Data retention policy

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Timothy Ng
Timothy Ng ✭
Seventh Anniversary Photogenic
in General

Hey all.

With all the privacy laws that have been enacted in the past few years, we’ve been working to establish a retention policy for data in our database for both donors and non-donors. We’ve done quite a bit of work establishing policies for non-donors that encompasses cold prospects, event attendees, petition signers, activists, and other folks who have engaged in various ways with our organization. We’ve been struggling a bit with donor data retention since lapsed donors feed into direct mail and planned giving strategies, and different areas of Development have different ideas for how long donor data should be retained. Has anyone established a retention policy for donor data that seemed to work for their Development department?

I’m happy to share the basics of our non-donor data retention policy with anyone who might be interested.

Thanks!

-Tim

Comments

  • Kate Henselmans
    Kate Henselmans ✭
    Ninth Anniversary Facilitator 1 Name Dropper

    @Timothy Ng
    I would love to learn more about the retention policy you developed for non-donors. With regard to donors, we retain them as we often require reporting that includes total giving over the years.

  • Emily Gerhart
    Emily Gerhart ✭
    Name Dropper First Anniversary First Reply

    @Timothy Ng
    I'm also interested in your non-donor data retention policy. Thanks!

  • Sunshine Reinken Watson
    Sunshine Reinken Watson ✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic

    @Timothy Ng I am in the “never delete a donor record” camp. It is useful for reporting, and you never know when a “lost” donor will re-engage.

    I am curious about your non-donor retention policy. I wouldn't want to delete anyone who has anyone who has opted out, because it is important to keep those for future mailing/email lists (especially if you use outside/purchased lists for mailings). Reporting needs are also a concern for a history of event attendance, etc.

  • Irene Hui
    Irene Hui ✭✭✭✭✭
    Tenth Anniversary Facilitator 4 Name Dropper Photogenic

    @Timothy Ng I agree with Sunshine and Kate – where I don’t delete any records. I also don’t set them to inactive status in our database. I have included them in direct mail suppression files for merge/purges, list rentals, etc. There are times where a gift officer may do outreach and reach out to these lapsed or cold donors and get them to re-engage so it is best for us to leave them in. We also have past continuing medical education course registrants who attended courses for free, so they are technically non-donors as well in our system. I would be interested learn about your non-donor data retention policy.

  • Rachel Kave
    Rachel Kave ✭
    Ninth Anniversary Facilitator 2 Name Dropper Photogenic

    @Timothy Ng would love to see your retention policy..we have yet to do this. Thanks!

  • Christine Robertson 4
    Christine Robertson 4 ✭
    Facilitator 3 Name Dropper Photogenic First Anniversary

    @Timothy Ng I have always been in the never delete a donor camp, but I think that the changes in privacy laws around the world may shape my thinking moving forward to a degree. I can't help but think of how much data we add to our donor CRMs that we could need permission for at some point in the future (information gleaned from wealth searches, obituaries, student registration, etc.).

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