i m a c o r p . c o m / c o m m u n i t y

COMMUNIT YI M P A C T

A W O R D F R O M O U R C E O

Our associates went above and beyond in 2018! Not only did we see strong financial performance last year, but our employees continue to give back to our communities with incredible dedication. As you’ll see in this report, IMA has given time, talent and treasure to nonprofit partners throughout IMA’s 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!

Through the IMA Foundation and the local partnerships created in each of IMA’s markets, we proudly support the growth and staying power of the communities we serve. Our business would not thrive without it.

Thanks for making a difference!

ROB COHEN C H A I R M A N & C E O, T H E I M A F I N A N C I A L G R O U P, I N C .

MAKING A DIFFERENCEi m a c o r p . c o m

The IMA Financial Group is a consortium of insurance, wealth

management and financial technology companies driven

forward by the passion and engagement of our more than

700 employees. Under the leadership of Robert Cohen, IMA

has experienced momentous growth over the last 15 years,

consistently ranked in the 10 largest privately-held insurance

brokerages in the United States and continues to expand into

multiple financial services verticals.

F A M I L Y O F B R A N D S

Captive & Program Design Management

Program ManagementInsurance Solutions

An Insurtech firm

Insurance | Risk Management Surety | Employee Benefits

Wholesale Insurance Brokerage

Personal Insurance Business Insurance

Wealth Management Retirement Plan Consulting

LARGEST

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 geographically, including more than 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 advancing youth, education and arts and culture in the communities where IMA operates.

FOUNDED1975

EXECUTIVE DIRECTORRUTH ROHS

LOCATION5 STATES

Empowering our communities to create opportunities which protect assets and make a difference

To provide philanthropic support in the communities where we work and live

VISION

MISSION

60NONPROFITORGANIZATIONS

THE IMA FOUNDATION PROVIDED GRANTS T O M O R E T H A N

To reduce the drop-out rate and offer a chance of quality futures for our young people.• Mentoring programs• After school programs

ADVANCING YOUTH

I M A F O U N D A T I O N F O C U S A R E A S

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

ARTS & CULTURE

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

EDUCATION

MAKING A DIFFERENCEi m a c o r p . c o m / c o mm u n i t y

P A S S I O N & D E D I C A T I O N

IMA CAC MEMBERS51 ASSOCIATES

MARKETS5 LOCATIONS

Through the passion of our associates, dozens of nonprofits benefited from twice the financial support through matched donations. Our nonprofit partners are always incredible stewards of these resources to impact our communities. Our associates continue to live IMA’s mission to protect assets and make a difference.

IMA expanded associate volunteer committees to all offices to further organic employee engagement. These teams of associates, known as our Community Action Committees, identify unique volunteer opportunities for their colleagues throughout the year. Through IMA’s life-balance program, associates continue to have the opportunity to volunteer during work hours.

COMMUNITY ACTION COMMITTEE

MAKING A DIFFERENCEi m a c o r p . c o m / c o mm u n i t y

The dedication of IMA associates to the communities where we live, work, learn and play is proven by these numbers. Year after year we see tremendous impact because of the employee engagement activities across the IMA footprint. These hours represent corporate sponsored events and personal passions of our associates.

A S S O C I A T E I M P A C T

9,232HOURS

2 0 1 8 V O L U N T E E R I N G

I MAKE A DIFFERENCE DAY

IMA’S BUSINESS MODEL REVOLVES

AROUND PEOPLE. WE KNOW OUR GREATEST

ACHIEVEMENTS OCCUR WHEN WE WORK

TOGETHER.

APRIL 5, 2018IMA’s mission to make substantial change in the cities it supports was on display during I Make a Difference Day when nine communities came together on the same day to make lasting improvements. Associates rolled up their sleeves and flew the IMA flag to show that corporate responsibility is everyone’s responsibility.

IMA employees, families and friends donated approximately 1,500 hours across the country. It was the annual event’s largest showing. Most importantly, IMA showed kids we care, beautified cultural icons and supported the disadvantaged.

DALLASDALLAS ZOO

DENVERMETROPOLITAN STATE UNIVERSITY OF DENVER

HOUSTONTOMBALL GARDEN CLUB & MUSEUM CENTER

KANSAS CITYPHOENIX FAMILY

MT. PLEASANTCOMMISSION ON AGING

TOPEKARONALD McDONALD HOUSE

WICHITAWICHITA CHILDREN’S HOME

IMA’S ANNUAL DAY OF COMMUNITY SERVICE

IMA associates, friends and families volunteered during I MAke a Difference Day 2018.

400OVER

BIG BROTHERS BIG SISTERS

The IMA Foundation partnered with Big Brothers Big Sisters in its four largest markets in 2018. These organic partnerships stemmed from passionate IMA associates in Dallas, Denver, Kansas City and Wichita.

IMA sponsored a clay shoot in Dallas, made Big Brothers Big Sisters the beneficiaries of IMA Foundation events in Wichita and Kansas City, and received grant funding in Denver. Recognizing these valuable partnerships and the interests of associates, IMA pursued a broader partnership with Big Brothers Big Sisters.

IMA leadership from each of these four communities agreed that these partnerships are strong enough that we want to formalize them across these markets. As a result, the IMA Foundation Board of Directors and IMA presidents from these four areas committed to be a Regional Partner of Big Brothers Big Sisters. This partnership includes financial and volunteer support in Colorado, Kansas and Texas. Thank you to Big Brothers Big Sisters for leading the charge on this incredible partnership.

MAKING A BIG DIFFERENCEACROSS THE NATION

PING PONG ON THE PLAZA

JOIN US IN 2019!i m a c o r p . c o m / p i n g p o n g

VENUEWYNKOOP PLAZA AT UNION STATION DOWNTOWN DENVER

GAME PLAY22 TABLES

PARTICIPANTS48 TEAMS16 YP TEAMS

PRESENTINGSPONSORALPINE BANK

CHAMPIONSALT

The 6th annual Ping Pong on the Plaza benefiting the IMA Foundation hosted more than 400 table tennis fanatics in the beautiful plaza of Denver’s Union Station.

The event raised $130,000 for the IMA Foundation, the profits of which are granted to deserving nonprofits in the Metro Denver area.

Nearly 50 teams of hopefuls participated in the VIP tournament and just as many guests competed for 1st place in the Young Professionals tournament.

THE DENVER COMMUNITY JUST GOT SERVED

PICKLEBALL

JOIN US IN 2020!i m a c o r p . c o m / p i c k l e b a l l

VENUECHICKEN N’ PICKLE

GAME PLAY8 COURTS

PARTICIPANTS26 TEAMS52 PLAYERS

PRESENTING SPONSORSSERVICE MASTER & QBE

CHAMPIONSAMWINS

Nearly 150 people attended IMA Kansas City’s inaugural IMA Foundation fundraising event, Pickleball at Chicken N’ Pickle.

Participants ranged from first-time pickleball players to seasoned veterans. Pickleball hosted several prospects, clients and comprised a few notable Kansas City VIPs, including Chiefs’ mascot, KC Wolf.

When the dust settled, it was a successful event raising more than $30,000 for the Kansas City community. On hand were members of Big Brothers Big Sisters of Greater Kansas City to receive a check as part of IMA Foundation’s effort to give back to the community helping to grow and advance youth.

MORE THAN JUST FUNDRAISING, IT WAS A BIG DILL!

SANDBLAST

JOIN US IN 2019!i m a c o r p . c o m / s a n d b l a s t

VENUESPORTS GARDEN

PARTICIPANTS24 TEAMS98 PLAYERS

SPONSORS24 OVERALL

CHAMPIONSCHUBB

VENUESPORTS FORUM

PARTICIPANTS20 TEAMS118 PLAYERS

SPONSORS3 CORPORATE24 OVERALL

CHAMPIONSLIBERTY MUTUAL

Sandblast Dallas saw its biggest turnout yet! Nearly $60,000 was raised for IMA’s oldest fundraiser. The event was a near sell-out with 250 guests working together to support North Texas nonprofits, including serving a generous check to Junior Achievement of Dallas.

Along with the committee, 40 associates took the day to volunteer, showing why IMA continues to be a leader in community service in the Dallas market.

In its third year, Sandblast Wichita set another high bar for the young but successful event.

Raising more than $40,000, the event centered around helping three Wichita-based charities: Kansas Big Brothers Big Sisters, Fundamental Learning Center and Child Advocacy Center. The event’s difference makers spent the day at Wichita Sports Forum with 20 teams playing in the sand volleyball tournament.

Wichita is shaking things up in 2019 and hosting its first Pickle Jam pickleball tournament!

HOT DAY, COLD DRINKS, WHAT A BLAST

THANKS FOR MAKING THIS AWICHITAWESOME EVENT!

DALLAS

Agape Resource & Assistance Center

AmFAR

Anti-Defamation League

Be the Difference Foundation

Big Brothers Big Sisters of Greater Dallas

Brentfield Elementary PTA

ChildCareGroup

Community Homes for Adults

Cristo Rey Dallas High School

Dallas Holocaust Museum

Dallas Jewish Historical Society

Dallas Urban Debate Alliance

Equest

First3Years

First Tee of Pikes Peak

Genesis Women’s Shelter

Jewish Family Services of Dallas

Jewish Federation of Greater Dallas

J.J. Pearce High School

Jonathan’s Place

Legacy Senior Communities

Levine Academy

PediPlace Inc.

Vogel Alcove

Women with Promise

DENVER

Activ8 Sports, Inc.

Alliance

Alliance for Choice in Education

Alzheimer’s Association

American Heart Association

American Red Cross Mile High Chapter

Arrupe Corporate Work Study Program

Association of Fundraising Professionals

B:CIVIC

Bicycle Colorado

Big Brothers Big Sisters

Children’s Museum of Denver at Marsico Campus

City Year Denver

Colorado Behavioral Healthcare Council

Colorado Business Committee for the Arts

Colorado Forum, LLC

Colorado I Have A Dream Foundation

Colorado Succeeds

Colorado Uplift

Colorado Women’s Chamber of Commerce

Community Reach Center Foundation Inc.

D.C. Everest Education Foundation, Inc.

DEAN (Denver Education Attainment Network)

Denver Bike Sharing

Denver Center for the Performing Arts

Denver Children’s Home

Denver Convention & Visitors Bureau Inc.

Denver Kids Inc.

Denver Metro Chamber Leadership Foundation

Denver Metro Chamber of Commerce

Denver Museum of Nature & Science

Denver Police Foundation

Denver Public Schools Foundation

Denver Scholarship Foundation

Denver Zoological Foundation

Downtown Denver, Inc.

Epilepsy Foundation of Colorado

Florence Crittenton Services

Girls Athletic Leadership School

Girls, Inc. of Metro Denver

Gold Crown Foundation

Greeley Center for Independence, Inc.

Habitat for Humanity of Metro Denver

Health Solutions

Highlands Ranch Comm. Scholarship Fund

Hilltop Community Resources

Hope Communities Inc.

Hope Through Housing Foundation

Hospice of Metro Denver

Invest in Kids

Judi’s House

Junior Achievement of the Rocky Mountains

Kalkreuth Roofing Charities

Latin American Educational Fund

Life Skills FORE the Youth of Colorado Springs

Mesa Developmental Services

MSU Denver

Muscular Dystrophy Assoc. - South Wisconsin

National Sports Center for the Disabled Inc.

Nations Of Coaches Inc.

Partner Colorado Foundation

Platte Forum

QF Community Leadership Foundation

Qualistar

Rocky Mountain MicroFinance Institute

Senior Housing Options, Inc.

Seniors’ Resource Center, Inc.

Shasta Regional Community Foundation

Southeast Health Group

Texas Lineman’s Rodeo Assoc.

The Bridge Project DU

The Limb Preservation Foundation

Third Way Center, Inc.

University of Colorado/Assistive Tech Partners

MAKING A DIFFERENCE WHERE WE LIVE, WORK AND PLAY! * IMA Foundation grant recipient

University of Colorado Foundation

Urban Peak

Vail Valley Foundation

Von’s Vision

Warren Village Inc.

Women’s Foundation of Colorado, Inc.

Young Americans Center for Financial Education

Youth Roots

KANSAS CITY/TOPEKA

Alphapointe Foundation

Big Brothers Big Sisters of Greater Kansas City

Boys Hope Girls Hope of Kansas City

Catholic Charities Foundation of NE KS

Children’s Mercy Hospital

Greater Kansas City Chamber of Commerce

Happy Bottoms

Hillcrest Transitional Housing

Kansas City Area Development Council

Kauffman Center for the Performing Arts

K-State Alumni Association

National Multiple Sclerosis Society

Olathe Family YMCA

Phoenix Family Housing Corporation

Rockhurst High School Alumni Yard Games

Rockhurst University

Starlight Theatre Association

The Lord’s Diner

The University of Kansas Health System

United Way of Greater Topeka

Washburn University

Wounded Warriors In Action Foundation, Inc.

YMCA of Greater Kansas City

MOUNT PLEASANT, MI

Clothing, Inc.

WICHITA/EMPORIA

Air Capital Charities Inc.

American Cancer Society

API Scholarship Golf Tournament

Art Partners, Inc.

Bethel College

Big Brothers Big Sisters LLC

Botanica

Boy Scouts of America

Boys & Girls Club of South Central Kansas

Build Pride Fund

Butler Community College Foundation

Catholic Charities Diocese of Wichita

CJ Memorial Golf Tournament

East Side Y Men’s Club

Emporia Chamber of Commerce

Emporia Recreation Commission

Envision Foundation

Exploration Place

Fort Hays State University

Friends Services for the Aging

Friends University

GraceMed Project Oasis

Highland Community College Athletics

Independent Colleges & Universities of Texas, Inc.

Junior Achievement of Kansas

Junior League of Wichita

Kansas Aviation Museum

Kansas Children’s Service League

Kansas Independent College Association

Kansas School for Effective Learning

Lakemary Center Endowment Assoc.

Leukemia & Lymphoma Society

Mark Arts

Maryland Independent College & University Association

Medic First Aid International

Mental Health Association

Music Theatre of Wichita

National Multiple Sclerosis Society

Newman University

Opportunity Wichita Inc.

Pittsburg State University

Rainbows United

Rise Up for Youth

Rotary Club of Wichita

Sedgwick County Zoo

Shepherds Way Inc.

Special Olympics of Kansas

St. Jude’s Children’s Research Hospital

The Guadalupe Clinic

The Kansas Chamber

The Pando Initiative, Inc.

The Starkey Foundation

The Treehouse Inc.

United Way of the Plains

University of Kansas

Wichita Aero Club

Wichita Art Museum

Wichita Chamber of Commerce

Wichita Children’s Home

Wichita Educational Foundation

Wichita Festivals, Inc.

Wichita Grand Opera, Inc.

Wichita Junior Golf Foundation

Wichita Metro Chamber of Commerce

Wichita State University Foundation

Wichita Symphony

Wichita-Sedgwick Co. Historical Museum

Wounded Warriors In Action Found. Inc.

WSU Women’s Volleyball

YMCA of Greater Wichita

Young Life Wichita

Youth Entrepreneurs of Kansas, Inc.

Youth Horizons

C O M M U N I T Y E V E N T S

UPCOMINGS E P T E M B E R 12

P I N G P O N G O N T H E P L A Z AW Y N KO O P P L A Z A , D E N V E R COima co r p . c om /p i n gpong

S E P T E M B E R 26

P I C K L E J A MC H I C K E N N’ P I C K L E , W I C H I TA K Sima co r p . c om /p i c k l e j am

O C TO B E R 3

S A N D B L A S TS P O R T S G A R D E N D F W, CO P P E L L T Xima co r p . c om / s andb l a s t

M AY 14

P I C K L E B A L LC H I C K E N N’ P I C K L E , K A N S A S C I T Y M Oima co r p . c om /p i c k l e b a l l

2020

2019