Privacy Policy

1. Introduction
Addison Advisors, LLC (“Addison Advisors,” “we,” “our,” or “us”) respects the privacy of individuals who visit our website and engage with our services. This Privacy Policy describes what information we collect, how we use it, and the choices available to you. By using our website or engaging our services, you agree to the practices described herein.

2. Information We Collect
Information You Provide. We collect information you voluntarily submit, including your name, email address, phone number, organization affiliation, and any other details you provide through contact forms, meeting requests, or direct correspondence.

Automatically Collected Information. When you visit our website, we may collect certain technical data automatically, including IP address, browser type, operating system, referring URLs, and pages visited. This information is collected through standard web analytics tools and does not, by itself, identify you personally.
Cookies and Similar Technologies. Our website may use cookies or similar tracking technologies to improve functionality and analyze usage. You may configure your browser to decline cookies, though some site features may not function properly as a result.

3. How We Use Information
We use collected information to: respond to inquiries and service requests; provide advisory, legal, and philanthropic planning services to clients; maintain and improve our website; comply with applicable legal and professional obligations; and communicate relevant firm updates, event invitations, or resources to contacts who have expressed interest in our work. We do not sell, rent, or license your personal information to third parties for their independent marketing purposes.

4. Disclosure to Third Parties
We may share information with: professional advisors (attorneys, accountants, consultants) bound by confidentiality obligations; service providers who assist in website hosting, analytics, or communications, under contractual data protection requirements; co-advisors or referral partners where engagement scope requires collaboration, with client consent; and regulatory or law enforcement authorities where disclosure is required by law, court order, or professional responsibility rules.
Attorney-client communications and privileged materials are protected in accordance with applicable rules of professional conduct and are not disclosed except as required by law or expressly authorized by the client.

5. Donor and Client Confidentiality
Addison Advisors is committed to protecting the identity of our clients and donors. Information shared in the context of a client or advisory engagement is treated as strictly confidential. We do not disclose client identities, giving strategies, or engagement details to any third party without express client authorization, except as required by law.

6. Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect information against unauthorized access, disclosure, alteration, or destruction. No method of transmission over the internet or electronic storage is completely secure, however, and we cannot guarantee absolute security.

7. Retention
We retain personal information for as long as necessary to fulfill the purposes described in this policy, satisfy applicable legal or professional obligations, or as otherwise directed by applicable rules of professional conduct governing attorney record-keeping.

8. Your Rights and Choices
Depending on your jurisdiction, you may have rights to access, correct, or request deletion of personal information we hold about you. To exercise any such rights, please contact us using the information below. We will respond within a reasonable time and in accordance with applicable law.
Residents of certain states (including California) may have additional rights under applicable privacy legislation. We will honor verified requests consistent with those obligations.

9. Links to Third-Party Sites
Our website may contain links to external websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

10. Changes to This Policy
We reserve the right to update this Privacy Policy at any time. Changes will be posted on this page with a revised effective date. Continued use of our website or services following any update constitutes acceptance of the revised policy.

11. Contact
For questions regarding this policy, contact us at [email protected].