Annually, since 2011, the Tidewater Jewish Foundation has commissioned an independent external review that confirms the Foundation’s conformance to the Best Practices under the Global Fiduciary Standard of Excellence. The assessment process is built upon the Fiduciary Quality Management System, as established by the Centre for Fiduciary Excellence.  In the conduct of specific procedures designed to verify conformance for its fiscal year ended June 30, 2023, TJF documents and recordings were reviewed by the independent firm of PB Mares, LLP, including: TJF’s Investment Policy Statements and asset allocation analyses, Investment Committee meeting minutes, by-Laws, as well as other investment governance records maintained by TJF.

This recognition reaffirms our unwavering commitment to stewarding the resources entrusted to us by our valued donors and community.