Client Confidentiality Policy

JE Consulting (“I" or "my") is committed to maintaining the confidentiality and trust of clients. In the course of consulting engagements, clients may share sensitive organizational, financial, strategic, operational, or proprietary information. This Confidentiality Policy outlines how that information is protected, used, and handled.

By engaging with JE Consulting, clients acknowledge and agree to the practices described below.

Confidential Information

Confidential information may include, but is not limited to:

Financial statements, budgets, and revenue reports
Strategic plans and organizational assessments
Donor, partner, or prospect information
Internal operational documents and policies
Staffing structures, compensation information, and organizational charts
Proprietary business or program strategies
Any non-public information shared verbally, electronically, or in writing in connection with consulting services

Use of Information

Information shared with JE Consulting will be used solely for the purpose of:

Providing consulting, strategic planning, development, communications, or organizational support services
Preparing recommendations, analyses, and deliverables related to the engagement
Supporting organizational planning, growth, sustainability, or operational improvement efforts

We will only access or request information reasonably necessary to support the agreed-upon scope of work.

Protection of Information

JE Consulting takes reasonable administrative and technical measures to protect confidential information from unauthorized access, disclosure, misuse, or loss.

Confidential materials are stored securely and shared only when necessary to fulfill consulting responsibilities.

While reasonable safeguards are maintained, no method of electronic transmission or storage can be guaranteed to be completely secure.

Non-Disclosure of Information

JE Consulting will not sell, distribute, publish, or disclose confidential client information to third parties except in the following limited circumstances:

When disclosure is authorized or requested by the client
When necessary to work with approved service providers supporting the engagement
If required by law, regulation, or legal process
To protect legal rights or comply with professional obligations

Any third-party collaborators or contractors engaged by JE Consulting will also be expected to maintain appropriate confidentiality standards.

Ownership of Client Information

All confidential information shared by clients remains the property of the client organization. JE Consulting claims no ownership rights over client-provided materials, data, or records.

Retention and Disposal

Client materials will be retained only as long as reasonably necessary to support consulting services, maintain business records, or comply with legal obligations. Materials no longer needed may be securely deleted or destroyed.

Client Responsibilities

Clients are encouraged to share only information necessary for consulting purposes and to notify JE Consulting of any particularly sensitive or restricted materials requiring additional handling procedures.

Updates to This Policy

JE Consulting may update this Confidentiality Policy periodically to reflect operational, legal, or business changes. Updated versions will be made available upon request or posted through official business channels.

Contact Information

Questions regarding this Confidentiality Policy or the handling of confidential information may be directed to:

Jackie Erdman
JE Consulting
jackieerdmanconsulting@gmail.com