YOUR PARTNER IN GIVING

Live / Applied — Statement of use — registration review complete (as of 18 Mar 2026)

What this means for you

Not registered yet, but its 22 Jul 2022 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
97980824
Mark type
Stylized text
Filed
22 Jul 2022
Published for opposition
20 Jun 2023
Attorney of record
Thomas F. Dunn

Goods and services

  • Class 035 — Advertising and business services: Business administration, business operation and office functions for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services in the field of management of private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services regarding strategies for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; tax preparation and financial reporting for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business administration services, namely, regulatory reporting services for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services in the field of grantmaking, namely, services to assist private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs in making and overseeing grants to charitable organizations; grants management services for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business consulting services in the field of board management and governance for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; business administration services, namely, grant distribution and distribution management services for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Philanthropy consultation relating to taxation planning; Business consulting services in the field of corporate responsibility
  • Class 036 — Insurance and financial services: Providing financial information concerning public charities to facilitate grant making by private foundations; financial services, namely, financial reporting for private foundations; providing financial information and financial research regarding donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Philanthropy consultation relating to charitable fundraising; Financial administration of scholarship programs
  • Class 041 — Education and entertainment services: Education services, namely, providing non-downloadable webinars in the field of philanthropy and corporate responsibility; educational services, namely, providing podcasts in the field of philanthropy and corporate responsibility; non-downloadable electronic publications in the nature of white papers in the field of philanthropy; educational services, namely, the presentation of seminars, lectures, workshops and panel discussions in the field of philanthropy
  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for enabling philanthropists to track the impact of their donations, collect progress reports from grantees, and monitor performance metrics; Software as a service (SAAS) services featuring software for managing grants that enables users from private foundations to accept, organize, review, track, and reply to charitable requests; Providing temporary use of a non-downloadable web application for managing philanthropic foundations featuring the ability to search charitable organizations, manage philanthropic grants, manage foundation expenses, manage minimum distribution requirements, manage users, centralize and manage foundation documents, standardize reporting capabilities to assist with tax filings, manage accounting functions, and facilitate payments
  • Class 045 — Legal and security services: Providing an online searchable database for use by private foundations and donor-advised funds before funding grants in order to determine if an organization has public charity tax status; Regulatory compliance monitoring services, namely, monitoring compliance with regulatory, tax, contract, grant, charitable and reporting requirements for private foundations, donor-advised funds, charitable trusts, corporate responsibility programs, and scholarship programs; Regulatory compliance monitoring services, namely, monitoring compliance with regulatory, tax, contract, grant, charitable and reporting requirements for private foundations

Owner

Prosecution history

  • 18 Mar 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 18 Mar 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 16 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 16 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 16 Mar 2026 — ASSIGNED TO LIE
  • 12 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 20 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 20 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 20 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 20 Feb 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 20 Feb 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 18 Feb 2026 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 18 Feb 2026 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 18 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 18 Nov 2025 — NON-FINAL ACTION E-MAILED

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