Planned Giving
Maximize your philanthropic goals
- Make a difference in people's lives and always be remembered for your contribution
- Benefit yourself, your family and Fellowship of Catholic University Students with your planned gift
- Help us fulfill our mission for many years and generations to come
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Help further our mission with the
IRA Charitable Rollover
ACT NOW! If you are 70½ or older, avoid taxes on transfers of up to $100,000 from your IRA
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Planned Giving
Maximize your philanthropic goals
- Make a difference in people's lives and always be remembered for your contribution
- Benefit yourself, your family and Fellowship of Catholic University Students with your planned gift
- Help us fulfill our mission for many years and generations to come
-
You know it's better to give than to receive.
What if you could do both?
Learn More -
Free Wills Guide
Are you starting to plan your End of Year Giving?
Planning early can provide you with a lot of benefits: you can save money, you can make sure your family is happy and you can gain peace of mind. There is another kind of plan — a personalized estate plan - that can provide you with the same benefits. Click here to learn how we can help you develop your estate plan.
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 Fellowship of Catholic University Students. The "give it twice" trust is a popular option that allows you to transfer your IRA or other asset at death to fund a term of years charitable remainder unitrust. We call this kind of unitrust a give it twice trust because you can use the trust to pay income first to your family for a number of years and then distribute the balance of the trust to charity.
Benefits of a give it twice trust
- Use the full value of your unused retirement account to provide income to your surviving spouse and to provide income to children or other loved ones for a specified period of time
- Create an estate tax deduction and savings from the charitable gift
- Support the important charitable work of Fellowship of Catholic University Students
How a give it twice trust works
- We can help you and your attorney with the process of creating a charitable remainder unitrust.
- You complete an IRA or other retirement account beneficiary designation form, naming the charitable trust as the beneficiary, and return the form to the account custodian.
- When you pass away, the custodian will transfer your retirement account to the charitable trust.
- The trust will pay income to your spouse, children or other individual beneficiaries for their life, term of years or life plus term of years.
- At the conclusion of the payments, the balance of the trust will be transferred to Fellowship of Catholic University Students.
Contact us
If you have any questions about a give it twice trust, please contact us. We would be happy to assist you and answer any questions you might have.