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:
Last Will and Testament
Charitable Remainder Trust
Revocable Living Trust
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