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Many of America’s leading charitable organizations were created and funded because of generous outright gifts, bequests and life income gifts, long before the modern federal income tax was created in 1913, the estate tax in 1917 and the federal gift tax in 1935. While our tax system continues to include incentives to encourage philanthropy, we …Read More
When it comes to planned giving marketing, there needs to be a combination of art and science in your approach. The art relies on your ability to “tell your story” (i.e., convey your mission needs) and build/sustain donor relationships. The science depends on knowing the makeup of your donor and prospect files, which can determine …Read More
The last five years have been full of uncertainty for nonprofits, to say the least. The pandemic caused most activities to grind to a halt, particularly affecting in-person fundraising events and the arts. Some organizations shut down permanently. Just as things were settling into a new normal, 2025 brought new challenges for many organizations with …Read More
As you are having those last-minute conversations with donors for December giving, here are a few ideas to help them make the most of their 2025 charitable gifts. Gifts of cash are convenient and easy to complete, whether made by mailing a check or giving online using a credit card or electronic transfer. With the …Read More
Sharpe Group has published many articles and blog posts over the years expressing the importance of and offering tips for thanking donors. It’s that important. Here are some do’s and don’ts that may help you in sharing your appreciation. Do acknowledge all gifts promptly. While gifts of larger amounts usually require a personal visit in addition …Read More
In this digital age, email communication is convenient, quick and efficient. However, for most planned and major gift donors, there’s still something special about receiving a well-thought-out card, note or letter in the mail. Here are some tips for crafting the perfect correspondence. What’s in a name The appropriate salutation depends on how well you …Read More
In addition to teaching the mechanics of gift planning, we are frequently asked about the best ways to thank donors who have made bequest commitments—especially when the notification comes from someone who does not have a long-term relationship with the charity. Here are some tips for thanking the donor you don’t know. Who should …Read More
When you think about it, a person who makes a planned gift commitment is treating your organization like a dear friend or close family member, so they deserve to be treated as such. One way to show ongoing appreciation is by having a planned gift recognition society. This allows you to keep in touch with …Read More
Though financial concerns that existed for several years appeared to accelerate during the first quarter of 2025, there are signs that several economic indicators are improving, and the last part of the year may be different, setting up some potential good news for year-end gifts. According to the Bureau of Economic Analysis, gross domestic product …Read More
For those who (wisely) don’t ascribe to the theory that “print is dead” for planned giving marketing, it is important to design your materials for those 70 and above who are reading with older eyes. Following these guidelines will ensure that your materials are senior-friendly. Limit italics. Italic and script typefaces are difficult for …Read More