Personalized Pocket Guides

Help Your Donors Make Gifts This Year

Ensure your donors and their advisors have materials to refer to when planning their gifts this year. Start a conversation about smart ways to give with up-to-date communications that detail donors’ options when deciding what—and how much—to give.

Sharpe Group has two 10-panel informational printed publications updated for 2024 that you can use to educate your donors, as well as your staff, volunteers and financial advisors in your area, about the most effective ways to make gifts to your organization. View the list of suggested uses for these handy guides.

Both the “Federal Tax Pocket Guide” and “Your Personal Planning Guide” can be personalized and ordered online. Depending on which publication you select, up to three cover styles are available, allowing you to personalize with an accent color and full-color logo with Options 1 and 2 and also an image (choose from our gallery or upload your own) in option 3. Contact a Sharpe Group consultant for guidance on how to create a fully customized version of these booklets for your organization.

Learn How to Get Started

personalized pocket guides

Personalized Pocket Guides

The “2024 Federal Tax Pocket Guide” 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.

federal tax pocket guide
personal planning guide

The “2024 Personal Planning Guide” is the “consumer” version of the popular “Federal Tax Pocket Guide” and is packed with important planning tips for your donors and prospects.

Depicting the various advantages of popular giving plans in a helpful chart format, “Charted Giving Plans” contains nine categories of information about seven giving options for easy comparison. Tax consequences of different gift plans are also compared.

2023 charted giving plans spread
2023 PFAR spread

A helpful resource, the “Personal Affairs Record” is a useful booklet that helps your donors organize and record important personal information and facts about their family, property, investments, estate plan and other financial affairs.

How to Get Started

  1. Sign up to obtain a username and password to create your personalized publications.
  2. Click on a title in the dropdown menu below to download a PDF preview of each available publication.
  3. Choose a title.
  4. Choose your cover style. If choosing a cover with an image from your own library, view our guidelines for digital art submission. Select a photo that meets the outlined specifications to ensure the quality of your product. Upon logging in to the store, you may choose from a group of pre-selected images in the photo bank.
  5. Review pricing chart (see below).
  6. You will need the following items to get started:
    • Photo (if you would like to use your own).
    • Logo for front cover.
    • Contact information.
    • Bill to/ship to information.
  7. Review the step-by-step instructions for creating and ordering your personalized publications.

Place Your Order Now

Personalized Pocket Guide Pricing

100-249$5.95 each
250-499$3.35 each
500-999$2.35 each
1,000-2,499$1.60 each
2,500-4,999$1.20 each
5,000-7,499$0.80 each
7,500-9,999$0.60 each
10,000-14,999$0.50 each
15,000 or moreCall 800.342.2375

Shipping is not included. Shipping will be determined based on quantity and delivery zip code and provided in your cart upon ordering.

How To Use 2024 Personalized Pocket Guides:

  • Insert in acknowledgments for larger gifts all year long.
  • Enclose with gift proposals throughout 2024.
  • Enclose with periodic pledge reminders.
  • Feature in communications with gift recognition society members.
  • Use as follow-up piece for virtual donor visits.
  • Provide in literature racks along with other materials.
  • Distribute as an educational tool for volunteers and development staff.
  • Use as a special end-of-year mailing to major gift prospects next fall.