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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.

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.

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.

Discover how charitable planning in retirement can deepen your purpose, involve your family, and build a lasting legacy with Kitsap Community Foundation.

Managing 401(k) drops? Turn market dips into opportunities by encouraging donors to name your nonprofit as an IRA beneficiary.

Ready to make a bigger impact in retirement? Learn how KCF can help you give wisely, engage your family, and support your community.

Unlock tax-efficient philanthropy: Learn how deploying retirement accounts towards charitable goals benefits your clients and their legacies

Retirement and charitable giving continue to be intertwined.