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About the ARMA International Educational Foundation armaedfoundation

About the ARMA 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.

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About the ARMA International Educational Foundation armaedfoundation

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  1. About theARMA InternationalEducational 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

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