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Accelerating Bequests

Posted July 8th, 2019

Most bequest donors wish to give more now so they can witness the impact of their generosity during their lifetimes. Even high-interest and high-capacity donors sometimes have concerns that keep them from making larger gifts. They may fear they will outlive their money and become a burden on others or worry that unforeseen economic or …Read More

Bequest Boom Timing Clues

Posted July 8th, 2019

Has the fuse been lit for the Great Wealth Transfer? Remember all the talk about the looming great transfer of wealth? In the 1990s, it was predicted that at least $41 trillion in personal wealth would be transferred from one generation to another between 1998 and 2052. Now, two decades after that initial prediction, when …Read More

Will We Ride a Tax Reform Giving Rollercoaster?

Posted May 22nd, 2019

Recent IRS reports indicate tax law changes may have distorted giving for 2017 and 2018. In June 2018, Giving USA announced total giving of $410 billion for 2017, a new record and the first time in history Americans gave in excess of $400 billion. Outpacing the annual growth of the economy, wages and inflation, individual …Read More

Is Your Gift Planning Marketing Reaching the Right Donors?

Posted May 22nd, 2019

With more than 55 years working with nonprofits of all sizes and missions, SHARPE newkirk studies confirm your most likely prospects for planned gifts are from generations who still prefer print communications. According to Pew Research, as much as 1/3 of Americans age 65 and older are not home broadband users, and a large percentage …Read More

Philanthropy Puzzler: Gift of Property

Posted May 22nd, 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 Karen and Dean would like to make a gift of …Read More

Celebrating a Milestone: A 50-Year Career in Philanthropy

Posted May 22nd, 2019

This summer, Americans will celebrate the 50th anniversary of the historic 1969 moon landing. That’s a milestone Cliff Lura has already reached at the American Heart Association, from which he’s retiring after more than a half century of service. Here Lura shares with Give & Take the insights he has gained through a life’s work …Read More

Encouraging Gifts of Securities

Posted April 2nd, 2019

SHARPE newkirk offers several professionally written publications designed to encourage gifts of securities and outline giving strategies that enhance both your mission and your donors’ ongoing financial interests. In particular, the popular 16-page Giving Securities booklet contains detailed information to help your donors understand how and why they should consider making securities gifts. SHARPE newkirk …Read More

Philanthropy Puzzler

Posted April 2nd, 2019

In a new regular feature for Give & Take, the “Philanthropy Puzzler” will feature 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 Virginia …Read More

Stocking Up on Gifts

Posted April 2nd, 2019

The why, how and who of gifts of appreciated securities. Would you be surprised to learn that about a third of the $249 billion claimed as itemized charitable contributions on individual tax returns in 2016 came from noncash contributions? That equates to roughly $80 billion donated from sources other than cash! And did you know …Read More

Is Your Bequest “Bucket” Leaking?

Posted April 2nd, 2019

SHARPE newkirk experts discuss some of the most commonly asked questions about estate settlement. The gift planner’s job isn’t over once a donor who has provided for an estate gift has passed away. Estate settlement can be one of the trickier aspects of fund development and is one that should be handled delicately as it …Read More

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