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

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Gift Clearing Account

Increase your charitable giving and your tax deduction at the same time!

Make a bigger impact in your charitable giving by donating gifts of appreciated stocks, bonds, and mutual funds directly to your preferred Episcopal charity or parish.

The Church Foundation’s gift clearing account facilitates cash gifts as well as appreciated stock, bonds, and mutual funds to the Diocese of Pennsylvania, The Church Foundation, or any of the parishes, schools and other institutions within the Diocese of Pennsylvania at no cost.

Benefits:

  • Avoid paying capital gains on the sale of appreciated stocks, bonds, or mutual funds.
  • Receive a charitable tax deduction.
  • Be a part of furthering the mission and ministry of your designated charity.

Type of Gifts:

  • Cash
  • Stocks
  • Bonds
  • Mutual Funds

How does it work?

Download, print and fill out the Gift Clearing Form, and return a copy to The Church Foundation as directed on the form and to the donor broker.

After the donor’s broker receives the Gift Clearing Form and makes the trade, the shares will be transferred to The Church Foundation gift clearing account. The assets are sold immediately, and a check for the trade amount will be sent directly to the designated beneficiary (ACH payments or deposits directly into the Consolidated Fund for the benefit of the beneficiary are also available). The Church Foundation then sends confirmation of the transaction and an acknowledgement letter to the donor, with a copy to the beneficiary.


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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 |

Executive Director Lori Daniels stands at The Church Foundation (TCF) 's helm, reporting to the Board of Directors. 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 in the Diocese of Pennsylvania. Lori leads business development efforts and fosters professional relationships. Her goal is for every Episcopal entity in the Diocese to establish an endowment with TCF and plans to expand planned giving resources by increasing program education.

Lori joined TCF in 2014 as Operations Specialist, transitioning to Operations Manager. She was promoted to Executive Director in 2019 due to her leadership talents, positive business relationships, and a solid vision for TCF's future. Lori loves people and appreciates the talents of each team member.

Lori has fueled many noteworthy achievements. She oversaw a significant increase in managed assets for 2020, spearheaded rebranding efforts, and collaborated in a diocesan endowments review, leading to increased distribution to fund missions and ministry.

Lori holds a M.S. focused on Management with Nonprofit Specialization as well as a B.S. in Finance and Humanities from the University of Maryland University College. She will continue expanding her expertise in nonprofit management, endowments, and investments. Lori loves to travel, is an avid reader and knitter, and enjoys biking and hiking. Her dream is to live somewhere close to a beach someday.

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

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215-627-6434

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