Privacy Statement

Who are we?

We are Lara Jukes and Fiona McWilliams operating in partnership in the provision of consultancy services in fundraising to charities and other not-for-profit organisations. We can be contacted by email – lara@jukesmcwilliams.co.uk and fiona@jukesmcwilliams.co.uk and by phone on
+44 (0)7780 617295 / +44 (0)7917 568999.

Whose data do we process?

We process personal data which relates to our clients’ donors and other supporters and potential donors and supporters. We also process data about people who work for our clients and others with whom we have had a business connection.

Legal status

The legal status of data given to us by a client is controlled by a contract between ourselves and our client. This determines how we use personal data passed to us by the client and we only use this data in the way in which the client has requested. In that respect, we act as a Data Processor under UK General Data Protection Regulation (UK GDPR) and ultimate control of the personal data remains with our client.

Some of our work requires us to collect additional data from donors and potential donors whom we meet. In that respect, we act as both Data Processor and Data Controller.

We also act as a Data Controller in respect of data we hold on those who work for clients and potential clients, as well as others with whom we have a business connection. When we process data as a Data Controller, we rely on three grounds for lawful processing:

• For the purpose of administering contracts with clients, to the extent that we process personal data we do so because it is necessary for the administration of a contract

• For promotional activity, we process data because it is in our legitimate Interest unless the law requires us to obtain your consent in which case we will only process data with your consent

• When carrying out client activity we will usually seek consent to process data, for example, to make interview notes if conducting a feasibility study. In some cases, and especially before we have met someone whom we may be seeking to interview, we will process data because it is in our legitimate interest to do so in order to properly advise our client.

  Floor 3, 6-8 Bonhill Street, London EC2A 4BX Company number 15022896 www.jukesmcwilliams.co.uk

What data do we process?

In carrying out our work as fundraising consultants, we hold data, whether as a Data Processor or Controller, which helps us to understand an individual and their relationship with the organisation they support or may support. This information may include:

• Basic personal details, including name and age

• Contact details

• Nature of the relationship with our client, including information about past giving to the client

  and hoped for future giving

• Financial, business, family and networking information since this often has a material impact

  on the way in which the person pursues their philanthropic interests

• Educational information and affiliations to organisations which are in the public domain

• Notes of meetings, correspondence and conversations which we have with the data subject.

  In carrying administrative and marketing work for our business, information we hold includes:

• Name

• Employment and contact information

Communications preferences.

What do we do with the data?

We use the data to provide both general and specific advice to clients on the planning and implementation of fundraising and supporter relations activities.

If we are carrying out interviews with donors and potential donors and supporters, we seek a person’s permission to take and to keep notes of our conversation(s) and correspondence. We ask the person to tell us what we may disclose to the client and what we may not. We may securely retain our notes following the completion of a particular contract with the client since these can be useful to the client should they choose to work with us again. It is also important for us to be able to recall with whom we have met in order that we can properly respect the relationship between a particular individual and the client(s) with whom that person interacts.

In pursuit of our own business interests, we use personal data to manage our contractual relationship with clients and to send news or updates that may be of interest to clients. We may do this by post, telephone or email.

 

 

To whom do we disclose information?

As a Data Processor, we never disclose any personal data to a third party unless the client to whom the data belongs requests or permits us to do so in writing.

Floor 3, 6-8 Bonhill Street, London EC2A 4BX Company number 15022896 www.jukesmcwilliams.co.uk

As a Data Controller, we do not pass control of personal data to any other party except with the consent of the individual data subject, unless required to do so by law.

Security

We keep all data in secure, cloud-based storage, only accessible to us.

How long do we retain information?

In our capacity as a Data Processor, we keep information for so long as the contract with our client requires. In our capacity as a Data Controller, we keep information for as long as is necessary for us to carry out our work as fundraising consultants. In respect of interview notes, both we and the data subjects often find it helpful to have a record of discussions that took place between us even many years earlier. If a donor wishes us to delete this information we will of course comply with that request.

For administering our own business interests, we retain personal data whilst working with a client and for a reasonable time until such a time as repeat business seems unlikely. A data subject may ask us to delete their details at any time.

Your data protection rights

Under data protection law, you have a number of rights in respect of your data:

• If we are processing data with your consent, then you have the right to withdraw that consent

  without prejudice

• If we are processing data because it is in our Legitimate Interest to do so, then you have the right

  to require us to stop such processing

• You have the right to request a copy of any data we hold about you

• You have the right to complain about the way in which we process your data.

  Any requests or complaints should be sent to us using the contact details given above. We have one month in which to respond to you.

  You also have the right to complain to the Information Commissioner (ICO) about the way in which we have processed data. Contact details are at www.informationcommissioner.org.uk

June 2023

Floor 3, 6-8 Bonhill Street, London EC2A 4BX Company number 15022896 www.jukesmcwilliams.co.uk