[LEGAL REVIEW REQUIRED — this policy is a working draft prepared by the developer. It must be reviewed and approved by Dakota Davis and, where appropriate, a qualified legal advisor before production launch. Items in square brackets must be supplied by the client.]
Last updated: [DATE TO BE CONFIRMED]
1. Who We Are
This Privacy Policy explains how Annual Giving by Design™ (“we,” “us,” or “our”) collects, uses, and protects information when you visit this website.
Legal entity: [LEGAL ENTITY NAME TO BE PROVIDED]
Contact email: [PROFESSIONAL EMAIL ADDRESS TO BE PROVIDED]
Mailing address: [BUSINESS ADDRESS TO BE PROVIDED, IF REQUIRED]
Governing jurisdiction: [JURISDICTION TO BE CONFIRMED]
2. Information We Collect
We only collect information you choose to provide, plus limited technical information required to operate the website.
Information you provide
- Annual Giving Assessment™ download: first name and email address.
- Newsletter signup: first name and email address.
- Contact form: name, organization, role/title, email address, inquiry type, and your message.
- Workshop inquiry form: name, organization, job title, email address, phone number (optional), preferred workshop format, number of participants, campaign type, preferred timeframe, and the goals you describe.
Information collected automatically
- Standard server and log information such as IP address, browser type, and pages visited, used for security and website operation.
- Cookies strictly necessary for WordPress and website functionality (see Cookies below).
3. How We Use Your Information
- To deliver the Annual Giving Assessment™ you requested.
- To respond to contact and workshop inquiries.
- To send email updates, resources, and workshop information if you have subscribed.
- To operate, secure, and improve the website.
We do not sell your personal information. We do not share it with third parties except the service providers described below, or where required by law.
4. Service Providers
This website relies on the following services. Each processes data under its own privacy policy.
- WordPress — the content management system that operates this website.
- Web hosting provider — [HOSTING PROVIDER TO BE CONFIRMED], which stores website data and server logs.
- MetForm — processes and stores website form submissions.
- MailerLite — email marketing platform used to deliver the Annual Giving Assessment™ and email updates. [Integration pending final configuration.]
Analytics: No website analytics service is currently installed. If analytics is added, this policy will be updated to identify the provider and describe the data collected.
Payment processing: No payment processor is currently active on this website. Once a purchasing workflow is confirmed, this policy will be updated to name the payment provider and explain how payment information is handled. Payment card details are never stored on this website.
5. Cookies
This website uses cookies that are necessary for core functionality, including WordPress session and preference cookies. You can block or delete cookies through your browser settings, though some parts of the website may not function correctly if you do.
6. Data Retention
Form submissions are retained for as long as needed to respond to your inquiry and maintain business records. Email subscribers remain on the list until they unsubscribe or request removal. You can unsubscribe at any time using the link in any email we send.
7. Your Rights
Depending on where you live, you may have the right to request access to the personal information we hold about you, request correction or deletion of that information, withdraw consent to marketing emails, or object to certain processing. To make a request, contact us at [PROFESSIONAL EMAIL ADDRESS TO BE PROVIDED].
8. External Links
The Resources section of this website links to independent third-party organizations and research. Those resources are not created, owned, controlled, or endorsed by Annual Giving by Design™, and we are not responsible for their content or privacy practices. When you follow an external link, that organization’s privacy policy applies.
9. Children’s Privacy
This website is intended for nonprofit and fundraising professionals and is not directed to children. We do not knowingly collect personal information from children.
10. Security
This website is served over HTTPS, and we take reasonable measures to protect the information collected through it. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
11. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised update date.
12. Contact
Questions about this Privacy Policy can be sent to [PROFESSIONAL EMAIL ADDRESS TO BE PROVIDED], or submitted through our contact form.