Robert F. Sharpe, Jr.

Robert
F. Sharpe, Jr.
President

 

Robert Sharpe, Jr. is president of The Sharpe Group and has over 25 years of nonprofit fund development experience. He has helped hundreds of leading nonprofit organizations and institutions in implementing their major gift and endowment efforts. Since joining The Sharpe Group in 1981, he has become one of the best-known gift planning experts in the country.

An honors graduate of Vanderbilt University and Cornell Law School, Robert formerly practiced law with a major firm specializing in income, gift, and estate taxation. Prior to his legal experience, he served as a development officer for a liberal arts college.

Robert has written numerous articles on a variety of gift planning topics. His remarks on charitable giving have been featured in leading publications and media including the Wall Street JournalThe New York Times,NewsweekForbesSmart MoneyCBS Market WatchThe Chronicle of PhilanthropyTrusts & EstatesKiplinger's, and other national media.

He is a frequent speaker at gatherings across the country including Planned Giving Councils in New York, Washington, Chicago, and Los Angeles, the National Committee on Planned Giving (NCPG) National Conference, the Association of Fundraising Professionals (AFP) National Conference, and the American Bankers Association Trust Asset Management Conference. Robert also currently serves on the Advisory Council on Methodology for Giving USA.

Articles
Timing Inheritances While Meeting Philanthropic Goals
The desire to control the amount and timing of inheritances combined with philanthropic goals may offer opportunities and solutions that aren’t readily apparent to many wealthy individuals
A Resurgence in Charitable Trusts?
Robert F. Sharpe, Jr. offers some lessons learned from the golden age of charitable trusts
Camp Proposal and Charitable Giving
Rep. David Camp's proposed tax reform would have a profound impact on charitable giving. Robert F. Sharpe, Jr., president of non-profit consultancy The Sharpe Group, explains how.
Maximizing Philanthropy Through Time-Tested Tax Incentives
Robert F. Sharpe, Jr. espouses some classic estate planning techniques that haven't gone out of style
The Virtual Endowment
Robert F. Sharpe, Jr. explores this alternative giving technique
Planning in an Estate-Tax-Free Environment
Robert F. Sharpe, Jr. stresses that philanthropic planning strategies are still relevant, in spite of the reduced threat of estate tax
Charitable Trusts Offer Opportunities For Younger Donors
Robert F. Sharpe, Jr. comments that charitable trusts can benefit younger donors, as well as older ones
Reports May Indicate Beginning Of “Baby Boom” in Charitable Trusts
Robert F. Sharpe, Jr. predicts an increase in charitable trusts as baby boomers age
Complex Challenges Require Creative Solutions
Robert F. Sharpe, Jr. takes a look ahead at the challenges facing philanthropic planners in the coming year
The Philanthropic Impact of ATRA 
Robert F. Sharpe, Jr. addresses the philanthropic impact of the ATRA.
Giving in Today’s Economic Environment
Robert F. Sharpe, Jr. examines reports on the current giving environment
Year-End Planning in 2012
Robert F. Sharpe, Jr. describes some certanties your clients can take advantage of before year-end.
The Philanthropic “Meltdown”
Robert F. Sharpe, Jr. addresses the recent decline in charitable giving by high-net-worth individuals
IRS Article Offers Valuable Insights Into Charitable Trusts
Robert F. Sharpe, Jr., president of the Sharpe Group in Memphis, Tenn., shares highlights from a recently published article, “Split-Interest Trusts, Filing Year 2009,”
Living and Giving in 2012
The next eight months promise to be an important time for practitioners who advise clients on effective ways to make charitable gifts. While there’s a great deal of uncertainty concerning the economy’s health, the future of the federal income and estate tax and other matters, there are islands of certainty from which efficient philanthropic planning can proceed between now and the end of the year.
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