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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. Please read the following carefully to understand our views and practices regarding your Personal Data and how we collect, process and destroy it.
For purposes of this Privacy Notice, the following terms will be defined as follows:
Who we are and how to contact us
National Philanthropic Trust, located at 165 Township Line Road, Suite 1200 Jenkintown, PA 19046, United States, is considered a controller of your Personal Data under GDPR. We determine the purpose for which, and manner in which, any Personal Data is processed as set out in this Notice.
What types of Personal Data do we collect?
Lawful basis for data processing
Where we process your Personal Data as your data controller, we rely on the following (as applicable):
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 also collects data when you visit our website. We use this Personal Information for the following purposes:
If you do not provide certain Personal Information when requested, we may be limited or unable to provide you with the services you have requested.
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 (including the purposes set out in this Notice) and also to ensure that the data is held securely.
Who we share our information with
There may be times when we are required, by law, to pass on some of your Personal Data to:
We also reserve the right to disclose your Personal Information to third parties:
Otherwise we will not share Personal Information about you with third parties without your consent.
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:
Please note that these are legal rights subject to exemptions, and that we may ask for additional information to confirm your identity before disclosing Personal Information requested to you.
You can exercise these rights by contacting us using the contact details below.
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, 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 may process your Personal Information under the “Legitimate Interests” legal basis. Where this is the case, we will 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 processing is a proportionate and appropriate way to further the legitimate interests. Our legitimate interests will include, for example general administrative purposes, purposes related to Human Resources, marketing and/or day-to-day operations.
When sending marketing materials to advisors and/or donors (or other recipients), we may have the option to rely on the 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.
In other circumstances, we are required to obtain consent to send marketing materials – for example, where we are sending marketing to individuals by electronic means (such as email and SMS).
You can always opt-out of receiving marketing material from us, by contacting us using the details in this Notice. This does not apply to purely administrative materials that we send to you, and other non-marketing communications.
How to contact us
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.
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.