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RMDs and QCDs—The Time Is Now

Posted February 5th, 2024

According to an article published recently in The Wall Street Journal, Fidelity Investments, a popular IRA administrator, predicts that their clients’ required minimum distributions (RMDs) could hit $25 billion this year. Annual RMDs are calculated by taking the IRA account balance on Dec. 31 of the previous year and dividing it by the owner’s life …Read More

Estate Settlement

Posted February 5th, 2024

You Are Doing Everything Right, But … As planned gift fundraisers trying to meet or exceed goals, the focus is often on securing gift intentions. But that’s just part of your role. An important and challenging duty is bringing your donor’s intentions to actuality when they have passed away so their legacy gift objectives can …Read More

Predictions for a Successful 2024

Posted February 5th, 2024

While he may not have a crystal ball, Sharpe Group’s planned giving guru, Barlow Mann, has decades of experience studying economic trends and their effects on gift planning. Here he offers sage advice for a successful year based on what he is seeing in the industry. Charitable gift annuities should be more attractive in the …Read More

Sharpe Group Through the Years | 2000s

Posted November 29th, 2023

…And Many, Many More We hope you have enjoyed a glimpse of Sharpe Group milestones as much as we have. From our founding in 1963 to today, those of us at Sharpe are grateful and honored to serve the nonprofit community. Did we miss one of your favorite memories? If so, we’d love to hear …Read More

On Par for a Successful 2024

Posted November 28th, 2023

One of the most beneficial tools Sharpe Group offers is helping our clients maintain up-to-date donor information. Years of extensive and detailed data studies contained in the Sharpe KnowledgeBase® have shown us that 20% of donor information changes each year. Is your donor data up to date? As I see it, failure to maintain current …Read More

Maximizing Your Planned Giving Website

Posted November 28th, 2023

While sometimes it’s tempting to create brand-new resolutions at the beginning of the New Year, most of the time it’s best to resolve to improve on a practice or habit you already have in place. For 2024, my recommendation is to make your planned giving website the best it can be. Here are some simple …Read More

Time Is of the Essence

Posted November 28th, 2023

As someone who loves to cook, I often spend hours trying a new recipe. The time spent in the kitchen is well worth it because of my enjoyment of not only the process but also the outcome. There are instances, however, when I either don’t have the time or the expertise to produce a certain …Read More

2024: In for the Long Haul

Posted November 28th, 2023

If there’s one thing that’s certain about the future, it’s that we simply don’t know how the economy will perform in 2024. While some experts suggest we are headed for a recession, others are predicting resilience in the short term. At this point, the smartest approach to take may be “plan for the worst and …Read More

All in for 2024!

Posted November 28th, 2023

In 2024, I would like to see every small development department initiate a strategy to solicit planned gifts from their donors. In the era of the intergenerational wealth transfer, a planned giving program must be given urgent priority status! If you are not marketing planned giving to your donors, you can count on the fact …Read More

A View From Above

Posted November 28th, 2023

Over the last 12 months, my clients have shared concerns about continued economic challenges. Current giving has declined as the stock market struggles and inflation has increased. Higher education especially faces the unique challenge of how to provide the best education in the decades ahead at an affordable price for all students. More hospitals have …Read More

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