How Lexington Medical Center enhanced its sponsorship and grant management with Optimy
Lexington Medical Center
Lexington Medical Center is a 607-bed teaching hospital in West Columbia, South Carolina, anchoring a health care network that includes five community medical centers and over 8,000 healthcare professionals. With a commitment to holistic well-being, the medical center extends its impact beyond patient care by actively supporting nonprofits through sponsorships and grants — funding 20 to 25 organisations annually.
location: West Columbia, SC, USA | beds: 607 | grants/year: 20–25 organisations
Fragmented tools: Excel, email, mail — and even fax
Sponsorships and grants were historically managed through a patchwork of disconnected methods — spreadsheets, email threads, physical mail, and fax. This fragmented approach created data silos, administrative inefficiencies, and made consistent reporting nearly impossible.
- Sponsorship and grant data scattered across Excel, email, mail, and fax
- No centralized system to aggregate or track philanthropy-related requests
- Paper-based grant process for the 20–25 organisations supported annually
- High administrative burden with no backend data for reporting or oversight
A SaaS platform bringing sponsorships and grants into one digital hub
Lexington Medical Center discovered Optimy and implemented it in two phases: the sponsorship form was deployed first, with the grant form to follow. This phased approach allowed the team to transition from paper-based and manual processes to a fully digital, centralized operation.
- Digital sponsorship intake: Online sponsorship form deployed first, immediately replacing email and fax-based submissions.
- Digital grant process (phased rollout): Grant form implementation underway, replacing the paper-based workflow that supported 20–25 organisations per year.
- Centralized data aggregation: All sponsorship and grant data consolidated in one platform, providing backend insights and streamlining administrative tasks.
- SaaS flexibility for community health: A platform advocated by the Director of Community Health to modernize healthcare philanthropy operations.
From fax to digital — healthcare philanthropy modernized
Lexington Medical Center anticipates significant improvements in the efficiency and effectiveness of both sponsorship and grant processes. The Optimy platform not only aggregates information but also provides actionable backend data — marking a landmark shift in how the center manages its community impact.
607 bed hospital
Leading health system in South Carolina
20–25 orgs/year
Nonprofits supported annually through grants
8,000+ staff
Healthcare professionals across the network
Zero paper/fax
Full digital transition for sponsorship and grants
I've been a strong advocate for using a SaaS solution such as Optimy for a while. The team has been fantastic — always responsive and a pleasure to work with.
Director of Community Health — Lexington Medical Center
A healthcare system replaced Excel, email, and fax with a single digital platform for all sponsorship and grant activity — bringing transparency and efficiency to community philanthropy.
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