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Beneficiary Gift

Beneficiary designation gifts are often considered an alternative form of bequest because they pass outside your will or living trust. Because they transfer directly to named beneficiaries, you do not need to modify your will or living trust to make these kinds of gifts.

How to leave a beneficiary designation:

  • Request a “change of beneficiary” form from your plan administrator.
  • List Bethesda Health Group Inc. as the beneficiary with the following information:

Bethesda Health Group Inc.
12101 Woodcrest Executive Drive, Suite 200
Creve Coeur, MO 63141
EIN#: 43-0666738

Gifts of the following assets may be transferred by beneficiary designation:

  • Retirement assets include traditional IRAs, Roth IRAs, 401(k)s, and 403(b)s
  • Life Insurance, Bank Accounts, Donor Advised Funds, Investment Accounts

If you have questions about the John W. Rowe Heritage Society, or how to include Bethesda Health Group in your estate plans, please contact Linda Sanders, Corporate Vice President and Director of Development, at lsanders@bethesdahealth.org. 

“I will always be grateful to Bethesda for the loving care they gave my mother during the last seven years of her life. She was treated with kindness, dignity, and genuine compassion every day. I placed Bethesda in my estate plan so that other families may experience the same comfort and confidence we had.” -John W. Rowe

From Appreciation to Action: John W. Rowe Gives Back

The John W. Rowe Society recognizes John Rowe’s exceptional leadership that has shaped Bethesda Health Group for more than 39 years. John has served with distinction as a member of the Board of Directors, as Chairman of the Board of Director and as President and CEO of Bethesda. He remains serving on the Board today.

A man of deep faith and a trusted leader in the community, John has always lived by the values of service and generosity. His commitment to giving back inspired him to include Bethesda as beneficiary of his IRA—an enduring expression of his dedication to our mission and to the seniors who depend on us.

Many donors find that including Bethesda in their estate plans is a deeply meaningful way to make an even greater impact than they imagined. You can make that impact too.

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Explore more ways to make an impact through the John W. Rowe Heritage Society

Will or Trust
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Establish a Named Fund
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Refundable Entrance Fee
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