Questions and answers

mel-lindauer

Mel Lindauer, President (2010 -2019)

A donor sent us a number of questions regarding The John C. Bogle Center for Financial Literacy. Here are our responses.

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Protecting the trademark

mel-lindauer

Mel Lindauer, President (2010 – 2019)

I’m happy to announce that, thanks to the expert  pro-bono  legal work performed by  attorney Serge Krimnus, The John C. Bogle Center for Financial Literacy prevailed in a legal action against a financial advisor who was using our trademarked “Bogleheads” name in two domain names (bogleheads.com and bogleheads.net) without permission. He was obviously using those domain names to drive traffic to his website whenever someone erroneously typed in “bogleheads.com” (a very common mistake) or “bogleheads.net” instead of the “bogleheads.org” site.

Those two domain names are now owned by The Bogle Center and are being redirected to bogleheads.org.

The decision of the arbitrator awarding the domains to the Bogle Center is available here.

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Trademarking the Bogleheads

mel-lindauer

Mel Lindauer, President (2010 – 2019)

In one of its first actions, the Center trademarked the name “Bogleheads”, and it is now a Registered Service Mark of The John C. Bogle Center for Financial Literacy.

BOGLEHEADS – Trademark Details, Justia

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Establishing the Center

mel-lindauer

Mel Lindauer, President (2010 – 2019)

Establishing The John C. Bogle Center for Financial Literacy was a long work-in-progress. Jack Bogle actually authorized us to undertake this endeavor in October of 2010. Thanks to a generous Texas attorney who donated his time, we were incorporated as a non-profit Texas Corporation on November 22, 2010 with all of the accompanying legal Resolutions and Corporate By-Laws in place.

The next two years were spent  attempting to get the Bogleheads name trademarked and gaining 501(c)(3) charitable approval from the IRS.  After several review rounds, we finally got the approval on February 6, 2012. So it’s been a long and sometimes frustrating road to get  established, but we persevered and finally made it.

Vanguard very generously gave our organization and its small bank account Flagship Status, so we  have a Prime Money Market account where donation checks can be deposited.

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