Once the confidentiality policy is drafted, the board must formally approve it. The first step in writing a confidentiality policy is to identify the reasons the board needs it.Many people contact the Attorney General's Registry of Charities and. Fundraisers to ask if their organization in California is a charity. Contractor is a Non-Profit Organization under Section 501(c)(3) of the U.S.. Internal Revenue Code. Confidential Information does not include information, data, analyses, documents, or materials that (i) are when furnished, or thereafter become, available to. Connect the confidentiality policy to board members' duty of loyalty, which obligates them to act in the best interest of the organization.