| Some of the most commonly asked questions about Saddleback Giving Funds are below. If you still have questions after reading this page, please call: Saddleback Giving Funds
Phone: 949.609.8224 General Questions
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Before you establish a Saddleback Giving Fund, please review our Saddleback Giving Funds Program Guidelines to learn more about our policies and procedures. You will be required to agree to these policies upon signing an application. Visit our Open a Saddleback Giving Fund page and submit your application along with your contribution (recommended initial contribution of $5,000 or more), in cash, securities, or "innovative gifts" (non-liquid assets). Once your Saddleback Giving Fund is established, we will mail you a welcome letter, with a copy of your application and instructions to our Donor Website so you can begin managing your Saddleback Giving Fund online. (return to top of page)
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Saddleback Church respects your desire for confidentiality, so we have partnered with The National Christian Foundation and its local affiliate, Foundation for Christian Stewardship, to provide Saddleback Church Giving Funds. Your private account balance will be not be shared with Saddleback Church unless you specifically authorize it by listing a Saddleback Church representative as an advisor on your fund. (return to top of page)
To fund the variety of tools, resources, services, and counsel they provide, The National Christian Foundation, the manager and administrator of Saddleback Giving Funds, retains a small monthly assessment from each Saddleback Giving Fund that has a balance above $50,000*. This assessment is accrued daily, based on the ending Saddleback Giving Fund balance for that day (for example: 1/365th of 1 percent per day), and is assessed to your Saddleback Giving Fund on a monthly basis. (return to top of page)
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You may name additional advisors to your Fund at any time. In addition, a successor or successors may be named to advise on your Fund after your death. (return to top of page)
- All contributions are required to be on deposit for a period of 30 days before they can be distributed. However, should you need to recommend grants in advance of the 30 days, we offer an expedite service for a minimum fee of $100 or 1.45% of the grant amount divided by 12. (return to top of page)
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All Funds at The National Christian Foundation, the manager and administrator of Saddleback Giving Funds, are invested for growth in one of five investment portfolios, but Saddleback Giving Funds with balances below $50,000 are considered "Stable Value Funds" and do not reflect investment gains or losses. For Saddleback Giving Funds with a balance above $50,000, once contributions are in a liquid or transferable form, they are moved to the recommended investment pool 45 days after a contribution is received by The National Christian Foundation. All investment earnings or losses are usually allocated back to the Saddleback Giving Fund, minus any costs related to the management of the Saddleback Giving Fund. (return to top of page)
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To name your Saddleback Giving Fund as a beneficiary, read the Saddleback Testamentary Giving information on the "Forms" page of our website. If you have not done so already, you will need to open a Saddleback Giving Fund to receive future gifts from your estate. (return to top of page)
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See the Contribution Instructions page for detailed explanations on how to donate various assets to your Saddleback Giving Fund. (return to top of page)
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The simplest way to contribute to a Saddleback Giving Fund is to contribute cash, checks, or stocks. However, you can give almost any type of asset, including “innovative gifts” – such as real estate, business interests, and restricted securities. (return to top of page)
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You can make contributions to your Saddleback Giving Fund any time. The recommended initial contribution is an asset(s) worth $5,000 or more; subsequent recommended contributions are $500 or more. Saddleback Giving Funds will issue a receipt for eligible contributions to your Saddleback Giving Fund. (For contributions of less than $250, the donor’s cancelled check will serve as a receipt). (return to top of page)
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Yes. Anyone can make contributions into a Saddleback Giving Fund. The check should be made payable to Saddleback Giving Funds and should note the Saddleback Giving Fund in the memo area. Saddleback Giving Funds will issue to each donor a receipt for eligible contributions to the Saddleback Giving Fund. (For contributions of less than $250, the donor’s cancelled check will serve as a receipt). (return to top of page)
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The policy of The National Christian Foundation, the manager and administrator of Saddleback Giving Funds, has a policy requiring contributions to be on deposit for 30 days before a grant is issued. (return to top of page)
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The policy of The National Christian Foundation, the manager and administrator of Saddleback Giving Funds, is to sell securities the next business day after they are received into one of their brokerage accounts. (return to top of page)
On the Saddleback Giving Funds Donor Website, it is fast and free to submit grant recommendations online. A print form is available for download on the Forms page of our website. (return to top of page)
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You may recommend a grant of $100 or more at any time, as long as there are available dollars in your Saddleback Giving Fund and the recipients meet the requirements of The National Christian Foundation, the manager and administrator of Saddleback Giving Funds. (return to top of page)
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After you submit your grant request, The National Christian Foundation, the manager and administrator of Saddleback Giving Funds, will research the organization to ensure that it is a tax-exempt public charity and that its mission and activities are not opposed to the Christian faith. If the research reveals that the organization’s mission and activities are in conflict with Christian values, we will notify you. (return to top of page)
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The name and address of the donor recommending the grant is listed on the stub portion of the check. However, you also have the option of remaining anonymous. Simply specify on the grant recommendation form that you wish to remain anonymous. (return to top of page)
The National Christian Foundation, the manager and administrator of Saddleback Giving Funds, only distributes funds to qualified tax-exempt U.S. organizations and public charities. They may be able to recommend you to other organizations for such grants. (return to top of page)
Yes. In the event that you need to recommend grants in advance of the 30 days, we offer an expedite service for a minimum fee of $100 or 1.45% of the grant amount divided by 12. (return to top of page)
$100 is the minimum grant amount you can recommend from your Saddleback Giving Fund. (return to top of page)
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