Since its founding in 1981, the Delta Tau Delta Educational Foundation has granted over $27,000,000 to the Fraternity and its chapters for educational and leadership training, scholarships, and Shelter construction and improvements.
OUR MISSION
is to raise, manage and grant funds for the benefit of the educational and leadership programs of Delta Tau Delta, its chapters, and members… so members fulfill the Delt Creed, live lives of excellence, and thereby have a positive impact on society.
SHARED VALUES
We believe in Delta Tau Delta as a life-long companion. We believe in justice and in honoring that value in all our activities.
We believe in friendship, conscience, aspiration, self-restraint, opportunity, understanding, and loyalty to guide us in our Fraternity and in all of life.
We see Delta Tau Delta as an abiding influence to help each member to do his work, fulfill his obligations, and maintain his self-respect.
We believe that these values should imbue each member with the means to recognize his obligations to each other, to the Fraternity, to family, and to all of mankind.
We share these values as essential to achieving the Mission.
WE DID IT!
As I reflect on the largest capital campaign in Delt’s history (and one of the largest in our industry), our principle values of Truth, Courage, Faith and Power come to mind.
In November of 2019, the Delt Foundation board and staff made the historic decision to launch our Forging The Future Campaign. At the time, we were faced with the very real facts about the state of young men on today’s college campuses. Through both member surveys and personal conversations, we saw the truth firsthand that our members were struggling. The issues included mental health concerns, funding for tuition, the need to develop career skills and the need to better understand the role of modern men in today’s society.
I recall the initial asks at the start of the campaign in early 2020 and the concern that developed as the pandemic progressed. As an organization, we had a handful of conversations about pausing the campaign, but fortunately we had the Courage and Faith in our mission to continue our progress.
Supported through the leadership gifts and
encouragement of our donors, we knew we couldn’t turn back. I give significant credit to our staff and board for their ability to innovate and adapt during those uncertain times.
Within the pages of this Year in Review, we hope that you see the Power of your support. We have so much to celebrate as brothers and donors. I invite you to review these materials and to think deeply about the impact our Fraternity has had upon you personally. As a donor to the Delt Foundation, you are more than a financial supporter, but rather a partner in our mission. Together, we are creating the experiences for young men that will impact our communities far after they leave their respective college campuses. We thank you for your commitment to our cause and we look forward to continuing on this journey together. Your gifts are not just financial, they are the lifeblood of our programs and together we are Forging The Future.
Fraternally,
Steven K. Vedra | Butler University 2002 President, Delta Tau Delta Educational Foundation
Forging the Future: A
RETROSPECTIVE ON DELTA TAU DELTA’S CAPITAL CAMPAIGN
In the world of higher education and fraternities, it’s rare to see an organization undergo such a transformative journey as Delta Tau Delta’s Forging the Future capital campaign. Launched with the aim of securing a robust and sustainable future for the Fraternity, this campaign has been a testament to the enduring values, vision and brotherhood that has guided Delta Tau Delta since its founding in 1858. In its pursuit of innovation and growth, the campaign has not only surpassed its initial financial goals but also set the stage for an era of unprecedented opportunities for current and future members.
The Forging the Future campaign was more than just a financial initiative—it was the embodiment of Delta Tau Delta’s enduring commitment to defining what’s next for the Fraternity and its members. The campaign was built upon the collective strength of alumni, undergraduates, and friends of the Foundation, each united by a common set of values and ideals that have persisted since the Fraternity’s inception. The changing times played a role in shaping Delta Tau Delta—an organization unafraid to challenge the status quo. The Fraternity’s willingness to adapt and innovate over the years has propelled it to the forefront of fraternity life, and the Forging the Future campaign has been a crucial chapter in that ongoing evolution.
At the heart of the campaign was a simple, yet powerful vision: to continue offering a transformative experience for men of character that is unmatched in the world of fraternities. As the world changes and the needs of undergraduates evolve, Delta Tau
Delta recognized the importance of investing in the future—not just financially, but also through new programs, infrastructure, and support systems that would ensure the Fraternity’s continued leadership. This is where the campaign drew inspiration from the business world. Just as global companies invest heavily in research and development to stay competitive and relevant, Delta Tau Delta understood that to maintain its status as a leader in the fraternal world, it, too, needed to prioritize innovation and forwardthinking solutions.
Central to the campaign’s goals was the creation of an enhanced scholarship program, designed to support and inspire the next generation of leaders. A strong scholarship initiative not only strengthens the Fraternity’s competitive edge in recruitment, but also ensures that young men who embody the Fraternity’s ideals can continue their education with less financial burden. The scholarship program was designed to provide recognition for those striving to lead lives of excellence, while also providing a tangible resource to ease the cost of higher education. By supporting these young men, Delta Tau Delta has set the stage for them to thrive both in college and in the years to come.
But the Forging the Future campaign wasn’t only about offering financial support. As an organization dedicated to the betterment of mankind, Delta Tau Delta has always responded to the unmet needs of its members and the broader community. Today, as we look forward, there is a growing recognition that the true value of membership lies not only in academic
achievement, but in the experiential learning that takes place in real-world environments. Delta Tau Delta’s commitment to developing the complete individual—one who excels in leadership, integrity and service—requires an investment in living and learning experiences that go beyond the classroom.
The Fraternity’s commitment to building better men has never been more evident than in the development of programs that foster realworld engagement and growth. The Forging the Future campaign is laying the groundwork for a new generation of programs that will ensure Delta Tau Delta remains at the cutting edge of fraternity life. This includes expanding leadership training, offering experiential education and creating new avenues for members to engage in service and philanthropy.
The results of the Forging the Future campaign speak for themselves. Originally set with an ambitious goal of $25 million, the campaign has far exceeded expectations, garnering commitments totaling an astounding $32 million through a combination of cash and estate gifts, as well as ongoing pledges. This overwhelming support has underscored the Fraternity’s collective strength and the commitment of its alumni and supporters. It’s a clear sign that Delta Tau Delta is ready to take the next step,
ensuring its place as a leader in the Greek world for decades to come.
This remarkable success is not just a financial victory—it is a reflection of the Fraternity’s enduring legacy and vision for the future. The funds raised will not only be used to sustain Delta Tau Delta’s current offerings but will also be directed toward innovative new programs and infrastructure that will redefine the college fraternity experience. From scholarship endowments to leadership training, and from campus outreach to new tools for personal success, Forging the Future is ensuring that Delta Tau Delta remains the fraternity of choice for young men who are ready to lead with integrity.
As we reflect on the success of the Forging the Future campaign, it’s clear that this is just the beginning. The foundation has been laid for an exciting future—one where the Fraternity continues to evolve and adapt in response to the needs of its members and the world around them. By investing in tomorrow’s leaders today, Delta Tau Delta is ensuring that its legacy of excellence will endure for generations to come. The campaign has proven that when we unite behind a common vision, there are no limits to what we can achieve. Together, we are indeed Forging the Future of Delta Tau Delta.
Raising the Bar
THE DELTA TAU DELTA EDUCATIONAL FOUNDATION RECOGNIZED FOR OPERATIONAL EXCELLENCE
The Delta Tau Delta Educational Foundation was recently honored with an Award of Distinction for Best Operations Improvement from the Foundation for Fraternal Excellence. This accolade highlights the Foundation’s commitment to operational excellence and its crucial role in supporting the Fraternity’s mission and values.
A Commitment to Effective Operations
Operational excellence is not just a goal but a vital part of the Foundation’s daily activities. This award recognizes Delta Tau Delta for streamlining database processes and membership management software to enhance successful campaigns, data collection, donor outreach and more. Behind the scenes, the Delt team has made significant strides ensuring every department functions cohesively, through the use of a single database that serves both the Fraternity and Foundation. This effort creates a robust infrastructure that centralizes data and creates internal efficiencies. The judging criteria for this award emphasized a clear understanding of how organizations operate across various departments. Delta Tau Delta’s submission demonstrated a wellcoordinated approach that enables effective collaboration through the elimination of operational redundancies. This collaborative spirit had led to significant improvement in our data hygiene, ability to engage our members, and the desire to further innovate.
Director of Enterprise Technology, Nick T. Pidgeon (University of South Florida, 2019)
underscored the importance of this award, “The Delta Tau Delta Educational Foundation’s Award of Distinction for Best Operations Improvement is a testament to the hard work and dedication of our Central Office team. By fostering collaboration, embracing change and placing innovation at the heart of our work, we enhance our ability to serve. This award serves as both recognition and inspiration, motivating us to continue raising the bar.”
The Heart of the Organization
Fraternal foundations are often referred to as the “heart” of their organizations, and Delta Tau Delta is no exception. By providing essential financial support for a wide range of scholarships and fellowships and for grants to the Fraternity that enable various programs and initiatives, the Foundation plays a pivotal role in fostering a sense of community and commitment among our members. The financial contributions made through the Foundation have a lasting impact, supporting not just the Fraternity but our chapters and members.
Looking Ahead
The recognition from the Foundation for Fraternal Excellence reaffirms the Delta Tau Delta Educational Foundation’s commitment to operational excellence. The Foundation is dedicated to continuous growth and innovation, striving to better serve the Fraternity, our chapters and members through philanthropic investment. As the Fraternity and Foundation take action on our shared strategic plan, it will undoubtedly build on this momentum to further expand our impact.
Scholarships & Fellowships
The Delta Tau Delta Educational Foundation believes that a life of excellence begins with an education. Quality educational experiences, both on campus and through Delt, are essential for personal and professional growth, career readiness and a lasting sense of purpose.
As the Foundation endeavored to shape a future full of opportunity for Delta Tau Delta, it recognized that access to membership posed one of our greatest challenges. Rising college costs and declining male enrollment meant chapters would increasingly recruit from a shrinking pool of potential members unless action was taken. We concluded that a strong scholarship program provided essential resources to keep young men enrolled and created a competitive advantage in recruitment. We also believe that this type of program recognizes and supports those striving for excellence, while helping them graduate with less educational debt.
As we embarked on the Forging the Future Campaign. the Foundation envisioned not just a collection of named scholarships and fellowships, but a network where donors and recipients built lifelong connections. We are confident this network will grow overtime, becoming an integral part of the Fraternity experience, offering valuable interactions across generations of Delts.
The phrase “I believe in Delta Tau Delta for the education of youth…” has been recited by generations of Delts—its first line embodying the values guiding the Fraternity. With this in mind, the Foundation acted to make these beliefs a reality.
The Delta Tau Delta Educational Foundation is committed to building a robust scholarship and fellowship program that provides our members with access to higher education and opportunities for advanced development outside the classroom. The following testimonials reflect the impact of academic-based scholarships and program focused fellowships on our young Delts.
COMPASS ELLERY JETT SIMPSON
The purpose of Compass is easily outlined by the Fraternity’s value statements, “lifelong learning and growth are vital, and strengthening community is essential to our vitality.” With a focus on CliftonStrengths and emotional intelligence, Compass provides participants with the skills and tools needed to be successful on campus. Ellery Jett Simpson (Nebraska at Kearney, 2026) shared how attending Compass has impacted his life.
also emphasized the importance of vulnerability in building deeper connections, helping to create an environment where members feel comfortable being open and supportive of one another. This has led to a stronger sense of brotherhood through unity and collaboration within our chapter.
What are three things you learned as a mentor?
How has attending Compass enriched your undergraduate experience?
EJS: Attending Compass has significantly enriched my undergraduate experience by enhancing my self-awareness and leadership abilities through CliftonStrengths and emotional intelligence (EQ) development. By identifying my top 5 strengths and understanding how they influence my behavior, I’ve become more conscious of how I interact with others. This experience has deepened my relationships within the Fraternity and beyond, fostering a greater sense of brotherhood. The curriculum’s focus on vulnerability and emotional intelligence has also allowed me to engage in more meaningful conversations and build stronger connections with my brothers. What lessons have you been able to bring back to your chapter and instill in your brothers?
EJS: Through Compass, I’ve learned the importance of self-awareness and how understanding our individual strengths can improve emotional intelligence. I’ve shared these insights with my brothers, encouraging them to reflect on their own strengths and how these can shape their interactions. I’ve
EJS: I learned you must stay open to new tasks handed to you at any time, sometimes not having a plan is the best plan, and working with your brothers isn’t work at all: It’s pleasure.
How did your role as a mentor further your leadership?
EJS: Working as a mentor honed my leadership skills by helping guide my brothers, foster their growth and develop effective communication not only with my brothers, but also with Compass leadership.
What growth did you see in brothers throughout Compass?
EJS: Brothers who experience Compass don’t just learn from a book or the facilitators. Instead, most of the learning comes from their fellow brothers. This is a great experience for all Delts to learn from one another, grow as a leader and gain connections with fellow brothers.
What do you see in the future of Compass?
EJS: I hope Compass continues to grow to give all Delts the experiences I had over the past two years. I have used what I learned at Compass to help support my brothers – this is what Compass is about. Growing as an individual to turn around and help others is something everyone can benefit from.
PresX is just the beginning
BENJAMIN W. WILSON
After attending the Presidents Excellence Institute (PresX) in 2023 as the president of the Zeta Chapter, Benjamin W. Wilson (Case Western Reserve, 2025) was instantly hooked. Eager to connect with brothers around the country and gain a deeper devotion to Delta Tau Delta once again, Wilson found himself at PresX in January 2024.
An educational opportunity that focuses on equipping chapter presidents with necessary skills to implement within their own chapter, PresX is vital to the success of Delt’s undergraduate membership. Wilson credits the power of PresX to the lessons he learned, including how to think strategically through a long-term lens.
“PresX really showed me this is just the beginning. Just when I thought I reached the top as chapter president, I realized this is just the beginning of my Delt experience. This made it clear I will make Delt a priority for the rest of my life.”
A senior, Wilson believes his membership in Delta Tau Delta has prepared him for life after college. The leadership and project management skills he’s crafted through his positions within the Zeta Chapter
are what make him confident he will succeed in his future profession. By attending PresX, chapter presidents develop lasting relationships that continuously provide mentorship and critical feedback when needed.
“One of the biggest benefits of PresX is that every chapter president is presented with the means to be a successful leader, and that will result in the success of their fellow executive team and the entire chapter. If each chapter president is leading a successful chapter, the entire Fraternity has no choice but to succeed, and that is not possible without PresX.”
Wilson believes that Delta Tau Delta is structured to equip undergraduate members with social and professional skills that last long after graduation. Because of his experience at Foundation-sponsored events and his overall Delt membership, Wilson is confident that Delts are given the upper hand when entering the professional world.
PresX is designed to give undergraduates the experience and knowledge necessary for success, and to develop transferable leadership skills through peer and coaching feedback that will make participants strong leaders in their presidency and beyond college.
“To not have to worry about the financial burden to attend PresX is a true gift and something I will forever be grateful for. This opportunity was only made possible because of the support from the Fraternity and Foundation.”
File Award for Undergraduate Excellence
SIDHARTH RANGA
Named after Kenneth A. File (Kansas State, 1981), former President of the Delt Foundation, the Kenneth File Scholarship for Undergraduate Excellence was established in 1996 to recognize individual efforts of superior academic achievement. This year’s winner, Sidharth Ranga (Case Western Reserve, 2024) credits his personal and academic growth to Delta Tau Delta.
What was your undergraduate experience like as a Delt?
“I waited a semester and rushed during the spring of my freshman year. Even though I’d made a good group of friends during the first semester, I still wanted to explore my options and become more involved on campus. I immediately knew that Delt was the right fit because it had the perfect balance of both academic and social experiences. I felt like it was the only fraternity that kept teaching the values and traditions of the organization throughout the recruitment experience, and it was clear that that was very important to the brothers.
Once I was initiated, I could see how valued leadership and setting an example was, and it was easy to follow that lead. I enjoyed being in a space that harbored different points of view, and both accepted and challenged one another. Had I not gone through with the recruitment process, I’m sure I would’ve continued to be surrounded by the same people I initially chose to be my friends, and I know I would not have had the discussions I was fortunate enough to have without Delt.”
What have you learned from your undergraduate membership?
“Delt taught me a lot of critical skills that you aren’t taught in a classroom setting. I feel as though I’m a more personable and amicable
person and can engage in conversation with a wider variety of people because of the experiences I had with my chapter brothers. One of my favorite things was welcoming guys to the house during recruitment – it gave everyone the chance to connect with people and develop interpersonal skills that heavily translate to life after college.”
How do you intend to use the funds from the File Scholarship for Undergraduate Excellence?
“Next year I’m set to begin my 8-year medical school program at Case. There are obviously a lot of expenses that come with achieving a postgraduate degree, so the File Scholarship will be a great financial help. I’m extremely grateful to the generous donors who helped make this scholarship possible so that I can be alleviated of some of the stress that comes with beginning medical school.”
How do you hope the File Scholarship is perceived by current undergraduates?
“I think this scholarship is a great way to motivate Delts to stay academically focused and push them to utilize resources at their institution while still balancing their everyday lives. Delt has taught me the importance of finding a healthy balance between academic excellence and my own social wellbeing, and I encourage others who can follow that path to consider applying for this scholarship.”
To
KershnerOutstandingScholar
JOAO A. MEDEIROS
Maintaining a high academic standard while in college is not an easy task. Maintaining a commitment to academic excellence while working 20+ hours a week and serving in multiple campusbased leadership positions is outstanding. For Joao A. Medeiros (Tufts, 2026), joining a fraternity and receiving a higher education meant familiarizing himself in a new country. Hailing from Brazil, Medeiros was recognized as the Outstanding Kershner Scholar Award recipient for the 2023-24 academic year. What was your journey of becoming a Delt like?
“Growing up in Brazil, I moved to the U.S. for college where I’ve been able to experience many new things. I took a gap year and my dual degree is five years, so I met a few guys who were a year above before I went through the recruitment process. I was invited to a few Delt events and got to know more of the brothers and realized I really enjoyed their values.
There aren’t fraternities in Brazil, and I had little knowledge of everything, so the rush experience was really scary – scary because it was so new and unfamiliar to me, but everything was great. Getting my bid was an interesting experience as the only international student and also as a part of the LGBTQ+ community, but I quickly made Delt my home away from home. I found a real community and I know I can count on my brothers for anything.
One brother even came to spend a week visiting me in Brazil. I never thought I would find such a strong community with people I thought I had nothing in common with.”
How has Delta Tau Delta shaped your undergraduate career?
“Delt has given me a lot of social energy. Whether it’s going to brotherhood events or just hanging out at the house, it’s made such a positive impact on me. I’m taking 21 credits in my dual degree, so I’m very busy academically, but Delt has provided me a space that I can grow socially as a person that I couldn’t have anywhere else. I recently launched a clothing brand (JAMP) and the support that my brothers have shown me has been overwhelming. Brothers are always supporting me in everything that I try.”
What does it mean to you to be selected as the Outstanding Kershner Scholar recipient?
“Thanks to the Outstanding Kershner Scholar award, I’m able to pay my dues and visit home during the upcoming holidays. Scholarships really make a difference in the lives of members from diverse backgrounds and those who need financial support throughout college. When I’m financially able, I plan to give back to Delt because of the difference that donors have made in my life. I’m experiencing the impact that financial support can have on the lives of undergraduates and the change it can make in the future. I’m thankful to be a part of an organization where so many different people are impacted by the generosity of others.”
HUGH SHIELDS AWARD
At the 2024 Cleveland Karnea the Fraternity and Foundation were proud to recognize the winners of the Hugh Shields Award for Chapter Excellence. Established in 1965, it is named after the late Hugh Shields (Indiana, 1926) and recognizes overall excellence within a chapter. Each year, the award is presented to the Fraternity’s 10 most outstanding chapters.
Thanks to the generosity of our donors and success of the Foundation’s largest capital campaign in history, each Hugh Shields chapter was awarded a $1,000 scholarship. These funds can be utilized to invest in educational initiatives, resources or other developmental needs of the chapter. The following list indicates chapters recognized with the Hugh Shields Award for Chapter Excellence and the coinciding scholarship.
Theta Kappa Chapter at the University of Nebraska at Kearney
Zeta Chapter at Case Western Reserve University
Delta Xi Chapter at the University of North Dakota
Zeta Zeta Chapter at Morehead State University
Zeta Mu Chapter at Robert Morris University
Gamma Pi Chapter at Iowa State University
Delta Gamma Chapter at the University of South Dakota
Alpha Chapter at Allegheny College
Epsilon Phi Chapter at Southeastern Louisiana University
Delta Chi Chapter at Oklahoma State University
The Power of a Committee
A past advisor for the Beta Zeta Chapter at Butler University, Gregory A. Budney (Butler, 2007) has a passion for improving the lives of the undergraduates who share the shelter he once lived in. Prior to forming the Gregory A. Budney Excellence in Character Scholarship in 2020, Budney was craving a way to stay connected with his chapter.
Having spent nearly a decade advising his chapter, Budney was intentional about who he wanted by his side in the formation of this scholarship program.
Throughout his Delt career, one thing has remained a constant priority: building and maintaining relationships. Currently, 13 Beta Zeta graduates, all of whom are either a former advisee of Budney’s or a past scholarship recipient, chair the committee. Each member plays a vital role in the recipient selection and overall success of the scholarship.
“I’m just really proud to be working with the committee. The work we have done together and the decisions that we’ve made as a collective group have helped bring something to our chapter that was not in place before. What everyone on this committee embodies is truly what this scholarship
is about – leaving something in a better place than you found it.”
Speaking true to its name, Budney states that the Excellence in Character committee really wanted applicants to be evaluated based on values other than just academic. While still a part of the application, the committee crew looks for individuals who are constantly working to improve their lives and those around them. Budney recognizes that while the majority of members in the Beta Zeta Chapter won’t hold a leadership position throughout their undergraduate career, that doesn’t mean they can’t make just as powerful of an impact.
“You can do just as much good as a general member. You don’t have to be on the leadership team to be a leader. We want undergraduates to see this scholarship as one built off character. When it comes down to it, we’re looking at who you are as a person and how Delt has shaped you into that person. Really, we look for individuals who are going to help drive those around them forward and push them to pursue lives of excellence.”
Since its inception, four Beta Zeta Delts have been recognized for their character and the impact they have had on their chapter and community. “I’m most proud of what our recipients have been able to accomplish with their scholarship. We’ve got guys who were able to study abroad after their program was cancelled due to Covid-19, or complete the Fulbright Program, or even use the money to relocate for their first job post-graduation.”
One of the 2024 Gregory A. Budney Excellence in Character Scholarship recipients and now a member of the committee, Jack Dougher (Butler, 2024) echoes Budney’s thoughts that the Delt experience thrives off strong relationships.
“This scholarship gave me the chance to choose where I wanted to live post-graduation and has enabled me with new experiences and relationships that wouldn’t have been possible without it.”
With the scholarship in its fourth year, Budney and the rest of the committee are proud of what has been accomplished but know that more can be done. Being able to award a larger amount of money to more applicants each year is something the committee hopes to achieve in the near future.
“Being a Delt and a part of this committee has given me a platform to grow that I wouldn’t have otherwise had. I’ve been able to have critical career conversations that transform into life advice. There are so many ways to extend your Delt community past the college experience, and the relationships I’ve had the privilege of creating are at the forefront of that extension.”
Gregory A. Budney
Excellence in Character Scholarship Committee Members:
Gregory A. Budney (Butler, 2007)
Jordan Lay (Butler, 2011)
Rudy Longman (Butler, 2012)
Chris Savas (Butler, 2013)
Eric Gregory (Butler, 2014)
Michael Campbell (Butler, 2015)
Brendan King (Butler, 2017)
Matt Williams (Butler, 2018)
Robert Rasche (Butler, 2018)
Isaiah Strong (Butler, 2019)
Brandon Locke (Butler, 2020)
Nick Owens (Butler 2021)
Jack Dougher (Butler, 2024)
Past Committee Members:
Taylor Clark (Butler, 2015)
Tom Budnik (Butler, 2015)
Member Programming & Support
The Member Programming & Support priority of the Forging the Future Campaign was dedicated to the personal and professional development of our members, empowering them to elevate their individual future aspirations, enhance their chapters and indeed the Fraternity as a whole. This priority area includes initiatives such as the Presidents Excellence Institute (PresX), the Volunteer Coaching Summit, and our Health and Wellness programs.
Investing in member programming and support continues to enable the Fraternity and Foundation to offer national-level resources and initiatives that create meaningful, localized impact for both individual members and chapters. This focus emphasizes high-impact practices that yield the most significant positive outcomes. Through increased investment, we have enhanced existing programs and expanded newer initiatives like COMPASS and Emerge.
Delt programs are designed to equip participants with valuable leadership and interpersonal skills that serve them well within their chapters and beyond, including their professional careers. We aim to provide members with unique opportunities to practice and refine these skills, receiving constructive feedback from coaches and peer leaders before returning to their campuses and, eventually, entering the workforce.
Every aspect of Delta Tau Delta serves as a living and learning laboratory—one that fosters growth and prepares members for lifelong success.
Karnea Keynote Speakers Inspire Innovation and Resilience
Through the generosity of donors to the Delta Tau Delta Educational Foundation three keynote speakers took the mainstage at the Cleveland Karnea enhancing the learning experience for more than 550 attendees. Our three distinguished keynote speakers, all Delts, offered a unique perspective on leadership, entrepreneurship and overcoming adversity. Their stories embody the values of truth, courage, faith and power through a lens of perseverance, innovation and brotherhood. Each speaker emboldened Karnea attendees to reflect on their own journeys and aspirations and strive for excellence regardless of circumstance.
Steve Bunin (Syracuse University, 1996) – From ESPN to New Beginnings
Steve Bunin is a five-time Emmy Award winner and a former ESPN anchor whose career exemplified the power of perseverance and reinvention. Steve’s keynote, titled “Can You Have More Than One Dream Job?” took the audience through his personal journey, beginning with his days as a student at Syracuse University, where he watched ESPN broadcasts from the Gamma Omicron shelter. His dream of working for the “Worldwide Leader in Sports” seemed distant, but with hard work and determination, he eventually became an ESPN anchor.
Steve’s career took him across the country—13 times in seven years—before he reached ESPN. However, even after achieving this milestone, he made the bold decision to leave television after a decade at the network, seeking new challenges and personal growth. This momentous career shift was influenced by the support of his fraternity brothers, illustrating how brotherhood and mentorship extended far
beyond college years. Steve’s story was one of resilience, reinvention, and the unshakable power of brotherhood, proving that the pursuit of multiple dreams could lead to greater fulfillment and success.
Jeff Sinelli (Michigan State, 1990) – A Visionary Entrepreneur and Brand Builder
Jeff Sinelli, Founder and Chief Vibe Officer of Sinelli Concepts International, is a dynamic entrepreneur and visionary in the world of branding and hospitality. In his keynote address, “Anything is Possible: Building Iconic Brands and a Legacy of Innovation,” Jeff shared the story of how he created the immensely popular Which Wich? Superior Sandwiches brand, among other successful ventures. His entrepreneurial spirit first sparked in Detroit, and after earning degrees from Michigan State University and City University, he headed to Dallas to pursue his dream of building a business empire.
Jeff’s entrepreneurial journey is nothing short of extraordinary. From founding Which Wich in 2003 to expanding it into nearly 500 locations worldwide, Jeff’s ability to innovate and create brands that resonated with consumers earned him recognition as one of the Top 25 American Food Entrepreneurs by Gourmet magazine. In his keynote, Jeff explored the importance of vision, resilience and the role of culture in building a successful business. He also discussed his commitment to “conscious capitalism” and the impact of initiatives like Project PB&J, a charitable program that donated sandwiches to people in need.
Scott Fedor (Lehigh, 1998) –Turning Adversity Into Advocacy
Scott Fedor, a bestselling author, disability advocate and motivational
speaker, brought a deeply inspiring message to the convention. After a tragic diving accident left him paralyzed, Scott was told by doctors that many things he once took for granted would no longer be possible. Instead of accepting defeat, Scott chose to focus on what he could still accomplish, and in doing so, became a passionate advocate for those with spinal cord injuries. His bestselling book, Head Strong: How a Broken Neck Strengthened My Spirit, chronicled his journey of resilience and determination.
In his keynote, Scott discussed the power of mindset in overcoming life’s greatest challenges and how he turned his personal adversity into an opportunity to serve others. He founded Getting Back Up, a nonprofit dedicated to supporting those with spinal cord injuries, and was an influential member of several advocacy organizations. Scott’s story highlighted the transformative power of perspective, as well as the importance of giving back and using one’s experiences to make a difference in the world.
These three keynote speakers brought powerful, life-changing insights to the Cleveland Karnea, offering valuable lessons on leadership, resilience and the power of belonging and brotherhood in Delta Tau Delta. Attendees left not only inspired but also equipped with practical strategies to achieve success in both their personal and professional lives.
A Mother’s Perspective
For more than 10 years, Delta Tau Delta members have joined fraternity and sorority members invited to Washington, D.C. to advocate for legislation impacting our community of Greekletter organizations. Earlier this year, Parker Stava (Northwestern, 2025) was chosen as one of two Delts to represent the Fraternity. His mother, Kelly Stava, shares how Parker’s Delt journey has been a positive component in his life.
What has your experience been like supporting Parker through his Delt membership?
“For Parker, it was really important to have a balance between social and academic opportunities, especially coming out of Covid-19 when people his age had to be so isolated at the end of high school and beginning of college. I’m grateful he was granted the chance to join a group of others who are very like-minded in their values.
I truly believe that his pledge class is a group of well-rounded young men due to the connections that they have been fortunate enough to form because of their Delt membership.”
Delt parents are consistently the largest group of supporters during the annual Delt Day of Giving. What was your motivation behind making such a generous donation this past April?
“Sometimes sororities and fraternities get a bad reputation and I’ve seen Parker’s experience as a Delt at Northwestern completely falsify that notion firsthand. Delt is one of the few organizations on
Northwestern’s campus to have a house and his entire experience with Delta Tau Delta has provided him with a sense of belonging and a community he wouldn’t otherwise have. I’m very proud to have witnessed his membership have a positive impact on him and add to his full development as a successful young man.”
What lessons do you feel Parker has gained from his recent lobbying experience in Washington, D.C.?
“He was able to put his leadership and social skills to the test. When he was 18 years old during the lockdown he was deprived of normal situations, so it provided him the opportunity to make a difference for his community. It’s something that he’s very passionate about and he was incredibly surprised and honored to be selected for the position. He’s been involved with the Interfraternal Council (IFC) at Northwestern, so he was excited to have the opportunity to share with senators and representatives that it’s still so necessary to have Greek life on campuses.”
Parker said of his experience in Washington, D.C., “Having the opportunity to advocate for Greek life communities at a federal level to ensure our preservation was an unforgettable experience I am deeply grateful for. Delta Tau Delta has not only provided me with unparalleled leadership and service opportunities, but also lifelong friends and a supportive community essential to my college success.”
To learn more about the various ways to impact the lives of current and future Delts, visit delts.org/ways-to-give.
Innovation & Adaptability: BUILDING THE FUTURE OF DELTA TAU DELTA
In today’s rapidly evolving world, innovation and adaptability are more than just buzzwords—they are essential to the long-term success of any organization. For Delta Tau Delta, the ability to innovate and respond to change is not just a priority, but a necessity. The COVID-19 pandemic served as a stark reminder of the need to reevaluate our approaches, rethink our strategies and adapt to meet the ever-changing needs of our membership. As technology continues to advance at an unprecedented pace, the Fraternity and Foundation must stay ahead of these changes to ensure the membership experience remains relevant and impactful for future generations.
of initiatives that drive innovation. For our Fraternity, our “product” is simple: we offer a transformative experience that sets our members apart, helping them evolve from boys into men of integrity, leadership, and service. To continue offering this unique experience, we must continuously refine and enhance our programs, curriculum and infrastructure.
Today’s undergraduates have grown up in an on-demand world, where a few clicks can bring groceries, rides, or even household items directly to their doorsteps. This “instant gratification” mindset presents both a challenge and an opportunity for Delta Tau Delta. To maintain our position as a leader in the fraternal world, we must invest in the development of next-generation programs, resources and infrastructure that will meet the needs of our evolving membership. The key to preserving the robust living and learning laboratory that Delta Tau Delta provides is our commitment to continuous innovation.
However, in advance of our campaign launch it became clear that achieving this level of adaptability required a shift in how we approach funding. Primarily, Delta Tau Delta relies on three sources of revenue: undergraduate dues, licensing, and philanthropy. While each of these plays a vital role in sustaining our operations, they are not enough to drive the level of innovation needed for the future.
Licensing and dues alone can only take us so far—if we want to position Delta Tau Delta at the forefront of fraternity life, philanthropy must lead the way.
Much like businesses around the world that invest in research and development to stay competitive, Delta Tau Delta must also prioritize the funding
Your investment in the Foundation enabled us to fund research like the Membership Impact Study (MIS), develop new educational tools like Emerge, bring in top speakers like Cory Camp (University of Delaware, 2017) on relevant topics, and create innovative programs like COMPASS that position Delta Tau Delta as a leader on every campus. The resources you provide are actively helping us anticipate the future needs of our membership and ensure that Delta Tau Delta remains the premier experience for men of character.
No other fraternity today has the ambition or vision to revolutionize the membership experience with designated funding for innovation. Your investment in tomorrow is Forging the Future of Delta Tau Delta—creating a legacy that will inspire generations of men to come. Through research, strategic development, and a commitment to continuous improvement, you have ensured that Delta Tau Delta remains at the cutting edge of fraternity life, setting the standard for what it means to be a man of excellence.
Every day presents new challenges, and with those challenges come opportunities to grow and adapt. Prioritizing innovation during the Forging the Future campaign has transformed these challenges into stepping stones for advancing Delta Tau Delta’s mission. It is critical for the Fraternity to prepare for future generations, experiment with fresh ideas, and remain agile in the face of change. Thanks to your generosity we are doing just that!
COMPASS MORE WAYS TO FIND YOURSELF THAN EVER BEFORE
Over the past few years, the COMPASS program has undergone many shifts and updates to best serve Delts with diverse backgrounds, skills and needs. We are pleased to announce COMPASS is growing. Delta Tau Delta has secured three partnerships that will enhance our menu of experiential education offerings under the COMPASS moniker.
These partnerships will focus on three key areas. Emerging leader skills development, seasoned leader skills application and transitional leadership focused on professional development and transferable skills. Vice President and Chief Experience Officer, Dr. Tony E. Vukusich, CFRE elaborated,
“Our mindset on the delivery of programs and experiences under the COMPASS umbrella has changed and that change enables us to more effectively deliver a larger variety of leadership and character education opportunities to our members.”
Our first partnership launch will take place at the January 2025 COMPASS session in New Braunfels, Texas. Hosted by Delta Tau Delta in partnership with LeaderShape, The Institute is a four-day immersive leadership development experience scheduled from January 2 to January 5, 2025, at T Bar M Camp. Designed to enhance participants’ leadership capacities, the program focuses on personal values, community engagement, and professional development, fostering a vision for impactful leadership.
The LeaderShape Institute hosted at COMPASS emphasizes individual leadership and integrity, helping participants identify their values and develop their leadership styles through
activities like self-assessment, long-term vision planning and team building in a camplike atmosphere.
The second partnership will focus on values and skills application in a hands-on adventurebased environment. In conjunction with Outward Bound, Delta Tau Delta is pleased to present wilderness expeditions. These adventures are about recapturing the enthusiasm of doing something new, different and difficult. Participants will tackle personal and physical challenges and re-discover their strength and energy alongside brothers and mentors. With a focus on wellness and skill-building, the Outward Bound + COMPASS program will instill a fresh sense of confidence and clarity in the participants. Stay tuned for more details in spring of 2025!
Finally, our third offering supports the transition from undergraduate to professional through a partnership with the Bunnell Idea Group by hosting a presentation of Give to Grow Live reserved just for members of Delta Tau Delta. Through an interactive and lively workshop, participants will learn how to prepare themselves for a successful career. Participants will learn about building authentic business relationships, networking, and setting the stage for future success. Mo Bunnell (Ball State, 1990) underscored,
“Every successful career hinges on two things: Doing The Work and Winning The Work. Both delivering value on the current work and developing the relationships that create future opportunities are vital for long term success.”
Stay tuned for more information to come in winter of 2025!
If you are interested in supporting the delivery of these or other programs contact Dr. Tony E. Vukusich at 317.284.0210 or Foundation@Delts.org for more information on naming and sponsorship opportunities.
Making It Happen: 2024 TOP DONORS
Each year, members of Delta Tau Delta and friends of the Fraternity and Foundation support the programs, initiatives and resources that enhance educational and personal development of our brothers. The individuals listed below represent fiscal year 2024’s top donors based on lifetime giving. Please join us in congratulating all our donors who make a significant difference in accomplishing our mission. Please use the QR code below to review the entire 2024 Honor Roll of Donors.
Robert W. Archer - Illinois Institute of Technology, 1960
Todd M. Baker - Oklahoma State University, 1979
W. Marston Becker - West Virginia University, 1974
William M. Bernick - Georgia Institute of Technology, 1980
Alan G. Brackett - Tulane University, 1982
Dennis A. Brawford - University of Washington, 1961
John A. Brock - University of Oklahoma, 1953
Millard B. Byrne - The Ohio State University, 1966
Thomas F. Calhoon II - The Ohio State University, 1970
Robert F. Charles Jr. - Wabash College, 1959
James F. Chavers - Auburn University, 1966
J. Coley Clark - University of Texas at Austin, 1968
John R. Critchfield - Friend of the Foundation
Christopher P. CrutchfieldUniversity of Missouri, 1996
James Daley - Ohio University, 1963
Steven B. Dillaway - University of Washington, 1967
Donald L. Dillingham - University of Oklahoma, 1984
F. Russell Douglass Jr. - University of Texas at Austin, 1981
Daniel Dungan - Texas Tech University, 1979
Joseph E. Eastin - Oklahoma State University, 1992
Mark E. English - DePauw University, 1964
Gregory D. Ethridge - University of Texas at Austin, 2000
Perry L. Evans - University of South Dakota, 1986
Walter C. Evans - University of Pennsylvania, 1970
Arthur E. Favre III - Louisiana State University, 1972
William D. Felder - Westminster College, 1980
Patrick Fuscoe - University of Southern California, 1972
John W. Gleeson - University of Illinois at Urbana-Champaign, 1968
Lee Grace - Western Kentucky University, 1984
Kent R. Hance - Texas Tech University, 1965
Jeffry L. Henning - Iowa State University, 1971
Richard W. Holmes - University of Cincinnati, 1964
W. James Host - University of Kentucky, 1959
Orval E. Jacobsen Jr. - Purdue University, 1965
Rory R. Jones JD - University of Idaho, 1978
Kenneth J. Kies - Ohio University, 1974
Gerald A. Kolschowsky - Iowa State University, 1961
Patrick C. Martin - University of Cincinnati, 1970
Mark W. Nichols - Kansas State University, 1991
Please use the QR code to review the entire 2024 Honor Roll of Donors.
Rosario A. Palmieri - American University, 1999
Neal H. Paul - University of Missouri, 1971
Philip C. Pauze - Auburn University, 1963
Bruce L. Peterson - University of Wisconsin-Milwaukee, 1975
Stephen Reel - Oklahoma State University, 1970
Travis O. Rockey - University of Florida, 1973
James B. Russell - Purdue University, 1975
Charles E. Safris - Iowa State University, 1963
Stephen Sanger - DePauw University, 1968
Jeffrey W. Sheets - Missouri University of Science and Technology, 1980
Wayne A. Sinclair - West Virginia University, 1968
Alan Steinberg - University of Missouri, 1961
Keith J. Steiner - Allegheny College, 1973
Daniel C. Stith CFP - Oklahoma State University, 1978
Eugene C. Thompson - The Ohio State University, 1970
E. Peter Urbanowicz Jr. - Tulane University, 1985
Gene L. VanCuren - Duke University, 1958
Vaughn O. Vennerberg II - Oklahoma State University, 1976
Steven C. Vilks - University of Minnesota, 1981
Justin A. Williamson - Southeastern Louisiana University, 2015
Frank C. Woodside III - The Ohio State University, 1966
The Road to the Green Blazer
For more than 25 years, Delts donning the iconic green blazer have been spotted at Fraternity events and gatherings as part of the most recognizable giving society – the Bethany Society. However, for most, reaching the $25,000 donation mark does not happen overnight. While the blazer is a testament to the generosity made towards the Delt Foundation, it is also a reminder that all gifts, regardless of the amount, help make an impact on current and future members of Delta Tau Delta.
Now a member of the Fraternity’s Arch Chapter, Andrew Britton (Oklahoma, 1986) began his journey to the Bethany Society just one year after graduation, making his first gift in 1987.
Recognized at the 2024 Cleveland Karnea for his induction into the Bethany Society, Britton has been a steady donor to the Delt Foundation for over 35 years.
“Once I graduated, I knew I wanted to consistently give back to the Foundation when I was able, even if it was just $10 a month. It’s great to see something small propel into something much larger throughout the years. It means a lot to me to impact the Fraternity and Foundation in this way and to ultimately be a part of the Bethany Society and a Delta Alpha Kappa donor decades after my first gift.”
With numerous educational programming opportunities for both undergraduates and alumni occurring across the country each year, donors
play a crucial role in the current and future lives of countless Delts. For the Delta Alpha alum, in order to support and improve the Fraternity, Britton believes the Foundation must be impacted first.
“The Foundation is critical to how we provide programming and educational opportunities to our members to help them live out our mission of Lives of Excellence. The growth of the Foundation is critical to the success of the Fraternity.”
The green Bethany blazer is a way to recognize donors who have provided Delts with opportunities that would not otherwise be possible. For Britton and so many other donors, giving back to the Foundation is a means to provide current undergraduates with the ultimate undergraduate experience.
“When I first graduated, some years it was easier to give than others, but to me it was important to start somewhere and continue building off of it year after year. I had a great experience during my undergraduate career and every year my contribution is a way to give someone else that legacy.”
What began as a small donation to the Foundation has now propelled Britton to membership of some of the most respected donor groups in the Bethany Society and Delta Alpha Kappa (DAK) Society. Now retired, he is able to offer his time and talent to Delta Tau Delta in ways that were once not possible. As a member of the Arch Chapter and former volunteer during Gamma Omicron’s return to Syracuse, Britton’s devotion to Delt rings true nearly 40 years after his introduction to the Fraternity.
To follow Brother Britton’s lead and set up a recurring gift or learn more about the Delta Alpha Kappa Society and Bethany Society, visit delts.org/join-a-donor-recognition-society.
bridging the gap
One of seven campuses that welcomed Delta Tau Delta during the 2023-24 school year, the University of West Florida’s road to reinstall purple and gold was embraced by many who worked to make it possible. For alumni like Scott C. McKay (West Florida, 1977), it was a reminder of the support and generosity that he was once given as an undergraduate member.
What does it mean to you to have Delta Tau Delta back at your alma mater?
“To have the chapter come back after all these years is like getting a family back. These young men will help carry on the legacy and continue to build the foundation of what so many of us were lucky enough to be a part of many years ago. I’m very proud to be even a tiny piece of the success of bringing Zeta Iota back to campus – it’s a group of top-of-the-line men who are passionate about our undergraduates and truly want to see them succeed. I think we’re really fortunate to have a great group of younger alumni who are very involved and have helped bridge the gap with current members. It’s all very inspirational. Our alumni all responded really well for our undergraduates. We had a reunion in 2022 and quickly raised more than enough money – we started at $25,000 and have cleared $100,000. We were all reminiscing on old memories, which in turn improved the chance for our undergraduates to make new ones. The support from the Central Office and the consultant group has been amazing.”
What was your motivation behind joining Order of the C— a few years ago?
“I felt privileged that I was being approached to join this group by members of the Central Office. Once you get into it, it gets pretty routine. Having these relationships with the Central Office provides a sense of personal touch that reinforces the connection with the broader spectrum of brotherhood around the county, and I think it’s very important to have these connections and conversations.”
You made your first gift to the Foundation 40 years ago. What does it mean to you to be a part of something for so long?
“Membership in Delt is truly a lifelong experience. I think back to how Delt impacted me during my undergraduate years, and I realize that giving back doesn’t take a lot – a little bit can really go a long way. I’m always impressed by how well the chapter keeps in touch with alumni, and I feel fortunate to be able to help keep this brotherhood growing. It’s a great thing to be able to provide undergraduates with a sense of the same experience that I had.”
The Order of the C— recognizes loyal Delts for their leadership-level investment in the Annual DeltFund with gifts totaling $1,000 or more yearly. In turn, the DeltFund supports the programs and initiatives that strengthen the Fraternity. Today, more than 70 percent of the Annual DeltFund revenue comes from this group of supporters. To join the Order of the C—, visit delts.org/ join-a-donor-recognition-society.
A Worthy Legacy
NORVAL B. STEPHENS
There are few within Delta Tau Delta who have been so forward thinking as Norval B. Stephens (DePauw, 1951). A champion of lifelong learning, service and loyalty to Delta Tau Delta, Stephens served on the Arch Chapter from 1988 to 1994 and was the Fraternity’s 41st president from 1992 to 1994. He subsequently served as the third chairman of the Delta Tau Delta Educational Foundation from 1995 to 2009.
On his watch as chairman, the Foundation tripled net assets of the Foundation from $4 to $14.5 million, known bequests increased from $2 to $17.9 million and grants to the Fraternity reached $6.5 million for educational and leadership programs. Following his tenure of elected and appointed service, he continued to serve as a trusted advisor and significant contributor to the Delt Foundation.
Stephens entered chapter eternal on October 17, 2023. Prior to his passing, Stephens spent years helping shape the Fraternity and Foundation, ensuring the enterprise would reach new heights in the fraternal world. A pioneer within the organization, Brother Stephens proactively crafted his own legacy within Delta Tau Delta through gifts of his time, talent and treasure to be remembered and utilized by future generations.
Notably, this DePauw Delt is credited with founding the Bethany Society in 1998 and receiving the Foundation’s Crystal Vision Award for lifetime giving and service in 2000. He was named Outstanding Volunteer of the Year among all Greek foundations in 2001 and was inducted into the Badge of Honor Shrine of the Fraternity in 2005. The Delt Foundation named Norval and Diane Stephens the Foundation’s Outstanding Philanthropists in 2020. This was the inaugural year of such recognition, and the Foundation adopted them as the award’s namesake to honor their meritorious contributions.
Stephens and his family can be credited with curating a legacy that would inspire others and building a tradition of giving upon which the Fraternity and Foundation have benefited from for many years. Together Norval and his wife, Diane, chose to solidify that legacy within Delta Tau Delta by creating a planned gift with the Foundation. This special couple understood that the future will always bring new challenges—many unforeseen. They also knew it would require additional resources to overcome them and made plans to help.
You too can help secure the future of Delta Tau Delta by joining the Heritage Society. This way of gifting offers a powerful way to craft your own legacy while ensuring that Delt is cared for long after you have entered chapter eternal. By including charitable gifts to the Delta Tau Delta Educational Foundation in your will or estate plan, you can make a significant impact on future generations of brothers. These gifts provide long-term financial stability to the Foundation, helping us fulfill our missions for years to come.
Establishing an estate gift is not complicated. Common ways are through outright bequests, charitable trusts, or as a named beneficiary of an account like a retirement plan or life insurance policy. Taking these simple actions creates a meaningful and enduring contribution that reflects your commitment to Delta Tau Delta.
Stephens is survived by his wife Diane who has been a friend of Delta Tau Delta for decades.
Heritage Society members seek to recognize the importance of those who have preceded them while ensuring that the value of Fraternity membership descends to our newest brothers. To learn more and include the Delt Foundation in your estate plans, visit delts.org/planned-giving.
CRYSTAL VISION AWARD PRESENTED
Created in 1998, the Crystal Vision Award was first awarded at the Kansas City Karnea. This honor recognizes alumni and friends of the Delt Foundation who have made financial gifts and future commitments to Delta Tau Delta of over $1 million.
At the Greatest of All Delt Events, the 2024 Cleveland Karnea, Brother Perry Evans (South Dakota, 1986) was honored as the most recent Crystal Vision recipient for the impact he has made on the Foundation. Throughout the Forging the Future Campaign, Evans made the largest estate gift in Delt history, which also ranked as one of the top five gifts in the history of the fraternal industry.
with specific emphasis on chapter presidents and health and wellness programming. Evans is one of the original visionaries of the health and wellness program and generously provided the initial funding that enabled the program to be one of the first of its kind in the fraternal world in May 2019. Through the founding of Delt’s health and wellness programming and Evans’ support, the Fraternity and Foundation can help members understand what well-being is, learn strategies to improve their well-being, and help others when they are struggling with their well-being.
During his undergraduate years, Evans was the president of the Delta Gamma Chapter. As an alumnus, the South Dakota native served as a volunteer within his home chapter, as well as at the University of Nebraska at Kearney and the University of Iowa. His dedication to Delta Tau Delta through service of his time, talent and treasure has remained a force within the organization for nearly four decades.
President of the Delt Foundation, Steve K. Vedra (Butler, 2002) said of Brother Evans “As someone who has worked with Perry over the past 10 years, I can share that he is a problem solver, thoughtful thinker and someone who deeply cares about the undergraduate experience. He is always willing to take a phone call and offers his input and skills when needed.”
Making his first gift to the Foundation in 1987, his philanthropy and generosity have made a profound impact on Fraternity programs, especially those
The Fraternity and Foundation thank and congratulate Perry Evans for his gracious contributions to improve the lives of Delts present and future. To learn more about ways to make a financial difference within Delta Tau Delta, visit delts.org/ways-to-give.
Investment direction of the Foundation’s assets is provided by UBS Financial Services, Inc. with input by the Investment Committee and approval of the Foundation’s Finance Committee. UBS utilizes a dynamic asset allocation strategy to manage the Delta Tau Delta Educational Foundation portfolio. This strategy systematically and dynamically manages equity risk within the portfolio by effectively combining UBS wealth management’s fundamental and quantitative research teams’ guidance. Rather than simply setting a target allocation and rebalancing back to those allocations independent of market shifts, the UBS approach will dynamically shift the overall allocation between growth and safe assets to better reflect market opportunities and risks. The shifts are done within the asset allocation guidelines outlined within the Foundation’s investment policy statement. This dynamic approach not only produces superior performance over full market cycles but also better reflects the non-profit’s “in perpetuity” time horizon. The table below details the Foundation’s current allocations.
ADDITIONAL INVESTMENTS
The Delta Tau Delta Educational Foundation no longer holds Alternative Investments. All invested assets are now managed through our relationship with UBS.
INVESTMENT PHILOSOPHY
Through reasonable care, skill, and due diligence, the investment strategy of the Delta Tau Delta Educational Foundation is focused on optimizing long-term performance while achieving a moderate risk level. The long-term goal is to generate a 4% real return in excess of the Consumer Price Index.
The Delta Tau Delta Educational Foundation’s Investment Policy looks to the Uniform Prudent Management of Institutional Funds Act for guidance. It also looks for guidance from the Investment Management Code of Conduct for Endowments, Foundations and Charitable Organizations.
WARMEST GREETINGS!
I fondly recall my first gift to the Delta Tau Delta Educational Foundation in 1986, just five years after its inception. At the age of 29, I contributed $25.00 to what we now know as the Annual DeltFund. My journey with the Delt Foundation likely mirrors yours; many of us made our first contributions out of loyalty to our Fraternity. For me, it was a heartfelt expression of gratitude for the profound impact Delt has had on my life. I continue to give because I believe in the transformative effects our contributions can have on future generations.
This past August, we celebrated the successful conclusion of the Forging the Future Campaign, the largest fundraising effort in the Fraternity and Foundation’s history. While the financial achievements are impressive, the true significance lies in the positive influence we are having on the Delt experience and the overwhelming support from our community. Thank you for being an integral part of our collective success. Whether this marks your first year of giving or your fiftieth, know that your generosity is making a real difference.
Every gift and milestone we achieve together elevates our commitment to excellence. On behalf of the board of directors and the staff of the Delt Foundation, I encourage you to deepen your engagement, broaden your vision, and connect more fully with our mission. I invite you to join me in prioritizing the Delt Foundation as a key focus of your philanthropy. Together, we can achieve remarkable things.
Thank you sincerely for your generosity and support!
Fraternally,
Michael D. Shonrock, Ph.D. | Western Illinois University, 1979 Chairman of the Board, Delta Tau Delta Educational Foundation
CHAIRMAN
Michael D. Shonrock | Western Illinois University, 1979
DIRECTORS
Anthony J. Albanese | American University, 1996
J. Coley Clark | University of Texas - Austin, 1968
Timothy P. Cullen | Tulane University, 2009
Daniel A. Dungan | Texas Tech University, 1979
Gregory D. Ethridge | University of TexasAustin, 2000
John W. Gleeson | University of Illinois, 1968
Kent R. Hance | Texas Tech University, 1965
Jeffry L. Henning | Iowa State University, 1971
Rory R. Jones | University of Idaho, 1978
Gregory N. Kazarian | University of Illinois, 1984
Jerry R. Kerkman | Lawrence University, 1979
William V. McMeans | University of Texas – Austin, 1980
P. Chris Mickel | Ball State University, 1995
Alexander R. Schriver | Auburn University, 2010
Scott M. Sinner | University of North Dakota, 2000
Daniel C. Stith | Oklahoma State University, 1978
James C. Wisbrock | University of Missouri, 1999
LIFE DIRECTORS
Murray M. Blackwelder | Baker University, 1969
John A. Brock | University of Oklahoma, 1953
Dennis A. Brawford | University of Washington, 1961
Thomas F. Calhoon, II | Ohio State University, 1970
Robert F. Charles, Jr. | Wabash College, 1959
Daniel L. Earley | University of Cincinnati, 1965
W. James Host | University of Kentucky, 1959
David B. Hughes | Ohio Wesleyan University, 1961
Keith J. Steiner | Allegheny College, 1973
foundation staff
Steve K. Vedra | President
Tony E. Vukusich | Chief Experience Officer
Nicholas R. Zuniga | Chief Administrative Officer
Pamela Eicher | Executive Assistant
Zane Glotzbach | Assistant Director of Advancement Operations
Andrew M. Krawczyk | Assistant Director of Advancement
Abby M. Paragon | Assistant Director of Communications & Stewardship
Nicholas T. Pidgeon | Director of Enterprise Technology
Paul F. Schmidt | Director of Major Gifts
...deepen your engagement, broaden your vision, and connect more fully with the mission of the Delta Tau Delta Educational Foundation.
