Traci, if you haven't looked at the FundSvcs.org download site yet, please
do. There's a whole section of sample policies devoted to this.
As a general statement, the moment you give an employee or volunteer access
to your advancement database, they have access to all nature of data -
including contact information. How individuals with access to the system
use those data are covered by whatever statement these individuals must
sign before gaining access. Those statements generally limit their use of
these data to the performance of their assigned duties.
For individuals outside your domain and who do not have access to the
development system, they typically must demonstrate a need to know - and
often, the data are shared for a limited time.
After peeking at the policies on the download site, can you share some
specific areas where you feel your policies might need tightening?
John
John H. Taylor
Principal, John H. Taylor Consulting
2604 Sevier St.
Durham, NC 27705
johntaylorconsulting@gmail.com
919.816.5903 (cell/text)
Serving the Advancement Community Since 1987
On Wed, Jul 24, 2019 at 3:58 PM Giovinazzo, Traci <
giovinazz@hartford.edu>
wrote:
> Does anyone have a written policy or procedure on what alumni information
> can be shared within the advancement office, within the university, to
> outside vendors and to other alumni? I’d like to compare our practices to
> other institutions, especially regarding contact information.
>
>
>
> Thank you
>
>
>
> *Traci Giovinazzo*
>
> Associate Director of Advancement Services
>
> Institutional Advancement
>
> University of Hartford
>
> 200 Bloomfield Avenue
>
> West Hartford, CT 06117
>
>
>
> P. 860.768.2451
>
> E.
giovinazz@hartford.edu
>
>
>
> [image: University of Hartford's Office of Institutional Advancement]
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