Privacy Policy
Effective date: 10/1/2026
Legacy Gift Plan is operated by Legacy Gift Plan, LLC (“Legacy Gift Plan,” “we,” “us,” or “our”). This Privacy Policy explains how we collect, use, and disclose personal information through legacygiftplan.com and related communications about your inquiry.
1. Information We Collect
Information you provide. When you submit a form, request information, or communicate with us, we collect the information you provide. This may include your name, email address, telephone number, mailing address, ZIP code, age or date of birth, insurance interests, and other details you choose to share. We may also retain your communications and records of your contact preferences and consent.
Please do not submit Social Security numbers, payment information, medical records, or other sensitive information through a general website inquiry form or ordinary email. If additional information is needed for an insurance application, the insurance professional or insurer will explain how to provide it through an appropriate process.
Information collected automatically. When you visit our website, we and our service providers may collect your IP address, browser and device information, pages viewed, referring website, and the date and time of your visit. Cookies and similar technologies may help the website function and help us understand how visitors use it.
2. How We Use Information
We use information to:
- Respond to inquiries and provide requested information about insurance options.
- Connect you with insurance professionals who can assist with your request.
- Communicate with you about your inquiry and, where permitted and consistent with your preferences and any required consent, related products or services.
- Operate, maintain, secure, and improve our website and services.
- Maintain business records, document consent and communication preferences, prevent fraud, and comply with legal obligations.
3. How We Share Information
We may disclose information to:
Insurance professionals and providers. We may share information relevant to your request with licensed insurance agents, agencies, or insurers to help them respond to your inquiry or assist with insurance options. These recipients may have their own privacy notices governing their handling of your information. Any marketing contact must remain within the scope of applicable law and any required consent.
Service providers. We may share information with providers that support website hosting, form processing, customer relationship management, email delivery, communications, analytics, security, and other business operations. These providers receive information for the services they perform for us.
Legal and safety purposes. We may disclose information when required by law or when reasonably necessary to respond to lawful requests, protect rights and safety, investigate fraud, or enforce our agreements.
Business transactions. Information may be transferred as part of a merger, acquisition, reorganization, or sale of business assets, subject to applicable law.
At your direction. We may share information when you ask us to do so or give permission.
4. Mobile Information and Text Messages
If you choose to receive text messages, we use your mobile number and consent information to provide those messages. Mobile opt-in data and consent will not be sold or shared with third parties or affiliates for their own marketing or promotional purposes. We may provide that information to service providers that deliver messages or otherwise support the messaging program on our behalf.
Message frequency varies. Message and data rates may apply. You may opt out by replying STOP to a text message. For assistance, reply HELP, where supported, or contact us using the information below. Consent to marketing text messages is not a condition of purchasing insurance. Merely visiting our website does not enroll you in marketing text messages.
5. Cookies and Similar Technologies
Cookies are small files stored on your device. We may use cookies and similar technologies for website functionality and usage measurement. You can manage or delete cookies through your browser settings. Blocking some cookies may affect website functionality.
6. Your Communication Choices
You may unsubscribe from marketing emails using the unsubscribe link in the message. To stop marketing texts, reply STOP. To request that we stop marketing calls, tell the caller or contact us below.
An opt-out from one channel may not automatically change your preferences for other channels. We may still send nonmarketing communications where permitted, such as information needed to fulfill a request. If a separate insurance agency or insurer contacts you under its own relationship with you, contact that organization to change its communication preferences.
7. Retention and Security
We retain personal information for as long as reasonably necessary for the purposes described in this policy, including handling inquiries, maintaining required records, honoring opt-outs, resolving disputes, and complying with legal obligations. Retention periods depend on the type of information and the reason it is held.
We use reasonable administrative, technical, and physical safeguards designed to protect personal information. No website, transmission, or storage system can be guaranteed completely secure.
8. Privacy Requests
Depending on where you live and which laws apply, you may have rights to request access to, correction of, or deletion of personal information; receive a copy of certain information; or opt out of certain processing, including sale, targeted advertising, or sharing as defined by applicable law. These rights are subject to legal exceptions and may not apply to every business or category of information.
To make a request, contact us below. We may need to verify your identity before acting on it. If we deny a request and applicable law provides a right to appeal, you may submit an appeal through the same contact address and identify it as a privacy appeal. We will not unlawfully discriminate against you for exercising applicable privacy rights.
9. Third-Party Websites
Our website may link to websites operated by other organizations. Their privacy policies govern their collection and use of information. We are not responsible for their privacy practices.
10. Children’s Privacy
Our website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe a child has provided personal information, contact us so we can investigate and take appropriate action.
11. Changes to This Policy
We may update this Privacy Policy from time to time. We will post the revised policy on this page and update its effective date. Where required by law, we will provide additional notice or obtain consent for material changes.
12. Contact Us
For privacy questions, requests, or communication preference changes, contact:
Legacy Gift Plan, LLCEmail: contact@legacygiftplan.com
Mailing address: 6403 Cobbs Dr, Waco 76710