Confidentiality Agreement (3 Samples) & Policy

The Confidentiality Agreement (3 Samples) and Policy below are available free to download, customize and print for your church or organization.



Church employees and volunteers are almost always exposed to a great deal of confidential information. This information includes:

  • Member's Contributions
  • Member's Personal Information
  • Member's Counseling Notes
  • Church Personal Bills
  • Pastor's Payroll
  • And Much More


Confidentiality Policy with Agreement below includes:

  • Policy - [Church Name] Officers are responsible for the security of any confidential information to which they have access. They have an obligation to maintain the confidentiality of proprietary, confidential and sensitive information, documents and data concerning [Church Name], its staff, members, organizations and Pastor. Church Officers will not discuss or divulge internal church business concerning any of the above entities except to (1) the extent necessary for the normal conduct of business and (2) those that are specifically authorized to receive such information.
  • This policy is not intended to delay normal church communications, but rather it's to specify individual discretion. Violation of this policy/agreement constitutes grounds for removal from office.
  • I have received and read a copy of the [Church Name] Confidentiality Policy/Agreement and I understand and accept the policy and guidelines set forth within the document.   My signature demonstrates my agreement to hold confidential all church business/matters pertaining to the Pastor, staff, organizations and members while serving as a officer of the church.
  • Agreement - I, [Person Signing Agreement], agree that I will keep confidential any proprietary, confidential and/or sensitive information, documents or data concerning [Church Name], its staff, members, organizations and Pastor that I may have access to as a result of carrying out my responsibilities as a church officer.
  • Signature and Title of Person Signing Agreement, Printed Name and Date of Signature
  • Signature and Title of Staff Witness, Printed Name and Date of Signature

All employees and volunteers who have access to confidential and sensitive information should be asked to sign a Confidentiality Agreement indicating that they completely understand the importance and safeguarding confidential information and they also understand the consequences if they break these policies or agreement.

The agreement goal is to confirm your church or organization's commitment to maintaining and respecting personal and/or private information within the organization, and this information should be kept in the employee or volunteer's personal file.

Click on the link(s) to download the Confidentiality Form(s) for your church office, Human Resources Department, etc. below:

Confidentiality Agreement #1

Confidentiality Sample Agreement #2

Confidentiality Policy with Agreement


If you need to modify this form, try the site: Free PDF Services. You can convert this Adobe file into a Word document free of charge and make the necessary changes.

Note: You will need Adobe Reader (the latest version is recommended) installed on your computer in order to save or open these forms.

You can get Adobe Reader free here (a new window will open so you can download it without leaving this page).

If you want to open the file in your browser window, just click on one of the links above. However, if you want to download the file to view later, then right-click on the link and choose "Save Target As" or "Save File As". Then select where you want to save the file on your hard drive.


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Note: These sample forms are meant to serve as example forms and should not be construed as legal documents.  Please contact a legal professional for legal language for your specific organization.


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