Retirement Trust Foundation

Update

Updated 8/18/10





RETIREMENT TRUST FOUNDATION UPDATE

August 9, 2010

As reported at the 2010 Education Forum & Annual Meeting, a total of $8,703.85 was contributed to the RTF by the members of the Northeast District during the 2009 - 10 year.

Look for a new way to make your contribution to the Trust...pre-addressed envelopes will be available at the September membership meeting for your use.  Just fill in your information, insert your check, seal, stamp and you're done!  What could be easier?

The chapter and the division will both get credit for your contribution.

Admin to Admin....Helping Our Own.


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A brief history of the Retirement Trust Foundation:

In 1958, a Declaration of Trust created the National Secretaries Association Home Trust Fund.  The Retirement Trust Foundation was created in 2000.  This independent, non-profit organization is administered by a six-member International Board of Trustees, four of whom are elected at large from the membership of IAAP, and serve with the IAAP International President and Treasurer.

The IAAP Retirement Trust Foundation is a tax-exempt charitable organization.  Contributions made to the Foundation are deductible.  Bequests, legacies, devises, transfrers or gifts to or for the Trust's use are deductible for Federal estate and gift tax purposes.

The Trust was formed and operates exclusively for charitable purposes; i.e., for the primary purpose of acquiring, maintaining and operating homes for needy and elderly administrative professionals and otherwise assisting needy and elderly administrative professionals.  The demand for comfortable, affordable housing for retired administrative professionals is growing, and the RTF seeks to fill that need with Vista Grande.

The benefits of the RTF begin from the time you become a member of IAAP.  The website - www.iaap-rtf.org - a wealth of information about financial planning for retirement, insurance, health care, etc.  Check it out!

 

 

 

Retirement Trust Foundation

The Retirement Trust Foundation Committee promotes interest and develops fundraising projects to support the Retirement Trust Foundation. For more information on the Harrisburg Chapter's efforts, contact Kathie Hook CPS/CAP.
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