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Kitsap Community Foundation
Jan 142 min read
Want happy clients? Talk about charitable giving.
Discover why clients who incorporate charitable giving tend to be happier–and how discussing philanthropy can strengthen your relationships.
Kitsap Community Foundation
Jan 142 min read
Playing the long game: Encouraging your clients to plan ahead in 2025
Help clients ease the year-end scramble by adopting a year-round charitable giving strategy. Discover tips for early planning success.
Kitsap Community Foundation
Jan 143 min read
Sifting through it: What’s on the legislative menu that could impact charitable giving?
Big changes ahead for tax policy in 2025! Get insights on what it means for charitable giving.
Kitsap Community Foundation
Dec 12, 20242 min read
If this, then that: Your charitable planning cheat sheet
Discover charitable planning tools tailored to your clients' needs. From donor-advised funds to tax-efficient bequests, Kitsap Community Fou
Kitsap Community Foundation
Dec 12, 20243 min read
QCDs: $105,000, $108,000, and more things to smile about
Unlock the potential of Qualified Charitable Distributions! Learn how QCDs can benefit your clients' giving strategies and tax planning.
Kitsap Community Foundation
Dec 12, 20242 min read
Estate tax planning: What’s your next move?
Prepare your clients for estate tax changes. Explore strategies like charitable IRA gifts to optimize wealth transfer plans amid uncertainty
Kitsap Community Foundation
Nov 20, 20242 min read
Navigating multiple charitable strategies for ultra high net worth families
Help ultra high net worth families achieve their philanthropic goals. Discover why donor-advised funds are a smart strategy.
Kitsap Community Foundation
Nov 20, 20242 min read
What now? Why the elections won’t immediately change tax laws
The 2024 elections won’t change tax laws right away. Here’s what to know about the estate tax exemption and planning for the months ahead.
Kitsap Community Foundation
Nov 20, 20242 min read
Three insights worth a quick peek
Short on time? We’ve got you covered with three must-know insights for charitable giving as 2024 wraps up.
Kitsap Community Foundation
Oct 22, 20243 min read
At a loss for words? Tips for starting a charitable giving conversation
Looking for ways to bring up charitable giving with clients? Check out these simple tips to start the conversation.
Kitsap Community Foundation
Oct 22, 20242 min read
Event tickets: Beware of the split
Fundraising event tickets and donor-advised funds: Avoid IRS pitfalls! Learn how to navigate tricky rules for charitable events.
Kitsap Community Foundation
Oct 22, 20242 min read
Into the great unknown
Election uncertainty looms! Learn how potential tax changes could impact charitable giving and your clients' philanthropic plans.
Kitsap Community Foundation
Sep 23, 20242 min read
Looking ahead: Charitable planning techniques on the horizon
Stay ahead of the curve with insights on election impacts, giving trends, and key dates for your clients' charitable planning!
Kitsap Community Foundation
Sep 23, 20242 min read
Closely-held stock is having a moment
Gifts of closely-held stock are on the rise. Learn how they can help your clients achieve charitable goals and minimize estate taxes!
Kitsap Community Foundation
Sep 23, 20243 min read
Charitable planning can help ease client procrastination
Help your clients beat procrastination with charitable planning. Discover ways to motivate year-end planning discussions today!
Kitsap Community Foundation
Aug 26, 20243 min read
Gifts of real estate: Watch every step
Give real estate to charity efficiently. KCF guides you through tax rules and best practices for impactful donations.
Kitsap Community Foundation
Aug 26, 20242 min read
Less can be more: Charitable giving helps parents pass wealth to children
Balance inheritance with philanthropy. KCF helps structure estate plans that foster independence and community impact.
Kitsap Community Foundation
Aug 26, 20242 min read
Counting pennies: How to counsel frugal yet charitable clients
Help clients balance their wealth and charitable giving. Kitsap Community Foundation offers tips for guiding cautious philanthropists.
Kitsap Community Foundation
Jul 25, 20242 min read
Planning for a sunset: Lock in a higher exemption, unlock a legacy
Learn how upcoming changes to estate tax laws could impact your clients and explore strategies for multi-generational wealth transfer.
Kitsap Community Foundation
Jul 25, 20242 min read
Mixing business and charity: Keep it ethical, legal, and transparent
Discover how to ethically and legally align corporate philanthropy with business goals while avoiding conflicts of interest.
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