• PRIVACY POLICY
    Last Updated: June 27, 2026

    1. Introduction
    The Peterson Agency ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit tpaia.com or engage our services. Please read this policy carefully.

    2. Information We Collect

    a) Information You Provide Directly:

    • Name, email address, phone number, and organization name

    • Payment and billing information

    • Communications sent to us via email, forms, or chat

    • Information shared during onboarding, consultations, or service delivery

    b) Information Collected Automatically:

    • IP address, browser type, and device information

    • Pages visited, time spent on site, and referring URLs

    • Cookies and similar tracking technologies

    c) Information from Third Parties:

    • Data from CRM platforms, marketing tools, or integrations used to deliver your services

    • Information from nonprofit databases or public sources used to support your campaigns

    3. How We Use Your Information
    We use the information we collect to:

    • Deliver, manage, and improve our services

    • Communicate with you about your account, projects, and updates

    • Process payments and manage billing

    • Personalize your experience with our AI-powered tools

    • Send marketing communications (with your consent)

    • Comply with legal obligations

    • Protect against fraud or unauthorized activity

    4. AI & Automated Processing
    As part of our AI-powered platform, your data may be processed by automated systems including CRM automation, voice agents, and machine learning tools. These systems are used to improve service delivery and communication. You may opt out of specific automated communications at any time.

    5. How We Share Your Information
    We do not sell your personal information. We may share your data with:

    • Service Providers: Third-party vendors who assist us in delivering services (e.g., CRM platforms, payment processors, email providers)

    • Legal Requirements: When required by law, court order, or governmental authority

    • Business Transfers: In the event of a merger, acquisition, or sale of assets, your data may be transferred

    • With Your Consent: When you have explicitly authorized us to share your information

    6. Cookies & Tracking Technologies
    We use cookies and similar technologies to:

    • Remember your preferences

    • Analyze site traffic and usage

    • Improve user experience

    You can control cookie settings through your browser. Disabling cookies may affect some site functionality.

    7. Data Retention
    We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, or resolve disputes. You may request deletion of your data at any time (see Section 9).

    8. Data Security
    We implement industry-standard security measures including encryption, secure servers, and access controls to protect your information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

    9. Your Rights
    Depending on your location, you may have the right to:

    • Access the personal information we hold about you

    • Correct inaccurate or incomplete data

    • Delete your personal information ("right to be forgotten")

    • Opt out of marketing communications

    • Data portability — receive a copy of your data in a structured format

    • Withdraw consent at any time where processing is based on consent

    To exercise any of these rights, contact us at [email protected].

    10. California Privacy Rights (CCPA)
    If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal data is collected, the right to delete, and the right to non-discrimination for exercising your rights. We do not sell personal information as defined by the CCPA.

    11. Children's Privacy
    Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.

    12. Third-Party Links
    Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before sharing any information.

    13. Changes to This Policy
    We may update this Privacy Policy from time to time. We will notify you of significant changes by posting the updated policy on this page with a revised "Last Updated" date. Continued use of our services after changes constitutes acceptance.

    14. Contact Us
    If you have questions or concerns about this Privacy Policy, please contact:

    The Peterson Agency
    🌐 tpaia.com
    📧     [email protected]