Resources - US privacy law

This is the downloadables page for my white paper on privacy law in the United States and how-to's for tackling donor data privacy challenges. You'll also find loads of links to useful websites and news articles. The resources are free to download and don't require giving me your email. They may be shared with colleagues with proper attribution to me. Distribution without permission, commercial copying and lending are prohibited. These resources do not constitute legal advice and you must seek guidance specific to your organisation when making changes to your data and processes. Any questions on this or if you need my help, drop me a line.

White paper

White paper on GDPR-like privacy law in the US (PDF 14.6MB); lower resolution version (PDF 700KB). If you need to print, skip the section dividers to save ink (pages 4, 7, 12, 17, 20, 24, 27).
Just the case study (PDF 1.4MB). The Kennesaw case study from pages 21-23 of the white paper.​
Key points (PDF 117KB). A very brief summary of the white paper's key points.

Quick guides

Updated! Tracking state privacy law (PDF 150KB): A list of enacted bills, highlighting those that do NOT exempt nonprofits, notes on their record thresholds and links to more info. Last updated July 2025.
Letting Data Go (PDF 120KB): A quick guide to making data minimization your friend.
The Traffic Light Data Entry System: a simple method for managing information accuracy in your database (PDF 192KB). Handout from panel session at the 2023 AASP Summit from a data entry method I devised with Aldera Chisholm and Bill Connors.
Unlocking potential: contacting European constituents under GDPR (PDF 173KB) addresses questions I was asked on GDPR at my 2023 AASP Summit presentation on privacy law.
The Colorado precedent (PDF 166KB): What you can learn from the CPA even if it doesn't apply to your organization .
Anticipating AI regulation: a few thoughts (PDF 172KB). A response to questions I was asked at 2023 AASP Summit and takeaways from the 2023 Executive Order on AI (this order was reversed in January 2025. See this article from Caitlin Andrews at the IAPP for an overview of the situation. AI regulation won't be going away though: expect a lot of activity at state level).
Sharing Donor Names (PDF 113KB): Asking if this can be done securely, this quick guide considers a safe approach for sharing info with memorial fundraisers. (PDF 113KB)
Annual Reports and Honor Walls (PDF 112KB): This quick guide looks at the difficult issue of whether you can securely share donor names in annual reports and on honor walls and considers the safest approach.
New! Semi-anonymity: Can you keep inferred information? (PDF 114KB) considers whether you should store inferred information about anonymous donors and email subscribers.

Quick guides - Raiser's Edge

Consents in The Raiser’s Edge (PDF 144KB): Considerations and shortcomings of this feature.
Consents in The Raiser’s Edge (PDF 149KB): Sample setup of consents.
Updated! Raiser's Edge NXT Email: Pros and Cons of this feature (PDF 127KB). Some thoughts on web view email and considerations for privacy law compliance. Updated July 2025.
Info Source Options in The Raiser’s Edge (PDF 127KB): Places to track sources of information in RE to help compliance with privacy law.

Presentations & webinars

Links: useful websites and thought leaders to follow

I'm not responsible for the security and content of these links.

Links: news articles

Scroll down for most recent. I'm not responsible for the security and content of these links.
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