Legal

By accessing or using Grantary ("the Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree, do not use the Service. These Terms are entered into between you (and, if applicable, the organization you represent) and Grantary LLC ("Grantary," "we," "us," or "our"). If you accept these Terms on behalf of an organization, you represent that you have the authority to bind that organization.

Grantary is a software platform that helps nonprofit organizations track and manage grant-related information, including funders, contacts, grants, deliverables, payments, and revenue recognition.

• You must provide accurate information when creating your login credentials, and keep it current.
• You are responsible for maintaining the confidentiality of your login credentials and for all activity that occurs under your account.
• Each subscribing organization ("Organization") may designate staff members with different permission levels (Admin, Standard, Read-Only). The Organization’s Admin(s) are responsible for managing who has access and for ensuring authorized users comply with these Terms.
• Accounts must be registered and maintained by real people. You may not create accounts through automated means.
• You must notify us promptly of any unauthorized use of your account.
• By creating an account, you agree to receive essential account and service emails needed to operate the Service, such as sign-in confirmations, billing notices, security alerts, and notices about your account status. These cannot be turned off while your account is active.
• We also send reminder emails (such as deadline reminders) to active accounts. You can turn these off in your Grantary user settings.
• We may also send occasional product or subscription emails, which come only from Grantary. You can opt out of these at any time using the unsubscribe link in the email; opting out does not stop essential service emails.

• Grantary includes a 30-day free trial that does not require a credit card. Because no payment method is collected for the trial, it does not automatically convert to a paid plan, and you are not charged when it ends. If you do not subscribe, your account becomes read-only at the end of the trial rather than being deleted, and you can subscribe at any time before your data is deleted (see "Termination").
• To start a paid subscription, an Organization Admin selects a plan and provides a payment method. You can do this during the trial or while your account is read-only. Billing begins when you subscribe, not before.
• Paid subscriptions are billed monthly or annually in advance at the price shown at signup or on our pricing page, and renew automatically until cancelled (see "Automatic Renewal and Cancellation").
• Fees are non-refundable except as required by law or as otherwise stated here. If you cancel partway through a billing period, you keep access until the end of that period; we do not provide prorated refunds for the unused portion.
• Prices are exclusive of taxes. You are responsible for any sales, use, or similar taxes associated with your subscription, except for taxes based on our net income. Where we are required to collect such taxes, we will add them to your invoice. If your Organization is tax-exempt, provide valid exemption documentation and we will not charge tax we are not required to collect.
• We may change pricing with at least 30 days’ notice, sent by email or shown in the Service. Continued use of the Service after a price change takes effect constitutes acceptance of the new price.
• As an exception to the preceding paragraph, organizations that create a Grantary account on or before February 28, 2027 pay a founding rate of $60 per month (or $600 per year) when their free trial converts to a paid subscription, and we will not increase that rate for as long as the subscription remains continuously active. If the subscription lapses, or is cancelled and later restarted, the rate in effect at that time applies.
• If payment fails and is not resolved, your subscription lapses and your account becomes read-only, then follows the deletion timeline in "Termination."

• Paid subscriptions renew automatically at the end of each billing term (monthly or annually), matching the plan you chose until you cancel. Your founding rate, if you qualify for it, carries through renewals as described above.
• Renewal payments are processed by Stripe, our payment processor, which charges the payment method on file at the start of each new term.
• You can view your subscription, update your payment method, change plans, or cancel at any time in the Billing area of your organization’s settings. Only Organization Admins can manage billing.
• When you cancel, your subscription does not renew again; it remains active until the end of the current term. See "Termination" for what happens to your data afterward.

• You retain ownership of all data you input into Grantary ("Customer Data"), including funder information, grant records, and any files you upload.
• We do not claim ownership of Customer Data and will not sell it.
• You grant us a limited, non-exclusive license to host, store, process, transmit, display, and back up Customer Data solely as needed to operate, secure, and support the Service. This license exists only for that purpose and ends when the data is deleted from the Service.
• You are responsible for the accuracy of the data you enter and for complying with any legal or contractual obligations related to that data (e.g., your own obligations to funders or donors).
• You represent that you have the right to provide the Customer Data you upload and that doing so does not violate any law or the rights of others.
• You are responsible for maintaining any copies of your data you require for your own recordkeeping outside of Grantary.

You agree not to:

• Use the Service for any unlawful purpose or in violation of any applicable law or regulation.
• Attempt to gain unauthorized access to another Organization’s data or to the Service’s underlying infrastructure.
• Upload malicious files, or files containing content you do not have the right to upload.
• Attempt to reverse-engineer, resell, white-label, or create derivative works from the Service without our written permission.
• Use automated means to scrape or harvest data from the Service, or otherwise use the Service in a way that could disrupt or overburden it.

We do not routinely monitor Customer Data, but we may remove content or suspend access if we become aware of content that is unlawful or that violates these Terms.

Grantary owns all rights in the Service, including its software, design, branding, and content, other than Customer Data. We grant you a limited, non-exclusive, non-transferable right to access and use the Service during your subscription, subject to these Terms. You may not copy, sell, resell, or exploit any part of the Service without our written permission. If you choose to share feedback or suggestions about the Service, we may use them without any obligation to you.

• We aim to keep the Service available and reliable but do not guarantee uninterrupted access. We may perform maintenance, and the Service may be temporarily unavailable as a result.
• We do not currently offer a service-level agreement (SLA).
• We are not liable for any loss caused by downtime, though we will make reasonable efforts to minimize it and to notify users of planned maintenance where practical.

• We take reasonable measures to back up data, but you acknowledge that no system is failure-proof. You are encouraged to maintain your own copies of critical records.

• You may cancel your subscription at any time; cancellation takes effect at the end of the current billing period (for annual plans, at the end of the current annual term). No refund or proration is provided for the remaining period.
• We can act on cancellation or account instructions only from the Organization’s Admin(s) or account owner, not from other parties.
• We may suspend or terminate access if these Terms are violated, if payment is not received, or if we discontinue the Service, with reasonable notice where possible.
• When your access ends — whether your trial expires, you cancel, or your subscription lapses — your account first becomes read-only rather than being deleted right away. During the read-only period you can still log in, view your records, export them to CSV, and subscribe (or resubscribe) to restore full access, up until deletion.
• How long we keep your data before permanent deletion depends on how access ended: 30 days if you cancel a paid subscription, and 12 months if your subscription ends for non-payment or your free trial ends without your subscribing.
• At the end of that period, we permanently delete all data associated with your account and organization — including funders, grants, deliverables, contacts, payments, revenue records, notes, staff and login records, and uploaded files. The only exceptions are a minimal do-not-contact record kept with our email provider to honor your unsubscribe and prevent further emails, and anything we are required to retain by law. You are responsible for exporting anything you want to keep before then.

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE ERROR-FREE OR UNINTERRUPTED.

Grantary is a tool to help track grant information. It is not a substitute for professional legal, financial, tax, or accounting advice, and we are not responsible for decisions made based on data entered into or reports generated by the Service.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, GRANTARY SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF DATA, REVENUE, OR PROFITS, ARISING FROM YOUR USE OF THE SERVICE. OUR TOTAL LIABILITY FOR ANY CLAIM RELATED TO THE SERVICE SHALL NOT EXCEED THE AMOUNT YOU PAID US IN THE 12 MONTHS PRECEDING THE CLAIM.

Some jurisdictions do not allow certain limitations of liability, so some of the above may not apply to you.

We may update these Terms or the Service from time to time. We will provide notice of material changes (e.g., via email or an in-app notice). Continued use after changes take effect constitutes acceptance.

• Assignment: You may not assign these Terms without our consent. We may assign these Terms in connection with a merger, acquisition, financing, or sale of our assets.
• Entire Agreement: These Terms, together with our Privacy Policy, are the entire agreement between you and Grantary regarding the Service and supersede any prior agreements on that subject.
• Severability: If any provision of these Terms is found unenforceable, the remaining provisions stay in effect.
• No Waiver: Our failure to enforce a provision is not a waiver of our right to enforce it later.

These Terms are governed by the laws of the State of California, without regard to conflict-of-law principles, unless otherwise required by applicable law. The state and federal courts located in California have exclusive jurisdiction over any dispute arising from these Terms, except where applicable law provides otherwise.

Questions about these Terms can be directed to: michael@grantary.app