DAFgiving360® Privacy Notice

Effective: June 3, 2026

This Privacy Notice (“Notice”) describes how Donor Advised Charitable Giving, Inc. (“DAFgiving360”, “we,” “our,” “us”) collects, uses, and shares certain personal information obtained when you visit our website (“Site”) or enroll in services provided by us (together, the “Services”). By using our Services and providing us with personal information about you, you are agreeing to the terms described in this Notice.

Information We Collect

We collect personal information directly from you when you browse, use, or otherwise interact with our Services, including when you open a donor-advised fund (DAF) account, visit our Site, or contact us. We may also collect information about you from our partners, including Charles Schwab & Co. and its affiliates, service providers, and other third parties, such as marketing partners and third parties that we use to verify your identity.

Account applications. When you create an account with DAFgiving360, we collect personal information from you in order to process your application, including name, phone number, address(es) and email address; Social Security number and date of birth; information relating to your donation or any secondary account holder; as well as other information necessary to verify your identity.

Transaction and experience information. After you have opened a DAF account with us, we collect personal information about transactions and experiences with DAFgiving360 related to that account, including contributions, grant recommendations, and similar information relating to the donor’s DAF account.

Other personal information collected through use of the Services. We collect information automatically when you use the Services, including when you browse our Site. To the extent you use certain features of the Site, such as the “Contact Us” feature, we will collect the personal information you provide to us, which may include your name, email address, and phone number.

Web logs. Web logs automatically record information and details about your online interactions with us. For example, web logs may record information about your visit to our Site on a particular time and day and collect information such as your device ID or IP address.

Cookies. Our websites and online services may store or retrieve information on or about your browser, mostly in the form of small files called cookies and similar technologies (together, "cookies"). Cookies ensure our websites work as intended and enable us to personalize and capture your preferences on our websites, measure the effectiveness of advertisements and web searches, and improve your experience with our products.

Our cookies are organized into the following categories:

• Necessary Cookies 
  Our websites need these cookies to function. Necessary cookies are usually set when you take specific action, such as logging in, setting your privacy preferences, or completing forms.
• Functional Cookies 
  These cookies help us personalize our websites and enhance how they function. Functional cookies can be set by us or by a third-party provider servicing our websites.
• Analytical Cookies 
  These cookies help us track how our website performs, such as counting visits, traffic sources, and other data points. Analytical cookies help us learn which pages perform best, which ones need work, and how visitors like you navigate the website. The information from these cookies is analyzed at an aggregate level.
• Marketing Cookies
  We work with advertising partners to optimize our digital marketing. These cookies do not capture details like your name or email address. We use information from marketing cookies to measure the performance of our digital marketing. The information also may be used to show you relevant advertisements on other websites.

To disable cookies, adjust the settings on your browser (e.g., Chrome, Edge, Safari). Disabling cookies may impact your experience on or ability to navigate our websites.

Pixel tags. A pixel tag (also known as a web beacon, clear graphics interchange format (GIF), pixel, or tag) is an image or a small string of code that may be placed in an advertisement or email. It allows companies to set or read cookies or transfer information to their servers when you load a webpage or interact with online content. For example, on our Site and in emails we sometimes include a GIF. They allow us to keep your session active while you may be doing research (such as which organizations to donate to) so that you will not have to log in again when you return to the Client Center. In an email message, we may embed a GIF in the message that allows us, for example, to determine if your email reader is HTML capable or how fast your connection to the Internet is. This allows us to deliver content in a format most appropriate to your computer's capabilities.

SDKs and mobile advertising IDs. Our Services may include third-party software development kits (“SDKs”) that allow us and our service providers to collect information about your activity. In addition, some mobile devices come with a resettable mobile advertising ID (such as Apple’s IDFA and Google’s Advertising ID) that, like cookies and pixel tags, allow us and our service providers to identify your mobile device over time for advertising purposes.

Third-party plugins. Our Services may include plugins from other companies, including social media companies. These plugins may collect information about the pages you visit and share it with the company that created the plugin even if you do not click on the plugin. These third-party plugins are governed by the privacy policies and terms of the companies that created them.

Third-party online tracking and behavioral advertising. We may partner with certain third parties to collect, analyze, and use some of the personal and other information described in this section to provide you with DAFgiving360 advertisements that may be relevant to your interests, as determined by your activity on DAFgiving360 and non-DAFgiving360 websites. Advertising companies may use cookies to understand your interests based on, for example, pages visited and browsing patterns.

Aggregated and de-identified information. From time to time, we may aggregate or de-identify information about your use of our Services, such as pages you visit or your transactions, and share that information with third parties. Such aggregated information will not identify you personally.

How We Use and Process Your Information

We use and process your information for the following purposes:

• To provide our Services, which includes managing your DAF account, recommending grants, facilitating succession planning, and processing your contributions;
• To respond to your inquiries and deliver customer support;
• To ensure compliance with legal obligations;
• To enhance our products, services, and overall user experience;
• To offer marketing communications and recommendations we believe may be of interest to you;
• To assess the effectiveness of our advertisements and communications;
• To safeguard against and prevent fraud and unauthorized transactions, investigate complaints and claims, verify identity, and implement other security measures;
• To manage and administer our organization.

With Whom and Why We Share Your Information

We share your information with other parties for a variety of purposes related to the operation of our business, as described below.

Partners. We have entered into a number of arrangements with Charles Schwab & Co., Inc.® to provide investment management and administrative services. We share information with Charles Schwab & Co., Inc. and its affiliates, so that they can provide you with investment management services and so that they can market their products and services to you. We also share information with Charles Schwab & Co., Inc. so that they can provide administrative services to DAFgiving360.

Third-party service providers.  DAFgiving360 also uses third-party service providers that perform Services on our behalf, including, web-hosting companies, IT infrastructure and support, customer communication, marketing, and other similar services. These service providers may collect and/or use your information, including information that identifies you personally, to assist us in achieving the purposes discussed above.

Analytics. We partner with certain third parties to obtain the automatically collected information discussed above and to engage in analysis, auditing, research, and reporting. These third parties may use server logs or pixel tags, and they may set and access cookies on your computer or other device.

Interest-based advertising. Our Services may also enable third-party tracking mechanisms to collect information about you and your computing devices for use in online interest-based advertising. For example, third parties may use the fact that you visited our Site to target online ads to you. In addition, our third-party advertising networks might use information about your use of our Site to help target advertisements based on your online activity in general. If you access the DAFgiving360 Site via a DAFgiving360 sponsored advertising link through an Internet search engine, such as Google, those search engines may collect Internet usage information about you that may be shared with DAFgiving360.

You may also opt out of an Internet search engine's use of cookies by contacting the company. Google's opt-out policy may be found at http://www.google.com/privacy_ads.html.

You may also remove yourself from the targeted advertising of companies within the Network Advertising Initiative by opting out here. For additional information about interest-based advertising practices, including privacy and confidentiality, visit the Network Advertising Initiative website or the Digital Advertising Alliance website.

Legal purposes. We also may use or share your information with third parties, including government agencies or other regulatory bodies and law enforcement officials, when we believe, in our sole discretion, that doing so is necessary:

• To comply with applicable law or a court order, subpoena, or other legal process or otherwise to cooperate with appropriate law enforcement or regulatory investigations;
• To investigate, prevent, or take action regarding illegal activities, suspected fraud, violations of our terms and conditions, or situations involving threats to our property or the property or physical safety of any person or third party;
• To establish, protect, or exercise our legal rights or defend against legal claims; or
• To facilitate the financing, securitization, insuring, sale, assignment, bankruptcy, or other disposal of all or part of our business or assets.

Correcting and Updating Your Information

If you have a DAF account with us or are associated with a donor’s account and have a concern about your personal or account information maintained at DAFgiving360, or want to correct, update, or confirm your information, please call us at 800-746-6216. We will be happy to review and update our records as appropriate. Account holders and others associated with a donor’s account may also log in to the Client Center and send us an email from the Contact Us section.

Others who use our Services can also contact us at 800-746-6216 to correct, update or confirm your personal information.

Email Communications and Opting Out

Email is an important communication channel between DAFgiving360 and our donors.

Email sent from within DAFgiving360’s Client Center is secured with Secure Socket Layer (SSL) technology. Please remember that any email from you to DAFgiving360 identifying your DAF account should be sent from the secure Client Center.

We may also use your email address to send you information about services and products we believe may be of interest to you. If you do not want to receive email related to these services and products, send us an email from the Contact Us section in the Client Center, or call us at 800-746-6216.

If you receive an email from us about a product or service, you may unsubscribe to future emails about that product or service by following the instructions in the email message.

External Links

The Site may contain links to third-party websites. If you use these links, you will leave the Site. We do not control and are not responsible for any of these sites, their content, or their privacy policy. Thus, we do not endorse or make any representations about them, or any information, software, or other products or materials found there, or any results that may be obtained from using them. If you decide to access any of the third-party sites listed on our Site, you do so at your own risk.

Data Security

We employ physical, technical, and administrative procedures to safeguard the personal information we collect online. However, no website is 100% secure, and we cannot ensure or warrant the security of any information you transmit to the Services or to us. You transmit such information at your own risk.

However, you can also help protect your identity and accounts. Here are a few steps to remember:

• We will never request your account number, login password, or Social Security number in either a non-secure or unsolicited email communication.
• Be sure to shred documents that contain personal information.
• Check your credit report regularly for unauthorized activity and protect your personal identification numbers (PINs) or personal data.

Location of Data Processing

DAFgiving360 operates its business in the United States and does not direct its activities to individuals in the European Union or European Economic Area. In the event that you access the Services from outside the United States, the information that we collect through or in connection with the Services will be transferred to and processed in the United States for the purposes described above. We also may subcontract the processing of your information to, or otherwise share your information with, affiliates or third parties in the United States or countries other than your country of residence. The data-protection laws in these countries may be different from, and less stringent than, those in your country of residence. By using the Services or by providing any personal or other information to us, you expressly consent to such transfer and processing.

Minors

Our Services are directed at individuals that are 18 years of age or older. To be eligible to open an account with DAFgiving360, individual account holders must be at least 18 years of age.

Updates to this Notice

DAFgiving360 reserves the right to modify its Notice at any time, for any reason. DAFgiving360 will post all such changes on the Site. We encourage you to review this page periodically to review the current Notice in effect.

How to Contact Us

Should you have any questions or concerns about this Notice, you can contact us by calling 800-746-6216, or by mail at:

DAFgiving360
9800 Schwab Way
Lone Tree, CO 80124