This Privacy Policy applies to heritageagalliance.com, our website forms, and related communications and customer-relationship activities. It does not govern the independent privacy practices of a CPA, attorney, agronomist, laboratory, technology provider, or other professional or organization that you engage separately.
1. Information we collect
Information you provide
We may collect information that you choose to provide through a form, email, telephone call, meeting, or other communication, including:
- your name, email address, telephone number, and other contact details;
- your relationship to a property and general information about its location, ownership, agricultural use, or management;
- the question, circumstances, and professional-advisor context that prompted you to contact us;
- your communication preferences, acknowledgments, and consent records, including the notice shown, your selection, date and time, source, telephone number, and later opt-out or do-not-disturb status; and
- correspondence, notes, and other information you send during an inquiry.
Information collected automatically
When you use our website, we and service providers supporting the site may automatically receive limited technical and usage information, such as your Internet Protocol address, browser and device type, operating system, pages viewed, date and time of access, referring page, approximate location derived from an Internet Protocol address, and campaign or referral parameters.
Information from other sources
We may receive information from a person you authorize, a professional advisor involved in your matter, publicly available sources, or service providers that help us operate our website and customer-relationship systems. We use such information only when it is reasonably related to your inquiry or our legitimate business operations.
2. How we use information
We may use personal information to:
- receive, organize, review, and respond to your inquiry;
- understand your property question and identify an appropriate next conversation;
- communicate with you by email, person-to-person telephone call, or text message when authorized, and maintain records of those communications;
- coordinate with professional advisors or service providers when you request or authorize that coordination;
- operate, secure, maintain, and improve our website, forms, communications, and customer-relationship systems;
- measure website performance and understand how visitors find and use the site;
- prevent fraud, misuse, security incidents, or other harmful activity;
- comply with law, respond to lawful requests, establish or defend legal claims, and enforce our agreements; and
- carry out another purpose disclosed to you when the information is collected or with your consent.
Telephone calls and optional text messages
If you provide a telephone number, we may use it for a person-to-person call about your inquiry and directly related next steps. Providing a telephone number does not by itself enroll you in text messages.
If you separately check the optional text-message consent box, you may receive recurring non-marketing messages through the Heritage Agricultural Alliance Inquiry Updates program. Messages may include an inquiry receipt, scheduling, requested follow-up, and related status updates. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is not a condition of purchase or service. We may send one final message confirming an opt-out. We will not use this consent for promotional text messages without separate consent.
Submitting an inquiry does not determine eligibility, establish a tax position or financial result, create a professional or fiduciary relationship, or create an engagement.
3. Cookies and similar technologies
Our website and its service providers may use cookies, pixels, local storage, and similar technologies that are necessary to operate and secure the site, remember preferences, measure performance, and understand referral or campaign activity. These technologies may associate technical information with a browser or device.
You may adjust cookie controls in your browser and may be able to limit certain analytics technologies. Blocking essential cookies may affect site functionality. If we introduce a use that requires additional notice or consent, we will provide it as required by applicable law.
4. When we disclose information
We may disclose personal information only as reasonably necessary for the purposes described in this policy, including to:
- service providers that support website hosting, forms, customer-relationship management, email delivery, messaging and telecommunications, analytics, security, document handling, and other business operations;
- professional advisors and specialists when you request or authorize an introduction or when disclosure is otherwise appropriate and lawful for the conversation you asked us to organize;
- legal and safety recipients when reasonably necessary to comply with law, respond to lawful process, protect rights or safety, investigate misuse, or establish or defend legal claims; and
- a successor organization in connection with a merger, financing, reorganization, sale of assets, or similar business transaction, subject to appropriate safeguards.
Service providers are permitted to use information only for the services they provide to us and as otherwise allowed by their agreements and applicable law.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
5. Sale, targeted advertising, and sensitive data
We do not sell personal data as “sale” is defined under applicable privacy law. We do not currently process personal data for targeted advertising or for profiling in furtherance of decisions that produce legal or similarly significant effects. If our practices change, we will update this policy and provide any notice or opt-out mechanism required by law.
We do not intentionally request sensitive personal data through our public website. If sensitive information is inadvertently provided, we will limit its use and disclosure, apply appropriate safeguards, and seek consent where applicable law requires it.
6. Retention
We retain personal information only for as long as reasonably necessary for the purposes described in this policy, including to manage an inquiry or relationship, maintain appropriate business and consent records, comply with legal obligations, resolve disputes, and protect the integrity of our systems. Retention periods vary based on the type and sensitivity of the information, the nature of the relationship, and applicable legal or contractual requirements. Records of consent notices and selections, together with opt-out and suppression records, are generally retained for at least five years. We may retain a minimal suppression record for longer when reasonably necessary to honor an opt-out. We may delete, deidentify, or aggregate other information when it is no longer reasonably needed.
7. Security
We use reasonable administrative, technical, and organizational measures designed to protect personal information against unauthorized access, use, alteration, or disclosure. No website, transmission, or storage system can be guaranteed completely secure. For that reason, ordinary website forms and email should not be used to send sensitive records.
8. Your privacy choices and Texas rights
You may ask us to review, correct, or delete personal information associated with you, or to stop nonessential communications. Where the Texas Data Privacy and Security Act applies to our processing, a Texas resident may also have the right to:
- confirm whether we process the resident's personal data and access that data;
- correct inaccuracies, taking into account the nature of the data and the purpose of processing;
- delete personal data provided by or obtained about the resident;
- obtain a portable copy of personal data the resident previously provided, when available in a digital format;
- opt out of the sale of personal data, targeted advertising, or qualifying profiling; and
- exercise applicable rights without unlawful discrimination.
Communication choices
You may withdraw text-message consent at any time by replying STOP to a message or by emailing [email protected]. Reply HELP for assistance. We will honor reasonable methods of revoking consent and will apply the request as promptly as practicable. An opt-out from text messages does not prevent us from responding by email or a person-to-person call when otherwise authorized.
To submit a request, email [email protected] with the subject line Privacy Request and describe the request. We may take reasonable steps to authenticate your identity and authority before responding. An authorized agent may submit a request where permitted by law, but we may require proof of authorization and direct identity verification.
When the Texas Data Privacy and Security Act applies, we will respond without undue delay and generally within 45 days. If we deny an applicable request, you may appeal by emailing the same address with the subject line Privacy Appeal. Please explain why you believe the decision should be reconsidered. If an appeal is denied, you may submit a privacy complaint to the Texas Attorney General.
Some rights are subject to exceptions under applicable law. We do not need to take opt-out action for practices we do not engage in, but we will confirm our current practice in response to an authenticated request.
9. Children's privacy
Our website and services are intended for adults and are not directed to children. We do not knowingly collect personal information online from a child under 13. If you believe a child has provided personal information to us, contact us so we can review and take appropriate action.
10. Third-party websites and professionals
Our site may link to websites, platforms, or services operated by others. Their privacy practices are governed by their own policies, not this one. An introduction to or communication involving a third-party professional does not make that person or organization our service provider or place their independent records under our control.
11. Changes to this policy
We may update this Privacy Policy to reflect changes in our practices, technology, services, or legal obligations. The effective date at the top shows when the current version became effective. When required, we will provide additional notice of a material change.
12. Contact us
Questions, privacy requests, and appeals may be sent to:
Heritage Agricultural Alliance, LLC
Email: [email protected]
Website: heritageagalliance.com
Use of the website is also governed by our Terms of Use.