Planned Giving: Too Much Information?

But in other cases, the process of planning a gift — the who, what, when, why and how of it — results in the development officer becoming privy to very private information.

For example, suppose a donor informs an organization of her intention to include a charitable gift as part of her estate plans. She says she would like the organization to serve as trustee of two trusts to be created under the terms of her will. She has a brother and a sister, both in their late 60s.