Charities today hold more sensitive information than ever – from beneficiary records and case notes to donor data, supporter engagement history, and financial information. With rising expectations from regulators, funders, and beneficiaries, the pressure to manage data responsibly is increasing.
Yet many charities still struggle with:
- Data stored across multiple systems and spreadsheet
- Limited visibility over who has access to sensitive information
- Manual processes that slow down reporting and governance
- Increasing cyber and privacy risks
- Meeting GDPR and regulatory obligations with limited resources
Microsoft Purview gives charities the tools to take back control.
Join Phoenix and Audacia for an accessible, practical introduction to Purview, designed specifically for the charity sector. You’ll learn:
- How Purview simplifies data governance for charities with limited technical teams
- How automated classification supports GDPR, fundraising compliance, and safeguarding
- Real examples of how Purview can reduce risk around donor, volunteer, and beneficiary information
- How to build confidence in your organisation’s data for impact reporting and funder requirements
- Practical steps to get started with Purview in a charity environment
Purview helps charity teams:
- Understand and trust their data with a searchable, centralised data catalogue
- Track data lineage to see exactly how information flows across systems and teams
- Automatically classify and protect sensitive data, including PII, donor records, health information, safeguarding notes, and payment details
- Enforce access controls to reduce risk and meet audit requirements
- Improve data quality and reporting, enabling better decision-making and outcome tracking
- Detect unusual behaviour with audit and alert capabilities that support security, compliance, and safeguarding requirements
Who should watch?
This on-demand webinar is ideal for charity leaders, data managers, IT teams, compliance officers, and anyone responsible for protecting donor information and maintaining data governance.
Your speakers
Craig Reader
Charities & Housing Business Development Manager, Phoenix
Bradley Brennan
Data and AI Executive, Phoenix
Steph Ireland
Microsoft Security Solutions Lead, Phoenix
Richard Brown
Technical Director, Audacia

