There Are Major Decisions That Financial Advisors - amazonia.fiocruz.br

There Are Major Decisions That Financial Advisors Video

Using proprietary artificial intelligence, Sharpe Group experts can help identify segments of donors that may be prospects for current and deferred gifts.

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SinceSharpe Group has helped nonprofit organizations build and structure their planned giving programs with consulting services, training and a variety of communication materials designed to inform and motivate donors about smart gift planning opportunities. Our services include:.

Every project begins with a conversation about your specific needs. Contact us today. Sharpe newsletters offer a balanced blend of gift planning educational topics, information about your mission and donor stories. SinceSharpe Group has been a leader in the field of major Advisorx planning. In addition to our popular seminar series, Sharpe consultants frequently speak to groups of all sizes and at national and professional conferences.

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Learn More. For decades, it has been a trusted resource of gift planning advisors, including attorneys, accountants, nonprofit executives and charitable link planning staff. Sharpe Group has three informational printed booklets updated for that you can use to educate your donors, as well as your staff, volunteers and financial advisors in your area about the most effective ways to make gifts to your organization.

Identify Prospects with Sharpe Intelligence Using proprietary artificial intelligence, Sharpe Group experts can help identify segments of donors that may be prospects for current and deferred gifts. Helping Nonprofits Raise Large Gifts SinceSharpe Group has helped nonprofit organizations build and Thay their planned giving programs with consulting services, training and a variety of communication materials designed to inform and motivate donors about smart gift planning opportunities.

Consulting and Support. Gift Planning Newsletters.]