investment management

The U.S. Capitol building in Washington, D.C., shown beneath a blue sky with scattered clouds.

What happens if your client wants to give government securities to charity?

When charitable planning involves noncash assets, the type of asset matters. Government securities—from Treasury bills and bonds to savings bonds—can differ significantly in transferability, valuation, and tax treatment. Explore key considerations for helping clients evaluate these assets and identify opportunities that may align with their charitable and estate planning goals.

Tina O'Brien

7 days ago3 min read

White piggy bank wearing glasses faces a calculator on a pink background, suggesting budgeting or savings.

Kitsap Community Foundation Seeks Investment Management Partner

Kitsap Community Foundation is seeking proposals from qualified investment management firms to oversee $13.7 million in charitable assets. Proposals due July 10, 2026.

Lee Harper

Jun 171 min read