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Sharpe Group is pleased to announce two new members of the Sharpe Group team. Tom Grimm will serve as a Senior Consultant in the expansion of our Nashville-area office, and Bob Mims will join the Memphis office as CFO and Senior Consultant. A native of Kentucky and a graduate of the University of Mississippi, Tom …Read More
Sharpe Give & Take Articles
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Message From Sharpe Group Chairman and CEO
As we move into the next decade you will see the results of how those of us at Sharpe Group have been challenging ourselves to best serve our clients. Sharpe envisions a new data-driven decade—a major evolution that will enhance opportunities to attract major, blended and planned gifts. Our purpose is to enable our clients …Read More
Seven Steps to a Successful Donor Visit
Every fundraiser knows that building relationships of trust and respect with donors is one of the most important parts of the job. While meeting with every donor in person would be ideal, budget and time constraints can make doing so impossible. Instead, make a prioritized list of donors you think you will be able to …Read More
What’s Ahead for Planned Gift Fundraising in 2020?
by Russell James It’s the beginning of a new year, and a great time to think about what’s next. What’s ahead for 2020? How can you be ready? Delayed tax impacts Yes, I know. The new tax law took effect in 2018. Why are we still talking about it? Because real world impact takes time, …Read More
How Well Do You Know Your Donors?
Knowing the age and wealth of your donors can make a huge difference in how, when and what you communicate with them. Imagine having the information you need to master your marketing efforts. Think how effectively you could allocate your budget if you knew precisely how and when to communicate with your donors for maximum …Read More
Letter From Our Chief Executive Officer
Throughout the last five decades, SHARPE newkirk’s work has aligned us closely with our clients’ projects and missions. We greatly appreciate the opportunity to work side by side with talented teams in our industry to provide critical services to nonprofit organizations. For us, this year included several major milestones as well as a leadership reorganization …Read More
Philanthropy Puzzler
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 A donor owns 30% of a ranch in Texas and wants …Read More
Charitable Giving Tax Service
Available exclusively from SHARPE newkirk, 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. CGTS is a …Read More
Perspectives on Personal Wealth
by Barlow T. Mann, Executive VP and Chief Operating Officer Because wealth, age and marital status are important factors in an individual’s charitable giving capability, national trends are helpful in determining your marketing plans in relation to the data you have on your donors. The Winter 2019 Statistics of Income Bulletin provides a glimpse of …Read More
A Look at Top University Endowments for FY2018
Each year, the National Association of College and University Business Officers (NACUBO) partners with TIAA to benchmark endowment returns for higher education institutions. For FY2018 (July 1, 2017-June 30, 2018), 802 U.S. colleges and universities participated in the NACUBO-TIAA Study of Endowments. The study indicates an average return of 8.2% for the year compared to …Read More