We support professional advisors and your clients in a myriad of ways, including the following:

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• Devising charitable strategies that help your client make informed decisions,

• Structuring a gift agreement that meets your client's charitable goals,

• Managing the transfer of all potential types of gifts — securities, real estate, promissory notes, qualified retirement plans, life insurance, and others,

• Providing sample language for bequests and other deferred gifts,

• Serving as a trustee of charitable remainder trusts and charitable lead trusts,

• administering charitable gift annuities, and

• Providing tax deduction and life income illustrations for planned giving vehicles.

KCF's staff provides in-depth, substantive research and first-hand experience of non-profits and communities throughout Kitsap County. We also bring tremendous efficiencies to charitable giving and decision making. We identify philanthropic vehicles and approaches that result in maximum tax advantages for KCF's donors, while also helping your clients fulfill their charitable wishes and planning goals.

 

The minimum dollar amount to establish a permanent fund is $5,000, although the fund must reach $10,000 in donated assets within 3 years. Non-permanent funds (which we call "pass-through funds") do not have a minimum.