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 Speakers SIOR Chapter and Community Programs Scholarships Partnerships in Education Research and Publications Emerging 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

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

• Over 95 donors• $392,730 pledged• Awards and expenses come from earnings

Named Fund Example

The “Millie” Award2012 Recipient: Lynn Schenck, SIOR

Jones Lang LaSalle

The Mildred C. Hanson, SIOR

Memorial Scholarship 2012 Recipient: Jillian WoodliffTerry College of Business-RealEstate, Class of 2013, University of Georgia

Named Fund Awards

How Funds Have Been Used

60%

14%

4%8%

3%2%

8%

Fiscal year 2011--2012: $120,5451

Chapter Scholarships $72,579

Chapter Programs $16,466

REALTOR University Grant $5,000

Professional Report $10,000

MCH Scholarship $4,000

DH Scholarship $2500

SIOR Programs $10,000

SIOR Professional Report

Steve LewisAuthor of “Cloud

Computing-Is it Time to Make the Leap”

And 6 other articles in 2012

Steve BergsmanAuthor of “Straddling the Fence”And 7 other articles in 2012

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

Kevin Beaudry, SIOR, MCRE

“The SIOR Foundation’s Matching Funds Program gave our Chapter the confidence to add new recruiting events. These events have had a very positive impact in helping us drive SIOR Canada’s new recruiting and branding message.”

SIOR Chapter Matching Programs

60%

17% 8% 3%

6% 2%3%

Fiscal year 2012-2013: $143,000

Chapter Scholarships $75,000

Chapter Programs $21,000

Professional Report $10,000

MCH Scholarship $4,000

SIOR/IAMC Joint White Paper $7,700

DH Scholarship $2,500

Chapter Municipal Report Cards $4,000

How Funds Will Be Used

2012-13 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).

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