TRIDENT UNITED WAY 2019–2020 PHILANTHROPY & IMPACT REPORT TABLE OF CONTENTS

1 A LETTER FROM OUR LEADERS

2 LOOKING BACK, LOOKING FORWARD

3 PROGRAM AND PARTNER OUTCOMES

4 COMMUNITY TOOLS AND SYSTEMS

5 VOLUNTEER IMPACT

6 COVID-19 RESPONSE AND IMPACT

7 CHANGING LIVES IN AND OUT OF THE CLASSROOM

9 PROVIDING A LIFELINE DURING COVID-19

11 THE WONDERFUL GIFT OF HEALTH

13 BOARD OF DIRECTORS

14 COMMITTEES

15 TOCQUEVILLE SOCIETY MEMBERS 26 PALMETTO SOCIETY MEMBERS OUR MISSION: TRIDENT UNITED WAY IS A CATALYST 36 DONOR NETWORKS

37 LEGACY DONORS FOR MEASURABLE COMMUNITY TRANSFORMATION 38 CORPORATE PARTNERS IN EDUCATION, FINANCIAL STABILITY AND HEALTH 40 THE ALLIANCE

41 CONNECTOR | PARTNER | GRANTOR

42 OUR COMMUNITY COUNTS OUR VISION: TO BE THE LEADER IN UNITING OUR 43 EVOLUTION OF COMMUNITY IMPACT COMMUNITY TO IMPROVE LIVES 44 FINANCIAL IMPACT

B A LETTER FROM OUR LEADERS

hen Trident United Way’s 75th anniversary began work will remain COVID-adjacent for the foreseeable future. last fall, we expected it to be a year unlike any other. Data suggest that the effects of COVID-19 will reverberate in W We planned convenings and community events our community for – at minimum – two to five years. recognizing this important milestone. Little did we know, the entire world was on the brink of a sustained crisis. While our 75th anniversary looked much different than planned, Trident United Way continued to do what our Instead of honoring our founders, our history and our founders created us to do – to serve the public good. Our cumulative impact with a series of educational events fervent hope is that they – and you – remain proud of the culminating in a luncheon observance, we lived the legacy impact that Trident United Way has brought to fruition, for of our founders through our immediate, transformative each person, each family and each entity we have been response to the COVID-19 pandemic. We began reaching privileged to serve. It would be impossible to do this work across the community with a once-in-a-century request for without you – our donors and allies – who give, advocate your trusted partnership and you answered our call. Our 75 and volunteer to create substantive change in our region. years of experience in convening community leaders and You demonstrate for others that UNITED is the WAY! philanthropic partners, delivering impactful programs and serving those who need us urgently has never been more With deepest gratitude, critical than in the past nine months. You made this possible. In March 2020, at the height of the pandemic, Charleston county calls to our 211 Resource Line increased 818% with requests for food assistance. Since then, we have connected thousands of our neighbors to an enormous range of services and resources to address immediate, basic needs such as healthcare, housing, utility bills, food and educational tools. We raised, managed and guided more than $1.1 million across the region in emergency response investments; Chloe Knight Tonney Fleetwood S. Hassell this was in addition to our regular grantmaking addressing President & CEO President & CEO the educational, financial and health needs that continued Trident United Way The Bank of South Carolina unscathed by the pandemic. You made this possible because 2019–2020 Trident United Way Board Chair of your continued investments in a strong, well-resourced Trident United Way. It is clear that all of our programmatic

“Gratitude is the memory of the heart.” –Jean-Baptiste Massieu, French bishop (1743-1818)

1 LOOKING BACK LOOKING FORWARD HUGH C. LANE, JR. ARNOLD SINGLETON Chairman, The Bank of South Carolina Power Systems Engineering & Control, Santee Cooper

My father moved to Charleston in 1937. When I returned to the Tri-County area in I remember him saying the state was so 2014, I was unsure about organizations in poor that people didn’t even know the which I wanted to engage. I am so glad I depression had started. As a banker, he was led to Trident United Way. got involved in the community and as WWII As a volunteer, I serve on the Community began, the economy started to recover. Impact Committee and the Board of The Charleston Community and War Chest Directors and therefore I see the operation (now Trident United Way) was chartered from planning to execution. I am very on September 15, 1944. Mr. Charlie impressed with the way Trident United Fruit became the Executive Director in Way conducts business. I believe the November of 1956, and this is when I began collaborative, forward-thinking nature my volunteer work and my friendship with of the work we do will propel us into Charlie Fruit, who was so likable and well the next 75 years. Trident United Way’s respected. top priorities are ensuring our local One day I was there at the King Street office communities are healthy and financially for a meeting and the plate-glass windows were bricked up. Charlie stable, and that our children are educated with the best possible said, “We got tired of them being broken every weekend.” Trident United resources. They create success through collaborative efforts with Way purchased and relocated to 32 Ann Street, and then through a strategic partners to improve the lives of — not some — but everyone generous gift from James Holcombe and Henry Fair, Trident United in the Tri-County region. You see, they don’t just care about the future Way was given The Post and Courier building on Rivers Avenue and of the organization, they care about the futures of all Tri-County relocated its headquarters. residents. After John Hewell’s retirement, Chris Kerrigan began and like so many I live by a motto of “Growing By Giving Ourselves Away,” and I before him, he changed and strengthened the organization. Mrs. Chloe believe Trident United Way helps me grow as a person through my Knight Tonney replaced Chris Kerrigan upon his retirement, and she involvement. Every dollar donated to Trident United Way is allocated and the entire Trident United Way organization have met the enormous to a worthy cause. While businesses were closing and employees challenges of the COVID-19 pandemic. were being laid off due to COVID-19, Trident United Way continued to press forward when our community needed its services and support In looking through eighty years of news clips, two things really jump the most. I know that I have selected a worthy organization to donate out. First, the United Fund was supported by the leaders of the my time and money, and I know that they will be here for the everyday community year after year. Secondly, you have to be able to change, needs and unforeseen crises that arise in the future. create value and remain relevant to succeed. Having a 76-year history and having raised more than a quarter of a billion dollars to serve our community, Trident United Way remains a very important institution for the Tri-County.

2 2019–2020 TRIDENT UNITED WAY PROGRAM AND PARTNER OUTCOMES

EDUCATION FINANCIAL STABILITY HEALTH 41,543 60,732 BOOKS 49 INDIVIDUALS INDIVIDUALS identified at the appropriate found employment with the developmental-level provided to assistance of a workforce reached through nutrition student program participants. development program funded by education activities Trident United Way. and outreach 40 PARTICIPANTS 1,708 HOURS still employed at 30 days. 1,221 INDIVIDUALS invested by teachers focused on established a primary dentist social competence through programs 31 PARTICIPANTS and received still employed at 60 days. funded by Trident United Way. These key skills promote a student’s classroom success. 3,501 DENTAL SERVICES through programs funded by Trident United Way. 89% OF STUDENTS enrolled in Reading Partners’ 877 INDIVIDUALS program, funded by Trident 22 PARTICIPANTS were screened for behavioral/ United Way, met or exceeded enrolled to increase credentialing mental health issues through their primary, individualized end to find employment in restaurant programs funded by of year literacy growth goal. kitchens through a program funded Trident United Way. Note: Weighted by expected versus actual # by Trident United Way. in program due to COVID-19 And all 94% OF STUDENTS 22 PARTICIPANTS 1,851 mastered grade appropriate completed the literacy skills through credentialing process. INDIVIDUALS Trident United Way funded received HIV/STD tests programs. Participating students with counseling, prevention were in kindergarten through second grade. education and harm reduction information Note: Weighted by expected versus actual # in through Trident United Way funded programs. program due to COVID-19 3 Thrive Hub is a web-based system that allows counselors to help clients apply for multiple resources during a single interview.

2,329 2,432 $984,279 applications for work estimated in refunds through filings at support and benefits FREE TUW-affiliated tax sites and$331,968 saved in filing fees. completed through state and federal tax returns Due to COVID-19 and the IRS requirement to file taxes in person, Thrive Hub application tool. filed in the Tri-County. tax assistance services were halted six weeks prior to the conclusion of tax season, which had an impact on the total number of tax services provided.

211 RESOURCE LINE CharityTracker A TUW investment in a system offered free to A one-stop resource for finding partners to coordinate services between providers. assistance in the Tri-County area. 320 organizations using CharityTrackerTM 12,407 calls 211 25,135 referrals RESOURCES $1,302,580 in monetary assistance Top caller need: 25,718 households with a total electric bill assistance of 54,762 family members assisted

Trident United Way’s AmeriCorps program assists in meeting basic needs and increasing financial literacy throughout the Tri-County region. AmeriCorps members build capacity for the organizations they work with to provide financial stability services directly to clients.

During their 2019-2020 term, Trident United Way’s 20 AMERICORPS MEMBERS: • Provided basic needs/crisis mitigation services to 14,476 individuals and families. • Assisted 529 clients access benefits and work supports. • Completed 817 benefits and tax credit applications.

FY 2019-2020 4 VOLUNTEER UNITED AN UNSTOPPABLE FORCE FOR GOOD HAPPENING ALL ACROSS THE TRI-COUNTY REGION

Trident United Way promotes a culture of volunteerism by engaging corporate partners and individual volunteers through valuable community service opportunities. We are honored to coordinate meaningful, hands-on volunteer opportunities with agency partners to foster a better understanding of community conditions and needs. Our volunteers also serve as thought-leaders on committees and are trained to make decisions about community investments.

PEOPLE POWER THE GIFT OF TIME THROUGH SERVICE 6,614 VOLUNTEERS gave their time in service to our TO COMMUNITY & OTHERS organization or to hours of volunteer the community through time generously Trident United Way invested all across led events. our community

VOLUNTEER ROLES INCLUDED VOLUNTEERS PROVIDED Board Leadership & Policy Making Fundraising Campaign Leaders MORE Community Building & Impact Work THAN $610,000 Special Events: Read Across America, Over The Edge, in estimated community benefit from their volunteer time helping neighbors, Day of Action, Day of Caring and more serving communities and providing expertise.

5 ADDING VALUE, IMPROVING LIVES TRIDENT UNITED WAY WITH TRIDENT UNITED WAY COVID-19 RESPONSE CHLOE KNIGHT TONNEY

What would the COVID-19 response have looked like without Trident $511,884 25 AGENCIES United Way? Because of each of you, our community has not needed to the largest amount raised for any received funding through consider this question. single emergency in the history of The generosity of individuals and corporate partners, coupled with Trident United Way. an experienced and dedicated team, proved invaluable. Trident United 11 PHASES Way and The Post and Courier formed a unique partnership to support to ensure needs were met organizations that were providing pandemic relief. We continue to in every way possible. work closely with The Coastal Community Foundation, an organization 44,000 that has provided support for Trident United Way in our COVID-adjacent calls statewide to Trident United work. Together with these excellent partners, you opened your hearts to donate more than $500,000 to our Tri-County COVID-19 Response Way’s 211 resource line through Fund – thank you! September 30, 2020. $1.1 MILLION Trident United Way is the go-to place for social impact. We are essential, Trident United Way raised, and we are local. We add value to philanthropy through established managed and guided more networks like our 211 Resource Line, which addresses a wide range of 49,854 than $1.1 million across the needs for our community such as emergency food and shelter, access region in emergency response to medical providers and low-to-no-cost legal services. This tool gives us individuals assisted by an instant snapshot of community conditions so that we can respond in the Tri-County COVID-19 investments. an agile manner. September proved to be a record-breaking month with Response Fund. more than 4,000 requests for aid in the Tri-County – the most for 2020. TRI-COUNTY COVID-19 RESPONSE FUND BENEFICIARIES: CharityTracker™ is a confidential, shared case management tool that brings together more than 320 agencies, churches, municipalities and faith-based organizations in the Tri-County. Trident United Way provides the program platform free of charge.

Partners using CharityTracker™ have documented nearly $1.5 million in financial assistance (not including food, clothing or shelter), more than one million pounds of food and more than 30,000 bags of food distributed equaling more than 70,000 services provided from Jan. 1 to Sept. 30, 2020. This data is routinely shared with elected and community leaders regionally and statewide to pinpoint real-time needs and opportunities.

Together we stand UNITED for whatever challenges we face now and into the future. 6 CHANGING LIVES IN AND OUT OF THE CLASSROOM TRIDENT UNITED WAY AND WINGS FOR KIDS MAKE A DIFFERENCE FOR AT-RISK STUDENTS

When Diamond Burns’* daughter, Za’Kari, began disrupting class, fighting with “When Za’Kari started the year, she was tough. classmates and being disrespectful to She sought the approval of friends who were adults, she knew the third grader needed older than her and altered her behavior when in help. While researching her options, their presence. Once we noticed this, I moved Diamond discovered WINGS for Kids, Za’Kari to a new group and she was able to find a Trident United Way funded program her confidence to be herself. Over time, her that engages more than 1,100 kids at 10 behavior became much more positive!” Tri-County elementary schools. WINGS focuses on culture, social emotional -Keyasia Hale, WINGS program coordinator skills and comprehensive curriculum. and coach at Chicora Elementary School Za’Kari told her WINGS leaders she wanted to impress her friends (a group of older real, and that’s why education is one of girls from her neighborhood) by defying Trident United Way’s three primary focus authority. Her WINGS Leader focused on areas. We’re funding organizations like helping Za’Kari build the self-confidence WINGS to give kids the best shot at being she needed to make responsible choices successful beyond their school days. and resist negative peer pressure. She participated in activities designed to Studies show that strong social emotional help her build critical skills such as role skills are key to helping kids succeed in playing different peer pressure scenarios school, be prepared for the workforce and and getting involved with activities like become positive and healthy contributors chess and art to build independence. to society. Thanks to WINGS, Za’Kari has a better relationship with her classmates The South Carolina Department and teachers. She’s also developed close of Education shows that 40% of friendships with several girls her age. kindergartners across the Tri-County do not demonstrate the level of social emotional “I see her going to college and being development needed to be successful successful thanks to how she has when they enter school. That number turned into such a leader.” Ms. Burns climbs to 66% in some higher poverty said. “I’m so proud of Za’Kari and areas. We know that the challenges are can’t thank WINGS enough.” *Name changed for privacy 7 IMPACT: EDUCATION FROM RB3 TO LITERACY UNITED

SUMMER 2019 SUMMER 2019 FALL 2019 WINTER 2019 FALL 2020 Trident United Way Local philanthropists Trident United Way presented “We saw the results of Trident United Way, kicked off year three of noticed RB3’s success the results and framework of RB3 and wanted to see Charleston County School Reading by Third Early and became interested RB3 to Kiawah Cares group how it could help the District and Mt. Zion Literacy Initiative (RB3), in supporting a pilot at and the Coastal Community reading growth of kids Elementary officially The program offered Johns Island schools. Foundation. on Johns Island.” launched three-year pilot innovative teacher They joined with Trident -Morgan Morton program Literacy United: trainings from University United Way in engaging RB3 Outcomes: Johns Island! of Florida Literacy the Charleston County Year 1: 50% of students gained Morgan and Joanne Institute (UFLI). TUW School District and school one year of reading growth. Morton engaged a Invested $1.38M over a leadership to explore Year 2: 17%-56% of students group of philanthropists three-year pilot. expansion of the program. gained one year of growth to advance the work (lower in higher grades) of RB3. They pledged 729 struggling readers in Year 3: Unknown due to ESSA to support a program Did you know? 12 schools were selected Waiver, which eliminated launch at Mt. Zion Reading By Third is to participate. standardized test-taking. Elementary on Johns the most successful Overall: Grade level reading Island. partnership to fund growth between 17%-38%, literacy in our 75-year with an average of 24% history! improvement.

What is Literacy United? Literacy United combines the University of Florida Literacy Institute’s (UFLI) successful teacher training method with Trident United Way’s resources to provide wrap-around family services for children in need. 8 PROVIDING A LIFELINE DURING COVID-19 FIGHTING HOMELESSNESS AND FINDING HOPE WITH COMMUNITIES IN SCHOOLS AND TRIDENT UNITED WAY

Can you imagine trying to focus on math and science at school when you’re worried about where you’ll be sleeping at night? For many local children, this challenge is their reality. Data from the South Carolina Department of Education reports 12,660 students were experiencing homelessness during the 2017–2018 school year. Trident United Way research shows nearly 35,000 children are living in poverty in the Tri-County area.

Kimberly and her three children have been struggling with housing issues for the past two years. COVID-19 made things worse when she lost her job as a home healthcare aide due to social distancing mandates. Finding thousands of dollars to pay for an apartment deposit, which includes first and last month’s rent, was a nearly impossible hurdle for Kimberly and many others. Often, they are forced to stay in extended stay hotels which do not require such large up-front fees.

Communities in Schools of the Charleston Area (CIS) is a Trident United Way-funded organization that works with schools to identify students who are lacking basic needs such as food, clothing and shelter and utilizes resources to assist with meeting these needs.

During the pandemic, CIS secured housing for four families, including Kimberly’s, for a discounted weekly rate at an extended stay facility. Those families may have been homeless without this lifeline.

Hope and assistance offered by Trident United Way, CIS and dedicated staff keep Kimberly going. CIS Student Support Specialist Jennifer Winston (pictured left) has a passion for helping people as she knows all too well the struggles of housing and raising kids. Earlier in life, she was homeless with three children and like Kimberly, she was constantly worrying about her future.

“Compassion, empathy, hope and faith are the main tools of human decency and what drive me everyday,” Winston said. “During that uncertain time of being homeless, I never lost hope and faith that we would be alright despite having no family here. We made it and now I want to be there for clients to make sure they never lose hope.”

9 IMPACT: FINANCIAL STABILITY CELEBRATING A DECADE OF PARTNERSHIP 2009 2011 2019 Engagement with SC Thrive SC Thrive became Trident United Way The SC Thrive Hub assisted with filing more began! Trident United Way contractor and partner for providing than 2,400 state and federal tax returns for found a strategic partner to state and federal income tax filing FREE, returned nearly $1M in tax refunds to connect Tri-County residents assistance across the neighbors through Trident United Way affiliated to resources, remove barriers Tri-County region. Each qualifying sites and assisted with more than 2,300 and assist with benefit client saved an estimated $243 in filing benefits applications valued at$6.5M in benefits applications. fees each tax season. acquired.

2009 2017 2019 2019 Trident United Way received Trident United Way introduced TUW placed 20 Trident United Way’s inaugural AmeriCorps grant cost-sharing partnerships AmeriCorps members AmeriCorps received the funding from The Corporation allowing placement of more with organizations to Program Director of the Year for National and Community AmeriCorps members in boost their capacity and Award from the South Carolina Service (CNCS) and placed service to community. The assist clients in Commission on National and eight AmeriCorps members growth provided invaluable navigating the pathway to Community Service. with organizations dedicated to expansion of the program. financial stability. improving the Tri-County.

How do AmeriCorps In 2019-2020, AmeriCorps connected more than 14,000 families to 1,500+ basic needs/crisis mitigation members serve? services, assisted nearly 1,500 families file taxes free of charge and provided more than 500 clients with one-on-one budgeting instruction. 10 THE WONDERFUL GIFT OF HEALTH DONATIONS TO TRIDENT UNITED WAY ARE IMPROVING LIVES

Trident United Way is working to combat the devastating effects of type 2 diabetes. We are proud to partner with more than 73 local organizations in the Healthy Tri-County initiative, which aims to improve everyone’s health. A key focus is to deal with health issues like diabetes. Your gift to Trident United Way is changing lives—just ask Mary Nixon. With a family history of diabetes, Mary knew she had to take steps to get healthier or risk being another statistic in South Carolina’s diabetes battle. Mary wanted to try a non-pharmacological approach to diabetes prevention but did not have the financial resources to find a program that was a good fit. Her life changed when she found the Trident United Way supported Diabetes Prevention Program (DPP) at the Summerville YMCA. “The DPP Program Coordinator led me to one of the best decisions I could have made,” Nixon said. “The YMCA granted me financial support to attend the program. Without it I would have missed out on being a better me.” Mary is now eating better, exercising and has lost 20 pounds! Because of this progress, Mary does not need medicine to control her diabetes.

“The Diabetes Prevention Program has given me a change in my mindset of handling my health, has given me control of my health and has strengthened my desire to be a healthier me. Thank you YMCA and Trident United Way for this wonderful gift of health.” –Mary Nixon

11 IMPACT: HEALTH COLLABORATING FOR A HEALTHIER TRI-COUNTY

AUGUST 2019 SEPTEMBER 2019 OCTOBER 2019 JANUARY 2020 MAY 2020 JUNE 2020 Healthy Tri-County/ Kicked off Launch of 2019 Healthy Tri-County HTC Community Shared the 2019 Trident United Way Conversation on Community Health (HTC) maximized Hub launched online Community was awarded a grant Race & Health Needs Assessment connections with guide of providers Health Needs to fund National Equity Series, a (CHNA) report at MUSC CARES Clinic and resources: Assessment with Diabetes Prevention three-part series Tri-County Health and community www. the Tri-County Program for rural covering topics Symposium to partners to healthytricounty. region. HTC diabetes hotspots from adverse more than 250 cultivate a com/Community- Core Partners in Hollywood and childhood attendees. childhood Resource-Hub participated in Moncks Corner. experiences to immunization clinic virtual Power post-traumatic that served 179 Event and The 2019 CHNA is growth. children. Q&A session South Carolina’s most comprehensive event hosted report of its kind by Charleston with more than 5,300 Regional Business respondents Journal.

Our partners: 12 LEADERSHIP SPOTLIGHT

TRIDENT UNITED WAY 2019–2020 BOARD OF DIRECTORS

BOARD CHAIR MARKETING & COMMUNICATIONS CHAIR Ken W. Lott, III Fleetwood S. Hassell Elizabeth Rogers Santee Cooper The Bank of South Carolina Chernoff Newman Vanessa Turner Maybank INCOMING BOARD CHAIR SECRETARY City of Charleston Steve K. Polston Chloe Knight Tonney Janine M. McManus AstenJohnson Trident United Way Sonepar USA IMMEDIATE PAST CHAIR WOMEN UNITED CHAIR Barbara L. Melvin AND STRATEGIC PLANNING CHAIR Teresa Vaughn South Carolina Ports Authority Bob F. Fei Johnson & Johnson Insurance, Inc. Life Cycle Engineering, Inc. Marcela Rabens YOUNG LEADERS UNITED CHAIR Universal Latin News ADVANCEMENT COMMITTEE CHAIR Michael Samuel Wendy W. Kopp BB&T now Truist Tim B. Sease South State Bank FineMark National Bank & Trust Patrick J. Cawley, M.D. AFRICAN AMERICAN LEADERSHIP Medical University of South Carolina Arnold Singleton Santee Cooper COUNCIL CHAIR Sara E. DeWolf Sonia Hanson Community Volunteer Reeves Skeen South State Bank First Citizens Bank Jesse C. Dove AUDIT CHAIR Investment Advisory Center Ken Smith Tim A. Grow Womble Bond Dickinson (US) LLC Elliott Davis Rebecca J. Engelman Select Health of South Carolina Melanie Stith CAMPAIGN CHAIR Roper St. Francis Healthcare Tom J. Leonard Charles Gainer Steve Swanson Trident CEO Council Publix Super Markets, Inc. Community Volunteer COMMUNITY IMPACT CHAIR Todd Gallati Peter J. Tecklenburg Brad R. Davis Trident Health System Charleston County Government Community Volunteer Dr. Eddie Ingram Bill J. Turner, III FINANCE CHAIR Berkeley County School District Dominion Energy Mark E. Lewis Fran G. Johnson TechCXO Johnson & Johnson Insurance, Inc. Fran Welch College of Charleston INVESTMENT COMMITTEE CHAIR Julie Kornahrens Wendy M. Brewer Dorchester School District Two Harry White Wells Fargo Private Bank Volvo Car USA LLC Adolph Lanza Robert Bosch, LLC

13 LEADERSHIP SPOTLIGHT

TRIDENT UNITED WAY 2019–2020 COMMITTEES

75TH ANNIVERSARY AUDIT COMMITTEE FINANCE COMMITTEE NOMINATING COMMITTEE Larry and Judy Tarleton, Chairs Tim A. Grow, Chair Mark E. Lewis, Chair Bob F. Fei, Chair Henry Blackford Fleetwood S. Hassell Wendy Cockerham Rebecca J. Engelman P.J. Browning Shawan Gillians Todd Gallati David Dunlap Christopher Glenn Fleetwood S. Hassell CAMPAIGN CABINET Todd Gallati James Gray Bruce Hoffman Tom J. Leonard, Chair Fleetwood S. Hassell Tim A. Grow Vanessa Turner Maybank Cathy Almquist Bruce Hoffman William Hamilton, IV Arnold Singleton Robert Bradham Bill Moody Stefanie Henry Steve Swanson David Burt Gretchen Penney Melissa Pridemore Peter J. Tecklenburg Brad Canaday Jeremy Willits Nicole Santanna Bill J. Turner, III Anne Forrest Tim B. Sease Teresa Vaughn Bill* and Jeanne Hall Portia Sisk Frances Welch ADVANCEMENT ADVISORS Carl Kolts Ashley Smith Wendy W. Kopp, Chair Manny Lovgren Dawson Smith Deb Campeau Ford Menefee Ken Smith Lonnie Carter Lauren Nilan PUBLIC POLICY COUNCIL Larry Collett Bobby Pearce Dwayne Green, Chair Rebecca Collett Pam Pearce INVESTMENT COMMITTEE Bryan Boroughs Bill Finn Stephanie Singleton Jesse C. Dove, Chair Sara DeWolf Matt Foote Reeves Skeen Wendy Brewer Donald Gordon, Ph.D. Stanfield Gray Courtnay Thompson Stacy Cannon Camilla Groome Bill* and Jeanne Hall COMMUNITY IMPACT Kari Davids Anna Hamilton-Lewin Mark E. Lewis Ben DeWolf Shayna Howell Aiyana Matthews COMMITTEE Brad R. Davis, Chair Kathryn Diminich Bernie Mazyck Christine Owens Daniel Gallagher Elaine Morgan Steve K. Polston Samuel Bellamy Natasha Chatman Wendy W. Kopp Charles Patrick, Jr. Reeves Skeen Hugh C. Lane, Jr. LaTisha Vaughn-Brandon Ken Smith Patricia Ferguson Germone Gadsen Terry Scipio Kathryn Whitaker Debra Stewart Dwayne Green Dr. Courtney Howard Larry Tarleton

Barbara Kelley-Davis

Arnold Singleton Cindi Solomon *deceased Erica Taylor

14 TRIDENT UNITED WAY TOCQUEVILLE SOCIETY

Trident United Way Tocqueville Society, established in 1998, is a group of dedicated philanthropic leaders who make a huge difference in the Tri-County community through their generous gifts. Throughout this extraordinary year, Tocqueville Society members have stepped up to serve those most in need. We respond. Because of our philanthropic and faithful Tocqueville Society members, Trident United Way can respond to the most critical community An excerpt from Mr. Hall’s fall 2020 needs. letter to our Tocqueville members:

We recover. The Trident United Way Tocqueville Society members provide the “My time as the chair of Trident United Way bold vision and inspired generosity that invigorate our mission and shape our Tocqueville Society has been unconventional, community – today and tomorrow. to say the least. Despite the myriad challenges we faced in our personal and We remember. A champion for anyone in need, Bill Hall served Trident United professional endeavors, we were able to Way Tocqueville Society with expert leadership last year and generosity every make significant impact for the people year. While many in our community recognize him as a highly regarded in our area who needed us the most. restaurateur and owner of one of Charleston’s finest culinary gems, Halls Chophouse, we are grateful to have known him as an exceedingly kind and Motivation to give more – to help those generous member of the Trident United Way family. His passing is felt deeply around me as much and as often as I can among our community, and his legacy will live on through the countless lives – is everywhere. Your generosity to Trident he changed in Charleston and beyond. United Way, especially in difficult times, shows that you too recognize the great need in our community and are committed to making a difference. It has been my $1,000,000+ La Table Ronde de Millions de Dollars honor to serve as the leader of our great $100,000-$999,999 La Société Nationale Society this year – thank you again for your unfailing support to our neighbors in need $75,000-$99,999 Ordre de Fraternité through Trident United Way. I am honored $50,000-$74,999 Ordre d’Egalité to be part of this organization with you.” $25,000-$49,999 Ordre de Liberté —Bill Hall $10,000-$24,999 Membres de la Société November 2, 1946–August 18, 2020

15 TRIDENT UNITED WAY TOCQUEVILLE SOCIETY

Mark and Becky Joye Joanne and Morgan Morton Mike and Beverly Smith Anita Zucker and David Popowski La Société Nationale La Société Nationale La Société Nationale Ordre de Fraternité

Scott and Valerie Howell Michael and Pam Wilson Prudence and William Finn Carol H. Fishman, Ordre d’Egalité Ordre d’Egalité Ordre de Liberté Herzman-Fishman Fund Ordre de Liberté

16 TRIDENT UNITED WAY TOCQUEVILLE SOCIETY

Mr. Bill Hewitt and Mrs. Karyn Lee Francis Johnson Jim and Bettie Keyes Mr. and Mrs. Hugh C. Lane, Jr. Ordre de Liberté Ordre de Liberté Ordre de Liberté Ordre de Liberté

Mr. and Mrs. Hugh C. Lane, Sr. Jackie Lane and Bob Davison Dr. Celeste and Mr. Charles Patrick, Jr. Steve and Emily Swanson Endowment* Ordre de Liberté Ordre de Liberté Ordre de Liberté Ordre de Liberté

*deceased 17 TRIDENT UNITED WAY TOCQUEVILLE SOCIETY

J.H. Walker Legacy Foundation Mr. John* and Mrs. Kay Bachmann Nella G. Barkley Carol and Barney Barnett Ordre de Liberté Membres de la Société Membres de la Société Membres de la Société

John and Mary Lou Barter Jennifer and Rob Black Mark and Mary Bonsall Dr. Jeffrey and Cindy Burns Membres de la Société Membres de la Société Membres de la Société Membres de la Société

*deceased 18 TRIDENT UNITED WAY TOCQUEVILLE SOCIETY

Peter and Catherine Burrous Beth and Larry Burtschy Van and Susan Campbell The Honorable Paul and Vicki Campbell Membres de la Société Membres de la Société Membres de la Société Membres de la Société

Lonnie and Laurie Carter Steven and Molly Craig Mr. and Mrs. John C.L. Darby Lisa and Giff Daughtridge Membres de la Société Membres de la Société Membres de la Société Membres de la Société

19 TRIDENT UNITED WAY TOCQUEVILLE SOCIETY

David and Pamela Dunlap Merrill and Bob Fei John and Dee Fortson Daniel and Shannon Gallagher Membres de la Société Membres de la Société Membres de la Société Membres de la Société

Joyce and Gerry Gherlein Jack and Julia Goettee Bill* and Jeanne Hall Fleetwood and Elizabeth Hassell Membres de la Société Membres de la Société Membres de la Société Membres de la Société

*deceased 20 TRIDENT UNITED WAY TOCQUEVILLE SOCIETY

Bruce and Diane Hoffman Shayna and Travis Howell Mr. Timothy W. and Mrs. Gail C. Hughes Mr. and Mrs. Harry L. Johnson, II Membres de la Société Membres de la Société Membres de la Société Membres de la Société

Wendy W. Kopp Ted and Tricia Legasey Jan and Larry Lipov Christian and Jonathan MacIver Membres de la Société Membres de la Société Membres de la Société Membres de la Société

21 TRIDENT UNITED WAY TOCQUEVILLE SOCIETY

Jim and Linda Murray Edwin S. Pearlstine, Jr. John and Catherine Rosso Greg and Bob Royall Membres de la Société Membres de la Société Membres de la Société Membres de la Société

Mrs. William D. Saal and Mr. Dunne Saal, Tim and Tina Sease Cindi and Kerry Solomon Mr. and Mrs. James M. Stelling The Joseph J. Schott Foundation Membres de la Société Membres de la Société Membres de la Société Membres de la Société

22 TRIDENT UNITED WAY TOCQUEVILLE SOCIETY

Daniel J. and Victoria D. Sullivan Larry and Judy Tarleton Chloe Knight Tonney and Rick Tonney Eric and Paula Walmet Membres de la Société Membres de la Société Membres de la Société Membres de la Société

Mr. and Mrs. Charles S. Way, Jr. Reginal Wells Mr. and Mrs. Jeremy N. Willits Libby and John Winthrop Membres de la Société Membres de la Société Membres de la Société Membres de la Société

23 TRIDENT UNITED WAY TOCQUEVILLE SOCIETY

Ed and Laura Woodcock Jonathan and Laura Zucker Membres de la Société Membres de la Société

24 TRIDENT UNITED WAY TOCQUEVILLE SOCIETY

La Société Nationale Steven and Molly Craig Mr. and Mrs. Herman Edward Smith, III Mark and Becky Joye Mr. and Mrs. John C.L. Darby Cindi and Kerry Solomon Joanne and Morgan Morton Lisa and Giff Daughtridge Nancye B. Starnes and David P. Hughes Mike and Beverly Smith David and Pamela Dunlap Mr. and Mrs. James M. Stelling Nancy and Ralph Edwards Daniel J. and Victoria D. Sullivan Ordre de Fraternité Bob and Merrill Fei Larry and Judy Tarleton Anita Zucker and David Popowski John and Dee Fortson Chloe Knight Tonney and Rick Tonney Dr. and Mrs. Rick Foster Eric and Paula Walmet Ordre d’Egalité Daniel and Shannon Gallagher Mr. and Mrs. Charles S. Way, Jr. Scott and Valerie Howell Joyce and Gerry Gherlein Dave and Elizabeth Welborn Jean and James Rion Endowment Brian and Emily Giarrocco Reginal Wells Michael and Pam Wilson Jack and Julia Goettee Edward and Liesl Westbrook Richard Gregory and Courtenay McDowell Mr. and Mrs. Jeremy N. Willits Ordre de Liberté Tim and Dede Grow John and Libby Winthrop Prudence and William Finn Richard and Ann Gridley Ed and Laura Woodcock Carol H. Fishman, Herzman-Fishman Fund Jeanne and Bill* Hall Frank and Kathy Zanin Mr. Bill Hewitt and Mrs. Karyn Lee Fleetwood and Elizabeth Hassell Jonathan and Laura Zucker Francis Johnson Bruce and Diane Hoffman One Donor Wishes to Remain Anonymous Jim and Bettie Keyes Shayna and Travis Howell Mr. and Mrs. Hugh C. Lane, Jr. Mr. Timothy W. Hughes and Mrs. Gail C. Hughes Mr. and Mrs. Hugh C. Lane, Sr. Endowment* Bob and Carol Jerman Jackie Lane and Bob Davison Mr. and Mrs. Harry L. Johnson, II Dr. Celeste and Mr. Charles Patrick, Jr. Vicki and Greg Johnson Blair and Carol Stewart Wendy W. Kopp Steve and Emily Swanson Ted and Tricia Legasey Mr. and Mrs. William B. Tausig Jan and Larry Lipov J.H. Walker Legacy Foundation James C. Mabry, IV and Cynthia S. Mabry Christian and Jonathan MacIver Membres de la Société Dr. Michael L. Merriman Mr. John Bachmann* and Mrs. Kay Bachmann Thomas and Christine Motamed Nella G. Barkley Steve and Maria Mungo Carol and Barney Barnett Jim and Linda Murray Mr. and Mrs. John P. Barnwell Jim and Kathy Newsome John and Mary Lou Barter Ms. Christine M. Owens and Mr. Vincent M. DiGangi Jennifer and Rob Black Edwin S. Pearlstine, Jr. Mark and Mary Bonsall Paul Andrew Pepin Jacob A. and Deborah Bouknight Debbie Austin and Randall Phillips Dr. Jeffrey and Cindy Burns James and Kathleen Ramich Peter and Catherine Burrous John M. Rivers Jr. Foundation, Inc. Beth and Larry Burtschy John and Catherine Rosso Van and Susan Campbell Greg and Bob Royall The Honorable Paul and Vicki Campbell Mrs. William D. Saal and Mr. Dunne Saal Lonnie and Laurie Carter Tim and Tina Sease Kay and Charlie Chitty Barbara and David Singer *deceased

25 TRIDENT UNITED WAY PALMETTO SOCIETY

Trident United Way Palmetto Society is a network of engaged philanthropists in the Tri-County area who contribute between $1,000-$9,999 annually and are committed to creating bold community change in education, financial stability and health through giving, advocating and volunteering. Trident United Way is thankful for Palmetto Society Members’ commitment to philanthropic and thought- leadership. Led by chair Pam Pearce, Trident United Way Palmetto Society introduced a new signature event, Breakfast for Impact, in December 2019. This celebration of Palmetto Society members’ generosity was a kick-off to #GivingTuesday and an opportunity to recognize their significant impact within our community. The event was graciously hosted by Tocqueville Society chair Bill Hall at his family’s beautiful event space at 5 Faber. Trident United Way is deeply grateful for the Hall family and will cherish the memory of this special event with Bill Hall.

$5,000-$9,999 President’s Circle $2,500-$4,999 Executive’s Circle $1,000-$2,499 Director’s Circle

26 TRIDENT UNITED WAY PALMETTO SOCIETY

President’s Circle Catherine Riley Lance and Wendy Brewer Amy and Danny Kassis Lewis Addison Steven and Barbara Rockefeller Lance and Shaharra Brooks Elizabeth Knowles Glenn and Trish Aker Anne and Doug Sass Hilary Brown Larry and Amanda Kowal Brian and Cathy Almquist Herk and Sherry Sims Vicky and Mike Budreau Elizabeth A. Kress Mr. Douglas Anglin Thomas and Rene Sisson Tony and Angela Bunch Mark and Deana Lattanzio Joe and Susan Bagwell Ken and Teresa Smith P. Edward Burbage Amanda Lawrence Kristina and Mike Baxley Sonia and Jeffrey Smith Caroline E. Byrd Tom and Sheri Ledbetter Donald J. and Fay L. Cameron Roger and Susan Stone Allison and Mark Childers Jim and Marybeth Lintzenich Ben and Sara DeWolf Family Foundation Jennifer and Clint Coker Dom and Kathleen Maddalone Doug and Faith Dodge Roy and Tammy Strickland Melissa R. Crick and Cheryl L. Soucy Scott and Suzanne Malindzak Jesse and Edythe Dove Charles and Elizabeth Sullivan Brad and Deb Davis Steve and Mary Mauldin Joey and Amy Foxhall George E. Temple, IV Shawn and Heather Dolan Jack and Brigid Maurer Kevin and Robin Frees Dr. Mary Thornley Joe and Cathy Easley Edie B. May BettyCep and Steven Gailbreath Jay and Cindy Tiedemann Mr. Russell Eiland Mr. and Mrs. Francis X. McCann Brian and Nicole Gehring Scott and Laura Varn Tina Faust Mark W. McKnight Steven Gnegy Max and Genevieve Vome Anne Forrest Ms. Elisabeth Pendleton McLean Pamela and Richard Hrick Pamela Williams and Jary Hulst Mr. and Ms. Kevin J. Frank Bruce A. and Sheila L. Mills Chip and Coleman Legerton Bonum and Janet Wilson, Jr. Todd Gallati John and Amy Morgan, III Charles and Joan Lipuma Mr. and Mrs. Nathaniel D. Woodson Marta Léon Garcia Robert H. Morse, III William and Nina Maddux 6 donors wish to remain anonymous B. Shawan Gillians Joseph Nettles Susan J. Morrison David and Jean Ginn Lauren and Scott Nivens Fran and Chris Hawk, M.D. Catherine Parmley Jay and Jennifer O’Dell Executive’s Circle Gretchen and Thompson Penney William S. Helmly Pennie and David Peralta Steve and Susan Polston Cesar Aguirre Kin Hill Christy and Eric Pfuntner Bill and Sheila Prezzano Albert Aquino Billy-Paul Holbrook Ms. Claudia A. Porter and Glenn and Sandra Rabon Thomas and Tami Barnette Amanda A. Honeycutt Mr. Stuart H. Hotchkiss C. Andrew Rankin Tamkio and Michael Bligen Jim and Rhonda Hunter Robert and Cassandra Price Jonathan and Cynthia Raub Josh Booth Missy Johnson Brenna Chapman Romaine

Gallon of gas in 1944: 21¢

Average cost of home in 1948 Cost of gallon of milk in 1944: The Charleston Community 1954: 1944 Chest forms its first Small 1948 The Charleston Community $8,600 Business Division Naval Shipyard is 1st 63¢ Chest is established with workplace giving campaign headquarters at 56 Wentworth Street in Charleston, SC 27 TRIDENT UNITED WAY PALMETTO SOCIETY

Executive’s Circle (continued) Thomas H. Anderson Kelly Becker Calvin Vandross and P. David Botzis, C.P.A Mr. and Mrs. Jeff Parker Lucy E. and Jerome C. Ashley, Jr. Ashley Beebe Christy and David Boudolf Peter Schilling Betty Sweet and Austin Atkinson Will Beecher Dana Bowers Michael G. Schmidt, Ph.D. John A. Atkinson Ms. Sarah Beier Jenna Bowers Gordy and Samantha Siefring Dr. Andrew M. Atz and Mr. Gregory Belekis Mr. James T. Bowman William and Elaine Simpson Mrs. Teresa W. Atz Dr. Janis P. Bellack Jim and Elizabeth Bowron Valori and Ernesto Smith Mr. Steve Baggett Donald E. Benjamin, Jr. Dennis and Pat Boyd Andrea and Bill J. Turner, III Mr. Donald A. Bailey and Sam and Tracey Bennett Susanne Boyd Claudius and Jane Watts Ms. Caroline Myers Bailey Kurt Benton Robert and Wendy Bradham Joe and Terry Williams Tom and Janet Bailey Jonnie Berenguer Cindy and Joe Brams Roger and Elizabeth Williams Bill and Ruth Baker Valerie and Joe Berry Mr. Thomas Branham Mr. Joel Wise Marty and Deborah Baker Jean-Francois Berthiaume Mr. Philip Branton Jacob Wright Janna K. Baker Andrew and Barbara Bickford Kevin and Christina Braun 4 donors wish to remain anonymous Scott R. Baker Mr. Justin Biernot Tikiesha Brewer Lane and Patty Baldree George and Trudy Billings The Bridwell Family Mr. Brian J. Ball Henry J. and Sheryl A. Blackford Chestina and David Brollier Director’s Circle Mr. David Ballard Eli Blalock Krys Bronk Mr. Ian E. Bancks Linda Blunt Steve and Kristin Brooks Richard Ackerman Justin and Dr. Monica Barden Kyle Bluthardt Sean and Melanie Brooks Mr. John Ackerman and Lynn Barker Dr. and Mrs. R. Cary Bocklet Ms. Jennifer Leander Brown Mrs. Valerie Ackerman Sharon and Charles Barnett Melanie G. Bodiford Michael and Anita Brown Mr. George Adams Joselle Abagat Barnett Ms. Jodi Bogue Amanda Brown Eric C. Aichele Mr. Tyler C. Barwick Ms. Alesia S. Boling Will and Priscilla Brown Nicole A. Aiello Karen Baskerville Rey and Fe Bongalonta John W. Browning Sonya R. Alexander Mr. John Batey Dolphus and Melissa Boodle Pamela J. Browning Joseph Allen Scott and Traci Baxley Michelle and Sam Bornfleth Jamie and Anne Bruce Jacquetta Amos Renee Baxley Dick and Suzanne Bosstick Chris and Amy Brumback Regina and Mark Anderson Mr. Leyon Beach Average annual salary Gallon of gas in 1964: in 1954: $2,600 30¢

Tri-County population in 1944: 1954 1956 1961 The Charleston Community 164,000 The Charleston Community Chest “Light the torch, fan the Chest moves to 284-B King changes its name to United Fund flame” is the United Fund’s Street rent free for five years of Charleston County and Charles campaign slogan, featuring thanks to Hugh Lane, Sr. Fruit becomes the director a new torch logo

28 TRIDENT UNITED WAY PALMETTO SOCIETY

Director’s Circle (continued) Mrs. Virginia H. Carson Mr. Aaron Cook Mr. and Mrs. Brad Cunic Justin Buckley Mr. Paul Carter Mark and Jane Cook Jerome Curameng Mignonne H. Buhrmaster Michael Carter Chris and Dianna Cook Joseph Current Katherine and Mark Burgeson Dan Cates W. Michael Cool, Jr. and Nicole Cool Hal S. Currey and Dr. William D. Burnham Drs. Patrick Cawley and Timothy Cooper Margaret P. Schachte David and Kenna Burt Pamela Charity Bailey and John Cooper Thomas and Lori Curtis Mr. Michael Bush Peter Cayer Brett A. and Kimberly C. Corder Earl P. Cutler Bridget Bush Ms. Maria Chamorro Hattie Coryell James Dahl Mrs. Angela Byrd Mr. and Mrs. Arthur D. Chaplin Jr. Dr. Dondi E. Costin Jennifer Dale Jane F. Byrne Wayne J. Chapman La Quetta Nicole Coulter Melissa Daniel Les and Laura Cabiness Scott (Shigao) Cheng Vanessa Cousins Mr. and Mrs. Ned Darley Haley and Kyle Caddell Alexander and Katherine Chessman Kevin and Kim Couto Dee and Kim Davidson Donald Calabrese Domenic J. Ciccolella, III Valerie and Timothy Covell Ronnie W. Davidson Daniel Camp Kay and Denny Ciganovic George and Beverly Cowart Ben and Ashley Davis Ric and Deb Campeau Keith and Naomi Cills Mrs. Stephanie Coyle Kim Davis Stacy A. Cannon Kevin J. Clark John and Denise Crane Matt and Rebecca Davis Christian T. Caples William and Anne Cleveland Dianna Crawford Mr. William L. Davis, III Mr. Tyler Caraballo in honor of Anita Zucker Mr. Thomas Crawford Mr. Mark N. DeFilippo Dave Carlough Mark and Pam Cline Everett and Maria Crews Mr. Andrew Del Rosso Mr. Daniel Carlson Kathryn Cline Mr. Donald Cribb Erin Delaney Ms. Shayna Carlson David and Kathy Cole Ms. Patricia G. Crimminger Jeff and Carla DeMille Terence and Melissa Carmichael Darrin and Tammy Collard Marc and Terri Crocker Susan L. DeTorre Douglas Carnecki Mr. Andrew Collins Steve and Allison Cronin Lisa DeVeaux Mr. Thomas E. Carpenter and Mr. Weijian Cong and Craig Crosby James DeVito Mrs. Charity G. Carpenter Mrs. Heather Cong Mr. Travis Cross Aleisha and Jeremy DeYoung Jessica Carpenter Emory Connelly John Cross John Dias, Jr. Claudio Carrara Jose L. Contreras-Mora Andrew and Lisa Crow Jesse and Dee DiBona Mr. Kerry M. Carroll Carmen L. Convertino Kelly and Gina Crowley Keith and Sue Dickinson Average cost of home Cost of gallon of milk in in 1964: 1974: $20,200 $1.57

Tri-County population in 1964: 1968 278,000 The United Fund moves 1969 1970 The United fund reaches first Trident United Way launches Hotline, headquarters to 1069 King Street $1 million campaign surpassing a non-profit counseling, crisis and and Berkeley County joins the the goal of $998k referral line for Berkeley, Charleston Charleston Area United Fund and Dorchester counties 29 TRIDENT UNITED WAY PALMETTO SOCIETY

Director’s Circle (continued) Rebecca Engelman and Andrew Fox Nick Gibson Mr. and Mrs. Troy M. Diel William Bradley Janelle Fox Kristina Giese Daniel and Lynne Dillehay Mr. Justin G. Epperson and Mr. Matthew Frazier Richard and Mary Gilbert Ms. Crystal Dills Mrs. Patricia N. Epperson René L. Free Pam and Jim Gill Kathryn Diminich Corie Hipp Erdman Brian French Linda Givens Mr. Brandon O. Dixon Mr. and Mrs. Michael Evans Mary and Levie Frink Christopher Glenn Mr. and Mrs. Robert A. Dolson Laurin and Happy Everett Jenny E. Frisco Ed Glover Bud and Diane Driggers Mr. Kevin Fallaw Michael and Kathryn Gabbert Ms. Emily J. Gordon Mr. Charles B. Duckworth Mr. and Mrs. Leo A. Fary, Jr. Germone Gadsden Mollie Rorrer Gore Robin and Rob Duckworth Amanda Fedorisin Shawn Gaffin Rajan Govindan Bill and Allyson Duke Ms. Tammy Felker Charles Gainer Antony Grant Jeff and Jennifer Duke Amanda and Bradley Fender Steve and Mary Gallagher Mr. James W. Gray and Glen and Sherrill Duncan Avril Fenwick Marlen Gallardo-Rodriguez Mrs. Patricia A. Gray Paula Traktman Duncan Evelyn Ferguson Michelle Gallego Brian and Alyson Gray Jon and Linda Duncelberger Anthony Ferro, III Dr. Todd and Mrs. Kristen Gandy Steven Gray Mr. Eric Dunn Michael and Christy Fewell Christine Gannett Ashley and Scott Greaver Tammy Dupuy David and Monica Fichman Mrs. Trisa Garcia Alan Greer Ripon Eadie Teresa G. Finch Lee and Monica Gardner Shawn and DeAudre Gregg Cara and Ryan Earhart Gary and Ann Fink Anthony Garner William G. Gregorie, Jr. Lloyd and Susan Edenfield Travis and Julie Finn Mr. Greg Garvan James and Kearney Gregory Ms. Akilah Edwards Dr. Jacqueline and Mr. Paul Fish Thomas E. Gasparich Dr. and Mrs. E. David Griffin Gary W. and Deborah K. Edwards Ryan and Courtenay Fisher Tom and Renae Gasser Noah Grillo Monifa and Clifford Ellington Rory Fitzpatrick Dot Gatlin Amie Grimes Yvonne Ellington Robert Fleming James and Leslie Gergen Mr. Robert Grimmett, Jr. Jana Orengia Elliott Mr. Jonathan W. Floyd Mr. and Mrs. Walter J. Gerken, Jr. Mr. Robert Guerrero Mr. Eric Emmerth Mark and Rhonda Floyd Mike and Jennifer Gibbons Debra Guerry Natasha Emmerth Dr. Monica A. Ford Christine Gibson Connie Smoak Gugel James R. Emond Robby Foreman Marc and Dorothy Gibson Diane and Ed Gulyas Gallon of gas in 1984: $1.16

Average annual salary Tri-County population in 1974: in 1974: 1978 1978 1983 $8,000 336,000 Organization changes Trident United Way launches Lowcountry Food Bank was founded name to Trident United Way Comprehensive Housing through the generosity of Coastal Counseling Program Community Foundation and Trident United Way 30 TRIDENT UNITED WAY PALMETTO SOCIETY

Director’s Circle (continued) Stephen and Elise Heapebo Kip Hooker and Valerie Sessions Mr. Richard T. Jansen John and Nancy Gurley Stephanie Heckart Will and Sarah Hopkins Mr. Jerod D. Jeffcoat Carol and Ron Hacker Mr. Jacob Hefner Glenda Horne Ms. Mary D. Jenkins Diane S. Hader Mr. Gus E. Hegner David L. and Lisa A. Houpe Aquil Jenkins Kellye and Mark Hafner Mr. Kyle Heider Patricia and Kevin Housand Jan and Jimmy Jenkins Robert Haire Mr. and Mrs. Chris Hendricks George and Karen Howard Patty Jenkins Kathy and Wayne Hall Stefanie and Kevin Henry Lenwood B. Howell Gary and Christy Jenkins Douglas and Denise Hamilton Teresa Hensley Mr. and Mrs. Hampton Howell Michael and Muriel Jennings Bill and Nikole Hamilton Jason and Andrea Hessberg Bambi and Michael Hoyt Gary and Renee Jensen David Hamilton Mr. David T. Hicks and Edin and Kelly Hrvanovic Christopher Jimenez Larry and Melonie Trace Mrs. Marietta Hicks Kelvin and Mavis Huger Marvin J. Johnson Mykaela Hannappel Gregory A. Hider Jim and Lee Hughes Neil Johnson and Sue LeNeveu Dr. Rochelle F. and Paul A. Hanson, Jr. Helen and Burrow Hill Andrew Humphreys Francis and Jamie Johnson Kari S. Hanson Paul and Becky Hilstad Jeanne and Tad Hunt Mr. Stephen M. Johnson, Jr. Sonia Hanson Sharon Hinton Mr. John Hurst Mark and Beverly Jolly Joy Hardin Tabitha Hobbs Len and Beverly Hutchison Stacy and Rana Jordahl Larry Harkins Mr. Donald E. Hoelscher Trenor and Margaret Hypes Mr. Kyle Jordan Hunter Harris Mr. Tyson Hoff Mr. Ramzi S. Imad Diane Jordan Corbyn Harris Kirby and Jenny Hoffman Samantha Iorio Mr. Paul J. Joyner Dorothy G. Harrison Joanna Hoiles Jane and Larry Iwan Roy and Betty Judy Donna B. Hartin Mr. and Mrs. Trent Holland Susan Westbrook Jackson Edward Karabees, II Ms. Faith P. Hartley Mr. and Mrs. Robert M. Hollings, III Adrienne L Jackson Wim and Merritt Kellett Jay Hartman Mr. Eric Q. Holmes Mr. David Jackson David and Debra Kellogg Thomas P. Harvey, II Brian and Angel Holmes Ms. Mechelle Jackson Romain Kelly Michael Hashley Ana and Dan Holmes Caroline Jacobs Eric McGuire and Patricia Kemp Todd and Diane Haskins Laurie and Ted Holscher Naomi S. Jaeger David Kennedy Jeff Hawes Mr. Ted Honney Sherman T. Jaggers Edith Kent Drs. Glen and Susan Haynes Jane Hicks Hood Mr. Michael Jamison Tom and Kay Kierspe

Average annual salary Average cost of home in in 1984: 1990: $16,000 $106,000

Tri-County population in 1984: 1985 430,000 Charles Fruit dies after 29 1987 1989 years as CEO of TUW and John Hewell becomes Trident United Way establishes “Leadership Giving” evolves Trident United Way CEO Hurricane Hugo Fund and sets fundraising record for disaster relief 31 TRIDENT UNITED WAY PALMETTO SOCIETY

Director’s Circle (continued) Mr. Thomas J. Leonard Mr. and Mrs. Michael S. MacPherson Mr. James McGrath Will and Jennifer Kimbler Tasha Lester Mr. Micah J. Mallace Ronald and Betty McKelvey Mr. Mark King Elizabeth C. Rivers Lewine Jason Malphrus Mr. Earnest J. McLaughlin and Grayson and Kaitlyn King Endowment Ashley B. Mancini Mrs. Sandra F. McLaughlin Mr. Ryan Kohlhauff Mark and Karen Lewis Bobbie Maner Marianna G. McLean Bryant and Cheryl Kohut Mr. and Mrs. Richard M. Lilly Debra Mann Shea and Christie McMakin Ms. Anna Koppenhofer Mr. and Mrs. Gregory J. Lindamood Mr. and Mrs. Clarence B. Manning Mary McNeese Jessica and Rebekah Kostos Robert G. Lendino Jerry and Jane Mansfield Jay and Erin McNeill Mark A. Kostos Renee and Jeremy Linyard Marc and Elizabeth Marchant Elston Family Foundation David and Rebecca Kranz Andre’ Lipkins Noel E. Marchione Mr. Andrew Medley Ryan and Kelly Krischer Michael and Jenny Lisle Glenn and Michelle Marcus Michael Melchers Allan Krist Robert G. Long Robert Marten Barbara L. Melvin Martin Kurek Daniel and Leticia Long Stony R. Martin Ford and Deidre Menefee Mr. Jacob Lacheney Mr. Chet Long, III Jason Martin Janice and Richard Menniti Katherine and Joseph Landing Lee and Judy Looney Susan Martinez-Hernandez Samuel Metzger Stephen Lanier Al Lopez and Domingue Lopez Ms. Ashley Mason Melissa and David Meverden Mr. William H. Lansing, III Ken and Amy Lott Stephanie and Michael Matthews Chris and Rachel Meyer Bill and Chris Lark Mr. Jared L. Lott Vanessa Turner Maybank Mr. Stephen W. Michael Richard and Rachele Lawhon Manny Lovgren Ashley and Grant McAnulty Sara Michelin Leslie D. Lawrence Anthony and Wanda Lowe Mr. and Mrs. James T. McCall, Sr. In memory of George W. Miller Will Lawton HC Lucas Raymond Talicia and Shawn McCants Jennifer J. Miller Amanda N. Lee Mr. and Mrs. Timothy D. Lucius Loretha McClellan Debbie Miller Virginia Lee Ms. Lorraine Lutton Christina McCorkle Scott A. Miller Hampton and Rebecca Lee Kelli Lyman Gregory R. McCormack Kyle Miller Parker H. Lee Brian and Suzanne Lynch William McCoy Ryan V. Millwood Ms. Donna and Mr. Robert Lehmer Loretta Lynch-Reichert Robert McCue Adam D. Mims Edward Lemanski Stephen Lynn Lorrie McCurdy Brittany Minors Chris and Emily Leonard Aaron and Amy Maciariello Ms. Stephanie McDowell Sally and Jorge Miranda

Tri-County population Average annual salary in Gallon of gas in 1994: in 1994: 1995: 506,000 $1.11 $23,000

Cost of gallon of milk inin 1994 1995 1995: Trident United Way launches “Give me Shelter” Santee Cooper donates land for $2.50 committee to raise money for Berkeley County Berkeley County children’s shelter, emergency children’s shelter as part of Carolina eventually known as Callen-Lacey Youth Development Center 32 TRIDENT UNITED WAY PALMETTO SOCIETY

Director’s Circle (continued) Dr. W. Eugene Notz James K. and Karen K. Petros Brandon and Stefanie Renaud Dan and Julia Mooney Jacob T. Nyhart Autumn T. Phillips Craig and Barbara Reynolds Kelly Jo Morales Phillip Obie, II and Kayla Obie Ralph and Coby Piening Ann and Steve Rhodes Baker and Lisa Mordecai Thomas P. O’Brien, Jr. Mr. Walter Pinckney Ms. Shannon Rice Evelyn Morris Elizabeth and Keith Oliver Mr. Charles Pinckney and Barbara and William Richardson Mrs. Anne C. Moye Anthony C. Oliver III Mrs. Eve N. Pinckney Mary Beth Richardson Gregory Mullen Kristen Olson Mrs. Holly J. Pingatore James L. Richardson, Jr. Michael and Katy Mullis Mr. Joshua M. Orara Ray and Angela Pinson John G. Riddick, III Duane and Carrie Mummert Dr. and Mrs. James M. Orcutt Raji A. Polite, Jr. Julie and Clyde Ridgeway Jeremy M. Murphy Mandy and Wayne Osborne Amanda Polk Suzanne and Jack Ritter Jennifer A. Murray John and Melissa Owens Mr. Larry Poole Telia Rivers Chase Murray The Palmer Family Christie Pope Mr. and Mrs. Claron A. Robertson Jeanine Murrow Mr. Ryan D. Palmiter Dr. Gerrita Postlewait Shauna Wesley-Baxley Robert J. and Angela A. Mussat Mr. and Mrs. Matt Pardieck Jason Powell Ms. Dominae S. Robinson Mr. Kenneth Myers Anthony and Melissa Parrish Helen C. Pratt-Thomas Katie Robinson Ms. Kaylee Nalley Rory and Durward Parsley Pascal Price Cheryl Rodgers Ms. Tammeria Nathan Mr. Ketankumar C. Patel Aileen S. Price Caleb Rodgers Erica and Daniel Navarro Jonathan D. Patterson Kameron and David Quick Byron Rodgers Melinda P. Nettles Mr. and Mrs. Michael Paul Marea D. Quijano-Clark and Jeff Clark Bret and Shannon Roesner Mr. and Mrs. Robert C. Nevin Roanna R. Payne Omar and Sarah Ramberan Robin and Julie Rogers Nicola and Damon Newby Pamela and Bobby Pearce Jonathan and Amanda Rauh Elizabeth Rogers The Newton Family David and Janet Pearlman Donna M. Raven Joshua Rogers Taylor and Lauren Nilan Heather E. Pelcher and Carol and David Rawle Mr. Wesley Ropp, III Gina S. Noble Stephen R. Pelcher Scott and Susie Reed Ms. Miriela Ross David and Dana Northrup Honorable Laura Perdue Jimmy P. Reeves Will Rottmann 1998 2001 Chris Kerrigan becomes CEO Trident United Way contributes and headquarters at 6296 Rivers $10,000 to United Way of Tri-County population Avenue is dedicated America’s September 11 Fund to Average cost of home in in 2000: help victims of the 9/11 attacks. 2004: 549,000 $278,000

1999 2003 Trident United Way launches Success by 6, Trident United Way changes how funds are Palmetto Society grows by 40%, Tocqueville distributed and moves from being a “fundraiser” Society grows by 33% and endowment to a catalyst for community change exceeds $1 million 33 TRIDENT UNITED WAY PALMETTO SOCIETY

Director’s Circle (continued) Richard and Kelley Seaman Mr. Keith A. Smith and Carlton and Selena Stoney Dr. Michelle S. Rovner Kimberly Segrest Mrs. Terri T. Smith Ms. Lynn Strain John and Joanne Russ Paul and Sherry Sharry Kirby and Laurie Lynn Smith Ronald and Terry Strawn Jeremy Ryan Stephanie M. Shealy Dr. Maxine Smith John and Christina Strickland Mr. Jay Ryczkowski Connie H. Shiver Rebecca and Roy Smith Barry and Jacquie Sturmer Dr. Lisa K. Saladin and Mr. Caleb Seth Shomo and Ms. Rosanne Vega Smith Ryan and Chris Sweatman Dr. Michael E. Saladin Mrs. Marie L. Shomo Mr. Andrew Smith-Jones John Swink Carey and Tonya Salisbury Paul and Clair Shorter Robert Smoak Brenda S. Szymanowski Darien Salley Greg and Larky Shuler Starr and Philip Snead Chase and Jessi Talbert Ms. Eryca Salters Meme Shuler Sherrie C. Snipes-Williams Adam and Jennifer Taylor Michael Samuel Mr. Richard A. Shumpert Mr. John Sorrells Peter and Stephanie Tecklenburg Mr. Sebastian J. Sanchez Peter L. and Gail B. Sibley Luis Sosa Mr. Joel Tempongko Mr. Todd Sanders Mr. and Mrs. Adrian Simmons Niko Stahley Mr. Christopher P. Theos Chris Sarine Henry and Sylvia Simmons Katie Staso Mr. Wesley J. Thigpen Alvaro Sarmiento Myoshi A. Singleton Ms. Dawne Steinbach Rudy Thomas Mr.and Mrs. Herbert R. Sass, III Amanda and Cameron Sito Andrew Steinke Brandon Thomas Ronald and Jacky Sassard Mr. and Mrs. J. Reeves Skeen Jennifer Sterrett Natalie Griffin Thomas Drs. Conway and Bart Saylor Mrs. Sarah L. Slaughter and Kathleen and Joel Stevens Denny and Kelly Thompson Ms. Shari A. Scagline Mr. John Slaughter Will Stevick Courtnay Thompson Michael A. Scardato Amiee and Steve Slesinski Brian J. Stevick Chase Thompson Traci Schilling Ms. Samantha Smalls Renée C. Stewart Clay Thornton Mary and Peter Schnabel Walter L. Smalls Sharon and Loy Stewart, Jr. John and Dana Tiller Deborah and David Schneider Alicia Smith Debra and Leroy Stewart Mr. Timothy J. Tillman Mr. Gregory H. Scott David and Cynthia Smith Kyle Stewart Scott and Janet Tinkel David C. Scott Donald and Francis Smith Terry B. Stinson Jeffrey and Lynn Trenning Ms. Ivy Scott Champaign Donald and Pamela Smith Melanie and Anthony Stith Tammy and Ronald Tyner David Scozzaro Mr. Jerry Smith Kimberly H. Stone Noreen Urko Bill and Gloria Seaborn Joan Smith Andy and April Stone Average annual salary Cost of gallon of milk in in 2004: 2010: $35,600 $3.69

Gallon of gas in 2004: $1.88 2007 2005 Trident United Way contributes a 2009 Trident United Way donates $10,000 matching gift to the City of TUW announces six $25,000 to the Red Cross Charleston Firemen’s Fund to encourage month trial run of Hurricane Katrina relief fund support for the families and coworkers CharityTrackerTM of Charleston’s nine fallen firefighters. 34 TRIDENT UNITED WAY PALMETTO SOCIETY

Director’s Circle (continued) Bing Wang Kathryn Whitaker Mr. Geoffrey Woglom and Ann Usher Marcus Ward Diane Whitaker Mrs. Susan S. Woglom Lisa Van Bergen and Douglas Murphy Molly Waring Rob White Dave and Sue Womersley Henk and Robin van der Meyden Daphine Warren Richard and Lisa White Cynthia and John Wood Rebecca Vaughan Timothy James Warrick Joy White Bradley E. Wood Bradley and Teresa Vaughn Garren and Jerri Warwick Allie White Melanie Woods Thomas Venning, Jr. Ms. Tameika L. Washington Ms. Sherry Whiting and Steve and Michelle Woodside Mr. Brian Vetter Ronald and Appollonia Washington Mr. Christopher M. Genovese Ms. Chelsy Wray Lorenzo and Lorraine P. Vice Patricia Washington-Ruckes Christine M. and Peter E. Whitlock Nicole Wren Peggy Vickery Mr. Bernard Watson and Carmen Y. Wigfall Barry Wren Mr. Vinay Vyas Mrs. Nadine Watson Angela M. Williams Jamie E. Wright Jennifer Wadford Marty and Lianna Watson Carson D. Williams Taneicha C. Wright Christopher and Melissa Wagner Mr. Leonard D. Way and Mr. David H. Williams, Jr. Ms. Christy D. Wyndham John and Caroline Walasek Ms. Jennifer Way Dr. Joseph L. Williams Jennifer Yaun Ms. Christie D. Walcott Dr. C. Wayne Weart Priscilla Williams Sue Phillips Young Earl and Susan Walker Greg Webb Cameron and Dana Wilson Jeff Zeigler Mr. and Mrs. Robert B. Wallace James Webb Brillant Wilson Christie and Paul Zoeller David and Jennifer Wallace Curtis Weeden Larry and Sarah Windham Jonathan Zukowski Mrs. Kristina Walle Rachel Wehrman Bryan Robinson Wingard Hella and Dieter zur Loye Grange and David Walters Frances C. Welch, Ph.D. Karl and Angelia Winkler Peter and Megan Zwerner Allison Walters Laura and Chad Wells Robert Winn 33 donors wish to remain anonymous Ephraim T. Werner Richard and Susan Winter Cynthia Walters Disclaimer: We have carefully produced this Michael and Debbie Waltz Beth Wheeler Mr. and Mrs. Ryan C. Wishman report. Please forgive any errors or omissions and E.J. and Cynthia Wand Nancy and Phil Whirley Sally Ballentine Wofford notify us of same. 2010 Trident United Way launches AccessHealth Tri-County with $750,000 Tri-County population Duke Endowment grant in 2015: 664,000

2015 2016 2019 2020 Trident United Way creates fund for 1000 year Trident United Way Chloe Knight Tonney becomes Trident United Way raises a flood relief, investing $100,000 and raising launches Healthy CEO and Trident United Way record $511,884 for COVID-19 more from generous local philanthropists. Tri-County and Tri-County celebrates its 75th anniversary response and relief Reading By Third Project 35 DONOR NETWORKS

AFRICAN AMERICAN LEADERSHIP COUNCIL is a WOMEN UNITED works for the health, education YOUNG LEADERS UNITED is an active group of network of engaged leaders who seek to harness and financial stability of everyone in our leaders age 40 and younger who are committed the power of black philanthropy and leverage community. We are diverse and vibrant, bound to improving educational, financial stability and resources to improve our community through the together by a powerful sense of belonging — to health outcomes in our community through mission of Trident United Way. each other and to Trident United Way’s mission. giving, volunteering and advocacy.

Sonia Hanson, South State Bank, Chair Teresa Vaughn, Michael Samuel, BB&T now Truist, Chair Stephanie Singleton, Johnson & Johnson Insurance, Inc., Chair Lauren Nilan, Elliott Davis, Vice Chair The Movement, Vice Chair Anne Forrest, Seacoast Supply, Vice Chair Cesar Aguirre, Publix Jennifer Brown, Palmetto CAP Dusti Annan Coultas, MUSC Bailey Cooper, Lowcountry Hurricane Protection Monifa Ellington, Ingevity Cindy Brams, Elliott Davis & Shutters Inc. Danielle Hardee-Richardson, Ingevity Stacy Cannon, South State Bank Aubree Decoteau, Santee Cooper Mavis Huger, Counts & Huger, LLC Merrill Fei, Community Volunteer Amanda Fedorisin, LS3P Georgia Mims, Charleston Crowne Plaza Christian MacIver, Ingevity Travis Frank, SC Ports Authority Terry Scipio, Consolidated Planning, Inc. Ashley Mancini, Enterprise Holdings Shawn Gaffin, Community Volunteer Patrice Simmons, Berkeley Electric Cooperative Lauren Minors, Reason One Shawan Gillians, Santee Cooper Don Smith, Hendrick Automotive Group Gina Noble, Porter-Gaud School Will Hopkins, Lexington Medical Center Dr. Maxine Smith, Community Volunteer Kristen Olson, Extra Space Storage Caroline Jacobs, Elliott Davis Vanessa Turner Maybank, Katie Robinson, LS3P Francis Johnson, Johnson & Johnson Insurance, Inc. Charleston County Government Patrice Simmons, Berkeley Electric Cooperative Grayson King, Johnson & Johnson Insurance, Inc. Clarence Wright, Dominion Energy Sherrie Snipes-Williams, Jim Knowles, Aerotek Charleston Promise Neighborhood Parker Lee, The Bank of South Carolina Lisa Van Bergen, Professional Nonprofit Solutions Ashley Mancini, Enterprise Holdings Jennifer Wadford, Santee Cooper Caleb Shomo, Life Cycle Engineering, Inc. Kathryn Whitaker, Calibrate Legal Genevieve Vome, Ingevity 36 A LEGACY OF TRIDENT UNITED WAY LEGACY 1944 The Charleston Community Chest is organized on Sept. 15 1956 The Charleston Community Chest becomes The United Fund of Charleston County and BEYOND A LIFETIME Charles Fruit becomes the director. 1985 After the death of Charles Fruit, who served 29 years as director of The United Gifts to our Legacy Fund are vital to Trident United Way’s ability to address our Fund, the Charlie Fruit Leadership Giving Association is established to recognize community’s most pressing issues around education, financial stability and health donors contributing $1,000 or more annually. today, tomorrow, and well into the future. You can shape the future of our community 1989 Defined first mission: To increase for generations to come by including Trident United Way in your estate plans. Your gift the organized capacity of people will provide essential, ongoing support to change the odds for the children, families to care for one another. and individuals in the Tri-County area. 1994 Updated mission: To provide the best ways for citizens of Berkeley, Charleston and Legacy Society Members Dorchester counties to care for one another. Guided by the wishes of our donors. Mrs. Carmel Chamier Daniel L. McNight, Jr.* We identify and respond to needs in the Belk Daughtridge David and Bethany Nicole local community and ensure the most Mrs. Mary C. Everts* Elizabeth E. Pennewill efficient and effective use of contributions. Mr. And Mrs. Larry Fulghum, Jr. Gretchen and Thompson Penney 1995 Trident United Way starts allowing gift Frank* and Loraine Hanckel Ned Philbeck designations to other nonprofits through Tom and Bonnie Hood Ross B. Pollack, M.D. the “Donor Choice” program. Christopher F. and Beth A. Kerrigan Bill and Joanna Scarborough 2003 Trident United Way changes how funds Mr. And Mrs. Hugh C. Lane, Jr. Dave and Linda Soutter are distributed and moves from being a Ted and Tricia Legasey Hannah and John Stewart “fundraiser” to a catalyst for Ted and Jackie Mappus Col. William W. Thomas community change. Sis and Hal Marshall John and Libby Winthrop 2011 Trident United Way intensely focuses on education, financial stability and health. Legacy Society Members 2012 Trident United Way adopts new mission: Legacy Society members who have chosen to pledge $250,000 or more through their estate plans: Trident United Way is a catalyst for measurable community transformation Erica Campenella Estate through collective impact in education, Prudence and William Finn financial stability and health. Mr.* and Mrs.* Hugh C. Lane Endowment 2020 Trident United Way updates mission: Joy Y. Presnick Estate Trident United Way is a catalyst for Jerry* (obm) and Anita Zucker measurable community transformation in *deceased education, financial stability and health. 37 WITH GRATITUDE TO OUR 2019-2020 CORPORATE PARTNERS It is a tremendous privilege for Trident United Way to partner with the following institutions. Each group has demonstrated outstanding generosity through employee campaign contributions, corporate gifts and donations to the Tri-County COVID-19 Response Fund during the 2019-2020 Trident United Way campaign. List based on projected campaign reports totaling $2,500 or more as of June 30, 2020.

TOTAL GIVING OF $1,000,000+

TOTAL GIVING OF $400,000 - $799,999

TOTAL GIVING OF $200,000 - $399,999

TOTAL GIVING OF $100,000 - $199,999

38 TRIDENT UNITED WAY CORPORATE PARTNERS

TOTAL GIVING OF $50,000 - $99,999 TOTAL GIVING OF $10,000 - $24,999 TOTAL GIVING OF $5,000 - $9,999 AstenJohnson ADC Engineering Specialists Raymond James & Associates, Inc. Berkeley County School District Bank of America Charitable Foundation, Inc. Shell Oil Company Foundation Century Aluminum Mt. Holly Benefitfocus Target Charleston Water System Berkeley Electric Cooperative The Citadel Coastal Community Foundation of SC Boeing Employees’ Credit Union Enterprise Holdings C&S Retail Services TOTAL GIVING OF $2,500 - $4,999 Fluor Corporation Charleston County Aviation Authority Harris Teeter Charming Inns Border States Electric Johnson Controls, Inc. City of Charleston Shealy Electrical Wholesalers Medical University of South Carolina Coca-Cola Consolidated BRPH Architects Engineers Roper St. Francis Healthcare College of Charleston Caterpillar, Inc. Showa Denko Carbon, Inc. COSTCO Wholesale Colliers International SunTrust and BB&T now Truist Detyens Shipyards, Inc. First National Bank The Bank of South Carolina Dixon Hughes Goodman LLP Hobart Corp/ITW United Parcel Service FineMark National Bank and Trust JW Aluminum First Citizens Bank Nationwide Insurance Company TOTAL GIVING OF $25,000 - $49,999 Home Telecom Hendrick Automotive Group Lanxess RICOH Office Solutions The Beach Company Nelson Mullins Riley & Scarborough, LLP Rotary Club of Charleston BP Chemical Company, Cooper River Plant NextEra Energy Foundation RTI International a subsidiary of BP America, Inc. United Bank Sonepar USA Charleston Area Convention and Visitors Bureau Wal-Mart South Carolina Federal Credit Union Charleston County Government WCSC-TV 5 Southern First Bank Charleston County School District Synovus Comcast Cablevision TD Bank Dorchester School District Two TOTAL GIVING OF $5,000 - $9,999 TJ Maxx Elliott Davis Anderson Insurance Associates LLC Trident Construction GEL Group, Inc. AT&T Volvo Car USA LLC Jones Ford Bank of America Young Clement Rivers, LLP Life Cycle Engineering, Inc. Blue Cross Blue Shield of South Carolina LS3P Associates, LTD. Boeing South Carolina The Post and Courier Charleston Southern University Richardson, Patrick, Westbrook & Brickman, LLC CPM Federal Credit Union Robert Bosch LLC Eaton Corporation Select Health of South Carolina Eli Lilly and Company South Carolina Ports Authority FedEx Trident Health/HCA South Atlantic Division Gregory Electric Company, Inc. Trident Technical College Housing Authority of the City of Charleston Trident United Way JEAR Logistics LLC Wells Fargo Norfolk Southern Corp PNC Financial Services

39 Trident United Way’s premier WE INVITE YOU TO JOIN THE ALLIANCE corporate recognition program

Expand your reach and allow us to recognize you for your good work in our Tri-County community. As a member of The Trident United Way Alliance, you will join a league of community businesses and individuals who are committed to improving the lives of our neighbors. With a gift at one of the three Alliance levels of support, you will help Trident United Way cover the costs of convenings and initiatives that further our work and mission.

THANK YOU TO OUR 2019-2020 ALLIANCE MEMBERS TRIDENT UNITED WAY ALLIANCE MEMBER RECOGNITION PER ANNUAL GIFT CHAMPION $10,000 ADVOCATE $5,000 FRIEND $2,500 CHAMPION Day of Caring - Company name printed on back of t-shirts Day of Caring - Company name mentioned at all Adams Outdoor Advertising Day of Caring events Anita Zucker and The InterTech Group, Inc. BP Chemical Company, Cooper River Plant Day of Caring - Recognized in social media shout-outs Chernoff Newman Day of Caring - Listed on email blasts (300 contacts) Dominion Energy Day of Caring - Listed on website Ingevity Day of Caring - Concierge Project Coordination Life Cycle Engineering, Inc. MUSC Health Day of Caring - Branded item to be included in Nucor participant bags (300 items) Publix Super Markets, Inc. Day of Caring - T-shirts and other supplies provided by TUW 50 20 10 Select Health of South Carolina and delivered to your office South State Bank Day of Action - Listed on website The Post and Courier Day of Action - Listed on email Young Clement Rivers, LLP Day of Action - Included in sponsor lists (social media, video, email) ADVOCATE Listed in annual Philanthropy and Impact Report First Citizens Bank Listed in Top Executive Packet Trident Health/HCA South Atlantic Division Listed in ‘Thank You’ ad in The Post & Courier FRIEND Recognized on invite - Tocqueville Society Events The Bank of South Carolina Recognized on invite - Palmetto Society Events BB&T – now Truist Recognized on invite - Donor Network Events Charleston Regional Business Journal

In-kind donations are recognized at 20% of dollar value. *2019-2020 Corporate Benefactors can join the TUW Alliance at the 2019-2020 rate with a three year step up to the new TUW Alliance. 40 TRIDENT UNITED WAY IS A CONNECTOR PARTNER GRANTOR

We create community-wide partnerships to We work intentionally with other organizations Organizations receive grants through an open deliver collaborative solutions that help achieve to make data-driven decisions and respond to and competitive process for programs, basic significant and lasting social change. our community’s most pressing needs. needs and community engagement.

Kindergarten Readiness Network Resource Connection Centers National Diabetes Prevention Program (National DPP) Trident United Way is the In collaboration with more than a dozen nonprofit National DPP is a CDC-recognized lifestyle convener for our region’s agencies, Trident United Way Resource Connection change program structured program developed first Kindergarten Readiness Centers provide connections to community specifically to prevent type 2 diabetes. Network in partnership with resources and services. The power of partnership is Accomplishments & Individual Successes: Tri-County Cradle to Career vital for clients in critical need to mitigate crisis and Collaborative. get on the path to financial stability. Our partners and staff have access to real-time data regarding Healthy Tri-County funding and resources to meet the immediate needs secured year two of our Tri-County neighbors. 34 clients Lowcountry Early Childhood Convening Events: grant funding from down 157 South Carolina January 2020 – Panel Discussion - The State of pounds Center for Rural and Mental Health for children 0-3 years in the collectively Primary Healthcare. Tri-County region AccessHealth Tri- May 2020 – Conversation with Joseph D. County Network Sparrow, MD on culturally responsive trauma- BERKELEY CENTER: AccessHealth, AmeriCorps, was the first informed practices during and after COVID -19 Berkeley/Dorchester Vocational Rehabilitation, Increase in recipient of the First Steps of South Carolina, Humanities weekly TUW Community June 2020 – Community Solutions for COVID Foundation, Lowcountry Food Bank, Origin physical Investment Recovery and Early Childhood Development – SC, Palmetto Community Action Partnership, Grant from the co-creation of a community vision for COVID activity Palmetto Goodwill, Palmetto Project, SC Thrive, Accelerator Pool. recovery, practicing self-care in COVID culture SC Works, The Salvation Army The program and trauma offers a dedicated DORCHESTER CENTER: AccessHealth, staff and diverse AmeriCorps, Dorchester District 2 Adult Education Clients exercising selection of Center, First Steps of South Carolina, HELP of lifestyle coaches Summerville, Humanities Foundation, Lowcountry up to 630 to help clients be Hope Center, Lowcountry Food Bank, SC minutes successful. Thrive, Origin SC, Palmetto Community Action per week Partnership, Palmetto Goodwill, Second Chance Thrift Shop, SC Works, The Salvation Army, 41 OUR COMMUNITY COUNTS Trident United Way procured over 300 census questionnaires in ‘hard-to-count’ areas with direct outreach and promotional efforts. We want everyone to count – one time – and in the right place!

Census participation is vital to our region receiving federal funding based on an accurate population count. If 100 people in our community aren’t counted, that represents more than $2.6M in federal resources that will be sent to other states instead of South Carolina over the course of the decade.

In July 2019, Trident United Way formed a grassroots committee, Trident United Way Complete Count Committee, to educate and promote the 2020 Census to ensure our communities received the federal funds and government representation they deserve for the next 10 years. The committee comprised 25 volunteers from across the Tri-County region who were trained by a US Census representative to promote and encourage completion of the 2020 Census within their professional and personal networks.

We received more than $7,500 in grant funds to support their outreach efforts and participated in over 15 different events: town halls, faith-based events, summer meal programs, food drives, webinars and free community events.

All materials and events sponsored by Trident United Way were made available in English and Spanish with bilingual promotions aired through local traditional and social media outlets.

Trident United Way collaborated with nonprofits and organizations to help us reach populations most often underserved and undercounted in the census.

COMPLETE COUNT COMMITTEE Kirsten Abrahamson Robert Doty Myriam Martinez Radia Baxter Adriana Fernandez-Ruffer Nancy Moore Arian Bonetto Jeffrey Fleming Kelli Morse Christy Boudolf Janette Glenn Amanda Nadel Kelsi Brewer Barbara Griffin Jonathan Rauh Gina Cordoba Lucille Hefka Nina Richards Lydia Cotton Vicky Ingalls Ragina Saunders Bradley Davis Stephanie Kelley Madison Tinkle Brian DeRoy 42 KEY STRIDES: WHY ADD THE COMMUNITY EVOLUTION OF COMMUNITY IMPACT SYSTEM SOLUTIONS FRAMEWORK?

Adapted from Stanford Social Innovation Review Article “Community System Solutions Framework Offers an Alternative to Collective Impact Model “– Winter 2020

It more clearly identifies several pathways and various examples of 2014 2015 2015–2016 collaboration that are solving Strategic Learning and Build capacity for Collective Transition year for funding complex social issues Evaluation System (SLES) Impact and create the cycle to allow partners a through the Kindergarten development began. SLES structure. period of adjustment. Readiness, Safety Net Assistance and Healthy Tri-County Networks. 2016–2019 Community Investment Portfolio It is informed by two lines • Basic Needs Support for Links to Success partners of academic research that • Community Engagement Grants focus on: • Collective Impact Investment: Kindergarten Readiness Network • Free Tax Filing Assistance 1. the types of • Program Investment Grants organizations and • Tri-County Reading by Third Project (2017-2019) the integration of their activities 2019–2022 2. the most common Community Investment Portfolio governance structures • Basic Needs Grants of networks. • Community Engagement Grants • Collective Impact Investment: Accelerator Investment Grants • Free Tax Filing Assistance • Program Investment Grants It is not static and allows for • Tri-County Reading by Third Project (2019-2020) changes over time to employ the best opportunities for 2019–2022 success based on resources, Adoption of Community System Solutions Framework, partners and needs. in addition to Collective Impact

43 FINANCIAL IMPACT

Throughout the 2018—2019 fiscal year, Trident United Way mobilized more than $7 million of your investments to make authentic impact in our community through a combination of grants, initiatives and capacity-building tools available to the entire community. Community grants decisions are made by the Trident United Way Board of Directors at the recommendation of a committee of trained community volunteers and independent subject-matter experts.

TOTAL REVENUE & INCOME TOTAL EXPENSES $7,566,054 $9,200,788

12% Y

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N

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79% 16% M 65%

M 16%

O

C

R

U

O

N 5%

I

5% S

T

N

E 2%

M

T

S

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V N I

CAMPAIGN COMMUNITY GRANTS, INITIATIVES AND $5,995,375 CAPACITY BUILDING TOOLS 65%–Program Services $5,972,576 INVESTMENT & OTHER goes directly towards the mission of TUW $1,195,367 12%–Donor-Directed Giving $1,125,850 specific gifts directed by donors to other nonprofits GRANTS RECEIVED BY TRIDENT TOTAL: $7,098,426 UNITED WAY $375,312 SUPPORTING SERVICES 16%–Fundraising $1,454,328 5%–General & Administrative $415,318 *please see the 2018-2019 audited financial statement by visiting www.tuw.org/financial-reports 2%–Building Expenses $232,716 TOTAL: $2,102,362

44 FINANCIAL IMPACT $3,375,176 COMMUNITY INVESTMENTS PORTFOLIO Program & Basic Needs Grants Community Engagement Grants Collective Impact Accelerator Funding-Diabetes Prevention SC Thrive — Thrive Hub with Free Tax Filing Assistance Tri-County Reading by Third Project Healthy Tri-County Kindergarten Readiness Network Safety Net Assistance Network $1,512,562 INTEGRATED SYSTEM DELIVERY TOOLS & RESOURCES 211 Resource Line AmeriCorps TUW’s nearly CharityTrackerTM TUW Resource Connection Centers $7.1 million All are FREE to any community partners & network members community investments $1,125,850 DONOR CHOICE DESIGNATIONS MADE TO SPECIFIC NONPROFITS $825,647 VOLUNTEER ENGAGEMENT & COMMUNITY STEWARDSHIP Day of Action Day of Caring External Volunteer Matching Internal Volunteer Matching Strategic Positioning Survey Analysis $259,191 PUBLIC POLICY Advocacy Activities Public Policy Committee 45 In a year full of challenges, you found opportunities to serve our community in innovative new ways.

Thank you for choosing to LIVE UNITED.

@TridentUnitedWay @TridentUnitedWay @TridentUnitedWay @tridentunitedway www.TUW.org 6296 Rivers Avenue North Charleston, SC