The features of your account vary based on the minimum balance you plan to keep in your fund. Please select a level that best fits your needs. Custom components and arrangements available for funds of $500,000 or more.
Yes, within three options:
investment portfolios, community investing and impact investing
Investment advisory fee1
1.5% annually (charged quarterly)
0 Selected charities
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.
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.
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 contactan Everence representative.
Thank you for allowing us to serve you!
1 The investment advisory fee schedule is reduced for fund accounts over $100,000. Additional fee arrangements may be available to fund accounts of $500,000 and more.
The donor advised fund account is administered by Everence Foundation and/or Everence Trust Company.