Last Updated: March 20, 2025
Terms of Service
Welcome to Common Good. These Terms of Use govern your access to and use of the Common Good Advisory Services, LLC website and its publicly available features.
Introduction
Common Good Advisory Services, LLC (“Common Good,” “Company,” “we,” “us,” or “our”) provides information about investment advisory services, nonprofit financial management, charitable giving, and related educational resources.
Our website may also feature nonprofit organizations, community members, professional profiles, and opportunities to connect with participating organizations.
By accessing or using this website, you agree to these Terms of Use. If you do not agree, please discontinue use of the website.
These Terms apply to use of the public website and do not replace any separate investment advisory agreement, client disclosure document, custodian agreement, or other written agreement.
Eligibility
You must comply with applicable laws when accessing or using our website.
Individuals submitting financial service inquiries or donation information must be at least 18 years old or otherwise legally authorized to act.
Anyone submitting information on behalf of an organization represents that they have appropriate authority to do so.
Use of Our Website
The website is intended to provide general information about Common Good, participating nonprofit organizations, charitable giving opportunities, and financial stewardship.
You agree not to:
Use the website for unlawful, fraudulent, or deceptive purposes.
Submit inaccurate, misleading, or unauthorized information.
Impersonate another person or organization.
Attempt to access restricted systems or confidential information.
Introduce malicious software or interfere with website operations.
Copy, distribute, or commercially exploit protected website content without authorization.
We may restrict access or remove submitted materials where reasonably necessary to protect users, organizations, or the website.
Investment Advisory Information
Information provided on this website is for general educational and informational purposes only.
Nothing on the website constitutes an offer or solicitation to provide investment advisory services in a jurisdiction where Common Good or its representatives are not appropriately registered, licensed, notice-filed, or exempt from applicable requirements.
Website information should not be interpreted as individualized investment, accounting, legal, or tax advice.
An investment advisory relationship is established only upon acceptance of the client and execution of an appropriate written advisory agreement.
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results.
Nonprofit Directory & Community
Common Good may publish information concerning nonprofit organizations, community leaders, advisory board members, and other participating individuals.
Information may be supplied by participating organizations or obtained from publicly available sources.
Although we seek to maintain accurate information, we do not guarantee that all organization descriptions, financial information, charitable statuses, leadership profiles, or external links are complete, accurate, or current.
The inclusion of a nonprofit organization or individual does not necessarily establish an investment advisory relationship, partnership, sponsorship, or endorsement of Common Good.
Unless expressly identified otherwise, participating organizations operate independently from Common Good.
Organizations or individuals requesting changes to published information may contact us for review.
Charitable Donations and Securities Transfers
Common Good may provide information and administrative coordination to assist donors who wish to contribute securities to participating nonprofit organizations.
Unless expressly stated in a separate agreement, Common Good is not the charitable recipient of donations made through links or instructions provided on this website.
Where stock-donation inquiry features are available, submitting an inquiry does not complete a donation or authorize the transfer of securities.
A donation of securities generally requires the donor to instruct an appropriate financial institution to transfer the assets to an account owned by the intended nonprofit recipient.
Actual receipt is subject to the recipient organization's procedures, applicable financial institution requirements, and relevant legal restrictions.
Common Good does not guarantee acceptance, processing time, transaction value, charitable deductibility, or the tax treatment of a donation.
Donors should consult qualified tax and legal professionals regarding their circumstances.
Any charitable acknowledgment or tax receipt is the responsibility of the charitable recipient or its authorized representative.
Disclaimers and Limitation of Liability
We strive to provide accurate and useful information but cannot guarantee that all website content will be free of errors, omissions, interruptions, or inaccuracies.
The website is provided on an "as available" basis, subject to applicable law.
To the extent permitted by law, Common Good disclaims liability for losses arising from unauthorized website use, service interruptions, inaccurate third-party information, or reliance on general educational materials as individualized professional advice.
Nothing in these Terms limits or waives any fiduciary duty, statutory right, or liability that cannot lawfully be limited or waived under applicable securities or other laws.liability shall not exceed the amount paid by you (if any) within the past 12 months.
Contact Information
If you have any questions regarding these Terms, please contact us:
Common Good Advisory Services, LLC
ryan@CGAdvice.com