Privacy Policy
Effective Date: 12/09/2025
The Donor’s CPA (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your data.
By using TheDonorsCPA.com, contacting us, or engaging our services, you agree to the practices described in this Privacy Policy.
1. Information We Collect
Information You Provide Directly
We may collect personal information when you:
Fill out a contact form
Request a consultation or service
Subscribe to emails or resources
Download educational materials
Communicate with us directly
This information may include:
Name
Email address
Phone number
Business or organization name
Financial details you choose to share
Any other information voluntarily provided
Information Collected Automatically
When you visit our site, we may automatically collect:
IP address
Browser type
Device information
Pages visited and time spent on site
Referring URLs
General location data
This information helps us improve our website and user experience.
Cookies and Similar Technologies
We may use cookies, pixels, and analytics tools to:
Improve site performance
Understand visitor behavior
Personalize content
You can disable cookies in your browser settings.
2. How We Use Your Information
We use the information we collect to:
Respond to inquiries and provide services
Schedule consultations and deliver content
Improve our website and communication
Send educational emails, newsletters, or updates (you may unsubscribe at any time)
Maintain records for legal, accounting, and client service purposes
Ensure site security and prevent misuse
We do not sell your personal information.
3. How We Share Your Information
We may share your information with:
Service providers who support website hosting, email delivery, analytics, or client communication
Professional partners or advisors when necessary to carry out requested services (e.g., coordinating with your financial planner or attorney), but only with your consent
Legal authorities, if required to comply with law or protect our rights
We never sell, rent, or trade your personal information.
4. Data Storage & Security
We take appropriate administrative, technical, and physical measures to protect your information from unauthorized access, loss, or misuse.
However, no online transmission or storage system can be guaranteed 100% secure.
5. Your Choices & Rights
You may:
Request access to the personal information we hold about you
Ask us to update or correct your information
Request deletion of your data (unless we must keep it for legal or professional reasons)
Opt out of marketing emails at any time
To make a request, contact us at paul@thedonorscpa.com.
6. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the content or privacy practices of those sites. We recommend reviewing their privacy policies before providing personal information.
7. Children’s Privacy
This website is not intended for children under 18. We do not knowingly collect information from minors.
8. Changes to This Policy
We may update this Privacy Policy periodically. The updated version will always be posted on this page with a new effective date.
9. Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact:
The Donor’s CPA
Website: TheDonorsCPA.com
Email: paul@thedonorscpa.com