The Trustees of the Funds (ToTF) is an elected board of Episcopal church members that oversees professionally managed investment funds benefiting the churches and organizations in the Commonwealth of Virginia.
The Trustees of the Funds is one of the oldest Episcopal Church organizations in the Commonwealth of Virginia, with roots to 1754. The Trustees of the Funds was incorporated in 1892. The first fund, the Widows and Orphans Fund, was formed in 1754 and by 1892 it had been joined by the Disabled Clergy Fund and the Episcopal Fund, all still in existence. Today ToTF manages accounts for approximately 120 churches and 80+ institutions within Virginia.
Notice of Public Meetings – ToTF holds an annual Open Meeting each September. Information on the open meeting and prior meetings is available upon request.
Members of our board bring expertise in investments, law, and business, providing an informed, professional approach to managing the ToTF funds. Our members are active in Episcopal churches across Virginia. All Trustees are vetted by a Diocesan committee for expertise and screened for conflicts of interest. The members are proposed and approved at the Annual Convention.
ToTF Board members (Trustees) serve three year terms, and may be appointed to a second term, with total service not to exceed two consecutive terms.
Currently the ToTF is led by an elected President, a Vice President (beginning in 2022), and Committee Chairs for the Investment, Governance, Marketing and Outreach (beginning 2022) committees. ToTF’s Executive Committee is composed of the President, Vice President, and Chairs of each Committee.
In her position with ToTF, Kim is the primary contact for operational matters with our Participants. She oversees the organization’s relationships with our bank and TCG, the third-party administrator that maintains our Participant accounts and ToTF expenses. She maintains records of board meetings, preparing minutes each quarter.
Prior to joining ToTF in 2022, Kim spent over 30 years with the Church Schools in the Diocese of Virginia as Corporate Secretary/Assistant Treasurer. In that position, she had responsibility for the daily activities of the Investment/Loan Pool, which carried an average daily balance of $30 million. She oversaw the payroll and benefits matters of the organization, which involved the processing of 260 payroll runs annually. In addition, she assisted the President, Vice President and board chairs in preparing for various meetings. She served as liaison between related Diocesan organizations and Church Schools.
St. Stephen’s, Richmond
As Executive Director, Lynn is primarily responsible for interactions with the ToTF board members, the Diocesan Staff, and representing our organization in the Diocese and beyond.
Prior to joining ToTF in December 2020, Lynn had worked in the financial services industry for over 25 years as an investment banker and financial advisor. His primary clientele were non-profit organizations, local and state governmental bodies and cooperative organizations that raised capital through access to the capital markets. He served as Senior Vice President, Managing Director or Department Head in various financial institutions. Before starting a career in finance, Lynn served as Assistant General Counsel at the Virginia State Corporation Commission.
Class of 2024
Trustees of the Funds
St George’s, Arlington
Sales, marketing, and finance professional working with major technology companies selling information technology and human capital solutions to the federal government. Since 2017, has operated a consulting firm helping small businesses market to the federal government.
Former Vestry member, Junior, and Senior Warden, lead Annual Fund Campaigns for last fifteen years, and hosted a Diocesan Regional Planned Giving conference.
Chair, Investment Committee
President Via Nova Investment Management, specializing in ESG (Environmental, Social, Governance) investing and asset allocation. Former Director of Asset Allocation, RidgeWorth Investments, and Lipper Award recipient.
Vestry Member, Former Senior Warden, Treasurer and Finance Committee Chair, St George’s Parish. Episcopal Diocese of Virginia 5th Century Fund, Committee on Priesthood, former Trustee of the Funds.
Chair, Finance and Audit Committee
Grace Church, Berryville
President and CEO, Bank of Clarke County, with expertise in finance, banking, corporate governance, and investments. Serve as Trustee of Endowment Committee, Shenandoah University and Evans Home for Children.
Served as Head Acolyte, Sexton, Senior Warden, and Sunday School Treasurer. Now serving as Chair of the Trustees and with the Backpack Program.
Interim Trustee serving unexpired term
St Peter’s Parish, New Kent
Over twenty years serving as a senior sales executive with AllianceBernstein Investments and MFS Investments, specializing in investment solutions and portfolio construction.
Current Vestry member, Chair, Stewardship Committee, lay reader, former President St Peter’s Parish Foundation.
Class of 2025
St Philip’s, Richmond
Over thirty years in banking, retired as Vice President and Manager, Sun Trust Bank. Serving as Adjunct Professor of Accounting and Business, Reynolds Community College.
Former Treasurer, four-time Vestry member, Chair, Finance Committee, Episcopal Diocese of Virginia member, Standing Committee and Bishop’s Transition Committee.
Wicomico Parish, Wicomico
Career officer U.S. Army, retired as a Major General. After receiving an MBA from Harvard Business School, served as a Trustee to a large pension fund, as well as a major medical benefit fund.
Served as Usher, Outreach fundraiser, advisor to the church Treasurer, former terms as a Trustee of the Funds.
St Paul’s, Charlottesville
Over ten years serving as Vice President and Financial Advisor for Truist Investment Services, specializing in endowment investment and management. Also served as Assistant Development Director, teacher, coach, and dorm parent for Christchurch School.
Serving as Treasurer of St Paul’s as well as member of the Finance Committee. Served in leadership positions with several nonprofit boards.
Chair, Outreach Committee
Immanuel Church-on-the-Hill, Alexandria
Served as a federal government relations Director representing private sector organizations before Congress and the Executive branch on energy and environmental policy matters after serving in federal and state government and the U.S. Congress.
Served as Church Register, Vestry member, Chaired the Stewardship and Planned Giving Committee, served six years as a Trustee of Immanuel’s endowment funds, now serving as Co-Chair of the Finance Committee.
Class of 2026
Christ Church, Alexandria
Serving as Chief of Staff to the Department of the Navy’s office managing aircraft carrier construction. Former COO Risk Division, Stanford University Health Care, and retired naval aviator. Specialties include strategic planning, strategic decision-making, and enterprise risk management.
Served on Vestry and on Rector Calling Committee, helped establish parish investment management committee. Currently involved in stewardship, strategic planning, hospitality, and ushering.
Holy Cross Church, Dunn Loring
Deputy Treasurer of Accounting, Cash Management and Investing, Arlington County Office of the Treasurer. Prior experience includes more than twenty years with AES Corp. leading large-scale domestic and international power plant financing projects.
Over eleven years serving as Finance Committee Chair, assisting with budget development and review, as well as producing the Annual Financial Report.
St Stephen’s, Richmond
Practicing Attorney in Commonwealth of Virginia since 1982, specializing in employee benefits and executive compensation law.
Former Vestry member, Delegate to 2018 Annual Convention, chairing Needlepoint Committee and providing pro bono legal services to St Stephen’s.
Thirty-five years practicing law, primarily at Wiley, Rein, and in federal government as former Associate Deputy Secretary, U.S. Department of Transportation.
Formerly served four years as Co-Chair of the Annual Stewardship Campaign, and Finance Committee Chair, Emmanuel’s Diocesan Delegate 2018-2021, organized and initiated a planned giving program for Emmanuel. Before retiring and moving to Loudoun County, served on the Vestry, Chaired Annual Stewardship and Planned Giving Campaigns, and served in the choir of St Alban’s, Washington, DC.
The Rt. Rev. E. Mark Stevenson
Bishop of Virginia
The 14th Bishop of Virginia, he was ordained and consecrated on December 3, 2022. Prior to his ministry in Virginia, he served as Canon to the Presiding Bishop for Ministry, serving as principal liaison between the Presiding Bishop, the dioceses, and governing bodies of the Episcopal Church. He formerly served as Director of Episcopal Migration Ministries and as Domestic Poverty Missioner for the Episcopal Church.
Executive Board Representative
Senior Managing Director at Chevy Chase Trust company advising clients in investment management, financial and estate planning, and trust administration. With over thirty years of experience, she was recently named a top financial advisor by Forbes and Washingtonian Magazines. She serves as Chair of the board of the Northern Virginia Chamber of Commerce, a member of the board of the Arlington Community Foundation, and the advisory board of the Honors College at George Mason University.
Treasurer of St. Mary’s Arlington, where she also serves as a lay reader. She is a member of the Diocesan Executive Board and former Standing Committee President.
The Rev. Christopher Miller,
Chaplain to Trustees of the Funds