Donors, Data Privacy & Security, and Doing What’s “Right”
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The document discusses the importance of ethical fundraising in the context of data privacy and security, emphasizing the need for trust and accountability in donor relationships. It outlines ethical standards and professional codes, including the legal implications of data protection laws like GDPR and state privacy regulations. Recommendations for nonprofits include developing clear data governance policies and ensuring the security of donor information.
Donors, Data Privacy & Security, and Doing What’s “Right”
- 1. Donors, Data Privacy & Security, and Doing What’s “Right” T. Clay Buck,CFRE RyanWoroniecki October 13, 2020
- 3. What Is The Connection Economy? The connection economy rewards value created by building relationships and fostering connections,
- 4. In the Connection Economy, data is the most valued – and coveted – asset.
- 7. What We’re Talking About . . . • Donors Are Data -Trust • Take a Legal & Ethical Approach • StartTaking Steps Now • Change the Culture – Data Is An Asset • Be Aware of the Laws • Policies & Procedures • Leadership & Governance
- 8. The value of trust, transparency, and and ethical relationship management is more critical than ever before.
- 10. Ethics & Trust – A Reciprocal Relationship
- 11. What Are Ethics? “Ethics is based on well-founded standards of right and wrong that prescribe what humans ought to do, usually in terms of rights, obligations, benefits to society, fairness, or specific virtues.” - Markkula Center for Applied Ethics • At its simplest, ethics is a system of moral principles. They affect how people make decisions and lead their lives. • Ethics is concerned with what is good for individuals and society and is also described as moral philosophy. - BBC Center for Ethics
- 12. Why Ethics? • Accountability • Transparency • Public Trust • Responsibilities • To organization • To donor • To beneficiary
- 13. Why Ethics? Fundraising is ethical when it balances the duty of fundraisers to ask for support (on behalf of their beneficiaries) with the right of the donor not to be subject to undue pressure to donate… …such that a mutually beneficial outcome is achieved and neither stakeholder is significantly harmed. - Rogare.net/fundraising-ethics
- 14. Professional Associations Ethics - Giving Institute’s Standards of Practice and Code of Ethics - AFP’s Code of Ethical Principles and Standards - CASE Statement of Ethics - APRA Statement of Ethics - ADRP Ethics Statement - AASP Statement of Ethics - GPA Code of Ethics - AHP Statement of Professional Standards and Conduct - Model Standards of Practice for the Charitable Gift Planner (National Association of Charitable Gift Planners) - Donor Bill of Rights - eDonor Bill of Rights
- 15. AFP Code of Ethical Standards • Inspire others through their own sense of dedication and high purpose; • Improve their professional knowledge and skills, so that their performance will better serve others; • Demonstrate concern for the interests and well-being of individuals affected by their actions; • Value the privacy, freedom of choice and interests of all those affected by their actions; • Foster cultural diversity and pluralistic values and treat all people with dignity and respect; • Affirm, through personal giving, a commitment to philanthropy and its role in society; • Adhere to the spirit as well as the letter of all applicable laws and regulations; • Advocate within their organizations adherence to all applicable laws and regulations • Avoid even the appearance of any criminal offense or professional misconduct; • Bring credit to the fundraising profession by their public demeanor • Encourage colleagues to embrace and practice these ethical principles and standards; and • Be aware of the codes of ethics promulgated by other professional organizations that serve philanthropy.
- 16. Laws vs. Ethics The Law sets the minimum standards of behavior, while ethics set the maximum – a higher, “moral” standard. The “right” thing to do.
- 18. General Data Protection Regulation (GDPR) – History & Implications • 1995 EU Data Protection Directive • 2014 “The Right to be Forgotten” • 2018 GDPR • Do you have European donors? • High data protection standards • Move from opt-out to opt-in • Allow people to request records and or deletion of data • Assign a Data Protection Officer
- 19. California Consumer Protection Act • Right to Access Data • Right to Deletion • Right to Know Collection • Right to Opt Out
- 20. State Level Privacy Laws
- 21. State Level Privacy Laws
- 23. Let’s Not Panic, But We Need to Watch Carefully Chronicle of Philanthropy, September 15, 2020
- 24. Let’s Not Panic, But We Need to Watch Carefully Chronicle of Philanthropy, September 22, 2020
- 25. Canadian Privacy Laws •PIPEDA – Does not generally apply to nonprofits •CASL – Applies to nonprofits, requires opt-in for non solicitation emails
- 26. Data Governance • What do you need in the database, what is it used for and can it be stored elsewhere? • Update agreements to ensure institutional safety • Review information requests strongly, don’t give info to scammers
- 27. Basic Security Practices • Separate passwords for every employee/volunteer • Share donor, volunteer, and employee information securely (not email) • Use up-to-date antivirus software • Do not share passwords especially via email • Careful on public WiFi • STOP EMAILING DATA LISTS!
- 28. Advanced Security Practices Written Policies & Procedures: • Data Security & Maintenance Policy • Data Privacy Policy • Public Disclosure • Donor Stewardship Document ? • Gift & Data Entry Policy and Procedures • Include in Human Resources/Onboarding ~Whistleblower Policy! Does this rise to the level of Governance? Governance? (i.e. Board) (YES)
- 32. Recommendations • Clear, precise Gift Acceptance Policy – stakeholder buy-in • Data Usage Manual • Define Access – who knows what? • Part of Onboarding • Whistleblower Policy • Assign Data Protection Person • Make Data A Priority – on par with Goals
- 33. THANK YOUT. Clay Buck, CFRE clay@tcbfundraising.com www.tcbfundraising.com 33 We need your voice! Please take a moment to participate in a survey on how the fundraising profession is approaching data security and privacy. Visit www.tcbfundraising.com/data-survey Co-Produced with @TClayBuck Ryan Woroniecki ryan@donorsearch.net www.donorsearch.net @nprofmillennial