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Charitable Bequest

Gifts to a charitable organization can be made as part of a will or trust. The most common of all planned gifts is a bequest to a church or organization in a properly prepared will. It is interesting to note that nearly fifty percent of all people pass away without any formal will, therefore developing a wills awareness program should be a top priority for any planned giving program.

Bequests can take several different forms, including:
  • Percentage Bequests: gifts of a set percentage of the value of the estate
  • Specific Bequests: gifts of specified dollar amount or property
  • Residuary Bequests: gifts from what remain in an estate after all other bequests, tax, and administrative costs have been satisfied

Benefits of Charitable Bequests:

  • Tax Benefits - Eligible for estate tax charitable deductions
  • Ease - Bequests are flexible, efficient, and easy to update
  • Recognition - Leave a lasting impact on a charitable organization

Click on the following links for more information:
  • Episcopal Church Foundation: Charitable Bequests
  • Fidelity Charitable: Charitable Bequests
Disclaimer: Please note that we are providing the following for informational purposes only and that individuals should always consult several investment advisers and their attorneys to accurately determine the charitable giving program that is most suitable for their needs.
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Connect with Us

Lori Daniels
Executive Director
215-220-9886 
Ryan Campbell
Operations Manager
215-621-8310 

Lori Daniels

Executive Director
215-220-9886 |

With The Church Foundation since late 2014, Lori is an administrative professional who began her career at Puget Sound Energy in Bellevue Washington as a Business Analyst. After relocating with her family to Alexandria Virginia, Lori was the Resource Room Coordinator for the Center for the Ministry of Teaching on the campus Virginia Theological Seminary. In 2011, Lori moved to Exton Pennsylvania and was the office manager for Echoes, a public radio program, distributed by Public Radio International before accepting the position as Operations Manager at The Church Foundation.

The Board of Directors of The Church Foundation named Lori the Executive Director of The Church Foundation, effective July 1, 2019.

Lori holds a B.S. in Finance from the University of Maryland University College, is an avid reader and knitter, and enjoys biking, hiking, and traveling.

Ryan Campbell

Operations Manager
215-621-8310 |

The newest member of The Church Foundation, Ryan is a management professional with just under 10 years experience. Originally from the greater Philadelphia area, Ryan attended Ursinus College and West Chester University where he played soccer. He began his career working for Pro-Tect Security as a Sales Manager, but he eventually found himself drawn to The Church Foundation’s mission and values. He currently resides there as the Operations Manager.

The Board of Directors of The Church Foundation named Ryan the Operations Manager of The Church Foundation, effective August 26, 2019

Ryan enjoys an active lifestyle. He likes playing and watching most sports, camping and hiking, and spending time with family and friends.

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Planned Giving Charitable Bequest Life Income Gifts Other Giving Plans

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

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