The Bow SUMMER 2019
An official publication for donors of Pi Beta Phi Foundation
A Message from Hallee Winnie, Executive Director of Your Foundation Dear friends, It’s always an honor, and now is a particularly exciting time to lead our Foundation. In just a few weeks, we will celebrate the largest fundraising campaign by a National Panhellenic Conference (NPC) organization and Pi Phi’s largest philanthropic endeavor ever. What a testament to the unending loyalty of this sisterhood! While we will have much to celebrate at convention, I’m most focused on the increased capacity you have helped to create with the SHINE THROUGH campaign. Growing the Foundation’s capacity was a clear goal of the campaign from the forefront. I’m truly in awe of the historic impact donors like you have made on our sisterhood. With your support, the Foundation has grown our staff to better care for and connect with our increasing number of donors, and we’ve intentionally recruited volunteer leaders with skills needed to ensure we’re making the most thoughtful decisions in stewardship of your investments. If you’ve read the last issue of The Arrow, you are familiar with the acronym VUCA, which describes the world we are living in today. VUCA stands for volatile, uncertain, complex and ambiguous. Pi Beta Phi Leadership Development Officer and Georgia Alpha LISA MASTERS shared in The Arrow, “It’s critically important to understand the external environment in which we’re operating to make the best decisions and plan the best strategies for achieving our goals. In a VUCA environment, problems that appear familiar on the surface may require very different solutions than those that worked in the past.” Lisa offers three tips for navigating the VUCA world: taking care to maintain resilience, being inclusive and planning while remaining flexible. To this end, our Foundation — led by industry best practices — reassessed our needs and reviewed investment management firms over the last 18 months. After careful review, the Board of Trustees selected AMG National Trust as our new investment firm. AMG has a strong history of helping clients preserve and grow investment assets. And, aligning with our campaign goal, AMG builds the Foundation’s capacity in terms of stewardship, their commitment to the fraternal foundation community, and their proven dedication to clients’ success. Capacity, to me, is about preparing for what’s to come. Capacity is how our Foundation will help Pi Beta Phi survive and thrive in a VUCA world — it’s how our Foundation will ensure the future of our sisterhood. You have helped build our capacity and achieve incredible success with this campaign. We’re so very grateful. Thank you! In Pi Phi,
Hallee Winnie, Michigan Gamma Executive Director, Pi Beta Phi Foundation
INSIDE THIS ISSUE Generous Planned Gift Provides Endowment
2
Halo Highlights
3
Trustee Transition
4
Halo Happenings 2019–20
5
Scholarships Awarded
6
2
The Bow Summer 2019
A
Forever Legacy in Literacy
Pi Beta Phi Foundation is honored to announce the Barbara Beardmore Adams, Texas Alpha, Literacy Endowment established with a cash gift of nearly $1 million. After the death of the late Texas Alpha BARBARA BEARDMORE ADAMS’s husband Roy the process of administrating of their estate began. Roy and Barbara lived extraordinary lives. Roy’s work in the oil business took his family abroad, living in five countries, for a total of 23 years. Barbara had forged an interesting career as an early– generation computer programmer in the 1960s, working for Brown and Root, M.D. Anderson Cancer Center and Exxon Production Research, but put that on hold to care for her family as they were abroad. All the while, their deep commitment to their community through volunteerism and philanthropy made an impact wherever they went. Barbara began her studies at Randolph-Macon Woman’s College in Virginia, where she followed in the footsteps of her mother, Oklahoma Alpha BARBARA A. STUBBS BEARDMORE by pledging Pi Beta Phi. The same year Barbara was initiated, the college disbanded all fraternities. Barbara’s studies took her next to the University of Texas, where she affiliated with the Texas Alpha Chapter. After Barbara and Roy returned to their stateside home of Houston, Barbara resumed the volunteer work at Texas Children’s Hospital she had enjoyed before the couple’s travels. Barbara was a part of the Pi Phi team who helped establish the Pi Beta Phi Patient/Family Library at the hospital — a first of its kind. Barbara devoted more than 11,000 hours as a Texas Children’s Hospital volunteer, even serving as President and Financial Officer of the Volunteer Auxiliary. In 2012, she was named the hospital’s Volunteer of Barbara Beardmore Adams, Texas Alpha the Year. Barbara served on countless other volunteer boards and was a trustee on library boards in Houston and her home state of Oklahoma. Barbara was a dedicated Pi Phi. She regularly paid dues and contributed to the Foundation since its founding in 1990. Her passion for literacy was likely in great part due to Pi Phi. Barbara’s life is undoubtedly a demonstration of Pi Beta Phi values. With Pi Beta Phi Foundation named as beneficiaries of the Adams’ estate, their son took great care to learn more so that he could to ensure their gifts would align with his parents’ long-standing interests. The result of was the establishment a new endowment: The Barbara Beardmore Adams, Texas Alpha, Literacy Endowment. This fund will be managed in the same way as the Elizabeth Clarke Helmick Literacy Endowment and will support Pi Beta Phi’s Read > Lead > Achieve® literacy initiatives. As an endowment fund, earnings from the Adams’ gift will be used to make grants to Pi Phi programs, ensuring Barbara’s commitment to literacy will forever endure. Barbara had not notified the Foundation of her planned gift prior to her death, so we were not able to celebrate the incredible impact of her gift with her. If you have named Pi Beta Phi as a beneficiary of your estate, now — in the final days of the SHINE THROUGH campaign — is the time to share your plans with Pi Phi. This will enable us to say thank you and to ensure your gift is put to use as you intend. It’s often said that a planned gift is a tangible example of your values. By naming the Foundation as a beneficiary of her estate Barbara’s passion for literacy will carry on forevermore.
3
The Bow Summer 2019
Halo Highlights Celebrating a Monumental Campaign In just a few weeks, we’ll celebrate a milestone that has been years in the making — the monumental success of the historic $28 million SHINE THROUGH campaign to sustain Pi Beta Phi. We’re excited to share the endless impact you’ve made for our sisterhood, and we know that Pi Phis aren’t finished sharing their unending loyalty! Through the close of convention, we welcome and celebrate all gifts to support the SHINE THROUGH campaign. Whether you’d like to increase your commitment to help us surpass our goals, join the Marianne Reid Wild Society by formalizing a planned gift, or invite someone to be part of this incredible effort by making their first gift, there’s still a place for your Pi Phi passion within the campaign — and still time to SHINE THROUGH for our sisterhood. To learn more or discuss giving opportunities, please email Development and Engagement Manager EMILY KARCHER, Maryland Gamma, at ekarcher@pibetaphi.org.
May Lansfield Keller Breakfast at Convention Members of the Evelyn Peters Kyle and Marianne Reid Wild Societies will be honored for their philanthropic leadership at the May Lansfield Keller Breakfast held Saturday morning of convention. Whether you are able to join us for this celebration in person or not, please know that we are recognizing all members of Evelyn Peters Kyle and Marianne Reid Wild Societies and thanking you for your loyalty and leadership to Pi Beta Phi!
HAVE YOU READ THE LATEST ISSUE OF THE ARROW YET? We all have days when we feel like we’re unraveling and being pulled in a dozen different directions or days when nothing goes according to plan. Welcome to life in a VUCA world, where conditions are Volatile, Uncertain, Complex and Ambiguous. Find out more about what VUCA means and how Pi Phis are overcoming it every day. You can read it online at www.pibetaphi.org/arrow
4 The Bow
Summer 2019
Local Impact Grants Reach Impactful Milestone: $500,000 As the link connecting Pi Beta Phi’s Read > Lead > Achieve® initiatives, financial support for The Literacy Fund and local literacy work done by clubs and chapters, the Local Impact Grants program gives Pi Phis an opportunity to advocate for literacy first-hand and strengthen the future of their own communities. During the fourth quarter of 2018, the program reached an important milestone. Since its launch in 2013, Pi Phis have provided more than half a million dollars in Local Impact Grants to nonprofit organizations across North America. As chapters and clubs fundraise for The Literacy Fund, the program gives them the opportunity to nominate 25% of their gifts to a local nonprofit with a program or focus on literacy. Pi Phi matches that 25%, dollar for dollar. “By nominating local organizations to receive grants, our members are growing and expanding Pi Phi’s impact in innovative ways, and truly moving the needle toward reducing the illiteracy issues so prevalent in our society,” said BETSY WEST MCCUNE, Missouri Alpha, Director of Operations and Programs.
Thank You to Our Retiring Trustees We extend our most sincere gratitude to Maryland Beta RENA RODEMAN THORSEN, Grand President PAULA PACE SHEPHERD, Texas Epsilon and FHC Board President LISA GAMEL SCOTT, Colorado Alpha as their service to the Foundation Board of Trustees comes to a close on June 30. Rena has served two three-year terms on the board, beginning in 2013, and most recently served as chair of the Governance and Nominating Committee. Paula and Lisa have served the board as ex officio members through their respective leadership of the Fraternity and Fraternity Housing Corporation. “We are especially thankful to Rena, Paula and Lisa for their commitment and service to Pi Beta Phi during this critical time of growth for our sisterhood,” said Foundation Executive Director HALLEE WINNIE, Michigan Gamma. “Their expertise and leadership have been key strengths during their time on the board, and their strategic vision has positioned Pi Phi for an even brighter future. The impact Rena, Paula and Lisa have made will continue for generations of sisters to come.”
RENA RODEMAN THORSEN
PAULA PACE SHEPHERD
LISA GAMEL SCOTT
5
The Bow Summer 2019
Thanks to every Pi Phi who attended a Halo Happenings event this year! Hosted in several cities across the country in the fall and spring, each event provides a morning of fun and friendship with Pi Phi sisters, updates from Pi Phi leaders and an opportunity to learn more about the ways we’re making a difference for our sisterhood. After visiting Naples, Florida, in February, we received the following note from Illinois Zeta LIZ JOHNSON, Corresponding Secretary for the Naples Alumnae Club: “What a wonderful brunch we had at the Bonita Bay Club! From walking in the door, engaging at our tables, listening to the speakers and taking in the extraordinary ‘soul’ of commitment in your purposes — I stand tall in saying the Halo Happenings event in Naples was super special. Thanks to all who made the morning fun and meaningful!”
Halo Happenings 2019–2020 We’re excited to bring our Halo Happenings event series to the following cities in Fall 2019 and Spring 2020! Event dates will be confirmed later this summer. All Pi Phi alumnae and collegians are invited to join us for a special morning of fun and friendship! Atlanta, Georgia Charlotte, North Carolina Greater Kansas City Minneapolis/St. Paul, Minnesota Newark, New Jersey/New York, New York New Orleans, Louisiana San Jose, California Seattle, Washington
Halo Happenings events in Cincinnati and Naples
6 The Bow
Summer 2019
Congratulations, 2019–2020 Scholarship Recipients! Thanks to the generosity of Pi Phis, parents and friends, each year, your Foundation is able to support our members’ academic goals with scholarship awards. Through Undergraduate Scholarships, Graduate Fellowships and Alumnae Continuing Education (ACE) Scholarships, Pi Phis are able to reach higher, achieve more and fulfill their academic dreams! We are excited to announce that 122 Pi Phis will receive scholarships for the 2019–2020 academic year totaling $208,700. The women selected to receive scholarships and fellowships demonstrate financial need in addition to exceptional academic achievement and service to Pi Beta Phi and their communities. The full list of scholarship recipients is available at pibetaphifoundation.org. We’re grateful to every donor who makes these awards possible through gifts to the Friendship Fund and scholarship funds. For more information, please contact Director of Operations and Programs BETSY WEST MCCUNE, Missouri Alpha, at bmccune@pibetaphi.org.
“I am thankful to have sisters and friends in Pi Beta Phi that support my academic endeavors and future goals. I hope one day I will be able to help sisters achieve their goals, just as you are helping me achieve mine.” — Pi Beta Phi Foundation Scholarship Recipient
7
The Bow Summer 2019
$124,118.67 $124,118.67 1,126 1,126
964 alumnae 964 alumnae donors• •144 144 collegians donors collegians
chapters chapters represented represented
158 158 240 240
$102
Texas Texas
$102gift new average new donors average gift
donors
2017
2017
Initiation year with the most Initiation year donors
with the most
State Statethe with with donors the most
most donors
198
198
Golden Arrow donors (50+ years Golden in Pi BetaArrow Phi)
donors (50+ years
NONPROFIT ORG. U.S. POSTAGE PAID St. Louis, MO Permit No. 81
1154 Town & Country Commons Drive Town & Country, Missouri 63017
Shared Vision of Pi Beta Phi To be recognized as a premier organization for women by providing lifelong enrichment to its members and contributing to the betterment of society.
Mission Pi Beta Phi Foundation enables the Fraternity to realize its mission and ensures the future of our sisterhood.
Board of Trustees President Kate Blatherwick Pickert, Kansas Alpha Vice President Finance Janice Worthington Lisko, Oklahoma Beta Vice President Development Kathy Wager Sprague, Alabama Gamma Secretary Gina Garrison Jones, Nebraska Beta Trustees Terre McFillen Hall, Ohio Alpha Jennifer Windell Hazelton, Virginia Eta Mary Jane Buchele Johnson, Illinois Eta Rena Rodeman Thorsen, Maryland Beta Ex-Officio Paula Pace Shepherd, Texas Epsilon Lisa Gamel Scott, Colorado Alpha President Emerita Ann Dudgeon Phy, Texas Alpha
Staff Executive Director Hallee Winnie, Michigan Gamma Director of Operations and Programs Betsy West McCune, Missouri Alpha Director of Finance and Administration Kim Sherman Director of Strategic Initiatives and Communications Shawn Eagleburger Individual Giving Officer Courtney Hammock, Colorado Epsilon Development and Engagement Manager Daphney Rose Bitanga, California Eta Development and Engagement Manager Emily Karcher, Maryland Gamma Housing Advancement Manager Julia Budde Development Database Specialist Lisa Goodman Finance and Programs Specialist Mary Beth Roy, Missouri Alpha Foundation Coordinator Emma Wigmore
Convention 2019: Monumental Sisterhood
Pi Beta Phi’s 72nd Biennial Convention is sure to be a monumental celebration of Pi Phi sisterhood! Even if you aren’t traveling with us to Washington, D.C. from June 28–July 2, you can still join in the fun no matter where you are!
Facebook Live
Our schedule of Facebook Live events is posted at www.pibetaphi.org/convention. Hover over the “Agenda” tab, then click “Join Us Virtually” for a list of event dates and times.
Halo Heaven
Visit www.haloheaven.org to honor all the angels in your life with a special halo for just $5 each. Halo Heaven will be open through July 2.
The Daily Dart
Stay in the loop by reading our official convention newsletter. Issues of The Daily Dart will be posted at www.pibetaphi.org/convention Friday through Tuesday of convention.
Stay connected all year long! www.pibetaphi.org www.pibetaphifoundation.org
@PiBetaPhi @PiBetaPhiFoundation @PiBetaPhiHQ @PiBetaPhiFNDN
