Financial and investment services, namely, financial planning, financial management, investment management, investment of funds and financial consulting in the field of charitable planned giving for nonprofit and charitable organizations; and charitable foundation services, namely, providing fund raising activities and providing funds investment services and perpetual financial support through charitable estate planning of perpetual funds and bequests and donor-advised funds, all for provider...

Financial and investment services, namely, financial planning, financial management, investment management, investment of funds and financial consulting in the field of charitable planned giving for nonprofit and charitable organizations; and charitable foundation services, namely, providing fund raising activities and providing funds investment services and perpetual financial support through charitable estate planning of perpetual funds and bequests and donor-advised funds, all for provider...