Course and Coaching

Refund & Rescheduling Policies

Course Refund Policy: Our course fees have a no questions asked 30-day refund policy prorated for the portion of the material you have completed at the time you request a refund. We ask that you share with us why you are asking for a refund for our purposes of improving our services and course content. Our mission is to serve, teach, and advance philanthropy with an emphasis on donor education. We welcome your sincere and constructive comments on ways we may improve our services.   

Coaching Refund Policy: It is important that you receive the full benefit of our coaching. We are here to help you reach your fullest potential. Your commitment of time & pre-session preparation is required for your success. It is to YOUR benefit to decide BEFORE purchasing coaching that coaching is your right solution. It is important that you address any concerns and ask questions during our complimentary exploratory conversation. We invest our energy & professional time in preparation for your coaching services; Therefore, coaching services are not refundable.

Please note that our coaching is designed to give you accurate and authoritative information with regard to the subject matter. We are not licensed or authorized to render legal, income tax, specific investment and specific insurance policy advice. Since your situation is fact-dependent, you must engage appropriate licensed service providers. 

Complimentary Group Coaching Services: Upon enrollment in a course, you may register for complimentary group coaching sessions typically offered about once or twice a month - a bonus value of over $397 per session. It is the enrollee’s responsibility to register for each session that they would like to attend. Regardless of their course completion progress, access to our complimentary group coaching sessions expire 60 days from the original course registration and purchase date. Upon course refund at any time, access to this additional benefit of complimentary group coaching is cancelled immediately.

Coaching Appointments Rescheduling Policy: We understand that life happens, and you may have an isolated situation where you need to reschedule a coaching session. If you reschedule by providing two business days written notice in advance of your session and making up the session within two weeks of the originally scheduled date, there is no additional charge. However, fees for sessions not cancelled two business days advance will forfeit your payment as cancellation fees due to the fact our coaches have invested their professional time in advance of your session to be prepared to provide you an incredible coaching session.