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ACGA Announces New Suggested Charitable Gift Annuity Rates for 2020

Posted January 22nd, 2020

The American Council on Gift Annuities (ACGA) recently announced new suggested maximum charitable gift annuity rates, effective January 1, 2020. The recommended payout rates have generally been lowered by 0.3 to 0.5 percentage points, based on the donor’s age. This translates to a very slight reduction in the overall payment amount. Below are the new …Read More

Sharpe Group Welcomes New Team Members

Posted January 21st, 2020

Sharpe Group is pleased to announce two new members of the Sharpe Group team. Tom Grimm will serve as a Senior Consultant in the expansion of our Nashville-area office, and Bob Mims will join the Memphis office as CFO and Senior Consultant. A native of Kentucky and a graduate of the University of Mississippi, Tom …Read More

Message From Sharpe Group Chairman and CEO

Posted January 21st, 2020

As we move into the next decade you will see the results of how those of us at Sharpe Group have been challenging ourselves to best serve our clients. Sharpe envisions a new data-driven decade—a major evolution that will enhance opportunities to attract major, blended and planned gifts. Our purpose is to enable our clients …Read More

Seven Steps to a Successful Donor Visit

Posted January 21st, 2020

Every fundraiser knows that building relationships of trust and respect with donors is one of the most important parts of the job. While meeting with every donor in person would be ideal, budget and time constraints can make doing so impossible. Instead, make a prioritized list of donors you think you will be able to …Read More

What’s Ahead for Planned Gift Fundraising in 2020?

Posted January 21st, 2020

by Russell James It’s the beginning of a new year, and a great time to think about what’s next. What’s ahead for 2020? How can you be ready? Delayed tax impacts Yes, I know. The new tax law took effect in 2018. Why are we still talking about it? Because real world impact takes time, …Read More

How Well Do You Know Your Donors?

Posted November 11th, 2019

Knowing the age and wealth of your donors can make a huge difference in how, when and what you communicate with them. Imagine having the information you need to master your marketing efforts. Think how effectively you could allocate your budget if you knew precisely how and when to communicate with your donors for maximum …Read More

Letter From Our Chief Executive Officer

Posted November 11th, 2019

Throughout the last five decades, SHARPE newkirk’s work has aligned us closely with our clients’ projects and missions. We greatly appreciate the opportunity to work side by side with talented teams in our industry to provide critical services to nonprofit organizations. For us, this year included several major milestones as well as a leadership reorganization …Read More

Philanthropy Puzzler

Posted November 11th, 2019

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 A donor owns 30% of a ranch in Texas and wants …Read More

Charitable Giving Tax Service

Posted November 11th, 2019

Available exclusively from SHARPE newkirk, Charitable Giving Tax Service (CGTS) is an online reference library of tax-related philanthropy information. CGTS includes sample gift documents, trust forms and gift deduction worksheets and tables. Sections are cited to the Internal Revenue Code and Regulations, plus court cases and rulings—all searchable by keywords or phrases. CGTS is a …Read More

Perspectives on Personal Wealth

Posted November 11th, 2019

by Barlow T. Mann, Executive VP and Chief Operating Officer Because wealth, age and marital status are important factors in an individual’s charitable giving capability, national trends are helpful in determining your marketing plans in relation to the data you have on your donors. The Winter 2019 Statistics of Income Bulletin provides a glimpse of …Read More

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