Financial Planning for Incorporated NDs and Business Owners

Select the Use button to add a tag to the body of your email. You may also use tags in the subject of your email by copying and pasting them directly in.

{FIRST_NAME}	Adds the recipients First Name.	Use
{LAST_NAME}	Adds the recipients Last Name.	Use
{COMPANY_NAME}	Adds the Company Name.	Use
{PORTAL_NAME}	Adds the application portals name.	Use
{MEMBER_NAME}	Adds the Recipients Membership name.	Use
{SIGNATURE_OPT_IN}	Adds the Opt-in link.	Use
{SIGNATURE_OPT_OUT}	Add the opt-out link.	Use
%signature%	Adds your preferred signature block.	Use
{Event_Start_Date}	Adds the Event's Start Date.(Events Only)	Use
{Event_End_Date}	Adds the Event's End Date.(Events Only)	Use
{Event_Name}	Adds the Event's Name.(Events Only)	Use
{Event_Description}	Adds the Event's Description.(Events Only)	Use
{Online_Training_Description}	Adds the Online Training Description.(Online Training Only)	Use
{Event_Specific_Dates}	Adds the Event's specific dates.(Events Only)	Use
{member_number}	Adds the Membership Number.	Use
{MemberSince}	Adds the Member Since Date.	Use
{CONTACTEMAIL}	Adds the organization email address used as the "From" address for other membership-related emails (e.g., new member welcome emails). Manage email addresses here.	Use
{EVENT_CREDITS}	Adds the Event's Credits.(Events Only)	Use
{CERTIFICATE_NUMBER}	Adds the Contact's Certificate Number	Use
{EVENTLOCATION}	Adds the Event's Location.	Use
{TOTALEVENTCREDITS}	The total number of credits that the contact has earned through the event tickets and workshops.	Use
{ASAPPEARSONBADGE}	Display the text of as appears field in the event setup.	Use
{contact_organization}	Displays the organization name of the contact.	Use
{RENEWALDATE}	Adds the Member Renewal Date in (yyyy-mm-dd).	Use
{MEMBERSHIP_YEAR}	Adds the Member's Membership Year	Use
{RENEWALDATE_MM-DD-YYYY}	Adds the Member Renewal Date in (mm-dd-yyyy).	Use
{LMS_CREDIT}	The number of credits the LMS course is worth for Continuing Education	Use
{COLLECTION_PERIOD_END-DATE_YYYY_MM_DD}	The end date of the CE collection period end date	Use
{LMS_COURSE_COMPLETION_DATE}	The completion date of the LMS course	Use
{INCEPTION_DATE}	Adds the Member Inception Date in (yyyy-mm-dd).	Use
{EVENT_END-DATE_MONTH_YYYY}	Adds Event End Date in Full Month Name and Year Format.(Events Only)	Use
{EVENT_END-DATE_MONTH_YYYY_ADD3}	Adds Event End Date in Full Month Name and Year Format Plus 3 Years.(Events Only)	Use
{WORKSHOP_NAME}	Adds the workshop name (if applicable)	Use
{WORKSHOP_DESCRIPTION}	Adds the workshop description (if applicable)	Use
{WORKSHOP_CREDITS}	Adds the workshop credit for related workshop (if applicable)	Use
{TOTALWORKSHOPCREDITS}	Adds the sum of all workshop credits for related event (if applicable)	Use
{Event_Start_Date_DD-MM-YYYY}	Adds the Event's Start Date in (dd-mm-yyyy).(Events Only)	Use
{Event_End_Date_DD-MM-YYYY}	Adds the Event's End Date in (dd-mm-yyyy).(Events Only)	Use
{RENEWALDATE_DD-MM-YYYY}	Adds the Member Renewal Date in (dd-mm-yyyy).	Use
{RENEWAL_DATE_MONTH_DD_YYYY}	Adds the Member Renewal Date in (Month Dth, yyyy).	Use
{INCEPTIONDATE_DD-MM-YYYY}	Adds the Member Inception Date in (dd-mm-yyyy).	Use
{TODAYSDATE}	Adds the current date.	Use
{TODAYSYEAR}	Adds the current year.	Use
{QR_CODE}	Adds the QR Code for their contactID, name, and emailAddress	Use
{WORKSHOP_DATE}	The date of the workshop (if applicable).	Use
{WORKSHOP_START_TIME}	The start time of the workshop (if applicable).	Use
{WORKSHOP_END_TIME}	The end time of the workshop (if applicable).	Use
{MEMBEREMAIL}	Adds the Member's Email Address.	Use
{INCEPTIONDATE_DD_MONTH_YYYY}	Adds the Member Inception Date in (Day Month Year). - eg. 27 October 2025	Use
{RENEWAL_DATE_DD_MONTH_YYYY}	Adds the Member Renewal Date in (Day Month Year). - eg. 27 October 2025	Use
{Event_Start_Date_MM-DD-YYYY}	Adds the Event's Start Date in (mm-dd-yyyy).(Events Only)	Use
{Event_End_Date_MM-DD-YYYY}	Adds the Event's End Date in (mm-dd-yyyy).(Events Only)	Use

December 2022

Policy Statement

The Ontario Association of Naturopathic Doctors (the Association) is committed to protecting the privacy of the personal information of its members, employees, volunteers, partners, and stakeholders. We value the trust of those we deal with and we recognize that maintaining this trust requires that we be transparent and accountable in how we treat the information that you choose to share with us.

During the course of our work, the Association frequently gathers and uses personal information. Anyone from whom we collect such information should expect that it will be carefully protected and that any use of, or other dealing with, this information is subject to consent. The Association’s privacy practices are designed to achieve this.

Personal information is any information that can be used to distinguish, identify, or contact a specific individual. This information can include an individual’s opinions or beliefs, as well as facts about, or related to, the individual. Exceptions: business contact information and certain publicly available information, such as names, addresses and telephone numbers as published in telephone directories, are not considered personal information.

Information in the public domain is not subject to privacy legislation and as such is not included in this policy.

Privacy Principles

The Ontario Association of Naturopathic Doctors observes the following ten (10) privacy principles when collecting, maintaining, and using personal information:

1 – Accountability

The Association is responsible for all personal information under its control and for maintaining compliance with these principles.

2 – Identifying the Purposes for Collecting Personal Information

The purposes for which personal information is collected will be identified and documented by the Association at or before the time the information is collected. Should this use change from that indicated at the time the information was collected, you will be notified.

3 – Consent

An individual’s knowledge and consent (express or implied) are required for the collection, use or disclosure of personal information by the Association, except as otherwise required or permitted by law. Consent may be withdrawn at any time.

4 – Limits to the Collection of Personal Information

The Association will limit the amount and type of personal information collected to that which is necessary for its purposes. Personal information will be collected by fair and lawful means.

5 – Limits to the Use, Disclosure and Retention of Personal Information

The Association will not use or disclose personal information for purposes other than those for which it was collected, except with the consent of the individual or as required or permitted by law. Personal information will be retained only as long as necessary for the fulfillment of those purposes, except as otherwise required by law.

6 – Accuracy

The Association will keep personal information as accurate, complete, and up to date as necessary for its purposes.

7 – Safety and Security

The Association will protect personal information with safeguards appropriate to the sensitivity of the information.

8 – Openness

The Association will be open about its policies and procedures regarding management of personal information and will ensure that individuals are reasonably able to acquire information about its policies and procedures in a form that is generally understandable.

9 – Individual Access

Upon written request, the Association will inform an individual of the existence, use and disclosure of his or her personal information and will provide access to that information, except where the law requires or permits it to deny access.

10 – Handling Inquiries and Challenges

Inquiries or challenges concerning compliance with these Principles must be in written form and addressed to:

Privacy Officer / CEO

Ontario Association of Naturopathic Doctors

789 Don Mills Road, Suite 603, Toronto, ON, M3C 1T5

info@oand.org

Online and Website Privacy

Cookies

The Association’s website uses persistent cookies within visiting browsers to enable the functions of the website and for tracking performance. Specifically, cookies are used the following ways:

Preserving and expiring visitor sessions on the site (e.g. preserving data between steps of a process; and ending the session after a period of inactivity)
Storing font size preferences on the site

Enabling web analytic tools (such as Google Analytics – see below)

Cookies are used anonymously and without storing personal information. Visitors that wish to opt-out of cookies should review the help documentation for their browser software to decline or selectively decline cookies. Note that declining cookies may adversely impact site performance.

Google Analytics

The Association uses?Google Analytics?to track performance. Google Analytics uses?persistent cookies?to track visitor sessions, visitors across multiple sessions, and referral sources to our sites. In compliance with the?Google Analytics Terms of Service, at no time is personal information passed to Google Analytics. Note that Google Analytics stores its data within the United States of America and is subject to US laws. ?We use this data to understand site performance to serve you better. ?Those wishing to opt out of Google Analytics data collection should use the?Google Analytics Opt-out Browser Add-on.

Security Safeguards

Personal information gathered by the Association shall be kept in confidence. Association staff are authorized to access personal information based only on their need to deal with the information for the reason(s) for which it was obtained.

Appropriate physical and electronic measures are used to ensure personal information is secure. Access to member and volunteer records is limited to those who require such information to fulfill their job responsibilities.

For more information

Further information on privacy and your rights in regard to your personal information may be found on the website of the Privacy Commissioner of Canada at?www.priv.gc.ca.

Financial Planning for Incorporated NDs and Business Owners

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