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  • 1.  Confidentiality Agreement process

    Posted 06-04-2024 08:47 AM

    Good morning!

     

    I have found numerous examples of confidentiality agreements on the Listserv but I wasn't able to find a discussion regarding people's process.

     

    What are institutions doing to ensure staff, alumni volunteers and board members are keeping data they have received or have access to confidential? Do you have people sign an agreement stating they are agreeing not to share the data with any other party, if so how is that communicated and processed? If not, are you following another process?

     

    Also, do you have people sign a new agreement every year?

     

    Thank you for your help!

     

    Amanda

     

     

     

    Amanda L. Haney

    Director of Gift & Data Management

    Gift & Data Management

     

     

    University Advancement I Elliott Alumni Center I 9 Edgewood Rd I Durham, NH 03824

    Office: 603-862-2041 I amanda.haney@unh.edu

     

    CONFIDENTIALITY NOTICE:  If you have received this email in error, please immediately notify the sender by e-mail at the address shown.  This e-mail transmission may contain confidential information.  This information is intended only for the use of the individual(s) or entity to whom it is intended even if addressed incorrectly.  Please delete it from your files if you are not the intended recipient.  Thank you for your compliance.

     

     



  • 2.  RE: Confidentiality Agreement process

    Posted 06-04-2024 09:04 AM
    You may not have found the "right" policies! The "good ones" have a signature page executed annually, requiring the signer to agree to the terms outlined in the policy. There is often a statement at the end that notes that failure to adhere to the requirements is grounds for termination.

    John

    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






  • 3.  RE: Confidentiality Agreement process

    Posted 06-04-2024 10:47 AM

    We built it into our Blackbaud CRM, so every 6 months every user needs to acknowledge the confidentiality agreement, and these sign-offs are recorded in the system.