Updated on June 13, 2025
Privacy policy
At Common Good Advisory Services, LLC, your privacy matters to us. This Privacy Policy explains how we collect, use, share, and safeguard personal information when you visit our website, communicate with us, or use our online features.
Introduction
Common Good Advisory Services, LLC (“Common Good,” “Company,” “we,” “us,” or “our”) is an investment advisory firm focused on supporting nonprofit organizations through financial advisory and investment management services.
We respect the privacy of nonprofit organizations, their representatives, donors, prospective clients, and website visitors.
This Privacy Policy applies to information collected through our public website, online forms, nonprofit directory, community profiles, and related online communications.
Investment advisory clients may also receive separate privacy notices and disclosures concerning the collection, use, and protection of their nonpublic personal information. Where applicable, those notices and relevant financial privacy laws govern the information covered by them.
Information We Collect
We may collect the following types of information:
Personal Information: Name, email address, phone number, and other details you provide.
Professional and Organizational Info: Information about nonprofit organizations, their representatives, missions, programs, professional backgrounds, and organizational activities. Some information displayed in our nonprofit directory or community pages may come from publicly available sources or directly from participating organizations and individuals.
Donation Inquiry Information: If you use a stock-donation inquiry or gift-intention feature, we may collect information such as your name, contact information, intended nonprofit recipient, security name or ticker symbol, anticipated share quantity, and related instructions. Submitting this information does not itself initiate or complete a securities transfer. We do not request brokerage passwords or online banking credentials through our public donation forms.
Usage Data: Information about how you interact with our website (IP address, browser, pages visited).
Cookies & Tracking: Data collected through cookies to improve user experience.
How We Use Your Information
We may use collected information to:
Respond to inquiries and communicate with prospective clients, nonprofit organizations, donors, and website visitors.
Provide information about our investment advisory and financial services.
Maintain nonprofit and community directory listings.
Facilitate authorized stock-donation inquiries and communication with intended recipient organizations.
Provide educational resources, articles, and newsletters to individuals who request them.
Improve website functionality, accessibility, and security.
Maintain business records and comply with applicable legal, regulatory, and professional obligations.
Prevent fraud, unauthorized activity, and misuse of our website.
We do not use information submitted through a donation inquiry to execute securities transactions or provide individualized investment advice without appropriate authorization and applicable agreements.
Sharing of Information
Common Good does not sell personal information to third parties.
We may share information in the following circumstances:
Service Providers
With vendors that provide website hosting, secure forms, communications, recordkeeping, technology support, and other operational services, subject to appropriate confidentiality and security measures.
Nonprofit Organizations
Where necessary to facilitate a requested donation inquiry, communicate donor intentions, or maintain an authorized nonprofit listing, we may share relevant information with the participating organization.
Financial Institutions and Custodians
Where authorized and necessary, relevant information may be shared with qualified custodians or other financial institutions to coordinate a requested securities donation or investment advisory service.
Legal and Regulatory Obligations
We may disclose information when reasonably necessary to comply with applicable laws, regulations, subpoenas, examinations, or lawful government requests.
Business Changes
Information may be transferred in connection with a merger, acquisition, reorganization, or other business transaction, subject to applicable privacy and confidentiality obligations.
We do not disclose nonpublic personal information about advisory clients except as permitted or required by applicable law, governing agreements, and relevant privacy notices.
Data Security & Retention
Common Good maintains administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, and misuse.
We take reasonable steps to restrict access to sensitive information and work with service providers appropriate to the information involved.
However, no internet transmission or electronic storage system can be guaranteed completely secure.
We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Policy, meet operational needs, resolve disputes, and satisfy applicable legal and regulatory recordkeeping obligations.
When information is no longer required, we seek to delete, destroy, or appropriately de-identify it, subject to applicable record retention requirements.
Your Rights
Depending on applicable law and the type of information involved, you may be entitled to request access to, correction of, or deletion of certain personal information.
You may also:
Request updates to your contact information.
Unsubscribe from marketing emails using the unsubscribe instructions provided.
Request correction or removal of an eligible nonprofit or community listing.
Ask questions about how information is collected, used, or shared.
Certain requests may be limited by legal obligations, regulatory recordkeeping requirements, or other lawful exceptions.
To make a privacy-related request, please contact us using the information below.