Planned Giving: Too Much Information?
A little discretion, planning and common sense can help you avoid the privacy pitfalls inherent in estate-gift cultivation.
No area of fundraising intertwines development staff and donors in more personal relationships than planned giving.
In many cases, all a prospective donor asks is that a development executive supply generic information about how a particular gift plan might function, what the payment rates or tax deduction might be, or whether an organization can serve as a trustee.
- Companies:
- The Sharpe Group
- People:
- Robert Sharpe
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