Privacy Policy

1. Information we collect

We collect information you provide directly, information generated through your use of the service, and limited information from integrated service providers.

• Account and organization data: name, email, organization name, and profile details.
• Uploaded content: donor list files and related metadata needed to perform matching-gift analysis.
• Transactional data: purchase records, payment status, and billing metadata (processed by payment providers).
• Usage and device data: logs, IP address, browser signals, and diagnostic events used for security and reliability.

2. How we use information

We use data to deliver matching analysis, generate reports, operate customer dashboards, process purchases, secure the service, and improve product performance.

We do not sell donor list data to third parties. We use customer content only to provide and improve the service, meet legal obligations, enforce our terms, and communicate with customers.

3. Legal bases and lawful processing

Where applicable under privacy law, we process personal data based on one or more lawful grounds: contract performance, legitimate interests (service security and improvement), legal compliance, and consent where required.

4. Data sharing and disclosures

We share data only as needed to operate the platform and comply with law.

• Service providers: infrastructure, authentication, analytics, email delivery, and payment processors.
• Legal compliance: when required by law, court order, or valid government request.
• Business protection: to prevent fraud, abuse, and security threats, or to enforce our legal rights.
• Business transfers: in connection with a merger, acquisition, financing, or sale of assets.

5. Data retention

We retain information for as long as reasonably necessary for service delivery, account operations, contract performance, legal compliance, dispute resolution, and security purposes. Retention periods vary by data type and customer lifecycle.

6. Security safeguards

We use reasonable technical and organizational safeguards designed to protect data against unauthorized access, alteration, disclosure, or destruction. No method of transmission or storage is guaranteed 100% secure.

7. Your privacy rights and choices

Depending on your location, you may have rights to access, correct, delete, or export personal data, and to object to or restrict certain processing. You may also have the right to appeal a denial of a privacy request.

To submit a request, use our contact page. We may need to verify your identity before fulfilling requests.

8. International transfers

Your information may be processed in countries other than your own. Where required, we use appropriate safeguards for cross-border transfers.

9. Children's privacy

The service is not directed to children under 13, and we do not knowingly collect personal information from children under 13.

10. Policy updates

We may update this policy periodically. Material updates will be reflected by revising the effective date and posting the updated policy on this page.

11. Contact

Questions about this Privacy Policy can be sent through our contact page.