Planned giving services

Let us help you receive, administer, and manage gifts to your organization - and support your planned giving program, so you can focus on the heart of your mission. Learn how our full range of capabilities can help. 

Contact a representative

Charitable organizations can use planned giving programs to build a thriving, confident future, and attract lasting support. 

Services

Tailored to your organization

We help charitable organization of all sizes with their planned giving programs and offer customized solutions that align with their values and mission.
A woman taking a call in a support center

Back-office support

Allow Everence to help with the management of the operations and accounting it takes to accept more planning giving gifts, and you can expand your capacity and potential.  
Woman meeting with an adviser

Technical support

Partner with our team of financial and charitable advisors and specialists to help your donors make complex gifts to your organization.
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Educational and marketing support

Let us help you apply the idea of Christian stewardship to your charitable giving programs and provide support and materials to encourage generosity.

Supporters may not realize the full range of gift options and the advantages available to them--and how that can in turn grow the impact they can have on your mission. This includes:

Financial stewardship

Heart and hands at work

Combining a faithful focus with technical capabilities, Everence and the affiliated, donor-advised Mennonite Foundation, have helped thousands of organizations and their supporters grow their generosity since 1952.

Focused on stewardship

Strong and stable stewardship of our financial resources provides confidence to the leaders and management of charitable organizations.

Building relationships

Customized, needs-based services through personal relationships allows us to help your organization in a way that best suits your mission and future.
 

Learn more

We can help you think through how you can grow the charitable giving to your organization. 

Contact a representative

Have a representative walk you through the process.

Other ways to learn more

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.

Investment management

Grow a stronger future, starting today

Group of people analyzing a financial screen

Advantages for charitable organizations

Access competitive endowment and investment management services from Everence to extend and maximize the benefit of gifts you receive.

  • Competitive returns and fees
  • Access to professional consulting and a professional staff
  • Faith-rooted investment selection that can help align with your, and your supporters' values
  • Personal service available to management and boards to develop investment policies and strategies

Learn more about our services for endowment and asset management

Skilled support

Putting the pieces together

The receipt of complex gifts, administration, and distribution requires attention to detail, adherence to applicable legal and tax rules and communication with tax and legal advisors, heirs and the charitable beneficiaries, among others.

Our team can help you and your donors navigate the process: reducing the burden and challenges, to help shape the story of generosity, together.

Watch a story of planned giving in action