These planned giving options offer you a way to set aside and direct how your assets can be used for the benefit of charities and to provide payments to non-charitable parties, such as heirs or back to you.
Watch how Everence member Abe Landes has included planned giving and trusts into his work to help an organization he's passionate about.
Distinct options
Separate plans, each with advantages
Lead trusts and remainder trusts are also referred to as “split interest” trusts, because the assets can set be aside and divided on how payments, and the remainder, are distributed.
Gives now
Charitable lead trust
This arrangement provides current income from your gifted assets to one or more charitable organizations for a period of time – but returns the asset to you or your heirs.
Gives back to you
Charitable remainder trust
A gift of real estate or securities is received into a trust, converted to cash and invested. You receive income from the trust – and after you pass away – the remainder goes to one or more charitable organizations.
When you’re dealing with your finances, you have to really feel comfortable or feel that this person is really working for you. And I just feel that 100 percent with Everence.
Abe LandesEverence member
Review your opportunities
We’ve helped thousands be more generous than they thought possible. We can review your situation and see if this planned gift is right for your situation.
Other ways to get started
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.
Calculator
Estimate your potential gift scenario
You can enter a few figures and 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.
