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Give it Twice Trust - Helping Children and Charity

Give it Twice Trust
IRA
Unitrust
Children
USA
Give it Twice Trust
You may be looking for a way to provide your children with income while making a gift to University Of South Alabama. 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.

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 University Of South Alabama.

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.
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University of South Alabama - Mobile Alabama 36688-0002 / 1 (251) 460-7032
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Date last changed: March 9, 2011 12:38 PM
http://www.southalabama.edu/development/waystogive.html


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