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A “big” inheritance may not be all financial
The Great Wealth Transfer is about more than passing assets from one generation to the next—it’s also an opportunity to pass along values. Explore how charitable giving, family conversations, donor-advised funds, and estate planning can help you create a legacy of generosity that engages future generations and extends far beyond a financial inheritance.

Lillian Xie
Aug 123 min read


Make-A-Will Month: A timely opportunity to grow legacy gifts
Make-A-Will Month is an opportunity for nonprofits to start meaningful conversations about legacy giving. With charitable bequests on the rise and the Great Wealth Transfer underway, now is the time to make planned giving more visible and accessible. Explore practical ways to engage donors, share stories, and build relationships that can sustain your mission for generations.

Kitsap Community Foundation
Aug 113 min read
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