Planned Giving: Too Much Information?

In some cases, a staff member might wish to verbally convey information to her superior to assure institutional memory without making permanent notations.

When working with a donor who shares particularly sensitive personal information about the circumstances surrounding a gift, it might be appropriate in some instances to ask the donor if she would mind if certain information was recorded for future reference, to make sure her intentions are carried out. If the donor prefers that information not be kept, it would be wise to follow her wishes.