Fund Advisor Login

From tech wealth and business exits to complex assets, QCDs, and donor-advised funds, charitable planning opportunities are showing up across the financial landscape. Explore nine recent articles highlighting trends advisors should be watching—and why thoughtful conversations about what, when, and how clients give can help turn financial opportunities into meaningful charitable plans.

When charitable planning involves noncash assets, the type of asset matters. Government securities—from Treasury bills and bonds to savings bonds—can differ significantly in transferability, valuation, and tax treatment. Explore key considerations for helping clients evaluate these assets and identify opportunities that may align with their charitable and estate planning goals.

Planning for the future means thinking about more than wills, trusts, and financial accounts. Your charitable intentions deserve a place in the conversation, too. Learn how documenting your giving goals early can provide clarity for family and advisors, preserve flexibility as circumstances change, and create a roadmap for carrying your generosity forward.

Planning for the future means thinking about more than wills, trusts, and financial accounts. Your charitable intentions deserve a place in the conversation, too. Learn how documenting your giving goals early can provide clarity for family and advisors, preserve flexibility as circumstances change, and create a roadmap for carrying your generosity forward.

Private foundations can create meaningful family legacies, but over time, administrative responsibilities and changing family dynamics may make another approach worth considering. Explore how transitioning to a donor-advised fund at Kitsap Community Foundation can help families simplify charitable giving, involve future generations, and continue supporting the causes they care about.

A thoughtful estate plan involves more than creating a will. From beneficiary designations and retirement accounts to trusts and charitable funds, each piece should work together to reflect your wishes. In recognition of National Estate Planning Awareness Week, explore ways to incorporate charitable giving into a plan that supports the people, causes, and community you care about.

DAF Day, October 8, is a timely reminder to make sure your donors know they can support your mission through a donor-advised fund. You don't need to become a DAF expert, just three simple tips to make giving easy and keep the focus on your mission.

A capital campaign or major initiative can create an exciting opportunity for a big ask, but it can also raise concerns about future annual and planned gifts. Explore four ways to invite transformational gifts while keeping your donor's whole giving picture, and long-term relationship, in view.

A will is only one piece of an estate plan. National Estate Planning Awareness Week gives nonprofits another, different, opportunity to talk with donors about legacy giving. Here's a simple five-point plan to make the most of the week without needing a formal planned giving program.

The most effective charitable planning goes beyond one-time tax strategies. Increasingly, clients want their wealth to reflect their values, family priorities, and long-term legacy. Explore four recent articles highlighting why advisors should make philanthropy an ongoing part of financial and estate planning conversations—and the opportunities that approach can create.