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
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.
A Year of Speculation
As we embark on charitable gift planning for 2012, a look back at the events affecting philanthropy in 2011 can be helpful. At first glance, the events
Planning for the Here and Now
In the past few months, we've witnessed political and economic events that are unprecedented in recent memory. The debt crisis and ensuing investment
Prepare for a Possible Change to Tax-exempt Status of Charities
When planning for charitable gifts, especially those accomplished using strategies that result in the gifts unfolding over an extended time, donors and
Making a Gift and Keeping it Too
The dust is slowly settling after the enactment of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act).
Making a Gift and Keeping it Too
Postponed income tax rate increases and deduction limits, a moratorium on phase-outs of exemptions, lower estate and gift tax rates coupled with higher exemption levels and other changes are acting as catalysts for prudent planning between now and the end of 2012.
Increased Exemption Amounts Create New Opportunities
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (2010 Act) created a major change that came as a surprise to many observers.
Increased Exemption Amounts Create New Opportunities
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (2010 Act) created a major change that came as a surprise to many
The Battle For the Charitable Tax Deduction
American society has long been defined by an intricate and unique combination of the roles of government, business and the non-profit sector. Other cultures
Down to the Wire
For those who advise clients on tax and other financial issues, the final weeks of the year are always a time for careful planning and action. This year
To Give or Not to Give?
As they say, an ounce of prevention is worth a pound of cure. For those charitably inclined, it will be more important than ever this season to understand that the choice of what to give and when to give it may determine how much they can afford to give. This year, the timing of charitable gifts can be the key to making gifts in the most cost-effective ways.
Partnering in Philanthropy
When times are good, it's easy for everyone to work well together. But when money gets tight? During the lengthy recessions of the early 1980s and mid-1970s,
Helping Clients Give, Even When It Hurts (Like Now)
You might think that charitable giving—particularly the giving of large gifts—would wane under economic pressure. But history tells us otherwise
Thoughtful Philanthropy
How a flexible tool, the charitable remainder trust, helped one wealthy man honor his daughter's memory
Rethinking How To Give
The next few years will see tremendous change in the world of philanthropic planning. Non-profit entities, as well as the financial and estate-planning
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