Charitable Giving

Maximize your impact through purposeful and evidence-based stewardship.

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Stewardship Built Around Your Values

As Christians, we are called to bring the first fruits of our increase into the storehouse. At Evergreen Financial Group, we believe that being a good steward means maximizing the resources you’ve been entrusted with (Matthew 25:14-30).

We help you move beyond simple cash donations to utilize tax-efficient strategies that allow you to give more to the causes that matter most.

    
 
 
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   Karen Amende 
 May 17, 2026
 
 
 Trustindex verifies that the original source of the review is Google. We are extremely pleased with the service provided by Tim, and now also, Luke of Evergreen Financial Services.  Not only do they provide investment services for our particular comfort risk, but they also guided us through preparing a financial plan.  That's been extremely valuable.  We looked at the whole picture instead of just our bank account!  Tim and Luke are both so patient, kind and helpful, besides being really knowledgeable.  We've enjoyed working with them and plan to continue.  We'd recommend Evergreen to any of our friends!
  
 
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   Lynn Lunde 
 November 6, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Tim is very knowledgeable and cares deeply about the well-being of his clients.  He goes above and beyond to research when we have questions, and has provided valuable advice to us on numerous occasions.  We have total trust in Tim and his organization, and are thankful for his guidance as we seek to be good stewards of all God has gifted us with. I would highly recommend him.
  
 
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   Stasi Brown 
 June 27, 2025
 
 
 Trustindex verifies that the original source of the review is Google. We have been with Evergreen for a couple of years, and have been extremely satisfied with Tim and his team. They are professional, trustworthy, knowledgeable, and committed to finding the best pathway to our goals, which they continue to do a great job at. We highly recommend Evergreen!
  
 
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   Priscila Hoover 
 June 20, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Our family has been working with Evergreen Financial Group for almost 5 years now, and we couldn't be happier with the knowledge and assistance this group has brought to our financial planning. Tim and his team make sure we are been lead through a successful path always looking for the most suitable options to achieve our family goals.
  
 
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   Joshua Fitch 
 May 15, 2025
 
 
 Trustindex verifies that the original source of the review is Google. Love Evergreen Financial Group! Taking us places financially we couldn't have gotten on our own!
  
 
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   Luke Hudson 
 November 19, 2024
 
 
 Trustindex verifies that the original source of the review is Google. Working with the team at Evergreen Financial Group has been a fantastic experience. Tim and Luke bring exceptional knowledge and expertise to the table, making financial planning feel easy and approachable. Their thoroughness and professionalism are second to none.

From investment strategies to practical applications, their insights have been invaluable. What stands out most is their willingness to share their knowledge openly, ensuring we feel empowered and well-informed as clients. It’s clear they genuinely care about their clients' success.

We love working with the team at Evergreen Financial Group and highly recommend them to anyone looking for expert financial guidance.
  
 
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   Denise Prescott 
 November 15, 2024
 
 
 Trustindex verifies that the original source of the review is Google. I have been working with Tim for the past 7 years and can say that he is the best financial advisor I have ever had.  Not only is he well informed, but he genuinely cares about doing what is best for his clients.  I especially appreciate his patient and kind manner when explaining the more complicated aspects of my portfolio.  I highly recommend him.
  
 
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   Mary Anderson 
 November 14, 2024
 
 
 Trustindex verifies that the original source of the review is Google. I have worked with other good financial planners, but I like Evergreen because they "get" me.  They work from biblical principles to manage my resources so that I can give more to bless others and my family.  They communicate well and timely, and have added education information that's been helpful such as information on Social Security, estate planning and more.  I'm grateful to be with Evergreen.
  
 
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   gigi wolfe 
 November 7, 2024
 
 
 Trustindex verifies that the original source of the review is Google. Appreciate attention to detail.   He has lots of experience as well as  many helpful suggestions to make the best of my investments and tax situation.   Very grateful!
  
 
  
  
 
 
      Verified by Trustindex  Trustindex verified that these reviews were published on Evergreen Financial Group's Google Business Profile. Learn more

All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Evergreen Financial Group gained each client’s permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.

Our Approach to Charitable Giving

We focus on disciplined, goal-driven philanthropy that emphasizes:

Multiplying Your Impact

Supporting the church and organizations that do more together than we can alone.

Tax-Efficiency

Utilizing IRS-approved methods to reduce your tax burden, leaving more for doing good.

Maximizing Appreciated Investments

Gifting “in-kind” investments to capitalize on growth without triggering capital gains.

Biblical Alignment

Honoring the Lord with your possessions through strategic, thoughtful planning.

This may include utilizing tools like transferring publicly traded securities, Donor-Advised Funds (DAF), and Qualified Charitable Distributions (QCD).

Give with Purpose and Confidence

Your giving strategy should support your faith and your financial health. With personalized guidance and ongoing oversight, Evergreen helps ensure your tithes and offerings stay aligned with your values while maximizing your impact.

Schedule a conversation to discuss a charitable approach designed around you.

Meet with a financial advisor

Charitable Giving FAQs

What is charitable giving planning?

Charitable giving planning helps individuals and families create a strategy for supporting the organizations and ministries they care about while integrating generosity into their overall financial plan.

Can charitable giving provide tax benefits?

Depending on your circumstances, charitable contributions may provide tax advantages while allowing you to make a lasting impact on causes that matter to you.

What assets can be donated besides cash?

In addition to cash gifts, many people donate appreciated securities, retirement assets, real estate, or other property as part of a charitable giving strategy.

Why should charitable giving be part of a financial plan?

Including charitable giving in your financial plan helps ensure your generosity is intentional and sustainable while balancing other priorities such as retirement, family needs, and long-term financial security.

Can charitable giving be part of my legacy?

Yes. Many families choose to include gifts to churches, ministries, or nonprofit organizations in their estate plans as a way to continue making an impact for future generations.

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