Terms of Use

PURPOSE OF OUR PRODUCTS. Legacy Giving Simplified provides educational resources, templates, guides, and other materials designed to help nonprofit organizations establish or strengthen their planned giving programs. Our materials are intended for informational and educational purposes only. NO LEGAL, TAX, OR FINANCIAL ADVICE. The information provided on this website and in our products does not constitute legal, tax, accounting, investment, or financial advice. Organizations should consult qualified legal, tax, and financial professionals before implementing any planned giving policies, accepting charitable gifts, or making decisions based on our materials. LICENSE TO USE. When you purchase a product from Legacy Giving Simplified, you receive a limited, non-exclusive, non-transferable license to use the materials within your organization. Unless otherwise stated: Materials may not be copied for resale. Materials may not be redistributed. Materials may not be shared with organizations that have not purchased a license. Materials may not be modified and sold as your own work. Ownership of all intellectual property remains with Legacy Giving Simplified. COPYRIGHT. All website content, documents, graphics, templates, branding, logos, text, and downloadable materials are protected by United States copyright and other intellectual property laws. Unauthorized reproduction or distribution is prohibited. PURCHASES. All prices are listed in U.S. dollars. We reserve the right to modify pricing, products, or product descriptions without notice. REFUND POLICY. Because our products are digital downloads, all sales are generally final. If you experience technical difficulties accessing your purchase, please contact us and we will make reasonable efforts to resolve the issue. LIMITATION OF LIABILITY. To the fullest extent permitted by law, Legacy Giving Simplified shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from the use of our website or products. Your use of our materials is at your own risk. ACCURACY OF INFORMATION. While we strive to provide accurate and current information, laws governing charitable giving, taxation, estate planning, and nonprofit administration may change. We do not guarantee that all information will remain current or applicable to every situation. THIRD-PARTY RESOURCES. Our website may contain links to third-party websites. We are not responsible for the content, privacy practices, or services provided by those websites. GOVERNING LAW. These Terms shall be governed by and interpreted under the laws of the State of Texas, without regard to conflict of law principles. CHANGES TO THESE TERMS. We may update these Terms of Use from time to time. Updated versions will be posted on this page with a revised effective date. CONTACT. Questions regarding these Terms may be submitted through the contact information provided on our website.