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After COVID-19 Will There Be a “New Normal” for Donors?

Posted June 4th, 2020

In some parts of the country, governors and locally elected mayors are developing phased-in programs as “safe-at-home” orders are beginning to expire. As it appears, these elected officials are allowing their local businesses and nonprofit organizations to begin to return to, what many are calling, “the new normal.” At Sharpe Group, we have been inspired …Read More

Lessons We’ve Learned From Planned Giving Donors on Managing Times of Crisis

Posted June 4th, 2020

As people and businesses across the country adjust to the difficult circumstances of the ongoing coronavirus pandemic, nonprofits are balancing addressing the needs of their donors while trying to ensure the financial well-being of their organization. Five Sharpe Group clients share their experiences and lessons learned while fundraising in unprecedented times. Donors continue to display …Read More

The Value of Stewardship, Part 1 of 2: First, Do No Harm

Posted June 4th, 2020

by Professor Christopher P. Woehrle Supporters with bequest intentions often can be motivated to accelerate their philanthropy during their lifetime. The donor enjoys seeing a personal vision being fulfilled, and the institution showcases its abilities as a good steward of current and future gifts. Ordinarily, connecting a donor’s passion that aligns, at least partially, with …Read More

Using 20/20 Hindsight for Future Planning: What Nonprofits Should Be Doing Now, Part 1 of 2

Posted June 4th, 2020

By Bob Mims, Sharpe Group CFO What we have learned about planning for future crises We are seeing the evidence with 20/20 hindsight that perhaps we did not plan well for a pandemic. Personally, I wish I had an extra bottle of hand sanitizer or wipes; I’m so thankful that my wife makes it a …Read More

Philanthropic Forecast for Bequests

Posted April 2nd, 2020

The Indiana University Lilly Family School of Philanthropy has released The Philanthropy Outlook, 2020 and 2021 in partnership with Marts & Lundy. Of particular interest to gift planners is the projected back-to-back growth of charitable bequests. The research indicates that charitable giving by estates should increase by 6.6% this year and by 6.5% next year. …Read More

Philanthropy Puzzler: The SECURE Act

Posted April 2nd, 2020

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 with “Philanthropy Puzzler” in the subject line.   Philanthropy Puzzler Jerome’s three children (ages 48, 47 and 45) are named …Read More

How Secure Is Your Organization’s Prediction of the Impact of the SECURE Act Upon Your Fundraising Efforts?

Posted April 2nd, 2020

Editor’s note: The following article was published prior to the coronavirus crisis and drafting of the CARES Act. Please note that the CARES Act has provided that RMDs be suspended for the remainder of 2020.   Lead with charitable intent A review of the websites of leading charities would suggest the SECURE Act (“Act”) will …Read More

What is AI and Big Data, and Why Does It Matter to My Nonprofit?

Posted April 2nd, 2020

Sharpe Group believes AI and Big Data is here to stay and will be used by nonprofits in a variety of ways, particularly for donor insights and development team training. Organizations in both the for-profit and nonprofit sector are witnessing an ever-changing growth in technology advances over this past decade. Data and bandwidth capacity in …Read More

Expanding the Vision of Bob Sharpe Sr.

Posted April 2nd, 2020

Today Sharpe Group continues Jane and Bob Sharpe Sr.’s foundational vision in innovative and evolutionary ways. The vision is being enhanced by the utilization of the Sharpe Group Donor Insights program which applies artificial intelligence (AI) to donor data to identify more donor attributes relative to the types and amounts of gifts to the charity. …Read More

Continuing the Vision of Bob Sharpe Sr: A Message From the CEO

Posted April 2nd, 2020

Sharpe Group was originally founded by Jane and Bob Sharpe Sr. in 1963 in the basement of their home in St. Louis. Operating as Robert F. Sharpe and Company, we were the first business to provide gift planning counsel exclusively to charities and nonprofit organizations. In 1967 Jane and Bob Sr. moved their family to …Read More

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