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

2022-2023 Deadlines and Ship Dates*

ISSUE

Summer 2022
Fall 2022
Winter 2023
Spring 2023

DEADLINE FOR PARTICIPATION

May 6, 2022
August 5, 2022
November 18, 2022
February 3, 2023

SHIP DATE

June 17, 2022
September 16, 2022
January 6, 2023
March 17, 2023

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