MINISTRY SERVICES

TURN-KEY PLANNED GIVING PROGRAM

 

Orchard Alliance serves like-minded ministries with a full suite of planned giving products and services. Whether your ministry is just starting a planned giving program or you already have a robust program in place, Orchard Alliance is here to serve you. Our service packages are completely customizable to meet your unique needs.

 
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Orchard Alliance provides ministry services to more than 50 like-minded organizations. Some of our partners include:

 

PLANNED GIVING

OVERVIEW

MINISTRY SERVICES

GIFT & ESTATE DESIGN

GIVING FUNDS

ANNUITIES & TRUSTS

GIFTS OF SECURITIES

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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.

CGAs are issued by The Orchard Foundation (Orchard) or as agent for The Christian and Missionary Alliance (the C&MA). Orchard conducts its operations, together with the operations of The Alliance Development Fund, Inc. (a separately incorporated entity of The Orchard Foundation), under the brand name of Orchard Alliance; however, only Orchard or the C&MA, respectively, is responsible for and liable for the CGAs that are issued in their individual names. The Christian and Missionary Alliance issues annuities in the states of NY, NJ and CA.

Gift Planning Support Tools:

Orchard Alliance offers online tools that are available to you and your donors. Tools include:

  • DonorFirst™ - this state-of-the-art online donor advised fund platform allows you to conduct all of your granting activity online in a secure web environment. Your donors can also:

    • view their donation account details

    • submit grant recommendations

    • review their grant history

    • keep track of their grant status

    • explore new giving opportunities

    • vet ministries

    • discuss grants with family or board members using our group chat feature

    • and, much more!

  • Gift Calculator – our gift calculator helps you see the tax advantages and other benefits of various charitable giving instruments. You can calculate charitable deductions and get an estimate on what income you may receive.

ASSET MANAGEMENT TOOLS

Institutional Reserve Funds & Ministry Gift Funds

The Orchard Alliance is ready with the expertise and tools to provide all the services you need for sound and effective asset management. 

An Institutional Reserve Fund and a Ministry Gift Fund are both asset management vehicles that provide an asset growth opportunities to accomplish mid-to long-term investment objectives for Christian ministries.

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Testimonials

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Questions?

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