Sue Johnson, CFA, has an elderly client with a very large asset base. The client intends to start divesting her fortune to various charities. Johnson is on the Board of a local charitable foundation. Johnson most appropriately:
must not discuss anything regarding her client and her client’s intentions with the charitable foundation without permission.
To comply with Standard III(E) Preservation of Confidentiality, Johnson must not discuss with her charitable foundation anything regarding her client and her client s intentions. It does not matter that her client intends to give money to charities in the near future.