Did you know?
Twelve ways Everence Financial helps you integrate your faith with your finances
1. Everence has a history of making a difference.
Founded in 1945 by the Mennonite Church, Everence grew out of a long tradition of church communities putting faith into action by sharing resources with each other. We believe it’s possible to incorporate your faith and values with your decisions about money.
2. The Everence stewardship investing philosophy walks hand-in-hand with your values.
Your investments can do more than generate monetary returns. In fact you can integrate faith and values into your investments through the Everence stewardship investing philosophy – a philosophy motivated and informed by faith convictions. It considers and balances both the social and financial returns. We do this by screening companies, shareholder advocacy and community development investing, all within the intent to help you live out your faith with your investment dollars.
3. Everence provides numerous services for your congregation.
Everence provides specific services geared toward congregational ministry. Some, but not all, of these services include church loans, Sharing Fund matching grants to assist people experiencing financial hardship, trust services, employee benefit packages, educational resources, and budget and debt counseling.
4. Educating provides tools and resources to help you on your stewardship journey.
Everence provides seminars to groups on estate planning, advance medical directives, charitable giving and other topics. These seminars can be done in a Sunday school class, weekly group meetings or any group gathering.
5. Everence Foundation helps you maximize your charitable giving.
Supporting a favorite charity can be one of life’s greatest joys. Everence Foundation can help you make a lasting impact on the missions and ministries you want to support, through flexible and unique products like our donor advised fund and charitable gift annuities. They’re simple ways for you to make a difference – and receive tax benefits.
6. Everence offers banking services.
Through Everence Federal Credit Union, we provide the banking products and services you need, including checking and savings accounts, Visa credit and debit cards, mortgages, personal loans, and much more. Because we are part of a national network of credit unions, members can take advantage of shared branching that allows you to use over 5,000 credit union branches and nearly 30,000 ATMs nationwide.
7. Everence is also a trust company.
Everence Trust Company can help individuals, businesses, congregations and other organizations to develop investment and estate strategies to meet your needs. Our representatives are available to assist with investment management, trust administration, retirement accounts, estate planning and administration, income tax issues, planned charitable giving and business succession planning.
8. Everence offers Medicare supplement plans and other insurance benefits.
Individuals, families, businesses and congregations can purchase medical coverage from Everence, as well as other insurance plans such as life, disability and long-term care.
9. Everence has numerous savings and investment options to help you save for the future.
Meeting your goals requires an intentional and disciplined approach to savings. Everence can help you reach those goals, through products and services such as socially responsible investments, annuities, savings accounts, share certificates, money market accounts and other options.
10. Everence provides benefits for employers.
When you run a business, manage employees, operate a not-for-profit or provide administration for a large organization or group, your decisions impact many people – including your employees. Everence offers products and services rooted in values that respect your resources and go beyond the bottom line. We can work with you to provide a full complement of benefits including health, life and disability insurance, retirement benefits and much more.
11. Your Everence representative is available to work with you.
Our representatives understand how hard it can be, no matter where you are on your faith and financial journey. Our broad range of specialists allows us to serve your stewardship needs throughout your life. Our goal is to help you take on the future with confidence.
12. Everence brings value and benefits to membership.
As an Everence member (someone who owns any plan/product), you receive additional value and benefits. Among the benefits that our members receive: $50 grant to assist with the cost of writing or updating a will; a $1,000 accidental death benefit for members 70 and under; eligibility for Everence College Scholarships, and home equity and vehicle loan discounts.
Everence offers credit union services that are federally insured by NCUA. We also offer securities and other products that are not federally insured and are subject to loss of principal. All products not available in all states.