Last updated on June 1, 2018.

This Privacy Statement describes how United Charitable manages personal information and respects your privacy. This policy may be amended from time to time. We encourage visitors to and users of our sites to regularly review our Privacy Policy.

All “Personal Information” (which is defined as any information that identifies or can be used to identify, contact, or locate the person to whom such information pertains) that we collect and maintain will be subject to this Privacy Policy, as amended from time to time. To update your information and preferences, see the section entitled “Updating Your Personal Information and Privacy Preferences.”

Privacy Shield Framework

United Charitable complies with the EU-U.S. Privacy Shield Framework and the Swiss-U.S. Privacy Shield. United Charitable is committed to subjecting all personal data received from European Union (EU) member countries and Switzerland, respectively, in reliance on the Privacy Shield Framework, to the Framework’s applicable Principles. To learn more about the Privacy Shield Frameworks, visit the U.S. Department of Commerce’s Privacy Shield List. [https://www.privacyshield.gov/list]

United Charitable is responsible for the processing of personal data it receives, under the Privacy Shield Framework, and subsequently transfers to a third party acting as an agent on its behalf. United Charitable complies with the Privacy Shield Principles for all onward transfers of personal data from the EU and Switzerland, including the onward transfer liability provisions.

With respect to personal data received or transferred pursuant to the Privacy Shield Frameworks, United Charitable is subject to the regulatory enforcement powers of the U.S. Federal Trade Commission. In certain situations, United Charitable may be required to disclose personal data in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.

If you have an unresolved privacy or data use concern that we have not addressed satisfactorily, please contact our U.S.-based third-party dispute resolution provider (free of charge) at https://feedback-form.truste.com/watchdog/request.

Under certain conditions, more fully described on the Privacy Shield website [https://www.privacyshield.gov/article?id=How-to-Submit-a-Complaint], you may be entitled to invoke binding arbitration when other dispute resolution procedures have been exhausted.

Entities Collecting Personal Information

The applicable Terms of Service or License Agreement you enter into with United Charitable will govern which United Charitable company is the controller of your data. Personal Information on this website is collected by United Charitable, Inc., 8201 Greensboro Drive, Suite 702, Tysons, VA 22102, USA and its telephone number is 1-571-620-3000.

We have assigned a data protection officer role for United Charitable who is responsible for overseeing questions in relation to this privacy notice. If you have any questions, concerns, or requests about this privacy notice, how we manage your Personal Information, or any other issue relating to your Personal Information, please contact:

United Charitable
Attn: Data Protection
[email protected]
8201 Greensboro Drive, Suite 702
Tysons, VA 22102 USA
Telephone number: 1-571-620-3000
www.unitedcharitable.org/contact-us

Collection of Personal Information

As a visitor to the Site, you can engage in many activities without providing any Personal Information.

However, when you register to use a United Charitable site and order products or services as a United Charitable subscriber in order to provide the services to you, we may collect the following Personal Information from you:

  • Billing information such as the number, expiration date, card type and billing address of your credit card, bank name, wealth advisor;
  • Demographic information such as your job title, job description and company name and company type; and
  • Profile data, including your username and password, details about your purchases and the Content that you download from us.

If you choose to open a Donor Advised Fund or a Fiscally Sponsored Program, you may be asked to provide the following information:

  • Contact information such as your name, phone number, primary address, and email address.
  • Personally identifiable information, such as your birthdate and social security number.
  • Verification of identity. United Charitable may verify this information by asking you to upload a scan of a government issued ID (which will be stored securely on our servers);
  • Payment and contributor information including, but not limited to, payout method, payout email, and information about your personal charitable giving account.

Depending upon the activity, some of the information that we ask you to provide is identified as mandatory and some as voluntary. If you do not provide the mandatory data with respect to a particular activity, you will not be able to engage in that activity.

As is true of most websites, when you use the Site, United Charitable or third party subprocessors contracted by United Charitable may also collect certain technical and routing information about your computer to facilitate your use of the Site and its services.

For example, we may log environmental variables, such as browser type, operating system, CPU speed, and the Internet Protocol (IP) address of your computer. We use these environmental variables to facilitate and track your use of the Site and its services. United Charitable also uses such environmental variables to measure traffic patterns on the Site. To better understand the needs of our visitors to the Site we may occasionally match such information with your Personal Information.

In order to reduce errors in our database, authenticate our users, and prevent abuse of our system, we may on occasion supplement the Personal Information you submit to us with information from third-party sources. For example, we may supplement your contact information with address information provided by the U.S. Postal Service to qualify your information and prevent errors in our database. We may supplement the information that we collect directly from you with information stored in third-party databases, such as demographic information or company information in order to make it more likely that any marketing communications we send will be relevant and of interest to you. You may find a list of any third-party sub processors that we use to process information here.

When you download and use our Mobile Apps or Services associated with our platform, DonorView, we automatically collect information on the type of device you use, and operating system version. We do not ask for, access or track any location-based information from your mobile device at any time while downloading or using our Mobile Apps or Services.

Updating Your Personal Information and Privacy Preferences

Upon request, United Charitable will provide you with information about whether we hold, or process on behalf of a third party, any of your personal information. To request this information please contact us at [email protected]

You have the right to access and correct, or delete your Personal Information and privacy preferences at any time. This may be accomplished by clicking on the link “Log In” off the United Charitable Website, where you can view and make changes to most of your Personal Information immediately. For security purposes, certain Personal Information can only be changed by contacting us for direct support. We will respond to your request promptly within a reasonable timeframe.

How Your Personal Information Is Used

United Charitable collects your information in order to provide services to you, comply with our legal obligations, and to improve our products and services. We do not sell, rent or share your personally identifiable information to or with third parties in any way other than as disclosed in this Privacy Policy. United Charitable may use this information to:

  • Process your financial transactions.
  • Send you order / renewal confirmations.
  • Register your rights, if any, to technical support or other benefits that may be made available to registered users.
  • Respond to customer service requests, questions and concerns.
  • Administer your account.
  • Send you requested product or service information.
  • Keep you informed about special offers and services of United Charitable and selected third parties, such as Advisors in Philanthropy.
  • Investigate, prevent or take action regarding illegal activities and/or violations of our Terms of Service.
  • Meet our research and product/service development needs and to improve our Site, services and offerings; and
  • Customize your experience, including targeting our services and offerings to you.

We store information that we collect through cookies, log files, transparent images, and/or third party sources to create a summary of your preferences. We tie your personally identifiable information, and/or your membership usage history, to information in the summary, in order to provide tailored promotions and marketing offers, to improve the content of the site for you and/or to determine your preferences.

In certain situations, United Charitable may be required to disclose personal data in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.

Where required by law (e.g., to comply with a subpoena, warrant, court order, or legal process served on United Charitable), and when we believe that disclosure is necessary to protect our rights, avoid litigation, protect your safety or the safety of others, investigate fraud, and/or respond to a government request. We may also disclose information about you if we determine that such disclosure should be made for reasons of national security, law enforcement, or other issues of public importance.

Information Sharing with Service Providers / Agents

United Charitable uses one or more outside credit card processing companies to bill you for our goods and services. To the best of our knowledge, these companies do not retain, share, store or use personally identifiable information for any other purpose.

We also share Personal Information with certain companies that perform services on our behalf. We only share the Personal Information which is necessary for them to perform those services. We require any company with which we may share Personal Information to protect that data in a manner consistent with this policy and to limit the use of such Personal Information to the performance of services for United Charitable. These providers are: WeDidIt, DonorView and _______________.

We do not sell or otherwise provide Personal Information to other companies for the marketing of their own products or services.

Data Retention

We will retain your information for as long as your account is active, your information is needed to provide you services, or as required to fulfill our legal obligations. If you wish to delete your account or request that we no longer use your information to provide you services contact us at [email protected]. We will respond to your request within 30 days. We will retain and use your information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

Choice / Opt Out

You may “opt out” of receiving United Charitable’s email updates, newsletters and/or partner emails by contacting [email protected]. The choice to opt out of such communications is also generally available during the sign-up process. United Charitable will still contact you when there are changes to the Terms of Service. In addition, we will still send you service-related announcements including, but not limited to, a registration email, benefit notification emails, emails automatically triggered by actions you took on the Site and bill related notices. Generally, you may not opt-out of these communications, which are not promotional in nature. If you wish not to receive them, you have the option of closing your account.

Protection of Your Personal Information

The Personal Information that you provide in connection with the use of the Site is protected in several ways.

  • Access by you to your account profile is available through a password and unique customer ID. This password is encrypted. You should strive to use a strong, alpha-numeric password which you should not divulge to anyone.
  • Your Personal Information resides on a secure server that only selected United Charitable personnel and contractors have access to via password.
  • Your Personal Information is encrypted whenever it is transmitted to United Charitable.
  • When you enter sensitive information (such as credit card number) on our registration or order forms, we encrypt that information using transport layer security technology.

We strive to protect the Personal Information submitted to us, both during transmission and once we receive it. However, no method of transmission over the Internet, or method of electronic storage, is 100% secure. While we take into account the sensitivity of the Personal Information we collect, process and store, and the current state of technology to use these measures protect your Personal Information, we cannot guarantee its absolute security.

If you have any questions about security on our Web Sites, you can send email to us at [email protected].

Cookie and Tracking Technologies

The Site may automatically collect information as you browse, such as Internet Service Provider, browser type and version, operating system and device type, average time spent on our site(s), pages viewed, information accessed, the Internet Protocol (IP) address used to connect your computer to the Internet and other relevant statistics. Such information is sometimes referred to as web analytics and/or clickstream data.

We may combine this automatically collected log information with other information we collect about you. We do this to improve services we offer you, to improve marketing, analytics, and provide site functionality.

Technologies such as: cookies, tags and scripts are used by United Charitable and our affiliates, analytics services and service to provide site features and functionality. These technologies are used in analyzing trends, administering the site, tracking users’ movements around the site and to gather demographic information about our user base as a whole. We may receive reports based on the use of these technologies by these companies on an individual as well as aggregated basis.

  • A cookie is a small, unique text file that a website can send to your computer when you visit a site. We may use session cookies, which terminate when a user closes his or her browser, and/or persistent cookies, which remain on the user’s computer until manually deleted. Most web browsers can either alert you to the use of cookies or refuse to accept cookies entirely. If you do not want us to deploy cookies to your browser, you can set your browser to reject cookies or to notify you when a website tries to put a cookie on your computer. Rejecting cookies may affect your ability to use the Site.
  • We may, at some time, partner with a third party to either display advertising on our Web site or to manage our advertising on other sites. Our third party partner may use technologies such as cookies to gather information about your activities on this site and other sites in order to provide you advertising based upon your browsing activities and interests. If you wish to not have this information used for the purpose of serving you interest-based ads, you may opt-out by clicking here (or if located in the European Union click here) Please note this does not opt you out of being served ads. You will continue to receive generic ads.

We enable you to accesses blogs or online communities for sharing information such as messages, photos and videos. Please note that we cannot control the actions of others with whom you may choose to share your pages and information. Any information you post to a public bulletin board or chat room is available to all persons accessing that location.

To request removal of your personal information contact us at [email protected]. In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why. Alternatively, if you used a third party application to post such information, you can remove it, by either logging into the said application and removing the information or by contacting the appropriate third-party application.

Changes in Privacy Policy

United Charitable reserves the right to amend the Privacy Policy from time to time at its sole discretion and will provide notice by email or on the homepage of the Site when we make material changes to this Privacy Policy prior to the change becoming effective. If as the result of such changes, you want to alter the ways in which United Charitable is allowed to use your Personal Information, you can do so by contacting us directly at [email protected].

You will be deemed to have been made aware of, and will be subject to, any material changes to the Privacy Policy after such notice has been posted with the following exception: If at the time you provide Personal Information to United Charitable you are given the opportunity (as you currently are) to limit how such information will be used to communicate with you, either by United Charitable or by third parties, United Charitable will not change your preference in this regard without your express consent.

Links to 3rd Party Sites

Our Site includes links to other Web sites whose privacy practices may differ from those of United Charitable. If you submit personal information to any of those sites, your information is governed by their privacy policies. We encourage you to carefully read the privacy policy of any Web site you visit.

Social Media Widgets

Our Web sites may include Social Media Features, such as the Facebook Like button and Widgets, such as the Share this button or interactive mini-programs that run on our site. These Features may collect your IP address, which page you are visiting on our site, and may set a cookie to enable the Feature to function properly. Social Media Features and Widgets are either hosted by a third party or hosted directly on our Site. Your interactions with these Features are governed by the privacy policy of the company providing it.

Children

We do not intend to solicit or collect Personal Information from anyone under the age of 18. If you are under 18, do not enter information on this site or engage our services. If you believe a child of yours under the age of 18 has entered Personal Information please contact [email protected] to have the data removed and terminate the child’s account.

Privacy Complaints

Individuals located in certain countries, including the European Economic Area, have certain statutory rights in relation to their personal data. Subject to any exemptions provided by law, you may have the right to request access to Information, as well as to seek to update, delete or correct this Information.

To the extent that United Charitable’s processing of your Personal Data is subject to the EU General Data Protection Regulation, United Charitable relies on its legitimate interests, described above, to process your data. Where United Charitable processes certain Personal Data for United Charitable’s own direct marketing purposes, you have a right to object to United Charitable’s use of your Personal Data for this purpose at any time by contacting [email protected].

United Charitable takes its users’ privacy concerns seriously. If you believe that United Charitable has not complied with this Privacy Policy with respect to your Personal Information, you may contact the Data Protection Officer at United Charitable – 8201 Greensboro Drive, Suite 702, Tysons, VA 22102. In your letter please describe in as much detail as possible the ways in which you believe that the United Charitable Privacy Policy has not been complied with. We will investigate your complaint promptly. If you do not receive acknowledgment of your complaint or your complaint is not satisfactorily addressed, please contact our U.S.-based third party dispute resolution provider (free of charge) at https://feedback-form.truste.com/watchdog/request

If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this Web site, you can contact us at [email protected].

United Charitable
8201 Greensboro Drive
Suite 702
Tysons, VA 22102
USA
1-571-620-3000