Privacy Policy

TrailBlend Consulting Inc. ("TrailBlend," "we," "our," or "us") is committed to protecting the privacy of individuals who visit our website at trailblend.ca and who engage with our advisory services. This Privacy Policy describes how we collect, use, disclose, and protect personal information in accordance with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation.

1. What Information We Collect

We may collect the following categories of personal information:

• Contact information: name, email address, phone number, and institutional affiliation, when you complete a contact form or book a strategy call.
• Professional information: job title, institution name, and details about your fundraising campaigns or advancement operations that you share with us in the course of an engagement.
• Website usage data: IP address, browser type, pages visited, and time spent on pages, collected automatically through cookies and analytics tools.
• Communications: emails, meeting notes, and other correspondence you send to us.

2. How We Use Your Information

We use personal information for the following purposes:

• To respond to your inquiries and schedule strategy calls.
• To provide advisory services under an engagement agreement.
• To send you relevant insights, resources, or updates about TrailBlend's services, where you have given consent.
• To improve our website and understand how visitors use it.
• To comply with applicable legal obligations.

We do not sell, rent, or trade your personal information to third parties. We do not use your information for automated profiling or decision-making that produces legal or similarly significant effects.

3. Consent

We collect and use personal information with your knowledge and consent, either express or implied. When you submit a contact form, book a strategy call, or engage our services, you consent to the collection and use of your personal information as described in this Policy. You may withdraw consent at any time by contacting us at info@trailblend.ca, subject to legal or contractual restrictions.

Where we send marketing communications, we comply with Canada's Anti-Spam Legislation (CASL). You may unsubscribe from marketing emails at any time by clicking the unsubscribe link in the email or by contacting us directly.

4. Disclosure of Information

We may share your personal information with:

• Service providers: third-party companies that assist us in operating our website or delivering our services (e.g., email platforms, scheduling tools), bound by confidentiality agreements.
• Legal authorities: where required by law, court order, or government authority.

We do not disclose client engagement details, institutional data, or prospect research to any third party without explicit written authorization from the client.

5. Cookies and Analytics

Our website uses cookies and similar tracking technologies to understand how visitors use the site. We use Google Analytics, which collects anonymized usage data. You may disable cookies through your browser settings; however, some features of the website may not function properly if cookies are disabled.

6. Data Retention

We retain personal information only as long as necessary to fulfill the purposes for which it was collected, or as required by law. Client engagement records are typically retained for seven years following the conclusion of an engagement, in accordance with Canadian accounting and legal standards. Contact inquiries that do not result in an engagement are retained for twenty-four months.

7. Security

We take reasonable physical, technical, and administrative measures to protect personal information against unauthorized access, disclosure, alteration, or destruction. These measures include encrypted communications, access controls, and secure data storage. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

8. Access and Correction

You have the right to request access to the personal information we hold about you, and to request correction of any inaccuracies. To make such a request, please contact our Privacy Officer at info@trailblend.ca. We will respond within thirty (30) days.

9. Cross-Border Transfers

TrailBlend is a Canadian firm. Where we use third-party service providers based outside Canada (such as cloud storage or analytics platforms), your information may be processed in other jurisdictions. We take steps to ensure that such providers maintain privacy standards consistent with PIPEDA.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The date at the top of this page indicates when the Policy was last revised. We encourage you to review this Policy periodically.

11. Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact:

• TrailBlend Consulting Inc.
• St. Catharines, Ontario, Canada
• info@trailblend.ca
• 1-289-990-2634

If you are not satisfied with our response, you have the right to contact the Office of the Privacy Commissioner of Canada at priv.gc.ca.