Open a donor advised fund account

Steward

$1,000

Minimum average monthly balance

Minimum initial contribution

$1,000 (or $100 per month)

Minimum balance fee

$25 annually if balance is below $1,000

Maximum number of distributions

Nine per quarter
($15 fee per distribution if exceeded)

Minimum activity fee

$25 annually if fund is dormant for three or more years

Reporting

Yearly electronic or paper statements for balances above $5,000. For balances of $4,999 or less, yearly electronic statements only (or $10 for paper statements)

Income (earnings on balance)

None

Investment options

None

Investment advisory fee

None

Patron

$10,000

Minimum average monthly balance

Minimum initial contribution

$10,000

Minimum balance fee

None

Maximum number of distributions

15 per quarter
($15 fee per distribution if exceeded)

Minimum activity fee

None

Reporting

Quarterly electronic or paper statements

Income (earnings on balance)

Yes

Investment options

Yes, within two options: investment portfolios and impact investing

Investment advisory fee

1.5% annually (charged quarterly)

Philanthropist

$30,000

Minimum average monthly balance

Minimum initial contribution

$30,000

Minimum balance fee

None

Maximum number of distributions

Unlimited

Minimum activity fee

None

Reporting

Quarterly electronic or paper statements

Income (earnings on balance)

Yes

Investment options

Yes, within two options:
investment portfolios and impact investing

Investment advisory fee

1.5% annually (charged quarterly)

Personal information

* Denotes required fields

Please correct the errors below and resubmit the form

This will be
- an individual fund
- a joint fund
First name *

First Name is invalid

MI

Last name *

Last Name is invalid
Address *

Address is invalid
Address line 2

This field is required
City *

City is invalid
State *
ZIP code *

ZIP code is invalid
Phone (day) *

Phone number is invalid

Phone (evening)

Phone number is invalid
Phone preference *
- day
- evening
Email *

Email address is invalid
SSN *

SSN is invalid
Date of birth *

Date is invalid
Church denomination

This field is required
Conference/district

This field is required
Congregation

This field is required

Second Donor

1. Use the same address as the first donor.
  
  Use the same church information as the first donor.
First name *

First Name is invalid

MI

Last name *

Last Name is invalid
Address *

Address is invalid
Address line 2

This field is required
- City *
  
  City is invalid
- State *
ZIP code *

ZIP code is invalid
Phone (day) *

Phone number is invalid

Phone (evening)

Phone number is invalid
Phone preference *
- day
- evening
Email *

Email address is invalid
SSN *

SSN is invalid
Date of birth *

Date is invalid
Church denomination

This field is required
Conference/district

This field is required
Congregation

This field is required

Additional joint account owners

I would like a charitable services representative to contact me about adding additional joint account owners.

Investment options

If you are interested in participating in the donor advised fund community investing or impact investing options, please contact a representative.

Select an investment option

An investment option is unavailable for the Steward level.

We'd love to hear how you learned about the donor advised fund.
Please select from the options below:

Required

Please specify* Characters Remaining: 152

Value for other is invalid.

Funds

Please select how you would like to initially fund your account.

Appreciated property (for example, stocks, bonds, securities and real estate). A representative will contact you about transferring this asset.
- Estimated value *
Electronic cash deposit.
- Type of bank account *
  - Checking
  - Savings
This field is required.
- Bank routing number *
  
  This field is required.
- Account number *
  
  This field is required.
- Deposit amount *
  
  This field is required.
- Scheduled deposit
- - First deposit date (deposits will be programmed according to this date) *
  - Interval *
- As a convenience to me, I authorize Everence Foundation to withdraw funds from my designated checking/savings account as charitable gift transfers to my donor advised fund. I understand that I or the Everence Foundation may discontinue the electronic fund transfers at any time by notifying the other party.
I’d like to have a representative help me in the set up of my account funding.

* Denotes required field

Allocations

Please specify the percentage of assets – that are remaining in your account at time of death – that you recommend be distributed to the selected charities.

You may also indicate and authorize Everence Foundation to notify the organizations of your commitment.

Percent	Charitable organization
Total %	Allocation of assets must equal 100%

My spouse may change these recommendations upon my death

Yes
No

Authorization

On this day of April 18, 2024, I (we) have designated Everence Foundation as a charitable beneficiary and recommend the Foundation carry out the above distribution(s) upon my death. I am aware that my designations are revocable by me at any time.

Memorandum of understanding

I (we), (“the donor”) have made a contribution to Everence Foundation, 1110 N. Main St., P.O. Box 483, Goshen, IN 46527, (“the Foundation”), for use by the Foundation in the donor advised fund program operated by the Foundation.

The donor and the Foundation agree to the following:

1. The Foundation will establish a donor advised fund in the name of the donor, to which the donor may add at any time, and from which contributions may be made by the Foundation to charitable organizations.

2. The donor may advise the Foundation as to the identity of possible distributees, the possible timing and amounts of distributions, and provide comments on investments. The Foundation may, but is not required to, follow such advice. A distribution from the donor advised fund may not be used to satisfy a legally binding pledge. The relief of that obligation will provide the donor to the donor advised fund with an impermissible benefit under IRS rules.

3. The donor retains no legal power to direct the timing or amounts of distributions, the power to require that distributions be made to certain distributees, or the power to direct investments of the donor advised fund.

4. The Foundation has complete legal ownership and control with respect to contributions, may commingle the donor’s contributions with those of other donors, and has complete investment power with respect to contributions. The donor has no equitable interest in the contributions or the donor advised fund.

5. Distributions from the donor’s donor advised fund will be made to organizations that qualify under the Foundation’s “Guidelines for charity disbursements” as updated from time to time, are described in Section 170(c), 2055 and 2522 of the Internal Revenue Code, and that qualify as 50 percent limit donees under Section 170(b) (1) (A) of the Code.

I agree with the conditions outlined in the donor advised fund "Memorandum of understanding."

Review

Please review this information to make sure it’s accurate before completing the application.

Once you submit it, you will receive a confirmation in the email address you provided.

If you funded your account through a bank account, the actual transfer of funds will take place two (2) to three (3) business days after it’s requested. Thank you for completing this account setup.

Personal information

Second donor information

The second donor has the same address information as the primary donor.
The second donor has the same church information as the primary donor.
An Everence representative will be in touch regarding adding additional joint account owners.

Account funding: Appreciated assets

Account funding: Electronic cash deposit

This is a scheduled deposit: Yes

An Everence representative will contact you to help you arrange the funding of your account.

An Everence representative will contact you about transferring this asset

Distribution of remaining assets

Recommended distribution of assets remaining in the donor advised fund at the time of death:

Selected charities

My spouse may change these recommendations upon my death

On this day of April 18, 2024, I (we) have designated Everence Foundation as a charitable beneficiary and recommend the Foundation carry out the above distribution(s) upon my death. I am aware that my designations are revocable by me at any time.

Memorandum of understanding

I agree with the conditions outlined in the donor advised fund "Memorandum of understanding."

Thank You!

Once your account is successfully funded, you’ll receive an email message with instructions on how to access our secure member portal: My Everence.

You can use My Everence to add funds to your account and to recommend distributions to charities. If you specified a bank account to fund your account, fund transfers will occur in two (2) to three (3) business days (excluding holidays). If your gift is a non-cash asset, you’ll receive access to your fund after the gift is transferred.

An Everence representative may contact you with questions or if additional information is needed.

If you have questions, please contact Everence Foundation, an affiliate of Everence, at (800) 348-7468, or contact an Everence representative.

Thank you for allowing us to serve you!

Everence Foundation

Personal information

Second donor information

The second donor has the same address information as the primary donor.
The second donor has the same church information as the primary donor.
An Everence representative will be in touch regarding adding additional joint account owners.

Account funding: Appreciated assets

Account funding: Electronic cash deposit

This is a scheduled deposit: Yes

An Everence representative will contact you to help you arrange the funding of your account.

An Everence representative will contact you about transferring this asset.

Distribution of remaining assets

Recommended distribution of assets remaining in the donor advised fund at the time of death:

Selected charities

My spouse may change these recommendations upon my death

On this day of April 18, 2024, I (we) have designated Everence Foundation as a charitable beneficiary and recommend the Foundation carry out the above distribution(s) upon my death. I am aware that my designations are revocable by me at any time.

Memorandum of understanding

I agree with the conditions outlined in the donor advised fund "Memorandum of understanding."

Are you looking for:

Open a donor advised fund account

Steward

$1,000

Patron

$10,000

Philanthropist

$30,000

Personal information

Second Donor

Additional joint account owners

Investment options

Funds

0 Selected charities

Allocations

Authorization

Memorandum of understanding

Review

Personal information

Second donor information

Account funding: Appreciated assets

Account funding: Electronic cash deposit

An Everence representative will contact you to help you arrange the funding of your account.

Distribution of remaining assets

Selected charities

Memorandum of understanding

Thank You!

Personal information

Second donor information

Account funding: Appreciated assets

Account funding: Electronic cash deposit

An Everence representative will contact you to help you arrange the funding of your account.

Distribution of remaining assets

Selected charities

Memorandum of understanding

Disclosure

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Open a donor advised fund account

Steward

$1,000

Patron

$10,000

Philanthropist

$30,000

Personal information

Second Donor

Additional joint account owners

Investment options

Funds

Charities

Allocations

Authorization

Memorandum of understanding

Review

Personal information

Second donor information

Account funding: Appreciated assets

Account funding: Electronic cash deposit

An Everence representative will contact you to help you arrange the funding of your account.

Distribution of remaining assets

Selected charities

Memorandum of understanding

Thank You!

Personal information

Second donor information

Account funding: Appreciated assets

Account funding: Electronic cash deposit

An Everence representative will contact you to help you arrange the funding of your account.

Distribution of remaining assets

Selected charities

Memorandum of understanding

Disclosure