Legal

Privacy policy

A plain-English summary, followed by the binding text. We treat your data like we treat money on Bequest: with custody.

Last updated: June 6, 2026

Plain English first

We collect what's required to move money safely: name, email, identity documents for KYC where required, and the transaction details themselves. We use that information to operate Bequest and meet our regulatory obligations — nothing else. We never sell personal data. We never use your donor records to advertise to your donors.

What we collect

Why we collect it

Who we share it with

Service providers under contract (cloud infrastructure, KYC vendors, payment processors), regulators when legally required, and the recipient of a transaction (since they need to know who sent it). We do not sell personal data, and we don't share it for cross-context behavioral advertising.

Your rights

Depending on your jurisdiction, you may have the right to access, correct, port, or delete your data. Send requests to privacy@bequest.org. We'll verify your identity and respond inside the legal window (30 days CCPA, 30 days GDPR with a 60-day extension allowed).

Retention

We keep transaction and identity data as long as required by financial-services law (typically seven years after account closure for U.S. AML obligations). Account data we don't need legally is deleted on request.

International transfers

Bequest is U.S.-based. Data from outside the U.S. is transferred under standard contractual clauses or other approved mechanisms.

Contact

Questions, requests, or complaints: privacy@bequest.org. For EU/UK residents, you may also lodge a complaint with your local supervisory authority.