PLANNED GIVING FOUNDATION
Live / Registered — Registered and renewed (as of 14 Aug 2023)
What this means for you
Registered since 21 Oct 2003. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 21 Oct 2023).
Record
- Serial number
- 78130884
- Registration number
- 2775511
- Mark type
- Word mark
- Filed
- 23 May 2002
- Published for opposition
- 29 Jul 2003
- Registered
- 21 Oct 2003
- Next maintenance due
- 21 Oct 2023
- Attorney of record
- Bradley P. Hartman
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, [ cash management, ] distribution of charitable trust funds [, ] [ estate planning, estate ] [ * and * ] [trust management, fiduciary services and representation, financial analysis and consultation, financial management, financial planning, financial portfolio management, financial research, fund investment consultation, investment and trust company services, investment consultation, investment management, investment management of and distribution of variable annuities, investment of funds for others, and trust management; administration and consultation trust services, namely, investment and trust company services ]
- Class 042 — Scientific and technological services: Researching and identifying appropriate charitable organizations to assist clients in making charitable gifts
Owner
- Planned Giving Foundation Inc., The, Castro Valley, CA, US
- Planned Giving Foundation Inc., The, San Francisco, CA, US
- Planned Giving Foundation Inc., The, San Francisco, CA, US
Prior registrations
Prosecution history
- 14 Aug 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 14 Aug 2023 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
- 14 Aug 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 14 Aug 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Jan 2023 — TEAS SECTION 8 & 9 RECEIVED
- 09 Dec 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 09 Dec 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 09 Dec 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 21 Oct 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 15 Aug 2018 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 23 Oct 2013 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 23 Oct 2013 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 23 Oct 2013 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 18 Oct 2013 — REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
- 23 Oct 2013 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL