Scope
This policy applies to our team, contractors, volunteers, and partners who handle client, participant, donor, or partner information.
Handling standards
- Access is limited to those with a business need
- Information is stored in approved systems with encryption and access logging
- Client identities and engagement details are not used in marketing without written consent
- Session notes and recordings are stored only with prior consent and deleted on the published schedule
Breach response
Suspected disclosure is reported immediately to the policy owner and handled under the Incident Response Summary.
Changes to this document
We may update this document as our services, technology, and legal obligations evolve. Material changes are published with a new version number, an updated effective date, and a summary of changes in the version history below.
Continued use of our websites, products, services, experiences, or communities after an update takes effect constitutes acceptance of the current version.
Contact
Questions about this Confidentiality Policy may be sent to our legal and compliance contact through the contact form on this site. Please reference the document title and version number.
- Legal & compliance requests: use the Contact Legal link on this page
- Privacy and data rights requests: see the Consumer Privacy Rights policy
- Accessibility accommodations: see the Accessibility Statement
Review notice
This document is a high-quality draft template prepared for review. It is not legal advice and no guarantee of compliance is made or implied. Final responsibility for legal sufficiency rests with the organization's licensed legal counsel.
Discussing something sensitive?
We will put a mutual NDA in place before a confidential conversation.