House Study Bill 687



                                       HOUSE FILE       
                                       BY  (PROPOSED COMMITTEE ON
                                            STATE GOVERNMENT BILL
                                            BY CHAIRPERSON ELGIN)


    Passed House, Date                Passed Senate,  Date             
    Vote:  Ayes        Nays           Vote:  Ayes        Nays         
                 Approved                            

                                      A BILL FOR

  1 An Act providing for the confidentiality of certain records
  2    relating to charitable donations for the benefit of a
  3    government body.
  4 BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF IOWA:
  5 TLSB 6409HC 81
  6 rh/sh/81

PAG LIN



  1  1    Section 1.  Section 22.7, Code Supplement 2005, is amended
  1  2 by adding the following new subsection:
  1  3    NEW SUBSECTION.  52.  The following records relating to a
  1  4 charitable donation for the benefit of a government body:
  1  5    a.  Portions of records that disclose information about a
  1  6 donor's or prospective donor's personal, financial, estate
  1  7 planning, or gift planning matters.
  1  8    b.  Records received from a prospective donor regarding
  1  9 such donor's prospective gift or pledge.
  1 10    c.  Records containing information about a donor or a
  1 11 prospective donor in regard to the appropriateness of the
  1 12 solicitation and dollar amount of the gift or pledge.
  1 13    d.  Portions of records that identify a prospective donor
  1 14 and that provide information on the appropriateness of the
  1 15 solicitation, the form of the gift or dollar amount requested
  1 16 by the solicitor, and the name of the solicitor.
  1 17    e.  Portions of records that identify a donor and the
  1 18 specific form of gift or pledge payment schedule, except where
  1 19 a donor authorized or permitted the public disclosure of such
  1 20 information.
  1 21    f.  Portions of records disclosing the identity of a donor
  1 22 or prospective donor when such donor has requested anonymity
  1 23 in connection with the gift or pledge.
  1 24                           EXPLANATION
  1 25    This bill amends Code section 22.7 by establishing a
  1 26 confidentiality exception to Iowa's public records law for
  1 27 certain records relating to charitable donations for the
  1 28 benefit of a governmental body.
  1 29    The bill provides that records or portions of records that
  1 30 disclose information about a donor's or prospective donor's
  1 31 personal, financial, estate planning, or gift planning
  1 32 matters, records received from a prospective donor regarding
  1 33 such donor's prospective gift or pledge, records containing
  1 34 information about a donor or a prospective donor in regard to
  1 35 the appropriateness of the solicitation and dollar amount of
  2  1 the gift or pledge, records that identify a prospective donor
  2  2 and that provide information on the appropriateness of the
  2  3 solicitation, the form of the gift or dollar amount requested
  2  4 by the solicitor, and the name of the solicitor, records that
  2  5 identify a donor and the specific form of gift or pledge
  2  6 payment schedule, except where a donor authorized or permitted
  2  7 the public disclosure of such information, and records that
  2  8 disclose the identity of a donor or prospective donor when
  2  9 such donor has requested anonymity in connection with the gift
  2 10 or pledge shall be confidential.
  2 11    For purposes of Iowa's open records law, the term
  2 12 "government body" means this state, or any county, city,
  2 13 township, school corporation, political subdivision, tax=
  2 14 supported district, nonprofit corporation other than a fair
  2 15 conducting a fair event as provided in Code chapter 174, whose
  2 16 facilities or indebtedness are supported in whole or in part
  2 17 with property tax revenue and which is licensed to conduct
  2 18 pari=mutuel wagering pursuant to Code chapter 99D, or other
  2 19 entity of this state, or any branch, department, board,
  2 20 bureau, commission, council, committee, official, or officer
  2 21 of any of the foregoing or employee responsible for
  2 22 implementing the requirements of the open records law.
  2 23 LSB 6409HC 81
  2 24 rh:nh/sh/8