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E-mail: legacy@retirement-resource.org

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Bequests
Name a Beneficiary
	Retirement and Pension Benefits Insurance Policies Financial Accounts
Life-Income Gifts
	Charitable Gift Annuity (min. $5,000) Deferred Gift Annuity (min. $5,000) Charitable Remainder Unitrust Trust (min. $50,000) Charitable Remainder Annuity Trust (min. $50,000) Growth and Income Fund (min. $5,000)
Appreciated Assets
	Securities Real Estate Retained Life Estate Personal Property
Donor Advised Fund
Charitable Lead Trust
The Legacy Club
Advisor Resources

Please include any additional information you would like to receive. If you know the amount of the gift you are considering or the type of asset you would like to give, please let us know and we will be happy to provide you with a detailed proposal.
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, tax, accounting 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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