Welcome to our CISC Leadership briefing 2017 - PowerPoint Presentation

Welcome to our CISC Leadership briefing 2017 21 September 2017

Welcome and introductions – Kingston SmithLegal updates – Stone KingStrategy and affordability – Kingston SmithSafeguarding – Stone King Fundraising and GDPR – Kingston Smith Fundraising and ManagementGroup discussionAgenda

As Head of our dedicated not for profit sector encompassing charities, schools, membership bodies and trade associations, Neil has worked with a wide range of charities for more than 25 years and is passionate about the sector. He has extensive experience of running both fundraising and grant-making charities, and has built up an unparalleled knowledge of the issues facing charities, schools and religious organisations. He has a particular interest in international charities, especially those who work to promote long-term sustainable development and he also acts for a significant number of religious and faith sector clients.In his role as head of Kingston Smith’s Education Sector Group, Neil is involved with and advises many of the sector advisory bodies, including the Girls’ School Association and the Catholic Independent Schools Conference for which we also act as auditors. In addition, he provides technical advice to the Independent Schools’ Bursars Association. Neil helped to establish and continues to lecture on the MSc in Charity Finance, Grant-making and Fundraising course at Cass Business School at City University, the only course of its type in the country. He was one of the founding members of the Charity Finance Group, regularly contributing to their handbook, and is a former trustee of the youth homelessness charity Centrepoint. Neil is also currently a non executive director of a medical grant making charity, which he helped set up.In addition to his sector expertise, Neil is well-known for his supportive, patient and calm persona. He is an excellent listener who works in partnership with his clients, getting involved in advising across a wide range of business issues. He is also always willing to be a sounding board, providing his clients with ideas, adding value through innovative and constructive advice. Neil Finlayson, Head of Not-for-Profit and Education, Kingston Smith

Anjali’s in-depth knowledge and expertise in the critical issues facing organisations within the not-for-profit sector is supported by her having spent the past 17 years’ advising to numerous charities and education institutions. Making it her mission to identify and raise potential challenges and risks at the earliest possible stage, Anjali is relied upon by her clients to advise them on all aspects of fulfilling their goals and ambitions.A true specialist in the charity and education sectors, and counting independent schools and academies amongst her clients, Anjali has extensive commercial experience and has also advised a number of charities on tax implications and setting up external trading activities She was also historically involved with the old grant-maintained schools before they were abolished and is well versed at liaising with government bodies, including more recently for a number of charities that have assumed services from local authorities. Anjali regularly provides training for finance directors, bursars and trustees for clients and non clients through seminars as well as regularly speaking at events including those hosted by the Girls Schools Association. She is the former President of the Haberdashers’ Aske’s School for Girls’ Old Girls Committee and is the current treasurer and executive member of the Charity Law Association, in addition to holding a number of other voluntary roles. Anjali also sits on Kingston Smith’s Executive Board.Anjali Kothari, Partner – Charities and Education, Kingston Smith

Dan has a broad background in fundraising and voluntary income generation from individuals, companies, grant-making trusts and statutory bodies. From 2011-14 he ran his own fundraising and management consultancy, Delta Fundraising, where he worked with national charities such as NCVO, The King’s Fund, Circulation Foundation and Royal Artillery Centre for Professional Development, and more regional ones including Rennie Grove Hospice Care, Hertfordshire MS Therapy Centre, and Viewpoint-Herts.Prior to this Dan’s career focused on health charities, but he is experienced in helping not-for-profits from other sectors go through change as they improve their fundraising capacity. He started out as a food scientist for Nestlé, building on his BSc(Hons) in Molecular Biology and Biochemistry, but moved into the charity world in a communications role for an international Christian development charity. Dan then moved to what is now the Epilepsy Society, growing their individual fundraising programme, including legacy marketing and membership schemes. Since 2000 he has been the most senior fundraiser and often the first person to hold that post at two hospices, an NHS charity, a national homelessness charity and a health think tank. These roles have qualified Dan to help charities by rapidly assessing their needs and proposing both short and long-term solutions. Over the years, he has used his broad experience to hold voluntary roles with the Institute of Fundraising, including Chair of the Corporate Fundraising group; Treasurer of the Hospitals Fundraising group; and Secretary of the London Region. He also previously acted as Vice Chair of Remember a Charity. Currently, he sits of the Institute’s Learning and Development Committee, is Treasurer for its Cultural Sector Network and is a trustee for Rethink Mental Illness. He holds a Diploma in Fundraising from the Institute. Dan Fletcher, Deputy Director, Kingston Smith Fundraising and Management

Stephen heads our Independent Schools practice. Having trained with Nabarro Nathanson, Stephen qualified in 1997 and has specialised in charity and education law since.  He joined Stone King in 2006 as a partner. His work for schools spans the independent and state funded sectors, having been involved with academies since the very start of the programme.  Over the last few years, Stephen’s work has increasingly involved advising independent schools on a wide range of matters.  His work in particular draws upon his charity background, with a focus on governance, charity trading and Charity Commission regulation and compliance, as well as advice in connection with the disposal, acquisition and merger of schools. Stephen recently lead on the merger of three independent schools, liaising with the Charity Commission to obtain necessary approvals, and providing governance and strategic advice in relation to issues such as the management of conflicts of interest. Stephen has also advised on a number of school international projects.Stephen is governor of two independent schools which have recently merged."His gentle persona is a great benefit when meetings are volatile and his steely determination is a real asset." - Chambers UK Guide, 2017 Stephen Ravenscroft, Partner, Stone King

Helen is a partner in our Independent Schools Team. Prior to joining Stone King, Helen was Head of the Education Sector Team at Ashfords solicitors, and Head of Legal for The Girls’ Day School Trust. Helen also recently completed her tenure as Chair of Governors at a school in Bristol. Prior to moving into education law, Helen was a Senior Litigation Associate at Herbert Smith.Helen advises independent schools on issues including strategic review papers for trustees, complex child protection cases, educational negligence claims, mergers and acquisitions, reputation management and data protection including responding to the IICSA. Helen is currently leading the project in relation to the disposal of an independent school from a group of schools, and has recently advised in relation to the merger of 3 independent schools.“We have recently started engaging the services of Helen Tucker for specialist advice and have been hugely impressed with the clarity and depth of the advice received.” - David Chambers, Bursar, Blundell’s School HMC“Helen Tucker’s team …is noted for its ‘very high-quality service, well-pitched advice and quick response times'. Tucker is ‘extremely thorough', and has ‘a real practical understanding of how schools function.” – The Legal 500 Helen Tucker, Partner, Stone King

Harriet is an experienced employment lawyer, working primarily within the independent schools team.  Her recent work has included advising and supporting the governing body through a discrimination grievance brought against the Head Teacher, defending a school in employment tribunal proceedings for unfair dismissal and disability discrimination, and advising schools in relation to consultants including visiting music teachers and sports coaches.Harriet also regularly advises in relation to school sales and mergers, and in particular the application of TUPE and ancillary issues like pensions and communications.  Harriet has also advised on post-merger employment law issues, such as in relation to the future provision of catering services further to the merger of three independent schools.  Prior to joining Stone King in January 2017 she worked in regional firms in Bristol, predominantly advising SMEs in the Business Sector giving her experience of the employment law elements of commercial mergers, acquisitions and transactions. Harriet is a member of the Employment Lawyers Association and is ranked in Chambers UK Guide 2017 as an “Associate to watch”. Harriet Broughton, Associate, Stone King

Legal UpdatesStephen Ravenscroft, Helen Tucker and Harriet Broughton21 September 2017

Stephen Ravenscroft – Partner0207 324 1732 / 07971272008 shr@stoneking.co.uk Helen Tucker – Partner01225 326 723 / 07773 948325 HelenTucker@stoneking.co.ukHarriet Broughton – Associate 0207 324 15556 HarrietBroughton@stoneking.co.uk Key Contacts

Legal Updates - overviewPublic BenefitDebt Recovery Pre-Action ProtocolTips from Case WorkGDPREmployment law update

Public BenefitGreen paperCharity Commission GuidanceHouse of Commons Briefing Paper (19 September 2017)Current status

Debt Recovery Pre-Action Protocol1 October 2017 – new Pre-Action Protocol for Debt Claims Civil Procedure Rules which are intended to ensure cases are dealt with “justly and at proportionate cost”Heavier burden on parties to a dispute to resolve issue before a court claim is issued Non-compliant party could be penalised

Debt Recovery Pre-Action ProtocolProcedure:Letter before claimWritten agreement (the parent contract)Information sheetReply formFinancial StatementStatement of account for the debt 30 days for responseDisclosureConsider Alternative Dispute Resolution“Take stock” – 30 day pause

Parent contract terminationOn what grounds does the contract allow the school to terminate?Express clause?Unreasonable conduct by parents?Required withdrawal vs exclusionImplied term of trust and confidenceRequirement for review?

Example clauseThe Head may in his or her discretion require you to remove your child from the School if the Head considers that your behaviour or conduct (or the behaviour or conduct of one of you) is unreasonable, and/or adversely affects (or is likely to adversely affect) your child’s or other children’s progress at the School, or the wellbeing of School staff; and/or brings (or is likely to bring) the School into disrepute; and/or is not in accordance with your obligations under this contract…

Tips from Case WorkSubject Access Requests Checking appropriate consentsAgreeing the scopeHardcopy documents and the relevant filing systemIntelligible form Time limit / fee / consents Third Party Data and exemptionsPresenting the response

GDPRCompliance by May 2018New Data Protection Act Steps to take now:Document data held, where it is from and how it is sharedReview privacy noticesCheck procedures for individuals’ rightsSubject access requestsLawful basis for processing Review consentsReview procedures for data breachesPrivacy impact assessments

Employment law update Risk management from Employment Tribunal changesSuspension of staffReligious discrimination in the workplace.

Employment Tribunal FeesR (on the application of Unison) v Lord Chancellor [2017] UKSC 51Supreme Court decision declaring fee regime unlawful – it effectively prevented access to justice and should be quashedAll ET and EAT fees paid since 2013 to be reimbursedDecision likely to lead to an increase in claims

Suspension Agoreyo v London Borough of LambethTeacher suspended following three incidents of using force with a child.The employee resigned immediately, and subsequently brought a breach of contract claim (constructive dismissal). She had only been employed for 5 weeks. The court found in her favour.In practice, where faced with a serious conduct issue, whether or not it’s safeguarding related:Don’t assume suspension;Give the employee as much information as possible; Undertake an assessment as to the appropriate next steps should be, and suspension should only be used when all other options have been exhausted; andIf deciding to suspend, make sure the above two points are recorded in the suspension letter.

Monitoring of personal communicationsBarbulescu v Romania [GC] no. 61496/08, ECHR 2017Article 8: everyone has a right to respect for his private and family life, his home and his correspondence. Employer had policy that said the internet should not be used for anything but work and that they would monitor work.Employer reviewed content of work and personal yahoo messenger accounts, and subsequently dismissed employee. Court found that employee has reasonable expectation of privacy and employer should not have read contents of the communications because the employee had not been told this would happen.Key points:Should have clear policy about monitoring, including content of correspondence;Any monitoring should balance the employee’s right to privacy and any legitimate reasons for monitoring either communications or their content.Wherever possible limit monitoring to what is absolutely necessary.

Religious DiscriminationGareddu v London Underground Ltd UKEAT/0086/16Refusal to grant 5 weeks consecutive annual leave to attend religious festival was not discriminatory, as belief was not genuinely held, and no religious requirement to attend festivalsAchbita and another v G4S Secure Solutions (C-157/15)Employer had a policy of banning all visible religious, political or philosophical symbols. The ECJ decided this was not direct discrimination as it affected all religions equally. Would likely amount to indirect discrimination – national court must determine whether appropriate and necessary. They added that a policy of neutrality in customer facing roles must be regarded as a legitimate aim. Bougnaoui and another v Micropole SA (Case C-188/15) Employee dismissed because a customer objected to her wearing a headscarf. The ECJ found that this was direct discrimination. The court found that the customer’s objection to headscarf cannot be genuine and determining occupational requirement .

Strategy and AffordabilityAnjali KothariPartner – Education & Charities Kingston Smith

What are the current issues facing the sector today ?RegulationIncreasing Costs Brexit and uncertainty Or my favourite Affordability and pupil numbers Background

Daily Telegraph 2015 Carried out by stockbrokers Killik & Co and the Centre for Economics and Business ResearchCost of private education nearing £1 million, study finds Professional families risk being "priced out" of private schooling, as school fees are at their least affordable in five decades, a new study has found. A-level league tables: tables released today by the Department for Education reveal A-level and equivalent results for examinations taken in summer 2012. The cost for middle-class parents hoping to send their children to private school is set to near £1 million, as fees are the least affordable in recent memory Photo: Charles Robertson/AlamyThe research took a hypothetical family with two or more children attending private schools and found that the cost for children starting school in 2013 and 2015 would run to £890,000 “if current trends persist”. This represents an increase from £831,000 calculated a year earlier

Studies Baines Cutler survey 2017 ISC Report Various reports issued by Legal firms and investment firms All of them with the same message – fees are becoming unaffordable.What has happened to the middle ground – where are the lawyers, accountants and doctors? Affordability of private education

Increased competition Academies - Traditional market being lost to up and coming academies. New Schools – investment from abroad. Commercial schools not charities. Cheaper?Group schools – shared costs advantages External Factors Increased cost pressures TPS Regulation/Tax Government Policy Bad Press – 1 bad story taints all schools Additional Pressures – For Schools

Financial – salary growth, tax planning limited, reliance on family money now limited Asset rich and cash poor – difficult releasing the equity Brexit – uncertainty is fuelling parents to re think private education Ethical decisions on sending 1 child to private school?Is the combination of academy education plus tutors more palatable?Additional Pressures for Parents

2 Areas where we have seen significant impact Detailed financial modelling Strategy reviews Workshop

How many you have a strategy document?When was it last updated?Who has it been communicated to?List out your first 3 strategic priorities ?Strategy

The point of the model is to show you the interconnections of all the key areas of a school. At the heart of the diagram is shared values.In order for a school to function effectively and efficiently there has to be alignment between all these areas.In our experience Schools tend to touch on all these areas, however we find that some of these are tackled in isolation, there is a lack of alignment or connectivity between each one or the process if undertaken is simply forgotten and is not revisited. 7 S’s

The 7 S’sShared values The norms that guide behaviour within the organisation Systems Systems pertain to procedures, processes and routines that characterise how  the work should be done: financial systems; recruiting, promotion and performance appraisal systems and information systems. What procedures, processes and routines does the organisation use to keep on track. Style Cultural style of the organisation and how key managers behave in achieving the organisational goals. Do managers show effective leadership and are they able to motivate employees to work better? Staff Skills Structure This means the numbers and types of personnel within the organisation . Are there any open positions that needs to be filled? How many employees are not being utilised. This represents  the distinctive capabilities of the personnel or of the organisation as a whole. How to monitor the skills sets of employees and what kind of training do they require to improve their performance? Structure means the way in which the organisational units relate to each other. What is the span of management and what are the lines of communication?

Contact detailsAnjali KothariPartner – Education and CharitiesKingston SmithTel. 020 7566 3656 akothari@ks.co.uk

SafeguardingHelen Tucker and Harriet Broughton21 September 2017

Helen Tucker – Partner01225 326 723 / 07773 948325 HelenTucker@stoneking.co.uk Harriet Broughton – Associate0207 324 15556 HarrietBroughton@stoneking.co.uk Key Contacts

Safeguarding“Protecting children from maltreatment; preventing impairment of children’s health or development; ensuring that children are growing up in circumstances consistent with the provision of safe and effective care; and taking action to enable all children to have the best life chances.” Working together to safeguard children (2015)

Safeguarding - elements

Safeguarding Framework

Key principlesEffective whole school policies and procedures + follow and monitor impactChild-centred approach; child’s needs are paramount Aware of wider context of safeguardingAppropriate information sharing between professionals and local agencies essentialWhen to speak to the LADO Review outcomes and follow up with Social Care if not improved Note taking – clear objective contemporaneous notes of decisions taken / advice received, recorded on a confidential record to show safeguarding procedures are being appropriately followed.

Allegations against staffBehaved in a way that has harmed a child, or may have harmed a child;Possibly committed a criminal offence against or related to a child; orBehaved towards a child or children in a way that indicates he or she would pose a risk of harm to children.

Allegations against staffDuty of care to their employeesProvide effective support for anyone facing an allegation and provide a named contact if suspended;Allegation of abuse should be dealt with quickly, in a fair and consistent way that provides protection for the child and supports the person who is the subject of the allegation.

Allegations against staffHead Teacher and Designated Officer – are criteria met?Confirm next steps with LADO (inform police? Inform parents?)With guidance from LADO (and police if relevant) speak to member of staffConfidentiality: information shared only on a “need to know” basis. Consider suspension - risk assess; suspension should be a last resort. With approval of the LADO and the police, the school should undertake its own investigation, to determine any appropriate disciplinary action. The school should follow its normal disciplinary process and procedure . If the employee resigns prior to the conclusion of the disciplinary process, then the school must continue with the process and reach a conclusion. Settlement Agreements should not normally be used.

Reporting Obligations Disclosure and Barring ServiceNCTLCharity CommissionInsurers?Member organisationsParent community??? (caution!)

Sexting-response

IICSAPolicies and ProceduresRetention of documentsInsurance position

Steps on receipt of a letter from the InquiryIdentify key contact at the school and team who will manage the responseIdentify any others who need to be informed and who may need to undertake a searchAcknowledge request, clarify any uncertaintiesSet out search parameters, consider what steps can reasonably be takenComply with your reporting obligationsReport to insurersDeal with any data protection and confidentiality concernsPR and communications planning

ScenariosA Chair of Governors needs advice. The IT technician has reported that as part of routine maintenance of a senior member of staff’s work phone, he has found that he has been accessing pornographic sites.  What steps should the school take?What issues or questions arise?

ScenariosA head asks for advice on a disclosure made by a Muslim pupil. She has told a teacher that she is going to Saudi Arabia with her family at the weekend and is excited because she will see her prophets and get married. She makes various other disclosures about an unsettled home life, and issues with her sibling.What issues arise and what steps can be taken?

ScenariosA school is informed by a parent whose daughter left the sixth form the previous year that her daughter is in a relationship with her former teacher who still teaches at the school. She thinks that the relationship started when her daughter was still a pupil at the school, and that the teacher may have been grooming her.   What steps should the school take? What if the child was younger?

Fundraising and GDPR Dan Fletcher, Deputy Director Kingston Smith Fundraising and Management

Briefing overview Aims of GDPR Definitions within GDPR Impact on fundraising Implications for independent schools GDPR-compliant fundraising – the future Questions Summary

Aims of GDPR 1. Greater consistency 2. Wider territorial scope 3. Clearer Consent 4. Data protection by design and Privacy Impact Assessments 5. Stronger penalties 6. Mandatory breach reporting 7. Mandatory Data Protection Officer role

Definitions within GDPR What is Personal Data? Information that relates to the identity of a natural person and can identify them directly or indirectly. An identifier could be name, number, location data, online identifier, physical, physiological, genetic, economic, cultural, or social.

Processing: the collection, recording, transmission and storing of dataData Controller: the person within the organisation that decides what data is collected, what it is used for and who it is shared withInformation Asset Owner (IAO): responsible for identified data assets Senior Information Rights Owner (SIRO ): board level responsible for setting organisational DP policies Data Processor: a person or organisation that processes data under the instruction of the Controller . Data Subject: t he person whose data is being processed Definitions within GDPR

1. Consent 2. Necessary for contract 3. Legal obligation 4. Vital interests 5. Lawful authority, in the public interest 6. Legitimate InterestConditions for processing personal data

Consent must be:1. Unambiguous2. Freely given3. Demonstrable4. Specific5. InformedUse of Consent

a. Fair and lawful, transparent (How it will be used)b. Compatible and specific (Purpose limited) c. Adequate, relevant and limited to what is necessary (Data minimization) d. Accurate and rectifiable (Error free)e. Retained for no longer than necessary (Limitation) f. Integrity and confidentiality ( Security) Principles of processing

When data is supplied by the subject ID data controller and DPO (if relevant) Purpose and legal basis International Transfers Retention period Legitimate interest Right to request rectification Right to withdraw consent Right to complain to the ICO Existence of profiling Categories of data Plus source of data, if supplied by a third party Information that should be provided to a data subject

Impact on fundraising

Fundraising first principles Redmond Mullin’s Fundraising Cycle, 1987

The Impact ParadigmProducts, services and facilities that result from an organisation’s or project’s activities Changes, benefits, learning or other effects that result from what the project or organisation makes, offers or provides Broader or longer-term effects of a project’s or organisation’s outputs, outcomes or activities Output Outcome Impact

Targeting your best prospects

Information Commissioner’s Office and Fundraising Following complaints in July 2015, the ICO investigated a number of charities’ use of personal data in fundraising 13 charities were fined between £6,000-£18,000 in December 2016 and April 2017. The ICO identified three issues where charities had not informed data subjects of how data would be used: Sharing with other charities Data-appending phone or full address information Automated profiling to deselect less wealthy individuals Data-sharing has now largely ceased Charities need to improve Privacy Policies and notify data subjects about data appending or reviewing wealth potential at data capture

I hereby confirm my understanding of and acceptance of the following information. Donningly Council (the 'Council') will utilise the personal data I have provided in this form and via any evidence I have submitted in support of my claim in order to process my claim for housing benefit, council tax benefit, both of these or other applicable benefits which may be available to myself in accordance with the Council's personal data usage policies. The Council may check the personal data against other sources within the Council and other relevant third party public sector organisations as necessary in order to prevent and detect crime, protect public funds and make sure the personal information is accurate. The Council may also require to check personal data I have provided, or information in relation to myself, which has been provided to the Council by a third party with other information held by the Council. The Council may also get information about me from third parties or give information about me in accordance with the law. For the purposes of the Data Protection Act 1998 the data controller processing your personal data is Donningly Council. The Council processes all personal data in accordance with the Data Protection Act 1998 and the law. Having read and understood the above information I hereby provide declaration that the data on this form is correct and comprehensive and understand that if I give the Council information that is incorrect or incomplete the Council may commence legal action against me potentially leading to or including court action. Privacy Policies

I understand the following:You will use the information I have provided to process my claim for housing benefit, council tax benefit, or both You may check some of the information with other sources within the council, the rent service, other councils and government departments, e.g. the benefits agency, the Inland Revenue and the Home Office. You may also get information about me from certain other organisations, or give information about me to them to: to make sure the information is accurate; prevent or detect crime; and protect public funds. These other organisations include government departments, other local authorities and private sector organisations such as banks and organisations that may lend me money. If I give information that is incorrect or incomplete you may take action against me, including court action. I declare that the information I have given on this form is correct and complete. Language should be in plain English

Be as granular and channel specific as possibleRecord what consent is given and whenBut, use normal language to explain what you will do Just In Time Consent

Contacting data subjects by mail does not necessarily require prior consentAny direct marketing by mail must include the option to Opt-out Contacting data subjects for direct marketing purposes using email, phone or text requires prior consent, i.e. they must have opted-in Some schools decided to become ‘Opt-in only’ schools before some details of GDPR were well understood. The Information Commissioner has stated that using consent, i.e. relying on opted-in data is ‘not a silver bullet’ Alumni - Opt-in or Opt-out?

Identify a Legitimate Interest; show how decision has been madeNecessity test; is there a better way to process the data? Balancing test; can you describe:the nature of the interests the impact on the data subject safeguards in place, including protecting the data subject’s rights: the right to see data held (subject access ) the right to be forgotten the right to rectification the right to portability Privacy Impact Assessments (PIAs)

Report a breach within 72 hours, if delayed you must explain why (report not required if unlikely to cause prejudice to subjects rights and freedoms ). If the breach doesn’t justify reporting to the ICO, detail it in the internal breach log.Your ICO Report should include: nature of breach number and categories of subjects number of records provide the name of your DPO likely consequences of breach measures already taken to mitigate the breach Security and avoiding breaches

Implications for independent schools

Undergo an Information Asset AuditReview Policies and ProceduresReview Privacy Notices/Policies Commence Data Protection Impact AssessmentsReview Security measuresConsider Subject Access rightsReview use of CCTV, biometric data, etc Decide whether to appoint a Data Protection Officer at board level Consider conditions for processing alumni data Obtain parental consent for data processing – age limits Implications for independent schools

Implications for independent schools The Fundraising Regulator published Personal Information and Fundraising: Consent, Purpose and Transparency in February 2017. http://bit.ly/FRPIFPaper   Focuses on direct marketing activities, and processing donor data . A helpful resource to understand implications of choosing consent as the condition to process personal data Emphasises importance of granular options There will be further modifications in response to changes created by GDPR and Fundraising Preference Service.

Implications for independent schools Educate current students about importance and processes of fundraising Compensate for the different motivations and communication needs of alumni, and communicate accordingly Develop targets and reporting that focuses on long-term value of relationships, not short-term returns Be prepared to justify prospect research and augmenting personal data with public information Use money saved from fewer communications to focus on the 20% who give 80% of donations

GDPR-compliant fundraising – the future

GDPR-compliant fundraising – the future Trends we’re seeing now Tightening up of data management, sometimes at expense of fundraising activity Uncertainty about major donor fundraising and prospect research Shift from Opt-out to Opt-in is slowing down, and in some cases being revisited Shift from direct mail/telephone fundraising to digital, street fundraising and payroll giving Disinvestment in fundraising Increase in compliance manager roles

GDPR-compliant fundraising – the future In five years time… Some significant fines for commercial companies Small organisations stung for lack of awareness and compliance Increased awareness of risk in data management The media and public more aware of their data rights An expectation for granularity of communication choices Increase in number of subject access requests Lower tolerance for unsolicited emails, calls or texts Increase in unaddressed mail Reduction in size of charity mailing lists Great examples in not-for-profit world of honest, open communication

Contact detailsDan FletcherDeputy DirectorKingston Smith Fundraising and ManagementTel. 020 7566 3826dfletcher@ks.co.uk

Join us at our annual education conference where we will take a look at the latest developments in the education sector, such as competition in the market and recent challenges and uncertainty.Who should attendGovernors, Headteachers, Independent School Principals, Bursars and School Business Managers.Date:  Thursday, 15 March 2018Timing: 9.00am registration, 9.30am start, 12.30pm finish followed by lunch and refreshments Venue: The Saddlers’ Hall, 40 Gutter Lane, London EC2V 6BRCost: £25 (free to KS clients, GSA members and CISC members) Kingston Smith Education Conference 2018