1 Our Foundation for the Future ARMA International Educational Foundation

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

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

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

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

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

7 What has Your AIEF Done?  Research Projects (continued) RIM Checklist for Mergers, Acquisitions, Divestitures and Closings – John Phillips RIM Checklist for Mergers, Acquisitions, Divestitures and Closings – John Phillips Proving the Integrity of a Digital Document Introduced as Evidence – Stephen Mason 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 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 Message Destruction” into French & Spanish versions

9 Website Downloads for Research

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

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

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

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

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

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

16 Shaping Your Future Regions and/or Chapters Regions and/or Chapters Speaker recognition gift (Honorarium) Speaker recognition gift (Honorarium) “A contribution to the AIEF Endowment has been made in your name” “A contribution to the AIEF Endowment has been made in your name” Special service gift (Honorarium) 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) 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 Chapter/Region scholarship fund Contribute to Endowment so more scholarships can be awarded Contribute to Endowment so more scholarships can be awarded

17 Shaping Your Future Regions and/or Chapters Regions and/or Chapters Foundation endowment 50/50 Monthly meeting drawings Foundation endowment 50/50 Monthly meeting drawings Donate the 50% to the Foundation endowment Donate the 50% to the Foundation endowment Memorial Giving 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 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 Future by 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 Foundation Highlights Newsletter for Donors, Champions and other interested individuals Silent Auction Donations for Annual ARMA Conference Silent Auction Donations for Annual ARMA Conference Volunteers Volunteers Chapter Foundation Champions (CFCs) Chapter Foundation Champions (CFCs) Board of Trustees Board of Trustees InfoPro Online announcements on research InfoPro Online announcements on research

21 Questions? For more information go to For more information go to Contacts: Contacts: Foundation Administrator Foundation Administrator Preston Shimer at Preston Shimer at Foundation Chairman Foundation Chairman Susan Whitmire at Susan Whitmire at