Planning With Purpose Newsletter Program

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.