Privacy Policies

iwave Privacy Policy

This Privacy Policy will change periodically to comply with privacy law requirements. If the changes are significant, we will provide notice.

We at iwave Information Systems Inc. (“iwave”, “us,” “our”, or “we”) are committed to protecting the privacy of individuals who visit our websites (“visitors”), individuals who subscribe to use our services (“clients”), and individuals whose personal data is in our databases. This Privacy Policy describes our practices related to the foregoing personal data.

We recommend that you read this Privacy Policy to ensure you are fully informed about the types of personal data we collect, why and how we collect, use, and protect it, how it is disclosed, where it is stored, and to ensure you are fully informed about your rights relating to any of your data. Residents of California, Nevada, and Canada, please also refer to the specific sections directed to you in this Privacy Policy to learn more about your privacy rights. If you wish to access a particular section of this Privacy Policy, please click on the links below:

• Privacy Practices Related to Visitors and Clients
• Privacy Practices Related to Individuals whose personal data is in our Databases
• Your Rights (Visitors and Individuals in our Databases)
• How We Protect Personal Data
• Transfer of Personal Data
• Notice to California Residents
• Notice to Nevada Residents
• Notice to Canadian Residents
• Third Party Websites
• Children’s Privacy
• Changes to the Privacy Policy
• Questions?

Click here to contact us.

Privacy Practices Related to Visitors and Clients

How We Collect

iwave collects personal data from you directly when you express an interest in obtaining additional information about our services, register to use the services, or purchase our services, register or log in to your account, create or edit your user profile, contact iwave’s customer support team, comment on our blogs or in community forums, or when you interact with us in any form. iwave also collects your personal data from other sources including third parties, clients, advertising networks, operating systems and platforms, data brokers, partner publishers, social media platforms, service providers, etc. iwave may combine information about you that it already has with the information it receives from other sources. iwave and its vendors, including third parties like Google, also collect personal data from you using automated technology through its websites (https://kindsight.io/iwave/;https://app.iwave.com;https://ca.iwave.com).

What We Collect

The type and manner of data that we and our vendors, including third parties like Google, collect includes the following:

• Personal Identifiers— When you sign up for our services such as name, company name, address, phone number, email address, billing information (name and address), number of employees or users and name of employees or users within your organization using our services. Please note that iwave does not collect credit card or other financial information — payment transactions are processed directly through Invoiced.com
• Internet and Network Activity —We and our vendors, including service providers and third parties, collect information about how you use our services and the computers or other devices, such as mobile phones or tablets, you use to access our services. Examples include: IP address, Unique device identifiers and device attributes, like operating system and browser type, Usage data, such as: web log data, referring and exit pages and URLs, platform type, number of clicks, domain names, landing pages, pages and content viewed and the order of those pages, the amount of time spent on particular pages, the date and time you used our services, the frequency of your use of our services, error logs, and other similar information, transactional data, such as names and email addresses of parties to a transaction, subject line, history of actions that individuals take during a transaction (e.g., downloading an e-book, watching a webinar) and information aboutthose individuals or their devices, such as name, email address, IP address, and authentication methods.

How We Use Your Personal Data

We use your personal data for the following purposes:

• To administer our websites, services and products, and internal operations, including to fix problems individuals may have with our services, such as answering support questions and resolving technical issues;
• Manage the services platform including support systems and security;
• Respond to your inquiries about your expression of interest in our services such as through iwave’s “Contact Me” or “Free Trial” web form;
• Send records of your subscription relationship;
• For marketing features, products, promotions or special events, research and advertising purposes, including to deliver tailored content and targeted advertising;
• To analyze and improve our products, business, services, and websites including to create and review data about our users and how they use our services;
• To test changes in our services and develop new features and products;
• To comply with our obligations including legal obligations, establishing, exercising, or defending legal claims, monitoring, and reporting compliance issues, records retention periods;
• To prevent, investigate and respond to fraud, unauthorized access to or use of our services, breaches of terms and policies, or other wrongful behavior;
• As otherwise disclosed or permitted by law, or as otherwise specified at the time of collection.

Cookies and Related Technologies

We and our vendors, including service providers and third parties, use cookies, which are text files containing small amounts of information that are downloaded on your device, and related technologies such as web beacons, local shared objects, and tracking pixels to store or collect information for the purposes mentioned in this Privacy Policy including targeted advertising, monitoring performance, analytics, and improving our services and websites.

Our websites uses both session cookies (used to maintain authentication while clients are using our products) and advertising cookies (that help us serve you tailored ads). For more information on cookies, click here.

Ads for Our Products and services. We may also use third party services, such as Google, to serve tailored ads about our products and services to you on our services and elsewhere. We allow these third parties to use and access their own cookies on your computer or other device(s) you use to access our services. We do not have access to these cookies or related technologies, and this Privacy Policy does not govern the use of those cookies and related technologies.

How You Can Opt-Out of Cookies and Related Technology

You may opt out of our use of cookies and other related technology as follows:

• Cookies and Other Related Technology. You can decline cookies through your browser settings. However, if you decline cookies, you may not be able to use some parts of our services.
• Geolocation Information. If you do not want us to see your device location, you can turn off location sharing on your device, change your device privacy settings, or decline to share location on your browser.
• Google Opt-Out– To opt out of Google Analytics, please see here. To opt out of Google Ads, please see here.
• Digital Advertising Alliance— You can also opt out from companies like Google and other participating companies through the Digital Advertising Alliance in theUSA. You can also opt out of participating companies from the Digital Advertising Alliance of Canada in Canada or opt out using your mobile device settings.

In addition, all marketing messages we send contain an “unsubscribe” link in the email message, or you may unsubscribe here. Please note that we may send one message to confirm your opt out request. Transactional or business relationship messages may continue after you opt out of marketing messages.

With Whom We Share Personal Data

We share personal data with: (Visitors and/or Clients as indicated)

• Service Providers. These are companies that we use to support our services such as intelligent search technology, intelligent analytics, authentication systems, bill collection, fraud detection, and vendors that provide the systems we use to run our salescycle. We have contracts with our service providers that address the safeguarding and proper use of your personal data. “Visitors”
• Public or Government Authorities. We may share personal data where government authorities have demonstrated their lawful authority to obtain the information or where there are threats to personal safety, violations of this Privacy Policy or other agreements, or to protect existing legal rights. “Both”
• Business Transactions. We may share personal data where it is necessary in the context of a transaction like a merger, or sale of our assets, or as part of the due diligence for such contemplated transactions. If this occurs, we will provide notification to the individuals concerned. “Both”
• Third parties. Vendors, including social media platforms and advertising networks that we work with to communicate with you for our marketing efforts and to send advertisements that may be relevant to you. “Visitors”
• Consent. We may share personal data with your consent and at your direction, for example, when we post testimonials on our websites or when individuals choose to post comments on our blogs. “Clients”

External Links and Third-Party Websites

This Privacy Policy does not apply to any third-party websites and apps that you may use, including any linked to our services and websites. Please note that such websites have their own privacy policies that are different from ours, and you should review their privacy policies to understand the privacy practices of their services before clicking on any links or submitting any personal data to such third parties. We are not responsible for any transactions that occur between you and a third-party website.

How Long We Keep Personal Data

For “visitors” we retain your personal data for 30 days to allow you to return to our websites and be recognized. This means that choices you made less than 30 days before still apply. For “clients”, we retain personal data for as long as the account is open, unless a longer retention period is required, for example under tax law. All prospect or potential donor names provided to us by clients are deleted 60 days after a client subscription ends. (30 Days from our production database and an additional 30 days to be removed from our backups)

Privacy Practices Related to Individuals Whose Personal Data is in Our Product Databases

How we collect

To constitute our databases, we collect information including personal data from third-party sources including publicly available records, data brokers, data aggregators, our clients, government entities, public registers, marketers, business alliances, researchers, service providers, and others, including open sources, where consent has been obtained to share personal data. This means that the source of personal data, whether open source or a third-party data provider, has obtained consent from individuals to have their data shared to be sold for charitable fundraising. This also means that those individuals have been given the opportunity to opt out of that sharing.

What We Collect

The type of data we collect about includes:

• Personal Identifierssuch as name, address, phone number, email address
• Demographic Information/Characteristics of Protected Classessuch as gender, age, occupation, education, ethnicity, etc.
• Internet and Network Activity —IP address, Unique device identifiers, and deviceattributes, like operating system and browser type
• Commercial Informationsuch as records of personal and commercial property
• User Provided Data– data entered into the application by a customer, such as giving history, custom records, notes and comments, etc.

How We Use Your Personal Data

We use your personal data for the following purposes:

• Through its proprietary databases and search tools, iwave allows our clients to conduct prospect research by searching wealth and philanthropic data to determine which prospective donors to ask, how much to ask for, and when to ask;
• To analyze and improve our products, business, services, and websites;
• To administer our services and products, websites, and internal operations;
• To comply with our obligations including legal obligations, establishing, exercising or defending legal claims, monitoring, and reporting compliance issues.
• User-provided data is not shared with other organizations and is only accessible by the organization that provided it.

With Whom We Share the Information

• Service Providers. We share personal data with companies we use to support our services like intelligent search technology, intelligent analytics, authentication systems, bill collection, and fraud detection. We have contracts with our service providers that address the safeguarding and proper use of personal data.
• Public or Government Authorities. We may share personal data where government authorities have demonstrated their lawful authority to obtain the information or where there are threats to personal safety, violations of this Privacy Policy or other agreements, or to protect existing legal rights.
• Business Transactions. We may share personal data where it is necessary in the context of a transaction like a merger, or sale of our assets, or as part of the due diligence for such contemplated transactions. If this occurs, we will provide notification to the individuals concerned.
• Consent. We may share personal data with your consent based on notice provided to you at collection or as permitted by law.

How You Can Opt-Out of the Databases

You may opt-out of certain databases using the following instructions:

• Personal Data from Third-Party Data Providers. If your personal data is provided to us from a third-party data provider that has obtained your consent to sell or license the use of your personal data to us, we will provide you with the name of the third-party data provider so that you may contact them directly to opt out. To request this search, please use this link.
• Data that We Collect from Open Sources. We collect personal information from opensources to include in our VeriGift subscription. This personal information does not include anything except for name, without contact information, and some details relating to donation history with specific charitable organizations related to that name. For our VeriGift database, we offer a search and opt-out function where you can request that we search our VeriGift database to find out if we have your personal data. If we do, you can opt-out. To verify that the information pertains to you, we will need you to provide your name, the year(s) of your gift(s), the range of your gift(s), the organization recipient of your gift, as well as the city and state of that organization. To request this search, please use this link.

In addition to our opt-out process, we will not knowingly include and make available in our database personal data that the individual has not consented to be collected and disclosed or that is not already publicly available.

Your Rights

This section does not apply to iwave clients, however, visitors or individuals who believe we may have your personal data in our databases, you have the following rights with respect to your personal information:

• Right to Access– You may request to have access to the personal data we have relating to you. We will reply within 30 days either to provide you your information if we have it, or let you know we do not, or if we have it but are not allowed to provide you access, for example if doing so would violate the privacy of another individual, we will provide you with justification.
• Right to Correct– If you find your information is inaccurate, you may have it corrected.
• Right to Withdraw Consent– If consent was a basis of collection of your personal information and you no longer consent to us retaining and using your personal data, you may request to have it deleted. We will do so immediately, unless legal requirements (for example, tax law in relation to clients) impose retention periods.

How We Protect Personal Data

To keep your personal data safe, we use appropriate security safeguards to provide necessary protection. These include physical measures (e.g., restricting access to offices, and alarm systems), up-to-date technological tools (e.g., passwords, encryption, firewalls and security patches), and organizational controls (e.g., security clearances, limiting access, staff training, and agreements). We apply these measures, tools, and controls based on the sensitivity of the information we collect, use, and store, and the current state of technology.

We use AWS cloud services, certified under ISO/IEC 27018:2019 [ISO/IEC 27018: — Code of practice for protection of personally identifiable information (PII) in public clouds acting as PII processors]

As part of iwave’s security policy, we also follow best practices from the ISO 27001 Security Standards and we review security safeguards regularly to ensure they are up to date, and that we have addressed any known vulnerabilities through regular security audits and/or testing. While we make considerable efforts to protect our information systems, no data security measures can guarantee 100% security.

Transfer of Personal Data

If you are located outside the United States, please be aware that information we collect or obtain about you may be transferred to and processed in the United States or other jurisdictions outside your own. By interacting with our websites, applications and using our services, you consent to such transfers and acknowledge that the data protection laws and regulations that may apply to your personal information transferred to the United States or other countries may be different from the laws in your country of residence including such that the governments, courts, law enforcement or regulatory agencies of the other countries may be able to obtain access to your personal information through the laws of that country.

Notice to California Residents

As a supplement to other information provided throughout this Privacy Policy, we provide the following additional information as a notice to residents of California (“California consumers”) in accordance with the California Consumer Privacy Act (“CCPA”). Please note this section may not apply to you if you are an iwave client.

California Consumer Privacy Rights:

• Right to Know– You have the right to request that we disclose to you the following information about Personal Information we collect from you:
  • categories of personal information collected;
  • categories of sources of personal information collected;
  • the business or commercial purpose for collecting or selling personal information;
  • the categories of third parties with whom we share personal information; and
  • the specific pieces of personal information we have collected about you over the past 12 months.

In the preceding 12 months, iwave has disclosed the following categories of personal data for a business purpose.

We do not knowingly sell the personal data of consumers under 16 years of age.

• Right to Delete —You have the right to request the deletion of your personal data collected or maintained by us subject to certain exceptions permitted by law.
• Right to Opt-Out of Sale of Personal Information— You have the right to opt out of the sale of your personal data.
• Right to Non-Discrimination— You have the right to not receive discriminatory treatment for exercising your CCPA privacy rights. We do not use the fact that you have exercised or requested to exercise any CCPA rights for any purpose other than facilitating a response to your request.

Making a CCPA Request

You may make a CCPA request by filling out and submitting our online webform available here.

Once we receive your request, we are required to verify that you are the person that is the subject of the request (the “Verification Process”). The Verification Process consists of matching identifying information provided by you with the information we have about you in our records. Upon making a request, you will be asked to provide certain information to identify you and verify your information which may include your first and last name, spouse name, full mailing address, email address, phone number, employment history, donation / giving history and possibly other request details. If we cannot verify your identity, we will not be able to respond to your request. Information collected through verification will only be used for verification.

Authorized Agent

You may designate an authorized agent to exercise any of the above California privacy rights on your behalf, subject to the agent request requirements of the CCPA. Authorized Agents may make requests under the CCPA on behalf of California Consumers by filling out the form here.

California’s Shine the Light Law. We do not share personal data with third parties for their own direct marketing purposes without your consent. Under California Law, you provide consent when you accept Cookies. We only share personal data when there is evidence of that consent.

Once a year, free of charge, you are entitled to request and obtain certain information regarding iwave’s disclosure of your personal data to third parties for their direct marketing purposes. This right only applies to activities within California. To make any request to exercise your California privacy rights please fill out the form here or write to us at iwave Information Systems Inc., 2nd Level, Confederation Court Mall, 134 Kent Street, Charlottetown, PE C1A 8R8, with a reference to CA Shine The Light Disclosure.

Do Not Track Signals— California law requires us to let you know how we respond to web browser Do Not Track (“DNT”) signals. Because there currently isn’t an industry or legal standard for recognizing or honoring DNT signals, we do not respond to them at this time.

Notice to Nevada Residents

Nevada law allows consumers to direct certain businesses to not sell their personally identifiable information to third parties. If you are a Nevada resident, you may submit such opt-out requests here.

Notice to Canadian Residents

All the personal data we collect directly from consumers, whether on our websites, apps or through our services, is through consent. All the personal data that we collect from other sources as disclosed in this Privacy Policy is with the assurance that the individuals have provided consent for that sharing of their personal data.

Your Privacy Rights. Please note this notice may not apply to you if you are an iwave client. You may ask us to take the following actions with respect to your personal information:

• access your personal information;
• verify or correct inaccuracies in your personal information;
• where you have provided your consent to the collection, use and transfer of your personal information, withdraw your consent under certain circumstances.

You may submit these requests by filling in this form. We may require specific information from you to help us verify your identity prior to processing your request.

Applicable law may require or permit us to decline your request. If we decline your request, we will tell you why, subject to any legal or regulatory restrictions on disclosing this information. Please note, if you withdraw your consent, we may not be able to provide you with a particular product or service. We will explain the impact to you at the time to help you with your decision.

Children’s Privacy

Our websites, apps and services are not designed for and are not marketed to people under the age of 16 (“minors”). We do not knowingly collect or ask for information from minors. We do not knowingly allow minors to use our services. If you are a minor, please do not use our services or send us your information. We delete information that we learn is collected from a minor without verified parental consent. Please contact us at 1-800-655-7729 if you believe we might have information from or about a minor.

Changes to the Privacy Policy

We reserve the right to update or modify this Privacy Policy from time to time at our discretion. We will indicate changes to this Privacy Policy by updating the “Effective Date” at the beginning of the Privacy Policy. Please review this Privacy Policy periodically and especially before you provide any personal information to us. Your continued use of our Services after any update will constitute your acceptance of our changes.

Questions?

For questions, concerns, or complaints regarding our data handling practices, compliance with laws or this Privacy Policy, please contact us by phone at1-800-655-7729, email privacy@kindsight.io, via webform or by writing to us at:

iwave, Attention: Privacy Team
2nd Level, Confederation Court Mall
134 Kent Street
Charlottetown, PE C1A 8R8

engage Privacy Policy

engage  is a Kindsight tool that assists charitable organizations and endeavors with donor engagement with AI-powered content generation.  It processes donor information to assist in tasks, such as to guide organizations in drafting campaigns,  thank you letters or social media posts, within Kindsight’s Privacy Policy, as described here.  To learn more about our processing of donor personal information, see the iwave Privacy Policy  here. 

We at Kindsight (the “Company”, “We”, or “Us”) are committed to safeguarding the right to privacy.  This Privacy Policy explains how privacy is protected through engage. We strongly recommend that you read the policy carefully before using engage. 

We may update Our Privacy Policy from time to time to properly reflect our management of personal information. 

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

Respecting the right to privacy on engage 

As a tool that provides you access to personal information of donors, you must be aware of and comply with the following obligations, essential to the protection of the right to privacy:   

• Your use of personal information through engage must be limited to the purposes for which the individual to whom the personal information relates originally consented to provide it. 
• Your access to such information is a privilege based on your need-to-know for the performance of your duties and must be limited to that.
• If an individual whose personal information was in our databases has requested to have it deleted, it will no longer be accessible for use through engage.   
• If an individual requests access to or correction of their personal information in our databases and the information has been used through engage,  we will refer the request to you to respond as required by law. 
• In your own privacy policies, you must be transparent about your use of engage. 

Contact Us

If you have any questions about this Privacy Policy, You can contact us at privacy@kindsight.io

ascend and connect Privacy Policy

ascend and connect are tools offered by  Kindsight to assist charitable organizations and endeavors in their fundraising efforts.  ascend  offers a CRM and Donor Management Software tailored to each organization. connect  assists in building an integrated constituent and donor portal.

Both are subject to Kindsight’s Privacy Policy. 

We at Kindsight (the “Company”, “We”, or “Us”) are committed to safeguarding the right to privacy.  This Privacy Policy explains how privacy is protected through ascend and connect  We strongly recommend that you read the policy carefully before using ascend and connect .

We may update Our Privacy Policy from time to time to properly reflect our management of personal information. 

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

Respecting the right to privacy on ascend and connect 

If you use ascend and connect  based on personal information of donors from Kindsight’s personal information databases,  you must be aware of and comply with the following obligations, essential to the protection of the right to privacy:   

• Your use of personal information through ascend and connect  must be limited to the purposes for which the individual to whom the personal information relates originally consented to provide it. 
• Your access to such information is a privilege based on your need-to-know for the performance of your duties and must be limited to that.
• If an individual whose personal information was in our databases has requested to have it deleted, it will no longer be accessible for use through  ascend and connect.  
• If an individual requests access to or correction of their personal information in our databases and the information has been used through ascend and connect,  we will refer the request to you to respond as required by law. 
• In your own privacy policies, you must be transparent about your use of ascend and connect.

Contact Us

If you have any questions about this Privacy Policy, You can contact us at privacy@kindsight.io 

AdvancementRM Privacy Policy

This Privacy Policy (“Privacy Policy”) describes how AdvancementRM and our subsidiaries and affiliates (collectively, “AdvancementRM,” “us,” “we,” or “our”)  collect, use and share your personal information in connection with our website at https://kindsight.io/advancementrm/ and any other websites we operate that link to this Privacy Policy (collectively, the “Site”); and our services, our social media profiles, our email communications, and our related products, sales, marketing, or events (collectively, the “Platform”), and the choices that you have with respect to your personal information.

We reserve the right, at any time, to modify this Privacy Policy.  If we make revisions that change the way we collect, use, or share personal information, we will post those changes in this Privacy Policy.  You should review this Privacy Policy periodically so that you keep up to date on our most current policies and practices.  We will note the effective date of the latest version of our Privacy Policy at the top of this Privacy Policy.  Your continued use of the Platform following the posting of changes constitutes your acceptance of such changes.

1. COLLECTION OF PERSONAL INFORMATION

• Personal Information We Collect. The types of personal information we may collect depending on the products and services you request from us. The following are categories (with non-exhaustive examples) of personal information we may collect about you:

• Sources of Personal Information. We obtain the categories of personal information listed above from the following categories of sources:
  • Personal Information You Provide. We collect personal information when you voluntarily submit it to us.  For example, we may collect or receive personal information when you request a demo or enroll for one of our events or webinars.
  • Automatically Collected Personal Information. We, our service providers, and our advertising partners may automatically log information about you, your computer or mobile device, and your activity over time on our Platform and other sites and online services, including the device information and the online activity information described in the table above. Like many online services, the Platform uses cookies and similar technologies to facilitate automatic data collection, such as:
    • Cookies, which are text files that websites store on a visitor‘s device to uniquely identify the visitor’s browser or to store information or settings in the browser for the purpose of helping you navigate between pages efficiently, remembering your preferences, enabling functionality, helping us understand user activity and patterns, and facilitating online advertising.
    • Flash cookies, or locally-stored objects, are used on websites for purposes similar to cookies but allow storage of a larger amount of data.
    • Web beacons, also known as pixel tags or clear GIFs, are typically used to demonstrate that a webpage or email was accessed or opened, or that certain content was viewed or clicked, typically to compile statistics about usage of websites and the success of marketing campaigns.
  • Personal Information Obtained from Third Parties. We may also receive personal information about you from other third-party sources.  For example, we receive personal information from our business and advertising partners, event sponsors, joint marketing partners, affiliates and related companies, social media sites, or companies that provide us with personal information to supplement what we already know about our customers and clients or help us identify new customers.  We may merge or combine such personal information with the other types of personal information we collect about you.

2.USE OF PERSONAL INFORMATION

We may use your personal information for various purposes, including the uses below and as otherwise described in this Privacy Policy or at the time of collection:

• To Provide the Platform and Our Services. We may use your personal information to:
  • provide you with the products, subscriptions, content, features, and services that you request;
  • set up, maintain, and monitor your account on the Platform;
  • process your transactions and purchases;
  • communicate with you about the Platform (including by sending announcements, updates, security alerts, and support and administrative messages);
  • understand your interests, personalize your experience on the Platform, and deliver information about products and services relevant to your interests;
  • respond to your inquiries and requests for customer support, including investigating and addressing your concerns and monitor and improving our responses; and
  • enable security features of the Platform, such as by sending you security codes via email or SMS, and remembering devices from which you have previously logged in.
• For Research and Development. We use personal information to understand and analyze the usage trends and preferences of our users to make our Platform and other offerings better, diagnose technical issues, and develop new features and functionality.  As part of these activities, we may create aggregated, de-identified, or other anonymous data from the personal information we collect.  We make personal information into de-identified data by removing information that makes the data personally identifiable to you. We may use this de-identified data and share it with third parties for our lawful business purposes, including to analyze and improve the Platform and promote our business.
• For Marketing and Promotional Communications. We may send you AdvancementRM-related or other offers, promotions, and marketing communications as permitted by law.  You may opt-out of our marketing communications as described in the “Opt-out of Marketing Communications” section below.
• Advertising. We, our business partners, and our third-party advertising partners may collect and use your personal information for advertising purposes.  We may contract with third-party advertising companies and social media companies to help us advertise our services, identify potential customers, and display ads on our Site and other sites, including through the use of interest-based advertising.  These companies may use cookies and similar technologies to collect information about you (including the device information and online activity information described above) over time across our Platform and other sites and services or your interaction with our emails, and use that information to serve ads that they think will interest you and/or use hashed customer lists that we share with them to deliver ads to you and to similar users on their platforms.  You can learn more about your choices for limiting interest-based advertising, in the “Advertising Choices” section below.
• For Compliance, Fraud Prevention, and Protection. We may use your personal information to:
  • comply with applicable laws, lawful requests, and legal processes (such as to respond to requests from government authorities);
  • maintain the safety, security, and integrity of our Platform, products and services, business, databases, and other technology assets;
  • protect our, your or others’ rights, privacy, safety or property (including by making and defending legal claims);
  • audit our internal processes for compliance with legal and contractual requirements and internal policies;
  • enforce the terms and conditions that govern the Platform; and
  • prevent, identify, investigate and deter fraudulent, harmful, unauthorized, unethical or illegal activity, including cyberattacks and identity theft.

3. SHARING OF PERSONAL INFORMATION

In addition to the specific situations discussed elsewhere in this Privacy Policy or as otherwise described at the time of collection, we may share your personal information with the following categories of recipients:

• Service Providers. We share personal information with third parties and individuals who perform functions on our behalf or help us run our business and the Platform, such as service providers that help us perform email services, website hosting, maintenance services, database management, web analytics, billing, payment processing, marketing, and other purposes.
• Related Companies. We may share your personal information with companies that are affiliated with us (that is, that control, are controlled by, or are under common control with us) or may be affiliated with us in the future for the purposes described in this Privacy Policy.
• Other Users and the Public. Your personal information may be shared with other users and the public on the Platform.  The Platform may provide you with the opportunity to post or make available content, messages, and other information to other users of the Platform or the public, such as when you submit a product review or communicate with us on social media.  We do not control how other users or third parties use any personal information that you make available to them.  Please be aware that any information you post publicly can be cached, copied, screen captured or stored elsewhere by others (e.g., search engines) before you have a chance to edit or remove it.
• Business Transactions. If we sell all or part of its business or make a sale or transfer of assets or are otherwise involved in a corporate divestiture, financing, merger, consolidation, acquisition, reorganization, sale, spin-off, or other disposition of all or any portion of the business or assets of, or equity interests in, AdvancementRM or our related companies (including, in connection with a bankruptcy or similar proceedings), we may transfer your personal information to a third party as part of that transaction, including at the negotiation stage.
• Legal Authorities and Others. We may disclose your personal information to law enforcement, government authorities, and private parties, as we believe in good faith to be necessary or appropriate to comply with law or for the compliance, fraud prevention, and protection purposes described above.
• Advertising and Other Business Partners. We may share your personal information with third-party advertising or joint marketing partners, as well as our other business partners for the purposes described in this Privacy Policy or at the time of collection.
• Public Forum and Messaging. The Platform may provide you with the opportunity to post comments, messages, or reviews in a public forum.  If you decide to submit personal information at these locations, that information will be available to other Users of the Platform.
• Professional Advisors. We may disclose your personal information to our professional advisors, such as lawyers, bankers, auditors and insurers, where necessary in the course of the professional services that they render to us.
• Third parties may include but are not limited to: Microsoft Office 365, Hubspot, Salesforce, Zoom, Google, Cvent, LinkedIn, and Twitter.

4. SECURITY OF PERSONAL INFORMATION

No method of transmission over the Internet, or method of electronic storage, is fully secure.  While we use reasonable efforts to protect your personal information from the risks presented by unauthorized access or acquisition, we cannot guarantee the security of your personal information.

5. YOUR CHOICES

You can make the following choices with respect to your personal information.

• Access or Update Your Personal Information. You may review and update certain account information by logging into your account on the Platform.
• Opt-out of Marketing Communications. You may opt-out of marketing-related emails by following the opt-out or unsubscribe instructions at the bottom of the email, or by contacting us at the email identified in the “Contacting Us” section below. You may continue to receive service-related and other non-marketing emails.
• Cookies. Most browsers let you remove and/or stop accepting cookies from the websites you visit.  To do this, follow the instructions in your browser’s settings.  Many browsers accept cookies by default until you change your settings.  If you do not accept cookies, however, you may not be able to use all functionality of the Platform and our Site may not work properly.  For more information about cookies, including how to see what cookies have been set on your browser and how to manage and delete them, visit allaboutcookies.org.

We use Google Analytics to help us understand user activity and patterns on the Site.  You can learn more about these cookies here and about how Google protects your data here.  You can prevent the use of Google Analytics relating to your use of our Site by downloading and installing a browser plugin available here.

• Advertising Choices. We participate in behavioral-based advertising.  This means that a third party may use technology (e.g., a cookie) to collect information about your use of our Platform so that we can provide advertising about products and services tailored to your interest.  That advertising may appear either on our Platform, or on other websites. 

Some of our advertising partners are members of the Network Advertising Initiative (NAI) and are subject to the Self-Regulatory Principles for Online Behavioral Advertising published by the Digital Advertising Alliance (DAA).  You can obtain more information about these companies’ information collection practices and opt-out of receiving interest-based advertising from participating NAI and DAA members at http://www.networkadvertising.org/managing/opt_out.asp and/or the DAA’s website at optout.aboutads.info.  You can also limit the collection of your information for interest-based ads by blocking third-party cookies in your browser settings or using privacy plug-ins or ad-blocking software that help you block third-party cookies.  In addition, your mobile device settings may provide the functionality to limit the use of the advertising ID associated with your mobile device for targeted online advertising purposes.  If you opt out of interest-based advertisements, you will still see advertisements online but they may be less relevant to you.

Some of the third-party advertising companies we may work with offering their own opt-out options that you can use to limit their use of your information for interest-based advertising.  Please note that we also may work with companies that offer their own opt-out mechanisms, such as Google (https://adssettings.google.com/authenticated), LinkedIn (https://www.linkedin.com/psettings/guest-controls/retargeting-opt-out) and Facebook (https://www.facebook.com/about/ads), or do not participate in the opt-out mechanisms described above.  Even after using these opt-out mechanisms, you may receive interest-based advertising from other companies.

• Do Not Track. Some Internet browsers may be configured to send “Do Not Track” signals to the online services that you visit.  We currently do not respond to “Do Not Track” or similar signals.  To find out more about “Do Not Track,” please visit http://www.allaboutdnt.com.
• Declining to Provide Information. We need to collect personal information to provide certain services.  If you do not provide the information requested, we may not be able to provide those services.

6. INTERNATIONAL TRANSFERS OF PERSONAL INFORMATION

AdvancementRM is headquartered in the United States of America.  If you are from a country outside of the United States of America with laws governing data collection, use, and disclosure that may differ from U.S. law and you provide personal information to us, please note that any personal information that you provide to us may be transferred to the United States of America.  By providing your personal information, where applicable law permits, you hereby specifically and expressly consent to such transfer and processing and the collection, use, and disclosure set forth herein or in any applicable terms of service.

7. OTHER SITES AND SERVICES

Our Platform may contain links to websites, mobile applications, or other online services operated by third parties. When you click on a link to any other website, mobile application, or online service, you will leave our Platform and go to another site, and another entity may collect personal information or anonymous data from you. In addition, our content may be included on other online services that are not associated with us. We have no control over, do not review, and are not responsible for, these third-party online services or for their content or actions. Other online services follow different rules regarding the collection, use, and sharing of your personal information. We encourage you to read the privacy policies of other online services that you visit or use. The links to third-party online services are for your convenience and do not signify our endorsement of, or affiliation with, any third party or its services.

8. NOTICE FOR CALIFORNIA RESIDENTS

This section applies only to California residents.  It describes how we collect, use and share the personal information of California residents when we act as a “business” as defined under the California Consumer Privacy Act of 2018 (“CCPA”), and their rights with respect to their personal information.  For purposes of this section, “personal information” has the meaning given in the CCPA but does not include information exempted from the scope of the CCPA.  In some cases, we may provide a different privacy notice to certain categories of California residents, in which case that notice will apply instead of this section.

• Personal Information That We Collect, Use, and Disclose. We describe:
  • the categories of personal information we may have collected about you in the preceding 12 months in the section above called “Collection of Personal Information”;
  • the categories of sources from which we collect your personal information in the section above called “Sources of Personal Information”;
  • the business and commercial purposes for which we collect this information in the section above called “Use of Personal Information”; and
  • the categories of third parties to whom we disclose this information in the section above called “Sharing of Personal Information”.

AdvancementRM must also disclose whether the following categories of personal information are disclosed for a “business purpose” or “valuable consideration” as those terms are defined under the CCPA.  The CCPA also calls this latter category a “sale.”

Note that while a category below may be marked, that does not necessarily mean that we have personal information in that category about you.

In the preceding twelve months, we have disclosed the following categories of personal information in the manner described:

• Your Rights as a California Resident. The CCPA provides California with the rights listed below:
• Right to Access.  You have the right to request that AdvancementRM disclose certain information to you about our collection and use of your personal information over the past 12 months, including:
  • The categories of personal information we collected about you.
  • The categories of sources of the personal information we collected about you.
  • Our business or commercial purpose for collecting that personal information.
  • The categories of third parties with whom we share that personal information.
  • The specific pieces of personal information we collected about you.
• Right to Erase/Delete.  You have the right to request that AdvancementRM delete any of your personal information that we collected from you and retained, subject to certain exceptions.
• Right to Opt-Out of Sales.  If we “sell” your personal information, you can opt out.
• Right to Nondiscrimination.  You are entitled to exercise the rights described above free from discrimination in the form or legally prohibited increases in the price or decreases in the quality of our products and services.

Please note that these rights are not absolute and in some cases, we may not be able to respond to your request, such as when a legal exemption applies or if we are not able to verify your identity.

• How to Exercise Your California Privacy Rights.
• Access and Deletion Rights.  To exercise the access and deletion rights described above, please submit a request to us and provide the information we request that is required to verify your request by emailing us at privacy@kindsight.io
• Right to Opt-Out of the “Sale” of Personal Information.  Under California law, some of the data we share with our advertising partners may qualify as a “sale” as defined under the CCPA.  To exercise your right to opt-out of such “sale”, please email us at privacy@kindsight.io

When exercising your rights or otherwise assisting you, we may need to request specific information from you to help us confirm your identity.  This is a security measure to ensure we do not disclose personal information to any person who is not entitled to receive it.  We may also contact you to ask you for further information in relation to your request to speed up our response.

You may also designate an authorized agent to make a request on your behalf.  If you do so, we may require the requester’s proof of identification, the authorized agent’s proof of identification, and any other information that we may request in order to verify your request, including evidence of valid permission for the authorized agent to act on your behalf.

You will not have to pay a fee to access your personal information (or to exercise any of the other rights).  However, we may charge a reasonable fee or decline to comply with your request if your request is clearly unfounded, repetitive, or excessive.

We try to respond to all legitimate requests within 45 days of your request.  Occasionally it may take us longer than 45 days to respond, for instance, if your request is particularly complex or you have made a number of requests.  In this case, we will notify you of the delay and may continue to update you regarding the progress of our response.

9. COOKIE POLICY

AdvancementRM uses cookies and similar technologies to recognize you when you visit our website (https://kindsight.io/advancementrm/). You can visit our Cookie Policy page to see what these technologies are and why we use them, as well as your rights to control our use of them.

Contact Us

If you have any questions about this Privacy Policy, You can contact us at privacy@kindsight.io