PHILANTHROPY SOURCE

Business administration, business operation and office functions for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services in the field of management of private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services regarding strategies for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; tax preparation and financial reporting for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business administration services, namely, regulatory reporting services for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services in the field of grantmaking, namely, services to assist private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs in making and overseeing grants to charitable organizations; grants management services for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services in the field of board management and governance for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business administration services, namely, grant distribution and distribution management services for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Philanthropy consultation relating to taxation planning; Business consulting services in the field of corporate responsibility

Providing information concerning public charities to facilitate grant making by private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Philanthropy consultation relating to charitable fundraising; Financial administration of scholarship programs

Education services, namely, providing non-downloadable webinars in the field of philanthropy and corporate responsibility; providing podcasts in the field of philanthropy and corporate responsibility

Software as a service (SAAS) services featuring software for enabling philanthropists to track the impact of their donations, collect progress reports from grantees, and monitor performance metrics; Software as a service (SAAS) services featuring software for managing grants that enables users from private foundations, donor-advised funds, charitable trusts, and corporate responsibility programs to accept, organize, review, track, and reply to charitable requests

Providing an online searchable database for use by private foundations and donor-advised funds before funding grants in order to determine if an organization has public charity tax status; Regulatory compliance monitoring services, namely, monitoring compliance with regulatory, tax, contract, grant, charitable and reporting requirements for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs