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EFC privacy policy


At Efficient Fundraising Collective Ltd (EFC), we are committed to protecting the privacy and security of the personal information entrusted to us by our clients. This Privacy Policy outlines how we collect, use, disclose, and protect client data, especially within our Customer Relationship Management (CRM) system, Beacon CRM,  and data analysis projects.


1. Information Collection

a. Types of Data Collected

We collect and process personal information provided by our clients and about prospective clients, which may include but is not limited to:

Contact information (names, email addresses, phone numbers, addresses)

Organisational details.
Project and potential project information.

Financial information related to client projects.

b. Method of Collection

We collect data through direct interactions with our clients, including meetings, communication via email, phone, Teams and Zoom, and through our website,

We undertake searches for publicly available contact information in order to establish relationships with new clients and to ensure we maintain accurate records for business purposes.

2. Use of Information

a. Purpose:

The collected information is used for:


  • Fundraising consultancy services

  • Client communication

  • Adherence to HMRC guidelines for PAYE and VAT

  • Data analysis projects to enhance client fundraising strategies

  • Compliance with other legal obligations


b. Data Analysis:

EFC undertake data analysis projects for clients and do so with the utmost care, ensuring that aggregated and anonymised data is used to derive insights and improve fundraising strategies.

3. Data Security

We implement robust security measures to safeguard client data, including encryption, access controls and regular security audits.

a. Information Sharing

Client information is not shared with third parties without explicit consent unless required by law.
In cases of subcontracting within EFC projects, confidentiality and non-disclosure agreements are in place with all associates.


b. Data Retention


We retain client data only for the duration necessary to fulfil the purposes outlined in this policy, or as required by legal or contractual obligations.  Once projects are fully signed off, we destroy all client data and ask clients to remove our accounts in their systems.


c. Client Rights

Clients have the right to access, correct, or delete their personal information. Requests for such actions can be submitted to

d. Consent

By engaging with EFC, clients consent to the collection, processing, and storage of their personal information as outlined in this policy.

e. Changes to the Privacy Policy

We reserve the right to update this Privacy Policy to reflect changes in legal requirements, business practices, or technological advancements. Clients will be notified of any significant changes.

f. Contact Information


For questions or concerns regarding this Privacy Policy or our data practices, please contact us at


By engaging with EFC, clients acknowledge and agree to the terms outlined in this Privacy Policy.
It is essential to review this policy periodically for any updates.


Efficient Fundraising Collective Ltd

Unit 4

The Cottages

Deva City Office Park

Manchester M3 7BE

Effective Date: 06/04/2022

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