About Everence

Everence is a faith-based financial services organization that helps individuals, families, churches and organizations integrate their faith and values with financial decisions. We offer banking, investing, financial planning, insurance and charitable giving services, helping bring the pieces of your financial life together.

We believe financial well-being is connected to the way we live, give and care for others. Rooted in faith, community, generosity and care, Everence helps people and organizations use their financial resources with purpose, so they can live out their values today and for generations to come.

Our mission statement

Together, we empower financial well-being for faith-inspired living.

faith-inspired financial services

How does Everence integrate faith and finances?

Faith-inspired financial services bring your financial decisions and your values together across banking, investing, financial planning, insurance and charitable giving. For us, empowering financial well-being for faith-inspired living means helping our members live out their faith and values in ways that bring meaning to their lives and goals. As an organization, we also seek to bring meaning, intention and generosity into our actions.

Benefits of being a member

When you join Everence, you have the option to also join Everence Association, which is a fraternal benefit society that offers member benefits, grants and scholarships.

Our impact together

We believe your financial journey is part of a larger mission – one shaped by faith, guided by values, and lived out in the community. See the annual impact report for the stories and figures that demonstrate how together, Everence and our members make a positive impact.

Stewardship in daily life

Read stories from our members and professionals highlighting real, inspiring people – like you – who live out their values of generosity, faith and care every day.

Join our team

See open positions in a variety of professions, from actuarial services and information technology, to client-facing administrative staff, financial professionals and more.

Helping you live and give your values

Everence serves individuals and families, churches, congregations, nonprofits, ministries and other organizations with financial services designed to bring faith and values into financial decisions.

Individuals and families

Plan for today and tomorrow with financial guidance that brings together your goals, faith and values, including opportunities to make generosity part of your financial and legacy plans.

Churches and congregations

Support your congregation and its mission with financial services, stewardship education and resources designed with faith communities in mind.

Organizations and nonprofits

Put your mission and values to work through financial services and guidance for organizations.

INVESTING PRINCIPLES

Reflecting our values

We believe investing can be about more than financial goals. Stewardship investing is our approach to making investment choices that reflect our faith and values while seeking to make a positive impact on communities around the world.

Everence offers portfolios and options that allow our clients to invest with these values in mind, if doing so aligns with their values and goals. We also choose to invest our corporate investments with stewardship investing in mind.

What is stewardship investing?

Stewardship investing grows out of our 500-year-old Anabaptist faith tradition.

We believe that our values should inform all aspects of our lives.
We are called to work for peace, justice, compassion and spiritual transformation.
We are caretakers of creation and the communities around us, and we must preserve them for future generations.
We are called to be financially productive – to make good and wise use of all the resources God has entrusted to us.

WHERE THE PEOPLE GO

Our history: Everence since 1945

Everence has roots in the Anabaptist and Mennonite tradition and a history of faith-inspired financial service dating to 1945. Since then, Everence and our members have been making a difference in the world through meaning, generosity and care. That history continues to shape the trusted relationships we seek to build with our members today.

Originally known as MMA (Mennonite Mutual Aid), Everence began by offering loans to church service volunteers. Everence Federal Credit Union, previously known as Mennonite Financial Federal Credit Union, traces its roots to a small Pennsylvania credit union chartered to serve employees of Mennonite Publishing House and local Mennonite churches in Scottdale, Pennsylvania.

Today, our history continues to shape how we serve: with a commitment to financial well-being, stewardship, generosity and care.

A conscientious objector, unidentified, cares for a patient at New Jersey State Hospital in Marlboro, New Jersey in 1943–1946.

1945

Mennonite Mutual Aid Inc. is incorporated, and we establish our original loan program for Civilian Public Service workers returning home from their assignments following World War II.

The first leader of Mennonite Foundation, John Rudy (speaking), would create the early stewardship educations at MMA.

1952

Our charitable services entity, Everence Foundation (originally Mennonite Foundation), is formed to provide counsel for planned charitable giving to members wanting to make difference in the world by supporting the causes that are most important to them.

The first meeting of MMAA's fraternal association included delegates from the following churches: Brethren in Christ, Evangelical Mennonite, General Conference Mennonite, Mennonite Brethren, and (Old) Mennonite.

1966

We become organized as a non-profit fraternal benefits society to provide mutual aid and insurance support to our members.

1979

Financial assistance for those in need (in partnership with local congregations) is offered through our Sharing Fund program. Everence members help provide this support when they purchase certain products from us and become part of our community.

1980s

Our various charters are amended and broadened to include other Anabaptist-related populations and groups.

Praxis Banner with artisanal baskets and coffee

1994

Praxis Investment Management^® is introduced, as a way for people to integrate their faith and values with their investments. Through our mutual fund family, shareholders have the opportunity to generate positive results for others, as well as themselves.

CDI Ethan Pines Raice group of kids sitting

1999

We begin incorporating community development investing into what we do, as a way to support efforts to replace practices of injustice and exclusion in the world with access, opportunity and hope.

Retirement age couple sitting on a pier looking out over a lake at golden hour.

2001

We begin offering trust and estate services to help individuals and organizations develop financial strategies that allow them to make a profound impact on the people and ideas they care about.

2009

Our financial services and banking areas join together when Mennonite Financial Federal Credit Union becomes MMA's banking associate – a partnership that's focused on helping people integrate their financial decisions with their faith and values.

2010

After a more than 50 year journey, MMA and Mennonite Financial Federal Credit Union adopt a new joint name – Everence^® – to better offer banking, insurance, investments, asset management, financial planning and other financial services with community benefits and stewardship education.

Vanessa Caruso with her son in Everyday Stewardship 2016

2014

On the verge of our 70th anniversary, we launched our comprehensive financial planning service – an interactive, personalized service that empowers individuals and families to determine the financial path that fits their dreams, goals and values, with the help of our professional consultants.

Three young adults discussing their work together while holding a stack of papers.

2021

To serve individuals often left out of formal financial systems, we launched a pilot for our new Everence Community Investments micro-lending program in Philadelphia.

A Latina congregational member of Ark of Salvation raises her hands in worship.

2023

Record-breaking $104+ million distributed to nonprofits by members through their Everence charitable giving accounts. Everence transitioned from denominational agency to ministry partner of Mennonite Church USA – enhancing collaboration in response to shifts in church life and ministry.

Lynette Morales with StewU participant in 2020

Today

Everence can support you, your business or nonprofit, and your church in reaching your financial goals, with faith-inspired financial solutions.