WHATGIVES Summer 2018
CCF\'s Newsletter, What Gives? - Summer 2018 Edition
CCF\'s Newsletter, What Gives? - Summer 2018 Edition
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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.