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Give it Twice Trust - Helping Children and Charity

Give it Twice Trust
IRA
Unitrust
Children
Give it Twice Trust
You may be looking for a way to provide your children with income while making a gift to The Bishop's School. 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 The Bishop's School.

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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THE BISHOP’S SCHOOL     7606 La Jolla Boulevard     La Jolla, CA 92037     (858) 459-4021
Founded in 1909 and affiliated with the Episcopal church, The Bishop’s School is an independent coeducational college preparatory day school for students in grades six through twelve who live throughout San Diego County.
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