worth-reading | kcf-live

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Reading roundup: What’s worth a skim to stay up to date on charitable planning

From tech wealth and business exits to complex assets, QCDs, and donor-advised funds, charitable planning opportunities are showing up across the financial landscape. Explore nine recent articles highlighting trends advisors should be watching—and why thoughtful conversations about what, when, and how clients give can help turn financial opportunities into meaningful charitable plans.

Tina O'Brien

Sep 155 min read

A person sits by a large window reading a newspaper at a table in a bright café or restaurant.

Worth a read: Moving from charitable transactions to charitable strategy

The most effective charitable planning goes beyond one-time tax strategies. Increasingly, clients want their wealth to reflect their values, family priorities, and long-term legacy. Explore four recent articles highlighting why advisors should make philanthropy an ongoing part of financial and estate planning conversations—and the opportunities that approach can create.

Lillian Xie

Aug 172 min read

Charitable planning for wealthy clients: In the spotlight

We've curated several articles that are worth reading if you’d like to dig deeper into springtime issues that are trending in philanthropy.

Kitsap Community Foundation

Apr 8, 20241 min read