What Personal Information Do We Have?

We collect information, such as name, address, social security number, assets, and income or employment data. We need this information to provide the services you request and to administer your business with us. We may also collect health information as you authorize.

We do not keep any credit card or bank account information. Information for regular or one-time gifts is kept by EFT Corporation and is scured by them.

How Do We Use Your Personal Information?

We use your personal information, and may provide it to others, to process your requests and transactions, to perform services on your behalf and to fulfill legal and regulatory requirements.

We do not disclose any nonpublic personal information about our potential, current and former customers unless allowed by you or required by law. We only allow access to your personal information to those individuals who need it in order to provide products or services to you. Individuals who have access to your personal information are required to keep it strictly confidential.