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For more information about The Retirement Resource Organization or about our planned giving program, please complete the form below, call us toll-free at (877) 855-3718 or e-mail legacy@retirement-resource.org

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The Retirement Resource Organization
Family Philanthropic Planning Services
Bequests
Gifts of Appreciated Assets
	Securities Real Estate
Life Income Charitable Gifts
	Charitable Gift Annuity Charitable Remainder Trusts Growth & Income Fund
Naming the Organization as a Beneficiary
	Bank Accounts and Transfer-on-Death Accounts Retirement and Pension Benefits Insurance Policies
Donor Advised Fund
Charitable Lead Trust
The Legacy Club

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Other Comments

The information provided on our Internet site is intended to provide an overview of planned giving at The Retirement Resource Organization. The information is offered with the understanding that the publisher, editors and contributors are not engaged in rendering legal, accounting, tax or other professional service. Therefore, the contents should not be applied as legal or financial advice.

The information on our Internet site was accurate at the time of posting and is for illustrative purposes only. Updated examples can be provided as appropriate. We recommend that you work with a qualified financial or legal advisor to take full advantage of available tax benefits.

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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