The content for the brochure “2023 Year-End Giving Quiz” offers a brief overview of different giving methods and timing considerations presented in an interesting multiple choice quiz format.
“Giving With Purpose at Year-End” offers inspiration to end the year on a positive note by doing for others. It highlights gift vehicles that take advantage of tax savings while allowing the donor to make gifts to the missions they support.
“Reflecting … Planning … Giving” explores the potential tax benefits that may be received from charitable giving. It includes charitable giving ideas for both current and future gifts to help your donors meet personal and philanthropic goals.
“Times Gone By” invokes a feeling of nostalgia while encouraging your donors to make a lasting, meaningful impact through creating endowment and memorial gifts.
Looking for something more in-depth? The “2023 Year-End Giving Guide” illustrates the advantages of numerous giving options and provides real-life scenarios so donors can determine the most beneficial way to complete their charitable gifts this year.
Your Guide to Federal Taxes for 2023 is a year-end version of the popular Federal Tax Pocket Guide featuring income and estate tax figures for use by attorneys, trust officers, financial planners and accountants.
Your 2023 Tax & Estate Planning Guide is packed with important financial information and planning tips for donors and prospects as they consider their year-end gifts.
January 17-19, 2024
Orlando, FL
Sharpe Group Charitable Giving SUMMIT
Spend three days learning from some of the most respected and successful experts in fundraising. The seminar is hands-on and interactive to foster a group learning environment. We will explore some of the basics of estate planning and discuss taxc onsiderations, updates and economic events to help guide you along the path toward building a successful program the right way.
March 19-20, 2024
Chicago, IL
Gift Planning Essentials
Who are the prospects for larger gifts now and in the future? Why, what and when do donors give? How will the gift be arranged? An understanding of planned and major gifts is essential in today’s changing world of philanthropy, and this introductory seminar covers the basics every fundraiser needs to know.
May 14-15, 2024
Chicago, IL
Advanced Gift Planning: Major and Special Gifts
Since the increase of the standard deduction, there is greater competition for large gifts from among a smaller number of donors. Overall fundraising success depends upon gifts from these donors now and in the future. This seminar takes a deep dive into the importance of major, special and ultimate gifts and how they can best meet donors’ philanthropic goals.
Gift Planning Essentials
March 19-20, 2024
Washington, DC
Who are the prospects for larger gifts now and in the future? Why, what and when do donors give? How will the gift be arranged? An understanding of planned and major gifts is essential in today’s changing world of philanthropy, and this introductory seminar covers the basics every fundraiser needs to know. These two days provide a great overview of how carefully planned special gifts are becoming increasingly important for every charitable organization that counts on gift revenue to carry out its mission.
Who Should Attend
This seminar is designed for anyone new to planned and major gift development who is seeking a basic understanding of how to approach donors throughout their life cycle and how various gift plans can result in larger gifts now and in the future. If you have experience in planned or major gift fundraising and are interested in a basic overview refresher, you will benefit from the discussion of the essential elements of fundraising. Board members and senior management will also benefit from understanding the function of planned and major gift development as it relates to overall fundraising.
What You’ll Learn
You’ll discover the keys to communicating with donors who have a history and the capacity of making major gifts and bequests; learn how to effectively serve those 65+ who are the key to success in fundraising over the next 20 years; and understand the benefits of planned and blended gifts through broad-based communication efforts, individualized correspondence and through the all-important personal visit.
Pricing
Early Bird Rate: Available through February 17, 2024
- $895 for the first registrant from an organization.
- $745 for the additional team members from the same organization. Use code “MULTDISC2024” when checking out.
Standard Rate
- $995 for the first registrant from an organization.
- $845 for the additional team members from the same organization. Use code “MULTDISC2024” when checking out.
Hotel and Travel Information
- Courtyard Chicago Downtown Magnificent Mile. Ph: 312-573-0800.
- Group Rate: $149/night.
- Group Rate Cutoff: February 17, 2024.