The Donor Confidentiality Agreement is essential for nonprofit organizations operating in the United States that wish to formalize their commitment to protecting donor privacy. This document has become increasingly important due to enhanced privacy regulations and donors' growing concerns about information security. The agreement typically covers the handling of sensitive information such as donation amounts, personal contact details, financial records, and correspondence. It helps organizations maintain trust with their donors while ensuring compliance with IRS requirements and state-specific privacy laws.
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1. Parties: Identification of the nonprofit organization and the donor
2. Background: Context of the donation and relationship between parties
3. Definitions: Key terms including 'Confidential Information', 'Permitted Uses', 'Representatives'
4. Scope of Confidential Information: Detailed description of what constitutes confidential information
5. Confidentiality Obligations: Core obligations regarding protection of confidential information
6. Permitted Disclosures: Circumstances under which confidential information may be disclosed
7. Term and Termination: Duration of agreement and termination provisions
1. Data Protection Measures: Specific security measures for protecting donor information when handling significant amounts of digital data
2. International Transfer Provisions: Rules for transferring donor information across borders when organization operates internationally
3. Breach Notification Procedures: Specific steps in case of data breach, included when required by applicable state laws
1. Schedule A - Categories of Confidential Information: Detailed list of types of confidential information covered
2. Schedule B - Approved Security Measures: Specific security protocols and requirements
3. Schedule C - Authorized Representatives: List of personnel authorized to access confidential information
Relevant legal definitions
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