Despite being three years old, this presenation is still useful addressing some of the concerns abour charities swapping their data. It is aimed at Australia fundraisers, but useful beyond Australia. Some of the privacy statements quotes may have been changed by the relevant charities over the past three years.

1. Swap or Die… Pareto Fundraising Masterclasses (c) Pareto Fundraising February 2005

3. 1. Introduction Pareto Fundraising Masterclasses (c) Pareto Fundraising February 2005

5. Why do people give? (c) Pareto Fundraising February 2005

10. Key donor identifiers (c) Pareto Fundraising February 2005 Proportional chance of someone donating to a mail appeal

11. (c) Pareto Fundraising February 2005

12. 2. What is swapping? Pareto Fundraising Masterclasses (c) Pareto Fundraising February 2005

15. 3. The Benefits Pareto Fundraising Masterclasses (c) Pareto Fundraising February 2005

16. The benefits… (c) Pareto Fundraising February 2005

22. 4. Problems and barriers Pareto Fundraising Masterclasses (c) Pareto Fundraising February 2005

35. Privacy statements (c) Pareto Fundraising February 2005 Eye Research Australia Foundation (On Web) “… The University will only use or disclose information: for the purpose for which it was collected (the primary purpose); for a secondary purpose that: is related to the primary purpose and, if the personal information is sensitive information, or health information directly related to the primary purpose; and the individual would reasonably expect; where there is consent of the individual concerned to the use or disclosure; or as otherwise allowed under the Acts, or required or authorised by or under law. When a University department collects information, the purposes for which the information is collected will usually be made clear on any forms that are to be completed, or will be apparent from the circumstances. When required, we will seek your consent to use your information in a particular way. If you require more specific information about the way in which your information is used or disclosed, please contact the relevant University department or the University’s Privacy Officer..”

36. Privacy statements (c) Pareto Fundraising February 2005 Eye Research Australia Foundation (On Web) “… The University will only use or disclose information: for the purpose for which it was collected (the primary purpose); for a secondary purpose that: is related to the primary purpose and, if the personal information is sensitive information, or health information directly related to the primary purpose; and the individual would reasonably expect; where there is consent of the individual concerned to the use or disclosure; or as otherwise allowed under the Acts, or required or authorised by or under law. When a University department collects information, the purposes for which the information is collected will usually be made clear on any forms that are to be completed, or will be apparent from the circumstances. When required, we will seek your consent to use your information in a particular way. If you require more specific information about the way in which your information is used or disclosed, please contact the relevant University department or the University’s Privacy Officer..”

50. Pooled data (c) Pareto Fundraising February 2005 Pool of donors Heart Foundation The Fred Hollows Foundation Wesley Mission Amnesty International Australia Heart Research Institute Leukaemia Foundation Children’s Hospital Westmead

52. Natural Fit (c) Pareto Fundraising February 2005 Heart Foundation The Fred Hollows Foundation Wesley Mission Amnesty International Australia Heart Research Institute Leukaemia Foundation Children’s Hospital Westmead ?

55. 5. How it works Pareto Fundraising Masterclasses (c) Pareto Fundraising February 2005

60. 6. Your next steps Pareto Fundraising Masterclasses (c) Pareto Fundraising February 2005

65. 7. Questions (c) Pareto Fundraising February 2005

66. 8. The spreadsheet discussion Pareto Fundraising Masterclasses (c) Pareto Fundraising February 2005