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How to Give

How to Give

Giving to causes you care about can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Donor Advised Funds
    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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  • Bequest
    You designate to organizations you care about as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA gift (Qualified Charitable Deduction) gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate charities you care about as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Life Income Gifts
    You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life. Univest Foundation will give the remaining funds to the charity you designate at the end of the contract.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to a charity you designate for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
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  • Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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