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| Re: Detailed information of amounts raised
Posted by Tony Poderis   on 5/30/2009, 1:04 pm, in reply to "Detailed information of amounts raised"
VIP Poster
Cristina: My previous post went into more detail than you may have needed---or wanted. But, the significant, and, to my way of thinking, going-too-far request by the prospective client and the formal way in which they wanted the information, led me to muse about what I felt was the real reason for them to want you to list your previous successes in such excruciating detail.
As I ended my note to you the other day, I say again that I would only provide to them references to my prior clients for them to contact, if they wished.
However, perhaps you may want to employ an even more sure way to deflect the far-too-forward, and perhaps breach-of-confidentiality, request by the potential client, and any others in the future.
Maybe all you need do---which is what I have done for years---is to add to any contract---if you have not already done so---a simple, succinct, inviolate, and final, statement.
From now on, simply add the following clause to your contracts, (In future engagements, where the statement is needed to offset such over-the-top requests as you reported, it should do the job, because you can show it as your pledge to all prior clients which you must honor.)
"Cristina (your last name) agrees to hold all organizational information, including donor and prospect records, in strict confidence."
Just show that statement to any potential client demanding what you are experiencing in this instance, and I'll bet it settles the issue. They cannot argue in their favor against your professional pledge to others which you must honor.
Remind this particular organization that what you may do with them, regarding their own grant awards, amounts given, when given, which donors, for what purposes, etc., could as well be information sought by other organizations once you have concluded your engagement with them.
Would they like to have you give out their donor records to your next potential client in the way they now see it being proper to access such data belonging to others?
I would think not.
Best wishes,
Tony
Tony Poderis
http://www.raise-funds.com
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