A Foundation in Giving

Welcome to Univest Foundation!

We are pleased to assist you in achieving your philanthropic wishes. With the multitude of gift planning options available, our goal is to help you create a lasting legacy and make the most of your charitable contributions.

With a donor-advised fund (DAF) you can make gifts to charity during your lifetime and, when you pass away, your children can carry on your legacy of giving.

You may be tired of living at the mercy of the fluctuating stock and real estate markets. One solution is a charitable gift annuity.

In this section you may view a presentation that shows the benefits of a planned gift, access important planned giving forms, access and run charitable deduction calculations...