Planned Giving Pocket Guides for Donors and Advisors | Sharpe Group
Posted January 27th, 2025

Planned Giving Pocket Guides for Donors and Advisors

2025 planned giving pocket guides

Who Said Numbers Have to Be Boring?

Announcing the 2025 planned giving pocket guides available on demand.

2025 Federal Tax Pocket Guide

Features relevant financial and tax information, including current charts and other figures, and can serve as a quick reference for advisors and donors when preparing taxes or planning gifts. It’s an ideal planning aid for attorneys, trust officers, financial planners, accountants and other centers of influence.

  • Options for personalization.
  • Tax rates, calculations and formulas.
  • Comparison of gift techniques.

2025 Personal Planning Guide

The “2025 Personal Planning Guide” is the “consumer” version of the popular “Federal Tax Pocket Guide.” Packed with important philanthropic planning tips and other relevant information, it’s an ideal resource for your top planned and major giving donors and prospects.

  • Options for personalization.
  • Rate your estate plans.
  • Ideas for reducing taxes.

2025 Financial Figures Pocket Guide

Handy reference guide featuring tax charts and financial figures related to income tax, investment, retirement and estate planning. Ideal for your top planned and major giving donors and prospects as well as your advisor network.

  • Options for personalization.
  • Key tax numbers for 2025.
  • RMD and Social Security charts

QUESTION: What are the best ways to use the new on-demand pocket guides?

ANSWER: There are a wealth of possibilities, such as:

  • Sending to your advisor network and to donors with acknowledgments for larger gifts.
  • Adding to your gift proposals and pledge reminders.
  • Including in a special mailing to your gift recognition society members.
  • Sending as a follow-up for virtual and in-person donor visits.
  • Creating a targeted planned giving mailing to your major gift prospects.
  • Using as a fulfillment piece for digital campaigns.
  • In the first quarter, sending to donors who have made QCDs in the past.
  • In the last quarter, sending as a year-end mailing.
 

Personalize and order your 2025 pocket guides here.

 

The publisher of Sharpe Insights is not engaged in rendering legal or tax advisory service. For advice and assistance in specific cases, the services of your own counsel should be obtained. Articles in Sharpe Insights may generally be reprinted for distribution to board members and staff of nonprofit institutions and other non-donor groups. Proper credit must be given. Call for details.

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