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Employee Charitable Campaign

NOVEMBER 1 â€“ 30

A NOTE FROM OUR CEO Thank you for being part of our team, united in a mission to go above and beyond for those you may never meet. Your gifts create positive change in the lives of others and we couldn't do it withoutÂ you. Thank you for saying "YES!"

s t n e Cont 2 What Is PRESGiving?

3 How to Make a Donation 4 Show Me the Impact 6 Tricks of the Trade for Captains 14 PRESGiving Campaign Collateral 24 Your PRESGiving Contact

Presbyterian Healthcare Foundation

Action Guide 1

ElevatorSpeech We want to celebrate our employees and bring relief to those in our community when it is most needed. From the start, our community has been the core of who we are and what we do. Our incredible employees are generous and determined people who are passionate about addressing the needs in our communities and improving the lives of those we touch every day. Every employee at Presbyterian is invited to join PRESGiving, our employee charitable giving campaign, by making a personal contribution alongside more than 4,500 employees who believe in making progress a priority.

THE LONG VERSION Goodness in our community starts with employees like you. It takes a special kind of person to create such powerful change. To choose to uplift others. To fight for good. While PRESGiving is a yearround campaign, Presbyterian Healthcare Foundation (PHF) partners with United Way of Central New Mexico (UWCNM) each autumn to bring our employees together in our mission to commit to bold action.

It’s easy to make direct donations to any not-forprofit organization you are passionate about, whether it be Presbyterian or a United Way beneficiary. Employees who give have the opportunity to lift up families who are struggling, support our smallest patients through scary times and assist our care teams when they need it most. This special four-week initiative offers a wider spectrum of giving opportunities within Presbyterian and out in our communities through UWCNM.

In 2019, our employees contributed a total of $3,025,355 here at Presbyterian and across the communities we serve. When you give, you can expect inspiring updates and stories about how your donation has been put to use, along with the confidence that 100% of your tax-deductible gift is directed toward improving the health and lives of New Mexicans.

Three Primary Roles of a Captain EMPOWER Motivate your coworkers to take action by sharing stories and promoting the lives being impacted by PHF and UWCNM.

SUPPORT Encourage members of the team to participate and help guide them through the process.

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COMMUNICATE Communication is key at every step of the campaign, which is why your role is so vital to reaching all of our employees.

HAVE NO FEAR! We are here to help you every step of the way.

OUR CHALLENGE This year we are all facing new and different challenges. For some, our dining room tables have become our home offices and face-to-face meetings have been replaced with virtual discussions. With more than 13,000 employees throughout Presbyterian, you can imagine how hard it is to reach each individual and speak to their hearts in a way that resonates with them. That’s even more challenging

now that in-person interactions are so limited. That’s where you come in! Our goal is to reach as many employees as we can through interactions that inspire, provide hope, and ultimately, empower employees to take action. Your time, effort and role in our annual employee giving campaign can help us accomplish this.

We also understand that many employees have been economically impacted in a number of ways by COVID-19. It is important that we reflect empathy and compassion when meeting each employee in their current circumstance. We understand this campaign year will be unlike any in the past. But we are here for you every step of the way. This campaign truly does start with us.

HOW TO MAKE A DONATION

1. Visit PresSource > My Benefits > Charitable Giving (effective immediately) 2. Fill out the Online Giving Form (search PRESGiving on PresNet; effective first pay period of 2021) 3. Return the pre-campaign mailing each employee received in the mail. • HOUR CLUB – New in 2020 We are hoping that many of our employees will choose to join the “Hour Club.” Hour Club members give the equivalent of one hour of their base pay every pay period. For example: $10 per hour x 26 pay periods = $260 total gift amount Donors can choose whether they would like to fulfill their pledge with either payroll deduction or PTO. When a donor chooses PTO hours as the donation method, hours will be deducted from PTO balance in September 2021. When you donate your PTO, you have the opportunity to direct your support to one or a combination of three Presbyterian programs: Patient Assistance, Clinical and Nursing Education, or Area of Greatest Need. When you choose multiple programs, hours will be distributed equally among the funds you’ve selected. Hour Club = 26 PTO hours Double Hour Club = 52 hours Double Hour Club Employees can choose the equivalent of two hours of their base pay every pay period. Work less than 60 hours per pay period? Employees who work less than 60 hours per pay period may join the Hour Club by pledging the equivalent of one-half of their base pay every pay period.

• Donations through Presbyterian Healthcare Foundation (PHF) If you choose to support Presbyterian’s work by donating through PHF, you may do so directly and 100% of your gift will benefit the area of work you are most passionate about.

• Donations through United Way of Central New Mexico (UWCNM) You can choose to support United Way directly and help fulfill their mission of bringing people and resources together to improve lives and strengthen our communities. If you donate to an outside notfor-profit organization through United Way, 10% of your total donation (up to $1,000) will be invested in UWCNM’s Community Fund. This fund focuses on improving and empowering New Mexico residents through education, health, basic needs, and financial stability. All gifts of less than $24 will be invested in United Way.

• Legacy Giving Many people like to leave a gift to a charity in their will, trust or by beneficiary designation. Have you considered making a gift to benefit future generations? Contact JooHee Berglund at jberglund@phs.org or (505) 724-6584 for more information.

Action Guide 3

2019 by the numbers Presbyterian Healthcare Foundation is proud to be a self-sustaining organization. This means that 100 percent of your contribution is used to improve the health and lives of New Mexicans. Your donations help to make excellence a reality each and every day.

3,607

staff members received the opportunity for further education or training

3,314

More than

patients provided with assistance for lodging, transportation, meals, and other emergent needs

$280k

invested to support patients battling cancer

100

employees helped with emergent needs through the Employee CareFund

859

patients and community members served by the new Presbyterian Community Health Resource Center

$3,091,841

invested into Presbyterian patients, programs, education and equipment

867,444 patients and members served by Presbyterian (thatâ€™s 1 in 3 New Mexicans!)

Thank you for your support!

www.phs.org/foundation

www.facebook.com/PresHealthFoundation

BY THE NUMBERS

2020

In 2020 we awarded $2.1 million in 52 impact grants to nonprofit agencies. We raised over

in emergency COVID-19 funding.

Our Emergency funding has provided assistance to

There are since the baseline year 2010.

107

nonprofit agencies.

additional college graduates with degrees or certificates

Our Mission: Graduate partnership provided career exploration opportunities for students.

residents received free tax prep

returned to the community in tax refunds. (07/10/2020)

2-1-1 provided referrals to assistance.

277

companies enabled their employees to give through workplace campaigns

United Way of Central New Mexico

NEW

TRICKS OF THE TRADE

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BE INFORMED! The more you know about PRESGiving, the more impassioned you will become and the more information you can share with your coworkers. • Read this guide. • Attend a workshop from the comfort of your desk. • Check out our PresNet page for campaign information and a list of all participating captains (search "PRESGiving" on PresNet). • Review your weekly e-newsletters for updates. • Access your captain virtual tool kit in PresNet for all the components you need for a successful campaign. • Learn more about the work of Presbyterian Healthcare Foundation and United Way.

Action Guide 7

2 SET THE TONE Focus on hope, not obligation. This year, communication should celebrate employees, ignite the human spirit and express gratitude. You can help us do that by: • Being conversational, but not too casual. • Bringing the audience into your messaging when possible. • Being positive and inspirational. • Being clear and brief. • Keeping sentences simple. • Tying in real stories of impact.

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PARTICIPATE IN EVENTS WEDNESDAY, OCTOBER 21 VIRTUAL CAPTAINS KICK-OFF • Online meeting including inspirational speakers, games and more. • Registration links and more details will be emailed.

MONDAY, NOVEMBER 2 RED OUT • Morning Window: 6 am-12 pm Make a gift or confirm your current one. When you do, you’ll receive a touch-free door opener in the mail. In addition, your name will be automatically entered into the “quiz” email series that takes place that afternoon. • Email Quiz Series: Every hour from 12:30 pm – 4:30 pm Employees who participate using the online form in the morning window will receive a one-question quiz. Answer it correctly for your chance to win one of our raffle prizes. • Be one of the first 50 employees to submit the online giving form and receive a free PRESGiving mask. • Every employee who completes the online giving form will automatically receive a touch-free door opener in the mail.

WEDNESDAY, NOVEMBER 18 CAPTAINS CHECK-IN • More details will be emailed – Join our online discussion for captains to check in with each other, share successes and update the group on their campaign experiences.

Action Guide 9

BE VIRTUAL AND ENGAGED

We have created a virtual “captains' toolkit” with a variety of talking points and materials to help you share the PRESGiving message. • Use the official PRESGiving internal email signature (with supervisor approval) with a link to the online form. • Change your virtual meeting background to our custom PRESGiving captain design. • Host a virtual PRESGiving meeting or get on the agenda of one of your regularly scheduled meetings. • Participate in RED OUT - Send an email reminder to your department using the invitation flyer in your toolkit. • Distribute, email, or hang campaign flyers. • Email campaign reminders or stories of impact consistently throughout the campaign. Create your own or use our samples, images or campaign video. • Join the conversation! Chat with other captains, share your successes, challenges and more in our captains Teams group.

10 | Presbyterian Healthcare Foundation

5 ASK AND

YOU SHALL RECEIVE How to be successful in a virtual environment Craft your plan

Tips

• Make sure you have a deliberate goal for each email, meeting or conversation. For example, is the purpose of your communication educational, informational, or perhaps a dedicated ask for a donation?

• Tell a story, ask for a story. We will provide stories of impact. Maybe you have one of your own, or maybe your co-workers do, too.

• Be clear about your ask. • Be specific about how gifts are used to further the mission of different funds. • Refer to the resources in your virtual captain toolkit. • Make sure all your co-workers know how they can participate. • Familiarize yourself with donation types: Hour Club, Payroll Deduction, PTO Pledge • Always include the online giving form link when referencing this option.

• Emphasize past campaign success. Last year we hit our highest goal yet: $3,025,355! • Profile a different PHF or UW fund. • Personalize your ask in individual emails and outreach. • Reference the link in your email signature as an easy way to make a gift online. • Follow up within 7-10 days. • Report results to your co-workers. • Thank them if you know they are giving or made a gift. A little thanks can go a long way!

• Return the pre-campaign mailer in the return envelope received.

Action Guide 11

6 INCENTIVES CASUAL DAY STICKERS AND BARISTA BUCKS PUNCH CARD Employees who donate via payroll deduction or PTO will receive the option to choose between Casual Day Stickers or a Barista Bucks punch card to be used only in the 2021 year. (See flyer for more details.)

RAFFLE TICKETS All employees who donate a 16-hour PTO minimum or a minimum of $5 per pay period will be entered into a raffle for a variety of prizes.

DALE 4 SALE The department/team with the most campaign participation will win a few hours with Dale Maxwell, who will interact with your department and personally thank you for your generosity.

I GIVE CARDS Employees who give will receive the “I Give” card to display in their personal workspace. These will be sent in each employee’s confirmation email after they complete the online giving form. Current donors who do not interact with the online giving form will be sent their “I Give” card in an email at the start of the campaign. 12 | Presbyterian Healthcare Foundation

7EARN EXCLUSIVE

CAPTAIN REWARDS This year, when you reach a total of 20 points, you’ll receive an exclusive, captain-only prize package. It’s the ultimate way to give back, do what you love – and get rewarded while doing it!

Make your own payroll deduction or PTO gift

Recruit a NEW captain in a NEW department for this year’s campaign

Return as a captain for two or more consecutive years

Schedule a PRESGiving representative for a department presentation

Obtain a NEW payroll deduction or PTO donor

Increase your department’s total giving by 10%

Captain Rewards may include items of value including discounts on goods or services, gift cards and products. By accepting this package, you agree to pay the taxes associated with the value of these items. This amount will be communicated at the time of opt-in.

Action Guide 13

Pre-Campaign Mailer: Flyer

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Pre-Campaign Mailer: Form A

NOVEMBER 1 – NOVEMBER 30

United Way of Central New Mexico

My current payroll deduction (PRD) amount is:

Payroll Deduction Pledge(s): Presbyterian Healthcare Foundation

$______________ per pay period.

Your local United Way

1. Will you increase your impact this year? Your elections below will replace your current giving to Presbyterian Healthcare Foundation and/or United Way.

 Yes! I am inspired to join the Hour Club by donating an hour(s) of pay per pay period. Your donation will be calculated based on your personal compensation rate.

 Hour Club

(Equivalent to 1 hour of pay per pay period)

 Double Hour Club

(Equivalent to 2 hours of pay per pay period)

Want to donate PTO? To make a more comprehensive gift including PTO, visit PresNet> PRESGiving for the Online Pledge Form.

 Yes! I want to increase my impact. Increase my current gift by 10%

Total Amount: $___________ per pay period  Yes! I would like to increase my current giving. Choose your donation amount

Total PRD Amount

2. Choose a fund: Presbyterian Healthcare Foundation  COVID-19 Response Fund  Where the Need is Greatest  Behavioral Health  Breast Care at Rust  Cancer Care  Children’s Care  Clinical and Nursing Education  Community Health  Employee CareFund

United Way

 Heart and Vascular Care  Patient Assistance  Presbyterian Hospital Transformation  Robert Wertheim Hospice House  Women’s Care  Other: ____________________________ ____________________________

AND/OR

 Community Impact Fund  COVID-19 Recovery  Diversity Equity and Inclusion United Fund  Mission: Families  Mission: Graduate  Basic Needs  Guys Give to Stop Domestic Violence

 Hispano Philanthropic Society Middle School Initiative Fund  Women’s SelfSufficiency Fund  Young Leaders Society High School Initiative Fund  Other Non-Profit Organization*: ____________________________

Total Amount: $___________ per pay period

____________________________ If no response is received, your current giving amount will automatically roll over. Giving will be divided equally per pay period unless noted otherwise in Step 2.

*If you choose to designate your gift to another non-profit, your gift will be subject to the terms and conditions of your local United Way.

Please return form in enclosed envelope or contact Presbyterian Healthcare Foundation at (505) 724-6576 or phf@phs.org.

Employee ID#

Action Guide 15

Pre-Campaign Mailer: Form B

NOVEMBER 1 – NOVEMBER 30

United Way of Central New Mexico

1. Will you consider making an impact this year?  Yes! I am inspired to join the Hour Club by donating an hour(s) of pay per pay period. Your donation will be calculated based on your personal compensation rate.

 Hour Club

(Equivalent to 1 hour of pay per pay period)

 Double Hour Club

(Equivalent to 2 hours of pay per pay period)

Want to donate PTO? To make a more comprehensive gift including PTO, visit PresNet> PRESGiving for the Online Pledge Form.

 Yes! I want to make an impact.

Total Amount: $10.00 per pay period  Yes! I would like to give. Choose your donation amount

Total Amount: $_________ per pay period Giving will be divided equally per pay period unless noted otherwise in Step 2.

______________________________ ______________________________

AND/OR

United Way

 Community Impact Fund  COVID-19 Recovery  Diversity Equity and Inclusion United Fund  Mission: Families  Mission: Graduate  Basic Needs  Guys Give to Stop Domestic Violence  Hispano Philanthropic Society Middle School Initiative Fund

 Women’s SelfSufficiency Fund  Young Leaders Society High School Initiative Fund  Other Non-Profit Organization*: ______________________________ ______________________________ ______________________________

*If you choose to designate your gift to another non-profit, your gift will be subject to the terms and conditions of your local United Way.

Please return form in enclosed envelope or contact Presbyterian Healthcare Foundation at (505) 724-6576 or phf@phs.org.

16 | Presbyterian Healthcare Foundation

 Patient Assistance  Presbyterian Hospital Transformation  Robert Wertheim Hospice House  Women’s Care  Other:

Employee ID#

Campaign Flyer

NOVEMBER 1 â€“ 30, 2020

CELEBRATING OUR EMPLOYEES and bringing relief to those in our community when it is needed most. It Starts with Us.

ARE YOU IN? Search for PRESGiving on PresNet to give! For more information, please contact Presbyterian Healthcare Foundation at phf@phs.org or (505) 724-6576.

Action Guide 17

Incentive Flyer

2021

GIVING

has its rewards! November 1 – 30, 2020

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To thank you for giving, we would like to offer you Casual Day Stickers OR a Barista Bucks Punch Card! Subject to supervisor approval. • $5-$9.99/paycheck OR 16-31 PTO hours = 10 Casual Day Stickers OR Barista Bucks • $10-$24.99/paycheck OR 32-63 PTO hours = 20 Casual Day Stickers OR Barista Bucks • $25+/paycheck OR 64+ PTO hours = 50 Casual Day Stickers OR 25 Barista Bucks

For more information contact Presbyterian Healthcare Foundation at phf@phs.org or (505) 724-6576. *Must pledge gift by December 31, 2020. *Donation via payroll deduction or PTO is the only way to receive Casual Day Stickers or a Barista Bucks Punch Card. *Stickers and Barista Bucks will be gifted on either PRD or PTO level of giving (whichever is higher). Amounts cannot be combined for additional benefits.

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PTO Giving Guide

Employee Charitable Campaign NOVEMBER 1 – 30, 2020

PRESGiving PTO FAQs As Presbyterian employees, we have the wonderful opportunity to use our Paid Time Off (PTO) to make a charitable donation. The details of this process can be a bit confusing so we want to provide this Q&A to help answer some common questions. How Are PTO Hours Pledged? PTO donations are pledged in hours. For example, you can pledge 1 to 200 hours. These hours are then “sold” and converted to dollars that are used to support a designated Presbyterian program through the Presbyterian Healthcare Foundation. To facilitate your PTO donation, you can do so through the two following options: 1. Online Pledge Form (search PRESGiving on PresNet) 2. Return the pre-campaign mailing each employee received in the mail Can I fulfill my Hour Club pledge with PTO? Yes! New to the campaign in 2020, employees have the option to join the "Hour Club" by pledging the equivalent of one hour of their base pay every pay period. If PTO is the chosen donation method, a one-time donation of 26 hours will be deducted from the employee's PTO balance in September 2021. How does the Double Hour Club work? Employees can choose the equivalent of two hours of their base pay every pay period. This is a one-time donation of 52 hours of PTO that will be deducted from the employee's PTO balance in September 2021. What Programs Can I Support Through PTO Donations? The 2020 campaign has three Presbyterian programs that you can choose to support through PTO donations. They include Patient Assistance, Clinical and Nursing Education and Area of Greatest Need. Your PTO donation will be routed directly to Presbyterian Healthcare Foundation for processing in September 2021. What Is The Value of My PTO? PTO value is based on your hourly rate multiplied by the number of hours you choose to donate. In order to ensure that you are not liable for taxes at the end of the year, Presbyterian payroll then deducts taxes on your behalf at the current taxable rate (now 34.55% for most employees). The net amount is then applied to your PTO pledge. For example, if your hourly rate is $10 and you pledge 40 hours, your net donation would be $10 x 40 hours x 0.6545 (tax rate) = $261.80. Can I Make A Multi-Year Pledge? Yes! You can make a per year PTO pledge designating the number of hours you’d like to give in each year. You can pledge up to three years of PTO. What Is The Deadline For PTO Donations For PRESGiving? Due to IRS regulations, PTO pledges must be made by December 31, 2020. These pledges will be deducted in September 2021. Can I Change The Number Of Hours After My Pledge Is Made? You can always reduce the number of pledged hours or cancel your PTO pledge if you find that you no longer have sufficient PTO hours in your bank or simply no longer wish to donate. After December 31, 2020, however, IRS regulations prevent increasing the number of PTO hours you can donate in the current year. Careful planning is required to make sure you don’t hit the maximum cap of 320 hours in your PTO bank and stop accruing PTO until hours are utilized. Can I Donate PTO Hours To Employees In Need? Although you can support the Employee CareFund with cash donations through PRESGiving, PTO donations to the CareFund cannot be made through PRESGiving. PTO can be donated to employees in need through the Employee Leave Bank administered by Presbyterian Human Resources. Due to the nature of these PTO donations, they are not tax-deductible to the donor. For more information, visit the Employee Leave Bank page on PresNet or contact AskHR at 505-923-8750.

Action Guide 19

PTO Calculation Guide The calculations below are intended to provide employees with an illustration of available PTO for donation in 2021.

Annual PTO Accrual Rates for Full-time Employees PTO Eligibility Years < 1 year

years 1 < 5

years 5 < 10

10+ years

staff/manager

200 hours/year 7.08 hours/pay period*

200 hours/year 7.69 hours/pay period

240 hours/year 9.23 hours/pay period

280 hours/year 10.77 hours/pay period

director

240 hours/year 8.61 hours/pay period*

240 hours/year 9.23 hours/pay period

280 hours/year 10.77 hours/pay period

senior leader

280 hours/year 10.15 hours/pay period*

280 hours/year 10.77 hours/pay period

* Presbyterian puts 16 hours of PTO into the PTO Banks of newly eligible full-time employees during their first week of employment. The amount of PTO hours earned for the remaining pay periods of the first year is adjusted to result in the stated first year Annual Accrual Rate. This applies to employees whose start date is September 8, 2018, or later.

Net PTO Accrual at the Time of the PTO Draw in 2021 CALCULATION

# of PTO Hours Earned 1/1/2021-9/6/2021 Draw – Holiday Hours=Net PTO Accrual at PTO Draw in 2021 < 1 year

years 1 < 5

years 5 < 10

10+ years

staff/manager

134.52 PTO-32 Holiday= 102.52 Net Hours

146.11 PTO-32 Holiday= 114.11 Net Hours

175.37 PTO-32 Hours= 143.59 Net Hours

204.63 PTO–32 Holiday= 172.63 Net Hours

director

163.59 PTO-32 Holiday= 131.59 Net Hours

175.37PTO-32 Holiday= 143.37 Net Hours

204.63 PTO-32 Hours= 172.63 Net Hours

204.63 PTO–32 Holiday= 172.63 Net Hours

senior leader

192.85 PTO-32 Holiday= 160.85 Net Hours

204.63 PTO–32 Holiday= 172.63 Net Hours

**There are 19 pay periods and 32 hours of holiday time from January 1, 2021 – September 6, 2021. The above calculation assumes that the employee takes PTO for those holidays. Net PTO Accrual is in addition to PTO Hours currently in your PTO Bank. To calculate your net PTO value, multiply your hourly pay rate by the number of hours you are planning to donate, then multiply that value by 0.6545 (the net taxable rate). For example, if your hourly rate is $10 and you make a pledge of 40 hours, your net donation would be $10 x 40 hours x 0.6545 (tax rate) = $261.80.

20 | Presbyterian Healthcare Foundation

Email Header

NOVEMBER 1 – 30

Email Footer

United Way of Central New Mexico

Email Signature

Join over 4,500 employees proving how unstoppable we are when we come together. Pledge your gift today Or search for PRESGiving on PresNet

Virtual Meeting Background How to change your background in Microsoft Teams: • Download the PRESGiving Microsoft Teams meeting background from the virtual toolkit on to your computer. • While you're setting up your video and audio before joining a meeting, select “Background effects“, located immediately to the right of the mic switch. Your background options will display on the right. • Choose “Add new,” then select the PRESGiving background. • Your new background will appear in all your meetings and calls.

Action Guide 21

I Give Impact Cards

I, (your name)

2020

HOPE TO SEE (a specific audience)

(solve a problem)

I CHOOSE TO GIVE TO (charity)

BECAUSE IT MAKES ME FEEL (adjective)

(your name)

2020

HOPE TO SEE

(a specific audience)

(solve a problem)

I CHOOSE TO GIVE TO (charity)

BECAUSE IT MAKES ME FEEL (adjective)

22 | Presbyterian Healthcare Foundation

Thank You For volunteering your time as a PRESGiving Captain "Someone that year gave what they could. Because they gave, our phone bill was paid, allowing my husband to find us a home while I stayed in the hospital with our son. Because our phone was on, my husband was able to find a job, getting us back on our feet. By not worrying about the phone bill, we were able to buy diapers and formula. Every bit helped and I don't know how to say thank you enough."Â â€“ Grateful patient

Your Contact: MELANIE HITCHCOCK

mhitchcoc@phs.org (505) 724-6576

P.O. Box 26666 Albuquerque, NM 87125-6666 Telephone (505) 724-6580 Fax (505) 724-8000 www.phs.org/foundation www.facebook.com/PresHealthFoundation