Your donors don't care about bells and whistles. They care about your mission. So do we.


Your donors are unique. Your mission is unique. Your goals, budget, staffing and opportunities are unique. That’s why we begin with a conversation about your needs.

Unlike firms that offer one-size-fits-all packages loaded with unnecessary extras, we believe your organization shouldn’t pay for bells and whistles it doesn’t need. Instead, you receive practical, proven solutions tailored specifically to your mission, your resources and your objectives.

- We Listen. Every engagement begins with understanding your organization. 
- We Understand. Sixty-plus years of working with nonprofits of every size and mission gives us perspective—not assumptions. 
- We Recommend. We propose only the services that make sense for your goals, budget and staffing. 
- We Partner. As your needs evolve, we're there with additional expertise when—and only when—you need it.

Whether you’re launching a planned giving program, revitalizing an existing effort or looking for specialized expertise in a particular area, Sharpe Group can provide as much—or as little—support as makes sense for your organization.

Sharpe Wholistic Solution

A complete, integrated approach to building and growing your planned giving program.

Sharpe has developed a Wholistic Solution to help fundraisers build and enhance their planned giving programs, considering every aspect from donor data to communications to team training. Every Sharpe service meets the needs of one or more of these categories.

Our Services

Actionable insights that help you identify and engage your best planned giving prospects.

Click here: Sharpe Data

Using your updated data to create targeted communications strategies based on age and wealth.

Professional planned giving materials produced when you need them, personalized for your branding.

Click here: Print-On-Demand Publications

Personalized donor communications that educate, inspire and build lasting relationships.

Click here: Custom Planned Giving Newsletters 

Professional online resources that educate donors and support your planned giving efforts around the clock.

Click here: Planned Giving Websites 

Group and custom training and coaching for staff, leadership and volunteers to strengthen your planned giving success. Available in person and online.

Click here: Planned Giving Training 

An objective evaluation of your current program with practical recommendations for future growth.

Click here: Planned Giving Program Assessments 

Experienced guidance to help you solve challenges, seize opportunities and achieve your goals.

Click here: Consulting 

Customized policies that protect your organization while making it easier to accept charitable gifts.

Experienced support to help your organization navigate the estate administration process.

Thoughtful, integrated marketing strategies designed to increase donor awareness and future commitments.

Let's Get Start With a Conversation.

Tell us about your organization, your goals and your challenges. We'll help you identify the right solutions for your needs—without unnecessary bells and whistles.

After all, your mission deserves a partner that understands there is no one-size-fits-all approach to planned giving.