16 Jul Navigating soft opt-in, AI, and data security – what charities need to know
In July, we kicked off our summer technology series with our webinar, ‘How charities are navigating soft opt-in, AI and data security’.
We were joined by David Simpson from Beacon and Adam Stafford from Fresh Egg, who shared their expertise on how charities can make better use of CRM systems, strengthen data security, and prepare for upcoming changes to marketing regulations like soft-opt in.
We’re also excited to share an exclusive offer from Beacon that’s available to the CharityWise community.
Meet Beacon
Beacon is a leading CRM platform built exclusively for charities and nonprofits. Since launching in 2017, they have become one of the UK’s leading CRM providers.
What we covered
David and Adam discussed several key topics that are becoming increasingly important for charities, including:
- Why CRM systems are now an essential part of modern charity operations.
- The growing importance of data security and protecting supporter information.
- How charities can take advantage of AI while keeping their data secure and maintaining trust.
- What the upcoming soft opt-in changes mean for charities and how organisations can prepare.
These practical insights highlighted how the right technology can help charities work more effectively while staying compliant with evolving regulations.
Understanding the ICO’s soft opt-in guidance
One of the key discussion points was the UK’s soft opt-in rules for electronic marketing, including email and SMS communications.
If you’d like to find out more about what the guidance means for your organisation, the Information Commissioner’s Office (ICO) provides detailed information on direct marketing.
Exclusive offer for the CharityWise community
To help charities experience Beacon first-hand, they are offering CharityWise members an exclusive 30-day free trial of the platform.
You can sign up here!
