Policy & Procedure Manual
POLICY The United Way of Peterborough and District is committed to protecting donor privacy and maintaining the confidentiality of their personal information.
Personal information may be provided to us through correspondence, online donations, pledge cards, or other forms of communication. Such information may be recorded for the purpose of processing and receipting a donation, distributing a donation to a Member Agency or other registered charity, recognizing a contribution, registering participation in a conference, meeting or other event, or responding to information requests.
Privacy Officer (required by law) The United Way of Peterborough and District’s Privacy Officer shall be the Director, Finance and Administration. The Privacy Officer is responsible for ensuring that the Privacy Legislation is complied with through the ongoing review of our information systems and procedures.
The United Way of Peterborough & District will not provide or share any personal information with third parties unless: • We are authorized in writing by the donor to do so; • The information is necessary to process a donation (i.e., to process a credit card transaction); or, • We are required to do so by law.
PROCEDURE All campaign pledge/donation forms shall include a reference to our policy:
Provide donors with an “Opt In” clause:
If you are designating your donation to an agency, they may wish to acknowledge your gift. May we share your name with them? ___yes ___no.
The materials shall also provide contact information for donor enquiries: