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Business succession planning: Four questions and one word of caution
A business succession event can be one of the most significant opportunities for charitable planning. By introducing philanthropy early in the conversation, advisors can help clients potentially reduce taxes, create lasting community impact, and involve future generations in giving. Explore four key questions to ask before a business transition is underway.

Tina O'Brien
Jul 164 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


Charitable giving: Ten ways teens can get involved
Many families hope to pass down more than financial assets; they want to instill generosity, compassion, and a commitment to community. The teenage years are an ideal time to begin those conversations. Explore 10 practical ways to help teens discover the joy of giving and build lifelong habits of philanthropy and civic engagement.

Tina O'Brien
Jul 164 min read


Worthwhile watchfulness: Working with aging donors
As longtime supporters age, nonprofits may encounter situations that require extra care and attention. While most donor relationships remain straightforward, it's important to recognize potential signs of cognitive decline, undue influence, or financial exploitation. Explore five practical considerations for stewarding aging donors with empathy, respect, and sound judgment.

Kimberly Cizek Allen
Jul 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


Sudden life changes: Charitable giving can help clients get through it
Major life transitions—divorce, loss, retirement, business change—often reshape financial plans in unexpected ways. In these moments, charitable planning can help clients move from reactive decision-making to values-based action. Whether through a donor-advised, designated, or field-of-interest fund, Kitsap Community Foundation partners with advisors to turn difficult seasons into meaningful, forward-looking strategies that reflect purpose and community impact.

Tina O'Brien
Feb 112 min read


Eye on the storms: Keep giving
When life feels uncertain, it’s natural to reassess your financial plans—including charitable giving. The choice is rarely all-or-nothing. Often, the most thoughtful approach is to adjust the pace, focus, or structure of your giving so it remains both meaningful and sustainable. Kitsap Community Foundation is here to help you explore flexible options that align with your values and current circumstances.

Tina O'Brien
Feb 112 min read


Your charitable intentions: Plan to plan!
Even the most thoughtful charitable plans can drift out of sync over time as families, advisors, and priorities change. Periodic check-ins help ensure that your documents, beneficiary designations, and intentions still align. An annual review with Kitsap Community Foundation can bring clarity, peace of mind, and confidence that your giving will have lasting impact.

Tina O'Brien
Feb 112 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


Three tips for tough times
Nonprofits in our community are currently facing mounting pressures as inflation drives up operating costs, pandemic-era relief funds have expired, and demand for services continues to climb. KCF is honored to work with nonprofits to engage donors and sustain funding. This article lists strategies charities could employ during this time of transition.

Tina O'Brien
Sep 9, 20252 min read


Gifts to your fund: Breaking through the paradox of choice
Too many giving options? We simplify strategies so you can make the biggest impact.

Tina O'Brien
Feb 17, 20252 min read
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