Sharpe Education

Sharpe consultants regularly create resources to help fundraisers meet their goals. From white papers and e-guides to sample communications and webinars, these resources explore gift planning trends and topics, as well as provide helpful tips for fundraisers to consider within their own programs. Backed by over 50 years of expertise, Sharpe consultants know how to structure donor communications programs to maximize their potential.

Please visit this page from time to time, as resources will be added continuously. For more helpful information and gift planning tips, sign up for the Sharpe blog and Give and Take newsletter.

White Papers

Please select from the white papers listed below…

• Tax Cuts and Jobs Act of 2017 and click here to learn more about the new booklet “Your Guide to Effective Giving After Tax Reform”
• Gift Planning for Same-Sex Marrieds
• Gift Substantiation in a Nutshell
• Good Planning With the Right to Revoke
• Relinquishing Life Income Payments—The Whole Story
• Everything You Need to Know About UPMIFA

Articles, Presentations and Webinars

• Deduct 100% of Income With a 2020 Charitable Gift Annuity? Yes (but not likely with a CRT) (April 21, 2020 article by Professor Russell James, JD, PhD, CFP®, Texas Tech University)
• “Tax Reform & Charitable Giving: A Sharpe Group Webinar” (January 25, 2018 webinar: 60 minutes)
• “Politics, Tax Reform & Philanthropy: A Special Postelection Sharpe Group Webinar” (December 14, 2016 webinar: 60 minutes)