CRBR Giving Guide 2023 by SC Biz News

Giving YOUR GUIDE TO COMMUNITY GIVING IN THE MIDLANDS 2023-24

MAKING A DIFFERENCE Shining a spotlight on the organizations that help Midlands residents in need

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About the cover

10 FEATURE STORIES 13 NONPROFIT SPOTLIGHTS

Volunteers from Spring Valley High School ROTC help with the Ready-Set-Supply project in the Midlands. (Photo/United Way of the Midlands)

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Giving: Your guide to community giving in the Midlands 3

QUICK FACTS

GIVING

AMERICANS GAVE IN 2022

$499.33 BILLION

BY THE

NUMBERS

$105.21 BILLION

$319.04 BILLION The total of giving by indviduals in 2022.

The total of giving by foundations in 2022, which has grown for 12 consecutive years.

CHARITABLE GIVING BY SECTOR $143.57 B

$71.98 B

$70.07 B

$56.84 B

$51.08 B

$46.86 B $33.71 B

Religion

Human Services

Education

Foundations

Health Organizations

Public-Society Benefit Organizations

International Affairs

$24.67 B

Arts, Culture and Humanities

$16.10 B Environment and Animal Organizations

Source: Giving USA

4 Giving: Your guide to community giving in the Midlands

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AWARD WINNERS

Association of Fundraising Professionals, Central S.C. Chapter

NATIONAL PHILANTHROPY DAY SHINES SPOTLIGHT ON CHARITABLE EFFORTS

National Philanthropy Day is a special day set aside to recognize and pay tribute to the impact of philanthropy in the world around us. It’s an opportunity to honor those people and groups active in the philanthropic community that have made our lives, our communities and our world a better place. National Philanthropy Day celebrates the charitable work everyone does to make a difference and create a positive impact. The Central South Carolina Chapter of the Association of Fundraising Professionals has been assisting and supporting the nonprofit community of the Midlands for more than a decade and is proud to present this year’s NPD award winners.

Way and the entire community for decades. We are grateful for their enthusiastic support of our goal to create generational change in the Midlands by breaking cycles of crisis that often echo through families for decades. The Southeastern Freight Lines employee campaign last year was led by Jessica Oswald and championed by United Way Board Member Richard Slater, SVP of Sales and Marketing at Southeastern. Southeastern also supports United Way’s efforts to increase childhood literacy through 10 volunteers who participated in the Midlands Reading Consortium this past school year and continues. They have been volunteering since 2018. This is a program designed to match tutors with K-2nd grade students for one-on-one tutoring throughout an entire school year. Also, last year they were the first volunteer group to

OUTSTANDING CORPORATION

Employees of Southeastern Freight Lines, the leading provider of regional less-thantruckload (LTL) transportation services, have completed their 2023 United Way campaign with a total of more than $201,000 a resounding 23% increase over last year. And as if that is not enough, a few weeks ago the owners of Southeastern Freight Lines, the Cassels Family, made a $2 million gift to our capital campaign – Campaign for Good. Over the past 10 years employees of Southeastern and the company itself have contributed over $1.8 million to United Way of the Midlands. Their giving began many decades before this. Southeastern Freight Lines and its employees have been an amazing partner for United

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Outstanding Corporation Southeastern Freight Lines Outstanding Rising Star Cassidy Green, Marketing and Communications Coordinator at Camp Cole Outstanding Fundraising Executive Jennifer McCormack, Executive Director of Corporate and Foundation Philanthropy Giving at the University of South Carolina Outstanding Marketing Professional in Support of Philanthropy Bill Grant, Partner and Creative Director at As Told By Outstanding Philanthropist Dr. Charlotte Lindler Ellis

Southeastern Freight Lines Nominated by GB Olsen of United Way of the Midlands

2023 CENTRAL S.C. AFP NATIONAL PHILANTHROPY DAY AWARD RECIPIENTS:

Southeastern Freight Lines help pilot our STEM expansion at Riverbank Elementary. “For many years, Southeastern has supported United Way and the work they do to make our community a better place for everyone,” said Mike Heaton, Sr. VP for Sales & Marketing at Southeastern Freight Lines. “We believe in strengthening the communities we serve by investing in programs that make a measurable difference.” Thanks to the philanthropic support of Southeastern Freight Lines and its owners The Cassels family, United Way is forging strong education foundations for literacy and STEM for children. We are able to build pathways of

Outstanding Volunteer Fundraisers Tod Augsburger, President & CEO of Lexington Medical Center, and Brittany Owen, CPA, Shareholder of Elliott Davis Winners were determined by evaluation from a panel of fundraising experts from the Association of Fundraising Professionals, Charlotte, NC, Chapter AFP, Central S.C. Chapter National Philanthropy Day 2023 When: 11:30 a.m.-1:30 p.m., Nov. 15 Where: Pastides Alumni Center at the University of South Carolina, 900 Senate St., Columbia More: Event and ticket information: aofpscc.wildapricot.org/event-5448058

Giving: Your guide to community giving in the Midlands 5

AWARD WINNERS economic opportunity for youth and help families permanently exit cycles of crisis and poverty. We are increasing options for stable, affordable housing in the Midlands through their generosity.

OUTSTANDING RISING STAR Cassidy Green, Marketing and Communications Coordinator at Camp Cole Nominated by Margaret Deans Grantz of Camp Cole Cassidy Green is an outstanding employee for Camp Cole. She has been with our team for almost three years. She started her career with us as an intern during Covid and has worked her way

to tell a very big story! Cassidy has really become talented in the marketing and communication department and I think she has a bright career ahead of her!

OUTSTANDING FUNDRAISING EXECUTIVE Jennifer McCormack, Executive Director of Corporate and Foundation Philanthropy Giving at the University of South Carolina Nominated by Christine Shelek of the University of South Carolina

I have known Jennifer McCormack for seven years and always thought she was such a great person. I have been lucky to call Jennifer my colleague and supervisor for the last eight months. I always knew I would enter the development field at USC, but which college and when were the

Cassidy Green

as our Marketing and Communications Coordinator. Cassidy has an incredible eye for marketing and creation. In her three years working with us, she has grown in so many ways and proven herself as someone who has a real eye for marketing in the nonprofit word. Her combination of passion, attention to detail, and ability to tell a story is why I am nominating her for the Outstanding Rising Star Award. Whether it is writing a newsletter, working on a campaign, or keeping our social media up to date, Cassidy is able balance the many different hats of working in the nonprofit sector. She has helped us grow our following on social media to an impressive count of over 4000 and she passionately works on every post to ensure the Camp Cole story is told in every post. Additionally, Cassidy works with the Development Director to cultivate the perfect story for an end of year appeal, has been integral in Camp Cole's annual events that have raised over $250,000 the past two years for the organization, and creates each marketing piece for events, fundraisers, and camps. Not only does she work with the development team but she also spends lots of time getting to know our campers, taking pictures, and videos to be able to tell the full Camp Cole story. She is a true team player who works with a small team

all with such kindness and made time for me. We all know time is money, and money is vital in the development world, but Jennifer gets it. She knows the importance of a positive, fun, hard-working environment and that it will lead her team to success. I am not only honored to call Jennifer my supervisor but also my friend. Jennifer is the definition of Outstanding Fundraiser Executive.

OUTSTANDING MARKETING PROFESSIONAL IN SUPPORT OF PHILANTHROPY Bill Grant, Partner and Creative Director at As Told By Nominated by Elaine Arnold of Hammond School

I'm nominating Bill Grant, Partner and Creative Director for As Told By, for this year's Outstanding Marketing Professional in Support of Philanthropy. Bill is passionate about helping nonprofits tell their story through effective marketing and video production. For roughly 17 years, Bill has led the way in helping the philanthropy efforts of organizations throughout South

Jennifer McCormack

more significant questions? In November 2022, I saw that Corporate Foundations Relations was hiring, and I knew that was my sign to make a move. In January of 2023, I was hired to work with the CFR team and was beyond excited. Jennifer and her team welcomed me with open arms, and yes, everyone on the team is fantastic, but I credit that to our exceptional leader, Jennifer. Jennifer isn't just the leader but a team player. She understands the importance of a team and that each individual is unique, meaning she deals with all our traits, wants, and needs. I have never heard Jennifer complain about her job; she is one of the hardest-working people I know. I wonder if she even sleeps. Jennifer kindly took me under her very busy wing. She showed me the development ropes, such as letting me shadow her on visits, observe meetings, explain CASE guidelines, attend university events, explain the ins and outs of the dreaded CRM, and introduce me to Ethiopian food. Yes, these are tasks that a supervisor should share with their colleague, but Jennifer did them

6 Giving: Your guide to community giving in the Midlands

Bill Grant

Carolina by highlighting the impact they have on real people of the Midlands. Bill is extremely talented in uncovering the stories that make a connection and weaving them into video content to create an emotional attachment to the mission of every organization that works with As Told By. He is always thinking outside of the box for ways to inspire action. Some of his greatest work over the years has come with the United Way of the Midlands on their yearly campaign film. The financial impact that As Told By has been able to generate for local philanthropy efforts is in the millions. They have created promotional materials in the fields of education, associations, charities, and religious organizations. Bill has led an effort to promote giving with an eye on making the Midlands a great place to live for everyone. As Told

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AWARD WINNERS By's nonprofit clients include a distinguished set of local organizations: Bright Start, Camp Cole, Camp Kemo, Camp Rise Above, Pathways to Healing, Central Carolina Community Foundation, YMCA, Community Options, Conservation Voters of South Carolina, Erksine Charters, Experience Columbia, Live Like London, Protection & Advocacy for People with Disabilities, SC Center for Fathers and Families, Salvation Army, South Carolina Humanities, South Carolina State Museum, United Way, Women's Right and Empowerment Network, plus numerous associations and schools throughout the Midlands.

OUTSTANDING PHILANTHROPIST Dr. Charlotte Lindler Ellis Nominated by Michelle Hardy of Central Carolina Community Foundation

Dr. Charlotte Lindler Ellis is one of the most humble, thoughtful, and caring individuals in South Carolina. She is a retired pediatrician who cared for countless children throughout the Midlands and who mentored fellOw doctors though the Columbia Medial Society. She is an active member and volunteer at Shandon Methodist Church and can be found diligently answering the phones every Thursday at 11:00 am. She retired from Pediatrics Associates in Columbia to care for

support critical research to better our society. In 2023 -- after thoughtful consideration -- she established a scholarship endowment to benefit the Medical University of South Carolina that created multiple, renewable scholarships and a cohort to promote collaboration amongst the recipients. Then, she made a contribution in support of the educational needs of the University of South Carolina Women's Basketball program. This merged her interests of supporting the inspirational work of Coach Dawn Staley, the immediate educational needs of the women players, and the long-term success of the program. [Her commitment level to the Lady Gamecocks consists of attending every home game for decades with faithful friends and then rewatching and analyzing the recorded games at home.] This summer, Charlotte established an endowment to create faculty fellowships in the areas of biology and chemistry in the College of Arts and Sciences at the University of South Carolina and honored her family (fellow Gamecocks) through the naming of the Lindler Faculty Fellowships. The first fellowship has been awarded for this fall! She continues to support numerous organizations that are meaningful to her and her late husband, including Ed's alma mater, Spartanburg Methodist College. Dr. Charlotte Lindler Ellis's lifetime of service through pediatrics coupled with her generosity, selflessness, and humility make her an exceptional candidate for the 2023 Outstanding Philanthropist Award.

OUTSTANDING VOLUNTEER FUNDRAISERS

Dr. Charlotte Lindler Ellis

her beloved husband, the Rev. Dr. Edgar H. Ellis, who passed away in 2020. As a lifelong Gamecocks fan and a loyal alumna of both the University of South Carolina and the Medical University of South Carolina, she contributed annually for decades to both institutions (as well as to many others!). Over the past several years, she began exploring and evaluating ways to amplify her philanthropic impact and honor her family through principal gifts that lift up students and faculty in higher education and

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Tod Augsburger, President & CEO of Lexington Medical Center, and Brittany Owen, CPA, Shareholder of Elliott Davis Nominated by GB Olsen of United Way of the Midlands

Our nominees, Tod Augsburger and Brittany Owen, were the co-chairs for the 2021 & 2022 United Way Campaigns. They deserve recognition for leading our United Way campaign during COVID a monumental feat in itself. Their volunteer organization supported campaigns in 6 counties calling on over 300 companies and organizations both years and generating almost $15 million for the 2-year period to support United Way’s vision to break the cycles of

Tod Augsburger

Brittany Owen crisis that can echo through families for decades. The $15 million they raised as volunteer leaders focused on preventing homelessness, addressing childhood trauma, enhancing education, and providing healthcare in our 6-county footprint. Both serve on the United Way Board. Over the 2-year period as co-chairs, they contributed over 240 hours recruiting volunteers, conducting monthly status meetings, making company calls, attending board meetings, and attending special events. Based on accepted standard, the value of their volunteer time is $7,632. In addition to the contribution of their time, Tod and Brittany give of their treasure as well. Brittany is a Tocqueville Society donor giving $10,000 annually and Tod is a Gold Palmetto Society donor, giving $5,000 annually. Their giving to United Way spans both of their entire working lives. That loyalty to an organization is rare. Together it equals over 50 years of giving. During the 2021 and 2022 campaigns, our nominees, and their cabinet of 20 made visits on over 300 companies. They in turn led the way in recruiting over 500 internal volunteers to work on their company’s drives. In the process over 20,000 donors were engaged each year. Augsburger is the CEO of Lexington Medical Center and while his staff battled COVID on the frontlines, he led his organization to increase their employee’s total giving to United Way from $112,000 to $133,000 – a 19% increase. Brittany, Principal at Elliott Davis, similarly led her company to grow their support to United Way from $49,865 to $68,732, a 38% increase.

Giving: Your guide to community giving in the Midlands 7

VIEWPOINT

OUR VISION FOR A THRIVING MIDLANDS COMMUNITY

ur goal at United Way is to help make the Midlands a thriving community. We recently received the largest individual gift in our organization’s history and likely the largest unrestricted gift our community had ever seen when MacKenzie Scott gave us $10 million. And that gift is only the beginning. We are building off this generosity to guarantee change for good. One area we’ve focused our efforts is affordable housing. The Midlands has an affordable housing crisis, and its symptoms have far-reaching effects. When we delve into the financial strains faced by South Carolina families, it's evident that we need a significant boost in workforce housing. Since 2020, the average rent for a one-bedroom apartment in South Car-

olina has increased by 29 percent. Whether you're talking about individuals or families, a staggering number of households earning less than $35,000 a year are grappling with the significantly increased burden of housing costs. Even middle-income families are feeling the pinch. The struggle is particularly pronounced for single parents with children. Take, for instance, the fact that 43.3 percent of single-parent households with three children, earning between $45,000 and $75,000 annually, are considered housing-cost burdened, meaning they pay more than 30 percent of their income on housing expenses. These aren't just statistics; these are hardworking individuals, many of whom are teachers, first responders, and healthcare workers.

8 Giving: Your guide to community giving in the Midlands

Sara Fawcett If we want a thriving workforce, we must provide quality housing and use creative new approaches. To date, United Way of the Midlands has invested $3 million in affordable housing initiatives leveraging more than $68 million in total project costs. This represents over 375 housing units – a tremendous result and an encouraging start towards a goal of 1,000. But United Way of the Midlands can’t solve the affordable housing crisis alone. To start the process, we must work together to invest in our community’s capacity to create affordable housing that is new and innovative, targeted to the people most in need, including workforce housing for young adults and families and single-room housing for low-income, single adults.

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Columbia baker helps stock Ukrainian kitchens MOLLY HULSEY ERIN NOBLES closed the door on Silver Spoon Bake Shop’s day-to-day retail sales as ingredient costs rose and employees became scarce. She still crafts cookies, cupcakes, croissants and other baked delicacies for online orders for the Columbia shop, but inflation and the labor shortage haven’t been the only current affairs to affect her operations. As the Russian military began to tear through Ukraine in February, sparking what American think tank the Atlantic Council calls the biggest refugee crisis since World War II, thousands of Americans watched in horror from their living rooms. Since then, concerned observers have hung yellow-andblue flags in solidarity, boycotted Russian vodka and sent aid abroad. Others have supported local establishments trying to make a difference. Customers at Nobles’ Devine Street bakery have bought specially designed petit fours, raising $2,210 to sponsor meals for Ukrainian refugees. Nobles and her one employee were so busy rushing around the kitchen to fulfill 100 orders of petit fours the day SC Biz News reached out to her, so she only had a moment to catch her breath and respond via email. “Our petit fours — we call them party fours — are one of our top selling items, and since I was able to incorporate the Ukrainian national flower, a sunflower, and hearts that are half yellow, half blue, I knew it would appeal to many people who wanted to help in some way,” she told SC Biz News. The French Culinary Institute-trained baker modeled the drive after a fundraiser she had launched for a regular customer who had lost her home to flooding. Following the first days of the invasion, she contacted World Central Kitchen, an emergency food relief nonprofit founded by José Andrés, the dean at the New York Citybased institute she attended. She then donated 100% of the proceeds from the special party fours, offered in two special online events, toward the organization. “I do not know him personally, but he was a dean at my cu-

Columbia bakery Silver Spoon Bake Shop offered special petit fours to benefit Ukraine. (Photo/Provided)

linary school in New York City and I went to a demonstration he put on,” she said. “He is a great chef with a big heart.” Since the launch of World Central Kitchen’s Chefs for Ukraine mission, the nonprofit has served 16.4 million meals to Ukrainians across eight countries and in more than 100 cities and towns in Ukraine, according to data from the organization as of April 30. Donations from Silver Spoon and other fundraisers helped World Central Kitchen to transport 8 million pounds of food to hundreds of refugee assistance centers and shelters, as well as the kitchens of 440 restaurants, food trucks and caterers. As Russia advanced on Kharkiv, Ukraine’s second largest city, on April 16, a missile wounded four World Central Kitchen staff members and destroyed the city’s Yaposhka kitchen. “This is the reality here,” Nate Mook, a World Central Kitchen employee said in a statement after the attack. “Cooking is a heroic act of bravery.” The Yaposhka kitchen team — several of the thousands of chefs, bakers and cooks on the ground in Ukraine with World Central Kitchen — was up and running again in a new location within two days, according to the organization. At home in South Carolina, Nobles shared how crafting the petit fours was a bittersweet and meditative experience. “I really had a more somber experience making these, because the whole time I was decorating them, all I could think of was how incredibly awful it would have to be to leave your home and family behind,” she said. “It made me extra thankful that I live in the U.S. and have never had to experience anything like this.”

CHERISE ARRENDALE City of birth: Orizaba, Veracruz, Mexico Education: BA in Communications and Journalism My job: Executive Director of Hispanic Alliance of SC The best thing about my job: It feel like an extension of things I am most passionate about — service, collaboration, leadership development, and community building. Community involvement: Active member of the Aspen Global Leadership Network, and serves on the boards of the Greenville Chamber of Commerce, Legacy Charter Early College, Ten at the Top, the United Way Community Impact Cabinet, and the MedEx Advisory Board. Something I wish I’d known earlier in my career: I wish I would have had formal mentors earlier in my career. A woman who has had a major influence on my life: My mother. Favorite quote: “It is not the critic who counts ... The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” — Theodore Roosevelt

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FEATURE STORY

The United Way of the Midlands Young Men United program offers support and guidance to help students overcome barriers to success. (Photos/United Way)

UNITED WAY’S YMU PROGRAM HELPS STUDENTS REACH THEIR FULL POTENTIAL

n the heart of the Midlands, a remarkable initiative is making waves, transforming the lives of young men of color in high school. Launched in the spring of 2023, the United Way of the Midlands’ Young Men United (YMU) program, in collaboration with Founding Partner Colonial Life, has already made a significant impact on the lives of 17 ambitious students from Eau Claire High School and Richland Northeast High School. YMU is a powerful catalyst, breaking down barriers and offering comprehensive support, enabling these young men to chase their dreams. “I’m in the program to help me achieve my academic goals,” said Nicholas Allen, a YMU student. “It has helped me better myself for the future and to get on the right path for me to be successful in the near future.” Breaking Down Barriers YMU is an evidence-informed initiative crafted to empower young men of color, helping them unlock their full academic and career potential. Specifically designed for college-capable high school students in their sophomore and

Taurus (right), a YMU participant with a staff member of Fisher Phillips law firm.

junior years, the program guides them from high school graduation to their chosen post-secondary pathway and into the workforce. YMU is dedicated to addressing disparities in education attainment, income, and wealth, providing a pathway to success. The program recognizes the unique challenges that young men of color often face in their educational and professional journeys. By offering wrap-around support, YMU aims to ensure that these stu-

10 Giving: Your guide to community giving in the Midlands

dents can overcome the barriers that may have hindered their progress in the past. Mentorship plays a pivotal role in YMU's success. Each student is matched with a mentor, offering invaluable guidance and support throughout their YMU journey. These mentors can be individuals from various backgrounds, including men, women, and those who do not identify as Black. What's crucial is their commitment to the mentee's success. “I believe strongly in giving back,” said www.columbiabusinessreport.com

FEATURE STORY

Mentors are a key part of the Young Men United program. Mentors broaden mentees' knowledge of career paths and college majors and actively engage to help the student succeed inside and outside the classroom.

Dre Dantzler, YMU mentor. “I would not be where I am today if someone hadn’t taken the time to share life lessons with me and, more importantly, listen to what I was experiencing.” Mentors must possess expertise in the mentee's career and college interests or a willingness to learn about them. They are dedicated to broadening the mentee's knowledge of career paths and college majors and actively engage to help the student succeed both inside and outside the classroom. Real-World Experience This past summer, YMU students had a unique opportunity to step into the world of work through paid internships offered by six employers. Among them were the United Way of the Midlands, Salvation Army, Columbia Museum of Art, Fisher Phillips LLC, Koinonia of Columbia, and Universal Leadership & STEAM. These internships not only introduced students to the world of work but also enriched their experience. Additionally, the students engaged in professional development opportunities, including visits to institutions like Benewww.columbiabusinessreport.com

dict College and South Carolina State University. Workshops on leadership, financial literacy, professionalism, and soft skill development equipped them with the tools needed for a successful future. Expanding Our Impact In less than a year since its launch, YMU has expanded to serve students at Columbia High School and Irmo High School. This expansion has significantly increased its reach, ensuring that more young men can access the opportunities and resources they need to succeed. YMU is more than just a resource for the students – it's a beacon of hope, a pathway to success, and a promise of equity for the entire family. Wrap-around support provided to the students and their families is helping United Way create change that will span across generations. "Young Men United has been a blessing to our family,” said Kaela Hampton, parent of a YMU student. “From monetary assistance to assist with bills due to unforeseen circumstances to educating our son regarding work ethics and professionalism, this program has taken young men from the community with the intent to assist, build, and educate them.

The organization puts the idea back in motion that it takes a village.” The Young Men United program is a testament to the power of community-driven initiatives. By providing mentorship, financial support, and a myriad of educational and professional development opportunities, YMU is leveling the playing field for young men of color in the Midlands. “To not only take a child, but the whole family is a wonderful approach to the success of not just the program but the family and community,” Hampton said. As it continues to expand its reach and make a profound impact on the lives of these students, we can all join in and support their extraordinary journey of empowerment and achievement. By offering these young men valuable experiences and opportunities for growth, we contribute not only to their success but also to the betterment of our communities. The YMU program is more than just a catalyst for individual achievement; it is a testament to the transformative power of community-driven initiatives. Young Men United is actively recruiting mentors to participate in the program. Visit uway.org/ymu to sign up or learn more about the program.

Giving: Your guide to community giving in the Midlands 11

FEATURE STORY

UNITED WAY OF THE MIDLANDS NAMES JIM LEHMAN AS THE 2024 HUMANITARIAN OF THE YEAR

nited Way of the Midlands will honor Jim Lehman as the 2024 Humanitarian of the Year award recipient on February 22, 2024, at the Pastides Alumni Center. The Humanitarian of the Year Award is given each year to individuals who clearly demonstrate extraordinary leadership in philanthropic and human services. It is the highest single honor of philanthropic achievement in the Midlands. “Jim’s unwavering commitment to philanthropy and his exceptional leadership have made an indelible mark on our community,” said Sara Fawcett, President & CEO of United Way of the Midlands. “Jim exemplifies the spirit of service and dedication that United Way of the Midlands stands for.” Lehman's relationship with United Way has been steadfast for over two decades. In 2008, he was named the Volunteer of the Year. He served on the United Way of the Midlands Board from 2006 to 2014 and held the position of Chairman of the Board from 2010-2011. Additionally, he played a role in guiding United Way's community impact work as a member of the Community Impact Council. Lehman is also a member of United Way's Tocqueville Society and an advocate for United Way giving and support at Nelson Mullins.

As the managing partner of Nelson Mullins since 2012, he wields incredible influence over the firm's community initiatives and direction. Professionally, he specializes in areas such as business and securities litigation, white-collar investigations, and professional liability. “It’s an honor to be recognized as United Way’s Humanitarian of the Year,” said Lehman. “It's a privilege to be a part of this group of humanitarians, and I'm inspired to continue serving and giving back to a community that has given me so much.” Lehman has contributed his expertise to organizations such as the Columbia Urban League, Midlands Housing Alliance (where he served as chairman), Governor's School for Science and Mathematics Foundation (also a former chairman), Claflin University (as chairman), Greater Columbia Chamber of Commerce, City Center Partnership, City Center Partnership, South Carolina Philharmonic (past president), Central Carolina Community Foundation, and many more. In 2019, Lehman was honored with the Columbia Urban League's Social Justice Award, recognizing his excellence in leadership as chairman of the board of Claflin University, a Historically Black College & University (HBCU). His ef-

12 Giving: Your guide to community giving in the Midlands

Jim Lehman

forts have advanced academic excellence and created access to career opportunities for Claflin University students. Lehman has served on Claflin's Board of Trustees since 2011 and was elected chair in 2018. Under his leadership, Claflin has gained recognition as a leading HBCU, earning a place among the top 10 HBCUs in America, as ranked by U.S. News & World Report. Lehman's commitment to philanthropy is further exemplified through his work with the Midlands Business Leadership Group (MBLG) in evaluating the need and options for creating a new homelessness service center, which eventually became Transitions. In 2015, he was awarded the Cathy Novinger Award as Philanthropist and Leader of the Year in recognition of his exceptional leadership. United Way of the Midlands is proud to recognize Jim Lehman as the 2024 Humanitarian of the Year, celebrating his unwavering commitment to philanthropy, community service, and making a lasting difference in the lives of those in the Midlands. Please join us on February 22, 2024, at the University of South Carolina’s Pastides Alumni Center, as we honor Jim Lehman and celebrate his remarkable contributions to our community.

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NONPROFIT SPOTLIGHT

NONPROFIT SPOTLIGHTS The following nonprofits are featured in this section:

Harvest Hope ...................................................................... 15

United Way of the Midlands ................................................ 21

Central Carolina Community Foundation ............................ 17

Midlands Fatherhood Coalition ........................................... 23

Communities in Schools ..................................................... 19

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Giving: Your guide to community giving in the Midlands 13

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NONPROFIT SPOTLIGHT

MISSION STATEMENT: To transform the lives in the communities we serve by feeding the hungry, addressing food insecurity and building a healthy and hopeful hunger-free tomorrow.

QUICK FACTS: NAME OF YOUR ORGANIZATION: Harvest Hope Food Bank YEAR ESTABLISHED LOCALLY: 1981 TOP LOCAL EXECUTIVE: Erinn Rowe, Chief Executive Officer Jada Willis, Board Chair CONTACT INFORMATION: Address: PO Box 451, Columbia, SC 29202 Phone: 803-254-4432 Fax: 803-254-6011 Website: harvesthope.org CORPORATE GIVING CONTACT: Aaron Bishop, Corporate Relations Manager Address: PO Box 451, Columbia, SC 29202 Phone: 803-240-2940 E-mail: abishop@harvesthope.org AVERAGE NUMBER OF VOLUNTEERS IN 2023: Just over 10,000 volunteers helped pack and distribute food through Harvest Hope’s three branches. Combined, their work totaled more than 59,000 hours to help meet the needs in their communities. TOTAL OPERATING BUDGET (2023-2024): $48.3 million PERCENT OF REVENUE DEDICATED TO PROGRAM SERVICES: 86% GEOGRAPHIC AREA OR SPECIFIC POPULATION SERVED: Twenty counties in the Upstate, Midlands and Pee Dee.

www.columbiabusinessreport.com

A CLOSER LOOK: GREATEST NEED One in 10 South Carolinians must choose between food and other basic needs, like medical costs and utilities. Harvest Hope strives to help children, seniors, veterans and all our neighbors experiencing food insecurity through a variety of programs specific to their needs. All our programs are funded through the generosity of our donors; and our day-to-day efforts are led by a passionate, dedicated volunteer force. Give back or volunteer with us today at harvesthope.org/get-involved. 2023 TOP ACHIEVEMENTS Harvest Hope distributes an average of 20 million pounds of food across our service area. Last year, we gave out 482,976 backpack meal bags, feeding over 15,093 children. We also distributed 52,356 senior boxes a year (4,363 seniors a month) to fill gaps for those on limited incomes. We are looking to increase senior boxes by 1,200 a month starting in 2024. 2024 GOALS Harvest Hope will continue to identify the root causes that affect hunger in our state. Our goal is to increase accessibility, dignity and transform lives for all South Carolinians experiencing food insecurity. Harvest Hope will continue to serve our most vulnerable populations across the state by increasing access to those rural populations that are underserved by working with our 450-plus agency partners.

CORPORATE GIVING OPPORTUNITIES: ANNUAL –An annual gift ensures our hungry neighbors of all ages have access to vital nourishment in their time of need. Visit https://www.harvesthope.org/ways-to-give to learn more. CAPITAL -A capital gift will support facility updates and equipment to keep food properly stored and moving throughout Harvest Hope’s three facilities. It will also help us as we continue to work towards increasing accessibility for our food insecure neighbors. PLANNED –An estate gift to Harvest Hope leaves a lasting legacy for generations to come. The generosity of our Legacy Circle donors helps us feed food-insecure South Carolinians for many years. FOOD DRIVES –Hosting a food drive, either virtual or traditional, is an engaging way for any individual, family or organization to make an immediate impact in our community. Email fooddrives@harvesthope.org for more information. VOLUNTEERING –Volunteers allow Harvest Hope to invest over $1 million back into food sourcing and distribution each year. Individuals or groups can assist in sorting, packing food boxes, serving Emergency Food Pantry clients and more. It is a rewarding and fun experience! Visit https:// www.harvesthope.org/get-involved/ volunteer to learn more.

Giving: Your guide to community giving in the Midlands 15

Listening. It’s where all progress begins. With our administrative help via a donor-advised fund, the Hootie & The Blowfish Foundation has awarded more than $4 million in grants to local organizations focused on causes like art education and food insecurity.

Committed people putting their ears in the right places to learn what our region needs most. Then comes the leveraging of data, networks and alliances for maximum philanthropic impact. This is Central Carolina Community Foundation. This is investing for impact.

NONPROFIT SPOTLIGHT

MISSION STATEMENT: We promote, facilitate and increase philanthropy to create a sustainable impact within our community through responsible giving.

QUICK FACTS: NAME OF YOUR ORGANIZATION: Central Carolina Community Foundation MISSION STATEMENT: We promote, facilitate and increase philanthropy to create a sustainable impact within our community through responsible giving. YEAR ESTABLISHED LOCALLY: 1984 TOP LOCAL EXECUTIVE: JoAnn Turnquist, President and CEO CONTACT INFORMATION: Address: 2142 Boyce Street, Suite 402, Columbia, SC 29201 Phone: (803) 254-5601 Fax: (803) 799-6663 Website: www.yourfoundation.org CORPORATE GIVING CONTACTS: Michelle Hardy, Vice President of Advancement Address: 2142 Boyce Street, Suite 402, Columbia, SC 29201 Phone: (803) 978-7831 E-mail: Michelle@yourfoundation.org AVERAGE NUMBER OF VOLUNTEERS IN 2022: African American Philanthropy Committee members – 9 Central Carolina Community Foundation Board of Trustees – 26 Greater Chapin Community Foundation Board of Trustees – 7 Sumter Community Foundation Board of Trustees and Ad Hoc Advisors – 10 TOTAL OPERATING BUDGET (2022-2023): $2,370,531. Total percentage of revenue dedicated to grants during FY23: 69% GEOGRAPHIC AREA OR SPECIFIC POPULATION SERVED: The Community Foundation serves donors and organizations in 11 counties in the Midlands.

www.columbiabusinessreport.com

A CLOSER LOOK: GREATEST NEED: To become the essential philanthropic collaborator in the community by mobilizing action and creating a new reality of collaborative philanthropy. 2023 TOP ACHIEVEMENTS: • Raised $4,442,862 through 21,403 individual gifts during the Midlands Gives Day giving initiative. • Awarded $620,000 in scholarships to 195 students. • Distributed 2,995 grants to Midlands’ nonprofits from July 2022 – June 2023. 2024 GOALS: • Continue to explore ways to promote, facilitate, and increase philanthropy to create a sustainable impact within our community. • Evaluate and create policies and procedures that support the growth and long-term sustainability of the Foundation. • Expand and develop relationships within the communities we serve.

CORPORATE GIVING OPPORTUNITIES: The In Good Company Network offers companies strategic philanthropic services, brand visibility, a network of partners across the region, and opportunities to impact a diverse range of nonprofits in the Midlands. A portion of your investment goes back into the community to nonprofit organizations through the Foundation’s signature strategic initiatives. For more information or to join the In Good Company Network, contact JoAnn Turnquist at joann@yourfoundation.org or by phone at (803) 978-7823.

FUNDRAISING EVENTS: Central Carolina Community Foundation’s Midlands Gives is a year-round initiative that includes: • Giving Tuesday (Tuesday, November 28, 2023) • Midlands Gives Day (Tuesday, May 7, 2024) • Black Philanthropy Month (August 2024) • Give 8/28 (Wednesday, August 28, 2024) Donors can support 570+ Midlands’ nonprofits at midlandsgives.org.

Giving: Your guide to community giving in the Midlands 17

NONPROFIT SPOTLIGHT

MISSION STATEMENT: To engage and serve people of all ages and backgrounds while promoting advancements in health, education, economic empowerment and improving the lives of residents in Lexington and Richland counties and neighboring communities throughout the Midlands of South Carolina.

QUICK FACTS: NAME OF YOUR ORGANIZATION: Communities In Schools of South Carolina Mission statement: Surrounding students with a community of support, empowering them to stay in school and achieve in life. YEAR ESTABLISHED LOCALLY: 1987 TOP LOCAL EXECUTIVE: Jamie Cooper, President & CEO CONTACT INFORMATION: jcooper@cisofsc. org Address: 1691 Turnbull Ave, Suite 200 North Charleston, SC 29405 Phone: (877) 920-3633 Website: cisofsc.org CORPORATE GIVING CONTACTS: Name, title: Melissa Getz, Director of Development & Government Affairs Address: 500 Gracern Road, Columbia, SC 29210 Phone: (803) 509-0808 E-mail: mgetz@cisofsc.org AVERAGE NUMBER OF VOLUNTEERS IN 2022: 368 TOTAL OPERATING BUDGET (2022-2023): $5,447,975.46 PERCENT OF REVENUE DEDICATED TO PROGRAM SERVICES: 83% GEOGRAPHIC AREA OR SPECIFIC POPULATION SERVED: The program is in 41 schools across South Carolina GREATEST NEED: Communities In Schools of South Carolina (CISSC) has the following three greatest areas of need:

www.columbiabusinessreport.com

A CLOSER LOOK: 1. Funding to expand into additional Title I schools in the Midlands 2. Mentors and tutors to support case managed students 3. Partnering Individuals and businesses to help support students with basic needs like school supplies and clothes, as well as holiday food and gift drives 2023 TOP ACHIEVEMENTS: In the 2022-23 school year, we reached more than 24,500 students and continued to address inequities head-on – improving our partner schools’ capacities to meet the diverse needs of all students. 99% of case managed seniors graduated, and 96% of K-11 students enrolled in the CISSC program were promoted to the next grade level. Our team spent 31,927 hours delivering one-on-one support and small group programming to case managed students, as well as 4,698 hours delivering school-wide services. Over the course of the school year, our team provided nearly 24,000 Basic Needs Supports, and engaged more than 14,500 caregivers. 2024 GOALS: Following the 2021 statewide merger, CISSC is committed to fulfilling its vision to strengthen, deepen, and grow the program throughout South Carolina. We measure success by the results we achieve for students. Our goal is to increase attendance, improve mental health, and support academic achievement so that every student can thrive. In 2024, we’re aiming to: • Expand the CIS program to new rural areas • Launch an alumni engagement program that provides additional college and career support after high school

• Continue building our network of partners to ensure the program’s success for years to come FUNDRAISING EVENTS: (Include the names, dates, locations and other pertinent information for your upcoming major fundraising events for 2023-2024.) ILLUMINATE COMMUNITIES IN SCHOOLS OF SOUTH CAROLINA – Join us on Sunday, November 12th, 2023 from 6-7 PM at the State House steps in Columbia for an evening of student performances and inspirational programming. Our luminary display is dedicated to the 25,500 students we serve across the state, and each luminary sponsored helps us light the way to equitable education. If you would like to be a regional partner, purchase luminaries on behalf of your organization, or learn more, visit cisofsc.org or contact Melissa Gets at mgetz@cisofsc.org. CORPORATE GIVING OPPORTUNITIES: CISSC has a variety of ways for individuals, corporations, foundations, civic groups, and churches to engage in our funding efforts. These opportunities include, but are not limited to: • Corporate Program Partnerships ranging from $1,000 to $100,000 • Illuminate luminary sales and event sponsorships • Midlands Gives every May • Individual contributions – one-time, monthly, or stock donations • Planned Giving To make a tax-deductible gift, please contact Melissa Getz, Regional Director of Development & Government Affairs at mgetz@cisofsc.org.

Giving: Your guide to community giving in the Midlands 19

2024 HUMANITARIAN OF THE YEAR | Jim Lehman, Nelson Mullins Managing Partner The Humanitarian of the Year Award is given each year to an individual who clearly demonstrates extraordinary leadership in philanthropic and human services. It is the highest single honor of philanthropic achievement in the Midlands. “Jim’s unwavering commitment to philanthropy and his exceptional leadership have made an indelible mark on our community,” said Sara Fawcett, President & CEO of United Way of the Midlands. “Jim exemplifies the spirit of service and dedication that the Humanitarian of the Year award stands for.” United Way of the Midlands will honor Jim Lehman as the 2024 Humanitarian of the Year award recipient on February 22, 2024 at the University of South Carolina’s Pastides Alumni Center.

2023 ALYCE KEMP DEWITT AWARD RECIPIENT | Bryant Davis United Way of the Midlands is proud to honor Bryant Davis as this year’s Alyce Kemp DeWitt recipient. The Alyce Kemp Dewitt Award is United Way’s most prestigious award for long-term service to the organization and the community. “Bryant Davis is a tireless volunteer with United Way of the Midlands and across the community” said Fawcett. “In many ways, Bryant is able to impact the community. As a husband and a father, creating community change has a personal meaning for Bryant that he lives out every day.”

2023 LIVE UNITED VOLUNTEER AWARD WINNERS Park to Give and Glenda Bunce The United Way of the Midlands LIVE UNITED Award recipient is a volunteer that has dedicated him or herself to service throughout the year and helped promote the spirit of volunteering with United Way. Winners are chosen by a selection committee of United Way volunteers. United Way is fortunate to have so many dedicated volunteers, and we would like to congratulate and recognize our 2023 Live United Award Winners Glenda Bunce, longtime United Way Midlands Reading Consortium volunteer, and Park to Give, a volunteer-led initiative that raises funds for United Way of the Glenda Bunce (right) presented with the 2023 Live United Award by Midlands by encouraging local business to donate unused parking spaces. United Way’s Becky Morrison.

NONPROFIT SPOTLIGHT

MISSION STATEMENT: We unite people and resources to improve the quality of life in the Midlands.

QUICK FACTS: NAME OF YOUR ORGANIZATION: United Way of the Midlands YEAR ESTABLISHED LOCALLY: 1925 TOP LOCAL EXECUTIVE: Sara Fawcett, President and CEO CONTACT INFORMATION: 1818 Blanding Street, Columbia, SC 29201 803-733-5400 Website: uway.org CORPORATE GIVING CONTACT: GB Olsen, Vice President, Resource Development 1818 Blanding Street, Columbia, SC 29201 803-758-6992 E-mail: golsen@uway.org AVERAGE NUMBER OF VOLUNTEERS IN 2023: United Way of the Midlands directly recruited 3,771 volunteers last year, who gave 50,000 hours of service. In addition, United Way’s Volunteer Center (uway.org/volunteer) referred 18,719 volunteers to United Way partners. TOTAL OPERATING BUDGET (2022-2023): $11,387,356 PERCENT OF REVENUE DEDICATED TO PROGRAM SERVICES: On average, 82 cents of every dollar raised goes to program services. GEOGRAPHIC AREA OR SPECIFIC POPULATION SERVED: At United Way of the Midlands, our goal is to create generational change in Calhoun, Fairfield, Lexington, Newberry, Orangeburg and Richland counties by meeting immediate needs, breaking cycles of crisis, and empowering people to build their own paths to success. GREATEST NEED: Donations and volunteerism are the two most important ways you can help. You can search and sign up for opportunities at www.uway.org/volunteer. For example, we need volunteers to read to kindergarten through second grade students through our Midlands Reading Consortium at www.uway.org/mrc.

www.columbiabusinessreport.com

A CLOSER LOOK: 2023 TOP ACHIEVEMENTS: Last year, United Way of the Midlands served 46,494 people across the Midlands through grant-making and direct services. INVESTING IN AFFORDABLE HOUSING: Through our gift from Mackenzie Scott, United Way of the Midlands has invested $3 million in affordable housing initiatives, leveraging more than $68 million in total project costs. This represents nearly 350 new affordable housing units in the Midlands. CREATING GENERATIONAL CHANGE: 322 families were assisted in 2022, serving a total of 711 children (over 1,000 people in total) through Two-Generation programs that assist families who are at risk of homelessness and in need of support by providing access to basic human needs and youth programs. EMERGENCY SHELTERING: 2,039 individuals were provided emergency shelter through UWM-supported programs. REDUCING HOMELESSNESS: 283 individuals were placed into permanent or transitional housing through UWM-supported programs. IMPROVING HEALTH: Over 3,300 individuals received important medical care through UWM direct services and UWM-supported programs. Also, 1,193 new patients received important dental and eye care at WellPartners. SUPPORTING SENIORS: 2,318 seniors (over the age of 65) received services from UWMsupported programs. ACCESSING RESOURCES: 2-1-1, the United Way information and referral line, fielded 8,235 calls from Midlands’ citizens and made 20,417 referrals for service. PREPARING YOUNG CHILDREN FOR ACADEMIC SUCCESS: 244 children participated in high-quality early education or kindergarten readiness programs supported by UWM. IMPROVING READING: Midlands Reading Consortium (MRC) engaged 240 volunteers

and 16 guest readers to serve 821 students in 16 schools across 8 school districts and 5 counties MAINTAINING ACADEMIC SUCCESS: 9,983 K-12 students (ages 5-17) participated in youth education and development programs supported by UWM. 2024 GOALS: • Forge strong education foundations in literacy and STEM for children. • Build pathways of economic opportunity for youth. • Help families permanently exit cycles of crisis and poverty. • Increase options for stable, affordable housing. • Improve our community’s connectedness and caring. • Cultivate equity in care and opportunities. FUNDRAISING EVENTS: Our biggest fundraising event is Women in Philanthropy’s Power of the Purse coming in May 23, 2024 at the 1208 Washington St. Visit our website to view more upcoming events. www.uway.org/ events CORPORATE GIVING OPPORTUNITIES: United Way welcomes individuals and organizations to increase community capacity to care for itself through individual, leadership and major gifts, corporate gifts and sponsorship and employee giving. FOR INFORMATION ON: CORPORATE GIVING, WORKPLACE GIVING, SPONSORSHIPS – GB Olsen, 758-6992, golsen@uway.org LEGACY GIFTS, MAJOR GIFTS – Maria DeHart, mdehart@uway.org INDIVIDUAL/RETIREE GIVING – Katie Levkoff, klevkoff@uway.org

Giving: Your guide to community giving in the Midlands 21

Changing Lives for Fathers and Families WHEN DADS BECOMING AN ENGAGED ARE INVOLVED DAD HAS BENEFITS FOR CHILDREN ARE FATHERS TOO

more likely to go to college

80%

less likely to spend time in jail

75%

less likely to experience teen pregnancy

WHEN DADS ARE NOT INVOLVED CHILDREN ARE

Healthy habits become more important

Self-esteem increases as dads see their value

Engaged dads set goals and achieve greater success

71%

of all high school dropouts

90%

of all homeless and runaway children

63%

of youth suicides

How we can help: •

We provide community-based programs and support groups for fathers, free of charge.

•

We help fathers connect to other services they need so they can meet their responsibilities and secure their parental rights.

•

We offer job coaching and employment connections that benefit fathers, their families and employers in our communities.

•

We’re a resource for local organizations that want to provide family support and father-friendly services.

DADS MAKE A DIFFERENCE FOLLOW US

@midlandsfathers

www. Midlandsfathers.com.

Lexington:

943 East Main Street, Lexington, SC 29072 (803) 996-2114

Richland:

1420 Colonial Life Blvd. Columbia, SC 29210 (803) 933-0052

Sumter:

21 N. Harvin Street, Sumter, SC 29150 (803) 774-2140

NONPROFIT SPOTLIGHT

MISSION STATEMENT: The mission of the Midlands Fatherhood Coalition is to engage fathers in the positive support of their children and to enhance support for fatherhood in the Midlands.

QUICK FACTS: NAME OF YOUR ORGANIZATION: Midlands Fatherhood Coalition YEAR ESTABLISHED LOCALLY: 2002 TOP LOCAL EXECUTIVE: Angela McDuffie CEO 1420 Colonial Life Blvd., Suite 80 Columbia, SC 29210 803-933-0052 www.midlandsfathers.com CORPORATE GIVING CONTACT: Eleanor D. Boyd, Regional Director of Development 1420 Colonial Life Blvd., Suite 80 Columbia, SC 29210 919-599-4101 eboyd@scfathersandfamilies.com AVERAGE NUMBER OF VOLUNTEERS IN 2023: 60 TOTAL OPERATING BUDGET (2022-23): $1.5 million PERCENT OF REVENUE DEDICATED TO PROGRAM SERVICES: 92% GEOGRAPHIC AREA OR SPECIFIC POPULATION SERVED: Midlands Fatherhood Coalition serves fathers in the Midlands with office sites in Richland, Lexington and Sumter counties.

A CLOSER LOOK: GREATEST NEED: Financial Support for outreach, expanding services and establishing sites in other areas in the Midlands.

Campaigns •

Daddy and Me 5K, June 15, Saluda Shoals Park

2023 TOP ACHIEVEMENTS: • Focused on outreach to renew or build relationships with community partners, including state agencies, law enforcement, nonprofit organizations and community groups • Opened Dad’s Den in Sumter • Formalized arrangement with Aperion and Morris College for online certifications • Served highest number of fathers and families since COVID • Hosted Camp at Ben Lippen School for at-risk youth • Camp Cole Father-Child Activity • Explored site office expansion

CORPORATE GIVING OPPORTUNITIES:

2024 GOALS: • Complete and implement Strategic Plan • Fully launch volunteer program • Implement new curriculum elements • Expanding Program to foster homes and schools in Orangeburg & Aiken counties • Raise $250,000 from individual donors, corporations, individuals, local foundations, local governments and civic groups • Raise $20,000 in the Daddy and Me 5K

•

Volunteer opportunities: Receptionist

•

Program opportunities: Group Session

•

Daddy and Me 5K: Sponsorships range from $250 to $5,000

•

An Evening with the Fireflies: Sponsorships range from $500 to $1,500

•

Sponsor Meals, Graduations, FatherChild Activities, Direct Fatherhood Services: Sponsorships range from $500 to $5,000

DONATION/VOLUNTEER OPPORTUNITIES: •

Donations accepted: Men’s professional clothing; father-child activities

Coordinator, Mentor, Meal Provider/ Server, Community Outreach Volunteer, Subject Matter Experts for Group Sessions, Completion Ceremony Volunteer, Father-Child Activities •

Development opportunities: “A Time for Fatherhood” Volunteer, Event Volunteer, Corporate/In Kind Donor Research/Outreach, Third Party Events

FUNDRAISING EVENTS: • Giving Tuesday - Nov. 21 • Board Peer to Peer Fundraiser – Feb. 23-March 8 • Midlands Gives - May 6 • Holiday and Father’s Day Annual Giving

www.columbiabusinessreport.com

ORGANIZATIONAL LEADERSHIP: Board of Directors • Angela McDuffie, CEO • Marc Shook, Board Chair

Giving: Your guide to community giving in the Midlands 23

TAX SAVINGS TIPS BY: BILL WEST, CPA People often ask me what they should do to save on taxes. My response is it depends on what you are doing and how you make your income. Today, I am going to review a few tax saving opportunities that, if you are in the appropriate category, may prove beneficial. For taxpayers who own an interest in a flow thru activity conducting a profitable active trade or business, avail yourself of the SC Active Tax or Business annual election of SC Code 12—6-545(G). This allows your flow thru entity (Partnership or S Corporation) to pay the SC income tax on the shareholder/partners behalf at the entity level thereby deducting state taxes for federal income tax purposes. If the entity does not make the election, then your SC income tax on this income is subject to the $10,000 individual deduction limit imposed by the federal SALT cap as an itemized deduction and will be reduced or eliminated. This is entirely different from federal section 199A and the Qualified Business Income Deduction (QBID) and is not subject to the specified trade or business rules (SSTB). Retired and taking IRA distributions but still making a large amount of charitable donations - Rather than taking money from your IRA and writing a check to your church or charity, direct your IRA custodian (typically your broker) to make a Qualified Charitable Distribution (QCD) directly to your charity. The QCD amount can then be excluded from gross income on the face of your return, thereby lowering your adjusted gross and taxable income, potentially reducing the taxable portion of your social security, lowering your medical deduction threshold if you itemize, and generally reducing your taxes.

You can no longer claim the QCD charitable deduction on schedule A, but you are not picking up the income. This works well for taxpayers at the threshold of being able to itemize on Schedule A. Have a kid in college or Private School - You can utilize the SC529 plan as a conduit to pay the tuition (limited to $10,000 per year for secondary school tuition). Contributions to a SC529 plan generate a deduction on Page 2 of the individual SC income tax return automatically saving you 6.5% (or current SC tax rate). First, you will need to make the contribution to the SC529 plan which creates the SC tax deduction, then use the SC529 plan to pay the tuition, even in the same week. Finally, if you purchased an ATV or UTV and paid more than $500 in SC sales tax, you may be due a refund. The court ruled that ATV and UTV are subject to the $500 tax cap, thanks to the Ecton Law Firm winning a SC Court of Appeals case (see Draft Ruling #23-xx on the SCDOR law and policy webpage for all the latest). You will need to pursue the refund with the selling retailer. As with all things TAX, the devil is in the details, so consult with your tax advisor or CPA and have them run the numbers. To learn more about tax savings strategies for you or your business, contact Bill West.

Bill West, CPA, Member Tax and Advisory Services bwest@scottandco.com

1441 MAIN STREET, SUITE 800 | COLUMBIA, SC 29201 | (803) 256-6021 | WWW.SCOTTANDCO.COM