1. EMPOWER PERPETUATE GROW LEGACY
NURTURE ENCOURAGE ADVANCE SUSTAIN

2. History
Founded in 1994
The Foundation’s assets are permanently endowed
Endowment distributions evaluated annually
Typically 5% of assets distributed each year
$10,000,000 in assets at the end of 2013

3. Mission Provides permanent funding to support ASHRAE
$3.5 M in scholarship endowments for tomorrow’s HVAC&R engineers
Supports continuing education of HVAC&R engineers in the field
$1.5 M in endowments for research promotion

4. Giving Where does the money come from?
You…majority of Foundation support is from individuals
Gifts of all sizes welcome
Tax advantages of giving
Professional Foundation staff to assist you

5. Scholarships $120,000 awarded in 2013
Scholarships awarded both at Society and Chapter level
$60,000 minimum to endow a chapter scholarship
$100,000 to endow scholarships from individuals, corporations or foundations
Donors can set scholarship selection criteria
Invested by the Foundation’s professional money manager
Scholarship selection overseen by Scholarship Trustees
More information to add

6. ASHRAE Learning Institute
ALI trains HVAC&R engineers
Use traditional instructor-based and self-directed studies
Foundation support allowed ALI to develop online learning module
ALI still needs to charge tuition for materials
Increasing the ALI endowment will expand learning opportunities
More information to add

7. Research Promotion Endowment
Research promotion permits ongoing technical advances
Important projects that advance the profession
Positions ASHRAE as the unsurpassed leader in HVAC&R standards
Endowment relieves pressure for annual fundraising
More information to add

8. Contact Us… Margaret Smith, Foundation Manager /