How We Help

The Orchard Foundation provides stewardship services to those who have charitable hearts and feel God's leading to join with ministries in their endeavors. We currently offer a variety of gift planning solutions and asset management services to individuals, families and like-minded ministries to help them meet their stewarship and ministry goals.

The Orchard Foundation is committed to:

 

  • Providing client-focused service with integrity and excellence
  • Staying attentive and available to our clients as we work with them through all phases of charitable giving and settlement
  • Managing charitable funds in a way that furthers the Kingdom and brings glory to God
  • Assisting donors and ministries in processing gifts of appreciated stocks, bonds and mutual funds
  • Providing donors with the information they need to make sound decisions that suit their families' situations and their charitable goals
  • Partnering with other like-minded ministries as we work together to share God's light with those who live in darkness

Effective Gift Planning Solutions:

The Orchard Foundation is committed to focusing on our clients' needs. We have tailored our services to meet the specific requirements of:

We come alongside your ministry, freeing you to pursue the work to which God has called you.  Click on the above links to learn more.

Please contact us to discuss the specifics of your situation.  We'll work with you and guide you through the planned giving process.

   Solutions We Provide:

Quality Asset Management

With our core values of integrity, client-focused service, excellence and personal and professional growth; we are committed to working for your best interests.  We manage charitable funds in a way that earns your trust, furthers the Kingdom and brings glory to God.

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Fiduciary Services

The Orchard Foundation has gained respect in our field for our quality and comprehensive administration of planned giving instruments and asset management.  We have been serving minsitries since the 1960s and have gathered a highly-qualified team who can assist you.

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Donor Advised Funds (DAFs)

Perhaps America's most popular investment tool for charitable giving, donor advised funds are like your own private foundation but without any of the administrative red tape.  DAFs have become even more user-friendly through Orchard since we implemented the DonorFirst online portal.

DAF Information »

Compare a DAF»

DAF Application »

Charitable Gift Annuities (CGAs)

Charitable gift annuities are The Orchard Foundation's most widely-held charitable giving tool.  Orchard is licensed to issue or administer CGAs in 49 states, and with a manageable minimum investment combined with a policy to avoid reinsurance, hundreds of people are choosing this solution to reach their charitable goals.

CGA Information »

Find applications here »

Endowments

Endowments provide funding for ministry needs today while securing continued ministry efforts into the future. They provide ongoing funding in perpetuity for a designated ministry effort by aligning your investment objectives with biblical values and competitive market returns.

Endowment Information »

Gifts of Securities

Gifts of securities can be excellent alternative to cash gifts. By donating appreciated stock, bonds, or mutual funds through The Orchard Foundation, donors can avoid the capital gains taxes required by selling the security and donating cash.

Gifts of Securities Information »

Transfer Information »

Trust Services

The Orchard Foundation provides a variety of revocable and irrevocable trusts, allowing donors a great deal of flexibility in their estate planning.  One of our representatives can work with you and your donors to decide on the tool that best fits their charitable, flexibility, and confidentiality goals.

Trust Services Information »

Legacy Advised Funds

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.

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Legacy Advised Fund Application »

Institutional Reserve Funds (IRFs)

The Orchard Foundation is ready with the expertise and tools to provide all the services you need for sound and effective asset management.  An institutional reserve fund is an asset management vehicle that can provide an asset growth opportunity to accomplish mid-to long-term investment objectives for Christian ministries.

IRF Information »

Have questions?

We're here to help. Setup a time to talk about how The Orchard Foundation can help you meet your goals.

Contact Info »

How We Help

The Orchard Foundation provides stewardship services to those who have charitable hearts and feel God's leading to join with ministries in their endeavors. We offer a variety of gift planning solutions and asset management services to individuals, families, and like-minded ministries to help them meet their stewardship and ministry goals.

Learn more about The Orchard Foundation and how we can help your organization