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.
Walking With You

Confidence for the journey ahead

Pastors 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 assistance grants

Grants are available to help pastors who are experiencing critical need, serving under-resourced communities, and/or are impacted disproportionately by COVID-19 pandemic economic hardships1. Talk to your denominational/church network leadership and/or Everence stewardship consultant about being referred for one of these grants.

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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 develop a financial plan that incorporates your faith and values, to find financial relief and a path to meet your short- and long-term financial goals. Pastors are asked to contribute a $200 or $500 co-pay (depending on the plan type), which churches, conferences/districts, and denominations may assist to pay.

Since our [Hispanic] congregation is so small, they don't have the means to pay me. Our student loan is under an income-based repayment plan because we can't make payments on it at this time. [The financial assistance grant] helped pay down that loan, and we're able to manage those payments better.

Pastoral Financial Wellness Program participant Indiana

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!

Your partner along the way

Planning your financial life may be one of the best gifts you'll ever give yourself, your loved ones, and the church members you serve. And with Everence, you can expect to work with a qualified representative and supportive team that understands your needs, in a way that's convenient for you – whether that's in person, by phone, online or in other ways.

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.

Pastoral Financial Wellness Program participant Iowa

Calculators

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

  • Retirement planning
  • Personal finance
  • Savings goals

Budget and debt counseling

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

 

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.

 

Disclosure

1Pastoral Financial Assistance Grant recipients must be referred by their denominational/church network leadership (such as their conference or district minister) and/or an Everence stewardship consultant. 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. Special considerations may be provided for grant requests of up to $10,000, depending on circumstances. Pastors who previously received a financial assistance grant from the Everence Pastoral Financial Wellness Program are 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 Concourse Financial Group Securities, a registered broker-dealer and member of 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 Concourse Financial Group Securities, or its affiliates.