Privacy Policy

Who we are

Paramount Impact is a United States 501(c)(3) public charity. We sponsor donor-advised funds (Paramount Legacy Funds), serve as a Model A fiscal sponsor for charitable projects, and support grantmaking by families and existing foundations. Fiscally sponsored projects operate as programs of Paramount Impact. Donor-advised fund assets are charitable property of Paramount Impact. Grant recommendations are advisory. The charity retains variance power.

For privacy purposes, Paramount Impact is the organization that collects and decides how to use personal information described in this policy. We are not a bank, a broker, a law firm, a CPA firm, or a registered investment adviser.

What this policy covers

This policy covers paramountimpact.org and pages on this site, including forms on Schedule, Contact, Give, and Resources. It also covers information we receive by mail or telephone at the address and numbers on the Contact page, and information we keep in the ordinary course of operating the charity.

It does not cover websites we do not control. The client portal at portal.paramountx.io is a separate system. If you already have a fund or a project with us and use that portal, that system’s own notices also apply. Banking for funds and projects is provided through Crowded / i3 Bank; that institution’s notices apply to the accounts it holds. Links to IRS, state charity regulators, or other third-party sites are provided for convenience. Their policies govern those sites.

Information we collect

We collect only what we need to operate the charity and to respond to you.

Information you give us

Forms on this site may ask for name, email address, telephone number, and a message about your interest (for example, opening a Legacy Fund, housing a project, supporting a foundation, or requesting a guide). We do not process a donation on this website. After a conversation, we may collect additional information needed to open a fund or project, receipt a gift, or complete a grant, such as postal address, the nature and value of a proposed gift, the name of a professional advisor, beneficiary charity details, and identity or tax information required by law. We do not collect Social Security numbers on this website.

Information collected automatically

When you visit this site, our hosting provider may log technical data that web servers ordinarily record: IP address, date and time, pages requested, browser and device type, and referring URL. We use this for security, diagnostics, and to keep the site available. Calculators on this site run in your browser. They do not send your inputs to us unless you later choose to write us about them.

Information from others

We may receive information from your attorney, CPA, or wealth manager if you ask them to introduce you; from a payment or transfer agent when a gift is made; from a bank that holds a fund or project account; and from public records or charity registries when we review a grant recommendation. We do not buy marketing lists for this site.

How we use information

We use personal information to:

• respond to inquiries and schedule conversations;
• send a requested guide or a secure way to give;
• open, administer, and close Legacy Funds and fiscally sponsored projects;
• accept, receipt, and acknowledge charitable gifts as required by the Internal Revenue Code;
• review grant recommendations and make grants to qualified charities;
• work with the family’s attorney, CPA, and wealth manager when asked;
• keep accounting, audit, and Form 990 records;
• comply with charitable-solicitation, anti-money-laundering, sanctions, and other law;
• protect the charity, donors, projects, and the public against fraud and misuse; and
• operate, secure, and improve this website.

We do not use website forms to run automated credit, employment, housing, or insurance decisions. We do not use the calculators as a source of personal profiles.

How we share information

We do not rent or swap our donor list. We share personal information only as needed to operate the charity or as the law requires.

• Service providers. Hosting (this site is served from infrastructure that logs requests), a form-delivery service that emails submissions to the charity, and ordinary vendors for email, document storage, accounting, and identity verification. They are allowed to use the information only to perform work for us.
• Banking. Crowded / i3 Bank, or another depository we name in an account agreement, receives information needed to open and operate a fund or project account.
• Portal. If you have a fund or project with us and use portal.paramountx.io, information needed to run that account is processed there.
• Professional advisors. We share with your attorney, CPA, or wealth manager when you ask us to, or when they introduced you and you have not told us otherwise.
• Grant recipients. A grant letter may include a fund or donor name unless you have asked us to grant anonymously and we are able to do so.
• Legal and safety. We may disclose information to courts, regulators (including the IRS and state charity officials), or law enforcement when we believe it is required or necessary to protect rights, safety, or the charitable assets.
• Organizational change. If Paramount Impact were to transfer programs or donor-advised fund assets to another 501(c)(3), personal information reasonably needed to continue those programs would transfer with them.

We do not sell personal information

We do not sell personal information. We do not share it for cross-context behavioral advertising. We do not pay referral fees. We do not use this site for third-party advertising networks. Because we do not sell or share in those ways, we do not offer a “do not sell or share” opt-out as a for-profit business would under California law. If that practice ever changed, we would update this policy first.

Cookies, storage, and analytics

This site uses local storage to remember whether you chose light or dark appearance. That preference stays on your device. The hosting platform may set cookies that are strictly necessary to deliver the site securely. We do not run a third-party advertising cookie on this site. We do not presently run a separate analytics product that profiles you across other websites. If we add one, we will say so here.

How long we keep information

Website inquiries are kept as long as needed to respond and for a reasonable period afterward so we can continue a conversation you started. Gift, fund, project, grant, and accounting records are kept for the periods required by the Internal Revenue Code, state charitable-solicitation law, and ordinary audit practice — often at least seven years after the year of the gift or the close of the account, and longer when a record remains relevant to an open fund, project, or legal matter. Server logs are kept for a short operational period unless needed for security.

Security

We use reasonable administrative, technical, and physical safeguards appropriate to a public charity of our size: restricted access to donor and project files, secure transmission to our form-delivery service, and hosting with TLS. No website or email system is perfectly secure. Do not send account numbers, Social Security numbers, or copies of identification through a public form. We will tell you how to send sensitive materials after a conversation.

Donor, fund, and project records

Gift records, grant recommendations, and project ledgers are records of the charity. They are not a private bank statement we publish. We treat donor identity and gift amounts as confidential except: (1) when you ask us to be named; (2) when a grant is not anonymous; (3) when the law requires disclosure; and (4) when disclosure is necessary to receipt a gift, complete a transfer, or administer a fund or project. Project leaders see information about their own project. They do not receive other donors’ files.

Public filings

As a 501(c)(3) public charity we file Form 990 with the Internal Revenue Service. Form 990 is a public record. Schedule B (list of substantial contributors) is generally not made public for public charities, with limited exceptions the IRS publishes. State charity registrations and financial reports may also be public at the agencies named on our Disclosures page. Those filings are required by law and are not a “sale” of personal information.

Children

This site is for adults. It is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has submitted a form, use the Contact page and we will delete it. A parent or guardian may later be involved in a family fund; that is arranged in a conversation, not through this website’s forms.

Email, mail, and telephone

If you write us, we may reply by email or telephone at the address or number you provided. We send operational messages (for example, a receipt, a requested guide, or a time to talk). We do not run a commercial advertising list. You may ask us to stop promotional messages at any time through the Contact page. We will still send messages that the law or an account relationship requires, such as a gift receipt. Telephone calls are made only in connection with an inquiry or an existing relationship. We do not use autodialed marketing calls or marketing texts to this site’s visitors.

Requests and U.S. privacy laws

Most comprehensive U.S. consumer privacy statutes — including the California Consumer Privacy Act as amended by the CPRA — apply to for-profit “businesses,” not to a 501(c)(3) public charity. Several other state privacy acts also exempt 501(c)(3) organizations. We are still subject to the Federal Trade Commission Act’s prohibition on unfair or deceptive practices, to Internal Revenue Code rules on charitable organizations, to charitable-solicitation statutes, and to other generally applicable law.

Regardless of those exemptions, you may ask us to: (1) confirm whether we have personal information about you from this website or from a fund or project relationship; (2) correct inaccurate contact information; or (3) delete information you submitted on a website form, except where we must keep it for tax, accounting, legal, or charitable-solicitation reasons. We will not discriminate against you for making a good-faith request. We may need to verify that you are the person the record concerns. We try to respond within 45 days.

Submit requests through the Contact page or by writing to Paramount Impact, 4811 E Julep St Ste 110, Mesa, AZ 85205. Do not send copies of identification through the public form.

Visitors outside the United States

This charity is established in Arizona, United States. This website is intended for people in the United States. If you visit from another country, your information will be processed in the United States, where privacy law may differ from the law of your country. We do not appoint an EU or UK representative because we do not offer goods or services to the public in those places. Do not use this site to send us information you are not willing to have processed in the United States.

Changes

We may update this policy. The effective date at the top will change. Material changes will be posted on this page. Continued use of the site after a posting means the updated policy applies to information collected thereafter. It does not retroactively change how we already used information except as the law allows.

How to reach us

Paramount Impact, a 501(c)(3) public charity, EIN 99-3609530.
4811 E Julep St Ste 110, Mesa, AZ 85205

Privacy questions, access, correction, and deletion requests: use Contact. Do not send sensitive documents through that form.