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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
Back to school: Expanding support for education
It’s time for back-to-school planning! If education is on your mind, you’re in good company. Charitable giving to education rose in 2024 to more than $58 billion! If education and related causes are important to you, Kitsap Community Foundation can help.
Lillian Xie
Aug 272 min read
Field-of-interest and designated funds could be your year-end friends
As year-end approaches, consider exploring field-of-interest and designated funds to maximize your charitable impact and tax benefits.
Kitsap Community Foundation
Oct 22, 20242 min read
Getting creative: Three ways to support education
Support education through KCF with scholarships, designated funds, or field-of-interest funds. Make a lasting impact this graduation season!
Kitsap Community Foundation
May 29, 20242 min read
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