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The More Things Change, the More the Fundamentals Endure

Posted December 10th, 2021

By Professor Christopher P. Woehrle, JD, LLM During the last two years, the United States has endured a world-wide pandemic, unprecedented tumult in the capital markets and a change in the Oval Office. Despite all the current noise about what the tax laws will or will not look like, there are evergreen concerns of potential …Read More

Analyzing Your ARC of Engagement

Posted December 10th, 2021

For the past six months, as Sharpe Group’s new president, I have been getting to know the incredibly talented Sharpe team and witnessing first-hand Sharpe’s long legacy of serving nonprofit missions by providing planned giving strategies and tools designed for success. Our mission is to embrace what Sharpe does best while looking toward the future …Read More

IS AI for You? A Message From Our CEO

Posted December 10th, 2021

There is a lot of discussion in the not-for-profit community about how to integrate some of the emerging technologies into fundraising. A year ago, Sharpe Group began studying how machine learning could be used to help our clients raise large gifts. Since then, we have utilized AI on a client’s donor database to make their …Read More

Important Dates for 2021 Year-End Fundraising

Posted September 22nd, 2021

Given the importance of year-end giving, several national events have been established to help nonprofits promote fundraising. These campaigns may help bring extra awareness to your fundraising programs. National Estate Planning Awareness Week: Oct. 18-24, 2021. This week offers an opportunity to partner with estate planners in your area to educate your donors about charitable …Read More

The New Tax Economics of Charitable Giving?

Posted September 22nd, 2021

By Professor Christopher Woehrle, JD, LLM Critics of the estate tax describe it as “taxation without respiration.” The proposal from the Biden Administration to tax unrealized gains at death might be called “recognition of income without the realization event.” Furthermore, transfers to noncharitable donees during lifetime will generate income taxation to the donor. The amount …Read More

Why and How To Use Donor Data

Posted September 21st, 2021

As a fundraiser, your most precious and important asset is your donor data. Understanding how to best use it is another matter. It is extremely important to segment your donors into groupings based on your charity’s priorities of fundraising. Sharpe uses the donor matrix shown below to help charities with their planning, budgeting, resource allocations …Read More

The End Is Near!! A Message From Our CEO

Posted September 21st, 2021

These words can be said with either hope or dread, but for fundraising folks, this is a phrase uttered year after year in September. The often frantic push to connect with donors with the capacity to make a large gift or include a charity in their estate plan often becomes the traditional focus of most …Read More

Giving Sets Overall Record for 2020!

Posted July 30th, 2021

By Barlow Mann, J.D. The reports are in for charitable giving in 2020, and the results are unanimous. Three widely followed reports on charitable giving indicated that overall giving increased between 2% and 10.6% in spite of the unprecedented events of 2020. The Blackbaud Institute’s Charitable Giving Report cited an increase of 2% in giving. …Read More

Unpleasant Surprises Lurking for Split-Interest Gifts in Future Tax Changes?

Posted July 30th, 2021

By Professor Christopher P. Woehrle, J.D., LL.M A charitable remainder trust permits annuitization of the full value of the appreciated asset without the donor incurring a capital gains tax. For the charitably inclined, the technique facilitates diversification of a portfolio and potential improvement of cash flow. The Biden Administration’s General Explanations of Fiscal Year 2022 …Read More

Take the Long View—A Message From Our CEO

Posted July 30th, 2021

Like it or not, the key for a truly successful planned giving/endowment development strategy is to “take the long view.” Based on nearly 60 years of analyzing charities’ bequests, our research that forms the Sharpe KnowledgeBase® includes two important findings: First, you want to be in the LAST will because it’s the document that provides …Read More

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