Planned Giving: Too Much Information?
A little discretion, planning and common sense can help you avoid the privacy pitfalls inherent in estate-gift cultivation.
Suppose, as would be the case for many institutions, that the decision is made not to serve as trustee of the brother’s trust. Should this decision and the information surrounding it be permanently recorded in the donor’s file? Should it be entered into a contact report in the organization’s donor-tracking system?
- Companies:
- The Sharpe Group
- People:
- Robert Sharpe
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