Univest Foundation Names Barry L. Stoltzfus Executive Director

Univest Foundation, a 501(c)(3) organization established in 2002, recently appointed Barry L. Stoltzfus as executive director. In addition to his responsibilities with Wealth Management & Planning Services for Univest Bank and Trust Co., Stoltzfus is responsible for developing new relationships with potential clients — individuals and charitable organizations — and strengthening existing relationships. Stoltzfus was one of the creators of the Foundation and has served on its board of directors as chairman, treasurer and secretary.

Univest Foundation provides clients various charitable planning options including charitable gift annuities, donor advised funds and charitable remainder and lead trusts and can assist with family foundations. The Foundation provides donors giving options with immediate tax benefits that allow them to make their planned gifts while maintaining control of their giving.

Stoltzfus has more than 30 years of wealth management and financial planning experience, including earning the Certified Financial Planner designation. In addition, he has served in various leadership roles on the boards of directors for local nonprofit organizations. Stoltzfus is also active in his hometown of Souderton where he serves as secretary and a board member for the Souderton Borough Planning Commission.

If you know a local organization that could benefit from learning more about Univest Foundation's capabilities, or you want to learn more about your personal charitable planning, we encourage you to contact the Univest Foundation team at 215-703-5247 or www.univestfoundation.org.


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