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IPOs and charitable clients: Three scenarios for impact
An IPO or other liquidity event can create significant charitable planning opportunities. Whether your client is a founder, employee, or investor, early planning can help maximize philanthropic impact while addressing tax and estate considerations. Explore three common scenarios where charitable planning can add value before shares are sold.

Tina O'Brien
Jul 163 min read


Split-interest charitable gifts: Need-to-know FAQs
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.

Tina O'Brien
Jun 93 min read


Getting creative: Noncash assets and the charitable planning conversation
Charitable planning doesn’t have to stop at cash and stock. From classic cars and boats to RVs and private collections, noncash assets can present unique opportunities for clients to simplify their estates, potentially reduce taxes, and support the causes they care about. Learn four key considerations for helping clients turn passion assets into lasting community impact.

Tina O'Brien
Jun 93 min read


The Great Wealth Transfer: Will wishes really come true?
The Great Wealth Transfer is already beginning to shape philanthropy, even if it isn’t always visible through major gifts alone. More donors are exploring legacy giving, donor-advised funds, gifts of appreciated assets, and multigenerational philanthropy. Kitsap Community Foundation helps nonprofits prepare for these opportunities through endowment services, support for complex gifts, and planned giving resources that strengthen long-term sustainability.

Tina O'Brien
Jun 82 min read


Rethinking legacy: Balancing gifts to heirs with the community’s future
Estate planning is about more than passing down wealth — it’s about shaping the legacy you want to leave behind. As more families rethink traditional inheritance strategies, many are turning toward intentional local philanthropy, hands-on community involvement, and charitable planning tools that reflect their values. Kitsap Community Foundation is here to help you and your advisors build a plan that supports both your loved ones and the future of our region.

Tina O'Brien
May 72 min read


Step by step, it starts with “love of humanity”
Philanthropy is personal, and there’s no single “right” way to give. This month, we’re exploring how Kitsap Community Foundation helps donors connect their values, life experiences, and charitable goals to create lasting impact in our community. From donor-advised funds to legacy giving, we’re here to help you build a giving strategy that reflects what matters most to you.

Tina O'Brien
May 74 min read


From Volunteering to Legacy Giving: Building Your Future Donor Base
Today’s volunteers, especially younger generations, are already demonstrating a strong commitment to community impact. By helping them connect their time with financial support, nonprofits can build a natural pathway from service to giving. With the right engagement strategies, volunteers can evolve into consistent donors, and over time, become legacy supporters who help sustain your mission for years to come.

Tina O'Brien
Apr 75 min read


Legacy, Stewardship, and Planned Giving: Let's Get Clear on the Terms
Jargon like "planned giving" and "stewardship" can be confusing for donors and board members. We break down these key charitable terms to help you build clearer, stronger relationships with your supporters in our area.

Tina O'Brien
Mar 232 min read


Worth a look: Charitable gifts of real estate
As wealth increasingly shifts through appreciated real estate, charitable planning will involve more non-cash assets. While gifts of property require careful structuring and documentation, they can offer significant tax advantages and convert illiquid assets into lasting community impact. With proper coordination, real estate can become a flexible and meaningful tool for philanthropic planning.

Tina O'Brien
Feb 123 min read


Postmarks, rule changes, and remedies for clients’ 2025 charitable gifts
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.

Tina O'Brien
Feb 123 min read


Leverage National Estate Planning Awareness Week, October 20-26th
This October, during National Estate Planning Awareness Week (October 20–26), take a few minutes to see how easy it can be for donors to create a will and include your organization in their plans. Through KCF’s partnership with FreeWill, local nonprofits have already secured more than $5 million in future gifts—ensuring vital missions continue for generations. Visit www.freewill.com/kitsapfoundation
for tools and templates to help you share this opportunity with your support

Tina O'Brien
Oct 13, 20252 min read


On repeat: How recurring donations can inspire legacy gifts
Monthly donors are loyal, generous—and full of potential. Discover how recurring giving can strengthen your nonprofit’s financial future and legacy pipeline.

Lillian Xie
Jul 30, 20252 min read


Tax laws, what’s pending, and charitable giving solutions
Tax legislation is changing fast—but your giving strategy doesn’t have to get lost in the noise. Learn what’s proposed and how Kitsap Community Foundation can help you plan ahead.

Tina O'Brien
Jun 17, 20253 min read


Giving later and now: Make an impact even before your legacy gift
Many legacy donors discovered that giving while living is a wonderful way to get involved and make a difference now, in addition to later.

Tina O'Brien
Mar 25, 20252 min read


Peace of mind for those you care about
Create or update your will today to ensure your legacy supports the causes you cherish.

Tina O'Brien
Feb 17, 20251 min read


Engaging minds and hearts is crucial to attract legacy gifts
Discover how emotional engagement and practical tools can inspire donors to leave a legacy gift that lasts for generations.

Tina O'Brien
Jan 8, 20252 min read
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