imacorp.com/community

2017

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!

imacorp.com/community

IMA’s commitment to protect assets and make a difference happens throughout the company, not just

through the IMA Foundation.

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.

10040 YEARSEMPLOYEE OWNED

FOROVER

% 8.2% 2016-2017

OUR MARKETSAustin, TXBirmingham, ALDallas, TX

Denver, COHouston, TXKansas City, MO

Mt. Pleasant, MISan Antonio, TXTopeka, KS

Wichita, KS

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.

Captive & Program Design ManagementProgram Management

Insurance SolutionsInsurance | Risk Management

Surety | Employee Benefits

Wholesale Insurance BrokerageWealth Management

Retirement Plan ConsultingPersonal Insurance | Business Insurance

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.

THE IMA FOUNDATION

To provide philanthropic support in the communities

where we work and live

MISSIONEmpowering our communities to create opportunities which protect

assets and make a difference

VISION

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

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

ADVANCING YOUTH

IMA FOUNDATION FOCUS AREAS

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. 13,298

IMA ASSOCIATES VOLUNTEERED

HOURSSTEADILY MAKING A DIFFERENCE

2015 6,852 HOURS

2016 7,931 HOURS

2017 13,298 HOURS

2014 5,649 HOURS

2013 5,353 HOURS

IN OUR COMMUNITY ACTION COMMITTEES

MAKING ADIFFERENCE IN

MARKETS5

CAC’S IMPACT

43IMA

ASSOCIATES

THE IMA FOUNDATION PROVIDED GRANTS TO NEARLY 100 NONPROFIT ORGANIZATIONSThrough IMA Foundation grants and our employee matching gifts program, the IMA Foundation supported nearly 100 nonprofit partners in 2017. Because of the passion of our associates, dozens of nonprofits benefited from twice the financial support

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.

COMMUNITY ACTION COMMITTEE

IMA’s business model revolves around people. We know our greatest achievements occur when we work together.

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.

I MAKE A DIFFERENCE DAY 2017

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

400OVER

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.

DENVER, COPING PONG ON THE PLAZA

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

SANDBLAST VOLLEYBALLDALLAS, TX | WICHITA, KS

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.

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.

SNEAKPEEK

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

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

MAKING A DIFFERENCE IN OUR COMMUNITIES * Denotes IMA Foundation grant recipient

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

MAKING A DIFFERENCEIS WHO WE ARE.

PROTEC TING ASSETS IS WHAT WE DO,

– ROB COHEN, Chairman & CEO, The IMA Financial Group

imacorp.com/community