PROVIDING PHILANTHROPIC SERVICES TO INDIVIDUALS, FAMILIES, AND FOUNDATIONS CONCERNING MONETARY DONATIONS; CHARITABLE FUND RAISING SERVICES; 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; FINANCIAL ADMINISTRATION OF PRIVATE FOUNDATIONS IN CONNECTION WITH PHILANTHROPIC CONTRIBUTIONS FOR CHARITABLE PURPOSES; FINANCIAL CONSULTATION, NAMELY, INVESTMENT CONSULTING IN THE FIELD OF DONOR-ADVISED FUNDS AND PHILANTHROPIC CONTRIBUTIONS FOR CHARITABLE PURPOSES; PROVIDING INFORMATION IN THE FIELDS OF DONOR-ADVISED FUNDS FOR CHARITABLE PURPOSES, PHILANTHROPIC CONTRIBUTIONS FOR CHARITABLE PURPOSES, AND CHARITABLE FUND MANAGEMENT, NAMELY, ACCEPTING AND ADMINISTERING MONETARY CHARITABLE CONTRIBUTIONS; FINANCIAL ADMINISTRATION OF SCHOLARSHIP PROGRAMS
Insurance and Financial