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Privacy Policy

Effective January 2026 · Last updated October 2026
Privacy policyTerms of useDisclosuresCookie settings
On this pageInformation we collectHow we use informationHow we share informationText-to-give and SMS communicationsData retention & securityYour choices & rightsContact

This Privacy Policy explains how Plero (“Plero,” “we,” “us”) collects, uses, and protects information when you visit our website or use our services. By using Plero, you agree to the practices described here.

01

Information we collect

  • Information you provide — name, institution, work email, role, and details you share when you book a session or contact us.
  • Organization & fund data — information needed to administer your endowment, provided by your organization or its custodian.
  • Usage data — basic analytics such as pages visited and device type, collected to improve the site.
02

How we use information

  • To respond to inquiries and schedule and conduct sessions.
  • To provide, administer, and improve our services.
  • To communicate updates relevant to your account or interest.
  • To meet legal, regulatory, and security obligations.
03

How we share information

We do not sell your personal information. We share it only with service providers who help us operate (for example, our custodian, Charles Schwab & Co., Inc., and scheduling or email vendors), and where required by law or to protect our rights. These providers are bound to use the information only for the services they perform for us.

04

Text-to-give and SMS communications

Plero is operated by Giverise Incorporated. When you use text-to-give, we collect your mobile phone number, messages you send, messaging preferences, opt-in and opt-out records, and delivery information. We use this information to respond to your giving requests, provide secure donation links, offer assistance, and honor your messaging choices.

By texting GIVE to Plero’s published text-to-give number after viewing the SMS consent disclosure, you agree to receive SMS messages from Plero related to your giving request. Consent applies to Plero only and does not enroll you in unrelated marketing or fundraising messages. Message frequency varies based on your requests. Message and data rates may apply.

Reply STOP to opt out or HELP for assistance. Opting out of SMS does not prevent you from donating through our website.

We do not sell or share your SMS opt-in data or personal information with third parties for marketing purposes. We may disclose the information needed to deliver and support text-to-give to service providers acting on our behalf, such as our messaging provider. These providers may use that information only to perform services for Plero.

We retain messaging and consent records as needed to provide the service, honor opt-outs, prevent abuse, and meet applicable obligations. For privacy questions or requests, contact privacy@plero.io.

05

Data retention & security

We retain information only as long as needed for the purposes above or as required by law, and we use reasonable administrative, technical, and physical safeguards to protect it. No method of transmission or storage is completely secure.

06

Your choices & rights

You may request access to, correction of, or deletion of your personal information, and you may opt out of non-essential communications at any time. To make a request, email privacy@plero.io. Depending on where you live, you may have additional rights under applicable law.

07

Contact

Questions about this policy? Write to privacy@plero.io.