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Give it Twice Trust - Helping Children and Charity

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

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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This information is not intended as tax, legal, or financial advice. Gift results may vary, consult your personal financial advisor for information specific to your situation.