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ELC Clients - Social Entrepreneurs & Non-Profits Individuals or groups who wish to build a non-profit business or charitable services organization, as well as those pursuing social entrepreneurship objectives, fit into this category. Most of these ventures will be generally eligible for ELC services. Well established non-profits with substantial endowments, as well as private foundations, will likely not be eligible for ELC services. Because of the emerging trend in social entrepreneurship for new ventures to demonstrate both low cost access strategies and profitable market strategies, ELC will consider providing services to founders who are not exclusively committed to forming a non-profit. In fact, ELC can help such founders think through the pros and cons of establishing non-profit vs. for profit organizations. Accepted clients will be assigned a team tailored to the needs of the proposed venture. In some cases this will be a full team consisting of different students and attorneys for review of: business planning, structure, and governance; intellectual property, particularly trademarks, trade secrets, copyright, and, if applicable, patents; employment law; business licensing; and tax planning and compliance. In other cases, a non-profit or social entrepreneurship venture will be assigned a team with a single student and supervising attorney. For example, a small co-op that needs to focus solely on governance and co-op organization law, or obtaining tax exempt status can benefit from the efficiencies of a single business and tax law trained student and supervising attorney team. The initial confidential legal and business audit report will assess the following areas, as applicable; additional legal services in these areas may also be offered upon mutual written agreement of the venture and ELC: * Business planning * Entity selection and registration * Differences between non-profit governance (including co-ops) and for profit governanc

"A research and education center based at Duke University's Fuqua School of Business, the Center for the Advancement of Social Entrepreneurship (CASE) promotes the entrepreneurial pursuit of social impact through the thoughtful adaptation of business expertise."

Bristlecone Advisors is an independent investment advisory firm and multi-family office providing objective, authentic, and comprehensive wealth management services to families and individuals. Founded in 1999, our business model has always been, and always will be, wholly driven by working for the client. As such, our advice, the solutions we provide, and the work we do for you is completely personalized and unbiased. Advisory in nature, we craft solutions with the ultimate goal of adding economic value for our clients. At the same time, we simplify the complexities that may accompany wealth by returning time and peace of mind to the client. The Bristlecone Advisors team is united in our unwavering commitment to our clients and their families. With client relationships at the heart of our organization, we place great emphasis on doing what's right for the client in every single case. You are our partner; we work with you and for you. The Change We Seek™ As conscientious business leaders, Bristlecone Advisors is committed to making positive social change through community involvement. Leveraging our collective networks, expertise and enthusiasm, we embrace our responsibility to strengthen the communities in which we live and work. Examples of community groups we have supported:

"American Sustainable Business Council (ASBC) is a powerful coalition of business networks committed to building a vibrant, just, and sustainable economy. The Council is dedicated to moving beyond the politics and practices of the past to identify the innovative solutions that will transform our economy and society. We are committed to ensuring that America's businesses and social enterprises will be a major driving force behind this transformation. ASBC promotes policy change by educating and informing the business community, policy makers, and the media about the business case for change, and by engaging the leaders of businesses and enterprises in building broad support for the policies America needs. We work on a range of policy areas, including: financial reform, health care, chemicals policy, climate change and business taxes. We believe the policies that will lead us to a sustainable and just the right commitments, investments, and reforms today will ensure a strong economy for tomorrow."