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. … Continue reading At last, clarity and sense about wealth screening, prospect research and updating addresses

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. … Continue reading Charity fundraising: how do you ask for, and get, 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

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 … Continue reading Prospect Research and GDPR-compliant wealth screening

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