DIXIE STATE COLLEGE OF UTAH

POLICIES AND PROCEDURES MANUAL


Section: 7-Institutional Advancement

Policy No: 21

Approved: 9/26/96

Policy: CONFIDENTIALITY OF DONOR RECORDS

7-21 CONFIDENTIALITY OF DONOR RECORDS

21.1 PURPOSE

To stipulate policy regarding the confidentiality of donor records.

21.2 POLICY

21.2.1 The giving and background records of donors are held to be confidential.

21.2.2 Information may be released for publicity purposes upon the prior written consent of the donor.

21.2.3 Unless the donor otherwise stipulates, donations may be recognized in the annual donor report or other publications without prior notice.

21.2.4 Certain donor information may be provided to volunteers or financial professionals, on a "need to know" basis only and for the exclusive purpose of the consideration and advancement of further contributions.

21.2.5 Donor records will be retained and maintained in the Institutional Advancement Office.

21.2.6 Mailing and donor lists will be held confidential.