PFC PHILANTHROPIC ADVISORS

Philanthropic consulting services, namely, advising and assisting philanthropic individuals and organizations in making and executing decisions regarding grant making and other applications of their financial resources in an optimally effective manner to benefit the community and achieve philanthropic objectives; socially-conscious financial sub-advisory services, namely, using specified criteria to choose social investment initiatives for inclusion in a portfolio recommended to financial advisors for use in assisting mass-affluent investors with making and executing decisions regarding the application of their financial resources in an optimally effective manner to benefit the community and achieve philanthropic objectives; financial research and information services, namely, research, analysis and assessment of the funding of philanthropic programs, organizations and projects and how funding has affected their operations and performance, and the preparation of reports, reviews and case studies based on the results of this research, analysis and assessment

Educational services, namely, teaching philanthropy, namely, training and coaching in the field of philanthropic strategies, planning, implementation and results analysis