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Gifting appreciated stock can offer significant tax advantages, but clients may be surprised by how their charitable deduction is calculated. For publicly traded securities, fair market value is generally based on the average of the day's high and low prices—not the closing price. Learn what advisors and clients should know about stock valuation, timing, and charitable gifts.

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.

Giving reached a record $617.2 billion in 2025, but the real story lies beneath the headline. Rising bequests, the growth of donor-advised funds, and the beginning of the Great Wealth Transfer are reshaping philanthropy. Learn what these national trends mean for Kitsap nonprofits, and the practical steps organizations can take today to strengthen fundraising for the future.

Market volatility can create hesitation, but it also presents an opportunity to reframe charitable giving as a strategic and values-driven decision. By leveraging tools like appreciated stock gifts and Qualified Charitable Distributions, advisors can help clients maintain their philanthropic commitments while navigating uncertainty. With the right approach, generosity can remain a steady and impactful part of a client’s financial plan—regardless of market conditions.