SHARE:  

Richard C. Peck Consulting, LLC & The Philanthropy Guy, LLC


Providing consulting and educational services to nonprofits, donors, and professional advisors related to impactful charitable giving

CONTACT RICK

Charitable Giving Newsletter

11/15/23 Edition


In This Week's Issue:


Getting All Intellectual on You!


Weekly Tips for Nonprofits, Donors, and Professional Advisors

Let's Get Intellectual...

What does Intellectual Property (IP) have to do with nonprofits, you ask? Well, protecting and enforcing brand assets is not just for for-profit companies. Just like other companies, nonprofits are just as likely to have their trademarks infringed!


Obtaining a trademark registration with the U.S. Patent and Trademark Office makes it easier and less expensive to expand a nonprofit’s reach across the country---and prevent the unlawful use of its trademarks to divert donations.


According to attorney Jamie Sternberg, a partner at Saunders & Silverstein, LLP, obtaining a trademark registration should ideally happen when adopting a new brand name and/or logo, but it can be taken care of at any time.


Before adopting new trademarks for your nonprofit organization, consider having a trademark attorney conduct a clearance search to make sure you’re not stepping on another company’s toes!

Jamie Sternberg: Intellectual Property Attorney


Jamie has passionately counseled multinational companies, local businesses, non-profits, and start-ups in the field of trademark and copyright law for more than 17 years. She has significant experience with strategic trademark and copyright protection, enforcement, defense, transactions, and litigation. Jamie has practiced extensively before the U.S. Patent and Trademark Office, the U.S. Copyright Office, and the Trademark Trial and Appeal Board (TTAB), as well as in federal court. 


She has an impressive background, including recent speaking engagements and podcast appearances. Read more about her here:

Jamie Sternberg|Saunders & Silverstein LLP (sandsip.com)

A Tip for Nonprofits: Is a silent auction something you have offered in the past, or something you might be considering, as a way to engage donors and potential donors and raise money? If so, read here for some do's and don'ts on silent auctions: 6 Essential Silent Auction Rules: Host Your Best Auction Yet (onecause.com)

A Tip for Donors: Foundation Source recently analyzed nearly 1,000 private foundations, revealing that while foundations gave at record-high levels in 2022, they experienced a 14.5% decline in foundation growth and a 31.5% drop in asset value. Read more here on how that could affect end-of-year giving: New Insights on High-Net-Worth Philanthropy - Articles - Advisor Perspectives

A Tip for Professional Advisors: My friend Chris Gullotti (5) Chris Gullotti, CFP® | LinkedIn of Canby Financial Advisors offers a timely two-minute end-of-year video regarding charitable giving tips related to appreciated securities and Qualified Charitable Distributions (QCDs). Watch here: CFA Two Tax-Advantaged Charitable Giving Strategies - YouTube

"Thousands of candles can be lighted from a single candle, and the life of the candle will not be shortened. Happiness never decreases by being shared."

~Buddha

Richard C. Peck Consulting, LLC and The Philanthropy Guy, LLC

About Rick

1373 Post Road, Unit 7E

Wells, Maine 04090

+1 (603) 387-3897

Facebook  Instagram  Twitter  YouTube
Please forward this e-mail to others if you think they would like to sign up for this newsletter (using this blue button here)!