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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.

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.

As wealth increasingly shifts through appreciated real estate, charitable planning will involve more non-cash assets. While gifts of property require careful structuring and documentation, they can offer significant tax advantages and convert illiquid assets into lasting community impact. With proper coordination, real estate can become a flexible and meaningful tool for philanthropic planning.

As 2025 draws to a close, now is the time to review your charitable strategy before next year’s deduction changes. Bunching gifts, using donor-advised funds, giving appreciated stock, and exploring QCDs can all support your goals. Our team at KCF is honored to help you plan wisely for year-end and beyond.

As year-end approaches, it’s essential to guide donors toward smart, timely giving—especially ahead of the 2026 charitable deduction changes. Remind supporters about the benefits of appreciated stock gifts, the value of QCDs for eligible donors, and the importance of early planning. Kitsap Community Foundation stands ready to support you and your donors every step of the way.

Warm/professional excerpt: As the year comes to a close, many donors are revisiting what qualifies as a tax-deductible gift. The Kitsap Community Foundation can help you navigate the distinctions between nonprofit and tax-exempt organizations so your giving is both effective and aligned with your goals. Whether or not your contributions qualify for a deduction, what matters most is the good they do in our community.

Giving isn't one-size-fits-all. Discover the unique ways you can make a difference through KCF—beyond just writing a check.