Privacy Policy

Effective Date: March 13, 2026
Last Updated: March 13, 2026

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The Philanthropic Advisory (“The Philanthropic Advisory,” “we,” “us,” or “our”) is an Elm Place Collaborative, LLC venture. We respect your privacy and are committed to protecting the personal information you share with us through our website, communications, and related services.

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This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, complete a form, subscribe to communications, schedule a consultation, or otherwise interact with us.

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By using our website, you agree to the practices described in this Privacy Policy.

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1. Information We Collect

We may collect the following categories of information:

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Information You Provide Directly

We may collect information you voluntarily provide, including:

• Name

• Email address

• Phone number

• Organization name

• Job title

• Mailing address

• Information submitted through inquiry forms, intake forms, newsletter sign-ups, scheduling tools, or contact forms

• Any other information you choose to provide in your message or communication with us
   

Information Collected Automatically

When you visit our website, we may automatically collect certain information, such as:

• IP address

• Browser type

• Device type

• Operating system

• Referring URLs

• Pages viewed

• Time spent on pages

• Date and time of visit

• Website usage and interaction data collected through cookies or analytics tools
   

Information from Third Parties

We may receive information from third-party platforms or tools you use to interact with us, such as:

• Website analytics providers

• Email marketing platforms

• Scheduling tools

• Payment processors

• Social media platforms

• Advertising or retargeting tools, if used
   

2. How We Use Your Information

We may use your information to:

• Respond to inquiries and requests

• Provide consulting, advisory, and related services

• Schedule meetings or consultations

• Send newsletters, updates, marketing messages, or service-related communications

• Improve our website, services, and user experience

• Analyze website traffic and engagement

• Maintain internal records

• Process payments, if applicable

• Protect against fraud, misuse, or unauthorized activity

• Comply with legal obligations
   

3. Legal Bases for Processing

Depending on your location, we may process your information based on:

• Your consent

• Our legitimate business interests

• Performance of a contract or pre-contractual request

• Compliance with legal obligations
   

4. Cookies and Tracking Technologies

Our website may use cookies, pixels, analytics tools, and similar technologies to improve performance, understand user behavior, and support marketing efforts.

These technologies may help us:

• Recognize returning visitors

• Analyze traffic and engagement

• Save preferences

• Improve website functionality

• Measure campaign performance

You can usually control cookies through your browser settings. Disabling cookies may affect website functionality.
 

5. How We Share Information

We do not sell your personal information. We may share your information in limited circumstances, including with:

• Service providers who help operate our website or business

• Email marketing platforms

• CRM and scheduling providers

• Website hosting providers

• Analytics providers

• Payment processors

• Professional advisors, such as legal or accounting professionals

• Government authorities or legal parties where required by law or to protect rights and safety

We may also disclose information in connection with a merger, acquisition, sale, restructuring, or transfer of assets.
 

6. Data Retention

We retain personal information only for as long as reasonably necessary to:

• Fulfill the purposes described in this Privacy Policy

• Provide services

• Maintain business records

• Comply with legal, tax, accounting, or regulatory obligations

• Resolve disputes and enforce agreements
   

7. Your Privacy Rights

Depending on your jurisdiction, you may have the right to:

• Request access to personal information we hold about you

• Request correction of inaccurate information

• Request deletion of your information

• Request that we limit certain processing

• Opt out of marketing communications

• Request information about how your data is used or disclosed
   

To make a privacy-related request, contact us using the information below.

If you no longer wish to receive marketing emails, you may unsubscribe at any time using the link provided in the message or by contacting us directly.
 

8. Data Security

We use reasonable administrative, technical, and organizational safeguards to protect personal information. However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security.
 

9. Third-Party Links

Our website may contain links to third-party websites, tools, or resources. We are not responsible for the privacy practices, content, or security of those third parties. We encourage you to review their privacy policies before providing information.
 

10. Children’s Privacy

Our website and services are intended for adults and business users. We do not knowingly collect personal information from children under 13. If we learn that we have collected personal information from a child under 13 without appropriate consent, we will take steps to delete it.
 

11. Do Not Track

Some browsers offer a “Do Not Track” setting. Because there is not yet a consistent industry standard for responding to these signals, our website may not respond to Do Not Track requests unless otherwise required by applicable law.
 

12. State Privacy Rights

If you are a resident of a state with applicable privacy laws, including California or other U.S. states with consumer privacy protections, you may have additional rights regarding access, deletion, correction, and opt-out requests. To exercise those rights, contact us using the information below.
 

13. International Visitors

If you access our website from outside the United States, please note that your information may be transferred to, stored in, and processed in the United States or other jurisdictions where our service providers operate.
 

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Your continued use of the website after changes are posted constitutes acceptance of the revised Privacy Policy.
 

15. Contact Us

If you have questions about this Privacy Policy or would like to make a privacy-related request, please contact:

The Philanthropic Advisory
An Elm Place Collaborative, LLC venture
5900 Balcones Drive #20830 Austin, TX 78731
info@elmplacecollaborative.com
(817) 616-9464
www.thephilanthropicadvisory.com