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Estate planning: Go beyond the thirteen magic words
Planning for the future means thinking about more than wills, trusts, and financial accounts. Your charitable intentions deserve a place in the conversation, too. Learn how documenting your giving goals early can provide clarity for family and advisors, preserve flexibility as circumstances change, and create a roadmap for carrying your generosity forward.

Tina O'Brien
Sep 153 min read


From private foundation to donor-advised fund: A five-point checklist
Private foundations can create meaningful family legacies, but over time, administrative responsibilities and changing family dynamics may make another approach worth considering. Explore how transitioning to a donor-advised fund at Kitsap Community Foundation can help families simplify charitable giving, involve future generations, and continue supporting the causes they care about.

Lillian Xie
Sep 153 min read


Estate planning: More than just a will
A thoughtful estate plan involves more than creating a will. From beneficiary designations and retirement accounts to trusts and charitable funds, each piece should work together to reflect your wishes. In recognition of National Estate Planning Awareness Week, explore ways to incorporate charitable giving into a plan that supports the people, causes, and community you care about.

Tina O'Brien
Sep 153 min read


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


Keeping score: Simple tips for tracking planned giving activities
Measuring planned giving success doesn't mean waiting years for a bequest to arrive. By tracking meaningful donor conversations, documented intentions, stewardship, and other relationship-building activities, nonprofits can see progress long before a gift is realized. Learn how a few simple metrics can help strengthen your planned giving program and build lasting donor relationships.

Kitsap Community Foundation
Aug 113 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


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


Checking in on your charitable plan
Your charitable giving plan should evolve as your life does. As family priorities, financial circumstances, and community needs change, it's worth taking time to revisit your philanthropic goals. Learn five questions to help ensure your giving continues to reflect your values and maximize your impact.

Tina O'Brien
Jul 163 min read


Good news keeps coming: Retirement plans and charitable giving
Qualified Charitable Distributions (QCDs) continue to be a powerful planning tool for charitable clients age 70½ and older. By directing IRA assets to charity, clients can satisfy RMD requirements, reduce taxable income, and support causes they care about. Learn how QCDs work, recent legislative developments, and three ways Kitsap Community Foundation can help clients maximize their impact.

Tina O'Brien
Jun 93 min read


A moment to meet: Philanthropy’s crucial role
“Meeting the moment” means responding to today’s most pressing community needs while keeping long-term impact in mind. Many donors are taking a flexible, portfolio-based approach to philanthropy that balances immediate support, future legacy planning, and investments in community resilience. Kitsap Community Foundation helps donors create giving strategies that adapt to changing needs while strengthening our region for generations to come.

Kitsap Community Foundation
Jun 93 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


Business Succession Planning: Building a Family Legacy Through Philanthropy
A business sale is more than a financial event—it’s a personal transition. Learn how strategic philanthropy and donor-advised funds can serve as a "bridge" to maintain family unity and community identity during succession.

Tina O'Brien
Mar 234 min read


Sudden life changes: Charitable giving can help clients get through it
Major life transitions—divorce, loss, retirement, business change—often reshape financial plans in unexpected ways. In these moments, charitable planning can help clients move from reactive decision-making to values-based action. Whether through a donor-advised, designated, or field-of-interest fund, Kitsap Community Foundation partners with advisors to turn difficult seasons into meaningful, forward-looking strategies that reflect purpose and community impact.

Tina O'Brien
Feb 112 min read


Eye on the storms: Keep giving
When life feels uncertain, it’s natural to reassess your financial plans—including charitable giving. The choice is rarely all-or-nothing. Often, the most thoughtful approach is to adjust the pace, focus, or structure of your giving so it remains both meaningful and sustainable. Kitsap Community Foundation is here to help you explore flexible options that align with your values and current circumstances.

Tina O'Brien
Feb 112 min read


Your charitable intentions: Plan to plan!
Even the most thoughtful charitable plans can drift out of sync over time as families, advisors, and priorities change. Periodic check-ins help ensure that your documents, beneficiary designations, and intentions still align. An annual review with Kitsap Community Foundation can bring clarity, peace of mind, and confidence that your giving will have lasting impact.

Tina O'Brien
Feb 112 min read


Get peace of mind: Create your Free Will now
The new year inspires reflection and planning, making it an ideal moment to help donors and volunteers protect what matters most. Through Kitsap Community Foundation’s free will-creation tool, your community can create or update a will in just 20 minutes. It’s a simple, supportive way to offer peace of mind while strengthening long-term well-being and charitable impact.

Tina O'Brien
Jan 152 min read


Case study: A QCD conversion in action
Qualified Charitable Distributions can be powerful for clients 70½+, but the rules can be confusing—especially around donor-advised funds. KCF helps advisors and clients understand which fund types qualify for QCDs and how to structure gifts that reduce taxable income while honoring charitable intent. With collaborative planning, QCDs become a clear, compliant, and meaningful giving strategy.

Tina O'Brien
Jan 75 min read


Keep going: Why donor-advised funds are still essential
Even with the 0.5% floor and 35% cap now in effect, donor-advised funds remain a highly relevant planning tool. KCF’s DAFs provide flexibility, local expertise, and meaningful opportunities for impact—helping clients align timing, strategy, and community priorities. For advisors, DAFs continue to support long-term, holistic planning and values-driven philanthropy.

Tina O'Brien
Jan 72 min read
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