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.