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Shining Light on the Subject of Data Management:

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Christopher Cannon

on 29 April 2014

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Transcript of Shining Light on the Subject of Data Management:

Shining Light on the Subject of Data Management:
Regulations, Privacy & Change Create Black, White & Grey Areas

Privacy
Donor Bill of Rights
Nature of Charity
Quid Pro Quo
Regulations
FOIA
IRS
FERPA, HIPAA
Credit (card)-related (PCI)
Annual reporting

It makes sense, but...
Big data
Predictive modeling
Clients' expectations
Data security
Result in Some Grey...
Online updates
Giving detail requests
Sharing with volunteers
Some cases:
The Divorce
The Volunteer
The Caller
The Reporter
The Hacker
Solution:
Exception Management
Donor-Centered, but Mission Focused
Policy should frame Decisions (including disaster recovery)
Administrate vs. Arbitrate
Legal Counsel when needed
Drivers for the Discussion
24/7/365 Realities
Consumer Experiences
Self Service
Transparency
Impact of Breaches
AFP's Donor Bill of Right
24/7/365
Consumer
Experiences
Self-Service
Transparency
Breaches & Security
Nature of Charity
Questions?

Chris Cannon
Zuri Group

Find this presentation at fundraisingoperations.wordpress.com
Full transcript