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GIVING FUNDS

LEGACY ADVISED FUNDS

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PLANNED GIVING

MINISTRY SERVICES

GIFT & ESTATE DESIGN

GIVING FUNDS

ANNUITIES & TRUSTS

GIFTS OF SECURITIES

GIVING FROM YOUR IRA

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What is a Legacy Advised Fund?

A Legacy Advised Fund is a charitable instrument funded at death that simplifies the distribution of assets held in retirement accounts and insurance policies to a variety of ministry organizations.

Methods of funding a Legacy Advised Fund

Legacy Advised Funds can be funded using:

  • Retirement Accounts

  • Insurance Policies

  • Last Will and Testament

  • Charitable Remainder Trust

  • Revocable Living Trust

  • Annuities

Establishing a Legacy Advised Fund

  • Download a Legacy Advised Fund Application and Agreement

  • Complete and sign

  • Attach copies or original documentation for assets funding the instrument

  • Forward original signed agreement and attachments to Orchard Alliance or to your relationship manager

Legacy Advised Funds Information
Legacy Advised Funds Application and Agreement

 
 

For more information, or to get started, fill out the questions form below or call us at 833-672-4255.

 
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Questions?

Send us your Legacy Advised Fund questions

 
 
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