Delivery Policy

Once your purchase has been completed, you will be given unique links that you can use to download each purchased resource. The links will be immediately available in the browser, and will be emailed to the address provided.

The links will be valid for 48 hours following the time of purchase, at which point the links will cease to function. It is recommended that you backup your downloads to another computer, or an online storage service.

If you find that you are unable to download your purchased documents, please contact us directly within the 48 hour period. We will work with you to ensure that you receive your documents.

Return, Exchange, and Refund Policy

Because our resource materials are digital, it is not possible to provide a refund, exchange, or return.

Terms and Conditions

Access to any downloaded resource materials and to the gift planning calculator are not transferable.

Privacy Policy

At PhilanthroPlan, we understand that the privacy of our visitors and the knowledge of our use of information collected from each visitor is important and of concern to our clients and website visitors. We invite you to review our privacy policy and to connect with us if you require further information or assistance.

Contact Information:

If you feel that there is a need to connect with us, please use one of the following methods:

By Mail:
1205-165 Ontario Street
Kingston, ON, CA
K7L 2Y6

By Phone:
Toll Free:  1.888.613-6910

Email Address:

Personal Information

PhilanthroPlan does not automatically gather any personal information from you, such as your name, phone number or email address.
This information is only obtained if you provide it voluntarily, by contacting us via email, or through the use of an online form. Any personal information you do provide is managed consistent with Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA).
Although we make no attempt to link the information captured to the identity of specific individuals, the information captured may identify the following:

  • the type of browser and operating system used to access our website
  • screen resolution of your monitor
  • the date and time you access our website
  • the pages you visit
  • the address of any website from which you linked to the website

This information is used to help us make the PhilanthroPlan website more useful to our guests by learning about the number of visitors to our website, and by monitoring traffic patterns and the types of technology our visitors use. We do not track or record information about specific individuals and their visits. Visitor information is not disclosed to anyone except PhilanthroPlan personnel who need the information for legitimate business purposes such as responding to a product inquiry or information request.

Use of Cookies

A cookie is a small piece of text information that is sent to your browser when you access a website. Your browser will return this cookie information to the domain where the cookie originated. We do not regularly use “cookies” to track how our visitors use the site; when cookies are used, they may be used to help you fill in forms or track your use of the website.
If you are concerned about the use of cookies, you can refer to the help information in your browser software for information on how to disable cookies. If you wish to delete cookies from your machine, consult your browser’s help files for instructions on how to do so.
A cookie is used by PhilanthroPlan only when there is persistent data that is required to use the website, i.e. Administration Mode, and when an E-Commerce order form is being completed. For general viewing of pages, cookies are not used.
When a user is wishing to purchase the product(s) that they have selected, they will be asked to complete an online form. When a user completes a section of the form and clicks on the "Next" button, not only does the form progress to the “Next” page but a cookie is created on the computer of the visitor with the information that they have just completed. The purpose of the shopping basket cookie is to remember your information so that if you leave or get disconnected and come back to the order form, our server will determine if there is a cookie present. If not, the order form will be empty. If a cookie is present, then the form will be filled in with the information that was previously submitted.

Security Monitoring

All login attempts to the PhilanthroPlan Administration Mode are monitored. Each failed attempt is logged and analyzed. If a user attempts to log in to the PhilanthroPlan website and fails 4 times, the user will be "locked out" and will need to contact us for further direction.

E-Commerce Module

Our E-Commerce Module incorporates SSL technology provided by a Certificate Authority, and a Payment Gateway provided by Beanstream. When you are completing the ordering process, your payment details are forwarded to Beanstream using a secure connection. Your credit card details are not saved to the PhilanthroPlan Database.

Privacy and links to other sites

The PhilanthroPlan website may contain links to other websites. We are not responsible for the content and the privacy practices of other websites and encourage you to examine each site's privacy policy and disclaimers and make your own decisions regarding the accuracy and reliability of material and information viewed or otherwise obtained.

Information collected in emails and web forms

Should you choose to provide us with personal information—as in an email or by filling out a form and submitting it to us through our website—we will use that information to respond to your message and to help us source the information you have requested. PhilanthroPlan does not collect personal information for commercial marketing or distribution to any private organizations.

Google Analytics

PhilanthroPlan uses Google Analytics to gather statistics on portions of its web site.  We only use the information gathered to improve digital services for its clients and guests.
Google Analytics employs cookies to define user sessions, which allows for the collection of important data about how our visitors are using the website. Google Analytics uses only first-party cookies for data analysis.
According to Google, the data collected cannot be altered or retrieved by services from other domains. If you choose, you can opt out by turning off cookies in the preferences settings in your browser. For more information on Google Analytics, please visit Google’s web site.

Questions & Comments

If you have questions, comments or concerns with our privacy policy and/or the way we use the information that is collected from your web browser, we encourage you to please contact us.
December 2016 (O)