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Wake up call: OBBBA changes and client conversations
While advisors may already be familiar with recent tax law changes, many clients are just beginning to understand their impact. With new deduction floors, caps, and opportunities for non-itemizers, thoughtful planning matters more than ever. Even simple conversations about charitable strategies can help clients navigate complexity with confidence.

Tina O'Brien
May 53 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


Trust matters: Your clients’ go-to resource for community impact
Trust is at the foundation of your client relationships, and the team at Kitsap Community Foundation feels the same way about our relationship with you, your clients, our region’s nonprofits, and the community we serve. Learn more about why Kitsap Community Foundation is such a trusted source for all things charitable giving.

Lillian Xie
Apr 30, 20252 min read
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