Privacy Policy

In the course of arranging and administering charitable donations, we have occasion to obtain nonpublic information about our clients and their constituents, as well as to keep records containing that information. Even though such information is necessary in order for us to fulfill our responsibilities, we regard it as confidential. Pursuant to the Gramm-Leach-Bliley Act of 1999, we are providing this notice to help you understand the nature of the information in question and the ways in which we honor our clients and client’s constituents’ privacy.

Client and Client’s Donor Expectations of Privacy.

We recognize that our clients and client’s constituents expect us to protect the confidentiality of their information, transactions and related personal information.

Disclosure of Information.

Nonpublic personal information about you is disclosed to other persons or entities only as necessary and only as required or permitted by law. For example, such disclosure may occur when we engage advisors to assist us with questions that arise at the time a gift annuity is established or if we engage a financial institution in the administration of a gift annuity once it has been established. We require any person or entity that receives nonpublic personal information from us to treat such information as confidential.

Methods Used to Obtain Information.

The information is obtained orally and/or in writing from you and, in certain cases, from persons or institutions you have authorized to provide us with information.

Protection of Your Privacy.

We insure that nonpublic personal information is available only to those who need it for purposes of enabling us to fulfill our responsibilities with regard to our clients and client’s constituents. We do this through a combination of procedural, physical, and technological safeguards designed to protect confidentiality.

We appreciate very much the trust you have placed in The Advancement Group, Inc. If you have any questions about the information covered in this notice, please contact Mark Loeber, 918.491.0079.