charitable strategies

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Serving charitable clients: Dual strategies emerge

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

Tina O'Brien

Apr 163 min read

A woman and child looking playful, with the woman in the child's arms, both are wearing white and beige on a neutral, blurred background.

Underappreciated and overlooked: Why life insurance matters to charitable giving

Even when a life insurance policy is no longer needed for its original purpose, it can still create meaningful charitable impact. Whether you name a fund at KCF as the beneficiary, transfer ownership of an existing policy, or explore more advanced planning strategies, life insurance can offer flexibility, tax benefits, and long-term support for the causes you care about. The KCF team is here to help you evaluate your options.

Tina O'Brien

Jan 72 min read

Navigating multiple charitable strategies for ultra high net worth families

Help ultra high net worth families achieve their philanthropic goals. Discover why donor-advised funds are a smart strategy.

Kitsap Community Foundation

Nov 20, 20242 min read