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Best practices for sharing information with philanthropic partners

  • 1.  Best practices for sharing information with philanthropic partners

    Posted 6 days ago

    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.

    Research materials include publicly-accessible, "Googlable" information; data from subscription services, including wealth and philanthropic capacity; and internal knowledge such as contact reports and giving history.

    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!



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    Justin Parnell
    Director of Advancement Services
    University of Utah Health
    parnell.justin@gmail.com
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  • 2.  RE: Best practices for sharing information with philanthropic partners

    Posted 6 days ago
    Justin, you might wish to look in the aasp Downloads folder for examples of privacy and confidentiality policies.  The default is never to share this sort of data with anyone who is not an employee or a governing board member.  However, you could use these same policies could be used on a case-by-case basis for other volunteers.  Your top priority is to ensure that they really have an absolute need to know and aren't just curious.

    John

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987