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PLANNED GIVING FOUNDATION
Live/Registered
REGISTERED AND RENEWED

on 14 Aug 2023

Last Applicant/ Owned by

4061 East Castro Valley Blvd, PMB 165

Castro Valley

CA

94552

Serial Number

78130884 filed on 23rd May 2002

Registration Number

2775511 registered on 21st Oct 2003

in the Principal Register

Correspondent Address

Bradley P. Hartman

Bradley P. Hartman

2 N. Central Ave, Ste 1800

Phoenix, AZ 85004

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

PLANNED GIVING FOUNDATION

Researching and identifying appropriate charitable organizations to assist clients in making charitable gifts 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 Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Researching and identifying appropriate charitable organizations to assist clients in making charitable gifts


First Use Date in General

01st Jun 1994

First Use Date in Commerce

01st Jun 1994

Class [036]
Insurance & 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 ]


First Use Date in General

01st Jun 1994

First Use Date in Commerce

01st Jun 1994

Mark Details


Serial Number

No 78130884

Mark Type

No Service Mark

Attorney Docket Number

No 1245.01.01

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
14th Aug 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
14th Aug 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
14th Aug 2023REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
14th Aug 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
27th Jan 2023TEAS SECTION 8 & 9 RECEIVED
09th Dec 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09th Dec 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09th Dec 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
21st Oct 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
15th Aug 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED