Effective Date: This document is effective as of the date of your purchase and acceptance of this agreement.

Summary: By purchasing and using the Financial Dashboard Package, you agree to these Terms of Service. This document outlines the contents of the package, our refund and support policies, and the legal framework governing the agreement.

1. Definitions

"Package" refers to the Financial Dashboard Package, which includes the Excel dashboard template, access to the video training library, and any purchased consulting hours.

"Client" or "You" refers to the individual or organization that purchases the Package.

"Consulting Hours" refers to the limited number of hours of technical assistance included with specific Package tiers.

"Internal Business Use" means use of the Package solely for the Client's internal operations and is not for resale, redistribution, or use by any third party outside the Client's organization.

2. Package Contents

The Financial Dashboard Package includes the following components:

A downloadable Excel dashboard template.

Access to a video training library.

A limited number of Consulting Hours, as defined by your selected plan.

3. Refund Policy

3.1 Excel Dashboard Template: All sales of the Excel dashboard template are final. No refunds will be provided for the template under any circumstances.

3.2 Consulting Hours: Unused Consulting Hours will expire 90 days from the date of purchase for the Enhanced Nonprofit Financial Dashboard Package and 120 days for the Executive Nonprofit Financial Dashboard Package . Refunds will only be considered under the following, strictly defined conditions:

Gross Incompetence: A refund may be considered only upon a demonstrated and undisputed failure by us to provide any meaningful professional assistance within the consultant’s area of claimed expertise. This is a high standard that must be proven by the Client, not merely asserted.

Zero Availability: A refund may be considered if we are unable to offer any scheduling options for a consulting session within a 30-day window from the time of a formal request by the Client.

4. User Requirements and Responsibilities

By purchasing the Package, you acknowledge and agree that:

The Package is designed for users who possess basic computer literacy and a working knowledge of Microsoft Excel.

You are responsible for ensuring your software environment is compatible with the provided materials, including having a valid license for Microsoft Excel.

Any required modification, customization, or troubleshooting beyond the initial delivery of the dashboard template is not included and will be billed at our current support or consulting rate.

5. Support

Support for technical issues related to the download or access to materials (e.g., video library access issues) is provided at no additional cost.

However, support for customizing or modifying the Excel dashboard is not included in the base Package and will be offered only as a paid service.

6. Intellectual Property & License

All content provided in the Package—including but not limited to the Excel dashboard template, video tutorials, and supporting documentation—remains the intellectual property of Nonprofit CFOs.

You are granted a non-transferable, non-exclusive license to use the materials for Internal Business Use only.

You may not resell, redistribute, reproduce, or modify and resell any portion of the Package without explicit written permission from Nonprofit CFOs.

Unauthorized use, reproduction, or distribution of the Package is strictly prohibited and may result in legal action, including but not limited to injunctive relief and monetary damages.

7. Client Responsibility for Data Storage

Upon purchase, you will receive access to the spreadsheet template and video files. It is your sole responsibility to download and securely store all materials. We do not guarantee perpetual access to the download links or the video library, and we are not responsible for lost or corrupted files on your system.

8. Limitation of Liability and Disclaimer

The Package is provided on an "as-is" basis without warranties of any kind, either express or implied.

The spreadsheet and consulting services are for informational and planning purposes only and do not constitute professional financial, legal, or accounting advice. It is your responsibility to consult with qualified professionals for specific advice.

To the maximum extent permitted by law, Nonprofit CFOs will not be liable for any indirect, incidental, consequential, or special damages arising from the use of this Package, including but not limited to loss of data, revenue, or business opportunities.

9. Dispute Resolution & Governing Law

Any dispute, claim, or controversy arising out of or relating to these Terms of Service or your use of the Package shall be resolved through binding arbitration in Austin, TX, in accordance with the rules of the American Arbitration Association. The decision of the arbitrator shall be final and binding.

This agreement shall be governed by and construed in accordance with the laws of the State of Texas.

10. Amendments

We reserve the right to update or modify these Terms of Service at any time without prior notice. Continued use of the Package after such changes constitutes your acceptance of the revised Terms of Service.

11. Contact Information

If you have any questions about these Terms of Service or the Package, please contact us at:

www.nonprofitcfos.com