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The Giving Ledger Ltd ("we", "us") is the data controller for the personal information described below. This policy explains what we collect, why, and what rights you have.
What we collect
- When you buy: your name, email address, and billing details. Card and payment details are collected and processed directly by our payment provider (Payhip and Stripe) — we do not see or store your full card details ourselves.
- When you sign up for updates or a free resource: your name and email address. If you used one of our calculators before signing up, the figures you entered into it are submitted with the form — the estate and pension values, whether you're married, widowed or single, and the result you were shown. These are the rough figures you typed into a slider, not anything verified, and we use them to understand who the site is reaching so we can write material that's actually relevant. If you'd rather they weren't sent, use the signup form without touching the calculator, or ask us to delete them at any time.
- When you browse the website: basic analytics data (pages visited, approximate location from IP address, device/browser type), and cookies — see Cookies below.
If we've contacted you about your firm
We approach estate planning, will writing and financial planning firms about the tools and
products we make for professionals. If that's why you're reading this:
- What we hold: your firm's name, town and business contact details, and
the name and job title of a person there — usually the owner, director or principal.
- Where we got it: your firm's own public website. We don't buy lists and
we don't use data brokers.
- Our legal basis: our legitimate interest in telling firms doing this
work about a product relevant to it, weighed against the privacy of the person named. We
contact businesses only, at business addresses.
- How to stop it: reply to the email and say so, or write to
graeme@thegivingledger.co.uk. We'll remove your details and won't contact you again. You
don't need to give a reason, and we won't ask for one.
- How long we keep it: until you ask us to stop, or until we stop
approaching firms of your kind. If you've asked not to be contacted, we keep only the
minimum needed to make sure we honour that.
Why we use it, and our legal basis
- To fulfil your order and deliver the product — necessary to perform our contract with you.
- To send you the emails you've asked for (order confirmation, delivery, and — if you've opted in — occasional updates or offers) — necessary to perform our contract, or based on your consent for marketing emails, which you can withdraw at any time.
- To understand how the website is used and improve it — based on our legitimate interest in running and improving the business, balanced against your privacy.
Who we share it with
Our payment provider, to process your payment. Our email delivery provider, to send order confirmations and any updates you've opted into. If you accept analytics cookies, Meta Platforms Ireland Limited also receives data about your visit through the Meta Pixel — see Cookies below. We do not sell your personal information to anyone, and we don't share it with third parties for their own marketing purposes.
How long we keep it
We keep order and customer records for as long as needed to meet our legal and accounting obligations (typically six years under UK tax record-keeping rules), and marketing email data until you unsubscribe or ask us to delete it.
Your rights
Under UK GDPR, you have the right to ask us for a copy of the personal data we hold about you, to correct it, to ask us to delete it, to object to or restrict certain processing, and to withdraw consent to marketing at any time (there's an unsubscribe link in every email). To exercise any of these, contact hello@thegivingledger.co.uk. If you're unhappy with how we've handled your data, you can complain to the Information Commissioner's Office (ico.org.uk).
Cookies
Our website uses two kinds of cookies and similar technologies:
- Strictly necessary — a single record of your cookie choice, stored in your browser so we don't ask you again on every page. This is set regardless of your choice, because it's what remembers that choice.
- Analytics and advertising (optional) — the Meta Pixel, provided by Meta Platforms Ireland Limited. This helps us understand how people find the site and how well our advertising works. It can also allow Meta to show you our adverts on Facebook and Instagram.
The Meta Pixel is only loaded if you accept it when the cookie banner appears. If you decline, or simply ignore the banner, it is never loaded and no data is sent to Meta. Nothing on the site stops working if you decline.
To change your mind later, clear this site's cookies and site data in your browser settings — the banner will then appear again on your next visit, and you can choose differently.
For details of how Meta processes data collected through the pixel, see Meta's own privacy policy at facebook.com/privacy/policy.
Contact
Questions about this policy or your data: hello@thegivingledger.co.uk.