Trust

Client Confidentiality

Last updated: July 2026

Operations work means seeing the parts of an organization that don't get put on a website: financials, internal disagreements, donor lists, half-finished systems. We treat that access as a responsibility, not a convenience.

What we treat as confidential

  • Financial records, budgets, and internal reporting shared to inform our recommendations.
  • Donor, member, or client lists and any personal data within them.
  • Internal strategy, unreleased branding, or product work in progress.
  • Anything a client tells us not to share, even informally.

How we handle it

Access to a client's materials is limited to the people on our team actually doing that work. We don't reference specifics from one client's engagement in conversation with another, and we don't publish case studies, screenshots, or outcomes without that client's explicit permission.

After the engagement

Confidentiality doesn't expire when a project wraps up. We continue to treat what we learned about a client's organization as confidential unless they've agreed we can share it, such as in an approved case study.

Formal NDAs

If an engagement calls for a signed non-disclosure agreement, we're glad to sign one. Reach out at raeformtoday@gmail.com and we'll fold it into the engagement paperwork.

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