How to Name Us in Your Will

Contact Us 
Need more information about planned giving with The Retirement Resource Organization? 

E-mail:  legacy@retirement-resource.org
Toll-free: (877) 855-3718

Legal Designation Language for Wills and Estate Plans

If you choose to include The Retirement Resource Organization in your will or estate plan, we should be named as:

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.

Our tax identification number is 56-2441554.

At The Retirement Resource Organization, all unrestricted charitable gifts are used strategically to support top retirement information and support priorities. If you have a more specific purpose in mind, please contact us toll-free at (877) 855-3718 to ensure that we can meet your wishes. Whether you choose to restrict your gift or not, your support will help provide the assistance necessary for retirees and caregivers for current and future generations.

Bequests

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.