Give It Twice Trust - Help Family and Charity

You may be looking for a way to provide your children with income while making a gift to your favorite charitable organization. The Give it Twice Trust is a popular option that allows you to transfer your IRA at death to a term of years unitrust. The unitrust will pay income to your family for a number of years and then distribute the balance to charity.

Give it Twice Trust

IRA

Unitrust

Children

JFOM

Benefits of a Give it Twice Trust

• Full value of IRA invested to produce income.
• Payments made to children for a term of years.
• Estate tax deduction and savings for your gift.
• Supports the work of your favorite charitable organization .

How this Plan Meets Your Goals

The Give it Twice Trust helps you meet your goals

• Save on income and estate taxes.
• Treat your children equally.
• Give children time to learn.