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Services For Advisors

​We see our clients' financial and legal advisors as an integral part of the team. We want to work with you to help craft the perfect charitable plan for your client. We work with attorneys, wealth managers, insurance brokers, and accountants, providing strategic counsel and planning so your clients can leave their legacy, make a meaningful community impact in their lifetime, and maximize the tax benefits of charitable giving. We offer a wide array of services and can custom craft a plan for just about any charitable idea your clients may have. Contact us to find out more.

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Tools for Advisors

We offer many tools for you and your clients.  The links here will take you to information, forms, explanations, and sample language that will help you understand and utilize our tools. We are your community foundation, here to serve you and your clients.

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The Kitsap Breakfast Club

No, it's not 80's nostalgia night! But it's just as fun and waaay less awkward. The Kitsap Breakfast Club is a place where professionals in the financial sector can gather, network, caffeinate, and hear brief presentations to help you be better at what you do. Connect with local attorneys, CPAs and financial advisors over coffee and breakfast.​

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