Fund Advisor Login

Charitable gift annuities (CGAs) and charitable remainder trusts (CRTs) can help clients create income streams while supporting charitable causes. While both strategies offer tax and philanthropic benefits, they differ significantly in complexity, flexibility, and ideal use cases. Explore six frequently asked questions to help guide client conversations and determine which option may fit their goals.

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.

The IRS Form 990 is more than a tax filing—it’s a valuable tool for demonstrating transparency, accountability, and mission impact. As proposed federal changes place greater attention on nonprofit reporting, organizations have an opportunity to strengthen donor confidence and showcase strong governance. Kitsap Community Foundation is here to help nonprofits navigate evolving expectations and communicate their impact effectively.

While advisors may already be familiar with recent tax law changes, many clients are just beginning to understand their impact. With new deduction floors, caps, and opportunities for non-itemizers, thoughtful planning matters more than ever. Even simple conversations about charitable strategies can help clients navigate complexity with confidence.

Charitable lead annuity trusts (CLATs) are complex but increasingly relevant, especially in light of recent IRS guidance suggesting added flexibility. For the right client—particularly those with appreciating assets and estate tax exposure—a CLAT can support charitable goals while enabling efficient wealth transfer.

Tax season 2026 brings major changes to charitable deductions. We’ve broken down four essential reminders: from new AGI floors to QCD benefits: to help you keep your giving on track and tax-efficient.

Recent IRS rulings emphasize that "good intentions" aren't enough for charitable deductions. We review the Gibson and Milk cases to help advisors ensure their clients' gifts meet strict substantiation and mission-drift requirements.

Tax season 2026 brings new rules for itemizers, "above-the-line" deductions, and QCDs. Learn how these changes impact your donors and how Kitsap Community Foundation can help you navigate these conversations.

A late-2025 change in USPS postmark procedures created unexpected complications for year-end charitable deductions. Because the IRS relies on postmark dates to substantiate mailed gifts, some contributions intended for 2025 may be treated as 2026 gifts. Advisors can help clients preserve documentation, shift to electronic giving methods, and consider tools such as donor-advised funds to reduce timing risk in future years.

Warm/professional excerpt: As the year comes to a close, many donors are revisiting what qualifies as a tax-deductible gift. The Kitsap Community Foundation can help you navigate the distinctions between nonprofit and tax-exempt organizations so your giving is both effective and aligned with your goals. Whether or not your contributions qualify for a deduction, what matters most is the good they do in our community.

Advisors can help business-owner clients make a greater impact—and reduce taxes—by donating shares of a closely held company to a donor-advised fund before a sale, called a charitable exit. Kitsap Community Foundation partners with advisors to structure these gifts, ensuring compliance, maximizing benefits, and supporting meaningful philanthropy that lasts well beyond the transaction.

Fundraising event tickets and donor-advised funds: Avoid IRS pitfalls! Learn how to navigate tricky rules for charitable events.