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Community Conversations: August 12th - Estate Planning 101
Join us for Community Conversations: Estate Planning 101, a free session on protecting the people, pets, and causes you love, presented by KCF's Tina O'Brien and Vanbridge's Jon Allen.

Kimberly Cizek Allen
Jul 233 min read


Worth a read: Charitable planning trends
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.

Tina O'Brien
Jul 162 min read


Business succession planning: Four questions and one word of caution
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.

Tina O'Brien
Jul 164 min read


Backdrop required: Informing your work with charitable clients
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.

Tina O'Brien
Jul 162 min read


IPOs and charitable clients: Three scenarios for impact
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.

Tina O'Brien
Jul 163 min read


Checking in on your charitable plan
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.

Tina O'Brien
Jul 163 min read


Charitable giving: Ten ways teens can get involved
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.

Tina O'Brien
Jul 164 min read


Closer to home: Steps to move your donor-advised fund to Kitsap Community Foundation
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.

Lillian Xie
Jul 163 min read


Unlocking the mystery: Three ways to build relationships with donor-advised fund holders
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.

Kimberly Cizek Allen
Jul 93 min read


Beyond attendance: Is your board equipped for today and tomorrow?
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.

Tina O'Brien
Jul 93 min read
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