Fund Management Survey 2024 – Charities’ views

Charities, share your important opinions and help us build a robust picture of the charity investment landscape. Participate by Monday 30th September to receive the published survey report and have the chance to win a £100 John Lewis voucher.

https://www.surveymonkey.com/r/2Z2SJHH

 

Data Protection Training for Charities

21 October 2025

It is important for every charity leader to ensure their organisation is fully compliant with the latest data protection regulations. This half-day course will guide you through the key points to consider and what measures you should have in place. You will also learn how to avoid some common data protection pitfalls. 

This course will take place online via Zoom.

A £40 discount is available to Governance & Leadership subscribers.

Speakers

  • Claire Hall

    Legal Director, VWV

    Claire is a Legal Director at VWV who provides advice on all areas of data protection compliance. 
     
    Claire advises charities on a wide range of issues including data sharing, transparency obligations, marketing and fundraising compliance and data subjects' rights. She has developed data protection documentation for charities, such as, privacy notices and policies. Claire has particular expertise advising on complex subject access requests, for example, in the context of disputes. She has supported charities with their response to data breaches, including, in relation to notifications to the Information Commissioner's Office and assisting with the actions to take following a breach.
     
    Claire combines technical expertise with strategic advice. She understands the importance of aligning data protection compliance with a charity's wider objectives. Claire has received excellent feedback for her training due to her ability to make complex legal concepts accessible.

  • Vicki Bowles

    Data Protection Partner (Barrister at Law) , VWV

    Vicki has extensive experience in advising schools, charities, businesses and public authorities on data protection and freedom of information. Her knowledge of the information commissioner and information tribunal mean that she is able to advice both strategically as well as practically, and she can help with general compliance (such as policies and agreements) as well as specific questions around subject access and other individual rights. Vicki has spoken to a wide variety of audiences on data protection, including faith organisations, schools, charities and creative businesses.

Programme

10.00

Introduction

10.15

Data protection compliance overview

  • What does a compliant charity look like?
  • What are the key aspects to ensuring continued compliance?

10.45

Policies and documents

  • What do you need - what documentation is required under the UK GDPR?
  • What are "nice to haves" - other documents, policies and procedures that are not specifically required, but will assist with demonstrating compliance

11.15

Break

11.30

Contracts and data sharing

  • What types of data sharing exist?
  • What are the rules - when is a data sharing a legal requirement?
  • What is best practice when it comes to data sharing?
  • What are the risks of not having agreements in place?

12.00

Individual rights: Subject access, rectification, erasure, portability, restriction, objection

  • Pitfalls and saviours - where are the risks and how can you mitigate these?
  • What not to do - common mistakes and the consequences of these
  • What to make sure you are doing - what to put in place to make dealing with individual rights easier on the organisation

12.30

Break

12.45

Fundraising and opting in and out

  • What are the rules?
  • What does the future look like? Are the rules likely to change?

13.15

Conclusions

Prices

(prices exc VAT)
Governance & Leadership charity subscriber - £119
Charity rate - £159
Corporate Governance & Leadership subscriber- £300
Corporate delegate- £400


For group bookings email [email protected] 

FAQs

When will I receive course materials and Zoom link to access the course?

After booking you will receive the following correspondence:

1 week before the course – an e-mail with your joining information, this includes the course programme and any other relevant materials.

1 day before the course – an e-mail with your final information, this includes the Zoom link, course programme any other relevant materials.

When will I be invoiced for my booking?

Invoices are manually processed so this will be sent to you by our events team shortly after your booking.

Will presentation slides be provided?

Presentations are provided in advance for the majority of our courses but this can vary and is down to the course leader’s discretion.

Will the sessions be recorded?

We do not record our courses as we feel this gives delegates the opportunity to have more open discussions and freely ask questions around the running of their charities.

Will I get a reminder prior to my course?

Yes, you will get e-mails one week and one day before your course with all of the information you need. You won’t receive a calendar invite so do make sure you put the date in your diary.

What if I can no longer attend the course?

Up to and including 14 days prior to the event, a refund (less a 15% administration fee), a substitution of a colleague, or one complimentary transfer to another training date can be issued. Only one complimentary transfer can be issued, no refund will be issued for a cancelled transfer. Once a transfer has been processed, refund for the original booking will not be issued. Refunds or transfers are not available less than 14 days before the event date. Confirmation of cancellations MUST be in writing and sent to [email protected]

 

For any other queries, please get in touch at [email protected].

Terms & Conditions

Substitution and cancellation policy: On receipt of your booking form, your place is confirmed. Delegate substitutions are allowed. Up to and including 14 days prior to the event, a refund (less a 15% administration fee), or one complimentary transfer to another training date can be issued. Only one complimentary transfer can be issued, no refund will be issued for a cancelled transfer.  Once a transfer has been processed, refund for the original booking will not be issued. Refunds or transfers are not available less than 14 days before the event date. Confirmation of cancellations MUST be in writing and sent or faxed to Civil Society Media at 15 Prescott Place, London, SW4 6BS 020 7819 1200 (fax: 020 7819 1210).