Transcript SHRM Foundation CLA Orientation Giving Back to the HR Profession April 23, 2014

SHRM Foundation CLA Orientation
Giving Back to the HR Profession
April 23, 2014
Agenda
• SHRM Foundation Overview
• Update on the 2014 Annual Campaign
• Your Volunteer Role
• Resources
• Communications
• Frequently Asked Questions
• Q&A
SHRM Foundation Overview
• Nonprofit affiliate of the Society for Human
Resource Management (SHRM)
• Legally separate, 501(c)(3) organization
• Separate Board of Directors and budget
• Not funded by SHRM membership dues
SHRM Foundation Overview
Mission:
The SHRM Foundation advances global human
capital knowledge and practice by providing
thought leadership and educational support;
and sponsoring, funding and driving the
adoption of cutting - edge, actionable,
evidence-based research.
SHRM Foundation Overview
Programs:
 Support researchers who bring us greater
understanding of the complexities of HR (research
grants)
 Assist individuals in their pursuit of greater academic
credentials (scholarships)
 Create complimentary materials that explain how
practitioners can capitalize on the new knowledge that
research provides (educational products)
Research Grants
The SHRM Foundation is the leading funder of
HR research.
• Provides multi-year grants
for high-impact, original HR
research
Annual Grant Funding
$800,000
$700,000
$600,000
• $2.6 million funded since
2007, totaling more than
100 research projects
$500,000
$400,000
$300,000
$200,000
• Relevant, actionable
insights for HR practitioners $100,000
$0
2005
2006
2007
2008
2009
2010
2011
Research Grants
Research shows what works and builds HR’s credibility.
Broad range of research topics funded:
• Healthy Adoption of Mobile Communications
• When Talent Loss Poses the Greatest Risk
• Best Places to Work: How “Making the List”
Impacts the Strength and Sustainability of
Subsequent Recruitment and Turnover
Outcomes
Scholarship Programs
We are shaping the future of HR by investing more
than $175,000 annually in education and
certification scholarships.
• $122,500 annually to support SHRM members
pursuing a graduate or undergraduate degree or
professional certification
– 130 awards: 20 education ($2,000 each) and 110
certification ($750 each)
– 30 additional certification awards were added for 2014!
– Online applications are due July 15
• $55,000 annually for SHRM student members for
education or professional certification
– Online applications are due November 1
Educational Products
We offer unmatched knowledge for the benefit of the
professional workforce by providing educational
products that help HR practitioners become strategic
business leaders.
Effective Practice Guidelines
• Concise summary of
emerging trends based on
relevant research.
• Easy to read; accessible for
practitioners
• All titles available for complimentary
download from the Foundation web site
Educational Products
DVD Series
• Real-world case studies of
successful companies,
highlighting strategic HR in
action
• Complete teaching tool with
discussion guide and
PowerPoint slides
• Viewable on the Foundation
web site
• Pre-approved for certification
credit
Educational Products
Executive Briefings
• This series makes research-based
knowledge more accessible to
organizational leaders
• The briefings summarize relevant
human capital research and expert
opinion to provide a concise overview of each topic
Fundraising:
Annual Campaign
Major Gifts Council /
Leadership Circle
State & Chapter
Leadership
Campaigns
Individual Donations
Corporate
Sponsorship /
Donations
Annual
Campaign
Fundraising
Chapter and State
Council Donations
Special Events
Give on the Go
SHRM Member
Renewal Forms
Matching Gifts
Annual
Board
Commitment
In Lieu of
Speakers’ Fees
In Honor Of /
In Memory Of gifts
Fundraising:
Organizational Support
HR Certification Institute donated
$750K in 2013 to support the
SHRM Foundation’s operations and
programming.
SHRM provides significant annual
in-kind support to the SHRM
Foundation.
2013 Annual Campaign Success
2013 Campaign Total: $1,000,000+
Annual Campaign Revenue:
2000 - 2013
Maintaining our high level of
fundraising, in spite of
economic trends!
$1,200,000
$1,000,000
$800,000
$600,000
$400,000
$200,000
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
$0
Annual Campaign Success
• Built upon the success of 2012 with increased
contributions
• 100% participation from the SHRM, SHRM
Foundation & HRCI Boards of Directors
• The increased success of the annual
campaigns allows us to support research and
scholarships at higher levels as well as to fund
new educational products and other initiatives
Thank You, Volunteer Leaders!
Chapters and State Councils = 58%
SHRM Chapters
SHRM State
Councils
Corporations = 19%
Corporate &
Organizational
Gifts
Individuals = 23%
Individuals
Sponsorships
National Special
Events (Auctions)
2014 Annual Campaign Status
• $88,849 received as of 4/18/2014
• Chapter giving is up 6% from this date last
year
• State Council giving is down 66%
Volunteer Leader Role
• Educate
• Be a knowledgeable advocate on behalf of the
important work the Foundation is doing to shape
the future of the workforce
• Fundraise
• Encourage your Chapter/State Council, your
board members and your other members to
contribute to our Annual Campaign
Educate Your Members
•
Promote the SHRM Foundation
Request and distribute our Annual
Campaign Brochure and
complimentary educational materials
•
Write about the Foundation in your
newsletters, emails, web sites, blogs
& social media. Articles are available
from the Volunteer Resources tab on
the Foundation web site to copy and
paste for inclusion in your
communications
•
Conduct a presentation at a Chapter
or Council meeting or event. A
downloadable PowerPoint is available
from the Volunteer Resources tab.
Share our Resources
•
Provide information about the
Foundation’s scholarships, research
grants & educational products
•
Use our DVDs during a Chapter or
Council program and download the
corresponding PowerPoint
presentation from our web site.
Fundraising 101
• Cultivation: educate your members about the role of
the SHRM Foundation in supporting the HR
profession and the resources it provides to do so
• Solicitation: lead by example, launch a leadership
campaign & hold a fundraising event
• Stewardship: thank and recognize your donors
Fundraising Checklist
 Designate a SHRM Foundation Director as a leadership position
on your Board of Directors
 Set a fundraising goal for your Chapter or State Council
 Make a monetary contribution from the Chapter or State Council
funds
 Conduct a Leadership Campaign with your board members
 Encourage personal giving from individual members
 Plan a special fundraiser or event
 Make it easy to donate by providing brochures and donation
forms
 Participate in quarterly CLA conference calls to receive updates,
learn from your peers and hear fundraising ideas
Fundraising Ideas
• Invite a speaker from the SHRM Speakers’
Bureau
• Hold a silent auction
• Organize a local run/walk/bike race
• Host a wine tasting
• Designate a SHRM Foundation month
• Offer incentives to members that donate
(ribbons, pins, Digital Honor Roll, etc.)
• Organize other fun events like karaoke or
bowling
Fundraising Ideas
*Newly Designed for 2014*
• Launched last year at the 2013 SHRM Annual
Conference
• New mobile infrastructure
• New access and features for chapters and state councils!
Annual Campaign Resources
• SHRM Foundation web site: http://www.shrmfoundation.org (click the
Volunteer Resources tab on the top-right)
–
–
–
–
–
–
–
–
–
Always start with the “Volunteer Success Guide”
Fundraising
Donation Form
Best Practices
Innovative Ideas
Auction Information
Submit Fundraising Ideas
FAQs on Submitting Donations
Fundraising Reports – Sorted by Region, Then by State
• Volunteer Leaders’ Resource Center
• SHRM Foundation Staff
Find the SHRM
Foundation volunteer
resources in the
Volunteer Leaders’
Resource Center:
www.shrm.org/vlrc
under Core Leadership
Areas.
•
•
•
•
Webinar schedule
DVD series
Fundraising ideas
Newsletter articles
and presentations
• Foundation
scholarships
• Staff contacts
Communications
• Quarterly Core Leadership Area (CLA) webinars
• Monthly regional newsletters
• Social Media updates on Facebook and Twitter
(@SHRMFoundation)
• Regional team members - contact your Regional
Administrator to be certain you are listed in the SHRM
database as a CLA Leader
• Membership Advisory Council members
Frequently Asked Questions
•
Where do I mail the donation?
SHRM Foundation
P.O. Box 79116
Baltimore, MD 21279-0116
•
Who should checks be made payable to?
– “SHRM Foundation”
– Include your Chapter or Council’s full name (no abbreviations), mailing address & Chapter
number for Chapter donations
•
Do you accept credit cards?
– Yes. Visa, MasterCard & American Express
– Please include a completed SHRM contribution form with all credit card donations
•
Do you accept online donations?
– Yes, at http://www.shrmfoundation.org. If using a personal credit card on behalf of a
Chapter or State Council, please communicate this clearly in the “Additional Explanation”
field
Ensuring the Donation is
Credited Properly
SHRM Foundation must abide by Government and
IRS regulations
• Acknowledgement Letters:
– Sent via snail mail to whomever made the
donation—generally, the printed name on the check
– This individual receives the acknowledgement letter
and appears in reports throughout the campaign
year
– For donations made directly from Chapter or Council
funds, these letters will be sent to the Chapter
Presidents and State Council Directors.
Submitting Multiple
Donations
Multiple Individual Gifts Above $25
• If you are sending several donations together,
make sure that there is a separate contribution
form for EACH donation being sent (this applies
to checks and credit cards)
• The individuals will receive the
acknowledgement letter and recognition.
Submitting Multiple
Donations
Multiple Individual Gifts Under $25
• Smaller donations should be made payable to your
Chapter or State Council and deposited to your
account, after which one check should be written
from your Chapter or State Council bank account.
Please do not send cash to the Foundation
• The Chapter or State Council will receive the
acknowledgement letter and recognition for this
contribution, not the individuals.
SHAPE/Foundation
Champions
SHAPE/Foundation
Champions
Shaping the Future of HR
More information is available online:
www.shrmfoundation.org/
Questions?
Michael Ressegue
Development Coordinator
[email protected]
Looking for Resources to be Sent to You?
Elissa Soares
Foundation Administrator
[email protected]