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Give it Twice Trust - Helping Children and Charity

Give it Twice Trust
IRA
Unitrust
Children
Cross
Give it Twice Trust
You may be looking for a way to provide your children with income while making a gift to Cross Catholic Outreach. 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 Cross Catholic Outreach.

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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Cross Catholic Outreach

2700 N. Military Trail, Suite 240

PO Box 273908

Boca Raton, Florida 33427-3908

800-914-2420

Cross Catholic Outreach is a 501c3

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