Gift Planning Marketing Support
Inspire giving with effective and efficient marketing tools and resources from Orchard Alliance, including:
- Written planned giving content for your website
- Customized, print ready, marketing materials (receipt stuffers, brochures, buckslips, and more)
- Inspiring, informative articles for newsletters, emails and other communications
- An experienced planned giving professional to speak at your donor events or ministry events about the importance and benefits of planned giving, with popular topics like “Tax-Wise Giving”
Gift Planning Training
Get more than a planned giving program; we provide the training your staff needs to help your program thrive.
- Quarterly planned giving training webinars for your staff
- Stewardship and generosity webinars for your donors
- Ongoing mentoring and coaching from Orchard Alliance’s experienced staff
- Two complimentary registrations to Orchard Alliance’s annual Inspire Giving Conference
- Planned giving industry email updates
Gift Planning Back Office Support
When your ministry receives a gift, whether it’s a gift of stock, real estate, land or another asset, Orchard Alliance will process that gift for your donor from start to finish. Our expert customer care team can assist with the following giving instruments and services:
- Charitable Gift Annuities (CGAs) – Orchard Alliance can issue and administer CGAs in 49 states, enabling us to serve your donors all over the country.*
- Donor Advised Funds, Endowments, Charitable Trusts, Ministry Gift Funds and more – Orchard Alliance can originate and administer these instruments for your ministry.
- Gift Acceptance Support – Orchard Alliance’s gift acceptance committee that can analyze a potential gift and help you determine whether you should accept it. (Not all gifts are a blessing!)
- Public and Private Stock Gift Processing – Available for a minimal fee.
*CGAs are issued by Orchard Alliance or as agent for The Christian and Missionary Alliance (The C&MA). The C&MA only issues annuities in the states of NY, NJ and CA; Orchard Alliance issues annuities in all other states except Hawaii. Orchard Alliance or The C&MA, respectively, is responsible for and liable for the CGAs that are issued in their individual names.
About Asset Management
Institutional Reserve Funds and Ministry Gift Funds are asset management tools that provide asset growth opportunities to accomplish mid- to long-term investment objectives for Christian ministries.
Institutional Reserve Fund (IRF)
Align your investment objectives with biblical values and competitive market returns with an Institutional Reserve Fund. Receive day-to-day asset management and professional third-party investment advice that allows you to focus on your ministry.
Features:
- Fixed-income investments with competitive fixed rates
- Diverse investment options ranging from conservative to aggressive portfolios
- Continuity in asset management – even if your organizational leadership changes, your asset management does not
- Assistance to develop investment objectives and strategies
Learn More
Download Application
Questions about an IRF or MGF? We are here to help. Fill out the questions form below or call us at 833-672-4255.
Ministry Gift Fund (MGF)
Use a Ministry Gift Fund (MGF) to receive and distribute gifts to your church or ministry over time, instead of absorbing them into your annual budget. An MGF works like a corporate savings account with specific spending policies developed by your church or ministry to ensure proper stewardship. Use it to save for special projects, or for legacy gifts.
Features:
- All the benefits of an IRF
- Permits contributions from multiple donors
- 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
Download Application
Questions about an IRF or MGF? We are here to help. Fill out the questions form below or call us at 833-672-4255.