Annex 1 – Schedule of personal information processed
Annex 1 – Schedule of personal information processed
Annex 1
| Type of information | Information | Reason | Lawful basis and special condition (where appropriate) |
| Identification information | o Name o Postcode o Email address | To identify you. | Legitimate interest. The Trust has a legitimate interest to identify you as an individual supporter. It is also in your legitimate interest. |
| Contact information | o Address o Email address o Telephone number o Social media contact details (if you contacted us online) | To manage and administer your support, donation, or fundraising. To provide you with the services, products, or information requested. To contact you about your support, including request for donations, requesting feedback, inviting you to events and to understand how we can improve our services, products, or information. Where relevant, to send you our Friends card, Waterfront Magazine, and information about our work and how to get involved. To send a welcome and information pack and a regular newsletter. To contact you about research and surveys. To comply with our legal obligations to record the owners of objects and archives in the case of donations. | Contract - for sending subscribed materials (e.g., Waterfront magazine) to donors with a regular giving product. Legitimate interest - for sending materials via post to those who have made a one-off donation, told us that they have included a gift in their will, registered to fundraise for us, or requested one of our information packs. The Trust has a legitimate interest in sending you these materials. It is also in your legitimate interest. Consent - for sending digital marketing material, including donation requests and for profiling for marketing purposes. Legal obligation - where relevant to the donation of objects and archives. |
| Financial and donation details | o Bank details if you sign up to a regular gift via Direct Debit. o Whether you are a UK taxpayer. o Amounts donated. o Motivation for donating, where this discloses personal information. | To administer and record your donations or grants. For Gift Aid purposes. For validation checks. | Legitimate interest. The Trust has a legitimate interest in processing this information to obtain and record your donation and to validate the donation. It is also in your legitimate interest as someone who wishes to make a donation. |
| Gift recipient details | o If you make a Gift donation, the name and postal address of the gift recipient. | To notify the individual of the gift, provide a welcome pack, information about the work the Trust undertakes, and issues of our magazine. | Legitimate interest. The Trust has a legitimate interest in processing this information to welcome the individual’s association with the Trust. |
| Information about philanthropic aims and wealth screening | o Postcode profiling. o Previous donations and to whom. o Business interests and private philanthropy. o Companies owned and turnover. | To give us insight into the background and interests of our supporters, enabling us to determine who may be willing to support our work and at what level, so we can make appropriate requests. | Legitimate interest. The Trust has a legitimate interest to process this information as part of its fundraising aims. |
| Lifestyle information | Information about your location, age, interests and other background. | To build a profile of you so we can target marketing communications which are best suited to your lifestyle and interests. | Consent. You do not have to provide this information, but it will be processed only when you consent for us to do so, usually via Cookies on our website. You have a right to withdraw this consent at any time by changing your permissions on our website or by exercising your information rights. |
Last Edited: 08 December 2023
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