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, 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
A Ministry Investment Fund is an asset management tools that provides asset growth opportunities to accomplish mid- to long-term investment objectives for Christian ministries.
Ministry Investment Fund
Align your investment objectives with biblical values and competitive market returns with a Ministry Investment 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
Download Application Questions about an Ministry Investment Fund? We are here to help. Fill out the questions form below or call us at 833-672-4255.
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