Privacy Policy

Last updated: October 29, 2026

This policy explains how Putnam Consulting Group, Inc. ("we", "us") collects, uses and protects your information when you visit familyphilanthropysimplified.com, register for our free training, or buy Family Philanthropy Simplified.

Information we collect

  • Information you give us: your name, email address, phone number and billing address when you register, buy, or contact us.
  • Payment information: card payments are processed by our payment provider (Kajabi Payments, powered by Stripe). We never see or store your full card number.
  • Course and community activity: lessons you complete, downloads, and posts or messages in the Family Philanthropy Forum.
  • Technical information: IP address, browser type, pages visited and similar data collected by cookies and analytics tools.

How we use it

  • To deliver the course, community and live sessions you signed up for.
  • To process payments, send receipts, and manage payment plans.
  • To send emails about the training or course you registered for. You can unsubscribe at any time with the link in any email.
  • To improve our website and programs.
  • To meet legal, tax and accounting obligations.

Who we share it with

We do not sell your personal information. We share it only with service providers that help us run the program, such as Kajabi (website, course hosting, email and payments) and Stripe (card processing). We may also disclose information when the law requires it.

Cookies

Our site uses cookies to keep you signed in, remember preferences and understand how visitors use the site. You can block cookies in your browser, though some features may stop working.

How long we keep it

We keep your information while you have an account or access to the course, and afterwards as long as needed for legal, tax and accounting purposes.

Your choices and rights

You can ask us to access, correct or delete your personal information, or to stop using it for marketing. Depending on where you live, you may have other rights under laws such as the GDPR or California's CCPA. Email [email protected] and we will respond within 30 days.

Security

We use reasonable safeguards, and our providers use industry-standard encryption. No online system is completely secure, so we cannot guarantee absolute security.

Children

This site is not intended for anyone under 18, and we do not knowingly collect information from children.

Changes to this policy

We may update this policy from time to time. The date at the top shows the latest version.

Contact us

Putnam Consulting Group, Inc., 30628 Detroit Rd, #222, Westlake, OH 44145, [email protected]