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Posted July 8th, 2019

Philanthropy Puzzler: Charitable Remainder Unitrust

The “Philanthropy Puzzler” features gift questions fundraisers may encounter in the field, followed by solutions from our panel of experts. If you would like to send us your own “puzzler,” please email us at info@SHARPEnet.com with “Philanthropy Puzzler” in the subject line. Philanthropy Puzzler Sara established a charitable remainder unitrust, naming herself as the sole… read more

Posted July 8th, 2019

How Was Charitable Giving in 2018?

Several recent reports provide interesting insights into how charitable giving fared in 2018. Below is a summary of results reported by the Blackbaud Institute’s 2018 Charitable Giving Report, the Fundraising Effectiveness Project (FEP) that was established by the Association of Fundraising Professionals (AFP) and the Center on Nonprofits and Philanthropy at the Urban Institute, and… read more

Posted July 8th, 2019

Important Dates for Year-End Fundraising

The final three months of the year are traditionally the busiest for fundraisers at charitable organizations, and now is the time to get ready to make the most of the year-end season. In light of the Tax Cuts and Jobs Act of 2017 and the relatively new challenges and opportunities it presents, it is critical… read more

Posted July 8th, 2019

Accelerating Bequests

Most bequest donors wish to give more now so they can witness the impact of their generosity during their lifetimes. Even high-interest and high-capacity donors sometimes have concerns that keep them from making larger gifts. They may fear they will outlive their money and become a burden on others or worry that unforeseen economic or… read more

Posted July 8th, 2019

Bequest Boom Timing Clues

Has the fuse been lit for the Great Wealth Transfer? Remember all the talk about the looming great transfer of wealth? In the 1990s, it was predicted that at least $41 trillion in personal wealth would be transferred from one generation to another between 1998 and 2052. Now, two decades after that initial prediction, when… read more

Posted May 22nd, 2019

Will We Ride a Tax Reform Giving Rollercoaster?

Recent IRS reports indicate tax law changes may have distorted giving for 2017 and 2018. In June 2018, Giving USA announced total giving of $410 billion for 2017, a new record and the first time in history Americans gave in excess of $400 billion. Outpacing the annual growth of the economy, wages and inflation, individual… read more

Posted May 22nd, 2019

Is Your Gift Planning Marketing Reaching the Right Donors?

With more than 55 years working with nonprofits of all sizes and missions, SHARPE newkirk studies confirm your most likely prospects for planned gifts are from generations who still prefer print communications. According to Pew Research, as much as 1/3 of Americans age 65 and older are not home broadband users, and a large percentage… read more

Posted May 22nd, 2019

Philanthropy Puzzler: Gift of Property

  The “Philanthropy Puzzler” features gift questions fundraisers may encounter in the field, followed by solutions from our panel of experts. If you would like to send us your own “puzzler,” please email us at info@SHARPEnet.com with “Philanthropy Puzzler” in the subject line. Philanthropy Puzzler Karen and Dean would like to make a gift of… read more

Posted May 22nd, 2019

Celebrating a Milestone: A 50-Year Career in Philanthropy

This summer, Americans will celebrate the 50th anniversary of the historic 1969 moon landing. That’s a milestone Cliff Lura has already reached at the American Heart Association, from which he’s retiring after more than a half century of service. Here Lura shares with Give & Take the insights he has gained through a life’s work… read more

Posted April 2nd, 2019

Encouraging Gifts of Securities

SHARPE newkirk offers several professionally written publications designed to encourage gifts of securities and outline giving strategies that enhance both your mission and your donors’ ongoing financial interests. In particular, the popular 16-page Giving Securities booklet contains detailed information to help your donors understand how and why they should consider making securities gifts. SHARPE newkirk… read more

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