Privacy Policy for The Charitable Payraise, LLC

Date of last revision: May 18, 2021

Introduction.  Before you use The Charitable Payraise, LLC (the ” Charitable Payraise “) website (the “Website”), please carefully read this Privacy Policy (the “Privacy Policy”) and our Terms of Use (the “Terms”), which govern your use of the information, content, tools, products and services on this Website.

The Charitable Payraise only provides this service to U.S. citizens.

The Charitable Payraise is committed to protecting your personal and financial information that you provide to us.

The Charitable Payraise does not sell or share your personal and financial information. 


“Personal Information” is any information that we could use to identify you, which is also referred to as “Personally Identifiable Information” (“PII”).  This does not include PII that is encoded, i.e., encrypted, or anonymized, or publicly available information that is not combined with non-public personal information.

“Public Information” is any information that we could use to identify you, which is publicly available information and that is not combined with non-public personal information.

“Sensitive Personal Information” is a higher, more sensitive level of PII that includes information on a persons: a) race, ethnic origin, political opinions or affiliations, religious or philosophical beliefs, or trade union memberships; or b) health information/records, sexual orientation or sex life, Social Security benefits, or information on criminal or administrative proceedings other than in the context of pending legal proceedings.

Data Protection Legislation” is the state, Federal, and International data privacy legislation applicable to each person whose data we collect.  For example, this may include, but is not limited to, U.S. Federal Legislation such as The Health Insurance Portability and Accountability Act of 1996 (“HIPAA”), Gramm-Leach-Bliley Act  (“GLBA”), etc.; state legislation such as the California Consumer Protection Act (“CCPA”), the Wisconsin Data Privacy Act (“WDPA”), etc.; and the European General Data Protection Regulation (“GDPR”), the Canadian Personal Information Protection and Electronic Documents Act (“PIPEDA”), etc.

Personal Information That We Collect.  Charitable Payraise collects your personal information, also referred to as Personally Identifiable Information (“PII”), when you enter it into the online retirement calculator or you enter your information asking us to Contact you.  We may store your information regardless of whether you provide all of the information and/or submit a request an estimate.  We may also receive your personal information from third parties including, but not limited to, your financial advisor(s) acting on your behalf and third-party service providers to verify your identity or to prevent fraud.  We may combine this third-party information with your personal information that we collected through this Website or our mobile application.  We try to minimize the amount of personal information that we collect about you, which may include, but is not limited to, your: full name; address; email address; phone number, password; age; assets (e.g., financial, investment, real estate, etc.); retirement investments; and insurance.

How we use the Personal Information That We Collect.  We use your personal and financial information solely to respond to your requests, to fulfill our legal obligations, and to provide the retirement plan estimates that you request.  In order to do this, it is necessary for us to use your information to:

  • Identify you when you login to your account to access your stored data; and
  • Respond to your questions and comments.

If you decide not to provide your personal information, we may not be able to provide some or all of our Website services.

To Whom is Your Personal Information That We Collect Disclosed?  Your personal information is not disclosed to any third parties, including, for example, your financial advisor, without your express written consent.  We also may disclose your personal information to certain Charitable Payraise employees who need to know the information in order to perform their jobs, including answering your questions and making sure the Website is available for use.

Where and How is your Data Stored and Protected?  Charitable Payraise only stores your personal information on servers located in the United States.  We follow the industry’s standards on information security management to protect your information from unauthorized access, unlawful processing, accidental loss, destruction, and damage.  In addition, we secure your personal information with a password. Additional security measures may be implemented as part of the login process, including, for example, but not limited to, multi-factor authentication, use of a Personal Identification Number (“PIN”), biometrics, use of security questions, and/or use of other appropriate security measures in our sole discretion.  You are responsible for the confidentiality and use of your UserID, password, and all other security information and for securing the account or device you use for multi-factor authentication.

How Long do we Store Your Information?  Charitable Payraise only stores your personal information for as long as you maintain an account with us and we reasonably require it to respond to your questions, which shall not exceed the maximum time allowed by the relevant Data Protection Legislation.

How do we keep Your Personal Information Secure?  We follow industry standards on information security management to protect sensitive personal information, including financial, investment, and other asset information from unauthorized access, unlawful processing, accidental loss, destruction, and damage.  We restrict access to information about you only to Charitable Payraise employees who need to know the information in order to perform their jobs, such as servicing your account, providing you with the information you request, or notifying you of new services, changes, or updates.  Our information security systems apply to people, processes and information technology systems on a risk management basis.  However, no method of transmission over the Internet, or method of electronic storage is 100% secure.  Therefore, we cannot guarantee the absolute security of your personal information.

Do we have any Third Party Embedded Content?  No.


Cookies, Log Files and Tracking.  Cookies are digital markers/tokens that websites can set/save on your computer or browser for use on your future visits to the website.  We may use a variety of cookies and similar technologies to keep track of your local computer’s settings such as which account you have logged into and notification settings.  This helps us to provide you with a useful Website experience and allows us to improve our online services.  We and our service suppliers may use session and user cookies, which link your actions during a particular online session and expire at the end of that session, as well as persistent cookies, which remain on your device and allow us to remember your actions or preferences across multiple browser sessions.  As the Website evolves and new features are added, we may expand or change our use of cookies.  We may also use technologies such as web beacons and single pixel gifs to record log data, for example, open rates for emails sent by the Website.

We may use log files to store information that is automatically collected, for example, Internet Protocol (“IP”) addresses, browser type, Internet Service Provider (“ISP”), referring/exit pages, which files were viewed on the Website, operating system, date/time stamp, and clickstream data.

Charitable Payraise Website may enable you to share information directly with websites or online services operated by third parties. For example, our site may contain features that allow you to share articles or content through Facebook, Twitter, LinkedIn, and other services, and to view content through video players and other services (such as the YouTube video player). If you choose to use these features, you may disclose information to those websites or services and their users, and to the public more generally. Even if you do not select these plug-in features, these third parties may collect information about you, such as your IP address and the pages that you view, and they may also set and/or access a cookie on your device. Because Charitable Payraise does not operate or control these third-party websites and services, we are not responsible for their content or practices. The collection, use, and disclosure of information through these websites and services are subject to the privacy policies of the third-party websites or services, and not this privacy policy.

Modifying or Deleting Your Personal Information.  You may have the right to modify or delete your personal information from our Website, depending on in which State and/or country you are located and to which we provide our service.  To make such a request, please contact our Data Privacy Officer at the address or email listed below in the Contact Us section.

OPT-OUT Policy.

Email Marketing.  To be removed from our email list to stop receiving our newsletters or marketing emails, please click on the “unsubscribe” link provided at the bottom of the email or newsletter, or send an email to with “unsubscribe” in the subject line or in the body of the email and which emails you wish to unsubscribe from.  If no specific emails are listed, you will be unsubscribed from all email marketing.

Direct Mail.  To be removed from our direct mail list, send an email to with “Direct Mail Opt-Out” in the subject line.

Service-Related Email.  From time-to-time, we may send you service-related emails to appraise you of the status of the Website, for example, when we may be performing maintenance on the Website and service is/will temporarily not be available.  You cannot opt-out of these emails, because they are not promotional in nature.

Is there a Minimum Age Requirement to use the Website?  Charitable Payraise Website is not directed at children under 13.  If you are aware that children under 13 are providing us with personal information without our consent, please contact us.

Where Is your Data Transferred?  Charitable Payraise Website is operated by us from the United States, and is not intended to subject us to the laws or jurisdiction of any state, country or territory other than that of the United States. Your Personal Information is stored and processed only in the United States.

Contact Us.  If you would like to receive additional information about this Privacy Policy or have questions, please contact:

Data Privacy Officer

The Charitable Payraise, LLC

1813 Horseback Trail

Vienna, VA  22182



Changes to this Policy.  We may update the Privacy Policy, from time-to-time, in our sole discretion, and any updates made to the Privacy Policy go into effect once they are posted, so by using this Website, you are agreeing to the Privacy Policy.  You are responsible for periodically checking this Privacy Policy for updates.