How to protect clients, donors, and communities when records are involved: what de-identification really means, which questions to ask, and when to pause.
8 guides
Privacy and permissions
Compare original permissions with a proposed licensing use, preserve historical notices, and identify when additional review or a narrower scope is needed.
Published November 6, 2026
Privacy and permissions
Understand de-identification, anonymization, coded data, and aggregation, and ask better questions before relying on a provider's privacy claims.
Published November 6, 2026
Privacy and permissions
Understand why state privacy coverage differs for nonprofits, using California, Colorado, and Oregon examples plus a worksheet for your adviser.
Published November 6, 2026
Privacy and permissions
Review privacy before licensing nonprofit records, from collection and consent to de-identification, recipient access, and a documented decision.
Published November 6, 2026
Privacy and permissions
Scope a careful review of nonprofit email, attachments, and employee information before any licensing proposal or account export.
Published November 6, 2026
Privacy and permissions
Set clear boundaries for donor and beneficiary information before a licensing discussion, with a trust-focused worksheet and approval questions.
Published November 6, 2026
Privacy and permissions
Identify records that need specialized review, including health, education, survivor-service, and other confidential information, before considering sharing.
Published November 6, 2026
Privacy and permissions
Build a rights inventory for nonprofit records, including employee work, contractors, volunteers, third-party materials, and grant-funded projects.
Published November 6, 2026