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Privacy Notice

Last updated on: October 14, 2026

This privacy notice applies to the websites of Foundant Technologies, SmartSimple Software, GivingData and Grant Toolbox, which together form an affiliated group of companies (collectively referred to as “Foundant”). When we refer to ‘we,’ ‘us,’ or ‘our organization,’ we mean the specific legal entity operating the website you are visiting, as detailed in Section 8. 

We have developed our privacy statement to clearly demonstrate our firm commitment to the privacy of our visitors and users. The following discloses our information gathering and dissemination practices for this website.  

1. Introduction

1.1 We are committed to safeguarding the privacy of visitors to our websites. 

1.2 This notice applies where we are acting as a data controller with respect to the personal data of our websites and users; in other words, where we determine the purposes and means of the processing of that personal data.  For users accessing our services under a SaaS license agreement, data processing may also be governed by the terms of that agreement. This privacy notice describes our practices for data collected through the websites listed in Section 1.5. 

1.3 We use cookies and similar technologies on our websites. You can manage your cookie preferences through the cookie settings available on our websites. For more information, please see our Cookie Policy https://www.granttoolbox.com.au/cookie-policy/.

1.4 Our website incorporates privacy controls which affect how we will process your personal data. By using the privacy controls, you can specify whether you would like to receive direct marketing communications and limit the publication of your information. You can access the privacy controls on our websites.

1.5  The websites, including subdomains, covered by this notice are the following:  

  • foundant.com
    • info.foundant.com 
    • community.foundant.com 
    • trust.foundant.com 
  • smartsimple.com
    • wiki.smartsimple.com 
    • smart.smartsimple.com 
  • givingdata.com
    • gdcentral.givingdata.com 
    • solutions.givingdata.com 
  • granttoolbox.com.au
    • support.granttoolbox.com.au 

For more information about our legal entities, see Section 8. 

2. How we use your personal data

2.1 In this Section 2 we have set out: 

  1. general information on how we collect information on this website 
  2. the general categories of personal data that we may process; 
  3. in the case of personal data that we did not obtain directly from you, the source and specific categories of that data; 
  4. the purposes for which we may process personal data; and 
  5. the legal bases of the processing. 

2.2  The personal information we collect can be divided into two main categories: information you give us, and information we collect automatically. 

Information You Give Us: 

We request to collect information from you when you are engaged in any of the following activities on our website or are otherwise engaged with us: 

  1. Job Application 
  2. Demo Request 
  3. General Inquiry 
  4. Event Sign-Up 
  5. Newsletter Sign-Up 
  6. Webinar Sign-Up 
  7. Content Downloads 
  8. Live Agent Chat 
  9. GDPR Requests 
  10. Filling out a web form 
  11. Attendance at a live event or an event hosted by one of our affiliates 

You can choose whether or not to disclose your personal data while engaging in these activities. However, if you do not provide the information we have deemed mandatory, you will not be able to take full advantage of the website and its functions or content. 

When you submit data on our website, you will be consenting to us processing the categories of personal data that you have provided. The categories of personal data that we collect are as follows: 

Contact Data 

We may process your contact data (“contact data”). The contact data may include your first name, last name, email address, and phone number. The contact data may be processed for the purposes of communicating with you, operating our website, providing our services, processing requests, record-keeping, and marketing and sales purposes. The legal basis for this processing is consent OR our legitimate interests, namely the proper administration of our website and business. 

Notification Data 

We may process information that you provide to us for the purpose of subscribing to our email notifications and/or newsletters, and/or downloading content, confirmation of event or webinar registration, changes to any current or future registrations, notifications if you change your communication preferences, removing you from our mailing list upon your request, and adding you or deleting you from our marketing database. (“notification data”). The notification data may be processed for the purposes of sending you the relevant notifications and/or newsletters, and/or content. The legal basis for this processing is consent. 

Correspondence Data 

We may process information contained in or relating to any communication that you send to us (“correspondence data“). The correspondence data may include the communication content and metadata associated with the communication. Our website will generate the metadata associated with communications made using the website contact forms. The correspondence data may be processed for the purposes of communicating with you and record-keeping. The legal basis for this processing is our legitimate interests, namely the proper administration of our website and business and communications with users. 

Inquiry Data 

We may process information contained in any inquiry you submit to us regarding goods and/or services (“inquiry data“). The inquiry data may be processed for the purposes of offering, marketing and selling relevant goods and/or services to you. The legal basis for this processing is consent. 

GDPR Request Data 

We may process information contained in any GDPR Request you submit to us fulfilling your rights set out by the GDPR (“GDPR request data”). We will process this data for the purpose of fulfilling the request, communicating to you about the request, and sending you a validation once the request has been fulfilled. The legal basis for this processing is consent, OR if the processing is necessary to comply with our legal obligation as a controller. 

Job Application Data 

We may process data contained in any inquiry you make relating to job applications (“Job Application Data”). This data may include address, city, country, province/state, postal/zip, work eligibility, employment status, level of education, work experience, desired annual salary, and anything you submit to us in your cover letter and/or resume. This data may be processed for human resources, hiring procedures, and record-keeping. To support these activities, job application data may be shared with Rippling (People Center, Inc.), our HR management platform, as set out in Section 3.2. The legal basis for this processing is consent OR the performance of a contract between you and us and/or taking steps, at your request, to enter into such a contract.

Health Data 

We may process “health data”. We may collect this data when you are signing up to attend an in-person event with us. This data may include food allergies, diet restrictions, and if you require special assistance. This data may be processed for the purposes of providing you appropriate accommodations at our event(s), should you require it. The legal basis for this processing is consent OR if processing is necessary in order to protect the vital interests of the data subject or of another natural person. 

Information We Collect Automatically: 

We collect information automatically when you use our website, as described below:

Usage Data 

We may process data about your use of our website and services (“Usage Data“). The usage data may include your IP address, geographical location, browser type and version, operating system, referral source, length of visit, page views and website navigation paths, as well as information about the timing, frequency and pattern of your service use. The source of the usage data is Google Analytics. This usage data may be processed for the purposes of analyzing the use of the website and services. The legal basis for this processing is consent OR our legitimate interests, namely monitoring and improving our website and services. 

Security and Fraud Prevention Data 

We use Google reCAPTCHA to protect our website and services from automated abuse, spam, and fraudulent activity. reCAPTCHA analyzes user interactions to distinguish legitimate users from bots. This processing may include IP address, browser characteristics, device information, mouse movements, click patterns, keystroke dynamics, and cookies. We act as the data controller for this processing, and Google processes this data on our behalf as a data processor under the Google Cloud Data Processing Addendum. Data may be transferred to Google’s servers in the United States, protected by Standard Contractual Clauses. 

The legal basis for this processing is our legitimate interests, namely protecting our website and services from fraudulent activity, automated abuse, and spam, and ensuring the security and integrity of our systems. 

More Information 

We may process any of your personal data identified in this notice where necessary for the establishment, exercise or defense of legal claims, whether in court proceedings or in an administrative or out-of-court procedure. The legal basis for this processing is our legitimate interests, namely the protection and assertion of our legal rights, your legal rights and the legal rights of others. 

In addition to the specific purposes for which we may process your personal data set out in this Section 2, we may also process any of your personal data where such processing is necessary for compliance with a legal obligation to which we are subject, or in order to protect your vital interests or the vital interests of another natural person. 

You must not provide us with personal data relating to any third party unless specifically requested to do so by us or where such disclosure is necessary for the purposes outlined in this notice. 

3. Providing your personal data to others

3.1 We may disclose your personal data to any member of our group of companies (this means our subsidiaries, our ultimate holding company and all its subsidiaries) insofar as reasonably necessary for the purposes, and on the legal bases, set out in this notice. Information about our group of companies can be found in section 8.  Additionally, in the event we, or substantially all of our assets, are acquired by one or more third parties as a result of an acquisition, merger, sale, reorganization, consolidation, or liquidation, in which case information may be one of the transferred assets.  We require that all members of our group of companies implement appropriate security measures to protect usage data.   

3.2 We use the following sub-processors to process the data categories listed below:  

 (last updated: September 2, 2026) 

Sub-processor 

Data Categories Processed 

Purpose 

Zoom/Teams 

Contact Data, Correspondence Data 

Video conferencing/meetings 

Unbounce 

Contact Data, Inquiry Data 

Landing pages/lead generation 

Rippling (People Center, Inc.)

Job Application Data, Contact Data, Employee HR Data (including payroll, benefits, and performance data)

HR management, payroll administration, and applicant tracking

Google Analytics 

Usage data 

Website analytics/visitor tracking 

WordPress 

Contact Data, Usage Data, Content Data 

Website hosting and content management 

WPRocket 

Usage Data 

Website performance optimization 

WPML 

Content Data 

Website multilingual functionality 

Google Ads 

Contact Data, Usage Data 

Online advertising/remarketing  

Google reCAPTCHA 

Contact Data, Usage Data 

Bot detection and fraud prevention 

Marketo 

Contact Data, Usage Data, Notification Data 

Marketing automation/campaign management 

Marketo Measure (Bizible) 

Contact Data, Usage Data 

Marketing attribution/analytics 

ClickCease 

Usage Data 

Click fraud protection 

PathFactory 

Contact Data, Usage Data 

Content engagement tracking 

Microsoft Clarity 

Usage Data 

Website behavior analytics 

VWO/Wingify

 

Usage Data

A/B testing/website optimization 

OneTrust 

Contact Data, Consent Data 

Cookie consent management 

Vanilla Forums 

Contact Data, User-Generated Content 

Community forum hosting 

Zendesk 

Contact Data, Inquiry Data, Correspondence Data 

Customer support/ticketing 

ChiliPiper 

Contact Data, Scheduling Data 

Meeting scheduling/routing 

Captivate 

Usage Data 

Content engagement/learning management 

Oktopost 

Contact Data, Usage Data 

Social media management 

Vimeo 

Usage Data 

Video hosting 

ZoomInfo 

Contact Data 

Sales intelligence/lead enrichment 

HubSpot 

Contact Data, Usage Data, Notification Data 

CRM/marketing automation 

Calendly 

Contact Data, Scheduling Data 

Meeting scheduling 

LinkedIn 

Contact Data, Usage Data 

Social media advertising/analytics 

Microsoft Ads 

Contact Data, Usage Data 

Online advertising 

YouTube 

Usage Data 

Video hosting/embedding 

Salesforce 

Contact Data, Inquiry Data, Usage Data 

CRM/sales management 

Cvent

Contact Data, Usage Data 

Event registration management

Cloudflare

Contact Data, Usage Data 

Website CDN and security

Bettermode

Contact Data, Usage-Generated Content

Community forum hosting

Uberflip

Contact Data, Usage Data 

Content management

LearnUpon

Contact Data, Usage Data, Learning/Training Data

Learning management and course delivery

UserVoice

Contact Data, User-Generated Content

Customer feedback and idea management

Articulate 360

Contact Data, Usage Data, Learning/Training Data

Learning content delivery

All processing is limited to the purposes specified in Section 2. Health Data are not shared with or processed by our sub-processors.

These sub-processors are situated in the United States. Transfers to the United States are protected by Standard Contractual Clauses (SCCs) adopted by the European Commission. We have entered into a Data Processing Agreement with each sub-processor that incorporates these SCCs. 

3.3 In addition to the specific disclosures of personal data set out in this Section 3, we may disclose your personal data where such disclosure is necessary for compliance with a legal obligation to which we are subject, or in order to protect your vital interests or the vital interests of another natural person. We may also disclose your personal data where such disclosure is necessary for the establishment, exercise or defense of legal claims, whether in court proceedings or in an administrative or out-of-court procedure.  We may also use, disclose, and/or sell anonymized, aggregate data based on usage data, provided that such data cannot be combined with any other data to re-identify any individuals. 

4. International transfers of your personal data

 In this Section 4, we provide information about the circumstances in which your personal data may be transferred to countries outside of the region in which you are located, including outside of the European Economic Area (EEA) 

 4.1 We have offices in the United States, Canada, United Kingdom, Ireland and Australia.  The hosting facilities for our websites are located in the United States and Canada. 

Where your personal data is transferred outside the country in which you are located, we rely on the following safeguards:

  • United States: Where applicable, transfers to the United States are protected by Standard Contractual Clauses adopted by the European Commission.
  • Canada: The European Commission has adopted an adequacy decision recognizing Canada as providing adequate protection for personal data transferred from the EEA under PIPEDA. Transfers to our Canadian hosting facilities are made in reliance on that adequacy decision.

4.2 You acknowledge that personal data that you submit for publication through our website or services may be available, via the internet, around the world. We cannot prevent the use (or misuse) of such personal data by others. 

5. Retaining and deleting personal data

5.1 This Section 5 sets out our data retention policies and procedures, which are designed to help ensure that we comply with our legal obligations in relation to the retention and deletion of personal data.  

Personal data that we process for any purpose, or purposes shall not be kept for longer than is necessary for that purpose or those purposes. 

5.2 We will retain your personal data as follows:  

Usage data will be retained for a maximum period of 26 months following the date of collection. 

Contact Data will be retained for a maximum period of 5 years following the date of collection. 

Notification Data will be retained for a maximum period of 5 years following the date of collection. 

Inquiry Data will be retained for a maximum period of 5 years following the date of collection.

GDPR Request Data will be retained for a maximum period of  3 years  after the request has been fulfilled. 

Job Application Data will be retained for a minimum period of the job application process following the application date, and for a maximum period of 5 years following application rejection date. If the job applicant is successful, the data will be subject to our Human Resources Policy. 

Health Data will be retained for a minimum period of (1) day post event date, and for a maximum period of 6 months following the date of collection. 

Notwithstanding the other provisions of this Section 5, we may retain your personal data where such retention is necessary for compliance with a legal obligation to which we are subject, or in order to protect your vital interests or the vital interests of another natural person. 

6. Your rights

In this Section 6, we have summarized the rights that you have under data protection law. Some of the rights are complex, and not all of the details have been included in our summaries. Accordingly, you should read the relevant laws and guidance from the regulatory authorities for a full explanation of these rights. 

6.1 Your principal rights under applicable data protection laws are: 

  • the right to access; 
  • the right to rectification; 
  • the right to erasure; 
  • the right to restrict processing; 
  • the right to object to processing; 
  • the right to data portability; 
  • the right to complain to a supervisory authority; and 
  • the right to withdraw consent 

6.2 The Right of Access. You have the right to confirmation as to whether or not we process your personal data and, where we do, access to the personal data, together with certain additional information. That additional information includes details of the purposes of the processing, the categories of personal data concerned and the recipients of the personal data. Providing the rights and freedoms of others are not affected, we will supply to you a copy of your personal data. The first copy will be provided free of charge, but additional copies may be subject to a reasonable fee.  

6.3 The Right to Rectification. You have the right to have any inaccurate personal data about you rectified and, taking into account the purposes of the processing, to have any incomplete personal data about you completed.  

6.4 The Right to Erasure. In some circumstances you have the right to the erasure of your personal data without undue delay. Those circumstances include: the personal data are no longer necessary in relation to the purposes for which they were collected or otherwise processed; you withdraw consent to consent-based processing; you object to the processing under certain rules of applicable data protection law; the processing is for direct marketing purposes; and the personal data have been unlawfully processed. However, there are exclusions of the right to erasure. The general exclusions include where processing is necessary: for exercising the right of freedom of expression and information; for compliance with a legal obligation; or for the establishment, exercise or defense of legal claims. 

6.5  The Right to Restriction of Processing. In some circumstances you have the right to restrict the processing of your personal data. Those circumstances are you contest the accuracy of the personal data; processing is unlawful, but you oppose erasure; we no longer need the personal data for the purposes of our processing, but you require personal data for the establishment, exercise or defense of legal claims; and you have objected to processing, pending the verification of that objection. Where processing has been restricted on this basis, we may continue to store your personal data. However, we will only otherwise process it: with your consent; for the establishment, exercise or defense of legal claims; for the protection of the rights of another natural or legal person; or for reasons of important public interest.  

6.6 The Right to Object to Processing.  

You have the right to object to our processing of your personal data on grounds relating to your particular situation. This right applies in two contexts: 

General Objection: You may object to processing where the legal basis is that processing is necessary for the performance of a task carried out in the public interest or in the exercise of any official authority vested in us, or for the purposes of legitimate interests pursued by us or by a third party. If you make such an objection, we will cease to process the personal information unless we can demonstrate compelling legitimate grounds for the processing which override your interests, rights and freedoms, or the processing is for the establishment, exercise or defense of legal claims. 

Marketing Objection: You also have the right to object to our processing of your personal data for direct marketing purposes (including profiling for direct marketing purposes). If you make such an objection, we will cease to process your personal data for this purpose. 

 6.7 The Right to Data Portability. To the extent that the legal basis for our processing of your personal data is: 

  1. consent; or 
  2. that the processing is necessary for the performance of a contract to which you are party or in order to take steps at your request prior to entering into a contract, and such processing is carried out by automated means, you have the right to receive your personal data from us in a structured, commonly used and machine-readable format. However, this right does not apply where it would adversely affect the rights and freedoms of others. 

6.8 The Right to Complain to a Supervisory Authority. If you consider that our processing of your personal information infringes data protection laws, you have a legal right to lodge a complaint with a supervisory authority responsible for data protection. You may do so in the EU member state of your habitual residence, your place of work or the place of the alleged infringement. 

6.9 The Right to Withdraw Consent. To the extent that the legal basis for our processing of your personal information is consent, you have the right to withdraw that consent at any time. Withdrawal will not affect the lawfulness of processing before the withdrawal.  

How to Exercise Your Rights. You may exercise any of your rights in relation to your personal data by written notice to us OR by emailing us. Contact info provided in Section 8.

7. Additional information

7.1 Choice. You may revoke your consent that you have previously provided for us to share your Personal Data with third parties, except as required by law. You may also have the right to opt out if your Personal Data is used for any purpose that is materially different from the purpose(s) for which it was originally collected or which you originally authorized. To do this, you may send your request to us using the information in the “Our details” section (8) below.

7.2 Supervisory oversight. If the EU GDPR applies to our processing of your Personal Data, you also have the right to lodge a complaint with a data protection regulator in one or more of the European Union Member States. Specifically, you can lodge a complaint in the Member State of the European Union of your habitual residence, place of work, or the alleged violation of the GDPR. In the UK, you can lodge a complaint with the UK Information Commissioner’s Office.

7.3 Changes to this notice. If we make any material change to this Notice, we will post the revised Notice to this web page and update the “Last updated” date above.

8. Our details 

8.1   We are legally organized or incorporated in: 

  1. United States as Foundant Technologies, A Montana Corporation, located at 143 Willow Peak Drive, Bozeman MT  59718 
  2. United States as SmartSimple Software Ltd., A Delaware Corporation, located at 143 Willow Peak Drive, Bozeman MT  59718 
  3. United States as GivingData LLC, A Massachusetts Limited Liability Company, located at 143 Willow Peak Drive Bozeman MT 59718 
  4. Canada as SmartSimple Software Inc., A Federally Incorporated Corporation, located at 501 – 56 The Esplanade, Toronto, ON, Canada. M5E 1A6; 
  5. Ireland as SmartSimple Software Ireland Limited, a private limited company, located at Unit A15, Bracetown Business Park, Clonee, Co Meath, D15YDC1; 
  6. United Kingdom as SmartSimple Software UK Limited, a private limited company, locatedat  Mark J Rees Llp, Granville Hall,  Granville Road, Leicester, Leicestershire, United Kingdom, LE1 7RU 
  7. Australia as Foundant Technologies, A Proprietary Limited Company, located at 15 Pine Street, Stirling, South Australia, 5152, Australia 

You can also contact us by email: Privacy@foundant.com

Please allow up to four (4) weeks for us to reply.

9. Data protection officer

9.1 Our data protection officer’s contact details are: 

Dara O’Sullivan 
(416) 591-1668 
Privacy@foundant.com 

 10. Children’s privacy

Our websites are not directed to, and we do not knowingly collect personal data from, any person under the age of 16. If you believe we have inadvertently collected data from a minor without appropriate consent, please contact us at privacy@foundant.com and we will take steps to delete the data promptly.