Give it Twice Trust - Helping Children and Charity

You may be looking for a way to provide your children with income while making a gift to the Chesapeake Bay Foundation. 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.

Give it Twice Trust:

IRA

Unitrust

Children

CBF

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 Chesapeake Bay Foundation.

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.