Legacy fundraising and data retention

Legacy fundraising and data retention 224Kb PDF

5 June 2019

New guidance on data retention and legacy fundraising

In legacy fundraising, keeping records and data on the relationship with a supporter has always been important – especially if there is ever a dispute about the legacy gift in the future. But with GDPR requiring that data isn’t kept forever, getting the balance right on data retention is a really tricky area. 

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