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
Wealth Management and Trust Division and Univest Investments, Inc.,
member FINRA and
SIPC, a licensed broker dealer and investment advisory subsidiary
of Univest Corporation of Pennsylvania, 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.