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»

Ministry Fund

A ministry fund is an instrument funded at death and managed by The Orchard Foundation that simplifies the distribution of assets held in retirement accounts and insurance policies to a variety of ministry organizations.

Endowment Fund

An endowment fund is designed to receive irrevocable gifts from donors, either during the donor’s lifetime or through a will or trust at death. The purpose of creating an endowment fund is to provide ongoing funding in perpetuity for a designated ministry effort.

Charitable Remainder Trust

A charitable remainder trust is an irrevocable instrument, receiving a person’s assets to accomplish specific purposes. There are specific tax benefits to every charitable trust, whether funded during the donor’s lifetime or by other estate documents. Distributions and beneficiaries can be as flexible as you desire.

Stocks

We are able to facilitate gifts of stock or mutual funds and will receipt the gift, liquidate the assets, and forward the balance to the ministry of the donor’s choice.

Revocable Trust

As suggested by the name, a revocable trust may be modified or eliminated at any time and may be established during a donor’s lifetime or upon death. Some people use a revocable trust to isolate and manage specific assets to accomplish specific charitable purposes. All trust agreements require a trust document with terms and conditions for management and distribution as well as a trustee, such as The Orchard Foundation, who will carry out the requirements of the trust. There is no immediate tax benefit to creating a revocable trust.

Charitable Gift Annuity

A charitable gift annuity provides regular income payments for life. Payments can begin immediately or be deferred to a later date. Upon death, The Orchard Foundation passes the remaining value of the asset to the charity. A current income tax deduction is available, and the payments may be partially tax-free.

Institutional Reserve Fund

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.