A Little Discretion, Planning and Common Sense Can Help You Avoid the Privacy Pitfalls Inherent in Estate-gift Cultivation.

By Robert Sharpe Jr.

In some cases this includes not even revealing that a donor is a donor. One Ivy League university president was approached by a donor regarding a multi-million dollar bequest. The donor wanted the top management of the institution to know that the bequest was in the foreseeable future and to plan for it accordingly.