Skip to main content

Organizational services

In running your business or nonprofit, managing your assets well is top of mind. To help you pursue this goal, you receive our professional services and trusted expertise to:

  • Strengthen your financial sustainability to meet your long-term goals and mission.
  • Align your employees’ financial well-being with your organization’s financial well-being.

Invest in your people

Employee benefit services

To strengthen the financial security of your employees, choose from among our health, retirement and other benefit options supported by trusted advisors.

Individual services for leaders and employees

To deliver unique value to your staff, offer insurance and financial services along with individualized counsel to complement your employee benefits.


Strengthen your finances

Asset and gift management

To build a sustainable future, use our professional investment management and full charitable gift services alongside comprehensive training and support, all for competitive fees.

Small business banking and lending services

To meet your ongoing financial needs, receive our prompt personal attention with a full range of cost-effective banking services and innovative financing options.

Contact us

Everence advisors and representatives can help your organization make financial decisions that reflect your goals and values. Talk to your Everence advisor today; call (800) 494-6622 or email