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Reading roundup: What’s worth a skim to stay up to date on charitable planning
From tech wealth and business exits to complex assets, QCDs, and donor-advised funds, charitable planning opportunities are showing up across the financial landscape. Explore nine recent articles highlighting trends advisors should be watching—and why thoughtful conversations about what, when, and how clients give can help turn financial opportunities into meaningful charitable plans.

Tina O'Brien
5 days ago5 min read


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
5 days ago3 min read


Worth a read: Moving from charitable transactions to charitable strategy
The most effective charitable planning goes beyond one-time tax strategies. Increasingly, clients want their wealth to reflect their values, family priorities, and long-term legacy. Explore four recent articles highlighting why advisors should make philanthropy an ongoing part of financial and estate planning conversations—and the opportunities that approach can create.

Lillian Xie
Aug 172 min read


Bunching charitable gifts, year-end, and getting ahead
Year-end planning season is approaching, making now an ideal time to revisit charitable strategies with clients. From bunching contributions through a donor-advised fund to gifts of appreciated securities and Qualified Charitable Distributions, proactive planning can help clients maximize tax benefits while supporting their philanthropic goals.

Tina O'Brien
Aug 173 min read


From success to significance: Opportunities after a major financial milestone
Life's biggest milestones can be an opportunity to reflect on what matters most. Whether you're approaching retirement, selling a business, receiving an inheritance, or experiencing another major financial event, thoughtful charitable planning can turn a moment of success into lasting impact. Explore ways to prepare your philanthropy before—or after—a significant milestone.

Lillian Xie
Aug 123 min read


Backdrop required: Informing your work with charitable clients
Effective charitable planning requires more than technical expertise—it requires understanding the broader philanthropic landscape. Explore three key trends shaping charitable giving, from the growth of the nonprofit sector to evolving planning tools and increasing client expectations for integrated philanthropic advice.

Tina O'Brien
Jul 162 min read


Closer to home: Steps to move your donor-advised fund to Kitsap Community Foundation
A donor-advised fund can simplify charitable giving, but where your fund is held matters. If you're looking for deeper local connections, philanthropic guidance, and greater community impact, transferring your donor-advised fund to Kitsap Community Foundation may be easier than you think. Learn how the process works in seven simple steps.

Lillian Xie
Jul 163 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


What type of donor are you? Finding your philanthropic profile
No two donors are exactly alike. Some give wherever needs arise, some focus on measurable impact, and others are building long-term charitable legacies. Kitsap Community Foundation works with donors at every stage of their philanthropic journey, helping individuals and families create giving strategies that reflect their values, goals, and vision for the Kitsap community.

Lillian Xie
May 73 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


Calling it splits: What happens to charitable assets in a divorce?
For many couples, philanthropy reflects shared values, but in the event of divorce, it can introduce unexpected complexity. From community property rules to questions of control over charitable funds, proactive and collaborative planning is key. Engaging both partners early helps protect both financial outcomes and long-term philanthropic intent.

Tina O'Brien
May 52 min read


Deepening your impact in times of need
Nonprofits play a vital role in sustaining the quality of life across our communities, especially during times of economic uncertainty when needs often increase. By taking a strategic approach to philanthropy—whether through direct support, flexible grantmaking, or legacy planning—donors can ensure their giving addresses both immediate challenges and long-term impact. Partnering with Kitsap Community Foundation offers a way to strengthen community resilience while staying con

Lillian Xie
Apr 203 min read


Charitable giving, due diligence, and how KCF can help
With so many worthy causes and organizations, it’s natural for donors to feel uncertain about where their giving can make the greatest impact. By providing local insight, due diligence, and strategic guidance, Kitsap Community Foundation helps donors move forward with confidence. The result is a more thoughtful, informed approach to philanthropy—one that aligns with personal values and creates meaningful, lasting change.

Tina O'Brien
Apr 202 min read


Serving charitable clients: Dual strategies emerge
As tax policy and wealth patterns evolve, philanthropic clients are increasingly split between ultra-high-net-worth families engaging in complex legacy planning and emerging donors taking their first structured steps into giving. By tailoring strategies to each group—from sophisticated estate and succession planning to accessible entry points like small annual gifts and Qualified Charitable Distributions—advisors can help clients build meaningful, sustainable philanthropic im

Tina O'Brien
Apr 163 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


Reverse the Trend: Motivate More Giving in the Kitsap Region
As tax policies evolve, nonprofits may see shifts in donor behavior—but relationships, trust, and clear impact remain the strongest drivers of generosity. By focusing on donor engagement, multigenerational support, and collective giving opportunities, organizations in Kitsap can build resilience and sustain long-term impact regardless of external changes.

Tina O'Brien
Apr 64 min read


Inspiring Donors: Examples are Powerful!
National philanthropy headlines remind us that generosity remains strong, but the real opportunity for local nonprofits is turning inspiration into action. By clearly communicating impact and reinforcing the value of every gift, organizations can help donors see their role in a larger movement. In Kitsap, collective giving continues to drive meaningful change, proving that participation at every level truly matters.

Lillian Xie
Apr 64 min read


What’s new in the numbers: A checklist for charitable tax rules in 2026
Key 2026 tax adjustments—COLA increases, higher standard deductions, shifted brackets, expanded QCD limits, and new non-itemizer deductions—all influence charitable planning. Kitsap Community Foundation can help you guide clients toward tax-efficient giving strategies and ensure their philanthropy remains impactful and aligned with evolving rules.

Tina O'Brien
Jan 73 min read


No kids? Three calls-to-action for charitable planning
For individuals without children, charitable planning offers a thoughtful way to create lasting impact. KCF can help you craft a strategy that reflects your values, supports the causes you love, and involves family or successor advisors as desired. We’re honored to guide you in building a meaningful legacy.

Jo Delaney
Dec 7, 20252 min read


QCDs: It’s time to get loud!
Donors aged 70½ or older can make Qualified Charitable Distributions (QCDs) directly from their IRAs to qualified charities—up to $108,000 in 2025—without raising taxable income. By understanding how QCDs work, your nonprofit can guide donors toward tax-smart giving that strengthens both their financial goals and your organization’s mission. The Kitsap Community Foundation team is here to help you navigate and promote this impactful opportunity.

Lillian Xie
Nov 4, 20252 min read
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