DONOR & CLIENT CONFIDENTIALITY POLICY

Mountain Humane is committed to respecting the privacy of our donors and clients. Please refer to the sections below for details. For questions or to request a change in how Mountain Humane handles your records, please contact Director of Development Shelly Forsling at [email protected] or (208) 788-4351.

I. Who is Covered by this Policy: Mountain Humane considers a donor anyone who gives to the organization through a contribution of cash or who gives an in-kind gift of non-cash goods or services, regardless of value. Clients who pay fees for services, including adoptions, cremations, and animal surrenders, shall also be covered by this confidentiality policy, to the extent allowed by law.

II. Confidentiality of Records: Donor and client information includes contact information, donation and payment details, planned giving details, and any other personal information we may obtain through Mountain Humane’s relationship with them. We will never provide nor sell donor or client contact information to a third party who is not working directly on behalf of Mountain Humane for Animal Shelter related business, unless given express permission by the donor or client.

III. Use of Information: Mountain Humane collects and uses donor and client information to understand their interests in our mission, to properly thank donors and steward gifts given, to update them on our plans and activities that may be of interest to them, and/or to follow up on services they received. Information is shared with staff, board members, volunteers (i.e. a member of a fundraising or other committee) and consultants only on a “need-toknow” basis, as defined by Mountain Humane’s management team.

IV. Publication of Names: To acknowledge donors, Mountain Humane may publish donor names in print or online, including in an annual listing of donors by total gift level in the Annual Report. Any donor may opt out of such listing by informing development staff of their wishes. All requests by donors for anonymity will be honored, except to the extent required by law.

V. Tribute Gifts: The names of donors of memorial, honorarium or tribute gifts may be released to the honoree, next of kin, or appropriate member of the immediate family, unless otherwise specified by the donor. Gift amounts are not to be released without the express consent of the donor. A list of those honored or memorialized will be published in print and/or online.

VI. Anonymous Gifts: Mountain Humane is authorized to accept anonymous gifts. The name of the donor and size of the gift may be withheld from the Board of Directors if so requested by the donor. When made known to Board members, they will respect the anonymity of any such gift.

VII. Consequences of Policy Violation: Violations of the Donor Confidentiality Policy are considered serious, and may result in disciplinary action, up to and including dismissal for employees, agents, or contractors, or removal from the Board of Directors, or the separation of any volunteer from a committee, or other representative role on behalf of Mountain Humane. This policy extends beyond an individual’s service with the organization. Violations of this policy are to be reported promptly to the Executive Director and/or the President of the Board of Directors.