Legal

Privacy Policy

Last updated: March 2026

Introduction

Investors Philanthropic ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

We may collect information about you in a variety of ways, including:

  • Personal data you provide directly (name, email address, phone number, etc.)
  • Financial information necessary to process contributions and grants
  • Usage data collected automatically when you visit our website
  • Communications you send to us

How We Use Your Information

We use the information we collect to:

  • Establish and manage your Donor-Advised Fund account
  • Process contributions and grant recommendations
  • Communicate with you about your account and our services
  • Send you information about our programs and nonprofit spotlights (with your consent)
  • Comply with legal and regulatory requirements
  • Improve our website and services

Information Sharing

We do not sell, trade, or otherwise transfer your personal information to outside parties except as described in this policy. We may share information with trusted third parties who assist us in operating our website and conducting our business, provided those parties agree to keep this information confidential.

Anonymous Giving

Investors Philanthropic supports anonymous giving. If you wish to make a grant recommendation anonymously, please indicate this preference when submitting your recommendation, and we will honor your request to the extent permitted by law.

Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure.

Your Rights

You have the right to access, correct, or delete your personal information. To exercise these rights or if you have questions about this Privacy Policy, please contact us at [email protected] or call 949-787-2775.

Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Investors Philanthropic
1 Upper Newport Plaza Dr
Newport Beach, CA 92660
Email: [email protected]
Phone: 949-787-2775