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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:
If you would like to learn more
Senior Philanthropic Officer
The Tax ID for the Home for Little Wanderers is 04-2104764