foundation annual report 2010

CONNECTIVITYComing together is a beginning. Keeping together is progress. Working together is success. Henry Ford

BETa ThETa PI FOuNDaTION

2010 A

nnual R

eport /

June 1,

2009 -

May 31

, 2010

2 | Beta Theta Pi Foundation

A good friend is a connection to life- a tie to the past, a road to the future. Lois Wyse

2010 Annual Report | 3www.betathetapi.org/gift

Table of Contents 4 Chairman's Letter

5 Year in Review

6 Foundation Leadership

7 By the Numbers

8 Leadership Programs

10 Leadership Program Involvement Report Card

12 Named Endowment Funds

14 Merit Scholarships

16 Beta Leadership Fund and Giving Societies

38 Parents & Friends of Beta Donor Recognition

40 The Bridge Builder Society

42 Ways to Give

The John and Nellie Wooden Institute for Men of Principle


demand for leadership development programming and lower educational endowment draws, the Foundation Board has concluded that we must raise $925,000 for the Beta Leadership Fund this year (an increase of 7.15%).

We cant go it alone is the theme for this years BLF drive as it will take the support of Beta alumni, undergraduates, parents and Friends of Beta everywhere if we are to meet the educational demands of our Great and Good Fraternity. I am confident you will enthusiastically answer the call when you receive our personal, electronic and direct mail outreach efforts this year.

We cant go it alone brothers and friends, and I thank you in advance for your support!

Finally, I would like to recognize our two Foundation Board members who have finished their service this year: Cal Black, Wabash 66, has completed his term on the Board and the late Garland (Gar) Fritts, Illinois 52, who passed away in January of this year. Both have been instrumental in providing the resources and leadership necessary to move the educational Foundation forward, and we are grateful for their service.

Thanks again to all brothers, parents and Friends of Beta who continue to support the principled development of Betas across North America. You are building the future of Beta Theta Pi, one young man at a time.

Yours in ___kai___,

Douglas G. Houser, Willamette 57 Chairman Beta Theta Pi Foundation Board of Directors

PRoFILE Douglas G. Houser, Willamette 57Residence: Portland, Oregon

Relationship Status: Married: Lucy Anne Latham Houser, Whitman 60, Delta Gamma

Family: Children: Brooks, Brad and Anne

Grandchildren: Brooks Jr., Grant, Claire, John Douglas JD and Hallie

Professionally: Bullivant, Houser, Bailey, Attorneys at Law; Fellow, American College of Trial Lawyers; Director and former General Counsel, Nike, Inc.

Interests: Golf, Reading, Fly Fishing, Traveling, Antiquing

Personal Goals: Help raise $925,000 for the Beta Leadership Fund in fiscal year 2011.

Favorite Quotes: Dont give til it hurts. Give til it feels good!

Email: [email protected]

Dear Brothers, Parents and Friends of Beta: As chairman of the Beta Foundation, it gives me great pleasure to share with you our 2010 Annual Report. Thinking back on the activity and progress of the Foundation this past year, one powerful word continues to come to mind CoNNECTIVITY!

Technology in this day and age makes it easy to communicate and connect with one another, but connectivity in Beta Theta Pi has a much deeper sentiment one that brings together people and principles. Although this Annual Report shows organizational data and Foundation achievements, it also appropriately highlights the people who are responsible for helping some 7,000 undergraduates build a connection and commitment to the time-tested values of friendship, leadership, service and integrity. Without our loyal Foundation donors, the Beta Foundation could not provide award-winning programs and services that benefit our young undergraduate leaders. Let there be no doubt together we are developing men of principle for a principled life. THANK YoU!

Its also important that we recognize and thank the 3,753 donors who rallied to help the Beta Foundation surpass our $850,000 Beta Leadership Fund goal by contributing $863,268 in FY10. Whether it was the 1,033 undergraduates who joined the Sons of the Dragon Club, the 249 Friends of Beta and Beta Parents who met their matching gift challenges, or the 2,471 alumni who contributed to our cause, the 2010 BLF drive was exciting, humbling, and an all-around team effort. The Foundations success this year and the connectivity among those involved is best expressed by the words of Henry Ford:Coming together is a beginning. Keeping together is progress. Working together is success.

With our FY11 Beta Leadership Fund drive underway, we must refrain from resting on our laurels and once again tap into the connectivity that all Betas and Friends of Beta share with each other and with Betas purpose. Given the continued high

YEAR IN REVIEW FoUNDATIoN LEADERSHIP BY THE NUMBERSLEADERSHIP

PRoGRAMMINGCHAIRMANS LETTER


FoUNDATIoN HIGHLIGHTS IN FY10

Sponsored and subsidized 1,236 undergraduates to the Fraternitys eight award-winning leadership programs.

Provided grants to 86 chapters and colonies totaling $43,000 for the Men of Principle Scholarship Grant Program.

Subsidized over 227 chapter visits by staff Leadership Consultants. (averaging more than 2 visits annually per chapter)

Launched the Sons of the Dragon Club the Foundations first undergraduate giving program which enlisted 1,033 undergraduates and $22,298 for the Beta Leadership Fund.

Provided $82,675 in tuition Merit Scholarships to 68 individuals continuing their education.

7,076 Undergraduates Like This!

Year in Review

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Beta Leadership Fund Developing Todays Undergraduates for Tomorrows Possibilities

The purpose of the Beta Leadership Fund is to provide the financial resources that staff and operate the Fraternitys Men of Principle initiative, award-winning leadership programs, educational foundation and important alumni outreach activities.

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Beta Leadership Fund

FY11 BLF Goals 4,125 Donors

$925,000 in Contributions

$1,000,000

$900,000

$800,000

$700,000

$600,000

$500,000

$400,000

$300,000

$200,000

$100,000

$0FY04 FY05 FY06 FY07 FY08 FY09 FY10

$624,512 4,046 Donors

$640,576 3,247 Donors

$401,671 2,521 Donors

$497,011 2,074 Donors

$669,477 2,595 Donors

$721,345 2,679 Donors

$863,268 3,753 Donors

Beta Leadership Fund Contributions

Total BLF Contributions - FY10

n Staff/Board Membersn Beta Alumnin Friends of Beta & Parentsn Beta Undergraduates

$64,363 249 Donors

$22,298 1,033 Donors

$184,759 46 Donors

$591,848 2,425 Donors

FY10 Grand Total $863,268


Purpose: The purpose of the Beta Theta Pi Foundation is to advance the educational Mission and Goals of Beta Theta Pi toward the Vision of the Fraternity. The Foundation will strive to offer a variety of opportunities for gift support of the Fraternitys education activities; to communicate these opportunities to members regularly, and to provide the resources necessary to produce an effective and efficient advancement program for the mutual benefit of donors and Beta Theta Pi.

History: A 501(c)3 public charity, the Foundation was created in 1990 to attract and receive gifts to support leadership and academic opportunities. The Foundations tax ID number is 80-0296934.

Leadership: Working with the Foundation staff in Oxford, the Beta Theta Pi Foundation is led by a 15-member Board of Directors, which includes the Fraternitys General Treasurer.

Major Responsibilities: The Foundation is responsible for executing an advancement program that engages Betas and Friends of Beta in the following areas of development:

Cultivation Developing lifelong relationships grounded in the Fraternitys principles

Solicitation Asking Betas and Friends of Beta to make financial gifts that support Betas mission of developing men of principle for a principled life

Stewardship Providing annual progress reports to donors on the impact of their contributions

The annual Beta Leadership Fund appeal, combined with planned gifts from alumni, undergraduates, parents and friends, allows the Foundation to subsidize current and future educational activities of the Fraternity.

YEAR IN REVIEW FoUNDATIoN LEADERSHIP BY THE NUMBERSLEADERSHIP

PRoGRAMMINGLEADERSHIP

REPoRT CARD

Foundation Board of Directors and Staff Chairman Douglas G. Houser, Willamette 57

General Treasurer Michael G. Feinstein, MIT 82

Directors Stephen B. Becker, Florida 69 R. Ethan Braden, Willamette 02 Michael J. Dubes, Iowa State 66 S. Wayne Kay, Virginia Tech 73 Jeffrey Lieberman, Pennsylvania 96 Lynn C. Maddox, Georgia Tech 64 Thomas H. McCasland Jr., Oklahoma 56 Charles O. McCormick III, Indiana 72 H. Kent Mergler, Cincinnati 63 Robert J. Schaupp, Lawrence 51 Richard C. Spangler III, North Carolina 71 John R. Stebbins, Emory 92 David W. Wright, Ohio State 67

Foundation Director Jonathan J. Brant, Miami 75

Directors of Advancement L. Martin Cobb, Eastern Kentucky 96 Ryan E. King, Southern Illinois 01

Director of Development Laura L. Lednik

*For complete biographies of Foundation Directors, Fraternity Trustees, and the Administrative Office staff, visit www.betathetapi.org.

Top row left to right: Dubes, Spangler, Braden, McCasland, Lieberman, Becker Bottom row left to right: Maddox, Mergler, Stebbins, Houser, Wright, Schaupp Not pictured: Feinstein, McCormick and Kay


Congratulations to Betas Newly Chartered Chapters John Carroll University Eta Epsilon Chapter University Heights, OH

Kettering University (A Section) Delta Eta Chapter Flint, MI

University of Virginia Omicron Chapter Charlottesville, VA

Washington and Lee University Alpha Rho Chapter Lexington, VA

2010-2011 Recolonization Plans Hanover College Hanover, IN August 18 May 31

University of Michigan Ann Arbor, MI August 7 June 24

University of Kentucky Lexington, KY September 19 October 15

University of Denver Denver, CO January 23 February 11

Centre College Danville, KY February 27 March 18

By the Numbers

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Chapters & Membership 05-06 06-07 07-08 08-09 09-10 Chapters and Colonies 123 123 119 118 118 Undergraduate Initiates and Pledges 6,726 6,861 6,849 6,907 7,076 Average Chapter Size 55 56 58 59 60 Average Chapter Size of All Fraternities 41 42 43 47 TBD Chapters Closed 5 7 7 4 4 Recolonizations/Colonizations 4 6 4 3 4

Volunteers 05-06 06-07 07-08 08-09 09-10 Total Number of Advisors 759 767 776 831 799 Average # of Advisors per chapter 6.17 6.23 6.52 7.04 6.77 Chapters with 5+ Advisors 70 78 87 81 98 Advisors attending Advisor 157 129 134 226 121 Training Conferences General Fraternity Officers attending 64 67 67 68 44 The Leadership Summit

Academics and Scholarships 05-06 06-07 07-08 08-09 09-10 Men of Principle Scholarship Grants to Chapters 80 85 90 99 86 Merit Scholarships Awarded by Beta Foundation $66,500 $68,975 $83,425 $82,175 $82,675

3.150

3.100

3.050

3.000

2.950

2.900

2.850

2.800

2.750

97 98 99 00 01 02 03 04 05 06 07 08 09

Beta GPA vs. All Fraternity GPA

2.8202.846 2.821

2.929

2.920

2.9502.984 2.999 3.004

3.0083.015

3.0693.101

2.750

2.800

2.860

2.925

Avg. GPA of all Fraternities

Avg. GPA of all Beta Chapters

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Leadership ProgrammingSince the inception of the Men of Principle initiative in 1998, Beta Theta Pi has become known as The Leadership Fraternity thanks to our high-caliber collegiate leadership programs. Our Fraternity believes that a safe, enjoyable, and purposeful undergraduate Beta experience, is the result of intentional leadership training programs aimed at developing the hearts and minds of more than 7,000 young Betas across North America. Recognized internationally with 12 awards by our interfraternal peers, the following pages highlight the growth and impact of our Beta Foundation-sponsored leadership programs.

1,800

1,600

1,400

1,200

1,000

800

600

400

200

0

1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

15 72

35105

140

2745 39

161

223

167

51

208

465

3323150

34

206

501

3938

184

51

242

546

4130182

70

282

908

4787

333

89

72

269

1,060

49101

212

101

256

68

304

1,454

41104

311

100

526

51

294

1,605

42

107

310

100

701

25

241

1,571

3389

239

99

845

39

247

1,236*

11

281

101

557

* In 2010, roughly 400 students (representing 39 chapters) were unable to attend the Keystone Regional Leadership Conference due to travel issues caused by extreme winter weather.

** The Beta Wilderness Challenge was discontinued after 2009.

UIFI

The Wooden Institute

The Beta Wilderness Challenge**

Futures Quest

The Leadership College

The Presidents Academy

Keystone

Total number of undergraduates involved in Foundation- sponsored leadership programs since the inception of the Men of Principle initiative.

LEADERSHIP REPoRT CARD NAMED FUNDS MERIT SCHoLARSHIPS

BLF & DoNoR RECoGNITIoN

LEADERSHIP PRoGRAMMING

7


Answering the Call of Principled Leadership

Kyle Shaner, Eastern Kentucky 11At The Presidents Academy I learned that I have the opportunity to prove to my campus that fraternities are relevant, and that being Chapter President is more than just a position or a rsum builder. CommentLike

Fanning the Flame of Principled Leadership

Andrew Verderame, Cal Poly 13As a result of Keystone, my chapter is more open for conversation and more productive in our meetings. Keystone charged our Beta battery, and made us eager to make our chapter more involved and more successful.CommentLike

Championing Betas Principles for a Better Future

Andy Thomas, Wisconsin-Oshkosh 97The Leadership Summit gives our talented volunteer core the ability to make a larger difference within each and every chapter. This program aids us in strengthening the direction of our Fraternity while giving us the concepts and tools to be effective in our roles.CommentLike

Embracing Betas Interfraternal Responsibility

Paul Eldred, Willamette 10UIFI showed me that the ideals we hold dear in Beta are not exclusive, but are common to many other Greek organizations. Seeing this firsthand allowed me to better understand and work with other chapters on my campus rather than seeing them as adversaries.CommentLike

Connecting the Beta Spirit with our Principled Future

Johnathan Vanko, Lawrence 13I cannot begin to tell you how grateful I am to have had the opportunity to experience Beta Theta Pi on an international level by attending The Leadership College. Ive learned what it takes to be a revolutionary leader and Im more equipped to lead in other areas of life.CommentLike

Recruiting Men of Principle to Build Beta Theta Pi

Javier Nahmias, Florida International 11The Men of Principle Scholarship has helped us attract new members who truly value cultivation of the intellect. It not only provides dedicated scholars with the financial stability to succeed, but also introduces them to a group of like-minded individuals in which to share the bonds of brotherhood.CommentLike

Discovering Beta Theta Pis True Principles

Kirk Leopoldo, San Diego 13 For those of you who have yet to attend The Wooden Institute, dont worry, I wont spoil anything. But, I will tell you that you have yet to experience what may end up being the most beneficial experience of your Beta career.CommentLike

Tapping Up-and-Coming Leaders to Build the Beta Bridge

Brian Guo, Northwestern 11Futures Quest has given me great insight and knowledge to better myself as a Beta, improve my chapter, and improve the entire Greek community.CommentLike

Check us out on Facebook and see what others have to say. www.facebook.com/betathetapifans


Chapter/Colony FQ CPLA KRLC WI UIFI LC Total MPSAlabama 3 1 7 5 1 3 20 $500 Arizona 1 7 1 9 $500 Auburn 1 4 5 Baylor 1 6 7 Bethany X 3 1 4 $500 British Columbia 3 3 $500 Cal Poly 1 8 1 10 California, Berkeley 4 1 2 7 California, Irvine 1 6 1 8 $500 California, Los Angeles* 1 9 2 9 21 California, Santa Barbara 1 8 9 $500 Carleton 1 X 1 2 Carnegie Mellon 1 X 1 2 $500 Case Western Reserve* 1 8 3 3 15 $500 Central Florida* 1 8 6 2 17 $500 Central Michigan 1 8 1 2 1 13 $500 Cincinnati* 1 8 8 10 27 $500 Clemson 1 1 4 3 1 1 11 $500 Colgate X 4 4 Colorado Mines 1 8 3 1 13 $500 Colorado State 1 7 2 10 $500 Columbia X 0 Connecticut* 1 X 7 3 4 15 $500 Cornell X 1 1 $500 Dayton 1 X 3 4 $500 Denison 1 X 5 1 2 9 $500 DePauw 1 7 5 13 East Carolina 1 8 1 7 17 $500 Eastern Illinois 8 2 10 $500 Eastern Kentucky* 1 1 8 1 1 8 20 Eastern Washington 1 9 10 $500 Emory 1 8 1 10 $500 Florida 1 8 7 16 $500 Florida International* 1 9 2 1 3 16 $500 Furman* 2 8 3 1 2 16 $500 George Washington 1 X 2 3 $500 Georgia 1 8 1 1 9 20 $500 Georgia Tech 1 7 5 4 17 Hampden-Sydney 1 X 1 2 $500 Idaho 1 9 2 12 $500 Indiana 1 1 X 2 4 Iowa 1 8 1 10 $500 Iowa State 1 1 7 9 $500 John Carroll* 1 8 1 12 22 $500 Johns Hopkins 1 X 1 2 4 $500

Leadership Program Involvement Report CardThis report summarizes leadership program participation by all chapters and colonies in the 2009-10 academic year. It is our hope, however, that in addition to providing a summary, this information will encourage you to increase participation by your chapter, district and region. Leadership development is a trademark of our Fraternity which yields significant benefits. Through the support of alumni, leadership consultants, district chiefs, regional directors, chapter advisors and Greek advisors, Beta undergraduates can achieve their full leadership potential.

Report Card KeyFutures Quest ...................................................................FQ The Chapter Presidents Leadership Academy ....... CPLA Keystone Regional Leadership Conferences ........... KRLC The Wooden Institute for Men of Principle ................ WI Undergraduate Interfraternity Institute .................... UIFI The Leadership College ................................................... LC The Men of Principle Scholarship Grant .................. MPS

NAMED FUNDS MERIT SCHoLARSHIPS BLF & DoNoR RECoGNITIoNLEADERSHIP

PRoGRAMMINGLEADERSHIP

REPoRT CARD


Chapter/Colony FQ CPLA KRLC WI UIFI LC Total MPSTennessee 1 9 3 13 $500 Texas 1 7 8 $500 Texas A&M 1 0 5 1 7 Texas A&M-CC 1 7 2 10 Texas at Arlington 1 6 1 8 Texas Tech 1 9 3 1 1 15 Toronto 1 X 1 2 $500 Truman State 1 8 8 17 $500 Utah 1 7 8 Vanderbilt 1 7 8 Villanova 1 X 1 $500 Virginia 1 X 12 13 $500 Virginia Tech* 1 X 8 2 11 $500 Wabash* 1 X 8 9 18 Washington* 1 10 4 2 12 29 $500 Washington & Jefferson 1 X 4 5 $500 Washington and Lee* 1 X 3 6 10 $500 Washington in St. Louis 3 1 4 3 4 15 $500 Washington State 1 8 1 1 11 $500 Wesleyan X 0 West Chester 1 X 1 2 1 5 $500 West Virginia 1 X 1 $500 Westminster 1 X 1 2 $500 Whitman 1 4 5 Wichita State 8 1 9 Willamette 1 4 1 6 $500 William & Mary 1 1 X 5 1 3 11 $500 Wisconsin 1 8 9 $500 Wisconsin-Oshkosh 1 6 3 10 $500 Wittenberg 1 X 1 5 7 $500 ToTAL 11 101 557 247 39 281 1236 $43,000 * Charles Henry Hardin Leadership Development Award winner. This award is extended to chapters and colonies that send 15 or more total participants - or at least 20% of the chapter roster - to at least 3 different Foundation sponsored leadership development programs (excluding Keystone.) X - Chapter was unable to attend Keystone due to winter weather.

Chapter/Colony FQ CPLA KRLC WI UIFI LC Total MPSKansas 1 0 1 2 Kansas State 1 X 8 9 $500 Kenyon X 0 $500 Kettering A* 1 8 2 2 13 $500 Kettering B* 1 9 6 2 18 $500 Knox 8 2 1 3 14 Lawrence 8 9 17 Louisville 1 8 4 2 1 16 $500 Loyola Marymount 1 7 1 9 $500 Maine 1 X 4 1 1 7 $500 Maryland* 1 X 2 3 6 Miami* 1 X 3 15 19 $500 Miami (Fla.) 1 8 9 $500 Middle Tennessee State 1 7 8 $500 Minnesota* 1 8 7 1 17 $500 Mississippi 1 8 1 10 $500 Missouri 1 X 2 10 13 $500 Missouri-Kansas City 1 8 7 1 17 $500 MIT X 9 1 1 11 Nebraska 1 8 6 6 21 North Carolina 1 8 6 15 $500 North Dakota 1 7 1 9 $500 Northeastern* 1 8 1 1 11 $500 Northwestern 1 8 5 2 16 Nova Southeastern 1 9 10 $500 Ohio X 1 1 Ohio State 1 X 1 3 5 $500 Oklahoma 1 7 2 10 Oklahoma State 1 8 9 $500 Oregon 1 7 8 $500 Penn State 9 6 15 $500 Pennsylvania X 0 $500 Puget Sound 1 9 3 1 14 $500 Purdue 1 8 2 10 21 Saint Louis 1 X 1 1 3 $500 San Diego* 1 12 9 1 4 27 $500 San Jose State 1 8 1 10 Sewanee 1 5 2 1 9 $500 SMU 8 2 4 14 $500 South Carolina 5 1 2 8 $500 South Dakota 1 X 5 6 Southern California 1 8 1 4 14 $500 Southern Illinois 5 1 6 $500 St. Lawrence 2 1 3 $500 Stevens 1 X 4 5 $500

98.3% Percentage of Beta chapters participating in

one or more leadership program in 2010.



BRIDGE BUILDER SoCIETYMERIT SCHoLARSHIPS

Named Endowment FundsThe Beta Theta Pi Foundation has been blessed over the years as a result of so many Betas, Sweethearts and Friends of Beta giving gifts for the creation and perpetuation of named endowment funds. These generous gifts were contributed for a variety of purposes, and they all work together to provide for todays and tomorrows generation of young Beta leaders.

With a long-term investment perspective one overseen by the Beta Theta Pi Foundation Board of Directors and a cadre of capable investment advisors these funds continue to grow in value and impact.

By official policy, all named endowment funds are subject to the boards 4% of the 12-quarter average annual distribution guideline. Calculated each December 31st for the coming years fiscal budget, this policy allows for generous distributions from each fund annually, while at the same time emphasizing compounding growth for the benefit of future endeavors of Beta students, leaders and organizational priorities.

Funds Categorized by Focus of Support (Alphabetical by Last or Key Name in Title)

Foundation and Administrative office Property Funds Brennan Hall Fund Harold S. Hook Heritage Fund

Leadership Development Funds Robert E. and Virginia Bartnett Leadership Fund C. Huston Bell Leadership Fund Kyle L. Bennett Memorial Leadership Fund Robert A. Bennett Memorial Leadership Fund Beta Nu Endowment Fund Brant Brothers Leadership Fund L. Robert Clough Memorial Leadership Fund Minnie and Gordon Cobb Leadership Fund Robert L. Cottrell Oxford Cup Leadership Fund C. W. (Buddy) Croft Memorial Leadership Fund Delta Bridge Builder Fund Delta Gamma Leadership Fund Delta Omega Leadership Fund Delta Xi Alumni Leadership Fund Nathan J. and Sara Deno Leadership Fund Michael J. and Glenda Dubes Leadership Fund Ralph N. Fey Memorial Leadership Fund Burton L. Gerber Leadership Fund William F. and Helen Hahn Leadership Fund W. Martin and Valerie Haskell Experiential Leadership Fund MacGregor H. Hill, II Leadership Fund Amb. Glen A. Holden Leadership Fund Judson A. and Kara Horras Leadership Fund Michael D. Kokkinen Leadership Fund Legends Leadership Fund Thomas A. Lipton Leadership Fund Thomas H. McCasland, Jr. Leadership Fund Peter A. and John W. Morse Leadership Fund Thomas C. Olver Leadership Fund Russell E. Palmer Leadership Fund Parents Principle Fund William H. Ray Memorial Leadership Fund Gant and Fran Redmon Leadership Fund Edward P. Roski, Jr. Leadership Fund John H. and Leslie Stebbins Leadership Fund

H. H. Stephenson, Jr. Leadership Fund Mary E. Tharp Leadership Fund Dr. Robert Tigner Leadership Fund Hal A. VonSick Memorial Leadership Fund Washington State Leadership Fund J. Lyle (Bud) Wells Leadership Fund David W. Wright Leadership Fund

Men of Principle Scholarship Funds Mark F. Alder Men of Principle Scholarship Fund Anderson-Groom Men of Principle Scholarship Fund Murray S. Johnson Men of Principle Scholarship Fund J. William Romero Men of Principle Scholarship Fund H. Gordon Ross Men of Principle Scholarship Fund

Personnel Chairs and operating Funds Herschel H. and Mary Ann Bowyer Endowment Fund George R. and William B. Corlis BLF Gift Fund Stockton D. Fisher Foundation Director Fund Founders Fund Charles O. McCormick, III M.D. Leadership Consultant Fund Warren R. Staley Volunteer Development Fund Daniel L. Westra Leadership Consultant Fund

Programmatic Funds Chicago Chapter Fund Donald W. English Beta Wilderness Challenge Fund Peter F. Greiner Leadership College Fund Miller Nichols Chapter Presidents Leadership Academy Fund Hugh E. Stephenson, Jr. Leadership Summit Fund John and Nellie Wooden Institute for Men of Principle Fund

Merit Scholarship Funds W. H. (Bert) Bates Oxford Cup Scholarship Fund Stephen D. Bechtel, Jr. Oxford Cup Scholarship Fund Bertram W. Bennett Memorial Scholarship Fund Kyle R. Blanco Memorial Scholarship Fund Seth R. and Corrine H. Brooks Memorial Scholarship Fund Edward M. Brown Oxford Cup Scholarship Fund Frederick S. Bucholz Scholarship Fund Harold C. Buckingham Memorial Scholarship Fund Adam S. Burford Memorial Scholarship Fund Thad Byrne Memorial Scholarship Fund

NAMED FUNDS FRIENDS oF BETA & PARENTS


John L. Calvert Memorial Scholarship Fund Thomas D. and Karen H. Cassady Scholarship Fund Oscar Chapman Memorial Scholarship Fund Cleveland Alumni Association Scholarship Fund Donald S. Dawson Memorial Oxford Cup Scholarship Fund William W. Dawson Memorial Scholarship Fund Delta Tau Scholarship Fund W. Todd Elias Memorial Scholarship Fund Karl W. Fischer Memorial Scholarship Fund James L. Gavin Memorial Scholarship Fund Burton L. Gerber Scholarship Fund Clifford C. Gregg Memorial Scholarship Fund Ronald, Randall and Roger Helman Scholarship Fund George L. and June L. Herpel Scholarship Fund Douglas W. Hill, Jr. Scholarship Fund John A. Hill Memorial Scholarship Fund Daniel A. Holmstrom Memorial Scholarship Fund Robert T. Howard Memorial Oxford Cup Scholarship Fund Indianapolis Alumni Association Scholarship Fund James P. Kirkgasser Memorial Scholarship Fund Carl A. Kroch Oxford Cup Memorial Scholarship Fund Robert C. Lafferty Memorial Scholarship Fund Otho E. Lane Memorial Scholarship Fund Horace G. Lozier Memorial Scholarship Fund Steven Craig Merrill Memorial Scholarship Fund Shelby L. Molter Music Education Fund Edith Cantor Morrison Memorial Scholarship Fund Douglas J. Neely Memorial Scholarship Fund Ocelot Scholarship Fund E. William Palmer Memorial Scholarship Fund John J. and Elizabeth Rhodes Scholarship Fund Ben C. Rich Memorial Scholarship Fund William C. Scheetz Memorial Scholarship Fund Scotty-Jenks Memorial Scholarship Fund Fred A. Seaton Memorial Scholarship Fund Col. Richard R. (Misty) and Sally Shoop Scholarship Fund Col. John R. Simpson Memorial Scholarship Fund H. H. Stephenson, Jr. Memorial Oxford Cup Scholarship Fund Hugh E. Stephenson, Jr. Oxford Cup Scholarship Fund Michael W. Toennis Scholarship Fund Mom Troth Memorial Scholarship Fund Gupton A. Vogt Oxford Cup Memorial Scholarship Fund

New Named Fund Profiles

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Dr. Robert Tigner Leadership Fund Marc Tower, Truman State 05 along with other loyal Zeta Xi Chapter donors established this new named endowment fund to honor long-time Truman State Chapter Counselor and member of Phi Gamma Delta, Dr. Robert Tigner, Friend of Beta. Dr. Tigner has served as a facilitator for many of Betas leadership programs, and he has been an active and engaged chapter counselor for Truman State since 1996. On an annual basis, the Dr. Robert Tigner Leadership Fund will provide sponsorships to Betas award winning leadership programs for undergraduates at Truman State University. Dr. Tigner lives in Kirksville, Missouri with his son, Jack. CommentLike

Delta Omega Leadership Fund Mark Slaney, Maryland 92 recently established the Delta Omega Leadership Fund. This new fund will provide leadership development sponsorships for members of the Delta Omega Chapter on an annual basis. Brother Slaney has served as the chapters Housing Corporation President since 1994, and he values the importance of building principled men through the Foundations leadership programs. Mark and his wife Michele live in Crofton, Maryland with their three children. CommentLike

John L. Calvert Memorial Scholarship Fund The John L. Calvert Memorial Scholarship Fund was established by Gary Piligian, Georgia Tech 82 along with other Gamma Eta alumni and friends in memory of John and Elizabeth Calvert, Georgia Tech 83. This new named endowment fund will provide tuition scholarships to undergraduate Betas at Georgia Tech University who show strong academic achievement, chapter service/leadership, and campus service/leadership. CommentLike

A minimum of $10,000 pledged is necessary to establish a named endowment fund within the Beta Theta Pi Foundation. For additional information on how best to establish a named endowment fund in your name or the memory/honor of someone close to you, please contact director Jonathan Brant, Miami 75, Martin Cobb, Eastern Kentucky 96 or Ryan King, Southern Illinois 01 at 800-800-BETA.


The top eight Founders scholarships (pictured below) are endowed by an estate gift of Robert C. Lafferty, Ohio Wesleyan 28.

Founders Scholarships

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Beta Foundation Merit ScholarshipsThe Beta Theta Pi Foundations Merit Scholarship Program, instituted in 1949 by the Beta Theta Pi Board of Trustees, has enabled many outstanding students to achieve their academic endeavors by providing important financial assistance.

Beta Theta Pi offered 68 scholarships totaling $82,675 to undergraduate and graduate student members of the Fraternity as well as sons and daughters of Betas who excelled in the areas of academics, chapter leadership and campus/community involvement. Their achievements and leadership range from officer roles within the chapter, student government and interfraternity councils, to honorary societies such as Order of Omega, Phi Eta Sigma and Golden Key. This years scholarship recipients are active in varsity athletics, university-wide organizations and philanthropy. They are often Eagle Scouts, community volunteers, youth coaches and tutors.

For more information about next years opportunities, visit www.betathetapi.org. Scholarship forms and details will be available on the website in early February. The deadline for submission is April 1.

All scholarships will be awarded prior to the 172nd General Convention in Seattle, Washington.

$2,150 John Reily Knox Memorial Scholarship Thomas H. Chaffee, Kansas State 12

$2,150 James George Smith Memorial Scholarship Eric R. Hunt, Westminster 11

$2,150 Charles Henry Hardin Memorial Scholarship Alec J. Maghami, Washington 11

$2,150 Thomas Boston Gordon Memorial Scholarship Paul J. Moustoukas, Georgia Tech 11

$2,150 Samuel Taylor Marshall Memorial Scholarship Blake L. Choisnet, Oklahoma State 11

$2,150 David Linton Memorial Scholarship Andrew C. Lane, John Carroll 12

$2,150 John Holt Duncan Memorial Scholarship Shane E. Meckler, Central Florida 11

$2,150 Michael Clarkson Ryan Memorial Scholarship David A. Robertson, Missouri 11

$1,925 Bertram W. Bennett Memorial Scholarship Scott A. Shuffield, Maryland 12

$1,725 Ben C. Rich Memorial Scholarship Zachary J. Gerdes, Louisville 11

$1,700 Frederick Bucholz Scholarship Ryan A. Kennedy, Iowa State 11

$1,650 Horace G. Lozier Memorial Scholarship Jeffrey W. Zapolski, Central Michigan 11

$1,450 Todd Elias Memorial Scholarship Giacomo Panizzolo, Nebraska 12

$1,350 Fred A. Seaton Memorial Scholarship Brett A. Basom, Kansas State 12

$1,350 Fred A. Seaton Memorial Scholarship Taylor R. Pankratz, Kansas State 11

$1,350 John J. and Elizabeth Rhodes Scholarship Thomas J. McGowan, Kansas State 12


FRIENDS oF BETA & PARENTS

BRIDGE BUILDER SoCIETYNAMED FUNDS MERIT SCHoLARSHIPS


$1,350 John J. and Elizabeth Rhodes Scholarship Benjamin T. Yunk, Kansas State 12

$1,350 Thad Byrne Memorial Scholarship Andrew Porter-Price, Connecticut 11

$1,350 William H. Bates oxford Cup Scholarship Daniel P. Kaufman, Case Western Reserve 11

$1,300 John L. Calvert Memorial Scholarship Scott P. Goodson, Georgia Tech 12

$1,275 Cleveland Alumni Association Scholarship Philip R. Erford, Dayton 11

$1,275 Cleveland Alumni Association Scholarship Steven F. Profitt, Denison 12

$1,275 Cleveland Alumni Association Scholarship William C. Worms, John Carroll 12

$1,275 otho E. Lane Memorial Scholarship Chad L. Snider, Miami 12

$1,250 George & June Herpel Memorial Scholarship Nicholas D. Allen, Kansas 10

$1,250 George & June Herpel Memorial Scholarship Behren D. Aydt, Idaho 10

$1,250 George & June Herpel Memorial Scholarship Mark D. Epstein, Northeastern 10

$1,250 Seth R. & Corinne H. Brooks Memorial Scholarship Kathryn R. Ikenberry, Daughter of David Ikenberry, Penn State 83

$1,250 Seth R. & Corinne H. Brooks Memorial Scholarship Katherine A.M. Luthey, Daughter of G. Dean Luthey, Oklahoma 76

$1,200 William C. Scheetz Family Scholarship Joshua M. Doorn, South Dakota 12

$1,200 William C. Scheetz Family Scholarship Jason C. Ho, Pennsylvania 06

$1,175 E. William Palmer Memorial Scholarship Alexander A. Heshmaty, Florida 12

$1,125 oscar Chapman Memorial Scholarship Tanner M. Miller, DePauw 11

$1,100 John R. Simpson Memorial Scholarship Matthew M. Bennett, Miami 12

$1,100 John R. Simpson Memorial Scholarship Christopher J. DeNicola, Miami 11

$1,100 John R. Simpson Memorial Scholarship Michael B. Hofmann, Miami 12

$1,100 John R. Simpson Memorial Scholarship Tyler R. Peters, Miami 12

$1,100 John R. Simpson Memorial Scholarship Douglas C. Wagner, Miami 12

$1,100 John R. Simpson Memorial Scholarship Thomas S. Wiese, Miami 11

$1,100 John R. Simpson Memorial Scholarship Steven C. Young, Miami 12

$1,075 Carl A. Kroch oxford Cup Memorial Scholarship Devon J. Roehrich, North Dakota 11

$1,050 Douglas J. Neeley Memorial Scholarship Scott E. Forsythe, Kenyon 12

$1,050 Douglas J. Neeley Memorial Scholarship Matthew C. Lippert, Kenyon 12

$1,050 Steven Craig Merrill Memorial Scholarship Christian R. Dibblee, Virginia 11

$1,025 Douglas W. Hill, Jr. Memorial Scholarship Ian P. Dawley, Florida 12

$1,025 Douglas W. Hill, Jr. Memorial Scholarship Alexander S. Harris, Sewanee 11

$1,025 Douglas W. Hill, Jr. Memorial Scholarship Joshua C. Miracle, Wabash 11

$1,025 James L. Gavin Memorial Scholarship Sean C. Grutzmacher, North Dakota 11

$1,025 James L. Gavin Memorial Scholarship Joseph W. Kelly, Alabama 11

$1,025 James L. Gavin Memorial Scholarship Seth M. Ramey, SMU 12

$1,025 William W. Dawson Memorial Scholarship James E. Allen, Kansas 11

$1,025 William W. Dawson Memorial Scholarship Valentin Hernandez, Kettering B 11

$1,000 Edward M. Brown oxford Cup Memorial Scholarship Steven R. Cripe, II, Miami 12

$1,000 Edward M. Brown oxford Cup Memorial Scholarship Cameron S. Manders, Miami 11

$1,000 L. Robert Clough Memorial Scholarship Ryan T. Fairley, South Dakota 11

$900 Thomas D. & Karen Cassady Scholarship Eric T. Masters, Cincinnati 11

$850 Ronald, Randall & Roger Helman Scholarship Bret P. Keough, Miami 12

$800 Edith Cantor Morrison Memorial Scholarship Austin D. Rich, Oklahoma State 12

$800 Gupton A. Vogt oxford Cup Memorial Scholarship Michael J. Consoli, Stevens 12

$750 James P. Kirkgasser Memorial Scholarship Corey J. Parent, St. Lawrence 12

$750 Misty & Sally Shoop Scholarship Steven D. Ebers, Jr., Southern Illinois 13

$725 Michael W. Toennis Memorial Scholarship John R. Haase, Kettering A 12

$650 Stephen D. Bechtel oxford Cup Scholarship Hunter A. Haralson, Texas Tech 12

$625 Delta Tau Chapter Scholarship David P. Duncan, Florida 11

$500 H. Hiram Stephenson Memorial oxford Cup Scholarship Jeremy A. Riesenburger, Florida 11

$500 Hugh E. Stephenson oxford Cup Scholarship Alexander W. Akers, California, Los Angeles 11

$350 Adam S. Burford Memorial Scholarship Cory L. Carpenter, West Virginia 12

$250 Shelby Molter Music Education Scholarship Nikolas A. Ross, Lawrence 11

Total Merit Scholarship Awards *Number of Merit Scholarships Awarded

$0

$50,000

$55,000

$60,000

$65,000

$70,000

$75,000

$80,000

$85,000

$90,000

FY04 FY05 FY06 FY07 FY08 FY09 FY10

$82,550 66*

$58,900 58*

$66,500 64*

$68,975 58*

$83,425 69* $82,175

65*$82,675

68*

ProfilePurpose: The purpose of the Beta Leadership Fund is to provide the financial resources that staff and operate the Men of Principle initiative, the Fraternitys award-winning leadership programs, the educational Foundation, and important alumni outreach activities.

Annual Supporters: Beta alumni, undergraduates, Friends of Beta, parents and family members

BLF Gifts Received in FY10: $863,268 (Goal: $850,000)

BLF Donors in FY10: 3,753 individuals (2,471 alumni, 249 Friends of Beta & Parents, 1,033 undergraduates)

First Time BLF Donors in FY10: 1,322 individuals

Sons of the Dragon Club: In FY10 the Beta Foundation launched the Sons of the Dragon Club the first annual giving club for undergraduates. 1,033 young men joined the club with a contribution of $18.39 or more to the BLF.

AnnuAl AnD liFeTime GivinG SocieTieS The following list, in chapter order, reflects all donations made to the Beta Foundation (BLF, chapter funds, or named leadership/scholarship funds) from June 1, 2009 through May 31, 2010. Also included in this section are the Fraternitys Lifetime Giving Societies, which reflect donors cumulative gifts for their lifetime. Consult the legend throughout the listing for symbols that depict the various annual and lifetime giving societies.

chAiRmAnS leTTeRFRienDS oF BeTA & PARenTSBRiDGe BuilDeR

SocieTYWAYS To Give

The Beta leadership fund is developing todays undergraduates for tomorrows possibilities

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In all things that are purely social we can be as separate as the fingers, yet one as the hand in all things essential to mutual progress.

Booker T. Washington

BlF & DonoR RecoGniTion



The Beta Leadership Fund made my experience at The Wooden Institute possible! It allowed Betas who are passionate about the Fraternity and leadership to come together, learn and share in an unforgettable experience without the burden of finances weighing them down. As a member of the Sons of the Dragon Club, I want all Beta undergraduates and alumni, to support the BLF and make similar experiences possible for future Betas. Patrick Hinds, Loyola Marymount 12

I give to the BLF because I know the leadership programs are outstanding. Beta teaches real-world lessons in a context that is exciting for young people. Dr. Robert Tigner, Friend of Beta


Annual Giving Clubs (June 1, 2009 - May 31, 2010) Laurel Wreath Club ................... $50,000+

Wooglin Club .............................. $25,000

The ___kai___ Club .................... $10,000

Pink & Blue Club......................... $5,000

Grecian Shield Club ................... $2,500

John Reily Knox Club ................ $1,500

Beta Grip Club ............................ $1,000

Beta Dragon Club ...................... $500

1839 Club ..................................... $250

Mystic Circle Club ..................... $100

Sons of the Dragon Club Annual recognition is for undergraduates who gave $18.39 or more to the BlF.

lifetime Giving Societies (G) Old Main Society ....................$1 Million+ (%) Campanile Society ........... $500,000 (O) Chautauqua Society ....... $250,000 (t) Diamond Society .............. $100,000 (Z) Rose Society ..................... $50,000 (&) Founders Society ........... $25,000 (&) Presidents Society .......... $10,000 (Y) Loving Cup Society .......... $5,000 (%) Beta Society ...................... $1,000

The Kai-Tech club* *Annual recognition is automatic by making a gift online at www.betathetapi.org/gift.



I give to the BLF because I believe in Beta Theta Pi. It is inspiring to give to a fraternity that is so invested in the continued growth and success of its members. Beta is changing lives and I am honored to be a part of it. Lindsey Mercer, Friend of Beta

It is important that I annually reflect on what Beta Theta Pi has done for me in my life. Giving regularly to the Beta Leadership Fund is my way of showing my lifelong commitment to our Great and Good Fraternity. Willie Romero, UNLV 95



Wooglin Club .............................. $25,000

The ___kai___ Club .................... $10,000

Pink & Blue Club......................... $5,000



Beta Grip Club ............................ $1,000

Beta Dragon Club ...................... $500

1839 Club ..................................... $250







Respect your fellow human being, treat them fairly, disagree with them honestly, enjoy their friendship, explore your thoughts about one another candidly,

work together for a common goal and help one another achieve it. Bill Bradley



Wooglin Club .............................. $25,000

The ___kai___ Club .................... $10,000

Pink & Blue Club......................... $5,000



Beta Grip Club ............................ $1,000

Beta Dragon Club ...................... $500

1839 Club ..................................... $250







50.0%

45.0%

40.0%

35.0%

30.0%

25.0%

20.0%

15.0%

10.0%

5.0%

0.0%FY06 FY07 FY08 FY09 FY10

13.8%

4.7%4.2%

14.8%

8.8%**

Fundraising efficiency Ratio

Beta Theta Pi FoundationIndustry Standard AVG for All Fraternity Foundations

35% 35% 35% 35% 35%

23%20%

The Fundraising Efficiency Ratio (FER) represents the percentage of each dollar received that is used on fundraising expenses (Fundraising Expenses/Annual Support). The lower the Beta Foundations FER, the more we can invest in the development of our undergraduate members through our leadership programs.

* The average FER for all Fraternities is reported by the NICF and is only available through FY08.

** The Beta Foundations FER for FY10 are unofficial numbers until the completion of our annual audit by Blue & Co. LLC.

24%



Wooglin Club .............................. $25,000

The ___kai___ Club .................... $10,000

Pink & Blue Club......................... $5,000



Beta Grip Club ............................ $1,000

Beta Dragon Club ...................... $500

1839 Club ..................................... $250







Special thanks to our members of the inaugural 2010 Sons of the Dragon Club Giving Council. These 10 chapter presidents helped launch the Sons of the Dragon Club across Betas Broad Domain and their hard work enlisted support for the BLF from 1,033 undergraduates totaling $22,298 in FY10. Pictured above from the left are the following:

Jordon Gofourth, Purdue 11 Andrew Lane, John Carroll 12 Justin Foster, West Chester 11 Scott Seiffer, Northeastern 11 Kyle Shaner, Eastern Kentucky 11 Javier Nahmias, Florida International 11 Peter Shea, Oregon 11 Thomas Reese, Oklahoma 11 Fred Myrtle, San Diego 11 Tony Peccatiello, Virginia 11

As the Beta journey teaches us, the success of our Fraternity is dependent upon brothers Building a Bridge for those who follow. Joining the Sons of the Dragon Club is an excellent way for you as an undergraduate to Leave your mark...for the kai. Chapter President Fred Myrtle, San Diego 11

Attention Beta Alumni! If you are interested in offering a matching gift that challenges the undergraduates from your chapter to join the Sons of the Dragon Club, contact Director of Advancement Ryan King, Southern Illinois 01, by phone at 800-800-BETA or email [email protected].

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Sons of the Dragon Club Giving Council



180

170

160

150

140

130

120

110

100FY06

140

FY07

171

FY08

159

FY09

132

FY10

145

John Reily Knox club members $1,500+ Annually

Num

bers

of $

1,500

+ D

onor

sSpecial ThanksThank you to these Foundation Ambassadors who worked hard throughout the fiscal year to enlist support for the Beta Leadership Fund from their chapter brothers. Their support helped the Beta Foundation raise $863,268 for the BLF in FY10.

FY10 Foundation Ambassadors Brad Brown, Oklahoma 07 chris Donlon, Carnegie Mellon 10 Travis Fischer, Minnesota 05 Seth Freeman, Case Western Reserve 04 max harden, Washington 09 Todd mattox, Nebraska 02 Jim mcclanahan, Miami 60 Brett Rundle, Kansas State 06 Kevin Widmaier, Georgia Tech 08


Having been fortunate enough to become actively involved in Betas leadership programs, I have seen firsthand the positive impact they have made and continue to make on our undergraduates and on Betas future. Because of those experiences, I contribute annually to the Beta Leadership Fund and I have become passionate in volunteering my time and efforts to ensure these leadership opportunities continue. Jim McClanahan, Miami 60



Wooglin Club .............................. $25,000

The ___kai___ Club .................... $10,000

Pink & Blue Club......................... $5,000



Beta Grip Club ............................ $1,000

Beta Dragon Club ...................... $500

1839 Club ..................................... $250







Your gift to the Beta Theta Pi Foundation is deductible to the fullest extent allowed by law. The Foundation is a 501(c)(3) charitable organization.

I give annually to the Beta Leadership Fund because the world will always need positive role models who have the courage to make a difference. If you believe as I do that the next generation will require leaders of the utmost character and ability, then you must do something about it. Supporting the BLF makes me feel optimistic and confident about those to whom we hand the future. Steve Brylski, Virginia Tech 06

I support the Beta Leadership Fund because without it, I would never have been able to realize the importance of values-oriented leadership. Alex Gardner, Puget Sound 11



Wooglin Club .............................. $25,000

The ___kai___ Club .................... $10,000

Pink & Blue Club......................... $5,000



Beta Grip Club ............................ $1,000

Beta Dragon Club ...................... $500

1839 Club ..................................... $250







A hidden connection is stronger than an obvious one. Heraclitus of Ephesus



Wooglin Club .............................. $25,000

The ___kai___ Club .................... $10,000

Pink & Blue Club......................... $5,000



Beta Grip Club ............................ $1,000

Beta Dragon Club ...................... $500

1839 Club ..................................... $250






Top 10 chapters by number of Donors 1. Miami ......................................................148 2. Georgia Tech ............................................79 3. Kansas State ............................................77 4. Virginia ......................................................74 5. Cincinnati .................................................73 6. Oklahoma .................................................72 7. Missouri ....................................................69 8. Nebraska .................................................. 64 9. Case Western Reserve ..........................63 10. William & Mary ......................................59

Giving to the Beta Leadership FundTop 10 chapters by Dollars contributed 1. Oklahoma ...................................... $68,019 2. Miami .............................................$66,475 3. Kansas State ................................. $43,918 4. Iowa State .....................................$40,420 5. Cincinnati ...................................... $27,263 6. Vanderbilt .......................................$26,194 7. MIT..................................................$24,024 8. Missouri ......................................... $23,978 9. Case Western Reserve ...............$20,236 10. Lawrence ........................................$17,200


Beta Bridge Building 101: We are always in debt to those who have nurtured, guided and taught us over the years, and one of our greatest responsibilities is to return the favor by doing the same for others. I continue to be extremely blessed and grateful for my Beta experiences and the least I can do is lend a hand to a fellow brother. I have participated in many of the Foundations programs and know their value firsthand. I have also had FOBs from other fraternal organizations tell me that our leadership programs are second to none. For all these reasons, I willingly support the Beta Leadership Fund each year! Randy Master, Hanover 82



Wooglin Club .............................. $25,000

The ___kai___ Club .................... $10,000

Pink & Blue Club......................... $5,000



Beta Grip Club ............................ $1,000

Beta Dragon Club ...................... $500

1839 Club ..................................... $250







I am extremely grateful that the Beta Foundation provides me the opportunity to attend quality leadership programs. As a result, I am happy to join the Sons of the Dragon Club and support the Beta Leadership Fund as an undergraduate and beyond for as long as I am able. Steven Cruz, Florida International University 11

As both a participant and facilitator at various Beta Leadership programs, Ive seen how they enhance the undergraduate Beta experience. I will continue to support the BLF because I am confident that every dollar donated benefits todays Beta undergraduates. Marc Tower, Truman State 05



Wooglin Club .............................. $25,000

The ___kai___ Club .................... $10,000

Pink & Blue Club......................... $5,000



Beta Grip Club ............................ $1,000

Beta Dragon Club ...................... $500

1839 Club ..................................... $250







The human connection is the key to personal and career success. Paul J. Meyer


Bridge Builder Society WayS to give

chairmanS letter Foundation leaderShip

FriendS oF Beta & parentS

Reginald AchillesAetna FoundationMichael AlexJessica L. AllenNancy AllettoAlston & Bird LLPAltria Employee Involvement ProgramsGustavo AmaralMarcia AmstutzElizabeth AndersonTed AndersonGeorge AndreaeMildred ArmstrongAnne ArseneauRichard & Barbara AusickBruce & Elizabeth BackusLesly BakerJoan Baker-ThompsonPeter K. BaldacciBruce BaloyBank of America FoundationJohn BarentinePhilip BarileLinda BartolozziReba C. BaylissMegan BebbCathreine BeeckmanRonald & Louise BennettHarold BergmanRonald W. Beshear

The Beta Theta Pi Foundation is encouraged by the outstanding participation of parents, corporations and Friends of Beta as they support our undergraduate members. In 2010 the Beta Foundation was supported by an Honorary Friend of Beta Chairman and an Honorary Parent Couple. With the help of a $5,000 matching challenge gift by Foundation Director Mike Dubes, Iowa State 66 and his wife Glenda, 278 Friends of Beta, parents and matching gift companies made gifts to the Foundation totaling $95,599 in FY10. Thank you again to the following friends of the Fraternity who help make our high-quality leadership programs possible.

Marla B. BlackBryce & Kathi BlairEarl BlanksJohn & Lori BrackettBrian BreittholzBrennan Family FoundationPaul & Connie BrennanAnne A. BrownSue BrownleeAmy BuchDavid BuchholzDan BureauJoni BurkeRaford Bussey, Sr.Gregory ButeynJoseph & Sharon CainJohn & Candace CaleyAnn CameronLana CameronCampbell & Campbell Attorneys at LawCapital GroupNancy CappelmannMichelle CastroScot ChambersCarl & Dolores CioffiAlbert ClairmontPatrick ClarkGene & Jill CohnJackie CollierChristopher & Bonnie Covington

Debbie CripeLeslie CunninghamChandra DafferRobert & Sharon DaggettLee & Phyllis DavisKathleen Lis DeanMargaret E. DudgeonDan & Patti DugganAshley DyeButch EaderPaul & Lynn EbsenCraig EshlemanEdward FarrarLeslie FasonePatricia FechterTamara FedeleNelson FernandesMark B. & Louesa Runge FineElizabeth FisherKerry FlemingSeymour & Jane FletcherCindy FlickingerFluor FoundationMichael & Ivy FosterRonald W. FrankGretchen FreyR. Michael GadbawNancy GaldiMichael GarbinAndrea Gaspardino KovachyPhilip Gaudet

GE FoundationMelanie GeeMark GehmanRoy GeigerJohn & Justine GelinasJaleea GeorgeTheodore & Tracy GeorgisCassie GerhardtPatrick & Karen GideonPhillip GilDouglas GoeringSteven & Jennifer GoldsteinJason P. GomezJohn & Sherrill GrayStephen & Cathy GreenNorma GriffithLinda GrubenMickey GunkelTim & Annemarie HaakeAnn HaasHarlan Laboratories, Inc.Mary Hart, MDMarie R. HeedHewlett-Packard CompanySally HilkeneWilliam HillJohn HobbsWilliam & Vanessa HoekstraTimothy HolmstromKristin HrynczukErin HuffmanIntermec Foundation

honorary Friend of Beta profile

Fy10 honorary Friend of Beta: Ashley Dye, Pi Beta Phi

professional title: Assistant Dean of Students for Fraternity/Sorority Affairs at the University of Illinois

Beta involvement: The Wooden Institute Facilitator (2002, 2004, 2005, 2007, 2008, 2010); The Presidents Academy Facilitator (2007, 2008); The Leadership College Facilitator (2008, 2010)

honorary FOB responsibilities: Enlisting support for the Beta Leadership Fund from other Friend of Beta volunteers and Fraternity/Sorority Professionals.

FOB volunteer giving results: In fiscal year 2010, 58 Friend of Beta volunteers contributed $6,435 to the Beta Leadership Fund which is a 649% increase from fiscal year 2009.

Why i give: I give to the Beta Leadership Fund annually because Betas leadership programs have a profound impact on the undergraduate members who participate. Comment Like


Tom JacksonSara L. JahansouzGregory & Yevette JessenMegan JohnsonEmily JohnstonChris & Patricia JonesDavid & Vickie JoyceJP Morgan Chase FoundationDaniel JurgensKappa Kappa Gamma Sisters of Janet FrymanMark KellerMargaret KellyEli KerKey FoundationKimberly-Clark Foundation Inc.Larry & Mary KimmellGreg KingHarold B. King, JrEdward KirklinKirklin and CompanyStephen & Susan KirschnerKassie KissingerMark KleinTim KlitchGina KochsiekMark KoepsellJoan KonstadGary KoobaSue Kraft FussellCary & Lisa KravetJessica LagrangeCarolyn LanterSteven LaPortaLaura L. LednikRichard & Susan LeeLeonard, Street & Deinard

Jennifer LeungHelen LidstoneHongy LinDwayne LittlefieldLubrizol FoundationKatherine LutheyZuzanna MajcherBryant ManningRachel MarshBrian MatusekKenneth & Patricia McBridePat McCallisterChristine McGillAndrew & Helen McKinnonJeff & Debbie McNaulLindsey MercerBernidene MerrillMerrill Lynch & Co. FoundationMicrosoftSuzan MitchellJustin H. MoenMarc MoresKristin MorganMorton Family FoundationRicardo MuozThomas MurrayWilliam R. NelsonEric NormanNorthwestern Mutual FoundationKelly C. OpipariJames M. PatellMarilyn PattersonKyle PendletonPepsico FoundationAndrea PetersenPhilip & Beth PettiPfizer Foundation

Phelps Dunbar LLPJohn W. PhillipsSteven PhillipsTerry PhillipsPi Beta Phi FraternityKen PoppeProgressive Insurance FoundationJoshua David PurcellQuad GraphicsDawn K. QuaneJohn & Nancy QuickeChristine QuisenberryAnn ReeseBetty ReineckeJerry ReisBarbara F. ReyleClete & Ellen RheinlaenderLinda A. RigdonAnella RiggsCaitlin RobertsGary RodmakerAmanda RodriguezPaul RosascoPaul & Christina RyskiewichSafeway, Inc.Joseph & Robin SalvatoDavid SchaferKimberly SchmidtPaul & Beth SchmitzMeghan ScottScripps Howard FoundationKathy ShanerElizabeth ShortsAlexander ShuskoMichael & Susan SilvermanLindi SmedbergBill SmithJoseph Smith

Robert SmithMatthew SnookThomas SpencerGordon SprouseJenna SpurrierJoseph S. StaceyCharles & Hilah SteenrodMorris B. StephensThomas StephensChuck & Linda StewartTodd C. SullivanJulie SwainDorothy W. TaggartScott TaylorPaul & Elizabeth TedmanMary E. TharpThrivent Financial for Lutherans FoundationRobert TignerUnilever United States FoundationMegan VadnaisCorinne VegaMichael VonderHeideWachovia FoundationLaura A. WagnerJames H. WarsawTodd WellsJanet WilderJohn WinkelmanLinn WinterbothamGary WisniewskiEric WolfErika WolfordXcel Energy FoundationVincent & Milissa Yevins

Fy10 honorary parent couple: Lee and Phyllis Davis

children: Son James, Mississippi 10; Daughter Alexa (Phi Mu).

professional Background: Lee is a Lieutenant Colonel in the Mississippi Air National Guard and Phyllis is a Special Education Teacher at Pearl Public School District.

Sorority involvement: In 2009-10 Phyllis served as National Vice President of Membership Development for Delta Zeta Sorority and as National Panhellenic Area Advisor for the National Panhellenic Conference.

honorary parent couple responsibilities: Enlisting support for the BLF from all Beta parents.

parent giving results: In fiscal year 2010, 161 parents/family members contributed $49,293 to the Beta Leadership Fund.

Why We give: The fraternal bonding, leadership opportunities, social networking, time management, motivation and out of the classroom education provided by the Beta experience are priceless. These life skills will carry over into the adult years and enhance the marketability of a young man in the workplace. We give to the BLF because it is an investment in our sons future and the future of the young men who will follow after him. Comment Like

honorary parent couple profile



Bridge Builder Society WayS to give


purpose: The purpose of The Bridge Builder Society is to recognize those who have chosen to leave a legacy for the future of Beta Theta Pi through their will or estate plans.

types of gifts: Bequests, life Insurance policies, charitable remainder trusts, charitable gift annuities, living revocable trusts, other retirement plans

number of The Bridge Builder Society members: 185 individuals (181 Betas, two Beta widows, and two Friends of Beta) Comment Like

. . . There followeth after me today A youth whose feet must pass this way. This chasm which has been naught to me To that young man may a pitfall be. He, too, must cross in the twilight dim. Good friend, I am building this bridge for him.

Miss Will Allen Dromgoole, The Bridge Builder

auburnRoderick B. Hastie 82Ball StateRandy D. Phillips 79BethanyRichard K. Boyd, Jr. 61 David A. Butz 60Bowling greenGeorge D. Patrick 62British columbiaJames M. Strilesky 72 Alan G. Young 70BrownBruce M. Lloyd 69california, irvineChristopher C. Ogilvie 80california, los angelesWalter A. Chenoweth 52carnegie mellonKenneth K. Humphreys 59caseCharles R. Hollis 67central michiganThomas C. Olver 98centreJerry M. Blesch 60 B. Hume Morris 68cincinnatiThomas D. Cassady 76 Thomas F. Cole 60 H. Kent Mergler 63 William L. North 63clemsonBryant Blakeslee 06colgateBruce S. Fein 84dartmouthThomas H. Gillaugh 46denisonGeorge M. Brown, Jr. 60depauwJeffery L. Cable 82 H. Tuck Schulhof 58 Douglass M. Vines 68

dukeThomas U. Todd, MD 54east carolinaD. Kirk Little 82 Adam J. Scarboro 06eastern KentuckyL. Martin Cobb 96emoryWilliam R. Korth 76 John H. Stebbins 92 Alan C. Teplis, MD 78FloridaChristian S. Bauer 66 Stephen B. Becker 69 Edward B. Knight 38 Gary W. Leech 70Florida StateJeffrey B. McLain 76 Curtiss C. Potter 92georgia techJ. Peter Labouisse 64 Lynn C. Maddox 64 Edwin C. Rodgers, Jr. 66gmi-emiLouis A. Corsiglia 55 David J. Hogan 74hanoverRichard P. Ellenberger 58 Sangkook Han 60idahoWilliam I. Jordan 69illinoisE. Loren AufdenKamp 48 Gant Redmon 59indianaJ. Philip Goddard 67 Charles O. McCormick, III 72iowaNeal J. Brower 90iowa StateMichael J. Dubes 66 John M. Guernsey 52 Judson A. Horras 97

KansasLloyd L. Kirk 55Kansas StatePaul R. Attwater, III 83 H. James Bartels 43 Robert S. Hoisington 79 R. William Manning 80 James H. Porter 64KenyonFredrick J. Holdridge 50Kettering aMatthew J. Lepkowski 97KnoxMerle E. Minks 39lawrenceDavid J. Schnackenberg 90lehighJohn N. Roper, Jr. 34louisvilleThomas N. Chapman 71 Matthew V. Tsien 80lynchburgCharles W. Warner 87miamiPeter W.C. Barnhart 66 J. Benjamin Beshear 01 Jonathan J. Brant 75 Robert L. Cottrell 54 Thomas C. Fey 68 Ronald P. Helman 55 James T. Neef 53 Jeffrey N. Newton 77 Jonathan B. Scherpelz 05 John M. Sommer 53 Robert D. Wertz 61michiganJames R. Denbo 63 Donald G. DiPaolo, Ph.D. 78 Roger S. Helman 89 William P. Johnson 57 Joseph E. Salata, Jr. 78michigan StateRobert A. Cook 62

minnesotaScott J. Allen 95 Bertram G. Leach 52mississippiWilliam B. Lipscomb 65missouriWilliam H. Bates 49 Carl E. Bolte, Jr. 51 Charles E. Brown 61 John P. Huston, Jr. 49 Richard F. Kammerer 80 Robert W. McKinley 66 Ford R. Nelson, Jr. 64mitMichael G. Feinstein 82nebraskaBurton W. Folsom 49 Paul W. Hyland 49 R. C. Mead 65 William E. Thompson 65 Randolph A. Walling, Jr. 61northwesternBerry Conner, Jr. 52 Leroy A. Glasner, Jr. 49 Paul R. Gudonis 76 Gary H. Rusk, MD 65 Robert W. Scholler 48ohioRichard H. Brown 65 Richard E. Griffin 65 J. Burton Mayes 39 Jeffrey A. Radomski 81ohio StateKenneth K. Feinthel 55 C. Nelson French 47 James S. Summers 40 Daniel J. Westerbeck, Jr. 67 David W. Wright 67oklahomaJohn H. Coker, Jr. 72 Christopher H. Pierce 75 Lee B. Thompson, Jr. 54


Estate Gifts Received in FY10

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george p. Kendall, St. Lawrence 55 A longtime chief of District VI, George P. Kendall, St. Lawrence 55 made sure his service to Beta continued after his passing, by making the Beta Theta Pi a recipient of a life insurance policy. Per board policy, half of this bequest went to the Beta Leadership Fund and half went to the Foundations endowment. Comment Like

george l. herpel, Vanderbilt 43 and his wife June After serving as district chief in the early 1950s and holding #67 on the Villanova rolls where he served as longtime chapter counselor, George L. Herpel, Vanderbilt 43 passed away in 2004. A firm believer in the merits of continuing education, brother Herpel and his wife June, made a provision in their will to provide a named scholarship to benefit members of Beta Theta Pi seeking post-graduate degrees. Upon Junes passing last year, the Foundation benefitted from a bequest of more than $100,000, which established the George and June Herpel Memorial Scholarship Fund. Comment Like

robert W. Stafford, Iowa State 46 Robert W. Stafford, Iowa State 46 was a third generation banker at the First National Bank of Ames, Iowa. Brother Stafford respected the value of leaving a legacy for the causes he and his wife Ginny believed in. To that end, he named the Beta Theta Pi Foundation as a beneficiary of 2% of an IRA account, resulting in a bequest of $21,484. Half of the bequest benefitted the Beta Leadership Fund and half went to the Foundations endowment. Comment Like

oklahoma StateJoshua P. Fairchild 05 Robert H. Johnson 77 Louis M. Linxwiler, Jr. 53oregonMorris A. Arntson 59 Darrell R. Clark 77 William R. Crist 68 Glen A. Holden 51penn StateJohn S. Musser, II 50 James B. Smith 50pennsylvaniaGeorge C. Matteson, Jr 50 Bruce H. McLoud 51 William W. Watkins, Jr. 53purdueJohn U. Graham 40 Howard R. Meeker, Jr. 48 Robert G. Pitcher 45 John E. Young 56rutgersKenneth J. Grispin 70San diego StatePatrick M. Hidalgo 91South dakotaDan H. Kirkham 58 John C. Thietje 61

South FloridaDavid E. Schmidt 92Southern californiaLouis D. Gabelic 51SyracuseGeorge C. Heidel, Jr. 56texasT. Hardie Bowman 72 Michael R. Eubank 83 James A. McMullen, III 54 Wade H. McMullen 79 George M. Minot 56texas techR. Dean Stalcup 71torontoRoss W. Marsh 90 Robert B. McConnell 79 Frederick W. Young 54utahSherman A. Smith 36virginia techCharles E. Comer 75 S. Wayne Kay 73 Daniel L. Westra 76WabashRobert T. Grand 78 Samuel H. Hildebrand, II 61 Thomas A. Klingaman 52

WashingtonBrandt M. Norquist 61 Richard E. Phenneger 58Washington & JeffersonRaymond S. Tomassene 51Washington in St. louisFerdinand Del Pizzo, Jr. 58 Harold W. Duke, Jr. 59 Robert L. Harmon 49Washington StateGuy D. Perham 50WesleyanJohn K. Easton, Jr. 58West virginiaThomas J. Gulliford 68Western ontarioJohn R. Birkett 65 Douglas M. Reid 58Western reserveThomas A. Lipton 63WestminsterLouis K. Beasley, Jr. 65 Michael J. Esser 70Wichita StateRobert M. Smith 67 Tim J. Watt 80WillametteDouglas G. Houser 57 Jon A. Steiner 63WilliamsJeremy S. Davis 56 Gilbert L. Klemann, MD 34WisconsinJames R. Curtis 86 William R. Meythaler 69 Robert L. Schnese 83Friends of BetaRonald W. Beshear Lindsey Mercer Alberta I. Shattuck, widow of Robert C. Shattuck, Denver 26Dorian Beck Trauger, widow of Walter M. Trauger, Ohio 38

types of estate gifts 185 living Bridge Builder Society members*

type of estate gift number confirmedBequests 123life insurance 41Charitable Remainder Trusts 14charitable gift annuities 11Retirement Plans 5living revocable trusts 2Total 196**Several members have made the Foundation beneficiary of multiple types of estate gifts.



Bridge Builder Society


Ways to GiveGiving back to Beta Theta Pi is one of the finest traditions of our Fraternity. Undergraduates, alumni, parents, and Friends of Beta answer the call each year by providing the resources that support leadership and scholarship opportunities for todays young Betas. Your support of the Beta Theta Pi Foundation, a 501(c)(3) public charity, advances our mission of developing men of principle for a principled life.

cash or check: This is one of the most popular methods for making a donation to Beta Theta Pi. The Foundations address is P.O. Box 6277, Oxford, Ohio 45056.

credit card: Beta Theta Pi accepts Visa, American Express, MasterCard and Discover. This method can be used for a one-time contribution or in monthly, quarterly, or yearly installments.

appreciated Stock/Securities: Multiple benefits are realized when using appreciated stock as a means for making a gift to the Beta Theta Pi Foundation. Our professional staff in Oxford can work with you and your financial advisor to make a gift of this nature, which can benefit the Foundations award-winning leadership programs, while at the same time provide you a charitable tax-benefit.

corporate matching gifts: Numerous companies match an employees personal donation to non-profit, tax exempt foundations. Visit www.betathetapi.org for a listing of companies affiliated with the Beta Foundation, or ask if your employer participates in a gift-matching program.

endowments and memorials/tributes: The Beta Theta Pi Foundation can establish a special endowment or memorial gift in perpetuity to meet your personal intents and estate plans. Please contact the Foundation for details.

online: Giving online at www.betathetapi.org/gift is the quickest way to make a contribution to the Beta Foundation. Online you can make a one-time gift or establish a reoccurring gift in monthly, quarterly, or yearly installments.

planned gifts/Bequests: Consider a gift of personal assets through your will. The Foundation will work with you and your estate planner in designing a planned gift that meets your short and long-term financial goals. Planned gifts include but are not limited to cash, bonds, stock, securities, personal property, retirement plan assets and insurance policies.

For more information or assistance, please contact the Beta theta pi Foundation at 800-800-Beta or email our staff:

Foundation director Jonathan J. Brant [email protected]

directors of advancement L. Martin Cobb [email protected] Ryan E. King [email protected]

director of development Laura L. Lednik [email protected]

It is the greatest of all mistakes to do nothing because you can only do little - do what you can. Sydney Smith

WayS to give


Individual commitment to a group effort - that is what makes a team work, a company work, a society work, a civilization work. Vince Lombardi

On behalf of the Beta Theta Pi Foundation, thank you to all Betas, Friends of Beta and family members who have contributed to the success of Beta Theta Pi!

Beta Theta Pi Foundation Brennan Hall 5134 Bonham Road Oxford, Ohio 45056-1429

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. . . and with your help, we wont have to.

Beta leaderShip Fund Developing todays undergraduates for tomorrows possibilities

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foundation annual report 2010

Documents

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support of beta alumni

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leadership programs

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