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Policies/agreements for data sharing with campus partners and volunteers?

  • 1.  Policies/agreements for data sharing with campus partners and volunteers?

    Posted 02-10-2025 08:42 AM

    Hello, all –

     

    Do any of your institutions have written policies or agreements about how you share data with campus partners and volunteers?  If so, may I ask if you could send me example?

     

    For instance, do you have policies about how and when donor information is shared with academic departments so they can do their own stewardship?  How about for when alumni information is shared with academic departments so they can recruit alumni to participate in a mentor program?  And under what circumstances is constituent information shared with volunteers so they can participate in peer-to-peer fundraising? 

     

    Please know that anything you're able to share would be remarkably helpful. 

     

    Many thanks,

     

    Michael Halverson, Ed.D.
    Associate Vice President
    Development Resources
    Division of Development and Alumni Relations
    6200 San Amaro Drive, Suite 300
    Coral Gables, FL 33146
    Office: 305-284-1608 | Cell: 320-363-4987
    Email: mhalverson@miami.edu
    miami.edu | everbrighter.miami.edu


    https://advancement.miami.edu/NetCommunity/image/adv_intra/dept-name-updates/Standard-Signature-UMlogo.png

    Join us in building an ever brighter future!

     

     

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  • 2.  RE: Policies/agreements for data sharing with campus partners and volunteers?

    Posted 02-10-2025 08:56 AM
    Have you checked out the "Data Security" Best Practice in the aasp Knowledge Base? Here's a description of that document. It might be helpful to you:

    All organizations should develop an organizational data security strategy to protect critical information. Data security is not only a great idea to protect your constituents' data, it's probably also required by one governing body or another depending on your industry. It's recommended that data administrators familiarize themselves with federal and state laws and regulations that govern data protection. For instance, education records are protected by FERPA (Family Education Rights and Privacy Act) or HIPAA. Each state also has its own laws and regulations for handling confidential data.  Lastly, your institution probably has policies and procedures that your advancement policies will need to be consistent with.  Penalties exist at all levels and can add up quickly. It becomes worse if exposed constituent data results in lawsuits against the institution. Hence, data security should be a major consideration."

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987




    Original Message


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