Moore Wealth Inc

SEMINAR WORKSHOPS ON FINANCIAL LITERACY: WHAT IS THE ACTIVITY: WE HOLD WORKSHOPS WITH PARTICIPANTS IN WHICH WE ASK PERSONALIZED QUESTIONS AROUND EACH PARTICIPANT'S FINANCIAL GOALS. WE ALSO PROMPT EACH PARTICIPANT TO CONSIDER AND PLAN FOR THEIR FINANCIAL FUTURE BY DISCUSSING BUDGETS, CREDIT SCORES, STUDENT LOANS AND OTHER DEBT AS WELL AS INVESTING STRATEGIES FOR THE FUTURE. WHO CONDUCTS THE ACTIVITY: THE ACTIVITIES ARE CURRENTLY HOSTED BY DR. ERIKA MOORE TAYLOR. IN THE FUTURE, VOLUNTEER STAFF WILL AID IN CONDUCTING THE ACTIVITY. WHERE IS THE ACTIVITY CONDUCTED: BECAUSE OF THE COVID-19 PANDEMIC, ALL WORKSHOPS ARE HOSTED VIRTUALLY VIA ZOOM OR GOOGLE MEET. IN THE FUTURE FOLLOWING THE GLOBAL PANDEMIC, WE AIM TO CONDUCT WORKSHOPS IN PERSON IN THE UNITED STATES OF AMERICA. WHAT PERCENTAGE OF YOUR TOTAL TIME IS ALLOCATED TO THE ACTIVITY: APPROXIMATELY 40% OF THE TOTAL TIME AT MOORE WEALTH INC. IS DEVOTED TO SEMINAR WORKSHOPS ON FINANCIAL LITERACY. HOW IS THE ACTIVITY FUNDED AND WHAT PERCENTAGE OF YOUR OVERALL EXPENSES IS ALLOCATED TO THIS ACTIVITY: THE ACTIVITY IS FUNDED THROUGH DONATIONS FROM EACH PARTNERSHIP. CURRENTLY, 0% OF MOORE WEALTH'S OVERALL EXPENSES IS ALLOCATED TO THIS ACTIVITY. IN THE FUTURE, 10% OF MOORE WEALTH'S EXPENSES WILL BE ALLOCATED TO THIS ACTIVITY TO INCLUDE FEES ASSOCIATED WITH GOOGLE SUITE FOR MOORE WEALTH AND ZOOM LICENSING. HOW DOES THE ACTIVITY FURTHER YOUR EXEMPT PURPOSES: THE ACTIVITY ENCOURAGES PARTICIPANTS TO THINK CRITICALLY ABOUT THEIR OWN FINANCIAL GOALS AND TO PLAN FOR THEIR FINANCIAL FUTURE, THUS, EMPOWERING PARTICIPANTS IN FINANCIAL LITERACY. SCHOLARSHIPS FOR STUDENTS TO ENCOURAGE FINANCIAL LITERACY: WHAT IS THE ACTIVITY: WE DONATE MONEY IN THE FORM OF SCHOLARSHIPS FOR STUDENTS (CURRENTLY ENROLLED IN ANY DEGREE GRANTING PROGRAM) WHO HAVE EXPRESSED BOTH A FINANCIAL NEED AND DEMONSTRATED A COMMITMENT TO FINANCIAL LITERACY. WHO CONDUCTS THE ACTIVITY: THE ACTIVITIES ARE CURRENTLY CONDUCTED BY VOLUNTEERS (INCLUDING THE MOORE WEALTH COMPASS BOARD AND BLINDED REVIEWERS FOR RANKING EACH APPLICANT). IN THE FUTURE, VOLUNTEER STAFF WILL CONTINUE TO AID IN CONDUCTING THE ACTIVITY. WHERE IS THE ACTIVITY CONDUCTED: BECAUSE OF THE COVID-19 PANDEMIC, ALL MEETINGS FOR THE SCHOLARSHIPS ARE HOSTED VIRTUALLY VIA ZOOM. IN THE FUTURE FOLLOWING THE GLOBAL PANDEMIC, WE WILL CONTINUE TO CONDUCT THE SCHOLARSHIP ACTIVITIES VIRTUALLY GIVEN OUR VOLUNTEERS ARE LOCATED THROUGHOUT THE UNITED STATES OF AMERICA. WHAT PERCENTAGE OF YOUR TOTAL TIME IS ALLOCATED TO THE ACTIVITY: APPROXIMATELY 40% OF THE TOTAL TIME AT MOORE WEALTH INC. IS DEVOTED TO SCHOLARSHIPS FOR STUDENTS TO ENCOURAGE FINANCIAL LITERACY. HOW IS THE ACTIVITY FUNDED AND WHAT PERCENTAGE OF YOUR OVERALL EXPENSES IS ALLOCATED TO THIS ACTIVITY: THE ACTIVITY IS FUNDED THROUGH DONATIONS FROM FUNDRAISING (SEE LAST ACTIVITY). CURRENTLY, 100% OF MOORE WEALTH'S OVERALL EXPENSES IS ALLOCATED TO THIS ACTIVITY AS EACH SCHOLARSHIP IS AWARDED THROUGH THESE FUNDS. IN THE FUTURE, 65% OF MOORE WEALTH'S EXPENSES WILL BE ALLOCATED TO THIS ACTIVITY TO INCLUDE FEES ASSOCIATED WITH GOOGLE DRIVE (INCLUDING FORM AND GOOGLE SHEETS) FOR EACH SCHOLARSHIP AND DISSEMINATION OF THE SCHOLARSHIPS. HOW DOES THE ACTIVITY FURTHER YOUR EXEMPT PURPOSES: THE ACTIVITY ENCOURAGES PARTICIPANTS TO THINK CRITICALLY ABOUT THEIR OWN FINANCIAL GOALS AND EMPOWERS PARTICIPANTS IN FINANCIAL LITERACY THROUGH THE SCHOLARSHIP APPLICATION AND FINANCIAL AID (IF THE APPLICANT IS AWARDED). FUNDRAISING FOR MOORE WEALTH: WHAT IS THE ACTIVITY: FUNDRAISING EVENTS THROUGH EMAIL AND PAYPAL SERVICES. WHO CONDUCTS THE ACTIVITY: THE ACTIVITIES ARE CURRENTLY CONDUCTED BY VOLUNTEERS. IN THE FUTURE, VOLUNTEER STAFF WILL CONTINUE TO AID IN CONDUCTING THE ACTIVITY. WHERE IS THE ACTIVITY CONDUCTED: BECAUSE OF THE COVID-19 PANDEMIC, ALL FUNDRAISING EFFORTS ARE LIMITED TO VIRTUAL (MAINLY EMAIL CORRESPONDENCE). IN THE FUTURE FOLLOWING THE GLOBAL PANDEMIC, WE WILL INCREASE OUR EFFORTS FOR CHARITY EVENTS AND IN-PERSON FUNDRAISING EFFORTS. WHAT PERCENTAGE OF YOUR TOTAL TIME IS ALLOCATED TO THE ACTIVITY: APPROXIMATELY 20% OF THE TOTAL TIME AT MOORE WEALTH INC. IS DEVOTED TO FUNDRAISING. HOW IS THE ACTIVITY FUNDED AND WHAT PERCENTAGE OF YOUR OVERALL EXPENSES IS ALLOCATED TO THIS ACTIVITY: THE ACTIVITY IS FUNDED THROUGH DONATIONS