Community Conversations: August 12th - Estate Planning 101
- Kimberly Cizek Allen
- 2 hours ago
- 3 min read
Estate Planning is About the People, Pets, and Causes You Love
Wednesday, August 12, 2026, 2:30 - 4:30pm
Kitsap Universalist Unitarian Fellowship
We invite you to join us at Community Conversations: Estate Planning 101 presented by Tina O'Brien, MNPL, CAP, CEO of Kitsap Community Foundation, and Jon Allen, VP of Business Development & Distribution at Vanbridge and Kitsap Bank + Heritage Bank.
Tina and Jon will use a broad scope of knowledge grounded in a consultative, planning-based philosophy to walk attendees through:
Why estate planning matters – and why so many of us put it off
The four estate planning documents everyone should have
Wills, and how they help you maintain control of your assets during your lifetime
Trusts, and how they can save on taxes while passing down assets
Donor-advised funds, which offer an immediate tax benefit while letting you support causes on your own timeline
How to create your will for free in just 20 minutes
We welcome and encourage you to bring guests and advisors! Space is limited, so don't delay.
Questions? Email us at info@kitsapfoundation.org or call (360) 698-3622.
ABOUT OUR PRESENTERS:
Tina O'Brien, MNPL, CAP, CEO, Kitsap Community Foundation
Tina O’Brien is an experienced not-for-profit leader with twenty-five years in institutional advancement, a master's degree in not-for-profit leadership, and a deep love for the Kitsap Community.
“I am deeply honored to serve Kitsap residents as the leader of Kitsap Community Foundation, which has a strong history of bringing people together to solve problems. KCF plays a significant role in our region, and I thoroughly enjoy partnering with community members, investing in our nonprofits, and fostering an abundant future where everyone in our community has an opportunity to thrive.”
Jon Allen, VP, Business Development & Distribution, Vanbridge, an EPIC company
Jon’s career spans more than twenty-five years with significant experience in advanced planning, providing Financial Advisors, Banks, RIA, Attorneys, CPAs and their clients with creative solutions in an ever-changing tax environment. Using a broad scope of knowledge grounded in a consultative, planning-based philosophy, Jon is focused on a differentiated experience that is strategy and product neutral and is focused on aggressive client advocacy.
Key areas of expertise include personal insurance planning, business continuity and succession planning, wealth transfer and estate planning, long term care, foreign nationals, and non-qualified supplemental retirement income strategies for business owners and key employees.
Nonprofit friends, this part is for you!
Add this in-person session to your Make-A-Will month campaign this August.
We’re delighted to offer this Community Conversations: Estate Planning 101 session complimentary to your donors, volunteers, staff and board members!
Attendees will be encouraged to include the nonprofits they *already* love and support in their estate plans – and will be presented with specific information about how to do so.
Rest assured, Kitsap Community Foundation will not use this opportunity to self-promote; rather, the focus of this session is to offer a safe, trusted space for your donors and volunteers to learn how to support you – the nonprofit they already love – with legacy gifts.
We encourage you to send a special invitation to your donors and volunteers and take advantage of this informative outreach opportunity. Linked are promotional materials (Free Canva templates) you can tailor to send electronically or place into newsletters, as appropriate.
Space is limited, so please encourage your constituents to RSVP early to secure their spots.
We extend our heartfelt gratitude to Kitsap Unitarian Universalist Fellowship for generously providing a venue for this session to benefit our local nonprofits, as well as our friends at Kitsap Bank + Heritage Bank for partnering with us to present this vital information to your donors and volunteers!