You know your resources will impact your relationships with God, others, and yourself. You recognize that your resources include your time, your talents, and the material assets you hold. What then? You probably need a fresh look at managing your life resources. You’ll want to improve the relationships in your life. You can make that an outcome of your resource strategy. At the same time, you probably want to make the greatest impact possible with your resources. That’s where management planning comes in.

Short-Term Management
Some lifestyle and asset management issues require long-term implementation. Others demand that action be taken fairly quickly. There are asset decisions you can make that will have immediate benefits to your tax situation and could benefit a charity or ministry of your choice at the same time. Orchard can keep short-term management issues clear and simple for you thru:
  • Current Cash Gifts
  • Appreciated Stock Gifts
  • Gift Legacy

Lifestyle Management
Stewardship means managing more than money. It means managing relationships, time, and talent along with the material wealth you have. That also means managing the conflicts you might feel as you work through the issues of how resources affect your relationships, or how you balance the time you need to recharge against the time you invest in others. For many of us in the Orchard community, it also means doing the hard work of recognizing God as the source of every resource we have in life. We’ll never tell you what to do. But if you give us the privilege, we will stand alongside you to figure out how you will manage resources in response to God, your family, your fellowship, and yourself.

Find out more about lifestyle management:
Spiritual Management and Financial Management

Long-term Management
You can anticipate some things about the future. But no one but God has a blueprint in hand to lay it out. That makes strategic planning even more important in managing your resources. Everyone needs a long-term plan to direct the use of the material assets they have, both for this life and for those people and places you wish to remember when you’re gone. Long-term resource management is necessary for such long-term benefits as annuity or trust income, insurance, retirement accounts, estate distribution, and more. Although the process is important, it doesn’t have to be difficult. We’re here to help.

Find out more about long-term management or request more information on our services:
  • Gift Planning Options
  • Your Christian Will
  • Charitable Trusts
  • Charitable Gift Annuity
  • Giving Through IRAs
  • Donor Advised Funds
  • Trust Services
  • How to be a Better Steward
  • Special Planning Guides

To find out more information about specific planning instruments or market and economic trends, check out Gift Legacy.