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Roster Terms of Service

Last Updated: November 2026

These Terms of Service ("Terms") are entered into by and between Ivy Group LLC, dba Roster ("Roster," "we," "us," or "our"), a California LLC, and the organization using the Roster platform ("Organization," "you").

1. Overview

Roster is a software platform that helps organizations manage memberships, contacts, events, volunteers, donations, and community engagement.

By using Roster, you agree to these Terms of Service.

2. Services Provided

Roster provides tools that may include:

  • Contact and membership management
  • Event creation and RSVP tracking
  • Volunteer coordination
  • Donation and membership tracking
  • Reporting and analytics
  • Integrations with third-party services such as PayPal and Stripe

Roster may add, modify, or discontinue features over time.

3. Organization Accounts

Organizations are responsible for:

  • Maintaining accurate account information
  • Protecting account credentials
  • Ensuring that users accessing the account are authorized to do so

Organizations are responsible for all activity occurring under their account.

4. Acceptable Use

Organizations may use Roster only for lawful purposes and in compliance with these Terms and with the acceptable use policies of any connected payment provider.

Without limiting the foregoing, Organizations may not use Roster in connection with any of the following businesses or activities:

  1. adult content or services;
  2. firearms, ammunition, or other weapons;
  3. controlled substances or illicit drugs;
  4. unregulated pharmacies or the sale of prescription drugs without required authorization;
  5. multi-level marketing;
  6. unregistered securities or other unregistered investment offerings;
  7. gambling without required licenses; or
  8. counterfeit goods or goods that infringe the intellectual property rights of others.

For any Organization using PayPal through Roster, PayPal's Acceptable Use Policy is incorporated into these Terms by reference and applies to that Organization's use of PayPal through Roster. Roster may suspend or terminate an Organization's account for violation of this section.

5. Payments and Payment Processing

Roster is not a bank, money transmitter, or payment processor.

Payments made through Roster are processed by third-party payment providers, including PayPal and Stripe.

When an organization connects a PayPal or Stripe account:

  • Payments are processed directly by that organization's payment account.
  • Funds are deposited directly to the organization.
  • Roster does not take possession of, hold, or control customer funds.

Organizations are responsible for complying with the terms and policies of any connected payment provider.

6. Donations and Nonprofit Status

An Organization that solicits donations through Roster represents that it is validly organized and either (a) holds current tax-exempt status under Section 501(c) of the U.S. Internal Revenue Code — including, without limitation, 501(c)(3) charitable organizations and 501(c)(4) social welfare organizations — or equivalent charitable or nonprofit status outside the United States, or (b) is otherwise lawfully organized and authorized under applicable law to solicit and receive the donations it collects through Roster, including as a nonprofit corporation, unincorporated association, neighborhood or community organization, or similar entity not required to hold 501(c) status.

The Organization will provide proof of its tax-exempt status or other lawful authorization to Roster or to a connected payment provider upon request. Roster may suspend donation processing for an Organization that cannot provide such proof.

7. Verification of Organizations

Roster may at any time request identity, business, and beneficial-ownership information and documents from an Organization, including formation documents, tax-exemption determination letters, and identification for authorized representatives and beneficial owners. The Organization will provide requested information promptly. Roster may suspend an Organization's account, including its payment processing, until requested documents are provided and verified. This right is in addition to Roster's suspension and termination rights elsewhere in these Terms.

8. Sharing Information with Payment Providers

By connecting a payment provider, the Organization agrees that Roster may share with that provider: transaction details and line items; shipping or delivery addresses, where applicable; refund and dispute data; and, where needed, the Organization's business identity and ownership information. This sharing is for the connected provider's compliance, risk, and fraud checks on the Organization.

9. Dispute Cooperation

Organizations will cooperate with Roster and with any connected payment provider in connection with chargebacks, disputes, and claims, including by providing relevant evidence and records promptly and within any deadlines set by the provider. Because payments are processed directly by the Organization's payment account and Roster does not hold customer funds, the Organization remains responsible for chargebacks, refunds, and disputes relating to its own transactions.

10. Organization Consumer Protection Obligations

Each Organization that charges members, donors, or attendees through Roster must:

  1. publish a clear refund and cancellation policy, including, for donations, whether donations are refundable;
  2. disclose how and when members, donors, or attendees will receive what they paid for, including membership benefits, event access or tickets, and donation acknowledgments;
  3. publish support contact information that members, donors, and attendees can use to reach the Organization; and
  4. disclose upfront, before payment, any billing period longer than 30 days, including subscription renewal terms.

11. Platform Fees

Roster is currently offered as part of a beta program and does not charge organizations platform fees.

Roster may introduce subscription fees or other pricing in the future. Any future fees will be disclosed in advance.

Unless otherwise disclosed, any Roster platform fees are separate from payment processing fees charged by PayPal, Stripe, or other providers.

12. Contact Data

Organizations may upload contact information, membership records, payment records, and other data to Roster.

Organizations represent that they have the right to upload and manage such information.

Roster may process uploaded data in order to:

  • Create contact records
  • Track memberships
  • Associate payments with contacts
  • Generate reports and analytics
  • Provide platform functionality

13. Third-Party Services

Roster integrates with third-party services including payment processors, email providers, and calendar systems.

Roster is not responsible for the availability, performance, or policies of third-party services.

Use of those services is governed by their respective terms and policies.

14. Availability

Roster strives to provide reliable service but does not guarantee uninterrupted availability.

Features may change as the platform evolves.

15. Limitation of Liability

To the fullest extent permitted by law, Roster shall not be liable for indirect, incidental, special, consequential, or punitive damages arising from use of the platform.

Roster's total liability shall not exceed the amount paid by the organization to Roster during the twelve months preceding the claim.

16. Termination

Organizations may stop using Roster at any time.

Roster may suspend or terminate access in cases of abuse, fraud, violation of these Terms, or actions that threaten the security or integrity of the platform.

17. Governing Law and Dispute Resolution

These Terms are governed by the laws of the State of California, without regard to its conflict-of-laws principles. Before filing a claim, the parties will attempt to resolve any dispute informally by written notice for a period of 30 days. Any dispute that is not resolved informally will be brought exclusively in the state or federal courts located in San Francisco, California, and the parties consent to the personal jurisdiction of those courts.

18. Changes to These Terms

Roster may update these Terms from time to time.

Continued use of the platform after changes are published constitutes acceptance of the updated Terms.

19. Contact

Questions regarding these Terms may be directed to Ivy Group LLC, dba Roster, at info@rosterhq.ai.