TAX-ADVANTAGED INCOME FOR LIFE | LEGACY OF CHARITABLE GIVING

Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Charitable fund investment, advisory and fundraising services; Providing charitable accounts for philanthropic purposes; Financial services, namely, pooled income fund program whereby donors contribute to a public charity and receive income payments; Providing financial information related to charitable services via the Internet