Planned Giving: Too Much Information?
A little discretion, planning and common sense can help you avoid the privacy pitfalls inherent in estate-gift cultivation.
When recording information in a donor’s file, imagine that you or someone else could be asked to read the report from a witness stand. Or simply imagine the donor herself reading your notations.
Create policies
The best course of action is to anticipate certain situations that could arise and to formulate policies in advance so that you or your staff members don’t have to make important determinations on the fly. Once policies are in place, make sure they’re disseminated among staff and volunteers and periodically updated to reflect changes in the law, technology and other factors that could underlie them.
Robert Sharpe Jr. is president of The Sharpe Group.
- Companies:
- The Sharpe Group
- People:
- Robert Sharpe
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