Our Commitment to Your Privacy

At Plentiful Wealth Nonprofit Solutions (“Plentiful Wealth,” “we,” “us,” or “our”), we understand that protecting your personal and financial information is crucial to maintaining the trust you place in us. This Privacy Policy describes how we collect, use, share, and protect information about nonprofit organizations, their representatives, and visitors to our website.

As a registered investment advisor, we are committed to maintaining the confidentiality, integrity, and security of our clients’ personal information. We have implemented safeguards designed to protect your information and use it only for the purposes described in this policy.

Scope of This Policy

This Privacy Policy applies to:

  • Information collected through our website www.plentifulwealth.com
  • Information collected through our investment advisory services
  • Information collected through educational workshops and consultations
  • Information collected through any other interactions with Plentiful Wealth

Information We Collect

Information You Provide Directly

We collect information you voluntarily provide when you:

  • Complete consultation request forms
  • Subscribe to our newsletter or educational materials
  • Register for workshops or webinars
  • Engage our investment advisory services
  • Contact us via email, phone, or other communication methods

This information may include:

  • Contact Information: Name, title, organization name, email address, phone number, mailing address
  • Organization Information: EIN, nonprofit status, mission statement, board member information
  • Financial Information: Assets under management, investment objectives, risk tolerance, financial statements, banking information (for clients only)
  • Account Information: Username, password, security questions for client portal access
  • Communication Preferences: Newsletter subscriptions, educational topics of interest

Information Collected Automatically

When you visit our website, we automatically collect certain information:

  • Device Information: IP address, browser type, operating system, device identifiers
  • Usage Information: Pages visited, time spent on pages, links clicked, referring website
  • Cookies and Tracking Technologies: See our Cookie Policy section below

Information from Third Parties

We may receive information about you from:

  • Custodians and broker-dealers
  • Third-party administrators
  • Credit reporting agencies (with your consent)
  • Public databases (nonprofit registries, IRS exempt organization data)
  • Professional service providers (accountants, attorneys, with your authorization)

How We Use Your Information

Providing Services

We use your information to:

  • Provide investment advisory services and financial planning
  • Process transactions and maintain your accounts
  • Respond to your inquiries and service requests
  • Send account statements and confirmations
  • Provide access to client portals and online tools
  • Conduct governance reviews and board education sessions

Communication

We may use your information to:

  • Send newsletters and educational content (with your consent)
  • Notify you about changes to our services or policies
  • Share relevant nonprofit sector insights and research
  • Invite you to workshops and educational events
  • Send service-related announcements

Legal and Compliance

We use your information to:

  • Comply with legal and regulatory requirements
  • Maintain records as required by securities laws
  • Perform identity verification and anti-money laundering checks
  • Respond to legal process and government requests
  • Protect against fraud and financial crimes

Business Operations

We use your information to:

  • Improve our services and develop new offerings
  • Conduct research on nonprofit investment trends
  • Perform data analytics and business intelligence
  • Maintain the security of our systems
  • Conduct internal audits and quality assurance

How We Share Your Information

We Do Not Sell Your Information

We never sell, rent, or lease your personal information to third parties for their marketing purposes.

Service Providers

We may share your information with trusted service providers who assist us in:

  • Custodial and brokerage services
  • Portfolio management and reporting systems
  • Client relationship management (CRM) systems
  • Email and communication services
  • Website hosting and maintenance
  • Accounting and legal services
  • Compliance and regulatory reporting

All service providers are contractually obligated to protect your information and use it only for the purposes we specify.

Legal Requirements

We may disclose your information when required by:

  • Court orders or subpoenas
  • Regulatory examinations or audits
  • Government investigations
  • Legal proceedings or claims

With Your Consent

We may share your information:

  • With other professionals you authorize (accountants, attorneys)
  • For testimonials or case studies (with explicit permission)
  • With board members or authorized representatives of your organization

Business Transfers

If Plentiful Wealth is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will provide notice before your information becomes subject to a different privacy policy.

Data Security

We implement appropriate technical and organizational measures to protect your information:

Security Measures

  • Encryption: SSL/TLS encryption for data transmission
  • Access Controls: Multi-factor authentication and role-based access
  • Physical Security: Secured office facilities with restricted access
  • Network Security: Firewalls, intrusion detection, and regular security updates
  • Employee Training: Regular privacy and security awareness training
  • Vendor Management: Due diligence on third-party service providers
  • Incident Response: Documented procedures for security incidents

Data Retention

We retain your information for as long as necessary to:

  • Provide services to your organization
  • Comply with legal and regulatory requirements (typically 5-7 years for investment records)
  • Resolve disputes and enforce agreements
  • Maintain business records for legitimate purposes

Your Privacy Rights

Access and Correction

You have the right to:

  • Request access to the personal information we hold about you
  • Correct inaccurate or incomplete information
  • Receive a copy of your information in a portable format

Communication Preferences

You may:

  • Opt-out of marketing communications at any time
  • Update your communication preferences
  • Unsubscribe from newsletters using the link in any email

Deletion

You may request deletion of your information, subject to our legal obligations to retain certain records.

California Privacy Rights

California residents have additional rights under the California Consumer Privacy Act (CCPA), including:

  • Right to know what personal information we collect
  • Right to delete personal information (with exceptions)
  • Right to opt-out of the sale of personal information (we do not sell information)
  • Right to non-discrimination for exercising privacy rights

How to Exercise Your Rights

Contact us at:

  • Email: jeb@plentifulwealth.com
  • Phone: 606-775-0246
  • Mail: 125 S 6th St, Ste 301, Louisville, KY 40202

Cookie Policy

What Are Cookies?

Cookies are small text files stored on your device when you visit our website.

How We Use Cookies

Essential Cookies: Required for website functionality and security Analytics Cookies: Help us understand website usage and improve user experience Preference Cookies: Remember your settings and preferences

Managing Cookies

You can control cookies through your browser settings. Note that disabling cookies may affect website functionality.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these sites. We encourage you to review their privacy policies.

Children’s Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children.

International Data Transfers

If you access our services from outside the United States, your information may be transferred to and processed in the United States.

Updates to This Policy

We may update this Privacy Policy periodically. We will notify you of material changes by:

  • Posting a notice on our website
  • Sending an email to affected clients
  • Updating the “Last Updated” date

Regulation S-P Compliance

As a registered investment advisor, we comply with SEC Regulation S-P regarding the privacy of consumer financial information:

Initial and Annual Notice

We provide this privacy notice:

  • When you first become a client
  • Annually while you remain a client

Safeguards

We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect your nonpublic personal information.

Information Sharing Limitations

We do not disclose nonpublic personal information about current or former clients to non-affiliated third parties except as permitted by law.

Contact Information

For questions about this Privacy Policy or our privacy practices:

Privacy and Compliance Officer
for Plentiful Wealth, LLC
Jeb Jarrell
125 S 6th St, Ste 301
Louisville, KY 40202
jeb@plentifulwealth.com
Phone: 606-775/0246

Acknowledgment

By using our website or services, you acknowledge that you have read and understand this Privacy Policy.