Planned Giving: Too Much Information?
A little discretion, planning and common sense can help you avoid the privacy pitfalls inherent in estate-gift cultivation.
It’s perfectly proper to note that a donor enjoys hiking, music, bridge or gardening. These things help you (and your successor) find shared interests and values, without intruding on someone’s privacy.
What to do?
There are situations in which a development officer’s duty is to not record donors’ personal information.
- Companies:
- The Sharpe Group
- People:
- Robert Sharpe
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