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Posted May 4th, 2018

A Review of Charitable IRA Gifts

by: Jon Tidd, Esq The following is adapted from a blog post on March 28, 2018. To subscribe to the Sharpe Group Blog, click here. In the wake of 2017 tax law changes, the Charitable IRA gift is likely to be the gift of choice going forward for many Americans aged 70½ and older. A… read more

Posted May 4th, 2018

Serving Those Who Serve Others: A Conversation With New Sharpe Group Executive Vice President Kathy Sperlak

R&R Newkirk has been providing planned giving support services to charities for more than 50 years, and Kathy Sperlak has been an integral part of the Newkirk team for more than half of that time. In January 2018, Sharpe Group and Newkirk announced they are combining services, talent and resources. Moving forward, the two brands… read more

Posted May 4th, 2018

Make the Most of Charitable IRA Gifts

The Charitable IRA (CIRA) provision, allowing individuals with IRAs to make direct charitable transfers totaling up to $100,000 per year, will likely become significantly more popular in 2018 as a result of the new tax law. (See “A Review of Charitable IRA Gifts” for more information.) The doubling of the standard deduction under the provisions… read more

Posted May 4th, 2018

Advice From Hampden-Sydney: Listening Is Key to Success

Randy Reed is director of planned giving at Hampden-Sydney College and an alumnus of the school. Located in central Virginia, Hampden-Sydney was founded in 1775, making it the tenth oldest college in the United States. Give & Take: What are some things that make Hampden-Sydney unique? Reed: Besides being one of the three all-male colleges… read more

Posted April 10th, 2018

Are You Getting Your Share(s)?

Why an emphasis on gifts of securities is important for many fundraising programs. Gifts of securities have risen along with stock market values in recent years. According to the latest IRS reports, gifts of corporate stock, mutual funds and other investments accounted for more than half of the $60.4 billion reported on form 8283 for… read more

Posted April 10th, 2018

Booklets of the Month: What Donors and Advisors Need to Know About Tax Reform

April is tax season, and taxpayers and advisors have been filing their final income tax returns under the pre-Tax Cuts and Jobs Act tax law. Many have had little time to consider what the implications of the new law will be and how it may affect charitable giving in 2018 (click here for more on… read more

Posted April 10th, 2018

Tax Reform and Charitable Estate Planning: The Keys to Future Success

by Robert F. Sharpe, Jr. Part two in a series on how the Tax Cuts and Jobs Act of 2017 may impact philanthropy and how to give effectively in light of the new laws. Last month’s article focused on the expected impact, both positive and negative, the Tax Cuts and Jobs Act of 2017 could… read more

Posted February 26th, 2018

Tax Reform—Who Wins, Who Loses, Who Doesn’t Care?

by Robert F. Sharpe, Jr. A look at how four couples may be impacted by the Tax Cuts and Jobs Act of 2017. Now that the dust is settling from December’s major tax overhaul, it’s time to start getting a better fix on who was negatively impacted, who was relatively unaffected and who benefits from… read more

Posted February 26th, 2018

Helping Donors Navigate Tax Reform

Last December, Congress enacted the Tax Cuts and Jobs Act of 2017, ushering in the most far-reaching changes in the federal tax code in more than 30 years. The provisions of the new tax law will affect virtually every American in some way. What the law did and didn’t do… In addition to rate cuts, a… read more

Posted February 26th, 2018

The Heart of the Matter

By Barlow Mann Understanding why people make charitable gifts is an important part of the gift development process. Americans are traditionally among the most generous people in the world, and 2017 was no exception. This past December saw a surge of charitable gifts that is likely to propel total philanthropic giving to an all-time high…. read more

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