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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
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
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
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 Jerome’s three children (ages 48, 47 and 45) are named …Read More
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
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
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
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
The American Council on Gift Annuities (ACGA) recently announced new suggested maximum charitable gift annuity rates, effective January 1, 2020. The recommended payout rates have generally 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. Below are the new …Read More
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