A charitable trust is an irrevocable trust established for charitable purposes and, in some jurisdictions, a more specific term than "charitable organization".

Source: https://en.wikipedia.org/wiki/Charitable_trust#:~:text=A%20charitable%20trust%20is%20an,It%20also%20generates%20good%20will.

Analysis of your financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible. A plan that minimizes how much you pay in taxes is referred to as tax efficient.

Source:
https://www.investopedia.com/terms/t/tax-planning.asp#:~:text=Tax%20planning%20is%20the%20analysis,referred%20to%20as%20tax%20efficient

An option is a contract which conveys its owner, the holder, the right, but not the obligation, to buy or sell an underlying asset or instrument at a specified strike price prior to or on a specified date, depending on the form of the option.

Source: https://en.wikipedia.org/wiki/Option_(finance)#:~:text=In%20finance%2C%20an%20option%20is,the%20form%20of%20the%20option

A plan that meets statutory or regulatory checklists, but primarily or exclusively benefits highly compensated employees (HCEs) with little to no benefits for non-highly compensated employees (NHCEs), may still discriminate and violate IRC Section 401(a)(4).

Source:
https://www.irs.gov/retirement-plans/discriminatory-plan-designs-using-short-service

Asset management refers to a systematic approach to the governance and realization of value from the things that a group or entity is responsible for, over their whole life cycles. It may apply both to tangible assets and to intangible assets.

Source:
https://en.wikipedia.org/wiki/Asset_management

Premium financing is the lending of funds to a person or company to cover the cost of an insurance premium. Premium finance loans are often provided by a third party finance entity known as a premium financing company.

Source:
https://en.wikipedia.org/wiki/Premium_financing