Financial and investment services, namely, financial and investment consulting, advisory and management services provided to charitable, philanthropic, educational and other "not-for-profit" institutions, namely, creating and implementing financial products engineered to meet the working capital and other balance sheet needs of organizations by utilizing techniques such as securitizing, monetizing and providing alternative financing techniques related to the on and off balance sheet assets of the organization, including legacies, bequests, trusts and endowments, enhancing strategic financial planning efforts to better establish an organization's mission and providing financing for stability and/or growth through improved balance sheet management, addressing working capital and other balance sheet needs or opportunities by providing creative financial solutions, and providing objective advice and planning services to manage operations and advance an organization's mission