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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.

Major life transitions—divorce, loss, retirement, business change—often reshape financial plans in unexpected ways. In these moments, charitable planning can help clients move from reactive decision-making to values-based action. Whether through a donor-advised, designated, or field-of-interest fund, Kitsap Community Foundation partners with advisors to turn difficult seasons into meaningful, forward-looking strategies that reflect purpose and community impact.

If you’ve noticed a surprising uptick in recent years among your younger clients investing in artwork, it is not your imagination! A survey of 1,007 U.S. high net worth individuals (each with at least $3 million in investable assets) found that 83% of respondents aged 43 and under said they currently own or would like to own art—compared with only 34% of those older than 43. Learn more about how this impacts your own assets.

Following every tax season, many advisors share with our team that they wish they’d been aware of the many asset types that make great gifts