More Than A Crown: The Miss South Carolina Organization When most people think of pageants, scholarship and professional development are not the first things to come to mind. However, as the contestants in the Miss South Carolina Pageant know, this competition means much more than just a prestigious title. It is also a chance for these participants to further their personal, academic, and professional goals, as well as to raise awareness about causes they care about. The Miss South Carolina Organization, founded in 1937 as part of the Miss America brand, provides scholarships at both the state and local levels to deserving, relatable young women, helping them continue their educations and achieve their dreams. Miss South Carolina 2014, Lanie Hudson, says of her experience with the organization, “One of the greatest reasons to participate is for the opportunity for young women, like myself, to continue and further their education. The Miss America Organization is the world’s largest scholarship provider for women. Because of the $25,000 scholarship I was awarded by being selected as Miss South Carolina 2014, I can now go back to school to obtain my Masters Degree. I am so thankful to be part of this organization and for the opportunity to continue my education!” The Miss South Carolina Organization also encourages civic engagement in the community, providing a platform for these women to promote the issues that are
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“One of the greatest reasons to participate is for the opportunity for young women, like myself, to continue and further their education.”
lanie hudson, miss south carolina , participating in the miss america day of service. also hosted the contestant who raised the most funds out of all Miss America contestants. To ensure the endurance of this prestigious and
— Lanie Hudson, Miss South Carolina 2014
generous program, the Miss South Carolina
important to them. The organization even
Now, the Foundation manages the investments
offers special scholarships for those who have
and provides administrative assistance so
supported a certain field, such as mental
the organization can function smoothly.
health or diabetes research. Additionally,
The partnership between the Miss South
contestants pay no entry fee to compete, but
Carolina Organization and the Community
instead raise money for the Children’s Miracle
Foundation allows the organization to continue
Network. In 2013, the Miss South Carolina
to support these many deserving young
Organization raised the most total funds of
women, all of whom are great assets to the
all the Miss America programs, as well as the
community and are committed to making a
most funds per contestant. South Carolina
positive impact on the world around them.
Organization began an endowment with Central Carolina Community Foundation.
WE ARE A NONPROFIT ORGANIZATION
PRESIDENT’S LETTER | 2
SERVING 11 COUNTIES IN THE
COURAGE EXHIBIT | 2
MIDLANDS BY DISTRIBUTING GRANTS AND SCHOLARSHIPS AND LINKING THE RESOURCES OF DONORS, NONPROFITS
NEWS BRIEF | 2 FUNDS AND FUNDHOLDERS | 3
AND COMMUNITY LEADERS TO AREAS
MIDLANDS GIVES | 4
OF NEED.
WILL UNIVERSITY | 5 EVENTS | 6
Because anybody can serve. “Everybody can be great. Because anybody can serve. You don’t have to have a college degree to serve. You don’t have to make your subject and your verb agree to serve. You don’t have to know the second theory of thermodynamics in physics to serve. You only need a heart full of grace. A soul generated by love.” — Dr. Martin Luther King, Jr.
NEWS BRIEF
Foundation’s Board Honored The Foundation’s
Letter from the President As the community’s expert in philanthropy, how do we appropriately use our reputation and our voice to affect change, build a culture of giving, and connect our community? How do we maintain our long term vision of an engaged, compassionate and prosperous community that is supported by folks that are as diverse and interesting as the place they call home? These questions drive the work we do in the Midlands of South Carolina. They are the spark behind our initiatives including 30 More Years of Giving and Midlands Gives. Now in its second year, Midlands Gives is helping to build a culture of giving, a culture that spans beyond the 11-county area our Foundation serves. Last year 3,747 individuals, ranging from 18 to 80 years old, made over 5,100 gifts to the 150 participating nonprofits. With over 300 nonprofits registered this year, we hope to engage an even wider audience, an audience that will help us increase the philanthropic pie. This edition of Talk About Giving provides some creative ways you and your family can participate in Midlands Gives on May 5th. This edition will also introduce you to Lanie Hudson, Miss South Carolina 2014. Our Foundation began working with the Miss South Carolina Organization
in the spring of 2011. During the past four years, I have met a number of amazing young women who have used their pageant success to advocate for others. Lanie is no exception. She is beautiful and articulate and is using her voice to affect change. Voices promoting change are featured in the COURAGE exhibit, making its South Carolina debut at The State Museum later this month. Our Foundation is proud to be one of the sponsors of this exhibit as it showcases the positive change that can occur when a diverse community comes together as one. Connecting our community. Building a culture of giving. Increasing the philanthropic pie. I am proud to work for an organization that is focused on these areas and proud to call our compassionate community home. Cheers! JoAnn
Board of Trustees was selected as one of the Top 10 Most Influential Boards of Directors in Columbia Regional Business Report’s Book of Lists.
Talk About Giving Receives National Press Talk About Giving, the Foundation’s multigenerational philanthropy game was listed in the 2014 New York Times Gift Giving Guide. The game is also featured in a new book, The Opposite of
COURAGE: The Vision to End Segregation, the Guts to Fight for It.
Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money written by Ron Lieber, New York Times money columnist.
Welcoming New Interns
Did you know that the “case of the century,” began
Foundation, Sisters of
in South Carolina? More than half a century ago,
Charity Foundation of
Rev. J.A. De Laine and his neighbors in Clarendon
South Carolina, and
The Foundation welcomes
County, S.C., filed a lawsuit demanding the end
Nelson Mullins Riley &
of separate, unequal schools for their children.
Scarborough LLP. The
three interns this spring:
The final result? A landmark case, Briggs v. Elliot,
Community Foundation
that led to the 1954 Brown v. Board of Education
recognizes the importance
lawsuit where the Supreme Court declared
of creating and building an engaged, compassionate
segregated public schools unconstitutional.
and connected community and values projects,
Lenee Phillips and Jamesha
such as the Courage exhibit, that promote vibrant
Shackerford. The Foundation is
social offerings and a welcoming community.
pleased to mentor and teach these
A new exhibit at The State Museum, COURAGE, The Vision to End Segregation, the Guts to Fight For It, tells the story of the Clarendon County community and how they worked together to begin the landmark court case that ended
Knowledge of our history helps a community connect and sets us free to create a better future. The exhibit will be at The State Museum
legal segregation in America’s schools.
through June 21, 2015. We encourage you to
Central Carolina Community Foundation is proud
how working together as one community can
to co-fund this exhibit with The Nord Family
take time to see the exhibit and be reminded of create lasting change for future generations.
University of South Carolina student, Suzanna Kutcher, and Columbia College students
students about philanthropy and working in the nonprofit sector. Interns assist Foundation staff with a variety of administrative tasks as well as completing their own long term project.
2 CENTRAL CAROLINA COMMUNITY FOUNDATION
At A Glance From July 1, 2014 - December 31, 2014
Total Assets: $112,116,962 Total Funds: 411 New Funds: 21 Grants Awarded: $4,288,026 Grants Since Inception: $112M+
Agency and Designated Funds Central Carolina Community Foundation thanks the following fundholders for trusting the Foundation to manage their funds and for their support and work in the Midlands community.
Agency Funds Our Agency Funds, established by nonprofit organizations, provide a source of support for nonprofits to carry out their impactful missions. Alpha Xi Chapter of Sigma Theta Tau Inc. Research Fund Alzheimer’s Disease and Related Disorders Association Inc. - South Carolina Chapter Animal Protection League Endowment Fund Calhoun County Library Building Fund Carolina Children’s Home Endowment Fund Children’s Chance Endowment Fund Columbia Urban League, Inc. Agency Fund Columbia City Ballet Endowment Fund Columbia Garden Club Foundation Endowment Fund Columbia Jewish Community Center - Weinberg Foundation Fund Congaree Land Trust Endowment Fund Congaree Land Trust - Evelyn Pringle Boyd Memorial Fund Cultural Council of Richland and Lexington Counties Endowment Fund Daybreak, Inc. Fund EdVenture Yes Every Child Endowment Fund Family Connection of South Carolina Inc. Endowment Fund Girl Scouts of S.C. - Mountains to Midlands - Myrtle Lasley Endowment Fund Chandler Burns Designated Fund Glenforest School Endowment Fund Hammond School Endowment Fund Jubilee Academy Junior League of Columbia Community Enrichment Fund Junior Achievement of Central South Carolina Inc. Endowment Fund KershawHealth Foundation Agency Fund Lexington/Richland Alcohol and Drug Abuse Council Endowment Fund Senator Isadore E. Lourie Center Endowment Fund Montessori School of Camden Endowed Fund Nancy K. Perry Children’s Shelter Foundation Fund New Morning Foundation - General Unrestricted Fund Newberry County Hospital Foundation Inc. Endowment Fund Omega Men of Columbia-Omicron Phi Endowed Scholarship Fund Orangeburg County Library Foundation Fund II
Palmetto Place Children’s Emergency Shelter Capital Campaign Fund Palmetto Place Children’s Emergency Shelter Endowment Fund Richland County Recreation Foundation Fund Saluda Shoals Nature’s Theater Fund Saluda Shoals Foundation Fund Senior Resources Inc. Endowment Fund Sexual Trauma Services of the Midlands Endowment Fund Sistercare Inc. Endowed Fund Sistercare Non-Endowed Fund Solid Ground Fund South Carolina Campaign to Prevent Teen Pregnancy South Carolina Philharmonic Endowed Fund The South Carolina Technical College System Foundation Fund Southern Interscholastic Press Association Endowment Fund Sumter County Gallery of Art Endowment Fund United Way of the Midlands Endowment Fund The Walker Foundation Endowed Fund Women in Philanthropy of the United Way of the Midlands Fund
Designated Funds Designated Funds, established to support one or several specific nonprofit organizations, provide a sustainable impact on specific community needs. Deane and Roger Ackerman Designated Fund for the Sumter County Gallery of Art Margaret G. and James F. Adams Memorial Fund Brookland Foundation Inc. Homeless Outreach Endowment Fund Clarkson Memorial Fund for Zion Episcopal Church Cemetery Daily Bread Memorial Fund Gilbert Community Park Fund Harby Milk Fund Harvest Hope Food Bank Designated Fund Heathwood Hall Episcopal School Designated Fund A Kate M. LaCoste Endowment for Carolina Children’s Home Kate M. LaCoste Endowment for Fairforest Baptist Church Kate M. LaCoste Endowment for First Baptist Church Dr. Percy A. Mack Richland One Superintendent Endowment Fund Mott Administrative Endowment Fund for CCCF
Nurturing Center Designated Fund Orangeburg County Fine Arts Center Designated Fund Dave Ransdell Memorial Fund Edward Y. and Mary Lee Roper Family Endowment for Harvest Hope Food Bank Edward Y. and Mary Lee Roper Family Endowment for The Cooperative Ministry John J. and Inez K. Ross Charitable Fund Sandhills School Emergency Fund S.C. Greenhouse Growers’ Research Endowment Fund Francis L. Shealy and Mary Joyce Shealy Designated Fund Marshall and Frances Shearouse Fund Mary Averill Stanton Administrative Endowment Fund for CCCF Mary Averill Stanton Fund for the Aiken SPCA Mary Averill Stanton Fund for the HSPCA of Richland County Swansea High School Athletic Foundation Fund Alice E. and Richard N. Vandekieft Memorial Fund John and Betty Warren Fund Milford H. Wessinger Designated Fund Sarah Nash Wilson Fund
New Funds We welcome these new fundholders to our family. These funds were established between October 1, 2014 and February 6, 2015. Beth and Russell Bauknight Fund Bertha and Addison Bostain Sr. Scholarship Walker Pearce and John Edward Buxton Fund Toby Cassels Donor Advised Fund The Harmon Scholarship Leadership Development For Young Women Fund Roy and Amanda Maybank Fund Robert E. McLawhorn Fund Anne Webster Pearce Fund Matthew J. Perry Scholarship Fund Mary Agnes Caldwell Pugh Fund for Animal Welfare Jean Pearce Rentz Fund Shine A Light Foundation James and Shelley Tobul Foundation Susan P. and Stephen K. Wiggins Family Fund
3 SPRING 2015
Go Ahead and GIVE “Don’t say that you want to give, but go ahead and give! You’ll never catch up with a mere hope.”
MAGNIFY THE MIDLANDS
— Goethe
Have you saved the date for 5.5.15? Last year, over $704,000 was raised for 150 nonprofits. Will you help us top it in 2015? Can’t wait? Here are a few tips and tricks for preparing your family for Midlands Gives 2015:
Visit www.midlandsgives.org
Help spread the word!
Save money for a donation
to view the 2015 participating nonprofits.
Ask the participating nonprofit organizations
Maybe do without your daily coffee for a
There are over 300 organizations from
you support if there are any specific ways you
month and donate the money on May 5th. Or,
all 11 counties served by the Foundation
can help them. Connect with the Foundation
encourage your children to save their allowance
in a variety of interest areas. Talk with
on Facebook, Twitter, and Instagram to share
for the month. With a minimum donation
your family about which nonprofits they
our posts with your family and friends.
of $20, everyone can be a philanthropist and
would like to support on May 5th.
Attention Fundholders: Did you know that you can give to Midlands Gives nonprofits directly from your fund? Here’s how you can get started:
make an impact during Midlands Gives.
1. 2.
Visit www.midlandsgives.org
To use your fund to participate in Midlands Gives,
to view the 2015 participating
we ask that the grand total of your donation be a
nonprofits. Make a list of who you
minimum of $250. Otherwise, simply use your
would like to give to on May 5th.
credit card on May 5th at MidlandsGives.org.
Once you select the nonprofits you would
Remember, if your fund is endowed, these donations
like to donate to, visit the online form at
are included in your yearly grants allocation.
bit.ly/MidlandsGivesFundholder by
Questions? Contact Ebony Perkins at
April 28th to submit your grant request
803.978.7816 or ebony@yourfoundation.org.
electronically.
We can’t wait to magnify the Midlands with you on May 5, 2015!
More Years of Giving The Community Foundation continues
The Foundation sponsored free admission
grow and harvest their own fruits and vegetables.
to celebrate our 30 Anniversary with
to the museum so families could enjoy the
With the help of Historic Columbia and their
the 30 More Years of Giving initiative.
fun and educational activities together.
gardens, the students celebrated their hard work
In November, the Foundation partnered
Throughout the Fall, students in the SC
with Elloree Heritage Museum to celebrate
Department of Juvenile Justice’s Blazers and Camp
the joy of spending time with loved ones.
Aspen community programs learned how to
th
students talking with mike davis, chef of terra.
with a chef-prepared dinner at Terra, featuring ingredients from their own garden. The students shared with us a little about what they learned:
“There are some great organizations that are willing to help us have a better tomorrow.” — Andres
“Gardening can be fun and rewarding because you get to see the results of your work.” — John
“I really enjoyed eating at Terra. It is great that they use local produce.”
“It’s better to plant your own vegetables because you don’t have all of the chemicals on them.” — Jhauraun
— Russell
View more photos of 30 More Years of Giving on the Foundation’s Facebook page.
4 CENTRAL CAROLINA COMMUNITY FOUNDATION
Professional Advisor Q&A: The Importance of Wills We talked with an estate planning attorney and a Certified Financial Planner™ about the importance of planning for our futures. Erin A. Cook J.D. LL.M, Estate Planning of SC, LLC
Stephanie Y. Vokral CFP® AIF®, Critical Transitions Wealth Advisors
Q: Why is having a will important? Erin: Having an estate plan is one of the best
for the son. The ½ house doesn’t fit well inside a trust. The trust has no funds to pay property taxes and insurance. So, the son has to loan the trust money in order to carry the land in addition to paying lawyer fees to address this problem.
Interactive will planning workshops teach importance of having a will
gifts you can give to your family. It provides your family some direction and makes administration of your estate easier. For example, if you have a spouse and kids and no will, when you die 1/2 of your estate goes to your spouse and 1/2 to your children and that’s not really how most families would choose to distribute their assets, especially if the children are minors.
client need to work together. On the investment side, an example might be where a client will have a revocable trust but the assets are titled in an individual’s name instead of the trust.
Stephanie: Yes, having an estate plan helps avoid
Erin: I recommend that you review an estate
to get started. Creating a will ensures
plan every 3-5 years. You may have bought and sold a house or opened a new brokerage account and haven’t considered how these assets were titled to correspond to your old will. I enjoy working with financial advisors as a team. Financial advisors usually see their clients once a year and so they catch these items.
that our loved ones are protected and
complications, not just property and assets but with family dynamics. Using Erin’s example, a widow with small children would probably have to petition the court to buy the house from the children. It’s an inconvenience and more trouble.
Q: What is the easiest way to create a will? Stephanie: I recommend that my clients see an attorney that practices primarily in the area of estate planning. Don’t go see the person that helped with a legal matter on a car accident.
Erin: Most of my litigation clients are the ones that went to Office Depot. Clients come to me and say, “I just need a simple will.” This may be true but what we need to do is meet and figure out what your situation is so we can use appropriate mechanisms to achieve your wishes.
Q: What are some common hiccups that you’ve seen? Erin: Most common is not thinking about your estate plan holistically. In addition to preparing the will and powers of attorney, you need to look at how the assets are titled to make sure that it all works together. For example, a client owns ½ of a house and the will leaves everything to a trust
Stephanie: All the advisors working with a
Stephanie: Keep your documents in a safe deposit box or fireproof safe in your house. Keep your personal representative in the loop about where to find your important passwords and documents.
Q: Are there good ways for a person to leave a charitable legacy through their estate plan? Erin: Leave a beneficiary designation on your IRA or 401K because you didn’t pay income tax on those assets, so your estate avoids a tax when they are left to charity. Leave assets that you’ve already paid taxes on to your heirs.
Stephanie: Depends on the client’s objectives. I have some clients that are single with no family. I suggest they sit down with the Community Foundation, who can set up a charitable fund to carry out their wishes. It’s a wonderful way to leave a legacy.
Critical Transitions Wealth Advisors, Will University, and Estate Planning of SC are unaffiliated entities. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial. Independent Advisor Alliance and Critical Transitions Wealth Advisors are separate entities and not affiliated with LPL Financial. This information is not intended to be a substitute for specific individualized legal advice. We suggest that you discuss your specific situation with a qualified legal advisor.
Creating a will often gets pushed to the bottom of to-do lists. Frequently, people feel they don’t have enough wealth or own enough property to require planning a future. However, there is no better time than the present
provided for after we are gone. Throughout February and March, Central Carolina Community Foundation partnered with three agency fundholders to present free interactive, will planning workshops. These workshops addressed the importance of having a will, how to prepare a will and find an attorney to help you and common mistakes to avoid when planning a will. This year’s workshops were led by (or will be led by) Erin A. Cook, J.D. LL.M with Estate Planning of SC, LLC and Stephanie Y. Vokral, AIF®, CFP® with Critical Transitions Wealth Advisors.
“Planning for the future may seem like a daunting task. Will University provides valuable information that makes it easy to begin the process of creating a will.” — Heather Sherwin, Vice President of Institutional Advancement There is one more opportunity left to
Plan For Your Legacy Today! Visit www.yourfoundation.org/willsguide to download a free Will Planning Guide and
explore a number of valuable tools including videos and an online will planner.
Questions? Contact Heather Sherwin at 803.978.7831 or heather@yourfoundation.org.
attend Will University. Join us on March 24 from 5:30 pm to 7:00 pm at Saluda Shoals Park, River Center. Register for the event at yourfoundation.org/willu. Stephanie is a guest speaker and content has been approved under tracking number: 1-358078.
5 SPRING 2015
Central Carolina Community Foundation 2711 Middleburg Drive, Suite 213 Columbia, South Carolina 29204
Upcoming Events Scholarship Application Deadline March 16, 2015 Thanks to our generous donors, the Community Foundation oversees more than 40 scholarship funds to help talented and passionate students
Courage: The Vision to End Segregation and the Guts to Fight for It Exhibit open through June 21, 2015 South Carolina State Museum Explore the story of a
attain the dream of education. Students can apply
“You will discover that you have two hands. One is for helping yourself and the other is for helping others.” — Audrey Hepburn
More 3o Years of Giving Photos
powerful grass-roots
for 2015-2016 school year scholarships online at
“people story” behind
yourfoundation.org through March 16th.
the Supreme Court’s landmark Civil Rights decision Brown v. Board of Education. The exhibit traces the saga of Rev. J.A. Delaine and the brave citizens of Clarendon County, S.C. who brought the first lawsuit challenging racial segregation in public schools. More information at www.museum.state.sc.us
Will University, partnering with Saluda Shoals Foundation
Midlands Gives
March 24, 5:30 PM - 7:30 PM Saluda Shoals Park, River Center
last year during the inaugural 24-hour local
Everyone needs a will. Come to our free
favorite nonprofit and watch as the dollars
workshop to learn more about preparing
multiply throughout the day!
a will, common mistakes in setting up a
www.midlandsgives.org
will and how to find an attorney that can help you. When you know the importance of having a will, you’ll want to share the
cub and boy scouts enjoying elloree heritage museum during family day
May 5, 2015 Over $704,000 was raised for local nonprofits online giving challenge. Can we top it this year? Mark your calendar to make a donation to your
staff from historic columbia and cccf enjoying conversation at terra with camp aspen youth
news with your friends and neighbors.
elloree heritage museum teaching children about connor cotton gin
6