Information collected
Information you provide (name, contact details, goals), limited usage data, and optional research inputs from surveys or assessments.
Privacy policy summary
Privacy practices built for trust and research integrity.
We collect only what is needed to deliver education, measure outcomes, and—when you consent—connect you with licensed U.S. professionals. We do not sell securities or insurance products and do not share data for unrelated marketing.
How information is used
To deliver education, support literacy research, personalize resources, and—with consent—route inquiries to licensed U.S. professionals.
Consent and provider routing
We request clear consent before sharing and provide only the minimum needed to connect you with providers.
Sharing and third parties
Shared only with vetted, licensed U.S. professionals, secure service providers, or regulators when required. We do not sell personal information.
Data security & encryption
Data is encrypted in transit and at rest, protected by least-privilege access, and monitored to bank-grade standards.
Cookies & usage data
We use essential cookies and basic analytics for performance and research engagement. You can manage cookies in your browser.
Choices & communication preferences
Opt out of non-essential communications, request access or correction, and choose whether to participate in surveys. We honor Do Not Sell and similar regional rights.
Data retention
We retain data only as needed for education, research, compliance, or your requested connection, then delete or anonymize it.
Children’s privacy
Our services are for adults. We do not knowingly collect data from children under 13.
Jurisdiction & policy updates
Governed by U.S. law. Updates will be posted with a revised date.
Contact and guidance
Questions about privacy, consent, or routing? Contact us for clear guidance on your rights and next steps.
Effective date: June 23, 2026. This summary aids readability and does not replace required disclosures. The foundation provides education and research only and routes inquiries to licensed U.S. professionals when consent is provided.