Partnerships and Philanthropy

Prospect Research

Two years on: Prospect research and compliance since the launch of the GDPR

Tuesday 07/07 | 09:00 - 09:00 | Online

In this session, we will provide a practical look at how fundraisers can undertake prospect research and supporter profiling in a post-GDPR world. With organisations uncertain of what activities they can and cannot undertake, Bates Wells (who previously worked with the IoF to produce the 'Connecting People to Causes: A Practical Guide to Fundraising Research') will set out the legal framework, and Edward will talk through his experiences and understanding of how GDPR has affected the LSE, and the steps that can be taken to ensure prospect research is carried out in a compliant manner. It will have been two years since the GDPR was introduced and over three since the ICO issued fines to charities for wealth-screening activities. Many organisations did not know how best to respond to these developments - now that the dust has settled, we can take a clear look at what is and isn't allowed in terms of communications, research, data processing and wealth screening. This session will cover all of these areas, to allow attendees to consider what they need to do in order achieve compliance whilst at the same time enabling them to make better informed fundraising approaches and ultimately boost funds for their charity.

Hannah Lyons

Senior Associate at Bates wells

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Lawrie Simanowitz

Partner at Bates wells

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