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Data and security

Real donor information deserves a clear agreement.

Willingly is in public-demo and pilot-preparation stage. This page separates what the demo does today from what must be documented and agreed before an organization brings real donor information into a live pilot.

Available now

The public demo

  • Uses a fictional organization and fictional donors.
  • Requires no account.
  • Does not save changes made in the demo seat.
  • Does not connect to an organization's CRM.

Not active yet

Production donor-data processing

No production CRM integration or standard live-pilot data flow is being represented as active on this site. Those workflows will be scoped with each pilot organization before real donor information is requested.

Before real data

A live pilot begins with documentation, not an upload.

Before a pilot processes real donor information, The Fundraising Co. and the organization must agree on:

  • The exact data flow: what enters Willingly, where it comes from, and where it is stored
  • The service providers and subprocessors that would handle organization or donor information
  • Access roles, retention, deletion, and export procedures
  • The security controls and incident-notification process
  • A data-processing agreement appropriate to the organization and pilot

The general site privacy policy is available at /privacy. It will be updated before a live Willingly pilot processes real donor information.