Diff for "GivingPrivacy"

Differences between revisions 10 and 11

Privacy of planned giving responses

This page outlines the planned giving recording practices at GWUC, with particular emphasis on who has access to information.

Giving Recording Committee.
- Consists of four members led by the Recorder, KenHutchinson, and are the only ones who see giving amounts. DavidMorgan as technical support to the committee, may occassionally see data when needed.
- Records the type and amount of giving in responses to GGG programs.
- From 2012, notifies the GGG committee of the type of giving but not the amount for each response, to enable effective follow up.
- For envelope givers:
  - Issues envelopes. The relationship between envelope number and giver are held only by this group.
  - Records weekly giving, monitors this, and sends out quarterly progress letters.
Money counters.
- Record the amount of money in envelopes by number, and total the envelope and open plate giving for a service.
Treasurer / Finance committee.
- Have access to information regarding total amounts of open plate, envelope and direct debit offerings each week.
- Have no access to individual information.
Growing Generous Givers committee.
- Are informed of who has responded, but not amounts, in order to follow up appropriately.
Church office.
- Enters the total amounts of open plate and envelope offerings into the computer each week.
- Has no access to individual information.
- Addresses envelopes in batches for the various progress monitoring letters.
Database group / super-users
- From 2102, information on pledge type, but not amount, will be communicated via a field of the database only available to these people in order to generate address lists for the various letters. Only the Recording Committee and the database group will be able to see these fields. See ChurchDatabaseUserClassifications for more details.
Ministerial and pastoral teams.
- Have no access to any individual planned giving information.

Approved Church Council Oct 2012.

-  ⇤ ← Revision 10 as of 2012-12-05 23:30:32 → 
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+   ← Revision 11 as of 2014-12-02 03:00:46 → ⇥
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  Comment: Added David's role
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-  * Consists of four members led by the Recorder, KenHutchinson, and are the only ones who see giving amounts.
+  * Consists of four members led by the Recorder, KenHutchinson, and are the only ones who see giving amounts.  DavidMorgan as technical support to the committee, may occassionally see data when needed.