Sharpe Wholistic Solution®

Your customized blueprint for achieving long-term results.

sharpe wholistic solution

Know Your Donors

Data

  • Data integrity.
  • Data update.
  • Sharpe Gift Planning Matrix®

Create Your Plan

Strategy

  • Planned giving program assessments.
  • Gift acceptance policies.
  • Strategic marketing plans.
  • Donor communication consulting.

Implement Your Plan

Tactics

  • Consulting services.
  • Technical support.
  • Charitable Giving Tax Service.
  • Seminars and Virtual Academy.
  • Custom training.

Steward Your Donors

Cultivation

  • Donor communications design and content.
  • Printed and digital formats (newsletters, brochures, booklets, postcards, flipbooks).
  • QR codes and microsites.
  • Video messaging.
  • Gift planning websites.
  • Gift calculation tools.

Analyze Your Results

Metrics

  • Website analytics.
  • Response analysis.
  • Surveys.

Know Your Team

Research

  • Workforce assessment.
  • Sharpe Hiring Platform.
  • Leadership development.
  • Team building, coaching.