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Tuesday, October 8 • 10:30am - 11:30am
What's New in Donor Privacy Laws and The Future of Wealth Screening

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Buckle Up, Folks, There's Going to be Turbulence!

Oh, my… We’re going to be talking about laws, rules, regulations, and court cases. You’re immediately wondering, "Can this really be the session I don’t want to miss at this year’s conference?" The answer: YES! This is one. Bringing a global perspective to the NCD Conference on recent developments that impact our work in philanthropy and fundraising, this session zeroes in on one particular topic that is near and dear to all of us: the use of wealth screening as a resource for the detailed intelligence we use in building donor profiles, designing ask strategies, and considering campaign goals. If we look to the East, the European Union’s new GDPR – General Data Protection Regulations – are already changing the way global charities gather, store, and use donor data. If we look to the West, leaders in California are calling for an American-style GDPR to become the law of the land. If we look down the street, there are rumblings that Congress may take up this issue as quickly as 2019. None of this sounds like something that will make our work easier. What does all this mean for the future of Wealth Screening? Ah, that’s why this session is the one you really don’t want to miss. This talk is presented by long-time lawyer and fundraiser Ted Sudol. With four decades of experience in the law of philanthropy, he will share insights, strategies, tactics, and tips that address the challenge squarely. Whatever your role and responsibilities, you’ll leave this session with a solid understanding of the issues – and, some creative ways to think about the future of wealth screening and donor privacy rights.

1. To identify the primary issues: That Donor Privacy Laws are not something we can ignore; donors are becoming more aware of their rights; regulators are cracking down with unprecedented force; and wealth screening is in the crosshairs.
2. To provide a primer on the European Union's new General Data Protection Regulations (GDPR) and domestic developments in donor privacy regulations.
3. To review the responses by wealth screeners to these changes and offer practical tips and insights on what is still possible and what may no longer be possible in the world of wealth screening.


Ted Sudol

Managing Director & Head of the MidAtlantic Region, CARTER - Advancing Philanthropy Worldwide

Tuesday October 8, 2019 10:30am - 11:30am PDT
Tennessee B