Pastoral Financial Wellness Program

As a pastor, you give so much of your time and talents, often with lean resources and significant financial challenges. And these challenges, if left unsaid, can impair and hinder your ability to lead your congregation and fulfill your calling to the ministry. That's why we offer a special financial wellness program for pastors, to help you walk confidently on your financial stewardship journey.

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Walking With You

Confidence for the journey ahead

As a pastor, you face some unique and often challenging financial circumstances – from debt reduction to retirement readiness – that can put stress on your personal and ministerial health and wholeness. That's why Everence® offers ways to help you address your financial needs and goals – because when our pastors are healthy, our congregations also benefit. 

Grants, subsidies and resources

Take your next step

The Everence Pastoral Financial Wellness Program is funded, in part, by generous support from the Lilly Endowment Inc. Credentialed and active pastors from any of our affiliated churches may participate in any – or all – of the following ways:

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Financial education events

Everence offers educational events for pastors and their spouses on topics such as preparing for retirement, clergy taxes, debt reduction, cultivating generous congregations and more. Contact your conference or district minister/overseer or Everence stewardship consultant about upcoming events.

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Financial planning subsidies

Pastors can receive a $1,000 subsidy2 to help develop a financial plan, to find relief from financial burdens and a path to meet your short- and long-term financial goals – while integrating your money decisions with your faith and values. Pastors are asked to contribute a $200 or $500 co-pay (depending on the type of plan), which churches and conferences/districts may assist to pay.

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Financial planning provided us an opportunity to reflect on goals like saving for college and retirement, and encouraged us to make decisions that will benefit our family in the future.
Mennonite Church USA pastor

Get started

Ready to take the journey to financial well-being? Find a local Everence stewardship consultant or contact us, and we'll be happy to help you get started!

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Your partner along the way

Planning your financial life may be one of the best gifts you will ever give yourself, those you care about, and the congregation you serve. And with Everence, you can expect to work with a qualified representative and be supported by a team that will work to understand your needs, in a way that's convenient for you – whether that's in person, by phone, online or in other ways.


Estimate your financial situation with our calculators, which can help offer guidance for a variety of situations:

  • Retirement planning
  • Personal finance
  • Savings goals

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Budget and debt counseling

Get your finances on track using our free, confidential budget and debt counseling service with LSS Financial Counseling.


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Everence values

By working with Everence, you help make a difference for our members and community. We live out our values through responsible money management and giving back to others through unique community investing, grant-making and charitable giving programs.


See what makes us different


1Pastoral Financial Assistance Grants will be awarded on a first-come-first-served basis, and are subject to availability. Grant applications should not exceed $5,000 per request. Pastors who have previously received an Everence Pastoral Financial Assistance Grant as part of this program or previous versions of this program are not eligible to apply again. Everence reserves the right to discontinue the grant program without prior notice.

2 Pastoral Financial Wellness Program financial plan subsidies will be awarded on a first-come-first-served basis, and are subject to availability. To participate, pastors must work with an Everence financial planner. Pastors who have previously received a financial plan subsidy as part of this program or previous versions of this program are not eligible to receive another subsidy. Everence reserves the right to discontinue the subsidy program without prior notice. 

Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by ProEquities, Inc., or its affiliates.