Confidentiality Clause
Specify confidential information categories and expectations for volunteers who may handle sensitive data, including non-disclosure obligations and duration.
A clear, signed affirmation protects both the volunteer and the organization by documenting consent, scope of duties, confidentiality expectations, and any required background checks. It supports onboarding, limits liability, and creates a consistent record for audits, insurance claims, and regulatory review.
Volunteer coordinators, HR staff, and program managers usually issue and collect this form during onboarding.
The individual providing services signs to acknowledge duties, policies, and any disclosures. Their signature establishes intent and attribution for the record and may be relied on for background-check releases or liability waivers.
A program manager or HR representative signs to confirm role assignment and receipt of the volunteer form; this confirms organizational acceptance and provides a contact for follow-up or verification.
Include legal name, DOB, and contact details to ensure identity matches background-check records and for emergency contact purposes.
Define the volunteer’s duties, expected schedule, supervisory contact, and any limitations on authority or activities.
List required policy acknowledgments such as confidentiality, safety rules, photo release, and, if applicable, background-check consent.
Provide space for volunteer and organizational representative signatures and dates; include witness or notary lines if required.
Record volunteer start date on the form to trigger training and insurance coverage timelines.
Complete required checks before unsupervised duties begin whenever policy or law requires.
Document monetary reimbursements; treat them consistently with IRS guidance to determine tax reporting needs.
Retain records per organizational policy and applicable law (see retention timeline).
Periodically renew consents or acknowledgments when role or conditions change.
Specify confidential information categories and expectations for volunteers who may handle sensitive data, including non-disclosure obligations and duration.
State any assumed risks and whether volunteers are covered by the organization’s liability insurance; avoid language that attempts to waive gross negligence protections.
Obtain permission for use of images or recordings when volunteers may appear in promotional materials or social media.
Include explicit authorization for identity verification and criminal background checks where required by policy or law.
Capture any required health certifications, vaccination status if job-critical, or emergency medical information, consistent with privacy laws.
Provide a section for volunteers to request accommodations under applicable nondiscrimination laws and organizational procedures.
| Field | Configuration |
|---|---|
| Name Field | Required, single-line, auto-validate against ID |
| Date Field | MM/DD/YYYY format, auto-fill option |
| Signature Field | Required, supports eSignature with audit trail |
| Routing | Send to coordinator then HR for storage |
Choose a platform that supports a tamper-evident audit trail, required authentication methods, and secure storage.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |