1. Fundraising in an age of GDPR
Daniel Fluskey
Head of Policy and External Affairs

2. Culture and best practice
GDPR
Rules and compliance
Culture and best practice
Governance
and leadership
Donors and supporters
GDPR has prompted huge amount of discussion and debate, much of it beyond data protection legislation
Grappling with lots of different questions at the same time
Also dealing with agencies, databases, admin systems, staff, procedures – it’s complicated!
Not just fundraising – but all personal data (campaigns, staff, trustees, volunteers, service users)

3. Trying to answer three questions at the same time
How do charities make sure they’re properly following data protection law (GDPR and PECR)?
Should charities be held to the same standards as businesses and other sectors, or should they be held to different/higher standards?
How SHOULD charites be fundraising in a way that raises money, improves the experience for supporters & the public, and brings long- term sustainability?
Excellent fundraising for a better world

4. Trying to answer three questions at the same time
How do charities make sure they’re properly following data protection law (GDPR and PECR)? LEGAL COMPLIANCE
Should charities be held to the same standards as businesses and other sectors, or should they be held to different/higher standards? FUNDRAISING REGULATION
How SHOULD charites be fundraising in a way that raises money, improves the experience for supporters & the public, and brings long- term sustainability? EXCELLENT FUNDRAISING
Excellent fundraising for a better world

5. Charity’s values/ethical approach/
Legal requirements
Charity’s values/ethical approach/
excellence
Code of Fundraising Practice
Charities need to get all three of these right – it’s like a tripod. Take one away, and the thing falls over.
Excellent fundraising for a better world

6. Excellent fundraising for a better world
Cause of confusion – opt in and consent.
We should be passed this now, but still some myths are out there
Excellent fundraising for a better world

7. Lawful processing Excellent fundraising for a better world
GDPR gives you different options – 6 lawful bases for contacting people.
You need to know the ones that are relevant for you – and for fundraising it will be consent or legitimate interests
Excellent fundraising for a better world

11. Opt in or opt out? (consent or legitimate interest?)
1. First off, check the rules and review the guidance.
Consent is required for and SMS.
Consent or legitimate interest can be used for post or telephone (non-TPS).
Do you know what each requires and how to do them fairly and lawfully?
2. Understand your options, scenario plan, budget and assess
Should be a strategic and informed decision – not just fundraising
Decide what’s right for your charity – a fully ‘opt in’ approach might not be best for all
3. Whichever way you go, make sure you do it right!
And don’t just think about it as a ‘compliance’ question, what’s going to raise you money and give supporters a great experience?
How to choose consent or legitimate interest?
Strategic decision, not really a legal one.
Excellent fundraising for a better world

12. What the rules can’t tell you…
How often to contact a supporter?
Whether to use consent or legitimate interest? (for non-electronic marketing!)
How long to keep donor records for?
How long does consent or your legitimate interest last?
The exact wording to use in your privacy policy and in fundraising communications
Excellent fundraising for a better world

13. Five things to think about – for organisations
Accountability and governance. Not enough to ‘be compliant’. Need to be able to demonstrate that you are. How are you going to do that?
Make the right decisions for your charity (consent or legitimate interest?)
How will you be talking to supporters, providing information and giving them choices? (in a way that sounds human and engaging!)
Getting a joined up approach across your organisation – not just a fundraising issue!
However much guidance is out there – some things are up to YOU
GDPR
Excellent fundraising for a better world

14. Some resources to help
Excellent fundraising for a better world