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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.

Picture

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