Filed Oct. 21, 2025

Serial No. 99453915

Examining Attorney DEZMONA JULYE MIZELLE HOWARD

Class Financial consulting services in the field of planned giving for non-profit and charitable organizations; Charitable foundation services, namely, providing financial assistance for programs and services of others; Providing financial information; Financial consultancy services in the field of planned donations for non-profit and charitable organizations; Investment of funds for charitable purposes; Charitable fundraising services; Financial asset management; Charitable services in the nature of providing grants for churches and non-profit and charitable organizations; Financial consultation; Financial management in the field of charitable gifts of money, securities, tangible assets, and intangible assets; Financial management in the field of donor-advised funds, pooled income funds, life income gifts, endowments, bequests, charitable gift funds, special gift funds, and charitable investment funds; Financing loans for churches and non-profit and charitable organizations, on a short-term, interest-free basis; 100; 101; 102

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