Privacy Policy

Effective Date: July 1, 2025
Last Updated: July 1, 2025

Welcome to charitydirect LLC ("charitydirect," "we," "us," or "our"). This Privacy Policy explains how we collect, use, disclose, and protect the personal information of users ("you" or "User") of our Platform and Services, as defined in our Terms of Service. By accessing or using our Platform, you agree to the practices described in this Privacy Policy.

We are committed to protecting your privacy and ensuring the security of your personal information. If you have any questions about this Privacy Policy, please contact us at chris@charity-direct.com.

1. Information We Collect

We collect the following types of information when you use our Platform:

1.1 Information Provided by You

•Account Information:
When you register as a User, we collect your name, email address, professional title, firm name (if applicable), and contact details.
•Client Information:
As a User, you may enter personal information about your Clients, including their names, contact details, financial information (e.g., IRA account types, AGI), and donation preferences. You are responsible for obtaining any necessary consents from your Clients to share this information with us.
•Communication Data:
Includes information you provide during support requests or feedback.

1.2. Automatically Collected Information

•Usage Data:
We collect data about how you interact with the Platform, including IP addresses, browser types, device information, pages visited, and timestamps.
•Cookies and Tracking Technologies:
We use cookies and similar technologies to enhance your experience, analyze usage, and improve our Services. You can manage your cookie preferences through your browser settings.

2. How We Use Your Information

We use the information we collect for the following purposes:

•To Provide and Improve Our Services:
To operate, maintain, and improve our Platform and Services.
•To Communicate with You:
To respond to your inquiries, send service-related notices, and provide customer support.
•To Ensure Security:
To detect and prevent fraud, abuse, and security incidents.
•To Comply with Legal Obligations:
To meet regulatory requirements and respond to legal requests.
•To Analyze and Enhance User Experience:
To understand how users interact with our Platform and to develop new features and services.

3. How We Share Your Information

We do not sell or rent your personal information. We may share your information in the following circumstances:

•With Charity Partners:
To facilitate donations, we share Client donation details (e.g., donation amount, Client name) with the selected Charity Partners.
•With Service Providers:
We use third-party vendors to perform services on our behalf, such as payment processing, data hosting, and analytics. These providers are contractually obligated to protect your information.
•For Legal Reasons:
We may disclose information if required by law, such as in response to a subpoena, court order, or other legal process.
•In Business Transfers:
If charitydirect is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

4. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure. However, no system is completely secure, and we cannot guarantee the absolute security of your data.

5. Your Rights and Choices

You have the following rights regarding your personal information:

•Access & Update:
You can access and update your account information through the Platform.
•Delete:
You may request the deletion of your account and personal information by contacting us. Note that we may retain certain information as required by law or for legitimate business purposes.
•Opt-Out:
You can opt out of receiving marketing communications by following the unsubscribe instructions in those messages.
•Cookies:
You can disable cookies through your browser settings, but this may affect the functionality of the Platform.

6. Data Retention

We retain your personal information for as long as necessary to provide the Services, comply with legal obligations, resolve disputes, and enforce our agreements. Client information is retained for the duration of your account and for a reasonable period thereafter to comply with tax and charitable solicitation regulations.

7. Third-Party Links

The Platform may contain links to third-party websites, such as those of Charity Partners or payment processors. We are not responsible for the privacy practices of these third parties, and we encourage you to review their privacy policies.

8. Children's Privacy

Our Services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors. If we become aware that a minor has provided us with personal information, we will take steps to delete it.

9. International Users

The Platform is intended for use in the United States. If you access the Platform from outside the U.S., you do so at your own risk and are responsible for compliance with local laws.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on the Platform and updating the "Last Updated" date. Your continued use of the Services after such changes constitutes your acceptance of the revised policy.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

•Email:
•Phone:
•Address:
10407 Brock Run, Charlotte, NC 28269

This Privacy Policy reflects charitydirect's commitment to transparency, user trust, and compliance with applicable laws, including North Carolina regulations for charitable solicitation.