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A business succession event can be one of the most significant opportunities for charitable planning. By introducing philanthropy early in the conversation, advisors can help clients potentially reduce taxes, create lasting community impact, and involve future generations in giving. Explore four key questions to ask before a business transition is underway.

Many people think of succession planning as something only relevant to businesses or nonprofits. However, it's equally important when considering the legacy you want to leave through philanthropy—including being intentional about what happens to your donor-advised fund at Kitsap Community Foundation after you're gone.