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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

Getting to Know You: Wealthy Donors in America

Posted January 22nd, 2019

U.S. Trust and Indiana University Lilly Family School of Philanthropy have released the results of the seventh survey in a series of periodic studies of the charitable giving patterns of wealthy donors. For purposes of the study, “wealthy” households are those with an annual income of more than $200,000 and/or a net worth greater than …Read More

It’s Scrambled or Over Easy: Gift Planning Advice From Lake Forest Academy

Posted January 22nd, 2019

Garry Sloan is Director of Individual Philanthropy at Lake Forest Academy (LFA) in Lake Forest, Illinois. Established in 1857, LFA is an independent boarding school for grades 9-12. Its current student body represents 16 states and 33 countries. Sloan came to LFA in 2016 after serving as the Director of Major Gifts for the Colonial …Read More

Older Adults Projected to Outnumber Children

Posted January 22nd, 2019

In just 12 years, and for the first time ever, Americans 65 and older are likely to outnumber those under 18. In 2030 all surviving members of the massive Baby Boom generation will be over 65, making that year a major demographic turning point. By 2035, the Census Bureau projects there will be 78 million …Read More

Time for a Check-Up? The Benefits of a Planned Giving Program Audit

Posted January 22nd, 2019

by John Jensen A comprehensive review of your planned giving program may be just what the doctor ordered. Unlike major or annual giving programs, the results of gift planning efforts may, in some cases, not be seen for a while. As a result, it can sometimes be difficult to determine if an existing planned giving …Read More

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