Privacy Policy

Last Modified November 1, 2024

Welcome to the dafinitive.com website (the “Site”), which is owned and operated by Helen Brown Group, LLC (“Helen Brown Group”, “HBG”, “we,” “us,” or “our”). This Privacy Policy describes how HBG may collect, use, and disclose information gathered from your use of the Services which includes, the Site, DAFinitive®, HBG’s database of information related to donor advised funds, and any and all materials in all forms and mediums provided by HBG and appearing on the Services (the “Content”), including Personal Information which is any information that relates to an identified or identifiable natural person, or as otherwise defined under applicable law (“Personal Information”). This Privacy Policy applies when you use and interact with the Services.

Please read this Privacy Policy carefully. By using the Services, you acknowledge that you have read, understood, and agree to be bound by the terms of this Privacy Policy and consent to HBG’s collection, use and disclosure of Personal Information and Usage Information as set forth herein. If you do not consent to the terms of this Privacy Policy, you should not access or use the Services in any way and should immediately exit them.

Privacy Policy Updates

Collection of Information

We collect Personal Information and Usage Information that you provide to us, that we gather through automated means, and that information we obtain from other sources.

Information You Provide

We collect Personal Information and other information that you provide when you contact us through the Site, schedule a demo through Calendly or other scheduling software, sign up for a subscription, log in to your account or otherwise connect with us through the Services. Depending on why you are contacting us, the information collected could include:

  • Name;
  • E-mail address;
  • Phone number;
  • Organization;
  • Username;
  • Password;
  • Date of registration;
  • Payment information (last 4 of credit card number and expiration date);
  • Billing Address
  • Reason for contacting us;
  • Availability for scheduling purposes;
  • How you heard about us;
  • Information that you choose to store in your account.

Automatically Collected Information

By choosing to use the Services, you agree to provide HBG with certain information, including Personal Information, which is automatically created, collected, and recorded by your use of the Services (collectively “Usage Information”). HBG uses third parties, including Google Analytics and Paid Membership Pro, to collect Usage Information which may include Personal Information, as described below:

  • IP Address (or the proxy server you use to access the world wide web);
  • Device identification numbers;
  • Geolocation information;
  • Browser type;
  • Device type and settings;
  • Internet service provider and mobile carrier;
  • Pages and files viewed, time spent on them, and links clicked;
  • Websites you visited before and after visiting the Services;
  • Searches performed;
  • Operating system and system configuration information; and
  • Date and time stamps associated with your usage.

We may obtain certain of this Usage Information by installing a “cookie” on your device (or using a third party to do so) or using similar technologies such as pixels, web beacons, access logs, or software development kits that may forward such information to third parties. For additional information regarding our use of “Cookies,” see below.

Information Obtained from Other Sources:

If you interact with us through a third-party (e.g. LinkedIn, Calendly), in addition to the information that you provide, we may obtain information about you that you have permitted those services to share with us consistent with your privacy settings for that third-party account.

How We Use Personal Information

HBG uses the information collected, including Personal Information, for a variety of purposes. For example, HBG may use Personal Information to:

  • Provide our service to you including registering your account and providing you with products and services that you have requested;
  • Respond to you regarding the reason you contacted us;
  • Provide you with additional information about our products and services;
  • Improve our marketing;
  • Better understand and respond to our audience;
  • Improve our products and services;
  • Send you our newsletter and other e-mails, including marketing e-mails;
  • Schedule a demonstration of our products and services with you;
  • Operate and improve the Services;
  • Notify you about certain changes to the Services;
  • Protect our rights, privacy, safety and property and the rights, privacy, safety and property of others;
  • In other ways for which we provide specific notice at the time of collection.

Email Address

If you provide us with your e-mail address, you authorize us to send you e-mails, including marketing e-mails, unless and until you request to unsubscribe from such e-mails. We may collect information regarding your interactions with our e-mails and newsletters, including your IP address, broad geographic location, and whether you opened the emails or newsletters or clicked on any links within them. If you no longer wish to receive e-mails from us, follow the “unsubscribe” instructions located near the bottom of each e-mail. If you unsubscribe, you will still receive transactional e-mails from us including responses to your inquiries.

Sharing Personal Information

We may share your personal information as follows:

Service Providers

We may share your Personal Information and Usage Information with certain trusted third parties, including Google Analytics, Paid Membership Pro, Stripe, and MailChimp, that we engage to perform functions and provide services to us, including, without limitation, payment processing, website management, database storage and management, customer relations and support, data analysis, and marketing and social media services.

Payment Processing

If you choose to make payment for our products or services, you will be directed to Stripe, a third-party payment processor, to provide a credit card number and other information, including Personal Information, needed to complete the transaction. Our payment processor will be certified to meet the industry standards for security and confidentiality, as well as applicable laws. You may receive e-mail communication from us and/or the payment processor regarding any payment transaction.

Scheduling A Demo

If you choose to schedule a demonstration of our products and services, you will be directed to Calendly, a third-party meeting scheduler, to provide the information, including Personal Information, required to complete the transaction. You will receive e-mail communications from Calendly regarding scheduling the demonstration.

Other Third Parties

We also may share your Personal Information and Usage Information with third parties as follows:

  • to satisfy any applicable law, regulation, legal process or governmental request;
  • to detect, prevent or otherwise address fraud, security or technical issues;
  • to prevent a crime or protect national security;
  • to protect the rights, property or safety of us, our users or others; or
  • in connection with a financing or a sale, acquisition, merger, restructuring or any other transaction involving a change of control in our business, including but not limited to a bankruptcy or similar proceeding.

We might disclose your Personal Information to third parties if you have consented to it or if there are other legal grounds for it.

Do Not Track

Some web browsers have a “Do Not Track” preference that transmits information to websites you visit indicating that you do not want your activity to be tracked. We do not respond to “Do Not Track” signals at this time as there is no standard for how online services should respond to such signals.

How Long Do We Keep Your Personal Information

We will retain your Personal Information for as long as necessary to fulfill the purposes for which it has been collected. We will also retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements. We may retain information that does not identify you indefinitely.

Security

Helen Brown Group strives to use appropriate security measures and to use service providers that follow industry standards to protect the privacy and security of Personal Information we collect and process. However, no method of transmission over the Internet, or method of electronic storage, is 100% secure, and we cannot guarantee the security of Personal Information, or that unauthorized access, hacking, data loss or other breaches will never occur. WE EXPRESSLY DISCLAIM ANY REPRESENTATION OR WARRANTY, WHETHER EXPRESS OR IMPLIED, WITH RESPECT TO ANY BREACHES OF SECURITY, DAMAGE TO YOUR DEVICE, OR ANY LOSS OR UNAUTHORIZED USE OF YOUR PERSONAL INFORMATION OR OTHER DATA.

Third Party Websites

Links from the Services to third party websites, plug-ins or applications may be provided for your convenience.  Please note that this Privacy Policy does not apply to such third party websites, plug-ins and applications. HBG is not responsible for the practices and policies, including privacy practices and policies, of such third parties. Therefore, you should be aware when you leave the Services and should review the privacy practices and policies of such third parties prior to providing your Personal Information in connection with such websites, plug-ins and applications.

Children

We do not intend for the Services to be used by children under the age of 18, nor do we intentionally collect or solicit any Personal Information from children under the age of 18. If you are under the age of 18, please do not provide us with any information and promptly exit the Services.

International Data Transfer

By accessing and using the Services, you acknowledge and agree that HBG controls and operates all parts of the Services from its offices in the United States of America. If you access the Services from outside the United States, you acknowledge and agree that your Personal Information may be transferred to and maintained on computers and servers located in a jurisdiction where the privacy laws may be different from those in your jurisdiction. If you choose to use the Services, you freely and specifically consent to the transfer of your Personal Information, including automatically collected information, to the United States and the collection, use and potential disclosure of such information in accordance with United States law and our Privacy Policy.

Online Tracking Technologies

HBG and our third-party analytics providers, including Google, WordPress and Paid Membership Pro, may use cookies and similar technologies such as pixels, web beacons, access logs, and local storage to collect Personal Information and Usage Information related to your online activities. Cookies are small files that are stored on your computer. We may use the following types of Cookies: (i) strictly necessary Cookies to provide our online services, which are necessary for the Services to function; (ii) analytics cookies, which allows us to count visits and traffic sources so we can measure and improve the performance of the Services; and (iii) advertising cookies, which may be set through our providers and used to build a profile of your interests and show you relevant ads.

Most browsers provide you with the ability to block, delete, or disable cookies. Alternatively, you can control some 3rd party cookies by using a privacy enhancement platform such as optout.aboutads.info or youronlinechoices.com. If you choose to reject cookies, some features and functionality of the Services may be limited or unavailable. If you would like to learn more about cookies, please refer to the following website: https://www.allaboutcookies.org/

To learn more about how Google uses data, visit Google’s Privacy Policy and Google’s page on “How Google uses data when you use our partners’ sites or apps.” To learn more about Google Analytics cookies, visit Google Analytics Cookie Usage on Websites.

Canadian Residents

If you are a Canadian resident, then the information in this paragraph applies to you. Upon request, you will be informed of the existence, use and disclosure of your Personal Information, and will be given access to it. You may verify the accuracy and completeness of your Personal Information, and, if appropriate, may request that it be amended or erased. However, in certain circumstances as required by law, we will not disclose certain information to you. For example, we may not disclose information relating to you if other individuals are referenced or if there are legal, security or commercial proprietary restrictions.

Contact Information

If you have questions about this Privacy Policy, please contact Melissa Bank Stepno, President & CEO at privacy@helenbrowngroup.com or 617-393-1983.

A Helen Brown Group Company