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Important Dates for 2020 Year-End Fundraising

Posted July 22nd, 2020

For all of us, fall is traditionally the busiest time of the year. This year, the final three months will be more critical than ever for charitable organizations that have been impacted by COVID-19 and the economic crisis. With hopes of a vaccine on the horizon, donors could have a more positive outlook this fall. …Read More

It’s About Simple, Consistent Communication—A Message From the CEO

Posted July 22nd, 2020

With the global pandemic of the past few months, all of us have experienced the importance of relationships and the challenge of maintaining them when we can’t be together face to face. In my own life, my wife has been in an assisted living facility suffering from advanced Parkinson’s disease. She is fortunate to receive …Read More

After COVID-19 Will There Be a “New Normal” for Donors?

Posted June 4th, 2020

In some parts of the country, governors and locally elected mayors are developing phased-in programs as “safe-at-home” orders are beginning to expire. As it appears, these elected officials are allowing their local businesses and nonprofit organizations to begin to return to, what many are calling, “the new normal.” At Sharpe Group, we have been inspired …Read More

Lessons We’ve Learned From Planned Giving Donors on Managing Times of Crisis

Posted June 4th, 2020

As people and businesses across the country adjust to the difficult circumstances of the ongoing coronavirus pandemic, nonprofits are balancing addressing the needs of their donors while trying to ensure the financial well-being of their organization. Five Sharpe Group clients share their experiences and lessons learned while fundraising in unprecedented times. Donors continue to display …Read More

The Value of Stewardship, Part 1 of 2: First, Do No Harm

Posted June 4th, 2020

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

Using 20/20 Hindsight for Future Planning: What Nonprofits Should Be Doing Now, Part 1 of 2

Posted June 4th, 2020

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

Philanthropic Forecast for Bequests

Posted April 2nd, 2020

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

Philanthropy Puzzler: The SECURE Act

Posted April 2nd, 2020

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 with “Philanthropy Puzzler” in the subject line.   Philanthropy Puzzler Jerome’s three children (ages 48, 47 and 45) are named …Read More

How Secure Is Your Organization’s Prediction of the Impact of the SECURE Act Upon Your Fundraising Efforts?

Posted April 2nd, 2020

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

What is AI and Big Data, and Why Does It Matter to My Nonprofit?

Posted April 2nd, 2020

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

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