Recipe for Success With Advisors

Recipe for Success With Advisors

Having a relationship with financial advisors and estate planners in their area is an important part of comprehensive gift planning efforts. Sharpe Group has the ingredients to help you reach this group successfully.

Sharpe Resources

The Advisor is a digital newsletter created every other month written specifically for those who have more technical knowledge than the average donor. Content includes relevant IRS rulings and court cases, tables and charts and the Philanthropy Puzzler. Organizations can brand The Advisor with their logo and contact information, providing advisors with timely and valuable information to share with their clients who have charitable intent.

The 2021 edition of the popular printed booklet “Federal Tax Pocket Guide” 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. Imprinting is available for those who want to add their information to the cover.

Available exclusively from Sharpe Group, Charitable Giving Tax Service (CGTS) is an online reference library of tax-related philanthropy information. CGTS includes sample gift documents, trust forms and gift deduction worksheets and tables. Sections are cited to the Internal Revenue Code and Regulations, plus court cases and rulings—all searchable by keywords or phrases. Subscriptions are available on an annual basis. Read more about how to sign up for CGTS.