Give It Twice Trust - Help Family and Charity
You may be looking for a way to provide your children with income while making a gift to California Lutheran University. 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 Your Gift
- 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
Choose where you want to make your impact, and support the University's growth and consistent high-quality education.
A Cal Lutheran education changes lives. When you support student scholarships you can change lives too.
Leave your mark on campus by helping us grow to meet the needs of students for years to come.
Planned gifts, such as bequests and annuities, can be a wonderful way to provide for your family's future as well as the future of Cal Lutheran.