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Charitable Giving


Gift annuities

Grow your generosity and create a more secure future with a gift annuity from Everence Charitable Services. You’ll receive a lifetime of payments, tax advantages and the joy of knowing you’re helping your chosen church or charities.

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Here’s how it works

You give a gift of cash, stocks, bonds or other securities to Mennonite Foundation, an affiliate of Everence,  and in return you receive guaranteed annuity payments at a fixed rate for the rest of your life. Most people can deduct a significant part of their gift right away. Plus, part of the annuity payments you receive may be tax-free.

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The donated funds are invested using our stewardship investing principles which means your gift is being invested and managed in a socially responsible way.

After your lifetime, the charities you designated will receive the remaining gift and will benefit from your generosity.

And with a gift annuity through Everence Charitable Services, you may divide your gift among as many charities as you like and change your charity designations at any time.

Warren and Theresa Eshbach worked with Everence to include gift annuities as part of their financial plans in retirement. Read more about how this couple’s plan includes gift annuities.

Deferred Gift Annuity

You make a gift now and get an income tax deduction, but annuity payments are deferred until a later date at a higher rate.

Learn more today

Setting up a gift annuity is easy. For complete details and to learn the payment rate you may receive, contact your Everence Charitable Services representative or advisor today. Or call (800) 348-7468.

Note: Gift annuity payments are backed by the Mennonite Foundation.