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Sharpe Group

Helping Nonprofits Raise Large Gifts

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Overview

For decades, Sharpe Group has been a trusted advisor in the planned giving field. They offer a blend of consulting services, data-driven marketing communications, and professional training to help nonprofit organizations cultivate, solicit, and steward major and planned gifts. Their approach is rooted in deep industry knowledge and research.

✨ Key Features

  • Planned Giving Consulting
  • Custom Donor Communications (Newsletters, etc.)
  • Digital Marketing Services
  • National and regional training seminars
  • Donor Data Services and Analytics
  • The Sharpe Index of Philanthropy

🎯 Key Differentiators

  • Long-standing reputation and deep expertise in the field
  • Focus on a blend of consulting, training, and communications
  • Publishes industry research like the Sharpe Index

Unique Value: Combines decades of consulting experience with data-driven donor communications and comprehensive training to provide nonprofits with a strategic framework for growing their planned giving programs.

🎯 Use Cases (4)

Developing a strategic plan for a planned giving program Creating and distributing effective donor newsletters Training staff and board members on planned giving Analyzing donor data to identify top prospects

✅ Best For

  • Providing expert guidance on planned giving strategy and donor communications for nonprofits across the U.S.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations looking for a simple, off-the-shelf software product without a consulting relationship.

🏆 Alternatives

PG Calc Crescendo Interactive PlannedGiving.com TIAA Kaspick

Unlike software-first companies, Sharpe Group's primary offering is strategic counsel and custom communication services, making them more of a high-touch consultancy than a technology vendor.

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Consulting clients tier)

💰 Pricing

Contact for pricing
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