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The income and estate tax landscapes could look vastly different after next year because provisions in the Tax Cuts and Jobs Act of 2017 (TCJA) are set to expire at the end of 2025. Unless action is taken in Washington, here are some of the scheduled changes: The individual income tax rates—currently 10%, 12%, …Read More
Shauna Scherer, MPA, CFRE®, is a certified fundraising executive and senior vice president for advancement at Population Connection and Population Connection Action Fund in Washington, DC, where she oversees all fundraising initiatives. Sharpe Insights: How long have you worked for Population Connection? What is your other work experience? Shauna: I began my journey with Population …Read More
Your organization’s gift planning website should be simple, clear and easy for older individuals (i.e., your best gift planning prospects) to use. When designing your site, the physical challenges your 65+ audience could be facing, such as a decline in vision, arthritic joints, hearing loss, reduced short-term memory and poor eye-hand coordination, should be considered. …Read More
Giving from individuals, bequests, foundations and corporations all increased in 2023, driving charitable giving up to more than $557.16 billion in current dollars according to estimations from the Giving USA 2024: The Annual Report on Philanthropy for the Year 2023*. When the amounts are adjusted for inflation, however, the report found that overall giving slipped …Read More
The Fundraising Effectiveness Project* released its 2023 nonprofit sector giving trends report based on fundraising data from thousands of nonprofits. For the data panel of organizations that raise $5,000 – $25 million annually, the total raised for Jan. 1 – Dec. 31 was $6.5 billion from nearly 5 million donors. Key insights from the report …Read More
’Tis the season! Even though it feels like summer in most of the country, the elves experts at Sharpe Group have been busy looking ahead to fall to create tools and strategies that can help our clients plan for a successful year-end. We are sharing a few to add to your “to-do” list: 1. Review …Read More
The worldwide pandemic has “officially” been over for some time, so now may be an ideal time to assess the health of your planned giving program and make adjustments going forward. And if your organization doesn’t have a planned giving program, the time to start one is now! Relevant facts and figures There …Read More
Though she is relatively new to the profession, Agnes Solatan has found her calling in the planned giving field. Sharpe Insights recently sat down with Agnes as she shared her experiences during her first nine months as associate director of planned giving at Washington National Cathedral. Sharpe Insights: What led you to the Cathedral? Agnes: …Read More
We are often asked by our clients which channel (print or digital) is the most effective way to identify and attract planned giving donors. Let’s answer that question with a question: Who remembers the Saturday Night Live “New Shimmer” skit with Chevy Chase? Is it a floor wax? Is it a dessert topping? It’s both! …Read More
According to an article published recently in The Wall Street Journal, Fidelity Investments, a popular IRA administrator, predicts that their clients’ required minimum distributions (RMDs) could hit $25 billion this year. Annual RMDs are calculated by taking the IRA account balance on Dec. 31 of the previous year and dividing it by the owner’s life …Read More