Hope Serve Action, (referred to as “HSAF”) maintains physical, electronic, and procedural safeguards that comply with federal standards to protect its donors’ nonpublic personal information (“information”). Through this policy and its underlying procedures, HSAF attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information.

It is the policy of HSAF to restrict access to all current and former donors’ to those employees and affiliated/non-affiliated entities who need to know that information in order to provide products or services in furtherance of the donor’s engagement of HSAF. In that regard, HSAF may disclose the donor’s information: (1) to individuals and/or entities not affiliated with HSAF, including, but not limited to: the donor’s other professional advisors and certain service providers that may be recommended or engaged by HSAF in furtherance of the donor’s engagement of HSAF (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, record keeper, etc.); (2) where HSAF is required to do so by judicial or regulatory process; or (3) where HSAF is otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations. The disclosure of information contained in any document completed by the donor for processing and/or transmittal by HSAF to facilitate the commencement/continuation/termination of a business relationship between the donor and/or between HSAF and a non-affiliated third party service provider (i.e., broker-dealer, investment advisor, account custodian, record keeper, insurance company, etc.), including, but not limited to, information contained in any document completed and/or executed by the donor in furtherance of the donor’s engagement of HSAF (i.e., advisory agreement, donor information form, etc.), shall be deemed as having been automatically authorized by the donor with respect to the corresponding non-affiliated third party service provider.

HSAF permits only authorized employees and affiliates who have signed a copy of HSAF’s Privacy Policy to have access to donor information. Employees violating HSAF’s Privacy Policy will be subject to HSAF’s disciplinary process. Additionally, whenever HSAF hires other organizations to provide services to HSAF’s donors, HSAF will require them to sign or provide confidentiality agreements and/or Privacy Policies.

Should you have any questions regarding the above, please contact our team at team@hopeserveaction.com.