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Privacy Policy

Effective Date: 11.05.2025

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The Planning Point is committed to protecting and respecting your privacy. This policy explains how we collect, use, store, and protect your personal data in line with the UK General Data Protection Regulation (UK GDPR), the Data Protection Act 2018, and the Privacy and Electronic Communications Regulations (PECR).

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1. Who We Are

The Planning Point. If you have any questions about this policy or how we handle your data, please contact:

Data Protection Officer (DPO)
Email: info@theplanningpoint.com

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2. What Information We Collect

We may collect and process the following types of personal data:

  • Identity Data: name, title, date of birth

  • Contact Data: address, email, phone number

  • Donation Data: payment information (processed securely), Gift Aid declarations

  • Volunteer Data: background checks, emergency contacts

  • Marketing Data: communication preferences

  • Website Usage Data: IP addresses, browser type, and pages visited

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3. How We Collect Your Information

We collect data when you:

  • Make a donation

  • Register for an event

  • Subscribe to our newsletter

  • Apply to volunteer

  • Contact us or visit our website

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4. Why We Use Your Information

We use your personal data to:

  • Process donations and claim Gift Aid

  • Communicate with you about our work

  • Comply with legal obligations

  • Manage events, volunteering, and campaigns

  • Improve our services and website

We only process your data when we have a lawful basis to do so, including consent, legitimate interest, legal obligation, or contract.

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5. Marketing Communications

With your consent, we may send you emails or postal updates about our charity’s activities, campaigns, and fundraising efforts. You can opt out at any time by clicking “unsubscribe” or contacting us directly.

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6. Sharing Your Information

We do not sell your data. We may share your data with trusted third parties who help us deliver our services, such as:

  • Payment processors (e.g., Stripe, PayPal)

  • Email and newsletter platforms (e.g., Mailchimp)

  • Event management platforms (e.g., Eventbrite)

  • Regulatory authorities when required by law

All partners must comply with UK GDPR.

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7. Data Storage and Security

We take appropriate security measures to protect your data, including encryption, secure servers, and regular audits. Your information is stored within the UK or EEA. If data is transferred outside these areas, we ensure it is adequately protected in accordance with data protection law.

 

8. Your Rights

You have rights under UK GDPR, including:

  • Access to your personal data

  • Correction of inaccurate data

  • Erasure (“right to be forgotten”)

  • Restriction or objection to processing

  • Data portability

  • Withdraw consent at any time

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To exercise these rights, contact our DPO at info@theplanningpoint.com

. How Long We Keep Your Data

We retain personal data only as long as necessary to fulfil the purposes for which it was collected, including for legal, accounting, or reporting requirements. Donation records may be kept for 6 years for tax and audit purposes.

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9. Changes to This Policy

We may update this policy from time to time. The latest version will always be available on our website and will include the effective date.

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