Planned Giving: Too Much Information?

Obviously there are conflicting interests at play in a situation such as the one described above. It might be important for your successor or others on staff to know this information, but what about the donor’s interest in maintaining her privacy and that of her family?

Pitfalls abound
This is just one example of the types of delicate situations that can develop when donors share personal motivations underlying their desire to make a particular gift.