Fund Advisor Login

Staying current on charitable planning trends helps advisors better serve clients and strengthen long-term relationships. Explore three recent articles covering AI's impact on advisory services, the continued growth of donor-advised funds, and why these trends matter for both advisors and the nonprofits their clients support.

A business succession event can be one of the most significant opportunities for charitable planning. By introducing philanthropy early in the conversation, advisors can help clients potentially reduce taxes, create lasting community impact, and involve future generations in giving. Explore four key questions to ask before a business transition is underway.

Effective charitable planning requires more than technical expertise—it requires understanding the broader philanthropic landscape. Explore three key trends shaping charitable giving, from the growth of the nonprofit sector to evolving planning tools and increasing client expectations for integrated philanthropic advice.

An IPO or other liquidity event can create significant charitable planning opportunities. Whether your client is a founder, employee, or investor, early planning can help maximize philanthropic impact while addressing tax and estate considerations. Explore three common scenarios where charitable planning can add value before shares are sold.

Your charitable giving plan should evolve as your life does. As family priorities, financial circumstances, and community needs change, it's worth taking time to revisit your philanthropic goals. Learn five questions to help ensure your giving continues to reflect your values and maximize your impact.

Many families hope to pass down more than financial assets; they want to instill generosity, compassion, and a commitment to community. The teenage years are an ideal time to begin those conversations. Explore 10 practical ways to help teens discover the joy of giving and build lifelong habits of philanthropy and civic engagement.

A donor-advised fund can simplify charitable giving, but where your fund is held matters. If you're looking for deeper local connections, philanthropic guidance, and greater community impact, transferring your donor-advised fund to Kitsap Community Foundation may be easier than you think. Learn how the process works in seven simple steps.

Donor-advised funds (DAFs) are becoming an increasingly important part of modern philanthropy, yet many nonprofits remain unsure how to engage these donors. Learn three practical strategies to strengthen relationships with DAF donors, improve stewardship, and better position your organization to benefit from this growing charitable giving tool.

A strong board does more than govern—it helps drive an organization's long-term success. From fundraising and advocacy to strategic oversight and community connections, engaged board members play a critical role in advancing your mission. Explore practical ways to strengthen board effectiveness through intentional recruitment, development, and engagement.

As longtime supporters age, nonprofits may encounter situations that require extra care and attention. While most donor relationships remain straightforward, it's important to recognize potential signs of cognitive decline, undue influence, or financial exploitation. Explore five practical considerations for stewarding aging donors with empathy, respect, and sound judgment.