Setting up a Planned Giving Program for your Parish (3/2/24)


Saturday, March 2nd, 2024


10:00 am – 12:30 pm


St. Matthew's Episcopal Church, 919 Tennis Avenue, Maple Glen, PA 19002

The Church Foundation

Both parishes with an existing Planned Giving ministry and/or an Endowment, as well as those without one, will benefit from this workshop.

Please join Lori Daniels from The Church Foundation of the Diocese of Pennsylvania and James W. Murphy, CFRE from Episcopal Church Foundation, to review best practices on how to empower parish leaders to take the best, next steps for your congregation!


Take the mystery out of planned giving for your parish. Learn in easy-to-understand terms how planned giving differs from annual stewardship and capital campaigns, and how your parish can build endowments and other funds through wills, life income, and various other gifts. After a review of the planned giving instruments, you will learn about the importance of a parish vision, building trust among parishioners, and how to invite others to remember your parish through estate gifts and financial planning, taking into account the many recent tax law changes. (Sponsored by The Church Foundation of the Diocese of Pennsylvania)

To register click here or call ECF at 800-697-2858.


James W. Murphy, CFRE

Director of Stewardship Resources & Operations, Episcopal Church Foundation

James W. Murphy, CFRE, Director of Stewardship Resources & Operations, oversees ECF’s financial resource programs: planned giving, and donor solutions, including ECF’s Donor-Advised Fund program, and its new online fundraising resource hub ECF360. Active in ecumenical collaborations, he works with congregations, dioceses, and other Episcopal organizations to enhance and develop their programs and resources. Jim is the author of Faithful Giving: the Heart of Planned Gifts (an interfaith book on planned giving), General Editor, and a contributing author for FaithfulInvesting: the Power of Decisive Action and Incremental Change (an ecumenical book on Socially Responsible Investing) and a contributor toOne Minute Stewardship and We Shall Be Changed, all from ChurchPublishing Inc. Jim holds a Certificate in Fundraising from New YorkUniversity's School of Continuing and Professional Studies, MA in Christian spirituality from the General Theological Seminary, and BS from NYU'sStern School of Business. Jim is a member of the Association of Fundraising Professionals, Philanthropic Planning Group of Greater New York, the Nonprofit Alliance, and is a Certified Fund Raising Executive.


Lori Daniels

Executive Director, The Church Foundation

About The Church Foundation

The Church Foundation guides parishes and institutions within the Episcopal Diocese of Pennsylvania toward asset growth by providing cost-effective investment and endowment management services. Over its nearly 100-year history, TCF has both navigated the most challenging financial periods and made sound, long-term investment decisions, providing steady growth and security for churches and other episcopal entities in our diocese.

Executive Director Lori Daniels oversees and monitors The Church Foundation’s investments to ensure financial integrity and serves the Board in its fiduciary duties as trustee and custodian for assets owned by churches throughout the Diocese of Pennsylvania. Lori holds an M.S. in Management with a Non-Profit Specialization and a B.S. in Finance.