Who We Are The Society of Industrial and Office Realtors® Foundation

was created to support initiatives for advancing commercial real estate as a professional practice.

SIOR and the SIOR Foundation are two separate and distinct organizations.

SIOR dues do not support the SIOR Foundation.

The SIOR Foundation is 100% dependent on charitable contributions.

The SIOR Foundation is a 501(c)(3) nonprofit organization.

Our MissionThe mission

of the SIOR Foundation is to promote and support initiatives

that educate, expand and enrich the commercial real estate

community.

Our VisionWe envision that

SIOR Foundation-sponsored initiatives will be recognized inside and outside

the commercial real estate industry as preeminent

in advancing professional practice.

What We DoWe make a difference …

for SIOR members and their chapters,

for students,

for the commercial real estate community

How We Make a Difference

Through contributed funds, the SIOR Foundation supports:

SIOR Educational Programs and SpeakersSIOR Educational Programs and Speakers SIOR Chapter and Community ProgramsSIOR Chapter and Community Programs ScholarshipsScholarships Partnerships in EducationPartnerships in Education Research and PublicationsResearch and Publications Emerging Issues in Commercial Real EstateEmerging Issues in Commercial Real Estate

Annual Fundraising Campaigns:

The “1% Solution” Option to donate on Conference Registration Forms Phonathon in December Special Event in the Spring SIOR Foundation Donation Table at Conferences Year-End Appeal Letter in October Email Appeals

How We Raise Funds

“Please join me this year in giving to the Foundation through The 1% Solution. “          

The 1% Solution: A New “Easy” Way to

GivePledge Now – Pay When You’re Paid.David J. Zimmer, SIOR, FRICS

2010-11 President, SIOR

How It Works Works Designed for SIOR Co-Op transactions SIOR members donate 1% of broker commissions on Co-Op

deals. If all SIORs participate the SIOR Foundation could meet its

annual operating budget from this program alone. Example: $100,000 commission x 1% = $1,000 Donation is tax-deductible. You can do it, even if your cooperating broker doesn’t. New: 1% Solution Pledge. Sign now. No payment deadline, pay

when you’re paid. New: 1% Solution check-off option on SIOR Cooperative

Transaction Report forms. Sign when you report and get recognized.

Other Ways to Give Cash donations

Gifts of Appreciated Stock or Property

Gifts of Real Estate

Planned Gifts

Examples of Planned Gifts: Will IRA Charitable Remainder Trust (Annuity or Unitrust) Charitable Gift Annuity Charitable Lead Trust Life Insurance Policy Life Estate Agreement

Planned Gifts

Annual Cumulative Giving recognition. (Currently donors of a total $1,000 or more during the fiscal year)

Annual Exclusive High-Donor “Stars” Wine Tasting Receptions at SIOR Fall World Conferences.

Donor listings in the SIOR Professional Report.

Legacy Society listing for Planned Gift donors.

New! Lifetime Giving Recognition – Special Listings.

Donor Recognition Programs

Named Fund Opportunities Any SIOR, Chapter, group, or corporate

entity may create a new named fund:

In Memory Of or In Honor Of a colleague, loved one, estate, family, SIOR Chapter or corporation.

Minimum $100,000.

Purpose compatible with the SIOR Foundation mission.

Part of the overall Capital Campaign.

Mildred C. (Millie) Hanson, SIOR, Memorial Fund To Honor and Support Women in Commercial Real Estate

• 130 donors• $425,222 pledged, $322,222 paid• Awards and expenses come from earnings

Named Fund Example

The “Millie” Award2010 Recipient: Evelyne B. Andretta, SIOR RetiredThe Krauss Organization

The Mildred C. Hanson, SIOR Memorial Scholarship 2010 Recipient: Briana DunneSchool of Business (Finance and Real Estate)University of Illinois at Urbana-Champaign, IL

Named Fund Awards

How Funds Have Been UsedFiscal year 2009-2010: $157,891

47%8%

4%

6%2%

6%

12% 15% Chapter Scholarships $75,067

Chapter Programs $12,375

Internships $7,075

Professional Report $9,000

MCH Scholarship $3,000

UNI R.E. Curriculum $10,000

Hispanic Col. Fund $18,400

Hunt Sessions DVD $22,974

John S. Filli, SIORChairman, SIOR Benefits and Services Committee

“The $9,000 annual grant …has enabled SIOR to improve the magazine’s overall appeal, effectiveness, and quality.

(We)…depend on the SIOR Foundation’s support to help make it the best that it can be.”

SIOR Professional Report

Bryan Clark, San Diego State University, 2009-2010 Recipient of SIOR Foundation – SIOR San Diego Chapter Scholarship

“… I have had no greater honor in my student and professional career than being chosen to receive this …SIOR-SIOR Foundation Scholarship.”

SIOR Chapter Matching

Scholarships

Kenneth R. Ashley, SIOR, CCIM, MCR

“The Georgia Chapter holds an Annual Leadership Breakfast… attended by over 600 professionals. The SIOR Foundation’s financial assistance is integral tothe success of this most important event...”

SIOR Chapter Matching Programs

Fiscal year 2010-2011: $143,000

42%

7%

5%

6%

2%7% 28%

3%

Chapter Scholarships $60,000

Chapter Programs $10,000

Internships $7,000

Professional Report $9,000

MCH Scholarship $3,000

UNI R. E. Curriculum $10,000

SIOR Programs/Speakers$40,000Chapter Municipal ReportCards $4,000

How Funds Will Be Used

2010-11 Chapter Matches

Apply by August 31:

Up to $6,000 for scholarships

Up to $2,500 for educational programs, speakers and research

$2,000 for a Municipal Report Card Study ($4,000 limit—first to ask, first to be served).

2010-11 SIOR Programs

For all SIORS…

• SIOR Center for Career Advancement Curriculum Redesign $15,000

• SIOR Keynote Speakers at SIOR World Conferences $10,000

• SIOR Specialty Practice Board Guest Speakers (to be matched with $15,000 from SIOR) $15,000

$40,000.

Why Give to the SIOR Foundation?To give back

to the profession that has given us so much

and to ensure the future of the profession

for generations to come.

Help Us Make A

Difference…for SIOR members and SIOR Chapters,

…for students,

…for the commercial real estate community.

Thank You for your gifts of

Time, Talent, and Treasure!

Questions & Answers:lwilson@sior.com

www.siorfoundation.org