Sharpe Group proudly presents …
The Gift Detectives:
Listening for Clues to Uncover Large Gifts
Sharpe Group’s intrepid sleuths tackle cases for donors who are looking to make the best gifts possible.
Episodes feature clues to listen for along with suggested solutions. Can you solve each case?
Episode 1: A Capital Solution
Sally Smith wants to avoid paying the dreaded capital gains taxes while continuing to make her charitable gifts.
Learn more about gifts of appreciated securities. Download the Case File for “A Capital Solution.”
Episode 2: Don’t Knock It ’Til You Qualify It
Jake Ryan wants a creative way to use his required IRA withdrawals.
Learn more about QCDs. Download the Case File for “Don’t Knock It ’Til You ‘Qualify’ It.”
Episode 3: It’s Flip to Be Square
George Washington has a rental property he no longer wishes to manage. The Gift Detectives propose a possible solution.
Learn more about gifts of real estate. Download the Case File for “It’s Flip to Be Square.”
Episode 4: Trust and Obey
Alice Norman visits Detective Barlow Mann with a two-fold problem—taking care of her beloved mother while minimizing her tax bill.
Learn more about charitable remainder trusts. Download the Case File for “Trust and Obey.”