We do not charge admission. We do not means-test. Every dollar funds workshops, calculators, and educational materials used by SSI/SSDI recipients, public-sector retirees, and households without a financial advisor.
Tax-deductible to the full extent allowed by law · EIN 41-5062266
Secure checkout via PayPal. You can use any major credit card — no PayPal account required.
You will receive an email receipt for your tax records.
501(c)(3) determination effective March 18, 2026
Verifiable on IRS Tax Exempt Organization Search
Registered nonprofit corporation, public benefit purpose
Processed by PayPal · we never see your card
The Foundation has zero paid staff. 100% of donations fund education delivery — venue rentals, printed materials, calculator hosting, and outreach to underserved communities.
One workshop attendee receives a full take-home guide covering AIME/PIA, filing strategy, and SECURE Act 2.0 inherited IRA rules.
Covers materials and outreach for one Social Security workshop at a public library or senior center in Southern California.
Pays for a full venue partnership, audio-visual equipment, and printed handouts for an audience of 30–60.
Underwrites the engineering and hosting of one public retirement calculator (RMD, IRMAA, Roth Conversion, etc.) for a year.
Mail a check: Payable to "Retirement Literacy Foundation" · 1401 21st Street, Suite R, Sacramento, CA 95811
Stock or DAF gifts: Email [email protected] for transfer instructions.
Workplace matching: Many employers match nonprofit donations — ask your HR department about Retirement Literacy Foundation (EIN 41-5062266).
Volunteer or partner: If you have a venue, audience, or expertise to share, we'd love to hear from you. Call 714-584-4921 or use the contact form.