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