Organization services

In running your nonprofit or business, managing your financial and people assets is top of mind. We offer our professional services and trusted expertise to help you pursue and achieve these goals.

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Products and services

Build a thriving organization. We help strengthen your financial sustainability to meet your long-term goals in line with your mission and values. We help your organization align your employees’ financial well-being with your organization’s financial well-being.

Employer retirement plans

Take care of your valued employees with a retirement plan that offers meaningful benefits. As your partner, Everence provides a turnkey approach to retirement benefits, and we will walk with you through every step in offering and maintaining a successful plan.

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Group health and employee benefits

Strengthen your benefits package with health coverage for your employees. Everence will partner with you to design and administer a health and benefits plan that truly aligns with your goals, mission and future.

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Charitable and planned giving services

Expand your development and fundraising with services from Everence. Our experienced professionals can help charitable organizations manage and administer planned giving and complex charitable giving – for you and for your donors.

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Endowment and asset management

As part of our endowment and asset management services for nonprofits and business organizations, you can expect personal service, with regular reporting, performance trends, online account access and more.

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Business banking

Our business banking and loans are designed for businesses and nonprofits that like personal attention with low fees and multiple financing options. These services help you practice your values with integrity.

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Business succession planning

Secure the future of the business you've worked so hard to build. An Everence advisor will work with you and your legal and tax partners to craft a plan to smoothly transition ownership, no matter what happens down the road.

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Fact sheet

For decades, nonprofits and businesses have turned to us for a trusted partnership, excellent service and an understanding of their values and needs. Our fact sheet shows the statistics on our partnerships with client organizations.


Download Organization Services Fact Sheet

Let's talk

Email Organization Services today to learn more.

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Or, want to talk now? Give us a call.

We can talk about your organization's financial situation or what's next to support your employees. 

Organization Services

(800) 494-6622 Ext. 4450

Special benefits

Local advisory services – Take advantage of our advisors, who offer trusted expertise to your organization and employees.

Socially responsible investing – Access investment options that consider financial returns and social good.

Budget and debt counseling – Offer free confidential assistance to your employees from a certified counselor on a full range of basic financial issues and questions, at no cost to your organization.

MyNeighbor card – A unique corporate credit card that generates donations for your nonprofit or a favored charity.