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Our Foundation for the Future ARMA International Educational Foundation armaedfoundation

Our Foundation for the Future ARMA International Educational Foundation www.armaedfoundation.org. Your Foundation. What we do and who we are How you can help. Mission. Provide Funding for Research & Education relative to RIM Support research on critical issues

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Our Foundation for the Future ARMA International Educational Foundation armaedfoundation

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  1. Our Foundation for the FutureARMA International Educational Foundationwww.armaedfoundation.org

  2. Your Foundation • What we do and who we are • How you can help

  3. Mission • Provide Funding for Research & Education relative to RIM • Support research on critical issues • Provide education grants to enhance knowledge, skills, & abilities of practitioners • Foster educational initiatives that develop skills & programs

  4. What does this mean? • The ARMA International Educational Foundation’s core business is: • Funding RIM Research • Funding Scholarships for future RIM Professionals • Funding surveys and other educational initiatives

  5. What has Your AIEF Done? • Established a solid governance process • Partnered with ARMA International • Developed a pass through agreement

  6. What has Your AIEF Done? • Funded 7 Research Projects • 2003 • Legal Obstacles to E-mail Message Destruction –John Montana • 2004 • Legal Holds & Spoliation - John Isaza • Access Rights to Business Data on Personally-Owned Computers - John Montana • 2005 • Factors Leading to the Establishment & Support of RIM Programs – Richard Cox

  7. What has Your AIEF Done? • Research Projects (continued) • 2005 • RIM Checklist for Mergers, Acquisitions, Divestitures and Closings – John Phillips • 2006 • Proving the Integrity of a Digital Document Introduced as Evidence – Stephen Mason • Freedom of Information – History, Experience and RIM Implications – USA, Canada and the United Kingdom – Duncan Simpson and Sarah Holsen

  8. What has Your AIEF Done? • Translated “Legal Obstacles to Email Message Destruction” into French & Spanish versions

  9. Website Downloads for Research

  10. What has Your AIEF Done? Scholarship Program • Two awards presented in 2006 - $3,000 each • Application form and details on AIEF Website • Requirement: Student in a Two Year Graduate Program

  11. Outreach Activities • Website • Marketing Plan • Giving Options

  12. Research under contract • Techniques for Identifying and Classifying Personal and Organizational Messaging as Records – Jesse Wilkins • Legal Holds for “Anticipated” Litigation: New Case Developments to Determine Triggering Events – John Isaza • Legal Requirements for Personal Information Privacy and Protection – Virginia Jones

  13. Options for Giving • Endowment • Fund that generates interest income to fund initiatives • Operations • Fund to support marketing, fundraising and administration

  14. Shaping Your Future • Individuals Contributions • Pledges • 5X$100 • Straight pledge • Employer Matching Gifts • A hidden opportunity, in some cases, for contributors to effectively double their contribution

  15. Shaping Your Future • Individuals Contributions • Memorial/Honorarium Giving • In honor of someone • In memory of someone • Planned Giving • Beneficiary of insurance • Lump sum estate donation • Transfer of investment

  16. Shaping Your Future • Regions and/or Chapters • 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 • Contribute to Endowment so more scholarships can be awarded

  17. Shaping Your Future • Regions and/or Chapters • Foundation endowment 50/50 Monthly meeting drawings • Donate the 50% to the Foundation endowment • 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

  18. Shaping Your Futureby Region

  19. Shaping Your Future Our Chapter and Region has contributed to the Foundation in several ways.

  20. Getting the Word Out • Foundation Highlights Newsletter for Donors, Champions and other interested individuals • Silent Auction Donations for Annual ARMA Conference • Volunteers • Chapter Foundation Champions (CFCs) • Board of Trustees • InfoPro Online announcements on research • www.armaedfoundation.org

  21. Questions? • For more information go to www.armaedfoundation.org • Contacts: • Foundation Administrator • Preston Shimer at 412-221-1736 • Foundation Chairman • Susan Whitmire at 423-535-3328

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