Planned Giving: Too Much Information?
A little discretion, planning and common sense can help you avoid the privacy pitfalls inherent in estate-gift cultivation.
One approach might be to indicate that there were personal family issues that led the charity to decide his trust would best be handled by someone else. This makes it clear that there was a specific reason for not serving as trustee, but it doesn’t spread around any details. Sometimes it’s not just what you do or do not say, but how you do or don’t say it.
- Companies:
- The Sharpe Group
- People:
- Robert Sharpe
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