Citizens in Charge

Purpose
Citizens in Charge maintains and manages extensive donor and prospect records to allow for achieving our mission in a sustainable manner. Donor records often contain sensitive information that has been shared with or developed by the organization’s staff on a confidential basis. “Records” means all files, including electronic data, containing information on donors or prospective donors to the organization. Donors and prospects are frequently attracted to Citizens in Charge on the basis of its ability to assure anonymity. The purpose of this policy is to state the position of Citizens in Charge on donor confidentiality and donor anonymity.

Policies
Except where specifically required by law, Citizens in Charge does not disclose donor information without the donor giving express authorization.

Confidentiality of Records
The Development Director shall be responsible for maintaining the confidentiality of all donor and prospect records. Reasonable and minimal disclosures to staff in the course of daily operations may occur but will honor the wishes of donors.

Publication of Donor Names
The names of individual donors, foundations or businesses will not be published or publically announced in any manner by the organization unless authorized by the respective donor, foundation or business. Citizens in Charge 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.

Financial Gifts
Upon acceptance of any financial gift to Citizens in Charge, the President and all staff members agree to keep all information in regards to the donation in the strictest confidence.

adopted by the Board of Directors, December 2009