transfer of wealth

Overhead view of two people typing on separate laptops at a shared desk, with a pen placed between them, suggesting collaboration or teamwork.

Transferring a private foundation? Remind clients to communicate

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

Four people in a bright room gather around a table with a laptop, smiling and chatting. The setting is casual and collaborative.

Women and Philanthropy: Four Insights for Professional Advisors

Women are increasingly leading charitable decisions. Discover four key insights on gender and giving trends, including the power of collective impact through our Women’s Giving Circle, to better serve your female clients.

Lillian Xie

Mar 234 min read

Generational shifts: Fulfilling clients’ charitable wishes

The transfer of wealth is real, and it is upon us! Discover how KCF can help you engage your clients' charitable wishes.

Tina O'Brien

Mar 24, 20252 min read