Privacy Policy

1.Who This Policy Applies To

This Privacy Policy applies to information collected through:

• Our website
• Contact forms
• Consultation forms
• Program registrations
• Email communications
• Event sign-ups
• Payment or invoice processes
• Training participation
• Coaching or navigation inquiries
• Business or organizational consulting services
• Digital resources, downloads, and communications

This policy applies to Thrive Forward Solutions LLC and related initiatives such as Taking Initiative, Taking Initiative Now, and Taking Initiative Network.

2.Information We May Collect

We may collect information you voluntarily provide, including:

• Name
• Email address
• Phone number
• Mailing address
• Business or organization name
• Job title or role
• Billing and payment information
• Service inquiry details
• Program registration details
• Consultation notes
• Scheduling information
• Accessibility or accommodation requests
• Feedback, survey responses, or testimonials
• Documents or files you choose to share
• Communication preferences
• Information needed to provide consulting, coaching, training, or navigation support

3.Sensitive Information

Depending on the service, you may choose to share sensitive information with us. Sensitive information may include:

• Health-related information
• Disability-related information
• Housing or benefits information
• Reentry or justice-system-related information
• Sexual health or identity-related information
• Financial hardship information
• Employment or education barriers
• Lived-experience information
• Information connected to peer-support, coaching, navigation, or education

We only request sensitive information when it is reasonably connected to the service being provided. You should not submit sensitive information through unsecured forms, email, text message, social media, or public platforms unless we have specifically instructed you to do so through an approved process.

4.How We Use Information

We may use information to:

• Respond to inquiries
• Schedule consultations
• Provide consulting, training, coaching, navigation, or educational services
• Register participants for programs or events
• Process payments and invoices
• Send confirmations, updates, reminders, and service-related communications
• Improve our website, programs, services, and accessibility
• Maintain records for tax, accounting, legal, insurance, or compliance purposes
• Protect safety, confidentiality, and program integrity
• Evaluate program impact in aggregated or de-identified form
• Develop internal workflows, quality assurance processes, and service improvements

5.Artificial Intelligence and Privacy

Thrive Forward Solutions may use artificial intelligence tools for limited business-supportive purposes, such as general marketing strategy, lead generation using publicly available information, workflow development, administrative planning, accessibility review, and non-confidential business operations.

However, Thrive Forward Solutions does not use public AI tools to process, analyze, summarize, store, rewrite, upload, or generate content from:

• Protected health information
• HIPAA-regulated information
• Confidential client records
• Case notes
• Medical or behavioral health records
• Private participant information
• Sensitive personal information shared in support, coaching, education, or navigation settings
• Confidential business records without approval
• Proprietary client materials without written permission
• Taking Initiative protected curriculum or proprietary program materials

Taking Initiative curricula, workbooks, facilitator guides, training materials, scripts, frameworks, and original program content are not submitted into public AI systems for generation, rewriting, analysis, summarization, storage, or model training.

6.HIPAA-Level and High-Security Clients

Not all Thrive Forward Solutions services are covered by HIPAA. HIPAA may apply only when we are acting as a covered entity, business associate, subcontractor, or under a specific agreement requiring HIPAA compliance.

When a client, contract, program, or partnership requires HIPAA-level privacy protections or enhanced data security, Thrive Forward Solutions applies a higher level of protection.

For HIPAA-level or high-security clients, Thrive Forward Solutions does not use public AI tools to process protected health information, confidential health-related records, medical information, case notes, service records, or other highly sensitive client information.

When HIPAA-level protections are required, we use secure systems, restricted access, confidentiality safeguards, minimum-necessary practices, human review, and compliance-aligned workflows.

7.Cookies, Analytics, and Website Data

Our website may collect basic technical information, such as:

• IP address
• Browser type
• Device type
• Pages visited
• Referring website
• Approximate location
• Date and time of visit
• Interactions with forms, links, or pages

We may use cookies, analytics tools, or similar technologies to understand website performance, improve accessibility, measure engagement, and protect website security. You may disable cookies through your browser settings, but some website features may not work properly.

8.How We Share Information

We may share information only when necessary and appropriate, including with:

• Service providers who support our website, payments, scheduling, email, cloud storage, analytics, or business operations
• Contractors, consultants, or team members who support Thrive Forward Solutions services
• Partner organizations when necessary for a service and with appropriate permission
• Government, legal, tax, insurance, or regulatory authorities when required
• Emergency or safety responders when there is an imminent safety concern or legal duty to act
• Professional advisors such as attorneys, accountants, compliance consultants, or insurance providers

We do not sell personal information for money. If we later use advertising, tracking, or analytics technologies that legally qualify as “sharing” or “selling” under applicable privacy law, we will update this policy and provide required choices.

9.Data Security

We use reasonable administrative, technical, and physical safeguards to protect information from unauthorized access, misuse, loss, alteration, or disclosure. Safeguards may include:

• Password-protected systems
• Secure cloud storage
• Role-based access
• Confidentiality expectations
• Limited access to sensitive information
• Data minimization
• Secure deletion or archiving
• Internal quality assurance procedures
• Contractor confidentiality controls

No system is completely secure. You should avoid sending highly sensitive information through unsecured channels.

10.Data Retention

We keep information only as long as reasonably necessary for the purpose it was collected, unless a longer period is required for legal, tax, accounting, insurance, contract, quality assurance, or compliance reasons. When information is no longer needed, we may securely delete, archive, anonymize, or de-identify it.

11.Your Privacy Choices

Depending on your location and applicable law, you may have the right to:

• Request access to personal information we maintain about you
• Request correction of inaccurate information
• Request deletion of certain information
• Opt out of certain communications
• Request information about how your data is used
• Limit certain uses of sensitive personal information where applicable
• Withdraw consent for optional communications or services

To make a privacy request, contact us at:

Or submit a request directly:

We may need to verify your identity before completing a request.

12.California Privacy Notice

If California privacy laws apply to your information, you may have specific rights under the California Consumer Privacy Act, as amended by the California Privacy Rights Act. These rights may include:

• The right to know what personal information is collected
• The right to know how information is used or disclosed
• The right to request deletion
• The right to correct inaccurate information
• The right to opt out of sale or sharing, where applicable
• The right to limit certain uses of sensitive personal information, where applicable
• The right not to be discriminated against for exercising privacy rights

Thrive Forward Solutions does not knowingly sell personal information for money.

13.Children and Youth

Our general website is not intended to collect personal information from children under 13 without appropriate parent, guardian, school, agency, or legally authorized consent.

Some educational programs may serve youth or young adults through schools, caregivers, organizations, or community partners. In those cases, additional consent, safeguarding, and program-specific privacy procedures may apply.

14.Third-Party Links

Our website or materials may link to third-party websites, platforms, payment processors, social media pages, scheduling tools, forms, or partner resources. We are not responsible for the privacy practices, accessibility, security, or content of third-party services.

15.Changes to This Policy

We may update this Privacy Policy as our services, technology, legal obligations, or business operations change. The updated version will be posted with a revised “Last Updated” date.

16.Contact Us

For privacy questions, contact: