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DISCLOSING PHI FOR FUNDRAISING PURPOSES [DP166]
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        Scope: Enterprise
        Distribution: Executive Leadership Team; Director of Information Technology, Privacy and Data Security; All Employees with
        Access to Protected Health Information (includes Contractors, temporary employees and Interns)
        Purpose: To clarify when the organization may disclose Protected Health Information for fundraising purposes.
        External Regulation or Standard: 45 C.F.R. §164.514(f) ‐ uses and disclosures for fundraising


         Who is                 Statement    Policy, Standard, or Procedure Statement
         Responsible             Number
         Development and          DP166.1    The organization may only disclose Protected Health Information (PHI) to a
         Marketing Employees,                business associate or affiliate for activities related to fundraising with an
         and Others with Access              authorization by the individual of such information, except in the following
         to Protected Health                 situations:
         Information (PHI)
                                 DP166.1a    (a)  Using or disclosing demographic information relating to an individual to a
                                             business associate or affiliate for raising funds for the organization’s own
                                             benefit;
                                 DP166.1b    (b)  Using or disclosing dates of health care provided to an individual to a
                                             business associate or an affiliate for raising funds for the organization’ own
                                             benefit.
         Development and          DP166.2    All fundraising materials that are sent to participants will include a description of
         Marketing Employees,                how the participant may opt out of receiving any further fundraising
         Employees and others                communications.  The organization will make reasonable efforts to ensure that
         with Access to PHI                  individuals who decide to opt out of receiving future fundraising communications
                                             are not sent such communications.
         Development and          DP166.3    PHI will not be used to develop potential donor lists.
         Marketing Employees,
         Employees and others
         with Access to PHI


































          GES CONFIDENTIAL                                                                                   75
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