U.S. federal trademark · Serial No. 88434396
Financial services, namely, providing investment vehicles, namely commercial loans and financing; Financial services, namely, providing charitable giving vehicles, namely, donor advised funds, charitable gift annuities, trusts, and endowments; Financial services, namely, providing investment planning, namely, asset management services; Financial services, namely, providing charitable giving planning, namely gift and estate design services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.