California Consumer Privacy Act (CCPA): What you need to know to be compliant

The California Consumer Privacy Act could have more repercussions on U.S. companies than the European Union’s General Data Protection Regulation (GDPR) that went into effect in 2018. The California law doesn’t have some of GDPR’s most onerous requirements, such as the narrow 72-hour window in which a company must report a breach. In other respects, however, it goes even farther.

The California Consumer Privacy Act (CCPA) takes a broader view than the GDPR of what constitutes private data. The challenge for security, then, is to locate and secure that private data.

CSO, which serves enterprise security decision-makers and users with the critical information they need to stay ahead of evolving threats and defend against criminal cyberattacks, shares an excellent guide on what CCPA means to you.

https://www.csoonline.com/article/3292578/california-consumer-privacy-act-what-you-need-to-know-to-be-compliant.html

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Here Comes America’s First Privacy Law: What the CCPA Means for Business and Consumers

On January 1 2020, a landmark new data law comes into effect, subjecting U.S. businesses to a sea change of privacy regulations. After that date, Americans will be able to demand that charities disclose what personal data they have collected about them, and also ask them to delete that data. The California Consumer Protection Act (CCPA) will severely impact tech giants like Google and Facebook, as well as retailers like Macy’s and Walmart.

This heralds the end of an era in which the U.S. defied a shift in global privacy norms, and allowed American companies to commodify consumer data.

There remains, however, considerable confusion over how the law will be enforced, and how much of a burden it will be to U.S. companies. What follows is Forbes’ plain English explanation of the law, the politics surrounding it, and how it will affect businesses and consumers.

https://fortune.com/2019/09/13/what-is-ccpa-compliance-california-data-privacy-law/

Asking on the first meeting: good practice, or scandalously impolite?

Shaun Horan starts this thought piece with: “Nothing splits a room like asking this question: should you ask for a gift from a prospective donor on the first meeting?”

So, what are his reasons? Click below to find out.

https://halpinpartnership.com/debate/asking-first-meeting-good-practice-or-scandalously-impolite

The Evolution of Philanthropy and the Fall of the Fundraising Pyramid

For a long time, philanthropy has been defined as “the giving of money to nonprofit organizations.” However, this definition is quickly becoming obsolete.

It’s evolving towards a meaning that is more appropriate to today’s giving paradigm and less industry-driven: that philanthropy is “the action of transforming the social wellbeing of others through generosity.”

The fundraising pyramid has long been the gold standard in the nonprofit industry to “group” donors. But it’s an odd way to represent a community of philanthropists — it’s a misrepresentation of what’s actually taking place through the process. The evolution of philanthropy forces us to re-imagine this structure.

Community Funded explains more.

https://www.communityfunded.com/blog/evolution-philanthropy-fundraising-pyramid/

Five Identifiers of a High Quality Fundraising Prospect

Discovering your best fundraising prospects does not boil down to a single piece of criteria. There are several qualities that can help identify the potential donors who can give the major gifts that will lead to your organization’s success.

Here, Kim Becker Cooper – Marketing Director at DonorSearch, shares her five key identifiers.

http://twbfundraising.com/blog/five-identifiers-high-quality-fundraising-prospect/

Don’t fear the Rich List

How to deal with rich people? John Baguley writes in this blog:

“I have worked on many highly successful capital appeals and a few that didn’t quite reach their target. Time and again that failure was due to the inability of the team to engage with wealthy people as human beings and not as representatives of all that is wrong with society. The feeling was often that they ought to give because they were rich, with no thought about real engagement over time with their kindness and goodwill.

“Crucially, this sometimes manifested itself in the act of asking, which I have seen done almost as an act of bravado to show the person asking was not afraid of the task but, unfortunately, that resulted in a slightly offensive demand lacking any humility.”

Read this blog for John’s tips on dealing with the rich.

https://www.charitychoice.co.uk/the-fundraiser/dont-fear-the-rich-list/726

How to Build a Major Donor Program from the Ground Up

Most organizations have plenty of donor prospects, without having to go outside and look for prospects who aren’t connected to you.

Claire from Clairification Fundraising Coach suggests you don’t start with the most out-of-reach prospects. You can be a major donor prospect rainmaker without having to go outside or reach too far.

Even small current donors may be juicier prospects than “whale” donors with no connection to you or your cause.

It’s as easy as ABC: Access. Belief. Capacity.

It all boils down to this:

  • Who you know you can get to.
  • Who believes in your mission.
  • Who has capacity to give.

These are the folks with whom you’ve already got a foot in the door. They are your best prospects for upgraded giving, presuming you’ve treated them well.

For more details, visit:

https://clairification.com/2017/01/12/build-major-donor-program-ground/

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/

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

5 Years of Reflection — 10 Things I Learned About Effective Research Management

It’s not often that you get an award-winning prospect researcher share their experiences and tips on how to run a successful research operation. Jason J Briggs provides 10 excellently detailed tips, including data-led decision making and those elusive prospect research KPIs.

This is a must read.
https://medium.com/@jasonjbriggs/5-ears-of-reflection-10-things-i-learned-about-effective-research-management-930048ed14d8


Women in Philanthropy: Insights and Trends You Can Apply

Women are emerging boldly in the for-profit and non-profit sectors – including as campaign volunteer leaders and lead donors.
Graham-Pelton’s Elizabeth Zeigler shows how major gift fundraisers can benefit from data about women and their philanthropy in order to develop sound engagement and solicitation strategies.

https://grahampelton.com/insights/women-philanthropy-insights-trends-can-apply/