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Planned Gift Defined: planned gift /’plænd gift/ n. A planned gift is any gift of any kind for any amount given for any purpose—operations, capital expansion or endowment—whether given currently or deferred, if the assistance of a professional staff person, qualified volunteer or the donor’s advisors is necessary to complete the gift. In addition, it …Read More
“A year from now you will wish you had started today.” -Karen Lamb Endowments of all sizes experienced negative returns through the end of 2022, and it looks like this trend may continue. Endowments with less than $25 million in assets have been hit the hardest, with losses in excess of 11.5%. Larger endowments are …Read More
From August 1972 Give & Take: “A donor usually considers a current gift to your institution as a cash outlay now. To make a deferred gift, a person decides to give at some future date, either a number of years from now or at death. A deferred gift is a present decision to make a …Read More
By Ashley McHugh “Every great love starts with a great story … ” ― Nicholas Sparks, “The Notebook” If you haven’t read “The Notebook,” you may have seen the movie. I’ll confess I’ve done both … more than a few times. It’s a compelling story told in an engaging way. Good storytelling can …Read More
2023 is a big year for Sharpe Group. This year, the company celebrates its 60th anniversary. The world—including the charitable sector—has changed a great deal in the last six decades. At Sharpe, we are excited to celebrate by taking a trip down memory lane led by the one and only Barlow Mann, Sharpe Group’s general …Read More
Austin Chappell brings his fundraising experience to the Sharpe consulting team to enhance the fundraising capabilities of various nonprofit organizations. He has seen first-hand the impact transformational gifts can have on an organization’s work and mission and on the donors who support them. Austin is a north Texas native. He and his wife, Kacea, live …Read More
“In the midst of chaos, there is also opportunity.” -Sun Tzu CHAOS—U.S. households have lost nearly $7 trillion in net worth this year. Inflation is at a 39-year high. Individual giving as a percentage of disposable income has been declining for the past five years and, according to Giving USA, fell to 1.77% in 2021. …Read More