Planned Giving: Too Much Information?
A little discretion, planning and common sense can help you avoid the privacy pitfalls inherent in estate-gift cultivation.
2. If it is legal, does it pass the “stomach test”? We can all think of examples of behaviors that are legal but just don’t “feel right” for one reason or another.
3. If the behavior passes the legal and stomach tests, does it pass the “relative test”? Would this be something that would be OK to you if it was your mother or other close relative? Or you? How much information about your personal affairs would you want to be a part of an institution’s permanent records?
- Companies:
- The Sharpe Group
- People:
- Robert Sharpe
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