Sharpe’s lead consultants each have more than 25 years of experience in designing and implementing gift planning programs. They’ve been featured in major national and international publications, including:

  • The Wall Street Journal
  • The New York Times
  • Newsweek
  • Forbes
  • SmartMoney
  • CBS MarketWatch
  • The Chronicle of Philanthropy
  • Trusts & Estates
  • Kiplinger’s Personal Finance

Our consultants regularly speak at gatherings across the country, including the planned giving councils in New York, Washington, Chicago and Los Angeles, as well as Partnership for Philanthropic Planning (PPP) and the Association of Fundraising Professionals (AFP) national conferences. If you’d like to request us for an upcoming conference or meeting, please contact us

As strategic consultants, we can deliver a measurable roadmap for your organization’s future by applying the Sharpe KnowledgeBaseSM to your mission and donor data. This enables us to maximize quantifiable results and deliver a faster return on investment for your program. Or, we can provide any of the à la carte projects below. Your mission is important to us – we take pride in the results we achieve with our clients and the long-term relationships we maintain with them.

Our Background

Sharpe staff is known for its mastery of the process of bridging the finance and development functions within nonprofits. This is vital not only to meet funding needs, but also to ensure that funds are stewarded over time in ways that are in compliance with the intent of donors and applicable and state and federal regulations. We respect the role of staff and other advisors and are pleased to work in tandem with others who specialize in capital funding, direct marketing, annual giving, fiduciary services, internet services and other specialized components of a comprehensive fund development effort. Our specialists include:

  • Strategic consultants who assist in the planning, ongoing implementation and evaluation of efforts designed to encourage more effective resource development
  • Technical consultants who assist in determining the types of gift opportunities they can cost-effectively offer donors in light of their financial capabilities, as well as provide guidance in the process of completing more complex gifts
  • Editorial and creative consultants who help create communication materials designed to inform and motivate donors on ways they can make current and future gifts

Consulting Services

  • Planned gift readiness assessment
  • Review of program infrastructure, asset management and administrative capabilities
  • New gift planning program design
  • Donor Data Enhancement
  • Endowment campaign planning and support
  • Estate settlement support
  • Projection of planned gift potential, expected income and timing
  • Assessment of existing planned giving program
  • Communications strategy development and planning to achieve projections through donor education
  • Measurement of return on budget dollars invested in your program
  • Advice and technical analysis on planned gift structure and proposals
  • Assistance with donor stewardship and recognition plans
  • An analytical, consultative approach to long-term program strategy
  • Orientation and training for boards, staff and volunteers

Start a conversation to tell us about the needs of your program.


training-conference Through our seminars, webinars, conferences, presentations and customized training, Sharpe Group has trained more than 15,000 development professionals. Learn more …

As an alternative to our highly-acclaimed seminars, Sharpe also offers customized training for your donors, staff, board and volunteers. Receive our undivided focus on your mission and team to gain perspective on major tax law changes and current events and how they drive the actions your nonprofit should take today to ensure your financial future.

Board Presentations

Does your nonprofit’s board of directors have a strong understanding of the changing landscape that affects your major gift and planned giving programs? The actions you take today can determine the financial success of your nonprofit five to ten years into the future. Sharpe experts can give your board a crystal clear understanding of the ever-changing tax laws and how they will shape your future major and planned gift results.

Executive and Staff Training

Sharpe offers time-sensitive, relevant training for all members of a development team, from the CEO or Executive Director to volunteers. Training can be conducted at your offices or another place of your choosing. Whether you want a targeted version of one of our popular seminars or a tailored educational session, Sharpe’s seasoned experts can deliver what your program needs to succeed.

Support for the Small Nonprofit

support-2 Connect with us to start a conversation about the needs of your program. Connect …

If you’re the one- or two-person team who’s stretched thin on time, resources, tools and expertise, our support for the small and midsize nonprofit organization gives you access to the expertise once reserved for only the largest nonprofits. Our experts will evaluate the gaps in your program and create a design that delivers the most important resources for your budget. Instead of hiring full-time resources, think of Sharpe as your one-stop-shop for your gift planning needs.

Support You Receive

You’ll have access to the vast depth of Sharpe expertise – the same people who have been guiding the gift planning programs of America’s largest nonprofits for decades. The Sharpe team can assist you with structuring your program and staff, be available to address your donor questions and interact with your volunteers and donors’ advisors when needed.

What It Can Do For You

Sharpe Support gives you more than peace of mind. Having the expertise of the industry’s thought-leaders behind you frees you to focus on core day-to-day tasks, without sacrificing valuable time learning to become a major gift or planned gift expert for a small donor file or a handful of gifts each year. And our support, in real time, gives you the knowledge you need to get that gift of a lifetime.

Plan Writing    

plan-writing-3 Connect with one of our consultants to talk about a plan for your program. Start…

Are you confident that your current donor communications plan will deliver the quantifiable results that your nonprofit needs? Are you having success achieving metrics… but not getting the money into your endowment? Or are you spending your marketing budget without receiving any of the results you expected? Sharpe consultants are available to craft a custom communications plan tailored specifically to your donor file, focused on producing the quantifiable results you need.

What You Get

Our approach starts by matching your donor file to the Sharpe Gift Planning MatrixR. Instead of struggling through the strategies, tactics and vendors that make your job difficult and produce unpredictable results, get the program and support designed for your needs, with an experienced team who cares about your success. By leveraging quantifiable data, we’ll show you the exact types of donor communication programs that will produce the results your nonprofit is looking for – gifts that will ensure the financial future of your organization.

What Your Plan Might Cover

Marketing agencies are telling you to use social media, but do Facebook “likes” produce gifts within your timeframe? Or are you delivering vanity metrics to your board? Are email blasts effective? What about microsites? Events? Direct mail? Face-to-face meetings? The reality is that each of these play a specific role – some build awareness, some drive small immediate gifts and some produce the gifts that move the needle. Our plan will recommend the right combination of communication vehicles to meet your immediate and future goals.