Philanthropy

Wondering when—and how—to pass on wealth to loved ones? A candid conversation explores the emotional side of giving, with practical takeaways on timing, fairness, and legacy planning.

Philanthropy is more powerful when shared. Discover how to include your family in your giving journey to create a legacy of compassion and purpose.

Ready to take your giving up a notch? Learn how a philanthropic plan can help you clarify your values and make a bigger impact on the causes that matter to […]

Explore five smart charitable giving strategies, from donating appreciated assets and leveraging state tax credits, to maximize both your philanthropic impact and tax benefits.

Giving is about more than just reducing your taxes – it’s also about making a bigger impact. The Vista team discusses ways to increase your charitable giving throughout the year.

We share key insights on selecting and evaluating nonprofits, debunk common giving myths, and reveal strategies to ensure your charitable dollars create maximum impact.

By the time Thanksgiving rolls around, many people are eager to support the charities and nonprofits closest to their hearts. And while it may be tempting to pull out a […]

The end of the year is a great time to give more. In this webinar, we cover the strategies that allow you to make a bigger impact while also reducing […]

Oregon’s IDA Initiative is a unique tax-saving strategy that lets you reduce state taxes by 90% while donating appreciated stock to help lower-income Oregonians achieve financial goals.

Wrap up the year right with this guide to essential year-end financial planning tasks, from managing RMDs to maximizing retirement contributions.

Want to spread the most joy this holiday season? Learn how thoughtful giving strategies can benefit both charities and this year’s tax return.

Favorable tax changes and historically low interest rates are making 2020 a prime year for gifting. Maximize your gift—and minimize your taxes—with these giving strategies.