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You will learn to:

  • What are the main compliance risks affecting fundraising, comms and campaign activities?
  • How to collect and manage supporter data with the required consent
  • How to ensure your fundraising campaigns are compliant
  • How to maintain good data governance when fundraising in the field or outsourcing
  • What changes are coming our way in the new EU General Data Protection Regulation (GDPR) and ePrivacy Regulations

Course availability 

Please get in touch for more information. Call us on 020 8614 0277 or email on

Course information

What are the main compliance risks affecting fundraising activities?
  • What is at stake if the rules are broken
  • How fundraising regulation is evolving
Principles of The Data Protection Act
  • An explanation of the main principles of data protection
Collecting and managing your supporter data
  • Data collection methods
  • Service communications: what can I send without consent?
  • Consent for marketing - including opt-in vs opt-out and how to maximise consent rates
  • Examples of how charities gain consent – we evaluate them
  • Processing sensitive personal data
  • Customer Care interactions by telephone
  • Distributed data collection & processing via stores or branches
  • Re-permission campaigns if you don’t have valid consent
Data from third parties - requirements for indirect consent
  • Data from other sources: list rental, from other third parties and off the Internet
  • Major donors
  • The challenges with appending data
Compliance for your direct marketing campaigns:
  • Email
  • Direct mail
  • Telemarketing – including consent, TPS, guidance when using a TM agency
  • Face to face fundraising
  • Premium SMS
Handling vulnerable consumers and supporter rights
  • Handling vulnerable people
  • Answering concerns about data use
  • Subject Access Requests
  • New data rights e.g. Right to Erasure
Maintaining good data governance
  • Policies & procedures
  • Data hygiene, managing suppressions & unsubscribes
  • Privacy Policy – what you need to include
  • Contracts with your data processors
  • Who protects your supporters? Should you have a ‘supporter protection’ role to act as guardian over the data? Should you appoint a DPO?
The new Fundraising Regulator – role & priorities
  • What impact will the Fundraising Preference Service have?
The EU General Data Protection Regulation (GDPR)
  • Scope of the new regulation and the main impact areas for charities
  • Requirements for consent and profiling
  • New and enhanced rights of supporters
  • Impacts on a charity’s database and data processes
Compliance takeaways
who should attend?
This course is targeted at those in fundraising, communications, campaigns roles. We will show you how to protect supporter data and look after the reputation of the charity. You will gain a good understanding of data protection principles and rules which will help you to spot potential DP issues and implement practical solutions.

Simon Blanchard, Senior Associate, Opt-4

Simon joined Opt-4 as an Associate following a career in publishing at Bauer Media (formerly Emap) where he held the group role Head of Data & Online Marketing. Simon also spent some time working with Thomas Cook responsible for CRM  programmes  and  has worked across other sectors including TV  and not for profit.

IDM Head Office

The IDM have created an inspiring training area with two state-of-the-art training suites. There is a café dining area and relaxation zone to help you network and gain knowledge during your visit.

Before attending I knew a little about many elements of digital marketing. I left with a much deeper knowledge, some excellent tools and tips to implement what I learnt. Excellent!

Mark Blunden,
Director of Client Management, Foviance

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