Long Read: The philosophical dispute between fundraising and data protection

At the end of 2016, when the ICO fined several charities for breaching the Data Protection Act 1998, Ian MacQuillin, wrote a fascinating philosophical piece on how charities are perceived by different types of people.

Even though this feels like a long time ago, it’s still as relevant today as it was back then. Whenever you feel that GDPR and data protection are not your friend, have a read of this.

https://criticalfundraising.wordpress.com/2016/12/21/opinion-the-philosophical-dispute-between-fundraising-and-data-protection/amp/

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Long Read: DPN Legitimate Interests Guidance – GDPR

The Guidance prepared by the Data Protection Network is a practical tool aimed at helping commercial and not-for-profit organisations to assess whether or not they can rely on Legitimate Interests as a lawful basis for processing personal data under the GDPR.

The Guidance covers:

  • Understanding what Legitimate Interests are
  • Identifying areas of processing where Legitimate Interests may apply
  • The Legitimate Interests Assessment (LIA) – the 3 stage test
  • Transparency and the consumer

https://www.dpnetwork.org.uk/dpn-legitimate-interests-guidance/

Long Read: Good asking

The Institute of Fundraising (IoF) recently launched Good Asking – a report on why charities research and process supporter information. They worked with leading academic Dr Beth Breeze from the University of Kent, to survey over 300 fundraisers to understand why they process and research information about their supporters, and what the benefits are for donors, charities and the wider public.

The purpose of this report is to shed light on the importance of fundraisers and their work. If they are to be successful, fundraisers need to conduct research to facilitate the efficient and accurate matching of donors and the causes they might wish to support, and to do so in a way that makes the experience as pleasurable as possible for the generous donor.

THE REPORT FINDINGS INCLUDE:

  • 90% of fundraisers believe that conducting research enables fundraisers to better communicate and tailor their work to the interests and priorities of donors
  • Most (88%) fundraisers believe that conducting research reduces the levels of unwanted or irrelevant mail sent out
  • A representative survey of the general UK population found that almost two-thirds (60%) of those who prefer charities to communicate in a tailored way with them, think that charities should be able to use information that is publicly available, for example doing Google searches or drawing on newspaper articles, in order to tailor their approach to their supporters.

The report also highlights that:

  • Two-thirds of major donors believe that a ‘more professional approach’ by fundraisers has been a key factor in the development of philanthropy in the UK

https://www.institute-of-fundraising.org.uk/library/good-asking-report-2017/

At last, clarity and sense about wealth screening, prospect research and updating addresses

Adrian Beney is back with an update on CASE’s work on providing guidance for charities for adopting GDPR best practise.

This document lays out in detail and with great clarity the circumstances under which these activities, regarded in recent years by some at the Information Commissioner’s Office as very controversial, can be carried out lawfully.

Follow the link below for full details.

https://www.linkedin.com/pulse/last-clarity-sense-wealth-screening-prospect-research-adrian-beney

Charity fundraising: how do you ask for, and get, a million pounds?

Raising mega-gifts may be the fastest way for charities to achieve a step-change, but securing such large donations is easier said than done.

Matthew Ferguson and Gemma Peters provide invaluable insight into how major gift fundraising from those who have a net wealth of at least £50m is very different to other types of fundraising.

https://www.theguardian.com/voluntary-sector-network/2016/jun/17/charity-fundraising-ask-for-a-million-pounds

Learn Everything about Sentiment Analysis using R

In this technical blog, Suresh Kumar Gorakala explains how to turn written comments into descriptive sentiment. This is extremely helpful when trying to categorise, segment and understand your audiences better.

This example focuses on Twitter comments, but this technique can be applied to any text field, including telephone call notes and emails.

http://www.dataperspective.info/2013/08/sentiment-analysis-using-r.html?m=1

A simple predictive score you can probably build in Excel

Many smaller fundraising and non-profit teams can’t make the investment to fully utilise analytics.

In this blog, the great Peter Wylie uses data from two schools to demonstrate how to build a very simple predictive score using nothing but Excel.

https://cooldata.wordpress.com/2016/07/05/a-simple-score-you-can-probably-build-in-excel/

The 4 Types Of Data Analytics

So, data analytics can help us to predict the future and find loads of people who will donate to our cause? Well, yes and no. But it’s a bit of a journey.

In this article, Thomas Maydon explains the four different types of data analytics:

  • Descriptive
  • Diagnostic
  • Predictive
  • Prescriptive

Follow the link below for more:

https://insights.principa.co.za/4-types-of-data-analytics-descriptive-diagnostic-predictive-prescriptive

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

Consent, Opt-In, Legitimate Interest and GDPR and how it relates to fundraising

Adrian Beney has a wonderful grasp of GDPR, particularly around the pros and cons on using consent and legitimate interests by charities.

This guide of his provides the perfect introduction to GDPR and how it impacts communication, prospect research and fundraising. A reassuring read to those old and new to the profession.

https://www.linkedin.com/pulse/consent-opt-in-legitimate-interest-gdpr-adrian-beney