Where Does Your Money Go?

The Employee Ownership Foundation's single goal is to help more individuals become employee owners.

When you participate in ESOPATHON, the funds you raise will fuel the mission of the Employee Ownership Foundation and help expand access while protecting those who already have an ESOP.

Here is an overview of some of the Foundation's programs in 2021

ESOP Formation Video Series

Over the next 10 years, more than 2.5 million baby boomer business owners will be looking to transfer ownership of their business.  We should all want their FIRST choice to be selling their business to their employees.  This requires awareness and education – two things that ESOPATHON helps fund.  In an effort to start communicating to them and educating them about employee ownership, the Employee Ownership Foundation launched, throughout 2021 and 2022, 8 videos about ESOPs.

In this first-ever video series, ESOP founders and employee owners across the country and in varying industries tell their stories.  Also included in this series is a panel of seasoned ESOP advisors who explore the myths and facts about ESOPs and the benefits that employee ownership provides. 

Employee Ownership Research

Research is central to the Foundation's mission. Over nearly three decades of existence, the EOF has been the nation's leading sponsor of data collection and research programs in employee ownership, funding millions of dollars in survey analysis, fellowships, and academic inquiry. 

Through academic partnerships with Rutgers University, Pepperdine, and the University of Pennsylvania, here are a few studies supported by the Foundation in 2021:

  • Pepperdine University Private Capital Market Report - For the first time, the 2021 Pepperdine survey investigated Employee Stock Ownership Plans in the succession planning process for private businesses. This inclusion led to some landmark discoveries for employee ownership.
  • National ESOP Employee Survey - For the last three years, through Rutgers Institute for the Study of Employee Ownership and Profit Sharing, 1,500 employees in ten ESOP companies participated in the most recent scientific and authoritative employee owner survey ever done of ESOP employees.
  • Retirement Plan Comparison Study - Through Rutgers University, this study explains how you can attract and retain the best employees, including why ESOPs are a hugely successful retirement vehicle.
  • Additionally, the EOF is pleased to continue to support the Louis O. Kelso Fellowships which support academic research that conveys the value of employee ownership and help other successful businesses become employee owned. 

UPENN CEO Leadership Program

Leadership effectiveness is the critical factor in the success of an ESOP company. Limited to 20 participants each year, this two-week intensive program for CEOs is focused on enhancing each participant’s leadership effectiveness and building a network of ESOP CEOs who can share resources and best practices to enhance the success of ESOPs across the county.

Charles R. Edmunson Scholarships

The EOF proudly grants 10 scholarships annually in the name of Charles Edmunson. These scholarships help defray the cost of sending non-management employee owners to programs that promote and offer education on employee ownership.

 

Click here for more details on the work of the Employee Ownership Foundation