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Our Foundation for the Our Foundation for the FutureFuture

ARMA International Educational FoundationARMA International Educational Foundation

www.armaedfoundation.orgwww.armaedfoundation.org

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What we do and who we areWhat we do and who we are How you can help How you can help

Your FoundationYour Foundation

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MissionMission Provide Funding for Research & Provide Funding for Research &

EducationEducation relative to RIM relative to RIM Support researchSupport research on critical issues on critical issues

Provide education grantsProvide education grants to enhance to enhance knowledge, skills, & abilities of practitioners knowledge, skills, & abilities of practitioners

Foster educational initiativesFoster educational initiatives that develop that develop skills & programsskills & programs

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What does this mean?What does this mean? The ARMA International Educational The ARMA International Educational

Foundation’s core business is:Foundation’s core business is: Funding RIM Research Funding RIM Research Funding Scholarships for future RIM Funding Scholarships for future RIM

ProfessionalsProfessionals Funding surveys and other educational Funding surveys and other educational

initiativesinitiatives

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What has Your AIEF Done?What has Your AIEF Done?

Established a solid governance Established a solid governance processprocess

Partnered with ARMA InternationalPartnered with ARMA International Developed a pass through Developed a pass through

agreement agreement

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What has Your AIEF Done?What has Your AIEF Done? Funded 7 Research ProjectsFunded 7 Research Projects

• 20032003• Legal Obstacles to E-mail Message Destruction –Legal Obstacles to E-mail Message Destruction –

John MontanaJohn Montana• 2004 2004

• Legal Holds & Spoliation - John IsazaLegal Holds & Spoliation - John Isaza• Access Rights to Business Data on Personally-Access Rights to Business Data on Personally-

Owned Computers - John MontanaOwned Computers - John Montana• 20052005

• Factors Leading to the Establishment & Support of Factors Leading to the Establishment & Support of RIM Programs – Richard CoxRIM Programs – Richard Cox

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What has Your AIEF Done?What has Your AIEF Done? Research Projects (continued)Research Projects (continued)

• 20052005• RIM Checklist for Mergers, Acquisitions, RIM Checklist for Mergers, Acquisitions,

Divestitures and Closings – John PhillipsDivestitures and Closings – John Phillips• 20062006

• Proving the Integrity of a Digital Document Proving the Integrity of a Digital Document Introduced as Evidence – Stephen MasonIntroduced as Evidence – Stephen Mason

• Freedom of Information – History, Experience Freedom of Information – History, Experience and RIM Implications – USA, Canada and the and RIM Implications – USA, Canada and the United Kingdom – Duncan Simpson and Sarah United Kingdom – Duncan Simpson and Sarah HolsenHolsen

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What has Your AIEF Done?What has Your AIEF Done?

Translated “Legal Obstacles to Email Translated “Legal Obstacles to Email Message Destruction” into French & Message Destruction” into French & Spanish versionsSpanish versions

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Website Downloads for ResearchWebsite Downloads for Research

10% 1%

64%

6%

4%6%

5% 4%

Legal Obstacles -Eng

Legal Obstacles -Spanish

Legal Holds &Spoliation

Access Rights

Factors Leading

RIM Checklist

Freedom of Info

Proof of Elec

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What has Your AIEF Done?What has Your AIEF Done?Scholarship ProgramScholarship Program

Two awards presented in 2006 - $3,000 Two awards presented in 2006 - $3,000 eacheach

Application form and details on AIEF Application form and details on AIEF WebsiteWebsite

Requirement: Student in a Two Year Requirement: Student in a Two Year Graduate ProgramGraduate Program

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Outreach ActivitiesOutreach Activities

WebsiteWebsite Marketing PlanMarketing Plan Giving OptionsGiving Options

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Research under contractResearch under contract Techniques for Identifying and Classifying Techniques for Identifying and Classifying

Personal and Organizational Messaging as Personal and Organizational Messaging as Records – Jesse WilkinsRecords – Jesse Wilkins

Legal Holds for “Anticipated” Litigation: Legal Holds for “Anticipated” Litigation: New Case Developments to Determine New Case Developments to Determine Triggering Events – John IsazaTriggering Events – John Isaza

Legal Requirements for Personal Legal Requirements for Personal Information Privacy and Protection – Information Privacy and Protection – Virginia JonesVirginia Jones

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Options for GivingOptions for Giving EndowmentEndowment

Fund that generates interest income to Fund that generates interest income to fund initiativesfund initiatives

Operations Operations Fund to support marketing, fundraising Fund to support marketing, fundraising

and administration and administration

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Shaping Your FutureShaping Your Future Individuals ContributionsIndividuals Contributions

PledgesPledges 5X$100 5X$100 Straight pledgeStraight pledge

Employer Matching GiftsEmployer Matching Gifts A hidden opportunity, in some cases, A hidden opportunity, in some cases,

for contributors to effectively double for contributors to effectively double their contributiontheir contribution

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Shaping Your FutureShaping Your Future Individuals ContributionsIndividuals Contributions

Memorial/Honorarium GivingMemorial/Honorarium Giving In honor of someoneIn honor of someone In memory of someoneIn memory of someone

Planned GivingPlanned Giving Beneficiary of insuranceBeneficiary of insurance Lump sum estate donationLump sum estate donation Transfer of investmentTransfer of investment

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Shaping Your FutureShaping Your Future Regions and/or ChaptersRegions and/or Chapters

Speaker recognition gift (Honorarium) Speaker recognition gift (Honorarium) ““A contribution to the AIEF Endowment has been A contribution to the AIEF Endowment has been

made in your name” made in your name” Special service gift (Honorarium)Special service gift (Honorarium)

In addition to or in place of plaques at the end of In addition to or in place of plaques at the end of service terms, make a contribution to the Foundation service terms, make a contribution to the Foundation endowment in award winner’s name(s)endowment in award winner’s name(s)

Chapter/Region scholarship fundChapter/Region scholarship fund Contribute to Endowment so more scholarships can Contribute to Endowment so more scholarships can

be awardedbe awarded

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Shaping Your FutureShaping Your Future Regions and/or ChaptersRegions and/or Chapters

Foundation endowment 50/50 Monthly Foundation endowment 50/50 Monthly meeting drawingsmeeting drawings

Donate the 50% to the Foundation Donate the 50% to the Foundation endowmentendowment

Memorial GivingMemorial Giving Start a memorial fund and recognition page Start a memorial fund and recognition page

on the Foundation website for Chapter on the Foundation website for Chapter members as a tribute to their contributions to members as a tribute to their contributions to your chapter and the professionyour chapter and the profession

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Shaping Your FutureShaping Your Futureby Regionby Region

3.1%8.6%

5.6%

20.9%

4.3%

4.6%15.9%

4.3%

32.7%

Canada

Great Lakes

Great Northwest

Mid-Atlantic

Midwest/RockyMountain

Northeast

Pacific

Southeast

Southwest

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Shaping Your FutureShaping Your Future

Our Chapter and Region has contributed to the Foundation in several ways.

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Getting the Word OutGetting the Word Out Foundation Highlights Newsletter for Donors, Foundation Highlights Newsletter for Donors,

Champions and other interested individualsChampions and other interested individuals Silent Auction Donations for Annual ARMA Silent Auction Donations for Annual ARMA

ConferenceConference VolunteersVolunteers

Chapter Foundation Champions (CFCs)Chapter Foundation Champions (CFCs) Board of TrusteesBoard of Trustees

InfoPro Online announcements on researchInfoPro Online announcements on research www.armaedfoundation.orgwww.armaedfoundation.org

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Questions?Questions? For more information go to For more information go to

www.armaedfoundation.orgwww.armaedfoundation.org Contacts:Contacts:

Foundation Administrator Foundation Administrator Preston Shimer at 412-221-1736Preston Shimer at 412-221-1736

Foundation Chairman Foundation Chairman Susan Whitmire at 423-535-3328Susan Whitmire at 423-535-3328