Foundation Annual Report - 2012 by Beta Theta Pi

Beta Theta Pi Foundation

2012 ANNUAL REPORT June 1, 2011 — May 31, 2012

Enrichment

“Learn and grow all you can; serve and befriend all you can; enrich and inspire all you can.” — William Arthur Ward, American Author and Scholar

bet at het a pi

Annual Report 2012

Mission

To develop men of principle for a principled life.

Vision

Every member will live Beta Theta Piâ&#x20AC;&#x2122;s values.

Core Values

To build lasting bonds of friendship and brotherhood, Beta calls for: Mutual Assistance

Betas believe that men are mutually obligated to help others in the honorable labors and aspirations of life.

Intellectual Growth

Betas are devoted to continually cultivating their minds, including high standards of academic achievement.

Trust

Betas develop absolute faith and confidence in one another by being true to themselves and others.

Responsible Conduct

Betas choose to act responsibly, weighing the consequences of their actions on themselves and those around them.

Integrity

Betas preserve their character by doing what is morally right and demanding the same from their brothers.

Strategic Priorities Self-Governance Education

Recruitment Volunteers

UCLA Leadership College attendees at the 173rd General Convention in Chicago, August 2-5, 2012.

bet at het a pi

www.betathetapi.org/gift

CHAIRMAN’S LETTER

First

– Our FY13 BLF goal is once again set at $1 million to fully fund the educational programs of our 7,860 undergraduates. Of Heart and Mind is this year’s BLF theme, and it comes from Founder Charles Henry Hardin, Miami 1841, who believed the Fraternity’s progress was dependent upon “the mutual fidelity of hearts” and “the mutual assistance of mind.” I couldn’t agree more, and I hope you will answer the call again this year with your support of the BLF.

Second

S. Wayne Kay, Virginia Tech ’73, and his Beta Sweetheart, Susan

Dear Brothers, Parents and Friends of Beta: It is a privilege to share with you the 2012 Annual Report! This past fiscal year was record-breaking for the Beta Foundation, and I offer my sincere gratitude to the 2,375 alumni, 213 Friends of Beta, 166 parents and 2,196 undergraduates who contributed a total of $1,006,468 to the Beta Leadership Fund in FY12 – helping us surpass our first-ever $1 million goal. I don’t for a second take for granted the generosity provided by so many, and the number of undergraduate lives enriched by this BLF support is truly inspiring! To reciprocate the enrichment generated by our loyal supporters, this publication not only recognizes our FY12 donors and the results they help produce, but it highlights a few of the countless Betas, families, parents and friends who exemplify our principles each and every day. I hope the pages that follow give you a glimpse of how our Great and Good Fraternity is enriching lives everywhere. As you know, the new academic year is upon us, and I’m asking Betas and friends to continue our momentum in two specific ways:

– To keep pace with the increasing educational demands of the Fraternity that are above and beyond what annual funding can sustain, the Beta Foundation recently announced The Promises to Keep Campaign. Page 58 of the Annual Report includes more information from Honorary Campaign Chairman Don Abbey, Penn State ’70, and I ask that you watch for, and welcome, any communication from Brother Abbey and his Campaign Cabinet this year. I’m sure you’ll agree that sustaining and advancing the current and future programs of the Men of Principle initiative is an endeavor worth supporting!

Finally, I would like to recognize outgoing Foundation Director Rick Spangler, North Carolina ’71, who has provided the resources and leadership necessary to move our educational Foundation forward. Thank you for your service, Brother!

BLF Impact in Fiscal Year 2012 1,622 students attended leadership programs

106 chapters granted a $500 Men of Principle Scholarship

63 students received Merit

Scholarships totaling $78,100

265 advisors and General Fraternity Officers trained

271 chapter coaching visits conducted

FY13 BLF Goals

$1 Million

On behalf of the Foundation Board of Directors and staff in Oxford, we hope your Beta Spirit is enriched this year as you play a significant role in developing men of principle for a principled life!

in contributions from

Yours in ___kai___,

5,000 Donors

S. Wayne Kay, Virginia Tech ’73 Chairman, Beta Theta Pi Foundation Board of Directors

bet at het a pi

Annual Report 2012

FOUNDATION PROFILE Beta Foundation Staff

Foundation Purpose The purpose of the Beta Theta Pi Foundation is to advance the educational mission and goals of Beta Theta Pi toward the vision of the Fraternity. The Foundation will strive to offer a variety of opportunities for gift support of the Fraternity’s education activities, communicate these opportunities to members regularly and provide the resources necessary to produce an effective and efficient advancement program for the mutual benefit of donors and Beta Theta Pi.

Left to right: Brawner, Cobb, Brant, Lednik, King and Fernandez

Cultivation

Stewardship

Jonathan J. Brant, Miami ’75 Foundation Director

L. Martin Cobb, Eastern Kentucky ’96 Director of Advancement and Communication/Editor

Ryan E. King, Southern Illinois ’01 Director of Advancement

Matthew J. Brawner, Truman State ’07 Director of Advancement

100%

PROGRAM SERVICES RATIO 88.5%

90%

90.6% 84.6%

81.2%

88.0%

85.3%

65%

93.2%*

80%

Philip S. Fernandez, Miami ’06 Director of Advancement

70%

Laura L. Lednik Director of Development For complete biographies of Foundation Directors, Fraternity Trustees and the Administrative Office Staff, visit www.betathetapi.org.

2012 Best Major Gifts Development Effort

Beta Theta Pi Foundation

Presented by the North-American Interfraternity Conference Foundation

Solicitation

65%

52%

51%

60%

50%

40%

FY06

FY07 Non-Profit Industry Standard

65% 55%

FY08

65%

53%

FY09

Average for all Fraternity Foundations

51%

FY10

65%

48%

FY11

FY12

Beta Theta Pi Foundation

*The Beta Foundation’s PSR for fiscal year 2012 is an approximation pending the figures of our annual audit. All data in this chart is provided by an independent partner of the North-American Interfraternity Conference Foundation and is calculated using public non-profit tax returns (IRS 990).

A Track Record of Efficiency The Program Services Ratio (PSR) represents the percentage of each dollar spent by the Beta Foundation that goes directly to the leadership development programs of the Men of Principle initiative (program expenses/total expenses). The PSR chart compares the Beta Foundation’s PSR with both the fundraising industry standard of 65% or more and the average PSR for all Fraternity Foundations. Each year the Beta Foundation strives to spend as little as possible on fundraising expenses, and as much as possible on educational programing. In other words, the higher the PSR, the better, and in fiscal year 2012, 93 cents of every dollar spent by the Beta Foundation went directly to programming benefiting our undergraduates and volunteers across North America.

bet at het a pi

www.betathetapi.org/gift

TABLE OF CONTENTS

Enrichment

"Beta Theta Pi has been a part of our family since the fall of 1939 when our Dad — Dr. Hugh E. Stephenson Jr., Missouri ’43 — met his lifelong brothers of the Zeta Phi Chapter at the University of Missouri. Dad spent his entire life nurturing friendships and mentoring Dr. Hugh E. Stephenson, Jr. Beta brothers in chapters across North America. Almost daily, our lives were touched by a visit, phone call or note from a fellow Beta, and these faithful friendships provided immeasurable gratitude and joy to our family. Dad, Mom (Sally) and the two of us are forever blessed by this Great and Good Fraternity, and our lives continue to be enriched each and every day. Betas are men with wonderful character and principle, indeed!" — Ann Stephenson Cameron and Hugh (Ted) Stephenson III, SMU ’88

Dr. Stephenson served as General Fraternity President from 1978-81 and received the 30th Oxford Cup on August 8, 1997. He was recruited by Rush Chairman and Class President Sam Walton, Missouri ’40, and was credited with developing one of the first portable defibrillators. Dr. Stephenson passed away peacefully surrounded by his family on July 26, 2012, and Beta Theta Pi is forever grateful for the dedication and service of this true Beta legend.

Chairman’s Letter

Foundation Profile

Board of Directors

Volunteer Ambassadors

By the Numbers

Leadership Development Programs

Leadership Report Card

Merit Scholarships

John Reily Knox Club

Beta Leadership Fund and Donor Recognition

Sons of the Dragon Club

Friends of Beta and Parent Donors

Named Endowment Funds

Bridge Builder Society

DEA Grant Program

Ways to Give

The Promises to Keep Campaign

bet at het a pi

Annual Report 2012

BOARD OF DIRECTORS BLF Contributions by Audience $1,006,468 received from 4,950 donors in fiscal year 2012

$43,374

$101,058 379 Friends of Beta and Parent Donors

2,196 Beta Undergraduate Donors

$197,897 58 Board Member/Staff Donors

$664,139 2,317 Beta Alumni Donors

Enrichment

“Far and away the best prize that life offers is the chance to work hard at work worth doing.” — Theodore Roosevelt, 26th President of the United States

The Beta Theta Pi Foundation, a 501(c)(3) public charity, was created in 1990 to attract and receive gifts to support leadership and academic opportunities. Working with the Foundation staff in Oxford, the Beta Theta Pi Foundation is led by a 10-member Board of Directors. Stephen B. Becker, Florida ’69 Hamilton, Ont.

Thomas H. McCasland, Jr., Oklahoma ’56 Dallas, Texas

President, Stephen Becker Consulting Inc., a Canadian consulting firm; former Administrative Secretary of Beta Theta Pi; President of the Beta Theta Pi Foundation of Canada; Director of the Florida Beta Student Aid Fund

Chairman, Mack Energy Co. and the family’s business enterprises; Board Member: Dallas Opera, AT&T Performing Arts Center, Dallas Arboretum, Beta Theta Pi Corp. of Oklahoma and Beta Theta Pi Foundation of Oklahoma; Dallas Country Club Member

R. Ethan Braden, Willamette ’02 Indianapolis, Ind.

Charles O. McCormick III M.D., Indiana ’72 Indianapolis, Ind.

Neuroscience Commercialization Leader - Emerging Markets, Eli Lilly & Company; Board of Directors, Little Red Door Cancer Agency of Indiana; former Expansion Director and Education Consultant, Beta Theta Pi Foundation and Administrative Office

Ophthalmologist; Owner of the Indiana Eye Clinic; Chapter Counselor of Pi Chapter at Indiana University

S. Wayne Kay, Virginia Tech ’73 Houston, Texas

H. Kent Mergler, Cincinnati ’63 Stuart, Fla.

President & CEO, CardioNexus/Panasonic Healthcare; former President/CEO of Health Industry Distributors Association, Quidel Corp. and SmithKline Diagnostic; National Trustee, Boys & Girls Clubs of America; Fourth Degree, Knights of Columbus

Chairman, Northstar Capital Management, Inc.; retired President of Stein, Roe & Farnham, Investment Counsel

Jeffrey Lieberman, Pennsylvania ’96 New York, N.Y.

Robert J. Schaupp, Lawrence ’51 Green Bay, Wis.

Managing Director of Insight Venture Partners, a leading venture capital firm; Director of Paisley Software, Threadless.com, Karmaloop, Healthcaresource and AdvantageIQ

Chairman P & S Investment Company; Trustee Lawrence University; President Fox Valley Beta Theta Pi Alumni Association

William E. Lowry, Jr., Kenyon ’56 Chicago, Ill.

John H. Stebbins, Emory ’92 Smyrna, Ga.

Assistant to the President, The Chicago Community Trust; former Senior Advisor and Vice President of Human Resources and Administration for The MacArthur Foundation; Board of Trustees at Kenyon College

Managing Director and CFO of RidgeWorth Capital Management, Inc.; former Audit Manager for SunTrust Banks, Inc.; former General Treasurer of Beta Theta Pi

bet at het a pi

VOLUNTEER AMBASSADORS The Beta Theta Pi Foundation is grateful for the volunteers who served as advocates for the Beta Leadership Fund in fiscal year 2012. Our Honorary Friend of Beta, Honorary Parent Chairs, Foundation Ambassadors and Sons of the Dragon Club Giving Council are instrumental each year in educating Beta’s constituents on the purpose of the Beta Foundation and enlisting others to support the BLF annually. 2011-12 Honorary Friend of Beta Chair

Eli Ker, Sigma Phi Epsilon Associate Director for Fraternity and Sorority Life at Clemson University

2011-12 Honorary Parent Chairs

2011-12 Foundation Ambassadors

2011-12 Sons of the Dragon Club Council

Dustin Anderson, Minnesota ’05 Brad Brown, Oklahoma ’07 Steve Brylski, Virginia Tech ’06 Peter Darrow, Miami (Fla.) ’09 Bruce Fein, Colgate ’84 Brian Focarino, William & Mary ’11 Ron Helman, Miami ’55 Tim Herrmann, Dayton ’10 Kyle Kerrigan, DePauw ’12 Andy Lane, John Carroll ’12 Martin Lewison, Columbia ’88 Connor McDonald, Chapman ’15 Henry Noonan, Florida International ’14 Matt Paynter, Florida ’00 Brett Rundle, Kansas State ’03 JB Scherpelz, Miami ’05 Jordan See, Florida ’08 Ben Szweda, John Carroll ’12 Jason Waggoner, Truman State ’04 Brian Webber, Loyola Marymount ’09

Andrew Broenen, Cornell ’13 Eric Bunner, Ohio State ’13 Zach Burklund, Truman State ’13 Chase Colvin, Oklahoma State ’14 Matthew Dempsey, Connecticut ’13 Toby Fish, Oregon ’14 Mark Hawk, Dayton ’14 Matt Hoffner, Virginia Tech ’12 Stewart Holder, Alabama ’13 Jorge Horcasitas, Kettering B ’14 Marty Ignacio, California, Irvine ’13 Trevor Kellogg, Washington ’14 Jimmy Kirkpatrick, DePauw ’13 Cody Kosycarz, California, Los Angeles ’12 Dan Marnich, North Dakota ’13 Austin Marple, TCU ’14 Ethan McMahon, Florida ’13 Colin O’Brien, George Washington ’14 Ben Ramalanjaona, Columbia ’13 Kevin Tornes, Colorado Mines ’13

Tim and Melanie Breedlove With their son, Robert, San Diego ’13

Are You the Next Ambassador for the Beta Foundation?

Enrichment

“My son, Peter, was a Founding Father of the Eta Beta Chapter at the University of Miami, and I have had the pleasure of watching him (and his chapter brothers) show commitment, energy and dedication to Beta Theta Pi. He has grown into a young man of strong character, values and kindness, and I’m thankful for the many ways the Fraternity has enriched both of our lives. Peter served as a Foundation Ambassador this year, and we both continue to be advocates for the Beta Leadership Fund because we know our support is providing young men the opportunity to grow through the friendship, leadership and character-building experiences of the Fraternity. Thank you for enriching both

of our lives and for developing today’s students in meaningful and positive ways!” — Leni Moore, mother of Peter Darrow, Miami (Fla.) ’09

The Beta Foundation is in search of passionate Betas willing to volunteer and strengthen commitment to the Beta Leadership Fund in December and May this fiscal year. If you are interested in having fun connecting with other loyal Betas while also making a difference for Beta undergraduates, you will make a great Foundation Ambassador. Contact Director of Advancement Ryan King, Southern Illinois ’01, or visit www.betathetapi.org for more information.

bet at het a pi

Annual Report 2012

BY THE NUMBERS Congratulations to Beta’s Re/Chartered Chapters Furman University Zeta Lambda Chapter Greenville, S.C. Iowa State University Tau Sigma Chapter Ames, Iowa University of Maryland Delta Omega Chapter College Park, Md.

Chapters & Membership

2007-08

2008-09

2009-10

2010-11

2011-12

Chapters and Colonies Undergraduate Initiates and Pledges Beta’s Average Chapter Size Average Chapter Size of All Fraternities Chapters Closed Re/Colonizations

119 6,849 58 43 7 4

118 6,907 59 47 4 3

118 7,076 60 47 4 4

118 7,455 63 45 3 5

120 7,860 66 45 8 6

Volunteers

2007-08

2008-09

2009-10

2010-11

2011-12

Total Number of Advisors Average # of Advisors per Chapter Chapters with 5+ Advisors Advisors attending Advisor Training Conferences General Fraternity Officers attending the Leadership Summit

776 6.52 87 134

831 7.04 81 226

799 6.77 98 121

843 7.14 104 145

827 6.89 104 220

Northeastern University Eta Zeta Chapter Boston, Mass. Penn State University Alpha Upsilon Chapter State College, Pa. University of South Carolina Upsilon Chapter Columbia, S.C.

Enrichment “Modesty seldom resides in a breast that is not enriched with nobler virtues.” — Oliver Goldsmith,

18th Century British Poet

$1,006,468 4,950 Donors

$1,000,0

$900,00

$863,268 3,753 Donors

BETA LEADERSHIP FUND CONTRIBUTIONS $731,882 2,711 Donors

$800,00

$674,723 0 4,076 Donors $700,00

$600,00

$552,698 3,238 Donors

$573,216 2,515 Donors

FY05

FY06

$500,00

$938,072 4,427 Donors

$720,100 2,677 Donors

$498,681 2,069 Donors

$400,00

$300,00

$200,00

$100,000 $0 FY04

FY07

FY08

FY09

FY10

FY11

FY12

www.betathetapi.org/gift

3.200

BETA GPA VS. ALL FRATERNITY GPA

3.101

3.120

3.146

3.100

3.069 Avg. GPA of all Beta Chapters

Avg. GPA of all Fraternities

2.820

3.004 2.984 2.999

3.008

3.050

3.015

3.000

2.950 2.936 2.950

2.929 2.920

2.925 2.925

2.893

2.900

2.860

2.846 2.821

2.850

2.800

2.750 1997

1998

1999

3.150

2000 2001

2.750

2002 2003 2004 2005 2006 2007 2008 2009

2010

2011

Leadership Development & Scholarships

2007-08

2008-09

2009-10

2010-11

2011-12

Men of Principle Scholarships Granted to Chapters Merit Scholarships Awarded Leadership Development Program Participants % of Beta Undergraduates Attending a Leadership Development Program

90 $83,425 1,605 22.04%

99 $82,175 1,571 22.44%

86 $82,675 1,236 17.36%

91 $78,750 1,471 20.36%

106 $78,100 1,622 19.85%

Key Financial and Fundraising Data

2007-08

2008-09

2009-10

2010-11

2011-12

Beta Leadership Fund Contributions Total Number of BLF Donors Total Number of First-Time BLF Donors Annual BLF Donor Retention Rate Educational Dollars Granted** Direct Mail and Fundraising Expenses Beta Foundation Net Assets

$731,882 2,711 261 60.9% $2,493,501 $94,693 $16,008,076

$720,100 2,677 304 53.6% $2,232,661 $203,762 $12,179,179

$863,268 3,753 1,293 58.8% $2,176,697 $137,035 $13,461,135

$938,072 4,427 1,478 58.8% $2,957,406 $334,792 $16,667,175

$1,006,468 4,950 1,863 54.0% $2,860,929* $208,688* $17,602,141*

2012-13 Re/Colonization Plans University of Arkansas Fayetteville, Ark. September 2012 trevor.voss@betathetapi.org Baylor University Waco, Texas January 2013 alex.gardner@betathetapi.org College of Charleston Charleston, S.C. September 2012 daen.ekpa@betathetapi.org High Point University High Point, N.C. January 2013 michael.mcphee@betathetapi.org Massachusetts Institute of Technology Boston, Mass. September 2012 ryan.gee@betathetapi.org Ohio University Athens, Ohio September 2012 jason.gangwer@betathetapi.org Worcester Polytechnic Institute Worcester, Mass. October 2012 andrew.porter-price@betathetapi.org

* Figures are unofficial until our annual audit by Blue & Co. LLC. ** Includes grants for all leadership programs, the Men of Principle initiative, Foundation management and donor cultivation.

bet at het a pi

Annual Report 2012

LEADERSHIP DEVELOPMENT PROGRAMS

The Fraternityâ&#x20AC;&#x2122;s mission to develop men of principle for a principled life is manifested each year through our award-winning leadership development programs. Aimed at developing the hearts and minds of young Betas across North America, these programs play a critical role in building and strengthening an undergraduate experience that is safe, enjoyable and purposeful. Recognized internationally with 12 awards by our interfraternal peers, the following pages highlight the growth and impact of the leadership development programs made possible each year by the generosity of our loyal donors.

Facilitators and undergraduates at the 2012 John and Nellie Wooden Institute for Men of Principle

NUMBER OF STUDENTS ATTENDING A BETA LEADERSHIP PROGRAM 1,800

1,605

1,600

1,622

1,571

1,454

1,471

1,400 701

1,200

1,060 908

1,000

256

800

101

600

465

400 200

1997

15 1998

223

45 27

105 35

7 16 161 39

1999

2000

2001

140

501

150

184

23 33

38 39

546 182 30 41

333

526

557 100

100

311

310

107

104 41

282

269

304

294

101

208

206

242

2002

2003

2004

2005

2006

2007

Presidents Academy 918

845

2008

873

Leadership College Futures Quest Beta Wilderness Challenge

110

99 101

212

87 47

Keystone

1,236

239 89 33 241 25

2009

281

101 312 198

247

248

249

2010

2011

2012

Wooden Institute UIFI

Enrichment

John and Nellie Wooden Institute for Men of Principle Discovering Beta Theta Pi’s True Principles

“The Wooden Institute taught me how to be a better principled leader. I learned how to move forward with the challenge of discerned members who can sometimes argue against positive change. Our chapter has some work to do to achieve its goals, and the Wooden Institute has shown me that we must adapt and change if we are to be successful.” — Johnny Tran, San Jose State ’14

Miller Nichols Chapter Presidents Leadership Academy Answering the Call of Principled Leadership

“At the Presidents Academy, I learned that my colony should not be a group of men that come together without purpose, but that we need to be a group devoted to mutually enhancing relationships through our Ritual and daily chapter activities. The Presidents Academy gave me the confidence to effectively communicate with and lead the 96 brothers at TCU.” — Austin Marple, TCU ’14

Hugh E. Stephenson, Jr. Leadership Summit

Championing Beta’s Principles for a Better Future “Leadership Summit supports our growing regional/district chief core by keeping everyone engaged, updated and educated on the initiatives and programs the General Fraternity is providing for our undergraduates. Building lifelong friends while attending the Leadership Summit and while serving as a Beta volunteer energizes my Beta Spirit in ways that allow me to better serve all my Beta chapters.” — Brian Boardman, Rhode Island ’91

Undergraduate Interfraternity Institute

Embracing Beta’s Interfraternal Responsibility “UIFI empowered me to face the challenges experienced by the fraternity/sorority community and gave me the tools needed to influence positive and constructive change. I have a greater appreciation for what it means to be a man of principle in the Fraternity and will play a key role in helping inspire change on my campus.” — Evan Miller, DePauw ’15

www.betathetapi.org/gift

Keystone Regional Leadership Conference Fanning the Flame of Principled Leadership

“Keystone was a major turning point for our chapter this past year, as our former president had recently resigned and the executive board was searching for a real purpose. Keystone gave all of us a chance to set goals and reestablish ourselves as a common unit with clear direction. Our executive board often says, ’Keystone literally saved our chapter this year.’” ’ — Charles Foote, Utah ’15

Peter F. Greiner Leadership College

Connecting the Beta Spirit with our Principled Future “Leadership College helped me learn to appreciate the values of trust and honesty and how our chapter can benefit from living by these values. I experienced some true Beta Spirit in Chicago, and I was impressed by the different kinds of people from all over the United States and Canada who remain united by the mission of the Fraternity.” — Lucas Steigberger, British Columbia ’15

Men of Principle Scholarship

Recruiting Men of Principle to Build Beta Theta Pi “I owe my membership in the Fraternity to the Men of Principle Scholarship because it led me to learn that my values were in line with those of Beta Theta Pi. MPS helps keep our chapter focused on values-based recruitment, not just interest-based, which enables us to recruit the best leaders on campus who will help our chapter grow and succeed.” — Nick Misiolek, Kettering B ’15

The Jon Williamson Futures Quest

Tapping Up-and-Coming Leaders to Build the Beta Bridge “Futures Quest showed me that even though Beta and other fraternities have members spread throughout North America, we all must hold true to our values and stand for what is right in our chapters. Attending Futures Quest helped me become a voice of reason and truth within my chapter, and I took the initiative to revolutionize the role of our chapter’s ritual chair.” — Ricky Moreno, Florida International ’14

bet at het a pi

Annual Report 2012

LEADERSHIP REPORT CARD The Leadership Development Program Report Card summarizes participation by all chapters and colonies in the 2011-12 academic year. In addition to providing a summary, it is our hope that this report card will encourage increased participation by your chapter. Leadership development is a trademark of our Fraternity which yields significant benefits of individual, chapter and organizational growth and progress. Through the support of alumni, leadership consultants, district and regional chiefs, chapter advisors and fraternity/sorority advisors, Beta undergraduates can achieve their full leadership potential. Report Card Key Men of Principle Scholarship .............................................MPS Futures Quest .......................................................................... FQ Chapter Presidents Leadership Academy...... ................ CPLA Keystone Regional Leadership Conferences .................. KRLC Wooden Institute .................................................................... WI Undergraduate Interfraternity Institute............................ UIFI Leadership College................................................................... LC

2012 Wooden Institute attendees and facilitators

of Beta undergraduates who attended a 19.85% Percentage leadership development program in 2012. Chapter/Colony

MPS

Alabama Arizona Auburn Bethany British Columbia Cal Poly California, Berkeley California, Irvine California, Los Angeles* California, Santa Barbara Carleton Carnegie Mellon Case Western Reserve* Central Florida Central Michigan Centre Chapman Cincinnati* Clemson Colgate Colorado Mines Colorado State Columbia Connecticut Cornell* Creighton Dayton Denison Denver DePauw East Carolina Eastern Illinois Eastern Kentucky Eastern Washington Emory Florida Florida International Furman George Washington Georgia Georgia Tech Hampden-Sydney Hanover

$500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500

$500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500

$500

CPLA 1 1 1 1

1 1 1 1

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1

KRLC

6 7 9 6 8 8 6 10 8 8 3 8 8 9 9 8 8 11 8 8 8 6 6 10 9 9 7 8 8 8 8 7 8 8 8 8 7 8 10 8 6 7 0

UIFI

LC 5

8 2 1 1 4 2 6 1 7 1 6 9 1

1 1 14 1

1 5 1

6 1 12 2 1

1 2 3 1 3 1 3 3

2 7 3

1 6 1 3

4 3 2 3 1

3 1 1

1 3

Prior Three2012 Total Year Average 14 8 10 15 10 8 9 12 24 10 8 11 20 12 17 16 16 38 12 10 11 7 9 13 19 16 9 12 11 19 13 8 16 9 9 13 15 11 16 14 7 8 2

19 11 7 12 7 8 10 12 19 13 7 11 18 14 15 n/a n/a 22 11 7 12 9 6 19 7 n/a 8 14 2 13 15 11 17 10 10 15 21 11 9 17 18 5 2

www.betathetapi.org/gift

Chapter/Colony

MPS

Idaho Indiana Iowa Iowa State* John Carroll* Johns Hopkins Kansas Kansas State Kentucky* Kenyon Kettering A Kettering B* Knox Lawrence Louisville Loyola Marymount Maine Maryland* Miami Miami (Fla.) Michigan* Michigan State Minnesota* Mississippi Missouri Missouri-Kansas City Nebraska North Carolina North Dakota Northeastern* Northwestern Nova Southeastern Ohio State Oklahoma Oklahoma State Oregon Pacific Penn State Pennsylvania Purdue Saint Louis San Diego* San Jose State

$500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500

CPLA

KRLC

1 1 1 1 1 1 1 1 1 1 1 1 1

9 11 6 9 7 8 8 8 9 5 7 8 6 6 8 10 0 9 5 8 9 8 8 8 8 8 8 8 8 11 6 8 8 7 8 11 n/a 8 8 7 8 12 9

1 2 2 2 3 2

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1

UIFI

4 5 1 13 3 3 1 7 11

1 15

1 2

3 1 4 1 5 1 1 4 6 1

5 2

4 2 1

5 8 5

7 3 3 4

8 2 10

3 2 2 1 3

6 7 7

Prior Three2012 Total Year Average 15 19 10 25 14 15 12 16 24 6 9 34 7 14 12 15 2 19 8 10 17 13 23 10 13 16 20 14 9 26 7 12 9 15 9 14 1 22 9 8 15 26 17

13 15 10 14 16 10 3 20 17 3 12 15 11 10 13 11 15 7 17 11 14 n/a 20 10 16 15 20 14 10 15 14 7 10 15 11 12 n/a 13 3 16 9 28 9

Chapter/Colony Sewanee SMU South Carolina South Dakota* Southern California Southern Illinois St. Lawrence Stevens* Tennessee Texas A&M Texas A&M-CC Texas at Arlington Texas Christian Toronto Truman State Utah Vanderbilt Villanova Virginia Virginia Tech Wabash* Washington Washington & Jefferson Washington and Lee Washington in St. Louis* Washington State Wesleyan West Virginia Westminster* Whitman Wichita State William & Mary Wisconsin Wisconsin-Oshkosh* Wittenberg* TOTAL

MPS

CPLA

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1

$500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500

$500 $500

$500 $500 $500

$500 $500 $500 $53,000

1 1 1

1 1 1 1 1

1 110

KRLC 5 9 7 7 8 8 7 8 8 10 8 8 8 8 8 8 7 7 5 8 7 10 8 7 8 10 0 9 8 0 9 8 7 8 8 918

WI 2 5 2

UIFI

1 2

Prior Three2012 Total Year Average

2 7 2 3

1 6

2 3 1 2

6 4

8 3

5 1 8

1 2 1 9 7

6 9 2

2 5

5 5 3 249

2 3 312

5 14 21 12 14 9 11 18 10 13 9 16 13 9 22 13 16 9 8 16 26 21 8 8 33 11 0 11 22 1 13 9 13 15 15 1,622

7 16 11 12 15 8 3 11 10 8 11 11 n/a 7 20 n/a 9 6 13 14 18 30 9 11 20 12 5 10 8 8 13 12 10 15 10 1,382

* Denotes the chapters and colonies who were recipients of the 2012 Charles Henry Hardin Leadership Development Award. This award recognizes chapters and colonies that send 15 or more total participants â&#x20AC;&#x201C; or at least 20% of the chapter roster â&#x20AC;&#x201C; to at least three different Foundation-sponsored leadership development programs (excluding Keystone).

bet at het a pi

Annual Report 2012

MERIT SCHOLARSHIP PROGRAM

Exemplifying Beta’s Devotion to the Cultivation of the Intellect

Merit Scholarship Recipients

The Beta Theta Pi Foundation’s Merit Scholarship Program, instituted in 1949 by the Board of Trustees, has enabled many outstanding students to achieve their academic endeavors by providing important financial assistance. This year, the Foundation awarded 63 scholarships totaling $78,100 to undergraduate and graduate student members of the Fraternity, as well as sons and daughters of Betas who excelled in academics, chapter leadership and campus/community involvement. For more information about next year’s scholarship opportunities, visit www.betathetapi.org. The online scholarship application will be available in early February and the deadline for submission is April 1. All Merit Scholarships will be awarded prior to next summer’s 174th General Convention in Charlotte, North Carolina. The top eight Founders Scholarships are endowed by an estate gift of Robert C. Lafferty, Ohio Wesleyan ’28. $2,000 Samuel Taylor Marshall Memorial Scholarship

Douglas J. Neeley Memorial Scholarship

$1,950

William W. Dawson Memorial Scholarship

Daniel G. Waters, Kenyon ’14 Rolando Gutierrez, Florida International ’13

$1,850

Edward M. Brown Oxford Cup Scholarship Thomas R. Hendricks, Miami ’14

$1,800

Bertram W. Bennett Memorial Scholarship Ruonan Wang, Connecticut ’10

$1,600

Ben C. Rich Memorial Scholarship Timothy N. Hunt, Case Western Reserve ’12

$1,525

Horace G. Lozier Memorial Scholarship Nicholas E. Tunison, Idaho ’13

Founders Scholarships $2,000 John Reily Knox Memorial Scholarship

$1,975

$2,000 David Linton Memorial Scholarship

$2,000 James George Smith Memorial Scholarship

$1,450 $1,450 $1,350

Douglas W. Hill, Jr. Scholarship

Prashanth Rajarajan, Michigan State ’13 Scott R. Summers, Michigan State ’12

James L. Gavin Memorial Scholarship

Alexander Bleiweis, Maryland ’13 Zack M. Reed, Kansas State ’14

W. Todd Elias Memorial Scholarship Cheney R. Neesen, Nebraska ’13

$1,250 $1,250 Garrett H. Hyer Central Florida ’08 $2,000 Charles Henry Hardin Memorial Scholarship

Steven M. Cruz Florida International ’12 $2,000 John Holt Duncan Memorial Scholarship

James W. Kirkpatrick III DePauw ’13 $2,000 Michael Clarkson Ryan Memorial Scholarship

Matthew J. Dempsey Connecticut ’13 $2,000 Thomas Boston Gordon Memorial Scholarship

$1,250

Fred A. Seaton Memorial Scholarship

Jacob T. Colver, Kansas State ’15 Logan M. Gauby, Kansas State ’12

John J. and Elizabeth Rhodes Scholarship

Ryan M. Crosser, Kansas State ’14 Connor J. Navrude, Kansas State ’14

Steven Craig Merrill Memorial Scholarship Alexander J. Zorychta, Virginia ’13

$1,250

Thad Byrne Memorial Scholarship Willy S. Chotzen-Freund, Washington in St. Louis ’13

$1,250

W. H. (Bert) Bates Oxford Cup Scholarship Charles R. Foote, Utah ’15

David D. Dever Washington ’13

Michael D. Brown, Jr. Louisville ’09

Michael J. Mumaugh Nebraska ’13

Nicholas M. Coffey Oklahoma ’13

$1,200

Cleveland Alumni Association Scholarship

$1,200

Otho E. Lane Memorial Scholarship

Matthew V. DelBrocco, Case Western Reserve ’12 Tyler J. Willenbrink, South Carolina ’13 Joseph E. Wolf, Case Western Reserve ’13 Brian D. Elinsky, Miami ’13

Enrichment www.betathetapi.org/gift

$1,150

$1,150 $1,100

George L. and June L. Herpel Memorial Scholarship

David C. Free, Toronto ’88 Joshua S. Nicholas, Eastern Kentucky ’11 Nicholas H. Sexton, Eastern Kentucky ’11 Murphy W. Turner, Mississippi ’11

$1,075

$1,000

Edith Cantor Morrison Memorial Scholarship

$700

Seth R. and Corinne H. Brooks Memorial Scholarship

$675

Michael W. Toennis Memorial Scholarship

$625

Delta Tau Scholarship

Ryan M. Buss, North Dakota ’11

E. William Palmer Memorial Scholarship

Michael B. Huseby, California, Los Angeles ’13

Oscar Chapman Memorial Scholarship

$600

Stephen D. Bechtel, Jr. Oxford Cup Scholarship Carlos C. Monroy, Northeastern ’14

William C. Scheetz Memorial Scholarship Austin C. Remington, Pennsylvania ’14 Jonathan E. Rosenbaum, Pennsylvania ’14

$500

John A. Hill Memorial Scholarship

$500

Hugh E. Stephenson, Jr. Oxford Cup Scholarship David M. Greis, Kentucky ’14

H. H. Stephenson, Jr. Oxford Cup Scholarship

“As I start the next chapter of my life in college this fall, I would like to thank the Beta Foundation for the generosity shown to me through the Seth R. and Corinne H. Brooks Scholarship. I would probably not be attending the University of Southern California without this scholarship. From the bottom of my heart,

Stetson T. Thacker, Denison ’14

$350

Col. John R. Simpson Memorial Scholarship

Carl J. Aschinger IV, Miami ’13 Nicholas J. Bastoni, SMU ’12 Matthew A. Crimmins, Northeastern ’12 Myles P. Donnelly, Westminster ’14 Nicholas R. Gummo, Penn State ’13 Evan Holladay, Louisville ’13 Matthew J. Poon, Northeastern ’12

Col. Richard R. (Misty) and Sally Shoop Scholarship Zachary A. King, South Carolina ’13

Samantha C. Adams, daughter of Cedric Adams III, Miami ’81 Elizabeth C. Hart, daughter of John C. Hart, Miami ’81

Spencer S. Hebert, Denver ’14

$1,025

$725

Connor R. Lewis, Vanderbilt ’14

David Tykvart, DePauw ’13

$1,100

Gupton A. Vogt Oxford Cup Memorial Scholarship Alex J. Hermann, San Diego ’14

Joshua B. VanLaecken, South Dakota ’12

$1,100

$750

Adam S. Burford Memorial Scholarship Victor E. Greco, West Virginia ’13

MERIT SCHOLARSHIP AWARDS

THANK YOU for helping make my dreams come true!” — Samantha Adams

*Number of Scholarships Awarded

Burton L. Gerber Scholarship Mitchell R. Garrett, Saint Louis ’13

$1,000

Carl A. Kroch Oxford Cup Memorial Scholarship

$83,425 69*

Jakob A. Reed, Kettering B ’13

$1,000

$82,175 65*

$82,675 68*

$78,550 68*

$78,100 63*

L. Robert Clough Memorial Scholarship Matthew J. Gerlach, South Dakota ’15

$950

James P. Kirkgasser Memorial Scholarship

$925

Ronald, Randall and Roger Helman Scholarship

$66,500 64*

$68,975 58*

Akhil S. Patel, Cornell ’14 $58,900 58*

once again by awarding my daughter this special honor.” — Cedric Adams III, Miami ’81

Christopher Shu, Michigan ’14

$850

Thomas D. and Karen H. Cassady Scholarship Corey P. Horan, Cincinnati ’14

FY05

FY06

“I am truly honored that my daughter, Sam, was awarded a Merit Scholarship named in memory of Dr. Seth R. Brooks and his wife Corinne. My life was personally enriched by Dr. Brooks while I attended Miami University, and I even had the privilege of meeting him and passing the Loving Cup together. Another Beta legend who enriched my life was H. H. (Hi) Stephenson, Miami ’39. Hi was a true gentleman who mentored me when I was Alpha Chapter Historian in 1980-81. Thank you for enriching my life

FY07

FY08

FY09

FY10

FY11

FY12

bet at het a pi

Annual Report 2012

JOHN REILY KNOX CLUB The Premier Annual Giving Club of the Beta Leadership Fund The John Reily Knox Club honors our most loyal Beta and Friend of Beta donors who provide annual gifts of $1,500 or more. All members of the John Reily Knox Club are invited to a special recognition dinner at the Beta Convention annually.

The Beta Foundation is pleased to recognize the alumni and Friends of Beta who made the commitment of $1,500 or more to join the John Reily Knox Club.

Ball State Randall E. Pond ’77 Bethany Robert D. Mackenzie ’77 Vincent E. Mikolay ’00 British Columbia Ronald W. Tysoe ’78 Case James W. Kewley ’66 Frank N. Linsalata ’63 Case Western Reserve Kalman J. Pipo ’86 Centre Jerry M. Blesch ’60 Cincinnati Elroy E. Bourgraf ’54 Thomas D. Cassady ’76 Daniel F. Danzl, MD ’72 Daniel H. Farmer ’75 John B. Goering ’56 Thomas E. Homan ’76

H. Kent Mergler ’63 Don H. Mills, MD ’50 Jeremy N. Rogers ’00 Steven A. Wilson ’66 Wayne B. Woodward ’54 Colgate Bruce S. Fein ’84 Colorado Stephen D. Bechtel ’46 Donald F. Gardner ’51 Colorado Mines Daniel G. Anderson ’85 Marshall C. Crouch III ’67 Charles M. Flournoy ’81 John G. Green, Jr. ’90 Douglas P. Hildenbrandt ’58 Van D. Howbert II ’51 Mark J. Lovato ’94 Richard H. Mandel, Jr. ’53 Joel Mascitelli ’68

Mark K. Reeves ’90 Thomas W. Rollins ’53 Marshall L. Silver ’64 Columbia Martin I. Lewison ’88 Stephen M. Struna ’81 Davidson Seddon Goode, Jr. ’54 Denison Edward B. Appelquest ’43 Herschel H. Bowyer ’51 Harris D. Willis ’44 DePauw Steven L. Trulaske ’79 Eastern Kentucky David C. Brown ’93 L. Martin Cobb ’96 Michael E. Hay ’94 Eastern Washington Russell G. Knight ’07 Emory John H. Stebbins ’92 Florida Stephen B. Becker ’69 Bradley J. Fortune ’92 Keith T. Koenig ’73 David J. Leppert ’77 Matthew S. Paynter ’00 Michael J. Thompson ’90 John I. Williams, Jr. ’79 Michael H. Williams ’75 Georgia Tech Richard T. Iannacone ’62 Lynn C. Maddox ’64 John E. McDaniel, Jr. ’42 GMI-EMI Louis A. Corsiglia ’67 Idaho James W. Asaph, MD ’58 Clifton C. Bowyer ’84 John A. Bush ’84 Larry B. Grimes ’62 Frederick J. Hahn III ’86 Michael R. Hamby ’85 Ralph M. Hartwell ’54 Jeffrey S. Johnson ’87 Howard A. Kelly ’66 Michael J. Killien ’60 William M. Lodge ’53

M. Neal Newhouse ’59 James C. Okeson ’62 Lawrence C. Parberry ’61 Wellington C. Pierce, Jr. ’53 John D. Remsberg III ’63 Thomas L. Reveley ’59 Frank A. Shrontz ’53 Ronald L. Siple ’55 D. John Thornton ’69 Illinois James D. Fitzpatrick ’49 Gant Redmon ’59 Indiana Fredrick J. Logan, Jr. ’74 Charles O. McCormick III ’72 Charles T. Richardson ’69 Iowa State Michael J. Dubes ’66 Judson A. Horras ’97 Ronald G. Sande ’64 Robert A. Wiley ’87 Kansas Larry D. Horner ’56 Kansas State Christopher G. Althoff ’00 H. Duane Babcock ’48 Randall D. Groves ’78 John D. Keith ’86 Bill L. Nicholson ’60 P. Thomas Purinton ’63 Jeffrey S. Rundle ’03 Warren R. Staley ’65 Kenyon William E. Lowry, Jr. ’56 Lawrence Robert J. Schaupp ’51 Bruce J. Wenger ’89 Maryland Mark F. Slaney ’92 Miami John D. Backe ’54 J. Benjamin Beshear ’01 Jonathan J. Brant ’75 Craig L. Cimoroni ’92 John R. Deyo ’69 Richard H. Frische ’54 John M. Groom ’58 Zachary T. Haines ’05 James W. Haywood ’74 Ronald P. Helman ’55

Thomas W. Hook ’81 Harry B. Kuder ’55 James R. McClanahan ’60 Jeffrey N. Newton ’77 Mitchell P. Rales ’78 Joseph J. Rosing ’06 Douglas S. Wagner, MD ’78 Michigan Burlin H. Ackles, Jr. ’34 John C. Bishop, VII ’97 Donald G. DiPaolo, PH. D ’78 J. Bruce Douglas ’65 William W. Huber ’94 George W. Trowbridge ’56 Michigan State Burton L. Gerber ’55 Minnesota Gordon L. Abel ’97 Scott J. Allen ’95 Charles G. Cunningham ’49 Travis M. Fischer ’05 Michael D. Kokkinen ’00 Mississippi Marshall E. Hollis ’14 Missouri Charles E. Brown ’61 Harry M. Cornell, Jr. ’50 Harold S. Hook ’53 Henry A. Plain, Jr. ’80 Henry W. Robertson, Jr. ’51 David R. Spence ’80 MIT Norman C. Bedford ’38 Kendall R. Bryan ’88 Michael G. Feinstein ’82 Nebraska Dennis D. Bloom ’70 Rick W. Fuchs ’03 Jeremy S. Johnson ’99 Andrew S. Mattox ’00 Nevada, Las Vegas J. William Romero, Jr. ’95 North Carolina Stephen M. Cumbie ’70 Ohio David M. Briggs ’62 Richard H. Brown ’65 Michael P. Kress ’65 Ohio State David L. Brennan ’53

Oklahoma Thomas H. McCasland, Jr. ’56 Don A. Smith ’58 Oklahoma State Joe L. Greenhaw ’83 Oregon Malcolm E. Amondsen ’56 Morris A. Arntson ’59 Arthur C. Carmichael, Jr. ’62 Oregon State Jack R. Borsting ’51 Penn State Charles E. Fegley III ’57 Pennsylvania Jeffrey Lieberman ’96 George C. Matteson, Jr ’50 Puget Sound Donald L. Curtis, Jr. ’90 Purdue Paul S. Petticrew, Sr. ’76 Rutgers George D. Fosdick ’63 Kenneth J. Grispin ’70 Sewanee W. Brown Patterson, Jr. ’52 SMU Charles L. Cabe ’65 Jeffrey P. Greiner ’80 David W. Light III ’65 South Dakota Jerry R. Morrissey ’57 Stephen J. Wethor ’88 South Florida David E. Schmidt ’92 Southern California Douglas G. Simpson ’79 Southern Illinois Ryan E. King ’01 Stevens John J. Lipinski ’72 Syracuse Robert F. Hanley, Jr. ’83 Texas Mac N. Churchill ’72 Page S. Foshee ’77 Texas Tech R. Dean Stalcup ’71 Truman State Marc T. Tower ’05

Utah Kyle C. Andersen ’97 Todd Brashear ’84 Sean W. Brophy ’90 Harold M. Brown ’84 Joseph T. Butler, Jr. ’58 Jeff S. Cardon ’80 Christopher M. Conabee ’88 Ezekiel R. Dumke, Jr. ’50 Spencer F. Eccles, Sr. ’56 John H. Firmage, Jr. ’55 John H. Firmage III ’82 Mark C. Foote ’84 Robert A. Fowler ’53 David L. Gillette ’59 Ronald E. Henriksen ’71 C. Charles Hetzel ’63 Wesley G. Howell, Jr. ’60 Douglas R. Johnson ’53 E. Marc Mariani ’77 Greg McNeil ’85 Matt McNeil ’87 William R. Moreton ’82 Michael P. Morris ’81 Lon R. Richardson, Jr. ’55 Kirk Y. Schneider ’80 Lynn S. Scott ’54 Jonathan P. Slager ’82 Sherman A. Smith ’36 250 James M. Steele ’64 George L. Strike ’51 240 Blake E. Strong ’83 230 John E. Warnock ’62 Saul Weissman ’01 220 Gordon H. Yates ’61 210 John N. Zarian ’84 Villanova 200 Michael R. Okenquist ’94 190 Virginia Tech 180 S. Wayne Kay ’73 Daniel L. Westra ’76 170 Wabash 160 James A. Carroll ’65 Robert T. Grand ’78 150 Thomas A. Hays ’55 140 Thomas D. Milligan ’57 130 James C. Snyder ’82 Richard J Stephenson ’63

Washington Peter J. Brix ’58 Blake W. Nordstrom ’82 Bruce A. Nordstrom ’55 West Virginia Charles K. Kane ’52 Westminster William G. Buckner ’56 Edward E. Williams ’82 Whitman Lawrence B. Stone ’77 Wichita State James E. Driscoll ’62 Willamette R. Ethan Braden ’02 Douglas G. Houser ’57 Williams Jeremy S. Davis ’56 Wittenberg Drew E. Kolb ’70 Steven M. Thompson ’71 Yale William H. Greer, Jr. ’51

Beta Organizations Alpha Upsilon House Corporation Beta of Richmond, Inc. Beta Theta Pi Foundation of Canada Friends of Beta Anne A. Brown Kent & Pamela Burk CWB Foundation GE Foundation Jordan & Kathy Hankins Susan Kay Edward Kirklin Sue Kraft Fussell MacArthur Foundation John & Paula McCarvel Bernidene Merrill Nike, Inc. Pepsico Foundation Donna Spear University of Tennessee Stephen & Gwyneth Tigner

JOHN REILY KNOX CLUB MEMBERS 242

190 175 162

— Martin Lewison, Columbia ’88/Minnesota ’91

135

FY06

FY07

FY08

FY09

“A few years ago I wanted to become more involved as an advisor for the Columbia chapter, but unfortunately I had a conflict the weekend of the Northeast Keystone. I took a risk and flew to the North Central Keystone instead, even though Columbia wouldn’t be in attendance. Thankfully, the young men of the Beta Pi Chapter from Minnesota adopted me for the weekend. The mutual aid and assistance and unsullied friendship I received from them during Keystone was no doubt an enriching experience. It’s these examples of Beta’s Three Great Principles in action that motivate me (and my wife Cheryl) to join the John Reily Knox Club each year. The Beta Leadership Fund is so important because it actualizes the Beta principles as basic components for living life and for running a successful chapter. I know our leadership

programs are doing the trick, and I only wish I could do more to support them.”

150

142

Enrichment

FY10

FY11

FY12

bet at het a pi

Annual Report 2012

BETA LEADERSHIP FUND AND DONOR RECOGNITION Annual and Lifetime Giving Societies The following list, in chapter order, reflects all donations made to the Beta Foundation (BLF, chapter funds and named leadership/scholarship funds) from June 1, 2011 through May 31, 2012. Also included in this section are the Fraternity’s Lifetime Giving Societies, which reflect donors’ cumulative gifts for their lifetime. Consult the legend throughout the listing for symbols that depict the various annual and lifetime giving societies.

The purpose of the Beta Leadership Fund is to provide the financial resources that staff and operate the Men of Principle initiative, the Fraternity’s awardwinning leadership programs, the educational Foundation and important alumni outreach activities.

Enrichment “You are not here merely to make a living. You are here in order to enable the world to live more amply, with greater vision, with a finer spirit of hope and achievement. You are here to enrich the world!”

— Woodrow Wilson, 28th President of the

United States

Annual BLF Donors

FY09

FY10

FY11

FY12

Alumni Undergraduates Parents and Friends of Beta

2,483 10 184

2,471 1,033 249

2,551 1,604 272

2,375 2,196 379

2,677 $720,284

3,723 $863,389

4,427 $938,072

4,950 $1,006,468

Total BLF Donors Total BLF Gifts Received

Why I Give “As a member of the fraternity/sorority community and a former consultant for my own organization, I’ve seen the best and worst of our industry. What I’ve found unique about Creighton Recruitment Advisor Tony Clark and Chapter Counselor Mandi Hulme, Beta Theta Pi is how the Sigma Sigma Sigma Fraternity empowers its members to live the organization’s principles — closing the gap between our espoused and our enacted values. As a Friend of Beta, I believe so strongly in what the Fraternity is doing for its members, and I proudly give back through the BLF.” — Mandi Hulme

BLF GIVING RESULTS BY CHAPTER Top 10 Chapters by Number of Donors 1. Miami .....................................................200 2. Auburn .................................................... 126 3. Central Florida ........................................119 4. Kansas State ...........................................118 5. SMU ........................ ...................... ... ........118 6. Cincinnati ................................................ 112 7. Wabash ...................................................102 8. Nebraska...................................................92 9. Oklahoma......... ..... ..... .............................92 10. South Carolina ........................................ 90 Top 10 Chapters by Dollars Contributed 1. Miami .............................................$95,579 2. Oklahoma ..................................... $86,602 3. MIT..................................................$39,790 4. Missouri ........................................ $28,005 5. Kansas State .................................$26,438 6. Pennsylvania ..................................$21,483 7. Willamette .....................................$19,678 8. Indiana..............................................$19,182 9. Cincinnati ........................................ $18,911 10. Nebraska........................................ $16,345

bet at het a pi

BETA LEADERSHIP FUND AND DONOR RECOGNITION

Annual Report 2012

www.betathetapi.org/gift

SONS OF THE DRAGON CLUB UNDERGRADUATE BLF GIVING Top 15 Chapters by Total Number of Club Members 1. Auburn ......................................................111 2. SMU ...........................................................97 3. Central Florida .........................................79 4. Kentucky ...................................................69 5. Denver ..................................................... 50 6. San Diego ................................................ 50 7. Wabash .................................................... 50 8. South Carolina. ........................................49 9. Northeastern ...........................................45 10. Connecticut............................................. 44 11. Florida International ............................. 44 12. TCU ............................................................42 13. Southern California ................................39 14. Northeastern ...........................................35 15. Connecticut..............................................34 Top 15 Chapters by Percentage of Membership in the Club 1. Auburn ............................................... 100% 2. Carleton ............................................. 100% 3. Central Florida .................................. 100% 4. Colorado State ................................. 100% 5. Denver ................................................ 100% 6. Florida International ....................... 100% 7. Kentucky ............................................ 100% 8. Kettering A ........................................ 100% 9. Northeastern .................................... 100% 10. Nova Southeastern.......................... 100% 11. San Jose State .................................. 100% 12. SMU .................................................... 100% 13. Southern Illinois ............................... 100% 14. Wisconsin.......................................... 100% 15. Maryland .......................................... 94.3%

bet at het a pi

BETA LEADERSHIP FUND AND DONOR RECOGNITION

Annual Report 2012

bet at het a pi

Annual Report 2012

BETA LEADERSHIP FUND AND DONOR RECOGNITION

70%

Donor Retention Rates â&#x20AC;&#x201D; Beta Leadership Fund Percentage of BLF donors retained year-to-year

65% 60.9%

60% 55%

58.8%

54.0%

FY10

FY11

FY12

53.6%

50% 45%

42.4%

40% 35%

FY07

FY08

FY09

www.betathetapi.org/gift

1,863 1,800

First-Time Donors â&#x20AC;&#x201D; Beta Leadership Fund

1,600

1,478 1,293

1,400 1,200

Undergraduates 1,484

1,000 1,107

800

Friends of Beta

993

600

Alumni

400 200 0

261

304 8

170 169

8 79 174

185

131

FY08

FY09

FY10

111

201

FY11

255 124

FY12

bet at het a pi

BETA LEADERSHIP FUND AND DONOR RECOGNITION

Annual Report 2012

www.betathetapi.org/gift

Memorial Giving

Although Jim “Tiger” Ellis, Missouri ’55, entered the “Mystic Shrine” on August 20, 2011, many Betas, Friends of Beta and family members continued his legacy this past year by making gifts to the Beta Leadership Fund in his memory. Brother Ellis served on the Foundation Board of Directors from 2002-08 and was a long-time supporter of both the Beta Foundation and his Zeta Phi Chapter. The Beta Foundation is extremely grateful to the 95 Betas, Friends of Beta and family members who made BLF gifts totaling $15,570 in his memory. These memorial gifts are continuing the legacy of Brother Ellis who strongly believed in Beta’s mission of developing men of principle for a principled life.

Hundreds of honorary and memorial gifts are made to the BLF each year online (www.betathetapi.org/gift) and through the mail, which is an excellent way to recognize a special Beta brother or Friend of Beta. The Beta Foundation informs the widow or other loved one when an honorary/ memorial gift is made, and the financial support is invested into the programs and services of the Men of Principle initiative.

If you would like suggested language to be used in your eventual obituary encouraging memorial gifts, or if you have questions on making an honorary/memorial gift, please contact Director of Development Laura Lednik (laura.lednik@betathetapi.org — 800.800.BETA).

bet at het a pi

BETA LEADERSHIP FUND AND DONOR RECOGNITION

Annual Report 2012

Enrichment Cassie Gerhardt with her husband Brad Parrish, North Dakota ’05, and their sons Jack (front) and Alex (back).

“Beta has enriched my life by introducing me to a number of wonderful individuals who share with me an appreciation of the fraternity experience and a love and admiration for Beta Theta Pi. My husband, Brad, did not join a fraternity as an undergraduate, but became involved when the Gamma Kappa Chapter at North Dakota needed a risk management advisor. As a result of making the Fraternity part of our lives, Beta has also enriched my relationship with my husband. He is a dedicated Beta alumnus,

and I am a dedicated Friend of Beta — and we wouldn’t have it any other way!” — Cassie Gerhardt, Friend of Beta

bet at het a pi

BETA LEADERSHIP FUND AND DONOR RECOGNITION

Annual Report 2012

www.betathetapi.org/gift

bet at het a pi

BETA LEADERSHIP FUND AND DONOR RECOGNITION

Annual Report 2012

Why I Give www.betathetapi.org/gift

“Coming into college I was a student who didn’t get involved and sat in the back of class disinterested. Beta Theta Pi at the University of Nebraska has totally changed my life, and now I am really involved, my grades have improved and I am on the executive committee and making an impact on my chapter. Beta has taught me that if I live my values every day, I can’t fail, which is why I gladly give back through the BLF.” — Jason Barker, Nebraska ’14

“Some Beta alumnus who I didn’t know sponsored me to attend the Wooden Institute back in 2003. That experience helped me grow my leadership skills (L-R) Andy Muck, Kansas State ’04, Steven Muck, Kansas State ’74 and and made me more Greg Muck, Saint Louis ’06 comfortable standing firm on Beta’s worthy values and principles. In turn, my wife and I give back to the Beta Leadership Fund to ensure we do our part for those who follow after us.” — Greg Muck, Saint Louis ’06 Your gift to the Beta Theta Pi Foundation is deductible to the fullest extent allowed by law. The Foundation is a 501(c)(3) charitable organization.

bet at het a pi

BETA LEADERSHIP FUND AND DONOR RECOGNITION

Annual Report 2012

Enrichment Brothers of the Beta Upsilon Chapter at MIT gathered for a reunion in New Orleans. Left to right: Rick Lattanzio ’87, Mike McGovern ’89, Ben Silverman ’88, Mike Rechtin ’89, Dave Kramer ’88, Erik Abernathy ’93, John Springsteen ’91, Bob Ramstad ’90, Alan Laves ’82, Dan Frankel ’89, Ken Bryan ’88, Scott Stull ’88, Jim Cureton ’89, Robert Mentle ’88, Bob Struble ’85 and Kee Wee ’89.

“My life is enriched by the strong bonds of friendship and brotherhood I’ve shared for 20+ years with the men of the Beta Upsilon Chapter at MIT. Many MIT Betas meet for an annual euchre tournament in New Orleans, and last year nearly 30 Betas attended, spanning 10 different graduating years.

Experiences like this enrich my life because they give me the opportunity to reconnect with my pledge class and build new bonds of brotherhood with other MIT Betas from over the years. — Mike McGovern, MIT ’89

bet at het a pi

BETA LEADERSHIP FUND AND DONOR RECOGNITION

Annual Report 2012

Enrichment Brothers and friends of the Beta Kappa Chapter at Ohio University in Scotland. From left to right: Rick Barry, Rick Sabol ’77, Bob Riddick, Mark Griffith ’78, Bruce Johnson ’78, Kent Houser ’77, Bob Castle ’77, Dave Cappellari ’77, Dave Marshall ’77, Mark Civin ’77, Penn Kurtz ’77 and Craig Witte ’77.

“Beta Theta Pi has truly enriched my life through the relationships formed with the men of the Beta Kappa Chapter at Ohio University. There isn’t a week that goes by that I don’t hear from or reach out to one of my Beta brothers. Early after graduation, we organized our inaugural golf tournament which consistently had 20-25 golfers each year. In 2012 we celebrated our 35th year for the tournament. Supporting the

Beta Leadership Fund each year is my way of ensuring we develop the leaders of tomorrow who will foster more of what I’ve been fortunate to receive from Beta Theta Pi — friendships that last a lifetime.” — Rick Sabol, Ohio ’77

bet at het a pi

BETA LEADERSHIP FUND AND DONOR RECOGNITION

Annual Report 2012

www.betathetapi.org/gift

bet at het a pi

BETA LEADERSHIP FUND AND DONOR RECOGNITION

Annual Report 2012

Enrichment Brothers and Beta Sweethearts of the Delta Eta Chapter at GMI-EMI vacationing in Philadelphia. From left to right: Diane Steinmann, Mary deBuhr, Gary Crosby ’69, Karl Steinmann ’69, Sandy Crosby, Phil deBuhr ’69, Rich Kuhn ’69, Mike Hetrick ’69, Ron Meegan ’69, Theresa Meegan, Jim Valicevic ’69, Judy Valicevic, Sandy Hetrick and Tina Kuhn.

“Our class of 1969 from the GMI (Kettering University) has been meeting at various locations throughout North America every year since 1976. We’ve been from Cape Cod to Carmel, from Houston to Mackinac Island, and we’ve even made an international trip to Toronto. We have built bonds of friendship and brotherhood that began during our pledging process and continue to this day, and it’s been a joy seeing our Beta Sweethearts bond as a part of our annual reunions. Thank you Beta Theta Pi for

enriching our lives on so many levels!” — Ron Meegan, GMI-EMI ’69

bet at het a pi

BETA LEADERSHIP FUND AND DONOR RECOGNITION

Annual Report 2012

Enrichment The de Wet family. Left to right: Lynne, Brendan, Bradley and Bruce.

“Our family immigrated to the United States 25 years ago from a troubled, apartheid South Africa, and my son Brad and his brother grew up without having the support of an extended family. Thankfully, Beta Theta Pi filled that gap when Brad found the men of the Alpha Phi Chapter at Virginia Tech. His experience in the chapter and Beta’s leadership programs have given him numerous opportunities to grow. The Fraternity has become the extended family of men that my son can look up to for support and guidance, and I am forever thankful that Beta Theta Pi has given my son what we could not.

Although this was our first year giving to the Beta Leadership Fund, it definitely won’t be our last!” — Lynne de Wet, Mother of Bradley de Wet, Virginia Tech ’11

bet at het a pi

BETA LEADERSHIP FUND AND DONOR RECOGNITION

Annual Report 2012

www.betathetapi.org/gift

Bet a Walkway

Have You Secured One of the Remaining Bricks in the Beta Walkway?

In anticipation of Beta Theta Piâ&#x20AC;&#x2122;s 175th anniversary celebration in Oxford, Ohio, on August 6-9, 2014, the Beta Walkway was recently redesigned and expanded. Now continuing down the front lawn of the Administrative Office and across the bridge spanning Chautauqua Ponds, the Beta Walkway is one of the most cherished icons of the Fraternity. Thousands of Betas and friends have visited the Administrative Office grounds in search of their brick and chapter section, and any Beta, Friend of Beta or family member can secure his/her place in history with a gift of $250 or more to the Beta Leadership Fund.

The remaining bricks are sure to go fast leading up to the 175th General Convention, so donâ&#x20AC;&#x2122;t delay! If you have already purchased a brick, consider giving a brick as a gift to your pledge brother or another special Beta. To purchase your brick online or to read more about the Beta Walkway, visit www.betathetapi.org/brick.

bet at het a pi

Annual Report 2012

BETA LEADERSHIP FUND AND DONOR RECOGNITION

FY12 BLF GIFT METHODS

Methods

Direct Mail

$356,357

Online

$244,209 24.3%

Board Member Gifts

$182,294

18.1%

Personal Asks by Staff

$63,229

6.3%

Other

$42,316

4.2%

Bequests

$34,587

3.4%

Matching Gift Companies

$21,935

2.2%

Magazine Envelope

$21,280

2.1%

Beta Staff Member Gifts

$15,603

1.6%

IRA/Stock Gifts

$10,652

1.1%

Gifts at Beta Events

$10,652

1.0%

Insurance Premiums

$3,494

0.3%

35.4%

www.betathetapi.org/gift

bet at het a pi

2012 Sons of the Dragon Club Giving Council Left to right: Andrew Broenen, Cornell ‘13, Zach Burklund, Truman State ‘13, Toby Fish, Oregon ‘14, Matthew Dempsey, Connecticut ‘13, Jimmy Kirkpatrick, DePauw ‘13, Mark Hawk, Dayton ‘14, Ben Ramalanjaona, Columbia ‘13, Chase Colvin, Oklahoma State ‘14, Kevin Tornes, Colorado Mines ‘13, Dan Marnich, North Dakota ‘13, Austin Marple, TCU ‘14, Colin O’Brien, George Washington ‘14. Not pictured: Eric Bunner, Ohio State ‘13, Matt Hoffner, Virginia Tech ‘12, Stewart Holder, Alabama ‘13, Jorge Horcasitas, Kettering B ‘14, Marty Ignacio, California, Irvine ‘13, Trevor Kellogg, Washington ‘14, Cody Kosycarz, California, Los Angeles ‘12 and Ethan McMahon, Florida ‘13.

...

for THE KAI

4 5 111 4 8 21 7 11 13 18 15 3 15 79 31 11 22 26 8 1 12 8 4 44 30 24 25 16 50 21 20 4 12 13 2 6 44 19 31 1 1 4 1

3.3% 4.6% 100% 19.0% 11.1% 44.7% 18.9% 22.4% 15.7% 23.7% 100% 2.7% 33.3% 100% 51.7% 68.8% 42.3% 44.1% 8.9% 1.5% 24.0% 100% 11.8% 69.8% 53.6% 80.0% 50.0% 26.7% 100% 21.2% 74.1% 17.4% 26.1% 37.1% 2.1% 3.7% 100% 61.3% 38.8% 0.8% 1.3% 8.7% 10.0%

201 Me 0 Clu mb b ers

LEAVE YOUR MARK . . .

Alabama Arizona Auburn Bethany British Columbia Cal Poly California, Berkeley California, Irvine California, Los Angeles California, Santa Barbara Carleton Carnegie Mellon Case Western Reserve Central Florida Central Michigan Centre Chapman Cincinnati Clemson Colgate Colorado Mines Colorado State Columbia Connecticut Cornell Creighton Dayton Denison Denver DePauw East Carolina Eastern Illinois Eastern Kentucky Eastern Washington Emory Florida Florida International Furman George Washington Georgia Georgia Tech Hampden-Sydney Hanover

201 Me 1 Club mb ers

The Sons of the Dragon Club is the Beta Foundation's annual giving club designed specifically for Beta undergraduates. The purpose of the Sons of the Dragon Club is to educate undergraduates on the purpose, goals and activity of the Beta Foundation, and to start undergraduates on their path of annual giving to the Beta Leadership Fund.

201 Par 2 Cha tici p pat ter ion

Sch ool

SONS OF THE DRAGON CLUB

201 2 Me Club mb ers

Annual Report 2012

43 10 2 3 4 16 4 12 12 6 17 40 17 40 32 0 n/a 30 9 0 14 6 0 33 20 n/a 16 13 8 4 5 12 42 6 5 3 41 9 18 1 2 3 4

1 8 0 1 2 6 1 3 9 10 17 6 13 35 14 n/a n/a 13 0 0 16 9 3 21 8 n/a 18 19 n/a 0 2 13 18 6 3 1 21 15 7 2 1 0 n/a

Why I Give

201 Me 0 Clu mb b ers

Grand Totals

201 Me 1 Club mb ers

Sewanee SMU South Carolina South Dakota Southern California Southern Illinois St. Lawrence Stevens Tennessee Texas A&M Texas A&M-CC Texas at Arlington TCU Toronto Truman State Utah Vanderbilt Villanova Virginia Virginia Tech Wabash Washington Washington & Jefferson Washington and Lee Washington in St. Louis Washington State Wesleyan West Virginia Westminster Whitman Wichita State William & Mary Wisconsin Wisconsin-Oshkosh Wittenberg

201 Par 2 Cha tici p pat ter ion

8 1 9 11 26 6 0 2 n/a 0 13 19 7 8 3 10 5 5 18 3 n/a n/a 13 2 8 8 3 0 6 45 1 6 6 10 4 3 n/a 19 1 9 5 45 13

1 97 49 15 39 29 11 5 10 5 8 8 42 10 34 16 7 7 17 6 50 4 8 1 20 7 0 9 12 2 27 6 20 23 7

2.1% 100% 56.3% 38.5% 39.0% 100% 27.5% 10.6% 40.0% 5.7% 21.6% 40.0% 45.7% 32.3% 41.5% 34.0% 8.4% 9.9% 20.7% 8.3% 78.1% 3.7% 16.0% 1.7% 18.3% 13.0% 0.0% 14.5% 22.6% 3.5% 49.1% 8.5% 100% 74.2% 17.1%

7 12 15 16 12 28 3 8 5 11 14 13 n/a 9 40 n/a 0 7 21 22 14 4 8 1 20 8 2 2 13 0 7 49 9 15 6

6 11 17 5 3 14 6 3 1 0 5 11 n/a 0 38 n/a 0 1 67 8 1 1 3 0 15 8 1 1 0 1 9 55 6 8 5

2,170*

27.6%

1,604

1,033

201 2 Me Club mb ers

11 1 6 10 18 11 1 7 47 0 17 13 11 9 10 12 26 33 4 2 28 n/a 30 35 2 17 6 5 5 50 3 5 16 11 3 3 n/a 26 4 6 7 65 29

Sch ool

201 Par 2 Cha tici p pat ter ion

10.0% 16.4% 9.8% 82.4% 50.0% 27.0% 1.2% 9.3% 100% 6.5% 100% 88.9% 15.2% 13.6% 23.1% 21.8% 15.8% 94.3% 3.3% 23.5% 44.4% 38.6% 58.2% 50.9% 3.2% 23.4% 18.4% 1.4% 22.7% 100% 5.1% 100% 18.3% 4.1% 16.2% 23.6% 46.2% 16.7% 1.4% 3.3% 41.7% 56.2% 100%

201 Me 0 Clu mb b ers

9 24 4 28 22 17 1 9 69 2 16 24 7 6 12 17 9 33 4 23 20 17 32 28 5 15 19 1 5 45 4 26 11 7 19 13 18 14 1 4 35 50 28

201 Me 1 Club mb ers

Idaho Indiana Iowa Iowa State John Carroll Johns Hopkins Kansas Kansas State Kentucky Kenyon Kettering A Kettering B Knox Lawrence Louisville Loyola Marymount Maine Maryland Miami Miami (Fla.) Michigan Michigan State Minnesota Mississippi Missouri Missouri-Kansas City Nebraska North Carolina North Dakota Northeastern Northwestern Nova Southeastern Ohio State Oklahoma Oklahoma State Oregon Pacific Penn State Pennsylvania Purdue Saint Louis San Diego San Jose State

201 2 Me Club mb ers

Sch ool

www.betathetapi.org/gift

*Although 2,170 undergraduates joined the 2012 Sons of the Dragon Club with a gift of $18.39 or more to the BLF, a total of 2,196 undergraduates made contributions to the BLF in fiscal year 2012 (some undergraduates

”My decision to join the Sons of the Dragon Club and serve on this year’s Giving Council was motivated by the personal and professional (L-R) Toby Fish, Oregon ’14, Michael Kamradt, development I Washington State ’14 and Nick Gummo, Penn State ’13 experienced through the programs supported by the Beta Leadership Fund. I’ve gained the knowledge and understanding that the Fraternity is a family that will always be there for you, always support you, and above all, always love you.” — Toby Fish, Oregon ’14

SONS OF THE DRAGON CLUB RESULTS 2,500

2,170 Members $43,374

2,000

1,604 Members $31,118

1,500

1,033 Members $22,298 1,000

500

2010

2011

2012

Want to Challenge Undergraduates from Your Chapter/Colony to Improve their SOTDC Results?

Make a BLF challenge gift! Contact Director of Advancement Ryan King, Southern Illinois ’01, by phone 800.800.BETA or email ryan.king@betathetapi.org to discuss the details.

made BLF gifts less than the $18.39 milestone required to join the SOTDC.)

bet at het a pi

Annual Report 2012

FRIENDS OF BETA AND PARENT DONORS The Beta Theta Pi Foundation is encouraged by the parents, family members, Friends of Beta and corporations who play an important role supporting our undergraduate members. Thanks to the leadership of Honorary Friend of Beta Chair Eli Ker and Honorary Parent Chairs Tim and Melanie Breedlove, a total of $101,058 was contributed to the Beta Leadership Fund from 379 donors in fiscal year 2012. We are honored to recognize all Friend of Beta donors who help make our high-quality leadership programs possible.

$120,000

BLF CONTRIBUTIONS FROM ALL FRIENDS OF BETA $101,058 (379 donors)

$100,000 $75,502 (272 donors)

$80,000

$60,000

$64,363 (249 donors) $45,034 (184 donors)

$40,000

$20,000 $0 FY09

FY10

FY11

Enrichment “The mind enriches by receiving, the heart enriches by giving.”

— Victor Hugo, French Poet and Novelist

FY12

Tom & Becky Abbott Connie & Mack Adams Paul & Susan Adams Frank M. Aldridge III Lorraine C. Alleman Victor & Connie Althoff Altria William & Kristine Amon Marcia Amstutz Paul Anderson Craig & Claire Angell Aon Foundation Apache Corporation Anne Arseneau ATK Steven & Rebecca Aul Bruce & Elizabeth Backus Joan J. Bake Bill & Donna Balcer Mr. & Mrs. William Balderson IV The Bank of Texas Mr. & Mrs. Bradford Barnes Bill M. Barnett Kenneth & Kelly Beahrs Saundra K. Beaty Thomas Beeks Robert & Debbie Begert Jack A. Bell Karen Ben’Ary Cathy Billoni Robert & Catherine Bishoff Bryce & Kathi Blair

Jimmy Block & Patricia Dunning Bodoin, Agnew, Greene & Maxwell, PC Kent & Judie Boelling Ilie Bora Stanley Bould Jean Bourgeois Charles & Tracy Brady Doris P. Branch Tim & Melanie Breedlove Brian Breittholz Paul & Connie Brennan Christine Bretz Bristol-Myers Squibb Mark & Nancy Broder Anne A. Brown Thomas & Jill Brown Alvin & Yolanda Brown Betty & Richard Brown Amanda E. Brown Sue Brownlee Amy Buch Dennis Buck John & May Bumpus Kent & Pamela Burk Joni Burke Thomas Burton Jack & Mary Bush Mr. & Mrs. O.J. Butts Karen B. Casey Michelle Castro Lucy Cathcart Community Foundation of Central Illinois Chandrashekar Challa James & Jennifer Chang Richard & Merry Fu Cheng David Cho John & Susan Christensen Terry & Sarah Chung Andrew & Jennifer Clyde Constance Cochran Ronald Codd Rickey Cohen & Carolyn Cox Larry Cohen Colonial Country Club Leslie Colston

Dr. & Mrs. Matthew Coons Tessa & Todd Corbett Cotten Schmidt & Abbott, LLP Susan Cram Bill & Linda Custard Jay & Betsy Cutcliffe CWB Foundation Steve Dabbs Chandra Daffer Teresa Daszynski Barbara Davis Lynne de Wet Kathleen Lis Dean Mary & Fred Deaton Dee Brown, Inc. Ellen Devine Dr. & Mrs. O.E. Dickinson Nelson Diep Jeffrey A. Dritley & Sandra V. Naftzger DST Systems Inc. Tom Durein Ashley Dye Crystal Echeverria Gary & Toby Ehrlich Gerald & Melissa Elliott Anne Emmerth Alan & Randy Engstrom Henry Eshom Patricia Fechter Stephen & Joan Ferrari John & Theresa Feusi Mark B. & Louesa Runge Fine First Command Financial Services Ford Motor Company Joan & Jack Foster Michael Fox John Franklin William Freeman Patricia A. Friedmann Friends’ Foundation Leigh Frye James C. Fuller Gaedeke Group Delores & Colin Gardner Julia M. Garleb

Paul & Holly Garrett Philip & Katherine Gaudet Mary Gauvin GE Foundation Tom & Ann Geisert Cassie Gerhardt Joseph & Teresa Gier Romuald & Maria Glodz Jason P. Gomez Rene Samuel Gonzalez Mark & Barbara Gordon Michael Gramer Dominic Greene Ival Gregory Bill & Kay Gribble Donald Griffith Daniel Grzesik Maricio & Kimberly Guerrero Helen A. Gulbrandsen Kevin & Susan Haag Jerry & Pat Hall Sara & Robert Hallam Carolyn Hamilton Jordan & Kathy Hankins Peter R. Hanlon Philip & Rosemary Harcourt Kevin Harrell Allyson Hartley Marie R. Heed Duane & Sharon Heilbronn Larry Heinis & Judith Ilse Jono & Jenny Helmerich Cal & Pam Hengst Mike & Marcy Henry Joshua R. Heurung Hewlett-Packard Company Stephen Heyman AJ & Brenda Hiers Daniel Hiestand William Hill & Joyce Currie Peggy S. Hill Scott B. Hinckley Family Richard & Mary Joy Hinton Ed Holden & Mary Kay Finley Jeff & Debbie Hollenbach Timothy & Sandra Holmstrom Jane Holtzclaw Vladimir & Viera Holy

Carolin & Vernon Hopkins Dennis Horan Tina Horvath Katy & Don Houseman David & Priscilla Huffman Craig & Lane Huggins Byron Hughes Kathleen Hughes & Family Diane K. Hughes Mandi Hulme James & Teri Hunter Michael & Lisa Ignoffo Mark Inman Brad Ives Charles E. Izlar Elizabeth Irizarry Jack Henry & Associates, Inc. Tom & Sharon Jackson Roger Jaklin David Japs William D. Jenkins Christopher Jensen Jeanne R. Johnson Mr. & Mrs. William R. Johnson Johnson Controls Emily Johnston Ronald Jordan David & Vickie Joyce JP Morgan Chase Foundation Ann Frances & Cliff Jury Kapp & Miller, PC Keith Karnes Susan Kay Don & Suzanne Kehlenbeck Jack & Darlene Kelley Eli Ker Key Foundation Kimberly-Clark Foundation Inc. John Kincaid Mr. & Mrs. Frank A. King Jeff King Edward Kirklin Tim & Barbara Klitch Mark Koepsell Joan Konstad Sue Kraft Fussell Joshua Kuhlman John & Carol Laage Jayne Landers

Donna Lansdowne Linda Lawless & Paul LaStayo Laura L. Lednik Richard Lee & Susan Yee Jennifer Leung Jennifer Levering Michael L. Lewin, MD George & Jeanne Lewis James Lewis Geneva Lindner Jack & Barbara Lively David & Diane Lohr Amy Long Pedro Lowenstein Lubrizol Foundation Sandra Luskey Julio & Maria Lutterbach Michael & Karie Lyon MacArthur Foundation Bruce Machmeier Marc & Kristen Magod Leland & Janna Malchow Scott & Patty Mansker Bennett & Anne Marks Rachel Westra Marsh Dr. Gary & Cherie Marshall Ron Martin Mr. & Mrs. Vaun Martin Victor A. Martinelli III Andrea Martinez MasterCard International Malinda Matney Brian & Bilinda Matusek M. Jeane Maxwell Kenneth & Patricia McBride John & Paula McCarvel Nancy & John McClane Michael H. McCoy Gentry McCreary George McFarland Christine McGill Susanna McGlone Robert McGoogan Miles & Ann McInnis Sarah S. McKay Betty Claire McKnight Jeff & Debbie McNaul Sue McNeil

Mary H. Meech Gerald C. Meehan Merit Medical Systems, Inc. Bernidene Merrill Richard Metts Becky & Steve Meyer Microsoft Matching Gifts Stephen & Elizabeth Modory James F. Moon Leni Moore Jennifer Mores Morgan Stanley Morton Family Foundation Paula & Jon Mosle Thomas Mueller David & Karen Mullet Michael Muncie Murphy, Mahon, Keffler & Farrier, LLP Stephen Nagle Darcey Nance Charles Newman Christal Newton Jerrell Newton Jerry & Tiffany Niblett Gregg & Elaine Nielson Nike Jenna Noah Northwestern Mutual Foundation James Oberholtzer Robert Ohlsen Mark & Maria Olsen Kelly C. Opipari Peter & Julie Paganussi Bruce & Kathy Paradise William & Karen Pardoe Bess W. Paris Chris & Joan Parks Renee Patterson Jane Rogers Pattie & Terri Rogers Carroll H. Payne II Eugene & Joanne Peace Pepsico Foundation Nathan Peters Michael & Annette Petriello Mary Phillips Mr. & Mrs. Peter L. Philpott

Pi Kappa Phi Fraternity Darren Pierre Daniel & Patricia Pipitone Jasmine Pizana Justin D. Pohl Manuel Polanco Prediant Group Anne Psencik Quad Graphics Shelby Ralston Bruguiere Karen Randel Mr. & Mrs. Jack Rattikin, Jr. Pamela Rhoads Vickie Richards Leslie Richmand Gregory & Nina Richter Dr. Robert & Susan Rifkin Jean & John Roach Scott & Sharon Roberts Jenny & Brett Robertson Melissa Rocco John & Bridgette Rodgers Nelson & Maria Rodriguez Rose Hills Foundation Beatrice Rosier Susan Brannian Russell Alan & Susan Rutner Lou Sabo Susie Sadler Safeway, Inc. Steven & Angela Sall Lisa Sarber Michael Schmidt Thomas Schmittgens Amy Schwab Scripps Howard Foundation Allison Segal Lindsay Sell Zoe S. Shade Perdita L. Sheirich Shell Oil Company Anthony & Lisa Shelley Lyle & Lisa Shenk Sarah M. Shepherd Diane & Warren Shipman Greg & Cinda Shumaker Susanne Shutz Don & Ginny Sillers Michael & Susan Silverman

Barbara J. Simmons Doug & Lesley Sims Linda & Ellis Skinner Lindi Smedberg Nancy & Marc B. Smith, Jr. Darryl & Sharon Smith & Family Tim & Robin Snider Amy Snyderman Sam & Cheryl Sobh Kerry Soller William & Barbara Southwood Mr. & Mrs. Ben H. Sparkman Donna Spear Dan & Joan Stansbury Charles & Hilah Steenrod Stephens Anderson & Cummings LLP Stifel Bank & Trust Michael & Jennifer Stillabower Robert & Mary Stluka Todd C. Sullivan Jon & Tamara Sundvold Sycamore Valley Golf Range Mark Tallichet Camille Tallichet Snowden Paul Tanico Jim & Gwen Tart John G. Taylor Mr. & Mrs. John R. Taylor, Jr. University of Tennessee Thermo Fisher Scientific Jan Thietje Ann & Bill Thurman Robert Tigner Stephen & Gwyneth Tigner Laurie, Roy & Sarah Topham Kathleen Tracy Paul Troyer John Turnage United Way of Metro Chicago United Way of Tampa Bay Megan Vadnais Lois Valerio

John & Dana VanderWood Maria Vecchiotti Linda & Richard Vigness Mr. & Mrs. Stanley Viner Rosario Vinluan Susan Vonder Heide Rodd Wagner Bruce & Pamela Walker Larry & Karen Walklin Brian & Amy Wall David & Corin Wallace Mr. & Mrs. Gene Wallace Linda Walsworth Betty Walther Joseph Warren Robert & Betty Payne Watson James & Michelle Wease Charles Weatherby Jennifer Wegner Morris Weinberg & Rosemary Armstrong Bryan & Beth Welch Christina Wellhouser Westwood Management Anella Wetter Carlotta N. Wick Peter & Barbara Wiggins Joseph & Deborah Wilde Janet Wilder Tom & Mary Williams Viancca Williams Marian K. Williams Laura Williamson Willis North America, Inc. Meg Wilson John & Linda Winkelman Linn & Linda Winterbothan Christina Witkowicki Mandy Womack Woogie Investments Tony & Belinda Wormington Arthur & Janet Wright Alan Yahanda Keith Yoder Doug Younce Michael Zapf Scott & Angela Zashin Peter Ziemba

Enrichment Jeff and Nancy Sloat with their son, Greg, John Carroll ’12

“Our son, Greg, joined Beta Theta Pi at John Carroll University as an incoming freshman. At the time, we had no idea the magnitude and honor that it was for our son to be a Beta. There really are no words that suit the feeling we have for Greg being a member of Beta Theta Pi. We can honestly say that his college experience and the person he has become over the last four years are largely due to his membership in the Fraternity. Being a Beta has helped him become a true gentleman, a strong leader and a committed scholar. I can’t wait

to watch Beta Theta Pi remain strong at JCU so that many generations to come will have the privilege of saying, We are proud Beta parents!” — Jeff and Nancy Sloat, Parents of Greg Sloat, John Carroll ’12

bet at het a pi

Annual Report 2012

NAMED ENDOWMENT FUNDS

Named endowment funds are gifts from Betas, Sweethearts and friends that allow the Beta Foundation to provide for today’s – and tomorrow’s – generation of young Beta leaders. These funds are subject to the board’s “4% of the 12-quarter average” annual distribution policy which is calculated each December 31 for the coming year’s fiscal budget. This policy allows for generous distributions from each fund annually, while also emphasizing compounding growth for the future. Funds Categorized by Focus of Support (Alphabetical by Last or Key Name in Title) Foundation and Administrative Office Property Funds Brennan Hall Fund Harold S. Hook Heritage Fund

Enrichment

“No man can become rich without himself enriching others.”

— Andrew Carnegie, American Industrialist and Philanthropist

Leadership Development Funds Abbey Leadership Fund Edward B. Appelquest Memorial Leadership Fund Robert E. and Virginia Bartnett Leadership Fund C. Huston Bell Leadership Fund Kyle L. Bennett Memorial Leadership Fund Robert A. Bennett Memorial Leadership Fund Beta Nu Endowment Fund Beta Pi Memorial Leadership Fund Brant Brothers Leadership Fund L. Robert Clough Memorial Leadership Fund Minnie and Gordon Cobb Leadership Fund Robert L. Cottrell Oxford Cup Leadership Fund C. W. (Buddy) Croft Memorial Leadership Fund Delta Bridge Builder Fund Delta Gamma Leadership Fund Delta Omega Leadership Fund Delta Xi Alumni Leadership Fund Nathan J. and Sara Deno Leadership Fund

Michael J. and Glenda Dubes Leadership Fund Ralph N. Fey Memorial Leadership Fund William F. and Helen Hahn Leadership Fund W. Martin and Valerie Haskell Experiential Leadership Fund MacGregor H. Hill II Leadership Fund Amb. Glen A. Holden Leadership Fund Judson A. and Kara Horras Leadership Fund Michael D. and Mary Kokkinen Leadership Fund Legends Leadership Fund Thomas A. Lipton Leadership Fund Thomas H. McCasland, Jr. Leadership Fund James A. McMullen III Memorial Leadership Fund Michigan Leadership Fund Peter A. and John W. Morse Leadership Fund Thomas C. Olver Leadership Fund Russell E. Palmer Leadership Fund Parents Principle Fund William H. Ray Memorial Leadership Fund Gant and Fran Redmon Leadership Fund Edward P. Roski, Jr. Leadership Fund Gabriel A. Shapanka Leadership Fund Franz (Mac) and Donna Spear Leadership Fund John H. and Leslie Stebbins Leadership Fund H. H. Stephenson, Jr. Leadership Fund Mary E. Tharp Leadership Fund Dr. Robert Tigner Leadership Fund Hal A. VonSick Memorial Leadership Fund Washington State Leadership Fund J. Lyle (Bud) Wells Leadership Fund David W. Wright Leadership Fund Men of Principle Scholarship Funds Mark F. Alder Men of Principle Scholarship Fund Anderson-Groom Men of Principle Scholarship Fund Murray S. Johnson Men of Principle Scholarship Fund Eva and Lynn C. Maddox Men of Principle Scholarship Fund J. William Romero, Jr. Men of Principle Scholarship Fund H. Gordon Ross Men of Principle Scholarship Fund

www.betathetapi.org/gift

Personnel Chairs and Operating Funds Bowdoin Chapter BLF Endowment Fund Herschel H. and Mary Ann Bowyer Endowment Fund George R. and William B. Corlis BLF Gift Fund Stockton D. Fisher Foundation Director Fund Founders Fund Fred J. Logan, Jr. Endowment Fund Charles O. McCormick III, M.D. Leadership Consultant Fund Charles O. McCormick III, M.D. Endowment Fund Warren R. Staley Volunteer Development Fund Daniel L. Westra Leadership Consultant Fund Programmatic Funds Stephen D. Bechtel, Jr. Leadership Fund Beta Upsilon Chapter Friend of Beta Faculty Fund Chicago Chapter Fund James A. Collins Leadership Development Fund Donald W. English Leadership Fund Peter F. Greiner Leadership College Fund Miller Nichols Chapter Presidents Leadership Academy Fund Hugh E. Stephenson, Jr. Leadership Summit Fund John and Nellie Wooden Institute for Men of Principle Fund Merit Scholarship Funds W. H. (Bert) Bates Oxford Cup Scholarship Fund Stephen D. Bechtel, Jr. Oxford Cup Scholarship Fund Bertram W. Bennett Memorial Scholarship Fund Kyle R. Blanco Memorial Scholarship Fund Seth R. and Corrine H. Brooks Memorial Scholarship Fund Edward M. Brown Oxford Cup Scholarship Fund Frederick S. Bucholz Scholarship Fund Harold C. Buckingham Memorial Scholarship Fund Adam S. Burford Memorial Scholarship Fund Thad Byrne Memorial Scholarship Fund John L. Calvert Memorial Scholarship Fund Thomas D. and Karen H. Cassady Scholarship Fund Oscar Chapman Memorial Scholarship Fund

Cleveland Alumni Association Scholarship Fund Donald S. Dawson Oxford Cup Scholarship Fund William W. Dawson Memorial Scholarship Fund Delta Tau Scholarship Fund W. Todd Elias Memorial Scholarship Fund Karl W. Fischer Memorial Scholarship Fund James L. Gavin Memorial Scholarship Fund Burton L. Gerber Scholarship Fund Clifford C. Gregg Memorial Scholarship Fund Ronald, Randall and Roger Helman Scholarship Fund George L. and June L. Herpel Scholarship Fund Douglas W. Hill, Jr. Scholarship Fund John A. Hill Memorial Scholarship Fund Daniel A. Holmstrom Memorial Scholarship Fund Robert T. Howard Oxford Cup Scholarship Fund Indianapolis Alumni Association Scholarship Fund James P. Kirkgasser Memorial Scholarship Fund Carl A. Kroch Oxford Cup Memorial Scholarship Fund Robert C. Lafferty Memorial Scholarship Fund Otho E. Lane Memorial Scholarship Fund Horace G. Lozier Memorial Scholarship Fund Steven Craig Merrill Memorial Scholarship Fund Shelby L. Molter Music Education Fund Edith Cantor Morrison Memorial Scholarship Fund Douglas J. Neely Memorial Scholarship Fund Ocelot Scholarship Fund E. William Palmer Memorial Scholarship Fund John J. and Elizabeth Rhodes Scholarship Fund Ben C. Rich Memorial Scholarship Fund William C. Scheetz Memorial Scholarship Fund Scotty-Jenks Memorial Scholarship Fund Fred A. Seaton Memorial Scholarship Fund Col. Richard R. (Misty) and Sally Shoop Scholarship Fund Col. John R. Simpson Memorial Scholarship Fund H. H. Stephenson, Jr. Oxford Cup Scholarship Fund Hugh E. Stephenson, Jr. Oxford Cup Scholarship Fund Michael W. Toennis Scholarship Fund Mom Troth Memorial Scholarship Fund Gupton A. Vogt Oxford Cup Memorial Scholarship Fund

New Endowment Fund Profiles Bowdoin Chapter BLF Endowment Fund In an effort to continue the legacy of the Beta Sigma Chapter at Bowdoin College, Bruce Osborne ’74, and Michael Fiori ’74, made an endowment gift of $10,000 on behalf of all Beta Sigma brothers. The new endowment fund will provide annual support for the Beta Leadership Fund which helps support Beta’s mission of developing men of principle for a principled life.

James A. McMullen III Memorial Leadership Fund Betas and friends everywhere were saddened to learn of the passing of Advisory Council member, former district chief and long-time convention veteran Jim McMullen, Texas ’54, on November 19, 2011. To honor Jim’s legacy, friends and family made combined contributions of more than $4,500 to the Beta Foundation to establish a new endowment fund. The new fund will provide experiential leadership development opportunities for young leaders of Beta Theta Pi – a Fraternity Jim loved and served so well.

Interested in Establishing a Named Endowment Fund? A minimum of $10,000 pledged is necessary to establish a named endowment fund within the Beta Theta Pi Foundation. For additional information on how best to establish a named endowment fund in your name or in memory/honor of someone close to you, please contact a member of the Foundation staff at 800.800.BETA (2382).

bet at het a pi

Annual Report 2012

BRIDGE BUILDER SOCIETY Leaving a Legacy for Those Who Follow The Bridge Builder Society recognizes those who have chosen to leave a legacy for the future of Beta Theta Pi through their will or estate plans. These loyal brothers and friends have followed the example set by the “old man” who builds the bridge for the young man who will follow after him. Estate gifts received in fiscal year 2012 are featured throughout pages 54 and 55 in blue. Auburn Roderick B. Hastie ’82 Ball State Randy D. Phillips ’79 Bethany Richard K. Boyd, Jr. ’61 David A. Butz ’60 Bowling Green George D. Patrick ’62 British Columbia James M. Strilesky ’72 Alan G. Young ’70 Brown Bruce M. Lloyd ’80 Russell T. White ’44 California, Irvine Christopher C. Ogilvie ’80 California, Los Angeles Walter A. Chenoweth ’52 Carnegie Mellon Kenneth K. Humphreys ’59

Central Michigan Thomas C. Olver ’98 Centre Jerry M. Blesch ’60 B. Hume Morris ’68 Cincinnati Thomas D. Cassady ’76 Thomas F. Cole ’60 H. Kent Mergler ’63 William L. North ’63 Clemson Bryant N. Blakeslee, Jr. ’06 Colgate Bruce S. Fein ’84 Dartmouth Thomas H. Gillaugh ’46 Denison George M. Brown, Jr. ’60 DePauw Jeffery L. Cable ’82 H. Tuck Schulhof ’58 Douglass M. Vines ’68

Enrichment

Duke Thomas U. Todd, MD ’54 East Carolina D. Kirk Little ’82 Adam J. Scarboro ’06 Eastern Kentucky L. Martin Cobb ’96 Emory William R. Korth ’76 John H. Stebbins ’92 Alan C. Teplis, MD ’78 Florida Christian S. Bauer ’66 Stephen B. Becker ’69 Edward B. Knight ’38 Matthew S. Paynter ’00 Gary W. Leech ’70 Florida State Jeffrey B. McLain ’76 Curtiss C. Potter ’92

“ ... Good friend, I am building this bridge for him.” — Miss Will Allen Dromgoole, Author, The Bridge Builder

Georgia Tech J. Peter Labouisse ’64 Lynn C. Maddox ’64 GMI-EMI Louis A. Corsiglia ’67 David J. Hogan ’74 Hanover Richard P. Ellenberger ’58 Sangkook Han ’60 Idaho William I. Jordan ’69 Illinois E. Loren AufdenKamp ’48 Gant Redmon ’59 Indiana J. Philip Goddard ’67 Charles O. McCormick III ’72 Iowa Steven G. Bensema ’06 Neal J. Brower ’90 Iowa State Michael J. Dubes ’66 John M. Guernsey ’52 Judson A. Horras ’97 Johns Hopkins James T. McMenamin, Jr. ’71 Kansas Lloyd L. Kirk ’55 Kansas State Paul R. Attwater III ’83 H. James Bartels ’43 Robert S. Hoisington ’79 R. William Manning ’80 James H. Porter ’64 P. Thomas Purinton ’63 Kettering A Matthew J. Lepkowski ’97 Lawrence David J. Schnackenberg ’90 Louisville Thomas N. Chapman ’71 Matthew V. Tsien ’80 Lynchburg Charles W. Warner ’87 Miami Peter W.C. Barnhart ’66 J. Benjamin Beshear ’01 Jonathan J. Brant ’75 Robert L. Cottrell ’54

Thomas C. Fey ’68 Ronald P. Helman ’55 James T. Neef ’53 Jeffrey N. Newton ’77 JB Scherpelz ’05 John M. Sommer ’53 Robert D. Wertz ’61 Michigan James R. Denbo ’63 Donald G. DiPaolo ’78 Roger S. Helman ’89 William P. Johnson ’57 Joseph E. Salata, Jr. ’78 Michigan State Robert A. Cook ’62 Minnesota Scott J. Allen ’95 Bertram G. Leach ’52 Ryan A. Marek ’12 Mississippi William B. Lipscomb ’65 Missouri William H. Bates ’49 Carl E. Bolte, Jr. ’51 Charles E. Brown ’61 John P. Huston, Jr. ’49 Richard F. Kammerer ’80 Robert W. McKinley ’66 Ford R. Nelson, Jr. ’64 MIT Michael G. Feinstein ’82 Nebraska R. C. Mead ’65 William E. Thompson ’65 Randolph A. Walling, Jr. ’61 Northwestern Berry Conner, Jr. ’52 Leroy A. Glasner, Jr. ’49 Paul R. Gudonis ’76 Gary H. Rusk ’65 Robert W. Scholler ’48 Ohio Richard H. Brown ’65 Brian D. Cain ’91 Randall V. Greig ’53 Richard E. Griffin ’65 J. Burton Mayes ’39 Jeffrey A. Radomski ’81

Edward B. Appelquest, Denison ’43 Brother Appelquest gifted a bequest to the Beta Foundation totaling $100,000 which established the new Edward B. Appelquest Memorial Leadership Fund. This new fund will provide experiential leadership development opportunities for years to come for our Alpha Eta undergraduates at Denison University. Burlin (Harry) Ackles Jr., Michigan ’34 Brother Ackles made a bequest of nearly $16,000 to benefit the Michigan Chapter’s educational fund and the Michigan Leadership Fund – an endowment fund that provides leadership development opportunities. His daughter Betsy shares, “…he loved his years making lifelong friends in Beta Theta Pi at Michigan. Oh the stories he would tell!” Norman C. Bedford, MIT ’38 Living to the ripe old age of 96, Norman Bedford provided $25,000 in his will for Beta Theta Pi. In keeping with the Beta Foundation’s policy on unrestricted estate gifts, half of Brother Bedford’s bequest was placed in the Beta Leadership Fund and half went to the Founders Fund – the Beta Foundation’s unrestricted endowment.

Estate Gifts Expectancies

188 living Bridge Builder Society members* Type of Estate Gift Number Confirmed Bequests 124 Life Insurance 46 Charitable Remainder Trusts 13 Charitable Gift Annuities 10 Retirement Plans 7 Living Revocable Trusts 2 Total 197* *Several BBS members have made the Foundation beneficiary of multiple types of estate gifts.

George C. Matteson Jr., Pennsylvania ’50 The Beta Foundation was pleased to learn of a bequest of $20,000 from long-time Beta supporter George Matteson upon his passing in May of 2011. Per the Beta Foundation’s policy, half of the bequest was placed in the Beta Leadership Fund and half went to the Foundation’s endowment.

Harris D. Willis, Denison ’44 Brother Willis gifted a bequest of $18,665. His widow, Ruth shares, “Harris chose to pledge at Denison. He later transferred to Ohio State and then graduated from Yale. He felt so extremely welcomed by these chapters that it left a lasting impression on him.” As with all unrestricted bequests, half was placed in the Beta Leadership Fund and half was deposited into the Foundation’s endowment.

Ohio State Kenneth K. Feinthel ’55 C. Nelson French ’47 James S. Summers ’40 Daniel J. Westerbeck, Jr. ’67 David W. Wright ’67 Oklahoma John H. Coker, Jr. ’72 Christopher H. Pierce ’75 Lee B. Thompson, Jr. ’54 Oklahoma State Joshua P. Fairchild ’05 Robert H. Johnson ’77 Louis M. Linxwiler, Jr. ’53 Oregon Morris A. Arntson ’59 William R. Crist ’68 Glen A. Holden ’51 Penn State John S. Musser II ’50 James B. Smith ’50 Pennsylvania William W. Watkins, Jr. ’53 Purdue John U. Graham ’40 Howard R. Meeker, Jr. ’48 Robert G. Pitcher ’45 John E. Young ’56 Rhode Island Jeffrey M. Flanagan ’93 Rutgers Kenneth J. Grispin ’70 Saint Louis Nicholas L. Block ’03 San Diego State Patrick M. Hidalgo ’91 South Dakota Dan H. Kirkham ’58 John C. Thietje ’61

Wesleyan John K. Easton, Jr. ’58 West Virginia Thomas J. Gulliford ’68 Western Ontario John R. Birkett ’71 Douglas M. Reid ’58 Western Reserve Thomas A. Lipton ’63 Westminster Louis K. Beasley, Jr. ’65 Michael J. Esser ’70 Wichita State Robert M. Smith ’67 Tim J. Watt ’80

South Florida David E. Schmidt ’92 Southern California Louis D. Gabelic ’51 Syracuse G. Clif Heidel, Jr. ’56 Texas T. Hardie Bowman ’72 Michael R. Eubank ’83 Wade H. McMullen ’79 George M. Minot ’56 Texas Tech R. Dean Stalcup ’71 Toronto Ross W. Marsh ’90 Robert B. McConnell ’79 Frederick W. Young ’54 Utah Sherman A. Smith ’36 Virginia Tech Charles E. Comer ’75 S. Wayne Kay ’73 Daniel L. Westra ’76 Wabash Robert T. Grand ’78 Samuel H. Hildebrand II ’61 Thomas A. Klingaman ’52 Ronald R. Nichols ’64 Washington Richard E. Phenneger ’58 Washington & Jefferson Raymond S. Tomassene ’83 Washington in St. Louis Ferdinand Del Pizzo, Jr. ’58 Harold W. Duke, Jr. ’59 Robert L. Harmon ’49 Tristan K. Sopp ’11 Washington State Guy D. Perham ’50

Willamette R. Ethan Braden ’02 Douglas G. Houser ’57 Jon A. Steiner ’63 William & Mary Patrick A. Everett ’07 Williams Jeremy S. Davis ’56 Wisconsin James R. Curtis ’86 William R. Meythaler ’69 Robert L. Schnese ’83 Friends of Beta Ronald W. Beshear Lindsey Mercer Dorian Beck Trauger, widow of Walter M. Trauger, Ohio ’38

Jerry Blesch, Centre ’60, and his Beta Sweetheart, Karen.

ESTATE GIFTS RECEIVED AND ALLOCATION FY12

FY11

$131,804

FY09

$116,743

$50,000

$35,915

$34,649

$51,406

$50,000

$100,000

Other Named Funds

$208,158 (9 Gifts)

$41,767

$298,884 (8 Gifts)

$186,302

$107,879

$4,664

FY10

$34,587

honored to leave a legacy as members of the Bridge Builder Society because we know Beta Theta Pi will continue developing young men into better individuals in our society.”

$302,232 (4 Gifts)

$200,000 $250,000

Beta Leadership Fund

“My life has been greatly enriched by the principles of the Fraternity and the many Betas I have known over the years. Couple this with the opportunity to work and mentor hundreds of outstanding undergraduates, and one can understand why serving as a Beta volunteer is a very fortunate and enriching experience. Giving back to the Fraternity is a small thing when I think of what Beta has given to me. My wife and I are

— Capt. Jerry Blesch, Centre ’60

$187,307 (5 Gifts)

$218,826

$150,000

Enrichment

$300,000 $350,000

Foundation Endowment

bet at het a pi

DEA GRANT PROGRAM The Designated Educational Area Grant Program allows alumni to make gifts to the Beta Foundation that are earmarked for the funding of educational areas or projects of Beta chapter houses. Once a DEA Grant application is approved by the Foundation Board, the funds can cover the cost to purchase, construct or renovate educational areas of a chapter house. Libraries, study rooms and computer rooms, as well as furnishings such as computer equipment and internet access can be fully or partially funded by a DEA Grant.

Chapters Currently Utilizing the DEA Grant Program British Columbia

Iowa State

Penn State

Cincinnati

Kettering

Purdue

Colorado Mines

Michigan State

Sewanee

DePauw

Nebraska

Tennessee

Florida

Oklahoma State

Utah

Enrichment Idaho

Oregon

Virginia

“A great architect is not made by way of a brain nearly so much as he is made by way of a cultivated, enriched heart.”

— Frank Lloyd Wright, World-renowned Architect

Annual Report 2012 Enhancing the Academic Culture of Beta’s Living Environments

Purdue University

“We utilized the Beta Foundation’s DEA Grant Program as part of our ongoing $2 million renovation of the Beta Mu chapter house, which allowed us to remodel five additional areas using tax-deductible contributions from alumni. Quiet study areas and library space are just a few ways the DEA Grant Program enhanced our remodeling efforts, and it’s great to see alumni and undergraduates having a much greater appreciation for our beloved chapter house in West Lafayette.” — Kevin Comer, Purdue ’71, House Corporation Treasurer

University of Idaho

“The DEA Grant Program has been very valuable to the funding campaign for the Gamma Gamma chapter house because of the tax incentive it provides our significant donors. In some cases, the DEA Grant Program even helped us secure larger contributions from alumni.” — Ed Whitehead, Idaho ’64

University of Utah

“The Beta Foundation was very adept in helping us structure a fundraising strategy which utilized the DEA Grant Program. Having a tax-deductible component to our fundraising efforts helped us maximize participation from our alumni and ensured the completion of our $1.2 million renovation of the Gamma Beta chapter house.” — Jonathan Slager, Utah ’82, Financial Advisor For more information on the DEA Grant Program visit www.betathetapi.org or contact a member of the Foundation staff at 800.800.BETA.

bet at het a pi

WAYS TO GIVE

Giving back to Beta Theta Pi is one of the finest traditions of our Fraternity. Undergraduates, alumni, parents and Friends of Beta answer the call each year by providing the resources that support leadership and scholarship opportunities for today’s young Betas. Your support of the Beta Theta Pi Foundation, a 501(c)(3) public charity, advances our mission of developing men of principle for a principled life.

Endowments and Memorials/Tributes: The Beta Theta Pi Foundation can establish a special endowment or memorial gift in perpetuity to meet your personal intents and estate plans. Please contact the Foundation for details. Planned Gifts/Bequests: Consider a gift of personal assets through your will. The Foundation will work with you and your estate planner in designing a planned gift that meets your short and long-term financial goals. Planned gifts include but are not limited to cash, bonds, stock, securities, personal property, retirement plan assets and insurance policies.

Online: Giving online at www.betathetapi.org/gift is the quickest way to make a contribution to the Beta Foundation. Online you can make a one-time gift or establish a recurring gift in monthly, quarterly or yearly installments.

For more information or assistance, please contact the Beta Theta Pi Foundation at 800.800.BETA or email our staff:

Cash or Check: This is one of the most popular methods for making a donation to Beta Theta Pi. The Foundation’s address is: P.O. Box 6277, Oxford, Ohio 45056

Foundation Director Jonathan J. Brant, Miami ’75 jonathan.brant@betathetapi.org

Credit Card: Beta Theta Pi accepts Visa, American Express, MasterCard and Discover. This method can be used for a one-time contribution or in monthly, quarterly or yearly installments. Appreciated Stock/Securities: Multiple benefits are realized when using appreciated stock as a means for making a gift to the Beta Theta Pi Foundation. Our professional staff in Oxford can work with you and your financial advisor to make a gift of this nature, which can benefit the Foundation’s award-winning leadership programs, while at the same time provide you a charitable tax benefit. Corporate Matching Gifts: Numerous companies match an employee’s personal donation to non-profit, tax exempt foundations. Visit www.betathetapi.org for a listing of companies affiliated with the Beta Foundation, or ask if your employer participates in a gift-matching program.

Enrichment

Director of Advancement & Communication/Editor L. Martin Cobb, Eastern Kentucky ’96 martin.cobb@betathetapi.org Director of Advancement Ryan E. King, Southern Illinois ’01 ryan.king@betathetapi.org Director of Advancement Matthew J. Brawner, Truman State ’07 matt.brawner@betathetapi.org Director of Advancement Philip S. Fernandez, Miami ’06 phil.fernandez@betathetapi.org

Robert Braden, Willamette ’01, and his Beta Sweetheart, Rachel.

“It has been both a revelation and an enrichment to my life as an honorary initiate of Beta Theta Pi. Beta is an organization that is successful in finding, recruiting and assisting honorable men who are dedicated to one another and to becoming the leaders of the future. Beta expects responsible and community driven behavior, and the Fraternity’s results tell the story.

Because of Beta’s influence on individuals like my son, Ethan, my wife and I find it easy to give back to the Beta Leadership Fund each year.” — Robert Braden, Willamette ’01

Director of Development Laura L. Lednik laura.lednik@betathetapi.org

bet at het a pi

Annual Report 2012

THE PROMISES TO KEEP CAMPAIGN

Enrichment “We look down the road ahead . . .

That’s a curious thing about man. He feels the pull of what he doesn’t know and has never seen. No one can say what lies ahead for our Fraternity. We can only resolve to give it our loyalty and our devotion.” — Dr. Seth R. Brooks, St. Lawrence ’22 “Past, Present and Future,” 1965 Convention Address

Looking back at the past 15 years, Beta Theta Pi can point with justifiable pride to the Men of Principle initiative as an evolving formula for success. Today we continue to see record results in the classroom, in the quality and size of our membership, in the principled behavior of our undergraduates, in the quality and size of our volunteer core and in the number of young men who graduate from our award-winning leadership programs. However, the question today is, “What must be done to live up to the expectations that members, Friends of Beta, college campuses and the community now have for this beloved Fraternity?” The Beta Foundation cannot rely solely on our loyal donors to the Beta Leadership Fund to meet the educational needs of our undergraduate leaders. In an effort to sustain and advance the Men of Principle initiative and the needs of a growing, dynamic student membership, Beta has recently launched The Promises to Keep Campaign. Now is the time for Beta to keep her promise of providing a high-quality fraternity experience for every young man who knocks on our door seeking membership.

The Promises to Keep Campaign has three distinct objectives: 1. To expand access of award-winning Men of Principle programs 2. To implement new technologies for engaging undergraduates, alumni and Friends of Beta 3. To modernize Beta’s Administrative Office and launch an archives preservation initiative The success of The Promises to Keep Campaign will ensure the Men of Principle initiative continues to influence and educate thousands of young men by teaching them leadership skills that will be used their entire lives. We have the information. We have the delivery vehicle. Now we just need the gas to run it! Although the goal of The Campaign won’t be determined until January 2013, we are well underway in reaching out to alumni and friends across North America. If you hear from a member of the Foundation staff or a member of my Campaign Cabinet, I hope you respond and do your part to ensure our success! Yours in ___kai___,

Don Abbey

Donald G. Abbey, Penn State ’70 Honorary Chairman, The Promises to Keep Campaign

Enrichment “Represented symbolically by the diamond in the badge, Beta undergraduates need the cutting of education and the polishing of experience. These, too, are our promises to keep.”

Our Promises to Keep… I. Expand Access of Award-Winning Men of Principle Programs

II. Implement New Chapter Technologies, Programs and Services

Keystone – Create new endowment fund to keep student fees low and fully fund the educational portion of the program.

Create new online development program for all undergraduates, alumni, volunteers and Friends of Beta.

Leadership College – Lower registration fee, provide travel funding and increase participation from 250 to 500 students.

Implement high-quality evaluation process to maximize return on investment of Beta’s leadership programs.

Wooden Institute – Grow from 3 to 5 sessions thereby increasing participation from 255 to 425 students each summer. UIFI – Increase student participation from 20 to 100 each summer. Presidents Academy – Expand endowment to fully fund program without relying solely on annual fundraising. Men of Principle Scholarship – Increase grants from $500 to $1,000 annually for every Beta chapter and colony.

III. Launch Brennan Hall Modernization Plan and Archives Preservation Initiative Hire full-time Fraternity Archivist. Renovate Administrative Office with state-of-the-art technology conference center and interior/exterior updates. Implement archives preservation and traveling exhibits program. Enhance Beta museum in Oxford and create digitization process for preserving irreplaceable documents and artifacts.

“In the fall of 2008, I joined the Zeta Zeta Chapter at Wisconsin-Oshkosh, but I was given orders to deploy to Iraq shortly after joining the Fraternity. I returned home safely one year later and wasn’t sure if I even wanted to return to school and affiliate with the chapter. When I made the decision to come back to campus, the men of Zeta Zeta welcomed me into the family as if I had never left. I can’t express enough how much Beta Theta Pi means to me because of the opportunities I’ve been given to become a strong leader and a successful student. Beta enriches my life because I grow as a person every day and am challenged to become the individual I’ve always wanted to be.

The sense of family and lifelong brotherhood shown to me by my chapter brothers has inspired me to become chapter president and to continue crossing the bridge that Beta built for me.” — Joshua Wittkowske, Wisconsin-Oshkosh ’13

Beta Theta Pi Foundation Brennan Hall PO Box 6277 5134 Bonham Road Oxford, Ohio 45056 Change Service Requested

On behalf of the Beta Theta Pi Foundation, thank you to all Betas, Friends of Beta and family members who have contributed to the success of Beta Theta Pi!

FY13 BLF Goals $1 Million 5,000 donors

FY13 BLF Impact www.betathetapi.org/gift

Heartand Mind

“Here then, we assume for the basis of our own secret

association, the vital principle upon which hangs the progress and intellectual greatness of the human race: the mutual fidelity

of HEARTS , the mutual assistance of MIND .”

– Founder Charles Henry Hardin, Miami 1841, President’s Initiation Speech, January 31, 1841

1,600+ students graduating from Beta leadership programs 250+ consultant visits to Beta chapters 100+ Men of Principle Scholarships granted for recruitment 70+ Merit Scholarships awarded for tuition 300+ advisors and General Fraternity Officers trained

BETA LEADERSHIP FUND Developing Men of Principle for a Principled Life