My wife and I have always desired to serve the Lord. While we have been faithful tithers throughout our marriage, we’ve never felt like we could give large, sacrificial gifts. We were not high net-worth, sophisticated investors, but we did own a small townhouse that we used as a rental property. We had grown tired of the hassles of managing the rental and planned to sell. After talking with the experienced staff at Orchard Alliance, we learned that we could sell the townhouse in such a way that would save significant taxes, and enable us to give the largest gifts of our lifetimes to ministry. 

Strategically managing real estate holdings can help you achieve your charitable goals.

The solution that Orchard Alliance suggested was a Donor Advised Fund (DAF). My wife and I had never heard of a DAF before, but after learning the benefits of using a DAF for a real estate transaction, we were sold! Not only would we be able to avoid hefty capital gains taxes, but we’d also be able to establish a sizable balance in our DAF that we could give from over time. It was a win-win. 

Thank you, Orchard Alliance, for enabling this simple couple to experience the joy of giving a significant gift.

Orchard Alliance guided us through the entire process and made everything simple. We ended up deeding half of our townhouse to our newly established DAF as a charitable donation. Because of this, once the townhouse sold, half of the proceeds were sheltered from capital gains tax. On top of that, we received a very large tax deduction for the charitable donation. We were blown away by the size of our tax refund at the end of the year!

We are so grateful for Orchard Alliance and the guidance they provided. A DAF was the perfect solution for us and is enabling us to give more than we ever thought possible. We love the flexibility a DAF provides by letting us give whenever the Lord prompts us. Our fund also earns interest, so the balance can grow and allow us to give even more. 

Thank you, Orchard Alliance, for enabling this simple couple to experience the joy of giving a significant gift.