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1. Parties: Identification of the charitable organization and the donor, including their full legal names and addresses
2. Background: Context of the agreement, including the organization's charitable purposes and the general nature of donations
3. Definitions: Key terms including 'Confidential Information', 'Authorized Personnel', 'Donation', and other relevant terminology
4. Scope of Confidential Information: Detailed description of what constitutes confidential information, including personal data, donation details, and communication records
5. Confidentiality Obligations: Core obligations regarding the protection, non-disclosure, and permitted uses of confidential information
6. Data Protection and Security Measures: Specific measures to protect donor information in compliance with the Data Privacy Act
7. Permitted Disclosures: Circumstances under which donor information may be disclosed, including legal requirements and regulatory compliance
8. Duration of Confidentiality: Time period for which the confidentiality obligations remain in effect
9. Return or Destruction of Information: Procedures for handling confidential information upon termination or request
10. Breach and Remedies: Consequences of breaching the agreement and available remedies
11. General Provisions: Standard clauses including governing law, jurisdiction, and amendment procedures
1. Electronic Data Processing: Additional provisions for digital storage and processing of donor information, recommended when extensive digital records are maintained
2. International Transfer of Information: Provisions for cross-border data transfers, necessary when the organization operates internationally
3. Marketing and Recognition: Terms regarding donor recognition and publicity, used when donors may opt for public acknowledgment
4. Special Categories of Personal Data: Additional protections for sensitive personal information as defined in the Data Privacy Act
5. Third-Party Service Providers: Provisions governing the sharing of information with authorized service providers, needed when external vendors are involved
6. Donor Rights and Access: Specific rights of donors regarding their personal information, recommended for more comprehensive agreements
1. Schedule A - Categories of Confidential Information: Detailed listing of types of confidential information covered by the agreement
2. Schedule B - Authorized Personnel: List of roles or positions authorized to access donor information
3. Schedule C - Security Protocols: Detailed security measures and procedures for protecting confidential information
4. Appendix 1 - Data Processing Procedures: Standard operating procedures for handling donor information
5. Appendix 2 - Breach Notification Protocol: Step-by-step procedures for handling and reporting confidentiality breaches
Non-Profit
Charities
Education
Healthcare
Religious Organizations
Social Services
Environmental Conservation
Arts and Culture
Humanitarian Aid
Community Development
Research Institutions
Philanthropic Foundations
Legal
Compliance
Development
Donor Relations
Finance
Executive Leadership
Information Technology
Data Protection
Fundraising
Grant Management
Executive Director
Development Director
Fundraising Manager
Donor Relations Officer
Privacy Officer
Compliance Manager
Legal Counsel
Finance Director
Database Administrator
Grant Manager
Chief Financial Officer
Board Secretary
Development Coordinator
Major Gifts Officer
Planned Giving Specialist
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