Univest Foundation Names Barry L. Stoltzfus as its Executive Director

Barry


 SOUDERTON,  Pa., April 29, 2013 - The Univest Foundation, a 501(c)(3) organization established in 2002, has named Barry L. Stoltzfus as the Foundation's executive director. The Foundation gives clients various charitable planning options including charitable gift annuities, donor advised funds and charitable remainder and lead trusts and can assist with family foundations. Stoltzfus is responsible for developing new relationships with potential clients - individuals and charitable organizations - and strengthening existing relationships.

 

Stoltzfus was one of the founders of the Foundation and served on its board of directors as chairman, treasurer and secretary.

 

The Univest Foundation assists clients with their charitable planning needs by accepting gifts of cash, securities, real estate, closely held business stocks and IRAs. The Foundation provides donors with giving options with immediate tax benefits that allow them to make their planned gifts while maintaining control of their giving wishes.

 

Kenneth D. Hochstetler, chairman of the Univest Foundation, said, "As executive director, Barry brings outstanding knowledge of the Univest Foundation's business and commitment to its success. He also has significant wealth management and financial planning experience, including earning the Certified Financial Planner designation."

 

In addition to his new responsibilities with Univest Foundation, Stoltzfus is executive vice president of Wealth Management and Planning Services for Univest Bank and Trust Co.  He also serves in various leadership roles on the boards of directors for local nonprofit organizations.  Stoltzfus currently serves as board chairman for Montgomery County Community College Foundation, past board chairman for Souderton-Telford Main Streets and as a board member for the Indian Valley Public Library.  Stoltzfus also is active in his hometown of Souderton where he serves as secretary and board member for the Souderton Borough Planning Commission.