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Kitsap Community Foundation

Advisor Resources

Tools & resources.

Everything you need to help your clients achieve their philanthropic goals.

Downloadable Resources

Guides & references

Advisor Partnership Guide

Overview of KCF services and fund types for advisors.

Fund Comparison Chart

Side-by-side comparison of all fund types and minimums.

Tax Benefits Summary

Key tax advantages of giving through a community foundation.

DAF Quick Reference

One-page guide to donor-advised fund basics.

Complex Assets Guide

How to facilitate gifts of appreciated stock, real estate, and more.

Client Conversation Starters

Talking points for introducing philanthropic planning.

FreeWill Advisor Portal

Access FreeWill's professional advisor tools to help clients create estate plans with charitable provisions.

Access FreeWill Portal

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Quick links

Need something specific?

Our team is here to help you find the right resources, answer questions, or discuss custom solutions for your clients.

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