Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to EverTrue. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to EverTrue. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

Gift of Insurance
Insurance
EverTrue
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Benefits of gifts of life insurance

  • Receive a charitable income tax deduction
  • If EverTrue retains the policy to maturity, you can receive additional tax deductions by making annual gifts so that we can pay the premiums
  • If EverTrue cashes in the policy, you will be able to see firsthand how your gift supports our charitable work
  • If we retain the policy to maturity, or you name us as a beneficiary, once the policy matures, the proceeds of your policy will be paid to our organization so that we can use the proceeds to further our charitable work

How to make a gift of life insurance

To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include EverTrue as the beneficiary of your policy.

Contact us

If you have any questions about making a gift of a life insurance policy, please contact us. We would be happy to answer questions that you have.

Please let us know if you have already named us as a beneficiary of your life insurance policy. We would like to thank you and recognize you for your gift.

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Meet our Advancement Team

Jackie Hamilton CFRE
Vice President Advancement
Saint Louis, MO
[email protected]
314.300.3445
Rebecca "Becky" Zimmer. CFRE
Executive Director of Planned Giving
Saint Louis, MO
[email protected]
314.262.8284
Stacy Klann
Executive Director of Development
Topton, PA
[email protected]
717.440.9855
Erin Hentz
Director of Annual Giving
St. Louis, MO
[email protected]
314.373.4081
Gina Timme
Director of Development
Saint Louis, MO
[email protected]
314.373.4094
Ron Freiburghaus
Planned Giving Officer
Columbia, MO
[email protected]
573.876.5803
Stephanie Holmes
Executive Director of Development
Peoria, IL
[email protected]
309.683.1298
Christine Rutherford
Christine Rutherford
St. Louis, MO.
[email protected]
314.262.8256