Effective date: July 27, 2026

Women’s Money Matters Inc. is a registered 501(c)(3) nonprofit organization (Tax ID 90-0688545). Donors make our free programs possible, and we treat donor information with the same care we ask our participants to trust us with. This policy explains what we collect from donors and supporters, how we use it, and the control you have over it. It supplements our Privacy Policy.

Our core commitment

We do not sell, rent, trade, or share our donor list with any other organization for that organization’s own fundraising or marketing purposes. We do not exchange donor lists with other nonprofits. Your information is used to support the mission you chose to give to, and nothing else.

What we collect from donors

• Contact and gift information: your name, email address, mailing address, phone number, and the amount, date, designation, and frequency of your gift
• Payment information: processed directly by our third-party payment processor. Full payment card and bank account numbers are handled by the processor and are not stored on our systems
• Employer and matching gift information: where you use our matching gift tool, your employer name and the details needed to verify and claim a match
• Communications: your correspondence with us and your stated interests or preferences
• Publicly available information: we may occasionally reference public sources, such as foundation directories or public philanthropic records, to understand how best to steward relationships

Where donor information is kept

Donor and supporter records are maintained in our constituent relationship management system (Salesforce), which is our system of record. Access is restricted to staff and authorized volunteers whose roles require it. Our email communications are sent through third-party email delivery platforms under contract with us.

How we use donor information

• To process your gift and send you a receipt and acknowledgment
• To provide the written substantiation you need for tax purposes
• To claim employer matching gifts on your behalf, where applicable
• To communicate about our programs, impact, events, and future giving opportunities
• To recognize donors, subject to the choices described below
• To meet our accounting, audit, grant reporting, and legal obligations

When donor information is shared

We share donor information only in these limited circumstances:

• Service providers who process payments, deliver email, or host our systems, under contract and only to perform services for us
• Employer matching gift programs, where we must confirm your gift to the employer or its matching gift administrator so the match can be paid
• Auditors and regulators, where required by law, including information reported on our IRS Form 990 as required

Gifts made in honor or memory of someone may be acknowledged to the honoree or family without disclosing the gift amount, unless you ask us not to.

Your choices

• Give anonymously. You may request that your gift not be publicly associated with your name. Tell us at the time of your gift or contact us afterward.
• Opt out of recognition. We may list donor names in our annual report, on our website, or at events. You can ask to be excluded from any donor listing at any time.
• Control your mail and email. You can unsubscribe from fundraising emails using the link in any such message, or ask us to remove you from postal mailings, phone contact, or all solicitation entirely, while remaining a donor.
• Access, correct, or delete. You can ask what donor information we hold, correct it, or request deletion, subject to records we must retain for tax, audit, and legal purposes.

To exercise any of these, email [email protected] or call 617-297-7376. We will honor requests promptly.

Donation refunds

Donations are generally non-refundable once processed. If you made an error, such as a duplicate gift, an incorrect amount, or an unintended recurring gift, contact us within 30 days and we will work with you in good faith to correct it. You may cancel a recurring gift at any time by contacting us.

How long we keep donor records

We retain donor and gift records for as long as needed to steward the relationship and to satisfy our accounting, audit, tax, and grant reporting obligations, which generally requires keeping transaction records for a period of years. When records are no longer required, we delete or de-identify them.

Security

We use administrative, technical, and physical safeguards to protect donor information, including encrypted connections and role-based access controls. We will never ask you for your password or banking login details, and we will never request a donation by gift card, wire transfer to an individual, or cryptocurrency. If you receive a suspicious solicitation appearing to come from us, please contact us before acting on it.

Questions

Women’s Money Matters Inc.
6 Liberty Square #2697
Boston, MA 02109
Mailing address only. We operate as a virtual office.
Phone: 617-297-7376
Email: [email protected]