Home / Ways To Give / Personal Giving / 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:
For sample bequest language, codicil language, or if you have questions about leaving The Home in your will please contact:
Steve Fulmer
Director of Principal Gifts
617-927-0684
sfulmer@thehome.org
The Tax ID for The Home for Little Wanderers is 04-2104764.
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