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Welcome to Univest Foundation Planned Giving
Thank you for your interest in Univest Foundation. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at Univest who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.

Univest recently held their annual Spring Planned Giving Seminar and had the largest crowd ever. Our speakers, June Kim, Jerry Rohrbach and Leza Raffel, gave the attendees a wealth of information and valuable tips to take back to their organizations.

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.

Staying Focused on the Donor
Noel, a 77 year-old widower, is retired from one of the regional investment houses. He had started as a "runner"; while taking college courses in the evening. Over time; he moved upwardly through the organization; reaching his career pinnacle as the director of institutional client relations. More on Staying Focused on the Donor >>.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

A Solution for Life Changes
Jenna moved to Indian Valley ten years ago with her husband Walter following their retirement from a small liberal arts college, where they both were on the faculty. More on A Solution for Life Changes >>.

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 >>.

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, CFP®
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.