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In this digital age, email communication is convenient, quick and efficient. However, for most planned and major gift donors, there’s still something special about receiving a well-thought-out card, note or letter in the mail. Here are some tips for crafting the perfect correspondence. What’s in a name The appropriate salutation depends on how well you …Read More
In addition to teaching the mechanics of gift planning, we are frequently asked about the best ways to thank donors who have made bequest commitments—especially when the notification comes from someone who does not have a long-term relationship with the charity. Here are some tips for thanking the donor you don’t know. Who should …Read More
When you think about it, a person who makes a planned gift commitment is treating your organization like a dear friend or close family member, so they deserve to be treated as such. One way to show ongoing appreciation is by having a planned gift recognition society. This allows you to keep in touch with …Read More
Though financial concerns that existed for several years appeared to accelerate during the first quarter of 2025, there are signs that several economic indicators are improving, and the last part of the year may be different, setting up some potential good news for year-end gifts. According to the Bureau of Economic Analysis, gross domestic product …Read More
For those who (wisely) don’t ascribe to the theory that “print is dead” for planned giving marketing, it is important to design your materials for those 70 and above who are reading with older eyes. Following these guidelines will ensure that your materials are senior-friendly. Limit italics. Italic and script typefaces are difficult for …Read More
If your existing planned giving program is flatlining, it may be time for a comprehensive review of your organization’s strengths and weaknesses. Sharpe’s Planned Giving Program Assessments are completely scalable and are designed to outline valuable insights to drive your current and future marketing and donor cultivation efforts. Some of the strategies include: Interviewing staff …Read More
As a fundraiser, your most important asset is your donor data. Having complete and accurate data helps you gain valuable insights to better know your donors and understand their motivations for giving. Studies show that the information you have about your donors (age, wealth, contact information) changes by as much as 20% every year. Sharpe …Read More
In this special edition of Sharpe Insights, we offer advice on delivering a planned giving message this year-end. Read the full issue here. Your development efforts don’t have to become a battle between encouraging year-end gifts today and promoting planned gifts. With a little ingenuity, the two concepts can be successfully communicated at the same …Read More
In this special edition of Sharpe Insights, we bring you some essential tips for a successful fundraising strategy. Read the full issue here. Even though many organizations and institutions follow a fiscal year for budgeting purposes, your donors are looking at the calendar when they are considering their charitable giving. Here are some “best practices” …Read More
In this special edition of Sharpe Insights, we challenge you to test your year-end marketing knowledge. Read the full issue here. Whether you’re a seasoned expert or an eager novice, you’ll find helpful strategies and tips in our free 2025 Year-End Survival Guide. Download yours today. For charities, the most generous time of the year is: …Read More