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GDPR - Right to be forgotten

Mark McConnell

Just a quick question in regards to GDPR.

We have just deleted records from the past 6 years, however I am currently wanting to know how everyone records tributes.

Before we used to create a constituent record and mark them as a tribute so donations could go against them. But with the new rules this cannot be done.

How does everyone log tributes?

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shani traum

If the honoree has a record, we put the
tribute on their record.

If they don’t, but the person being notified
of the gift has a record, we put it on their record.

If neither has a record, we add it to a catch
all record “In memory 2020” on which we place these types of
tributes.

Shani Traum

Research and Database Systems Manager

Development Office

Hebrew SeniorLife

1200 Centre Street

Boston, MA 02131

617-971-5787

traum@hsl.harvard.edu

www.hebrewseniorlife.org

https://give.hebrewseniorlife.org/giving

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Mark McConnell

shani traum:

If the honoree has a record, we put the tribute on their record.

If they don’t, but the person being notified of the gift has a record, we put it on their record.

If neither has a record, we add it to a catch all record “In memory 2020” on which we place these types of tributes.

Shani Traum

Research and Database Systems Manager

Development Office

Hebrew SeniorLife

1200 Centre Street

Boston, MA 02131

617-971-5787

traum@hsl.harvard.edu

www.hebrewseniorlife.org

https://give.hebrewseniorlife.org/giving

CONFIDENTIAL NOTICE:

This electronic mail transmission contains confidential information

including Protected Health Information (PHI) that is legally privileged.

If you are not the intended recipient, or designee, you are hereby

notified that any disclosure, copying, distribution or use of any and

all attachments to this transmission is STRICTLY PROHIBITED. If you

have received this transmission in error, please notify the sender

immediately to arrange for return or destruction of these documents.

The problem I see with putting any information on the tribute record is, since they won't actually be donating they will be getting deleted by the end of the year. Which means, if the family ask for a total then we wouldn't actually have it. The person giving the gift may be an option with the tribute going into the reference field, that way we can query on that for the total.

Rachel Cavalier

Mark - is it just in memory tributes you're asking about?

Mark McConnell

Rachel Cavalier:

Mark - is it just in memory tributes you're asking about?

Hi Rachel,

Yes it is

Rachel Cavalier

According to the ICO, GDPR doesn't apply to deceased people - only to the living - so you could keep these records.

Tim Hendrickson

In addition to linking gifts as tributes, we also use a gift attribute on our records to indicate tribute gifts to people/pets/groups not listed in our database. You could go that route. You could probably do a gift query export of all gifts tied to tribute records and use that to build a pair of attribute imports for gifts made "In Memory of" or "In Honor of."