Planned Giving: Too Much Information?
A little discretion, planning and common sense can help you avoid the privacy pitfalls inherent in estate-gift cultivation.
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This example also illustrates why planned-gift development efforts usually are very staff-driven, with less involvement by volunteers than some other methods of fund development. Donors might be friendly with volunteers, but they might not want to share very personal information with them.
Staff members who interact with donors who might share personal information should be trained to be aware that this could occur and to feel comfortable in not recording certain information.
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- Companies:
- The Sharpe Group
- People:
- Robert Sharpe
Robert Sharpe Jr.
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