Bank, Brokerage and Other Accounts
© Harvey Payne
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One way you can include The Retirement Resource Organization in your estate plan is by naming us as the beneficiary of an account, such as a bank or brokerage account, or an asset, such as a certificate of deposit (CD). All you need to do is fill out a beneficiary-designation form (often called a transfer-on-death or pay-on-death form) provided by the institution. After your lifetime, the asset passes directly to the
Organization enabling us to continue our work providing material and financial
assistance to retirees and caregivers for future generations.
Benefits
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Personal Satisfaction - In completing your estate plan and providing for the people and charities that matter most to you.
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Easy to Give – Involves little effort or paperwork.
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Financial Advantage - Continue to use and enjoy your property or finances.
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Freedom and Flexibility – You can change your mind and your beneficiaries at any time.
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Future Tax Savings –Removes the asset from your potential gross taxable estate.
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Leave a Legacy - Your gift will ensure
retirees and caregivers will be helped across future generations. Become a Legacy Club member.
How to Name Us as a Beneficiary – Legal designation information for beneficiary forms
How It Works (example)
Ron and Mary recently decided to purchase a certificate of deposit (CD) at their local bank. They already completed their estate plan, and have designated all of their other assets to family members. When they set up the CD, they decide to leave it to The
Retirement Resource Organization. This way, their estate can claim a charitable deduction for the value of the CD and they ultimately help support our conservation efforts.
Contact Us
Would you like more information on naming the
Organization as a beneficiary or becoming a Legacy Club member? Please contact us, e-mail
legacy@retirement-resource.org
or call us toll-free at (877) 855-3718.
Gift Planning Home | Name a Beneficiary Home | Comparison of Giving Options | Contact Us
Information provided on our Internet site is not intended to be tax or legal advice.
Rates used in the example are for illustrative purposes only. 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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