Grow your ability to make a world of difference with charitable planning, tools and approaches that can offer you advantages today and tomorrow -- and that can make an impact for generations to come. Entrust us and our affiliate Mennonite Foundation to help you reach your goals for giving.
A range of plans are available for giving that is right for your financial situation, current income, future expectations, your goals and how you would like to pass on your values to family, other heirs and church and charitable organizations.
At Everence, we see generosity as an important part of developing and carrying out your overall financial planning, which includes your trust and estate planning, and the ability to grow your capacity to give through investment planning and more.
Ask us about the services resources to help you get started and keep you on your financial path.
Corporate address
Everence Financial Corporate Office
1110 N. Main St., PO Box 483
Goshen, IN 46526
(800) 348-7468
Through the Portfolio Link you can review detailed portfolio information including: portfolio summary, current holdings, transaction activity, account summary, investment details, and tax lot listings.
