Planned Giving: Too Much Information?
A little discretion, planning and common sense can help you avoid the privacy pitfalls inherent in estate-gift cultivation.
4. If it passes the legal, stomach and relative tests, take the “60 Minutes” test. Would you like what you are about to do to be the subject of a Page 1 article in your local newspaper tomorrow morning?
5. Finally, take the “witness stand” test. Keep in mind that donor records can be discovered in a will contest or other legal action.
- Companies:
- The Sharpe Group
- People:
- Robert Sharpe
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