Client Data Sharing Policy

It is quite common that we are hired to deliver a nonprofit client’s message to their constituency via direct mail and electronic mail (eBroadcasts).

This section of our privacy policy stipulates our guidelines:

Data supplied by a nonprofit to PlannedGiving.Com, data collected by PlannedGiving.Com with respect to nonprofit’s constituency, or data accessed by the PlannedGiving.Com during the delivery of services is the property of the nonprofit and will not be shared with any person or entity except those specifically asked to be shared with by the nonprofit. Nonprofit data will not be sold, shared, or used, internally or externally, for any purpose not directly related to the scope of work or services provided by PlannedGiving.Com for the specific nonprofit.

PlannedGiving.Com employs industry best practices, both technically and procedurally, to protect client data from unauthorized physical and electronic access. Methods employed are subject to review and approval.

We also share this same data breach agreement with our vendors to make sure they adhere to our same privacy policies.

Website Disclaimer

PlannedGiving.Com provides know-how, tools and content to help fundraisers close more and larger gifts through planned giving. We do not, however, provide legal, tax, investment or other professional advice, including but not limited to planned giving consultation, and we may not be relied upon for such advice. For assistance in specific cases, obtain the services of a competent attorney or other professional advisor.

We are often asked why we do not provide legal advice. In short… planned giving is a people business, not a legal business. It’s all about people, relationships, marketing and sales. It is not about the law, software and taking endless courses about payout rates and lead trusts.

Privacy Policy

This privacy policy sets out how uses and protects any information that you give when you use this website. is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement. may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes.

What We Collect

We may collect the following information:

  • name
  • contact information including email address
  • other information relevant to customer surveys and/or critical tax law information

For the exhaustive list of cookies we collect see the List of cookies we collect section.

What We Do With The Information We Gather

We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:

  • Internal record keeping.
  • We may use the information to improve our products and services.
  • We may periodically send promotional emails about new planned giving marketing tools which we think you may find interesting using the email address which you have provided.
  • From time to time, we may also use your information to contact you for market research purposes. We may contact you by email, phone, fax or mail. We may use the information to customize the nonprofit marketing tools we provide to you according to your interests.

We do not share, sell or give away your information. If you decide to subscribe to our online or offline resources, you can unsubscribe at anytime. (But we know you won’t because we’re good at what we do!)


We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

How We Use Cookies

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.

We use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.

Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us. You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.

Links To Other Websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

Controlling Your Personal Information

You may choose to restrict the collection or use of your personal information in the following ways:

  • whenever you are asked to fill in a form on the website, look for the box that you can click to indicate that you do not want the information to be used by anybody for direct marketing purposes
  • if you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by writing to or emailing us at

We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.

You may request details of personal information which we hold about you under the Data Protection Act 1998. A small fee will be payable. If you would like a copy of the information held on you please write to 1288 Valley Forge Road, Building 82, Phoenixville, PA 19460.

If you believe that any information we are holding on you is incorrect or incomplete, please write to or email us as soon as possible, at the above address. We will promptly correct any information found to be incorrect.

Reach out! We look forward to hearing from you.


We value your privacy and keep your
information private. We do not spam.