For High Net Worth Donors
Wealthy donors often require more sophisticated charitable planning strategies that align with their financial goals and philanthropic priorities.
Sharpe’s Print-On-Demand Publications featuring gift options for high net worth donors explore advanced giving opportunities involving appreciated assets, real estate, charitable trusts, cryptocurrency and retirement plans.
EXPLORE THE TITLES BELOW
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Brochures
 | Question & Answer About Giving Securities This publication explores how stocks and other investments can fund charitable gifts at less cost than a comparable gift of cash. |
 | Unlocking a New Source for Support This informative brochure can help donors discover the benefits of using the relatively new noncash assets, virtual currencies, to make their charitable gifts. |
 | Question & Answer About Giving Real Estate When considering a gift of appreciated property, real estate can be a smart option for some. This brochure answers frequently asked questions about the advantages of giving real estate. |
Booklets
 | Giving Real Estate Your donors with property that has increased or decreased in value or who hold the majority of their wealth in real property will benefit from the information presented in “Giving Real Estate.” |
 | Giving Securities This booklet addresses gifts of property in general with emphasis on gifts of stocks, bonds, mutual funds and other securities—the most common forms for noncash gifts. |
 | Giving Through Charitable Remainder Trusts This booklet describes the benefits of charitable remainder unitrusts and annuity trusts in a clear and understandable manner. Emphasis is placed on what these trusts can accomplish for your donors, not simply on how they do it. |
 | Planning for the Future An overview of seven different giving methods, this booklet offers practical examples of how these gifts can complement a donor’s overall financial and estate plan. |
 | Tips and Traps When Naming Your Beneficiaries This helpful piece provides insight on incorporating beneficiary designations from various arrangements into your estate plans as well as highlighting pitfalls to avoid. |
 | A Guide to Charitable Giving Designed to appeal to a broad range of donors, this publication provides general information about the most effective ways to make charitable gifts as well as the tax and other benefits associated with each giving option. |
Pocket Guides
 | 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 donors and prospects as well as your advisor network. |
 | Charted Giving Plans Depicting the advantages of popular giving plans in a helpful chart format, this booklet contains nine categories of information about seven giving options for easy comparison. Tax consequences of different gift plans are also compared. |
 | Personal Planning Guide One of the most popular pocket guides packed with important financial information and planning tips for donors as they consider their year-end gifts. |
 | Federal Tax Pocket Guide This features the most updated income tax and estate tax figures and is an ideal planning aid for attorneys, trust officers, financial planners, accountants and other centers of influence. |
Note: All Pocket Guides are updated annually and reflect current 2026 figures and information. If you have questions about the content of a specific title or would like help selecting the right publication for your needs, click here to contact us.