2017 imacorp.com/community A WORD FROM ROB COHEN CHAIRMAN & CEO, THE IMA FINANCIAL GROUP, INC. Our associates went above and beyond in 2017! Not only did we see strong financial performance last year, but our employees gave back to our communities in the largest numbers we’ve ever recorded. As you’ll see in this report, IMA has given time, talent and treasure to nonprofit partners throughout our footprint. Our community partnerships have a clear impact on our business, especially as it relates to talent and client satisfaction. It’s amazing to be able to do the right thing for all the right reasons and see the business benefit. Companies must do well to do good! Also last year we were thrilled to be named the Large Company of the Year by the Association of Fundraising Professionals (AFP) for National Philanthropy Day in Colorado. This is a huge honor and our associates are so deserving. More importantly, this honor represents the incredible nonprofits we proudly serve and support. We are so fortunate to work with passionate people representing organizations that are improving the lives of those in our communities. Thanks for making a difference! A WORD FROM RUTH ROHS VICE PRESIDENT OF CORPORATE COMMUNICATIONS EXECUTIVE DIRECTOR, THE IMA FOUNDATION Reflecting on 2017 brings a huge smile to my face! As you’ll see in this report, IMA associates and our nonprofit partners joined in ways that truly made a difference last year. We raised more money through our IMA Foundation fundraisers than ever before, we had more associates volunteer by thousands of hours and we supported the largest number of nonprofit organizations through grants and IMA’s employee matching gifts program. As an employee owner, I am incredibly proud to see IMA be a leader in making a difference in the lives of our clients and our communities. Giving back is the real deal at IMA. Our volunteer t-shirts changed last year and now they read “IMA Difference Makers.” This shift shows that we take giving back personally; we are all in this together! Thanks for being a difference maker! THE IMA FINANCIAL GROUP The IMA Financial Group is a consortium of insurance, wealth management and financial technology companies driven forward by the passion and engagement of our nearly 700 employee-owners. Under the leadership of Rob Cohen, IMA has experienced momentous growth over the last 15 years, becoming one of the 10 largest privately-held insurance brokerages in the United States and expanding into multiple financial services verticals. % 100EMPLOYEE OWNED 8.2% 2016-2017 FOR OVER40 YEARS IMA’s commitment to protect assets and make a difference happens throughout the company, not just through the IMA Foundation. imacorp.com/community The IMA Financial Group, Inc. (IMA) is a diversified financial services company of nearly 700 associates specializing in risk management, insurance, employee benefits solutions and wealth management. Insurance | Risk Management Program Management Captive & Program Design Management Surety | Employee Benefits Insurance Solutions Wealth Management Personal Insurance | Business Insurance Wholesale Insurance Brokerage Retirement Plan Consulting OUR MARKETS Austin, TX Denver, CO Mt. Pleasant, MI Wichita, KS Birmingham, AL Houston, TX San Antonio, TX Dallas, TX Kansas City, MO Topeka, KS THE IMA FOUNDATION The founders of IMA showed true vision decades ago when they started the IMA Foundation to support IMA’s hometown of Wichita. As IMA has grown into five states and nearly 700 employees, the IMA Foundation continues to carry on the legacy of its founders by supporting nonprofit organizations that better the communities where IMA associates live, work, learn and play. Today the IMA Foundation focuses on supporting organizations in arts and culture, advancing youth and education in the communities where IMA operates. VISION MISSION Empowering our communities to To provide philanthropic create opportunities which protect support in the communities assets and make a difference where we work and live IMA FOUNDATION FOCUS AREAS ARTS & CULTURE To improve the quality of life in our communities through the arts. • Cultural institutions • Arts in Education programs that offer arts education programming in public schools EDUCATION To support educational institutions so that young people graduate with increased skills and knowledge, resulting in a higher skilled workforce in the future. • Educational institutions • K-12 public education • Higher education ADVANCING YOUTH To reduce the drop-out rate and offer a chance of quality futures for our young people. • Mentoring programs • After school programs IMA ASSOCIATES VOLUNTEERED The dedication of IMA associates to the communities where we live, work, learn and play is proven by these numbers. Year over year we see greater impact because of the employee engagement activities across the IMA footprint. These hours represent corporate sponsored events and personal passions of our associates. , STEADILY MAKING A DIFFERENCE 13298 2013 5,353 HOURS HOURS 2014 5,649 HOURS 2015 6,852 HOURS 2016 7,931 HOURS 2017 13,298 HOURS THE IMA FOUNDATION PROVIDED GRANTS TO NEARLY 100 NONPROFIT ORGANIZATIONS Through IMA Foundation grants and our employee through matched donations. Our nonprofit partners matching gifts program, the IMA Foundation continue to be incredible stewards of these resources supported nearly 100 nonprofit partners in 2017. to impact our communities. Our associates continue Because of the passion of our associates, dozens of to live IMA’s mission to protect assets and make a nonprofits benefited from twice the financial support difference. CAC’S IMPACT 43 IMA COMMUNITY ACTION COMMITTEE ASSOCIATES IN OUR COMMUNITY IMA expanded associate volunteer committees to all offices to further organic employee ACTION COMMITTEES engagement. These teams of associates, known as our Community Action Committees, MAKING A identify unique volunteer opportunities for their colleagues throughout the year. Through DIFFERENCE IN the new life-balance program, associates continue to have the opportunity to volunteer during work hours. 5 MARKETS I MAKE A DIFFERENCE DAY 2017 IMA’s mission to make substantial change for the IMA employees, families and friends donated cities it supports was on display during I Make a approximately 1,500 hours across the country. Difference Day when nine communities came It was the annual event’s largest showing. Most together at once to make lasting improvements. importantly, IMA showed kids we care, beautified Associates rolled up their sleeves and flew the cultural icons and supported the disadvantaged. IMA flag to show that corporate responsibility is everyone’s responsibility. IMA’s business model revolves around people. We know our greatest achievements occur when we work together. OVER of our IMA associates, friends & families volunteered during IMA’s annual day of service,400 I MAke a Difference Day. PING PONG ON THE PLAZA DENVER, CO The IMA Foundation’s smashing success, Ping Pong on the Plaza, took over Denver’s Union Station again in September. Business and government leaders including Mayor Hancock of Denver and sports luminaries such as Miles of the Denver Broncos and Bernie from the Colorado Avalanche joined the fun with professionals from all over the Denver area to enjoy an afternoon of friendly competition, great food & drink, and a convivial atmosphere. PING PONG ON THE PLAZA & SANDBLAST RAISED NEARLY $200,000 DALLAS, TX | WICHITA, KS SANDBLAST VOLLEYBALL Together both Wichita and Dallas made a difference in the community by hosting the extremely well received and attended Sandblast volleyball tournaments. 2017 marked Wichita’s second annual Sandblast Volleyball Tournament and Dallas’ eighth. Community and business leaders from these two communities stepped up in the sand and heat to benefit local nonprofit organizations. Collectively these two events raised more than $85,000 to provide additional financial support to area nonprofits. SNEAK 2018 saw IMA’s Kansas City office put together their inaugural fundraising event,Pickleball Palooza. The event PEEK raised over $30,000 for local nonprofits, including Big Brothers Big Sisters of Greater Kansas City. MAKING A DIFFERENCE IN OUR COMMUNITIES * Denotes IMA Foundation grant recipient DALLAS The First Tee of Pikes Peak Delta Eta Boule’ Foundation Hospice of Metro Denver Ability Connection The Legacy Senior Communities Denver Art Museum* JDRF AJC Dallas Vogel Alcove Denver Bike Sharing Judi’s House* AmFar Yavneh Academy Denver Center for Arts & Technology* Junior Achievement Rocky Mountain* Anti-Defamation League Denver Children’s Home* Latin American Educational Foundation* DENVER Be the Difference Foundation Denver Hospice Limb Preservation Foundation ACE Scholarships Big Brothers Big Sisters Lone Star Texas* Denver Metro Chamber Leadership Mesa Developmental Services Alliance for Choice in Education* Boys and Girls Clubs of Greater Dallas Foundation Metro Denver Economic Development Alliance Foundation Child Care Group Denver Metro Chamber of Commerce Corp. American Red Cross Mile High Chapter Community Homes for Adults Denver Museum of Nature & Science* Mile High Five Foundation Arrupe Jesuit High School Cystic Fibrosis Foundation Denver Police Foundation Muscular Dystrophy Association AspenPointe Inc. Dallas CASA Denver Public Schools Foundation* National Philanthropy Day of Colorado B:CIVIC* Dallas Holocaust Museum* Denver Scholarship Foundation National Sports Center for the Disabled Bicycle Colorado* Inc. Dallas Jewish Community Foundation