PRIVACY POLICY

Last Updated: May 2026

Imagine Capital Solutions ("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 our website, use our diagnostic tools (including the Stewardship IQ assessment), or engage with our consulting and capital planning services.

1. Information We Collect

We collect personal information that you voluntarily provide directly to us when you fill out forms on our website, complete assessments, request information, or subscribe to our communications. This information may include:

  • Personal Identifiers: Full name, email address, physical address, and phone number (including mobile numbers).

  • Organizational & Financial Details: Business or organizational name, position/title, and financial, giving, or structural details relevant to your capital planning and strategic needs.

  • Assessment Data: Responses, metrics, and scores generated through your participation in the Stewardship IQ assessment.

2. How We Use Your Information

We use the information we collect to deliver exceptional consultative services and maintain our operational integrity. Specifically, we use your data to:

  • Provide, operate, optimize, and maintain our website and services.

  • Process, evaluate, and deliver your customized strategic briefings and Stewardship IQ assessment results.

  • Respond directly to your inquiries, comments, or support questions.

  • Send you critical administrative information, system updates, and professional marketing communications.

  • Send automated and conversational mobile messages (SMS) strictly if you have provided explicit opt-in consent through our compliance-verified forms.

3. Sharing and Disclosure of Information

We maintain a strict policy against the unauthorized sharing of your data. We do not sell, rent, or lease your personal information to third parties.

CRITICAL SMS/MOBILE PRIVACY PROTECTION: > Notwithstanding any other provision in this Privacy Policy, mobile phone numbers collected for the purpose of SMS/text messaging, the specific consent records obtained for mobile messaging, and any personal information associated with text messaging opt-ins will not be shared, sold, or rented to third parties, affiliates, or close partners for marketing or promotional purposes under any circumstances. All data sharing rules exclude text messaging originator opt-in data and consent; this information is strictly walled off and remains entirely confidential.

4. Data Security

We employ commercial, industry-standard administrative, technical, and physical security measures designed to safeguard your personal information from unauthorized access, disclosure, or alteration. While we take aggressive and reasonable steps to secure the personal data you provide, please be aware that no digital transmission or storage system can be guaranteed 100% secure.

5. Mobile Messaging Opt-Out and Terms

If you have opted in to receive SMS text messages from Imagine Capital Solutions, you may opt out at any time by replying STOP to any mobile message you receive. Agreeing to receive automated text messages or calls is entirely voluntary and is never a condition of purchasing any services or engaging in our capital planning programs. Message and data rates may apply based on your mobile carrier provider.

6. Updates to This Policy

We reserve the right to update this Privacy Policy at any time to reflect operational, legal, or regulatory changes. We will notify you of any revisions by updating the "Last Updated" date at the top of this document. We encourage you to review this page periodically to remain informed about how we protect your data.

7. Contact Us

If you have any questions, concerns, or comments regarding this Privacy Policy or our data management practices, please contact us at: