Our clients’ successes are often greatly enhanced by what they give back to their communities through charitable gifts. We’ve assisted many of our clients utilizing the most efficient and beneficial tools specific to their gifting goals. Through working with our clients and their charities, we determine the optimal gifting vehicle based on our understanding of everyone’s objectives.

At Vista, we’re well versed in many charitable gifting the tools, including:

• Charitable Remainder Trusts
• Charitable Lead Trusts
• Wealth Replacement Trusts
• Private Foundations

Together, we’ll work to develop and execute an appropriate strategy that matches your goals with those of your favorite charity.