Class 042: Software-as-a-service (SAAS) services, namely, software for use in the field of charitable giving, financial planning, wealth management, and asset distribution; software-as-a-service (SAAS) services, namely, software for use in banking and payment transactions; software-as-a-service (SAAS) services, namely, software that establishes financial, accounting, legal, insurance, and medical action based upon individual and family life events; software-as-a-service (SAAS) services, namely, software for use by financial custodians and professional advisors for charitable giving, financial planning, wealth management, and asset distribution; software-as-a-service (SAAS) services, namely, software used for the secure storage of financial, banking, accounting, legal, insurance, medical, personal and business records
Class 035: Promoting public awareness of the need for philanthropy and the charitable giving of others; providing a website featuring information in the field of promoting the need for philanthropy and the charitable giving of others; developing promotional campaigns for raising awareness of charitable organizations and charitable giving; charitable giving planning, namely, developing and managing the charitable giving programs of others; tax planning services; tax consulting services; Class 036: Charitable fundraising services; charitable fundraising services to raise funds for charitable organizations; managing and administering monetary charitable contributions to enable qualified funds distribution from financial accounts to charitable organizations; charitable giving planning in the nature of financial planning services, namely, developing and managing charitable giving programs on behalf of individuals, financial advisors, custodians, and organizations; charitable giving consulting, namely, financial consulting services in the field of planned giving for individuals, financial advisors, custodians, and charitable organizations; charitable giving consulting, namely, philanthropy consultation relating to charitable fundraising; charitable giving advisory services, namely, financial advisory services in the field of planned giving for individuals, financial advisors, custodians, and charitable organizations; charitable giving advisory services, namely, philanthropy advisory services relating to charitable fundraising; developing, administering and managing charitable giving distributions, namely, developing and managing the charitable giving programs of others; financial advisory services; financial custodian services, namely, collecting, processing and reporting of monetary financial charitable transactions of others for custodians; financial consulting services; financial planning services; financial management services; retirement planning services, namely, financial planning for retirement; retirement consulting services, namely, advice on finance during retirement; retirement consulting services, namely, providing information and advice in the field of the financial aspects of retirement; individual retirement account services
Class 041: Providing online publications, namely, questionnaires designed for use in the field of charitable giving and financial planning; providing online assessments and testing, namely, educational assessment services designed for use in the field of charitable giving and financial planning
Accounting services; Accountancy services; Consulting in the field of accounting; Forensic accounting services; Bookkeeping services; Account auditing services; Business auditing services; Internal and external business auditing services; Tax preparation; Tax compliance consulting; Tax consultation services; Business research in the field of taxes; Business management services; Business administration services; Business consulting related to mergers, acquisitions, divestitures, and company liquidation
Credit and loan services; Electronic financial trading services; Financial advice and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial forecasting; Financial planning; Financial research; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, raising debt and equity capital for others; Financial retirement plan consulting services; Financial services, namely, administration of transactions drawing funds from types of financial investments in retirement plans; Insurance agency and brokerage; Insurance consultation; Investment banking services; Mortgage banking; Mortgage lending; Providing a web site featuring personal financial information and financial advice; Providing financial consulting of savings accounts for business exit plans, business succession plans, and business transitions; Providing financial information; Philanthropy consultation relating to charitable fundraising; Charitable fundraising services; Providing a web site featuring charitable fundraising information
Credit and loan services; Electronic financial trading services; Financial advice and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial forecasting; Financial planning; Financial research; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, raising debt and equity capital for others; Financial services relating to the design, implementation, and administration of retirement plans; Insurance agency and brokerage; Insurance consultation; Investment banking services; Mortgage banking; Mortgage lending; Providing a web site featuring personal financial information and financial advice; Providing financial consulting relating to business exit plans, business succession plans, and business transitions; Providing financial information
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