Providing informational and business consultation services to assist companies in adopting employee ownership programs that promote broad-based ownership, in building an employee ownership culture, and assisting companies in structuring and implementing employee ownership programs; administering employee engagement surveys; charitable services relating to publicizing the benefits of employee ownership programs, and advocacy services in the nature of promoting government incentives for broad-based employee ownership programs

Charitable fundraising relating to the implementation, evaluation, research, and promotion of employee ownership programs that promote broad-based ownership and a strong ownership culture; offering free or low-cost financial advising and planning and financial services to lower-wage workers and workers of color

Academic research related to employee ownership of businesses, namely, research on the benefits of broad-based employee ownership programs and the effectiveness of the programs the partner companies have adopted; education services, namely, conducting training and informational sessions, providing educational materials in the field of broad-based employee ownership programs, and providing financial literacy training; creating and publishing written, audio, and visual content to educate the public on the benefits of broad-based employee ownership