2023 Year in Review

U DELTA

Year in Review 2023 DELTA TAU August 1, 2022 - July 31, 2023

Year in

Contents Upfront Who We Are................................................................2 Shared Values..............................................................2 The Creed of Delta Tau Delta..................................3 Letter from the President.........................................5

News & Highlights By the Numbers..........................................................8 Top Donor Groups......................................................9 A Note on the Power of Belonging...................... 10 Belonging on the Board of Directors.................. 11 Honoring Maurie J. Phelan.................................... 12 Delt Foundation Recognized for Excellence...... 14

Your Impact The Fischbach Medical Scholarship Fund.......... 18 Compass Weekend.................................................. 20 A Mother’s Perspective on Belonging................ 22 Q&A: Belonging in All Seasons of Life................ 26 Catalyst...................................................................... 28 The Kershner Scholar Program............................. 30 Clark Alumni Council.............................................. 32 Q&A: A New Way to Belong................................. 34

Financial Statements Financial Position.................................................... 38 Investment Report................................................... 40

Letter from the Chairman........................................... 42 Board and Staff............................................................. 43

DELTA TAU DELTA YEAR IN REVIEW 2023

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Who We Are Since its founding in 1981, the Delta Tau Delta Educational Foundation has granted over $26,000,000 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, selfrestraint, 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.

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The Creed of Delta Tau Delta

I BELIEVE in Delta Tau Delta for the education of youth and the inspiration of maturity so that I may better learn and live the truth.

I BELIEVE in Delta Tau Delta as a shrine of international brotherhood: her cornerstone friendship, her foundation conscience, her columns aspiration, her girders selfrestraint, her doorway opportunity, her windows understanding, her buttresses loyalty, her strength the everlasting arms.

I BELIEVE in Delta Tau Delta as an abiding influence to help me do my work, fulfill my obligations, maintain my self-respect, and bring about that happy life wherein I may more truly love my fellow men, serve my country, and obey my God.

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From the President

Greetings!

What an extraordinary year it has been for the Delta Tau Delta Educational Foundation and indeed the Fraternity. Thank you hardly seems adequate in expressing our gratitude for your investment in Delta Tau Delta. Because of your generosity, we have experienced tremendous success in our chapters, and on our campuses and witnessed the critical growth and development of our members.

A common thread that has emerged over the past year is the power of belonging. Our members are not looking for a place to fit in, they are looking to belong. They are seeking to be accepted—championed for their strengths and challenged to grow from their weaknesses. Take pride in knowing that your support is a catalyst for lifelong belonging in Delta Tau Delta.

The need to belong does not rest in one age group or demographic but is a lifelong necessity. In our work, we see the power of belonging in all that we do. We witness the change it activates in a shy young man from rural America who has found his home in Delt and flourishes. We also observe the transformational properties belonging has on our volunteers who find their place and voice guiding our young members. You too belong.

Belonging has the power to change lives and indeed futures. The power to facilitate belonging rests in each of us, thank you for instilling it in countless Delts through your generosity. Enjoy this look back at the accomplishments of the 2023 Fiscal Year.

Fraternally,

Steve K. Vedra | Butler University, 2002 President, Delta Tau Delta Educational Foundation

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News & ighlight 6 DELTA TAU DELTA YEAR IN REVIEW 2023

DEL

DELTA TA

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By the NUmbers

August 1, 2022 July 31, 2023

$3,401,098 RAISED FY23

130 CHAPTERS & COLONIES

8,217 U N D E R G R A D U AT E S

4,920 GIFTS

2,065 DONORS

$3,256,325.00 G R A N T S F O R E D U C AT I O N A L S P A C E

$37,445.81 NEED-BASED GRANTS

$59,800.00

86

PRESX PA RT I C I PA N T S

889

C O M PA S S PA RT I C I PA N T S

468

KARNEA PA RT I C I PA N T S

4,220

MEMBERSHIP I M PAC T S T U DY PA RT I C I PA N T S

822

VOUNTEERS ( F R AT E R N I T Y & F O U N D AT I O N )

SCHOLARSHIPS

$3,863,689.10 T O TA L E D U C AT I O N A L GRANTS, SCHOLARSHIPS AND FELLOWSHIPS AWA R D E D BY T H E D E LT F O U N D AT I O N

$500,000 G R A N T S D I R E C T LY T O T H E F R AT E R N I T Y

Day of Giving

$649,066 $40,118.29

RAISED

P R O G R A M AT T E N D A N C E FELLOWSHIPS

354 GIFTS

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Top Donor Groups Heritage Society Ohio University – 5 Friends of the Foundation – 5 American University – 4 Cornell University – 4 Indiana University – 4

Order Of The C— Butler University – 9 Friends of the Foundation – 8 Iowa State University – 8 Purdue University – 8 Tulane University – 8 Oklahoma State University – 7 University of Georgia – 7

Delta Alpha Kappa Society University of Southern Mississippi – 7 American University – 6 Southeastern Louisiana University – 6 Ohio State University – 5

Bethany Society Ohio State University – 24 University of Texas - Austin – 24 Oklahoma State University – 18 University of Cincinnati – 14 University of Missouri – 14 University of Oklahoma – 12

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W

e have the awesome responsibility of nurturing a brotherhood of more than 140,000 living Delts across all seasons of life. The needs of our membership are diverse and ever-changing as is the very landscape in which we exist. The constant that sustains us is the desire to belong — not merely fit in — to be accepted despite our flaws and championed for our strengths.

The concept of belonging, on its surface, seems simple; however, in reality, is quite complex. Belonging accounts for authenticity, mutual trust and understanding, and requires a desire to recognize every person as an inherently worthy human. Belonging is the opposite of fitting in, it requires each of us to be exactly who we are and expect nothing less from those around us. World-renowned speaker, writer and professor Brené Brown theorized,

A Note on the Power of Belonging By Dr. Tony E. Vukusich, CFRE

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“Fitting in is about assessing a situation and becoming who you need to be to be accepted. Belonging, on the other hand, doesn’t require us to change who we are; it requires us to be who we are.”

In a 1943 paper, A Theory of Human Motivation, Abraham Maslow outlined a hierarchy of needs that placed belonging squarely at the middle of his pyramid. Just above things like air, food, water and shelter, belonging is a critical need of every human being. Maslow described belonging as, “Being comfortable with and a connection to others that results from receiving acceptance, respect, and love.”

As a fraternal organization, belonging is our very lifeblood. Join us as we explore the power of belonging, the impact belonging has on our members, and the part that belonging plays in our philanthropic endeavors.

There is nothing quite like the feeling of belonging. What does belonging mean to you?

Belonging on the Board of Directors

Rory R. Jones

The Delta Tau Delta Educational Foundation Board of Directors is pleased to announce the appointment of its newest directors. During the 2023 fiscal year, Rory R. Jones (University of Idaho, 1978), Jerry R. Kerkman (Lawrence University, 1979), and Craig A. Luke (Ohio Wesleyan University, 1985) were elected to 4-year terms on the board. These new additions bring immense talent and a variety of experiences to the board. Please join us in welcoming and congratulating our newest board members!

Jerry R. Kerkman

Craig A. Luke

(University of Idaho, 1978)

(Lawrence University, 1979)

(Ohio Wesleyan University, 1985)

Jones is a resident of Boise, Idaho, and received his undergraduate and law degrees from the University of Idaho. In 1996, after many years in the legal field, he co-founded the firm now known as Jones Williams Fuhrman Gourley, P.A. Jones has volunteered with Delt in various roles since his initiation. He is also an advocate for public education, serving as a school board member for the Boise School District board of trustees for 25 years, where he acted as President for eight years.

He is recognized annually as a member of the Order of the C— and holds membership in the Bethany Society. Jones has reached Al Sheriff Associate status for his lifetime giving to the Delt Foundation.

Kerkman is a resident of Milwaukee, Wisconsin. Following graduation from Lawrence University, he served two years as a Chapter Consultant for the Delta Tau Delta International Office. Kerkman went on to earn a law degree from the University of Wisconsin Law School. Today, Kerkman is a shareholder of the firm Kerkman and Dunn. His practice focuses on commercial financial transactions, business restructuring, mergers and acquisitions, personal planning, complex business litigation, and more. Kerkman is recognized annually as a member of the Order of the C— and holds membership in the Bethany Society. He has reached Hugh Shields Associate status for his lifetime giving to the Delt Foundation.

Luke is a resident of Stone Mountain, Georgia. Early in his career he moved to the metro Atlanta area and established himself as a leader in the banking industry. He spent more than 11 years at the Federal Reserve Bank of Atlanta and another five at the Federal Reserve Board. Luke went on to receive an MBA from Georgia Tech.

He recently retired from Fifth Third Bank as Vice President, Senior Credit Risk Review Officer. Before joining the Delt Foundation board, Luke served on the Ohio Wesleyan University board of directors and was a member of the Delt Foundation’s audit committee.

He is recognized annually as a member of the Order of the C— and reached Founders’ Circle status for his lifetime giving to the Delt Foundation.

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Honoring Maurie J. Phelan Please join the Delta Tau Delta Fraternity and Educational Foundation in honoring the faithful service of Maurie J. Phelan who retired on September 1, 2023, after 20 years on the Foundation staff. She was a true champion for Delta Tau Delta and indeed the fraternal community.

Many recall her welcoming smiles at countless Fraternity and Foundation events including nine Karneas. In August, Phelan was recognized as the 2023 William D. Jenkins Outstanding Foundation Professional from the Foundation for Fraternal Excellence for the energy, focus, loyalty and integrity she devoted to Delt for two decades.

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K

nown for streamlining and updating procedures to benefit the entire organization, some of Maurie’s accomplishments over the last 20 years at Delta Tau Delta include: f Administered $24.6M in grants to the Delta Tau Delta Fraternity, its chapters and members f Wrote 500+ executive committee motions f Planned and executed 41 Foundation board meetings, taking minutes for each f Developed and oversaw 18 annual budgets; managed 20 successful audits f Provided staff leadership for four comprehensive fundraising campaigns f Directed the Foundation’s transition from a volunteer investment committee to an outside Chief Investment Officer f Served as a valued advisor to Ken File and Steve Vedra during their service as Foundation President f Developed and maintained significant relationships with key donors and board members resulting in confidence within the organization and multiple leadership gifts including those of more than $1 million At the April 2023 Arch Chapter and Foundation joint meeting the Foundation board of directors unanimously adopted a proclamation honoring Maurie’s service. Commenting on her achievements Delta Tau Delta Educational Foundation board member and former treasurer, John W. Gleeson (University of Illinois at UrbanaChampaign, 1968) stated, “We would not be the organization we are today without Maurie Phelan! She is just as much a part of our Delt success as our donors and alumni because she has been such a great steward of our resources.”

Once again, please join us as we celebrate the achievements and retirement of Maurie J. Phelan!

Thank you for twenty years of service, Maurie!

“We would not be the organization we are today without Maurie Phelan! She is just as much a part of our Delt success as our donors and alumni because she has been such a great steward of our resources.”

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DELT FOUNDATION RECOGNIZED FOR EXCELLENCE Delta Tau Delta’s history with FCA began with

a former editor of The

Rainbow, Frank Rogers (Stanford University, 1899), who played a significant role in its formation leading up to its founding in 1923.

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he Delta Tau Delta Educational Foundation was honored with two Awards of Distinction at the 2023 Foundation for Fraternal Excellence (FFE) and North American Interfraternity Conference (NIC) Seminar recognizing the success the Forging the Future Campaign has garnered since its inception.

The Foundation also took home an award during the 2023 Fraternity Communications Association (FCA) Conference. Held in Indianapolis in May, the conference celebrated FCA’s 100th anniversary.

The FFE exists to support organizations and individuals invested in developing the next generation of fraternity/ sorority leaders. In collaboration with its Alliance Partners, the FFE serves a membership consisting of more than 60 fraternal foundations, including their professionals and volunteers.

As a professional association, FCA comprises fraternities and sororities to enhance fraternity communications through exchanging ideas, experiences and information.

For 2023, FCA received hundreds of submissions for consideration throughout five award categories.

Best Planned Gift Effort With more than 70 individual donors and nearly $12 million in new planned gifts documented since the launch of the Forging the Future Campaign, the Foundation was recognized with the Award of Distinction for Best Planned Gift Effort. The Delt Foundation used a strategic omnichannel approach that included face-toface solicitation, email, direct mail, social media, web, and print media. Delta Tau Delta is proud to provide members with consistent messaging across every platform.

Delt fundraising history, the Forging the Future Campaign has now entered its final year. Success continues to be derived from combining efforts that secure a blend of annual gifts, major gifts, and estate gift commitments to form a holistic support structure.

Gifts of $10,000 or more account for more than $9.3 million of total cash commitments to date from 285 unique gifts. This historic investment in Delta Tau Delta is a testament to the transformation experience that membership in the Fraternity provides.

Specific Purpose Website: Forging The Future Campaign The Delta Tau Delta Educational Foundation was recognized by the Fraternity Communications Association (FCA) during its 2023 conference. FCA presented the Foundation with a second-place award for specific-purpose website recognizing the Forging the Future Campaign site.

Judges commented on the storytelling, great imagery and clean design. “I appreciate the theme continuation throughout the section. Everything is focused on ‘the future,’ which ties directly to the purpose of this campaign,” said one judge.

The Forging the Future Campaign site highlights the campaign priorities, contributors and leadership, while giving visitors a deeper understanding of what it means to forge the future of Delta Tau Delta. The site is intended for all those who wish to contribute to the Campaign or learn more about its mission.

Incredibly, the planned gift effort resulted in the single largest documented planned gift in the Delt Foundation history at $5.3 million.

Best Major Gifts Development Effort The Delta Tau Delta Educational Foundation was recognized with the Award of Distinction for Best Major Gift Development Effort. The largest comprehensive development effort in

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our Impac

DELTA TAU DELT

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Benefits of Belonging

Michael J. Schuller (University of South Florida, 2019) FISCHBACH MEDICAL SCHOLARSHIP RECIPIENT 2023

E

ntering his final year of medical school at Kansas City University, Michael J. Schuller (University of South Florida, 2019) has relied on hard work and determination since his time rechartering the Epsilon Pi Chapter as one of the Alpha class members. A first-generation American, Schuller has always lived by the mantra “it takes a village,” something that has become apparent while achieving his bachelor’s and eventual doctoral degrees.

“I wouldn’t have joined Delt if I didn’t feel like I belonged there, and it wasn’t where I was meant to be. Our class was a group of very high-achieving members who were focused on our studies and looked for ways to support each other in the next steps of our lives. The support each member provided and received was strong,” said Schuller.

A diverse group from a variety of backgrounds, Schuller states that he and his fellow Alpha class brothers always found a common ground between members and leveraged it into support for one another.

The support that Schuller gave, and received, as an undergraduate Delt is now the benchmark he uses for assessing new relationships and endeavors.

He recently experienced the power of belonging to Delta Tau Delta come full circle. Schuller was selected as the 2023 recipient of the Fischbach Medical Foundation Scholarship awarded by the Delt Foundation. Receiving the Fischbach Medical Scholarship has provided mental and financial relief as he used the funds to offset the costs of tuition. Accepted into Kansas City University without ever having visited the city, Schuller credited his ability to successfully take that giant leap to the courage he found in Delt.

“Through Delt and my studies at the University of South Florida, I was able to find a strong support system that prepared me for the next step and helped me conquer challenging situations without ever feeling overwhelmed.”

As for his future, Schuller hopes to get involved with members on campuses and help them find their belonging and sense of community within Delt and their undergraduate experience. As an undergraduate, he looked for a brotherhood with like-minded individuals who wanted to improve themselves and those around them, and he plans to instill that into the next generation of Delts.

“I’d love to help mold them into successful young men and facilitate the same influential type of experience that I was fortunate enough to have.”

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“It is easy to say that ‘I want to give back,’ but in reality, I want to do something that is helpful and beneficial to all my Delt brothers and undergraduates.”

The Fischbach Medical Scholarship Fund The Fischbach Medical Scholarship Fund, named in honor of Dr. Howard P. Fischbach, provides scholarships to members of Delta Tau Delta who are third and fourth-year medical students. Initiated by a sum of $15,000 contributed by the late Dr. Fischbach, Kenyon, 1906, the program’s funding has been increased by donations from friends and family of Dr. Fischbach and invested in income-producing securities. Scholarships are awarded annually in the form of grants to worthy Delts pursuing medical degrees. To learn more about the scholarships available through the Delta Tau Delta Educational Foundation visit Delts.org/scholarship-list.

—Donald R. May (Sam Houston State University, 1969)

Gifts supporting the scholarship program can be made via the Forging the Future Campaign at ForgingTheFutureCampaign.org or by scanning the QR code.

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Development Through Belonging

“I got to meet a lot of people that, at

first, we thought we didn’t have much in

common other than being Delts, but

then we realized

our similarities and had some great conversations. It

was awesome to be able to share ideas that we all thought might be able to help each other’s chapters and learn what others are doing. I’m excited to go back to my chapter and implement some of

The Delt Foundation was proud to support the inaugural Compass weekend, Delt’s personal development experience focused on providing participants with the skills and tools needed to be successful on campus and in life. Attendance was free of charge thanks to funds graciously provided by the Fraternity and Foundation. A few attendees shared key takeaways they learned from the weekend spent at the Beta Alpha Shelter.

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these ideas and the concepts I learned this weekend.”

—Brandon Mahgerefteh (Chapman University, 2026)

What Brothers are Saying “The overall Compass experience has been beneficial, because instead of taking the approach of using tips to try to improve our chapter as a whole, instead, we’re learning how to be more introspective

“I learned about how to be more vulnerable as a man, both to myself and to my fellow brothers. I found this valuable because it’s something that can help avoid mental breakdowns and keep us functioning how we’re supposed to be

and better ourselves

properly functioning.”

first before we

—Logan L. Amick (University of Idaho, 2022)

extend ourselves to our chapter. I think it’s important to be the best version of yourself before you try to help others.”

—Brayden T. Lawless (University of Louisiana – Lafayette, 2022)

“I really enjoyed seeing the Rite of Iris performed outside of my chapter and it was interesting to gain a different perspective on it. Being able to meet brothers outside of my own bubble was a great experience and it was easier to emotionally open up in small groups after creating those initial bonds the first night. I’m really thankful that Delta Tau Delta provided me this opportunity, and that I was able to create new friendships with brothers I wouldn’t have had the chance to meet if it weren’t for this Compass weekend.”

—Ethan N. Pocorello (Southeastern Louisiana University, 2026)

Compass is supported in part through grants provided by the Delta Tau Delta Educational Foundation directly to the Fraternity. This fiscal year, the Delt Foundation provided grants totaling $3,889,757 in support of programming resources and developmental experiences. Gifts that enhance our ability to provide transformative experiences can be made to the Forging the Future Campaign Fund at ForgingtheFutureCampaign.org or by scanning the QR code.

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Support undergraduate experiences like the one Kevin had by renewing your support to the Annual DeltFund at Delts.org/give or by scanning the QR code.

A Mother’s Perspective on Belonging Suzette Lagumbay, Mother of Kevin L. Melko (University of Mississippi, 2023)

F

or most, joining a fraternity happens early in the collegiate experience and extends for most of your undergraduate days. For Kevin L. Melko (University of Mississippi, 2023), the path to belonging was a bit different. During his senior year, Melko was one of 42 men who rechartered the Pi Chapter and returned the Delt flag to the University of Mississippi in April 2023, one month before his graduation from the school of business. Melko’s mother, Suzette Lagumbay, was fortunate to attend the chartering ceremony and attributes much of her son’s personal growth to joining Delta Tau Delta.

“To see my son be a part of this new adventure was quite impressive. It was a collaborative effort from so many people, including those a part of the Fraternity, the men from the Auburn University chapter who traveled to initiate them and those on campus who helped make it a possibility.”

New to the fraternal world, Kevin is the youngest of Lagumbay’s children, and the first to pursue Greek life. Unfamiliar with this aspect of the college experience, Lagumbay was a bit hesitant upon hearing Kevin’s decision to join the Fraternity, but she ultimately thought it could be a good way to further develop his social skills. At age three, Kevin was diagnosed with Asperger’s Syndrome, marking a slight difference in his social awareness.

Lagumbay credits Delt with allowing him to step out of his comfort zone.

Lagumbay commented, “His membership in the Fraternity has given him a new level of confidence. The morals and beliefs that Delt carries really help him take care of himself as a young gentleman. Society places such high standards on young men so it’s encouraging that this fraternity establishes the belief of taking care of yourself first and then extending yourself to your brothers and your community.”

As a brotherhood that’s stood tall for more than 165 years, it’s no surprise that

traditions within the Fraternity remain just as strong. Lagumbay commends the educational opportunities that help uphold the values of the organization that are made possible by the generous donors of the Delt Foundation. She states that those who invest in the Fraternity truly believe in what they do and help empower men after them to continue such strong traditions.

While it took many minds to complete this puzzle, Suzette extends her sincerest thanks to Jennifer and Lee Manske for soliciting so much support and credits all the wonderful parents who instilled a high level of respect and strong morals in their sons to prepare them for the expectations of Delta Tau Delta.

“Somehow, I was one of the parents who was fortunate enough to have a place in this experience. Attending the chartering was just a small ‘Thank You’ to this Fraternity for everything it’s done for Kevin,” she said. “He knows now that if he wants to create change, he can.”

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Belonging In All Seasons of Life Michael J. Underkofler (University of North Carolina – Chapel Hill, 1984)

Belonging 26 DELTA TAU DELTA YEAR IN REVIEW 2023

The power of belonging stretches far beyond undergraduate years. As Michael J. Underkofler (University of North Carolina – Chapel Hill, 1984) realizes, the impact that alumni can make on its members, whether it be through volunteering or gifts to the Foundation, is crucial to the success of each chapter.

Q: What initially motivated you to give your time, talent and treasure to Delt?

A: Initially, giving to Delt was easy as I could see the direct benefits to my chapter. Donations to the Foundation were just supplemental because of the positive experiences that members were gaining through the Fraternity. As a current chapter advisor, I see the impact the Foundation makes on our young men, and it provides services that chapters cannot do alone.

The results are there: the hallmarks of a productive, balanced, and gentlemanly life are strengthened in our young men because of the support of the Foundation.

Q: How has Delt continued to play a role in your adult life?

A: Several of my Fraternity brothers were at my wedding. After that, because of constant job moves, I was horrible at keeping in touch. Yet today, technology has made it so easy to connect. I love hearing and seeing what everyone is up to. A brother will take time out of his busy travel plans to drop by and see me on his way to visit family. We’re able to reconnect and reminisce on good college memories.

Q: What does “belonging” mean to you? How does Delt help its members find their sense of belonging?

A: We are a diverse, large and respectful organization.

It is quite easy to partner up with someone in your chapter who supports your academic goals, hobbies

or someone who can even help gain entrance into a specific career. Connections are easily formed and soon become unbreakable thanks to Delt.

Q: How has the creation of the Military Delts Fund and the affinity group deepened your association with Delt?

A: As an alum, I very much enjoy seeing what those who are presently serving in the military are doing. Their challenges are great, and they carry them out very well. Helping to support young Delt men who want to go into the military or law enforcement with my contributions helps me to support those who will be asked to provide a service to their nation or community that few willingly perform.

“Sustained giving, no matter the size, helps tremendously to deliver consistent offerings and services for our men. Possibly at no other time in collegiate history do our young men need sustained positive modeling, help and guidance than they do now.”

Underkofler has supported the Delt Foundation for more than 20 years. He is recognized as a member of the Delta Alpha Kappa Society and the Order of the C—. His philanthropic priorities include the Annual DeltFund and the Military Delts Leader Development Fund. Join the Order of the C— at Delts.org/give or by scanning the QR code.

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A Catalyst for Belonging T

he Delta Tau Delta Educational Foundation is proud to provide significant funding for Catalyst: A Volunteer Coaching Summit. We are committed to supporting our volunteer leadership in their endeavor to build stronger relationships with our undergraduates through mentoring and coaching. These relationships are the cornerstone of healthy chapters where our members experience the feeling of true belonging.

Hosted biennially, Catalyst is also an investment in personal development and growth for our volunteers. The skills amplified and honed at Catalyst benefit the participants in all aspects of their lives. Below are just a few of the opportunities that participants experience: f Practice coaching in real-time conversations. f Analyze direct feedback on the personal effectiveness of coaching conversations. f Explore adapting coaching style in real-time based on mentee and mentee’s response.

f Explore how coaching may help to manage conflict constructively. f Explore alignment between personal and organizational values. f Create intentional relationships with mentors and mentees based on mutual trust, respect, and support.

f Identify the impact of positive coaching and mentoring on professional and organizational roles. f Reconcile the relationship of personal goals with the goals of those being coached/ mentored.

One of the most powerful ways for the Fraternity to enhance the performance of its leaders is not by giving them orders, providing them with shortcuts, or solving their problems for them. Instead, the Fraternity helps students develop the capacity to solve bigger and more complex challenges through proper mentoring and coaching which in turn facilitates belonging for all parties involved. Catalyst will be held once again in the fall of 2025.

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What Brothers are Saying “I thought the subject content

“It was a great experience that granted valuable leadership/growth

was some of the best I’ve

opportunities and will lead to lifelong personal and professional bonds.

encountered in my career. I really

It was great to meet up with our current chapter advisor and hear that

thought the time was worth it.

our chapter continues to extend opportunities to young men.”

However, broadening my Delt

—Alex B. Baumgarten (Grand Valley State University, 2015)

network by meeting brothers from around the country as well as the Regional Governors was my favorite aspect.”

“This was my first experience

“I am blessed to have had the

with Catalyst and I found it very

opportunity to grow personally

inspiring and worthwhile.”

and professionally.”

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Belonging to Something Bigger

Keenan O. Conley (Morehead State University, 2023)

OUTSTANDING KERSHNER SCHOLAR

F

or Keenan O. Conley (Morehead State University, 2023), the desire to become a Delt began before his classes even started. On Conley’s first day on campus, a professor, with a family connection, told him he was the advisor of the Zeta Zeta Chapter of Delta Tau Delta and to, “holler if you ever need anything.” The simple gesture from Dr. Darrin L. DeMoss (Morehead State University, 1989) provided comfort as he began a new stage in his life. After attending a crawfish and cornhole event and networking with some of the members, Conley was instantly hooked.

More recently, Conley’s commitment to academic excellence propelled him toward being recognized as the 2023 Outstanding Kershner Scholar.

Receiving this competitive scholarship further underscored the power that belonging to Delta Tau Delta can have when coupled with a commitment to excellence. Now, four years later, Conley is a fresh graduate attending medical school at the University of Kentucky. Though graduating and beginning medical school comes with new challenges, Conley credits the example that upperclassmen set for him along the way.

“Throughout my four years as an undergraduate member, I always felt 30 DELTA TAU DELTA YEAR IN REVIEW 2023

equal to my brothers, regardless of their age or time in the house. When I joined, the upperclassmen were extremely passionate about Delt’s status on campus, and I learned to carry that same mentality in hopes of leaving the chapter just as strong as when I joined it.”

Along with his graduating class, Conley’s goal was to leave a legacy with younger members by instilling strong values in hopes that the chapter would remain strong for years to come.

Belonging to Delta Tau Delta took on a new meaning when Conley took advantage of the opportunities to attend larger events offered by the Fraternity.

For example, Conley was fortunate to attend Karnea and take part in the Rite of Iris ceremony. This experience had a profound impact on his view of Delt, outside of his own chapter.

“To help conduct such a meaningful ceremony just further fueled my connection and gratitude towards the Fraternity. To be able to experience Delt as something larger than just Zeta Zeta taught me several lessons that I was able to take back to my chapter and implement. It was really an awesome experience.”

Eager to connect with brothers near and far once again, Conley intends to attend the 2024 Cleveland Karnea.

“As much as anything else, the Delta Tau Delta experience helped prepare me for the challenges that followed college. You might not immediately realize its value, but the preparation for work, community and family life is immense. And creating and nurturing friendships that last a lifetime is priceless.”

The Kershner Scholar Program The Delta Tau Delta Educational Foundation is pleased to continue the tradition of recognizing young Delts who have a strong commitment to academic excellence and lifelong learning. The Kershner Scholar program was created in the 1970s to encourage consistent academic achievement and improvement. It is named after Fred Kershner (Butler University, 1937) who is a past international president of Delta Tau Delta and the longest-serving director of academic affairs in the Fraternity’s history.

—Jim A. Eskin (The George Washington University, 1975)

To learn more about the scholarships at the Delta Tau Delta Educational Foundation visit Delts.org/scholarship-list or scan the QR code.

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Clark Alumni Council Drives Engagement 32 DELTA TAU DELTA YEAR IN REVIEW 2023

2023 Clark Alumni Council Justin B. Archote (Southeastern Louisiana, 2017) Landon E. Bahl (North Dakota, 2015) Bryson Brown (Kansas, 2019) Tim P. Cullen (Tulane, 2009) Adam DeLand (Eastern Michigan, 2013) Cody J. Dewrell (Kennesaw State, 2014) Evan R. Finkelstein (Carnegie Mellon, 2014) Taylor Gage (Hillsdale, 2010) Raymond R. Goulet (Maine - Orono, 2015) Benjamin T. Grothe (Iowa, 2017) Austin Hastings (Western Kentucky, 2014) Connor S. Hollrah (Westminster, 2015) Cody L. Keim (UCLA, 2016) Christopher G. Law (Marietta, 2010) Andrew LaGrone (Nebraska - Lincoln, 2013) Rian Mehta (Florida Institute of Technology, 2013)

T

he Delta Tau Delta Educational Foundation proudly launched the Clark Alumni Council in 2023 as a part of a comprehensive effort toward providing additional pathways for alumni engagement. Council members are exposed to various volunteer opportunities and are committed to giving their time, talent and treasure toward the betterment of Delta Tau Delta.

Currently, 30 alumni, with graduation years ranging from 2009-2021, represent Delta Tau Delta in this new venture.

Named in honor of Supreme Court Justice Thomas C. Clark (University of Texas - Austin, 1922), the Clark Alumni Council provides meaningful volunteer opportunities at a national level through the Delta Tau Delta Educational Foundation.

Known as “The Man with the Bow Tie,” Brother Clark’s favorite expression was “Once a Delt, always a Delt.” Clark also envisioned the Fraternity’s Undergraduate Council, giving undergrads a seat at the table during critical discussions impacting the Fraternity’s future. It’s no surprise that as the 28th president of the Fraternity, Clark’s primary goal was to develop an even closer relationship among graduates, alumni and the Arch Chapter. The Clark Alumni Council embodies that sentiment by engaging Delts and strengthening personal and professional networks on a national level in the years following graduation to uphold a lifelong commitment to Delta Tau Delta.

Andrew G. Oguich (Robert Morris, 2017) Geoff Plourde (Pepperdine, 2014) Nathan C. Ply (Kettering, 2012) Joseph A. Quenga (Georgia Southern, 2009) Brooks P. Rahaim (Southern Mississippi, 2019) Graham C. Reeves (Case Western Reserve, 2012) Adam T. Rice (Missouri Science and Technology, 2021) Ryan L. Ring (Wisconsin - Eau Claire, 2019) Dustin D. Santjer (South Dakota, 2017) Andrew M. Schreiner (Iowa, 2014) Alex R. Schriver (Auburn, 2010) Daniel C. Shorts (American, 2011) Scott D. Snyder (Kettering, 2012) Jackson W. Vaught (Vanderbilt, 2016)

To learn more, visit Delts.org/clark-alumni-council or contact Senior Director of Advancement, Vince A. Russo (Robert Morris, 2017).

A New Way to Belong Graham C. Reeves (Case Western Reserve University, 2012)

A New Way

34 DELTA TAU DELTA YEAR IN REVIEW 2023

One of the first members of the Clark Alumni Council, Graham C. Reeves (Case Western Reserve University, 2012) is learning the ropes in his new role with Delt. From being an undergraduate member, to an employee of Delt as a Chapter Consultant, to now a volunteer with the Clark Alumni Council, Reeves has experienced Delta Tau Delta in more ways than one.

Q: How would you describe your undergraduate experience as a member of Delta Tau Delta?

A: For me, it was important to find a small subset in a large group, which was finding Delt at Case Western. Coming from a small high school, I knew I needed to latch onto people who had like-minded interests and values. Within Delt, I gained a sense of belonging and knew my brothers would hold me accountable and impact my personal life.

Q: Being a former Chapter Consultant, you are a part of a brotherhood few Delts have experienced.

How did the consultant program shape your life and your relationship to the Fraternity?

A: My first semester as a Delt, a consultant visited our chapter, so I was very aware of the program early on and it gave me an appreciation for Delt as a larger organization. Throughout my two years on the road, I experienced a lot of moments that taught me to look at things from a different, wider perspective. I gained a deeper appreciation and sense of what Delta Tau Delta really means —

so many people only see the brotherhood through their chapter — so I’m fortunate to have had the opportunity to experience Delt in a different light. We were all first-year consultants in 2012, so we really went through all our triumphs and failures together, forming our own small brotherhood in something much bigger than us.

Q: How has your experience in Delta Tau Delta grown in more recent years?

A: I’m proud to be able to give back to the Foundation and take a unique approach now.

Transitioning from an undergraduate member to an employee, to an Order of the C— donor, to now a volunteer and member of the Clark Alumni Council, I’ve experienced Delt in many different ways. Today, I am able to create new connections while maintaining other relationships I’ve had since the very beginning. I’m still in touch with what’s going on, but I see things through a different lens. There are so many past connections I’ve made that I’m now able to reignite the relationship for different reasons.

Reeves is recognized as a member of the Delta Alpha Kappa Society and the Order of the C—. He has achieved 1858 Society status for his lifetime giving. His philanthropic priority within Delta Tau Delta is the Annual DeltFund. Support for the Annual DeltFund enables the Foundation to support vital programs, resources, and initiatives offered by Delt. Make a gift today at Delts.org/give or by scanning the QR code.

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Financial tatement 36 DELTA TAU DELTA YEAR IN REVIEW 2023

DELTA TAU DEL

LTA

DELTA TAU DELTA

DELTA TAU DELTA YEAR IN REVIEW 2023

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Statements of Financial Position ASSETS

2023

2022

$1,987,540

$3,543,768

Prepaid Expenses and Other Assets

94,916

145,561

Due from Delta Tau Delta Fraternity

10,713

-

Other Receivable, Net

192,504

-

2,007,800

1,771,606

Loans Receivable, Net

493,027

527,596

Cash Surrender Value of Life Insurance Policies

202,850

213,090

19,687,099

18,758,347

293,879

342,336

1,794,801

1,861,294

$26,765,129

$27,163,598

LIABILITIES

2023

2022

Accounts Payable

$7,769

$45,926

-

135,950

Other Accrued Expenses

61,415

23,322

Reinsured Annuity Liability

293,879

342,336

Annuity Liability

89,570

98,084

Total Liabilities

$452,633

$645,618

Cash and Cash Equivalents

Contributions Receivable, Net

Investments Reinsured Annuity Contracts Property And Equipment Total Assets

Due To Delta Tau Delta Fraternity

38 DELTA TAU DELTA YEAR IN REVIEW 2023

Assets 2023

Liabilities 2023

NET ASSETS

2023

2022

Without Donor Restrictions

$3,023,879

$3,226,085

With Donor Restrictions

23,288,617

23,291,895

Total Net Assets

26,312,496

26,517,980

Total Liabilities and Net Assets

$26,765,129 $27,163,598

Net Assets 2023

DELTA TAU DELTA YEAR IN REVIEW 2023

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INVESTMENT REPORT Overview 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.

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Asset Allocation Actual as of 7/31/2023

Target Ranges

EQUITIES 71.02%

45-70% FIXED INCOME

21.05%

15-30% CASH EQUIVALENTS

1.74%

0-10% CASH ALTERNATIVES

6.19%

0-5%

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.

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From the Chairman

A hearty greeting to you!

It is my pleasure to lend a voice to the future of the Delta Tau Delta Educational Foundation. For nearly forty years, I have watched Delta Tau Delta grow and evolve.

Over the course of the last year, I have watched her flourish through new and reimagined programs, events, resources and initiatives. I attribute many of our successes to your investment in our Foundation. Without the resources generated through philanthropic support, we simply couldn’t do it.

As we embark on the final year of the Forging the Future Campaign, I want to reiterate my appreciation to every donor who has made Delta Tau Delta a priority. It is also not too late to make a difference in this endeavor. The increased assistance the Foundation will be able to offer following the conclusion of this critical effort will be transformational for so many.

As a leader in the educational space, I want to underscore the importance of the work being done to educate and prepare our membership for a life of excellence. I see firsthand the unmet needs this generation faces; rest assured Delta Tau Delta is filling that void.

I challenge you to consider the ways that Delta Tau Delta helped you learn, grow, and develop as an undergraduate and throughout your life. Will you ensure those valuable lessons are passed along to the next generation?

I am confident that as you reflect on the value that Delta Tau Delta has brought to your life, you will come to the same conclusion I rendered. Investment in Delta Tau Delta is a worthy endeavor. Once again, I invite you to join me in making the Delt Foundation a philanthropic priority. We are in this together. My sincere thanks for your generosity!

Fraternally,

Michael D. Shonrock, Ph.D. | Western Illinois University, 1979 Chairman of the Board, Delta Tau Delta Educational Foundation

42 DELTA TAU DELTA YEAR IN REVIEW 2023

Board and Staff CHAIRMAN Michael D. Shonrock Western Illinois University, 1979

DIRECTORS Anthony J. Albanese American University, 1996 M. Buck Byrne Ohio State University, 1966 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 Texas - Austin, 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 Craig A. Luke Ohio Wesleyan University, 1985

William V. “Bill” McMeans University of Texas - Austin, 1980 P. Chris Mickel Ball State University, 1995 Rosario A. Palmieri American University, 1999 Alexander R. Schriver Auburn University, 2010

David L. Nagel Iowa State University, 1963 Keith J. Steiner Allegheny College, 1973 Norval B. Stephens, Jr. DePauw University, 1951

FOUNDATION STAFF Steve K. Vedra President

Daniel C. Stith Oklahoma State University, 1978

Tony E. Vukusich Chief Experience Officer

LIFE DIRECTORS

Nicholas R. Zuniga Chief Administrative Officer

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

Michelle R. Ehrlich Accountant Pamela Eicher Executive Assistant Zane Glotzbach Assistant Director of Advancement Operations Abby M. Paragon Assistant Director of Communications and Stewardship Nicholas T. Pidgeon Director of Technology

W. James Host University of Kentucky, 1959

Vincent A. Russo, III Senior Director of Advancement

David B. Hughes Ohio Wesleyan University, 1961

Chelsea E. Sheridan Director of Advancement

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Delta Tau Delta Mourns the Passing of Norval B. Stephens T

he son and brother of Delts, Norval B. Stephens (DePauw, 1951), entered the Chapter Eternal on October 17, 2023, at the age of 94. Stephens was a twoterm president at the Beta Beta Chapter at DePauw University where he earned a B.A. in economics. He then served as a Captain in the United States Marine Corps where he was a combat veteran of the Korean War. He later earned his MBA at the University of Chicago in 1959. He spent four decades as an advertising and marketing executive for Needham Harper (later known as DDB Needham Worldwide). He spent his life either in the service of his country or the communities in which he has lived, including service to his alma mater, church and Fraternity.

Throughout his life, Brother Stephens was a tireless volunteer and advocate for Delta Tau Delta at his alma mater and across the nation, but also for the entire Greek movement. He was proud to call himself “a fraternity man,” to seek ways to elevate the fraternity experience and to challenge negative stereotypes of fraternity life.

Upon his election as international president at the Karnea banquet in 1992, Stephens offered the following: “The challenge I put before you is perhaps best expressed by the oath a young Athenian took when he became a citizen. ‘I pledge that I will leave this city richer. stronger and more beautiful than I found it.’ Richer. Stronger. More beautiful. Young men of the New Athens… Greeks of Delta Tau Delta…

join me in that quest to leave our Fraternity richer, stronger and more beautiful — for all to see, for all time.”

Norval is survived by his wife, Diane, a DePauw classmate and former chapter president of Kappa Alpha Theta and children Jill Elizabeth, John Gregory, Katherine Stephens Weidner and James.

He was preceded in death by a daughter, Sandra Jean Stephens. Others preceding him in passing include his brother and sister-in-law, John L. (DePauw, 1953) and Kay Leonard Stephens.

He is survived by 12 grandchildren and five great-grandchildren. Two of his grandsons are Delts, Timothy Stephens (George Washington, 2013) and Christopher Stephens (Northeastern, 2016).

The mark Norval B. Stephens leaves on Delta Tau Delta is indelible. To honor and remember Brother Stephens with a gift to the Delt Foundation, please visit Delts.org/imo-norval-stephens or scan the QR code.

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FORGING THE FUTURE FORGING THE FUTURE FORGING THE FUTURE FORGING THE FUTURE FORGING THE FUTURE FORGING THE FUTURE FORGING THE FUTURE FORGING THE FUTURE FORGING THE FUTURE FORGING THE FUTURE FORGING THE FUTURE As we embark on the final year of the Forging the Future Campaign, there is still time to add your name to the list of donors committed to securing Delt for the next generation. Your participation in the three areas below ensures support for today and tomorrow in a holistic way.

Learn more and participate in the Forging the Future Campaign today!

ANNUAL SUPPORT Gifts to the Annual DeltFund ensure the Foundation can operate at the highest levels and offer timely support for programs, initiatives and resources needed by our undergraduates, chapters and the Fraternity at large.

CAMPAIGN SUPPORT Support for the Forging the Future Campaign Fund enhances our endowment and increases the amount that can be awarded on an ongoing basis to the Fraternity. The Foundation grants funds directly to the Fraternity to offset the costs of educational and developmental programming and resources offered to our members.

LEGACY SUPPORT Including the Delta Tau Delta Educational Foundation in your estate plans is a simple yet impactful way to leave a legacy for the Fraternity. Planned gifts ensure the needs of the future are met, even the ones that we have not yet envisioned. Legacy gifts can take the form of outright bequests, as a full or partial beneficiary of a life insurance policy or retirement account, while other options take on more complex financial situations that include life-income plans.

The Delta Tau Delta Educational Foundation is a 501(c)(3) public charity. Gifts to the Foundation are tax-deductible to the fullest extent possible as defined by the IRS code.

Join the campaign at ForgingTheFutureCampaign.org or by scanning the QR code.