Grow and share your heart for missions and good work, in a way that offers you steady payments for life, then with funds going to your selected charities. Let us show you how this creative tool can work.
Hear from one Everence member about how he makes a difference for members in his community through his charitable giving.
How it works
Giving back that gives to you
Many people have employed gift annuities in their charitable planning because of the way it can support charities, provide steady payments, flexibility. Some donors choose to sign multiple gift annuities.
Lifetime payments, life legacy
See how funds flow in this gift plan
See how it works
Get a sense of how this gift may be a fit for you
Advantages
Benefit from your generosity
See why many people appreciate how a gift annuity works, with its multiple advantages and ability to grow and participate in stewardship investing.
Guaranteed lifetime payments
Many people have found that the steady payments through a gift annuity offers them an extra measure of financial security in retirement.
Turn assets into impact
Fund your gift annuity with a range of assets, including cash, stocks, bonds, commodities, retirement assets and more.
Tax advantages
You may be able to deduct a significant part of your gift right away, and part of the annuity payments you receive may be tax-free.
Flexibility
You may divide your gift among as many charities as you choose – and you can change your charity designations at any time.
Options
A current gift annuity offers immediate payments, while a deferred option offers payments starting later, at a higher level.
Impact
Putting generosity in the plan
Learn how Theresa and Warren Eshbach included gift annuities as part of their retirement planning.
Start your charitable gift annuity today!
Contact an Everence representative – or request that one contact you – for more information.
Need additional help?
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.
Rates and fees
How much does it cost to get started?
A gift annuity requires a minimum $10,000 deposit.
Calculators
Estimate your potential gift scenario
You can enter a few figures and calculate to see the potential payments and tax advantages this gift plan to your financial situation. Share with your financial professional, accountant or attorney for more complete expectations.
Portfolio link
Manage your generosity with our Portfolio Link
Through the Portfolio Link you can review detailed portfolio information including: portfolio summary, current holdings, transaction activity, account summary, investment details, and tax lot listings.
