MINISTRY SERVICES

ASSET MANAGEMENT TOOLS

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PLANNED GIVING

MINISTRY SERVICES

GIFT & ESTATE DESIGN

GIVING FUNDS

ANNUITIES & TRUSTS

GIFTS OF SECURITIES

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How We Serve

Orchard Alliance has the expertise and tools to provide all the services you need for sound and effective asset management. 

An Institutional Reserve Fund and a Ministry Gift fund are both asset management vehicles that provide an asset growth opportunities to accomplish mid-to long-term investment objectives for Christian ministries

INSTITUTIONAL RESERVE FUND (IRF)

An Institutional Reserve Fund (IRF) is an asset management tool that can provide asset growth opportunities to accomplish mid-to long-term investment objectives for Christian ministries.

Details

  • Fixed-income investments with competitive fixed rates

  • Diverse investment options ranging from conservative to aggressive portfolios

  • Access to third-party professional investment advice

  • Alignment of your investment objective with biblical values and competitive market returns

  • Day-to-day asset management that allows you to focus on your ministry

  • Continuity in your asset management – even if your organizational leadership changes, your asset management remains seamless

  • Assistance to develop investment objectives and strategies

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MINISTRY GIFT FUND (MGF)

A Ministry Gift Fund (MGF) is a charitable instrument used by a church or ministry to spend the funds over time, as opposed to absorbing the funds into the annual budget, in order to ensure proper stewardship of the funds. It’s essentially a corporate savings with specific spending policies developed by the organization.

Details

  • All the benefits of a IRF

  • Contributions from multiple donors – great tool for saving for special projects –Great tool for handling legacy gifts

  • Experienced guidance in creating effective spending policies

  • Donation processing and receipting for ongoing contributions

  • Quasi-endowment options

Ministry Gift Funds can be funded using:

  • Retirement Accounts

  • Insurance Policies

  • Last Will and Testament

  • Charitable Remainder Trust

  • Revocable Living Trust

  • Annuities

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Questions about an IRF or MGF? We are here to help. Fill out the questions form below or call us at 888-689-6300.

 
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Questions?

Send us your IRF or MGF questions

 
 
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