2011 annual report

Click here to load reader

Post on 14-Jan-2015

3.088 views

Category:

Documents

16 download

Embed Size (px)

DESCRIPTION

 

TRANSCRIPT

  • 1. Sigma Chi Foundation2011 Annual Report

2. man has made at least a start on discovering the meaning of human life A when he plants shade trees under which he knows full well he will never sit.David Elton TruebloodTa b l e o f C o n t e n tsChairmans Message 1Stewards of Your InvestmentCEOs Message 2The Sigma Chi Foundation promotes excellence in the programs we fund. Our grant review process ensures accountability and clear linkage from the donors expectations to the programs delivery. Our grant process requires grant applications to clearly state program objectives, list expectationsFoundation Board of Governors 4-5 with delineated metrics, name responsible parties and provide detailed budgets. Our Grant Committee reviews each application, interviews program stakeholders, negotiates enhancements toFinancial Commentary 6-7 expectations and tracks progress throughout the grant-funding year.Leadership Programs 8-17The Historical Initiative 18-19Scholarships and Awards 20-23Ways to Give 24-27Donors 28-49 Editor: Bree Barry Designed by: TaylorBruce.com 3. C hairma n s M e ssag eCultivating Leaders andPromoting Academic ExcellenceSigma Chi impacts young men to become leaders imbued with worthy idealsYour Engagement Makes the Differenceand attributes. We instill our core values in our young brothers through ourvalues-based leadership training programs and encourage their academic Brothers, Id like to thank you on behalf of our entire Board of Governorspursuits through scholarship support. Our efforts fortify them to face a world and the more than 16,000 young men who benefit from your generosity. Your donations fund the programs and your dedicated tireless servicethat all too often rewards doing the wrong thing, or taking the easy way out.bring them to life.It is undeniable that there is a great need for leaders of good character. It is I am proud to serve your Foundation as Chairman. It is humbling toas true now as it was when Founder William Lewis Lockwood said in 1857,follow in the footsteps of Brother Chuck Watson, Oklahoma State 1972,The world needs just such men. who served as Chairman over the past five years. In recognition of his outstanding leadership, this summer the Foundation announced the Kim and Chuck Watson scholarship to be given in perpetuity to the highest ranking General Academic Scholarship winner. We also announced the Nancy and John Peterson Academic Scholarship to honor Johns devoted service. Both honors are intended to recognize the past Chairmen who helped to build this strong Foundation. The Sigma Chi Foundation is fortunate to have you as a donor. You are the most important part of what we do. Without your gifts and endorsement of our cause we could not accomplish a thing. Please stay engaged with the Foundation so that we can continue to meet Sigma Chis leadership and scholarship needs now and in the future. Timothy A. Michael, Ohio State, 1970 Chairman, Sigma Chi Foundation 2011 Annual Report Pg. 1 4. C EO s M e ssag e give because of all that Sigma Chis core values and ideals have meant I since my initiation. No other association has given me so much. Jack Chapin, Washington (St. Louis) 1955Engage:Donate, Volunteer, AdvocateBrothers, your donations, volunteer efforts and advocacy on behalf of our Thank you for the time, treasure, dedication and effort you give to Sigma Chi.Together we are impacting the hearts and minds of future leaders who willleadership programs and scholarships made fiscal year 2010-11 a very good change this world for the better.year for the Sigma Chi Foundation. We were able to meet all of our grantI welcome the opportunity to engage with you, by phone, email or in personcommitments, expand scholarships, expand programs and set aside some fundsto speak to your alumni group, any gathering of local brothers, or to youto continue to build our endowment. The end result was we reached more of individually. Your questions, comments, and feedback are always appreciated.our undergraduate brothers through increased leadership and scholarship Finally, if you have not yet given to the Foundation this year, please give thisopportunities. As you will see from the testimonials in this report, our youngyour careful consideration. We have much more to do, and we need you to staybrothers are grateful for your support and look forward to giving back when engaged and spread the word to ensure the future of Sigma Chi. Thank you!they become alumni. I too, am very grateful for your generosity.In Hoc,Your continued engagement will: Provide multilayered leadership programming that reaches, supports and positively impactsevery undergraduate every year. Provide much-need scholarship funds. Prepare our brothers to be leaders in every category and aspect of society. Build our endowment to ensure that our excellent programs are funded in perpetuity. Demonstrate to your fellow brothers the meaning of meeting your double obligation to Sigma Chi.Gregory J. Harbaugh, Purdue, 1978President and CEOPg. 22011 Annual Report 5. H igh l ights f o r F isca l Y e ar 2 0 1 0 1 1Strong Fiscal PerformanceOur programs continue to deliver We continue to reach out toNewly Created Strong Arms Scholarship excellence and value, thanks toalumni to seek their engagement .7% decrease in expenses 1 he Strong Arms scholarship fund T many dedicated and passionateand support: (vs. last year) aides undergraduates who have volunteer brothers! 0.2% increase in revenue (vs. last year) 1 0 alumni participated in the2suffered catastrophic personal tragedies .22(cash), $.21 (accrual) cost per dollar $ ,780 brothers participated at 1highly successful Distinguished(tornadoes, floods, etc.). raised in fiscal year 2010-11 BLTWbreaking attendance Visitor programs at Horizons 7.6% program support increase records for the third year in a rowand BLTW.The Donor-Scholars Program 4.2% of revenue set aside 1 weeks of the Horizons leadership 4 90,000+ alumni received1 for endowment experience were provided information from the An alumnus can endow an annual $1,000 xceeded development goals E 00+ Cornerstone Mentors were 1Foundation at least once.named scholarship with a $25,000 trained at BLTWThis is everyone for whom we gift. Donors are encouraged to provide ourney chapter curriculum is being Jhave contact information.biographical and contact information toInvestment Performance developed and will incorporatefacilitate a mentorship opportunity with theExceeded Benchmark multiple modules that can berecipient. The following named academic 25.28% vs. 25.18% benchmarkaccessed via Sigma Chis online scholarships have been created through(Industry standards based on asset class)education website. The initial rolloutN e w I n itiativ e sthe Donor Scholars program: of Journey will include modules on Looking Forward urray K. McComas, Phi Phi 1958 MSupported Academic Excellencethe following topics: ames and Connie Bash, Lambda 1946 J Chapter Culture Assessment Your Foundation is committed rovided $495,000 in total P onald and Lorena Meier, D Strategic Visioningto the continued expansion and scholarship support Alpha Epsilon 1941 Values-based Leadershipenhancement of scholarships: $150,000 to fund general academic enneth H. Kraft, Jr., Term Endowment K Personal Leadership Life Skills scholarshipsthe fifth annual increaseFund in honor of Brother Glen Berree, of $25,000 in a rowDaniel William Cooper AwardEpsilon Sigma 1969 We continue to grow our grassroots support through the Thomas Cowan To incentivize chapter-wideGrowing Program Grants Worth Mentioning Bell Chapter Challenge:scholarship, the top three $450,000 to fund 100% of the Daniel William Cooper undergraduate cholarships now include S he Bell Chapter Challenge is Tchapters were recognized atHorizons leadership programneed-based considerations a grass-roots effort that directly Balfour LTW: $392,000 to fund 64% of the cost urther expansion of leadership F links giving to the FoundationBalfour Leadership Trainingprograms is anticipated as resources with leadership and scholarship irst Place ($5,000): UniversityFWorkshop (BLTW)and endowment grow opportunities at the donors of Kentucky, Lambda Lambda $150,000 to fund $100% of the im and Chuck Watson Scholarship K home chapter econd Place ($3,000): UniversitySCornerstone Mentor program Top Scholarship Applicant, 31 chapters are currently wholly or of Memphis, Epsilon Kappa $32,000 to fund 100% of the K.S. BudRecipient: James S. Heffner, partially supported as Bell chapters hird Place ($2,000): UniversityTAdams Jr. Province Balfour program Western Connecticut State 2014of TennesseeMartin, Kappa Psi $30,000 to fund 100% of the Journey ancy and John Peterson Scholarship, N We have maintained and invested(Awards can only be used for Recipient: Damon J. Hudson,Chapter Retreat Program in our Peterson Internationaleducational purposes) $20,000 to fund 100% of the Choices/New Mexico 2013 Headquarters building and museum unded awards provided to new FBetty Ford Center Drug and Alcohol2011 Annual ReportPg. 3Education ProgramSignificant Sigs 6. LeadershipThe Sigma ChiBrother Clerico joined He retired as President ofFoundation Board the Foundation Board ofAda Resources, Inc. after 34of Governors Governors in 2008 andyears with the company. Ada serves as treasurer. He is is the petroleum marketing a Significant Sig. subsidiary of AdamsResources & Energy, Inc.Brother Beauchamp joinedEdward W. BlessingJohn G. Berylsonthe Foundation Board ofThomas E. Tommy BronsonStephen W. GoodroeSan Diego State, 1960 Brown, 1975 Governors in 2008. He is Tennessee-Knoxville, 1958Georgia, 1971Vice Chairman a Significant Sig and anBrother Berylson is the Order of Constantine Sig.Brother Bronson is the Brother Goodroe is anBrother Blessing is the Chairman and Chief retired President of MeridianExecutive-in-Residence inTimothy A. MichaelManaging Director ofExecutive Officer of ChestnutBusiness Group, Martin the Terry College of BusinessOhio State, 1970Blessing Petroleum Group, Hill Ventures LLC. Prior Marietta Materials. He at the University of Georgia.ChairmanLLC, founded in 1989 toRobert D. Basham to Chestnut Hill Ventures, has previously served as After graduating from UGABrother Michael is Chairman serve as a financial advisor Maryland, 1970 he was the President ofChairman, CEO, Meridian(Delta) in 1971, Goodroeof the Foundation Board to the energy industry. GCC Investments, LLC, aAggregates Company;joined Procter and Gambleof Governors. He is the Additionally, he currently Brother Basham is Vice subsidiary of GC Companies,Chairman, President andwhere he spent 30 years inprincipal of Michael Freres serves as an Independent Chairman of OutbackInc. Brother Berylson hasCEO of Ideal Basic Industriesa variety of roles in North& Associates, Inc., a private Director of NGP CapitalSteakhouse. A graduate served on the boards ofand President, Moore America, Europe, and Asia.investment company that Resources Company (NGPC).of the University of numerous private and McCormack Cement, Inc.,He retired in 2001 as Maryland, he started out public companies, including Matthew R. Bradshawand CEO of Florida MiningVice President - Globalinvests in companies in Brother Blessing joined in a family-run restaurant Millwall Holdings, plc; ACA Florida, 1999and Materials Corp.Customer Marketing.early stage development. Histhe Foundation Board ofbackground includes servicebusiness and, in 1973, Capital Holdings, Inc.;Governors in 2008. He isBrother Bradshaw is Vice Brother Bronson joined After retiring from P&G, heas an officer in the U.S.joined the managementMotherNature. Com, Inc.;a Significant Sig.President and co-portfolio the Foundation Board ofled the successful start-upNavy; 15 years of experience program of the Steak & GrandVision SA; PrimaCommanager at MillenniumGovernors in 2005. He is of dunnhumby USA, a jointin the investment bankingAle Restaurant Company.AG and Youngworld StoresPartners Green Arrow fund.a Significant Sig. venture between The Krogerindustry; and CEO of two He ultimately became viceGroup, Inc.Brother Bradshaw is also aCompany and a London-companies that were sold topresident of operations ofBrother Berylson joined Partner at Durational Capital,based marketing servicespublicly owned companies.the Bennigans Conceptthe Foundation Board of a start-up private equity company, serving as the and was instrumental inBrother Michael joinedGovernors in 2009.fund focused on emergingfirst CEO. its successful nationwidethe Foundation Board of market opportunities. He is Brother Goodroe taught a expansion. In 1983, BrotherGovernors in 2006. He isthe current President of themarketing strategy course in Basham and Chris Sullivana Significant Sig.New York Alumni Chapter ofthe Executive MBA program established SunstateSigma Chi.at UGA and served onJohn A. ClericoRestaurant Corporation toOklahoma State, 1963 develop the Chilis ConceptBrother Bradshaw joined the Alumni Board of TerryTreasureras a franchisee and jointthe Foundation Board ofRichard J. Campo College. He is currently venture partner in Georgia Governors in 2009. Oregon State, 1976 a member of theBrother Clerico is Chairmanand Florida. The company Emeritus Board.of the Board of Directorsmerged with Chilis, Inc. inBrother Campo is Chairmanof Global Industries, Ltd. of the Board of TrustBrother Goodroe joined 1987, and Brother Basham Lee A. BeauchampHe has been a member ofManagers and Chief the Foundation Board of continued in his operationsTexas A&M-College Station,the Companys Board sinceExecutive Officer of CamdenGovernors in 2009. He is position until departing 1975February 2006 and is the Property Trust. He also serves a Significant Sig. to cofound OutbackChairman of ChartmarkSteakhouse.Brother Beauchamp served on numerous charitable,Investments, Inc., a companyas 63rd Grand Consul ofcommunity and real estatehe founded in 2001.Brother Basham joinedSigma Chi Fraternity fromindustry boards. the Foundation Board of2003 through 2005. Governors in 2011. He isBrother Campo joined a Significant Sig. the Foundation Board of Governors in 2006. He is a Significant Sig.Pg. 4 2011 Annual Report 7. Chairman of the Board atDirector of American Holdings, ThermoBrother Sweeney joinedGovernors Emeritus: Angies List and Chairman Reprographics, Inc. (NYSE) Fisher Corp., Univision the Foundation Board of of the Board of Trustees at and is President of hisCommunications, Inc., Governors in 1995. He isK.S. Bud Adams, Jr. Purdue University. Brotherown production company,Warner Music Group, a Significant Sig.Kansas 1944 Krach is the founder andCraftsman Films. Experian InformationSolutions, Fisher Scientific, Dr. Constantine Curris former chairman and CEO Brother McCluggage joinedFront Line Management Kentucky 1962 of Ariba Inc. At the age of 26, Keith was the youngestthe Foundation Board ofCompanies, Inc., HoughtonSamuel B. Haskell, IIIRobert E. JosephHenry Durham vice president in General Governors in 2008. He is Mifflin Co., The LearningMississippi, 1977 Willamette, 1957Kentucky 1953 Motors history and led GMsa Significant Sig and an Company, LiveWire, robotics operations. He was Order of Constantine Sig.LLC, PriCellular Corp.,Sam Haskell is the former Brother Joseph joined Ben FisherExecutive Vice President andthe law firm of Schwabe, Ernst & Youngs National ProcureNet, ProSiebenSat.1, Illinois 1948Worldwide Head of TelevisionWilliamson & Wyatt in 1965,Entrepreneur of the Year inTibbar, LLC, Wyndhamfor the venerable William and developed a national 2000, and was honored at Hotels and several otherBob HaydenChuck L. WatsonMorris Agency. In 2007, reputation for his knowledge the World Economic Forum private companies.Miami (Ohio) 1960Oklahoma State, 1972TV Week named him one and understanding of in Davos, Switzerland,Prior to joining Thomas Past Chairman, Foundation Jon Huntsman, Sr.of the 25 Most Innovative insurance regulations. Inwith the TechnologyH. Lee Partners, BrotherBoard of GovernorsPennsylvania 1959and Influential People in 1988, Brother Joseph helpedPioneer Award.Sperling was ManagingTelevision over the lastorganize Sigma Chis RiskBrother Krach joined Partner of The Aeneas Brother Watson is Murray McComasquarter century. He authoredManagement Foundationthe Foundation Board ofGroup, Inc., the privatethe Chairman of CLW Pennsylvania 1958the autobiographical memoir and served as Chair for 10 Governors in 2010. He is aJohn D. Peterson capital affiliate of HarvardInvestments, Inc., andwith life lessons, theyears. He served as 56th Significant Sig and an OrderIndiana, 1955Management Company, Wincrest Ventures, Inc. S. Jack McDuffNational Bestseller, Promises Grand Consul of Sigma Chiof Constantine Sig. He is thefor more than ten years.He is the co-founder of Arizona 1951I Made My Mother. Fraternity from 1989 through 1979 International BalfourBrother Peterson isBefore that he was a senior Eagle Energy Partners. He1991, and is currently Award Winner and former Chairman of the Board of consultant with the Bostonis a minority owner of theAllen C. MenkeDuring his 27 year career atthe Foundation Board ofChairman of the LeadershipCity Securities Corporation. Consulting Group. Houston Texans. Brother Purdue 1944William Morris his clientsGovernors Parliamentarian. Training Board. He served as Chairman of Watson served as Chairmanincluded Bill Cosby, George Brother Sperling joined Jim Morris the Foundation Board ofof the Foundation BoardClooney, Ray Romano, DollyBrother Joseph joined the Foundation Board of Minnesota 1950 Governors from 1992of Governors from 2006Parton, Whoopi Goldberg,the Foundation Board of Governors in 2011. He is to 2006. to 2011.Tony Danza, Kirstie Alley,Governors in 2002. He isa Significant Sig.Hon. William OKelleyMichael Feinstein, and Hisa Significant Sig and an Brother Peterson joined theBrother Watson joined Emory 1951Royal Highness The Prince Order of Constantine Sig.Foundation Board in 1987.the Foundation Board ofEdward. He also packaged He is a Significant Sig andGovernors in 2003. He isPhil Olsensuch hit network series as an Order of Constantine Sig. a Significant Sig and Order Utah State 1970The Cosby Show, Fresh of Constantine Sig.Leon ParmaPrince Of Bel Air, EverybodySan Diego State 1951Loves Raymond, Sisters,D. Kerry McCluggageDiagnosis Murder, MadSouthern California, 1976Merril Boz PrichardAbout you, Regis and KathieIllinois 1948Lee, and Lost! Brother McCluggage formerly served as Chairman of theRobert F. Sweeney Bernard SergesketterBrother Haskell joinedColorado State, 1959 Paramount Television Group Purdue 1958the Foundation Board of Keith Krach and President of UniversalGovernors in 2010. He isPurdue, 1979Brother Sweeney is a former Television. He is currentlyJesse R. Bob Stonea Significant Sig. Scott Sperling Mayor of Craig, Colorado. an investor in media related Illinois 1951Brother Krach served asPurdue University 1979 Currently, he is President of64th Grand Consul of Sigma companies including Trifectathe Kenneth King Foundation Dennis E. WheelerChi Fraternity from 2005 Entertainment, Peace Arch Brother Sperling is Co-in Denver. Along with Idaho 1964through 2007. He currently Entertainment and Content President of Thomas H. his wife Gerri, he alsoserves as Chief ExecutiveMedia where he is a board Lee Partners. His currentpublishes numerousJohn A. Ziegler, Jr.Officer of 3Points LLC.director. Brother McCluggageand prior directorshipscommunity newspapers. Michigan 1955He is also the Chairmanis also the Lead Independentinclude Clear Channelof the Board at DocuSign,Communications, Hawkeye 8. Sustainable GrowthFinancial Commentary: Fiscal Year 2010-11Thanks to strong donor support and effective stewardship, the Sigma F o undat i o n G r ant A ll o cat i o nChi Foundation met every leadership grant commitment, expanded ouracademic scholarships, and achieved a positive bottom line for fiveconsecutive years.The Foundation continues to work hard to control discretionary expenses,which are down more than 21% over the last five years. We have alsoexplored our development efforts, growing our revenue to pre-recessionlevels. In close partnership with Sigma Chi Fraternity leadership, programefficiency has been enhanced. As a result, your Foundation is positioned Balfour Leadership Training Workshop: 21%for sustainable, conservative growth as we look to the future. Horizons: 25%Cash-Based PerformanceCornerstone: 9%The Foundation manages its budget based only on known cash revenueand cash expenses. Very conservative budget management and an increase K.S. Bud Adams Jr.in charitable giving, including a bequest from the estate of Past GrandProvince Balfour Life AcademicLoyal Sig Award: 2%Consul James Bash, helped the Foundation achieve a 10.2% revenue Scholarships: 28% Journey: 2%surplus, which was primarily directed to grow the unrestricted endowment.Peterson Significant Choices: 1%The Foundation granted $1,600,000 in support of leadership programs,Chapter Award: 1%Historical Initiative: 2%$150,000 to fund unrestricted general and alumni academic scholarships,and an additional $345,000 to fund chapter-restricted Founding Siteacademic scholarships. & HeadquartersPreservation: 9% View our IRS form 990 at GuideStar.com or by request.Pg. 62011 Annual Report $495,000 Total scholarship support 7 % Increase in White Cross $2,400,000 380% increase in unrestricted endowment growtha 350% increase in unrestricted awardsTrust Membershipover the past five fiscal years 9. Thanks to growing donor support, F i n a n cia l tr e n dsaggressive spending controls,conservative budgeting assumptions,reduced dependence on outsourcedvendors, and paying strict attention $2,500,000to the bottom line, the Foundation ison a sustainable growth path.Leadership & Scholarship Grants & Contribution to EndowmentAccrual-Based Performance $2,000,000We also maintain accrual basisTotal Expensesfinancial records, which reflectunrealized gain or loss on investments,the present day value of pledges uponthe date of commitment, depreciation,$1,500,000and other non-cash items. Legacy2007-082008-09 2009-10 2010-11Professionals, LLP, conducted theFoundations certified audit. Moreinformation on our accrual basedfinancial statement (IRS Form 990)may be found at www.GuideStar.com.income, and grow at a rate exceeding Endowment and ChapterCharitable Contributions, Section 3(B)).inflation. In response to changing Specific Funds An Endowment fund is formed onlymarket conditions, the Foundation upon the creation and acceptance ofInvestment Performanceadopted a revised investment policyThe Foundation has established an Endowment Fund Agreement thatUnder the direction of the Foundation statement and asset allocation inpolicies governing Endowment and conforms to relevant policy.Board of Governors Investment October 2010.chapter-specific funds consistentThe Foundation annually adopts aCommittee, Bank of America served as with applicable law. We account forThe Foundations investment portfolio spending policy to set the annualmanager of the Foundations investment Endowment assets in separate fundsreturned a positive 25.28% (not distribution rate from Endowmentportfolio in fiscal year 2010-11. We based on fund purpose and donor-inclusive of unrealized gains/losses) infunds. During fiscal year 2010-11,routinely review our asset allocationimposed restrictions. The Foundationfiscal year 2010-11. The benchmarkthe spending policy was 4% of anpolicy. Our investment priorities are to seeks to preserve the corpus andwas 25.18%. endowment funds average corpus forpreserve corpus, conservatively produceutilize only earnings of all Endowmentthe preceding 12 quarters (ended June funds (as defined in its Policy for30, 2010). Fund Maintenance and Acceptance of 31 Number of chapters that the$ .22 $.22 (cash) and $.21 (Accrual) $10,000Approximate return in Leadership and 2011 Annual Report Pg. 7 Bell Chapter Challenge has expanded to cost per dollar raised Scholarship support provided to each Chapter 10. s a 25 year-old newlywed, it is A empowering to know that our Fraternity is in such great hands. attended my first Balfour LTW as an alumnus this summer. I The blue and gold flame in my heart ignited when I talked with Sigs of all ages about our brotherhood. As a 25 year-old newlywed, it is empowering to know that our Fraternity is in such great hands. My time with our brothers reminded me that our relationship to Sigma Chi is reciprocal, the more I give the more I am inspired. alfour LTW allowed me to reflect on our three great aims: B friendship, justice, and learning. Friendship was in full force over the four days as I watched brothers from all over our continent interact. Justice was evident in examples provided by over 150 alumni facilitators to each attending undergraduate. Balfour LTW embodies learning as it allows brothers of all ages to grow as men. I am grateful for the opportunity and I plan on returning for years to come. Ed Beckmann, Southeast Missouri 2008 11. Balfour LTWDeveloping Stronger Alumni and Undergratuate LeadersCore Sponsor: Objectives of BLTW Balfour Leadership Training Workshop (BLTW) is the worlds largest and most successful annual Greek leadership conference. It is a central element of anLloyd G. Balfour, Indiana, 1907, Learn to become better leaders through integrated, comprehensive leadership development strategy for Sigma Chi inthrough the Lloyd G. Balfourtraining in the core elements of each office, conjunction with Horizons, Cornerstone, and in the near future, the JourneyFoundation administered byas well as special leadership strategies chapter retreat program.Bank of America and techniques. BLTW is the primary annual training program for undergraduate and alumni Create a system of accountability for improving chapter officers.a chapter throughout the academic year.General Sponsors: BLTW broke attendance records for the third straight year with 1,780Thomas Cowan Bell Chapter Develop a chapter strategic plan. participants. Brothers from across Sigma Chi received values-based leadershipChallenge, see page 27 Understand resources available.training and office-specific skills. Attendees were exposed to new ideas from Sigma Chi groups across North America and left BLTW with a clear plan of Weave Sigma Chi values into officer rolesaction for the coming year. It is a shining example of Sigma Chi brothersChapter Sponsors: and daily lives. from the newest to the most seasonedengaging for the good of all.El Pomar Foundation,William J. Hybl, Enhance new relationships with peers.Colorado College, 1964 64 % Portion of the Balfour LTW 97 %Chapters operating from a1,780Record-breaking Number of Participants2011 Annual ReportPg. 9 funded by the Foundationstrategic plan created at BLTW 12. HorizonsAlumni Teaching Undergraduates Values-Based Leadership LessonsHorizons is a proven individual leadership training program created toObjectives of Horizons Small Group Sponsor:give undergraduate brothers who desire to be strong leaders the tools rovide Sigma Chi Undergraduates with thePPeter L. Frechette,and confidence to succeed. Professionally-trained alumni facilitatorshighest level of leadership training to impact Wisconsin-Madison, 1960guide our undergraduate brothers through the challengingour chapters, host institutions and the world.leadership experience. reate a growth experience that impacts CThe interactive nature of Horizons makes it a truly unique and special Participant Sponsors: Sigma Chis throughout their collegiate career.experience. The curriculum takes full advantage of the outdoorresources of the site in Snowbird, UT. During the six-day sessions Thomas Cowan Bell Chapter Challenge, rovide Sigma Chis with a mentor that will Pundergraduates are immersed in experiential learning that engagessee page 27 help them further develop their character.their minds and bodies, pushing them to think and act differently. Beta Theta Leadership Fund, see page 45Horizons provides values-based knowledge and skills that they will xpose Sigma Chi undergraduates to E Albert O. Nicholas Leadership Endowment,utilize throughout their college careers and their lives. Sigma Chi, character and values-focused training.Albert O. Nicholas, Wisconsin-Madison, 1952college campuses, communities, their families and the world will reapTheta Epsilon Leadership Fund, see page 45the rewards of trained, engaged, supportive and empowered leaders. Alpha Upsilon Leadership Fund, D. KerrySession Sponsors:McCluggage, Southern California, 1976The programs growth over the last few years has been extraordinaryTerry E. Perucca, Arizona State, 1966with four sessions now achieved for the price of three. The Keith J. Krach, Purdue, 1979 William I. Rainwater, Sr., Arkansas, 1949Foundations vision is to have at least two undergraduates from every In honor of Gardner B. Allen Lawrence J. Pilon, Michigan State, 1970chapter attend every year.Robert C. McNair, South Carolina, 1958 V. William Hunt, Indiana, 1966 Sigma Chi Canadian Foundation (four participants)Facilitator Training Sponsor:Harry Teasley, Jr., Georgia Tech, 1959Chuck L. Watson, Oklahoma State, 1972Pg. 102011 Annual Report70% Percentage of attendees holding a66%Percentage of attendees who100% of the program costfunded by the Foundation major chapter office after attendinghave a mentor or mentor others 13. roughout the week we explored our Th individual abilities as leaders in great detail, evaluated our strengths and weaknesses and discovered strategies that we could use to improve our leadership aptitude. could have never known at the time how much I was going to learn about I myself, our brothers and our Fraternity. Throughout the week we explored our individual abilities as leaders in great detail, evaluated our strengths and weaknesses and discovered strategies that we could use to improve our leadership aptitude. We received constructive feedback and were given the opportunity to lead our groups through leadership challenges. Whether it was working with undergraduates or alumni, the level of respect given to everyones development as a leader was unparalleled to any leadership program I have ever participated in. Regardless of background or experience, every brother was challenged to grow in a way that participation in school organizations could not rival. I learned so much about myself as a leader that week and since leaving Utah, I have made a concerted effort to improve on my weaknesses. Since Horizons I have taken on more intensive leadership roles within the chapter, campus and work and I have noticed a tangible difference in my abilities as a result of Horizons. Personal development aside, I was given the opportunity to learn more about Sigma Chi and our brothers in gorgeous Snowbird, Utah. Andrew Johnson, George Washington 2012 14. CornerstoneMentors are Catalysts for ChangeThe Cornerstone Mentor Program provides a comprehensive learning and Objectives of Cornerstonemotivational experience for undergraduates and alumni alike. Its mission trengthen the agent of change role; affect Sis to create a positive culture within each chapter to promote leadership, the culture of our organization by focusingacademic achievement and ensure alignment with the principals and ideals of on supporting, nurturing and educatingthe Sigma Chi Fraternity. through facilitated curriculum and additionalUndergraduates benefit greatly from the presence of dedicated, engaged experiential learning tools.alumni who are committed to providing the support, guidance and specific eliver relevant educational programming to Deducational programming to our undergraduate brothers. Mentors gain as the chapter to address its unique needsmuch as they give and learn as much as they teach. ocus on the Justice element of The Three FThe Cornerstone Mentor program provides professional training to our alumni Great Aims (accountability-related issues).volunteers with the aim of placing one or more Mentors at every undergraduatechapter. Cornerstone Mentor training focuses on Sigma Chis rich history and rovide ongoing multidimensional training Pvalues, understanding self and others, building personal relationships and to Mentors.trust, facilitation, feedback, intervention skills and values-based leadership. upport Alumni Mentors and the mentoring SWith your continued support, Cornerstone has the potential to touch the livesconcept, while simultaneously providingof every undergraduate member of our Fraternity. It has already served toeducational services (such as guides forreconnect over 400 alumni in their roles as mentors. Cornerstone inspires ourJourney chapter retreats) to ourmembers to live the values of Sigma Chi in their daily lives. The benefit to all undergraduate Chapters.Sigma Chis are enduring. +Pg. 122011 Annual Report $ 1,000Stipend provided to each Grand Pretor100 Over 100 Cornerstone Mentors 100% of the program cost funded by the Foundationto implement Cornerstonewere trained at Balfour LTW 15. Truly Indispensible:Cornerstone Mentor Steve Schuyler,Oregon State 1979 ince the fall of 2007, the Beta Phi chapter of Sigma Chi has evolved S tremendously and gone threw a period of exponential growth. Brother Steve Schuyler, Cornerstone Mentor, has been instrumental in our success. We cannot begin to express our gratitude for all that he has done. Without him and our dedicated group of alumni, the Beta Phi chapter would cease to exist. All our brothers look to him for his wisdom and support.During my years as an undergraduate, I have served as Ritual Chair, Derby DaysDirector, Recruitment Chair and Annotator. Throughout all of this, I have alwaysturned to Steve for advice and his opinions. I was empowered with the confidenceand the tools to succeed knowing that Steve was always there to help. We havemet frequently to talk about Sigma Chi, our chapter, and our career goals.U nder Brother Schuylers guidance, we have won the Deans Award for Excellenceand the esteemed Dean Svolb Award, named after a Beta Phi Sig and the highestaward bestowed upon any Greek Organization on campus. We have also won aPeterson Significant Chapter Award, and a Legion of Honor awarda tribute toour scholarship program.W e are proud of all these accomplishments and we know they are a testament toSteves mentorship. Without him, none of this would have been possible. The BetaPhi chapter is thankful for Cornerstone and Brother Schuyler, a truly influentialmentor and friend. I look forward to following in his footsteps and making animpact in the lives of undergraduate brothers.Michael Colletti, Arizona 2011 16. S igma C hi chapt e rsPg. 14 2011 Annual Report241Total number of54 The number of Provinces locatedSigma Chi Chapters within the U.S. and Canada 17. JourneyChapter Retreat Pilot Program: To Reach Every Chapter Every Year Objectives of Journey Possible Program Elements (under review)The Journey Chapter Retreat Program is one of four key leadership programs offered by Sigma Chi. When fully deployed, Journey will integrate core Deliver values-based Authentic leadership based on the book teachings and instructional techniques from Horizons and the Balfour leadership training to everyTrue North, by Brother Bill George, Leadership Training Workshop. The program will reach every undergraduate chapter every yearGeorgia Tech 1964. every year, empower them to address the relevant issues at their chapters, rovide recurrent P Self-discovery and a deeper understanding reinforce the essential expectations of Sigma Chi values and elevate their educational retreatsof how to live leadership values in our expectations of themselves and their chapter as a whole. that address a chaptersdaily actions. Each session of Journey provides the entire chapter membership with an unique needs Creation of a chapter strategic plan based opportunity to learn leadership skills. Within the overall framework of values- ngage Cornerstone E on leadership values. based leadership, the program integrates key topics, such as alcohol and drug Mentors, chapter advisors education, social styles, and strategic planning. Each session concludes with Choices alcohol and drug education. the creation of a chapter-wide action plan to implement the concepts and and other interested alumni in deliveringimprove the overall chapter experience. Building an understanding of high substantive training to performance teams from the perspectiveA team of local Cornerstone Mentors and the Chapter Advisor deliver each every undergraduate of both leadership and team members.retreat. They employ a range of instructional approaches to ensure the program meets the needs of all learning styles. Instructors are provided comprehensive The Power of Strategy: Defining the Future. curriculum and facilitator guides, training in the effective delivery and Program Sponsor:facilitation of course content, and a plan for post session follow-up. David Dillon, Kansas 1973 e Journey chapter retreat program has the potential to reach every chapter every year, Th and to positively address relevant chapter issues and expectations.2011 Annual Report Pg. 15 igma Chi Foundation President and CEO, Greg Harbaugh, Purdue 1978 S 18. ChoicesAlumni Educating Undergraduates to Battle Alcohol Use and Abuse,Prescription and Recreational Drug Abuse, Suicide and DepressionIn partnership with the world-renowned Betty Ford Center, Sigma Chi trains and Choices ObjectivesCore Sponsor:deploys alumni to help battle critical issues facing our undergraduate brothers. Battle the issues of alcohol abuse, Rob E. ReifschneiderChoices addresses substance abuse, and will soon incorporate suicide and depression drug abuse, suicide and depressionLeadership Fundeducation. The Choices program was developed specifically for our undergraduate Rob E. Reifschneider,Sigma Chi brothers. rovide resources and accountability P San Diego State, 1957 techniques to help undergraduatesTrained alumni lead the workshop-style course. In addition to learning the risks and make informed decisionswarning signs, undergraduates are taught how to monitor their own and others actionsin a safe and accountable environment.This past year, the Choices program was presented to over 50 Chapters, includingseveral Province Conferences, reaching 2,131 Undergraduates. Several of thepresentations were to the entire Greek community on campus. The Sigma Chi/BettyFord Alliance also received the North American Interfraternity Conference LaurelWreath Awardin recognition of the unique program, its community outreach, andinfluence within the fraternal world. 100 % 0 Over the past two years, we have not receiveda single disciplinary report from any chapter thathas participated in the CHOICES Program.Pg. 16 2011 Annual Report The percentage of the program cost Number of alcohol-related incidents at Dennis Santoli, Case Western 1967,funded by the Foundation Choices chapters in the last two years67th Grand Consul 19. ampus life seems to attract abuse and dependency C on alcohol and other drugs and Sigma Chi is dedicated to making a difference in the lives of our young Sigs. Choices alone cannot solve this problem but its a good start. Rob Reifschneider, San Diego State 1957 Founder of Sigma Chi/Betty Ford Alliance e purpose of the Choices program is, through Th the partnership with the Betty Ford Institute, to provide fact-based information to brothers about the use of alcohol, marijuana, and prescription drugs. The goal is that they will make informed decisions regarding abuse and potential addiction to alcohol, marijuana and prescription drugs in a supportive, non-judgmental teaching environment. This should include not only a personal decision, but also include how one models the way for others. Choices Team 20. The Historical InitiativePreserving the Legacy of Brotherhood CODEX The Digital Library Portal of the Sigma Chi Historical Initiative. The Historical Initiative exists to preserve our past, provide resources todemonstrate the impact of our Brotherhood on society, and serve as aBroadly defined, a codex is a collection ofavailable from 1881 forward. The clearinghouse for our historical items. In recent years, the initiative hasmanuscripts stitched together in a singlesecond module, allowing memberscatalogued our founding materials, The Magazine of Sigma Chi, Grand Councilvolume. CODEX takes this ancientto views photographs, went online in collection and many other artifacts.literary form and gives it a 21st centurySeptember 2011, and the manuscriptstwistwith this online tool, the various and objects modules are scheduled by The Sigma Chi Historical Initiative also acts as the nexus point forholdings of the Sigma Chi archives are the end of 2011. implementation of the activities of the Fraternitys Historical Commission,presented in a single place, accessible Archives Committee, and the Monuments and Memorials Commission. The Since the establishment of the Sigma Chi Sigma Chi Foundation is proud to fund the preservation of Sigma Chis history.to any member of the Fraternity and the Historical Initiative in 2005, providing fast,general public. easy access to Sigma Chis collection ofUsing CODEX, Sigma Chis can searchhistorical images, documents, and otherthe entire run of The Magazine of Sigmaresources to the Fraternitys membershipChi and view articles; search and view has been one of our primary goals.historical images and documents; search CODEX is the result of that effort.the database of Sigma Chi authors; and The Sigma Chi Historical Initiative andview the artifacts in the museum at Sigma the Sigma Chi Foundation invite youChi Headquarters. to begin using this valuable tool byhttp://history.sigmachi.orgThe first module allowing access to thevisiting The Initiatives website atback issues of The Magazine of Sigma http://history.sigmachi.org and clickingChi is now online with over 3,000 articles the CODEX link at the top of the page.availablemostly from the 1940s throughthe 1970s. Over time, the entire run will be+800-1,000Manuscripts preserved last year 1,500 Photographs preserved last year 5,000Photographs available for viewing online2011 Annual ReportPg. 19 21. Scholarship & Awards Helping Our Brothers Reach Their Full PotentialAdvancing ScholarshipObjectives of Scholarships & Awards Each year, your generous donations make it possible for the Sigma Chi Foundation to grant numerous academic Scholarships now include need- Motivate our brothers to reach their full scholarships and awards to our deserving undergraduate andbased considerations.potential as leaders. graduate brothers. The Sigma Chi Foundation created the Strong Support our brothers academic endeavors. Providing scholarships and awards furthers the FoundationsArms of Support Scholarship Fund. This fund Reward hard work and character. goal to promote academic excellence and lifelong learning.will be used to provide academic scholarships We proudly award brothers who show outstanding character in(that can include educational needs such as Recognize and encourage excellence. action, academic motivation, and commitment to their chaptersreplacing a computer) to brothers impacted and campuses. Having benefited from this support they, likeby a recent natural disaster or other exigent Support the studies of brothers who have you, give back to support the academic endeavors of theirsituation. The objective is to fill a financial need financial need. fellow brothers.created by disaster. The Donor-Scholars ProgramAwards Available:An alumnus can endow an annual $1,000Special Awards Given:named scholarship with a $25,000 gift. DonorsUndergraduate International Sweetheart Scholarship funded by theare encouraged to provide biographical and General Academic Scholarship Ronald P. Robertson International Sweetheart Fund.contact information to facilitate a mentorship Order of the Scrollopportunity with the recipient. The followingStrong Arms of Support 00,000th Initiate Scholarship 3named academic scholarships have been Graduate ummer Intern Scholarships Screated through the Donor Scholars program: Denton International Business ScholarshipMurray K. McComas, Phi Phi 1958, Herschede Engineering ScholarshipJames and Connie Bash, Lambda 1946 Sigma Chi Medical ScholarshipDonald and Lorena Meier, Alpha Epsilon 1941Kenneth H. Kraft, Jr., Delta Delta 1956In honor of Glen Berree, Epsilon Sigma 1969350% $ 495,0002011 Daniel William Cooper Highest Chapter GPA Award WinnersFirst Place: University of Kentucky, Lambda LambdaSecond Place: University of Memphis, Epsilon Kappa Increase in Academic Scholarships Total scholarships provided includingPg. 21Third Place: University of TennesseeMartin, Kappa Psi over five years.chapter-specific scholarships 22. Undergraduate ScholarshipsGeneral Academic ScholarshipsTrey R. DhabaltAlex J. HallAndrew J. LavinderTimothy D. Pearce Chandler M. Sisson Western Illinois UniversityAustin Peay State University Virginia Polytechnic Institute and University of Kentucky University of Tennessee-MartinThanks to you, the Sigma Chi Foundation awarded State University$150,000 in General Academic Scholarships and Order of Christopher J. Dubis Joel A. Hamilton Blake W. Pierce Alexander P. Smith Drake University University of Central FloridaChristopher P. LewisEastern Illinois UniversityUniversity of Louisvillethe Scroll Awards during the 2010-11 Fiscal Year. These University of California-Davis$1,000 grants are available to undergraduate brothersJack DuFourDerek Hamilton Matthew L. Raby Brett M. Smith Virginia Polytechnic Institute and University of Pittsburgh Grant T. LigonEastern Kentucky UniversityUniversity of Oklahomawho have demonstrated outstanding character-in-action, State UniversityUniversity of Arkansasleadership on their campuses, in their communities, Nicholas HarperCorey RapalaTaylor Smith Elliot EatonUniversity of Denver Michael S. LillyYale UniversityUniversity of Pittsburghat work, or in extraordinary personal situations.Yale University University of OregonHunter P. Harvison Peter A. RavenMatthew Starr John M. EganUniversity of South Carolina Bryan Lunak University of Central FloridaSaint Louis University Bradley UniversityUniversity of Central FloridaPatrick J. Hayes Michael R.C. Riess, Jr. Billy StephensGeneral Leadership Ryan BrinnEric I. Emanuelson, Jr. Stanford UniversityMatthew MaitlandCollege of CharlestonWestern Kentucky UniversityGrant WinnersUniversity of UtahEmory UniversityUniversity of Tennessee-MartinBenjamin Hayon Chase T. RigbyKyle Thomas Whitney Brown Thomas J. Fanelli Wake Forest University Bradford L. Marsili University of Utah James Madison UniversityJamiere N. Abney Birmingham-Southern College University of PittsburghEastern Kentucky UniversityWillamette University Ryan Heger Scott M. Ritter Christopher B. Todd Timothy Burke Roland N. Farrens III George Washington University Crary G. Massey Northwestern UniversityMiddle Tennessee State UniversityAndrew E. Andersen Clemson UniversityThe College of IdahoUniversity of OregonLouisiana State UniversityChad W. Holmes Scott RousseauJustin E. Totty Christopher M. CampbellJohn A. Farris, Jr. University of Tennessee-Martin Robert T. MathesonUniversity of Oregon University of Tennessee-MartinJon-Austin Ash University of KansasYoungstown State University University of MemphisMiddle Tennessee State University Jordan S. HongoJay Rughani Edward R. Tucek Christopher H. CarterLloyd M. Felmly University of ArizonaRichard D. Mayo Emory University Valparaiso UniversityEvan M. Asper Middle Tennessee State University Furman University Tennessee Technological UniversityAlma CollegeLee A. HopfJoel T. Sandstrom Jacob J. Turner Thomas P. CestareDayne Filer Birmingham-Southern CollegePatrick M. McCombsUniversity of North Dakota Willamette UniversityBenjamin L. Bachran Duke University The College of IdahoAlbion CollegeWillamette University Christopher HowieDonald F. Schneider Jared C. Waldeck Christopher L. Chaffee Jason Z. Fletcher Emory University Brian J. Mifflin, Jr. College of CharlestonWestern Kentucky UniversityRonald K. Bagley University of KansasOklahoma State University Indiana State UniversityUniversity of UtahNathaniel A. Hyres Patrick M. SeamensWilliam T. Watson Michael ChapmanZachary FortWashington State UniversityAlex MigambiVanderbilt UniversityArizona State UniversityStephen Bailey Michigan State University Arizona State UniversityUniversity of St. ThomasSamford UniversityDerek M. Jeter John SelbyDevin M. Whittle Christopher M. ChenAlexander L. FrettUniversity of West Florida Kenneth C. Miller Southern Methodist UniversityUniversity of WashingtonThomas J. Barr III Yale University Florida Southern CollegeWillamette UniversityUniversity of OregonF. Lee Johnson Bo ShiWilliam J. Woljevach Min C. Cho Jared G. Garb University of Southern Mississippi Sayed M. MortazaviUniversity of ChicagoUniversity of North AlabamaJesse T. Beard Tulane University University of California-DavisUniversity of UtahSoutheast Missouri StateDonald F. JonesChristopher M. Simons Alan L. WoodUniversity Daniel Y. Choi Matthew J. Geniza Valdosta State UniversityBrice A. MuellerTennessee Technological University Universitiy of Tennessee-Martin Yale University Oregon State University University of California-MercedAlan Beatty Michael KahanBrandon M. Singer Derek W. YamamotoTexas A&M University-CommerceJoseph Cofrancesco David W. George Pennsylvania State UniversityTyler A. MulkinsUniversity of ConnecticutUniversity of Washington College of Charleston Birmingham-Southern College Western Kentucky UniversitySean P. Belding Odion KalaciOregon State UniversityCarter E. Cohn Elie G. GharibUniversity of WindsorKurt L. Mullen University of OregonUniversity of Windsor Middle Tennessee State UniversityJeremiah F. BellJeffrey S. KeanWestern Carolina UniversityJoshua S. ConstantiJ. Nathan Gilbert The College of Idaho Benjamin D. MurphyOrder of the Scroll WinnersTobin Bennion University of Arizona University of LouisvilleMatthew Ketron University of ConnecticutThe Order of The Scroll Award annually honors selectUniversity of Utah Manley L. Cummins IV David W. GlennHillsdale CollegeNicholas C. Nagyundergraduates nominated by their brothers for outstanding University of Alabama University of Texas-AustinUniversity of PittsburghMichael Berliner Shahryar Khandirection of their chapters educational programs. WinnersUniversity of MiamiFernando D. De Faria James M. Glover Ohio Wesleyan University Pascal Naples III received a $1,000 scholarship. University of VirginiaUniversity of NebraskaUniversity of PittsburghMarco J. BernardWilliam V. KippinsFlorida Southern College Alejandro DelgadoIan Q. Gray College of CharlestonTate M. NaylorFurman University University of CincinnatiGeorge Washington UniversityWyatt Brady Jonathan M. Krasinkiewicz Ryan J.G. Neufeld Manley L. Cummins IVRutgers University Dane P. Denby Michael D. Greenfield University of WindsorWilfrid Laurier University University of Alabama University of Arizona University of GeorgiaStephen J. Branch Ashish KumbhatPaul D. Nordvik Patrick J. HayesWillamette UniversityMatthew A. Devers Robert S. GriswoldGeorge Washington University University of North Dakota Stanford University Arkansas State University University of Puget SoundCameron O. Lackey Steve C. Padis, Jr. Benjamin Hayon Jams M. Heafner Western Kentucky UniversityPepperdine UniversityWake Forest University Saint Louis UniversityEdward R. TucekValparaiso UniversityPg. 222011 Annual Report 23. Graduate Scholarships was fortunate to receive support from the Sigma IDenton International BusinessSigma Chi Medical Scholarship Winners: 2010-2011 Chi Buckby Medical Scholarship. Twenty-two years Scholarship Winners: 2010-2011 The Sigma Chi Scholarship was established by Dr. Daniel later, with my financial house in order, I established A gift from Leona Denton, wife of Earl A. Denton,Walsh, Southeast Missouri State, 1971, in honor of SidneyChicago 1929, inaugurated the Denton Scholarship G. and Juanita E. Walsh. This award is available to graduate the Walsh Medical scholarship in honor of my parentsAward. The award annually provides grants to studentsstudents pursuing a career in medicine. Each recipient Sidney G. and Juanita E. Walsh. With the Foundationspursuing a graduate degree in the field of International received $1,000. help, it took a relatively small amount of funding toAffairs with an emphasis in World Trade Economics, begin this endeavor and in ten years it has grown into Business or Political Science. Winners received a Craig Campagna the Sigma Chi Medical Scholarship.$1,000 scholarship.Schulich School of Medicine-Windsor Campus Jacob R. Carl SUNY Downstate College of Medicine Dr. Daniel Walsh, Southeast Missouri 1971Douglas J.U. CantwellGraduate Institute of Intl and Dev. Studies (IHEID) Ben V. Christensen Quinnipiac UniversityBrian J. PainterMiami University Jordan M. Collier Pacific Northwest University of Health SciencesJerry N. Vassalla IIUniversity of Illinois Jonathan L. Dunlap o be given an opportunity to prove myself T Stanford University School of MedicineJeremy A. VryhofUniversity of Michigan Trevor R. Grace University of Hawaii John A. Burns School of Medicine and accomplish my dream through this gift Thomas A. Heafner St. Louis University School of Medicine makes me proud of the BrotherhoodHerschede EngineeringScholarship Winners: 2010-2011 Jason M. Hogan University of Virginia School of Medicine Jeremy J. Kalma of Sigma Chi. Constantine Sig Mark P. Herschede, Cincinnati, 1940,contributed $250,000 in 1990 to the Sigma Chi University of Southern California Timothy M. LonerganFoundation to establish a fund to benefit Sigma ChiSt. Louis University School of Medicinegraduate students in engineering. Each winnerMaximilian R. Padillareceived a $3,500 scholarship. University of Utah School of Medicine eceiving the General Academic Scholarship from R Sam Schroeder the Sigma Chi Foundation has given me the chance to Carver College of Medicine/University of Iowa continue my pursuit in academia and ease the financial Anthony J. Friedman Kunmi M. SobowalePurdue University burden tuition places on my parents and myself. To be University of Chicago Pritzker School of MedicineMichael S. Ising given an opportunity to prove myself and accomplishUniversity of Louisville Jordan A. Werner The George Washington University School of Medicine my dream through this gift makes me proud of the William T. Walsh Brotherhood of Sigma Chi. As I saw the cost of anEdward Via Virginia College of Osteopathic Medicineeducation increase from my days as a freshman toAlex WillinghamMissouri University of Science and Technologytoday, I knew the price of my education would create a struggle for my family. With this in the forefront of my mind, I applied myself further into academia and Sigma Chi. It is incredible to be rewarded for what I have accomplished thanks to the generous donations given by Sigma Chi alumni across the country. They understand that sacrifice is necessary for others success. It is my goal to make them proud to call me brother. Edward Tucek, Valparaiso 20122011 Annual Report Pg. 23 24. Engage by Giving e greatest endorsement of our work is a gift made by our brothers. Th As stewards of this precious resource, our job is to bring their dream alive to turn their financial support into action.Ways to Give Foundation Chairman Tim Michael, Ohio State 1970The Foundation accepts gifts by cash, check, credit card, security instrument, charitable matching gifts or IRA gifts. We also acceptmulti-year pledges, planned gifts, and gifts to the pooled income fund (an investment vehicle that produces life-time income for thedonor). Gifts can be made online at www.SigmaChi.org/Foundation, via standard mail or through our broker Northern Trust.Unrestricted Annual Fund: Planned Giving: Thomas Cowan Bell Chapter Naming and Customized Giving to MeetKey to Sustainable Growth Leave a LegacyChallenge: Your Gift Supports Sponsorship Opportunitiesyour Charitable Objectives:Your ChapterUnrestricted gifts to the One of the most enduringA significant way to support While our giving opportunitiesAnnual Fund are key toways a brother or friend canThe Bell Chapter ChallengeSigma Chis leadership and are crafted to align Sigmathe Foundations mission. demonstrate support for the presents the opportunity for giftsscholarship efforts is to provideChis needs with the broadAll undesignated gifts areFraternity is by naming the made by you and your chapter- a naming and sponsorship goals of our donors, our aim iscredited to the unrestrictedSigma Chi Foundation as a mates to provide enhanced level gift. Opportunities start at to be a conduit to bring yourAnnual Fund. Gifts to the beneficiary of a planned giftbenefits to your chapter. $25,000, and are generally charitable objectives to life. Weunrestricted Annual Funda will, trust, retirement plan, payable over five years. Eachwelcome a conversation withYour unrestricted, tax-deductiblehelp the Foundation:life insurance policy, or the opportunity entitles a donor toyou on alternative ways to givegift to the The Bell Chapterpooled income fund. prominent recognition (may and increase our impact. Build an endowmentChallenge will support SigmaBrothers and friends whoalso be made in someones Increase General AcademicChis key leadership trainingmake a planned gift are honor.) Gifts can also beScholarshipsprograms and scholarshiprecognized with membershipdesignated to support aFoundation Giving Representatives Support Leadership Programs opportunities for all chapters andin the James Parks Caldwell specific chapter. Increased development effortswill provide enhanced benefits Ashley Woods, East TennesseeSociety. Your gift can be2000COO and General Counsel Maintain the organizations to your home chapter. Your giftrevocable or irrevocable,Steve Pracht, Penn State 1976current operation will help the young men at yourand can be structured to Major Gifts and Planned Giving Communicate with alumni chapter reach their full potential.support any program or Frank Raymond, Penn State Operate headquarters and There is great need for values-fund you choose. For more1971Major Giftshistorical facilities based leaders. By engaginginformation, please visitJeff Rothenberg,with the Sigma Chi Foundationwww.SigmaChi.org/Foundation. American 2004Major Giftsyou can help cultivate Jason Martin, Butlertomorrows leaders! 2001Major Gifts Ben Pendry, Western Carolina 2006White Cross Trust Officer Barbara BarabasAnnual FundPg. 24 2011 Annual Report Dianna MorganGift Processing 25. had the privilege of taking I part in leadership programs as an undergrad that the Foundation supports, such as Horizons. Giving back to the Foundation is the least I can do.Carlos A. XiquesFlorida State 2003Providing more opportunity to develop leadership skills in each and every chapter will build a stronger Fraternity. The Bell Chapter Challenge promotes this and is a terrific idea.Tristan RenzMontana State 1979 26. Naming and Sponsorship OpportunitiesA significant way to support Total Commitment PayableSigma Chis leadership and Over Specified Years1 Year 5 Years10 YearsEndowmentscholarship efforts is to provide aBell Chapter Challenge (Funding a Chapter-Unrestricted)naming and sponsorship level gift. Full Package$10,000 to $50,000 to $100,000 to $250,000 toOpportunities start at $25,000,$20,000$100,000 $200,000$500,000and are generally payable over five Cornerstoneyears. Gifts can even be designatedto support an identified chapter.Chapter --$25,000 $62,500 Province Training Sessions-$15,000$25,000 $62,500 Mentor Training Workshop$50,000$250,000 $500,000$1,250,000Donor Scholars Program Grand Praetor Leadership Stipend$50,000$250,000 $500,000$1,250,000The Sigma Chi Foundation Donor ScholarsCore Program Sponsor$150,000 $750,000 $1,500,000$3,750,000program provides a naming opportunity tointerested alumni who wish to directly support Horizonsthe Foundations expanding scholarshipprogram. Thanks to donor support, the SigmaMission $10,000$50,000$100,000$250,000Chi Foundation has expanded its annual Day $25,000$125,000 $250,000$625,000academic scholarships by 350% to$223,000 since 2006. Leadership Speaker$25,000$125,000 $250,000$625,000 Small Group $40,000$200,000 $400,000$1,000,000Donors contributing to this effort at anendowment level will have an annual academic Facilitator Training$80,000$400,000 $800,000$2,000,000scholarship named for themselves, or an Session $150,000 $750,000 $1,500,000$3,750,000honoree, for a minimum of 30 years. Balfour Leadership Training Workshop Faculty Position$10,000$50,000$100,000$250,000 Division$25,000$125,000 $250,000$625,000 Leadership Speaker$25,000$125,000 $250,000$625,000 Facilitator Training$50,000$250,000 $500,000$1,250,000 Core Program Sponsor$400,000 $2,000,000 $4,000,000- JourneyNote: Naming gifts (excluding academic scholarship)are allocated to support direct and indirect program Program Development $250,000 -- -expenses. Additionally, each naming opportunity includesan allocation to the unrestricted fund. The Foundation Core Program Sponsor$150,000 $750,000 $1,500,000$3,750,000may use a portion of each charitable contribution tosupport its charitable purposes. Choices Alcohol / Drug Education InitiativeThe Sigma Chi Foundation allocates a reasonableChapter $10,000$20,000$40,000 -percentage of its development and operations expense tounrestricted and restricted purpose funds. Facilitator Training$10,000$50,000$100,000$250,000 Core Program Sponsor$100,000 $500,000 $1,000,000$2,000,000 Academic Scholarships Donor Scholars-$25,000- $25,000Pg. 262011 Annual Report 27. Thomas Cowan Bell Chapter Challenge Levels BlueGoldWhiteDirectly support your undergraduate chapter! Donors may directly support their undergraduate chapter by Amount $10,000 per year$15,000 per year$20,000 per year giving to the Thomas Cowan Bell Chapter Challenge which$250,000 Endow* $375,000 Endow* $500,000 Endow* directly sponsors their chapters participation in all of our leadership and scholarship programming. Chapter Leadership Balfour slots (registrations) alfour slots (registrations)B alfour slots (registrations)B Benefits 3 Additional Undergraduates5 Additional Undergraduates5 Additional Undergraduates Interested chapters may contact the Sigma Chi FoundationAttendance at Balfour Attendance at Balfour Attendance at Balfourand indicate that your chapter will become a Bell Chapter.LTW (8 Total) LTW (10 Total)LTW (10 Total) Subsequent gifts made in the chapters name will be Designated Horizons Slot1 1 Designated Horizons Slot Designated Horizons Slots2credited to the Bell Chapter Challenge. Designated $1,000 Academic1 Designated $1,000 Academic1 Designated $1,000 Academic2Scholarship that will recognize Scholarship that will recognize Scholarships that will recognize Terms & Conditions: Annual proceeds (either gifts to support a chapter onlead donorlead donorlead donor an annual basis or the proceeds of an endowment up to the established Bell 3,000 Journey Chapter$ 3,000 Journey Chapter$chapter level) are unrestricted annual fund gifts, meaning that the FoundationRetreat Stipend Retreat Stipendmay allocate the proceeds for any purpose consistent with its charitable mission. The Foundation reserves the right to change the annual funding level 1,000 Balfour LTW Travel Stipend$or program offerings in future years.*Based on accumulated cash in your chapters Bell Fund.Fully Funded Thomas Cowan Bell Chapters in fiscal year 2010-11CentreFlorida Southern August McCulloughMaryland Oklahoma StateSouthern CaliforniaTulane Florida Southern, 1960Paul W. Chellgren Robert F. AgarRobert D. Basham John A. Clerico Alpha Upsilon ChapterSteven L. Dehmlow Roman F. PolivkaKentucky, 1964Florida Southern, 1975Maryland, 1970 Oklahoma State, 1963Scholarship Fund Tulane, 1978 Florida Southern, 1990John G. Cooper MD Christopher L. Asball Pedro E. WasmerEugene R. ErbstoesserJohn Patrick Michaels, Jr. William Lee RustCentre, 1973Florida Southern, 1975Maryland, 1962 Southern California, 1970Tulane, 1966 Florida Southern, 1967 Oregon StateDr. Stephen S. Kirzinger MD William G. Buck Scott Rawlings WerberWilliam Hansen SandbergMark W. Tipton Eric R. SeversonCentre, 1968Florida Southern, 1998Maryland, 1986 Memorial FundTulane, 1978 Florida Southern, 2001The Estate of Verne D. GooleyD. A. Sachs III John T. Caracuzzo Michigan State Oregon State, 1929William Hansen Justin B. SorrellsCentre, 1948Florida Southern, 1967 Sandberg(deceased) Florida Southern, 2003Lawrence J. PilonSouthern California, 1975Washington St. LouisStephen J. Demanovich, 1993Michigan State, 1970Florida Southern, 1993 PurdueD. Kerry McCluggageWilliam W. Koch Endowment FundEastern KentuckyTimothy F. Shank Southern California, 1976Randy Dusenberry KentuckyMichigan State, 1962 Scott M. SperlingWilliam W. Koch (deceased)Florida Southern, 1977 John H. ScudderPaul W. ChellgrenPurdue, 1979 Washington St., Louis 1962 Paul W. ChellgrenKenneth L. Way Southern California, 1968Kentucky, 1964Florida Southern Chapter Kentucky, 1964 Michigan State, 1961 Purdue House CorporationFlorida SouthernGene E. Haynes through the Purdue Chapter Charles KingtonEastern Kentucky, 1997Robert L. Fryer, Jr. Scholarship Fund Kentucky, 1984Texas A&MFlorida Southern, 1970Murray State Steven M. Schmidt Keith R. KnappRobert J. GeorgesPurdue, 1976John W. Cox Kentucky, 1978Florida Florida Southern, 1973Paul W. ChellgrenTexas A&M, 1981 Paul C. VargaKentucky, 1964L. Javan Grant Alan B. MitchellThomas A. DeMarco IIIKentucky, 1985Florida Southern, 2001Jesse J. HerronTexas A&M, 19852Florida, 1970Murray State, 1997Brian K. HassonRobert H. Stine Florida Southern, 1988Florida, 1955David A. JohnsonHon. James D. WhittemoreFlorida Southern, 1974Ohio StateFlorida, 1974Patrick C. Mathes, IIIDenis G. SimonFlorida Southern, 1963Ohio State, 1969 28. William Lewis Lockwood SocietyIn honor of Founder William Lewis Lockwood, the $250,000-499,999 $100,000 - $249,999Michael A. GreenbergJames K. MorrisLarry M. OmanIllinois Wesleyan, 1982 Minnesota, 1950Bowling Green, 1963Lockwood Society recognizes brothers and friends whoM. Lamont Bean*Dr. Robert W. Adami*have provided significant financial support. Membership inHarvey P. Griffin*John B. MumfordLeon W. ParmaWashington (Seattle), 1946 Colorado State, 1942Missouri-Columbia, 1909 Arizona State, 1967San Diego State, 1951this premier giving society is based on cumulative lifetimeRichard H. Brown Charles Alling*giving of $100,000 or more to support FoundationSamuel C. Hamilton* Larry M. OmanKatherine E. PowellOhio, 1969 Hanover, 1885Iowa State, 1929Bowling Green, 1963sponsored leadership and scholarship initiatives. Richard J. Campo Lee O. Balinger* Robert E. ReifschneiderJoseph P. Hayden Jr. Leon W. ParmaSan Diego State, 1957Oregon State, 1976 Case Western, 1925Membership in the society entitles a donor to have theirMiami (Ohio), 1951San Diego State, 1951 Tristan P. RenzCarl P. Clare* Robert D. Bashamname permanently listed on the William Lewis Lockwood Idaho, 1927Maryland, 1970W. Scott Haynes Katherine E. Powell*Montana State, 1979Purdue, 1949Society display at Peterson International Headquarters, Robert E. ReifschneiderRichard RobbJohn A. ClericoJohn G. Berylsonand to receive a Founding Site brick paper weight.Oklahoma State, 1963 Brown, 1975Winchell Thrall Hayward San Diego State, 1957Ohio State, 1958MIT, 1946Tristan P. RenzPark FoundationThelma M. Crow* Col. Wilbur C. Bohnhoff*Richard E. Hester Montana State, 1979 Chicago, 1940 Mark E. RobinsonDavid B. Dillon Ball State, 1977Richard RobbNorthwestern, 1928Kansas, 1973 Thomas E. BronsonLifetime Giving Levels Tennessee-Knoxville, 1958Clifford D. Hindle* Ohio State, 1958 Edward S. RogersEdwin C. Fisher*Brown, 1912Park Foundation Toronto-Ryerson, 1956Illinois, 1928 George W. BryanE. Pendleton Hogan* Mississippi State, 1966Mark E. Robinson*William M. Sapoch$10 Million and Above$1 Million - $1,999,999Benjamin C. FisherRoanoke, 1929Northwestern, 1928 Dickinson, 1984Illinois, 1948 Michael Allan BrysonWilliam P. Huffman*Chuck L. WatsonJohn D. PetersonPittsburgh, 1968 Edward S. Rogers*Steven M. SchmidtCol. David L. Frederick Denison, 1911Oklahoma State, 1972 Indiana, 1955Toronto-Ryerson, 1956Purdue, 1976Bradley, 1959Paul W. ChellgrenV. William Hunt Jon M. Huntsman Sr.Kentucky, 1964 William M. SapochGoff SmithHarold P. Hanson* Indiana, 1966 Pennsylvania, 1959 Dickinson, 1984Michigan, 1938Montana, 1959Robert M. Collett*Carlyle Jefferson* Kenneth K. King*Denison, 1914Steven M. SchmidtRichard F. Smith$5 Million and AboveMark P. Herschede*Kentucky, 1915 Northwestern, 1922 Purdue, 1976 Purdue, 1981Cincinnati, 1940 James W. CrookJames R. KeithLloyd G. Balfour FoundationKenneth Kendal King FoundationMississippi State, 1952Goff Smith*H. Campbell StuckemanGerald D. Hines Penn State, 1958Michigan, 1938 Penn State, 1937 William W. GeorgePurdue, 1946 Donald C. DanielsonWilliam R. Kelly* Georgia Tech, 1964Indiana, 1942Richard F. Smith Dr. Daniel P. WalshJeremy M. Jones Vanderbilt, 1926Purdue, 1981 Southeast Missouri, 1971 George FamilyFoundationIowa, 1963 Mrs. Leona Denton*$3 - $3.99 MillionColin P. KellyH. Campbell StuckemanPedro E. Wasmer Jesse Robert StoneRuth E. Knotts James E. DoraSr. Cal. State-Fresno, 1964Penn State, 1937 Maryland, 1962Robert C. McNair Illinois, 1951Purdue, 1958Archibald L. Love III* Alan J. KesslerSouth Carolina, 1958Dr. Daniel P. WalshThomas W. Wasson IIIRensselaer, 1942 Joseph J. DurzoSan Jose State, 1979Southeast Missouri, 1971 Virginia, 1964 Syracuse, 1967Jack D. Madson* Kenneth H. Kraft Jr.Pedro E. WasmerCharles R. WeaverUtah State, 1925 Donald A. Freeberg Purdue, 1956 $500,000-$999,999Maryland, 1962 Purdue, 1950 Minnesota, 1946Joe W. Martin R. Brooks LaPlante$2 - $2.99 MillionThomas W. Wasson III* Richard Mark Whiting Chad J. Clay Houston, 1976Galan W. Dutch FreiseRochester, 1975Virginia, 1964 West Virginia, 1976 Oklahoma State, 1989Wabash, 1948Kenneth S. Adams Jr. Murray K. McComas Gaylord E. Leslie*Charles R. WeaverH. Keith WinnKansas, 1944 Peter L. Frechette Pennsylvania, 1958 Thomas J. FrielDartmouth, 1928Purdue, 1950 Georgia, 1978 Wisconsin-Madison, 1960 Purdue, 1969Robert W. HaydenAlbert O. NicholasThomas W. Lewis Sr.Richard Mark WhitingMiami (Ohio), 1960 J. Bruce Harreld Wisconsin-Madison, 1952Robert L. Fryer Jr. Kentucky, 1971West Virginia, 1976 Purdue, 1972Florida Southern, 1970Keith J. KrachJ. Dwight Peterson* Gen. William LyonH. Keith WinnPurdue, 1979 Gordon Lennox Snider*Indiana, 1919Robert J. GeorgesSouthern California, 1945* Donotes Chapter EternalGeorgia, 1978 Colorado College, 1940Florida Southern, 1973James F. Bash*Dennis H. Reilley D. Kerry McCluggageIndiana, 1946Dean Spencer*Oklahoma State, 1975 James Donald GilbertSouthern California, 1976 Washington (Seattle), 1927Tennessee Tech, 1963Scott M. Sperling John F. McMullan Everett P. Wood* Purdue, 1979 Stephen W. Goodroe Georgia, 1958 Washington (Seattle), 1923Georgia, 1971Timothy A. Michael Verne D. Gooley* Ohio State, 1970 Oregon State, 1929 Donor Recognition Policy:Fred Millis*Hanover, 1911 The Sigma Chi Foundation recognizes donors in its giving societiesand annual report who contribute to the unrestricted annual fund,Bell Chapter Challenge, Leadership Fund, Naming Opportunity orHistorical Initiative. Contributions to chapter scholarship funds arerecognized by individual chapters.Pg. 282011 Annual Report 29. Norman Shield Governors White CrossSociety Round TableTrust BrotherhoodThe Norman Shield Society honors donors who make aMembership in the Governors Round Table is gained by an The White Cross Trust Brotherhood honors donors whogift of $25,000 or more to support unrestricted purposes, annual gift of $10,000 - $24,999 to support unrestricted make a gift of $7,500 - $9,999 to support unrestrictedFoundation sponsored leadership programs and/or purposes, Foundation sponsored leadership programs and/orpurposes, Foundation sponsored leadership programs and/orFoundation administered scholarships in a single fiscal year. Foundation administered scholarships in a single fiscal year.Foundation administered scholarships in a single fiscal year.John G. Berylson Mark E. NunnellyJames B. Allen Alan B. MitchellScott D. CothermanBrown, 1975Centre, 1980 Western Ontario, 1979Texas A&M-College Station, 1985 Ball State, 1980Robert L. Fryer, Jr. Tom W. Olofson Robert D. Basham John B. Mumford Nathan A. Neal, EsqFlorida Southern, 1970 Pittsburgh, 1963 Maryland, 1970 Arizona State, 1967 George Washington, 1983Stephen W. Goodroe John D. PetersonLawrence M. Blau Larry M. OmanGeorgia, 1971Indiana, 1955Emory, 1963Bowling Green, 1963Robert W. Hayden Dr. Daniel P. Walsh, DOKim A. CaldwellHon. Michael G. OxleyMiami (Ohio, 1960Southeast Missouri, 1971 Oregon, 1969 Miami (Ohio), 1966V. William HuntChuck L. WatsonDean E. CowanTristan P. RenzIndiana, 1966Oklahoma State, 1972 Southeast Missouri, 1992 Montana State, 1979Jon M. Huntsman, Sr. Richard RobbLaurent C. Debauge Steven M. SchmidtPennsylvania, 1959 Ohio State, 1958 Kansas, 1962 Purdue, 1976Robert C. McNair William W. GeorgeJohn C. ShoemakerSouth Carolina, 1958Georgia Tech, 1964 Hanover, 1964Timothy A. Michael Robert J. GeorgesRobert F. SweeneyOhio State, 1970Florida Southern, 1973 Colorado State, 1959Albert O. Nicholas Bert A. GetzPedro E. WasmerWisconsin-Madison, 1952 Michigan, 1959 Maryland, 1962Michael A. Greenberg Richard Mark WhitingIllinois Wesleyan, 1982West Virginia, 1976Jack E. Guenther Robert L. ZorichTexas-Austin, 1956 California-Santa Barbara, 1971James A. Haslam, IITennessee-Knoxville, 1952Alan J. KesslerSan Jose State, 1979Thomas W. Lewis, Sr.Kentucky, 1971D. Kerry McCluggageSouthern California, 1976John F. McMullanGeorgia, 1958 2011 Annual ReportPg. 29 30. White Cross Trust Justice White Cross Trust FriendshipThe White Cross Trust Justice honors donors who make a gift ofThe White Cross Trust Friendship honors donors who$5,000 - $7,499 to support unrestricted purposes, Foundationmake a gift of $2,500 - $4,999 to support unrestrictedsponsored leadership programs and/or Foundation administeredpurposes, Foundation sponsored leadership programs and/orscholarships in a single fiscal year. Foundation administered scholarships in a single fiscal year.Gary L. BieritzHarold H. LeeNorman Glen BerreeJ. Willard Marriott, Jr.Bradley, 1966 Colorado, 1950Florida Southern, 1969 Utah, 1954Edward W. Blessing Murray K. McComasDavid L. Carter Joseph W. MoellerSan Diego State, 1960 Pennsylvania, 1958Indiana, 1986Tulsa, 1966James S. Boyd, USN (Ret) Roddy Lee McKinney, II William H. CaudillPhilip R. MyersDuke, 1961South Alabama, 1994 Arkansas, 1973 Ohio, 1963Richard J. Campo Harold A. McVeyJames E. Crabbe Lincoln W. PaveyOregon State, 1976Montana, 1950 Oregon, 1967 Cincinnati, 1948John A. ClericoJohn Patrick Michaels, Jr. Walter P. DeforestDr. Mark E. Sand, MDOklahoma State, 1963Tulane, 1966Pittsburgh, 1966 Purdue, 1973John W. CoxThomas F. Mullan, Jr.Steven L. Dehmlow Dennis R. SantoliTexas A&M-College Station, 1981 San Jose State, 1953Tulane, 1978 Western Reserve, 1967Donald D. Dumoulin, II Thomas A. OrchardWallace E. Downey, Jr.Michael C. ScroggieBall State, 1982Bowling Green, 1975 Maryland, 1958 Cal. State-Northridge, 1967Thomas E. Faust, Jr. Terry E. Perucca Curtis A. FergusonJames K. SorensonMIT, 1980 Arizona State, 1966 Indiana, 1980Utah State, 1970Donald R. FrahmWesley C. PickardJ. Roger GluntWilliam C. SwaneyWashington (St. Louis), 1953Pittsburgh, 1961Pittsburgh, 1960 Michigan, 1960Earl J. FrederickLawrence J. PilonGregory J. Harbaugh James A. ThompsonOhio State, 1951Michigan State, 1970Purdue, 1978 Texas-Austin, 1970Donald A. Freeberg John M. QualyTorrence M. Hunt, Jr. Paul C. VargaMinnesota, 1946 Missouri-Columbia, 1970 North Carolina, 1970 Kentucky, 1985David B. Graves, Jr. Frank D. RuscettiJeremy M. Jones Watts Wacker, Jr.Mississippi, 1953 Pittsburgh, 1971Iowa, 1963 Tulane, 1975Samuel B. Haskell, III Donald Timothy Sanderson Fred Vincent Keenan, Sr.Mississippi, 1977 Western Ontario, 1985 Southern California, 1937Bill W. HoffmanJohn H. ScudderRobert W. LehmkuhlAlabama, 1951 Southern California, 1968 Maryland, 1974William A. Johnstone Denis G. Simon J. Mark LesterMontana State, 1966 Ohio State, 1969Purdue, 1975Ronald C. Knecht, Jr.J. Daniel Speight, Jr.Louisiana State, 1975 Georgia Southern, 1979Harold L. Lamont Robert H. StineBradley, 1960 Florida, 1955William P. VititoeIndiana, 1960Kenneth L. WayMichigan State, 1961Dennis E. WheelerIdaho, 1964Joseph G. WolfNorthwestern, 1974Pg. 30 2011 Annual Report 31. White Cross TrustP. Mitchell Adwon Thomas E. Bronson Dr. Joel L. Cunningham James Donald Gilbert, Ph.D. Dr. Robert E. Hillman The White Cross Trust honors donors who make a giftTulsa, 1979 Tennessee-Knoxville, 1958Tennessee-Chattanooga, 1965 Tennessee Tech, 1963 Syracuse, 1955 of $1000 - $2,499 to support unrestricted purposes,Robert F. Agar Harmon A. Brown Dr. Constantine W. CurrisJeffrey T. Gill Elliott A. HilsingerFoundation sponsored leadership programs and/orFlorida Southern, 1975California-Los Angeles, 1976 Kentucky, 1962Southern California, 1978Cincinnati, 1969 Foundation administered scholarships in a single fiscal year.James R. Allen R. Mack Brown Donald C. DanielsonDavid C. Godwin John F. HoffmanDePauw, 1979Illinois Wesleyan, 1953Indiana, 1942 Florida Southern, 1969 Southern California, 1968Andrew T. Ames Michael Allan BrysonGerald S. DaveeRichard B. Goetze, Jr., Ph.D. John H. Holliman, MDKent W. Krause Larry L. McMullenFlorida Southern, 1990Pittsburgh, 1968 San Diego State, 1958 Ohio State, 1958 Illinois, 1970 Miami (Florida), 1991 Missouri-Columbia, 1954Jack R. Anderson James A. Burk John R. DavisJay Gooding, Esq. Robert M. HoweMichael T. Kreager Hon. Stephen M. McNameeMiami (Ohio), 1946Southern California, 1974Oklahoma, 1984Michigan State, 1981 Texas-Austin, 1962 Florida State, 1983 Cincinnati, 1964Mark V. Anderson John L. Burnett James A. DelligattiDr. Alfred Y. Gordon, Jr. William B. Hurt, II E. Jeffrey Kuchman Walter S. McPhailIllinois, 1977Arkansas, 1960 Michigan State, 1964Arkansas, 1991 Arkansas, 2009 Michigan, 1985Denison, 1955Henry J. AndringaRichard H. Burnett, Jr. Thomas A. DeMarco, III L. Javan GrantJames A. Ingham A. J. Land, Jr.Dean MeffordFlorida Southern, 1965Iowa State, 1975 Florida, 1970 Florida Southern, 2001 Westminster, 1969Georgia Tech, 1960Bradley, 1962Richard L. AnelloWaldo H. Burnside John M. Derrick, Jr. David C. GreenReginald S. Jackson, Jr.Steven C. LarsonDonald T. MeierSoutheast Missouri, 1971Maryland, 1949 Duke, 1961Pittsburgh, 1954 Ohio State, 1968 Iowa State, 1975Nebraska, 1941Christopher L. AsbillRemmie W. Butchko Robert C. Dolley H. Samuel GreenawaltRichard A. JacksonRobert C. LaumannAllen C. MenkeFlorida Southern, 1993Penn State, 1990 Southern California, 1958 Pennsylvania, 1951 Butler, 1950 Cincinnati, 1954Purdue, 1944David A. Asselin Dr. Peter N. Butler James E. Dora, Sr. Donald C. GriffithHon. Joseph M. JamesRobert A. LessenberryBruce C. MerrickGeorge Washington, 1989 Florida State, 1986Purdue, 1958Ohio State, 1962 Pittsburgh, 1970 Centre, 1950Western Kentucky, 1975Gerald L. BakerWilliam P. Campbell, IIIGraham E. DorlandRick K. Guillaume J. Rukin Jelks, Jr. Michael B. Lewis George A. MetzenthinSouthern California, 1966 Idaho, 1961Arizona State, 1964 Western Kentucky, 1965 Montana, 1950Louisiana State, 1985 Case Western, 1992Matthew R. Banner, III Ronald J. Carpinella, IICharles M. EldridgeEdward E. HagenlockerWilliam E. JohnsonBrian H. LoucksJon T. MillerNorth Carolina, 1963Purdue, 1991 Texas-Austin, 1950Ohio State, 1962 Cincinnati, 1958 Montana State, 1964 Oklahoma State, 1966Thomas M. Barnhardt, III John N. Chapin, Jr. A. James Elliott Todd H. Halsted Craig G. JohnsonStephen C. Loudin A. Bruce Moore, Jr.Georgia Tech, 1955Washington (St. Louis), 1955 Emory, 1963 Michigan, 1984 Southern California, 1991Iowa State, 1980Mississippi, 1982Lee A. Beauchamp Thomas C. Chase, JD James C. Emerson D. Lee Hamilton Robert E. JosephFowler H. LowMichael J. MooreTexas A&M-College Station, 1975 Florida, 1976Illinois, 1972Bucknell, 1957 Willamette, 1957 Georgia Tech, 1954Texas Tech, 1976John R. Bender, Jr.Paul W. Chellgren Mark A. EmkesDr. Daniel S. Harrop, III David W. Jungling Michael B. Maloney James K. MorrisPittsburgh, 1960Kentucky, 1964 DePauw, 1975Brown, 1976Pittsburgh, 1986 Kansas, 1977Minnesota, 1950Paul M. BergeHarry V. Cheshire, Jr.Eugene R. ErbstoesserJoe G. HartmanDr. G. Michael Kabot, DDS Thomas M. Marr, Sr.William J. MorrowWisconsin-Madison, 1960 Washington (St. Louis), 1947 Southern California, 1970 Central Florida, 1972Albion, 1981 Alabama, 1953 Idaho, 1967Dr. James E. Bertz, MD Judson C. Clark Donald K. Farrar Neil C. Harvey, USAF(Ret) Gregory James KallosDr. John C. Martin, MD James T. MortonMiami (Ohio), 1956San Jose State, 1961 Southern California, 1960 Case Western, 1955 Kansas, 1953 Toronto-Ryerson, 1954 Michigan State, 1964Richard A. Bills Robert B. ClasenBenjamin C. Fisher Richard T. Haskins Charles J. Kane, Jr.Roy M. MartinJames L. Murphy, CPATexas A&M-Commerce, 1967Bowling Green, 1966Illinois, 1948Utah State, 1977 Indiana, 1965Centre, 1979Montana, 1951Jack A. Binns, Jr. Greg M. Clifton Roger D. FlodinGene E. HaynesMichael J. KazanjianDavid F. Martineau Gregory C. NabholzSan Diego State, 1959 Virginia Tech, 1995Washington (Seattle), 1952Eastern Kentucky, 1997 Southern California, 1959Texas-Austin, 1960Arkansas, 1988Charles F. Bisett, III Richard G. ClineJohn K. Forst, Esq.W. Scott Haynes Stanley M. KazanjianPatrick C. Mathes, III Frederick N. Nason, Jr.Tulsa, 1955 Illinois, 1957 George Washington, 1984 Purdue, 1949 Southern California, 1961Florida Southern, 1963Southern California, 1952David P. BlankeJames A. Coffin Dr. Milden J. Fox, Jr. Winchell Thrall Hayward Joseph R. Kelly Dwayne McClendon William Troy NeatIllinois, 1981Fort Hays, 1971New Mexico, 1949MIT, 1946Purdue, 1966 California-Berkeley, 1951 Cincinnati, 1990William E. Board James A. Coggin Joseph J. Friedl, Jr.Robert W. HelmholzDeglin F. Kenealy Michael D. McClure Francis X. NevilleOhio, 1973Mississippi State, 1964Cincinnati, 1963Miami (Ohio), 1949 Cal. Poly.-Pomona, 1991DePauw, 1964California-Berkeley, 1986George Niles BoltonSterling D. ColtonFrank H. Gardner Alfred S. Heltman Charles A. Kington, CPA S. Jack McDuff David T. NicelyGeorgia Tech, 1969Utah, 1951 Arkansas, 1961Miami (Florida), 1961Kentucky, 1984 Arizona, 1951 Indiana (Pennsylvania), 1982G. Dean Booth, Jr. Thomas W. CotterCharles D. GelattRoy M. Henwood, Jr. Thomas E. KoenigDane E. McGraw, IIIBradley M. NysetherEmory, 1961 Montana, 1953Wisconsin-Madison, 1939 Roanoke, 1969Illinois, 1965 North Florida, 2002 Washington (Seattle), 1982Matthew R. BradshawRichard Stanley Craig Dr. Charles C. Gilbert, IIICharles R. Heyl Kenneth H. Kraft, Jr. Dr. Frank C. McMains, MDFlorida, 1999 Purdue, 1946 George Washington, 1965 Southeast Missouri, 1970 Purdue, 1956 New Mexico, 1943David M. Cunningham Harold B. Gilbert, USAF(Ret) George W. HillBrian C. KramerMaine, 1954Syracuse, 1977Ohio, 1963 San Diego State, 1991 2011 Annual Report Pg. 31 32. White Cross Trust (Continued)Hon. William C. OKelleyFrank J. RaymondThomas W. Shaver Steve R. ThorneEmory, 1951Penn State, 1971 Kentucky, 1962Wyoming, 1981Ray M. OsborneFrederick W. Reinhardt, Jr. Robert L. Shaw Angelo Tomasso, Jr.Purdue, 1967 Rhode Island, 1957 Georgia Tech, 1974Auburn, 1949Leon W. Parma D. Ronald Reneker Robert J. Shortle, Jr. Steven R. TriplettSan Diego State, 1951Tulsa, 1968Rensselaer, 1974California-Berkeley, 1995Boyd C. Paulson James G. Revelle, III Robert E. SikesThomas N. TrotterIllinois, 1945 Wake Forest, 1987Texas Tech, 1960Purdue, 1981Thomas P. Pecht Norman K. Richardson, Jr. Robert D. SjogrenL. Wayne Tucker, Jr.Southern California, 1974Furman, 1992 Kansas State, 1965Baylor, 1985Alan G. PedersenMark B. RittinerGregory S. Slappey, MD David M. Underwood, Jr.Oregon, 1943 Tennessee-Knoxville, 1986Georgia Southwestern, 1988Southern Methodist, 1988Richard S. Pepper John V. Roach, II Thomas E. SmithHarry J. Vordermeier, Jr., CRBNorthwestern, 1953 Texas Christian, 1961Southern California, 1956 Florida, 1952William C. PhillippiRandall C. RobertsE. Marc Smith, Jr. John Calvin WaggonerCase Western, 1969 Texas Tech, 1976 Mississippi State, 1979 Montana State, 1965Ernest C. Pierson George W. RoheGlenn A. SollbergerHoward R. WaitsMinnesota, 1955Northwestern, 1964 Southern Methodist, 1960Butler, 1960Edward J. PittTommy A. Romero, Jr. Gregory V. SpanioloStuart Alan WaltersWestern Ontario, 1971Cal. Poly.-Pomona, 1990Michigan State, 1992Tennessee-Chattanooga, 1991Sam A. Pittman, III Michael D. Rose Edward F.D. Spencer, Ph.D. Raymond H. WelshArkansas, 1982 Cincinnati, 1963 Rochester, 1967 Pennsylvania, 1953Timothy E. Powers Jeffrey RothenbergEdward R. StanleyRobert S. WhiteCalifornia-Los Angeles, 1977 American, 2004 Texas A&M-Commerce, 1966San Diego State, 1965Stephen C. PrachtHerbert J. Rowe James R. StarksHon. Gordon J. WhitingPenn State, 1976 Illinois, 1948 Wyoming, 1979 Cornell, 1987William I. Rainwater, Sr. Tom N. Schallhorn Donald J. Stebbins John D. WilkinsArkansas, 1949 Arkansas, 1960 Miami (Ohio), 1980Bradley, 1954Ryan J. Randall Donald H. SchefmeyerJeffrey H. Steinhour Marshall L. WilkinsCalifornia-Los Angeles, 1992 Syracuse, 1969 Wyoming, 1988 East Tennessee, 1977Robert N. RappBernard F. Sergesketter Nicholas S. Stepan Edward J. WinklerWestern Reserve, 1969Purdue, 1958 Eastern Illinois, 1999Missouri State, 1987 Brett T. Setzer Lewis B. Stuart, III James Ashley Woods Kentucky, 1985 Colorado College, 1951East Tennessee, 2000 Charles M. Shanberg, CFPDennis D. SwansonWilliam C. Wurst South Florida, 1997Illinois, 1961Rensselaer, 1971 Timothy F. ShankTimothy J. SzerlongCarlos A. Xiques Michigan State, 1962 Illinois Wesleyan, 1974 Florida State, 2003 Daniel A. ShaverJeffrey P. TaftWilliam G. Yates, Jr. Texas Tech, 1993 Tulane, 1989Mississippi, 1963Alex F. TanguayDr. Terry R. YochumBoston, 2002Southeast Missouri, 1967Charles M. Thatcher, Ph.D. Robert L. Zerbe, MDMichigan, 1943Indiana, 1972Benjamin E. Thomas, Jr.Robert H. ZerbstPittsburgh, 1952Miami (Ohio), 1968John Augustus Ziegler, Jr.Michigan, 1955Pg. 32 2011 Annual Report 33. Annual FundNon members Alabama / Iota IotaAlma / Theta NuFounders Society Arkansas State / Theta ChiThe Sigma Chi Annual Fund consists of unrestricted giftsIvan D. Hinerman, 1961 that support Foundation priorities. Donors are listed byGovernors Round TableWhite Cross TrustCircle of HonorDaniel A. Madison, 1972White Cross Trust Associates school. The Sigma Chi Brothers and friends listed here madeKenneth Kendal King FoundationBill W. Hoffman, 1951Drew R. Coleman, 2007 Clayton W. Poellot, 1993Tau Tau Thomas M. Marr Sr., 1953 Mark A. Williams, 2001 Circle of HonorAuburn / Gamma Sigmaat least one gift to the Annual Fund between July 1, 2010Richard D. Kiburz Jr., 1988and June 30, 2011.White Cross Trust White Cross Trust AssociatesDouglas E. Manzler, 1986 White Cross TrustAnonymous Lee J. Ross, 1949American / Kappa Rho Roger L. Wittlin, 1975 Angelo Tomasso Jr., 1949Central Arkansas Alumni James Willis Yeldell III, 1986Rufus K. Green White Cross Trust Associates The Norman Shield Society White Cross TrustJohn L. HeflinCrest Club Harry H. Bell Jr., 1949Honors donors who made a gift of $25,000 or more Jeffrey Rothenberg, 2004 Arkansas / Omega OmegaHouston AlumniJohn A. B. Harlin, 1979William N. Crosby, 1954Dorothy J. Shawin a single fiscal year to the Annual Fund. Circle of HonorWhite Cross TrustJohn T. Green, 1966Theta Epsilon Founders Society Jerry A. Oakes, 1957Washington DC Alumni Mark Ray Meadows, 2006 William H. Caudill, 1973James G. Carroll, 1989 John R. Watts, 1962Dorothy B. White Adam J. Natale, 2003 Frank H. Gardner, 1961Thomas E. Lazenby, 1975 Alfred Y. Gordon Jr., 1991The Governors Round TableMargaret P. WhiteCrest Club Sustaining Members William B. Hurt II, 2009Honors donors who made a gift of $10,000 toCircle of Honor Sam A. Pittman III, 1982 Clyde B. Hewitt Jr., 1942White Cross Trust Associates Anthony E. Lyon-Loftus, 2005 $24,999 during the fiscal year to the Annual Fund.James W. Greiner, 1952William I. Rainwater Sr., 1949 Arthur T. Ousley, 1940Virginia J. H. CainWilliam H. Kelly, 1963Tom N. Schallhorn, 1960Pearl L. FosterFounders SocietyRobert H. Maxwell, 1951 Arizona / Beta Phi White Cross Trust Associates Maurice W. Midgette Jr., 1963White Cross TrustsCrest ClubSustaining MembersT. Clay C. Curtner, 1975 Tom B. Ritchie, 1961EpsilonWhite Cross TrustGlen W. Jamison, 1941Honors donors who make an annual gift of $1,000 orJohn D. Cummings, 1953Mobile Giving Foundation Circle of Honormore to the Annual Fund.Paul G. Haigh, 1950S. Jack McDuff, 1951 Sterling M. Lindsey, 1969Theta ChiWalter E. Lowe, 1957Farrel Eugene Mason, 1950Vince R. Costanza, 1984Theta KappaAndrew M. Ruberti, 2012White Cross Trust Associates Robert W. Newell, 1954 Mohamad Motahari, 1980 Paul W. Bennett, 1948Edward M. Penick Sr., 1943Founders SocietyCharles D. Roscopf, 1979 Sustaining MembersWhite Cross Trust Associates Linley C. Bizik, 1992Epsilon XiAlbion / Alpha Pi Roy A. Brown, 1955 Charles T. Sloan, 1951 Phillip C. Hethcox, 1973 Associates have made lifetime gifts of $1,000 orEta Alpha Robert E. Stewart, 1951 Donald C. Buckley, 1978 Roy G. Nelson, 1959more to the Annual Fund.Honolulu Alumni Dane C. Workman, 1984 Charles B. Leonard, 1954Billy G. Suttle, 1963Shirley L. PrattWhite Cross Trust William W. Lynch Jr., 1958Harry L. Woodward III, 1994St. Louis AlumniG. Michael Kabot, 1981Crest Club Brian G. Nagel, 1992Circle of Honor Lisle W. Payne, 1964 Owen A. Anderson, 1962Crest ClubWhite Cross Trust AssociatesR. Robert Bailey, 1951Katherine K. EvansWilliam T. Bringham Jr., 1975Crest Club Meriwether L. Garing, 1948 Austin Peay / Eta Xi Members have made cumulative gifts between $500Elizabeth H. JonesTimothy R. Cash,