Max Terms of Service

These Max Terms of Service (“Agreement”) are entered into by Planned Giving Interactive, Inc. (“PGI”) and the person or entity agreeing to these terms (“You” or “Your”). This Agreement governs your use of PGI’s artificial intelligence tool, “Max” (“Max”). BY CLICKING THE “AGREE AND CONTINUE” BUTTON, COMPLETING THE REGISTRATION PROCESS, OR USING MAX, YOU AGREE THAT YOU: (1) HAVE READ AND UNDERSTAND THIS AGREEMENT, (2) HAVE THE CAPACITY AND AUTHORITY TO ENTER INTO IT, (3) ARE BOUND BY ALL OF ITS TERMS AND CONDITIONS.

  1. About Max

Max is provided as a ,beta version artificial intelligence tool designed to assist you in navigating the complexities of planned giving options. Max is available for testing purposes only and may be discontinued at any time by PGI. Information provided by Max is for general guidance and should not be construed as legal, tax, or investment advice. You should consult with a professional advisor before making any decisions based on information provided by Max. Max is not a financial planner, lawyer, or tax advisor.

  1. Use of Max

Subject to the terms of this Agreement, PGI grants you a revocable, non-transferable, non-exclusive right to use Max solely for your personal, non-commercial use. Max may not be used for any third-party benefit, including but not limited to advising clients on planned giving unless explicitly authorized by PGI.

  1. Warranty Disclaimer

Max and all related services are provided “as is” without warranty of any kind, either express or implied. PGI disclaims all warranties, including but not limited to warranties of merchantability, fitness for a particular purpose, and non-infringement. PGI does not warrant that the functions contained in Max will meet your requirements or that the operation of Max will be uninterrupted or error-free.

  1. Limitation of Liability

In no event will PGI be liable for any indirect, special, incidental, or consequential damages arising out of the use or inability to use Max, even if PGI has been advised of the possibility of such damages. PGI’s maximum liability under this Agreement shall not exceed $100.

  1. Intellectual Property

Max, including its underlying software, databases, and all related technology, is the proprietary information and valuable intellectual property of PGI and is protected by copyright and other intellectual property laws. You agree not to copy, modify, adapt, or otherwise use any part of Max without prior written permission from PGI.

  1. Data and Privacy

Max is built on the Custom GPT platform, which adheres to stringent security measures, including SOC 2 Type II compliance. This ensures that our security practices meet or exceed industry standards for data protection. Your data remains private and is not used to train the ChatGPT model; each bot instance operates as an isolated data silo, maintaining the confidentiality of your information. We implement continuous monitoring to promptly detect and address potential security incidents, safeguarding the integrity of your data. By using Max, you can trust that your sensitive information is protected with the highest levels of security and privacy. You can find more about their data privacy policies at https://customgpt.ai/security/.

  1. Termination

PGI may terminate this Agreement at any time without notice if you breach any terms of this Agreement or engage in any unauthorized use of Max.

  1. General

This Agreement constitutes the entire agreement between you and PGI regarding your use of Max. If any part of this Agreement is held invalid or unenforceable, that part will be construed to reflect the parties’ original intent, and the remaining portions will remain in full force and effect.

Contact Information

For questions or concerns about Max or this Agreement, please contact us at info@estategiftplanning.com.