Charitable Giving Strategies
Although you may choose to leave money to a favorite charity, you may find more joy in making the gift while you're still around to see that the institution uses it wisely. Your Univest advisor can help you determine appropriate strategies for charitable giving, including gifts that provide both a current tax deduction and a life income for you.
The Univest Foundation
In 2002, Univest established The Univest Foundation to help individuals realize tax benefits and uncover creative ways to donate to favored charitable organizations. The charities benefit, too: Taking advantage of sophisticated donation vehicles ties up overhead for not-for-profit organizations—essentially putting some charitable gifts out of reach. The Univest Foundation offers these organizations the structure and expertise to capitalize on these gifts.
The Univest Foundation is a unique part of the Charitable Gift Planning Services offered by Univest. For more information, click here to go to its website.
Contact us today for a free no-obligation consultation. For more information or to speak to a Senior Financial Advisor, email, call 215.721.8356 or visit any one of our convenient Financial Service Centers located throughout Bucks and Montgomery Counties.