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- Category: Announcements
- Category: blog
- Dividing > Multiplying: The Benefits of Segmenting Your Audience
- The Bucket List
- An Art and a Science—Crafting Compelling Donor Stories
- Happy Birthday! Celebrate Your Donors
- Notes From the CFO: The Real Impact of Planned Giving and Its Fit in Philanthropy
- An Opportunity To Engage at the CGP Conference
- “Supersized” RMDs for 2024 May Lead to Record QCDs!
- Lead By Example: Why You Need To Have a Will or Living Trust NOW!
- The (Not-So-) Secret Gift Planning Sauce
- 7 Reasons You Shouldn’t Give Up on Print
- Notes From the CFO: The Economic Return From Ongoing Training
- Three Steps To Take Now To Prepare for a Strong Year-End
- The Power of Partnering
- How Do You “Capitalize” When Stocks Surge?
- As Our Country Is Getting Older, What Does That Mean for the Nonprofit Community?
- Focus on the Gym Shoes
- Role-Playing the Planned Giving Conversation
- IRAs and the Roth Conversion
- Applying Traditional Marketing Techniques to Planned Giving
- Connected or Disconnected? Engaging Your Donors
- More Lessons From My Dad
- Building Your Advisor Network (Part 5)
- The Role of the Professional Fiduciary (Part 4)
- The Role of the Attorney (Part 3)
- The Role of the Accountant (Part 2)
- Getting To Know the Advisors (Part 1)
- Using SWOT Analysis for Nonprofit Organizations
- Paddling Ducks and Napping Turtles
- What We NEED To Know
- Lessons From My Dad
- Legacies
- Commitments, Not Resolutions
- Good Times for Gift Annuities
- Happy New Year!
- ‘For the Times They Are A-Changin’’
- Sharpe Senior Consultant Julie Schuldner Recertified With CFRE International
- Don’t Mi$$ Out! Year-End Giving Can Be the Most Important Fundraising Time!
- Philanthropy Puzzler: QCDs and Gift Annuities
- Creating Your 2023 Year-End Calendar
- Philanthropy Puzzler: Lemonade Out of Lemons
- Simple Steps to Raising More
- Philanthropy Puzzler: Bonds…Saving Bonds
- Year-End Recipe for Success
- The Planned Gift Safety Net in Uncertain Times
- 5 Things To Consider Now for the 2022 Year-End Season
- Tough Times for Education
- Building Organizational Sustainability
- Understanding the Most Generous Time of Year
- Good News for Gift Annuities!
- Securing a Better Retirement but Clouding Charitable Giving Incentives?
- The Road to Hell Is Paved With Good Intentions and Burdened by Registration Fees
- The Reporting Requirements of Aiding Those in Need Have Expanded
- Connecting Through Mobile Messaging
- Unpleasant Surprise From Proposed Regulation for Non-Spousal Beneficiaries
- Who Really Wants To Be Average? “Mean”ingful Metrics
- “If It Sounds Too Good To Be True … ”
- A Boom in Real Estate Fortunes
- “I Thought This Would Be a Simple Way To Give”
- The “Five P’s” of Estate Planning
- The Challenge of Success
- Gift Annuity Program: To Start or Not To Start?
- Remembering Robert F. Sharpe Jr.
- Too Much for Moore Results in Less
- 5 Ways To Help You Start the New Year Strong
- Too Clever by Half: Inheritance Agreements Wrapped in an LLC?
- What You Need To Know About Conduit Trusts
- 5 Ways To Show You Appreciate Your Donors (Beyond a Thank-You Note)
- Noncharitable Trusts as a Source of Charitable Funds!
- Flexible Deferred Gift Annuity in Retirement Planning
- Flexible Payments From Flexible Funding
- Year-End Marketing: The Clock is Ticking
- How to Be Fixed and Flexible During Inflationary Times
- Making Inertia Work for the Worker
- 5 Things To Consider Now for the 2021 Year-End Season
- What Happened to Wealth During the Pandemic?
- Encouraging Americans to Save Act
- The Importance of Donor Data
- What’s in a Name? Commemorative Naming Opportunities
- How Charitable Deductions Can Generate Estate Tax
- Digital Marketing’s Place in a Planned Giving Program
- Looking the Gift Horse in the Mouth
- One of the Family: Including Pets in Estate Plans
- Continuing the Legacy, Crafting the Vision
- Generosity Shines Bright Through the Pandemic
- The Coming Expanded Availability of QCDs? Worthy of Investigation? YES, but … Unanswered Questions
- Marketing Charitable Gift Annuities
- Ensuring Better Relations Between Development Professionals and Financial Advisors
- What About Bitcoin?
- Women and Giving
- Are Planned Giving Newsletters Necessary for Fundraising Success?
- The Role of the Lawyer
- To Accept or Not to Accept: The Importance of Gift Acceptance Policies
- Sharpe Group Consultants Share the Most Unusual Gifts They Have Worked With
- Certifying the Plan as Acceptable (CPA) … The Role of Accountants
- Thoughts on Taxes and Giving
- Does It Take a Village to Raise a Planned Gift?
- Can Not Asking for a Specific Amount Get You More? Part 2
- Can Not Asking for a Specific Amount Get You More? Part 1
- Back on the Team!
- 2020 Planned Gifts
- How Do You Spell Relief in 2021?
- The Updating of the Decennial Actuarial Tables: 2 Years Late and 10 Years Out of Date?
- Gift Receipts … Continued
- The Better Testamentary Response to the SECURE Act: Charitable Remainder Trust or Gift Annuity? Part 3
- Getting Ready for January 2021
- Latest COVID Relief Bill Signed
- The Better Testamentary Response to the SECURE Act: Charitable Remainder Trust or Gift Annuity? Part 2
- Gift Ideas for Those Who Don’t Itemize
- Working With Financial and Estate Planning Advisors
- Gifts of LLC Units
- Last Call for Giving in 2020
- The Better Testamentary Response to the SECURE Act: Charitable Remainder Trust or Gift Annuity? Part 1
- A Heartfelt Thank-You
- What Is an LLC?
- Jon Dickinson: No Pyrrhic Victory for Donors And DAFs
- What Influences Major Giving?
- The Looming Pyrrhic Victory for Contributors and Sponsors of Donor Advised Funds?
- How Does a CLAT Work?
- The Time Is Now for Year-End Communications
- A Problem for All
- Employees Can Be Donors Too
- Language & Research Tips for Planned Giving Officers
- Recapping Sharpe Online Academy’s Planned Giving #101–An Introduction
- IRS Form 8283
- Sharpe Index: State of Nonprofits in the Pandemic
- Year-End Giving 2020: Start Early, Later or Both!
- Gift Annuities for Young Individuals
- Year-End Giving Messaging Can Make a Difference
- IRS Nips in the Bud a Gift Plan Too Good to Be True
- Giving During Hard Times
- The 5% Probability Test … And How to Avoid It
- Two Important Questions
- “I Am Ready for My Closeup, Mr. DeMille”: Planned Giving’s “Moment”
- An Important Tax Court Case About Giving Real Estate
- Mixed Results for Giving in 2019
- Real Estate-Funded Gift Annuities
- How the IRS Discount Rate Affects Gift Calcs
- We’ve Received the PPP Funds … Now What? (The “All Things Considered” Edition)
- Using 20/20 Hindsight for Future Planning: What Nonprofits Should Be Doing Now, Part 2 of 2
- The Value of Stewardship, Part 2 of 2: Hang a Lantern on Your Problem … Before the Donor Does
- An Era of Heightened Scrutiny Arising for Donor Advised Funds?
- Opportunities to Give
- The CARES Act
- Should Nonprofits Accept the PPP Money?
- Navigating Times of Change: Part V – Completeness
- Working Together While Staying Apart
- Charitable Remainder Annuity Trusts … Youngsters Need Not Apply
- Navigating Times of Change: Part IV – Mindfulness
- Too Much of a Good Thing May Be Inefficient, Even if Wonderful!
- Don’t Forget to Write
- Navigating Times of Change: Part III – Thoughtfulness
- Protect Your Donors From Coronavirus Scams
- Deduct 100% of Your Income With Charitable Gifts in 2020
- Navigating Times of Change: Part II – Togetherness
- Today in Perspective…Preparing For Tomorrow
- Planned Giving Marketing During the Coronavirus: What History Tells Us
- Navigating Times of Change: Part I — Kindness
- Overcoming Pandemic Communication Challenge
- Don’t Give Up on Gift Annuities
- Fundraising in Uncertain Times
- The CARES Act : Harbinger of Seismic Changes to Charitable Giving Incentives?
- Gift Planning in the Time of COVID-19
- 7 Reasons to Stay the Course With Gift Planning Communications
- Solidarity in Solitary
- Taking the Time to Listen
- Communicating Hope
- The Stock Market in Panic: How Bad Is It?
- Maintaining Relationships With Donors From a Distance
- Alternatives to Meeting With Prospective Donors Face-to-Face
- How I Earn a Living
- The Pooled Unitrust
- Interest Rates and Gift Planning
- A Bit More on the SECURE Act
- The SECURE Act: A Good Gift Planning Opportunity?
- How Should Gifts Be Counted? Part III
- How Should Gifts Be Counted? Part II
- Steps for Successful Year-End Giving and Beyond
- How Should Gifts Be Counted?
- Get IRA Checkbook Gifts in Early
- What Are the Most Common Problems in Gift Planning? Part IV
- What Are the Most Common Problems in Gift Planning? Part III
- What Are the Most Common Problems in Gift Planning? Part II
- What Are the Most Common Problems in Gift Planning?
- Why Do Individuals Make Charitable Gifts?
- What is an “Estate Note”?
- Three Key Gift Acceptance Policy Provisions: Part III
- Three Key Gift Acceptance Policy Provisions: Part II
- Three Key Gift Acceptance Policy Provisions
- What is an IRA? Part IV
- What is an IRA? Part III
- What is an IRA? Part II
- What is an IRA?
- A CRT Paying Into a Second Trust — Part II
- A CRT Paying Into a Second Trust
- A Real Estate Matter
- What to Do When the Donor Dies
- Let’s Look at a Proposed CRAT Amendment — Letter Ruling 200010035
- Tax Rules in Charitable Gift Planning
- Charitable Gift Planning Q&A
- Let’s Talk About Worthless Gifts
- Who is a “Qualified Appraiser”?
- A Gift Planning Problem… and its Solution
- Footnote to the Previous Blog
- A Big Change Appears to be Coming
- Inflation Adjustments for 2019
- Let’s Look at Compound Interest—Part 3
- Let’s Look at Compound Interest—Part 2
- Let’s Look at Compound Interest
- Time to Simplify Charitable IRA Beneficiary Distributions?
- Charitable Remainder Trusts Have Three Life Stages
- Gifts for Which There Are No Tax Benefits
- Questions & Answers
- IRS Has Issued New Gift Substantiation Regulations
- Working With Life Estate Gifts
- Finding Missing Money
- Working With Baby Boomers
- Working With Older Donors—Part 2
- Working With Older Donors—Part 1
- The Role of State Law in Charitable Gift Planning
- Anticipating and Avoiding Problems
- Solutions to a Math (Choke) Lesson in Gift Planning
- A Math (Choke) Lesson in Gift Planning
- Gift Substantiation: Two Recent Tax Court Cases Are Revealing
- Let’s Look at Charitable IRA Gifts
- Answers to the Planning Problem
- Planning Problem
- Let’s Look at Some Key IRS Rulings, Part 6
- Let’s Look at Some Key IRS Rulings, Part 5
- Let’s Look at Some Key IRS Rulings, Part 4
- The Finish Line: Tax Law Update 12/22/17
- Are We There Yet? Tax Law Update 12/21/17
- The Bottom of the Ninth: Tax Law Update 12/19/17
- Let’s Look at Some Key IRS Rulings, Part 3
- Let’s Look at Some Key IRS Rulings, Part 2
- Tax Law Update 12/04/17
- Tax Reform Update 11/10/17
- Tax Reform Update 11/08/17
- Tax Reform Update 11/02/17
- Let’s Look at Some Key IRS Rulings, Part 1
- Tax Reform Update 10/26/17
- What Makes Up the Tax Law?
- Tax Reform Update 09/27/17
- Making the Most Generous Time of the Year Work for Your Organization
- Congressional Outline for Tax Reform Expected Soon
- A Gift Planning Quiz
- How Do Bargain Sales Work?
- Let’s Take a Look at Charitable Bequest Planning, Part 3
- Let’s Take a Look at Charitable Bequest Planning, Part 2
- Let’s Take a Look at Charitable Bequest Planning, Part 1
- Let’s Take a Look at Gift Annuities, Part 3
- Let’s Take a Look at Gift Annuities, Part 2
- Let’s Take a Look at Gift Annuities, Part 1
- Let’s Take a Look at the Estate Tax Charitable Deduction
- It’s Important to Know About the “Partial Interest” Rule: Part 3
- The Importance of Proper Gift Receipts
- Finally! The Charitable IRA Provision Is Permanent
- Gift Substantiation: The Tail That Wags the Dog
- Category: Estate Planning Tips
- Category: Gift Planning Trends
- Category: The State of Charitable Giving
- Category: Uncategorized
3D FlipBook
Give & Take
- Sharpe CGP Social―Meet Barlow Mann
- Sharpe CGP Social―Meet Julie Schuldner
- Sharpe CGP Social―Meet Kristin Croone
- Sharpe CGP Social―Meet Joe Chickey
- Will They, or Won't They? The Coming Tax Landscape
- A Sharpe Client's Perspective: Population Connection
- 7 Design “Must-Haves” for Your Planned Giving Website
- U.S. Giving Sets Record in 2023, But …
- U.S. Giving Trends and Year-End
- On Target for a Successful Year-End
- Making a Year-End List and Checking It Twice
- Making the Case for Planned Giving
- A Sharpe Client's Perspective: Washington National Cathedral
- Is It Print? Is It Digital? It's Both!
- RMDs and QCDs—The Time Is Now
- Estate Settlement
- Predictions for a Successful 2024
- Sharpe Group Through the Years | 2000s
- On Par for a Successful 2024
- Maximizing Your Planned Giving Website
- Time Is of the Essence
- 2024: In for the Long Haul
- All in for 2024!
- A View From Above
- The Year of The Ask
- Checklist and Checkup for 2024
- Sharpe Group Through the Years | 1990s
- How To Make the Most of Year-End in 2023
- Are You Spending Your Marketing Dollars on Your Best Prospects?
- When Life Imitates Art
- Sharpe Group Through the Years | 1980s
- Test Your Year-End Marketing Knowledge
- Leveling the Giving Field
- Ideal Strategy for Hard-Hit Endowments
- Sharpe Group Through the Years | 1970s
- A Love Story
- Understanding the Secure Act 2.0
- Preparing To Spring Forward
- Sharpe Group Through the Years
- Welcoming New Team Members
- Tips and Ideas for Making the Most of 2023
- In the Midst of Chaos
- Welcoming New Team Members
- Hiring the Right Planned Giving Officer
- Important Dates for 2022 Year-End Fundraising
- The Importance of Hiring a Development Professional
- Welcoming New Team Members
- The Future Is Here For Cryptocurrency
- The Future of Fundraising
- Fast Forward - A Message From Our CEO
- Communicating Your Mission in Two Minutes or Less
- Charity as Family—Writing the Final Chapter
- What They Want—The Power of Donor Stories
- “… Failure to Communicate”—A Message From Our CEO
- Communicating Your Mission in Two Minutes or Less
- Third Time's the Charm: Revisiting the Great Wealth Transfer
- The More Things Change, the More the Fundamentals Endure
- Analyzing Your ARC of Engagement
- IS AI for You? A Message From Our CEO
- Important Dates for 2021 Year-End Fundraising
- The New Tax Economics of Charitable Giving?
- Why and How To Use Donor Data
- The End Is Near!! A Message From Our CEO
- Giving Sets Overall Record for 2020!
- Unpleasant Surprises Lurking for Split-Interest Gifts in Future Tax Changes?
- Take the Long View—A Message From Our CEO
- We Can Make This “S” Car Go: A Message From Our CEO
- Back to the Basics: How a Program Assessment Was the Key to Success for The Wilderness Society
- Women and Planned Giving: Working With Widows
- Artificial Intelligence & Donor Insights
- Charitable Giving: Good for Charities, Good for Donors
- America’s Inherent Nature Brings Hope for 2021
- A Giving Haiku
- Planning the Adventure: A Message From Our CEO
- Good News for Givers in 2021
- Philanthropy Puzzler: Gifts From Life Insurance Policies
- Newsletters Are an Important Part of Stewarding Donors: A Conversation With IFAW's Tamara Lane-Wilson
- Navigating the Last Lap of the Journey
- Sharpe Insights : A Message From the CEO
- It's All in the Details: A Conversation With Lori Aratari, Rochester Regional Health
- Know Your Donors
- Is It Time for a Checkup?
- Quality Over Quantity?
- Sharpe Wholistic Solution: A Message From the CEO
- Timing Is Everything: The Planned Giving Program Audit and Review, Part 2
- The Wild Ride of 2020 Enters the Home Stretch
- Survey Results Illustrate the State of Nonprofits Across the Country
- Virtual Staff Training Is Key to Success in Gift Planning
- “VIRTUAL” So here we are! A Message From the CEO
- Timing Is Everything: The Planned Giving Program Audit and Review, Part 1
- Sharpening Your Appeal to Donors With Occam’s Razor: Simplicity Is Key
- When Will I See You Again? An Update on Sharpe Training Events
- Philanthropy Puzzler: Establishing a Scholarship Fund
- ACGA Announces New Suggested Charitable Gift Annuity Rates
- Important Dates for 2020 Year-End Fundraising
- It’s About Simple, Consistent Communication—A Message From the CEO
- After COVID-19 Will There Be a “New Normal” for Donors?
- Lessons We’ve Learned From Planned Giving Donors on Managing Times of Crisis
- The Value of Stewardship, Part 1 of 2: First, Do No Harm
- Using 20/20 Hindsight for Future Planning: What Nonprofits Should Be Doing Now, Part 1 of 2
- Philanthropic Forecast for Bequests
- Philanthropy Puzzler: The SECURE Act
- How Secure Is Your Organization’s Prediction of the Impact of the SECURE Act Upon Your Fundraising Efforts?
- What is AI and Big Data, and Why Does It Matter to My Nonprofit?
- Expanding the Vision of Bob Sharpe Sr.
- Continuing the Vision of Bob Sharpe Sr: A Message From the CEO
- ACGA Announces New Suggested Charitable Gift Annuity Rates for 2020
- Sharpe Group Welcomes New Team Members
- Message From Sharpe Group Chairman and CEO
- Seven Steps to a Successful Donor Visit
- What's Ahead for Planned Gift Fundraising in 2020?
- How Well Do You Know Your Donors?
- Letter From Our Chief Executive Officer
- Philanthropy Puzzler
- Charitable Giving Tax Service
- Perspectives on Personal Wealth
- A Look at Top University Endowments for FY2018
- Counting the Ways to Give at Year-End
- Making the Most of Giving in 2019: A Year-End Checklist
- Year-End Fundraising Tools
- Philanthropy Puzzler: Remainder Interest in a Home or Farm
- Characteristics of Mature Gift Planning Programs
- Eleven Guidelines for Senior-Friendly Marketing Materials
- Philanthropy Puzzler: Charitable Remainder Unitrust
- How Was Charitable Giving in 2018?
- Important Dates for Year-End Fundraising
- Accelerating Bequests
- Bequest Boom Timing Clues
- Will We Ride a Tax Reform Giving Rollercoaster?
- Is Your Gift Planning Marketing Reaching the Right Donors?
- Philanthropy Puzzler: Gift of Property
- Celebrating a Milestone: A 50-Year Career in Philanthropy
- Encouraging Gifts of Securities
- Philanthropy Puzzler
- Stocking Up on Gifts
- Is Your Bequest “Bucket” Leaking?
- Getting to Know You: Wealthy Donors in America
- It’s Scrambled or Over Easy: Gift Planning Advice From Lake Forest Academy
- Older Adults Projected to Outnumber Children
- Time for a Check-Up? The Benefits of a Planned Giving Program Audit
- Jumpstart Giving in 2019
- Putting Tax Motivations for Giving in Perspective
- Tips for Success in 2019
- Final Substantiation Regulations Issued
- Charitable IRA Gifts Are Particularly Attractive This Year
- Consultant’s Corner—Tips for Making Your Donor Communications More Effective
- Thoughtful Partnership Leads to Success–A Conversation with Guide Dogs for the Blind
- Tommy, Can You Hear Me?
- Year-End Fundraising Critical for 2018
- SHARPE newkirk Welcomes Laura Knitt, J.D.
- Claiming a Charitable IRA Gift on the 1040 Form
- Noncash Gifts Fuel Recovery in Giving
- All That Glitters...
- Structuring Gifts in Light of the Tax Cuts and Jobs Act
- Charitable Lead Trusts Can Do “Double Duty” Under New Tax Law
- Giving Trends in 2018
- Philanthropy and Generosity
- Trends in Giving: New Reports on U.S. Philanthropy
- Family Finances and Philanthropy
- New Transfer of Wealth Study
- Tax Reform Is Opportunity for Conversations: Experiences From McKendree University
- Higher Rates for Gift Annuities
- Is Your Gift Planning Library Obsolete?
- A Review of Charitable IRA Gifts
- Serving Those Who Serve Others: A Conversation With New Sharpe Group Executive Vice President Kathy Sperlak
- Make the Most of Charitable IRA Gifts
- Advice From Hampden-Sydney: Listening Is Key to Success
- Are You Getting Your Share(s)?
- Booklets of the Month: What Donors and Advisors Need to Know About Tax Reform
- Tax Reform and Charitable Estate Planning: The Keys to Future Success
- Tax Reform—Who Wins, Who Loses, Who Doesn’t Care?
- Helping Donors Navigate Tax Reform
- The Heart of the Matter
- Charitable Deductions– Revisiting the Basics
- Communication Tools for Educating Your Donors on Tax Reform
- Charitable Giving and the New Tax Act
- Wealth Transfer... What Wealth Transfer? Part 2
- Follow These Steps for a Successful Year-End
- The Year in Review
- Consultant Corner: Grief and the Gift Planner
- Helping Donors Organize Important Information
- Wealth Transfer...What Wealth Transfer? Part 1
- Where There's No Will, Is There a Way, Part 2
- Four Ways to Boost Year-End Giving
- Noncash Gifts Surge
- A Peek at Charitable Bequests of the Wealthy
- Turn a Record Dow Into Record Charitable Gifts This Fall
- Where There's No Will, Is There a Way?
- Are Charities and Financial Advisors at War?
- Planning Your Year-End Fundraising Calendar
- Lunch With Warren Buffett? Priceless.
- Moral and Ethical Quandaries in Charitable Giving
- What Happened to the "Wealth Effect"?
- When Giving Away a Favorite Stock Is the Smartest Thing to Do
- Treat Your Donors Like Family
- What's Up With Giving?
- “Prime Time” for Gifts of Securities?
- Surge of the Centenarians
- Will Taxes Still Matter in Charitable Giving?
- It’s Late. Do You Know Where Your Donors Are?
- “Do Your Homework”: One Donor’s Perspective on Fundraising Strategies That Work
- Your Donor’s Voice
- Entering the Matrix—Easy as ABC and 123
- 100 and Counting
- The Charitable IRA Boom
- Who Has the Keys to Your Digital Assets?
- Five Tips for Fundraisers New to Gift Planning
- Noncash Contributions Exceed $50 Billion
- High Capacity Donors
- Capturing Stories at Midwestern University
- Consultant's Corner: Who Has an IRA?
- Tax Reform and Charitable Giving
- 100 Years of Government-Encouraged Philanthropy
- Are You Near, Dear and Clear?
- Dos and Don’ts of Detecting Diminished Capacity
- Help Your Charitable IRA Donors Report Their Gifts
- Introducing the “Gerontrophilanthroplutocracy”
- Reflections on December Giving
- Tax Reform and Charitable Giving
- The Passing of the Greatest Generation: What Does It Mean?
- Creative Ways to Integrate Current and Future Gift Marketing
- Incomes Up + Poverty Down = More Giving
- PPP Name Change Adopted at Annual Meeting
- The Estate Tax Turns 100
- Claim Against a Donor's Estate Creates Media Frenzy
- Why Year-End Is the Most Generous Time of the Year
- The Emergence of Blended Gifts: Are Boomers Finally Booming?
- POD, Totten Trusts, ITF: Making Charities Beneficiaries of Donor Savings Accounts
- In the Market for Gifts of Stock
- Gifts of Securities: How to Motivate Donors to Make These Gifts
- Centenarian Death Rates on Downward Trend
- Lessons Learned from Prince's "Estate Plan"
- Introducing Dorothy and Dennis Donor: UK Legacy Giving Trends
- The Rich Are Different
- 8 Ways to Use Year-End Giving Communications to Encourage More and Larger Gifts
- Donor Recognition Society Case Study: The Church Health Center
- The Importance of Planned Gift Recognition Societies
- Age Around the World
- 2015 Marked a Record Year for Philanthropy
- Plan Now for the Busiest Giving Season of the Year
- A Consultant's Approach: Why Is Consistency Important in Planned Giving Communications?
- Three Interesting Things I've Learned From Writing Donor Stories
- Higher Education Hits Highs in 2015
- Charitable Gift Annuities - A Primer
- How to Create a Professional Advisors Committee
- How Long Will You Live?
- Examining the Role of Planned Gifts in Capital Campaigns
- ACGA Confirms Rates
- Giving to Colleges and Universities Reaches Record High
- Gift Planning Tips From the Bard
- Q&A: What Donor Communication Tools Are Best for Your Organization?
- What Goldilocks Can Teach Us About Taxes and Giving
- Tips for Accepting Gifts of Real Estate
- A Prescription for Gift Receipts
- Help Your Donors Understand the Value of Noncash Gifts
- Sharpe Group Announces New Team Member
- Real Estate Gifts: For Boomers, It May Be the "Real" Thing
- Help Your Donors Understand the Charitable IRA Law
- As Boomers Reach a New Milestone, How Will Their Charitable Giving Be Affected?
- Avoiding the Dark Side: The Ethics of Gift Planning
- Dos and Don'ts of Thanking Donors
- A New Study Predicts a Giving Boom
- Three Essential Ingredients for an Effective Newsletter
- Communicating with Donors the Old-Fashioned Way: Tips on Writing Letters
- Charitable Giving: Good for Charities, Good for Donors
- Navigating the Years Ahead: The Coming Year in Fundraising
- What to Do With or Without the IRA Rollover
- 'Tis the Season to Give
- Rain Dances or Meteorology?
- Think Print Is Dead? Think Again
- Jim Ross, Chief Executive Officer of Sharpe Group, Announces New Team Members
- Market Volatility May Spark Year-End Giving
- Taxing Matters: Token Donor Gifts
- Treat or Trick? Presidential Candidates Weigh in on Charitable Deductions
- Jim Ross, Chief Executive Officer of Sharpe Group, Announces Three New Vice Presidents
- The Donor Call: 7 Keys to Success
- How OHSU Raised $1 Billion to Close the Door on Cancer
- Start Planning Now for a Successful Year-End Giving Season
- Managing the Donor Downgrade
- 9 Ways to Make Your Website More Appealing
- Finding the Needles in Your Haystack
- Is It Time to Accelerate Bequests?
- Donor Concerned with Saving Tigers Chooses to Give Now and Later
- You Can Book It! Latest Survey Shows Rebound in Giving
- USA Giving Reaches Record Levels
- Providing for Pets in Estate Plans
- The Importance of Noncash Gifts
- Can You Bequeath Your Digital Library?
- Client Corner: Morris Animal Foundation
- Are You Reaching Your Spanish-Speaking Donors?
- "Old News" for Fundraisers
- Spring Planning Tips for Fundraisers
- Listening for the Silent Generation
- How Well Do You Know Your Donors?
- 12 Things to Remember When Working With Older Donors
- Avoiding Charitable Tax Traps
- Can You Spare a Million?
- Insight Into High Net Worth Donors
- Creative Ways to Integrate Marketing of Current and Future Gifts
- How a Young University Approaches Planned Giving
- When a "Will" Means Maybe
- Timing of the Last Will and Testament
- How to Help Donors Enjoy Their Longevity
- Mistakes You Can't Afford to Make
- What You Don't Know About Aging May Surprise You
- Was It a Major Gift Recession?
- Riding the IRA Rollercoaster
- Gaining Perspective on Gifts
- Will the Grinch Steal Christmas?
- On the Road to Success in 2015
- Gains in U.S. Household Net Worth May Lead to “Wealth Effect” Giving
- Timely Ideas for Stock Gifts
- Tips From a Gift Planning Expert: Mary-Gail Smith
- 50 Million Shades of Gray
- Millennial Donors Rising?
- Who Needs Tax Deductions?
- One in 25 New Yorkers Is a Millionaire
- Encouraging Stock Gifts
- News From Down Under
- Has a Bequest Boom Begun?
- Webster University's International Appeal
- November 15 Is National Philanthropy Day. What’s Your Plan?
- Perspectives on Planned Giving Marketing Trends
- U.S. Household Net Worth Reaches New Record High
- Bequests Lead the Way in Growth as Charitable Giving Nears Record Levels
- And the Answer to the $64,000 Question Is . . .
- Estate Settlement Dos and Don’ts, Part 2
- Charitable Remainder Trusts May Be the Perfect Solution for These Situations
- A Golden Age for Charitable Remainder Trusts?
- The Rotary Foundation Has Global Impact
- Good Times Are Coming
- Giving Pledge Marks Fourth Anniversary
- ACGA 2013 Survey Results
- Giving to Colleges and Universities Reaches Historic High
- Guess Who’s Turning 50?
- How Berea College Accomplishes the Remarkable
- Estate Settlement Dos and Don’ts
- Planned Giving When That’s Not All You Do
- What Goes Up Can Come Down
- Surprising Gifts Can Come From Loyal, Long-Term Donors
- Having Gift Acceptance Policies in Place Now Can Prevent Headaches in the Future
- Veteran Fundraiser Shares Insights
- The Importance of Saying Thank You
- Sometimes Acknowledging a Gift Is Not as Simple as It Seems
- Are Retirement Plan Gifts Past Their Prime?
- Time for a Check-Up? The Benefits of a Planned Giving Program Audit
- Fundraiser Makes a Career of Preserving History
- Planning for a New Year with the Gift Planning Matrix
- When Wealth Isn’t Enough: Focusing on Charitable Intent
- Neuroimaging and Charitable Bequests
- What’s Wrong With Focusing on Bequest Intentions From 40-Year-Olds?
- Generational Giving Revisited
- Respecting Donors Is Key to Gift Planner’s Success
- When Plans Change
- Doing the Right Thing - Insights From an Expert
- Who Benefits From Rising Stock Market Values?
- What Development Officers Should Know About Charitable Remainder Trusts
- Wealth in America
- Making the Most of Fourth Quarter Fundraising
- What Can Higher Education Survey Results Teach Us About Bequests?
- Unified Communication Plan Generates Gifts
- 100 Years and Counting: America’s Oldest Old
- Gift Planner Starts Planned Giving Program From Scratch
- Encouraging Planned Gifts Through Targeted Websites
- Three Ways to Attract and Hold Attention From Prospective Donors
- Use Down Time This Summer to Improve Donor Communications
- Deferred Gifts to Higher Education Rebound
- Bequest Boom or Bust?
- Could 60 Be the New 40?
- Household Wealth on the Rebound
- Charitable Trusts May Soon Be on the Rise
- Good News for Donors in 2013 - Update on Charitable Giving After the American Taxpayer Relief Act
- Sharpe Celebrates 50 Years - With a Look Back at the 1990s
- So, a Donor Wants to Make a Stock Gift. . . What Comes Next?
- Appreciating Stock Gifts
- Getting to the Right Mail Box
- Managing the “Donor Downgrade”
- Sharpe Celebrates 50 Years - With a Look Back at the 1980s
- Recapping Appraisal Rules
- Golden Geese, White Elephants and Gifts of Personal Property
- Sharpe Celebrates 50 Years - Into the ’70s
- A Tale of a Gift Gone Wrong
- Head Off Potential Problems with Gift Acceptance Policies
- Why Don’t People Give More?
- Wisdom from a Career in Planned Giving
- Sharpe Celebrates 50 Years of Gift Planning Expertise
- The Philanthropic Impact of the American Taxpayer Relief Act of 2012
- Mind Your Manners or You Won’t Get What You Don’t Deserve
- Why Don’t People Give More?
- A Tale of Two Taxes
- Why Do People Give?
- Ready for 2013? 13 Tips for Success in the New Year
- An Outside Look? The Planned Giving Assessment and Review
- Internet Tipping Point?
- A Bird in the Hand: Why Donors Shouldn’t Wait to Give
- Cal Farley’s CEO Shares Lessons Learned Over Career Serving Families and Children
- What to Do When the Donor Dies—Sticky Issues
- Ready for the Holiday Giving Season?
- Four Back-to-Basics Rules for Success
- What to Do When the Donor Dies—Collecting Gifts from Retirement Plans, Insurance, Pay-on-death Accounts and Life Income Arrangements
- Must Bequest Notifications Mean the End of Current Gifts
- Donations Up in 2011, Says NPC Survey
- How Important Is Recognition Society
- Bequest Income Up 8.8 Percent Last Year - Other Gifts Grew Less Than 1 Percent
- What to Do When the Donor Dies—Check the Numbers
- Green Shoots Beginning to Show: Gifts Up for Half of Charitable Organizations in 2011
- Boost Relationships and Funding with Thanks
- What to Do When the Donor Dies—Understanding Estate Administration Rights and Responsibilities of Charitable Beneficiaries
- Next Few Months Offer “Certainly Window”
- Household Wealth Rebound May Benefit Giving
- What to Do When the Donor Dies—Memorial Gifts
- Seniors and Broadband: A New Report You May Not Be Reaching Your Best Prospects
- IRS Report Offers Update on Charitable Trusts
- Do You Know Where You’re Going? Setting Goals and Objectives That Work
- What to Do When a Donor Dies
- The Planning Pyramid - Using Structure to Organize Your Gift Planning Process
- Memorial Motivations and Planned Giving
- Retirement Plan Gifts are Still a Good Option in 2012
- The “Polaroid” Donor
- New Year Brings New Rates
- Golden Oldies - Keys to Understanding the Surging 90+ Population
- Act Now to Maximize Gifts in 2012
- Secrets of Bequests Charitable Donors
- How to Plan Your Donor Communications for Maximum Impact
- Seven Things To Do Now
- A Window of Certainty in 2012
Take Advantage of What Isn’t Changing - In the Market for Stock Gifts?
- How Gift Planning Helps Meet Personal and Charitable Goals?
- How Charitably Oriented Is Your Marketing?
- I’d Like to Give, But…
- Planning for the Here and Now
- Monitor Response Through Attention to Content - Part 4 in a Series About Factors That Can Affect Your Marketing Response
- Campaigns for Endowment: Should Restrictions on Planned Gifts Be Encouraged?
- The Aging of America
- Looking for An “Opening”? Part 3 in a Series About Factors That Can Affect Your Marketing Response
- Are Your Programs Endowable?
- Gift Planner Facilitates $3 Million Lead Trust Gift
- Do You Have It Covered? Part II in a Series
- The Many Faces of Endowment
- Marketing for the Response You Want
- What about Bequests?
- Should Prior Evaluations Be Revisited?
- Giving USA – Figuring Out the Figures
- Taking Advantage of Summer
- Changing Charitable Deduction Could Discourage Most Generous Donors
- Is 70 the New 50?
- Accepting Success
- Say Thank You (Your Mother Would Approve)
- Four “Back–to–Basics” Tips for Success
- Study Shows Emotional Intelligence, Empathy Increased With Age
- Dos and Don’ts of Detecting Diminished Capacity
- Executives Shares Strategies That Work With Women
- The Widow’s Might
- A Bequest 100 Years in the Making
- What Do You Need to Know AGI Limitations?
- Updating Your Memorial Giving Program
- Veteran Gift Planner Shares Insight
- Q & A About Discount Rates for Charitable Gifts
- New Year Brings Tax Law Changes
- Gift Planner Uses Web
- Down to the Wire: Timely Ideas for Stock Gifts
- Managing Expectations
- The Case of Missing Intentions
- Keeping Up With Bequest Expectancies
- Waiting on Bequests
- In Today’s Economy, Gift Planner Finds ‘People Are Giving What They Have’
- Dos and Don’ts of Thanking Donors
- The Importance of Donor Recognition Societies
- Not-So-Brilliant Deductions
- The Life Cycle of a Typical Bequest Donor
- The Renewal of American Wealth
- How Will Your Year End?
- Drawing on Experience
- The Estate Tax Saga Continues
- Mixed Reports on Giving in 2009
- ‘Virtual’ Endowment May Help Help Donors Give Now and Later
- Generational Giving Trends
- Planning for the Preteen Years
- Lake Forest College and the ‘Millionaire Next Door’
- Adding the ‘Who” to the ‘Why’, ‘What’, ‘When’, and ‘How’?
- ACGA Gift Annuity Rates Change
- Tips for Speeding Up Bequest Distributions
- New IRS Data on Charitable Trusts
- Bequests During Recessions….Who Needs Them?
- Making the Conversion to a Roth IRA Less Taxing
- Recession Remainder Blues
- You Want to Promote What?
- Building Strong Relationships with Donors Leads to Success
- Don’t Miss Your Chance to Promote Memorial Gifts
- A Brain, a Heart and Courage
- Talking About ‘My Generation’
- In Your Donor’s Voice, Part 2
- Looking to 2010 and Beyond
- Giving Expression to Passion
- In Your Donor’s Voice, Part 1
- The Importance of Gift Planning Communications
- Ten Tips for Success in 2010
- Gifts of Stock Exceed Bequests
- Driven to Tears by Tiers?
- Will You Still Love Me?
- The Sharpe Group Gives Back to Community
- Update on IRA Gifts
- Achieving Success in Today’s Environment
- Campaining for Planned Gifts
- Behind Closed Doors: The Rise of Anonymous and Private Giving
- Giving USA Figures Released
- The Internet Comes of Age
- The Best Gifts for Today’s Environment
- The Truth About Charitable Estates
- The Road to Mismarketing May Be Paved With Good Intentions
- Understanding the Proposed Tax on Charitable Gifts by Higher-Income Donors
- Gift Planner Remains Optimistic About Giving
- Tax Benefits Can Begin at Home
- New Study Reveals How Wealthy Are Giving
- Bequest Comprise Bulk of 2008’s Top Ten Gifts
- Brother, Can You Spare a Million?
- National Gift Planning Survey Released
- Charitable Trusts, Leading the Way
- Why Not Cut Planned Giving?
- Did Congress Kill IRA Rollover Gifts?
- Lower Discount Rates Change Plan for Some
- Alternatives for 2009
- Walking an Economic Tightrope
- Building on the Basics
- Navigating Troubling Times
- Where Do We Go From Here?
- Tips for Turbulent Times
- Writing the Right Way to Donors
- Appropriate Roles for Board and Volunteers
- Can You Pass the Bequest Test?
- Grief and the Gift Planner
- Draw, Hold, or Call?
- Year-end Appeals Boost Funding and Strengthen Connection to Donors
- Relationship – Building Works With All Donors
- A Stitch in Time Saves Nine – and the Reverse can be True, Too
- The Sky is Falling …Again
- Surprising News About Stocks and Other Non-Cash Gifts
- Year-End Fact and Fallacies
- Giving Hits Record Levels
- Mistakes You Can’t Afford to Make
- Retired Fundraiser Loved Job, Community
- Was Planned Giving Invented in 1969?
- Tax Rebates and Giving – A Window of Opportunity
- ACGA Lowers Gift Annuity Rates
- Is Eighty the New Seventy?
- Finding New Synergy in Fund Raising
- Sharpe, William & Mary Partner for Continuing Education Credits
- The ‘R’ Word….Recession or Recovery?
- Helping Donors Make a Difference Energizes Fundraiser
- IRA Gifts Are Dead….Long Live Retirement Plan Gifts
- Studying Charitable Estates
- Consultant, Teacher Inspired by Clients, Students
- IRA Gifts R.I.P?
- Are You Suffering from a Blocked Transom?
- Corporate Governance Update: Part 2
- Setting Reasonable Expectations for 2008 and Beyond
- Managing Elder Donor Relationships
- From the Field: Trend Watch 2008
- Corporate Governance Update: Part I
- What’s Their Motivation?
- What Did Leona Helmsley Really Do?
- Going to Bat for IRA Gifts
- Designated Endowment: How Much Should We Restrict the Future?
- $300 Billion for the Asking
- Making a List and Checking It Twice
- A Rose by Any Other Name
- Meeting Multiple Goals Through a Charitable Trust
- Commitment to Education Drives Gifts
- Avoiding ‘Bad Heir’ Day
- Can You Afford These Gifts?
- Recognition Societies: Membership Should Come Easily
- Charitable Giving and the Alternative Minimum Tax
- Bequest Giving in 2006 – The Good, the Bad, and the Surprising!
- Designing for Seniors
- KETRA Gifts Beyond Expectations of Most
- In the Market for Gifts?
- Making a Charitable Remainder Trust ‘Worthy’
- Who Are Your Planned Giving Donor?
- Are Your Trustees On Board
- IRS Rules Regarding IRA Distributions
- Emphasize Memorial Gifts this Spring
- You and Your State Attorney General
- What Have You Learned from Your Donor?
- Using the Charitable Lead Trust to Create a Temporary Endowment
- Don’t Let Estate Taxes Drive Your Effort
- 4 Back-to-Back Basic Tips for Success
- Survey Reveals IRA Gift Data
- Appreciating Gifts of Securities
- CRTs by the Numbers
- Nuts and Bolts of Estate Administration: Part II
- From the Field: IRA Rollover Gifts
- Nuts and Bolts of Estate Administration
- Marketing Success in Today’s Environment
- Meet New Sharpe Team Members
- The PPA Before and After
- A Closer Look at Non-Cash Gifts
- Some Dos and Don’ts of Donor Acknowledgement
- Inheritance: Boom(er) or Bust?
- Understanding IRAs and the PPA
- Gift Planners Discuss Donor Visits
- Reinsurance of Gift Annuities – A Primer
- Giving USA Figure Released
- Substantial Gift Proof that Relationship Management is Key
- Now Plan for Year-End Success
- After the Bequest-Estate Administration Tips
- Leaving It All Behind?
- A Washington Update
- Understanding the ‘Gift’ in ‘Annuity’
- Gift Annuity Rates Unchanged
- Easing Into E-marketing
- Great Expectations?
- New Planned Giving Survey Released
- Enron, Worldcom, and You
- Dos and Don’ts of Detecting Diminished Capacity
- Survey Indicates Increased Giving
- Beyond the Lapel Pin: The Importance of Recognition Societies
- Understanding Estate Settlements
- From the Field: Lessons from KETRA
- Kick-Start Your Memorial Program
- Are You Near, Dear and Clear?
- Planning Matters
- Will Planned Giving Die with the Estate Tax?
- Gaining Perspective on Gifts
- Do Most Deferred Gifts Come from the Wealthy?
- A New Year Brings New Opportunities
- A Gem of an Idea
- 2005 May Still Be a Year of Opportunity
- New Perspective on the Estate Tax Repeal
- How to Help Donors Enjoy Their Longevity
- Study Reveals Generosity Among Retirees
- In the News
- Death Takes a Holiday
- Fund Raiser’s Passion for His Work Shines Through
- The Aging of America
- Waiting on the Wealth Transfer
- Itemizing Itemized Deductions
- 2004 Survey of Charitable Gift Annuities
Sharpe Group Executive Summary - News You Can Use
- The Importance of Timing Gift Planning Communications
- How Will Baby Boomers Boom? Part II
- Planning Matters
- Giving USA Figures Reveal Recovery
- The Power of the Purse
- Planning Matters
- Navigating Seas of Change
- How Will Baby Boomers Boom?
- Planning Matters
- The Widows’ Might
- Are You ‘Missing’ Your Best Donor?
- Planning Matters
- Is Anybody Out There?
- The Vital Importance of Discovering Bequest Expectancies
- Planning Matters
- Study Finds that Many of the Wealthy are Unprepared
- Accepting Success
- Planning Matters
- Prospects for Philanthropy for 2005
- Is the Third Time the Charm?
- Planning Matters
- Where the Generous Are
- Planning for the Future
- Planning Matters
- Philanthropy and the Next Four Years
- New Tax Laws Features New Rules for Charitable Gifts
- Planning Matters
- Beyond Cash Gifts – How Seniors Hold Assets
- How Will Your Year End?
- Planning Matters
- Improving Economy Brings Increased Optimism
- Are You Ready for “My Generation”?
- Planning Matters
- The Effect of Estate Taxes on Charitable Giving
- Are Gifts Annuities Beyond Compare?
Understanding Commercial Versus Charitable Gift Annuities - Planning Matters
- How Much Is Too Much?
- A Year-End Bonus?
- Back to Basics: Receiving Bequests Distributions
- Planning Matters
- Giving Reaches Record Level
- Declining Returns?
- Planning Matters
- When It All Works: Pointers from West Point
- A Closer Look: Income and Charitable Giving
- Planning Matters
- New Gift Valuation Standards Released
- Getting Personal About Wealth
- Planning Matters
- The Changing Face of America’s Donors
- Board Member Turned Fundraiser Shares Insight
- Planning Matters
- Are Donors Back in the “Market” for Planned Giving?
- Philanthropic Giving Index Reveals Surge in Confidence
- Planning Matters
- Are Your Plans Being Deferred?
- NCPG Releases Proposed Valuation Standards
- Planning Matters
- The Future of Charitable Gift Planning
- Back to Basics: Charitable Gift Annuities
- Planning Matters
- The Sharpe Group: The Past Forty Years
- Passing on a Legacy of Scholarship
- Planning Matters
- Is There Security in Planned Giving?
- Really Need To Go To Law School?
- Planning Matters
- Planned Gifts With Near-Term Benefits
- Expecting the Best
- Planning Matters
- IRS Figures Reveal Planned Giving Growth
- Planning Matters
- Impact of the 2003 Tax Act on Charitable Giving
- New Internet Study Yields Surprising Results
- Worth the Wait
- Planning Matters
- “Making the Thank”
- Planned Gifts Provide Sought After Stability
- Planning Matters
- “People Give to People”: An Interview With Frank Wendt
- Gift Planner Shares Unique Perspective
- Integrating Gift Planning in Broader Communications
- Revisiting the Wealth Transfer
- Planned Gifts Reported as Most Successful Funding Method
- Why Don’t People Give More?
- Memorial Giving: Thinking Outside the Box
- Why Do People Give?
- Accepting Success
- Planning Matters
- A World of Difference?
- Bequests on the Rise
- Planning Matters
- The State of Estates in America
- Realizing Real Estate Gifts
- Planning Matters
- Brother, Can You Spare a Million?
- Starting From Scratch
- Planning Matters
- One Year Later: A Different Mix
- Are Seniors Surfing the Web?
- Planning
- Finishing 2002 on a Strong Note
- Persistence Pays Off
- Where Do We Go From Here?
- Strategic Planning Is the Key
- Planning Matters
- Putting the Donor First
- Gift Planners Share Their Keys to Success
- Planning Matters
- Discovering the Major Donors Next Door
- Year-End Comes but Twice a Year
- Planning Matters
- Helping Donors Make the Most of Their Gifts in 2002
- Bequests are the Foundation of a Good Program
- Planning Matters
- Report May Indicate Another Record Year for Bequest Income
- The Gift for All Seasons
- The Planning Pyramid
- Planning Matters
- Memorial Gifts: Linking Current and Deferred Giving
- Planning Matters
- Examining the Role of Planned Giving in Capital Campaigns
- Headmaster Takes Lead Role in Developments Efforts
- Planning Matters
- Countdown to Estate Tax Charges
- Planning Matters
- Are You Near, Dear, and Clear?
- Planning Mattters
- Maximizing Major Gifts This Year-End
- Improving Acknowledgement Efforts, Educating Donors in One Step
- Planning Matters
- Boost Relationships, Funding by Giving Thanks
- Donor Messages Offer Clues, Call for Creative Response
- Planning Matters
- Back to School Be Prepared for Gift Planning 2002
- How Do Your Publications Rate?
- Addressing Older Donors' Needs Leads to More Cost-Effective Fund Raising
- Planning Matters
- Making Sense of the Census
- Planning Matters
- What Gift Planners and Donors Are Saying About New Tax Law
- Gift Planner Enjoys International Scope of Work
- Planning Matters
- Back to Basics
- Gift Planner Turned Financial Advisor Discusses Ultra-Wealthy
- Planning Matters
- New Report Shows How Super-Wealthy Give
- Fund Raiser in Higher Education Finds Niche in Gift Planning
- Planning Matters
- The Anatomy of a Gift
- Looking Through the Numbers
- Before, During, and After the Bequest
- Planning Matters
- Gifts for All Seasons
- Gift Planner Strives to Nurture Relationships
- Patience Pays Dividends for Bay Area Public Broadcaster
- NCPG Study Suggests Marketing Strategies
- Gift Planner Treats Donors Like Family
- Planning Matters
- Important New Survey About Planned Giving
- If I Only Knew Then What I Know Now
- Remarkable Gift Proves Relationships Are Key
- Planning Matters
- Women and Wealth — What Should You Know About Female Donors?
- Fall 2000 Update: Tremendous Gift Opportunities
- Developing Relationships is Gift Planner’s Main Goal
- Planning Matters
- Life-changing Experience Fuels Gift Planner’s Passion
- Planning Matters
- Participating in the Wealth Transfer—Don’t Miss the Boat
- Largest Increase Ever in Bequests to Higher Education
- Gift Planner Practices What He Preaches
- Planning Matters
- Reports Reveal Boom in Planned Giving
- Footnotes for Gift Planners
- What Are We Doing About Endowment?
- Planning Matters
- Riding the Rollercoaster
- Footnotes for Gift Planners
- Commitment to His Institution Is Key for Gift Planner
- Planning Matters
- Do You and Your Donors See Eye to Eye?
- Footnotes for Gift Planners
- Gift Planner Recommends ‘Seizing the Moment’
- Planning Matters
- Trust Me . . . The Gift is Irrevocable
- Footnotes for Gift Planners
- 1997 Tax Act Changed Gift Planner's Life Judith Kaufman
- Planning Matters
- Estate Administration-Closing the Loop
- Exploring the Educational FLIP Trust
- Former Fund Manager Now Committed Fundraiser
- Planning Matters
- Memorials - Bridging Current and Future Giving
- Respecting Donors’ Needs Comes First With Gift Planner
- Planning Matters
- Mission Impossible? Planned Giving Results and Projection
- In The News...
- In Your Donor's Voice - Part 2
- Is a Full-Time Gift Planner Necessary for Success?
- In The News...
- In Your Donor's Voice - Part 1
- Fund-raising Executive Stresses Honesty and Ethics
- Are All Planned Gifts Valuable?
- In The News...
- Taking Stock at Year-End
- Do ‘Planned Gifts’ Take a Long Time to Produce Funds?
- In The News...
- Retired PBS Gift Planner Reflects on 30-Year Career
- Are Irrevocable Gifts Always the Key to Success in Planned Giving?
- In The News...
- A Rose by Any Other Name...
- Gift Planner Enjoys 'Helping People See Things In a New Light'
- Are Planned Gifts Primarily Motivated by Tax Incentives?
- Study Indicates Record Gifts to Charities in 1998
- In The News...
- Gift Planner Finds Satisfaction in Work
- Do Most Deferred Gifts Come From the Wealthy?
- In The News...
- Hawaii Gift Planner Inspired by Donors' Generosity
- The Myths and Realities of Planned Giving
- In The News...
- Intellect, Sensitivity Blend Harmoniously for Gift Planner
- Rural Mission Serves Poor, Donors Through Planned Giving
- June 8 Is Deadline for Flip Trust Reform
- In The News...
- Funding a Gift Annuity With Stock--When Is the Gift Complete?
- Is Anybody Out There?
- Five Tips for a Successful Donor Visit
- In The News...
- Learning Gift Planning on the Job
- Flip Trust Offers New Planning Opportunities
- IRS Gives Gift at Year-End 1998
- In The News...
- Gift Planner Promotes Establishing Trust With Donors
- Spring Cleaning for Gift Planners: Spruce Up Your Memorial Program
- In The News...
- Boston Gift Planner Finds Donors "Fascinating"
- Nine Tips for 1999
- Acknowledging Donors--Part II
- In The News...
- Newsletter Mailing Results in $300,000 Gift Annuity
- Down to the Wire: Timely Ideas for Stock Gifts
- Acknowledgement Programs--From Two Gift Planners' Perspectives
- In The News...
- Creative Ways to Integrate Current and Future Gift Marketing
- Beyond Target Marketing, What's Next?
- In The News...
- Are Your Bequest Expectancy Donors Telling the Truth?
- Making the Most of Your Board and Volunteers
- Advice from Gift Planners in the Field
- Untangling the Web--Should Charities Be on the Internet?
- In The News...
- Viatical Settlements--A Matter of Life and Death and Charity
- The Impact of Stock Market Volatility on Charitable Gift Planning
- Federal Court Gives Gift Annuities the Green Light
- In The News...
- Easy Marketing Idea Yields Big Results
- 'Megannuities'--An Idea Whose Time Has Come?
- Tips on Writing Letters to Donors
- In The News...
- Giving USA Shows Bequest Giving Up Sharply in 1997
- Taking Advantage of Summer
- For Year-End Success, Establish Goals Now
- In The News...
- Is Your Planned Giving List a Moving Target?
- Repeated Year-End Appeal Emphasis Boosts Funding
- In The News...
- Gift Annuity Rates Lowered at Conference
- Asking for the Gift: A Discussion with Frank P. Wendt
- A Bucket of 'Tiers'
- In The News...
- Can You Pass a Charitable Bequest Quiz?
- What to Do When the Federal Mid-Term Rate Is Falling
- In The News...
- Brush Up on IRS Substantiation Rules
- Revamped Newsletter, Mailing List Improve Response
- In The News...
- Can Good Planning Mean Mutual Benefits?
- A Conversation With David Dunlop: Part II
- Saying Thank You for Bequest Commitments
- In The News...
- Focus on Your Mission With Photographs
- A Conversation With David Dunlop: Part I
- Appreciating Gifts of Securities
- In The News...
- For Gift Planning Success, Love What You Do
- The Importance of Saying the Appropriate Thank-You
- Gifts to Universities: To Be or Not to Be?
- Maneuvering the Maze of Gift Annuity Registration
- Adapt to Changing Circumstances for Success in 1998
- In The News...
- How To Plan a "Successful" Mailing
- Charitable Intent and Tax Concerns Result in $1 Million Lead Trust
- Gift Planning Professionals Share Their Thoughts on the New Tax Law
- In the News...
- How Do You Spell Relief? Continued... Impact of the TRA on Planned Gifts
- How Do You Spell Relief?
Charitable Giving in the Wake of the New Tax Law - Can We Talk? A Basic Guide to Interviewing
- Dedicated Alumnus Gives Much More Than Expected -- Without Being Asked!
- The Importance of Timing of Gift Planning Communications
- In the News ...
- Bequests by the Numbers
- In the News ...
- Why Send Multiple Year-End Gift Promotions?
- Studies Reveal Profile of Typical Bequest Donor
- Resist Throwing Away Your Best Relationships
- In the News ...
- A Word About Planned Giving Seminars
- 'Train & Maintain' Your Volunteer Force
- Help Your Donors Meet Personal and Charitable Goals
- In the News ...
- Benefit from Inter-Departmental Cooperation
- WETA-TV/FM Receives Largest Bequest Ever
- Using the Charitable Lead Trust to Create a "Retirement Plan" for Children
- Legislative Anniversary
- IRS Releases Final Regulations
- Confusion Abounds on Gifts of Appreciated Property
- Must Reading for Financial Development Executives: Who is likely to accumulate wealth?
- Scholarships Established With Charitable Annuity Trust
- Suggested Gift Annuity Rates Revised
- In the News.....
- Alum Returns, Launches Planned Giving Efforts
- Where There's a Will There's a Way... or is There?
- The Vital Importance of Discovering Bequest Expectancies