Why we use your personal information
We use your data for the following purposes: -
- To administer services including:
- processing payments;
- keeping an accurate history of transactions;
- sending service statements;
- communicating with you about the service and your relationship with us;
- notifying you of any changes.
- To identify if you have registered with the Fundraising Preference Service, Corporate Telephone Preference Service, Telephone Preference Service and / or have notified the Trust that you do not wish to be contacted and / or receive direct marketing information regarding our services and activities;
- Unless we have identified (or been made aware) you do not wish to receive marketing information, as per above – to contact you directly in the future regarding our services, future fundraising campaigns and / or events (i.e. via postal and electronic marketing);
- To send you newsletters regarding the Trust’s activities;
- For use in our internal publications such as Managers Bulletin and dtFocus;
- To create publicity materials to promote the Trust’s activities – for inclusion on/in our or other website(s), social media, press articles and/or case studies);
- For financial reporting;
- For external use such as Annual Review
Our legal basis for using your personal information
The processing of your personal information is based upon the lawful basis of: -
- Legitimate Interests –on the basis that you have expressed an interest in our services and/or we need to administer the service and, if you are a business contact, in relation to future fundraising campaigns, events and/or sending newsletters, as you are also likely to benefit from knowing about: -
- Changes/improvements to these services
- Similar services we provide which may benefit potential service users
- Consent– For the purpose of contacting you, if you are a private individual, in relation to future fundraising campaigns, events and/or sending newsletters.
- Consent– If you are a private individual or a business contact, for inclusion of your information on our or other website(s), social media, press articles and/or case studies (in which case we will always obtain your fully informed, freely given, consent (i.e. we will obtain your permission).
- Legal Obligation – For cases where you may have objected to marketing, we also have a legal obligation to hold some personal data, albeit limited, in order to ensure no more marketing is sent to you.
Who we may share your personal information with
We may share your information with: -
- The Trust’s Technology Providers, who support our day to day operations;
- Our Marketing Partners – e.g.:
- Marketing Automation Partners;
- Social Media;
- Event Organisations - to register you for an event;
- Mailing Houses - to provide you with information regarding our services and/or future events (i.e. via telephone, postal and electronic marketing);
- Design Agencies - so we can create publicity materials to promote the Trust’s activities; however, this is only where we have obtained your fully informed, freely given, consent).
The transfer of your personal information to a Country or International Organisation outside of the European Union
We intend to transfer personal information outside of the European Union, to some of our Technology providers.
These transfers occur on the basis of the protection provided by the EU-US Privacy Shield.
How long we keep hold of your data
We retain the personal information processed by us, only for as long as is considered necessary for the purpose for which it was collected (including as required by applicable law or regulation). Our Records Retention Policy sets out how long records should be retained.
Automated Decision Making & Profiling
We do not make any decisions in relation to your personal information, solely by automated means without any human involvement (e.g. we do not conduct automated decision making).
Neither do we conduct any automated processing of personal information to evaluate certain things about you (e.g. we do not conduct profiling).