top of page
Search


Planning for clients’ incapacity: Why charitable intentions matter
As incapacity becomes more common, clearly documenting a client’s charitable intentions is essential to preserving their values and preventing future disputes. Kitsap Community Foundation supports advisors by offering guidance on bequest language, incapacity-ready giving instructions, and aligning intentions across estate documents. Our team is here to help ensure clients’ philanthropic goals remain protected, understood, and honored—even through periods of diminished capacit

Tina O'Brien
3 days ago2 min read


A key to client retention: Consider charitable planning
Retaining client families through generational transitions is a challenge for many advisors, especially after a client passes away. Philanthropy offers a meaningful pathway to engage heirs, open conversations about values and legacy, and strengthen long-term relationships. Kitsap Community Foundation can help you support multigenerational families with tools, guidance, and facilitated discussions that deepen connection and preserve continuity for years to come.

Tina O'Brien
3 days ago2 min read


No kids? Three calls-to-action for charitable planning
For individuals without children, charitable planning offers a thoughtful way to create lasting impact. KCF can help you craft a strategy that reflects your values, supports the causes you love, and involves family or successor advisors as desired. We’re honored to guide you in building a meaningful legacy.

Jo Delaney
5 days ago2 min read


Countdown to 2026: 10 tips for charitable giving
As 2025 draws to a close, now is the time to review your charitable strategy before next year’s deduction changes. Bunching gifts, using donor-advised funds, giving appreciated stock, and exploring QCDs can all support your goals. Our team at KCF is honored to help you plan wisely for year-end and beyond.

Tina O'Brien
Dec 52 min read


Strengthening your year-end appeal: Cut-and-paste messages
As year-end approaches, your final donor message is a powerful opportunity to inspire support for today’s priorities and your organization’s future. By showing donors the full range of ways they can give, demonstrating impact, and offering clear paths to contribute before December 31, you can close 2025 with confidence. KCF is here to help every step of the way.

Tina O'Brien
Dec 52 min read


Donor-advised funds: Flexible, tax-friendly, and just the beginning
For advisors guiding clients through charitable and financial planning, a donor-advised fund at Kitsap Community Foundation offers unmatched flexibility. Beyond simplifying annual giving, it can serve as the foundation of a comprehensive charitable portfolio—integrating tax planning, legacy strategies, and local impact. Partner with our team to ensure your clients’ generosity endures for generations.

Lillian Xie
Nov 62 min read


Donor-advised funds: Bunching, abundance, and flexibility
A donor-advised fund at Kitsap Community Foundation offers a flexible, tax-savvy way to organize your giving and plan for the future. In 2025, with new tax law changes ahead, it’s the perfect time to consider “bunching” your contributions, expanding your charitable portfolio, or establishing a legacy fund. Our team is here to help you make the most of your philanthropy today and for generations to come.

Tina O'Brien
Nov 62 min read


Urgent needs, tax law changes, and charitable giving opportunities
Across our region, nonprofits are working tirelessly to meet growing needs during times of uncertainty. Kitsap Community Foundation partners with you to highlight impact, engage donor-advised fund holders, and connect giving to timely tax advantages—all to ensure your organization stays strong and ready to serve our community, today and in the future.

Jo Delaney
Nov 42 min read


Three clients. Three solutions. One common theme in tax planning.
As year-end approaches, charitable giving remains one of the most effective tools for both generosity and tax efficiency. Kitsap Community Foundation partners with advisors to help clients like Emily, Jonathan, and Margaret turn assets—whether appreciated stock, IRA distributions, or front-loaded gifts—into meaningful impact for the community they love.

Kitsap Community Foundation
Oct 193 min read


Two reasons to celebrate charitable giving*
October is full of opportunities to engage clients in meaningful giving conversations. From DAF Day to National Estate Planning Week, Kitsap Community Foundation is here to support you and your clients with local expertise, personalized strategies, and tools to build lasting impact.

Tina O'Brien
Oct 183 min read


Balancing immediate and long-term support for your favorite community causes
At Kitsap Community Foundation, we help donors design charitable plans that reflect both their values and their vision—whether that means supporting favorite causes today or building a legacy for the future. Our team can help you explore giving strategies and fund structures that align with your goals, from donor-advised and designated funds to endowments and estate designations. Together, we’ll create a plan that ensures your philanthropy continues to make a difference for y

Lillian Xie
Oct 173 min read


Donor-advised funds: So much to celebrate
October 9 marks DAF Day 2025—a perfect time to explore donor-advised funds at Kitsap Community Foundation. Enjoy the same benefits as national firms plus local expertise, tailored guidance, and a deep understanding of our region’s needs. Let’s make your giving go further, together.

Lillian Xie
Oct 172 min read


Lean on us: Five reasons to call Kitsap Community Foundation
In today’s changing economy and tax landscape, thoughtful planning is essential for effective charitable giving. Whether you’re addressing year-end strategies, considering a complex asset gift, or updating your estate plan, Kitsap Community Foundation offers flexible tools and trusted guidance to help you achieve both financial and philanthropic goals.

Tina O'Brien
Sep 143 min read


Good news about donor-advised funds
While donor-advised funds sometimes raise concerns among nonprofits, they can play a valuable role in sustaining charitable support. Dollars in these funds are already dedicated to philanthropy, and their flexibility often encourages donors to give more consistently—and even at higher levels—over time.

Lillian Xie
Sep 92 min read


Quiet types: Spotting clients who prefer to give anonymously
At Kitsap Community Foundation, we’re dedicated to helping your clients achieve their charitable goals. We’re honored to serve as your trusted resource for tax-efficient giving strategies, help your clients maximize their charitable impact, and support your clients as they build lasting philanthropic legacies.

Lillian Xie
Aug 282 min read


Donors want to know: “Can I sponsor your event through my donor-advised fund?”
Events like galas and golf tournaments are great for fundraising and community-building—but special rules apply when donor-advised funds are involved. Donors can’t use their fund dollars for tickets, meals, or sponsorships that come with more than “incidental benefits.” They can, however, support your event by making gifts without perks and still be recognized. The community foundation is here to help you navigate the rules.

Lillian Xie
Aug 241 min read


Easier than you might think: Moving a donor-advised fund to Kitsap Community Foundation
Learn how to transfer donor-advised funds easily while enhancing service and local impact.

Tina O'Brien
Jun 173 min read


A happier alternative? Moving from a private foundation to a donor-advised fund
See why more families are moving from private foundations to donor-advised funds—and how Kitsap Community Foundation makes the transition simple and strategic.

Tina O'Brien
May 293 min read


Weighing the options: Private foundation or donor-advised fund?
When advising clients on charitable giving, understanding the real differences between donor-advised funds and private foundations is key. We help debunk common myths and offer practical guidance to help structure giving strategies that align with your clients’ financial and philanthropic goals.

Tina O'Brien
Apr 304 min read


“Thanks, but …”: The hidden cost of small gifts to your favorite charities
KCF can help you structure a giving plan that is a win-win for both you and the causes you love.

Lillian Xie
Mar 253 min read
bottom of page
