System and method for informing a recipient of a contribution of an investment gift
AssigneeMorning Star Marketing, Inc.
InventorsVeronica R. Houston, Jerilyn A. Podany
Life of this patent
Estimating the term…
Abstract
A method and system for informing a recipient of an investment gift. The system includes a financial institution providing investment plans to an investor. The system also includes an information provider providing messages to the financial institution for use in informing a recipient of an investment gift. The financial institution offers the messages to the investor providing an investment gift to a recipient. The message is sent by the investor to the recipient to inform the recipient of an investment gift. The system and associated method allows the financial institution to promote the sale of investment gifts and informs the recipient of the investment gift the details of the investment gift.
Claims19
A system for informing a recipient of an investment gift, said system comprising:
- a financial institution offering an investment plan;
- a recipient receiving the investment plan;
- an investor contributing to the investment plan for said recipient;
- and
- an information provider providing a message to said recipient of said investor's contribution to the investment plan.
The system of claim 7 wherein said message includes an illustration.
A method of informing a recipient of an investment gift from an investor, said method comprising the steps of:
- providing, by an information provider, a message to a financial institution offering an investment plan;
- communicating, by the investor, with the financial institution;
- offering, by the financial institution, an investment plan to the investor;
- selecting, by the investor, the investment plan as a gift to the recipient;
- offering a message created by the information provider to the investor;
- selecting, by the investor, the message from the financial institution;
- and
- sending the message to the recipient, said message indicating that an investment gift has been given to the recipient.
A system for informing a recipient of an investment gift, said system comprising:
- a financial institution offering an investment gift plan;
- a recipient receiving the investment gift plan;
- an investor contributing to the investment gift plan, said investor designating said recipient to receive the investment gift plan;
- and
- an information provider providing a message to said financial institution;
- whereby said financial institution offers a service of sending the message provided by said information provider to said recipient, the message informing said recipient of the investment gift being given by said investor.
Dependencies are inferred from the claim text.