| Serial Number | 78130884 |
| Word Mark | PLANNED GIVING FOUNDATION |
| Filing Date | Thursday, May 23, 2002 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Monday, August 14, 2023 |
| Registration Number | 2775511 |
| Registration Date | Tuesday, October 21, 2003 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 29, 2003 |
| Goods and 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 ] |
| Disclaimer with Predetermined Text | "FOUNDATION" |
| Goods and Services | Researching and identifying appropriate charitable organizations to assist clients in making charitable gifts |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 30, 2002 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, June 1, 1994 |
| First Use In Commerce Date | Wednesday, June 1, 1994 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, May 30, 2002 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, June 1, 1994 |
| First Use In Commerce Date | Wednesday, June 1, 1994 |
| Party Name | Planned Giving Foundation Inc., The |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Castro Valley, CA 94552 |
| Party Name | Planned Giving Foundation Inc., The |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 941112677 |
| Party Name | Planned Giving Foundation Inc., The |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 941112677 |
| Event Date | Event Description |
| Monday, August 14, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Monday, August 14, 2023 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) |
| Monday, August 14, 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, August 14, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, January 27, 2023 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, December 9, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, December 9, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, December 9, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, October 21, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, August 15, 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, October 23, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, October 23, 2013 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, October 23, 2013 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, October 18, 2013 | REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED |
| Wednesday, October 23, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, October 18, 2013 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, April 16, 2010 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, August 17, 2009 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, August 10, 2009 | ASSIGNED TO PARALEGAL |
| Friday, August 7, 2009 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, August 1, 2008 | CASE FILE IN TICRS |
| Tuesday, October 21, 2003 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 29, 2003 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 9, 2003 | NOTICE OF PUBLICATION |
| Friday, June 6, 2003 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, January 14, 2003 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, January 14, 2003 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, September 20, 2002 | NON-FINAL ACTION MAILED |
| Wednesday, September 18, 2002 | ASSIGNED TO EXAMINER |