Planning With Purpose Newsletter Program

planning with purpose newsletter layout

Four times a year, Sharpe Group offers Planning With Purpose, an affordable and engaging planned giving newsletter program with two levels available (see details below). This newsletter is written and designed to motivate donors to make larger gifts today and through their long-range financial plans. Topics include estate planning, wills and bequests, noncash assets, beneficiary designations, giving through retirement plans—such as QCDs—and other relevant and timely topics.

planning with purpose newsletter levels

2021-2022 Deadlines and Ship Dates*

ISSUE

Summer 2021
Fall 2021
Winter 2022
Spring 2022

DEADLINE FOR PARTICIPATION

May 7, 2021
August 6, 2021
November 12, 2021
February 4, 2022

SHIP DATE

June 18, 2021
September 17, 2021
January 5, 2022
March 18, 2022

*Your organization may participate in one issue only or up to four times a year.