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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


2025 Was a Record Year for Giving: Here's What It Means for Kitsap Nonprofits
Giving reached a record $617.2 billion in 2025, but the real story lies beneath the headline. Rising bequests, the growth of donor-advised funds, and the beginning of the Great Wealth Transfer are reshaping philanthropy. Learn what these national trends mean for Kitsap nonprofits, and the practical steps organizations can take today to strengthen fundraising for the future.

Kimberly Cizek Allen
Jul 96 min read


Good news keeps coming: Retirement plans and charitable giving
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.

Tina O'Brien
Jun 93 min read


Split-interest charitable gifts: Need-to-know FAQs
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.

Tina O'Brien
Jun 93 min read


Getting creative: Noncash assets and the charitable planning conversation
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.

Tina O'Brien
Jun 93 min read


“Nice to meet you”: Introducing your advisors to the Kitsap Community Foundation team
Your attorney, CPA, and financial advisor each bring valuable expertise to your planning process—but charitable giving often benefits from a dedicated philanthropic partner, too. By connecting your advisors with Kitsap Community Foundation, you can create a more coordinated approach to achieving your financial, estate, and charitable goals while maximizing your impact in the community.

Tina O'Brien
Jun 92 min read


A moment to meet: Philanthropy’s crucial role
“Meeting the moment” means responding to today’s most pressing community needs while keeping long-term impact in mind. Many donors are taking a flexible, portfolio-based approach to philanthropy that balances immediate support, future legacy planning, and investments in community resilience. Kitsap Community Foundation helps donors create giving strategies that adapt to changing needs while strengthening our region for generations to come.

Kimberly Cizek Allen
Jun 93 min read


What type of donor are you? Finding your philanthropic profile
No two donors are exactly alike. Some give wherever needs arise, some focus on measurable impact, and others are building long-term charitable legacies. Kitsap Community Foundation works with donors at every stage of their philanthropic journey, helping individuals and families create giving strategies that reflect their values, goals, and vision for the Kitsap community.

Lillian Xie
May 73 min read


Step by step, it starts with “love of humanity”
Philanthropy is personal, and there’s no single “right” way to give. This month, we’re exploring how Kitsap Community Foundation helps donors connect their values, life experiences, and charitable goals to create lasting impact in our community. From donor-advised funds to legacy giving, we’re here to help you build a giving strategy that reflects what matters most to you.

Tina O'Brien
May 74 min read


Calling it splits: What happens to charitable assets in a divorce?
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.

Tina O'Brien
May 52 min read


Charitable giving, due diligence, and how KCF can help
With so many worthy causes and organizations, it’s natural for donors to feel uncertain about where their giving can make the greatest impact. By providing local insight, due diligence, and strategic guidance, Kitsap Community Foundation helps donors move forward with confidence. The result is a more thoughtful, informed approach to philanthropy—one that aligns with personal values and creates meaningful, lasting change.

Tina O'Brien
Apr 202 min read


Why 2026 is Different: Four Tax-Time Reminders
Tax season 2026 brings major changes to charitable deductions. We’ve broken down four essential reminders: from new AGI floors to QCD benefits: to help you keep your giving on track and tax-efficient.

Tina O'Brien
Mar 245 min read


Worth a look: Charitable gifts of real estate
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.

Tina O'Brien
Feb 123 min read
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