Fundraising
Donor retention review
Formal definition
Donor retention review is an assurance process in fundraising focused on 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 review 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 review 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 evidence logs, findings summaries, and remediation actions.
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