Learn About Wills and Bequests


What are the benefits of making a bequest?

  1. You leave a lasting legacy to be remembered
  2. You lessen the burden of taxes on your family
  3. You may receive estate tax savings

How can I learn more?


How do I make a bequest?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or EverTrue as part of your estate plan.


What are my options?

A bequest can be made in several ways:
  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

How do I get started?


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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