Donor-Advised Funds

Distribution Request Form -- PDF
Online Distribution Request

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

Donor First (online portal) - User Guide

Donor First (online portal) - FAQs

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


Procedures for Operation of Philanthropic Funds
Gift Acceptance
Investment Policy Statement

Annual Reports & Financials

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 Services Coordinator


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 Kaitlyn Oelsner via email or 757.965.6103