Give it Twice Trust - Helping Children and Charity

You may be looking for a way to provide your children with income while still being charitable. 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 the balance will be used to create or support a charitable fund at Akron Community Foundation.

Give it Twice Trust

IRA

Unitrust

Children

ACF

Benefits of a give it twice trust

• Full value of your IRA is invested to produce income
• Payments made to children for a term of years
• Estate tax deduction and savings for your gift
• Supports or creates a charitable fund at Akron Community Foundation so you can give to your favorite causes and charities, even after you're gone

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

Is a give it twice trust right for you? Call your advisor or contact us.