Privacy Policy

1. Introduction

Immortelle Advisory Group, LLC (“IAG,” “we,” “us,” or “our”) is a marketing and technology consulting firm serving established nonprofit organizations in the Washington, DC metropolitan area. We are committed to protecting the privacy of every individual who visits our website or contacts us through our online channels.

This Privacy Policy explains what personal information we collect, how we use and protect it, which third-party services process it on our behalf, and what rights you have regarding your data. It applies to all personal information collected through immortelleadvisorygroup.com and any related online forms, scheduling tools, or communications channels we operate.

By visiting our website or submitting information through our contact form or scheduling tool, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with its terms, please do not submit personal information through our website.

2. Information We Collect

2A. Information You Provide Directly

When you contact us through our website contact form, we collect the following categories of personal information: full name, email address, phone number, organization name, and the content of your message or inquiry.

If you schedule a consultation or meeting through our scheduling tool (Calendly), we collect the name, email address, and any other information required to confirm and manage that appointment.

We do not collect payment card numbers, Social Security numbers, or any other sensitive personal identifiers through our website.

2B. Information Collected Automatically

When you visit our website, we automatically collect certain technical information through Google Analytics. This may include your IP address (anonymized where technically feasible), browser type, device type, pages visited, time spent on each page, the source that referred you to our site, and general geographic location derived from your IP address. This information is collected in aggregate and is used to understand how visitors use our website.

3. How We Use Your Information

We use the information we collect for the following purposes: to respond to your inquiry or request for information about our services; to schedule and confirm consultations or meetings you request; to follow up on inquiries that remain open or to provide additional information you have requested; to analyze website traffic and improve the performance, content, and usability of our website; and to comply with applicable legal obligations.

We use your contact information only for the purpose for which it was submitted. We do not use personal data collected through the contact form for unsolicited marketing without your prior consent.

4. Email Communications

We may send you email communications in response to a direct inquiry or to follow up on a consultation request. All such communications are transactional and directly related to your inquiry.

We are planning to launch an email newsletter in the future. If and when we do, we will only add you to that list with your explicit opt-in consent. Every marketing email we send will include a clear and easy mechanism to unsubscribe at any time, as required by the federal CAN-SPAM Act. We will honor unsubscribe requests within ten business days.

We do not share your email address with any third party for their own marketing purposes.

5. Third-Party Services and Data Processors

We use a limited number of third-party services that may process personal information on our behalf. Each operates under its own privacy policy, which governs how that provider handles data.

5A. Google Analytics

We use Google Analytics, a web analytics service provided by Google LLC, to understand how visitors interact with our website. Google Analytics collects information such as page views, session duration, referring sources, and device and browser information. This data is aggregated and does not directly identify individual users.

You can opt out of Google Analytics tracking by installing the Google Analytics Opt-Out Browser Add-on, available at tools.google.com/dlpage/gaoptout. Google’s privacy policy is available at policies.google.com/privacy.

5B. Calendly

If you schedule a meeting or consultation through our website, that request is processed by Calendly, LLC. Calendly collects the information necessary to confirm and manage your appointment, including your name and email address. Calendly’s privacy policy is available at calendly.com/pages/privacy-policy.

5C. HubSpot

We use HubSpot, Inc. as a customer relationship management platform to organize and manage contact information submitted through our website. Information you provide through our contact form may be stored in HubSpot to help us track and respond to inquiries. HubSpot processes this data on our behalf and is contractually prohibited from using it for independent purposes. HubSpot’s privacy policy is available at legal.hubspot.com/privacy-policy.

We do not authorize any third-party service provider to sell your personal information or to use it for their own direct marketing purposes.

6. Cookies and Tracking Technologies

Our website uses cookies only for the purpose of website analytics through Google Analytics. These cookies do not contain personal information in a form that directly identifies you by name.

Most web browsers allow you to control cookie settings through the browser’s preferences menu. You may disable cookies at any time, though doing so may limit certain features of websites you visit. Disabling analytics cookies will not affect your ability to use any feature of our website.

We do not use advertising cookies, behavioral tracking cookies, or any third-party cookies for marketing or retargeting purposes.

7. Data Retention

We retain contact information submitted through our website for as long as necessary to respond to your inquiry and to maintain a record of our communications. You may request deletion of your contact information at any time by contacting us using the information in Section 13.

8. Your Privacy Rights

Depending on where you are located, you may have specific rights regarding your personal information under applicable state privacy laws.

8A. Virginia Residents

If you are a Virginia resident, the Virginia Consumer Data Protection Act (VCDPA) provides you with the following rights:

• the right to confirm whether we are processing your personal data and to access that data
• the right to correct inaccuracies in your personal data
• the right to delete personal data you have provided to us or that we have collected about you
• the right to obtain a copy of your personal data in a portable, readily usable format
• the right to opt out of the sale of your personal data (we do not sell personal data)
• the right to opt out of profiling in furtherance of decisions that produce legal or similarly significant effects (we do not engage in such profiling)

To exercise any of these rights, please contact us using the information in Section 13. We will respond to verified requests within 45 days.

8B. Maryland Residents

If you are a Maryland resident, the Maryland Online Data Privacy Act (MODPA), effective October 1, 2025, provides you with similar rights regarding the personal data we collect and process, including rights to access, correct, delete, and obtain a portable copy of your data. Maryland residents also have the right to opt out of the processing of personal data for purposes of targeted advertising, the sale of personal data, or profiling. We do not engage in any of these activities.

8C. All Visitors

Regardless of your state of residence, you may contact us at any time to:

• request access to the personal information we hold about you
• request correction of inaccurate information
• request that we delete your personal information
• ask questions about how we use your data

We do not sell personal information to third parties. We do not use personal information for behavioral advertising or profiling.

9. Children’s Privacy

Our website and services are directed solely to nonprofit executives, board members, development professionals, and other adults operating in a professional capacity. We do not knowingly collect personal information from individuals under the age of 13. If you believe we have inadvertently collected information from a child under 13, please contact us immediately using the information in Section 13.

10. Data Security

We take reasonable and appropriate technical and organizational measures to protect the personal information we collect against unauthorized access, disclosure, alteration, or destruction. Our website is served over HTTPS. Access to contact information stored in our CRM is limited to authorized personnel only.

No method of electronic transmission or storage is completely secure. If you have concerns about submitting sensitive information online, please contact us directly by phone.

11. Links to Other Websites

Our website may contain links to external websites. This Privacy Policy applies only to immortelleadvisorygroup.com. We are not responsible for the privacy practices of any linked third-party site.

12. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our data practices, applicable law, or the tools we use. When we make material changes, we will update the Effective Date at the top of this document and post the revised policy at immortelleadvisorygroup.com/privacy. Your continued use of our website following any update constitutes your acknowledgment of the revised policy.

13. Contact Us

If you have questions, requests, or concerns regarding this Privacy Policy or the personal information we hold about you, please contact us:

We will respond to all privacy-related inquiries within 30 days. For rights requests under the VCDPA or MODPA, we will adhere to the response timelines required by applicable law.