## Privacy Policy

Effective Date: May 2025

This website is operated by Craig Linton Fundraising Services Limited, trading as Charity Elevate AI by Fundraising Detective, a company registered in England and Wales under company number 09583160, with a registered office at 21 Stafford Road, Croydon, CR0 4NG ("we", "our", "us"). We are committed to protecting your privacy and complying with UK data protection law, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

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### 1. What Information We Collect

We may collect and process the following types of personal data:

* Name, email address, telephone number, job title, and organisation

* Technical data (e.g. IP address, browser type, and device information)

* Usage data (e.g. page visits, time spent on pages)

* Information you provide in forms, surveys, or interactions with our services

* Communications data (e.g. emails, chats, and call notes)

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### 2. How We Collect Your Data

We collect your data:

* When you fill in forms on our website

* When you sign up for services, newsletters, or marketing communications

* Through cookies and similar technologies

* When you interact with our platform or customer support

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### 3. How We Use Your Data

We use your personal data to:

* Provide you with access to our services, including our white-labelled GoHighLevel platform

* Communicate with you regarding your account, services, and support needs

* Improve our services and monitor performance

* Send you marketing and updates (where consent has been given)

* Comply with legal and regulatory obligations

We may use Artificial Intelligence (AI) systems and third-party applications to help deliver our services more efficiently and accurately. These tools are used to enhance our platform's capabilities and personalise your experience.

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### 4. Legal Basis for Processing

We process your personal data on the following legal basis:

* Your consent (e.g. for marketing communications)

* Performance of a contract (e.g. service provision)

* Compliance with a legal obligation

* Our legitimate interests (e.g. service improvement, fraud prevention)

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### 5. Data Sharing and Sub-Processors

We may share your data with:

* Trusted third-party service providers (sub-processors) to help us deliver our services

* Professional advisors, regulators, or authorities where required

All sub-processors are subject to data protection obligations equivalent to those in our Data Processing Agreement.

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### 6. International Data Transfers

We do not routinely transfer your data outside the UK or EEA. Where such transfers are necessary, we ensure appropriate safeguards are in place, such as Standard Contractual Clauses approved by the UK ICO or EU Commission.

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### 7. Data Retention

We retain personal data only for as long as necessary to fulfil the purposes we collected it for, including satisfying legal, accounting, or reporting requirements. Upon termination of our services, we will delete or return personal data unless otherwise required by law.

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### 8. Your Rights

You have the right to:

* Access your personal data

* Correct or update inaccurate data

* Request deletion of your data

* Restrict or object to processing

* Data portability

* Withdraw consent at any time (where processing is based on consent)

* Lodge a complaint with the UK Information Commissioner’s Office (ICO)

To exercise your rights, please contact us at: [email protected]

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### 9. Cookies

Our website uses cookies to help us understand how visitors use our site and to improve your experience.

Cookies are small text files stored on your device. We use them to:

* Remember your preferences (e.g. login settings)

* Analyse website traffic and usage patterns

* Enable basic website functionality

By using our site, you agree to the use of cookies unless you choose to disable them in your browser settings. You can manage your cookie preferences through your browser at any time.

We do not use cookies to collect personally identifiable information unless you provide it to us.

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### 10. Data Security

We implement appropriate technical and organisational measures to protect your data from loss, misuse, or unauthorised access. Access to personal data is restricted to authorised personnel and sub-processors.

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### 11. Updates to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Effective Date" at the top. Significant changes will be notified via our website or by email.

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### Contact Us

If you have any questions or concerns about this policy or how we handle your data, please contact:

Craig Linton Fundraising Services Limited

21 Stafford Road

Croydon, CR0 4NG

Email: [email protected]

Company Number: 09583160