Gift Planning - Legacy Circle

Retirement Plans and Life Insurance

It is very easy to name The Home for Little Wanderers as a beneficiary of a life insurance policy or retirement plan, such as an IRA, 401(k), or 403(b).

Simply complete a beneficiary designation form with your insurance policy provider or with the administrator of your retirement plan. 

The Home can be designated as a partial (1-99 percent), whole, or contingent beneficiary, while The Home’s tax-exempt status enables a gift to be made free of tax.

 

Similar to a bequest, a beneficiary designation enables you to:

  • Make a meaningful impact on The Home without drawing on money from your bank account.
  • Remove assets from your estate and reduce tax liability.

 


 





 

 

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If you would like to learn more
Please contact:

 
Cathy Black
Senior Philanthropic Officer
617-927-0677
cblack@thehome.org

 

 


 

The Tax ID for the Home for Little Wanderers is  04-2104764