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Donor Record Exchange
Faceless fundraising manager organizing restricted donor contribution extracts beside a separate archive drive and credential envelope
COLLECT / SHARE / RETAIN
DONOR RECORD SECURITY / RESTRICTED EXTRACTS

Secure Donor Contribution Records

Protect restricted donor contribution extracts with controlled copies, minimized disclosure, verified authorized recipient handoff, tested recovery and documented retention—without confusing encryption with gift restriction or receipting accuracy.

Check the release Our Recommendation
01 / SCOPEDefine the authoritative donor extract02 / SEPARATEClean duplicate scans and attachments03 / RECOVERProve a separate recovery path
EIGHT DONOR-RECORD ROUTES

Follow each donor record from collection to controlled retirement.

Each route addresses one donor-record decision with a unique photograph, procedure and control boundary.

01Record ScopeScope Donor Contribution Records02Data CleanupClean Restricted Donor Extracts03Secure ArchiveBuild an Encrypted Donor Archive04Recipient AccessShare Donor Records Safely05Restore DrillTest Donor Record Recovery06Retention PlanSet Donor Record Retention07Access RepairFix Encrypted Donor Record Access08Our RecommendationFolder Lock for Donor Records
INTERACTIVE RELEASE CHECK

Is this donor evidence packet ready for finance or compliance recipient handoff?

Confirm scope, key separation, minimization, recipient authority, independent recovery and retention before release.

Confirm six controls before releasing the donor evidence packet.
CONTROL BOUNDARY

Encryption protects files; it does not validate a donation record.

Record sufficiency, gift restriction or receipting accuracy, donor-record accuracy, authorized recipient authority, recipient acknowledgement, provider permissions and recovery require separate evidence.

Plan finance or compliance recipient handoff