Planned Giving: Too Much Information?
A little discretion, planning and common sense can help you avoid the privacy pitfalls inherent in estate-gift cultivation.
Another possibility might be to indicate before a donor leaves the site that only by checking a box will personal information be shared with the charity.
In any event, it might be wise to seek a legal opinion and/or board-level approval of policies regarding the retention and use of information donors might leave behind after a visit to your site.
- Companies:
- The Sharpe Group
- People:
- Robert Sharpe
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