Privacy Policy

DAF Consulting Group LLC (DAF Consulting, we, us, or our) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website, engage our services, or communicate with us.

1. Information We Collect

1.1 Information You Provide Directly

We collect information that you voluntarily provide when you:

• Fill out our contact form or request a consultation
• Communicate with us via email, phone, or other channels
• Engage our consulting services
• Subscribe to newsletters or publications

This information may include your name, email address, phone number, company affiliation, job title, and details about your philanthropic interests. When you engage our services, we may also collect information necessary to provide DAF advisory and administrative support, which may include financial information and philanthropic giving history.

1.2 Information Collected Automatically

When you visit our website, we may automatically collect certain information through cookies, web beacons, and similar technologies:

• IP address and general geographic location
• Browser type, operating system, and device information
• Pages viewed, time spent, and navigation patterns
• Referring website or source
• Access timestamps

1.3 Information from Third Parties

We may receive information about you from publicly available sources, professional networks, or referral partners in connection with our business development activities. We may also receive information from DAF sponsors or financial institutions when you authorize such sharing.

2. How We Use Your Information

We use the information we collect for the following purposes:

• Service Delivery: To provide donor-advised fund consulting, administration, and advisory services as contracted
• Communication: To respond to inquiries, schedule consultations, and send administrative communications
• Marketing: To send newsletters, industry updates, and information about our services (with opt-out options)
• Improvement: To analyze website usage, improve user experience, and enhance our service offerings
• Compliance: To comply with applicable laws, regulations, legal processes, and our contractual obligations
• Security: To detect, prevent, and address fraud, unauthorized access, and potential threats

3. Information Sharing and Disclosure

We do not sell, rent, or trade your personal information to third parties for their marketing purposes. We may share your information in the following limited circumstances:

• Service Providers: With trusted third-party vendors who assist us in operating our website, conducting our business, and delivering services (e.g., cloud hosting, email delivery, analytics), subject to confidentiality obligations
• Professional Advisors: With attorneys, accountants, auditors, and other professional advisors who require the information to provide services to us, subject to confidentiality
• Legal Compliance: When required by law, court order, subpoena, or governmental authority
• Business Transfers: In connection with a merger, acquisition, reorganization, or sale of assets, provided the recipient agrees to honor this Privacy Policy
• With Your Consent: With your explicit consent or at your direction

4. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards designed to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encryption in transit (TLS), access controls, secure authentication, and regular security assessments.

However, no method of electronic storage or transmission is 100% secure. While we strive to protect your personal information, we cannot guarantee absolute security. We encourage you to use caution when transmitting sensitive information electronically.

5. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law. Factors that influence our retention periods include:

• The duration of our client relationship with you
• Legal and regulatory record-keeping requirements
• Statute of limitations for potential claims
• The nature and sensitivity of the information

When we no longer need your personal information, we will securely delete or anonymize it in accordance with our data governance practices.

6. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience, analyze traffic, and understand user behavior. We use the following types of cookies:

• Essential Cookies: Required for the website to function properly
• Analytics Cookies: Help us understand how visitors interact with our site (e.g., Google Analytics)
• Preference Cookies: Remember your settings and preferences

You can control cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of our website.

7. Your Rights and Choices

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request that we correct inaccurate or incomplete information
• Deletion: Request deletion of your personal information, subject to legal exceptions
• Portability: Request transfer of your information to another organization
• Opt-Out: Opt out of marketing communications at any time
• Restriction: Request that we limit certain processing activities

To exercise these rights, please contact us using the information in Section 9 below. We will respond to your request within the timeframe required by applicable law. We may need to verify your identity before processing your request.

8. Children's Privacy

Our website and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently received personal information from a child, we will delete such information from our records promptly.

9. Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:

DAF Consulting Group LLC
1280 Cherry Ln
Provo - 84604-3623
United States (US)
Email: assist@dafconsult.buzz
Phone: +13074288423

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or operational needs. We will post the revised version on our website with an updated effective date. We encourage you to review this page periodically. Your continued use of our website or services after any changes constitutes your acceptance of the updated Privacy Policy.

Effective Date: July 1, 2026 — Last Updated: July 15, 2026