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In Part 1 of this article, we outlined the reasons there has been an increased awareness in estate planning and planned giving and the importance of a planned giving audit for your organization. Here, we will explore how an audit can offer guidance on marketing, donor cultivation and communication and more. Staff considerations. An audit …Read More
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Timing Is Everything: The Planned Giving Program Audit and Review, Part 2
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The Wild Ride of 2020 Enters the Home Stretch
By Professor Christopher P. Woehrle, J.D., LL.M What a wild ride 2020 has been for our economy and especially investors! As of this writing, the S&P 500 has recovered most of its losses from a peak decline of 30%. The Federal Reserve Board is resolved to keep interest rates near zero for the foreseeable future. …Read More
Survey Results Illustrate the State of Nonprofits Across the Country
Sharpe Group recently conducted an anecdotal survey of nonprofit clients to see how they are faring in the current environment. The questions focused on fundraising and budget impacts and organizational changes due to the coronavirus pandemic. Sharpe collected responses from 91 organizations with a variety of missions. This survey is not intended as a scientific …Read More
Virtual Staff Training Is Key to Success in Gift Planning
By Grant Miller D’Arcy Steiner is the director of individual giving at World Food Program USA, where she oversees the individual giving team and manages a full portfolio of major gift donors and prospects. In July of this year, D’Arcy and her colleagues attended one of our virtual training events led by John Jensen, a …Read More
“VIRTUAL” So here we are! A Message From the CEO
These days, most of us have adjusted—some of us reluctantly—to working, learning, socializing, worshiping and visiting the doctor virtually. I’ve discovered you can even attend a wine tasting virtually! Even for those of us taking responsibility to help control the spread of COVID-19 and immersing ourselves in a new virtual world, we still may be …Read More
Timing Is Everything: The Planned Giving Program Audit and Review, Part 1
by John Jensen There’s no doubt COVID-19 has had a major impact on nearly every facet of American life; not least of which has been the short- and long-term health of nonprofits. Some are predicting charitable giving will take a downturn in light of economic uncertainty, and many charitable organizations are searching for fundraising strategies …Read More
Sharpening Your Appeal to Donors With Occam’s Razor: Simplicity Is Key
By Professor Christopher P. Woehrle, JD, LLM The spirit of Occam’s razor1 should drive gift options which benefit both charity and the donor. To relate to the context of gift planning, the complexity of a gift should not be increased without necessity driven by donor needs. Over the years I have noted how development professionals …Read More
When Will I See You Again? An Update on Sharpe Training Events
In light of the continuing health crisis, Sharpe Group has cancelled all in-person seminars for 2020. As we begin the process of planning seminars for 2021, we will be monitoring the health conditions and CDC recommendations. Our greatest priority is the safety of our attendees and staff. In the meantime, we are making plans to …Read More
Philanthropy Puzzler: Establishing a Scholarship Fund
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 Marsha’s family didn’t have the money to send her to college …Read More
ACGA Announces New Suggested Charitable Gift Annuity Rates
The American Council on Gift Annuities (ACGA) recently announced new suggested maximum charitable gift annuity rates, effective July 1, 2020. Generally, the recommended payout rates have been lowered by 0.3 to 0.5 percentage points, based on the donor’s age. This translates to a very slight reduction in the overall payment amount. To the right is …Read More