What to Give
Listed below are some examples of the types of assets you can use to fund a planned gift to The
Retirement Resource Organization. This information is meant as a general guide about ways of giving and potential financial benefits and is not meant to provide tax or legal advice. Before making a gift, you should consult with your attorney or financial advisor.
Cash
Funding a gift with cash is one of the simplest ways to create a planned gift.
Securities
Gifts of long-term appreciated stock, mutual funds or bonds offer a quick, easy and tax-efficient way to make a lasting contribution to the
Organization.
Real Estate
A gift of real estate allows you to make a substantial gift to the
Organization while receiving financial rewards. We accept many types of real estate including vacation homes, farms, commercial property, apartments, and condominiums. You may reserve the right to use the property if you wish. (For gifts of
"special use" land, please contact your local Retirement Resource
Organization office.)
Retirement Plan
Naming the
Organization as one of the beneficiaries or sole beneficiary of your retirement plan is a simple way to support the
Retirement Resource Organization. In addition, the proceeds would be tax free for
the Organization, whereas the income would be taxable to your heirs.
Bank, Brokerage and Other Accounts
Naming the
Organization as the beneficiary of an account, such as a bank or brokerage account, or an asset, such as a certificate of deposit (CD), means the asset will pass directly to the
Organization after your lifetime.
Life Insurance
When your family’s needs change and you no longer feel you need a life insurance policy, designating the
Organization as beneficiary or sole owner of your policy is a simple, tax-efficient way to give. After your lifetime, the benefits from your policy pass to the
Organization free of federal estate tax.
Personal Property
Donating gifts of tangible property such as jewelry, artwork, rare stamps or coins are another way to fund a gift while potentially reducing your taxable estate.
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.
| 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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