Confidentiality of Donor Records & Donor Anonymity Policy
The Community Foundation of Fayette County recognizes that the efficient operation of the Foundation requires the maintenance and management of extensive donor and prospect records. These records often contain sensitive information that has been shared with or developed by the Foundation Staff on a confidential basis.
Additionally, donors and prospects are frequently 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” means all files, including electronic data, containing information on donors or prospective donors to the Foundation.
Confidentiality of Records
The Administrative Staff shall be responsible for maintaining the confidentiality of donor and prospect records. Staff may make all or part of any record available to Foundation Board 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 responsibilities, the Board of Directors may also need to review donor/prospect records. All Board members shall respect the Foundation’s significant interest in protecting the sensitive nature of these records.
Publication of Donor Names
Unless otherwise requested by the donor, the names of all donors will be listed in the Foundation’s annual report and/or in other appropriate publications. 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.
The names of donors of memorial or honor gifts may be released to the honoree, next of kin, or appropriate member of the immediate family, unless otherwise specified by the donor. Gift amounts are not to be released without express consent of the donor.
Foundation staff are authorized to accept anonymous gifts to the Foundation. In the event staff are uncertain about the desirability of accepting an anonymous gift, they shall consult with the Board of Directors or legal counsel.