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Beneficiary Designation

One of the simplest ways to support HomeStart through your estate is by naming us as a beneficiary of your assets.

Beneficiary Designations are often the easiest type of planned gift to do. All you have to do is name HomeStart, Inc. as a full or partial beneficiary of the remainder of your IRA, 401(k), 403(b), tax-deferred annuity, financial accounts or other qualified retirement plans.


Simply request a change of beneficiary form for your plan administrator and name the HomeStart as a partial (percentage or dollar value) or full beneficiary upon your passing.


Types of Assets to Consider:

  • Retirement Plan, 401K, 403(b) or IRA

  • Life Insurance

  • Bank Accounts

  • Donor Advised Funds

  • Investment Accounts

  • Commercial Annuities

Ways to Include HomeStart

  • A gift of a particular amount of money. For example, you designate $25,000

  • A gift of a percentage. For example, you designate 25% of the account's value

  • Name HomeStart as a contingent beneficiary if other beneficiaries have already passed.

HomeStart’s Legal Name: HomeStart, Inc.


HomeStart’s Tax ID: 04-3311270

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