Personal Information We Collect

Information you provide to us. We collect the personal information you provide to us
through or in connection with the Service or otherwise, as described below.

• As an end-user of our Service, we may collect the following information from you
  and/or receive this information from your employer:
• ~Contact information, such as your first and last name, email and
  mailing addresses, and phone number.
• ~Demographic and employment-related information, such as your
  employment status, where you are employed, business address, professional title,
  department, salary, and pay band/grade.
• ~Content you choose to upload to the Service, such as text, images,
  audio, and video, along with the metadata associated with the files you upload.
• ~Account information, such as your username and password that you
  may set to establish an online account with us, photographs, interests, preferences,
  and settings.
• ~Education information, such as the education you have completed.
• ~Registration information, such as information that may be related
  to a service, an account, or an event you register for.
• ~Feedback or correspondence, such as information you provide when
  you contact us with questions, feedback, or otherwise correspond with us online.
• ~Transaction information, such as information about your
  contributions to your account and distributions to nonprofit organizations.
• ~Financial information, such as bank account information, payroll
  information, or payment card information.
• ~Precise geolocation information, such as when you authorize our
  mobile application to access your location.
• ~Usage information, such as information about how you use the
  Service and interact with us, including information associated with any content you
  upload to the Service or otherwise submit to us, and information you provide when
  you use any interactive features of the Service.
• ~Marketing information, such as your preferences for receiving
  communications about our activities, events, and publications, and details about how
  you engage with our communications.
• As an employer, when you communicate with us about the Service, use the Service, or
  otherwise correspond with us about the Service, we may collect the following information
  from you:
• ~Contact information, such as first and last names, email and
  mailing addresses, phone numbers, professional titles, and company name.
• ~Content you choose to upload to the Service, such as text, images,
  audio, and video, along with the metadata associated with the files you upload.
• ~Account information, such as your username and password that you
  may set to establish an online account with us, photographs, interests, preferences,
  and settings.
• ~Registration information, such as information that may be related
  to a service, an account, or an event you register for.
• ~Feedback or correspondence, such as information you provide when
  you contact us with questions, feedback, or otherwise correspond with us online.
• ~Transaction information, such as information about payments to and
  from you and other details of products or services you have purchased from us and
  contributions you make to employee accounts and nonprofit organizations.
• ~Financial information, such as bank account information.
• ~Usage information, such as information about how you use the
  Service and interact with us, including information associated with any content you
  upload to the Service or otherwise submit to us, and information you provide when
  you use any interactive features of the Service.
• ~Marketing information, such as your preferences for receiving
  communications about our activities, events, and publications, and details about how
  you engage with our communications.
• As a nonprofit organization, when you communicate with us about the Service, use the
  Service, or otherwise correspond with us about the Service, we may collect the following
  information from you:
• ~Contact information, such as first and last names, email and
  mailing addresses, phone numbers, professional titles, and nonprofit organization
  name.
• ~Content you choose to upload to the Service, such as text, images,
  audio, and video, along with the metadata associated with the files you upload.
• Account information, such as your username and password that you
  may set to establish an online account with us, photographs, interests, preferences,
  and settings.
• ~Registration information, such as information that may be related
  to a service, an account, or an event you register for.
• Feedback or correspondence, such as information you provide when
  you contact us with questions, feedback, or otherwise correspond with us online.
• ~Transaction information, such as information about contributions
  distributed to the nonprofit organization.
• ~Financial information, such as bank account information.
• ~Usage information, such as information about how you use the
  Service and interact with us, including information associated with any content you
  upload to the Service or otherwise submit to us, and information you provide when
  you use any interactive features of the Service.
• ~Marketing information, such as your preferences for receiving
  communications about our activities, events, and publications, and details about how
  you engage with our communications.
• Other information that we may collect which is not specifically listed
  here, but which we will use in accordance with this Privacy Policy or as otherwise disclosed
  at the time of collection.

Information we obtain from social media platforms. We may maintain pages for our
Company on social media platforms, such as Facebook, LinkedIn, Twitter, Google, YouTube, Instagram,
and other third party platforms. When you visit or interact with our pages on those platforms, the
platform provider’s privacy policy will apply to your interactions and their collection, use and
processing of your personal information. You or the platforms may provide us with information
through the platform, and we will treat such information in accordance with this Privacy Policy.

If you choose to login to the Service via a third-party platform or social media network, or
otherwise connect your account on the third-party platform or network to your account through the
Service, we may collect information from that platform or network. For example, this information may
include your Facebook username, user ID, profile picture, cover photo, and networks to which you
belong (e.g., school, workplace). You may also have the opportunity to provide us with additional
information via the third-party platform or network, such as a list of your friends or connections
and your email address. You can read more about your privacy choices in the “Third party platforms
or social media networks” portion of the “Your Choices” section.

Information we obtain from other third parties. We may receive personal information
about you from third-party sources. For example, a business partner may share your contact
information with us if you have expressed interest in learning specifically about our products or
services, or the types of products or services we offer. We may obtain your personal information
from other third parties, such as marketing partners, publicly-available sources and data providers.

Automatic data collection. If you use our Service or communicate with us, we, our
service providers, and our business partners may automatically log the following types of
information about you, your computer or mobile device, and your interactions over time with us:

• Device data, such as your computer’s or mobile device’s operating
  system type and version, manufacturer and model, browser type, screen resolution, RAM
  and disk size, CPU usage, device type (e.g., phone, tablet), IP address, unique
  identifiers (including identifiers used for advertising purposes), language settings,
  mobile device carrier, radio/network information (e.g., Wi-Fi, LTE, 3G), and general
  location information such as city, state or geographic area.
• Online activity data, such as pages or screens you viewed, how long you
  spent on a page or screen, the website you visited before browsing to the website,
  navigation paths between pages or screens, information about your activity on a page or
  screen, access times and duration of access, and whether you have opened our marketing
  emails or clicked links within them.
• Location data when you authorize the Service to access your device’s
  location.

Cookies and similar technologies. Like many online services, we use the following
technologies:

• Cookies, which are text files that websites store on a visitor‘s device
  to uniquely identify the visitor’s browser or to store information or settings in the
  browser for the purpose of helping you navigate between pages efficiently, remembering
  your preferences, enabling functionality, helping us understand user activity and
  patterns, and facilitating analytics and online advertising.
• Local storage technologies, like HTML5 and Flash, that provide
  cookie-equivalent functionality but can store larger amounts of data, including on your
  device outside of your browser in connection with specific applications.
• Web beacons, also known as pixel tags or clear GIFs, which are used to
  demonstrate that a webpage or email was accessed or opened, or that certain content was
  viewed or clicked.

These technologies may be used for the following purposes:

• Technical operation. To allow the technical operation of the Service,
  such as by remembering your selections and preferences as you navigate the site, and
  whether you are logged in when you visit password protected areas of the Service.
• Analytics. To help us understand user activity on the Service,
  including which pages are most and least visited and how visitors move around the
  Service, as well as user interactions with our emails. For example, we use Google
  Analytics to learn more about the types of users that visit our website and to help
  improve our website. To provide this service, Google Analytics may collect certain
  information about you from your computer, including the pages you visit, the length of
  your visit, information about your device (such as your IP address), and other
  information about you. You can read more about Google Analytics and your privacy choices
  in the “Analytics” portion of the “Your Choices” section.

Referrals. Users of the Service may have the opportunity to refer friends or other
contacts to us. If you are an existing user, you may only submit a referral if you have permission
to provide the referral’s contact information to us so that we may contact them.

Groundswell Vendors

• Plaid: https://plaid.com/legal/#consumers
• Modern Treasury: https://www.moderntreasury.com/terms
• Datadog: https://www.datadoghq.com/legal/terms/2014-12-31/
• Amazon AWS: https://aws.amazon.com/service-terms/
• Okta: https://www.okta.com/sites/default/files/2021-03/MSA-Q1_FY21_Update-Online_Terms-JP_011921_en_ja.pdf
• Mixpanel: https://mixpanel.com/legal/privacy-overview/

How We Use Your Personal Information

We use your personal information for the following purposes and as otherwise described in this
Privacy Policy or at the time of collection:

Service delivery. We use your personal information to:

• provide, operate, and improve the Service;
• provide information about our products and services;
• establish and maintain your account profile on the Service;
• facilitate your login to the Service via third-party identity and access management
  providers, such as Facebook, Google, and Apple ID;
• enable security features of the Service, such as by sending you security codes via email
  or SMS, and remembering devices from which you have previously logged in;
• communicate with you about the Service, including by sending you announcements, updates,
  security alerts, and support and administrative messages;
• communicate with you about events or contests in which you participate;
• understand your needs and interests, and personalize your experience with the Service
  and our communications; and
• provide support and maintenance for the Service, and respond to your requests, questions
  and feedback.

Research and development. We may use your personal information for research and
development purposes, including to analyze and improve the Service.

Marketing. We, our service providers and our third-party advertising partners may
collect and use your personal information for marketing and advertising purposes.

• Direct marketing. We may send you Groundswell-related marketing
  communications as permitted by law. You will have the ability to opt-out of our
  marketing and promotional communications as described in the “Opt out of marketing
  communications” section below.
• Interest-based advertising. We may engage third-party advertising
  companies and social media companies to display advertisements on the Service or
  elsewhere online. These companies may use cookies and similar technologies to collect
  information about your interaction (including the data described in the automatic data
  collection section above) over time across the Service, our communications and other
  online services, and use that information to serve online ads that they think will
  interest you. This is called interest-based advertising. We may also share information
  about our users with these companies to facilitate interest-based advertising to those
  or similar users on other online platforms. To learn more about your choices in
  connection with advertisements, please see the section below titled “Advertising
  choices.”

Compliance and protection. We may use your personal information to:

• comply with applicable laws, lawful requests, and legal process, such as to respond to
  subpoenas or requests from government authorities;
• protect our, your or others’ rights, privacy, safety or property (including by making
  and defending legal claims);
• audit our internal processes for compliance with legal and contractual requirements or
  our internal policies;
• enforce the terms and conditions that govern the website or otherwise; and
• prevent, identify, investigate, and deter fraudulent, harmful, unauthorized, unethical
  or illegal activity, including cyberattacks and identity theft.

With your consent. In some cases, we may specifically ask for your consent to
collect, use or share your personal information, such as when required by law.

To create anonymous, aggregated, or de-identified data. We may create anonymous,
aggregated, or de-identified data from personal information we collect. We may use this anonymous,
aggregated, or de-identified data and share it with third parties for our lawful business purposes,
including to analyze and improve the Service and promote our Service.

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How We Share Your Personal Information

We may share your personal information with the following parties and as otherwise described in this
Privacy Policy or at the time of collection:

Nonprofit Organizations. Nonprofit organizations to process specific donations (if
you did not request that your donation remain anonymous) or to enable nonprofit organizations to
communicate with you.

Affiliates. Our corporate parent, subsidiaries, and affiliates, for purposes
consistent with this Privacy Policy.

Service providers. Third party service providers that provide services on our behalf
or help us operate the Service (such as customer support, hosting, analytics, email delivery,
marketing, payment operations solutions, payroll connectivity, HR solutions, and database management
services).

Partners. Partners, such as third parties that provide financial account connectivity services or
authorization services, that collect information directly via our Service. For example, we work
with:

• Plaid. Plaid allows end-users to connect their bank account information with our
  Service. You may view Plaid’s Privacy Policy here.

Third-party platforms and social media networks. Third-party platforms or social
media networks if you have enabled features or functionality that connect the Service to such
platforms or networks (such as by logging in to the Service using your account with the third-party
or otherwise linking your account with the Service to a third-party’s services). We do not control
the third party’s use of your personal information.

Advertising partners. Third-party advertising companies for the interest-based
advertising purposes described above.

Other Users of the Service and the Public. Other users of the Service or the public
if you choose to make certain account information publicly available. For instance, you may be able
to maintain an account profile with information about yourself that you can make available to other
users or the public. You may also be able to submit content to the Service (such as comments,
reviews, surveys, blogs, photos, and videos), and we will display your name, username, and a link to
your account profile along with the content you submit. We may make available settings through the
account profile page that enables you to exercise choice regarding certain information that is
displayed publicly or to other users. We do not control how other users or third parties use any
personal information that you make available to other users or the public.

Professional advisors. Professional advisors, such as lawyers, bankers, auditors,
and insurers, where necessary in the course of the professional services that they render to us.

Authorities and others. Law enforcement, government authorities, and private
parties, as we believe in good faith to be necessary or appropriate for the compliance and protection purposes described above.

Business transfers. Acquirers and other relevant participants in business
transactions (or negotiations and diligence for such transactions) involving a corporate
divestiture, merger, consolidation, acquisition, reorganization, sale or other disposition of all or
any portion of the business or assets of, or equity interests in, Groundswell or our affiliates
(including, in connection with a bankruptcy or similar proceedings).

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Your Choices

In this section, we describe the rights and choices available to all users.

Access or Update Your Information. If you have registered for an account with us,
you may review and update certain personal information in your account profile by logging into the
account.

Opt out of marketing communications. You may opt out of marketing-related emails by
following the opt-out or unsubscribe instructions at the bottom of the email, or by contacting us at
privacy@groundswell.io.
Please note that if you choose to opt-out of marketing-related emails, you may continue to receive
service-related and other non-marketing emails.

Cookies. Most browser settings let you delete and reject cookies placed by websites.
Many browsers accept cookies by default until you change your settings. If you do not accept
cookies, you may not be able to use all functionality of the Service and it may not work properly.
For more information about cookies, including how to see what cookies have been set on your browser
and how to manage and delete them, visit www.allaboutcookies.org.

Analytics. We may use Google Analytics to help us understand user activity on our
website. You can learn more about Google Analytics and how it collects and processes data by
visiting https://policies.google.com/technologies/partner-sites. You can opt
out of Google Analytics by using the Google Analytics opt-out browser add-on, available at https://tools.google.com/dlpage/gaoptout/,
or by disabling cookies on your browser.

Advertising choices. You can limit use of your information for interest-based
advertising by:

• Browser settings. Blocking third-party cookies in your browser
  settings.
• Privacy browsers/plug-ins. By using privacy browsers or ad-blocking
  browser plug-ins that let you block tracking technologies.
• Platform settings. Google, Microsoft, Facebook, and Twitter offer
  opt-out features that let you opt-out of use of your information for interest-based
  advertising:
• ~Google: https://adssettings.google.com/
• ~Microsoft: https://advertise.bingads.microsoft.com/en-us/resources/policies/personalized-ads
• ~Facebook:https://www.facebook.com/about/ads
• ~Twitter: https://help.twitter.com/en/safety-and-security/privacy-controls-for-tailored-ads
• Ad industry tools. Opting out of interest-based ads from companies
  participating in the following industry opt-out programs:
• ~Network Advertising Initiative: http://www.networkadvertising.org/managing/opt_out.asp
• ~Digital Advertising Alliance: optout.aboutads.info.
• ~AppChoices mobile app, available at https://www.youradchoices.com/appchoices, which will
  allow you to opt-out of interest-based ads in mobile apps served by
  participating members of the Digital Advertising Alliance.
• Mobile settings. Using your mobile device settings to limit use of the
  advertising ID associated with your mobile device for interest-based advertising
  purposes.

You will need to apply these opt-out settings on each device from which you wish to opt-out.

Please note that we also may work with companies that offer their own opt-out mechanisms and may not
participate in the opt-out mechanisms that we linked to above.

Privacy settings and location data. We make available certain privacy settings on
the Service, including options to control whether personal information is displayed publicly or to
other users. Users of our mobile application also have the choice whether to allow us to access your
precise location data. Your device settings may provide the ability for you to revoke our ability to
access location data.

Do Not Track. Some Internet browsers may be configured to send “Do Not Track”
signals to the online services that you visit. We currently do not respond to “Do Not Track” or
similar signals. To find out more about “Do Not Track,” please visit http://www.allaboutdnt.com.

Third-party platforms or social media networks. If you choose to connect to the
Service via a third-party platform or social media network, such as Facebook, Google, or Apple ID,
you may have the ability to limit the information that we may obtain from the third-party at the
time you login to the Service using the third-party’s authentication service or otherwise connect
your account. Subsequently, you may be able to control your settings through the third-party’s
platform or service. For example, you may access and change your settings through the Facebook settings
page for Apps and Websites. If you withdraw our ability to access certain information from a
third-party platform or social media network, that choice will not apply to information that we have
already received from that third-party.

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Other sites, mobile applications, and services

The Service may contain links to websites, mobile applications, and other online services operated by
third parties. In addition, our content may be integrated into web pages or other online services
that are not associated with us. These links and integrations are not an endorsement of, or
representation that we are affiliated with, any third party. We do not control websites, mobile
applications or online services operated by third parties, and we are not responsible for their
actions. We encourage you to read the privacy policies of the other websites and mobile applications
and online services you use.

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Security practices

We employ organizational, technical and physical safeguards designed to protect the personal
information we collect. However, security risk is inherent in all internet and information
technologies and we cannot guarantee the security of your personal information.

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International data transfers

We are headquartered in the United States and have service providers in other countries, and your
personal information may be transferred to the United States or other locations outside of your
state, province, or country where privacy laws may be different from those in your state, province,
or country.

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Children

Our website is not intended for use by children under 16 years of age. If we learn that we have
collected personal information through our website from a child under 16 without the consent of the
child’s parent or guardian as required by law, we will delete it. We encourage parents or guardians
with concerns to contact us.

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Changes to this Privacy Policy

We reserve the right to modify this Privacy Policy at any time. If we make material changes to this
Privacy Policy, we will notify you by updating the date of this Privacy Policy and posting it on the
Service. If required by law we will also provide notification of changes in another way that we
believe is reasonably likely to reach you.

Any modifications to this Privacy Policy will be effective upon our posting the modified version (or
as otherwise indicated at the time of posting). In all cases, your use of the website or submission
of personal information to us after the effective date of any modified Privacy Policy indicates your
acceptance of the modified Privacy Policy.

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How to Contact Us

Please direct any questions or comments about this Policy or privacy practices to privacy@groundswell.io.

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Your California Privacy Rights

Under California Civil Code section 1798.83, California residents are entitled to ask us for a notice
identifying the categories of personal customer information which we share with our affiliates
and/or third parties for marketing purposes, and providing contact information for such affiliates
and/or third parties. If you are a California resident and would like a copy of this notice, please
submit a written request to us via email at privacy@groundswell.io. You must
put the statement “Your California Privacy Rights” in your request and include your name, street
address, city, state, and ZIP code. We are not responsible for notices that are not labeled or sent
properly, or do not have complete information.

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Cookie Policy

Effective Date: 11-Jul-2023
Last Updated: 11-Jul-2023

What are cookies?

This Cookie Policy explains what cookies are and how we use them, the types of cookies we use i.e, the information we collect using cookies and how that information is used, and how to manage the cookie settings.

Cookies are small text files that are used to store small pieces of information. They are stored on your device when the website is loaded on your browser. These cookies help us make the website function properly, make it more secure, provide better user experience, and understand how the website performs and to analyze what works and where it needs improvement.

How do we use cookies?

As most of the online services, our website uses first-party and third-party cookies for several purposes. First-party cookies are mostly necessary for the website to function the right way, and they do not collect any of your personally identifiable data.

The third-party cookies used on our website are mainly for understanding how the website performs, how you interact with our website, keeping our services secure, providing advertisements that are relevant to you, and all in all providing you with a better and improved user experience and help speed up your future interactions with our website.

Types of Cookies we use

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Necessary

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

Functional

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

Performance

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

Advertisement

Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

Manage cookie preferences

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Cookie Settings
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You can change your cookie preferences any time by clicking the above button. This will let you revisit the cookie consent banner and change your preferences or withdraw your consent right away.

In addition to this, different browsers provide different methods to block and delete cookies used by websites. You can change the settings of your browser to block/delete the cookies. Listed below are the links to the support documents on how to manage and delete cookies from the major web browsers.

Chrome: https://support.google.com/accounts/answer/32050
Safari: https://support.apple.com/en-in/guide/safari/sfri11471/mac
Firefox: https://support.mozilla.org/en-US/kb/clear-cookies-and-site-data-firefox?redirectslug=delete-cookies-remove-info-websites-stored&redirectlocale=en-US
Internet Explorer: https://support.microsoft.com/en-us/topic/how-to-delete-cookie-files-in-internet-explorer-bca9446f-d873-78de-77ba-d42645fa52fc

If you are using any other web browser, please visit your browser’s official support documents.

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