communications | kcf-live

Overhead view of two people typing on separate laptops at a shared desk, with a pen placed between them, suggesting collaboration or teamwork.

Transferring a private foundation? Remind clients to communicate

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

5 days ago3 min read

A close-up of a person adjusting a black wristwatch on their wrist, with the watch face and metal details in sharp focus against a softly blurred background.

Charitable giving: Timing, timing, timing

While impact stories explain why giving matters, timing often determines when donors act. Life events, tax planning, and moments of urgency all influence readiness to give. By aligning your communications with these natural decision points—and reducing friction around how to give—nonprofits can build trust, support donor decision-making, and strengthen fundraising efforts in 2026 and beyond.