Is Messiah College included in your Estate Plans?

A significant source of support for Messiah is to document bequest intentions to the College. Knowing and documenting future bequests is important for a number of reasons:

  1. We want to be able to recognize and thank those who wish to Create a Legacy with the College.
  2. We want to be good stewards and utilize the bequest in the way it was desired.
  3. Knowing bequest intentions will enable the College to better plan for its financial future.
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Legacy gifts have been critical to Messiah College's mission. They make up 80% of our endowment, have helped us build numerous facilities, and provided much needed financial aid to students. If you included Messiah College in your estate plans, please print, complete and mail the Confidential Charitable Bequest Intent form to: Messiah College, One College Avenue Suite 3013, Mechanicsburg, PA 17055.

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Give it Twice Trust

Give it Twice Trust

While visiting the Wills Planner on her favorite charity's website, June, a surviving spouse, came across the idea of a Give it Twice Trust. She contacted the charity for more information and talked with a gift planner who explained the concept as a way to first give income to children through a trust and then transfer the trust balance to charity in the future.

June: Fred and I talked about this before he passed away. We both agreed that we wanted to treat each of our four children equally and also provide a benefit to our favorite charity.

The gift planner told June that with her estate of $800,000 she would have the ability to do something significant for both her family and favorite charity. June was concerned because while her three older children are financially responsible, her youngest, Jim, "spends money like water." June was afraid that if Jim were to receive cash in a lump sum he would spend it right away.

The gift planner explained that the "Give It Twice" plan could be very helpful. June could transfer $400,000 from her IRA at death to the trust. Her children would each receive one-fourth of the income from the trust over 20 years. That would give Jim a chance to learn to save and invest. After that time, the trust balance would benefit her charity. In addition, by using her IRA, June could save on income tax because the special trust is tax-exempt.

June: I established a Give it Twice Trust and was thrilled with the plan. The prospect of helping my four children and my favorite charity made me happy and I knew that it was the right thing to do.


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