Trust Center

We collect information directly from you, from your interactions with our platform, and occasionally from third parties.

• Account Information: When you register, we collect your first name, last name, email address, and a secure password.
• Estate Planning Data: To generate your legal documents, you may provide your full name, date of birth, address, phone number, family and marital status, end-of-life preferences, and the specific charitable causes you wish to include in your plan.
• Third-Party Information: You may provide names and contact information for individuals you designate as executors, guardians, beneficiaries, or agents. You confirm you have the right to share their details for the purpose of completing your estate plan.
• Automated Usage Data: We use cookies, web beacons, and similar tracking technologies to collect data about your device and site usage. This includes IP addresses, browser types, operating systems, page views, and navigation paths to ensure our platform remains fast and modern.

LotusGiving processes your data to deliver a secure, donor-centered experience. We use your information to:

• Generate your requested estate planning documents and manage your account.
• Send transactional updates, security alerts, and account confirmations.
• Process and track charitable gift designations.
• Analyze aggregated, anonymized data to improve our software and publish broader philanthropic trends.
• Deliver tailored marketing and interest-based advertising (with your consent, where required).
• Prevent fraud, enforce our Terms of Service, and maintain the security of our platform.

Note: We never share consumer phone numbers or text messaging opt-in data with third parties for their own promotional purposes.

Our platform is built around the relationship between a donor and the cause they love. We only share your personal data under the following circumstances:

• Nonprofit Beneficiaries: If you choose to include a charitable cause in your estate plan, you will be given the option to share your contact information and gift details with that organization.
• Service Providers: We share data with trusted, privacy-compliant vendors who host our servers, deliver emails, and support our business operations.
• Legal & Corporate Obligations: We may disclose information to attorneys, auditors, or law enforcement if required to protect our rights, prevent fraud, or comply with legal mandates. Data may also be transferred during a corporate merger, acquisition, or sale of assets.

We partner with ad networks to display targeted advertising across the internet. These networks use cookies to track your online activities over time to deliver ads tailored to your interests. LotusGiving adheres to the Digital Advertising Alliance (DAA) principles. You can opt out of targeted ad networks using industry-standard tools provided by the DAA or Network Advertising Initiative (NAI).

Our Services may contain links to external websites or social media integrations. LotusGiving is not responsible for the privacy practices of these third-party platforms. We encourage you to review their respective privacy policies.

Our platform is restricted to individuals 18 years of age and older. We do not permit children to create accounts. Parents or guardians may input necessary personal data about minor children (under 13) solely for the purpose of establishing guardianship or trusts within their own estate plans.

LotusGiving is a U.S.-based technology company offering tools designed for North American jurisdictions. If you access our platform from outside North America, your information will be transferred to, processed, and stored according to North American data protection laws.

We implement robust administrative, technical, and physical safeguards designed to protect your sensitive legal and personal data. However, no digital transmission is entirely secure. You are responsible for keeping your account password complex and confidential.

• Account Management: You can review, update, or request the deletion of your account and personal data by emailing us at security@lotusgiving.example.com.
• Email Marketing: Opt out of promotional communications at any time by clicking the "unsubscribe" link in our emails. You will continue to receive critical transactional messages regarding your account.
• Cookie Controls: You can adjust your browser settings to refuse cookies; however, doing so may disable core functionalities of the LotusGiving platform.

Any disputes arising from this Privacy Policy or our data practices are subject to the binding arbitration and dispute resolution terms outlined in our Terms of Service.

As our software evolves, we may update this Privacy Policy. Any changes will be posted on this page with a revised "Last Updated" date. We will notify you of significant material changes via a prominent platform alert or email.

If you have questions about this Privacy Policy or how we handle your data, please contact us at security@lotusgiving.com.