Privacy Policy

Wise Tax Strategies (“WTS,” “we,” “our,” or “us”) is committed to respecting and protecting the privacy of individuals who visit our website, participate in WTS Academy, request a Strategic Philanthropy Impact Analysis (SPIA), or engage with our educational and other authorized services. 

This Privacy Policy explains how we collect, use, disclose, store, and protect personal information in connection with these activities. 

By using our website, you acknowledge the information practices described in this Privacy Policy. 

  1. Information We Collect

We may collect the following types of information when you interact with our website: 

Personal Information 

You may voluntarily provide personal information when you: 

  • Submit a contact or inquiry form. 
  • Request a Strategic Philanthropy Impact Analysis. 
  • Apply for or inquire about educational programs and services. 
  • Sign up for updates, newsletters, or other communications. 
  • Register for educational events or consultations. 
  • Contact us by email or other communication channels. 

Depending on the information requested, this may include: 

  • Full name 
  • Email address 
  • Phone number 
  • Mailing address 
  • Organization or business name 
  • Professional or organizational background 
  • Philanthropic interests and charitable giving goals 
  • Information relevant to strategic philanthropy planning 
  • Any additional information you voluntarily provide 

We encourage visitors not to submit sensitive financial, tax, or personal information through general website forms unless specifically requested through an appropriate secure process. 

Non-Personal Information 

We may automatically collect limited technical information when you visit our website, such as: 

  • Browser type 
  • Device type 
  • IP address 
  • Pages visited on our website 
  • Date and time of visits 
  • General website usage and interaction data 

This information helps us understand how visitors use our website, improve functionality, and maintain website security. 

We may also collect information when individuals enroll in WTS Academy, access educational materials, participate in consultations, or receive services under a separate written Service Agreement. 

Depending on the services requested, this may include enrollment information, course participation records, payment transaction details, consultation information, and tax or financial documents voluntarily submitted through authorized channels. 

This ensures the policy covers both Academy-only students and full-service clients. 

  1. How We Use Your Information

We may use the information collected to: 

  • Respond to inquiries, requests, and questions. 
  • Review Strategic Philanthropy Impact Analysis submissions. 
  • Evaluate requests for educational programs and services. 
  • Communicate regarding philanthropic planning opportunities and available resources. 
  • Provide information about our programs, events, and initiatives. 
  • Schedule consultations or follow-up communications. 
  • Improve our website, educational resources, and outreach efforts. 
  • Maintain the security and functionality of our website. 
  • Comply with applicable legal and regulatory obligations. 

We do not sell, rent, or trade your personal information to third parties. 

  1. Strategic Philanthropy Impact Analysis Submissions

Individuals who request a Strategic Philanthropy Impact Analysis may be asked to provide information regarding their philanthropic interests, charitable giving objectives, organizational needs, or long-term impact goals. 

Information submitted through these forms may be used to: 

  • Review and respond to analysis requests. 
  • Better understand philanthropic objectives and priorities. 
  • Determine appropriate educational resources or available services. 
  • Facilitate consultations and follow-up communications. 
  • Support the development of relevant strategic philanthropy recommendations where applicable. 

Submitting information through the website does not automatically establish a professional advisory relationship. 

When additional tax or financial information is required for a SPIA consultation or other authorized service, WTS may request that such information be submitted through a designated secure process. 

Information provided for these purposes will be used and disclosed in accordance with the applicable service arrangements, authorizations, and legal requirements. 

We encourage users to provide only the information necessary for their inquiry or request. 

  1. Third-Party Service Providers

Wise Tax Strategies (WTS) may use trusted third-party service providers to support website operations, educational program delivery, course access, client communications, scheduling, form submissions, website analytics, payment processing, and authorized professional service coordination. 

These providers may include learning management platforms, customer relationship management (CRM) systems, payment processors, scheduling platforms, and independent professional service providers, depending on the programs or services requested. 

Third-party service providers may collect, access, or process personal information as necessary to perform their respective functions and deliver requested services. 

Personal information will be shared only as permitted by applicable law and in accordance with relevant agreements, applicable privacy requirements, or authorizations provided by the individual. 

Where applicable, third-party service providers maintain their own privacy policies, data protection procedures, and security practices. 

We encourage visitors and clients to review the privacy policies of any external platforms or service providers they use through our website or in connection with WTS programs and services. 

  1. How We Protect Your Information

We take reasonable administrative, technical, and organizational measures to protect personal information collected through our website against unauthorized access, disclosure, alteration, or misuse. 

Access to personal information is limited to authorized individuals and service providers who require the information for legitimate organizational purposes. 

However, no method of internet transmission or electronic storage can be guaranteed to be completely secure. 

Visitors are encouraged to exercise caution when sharing personal or sensitive information online. 

  1. Cookies and Website Analytics

Our website may use cookies and similar technologies to improve website functionality, understand visitor activity, and enhance the overall user experience. 

These technologies may collect information such as browser preferences, pages visited, and general website interactions. 

Visitors may manage or disable cookies through their browser settings. Disabling certain cookies may affect website functionality. 

Where required by applicable law, we will obtain consent before using non-essential cookies or similar tracking technologies. 

  1. Third-Party Links

Our website may contain links to external websites, educational resources, or third-party platforms for informational purposes. 

Wise Tax Strategies does not control these external websites and is not responsible for their content, security practices, or privacy policies. 

We encourage visitors to review the privacy policies of third-party websites before submitting personal information. 

  1. Children’s Privacy

Our website is intended for general audiences and individuals seeking information about educational programs, strategic philanthropy, and related services. 

We do not knowingly collect personal information from children under the age of 13 without appropriate parental or guardian consent. 

If we become aware that personal information has been collected from a child in violation of applicable law, we will take appropriate steps to delete or otherwise address the information. 

  1. Data Retention

We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, including responding to inquiries, providing requested services, maintaining organizational records, and complying with applicable legal obligations. 

Retention periods may vary depending on the type of information and the services provided, including website inquiries, Academy enrollment records, consultation records, and information associated with separately contracted services. 

When personal information is no longer required, we will take reasonable steps to securely delete or dispose of it, subject to applicable retention requirements. 

  1. Your Privacy Choices

You may contact us to request information about the personal data we maintain about you or to request corrections or deletion, subject to applicable laws and legitimate recordkeeping obligations. 

You may also opt out of optional marketing or promotional communications by following the unsubscribe instructions provided in those messages or contacting us directly. 

We will review and respond to privacy-related requests in accordance with applicable law. 

  1. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our website, programs, services, information practices, or applicable legal requirements. 

Any updates will be posted on this page with a revised effective date. 

We encourage visitors to review this Privacy Policy periodically to stay informed about how their information is handled. 

  1. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact: 

Wise Tax Strategies Website: www.wisetaxstrategies.org Email: admin@wpsm.org