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A Pivotal Year for PhilanthropyA Pivotal Year for Philanthropy

A number of factors are converging that may change the face of charitable giving in 2016 and beyond

Robert F. Sharpe, Jr, CEO

December 21, 2015

11 Min Read
A Pivotal Year for Philanthropy

For many reasons, we may consider 2015 as a pivotal year for philanthropy in the United States. A number of economic, demographic, legislative and social factors are converging that may well change the face of philanthropy in the United States in ways not experienced in recent years.

Advisors who counsel clients on the best ways to structure their gift, estate and financial plans should be aware of the trends that are now emerging and be prepared to help structure charitable gifts in the most effective ways possible.

 

Philanthropic Recovery

From a broad perspective, the most recent industry reports indicate that inflation-adjusted philanthropy in the United States has finally returned to the pre-recession levels of 2007. Overall giving for ...

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About the Author

Robert F. Sharpe, Jr

CEO, Encore

Robert F. Sharpe, Jr. is CEO of Encore in Memphis, Tenn. He is a nationally recognized pioneer, leader and authority in the field of philanthropy. During more than 35 years serving America’s nonprofit community, he has consulted nationally with educational, health, social service, arts and religious organizations and institutions in the planning and implementation of their major, planned gift and endowment development efforts. A graduate of Vanderbilt University and Cornell Law School, he served as a development officer for a liberal arts college prior to practicing law with a major law firm specializing in taxation and estate planning.

Robert is chairman of the philanthropy editorial board of Trusts & Estates magazine and co-author of the National Association of Charitable Gift Planners (CGP) Model Standards of Gift Valuation. He has served on the board of Giving USA and on strategic task forces for the CGP. Among other publications, his remarks have been featured in The Wall Street Journal, The New York Times, Newsweek, Forbes, Smart Money, The Chronicle of Philanthropy and Kiplinger’s.

He is a frequent speaker at gatherings across the country including Planned Giving Councils in New York, Washington, Chicago, and Los Angeles, the National Association of Charitable Gift Planners national conference, the Association of Fundraising Professionals (AFP) National Conference, and the American Bankers Association Wealth Management and Trust Conference.