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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
4 days ago3 min read


Beyond the will: Why "estate planning" matters and what to do about it
A will is only one piece of an estate plan. National Estate Planning Awareness Week gives nonprofits another, different, opportunity to talk with donors about legacy giving. Here's a simple five-point plan to make the most of the week without needing a formal planned giving program.

Kitsap Community Foundation
Sep 84 min read
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