Legal

Privacy Policy

Last updated: November 9, 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.

Donations and Payments

Card donations and payments are processed by Authorize.net. We receive your name, contact details, the amount and the last digits of your card so we can send your receipt and acknowledgment; we do not store full card numbers on our website.

Cookies and Analytics

Our site uses only the cookies and browser storage it needs to work, such as remembering your cookie choice. With your permission we also use Google Analytics to understand which pages are useful. Analytics cookies are not set until you choose Accept on the cookie banner, and nothing is set if you choose Decline. You can change your choice at any time with the link at the bottom of every page. We do not use advertising pixels.

Text Messages

If you give us your mobile number and agree to receive texts, we may send messages about your donation, event registration, or program updates you asked for. Consent is not a condition of any donation or purchase. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Mobile numbers and text-message opt-in data are never sold or shared with third parties for their own marketing purposes.

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 hello@investorsphilanthropic.org or call 714-478-3494.

California residents have the right to know what personal information we collect, use and disclose; to get a copy of it; to correct it; to have it deleted; and not to be discriminated against for exercising these rights. We will confirm a request within 10 business days and respond within 45 days, and we may ask you to confirm details we already hold to verify your identity. You may use an authorized agent. We do not sell your personal information and we do not share it for cross-context behavioral advertising.

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: hello@investorsphilanthropic.org
Phone: 714-478-3494