Rethinking Relationship Management Guidelines in an Age of Data Privacy

Recorded On: 09/21/2020

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The ever changing landscape of data privacy regulation, legislation, and donor expectation has elevated the need for advancement teams to assess and amend their relationship management guidelines. How much is too much? What information can you legally keep in your database? What information is it prudent to keep? Who should have access to this information? In this session we will dive into these questions and more. Attendees will leave with a better sense of the data privacy landscape, and with concrete next steps for how to begin evaluating the information they record on their donors.

This webinar is worth (1) CFRE point. 

This session is part of the PD 2020: Data Driven Bundle.

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Rethinking Relationship Management Guidelines in an Age of Data Privacy
Open to view video.
Open to view video. The ever changing landscape of data privacy regulation, legislation, and donor expectation has elevated the need for advancement teams to assess and amend their relationship management guidelines. How much is too much? What information can you legally keep in your database? What information is it prudent to keep? Who should have access to this information? In this session we will dive into these questions and more. Attendees will leave with a better sense of the data privacy landscape, and with concrete next steps for how to begin evaluating the information they record on their donors.
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Adrian Owen

Assistant Vice President for Advancement Services

LSU Foundation

Elisa Orzac Soehnberger

Research Consultant

Aspire Research Group