charitable services, namely, the solicitation, receipt and/or administration of monetary grants and gifts to charity; financial services, namely, presentation and review of tax-wise estate planning concepts, namely, marital trusts, charitable lead and remainder trusts, charitable annuities, supporting organizations, annual and life time gift exemptions; retirement planning, namely, allocation of deferred compensation to charity; financial consulting, namely, current giving guidance through use of donor advised funds and gifts of complex assets, namely, appreciated public stock, appreciated private stock, real estate, and appreciated personal property; financial consulting, namely, organizational assessments of non-profits on behalf of donors to evaluate prudence of investment intent; financial consulting, namely, charitable giving guidance into accountable non-profits which generate positive outcomes for those they serve; investment advisory services, namely, providing investment advice relating to use of donor investment funds in capacity building initiatives to strengthen non-profit organizations' ability to serve; financial information provided by electronic means; financial analysis and consultation