Privacy Policy

Crewe Foundation Services goes to great lengths to protect the privacy of the personal financial information of our donors. At Crewe Foundation Services, we respect every individual’s right to privacy, and we have a long-established tradition of discretion for our donors’ personal privacy. We reinforce this respect daily in the way we routinely handle sensitive donor information in our day-to-day operations.

The following sets forth Crewe Foundation Service’s privacy policy. We will only share personal information with others as stated in this pledge unless we ask your permission.

When you establish a relationship with Crewe Foundation Services, you complete certain account documentation that includes personal information, including the following: name, address, telephone number, social security number, assets, and charitable giving experience. We obtain this information to ensure that your charitable planning and donations to Crewe Foundation Services are done in the best format and structure to accomplish your charitable giving goals based upon your personal situation.  We do not sell or otherwise provide this personal information to marketing firms. Such information may be shared with entities involved in servicing and administering accounts on behalf of Crewe Foundation Services; however, our obligation to protect your privacy extends to these entities. We will share your information only with those entities who have agreed to conform to our privacy standards and who are contractually bound by confidentiality agreements.

We do reserve the right to disclose the personal information of our existing and former donors when we believe that disclosure is required by law or regulation or is necessary to (i) comply with a request from a self-regulatory authority or other law enforcement agency, (i) protect our rights, or (ii) to comply with a subpoena or other judicial process.

Our procedures to protect your privacy are generally dictated by industry standards to ensure the security and confidentiality of donors’ information, to protect against any anticipated threats or hazards to the security or integrity of such records, and to protect against unauthorized access to records that may harm or inconvenience the donor.

We strive to maintain strict standards to protect your personal information. If you have any questions or concerns regarding this policy, please contact us at In addition, it is important to us that we have accurate information about you. If you are a donor and have a concern about your personal or account information or you want to correct, update, or confirm your information, please contact us.

Open a New DAF Account

Tell us a bit about yourself.

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Thank you!

Please download, complete, and return the following forms:

The above documents will also be forwarded to you by email.  Please return signed forms via email to or by fax to (801) 563-1971.

You will be contacted by a Crewe Foundation Specialist when your new account has been created and is ready for funding.