DeLauro and Associates


2005 Galveston Street
San Diego, CA 92110
619-231-6464  San Diego  fax 619-330-4663     
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HIPAA and Healthcare Fundraising: Is your Development Office in Compliance?

The HIPAA Privacy Rules recognize the importance of healthcare fundraising by categorizing it as part of healthcare/hospital “operations.” The Rules go on, however, to limit the use of patient “Protected Health Information” (PHI) for fundraising purposes. The Rules for fundraising are clear on certain topics and silent on others.

Topics that the HIPAA Privacy Rules address:
  • Institutionally Related Foundations
  • fundraising in the Notice of Privacy Practices
  • ”Demographic information relating to an individual; and dates of healthcare provided to an individual”
  • Opt-out language
  • Business Associate Agreements


Fundraising topics that require review of your development office’s unique practices, interpretation of the Privacy Rules and evaluation of your organization’s “risk tolerance” include the following:

Topics for Review
  • Who may participate in fundraising efforts
  • If, when, where, why and how should an Authorization form for fundraising be implemented
  • Fundraising by “Philanthropic Interests”
  • Donor versus patient information
  • Physician involvement in fundraising
  • Grateful patient referrals
  • Trustee involvement in fundraising
  • Filtering data
  • Fundraising databases -- procuring, storing, and using information
  • Use of a patient daily census lists
  • Direct-mail programs
  • Donor prospect research
  • Donor recognition programs
Because of the ambiguity, many offices are over applying the Rules and placing unnecessary restrictions on their best practices. DeLauro & Associates can help your development office understand HIPAA as it relates specifically to healthcare fundraising and achieve its fundraising goals.


Read more about Nancy Gregovich.

Learn more about HIPAA compliance.

DeLauro & Associates:   telephone: 1-619-231-6464 |  email: info@delauroassociates.com
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