Why we use your personal information

We use your data for the following purposes: -

  • To acknowledge and thank you for your contribution;
  • To invite and send you information regarding our Annual General Meeting;
  • To invite you to renew your subscription with us (Note: applicable only to members)
  • 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 process your subscription (Note: applicable only to Members).
  • To send you newsletters regarding the Trust’s activities;
  • 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 use in our internal publications such as Managers Bulletin and dtFocus;
  • For financial reporting;
  • For external use such as Annual Review.

How we obtain your personal information and the types of personal information we may obtain

Your personal information is collected via an appointment process and/or directly given by you.

We process the following types of personal information in relation to you - e.g. (this is not an exhaustive list):

  • Your Name;
  • Your Contact Details (address, telephone, email etc);
  • Your Bank Details if you are a Member;
  • Your background (e.g. experience, qualifications).

Our legal basis for using your personal information

The processing of your personal information is based upon the lawful basis of: -

  • Legitimate Interest - For the purpose(s) of general correspondence and if you are business contact, contacting you in relation to future fundraising campaigns, events and/or sending newsletters, financial reporting and annual reviews;
  • 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.

If you are 16 or Under

We are committed to protecting the privacy of children aged 16 or under. If you are aged 16 or under and we process your data on the legal basis of Consent (i.e. your permission), we will ensure we obtain your parent/guardian's Consent beforehand whenever you or other parties, provide us with your personal information.

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 and/or Marketing Partners.

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). In the absence of specific legal, regulatory or contractual requirements, our baseline retention period for your personal information and other documentary created is two years after the ceasing of relationship with the Trust. OurRecords Retention Policysets 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).