SOCIALLY-CONSCIOUS INVESTMENT ADVISORY SERVICES, NAMELY, PROVIDING SERVICES TO FINANCIAL ADVISORS, NAMELY, ASSISTING FINANCIAL ADVISORS IN ADVISING THEIR CLIENTS WITH CHARITABLE CONTRIBUTION DECISIONS REGARDING CONTRIBUTION RECIPIENTS IN CLIENT-SPECIFIED CATEGORIES, BY PROVIDING FOR EACH CATEGORY A CHOICE OF SEVERAL RECIPIENT CHARITABLE PROJECTS OR CHARITABLE INITIATIVES WHICH APPLICANT HAS IDENTIFIED, SCREENED, ANALYZED AND CATEGORIZED BASED ON STATED FINANCIAL PERFORMANCE AND PROGRAM CRITERIA MUTUALLY AGREED UPON BY FINANCIAL ADVISORS AND CHARITABLE ORGANIZATIONS, AND MONITORING AND PREPARING PROGRESS FINANCIAL REPORTS ON THESE PROJECTS AND INITIATIVES
Dead/Abandoned
on 19 Oct 2006
PARTNERSFORCHANGE
The Headwaters Group Philanthropic Services, LLC
78574125 · 24 Feb 2005
036
Class 036
Insurance & Financial Services
SOCIALLY-CONSCIOUS INVESTMENT ADVISORY SERVICES, NAMELY, PROVIDING SERVICES TO FINANCIAL ADVISORS, NAMELY, ASSISTING FINANCIAL ADVISORS IN ADVISING THEIR CLIENTS WITH CHARITABLE CONTRIBUTION DECISIONS REGARDING CONTRIBUTION RECIPIENTS IN CLIENT-SPECIFIED CATEGORIES, BY PROVIDING FOR EACH CATEGORY A CHOICE OF SEVERAL RECIPIENT CHARITABLE PROJECTS OR CHARITABLE INITIATIVES WHICH APPLICANT HAS IDENTIFIED, SCREENED, ANALYZED AND CATEGORIZED BASED ON STATED FINANCIAL PERFORMANCE AND PROGRAM CRITERIA MUTUALLY AGREED UPON BY FINANCIAL ADVISORS AND CHARITABLE ORGANIZATIONS, AND MONITORING AND PREPARING PROGRESS FINANCIAL REPORTS ON THESE PROJECTS AND INITIATIVES