U.S. federal trademark · Serial No. 90707271 · Reg. No. 7164872
Financial management of charitable giving portfolios for employees, offered through their employers; financial management services, namely, distribution and allocation of charitable funds and donations for employees, offered through their employers; financial consulting services in the field of planned giving for non-profit and charitable organizations for employees, offered through their employers; financial consultancy for employers and employees in the field of charitable giving; philanthropy consultation for employers and employees relating to charitable fundraising; financial planning services, namely, developing and managing charitable giving programs for employees, offered through their employers
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