Robert F. Sharpe, Jr.

F. Sharpe, Jr.

Robert Sharpe, Jr. is chairman of The Sharpe Group and has over 30 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.

Philanthropic Planning Challenges … Mission Possible or Impossible? 
Robert F. Sharpe, Jr. suggests how planners and charities can work together to balance the needs of a charitably inclined client.
Coping With Exhaustion—IRS Offers New Guidance For CRAT Terms
Robert F. Sharpe, Jr. explains Revenue Procedure 2016-42.
Approaching the Limits
Robert F. Sharpe suggests ways to help donors desiring to make large charitable gifts reduce or eliminate the negative consequences of the restrictive limitations placed on charitable deductions.
The Emergence of Blended Gifts
Robert F. Sharpe, Jr. explores ways to structure these planning vehicles.
A Golden Age for Real Estate Gifts?
Robert F. Sharpe, Jr. describes how factors are converging in ways that make gifts of real estate more important than ever now and in coming years.
A Pivotal Year for Philanthropy 
Robert F. Sharpe, Jr. posits how a number of economic, demographic, legislative and social factors are shaping up to change the way we give
Trends in Philanthropy 
Robert F. Sharpe, Jr. suggests why charitable clients may want to accelerate and increase their giving during the remainder of this year and into 2016
Rolling With the Rollover
Robert F. Sharpe, Jr. discusses practical alternatives to the IRA rollover
The Charitable Planning Balancing Act
Robert F. Sharpe, Jr. discusses how advisors can help clients manage multiple layers of intertwined personal and philanthropic motivations.
The Philanthropic Age Divide
Robert F. Sharpe, Jr. unpacks some interesting data from a recent study
Making Gifts Sooner Than Later … Accelerating Charitable Bequests
Robert F. Sharpe, Jr. implores planners to focus on the non-tax motivations that have always been at the heart of philanthropic planning
On the Upswing 
According to Robert F. Sharpe, Jr., after a number of challenging years following the onset of the Great Recession, giving in 2014 may have returned to levels not seen since 2007
A Bright Outlook For Charitable Giving?
Robert F. Sharpe, Jr. offers his opinion on the immediate future of charitable giving
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
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