Estate planning; Financial planning; Financial planning consultation; Investment advice; Investment consultation; Investment of funds for charitable purposes; Philanthropy consultation relating to charitable fundraising; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing on-line information in the field of charitable monetary giving through financial and estate planning