Working together to endow the future

History• Began in 1994

•Originally envisioned to provide ongoing, endowed support for Research, Scholarships & ASHRAE approved projects

•Creates a lasting and perpetual source of funding, memorials and honorariums

•Excellent tool for Chapters & Donors to support ASHRAE into perpetuity

Chapter Investments, Companies or Individuals!

How it works … Minimum contribution of $2,500

Full amount counts toward RP Goal for Year 1Earns PAOE Points for the Chapter

Invested by ASHRAE FoundationEarns a set 5% interest annuallyPart of the overall Foundation Portfolio that is

managed by professionals

Then the magic happens

Every year after … into

perpetuity … A donation is given in the donor’s name by

FoundationDonation counts toward RP Goal for Years 2+The donor supports RP and the Chapter foreverPrincipal is never spent and kept in investments

Benefits

Chapter Treasury works for the Chapter, supporting ResearchMakes it easier to reach goal every year

○ Gifts to the Foundation count toward RP GoalHigher interest rate than most accountsHassle free

○ investment automatically credited by mid-JuneCan be built upon every year with annual

Chapter contributions

Benefits

Creates a lasting Memorial/Honorarium for a DonorCan be set up by Chapter, Company, Individual or

Group of Donors

Multiple Donors can give to one named FundCredit given to everyone, combined into one Fund

to build endowment quickly

To get started … Decide on the amount to Endow

Rule of Thumb: ○ No more than 50% of Chapter Annual Gift○ Other Donors can give as much as they want

Fill out the Endowed Research Gift formFound on the private RP page

○ www.ashraerp.com/foundation.html

Mail to ASHRAE Headquartersc/o Patricia Adelmann

Contact Patricia Adelmann, RP Manager