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

The Church Foundation
  • Who We Are
    • About TCF
    • Our People
    • Board of Directors
  • Why TCF?
    • Annual Report
    • Our Philosophy
    • Frequently Asked Questions
    • TCF Audited Statements
  • Consolidated Fund
    • How It Works
    • Quarterly Performance
    • Audited Statements
  • Tools & Resources
    • Gift Clearing
    • End-of-Life Planning
    • News & Announcements
    • Notary Services
    • Planned Giving
    • Resource Library
    • Participant Forms
    • Selección de idioma
  • Next Steps

Tools & Resources

In our effort to equip churches and organizations in the Diocese of Pennsylvania to face any challenges which may arise, we often share tools and resources that we find helpful -- including these below:



End-of-Life Planning

End-of-Life Resources

“I am the resurrection and the life, he that believeth in me, though he were dead, yet shall he live; and whosoever liveth and believeth in me shall not die.”

-John 11:25


Your estate and end-of-life plans should reflect your values.

Planning for the future is essential if you want control of what happens to your family and loved ones after you're gone. Appointing guardians for your children and dependents, appointing executors and trustees, and determining how you would like your earthly possessions distributed will afford peace of mind and relieve your loved ones from having to burden those decisions.

Beginning the process of planning for your end-of-life can be daunting, but we are here to help; See our easy and printable End-of-Life Planning Booklet, and start ensuring the future of your estate today.


Full:

End-of-Life Booklet


Sections:

Establishing a Medical Directive

Planning Funeral Services

Estate Planning


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.

Planned Giving

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.

Learn more about Planned Giving.


Gifts of Stock

Many people have discovered that their charitable giving can be enhanced by making gifts of stock. The process is easy, and offers benefits to both the donor and the recipient.

The Church Foundation has a brokerage account that provides a vehicle for donating gifts of stock to the Diocese of Pennsylvania, The Church Foundation, or any of the parishes, schools and other institutions within the Diocese of Pennsylvania.

Learn more about Gifts of Stock.


Notary Services

The Church Foundation offers free notary services to any Episcopal parish or organization in the Diocese of Pennsylvania, whether you have an account with us or not. Call us at 215-621-8310 or Email us for more information.


Business Methods

Episcopal Church Manual of Business Methods in Church Affairs


Faith-Based Response

Episcopal Diocese of Pennsylvania
Online Giving and Faith-Based Response to COVID-19


T. Rowe Price

T. Rowe Price Investment Management


​The Church Insurance Companies

The Church Insurance Companies (CIC) provides churches, dioceses, and institutions with multiple coverages for protecting people and property throughout the Episcopal Church. CIC has developed a property & casualty and liability and master policy insurance program for the parishes and other entities in the Diocese of Pennsylvania.


Forms

  • Revocable Trust Agreement
  • Irrevocable Trust Agreement
  • New Fund Form
  • New Fund Instructions
  • Participant Sample Statement
  • Participant Update Form
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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 |

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.

Ryan Campbell

Operations Manager
215-621-8310 |

Operations Manager Ryan Campbell joined The Church Foundation in 2019 as the newest team member tasked to maintain smooth business operations and collaborate with TCF’s Executive Director to improve existing processes and offer fresh ideas. He masterminds most media development and design projects. Ryan’s tenure in retail includes Operations Manager for PetSmart, overseeing as many as 65 employees with a large customer base.

Ryan’s strength is in forming meaningful relationships with diocese members and coworkers. A critical thinker, he has a strong aptitude for quantitative data and designing digital media. Ryan was an integral partner in redevelopment of TCF’s website and is the point of contact for future enhancements. He also digitized TCF’s records and documentation. He directed and edited the video presentation for TCF’s 2020 clergy conference that was well recognized by attendees, and will continue to be a strong advocate in improving TCF’s overall digital media presence.

Ryan is a source of inspiration and reference to colleagues and others in the diocese, bringing professionalism, dedication, and innovation. Treating others with respect, he places utmost importance on family and friendships.

Originally from the greater Philadelphia area, Ryan attended Ursinus College and West Chester University majoring in Business and Economics, with a minor in Business and Technical Writing. His long-term goals include earning a Master Degree and gaining invaluable experience working with investment, nonprofit, and legal professionals. Ryan enjoys an active lifestyle—he played soccer while attending college, plays and watches most sports, and loves camping and hiking.

TCF News

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

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215-627-6434

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