Fund Advisor Login

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.

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.

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.

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.

Market volatility can create hesitation, but it also presents an opportunity to reframe charitable giving as a strategic and values-driven decision. By leveraging tools like appreciated stock gifts and Qualified Charitable Distributions, advisors can help clients maintain their philanthropic commitments while navigating uncertainty. With the right approach, generosity can remain a steady and impactful part of a client’s financial plan—regardless of market conditions.