Privacy Policy

This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you:

• Visit our website

• Submit a contact, inquiry, referral, partnership, sponsorship, event, or interest form

• Schedule a consultation or meeting

• Register for an event, program, workshop, or community activity

• Request consulting, speaking, media, financial protection, or other services

• Join an email list or request updates

• Communicate with us through email, telephone, social media, or another platform

• Participate in the Legacy Referral Circle

• Engage with Long Legacy Collective in another business or professional capacity

By using our website or voluntarily submitting information to us, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

The information we collect depends on how you interact with Long Legacy Collective.

Information You Provide Directly

We may collect information that you voluntarily provide, including:

• Full name

• Email address

• Telephone number

• Mailing address

• Organization, agency, company, or business name

• Job title or professional role

• Website or social media profile

• Preferred method of contact

• Information submitted through contact forms

• Project, program, event, or service details

• Budget, timeline, scope, and scheduling information

• Referral information

• Partnership, sponsorship, vendor, or subcontracting information

• Event registration or attendance information

• Workshop, speaking, facilitation, media, or interview requests

• Testimonials, reviews, feedback, or survey responses

• Documents, attachments, or materials you choose to provide

• Communications sent through email, telephone, forms, social media, or messaging platforms

• Other information you voluntarily submit

Referral Information

Through the Legacy Referral Circle or another referral process, we may receive information about an individual, business, organization, partner, or opportunity from someone else.

Referral information may include:

• The referred person’s name

• Organization or company

• Email address or telephone number

• Professional profile or website

• General information about a possible need, opportunity, or introduction

• The name of the person making the referral

Anyone submitting a referral should only provide information they are authorized to share. We may contact the referring person before contacting the individual or organization named in the referral.

Submitting a referral does not automatically add the referred person to a marketing list.

Client and Service Information

When you request or receive services, we may collect information reasonably necessary to:

• Evaluate your request

• Prepare a proposal or scope of work

• Establish a client or partner relationship

• Perform services

• Manage communications

• Process payments

• Maintain business records

• Complete follow-up activities

Depending on the service, this may include operational, financial, business, program, project, stakeholder, or organizational information.

Please do not submit highly sensitive personal information through a general website form or unsecured email unless specifically requested and an appropriate method of transmission has been provided.

Payment and Transaction Information

When payments are accepted through an invoice, payment processor, registration platform, or other third-party service, the payment provider may collect:

• Billing name and address

• Payment card or account information

• Transaction amount

• Payment date

• Payment status

• Related invoice or service information

Long Legacy Collective generally does not receive or store full payment card numbers. Payment information is processed according to the policies and security practices of the applicable payment provider.

Information Collected Automatically

When you visit our website, certain information may be collected automatically by our website provider, analytics tools, or similar technologies, including:

• Internet Protocol address

• Browser type

• Device type

• Operating system

• Approximate geographic location

• Referring website or source

• Pages visited

• Time spent on the website

• Links clicked

• Date and time of access

• General website activity

• Cookie or device identifiers

This information is generally used to operate, secure, measure, and improve the website.

2. How We Use Information

We may use personal information to:

• Respond to inquiries, requests, and messages

• Review consultation and service requests

• Schedule meetings and appointments

• Prepare proposals, recommendations, contracts, or scopes of work

• Provide consulting, program, operational, financial management, facilitation, speaking, training, media, event, community, and related services

• Review referrals, introductions, partnership opportunities, and sponsorship requests

• Coordinate events, programs, workshops, and community activities

• Communicate with clients, prospective clients, partners, vendors, participants, and referral sources

• Manage client and professional relationships

• Send requested information, confirmations, reminders, and updates

• Send newsletters or marketing communications when permitted

• Process invoices, registrations, and payments

• Maintain internal business, accounting, contractual, and compliance records

• Improve our website, forms, services, programs, and communications

• Measure website and communication performance

• Detect fraud, misuse, security threats, or technical problems

• Enforce agreements and protect our legal rights

• Comply with applicable laws, regulations, court orders, and legal processes

• Complete other purposes disclosed when information is collected

We may also use information in an aggregated or de-identified form that does not reasonably identify a specific person.

3. Email and Marketing Communications

We may send you service-related or administrative communications, including:

• Appointment confirmations

• Responses to inquiries

• Project updates

• Event information

• Registration details

• Payment or invoice communications

• Partnership or referral follow-up

• Changes affecting an existing relationship

When you subscribe, opt in, or otherwise permit us to do so, we may also send newsletters, announcements, educational content, service information, event invitations, or promotional communications.

You may unsubscribe from marketing emails at any time by using the unsubscribe link included in the message or contacting us at info@longlegacycollective.com.

Unsubscribing from marketing messages will not prevent us from sending communications needed to respond to a request, manage an active engagement, administer an event registration, process a transaction, or satisfy a legal obligation.

Commercial email senders are generally required to provide a functioning opt-out method and honor valid unsubscribe requests. 

4. Text Messages and Telephone Communications

If you provide a telephone number, we may contact you regarding:

• An inquiry you submitted

• A scheduled consultation

• An active project or engagement

• An event or registration

• A referral or introduction

• A service you requested

We will not use your telephone number for recurring promotional text messages unless appropriate consent has been obtained.

Message and data rates may apply based on your mobile provider. You may ask us to stop promotional text messages by replying STOP or contacting us directly.

5. Cookies and Similar Technologies

Our website and third-party services may use cookies, pixels, tags, local storage, or similar technologies.

These technologies may be used to:

• Keep the website functioning

• Remember preferences

• Understand website traffic

• Measure page performance

• Identify technical problems

• Evaluate how visitors interact with content

• Improve website design and communications

• Support embedded tools or third-party features

You can usually control or delete cookies through your browser settings. Blocking certain cookies may affect website functionality.

Where required, we may provide additional cookie notices or consent options.

6. Analytics

We may use website analytics services to understand general traffic and visitor activity.

Analytics providers may collect information such as:

• Pages viewed

• Session duration

• Browser and device information

• Approximate location

• Referral source

• Website interactions

Analytics information helps us understand how the website is used and where improvements may be needed.

7. Third-Party Platforms and Service Providers

We may use outside service providers to operate our business and deliver services. These providers may process information on our behalf or collect information directly from you.

Depending on the tools in use, providers may include:

• Website hosting and domain providers

• Google services, including Google Forms, Google Workspace, Google Analytics, Google Calendar, or related products

• HubSpot or another customer relationship management platform

• Calendly or another scheduling platform

• Email marketing and communication providers

• Payment processors and invoicing platforms

• Accounting and bookkeeping services

• Video conferencing platforms

• Event registration platforms

• File storage and document-signature providers

• Survey and form providers

• Social media platforms

• Facebook, Instagram, LinkedIn, and similar networks

• Canva or other content and design platforms

• Contractors, consultants, or professional advisers supporting our operations

These parties may access information only as needed to provide their services, meet contractual obligations, comply with law, or protect their systems and users.

Their handling of information is also governed by their own terms, privacy notices, and security practices. We encourage you to review the privacy policy of any third-party platform you use.

8. Social Media and Public Reviews

Long Legacy Collective maintains or may maintain profiles on social media, directory, review, and community platforms.

When you interact with us through a third-party platform, that platform may collect information according to its own privacy policy.

Information you post publicly, including:

• Comments

• Recommendations

• Reviews

• Testimonials

• Photographs

• Tags

• Public messages

may be visible to other users and may be shared or displayed by the platform.

With your permission, we may feature a review, testimonial, or other feedback in our website, proposals, marketing materials, social media, or business communications. We may identify you by your name, organization, title, or other approved attribution.

You may contact us if you previously authorized a testimonial and would like us to stop using it in future materials. Removal from previously printed or distributed materials may not always be possible.

9. Insurance and Financial Protection Inquiries

Long Legacy Collective may provide general educational information, introductions, referral support, or access to licensed professionals concerning insurance, financial protection, retirement, business protection, or legacy planning.

When you request this type of information, we may collect:

• Name and contact information

• General financial goals

• Family or business protection interests

• Preferred appointment information

• General eligibility or service needs

• 
  

Do not submit Social Security numbers, full financial account numbers, medical records, or other highly sensitive information through a general website or referral form.

Any information required for an insurance application or regulated financial product should be provided directly through the secure systems of the applicable licensed agent, carrier, brokerage, or authorized provider. Those parties maintain their own privacy policies and data-handling requirements.

Submitting an inquiry does not guarantee eligibility, coverage, approval, pricing, or issuance of any product.

10. Events, Programs, and Community Activities

When you register for or participate in an event, workshop, community program, media appearance, golf activity, or other initiative, we may collect information needed to:

• Process registration

• Confirm attendance

• Communicate schedule or location information

• Address accessibility or participation needs

• Coordinate vendors, sponsors, hosts, or partners

• Document attendance

• Collect feedback

• Administer program activities

• Support safety and event operations

Photographs, video, or audio may be captured at certain events. When appropriate, we will provide notice, obtain a release, or provide instructions for attendees who do not wish to be photographed or recorded.

11. How We Disclose Information

We may disclose personal information to:

• Service providers that help us operate our business

• Contractors, consultants, facilitators, or team members assisting with an engagement

• Event hosts, venues, sponsors, or program partners when needed to administer an activity

• Licensed agents or professional partners when you request or authorize an introduction

• Payment, accounting, legal, insurance, or business advisers

• Government agencies, regulators, courts, or law enforcement when legally required

• A successor organization in connection with a merger, acquisition, sale, reorganization, or transfer of business assets

• Other parties with your direction or consent

We may also disclose information when reasonably necessary to:

• Protect the safety, rights, or property of Long Legacy Collective or another person

• Investigate fraud or misuse

• Enforce an agreement

• Respond to a legal request

• Prevent or address a security incident

12. Sale or Sharing of Personal Information

Long Legacy Collective does not sell personal information for money.

We also do not knowingly disclose personal information for cross-context behavioral advertising.

Some analytics, social media, embedded content, or advertising technologies may be treated as “sharing,” “targeted advertising,” or a similar activity under certain state privacy laws. Where legally required and applicable to our operations, we will provide the appropriate notice and method for exercising an opt-out right.

13. Sensitive Personal Information

We do not request sensitive personal information through general website forms unless it is reasonably necessary for a specific service and an appropriate method of collection has been provided.

Sensitive information may include:

• Social Security numbers

• Driver’s license or government identification numbers

• Full financial account information

• Payment card numbers

• Medical or health records

• Precise geolocation

• Account passwords

• Biometric information

• Information concerning race, ethnicity, religion, sexual orientation, immigration status, or similar legally protected categories

Please do not submit this information through a standard contact form, referral form, social media message, or unsecured email.

14. Data Retention

We retain information only for as long as reasonably necessary to:

• Respond to requests

• Provide services

• Manage client and business relationships

• Fulfill contractual obligations

• Maintain accounting and tax records

• Document consent and communications

• Resolve disputes

• Enforce agreements

• Protect legal rights

• Meet regulatory or legal requirements

Retention periods may vary depending on:

• The type of information

• The nature of the relationship

• Contractual requirements

• Legal and accounting obligations

• The purpose for which the information was collected

• The systems used to store the information

We may retain certain records after a relationship ends when required for legitimate business, accounting, contractual, insurance, or legal purposes.

15. Data Security

We use reasonable administrative, technical, and organizational measures designed to protect personal information from:

• Unauthorized access

• Loss

• Misuse

• Alteration

• Disclosure

• Destruction

These measures may include access controls, password protection, reputable service providers, account security tools, limited access, and secure storage practices.

No website, email transmission, cloud system, or storage method is completely secure. We cannot guarantee that personal information will never be accessed, disclosed, altered, lost, or destroyed.

16. Data Breach or Security Incident

If we become aware of a security incident involving personal information, we may investigate the incident, take reasonable corrective action, and provide notification when required by applicable law.

17. Your Privacy Choices

Depending on your location and applicable law, you may have the right to request that we:

• Confirm whether we process your personal information

• Provide access to certain personal information

• Correct inaccurate personal information

• Delete certain personal information

• Provide a copy of certain information

• Limit or object to certain processing

• Opt you out of marketing communications

• Opt you out of certain sales, sharing, or targeted advertising activities

• Withdraw consent when processing is based on consent

Some rights may be subject to legal exceptions. For example, we may need to retain information to:

• Complete a transaction

• Perform a contract

• Maintain financial or tax records

• Establish or defend legal claims

• Detect fraud

• Meet regulatory requirements

• Protect security

• Honor another person’s rights

To submit a privacy request, email info@longlegacycollective.com with the subject line:

Privacy Request

Please include:

• Your name

• Your email address

• The nature of your request

• Enough information for us to identify the relevant records

We may need to verify your identity before completing a request. We will only request information reasonably necessary for verification.

18. State Privacy Rights

Residents of certain states may have additional rights under state privacy laws.

These rights may include access, correction, deletion, portability, appeal, and the ability to opt out of certain data uses.

The Maryland Online Data Privacy Act establishes privacy obligations and consumer rights for covered businesses, subject to statutory applicability thresholds and exceptions. 

California law also requires covered businesses to provide information about applicable consumer privacy rights and procedures for exercising those rights. 

Not every state privacy law applies to every small business. When a law applies to Long Legacy Collective, we will process eligible requests in accordance with that law.

If we deny a request and applicable law provides an appeal right, you may submit an appeal by replying to our decision or emailing info@longlegacycollective.com with the subject line:

Privacy Request Appeal

19. Do Not Track and Global Privacy Control

Some browsers offer “Do Not Track” signals. Because there is not one universally accepted standard for responding to these signals, our website may not respond to every Do Not Track request.

Where required by applicable law and supported by our website technology, we will recognize legally valid browser-based opt-out signals, such as Global Privacy Control.

20. Children’s Privacy

Our website and general business services are not directed to children under 13, and we do not knowingly collect personal information online directly from children under 13 without appropriate parental consent.

The Children’s Online Privacy Protection Act imposes specific requirements on covered websites and online services that collect personal information from children under 13. 

Some Long Legacy Collective programs or events may involve families or minors. In those cases:

• A parent, guardian, school, host organization, or authorized adult should provide the required information

• Additional consent or release forms may be used

• Information about minors should be limited to what is reasonably necessary for participation and safety

If you believe a child has submitted personal information to us without appropriate authorization, contact us so we can review and address the matter.

21. External Links

Our website may contain links to third-party websites, forms, social media pages, scheduling systems, payment services, partner sites, or other resources.

We are not responsible for the content, privacy practices, security, or availability of third-party websites and services. Visiting an external link is subject to that provider’s terms and privacy policy.

22. International Visitors

Long Legacy Collective is based in the United States.

If you access our website or submit information from outside the United States, your information may be transferred to and processed in the United States or another location where our service providers operate.

Privacy laws in those locations may differ from the laws in your country or region.

23. Changes to This Privacy Policy

We may revise this Privacy Policy as our services, website, tools, or legal obligations change.

The updated policy will be posted on this page with a revised effective date. Material changes may also be communicated through the website, email, or another reasonable method when appropriate.

Your continued use of the website after an updated policy is posted means that the revised policy will apply to future interactions.

24. Contact Us

Questions, concerns, and privacy requests may be directed to:

Long Legacy Collective, LLC
Website: www.longlegacycollective.com
Email: info@longlegacycollective.com

For privacy requests, use the subject line:

Privacy Request