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National Philanthropic Trust (NPT) adheres to the following documents that define principles and establish model standards of practice:
Protecting your privacy is a fundamental component of our service. Since our founding, National Philanthropic Trust has been committed to maintaining the confidentiality, integrity and security of personal information entrusted to us by existing donors, potential donors and their respective advisors. Article 5 of the General Data Protection Regulation (“GDPR”) states that Personal Data must be processed lawfully, fairly and in a transparent manner. In line with the GDPR changes, we are updating our Privacy Notice so you can better understand why and how we collect, process and destroy your data. Please read the following carefully to understand our views and practices regarding your Personal Data and how we will treat it.
For purposes of this Privacy Notice, the following terms will be defined as follows:
Identity of the firm
National Philanthropic Trust, located at 165 Township Line Road, Suite 1200 Jenkintown, PA 19046, United States, is considered a data controller under GDPR. We determine the purpose for which, and manner in which, any Personal Data is processed.
What types of Personal Data do we collect?
NPT collects both anonymous data and Personal Data volunteered by you. Personal Information is anything which enables you to be identified in some way, such as your name and an email address. The types of Personal Information collected might include name, date of birth, e-mail address, postal address, telephone number, and bank transfer details. We also use “cookies,” which are text files placed on your computer, to collect information about how the site is used. Our cookies do not save or store any Personal Information.
Lawful basis for data processing
Where we process your Personal Data as your data controller, we rely on the following (as applicable):
Data inquiries and updates
If you want to review, change or update the Personal Information that you have provided to us; request that you be removed from a mailing list; or address any other privacy concerns you may have, please contact our office toll-free at (888) 878-7900, or by putting your request in writing to National Philanthropic Trust, Data Privacy Team, 165 Township Line Road, Suite 1200, Jenkintown, PA 19046. These requests can also be made via email to: DataPrivacy@NPTrust.org.
Purpose of data collected
You may, at times, be asked to supply Personal Information, for example when you inquire about our activities, request information, open a donor-advised fund or other philanthropic account, make a contribution or recommend a grant. NPT collects data from its website for a number of reasons: to understand more about how the site is used by visitors; to provide you with the services, products or information you have requested; and for administration purposes. NPT may need to share your Personal Information with financial service partners, associated organizations and agents for these purposes. If you supply such information, NPT is legally bound to ensure that such information is only used for the purpose for which it was requested and also to ensure that the data is held securely.
Who we share our information with
We will not share Personal Information about you with third parties without your consent. There may be times when we are required, by law, to pass on some of this Personal Data to:
Please note, however, that by opening a donor-advised fund account in one of our private label programs with a financial service partner, we may share your Personal Information with such financial service partner.
International transfer outside the European Economic Area (EEA)
Information that you provide to us is stored on secure servers in the United States. We have put into effect appropriate procedures to safeguard and secure the information we collect online. When using our forms to register or receive information from NPT, we use the Secure Service Layer (SSL) encryption method for all secure submissions. This method is generally accepted to ensure that the transmission of Personal Information is secure. Common browsers make it obvious when information is being passed in a secure manner by displaying either a completed key or a closed lock on the screen.
NPT will transfer Personal Data outside the “EEA only” (European Economic Area) if one of the following conditions applies:
NPT will retain your Personal Data only for as long as necessary to fulfill the purposes for which we collected it, including for the purposes of satisfying any legal or tax requirements, in accordance with the organization’s Data Retention Policy.
Your rights and your personal data
Please be aware that you have the following data protection rights:
Where we may seek to further process your Personal Data for reasons other than the original purpose for which it was collected, NPT shall process such data in a manner compatible with the original purpose.
NPT has put in place appropriate security measures to prevent your Personal Data from being accidentally lost, used or accessed in an unauthorized way, altered or disclosed. In addition, we limit access to your Personal Data to those employees, agents, contractors and other third parties on a ‘need to know’ basis. They will only process your Personal Data on our instructions and they are subject to a duty of confidentiality. NPT will only transfer Personal Data to a third party if they agree to comply with those procedures and policies, or put in place adequate measures prior to receiving it. Maintaining data security means guaranteeing the confidentiality, integrity and availability (for authorized purposes) of the Personal Data.
We have put in place procedures to deal with any suspected Personal Data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.
Special categories of data
We may, in certain cases and only as permitted by law, control and process Personal Data which are more sensitive in nature – for example, when undertaking a Know Your Client / Anti-Money Laundering (“KYC-AML”) check. While performing our KYC-AML checks, we may come across a past criminal conviction or other similar information about your past.
We occasionally process your Personal Information under the “Legitimate Interests” legal basis. Where this is the case, we have carried out a “Legitimate Interests Assessment” pursuant to which we weigh your interests and any risk posed to you against our own, and confirm that such interests are proportionate and appropriate such as for the purposes of Human Resources, marketing and/or day-to-day operations.
When sending marketing materials to financial advisors and/or donors (or other recipients), we may have the option to rely on the financial advisor’s or donor’s consent, or on Legitimate Interest. We only rely on the Legitimate Interests legal basis for marketing if we have assessed that the information being sent is beneficial to the recipient, and we have weighed our interests against the recipient’s own and there is little to no risk posed, the method and content is non‑intrusive, and the material being sent is something the recipient would usually expect to receive.
Cookies, analytics and traffic data
Changes to our Privacy Notice
NPT reserves the right to amend this Privacy Notice. Any changes we may make to our Privacy Notice in the future will be posted on this page and, where appropriate, notice will be provided to you by email.