Her client wanted to do more. Together, they did.

Cathy's client wanted to do more with her philanthropy, and she knew that a Schwab Charitable™ donor-advised account could help. Together, they developed a powerful and tax-smart scholarship-granting plan for deserving students at the University of Hawaii, all while deepening their advisor-client bond.

Jean is a donor of Schwab Charitable™ and Cathy is an independent advisor. They were not compensated by Schwab Charitable for their comments. The experience described may not be the experience of all clients. Schwab Charitable does not provide specific individualized legal or tax advice. Please consult a qualified legal or tax advisor where such advice is necessary or appropriate.

Schwab Charitable Fund™ is recognized as a tax-exempt public charity as described in Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi) of the Internal Revenue Code. Please be aware that Schwab Charitable has exclusive legal control over the assets you have contributed. Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization which has entered into service agreements with certain subsidiaries of The Charles Schwab Corporation.

©2024 Schwab Charitable Fund. All rights reserved. (0424-RN5B)