Forms & Documents

2022 Annual Report -- Interactive | PDF

2021 Annual Report -- Interactive | PDF

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

Donor Advised Fund Application/Agreement

Distribution Request Form

Online Distribution Request

TJF Donor Advised Fund vs a Private Foundation

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

Learning About Giving Options

Legacy Match Insurance Program

Confirmation of Commitment Form

Gift Formalization Form

My Legacy Story

TJF Professional Advisor Booklet

Gift Planning

Procedures for Operation of Philanthropic Funds

Gift Acceptance

Grants

Investment Policy Statement

The Tidewater Jewish Foundation is happy to provide transfer information as needed. Please click on any of the following persons to contact them directly.

Craig Bailey, Controller: cbailey@ujft.org | 757-965-6100

Randy Parrish, Vice President & CFO: rparrish@ujft.org | 757-965-6104

Ann Swindell, Donor Relations & Grants Manager: aswindell@ujft.org | 757-965-6106

IRS Publication 526 – Charitable Contributions

IRS Publication 561 – Determining the Value of Donated Property

Search for public charities: www.guidestar.org