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ASHRAE Research & the foundation

The ASHRAE Endowed Research Program, established in 1994, aims to provide perpetual funding for research, scholarships, and ASHRAE projects. By making a minimum contribution of $2,500, donors can support ASHRAE into perpetuity and earn PAOE points, with donations invested by the ASHRAE Foundation. This initiative creates a lasting memorial/honorarium for donors, with multiple donors able to contribute to one named fund. To get started, decide on the endowment amount, complete the Endowed Research Gift form on the private RP page, and mail it to ASHRAE Headquarters. For more information, reach out to Patricia Adelmann, RP Manager.

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ASHRAE Research & the foundation

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  1. Working together to endow the future ASHRAE Research &the foundation

  2. History Began in 1994 Originally envisioned to provide ongoing, endowed support for Research, Scholarships & ASHRAE approved projects Creates a lasting and perpetual source of funding, memorials and honorariums Excellent tool for Chapters & Donors to support ASHRAE into perpetuity

  3. Chapter Investments, Companies or Individuals! Starting an Endowed Research Contribution

  4. How it works … • Minimum contribution of $2,500 • Full amount counts toward RP Goal for Year 1 • Earns PAOE Points for the Chapter • Invested by ASHRAE Foundation • Earns a set 5% interest annually • Part of the overall Foundation Portfolio that is managed by professionals

  5. Then the magic happens

  6. Every year after … in perpetuity … • A donation is given in the donor’s name by Foundation • Donation counts toward RP Goal for Years 2+ • The donor supports RP and the Chapter forever • Principal is never spent and kept in investments

  7. Benefits • Chapter Treasury works for the Chapter, supporting Research • Makes it easier to reach goal every year • Gifts to the Foundation count toward RP Goal • Higher interest rate than most accounts • Hassle free • investment automatically credited by mid-June • Can be built upon every year with annual Chapter contributions

  8. Benefits • Creates a lasting Memorial/Honorarium for a Donor • Can be set up by Chapter, Company, Individual or Group of Donors • Multiple Donors can give to one named Fund • Credit given to everyone, combined into one Fund to build endowment quickly

  9. To get started … • Decide on the amount to Endow • Rule of Thumb: • No more than 50% of Chapter Annual Gift • Other Donors can give as much as they want • Fill out the Endowed Research Gift form • Found on the private RP page • www.ashraerp.com/foundation.html • Mail to ASHRAE Headquarters • c/o Patricia Adelmann

  10. Contact Patricia Adelmann, RP Manager Questions?

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