imacorp.com/community

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1 2017 imacorp.com/community

2 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!

3 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!

4 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 EMPLOYEE OWNED YEARS FOR OVER % 8.2% IMA s commitment to protect assets and make a difference happens throughout the company, not just through the IMA Foundation. imacorp.com/community

5 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 Surety Employee Benefits Captive & Program Design Management Program Management Insurance Solutions Personal Insurance Business Insurance Wealth Management Retirement Plan Consulting Wholesale Insurance Brokerage 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

6 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 Empowering our communities to create opportunities which protect assets and make a difference MISSION To provide philanthropic support in the communities where we work and live

7 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

8 IMA ASSOCIATES VOLUNTEERED The dedication of IMA associates to the 13,298 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. HOURS STEADILY MAKING A DIFFERENCE ,353 HOURS ,649 HOURS ,852 HOURS ,931 HOURS ,298 HOURS

9 THE IMA FOUNDATION PROVIDED GRANTS TO NEARLY 100 NONPROFIT ORGANIZATIONS Through IMA Foundation grants and our employee matching gifts program, the IMA Foundation supported nearly 100 nonprofit partners in Because of the passion of our associates, dozens of nonprofits benefited from twice the financial support COMMUNITY ACTION COMMITTEE through matched donations. Our nonprofit partners continue to be 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 the new life-balance program, associates continue to have the opportunity to volunteer during work hours. CAC S IMPACT 43 IMA ASSOCIATES IN OUR COMMUNITY ACTION COMMITTEES MAKING A DIFFERENCE IN 5 MARKETS

10 I MAKE A DIFFERENCE DAY 2017 IMA s mission to make substantial change for the cities it supports was on display during I Make a Difference Day when nine communities came together at once 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. IMA s business model revolves around people. We know our greatest achievements occur when we work together.

11 OVER 400 of our IMA associates, friends & families volunteered during IMA s annual day of service, I MAke a Difference Day.

12 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 $ 200 PONG ON THE PLAZA &,000 SANDBLAST RAISED NEARLY

13 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 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 PEEK 2018 saw IMA s Kansas City office put together their inaugural fundraising event, Pickleball Palooza. The event raised over $30,000 for local nonprofits, including Big Brothers Big Sisters of Greater Kansas City.

14 MAKING A DIFFERENCE IN OUR COMMUNITIES DALLAS Ability Connection AJC Dallas AmFar Anti-Defamation League Be the Difference Foundation Big Brothers Big Sisters Lone Star Texas* Boys and Girls Clubs of Greater Dallas Child Care Group Community Homes for Adults Cystic Fibrosis Foundation Dallas CASA Dallas Holocaust Museum* Dallas Jewish Community Foundation Dallas Jewish Historical Society Daughters of World War II First3Years Genesis Women s Shelter Interfaith Ministries of Greater Houston Jewish Community Center of Dallas Jewish Family Services Jonathan s Place* Junior Achievement of Greater Dallas* Levine Academy MS Society NCJW Greater Dallas The First Tee of Pikes Peak The Legacy Senior Communities Vogel Alcove Yavneh Academy DENVER ACE Scholarships Alliance for Choice in Education* Alliance Foundation American Red Cross Mile High Chapter Arrupe Jesuit High School AspenPointe Inc. B:CIVIC* Bicycle Colorado* Big Brothers Big Sisters of Colorado Boys Hope Girls Hope* Bridge of Hope Greater Denver Children s Hospital Colorado Foundation Childrens Museum of Denver Marsico Campus* City Year Denver* College Track* Colorado Classic Colorado I Have A Dream Foundation* Colorado Succeeds* Colorado Uplift* CU Assistive Technology Partners Delta Eta Boule Foundation Denver Art Museum* Denver Bike Sharing Denver Center for Arts & Technology* Denver Children s Home* Denver Hospice 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 Partnership Florence Crittenton* Food for Thought* Girls Incorporated of Metro Denver Global Livingston Institute Gold Crown Foundation* Goodwill Industries of Denver Greeley Center for Independence GWC Foundation Highlands Ranch Community Scholarship Fund Hope Communities Inc. Hope Haven Charitable Trust * Denotes IMA Foundation grant recipient Hospice of Metro Denver JDRF Judi s House* Junior Achievement Rocky Mountain* Latin American Educational Foundation* Limb Preservation Foundation Mesa Developmental Services Metro Denver Economic Development Corp. Mile High Five Foundation Muscular Dystrophy Association National Philanthropy Day of Colorado National Sports Center for the Disabled Inc. Nations Of Coaches Inc. Qualistar* Senior Housing Options, Inc. Seniors Resource Center, Inc. Shasta Regional Community Foundation Southeast Health Group Strive Colorado Sun Foundation The Bridge Project* Third Way Center, Inc. Urban Peak VISIT Denver Volunteers of America

15 Von s Vision Warren Village, Inc.* Women s Foundation of Colorado Young Americans Center for Financial Education Youth Roots* KANSAS CITY/TOPEKA Alphapointe Big Brothers Big Sisters of Greater Kansas City* Boys and Girls Club of Greater Kansas City Boys and Girls Club of Prairie Band Camp Chippewa* Cerebral Palsy Research Foundation Children s Mercy Hospital Citizens Memorial Health Care Foundation Community Reach Center Foundation Hospice of Wichita Falls Jackson County Parks & Recreation Junior Achievement of Kansas Kansas City Autism Training Center Kansas City Zoo K-State Alumni Association KVC Health Systems, Inc.* Legacy Senior Communities,Inc. McPherson College Missouri Coalition of Community Phoenix Family* Rockhurst University The Golf Foundation of Kansas City United Way of Kansas City University of Kansas Alumni Assoc. University of Kansas Health System Washburn University* Wounded Warriors In Action Foundation MOUNT PLEASANT Clothing, Inc.* WICHITA AGIF Scholarship Fund American Diabetes Association American Heart Association Andover Area Chamber of Commerce Art Partners, Inc. Bethel College Botanica* Boys and Girls Club of South Central Kansas Buckner Performing Arts & Science Elementary CASA of Sedgwick County Catholic Charities Diocese of Wichita Cerebral Palsy Research Foundation Cowley County Community College Envision Foundation Episcopal Social Services Exploration Place* Friends University* Girls on the Run* GraceMed* Heartspring Junior Achievement of Wichita Kansas Aviation Museum Kansas Council for Economic Education Kansas Firefighters Alliance, Inc. Kansas Independent College Association Kapaun Mt. Carmel Catholic High School Lakemary Center Endowment Association League 42* Maize High School BPA Mark Arts Midian Shrine Plane of Mercy Fund Music Theatre for Young People Music Theatre of Wichita* NAWIC Wichita Scholarship Foundation Newman University* Pando Initiative* Rise Up For Youth* Ronald McDonald House Charities Salvation Army Samaritan s Purse Sedgwick County Zoo* Senior Services, Inc. of Wichita The Global Mountain Fund, Inc. The Guadalupe Clinic The Pando Initiative, Inc. The Starkey Foundation The Treehouse Inc. United Way of the Plains* University of Kansas Endowment* Wichita Aero Club Wichita Art Museum* Wichita Children s Home* Wichita Educational Foundation* Wichita Festivals, Inc. Wichita Junior Golf Foundation Wichita Metro Chamber of Commerce Wichita State University Foundation* Wichita Symphony* WSU Women s Volleyball

16 PROTECTING ASSETS IS WHAT WE DO, MAKING A DIFFERENCE IS WHO WE ARE. ROB COHEN, Chairman & CEO, The IMA Financial Group imacorp.com/community