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  • Writer's pictureKitsap Community Foundation

Our door is open: What happens when you meet with the team


KCF conference table

At Kitsap Community Foundation, we are honored to work with generous individuals and families like so many of you who’ve established funds to support the causes you care about and the needs of our community both now and in the future. We’re also inspired by those of you who are getting to know more about all we do in our community and considering establishing a donor-advised or other type of fund. 

 

Wherever you are in the stages of your philanthropic planning, the team at Kitsap Community Foundation is here for you and considers our relationship to be personal. That’s why we welcome the opportunity to meet with our fund holders and prospective fund holders. Here are a few insights into what those meetings are all about.

 

You can expect personal, dedicated service. Unlike financial institutions' donor-advised fund platforms where access to a dedicated donor services team can be rare, the staff at Kitsap Community Foundation is here to help you every step of the way along your charitable giving journey. Our team is happy to meet with you one-on-one, and we are also happy to join a meeting with you and your legal, tax, or financial advisor to assess your current situation and determine the best charitable tax strategy for you. This includes evaluating the best assets to give to your funds at KCF, including publicly-traded stock and even other noncash assets such as real estate or closely-held stock.  Really and truly, if there’s anything you need, we’re just a phone call, visit, or text away.

 

We care about your intentions for your fund. The team at Kitsap Community Foundation wants to understand the areas of interest that are a priority for you, whether that’s the arts, health care, social services, the environment, education, community development, or something else. We want to know what causes call to your heart and how you envision your support for those causes beyond your lifetime.   

 

We will help you establish additional funds to meet your goals. Sometimes when the team at Kitsap Community Foundation is working with a fund holder to understand the intentions for a donor-advised fund, we discover that it’s worth adding one or more additional funds to complement the donor-advised fund structure already in place. For example, some fund holders decide to also establish a designated fund for a particular nonprofit organization, a field of interest fund to support local food banks, or an unrestricted fund to support Kitsap Community Foundation’s community grantmaking and mission in perpetuity. Whatever your goals, our deep knowledge of our community and expertise about giving vehicles will help ensure your goals are achieved.   

 

We make the paperwork a breeze. As you know if you’ve already established a donor-advised fund at Kitsap Community Foundation, the paperwork is straightforward and not at all cumbersome. Whether you are setting up a new donor-advised fund, adding additional types of funds to your portfolio, or want to support community needs well beyond your lifetime, we’ll prepare simple documentation to capture your wishes, collect important contact information, and ensure the process is as easy as possible for you.

 

We’re always here to strategize about your giving options. As you periodically review your assets and financial situation with your advisors, keep an eye out for appreciated assets that could be ideal to give to your fund at Kitsap Community Foundation because of the potential capital gains tax savings. Our experienced team will work with you and your advisors on contributions of a wide variety of assets to help you achieve your tax and estate planning goals. Many times, one small shift in strategy can save on taxes and provide hundreds of thousands extra for family and your beloved charities. We are happy to go over appraisal and documentation requirements for gifts of nonmarketable assets such as closely-held stock and real estate. Reach out and let us help you and your advisors!

 

We’ll let you know about educational opportunities and gatherings with other fund holders. As a member of the Kitsap Community Foundation family, you’ll receive invitations to special events and opportunities to learn more about the causes you care about and what’s going on in the community overall. Our team is here to help you stay up-to-date and on the various ways you can support the current needs in our community and connect with other philanthropically minded community members. 

 

Thank you for your commitment to philanthropy! If you’re already a Kitsap Community Foundation fund holder, we are grateful that you’ve made the choice to strengthen your giving by partnering with us. If you’re considering getting started, we look forward to continuing the conversation! In either case, we look forward to seeing you soon

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