Giving Back to the HR Profession Update from the SHRM Foundation

SHRM Foundation Update Fundraising – 2009 Annual Campaign –Results, Trends, Recognition Programmatic Update –Research Grants –Scholarship Programs –Educational Products Fundraising – 2010 Annual Campaign –4 Ways Your State Council Can Support the Foundation

Fundraising Challenges Since mid-2008, fundraising has been “extraordinarily difficult” Stock market bouncing up and down Personal income is flat Consumer confidence is shaky Donors are wary Charitable giving in 2008 declined from 2007 levels – first decline in more than 50 years (Giving USA Foundation) Survey on philanthropy climate: confidence in summer 2009 at “historic lows” (Center on Philanthropy) 93% of charity leaders said their organizations are feeling the effects of the economy (Bridgespan Group)

Annual Campaign Success! Success in 2008: Annual Campaign increased 7% over Success in 2009: Exceeded goal by $3,300! 2009 Goal = $742, Actual = $745,949 Maintaining our high level of fundraising, in spite of economic trends! Annual Campaign Revenue:

State Council Participation in 2009 Annual Campaign Participation100% Cash donation 98% Total = $110,641 94% Total = $116,221 In-kind donation to national silent auctions 96% Total = $14,352 84% Total = $18,063 Thank you for your continued and increased support!

ALL-STARS: TOP TEN STATE COUNCILS Alabama SHRM State Council$ 9,250 Garden State Council SHRM$ 9,134 Arizona SHRM State Council$ 8,975 HR Florida$ 8,345 Maryland SHRM State Council$ 6,500 Oklahoma SHRM State Council$ 6,230 North Carolina SHRM State Council $ 5,215 Kansas SHRM State Council$ 5,139 Arkansas SHRM State Council$ 5,041 Kentucky SHRM State Council$ 4,858

ALL-STARS: “Most Improved” STATE COUNCILS 25 State Councils increased their monetary donations over 2008 levels. Thank you! “Top Ten”: Maryland SHRM State Council Utah SHRM State Council Colorado SHRM State Council Arkansas SHRM State Council Illinois SHRM State Council Minnesota SHRM State Council Alabama SHRM State Council Texas SHRM State Council New Hampshire SHRM State Council Garden State Council SHRM

Positive Trends Chapters and State Councils maintained strong levels of support – contributing nearly $462,000 in 2009 (62% of the Annual Campaign total). –This is down only 2% from the 2008 record high donation of $470,000 –This is up almost 5% from the 2007 donation of $441,000. Individual donations increased by 26% over 2008, from $128,000 in 2008 to a record high of almost $162,000. –More individual donors than at any other point in Foundation history. Corporate gifts and sponsorships have increased 29% since 2007 – from $62,000 to $80,000.

Your support enables the SHRM Foundation to  Support researchers who bring us greater understanding of the complexities of HR (academic research grants)  Assist individuals in their pursuit of greater academic credentials (scholarship programs)  Create materials that explain how practitioners can capitalize on the new knowledge that research provides (educational products) SHRM Foundation Programs

Research Grants The SHRM Foundation is the leading funder of HR research.  Provides multi-year grants for high-impact, original HR research  $2.3 million funded since 1996, more than 100 research projects  Relevant, actionable insights for HR practitioners  Broad range of research topics, including: –Managing Global Talent –Employee Engagement –Dynamic Competencies in Global Leaders –Retention of an Older Workforce –Making Virtual Teams More Effective

Research Highlights Brochure  “Research Highlights Brochure” has summaries of recently completed, SHRM Foundation-funded research studies  Presents key findings and implications for practice for HR practitioners. Research shows what works and builds HR’s credibility.

Scholarship Programs The SHRM Foundation awards more than $150,000 annually in scholarships.  $100,000 annually to support SHRM members pursuing a graduate or undergraduate degree or professional certification. –Online Application available in late March –Applications are due July 15  $50,000 annually for SHRM student members for education or professional certification –Online Application; applications are due October 15

Educational Products Effective Practice Guidelines Concise summary of what’s known based on research. Easy to read; accessible for practitioners DVD Series Complete teaching tool with discussion guide and powerpoint slides Real-world case studies of successful companies, highlighting strategic HR in action Educational products identify emerging trends and help HR practitioners become strategic business leaders

Support the 2010 Annual Campaign 1.Submit a Pledge Form 2.Conduct a Leadership Campaign 3.Donate an Item to the Silent Auction 4.Use the Resources on the Web

1. Submit a Pledge Form Majority of revenue is received in 4 th quarter  GOAL = Secure pledges or gifts from 40% of State Councils (and 20% of chapters) by June 30. Submit your 2010 State Council pledge form. Q1Q2Q3Q4 State Councils $7,829$18,223$15,400 $69,189 7%16%14% 63% Overall Campaign $76,603$130,212$116,564 $415,907 10%18%16% 56%

2. Conduct a Leadership Campaign “Lead by Example” Demonstrate your commitment to the SHRM Foundation’s mission and programs and your leadership within the HR profession. GOAL = Secure 100% participation in the campaign among State Council Directors … and all State Council board members and Chapter board members.

3. Donate a Silent Auction Item GOAL = Raise $70,000 from silent auctions –Annual Conference (Partners Reception) –Online Auction –Leadership Conference New, unique and unusual items will add variety and energize our guests! –Packages: Wine-Lovers’, Sports Fan, Dream Kitchen, and more! –Donate by April 16, 2010

4. Use the Web Resources “ Fundraising 101” two-part series Powerpoint presentation about the SHRM Foundation Newsletter articles to cut-and-paste Champions program requirements Guide on how to run a Silent Auction Request an iPod Shuffle to use at your state conference fundraiser DVDs, Effective Practice Guidelines, Scholarship application information Fundraising reports by region and state

Support the SHRM Foundation As you reflect on the many causes and organizations worthy of your charitable contributions, please consider giving back to your profession through your support of the SHRM Foundation. –Donations are accepted during the Summit – receive a “Foundation Donor” ribbon! –Donations of $25 or more will be recognized in the Foundation’s annual “Honor Roll” report

Investing in the Future of HR More information is available online: Read summaries of funded research Learn how to apply for a scholarship Download your free reports …and much more! Laurie Perry