Donor-Advised Funds

Donor Advised Fund Application/Agreement -- PDF

Distribution Request Form -- PDF
Online Distribution Request

TJF Donor Advised Fund vs. a Private Foundation​ -- PDF

Interested in starting a donor-advised fund of your own? Click here to contact TJF staff.


Life & Legacy Resources

Learn About Giving Options
Legacy Match Insurance Program
Confirmation of Commitment form
Gift Formalization form
My Legacy Story (PDF)


Professional Advisor Resources

TJF Professional Advisor Booklet




Procedures for Operation of Philanthropic Funds
Gift Acceptance
Investment Policy Statement

Annual Reports & Financials

2020 Annual Report -- Interactive | PDF
2019 Annual Report -- Interactive | PDF
2018 Annual Report -- Interactive | PDF
2017 Annual Report -- Interactive | PDF
2016 Annual Report -- Interactive | PDF
Investment Outlook Report
Combined Financial Report (Audit)
Investment Stewardship - Best Practices Certificate

Stock and Wire Transfers

TJF staff is happy to provide transfer information as needed. Please click on any of the following persons to email them directly, or reach staff by phone at 757-965-6111.
Craig Bailey, Controller
Randy Parrish, CFO
Ann Swindell, Donor Relations and Grants Manager


IRS Publication 526 – Charitable Contributions
IRS Publication 561 – Determining the Value of Donated Property
Search for Public Charities:

Can’t find what you need? Contact Naomi Limor Sedek via email or at 757-965-6109