Mary Anne's Story: How Can You Leave a Legacy and Honor a Loved One?

Financial Decoder

In this special episode, we hear the story of Mary Anne. Mary Anne and her twin sister Virginia were very close growing up. But as they pursued different careers, they lived on different sides of the country. After her sister's untimely passing, how did Mary Anne find a way to honor her sister's memory?

The event that Mary Anne organized benefited one of her sister's favorite organizations, the Hingham Historical Commission.

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Important Disclosures

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

Schwab CharitableTM 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.

These testimonials, statements, and opinions are given by the individual(s) based solely on the person’s experience with Schwab Charitable Fund, not with any services offered by a third party, and may not be representative of the experiences of other advisors or clients. The testimonials are voluntarily provided and no compensation, free products or services, or any benefits were given in exchange for the testimonials. They are not indicative of future programs, services, performance, or success. Some statements have been edited.

Market fluctuations may cause the value of investment fund shares held in a donor-advised account to be worth more or less than the value of the original contribution to the funds.

Mary Anne is a client of both Schwab and Schwab Charitable and was not compensated by Schwab for their comments. The experience described may not be the experience of all clients and is no guarantee of future performance or success.

Hingham Historical Commission is not affiliated with Schwab.

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