PARTNERS FOR CHANGE

Owners

Goods & 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