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An IPO or other liquidity event can create significant charitable planning opportunities. Whether your client is a founder, employee, or investor, early planning can help maximize philanthropic impact while addressing tax and estate considerations. Explore three common scenarios where charitable planning can add value before shares are sold.

The Great Wealth Transfer is already beginning to shape philanthropy, even if it isn’t always visible through major gifts alone. More donors are exploring legacy giving, donor-advised funds, gifts of appreciated assets, and multigenerational philanthropy. Kitsap Community Foundation helps nonprofits prepare for these opportunities through endowment services, support for complex gifts, and planned giving resources that strengthen long-term sustainability.

Retaining client families through generational transitions is a challenge for many advisors, especially after a client passes away. Philanthropy offers a meaningful pathway to engage heirs, open conversations about values and legacy, and strengthen long-term relationships. Kitsap Community Foundation can help you support multigenerational families with tools, guidance, and facilitated discussions that deepen connection and preserve continuity for years to come.

Explore nonprofit trends: events are back, wealth transfer strategies, and cause marketing insights for endowment growth.