Privacy Policy

Last updated: May 11, 2026

This Privacy Notice for [CompanyLegalName] (“we,” “us,” or “our”) describes how and why we might access, collect, store, use, and/or share (“process”) your personal information when you use our services (“Services”).

1. What Information Do We Collect?

Personal information you disclose to us

We collect personal information that you voluntarily provide to us when you express an interest in obtaining information about us or our products and Services. The personal information we collect may include:

  • Names
  • Phone numbers
  • Email addresses
  • Data regarding where you are on your planned giving journey

Information automatically collected

We automatically collect certain information when you visit, use, or navigate the Services. This information does not reveal your specific identity but may include:

  • IP address and device characteristics
  • Operating system and language preferences
  • Referring URLs, device name, and country location
  • Usage data and technical information

2. How Do We Process Your Information?

We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for:

  • Responding to user inquiries and offering support.
  • Sending marketing and promotional communications, in accordance with your preferences.
  • Determining the effectiveness of our marketing campaigns.

3. When and With Whom Do We Share Your Personal Information?

We may share your data with third-party vendors, service providers, contractors, or agents who perform services for us or on our behalf. This includes:

  • Web and Mobile Analytics: We share information with Google Analytics to track and analyze the use of the Services.
  • Business Transfers: We may share or transfer your information in connection with any merger, sale of company assets, or acquisition.

4. How Long Do We Keep Your Information?

We keep your information for as long as necessary to fulfill the purposes outlined in this Privacy Notice unless a longer retention period is required or permitted by law (such as tax or accounting requirements).

5. How Do We Keep Your Information Safe?

We have implemented appropriate technical and organizational security measures designed to protect the security of any personal information we process. However, despite our safeguards, no electronic transmission over the internet can be guaranteed to be 100% secure.

6. Do We Collect Information From Minors?

We do not knowingly collect data from or market to children under 18 years of age. By using the Services, you represent that you are at least 18.

7. What Are Your Privacy Rights?

Depending on your location, you may have the right to:

  • Withdraw your consent at any time where we rely on consent to process your data.
  • Unsubscribe from our marketing and promotional communications.
  • Set your browser to remove or reject cookies.

To exercise these rights, you may email us at [ContactEmail].

8. Do United States Residents Have Specific Privacy Rights?

If you are a resident of California, Colorado, Connecticut, and several other states, you may have specific rights regarding access to data, correcting inaccuracies, and data portability. We have not sold or shared any personal information to third parties for a business or commercial purpose in the preceding twelve (12) months.

9. How Can You Contact Us About This Notice?

If you have questions or comments about this notice, you may email us at [ContactEmail] or contact us by post at:

[CompanyLegalName]
[CompanyAddress]
[CompanyCity], [CompanyState] [CompanyZip]
United States

10. How Can You Review, Update, or Delete Your Data?

Based on applicable laws, you may have the right to request access to, update, or delete your personal information. To submit a request, please email us at [ContactEmail].