Your Foundation for the Future ARMA International Educational Foundation armaedfoundation

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

2. Your Future - Your Foundation • What we do • Why it’s important • Who we are • How you can help

3. Mission • Provide funding for research, education and scholarship to support the future of our profession • Support research on critical issues • Provide education grants to enhance knowledge and skills • Foster educational initiatives that develop the profession

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

5. A Little History • Founded in 1997 • Established a solid governance process • Partnered with ARMA International via a pass through agreement

6. A Story of Success with Much Left to Achieve

7. What has Our Foundation Done? • Funded 9 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

8. What has Our Foundation 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

9. What has Our Foundation Done? • Research Projects (continued) • 2007 • 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

10. What has Our Foundation Done? • Translated “Legal Obstacles to Email Message Destruction” into French & Spanish versions

11. Website Downloads for Research

12. What has Our Foundation Done? Scholarship Program • Two awards presented in 2006 - $3,000 each • Two awards presented in 2007 - $3,000 each • Requirement: Student in a Two Year Graduate Program • Application form and details on AIEF Website

13. Resources and Outreach Activities • Website • Marketing Plan • Options for Giving

14. Research under contract • Legal Requirements for Personal Information Privacy and Protection – Virginia Jones

15. Shaping and Securing the Future of Our Profession

16. Funding Destinations • Endowment • Fund that generates interest income to fund initiatives • Operations • Fund to support marketing, fundraising and administration

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

18. Shaping Our Future • Individual Legacy Contributions • Memorial/Honorarium Giving • In honor of someone • In memory of someone • Planned Giving • Beneficiary of insurance • Lump sum estate donation • Transfer of investment

19. Shaping Our Future • Group: 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

20. Shaping Our Future • Group: 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

21. Shaping Our Futureby Region

22. Shaping Our Future – Southeast Region • Strengths • Chapter Raffle Proceeds • Atlanta • Speaker Honorariums • Chattanooga - Fred Diers &  Rae Cogar • Memorial Gifts • Nashville Music City – Charles Hughes & Margaret Shea • Birmingham – Phyllis Parker • Palm Beach – Heath Guy

23. Shaping Our Future – Southeast Region • Strengths • Silent Auction Donations • Atlanta • Florida Gulf Coast • Greater Chattanooga • Susan Whitmire

24. Shaping Our Future – Southeast Region • What’s missing? • Contributions to the Endowment • Six individuals in the region contribute • What can be done to improve this?

25. Shaping Our Future – Southeast Region • Chapter Foundation Champions • Atlanta – Mary King • Greater Chattanooga – Susan Whitmire • Gulf Coast/Tampa – Kim Ingram • Jacksonville – John Lazuk • Music City/Nashville – Leah Cothern • Puerto Rico – Nohelis Arias

26. Shaping Our Future – Southeast Region • Chapters Without Foundation Champions • Birmingham • Memphis/MidSouth • Orlando • Palm Beach/Treasure Coast

27. Growth of Our Endowment Average yearly percentage increase since 2001 is 46%!

28. Where Do Your Pledge, Memorial, Planned Giving or Endowment Contributions Go? 100% of your Pledges, Memorials, Planned Giving or Endowment Contributions go directly to the Foundation's Endowment Fund!

29. We Need Your Help! 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

30. 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

31. It’s Our Profession!It’s Our Future!It’s Our Foundation!Be a part of the Foundation and be a part of the future