Effective date: October 1, 2026

Umbrella Nonprofit Services ("Umbrella," "we," "us," or "our") provides bookkeeping, accounting, and grant-management services to nonprofit organizations. This Privacy Policy explains what information we collect through our website (myumbrellabooks.com), our services, and our phone and text-message communications, how we use that information, and the choices you have.

Information We Collect

• Contact information you give us, such as your name, organization, title, email address, mailing address, and phone number, including your mobile number.
• Client records you provide so we can perform our services, such as bank and credit card statements, payroll and vendor records, grant documents, and access to your accounting software.
• Communications you exchange with us, including emails, phone calls, voicemails, and text messages.
• Website usage information collected automatically when you visit our site, such as your browser type, device, pages viewed, and general location, through cookies and similar technologies.

How We Use Information

• To provide, manage, and bill for our services
• To answer your questions and communicate with you by phone, email, and text message
• To send service-related notices, such as appointment reminders, document requests, and deadline reminders
• To meet our legal, tax, audit, and regulatory obligations
• To maintain and improve our website and protect it from misuse

How We Share Information

We do not sell or rent your personal information. We share it only in these situations:

• Service providers that help us run our business, such as accounting and payroll software, secure file storage, and our phone and messaging provider. They receive only what they need to perform services for us and must keep it confidential.
• People you authorize, such as your organization's auditors, board members, grantors, or tax preparers, when you direct us to share with them.
• Legal requirements, when required by law, subpoena, or court order, or when needed to protect our rights, our clients, or others.
• Business changes, if our business is reorganized, merged, or sold, in which case the successor must continue to protect your information under this policy.

The limits on mobile information in the Text Messaging section below apply in every one of these situations.

Text Messaging (SMS)

We use text messaging to communicate with our clients and with people who contact us about our services. Our full text-messaging terms are in our Terms of Service.

Messages we send

We send messages about your account and our services, including replies to your questions, appointment scheduling and reminders, requests for documents or information, and filing or deadline reminders. We do not send marketing or promotional text messages.

How you opt in

You agree to receive text messages from us when you text our office number, when you give us your mobile number and agree to receive text messages during client onboarding or through our website, or when you ask a member of our team to contact you by text. Agreeing to receive text messages is not a condition of doing business with us.

Message frequency and cost

Message frequency varies based on your account activity and conversations with our team. Message and data rates may apply, depending on your mobile plan.

Opting out and getting help

Reply STOP to any message to stop receiving text messages from us. We will send one message confirming that you have been unsubscribed, and we will not text you again unless you opt back in by replying START. Reply HELP for help, or contact us at 702-551-1794 or kjacobs@myumbrellabooks.com.

Carriers

Mobile carriers are not liable for delayed or undelivered messages.

How we protect your mobile information

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. We do not sell or rent mobile phone numbers. We may share information with service providers that help us deliver our messages, such as our phone and messaging provider, only to provide that service. Text-messaging opt-in data and consent are never shared with any third party.

Cookies

We and our website service providers may use cookies and similar technologies to operate our website and understand how it is used. You can block or delete cookies in your browser settings, though some parts of the site may not work properly without them.

How We Protect Information

We use reasonable administrative, technical, and physical safeguards designed to protect the information we hold, including limiting access to people who need it to do their work. No method of storing or sending information is completely secure, but we work to protect your information and to keep client records confidential.

How Long We Keep Information

We keep client records for as long as we need them to provide our services and as required by law, professional standards, and our engagement agreements. When we no longer need them, we securely delete or destroy them.

Your Choices

• Text messages: Reply STOP to any message at any time.
• Email: Use the unsubscribe link in any non-essential email, or contact us.
• Access, correction, and deletion: Contact us to review, update, or ask us to delete your personal information. We will respond within a reasonable time, though we may need to keep records we are legally or professionally required to retain.
• Nevada residents: We do not sell covered information as defined under Nevada law (NRS Chapter 603A). You may still send a request directing us not to sell your covered information by emailing kjacobs@myumbrellabooks.com.

Children's Privacy

Our website and services are intended for organizations and adults. We do not knowingly collect personal information from children under 13.

Links to Other Websites

Our website links to other sites, such as our social media pages and professional directories. Those sites have their own privacy practices, and we are not responsible for them.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated policy on this page and change the effective date above. If we make a material change to how we handle text messaging, we will notify people who have opted in to receive our text messages.

Contact Us

Umbrella Nonprofit Services
P.O. Box 231569
Las Vegas, NV 89105
Phone: 702-551-1794
Email: kjacobs@myumbrellabooks.com