GIVING FUNDS

Donor Advised FundS

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PLANNED GIVING

MINISTRY SERVICES

GIFT & ESTATE DESIGN

GIVING FUNDS

ANNUITIES & TRUSTS

GIFTS OF SECURITIES

One of America's most popular investment tools for charitable giving, donor advised funds (DAFs) are like your own private foundation but without any of the administrative red tape.

DAFs can be used to manage charitable donations on behalf of an organization, family or individual. They are easy to establish, low cost, flexible, and simple to manage with our online DAF platform.

Details

  • The flexibility to recommend grants to your favorite charity

  • Sound fiscal management

  • Immediate tax advantages

  • Optimal stewardship of your financial resources with minimal investment of your time

  • Receive an immediate tax deduction

  • Give when you want to give

  • Avoid capital gains on donated securities and thereby increase your giving potential

  • Sound fiscal management

  • Choose from a variety of investment options

Getting Started

1. Read the following documents to understand the IRS and Orchard Alliance restrictions on donor advised funds:

2. Complete the Donor Advised Fund Application and fax it to 719-268-7256 or mail it to Orchard Alliance at: 8595 Explorer Dr., Colorado Springs, CO 80920. Due to privacy and security concerns, please do not email your application.

3. Mail a check to us for your initial contribution or call toll free 1-888-689-6300 for instructions to transfer securities.

Fax: 719-268-7256
Mail: Orchard Alliance, 8595 Explorer Dr., Colorado Springs, CO 80920

GET STARTED

 
 

For more information, or to get started, fill out the questions form below or call us at 888-689-6300.

 
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Questions?

Send us your Donor Advised Funds questions

 
 
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