Gift Planning Tools

Managing Yours Resources

The Orchard Foundation regularly manages the following types of gift planning tools.

Donor Advised Fund

A donor advised fund is a charitable giving vehicle administered by The Orchard Foundation and created for the purpose of managing charitable donations on behalf of an organization, family, or individual. A donor advised fund offers the opportunity to create an easy-to-establish, low cost, flexible vehicle for charitable giving as an alternative to direct giving or creating a private foundation. Learn more about Donor Advised Funds.

Charitable Gift Annuity

Set up an irrevocable future gift to ministry and receive immediate tax benefits plus a reliable income during your lifetime.

Charitable Remainder Trust

A gift that provides income to yourself or your loved one now and leaves the remainder to a charity at the end of a set term or after death. This option allows for a great deal of flexibility.

Endowment Fund

A gift that uses income from the fund to keep supporting ministry well into the future.

Securities

Let us sell your stocks, bonds or mutual funds and present the proceeds to the ministry of your choice, thus avoiding capital gains taxes while still receiving a charitable deduction. See instructions for making a gift of securities.

Legacy Advised Fund

The Legacy Advised Fund is a great way to simplify how you leave a legacy to your favorite charities. It can be funded through your will or any instrument that provides for a beneficiary designation such as a retirement account or an insurance policy. It avoids the burden of changing multiple documents and contacting multiple organizations when a change is necessary. By using a Legacy Advised Fund, The Orchard Foundation ensures that your charitable goals will be accomplished. Click here for a Legacy Advised Fund form.

Institutional Reserve Fund

Let us help you meet your mid- to long-term investment goals by managing your assets through The Alliance Development Fund, Inc. and other investment options. We’ll free you up to focus on your ministry, not the complexities of finance.

Revocable Trust

Set your gift aside now or at your death to be held, managed and invested so it can grow and benefit an individual or ministry in the future. A good option for those who want to keep the terms of their estate confidential and maintain the option to change those terms at any time.

Contact The Orchard Foundation directly for information on non-cash gifts such as real estate, personal property, etc.