Policies
Annual Giving by Design™
Effective Date: October 15, 2026
At Annual Giving by Design™, we are committed to providing a professional, transparent, and secure experience for everyone who visits our website, purchases our educational resources, or engages with our services. The following policies explain how we process purchases, fulfill orders, protect customer information, and manage our website.
1. Shipping & Fulfillment Policy
Order Processing and Production
Annual Giving by Design™ partners with Lulu Direct, a print-on-demand fulfillment provider, to produce and ship our physical books. Each book is printed specifically for the customer after an order is placed, eliminating the need for excess inventory.
Book production generally takes approximately 3–5 business days before shipment. Production times may vary depending on order volume, printing schedules, holidays, and other circumstances beyond our control.
Shipping Rates and Delivery
Shipping and handling charges are calculated and displayed during checkout based on the quantity of books ordered. Customers are responsible for the shipping and handling charges associated with their purchases.
We currently offer standard tracked shipping within the United States. Delivery estimates vary based on the destination, carrier, and fulfillment schedule. Estimated delivery dates are not guaranteed and do not necessarily include the time required to print and prepare an order.
Order Tracking
When tracking information becomes available, customers will receive shipping information through the email address provided during checkout. Tracking updates may take additional time to appear in the carrier’s system.
Incorrect Shipping Information
Customers are responsible for providing accurate and complete shipping information. If an address needs to be corrected, please contact us immediately. Changes cannot be guaranteed once an order enters production or shipment.
Shipping Delays and Missing Orders
If your order is delayed beyond the estimated delivery timeframe or appears to be missing, please contact us at dakotadavis@annualgivingbydesign.com. We will review the order and coordinate with our fulfillment partner when necessary.
2. Returns & Refunds Policy
Print-on-Demand Purchases
Our books are manufactured individually through a print-on-demand process. Accordingly, we generally do not accept returns or exchanges for changes of mind, accidental purchases, or incorrect quantities selected by the customer, except where required by applicable law.
We encourage customers to carefully review their orders before completing checkout.
Damaged, Defective, or Incorrect Items
We are committed to ensuring that customers receive products that meet reasonable quality expectations. If your book arrives damaged, contains a manufacturing defect, or differs from the item ordered, please contact us within 14 days of delivery.
Please include your order number, a description of the issue, and clear photographs showing the damage or defect. We will review the concern and coordinate with Lulu Direct to determine the appropriate resolution, which may include a replacement or refund.
Order Cancellations
Because print-on-demand orders move into production shortly after submission, cancellations cannot be guaranteed. Customers requesting a cancellation should contact us immediately. Once production begins, an order may no longer be eligible for cancellation.
Refund Processing
Approved refunds will generally be issued to the original payment method. Processing times may vary depending on the payment provider and financial institution.
Nothing in this policy limits rights or remedies available to consumers under applicable law.
3. Privacy Policy
Information We Collect
Annual Giving by Design™ may collect personal information when visitors purchase products, subscribe to our newsletter, complete assessments, submit contact forms, or otherwise interact with our website.
This information may include names, email addresses, billing and shipping addresses, telephone numbers, purchase information, and information voluntarily submitted through website forms. Our website and service providers may also collect technical information, such as IP addresses, browser information, cookies, and website usage data.
How We Use Information
We use personal information to process and fulfill purchases, provide customer service, deliver requested communications, improve our website and educational offerings, maintain business records, and meet applicable legal obligations.
We may also use information to send newsletters, professional resources, announcements, and marketing communications when visitors have subscribed or otherwise provided the required consent.
Third-Party Service Providers
Our website uses third-party platforms to support business operations, including WooCommerce for e-commerce functionality, WooPayments for payment processing, Lulu Direct for printing and fulfillment, and MailerLite for newsletter management.
Information necessary to provide these services may be shared with the relevant provider. For example, shipping details are provided to our fulfillment partner so purchased books can be delivered.
Payment information is processed through our payment service provider. We do not intentionally collect or store complete payment card numbers in our own business records.
Email Communications
Newsletter subscribers may unsubscribe from marketing communications at any time using the unsubscribe link provided in our emails. Transactional communications related to purchases or customer service may still be sent when necessary.
Cookies and Website Analytics
Our website may use cookies and similar technologies to support shopping cart functionality, maintain website security, remember preferences, and understand website performance. Available cookie preferences and controls may depend on the technologies used on the website.
Information Security and Retention
We use reasonable administrative and technical measures intended to protect personal information. However, no electronic transmission or storage system can be guaranteed to be completely secure.
Personal information is retained only as reasonably necessary for business operations, legal compliance, dispute resolution, and other legitimate purposes.
Your Privacy Choices
Depending on applicable law, individuals may have rights to request access to, correction of, or deletion of certain personal information. Requests may be submitted using the contact information below. We will review and respond to requests in accordance with applicable legal requirements.
Children’s Privacy
Our website and professional educational resources are not directed toward children under 13. We do not knowingly solicit personal information from children under 13.
4. Terms & Conditions
Website Use
By accessing annualgivingbydesign.com, visitors agree to use the website lawfully and in a manner that does not interfere with its security, functionality, or availability to others.
Products and Educational Resources
Annual Giving by Design™ provides books, frameworks, educational materials, and professional development resources intended to support nonprofit fundraising strategy, organizational planning, and related professional practices.
These materials are provided for educational and informational purposes. Individual outcomes may vary based on organizational circumstances, implementation, available resources, and other factors.
Pricing and Payment
Product prices are displayed in U.S. dollars unless otherwise indicated. Applicable shipping charges and taxes will be presented during checkout.
We reserve the right to update product prices, descriptions, and availability. Price changes will not retroactively affect completed purchases except as required by law or agreed with the customer.
Intellectual Property
Unless otherwise stated, original written content, educational frameworks, graphics, branding, and other proprietary materials published by Annual Giving by Design™ are owned by or licensed to the business and are protected by applicable intellectual property laws.
Purchase of a book or educational resource does not transfer ownership of its intellectual property. Customers may use purchased materials for their personal learning and lawful internal professional purposes, subject to any additional license terms accompanying the materials.
Unauthorized reproduction, redistribution, resale of copied materials, or commercial exploitation of protected content is prohibited without prior written permission, except as permitted by law.
Professional Disclaimer
Our resources are designed to provide strategic guidance and educational support. They do not guarantee fundraising results, donor retention improvements, financial performance, or other specific organizational outcomes.
Nothing on this website constitutes legal, tax, accounting, or individualized financial advice.
Third-Party Services
Our website may contain links to third-party websites or use external service providers. Those providers may maintain their own terms, policies, and operating practices. We encourage visitors to review the applicable third-party policies when using their services.
Limitation of Liability
To the extent permitted by applicable law, Annual Giving by Design™ is not responsible for indirect or consequential losses arising from the use of its website or educational materials. Nothing in these terms excludes liability that cannot lawfully be excluded or limits applicable consumer rights.
Policy Updates
We may revise these policies periodically to reflect changes in our operations, products, technology, or legal obligations. Updated versions will be posted on this page with a revised effective date.
5. Contact Information
For questions regarding orders, shipping, refunds, privacy, or website policies, please contact:
Annual Giving by Design™
Email: dakotadavis@annualgivingbydesign.com
We appreciate your trust and your commitment to building more intentional, integrated, and sustainable fundraising strategies.