The trust and confidence of our donors are important to us. The purpose of this policy is to state the position of Blessings Through Action on donor confidentiality and donor anonymity and will guide the actions of the Board of Directors, the Executive Director, staff and committee members who may serve the organization, regarding the rights of donors and potential donors to confidentiality regarding their transactions with Blessings Through Action.
The Blessings Through Action recognizes that the operation of the organization requires the maintenance and management of extensive donor and prospect records. Donor records often contain sensitive information that has been shared with or developed by staff on a confidential basis. “Records” means all files, including electronic data, containing information on donors or prospective donors to Blessings Through Action.
Information about donors and donations is handled with respect and confidentiality. Employees and volunteers of the Blessings Through Action are not permitted to use this information for any purpose other than to carry out the services they are performing for the benefit of the Blessings Through Action.
Confidentiality of records
The Executive Director and Mission Advancement Officer shall be responsible for maintaining the confidentiality of donor and prospect records and will ensure that all staff have clear direction regarding the confidentiality of records through the establishment of appropriate operating procedures. He/she may, in his/her discretion, make all or part of any record available to staff members or volunteers if essential to them in executing their responsibilities. Disclosure decisions will honor the wishes of donors related to disclosure unless a larger legal issue is related. Blessings Through Action will not sell, share, or trade your personal information for third party fundraising or marketing purposes. Blessings Through Action does not sell its mailing lists.
To carry out its responsibilities, the Board of Directors or committee members may need to review donor/prospect records. They shall respect the organization’s significant interest in protecting the sensitive nature of those records and shall maintain these policies for donor confidentiality.
The organization’s auditors are authorized to review donor and prospect records as required for the purposes for which they are engaged. Gift agreements are considered “strictly confidential information” and are not public documents. Particulars of a gift agreement will not be shared with the general public unless the donor has granted permission to do this.
Publication of donor names
The names of donors may be listed in the organization’s annual report, on the website and/or in similar public relations communications. Exceptions will be made for any donor who specifically requests anonymity.
Blessings Through Action will not publish the specific amount of any donor’s gift without the permission of the donor.
Donors making gifts to the organization by bequest or other testamentary device are deemed to have granted such permission, unless otherwise noted.
The names of donors of memorial or honor gifts may be released to the honoree, next of kin or individual(s) designated by the immediate family, unless otherwise specified by the donor. Gift amounts are not to be released without express consent of the donor.
The Executive Director and Mission Advancement Officer is authorized to accept anonymous gifts to the organization. In the event they are uncertain about the desirability of accepting an anonymous gift, they shall consult with the Board of Directors and/or legal counsel. The Executive Director shall disclose to the Board, upon a request by a majority of the Board, the names of any anonymous donors.
Kinds of information
Blessings Through Action defines “personal information” as information that can be used to distinguish, identify or contact a specific individual. It does not include publicly available information such as business contact information, names, addresses and telephone numbers as published in public sources, such as telephone directories. Credit card information is handled by a secure third-party host and used only to process payment initiated by a person contacting Blessings Through Action. This information is not stored by Blessings Through Action.
How we use it
Blessings Through Action collects, uses and discloses personal information concerning our donors for the following reasons:
- To establish a relationship and communicate with donors
- To understand who our donors are and how we may improve our services to meet their preferences and expectations
- To process a donation (e.g. a credit card transaction)
- To issue a tax receipt
- To recognize contributions
- To meet requirements imposed by law
How we protect your information