Planned Giving: Too Much Information?

Untangling the Web
What about information gathered during a donor’s visit to a planned-giving Web site? For example, if you maintain a tax-deduction calculator on your site, should you be recording information a donor might enter regarding the amount of a proposed gift, pay-out rate, age, etc.?

Without permission, probably not. How do you ask for permission? One way might be to ask Web site visitors at the outset if they want the information saved. How would you answer that question if you were about to embark on an exploration of your organization’s Web site?