Privacy Policy
The Theresa Foundation and Theresa Pooled Trusts respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how information is collected, used, maintained, and disclosed when you visit our website, www.theresapooledtrusts.org (the “Website”).
By using our Website or voluntarily submitting information through it, you acknowledge the practices described in this Privacy Policy.
- Information We Collect
We may collect personal information that you voluntarily provide when you:
- Complete a contact or inquiry form.
- Subscribe to our newsletter or email updates.
- Request information about our pooled trusts or services.
- Communicate with us by email, telephone, or through our Website.
This information may include your name, email address, telephone number, mailing address, and any additional information you choose to provide.
When you visit our Website, certain technical information may also be collected automatically, including your IP address, browser type, device information, pages visited, and general website usage information.
Sensitive Information: Because our services relate to individuals with disabilities, Medicaid eligibility, and financial planning, we encourage visitors not to submit Social Security numbers, financial account information, medical records, or other highly sensitive personal information through general website contact forms.
- How We Use Your Information
Information collected through our Website may be used to:
- Respond to questions, inquiries, and requests for information.
- Provide information about Theresa Pooled Trusts and related services.
- Assist with inquiries concerning trust enrollment and administration.
- Send newsletters, announcements, and organizational updates when you have subscribed.
- Improve our Website, resources, and visitor experience.
- Maintain website security and prevent unauthorized or fraudulent activity.
- Comply with applicable laws, regulations, and legal obligations.
We use personal information for purposes reasonably related to your interactions with our organization and the services you request.
- Sharing and Disclosure of Information
We may share personal information with authorized personnel, service providers, and organizations involved in responding to your inquiries or providing requested services.
Depending on the nature of your inquiry, this may include the CLC Foundation, Inc., or other authorized parties involved in pooled trust administration.
We may also disclose information:
- To website hosting, technology, email communication, and other service providers performing functions on our behalf.
- When required by applicable law, court order, or other legal process.
- When necessary to protect the rights, property, or safety of our organization, Website visitors, or others.
- With your consent or at your direction.
We do not authorize service providers to use information shared with them on our behalf for purposes unrelated to the services they provide to us.
- Cookies and Website Analytics
Our Website may use cookies and similar technologies to support website functionality, analyze visitor activity, and improve the user experience.
Cookies are small files stored on your device that help websites recognize browsers and understand how visitors interact with online content.
You can manage or disable cookies through your browser settings. Please note that disabling certain cookies may affect the functionality of some website features.
Our Website may also include embedded videos and other third-party content. These providers may collect information when you interact with their services, subject to their respective privacy policies.
- Email Communications
Visitors who subscribe to our newsletter or other email communications may receive organizational news, educational resources, and updates relating to Theresa Pooled Trusts.
You may unsubscribe from promotional or informational emails at any time by following the unsubscribe instructions included in those communications or contacting us directly.
Unsubscribing from newsletters will not prevent us from responding to your inquiries or sending necessary service-related communications.
- Information Security
We take reasonable measures to safeguard personal information against unauthorized access, disclosure, alteration, or misuse.
However, no method of transmitting information over the internet or storing information electronically is completely secure. While we strive to protect information submitted through our Website, we cannot guarantee absolute security.
Visitors should avoid transmitting confidential financial, medical, or identification records through unsecured communication channels.
- Third-Party Websites and Services
Our Website may contain links to external websites, including government agencies, community organizations, service providers, and educational resources.
These websites operate independently and may maintain their own privacy policies and information collection practices.
We are not responsible for the privacy practices, security, or content of third-party websites. We encourage visitors to review the privacy policies of any external websites they access.
- Trust Applications and Beneficiary Information
Theresa Pooled Trusts provides information about pooled income trusts, pooled asset trusts, and third-party supplemental needs trusts.
Individuals who apply for or participate in a pooled trust may be asked to provide additional personal, financial, medical, or eligibility-related documentation as part of the application and administration process.
The collection, use, maintenance, and disclosure of information associated with trust applications and beneficiary accounts may be governed by additional agreements, notices, legal requirements, and procedures established by the applicable trustee or trust administrator.
This Website Privacy Policy primarily addresses information collected through the Website and does not replace any separate privacy notices or confidentiality obligations applicable to trust administration.
- Data Retention
We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, respond to inquiries, maintain appropriate records, and comply with applicable legal and regulatory requirements.
Retention periods may vary depending on the type of information and the purpose for which it was collected.
- Your Privacy Choices
You may contact us to request information about the personal information you have provided through our Website or to request that such information be corrected or deleted.
We will review requests and respond as appropriate, subject to applicable laws, recordkeeping requirements, and other legitimate obligations.
You may also manage cookies through your browser settings and unsubscribe from optional email communications at any time.
- Children’s Privacy
Our Website is intended primarily for adults, including individuals seeking pooled trust information and family members, caregivers, guardians, and professionals acting on behalf of beneficiaries.
We do not intentionally solicit personal information directly from children under the age of 13 through our Website.
If you believe a child has provided personal information through our Website without appropriate parental or guardian involvement, please contact us.
- Changes to This Privacy Policy
We may revise this Privacy Policy periodically to reflect changes in our Website, services, information practices, or applicable legal requirements.
Any updates will be posted on this page with a revised effective date. We encourage visitors to review this Privacy Policy periodically.
- Contact Us
If you have questions about this Privacy Policy or how personal information is handled through our Website, please contact:
Theresa Pooled Trusts
250 Lido Boulevard
Lido Beach, NY 11561
Phone: (877) 391-0390
Email: TPT@theresafoundation.org
Website: www.theresapooledtrusts.org