Terms of Service
Last updated 18 August 2026
These terms govern an organization’s use of Data Health, a product of CauseMatch. They are between CauseMatch and the organization whose workspace holds the records. If CauseMatch and the organization have signed a separate written agreement covering this service, that agreement governs wherever it differs from these terms.
1. What the service is
Data Health imports files an organization exports from its own systems, matches the records in them to resolve duplicate identities, reports on giving, and tracks pledges. It can also send pledge reminders from an email account the organization connects.
2. Accounts and access
A workspace is created for the organization, and people are invited into it. The organization decides who is invited and at what level of access, and is responsible for removing people who should no longer have it. Accounts are for named individuals and should not be shared. Tell us at joseph@causematch.com if you believe an account has been compromised.
3. The organization's records
The records an organization uploads remain the organization’s. By uploading them the organization confirms it has the right to hold them and to have us process them on its behalf, and that contacting the people in them is permitted. We use them to operate the service for that organization, and for nothing else. We do not sell them and we do not use them to train generalized artificial intelligence or machine-learning models. The Privacy Policy sets out the detail.
4. Sending reminders
Reminders are sent from the organization’s own connected mailbox, and the organization is the sender of them in every sense that matters. That carries specific obligations, and accepting these terms means accepting them:
- Reminders may be sent only to people who genuinely made the pledge being chased. This feature is for collecting on a commitment, not for fundraising appeals or marketing to a list.
- The organization is responsible for the accuracy of what a reminder asserts. The service holds reminders when the payment data it has been given is not recent enough to support the claim, but that check is an aid, not a substitute for the organization knowing its own books.
- Opt-outs must be honored. The service records them automatically and will not queue another reminder to someone who has unsubscribed. The organization must not work around that.
- The organization is responsible for complying with the law that applies to it on commercial and transactional email, and for anything it writes into a message template.
We may suspend sending for an organization if we have reason to believe the service is being used to send unsolicited mail.
5. Acceptable use
Do not use the service to break the law, to upload records the organization has no right to hold, to attempt to reach another organization’s workspace, to probe or disrupt the service, or to resell access without our written agreement.
6. Availability, and what the service does not promise
We work to keep the service available and correct, but it is provided as is. We do not promise uninterrupted availability, and we do not warrant that identity matching, payment matching, or any figure the service reports is free of error. Those results are proposals for a human to confirm, and the service is built to require that confirmation before anything is sent to a donor. The organization remains responsible for reviewing them.
To the fullest extent the law allows, CauseMatch is not liable for indirect, incidental or consequential loss, or for lost revenue or donations, arising from use of the service.
7. Fees
Any fee for the service is whatever CauseMatch and the organization have agreed in writing. Where nothing has been agreed, no fee is payable.
8. Ending it
An organization may stop using the service at any time, and may ask us to delete its data as described in the Privacy Policy. We may end access if these terms are breached, and will say why. Disconnecting the mailbox stops all sending immediately.
9. Changes
If we change these terms we will update the date at the top of this page and tell the organizations using the service directly when the change is material.
10. Governing law
These terms are governed by the laws of the State of New York, without regard to its conflict-of-laws rules, and the state and federal courts located in New York County, New York have exclusive jurisdiction, unless a signed agreement between CauseMatch and the organization says otherwise.
11. Contact
Questions about these terms go to joseph@causematch.com.