Effective Date: June 20, 2025

At truGiving, we respects your privacy and is committed to protecting the personal information of clients and potential clients. This Privacy Notice explains how we collect, use, disclose, and safeguard your data when you interact with our website, services, or communications.

This policy complies with applicable laws in the United States, Canada, United Kingdom, and the European Union.

TruGiving provides consulting services to nonprofit organizations and high-net-worth philanthropists, their families, foundations, and related support entities. Our operations span several jurisdictions, and we uphold strict standards for data protection globally.

We may collect and process the following categories of personal information:

• Contact Information: Name, email address, phone number, organization name
• Professional Details: Job title, foundation affiliation, philanthropic interests
• Usage Data: IP address, browser type, pages visited, time spent on our site
• Marketing Preferences: Your consent choices for emails or newsletters
• Communication Content: Information you voluntarily share in forms or emails

We do not knowingly collect information from children under 16.

We use your personal data to:

• Respond to inquiries or requests
• Provide and improve our services
• Customize user experience on our website
• Send newsletters or marketing communications (with your consent)
• Comply with legal obligations

Under the GDPR/UK GDPR, we process your data using one or more of the following legal bases:

• Consent: When you opt-in to marketing or newsletters
• Contract: To fulfill a request you initiate
• Legal Obligation: To comply with applicable laws
• Legitimate Interests: For business insights, service improvement, or fraud prevention

We may share your data with:

• Trusted service providers (e.g., email, CRM, analytics)
• Legal authorities when required by law
• International transfers may occur. If so, we ensure adequate protections under:
• Standard Contractual Clauses (EU/UK)
• PIPEDA regulations (Canada)
• Data Protection Agreements (US service providers)

We do not sell your personal data.

We retain your data only as long as necessary for the purposes described above or to meet legal, tax, or accounting obligations.

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

• Access or correct your personal information
• Request deletion of your data
• Object to processing or restrict it
• Withdraw consent at any time (if processing is based on consent)
• File a complaint with a data protection authority

How To Exercise Your Rights

Email: [Insert Privacy Contact Email]
Subject Line: Privacy Request – [Your Country]

Our website uses cookies and similar tracking tools to:

• Understand visitor behavior
• Improve functionality and security
• Deliver tailored content

You can manage your cookie preferences via your browser settings or our cookie consent tool.

We implement industry-standard security measures to protect your personal data. While no system is completely secure, we take reasonable steps to prevent unauthorized access, loss, or misuse.

Our site may contain links to external websites. We are not responsible for their privacy practices and encourage you to review their privacy policies separately.

We may update this Privacy Notice periodically. The latest version will be posted with a revised “Effective Date.” Significant changes will be communicated directly or via our website.

If you have questions about this Privacy Notice or how your data is handled, please contact us:

Email: [Insert Contact Email]
Postal Address: [Insert Business Address]