Sharpe Consulting

sharpe consulting

As strategic consultants, we can deliver a measurable roadmap for your program’s future by using findings from the Sharpe KnowledgeBase®. This enables us to maximize quantifiable results and develop strategies and tactics tailored to meet your unique goals.

Our Capabilities

Sharpe Group’s reputation for excellence in advice for major and planned giving—both current and deferred—is well earned. With our KnowledgeBase, which comes from our clients’ experience and our research, we are recognized leaders in the industry and long-term members of many of the leading professional nonprofit organizations.


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
  • Planned Giving Today
  • The Chronicle of Philanthropy
  • Trusts & Estates
  • Kiplinger’s Personal Finance
  • The NonProfit Times

Our consultants have spoken at conferences across the country, including New York, Washington, Chicago and Los Angeles, as well as at the National Association of Charitable Gift Planners (CGP) and the Association of Fundraising Professionals (AFP) national conferences.

Our specialists include:

  • Strategic consultants who assist in the planning, ongoing implementation and evaluation of your gift planning program.
  • Technical consultants who provide guidance in the process of completing more complex gifts.
  • Editorial and creative consultants who help create content and materials designed to inform and motivate current and future gifts.

Sharpe Consulting Services

  • Planned gift readiness assessment.
  • Review of program infrastructure, asset management and administrative capabilities.
  • New gift planning program design.
  • Fundraising strategies.
  • Review of gift acceptance policies.
  • Projection of planned gift potential, expected income and timing.
  • Strategic marketing and communications plans.
  • Donor communications and creative services.
  • Measurement of return on budget dollars invested in your program.
  • An analytical, consultative approach to long-term program strategy.
  • Donor data enhancement and Sharpe Gift Planning Matrix©.
  • Ongoing program support.

Please contact us if you would like to request us for an upcoming conference or meeting.