Applications & Downloads

Whether you’re looking for investment options that reflect your values or opportunities to bless Alliance ministries while minimizing your tax bill, Orchard Alliance has the tools to help you accomplish your goals.

Our team will stand beside you with the expertise and the experience to help you fulfill your God-given calling in ministry.

Looking for an article, a publication, or an application form? Wanting to learn more or have questions? You’re in the right place.

Applications & Downloads

Individuals & Families

Whether you’re looking for investment options that reflect your values or opportunities to bless Alliance ministries while minimizing your tax bill, Orchard Alliance has the tools to help you accomplish your goals.

Investments & Retirement

Generosity
Church & Ministry Leaders

Our team will stand beside you with the expertise and the experience to help you fulfill your God-given calling in ministry.

Investments

Loans

Planned Giving

Financial Coaching
Resources

Looking for an article, a publication, or an application form? Wanting to learn more or have questions? You’re in the right place.

Applications & Downloads

Articles

Online Access Resources

Publications

Rates

Product Information, Disclosures, and Applications

Investment Certificates and Agreements:

To open an Investment Certificate, please download the appropriate Offering Circular and then either apply online or download the application.

Offering Circular (All states except PA) Offering Circular - PA Offering Circular - Spanish

Apply Online Download Application

Missionary Retiral Account (MRA):

To open an MRA, please confirm your eligibility, download the application, and follow the “Getting Started” instructions on the MRA page.

Information Apply Online Download Application

Shell Point Agreement:

To open a Shell Point Agreement, please confirm your eligibility, download the application, and follow the “Getting Started” instructions on the Shell Point Agreements page.

Information Apply Online Download Application

Charitable Gift Annuity (CGA):

To open a CGA, please download the appropriate disclosure document, application, and then follow the “Getting Started” instructions on the CGA page.

Information CGA Disclosure (CA, NY, NJ) CGA Disclosure (Every other state except Hawaii) Application

Donor-Advised Fund (DAF):

To open a DAF, please download the application and follow the “Getting Started” instructions on the DAF page.

Information Application

Legacy-Advised Fund (LAF):

To open an LAF, please download the application and follow the “Getting Started” instructions on the LAF page.

Information Application

Ministry Investment Fund:

To open a Ministry Investment Fund, please download the application and follow the “Getting Started” instructions on the Ministry Investment Fund page.

Information Application

Disclosures

Privacy Policy

Securities Disclosure

Forms

Contact Change Form

ACH Electronic Transfer Authorization

Investment Authorization for Purchase

IRA Uniform Life Table

Security Gift

W-9

Product Information

Self-Funding Rate Discount

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