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
    • Frequently Asked Questions
  • Consolidated Fund
    • How It Works
    • Quarterly Performance
    • Audited Statements
  • Short Term Fund
  • Tools & Resources
    • End-of-Life Planning
    • Gift Clearing
    • News & Announcements
    • Notary Services
    • Participant Forms
    • Planned Giving
    • Resource Library
    • Selección de idioma
  • Next Steps

Tools & Resources

In our effort to equip churches and organizations in the Diocese of Pennsylvania to face any challenges which may arise, we often share tools and resources that we find helpful -- including these below:



End-of-Life Planning

End-of-Life Booklet

“I am the resurrection and the life, he that believeth in me, though he were dead, yet shall he live; and whosoever liveth and believeth in me shall not die.”

-John 11:25


Your estate and end-of-life plans should reflect your values.

Planning for the future is essential if you want control of what happens to your family and loved ones after you're gone. Appointing guardians for your children and dependents, appointing executors and trustees, and determining how you would like your earthly possessions distributed will afford peace of mind and relieve your loved ones from having to burden those decisions.

Beginning the process of planning for your end-of-life can be daunting, but we are here to help; See our easy and printable End-of-Life Planning Booklet, and start ensuring the future of your estate today.

Endowment Essentials and Legacy Planning Workshops presented by TCF

At The Church Foundation, we offer workshops to help parishioners understand the importance of Legacy Giving and the types of gifts to consider. We also offer workshops on Endowment Essentials, what an Endowment is, and how it helps the church. Click below to see our Endowment Essentials Workshop, or contact us to schedule one today!

Endowment Essentials Workshop



Full:

End-of-Life Booklet (2023)


Sections:

Establishing a Medical Directive

Planning Funeral Services

Estate Planning


Planned Giving

As with our family, we care deeply for our church and diocesan family and want to ensure that both will continue to flourish and grow long after we are gone.

Planned Giving

Planned giving provides a way for us to do just that. The term planned giving encompasses various ways that financial gifts can be given from existing resources as part of an individual or family's financial or estate planning. Planned giving programs offer the ability for a donor to provide for family members while at the same time remembering their church and diocesan family after they are gone. It is a statement of belief and demonstrates a commitment that stretches beyond our lifetime to benefit future generations.

Learn more about Planned Giving.

Download our "Why Planned Giving" Flyer to learn more about types of Planned Giving.

Click here for a downloadable flyer: Why Planned Giving?


Gifts of Stock

Many people have discovered that their charitable giving can be enhanced by making gifts of stock. The process is easy, and offers benefits to both the donor and the recipient.

The Church Foundation has a brokerage account that provides a vehicle for donating gifts of stock to the Diocese of Pennsylvania, The Church Foundation, or any of the parishes, schools and other institutions within the Diocese of Pennsylvania.

Learn more about Gifts of Stock.


Notary Services

The Church Foundation offers free notary services to any Episcopal parish or organization in the Diocese of Pennsylvania, whether you have an account with us or not. Call us at 215-621-8310 or email us for more information.


Please Note: Notaries are prohibited from engaging in false or deceptive advertising, and, unless licensed to practice law, from preparing or offering to prepare legal documents, providing legal advice, or from using the terms notario or notario publico to describe themselves. Notaries who are not attorneys must include in any advertising an express disclaimer that they are not authorized to practice law, provide legal advice, or draft legal documents.


Business Methods

Episcopal Church Manual of Business Methods in Church Affairs


Faith-Based Response

Episcopal Diocese of Pennsylvania
Online Giving and Faith-Based Response to COVID-19


T. Rowe Price

T. Rowe Price Investment Management


​The Church Insurance Companies

The Church Insurance Companies (CIC) provides churches, dioceses, and institutions with multiple coverages for protecting people and property throughout the Episcopal Church. CIC has developed a property & casualty and liability and master policy insurance program for the parishes and other entities in the Diocese of Pennsylvania.


Forms

  • Short Term Fund - New Fund FormRevocable Trust Agreement
  • Irrevocable Trust Agreement
  • Consolidated Fund - New Fund Form
  • Consolodated Fund - New Fund Form Instructions
  • Participant Sample Statement - Consolidated Fund
  • Updated Information Form
  • Authorized Signers Update Form
  • Gift of Stock Form
  • Participant Sample Statement - Short Term Fund
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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.

TCF News

Happy Easter!

The Church Foundation (TCF) would like to wish you and y...

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Market Update from T. Rowe Price

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The Church Foundation Hosts Legacy Planning Workshop

On Saturday, February 22, 2025, The Church Foundation (T...

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Investing Wisely: Endowment Essentials

TCF held a workshop about Endowment Essentials. We have...

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What Trump's win means for policy, the economy, and markets

Click below to read about the impact of the presidential...

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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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