SOCIALLY-CONSCIOUS FINANCIAL ADVISORY SERVICES, NAMELY, PROVIDING INFORMATION AND SERVICES TO PHILANTHROPIC INDIVIDUALS AND ORGANIZATIONS, NAMELY, ASSISTING PHILANTHROPISTS WITH MAKING AND EXECUTING DECISIONS REGARDING THE APPLICATION OF THEIR FINANCIAL RESOURCES IN AN OPTIMALLY EFFECTIVE MANNER TO BENEFIT THE COMMUNITY AND ACHIEVE PHILANATRHOPIC OBJECTIVES. SOCIALLY-CONSCIOUS FINANCIAL SUB-ADVISORY SERVICES, NAMELY, USING SPECIFIED CRITERIA TO CHOOSE SOCIAL INVESTMENT INITIATIVES FOR INCLUSION IN A PORTOFOLIO 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 PHILANATRHOPIC OBJECTIVES

EDUCATIONAL SERVICES, NAMELY, TEACHING PHILANTHROPY, NAMELY, TEACHING PHILANTHROPIC PRINCIPLES, STRATEGIES, METHODS, PLANNING AND IMPLEMENTATION, AND PREPARING AND DELIVERING TEACHING MATERIALS IN CONNECTION THEREWITH. EDUCATIONAL SERVICES, NAMELY, CONDUCTING CLASSES, PROGRAMS, WORKSHOPS, CONFERENCES AND SEMINARS TO TEACH PHILANTHROPY. RESEARCH SERVICES, NAMELY RESEARCH, ANALYSIS AND ASSESSMENT OF THE OPERATIONS AND PERFORMANCE OF PHILANTHOPIC PROGRAMS AND THE ORGANIZATIONS AND PROJECTS FUNDED BY PHILANTHROPY, AND THE PREPARATION OF REPORTS, REVIEWS AND CASE STUDIES BASED ON THE RESULTS OF THIS RESEARCH, ANALYSIS AND ASSESSMENT. RESEARCH SERVICES, NAMELY RESEARCH, ANALYSIS AND ASSESSMENT OF THE SOCIAL AND COMMUNITY IMPACT OF SPECIFIC BUSINESS ACTIVITIES AND PRACTICES, AND THE PREPARATION OF REPORTS, REVIEWS AND CASE STUDIES BASED ON THE RESULTS OF THIS RESEARCH, ANALYSIS AND ASSESSMENT