Expanding the Vision of Bob Sharpe Sr. | Sharpe Group
Posted April 2nd, 2020

Expanding the Vision of Bob Sharpe Sr.

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. This data is then analyzed by our own experts. Therefore, we think AI is best defined as “augmented intelligence.” The robust reports from Donor Insights provide a more efficient and effective approach to developing and maintaining donor relationships. Donor Insights’ projection of revenues will help your board and senior management develop fundraising plans that best suit your charity’s mission.

Sharpe Group will offer an automated staff hiring platform that utilizes several elements that significantly reduce recruiting efforts, create automated candidate filtering and score viable candidates to make interviewing more efficient. This platform, branded as “Hiring Made Easy,” also applies augmented intelligence to tweak development position benchmarking to continually enhance the skills, knowledge, experience and psychometric attributes to hire the best staff and train them, as well as create a comfortable environment and ultimately reduce staff turnover. For more information, read “AI and Big Data.”

Sharpe Group is pleased to offer an upgraded version of the Charitable Gift Tax Service (CGTS), originally developed by R&R Newkirk. Sharpe Group and R&R Newkirk joined forces in 2018. Now available exclusively from Sharpe, CGTS is an online reference library to help you find answers to tax-related philanthropy questions. For decades, it has been a trusted resource for gift planning advisors, including attorneys, accountants, nonprofit executives and charitable gift planning staff.

CGTS offers gift planning officers a comprehensive resource to research the latest IRS regulations, letter rulings and status on all gift and estate tax issues and includes sample gift documents, trust forms and gift deduction worksheets and tables. The sections of CGTS are cited to the Internal Revenue Code and Regulations, plus court cases and rulings— all searchable by keywords or phrases.

Additionally, Sharpe Group can supplement CGTS with “on-demand” personalized gift planning advice on calls with donors who have complex gift planning questions. More information about these new services will be available in coming issues of Give & Take and on our website.

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The publisher of Sharpe Insights is not engaged in rendering legal or tax advisory service. For advice and assistance in specific cases, the services of your own counsel should be obtained. Articles in Sharpe Insights may generally be reprinted for distribution to board members and staff of nonprofit institutions and other non-donor groups. Proper credit must be given. Call for details.

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