Privacy Policy

Effective Date: January 14, 2024
Last Updated: August 4, 2026

1. Introduction

Generis Solutions, LLC and its affiliated entities (“Generis,” “we,” “us,” or “our”) respect your privacy and are committed to protecting the confidentiality, integrity, and appropriate use of Personal Data entrusted to us.

This Privacy Policy describes how we collect, use, disclose, store, and protect Personal Data when you:

visit or interact with our websites, including generis.com and related digital properties;
communicate with us electronically, by phone, through forms, or through other channels;
register for events, webinars, newsletters, or communications;
inquire about or engage our consulting or fundraising services; or
otherwise interact with Generis in a business, professional, or organizational capacity.

Generis primarily serves churches, schools, nonprofit organizations, and other mission-driven institutions. Most Personal Data we collect relates to individuals acting on behalf of organizations with which Generis maintains or seeks to maintain a professional relationship.

This Privacy Policy is intended to provide clear and transparent information regarding our privacy practices and to supplement any contractual confidentiality, privacy, or data protection obligations applicable to specific client engagements.

2. Scope of this Privacy Policy

This Privacy Policy applies to Personal Data collected:

through our websites and online services;
through forms, downloads, event registrations, and marketing interactions;
through communications with prospective clients or partners;
through business development activities;
through recruiting or contractor inquiries; and
through other interactions related to Generis’ business operations.

This Privacy Policy does not govern Personal Data processed exclusively on behalf of a client pursuant to a separate consulting agreement, confidentiality agreement, or data processing agreement. In those circumstances, applicable contractual obligations may govern the handling of such information.

3. Definitions

Personal Data

“Personal Data” means information that identifies, relates to, describes, or could reasonably be linked to an identified or identifiable individual.

Depending on the context, Personal Data may include:

name;
employer or organizational affiliation;
title or role;
mailing address;
email address;
telephone number, including mobile telephone number;
IP address;
browser or device information;
event registration information;
communication preferences;
marketing engagement information; and
other information voluntarily submitted to us.

Usage Data

“Usage Data” means information collected automatically regarding interaction with our websites or services, including browser type, device information, pages visited, timestamps, referral URLs, and related analytics information.

Cookies

“Cookies” are small text files or similar technologies stored on a device to help websites function, analyze usage, remember preferences, and improve user experience.

4. Information We Collect

Information You Provide Directly

We may collect Personal Data you voluntarily provide when you:

submit a contact form;
request information about our services;
subscribe to communications;
register for an event or webinar;
download resources;
complete surveys or assessments;
communicate with us by email, phone, or online forms;
apply for employment or contractor opportunities; or
otherwise interact with Generis.

Depending on the interaction, the information collected may include:

name;
organizational affiliation;
professional title;
contact information;
mailing address;
event participation information;
communication preferences;
information regarding your organization’s needs or interests;
phone number, including mobile telephone number; and
any other information you voluntarily submit.

Because of the nature of our business operations, information you provide may indicate an association with a church, ministry, school, or nonprofit organization. Generis does not infer or assume an individual’s personal religious beliefs based solely on organizational affiliation.

Information Collected Automatically

When you use our websites, we may automatically collect certain technical and usage information, including:

IP address;
browser type and version;
device identifiers;
operating system;
referring pages;
pages visited;
date and time of access;
interaction data;
session duration; and
similar diagnostic or analytics information.

Information From Third Parties

We may receive information from:

marketing and event partners;
publicly available sources;
referral partners;
social media platforms;
analytics providers;
CRM or marketing automation platforms; and
organizations with which you are affiliated.

We may combine such information with other information we maintain.

Information Related to Payments

In certain circumstances, Generis may accept electronic payments for services, registrations, or related transactions through third-party payment processors.

Payment transactions may be processed through platforms integrated with our business systems, including payment technologies provided through HubSpot or affiliated payment processing partners.

Generis generally does not store complete payment card information on its own systems. Payment information submitted in connection with a transaction is processed directly by applicable payment processors subject to their own privacy and security practices.

5. How We Use Personal Data

We may use Personal Data for legitimate business and operational purposes, including to:

respond to inquiries and requests;
communicate regarding our services;
provide resources, newsletters, or thought leadership content;
market and promote Generis services;
manage relationships with current or prospective clients;
register and administer events;
personalize website experiences;
analyze website performance and engagement;
improve our websites, services, and communications;
maintain business and operational records;
recruit employees or contractors;
enforce agreements and policies;
detect, investigate, or prevent fraud, misuse, or security incidents; and
comply with legal, regulatory, insurance, accounting, or contractual obligations.

We may also use aggregated or de-identified information for analytics, research, benchmarking, historical, or operational purposes.

6. Legal Bases for Processing

Where applicable under data protection laws, Generis processes Personal Data under one or more of the following legal bases:

your consent;
performance of a contract or steps requested prior to entering a contract;
compliance with legal obligations;
protection of legitimate business interests; or
other lawful bases permitted under applicable law.

Our legitimate interests may include:

responding to organizational inquiries;
marketing relevant professional services;
maintaining and developing client relationships;
improving our services and website functionality;
maintaining business records;
protecting the security and integrity of our systems; and
supporting organizational operations and growth.

Where we rely on consent, you may withdraw that consent at any time, subject to legal or operational limitations.

7. Marketing Communications

Generis may send communications regarding:

consulting and fundraising services;
articles, insights, and thought leadership;
events, webinars, and training opportunities;
organizational resources; and
other information relevant to nonprofit, educational, or ministry organizations.

Where required by applicable law, we obtain consent before sending marketing communications. In other circumstances, we may send communications based on legitimate interest where permitted by law and where those interests are not overridden by your rights and freedoms.

You may opt out of marketing communications at any time by:

using the unsubscribe link included in communications; or
contacting us using the information provided below.

Operational, transactional, legal, or service-related communications may still be sent where necessary.

8. Text Messaging & SMS Communications

Generis offers text messaging (SMS/MMS) programs to communicate with client representatives, prospective clients, and event participants regarding service updates, consulting inquiries, scheduling, resources, and marketing information.

Consent and Opt-In: We only send text messages to individuals who have expressly opted in to receive SMS communications from Generis (e.g., by completing a web form with a dedicated SMS consent box or submitting a direct text request). Opting into text messages is entirely voluntary and is not a condition of purchasing any services.
Message Frequency: Message frequency varies based on your interactions with us, your inquiry status, or the specific communication program you joined.
Cost: Message and data rates may apply depending on your mobile carrier and wireless plan.
How to Opt-Out: You can cancel or opt out of receiving text messages at any time by replying STOP, END, CANCEL, UNSUBSCRIBE, or QUIT to any text message received from Generis. After sending the stop message, you may receive one final confirmation message confirming your opt-out.
Customer Support: For assistance or questions regarding text communications, reply to any message or contact us directly at dpo@generis.com.
Carrier Non-Liability: Wireless carriers (such as AT&T, T-Mobile, Verizon, and others) are not liable for delayed or undelivered messages.

9. Cookies and Tracking Technologies

Generis uses Cookies and similar technologies for operational, analytical, security, and marketing purposes.

These technologies may include:

essential website functionality cookies;
analytics and performance cookies;
session management tools;
embedded media technologies;
advertising or campaign attribution technologies; and
user preference or consent management technologies.

We may use third-party analytics or marketing providers to help us understand website usage and improve our communications and services.

You may manage cookie preferences through your browser settings or applicable consent tools presented on our websites. Disabling certain Cookies may affect website functionality.

10. Third-Party Services and Platforms

General Business Platforms

Generis may use third-party service providers and platforms to support our operations, including providers that assist with:

website hosting;
cloud storage;
communications, including telephone, email, and SMS/text messaging;
analytics;
event registration;
CRM and marketing automation;
scheduling;
document management;
recruiting;
security monitoring; and
other business operations.

Examples of third-party platforms we may use include:

HubSpot for CRM, forms, marketing automation, communications, and payment processing;
Google Workspace for email, document management, and business operations;
analytics and website optimization providers;
webinar and conferencing platforms;
SMS/text messaging providers; and
cloud hosting and infrastructure providers including Google Cloud.

These third parties may process Personal Data on our behalf subject to contractual, confidentiality, and security obligations.

Information submitted through forms on our Website may be processed through HubSpot technologies and subject to applicable HubSpot infrastructure and security controls. Additional information regarding HubSpot’s privacy practices is available at https://legal.hubspot.com/privacy-policy .

Generis does not sell Personal Data to third parties.

Social Media Platforms

Generis maintains professional profiles and pages on third-party platforms including:

Facebook,
Instagram, and
LinkedIn.

If you interact with Generis through social media platforms, those platforms may independently collect information about you and your interactions subject to their own privacy policies and practices.

Generis may receive information from social media platforms including:

profile information;
communication activity;
engagement metrics; and
publicly available information associated with your account.

Our websites may also include links to or integrations with social media platforms, which may use cookies or similar tracking technologies.

We encourage users to review the privacy policies and settings of applicable social media platforms.

11. Disclosure of Information

We may disclose Personal Data:

to service providers acting on our behalf;
to affiliated entities;
to professional advisors, auditors, insurers, or legal counsel;
in connection with a merger, acquisition, restructuring, or asset transfer;
to comply with legal obligations or lawful requests;
to protect rights, safety, systems, property, or operations; or
with your consent or direction.

We may also disclose aggregated or de-identified information that does not reasonably identify individuals.

Mobile Information Non-Sharing Policy

Notwithstanding anything to the contrary in this Privacy Policy, no mobile phone numbers, SMS opt-in data, or text messaging consent information will be shared, sold, rented, leased, or disclosed to third parties or affiliates for marketing or promotional purposes.

Mobile information will only be shared with service providers acting directly on our behalf (such as cloud communications or CRM platforms like HubSpot) solely to facilitate the transmission of text messages requested by you, subject to strict confidentiality obligations.

12. Data Retention

Generis retains Personal Data only for as long as reasonably necessary to:

fulfill the purposes described in this Privacy Policy;
maintain business and relationship records;
provide services;
comply with legal, accounting, tax, insurance, regulatory, or contractual obligations;
resolve disputes;
enforce agreements; or
protect Generis’ legitimate business interests.

Retention periods vary depending on the nature of the information, the context in which it was collected, legal obligations, and operational requirements.

Where appropriate, information may be securely deleted, anonymized, or de-identified.

13. Data Security

Generis implements commercially reasonable administrative, technical, and physical safeguards designed to protect Personal Data from unauthorized access, disclosure, misuse, alteration, or destruction.

Such safeguards may include:

encryption technologies;
secure cloud environments;
authentication and access controls;
vendor oversight procedures;
monitoring and incident response measures;
secure disposal practices;
employee and contractor confidentiality obligations; and
policies governing the handling of confidential information.

Despite these measures, no method of transmission or storage can be guaranteed completely secure, and Generis cannot guarantee absolute security.

14. International Data Transfers

Generis is based in the United States and may process or store information in the United States or other jurisdictions where our service providers operate.

Where required by applicable law, Generis implements reasonable safeguards intended to protect Personal Data transferred internationally.

By interacting with our services, you acknowledge that information may be transferred to and processed in jurisdictions that may have different data protection laws than your jurisdiction.

15. Your Privacy Rights

Depending on your jurisdiction and applicable law, you may have rights regarding your Personal Data, including the right to:

request access to Personal Data;
request correction of inaccurate information;
request deletion of Personal Data;
object to certain processing activities;
restrict certain processing;
withdraw consent;
opt out of marketing communications;
request data portability where applicable; or
lodge a complaint with an applicable regulatory authority.

We may request information necessary to verify identity before responding to requests.

To exercise applicable privacy rights, contact us using the information below.

16. California Privacy Disclosures

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (“CCPA”) and related California privacy laws, subject to applicable exemptions and limitations.

Subject to applicable law, California residents may have the right to:

know what categories of Personal Data we collect;
know the sources from which Personal Data is collected;
understand the purposes for collecting or disclosing Personal Data;
request deletion of Personal Data;
request correction of inaccurate information; and
not be discriminated against for exercising privacy rights.

Generis does not sell Personal Data and does not knowingly sell or share Personal Data for cross-context behavioral advertising purposes.

17. Children’s Privacy

Our services and websites are not directed to children under the age of 13, and Generis does not knowingly collect Personal Data from children under 13 through its websites.

If we become aware that Personal Data has been collected from a child in violation of applicable law, we will take reasonable steps to delete the information.

18. External Links

Our websites may contain links to third-party websites, platforms, or services not controlled by Generis.

Generis is not responsible for the privacy practices, security, or content of third-party websites or services. Users should review the privacy policies of those third parties independently.

19. Changes to this Privacy Policy

Generis may update or modify this Privacy Policy from time to time to reflect changes in:

legal requirements;
operational practices;
technologies;
services; or
data processing activities.

Updated versions will be posted on the applicable website with a revised effective date.

Continued use of our services following the posting of changes constitutes acceptance of the revised Privacy Policy.

20. Contact Information

Questions, requests, or concerns regarding this Privacy Policy or Generis’ privacy practices may be directed to:

Generis Solutions, LLC
6455 East Johns Crossing Suite 275
Johns Creek, Georgia 30097
United States

Email: dpo@generis.com

Website: https://www.generis.com/

PRIVACY POLICY