PRODUCTS & SERVICES
Gift Planning Services:
Our team of experienced gift and estate design consultants will work with your donors to form the best plan of stewardship to meet their charitable giving goals. With just a few simple phone calls, our team will walk your donors through the planning process at no cost or obligation to the donor. The number of gift plans you receive per year varies depending on which service plan you select.
Gift Planning Marketing Support:
Orchard Alliance will come alongside you and help you inspire giving with effective and efficient marketing tools and resources. Marketing support services include:
A custom 15-month Planned Giving marketing plan
Written Planned Giving content page for your website
Customized, print ready, marketing materials (receipt stuffers, brochures, buckslips and more)
Planned Giving articles for newsletters, emails and other communications
Customized Planned Giving Video Player for your website
Customized Will and Trust Planning Video Player for your website
Speaking Engagements – an experienced planned giving professional can speak at your donor events or ministry events about the importance and benefits of planned giving. One of our most popular topics is: “Tax-Wise Giving.”
Gift Planning Training:
Orchard Alliance is here to not only support your planned giving program, but also to train your staff to help your program thrive. Available training includes:
Quarterly Planned Giving training webinars for your staff
Donor access to our Stewardship and Generosity webinars
Ongoing mentoring/coaching from our staff
Two Complimentary registrations to our Annual Inspire Giving Conference
Planned Giving industry email updates
Gift Planning Back Office Support:
One of our most popular services is our 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 giving instruments and services such as:
Charitable Gift Annuities (CGAs) – Orchard Alliance is unique in that we 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 has a Gift Acceptance Committee that can analyze a potential gift and help you determine if that gift will be a blessing to your ministry because – believe it or not – not all gifts are a blessing!
Public and Private Stock Gift Processing – Our team can process stock gifts for you for a minimal fee.