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Other Giving Plans

Beneficiary Designation Gifts

A gift of a whole-life insurance policy is a convenient and straightforward way to make a significant contribution to a charitable organization. Gifts of life insurance to your preferred Episcopal charity or parish are especially appropriate when the insurance payout is no longer needed for financial wealth replacement by the donor.

There are several ways to make such gifts:
  • Purchase a new policy and make your preferred Episcopal charity or parish both owner and beneficiary. The premiums are tax-deductible.
  • Make your preferred Episcopal charity or parish owner and beneficiary of an existing policy. The cash value of the system is deductible, along with any future premiums.
  • Make your preferred Episcopal charity or parish a contingent beneficiary of an existing policy.
Retirement, investment, and bank accounts can also have a preferred Episcopal charity or parish named a beneficiary. For retirement accounts, in particular, this can be advantageous given that remainder amounts can be heavily taxed when left to an individual beneficiary, but will transfer tax-free to a church upon your death.

For more information on beneficiary designation gifts visit:

Episcopal Church Foundation: Beneficiary Designation Gifts

Life Estate Gifts


A gift of real estate is another way to financially support your preferred Episcopal entity or parish. A life estate gift can be tax-deductible to the donor (this depends upon the donor's tax situation). If the property has increased in value, a life estate gift can help a donor avoid capital gains tax. It is also possible for an individual to retain all usage and income generated from the property for a specific period or life. At the end of the term or the donor's death, the church can continue receiving income from the property or sell it.

Donor benefits of a life estate gift:

  • Receive an income tax dedication for the remainder value of the property.
  • Possibly receive a reduction in estate and inheritance taxes.
  • Preserve lifetime use of the donated real estate.
  • Create a life estate gift based on more than one life, thus preserving the real estate for yourself and another person(s) if desired.

For more information on life estate gifts visit:

Episcopal Church Foundation: Life Estate Reserved


Charitable Lead Trust

A Charitable Lead Trust is an irrevocable trust whereby a donor can provide financial support to their preferred Episcopal entity or parish for a specified period, with the remaining assets going to designated beneficiaries.

A Charitable Lead Trust is set up for a specified period with distributions from the trust made to the donor’s preferred Episcopal entity or parish. After the end of the trust’s term, the trust is dissolved, and the remainder value is paid out to the donor’s non-charitable beneficiaries. A variety of assets to fund a Charitable Lead Trust include cash, real estate, and publicly traded securities.

Image from Fidelity Charitable


Benefits of a Charitable Lead Trust:

  • Reduction of estate tax
  • Reducing gift tax
Click on the following links for additional information:
  • Episcopal Church Foundation: Charitable Lead Trust
  • Fidelity Charitable: Charitable Lead Trusts
Share this page: Other Giving Plans

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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