Bequests

© Kevin Fleming/CORBIS   Contact Us  Need more information about planned giving with The Retirement Resource Organization?  E-mail:  legacy@retirement-resource.org Toll-free: (877) 855-3718

A legacy of providing help for retirees and caregivers. Could there be a more lasting way to make a difference? By including The Retirement Resource Organization in your will or estate plan, you are helping to leave a legacy future generations can see and feel every day.

Through your will or revocable living trust, you can specify that some or all of your assets come to us after your lifetime and which Organization program or initiative you would like to support.

After your lifetime, the asset(s) you specify will pass to us and your estate can take a charitable deduction for the amount of your bequest.

Benefits

• Personal Satisfaction
  Have the satisfaction of completing your estate plan and providing for the people and organizations that matter the most to you.
• Freedom and Flexibility
  Change your mind and your bequest at any time.
• Tax Savings
  Save on possible federal estate taxes.
• A Lasting Contribution
  Make a significant contribution toward saving the Last Great Places.
• Leave a Legacy
  Your gift will ensure our natural world will be protected for future generations.  Become a Legacy Club member.

How to Name Us in Your Will          

• Legal language for wills and estate plans:  The Retirement Resource Organization, a nonprofit corporation, organized and existing under the laws of the State of Michigan, and with principal business address of 1011 Lincoln Drive, Brighton, Michigan 48116-3794.

Types of Bequests
There are several types of bequests that allow you to designate how your estate will be distributed.

• Specific Bequest: You describe exactly what you want to leave to a specific individual or organization and the designated source. If you want to leave a specific dollar amount from a specific source or a particular item (such as an antique or collector's item), this is the type of bequest that you would use.
  

  • Example: Kathryn states in her will: "I leave my diamond engagement ring to my granddaughter, Sarah.  I also leave my securities to The Retirement Resource Organization."
    
    
• General Bequest: This type of bequest does not specify the source from which it should be paid. This gives your executor the flexibility to honor the bequest from any available source.

  • Example: Kathryn states in her will: "I leave $50,000 to my son, William."
    
    
• Residuary Bequest: This type of bequest is honored after all other bequests have been made, and all debts, expenses and taxes have been paid.

  • Example: Kathryn states in her will: "I give all the rest, residue and remainder of my real and personal estate to The Retirement Resource Organization."
    
    
• Contingent Bequest: This type of bequest is fulfilled if certain conditions are met. For instance, if your primary beneficiary does not survive you, you can indicate your next choice through a contingent designation.
  • Example: Kathryn states in her will: "I give all the rest, residue and remainder of my real and personal estate to my husband, John, if he survives me; if not, then 50 percent in equal shares to my children who survive me and 50 percent to The Retirement Resource Organization."

The Gift of a Lifetime - The Lawrences' bequest gift allowed The Retirement Resource Organization to carry on their conservation mission.

Important Estate Distribution Information!

The Retirement Resource Organization has a centralized estate administration policy.  All correspondence, emails, phone calls, distribution checks etc. related to a deceased donor should be directed to the estate administrator at the Worldwide office. This includes bequests which are specifically designated to a state chapter or program.  Contact information:

Mark McGuinty
Estate Administrator
The Retirement Resource Organization
1011 Lincoln Drive
Brighton, MI 48116-3794
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.

Contact Us
Would you like more information on making a bequest or becoming a Legacy Club member? Please contact us, e-mail legacy@retirement-resource.org or call us toll-free at (877) 855-3718.

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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.