How long you keep data
Set your retention periods, and review who’s due to be removed.
Who can do this: Administrators
Step 1: Set how long you keep things
Go to Data protection, then Keeping data. Choose how many months to keep people who’ve left, one-off visitors and records of emails sent, to match your church’s policy. Then choose Save.
Open a larger view (opens in a new tab) Step 2: Review every month or two
Under Review, you’ll see who is due to be removed. Untick anyone you need to keep and note why, then choose Confirm and remove. Nothing is removed until you confirm.
What happens next
Giving and Gift Aid records are always kept for six years after the end of the financial year, as HMRC and charity law require. To check the details you hold are right, use the Accurate details tab to ask people to check them.