Name The Retirement Resource Organization as a Beneficiary
© Harvey Payne
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Naming the Organization as a beneficiary is simple and has lasting effects. You can name us as a beneficiary of a retirement plan, insurance policy or financial account. After your lifetime the asset will come to us without going through probate and your estate is entitled to a charitable deduction for the amount of the gift.
As always, when you name us as a beneficiary, you can designate which
Organization program or initiative you would like your gift to support.
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 enjoy and use 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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Tax Savings – Save on possible federal estate taxes.
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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
To learn more about naming the Organization as a beneficiary, please click on one of the following areas.
Retiring Your Resources to Support Others
Retirement Plans
Insuring Humanitarian Success
Insurance Policies
Saving Our Retirees
Bank, Brokerage and Other Accounts
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. 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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