Donor-advised investment of funds for charitable purposes; Charitable fund management, namely, accepting and administering monetary charitable contributions; raising and distributing charitable funds; Managing donor-advised funds for charitable purposes; managing endowment funds for charitable purposes; providing administrative services for private foundations in connection with philanthropic contributions for charitable purposes; Investment consulting in the field of donor-advised funds and ...

Investment Advisory services, wealth management services, retirement management services, namely, financial planning for retirement, financial services, namely, financial advisory and consultancy services, brokerage services in the field of securities and commodities investing; investment advice; investment management and consultation comprised of money manager selection services; financial investment services, namely, investment account performance monitoring