The Legacy Club

"To make a gift of any kind to The Retirement Resource Organization is an act of generosity. To make a long-term gift – one derived from the work of a lifetime – is to make a commitment beyond measure."

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

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


© Harvey Payne
© Harvey Payne

Membership in The Legacy Club is open to those who wish to join the tradition of making a lasting gift. These include gifts through your will, retirement plan and insurance policy, as well as life-income and other deferred gifts. Membership is voluntary and without obligation. It is our way of recognizing a remarkable contribution to the Organization.

Benefits

  • A free subscription to the Retirement Resource Organization magazine
  • A personalized membership certificate
  • Our semi-annual newsletter, Legacy
    (Click here to view, .pdf, 271 kb)
  • Invitations to special domestic meetings and programs
  • The Organization's annual report
  • Exclusive discounts and offers

Legacy Club - Eligible Gift Areas

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.