Privacy Policy

Frankly Inspired and Associates, LLC respects your privacy and is committed to handling the information you share with us responsibly.

This Privacy Policy explains the types of information we may collect through this website, how that information may be used, and the choices available to you.

Information We Collect

We may collect information that you voluntarily provide when you contact us, submit an inquiry, schedule a conversation, or otherwise communicate with Frankly Inspired and Associates, LLC.

This information may include your:

  • Name
  • Email address
  • Telephone number
  • Organization
  • Professional title or role
  • Organization website
  • Areas of interest
  • Information you voluntarily provide regarding your organization's needs or challenges

We encourage visitors not to submit confidential, sensitive, financial, health, student, employee, donor, or legally privileged information through the general website inquiry form.

Information Related to Paid Diagnostic Engagements

If you engage Frankly Inspired and Associates, LLC for a Formation Readiness, Grant Readiness, or Institutional Durability Diagnostic, the information involved is broader than a general website inquiry, and is handled differently.

For the Grant Readiness Diagnostic specifically, the Financial Health dimension is scored using your organization's IRS Form 990 filings, retrieved from ProPublica's public Nonprofit Explorer database and the IRS's public e-file data. These are publicly available records, not documents you need to submit to us.

For all three diagnostics, you may also choose to share additional organizational materials directly with us to support scoring and evidence review, for example governance policies, board materials, financial statements, or strategic plans. This is shared at your discretion, outside the general website inquiry form, typically by email or a shared file link agreed on during the engagement.

Information you share for a diagnostic is used only to complete that diagnostic: scoring, the written findings memo, and the readout session. It is not sold, and it is not reused for an unrelated engagement without your knowledge.

We retain diagnostic engagement records, including scoring inputs, the findings memo, and related correspondence, for seven years after the engagement concludes, consistent with standard recordkeeping practice for professional services and financial-related engagements. Within that window, you may request that we delete source materials you shared, such as financial statements, board materials, or governance documents, once the engagement concludes; we will retain only what we reasonably need to keep for that period.

How We Use Information

Information submitted through this website may be used to:

  • Respond to inquiries
  • Evaluate potential consulting or advisory engagements
  • Schedule meetings
  • Communicate regarding services
  • Improve our website and visitor experience
  • Maintain appropriate business records
  • Protect the security and integrity of the website

Frankly Inspired and Associates, LLC does not sell personal information submitted through this website.

Third Party Services

The website and its diagnostic tools use third party providers to support hosting, forms, scheduling, email, data storage, analytics, and AI-assisted features. These currently include:

  • Render: website and application hosting
  • Cloudflare: hosting for the InstitutionalOS scorecard tools
  • Resend: transactional email delivery
  • Neon: database storage for anonymized assessment benchmark data
  • Anthropic (Claude): generates the personalized narrative summary on self-assessment tools; this only ever receives your numeric scores, never your name or organization
  • Calendly: scheduling
  • Google Workspace: business email and document handling

Information processed through these services may also be subject to the privacy practices of those providers.

Website Analytics and Cookies

This website uses essential cookies and similar technologies required for the website to function correctly, such as remembering your cookie preference.

This website may also use optional analytics cookies to understand general website traffic, visitor behavior, and website performance. Optional analytics cookies are only set if you accept them through the cookie banner shown when you first visit the site. If you decline, or take no action, no analytics cookies are set.

You can change your cookie preference at any time using the "Manage Cookie Preferences" link in the footer of any page.

Data Retention

We retain information for as long as reasonably necessary to respond to inquiries, manage business relationships, maintain appropriate records, and comply with applicable obligations.

Your Choices

You may contact Frankly Inspired and Associates, LLC to request that we update, correct, or delete personal information you previously submitted, subject to applicable legal and business recordkeeping requirements.

Security

We take reasonable steps to protect information submitted through the website. However, no website, email system, or electronic transmission can be guaranteed to be completely secure.

Please do not use the website inquiry form to transmit confidential or highly sensitive information.

External Links

This website may contain links to third party websites or services. Frankly Inspired and Associates, LLC is not responsible for the privacy practices or content of external websites.

Changes to This Policy

We may update this Privacy Policy periodically. Changes will be reflected on this page along with an updated effective date.

Contact

Questions about this Privacy Policy may be directed to:

Frankly Inspired and Associates, LLC
Lanham, Maryland
Email: franklin@franklyinspired.associates