LEGAL + PRIVACY POLICIES

Last Updated: November 2025

Welcome to The Nonprofit Planner (“Company,” “we,” “our,” or “us”).

By accessing or using thenonprofitplanner.com, npptools.com, or any of our related content, templates, or products (“Site”), you agree to the following Terms, Privacy Policy, and Disclaimers. If you do not agree, please discontinue use of the Site.

1. Educational Use Only — No Professional Advice

All content on this Site—including articles, tools, templates, frameworks, downloads, assessments, graphics, and the 6+4 System—is provided for educational and informational purposes only.

Nothing on this Site constitutes:

  • legal advice

  • tax advice

  • financial advice

  • accounting advice

  • or professional consulting services

Using this Site does not create a client relationship with The Nonprofit Planner.

Please seek the advice of a qualified professional for decisions requiring legal, tax, or financial expertise.

2. No Guarantee of Outcomes

While we strive to provide high-quality tools and guidance, we make no guarantees regarding outcomes, results, or organizational performance.

You are solely responsible for how you choose to use the information and tools provided.

3. Intellectual Property

Unless otherwise stated, all Site content—including:

  • written content

  • templates and tools

  • downloadable PDFs

  • the 6+4 System for Nonprofit Management

  • graphics and visual elements

  • the structure and design of the planner and frameworks is the exclusive property of The Nonprofit Planner and protected by U.S. and international copyright law.

You may use downloadable tools for personal or internal organizational use.

You may not:

  • reproduce

  • distribute

  • alter

  • republish

  • sell

  • or commercially exploit

any content without prior written permission.

4. Acceptable Use

You agree not to:

  • misuse or interfere with the Site

  • attempt unauthorized access

  • use the Site for unlawful or fraudulent purposes

  • imply partnership or endorsement without written consent

  • mass-copy or distribute our content

5. Third-Party Sites & Platforms

The Site may link to third-party services such as:

  • Substack

  • LinkedIn

  • Instagram/Facebook

  • Google Analytics

  • Etsy

  • Canva

  • Amazon and Amazon KDP

These platforms maintain their own privacy policies. We do not control or assume liability for their actions.

6. Privacy Policy

Information We Collect

We may collect:

  • Name, email, and contact information

  • Information you provide when downloading tools or subscribing

  • Usage data, cookies, and analytics information

  • Device and browser details

  • Payment information (handled by secure third-party processors; we do not receive your credit card number)

How We Use Your Information

To:

  • send newsletters and updates

  • deliver tools and downloads

  • improve the Site

  • analyze engagement and traffic

  • provide customer support

  • comply with legal obligations

We do not sell your personal information.

Email Consent

If you subscribe, you agree to receive periodic emails.

You may unsubscribe at any time.

Cookies

We may use cookies and analytics to improve your experience.

You may disable cookies through your browser settings.

Data Security

We use commercially reasonable measures to protect your data. No system is 100% secure.

Children

The Site is not intended for individuals under 13.

7. Disclaimer of Warranties

All content is provided “as is” without warranties of any kind—express or implied—including accuracy, completeness, or fitness for a particular purpose.

8. Limitation of Liability

To the fullest extent permitted by law, The Nonprofit Planner is not liable for any direct, indirect, incidental, consequential, or special damages arising from:

  • use of the Site

  • reliance on any content

  • use or misuse of tools

  • errors, omissions, or interruptions

Your use of the Site is at your own risk.

9. Indemnification

You agree to indemnify and hold us harmless from any claims, liabilities, losses, or expenses (including attorneys’ fees) arising out of your use of the Site or violation of these Terms.

10. Updates to This Policy

We may revise this combined Legal + Privacy Policy at any time. Updated versions will be posted here, with the effective date noted above.

11. Contact

Questions? Email us at:

cathy@thenonprofitplanner.com