Cathy: I'm Cathy I've been in the financial industry for over 30 years. Very proud to be part of the process in helping clients realizing the benefits of Schwab Charitable. Many clients don't sometimes realize how the Schwab Charitable account could help their situation.
Jean: I've always wanted to give back to the University of Hawaii, but I never thought that we had enough money to really have a charitable fund.
Cathy: Many of the clients we work with do have trust in estate matters that need to be addressed. One of the offerings we can offer for a client would be the Schwab Charitable account.
Jean: Without scholarships we wouldn't have been able to have the careers and the life that we had, and I said why don't we start a scholarship. We got help when we were students and so we want to show our gratitude in some kind of way.
Cathy: It's important to offer Schwab Charitable because it's a piece of financial planning. It also from an estates and trust planning purposes that leaves a legacy for the next generation.
Jean: My husband and I have never tried to make a show of our giving. That's exactly what we can do with the Schwab Charitable
Cathy: Schwab Charitable adds a lot to the Rice Partnership. As a firm, we believe in helping the community.
Jean: The process of giving now is very easy. It's giving without fanfare. Giving because well, we think it's the right thing to do.
Cathy: So, it's a great feeling to do this for Schwab Charitable because I believe in the product. I know how good it is and if I have it and I recommend it for clients it's because I think it's really really important that people understand giving back.