Donor-Advised Funds


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.

Policies


Procedures for Operation of Philanthropic Funds
Gift Acceptance
Grants
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


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 Scott Kaplan via email or 757.965.6109