Download - Foundation Annual Report - 2014
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BETA THETA PI FOUNDATION 2 0 1 4ANNUAL REPORT
JUNE 1, 2013-MAY 31, 2014
WE LEARN BEST, AND CHANGE, FROM HEARING STORIES THAT STRIKE A CHORD WITHIN US. John Kotter, Harvard Professor and Leadership Author
BETA THETA PI FOUNDATION
2014 ANNUAL REPORT
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2 | 68 2014 Annual Report
T A B L E O F C O N T E N T S | O U R P U R P O S E
3 | OUR PURPOSE5 Leadership Letter
6 | OUR IMPACT 8 Leadership Development Programs
10 The Promises to Keep Campaign
12 Merit Scholarship Program
14 Named Endowment Funds
16 DEA Grant Program
18 | OUR SUPPORTERS20 John Reily Knox Club
22 Bridge Builder Society
24 Sons of the Dragon Club
26 BLF and Donor Recognition
58 Friends of Beta and Parents
60 | OUR LEADERSHIP61 Foundation Board
64 | OUR GUIDE TO GIVING65 Ways to Give
MISSIONTo develop men of principle for a principled life.
VISIONEvery member will live Beta Theta Pis values.
CORE VALUESTo build lasting bonds of friendship and brotherhood, Beta calls for:
MUTUAL ASSISTANCEBetas believe that men are mutually obligated to help others in the honorable labors and aspirations of life.
INTELLECTUAL GROWTHBetas are devoted to continually cultivating their minds, including high standards of academic achievement.
TRUSTBetas develop absolute faith and confidence in one another by being true to themselves and others.
RESPONSIBLE CONDUCTBetas choose to act responsibly, weighing the consequences of their actions on themselves and those around them.
INTEGRITYBetas preserve their character by doing what is morally right and demanding the same from their brothers.
STRATEGIC PRIORITIESSelf-Governance RecruitmentEducation Volunteers
2014 Wooden Institute attendees
ON THE COVERThree unique Beta Greats panel sessions occurred during the 175th Anniversary and General Convention, which included stories and reflections from some remarkable brothers. The panel shown on the cover features personal development reflections from (left to right):
Betas first African-American member and current Foundation Director Bill Lowry, Kenyon 56 Retired U.S. Navy Captain and former General Secretary Jerry Blesch, Centre 60 Wimbledon Champion and Oxford Cup recipient Stan Smith, Southern California 69 Best known for his role as Rabbit in Super Troopers, actor and producer Erik Stolhanske, Colgate 91
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L E A D E R S H I P L E T T E R | O U R P U R P O S E
T H I S I S M YBETA STORY
The week before my junior year of college, I packed up my car with all of my belongings and started the two-hour trek towards Eastern Kentucky University. While cruising through Kentucky, my car caught on fire. Ninety seconds later, I could boast no more than my wallet and the clothes on my back as my worldly possessions; nothing survived the blaze. I felt my semester was over before it began.
When I arrived on campus, I spent the money I had earned during my summer internship on the bare essentials and knew Id have to go financially inactive in every organization just to make ends meet. To this day, I still dont know who is responsible, but chapter alumni stepped up and covered my dues for the year, paid for personal counseling and helped my brothers organize a fundraiser to get me back on my feet. Before I knew it, my personal tragedy had become another Beta success story. This was the first time I truly understood what it means when we say, Brothers are brothers for life.
Ill never be able to repay my brothers for what they did for me, and today I happily devote my time and money to our Fraternity whenever I can. Nicholas Sexton, Eastern Kentucky 11 (far right)Leadership Program Graduate and Beta Leadership Fund Donor
OUR PURPOSE B e f o r e I k n e w i t , m y p e r s o n a l t r a g e d y h a d b e c o m e a n o t h e r B e t a s u c c e s s s t o r y . T h i s w a s t h e f i r s t t i m e I t r u l y u n d e r s t o o d w h a t i t m e a n s w h e n w e s a y , B r o t h e r s a r e b r o t h e r s f o r l i f e .
OUR PURPOSE
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F O U N D A T I O N | O U R P U R P O S E
CULTIVATE LIFELONG FRIENDSHIPSwith Betas, parents and Friends of Beta.
SOLICIT BETAS AND FRIENDSfor cash, stock, endowment and estate gifts.
FUND LEADERSHIP & EDUCATIONAL GRANTSfor Men of Principle programs and resources.
PROVIDE GIFT STEWARDSHIPby demonstrating the direct impact on Betas mission.
RECOGNIZE BETA ALUMNIfor personal, professional and fraternal achievements.
OVERSEE INVESTMENT STRATEGIESof the Foundations financial portfolio.
RECRUIT FOUNDATION VOLUNTEERSto serve as ongoing fundraising advocates.
PLAN AND EXECUTE CAPITAL CAMPAIGNSthat advance the Fraternitys mission.
PROVIDE ADMINISTRATIVE SUPPORTto local chapters engaging in fundraising activities.
My wife, Darlene, and I support the Beta Leadership Fund to help continue the outstanding leadership programs that are provided by our Fraternity. I have personally witnessed the profound effect that programs such as the Wooden Institute, Keystone Leadership Conference, Leadership College and others have had on our undergraduate brothers.
Since our chapter recolonization in 2007, Darlene and I have hosted the annual fall Kai Kickoff at our ranch in Lowell, Michigan. This is a great opportunity for the recently initiated brothers to expand their understanding of Beta Theta Pi and the Delta Eta Chapter. Our home has come to be known as the Beta Ranch, and every fall our undergraduate members look forward to another long day where bonds of friendship are created and strengthened, understanding of the ritual is deepened and the Beta fire is rekindled in each and every brother who attends. Dave Hogan, GMI-EMI 74
Dave Hogan hosting the annual fall Kai Kickoff
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L E A D E R S H I P L E T T E R | O U R P U R P O S E
BROTHERS, PARENTS AND FRIENDS OF BETA:As expressed by John Kotters words on the cover page, the learning and change we experience in life are often sparked by a simple story one that resonates deep in our hearts. These sentiments are certainly true in Beta Theta Pi. We can recall stories of our Beta Greats and their dedication to our founders vision. We cherish memories of our pledge class and experiences as undergraduates. And, today we experience living stories of lifelong Beta friendships which bring us back to our alma mater.
Each Beta brother, Sweetheart and Friend of Beta has a personal story that, when told or remembered, causes our hearts to swell with pride, commitment and a sense of rededication to our Great and Good Fraternity.
As we celebrate our 175-year anniversary in 2014, we pause to reflect on the Beta stories that have advanced the Fraternity in the past, as well as those stories we are still writing today. In this Beta Theta Pi Foundation Annual Report, we pay tribute to our Beta Leadership Fund donors and other Foundation supporters who gave selflessly and helped write a historic chapter of our Fraternitys story in fiscal year 2014. We also recognize those who have given to The Promises to Keep Capital Campaign an effort that will expand and preserve our ability to tell stories of leadership and progress well into the future.
As the next chapter in our Beta story begins, we would like to offer our most sincere thanks and appreciation for your ongoing support. We will again need your commitment in fiscal year 2015 if we are to develop men of principle for a principled life, and thus, continue telling the true and worthy story of our Fraternity.
Take a moment to dwell on the wonderful stories your giving has made possible, as the impact you are making will, without question, help our Fraternity learn, grow and change as we strive to develop the lives of young men. Enjoy!
Gratefully and yours in ___ kai ___,
S. WAYNE KAY | V I R G I N I A T E C H 73Foundation Board Chairman
JONATHAN J. BRANT | M I A M I 75Foundation DirectorJONATHAN J. BRANTS. WAYNE KAY | V I R G I N I A T E C H
THOMAS D. CASSADY | C I N C I N N A T I 76The Promises to Keep Campaign Co-ChairmanTHOMAS D. CASSADY ROBERT T. GRAND | W A B A S H 78
The Promises to Keep Campaign Co-Chairman
B L F R E S U LT S B Y A U D I E N C E
T H E P R O M I S E S T O K E E P C A M P A I G N
$11,303,581G I F T S A N DP L E D G E S
$ 2 0 M i l l i o n G o a l
$ 8 5 4 , 6 1 0RECEIVED
$55,146 | UNDERGRADUATES$86,507 | BOARD MEMBERS & STAFF
$62,980 | Friends of Beta & Parents
$649,977 | ALUMNI| 5 0 B o a r d M e m b e r s & S t a f f| 2 2 7 F r i e n d s o f B e t a & P a r e n t s| 1 , 9 9 1 A l u m n i| 2 ,4 5 0 U n d e r g r a d u a t e s
4 , 7 1 8 total b lf donors
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B Y T H E N U M B E R S | O U R I M P A C T
T H I S I S M YBETA STORY
When I pledged Beta at the University of Toronto, the chapter was about to graduate half its membership and nearly all of its executive officers. We were small, young and inexperienced. Feeling uncertain about the future, our executive board decided to contact our alumni network for guidance and support. Without their mutual assistance and the strong leadership from my brothers, we would not have had such a successful year.
That experience galvanized for me what the Beta Spirit is all about, and it led me to return to the chapter house years later to offer guidance and leadership to a new executive committee. However, the story doesnt end there, as those same Beta brothers who answered our call for support also would go on to facilitate my entrance into the professional world.
In business, Ive learned you are only as good as the people coming after you, and I believe the same is true for our Fraternity. The Beta experience is about living by our principles for our own personal growth and for the honor of our great Fraternity. Im continually grateful I am a Beta, and its critical we provide developmental opportunities to each generation of brothers carrying the torch. Mohamed Al-Borno, Toronto 99
Principal of Al-Borno Consulting, a CMA Consulting FirmOUR IMPACT I n b u s i n e s s , I v e l e a r n e d y o u a r e o n l y a s g o o d
a s t h e p e o p l e c o m i n g a f t e r y o u ,a n d I b e l i e v e t h e s a m e i s t r u e f o r o u r F r a t e r n i t y .
brothers, we would not have had such a successful year.
That experience galvanized for me what the Beta Spirit is all about, and it led me to return to the chapter house years later to offer guidance and leadership to a new executive committee. However, the story doesnt end there, as those same Beta brothers who answered our call for support also would go on to facilitate my entrance into the professional world.
In business, Ive learned you are only as good as the people coming after you, and I believe the same is true for our Fraternity. The Beta experience is about living by our principles for our own personal growth and for the honor of our great Fraternity. Im continually grateful I am a Beta, and its critical we provide developmental opportunities to each generation of brothers carrying the torch.
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B Y T H E N U M B E R S | O U R I M P A C T
49.9
73.8
34.1
59.8
2004
AVERAGE CHAPTER GPA | 1998-2013
BETA THETA PI
2.846
3.193
2.750
2.912
2010 2011 2012 2013 2014
2,348
Beta Leadership Fund Gifts $863,268 $938,072 $1,006,468 $960,828 $854,610
The Promises to Keep Campaign Gifts & Pledges n/a n/a $3,781,000 $4,260,543 $3,262,038
Gifts to Other Named Funds $393,785 $765,506 $1,499,135 $1,193,138 $1,674,769
Estate Gifts Received $187,307 $298,844 $206,345 $109,433 $196,995
Total Educational Dollars Granted for Programs(All Fraternity Rank)
$2,035,080(#4)
$2,809,338(#2)
$2,511,775(#3)
$3,233,887(#2)
$2,923,665*(TBD)
Educational Grants per Chapter $17,246 $23,808 $20,931 $26,507 $23,021*
Fundraising and Management Expenses $278,652 $482,860 $557,943 $363,726 $363,515*
Total Foundation Net Assets $13,461,135 $16,667,175 $17,602,139 $21,096,298 $23,589,618
*Figures are unofficial until our annual audit is completed by Blue & Co. LLC.
2005
VOLUNTEER ADVISORS | 2010-2014
799799799843 845845 869869
1,0851,085
AVERAGE CHAPTER SIZE | 1998-2014BETA THETA PI
LEADERSHIP PROGRAM GRADUATES | 1998-20142,348
16,708 GRADUATES SINCE INCEPTION OF MEN OF PRINCIPLE
15
FINANCIAL DATA 2013-142012-132011-122010-112009-10
ALL FRATERNITIES
ALL FRATERNITIES1998
1998
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L E A D E R S H I P D E V E L O P M E N T P R O G R A M S | O U R I M P A C T
The following chart summarizes participation in Foundation-sponsored leadership programs
by all chapters and colonies in the 2013-14 academic year. In-person education is a
trademark of our Fraternity which yields significant individual, chapter and organizational growth.
Alabama 1 8 4 8 21 16
American $500 4 3 7 n/a
Arizona $500 1 8 2 11 9
Arkansas $500 1 8 1 44 54 15
Auburn $500 1 8 3 12 8
Baylor $500 1 9 4 14 15
Bethany $500 8 10 18 13
British Columbia $500 9 2 11 10
Cal Poly $500 1 8 4 13 8
Carleton $500 1 r 1 2 6
Case Western Reserve $500 1 9 5 1 9 25 17
Central Florida $500 1 8 1 2 13 25 15
Central Michigan $500 1 8 4 16 29 18
Centre $500 1 8 6 12 27 13
Chapman $500 1 8 3 9 21 19
Charleston $500 1 8 5 28 42 23
Cincinnati $500 1 10 8 1 12 32 28
Clemson $500 1 8 4 13 11
Colgate 1 8 9 4
Colorado Mines $500 1 8 2 20 31 14
Columbia $500 1 8 5 14 7
Connecticut $500 1 10 6 17 14
Cornell $500 1 9 7 17 13
Creighton $500 1 10 8 21 40 16
Dayton $500 1 9 5 11 26 12
Denison $500 1 r 2 4 7 8
Denver $500 1 8 6 1 13 29 9
DePauw 8 11 19 12
Drexel $500 1 7 1 4 13 n/a
East Carolina $500 8 1 1 12 22 14
Eastern Kentucky $500 1 8 7 16 14
Eastern Washington 1 9 2 12 7
Emory $500 1 8 9 9
Florida $500 1 3 7 11 14
Florida International $500 1 8 9 1 5 24 19
Florida State $500 1 8 1 23 33 n/a
Furman $500 1 8 4 13 11
George Washington $500 1 9 8 18 12
Georgia $500 1 8 2 4 15 15
Georgia Tech $500 1 8 5 5 19 19
High Point $500 1 8 2 1 12 13
Idaho $500 1 8 2 3 14 14
Illinois $500 1 8 9 8 26 n/a
Indiana 1 10 3 14 20
LEADERSHIP DEVELOPMENT PROGRAMS
CHAPTER | COLONY MPS PA KC WI UIFI LC 2014 TOTAL3-YEAR AVG.
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SMU $500 1 10 11 16
South Carolina $500 1 11 2 1 11 26 17
South Dakota $500 1 8 1 5 15 17
Southern California $500 1 10 2 1 4 18 15
Southern Illinois $500 1 8 2 2 13 10
St. Lawrence $500 1 r 1 3 5 6
Stevens $500 1 8 6 2 17 13
TCU $500 1 9 4 11 25 17
Tennessee $500 1 9 3 5 18 10
Texas A&M $500 1 8 3 4 16 13
Texas A&M-CC $500 1 8 1 10 9
Texas at Arlington $500 1 8 2 3 9 23 15
Toronto $500 1 r 3 4 7
Truman State $500 1 8 7 11 27 21
UC Irvine 1 8 3 2 14 9
UC San Diego $500 1 8 4 5 18 n/a
UC Santa Barbara $500 1 8 1 1 11 10
UCLA $500 1 10 11 22 17
Utah $500 1 9 18 28 18
Vanderbilt 1 4 5 12
Villanova 1 6 8 15 6
Virginia $500 1 7 4 12 6
Virginia Tech $500 1 7 3 11 12
Wabash $500 1 8 5 7 21 16
Washington $500 1 14 7 22 24
Washington & Jefferson $500 1 8 3 12 6
Washington and Lee 1 r 1 2 6
Washington in St. Louis $500 1 9 1 8 19 18
Washington State $500 1 12 6 2 21 14
Wesleyan 1 6 7 3
West Virginia 1 5 1 2 9 10
Westminster $500 1 8 8 15 32 20
Whitman 1 8 9 5
Wichita State $500 1 9 12 33 55 15
William & Mary 1 7 8 8
Wisconsin $500 1 8 1 10 11
Wisconsin-Oshkosh $500 1 8 3 4 16 14
Wittenberg $500 1 8 5 1 15 12
WPI $500 1 8 5 3 17 5
TOTALS $54,500 121 1,000 316 16 895 2,348
REPORT CARD KEYMen of Principle Scholarship ............................MPS
Nichols Presidents Academy ..................................PA
Keystone Regional Leadership Conference......KC
Wooden Institute ..................................................WI
Undergraduate Interfraternity Institute....... UIFI
Greiner Leadership College ...............................LC
r - Denotes chapters that could not attend Keystone due to inclement weatherBlue - Denotes chapters that received the Charles Henry Hardin Leadership Development Award at the 175th General Convention
Iowa $500 1 9 6 2 18 9
Iowa State $500 1 9 6 1 49 66 17
John Carroll $500 1 9 7 1 8 26 15
Johns Hopkins $500 1 8 7 16 14
Kansas 1 8 4 4 17 8
Kansas State $500 1 8 10 19 18
Kentucky $500 1 9 5 12 27 35
Kenyon 1 8 3 12 8
Kettering A $500 1 8 1 2 12 12
Kettering B $500 1 9 4 23 37 24
Knox $500 1 8 3 12 5
Lawrence $500 1 8 8 17 10
Louisville $500 1 8 3 5 17 13
Loyola Marymount $500 1 8 1 10 13
Maine $500 1 8 2 4 15 9
Maryland $500 1 9 2 4 16 11
Miami (Fla.) $500 1 8 2 11 10
Michigan $500 1 8 3 2 14 16
Michigan State $500 1 8 4 10 23 16
Minnesota $500 1 10 8 15 34 21
Mississippi $500 1 8 3 12 10
Missouri $500 1 8 2 11 12
Missouri-Kansas City $500 1 8 5 4 18 16
MIT $500 1 7 2 10 6
Nebraska $500 1 8 5 9 23 19
North Carolina 1 9 6 3 19 17
North Dakota $500 1 8 2 6 17 9
Northeastern $500 1 7 7 5 20 18
Northwestern $500 1 8 5 14 10
Nova Southeastern $500 1 9 3 4 17 10
Ohio $500 1 8 5 4 18 4
Oklahoma $500 1 9 26 36 18
Oklahoma State 1 8 2 12 23 9
Oregon 1 10 2 13 13
Pacific $500 1 9 3 1 14 28 8
Penn State $500 1 10 2 13 18
Pennsylvania $500 1 8 4 13 6
Pittsburgh $500 1 8 3 11 23 n/a
Puget Sound $500 8 3 4 15 n/a
Quinnipiac $500 1 9 2 1 13 n/a
Saint Louis $500 1 8 7 1 3 20 14
San Diego $500 1 12 12 9 34 28
San Jose State $500 1 8 7 16 12
Sewanee $500 1 6 7 6
CHAPTER | COLONY MPS PA KC WI UIFI LC 2014 TOTAL3-YEAR AVG. CHAPTER | COLONY MPS PA KC WI UIFI LC
2014 TOTAL
3-YEAR AVG.
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T H E P R O M I S E S T O K E E P C A M P A I G N | O U R I M P A C T
GIFTS & PLEDGES RECEIVED
$ 1 1 , 303 ,58 1(56.5% as of August 9, 2014)
GOAL | $20,000,000
Represented symbolically by the diamond in the badge, Beta undergraduates need the cutting of education and the polishing of experience. These, too, are our promises to keep.
WE CANNOT ALWAYS
BUILD THE FUTURE FOR OUR YOUTH . . .
and more than that, such associations teach us in their records how far human friendship can carry us Pater Knoxs
enduring words remind us that nothing can stop brothers coming together for each others mutual benefit. The ideals of
our Fraternity exist today in the programs and resource of the Men of Principle initiative, but in the last few years alone
nearly 1,000 men were left on a leadership program waitlist due to lack of funding. The focus of The Promises to Keep
Campaign is to answer the call for this need and preserve Betas culture and ideals forever. We hope you join the men
and women below who are helping write the important chapter in Betas next 175 years.
Bob Grand & Tom Cassady, Campaign Co-Chairmen
susan and wayne KayVirginia Tech 73$1,200,000
As chairman of the Beta Theta Pi Foundation and member of The Promises to Keep Campaign Cabinet, Wayne and
Susans commitment to Beta runs deep. Their lead gift of $1.2 million will change Betas horizon and the lives of thousands of young men.
jessica and michael downerUCLA 77$1,000,000
A longtime investment firm executive residing in Los Angeles, Michael and his
Beta Sweetheart Jessica are using a $1,000,000 estate gift to ensure Betas promise of leadership development to our undergraduates well into the future.
Marcia and Dr. Robert HEALYMissouri 64$60,500
As they left Betas 174th Convention in Charlotte, Dr. Robert Healy and his Beta Sweetheart
Marcia noted that this is all really about the boys. Robert and Marcia are providing for today and tomorrow with a combined cash and estate gift of $60,500.
Robert SchauppLawrence 51$50,000
A former General Fraternity President and Foundation Director, Bobs Beta legacy came to life when his grandson, Kurt
Siebert, Nebraska 14, chose to wear the Beta Badge. Bobs $50,000 gift is providing for the future ofBetas 9,000+ undergraduates.
psi diamond charitable foundation$175,000
The generosity of Fred Tilock, Bethany 54, and others will honor Forrest H. Kirkpatrick, Bethany 27, by establishing a
leadership fund with a gift of $175,000. Brother Kirkpatricks devotion to the Psi Chapter did not go unnoticed, which is why the Psi Diamond Charitable Foundation chose to name their gift in his memory.
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T H E P R O M I S E S T O K E E P C A M P A I G N | O U R I M P A C T
PROMISE I Expand and endow student participation in award-winning Men of Principle leadership programs.
F U N D I N G N E E D : $ 1 3 .4 M I L L I O N
PROMISE II Launch a new online training platform for all undergraduates, advisors and Beta volunteers.
F U N D I N G N E E D : $ 3 . 7 M I L L I O N
PROMISE III Build a state-of-the-art learning laboratory and historical preservation center within the Administrative Office in Oxford.
F U N D I N G N E E D : $ 2 . 9 M I L L I O N
TO LEARN MORE Watch The Promises to Keep Campaign video.
B E T A . O R G / P T K
Through a cash, stock or estate gift to The Campaign, you can be a part of this exciting effort providing for Betas future. Contact a Foundation staff member in Oxford at 800.800.BETA (2382) to discuss your support of this important endeavor.
John hermanOregon 60$25,000
Actively involved in the Boys and Girls Club, the University of Oregons $1.4 billion campaign
and his chapters recent campaign, John understands the need to provide for the future today. John has made a generous provision of $25,000 in his estate for The Promises to Keep Campaign.
leslie and john stebbinsEmory 92$25,000
CFO for RidgeWorth Investments in Atlanta, Beta has long benefited from Johns service,
both as a past General Treasurer and current Treasurer of the Beta Foundation. He and his Beta Sweetheart Leslie are staying true to their Beta roots with a $25,000 gift.
Dr. Robert HutchmanMichigan 93$10,000
A practicing neurologist in Los Angeles, Hutch has been a supporter of the Beta
Foundation since graduating from the University of Michigan. Involved in Lambdas recolonization in 2010, Rob is helping to solidify his chapters future with a $10,000 Campaign gift.
Dr. Robert TignerPhi Gamma Delta$5,000
Serving as a chapter counselor for almost twenty years, and having facilitated the Wooden Institute, Presidents Academy, and
Keystone Conferences, Dr. Tigner has said, The chapter is just better when more people attend these programs. Thanks to his gift of $5,000 to The Campaign, more chapters will be better.
Sara and N icholas GelbarConnecticut 06$2,500
Attending the 174th Convention as a district chief, Nick committed on the spot to a $2,500 Campaign gift.
Based in Mansfield, Conn., with his Beta Sweetheart Sara, Nick is leading by example and now chapters will benefit from both his generosity, as well as his volunteer talents.
. . . BUT WE CAN
BUILD OUR YOUTH FOR THE FUTURE. Franklin D. Roosevelt, 32nd President of the United States
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M E R I T S C H O L A R S H I P P R O G R A M | O U R I M P A C T
EXEMPLIFYING BETAS DEVOTION TO CULTIVATION OF THE INTELLECT In fiscal year 2014, the Merit Scholarship
Program provided 73 scholarships
totaling $91,275 to Betas and sons
and daughters of Betas pursuing their
undergraduate or graduate degrees. The online scholarship
application is available in early February and the deadline for
submission is April 1. For more information about next years Merit
Scholarship opportunities, visit beta.org.
$90,000
$85,000
$80,000
$75,000
$70,000
$65,000
$60,000
$55,000
$50,000
73 SCHOLARSHIPS$91,275
58 SCHOLARSHIPS
$58,900
MERIT SCHOLARSHIP AWARDS | 2005-2014
FOUNDERS SCHOLARSHIPS
Jesse R. PeinadoFlorida International 14
$2,150Thomas Boston Gordon Memorial Scholarship
Jesse R. PeinadoFlorida International 14
Nicholas A. FoggiaKettering B 16
$2,150Michael Clarkson Ryan Memorial Scholarship
Nicholas A. FoggiaKettering B 16
$2,150 John Holt Duncan
Memorial Scholarship
Ryland J. JenningsEast Carolina 15
Ryland J. JenningsEast Carolina 15
Zachary J. HyderTennessee 15
$2,150Charles Henry Hardin Memorial Scholarship
Zachary J. HyderTennessee 15
Tyler W. PennickWichita State 15
$2,150James George Smith Memorial Scholarship
Tyler W. PennickWichita State 15
Tushar NarayanWPI 15
$2,150David Linton
Memorial Scholarship
Tushar NarayanWPI 15
Jason A. KandermanPenn State 15
$2,150Samuel Taylor
Marshall Memorial Scholarship
Jason A. KandermanPenn State 15
Scholarship
Matthew V. ZahnGeorge Washington 15
$2,150John Reily Knox
Memorial Scholarship
Matthew V. ZahnGeorge Washington 15
THE TOP EIGHT FOUNDERS SCHOLARSHIPS ARE ENDOWED BY AN ESTATE GIFT OF ROBERT C. LAFFERTY, OHIO WESLEYAN 28
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M E R I T S C H O L A R S H I P P R O G R A M | O U R I M P A C T
$2,000 Edward M. Brown Oxford Cup Scholarship Matthew P. Meeks, Miami 15
$1,975 Frederick S. Bucholz Scholarship Christopher T. Perez, Iowa State 16
$1,950 Bertram W. Bennett Memorial Scholarship Michael J. Kalimtzis, Stevens 16
$1,850 John L. Calvert Memorial Scholarship Noland W. Smith, Georgia Tech 15
$1,725 Ben C. Rich Memorial Scholarship David M. Snapp, Tennessee 16
$1,650 Horace G. Lozier Memorial Scholarship Alexander M. Rindels, Oklahoma State 15
$1,600 Steven Craig Merrill Memorial Scholarship Justin P. Feehan, Virginia 13
$1,475 W. Todd Elias Memorial Scholarship Alex L. Kindopp, Nebraska 16
$1,375 Fred A. Seaton Memorial Scholarship Christian A. Davis, Kansas State 16 Adam B. Massey, Kansas State 16
$1,350 John J. and Elizabeth Rhodes Scholarship Ryan E. Doner, Arizona 15 Keith J. Wiegand, Arizona 16
$1,350 Thad Byrne Memorial Scholarship Mackenzie J. R. Nelson, Denver 15
$1,350 W. H. (Bert) Bates Oxford Cup Scholarship Luke A. Verdi, MIT 16
$1,300 Cleveland Alumni Association Scholarship Christopher A. Casey Jr., John Carroll 15 Nicholas J. Gasbarro, Kenyon 15 Nicholas S. LaPoint, Kenyon 16
$1,300 Otho E. Lane Memorial Scholarship Sean M. Pugh, Miami 15
$1,225 James P. Kirkgasser Memorial Scholarship Andrew Shi, Cornell 17
$1,225 John A. Hill Memorial Scholarship Zane R. Sanchez, Denver 16
$1,225 Seth R. and Corinne H. Brooks Memorial Scholarship Noah J. LaChance, son of Emile A. LaChance Jr.,
Cincinnati 83
Patrick D. Snyder, North Carolina 13, son of John F. Snyder Sr., North Carolina 81
$1,200 E. William Palmer Memorial Scholarship Henry B. Foster, Kansas 15
$1,200 Oscar Chapman Memorial Scholarship Charles M. Curts, DePauw 14
$1,200 William C. Scheetz Family Scholarship Benjamin D. Droz, Pennsylvania 15 Matthew C. Fiore, Pennsylvania 16
$1,125 Ronald, Randall and Roger Helman Scholarship Stanley J. Echt, Miami 17
$1,100 Col. John R. Simpson Memorial Scholarship Douglas B. Byers, Baylor 15 Alexander B. Cadmus, Villanova 16 Kyle J. Clifton, Michigan State 15 Jason E. Gangwer, William & Mary 12 Jon E. Gorgosz, Southern Illinois 11 Joseph D. Pesek, Miami 15 Connor S. Sebastian, Johns Hopkins 16
$1,075 Carl A. Kroch Oxford Cup Memorial Scholarship Youyang Gu, MIT 15
$1,075 Douglas J. Neeley Memorial Scholarship Noah A. Gurzenski, Kenyon 17 Jibri A. McLean, Kenyon 17
$1,050 William W. Dawson Memorial Scholarship Cody D. Hamm, Louisville 16 Daniel J. Walters, Washington & Jefferson 15
$1,025 Douglas W. Hill, Jr. Memorial Scholarship Kevin M. Adams, Michigan State 15 Jonathan D. Kurjan, Michigan State 15 Chase T. Skinner, Michigan State 15
$1,025 George L. and June L. Herpel Memorial Scholarship Scott E. Campbell, Wabash 14 Brandon A. Hall, Maine 13 Erik V. Holtz, Connecticut 14 Jack R. Joyce, Saint Louis 14 Kevin S. Rodda, Denison 11
$1,025 James L. Gavin Memorial Scholarship William E. Bambury, Bethany 15 Derek J. Deitsch, Utah 15 Jackson W. Long, Kansas 15
$1,000 L. Robert Clough Memorial Scholarship Joshua T. Petersen, South Dakota 15
The Adam S. Burford Memorial Scholarship is helping minimize my college loan debt and inspiring me to give back to the community. I hope one day I will be able to assist others in their pursuit of higher education, just as you have done for me. Thank you! Cole BertolWest Virginia 17
Cole Bertol (far right) with other West VirginiaBetas at the 175th Anniversary.
THE TOP EIGHT FOUNDERS SCHOLARSHIPS ARE ENDOWED BY AN ESTATE GIFT OF ROBERT C. LAFFERTY, OHIO WESLEYAN 28
$1,000 Caroline Previdi of Sandy Hook Elementary Memorial Scholarship Abby E. Greenhaw, daughter of Jon R. Greenhaw,
Oklahoma State 86
Emma A. Miller, daughter of Christopher D. Miller, Kansas State 86
$900 Thomas D. and Karen H. Cassady Scholarship Andrew J. Engel, Cincinnati 15
$800 Edith Cantor Morrison Memorial Scholarship Allan J. Sulier, Central Michigan 15
$800 Gupton A. Vogt Oxford Cup Memorial Scholarship Nicholas A. Misiolek, Kettering B 15
$775 Col. Richard R. (Misty) and Sally Shoop Scholarship Ross L. Hofele, Louisville 15
$650 Delta Tau Scholarship Cody A. McElhaney, Bethany 15
$650 Stephen D. Bechtel, Jr. Oxford Cup Scholarship Elliot J. Louthen, Washington in St. Louis 15
$575 Hugh E. Stephenson, Jr. Oxford Cup Scholarship Leo F. Speno, Truman State 16
$550 H. H. Stephenson, Jr. Oxford Cup Scholarship Gray G. Whitsett, Centre 16
$375 Adam S. Burford Memorial Scholarship Cole W. Bertol, West Virginia 17
$350 Shelby L. Molter Music Education Scholarship Nathan A. Budge, Case Western Reserve 15
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14 | 68 2014 Annual Report
N A M E D E N D O W M E N T F U N D S | O U R I M P A C T
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
Eva and Lynn C. Maddox Men of Principle Scholarship Fund
J. William Romero, Jr. Men of Principle Scholarship Fund
H. Gordon Ross Men of Principle Scholarship Fund
PERSONNEL CHAIRS AND OPERATING FUNDS Bowdoin Chapter BLF Endowment Fund
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
Fred J. Logan, Jr. Endowment Fund
Charles O. McCormick III, M.D. Leadership Consultant Fund
Charles O. McCormick III, M.D. Endowment Fund
Warren R. Staley Volunteer Development Fund
Daniel L. Westra Leadership Consultant Fund
PROGRAMMATIC FUNDSStephen D. Bechtel, Jr. Leadership Fund
Beta Upsilon Chapter Friend of Beta Faculty Fund
Chicago Chapter Fund
James A. Collins Leadership Development Fund
Donald W. English Leadership 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 Visit pages 12-13 for a list of awards from
the Merit Scholarship Funds.
FOUNDATION AND ADMINISTRATIVE OFFICE PROPERTY FUNDSBrennan Hall Fund
Harold S. Hook Heritage Fund
LEADERSHIP DEVELOPMENT FUNDSAbbey Leadership Fund
Edward B. Appelquest Memorial
Leadership Fund
Robert E. and Virginia Bartnett
Leadership Fund
Robert S. Beall Leadership Fund
C. Huston Bell Leadership Fund
Kyle L. Bennett Memorial Leadership Fund
Robert A. Bennett Memorial Leadership Fund
Beta Nu Endowment Fund
Beta Pi Memorial Leadership Fund
Todd and Janice Bleakley Leadership 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 56 Traveling Betas 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
Eta Beta Endowment Fund
Elroy Bourgraf Leadership Fund
David M. and Carol Briggs Leadership Fund
Ralph N. Fey Memorial Leadership Fund
Gamma Omega Memorial Leadership Fund
Casey and Remy Gomes Leadership Fund
Haile Family Leadership Fund
William F. and Helen Hahn Leadership Fund
W. Martin and Valerie Haskell Experiential Leadership Fund
Robert N. and Marcia Healy Leadership Fund
MacGregor H. Hill II Leadership Fund
Amb. Glen A. Holden Leadership Fund
Judson A. and Kara Horras Leadership Fund
Forrest H. Kirkpatrick Leadership Fund
Michael D. and Mary Kokkinen Leadership Fund
Legends Leadership Fund
Thomas A. Lipton Leadership Fund
Lindmor Leadership Fund
Bill and Marsha Manning Leadership Fund
Thomas H. McCasland, Jr. Leadership Fund
Rolland S. McGinnis Leadership Fund
James A. McMullen III Memorial Leadership Fund
Michigan 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 and Barbara Rudy Leadership Fund
Gabriel A. Shapanka Leadership Fund
Franz (Mac) and Donna Spear Leadership Fund
R. Dean Stalcup and Miss Morgan Leadership Fund
John H. and Leslie Stebbins Leadership Fund
H. H. Stephenson, Jr. Leadership Fund
Philip E. Stout Memorial 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
NAMED ENDOWMENT FUNDS Named endowment funds are gifts from Betas, Sweethearts and friends
that a l low the Beta Foundation to impact todays and tomorrows gen-
eration of young Beta l eaders. These funds are subject to the Foundation
Boards 4% annual distribution policy (based on the 12-quarter fund aver-
age.) This policy ensures generous distributions from each fund annuall y,
whil e a lso emphasizing compounding growth for the future.
Leadership Fund
Robert S. Beall Leadership Fund
MEN OF PRINCIPLE SCHOLARSHIP FUNDSMark F. Alder Men of Principle Scholarship Fund
Anderson-Groom Men of Principle Scholarship Fund
Murray S. Johnson Men of Principle Scholarship Fund
Eva and Lynn C. Maddox Men of Principle Scholarship Fund
J. William Romero, Jr. Men of Principle Scholarship Fund
H. Gordon Ross Men of Principle Scholarship Fund
PERSONNEL CHAIRS AND OPERATING FUNDSBowdoin Chapter BLF Endowment Fund
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
Fred J. Logan, Jr. Endowment Fund
PROGRAMMATIC FUNDSStephen D. Bechtel, Jr. Leadership Fund
Beta Upsilon Chapter Friend of Beta Faculty Fund
Chicago Chapter Fund
James A. Collins Leadership Development Fund
Donald W. English Leadership Fund
Peter F. Greiner Leadership College Fund
Miller Nichols Chapter Presidents Leadership Academy Fund
MERIT SCHOLARSHIP FUNDS Visit pages 12-13 for a list of awards from
the Merit Scholarship Funds.
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2014 Annual Report 15 | 68
N E W N A M E D E N D O W M E N T F U N D S | O U R I M P A C T
FORREST H. KIRKPATRICK LEADERSHIP FUNDThe Psi Diamond Charitable Foundation has established this new fund with a gift of $175,000, which will provide leadership development opportunities to undergraduates from our Bethany Chapter on a preferred basis.
R. DEAN STALCUP AND MISS MORGAN LEADERSHIP FUND$100,000 has been pledged by Miss Morgan and R. Dean Stalcup, Texas Tech 71, to immediately begin funding leadership program scholarships for young Beta leaders on an unrestricted basis.
PHILIP E. STOUT MEMORIAL LEADERSHIP FUNDNine chapter brothers of Philip E. Stout, Oklahoma State 62, have pledged $40,000 to establish this memorial fund honoring Brother Stouts service to the Gamma Lambda Chapter. This new fund will provide leadership program scholarships to young men from Oklahoma State.
ZETA OMICRON FOUR PILLARS FUNDIn honor of their chapters founding tenants of academics, philanthropy, athletics and social leadership, Marty Obst, Southern Illinois 03, and Ryan King, Southern Illinois 01, have established the Zeta Omicron Four Pillars Fund by pledging $10,000 each. The fund will provide leadership development scholarships to men from Zeta Omicron on a preferred basis.
ANONYMOUS LEADERSHIP FUNDAn anonymous Beta brother from our Alpha Chapter and his wife are making a gift of $100,000 in memory of his Beta father from the Alpha Iota Chapter at Washington in St. Louis. Their generosity will provide leadership program scholarships on an unrestricted basis.
TODD AND JANICE BLEAKLEY LEADERSHIP FUNDThis fund was established by Janice and Todd Bleakley, Kansas State 77, to fund leadership development opportunities for young men from our Kansas State chapter on a preferred basis.
ELROY BOURGRAF LEADERSHIP FUNDElroy Bourgraf, Cincinnati 54, has made a $100,000 provision in his will to provide leadership development and scholarship opportunities to young men from our Cincinnati Chapter on a preferred basis.
DAVID M. AND CAROL BRIGGS LEADERSHIP FUNDUpon the passing of Carol and David Briggs, Ohio 62, the Foundation will receive $50,000 from a charitable remainder trust which will endow a leadership development fund.
FRED & MARY JANE BROWER LEADERSHIP FUND AND TUITION SCHOLARSHIP FUNDFormer Administrative Secretary Frederick F. Brower, Miami 50, and his wife Mary Jane have made a gift of $15,000 to establish a tuition scholarship fund and another gift of $13,000 to establish a leadership development fund.
ANONYMOUS FAMILY LEADERSHIP FUNDUpon the passing of a long-time Beta volunteer and his wife, the Beta Foundation will receive a bequest of $50,000. These funds will forever provide leadership development scholarships to young Betas.
ROBERT N. AND MARCIA HEALY LEADERSHIP FUNDMarcia and Robert Healy, Missouri 64, have generously made a provision in their will for a fixed percentage from their IRA (currently valued at $50,000) to establish a new leadership fund.
DR. P. THOMAS PURINTON LEADERSHIP FUNDInitially conceived and endowed by Christopher G. Althoff, Kansas State 00, and his partner Jamie, in honor of former General Fraternity President P. Thomas Purinton, Kansas State 63, this fund will provide sponsorships to the John & Nellie Wooden Institute for Men of Principle. Dozens of Betas and Friends of Beta have contributed more than $40,000 to honor Betas beloved Dr. P. and his Beta Sweetheart, Molly.
, and his partner
IMPACT | FY14 NAMED ENDOWMENT FUNDS
L E A D E R S H I PP R O G R A M
S C H O L A R S H I P ST O Y O U N G B E TA S
T U I T I O NS C H O L A R S H I P S
F O R C O N T I N U I N GE D U C AT I O N
M P S G R A N T ST O C H A P T E R S
F O R R E C R U I T I N GC A M P U S L E A D E R SC A M P U S L E A D E R S
N E W W I N T E RS E S S I O N O F
T H E W O O D E NI N S T I T U T E
Q U A L I T Y A C R E SO F M U S E U M ,A R C H I V E A N D
P R O G R A M S P A C EI N OX F O R D
U N D E R G R A D U AT E SS U P P O R T E D W I T HF O U N D AT I O N A N D
M E N O F P R I N C I P L EA C T I V I T I E S
B E TA V O L U N T E E R S
P A R T I C I P AT I N G I N E D U C AT I O NA N D T R A I N I N G
1,220 73 69 1
8 2599,375
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16 | 68 2014 Annual Report
D E A G R A N T P R O G R A M | O U R I M P A C T
ENHANCING THE ACADEMIC CULTURE OF BETAS LIVING ENVIRONMENTSThe Designated Educational
Area Grant Program allows
alumni to make gifts to the Beta
Foundation that are earmarked
for funding educational areas or projects of chapter
houses. Once a DEA Grant application is approved by
the Foundation Board, the funds can be used to fully
or partially subsidize educational projects such as
libraries, study rooms, computer rooms, computer
equipment, internet and access space.
O H I O U N I V E R S I T Y
The DEA Grant Program was very critical in our efforts to raise $500,000 to recolonize Beta Kappa. We were able to design and build a state of the art environment to offer incoming members. Going
forward, this will allow continued Foundation tax-deductible contributions to sustain what we have built and improve as needed. Also, this will provide an opportunity for scholarships and participation in award-winning Beta leadership programs to enhance the Beta experience for our undergraduates. Ron Calhoun, Ohio 72, House Corporation President
M A S S A C H U S E T T S I N S T I T U T E O F T E C H N O L O G Y
The use of the DEA Grant Program was critical to the success of our ongoing $2.5 million Centennial Capital Campaign at Beta
Upsilon. We are undergoing extensive renovations on two 100-year-old townhouses in Boston, and the renovation of study rooms and educational spaces was an important part of the overall project. Having a tax-deductible vehicle for donations was essential to our success as almost every donor took advantage of that benefit. Mike Feinstein, MIT 82, House Corporation President
U N I V E R S I T Y O F O K L A H O M A
Our vision is simply to build a building that has plenty of room to study and a good place to sleep. We also want to build a sense of history, tradition
and accomplishment to inspire these young men. The DEA Grant Program is helping to make this happen by allowing for tax-deductible contributions, which are all managed by the Beta Foundations professional staff. Robert Beall, Oklahoma 79, Oklahoma ChapterCampaign Chairman
forward, this will allow continued Foundation tax-deductible and accomplishment to inspire these young men. The
Upsilon. We are undergoing extensive renovations on two
For more information about the DEA Grant Program, visit beta.org or contact a member of the Foundation staff.
CHAPTERS CURRENTLY UTILIZING THE DEA GRANT PROGRAM
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2014 Annual Report 17 | 68
A N I N D U S T R Y C O M P A R I S O N | O U R I M P A C T
B E T A F O U N D A T I O N A L L F R A T E R N I T Y A V E R A G E N O N - P R O F I T B E N C H M A R K
0.820.85
2008 2009 2010 2011 2012 2013
0.880.85
0.91
0.650.650.650.650.65
0.510.500.520.53
0.56
100%
85%
70%
55%
40%
PROGRAM SERVICES RATIO | 2008-2013PROGRAM EXPENSES / TOTAL EXPENSES
(THE HIGHER THE BETTER)
0.90
0.65
0.52
All data shown is analyzed and provided by an independent partner of the North-American Interfraternity Conference Foundation using public non-profit tax returns (IRS 990).
2008 2009 2010 2011 2012 2013
0.080.080.080.15
0.04
0.350.350.350.350.35
0.280.26
0.330.32
0.22
40%
30%
20%
10%
0%
FUNDRAISING EFFICIENCY RATIO | 2008-2013FUNDRAISING EXPENSES / GIFTS RECEIVED
(THE LOWER THE BETTER)
0.35
0.32
0.04
PROGRAM SERVICES RATIO | 2008-2013
The Foundation Board and staff monitors the fundraising and spending performance of the Beta Foundation relative to non-profit industry benchmarks. We hope these benchmark results show our commitment to raising and granting your charitable dollars efficiently as intended, and in a manner that directly impacts young men of principle across North America.
TO THE DONORS OF AMERICA
FOCUSING ON OVERHEAD WITHOUT
CONSIDERING OTHER CRITICAL
DIMENSIONS OF A CHARITYS
FINANCIAL AND ORGANIZATIONAL
PERFORMANCE CAN DO MORE DAMAGE
THAN GOOD. WE ASK YOU TO ALSO
PAY ATTENTION TO OTHER FACTORS
OF NON-PROFIT PERFORMANCE, SUCH
AS TRANSPARENCY, GOVERNANCE,
LEADERSHIP AND RESULTS.
Art Taylor President & CEO, BBB Wise Giving AllianceJacob Harold President & CEO, Guidestar
Ken Berger President & CEO, Charity Navigator
LEGEND
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B Y T H E N U M B E R S | O U R S U P P O R T E R ST H I S I S M YBETA STORY
As a member and volunteer of Delta Tau Delta Fraternity, along with my interfraternal service to the North-American Interfraternity Conference, I always knew my son Austin would be a fraternity man. The question was only, Which fraternity would he join?
When he came to the College of Charleston (which doesnt have a Delt chapter), at first Austin did not find an organization that appealed to him. Betas colonization on campus quickly became an ideal opportunity because Betas principles so closely aligned with the set of values our family has tried to instill in him. Because of his experience, Austin has become a more serious student, a better leader and an advocate for Greek life.
But, I didnt fully grasp the Fraternitys impact on Austin until Parents Weekend last year when he was asked to speak about the power of the fraternity experience. His words nearly brought tears to my eyes because they mirrored the feelings I have always had in my heart thanks to my brotherhood experience at Delta Tau Delta. Austin and I have always been very close, and despite wearing different letters, we now share a devotion to the fraternity movement because it allows young men to become who they are meant to be.
I know Beta is doing great work in the areas of leadership development and providing the true Greek experience, and every Greek organization needs loyal supporters. Im honored to add Beta Theta Pi to my list of supporting organizations alongside my own fraternity so that Beta can continue its good work in fostering young men. Alan Brackett, 50th International President of Delta Tau Delta Fraternity and North-American Interfraternity Conference Board of Directors
OUR SUPPORTERS B e c a u s e o f h i s e x p e r i e n c e ,
A u s t i n h a s b e c o m e a m o r e s e r i o u s s t u d e n t ,a b e t t e r l e a d e r a n d a n a d v o c a t e f o r G r e e k l i f e .
has tried to instill in him. Because of his experience, Austin has become a more serious student, a better leader and an advocate for Greek life.
But, I didnt fully grasp the Fraternitys impact on Austin until Parents Weekend last year when he was asked to speak about the power of the fraternity experience. His words nearly brought tears to my eyes because they mirrored the feelings I have always had in my heart thanks to my brotherhood experience at Delta Tau Delta. Austin and I have always been very close, and despite wearing different letters, we now share a devotion to the fraternity movement because it allows young men to become who they are meant to be.
I know Beta is doing great work in the areas of leadership development and providing the true Greek experience, and every Greek organization needs loyal supporters. Im honored
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2014 Annual Report 19 | 68
S N A P S H O T | O U R S U P P O R T E R S
NAMED ENDOWMENT FUNDSDEVELOP ING MEN OF PR INC IP L E FOREVER
JOHN REILY KNOX CLUB THE PREMIERE ANNUAL G I V ING C LUB OF THE BE TA L EADERSH IP FUND
JOHN REILY KNOX CLUBTHE PREMIERE ANNUALG IV ING C LUB OF G I V ING C LUB OF THE BE TA L EADERSH IP FUND
SONS OF THE DRAGON CLUB L EAVE YOUR MARK. . . FOR THE KA I
SONS OF THE DRAGON CLUBLEAVE YOUR MARK. . . FOR THE KA I. . . FOR THE KA I
BRIDGE BUILDER SOCIETYLEAV ING A L EGACY FOR THOSE WHO FOL LOW
BRIDGE BUILDER SOCIETYLEAV ING A L EGACY FORTHOSE WHO FOL LOWTHOSE WHO FOL LOW
THE PROMISES TO KEEP CAMPAIGNADVANC ING THE MEN OF PR INC IP L E I N I T I AT I V E
THE PROMISES TO KEEP CAMPAIGNADVANC ING THE MEN OFPR INC IP L E I N I T I AT I V EPR INC IP L E I N I T I AT I V E
BETA LEADERSHIP FUND DEVELOP ING MEN OF PR INC IP L E FOR A PR INC IP L ED L I F E
BETA LEADERSHIP FUNDDEVELOP INGMEN OF PR INC IP L E MEN OF PR INC IP L E FOR A PR INC IP L ED L I F E
We support the Beta Leadership Fund because we believe it is important to continue the great tradition and heritage of our Fraternity, while also building leaders who will make a difference for their community and their country. Wimbledon Champion and Oxford Cup Recipient Stan Smith, Southern
California 69, and his wife Margie
(L-R) Beta Leadership Fund supporters Phil Knox, Miami 68, Stan and Margie
Smith and Cathy and Tom Fey, Miami, 68, standing by the portrait of Betas first
Administrative Secretary Ralph N. Fey, Miami 40
BETA LEADERSHIP FUND$ 8 5 4 , 6 1 0
THE PROMISES TO KEEP CAMPAIGN (EXCLUDES OUTSTANDING PLEDGES) $ 5 2 2 , 5 7 1
CHAPTER FUNDS$ 3 9 , 7 7 7
DEA GRANT FUNDS$ 1 , 7 5 9 , 7 7 4
FOUNDATION ENDOWMENT$ 1 7 8 , 8 6 8
NAMED ENDOWMENT FUNDS$ 8 6 8 ,4 4 3
FY14 CONTRIBUTION BREAKDOWN | $4 , 224 ,044 RECE IVED
20%
42%
21%
12%
1%
4%
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20 | 68 2014 Annual Report
J O H N R E I L Y K N O X C L U B | O U R S U P P O R T E R S
THE PREMIER ANNUAL GIVING CLUB OF THE BETA LEADERSHIP FUNDThe John Reily Knox Club honors
Betas and Friends of Beta who
provide annual gifts of $1,500 or more. All members of the
John Reily Knox Club are invited to a special recognition
dinner at the Beta Convention annually.
BeloitStephen J. Goldman 64
BethanyNeil Christman 55Robert D. Mackenzie 77Vincent E. Mikolay 00
Carnegie MellonJames M. Anderson 51
CaseJames W. Kewley 66Frank N. Linsalata 63
CentreJerry M. Blesch 60
CincinnatiDavid A. Beckner 50Elroy E. Bourgraf 54Thomas D. Cassady 76John D. Erhardt 52Daniel H. Farmer 75H. Kent Mergler 63Gregory P. Ott 89Jeremy N. Rogers 00Steven A. Wilson 66
ColgateBruce S. Fein 84Howard B. Hughes 60
Colorado MinesT. Weston Hamilton 07
ColumbiaMartin I. Lewison 88Stephen M. Struna 81
CornellGustavo J. Vollmer 42
DenisonRichard G. Lugar 54James F. Mason 51Thomas M. Roudebush 52John N. Taylor, Jr. 57
DePauwL. Penfield Faber 52Robert E. Kersey 57John P. Rudy 51Walter W. Sampson, Jr. 58
East CarolinaD. Kirk Little 82
Eastern KentuckyL. Martin Cobb 96G. Michael Conway 75Gareth M. Saums 11
EmoryJohn H. Stebbins 92
FloridaStephen B. Becker 69Keith T. Koenig 73Matthew S. Paynter 00Michael J. Thompson 90John I. Williams, Jr. 79Michael H. Williams 75
Florida InternationalGlenn Shapanka 11
FurmanMichael A. McPhee 10
Georgia TechTheodore S. Haile 75Guy J. Lookabaugh 52Lynn C. Maddox 64John E. McDaniel, Jr. 42David M. McKenney 60
GMI-EMIRichard M. Caras 78
IdahoClifton C. Bowyer 84Michael R. Hamby 85Ralph M. Hartwell 54Jeffrey S. Johnson 87Donald W. Keefer 54Michael J. Killien 60William M. Lodge 53
Lawrence C. Parberry 61Robert S. Parish 52Wellington C. Pierce, Jr. 53Thomas L. Reveley 59Frank A. Shrontz 53Ronald L. Siple 55William H. Stoneman III 66
IllinoisDavid E. Brown 49Leslie A. Meier 82Gant Redmon 59
IndianaPaul H. Drew 72Fredrick J. Logan, Jr. 74Charles O. McCormick III 72Charles T. Richardson 69
Iowa StateJames S. Balloun 60Alan D. Clipperton 66Michael J. Dubes 66Judson A. Horras 97Gale M. Peterson, Jr. 66Ronald G. Sande 64Robert A. Wiley 87
KansasRobert E. Harris 81Larry D. Horner 56
Kansas StateChristopher G. Althoff 00H. James Bartels 43Todd E. Bleakley 77Randall D. Groves 78R. William Manning 80Bill L. Nicholson 60Warren R. Staley 65Paul B. Swartz 64
KenyonWilliam E. Lowry, Jr. 56
LawrenceRobert J. Schaupp 51Kristofer K. Swanson 87
LehighWilliam F. Hahn 49
MaineLeslie C. Brewer 44Thomas E. Hart 79
MarylandCasey A. Gomes 02Mark F. Slaney 92
MiamiWilliam F. Alderman 67John D. Backe 54Peter W.C. Barnhart 66J. Benjamin Beshear 01Jonathan J. Brant 75Frederick F. Brower 50Edward M. Brown 31Joseph E. Budde, Jr. 06Robert L. Cottrell 54John R. Deyo 69Philip S. Fernandez 06Scott C. Fessenden 74Thomas C. Fey 68John M. Groom 58Zachary T. Haines 05James W. Haywood 74Ronald P. Helman 55Thomas W. Hook 81James R. McClanahan 60Mitchell P. Rales 78Arthur J. Reimers III 77Joseph J. Rosing 06Douglas S. Wagner 78
MichiganKarl J. Edelmann 86Spencer H. Le Menager 60
George W. Trowbridge 56Robert L. Wesorick 92Michael J. Wilson 89
Michigan StateRussell E. Palmer 56Dan P. Reason 57Carl A. Swanson 51
MinnesotaScott J. Allen 95Donald M. Anderson 50Dustin L. Anderson 05Michael D. Kokkinen 00
MissouriW. H. (Bert) Bates 49Charles E. Brown 61Harry M. Cornell, Jr. 50Robert N. Healy 64John M. Hillhouse 69Harold S. Hook 53Richard G. Miller 70Henry A. Plain, Jr. 80Henry W. Robertson, Jr. 51David R. Spence 80
MITGodard K. Abel 93Mark P. Bouchard 84Robert R. Boye 88Ellis J. Braman 58
2010 2011 2012 2013 2014
150190
242
306
319
JOHN REILY KNOX CLUB MEMBERS | $1,500+ ANNUAL GIVING
provide annual gifts of $1,500 or more. All members of the
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2014 Annual Report 21 | 68
J O H N R E I L Y K N O X C L U B | O U R S U P P O R T E R S
Spencer M. Brush 67Arthur C. Carmichael, Jr. 62William V. DeBellis, Jr. 67Barclay L. Grayson 92Glen A. Holden 51Gregory J. Houser 70Warner R. Munro 86N. R. Walker 66
Oregon StateJack R. Borsting 51
PennsylvaniaWilliam M. Barstow, Jr 41Jeffrey Lieberman 96
PurdueWilson R. Isert 35John W. Longstreth 51Howard R. Meeker, Jr. 48
RutgersGeorge D. Fosdick 63
SMUJeffrey P. Greiner 80John D. Hagerman 63David W. Light III 64
South DakotaJohn V. Conway, Jr. 56Jerry R. Morrissey 57Peter W. Wagner 62
Southern IllinoisRyan E. King 01Martin E. Obst 03
StanfordFranklin P. Johnson, Jr. 50
SyracuseRobert F. Hanley, Jr. 83
TexasMac N. Churchill 72
Texas TechR. Dean Stalcup 71
Truman StateMatthew J. Brawner 07Marc T. Tower 05Jason P. Waggoner 04
UCLAJames A. Collins 50Peter N. Pappas 86John H. Wilke 51
UNLVJ. William Romero, Jr. 95
UtahJoseph T. Butler, Jr. 58Jeff S. Cardon 80Christopher M. Conabee 88Adam D. Duncan 86Spencer F. Eccles, Sr. 56Christian K. Gardner 94E. Marc Mariani 77Michael P. Morris 81John R. Raybould 97
VillanovaMichael R. Okenquist 94
Virginia TechS. Wayne Kay 73Daniel L. Westra 76
WabashJames A. Carroll 65Robert T. Grand 78
WashingtonPeter J. Brix 58Blake W. Nordstrom 82Bruce A. Nordstrom 55
Washington & JeffersonRaymond S. Tomassene 83
Washington in St. LouisJesse R. Bodine 49Ferdinand Del Pizzo, Jr. 58Alwyn E. Wolfarth 59
WesleyanBradley J. Vogt 87
West VirginiaJames W. Boyd 68Charles K. Kane 52R. Brawley Tracy 50
Western ReserveWalter E. Kalberer 55
Kendall R. Bryan 88John R. Chisholm 84Albert G. Coulson III 94Jeffrey M. Dardarian 99David S. Eisen 83Michael G. Feinstein 82Peter C. Gaston 81Mark A. Goldberg 82Kevin J. Grannan 79Robert A. Grant 64Kent L. Groninger 63John M. Hirschi 56Lawrence R. Hoover 57Charles D. Koch 57Calvin S. Koonce 60Roger W. Lacy 79Alan L. Laves 82Frank J. Leibly III 93Michael A. Lopez 83Eugene C. Lou 90William T. Maimone 84Herman L. Marshall 78David A. Milich 82Michael W. Miller 95Richard H. Oeler 60Eric L. Raefsky 76Robert M. Ramstad 90Michael D. Rechtin, Jr. 89William G. Roeseler 65Paul W. Sommer 42Robert J. Struble 85John T. Sutton 55Lei H. Tung 86Herbert B. Voelcker, Jr. 51Earl J. Watkins 90Alfred E. Wechsler 55Albert O. Wilson, Jr. 38Frederick R. Wilson 83George M. Wyman 62Stephen J. Yeretsky 59Henry C. Young, Jr. 57
NebraskaRick W. Fuchs 03Andrew S. Mattox 00
North CarolinaWilliam E. Hall, Jr. 74
NorthwesternJohn M. Mutz 57Gary H. Rusk 65Justin M. Rutherford 00James T. West 48
OhioDavid M. Briggs 62Richard H. Brown 65
Glenn E. Corlett 65R. Leslie Cornwell 65James M. Horn 68Jeffrey J. OHara 69Richard A. Sabol 77Garry L. Weigand 65
Ohio StateDavid W. Wright 67
Ohio WesleyanW. Martin Haskell 68Eric R. Hursh 70
OklahomaRobert L. Barr IV 85Fallis A. Beall 55Robert S. Beall 79Michael A. Bickford 80Bradford L. Boone 82Todd K. Booze 90John F. Burns 86Bret A. Chandler 82Ronald J. Crosby 77Robert R. Felton 85Kevin L. Foxx 78Falon D. Fuller 80Dwayne E. Godsey 53Mark P. Godsey 77Daniel W. Jordan 78Robert R. Klabzuba 71Michael T. Krampf 88Michael T. Lynch 71Thomas H. McCasland, Jr. 56Thomas H. McCasland III 81Christopher H. Pierce 75David E. Rainbolt 78J. Hugh Roff 53William J. Ross 52Don A. Smith 58Garland R. Talley 74James W. Taylor 79Arthur H. Thompson 66Ralph G. Thompson 56Stan M. Vlasimsky 85
Oklahoma StateFredrick F. Drummond 53Joe L. Greenhaw 83Jeffrey S. Smith 86
OregonJoseph A. Arenz 93Thomas J. Arenz 91Morris A. Arntson, Jr. 59Andrew Berwick, Jr. 55Jack R. Borsting 51
My greatest treasure and gift is to meet and talk to undergraduates to imbue in them the commitment to live by Betas ideals, to remain involved with our Fraternity for life and to give back to our Foundation. My Mom always said, Service to others is the rent we pay for our space on earth. I am doing my best to be sure I pay my rent.
Richard H. Brown, Ohio 65
WhitmanLawrence B. Stone 77
Wichita StateJames E. Driscoll 62
WillametteR. Ethan Braden 02Douglas G. Houser 57
William & MaryMacGregor H. Hill II 04
WisconsinRolland S. McGinnis 53Robert L. Schnese 83
Wisconsin-OshkoshBenjamin D. Thornsberry 08
YaleWilliam H. Greer, Jr. 51
Beta OrganizationsOklahoma House Corporation
Friends of BetaVan H. EllisEdward KirklinBernidene MerrillRobert TignerNorEaster FoundationSoros Fund Charitable FoundationLumina FoundationRose Hills Foundation
Salesforce.com Foundation
GE Foundation
Microsoft Matching Gifts
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22 | 68 2014 Annual Report
B R I D G E B U I L D E R S O C I E T Y | O U R S U P P O R T E R S
LEAVING A LEGACY FOR THOSE WHO FOLLOWThe Bridge Builder Society recognizes those who have chosen to leave a legacy for the future of Beta Theta Pi through their will or estate plans. These
loyal brothers and friends have followed the example set by the old man who builds the bridge for the young man who will follow after him.
AuburnRoderick B. Hastie 82
Ball StateRandy D. Phillips 79
BethanyRichard K. Boyd, Jr. 61David A. Butz 60
Bowling GreenGeorge D. Patrick 62
British ColumbiaJames M. Strilesky 72Alan G. Young 71
BrownBruce M. Lloyd 80Russell T. White 44
Carnegie MellonKenneth K. Humphreys 59
CaseCharles L. Wiley 58
Central MichiganThomas C. Olver 98
CentreJerry M. Blesch 60B. Hume Morris 68
CincinnatiElroy E. Bourgraf 54Thomas D. Cassady 76Thomas F. Cole 60David M. Kerka 88H. Kent Mergler 63William L. North 63
ClemsonBryant N. Blakeslee, Jr. 06
ColgateBruce S. Fein 84
Colorado MinesNewell H. Orr, Jr. 48
CornellPhilip D. Spiller, Jr. 95
DartmouthThomas H. Gillaugh 46
DaytonThomas O. Farnsworth 09Timothy S. Herrmann 10
DenisonGeorge M. Brown, Jr. 60
DenverLeRoy J. Marx 49
DePauwJeffery L. Cable 82H. Tuck Schulhof 58Douglass M. Vines 68
DukeThomas U. Todd 54
East CarolinaD. Kirk Little 82Adam J. Scarboro 06
Eastern KentuckyL. Martin Cobb 96
EmoryWilliam R. Korth 76John H. Stebbins 92Alan C. Teplis 78
FloridaChristian S. Bauer 66Stephen B. Becker 69Edward B. Knight 38
Gary W. Leech 70Matthew S. Paynter 00
Florida StateJeffrey B. McLain 76Curtiss C. Potter 92
Georgia TechTheodore S. Haile 75J. Peter Labouisse 64Lynn C. Maddox 64
GMI-EMILouis A. Corsiglia 67David J. Hogan 74
HanoverRichard P. Ellenberger 58Sangkook Han 60
IdahoWilliam I. Jordan 69
IllinoisGant Redmon 59
IndianaJ. Philip Goddard 67Charles O. McCormick III 72James R. Roudebush 71
IowaSteven G. Bensema 06Neal J. Brower 90
Iowa StateMichael J. Dubes 66Judson A. Horras 97Robert A. Wiley 87
Johns HopkinsJames T. McMenamin, Jr. 71
KansasLloyd L. Kirk 55
Kansas StatePaul R. Attwater III 83H. James Bartels 43Robert S. Hoisington 79R. William Manning 80James H. Porter 64P. Thomas Purinton 63
Kettering AMatthew J. Lepkowski 97
LawrenceDavid J. Schnackenberg 90
Donald G. DiPaolo 78Robert H. Gillow 56Roger S. Helman 89William P. Johnson 57Joseph E. Salata, Jr. 78
Michigan StateRobert A. Cook 62Russell E. Palmer 56
MinnesotaScott J. Allen 95Bertram G. Leach 52Ryan A. Marek 12Justin M. Miller 00
MississippiWilliam B. Lipscomb 65
MissouriW.H. (Bert) Bates 49Carl E. Bolte, Jr. 51Charles E. Brown 61Robert N. Healy 64John P. Huston, Jr. 49Richard F. Kammerer 80Robert W. McKinley 66
MITMichael G. Feinstein 82
LouisvilleThomas N. Chapman 71Matthew V. Tsien 80
LynchburgCharles W. Warner 87
MaineDavid S. Lamb 62George S. Pullen 03
MiamiPeter W.C. Barnhart 66J. Benjamin Beshear 01Jonathan J. Brant 75Robert L. Cottrell 54Thomas C. Fey 68Ronald P. Helman 55Robert H. Kurz 58James T. Neef 53Jeffrey N. Newton 77JB Scherpelz 05Robert D. Wertz 61
Miami (Fla.)Peter N. Darrow 09
MichiganJames R. Denbo 63
LIVING MEMBERS OF THE BRIDGE BUILDER SOCIETYOur 11 new BBS members are shown in blue.
James R. Roudebush 71
As the parents of young children, we want our kids associated with people and organizations
that align with our familys values.
When Betas live their values, great
things happen! We support the BLF
because our gifts are connecting
young Betas to the vision of our
founders building authentic,
lifelong relationships among men.
Betas results tell a convincing story,
and we are proud to give back
because we are the products of our
Great and Good Fraternity
in action.
Scott J. Allen, Minnesota 95Scott and Jessica Allen with their son Will, and daughters Kate (left) and Emily (right)
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2014 Annual Report 23 | 68
B R I D G E B U I L D E R S O C I E T Y | O U R S U P P O R T E R S
2014 Annual Report 23 | 68
NebraskaR. C. Mead 65William E. Thompson 65
NorthwesternBerry Conner, Jr. 52Paul R. Gudonis 76John M. Mutz 57Gary H. Rusk 65Justin M. Rutherford 00Robert W. Scholler 48
OhioDavid M. Briggs 62Richard H. Brown 65Brian D. Cain 91Randall V. Greig 53Richard E. Griffin 65J. Burton Mayes 39Jeffrey A. Radomski 81
Ohio StateC. Nelson French 47Daniel J. Westerbeck, Jr. 67David W. Wright 67
201 Living Bridge Builder Society Members
WILL BEQUESTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
L IFE INSURANCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
CHARITABLE REMAINDER TRUSTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
CHARITABLE G IF T ANNUIT IES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
RET IREMENT PLANS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
L IV ING REVOCABLE TRUSTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Total ................................................................................................................ 208**Several BBS members have made the Foundation beneficiary of multiple types of estate gifts.
ESTATE GIFT EXPECTANCIES NUMBER CONFIRMED
WILLIAM M. BARSTOW, JR.
P E N N S Y LV A N I A 4 1The Foundation was the beneficiary of $3,000, which
was split between the Pennsylvania Chapter Educational Fund, the BLF and the Founders Fund Endowment after Bill Barstows passing in 2012. Bill associated with other Betas living in the Hilton Head area and was a faithful donor for many years.
was split between the Pennsylvania
MARY & WILSON ISERT P U R D U E 3 5
Featured in last years report with a bequest of $75,000, the Iserts legacy continued
into this fiscal year with an additional distribution of $139,000, all of which was placed into the Founders Fund endowment. In all, the Iserts have contributed $213,920 to continue developing men of principle.
THOMAS M. (TIM)ROUDEBUSHD E N I S O N 5 2The Foundation received a bequest of $5,000 upon
the death of Tim Roudebush. A prolific entrepreneur, he founded the Eldred World War II Museum in 1996 and was an active member of the Kansas City Beta Club and a loyal Foundation donor. His bequest was split between the BLF and the Founders Fund endowment.
the death of Tim Roudebush. A prolific
COL. WILLIAM WHITFIELD WATKINS, JR.
P E N N S Y LV A N I A 4 1A bequest of $500 was received after the passing of Col. Watkins
in December, which was split between the BLF and the Founders Fund endowment. Col. Watkins gave annually nearly every year since 1973, and remained involved in his community and church throughout life.
in December, which was split between the
Ohio WesleyanEric J. Eickhoff 00
OklahomaJohn H. Coker, Jr. 72William J. Hemphill 45Michael C. Ritz 66Lee B. Thompson, Jr. 54
Oklahoma StateJoshua P. Fairchild 05Robert H. Johnson 77Louis M. Linxwiler, Jr. 53
OregonMorris A. Arntson, Jr. 59Richard F. Church 55William R. Crist 68John H. Herman 60Glen A. Holden 51
Penn StateJames B. Smith 50
PurdueHoward R. Meeker, Jr. 48John E. Young 56
Rhode IslandJeffrey M. Flanagan 93
RutgersKenneth J. Grispin 70
Saint LouisNicholas L. Block 03
San Diego StatePatrick M. Hidalgo 91
SMUDon S. Pearce 65
South DakotaDaniel H. Kirkham 58John C. Thietje 61
South FloridaDavid E. Schmidt 92
SyracuseG. Clif Heidel,Jr. 56
TexasT. Hardie Bowman 72Michael R. Eubank 83Wade H. McMullen 79George M. Minot 56
Texas TechR. Dean Stalcup 71
TorontoRoss W. Marsh 90Robert B. McConnell 79Frederick W. Young 54
UC IrvineChristopher C. Ogilvie 80
UCLAWalter A. Chenoweth 52Michael J. Downer 77
UnionCharles E. Pankenier 65
UtahSherman A. Smith 36Robert E. Stagg 67
Virginia TechCharles E. Comer 75S. Wayne Kay 73Daniel L. Westra 76
WabashJames A. Carroll 65Robert T. Grand 78Samuel H. Hildebrand II 61Thomas A. Klingaman 52Ronald R. Nichols 64
WashingtonRichard E. Phenneger 58
Washington in St. LouisFerdinand Del Pizzo, Jr. 58Harold W. Duke, Jr. 59Tristan K. Sopp 11
Washington StateGuy D. Perham 50
WesleyanJohn K. Easton, Jr. 58
West VirginiaThomas J. Gulliford 68
Western OntarioJohn R. Birkett 71Douglas M. Reid 58
Western ReserveThomas A. Lipton 63
WestminsterLouis K. Beasley, Jr. 65Michael J. Esser 70
Wichita StateRobert M. Smith 67Tim J. Watt 80
WillametteR. Ethan Braden 02Douglas G. Houser 57Jon A. Steiner 63
William & MaryPatrick A. Everett 07
WisconsinW. Perry Atterholt 83James R. Curtis 86William R. Meythaler 69Robert L. Schnese 83
Friends of BetaRonald W. BeshearHelen Davis (Jeremy Davis,
Williams 56)Mary Graham (John U. Graham, Purdue 40)Carolyn Harmon (Robert L. Harmon, Washington in St. Louis 49)Lindsey Mercer 95Dorotha Pitcher (Robert G. Pitcher, Purdue 45)Mona Skager (E. Loren Aufdenkamp, Illinois 48)Susanne Sommer (John M. Sommer, Miami 53)Dorian Beck Trauger
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24 | 68 2014 Annual Report
S O N S O F T H E D R A G O N C L U B | O U R S U P P O R T E R S
LEAVE YOUR MARK. . . . . . FOR THE KAIThe Sons of the Dragon Club
is the Beta Foundation's annual
giving club specifically for
Beta undergraduates.
The Sons of the Dragon Club is designed to educate on
the purpose, goals and activity of the Beta Foundation,
and to start undergraduates on their path of annual giving
to the Beta Leadership Fund.
SCHOOL 2014 CHAPTER 2014 CLUB PRIOR 3 YR. PARTICIPATION MEMBERS AVERAGEAlabama 2.4% 3 16American 35.9% 23 n/aArizona 16.1% 24 7Arkansas 13.9% 15 29Auburn 9.0% 14 78Baylor 32.7% 18 22Bethany 50.0% 11 3 British Columbia 11.4% 9 5Cal Poly 15.8% 12 17Carleton 48.1% 13 12Case Western Reserve 54.5% 30 16Central Florida 38.2% 26 64Central Michigan 61.0% 36 32Centre 100% 30 6Chapman 21.1% 23 16Charleston 37.1% 23 23Cincinnati 32.0% 24 27Clemson 1.0% 1 6Colgate 3.2% 2 2Colorado Mines 73.8% 48 25Columbia 24.5% 12 3Connecticut 32.4% 24 35
2010 2011 2012 2013 2014
1,033 MEMBERS
$22,298
1,604 MEMBERS
$ 3 1 , 1 1 8
2,170 MEMBERS
$43,374
2,212 MEMBERS
$43,845
SONS OF THE DRAGON CLUB | GIVING HISTORY2,450 MEMBERS
$55,146
SCHOOL 2014 CHAPTER 2014 CLUB PRIOR 3 YR. PARTICIPATION MEMBERS AVERAGECornell 56.5% 35 24Creighton 73.0% 46 19Dayton 58.3% 35 23Denison 13.8% 9 12Denver 100% 64 36DePauw 17.7% 20 16Drexel 63.6% 21 n/aEast Carolina 73.7% 42 22Eastern Kentucky 17.1% 6 18Eastern Washington 23.7% 9 7Emory 5.4% 4 27Florida 0.7% 1 4Florida International 100% 50 42Florida State 32.2% 29 n/aFurman 30.3% 10 14George Washington 22.1% 18 24Georgia 0.8% 1 1Georgia Tech 0.0% 0 2Hanover n/a 1 4High Point 100% 43 18Idaho 28.0% 23 17Illinois 47.9% 34 n/a
SCHOOL 2014 CHAPTER 2014 CLUB PRIOR 3 YR. PARTICIPATION MEMBERS AVERAGEIndiana 2.4% 4 19 Iowa 22.9% 11 6Iowa State 31.9% 22 17John Carroll 42.6% 20 20Johns Hopkins 22.5% 16 12Kansas 0.0% 0 1Kansas State 4.0% 4 7Kentucky 100% 114 71Kenyon 5.6% 3 3Kettering A 100% 15 16Kettering B 100% 31 20Knox 9.3% 4 7Lawrence 18.8% 9 6Louisville 16.7% 10 9Loyola Marymount 10.1% 10 12Maine 5.7% 4 13Maryland 54.0% 27 30Miami n/a 2 3Miami (Fla.) 20.8% 22 17Michigan 41.2% 21 22Michigan State 57.4% 31 16Minnesota 100% 69 42
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2014 Annual Report 25 | 68
S O N S O F T H E D R A G O N C L U B | O U R S U P P O R T E R S
Betas from the University of Kentucky at their fall 2013 initiation, who once again showed 100% chapter support for the Sons of the Dragon Club.
SCHOOL 2014 CHAPTER 2014 CLUB PRIOR 3 YR. PARTICIPATION MEMBERS AVERAGEMississippi 10.4% 8 27Missouri 4.5% 7 3Missouri-Kansas City 21.9% 14 13MIT 47.1% 8 4Nebraska 13.7% 13 14North Carolina 5.3% 4 2North Dakota 100% 38 12Northeastern 100% 42 50Northwestern 7.3% 6 24Nova Southeastern 100% 18 21Ohio 10.7% 6 6Oklahoma 42.1% 80 9Oklahoma State 13.6% 19 12Oregon 0.0% 0 6Pacific 100% 71 36Penn State 6.8% 5 17Pennsylvania 6.8% 5 2Pittsburgh 24.0% 12 n/aPuget Sound 41.9% 18 n/aQuinnipiac 27.9% 12 n/aSaint Louis 33.7% 31 19San Diego 56.0% 60 52
SCHOOL 2014 CHAPTER 2014 CLUB PRIOR 3 YR. PARTICIPATION MEMBERS AVERAGESan Jose State 78.6% 22 24Sewanee 0.0% 0 3SMU 10.5% 12 38South Carolina 10.4% 14 30South Dakota 70.8% 34 16Southern California 6.5% 8 26Southern Illinois 100% 26 28St. Lawrence 12.7% 7 6Stevens 16.7% 7 6TCU 19.5% 26 40Tennessee 64.7% 11 10Texas A&M 1.9% 2 6Texas A&M-CC 37.5% 9 10Texas at Arlington 100% 24 16Toronto 25.0% 8 7Truman State 58.2% 53 48UC Irvine 25.6% 11 8UC San Diego 19.1% 9 n/aUC Santa Barbara 4.4% 4 11UCLA 9.1% 11 11Utah 35.4% 29 27Vanderbilt 2.4% 2 4
SCHOOL 2014 CHAPTER 2014 CLUB PRIOR 3 YR. PARTICIPATION MEMBERS AVERAGEVillanova 8.2% 5 6Virginia 1.2% 1 14Virginia Tech 4.6% 5 10Wabash 47.2% 34 28Washington 3.5% 4 5Washington & Jefferson 70.7% 29 6Washington and Lee 5.0% 3 1Washington in St. Louis 16.2% 17 16Washington State 21.2% 14 7Wesleyan 1.9% 1 1West Virginia 3.9% 3 4Westminster 100% 51 25Whitman 15.4% 6 1Wichita State 50.9% 32 19William & Mary 5.7% 5 19Wisconsin 100% 22 17Wisconsin-Oshkosh 35.9% 14 16Wittenberg 6.0% 3 5WPI 42.31% 22 15
Grand Totals 27.4% 2,450 1,993
I ve supported the BLF each year since I joined the Fraternity. Finances are important to all college students, but giving what I can is more than worth it because of all the things Beta
has done for me. Our leadership opportunities are extremely
influential, and Im happy to do what I can to make the
programs available for others.
Kevin Adams, Michigan State 15 (right)
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DONOR LIST LEGENDANNUAL GIVING CLUBS
(June 1, 2013 May 31, 2014)
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 for undergraduates
who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES
() Old Main Society ............... $1 Million+ () Campanile Society ............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders Society.................$25,000 () Presidents Society ...............$10,000 () Loving Cup Society ................ $5,000 () Beta Society .................................$1,000
CONSECUTIVE YEARS GIVING
Annual recognition for donors who give
consecutively for multiple years.
5 Years 10 Years 15 Years 20 Years 25 Years
B L F & D O N O R R E C O G N I T I O N | O U R S U P P O R T E R S
26 | 68 2014 Annual Report
ANNUAL, LIFETIME AND CONSECUTIVE GIVINGThe following list contains
all donors (grouped
alphabetically by school)
who made gifts to the Beta
Foundation from June 1, 2013
through May 31, 2014. Annual
Giving Clubs, Lifetime Giving
Societies and consecutive
years giving are highlighted
throughout the list using Club
names and various symbols
defined by the legend.ANNUAL GIFTS RECEIVED FY11 FY12 FY13 FY14Beta Leadership Fund $938,072 $1,006,468 $960,828 $854,610
The Promises to Keep Campaign N/A $3,781,000* $4,260,543* $3,262,038*
Other Named Funds $2,059,719 $1,430,151 $1,714,712 $2,065,637
Total Gifts Received $2,997,791 $6,217,619* $6,936,083* $6,182,285*
Total Donors 4,769 5,415 5,587 5,346
*Includes pledges to The Promises to Keep Campaign
BETA LEADERSHIP FUNDDeveloping Men of Principle for a Principled Life
British Columbia Betas in the Marching Line at the 175th Anniversary.
ANNUAL, LIFETIME AND
Friends of Beta attending the 175th Anniversary and General Convention.
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B L F & D O N O R R E C O G N I T I O N | O U R S U P P O R T E R S
2014 Annual Report 27 | 68
BLF GIVING RESULTS BY CHAPTER
N U M B E R O F D O N O R S 1. Oklahoma ...................................................120
2. Kentucky ...................................................... 118
3. Minnesota .................................................... 110
4. Miami ..............................................................95
5. Denver ...................... ...................... ...............79
6. Cincinnati .....................................................74
7. Wabash .........................................................74
8. Pacific ..............................................................71
9. Westminster.......... ........ ............................ 70
10. San Diego .....................................................65
D O L L A R S C O N T R I B U T E D 1. Miami ..................................................$63,397
2. Missouri .............................................$63,945
3. Iowa State ........................................$25,853
4. Oklahoma ..........................................$25,481
5. Case Western Reserve ..............$22,539
6. Cincinnati ..........................................$19,828
7. Indiana ....................................................$18,111
8. Kansas State .................................... $16,957
9. Pennsylvania .................................... $15,233
10. Northwestern ...................................$14,422
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DONOR LIST LEGENDANNUAL GIVING CLUBS
(June 1, 2013 May 31, 2014)
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 for undergraduates
who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES
() Old Main Society ............... $1 Million+ () Campanile Society ............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders Society.................$25,000 () Presidents Society ...............$10,000 () Loving Cup Society ................ $5,000 () Beta Society .................................$1,000
CONSECUTIVE YEARS GIVING
Annual recognition for donors who give
consecutively for multiple years.
5 Years 10 Years 15 Years 20 Years 25 Years
B L F & D O N O R R E C O G N I T I O N | O U R S U P P O R T E R S
28 | 68 2014 Annual Report
Celebrating Founders Day at the 175th Anniversary and General Convention in Oxford.
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B L F & D O N O R R E C O G N I T I O N | O U R S U P P O R T E R S
2014 Annual Report 29 | 68
My life in the Beta Rho Chapter was like a wonderful novel full of thousands of vignettes that are all happy, fun and nostalgic. But most of all, my memories of friendship and brotherhood were positive ventures that added special meaning to my life and were often too good to be true. Betas 14th Oxford Cup Recipient,Ambassador Glen Holden, Oregon 51
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DONOR LIST LEGENDANNUAL GIVING CLUBS
(June 1, 2013 May 31, 2014)
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 for undergraduates
who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES
() Old Main Society ............... $1 Million+ () Campanile Society ............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders Society.................$25,000 () Presidents Society ...............$10,000 () Loving Cup Society ................ $5,000 () Beta Society .................................$1,000
CONSECUTIVE YEARS GIVING
Annual recognition for donors who give
consecutively for multiple years.
5 Years 10 Years 15 Years 20 Years 25 Years
30 | 68 2014 Annual Report
B L F & D O N O R R E C O G N I T I O N | O U R S U P P O R T E R S
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2014 Annual Report 31 | 68
B L F & D O N O R R E C O G N I T I O N | O U R S U P P O R T E R S
2013-14 RE/COLONIZATIONS NORTH CAROLINA STATE UNIVERSITY Raleigh, N.C. [email protected]
OHIO STATE UNIVERSITY Columbus, Ohio [email protected]
PURDUE UNIVERSITY Lafayette, Ind. jack.ja [email protected]
UC DAVIS Davis, Calif. [email protected]
WILLAMETTE UNIVERSITY Salem, Ore. [email protected]
We have a distinct and definite obligation
to cherish, to add to, and to transmit
the legacy of Beta Theta Pi to those
who are to follow.
Francis W. Shepardson, Denison 1882
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DONOR LIST LEGENDANNUAL GIVING CLUBS
(June 1, 2013 May 31, 2014)
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 for undergraduates
who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES
() Old Main Society ............... $1 Million+ () Campanile Society ............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders Society.................$25,000 () Presidents Society ...............$10,000 () Loving Cup Society ................ $5,000 () Beta Society .................................$1,000
CONSECUTIVE YEARS GIVING
Annual recognition for donors who give
consecutively for multiple years.
5 Years 10 Years 15 Years 20 Years 25 Years
32 | 68 2014 Annual Report
B L F & D O N O R R E C O G N I T I O N | O U R S U P P O R T E R S
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2014 Annual Report 33 | 68
B L F & D O N O R R E C O G N I T I O N | O U R S U P P O R T E R S
When we arrived at Keystone, our E-Board had an idea of what we wanted to do, but not exactly the knowledge on how to make our ideas a reality. Keystone helped answer our questions and gave us important tools and skills. By the time we returned to campus we had both a vision and a clear plan, and Id like to think we made Wooglin proud this year. Rodrigo Villegas, Quinnipiac 15
Rodrigo Villegas (third from right) with the Quinnipiac colony executive board at Keystone.
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DONOR LIST LEGENDANNUAL GIVING CLUBS
(June 1, 2013 May 31, 2014)
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 for undergraduates
who contribute $18.39 or more to the BLF.
LIFETIME GIVING SOCIETIES
() Old Main Society ............... $1 Million+ () Campanile Society ............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders Society.................$25,000 () Presidents Society ...............$10,000 () Loving Cup Society ................ $5,000 () Beta Society .................................$1,000
CONSECUTIVE YEARS GIVING
Annual recognition for donors who give
consecutively for multiple years.
5 Years 10 Years 15 Years 20 Years 25 Years
B L F & D O N O R R E C O G N I T I O N | O U R S U P P O R T E R S
34 | 68 2014 Annual Report
Undergraduates on stage during the Fill in the Seats post-Model Initiation reflection session at the 175th Anniversary on August 8, 2014
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B L F & D O N O R R E C O G N I T I O N | O U R S U P P O R T E R S
2014 Annual Report 35 | 68
The Presidents Academy reminded me that not all decisions are easy and some of them come at a cost. Just do what is right, and the rest will follow. Nate Wong, Minnesota 15
Nate Wong (second from left) with other brothers of the Beta Pi Chapter at the University of Minnesota.
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DONOR LIST LEGENDANNUAL GIVING CLUBS
(June 1, 2013 May 31, 2014)
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