Refund Policy

Last Updated: December 10, 2025

Refunds for Gift Transactions

All monetary gift transfers made through The Forever Fund are final. Because these payments are personal gifts sent directly to recipients, we cannot reverse or refund completed transactions.

Refunds for Service Fees

Service fees charged by KlererTech LLC are non-refundable, except in cases of a verified technical error.

Technical Issues

If a payment fails, processes incorrectly, or duplicates, please contact us immediately so we can coordinate with our payment processor.

Contact for Refund Questions

Email: billing@klerertech.com

The Forever Fund
The Forever FundBy KlererTech LLC

Transforming celebrations into lasting financial foundations. A modern, meaningful alternative to traditional gifting.

(718) 351-1845+1 (917) 243-4880Careteam@foreverfundllc.com

Stay Updated

Get the latest updates and insights on meaningful gifting.

© 2026 The Forever Fund. All rights reserved.

Terms of ServicePrivacy PolicyRefund PolicyContact

The Forever Fund is a financial technology platform that provides a digital investment gift registry experience designed to facilitate contributions toward investment accounts. The Forever Fund is not a bank, broker-dealer, or investment adviser and does not provide investment, financial, legal, accounting, or tax advice. Contributions are deposited directly into the account holder's own brokerage account at Fidelity, Robinhood, or Charles Schwab. For those who elect optional advisor management, investment advisory services are provided by licensed financial professionals affiliated with our trusted Forever Fund Advisors. Any investment recommendations, portfolio allocations, financial planning services, or investment management are provided solely by these licensed professionals and not by The Forever Fund. Registration with the U.S. Securities and Exchange Commission ("SEC") does not imply a certain level of skill or training. Investing involves risks, including the possible loss of principal. Past performance does not guarantee future results. Individuals should carefully consider their financial situation, investment objectives, and risk tolerance before investing. The Forever Fund does not solicit, recommend, or endorse any specific securities, investment strategies, or financial products. All investment decisions are made by the account holder. The Forever Fund does not hold, custody, or control client funds or securities. Investment accounts and securities are maintained by the account holder's chosen broker-dealer (Fidelity, Robinhood, or Charles Schwab), which are members of FINRA/SIPC.