Privacy policy
Effective Date: June 30, 2025
Donate Equity LLC (“Donate Equity,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, and share your information when you use our platform and services (the “Platform”).
This Policy applies to all users, including nonprofit organizations, donors, foundations, advisors, and appraisers.
1. Information We Collect
We collect the following types of information:
a. Information You Provide Directly
Name, email address, organization name, and role
Documents uploaded or completed on the Platform
Messages or inquiries you send to our team
E-signatures and submitted forms
b. Information We Collect Automatically
IP address, browser type, and device information
Usage data such as page views, task completions, referral activity
Session activity captured via Intercom or onboarding tools
c. Information from Third Parties
Integration data from tools such as Stripe (payment), HubSpot (CRM), Foundant (foundation onboarding), DocuSign (signatures), or others you connect
Referrals or invites from existing users
2. How We Use Your Information
We use your information to:
Operate, maintain, and improve the Platform
Facilitate donation workflows, user onboarding, and document coordination
Send onboarding emails, alerts, and platform notifications
Provide customer support via chat or email
Run educational and retargeted marketing campaigns
Comply with legal and regulatory requirements
3. How We Share Your Information
We may share your data:
With other users involved in a shared transaction (e.g., donor, nonprofit, foundation, legal advisor)
With trusted third-party providers who support our services (e.g., HubSpot, Stripe, Intercom, DocuSign)
With foundations or partners you are referred to or onboarded by
In aggregate, anonymized form to improve our platform or report on market trends
If required by law, subpoena, or regulatory request
We do not sell your personal data.
4. Third-Party Services and Integrations
The Platform integrates with external services, including but not limited to:
Stripe for billing and donor passthrough
DocuSign or HelloSign for legal document execution
HubSpot for CRM, email automation, and smart outreach
Foundant for foundation onboarding and campaign tracking
Intercom for chat-based support and helpdesk tickets
UserGuiding for onboarding flows and feature walkthroughs
Google, Meta, and LinkedIn for paid campaigns and retargeting
Each third-party service may collect and use information under its own terms and policies. We recommend reviewing those directly.
5. Cookies and Tracking Technologies
We use cookies, pixels, and similar technologies to:
Understand how users navigate our Platform
Improve onboarding and in-app experiences
Run retargeting and ad campaigns after site visits
You may disable cookies in your browser settings. Doing so may impact certain features.
6. Marketing & Communication Preferences
We may send onboarding emails, platform updates, and marketing content based on your role (e.g., donor, nonprofit staff, advisor).
You may unsubscribe at any time using the link in any email or by contacting admin@donateequity.com. Service emails (e.g., security alerts, active campaign notices) will still be delivered.
7. Data Security
We maintain reasonable safeguards to protect your information, including:
Encrypted transmission (HTTPS)
Access controls and user authentication
Secure document storage
Continuous monitoring and data backups
No system is 100% secure, but we follow industry best practices to minimize risk.
8. Data Retention
We retain your data as long as your account is active or as needed to:
Support a donation campaign
Meet legal, financial, or contractual obligations
Resolve disputes or enforce agreements
You may request account deletion by emailing admin@donateequity.com. Some data may be retained for compliance purposes.
9. Your Rights
Depending on your location, you may have the right to:
Access or update your personal data
Request deletion of your account
Object to certain uses of your data (e.g., marketing)
Request a copy of data we’ve stored
To exercise any of these rights, email us at admin@donateequity.com.
10. Children's Privacy
The Platform is not intended for users under 18. We do not knowingly collect personal data from children. If you believe a child has used our Platform, contact us for removal.
11. Changes to This Policy
We may update this Privacy Policy from time to time. If we make material changes, we will notify you via email or in-app message. Continued use of the Platform after notice indicates your acceptance.
12. Contact
Donate Equity LLC
Based in Indiana
admin@donateequity.com