business management for charitable entities; business management advice for charitable entities; business consultation for charitable entities; Developing and managing the charitable giving programs of others; Business consulting services in the field of social impact and ESG

Philanthropy consultation relating to charitable fundraising; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Trustee services; donor-advised fund management; charitable trust administration; providing financial information and analysis in the field of philanthropy and charitable giving; providing online financial information and analysis tools for philanthropic entities.

Educational services, namely, conducting workshops, webinars, and courses in the fields of philanthropy, wealth stewardship, and social impact; Providing online publications, articles, and non-downloadable content in the field of philanthropy and charitable giving; Education services, namely providing Data analysis and benchmarking for philanthropic or social-impact organizations