| Goods and Services | Accepting and administering monetary charitable contributions; Charitable fundraising services by means of providing individuals with the information and opportunity to make monetary donations to their favorite charity; Estate planning; Estate trust management; Estate trust planning; Fiduciary services, namely, fiduciary representative services; Financial administration of scholarship programs; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial consulting; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial due diligence; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial management via the Internet; Financial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Financial trust administration; Financial trust planning; Financial analysis and consultation; Financial planning consultation; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial risk management consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and financial research services relating to finance and investments; On-line charitable fundraising; Philanthropy consultation relating to charitable fundraising; Providing financial information and financial advice via a website; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Trust services, namely, investment and trust company services; Trustee services |
