35
Administration of employee benefit plans concerning
charitable donations; developing and managing the charitable
giving programs of others; matching individuals with
like-minded charitable organizations for purposes of making
donations; promoting charitable giving that reflects the
core values of the donor by providing a method to identify
the donor's core values and to select charities that foster
those values; promoting the charitable services of others,
namely, providing individuals with information about various
charities and nonprofits for the purpose of making
charitable donations; marketing services, namely,
promotional services in the field of planned-giving for
non-profit and charitable organizations
36
Management of charitable giving portfolios; distribution and
allocation of charitable funds and donations; financial
consulting services in the field of planned giving for
non-profit and charitable organizations; fundraising
services; financial management of donations; financial
consultancy in the field of charitable giving; investment of
funds for charitable purposes; philanthropy consultation
relating to charitable fundraising; financial planning
services, namely, developing and managing charitable giving
programs; philanthropy consultation relating to charitable
fundraising
42
Software as a service (SaaS) services featuring software for
providing employers with the ability to provide employees
with charitable giving options; software as a service (SaaS)
services featuring software for management, engagement, and
communications with donors; software-as-a-service (Saas)
services featuring software for use in managing and
facilitating charitable giving and procurement of charitable
donations; software-as-a-service (Saas) services featuring
software for use in managing environmental, social and
governance (ESG) investing; software-as-a-service (Saas)
services featuring software for transferring funds to and
from others; software as a service (SaaS) services featuring
software for matching donors with charitable causes,
foundations and charities; software as a service (SaaS)
services featuring software for providing donors with the
ability to access, administer and manage their charitable
accounts, charitable giving, donation documentation, and
communications with donor-fund recipients
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