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Reading roundup: What’s worth a skim to stay up to date on charitable planning
From tech wealth and business exits to complex assets, QCDs, and donor-advised funds, charitable planning opportunities are showing up across the financial landscape. Explore nine recent articles highlighting trends advisors should be watching—and why thoughtful conversations about what, when, and how clients give can help turn financial opportunities into meaningful charitable plans.

Tina O'Brien
5 days ago5 min read


From private foundation to donor-advised fund: A five-point checklist
Private foundations can create meaningful family legacies, but over time, administrative responsibilities and changing family dynamics may make another approach worth considering. Explore how transitioning to a donor-advised fund at Kitsap Community Foundation can help families simplify charitable giving, involve future generations, and continue supporting the causes they care about.

Lillian Xie
5 days ago3 min read


You say it's our DAF Day? It's your DAF Day too!
DAF Day, October 8, is a timely reminder to make sure your donors know they can support your mission through a donor-advised fund. You don't need to become a DAF expert, just three simple tips to make giving easy and keep the focus on your mission.

Kitsap Community Foundation
Sep 83 min read


Bunching charitable gifts, year-end, and getting ahead
Year-end planning season is approaching, making now an ideal time to revisit charitable strategies with clients. From bunching contributions through a donor-advised fund to gifts of appreciated securities and Qualified Charitable Distributions, proactive planning can help clients maximize tax benefits while supporting their philanthropic goals.

Tina O'Brien
Aug 173 min read


Highs and lows: Reminding clients about stock gifts
Gifting appreciated stock can offer significant tax advantages, but clients may be surprised by how their charitable deduction is calculated. For publicly traded securities, fair market value is generally based on the average of the day's high and low prices—not the closing price. Learn what advisors and clients should know about stock valuation, timing, and charitable gifts.

Tina O'Brien
Aug 173 min read


A “big” inheritance may not be all financial
The Great Wealth Transfer is about more than passing assets from one generation to the next—it’s also an opportunity to pass along values. Explore how charitable giving, family conversations, donor-advised funds, and estate planning can help you create a legacy of generosity that engages future generations and extends far beyond a financial inheritance.

Lillian Xie
Aug 123 min read


From success to significance: Opportunities after a major financial milestone
Life's biggest milestones can be an opportunity to reflect on what matters most. Whether you're approaching retirement, selling a business, receiving an inheritance, or experiencing another major financial event, thoughtful charitable planning can turn a moment of success into lasting impact. Explore ways to prepare your philanthropy before—or after—a significant milestone.

Lillian Xie
Aug 123 min read


Early birds, “bunching,” and planning for year-end
Year-end giving may feel far away, but now is the time to review your 2026 charitable plans. With changes to charitable deduction rules, strategies like “bunching” may help maximize tax benefits while maintaining consistent support for the causes you care about. Learn how a donor-advised fund can make this approach even more flexible.

Tina O'Brien
Aug 122 min read


Worth a read: Charitable planning trends
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.

Tina O'Brien
Jul 162 min read


Closer to home: Steps to move your donor-advised fund to Kitsap Community Foundation
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.

Lillian Xie
Jul 163 min read


Unlocking the mystery: Three ways to build relationships with donor-advised fund holders
Donor-advised funds (DAFs) are becoming an increasingly important part of modern philanthropy, yet many nonprofits remain unsure how to engage these donors. Learn three practical strategies to strengthen relationships with DAF donors, improve stewardship, and better position your organization to benefit from this growing charitable giving tool.

Kitsap Community Foundation
Jul 93 min read


2025 Was a Record Year for Giving: Here's What It Means for Kitsap Nonprofits
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.

Kimberly Cizek Allen
Jul 96 min read


All that and more: Your donor-advised fund may surprise you
A donor-advised fund is more than a charitable giving account – it’s a flexible tool that can adapt to life’s milestones, support tax-efficient giving, and engage future generations in philanthropy. At Kitsap Community Foundation, donor-advised funds combine administrative simplicity with personalized local expertise, helping donors maximize their impact while supporting the causes and community they care about most.

Lillian Xie
Jun 92 min read


“Nice to meet you”: Introducing your advisors to the Kitsap Community Foundation team
Your attorney, CPA, and financial advisor each bring valuable expertise to your planning process—but charitable giving often benefits from a dedicated philanthropic partner, too. By connecting your advisors with Kitsap Community Foundation, you can create a more coordinated approach to achieving your financial, estate, and charitable goals while maximizing your impact in the community.

Tina O'Brien
Jun 92 min read


Step by step, it starts with “love of humanity”
Philanthropy is personal, and there’s no single “right” way to give. This month, we’re exploring how Kitsap Community Foundation helps donors connect their values, life experiences, and charitable goals to create lasting impact in our community. From donor-advised funds to legacy giving, we’re here to help you build a giving strategy that reflects what matters most to you.

Tina O'Brien
May 74 min read


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


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
Apr 163 min read


Why 2026 is Different: Four Tax-Time Reminders
Tax season 2026 brings major changes to charitable deductions. We’ve broken down four essential reminders: from new AGI floors to QCD benefits: to help you keep your giving on track and tax-efficient.

Tina O'Brien
Mar 245 min read


Building Your Charitable Plan, Brick by Brick
Don’t let "decision fatigue" stop your generosity. Learn how to shift from intention to action by building your charitable plan one step at a time with the help of Kitsap Community Foundation.

Tina O'Brien
Mar 244 min read
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