Donor Confidentiality Agreement

Donor Confidentiality Agreement Template for Philippines

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Key Requirements PROMPT example:

"I need a basic Donor Confidentiality Agreement for my small educational charity in Manila that will protect individual donor information and comply with Philippine privacy laws, while keeping the terms simple and straightforward."

Document background

A Donor Confidentiality Agreement is essential for organizations in the Philippines that receive charitable contributions and handle donor information. This document becomes necessary when organizations collect, store, or process donor information, including personal details, donation amounts, and communication records. The agreement ensures compliance with Philippine legislation, particularly the Data Privacy Act of 2012 and relevant SEC regulations governing non-profit organizations. It provides legal protection for both the donor and the recipient organization, establishing clear protocols for information handling, permitted uses, and disclosure restrictions. The document is particularly crucial for maintaining donor trust, ensuring regulatory compliance, and protecting sensitive information in philanthropic relationships.

Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Non-Profit

Charities

Education

Healthcare

Religious Organizations

Social Services

Environmental Conservation

Arts and Culture

Humanitarian Aid

Community Development

Research Institutions

Philanthropic Foundations

Relevant Teams

Legal

Compliance

Development

Donor Relations

Finance

Executive Leadership

Information Technology

Data Protection

Fundraising

Grant Management

Relevant Roles

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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