Privacy Policy
The Funding Studio and The Funding Suite
Effective Date: Upon publication
Last Updated: November 9, 2026
1. Our Commitment to Privacy
The Funding Studio and The Funding Suite value the trust placed in us by donors, clients, sponsored projects, members, professional partners, and website visitors.
This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information in connection with our websites, programs, subscriptions, charitable activities, and professional services.
The Funding Studio is a nonprofit charitable organization. The Funding Suite is a separately organized business entity.
Each organization is responsible for personal information it controls. Where the organizations collaborate or use common technology, information is shared only for appropriate, disclosed, and lawful purposes.
This Policy applies to our websites, member portals, applications, subscription programs, educational services, events, donation and fundraising activities, and related communications.
2. Personal Information We Collect
The information collected depends on your relationship with us.
Contact and Account Information
We may collect names, email addresses, telephone numbers, mailing addresses, organization names, professional titles, login details, account preferences, and customer service records.
Subscription and Transaction Information
We may collect subscription selections, enrollment dates, renewal dates, invoices, payment status, transaction history, purchased Services, and billing information.
Payment credentials may be collected and processed directly by authorized payment processors rather than our ordinary website forms.
Donor and Charitable Giving Information
We may collect donor contact information, donation amounts, contribution dates, designated purposes, giving preferences, communications, gift acknowledgments, and information necessary to administer contributions.
For complex charitable gifts, we may collect additional information relevant to securities, property, financial assets, ownership, valuation, or compliance.
Fiscal Sponsorship and Client Information
We may collect applications, budgets, organizational documents, grant materials, expense records, tax forms, banking documentation, contracts, reports, and other information required to evaluate or administer Services.
Professional and Research Information
In providing development, fundraising, and advisory Services, we may collect professional histories, organizational affiliations, publicly available philanthropic information, donor interests, and appropriately obtained research data.
Educational and Community Information
We may collect course registration details, attendance, community participation, communications, submitted content, feedback, and information connected with events or educational programs.
Technical and Website Information
Depending on the technology in use, we and our authorized providers may collect IP addresses, browser characteristics, device information, approximate location, usage activity, security logs, and cookie-related information.
Communications
We may retain correspondence, consultation records, support requests, feedback, and related communications.
3. Sources of Information
We collect information directly from individuals and authorized representatives.
We may also receive information through referrals, charitable donation platforms, payment processors, public records, professional research sources, event registrations, service providers, and other lawful sources.
Individuals and organizations submitting information about others are responsible for having any permissions required by law.
4. How We Use Information
We use personal information as reasonably necessary to:
- Deliver and administer our Services
- Register and maintain accounts
- Manage subscriptions and payments
- Evaluate fiscal sponsorship applications
- Administer charitable contributions and sponsored project funds
- Fulfill grant, accounting, and regulatory requirements
- Conduct appropriate fundraising and philanthropic research
- Provide advisory, consulting, and educational Services
- Maintain donor and client communications
- Coordinate events, programs, and professional referrals
- Manage membership communities
- Respond to requests and provide support
- Protect our systems and detect fraud
- Maintain required business and nonprofit records
- Communicate material operational changes
- Improve our websites, programs, and service delivery
- Send optional marketing and educational communications
- Comply with applicable laws and contractual obligations
We do not use personal information for materially unrelated purposes without an appropriate legal basis and any required notice or consent.
5. How Information Is Shared
We may disclose information to authorized parties when necessary for legitimate business, charitable, or legal purposes.
Service Providers
We use third-party platforms for payment processing, communications, account management, fundraising, financial administration, learning management, scheduling, document storage, and other operational activities.
Providers may include Zoho, Mazlo, Every.org, Google Workspace, Zoom, and additional vendors used by the relevant organization.
These providers may process information according to their contractual roles and applicable privacy terms.
Staff, Contractors, and Professional Advisors
Authorized employees, contractors, consultants, accountants, attorneys, and other advisors may receive information necessary for their responsibilities.
We seek to limit access to appropriate personnel and purposes.
Donors, Grantors, and Project Representatives
Information may be shared when necessary to administer contributions, grants, charitable restrictions, authorized stewardship, and sponsored project obligations.
Information provided to sponsored projects must be used only for permitted purposes and in accordance with applicable restrictions.
Between The Funding Studio and The Funding Suite
The organizations may share information when necessary to provide an authorized joint or complementary Service, maintain legitimate administrative operations, or fulfill an applicable agreement.
Neither organization has unrestricted access to the other's confidential information merely because they are affiliated or collaborate.
Shared information remains subject to applicable privacy, confidentiality, nonprofit, and legal requirements.
Legal and Regulatory Disclosures
We may disclose information to comply with legal obligations, valid legal process, financial reporting, charitable compliance, security investigations, or other lawful requirements.
6. Donor Privacy and Confidentiality
Donor information is treated as confidential and used for appropriate charitable and administrative purposes.
We do not sell donor mailing lists or donor information to unrelated organizations for independent marketing.
We do not publicly disclose individually identifiable donation amounts without an appropriate basis or authorization.
Donors may request anonymity in public acknowledgments, subject to legal reporting requirements.
Financial, legal, accounting, and compliance disclosures may still be necessary.
Sponsored projects may receive donor information necessary for permitted stewardship and administration, but such access does not convey unrestricted ownership or usage rights.
7. Cookies and Website Technologies
Our websites may use essential cookies and related technologies to maintain security, support website functionality, recognize preferences, or operate connected services.
Additional analytics or marketing technologies may be used only as reflected in our actual website configurations and applicable notices.
Where legally required, we will provide relevant choices, consent mechanisms, or opt-out options.
Users may be able to control certain technologies through browser settings.
Website-specific cookie and tracking disclosures will be provided following verification of the technologies operating on each site.
This Policy does not represent that advertising tracking is absent or that particular tracking technologies are active without verification.
8. Marketing and Communications
We may send newsletters, educational information, event invitations, program announcements, and service updates.
Users may unsubscribe from optional marketing emails using the unsubscribe mechanism included in those communications or by contacting us.
Necessary service, billing, security, compliance, and transaction-related communications may continue when appropriate.
Marketing practices will comply with applicable consent and communication requirements.
9. Information Security
We use reasonable administrative, technical, and organizational measures designed to protect information appropriate to its sensitivity.
Measures may include access controls, authentication, secure third-party systems, confidentiality obligations, staff procedures, and appropriate oversight.
We restrict access to confidential client, donor, project, and financial information to authorized purposes.
No information system can be guaranteed completely secure.
If an incident occurs, we will investigate and provide notifications where required by applicable law.
Users should promptly report suspected unauthorized access or misuse of information.
10. Financial and Sensitive Information
Financial documentation, tax information, payment records, and other sensitive materials may require heightened security procedures.
Users should submit these materials only through authorized methods.
We do not require clients to enter passwords or full payment-card information into ordinary contact forms.
Banking and financial records may be shared with authorized financial institutions, processors, advisors, or regulators where necessary.
11. Artificial Intelligence and Automation
We may use authorized software and automation to support administrative processes, research, writing, analysis, scheduling, and service delivery.
We do not authorize unrestricted disclosure of confidential donor records, client financial documents, sensitive tax information, account credentials, or protected project materials to unapproved public AI tools.
Personnel and service providers must follow applicable confidentiality, data security, and contractual restrictions.
Where required by law, we will provide notice or obtain appropriate consent for material uses of personal information involving automated decision-making or other regulated processing activities.
12. Data Retention
We retain personal information for periods reasonably necessary to deliver Services, fulfill contracts, meet legal and financial requirements, maintain appropriate records, protect legal rights, and satisfy nonprofit compliance obligations.
Different categories of information may require different retention periods.
Certain donor, grant, tax, accounting, and fiscal sponsorship records must be preserved after the associated account or project closes.
When retention is no longer justified, information will be deleted, deidentified, or securely disposed of as appropriate.
Third-party systems may maintain information according to their own lawful retention obligations.
13. Your Privacy Rights
Depending on your location, the organization responsible for the information, and applicable law, you may have rights to request:
- Access to certain personal information
- Correction of inaccurate information
- Deletion of eligible information
- Information about specified disclosures
- Opt-out of certain data uses
- Withdrawal of consent where applicable
- Additional protections for sensitive information
- Review or appeal of certain privacy decisions
These rights are not universal and may be subject to lawful exceptions.
Information required for tax, accounting, contractual, charitable, security, or other legal obligations may need to be retained.
Requests can be submitted to admin@thefundingstudio.org or the privacy contact published by The Funding Suite.
We may verify identity or authority before responding and will comply with applicable response deadlines.
We will not unlawfully discriminate against individuals for exercising their privacy rights.
14. State Privacy Requirements
Certain U.S. residents may have additional rights under applicable state privacy laws.
The applicability of those laws depends on factors including organizational status, business activity, data processing, and statutory thresholds.
Where additional requirements apply, we will make available the legally required disclosures and rights mechanisms.
Any required state-specific privacy supplement will form part of this Policy.
15. Children's Privacy
Our general websites and paid Services are intended primarily for adults and authorized organizational representatives.
We do not knowingly collect information directly online from children under 13 in violation of applicable law.
Programs involving minors may require additional permissions and safeguards.
If we learn that information has been collected unlawfully, we will take appropriate corrective action.
16. International Data Processing
Our operations are based in the United States.
Information may be stored or processed in the United States or other locations where authorized providers operate.
Additional safeguards or notices will be provided where required by applicable international privacy laws.
17. Third-Party Websites and Platforms
Our websites may link to independent donation services, financial platforms, event registrations, learning tools, social networks, and external websites.
These services may maintain their own privacy policies and terms.
We encourage users to review those policies before submitting information.
18. Changes to This Policy
We may update this Policy to reflect changes in technology, Services, operations, or legal requirements.
The current Policy will be posted with its effective date.
Material changes will be communicated or subject to consent as required by law.
19. Contact Information
The Funding Studio/ The Funding Suite
Email: admin@thefundingstudio.org
Website: https://thefundingstudio.org
