Active Lifestyle
While enjoying retirement, you can still optimize your assets and ensure your family is cared for in the future.
Charitable Planning
While planning a financial budget, many people desire to give a fair amount of money to charity. Univest has many suggestions on how to reach any charitable goal you might have. Whatever cause is important to you, Univest can help you make a difference. Charitable trusts can be created, reducing the amount of tax taken from it. If you’ve bought a profitable stock, you can give it to a charity and receive an immediate tax reduction. Types of charitable trusts include:
- Charitable Unitrust
- Charitable Annuity Trust
- Gift Annuity
- Deferred Gift Annuity
- Sale and Unitrust
- Part Gift and Part Sale
Visit the Univest Foundation to read the success stories of others and find out how you can donate to your charity of choice.