privacy policy

Welcome, and thanks for using the Giving Planner, a web application operated by Giving Compass LLC.

Giving Planner is a product from Giving Compass LLC, creators of and the Giving Planner.

Last Updated:  September 14, 2018


Giving Compass LLC  (“Giving Compass,” “we,” and “our”) produces resources and tools to support individual donors in charitable giving, including Giving Compass (; Giving Planner ( (collectively, the “Sites); and the Giving Compass API and the Giving Compass Widget (collectively, the “Products”).  Our philosophy is to focus on the user before anything else. Serving the interests of the user guides all of the decisions we make, including how we gather, use and secure your personal information.

We’ve crafted the privacy policy below (this “Policy”) to be as clear and straightforward as possible. Our aim is for you—our users—to always feel informed and empowered with respect to your privacy when using Giving Planner.


Giving Planner is a cloud-based application that helps you plan, track and manage your giving activities.

Visitors.  Visitors, as the term implies, are people who don’t register with us, but want to view the SIte  and see what the Services are all about. No login is required for Visitors. Visitors can: (a) view and use  all publicly-available features; and (b) e-mail us.

Registered Users.  Login via Auth0  is required for all Registered Users, who are able to access and utilize the same functions as Visitors. In addition, Registered Users within have a profile; create a personal planner with the input of a zip code, age range, and salary range; manage and update profile and preferences; record your giving of money, gifts, and volunteer hours; upload receipts of giving; compare giving vs. peers; get access to partner content and trending news; and share updates and articles on social media.

As used in this Policy, the term “personal information” means information that specifically identifies an individual (such as a name, address, telephone number, mobile number, e-mail address, or credit card number), or information about that individual that is directly linked to personally identifiable information such as income level, age, giving preferences, data related to giving activities and images or content uploaded by a user in use of the Sites and Products. Personal information does not include “aggregate” information, which is data we collect about the use of Giving Planner or about a group or category of users, from which individual identities or other personal information has been removed. This Policy in no way restricts or limits our collection and use of aggregate information. We may share your personal information with your consent or as required by law, and we will always let you know when we make significant changes to this Policy.

We protect your personal information and will only provide it to third parties: (1) with your consent; (2) where it is necessary to carry out your instructions; (3) as reasonably necessary in order to provide our features and functionality to you; (4) when we reasonably believe it is required by law, subpoena or other legal process; or (5) as necessary to enforce our Terms of Use or protect the rights, property, or safety of Giving Planner, our Registered Users and Visitors, and the public.

We have implemented appropriate security safeguards designed to protect your information in accordance with industry standards.

This Policy applies to Giving Planner and we reserve the right to change the provisions of this Policy at any time. We will alert you that changes have been made by posting the revised policy to Giving Planner. Changes will become effective as of the “updated” date listed at the top of this Policy. We encourage you to review this Policy from time to time to make sure that you understand how any personal information you provide will be used. Your continued use of Giving Planner following the posting of changes to this Policy will indicate your acceptance of those changes.

1. What Information We Collect

1.1. Data Controllers

Our Policy applies to any Registered User or Visitor of Giving Planner. We collect information when you use Giving Planner to offer you a personalized and relevant experience. The personal information provided to or collected by Giving Planner is controlled by Giving Compass, 1012 1st Ave, Seattle, WA 98104. If you have any concern about providing information to us or having such information displayed on Giving Planner or otherwise used in any manner permitted in this Policy and the Terms of Use, you can contact us to close your account.

1.2. Registration

When you create an account within, we collect information (including your name, email address, zip code, age range, salary range, and giving preferences). We may also have access to other private information in receipts you upload, such as address or other information the can personally identify you. You may provide additional information during the registration flow within Giving Planner to help you build your profile and allow more customized services.

1.3. Using Giving Planner

We collect information when you use Giving Planner (whether as a Registered User or a Visitor). If you are on Giving Planner or one of our cookies placed on your device identifies you, your usage information and the log data described herein, such as your IP address, will be associated by us with your account. We log information about devices used to access Giving Planner, including IP address.

1.4. Cookies

We use cookies and similar technologies to collect information and to help us recognize you, learn about your interests, improve your experience, increase security, measure use and effectiveness, and serve advertising. You can control cookies through your browser settings and other tools. By using Giving Planner, you consent to the placement of cookies and beacons in your browser in accordance with this Policy.

1.5. Log Files, IP Addresses, and Information About Your Computer and Mobile Device

We collect information from the devices and networks that you use to access Giving Planner.

When you visit or leave Giving Planner (whether as a Registered User or Visitor) by clicking a hyperlink or when you view a third-party site that includes our plugin or cookies (or similar technology), we automatically receive the URL of the site from which you came or the one to which you are directed. We also receive the internet protocol (“IP”) address of your computer or the proxy server that you use to access the web, your computer operating system details, your type of web browser, your mobile device (including your mobile device identifier provided by your mobile device operating system), your mobile operating system (if you are accessing Giving Planner using a mobile device), and the name of your ISP or your mobile carrier. We may also receive location data passed to us from third-party services or GPS-enabled devices that you have set up, which we use to show you local information on our mobile applications and for fraud prevention and security purposes. Most mobile devices allow you to prevent real time location data being sent to us, and of course we will honor your settings.

In the case of our Android apps, you will be provided notice of the types of data (e.g., location) that will be sent to us. If you choose to use our app after this notice, we process this data to enable registration or preview product features for you. If you choose not to become a Registered User, we will delete this information.

1.6. Other

We are constantly innovating to improve Giving Planner, which means we may create new ways to collect information on Giving Planner. If we start collecting substantially new types of personal information and materially change how we handle your data, we will modify this Policy and notify you in accordance with the terms in the Introduction.

2. How we use your personal information

2.1. Consent to Giving Planner Processing Information About You

You agree that information you provide on your user account can be used by us as described in this Policy and our Terms of Use.  By providing personal information to us when you create or update your account and profile, you are expressly and voluntarily accepting the terms and conditions of our Terms of Use and freely accepting and agreeing to our processing of your personal information in ways set out by this Policy. Supplying to us any information deemed “sensitive” by applicable law is entirely voluntary on your part. You can withdraw or modify your consent to our collection and processing of the information you provide at any time, in accordance with the terms of this Policy and the Terms of Use, by changing your account settings, or by closing your Giving Planner account

2.2. Giving Planner Communications

We communicate with you using Giving Planner email, and other ways available to us. We may send you communications relating to the availability of Giving Planner, security, or other service-related issues. You can change your email settings at any time. We communicate with you through email, notices posted on Giving Planner and any other means available through Giving Planner.

2.3. Service Development; Customized Experience

We use the information and data you provide to us to conduct research and development and to customize your experience and try to make it relevant and useful to you.

2.4. Sharing Information with Third Parties

We do not rent or sell personal information that you have posted on Giving Planner, except:

  • with your consent;
  • with third party vendors, consultants, and other service providers who work for us and need access to your information to do that work;
  • to (i) comply with laws or to respond to lawful requests and legal process, (ii) to protect the rights and property of Giving Compass, our agents, customers, and others including to enforce our agreements, policies, and terms of use or (ii) in an emergency to protect the personal safety of Giving Compass, its customers, or any person; or
  • in connection with or during negotiation of any merger, financing, acquisition, bankruptcy, dissolution, transaction or proceeding involving sale, transfer, divestiture or disclosure of all or a portion of our business or assets to another company.  
2.5. Polls and Surveys

We conduct our own surveys and polls and may also help third parties do this type of research. Your participation in surveys or polls is up to you.

2.6. Compliance with Legal Process and Other Disclosures

We may disclose your personal information if compelled by law, subpoena, or other legal process, or if necessary to enforce our Terms of Use.

It is possible that we may need to disclose personal information, profile information, or information about your activities as a Registered User or Visitor when required by law, subpoena, or other legal process, whether in the United States, Ireland, or other jurisdictions, or if we have a good faith belief that disclosure is reasonably necessary to (1) investigate, prevent, or take action regarding suspected or actual illegal activities or to assist government enforcement agencies; (2) enforce the Terms of Use, investigate and defend ourselves against any third-party claims or allegations, or protect the security or integrity of our Service; or (3) exercise or protect the rights, property, or safety of Giving Compass, our Registered Users, personnel, or others. We attempt to notify Registered Users about legal demands for their personal information when appropriate in our judgment, unless prohibited by law or court order or when the request is an emergency. In light of our principles, we may dispute such demands when we believe, in our discretion, that the requests are overbroad, vague or lack proper authority, but do not commit to challenge every demand.

3. Your Choices and Obligations

3.1. Your Information Choices and Changes

If you wish to ask for access, correction, or deletion of any of your personal information held by us or a change in the way we use your information (for which we reserve the right to charge you a fee, as permitted by applicable law), please contact us at However, we may decline requests that are unreasonable, prohibited by law, or are not required to be honored by applicable law.

3.2. Data Retention

We keep your information for as long as your account is active or as needed. For example, we may keep certain information even after you close your account if it is necessary to comply with our legal obligations, meet regulatory requirements, resolve disputes, prevent fraud and abuse, or enforce this agreement.

4. Important Information

4.1. Minimum Age

You have to meet Giving Planner’s minimum age requirements to create an account.

As described in Section 2.1 of the Terms of Use, persons must be of minimum age to use Giving Planner.

4.2. Safe Harbor

We comply with the U.S.-E.U. and U.S.-Swiss Safe Harbor Frameworks as set forth by the U.S. Department of Commerce regarding the collection, use, and retention of personal data from European Union member countries and Switzerland.

4.3. Assignment

If Giving Compass is involved in a merger, acquisition or asset sale, we will continue to ensure the confidentiality of any personal information and give affected users notice before personal information is transferred or becomes subject to a different privacy policy.

4.4. California’s Shine the Light Law

We don’t share any of your personal information with third parties for direct marketing.

California Civil Code Section 1798.83, known as the “Shine The Light” law, permits our customers who are California residents to request and obtain from us a list of what personal information (if any) we disclosed to third parties for direct marketing purposes in the preceding calendar year and the names and addresses of those third parties. Requests may be made only once a year and are free of charge. Under Section 1798.83, we currently do not share any personal information with third parties for their direct marketing purposes.

4.5. Security

We take privacy and security seriously and have enabled HTTPS access to our site (turn on HTTPS), in addition to existing SSL access over mobile devices. Also, please know that the Internet is not a secure environment, so be careful and never share your personal information on any piece of content you author or share or in any interaction with other members. We DO NOT store passwords in our servers and instead let you login using several options such as Facebook, Linkedin, Google, Microsoft and other social media credentials.

We have implemented security safeguards designed to protect the personal information that you provide in accordance with industry standards. Access to your data on Giving Planner is password-protected, and certain data is protected by SSL encryption when it is exchanged between your web browser and Giving Planner. To protect any data you store on our servers, we also regularly monitor our system for possible vulnerabilities and attacks, and we use a tier-one secured-access data center. However, since the Internet is not a 100% secure environment, we cannot ensure or warrant the security of any information that you transmit to us. There is no guarantee that information may not be accessed, disclosed, altered, or destroyed by breach of any of our physical, technical, or managerial safeguards. It is your responsibility to protect the security of your login information.

4.6. Our Policy on Gathering Information From And Communicating With Children Online

We recognize the unique privacy concerns regarding children and are committed to protecting children’s online privacy. Giving Planner is not geared towards children. Pursuant to the Children’s Online Privacy Protection Act guidelines, we do not intentionally or knowingly collect personal information online from children under the age of 13. If a parent or guardian is made aware that a child under the age of 13 has provided us with personal information, please contact us by e-mail at, and we will take commercially reasonable measures to remove the information about the child from our records.

4.7. California Online Privacy and Protection Act Notice

A Do Not Track (DNT) standard has not been adopted to this day, and therefore Giving Planner doesn’t use DNT signals.

To learn more about DNT and Giving Planner’s DNT practices, please read on:

On September 27, 2013, California Governor Jerry Brown signed into law A.B. 370, amending the California Online Privacy Protection Act (CalOPPA) to require website operators like Giving Planner to disclose how Giving Planner responds to DNT Signals; and whether third parties collect personally identifiable information (PII) about users when they visit Giving Planner.

Do Not Track (DNT)

What is DNT?

DNT is the concept that has been promoted by regulatory authorities, in particular the U.S. Federal Trade Commission (FTC), for the Internet industry to develop and implement a mechanism for allowing internet users to control the tracking of their online activities across websites.

What is a DNT signal?

Currently, various browsers (including Internet Explorer, Firefox, and Safari) offer a DNT option that relies on a technology known as a DNT header that sends a signal to websites visited by the browser user about the user’s DNT preference. You can usually access your browser’s DNT option in your browser’s preferences.

Is there a DNT technology standard?

The World Wide Web Consortium (W3C) has been working with industry groups, Internet browsers, technology companies, and regulators to develop a DNT technology standard. While some progress has been made on this issue, it has been slow, and to date no standard has been adopted. Without an industry standard for DNT, users cannot know how any given company abides by a DNT signal they receive from browser headers. Giving Compass is committed to remaining apprised of the W3C efforts to develop a DNT standard.

How does Giving Planner respond to the signal?

Giving Planner takes privacy and security very seriously, and strives to put our users first in all aspects of our business. With regard to DNT, Giving Planner currently doesn’t respond to DNT signals in browsers because no DNT standard has been adopted, as noted above.

What about JavaScript buttons like Share on Giving Planner?

When users visit websites that contain JavaScript buttons (“plugins”), like Giving Planner’s Share button, we receive plugin impressions that we depersonalize in a short period of time. When users interact with our plugins, we keep this information to improve their, and others’ Giving Planner experience. See our Policy for details.

4.8. How to Contact Us

If you have questions or comments about this Policy, please contact us online  by visiting or by physical mail at:

Giving Compass LLC

Attn: Privacy Policy Issues

1012 1st Ave

Seattle, WA 98104

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