Plan International UK

Major Donor compliance and best practice audit

The Brief:

Plan International UK had undertaken preparation for GDPR on an organisation-wide basis and the Philanthropic Partnerships Team (PPT) had produced draft guidelines on GDPR compliance. The PPT team was keen to ensure it was meeting its specific regulatory obligations in practice, when approaching existing donors, warm prospects and cold prospects.

Action Taken:

Money Tree Fundraising took on board a set of questions that Plan had relating to the practical implementation of GDPR legislation. Money Tree Fundraising reviewed Plan’s GDPR guidance, planned major donor activity, legitimate interest assessments and donor communication. This was tested against an extensive range of guidance from across the sector, the Institute of Fundraising and the ICO.

Difference Made:

Within Plan there were a range of views on how fundraisers should interpret GDPR legislation in practice. Money Tree Fundraising interpreted a wide spectrum of available guidance to provide practical steps for the team to take when researching and communicating with major donors and prospects.

Results:

We are now clearer on where to prioritise fundraising resource and have some good direction on our core messaging too. We have a workplan for the year.