Privacy Policy

Last Updated: July 24, 2018

At Cocatalyst, we want to provide people a quick way to donate with stock to charities. In this privacy policy, we tell you what information we receive from donors that use Cocatalyst, and how we use it to connect to facilitate transaction.

Scope of this Privacy Policy
Cocatalyst (“Cocatalyst,” “we,” “our,” and/or “us”) values the privacy of individuals who use our application, websites, and related services (collectively, the “Cocatalyst Platform ”). This privacy policy (the “Privacy Policy”) explains how we collect, use, and share information from Cocatalyst donors (“Users”). Beyond the Privacy Policy, your use of Cocatalyst is also subject to our Terms of Service (

Information We Collect
Registration Information. When you submit a Cocatalyst request, you give us your name, email address, phone number, brokerage, brokerage number, and securities.

Personal Information. When you submit a donation request through Cocatalyst, we use your personal information to assist brokers to identifying your accounts.

Securities. The information about the securities you provide aids us in obtaining the right security lots from your account, and liquidating them on behalf of the charitable organization you designate as the recipient.


Device Information. Cocatalyst receives information from Users’ devices, including IP address, web browser type, mobile operating system version, phone carrier and manufacturer, application installations, device identifiers, and mobile advertising identifiers.

Usage Information. To help us understand how you use the Cocatalyst Platform and to help us improve it, we automatically receive information about your interactions with the Cocatalyst Platform, like the pages or other content you view, your actions within the Cocatalyst app, and the dates and times of your visits.

Information from Cookies and Similar Technologies. We collect information through the use of “cookies”, tracking pixels, and similar technologies to understand how you navigate through the Cocatalyst Platform and interact with Cocatalyst advertisements, to learn what content is popular, and to save your preferences. Cookies are small text files that web servers place on your device; they are designed to store basic information and to help websites and apps recognize your browser. We may use both session cookies and persistent cookies. A session cookie disappears after you close your browser. A persistent cookie remains after you close your browser and may be accessed every time you use the Cocatalyst Platform. You should consult your web browser(s) to modify your cookie settings. Please note that if you delete or choose not to accept cookies from us, you may be missing out on certain features of the Cocatalyst Platform.

Third Party Services. If you choose to register for Cocatalyst or otherwise link your Cocatalyst account with a third party’s service (such as Facebook), we may receive the same type of information we collect from you (described above) directly from those services.

Third Party Partners. We may receive additional information about you, such as demographic data, or fraud detection information, from third party partners and combine it with other information that we have about you.

How We Use the Information We Collect

We use the information we collect from all Users to:
Provide, improve, expand, and promote the Cocatalyst Platform;
Analyze how the Cocatalyst community uses the Cocatalyst Platform;
Communicate with you, either directly or through one of our partners, including for marketing and promotional purposes;
Personalize the Cocatalyst experience for you and your friends and contacts;
Send you text messages and push notifications;
Facilitate donations;
Provide you with customer support;
Find and prevent fraud; and
Respond to trust and safety issues that may arise, and requests from government authorities.

How We Share the Information We Collect

API and Integration Partners. If you connect to the Cocatalyst Platform through an integration with a third party service, we may share information about your use of the Cocatalyst Platform with that third party. We may share your information with our third party partners in order to receive additional information about you. We may also share your information with third party partners to create offers that may be of interest to you.

Third Party Services. The Cocatalyst Platform may allow you to connect with other websites, products, or services that we don’t have control over (for example, we may give you the ability to order a food delivery from a restaurant from within the Cocatalyst app). If you use these services, we will provide the third party with information about you to allow them to provide the service to you (for example, we would give the restaurant your name, phone number and address to drop off the food). We can’t speak to the privacy practices of these third parties, and we encourage you to read their privacy policies before deciding whether to use their services.

Service Providers. We work with third party service providers to perform services on our behalf, and we may share your information with such service providers to help us provide the Cocatalyst Platform, including all of the things described in Section 3 above.

Other Sharing. We may share your information with third parties in the following cases:

While negotiating or in relation to a change of corporate control such as a restructuring, merger or sale of our assets;
If a government authority requests information and we think disclosure is required or appropriate in order to comply with laws, regulations, or a legal process;
With law enforcement officials, government authorities, or third parties if we think doing so is necessary to protect the rights, property, or safety of the Cocatalyst community, Cocatalyst, or the public (you can read more about this in our Law Enforcement Request policy);
To comply with a legal requirement or process, including but not limited to, civil and criminal subpoenas, court orders or other compulsory disclosures.
If you signed up for a promotion with another User’s referral or promotion code, with your referrer to let them know about your redemption of or qualification for the promotion;
With our insurance partners to help determine and provide relevant coverage in the event of an incident;
To provide information about the use of the Cocatalyst Platform to potential business partners in aggregated or de-identified form that can’t reasonably be used to identify you; and
Whenever you consent to the sharing.
Your Choices
Email Subscriptions. You can always unsubscribe from our commercial or promotional emails but we will still send you transactional and relational emails about your account use of the Cocatalyst Platform.

Data Security. We are committed to protecting the data of the Cocatalyst community. Even though we take reasonable precautions to protect your data, no security measures can be 100% secure, and we cannot guarantee the security of your data.

Children’s Privacy. Cocatalyst is not directed to children, and we don’t knowingly collect personal information from children under 13. If we find out that a child under 13 has given us personal information, we will take steps to delete that information. If you believe that a child under the age of 13 has given us personal information, please contact us at

Changes to Our Privacy Policy. We may make changes to this Privacy Policy from time to time. If we make any material changes, we will let you know through the Cocatalyst Platform, by email, or other communication. We encourage you to read this Privacy Policy periodically to stay up-to-date about our privacy practices. As long as you use the Cocatalyst Platform, you are agreeing to this Privacy Policy and any updates we make to it.

Contact Information. Feel free to contact us at any time with any questions or comments about this Privacy Policy, your personal information, our use and sharing practices, or your consent choices by contacting