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Since the SECURE Act ended the traditional “stretch IRA,” advisors and clients alike are looking for new ways to preserve wealth and fulfill charitable intentions. Kitsap Community Foundation can help you explore options like charitable remainder trusts and donor-advised funds to create flexible, tax-smart strategies that balance family legacy with meaningful community impact.

Balance inheritance with philanthropy. KCF helps structure estate plans that foster independence and community impact.

Preventing client attrition across generations.