23 East Airy Street, Norristown, PA 19401  ·   215-627-6434  ·  

The Church Foundation
  • Who We Are
    • About TCF
    • Our People
    • Board of Directors
  • Why TCF?
    • TCF at a Glance
    • Annual Report
    • Our Philosophy
    • TCF Audited Statements
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  • Consolidated Fund
    • How It Works
    • Quarterly Performance
    • Audited Statements
  • Short Term Fund
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Consolidated Fund

Available to every parish and organization in the Episcopal Diocese of Pennsylvania, the Consolidated Fund is a common trust fund similar in design and function to commercial trust financial institutions.

By pooling church and diocesan assets, the Consolidated Fund delivers a solid investment platform with collective power that offers greater opportunity for growth to all parishes and organizations in the diocese.

Click here for a downloadable flyer about our Consolidated Fund

The Church Foundation provides excellent customer service. I also enjoy the clear, concise and timely reports that TCF provides on a monthly and quarterly basis. The Episcopal Diocese of Pennsylvania




Benefits:

  • Competitive Rate of Return - Low financial risk while still providing a competitive rate of return
  • Distributions - Regular distribution payments for participants
  • Low cost - Management fees calculated to cover administrative and operational costs only
  • Professional Management - Fiduciary oversight guided by a skilled investment team committed to providing a long-term source of cash flow through a diverse mix of investments that includes high-quality domestic and global equities and fixed income
  • Purchasing Power - Access to investment management services unavailable to many individual church-related institutions

Policies:

  • Accounts - Participants may set up any number of accounts (funds) within the Consolidated Fund; quarterly statements indicate account balance and fund performance
  • Allocations - A proportionate share of gains or losses and fees are applied to each participant’s account
  • Contributions and Withdrawals - Participants may deposit or withdrawal in accordance with governing documents
  • Distributions - Distributions are paid quarterly while alternative distribution requests can be accommodated
  • Fees - Management fees are assessed quarterly and reviewed annually

How It Works

The Consolidated Fund is a common trust fund similar in design and function to those maintained by commercial trust companies and banks.

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Investing Wisely: Endowment Essentials Video

TCF held a workshop about Endowment Essentials. We have the recorded workshop available here. This video captures not just the presentation on the topic but also includes live audience questions and commentary, which bring real-world context to the discussion.

Key points discussed include:

  • Understanding TCF's role and how we support your parish's financial objectives
  • The significanc…
Read More »

Quarterly Performance Reports

The Consolidated Fund has proven to be a safe and reliable long term investment vehicle since its inception.

See recent Quarterly Performance Reports below for more information:

2025 Quarterly Reports

  • 2025 Quarter 1 Report

2024 Quarterly Reports

  • 2024 Quarter 4 Report
  • 2024 Quarter 3 Report
  • 2024 Quarter 2 Report
  • 2024 Quarter 1 Report

2023 Quarterly Reports

  • 2023 Qua…
Read More »

Consolidated Fund Audited Statements

Impeccable record keeping and clear and efficient operational processes are important to us at the The Church Foundation, and our reliability is exemplified through our external audits of the Consolidated Fund.

As is procedure, records are retained for seven years:
  • Financial Statements: Year Ended December, 2023 and 2022
  • Financial Statements: Year Ended December, 2022 and …
Read More »
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Connect with Us

Lori Daniels
Executive Director
215-220-9886 
Lisa Reinhardt
Operations Manager
215-621-8310 

Lori Daniels

Executive Director
215-220-9886 |

As the Executive Director of The Church Foundation (TCF), Lori Daniels stands at the helm, reporting directly to the Board of Directors. In her role, she oversees and monitors investments to ensure financial integrity and serves the Board in its fiduciary duties as trustee and custodian for assets owned by churches, chapels, missions, and institutions within the Diocese of Pennsylvania. Lori leads TCF's business development efforts and fosters professional relationships, with the overarching goal of establishing endowments for every Episcopal entity in the Diocese. She is also dedicated to expanding planned giving resources through increased program education.

Lori joined TCF as an Operations Specialist, transitioning to Operations Manager before being named Executive Director. Her ascent to this leadership role is a testament to her exceptional leadership talents, ability to cultivate positive business relationships, and a clear, forward-looking vision for TCF's future. Lori is passionate about people and deeply values the talents of each team member.

Under Lori's leadership, TCF has achieved several notable milestones. She oversaw a significant increase in managed assets, spearheaded comprehensive rebranding efforts, and played a crucial role in a diocesan endowments review, which resulted in increased distributions to fund missions and ministry initiatives. Additionally, Lori has spearheaded the offering of planned giving resources on TCF's website, enhancing accessibility and support for Episcopal entities.

Lori holds a Master of Science in Management with a Nonprofit Specialization and a Bachelor of Science in Finance and Humanities. She is committed to continuing her professional development in nonprofit management, endowments, and investments.

Outside of her professional responsibilities, Lori loves to travel, is an avid reader and knitter, and enjoys biking and hiking. Her dream is to one day live close to a beach, where she can continue to enjoy these passions.

Lisa Reinhardt

Operations Manager
215-621-8310 |

Our newest member is Lisa Reinhardt, Operations Manager, working closely with our Executive Director to facilitate daily operations. Bringing administrative and organizational talents, Lisa was with the Diocese of Pennsylvania for over 12 years, coming to us from St. James’ Episcopal Church in Collegeville where she served as Director of Parish Operations and Communications.

Lisa’s experience includes co-developing practices that standardize and streamline workflow. She also created an online presence for St. James’ to communicate with parishioners, now a lifeline for remote parishioners. She plans to help create both of these for TCF including periodic newsletters to strengthen relationships with parishioners.

With a flair for graphic design blended with communication skills, Lisa assisted the rector at St. James’ to rebrand and standardize colors, styles, and logos for all ministries used in print, website, social media, and mass emails. She developed a comprehensive manual for all media use now adopted by several other parishes. She hopes to develop a similar standard for TCF.

Aware of the financial stability of a healthy church, Lisa looks forward to learning more. She will strive to achieve over 90% of churches partnering and investing with TCF, while in turn offering each partner valuable assistance in daily procedures, growth, stability and longevity.

Communication is pivotal to a good partnership. Lisa holds a B.S. in Communication Studies and truly values everyone she encounters. She loves to spend quality time with her family and host events for friends. Her favorite summer tradition is traveling with her three daughters to Sea Isle City, New Jersey.

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Participant Login

Contact Us:

Lori Daniels, Executive Director [email protected]

Lisa Reinhardt, Operations Manager [email protected]

23 East Airy Street · Norristown, PA 19401

215-627-6434

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The Church Foundation
23 East Airy Street
Norristown, PA 19401

Contact Us
215-627-6434

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