Planned Giving Home

Thanks for making our Planned Giving Seminar a tremendous success!

The 2009 Planned Giving and Development Seminar presented by Univest Foundation was another huge success. We profited from tips from Bob Fogal on fashioning our speech and interaction for more effective communication and enjoyed practicing communication in a mode other than our natural preference. This very beneficial practice will be an invaluable tool for all attendees. Our session with Viken Mikaelian gave us numerous marketing tips which can be immediately incorporated into our "Best Practices." In fact, a cheery phone call following the event informed us that this information was being immediately applied! Please plan to join us next year for this valuable educational seminar.

Benefits For Family and Univest Foundation

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

Bequests
Joe and Anna have been faithful supporters of Univest Foundation. They believe it is important to support and encourage the Univest Foundation mission. More on Bequests >>.

Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>.

The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>.

Wills Guide

Click here to learn more.

IRA Gift Video

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Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Timothy V. Swartley
Executive Director

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact univestfoundation@univest.net.

If you are a professional advisor, you may take the following steps on this site.