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Step 3:
Developing your documents
Download the Guidelines and the Cii Resource Materials including the sample templates for the Trustee Resolution, Public Compliance Statement, Donor Charter and Handling Feedback & Complaints.
Use your judgement to adapt and personalise these for your charity.
Other documents that the Guidelines require are:
More information on drafting a Data Protection Policy can be found on the website of the Data Protection Commissioner at www.dataprotection.ie
The incoming General Data Protection Regulation, GDPR ,will substantially impact the areas of fundraising. Charities Institute Ireland have been issuing information and guidance notes for our members and further notes will be added including guidance on Controller Processor Agreements, Privacy Policies, Data Breaches and Subject Access Requests.
The Charities Regulator has published separate Guidelines on Internal Financial Controls for Charities available at www.charitiesregulatoryauthority.ie