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If you’re thinking that, consider this: Charitable giving ideas for year-end
With new charitable tax rules taking effect in 2026, how and when you give matters. Here are five “if you’re thinking this, consider that” ideas, plus where to find seven more.

Tina O'Brien
1 day ago4 min read


High fives for IRAs, QCDs, and charitable planning
IRAs and other retirement accounts can be powerful charitable planning tools, but the rules can be confusing. Here are five things to know about QCDs and retirement assets, plus a bonus.

Tina O'Brien
Oct 154 min read


Cultivating the "big bequest": Paving the way for a bright future
That transformational bequest that seems to come out of nowhere? Chances are, the seeds were planted years earlier. Here’s how to engage donors at every level, make endowment giving feel accessible, and keep legacy giving visible.

Kitsap Community Foundation
Oct 124 min read


Estate planning: Go beyond the thirteen magic words
Planning for the future means thinking about more than wills, trusts, and financial accounts. Your charitable intentions deserve a place in the conversation, too. Learn how documenting your giving goals early can provide clarity for family and advisors, preserve flexibility as circumstances change, and create a roadmap for carrying your generosity forward.

Tina O'Brien
Sep 153 min read


Estate planning: More than just a will
A thoughtful estate plan involves more than creating a will. From beneficiary designations and retirement accounts to trusts and charitable funds, each piece should work together to reflect your wishes. In recognition of National Estate Planning Awareness Week, explore ways to incorporate charitable giving into a plan that supports the people, causes, and community you care about.

Tina O'Brien
Sep 153 min read


Backdrop required: Informing your work with charitable clients
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.

Tina O'Brien
Jul 162 min read


Checking in on your charitable plan
Your charitable giving plan should evolve as your life does. As family priorities, financial circumstances, and community needs change, it's worth taking time to revisit your philanthropic goals. Learn five questions to help ensure your giving continues to reflect your values and maximize your impact.

Tina O'Brien
Jul 163 min read


Good news keeps coming: Retirement plans and charitable giving
Qualified Charitable Distributions (QCDs) continue to be a powerful planning tool for charitable clients age 70½ and older. By directing IRA assets to charity, clients can satisfy RMD requirements, reduce taxable income, and support causes they care about. Learn how QCDs work, recent legislative developments, and three ways Kitsap Community Foundation can help clients maximize their impact.

Tina O'Brien
Jun 93 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


Rethinking legacy: Balancing gifts to heirs with the community’s future
Estate planning is about more than passing down wealth — it’s about shaping the legacy you want to leave behind. As more families rethink traditional inheritance strategies, many are turning toward intentional local philanthropy, hands-on community involvement, and charitable planning tools that reflect their values. Kitsap Community Foundation is here to help you and your advisors build a plan that supports both your loved ones and the future of our region.

Tina O'Brien
May 72 min read


Beyond the donor: Engaging advisors in stewardship
More donors are integrating charitable giving into broader financial and estate plans with guidance from trusted advisors. For nonprofits, this means communications must resonate beyond the donor alone. Clear messaging about impact, governance, and stewardship—paired with readiness to accept non-cash gifts—builds advisor confidence and helps advised donors move forward with generosity and purpose.

Lillian Xie
Feb 52 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
Dec 9, 20252 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
Dec 7, 20252 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 18, 20253 min read


Leverage National Estate Planning Awareness Week, October 20-26th
This October, during National Estate Planning Awareness Week (October 20–26), take a few minutes to see how easy it can be for donors to create a will and include your organization in their plans. Through KCF’s partnership with FreeWill, local nonprofits have already secured more than $5 million in future gifts—ensuring vital missions continue for generations. Visit www.freewill.com/kitsapfoundation
for tools and templates to help you share this opportunity with your support

Tina O'Brien
Oct 13, 20252 min read


Make-A-Will Month: Opportunities to grow your endowment
Every August, National Make-A-Will Month sparks important conversations about planning for the future. For nonprofits, it’s a chance to encourage donors to complete or update estate plans, explore legacy giving, and highlight the power of endowment gifts. By connecting wills with lasting impact, you can inspire supporters to include your mission in their plans—helping sustain your work for generations to come.

Tina O'Brien
Aug 24, 20253 min read


Estate tax planning: What’s your next move?
Prepare your clients for estate tax changes. Explore strategies like charitable IRA gifts to optimize wealth transfer plans amid uncertainty

Kitsap Community Foundation
Dec 12, 20242 min read


Looking ahead: Charitable planning techniques on the horizon
Stay ahead of the curve with insights on election impacts, giving trends, and key dates for your clients' charitable planning!

Kitsap Community Foundation
Sep 23, 20242 min read


Closely-held stock is having a moment
Gifts of closely-held stock are on the rise. Learn how they can help your clients achieve charitable goals and minimize estate taxes!

Kitsap Community Foundation
Sep 23, 20242 min read


Not even the kitchen sink: Giving your house to charity is worth exploring
Consider gifting your home to Kitsap Community Foundation this Make-A-Will Month. Discover how your home can benefit the community!

Kitsap Community Foundation
Aug 15, 20243 min read
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