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Posted April 2nd, 2019

Philanthropy Puzzler

In a new regular feature for Give & Take, the “Philanthropy Puzzler” will feature 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 with “Philanthropy Puzzler” in the subject line. Philanthropy Puzzler Virginia… read more

Posted April 2nd, 2019

Stocking Up on Gifts

The why, how and who of gifts of appreciated securities. Would you be surprised to learn that about a third of the $249 billion claimed as itemized charitable contributions on individual tax returns in 2016 came from noncash contributions? That equates to roughly $80 billion donated from sources other than cash! And did you know… read more

Posted April 2nd, 2019

Is Your Bequest “Bucket” Leaking?

SHARPE newkirk experts discuss some of the most commonly asked questions about estate settlement. The gift planner’s job isn’t over once a donor who has provided for an estate gift has passed away. Estate settlement can be one of the trickier aspects of fund development and is one that should be handled delicately as it… read more

Posted January 22nd, 2019

Getting to Know You: Wealthy Donors in America

U.S. Trust and Indiana University Lilly Family School of Philanthropy have released the results of the seventh survey in a series of periodic studies of the charitable giving patterns of wealthy donors. For purposes of the study, “wealthy” households are those with an annual income of more than $200,000 and/or a net worth greater than… read more

Posted January 22nd, 2019

It’s Scrambled or Over Easy: Gift Planning Advice From Lake Forest Academy

Garry Sloan is Director of Individual Philanthropy at Lake Forest Academy (LFA) in Lake Forest, Illinois. Established in 1857, LFA is an independent boarding school for grades 9-12. Its current student body represents 16 states and 33 countries. Sloan came to LFA in 2016 after serving as the Director of Major Gifts for the Colonial… read more

Posted January 22nd, 2019

Older Adults Projected to Outnumber Children

In just 12 years, and for the first time ever, Americans 65 and older are likely to outnumber those under 18. In 2030 all surviving members of the massive Baby Boom generation will be over 65, making that year a major demographic turning point. By 2035, the Census Bureau projects there will be 78 million… read more

Posted January 22nd, 2019

Time for a Check-Up? The Benefits of a Planned Giving Program Audit

by John Jensen A comprehensive review of your planned giving program may be just what the doctor ordered. Unlike major or annual giving programs, the results of gift planning efforts may, in some cases, not be seen for a while. As a result, it can sometimes be difficult to determine if an existing planned giving… read more

Posted January 22nd, 2019

Jumpstart Giving in 2019

Encouraging Charitable IRA gifts may be one of the best ways to jumpstart your fundraising efforts early in 2019. Most fundraising executives are aware of this special giving opportunity available to those age 70½ or older from traditional individual retirement accounts (IRAs). These donors can make gifts totaling up to $100,000 per year directly to… read more

Posted November 12th, 2018

Putting Tax Motivations for Giving in Perspective

by Robert F. Sharpe Jr. Understanding the what, when and how is key. Some commentators have predicted that this growth may slow down or reverse in light of the Tax Cuts and Jobs Act of 2017 (the Act). That is because the Act can be expected to affect nonprofits in ways not previously experienced. Unlike… read more

Posted November 12th, 2018

Tips for Success in 2019

As we approach the end of 2018 and the beginning of a new year, the world around us continues to change. These changes will undoubtedly have a real impact on the way we pursue our future gift development efforts. While there are many steps you might consider now to help ensure success next year and… read more

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