Privacy Notice

Insuring A Better World Fund (“Insuring A Better World Fund,” “we”, “us” or the “Fund”) is committed to protecting your privacy and maintaining the confidentiality and security of your personal information. This privacy notice (“Privacy Notice”) explains the manner in which Insuring A Better World Fund collects, utilizes and maintains nonpublic personal information of individuals who disclose such information to us, including prospective, current and former donors, insureds and life insurance policyowners. Please read this Privacy Notice carefully to understand what we do.

Collection of Individual Information

Insuring A Better World Fund collects personal information about individuals from the following sources:

    1. Insureds and owners of life insurance policies: This information includes or may include name, address, date of birth, social security number, nationality, employment information, medical and health records and information, financial and investment qualifications;
    2. Transactions within the trusts or assets managed by Insuring A Better World Fund, including life insurance policy information and valuations; and
    3. Other interactions with Insuring A Better World Fund (for example, discussions with our staff).

Disclosure of Nonpublic Personal Information

Insuring A Better World Fund may share nonpublic personal information about individuals, including prospective Fund lenders and third-party servicers, with affiliates, as permitted by law. Insuring A Better World Fund does not disclose nonpublic personal information about individuals to nonaffiliated third-parties, except as permitted by law (for example, to service providers who provide services to the Fund).

Insuring A Better World Fund may share nonpublic personal information, without an individual’s consent, with affiliated and nonaffiliated parties in the following situations, among others:

    1. To respond to a subpoena or court order, judicial process or regulatory inquiry;
    2. In connection with a proposed or actual sale, merger, or transfer of all or a portion of its business or assets;
    3. To protect or defend against fraud, unauthorized transactions (such as money laundering), lawsuits, claims or other liabilities;
    4. To lenders and service providers of Insuring A Better World Fund in connection with the administration and operations of Insuring A Better World Fund, its funds and other Insuring A Better World Fund products and services, which may include attorneys, accountants, auditors, administrators or other professionals;
    5. To process or complete transactions and donations requested by an individual.

Protection of Individual Information

Insuring A Better World Fund maintains physical, electronic and procedural safeguards that comply with federal standards to protect customer information. Insuring A Better World Fund restricts access to the personal and account information of individuals to those employees who need to know that information in the course of their job responsibilities. Insuring A Better World Fund will destroy, erase or make unreadable data, computer files and documents containing nonpublic personal information prior to disposal.

Further Information

Insuring A Better World Fund reserves the right to change its privacy policy at any time. The examples contained within this Privacy Notice are illustrations and are not intended to be exclusive. This privacy policy complies with federal law regarding privacy. You may have additional rights under other foreign or domestic laws that may apply to you. If you have any questions about this Privacy Notice or our privacy policies, please email Insuring A Better World Fund at donate@iabwf.org.