2023 Smith Giving Report

54 YEARS OF GIVING

2023

SMITH GIVING REPORT FOUNDATION GRANTS • SPONSORSHIPS • IN-KIND DONATIONS • VOLUNTEERISM

FOUNDATION GRANTS • SPONSORSHIPS • IN-KIND DONATIONS • VOLUNTEERISM

TABLE OF CONTENTS Message / Executive Team

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Smith’s Commitments

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Giving Highlights

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Mary Smith Conover Award

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Smith Giving by the Numbers

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Our Agents Commitment

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Smith’s Approach to Giving

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Giving Pillars

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Our Impact

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Local Heart 2023 Grant Award Recipients Prior Grant Award Recipients

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“Alone, we do so little; Together we do so much.”

-Helen Keller

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Robert Glaser

Katie Glaser

David Moyer Drew Glaser

MESSAGE FROM EXECUTIVE TEAM

Chad Glaser

“Our success is measured not just by sales growth and volume but also in how we can contribute to making Tampa Bay, our home, a better place to live and grow. The Smith Giving Program ensures that our legacy of giving continues.”

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Phil Price

54 $1.9M YEARS OF GIVING

TOTAL GRANTS, SPONSORSHIPS AND IN-KIND GIFTS

140+ 31K+ NON PROFIT PARTNERS

TIME & TALENT HOURS

SMITH’S COMMITMENT Smith has a 54-year legacy of giving back to the Tampa Bay communities. Smith has donated to a wide range of causes and organizations, gratefully giving back to the community and helping to make Tampa Bay a better place to live.

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10 YEARS OF GIVING HIGHLIGHTS

2014 $100K Sponsorship Pledge to the USF Foundation

2018 $30K Sponsorship Pledge to the Studio@620

2019 $25K Sponsorship Pledge to the St. Pete Pier

2020 $100k Initial Endowment to Establish the Smith & Associates Real Estate Foundation with the Community Foundation Tampa Bay

2021

$150k Foundation Grants to 29 Tampa Bay Non-Profits $70K 3-Year Grant to Tampa Arts Alliance

2022

$148k Foundation Grants to 19 Tampa Bay Non-Profits

2023

$50k, 2-Year Grant to Florida Museum of Photographic Arts $60k Grant to Arts Conservatory for Teens 6

MARY SMITH CONOVER AWARD SMITH’S COMMUNITY SERVICE AWARD The highest honor we can bestow on our employees is the Mary Smith Conover Award. This award is given annually to the agent who is most involved in his/her community. To us, our greatest accomplishment is not the number of homes we sell or the records we set, it’s the impact we make in the community. The award is given to the associate whose philanthropic efforts stood out for the year. The Mary Smith Conover Citizen Award honors the founder of Smith & Associates Real Estate and keeps the philanthropic intention at the forefront for every associate.

2023 WINNERS Doug & Nancy Wood

PAST WINNERS Anne Mullis Becky Slocum B-G Holmberg Brandi Gabbard Carolyn Robinson Cindy Hendriks Cindy Richards Cynthia Serra Debbie Momberg Dina Sierra Smith Ed Gunning Isabel Caruso Janet Mendez Jim Walters Julie Lux Lee Stratton Mary Smith Conover Founder Smith & Associates Real Estate

Linda Hallgren Mary Esther Parker Mary Kelly Mary Pond Mike Barrett Paul Hendriks Rick Miller Robert Anderson Stephen Gay Tia Hockensmith Traci Burns Vicki Arthur Vivian Hunsucker Wilma Martin David Moyer

2023 SMITH GIVING BY THE NUMBERS Smith and Associates’ community giving program is designed to build strong partnerships with non-profit organizations, civic organizations, and other local organizations that are striving to make a difference, focusing on: Volunteerism, Sponsorships, and In-Kind Donations.

OVER

1,000

VOLUNTEER HOURS AT NON-PROFIT ORGANIZATIONS BY SMITH STAFF & ASSOCIATES ACROSS TAMPA BAY

OVER

$250K IN SMITH FOUNDATION GRANTS

OVER

$160K

SMITH & ASSOCIATES REAL ESTATE SPONSORSHIPS & INKIND DONATIONS

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OUR AGENTS’ COMMITMENT TO THEIR COMMUNITY Smith & Associates Real Estate is the largest locally owned independent real estate brokerage in Tampa Bay and has been deeply involved in the community since 1969. For over fifty years, we have been committed to our mission of positively impacting the community in an ongoing active effort to make Tampa Bay a better place to live and grow. With a focus on empowering and uplifting diversity, equality, and access, we strive to be a responsible corporate organization by recognizing our ability and responsibility to improve our communities’ environmental, social, and economic conditions.

Becoming the industry leader in real estate is a result of our commitment to serving every client with expertise, respect, and offering an exceptional and enjoyable customer experience.

We attract the finest professionals in the industry who are deeply embedded in the community. Our agents set us apart - their knowledge, commitment to integrity, and responsiveness to client needs are a symbol of how much they care. From supporting a thriving local arts scene to headlining major causes, the staff and associates of Smith & Associates Real Estate participate with passion.

When you work with a nationally recognized company that’s more like a big family, the experience will be one to remember. Good things happen when you add a little personality to exceptional listings, innovative marketing, and advanced technology.

With local roots, global reach, and a collaborative approach, our love for Tampa Bay shines through in everything we do.

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54 YEARS OF GIVING

OUR APPROACH TO COMMUNITY GIVING Smith & Associates Real Estate community giving program is designed to build strong partnerships with non-profit organizations, civic organizations, and other local organizations that are striving to make a difference across Tampa Bay. Our giving program focuses on five elements: 1. Charitable giving and in-kind donations to non-profit organizations and community institutions.

This support is provided through Smith sponsorships and Smith marketing.

2. Grants to non-profit organizations Our grant funding strategy focuses on supporting non-profit organizations that align with Smith’s three giving pillars: • • •

Housing Community Vibrancy Positive Education and Mental Well-Being

This support is provided through the Smith & Associates Real Estate Foundation, a donor guided fund established under Community Foundation Tampa Bay.

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OUR APPROACH TO COMMUNITY GIVING CONT’D 3. Involvement in local civic, arts, and cultural organizations We value the efforts of our sales associates and employees to give back to the causes and organizations that are meaningful to them. To support their passions and dedication, we look to align donations to these non-profit organizations where possible and to provide support for volunteer engagements

4. Involvement in local civic, arts and cultural organizations Smith & Associates sales associates and employees have a passion for engaging directly with local civic organizations with their time and talents. By serving on committees and boards they use their unique skills and experiences to effectively collaborate and create solutions that help empower these organizations to achieve more.

5. Inspiring Philanthropy Charitable giving is more than just a way to strengthen our communities and support causes dear to our hearts. Philanthropy is a central part of Smith’s mission, values, and legacy. We strive to ensure this legacy is strengthened and expanded by inspiring others to engage directly in their communities to drive positive impacts and outcomes.

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GIVING PILLARS HOUSING To improve safe, diverse, sustainable housing options and access in the Tampa Bay region. These projects will include support of low-income housing, special needs housing, rental assistance programs and homeless shelters.

COMMUNITY VIBRANCY To improve local communities through access and appreciation of arts and the diversity of culture; flourishing local environmental resources; and collaboration among residents. These types of projects will include arts and culture projects to engage the community and celebrate its diversity; resiliency and environmental sustainability enhancements; and local community-based projects for community improvement and increased inclusion.

POSITIVE EDUCATION + MENTAL WELL-BEING Promoting diverse and inclusive environments that meet individuals where they are developing and emphasize growth and mental wellness mindset in encouraging them to connect with their passions and potential, cope with the normal stresses of life, and progress in their academic and work careers.

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OUR IMPACT “Smith & Associates has been a major sponsor of The Studio@620 for over 5 years. Smith’s monetary and in-kind support has been instrumental in The Studio@620 pursuing its mission.

From hosting fundraising events to leadership through the Board of Directors, they’ve been a true benefactor for our organization.”

- The Studio@620

“On behalf of the Arts Conservatory for Teens (ACT) and the thousands of students and families, we are grateful to serve and impact, thank you so much. Smith & Associates Real Estate Foundation is a beacon of light and hope. Your organization and its leadership exemplify love, compassion, and inclusion for all humanity. The Arts Conservatory for Teens’ strategic focus is to provide access to high-quality transdisciplinary education in preparation for the workforce, namely the creative workforce (i.e. performing and visual arts, and creative technology) to students who otherwise would not have an opportunity to experience pre-professional training from top professionals in various disciplines in the creative workforce. Because of the generosity of your organization, our students are afforded access to discover a clear pathway to career success. You make a difference daily in the life of our students and we are deeply grateful that you chose to support the Arts Conservatory for Teens (ACT) mission and its expansion in response to the increased demand for our curriculum.”

- Dr. Alex Harris, Cofounder, and President/CEO 14

“The monetary and advisory support offered by Smith & Associates Real Estate Foundation since our inception has allowed the Tampa Arts Alliance to establish itself as a positive force in Tampa Bay’s artistic renaissance within a very short time. Initially the primary focus of the Alliance was to spotlight the arts in Tampa which has built momentum for cultural investment throughout the city, in both the public and private realms. As we continue this work, the Foundation is supporting an initiative to deepen regional relationships to share best practices and resources. This big picture commitment to Tampa Bay’s vibrancy is one reason the Smith & Associates Real Estate Foundation is an appreciated leader.”

- Michele Smith, Executive Director “Big Brothers Big Sisters of Tampa Bay has a mission to create and support one-on-one mentoring relationships that help youth achieve their full potential. In 2021, BBBS matched 2,100 children with adult mentors; and their goal for 2022 is to match 2,600 children. For the last 12 years, Smith & Associates has been sponsoring an Autumn Pumpkin Party for the “matches”.

This is an opportunity for the big and little brothers and sisters to spend a carefree afternoon carving pumpkins and creating jack-o’-lanterns, playing games, having lunch, and engaging in other fun activities. They even have a chance to “play” music with Noisemakers, a very unique band designed for kids and led by Gabe Whitney. The “Bigs” tell us every year that the Pumpkin Party is their favorite event of the year. And we are so happy to be part of it!”

- Isabel Caruso, Big Sister / Smith & Associates Real Estate 15

LOCAL HEART 2023 GRANT RECIPIENTS ORGANIZATION

WEBSITE

FOUNDATION PILLAR

Arts Conservatory for Teens

artsconservatoryforteens.org

Community Vibrancy, Positive Education + Mental Well-Being

Best Buddies International

bestbuddies.org

Community Vibrancy, Positive Education + Mental Well-Being

Chapters Health Foundation

chaptershealth.org

Positive Education + Mental Well-Being

Community Stepping Stones

communitysteppingstones.org

Positive Education + Mental Well-Being

Community Tampa Bay

communitytampabay.org

Positive Education + Mental Well-Being

Cornerstone Family Ministries

cornerstonefamilyministries.org

Positive Education + Mental Well-Being

Cove Behavioral Health

covebh.org

Housing

Crisis Center of Tampa Bay

crisiscenter.com

Positive Education + Mental Well-Being

Florida Dream Center

floridadreamcenter.org

Community Vibrancy

Grow Into You Foundation

growintoyoufoundation.org

Housing, Positive Education + Mental Well-Being

MacFarlane Park Elementary Magnet School PTA

hillsboroughschools.org/ macfarlanepark

Community Vibrancy, Positive Education + Mental Well-Being

Metro Inclusive Health

metrotampabay.org

Housing

Palladium Theater St. Petersburg college

mypalladium.org

Community Vibrancy

St. Petersburg Free Clinic

stpetersburgfreeclinic.org

Housing

Tampa General Hospital Foundation

www.tgh.org/ foundation

Community Vibrancy

Temple Beth-El of St Petersburg

templebeth-el.com

Community Vibrancy

The Phoenix

thephoenix.org

Positive Education + Mental Well-Being

Voices for Children of Tampa Bay

vfctampabay.org

Community Vibrancy, Positive Education + Mental Well-Being

Warrior Outdoor Leadership for the Future

sofwolf.org

Positive Education + Mental Well-Being

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LOCAL HEART PRIOR GRANT RECIPIENTS ORGANIZATION

CONTACT

FOUNDATION PILLAR

Abe Brown Ministries, Inc.

Robert Blount robert.blount@abebrown.org

Housing Positive Education + Mental Well-Being

Academy Prep Center of Tampa, Inc.

Maggie McCleland mmccleland@academyprep.org

Positive Education + Mental Well-Being

Bay Area Chamber Foundation

Jocelyn Howard jhoward@growsmarterstpete.com

Community Vibrancy

Champions for Children, Inc.

Jonathan Goodman jgoodman@cfctb.org

Positive Education + Mental Well-Being

Community Tampa Bay, Inc.

Kamila Khasanova kamila@communitytampabay.org

Positive Education + Mental Well-Being

Cove Behavioral Health, Inc.

Deanna Obregon deannao@covebh.org

Housing

Dawning Family Services

Tammi Casagni tcasagni@dawningfs.org

Housing

First Step Foundation, Inc.

Richard Taggart Coley SR rcoley@srallc.com

Positive Education + Mental Well-Being

Florida Museum of Photographic Arts

Dr. Zora Carrier zora@fmopa.org

Community Vibrancy Positive Education + Mental Well-Being

Good Samaritan Church of Pinellas Park, Inc.

Sarah C Butz sarahdesign@yahoo.com

Positive Education + Mental Well-Being

Habitat for Humanity of Pinellas & W Pasco Counties

Sean King sking@habitatpwp.org

Housing

Healthy Start Coalition of Pinellas

Mary Jo Plews, LCSW mjplews@healthystartpinellas.org

Positive Education + Mental Well-Being

Hillsborough House of Hope

Janet Stanley jstanley@hhhopefl.org

Housing

Human Development Center, Inc.

Nicole Smith nsmith@hdcinc.org

Housing Positive Education + Mental Well-Being

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I Matter Too Corp

Stacia Hepburn stacia.hepburn@imattertoo.com

Positive Education + Mental Well-Being

LiFT, Inc.

Beatriz Maxson bmaxson@liftfl.org

Positive Education + Mental Well-Being

Mary Lee's House

Jennifer Kuhn jkuhn@maryleeshouse.org

Positive Education + Mental Well-Being

Metropolitan Ministries

Gordana Krone gordana.krone@metromin.org

Housing

Museum of Fine Arts of St. Petersburg, Inc.

Craig Badinger cbadinger@mfastpete.org

Community Vibrancy Positive Education + Mental Well-Being

New Life Village

Spiros Kapsaskis spiros@newlifevillage.org

Positive Education + Mental Well-Being

PACE Center for Girls Pinellas

Heidi Hugh heidi.hugh@pacecenter.org

Positive Education + Mental Well-Being

Pinellas Education Foundation

Elizabeth Szostak elizabeth.szostak@pinellaseducation.org

Positive Education + Mental Well-Being

Reach Services, Inc.

Alexia Morrison alexia@reachstpete.org

Housing

Rebuilding Together Tampa Bay

Justin Cole justin@rttb.org

Housing

Seniors in Service of Tampa Bay, Inc.

Alisa Williams awilliams@seniorsinservice.org

Positive Education + Mental Well-Being

St. Petersburg Free Clinic, Inc.

Chloe Haynes chaynes@thespfc.org

Housing

St. Petersburg Warehouse Arts District, Inc.

Danielle Garcia danielle.garcia@warehouseartsdistrictstpete.org

Community Vibrancy

St. Vincent de Paul Community Kitchen and Resource Center

Christine Bond christine@svdpclearwaterfl.org

Housing Positive Education + Mental Well-Being

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FOUNDATION GRANTS • SPONSORSHIPS • IN-KIND DONATIONS • VOLUNTEERISM

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