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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.

For where your treasure is, there your heart will be also. Luke 12:34

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.

There are multiple ways for individuals to give monetary gifts to any Episcopal affiliated organization within the Diocese of Pennsylvania. Planned giving is not just for the wealthy; it is for everyone and is essential to continuing the financial health and wellbeing of Episcopal entities.

Why Planned Giving?


Giving in any form allows us to support a specific cause or organization; planned giving goes even further and provides the ability to support beloved ministries and organizations beyond one’s lifetime.
  • A planned gift allows an individual to express their values.
  • Planned giving is a significant expression of your love for both your family and church.
  • Parishioners can ensure that the ministries they genuinely care about will continue to thrive.
  • Planned giving offers the ability to make a charitable gift while at the same time gaining tax and estate planning benefits.

See the link to The Church Foundation: Planned Giving Basics resource material.


Types of Planned Gifts:


The following is a list of different types of planned gifts. Click on the links for more information.
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.

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.

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Life Income Gifts

As we get older, it is normal to think about the kind of legacy we would like to leave behind after we are gone. This is often when we begin to work with a planned giving professional to determine the charitable organizations to support beyond our lifetime that reflect our core values and help us fulfill that legacy.

A Life Income Gift serves two purposes. It enables you to make…
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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 sever…
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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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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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