Prospect Research and GDPR-compliant wealth screening

Prospect research and wealth screening do not sit easily with GDPR:

  • Can individuals reasonably expect to be researched for wealth?
  • Would they expect to charities to find public information about them and use it?
  • How about if the charity uses a third-party supplier?

Nicola Williams, MA in Philanthropic Studies, has written several helpful guides at Factary to help you answer those questions for your own charity.

https://www.factary.com/docs/Factary_Legitimate_Interests_and_Prospect_Research.pdf

https://www.factary.com/docs/Factary_Guide_to_GDPR_Compliant_Screenings.pdf

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