top of page

Privacy Policy

Introduction

Foresight Legacy Planning respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website.
By accessing or using our website, you agree to the practices described in this Privacy Policy. If you do not agree, please do not use our website.

Information We Collect

We may collect:

  • Personal Information: Such as your name, email address, phone number, or other details you voluntarily provide.

  • Non-Personal Information: Such as browser type, device type, IP address, pages visited, and referring website.

  • Cookies and Tracking Data: Used to enhance your website experience.

How We Use Information
We may use your information to:

  • Respond to inquiries

  • Provide services and information

  • Improve our website

  • Analyze website usage

  • Comply with legal obligations

We do not sell your personal information.

Sharing and Disclosure

We may share your information with:

  • Service providers assisting us under confidentiality agreements

  • Law enforcement or regulatory agencies, if required

  • Other parties in connection with a business transfer, merger, or acquisition

We do not share your personal information with third parties for their marketing purposes.

Sharing and Cookies and Tracking

We use cookies and similar technologies for functionality and analytics. You may disable cookies in your browser, though some features may not function properly.

Your Privacy Rights

Depending on your location, you may have rights regarding your personal information, including:

  • Accessing your information

  • Requesting corrections

  • Requesting deletion, subject to exceptions

  • Opting out of certain uses or disclosures

California residents have additional rights under the California Consumer Privacy Act and the California Privacy Rights Act.
To exercise your rights, please contact us below.

Data Security

We implement reasonable physical, technical, and administrative safeguards to protect your personal information. However, no method of data transmission is entirely secure.

Changes to This Policy

We may update this Privacy Policy. Changes will be posted here, with the updated effective date.

Contact Information

For questions about this Privacy Policy or to exercise your privacy rights, contact us at:
    •    Email: info@foresightlegacy.com
    •    Phone: 805-495-6434 ext. 100

Ready to get started?

Reach out to discover how legacy giving can secure your organization’s future.

Ready to get started?

Reach out to discover how legacy giving can secure your organization’s future.

bottom of page