Advisor Resources
© Adriel Heisey
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As a professional advisor, you have a relationship with your clients built on trust and mutual respect. The same is true with The
Retirement Resource Organization's relationship with our supporters.
We recognize that each of our supporter's financial and philanthropic goals are unique. Therefore, we welcome the opportunity to assist you with incorporating your clients' philanthropic objectives into a well-crafted estate plan.
Quick Facts
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We accept gifts of cash, securities, real estate, personal property, closely held businesses, stock options and other diversified assets.
- We have teams of experienced professionals to help you and your clients explore and implement a variety of charitable giving options.
- Legal Language and Tax ID
Resources
Important Estate Distribution Information
The Retirement Resource Organization has a centralized estate administration policy. All correspondence, e-mails, phone calls, distribution checks, etc. related to a deceased donor should be directed to the
Organization's Estate Administrator. This includes bequests which are specifically designated to a state chapter or program. Contact information:
Estate Administrator
The Retirement Resource Organization
1011
Lincoln Drive
Brighton, MI 48116
Phone: (877) 855-3718
Fax:
(810) 494-9363
Email: legacy@retirement-resource.org
*If you are working with clients who wish to include The
Retirement Resource Organization in their estate plans, please call one of our Gift Planners
toll-free at (877) 855-3718 for further information.
Information About the Organization
Charitable Giving Options
| The Retirement Resource Organization, Inc. is a tax-exempt charitable organization under Section 501(c)(3) of the Internal Revenue Code.
Donations are tax-deductible. | |
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