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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
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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