36 Charitable and philanthropic management services, namely, administration of charitable funds; asset stewardship; endowment services, namely, financial endowment of charitable funds and perpetual oversight of the distribution of grants to meet donor intent; financial consulting and planning services, namely, to ascertain the charitable intent and goals of donors and to identify appropriate gift funds, namely, donor advised funds, designated funds, scholarship funds, field of interest funds, and supporting foundation; charitable financial planning, advisory and management services, namely, managing and overseeing the gifting of cash, stocks, bonds, mutual funds, real estate, business interests, bequests, retirement or qualified plan assets, charitable gift annuities and trusts; charitable fundraising services, namely, providing a website where donors can search for and make monetary donations to support local community programs and providing a website for donors, family members and professional advisors to review and process fund transaction
Trademark: 85806979
