Let us help you receive, administer, and manage gifts to your organization - and support your planned giving program, so you can focus on the heart of your mission. Learn how our full range of capabilities can help.
Hear from Edith Yoder, CEO of Bridge of Hope National, as she talks about her organization's work and how planned giving services help her meet their mission.
Services
Tailored to your organization
We help charitable organization of all sizes with their planned giving programs and offer customized solutions that align with their values and mission.
Back-office support
Allow Everence to help with the management of the operations and accounting it takes to accept more planning giving gifts, and you can expand your capacity and potential.
Technical support
Partner with our team of financial and charitable advisors and specialists to help your donors make complex gifts to your organization.
Educational and marketing support
Let us help you apply the idea of Christian stewardship to your charitable giving programs and provide support and materials to encourage generosity.
Supporters may not realize the full range of gift options and the advantages available to them--and how that can in turn grow the impact they can have on your mission. This includes:
Combining a faithful focus with technical capabilities, Everence and the affiliated, donor-advised Everence Foundation, have helped thousands of organizations and their supporters grow their generosity since 1952.
Focused on stewardship
Strong and stable stewardship of our financial resources provides confidence to the leaders and management of charitable organizations.
Building relationships
Customized, needs-based services through personal relationships allows us to help your organization in a way that best suits your mission and future.
Learn more
We can help you think through how you can grow the charitable giving to your organization.
Have a representative walk you through the process.
Other ways to learn more
By mail Everence Financial Corporate Office 1110 N. Main St., PO Box 483 Goshen, IN 46527
By phone Phone: (800) 348-7468 or (574) 533-9511 Fax: (574) 533-5264 Hours: Monday - Friday 8 a.m. to 5 p.m. (ET)
In person Feel free to meet one of our financial representatives in person at an office near you. Find your local Everence office.
Investment management
Grow a stronger future, starting today
Advantages for charitable organizations
Access competitive endowment and investment management services from Everence to extend and maximize the benefit of gifts you receive.
Competitive returns and fees
Access to professional consulting and a professional staff
Faith-rooted investment selection that can help align with your, and your supporters' values
Personal service available to management and boards to develop investment policies and strategies
Skilled support
Putting the pieces together
The receipt of complex gifts, administration, and distribution requires attention to detail, adherence to applicable legal and tax rules and communication with tax and legal advisors, heirs and the charitable beneficiaries, among others.
Our team can help you and your donors navigate the process: reducing the burden and challenges, to help shape the story of generosity, together.
