Planned Giving: Too Much Information?
A little discretion, planning and common sense can help you avoid the privacy pitfalls inherent in estate-gift cultivation.
Clearly the gathering and use of certain information is appropriate and would be expected to lead to few, if any, objections from donors. In other cases, the answer might not be so clear.
As in many other areas of human endeavor, there are no clear-cut answers to questions regarding the gathering and use of information as part of planned-gift development efforts.
- Companies:
- The Sharpe Group
- People:
- Robert Sharpe
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