Give & Take Archive | Page 2 of 96 | Sharpe Group

Sharpe Insights Articles

Sharpe Insights Newsletter header image

Searching for a specific article? Access every article since 1997 to find what you’re looking for.

2024: In for the Long Haul

Posted November 28th, 2023

If there’s one thing that’s certain about the future, it’s that we simply don’t know how the economy will perform in 2024. While some experts suggest we are headed for a recession, others are predicting resilience in the short term. At this point, the smartest approach to take may be “plan for the worst and …Read More

All in for 2024!

Posted November 28th, 2023

In 2024, I would like to see every small development department initiate a strategy to solicit planned gifts from their donors. In the era of the intergenerational wealth transfer, a planned giving program must be given urgent priority status! If you are not marketing planned giving to your donors, you can count on the fact …Read More

A View From Above

Posted November 28th, 2023

Over the last 12 months, my clients have shared concerns about continued economic challenges. Current giving has declined as the stock market struggles and inflation has increased. Higher education especially faces the unique challenge of how to provide the best education in the decades ahead at an affordable price for all students. More hospitals have …Read More

The Year of The Ask

Posted November 28th, 2023

Why do people give? When do people give? We can talk about the stock market, tax rates, various giving vehicles, but the answer is … People give because they are asked. Relationship building is one of the best aspects of a fundraiser’s job. Keeping up with your donors and their passions is at the heart …Read More

Checklist and Checkup for 2024

Posted November 28th, 2023

Just like Indiana Jones was advised, it’s important to “choose wisely” when it comes to making professional resolutions for the New Year. Many factors can play a role in determining how to best allocate time and resources. To make the most of 2024, here are a few suggestions that should be part of your checklist …Read More

Sharpe Group Through the Years | 1990s

Posted September 22nd, 2023

Origin Story The original use of the term “blended gifts” can be found in a presentation Robert Sharpe Jr. made at the Partners in Philanthropic Giving national conference in Anaheim in 1995. As the focal point of the presentation entitled “How Will the Baby Boomers Boom?”, he noted that the first baby boomers were approaching …Read More

How To Make the Most of Year-End in 2023

Posted September 15th, 2023

As reported in Giving USA, the Fundraising Effectiveness Project and other studies, total charitable giving in America was down in 2022. The most recent Fundraising Effectiveness Project report for the first quarter of 2023 indicates that many of the conditions impacting charitable giving last year continued into 2023. As fundraisers, this news is probably not …Read More

Are You Spending Your Marketing Dollars on Your Best Prospects?

Posted September 15th, 2023

In a perfect world, every piece of snail mail and email you send would be going to your most committed and receptive prospects. While this may seem impossible to achieve, there are some tried-and-true steps you can take to ensure you are making the most of every marketing dollar.   Step 1: Know Your Donors. …Read More

When Life Imitates Art

Posted September 15th, 2023

A few weeks ago, I had a very interesting interaction outside of work that reinforces Sharpe Group’s philosophy of the importance of relationship building with long-term donors. After learning how we work closely with nonprofit organizations, my new acquaintance explained that she recently had an unpleasant experience with one of her favorite charities. She was …Read More

Sharpe Group Through the Years | 1980s

Posted April 28th, 2023

Planned Gift Defined: planned gift /’plænd gift/ n. A planned gift is any gift of any kind for any amount given for any purpose—operations, capital expansion or endowment—whether given currently or deferred, if the assistance of a professional staff person, qualified volunteer or the donor’s advisors is necessary to complete the gift. In addition, it …Read More

Sharpe Insights

Site Search

Sharpe Insights Archives

2024 Issues 2023 Issues 2022 Issues 2021 Issues 2020 Issues 2019 Issues 2018 Issues 2017 Issues 2016 Issues 2015 Issues 2014 Issues 2013 Issues 2012 Issues 2011 Issues 2010 Issues 2009 Issues 2008 Issues 2007 Issues 2006 Issues 2005 Issues 2004 Issues 2003 Issues 2002 Issues 2001 Issues 2000 Issues 1999 Issues 1998 Issues 1997 Issues