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Most not-for-profit organizations rely on the generous support of people like you. Univest Foundation serves as a liaison within the community, enabling donors and not-for-profit organizations to find each other. We help donors with their philanthropic planning and we introduce not-for-profit organizations to a source of philanthropic dollars that might otherwise be overlooked.
You already know that Univest Foundation can make your philanthropy more effective and rewarding. We also want to make it less stressful for you. Here, you will find all the forms and information necessary to implement your philanthropic plan through Univest Foundation.
You want to start a Charitable Gift Fund! Begin the process by filling out the Donor Application.
To expedite your gift of stock, mutual fund, IRA or real estate, fill out a Transfer Letter.
Provide financial support to your community, your alma matter or your favorite charity in your estate planning. After making provisions for Univest Foundation to receive a distribution from your estate or trust, fill out a
Charitable Gift Endowment Distribution form.
To sign over securities to Univest Foundation, fill out one
irrevocable Stock or Bond Power form
per donated security.
Do you want to recommend where your donations benefit? Then fill out the Grant Recommendation form.
To set up a charitable Remainder or Lead Trust, contact a Univest Foundation Representative.
Univest Foundation Disclosure
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