What's possible together

At Everence®, we believe your financial journey is part of a larger mission – one shaped by faith, guided by values, and lived out in community. As we mark 80 years of service, this annual report reflects how we’ve continued to walk alongside individuals and communities – helping connect finances with purpose and empowering faith-inspired living. Rooted in our Christian Anabaptist principles of stewardship, mutual aid, and shared responsibility, we’re grateful for the trust you place in us as we plan, give, and grow – together.
more than making a profit

Financials and stories of impact

In 2025, we focused on empowering financial well-being and putting faith and values into action – serving our clients, members, and communities with care.
business--piggy-bank

$8.9 billion

in assets managed for clients seeking to align their finances with their faith and values
heart-hand

$128.6 million

in charitable gifts distributed to 4,300 nonprofit organizations on behalf of our members
user--group-staff

$786,000

in Sharing Fund grants matched by $1.2 million from churches, supporting thousands of families with essential needs
business--credit-card

$548,800

contributed to 616 charities and churches nationwide through the MyNeighbor credit card program
Jack Crawly of Water Street Mission posing in front of sign.

Transformational mission

By Becky Kasparek

Restored to be restorers

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Published:

Andi Santoso from Surabaya, Indonesia.

Sharing the tools to create lasting impact

By Sharon Hernandez

When Andi Santoso and his family first moved to the U.S. from Surabaya, Indonesia, it was like starting from zero.

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Published:

Ruthi Zimmerman and Jamie Detweiler pose together in conversation about Zimmerman Next Generation Memorial Fund.

A love story leads to lasting legacy

By Becky Kasparek

Ruthie Zimmerman is paying the couple’s faith and generosity forward

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Tim Penner with employee at Harper Industries

Driven to give

By Abby King

Tim and Faith Penner, and Harper Industries, on their commitment to charitable giving

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Raul and Veronica Castro celebrate after closing on a loan with Everence Federal Credit Union in Philadelphia.

Widening the doors to community development

By Sharon Hernandez

Everence Community Investments helps bridge the gap of funding accessibility

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Published:

Be strong and courageous; do not be frightened or dismayed, for the Lord your God is with you wherever you go.

Joshua 1:9
LIVING THE MISSION, together

A look back at 2025

In 2025, the Everence community continued to live out our mission in meaningful ways—through everyday actions, faithful decisions, and a shared commitment to something greater than ourselves. Here’s how that mission came to life, together.
Everence President Ken Hochstetler poses in office.

Letter from the President

Guided by faith and a shared commitment to community, Everence members and clients are using their financial resources to make a difference. Together, we’re putting values into action, supporting what matters, and shaping meaningful change.
Walking together

Your financial journey. Let's go.

Your mission matters – and you don’t have to walk it alone. At Everence, we’re here to support your financial well-being with services that reflect your faith and values, so you can live with purpose at every stage of life.