|
Presbyterian Foundation Internet Privacy Policy Due to the unique nature of Internet transactions, we have additional policies and procedures in place to protect your personal and financial information on the Internet. E-mail and e-mail addresses When you send the Foundation an e-mail, we may retain your message and our response for quality assurance purposes. It is important to remember that regular (non-encrypted) email is not secure. Planning tools and calculators Children's
information Working with other companies Presbyterian Foundation Privacy Policy This Notice applies only to Foundation donors who have a direct relationship with us. (If you established an account with -- or otherwise donated to -- the Foundation through another charitable organization, their privacy policies may apply.) This notice applies to donors who come to us and establish a charitable gift, regardless of which gift plan is selected. Donors who add to an already established permanent fund, however, are not covered by this notice. In these situations, we may, and often do, advise the donor who created the fund originally that you have added to the fund they established. Our privacy policy will continue to cover information we may collect about you at the time a gift is established with the Foundation, during the life of that gift and after its conclusion. Please note that we may amend this Notice at any time and will inform you of any changes to this Notice as required by law. We respect your privacy What personal information do we collect about you? For Example:
When do we disclose personal information we collect about you? To serve you better and manage your charitable gift, we may disclose personal information we collect about you to our affiliated companies and to non-affiliated third parties as set forth below. a. Information we disclose to our affiliated companies In order to manage your account(s) effectively, including servicing and processing your transactions, to let you know about products and services offered by us and our affiliated companies, and as otherwise required or permitted by law, we may disclose personal information to our affiliated companies. Offers for products and services from our affiliated companies are developed under conditions designed to safeguard your personal information. b. Information we disclose to third parties We do not disclose personal information that we collect about you to non-affiliated third parties, except to enable them to provide services on our behalf, to perform certain joint marketing and servicing agreements with other financial institutions, or as otherwise required or permitted by law. For example, some instances where we may disclose information about you to non-affiliated third parties include: for servicing and processing transactions, to offer our own products and services, to protect against fraud, for institutional risk control, to respond to judicial process or to perform services on our behalf. When we share personal information with these companies, they generally are required to limit their use of personal information to the particular purpose for which it was shared and they generally are not allowed to share personal information with others except to fulfill that limited purpose. How do we protect the security and confidentiality of personal information we collect about you? How can you limit the sharing of certain types of personal information with our affiliated companies? We respect your privacy and offer you choices as to whether we share with our affiliated companies personal information that we collected to determine your eligibility for products and services you request ("eligibility information"). Please note that, even if you direct us not to share eligibility information with our affiliated companies ("eligibility opt out"), we may still share personal information, including eligibility information, with those companies in circumstances excluded from the opt out under applicable law, such as to process transactions or to service your account. We may also share certain other types of personal information with our affiliated companies such as your name, address, telephone number, e-mail address and account number(s), and information about your transactions and experiences with us. If you wish to opt out, you may do so by:
Additionally, independent of your right to direct us not to share your eligibility information with our affiliated companies, you may limit our affiliates from marketing ("marketing opt out") their products or services to you based on eligibility information that we share with them. This limitation does not apply in certain circumstances, such as if you currently do business with one of our affiliates or if you ask to receive information or offers from them. If you wish to limit such marketing offers, you may do so by:
If you choose to write to us for either eligibility opt out or marketing opt out, your written request should include your name, address, telephone number and account number(s) to which the opt out applies and should not be sent with any other correspondence. In order to process your request, we require that the request be provided by you directly and not through a third party. If you have previously notified us about your privacy preferences, it is not necessary to do so again unless you decide to change your preferences. Your opt-out preference will remain in effect with respect to this Policy (as it may be amended) until you notify us otherwise in writing. If you have a joint account, your direction for us not to share this information with our affiliated companies will be applied to all account holders on that account. Important information for residents of California and Vermont If you are a resident of Vermont, you are automatically considered to have opted out of sharing with our affiliated companies. Additionally, if you are a resident of Vermont, we will only share your personal information pursuant to a joint marketing agreement as allowed by applicable law. If you are a California resident, you have additional rights to limit how we use your personal information. Please refer to the document entited "Important Privacy Choices for Consumers." |
|
|||||||||||||||||||||||||||||||||
