On-Demand Planned Giving Pocket Guides
The 2026 Federal Tax Pocket Guide will be available soon with the latest tax information at your fingertips.
Join our list to receive an update as soon as it’s ready to order.
Sharpe Group has 10-panel informational printed planned giving publications updated for 2025 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.
On-Demand Pocket Guides
The “Your Guide to Federal Taxes 2025” 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.
The “2025 Tax and Estate Planning Guide” is the “consumer” version of the popular “Your Guide to Federal Taxes 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.
A helpful resource, the “Personal Affairs Record” is a useful guide that helps your donors organize and record important personal information and facts about their family, property, investments, estate plan and other financial affairs.
The “Financial Figures Pocket Guide” is a handy reference 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.
How to Get Started
- Sign up to obtain a username and password to create your on-demand publications.
- Click on a title in the dropdown menu below to download a PDF preview of each available publication.
- Choose a title.
- 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.
- Review pricing chart (see below).
- You will need the following items to get started:
- Review the step-by-step instructions for personalizing and ordering your on-demand printed publications.
How To Use 2025 On-Demand Pocket Guides:
- Insert in acknowledgments for larger gifts all year long.
- Enclose with gift proposals throughout 2025.
- 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.