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Nonprofit IT Policy

Data Classification & Handling Policies for Nonprofits

Donor financial data, beneficiary health records, grant financials, general correspondence — each requires different protection. Data classification ensures every type of data gets appropriate security.

4-Tier
Classification
Clear
Handling Rules
HIPAA/PCI
Aligned
Staff-Friendly
Guidance

Why Data Classification Matters

You can't protect all data equally — and you shouldn't have to.

All Data Treated the Same

Without classification, donor SSNs get the same protection as the office lunch menu. Either everything is over-protected (inefficient) or under-protected (dangerous).

Staff Don't Know the Rules

Can this report be emailed? Can this spreadsheet go on a USB drive? Without classification and handling rules, staff make decisions without guidance.

Structured Data Protection

Every data type classified with clear handling requirements.

Classification Framework

Public, Internal, Confidential, Restricted — four tiers with clear definitions and examples.

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Handling Requirements

Storage, transmission, sharing, and disposal requirements for each classification level.

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Staff Training

Training materials helping staff classify and handle data correctly.

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Compliance Mapping

Classification tiers mapped to HIPAA, PCI DSS, and grant requirements.

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What’s Included

Every feature and service included when your nonprofit partners with BrightWorks IT for this solution. No hidden fees, no surprise charges — just comprehensive support designed for mission-driven organizations.

Four-tier classification framework
Handling requirements per tier
Data inventory and classification
Staff training materials
Classification decision guides
Compliance mapping
Annual review
Incident procedures for mishandling

Frequently Asked Questions

Frequently Asked Questions

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