Express your generosity in a simple, streamlined and flexible way. Opening a donor advised allows you to make a wide range of gifts, and grow the ability to make a profound difference today and in the future.
See how Mary Oyer made a unique gift of a cherished cello to fund a donor advised fund and further her impact.
Starting a donor advised fund is easy. First you make a contribution of cash or other assets with a fair market value, then you recommend how and when those funds are distributed to your favorite charities.1
There are good reasons why donor advised funds have been growing in popularity. The versatility, convenience and potential tax advantages make it an attractive choice for individuals, families and organizations to give.
Who could have known when Mary Oyer started playing cello in sixth grade that it would help her generously support causes dear to her heart when she was in her 90s?
Three options allow you to select the right donor advised level, which can allows you to make the most of this opportunity and find a right fit in your financial life.
Unsure which option makes the most sense for you? We can help. Talk to a representative or find an Everence office that serves you, to see how setting up an account can fit in your overall financial plan and goals.
Setting up a donor advised fund was "...a very smooth process. I can't imagine it going better than it did."
Everence member and retired Goshen College professor
It's simple to set up and get started
You can recommend a distribution by accessing your account online.
You may also use the distribution recommendation form and send it by email, postal mail or by fax. When sending distribution recommendations by fax or email, please include:
An average monthly balance below $1,000, or a dormant account for three or more years, both incur a $25 annual fee.
Electronic or paper statements are available for balances above $5,000. For balances of $4,999 or less, electronic statements are available (or $10 for annual paper statements).
Investment advisory fees1 for accounts using the Patron or Philanthropist investment options are 1.5 percent annually (charged quarterly).
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.
