Your trust and confidence are important to us. The purpose of this policy is to state the position of The Dream Team Fund for Mrs. ”E” on donor confidentiality and donor anonymity and will guide the actions of The Dream Team Fund for Mrs. "E", who may serve the Fundraiser, regarding the rights of donors and potential donors to confidentiality regarding their transactions with The Dream Team Fund for Mrs. ”E”.
The Dream Team Fund for Mrs. ”E” recognizes that the operation of the Fundraiser requires the maintenance and management of extensive donor and prospect records. Donor records often contain sensitive information that has been shared with or developed by Fundraiser staff on a confidential basis. “Records” means all files, including electronic data, containing information on donors or prospective donors to the Fundraiser.
Information about donors and donations is handled with respect and confidentiality. Employees and volunteers of The Dream Team Fund for Mrs. ”E” is not permitted to use this information for any purpose other than to carry out the services they are performing for the benefit of The Dream Team Fund for Mrs. ”E”.

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Policies
Confidentiality of records

The Managing partner of The Dream Team Fund for Mrs. ”E” shall be responsible for maintaining the confidentiality of donor and prospect records and will ensure that all staff have clear direction regarding the confidentiality of records through the establishment of appropriate operating procedures. He/she may, in his/her discretion, make all or part of any record available to staff members or volunteers if essential to them in executing their responsibilities. Disclosure decisions will honor the wishes of donors related to disclosure unless a larger legal issue is related. The Dream Team Fund for Mrs. ”E” will not sell, share, or trade your personal information for third party fundraising or marketing purposes. The The Dream Team Fund for Mrs. ”E” does not sell its mailing lists.
To carry out its responsibilities, The Dream Team Fund for Mrs. ”E” or committee members may need to review donor/prospect records. They shall respect the Fundraiser’s significant interest in protecting the sensitive nature of those records and shall maintain these policies for donor confidentiality.
The Fundraiser’s auditors are authorized to review donor and prospect records as required for the purposes for which they are engaged. Gift agreements are considered “strictly confidential information” and are not public documents. Of a gift agreement will not be shared with the public unless the donor has granted permission to do this.

 

Publication of donor names
The names of donors may be listed in the Fundraiser’s final report, on the website and/or in similar public relations communications. Exceptions will be made for any donor who specifically requests anonymity.
The Fundraiser will not publish the specific amount of any donor’s gift without the permission of the donor.
Donors making gifts to the Fundraiser by bequest or other testamentary device are deemed to have granted such permission, unless otherwise noted.

 

Honor/memorial gifts
The names of donors of memorial or honor gifts may be released to the honoree, next of kin or individual(s) designated by the immediate family, unless otherwise specified by the donor. Gift amounts are not to be released without express consent of the donor.

 

Anonymous gifts
The Managing partner of The Dream Team is authorized to accept anonymous gifts to the Fundraiser. In the event The Managing partner is uncertain about the desirability of accepting an anonymous gift, he/she shall consult with the Committee. The Managing partner shall disclose to the Committee, upon a request by most of the Committee, the names of any anonymous donors.

 

Kinds of information
The Fund defines “personal information” as information that can be used to distinguish, identify, or contact a specific individual. It does not include publicly available information such as business contact information, names, addresses and telephone numbers as published in public sources, such as telephone directories. Credit card information is handled by a secure third-party host and used only to process payment initiated by a person contacting The Dream Team Fund for Mrs. ”E”. This information is not stored by The Dream Team Fund for Mrs. ”E”.

 

How we use it
The Fundraiser collects, uses, and discloses personal information concerning our donors for the following reasons:
•    To establish a relationship and communicate with donors
•   To understand who our donors are and how we may improve our services to meet their preferences and expectations
•    To process a donation (e.g. a credit card transaction)
•    To issue a tax receipt
•    To recognize contributions
•    To meet requirements imposed by law

 

How we protect your information
To learn more about how The Dream Team Fund for Mrs. ”E” Fundraiser protects your information, please refer to the privacy policy.
If you have questions about this policy, please contact the Fundraiser Chief Development Officer:  lourinda.nel@tdtfundformrse.net.za