Orchard Alliance
Last verified from 5 pages on the fund's website
Overview
For investors
Not an offer to sell or a solicitation. Offers are made only through the fund's offering circular and only in states where authorized. Investments are generally not FDIC or SIPC insured.
- Investment Certificates CertificatesFor: (fixed rate, terms from one year)
- Traditional and Roth IRAs IRA accountsFor: individuals (open regardless of age or income)
- 403(b) Agreements Retirement plansFor: church workers (for participants in the C&MA 403(b) plan)
- Individual Agreements Other productsFor: denominational members (C&MA members, constituents, contributors, adherents)
- Shell Point Agreements Other productsFor: clergy and church workers (credentialed workers per C&MA Manual)
- Missionary Retiral Agreements Other productsFor: church workers (active overseas missionaries under age 70 on allowance)
- Offered only by offering circular
- States that investments are not FDIC insured
- States that investments are not SIPC protected
- Offered only in states where authorized
Before you invest: ask the fund for its current offering circular, confirm the offering is available in your state, and read the risk factors.
For churches and ministries
- Standard Loan Church loansFor: churches and organizations (about 20-year term, no balloon; fixed options available)
- Fixed Payment Loan Church loansFor: churches and organizations
- SUN Loan (Small Unsecured) Church loansFor: churches and organizations (unsecured, real property purposes, 1 to 10 years)
- Lines of Credit (Companion, Independent, District) Lines of creditFor: churches, organizations and mid councils (District line for Alliance districts)
Contacts
Listed as published on the fund's website on . We do not guess or derive contact details.
Department and general contacts
- General Phone: 833.672.4255 Email: info@orchardalliance.orgPer orchardalliance.org (opens orchardalliance.org in a new tab), verified
People
Leadership
- Scott R. Kubie, CFA, PresidentPer orchardalliance.org (opens orchardalliance.org in a new tab), verified
- Ted Price, Vice President for Operations/Finance, Chief Financial OfficerPer orchardalliance.org (opens orchardalliance.org in a new tab), verified
Lending
- Troy McLaughlin, Vice President for LendingPer orchardalliance.org (opens orchardalliance.org in a new tab), verified
Staff
- Rachel Gray, CIS, CTFA, Senior Vice President for Customer EngagementPer orchardalliance.org (opens orchardalliance.org in a new tab), verified
- Josh Geske, Manager for Customer CarePer orchardalliance.org (opens orchardalliance.org in a new tab), verified
Sources
Every detail above was read on the fund's own website on the date shown. Rates are not published in this directory; see the fund for current rates.
- orchardalliance.org (opens orchardalliance.org in a new tab)Supports: Website. Verified .
- orchardalliance.org/ (opens orchardalliance.org in a new tab)Supports: Headquarters, Contact page and General phone. Verified .
- orchardalliance.org/individuals-families/investments-retirement/ (opens orchardalliance.org in a new tab)Supports: Denomination, Notes and accounts, Who may invest, How to invest and Minimum investment. Verified .
- orchardalliance.org/church-ministry-leaders/loans/ (opens orchardalliance.org in a new tab)Supports: Lending programs, Who may borrow and How to apply. Verified .
- orchardalliance.org/securities-disclosure/ (opens orchardalliance.org in a new tab)Supports: State availability and Disclosures. Verified .
Do you run this fund, or see something out of date? Report a correction. Learn more about investing or borrowing.
Important information
CEF Core publishes this directory for information only. It is not an offer to sell, or a solicitation of an offer to buy, any security, and it is not investment, legal, tax, or lending advice. We are not an offeror of securities, a broker-dealer, or an investment adviser. Details come from each fund's own public pages. We have not independently verified them, and they may be incomplete or out of date. A listing is not an endorsement, rating, or recommendation, and listings appear in alphabetical order. Church extension fund notes are generally not FDIC or NCUA insured, and offerings may be available only in certain states and to certain investors. Confirm all details with the fund and read its current offering circular before you invest or apply.
Directory information only; not an offer or advice.
CEF Core sells software to church extension funds. Our relationship with a fund does not affect whether or where it appears in this directory, and listings are alphabetical.