complex assets | kcf-live

Laptop beside graph notebook and colorful sticky notes reading urgent, reply, deadline on a wooden desk.

It's a whirlwind: Sorting through year-end charitable giving tips

Year-end giving advice is everywhere, but which decisions really deserve your attention? Here are five action steps to help you cut through the noise and give with purpose.

Tina O'Brien

Oct 154 min read

Divorce papers on a wooden table with a pen, a wedding ring, and a pink sticky note reading “Sign here.”

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

Gifts of hard-to-value assets: Worth the effort

Donors may want to give more than just cash or stocks—think real estate, closely-held stock, or even cryptocurrency.

Tina O'Brien

Mar 24, 20252 min read