Leaving a Legacy through Estate Planning

Welcome to the Estate Planning site of The Retirement Resource Organization.  Making a planned gift to The Organization offers you an extraordinarily flexible and simple way to combine philanthropy with financial planning.  In fact, a planned gift may help you give more to people in need than you thought possible while still providing you or someone you designate with favorable financial and/or tax benefits. 

Planned gifts to the Organization are about planning for the future:  your future and the future of the retirees and caregivers needing help.  We hope that this site will reveal how planned giving can help you accomplish multiple goals with your donation.

Gift Planning Basics: Getting Started
New to Estate Planning? Here's information to help you understand how planned gifts work, including what kinds of assets you can use to fund a gift.

Gift Options
The variety of planned gifts available makes it easy to find one that is most suited to your needs.  Discover the benefits of each gift type.

Donor Stories
The vision and support of our members ensures the continued success of The Retirement Resource Organization's national retirement support work.  Read the stories of donors who have chosen to leave a natural legacy for future generations. 

Legacy Club
When you make a bequest, leave the Organization as a beneficiary of your retirement plan or insurance policy or make a life-income gift, you become a member of the Legacy Club, which honors your exceptional commitment to the Organization.  Benefits include invitations to special programs and meetings to see support in action at Organization sites around the country.

Advisor Resources
Charitable Gift Design and Planning - An overview of the Organization's estate planning program along with tools, techniques, articles, and related links to help you as a financial advisor assist your clients in meeting their specific philanthropic and financial planning objectives. 

Information provided on our Internet site is not intended to be tax or legal advice. Please consult a qualified financial advisor before making a gift.