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Copyright © National Council of Nonprofits
Sample Confidentiality Agreements for Information about Clients
NOTE: These samples are provided for educational purposes only and should not be considered legal
or other professional advice. The National Council of Nonprofits encourages nonprofits to seek the
advice of competent professional advisors prior to adopting this, or any template document.
Confidentiality Policy for Employees, Volunteers and Board Members
Respecting the privacy of our clients, donors, members, staff, volunteers and of the [Name of
Nonprofit] itself is a basic value of [Name of Nonprofit]. Personal and financial information is
confidential and should not be disclosed or discussed with anyone without permission or
authorization from the [executive director]. Care shall also be taken to ensure that unauthorized
individuals do not overhear any discussion of confidential information and that documents
containing confidential information are not left in the open or inadvertently shared.
Employees, volunteers and board members of [Name of Nonprofit] may be exposed to information
which is confidential and/or privileged and proprietary in nature. It is the policy of [Name of
Nonprofit] that such information must be kept confidential both during and after employment or
volunteer service. Staff and volunteers, including board members, are expected to return materials
containing privileged or confidential information at the time of separation from employment or
expiration of service.
Unauthorized disclosure of confidential or privileged information is a serious violation of this policy
and will subject the person(s) who made the unauthorized disclosure to appropriate discipline,
including removal/dismissal.
Confidentiality Policy
All information concerning clients, former clients, our staff, volunteers, and financial data, and
business records of [Name of Nonprofit] is confidential. “Confidential” means that you are free to
talk about [Name of Nonprofit] and about your program and your position, but you are not permitted
to disclose clients’ names or talk about them in ways that will make their identity known.No
information may be released without appropriate authorization. This is a basic component of client
care and business ethics. The board of directors, staff and our clients rely on paid and volunteer staff
to conform to this rule of confidentiality.
[Name of Nonprofit] expects you to respect the privacy of clients and to maintain their personal and
financial information as confidential. All records dealing with specific clients must be treated as
confidential. General information, policy statements or statistical material that is not identified with
Sample Generic Client Confidentiality Agreement
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