Charitable fundraising services, by means of providing individuals with the information and opportunity to make monetary donations to their favorite charity; Consultancy of capital investment; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information provided by electronic means; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Investment consultancy; Investment of funds for others in the fields of real estate, private equity and publicly traded securities; Management of a capital investment fund; Philanthropic services concerning monetary donations; Philanthropy consultation relating to charitable fundraising; Providing financial information; Providing financial information via a web site