Planned Giving

Planned Giving

Planned Giving

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Non - Profits

Enhance Your Existing Charitable Gift Annuity Program

Charitable Gift Annuities (CGAs) are one of the most beneficial fund development resources available for non-profits. Utilizing this solution allows your organization to increase contributions from donors who support your mission.

Strengthening your existing program can afford you the opportunity to be more effective in your efforts. Univest Foundation will administer CGAs for your organization to enhance your program, providing the following benefits:

  • Ability to maintain the contract between your organization and donors.
  • Gifts are 100% irrevocable.
  • Professional investment management of CGA assets with more control over asset allocation.
  • Fee schedule is tiered enabling the cost of the program to decrease as CGA assets increase.
  • Univest Foundation handles administration of CGAs.
    • Process donor gifts.
    • Provide statement specifying gift values and corresponding income tax deduction.
    • Ensure timely annuity payments.
    • Track annuity payments and tax information.
    • Provide statements detailing income earned, contributions received, annuity payments and investment activity.
    • Provide tax reporting and filings.
    • Calculate reserve requirements.

Contact Univest Foundation for more information on how to enhance your Charitable Gift Annuity Program.