Planned Giving: Too Much Information?
A little discretion, planning and common sense can help you avoid the privacy pitfalls inherent in estate-gift cultivation.
The donor’s wish was that the amount of his bequest and his desires regarding the eventual use of the funds be known only to the president, who would have to agree he would not record the information or share it with anyone — including the board of the institution.
The president informed the board of the donor’s conditions and was told to respect his wishes. Only then would the donor inform the president of the size and scope of the bequest.
- Companies:
- The Sharpe Group
- People:
- Robert Sharpe
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