Giving Insight Privacy Policy

Giving Insight provides fundraising research consultancy services to a wide range of not-for-profit organisations, including charities, educational institutions and membership organisations. We help not-for-profit organisations to identify potential supporters and develop relationships with existing supporters. Our primary focus is on grantmaking trusts and foundations, companies and High Net Worth Individuals (HNWIs).

The research we conduct as data processor helps to support the engagement and development of relationship fundraising. This often involves communication through telephone calls, emails and face-to-face meetings with supporters or potential supporters that have been carefully identified and researched in preparation for engagement.

Research is just one part of an overall fundraising approach that is controlled and devised from within the not-for-profits we work with (i.e. our clients). Our role at Giving Insight is to add intelligence and rigour to this process to ensure that only the most appropriate supporters and prospects are approached on an individual basis where we feel they will be interested in and might reasonably expect to be contacted by a charity taking into account their rights to privacy (we do this on the basis of 'Legitimate Interest'). This ensures that not only are the expectations of supporters taken into account, but far fewer direct marketing communications from charities are sent out to people who may not want to hear from a charity or may not be appropriate to be approached.

How your information is used

When conducting research on grantmaking trusts, individuals and companies we only use publicly available resources such as Companies House Beta, LinkedIn, Charity Commission, The Office of the Scottish Charity Regulator (OSCR) and other similar directories and sources, as well as publications such as the Sunday Times Rich List, and general internet searches. We also utilise several subscription services such as and Foundation Directory Online, that contain lists of grantmaking trusts and foundations in the UK and America.

Giving Insight does not collect and store information on individuals in the form of a database and data is never used for mailing lists or for promotional purposes, nor will it be shared with others for those purposes. We also do not collect and store sensitive personal data, unless it has been released into the public domain by the individual themselves or where information is reported by reputable press sources.

All research completed on behalf of clients (including information on an individual is given to us by a client) is stored electronically in password protected Excel spreadsheets and Word documents and is stored on encrypted devices or secure 'cloud-based' servers, and/or on paper in a secure business office. Data is not held for future retrieval and all information is deleted 12 months after the research project has been completed or immediately after project completion (if paper), via shredding. Third-party providers are only used if they are also GDPR compliant (i.e. follow the same laws to protect your data) and can be assured to look after your data safely.

Your rights

You have the right to request the data we hold on you (Subject Access Request), update or amend the data we hold on you, ask that your personal information is removed (right to be forgotten), change your communication preferences or withdraw consent at any time. If you would like to contact us regarding any of the above, please email us: [email protected] or write to us at: Giving insight, Suite 1, First Floor, 7-8 Sterling Buildings, Carfax, Horsham, West Sussex, RH12 1DR. If you are not satisfied with the response or believe your personal data is not being used in accordance with the law, you can make a formal complaint to the Information Commissioner's Office

This privacy policy was last updated on 24th May 2018.

Our Clients include:
Diabetes UK
The Elders