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Tab 18: Confidentiality Policy

The community foundation submits documentation that describes the policy and/or procedures used to ensure that information is kept private and confidential. The policy applies to both staff and board members.

Material Changes: For the purposes of reconfirmation, a material change is any change that affects any of the
key elements.

For more information, review Core materials, FAQs and a glossary of important terms

Related Standards

II. Mission, Structure and Governance
II.F.3 A community foundation's governing body approves and monitors policies regulating the ethical operations of the community foundation.

VI. Donor Relations
VI.D A community foundation keeps all private information obtained with respect to donors and prospects confidential to the fullest extent possible.

View all National Standards

Key Elements

Description of the policy and/or procedures used to ensure that information is kept private and confidential

Application of the policy and/or procedures to all of the following:

staff members

board members

Core Materials
FAQs
Glossary

Required Documents

Confidentiality policy
Confidentiality statements

How do I provide evidence of the confidentiality procedures applying to both staff and board members?

You should submit documentation that describes the policy and/or procedures used to ensure that information is kept private and confidential. Evidence that the policy applies to both staff and board members may include, for example, a sampling of signed confidentiality statements by staff and board members - one or two samples from each group should be sufficient.

Autonomous
Not subject to control from outside; independent.

Board member
A member of a governing board.

Staff member
An employee of the organization.

Reconfirming?

Review all key elements and consider if your organization has made changes to your policies, powers or practices.

Pay special attention to key elements and core materials marked with and a . These represent minimum requirements for reconfirmation as well as Pension Protection Act requirements. Items marked with a are particularly critical for those who submitted record books prior to January 2007.