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WHATGIVES Summer 2018

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What Gives?<br />

CREATING VIBRANT COMMUNITIES BY<br />

UNITING PEOPLE AND INVESTING RESOURCES<br />

<strong>2018</strong> / VOLUME NO. 1<br />

IN THIS ISSUE<br />

4 Education, Medicine and Music:<br />

Dr. Thaddeus Bell<br />

5 Home Telecom: Community Focus<br />

in Action<br />

6 Temple Sinai History Center and<br />

Holocaust Museum<br />

9 Lasting Legacies: Elizabeth Tarrant<br />

Anderson<br />

10 Charting Our Course: Timeline of<br />

Recent Milestones<br />

12 South State Bank and the CCF<br />

Community Partnership Program<br />

15 The Beaufort Fund Turns 20<br />

18 Meet Your CCF Team<br />

Creating a Framework for the Foundation’s Future<br />

Board Adopts New Purpose and Values, Strategic Framework<br />

Over the past two years the Foundation has taken<br />

several steps to prepare for our next 40 years of<br />

success and community leadership. While reflecting<br />

deeply on past accomplishments, the Foundation<br />

Board of Directors grounded itself in today’s<br />

current realities. An increasingly older, traditional,<br />

and experienced donor base on the one hand<br />

balanced by an increasingly younger, mobile, and<br />

socially active donor base on the other; new competition<br />

from commercial providers of donor advised<br />

funds and a demand for better engagement and<br />

community leadership from current and prospective<br />

donors. Against this backdrop of both challenge<br />

and opportunity the Foundation’s Board has created<br />

a strategic framework that will provide a solid start<br />

for the organization as it moves into its next generation.<br />

Starting in May 2016, the Board evaluated<br />

hard questions about relevance and value and took<br />

the necessary steps to invest in internal capacity and<br />

governance structure.<br />

In addition to building and understanding the<br />

complimentary role of the Board and staff, it continues<br />

to build a culture of equity and inclusion.<br />

In May, the Board approved a new strategic framework<br />

that will allow it to have the flexibility to<br />

maneuver within prescribed focus areas that are<br />

imperative to the Foundation’s success. This framework<br />

was developed by reviewing a comprehensive<br />

donor perception report, conducting an analysis of<br />

current Foundation fund types, services, and fees,<br />

and by incorporating the recently completed Civic<br />

Engagement Agenda.<br />

Led by the Board and supported by the CCF staff,<br />

the framework incorporates the latest thinking on<br />

community foundation business models while<br />

building upon CCF’s long history of donor-centric<br />

stewardship. Understanding the need to more<br />

clearly communicate who we are and what we do,<br />

the Board settled on a single, concise purpose statement<br />

that illustrates both.<br />

By focusing on uniting people (donors, nonprofits,<br />

faith-based communities, neighborhoods, and<br />

municipalities) and investing resources (time,<br />

talent, and treasure) CCF is expanding on our reputation<br />

as the community’s savings account.<br />

By understanding our unique role as a steward<br />

of resources and values, we know we must play a<br />

complimentary role to other grantmaking organizations<br />

such as United Ways and family, private, and<br />

corporate foundations. This new framework charts<br />

a course for how we engage in broader initiatives<br />

while staying focused on donor stewardship. It adds<br />

simplicity and clarity to a very complex community<br />

asset – Coastal Community Foundation.<br />

(Top) Donors Hope Florence and Julie Walker celebrate<br />

the Foundation’s Ambassadors of Philanthropy at our<br />

2017 Annual Celebration.<br />

(Below) CCF Board of Directors discuss the themes of the<br />

Civic Engagement Summary Report at a recent meeting.<br />

This edition of What Gives<br />

is made possible, in part,<br />

by the generous support<br />

of South State Bank.<br />

What Gives? <strong>2018</strong> / Volume No. 1 1


COASTAL COMMUNITY FOUNDATION<br />

OUR<br />

PURPOSE<br />

& VALUES<br />

Coastal Community Foundation<br />

helps create vibrant<br />

communities by uniting people<br />

and investing resources.<br />

STEWARDSHIP<br />

We will provide insightful service to our<br />

donors, grantees and communities.<br />

INTEGRITY<br />

We will earn and maintain trust by<br />

demonstrating ethical standards,<br />

honesty and consistency.<br />

G<br />

O<br />

A<br />

L<br />

STRATEGIC<br />

FRAMEWORK<br />

CREDIBILITY<br />

To model honesty and courage by<br />

implementing the Civic Engagement<br />

Agenda, which endeavors to create<br />

vibrant communities by uniting<br />

people and investing resources.<br />

CONVICTION<br />

To embed inclusion with equity within<br />

the walls of CCF and throughout the<br />

relationships we forge.<br />

CAPACITY<br />

To achieve sustainability by building<br />

a healthy, agile and donor-centric<br />

business model.<br />

G<br />

O<br />

A<br />

L<br />

G<br />

O<br />

A<br />

L<br />

INCLUSION WITH EQUITY<br />

We will challenge ourselves daily to<br />

champion fairness and accessibility<br />

for all people in our communities.<br />

COURAGE<br />

We will take bold action to address<br />

the important issues affecting our<br />

communities.<br />

G<br />

O<br />

A<br />

L<br />

COMMUNICATION<br />

To ensure CCF’s relevance in the<br />

communities we serve by executing<br />

thoughtful, responsive strategic<br />

communication plans.<br />

2 coastalcommunityfoundation.org


PRESIDENT’S REPORT:<br />

The State of the Foundation is Strong<br />

It has been some time since our last edition of What Gives?, and I have so<br />

much important information to share with you. As I write this letter, I am<br />

happy to report that our Foundation is in great shape... now at roughly<br />

$280 million in total assets with over 800 total funds and $18 million in<br />

grant dollars going out to the community. We have so much to be grateful<br />

for and as you just read on our front cover, the Board has set a new strategic<br />

direction for the Foundation.<br />

Our four strategic goals are supported by four important organizational<br />

values:<br />

Stewardship We will provide insightful service to our donors, grantees<br />

and communities.<br />

Integrity We will earn and maintain trust by demonstrating ethical standards,<br />

honesty and consistency.<br />

Inclusion with Equity We will challenge ourselves daily to champion<br />

fairness and accessibility for all people in our communities.<br />

Courage We will take bold action to address the important issues affecting<br />

our communities.<br />

These values are the bedrock on which our team<br />

here at the Foundation rests. We take our roles as<br />

stewards of values and resources seriously and I am grateful of the<br />

Board’s investment over the last two years in building our internal<br />

staff capacity to carry out our purpose. I understand that our work in<br />

helping to build a vibrant community across our nine-county region<br />

is grounded in these values, and I appreciate the trust and confidence<br />

our donors place in us.<br />

This edition of What Gives? illustrates that our values aren’t just words on<br />

paper, but who we are and who we have always been. You’ll read about<br />

great successes as we continue to grow into one of the largest and most<br />

accessible community foundations in the country. You will hear about<br />

the diversity of our work across various donor interests: individuals and<br />

families, corporations, and even a Jewish congregation. And you will meet<br />

our current team to reference who to contact when you need support.<br />

Thank you for reading, and I look forward to seeing you soon at one of our<br />

upcoming events!<br />

Darrin Goss, Sr.<br />

President and CEO<br />

What Does the Number 75 Mean?<br />

CCF’s Significance as a “Top 100” Foundation<br />

One measure of a community foundation’s health is the size of the assets<br />

it has been entrusted to steward for the good of the community. In Coastal<br />

Community Foundation’s case, from our first $9,000 donation in 1974, the<br />

Lowcoutry community has supported<br />

the Foundation to help us reach a<br />

significant milestone in this, our 44th<br />

year, when the combined assets of the<br />

Foundation surpassed $250 million.<br />

This growth has been possible due to<br />

the trust placed in our organization, by<br />

solid investment practices, and by the<br />

addition of several supporting organizations<br />

over the past 20 years.<br />

According to the Columbus Survey, a<br />

survey of over 250 community foundations<br />

across the United States, CCF is the 75th largest community foundation in<br />

the United States, based on asset management. This is certainly an achievement<br />

of which our community should be proud! An asset pool of this size provides the<br />

scale needed to access best-in-class investment vehicles and to make an impact<br />

in our local communities through larger grants, better nonprofit support, and<br />

the ability to branch into new initiatives, such as Place-Based Impact Investing.<br />

As pleased as we are to have hit this milestone, our sights are already set on<br />

further growth. What will we be able to accomplish to improve the lives of all<br />

coastal SC residents with $500 million or $1 billion in assets? This is a question<br />

we are looking to answer as we envision our horizon in the not-so-distant future,<br />

and with the knowledge that the good we can accomplish working alongside<br />

our donors and communities will exponentially expand as we continue to grow<br />

our assets.<br />

What Gives? <strong>2018</strong> / Volume No. 1 3


Education, Medicine and Music:<br />

The Great Equalizers<br />

Bell’s Difficult Road a Journey Paved with Gems<br />

When we sat down with longtime CCF fundholder Dr. Thaddeus John Bell to talk<br />

about life’s twists, turns, and second chances, we had no idea he was about to<br />

go into the hospital himself. “I’ve been working to meet with everyone I can. I<br />

met with five different partners last week.” (We’re thrilled to report he’s past this<br />

now, and doing well.)<br />

The partners range from heads of medical organizations, to Cumulus and Apex<br />

Broadcasting, to famous jazz musicians, to everyday patients and Barbershop and<br />

Beautyshop Talk attendees who Dr. Bell reaches—and preaches to about healthcare<br />

tips—through his nonprofit, Closing the Gap in Healthcare.<br />

The North Charleston physician has been working for decades to address health<br />

disparities* and improve outcomes for patients, especially in the black community.<br />

His passion for helping others is surely the secret sauce for his success, for it’s<br />

a success that has come simultaneous with the emotional blows of tremendous<br />

family loss. His son Thad passed away in 1992 just after finishing undergrad,<br />

due to unexpected complications from a knee injury. His daughter Tonisha—who<br />

helped him co-found and direct his organizations—was taken in 2015 by cancer.<br />

“The purpose of<br />

the Lowcountry<br />

Jazz Festival is<br />

to help fund the<br />

scholarships, but it<br />

also helps us stay<br />

on television and<br />

radio to give health<br />

information to the<br />

community, to fight<br />

health disparities.”<br />

-Dr. Thaddeus Bell<br />

There is no “up side” to these tragedies, but Dr. Bell<br />

chooses to focus on the positive. When his son died<br />

and life insurance policy funds came in, Bell says, “My<br />

wife and I decided we didn’t need the money. We said,<br />

let’s take the money and start a scholarship in memory<br />

of Thad.”<br />

And thus, the first of two Bell family scholarship<br />

programs managed at CCF was founded. Supporting a<br />

Morehouse student (Thad’s alma mater), the program<br />

provides funding each year for up to four years.<br />

Dr. Bell didn’t just stumble upon CCF as a philanthropic vehicle. Having been one<br />

of the first African American medical students at the Medical University of South<br />

Carolina (MUSC), Dr. Bell received scholarships from the Saul Alexander Fund.<br />

“$250 a year in 1972 was a lot of money. It was very, very helpful,” he remembers.<br />

“After I graduated, I almost forget about it. Then somebody from the Community<br />

Foundation called me and said ‘our records indicate that you received money<br />

from the SAF.’ So somebody came to interview me about receiving these funds!<br />

Frankly that was the only assistance I got to go to medical school.”<br />

Bell later practiced at MUSC, becoming the Associate Dean of the College of<br />

Medicine and eventually receiving a joint appointment as the Director of the<br />

Office of Diversity for the entire University. “I recognized that all of the students<br />

of African American descent and other ethnic minorities had one problem in<br />

common: most of the time they didn’t have any money.”<br />

He was inspired to start a second scholarship program, specifically for all underrepresented<br />

students at MUSC. Knowing he needed an initial $250,000 to endow<br />

(Top) Dr. Bell in 2015 with his daughter, the late Tonisha Bell Alston, founding<br />

Program Director of Closing the Gap/The Lowcountry Jazz Festival; (bottom) Brian<br />

Culbertson and bandmates jamming at the 2017 Lowcountry Jazz Festival.<br />

a fund, the Lowcountry Jazz Festival was born. “Some of my friends recommended<br />

that we do a jazz festival. And that was very frightening to me. I didn’t know<br />

anything about putting on a jazz festival!”<br />

But his daughter Tonisha, then an MBA student at USC, knew it would work. Tonisha<br />

helped Bell connect the fundraising arm of the Jazz Festival with his Closing<br />

the Gap in Healthcare education series, all to fund his scholarship programs and<br />

keep educating the community about health disparities year-round.<br />

Ten years later, Bell’s daughter Tiffany now helps him run the organizations. And<br />

there’s no slowing down. “My goal is to raise a million dollars—to get the fund<br />

corpus to that amount so we can give $10K scholarships to six students a year,<br />

covering all six colleges at MUSC.” Bell believes increasing the number of minority<br />

healthcare professionals going back into their communities to educate and give<br />

back is the long-term answer for addressing the health disparities.<br />

Dr. Bell continues to hold seminars (including the free Jazzing with Sugar diabetes<br />

event held on Jazz Fest weekend), reach out to schools, get sponsorships from<br />

cities and hospitals and grantors, all in an effort to help save lives. “I tell people<br />

of color, if we’re ever going to change and if we’re ever going to live a quality of<br />

life and a longevity of life our white counterparts enjoy, we’ve got to change our<br />

attitude and how we think about healthcare.”<br />

*A health disparity is when the burden of disease is greater in one group of people<br />

as opposed to another. For example, African Americans die from cancer more than<br />

any other group of people. Reasons for health disparities include lack of access to<br />

facilities, lack of education about symptoms, and fear based on fact (such as the<br />

Tuskegee experiments) but continuing as mistrust for modern medical professionals<br />

and treatments. Visit www.closingthegapinhealthcare.org to learn more.<br />

Visit www.lowcountryjazzfestival.com for tickets to the 10th Annual Festival,<br />

dedicated to the late Tonisha Bell Alston. To read more about Dr. Bell, visit<br />

coastalcommunityfoundation.org/news/our-impact/thaddeusbell.<br />

4 coastalcommunityfoundation.org


CCF Program Officer, Caroline Rakar accepts a check from Home Telecom President and CEO, Will Helmly and Marketing Director, Gina Shuler.<br />

Homegrown: Home Telecom<br />

Community Focus in Action<br />

What makes a company community-focused? The definition is arguable;<br />

however, demonstration is seen when a business hires locally. It’s demonstrated<br />

when they grow and deepen service to customers. It is absolutely demonstrated<br />

when there is a commitment to supporting the broader community—through<br />

volunteerism, sponsoring a little league team, providing financial support<br />

to nonprofits, signing up a company team to join a charity walk or run. It’s<br />

simple, really. It’s demonstrated when the company at all levels—entry level to<br />

the executive suite—is part of the larger community fabric, giving back, taking<br />

part and speaking out for those that live in and love their communities. It’s not<br />

about taking credit for these acts and efforts; rather, it is about being part of<br />

creating a vibrant community-at-large, because, as the saying goes, “we’re in<br />

this together.” We have worked with Home Telecom for over 15 years, and there<br />

is no doubt that Home is authentically community-focused.<br />

As a 100+ year old company based in Moncks Corner, South Carolina, Home<br />

has grown deep roots and stretched its service area, yet has remained “homegrown”<br />

and committed to being part of the larger community. President<br />

and CEO Will Helmly has led the company since 2004 and has quietly and<br />

consistently encouraged corporate philanthropy and volunteerism. It’s about<br />

“empowering employees and learning about great nonprofits, as well as the<br />

great needs that exist,” then taking action to do something. Volunteer opportunities<br />

abound, as do annual philanthropic programs.<br />

Begun in 2005, an all-employee, volunteer committee thoroughly reviews<br />

grant applications to the HOME Community Fund at CCF, where funding<br />

recommendations are developed and dollars deployed each year. The HOME<br />

Community Fund started with an initial contribution of $100,000, and now tops<br />

more than $2 million thanks to generous donations over the Fund’s 16-year<br />

lifespan. More than $250,000 has been distributed since its inception to<br />

nonprofits serving Berkley County and its residents. CCF Program Officer Caroline<br />

Rakar leads the committee each year in this work and attests, “Each member<br />

of the committee learns and deepens their appreciation for the good work that<br />

nonprofits do—developing greater understanding for some of the challenges<br />

experienced by many within the community.” It’s a powerful experience.<br />

Not one to stop thinking “big picture” and looking to the future, Helmly and<br />

the Home Telecom Board of Directors decided to create the Home Telecom<br />

Fund II, this time for executive leadership to take part in recommending grants<br />

to the community. The Fund’s balance currently sits at nearly $3 million—a<br />

hefty sum, with big vision behind<br />

it. It was important to Helmly<br />

that “Employees continue to feel<br />

‘ownership’ of the original HOME<br />

Community Fund, and continue<br />

their annual grantmaking” so they<br />

created Fund II in order to replicate<br />

the experience, bottom to top.<br />

It’s impressive to witness the<br />

sincere dedication of Home Telecom,<br />

its staff, and executive leadership.<br />

It’s demonstrated in the<br />

call for submission for students in<br />

Will Helmly, President and CEO of Home<br />

Telecom since November 2017.<br />

Berkeley County for the “Directory Art Challenge.” It’s taking part each year<br />

in the Komen Race for the Cure. It’s the number of employees working to<br />

allocate the funding available to nonprofits that serve and support Berkeley<br />

County. Without big fanfare or “tooting one’s own horn” the Home Telecom<br />

funds provide quiet acts of involvement each and every year that are nothing<br />

short of inspiring. CCF is proud of and humbled by all that’s been done, and<br />

all that will continue to be done, long into the future. What makes a company<br />

community-focused? Just look to Home Telecom to see it in action, yesterday,<br />

today and tomorrow.<br />

What Gives? <strong>2018</strong> / Volume No. 1 5


(Top row) Roger Ackerman (Temple Sinai Board President), the late Elizabeth Moses (former SCM Education and Outreach Coordinator), Frank Edwards (President of the<br />

Sumter County Museum Foundation); (bottom row) Annie Rivers (SCM Executive Director), Marlene Denemark (Temple Sinai Board Member).<br />

Temple Sinai’s Transformation<br />

Partners with Sumter County Museum to Become<br />

Temple Sinai Jewish History Center and Holocaust Museum<br />

For the past 104 years, Temple Sinai has stood as a sanctuary and testament to<br />

the success of Jewish people in Sumter County. Lifelong member of the Congregation,<br />

Roger Ackerman moved to Sumter with his wife and three daughters 52<br />

years ago. He says, “I remember when the congregation was 165+ members<br />

strong. We were a very active group – we had a youth group, full Shabbat<br />

services every Friday night and everything else that goes along with having a<br />

strong Jewish congregation.”<br />

Numbers have shrunk dramatically since then. Today, up to twelve people<br />

attend Shabbat services on Friday nights. When the reality implied by that<br />

number descended upon Roger Ackerman in 2005, he decided to write the<br />

Congregation a three-page letter outlining the living history of their membership.<br />

When we spoke to Ackerman, he said all he could think at the time was,<br />

“We should have a living will.”<br />

That same year, the congregation appointed four temple elders to a planning<br />

committee that would make key decisions about Temple Sinai’s future. The<br />

question that everyone wanted answered? Who decides when the temple<br />

closes?<br />

Soon after appointing elders to a planning committee, a friend of the congregation<br />

referred the group to the Charleston Jewish Federation. According to<br />

the group, “Charleston Jewish Federation and KKBE have been very generous<br />

to us.” The congregation has been able to keep the doors to Temple Sinai open<br />

as a direct result of their funds managed by Coastal Community Foundation.<br />

Moving forward, Charleston Jewish Federation will assume the role of tending<br />

to the cemetery beside Temple Sinai. The cemetery predates the Temple edifice<br />

which was rebuilt in 1913 after a fire damaged the original space. However,<br />

until recently, there was no plan for maintaining the historic temple.<br />

Roger’s closest friend in the area, Abe Stern, is a Holocaust survivor. While<br />

consulting about this project together, the two discussed the fact that there is<br />

no permanent Holocaust Museum between Richmond and Atlanta.<br />

6 coastalcommunityfoundation.org


Out of this realization was born a partnership<br />

with Sumter County Museum. In September of<br />

2015, the committee met with the Sumter County<br />

Museum Board. Both parties came out of the<br />

meeting thrilled. The new question was—could the<br />

Temple raise the money to increase this endowment<br />

to support Museum operations?<br />

According to Roger, “People responded beyond<br />

expectation.” The group is still raising these funds<br />

today, but they have transitioned into coordinating<br />

plans for Temple Sinai to become a Jewish History<br />

and Holocaust Museum.<br />

The congregation’s hope is that this space will<br />

“honor Holocaust survivors whether living or<br />

deceased by telling their stories.” In years to come,<br />

the group hopes to bring people from all over South<br />

Carolina and in time, from all over the United States.<br />

For Elizabeth Moses*, the daughter of one of the<br />

Congregation’s oldest members and the Education<br />

and Outreach Coordinator at Sumter County<br />

Museum, “one of the most special parts of this partnership<br />

is that the temple sanctuary will remain for<br />

all who would like to worship there in the foreseeable<br />

future.”<br />

Moses’ father, Robert Moses, is 96 and is still an<br />

active member of the congregation. Beyond being<br />

a descendant of the Moses family (one of the founding<br />

families of the congregation), Elizabeth gave<br />

us a few more key insights into why this space and<br />

the Jewish community in Sumter should be maintained<br />

for future residents and visitors to this area.<br />

“Early Sephardic Jews were chased out of Spain and<br />

Portugal, arriving in Georgia and the Carolinas in<br />

the 1600s and 1700s. Our partnership with Temple<br />

Sinai is an opportunity to preserve a unique building—the<br />

synagogue, and a historic congregation.”<br />

According to Jewish Heritage records published<br />

by the College of Charleston, the first sign of<br />

Jewish life in Sumter was in the 1870s. The brick<br />

synagogue that stands in Sumter today boasts<br />

the original ten windows that were placed in the<br />

temple walls when it was constructed in 1913.<br />

These windows are dedicated to the ten founding<br />

families of the congregation.<br />

We congratulate Temple Sinai and Sumter County<br />

Museum on this partnership, and applaud their<br />

move to preserve and maintain a space that speaks<br />

to the prominence of Jewish life in Sumter County.<br />

Sumter County Museum is scheduled to open<br />

its first exhibit with Temple Sinai in <strong>2018</strong>.<br />

To learn more about this partnership, visit<br />

www.sumtercountymuseum.org/templesinai.<br />

*CCF was saddened to learn of the passing of Elizabeth<br />

in July <strong>2018</strong> as this publication went to press.<br />

(Right) A panel from one of the ten original temple<br />

windows in the brick synagogue. These windows<br />

are dedicated to the ten founding families of the<br />

congregation.<br />

(Below) A glimpse of the new museum exhibits.<br />

Preservation and Legacy<br />

The legacy and contributions of the Jewish community have been vital to the history and<br />

culture of our region. Temple Sinai leaders established funds with the Jewish Endowment<br />

Foundation, a supporting organization of CCF, because we provide a vibrant philanthropic<br />

home to members of the Lowcountry’s Jewish community through a variety of fund options:<br />

donor advised funds, designated funds, field of interest funds and scholarships. Through the<br />

Temple Sinai Funds, Temple Sinai and its adjacent cemetery will remain two of the institutions<br />

that are part of this rich Jewish history for generations to come. The Jewish Endowment<br />

Foundation has over $15 million in assets, indicative of the generosity and contributions of<br />

the Jewish Community to our region’s history and quality of life.<br />

For more information on how to be part of the Jewish Endowment Foundation and its family<br />

of funds, contact Vice President of Development & Stewardship Melissa Levesque at<br />

(843) 723-3635 or Melissa@CoastalCommunityFoundation.org.<br />

Photo Credit Annie Rivers<br />

What Gives? <strong>2018</strong> / Volume No. 1 7


Brian Hussain, CCF’s Longtime<br />

Financial Steward<br />

After 23 years of leading the Foundation’s explosive growth in assets, Vice<br />

President of Finance and Chief Investment Officer Brian Hussain retired in<br />

May. When he started with CCF in 1995, Anita Zucker was the Board Chair, Ruth<br />

Heffron was the Executive Director and the Foundation had just reached $10<br />

million in assets and was sustaining $1 million in annual grantmaking. Fast<br />

forward two decades and CCF has surpassed $250 million in assets and $18<br />

million in annual grantmaking. (We mapped just a handful of other significant<br />

Foundation milestones under Brian’s leadership, to the right.)<br />

MILESTONES UNDER BRIAN’S LEADERSHIP<br />

1996 The Jewish Endowment Fund, Inc. (JEF) is begun as a partnership<br />

with the Charleston Jewish Federation with several<br />

endowments created by local families.<br />

1998 The Beaufort Fund is created with an anonymous<br />

multi-million-dollar gift from a Beaufort family for charitable<br />

work in Beaufort, Colleton, Hampton and Jasper<br />

counties. Total lifetime grantmaking will exceed $1.6<br />

million this year, and more than 100 nonprofits have<br />

benefited over the past six years.<br />

The Saul Alexander Foundation, one of the region’s oldest<br />

and most generous private foundations (since 1952)<br />

becomes an affiliate of CCF.<br />

Greatest one-year leap in managed assets – from $17.9 to<br />

$36.7 million.<br />

2000 Tony and Linda Bakker give $6.5 million (second largest gift<br />

in CCF history) to create the Bakker Family Fund.<br />

2003 $33 million bequest creates CCF affiliate, the Frances<br />

P. Bunnelle Foundation, to support nonprofit groups in<br />

Georgetown County.<br />

A young Brian at the old CCF office.<br />

Brian was an essential part of the growth and leadership of CCF. “It is delightful<br />

to have worked with a Chief Investment Officer as competent as Brian,” said<br />

CCF Board Member and Investment Committee Chair, Bob Nigro. “During<br />

my eleven years on the Foundation’s Investment Committee, I have enjoyed<br />

being in his company and have benefited from his wisdom. Indeed, he is a<br />

trusted friend.”<br />

Brian was much more than our investment expert. During hurricane season for<br />

the past 23 years, Brian was better than the Weather Channel’s Jim Cantore in<br />

predicting if a storm was going to hit someplace in CCF’s nine-county service<br />

area. He rivaled CCF partner Belmond Charleston Place’s Mickey Bakst with his<br />

wine pairings for every event menu, and his dry, smart, wicked wit could be<br />

counted on for lightening any mood.<br />

We’ll miss the wit and will always appreciate the firm foundation Brian helped<br />

establish during his time at CCF.<br />

“Brian’s contributions to the success of the<br />

Foundation’s financial operations cannot be<br />

overstated.” - Bill Medich, former CCF Board Chair<br />

and current Investment Committee member<br />

2004 CCF celebrates 30 years of work in the community with new<br />

name and logo. The Foundation is managing $104 million<br />

in assets held in 366 funds. Total grantmaking—$35 million<br />

over the past 30 years.<br />

2007 The Blackbaud Fund reaches $1 million.<br />

This year, CCF distributes $11 million in the form of<br />

1,520 grants to 585 charitable organizations. The Foundation<br />

now has $147 million in combined assets under<br />

management and a total of $64.5 million has been<br />

granted since inception.<br />

2011 A major threshold is crossed, as over $100 million has been<br />

awarded to the community since CCF’s founding.<br />

2014 The Foundation exceeds $18 million in grantmaking in a<br />

one year period.<br />

2015 WCF becomes supporting organization adding $24 million<br />

to CCF’s assets under management.<br />

2017 Investment Committee votes to create Social Impact Investing<br />

Committee which later founds CCF’s first-ever Place<br />

Based Impact Investing Fund in <strong>2018</strong>. Fund begins with<br />

$3 million in available capital.<br />

8 coastalcommunityfoundation.org


Lasting Legacies:<br />

Elizabeth Tarrant Anderson<br />

What makes a happy life? Many different things, but it seems giving<br />

back produces the warmest souls the earth has to offer.<br />

Elizabeth Tarrant Anderson, daughter of Tom and<br />

Ann Anderson, was the picture of an engaged,<br />

young individual. As our youngest Donor Advisor<br />

to-date (she became one at the age of nine), Elizabeth<br />

was actively engaged in giving back and<br />

getting to know the many different people who<br />

make up our region.<br />

When Elizabeth passed away from the effects of<br />

Duchenne Muscular Dystrophy at age 30 in November<br />

of 2017, her father says, “we were overwhelmed<br />

with the memorial gifts that came into her fund in<br />

November and December. We had no idea how<br />

many different lives she touched.”<br />

The focus areas where Elizabeth and her family have<br />

made an impact by recommending grants include<br />

health, education and children’s services. One of<br />

these nonprofits−Windwood Farm for Children<br />

and Family Services (windwoodfarm.org)−is dedicated<br />

to providing help, hope and healing through<br />

behavioral and educational services for children<br />

and families.<br />

than one thousand games across multiple sports.<br />

This year, the school hosted a special Elizabeth<br />

Anderson Night basketball game in her honor.<br />

According to Porter Gaud Coach Larry Salley, “Elizabeth<br />

was a staple at our games. There’s one place<br />

in the stands where she would always sit to cheer<br />

our teams on, win or lose. On January 16th, those<br />

stands were packed to the rafters. There were probably<br />

upwards of 600 people who came out to the<br />

game for Elizabeth and her family.”<br />

When former CCF Program Officer Richard Hendry<br />

interviewed Elizabeth back in 2015, he asked her if<br />

any particular memory stood out from her lifetime<br />

of philanthropy. She said, “There are many, but one<br />

stands out the most. My fund made the first gift to<br />

Pattison’s Academy. That gift started the website for<br />

the nonprofit organization, and now school.” Pattison’s<br />

(www.pattisonsacademy.org) serves children<br />

with multiple disabilities with a vision to create “a<br />

world where all children have the opportunity to<br />

meet their maximum potential.”<br />

According to Deborah D. McKelvey, Windwood<br />

Farm Executive Director, “Elizabeth’s father, Tom,<br />

has supported our mission and been involved with<br />

Windwood Farm for several years as a member of<br />

our Board of Directors. The family’s belief in philanthropy<br />

has been passed on to both of their children,<br />

especially Elizabeth who championed the sustainability<br />

of children’s services programs through her<br />

endowment. She was a beautiful example of paying<br />

it forward.”<br />

Elizabeth graduated from West Ashley High School,<br />

but was an active participant in Porter Gaud Athletics,<br />

where her brother Thomas attended school. In<br />

2006, she was made an honorary member of Porter-<br />

Gaud’s graduating class, and in 2008, she was<br />

inducted into Porter Gaud’s Athletic Hall of Fame,<br />

having cheered on varsity and JV teams at more<br />

Today, the Elizabeth Tarrant Anderson Endowment<br />

for Children has made more than 120 grants<br />

totaling nearly $60,000 to organizations like the<br />

Muscular Dystrophy Association, the MUSC Shawn<br />

Jenkins Children’s Hospital, the MUSC Foundation,<br />

the Burke High School Band and the Make-A-Wish<br />

Foundation.<br />

Many of these organizations had a personal impact<br />

on Elizabeth’s life, providing medical services and<br />

unique personal experiences for her. With her growing<br />

endowment, Elizabeth’s love for giving back to<br />

the causes she believed in will continue.<br />

To contribute to this fund, visit coastalcommunityfoundation.org/donate-today<br />

and designate your<br />

gift to the “Elizabeth Tarrant Anderson Endowment<br />

for Children.”<br />

Elizabeth Tarrant Anderson pictured at several family<br />

affairs. Second picture shows Elizabeth with family and<br />

friends at the Windwood Farm Home for Children’s<br />

Sommelier Smackdown Fundraiser in 2014.<br />

What Gives? <strong>2018</strong> / Volume No. 1 9


Charting Our Course<br />

COASTAL COMMUNITY FOUNDATION’S PATH: A LOOK BACK AS WE MOVE FORWARD<br />

WINTER/SPRING 2016<br />

Staff and Board commit to new equity and inclusion policy, in<br />

the aftermath of Mother Emanuel AME tragedy<br />

Darrin Goss, Sr. appointed President and CEO; embarks on<br />

listening tour across our nine-county region<br />

Anonymous donors provide $3.2 million to establish the<br />

Reverend Pinckney Scholars Program<br />

Darrin and leadership team conduct Question Zero work with the<br />

Board: Why does CCF exist?<br />

The Farbstein Grant Program begins with $1.2 million<br />

estate gift<br />

SUMMER/FALL 2016<br />

Impact Investing Committee formed to explore the possibility of<br />

new investment model (Social Impact Investing)<br />

Team begins strategic community leadership work (will become<br />

Civic Engagement Agenda); redesigns competitive grantmaking<br />

programs…enhancing and streamlining processes for<br />

applicants while removing some barriers to entry<br />

WINTER/SPRING 2017<br />

Second class of Reverend Pinckney Scholars announced<br />

Work begins with new Civic Engagement partners<br />

The Harwood Institute, 1000 Feathers and the<br />

Metropolitan Studies Institute at USC Upstate<br />

Home Telecom commits $1.2 million to corporate advised<br />

fund for leadership grantmaking<br />

SUMMER/FALL 2017<br />

Ambassador James A. Joseph (coined the concept of Passing Gear<br />

Philanthropy) addresses donors, scholars, and special guests at<br />

the Annual Celebration at Belmond Charleston Place<br />

Launch party for Bridge Philanthropists, the next generation who<br />

want to give back and make a difference<br />

10 coastalcommunityfoundation.org


International African American Museum (IAAM) places<br />

$4 million endowment with CCF<br />

CCF becomes first SC community foundation to surpass<br />

$250 million in assets; ranked 75 th largest in the nation<br />

Community Conversations begin; over 40 conducted with<br />

more than 500 total participants…and counting!<br />

CCF partners with Volvo to launch its local grantmaking,<br />

to begin supporting good work being done in the<br />

community—all before the first cars rolls out the door<br />

WINTER/SPRING <strong>2018</strong><br />

Record year-end donations for the Foundation and our affiliates<br />

The Jewish Endowment Foundation (formerly the Jewish<br />

Endowment Fund) begins Year Two of their Life & Legacy<br />

Campaign with a goal to secure 144 legacy commitments<br />

Beaufort Fund Celebrates 20 years of grantmaking; total of<br />

$8,624,090 in grants awarded over the past two decades to<br />

nonprofits serving Beaufort, Colleton, Hampton and Jasper counties<br />

Board completes new organizational strategic framework<br />

$3 million Place-Based Impact Investing Fund (PBII) announced<br />

at College of Charleston’s inaugural Impact Day<br />

Civic Engagement summary report released and discussed at<br />

dozens of town halls up and down the coast; first ever virtual<br />

town hall conducted to update our communities on progress and<br />

momentum<br />

SUMMER <strong>2018</strong><br />

Impact Endowment Campaign ends raising $2.4 million with an<br />

additional $1.8 million match, $4.2 total to support CCF operations<br />

Third class of Reverend Pinckney Scholars announced; program<br />

expansion announced to add development opportunities and assist<br />

scholar applicants beginning in 11 th grade<br />

Six Place-Based Impact Investing (PBII) finalists being vetted; CFO<br />

Christa Divis featured on SC ETV Public Radio’s SC Business Review<br />

On the Horizon... Fall <strong>2018</strong><br />

• Continued process improvements to our grantmaking programs with<br />

accessibility and capacity building enhancements<br />

• New donor and professional advisor events and engagement opportunities<br />

• First group of PBII investees announced<br />

• New Foundation brand roll-out!<br />

• Grantmaking and Community Leadership team begins national Power Moves<br />

pilot, providing new tools for grantmakers serious about advancing equity<br />

• Intergenerational Philanthropy event series<br />

• Donor meeting on investment updates<br />

What Gives? <strong>2018</strong> / Volume No. 1 11


(Left) Bill Medich, South State Bank Executive Vice President and Charleston Regional President; (middle) Patti Byrd, South State Bank Assistant VP, Private Banking;<br />

(right) South State Bank’s lobby, packed for CCF’s Bridge Philanthropists launch party this past fall.<br />

“CCF works to<br />

support all efforts<br />

to improve the<br />

community. I look<br />

at the Foundation<br />

as a group that<br />

funnels information<br />

and resources at a<br />

larger scale, and<br />

then disseminates<br />

[those things]<br />

where needed.”<br />

- Patti Byrd,<br />

South State Bank<br />

Assistant Vice<br />

President, Private<br />

Banking<br />

South State Bank<br />

Community Partnership Program Produces Results<br />

When you step into the lobby of South State Bank on Charleston’s<br />

historic Broad Street, the vaulted ceilings and marble floors belie<br />

what’s about to happen… you are about to be greeted by the<br />

most friendly, down-to-earth and caring banking staff you may<br />

ever encounter.<br />

Even before a mention of a meeting with Regional President Bill<br />

Medich, several employees were greeting and assisting—this was<br />

more than just a dose of expected southern hospitality. A man,<br />

waving down from the polished bronze second floor balcony<br />

railing of the grand old building, volunteered to lead the way.<br />

Mr. Medich’s stellar community reputation precedes him. His<br />

service on the Spoleto Festival USA Board among many notable<br />

bio items—including his longtime involvement at CCF—made<br />

being shown to the “head honcho’s” office a bit nerve wracking.<br />

The appointment was to speak with Bill about South State’s<br />

unwavering involvement in the Community Partnership<br />

Program—the Foundation’s annual, tiered fundraising campaign<br />

to gather the unrestricted dollars necessary to operate at proper<br />

capacity and effectively steward $280 million in philanthropic<br />

assets.<br />

The nerves soon melted away since Bill and everyone else were as<br />

genuine and welcoming as the lobby team. The mindset that “a<br />

bank can only be as successful as the community it serves” makes<br />

it second nature for Bill—who has been a banker his entire life,<br />

and here in Charleston for 23 years—to volunteer in several sectors<br />

and remain heavily involved in nonprofits at the local level, along<br />

with his employees and their families.<br />

“We don’t have a ‘corporate’ perspective on giving and volunteering.<br />

We think as residents of the community. We have 650<br />

employee families who are residents. They live here, play here, go<br />

to school here, and are strongly vested here,” he notes. “Whether<br />

it is coaching little league, teaching Bible school, volunteering at<br />

the synagogue, or serving on nonprofit boards, our support of the<br />

community is driven by the interests of our employees.” He adds<br />

that giving people a genuine feeling of purpose at work results<br />

in very little turnover and adds to South State’s teambuilding.<br />

Over a decade ago, Bill was looking for another volunteer opportunity<br />

at an organization that he felt could really “make a difference.”<br />

That’s how he found CCF and the Grants Committee—his<br />

gateway into community foundation work.<br />

When describing his learning curve about the many aspects of<br />

foundation philanthropy, Bill says it’s sometimes “difficult to<br />

concisely explain without getting into the weeds.”<br />

This knowledge and recognition of the Foundation’s complexity<br />

is no doubt what makes him so passionate about describing CCF.<br />

For Bill, beyond learning acronyms and fund types, foundation<br />

philanthropy faces a common misconception of a community<br />

savings account, just sitting here with an open supply of capital to<br />

be deployed at the Foundation’s discretion. He explains, “It really<br />

is about connection. Informing and connecting donors to things<br />

that are important in the community, and making connections<br />

to the things that are important to the donors.” Bill respects and<br />

applauds the Foundation’s expertise in managing endowed capital<br />

and deploying it in a strategic way. He also applauds the next<br />

generation getting involved and giving back, including South<br />

State’s young leader, Private Banker Patti Byrd.<br />

12 coastalcommunityfoundation.org


Patti began as a teller in 2009 and was greatly influenced<br />

by her colleagues’ community involvement<br />

and the commitment to regional philanthropy she<br />

saw at the leadership level. “I was very happy to find<br />

out that my new company really had an emphasis<br />

on being a good community partner and corporate<br />

citizen.”<br />

Roughly three years into her South State career, she<br />

became involved with CCF as a banker. “That was<br />

my first introduction to the Community Foundation<br />

as someplace more than just to volunteer. Having<br />

an organization like the Community Foundation<br />

here [in Charleston, and as a customer] makes us a<br />

force to be reckoned with; it provides a great deal<br />

of trust for the community to know their funds are<br />

being managed responsibly.”<br />

When Patti heard of the plan to find some volunteers<br />

to create and develop the Bridge Philanthropists<br />

program for younger people interested in the<br />

Foundation’s work, she was “all in.”<br />

Patti says having a healthy community foundation<br />

means there is a resource for problem solving<br />

across the many regional organizations faced with<br />

various and oftentimes similar challenges. “CCF<br />

works to support all efforts to improve the community.<br />

I look at the Foundation as a group that funnels<br />

information and resources at a larger scale, and<br />

then disseminates [those things] where needed.”<br />

In an age where “there are so many nonprofits out<br />

there, and how do you figure out which one is the<br />

right one to give to and a good one to partner with?”<br />

Patti knows her customers with a philanthropic<br />

mindset want to go through someone they can<br />

trust, “and CCF is someone they can trust.”<br />

“There couldn’t be a better path for me, personally.<br />

I think it’s our duty—as a bank, a lender, and a large<br />

employer in Charleston—to be involved and to know<br />

what’s going on in all areas of the community. It’s<br />

especially helpful to be involved at CCF because<br />

it’s not just about giving your money and attending<br />

events. It is true community service,” Patti says.<br />

“For me, as a member of the business community<br />

but also personally, that is more fulfilling than any<br />

networking event I can ever go to.”<br />

Bill is proud of South State’s cultural DNA. “We<br />

encourage our employees to pick something in<br />

the community they are interested in and we will<br />

support them.” He adds, “It’s not any more complicated<br />

than this. The community means a lot to our<br />

team and we are convinced that CCF is as wise an<br />

investment as we can make to continue to solve<br />

some of the community’s most pressing problems.”<br />

Corporate citizenship is common sense for both<br />

Bill and Patti, and it includes volunteering as well<br />

as financial commitment to make sure impact is<br />

maximized.<br />

“Any community has challenges and opportunities<br />

to improve. The Foundation is right at the very heart<br />

of that. When companies want to support an effective<br />

process to feed that overall improvement, the<br />

Community Foundation is the place to do that,” says<br />

Bill. “There are many worthy organizations but I feel<br />

like CCF is a very worthwhile investment for companies<br />

who want to truly feel like they’re contributing<br />

to the long-term improvement of our community.”<br />

Bill Medich currently serves on the CCF Investment<br />

Committee, and was a member of our board from 2008<br />

to 2016, including his service as Board Chair from 2013<br />

to 2015. Patti Byrd is a founding member of CCF’s Bridge<br />

Philanthropists as Treasurer of the Bridge Builders, the<br />

steering committee of this evolving, new group.<br />

JODY TAMSBERG:<br />

RESPONSIBLE PHILANTHROPY<br />

“Much of my time is spent now trying to give<br />

responsibly to causes that have meaning and<br />

impact. I served on the boards of CCF and the<br />

Bunnelle Foundation and have great respect for<br />

their experience and expertise in philanthropy. I<br />

quite often take their advice and don’t have to do a lot<br />

of vetting. I know if they are putting their time, talent<br />

and money behind something, then I can certainly<br />

support it.”<br />

This is coming from Windwood Family Services<br />

founder, land conservation donor, and CCF Donor<br />

Advisor Jody Tamsberg, a real estate developer<br />

who lives in Georgetown, works in Georgetown and<br />

Charleston counties, and has been involved with CCF<br />

for decades, focusing on responsible giving and<br />

modeling that practice for his children and<br />

grandchildren.<br />

He inherited his philanthropic spirit from his<br />

parents. “They didn’t have a lot but their core<br />

belief was to give back and they showed me that by<br />

example.”<br />

…and by example is how Jody chooses to live.<br />

Rather than supporting over-development, his<br />

career in real estate has made him passionate<br />

about coastal land conservation. He has donated<br />

multiple conservation easements on large, environmentally<br />

significant tracts of land.<br />

Jody has chosen CCF to help him manage his<br />

philanthropy. He and his wife established the Tamsberg<br />

Family Endowment (Donor Advised Fund) and<br />

they support CCF’s Civic Engagement work and the<br />

strategy behind the Community Partnership<br />

Program. “It didn’t take much time when I saw the<br />

effort and sat down with Darrin to discuss the initiatives.<br />

I knew I wanted to participate.”<br />

Visit coastalcommunityfoundation.org/news/<strong>2018</strong>/<br />

08/JodyTamsberg/ to read more.<br />

“Equal economic and education opportunity for everyone no matter<br />

what they look like or where they live or how much money they have.”<br />

– Bill Medich, South State Bank Regional President,<br />

when asked what he wants to see for Coastal SC’s future.<br />

Jody next to his Order of the Palmetto—the State’s<br />

highest civilian honor for service ‘In recognition for all<br />

you have done to better our part of the world over the<br />

years.’ “I had no idea that somebody had recommended<br />

me. It’s special to me. The kids were there [for the surprise<br />

presentation.] They tell me they are proud. They know<br />

their dad is doing something and they want to do it, too.”<br />

What Gives? <strong>2018</strong> / Volume No. 1 13


(Left) Bunnelle Executive Director, Geales Sands and Gail Phillips holding Rory the Bookworm (from Reach Out and Read) with Darrin after his May <strong>2018</strong> Common Issues<br />

Common Threads presentation on Trust, Time and Turf for Georgetown County nonprofit leaders; (right) Former WCF Board Member Rev. Cheryl Adamson greets Bill<br />

Crowther, Economic Developer for Congressman Tom Rice’s office, at Prestwick Country Club during the August 1017 Legislative Update.<br />

Creating New Possibilities for Coastal SC’s Northern Counties<br />

Waccamaw Community Foundation and the Frances P. Bunnelle Foundation<br />

When Coastal Community Foundation talks about representing the entire coast<br />

of South Carolina via our nine-county region, many still don’t realize that much<br />

of our reach travels north through the work we do with our affiliates in Georgetown<br />

and Horry counties, the Frances P. Bunnelle Foundation and the Waccamaw<br />

Community Foundation. Here’s an update on the fantastic momentum these<br />

two foundations are creating and leveraging.<br />

Donors had a chance to peruse displays, meet staff, learn more about organizations,<br />

and decide how and where they wanted to give. Many of this year’s<br />

nonprofits, such as Helping Hands of Georgetown, far exceeded their fundraising<br />

goals for the day! Participants were required to have a stake in the effort by<br />

finding match gifts and attending the organizing sessions, where they were<br />

trained on how to leverage the power of a giving day to achieve success.<br />

The Frances P. Bunnelle Foundation’s vision of a community with abundant<br />

opportunity for healthy, safe and sustainable living is the force behind its recent<br />

growth and expansion. The median age of Georgetown residents is increasing<br />

and community needs are changing. These changes coupled with the spirit<br />

of Mrs. Bunnelle’s generous gift to the community have led to the creation of<br />

exciting new education-focused initiatives—under an umbrella theme called<br />

E2C (Education to Career)—that will expand the Foundation’s impact beyond<br />

Georgetown and into neighboring counties. Student-led leadership groups,<br />

a summer internship program, a career exploration app for students, and an<br />

exciting new “take” on career fairs for 8th graders (8,000 students from Georgetown<br />

and the surrounding counties will explore career “pathways” at the Myrtle<br />

Beach Convention Center, October 24-25) are all pieces of the new E2C work.<br />

On May 1st, the Bunnelle Foundation held the second annual Palmetto Giving<br />

Day. The 24-hour online and in-person event raised a total of $1,106,726, far<br />

exceeding the goal and more than doubling last year’s total. 54 participating<br />

Georgetown County nonprofits came together and hosted booths at The<br />

Hammock Shops during the well-attended event that included food, music<br />

and prizes.<br />

The Waccamaw Community Foundation (WCF) has been serving Horry and<br />

Georgetown counties for nearly two decades by connecting people with the<br />

causes they care about. WCF nonprofit grants focus on the areas of education,<br />

religion, human needs, neighborhood and community development, health,<br />

environment, philanthropy, and the arts.<br />

Recognizing the growing need for funding due to the region’s growth, the<br />

WCF Board and grantmaking committee recently doubled their grant dollars<br />

to provide more impact and help their nonprofit partners better serve Horry<br />

and Georgetown residents. This announcement sets the tone for what is sure to<br />

be an exciting 2019 for WCF, as it prepares to celebrate its 20 year anniversary<br />

and its threshold of $20 million in total lifetime grantmaking.<br />

We encourage you to get involved with our affiliate foundations, especially if<br />

you have a vested interest in community vitality and equity-building across our<br />

nine-county region. For more information about the Bunnelle Foundation, E2C,<br />

or Palmetto Giving Day, please call 843.237.1222. For more information about<br />

Waccamaw Community Foundation and its work in Horry and Georgetown<br />

counties, please call 843.357.4483.<br />

14 coastalcommunityfoundation.org


The Beaufort Fund: Celebrating the Past, Planning for the Future<br />

20 th Anniversary Milestone Brings a Crowd, Renewed Purpose<br />

“There are as many success stories as there are dollars that have gone out from<br />

the fund.” That’s what Gloria Duryea, CCF Stewardship Officer, had to say about<br />

the impact of the Beaufort Fund over the last two decades. Duryea joined CCF<br />

a little over three years ago after working for several Beaufort area nonprofits,<br />

giving her rare insight into what the Fund means to Beaufort, Colleton, Hampton<br />

and Jasper counties. “It is such an incredible gift to the community. So<br />

unique and so special, it’s truly one of a kind.”<br />

The Beaufort Fund began in 1998 thanks to the generosity of an anonymous<br />

donor and has since awarded $8,624,090 to southern Lowcountry nonprofits.<br />

Each year, nearly $600,000 in grant funding is distributed across the four<br />

counties to help a diverse set of organizations fulfill their missions to meet the<br />

varied needs of their communities. These grants give awardees the flexibility<br />

to allocate funding where it’s needed most. Funding can be used for general<br />

operating support to cover overhead costs like staff compensation and necessary<br />

supplies, or to provide things like meals, school supplies and access to<br />

health care for community members.<br />

funding with similarly matched nonprofits—it will help us better define where<br />

they are as organizations, as well as where they hope to be based on their<br />

organizational timelines and projects.” CCF hopes that these changes will<br />

continue to inspire positive outcomes for the four counties served, just as it<br />

has for the last two decades.<br />

The incredible impact of the Fund can be attributed to the dedication of the<br />

Beaufort Fund Committee volunteers. Under the leadership of longtime<br />

Chair, Fred Washington, Jr., the Committee credits its success to the ability<br />

of a diverse group of stakeholders to come together around what they have<br />

Stewardship Officer Gloria Duryea with Board Chair Mike Branham and his wife<br />

Teresa Branham.<br />

Members of 2017 Beaufort Fund Advisory Committee - Kathie Smith, Bill Singleton,<br />

Fred Washington, Jr. and Louise Rawlings.<br />

As CCF looks to the next twenty years of the Beaufort Fund, we recognize the<br />

only way to help more nonprofits do good in Beaufort, Colleton, Hampton and<br />

Jasper counties is to better define goals, make more funding available and<br />

encourage organizations to work together more often. This forward-thinking<br />

approach addresses the evolving needs of nonprofits in the four counties and<br />

was the catalyst that brought about our recent enhancements to the grantmaking<br />

process for the Fund.<br />

This year, the maximum grant size available increased to $20,000 and two<br />

additional grant categories were created. Veronica Hemmingway, CCF Program<br />

Officer, was excited to explain that the addition of these new categories will<br />

make the application process more equitable. “Applicants will compete for<br />

Jessica Bridges (left) and Sasha Bishop (right) of Technical College of the<br />

Lowcountry, having fun at our lifesize Instagram photobooth.<br />

in common and create efficient solutions. Duryea echoed that sentiment<br />

saying, “The heart and dedication from the committee shows they really try<br />

their best to do what’s right for everyone in the community.” Washington<br />

celebrated his 20th anniversary and retirement as Chair of the Beaufort<br />

Fund Committee. His presence will be greatly missed but his passion and<br />

commitment to the community will surely continue.<br />

For more information about the Beaufort Fund visit CoastalCommunityFoundation.org<br />

or contact Veronica Hemmingway at 843.723.3635.<br />

What Gives? <strong>2018</strong> / Volume No. 1 15


Uniting People and Investing Resources<br />

2017-<strong>2018</strong> Event Highlights<br />

CCF Board Member (and former Chair) Anita Zucker<br />

chats with Charles T. “Charlie” Cole, Jr. at the CCFsponsored<br />

welcome reception for Roper St. Francis<br />

President and CEO, Lorraine Lutton.<br />

Class of 2017 Pinckney Scholar <strong>Summer</strong> Boyd<br />

snaps a photo with Pinckney Scholar Committee<br />

member Henry Louis Gates, Jr. while interning for<br />

the Honorable James E. Clyburn this summer.<br />

CEO Darrin Goss, Sr. catches up with former<br />

CCF leaders Ruth Hefron (left) and Madeleine<br />

McGee (right).<br />

40+ engaged Georgetown county leaders gather<br />

for a community conversation to discuss the most<br />

pressing issues facing our region. Thank you to<br />

partner Black River United Way for making this<br />

event possible.<br />

Young professionals celebrate at CCF’s Bridge<br />

Philanthropists launch party at South State Bank in<br />

downtown Charleston, SC.<br />

Edie Blakeslee (right) speaks on National<br />

Philanthropy Day with Fox 24 host Leyla Gulen<br />

about CCF and the Association of Fundraising<br />

Professionals Lowcountry chapter.<br />

Our CEO poses with fellow Giving Institute<br />

conference speakers and guests. (Left to right)<br />

Brenda Asare, Rachel Hutchisson, Andrea Lee-<br />

Zucker, Darrin Goss, Sr., Anita Zucker, Steve<br />

Swanson, Carolyn Hunter.<br />

Jennifer Pinckney (wife of the late Reverend<br />

Clementa C. Pinckney) speaks with students and<br />

families at CCF’s <strong>2018</strong> Reverend Pinckney Scholars<br />

Luncheon hosted at Belmond Charleston Place.<br />

Hill-Weatherford Post #157 of the American Legion<br />

creating the Hill-Weatherford Post of the American<br />

Legion Scholarship. (pictured) Darrin Goss, Sr.,<br />

Rembert Singletary, Joseph Cross.<br />

16 coastalcommunityfoundation.org


CCF team members (left to right) Gloria Duryea,<br />

Caroline Rakar and Helen Wolfe run into famous<br />

nonprofit blogger Vu Le (left) of Nonprofit AF at<br />

CFUnited Conference in Las Vegas.<br />

Donor David Stewart volunteers and reads to local<br />

students once a week with organization Animals<br />

Make Reading Fun (ARF) in Beaufort.<br />

50+ individuals listening to our Place-Based<br />

Impact Investing (PBII) Info Session in April to<br />

learn about how CCF is investing $3 million<br />

in regional projects focused on positive<br />

community outcomes.<br />

Twelve Rev. Pinckney Scholars from Class of<br />

2016 and 2017 (now rising college Sophomores<br />

and Juniors) came together on a hot, holiday<br />

weekend to give back to the community through<br />

Habitat for Humanity.<br />

30+ Reverend Pinckney Scholars participate in<br />

a day of professional development at Charleston<br />

Place. (Pictured) Scholars participating in a<br />

teambuilding session with CCF Board Member<br />

Herbert Drayton.<br />

Participants attend a Town Hall meeting led by<br />

CCF in which the Foundation reports back on<br />

what we heard from 500+ locals at community<br />

conversations over the past year.<br />

CCF Board Member Shawan Gillians (left)<br />

moderates our October Family Legacy Philanthropy<br />

Panel featuring Viktor Hammer (center) and Andrea<br />

Lee-Zucker (right).<br />

Members of the public and Foundation supporters<br />

gather for a Berkeley County Town Hall to learn about<br />

our Civic Engagement work. (Pictured) Our CEO Darrin<br />

hugging former CCF Board Member Chris Volf.<br />

Students participating in horseback riding<br />

programs led by nonprofit Charleston Area<br />

Therapeutic Riding at a recent CCF site visit.<br />

Visit coastalcommunityfoundation.org/events or follow us on social media to find the latest info on upcoming CCF events.<br />

What Gives? <strong>2018</strong> / Volume No. 1 17


Meet Your CCF Team<br />

OFFICE OF THE<br />

PRESIDENT<br />

DEVELOPMENT & STEWARDSHIP<br />

DARRIN GOSS, SR.<br />

President & CEO<br />

Along with the Board,<br />

Darrin sets and implements<br />

the strategic vision<br />

for Coastal Community<br />

Foundation. Since Feb.<br />

2016, Darrin has led the<br />

team at the Foundation.<br />

MELISSA LEVESQUE<br />

VP of Development &<br />

Stewardship<br />

As VP of Development &<br />

Stewardship Melissa oversees<br />

donor development,<br />

donor stewardship, and<br />

new fund creation and<br />

also creates engagement<br />

events for donors and<br />

professional advisors.<br />

GLORIA DURYEA<br />

Stewardship Officer<br />

Based out of our Beaufort<br />

Office, Gloria works<br />

with donors, their families,<br />

and professional<br />

advisors in the Southern<br />

Lowcountry to help them<br />

realize their philanthropic<br />

goals and also focuses on<br />

donor stewardship.<br />

TIFFANY FORTUNE<br />

Development Assistant<br />

Tiffany processes all<br />

gifts made by donors<br />

and fund establishers<br />

and also manages donor<br />

data. She keeps donor<br />

and gift information<br />

accurate and up-to-date.<br />

HELEN WOLFE<br />

Stewardship Officer<br />

With a focus on stewardship,<br />

Helen works with<br />

donors and their families<br />

to help them with philanthropic<br />

goals and leaving<br />

lasting legacies through<br />

endowments. Helen also<br />

supports the Bridge Philanthropists,<br />

CCF’s next generation<br />

of leaders.<br />

GRANTMAKING & COMMUNITY LEADERSHIP<br />

SHEFFIELD WEBB<br />

Director of Development<br />

Sheff connects donors to<br />

the Foundation through<br />

the Community Partnership<br />

Program. He also<br />

works with our corporate<br />

partners to help them<br />

achieve their charitable<br />

goals through CPP or<br />

corporate advised funds.<br />

PATTY DURHAM<br />

Executive Assistant<br />

EDIE BLAKESLEE<br />

VP of Grantmaking &<br />

Community Leadership<br />

KAELA HAMMOND<br />

Program Associate &<br />

Compliance Manager<br />

VERONICA<br />

HEMMINGWAY<br />

Program Officer<br />

CAROLINE RAKAR<br />

Program Officer<br />

AMBER WILLIAMSON<br />

Program Assistant<br />

Patty works closely with<br />

Caroline leads CCF grantmaking<br />

programs in the CCF’s grants while main-<br />

Amber processes all of<br />

the President & CEO, As VP of Grantmaking &<br />

Kaela manages the compliance<br />

processes for all of grantmaking programs in Northern Lowcountry, taining our nonprofit<br />

Leading CCF’s competitive<br />

managing his calendar, Community Leadership,<br />

interacting with the Board, Edie leads many of CCF’s<br />

CCF’s grantmaking, ensuring<br />

that grants comply including the Beaufort Giving Back to Berkeley, helps train nonprofits on<br />

the Southern Lowcountry, including Open Grants, partners’ data. Amber also<br />

managing the Foundation’s<br />

Charleston office, tives while overseeing<br />

key community initia-<br />

legally as well as follow Fund and the Winthrop and the Home Telecom how to use our online<br />

and creating a positive grantmaking. Edie is also<br />

the donors’ wishes. She Family Fund, Veronica Funds, and manages the grants portal.<br />

office environment for responsible for the Foundation’s<br />

new Civic Engage-<br />

leads several grantmaking connects nonprofit organizations<br />

and resources. including the Rev. Pinckney<br />

Foundation’s scholarships,<br />

donors, community leaders,<br />

and staff.<br />

ment Agenda.<br />

programs including The<br />

Blackbaud Fund, the Webb She is also responsible for Scholars Program.<br />

Croft Endowment, and the managing the Neighborhoods<br />

Energized to Win<br />

Realtors Housing Fund.<br />

(N.E.W.) Fund.<br />

18 coastalcommunityfoundation.org


Over the past year, we’ve grown our capacity as a staff. Meet your<br />

team below—a group of experts dedicated to helping us unite<br />

people and invest resources throughout our nine-county region.<br />

FINANCE & INVESTMENT<br />

CHRISTA DIVIS<br />

VP of Finance & Chief<br />

Financial Officer<br />

In addition to directing all<br />

finance and accounting functions<br />

of the Foundation, Christa<br />

is responsible for the stewardship<br />

of CCF’s assets. Christa oversees<br />

CCF’s investment portfolio<br />

and leads CCF’s new Place-Based<br />

Impact Investment Initiative.<br />

CHERIE BROWN<br />

Finance Manager<br />

Cherie is responsible for<br />

supporting the management<br />

of finance and accounting activities,<br />

including accounts payable<br />

and compliance processes, for<br />

the Foundation and its supporting<br />

organizations.<br />

DAVID GALVIN<br />

Human Resources &<br />

Operations Officer<br />

David develops policies and<br />

practices that enhance CCF’s<br />

positive workplace culture,<br />

whether that is through<br />

managing day-to-day operations<br />

or through his human<br />

resources management.<br />

HERMAN GOINS<br />

Controller<br />

Herman is the primary accounting<br />

and tax manager for CCF and<br />

its supporting organizations. He<br />

manages our internal and external<br />

financial reporting including<br />

financial statements, tax work,<br />

audit, and more.<br />

TESS MARTIN<br />

Finance Officer<br />

Tess leads the funds management<br />

activities of CCF through<br />

fiscal review and monitoring<br />

of fund balances, and oversees<br />

quarterly fund reports.<br />

OPERATIONS<br />

Need something<br />

from a member<br />

of our team?<br />

CONTACT US:<br />

Charleston Office<br />

843.723.3635<br />

ANGEL JOHNSON-BREBNER<br />

Executive Vice President<br />

Angel leads the day-to-day<br />

operations of the Foundation’s<br />

supporting organizations<br />

while serving as the internal<br />

champion for the collaboration<br />

with staff, Board, and the<br />

Foundation’s partners.<br />

KAREN BLACK<br />

Director of Communications<br />

Karen works with the Leadership<br />

team to raise visibility and<br />

awareness of the Foundation’s<br />

work through CCF’s communication<br />

channels. She is responsible<br />

for media relations and branding<br />

efforts to tell the story of CCF,<br />

our affiliates and partners.<br />

PRENITA MACK<br />

Executive Assistant<br />

Prenita supports the Vice Presidents<br />

by managing calendars<br />

and coordinating special projects.<br />

Prenita also works with<br />

community leaders to plan and<br />

hold Town Halls as part of our<br />

Civic Engagement work.<br />

ANGEL ROSE TINNIRELLO<br />

Marketing & Events Associate<br />

Angel Rose assists in telling the<br />

Foundation’s story through various<br />

communication channels.<br />

She also plans all donor and<br />

partner engagement events for<br />

CCF and manages the CCF art<br />

gallery and artist programs.<br />

Beaufort Office<br />

843.379.3400<br />

BUSINESS HOURS<br />

8:30 a.m. – 5:00 p.m.<br />

Monday – Thursday<br />

8:30 a.m. – 3:00 p.m.<br />

Friday<br />

What Gives? <strong>2018</strong> / Volume No. 1 19


NON-PROFIT ORG<br />

US POSTAGE<br />

PAID<br />

CHARLESTON SC<br />

PERMIT NO 180<br />

635 Rutledge Avenue, Suite 201<br />

Charleston, SC 29403<br />

843.723.3635<br />

2015 Boundary Street, 2nd Floor<br />

Beaufort, SC 29902<br />

843.379.3400<br />

CoastalCommunityFoundation.org<br />

The best way to learn about us and join us in our<br />

work is to follow CCF on social media!<br />

Since 1974…<br />

Coastal Community Foundation (CCF) helps create vibrant communities by uniting<br />

people and investing resources. Founded in 1974 to make a lasting impact through<br />

permanent, endowed funds for charitable giving, CCF embodies the core values of<br />

stewardship, integrity, inclusion with equity, and courage.<br />

CCF serves nine counties across coastal South Carolina, manages more than<br />

$250 million in assets (ranked number 75 in the nation by assets managed),<br />

and awarded more than $13 million in grants in 2017. To learn more, visit<br />

coastalcommunityfoundation.org or call (843) 723-3635.<br />

AFFILIATE FOUNDATIONS<br />

Saul Alexander Foundation<br />

Frances P. Bunnelle Foundation<br />

The Jewish Endowment Foundation<br />

Waccamaw Community Foundation<br />

BOARD <strong>2018</strong>-2019<br />

C. MICHAEL BRANHAM,<br />

ESQ., CHAIR<br />

Young Clement Rivers, LLP<br />

PAUL KOHLHEIM<br />

INCOMING CHAIR<br />

Civic Leader<br />

PAUL K. “KIP” HOOKER,<br />

JR. SECRETARY/<br />

TREASURER<br />

Dixon Hughes Goodman<br />

TODD ABEDON<br />

Chartwell Holdings<br />

J. ELIZABETH BRADHAM<br />

Civic Leader<br />

RONDA DEAN<br />

Afaxys, Inc.<br />

Meet our CCF team on pages 18 and 19<br />

HERBERT DRAYTON<br />

Vertical Holdings, LLC<br />

ANTHONY J. GHOSTON<br />

Dividend Assets Capital, LLC<br />

SHAWAN GILLIANS<br />

Santee Cooper<br />

STEVEN E. GOLDBERG<br />

Steinberg Law Firm<br />

GORDON GRANGER<br />

Civic Leader<br />

LARRY MERCADO<br />

Mercado Holdings, LLC<br />

ROBERT A. NIGRO<br />

Private Investor<br />

DAWN H. ROBINSON<br />

First Citizens Bank<br />

BILL STANFIELD<br />

Metanoia<br />

COLLEEN TROY<br />

Touchpoint Communications<br />

ANGELIA WASHINGTON<br />

Solvay<br />

ANITA ZUCKER<br />

The InterTech Group<br />

This edition of<br />

What Gives is made<br />

possible, in part, by the<br />

generous support of<br />

South State Bank.

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