Philanthropic Planning Services
© Adriel Heisey
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The Retirement Resource Organization offers Philanthropic Planning Services to help meet the needs of individuals and families who are looking for a broad range of options through which they can achieve their charitable objectives. We work with advisors to offer solutions crafted to fit individual giving expectations developed in an environment of discreet service and tailored to personal circumstances.
The Philanthropic Planning Services are provided by a team of dedicated
Organization professionals helping individuals and families achieve their charitable goals. As part of our services, we assist advisors and their clients in establishing, setting goals for and administering: family foundations, charitable trusts, supporting organizations and donor advised fund agreements. In addition, we work to assure that these plans meet the individual's existing financial, tax and estate planning objectives. Finally, we assist in creating strategies for gift distribution and family involvement,
maximizing the social and economic benefits that are associated with these charitable pursuits.
Benefits
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Determine the best charitable structure to accomplish charitable goals and maximize economic benefits for your client.
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Receive assistance in implementing charitable plans to ensure successful gift transfers which achieve charitable objectives.
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Articulate your client's philanthropic objectives through a process that translates values into programs and projects that express those values.
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Involvement for your client's loved ones and family members in the charitable process.
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Ensure that charitable objectives are carried into the future by creating leadership strategies for your client's charitable entity.
For more information on Philanthropic Planning Services, please contact
us toll free at (877) 855-3718 or at legacy@retirement-resource.org
Contact Us
Advisor Resources
| 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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