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Charitable Giving

Many people desire to give money to charity. Whether you choose to gift money to your favorite charity during your lifetime or after you're gone, a Univest Advisor can help you make a difference by identifying appropriate strategies for charitable giving, including gifts that provide both a current tax deduction and lifetime of income.

Univest Foundation

Univest Foundation was established as an independent entity in 2002 to help individuals uncover creative ways to donate to favored charitable organizations such as donor advised funds and charitable gift annuities.

Investment products offered by Univest Bank and Trust Co.'s Trust Division are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including possible loss of principal amount invested.

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