PLANNED GIVING FOUNDATION

Financial services, namely, [ cash management, ] distribution of charitable trust funds [, ] [ estate planning, estate ] [ * and * ] [trust management, fiduciary services and representation, financial analysis and consultation, financial management, financial planning, financial portfolio management, financial research, fund investment consultation, investment and trust company services, investment consultation, investment management, investment management of and distribution of variable annuities, investment of funds for others, and trust management; administration and consultation trust services, namely, investment and trust company services ]

Researching and identifying appropriate charitable organizations to assist clients in making charitable gifts