The Stelter Company

"INTELLIGENCE CENTER"

Class 035: Providing an Internet website portal featuring market research and business analyses in the nature of universal insight for customers into their planned giving marketing program and prospects via a portal consisting of dashboards and data such as email, web, direct mail and survey analytics and it presents a single view of a donor and provides lead scoring based on the donor's individual activities

providing temporary use of a web-based software application that provides a visual illustration as well as a numerical calculation of the benefits of a gift to charity through a user-friendly interface that allows site visitors to run calculations on up to nine gift types, namely, outright gift, charitable gift annuity, deferred charitable gift annuity, charitable remainder unitrust, charitable remainder annuity trust, bargain sale, retained life estate, charitable lead annuity trust and charitable lead unitrust, emphasizing deferred or estate gifts which come to fruition at the death of the donor, and some of the gift vehicles represented also provide lifetime income to the donor, and the tool allows users to manipulate various inputs which are used in calculating possible benefits such as payment rates and charitable income tax deductions

"ADVISOR"

"LIBRARY" FOR INTERNATIONAL CLASS 41

Class 035: development and dissemination of advertising materials in the fields of estate and gift planning via e-mail on behalf of estate and gift planning professionals to professional advisors

Class 035: Advertising and marketing services by means of providing personalized e-mails and appropriate e-mail responses on behalf of gift planning professionals to facilitate interactive, automated dialog with existing and potential donors

Class 035: development and dissemination of advertising materials via e-mail on behalf of gift planning professionals to existing and potential donors

Class 035: Advertising services, namely, development and dissemination of personalized HTML e-mails on behalf of gift planning professionals to existing and potential donors, the e-mails containing links to Internet websites designated by the gift planning professional