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Posts by category

• Category: Announcements
  • Dow Doubts???
  • Gift Planning and Same-Sex Marriage
  • Trends in Planned Giving – ACGA Annual Conference Presentation By Robert F. Sharpe, Jr.
• Category: blog
  • 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
  • What Happens to Assets in the Cloud When You Pass Away?
• Category: Gift Planning Trends
  • Reserving the Right to Revoke
  • What Is the Law Concerning Gift Agreements?
  • Relinquishing Life Income Payments: What Are the Issues?
  • What Will Happen to Your Beloved Pet When You Die?
  • Robert Sharpe’s Opening Symposium Presentation at the 2014 ACGA Conference – Trends in Planned Giving
  • The Donor Centered Approach
  • The Correlation Between Digital Marketing and a Reduction in Planned Gifts
• Category: The State of Charitable Giving
  • The Camp Proposal – How It Will Affect Current and Future Charitable Giving Plans
  • The Outlook for Charitable Giving Looks Good
• Category: Uncategorized
  • A Long Time Ago in a Galaxy Far, Far Away
  • Think Charitably for Family and Charities … Sooner Rather Than Later
  • Getting Ready for 2022 – The Power of “No” and “One”
  • It Ain’t Over ‘Til It’s Over: Tax Law Update 12/08/17
  • Why Do Individuals Make Charitable Gifts the Way They Do?
  • Tax Reform Update 10/4/17
  • Answers to “A Gift Planning Quiz”
  • Gift Planning to Benefit Third Parties
  • Let’s Take a Look at the Federal Gift Tax, Part 2
  • Let’s Take a Look at the Federal Gift Tax, Part 1
  • “Partial Interest” Rule, Pt. 2
  • “Partial Interest” Rule, Pt. 1
  • Let’s Look at Bargain Sales
  • Stock Market Zooming Toward a Securities Giving Boom or Bust?
  • What Do Rising Interest Rates Mean for Charitable Giving?
  • Some Possible Tax Changes for 2017
  • Let’s Look at Some Gifts That Are Not Deductible
  • Let’s Review the Date-of-Gift Rules: Part 2
  • Let’s Review the Date-of-Gift Rules: Part 1
  • How Does State Law Affect Charitable Giving and Gift Planning?
  • IRS Publication 526: “Charitable Contributions”
  • Can Assets in a Trust Be Used to Make a Charitable Gift?
  • Let’s Look at the 1974 Jordan Case from Florida
  • Let’s Spend Time With Lead Trusts – Pt 6
  • Let’s Spend Time With Lead Trusts – Pt 5
  • Let’s Spend Time With Lead Trusts – Pt 4
  • Let’s Spend Time With Lead Trusts – Pt 3
  • Let’s Spend Time With Lead Trusts – Pt 2
  • Let’s Spend Time with Lead Trusts – Pt 1
  • What Is an Inherited IRA?
  • The Emergence of Blended Gifts
  • What Are the Charitable Contribution Carryover Rules?
  • How Now Dow?
  • What Can a Charity Do About Bad Legal Advice Given to a Donor?
  • When Should a Charity Sue?
  • Household Wealth Sets Record!
  • Will the U.S. See Another Recession in 2016?
  • How to Modify an Endowment: A Real-World Case
  • Some Gift Annuity Questions – Part 3
  • Some Gift Annuity Questions — Part 2
  • Some Gift Annuity Questions — Part 1
  • A Prescription for Gift Receipts
  • The President Has Signed the Tax Extenders Bill
  • Charitable IRA Extension Has Passed the Senate
  • The House Has Passed Bill Extending Charitable IRA Rollover
  • What’s Going on with the Charitable IRA Rollover?
  • When Is a Gift Complete for Tax Purposes? Pt 1
  • A Helping of Gratitude, Please
  • Just the Facts
  • Gala Dinners—Two Important Tax Issues
  • On Donors and Dementia
  • IRA Charitable Rollover Extension Passed By Senate Finance Committee
  • Pres. Signs 2014 Tax Increase Prevention Act
  • December 19 IRA Rollover Update
  • December 17 IRA Rollover Update
  • 2014 Charitable IRA Update
  • Using Stock for Charitable Giving

Products

• Personal Financial Affairs Record (Large)
• Making Retirement Accounts Less Taxing
• Questions & Answers About Estate Planning for Women
• Questions & Answers About Giving Securities
• Questions & Answers About Retirement Plan Giving
• How a Will Works for You
• What To Tell Your Attorney About Your Plans
• When Should a Woman Have a Will?
• Giving Through Retirement Plans
• Giving Real Estate
• Better Estate Planning
• Giving Through Life Insurance
• Giving Through Charitable Lead Trusts
• Giving Through Life Income Plans
• Giving Through Living Trusts
• Giving Securities
• How To Protect Your Rights With a Will
• Giving Through Your Will
• 37 Things People Know About Wills
• An Estate Planning Quiz

3D FlipBook

• Sharpe Insights

Give & Take

• 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

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