2024 Beta Theta Pi Foundation Annual Report

Page 1


to hear from the Beta Foundation’s chief officer, Phil Fernandez, Miami ’06.

FOUNDATION PURPOSE

To advance the educational mission and goals of Beta Theta Pi toward the vision of the Fraternity.

FOUNDATION RESPONSIBILITIES

Cultivate lifelong friendships; solicit Betas and friends; provide gift stewardship; fund leadership and educational grants; empower Foundation volunteers; oversee investment strategies; recognize Betas, parents and Friends of Beta.

Dear Brothers and Friends,

Reflecting on my own Beta journey, I fondly remember 1969, when I accepted my bid. We dined at the Beta house every night except Sundays, and at least once a week we learned and sang Beta songs. It wasn’t always easy to perfect the harmonies, but through the process we learned more than just the music — we built bonds that have lasted a lifetime.

When the evening would end, our new member class would walk back to the dorms, often singing “Marching Along” at the top of our lungs, full of pride and unity. It’s the same pride I feel 55 years later as I think about our work as a Foundation and its impact on Beta’s future. Those evenings are a reminder of the power of brotherhood, and they still inspire me today as we march into the future, united in our commitment to Beta Theta Pi.

As we reflect on this past year, I am filled with immense gratitude for the generous and steadfast support of our Beta family. Your philanthropy has led us to new heights, including achieving one of our largest grants in history — an accomplishment that will have a lasting impact on the future of our beloved Fraternity. These milestones, as detailed within this report, are not only shaping the lives of our brothers today but are also paving the way for the future.

Speaking of our future, at the recent 185th General Convention we took an even greater step forward with the launch of the Build the Bridge Campaign.

As you’ll read on page 23, this is more than just a campaign. It’s a call for all of us to unite in building a stronger and more affordable Beta experience for generations to come.

On behalf of the entire Foundation Board, thank you again for your incredible support! As you turn the pages, I encourage you to take a moment for your own reflection and appreciate the profound impact you’ve made as a donor. Together, we are advancing the mission, developing young men and ultimately changing the world. I couldn’t be more excited for what lies ahead.

Yours in kai ,

Cover Photo: Betas marching along at the 185th General Convention in Oxford, Ohio.

BY THE NUMBERS

FOUNDATION STAFF

Phil Fernandez, Miami ’06; Chief Foundation Officer

Travis Robinson; Dir. of Annual Giving

Laura Lednik; Dir. of Development

Aaron Selby, Wabash ’06; Dir. of Advancement

Jeff Newton, Miami ’77; Dir. of Advancement

Zane Brown-Carlson, Knox ’16; Dir. of Advancement

Jackson Chambers, Utah ’12; Dir. of Advancement

$5,018,577

Total Contributions to the Beta Theta Pi Foundation in FY24

$ 4,941,205 Total Dollars Granted SUPPORTING FRATERNITY INITIATIVES INCLUDING . . . FY24 FY23

Leadership Programs

Student Scholarships

$1,141,355 $939,234

$258,017 $371,107

DEA Grants (Chapter Housing Grants) $3,232,403 $2,272,104

Beta Brotherhood Assessment

Son of the Stars Member Orientation

Online Officer and Volunteer Training

Membership Growth

Health & Safety/Inclusive Brotherhood

$211,229 $178,646

$4,097 $27,270

$59,636 $55,269

$31,797 $26,315

$2,671 $24,385

$4,941,205 $3,894,330

4,259 Beta Leadership Fund donors in FY24

$306 average BLF gift

FOUNDATION LEADERSHIP

FOUNDATION BOARD

Foundation Chairman Rick Banks, Cornell ’72

Vice Chairman

Stavan Bhatt, Louisville ’98

Treasurer

Randy Groves, Kansas State ’78

Secretary Tom Reeves, Eastern Kentucky ’99

$1,302,732 RAISED

$1.25 million goal in FY24

89 ¢* of every dollar spent goes directly to Beta programs and services**

*10–year average **Nonprofit benchmark is 65¢

Mike Bickford, Oklahoma ’80

Art Carmichael, Oregon ’62

Karl Chiao, Texas A&M ’90

Peter Darrow, Miami (Fla.) ’09

Jeff Flanagan, Rhode Island ’93

Mike Gibbons, Kenyon ’74

Scott Grotjan, South Dakota ’92

Zac Haines, Miami ’05

Kent Mire, TCU ’07

Marty Obst, Southern Illinois ’03

Fred Pierce IV, San Diego State ’84

Tom Olver, Central Michigan ’98

Rick Sabol, Ohio ’77

John Torget, Cornell ’93

Bruce Wenger, Lawrence ’89

COLLEGIATE COMMISSIONERS

C.J. Fovozzo, John Carroll ’23

Phillip Miavelstück, George Mason ’25

Virgina Tech Betas gather in front the Beta Campanile in Oxford, Ohio.

HAPPIER HE WHO JOINS HIS BROTHERS’

SINGING A BETA LAY!

1 DAY. 8 HOURS. 39 MINUTES.

The Giving Day Challenge (GDC), now in its fifth year, is a friendly fundraising competition between chapters. It is an opportunity for brothers and friends to celebrate Beta Theta Pi’s impact on its members and bolster pride in our Great and Good Fraternity through an unrestricted gift to the Beta Leadership Fund.

KEN BRYAN MIT ’88 GDC Ambassador

“Being a Giving Day Challenge Ambassador, this is a chance for me to help give back to Beta for all the friendships, growth and support I have received these last 40 years. With a little preparation, it doesn’t take much time and can make a big difference on Giving Day. I encourage Betas to step up and rally their chapters in the spirit of friendly competition!”

AMBASSADOR LEADERS | DONORS

Ken Bryan, MIT ’88 61 Bob Mackenzie, Bethany ’77 52

Robert Beall, Oklahoma ’80 32

AMBASSADOR LEADERS | DOLLARS

Ken Bryan, MIT ’88 $14,481

Bob Mackenzie, Bethany ’77 $7,726

Rick Sabol, Ohio ’77 $6,225

For information on becoming an ambassador, please visit beta.org/ambassadors.

GIVING DAY CHALLENGE

raised

$518,950 for the BLF in 2024

$136,720 raised by 110 ambassadors

2,789 GDC donors

BETA THETA PI(E) DAY Social media followers voted to decide which Administrative Office staffers would receive a pie to the face.

Top: Anne Emmerth, Chi Omega Chief Strategy Officer

Left: Jeff Rundle, Kansas State ’03 Chief Executive Officer

WITH FEWER

THANKS TO ALL WHO PARTICIPATED!

For more information and a complete list of donors, visit beta.org/givingdaychallenge.

PI(E) DAY

Scan the QR code or visit beta.org/ pie-day to view the video.

BETA THETA PI GIVING DAY CHALLENGE

ALONG MARCHING

ANNUAL SUPPORTERS

The following list contains all alumni, parent and Friend of Beta donors (grouped alphabetically by school) who made gifts to the Beta Foundation between June 1, 2023 and May 31, 2024.

Lifetime giving societies, total years giving and Auto-Kai Club members are highlighted using various symbols and colors defined in the legend.

All collegiate donors can be found at beta.org/dragons.

Tom Lipton, Western Reserve ’63, and Kole Karwoski, San Diego ’25, at the 185th General Convention.

DONOR LEGEND

JUNE 1, 2023– MAY 31, 2024

Auto-Kai donors shown in BLUE

LIFETIME GIVING SOCIETIES

Alyson Gilson

Isla Gilson

Judd Gilson

Beatrice Graham

David Graham

Doig Grant

Emily Gray

April Greer

Donald Greer

Patricia Greer

Tina Greer

Dominic Greene% 

Jen Grossman Leopard

Devin Hall

Paige Harles

Taylor Harris

Paige Hatton

Logan Hayes

Linda Hawley

Tavianna Hickman

Steve Hilbert

Claire Holba

Greg Hollen

Shane Holley

Jeff Holzbeierlein

Drew Hopson

Pete Hoof

Amy Huggins

Lynn Huynh% 

Timon Jandora

Dave and Mary Jo Daniels

Alex Johnston

Nicki Joiner

Jaylyn Jones

Seth Jones

Cindy Kane

John Keely

Kristen Kardas 

Ben Kevin

Allison Kilfoy

Dana King

David Konicov

Janice Kovac

Mary Kuckelman

Michael Kutchey

Barrett Lane 

Nathan Laudan 

Anton Ledesma

Kara Ledesma

Lulu Lednik% 

Ann Leech-Bates 

Nicole Lepperd 

Tom Lepperd 

Billy Lesnak

Elana Levy

Katie Lockhart

Laurie Lockhart

Mark Lockhart

BETA CHAIR

Rebecca Lockhart

Sarah Lockhart

William Losiewicz

Morgan MacDonald

Anna Madding

Sam Madding

Kim Madrid

Amara Maier

Brenda Maier

Amy Malek

Maria Mandel

William Magnus

Larissa Marple

Gerald Marple

Danielle Mason

Sally Mayer-Swift

Warren Mattox 

Kaylee McAllister-Knutson

Bruce McClain

Abby McCollom

Lisa McCullough

Dan McGurn

Cecilia McHale

Penelope McHale

Susan McHale

Denise McNaughton 

Sue McPhee

Ena Meyers

Matt Mims

Javon Miller

Lorie Miller 

Tim Moffitt

Daniel Moore

Kate Morales

Marc Mores

Kristin Morgan

Roger Moses

Alison Myers

Megan Nachtwey

Lara Nester

Karl Neuman

Abigail Norman

Karlee Nuttleman

James O’Connell

Stuti Obryan

Emily Olson

Glenn O’Nan

Kristie O’Nan

Nick O’Neal

Ben Ostroff

Jane Pallokat 

Akul Pappajohn

Christina Parle

Desiree Paulhamus Jackson

Lindsay Pavel

McKenzie Pendry

Jane Pfaff

Les Pierce

Candice Powell

Mikah Pransky

Ronda Purdin

Maggie Rauschuber

Darius Redmond

Dakota Reece

Samantha Reineke

Michael and Elaine Reolfi

Shannon Rickett

James Roach

Melissa Rocco 

Kristen Robinson

Stephanie Rodriguez

Todd Rotgers

Caitlin Rulli

Erica Rundle 

Gabriel Rundle

Carrie Rush

Garrett Salger

Jackson Salger

Katie Sampalis

Michael Sampson

Jess Schauble 

Kelly Schiess

Diane Schindler

Steve Schmitt

Marlene Schneider

Abigail Seeber

Lisa Segura

Jamie Selby

Karen Selby

Stephen Selby

Beau Seuntjens

Katie Seuntjens

Mae Seuntjens

Morgan Sexton

Veronica Seymour 

Lily Shepherd

Kathryn Shipp

Stu and Linda Shoaff

Salky Simpkins

Nywana Sizemore

CJ Smith

Tom and Kim Snider

Jill Socorro

Christy Spaulding

Elizabeth Spears

Kathryn Spears

Mindy Spears

Stu Spears

Ash Spoto

Derek Standarowski

Jessica Stevens

Sharon Stills

Pamela Strang

Lisa Sunderhaus

Sondra Swartz

Reymundo Tavares

Andrew Thatcher

Evan Thompson

Keri Thurner

Kristin Torrey

Paige Townley

Tom Townley

Roni Townley

Cassidy Troup

Deborah Vance

Lisa Vance

Cristina Vega

Tracy Vela

Sean Wagner

Tyler Wash

Cannen Warren

Taylor Warren

Nickala Wasson

Connie Wavrunek

Julie Wavrunek

Erin Wendover

Rachel Westra% 

Ava White

Gail Whitelaw

Christian Wiggins

Tim Wilkinson

Rorik Williams

Ayana Wilson

Mike and Rohini Winters

Phil Wisseman

Suzy Wittlich

Elizabeth Wojcik

Emily Wolfzorn

Salamilid Wontfit

Kyle Yarawsky

Erin Young

Reagan Zimmerman

Valerie Zhuravel

Thea Zunick 

Nan Zupancic

Elizabeth Zuppann

HONORARY PARENT CHAIRS

Bill Gaskill, Utah ’92, son Sam Gaskill, Utah ’24, Savannah Gaskill (daughter) and Jennifer Gaskill (mom).

Lauren Stills, Alpha Phi

STRONG in THE MIGHT of OUR BOND FRATERNAL, FRIEND of THE RIGHT and THE FOE of THE WRONG!

25TH ANNIVERSARY

The John and Nellie Wooden Institute for Men of Principle allows Betas to interact with brothers from across North America. There, participants explore the Ritual, engage in leadership activities, learn about Beta’s history and reflect on its heritage. Most importantly, they build connections with fellow brothers in the Fraternity’s birthplace of Oxford, Ohio. 2024 is a special milestone year for the Wooden Institute as we celebrate 25 years of the program!

25TH ANNIVERSARY

JUSTIN FOSTER

West Chester ’11

“The experience at the Wooden Institute came to me at an interesting time in my Beta Journey. It reinvigorated me and re-lit my purpose toward the organization.

The magic of ‘Wooden’ lies in its uniqueness, fueled by selfless facilitators and engaged students. It fosters an environment of trust, rooted in shared experiences. The time and money invested in this program yield profound returns, shaping men into better leaders, fathers, professionals and citizens.

‘Wooden’ addresses an aspect that other Beta programs on officer training and chapter operations do not. This experience tangibly brings our mission to life and fosters the development of principles for a principled life.”

5,832 WOODEN GRADUATES over 25 years

Scan the QR code or visit beta.org/wooden25 to celebrate 25 years of the awardwinning Wooden Institute.

BETA BROTHERHOOD ASSESSMENT

In 2023’s assessment, Beta saw a significant increase in member satisfaction compared to the year prior. Looking specifically at the net promoter score, Beta is one of only four fraternities to achieve a score above 50. This is the largest yearto-year increase and the highest net promoter scores Beta Theta Pi has seen since the assessment began in 2018.

This means our members are satisfied with their membership experience more than ever. Beta is in the top quartile for member satisfaction, outpacing 8 of 11 peer fraternities measured.

Average grant per chapter of $35,548 up from $28,016 in 2023 – a 27% increase.

JOHN REILY KNOX MEMORIAL SCHOLARSHIP

Arman Kian, Johns Hopkins ’26

SAMUEL TAYLOR MARSHALL MEMORIAL SCHOLARSHIP

Zane David Brown-Carlson, Knox ’16

DAVID LINTON MEMORIAL SCHOLARSHIP

Yashas Mallikarjun, Johns Hopkins ’26

JAMES GEORGE SMITH MEMORIAL SCHOLARSHIP

David C. Buskirk, Oklahoma State ’24

Men of Principle Scholarships totaled $71,154 to 118 collegians

BETA VOLUNTEER ASSESSMENT

The Beta Volunteer Assessment (BVA) aims to enhance the Beta advising experience and establish benchmarks for volunteer engagement . Its findings offer valuable insights into advisor training, relationships with chapter officers and staff, and overall satisfaction and growth.

These results inform the development of educational programs and resources, fostering knowledge, skills and coaching that promote a safe and caring brotherhood rooted in Beta’s core values and strategic priorities.

SON OF THE STARS

The Son of the Stars (SOTS) New Member Orientation Program has significantly expanded since its launch in 2018, successfully welcoming new members into Beta Theta Pi. Recent data shows that over 96% of participants formed meaningful relationships within their new member classes. For fall 2024, 87 chapters will implement SOTS — a 23-chapter increase from last year and the highest participation since its inception.

2023-24 POST INITIATION SURVEY RESULTS

RELATIONSHIPS: 96.8% felt they built meaningful connections with brothers.

APPRECIATION: 97.8% felt valued for who they are.

FUN: 96.2% described their experience as enjoyable.

FULFILLMENT: 96.2% found their experience fulfilling.

PERSONAL GROWTH: 92.5% felt they grew personally.

SAFETY: 97.3% felt safe and comfortable in all activities.

CAMPUS INVOLVEMENT: 96.8% were encouraged to participate in other campus activities.

FOUNDERS SCHOLARSHIPS

Each of the Founders Memorial Scholarship recipients received $2,500, endowed by an estate gift from Robert C. Lafferty, Ohio Wesleyan 1928. The full list of Beta scholarship winners is available at beta.org/scholarships .

ARMAN KIAN, JOHNS HOPKINS ’26:

CHARLES HENRY HARDIN MEMORIAL SCHOLARSHIP

Brody W. Elliott, Baylor ’23

JOHN HOLT DUNCAN MEMORIAL SCHOLARSHIP

Berk C. Balkir, Cornell ’25

MICHAEL CLARKSON RYAN MEMORIAL SCHOLARSHIP

Keith V. Allen, Nebraska at Omaha ’25

THOMAS BOSTON GORDON MEMORIAL SCHOLARSHIP

Ali Motamedi, George Mason ’26

“When I went to my first Convention as my chapter’s VP of Recruitment, it was incredible to witness nearly a thousand Betas in unison singing “Marching Along.” It was an eye-opening moment for me to see brothers from various chapters connected by one song. This experience served as a reminder that, regardless of challenges or disagreements, we are all Betas bonded by a lifelong commitment.”

FOLLOWING PATHS OLD WOOGLIN BLAZED FOR US

JOHN REILY KNOX CLUB

The John Reily Knox Club represents the pinnacle of philanthropic leadership and a special group of donors within Beta Theta Pi. The Foundation extends heartfelt thanks to the 352 donors who joined the JRK Club in 2023-2024, with 196 of them securing their membership through gifts to the Beta Leadership Fund. By contributing $1,839 or more annually — or $500 or more for Betas within 10 years of graduation — these leaders account for over half of the total raised for the BLF, fueling the growth and success of the Fraternity’s leadership programs and other strategic initiatives like the Beta Brotherhood Assessment. Their collective generosity strengthens Beta’s mission, empowering young men to lead with integrity and ensuring a lasting legacy of brotherhood and principled living.

$735,234

Raised for the BLF by JRK members

14.6% GROWTH in JRK Club membership via the BLF compared to the previous year

Beta brothers marching the path from the Beta Campanile toward Harrison Hall in Oxford, Ohio.

Total JRK Club membership includes gifts to all funds.

JRK Club gifts benefiting the BLF is now at an all-time high.

JRK Club Membership Breakdown

SONS of the DRAGON CLUB

LANDON ROBINSON, Arkansas ’25

Why are you and your chapter brothers inspired to support the Beta Leadership Fund?

One of Beta Theta Pi’s core values is mutual assistance. There’s no better way to provide that assistance than by supporting an organization that has poured so much time and devotion into its members to further their leadership talents.

PHILLIP MIAVELSTÜCK, George Mason ’25

How has the Beta Leadership Fund impacted your members this last year? How do you and your chapter talk about giving with your members?

The Beta Leadership Fund has supported our chapter by assisting members with trips to Wooden, Keystone and Convention. One member, Jacob Reed ’27, attended the Wooden Institute in summer 2024 and formed lasting friendships across Beta, providing mutual support in cultivating their chapters. Additionally, training and brotherhood at events like Keystone have been invaluable for our planning and development. We often discuss how contributions to the BLF keep these events affordable for collegiate members, demonstrating the significant impact donations have across the General Fraternity. The brothers of Epsilon Mu also enjoyed the cornhole set we received for achieving 100% participation in the Sons of the Dragon Club program!

In 2023-24, 1,335 collegians gave $28,494

18 CHAPTERS WITH 100% PARTICIPATION

ARKANSAS

BAYLOR

BETHANY

EASTERN KENTUCKY

EMBRY-RIDDLE

GEORGE MASON IOWA

JOHN CARROLL

JOHNS HOPKINS KANSAS

KETTERING A KETTERING B MICHIGAN MIAMI

OKLAHOMA

TEXAS AT ARLINGTON WESTMINSTER

Since its creation, the Auto-Kai Club has experienced remarkable growth, increasing from $9,337 in FY15 from 135 members to $142,990 raised from 355 Club members in FY24.

11% of the total funds raised by BLF can be attributed to the Auto-Kai Club.

14.5% year-over-year increase in funds raisedin FY24.

‘ TIL WE ARRIVE AT THY SHRINE ON HIGH …

Bridge Builder Society (BBS) members are those brothers and Friends of Beta who have chosen to include the Foundation in their will or estate plans. Estate gifts from BBS members continue to be a vital source of support for both the Beta Leadership Fund and the Founders Fund Endowment.

In 2023–2024, $27,883 allocated from undesignated estate gifts strengthened the BLF, while $51,014 was directed to the Founders Fund, a quasi-endowment providing unrestricted annual support. This approach addresses the Fraternity’s immediate educational needs and ensures long-term financial sustainability.

Thanks to generous donors, along with an unwavering commitment to disciplined policies and consistently robust investment returns, the Founders Fund Endowment has enjoyed remarkable growth over the past 19 years.

DISTINGUISHED LEADER

William H. (Bert) Bates, Missouri’49, was a distinguished leader within Beta Theta Pi, having earned both the prestigious Francis W. Shepardson Award and the Oxford Cup. A former member of the Foundation Board of Directors and co-chairman of the Upon These Principles Campaign, Bert’s commitment to the Fraternity was unwavering.

In 1996, following his receipt of the Oxford Cup, the William H. (Bert) Bates Oxford Cup Scholarship Fund was established, supported by gifts from Bert and many of his chapter brothers. His generosity extended further during the Upon These Principles Campaign in 2002, when Bert became a member of the Bridge Builder Society with a provision in his estate.

Brother Bates was known for his leadership, wit and charm. He left a legacy defined by his dedication to both his profession and Beta Theta Pi. His life of service and generosity continues to impact future generations, truly reflecting a life well lived with a lasting legacy.

$51,014 Gifts received in 2023-24

$3,290,425 VALUE AS OF MAY 31, 2024 13.86% YOY GROWTH

After Brother Bates’ passing in 2022, a generous $150,000 gift was received, split evenly between his scholarship fund and the Founders Fund Endowment.

In 2003, Upon These Principles Campaign Chairman Bert Bates, Missouri ’49 (second from left) was joined by General Treasurer John Stebbins, Emory ’92, (left) and Trustee Dipper DiPaolo, Michigan ’78, to thank Tom Brennan, Ohio State ’51, (right) for the $1.5 million lead gift made by him and his brother, David Brennan, Ohio State ’53.

Bridge Builder Society

2024 member List

For more information, please visit beta.org/BBS.

AUBURN

Rod Hastie ’82

BALL STATE

Randy Phillips ’79

BETHANY

Dick Boyd ’61

Dave Butz ’60

Alex Delgiorno ’14

BRITISH COLUMBIA

Jim Strilesky ’72

Alan Young ’71

BROWN

Bruce Lloyd ’69

CAL STATE, CHICO

Bob Dean ’89

CASE

Jim Kewley ’66

Hank Vernon ’68

CENTRAL MICHIGAN

Terry Massie ’12

Tom Olver ’98

CHARLESTON

Zach Sierputowski ’16

CINCINNATI

El Bourgraf ’54

Tom Cassady ’76

Doug Eustice ’71

Dave Kerka ’88

Tom Seifert ’64

Mark Simon ’12

CLEMSON

Bryant Blakeslee ’06

COLGATE

Bruce Fein ’84

COLORADO MINES

Philip Moldenhauer ’75

Newell Orr ’48

COLORADO STATE

Tim Allen ’88

CONNECTICUT

Adam Porter-Price ’06

CORNELL

Rick Banks ’72

Phil Spiller ’95

DAYTON

Tom Farnsworth ’09

Fr. Simon Herrmann ’10

DENISON

George Brown ’60

DEPAUW

Jeff Cable ’82

Doug Vines ’68

EAST CAROLINA

Kirk Little ’82

Dave Pyle ’06

Adam Scarboro ’06

Jacob Tidwell ’04

EASTERN KENTUCKY

Martin Cobb ’96

Mike McFerren ’77

Nick Sexton ’11

EMORY

Bill Korth ’76

Biull Manning ’80

Jim Porter ’64

Tom Purinton ’63

Jeff Rundle ’03

KETTERING A

Matt Lepkowski ’98

LAWRENCE

John Stebbins ’92

Alan Teplis ’78

FLORIDA

Steve Becker ’69

Mike Gable ’67

Gary Leech ’70

Dave Leppert ’77

Matt Paynter ’00

FLORIDA ATLANTIC

Robert Billoni ’95

FLORIDA INTERNATIONAL

Mike Angelica ’10

Steven Cruz ’12

FLORIDA STATE

Jeff McLain ’76

Curtiss Potter ’92

GENERAL FRATERNITY ROLLS

Joel Huxley ’06

GEORGIA TECH

Ted Haile ’75

Lynn Maddox ’64

Arthur Smith ’75

GMI-EMI

Dave Hogan ’74

Ron Meegan ’69

HANOVER

Sang Han ’60

Ross King ’62

HIGH POINT

Michael Dreher ’19

IDAHO

Bill Jordan ’69

ILLINOIS

John Manczak ’71

Gant Redmon ’59

INDIANA

Tad Drew ’72

Phil Goddard ’67

Jack Harris ’51

Charlie McCormick ’72

Jim Roudebush ’71

IOWA

Steve Bensema ’06

Neal Brower ’90

IOWA STATE

Mike Dubes ’66

Khayree Duckett ’17

Jud Horras ’97

Bill McCulloch ’56

Cork Peterson ’66

Ron Sande ’64

Bob Wiley ’87

JOHNS HOPKINS

Jim McMenamin ’71

KANSAS

Lloyd Kirk ’55

John Stewart ’60

KANSAS STATE

Chris Althoff ’00

Paul Attwater ’83

Loren Conrad ’61

Randy Groves ’78

Scott Hoisington ’79

JD Keith ’86

OHIO STATE

John Hopkins ’57

Dan Westerbeck ’67

David Wright ’67

OHIO WESLEYAN

Eric Eickhoff ’00

OKLAHOMA

Daniel Hertel ’09

Dave Schnackenberg ’90

LOUISVILLE

Tom Chapman ’71

Josh Latzko ’16

Matt Tsien ’80

LYNCHBURG

Charlie Warner ’87

MAINE

George Pullen ’03

MARYLAND

Vincent Chu ’87

MIAMI

Pete Barnhart ’66

Ben Beshear ’01

Jonathan Brant ’75

Phil Fernandez ’06

Tom Fey ’68

Jim Neef ’53

Jeff Newton ’77

John Slavens ’67

Bob Wertz ’61

MIAMI (FLA.)

Peter Darrow ’09

MICHIGAN

Jim Denbo ’63

Dipper DiPaolo ’78

Roger Helman ’89

Bill Johnson ’57

Ian Ross ’21

MICHIGAN STATE

Russ Palmer ’56

MIDDLE TENNESSEE STATE

Michael Filyaw ’14

MINNESOTA

Brent Anderson ’85

Ryan Marek ’12

Justin Miller ’00

MISSISSIPPI

Bill Lipscomb ’65

MISSOURI

Robert Healy ’64

Rick Kammerer ’80

Bob McKinley ’66

MIT

Ken Bryan ’88

Mike Feinstein ’82

NEBRASKA

R.C. Mead ’65

Preston Mesick ’06

Matt Roby ’07

Bud Walling ’61

NORTHWESTERN

Paul Gudonis ’76

John Mutz ’57

Justin Rutherford ’00

NOVA SOUTHEASTERN

Roger Roa ’02

OHIO

Rick Brown ’65

Brian Cain ’91

Dick Griffin ’65

Jeff Radomski ’81

Anonymous

ST. LAWRENCE

Kevin McGrath ’77

SYRACUSE

Marc Benshetler ’82

Bob Hanley ’83

Clif Heidel ’56

TCU

John Coker ’72

Chip Craft ’86

Koby Harrington ’09

Mike Ritz ’66

Lance Tolson ’82

OKLAHOMA STATE

Josh Fairchild ’05

Lou Linxwiler ’53

OREGON

Morry Arntson ’59

Art Carmichael ’62

Bill Crist ’68

John Herman ’60

PACIFIC

Julio Hernandez ’16

PURDUE

Dave Cox ’63

Terri Earnest ’66

Cary Wood ’89

John Young ’56

RHODE ISLAND

Jeff Flanagan ’93

RUTGERS

Ken Grispin ’70

SAINT LOUIS

Nick Block ’03

SAN DIEGO STATE

Patrick Hidalgo ’91

SAN JOSE STATE

Aaron Vogt ’17

SMU

John Hagerman ’63

David Light ’64

Don Pearce ’65

SOUTH DAKOTA

John Thietje ’61

Steve Wethor ’88

SOUTH FLORIDA

David Schmidt ’92

SOUTHERN ILLINOIS

Ryan King ’01

Kent Mire ’07

TEXAS

Hardie Bowman ’72

Michael Eubank ’83

Wade McMullen ’79

TEXAS AT ARLINGTON

Pat Connelly ’74

TEXAS TECH

Christian Ritchie ’17

Dean Stalcup ’71

TORONTO

Ross Marsh ’90

Rob McConnell ’79

TRUMAN STATE

Zach Lepperd ’16

UC IRVINE

Bryant Fiesta ’16

Christopher Ogilvie ’80

UCLA

Wally Chenoweth ’52

Mike Downer ’77

UNLV

Mike Kawazoe ’01

Willie Romero ’95

UTAH

Bob Stagg ’67

VIRGINIA TECH

Charlie Comer ’75

Wayne Kay ’73

Dan Westra ’76

Andy Wise ’10

WABASH

Jim Carroll ’65

Bob Grand ’78

Sam Hildebrand ’61

Ron Nichols ’64

John Roberts ’83

WASHINGTON & JEFFERSON

Victor Lazzaro ’67

WASHINGTON IN ST. LOUIS

Aaron Kozuki ’05

Tristan Sopp ’11

20 MEMBERS JOINED the Bridge Builder Society in 2023-2024.

In 2023-2024, individual ESTATE GIFTS totaled $99,712

These generous gifts help advance Beta’s mission today and for years to come.

WEST VIRGINIA

Tom Gulliford ’68

WESTERN ONTARIO

John Birkett ’71

Scott Falconer ’82

Doug Reid ’58

WESTERN RESERVE

Tom Lipton ’63

WESTMINSTER

Mike Esser ’70

Ted Planje ’68

James Williams ’86

WICHITA STATE

Bob Smith ’67

Tim Watt ’80

Brian Wells ’87

WILLAMETTE

David Ashby ’68

Ethan Braden ’02

Doug Houser ’57

WILLIAM & MARY

Patrick Everett ’07

WISCONSIN

Perry Atterholt ’83

Jim Curtis ’86

Bob Schnese ’83

Lou Wagner ’64

FRIENDS OF BETA AND PARENTS

Ron Beshear

Brian Breittholz

Carol Briggs

Sally Church

June Cole

Arlene Corsiglia

Anne Emmerth

Susan Fosdick

Carolyn Harmon

Betsy Humphreys

Chris McGill

Lindsey Mercer

Sandy Northrop

Jane Patrick

Dorotha Pitcher

Mona Skager

Susanne Sommer

Gwen Stoecklein

Diane Todd

Kathy Tolan

Kay Wiley

Ben Williams

TOP THREE WAYS TO GIVE

GIVE a charitable bequest in your will or living trust to the Beta Foundation.

NAME the Beta Foundation as a beneficiary in your 401(k) or other retirement plans.

OPEN a life insurance policy with the Beta Foundation as either the policy owner or beneficiary.

DESIGNATED EDUCATIONAL AREA (DEA) GRANT

The Designated Educational Area (DEA) Grant Program allows alumni to make charitable gifts earmarked for educational projects for chapter houses, such as libraries, study rooms, internet access and general learning space. The goal of the program is to promote positive cultures and shared social experiences through best-in-class homes.

23 chapters used the DEA program in 2023-2024.

$10,806,171 raised in DEA funds over the last five years.

35 CHAPTERS

benefited from DEA funds and grants over the past 15 years.

$1,000,000 $1,500,000

$0 $500,000

SINGING AGAIN MOTHER of MEN,

HAIL TO THEE

, BETA THETA PI!

Oregon recently raised $465,329 for housing renovations.

As the fall 2023 semester wrapped up, the Alpha Beta Chapter at Iowa boasted over $100,000 in their Billhighway account, thanks to former Chapter President Lucas Pieper ’24. The chapter had eliminated debt while enhancing the member experience and ensuring fiscal responsibility. Current Chapter President Ryan Bybee ’24, and his executive board are focused on making the Beta experience more affordable. Also concerned about the surplus funds, Chapter Counselor Robert Alberts, General Fraternity ’20, explored impactful investments and ultimately proposed establishing a scholarship to support upperclassmen who were disengaged due to financial pressures.

In a pivotal meeting, Bybee and Alberts aligned on a $25,000 donation to the Beta Theta Pi Foundation to launch the scholarship via an

endowment fund. Recognizing the need for engaged upperclassmen, they aimed to make membership more accessible. Support for this initiative grew among alumni, with Scott Hall ’98, and Robert Bitzer ’17, contributing an initial matching gift of $17,500 for the scholarship as part of the Build the Bridge Campaign.

Beyond financial initiatives, the chapter has excelled academically, ranking #1 among IFC chapters in fall 2023 and spring 2024.

Notable accolades include Bybee winning the Andrew Mogni Legacy Award and the chapter receiving the Sisson Award for the 11th time. The Alpha Beta Scholarship Fund aims to award its first $1,000 scholarship this fiscal year, reinforcing the chapter’s commitment to leadership and affordability.

ALPHA BETA CHAPTER: BUILDING A BRIGHT FUTURE THROUGH SCHOLARSHIP

WE SHALL INVOKE

A BRIGHTER MORROW, SINGING A BETA LAY!

BUILD THE BRIDGE CAMPAIGN

At the 185th General Convention, Beta Theta Pi proudly launched the Build the Bridge Campaign, a transformative $25 million initiative aimed at expanding access to our Fraternity for deserving young men. With over $12.7 million committed, the Foundation is poised to enhance its reach and impact.

As Campaign Co-chairman Mike Feinstein, MIT ’82 stated, the fraternity experience is more vital than ever for today’s college students facing challenges like declining enrollment and rising mental health concerns. Beta Theta Pi offers essential support, fostering lifelong bonds and personal growth.

THE CAMPAIGN FOCUSES ON TWO KEY INITIATIVES:

AFFORDABILITY AND ACCESSIBILITY: Establishing new scholarships and expanding need-based support to ensure financial barriers don’t hinder young men from experiencing Beta.

LIFELONG BROTHERHOOD: Investing in mentoring, professional development and a digital networking platform to strengthen connections among alumni and current members.

The Foundation will also fortify the Beta Leadership Fund, crucial for nurturing principled leaders across chapters.

Scan the QR code or visit beta.org/btb-campaign to learn more about how Beta plans to build a brighter future for the Fraternity and the young men it serves.

MIKE FEINSTEIN

MIT ’82

Campaign Co-chairman

“Brothers and friends, today’s men need fraternities. And specifically, they need Beta Theta Pi. We know the Beta experience provides connection and community, propelling members to succeed in college and beyond. Through friendships, mentorship and development, it bonds them to one another and those around them –creating a network of support and fostering an array of unique opportunities that transform their lives.”

All Betas, friends and supporters are invited to join in building a bridge that ensures Beta Theta Pi continues to shape the lives of young men for generations to come.

$25.2

MILLION INITIATIVE

More than $12.7 million has already been raised through the generosity of lead donors.

WAYNE KAY

Virginia Tech ’73 Campaign Co-chairman

“The real impact is witnessed when you talk to our young men who have benefited from leadership programming and scholarships. Seeing firsthand how these programs and gifts have transformed lives reinforces why we must support the Build the Bridge Campaign. [My Beta Sweetheart] Susan and I, along with many others, are investing in this campaign to ensure that the Beta experience remains strong and accessible.”

THANK YOU

Thank you to all Betas, Friends of Beta and family members who support our Great and Good Fraternity!

THE BETA WALKWAY

More than 8,000 Betas and friends have a personalized brick in the Beta Walkway at the Administrative Office. You can also secure a place in this historic spot with a gift of $500 or more!

Establish a special Named Endowment Fund to make an impact in perpetuity. A minimum investment is required, and the Beta Foundation will work with you to ensure your named gift meets your intentions.

Make a charitable gift of stock, bonds or mutual funds. And, if you were born before 1954, you may also realize a significant tax savings by making a qualified charitable distribution directly from your individual retirement account.

MAKE YOUR 2024-2025 GIFT

Scan the QR code today or visit gift.beta.org/AR.

Many employers offer gift matching programs to encourage charitable giving. Your contribution to the Beta Foundation may be doubled or tripled. Check with your employer or visit beta.org/match to see if they participate.

Many Betas and friends make their gifts through the Auto-Kai Club by setting up a recurring gift online, the esteemed John Reily Knox Club with a gift of $1,839 or more, or the Sons of the Dragon Club (collegians) with a gift of $10 or more.

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