The Legacy Funds, LLC Privacy Policy


The Legacy Funds, LLC (“The Legacy Funds”) takes the private nature of your information very seriously. In order to protect it, we’ve instituted a number of policies and procedures designed to preserve the sensitive nature of the information we’re entrusted with. This Privacy Policy outlines what specific information is gathered by The Legacy Funds and how that information is used.


Personally Identifiable Information (“PII”)

PII, as used in US privacy law and information security, is information that can be used on its own or with other information to identify, contact, or locate a single person, or to identify an individual in context.

Third Party Credentials

To deliver certain parts of the The Legacy Funds service you may be asked to authenticate to third party websites so that we may access data on your behalf.

Your Stakeholders

In order to deliver timely and thoughtful updates to your stakeholders, including investors, we collect their names, email addresses, and (optionally) mobile phone numbers.


We collect information from you when you register on our site, subscribe to a newsletter, fill out a form or enter information on our site.

By registering for our service, you agree to this information being collected, used and disclosed as described in our Terms of Service and in this Privacy Policy.


We may use the information we collect from you when you register, make a purchase, sign up for our service, submit updates about your progress, manage your list of stakeholders, view our website, or use certain other site features in the following ways:

  • To personalize user’s experience and to allow us to deliver the type of content and product offerings in which you are most interested.
  • To improve our website in order to better serve you.
  • To generate updates to your stakeholders via many modern methods including email, mobile, and social.
  • To allow us to better service you in responding to your customer service requests.
  • To quickly process your transactions.
  • To send periodic emails regarding your order or other products and services.
  • To follow up after correspondence (live chat, email or phone inquiries).
  • To bill and collect money owed to us by you.
  • To send system alert messages.
  • To communicate with you about your account and provide customer support.
  • To enforce compliance with our Terms of Service and applicable law, and to protect the rights and safety of our Clients and third parties, as well as our own.
  • To meet legal requirements, including complying with court orders, valid discovery requests, valid subpoenas and other appropriate legal mechanisms.
  • Other purposes. To carry out other legitimate business purposes, as well as other lawful purposes about which we will notify you.

The Legacy Funds will not sell, rent, or loan our contact lists or our customer’s contact lists (including customer data) to any outside firms not involved in the provision of The Legacy Funds services, nor will The Legacy Funds use customer contact lists for our own marketing purposes.


We process Personal Information about you as a data controller, where such processing is in our Legitimate Interests and not overridden by your data protection interests typically include: Improving, maintaining, providing, and enhancing our technology, products and services,: ensuring the security of the Services and our website: and for our marketing activities.


You and your contacts may have the following data protection rights:

To correct, update or request deletion of personal information.  As a Client, you can manage your individual account and profile settings within the dashboard provided through the The Legacy Funds Platform, or you may contact us directly at

Similarly, if Personal information is collected on the basis of consent, the data subject can withdraw their consent at any time. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect processing of your Personal Information conducted in reliance on lawful processing of your Personal information conducted in reliance on lawful processing grounds other than lawful consent.

If any of your contacts wishes to exercise their rights, they should contact you directly, or contact us at

We respond to all requests we receive from individuals wishing to exercise their data protection rights.  We may ask you to verify your identity in order to help us respond efficiently to your request.


The Legacy Funds will not use or disclose your personal information without your consent, except: where required or authorized by law:

  • to implement the terms of any agreement we have with you.
  • to assist the lawful investigation of a law enforcement authority.
  • to protect the rights, property or personal safety of another The Legacy Funds customer, any member of the public or The Legacy Funds.
  • When the assets and operations of the business are transferred to another party as a going concern.
  • as otherwise described in this Privacy Policy.


Our website is scanned on a regular basis for security holes and known vulnerabilities in order to make your visit to our site as safe as possible. Your personal information is contained behind secured networks at top tier hosting providers and is only accessible by a limited number of persons who have special access rights to such systems, and are required to keep the information confidential. Any PII transmitted to us is sent using encrypted Secure Socket Layer (SSL) technology, and account authentication procedures. Additionally, all of our data is encrypted when stored in our databases.

Transactions requiring credit card processing are done through a third-party provider that complies with PCI standards. We do not store any credit card information.


Cookies are small files that a site or its service provider transfers to your computer’s hard drive through your Web browser (if you allow) that enables the site’s or service provider’s systems to recognize your browser and capture and remember certain information. For instance, we use cookies to help us remember and process the items in your shopping cart. They are also used to help us understand your preferences based on previous or current site activity, which enables us to provide you with improved services. We also use cookies to help us compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.

We use cookies to:

  • Understand and save user’s preferences for future visits.
  • Compile aggregate data about site traffic and site interactions in order to offer better site experiences and tools in the future. We may also use trusted third-party services that track this information on our behalf.

You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser settings. Each browser is a little different, so look at your browser’s Help menu to learn the correct way to modify your cookies.

If you disable cookies on your browser, some features may not function properly but they should not affect your user experience.


CalOPPA is the first state law in the nation to require commercial websites and online services to post a privacy policy. The law’s reach stretches well beyond California to require a person or company in the United States that operates websites collecting personally identifiable information from California consumers to post a conspicuous privacy policy on its website stating exactly the information being collected and those individuals with whom it is being shared, and to comply with this policy.

To comply with CalOPPA we agree to the following:

  • Users can visit our site anonymously.
  • We will add a link to our Privacy Policy on our homepage or other conspicuous place.
  • Our Privacy Policy link includes the word ‘Privacy’ and can be easily be found.
  • Users can view privacy policy changes on our Privacy Policy page.
  • Users are able to change their personal information by logging in to their account.


When it comes to the collection of personal information from children under 13, the Children’s Online Privacy Protection Act (COPPA) puts parents in control. The Federal Trade Commission, the nation’s consumer protection agency, enforces the COPPA Rule, which spells out what operators of websites and online services must do to protect children’s privacy and safety online. We do not specifically market to children under 13, and according to our Terms of Service children under the age of 13 are not allowed to access our website.


The Fair Information Practices Principles form the backbone of privacy law in the United States and the concepts they include have played a significant role in the development of data protection laws around the globe. Understanding the Fair Information Practice Principles and how they should be implemented is critical to comply with the various privacy laws that protect personal information. In the event of a data breach, and in line with Fair Information Practices we will notify users via email within 7 business days.


The CAN-SPAM Act is a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have emails stopped from being sent to them, and spells out tough penalties for violations.

We collect your email address in order to:

  • Send information, respond to inquiries, and/or other requests or questions.
  • Market to our mailing list or continue to send emails to our clients after the original transaction has occurred.

We collect email addresses of your stakeholders in order to:

  • Email them the stakeholder updates that you create.

To be in accordance with CANSPAM we agree to the following:

  • NOT use false or misleading subjects or email addresses.
  • Identify the message as an advertisement in some reasonable way, if it is one.
  • Include the physical address of our business or site headquarters.
  • Monitor third-party email marketing services for compliance, if one is used.
  • Honor opt-out/unsubscribe requests quickly.
  • Allow users to unsubscribe by using the link at the bottom of each email.


There are some email communications that our customers may not opt-out of receiving. This includes vital communications relating to your account such as reset password notifications. All non-vital communications from us will contain a link in the footer allowing the recipient to opt-out.


If there are any questions regarding this privacy policy you may contact us using the information below.
The Legacy Funds LLC
4301 W. Wm Cannon Dr., Suite B-150, #298
Austin, TX 78749