Data Protection for Charity Fundraisers

A practical course for fundraisers and supporter care teams. Learn how UK GDPR, PECR and the Code of Fundraising Practice apply to everyday fundraising – choosing lawful bases, consent and the charitable purpose soft opt-in, the Fundraising Preference Service and TPS, Gift Aid records, wealth screening, supporters' rights and keeping supporter data secure.

Who this course is for: Individual giving, community, events, legacy, major donor and digital fundraisers, supporter care teams and fundraising managers. No legal background needed.

Self-paced online learning. Earn a Certificate of Completion on passing.

What you will learn

• Choose and record the right lawful basis for fundraising activities
• Apply PECR rules to email, text and phone marketing, including the charitable purpose soft opt-in
• Respect suppression services and supporters' preferences
• Carry out profiling and wealth screening transparently and lawfully
• Handle supporters' rights requests, including subject access, within the deadlines
• Keep supporter data secure and recognise and report breaches

Course modules

• The rules that apply to fundraising
• Contacting supporters lawfully
• Insight, profiling and Gift Aid
• Supporters' rights and keeping data safe