FUNDING matters Suite — Terms of Service

Draft — not reviewed by counsel and not published. Extracted from the page source on 2026-09-19; the page is the original. Supporting detail — what is held, where, and for how long — is in fmi-admin, docs/data-inventory.md.

These terms govern use of FUNDING matters Suite: iShare Virtual Tour, GIFTABULATOR® and the administration console at admin.fundingmatters.com. They are between FUNDING matters® Inc. (“we”, “us”) and the organization that has agreed to use the Suite (“you”, the “client”), together with anyone you authorize to use it.

Where you have signed a written agreement with us and it says something different, that agreement wins. How we handle personal information is set out in the Suite privacy notice, and how we handle personal information on your behalf is set out in the data processing agreement.

Accounts

There is no self-service sign-up. We create accounts for the people a client names, and access to each product is granted per person. Signing in uses a one-time code sent to an email address rather than a password.

An account belongs to a person, not to a role, and must not be shared. Tell us promptly when someone leaves so that their access can be withdrawn; until then, what is done with their account is treated as done by you.

Your content stays yours

Everything you put into the Suite — tours, images, organization records, contacts — remains yours. You give us only the permission needed to run the service for you: to store it, process it, back it up and show it to the people you have authorized, including visitors to a tour you publish.

You are responsible for having the right to use what you upload, including photographs of people and of places, and for any personal information you put into the Suite about somebody else.

GIFTABULATOR® produces estimates, not advice

The calculator models what a gift might cost a donor after tax, using the rules and rates configured in it. It is an illustration. It is not tax, legal, financial or accounting advice, it does not account for an individual’s circumstances, and rates and rules change. Anyone relying on a figure from it for a real decision should have it confirmed by their own professional adviser. We do not warrant that any figure it produces is accurate for a particular person.

The AI guide

A tour may offer an AI guide that answers questions about the place being shown. Its answers are generated, and generated answers can be wrong even when they read confidently. It is there to help someone find their way around a tour, not to make representations on your behalf. What a visitor types is sent to a provider outside Canada; the privacy notice says where and why.

Acceptable use

Do not use the Suite to break the law, to store information you are not entitled to hold, to attempt to reach another client’s data, to probe or interfere with the service, or to send unsolicited email through it. Do not upload anything designed to damage a system or a person.

Availability and support

We will use commercially reasonable efforts to keep the Suite available, and we will give reasonable notice of planned work that will interrupt it. We do not commit to an uptime figure on this page; where a commitment exists it is in your written agreement with us. The same is true of support response times.

Changes to the Suite

The Suite changes as it is developed. We will not remove a feature you depend on without telling you first. Where a change affects where your data is stored or who processes it, we will tell you in advance, as the privacy notice describes.

Ending it

Either of us may end the arrangement on the terms of the written agreement between us. We may suspend access immediately, and tell you why, if continuing would break the law, endanger other clients, or if an account is being used to attack the service.

When the arrangement ends, you may ask for a copy of your content and we will provide it in a usable format. After that we delete it on the schedule in the data processing agreement, except where the law requires us to keep something. Our own record of who changed access, and when, is kept: it exists so that a charity can always answer that question about its own account.

Liability

Nothing here limits liability for anything that cannot be limited by law. Subject to that, and except where your written agreement says otherwise, neither of us is liable to the other for indirect or consequential loss, or for lost revenue or lost data that could have been avoided by the other’s own reasonable backups; and our total liability is limited to the fees paid for the Suite in the twelve months before the claim.

Governing law

These terms are governed by the laws of the Province of Ontario and the laws of Canada that apply there, and the courts of Ontario have jurisdiction.

Contact

FUNDING matters® Inc., 333 Dundas Street East, Toronto, Ontario M5A 2A2, Canada. info@fundingmatters.com.