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Giving from individuals, bequests, foundations and corporations all increased in 2023, driving charitable giving up to more than $557.16 billion in current dollars according to estimations from the Giving USA 2024: The Annual Report on Philanthropy for the Year 2023*. When the amounts are adjusted for inflation, however, the report found that overall giving slipped …Read More
The Fundraising Effectiveness Project* released its 2023 nonprofit sector giving trends report based on fundraising data from thousands of nonprofits. For the data panel of organizations that raise $5,000 – $25 million annually, the total raised for Jan. 1 – Dec. 31 was $6.5 billion from nearly 5 million donors. Key insights from the report …Read More
As you plan your year-end communications (print and digital), consider creating some targeted appeals to special audiences such as: Donors who have made substantial gifts in the past but haven’t yet made a gift this year. Those who made a gift during the first half of the year and who may consider making an additional …Read More
’Tis the season! Even though it feels like summer in most of the country, the elves experts at Sharpe Group have been busy looking ahead to fall to create tools and strategies that can help our clients plan for a successful year-end. We are sharing a few to add to your “to-do” list: 1. Review …Read More
The worldwide pandemic has “officially” been over for some time, so now may be an ideal time to assess the health of your planned giving program and make adjustments going forward. And if your organization doesn’t have a planned giving program, the time to start one is now! Relevant facts and figures There …Read More
Though she is relatively new to the profession, Agnes Solatan has found her calling in the planned giving field. Sharpe Insights recently sat down with Agnes as she shared her experiences during her first nine months as associate director of planned giving at Washington National Cathedral. Sharpe Insights: What led you to the Cathedral? Agnes: …Read More
We are often asked by our clients which channel (print or digital) is the most effective way to identify and attract planned giving donors. Let’s answer that question with a question: Who remembers the Saturday Night Live “New Shimmer” skit with Chevy Chase? Is it a floor wax? Is it a dessert topping? It’s both! …Read More
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
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
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