About theARMA International

Educational Foundation

www.armaedfoundation.org

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

About the Foundation

• Incorporated 1997 from ARMA Scholarship Fund

• 501 (c) (3) – non-Profit

• Board of Trustees

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

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

Chicago Events

• New Research Projects Presented

• Scholarship Program Announcement

• Exciting New Silent Auctions

• Drawings for free San Antonio Conference Registrations

• Trading Pin Collections

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

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

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)

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

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

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

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

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

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

Regional Meetings

• Provide informational materials for Chapters

• Provide raffle tickets for San Antonio Conference

• Promote CFC Program

• Ask for Ideas to build endowment

Questions?

• info at “armaedfoundation.org”

• contacts:

–Preston Shimer at 412.___

–Pat Vice at 281.328.4199