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Confidentiality Policy

Purpose
The Community Foundation of Western Nevada recognizes that the efficient operation of the Foundation requires the maintenance and management of extensive donor and prospect records.  These records may contain sensitive information that has been shared with or developed by the Foundation staff on a confidential basis.

Additionally donors are attracted to the Community Foundation on the basis of its ability to assure temporary or permanent anonymity. The purpose of this policy is to state the position of the Foundation on anonymity and donor/prospect records. “Records” mean all files, including electronic data, containing information on donors or prospective donors to the Foundation.

Confidentiality of Records
The executive director shall be responsible for maintaining the confidentiality of donor and prospect records. He may, in his discretion, make all or part of any record available to staff members or Foundation volunteers to assist them in executing their responsibilities.

The Foundation’s auditors are authorized to review donor and prospect records as required for the purposes for which they are engaged.

To carry out its responsibilities, the Board of Trustees may also need to review donor/prospect records. All board members shall respect the Foundation’s significant interest in protecting the sensitive nature of those records.

No information regarding any donor shall be sold or shared with any outside individual or organization unless required by law or unless the donor provides consent.

Publication of Donor Names
Unless otherwise requested by the donor, the names of individual donors will be listed in the Foundation’s annual report and/or in other appropriate materials or instruments. The Foundation will not publish the amount of any donor’s gift without the permission of the donor. Donors making gifts to the Foundation by bequest or other testamentary device are deemed to have granted such permission. Donors should be aware that it is the Foundations practice to, from time to time, publish the current market value of its funds, from which a reader may be able to determine the approximate size of a donor’s gift.

Publicity
No public media exposure with respect to a donor’s gift will be given to any media without the donor’s consent.

Notification of Fund Advisors and/or Founders
Copies of gift acknowledgement letters stating donor’s name and gift amount will be sent to the fund advisor and/or founder, unless otherwise specified by the donor.

Anonymous Gifts
The executive director is authorized to accept anonymous gifts to the Foundation. The executive director shall disclose to the Executive Committee, upon a request, the names of any anonymous donors.
 
RELATED ITEMS
2008 Annual Report Available
An Ethical Will
Donor Advised Fund Grant Recommendation Form
Fund Advisors Policy
Why should I give to and through the Community Foundation?
 
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