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A key to client retention: Consider charitable planning
Retaining client families through generational transitions is a challenge for many advisors, especially after a client passes away. Philanthropy offers a meaningful pathway to engage heirs, open conversations about values and legacy, and strengthen long-term relationships. Kitsap Community Foundation can help you support multigenerational families with tools, guidance, and facilitated discussions that deepen connection and preserve continuity for years to come.

Tina O'Brien
Dec 9, 20252 min read


2025 action required: Last call for current tax laws
As you guide clients through year-end planning, 2025 stands out as a pivotal year for charitable strategy. With significant OBBBA tax changes arriving in 2026, now is the time to help donors maximize the value of their contributions and consider tools like donor-advised funds or QCDs. Kitsap Community Foundation is here to support you and your clients in navigating these shifting rules with confidence.

Tina O'Brien
Dec 8, 20252 min read


No kids? Three calls-to-action for charitable planning
For individuals without children, charitable planning offers a thoughtful way to create lasting impact. KCF can help you craft a strategy that reflects your values, supports the causes you love, and involves family or successor advisors as desired. We’re honored to guide you in building a meaningful legacy.

Jo Delaney
Dec 7, 20252 min read


Unrestricted giving, QCDs, and why they matter for your philanthropy
As community needs evolve, trusted giving tools matter more than ever. For donors 70½ and older, QCDs provide a tax-efficient way to support meaningful work today and into the future. Many pair QCDs with their donor-advised funds to strengthen both annual and unrestricted impact. KCF is honored to assist.

Jo Delaney
Dec 7, 20252 min read


Countdown to 2026: 10 tips for charitable giving
As 2025 draws to a close, now is the time to review your charitable strategy before next year’s deduction changes. Bunching gifts, using donor-advised funds, giving appreciated stock, and exploring QCDs can all support your goals. Our team at KCF is honored to help you plan wisely for year-end and beyond.

Tina O'Brien
Dec 5, 20252 min read


Strengthening your year-end appeal: Cut-and-paste messages
As year-end approaches, your final donor message is a powerful opportunity to inspire support for today’s priorities and your organization’s future. By showing donors the full range of ways they can give, demonstrating impact, and offering clear paths to contribute before December 31, you can close 2025 with confidence. KCF is here to help every step of the way.

Tina O'Brien
Dec 5, 20252 min read


Engaging purpose-driven companies
With OBBBA’s new corporate giving limits taking effect in 2026, nonprofits may see shifts in how companies approach philanthropy. Focusing on purpose-driven businesses and framing support as strategic partnership can help sustain corporate engagement. The KCF team is ready to support your outreach and planning.

Lillian Xie
Dec 5, 20252 min read


'Tis the season: Three tips for year-end giving
As year-end approaches, it’s essential to guide donors toward smart, timely giving—especially ahead of the 2026 charitable deduction changes. Remind supporters about the benefits of appreciated stock gifts, the value of QCDs for eligible donors, and the importance of early planning. Kitsap Community Foundation stands ready to support you and your donors every step of the way.

Tina O'Brien
Dec 5, 20252 min read


Donor-advised funds: Flexible, tax-friendly, and just the beginning
For advisors guiding clients through charitable and financial planning, a donor-advised fund at Kitsap Community Foundation offers unmatched flexibility. Beyond simplifying annual giving, it can serve as the foundation of a comprehensive charitable portfolio—integrating tax planning, legacy strategies, and local impact. Partner with our team to ensure your clients’ generosity endures for generations.

Lillian Xie
Nov 6, 20252 min read


Bread and butter strategy: QCDs for clients 70½ and older
As tax laws evolve under the One Big Beautiful Bill Act, Qualified Charitable Distributions are becoming an even more powerful tool for clients aged 70½ and up. A QCD can help manage taxable income, meet required distributions, and support community causes. Kitsap Community Foundation can work with you to structure QCD strategies that align generosity with tax efficiency and long-term impact.

Tina O'Brien
Nov 6, 20252 min read
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