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Private Foundation

Wealth Manager





Our Privacy Policy

We are committed to protecting your privacy online. When you visit our site, we may collect personal information from you such as your name and email address. Our third-party hosting company and our credit card processing company will collect additional information such as the URL you came from, your IP address, your domain name, your browser type, the country and state where your server is located, and the pages that were viewed during your visit to our site. All this information is kept on a secure server to protect it from outside parties. 

We protect your data

We do not sell or rent personal information to others. We use your information only for the limited purposes of sending you updates and useful information about our programs, promotional information, enhancing the site operation, for statistical purposes, and for overall systems administration. 

Secure giving

We understand and respect your right to privacy, especially as it relates to your online giving. When making a donation to a donor-advised fund, only your name and donation amount may be visible to the fund's donor advisors.