What are your institution's standards around sharing donor and prospect information with external parties? Suppose a well-connected donor asks to see prospect research materials in order to help fundraisers prepare for meetings with peers in the donor's social circle.
Assuming the donor is trusted and has signed all relevant confidentiality agreements, could your institution release (A) no data, (B) some data, or (C) potentially all data generated by the research team?
I was not able to find a relevant standard in the CASE library. Extra credit if anyone can point me in the right direction there, too. Thank you!