SHRM Foundation CLA Orientation Giving Back to the HR Profession April 23, 2014

1. SHRM Foundation CLA OrientationGiving Back to the HR ProfessionApril 23, 2014

2. Agenda • SHRM Foundation Overview • Update on the 2014 Annual Campaign • Your Volunteer Role • Resources • Communications • Frequently Asked Questions • Q & A

3. SHRM Foundation Overview • Nonprofit affiliate of the Society for Human Resource Management (SHRM) • Legally separate, 501(c)(3) organization • Separate Board of Directors and budget • Not funded by SHRM membership dues

4. SHRM Foundation Overview Mission: The SHRM Foundation advances global human capital knowledge and practice by providing thought leadership and educational support; and sponsoring, funding and driving the adoption of cutting - edge, actionable, evidence-based research.

5. SHRM Foundation Overview Programs: • Support researchers who bring us greater understanding of the complexities of HR (research grants) • Assist individuals in their pursuit of greater academic credentials (scholarships) • Create complimentary materials that explain how practitioners can capitalize on the new knowledge that research provides (educational products)

6. Research Grants The SHRM Foundation is the leading funder of HR research. • Provides multi-year grants for high-impact, original HR research • $2.6 million funded since 2007, totaling more than 100 research projects • Relevant, actionable insights for HR practitioners

7. Research Grants Research shows what works and builds HR’s credibility. Broad range of research topics funded: • Healthy Adoption of Mobile Communications • When Talent Loss Poses the Greatest Risk • Best Places to Work: How “Making the List” Impacts the Strength and Sustainability of Subsequent Recruitment and Turnover Outcomes

8. Scholarship Programs We are shaping the future of HR by investing more than $175,000 annually in education and certification scholarships. • $122,500 annually to support SHRM members pursuing a graduate or undergraduate degree or professional certification • 130 awards: 20 education ($2,000 each) and 110 certification ($750 each) • 30 additional certification awards were added for 2014! • Online applications are due July 15 • $55,000 annually for SHRM student members for education or professional certification • Online applications are due November 1

9. Educational Products We offer unmatched knowledge for the benefit of the professional workforce by providing educational products that help HR practitioners become strategic business leaders. Effective Practice Guidelines • Concise summary of emerging trends based on relevant research. • Easy to read; accessible for practitioners • All titles available for complimentary download from the Foundation web site

10. Educational Products DVD Series • Real-world case studies of successful companies, highlighting strategic HR in action • Complete teaching tool with discussion guide and PowerPoint slides • Viewable on the Foundation web site • Pre-approved for certification credit

11. Educational Products Executive Briefings • This series makes research-based knowledge more accessible to  organizational leaders • The briefings summarize relevant human capital research and expert opinion to provide a concise overview of each topic

12. Fundraising: Annual Campaign State & Chapter Leadership Campaigns Major Gifts Council / Leadership Circle Annual Board Commitment Annual Campaign Fundraising Individual Donations Chapter and State Council Donations Corporate Sponsorship / Donations Special Events Give on the Go SHRM Member Renewal Forms In Lieu of Speakers’ Fees In Honor Of / In Memory Of gifts Matching Gifts

13. Fundraising: Organizational Support HR Certification Institute donated $750K in 2013 to support the SHRM Foundation’s operations and programming. SHRM provides significant annual in-kind support to the SHRM Foundation.

14. 2013 Annual Campaign Success 2013 Campaign Total: $1,000,000+ Maintaining our high level of fundraising, in spite of economic trends! Annual Campaign Revenue: 2000 - 2013

15. Annual Campaign Success • Built upon the success of 2012 with increased contributions • 100% participation from the SHRM, SHRM Foundation & HRCI Boards of Directors • The increased success of the annual campaigns allows us to support research and scholarships at higher levels as well as to fund new educational products and other initiatives

16. Thank You, Volunteer Leaders! Chapters and State Councils = 58% SHRM Chapters SHRM State Councils Corporations = 19% Individuals = 23% Individuals Corporate & Organizational Gifts National Special Events (Auctions) Sponsorships

17. 2014 Annual Campaign Status • $88,849 received as of 4/18/2014 • Chapter giving is up 6% from this date last year • State Council giving is down 66%

18. Volunteer Leader Role • Educate • Be a knowledgeable advocate on behalf of the important work the Foundation is doing to shape the future of the workforce • Fundraise • Encourage your Chapter/State Council, your board members and your other members to contribute to our Annual Campaign

19. Educate Your Members Promote the SHRM Foundation • Request and distribute our Annual Campaign Brochure and complimentary educational materials • Write about the Foundation in your newsletters, emails, web sites, blogs & social media. Articles are available from the Volunteer Resources tab on the Foundation web site to copy and paste for inclusion in your communications • Conduct a presentation at a Chapter or Council meeting or event. A downloadable PowerPoint is available from the Volunteer Resources tab. Share our Resources • Provide information about the Foundation’s scholarships, research grants & educational products • Use our DVDs during a Chapter or Council program and download the corresponding PowerPoint presentation from our web site.

20. Fundraising 101 • Cultivation: educate your members about the role of the SHRM Foundation in supporting the HR profession and the resources it provides to do so • Solicitation: lead by example, launch a leadership campaign & hold a fundraising event • Stewardship: thank and recognize your donors

21. Fundraising Checklist • Designate a SHRM Foundation Director as a leadership position on your Board of Directors • Set a fundraising goal for your Chapter or State Council • Make a monetary contribution from the Chapter or State Council funds • Conduct a Leadership Campaign with your board members • Encourage personal giving from individual members • Plan a special fundraiser or event • Make it easy to donate by providing brochures and donation forms • Participatein quarterly CLA conference calls to receive updates, learn from your peers and hear fundraising ideas

22. Fundraising Ideas • Invite a speaker from the SHRM Speakers’ Bureau • Hold a silent auction • Organize a local run/walk/bike race • Host a wine tasting • Designate a SHRM Foundation month • Offer incentives to members that donate (ribbons, pins, Digital Honor Roll, etc.) • Organize other fun events like karaoke or bowling

23. Fundraising Ideas *Newly Designed for 2014* • Launched last year at the 2013 SHRM Annual Conference • New mobile infrastructure • New access and features for chapters and state councils!

24. Annual Campaign Resources • SHRM Foundation web site: http://www.shrmfoundation.org (click the Volunteer Resources tab on the top-right) • Always start with the “Volunteer Success Guide” • Fundraising • Donation Form • Best Practices • Innovative Ideas • Auction Information • Submit Fundraising Ideas • FAQs on Submitting Donations • Fundraising Reports – Sorted by Region, Then by State • Volunteer Leaders’ Resource Center • SHRM Foundation Staff

27. Find the SHRM Foundation volunteer resources in the Volunteer Leaders’ Resource Center: www.shrm.org/vlrc under Core Leadership Areas. • Webinar schedule • DVD series • Fundraising ideas • Newsletter articles and presentations • Foundation scholarships • Staff contacts

28. Communications • Quarterly Core Leadership Area (CLA) webinars • Monthly regional newsletters • Social Media updates on Facebook and Twitter (@SHRMFoundation) • Regional team members - contact your Regional Administrator to be certain you are listed in the SHRM database as a CLA Leader • Membership Advisory Council members

29. Frequently Asked Questions • Where do I mail the donation? SHRM Foundation P.O. Box 79116 Baltimore, MD 21279-0116 • Who should checks be made payable to? • “SHRM Foundation” • Include your Chapter or Council’s full name (no abbreviations), mailing address & Chapter number for Chapter donations • Do you accept credit cards? • Yes. Visa, MasterCard & American Express • Please include a completed SHRM contribution form with all credit card donations • Do you accept online donations? • Yes, at http://www.shrmfoundation.org. If using a personal credit card on behalf of a Chapter or State Council, please communicate this clearly in the “Additional Explanation” field

30. Ensuring the Donation is Credited Properly SHRM Foundation must abide by Government and IRS regulations • Acknowledgement Letters: • Sent via snail mail to whomever made the donation—generally, the printed name on the check • This individual receives the acknowledgement letter and appears in reports throughout the campaign year • For donations made directly from Chapter or Council funds, these letters will be sent to the Chapter Presidents and State Council Directors.

31. Submitting Multiple Donations Multiple Individual Gifts Above $25 • If you are sending several donations together, make sure that there is a separate contribution form for EACH donation being sent (this applies to checks and credit cards) • The individuals will receive the acknowledgement letter and recognition.

32. Submitting Multiple Donations Multiple Individual Gifts Under $25 • Smaller donations should be made payable to your Chapter or State Council and deposited to your account, after which one check should be written from your Chapter or State Council bank account. Please do not send cash to the Foundation • The Chapter or State Council will receive the acknowledgement letter and recognition for this contribution, not the individuals.

33. SHAPE/Foundation Champions

34. SHAPE/Foundation Champions

35. Shaping the Future of HR More information is available online: www.shrmfoundation.org/ Questions? Michael Ressegue Development Coordinator michael.ressegue@shrm.org Looking for Resources to be Sent to You? Elissa Soares Foundation Administrator elissa.soares@shrm.org