For Advisors
Professional advisors play an important role in helping donors make informed charitable and financial planning decisions.
Sharpe’s Print-On-Demand Publications for advisors offers concise, technically focused resources designed to support conversations around tax planning, charitable giving strategies and financial considerations.
These pocket guides provide valuable reference materials that can be personalized with your organization’s branding and shared with advisors in your community.
EXPLORE THE TITLES BELOW
*Click on a publication cover to view a PDF preview.*
Pocket Guides
 | Financial Figures Pocket Guide Handy reference guide featuring tax charts and financial figures related to income tax, investment, retirement and estate planning. Ideal for your top donors and prospects as well as your advisor network. |
 | Charted Giving Plans Depicting the advantages of popular giving plans in a helpful chart format, this booklet contains nine categories of information about seven giving options for easy comparison. Tax consequences of different gift plans are also compared. |
 | Personal Planning Guide One of the most popular pocket guides packed with important financial information and planning tips for donors as they consider their year-end gifts. |
 | Federal Tax Pocket Guide This features the most updated income tax and estate tax figures and is an ideal planning aid for attorneys, trust officers, financial planners, accountants and other centers of influence. |
Note: All Pocket Guides are updated annually and reflect current 2026 figures and information.
If you have questions about the content of a specific title or would like help selecting the right publication for your needs, click here to contact us.