Old donor data is a risk your Board can measure and reduce
Equitable Philanthropy and EP Law have released a free Donor Data Retention Policy template for Australian charities. Blaze Your Trail’s Retention Clock helps Boards...
Ricardo Torres, MBA, Bradley Luyt, Akhila Kaladharan and Nidhi Dhal live in Florida USA, Elizabeth Town South Africa, Edinburgh Scotland and Blacktown (Sydney) Australia and they are all Blaze Your Trail volunteers.
Together they collaborated on this documentation for using S-Docs for sending out Tax Statements to 100s of donors with the click of a button (solving a big challenge for many charities).
They recently implemented this solution for the charities they volunteer for (Prison Network, Tassie Mums, Moira Kelly Creating Hope Foundation) and wrote these notes so that others in the community can benefit from their learning.
