Charitable gift annuities

Grow and share your heart for missions and good work, in a way that offers you steady payments for life, then with funds going to your selected charities. Let us show you how this creative tool can work. 

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See how friends to one arboretum are supporting its beautiful mission today and for tomorrow, through lasting generosity

How it works

Giving back that gives to you

Many people have employed gift annuities in their charitable planning because of the way it can support charities, provide steady payments, flexibility. Some donors choose to sign multiple gift annuities.  

Lifetime payments, life legacy


See how funds flow in this gift plan

See how it works


Get a sense of how this gift may be a fit for you

 

Advantages

Benefit from your generosity

See why many people appreciate how a gift annuity works, with its multiple advantages and ability to grow and participate in stewardship investing.

Guaranteed lifetime payments

Many people have found that the steady payments through a gift annuity offers them an extra measure of financial security in retirement.

Turn assets into impact

Fund your gift annuity with a range of assets, including cash, stocks, bonds, commodities, retirement assets and more.

Tax advantages

You may be able to deduct a significant part of your gift right away, and part of the annuity payments you receive may be tax-free.

Flexibility

You may divide your gift among as many charities as you choose – and you can change your charity designations at any time.

Options

A current gift annuity offers immediate payments, while a deferred option offers payments starting later, at a higher level.

Impact

Putting generosity in the plan

Learn how Theresa and Warren Eshbach included gift annuities as part of their retirement planning.

Read their story

Start your charitable gift annuity today!

Contact an Everence representative – or request that one contact you – for more information.

Contact a representative Request information

Need additional help?

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.

Rates and fees

How much does it cost to get started?

A gift annuity requires a minimum $10,000 deposit.

Contact a representative to learn more

Calculators

Estimate your potential gift scenario

You can enter a few figures and calculate to see the potential payments and tax advantages this gift plan to your financial situation. Share with your financial advisor, accountant or attorney for more complete expectations.

Portfolio link

Manage your generosity with our Portfolio Link

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. 

 

Learn more

Disclaimer

Gift plans administered by Mennonite foundation, an affiliate of Everence.

Gift annuities are back by Mennonite Foundation.