BE TA T HE TA PI FOUN D AT IO N
2014 FOUNDATION BETA THETA PI JUNE 1, 2013-MAY 31, 2014
ANNUAL REPORT
“WE LEARN BEST, AND CHANGE, FROM HEARING STORIES THAT STRIKE A CHORD WITHIN US.” — John Kotter, Harvard Professor and Leadership Author
2 014 A NNUAL R EPORT
TABLE OF CONTENTS | OUR PURPOSE
3 | OUR PURPOSE 5 Leadership Letter
MISSION To develop men of principle for a principled life.
VISION
6 | OUR IMPACT 8 Leadership Development Programs 10 The Promises to Keep Campaign 12 Merit Scholarship Program 14 Named Endowment Funds 16 DEA Grant Program
18 | OUR SUPPORTERS 20 John Reily Knox Club 22 Bridge Builder Society 24 Sons of the Dragon Club 26 BLF and Donor Recognition 58 Friends of Beta and Parents
60 | OUR LEADERSHIP 61 Foundation Board
64 | OUR GUIDE TO GIVING 65 Ways to Give
Every member will live Beta Theta Pi’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
ON THE COVER Three unique “Beta Greats” panel sessions occurred during the 175th Anniversary and General Convention, which included stories and reflections from some remarkable brothers. The panel shown on the cover features personal development reflections from (left to right): 2014 Wooden Institute attendees
2 | 68
2014 Annual Report
• • • •
Beta’s first African-American member and current Foundation Director Bill Lowry, Kenyon ’56 Retired U.S. Navy Captain and former General Secretary Jerry Blesch, Centre ’60 Wimbledon Champion and Oxford Cup recipient Stan Smith, Southern California ’69 Best known for his role as “Rabbit” in Super Troopers, actor and producer Erik Stolhanske, Colgate ’91
LEADERSHIP LE T TER | OUR PURPOSE
THIS IS MY
BETA STORY T
he week before my junior year of college, I packed up my car with all of my belongings and started the twohour trek towards Eastern Kentucky University. While cruising through Kentucky, my car caught on fire. Ninety seconds later, I could boast no more than my wallet and the clothes on my back as my worldly possessions; nothing survived the blaze. I felt my semester was over before it began. When I arrived on campus, I spent the money I had earned during my summer internship on the bare essentials and knew I’d have to go financially inactive in every organization just to make ends meet. To this day, I still don’t know who is responsible, but chapter alumni stepped up and covered my dues for the year, paid for personal counseling and helped my brothers organize a fundraiser to get me back on my feet. Before I knew it, my personal tragedy had become another Beta success story. This was the first time I truly understood what it means when we say, “Brothers are brothers for life.” I’ll never be able to repay my brothers for what they did for me, and today I happily devote my time and money to our Fraternity whenever I can. — Nicholas Sexton, Eastern Kentucky ’11 (far right) Leadership Program Graduate and Beta Leadership Fund Donor
OUR PURPOSE “ B efore I k new it, my p erso n a l t ra g ed y h a d b eco me another B eta su cce ss sto ry . T h is wa s t h e first t ime I truly understo o d wh a t it mea n s wh en we sa y , ‘B rothers are b rot h ers fo r life.’ ”
2014 Annual Report
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FOUNDATION | OUR PURPOSE CULTIVATE LIFELONG FRIENDSHIPS
with Betas, parents and Friends of Beta.
SOLICIT BETAS AND FRIENDS
for cash, stock, endowment and estate gifts.
FUND LEADERSHIP & EDUCATIONAL GRANTS
for Men of Principle programs and resources. Dave Hogan hosting the annual fall Kai Kickoff
M
y wife, Darlene, and I support the Beta Leadership Fund to help continue the outstanding leadership programs that are provided by our Fraternity. I have personally witnessed the profound effect that programs such as the Wooden Institute, Keystone Leadership Conference, Leadership College and others have had on our undergraduate brothers. Since our chapter recolonization in 2007, Darlene and I have hosted the annual fall Kai Kickoff at our ranch in Lowell, Michigan. This is a great opportunity for the recently initiated brothers to expand their understanding of Beta Theta Pi and the Delta Eta Chapter. Our home has come to be known as the “Beta Ranch,” and every fall our undergraduate members look forward to another long day where bonds of friendship are created and strengthened, understanding of the ritual is deepened and the Beta fire is rekindled in each and every brother who attends. — Dave Hogan, GMI-EMI ’74
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2014 Annual Report
PROVIDE GIFT STEWARDSHIP
by demonstrating the direct impact on Beta’s mission.
RECOGNIZE BETA ALUMNI
for personal, professional and fraternal achievements.
OVERSEE INVESTMENT STRATEGIES
of the Foundation’s financial portfolio.
RECRUIT FOUNDATION VOLUNTEERS
to serve as ongoing fundraising advocates.
PLAN AND EXECUTE CAPITAL CAMPAIGNS that advance the Fraternity’s mission.
PROVIDE ADMINISTRATIVE SUPPORT
to local chapters engaging in fundraising activities.
LEADERSHIP LE T TER | OUR PURPOSE BROTHERS, PARENTS AND FRIENDS OF BETA: As expressed by John Kotter’s words on the cover page, the learning and change we experience in life are often sparked by a simple story – one that resonates deep in our hearts. These sentiments are certainly true in Beta Theta Pi. We can recall stories of our Beta Greats and their dedication to our founders’ vision. We cherish memories of our pledge class and experiences as undergraduates. And, today we experience living stories of lifelong Beta friendships which bring us back to our alma mater.
B L F R ES U LT S BY AUDIENCE
4,718 total blf donors | 50 Board Members & Staf f | 227 Friends of Beta & Parents | 1,991 Alumni | 2,450 Undergraduates
Each Beta brother, Sweetheart and Friend of Beta has a personal story that, when told or remembered, causes our hearts to swell with pride, commitment and a sense of rededication to our Great and Good Fraternity. As we celebrate our 175-year anniversary in 2014, we pause to reflect on the Beta stories that have advanced the Fraternity in the past, as well as those stories we are still writing today. In this Beta Theta Pi Foundation Annual Report, we pay tribute to our Beta Leadership Fund donors and other Foundation supporters who gave selflessly and helped write a historic chapter of our Fraternity’s story in fiscal year 2014. We also recognize those who have given to The Promises to Keep Capital Campaign – an effort that will expand and preserve our ability to tell stories of leadership and progress well into the future. As the next chapter in our Beta story begins, we would like to offer our most sincere thanks and appreciation for your ongoing support. We will again need your commitment in fiscal year 2015 if we are to develop men of principle for a principled life, and thus, continue telling the true and worthy story of our Fraternity. Take a moment to dwell on the wonderful stories your giving has made possible, as the impact you are making will, without question, help our Fraternity learn, grow and change as we strive to develop the lives of young men. Enjoy!
$649,977 | ALUMNI
$854 , 610
RECEIVED
$62,980 | Friends of Beta & Parents
$86,507 | BOARD MEMBERS & STAFF
$55,146 | UNDERGRADUATES
TH E PROM ISE S TO KE E P C A M PA IGN
Gratefully and yours in ___ kai ___,
$11,303,581
GIFTS AND
$ 20 M i l l i o n G o al
PLEDGES S. WAYNE KAY | VIRGINIA TECH ’73
JONATHAN J. BRANT | MIAMI ’75
Foundation Board Chairman
Foundation Director
THOMAS D. CASSADY | CINCINNATI ’76
ROBERT T. GRAND | WABASH ’78
The Promises to Keep Campaign Co-Chairman
The Promises to Keep Campaign Co-Chairman
2014 Annual Report
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BY THE NUMBERS | OUR IMPACT
THIS IS MY
BETA STORY W
hen I pledged Beta at the University of Toronto, the chapter was about to graduate half its membership and nearly all of its executive officers. We were small, young and inexperienced. Feeling uncertain about the future, our executive board decided to contact our alumni network for guidance and support. Without their mutual assistance and the strong leadership from my brothers, we would not have had such a successful year. That experience galvanized for me what the Beta Spirit is all about, and it led me to return to the chapter house years later to offer guidance and leadership to a new executive committee. However, the story doesn’t end there, as those same Beta brothers who answered our call for support also would go on to facilitate my entrance into the professional world.
OUR IMPACT “ In bus i ne s s , I’v e l e arned you are only as good as t he people coming af ter you, an d I be l i e v e t he s ame i s true for our Fraternity.” 6 | 68
2014 Annual Report
In business, I’ve learned you are only as good as the people coming after you, and I believe the same is true for our Fraternity. The Beta experience is about living by our principles – for our own personal growth and for the honor of our great Fraternity. I’m continually grateful I am a Beta, and it’s critical we provide developmental opportunities to each generation of brothers carrying the torch. — Mohamed Al-Borno, Toronto ’99 Principal of Al-Borno Consulting, a CMA Consulting Firm
BY THE NUMBERS | OUR IMPACT VOLUNTEER ADVISORS | 2010-2014
AVERAGE CHAPTER GPA | 1998-2013 3.193
BETA THETA PI 2.846
799
2.912 2005
1998
2.750
ALL FRATERNITIES
2010
AVERAGE CHAPTER SIZE | 1998-2014
845
869
2011
2012
2013
1,085
2014
LEADERSHIP PROGRAM GRADUATES | 1998-2014 2,348
73.8
BETA THETA PI
59.8 49.9 1998
843
2004
34.1
FINANCIAL DATA
15
16,708 GRADUATES SINCE
INCEPTION OF MEN OF PRINCIPLE
ALL FRATERNITIES
2009-10
2010-11
2011-12
2012-13
2013-14
Beta Leadership Fund Gifts
$863,268
$938,072
$1,006,468
$960,828
$854,610
The Promises to Keep Campaign Gifts & Pledges
n/a
n/a
$3,781,000
$4,260,543
$3,262,038
Gifts to Other Named Funds
$393,785
$765,506
$1,499,135
$1,193,138
$1,674,769
Estate Gifts Received
$187,307
$298,844
$206,345
$109,433
$196,995
Total Educational Dollars Granted for Programs (All Fraternity Rank)
$2,035,080 (#4)
$2,809,338 (#2)
$2,511,775 (#3)
$3,233,887 (#2)
$2,923,665* (TBD)
Educational Grants per Chapter
$17,246
$23,808
$20,931
$26,507
$23,021*
Fundraising and Management Expenses
$278,652
$482,860
$557,943
$363,726
$363,515*
Total Foundation Net Assets
$13,461,135
$16,667,175
$17,602,139
$21,096,298
$23,589,618
*Figures are unofficial until our annual audit is completed by Blue & Co. LLC.
2014 Annual Report
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LEADERSHIP DEVELOPMENT PROGRAMS | OUR IMPACT
LEADERSHIP DEVELOPMENT PROGRAMS
The following chart summarizes participation in Foundation-sponsored leadership programs by all chapters and colonies in the 2013-14 academic year. In-person education is a trademark of our Fraternity which yields significant individual, chapter and organizational growth.
CHAPTER | COLONY
MPS
Alabama
PA
KC
1
8
3-YEAR AVG.
4
8
21
16
4
3
7
n/a
11
9
44
54
15
$500
Arizona
$500
1
8
2
Arkansas
$500
1
8
1
Auburn
$500
1
8
3
12
8
Baylor
$500
1
9
4
14
15
Bethany
$500
8
10
18
13
British Columbia
$500
9
2
11
10
Cal Poly
$500
1
8
4
13
8
Carleton
$500
1
r
1
2
6
Case Western Reserve
$500
1
9
5
1
9
25
17
Central Florida
$500
1
8
1
2
13
25
15
Central Michigan
$500
1
8
4
16
29
18
Centre
$500
1
8
6
12
27
13
Chapman
$500
1
8
3
9
21
19
Charleston
$500
1
8
5
28
42
23
Cincinnati
$500
1
10
8
12
32
28
Clemson
$500
4
13
11
1
8
1
8 8
1
2
9
4
20
31
14
Colorado Mines
$500
1
Columbia
$500
1
8
5
14
7
Connecticut
$500
1
10
6
17
14
Cornell
$500
1
9
7
17
13
Creighton
$500
1
10
8
21
40
16 12
Dayton
$500
1
9
5
11
26
Denison
$500
1
r
2
4
7
8
Denver
$500
1
8
6
13
29
9
11
19
12
Drexel
$500
1
4
13
n/a
East Carolina
$500
Eastern Kentucky
$500
DePauw
Emory
1
8
Eastern Washington $500
7
1
8
1
12
22
14
1
8
7
16
14
1
9
2
12
7
1
8
9
9 14
Florida
$500
1
3
Florida International
$500
1
8
9
Florida State
$500
1
8
1
1
1
7
11
5
24
19
23
33
n/a
Furman
$500
1
8
4
13
11
George Washington
$500
1
9
8
18
12
Georgia
$500
1
8
2
4
15
15
Georgia Tech
$500
1
8
5
5
19
19
High Point
$500
1
8
2
1
12
13
Idaho
$500
1
8
2
3
14
14
Illinois
$500
1
8
9
8
26
n/a
1
10
3
14
20
Indiana
2014 Annual Report
2014 TOTAL
UIFI
American
Colgate
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LC
WI
REPORT CARD KEY Men of Principle Scholarship ............................MPS
Wooden Institute.................................................. WI
Nichols Presidents Academy .................................. PA
Undergraduate Interfraternity Institute....... UIFI
Keystone Regional Leadership Conference...... KC
Greiner Leadership College............................... LC
CHAPTER | COLONY
MPS
PA
KC
WI
UIFI
LC
2014 TOTAL
3-YEAR AVG.
Iowa
$500
1
9
6
2
18
9
Iowa State
$500
1
9
6
1
49
66
17
John Carroll
$500
1
9
7
1
8
26
15
Johns Hopkins
$500
1
8
7
16
14
1
8
4
17
8
Kansas
4
Kansas State
$500
1
8
Kentucky
$500
1
9
5
Kenyon
10
19
18
12
27
35
1
8
3
12
8
Kettering A
$500
1
8
1
2
12
12
Kettering B
$500
1
9
4
23
37
24
Knox
$500
1
8
3
12
5
Lawrence
$500
1
8
8
17
10
Louisville Loyola Marymount Maine Maryland Miami (Fla.) Michigan Michigan State Minnesota Mississippi Missouri Missouri-Kansas City MIT Nebraska North Carolina North Dakota Northeastern Northwestern Nova Southeastern Ohio Oklahoma Oklahoma State Oregon Pacific Penn State Pennsylvania Pittsburgh Puget Sound Quinnipiac Saint Louis San Diego San Jose State Sewanee
$500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500
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
8 8 8 9 8 8 8 10 8 8 8 7 8 9 8 7 8 9 8 9 8 10 9 10 8 8 8 9 8 12 8 6
5 1 4 4 2 2 10 15 3 2 4 2 9 3 6 5 5 4 4 26 12 2 14
17 10 15 16 11 14 23 34 12 11 18 10 23 19 17 20 14 17 18 36 23 13 28 13 13 23 15 13 20 34 16 7
13 13 9 11 10 16 16 21 10 12 16 6 19 17 9 18 10 10 4 18 9 13 8 18 6 n/a n/a n/a 14 28 12 6
$500 $500 $500 $500 $500 $500
$500 $500 $500 $500 $500 $500 $500 $500 $500 $500
1 1 1 1 1
3 2 2 3 4 8
5 5 6 2 7 3 5 2 3 2 3 3 2 7 12
1
1
4 11 4 1 3 9 7
r - Denotes chapters that could not attend Keystone due to inclement weather Blue - Denotes chapters that received the Charles Henry Hardin Leadership Development Award at the 175th General Convention
CHAPTER | COLONY SMU South Carolina South Dakota Southern California Southern Illinois St. Lawrence Stevens TCU Tennessee Texas A&M Texas A&M-CC Texas at Arlington Toronto Truman State UC Irvine UC San Diego UC Santa Barbara UCLA 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 WPI
TOTALS
MPS
PA
KC
$500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500
10 11 8 10 8 r 8 9 9 8 8 8 r 8 8 8 8 10 9
$500 $500 $500 $500
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
$54,500
121
1,000
$500 $500 $500 $500
$500 $500 $500 $500 $500 $500 $500
$500 $500
6 7 7 8 14 8 r 9 12 6 5 8 8 9 7 8 8 8 8
WI
UIFI
LC
2 1 2 2 1 6 4 3 3
1
2
3
11 5 4 2 3 2 11 5 4 1 9 3 11 2 5 1 11 18 4 8 4
2014 TOTAL
3-YEAR AVG. 16 17 17 15 10 6 13 17 10 13 9 15 7 21 9 n/a 10 17 18 12 6 6 12 16 24 6 6 18 14 3 10 20 5 15 8 11 14 12 5
1 6
7 7 3 1 8 2
1 8
2 15
12
33
3 5 5
1 4 1 3
11 26 15 18 13 5 17 25 18 16 10 23 4 27 14 18 11 22 28 5 15 12 11 21 22 12 2 19 21 7 9 32 9 55 8 10 16 15 17
895
2,348
1
7 3 4 1
3 5
316
16
2014 Annual Report
9 | 68
“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.”
GOAL | $20,000,000
THE PROMISES TO KEEP CAMPAIGN | OUR IMPACT
WE CANNOT ALWAYS
BUILD THE FUTURE . . . FOR OUR YOUTH
GIFTS & PLEDGES RECEIVED
$11,303,581 (56.5% as of August 9, 2014)
“…and more than that, such associations teach us in their records how far human friendship can carry us…” Pater Knox’s enduring words remind us that nothing can stop brothers coming together for each other’s mutual benefit. The ideals of our Fraternity exist today in the programs and resource of the Men of Principle initiative, but in the last few years alone nearly 1,000 men were left on a leadership program waitlist due to lack of funding. The focus of The Promises to Keep Campaign is to answer the call for this need and preserve Beta’s culture and ideals forever. We hope you join the men and women below who are helping write the important chapter in Beta’s next 175 years. — Bob Grand & Tom Cassady, Campaign Co-Chairmen
10 | 68
As chairman of the Beta Theta Pi Foundation and member of The Promises to Keep Campaign Cabinet, Wayne and Susan’s commitment to Beta runs deep. Their lead gift of $1.2 million will change Beta’s horizon and the lives of thousands of young men.
A longtime investment firm executive residing in Los Angeles, Michael and his Beta Sweetheart Jessica are using a $1,000,000 estate gift to ensure Beta’s promise of leadership development to our undergraduates well into the future.
The generosity of Fred Tilock, Bethany ’54, and others will honor Forrest H. Kirkpatrick, Bethany ’27, by establishing a leadership fund with a gift of $175,000. Brother Kirkpatrick’s devotion to the Psi Chapter did not go unnoticed, which is why the Psi Diamond Charitable Foundation chose to name their gift in his memory.
A former General Fraternity President and Foundation Director, Bob’s Beta legacy came to life when his grandson, Kurt Siebert, Nebraska ’14, chose to wear the Beta Badge. Bob’s $50,000 gift is providing for the future of Beta’s 9,000+ undergraduates.
As they left Beta’s 174th Convention in Charlotte, Dr. Robert Healy and his Beta Sweetheart Marcia noted that “this is all really about the boys.” Robert and Marcia are providing for today and tomorrow with a combined cash and estate gift of $60,500.
susan and wayne Kay
jessica and michael downer
Marcia and Dr. Robert HEALY
UCLA ’77 $1,000,000
psi diamond charitable foundation
Robert Schaupp
Virginia Tech ’73 $1,200,000
Lawrence ’51 $50,000
Missouri ’64 $60,500
2014 Annual Report
$175,000
THE PRO MISES TO KEEP CAMPAIGN | OUR IMPACT
. . . BUT WE CAN
BUILD OUR YOUTH
FOR THE FUTURE.
— Franklin D. Roosevelt, 32nd President of the United States
PROMISE I
PROMISE III
FUNDI NG NEED: $ 13.4 MILLIO N
FUND ING NE E D : $ 2.9 M IL L ION
Expand and endow student participation in award-winning Men of Principle leadership programs.
PROMISE II
Build a state-of-the-art learning laboratory and historical preservation center within the Administrative Office in Oxford.
TO LEARN MORE
Launch a new online training platform for all undergraduates, advisors and Beta volunteers.
Watch The Promises to Keep Campaign video.
B E TA .ORG /PT K
FUNDI NG NEED: $ 3. 7 MILLIO N
Through a cash, stock or estate gift to The Campaign, you can be a part of this exciting effort providing for Beta’s future. Contact a Foundation staff member in Oxford at 800.800.BETA (2382) to discuss your support of this important endeavor.
Actively involved in the Boys and Girls Club, the University of Oregon’s $1.4 billion campaign and his chapter’s recent campaign, John understands the need to provide for the future today. John has made a generous provision of $25,000 in his estate for The Promises to Keep Campaign.
CFO for RidgeWorth Investments in Atlanta, Beta has long benefited from John’s service, both as a past General Treasurer and current Treasurer of the Beta Foundation. He and his Beta Sweetheart Leslie are staying true to their Beta roots with a $25,000 gift.
John her m a n
leslie and john stebbins
Oregon ’60 $25,000
Emory ’92 $25,000
A practicing neurologist in Los Angeles, “Hutch” has been a supporter of the Beta Foundation since graduating from the University of Michigan. Involved in Lambda’s recolonization in 2010, Rob is helping to solidify his chapter’s future with a $10,000 Campaign gift.
Serving as a chapter counselor for almost twenty years, and having facilitated the Wooden Institute, Presidents Academy, and Keystone Conferences, Dr. Tigner has said, “The chapter is just better when more people attend these programs.” Thanks to his gift of $5,000 to The Campaign, more chapters will be “better.”
Attending the 174th Convention as a district chief, Nick committed on the spot to a $2,500 Campaign gift. Based in Mansfield, Conn., with his Beta Sweetheart Sara, Nick is leading by example and now chapters will benefit from both his generosity, as well as his volunteer talents.
Dr. Robert Hutchman
Dr. Robert Tigner
S ar a an d N ic hol as Gelbar
Michigan ’93 $10,000
Phi Gamma Delta $5,000
Connecticut ’06 $2,500
2014 Annual Report
11 | 68
MERIT SCHOLARSHIP PROGRAM | OUR IMPACT
EXEMPLIFYING BETA’S DEVOTION TO CULTIVATION OF THE INTELLECT In fiscal year 2014, the Merit Scholarship
FOUNDERS SCHOLARSHIPS $2,150 John Reily Knox Memorial Scholarship
$2,150 Samuel Taylor Marshall Memorial Scholarship
$2,150 David Linton Memorial Scholarship
$2,150 James George Smith Memorial Scholarship
Matthew V. Zahn George Washington ’15
Jason A. Kanderman Penn State ’15
Tushar Narayan WPI ’15
Tyler W. Pennick Wichita State ’15
$2,150 Charles Henry Hardin Memorial Scholarship
$2,150 John Holt Duncan Memorial Scholarship
Program provided 73 scholarships totaling $91,275 to Betas and sons and daughters of Betas pursuing their undergraduate or graduate degrees. The online scholarship application is available in early February and the deadline for submission is April 1. For more information about next year’s Merit Scholarship opportunities, visit beta.org.
MERIT SCHOLARSHIP AWARDS | 2005-2014 73 SCHOLARSHIPS
$90,000
$91,275
$85,000 $80,000 $75,000 $70,000 $65,000 $60,000 $55,000 $50,000
12 | 68
58 SCHOLARSHIPS
$58,900
2014 Annual Report
Zachary J. Hyder Tennessee ’15
Ryland J. Jennings East Carolina ’15
$2,150 Michael Clarkson Ryan Memorial Scholarship
$2,150 Thomas Boston Gordon Memorial Scholarship
Nicholas A. Foggia Kettering B ’16
Jesse R. Peinado Florida International ’14
THE TOP EIGHT FOUNDERS SCHOLARSHIPS ARE ENDOWED BY AN ESTATE GIFT OF ROBERT C. LAFFERTY, OHIO WESLEYAN ’28
MERIT S CHOLARSHIP PROGRAM | OUR IMPACT $2,000 Edward M. Brown Oxford Cup Scholarship Matthew P. Meeks, Miami ’15 $1,975 $1,950 $1,850 $1,725
$1,200
Frederick S. Bucholz Scholarship Christopher T. Perez, Iowa State ’16
E. William Palmer Memorial Scholarship Henry B. Foster, Kansas ’15
$1,200
Bertram W. Bennett Memorial Scholarship Michael J. Kalimtzis, Stevens ’16
Oscar Chapman Memorial Scholarship Charles M. Curts, DePauw ’14
$1,200
William C. Scheetz Family Scholarship Benjamin D. Droz, Pennsylvania ’15 Matthew C. Fiore, Pennsylvania ’16
$1,125
Ronald, Randall and Roger Helman Scholarship Stanley J. Echt, Miami ’17
$1,100
Col. John R. Simpson Memorial Scholarship Douglas B. Byers, Baylor ’15 Alexander B. Cadmus, Villanova ’16 Kyle J. Clifton, Michigan State ’15 Jason E. Gangwer, William & Mary ’12 Jon E. Gorgosz, Southern Illinois ’11 Joseph D. Pesek, Miami ’15 Connor S. Sebastian, Johns Hopkins ’16
John L. Calvert Memorial Scholarship Noland W. Smith, Georgia Tech ’15 Ben C. Rich Memorial Scholarship David M. Snapp, Tennessee ’16
$1,650
Horace G. Lozier Memorial Scholarship Alexander M. Rindels, Oklahoma State ’15
$1,600
Steven Craig Merrill Memorial Scholarship Justin P. Feehan, Virginia ’13
$1,475
W. Todd Elias Memorial Scholarship Alex L. Kindopp, Nebraska ’16
$1,375
Fred A. Seaton Memorial Scholarship Christian A. Davis, Kansas State ’16 Adam B. Massey, Kansas State ’16
$1,350
John J. and Elizabeth Rhodes Scholarship Ryan E. Doner, Arizona ’15 Keith J. Wiegand, Arizona ’16
$1,350
Thad Byrne Memorial Scholarship Mackenzie J. R. Nelson, Denver ’15
$1,350
W. H. (Bert) Bates Oxford Cup Scholarship Luke A. Verdi, MIT ’16
$1,300
Cleveland Alumni Association Scholarship Christopher A. Casey Jr., John Carroll ’15 Nicholas J. Gasbarro, Kenyon ’15 Nicholas S. LaPoint, Kenyon ’16
$1,300
Otho E. Lane Memorial Scholarship Sean M. Pugh, Miami ’15
$1,225
James P. Kirkgasser Memorial Scholarship Andrew Shi, Cornell ’17
$1,225
John A. Hill Memorial Scholarship Zane R. Sanchez, Denver ’16
$1,225
Seth R. and Corinne H. Brooks Memorial Scholarship Noah J. LaChance, son of Emile A. LaChance Jr., Cincinnati ’83 Patrick D. Snyder, North Carolina ’13, son of John F. Snyder Sr., North Carolina ’81
$1,075
Carl A. Kroch Oxford Cup Memorial Scholarship Youyang Gu, MIT ’15
$1,075
Douglas J. Neeley Memorial Scholarship Noah A. Gurzenski, Kenyon ’17 Jibri A. McLean, Kenyon ’17
$1,050
William W. Dawson Memorial Scholarship Cody D. Hamm, Louisville ’16 Daniel J. Walters, Washington & Jefferson ’15
$1,025
Douglas W. Hill, Jr. Memorial Scholarship Kevin M. Adams, Michigan State ’15 Jonathan D. Kurjan, Michigan State ’15 Chase T. Skinner, Michigan State ’15
$1,025
George L. and June L. Herpel Memorial Scholarship Scott E. Campbell, Wabash ’14 Brandon A. Hall, Maine ’13 Erik V. Holtz, Connecticut ’14 Jack R. Joyce, Saint Louis ’14 Kevin S. Rodda, Denison ’11
$1,025
James L. Gavin Memorial Scholarship William E. Bambury, Bethany ’15 Derek J. Deitsch, Utah ’15 Jackson W. Long, Kansas ’15
$1,000 Caroline Previdi of Sandy Hook Elementary Memorial Scholarship Abby E. Greenhaw, daughter of Jon R. Greenhaw, Oklahoma State ’86 Emma A. Miller, daughter of Christopher D. Miller, Kansas State ’86 $900
Thomas D. and Karen H. Cassady Scholarship Andrew J. Engel, Cincinnati ’15
$800
Edith Cantor Morrison Memorial Scholarship Allan J. Sulier, Central Michigan ’15
$800
Gupton A. Vogt Oxford Cup Memorial Scholarship Nicholas A. Misiolek, Kettering B ’15
$775
Col. Richard R. (Misty) and Sally Shoop Scholarship Ross L. Hofele, Louisville ’15
$650
Delta Tau Scholarship Cody A. McElhaney, Bethany ’15
$650
Stephen D. Bechtel, Jr. Oxford Cup Scholarship Elliot J. Louthen, Washington in St. Louis ’15
$575
Hugh E. Stephenson, Jr. Oxford Cup Scholarship Leo F. Speno, Truman State ’16
$550
H. H. Stephenson, Jr. Oxford Cup Scholarship Gray G. Whitsett, Centre ’16 Adam S. Burford Memorial Scholarship Cole W. Bertol, West Virginia ’17
$375 $350
Shelby L. Molter Music Education Scholarship Nathan A. Budge, Case Western Reserve ’15
T
$1,000 L. Robert Clough Memorial Scholarship Joshua T. Petersen, South Dakota ’15 Cole Bertol (far right) with other West Virginia Betas at the 175th Anniversary.
he Adam S. Burford Memorial Scholarship is helping minimize my college loan debt and inspiring me to give back to the community. I hope one day I will be able to assist others in their pursuit of higher education, just as you have done for me. Thank you! — Cole Bertol West Virginia ’17
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NAMED ENDOWMENT FUNDS | OUR IMPACT
NAMED ENDOWMENT FUNDS Named endowment funds are gifts from Betas, Sweethearts and friends th at a llow the Beta Foundation to impact toda y’s – and tomorrow’s – generation of young Beta l eaders. These funds are subject to the Foundation
MEN OF PRINCIPLE SCHOLARSHIP FUNDS
Board’s 4% annua l dis tribution policy (based on the 12-quarter fund aver-
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
a ge.) This policy ensures generou s dis tributions from each fund annua ll y, whil e a lso emph asizing compounding growth for the future.
FOUNDATION AND ADMINISTRATIVE OFFICE PROPERTY FUNDS Brennan Hall Fund Harold S. Hook Heritage Fund
LEADERSHIP DEVELOPMENT FUNDS Abbey Leadership Fund Edward B. Appelquest Memorial Leadership Fund Robert E. and Virginia Bartnett Leadership Fund Robert S. Beall 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 Todd and Janice Bleakley 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 ’56 Traveling Betas 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 Eta Beta Endowment Fund Elroy Bourgraf Leadership Fund David M. and Carol Briggs Leadership Fund Ralph N. Fey Memorial Leadership Fund
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2014 Annual Report
Gamma Omega Memorial Leadership Fund Casey and Remy Gomes Leadership Fund Haile Family Leadership Fund William F. and Helen Hahn Leadership Fund W. Martin and Valerie Haskell Experiential Leadership Fund Robert N. and Marcia Healy Leadership Fund MacGregor H. Hill II Leadership Fund Amb. Glen A. Holden Leadership Fund Judson A. and Kara Horras Leadership Fund Forrest H. Kirkpatrick Leadership Fund Michael D. and Mary Kokkinen Leadership Fund Legends Leadership Fund Thomas A. Lipton Leadership Fund Lindmor Leadership Fund Bill and Marsha Manning Leadership Fund Thomas H. McCasland, Jr. Leadership Fund Rolland S. McGinnis 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 John and Barbara Rudy Leadership Fund Gabriel A. Shapanka Leadership Fund Franz (Mac) and Donna Spear Leadership Fund R. Dean Stalcup and Miss Morgan Leadership Fund John H. and Leslie Stebbins Leadership Fund H. H. Stephenson, Jr. Leadership Fund Philip E. Stout Memorial 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
H. Gordon Ross Men of Principle Scholarship Fund
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 Visit pages 12-13 for a list of awards from the Merit Scholarship Funds.
NEW NAMED ENDOWMENT FUNDS | OUR IMPACT DR. P. THOMAS PURINTON LEADERSHIP FUND Initially conceived and endowed by Christopher G. Althoff, Kansas State ’00,, and his partner Jamie, in honor of former General Fraternity President P. Thomas Purinton, Kansas State ’63, this fund will provide sponsorships to the John & Nellie Wooden Institute for Men of Principle. Dozens of Betas and Friends of Beta have contributed more than $40,000 to honor Beta’s beloved “Dr. P.” and his Beta Sweetheart, Molly. TODD AND JANICE BLEAKLEY LEADERSHIP FUND This fund was established by Janice and Todd Bleakley, Kansas State ’77, to fund leadership development opportunities for young men from our Kansas State chapter on a preferred basis. ELROY BOURGRAF LEADERSHIP FUND Elroy Bourgraf, Cincinnati ’54, has made a $100,000 provision in his will to provide leadership development and scholarship opportunities to young men from our Cincinnati Chapter on a preferred basis. DAVID M. AND CAROL BRIGGS LEADERSHIP FUND Upon the passing of Carol and David Briggs, Ohio ’62, the Foundation will receive $50,000 from a charitable remainder trust which will endow a leadership development fund. FRED & MARY JANE BROWER LEADERSHIP FUND AND TUITION SCHOLARSHIP FUND Former Administrative Secretary Frederick F. Brower, Miami ’50, and his wife Mary Jane have made a gift of $15,000 to establish a tuition scholarship fund and another gift of $13,000 to establish a leadership development fund. ANONYMOUS FAMILY LEADERSHIP FUND Upon the passing of a long-time Beta volunteer and his wife, the Beta Foundation will receive a bequest of $50,000. These funds will forever provide leadership development scholarships to young Betas. ROBERT N. AND MARCIA HEALY LEADERSHIP FUND Marcia and Robert Healy, Missouri ’64, have generously made a provision in their will for a fixed percentage from their IRA (currently valued at $50,000) to establish a new leadership fund.
FORREST H. KIRKPATRICK LEADERSHIP FUND The Psi Diamond Charitable Foundation has established this new fund with a gift of $175,000, which will provide leadership development opportunities to undergraduates from our Bethany Chapter on a preferred basis. R. DEAN STALCUP AND MISS MORGAN LEADERSHIP FUND $100,000 has been pledged by Miss Morgan and R. Dean Stalcup, Texas Tech ’71, to immediately begin funding leadership program scholarships for young Beta leaders on an unrestricted basis. PHILIP E. STOUT MEMORIAL LEADERSHIP FUND Nine chapter brothers of Philip E. Stout, Oklahoma State ’62, have pledged $40,000 to establish this memorial fund honoring Brother Stout’s service to the Gamma Lambda Chapter. This new fund will provide leadership program scholarships to young men from Oklahoma State. ZETA OMICRON FOUR PILLARS FUND In honor of their chapter’s founding tenants of academics, philanthropy, athletics and social leadership, Marty Obst, Southern Illinois ’03, and Ryan King, Southern Illinois ’01, have established the Zeta Omicron Four Pillars Fund by pledging $10,000 each. The fund will provide leadership development scholarships to men from Zeta Omicron on a preferred basis. ANONYMOUS LEADERSHIP FUND An anonymous Beta brother from our Alpha Chapter and his wife are making a gift of $100,000 in memory of his Beta father from the Alpha Iota Chapter at Washington in St. Louis. Their generosity will provide leadership program scholarships on an unrestricted basis.
IMPACT | FY14 NAMED ENDOWMENT FUNDS 1,220
73
69
1
LEADERSHIP PROGRAM SCHOLARSHIPS TO YOUNG BETAS
TUITION SCHOLARSHIPS FOR CONTINUING EDUCATION
MPS GRANTS TO CHAPTERS FOR RECRUITING CAMPUS LEADERS
NEW WINTER SESSION OF THE WOODEN INSTITUTE
8 QUALITY ACRES OF MUSEUM, ARCHIVE AND PROGRAM SPACE IN OXFORD
9,375 UNDERGRADUATES SUPPORTED WITH FOUNDATION AND MEN OF PRINCIPLE ACTIVITIES
259 BETA VOLUNTEERS PARTICIPATING IN EDUCATION AND TRAINING
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DEA GRANT PROGRAM | OUR IMPACT CHAPTERS CURRENTLY UTILIZING THE DEA GRANT PROGRAM ENHANCING THE ACADEMIC CULTURE OF BETA’S LIVING ENVIRONMENTS The Designated Educational Area Grant Program allows alumni to make gifts to the Beta Foundation that are earmarked for funding educational areas or projects of chapter houses. Once a DEA Grant application is approved by the Foundation Board, the funds can be used to full y or partiall y subsidize educational projects such as libraries, study rooms, computer rooms, computer equipment, internet and access space. For more information about the DEA Grant Program, visit beta.org or contact a member of the Foundation staff.
MAS S ACHUSE T TS I NSTI TUTE OF TECHNOLOGY “The use of the DEA Grant Program was critical to the success of our ongoing $2.5 million Centennial Capital Campaign at Beta Upsilon. We are undergoing extensive renovations on two 100-year-old townhouses in Boston, and the renovation of study rooms and educational spaces was an important part of the overall project. Having a tax-deductible vehicle for donations was essential to our success as almost every donor took advantage of that benefit.” — Mike Feinstein, MIT ’82, House Corporation President
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2014 Annual Report
O HIO U NIV ER SITY “The DEA Grant Program was very critical in our efforts to raise $500,000 to recolonize Beta Kappa. We were able to design and build a state of the art environment to offer incoming members. Going forward, this will allow continued Foundation tax-deductible contributions to sustain what we have built and improve as needed. Also, this will provide an opportunity for scholarships and participation in award-winning Beta leadership programs to enhance the Beta experience for our undergraduates.” — Ron Calhoun, Ohio ’72, House Corporation President
U NIVE RSIT Y OF OKL A HOM A “Our vision is simpl y to build a building that has plenty of room to study and a good place to sleep. We also want to build a sense of history, tradition and accomplishment to inspire these young men. The DEA Grant Program is helping to make this happen by allowing for tax-deductible contributions, which are all managed by the Beta Foundation’s professional staff. ” — Rober t Beall, Okl ahoma ’79, Okl ahoma Chapter Camp aign Chairman
AN INDU STRY COMPARISON | OUR IMPACT
“TO THE DONORS OF AMERICA…
T
FOCUSING ON OVERHEAD WITHOUT
he Foundation Board and staff monitors the fundraising and spending performance of the Beta Foundation relative to non-profit industry benchmarks. We hope these benchmark results show our commitment to raising and granting your charitable dollars efficiently as intended, and in a manner that directly impacts young men of principle across North America.
CONSIDERING OTHER CRITICAL DIMENSIONS OF A CHARITY’S FINANCIAL AND ORGANIZATIONAL PERFORMANCE CAN DO MORE DAMAGE THAN GOOD. WE ASK YOU TO ALSO PAY ATTENTION TO OTHER FACTORS OF NON-PROFIT PERFORMANCE, SUCH AS TRANSPARENCY, GOVERNANCE, LEADERSHIP AND RESULTS.”
LEGEND
BETA FOUNDATION
ALL FRATERNITY AVERAGE
Art Taylor – President & CEO, BBB Wise Giving Alliance Jacob Harold – President & CEO, Guidestar Ken Berger – President & CEO, Charity Navigator
NON-PROFIT BENCHMARK
All data shown is analyzed and provided by an independent partner of the North-American Interfraternity Conference Foundation using public non-profit tax returns (IRS 990).
FUNDRAISING EFFICIENCY RATIO | 2008-2013
PROGRAM SERVICES RATIO | 2008-2013
FUNDRAISING EXPENSES / GIFTS RECEIVED
PROGRAM EXPENSES / TOTAL EXPENSES
(THE LOWER THE BETTER)
(THE HIGHER THE BETTER)
40%
0.35
30% 20%
0.35
0.32
0.33
0.22
10% 0%
0.35
0.15 0.04 2008
2009
0.35
0.35
0.26
0.28
0.08
0.08
0.35 0.32
100%
0.91
0.85
0.88
0.85
85% 70%
0.65
0.65
0.65
0.65
0.53
0.52
0.50
2009
2010
2011
0.82
0.90
0.65
0.65
0.51
0.52
2012
2013
55%
0.08 2010
2011
2012
0.04 2013
0.56 40%
2008
2014 Annual Report
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THIS IS MY
BY THE NUMBERS | OUR SUPPORTERS
BETA STORY A
s a member and volunteer of Delta Tau Delta Fraternity, along with my interfraternal service to the North-American Interfraternity Conference, I always knew my son Austin would be a fraternity man. The question was only, “Which fraternity would he join?”
When he came to the College of Charleston (which doesn’t have a Delt chapter), at first Austin did not find an organization that appealed to him. Beta’s colonization on campus quickly became an ideal opportunity because Beta’s principles so closely aligned with the set of values our family has tried to instill in him. Because of his experience, Austin has become a more serious student, a better leader and an advocate for Greek life. But, I didn’t fully grasp the Fraternity’s impact on Austin until Parents Weekend last year when he was asked to speak about the power of the fraternity experience. His words nearly brought tears to my eyes because they mirrored the feelings I have always had in my heart thanks to my brotherhood experience at Delta Tau Delta. Austin and I have always been very close, and despite wearing different letters, we now share a devotion to the fraternity movement because it allows young men to become who they are meant to be.
OUR SUPPORTERS “Be c au se of his experience, A us t i n h as be c om e a more serious student, a b e t te r l e ade r and an advoc ate for G reek life.”
I know Beta is doing great work in the areas of leadership development and providing the true Greek experience, and every Greek organization needs loyal supporters. I’m honored to add Beta Theta Pi to my list of supporting organizations – alongside my own fraternity – so that Beta can continue its good work in fostering young men. — Alan Brackett, 50th International President of Delta Tau Delta Fraternity and NorthAmerican Interfraternity Conference Board of Directors
SNAPSHOT | OUR SUPPORTERS
JOHN REILY KNOX CLUB
BETA LEADERSHIP FUND
THE PROMISES TO KEEP CAMPAIGN
DEVELOPING MEN OF PRINCIPLE FOR A PRINCIPLED LIFE
ADVANCING THE MEN OF PRINCIPLE INITIATIVE
BRIDGE BUILDER SOCIETY
SONS OF THE DRAGON CLUB
NAMED ENDOWMENT FUNDS
LEAVING A LEGACY FOR THOSE WHO FOLLOW
LEAVE YOUR MARK ...FOR THE KAI
DEVELOPING MEN OF PRINCIPLE FOREVER
THE PREMIERE ANNUAL GIVING CLUB OF THE BETA LEADERSHIP FUND
FY14 CONTRIBUTION BREAKDOWN | $4,224,044 RECEIVED 1%
BETA LEADERSHIP FUND $854,610
12%
THE PROMISES TO KEEP CAMPAIGN
20%
(EXCLUDES OUTSTANDING PLEDGES) $522,571 CHAPTER FUNDS $39,777
21%
DEA GRANT FUNDS $1,759,774
4%
42%
FOUNDATION ENDOWMENT $178,868
NAMED ENDOWMENT FUNDS $ 8 6 8 ,4 4 3
(L-R) Beta Leadership Fund supporters Phil Knox, Miami ’68, Stan and Margie Smith and Cathy and Tom Fey, Miami, ’68, standing by the portrait of Beta’s first Administrative Secretary Ralph N. Fey, Miami ’40
W
e support the Beta Leadership Fund because we believe it is important to continue the great tradition and heritage of our Fraternity, while also building leaders who will make a difference for their community and their country.
— Wimbledon Champion and Oxford Cup Recipient Stan Smith, Southern California ’69, and his wife Margie
2014 Annual Report
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JOHN REILY KNOX CLUB | OUR SUPPORTERS
THE PREMIER ANNUAL GIVING CLUB OF THE BETA LEADERSHIP FUND The John Reily Knox Club honors Betas and Friends of Beta 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.
Beloit
Colorado Mines
Florida
Stephen J. Goldman ’64
T. Weston Hamilton ’07
Stephen B. Becker ’69 Keith T. Koenig ’73 Matthew S. Paynter ’00 Michael J. Thompson ’90 John I. Williams, Jr. ’79 Michael H. Williams ’75
Bethany
Columbia
Neil Christman ’55 Robert D. Mackenzie ’77 Vincent E. Mikolay ’00
Martin I. Lewison ’88 Stephen M. Struna ’81
Carnegie Mellon
Gustavo J. Vollmer ’42
James M. Anderson ’51
Case James W. Kewley ’66 Frank N. Linsalata ’63
Centre Jerry M. Blesch ’60
Cincinnati David A. Beckner ’50 Elroy E. Bourgraf ’54 Thomas D. Cassady ’76 John D. Erhardt ’52 Daniel H. Farmer ’75 H. Kent Mergler ’63 Gregory P. Ott ’89 Jeremy N. Rogers ’00 Steven A. Wilson ’66
Colgate Bruce S. Fein ’84 Howard B. Hughes ’60
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2014 Annual Report
Cornell Denison Richard G. Lugar ’54 James F. Mason ’51 Thomas M. Roudebush ’52 John N. Taylor, Jr. ’57
DePauw L. Penfield Faber ’52 Robert E. Kersey ’57 John P. Rudy ’51 Walter W. Sampson, Jr. ’58
East Carolina D. Kirk Little ’82
Eastern Kentucky L. Martin Cobb ’96 G. Michael Conway ’75 Gareth M. Saums ’11
Emory John H. Stebbins ’92
Florida International Glenn Shapanka ’11
Furman Michael A. McPhee ’10
Georgia Tech Theodore S. Haile ’75 Guy J. Lookabaugh ’52 Lynn C. Maddox ’64 John E. McDaniel, Jr. ’42 David M. McKenney ’60
GMI-EMI Richard M. Caras ’78
Idaho Clifton C. Bowyer ’84 Michael R. Hamby ’85 Ralph M. Hartwell ’54 Jeffrey S. Johnson ’87 Donald W. Keefer ’54 Michael J. Killien ’60 William M. Lodge ’53
Lawrence C. Parberry ’61 Robert S. Parish ’52 Wellington C. Pierce, Jr. ’53 Thomas L. Reveley ’59 Frank A. Shrontz ’53 Ronald L. Siple ’55 William H. Stoneman III ’66
Illinois David E. Brown ’49 Leslie A. Meier ’82 Gant Redmon ’59
Indiana Paul H. Drew ’72 Fredrick J. Logan, Jr. ’74 Charles O. McCormick III ’72 Charles T. Richardson ’69
Iowa State James S. Balloun ’60 Alan D. Clipperton ’66 Michael J. Dubes ’66 Judson A. Horras ’97 Gale M. Peterson, Jr. ’66 Ronald G. Sande ’64 Robert A. Wiley ’87
Kansas Robert E. Harris ’81 Larry D. Horner ’56
Maryland Casey A. Gomes ’02 Mark F. Slaney ’92
George W. Trowbridge ’56 Robert L. Wesorick ’92 Michael J. Wilson ’89
Miami
Michigan State Russell E. Palmer ’56 Dan P. Reason ’57 Carl A. Swanson ’51
William F. Alderman ’67 John D. Backe ’54 Peter W.C. Barnhart ’66 J. Benjamin Beshear ’01 Jonathan J. Brant ’75 Frederick F. Brower ’50 Edward M. Brown ’31 Joseph E. Budde, Jr. ’06 Robert L. Cottrell ’54 John R. Deyo ’69 Philip S. Fernandez ’06 Scott C. Fessenden ’74 Thomas C. Fey ’68 John M. Groom ’58 Zachary T. Haines ’05 James W. Haywood ’74 Ronald P. Helman ’55 Thomas W. Hook ’81 James R. McClanahan ’60 Mitchell P. Rales ’78 Arthur J. Reimers III ’77 Joseph J. Rosing ’06 Douglas S. Wagner ’78
Minnesota Scott J. Allen ’95 Donald M. Anderson ’50 Dustin L. Anderson ’05 Michael D. Kokkinen ’00
Missouri W. H. (Bert) Bates ’49 Charles E. Brown ’61 Harry M. Cornell, Jr. ’50 Robert N. Healy ’64 John M. Hillhouse ’69 Harold S. Hook ’53 Richard G. Miller ’70 Henry A. Plain, Jr. ’80 Henry W. Robertson, Jr. ’51 David R. Spence ’80
MIT Godard K. Abel ’93 Mark P. Bouchard ’84 Robert R. Boye ’88 Ellis J. Braman ’58
Michigan Karl J. Edelmann ’86 Spencer H. Le Menager ’60
Kansas State Christopher G. Althoff ’00 H. James Bartels ’43 Todd E. Bleakley ’77 Randall D. Groves ’78 R. William Manning ’80 Bill L. Nicholson ’60 Warren R. Staley ’65 Paul B. Swartz ’64
JOHN REILY KNOX CLUB MEMBERS | $1,500+ ANNUAL GIVING 319 306
Kenyon William E. Lowry, Jr. ’56
242
Lawrence Robert J. Schaupp ’51 Kristofer K. Swanson ’87
Lehigh William F. Hahn ’49
Maine Leslie C. Brewer ’44 Thomas E. Hart ’79
190 150 2010
2011
2012
2013
2014
JOHN REILY KNOX CLUB | OUR SUPPORTERS Kendall R. Bryan ’88 John R. Chisholm ’84 Albert G. Coulson III ’94 Jeffrey M. Dardarian ’99 David S. Eisen ’83 Michael G. Feinstein ’82 Peter C. Gaston ’81 Mark A. Goldberg ’82 Kevin J. Grannan ’79 Robert A. Grant ’64 Kent L. Groninger ’63 John M. Hirschi ’56 Lawrence R. Hoover ’57 Charles D. Koch ’57 Calvin S. Koonce ’60 Roger W. Lacy ’79 Alan L. Laves ’82 Frank J. Leibly III ’93 Michael A. Lopez ’83 Eugene C. Lou ’90 William T. Maimone ’84 Herman L. Marshall ’78 David A. Milich ’82 Michael W. Miller ’95 Richard H. Oeler ’60 Eric L. Raefsky ’76 Robert M. Ramstad ’90 Michael D. Rechtin, Jr. ’89 William G. Roeseler ’65 Paul W. Sommer ’42 Robert J. Struble ’85 John T. Sutton ’55 Lei H. Tung ’86 Herbert B. Voelcker, Jr. ’51 Earl J. Watkins ’90 Alfred E. Wechsler ’55 Albert O. Wilson, Jr. ’38 Frederick R. Wilson ’83 George M. Wyman ’62 Stephen J. Yeretsky ’59 Henry C. Young, Jr. ’57
Nebraska Rick W. Fuchs ’03 Andrew S. Mattox ’00
North Carolina
Glenn E. Corlett ’65 R. Leslie Cornwell ’65 James M. Horn ’68 Jeffrey J. O’Hara ’69 Richard A. Sabol ’77 Garry L. Weigand ’65 David W. Wright ’67
Spencer M. Brush ’67 Arthur C. Carmichael, Jr. ’62 William V. DeBellis, Jr. ’67 Barclay L. Grayson ’92 Glen A. Holden ’51 Gregory J. Houser ’70 Warner R. Munro ’86 N. R. Walker ’66
Ohio Wesleyan
Oregon State
W. Martin Haskell ’68 Eric R. Hursh ’70
Jack R. Borsting ’51
Oklahoma
William M. Barstow, Jr ’41 Jeffrey Lieberman ’96
Ohio State
Robert L. Barr IV ’85 Fallis A. Beall ’55 Robert S. Beall ’79 Michael A. Bickford ’80 Bradford L. Boone ’82 Todd K. Booze ’90 John F. Burns ’86 Bret A. Chandler ’82 Ronald J. Crosby ’77 Robert R. Felton ’85 Kevin L. Foxx ’78 Falon D. Fuller ’80 Dwayne E. Godsey ’53 Mark P. Godsey ’77 Daniel W. Jordan ’78 Robert R. Klabzuba ’71 Michael T. Krampf ’88 Michael T. Lynch ’71 Thomas H. McCasland, Jr. ’56 Thomas H. McCasland III ’81 Christopher H. Pierce ’75 David E. Rainbolt ’78 J. Hugh Roff ’53 William J. Ross ’52 Don A. Smith ’58 Garland R. Talley ’74 James W. Taylor ’79 Arthur H. Thompson ’66 Ralph G. Thompson ’56 Stan M. Vlasimsky ’85
Pennsylvania
Purdue Wilson R. Isert ’35 John W. Longstreth ’51 Howard R. Meeker, Jr. ’48
Rutgers George D. Fosdick ’63
SMU
UCLA James A. Collins ’50 Peter N. Pappas ’86 John H. Wilke ’51
UNLV J. William Romero, Jr. ’95
Utah Joseph T. Butler, Jr. ’58 Jeff S. Cardon ’80 Christopher M. Conabee ’88 Adam D. Duncan ’86 Spencer F. Eccles, Sr. ’56 Christian K. Gardner ’94 E. Marc Mariani ’77 Michael P. Morris ’81 John R. Raybould ’97
Villanova
Franklin P. Johnson, Jr. ’50
James A. Carroll ’65 Robert T. Grand ’78 Peter J. Brix ’58 Blake W. Nordstrom ’82 Bruce A. Nordstrom ’55
Washington & Jefferson Raymond S. Tomassene ’83
Washington in St. Louis
Robert F. Hanley, Jr. ’83
Texas
Wesleyan
Mac N. Churchill ’72
Bradley J. Vogt ’87
William E. Hall, Jr. ’74
Oklahoma State
Northwestern
Fredrick F. Drummond ’53 Joe L. Greenhaw ’83 Jeffrey S. Smith ’86
Texas Tech
West Virginia
R. Dean Stalcup ’71
Oregon
James W. Boyd ’68 Charles K. Kane ’52 R. Brawley Tracy ’50
Matthew J. Brawner ’07 Marc T. Tower ’05 Jason P. Waggoner ’04
John M. Mutz ’57 Gary H. Rusk ’65 Justin M. Rutherford ’00 James T. West ’48
Ohio David M. Briggs ’62 Richard H. Brown ’65
Joseph A. Arenz ’93 Thomas J. Arenz ’91 Morris A. Arntson, Jr. ’59 Andrew Berwick, Jr. ’55 Jack R. Borsting ’51
Truman State
Willamette R. Ethan Braden ’02 Douglas G. Houser ’57
William & Mary MacGregor H. Hill II ’04
Wisconsin Rolland S. McGinnis ’53 Robert L. Schnese ’83
Wisconsin-Oshkosh
Friends of Beta Van H. Ellis Edward Kirklin Bernidene Merrill Robert Tigner Nor’Easter Foundation Soros Fund Charitable Foundation Lumina Foundation Rose Hills Foundation Salesforce.com Foundation GE Foundation Microsoft Matching Gifts
Benjamin D. Thornsberry ’08 William H. Greer, Jr. ’51
Jesse R. Bodine ’49 Ferdinand Del Pizzo, Jr. ’58 Alwyn E. Wolfarth ’59
Syracuse
James E. Driscoll ’62
S. Wayne Kay ’73 Daniel L. Westra ’76
Washington
Stanford
Wichita State
Yale
South Dakota
Ryan E. King ’01 Martin E. Obst ’03
Oklahoma House Corporation
Virginia Tech
Wabash
Southern Illinois
Beta Organizations
Lawrence B. Stone ’77
Michael R. Okenquist ’94
Jeffrey P. Greiner ’80 John D. Hagerman ’63 David W. Light III ’64 John V. Conway, Jr. ’56 Jerry R. Morrissey ’57 Peter W. Wagner ’62
Whitman
M
y greatest treasure and gift is to meet and talk to undergraduates to imbue in them the commitment to live by Beta’s ideals, to remain involved with our Fraternity for life and to give back to our Foundation. My Mom always said, “Service to others is the rent we pay for our space on earth.” I am doing my best to be sure I “pay my rent.”
—Richard H. Brown, Ohio ’65
Western Reserve Walter E. Kalberer ’55
2014 Annual Report
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BRIDGE BUILDER SOCIE TY | OUR SUPPORTERS
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.
LIVING MEMBERS OF THE BRIDGE BUILDER SOCIETY Our 11 new BBS members are shown in blue.
Auburn
Centre
Roderick B. Hastie ’82
Jerry M. Blesch ’60 B. Hume Morris ’68
Ball State Randy D. Phillips ’79
Bethany Richard K. Boyd, Jr. ’61 David A. Butz ’60
Bowling Green
Cincinnati Elroy E. Bourgraf ’54 Thomas D. Cassady ’76 Thomas F. Cole ’60 David M. Kerka ’88 H. Kent Mergler ’63 William L. North ’63
George D. Patrick ’62
British Columbia James M. Strilesky ’72 Alan G. Young ’71
Clemson Bryant N. Blakeslee, Jr. ’06
DePauw Jeffery L. Cable ’82 H. Tuck Schulhof ’58 Douglass M. Vines ’68
Duke
Theodore S. Haile ’75 J. Peter Labouisse ’64 Lynn C. Maddox ’64
Lloyd L. Kirk ’55
Kansas State
Thomas U. Todd ’54
Hanover
East Carolina
Richard P. Ellenberger ’58 Sangkook Han ’60
Gant Redmon ’59
William R. Korth ’76 John H. Stebbins ’92 Alan C. Teplis ’78
Indiana
Florida Christian S. Bauer ’66 Stephen B. Becker ’69 Edward B. Knight ’38
Matthew J. Lepkowski ’97
Robert A. Cook ’62 Russell E. Palmer ’56
Minnesota
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 Robert H. Kurz ’58 James T. Neef ’53 Jeffrey N. Newton ’77 JB Scherpelz ’05 Robert D. Wertz ’61
Miami (Fla.) Peter N. Darrow ’09
Lawrence
David J. Schnackenberg ’90 Michigan James R. Denbo ’63
Scott J. Allen ’95 Bertram G. Leach ’52 Ryan A. Marek ’12 Justin M. Miller ’00
Mississippi William B. Lipscomb ’65
Missouri W.H. (Bert) Bates ’49 Carl E. Bolte, Jr. ’51 Charles E. Brown ’61 Robert N. Healy ’64 John P. Huston, Jr. ’49 Richard F. Kammerer ’80 Robert W. McKinley ’66
MIT Michael G. Feinstein ’82
A
Idaho William I. Jordan ’69
Illinois
J. Philip Goddard ’67 Charles O. McCormick III ’72 James R. Roudebush ’71
Michigan State
David S. Lamb ’62 George S. Pullen ’03
Louis A. Corsiglia ’67 David J. Hogan ’74
Emory
2014 Annual Report
Kansas
Donald G. DiPaolo ’78 Robert H. Gillow ’56 Roger S. Helman ’89 William P. Johnson ’57 Joseph E. Salata, Jr. ’78
Charles W. Warner ’87
GMI-EMI
Cornell
Thomas C. Olver ’98
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LeRoy J. Marx ’49
Carnegie Mellon
Central Michigan
James T. McMenamin, Jr. ’71
Denver
L. Martin Cobb ’96
Thomas H. Gillaugh ’46
Johns Hopkins
Georgia Tech
Newell H. Orr, Jr. ’48
Charles L. Wiley ’58
Maine
Kettering A
Eastern Kentucky
Dartmouth
Lynchburg
Michael J. Dubes ’66 Judson A. Horras ’97 Robert A. Wiley ’87
Jeffrey B. McLain ’76 Curtiss C. Potter ’92
Denison
Gary W. Leech ’70 Matthew S. Paynter ’00
Colorado Mines
Case
Iowa State
George M. Brown, Jr. ’60
Thomas O. Farnsworth ’09 Timothy S. Herrmann ’10
Bruce M. Lloyd ’80 Russell T. White ’44
Kenneth K. Humphreys ’59 Philip D. Spiller, Jr. ’95
Thomas N. Chapman ’71 Matthew V. Tsien ’80
Florida State
Dayton
D. Kirk Little ’82 Adam J. Scarboro ’06
Brown
Louisville
Steven G. Bensema ’06 Neal J. Brower ’90
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
Bruce S. Fein ’84
Colgate
Iowa
Scott and Jessica Allen with their son Will, and daughters Kate (left) and Emily (right)
s the parents of young children, we want our kids associated with people and organizations that align with our family’s values. When Betas live their values, great things happen! We support the BLF because our gifts are connecting young Betas to the vision of our founders – building authentic, lifelong relationships among men. Beta’s results tell a convincing story, and we are proud to give back because we are the products of our Great and Good Fraternity in action. — Scott J. Allen, Minnesota ’95
BRIDGE BUILDER SOCIE TY | OUR SUPPORTERS Nebraska
Ohio Wesleyan
Purdue
Syracuse
Wabash
Wichita State
R. C. Mead ’65 William E. Thompson ’65
Eric J. Eickhoff ’00
Howard R. Meeker, Jr. ’48 John E. Young ’56
G. Clif Heidel,Jr. ’56
Robert M. Smith ’67 Tim J. Watt ’80
Northwestern
John H. Coker, Jr. ’72 William J. Hemphill ’45 Michael C. Ritz ’66 Lee B. Thompson, Jr. ’54
Rhode Island
T. Hardie Bowman ’72 Michael R. Eubank ’83 Wade H. McMullen ’79 George M. Minot ’56
James A. Carroll ’65 Robert T. Grand ’78 Samuel H. Hildebrand II ’61 Thomas A. Klingaman ’52 Ronald R. Nichols ’64
Berry Conner, Jr. ’52 Paul R. Gudonis ’76 John M. Mutz ’57 Gary H. Rusk ’65 Justin M. Rutherford ’00 Robert W. Scholler ’48
Ohio David M. Briggs ’62 Richard H. Brown ’65 Brian D. Cain ’91 Randall V. Greig ’53 Richard E. Griffin ’65 J. Burton Mayes ’39 Jeffrey A. Radomski ’81
Oklahoma
Oklahoma State Joshua P. Fairchild ’05 Robert H. Johnson ’77 Louis M. Linxwiler, Jr. ’53
C. Nelson French ’47 Daniel J. Westerbeck, Jr. ’67 David W. Wright ’67
Rutgers Kenneth J. Grispin ’70
Saint Louis
Oregon
Patrick M. Hidalgo ’91
Morris A. Arntson, Jr. ’59 Richard F. Church ’55 William R. Crist ’68 John H. Herman ’60 Glen A. Holden ’51
SMU Don S. Pearce ’65
Daniel H. Kirkham ’58 John C. Thietje ’61
PENNSYLVANIA ’41 The Foundation was the beneficiary of $3,000, which was split between the Pennsylvania Chapter Educational Fund, the BLF and the Founders Fund Endowment after Bill Barstow’s passing in 2012. Bill associated with other Betas living in the Hilton Head area and was a faithful donor for many years.
THOMAS M. (TIM) ROUDEBUSH DENISON ’52 The Foundation received a bequest of $5,000 upon the death of Tim Roudebush. A prolific entrepreneur, he founded the Eldred World War II Museum in 1996 and was an active member of the Kansas City Beta Club and a loyal Foundation donor. His bequest was split between the BLF and the Founders Fund endowment.
South Florida David E. Schmidt ’92
MARY & WILSON ISERT PURDUE ’35 Featured in last year’s report with a bequest of $75,000, the Isert’s legacy continued into this fiscal year with an additional distribution of $139,000, all of which was placed into the Founders Fund endowment. In all, the Iserts have contributed $213,920 to continue developing men of principle.
Washington Richard E. Phenneger ’58
PENNSYLVANIA ’41 A bequest of $500 was received after the passing of Col. Watkins in December, which was split between the BLF and the Founders Fund endowment. Col. Watkins gave annually nearly every year since 1973, and remained involved in his community and church throughout life.
R. Ethan Braden ’02 Douglas G. Houser ’57 Jon A. Steiner ’63
William & Mary
Washington in St. Louis
Patrick A. Everett ’07
Toronto
Ferdinand Del Pizzo, Jr. ’58 Harold W. Duke, Jr. ’59 Tristan K. Sopp ’11
Wisconsin
Ross W. Marsh ’90 Robert B. McConnell ’79 Frederick W. Young ’54
UC Irvine
Guy D. Perham ’50
W. Perry Atterholt ’83 James R. Curtis ’86 William R. Meythaler ’69 Robert L. Schnese ’83
Wesleyan
Friends of Beta
Washington State
John K. Easton, Jr. ’58
UCLA Walter A. Chenoweth ’52 Michael J. Downer ’77
West Virginia
Union
Western Ontario
Charles E. Pankenier ’65
John R. Birkett ’71 Douglas M. Reid ’58
Utah
Thomas J. Gulliford ’68
Sherman A. Smith ’36 Robert E. Stagg ’67
Western Reserve
Virginia Tech
Westminster
Charles E. Comer ’75 S. Wayne Kay ’73 Daniel L. Westra ’76
Louis K. Beasley, Jr. ’65 Michael J. Esser ’70
Thomas A. Lipton ’63
ESTATE GIFT EXPECTANCIES COL. WILLIAM WHITFIELD WATKINS, JR.
Willamette
R. Dean Stalcup ’71
Christopher C. Ogilvie ’80
South Dakota
James B. Smith ’50
WILLIAM M. BARSTOW, JR.
Texas Tech
Nicholas L. Block ’03
San Diego State
Penn State
Ohio State
Jeffrey M. Flanagan ’93
Texas
Ronald W. Beshear Helen Davis (Jeremy Davis, Williams ’56) Mary Graham (John U. Graham, Purdue ’40) Carolyn Harmon (Robert L. Harmon, Washington in St. Louis ’49) Lindsey Mercer ’95 Dorotha Pitcher (Robert G. Pitcher, Purdue ’45) Mona Skager (E. Loren Aufdenkamp, Illinois ’48) Susanne Sommer (John M. Sommer, Miami ’53) Dorian Beck Trauger
NUMBER CONFIRMED
201 Living Bridge Builder Society Members
WILL BEQUESTS ..................................................................................... LIFE INSURANCE ...................................................................................... CHARITABLE REMAINDER TRUSTS ................................................................. CHARITABLE GIFT ANNUITIES ...................................................................... RETIREMENT PLANS .................................................................................. LIVING REVOCABLE TRUSTS ........................................................................
130 44 15 9 8 2
Total ................................................................................................................ 208* *Several BBS members have made the Foundation beneficiary of multiple types of estate gifts.
2014 Annual Report
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SONS OF THE DRAGON CLUB | OUR SUPPORTERS
LEAVE YOUR MARK. . . . . . FOR THE KAI
SONS OF THE DRAGON CLUB | GIVING HISTORY 2,450 MEMBERS
The Sons of the Dragon Club
2,212 MEMBERS
is the Beta Foundation's annual
2,170 MEMBERS
$55,146
$43,845
$43,374
giving club specifically for
1,604 MEMBERS
Beta undergraduates. 1,033 MEMBERS
The Sons of the Dragon Club is designed to educate on
$ 3 1 ,1 1 8
$22,298
the purpose, goals and activity of the Beta Foundation, and to start undergraduates on their path of annual giving
2010
to the Beta Leadership Fund.
SCHOOL
2014 CHAPTER PARTICIPATION
Alabama American Arizona Arkansas Auburn Baylor Bethany British Columbia Cal Poly Carleton Case Western Reserve Central Florida Central Michigan Centre Chapman Charleston Cincinnati Clemson Colgate Colorado Mines Columbia Connecticut
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2014 Annual Report
2.4% 35.9% 16.1% 13.9% 9.0% 32.7% 50.0% 11.4% 15.8% 48.1% 54.5% 38.2% 61.0% 100% 21.1% 37.1% 32.0% 1.0% 3.2% 73.8% 24.5% 32.4%
2014 CLUB MEMBERS
PRIOR 3 YR. AVERAGE
3 23 24 15 14 18 11 9 12 13 30 26 36 30 23 23 24 1 2 48 12 24
16 n/a 7 29 78 22 3 5 17 12 16 64 32 6 16 23 27 6 2 25 3 35
SCHOOL
2014 CHAPTER PARTICIPATION
Cornell Creighton Dayton Denison Denver DePauw Drexel East Carolina Eastern Kentucky Eastern Washington Emory Florida Florida International Florida State Furman George Washington Georgia Georgia Tech Hanover High Point Idaho Illinois
56.5% 73.0% 58.3% 13.8% 100% 17.7% 63.6% 73.7% 17.1% 23.7% 5.4% 0.7% 100% 32.2% 30.3% 22.1% 0.8% 0.0% n/a 100% 28.0% 47.9%
2011
2014 CLUB MEMBERS
PRIOR 3 YR. AVERAGE
35 46 35 9 64 20 21 42 6 9 4 1 50 29 10 18 1 0 1 43 23 34
24 19 23 12 36 16 n/a 22 18 7 27 4 42 n/a 14 24 1 2 4 18 17 n/a
2012
SCHOOL 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
2013
2014 CHAPTER PARTICIPATION
2.4% 22.9% 31.9% 42.6% 22.5% 0.0% 4.0% 100% 5.6% 100% 100% 9.3% 18.8% 16.7% 10.1% 5.7% 54.0% n/a 20.8% 41.2% 57.4% 100%
2014
2014 CLUB MEMBERS
4 11 22 20 16 0 4 114 3 15 31 4 9 10 10 4 27 2 22 21 31 69
PRIOR 3 YR. AVERAGE
19 6 17 20 12 1 7 71 3 16 20 7 6 9 12 13 30 3 17 22 16 42
SONS OF THE DRAGON CLUB | OUR SUPPORTERS
I
’ve supported the BLF each year since I joined the Fraternity. Finances are important to all college students, but giving what I can is more than worth it because of all the things Beta has done for me. Our leadership opportunities are extremely influential, and I’m happy to do what I can to make the programs available for others.” — Kevin Adams, Michigan State ’15 (right)
Betas from the University of Kentucky at their fall 2013 initiation, who once again showed 100% chapter support for the Sons of the Dragon Club.
SCHOOL
2014 CHAPTER PARTICIPATION
Mississippi Missouri Missouri-Kansas City MIT Nebraska North Carolina North Dakota Northeastern Northwestern Nova Southeastern Ohio Oklahoma Oklahoma State Oregon Pacific Penn State Pennsylvania Pittsburgh Puget Sound Quinnipiac Saint Louis San Diego
10.4% 4.5% 21.9% 47.1% 13.7% 5.3% 100% 100% 7.3% 100% 10.7% 42.1% 13.6% 0.0% 100% 6.8% 6.8% 24.0% 41.9% 27.9% 33.7% 56.0%
2014 CLUB MEMBERS
8 7 14 8 13 4 38 42 6 18 6 80 19 0 71 5 5 12 18 12 31 60
PRIOR 3 YR. AVERAGE
27 3 13 4 14 2 12 50 24 21 6 9 12 6 36 17 2 n/a n/a n/a 19 52
SCHOOL San Jose State Sewanee SMU South Carolina South Dakota Southern California Southern Illinois St. Lawrence Stevens TCU Tennessee Texas A&M Texas A&M-CC Texas at Arlington Toronto Truman State UC Irvine UC San Diego UC Santa Barbara UCLA Utah Vanderbilt
2014 CHAPTER PARTICIPATION
78.6% 0.0% 10.5% 10.4% 70.8% 6.5% 100% 12.7% 16.7% 19.5% 64.7% 1.9% 37.5% 100% 25.0% 58.2% 25.6% 19.1% 4.4% 9.1% 35.4% 2.4%
2014 CLUB MEMBERS
22 0 12 14 34 8 26 7 7 26 11 2 9 24 8 53 11 9 4 11 29 2
PRIOR 3 YR. AVERAGE
24 3 38 30 16 26 28 6 6 40 10 6 10 16 7 48 8 n/a 11 11 27 4
SCHOOL
2014 CHAPTER PARTICIPATION
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 WPI
8.2% 1.2% 4.6% 47.2% 3.5% 70.7% 5.0% 16.2% 21.2% 1.9% 3.9% 100% 15.4% 50.9% 5.7% 100% 35.9% 6.0% 42.31%
Grand Totals
27.4%
2014 CLUB MEMBERS
PRIOR 3 YR. AVERAGE
5 1 5 34 4 29 3 17 14 1 3 51 6 32 5 22 14 3 22
6 14 10 28 5 6 1 16 7 1 4 25 1 19 19 17 16 5 15
2,450
1,993
2014 Annual Report
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BLF & DONOR RECOGNITION | OUR SUPPORTERS DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+
BETA LEADERSHIP FUND
Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500
Developing Men of Principle for a Principled Life
John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
Friends of Beta attending the 175th Anniversary and General Convention.
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
British Columbia Betas in the Marching Line at the 175th Anniversary.
ANNUAL GIFTS RECEIVED Beta Leadership Fund The Promises to Keep Campaign
FY11
FY12
FY14
$938,072
$1,006,468
$960,828
$854,610
N/A
$3,781,000*
$4,260,543*
$3,262,038*
Other Named Funds
$2,059,719
$1,430,151
$1,714,712
$2,065,637
Total Gifts Received
$2,997,791
$6,217,619*
$6,936,083*
$6,182,285*
4,769
5,415
5,587
5,346
Total Donors
*Includes pledges to The Promises to Keep Campaign
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FY13
2014 Annual Report
ANNUAL, LIFETIME AND CONSECUTIVE GIVING
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+
The following list contains all donors (grouped alphabetically by school) who made gifts to the Beta Foundation from June 1, 2013 through May 31, 2014. Annual Giving Clubs, Lifetime Giving Societies and consecutive years giving are highlighted throughout the list using Club names and various symbols defined by the legend.
CONSECUTIVE YEARS GIVING
() Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000
Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
BLF & DONOR RECOGNITION | OUR SUPPORTERS
BLF GIVING RESULTS BY CHAPTER NUMBER OF DONORS
DOLLARS CONTRIBUTED
1. Oklahoma ...................................................120
1. Miami ..................................................$63,397
2. Kentucky ...................................................... 118
2. Missouri .............................................$63,945
3. Minnesota .................................................... 110
3. Iowa State ........................................ $25,853
4. Miami ..............................................................95
4. Oklahoma ..........................................$25,481
5. Denver...................... ...................... ...............79
5. Case Western Reserve .............. $22,539
6. Cincinnati .....................................................74
6. Cincinnati .......................................... $19,828
7. Wabash .........................................................74
7. Indiana ....................................................$18,111
8. Pacific..............................................................71
8. Kansas State .................................... $16,957
9. Westminster.......... ........ ............................ 70
9. Pennsylvania .................................... $15,233
10. San Diego .....................................................65
10. Northwestern ...................................$14,422
2014 Annual Report
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BLF & DONOR RECOGNITION | OUR SUPPORTERS DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+ () Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
Celebrating Founders’ Day at the 175th Anniversary and General Convention in Oxford.
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2014 Annual Report
BLF & DONOR RECOGNITION | OUR SUPPORTERS
M
y life in the Beta Rho Chapter was like a wonderful novel full of thousands of vignettes that are all happy, fun and nostalgic. But most of all, my memories of friendship and brotherhood were positive ventures that added special meaning to my life and were often too good to be true. — Beta’s 14th Oxford Cup Recipient, Ambassador Glen Holden, Oregon ’51
2014 Annual Report
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BLF & DONOR RECOGNITION | OUR SUPPORTERS
DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+ () Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
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2014 Annual Report
BLF & DONOR RECOGNITION | OUR SUPPORTERS 2013-14 RE/COLONIZATIONS NORTH CAROLINA STATE UNIVERSITY Raleigh, N.C. kip.mountjoy@beta.org
OHIO STATE UNIVERSITY Columbus, Ohio brock.griffin@beta.org
PURDUE UNIVERSITY Lafayette, Ind. jack.ja jewski@beta.org
UC DAVIS Davis, Calif. jonathan.gillie@beta.org
WILLAMETTE UNIVERSITY Salem, Ore. jeff.betz@beta.org
“We have a distinct and definite obligation to cherish, to add to, and to transmit the legacy of Beta Theta Pi to those who are to follow.” — Francis W. Shepardson, Denison 1882 2014 Annual Report
31 | 68
BLF & DONOR RECOGNITION | OUR SUPPORTERS
DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+ () Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
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2014 Annual Report
BLF & DONOR RECOGNITION | OUR SUPPORTERS
W
hen we arrived at Keystone, our E-Board had an idea of what we wanted to do, but not exactly the knowledge on how to make our ideas a reality. Keystone helped answer our questions and gave us important tools and skills. By the time we returned to campus we had both a vision and a clear plan, and I’d like to think we made Wooglin proud this year. — Rodrigo Villegas, Quinnipiac ’15
Rodrigo Villegas (third from right) with the Quinnipiac colony executive board at Keystone.
2014 Annual Report
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BLF & DONOR RECOGNITION | OUR SUPPORTERS DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+ () Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
Undergraduates on stage during the “Fill in the Seats” post-Model Initiation reflection session at the 175th Anniversary on August 8, 2014
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2014 Annual Report
BLF & DONOR RECOGNITION | OUR SUPPORTERS
T
he Presidents Academy reminded me that not all decisions are easy and some of them come at a cost. Just do what is right, and the rest will follow. — Nate Wong, Minnesota ’15
Nate Wong (second from left) with other brothers of the Beta Pi Chapter at the University of Minnesota.
2014 Annual Report
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BLF & DONOR RECOGNITION | OUR SUPPORTERS
DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+ () Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
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2014 Annual Report
BLF & DONOR RECOGNITION | OUR SUPPORTERS
I
support the Beta Leadership Fund because I believe in the transformative powers of Beta Theta Pi. A sure-fire way to improve my own chapter is to help send young men to the Wooden Institute in Oxford and support these young leaders when they return to campus. I’m certain our chapter’s success has a lot to do with our participation in the Wooden Institute and other leadership programs offered by the Beta Foundation. — Scott Nadeau, Central Michigan ’89 Brother Nadeau (second from right) and other Central Michigan Betas.
2014 Annual Report
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BLF & DONOR RECOGNITION | OUR SUPPORTERS
DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+ () Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
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2014 Annual Report
BLF & DONOR RECOGNITION | OUR SUPPORTERS
A
s an Eagle Scout, when considering whether or not to join a fraternity, I definitely wanted to be prepared. After seeing what many fraternities had to offer, I was confident in my decision to pledge Beta at Kansas State. The chapter had its priorities straight and held to a high standard. We worked hard, accomplished many things and had a great time together. I give back to Beta to ensure the legacy of Men of Principle remains strong at my alma mater. — Bill Copher, Kansas State ’81
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BLF & DONOR RECOGNITION | OUR SUPPORTERS DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+
FIRST-TIME DONORS TO THE BLF | FY10 - FY14 1,293
1,478
1,484
1,522
1,582
1,326
1,863
() Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give
993
1,107
consecutively for multiple years.
1,234
5 Years 10 Years 15 Years 20 Years
169 131 2010 UNDERGRADUATES 40 | 68
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170
255
201 2011
124 2012 ALUMNI
25 Years
187 101 2013
115 141 2014 FRIENDS OF BETA
BLF & DONOR RECOGNITION | OUR SUPPORTERS
CONGRATULATIONS TO BETA’S NEWLY RE/CHARTERED CHAPTERS CENTRE COLLEGE
UNIVERSITY OF DENVER
Epsilon Chapter Danville, Ky.
Alpha Zeta Chapter Denver, Colo.
CHAPMAN UNIVERSITY
MICHIGAN STATE UNIVERSITY
Eta Theta Chapter Orange, Calif.
Gamma Psi Chapter East Lansing, Mich.
COLLEGE OF CHARLESTON
UNIVERSITY OF THE PACIFIC
Eta Lambda Chapter Charleston, S.C.
Eta Kappa Chapter Stockton, Calif.
CREIGHTON UNIVERSITY
TEXAS CHRISTIAN UNIVERSITY
Eta Iota Chapter Omaha, Neb.
Eta Eta Chapter Fort Worth, Texas
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BLF & DONOR RECOGNITION | OUR SUPPORTERS DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+ () Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
Betas participating in the Loving Cup Ceremony at the 175th Anniversary and General Convention.
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I
support the Beta Leadership Fund because I have attended all of the Fraternity’s leadership programs in my four years in college, and I have had the pleasure of meeting Betas and Friends of Beta from all across the world. These experiences have allowed me to network with others, explore next steps in my life, grow my career and shape my development as a leader. If it were not for all of these opportunities, I would not be the same person I am today. I will forever be a supporter of the BLF! — James Silay, Case Western Reserve ’14
Brother Silay (second from right) with other Case Western Reserve Betas and advisors.
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BLF & DONOR RECOGNITION | OUR SUPPORTERS
DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+ () Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
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I
The Fernandez Family
t is my honor to have the opportunity to give to an organization that walks the walk and can make tough decisions to do the right thing. The right decisions are not always the most popular, but everyone engaged can easily see and learn from these types of situations. Standing up for what is right will make it a bit easier when brothers are presented with their own next tough decision. — Gene Fernandez, General Fraternity ’07, Father of Phil Fernandez, Miami ’06,
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BLF & DONOR RECOGNITION | OUR SUPPORTERS
DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+ () Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
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T
his past year I was able to see two Betas that I advised at Northeastern University serve as leadership consultants for the Fraternity. It was remarkable to see their growth over a short period of time, and these two men truly believe in the Fraternity and have made Beta’s values a part of their daily lives. They are living examples of the phrase “lifelong commitment,” and I’m humbled by their willingness to give back to an organization which has positively impacted their lives. — Catherine Sohor, Friend of Beta Catherine Sohor (left) with Friends of Beta Susanna McGlone and Christina Witkowicki.
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BLF & DONOR RECOGNITION | OUR SUPPORTERS DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+ () Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
Brothers of the Tau Sigma Chapter at Iowa State University on Founder’s Day at the 175th Anniversary and General Convention.
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BLF & DONOR RECOGNITION | OUR SUPPORTERS
DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+ () Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
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eing a Beta has meant a lot to me, and I was transformed from a boy into a man in my college days at Idaho thanks in large part to the Fraternity. I support the Beta Leadership Fund because the Men of Principle ideals are helping young men develop their intellect and use their intellect effectively in life. — Carl Rana, Idaho ’75
Brother Rana (second from right) with other Gamma Gamma Betas from the University of Idaho.
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BLF & DONOR RECOGNITION | OUR SUPPORTERS
DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+ () Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
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eta Theta Pi has been very helpful for my son, Matt, for it has given him a college home full of focused, talented friends. My son will surely be a long-term Beta supporter, and for years I have put my time and treasure into programs that effectively help high school students be prepared to navigate the college years. Good luck to all of us who invest in programs that are developing young men. The result is spoken of in the Greek proverb, “Societies grow great when old men (& old women) plant trees in whose shade they know they will never sit.” — David Porter, Father of Matthew Porter, Case Western Reserve ’14
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BLF & DONOR RECOGNITION | OUR SUPPORTERS DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+ Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500 John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100
SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+ () Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000 CONSECUTIVE YEARS GIVING Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years
Dr. Ferdinand Del Pizzo Jr., Washington in St. Louis ’58, talking with young Betas at the 175th Anniversary and General Convention.
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BLF & DONOR RECOGNITION | OUR SUPPORTERS “This Fraternity has a higher mission than the mere passing of an idle hour, the mere congregation of young men for social enjoyment; because it is in that formative period of life at college that we first drink in those principles which are most apt to last and endure.” — James L. Gordon, William & Mary 1877
The new 65-man fall 2014 pledge class from our Beta colony at the University of Arkansas.
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BLF & DONOR RECOGNITION | OUR SUPPORTERS
Beta Brothers at the 175th Anniversary and General Convention.
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FRIENDS OF BE TA AND PARENTS | OUR SUPPORTERS
FRIENDS OF BETA AND PARENTS Thanks to the leadership of Honorary Friend of Beta Chair Catherine Sohor and Honorary Parent Chairs Tom and Georgia Burton, a total of $62,980 was contributed by 226 Friend of Beta donors in fiscal year 2014. We are honored to recognize all parents, family members, widows, matching gift companies and other Friends of Beta who provide generous gifts that make our high-quality leadership programs possible.
Mark & Bonnie Alberson Patrick Alderdice Lorraine C. Alleman Gregory & Janine Amoroso Craig & Clare Angell Harlan & Amy Asmus Andrew Aubery Sabrina Aubery Craig Auringer Jeffrey Bass Dan & Fran Becque Adele Ben’Ary Karen Ben’Ary Tim Bernard Emily Bigley Mike Blower Todd Boever Paul Bolinger Bret & Karen Bonnstetter Ian Bourhill Alan Brackett Doris P. Branch Brian E. Breittholz Brennan Family Foundation Bright Funds Foundation Alvin Brown & Yolanda Ferrell Brown Bethany Brown Ernest A. Brown Kellene Brown Shaun Brown Allyson Brunetti Darren & Sandy Buddemeyer Tom & Georgia Burton Lana Cameron Terry & Karen Casey Michelle Castro Dan Cestare
Beta Sweethearts at the Beta Rose Rededication during the 175th Anniversary and General Convention.
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Kenneth & Nancy Chadderdon
FRIENDS OF BE TA AND PARENTS | OUR SUPPORTERS
Howard & Julie Chait
Brenezza Garcia
Sue Kraft Fussell
Patrick Moersen
Julius & Carolyn Riley
Howard Slepian
Robert & Patricia Charnas
GE Foundation
Leo & Lillian Lagasse
Spencer Montgomery
Ronald Rintala
Cameron Smith
US Bancorp Foundation Jessica Vazquez
Mohammad Chehreghani
Blaine Gerber & Elizabeth King
Clifford Lamb
Leni Moore
Walter Rios
Rachel Smith
Gabriel Villanueva
James & Lucinda Childress
William Larson
Morton Family Foundation
Robert & Carol Smith
Hendrik Vroege
Ronald & Helen Christian
Cassie Gerhardt
Robert & Linda Riter
Randy & Wendi Lauer
Michelle Nack
Catherine Sohor
Bo Wang
Chad & Brenda Cline
Phil Gitomer & Teresa Maone
Mikelle Robinson
Clyde Leach
Darcey Nance
Jeffrey Robison
M. Scott Weaver
Global Atlantic Financial Group
Jennifer Levering
Carolyn Nelson
Bridgette Rodgers
Soros Fund Charitable Foundation
Clifford & Nalda Levy
Richard Nelson
Rose Hills Foundation
Robert Stanton
Paul & Laura Wein
Lawrence Lindawan
Nestle Foundation
Joseph & Shannon Ross
Charles & Hilah Steenrod
Robert Weis Christina Wellhouser
Scot & Tammy Clover ConocoPhillips Company Brett & Jacqueline Cox Rick & Jo Cozby Kevin Crampton Michael & Barbara Dacey
Gary & Lisa Goodrich Jim & Peggy Gorham Dominic Greene Donald & Donna Griffith
Jack & Jeannie-Hsu Wei
Mark & Diane Neubecker
Rocky Rowe
Richard & Kelly Stoltz
Allen & Michele Lowe
Newman Foundation Inc.
Rick & Sandi Ruhmann
Becky & Bill Sullivan
Wells Fargo Foundation
Lubrizol Foundation
Nike
Sharon Ruiz
John Suryan
Irene Wierzbinski Willis North America, Inc.
Steve Longworth
Lumina Foundation
Jenna Noah
Carl & Shirley Rush
Jandi Swanson
Michael Manalo
Nor’Easter Foundation
Judy Sabath
Michael Tallent
Patricia Wiltsch
Peter R. Hanlon
Valerie Mann
Safeway, Inc.
Brad & Jennifer Tandy
Mandy Womack
Philip & Rosemary Harcourt
Chawket Mannai
Northwestern Mutual Foundation
Paul P. Tanico
Steve & Kristi Wong
Larry & Peggy Marlowe
Michael Notarfrancesco
Salesforce.com Foundation
Bruce & Deanna Tannahill
Margery Wood
Nancy C. Hardy
Rachel Westra Marsh
James & Gayle O’Book
Thermo Fisher Scientific
Yitao Yao
Daniel Hartmann
Andrea Martinez
Mark Paladino
Hector Salinas & Lena Abreu
Robert Tigner
Jerry & Teresa Yates
Timothy Hawkins
Frank & Kristie Martinez
Phillip Palmeri
Tony & Laura Tolin
Keith & Mary Claire Yoder
Dadi He
Sylvia Mattle
Johnnie Parmar
Hugh Sanderford Isabelle A. Sawyer
Janet Zand
Brian & Bilinda Matusek
Daniel & Mary Pascale
UBS Financial Services
Lang & Sara Zimmerman
Zeke Dumke
Hewlett-Packard Company
Thomas & Cynthia Schluter
Kathleen Tracy
M. Jeanne Maxwell
Shailendra & Pragna Patel
Sanjeev Udhnani
Cory Zucker
Ashley Dye
John Hirabayashi
Deb McClune
Nicholas & Elizabeth Paul
Gary & Toby Ehrlich
Deidre Hobbs
Bill & Marianne McComb
Jeffrey & Alison Payne
Douglas & Mary Elliott
Wesley McCormack
Sarah F. Penney
Janice Elliott
Martin Timothy & Sandra Holmstrom
Pennington & Company
Russell Schwartz & Dana Cioffi
Van H. Ellis
Byron Hughes
Kraig & Kara McGee
Pepsico Foundation
Terry & Gale Hunt
Christine McGill
Mark & Jennifer Sear
Seven & Sandra Emery
John & Nancy Peterson
Zoe S. Shade
Anne Emmerth & Mike Barta
Philip Ingram
John & Debby McGoff
Robert & Kristine Peterson
Marvin Shapanka
Dianne Esbrook
Noah Israel
Jeff & Debbie McNaul
Ted & Anne Phelps
Michael Shapanka
Fritz Felchlin
Young Hyun Jeong
Cyril & Susan Meredith
Norman & Lori Phipps
Mike & Kim Shea
Pete & Linda Derriell
Joseph & Lisa Johnson
Bernidene Merrill
Phoenix
Shell Oil Company
Mark B. & Louesa Runge Fine
Mark & Penny Johnson
Richard Metts Michael & Kimberly Meyer
Gerald & Cheryl Plush Ray & Lorraine Politano
Mr. & Mrs. Anthony Shelley
Ford Motor Company Compushare
Jeff & Camile Jordan
Cherie L. Michaud Microsoft Matching Gifts
Lori Prats
Sarah M. Shepherd
Andrea Martinez with Rob Gutierrez, Florida International ’11
Thomas & Rebecca Fox
Russ & Tina Sherlock
Susan Kay
Christopher Mills
Stephen Purcell
Robert & Bridgette Minicus
Jack & Catherine Ramage
Greg & Cinda Shumaker
James Misner
Fran Redmon
Donald & Trudy Sickles
T
Jane Mixer
Jeff & Jeanine Reynolds
Gwynne Simpson
Preston Rich
Joseph & Debra Skoniecki
Deborah Dagostino Dan & Michelle Phipps Mary Kay Davis Lawrence Deford Delta Gamma David & Sarah Dillahunty Michael Dilly DST Systems Inc. Mr. & Mrs. Lindsay A. Duff
Dave & Wendi Frederick Leigh Frye-Prystowsky James & Elizabeth Gamble
Talima & Brenda Gututala John & Melissa Haggerty
William Jolliffe John & Linda Jordan Karen Kellerman Eli Ker Kaitlin Kirk Edward Kirklin Joan Konstad
Kimberley Schmidt Sonia Schultz Thomas & Bernadette Schultz
Uno Restaurant Holdings LLC
he men of Beta Theta Pi continue to impress me on a daily basis with their kindness to others and their commitment to excellence. I’m honored to support your Fraternity because you have embraced me as a Friend of Beta and because the Betas at Florida International University continue to strive for positive change in the fraternal experience. —Andrea Martinez, Friend of Beta
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THIS IS MY
VOLUNTEERS AND STAFF | OUR LEADERSHIP
BETA STORY I
feel indebted to the Fraternity for the mutual assistance I received very early in my time in the chapter at Willamette University. Back in 1954, after my first semester grades came in, these three Beta Greats sat me down for a pep talk: G. Herbert Smith, DePauw ’27 - Former General Fraternity President, General Secretary, Willamette University President and original author of “Son of the Stars.” Mark Hatfield, Willamette ’43 – Governor of Oregon (1959-67), United States Senator from Oregon (1967-97) and number one on the Gamma Sigma rolls. Bob Packwood, Willamette ’54 – United States Senator from Oregon (1969-95).
These men took the time to sit down with me and explain that my 3.0 GPA was not going to be good enough if I expected to meet my declared goal of getting a scholarship to Stanford Law School. Their encouragement and advice helped guide me to making better decisions which changed the course of my life in a very positive way.
OUR LEADERSHIP “T h e B e ta Spi ri t s h ow n by t he se brothers is what m ot i v ate s m e to gi v e back to the Fraternity.”
The Beta Spirit shown by these brothers is what motivates me to give back to the Fraternity. The Beta Leadership Fund makes stories like mine possible on a much larger scale. Today it’s possible for young Betas, who may be as broke as I was back then, to attend leadership training conferences that instill the tools to live better lives and be better men of principle. I know I needed the support of my Fraternity back in 1954, and thankfully the BLF is a great way for all of us to make a difference today... one young Beta at a time. — Doug Houser, Willamette ’57 General Fraternity President Emeritus
FOUNDATION BOARD | OUR L EADERSHIP
T
he Beta Theta Pi Foundation is a 501(c)(3) public charity created in 1990 to attract and receive gifts to support l eadership and academic opportunities. The 16-member Board of Directors meets semi-annuall y with the Foundation staff and Fraternity Board of Trustees to develop, measure and execute strategies aimed at advancing the work of the Men of Principl e initiative.
VINCENT E. MIKOLAY, BETHANY ’00 SALT LAKE CITY, UTAH Managing Director of Business Outreach and International Trade, Governor’s Office of Economic Development, State of Utah; former Board of Trustees Vice President and Director of Leadership Development, Beta Theta Pi
CHRISTOPHER G. ALTHOFF, KANSAS STATE ’00 CHICAGO, ILL.
JOHN HERMAN, OREGON ’60 PORTLAND, ORE.
MARK A. MUHLHAUSER, WASHINGTON ’00 DEKALB, ILL.
Partner, Invoyent; former Business Analyst for Accenture; former Senior Consultant for Deloitte Consulting; former Management Consultant for Blue Cross Blue Shield; former regional chief for the West Great Lakes, Beta Theta Pi
Strategic Partner for Veber Partners; former owner and CEO of Duffel Sportwear and InSport Activewear; former partner at Danner Shoe Manufacturing; former CEO of Sperry Topsider Apparel; Trustee Chairman of Boys and Girls Clubs of Portland; President of Oregon Sports Authority; Oregon Historical Society Board
Associate Athletics Director and Development/Ma jor Gifts Officer for Northern Illinois University Athletics; former Director of Ma jor Gifts for the Nittany Lions Club at Penn State University; former development officer for the University of Washington; former District Chief of District XXXI, Beta Theta Pi
PETER W. C. BARNHART, MIAMI ’66 WORTHINGTON, OHIO
JOHN M. HILLHOUSE, MISSOURI ’69 CHESTERFIELD, MO.
JOHN M. MUTZ, NORTHWESTERN ’57 INDIANAPOLIS, IND.
Retired Senior Vice President for PNC Financial Services Group; retired United States Air Force Lieutenant Colonel and Ohio Air National Guard; President of the Alpha Chapter House Company; former Administrative Secretary and Board of Trustees Vice President, Beta Theta Pi
Owner of John M. Hillhouse CPA; Retired partner of PriceWaterhouseCoopers; former board member for USO of Missouri, St. Louis Community Foundation and Fair St. Louis; former Zeta Phi Chapter House Corporation Board and Chapter House Reconstruction Committee, Beta Theta Pi
ROBERT S. BEALL, OKLAHOMA ’79 COLLEYVILLE, TEXAS
CHAIRMAN S. WAYNE KAY, VIRGINIA TECH ’73 SAN DIEGO, CALIF.
CEO of Beall Investments, Inc.; Founder of Beall Industries; former Regional Vice President of U.S. Concrete of Houston; former Director of Flotek Industries; co-founder and former chairman of Peoples Bank of Colleyville; Board of Trustees of Spirit of Texas Bank
President & CEO, Wireless Diagnostic Systems; former CEO of s2a molecular, CardioNexus/ Panasonic Healthcare, Response Biomedical, Quidel Corp., Health Industry Distributors Association and SmithKline Diagnostics; National Trustee, Boys & Girls Clubs of America
Senior Vice President of Vining Sparks, IBG, a fixed-income broker/dealer; former analyst, Enron Corporation; former intern, U.S. Department of the Treasury; former District Chief of District XVIII, Beta Theta Pi
KENDALL R. BRYAN, MIT ’88 COUPEVILLE, WASH.
WILLIAM E. LOWRY JR., KENYON ’56 CHICAGO, ILL.
J. WILLIAM ROMERO JR., UNLV ’95 ALBUQUERQUE, N.M.
Vice President of Operations for Hexcel Corporation; former Supply Chain and Customer Service Director, Commercial Director and Marketing and Business Development Leader for The Dow Chemical Company
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
Director of Annual Giving, University of New Mexico Foundation; former associate at Dartmouth College and UNLV; Officer of local Knights of Columbus and That Many is You! program
ROBERT N. HEALY, MISSOURI ’64 HOUSTON, TEXAS
H. KENT MERGLER, CINCINNATI ’63 STUART, FLA.
TREASURER JOHN H. STEBBINS, EMORY ’92 SMYRNA, GA.
Retired ExxonMobil Research Advisor; chair Exxon Production Research Co. United Way Campaign; University of Missouri Planned Giving Advisory Committee and Dean’s Engineering Advisory Council; former co-chair University of Missouri College of Engineering Development Campaign
Chairman, Northstar Capital Management, Inc.; retired President of Stein, Roe & Farnham, Investment Counsel
Managing Director and CFO of RidgeWorth Capital Management, Inc.; former Audit Manager for SunTrust Banks, Inc.; former General Treasurer of Beta Theta Pi
Chair emeritus of Lumina Foundation for Education; former President of PSI Energy, President of Lilly Endowment, Inc., Chairman of Indianapolis Department of Waterworks, two-term lieutenant governor of Indiana, Indiana State Senator and Indiana State Representative
MATTHEW S. PAYNTER, FLORIDA ’00 CHARLOTTE, N.C.
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BETA THETA PI FOUNDATION
VOLUNTEERS AND STAFF | OUR LEADERSHIP
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.
CULTIVATION
SOLICITATION
STEWARDSHIP
ADMINISTRATION
(L-R: Cobb, King, Fernandez, Lednik, Brawner, Brant)
BETA FOUNDATION STAFF Jonathan J. Brant, Miami ’75 Foundation Director
L. Martin Cobb, Eastern Kentucky ’96
RECOGNITION
Jeffrey N. Newton, Miami ’77
David E. Schmidt, South Florida ’92 General Secretary
Edward J. O’Malley Jr., Kansas State ’97
Robert L. Schnese, Wisconsin ’83 General Fraternity President
Benjamin M. Swartz, Connecticut ’05
Lynn C. Maddox, Georgia Tech ’64 General Treasurer Scott J. Allen, Minnesota ’95 Theodore S. Haile, Georgia Tech ’75 Bradley W. Kiesling, Westminster ’01 Michael D. Kokkinen, Minnesota ’00
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ADMINISTRATIVE OFFICE STAFF Judson A. Horras, Iowa State ’97 Administrative Secretary Joseph E. Budde, Miami ’06 Director of Business Operations and Finance
Philip S. Fernandez, Miami ’06 Director of Advancement
Laura L. Lednik
Ryan E. King, Southern Illinois ’01
2014 BEST STEWARDSHIP EFFORT
Director of Development
Presented by the North-American Interfraternity Conference Foundation
PROMISES TO KEEP CAMPAIGN CO-CHAIRMEN Thomas D. Cassady Cincinnati ’76
Michael R. Okenquist, Villanova ’94 Cary B. Wood, Purdue ’89
Director of Advancement
Director of Advancement and Communication/Editor Director of Advancement
FRATERNITY BOARD OF TRUSTEES
Matthew J. Brawner, Truman State ’07
Robert T. Grand Wabash ’78
PROMISES TO KEEP CAMPAIGN CABINET R. Ethan Braden, Willamette ’02
Vincent E. Mikolay, Bethany ’00
Michael G. Feinstein, MIT ’82
P. Thomas Purinton, Kansas State ’63
Jeffrey P. Greiner, SMU ’80
Robert J. Schaupp, Lawrence ’51
Douglas G. Houser, Willamette ’57
John H. Stebbins, Emory ’92
S. Wayne Kay, Virginia Tech ’73
David W. Wright, Ohio State ’67
Jeffrey Lieberman, Pennsylvania ’96
VOLUNTEER AMBASSADORS | OUR LEADERSHIP
T
he Beta Theta Pi Foundation is grateful for the volunteers who serve as advocates for the Beta Leadership Fund. Our Honorary Friend of Beta Chair, 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.
SONS OF THE DRAGON CLUB GIVING COUNCIL Daniel Anderson, Cornell ’15 Garrett Bogar, Washington State ’15 Jordan Daubenspeck, Colorado Mines ’16 Zack Fahey, Southern Illinois ’15 Nick Foggia, Kettering B ’15 Chase Furr, North Carolina ’15 Jack Kalanik, Illinois ’16 Jackson Lisle, Oklahoma ’15 Chris Long, UCLA ’14 Joe McGarvey, Carleton ’16 Luis Molina, Baylor ’15 Andrew Naab, Cincinnati ’15 Tushar Narayan, WPI ’15 Harrison Smith, Auburn ’15 Joel Smith, Idaho ’15 Freddy Vega, UC Irvine ’15 Zack Waldman, Charleston ’15 Nathan Wong, Minnesota ’15 Matt Zahn, George Washington ’15 Frankie Zirille, Indiana ’16
2013-14 HONORARY FRIEND OF BETA CHAIR Catherine Sohor, Director of Fraternity Advancement for Theta Xi Fraternity and member of Theta Phi Alpha Fraternity
BETA FOUNDATION AMBASSADORS Nicholas J. Bastoni, SMU ’13 Jerry M. Blesch, Centre ’60 Andrew Broenen, Cornell ’13 Richard M. Caras, GMI-EMI ’78 Steven Cruz, Florida International ’12 Peter Darrow, Miami (Fla.) ’09 Joshua P. Fairchild, Oklahoma State ’05 Scott C. Fessenden, Miami ’74 Jeffrey M. Flanagan, Rhode Island ’93 MacGregor H. Hill, William & Mary ’04 Garrett H. Hyer, Central Florida ’08 B. Kyle Kerrigan, DePauw ’12 Martin Lewison, Columbia ’88 Daniel E. Martin, Lawrence ’07 Samuel P. Murphey, Truman State ’06 Ryan J. O’Donnell, Wichita State ’98 Don S. Pearce, SMU ’65 Michael E. Reardon, Emory ’11 Richard A. Sabol, Ohio ’77 JB Scherpelz, Miami ’05 Kyle E. Shaner, Eastern Kentucky ’11 Drew Thornsberry, Wisconsin-Oshkosh ’08 M. Scott Weaver, Beta Parent Brian Webber, Loyola Marymount ’09 Todd Wells, General Fraternity Rolls
2013-14 HONORARY PARENT CHAIRS Tom and Georgia Burton with their two Beta sons Harrison (Minnesota ’14) and Charlie (Minnesota ’17)
B
eta has made a huge difference in my life just in the seven or so months of being an active member. It brings me great pleasure to be able to give back to this great Fraternity, even if it is just in the form of a small donation. — Vincent Fu, Utah ’17
CURIOUS ABOUT SERVING AS A FOUNDATION AMBASSADOR? Each year the Beta Foundation is in need of passionate alumni, undergraduates and Friends of Beta willing to engage others in conversation about the impact of the Beta Leadership Fund. If you are interested in joining a team focused on making a difference for Beta’s undergraduates, contact Director of Advancement Ryan King, Southern Illinois ’01, at ryan.king@beta.org.
2014 Annual Report
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WAYS TO GIVE | OUR GUIDE TO GIVING
THIS IS MY
BETA STORY A
fter completing my freshman year at Stanford University, I had to move east and transferred to the University of Columbia in September of 1949. This proved to be too late to secure a spot in a campus dormitory, so I had to live in a hotel. As a Jewish transfer student, I quickly learned that the Betas at Columbia were the only non-Jewish fraternity on campus that was truly welcoming to me. So, I decided to pledge Beta and was initiated in the spring of my sophomore year. The Beta house became my home for the next two years, and I went on to be elected President of the Alpha Alpha Chapter. I am forever grateful for Beta Theta Pi. I’ve gained outstanding friendships and life lessons that are still with me today. Our Fraternity inspires integrity, industry and responsibility, and our mission inspires the individual to become the best he can be. This is why I’m proud to support the Beta Leadership Fund, as it is enabling and driving that motivation. — Ambassador Eric M. Javits, Columbia ’52
OUR GUIDE TO GIVING “I am fore v e r grateful for B eta Theta Pi. I’v e gai ne d outstanding friendships a nd l i fe l e s s ons t h at are still with me today.”
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WAYS TO GIVE | OUR GUIDE TO GIVING
ONLINE
Giving with your credit card online at betat.org/gift is a quick and secure 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. The Beta Foundation accepts Visa, American Express, MasterCard and Discover.
ESTATE GIFTS/ BEQUESTS
The Beta 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.
CONTACT US
For more information or assistance, please contact a member of the Beta Theta Pi Foundation staff at 800.800.BETA.
THROUGH THE MAIL
You can mail a check or credit card gift to the Beta Theta Pi Foundation. The Foundation’s address is:
Beta Theta Pi Foundation P. O. Box 6277 Oxford, Ohio 45056
CORPORATE MATCHING GIFTS
Numerous companies match an employee’s personal donation to non-profit, tax exempt foundations. Visit beta.org for a list of companies affiliated with the Beta Foundation, or ask if your employer participates in a gift-matching program.
APPRECIATED STOCK/SECURITIES
Multiple benefits are realized when using appreciated stock as a means for giving. Our professional staff in Oxford can work with your financial advisor to ensure your stock gift maximizes charitable tax benefits, while also makes a direct impact on Beta’s undergraduates through our award-winning leadership programs.
ENDOWMENTS AND NAMED GIFT OPPORTUNITIES
You may establish a special named endowment fund or other gift naming opportunity to ensure your generosity makes an impact in perpetuity. A pledge of $10,000 or more is required to establish a named endowment fund, and the Beta Foundation can work with you to ensure your named gift meets your intentions.
G
iving to the Beta Leadership fund is the least I can do. Beta has given me resources and opportunities that will yield lifelong knowledge, including networking, safety instruction and leadership. Beta supports our quest for greatness and does not allow its name to be slandered by those who bear the name but not the values. I owe a special thank you to our Great and Good Fraternity!
— Jake Crouse, Furman ’16 THE BETA FOUNDATION’S TAX ID# IS: 80-0296934
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WAYS TO GIVE | OUR GUIDE TO GIVING
MAKE AN HONOR AND MEMORIAL GIFT Each year, donors make gifts to the Beta Foundation in honor or in memory of a Beta, family member or Friend of Beta. These gifts can be made online or in the mail using the tribute section of the giving form, and the Beta Foundation will contact each individual honored (or a surviving family member) to share the news of your generosity.
Offering a matching challenge gift to alumni, undergraduates, Beta chapters, parents and/or Friends of Beta is a creative and fun way to maximize the impact made by your charitable gifts. If you are interested in challenging others with a matching gift this year, contact a member of the Beta Foundation staff at 800.800.BETA (2382).
Mike Riesberry, Bishop’s ’96, finds his brick in the Beta Walkway. Anne and Wally Sampson Jr., DePauw ’58, exploring the Beta Walkway in Oxford
518
donors ma d e honor /me mo ria l gif ts to t h e B e ta Founda tio n in f is c al year 20 1 4 .
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OFFER A MATCHING CHALLENGE GIFT
PURCHASE A BRICK IN THE BETA WALKWAY More than 7,000 members of the Beta Family have secured their personalized brick in the Beta Walkway located on the beautiful grounds of the Administrative Office in Oxford, Ohio. Many visit Oxford and search for their brick and chapter section, and you can secure your own piece of history (or give a brick to another Beta or Friend of Beta) with a gift of $350 to the tBeta Leadership Fund. Bricks n e w b ric ks we re can be purchased online, over se c u re d in th e the phone or through the mail, B e ta Wa lkwa y in and more information on the Beta Walkway can be found online at fisc a l y e a r 20 1 4 . beta.org/brick.
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(L-R) Kenyon Betas Nick Gasbarro ’15, and Bryan Jasin ’10
MAKING A DIFFERENCE | OUR GUIDE TO GIVING
WHY GIVE TO THE BETA FOUNDATION? You r C h a p ter ’s 1 3+ offi cers and a d v i s or s n e e d tra i n i n g at Presidents
THE
DIRECT IMPACT OF YOUR GIVING
Aca de my and Ke ys to n e. 3,75 0 m e n will jo i n B eta this ye a r lo o k i n g for s ch o la rship and l e a der s h i p o p p or t unities. 4 2 5 B eta s will s e e k th e teachings of J o h n Wo o de n , P urd u e ’ 32, a t th e Wo o de n I n s t i t u te this year. 9 0 ce n t s of ever y d o lla r l as t
$1,500 JOHN REILY KNOX CLUB GIFT
=
$35 MONTHLY GIFT
$350 BRICK IN THE BETA WALKWAY
20 CHAPTERS RECIEVE ON-SITE COACHING VISITS
1 EXPERT FOB FACILITATES KEYSTONE
=
=
1 GFO ATTENDS THE LEADERSHIP SUMMIT
8 EXECUTIVE OFFICERS TRAINED AT KEYSTONE
$10,000 STOCK OR IRA GIFT
=
ye a r we n t d i re ct l y to Men of P r i n ci pl e p ro g ra m i n g .
11 4 un a ffili a te d m e n will receive M e n of P r i n ci pl e S ch o larships and co n s i der B eta m e mbeship.
375 + B eta s Will A p pl y for a Tu i t i o n - B a s e d M er i t S chol arship.
“With the principles expressed in our ritual, our Fraternity holds in the palm of its hand the opportunity to help build men of integrity, responsibility and capability.”
$25,000 NAMED FUND
=
2 CHAPTERS RECEIVE MEN OF PRINCIPLE SCHOLARSHIPS FOREVER
ONE CHAPTER’S 100% SONS OF THE DRAGON CLUB MEMBERSHIP
=
3 BETAS SPONSORED TO THE GREINER LEADERSHIP COLLEGE
$500 CORPORATE MATCHING GIFT
= 1 BETA RECEIVES
INTERFRATERNAL LEADERSHIP TRAINING AT UIFI
— Sherwood M. Booney, Dickinson ’31 2014 2014 Annual Annual Report Report
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OUR
Beta Theta Pi Foundation Brennan Hall PO Box 6277 5134 Bonham Road Oxford, Ohio 45056
BETA STORY
CONTINUES . . . F Y 1 5 ME N O F P R I N C I P L E NE E D S : • 1 , 9 0 0 + u n d e r g r a d u a te l e a d e r s h i p program sponsorships • 3 0 0 + c h a p te r c o a c h i n g v i s i t s • 1 1 4 M e n of P r i n c i pl e S c h o l a r s h i p s f o r re c r u i t m e n t • 75+ tuition-based Merit Scholarships • 350+ advisors and Genera l F r a te r n i t y O f f i c e r s tr a i n e d
Developing Men of Principle for a Principled Life “No individual who has been found worthy to wear the badge and bear the name of Beta Theta Pi has ever been aught but a better undergraduate, a better alumnus, a better citizen, a better son and a better father for his having lived under the three stars.” — George M. Chandler, Michigan 1898
WWW.BETA.ORG/GIFT 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!
Change Service Requested
Beta Leadership Fund