This Privacy Policy (“Policy”) applies to information held about our clients, contacts, and other external parties (“you”) and, where you are a corporation, any of your employees, officers, directors, agents, contractors or consultants (“Personnel”) or other relevant individuals. “We”, “our” or “us” means Strategic Philanthropy, Ltd., whose principal place of business is 1700 W Irving Park Rd. Suite 203, Chicago, IL 60613.
We may collect and process information relating to you, your Personnel or other relevant individuals, in order to provide our services to you. We process any information we collect in accordance with the Illinois Personal Information Protection Act (PIPA), other federal data regulations, and the provisions of this Policy.
Before providing us with any information you are responsible for ensuring that your Personnel or other relevant individuals are aware of this Policy and the provisions of such Policy are clearly communicated to them.
The information we collect about you or from you includes certain personal data, which means information that can be used to identify a natural person. Depending on your relationship with us, we may collect the following types of personal data:
(a) contact information, such as an individual’s home or work address and contact details (including mobile telephone number);
(b) information about an individual’s professional title, workplace;
(c) bank account details that facilitate grantmaking transactions;
(d) other information about an individual that you or the relevant individual disclose(s) to us when communicating with us;
(e) details of any complaints or concerns raised by you or a relevant individual;
(f) information we obtain from the goods and services we provide you with, which may include the way you manage investments, service vendors you may engage with, and any assets (financial or complex) that you own;
(g) information we collect when you, your Personnel or other relevant individuals communicate with us, or when you apply for our services, or any other time you or they contact us;
(h) information we obtain from third parties, such as information that we obtain when verifying details supplied by you. This information obtained from other third-party organizations or people may include other companies related to our company, clients, advisers, fraud prevention and compliance check agencies or other similar organizations.
If you fail to provide us with the information set out above, or you, your Personnel or other relevant individuals object to us processing such information, the consequences are that we may be unable to provide our services to you.
We may process any information we hold about you, your Personnel, and other relevant individuals for a number of business purposes. Such uses of this information are set out below. You are responsible for ensuring that any Personnel and other relevant individuals are aware of such uses of their information:
(a) to provide any service to you or to administer and operate any grantmaking;
(b) to monitor and analyze your work with us;
(c) to enable us to carry out analysis and to meet our legal or regulatory obligations;
(d) for our reasonable commercial purposes (including quality control and administration, assisting us to develop new and improved products and services, and administering goods and services provided to us);
(e) to confirm a person’s identity to prevent fraud;
(f) to comply with any regulatory or legal requirement on us;
(g) to fulfill our obligations under any reporting agreement entered into with any tax authority or revenue service(s) from time to time;
(h) to monitor and analyze any communications between you or a third party and us, to analyze, assess and improve our services to you;
(i) if instructed to do so by you, your Personnel or other relevant individuals or where you or they give us your consent to the use and/or processing involved;
(j) to bring to your or their attention (in person or by post, email or telephone) information about additional services offered by us and/or our affiliates, which may be of interest to you, your Personnel or other relevant individuals, unless you or they indicate at any time that you, your Personnel or other relevant individuals do not wish us to do so; and
(k) to improve the relevance of marketing messages we may send you, your Personnel or other relevant individuals (which you can opt out of as explained below).
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 while visiting such sites, and such sites are not governed by this Policy. You should exercise caution and look at the Privacy Policy applicable to the website in question.
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 analyze 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 analyze data about webpage 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.
You may choose to restrict the collection or use of your personal information in the following ways:
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.
Please contact us at the TALK TO US link below to request details of personal information which we hold about you or to correct or complete information.
