The Endowment Fund of the Phi Kappa Psi Fraternity (d/b/a Phi Kappa Psi Foundation; Phi Psi Foundation) (the “Foundation”), understands that security and privacy are important issues for visitors to our websites, www.PKPFoundation.org, www.Laurel-Hall.org and www.NelsonLeadershipInstitute.org (collectively the “Site”), and recognizes our obligation to keep your information secure and confidential. That is why we maintain the following standards to help protect information that personally identifies you. We may modify this Privacy Policy (the “Policy”) at any time and, accordingly, we urge you to frequently review the Policy. We will always apply the Policy under which your information was collected, unless we obtain your prior consent for additional disclosure, or are legally required to disclose, as noted below.

You may be asked to voluntarily provide your name, address, phone number, email address, credit card number, billing address, educational information, financial information or other personally identifiable information (“Personal Information”) to make online donations, complete grant and scholarship applications, or to have access to some features of the Site. By using the Site and providing us with your Personal Information, you consent to our use of such information as described in this Policy. You may always refuse to provide your Personal Information, but this may lead to our inability to provide you with certain services. We may also collect information that is anonymous, such as your IP number (a number used to identify your computer on the Internet) or the type of browser you are using (“Anonymous Information”), through the use of cookies or by other means. We hope that, by using Anonymous Information, we can update the Site to make it more useful to you and other users. We reserve the right to maintain, update, disclose or otherwise use Anonymous Information, without limitation.

We use your Personal Information for the following purposes, as applicable: to process online donations and administer your account; to process grant and scholarship applications; to administer and improve the Site and related services; to notify you of events or information that may be of interest to you; to provide Internet security; and to meet legal requirements. The Foundation may work with third party service providers who perform certain functions on our behalf, including, for example, collecting electronic grant and scholarship applications, sending email messages, processing credit card payments, managing data or stewarding contributions. These third party service providers may have access to your Personal Information only to the extent necessary to perform their specific functions for the Foundation and may not use it for any other purpose. Other than for the specific purposes set forth in this Policy, we will not disclose your Personal Information unless we obtain your prior consent or are legally required to do so.

We encourage parents and guardians to be aware of and participate in their children’s online activities. The Foundation strictly adheres to the Children’s Online Privacy Protection Act and will not knowingly collect, use, or disclose Personal Information from any child under the age of thirteen (13) in any manner that violates this law.

In the event you do not wish to receive informational emails from the Foundation, please follow the opt-out instructions contained within the body of any email message you receive.

When you visit the Site, the Foundation or one of its partners may store or recognize some information on your computer in the form of a “cookie” or similar file that can help us improve the Site. For example, the use of cookies allows us to tailor the Site to better match your interests and preferences. With most Internet browsers or other software, you can erase cookies from your computer hard drive, block all cookies, or receive a warning before a cookie is stored. Please refer to your browser instructions to learn more about these functions. If you reject cookies, functionality of the Site may be limited, and you may not be able to take advantage of some of the Site’s features.

The Site may contain links to web sites operated by third parties. These links are provided to you for informational purposes only; once you connect with another site by choosing a link, you will no longer be on the Foundation’s Site. Please review each linked website’s privacy policy, and if you do not agree to be bound by the terms of the policy governing that site, terminate your visit to that site. We are not responsible for the privacy policies, practices, or content of websites operated by third parties. Therefore, the Foundation disclaims any liability for any third party’s use of your Personal or Anonymous Information obtained through using the third party website.

We have procedures in place to protect the privacy and confidentiality of your Personal Information that we collect and maintain. All Personal Information is stored on our secured servers, behind a firewall at a data center with access to data strictly controlled. We use Secure Sockets Layering (SSL) to encrypt your personal credit information, including your credit card number, before it travels over the Internet. Any unauthorized use of the Site may result in criminal and/or civil prosecution.

If you have any questions or comments about this Policy or you wish to update your Personal Information, please contact us by email at info@pkpfoundation.org. Please make any communications as complete and descriptive as possible, and we will attempt to respond promptly to your concerns.

This Policy establishes standards governing the Endowment Fund of the Phi Kappa Psi Fraternity’s (d/b/a Phi Kappa Psi Foundation; Phi Psi Foundation) (the “Foundation”) use of text messages and other mobile messaging technologies (collectively, “SMS”, “texting”, “iMessaging” or “Mobile Messaging”) to communicate with constituents including donors, volunteers, members, program participants, parents/guardians (where applicable), and other stakeholders. The Policy is intended to ensure transparency, consent, privacy, legal compliance, and responsible stewardship of personal information. 

This Policy applies to all Foundation departments, affiliated entities, officers, employees, contractors, and volunteers who initiate, manage, or oversee Mobile Messaging on behalf of the Foundation. 

The Foundation’s Mobile Messaging practices shall: 

• Respect individual privacy and preferences; 

• Comply with applicable federal, state, and local laws and regulations, including the Telephone Consumer Protection Act (TCPA) and CAN-SPAM principles as applicable to SMS; 

• Be transparent about message purpose, frequency, and data use; 

• Use Mobile Messaging to support the Foundation’s charitable and educational mission and relationship-building efforts; and 

• Maintain appropriate oversight, data security, and accountability. 

Mobile Messaging may be used for purposes including, but not limited to: 

• Event-related communications (e.g., reminders, logistics, schedule updates); 

• Program and participant communications; 

• Donor stewardship, acknowledgments, and mission-related updates; 

• Volunteer coordination; 

• Time-sensitive or operational notices; and 

• Fundraising appeals consistent with the Foundation’s development practices. 

1. Affirmative Consent by Providing a Mobile Number
By voluntarily providing a mobile phone number to the Foundation, an individual affirmatively consents and opts in to participate in the Foundation’s Mobile Messaging program (the “Program”). Such consent authorizes the Foundation to send recurring mobile messages to the mobile phone number provided, even if that number is registered on any state or federal “Do Not Call” list.

2. Method of Opt-In
Consent may be provided through a variety of means, including but not limited to online forms, event or program registrations, written agreements, donations, membership records, text-to-join keywords, or other interactions where a mobile phone number is knowingly and voluntarily supplied.

3. Scope of Consent
Messages may include informational, transactional, programmatic, stewardship, fundraising, and operational communications related to the Foundation’s mission. Message frequency may vary based on engagement and activity.

4. Required Disclosures
At the point of collection, or as part of the initial message, individuals will be informed that: 

• Message and data rates may apply;
• Consent to receive mobile messages is not a condition of any purchase or donation; and
• Individuals may opt out of receiving messages at any time. 

Individuals may opt out of Mobile Messaging at any time by replying STOP (or an equivalent keyword). Upon opting out, individuals will receive a confirmation message and will no longer receive messages unless they re-opt in. Individuals may request help or additional information by replying HELP or contacting the Foundation directly. 

Message frequency shall be reasonable and aligned with the stated purpose. Content shall be mission-related, respectful, and appropriate to the audience. The Foundation shall not send messages that are misleading, coercive, or inconsistent with its values. 

The Foundation may collect mobile phone numbers and related metadata solely for communication purposes aligned with this Policy. Mobile numbers shall not be sold, rented, or shared with third parties for their independent marketing purposes. The Foundation may share information with trusted service providers solely to facilitate messaging services, subject to confidentiality and data protection obligations. 

The Foundation shall take reasonable administrative, technical, and physical safeguards to protect mobile data from unauthorized access, disclosure, or misuse. Mobile Messaging data shall be retained only as long as necessary to fulfill communication, legal, or operational needs, consistent with the Foundation’s record retention policies.

Mobile Messaging may be delivered through third-party platforms or vendors. Vendors must demonstrate compliance with applicable privacy and security standards and agree to use information only as directed by the Foundation. The Foundation is not responsible for delays or failures in message delivery caused by carriers or third-party providers. 

Mobile Messaging practices are governed by and incorporated into the Foundation’s broader Privacy Policy. In the event of a conflict, the more protective provision regarding personal data shall apply. 

This Policy shall be reviewed periodically and updated as necessary to reflect changes in law, technology, or Foundation practices. Material changes will be communicated through appropriate channels. 

If you have any questions or comments about this Policy or the Foundation’s Mobile Messaging practices or you wish to update your Personal Information, please contact us by email at info@pkpfoundation.org or by mail at 5395 Emerson Way, Indianapolis, IN 46226. 

The Endowment Fund of the Phi Kappa Psi Fraternity (d/b/a Phi Kappa Psi Foundation; Phi Psi Foundation) (the “Foundation”), understands that security and privacy are important issues for our donors (“Donors”) and recognizes our obligation to keep Donors’ information secure and confidential. As such, we are committed to protecting the privacy of Donors’ personal and financial information, pursuant to the provisions of this Donor Privacy Policy.

In connection with making a donation, the Foundation may ask a Donor to provide his or her name, address, phone number, email address, credit card number, billing address, or other personal information (the “Personal Information”). It is the policy of the Foundation to keep all Personal Information about our Donors private and confidential. Accordingly, the Foundation will not disclose any Personal Information about our Donors or their gift commitments as outlined in donation agreements, pledge forms or other documentation to anyone, except as described in this Donor Privacy Policy, as otherwise required by law, as needed to process a donation/complete the gift, or with the express permission of such Donors.

Donor Recognition. The Foundation recognizes the generosity of our donors by publishing general donor information, such as donors’ names, chapters and graduation/initiation years (as applicable), and giving levels on the Foundation’s website, in various donor recognition reports, and similar materials (“Donor Recognition Materials”). From time to time, the Foundation publishes donor photographs and testimonials in our Donor Recognition Materials. The Foundation also honors and respects all requests for anonymity: Donors who wish to remain anonymous or who prefer not to have their gifts to the Foundation publicized are asked to communicate that desire to the Foundation at the time that they make their gift. 

Third Party Service Providers. The Foundation may work with third party service providers who perform certain functions on our behalf, including, for example, providing assistance in the processing and administering gifts to the Foundation. These third party service providers may have access to Donors’ Personal Information only to the extent necessary to perform their specific functions for the Foundation and may not use or disclose it for any other purpose. We maintain physical, electronic, and procedural safeguards to protect our Donors’ Personal Information. The Foundation requires all third party service providers working on its behalf to similarly safeguard Personal Information about the Foundation’s Donors.

If you have any questions or comments about this Donor Privacy Policy or you wish to update your Personal Information, please contact us by email at info@pkpfoundation.org or by mail at 5395 Emerson Way, Indianapolis, IN 46226.

Your trust and confidence are important to us. The purpose of this policy is to state the Endowment Fund of the Phi Kappa Psi Fraternity’s (d/b/a Phi Kappa Psi Foundation; Phi Psi Foundation) (the “Foundation”) position on donor confidentiality and donor anonymity and will guide the actions of the Board of Trustees, the Chief Executive Officer (“CEO”) and staff and committee members who may serve the Foundation, regarding the rights of donors and potential donors to confidentiality regarding their transactions with the Foundation.

The Foundation recognizes that the operation of the Foundation requires the maintenance and management of extensive donor and prospect records. Donor records often contain sensitive information that has been shared with or developed by Foundation staff and volunteers on a confidential basis. “Records” means all files, including electronic data, containing information on donors or prospective donors to the Foundation.

Information about donors and donations is handled with respect and confidentiality. Employees and volunteers of the Foundation are not permitted to use this information for any purpose other than to carry out the services they are performing for the benefit of the Foundation.

The CEO shall be responsible for maintaining the confidentiality of donor and prospect records and will ensure that all staff have clear direction regarding the confidentiality of records through the establishment of appropriate operating procedures. The CEO may, in the CEO’s discretion, make all or part of any record available to staff members or volunteers if essential to them in executing their responsibilities. Disclosure decisions will honor the wishes of donors related to disclosure unless a larger legal issue is related. The Foundation will not sell, share, or trade your personal information for third party fundraising or marketing purposes. The Foundation does not sell its mailing lists.

To carry out its responsibilities, the Board of Trustees or committee members may need to review donor/prospect records. They shall respect the Foundation’s significant interest in protecting the sensitive nature of those records and shall maintain these policies for donor confidentiality.

The Foundation’s auditors are authorized to review donor and prospect records as required for the purposes for which they are engaged. Gift agreements are considered “strictly confidential information” and are not public documents. Particulars of a gift agreement will not be shared with the general public or other parties unless the donor has granted permission to do this.

The names of donors may be listed in the Foundation’s annual report, on the website and/or in similar public relations communications. Exceptions will be made for any donor who specifically requests anonymity.

The Foundation will not publish the specific amount of any donor’s gift without the permission of the donor.

Donors making gifts to the Foundation by bequest or other testamentary device are deemed to have granted such permission, unless otherwise noted.

The names of donors of memorial or honor gifts may be released to the honoree, next of kin or individual(s) designated by the immediate family, unless otherwise specified by the donor. Gift amounts are not to be released without express consent of the donor.

The CEO is authorized to accept anonymous gifts to the Foundation. In the event the CEO is uncertain about the desirability of accepting an anonymous gift, the CEO shall consult with the Executive or Development Committee. The CEO shall disclose to the Development/Executive Committee, upon a request by a majority of the Development/Executive Committee, the names of any anonymous donors.

The Foundation defines “personal information” as information that can be used to distinguish, identify or contact a specific individual. It does not include publicly available information such as business contact information, names, addresses and telephone numbers as published in public sources, such as telephone directories. Credit card information is handled by a secure third party and used only to process payment initiated by a person contacting the Foundation.

The Foundation collects, uses and discloses personal information concerning our donors for the following reasons:

• To establish a relationship and communicate with donors
• To understand who our donors are and how we may improve our stewardship, outreach and services to meet their preferences and expectations
• To process a donation (e.g. a credit card transaction)
• To issue a tax receipt
• To recognize contributions
• To meet requirements imposed by law