Planned Giving: Too Much Information?

A donor who decides to include a nonprofit in her will is, in effect, elevating the charity to the status of a family member. If she decides to inform the organization of her intentions, the donor often treats the organization from that point on as a family member. Representatives of the organization might then become privy to information, such as what’s in estate documents, that otherwise would be shared only in a very trusting relationship. In such situations, it’s critical to hold such information in confidence.