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)

 


 

Policies


Procedures for Operation of Philanthropic Funds
Gift Acceptance
Grants
Investment Policy Statement

Annual Reports & Financials

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


Miscellaneous


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

Can’t find what you need? Contact Kaitlyn Oelsner via email or 757.965.6103