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It's National Make-A-Will Month. Create your free will in 20 minutes and support the causes you love, right here on the Kitsap Peninsula.

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.

Qualified Charitable Distributions (QCDs) continue to be a powerful planning tool for charitable clients age 70½ and older. By directing IRA assets to charity, clients can satisfy RMD requirements, reduce taxable income, and support causes they care about. Learn how QCDs work, recent legislative developments, and three ways Kitsap Community Foundation can help clients maximize their impact.

Charitable gift annuities (CGAs) and charitable remainder trusts (CRTs) can help clients create income streams while supporting charitable causes. While both strategies offer tax and philanthropic benefits, they differ significantly in complexity, flexibility, and ideal use cases. Explore six frequently asked questions to help guide client conversations and determine which option may fit their goals.

Charitable planning doesn’t have to stop at cash and stock. From classic cars and boats to RVs and private collections, noncash assets can present unique opportunities for clients to simplify their estates, potentially reduce taxes, and support the causes they care about. Learn four key considerations for helping clients turn passion assets into lasting community impact.

While advisors may already be familiar with recent tax law changes, many clients are just beginning to understand their impact. With new deduction floors, caps, and opportunities for non-itemizers, thoughtful planning matters more than ever. Even simple conversations about charitable strategies can help clients navigate complexity with confidence.

Charitable lead annuity trusts (CLATs) are complex but increasingly relevant, especially in light of recent IRS guidance suggesting added flexibility. For the right client—particularly those with appreciating assets and estate tax exposure—a CLAT can support charitable goals while enabling efficient wealth transfer.

For many couples, philanthropy reflects shared values, but in the event of divorce, it can introduce unexpected complexity. From community property rules to questions of control over charitable funds, proactive and collaborative planning is key. Engaging both partners early helps protect both financial outcomes and long-term philanthropic intent.

Market volatility can create hesitation, but it also presents an opportunity to reframe charitable giving as a strategic and values-driven decision. By leveraging tools like appreciated stock gifts and Qualified Charitable Distributions, advisors can help clients maintain their philanthropic commitments while navigating uncertainty. With the right approach, generosity can remain a steady and impactful part of a client’s financial plan—regardless of market conditions.

As tax policy and wealth patterns evolve, philanthropic clients are increasingly split between ultra-high-net-worth families engaging in complex legacy planning and emerging donors taking their first structured steps into giving. By tailoring strategies to each group—from sophisticated estate and succession planning to accessible entry points like small annual gifts and Qualified Charitable Distributions—advisors can help clients build meaningful, sustainable philanthropic im

As tax policy and wealth patterns evolve, philanthropic clients are increasingly split between ultra-high-net-worth families engaging in complex legacy planning and emerging donors taking their first structured steps into giving. By tailoring strategies to each group—from sophisticated estate and succession planning to accessible entry points like small annual gifts and Qualified Charitable Distributions—advisors can help clients build meaningful, sustainable philanthropic im

Women are increasingly leading charitable decisions. Discover four key insights on gender and giving trends, including the power of collective impact through our Women’s Giving Circle, to better serve your female clients.

A business sale is more than a financial event—it’s a personal transition. Learn how strategic philanthropy and donor-advised funds can serve as a "bridge" to maintain family unity and community identity during succession.

Recent IRS rulings emphasize that "good intentions" aren't enough for charitable deductions. We review the Gibson and Milk cases to help advisors ensure their clients' gifts meet strict substantiation and mission-drift requirements.

Mark your calendar for the 2026 Kitsap Great Give and join your community in giving back to the causes you love.

As wealth increasingly shifts through appreciated real estate, charitable planning will involve more non-cash assets. While gifts of property require careful structuring and documentation, they can offer significant tax advantages and convert illiquid assets into lasting community impact. With proper coordination, real estate can become a flexible and meaningful tool for philanthropic planning.

A late-2025 change in USPS postmark procedures created unexpected complications for year-end charitable deductions. Because the IRS relies on postmark dates to substantiate mailed gifts, some contributions intended for 2025 may be treated as 2026 gifts. Advisors can help clients preserve documentation, shift to electronic giving methods, and consider tools such as donor-advised funds to reduce timing risk in future years.