Fundraising
Donor retention checklist
Formal definition
In fundraising, Donor retention checklist refers to a checklist used for managing personal data lawfully with clear risk controls before high-impact processing begins.
What this actually means for you
For day-to-day delivery, Donor retention checklist should be documented clearly and applied consistently; document lawful basis, retention, and safeguards before changing forms, profiling, or integrations.
Example: At the next review checkpoint, Donor retention checklist is used in practice like this: before enabling a new scoring model, the team completes a DPIA and logs mitigation actions with owners. Accountabilities are captured in delivery checklists, handover notes, and quality checks.
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