The Education and Research Foundation for the Society of

Nuclear Medicine, Inc.

New Member OrientationObligations of an ERF Member

Roles and Responsibilities• Accept and support the mission, vision, and

goals of the ERF• Is a participating donor• Is an effective fundraiser• Attends scheduled meetings and participates

in scheduled conference calls• Voices an opinion on issues• Carries out Board and Committee assignments• Fiduciary – ethical and prudent use of funds

What is Our Mission?

The mission of the ERF is to advance excellence in healthcare through the support of education and research in nuclear medicine and molecular imaging by provision of grants and awards.

Vision of the ERF

To be an effective fundraising organization, primarily in support of the strategic plan of the Society of Nuclear Medicine, Inc. (SNM)

Goals for 2008-2009

• ERF Fundraising Goals MI Campaign General Campaign

• Development Office Goals and Objectives

Be a DonorIn order to be an effective

fundraiser you must show you believe in the cause you are

asking others to support. You must lead by example. All members of the Board are

expected to be ERF donors.

Be an Effective FundraiserYou were asked to become a member of

the Board due to your experience, confidence, and personality. Fundraising doesn’t come naturally for everyone. We will provide you with training and the necessary tools to become an effective fundraiser. Teri Pinkham, our Director of Development, will be giving you your first lesson today.

Current Fundraising Focus • Research – MI and NM• Technologist awards• Trainee Awards• Travel Awards • Endowments

Meetings & Conference Calls• The BOD meets at least 4 times per year,

with at least two of the meetings being face to face

Mid-Winter and SNM Annual Meeting

Spring and Fall meetings• Conference calls are held on a schedule

set by the President and may take the place of up to 2 face to face meetings.

Each Board member has unique experience and perspective. All of you are leaders in the field. Some of you have financial, grant writing, advocacy, commercial or legal expertise. We want your opinion and perspective on issues we discuss. Read you materials prior to the meeting and be ready to communicate your opinion with thought and tact.

Your Opinion Counts

Committees of the ERF• Executive – Officers + 3 BOD members• Board Development – Pres. Elect + 3

BOD members (min.)• Finance – Officers + 2 BOD members• Fundraising• Cassen Committee• Special Committees as needed

Committees• Become a member of at least one

committee• Make sure you clearly understand your role

and function• Know your term of membership• Understand who you report to and know

the time frame for expected commitments• Get to know your team members• Enjoy doing what you do best

Fiduciary Responsibility

• Reads and understands the financial statements provided• Ethical and prudent in carrying out

ERF responsibilities• Acts in the best interest of the ERF

and its contributors

Time, Time, Time• Understand that you are making a

commitment of your time– Fundraising: cultivating donors and

promoting ERF giving– 4 meetings per year–Conference calls–Completing committee work assignments–Working at the ERF booth at the SNM Annual

Meeting

Expectations

• Two absences in a year are considered excessive and you may be asked to reconsider your service to the Board

• When a question is sent by e-mail you are expected to respond in a timely fashion (1-3 working days)

• Let the President and/or ED know of your other commitments as soon as possible

Need to Know• How to book travel – setting up a

profile with Garber Travel• How to fill out the IRS required

“Contributory Time” form• How to fill out the “Travel Expense

Reimbursement” form and due date

Questions????