Privacy Policy

Last updated on, 25th October 2025​

This Privacy Policy ("Policy") describes how Give with Annotate ("ANNOTATE," "we," "us," or "our") collects, uses, and protects information from users of our philanthropic intelligence platform (the "Service") and website at givewithannotate.com (the "Website").
Personal Information means information that identifies or could reasonably be linked to you, such as your name, email address, company name, or IP address.

1. Information We Collect

We limit our collection to what is relevant for providing our services.

Information You Provide
  • Account Information: When you create an account or subscribe, we collect your name, business email, job title, company name, and phone number.
  • Customer Data: When you use the Service, you may create notes, saved searches, organizational lists, and other content. You own this data.
  • Payment Information: Our payment processor collects billing information. We store only billing address and company name, not billing details.
  • Communications: We collect information when you contact us for support or provide feedback. If you send us a message through the website, we collect your name, email address and reason for contacting us.
  • Job Applications: If you apply for a position, we collect resumes, employment history, and related application materials.
Information We Collect Automatically
  • Usage Data: Information about how you interact with our platform and website. This includes analytics data like pages or features used, timestamps, browser type, and IP address.
  • Device Data: We collect IP address, browser type, operating system, and device identifiers.
  • Cookies: We use cookies and similar technologies to remember your preferences and to gather usage analytics.
  • Third-Party Analytics: We use trusted third-party analytics providers (for example, Google Analytics) to collect aggregated usage statistics.
Information from Third Parties
  • Public Sources: We collect information about nonprofits from publicly available sources including IRS Form 990 filings, websites, impact reports, and news articles.
  • Business Partners: We may receive your contact information from event sponsors or partners.
  • Authentication Services: If you use single sign-on, we receive basic profile information from that provider.

2. How We Use Your Information

  • Provide the Service: Create accounts, process searches, generate organizational profiles, provide AI insights, process payments, and deliver customer support.
  • Improve the Service: Analyze usage patterns, develop new features, conduct research, and fix technical issues.
  • Communicate: Send account updates, respond to inquiries, and (with consent) send marketing communications about features and events.
  • Legal and Security: Comply with legal obligations, enforce our Terms of Service, prevent fraud and abuse, and protect our rights.
  • Aggregated Data: We may aggregate or de-identify information so it cannot identify you. We use this data for analytics and product development without restriction.

We will not use personal information for purposes that are incompatible with those outlined above without first providing notice and obtaining consent if required. Specifically, we do not train AI models on the basis of your data.

3. How We Share Your Information

Service Providers: We share information with providers who help us deliver the Service, including:
  • Cloud hosting (AWS, Google Cloud, or similar)
  • AI services (OpenAI, Anthropic, or similar)
  • Payment processing
  • Email and communications
  • Analytics and customer support tools
Legal Requirements: We disclose information when required by law or to protect our rights, safety, or property.
Business Transfers: If we are acquired or merged, your information may be transferred.
With Your Consent: We may share information when you direct us to do so.

We do not sell your Personal Information.

4. Data Retention

  • Account Information: While your account is active and for 6 months after for compliance.
  • Customer Data: During subscription plus 30 days after termination (unless you request earlier deletion).
  • Usage Data: Up to 24 months.
  • Marketing Data: Until you unsubscribe.

When no longer needed, we securely delete or anonymize information.

5. Data Security

We implement reasonable security measures including encryption, access controls, and monitoring to protect your information. However, no system is 100% secure. We will notify you of any data breach affecting your information as required by law.

6. Cookies and Analytics

We use cookies for essential functionality, analytics, and to improve your experience. You can control cookies through your browser settings, but some Service features may not work without them.

Types of Cookies
  • Essential: Required for Service functionality
  • Analytics: Help us understand usage (e.g., Google Analytics)
  • Functional: Remember your preferences
  • Third-Party Tracking: Aside from our service providers, we do not allow unrelated third-party trackers. However, analytics providers may collect data across sites. Refer to their documentation or use opt-out tools.

7. Your Rights

  • Access your information
  • Correct inaccurate information
  • Delete your information (subject to legal exceptions)
  • Opt out of marketing emails using unsubscribe links
  • Update information through your account settings

To exercise these rights, contact us at [email protected]. We respond within 30 days.

If you are an individual using our service through a business or nonprofit organization that is our customer, you may also direct any data access or correction requests to that organization. In many cases, we process personal information on behalf of that customer. We will assist our customers as needed to fulfill any privacy requests relating to data they control.

8. International Transfers

We are based in California, USA. If you access the Service from outside the US, your information will be transferred to and processed in the United States, which may have different data protection laws than your country.

9. Children

Our Service is not for anyone under 18. We do not knowingly collect information from children. If we learn we have collected such information, we will delete it.

10. Changes

We may update this Policy by posting the revised version with a new "Last Updated" date. For material changes, we will notify you via email. Continued use after changes constitutes acceptance.

11. Contact

Questions? Contact us at: [email protected]

12. California Privacy Rights

This section applies to California residents under the California Consumer Privacy Act (CCPA/CPRA).

Information We Collect
  • Identifiers (name, email, IP address)
  • Commercial information (subscription, payment data)
  • Internet activity (usage, browsing)
  • Geolocation (general location from IP)
  • Professional information (job title, company)
Your California Rights
  • Right to Know: Request details about what Personal Information we collected, used, and shared.
  • Right to Delete: Request deletion of your Personal Information (with certain exceptions).
  • Right to Correct: Request correction of inaccurate information.
  • Right to Non-Discrimination: We will not discriminate against you for exercising these rights.

We do not sell or share your Personal Information for advertising.

How to Exercise Your Rights

Email us at [email protected]. We will verify your identity and respond within 45 days. You may designate an authorized agent by providing written authorization.