1. About the ARMA International Educational Foundation www.armaedfoundation.org

2. Can We Talk? Fact Sheet: The ARMA International Educational Foundation (AIEF) Projects Funded by the AIEF Funding the Endowment Types of Giving Roles of Volunteers CFC Campaign

3. About the Foundation Incorporated 1997 from ARMA Scholarship Fund 501 (c) (3) – non-Profit Board of Trustees

4. Mission / Endowment Mission- Provide Funding for Research & Education –Funding available to: Support research addressing critical issues in records and information management Provide education development grants to enhance knowledge, skills, & abilities of practitioners in the field Foster educational initiatives that develop records and information management skills & programs Endowment – Legacy to Build Our Future

5. Projects Funded October 2003 (Boston) –Legal Obstacles to E-mail Destruction October 2004 (Long Beach) –Spoliation & Court Tests of Retention Policies –Rights of Employees & Employers to Personal Computer Stored Data October 2005 (Chicago) –What Sustains the Records and Information Management Program? –RIM Checklist for Mergers, Acquisitions, Divestitures and Closings

6. Chicago Events New Research Projects Presented Scholarship Program Announcement Exciting New Silent Auctions Drawings for free San Antonio Conference Registrations Trading Pin Collections

7. Funding the Endowment ARMA International –Yearly contribution to endowment (end 2004) –(+ supporting administrative costs) ARMA Leadership –Personal commitments ARMA Members –Where are you? So far, not a significant membership base is supporting the endowment Other RIM Professionals –So far small numbers, but important amounts

8. Funding the Endowment Pass-Through Grants –Specified funds for designated projects from chapters, vendors & others Independent Grant Application –The Foundation itself applies for grants to achieve its mission

9. Types of Giving Individual Contributions –Pledges 5/100 or other pledge (certainly, larger contributions are welcome) –Employer Matching Gifts (this is a hidden opportunity, in some cases, for contributors to effectively double their contribution)

10. Types of Giving –Memorial/Honorarium Giving In honor of someone In memory of someone –Estate Planning Beneficiary of insurance Lump sum estate donation Transfer of investment

11. Types of Giving Vendor Partner Contributions –There are a variety of giving opportunities that vendors are just now looking at Five year Commitments Percent of Sales Combination Plans

12. Types of Giving Special Giving – Chapters &/or Regions –Speaker recognition gift (Honorarium) “A contribution to the AIEF Endowment has been made in your name” –Special service gift (Honorarium) In addition to or in place of plaques at the end of service terms, make a contribution to the Foundation endowment in award winner’s name(s) –Chapter/Region scholarship fund For whatever reason, if no one wins your chapter/region’s yearly scholarship, contribute it to the Foundation endowment

13. Types of Giving Special Giving – Chapters &/or Regions –50/50 Monthly meeting drawings Donate the 50% to the Foundation endowment –Chapter/Region Seminar Profits Donate a % to the Foundation endowment Offer vendor sponsorship monies as a Foundation contribution option –Memorial Giving Start a memorial fund and recognition page on the Foundation website for Chapter members as a tribute to their contributions to your chapter and the profession

14. Types of Giving Special Giving – Chapters &/or Regions –Hold a special fundraising event & donate proceeds to the Foundation endowment Silent auction Raffles Casino night Craft fair Social event where a contribution is included in the cost of the event

15. Roles of Volunteers Board of Trustees Chapter Foundation Champions (CFCs) –Make Personal contacts –Make Chapter board recommendations –Submit Chapter Newsletter articles –Add Foundation Website link to Chapter and Region Website –Use Available Resources Website Newsletter Toolkits

16. Regional Meetings Provide informational materials for Chapters Provide raffle tickets for San Antonio Conference Promote CFC Program Ask for Ideas to build endowment

17. Questions? info at “armaedfoundation.org” contacts: –Preston Shimer at 412.___ –Pat Vice at 281.328.4199