FundSvcs Community

Β View Only
Expand all | Collapse all

Gender Identity - Legitimate purpose to collect and maintain?

  • 1.  Gender Identity - Legitimate purpose to collect and maintain?

    Posted 01-13-2025 04:06 PM

    Hello All - currently our student and employee system that we interface with collects gender identity and pronouns as optional. We are storing pronouns and our CRM Database now has a place to store gender identity - however, we are determining if we have a legitimate business purpose to collect and maintain it. A group from various areas across my advancement office plan to meet soon to discuss - Right now, I am of the mind to not collect this data within our system and I wanted to ask the group of those that are storing gender identity - what are some of the reasons why?



    ------------------------------
    Christina Atkins
    Wake Forest University
    atkinscr@wfu.edu
    ------------------------------


  • 2.  RE: Gender Identity - Legitimate purpose to collect and maintain?

    Posted 01-14-2025 09:54 AM

    Hey there neighbor! When we discussed several years ago at UNC Chapel Hill what we should track regarding gender, we decided the most import thing was to address our constituents as they wish to be addressed. We are not an organization that specifically serves the LGBTQ community, so we don't need to track all the potential variety of gender identities. We receive a value for Gender in several of our feeds. We only receive female, male, non-binary, or unknown, which is sufficient for our purposes. We added a customization to our BBCRM where we can store pronouns, and we changed our data standards to allow for constituents to have a title of Mx., but only if they specifically request it, or no title at all. This has been in place since 2018, and it is working well for us.

     






  • 3.  RE: Gender Identity - Legitimate purpose to collect and maintain?

    Posted 01-14-2025 11:58 AM
    Christina, there are clear legitimate business interests in collecting gender identity. Building an inclusive alumni network, recognizing diverse donors planning inclusive events, etc.  -- all would be strengthened by tracking gender identity. You may still choose not to track it, but it's not because of the absence of a legitimate interest. Certainly, if you factor in the campus environment, the case for tracking becomes even more compelling. 




    Thank you,
    Isaac Shalev
    Data Strategy Expert
    Sage70, Inc.
    (917) 859-0151
    isaac@sage70.com

    Schedule a 30-minute consultation now:






  • 4.  RE: Gender Identity - Legitimate purpose to collect and maintain?

    Posted 01-14-2025 12:22 PM
    I agree with Isaac. There are also funding priorities where solicitations can be segmented based on gender identity. I see those efforts all of the time.

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987







  • 5.  RE: Gender Identity - Legitimate purpose to collect and maintain?

    Posted 01-14-2025 02:12 PM

    Putting my identity hat on and my "data manager" hat on - I'll offer a data minimalism counterargument.

    Have any stakeholders representing groups impacted by this change been invited to the conversation?
    If the answer is no - then the data is not really fit for purpose.   Purpose would imply intentionality, strategy, and alignment with business goals.

    From a data minimalism perspective - if data has no explicit purpose, there is no reason to collect/use/leverage it at this time. 

    (My simpler argument is -
    "Would having this data actually make a difference in fundraising or engagement this fiscal year?  If no, let's engage the appropriate stakeholders between now and June to identify whether this aligns with internal/external stakeholder needs and our engagement/fundraising strategy.")



    ------------------------------
    Christopher Amherst
    University Of Chicago
    cmamherst@uchicago.edu
    ------------------------------



  • 6.  RE: Gender Identity - Legitimate purpose to collect and maintain?

    Posted 01-14-2025 02:41 PM

    It's an interesting topic, and one that we haven't dug into as much as we will want to-at least in my corner of our organization.  The Office of Digital Transformation may be further along in discussions, and no doubt Data Governance will want to take a look.

     

    I think that it's good to foreground practical impact, contextualized by complexity of maintaining and using information. 

     

    The case is harder, I think, for tracking gender identity, since, as with ethnicity or a number of other personal aspects, the compelling business case may be to identify people interested in the topic, not people of the subject characteristics.  (And, of course, other organizations may have a use case.)

     

    Tracking prefixes-especially as constituents request the use of their appropriate prefixes-seems like a stronger business case, one that we might ignore at our peril.

     

    Pronouns is an especially interesting case.  We may commonly discuss constituents in any number of contexts, from whether we have their correct address to whether their membership was recorded properly.  If we don't know their pronouns, we do what?  Forego pronouns (not all that easy)?  Use default pronouns ("they/their"? legacy pronouns based on what gender we traditionally associate their name?)?  One might say that the constituent may well never hear the pronouns that we use in our internal day-to-day discussion, and there is some truth to that, but I'm not sure that it's an entirely compelling argument.  And, of course, there are times when we refer to constituents in more public contexts, like at events, in constituent meetings, etc.  It seems like allowing constituents the opportunity to express how they would like to be referenced and attempting to follow that guidance would be more respectful.  And considering how we refer to constituents in the absence of specific information is probably also worth some reflection.

     

    My US$0.02 worth; the usual disclaimers apply.

     

    Good luck!

    Alan

     

    Alan S. Hejnal (he/him)

    Data Quality Manager

     

    SNAGHTML5cbfa34

     






  • 7.  RE: Gender Identity - Legitimate purpose to collect and maintain?

    Posted 01-15-2025 08:32 AM

    Hi All...

    Many good points shared here.  I believe there is legitimate interest, especially in addressing our constituents as they wish to be addressed. 

    An additional consideration is transparency in the collection and use of the data.  Do your constituents know how you are collecting the data and how it will be used?  It is important to be up-front during collection and retention on the use, storage and use/access of the data. In addition, this should be included as part of your data privacy policy.  

    For example, wording along the lines of "we are collecting this information to assist us in addressing our constituents how they wish to be addressed." is a helpful explanation.

    Terry Callaghan

    Zuri Group  



    ------------------------------
    Terry Callaghan
    Zuri Group
    terry@zurigroup.com
    ------------------------------



  • 8.  RE: Gender Identity - Legitimate purpose to collect and maintain?

    Posted 01-15-2025 08:40 AM
    Additionally, there has been a growing interesting in women-led philanthropy, including things like Women in Philanthropy engagement, giving clubs, etc.  NC State has a Wolfpack Women in Philanthropy affinity group that is increasing fundraising and involvement of women in philanthropy.  


    --

    Jeff Baynham
    Associate Vice Chancellor
    Advancement Services
    P: 919.513.2923
    C: 270.792.3373
    Executive Assistant, Pat Schon 

    NC State University
    Campus Box 7474
    249 Joyner Visitor Center
    Raleigh, NC 27695-7474








  • 9.  RE: Gender Identity - Legitimate purpose to collect and maintain?

    Posted 01-15-2025 09:02 AM

    Hi Christina,

    Thanks for asking this question and generating a lot of good feedback. What strikes me as interesting about your question is that you are considering not storing gender identity whereas I have most commonly heard questions about the value of maintaining personal pronoun preferences. This is because these distinctions seem most relevant when referring to someone in third person (i.e. he/him she/her they/them) – something it may feel like we don't do often in fundraising.

    However, third person is standard when logging contact reports and since one benefit of having good practices around contact reports is for continuity when fundraisers change or prospect portfolios shift, maintaining and using correct pronouns is very important.

    Best regards,

    John Smilde

    Director of Gifts and Records Administration

    Advancement and Alumni Relations

    George Mason University

    4400 University Drive, MSN 1A3

    Fairfax, VA 22030

    703.993.8680

    jsmilde@gmu.edu

     

    This electronic message contains confidential information which is, in whole or in part,

    subject to exclusion from disclosure under the Freedom of Information Act pursuant to

    Β§2.2-3705.4.7. of the Code of Virginia.

     

     

     

     






  • 10.  RE: Gender Identity - Legitimate purpose to collect and maintain?

    Posted 01-15-2025 12:06 PM

    I've been thinking more about this as more responses have come in and wanted to add a few more thoughts. I would be curious to know how detailed the values are in the gender identity field Christina mentions in the original post, as well as the source of the information in the source database. Are we talking self-reported identities from the constituent, or are we talking legal gender? If self-reported, I think that is much more useful and accurate in regard to how someone wants to be addressed. Legal gender, on the other hand, is less likely to represent how every person identifies or wishes to be addressed. However, if the value is indeed self-reported, I would caution against making assumptions about how someone wishes to be addressed, and you may want to consider proactively and diplomatically asking the constituent directly how they wish to be addressed.

     

    I agree there can be useful segmentation of data based on these values, so that is definitely a point to consider when determining if your organization needs the information or finds it useful.

     

    I've mentioned this in other threads, but we also established a couple of practices around this. We only add pronouns to a constituent record if we get that information directly from the constituent or from a DO who had a specific conversation with the constituent. For the most part, pronouns come from a specific group of folks with a Carolina Pride affinity who have received a survey that asks about pronouns and titles, as opposed to coming from our entire constituency. The same goes for using the Mx. title on a constituent – it is only added if the constituent specifically requests it. We do not add gender, gendered title, Mx., or pronouns based on assumptions that can be made from first name or even from constituent relationships in the database. If we do not have a gender value or gendered title provided from a feed or from the constituent when making a gift, we do not add a gender value or gendered title to the record at all. Our driving factor with all of this is to simply not make assumptions about the constituent and how they identify.

     

    Regarding internal communication where pronouns are used, I don't think this is as much of a concern as it is to address the constituent as they wish to be addressed. I am part of the LGBTQ community myself, and while some of my people may disagree, I think it is most useful to use the pronouns that you know for internal conversations and simply be respectful. I don't think it is necessary to use "they" on literally everyone, but if you know someone uses they/them pronouns, get used to using them internally, so you will also use them with the constituent. If you simply don't know, err on the side of respect. 😊

     

    This is definitely an ongoing conversation with no hard and fast rules, especially when it comes to data and database limitations. Lots to think about.

     






  • 11.  RE: Gender Identity - Legitimate purpose to collect and maintain?

    Posted 01-15-2025 02:15 PM

    I think there is some legitimate business purposes such as those stated, but @Kelli Crispin makes a very important point.  Identity and Legal Gender are separate things, and I'm not as sure that legal gender is as important as identity.  The source of the data is what will make it worthwhile, and the best source is always self reported.  With the rise in affinity giving like @Jeff Baynham pointed out, this might be something that you want to track.  I'm not a big fan of storing data like this unless there is a plan to use it.



    ------------------------------
    Dariel Dixon
    Chautauqua Institution
    ddixon@chq.org
    ------------------------------