Last Updated: September 2019
The privacy and security of the data processed by the Beam Insights Application is of the highest importance. This privacy policy notice provides information on how the Beam Insights application processes data and is organized into eight sections:
Beam Insights processes constituent data and provides real-time analysis related to annual and campaign planning, goal setting, and tracking.
Beam Insights does not collect data directly from individuals. The nonprofit organization using Beam Insights provides all the data processed. The categories of data processed include information about the constituent, the gifts the constituent has given in the past, anticipations of future giving, and administrative data that organizes constituent information by funding campaign and staff. These categories of data are spread into two main groupings: those directly linked to an individual and those indirectly related.
Field Category |
Direct/Indirect to Personal Data |
Description |
Purpose |
Background About the Constituent |
This information is directly related to the constituent |
The background information provided about a constituent including name, name of spouse, addresses (street, city, state, zip code, country), how they are connected to the nonprofit organization, and the staff member at the nonprofit organization assigned to them. The constituent is assigned a giving capacity rating based on publicly available data. |
The background information is used to combine constiutents in the same household.
The rating is used to determine which constituents may be potential donors for a nonprofit.
|
Proposals and Gifts |
This information is directly related to the constituent |
The proposal process are the steps taken to ask potential donors for contributions. Data collected is about the amount suggested, the date of suggestion, a date when the amount may be gifted, whether the constituent has been asked for a contribution by staff member, the gift given, the date of gift, why the gift was made, and the form the gift was given. |
To determine how many potential gifts may be given to the organization during a set period and to provide insight on a prospect's capacity to make a gift and the amount of any gift given. |
Funds |
Indirectly linked to the constituent |
Funds describe the projects or initiatives that a constituent supports. A unique identification number that is used to link a constituent to a specific fund name is produced. |
To track the project that constituents have or will give to during a set period. |
Campbell & Company processes data through Beam for clients as outlined in Beam’s terms of service. The client has agreed to these terms of service. The lawful basis of processing outlined in the terms of service is to provide analysis using the data provided by the client.
The constituents whose data are processed through Beam have the following rights related to protecting personal information.
All clients must get consent from constituents whose data will be processed through Beam Insights.
Questions about how personal data is processed, used, and stored can be directed to the Campbell & Company privacy team by contacting us at ccrequest@campbellcompany.com or by calling toll free at 877-957-0000.
Campbell & Company reserves the right to change this privacy policy notice as needed. Notification of changes will be posted on the Beam Application website www.beaminsights.io and will be communicated to all nonprofit clients so that they can notify each constituent. The date at the top of the privacy policy notice shows the date of the most recent privacy policy notice and references the date of the version it is replacing.