Data Policy

General Information

We collect the e-mail addresses of those who communicate with us via e-mail, aggregate information on what pages consumers access or visit, and information volunteered by the consumer (such as survey information and/or site registrations). The information we collect is used to improve the content of our Web pages, the quality of our service, and is not shared with or sold to other organizations for commercial purposes, except to provide products or services you’ve requested, when we have your permission, or under the following circumstances:

  • It is necessary to share information in order to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, violations of Terms of Service, or as otherwise required by law.
  • We transfer information about you if MortarStone is acquired by or merged with another company. In this event, MortarStone will notify you before information about you is transferred and becomes subject to a different privacy policy.


On mortarstone.com (this website) we use cookies to learn how people navigate the site with the purpose of making our information easier to find and understand.

Our analytics application (app.mortarstone.com) uses cookies to detect if users have signed-in and are authorized to access the application. We may also use a cookie to track how someone uses the application with the purpose of improving the application.

The only information we passively collect with cookies is related to the usage of the websites which we develop and control. We use 3rd party analytics tools like Hubspot and Google Analytics. The data we collect with cookies is never sold or shared with another person or organization.

Analyzed Church Data

MortarStone makes great effort to ensure the security and privacy of the data you share with us. If your organization shares data with us, you retain all rights to your data. We will never sell or share the data we import from you with a third party. Here are some of the ways we protect your data:

Physical Security

Our servers are housed in protected data centers secured with biometrics and staffed with security guards 24/7/365. All employees are identified using biometrics and state issued IDs before entering the facility. The data centers we use are regularly audited and carry SOC 2 and SOC 3 certifications. Our hosting provider is PCI DSS compliant.

Application Security

Development of our application follows state-of-the-art security practices. We keep our software dependencies updated with the latest security patches. Access to servers is restricted to our engineers and every access is logged. When you use our application all data between us is encrypted.

Data Security

We use a database to store and process your data. We keep it secure using the same methods described above. We securely keep recent backups which are purged regularly. We will never sell the data we import from you. We will not share your imported data with a third party, without your express direction (for example, if and when you request enrichment of your data), or unless when compelled by a court order.

We never sell or share the data we import from you, with some exceptions:
  • We send addresses, without names or other identifying information, to the US Census in order to geocode them and to retrieve location-based census data like median income.
  • At your direction, we will share data with a third party data company to append wealth-markers and similar data to your MortarStone data.
  • When you send email from our platform, the email is shared with a third party email service.

Billing Security

We never store your credit card or ACH information. We partner with Stripe to securely process your payment.


MortarStone may periodically update this policy. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary email address specified in your MortarStone primary account holder account or by placing a prominent notice on our site.


MortarStone will share your data with law enforcement if compelled to by a court order.


Any questions about this Privacy Policy should be addressed to support@mortarstone.com.