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A C C E S S I B I L I T Y Ri mmaudo/Cr awf or d C A MP U S&H Q F u n d i n gMo d e l s


L E T T E RF R O M T H EP R E S I D E N T Wear eal lt as k edwi t hs omel ev eloff i duc i ar yr es pons i bi l i t yasi tr el at est oourr ol esonc ampusandwi t hi n ouror gani z at i onsandbus i nes s es .Whet heri tbewr angl i ngapr ogr ammat i coroper at i onalbudget ,ordet er mi ni ngef f ec t i v eout r eac ht opot ent i aldonor s ,s t ewar ds hi poff i nanc i alr es our c ess houl dbeahi ghpr i or i t y . T ak eamomentt ot hi nkabouty ourabi l i t yt odi s t r i but ef undsasy ouex ec ut ej obs pec i f i ct as k s .Whatar et he ques t i onsy ouas ky our s el fandt hos ey ouwor kwi t hwhenmak i ngf i naldec i s i ons ?Whi c hc ons t i t uent sdoes y ouri ni t i at i v e( s )i nv ol v e?Whowi l lmanageand/ orex ec ut es ai di ni t i at i v e?I si tar ec ur r i ngoronet i meoppor t uni t y ?Theans wer st ot hes eques t i onswi l lbedi f f er entdependi ngupony ourr ol ewi t hi ny ouror gani z at i on. Howev er ,ev er y onehast ohav er at i onal et os uppor tf i nanc i aldec i s i onmak i ng.Ev enast heBoar dofDi r ec t or sf ort hi sAs s oc i at i on,wehav et of ac t ori nt heaf or ement i onedques t i onsandmanymor easweuphol d ourdut yt obef i nanc i als t ewar dsofAFA. Asy out hi nkt hr ought hej us t i f i c at i onsandmapouty ours pendi ngand/ orgi v i ngpl an,Iwoul dof f eraf ew t hi ngst oc ons i derasdec i di ngf ac t or swhi c hi nc l udebutar enotl i mi t edt o:pot ent i ali mpac t / r eac hoft hei ni t i at i v e,c os tef f ec t i v enes s ,oppor t uni t i est oc ol l abor at eandex t endmonet ar ygai n,pr i or i t i esasi tr el at est oa s t r at egi cpl anoras s es s mentac t i v i t y ,andobl i gat i ont os uppor tt heor gani z at i on. Thi si s s uewi l lpr ov i deav ar i et yoff undi ngmodel s ,s ol ut i onst os pendi ngc hal l enges ,andmuc hmor e.Asy ou r eadt hr ough,t ak enot eofpos s i bl ec hangest hatc oul dbenef i ty oui ny ourpr of es s i onalr ol e.Res pons i bl e s pendi ngi sas k i l lt hatwi l lev ent ual l yc omeundery ourpor t f ol i o,andac c ount abi l i t yt omanaget hi sar eawi l l behel datav er yhi ghl ev el .


L E T T E RF R O MT H EE D I T O R S Fi nanc es ,budget s ,f undr ai s i ng… f ors omeofy out hi si st hemos tex c i t i ngpar toft hewor ky oudo.Y ou l ov emanagi ngmoney ,det er mi ni nghowt of undpr ogr ams ,bui l dhous es ,mai nt ai norgr ows t af f ,es t abl i s hr el at i ons hi pswi t hdonor s ,andev er y t hi ngel s et hatc omesal ongwi t ht hef i nanc i als i deoff r at er ni t i es ands or or i t i es .Forot her s ,f i nanc i almanagementc aus esgr eatanx i et y .Somes i ti nt hei rof f i c ess t ar i ngat as mal lal l oc at i onoff undst r y i ngt of i gur eouthowt heyar egoi ngt opr ov i det heeduc at i onalpr ogr ammi ngbei ngdemandedt o“f i x ”ac hapt erorac ommuni t y .Ther eal i t yf oral lofusi swemi ghtbemi s s i ng t hek nowl edgeofhowmoneyt r ul yi mpac t st hev ar i ouss i desoft hewor kt hatwedo. I nanyi ndus t r y ,wek nowdec i s i onsar er ar el ymadewi t houtt hi nk i ngaboutt hef i nanc i ali mpl i c at i ons .How wi l lwef undt hi snow?Howwi l lwef undt hi sl ongt er m?Whati sourr et ur noni nv es t ment ?I st hi sex pens ewor t hwhi l e?Howwi l lwek nowi tmadeani mpac t ?Whatwi l lbeaf f ec t edbyourdec i s i ont os pend r es our c esi nt hi sar ea?Wi l lwes ur v i v et hi s ?Thes eques t i onsar enodi f f er enti nf r at er ni t yands or or i t yl i f eev ent heAFAFoundat i onhast oas kt hes eques t i ons . We’ v ehear dt hephr as e( andper hapsr epeat edi tt os t udent s ) ,“Howy ous pendy ourmoneyi sar epr es ent at i onofwhaty ouv al ue. ”Y es ,abs ol ut el y ,butweal s ok nowi ti snott hats i mpl e. Wek nowwhenf ac edwi t ht heneedt oc l os eac hapt er ,mul t i pl ev al ues( s omet i mesoppos i ng)ar ec ons i der ed.Andonoc c as i on,t hedec i s i oni smadet ok eepapoor l ybehav i ngc hapt eropen.Doest hi smean anor gani z at i onv al uest hepoorbehav i or ?Per haps ,buti ti snott hats i mpl e. Wek nowmanyc ampus esar es t r uggl i ngwi t hf undi ngs our c es .Ther ec ent l ypubl i s hedAFAWhi t ePaper poi nt edt ol owers al ar i esr unni nghandi nhandwi t hl es sex per i enc e.T ur nov erf orc ampus bas edpr of es s i onal si sv er yhi gh.Doest hi smeanani ns t i t ut i onv al uesr epl ac i ngas t af fmemberev er y23y ear s ?Per haps ,butagai n,i ti snott hats i mpl e. Ques t i onsaboutr es our c es( f i nanc esands t af f i ng,s pec i f i c al l y )ar ec ont i nual l ypoppi ngupi nv ar i ous f or umsamongf r at er ni t y / s or or i t ypr of es s i onal s .Somef ol k sar emanagi ngs hi f t i ngs t at ebudget s ,ot her s ar emanagi ngt heneedf ormor es t af f .Wet houghti twast i met ol ookatf r at er ni t y / s or or i t yf i nanc esi na newl i ght-pr ov i di ngt hev ar i ousper s pec t i v esont hei mpac tmoneyhasi nourAs s oc i at i on,i nour headquar t er s ,andonourc ampus es .Wehopet hi si s s uer educ esas s umpt i ons ,enc our agesques t i ons , andl eadst oj us tal i t t l ebi tbet t erunder s t andi ngofoneanot her .


S O C I A L M E D I A WEwantt ohe arf ro my o u ! Voi c ey ourf eedbac k-Any t hi ngt hat ’ sony ourmi ndwhet hergoodorbad,c ompl i ment sorc r i t i c i s ms , wewantt oheari t !

f ac ebook. c om/ AFA1976

#AFAPer s pec t i v es

#AFAPer s pec t i v es

awc ar l s o@nc s u. edu emi l eedani el s on@gmai l . c om


I NT H I SI S S U E : ACCESSI BI LI TY GABRI ELLERI MMAUDOANDJ AMESCRAWFORD

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c ha ng i ngt hewo r l do f

f r a t e r na l FUNDRAI S I NG S T A N D A R D S +FI NANCI ALPLANNI NG

09

CAS

12

CAMPUS FUNDI NG

19

MODELSQ&A

25 TYLER C. WALSH

C U L T U R E C H A N G E

I T ’ S A N O T A

B U D G E T I N C R E A S E

31 4P E R S P E C T I V E SI S S U E# 3


ACCESS-

I BI LI TY GABRI ELLERI MMAUDOANDJ AMESCRAWFORD

“ WEL L ,I T' SNOTF OREVERYONE. ” Howmanyt i meshav ewehear dt hi sphr as ewhenaper s on' smember s hi porc andi dac yf ors uc hi sc al l ed i nt oques t i on?Somet i mest hi ss t at ementi sr oot edi nt her es ul t sofaper s on’ sbehav i or .Somet i mest i me r es t r ai nt sgeti nt hewayofhowmuc haper s onc andedi c at et ot heor gani z at i on.And,atot hert i mes ,t hi s phr as ei spr ev al entwhenev ert hec onv er s at i onc i r c l esbac kar oundt omoney . Whet hers omeone i sc ons i der i ngmember s hi pori sc ur r ent l yamemberj uggl i ngway st opay ,t her ec an beabar r i ert omember s hi pex i s t i ngwi t haf f or dabi l i t yoft heex per i enc e.I nt hec ur r entt r endofex ami ni ng howdi v er s eandi nc l us i v eouror gani z at i onsar eorneedt obe,i ti ses s ent i alwec ons i deranar eat hatc an ber at hert ouc hy :t heov er al lc os tofj oi ni ngandmai nt ai ni ngmember s hi pi naf r at er ni t yors or or i t y .

Whati ft hi sbar r i eri snotonewec ani gnor eany mor e? I nc r eas i ngl y ,i nt er / nat i onalor gani z at i onsar et r y i ngt os t r et c heac hdol l art oc api t al i z eont hes er v i c est hey pr ov i det hei rc hapt er sandmember s .Whati fwear emi s s i ngoutonaf ut ur eEx ec ut i v eDi r ec t orori nc r edi bl ememberbec aus et heydonothav et hel ev eloff undi ngt oaf f or dt heappl i c at i onf eeort hec ont i nued member s hi pex per i enc e?

5P E R S P E C T I V E SI S S U E# 3


I nar ec entpol lofWas hi ngt onUni v er s i t yi nSt .

f r i ends( es pec i al l yi ft heydonotc ondonemember -

Loui ss t udent s ,63% ofs t udent spol l edbel i ev ed

s hi p) ,ac ademi cs uc c es s ,andmor e.I famemberi s

f r at er ni t y / s or or i t yl i f ewasnotac c es s i bl et os t u-

s pendi ngt i meat t endi nganeduc at i onalweek end

dent sofl owerec onomi cs t at us es( Mar c us ,2015) .

r et r eat ,l es st i mei sdedi c at edt owor k i ngi nor der t oof f s ett henewex pens est heyar eac c r ui ng. I ti si mpor t antt oac k nowl edget hec os tofj oi ni ng andmai nt ai ni ngmember s hi pc anv ar ybyr egi on, c ounc i l ,c ampus ,andor gani z at i on.Nat i onal l y , manyor gani z at i onsar e managi ngoper at i ngbudget sr i v al i ng moder at es i z edbus i nes s es .Ot her s ar eex pec t i ngmember s hi pi nt ak ec os t st ot ak el as t y ear ’ ss av i ngs .Wi t ht hes es t eepnumber s ,pot ent i almember sf r om l owers oc i oec onomi cbac k -

St udent sbel i eve f r at er ni t y/ s or or i t yl i f e i snotacces s i bl et ot hos e ofl owereconomi c s t at us es

gr oundsmaybet ur nedawayf r om r ec r ui t ment / i nt ak eormays el f s el ec toutoft her ec r ui t ment / i nt ak epr oc es sbef or et heygetac hanc et ol ear n aboutf i nanc i ngopt i ons .Cons i der i ngt hef i nanc i al s t r ai nsands i z abl el oanss t udent sbor r owt oc ov er t hec os tofeduc at i on,under gr aduat emember sar

Anar t i c l ef r om t heUni v er s i t yofSout her nCal i f or - hav i ngt oex pl ai n,l i nebyl i ne,t hebenef i tofbei ng ni a’ sTheDai l yT r oj ans t at ed,“Fors omes t udent s amemberi ndol l ar s . onf i nanc i alai d,s i mpl yj oi ni ngt ak esf oodof ft hei r

Theav er agegr aduat ef r om t hec l as sof2016i n

f ami l y ’ st abl e”( Sobel ,2016) .Suc has t at ement

t heUni t edSt at eshas$37, 172dol l ar si ns t udent

mak esi tqui t edi f f i c ul tt oc onv i nc es omeonet o

l oandebt ;up6% f r om l as ty ear( St udentLoan

j oi ni ft heyar er es pons i bl ef ormor et hanj us t

Her o,2016) .Col l egei sbec omi ngmor eex pen-

t hems el v esandt hei rac ademi c s .Ar ewec as t i nga s i v e,andf r at er ni t i esands or or i t i esneedt obegi n netbi genought oper f or mr ec r ui t ment / i nt ak e? t oadj us tt ot hi sf ort hebenef i tofourmember s . Gener al l ys peak i ng,eac hc ommuni t yhass ome

Whenr ec r ui t ment / i nt ak ei sdoner i ght ,pot ent i al

s or tofc ounc i lorc hapt er s pec i f i cpr oc es s i ngf ee

member sar et ol dex ac t l ywhatt heywi l lber es pon-

t obeapar toft her ec r ui t ment / i nt ak epr oc es s .

s i bl ef orf i nanc i al l y .Theyar egi v ent r ans par entan-

Thent her ear eex pens est obegi nanas pi r antpr o- s wer snotonl yabouthowmuc ht heor gani z at i on c es soranewmemberex per i enc et hatar eei t her wi l lbec har gi ngbutwhat“hi ddenex pens es ” c har gedatt hec hapt er ,r egi onal ,ori nt er / nat i onal

mi ghtex i s twi t hi nt heex per i enc e.Somepot ent i al

l ev el .Thi sdoesnotbegi nt ot ouc hal loft hec os t s

member smi ghtbeabl et oaf f or dr ec r ui t ment / i n

onemi ghti nc urpur c has i ngpar apher nal i a,“bi g/ l i t - t ak ebutc oul dbedi s way edduet onotbei ngabl e t l e”gi f t s ,at t i r e,orat t endanc eatc hapt erev ent s . t oaf f or dt hef ul lex per i enc eofmember s hi p.Fl ex i Nonf i nanc i alhi ddenc os t sofs eek i ngmember s hi p bl epay mentpl anopt i onsar eonewayt oenc our ar et hec os toft i me,c onnec t i onst of ami l yand agepot ent i almember st oj oi n.

6P E R S P E C T I V E SI S S U E# 3


Anot herc omponentt oex ami near et hemes -

t or educ ef i nanc i albur densamongmember s ?J us t

s agewear es endi ngt opot ent i alnewmember s .

bec aus es omeonemi ghtbei nt he“bot t om t hi r d”of

Forex ampl e,i naPanhel l eni cpr oc es s ,j us tbe-

engagementwi t hi nt hec hapt erduet owor k i ngs ev -

c aus eunder gr aduat emember sar ebei ngt r ans -

er alj obswhi l ei ns c hool ,doesnotmak et hem a“bad

par entaboutc os t sanddues ,t her ei seas i l yanad- member . ” Thats t udentmaynothav et hepr i v i l ege di t i onalmes s agebei ngs entwhens omes or or i t y

ofbei ngabl et odedi c at eahi ghl ev eloft i met ot he

c hapt er shav ewomenwear i ngv er yr ec ogni z abl e

oper at i onoft heor gani z at i on.I nas oc i et ydr i v enbya

namebr andsanav er age,mi ddl ec l as sc ol l ege

c ons umer bas edmodel ,i ti si mper at i v et hatpr of es -

s t udentmaynotbeabl et oaf f or d.Addi t i onal l y ,i f

s i onal si nf r at er ni t y / s or or i t yl i f es howt her et ur noni n-

t hec os tofmember s hi pi st oohi gh,or gani z at i ons

v es t mentt hr oughquant i t at i v edat a.

c anl ookhy poc r i t i c alwi t hi nt hephi l os ophyof“v al ues bas edr ec r ui t ment . ”I fc ommuni t i eswantt o mai nt ai n ameani ngf ulr ec r ui t ment / i nt ak epr oc es s ,t heys houl dc ons i dert heex pens esoft he pr oc es s .Cos t sc oul dber educ edorex c es sf unds c oul ds uppor tf i nanc i alai df ormember s hi p. Ov ert henex tf ewy ear si twi l lbec r i t i c alt o c ons i deranewgener at i onc omi ngt oc ol l ege: Gener at i onZ.Thet eenager sc ompos i ngt hi sgener at i onar et headol es c ent swhoex per i enc edt he f i nanc i alc r i s i sof2007and2008.Thes ef ut ur e s t udent ss awt hei rpar ent sl os ej obs ,ex per i enc ed budgetc ut si nt hei rhome,andl i k el yhadt owor k apar tt i mej obi nhi ghs c hool .Theyar eof t en c har ac t er i z edasc y ni c alandj adedbyt heec onomy .Thes ef ut ur emember swi l lbeex ami ni ng f undsmor et hanev erbef or eandwi l lbeappr oac hi ngj oi ni ngamember bas ed,dues bas ed or gani z at i onwi t habi ggeremphas i sont heques t i on “what ’ si ni tf orme? ”( Wi l l i ams ,2015) . I ti si mpor t antf orc ounc i l sandc hapt er st o t hought f ul l yc ons i dert hei rt ot aloper at i ngbudget i nor dert odet er mi neway si nwhi c ht heyc anai d t hei rmember si nmai nt ai ni nggoodf i nanc i al s t andi ng. I nat i mewhenf r at er ni t i esands or or i t i esar e c ont i nual l yneedi ngt oj us t i f yt hei rex i s t enc eona c ol l egec ampus ,c hapt er ss houl dbef i ndi ng way s

8P E R S P E C T I V E SI S S U E# 3

R E F E R E N C E S

AL ooka tt heShoc k i ngSt udentL oa nDebtSt a t i s t i c sf or2016. ( n. d. ) .Ret r i ev edJ ul y28,2016,f r om ht t ps : / / s t udent l oa nher o. c om/ s t udent l oa ndebt s t a t i s t i c s 2016/ Dobbs ,D.( 2011,Oc t ober ) .Bea ut i f ul Br a i ns .Ret r i ev edJ ul y 28,2016,f r om ht t p: / / ngm. na t i ona l geogr a phi c . c om/ pr i nt / 2011/ 10/ t eena gebr a i ns / dobbs t ex t Ma r c us ,K.( 2015,Oc t ober26) .Ca mpuss ur v eyr es ul t ss how ec onomi ci s ol a t i on,s oc i oec onomi cs t a t usof under gr a dua t e s t udentbody .Ret r i ev edJ ul y28,2016,f r om ht t p: / / www. s t udl i f e. c om/ news / 2015/ 10/ 26/ c a mpus s ur v ey r es ul t s s howec onomi c i s ol a t i ons oc i oec onomi c s t a t us of under gr a dua t es t udent body / Sobel ,A.( 2016,J a nua r y19) .I sgr eekl i f eonl yf ort he wea l t hy ?| Da i l yT r oj a n.Ret r i ev edJ ul y28,2016,f r om ht t p: / / da i l y t r oj a n. c om/ 2016/ 01/ 19/ i s gr eek l i f eonl y f or t hewea l t hy /

Wi l l i a ms ,A.( 2015,Sept ember18) .Mov eOv er ,Mi l l enni a l s , Her eComesGener a t i onZ.Ret r i ev edJ ul y28,2016,f r om ht t p: / / www. ny t i mes . c om/ 2015/ 09/ 20/ f a s hi on/ mov eov er mi l l enni a l s her ec omes gener a t i onz . ht ml


C o n g r a t u l a t i o n s ! 2016 AWARD RECI PI ENTS

T h eA F AF o u n d a t i o np r o u d l yr e c o g n i z e st h et a l e n t so f t h e s ee x t r a o r d i n a r y p r o f e s s i o n a l sa n di n v i t e sy o ut oh o n o r t h e mwi t hag i f t t ot h eA F AF o u n d a t i o nt o d a y !

J a c kL . A n s o n

D r . K e n t L . G a r d n e r

R o b e r t H . S h a f f e r

L or iHa r t , Ph. D.

Wa l t e rM. Ki mbr ough, Ph. D.

Ma ndyWoma c k

P i K a p p aP h i A l p h aOmi c r o nP i

Di l l a r dUn i v e r s i t y A l p h aP h i A l p h aF r a t e r n i t y , I n c .

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As hl e yDye

Ca s s i eGe r ha r dt , Ph. D.

Ge nt r yMc Cr e a r y, Ph. D.

Be t hS t a t hos , J . D.

Un i v e r s i t yo f I l l i n o i s P i Be t aP h i

Un i v e r s i t yo f No r t hDa k o t a A l p h aC h i Ome g a

Dy a dS t r a t e g i e s , L L C A l p h aGa mmaR h o

C h i Ome g aF r a t e r n i t y

V i s i t a f a f 1992. o r gt oma k ea n“ I nHo n o rOf ”g i f t t oh o n o ra wa r dr e c i p i e n t s . P l e a s el i s t t h ea wa r dr e c i p i e n t ( s ) i nt h ec o mme n t sb o x , a n dt h eA F AF o u n d a t i o nwi l l s h a r et h el i s t o f d o n o r swi t ht h ea wa r dr e c i p i e n t sa f t e rt h eA n n u a l Me e t i n g . P l e a s ep r o c e s sa l l g i f t sp r i o rt oNo v e mbe r1i no r d e rt or e c e i v ec u mu l a t i v eg i v i n gr e c o g n i t i o na t t h e2 0 1 6A n n u a l Me e t i n g .


aboutt heAFAFoundat i onasawayt ohel pusc el - Thet r ut hi s ,near l yev er y t hi ngt hatt heAs s oc i at i on ebr at et hegr owt handt heev ol ut i onofourpr of es - doesi s“f undabl e�t hr ought heFoundat i on. s i on.Y ourFoundat i onhashel pedt oes t abl i s h

Thewor kourdonor smak epos s i bl emak esourAs -

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s oc i at i onandourc ol l eaguess t r onger .Thepr ogr ams

pr of es s i onals t af ft oat t endt heannualmeet i ng.

f undedt hr oughgi f t st ot hef oundat i onmak ey ouri n-

Ov ert hel as tf i v ey ear s ,moneyr ai s edbyt he

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AFAFoundat i onhaspr ov i dededuc at i onalgr ant s

t heAs s oc i at i onwehav et heoppor t uni t yt ol i f tupt hi s

bac kt ot heas s oc i at i ont of undi ni t i at i v ess uc has

or gani z at i onandt ak eagi ants t ept owar dr eal i z i ng

t heFi r s t90Day sPr ogr am,Adv anc eU,k ey not e

t hef ut ur et hatweal lwantt obeapar tof .

pr es ent at i ons ,andt heGr aduat eT r ai ni ngT r ac k .


HigherEducationbudgetsareastightasever,

andt hi shasi mpac t edhows t udentaf f ai r spr ogr ams pr i or i t i z es pendi ng( Sc huh,2009) .Ther ewi l ll i kel y nev eragai nbeat i mei nwhi c ht hel eader s hi pofa f r at er ni t y / s or or i t yadv i s i ngpr ogr am ( FSAP)wi l lnot hav et oj us t i f yt hel ev elatwhi c ht hei rdepar t menti s

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f undedandhowt hos emoni esar eus ed.Ther ef or e,

wemus tt hi nkc r eat i v el yaboutdoc ument i ngwhy wear ef undedaswear eandhowweus et hos e moni es .

FSAPl i kel ygener at er ev enuest hr oughs ome

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STANDARDS +FINANCIAL PLANNING

Using the Fraternity/Sorortiy Advising Program Standards for Developing a Plan for Department Financial Management

al l oc at i ons( c ommonl yc al l edEduc at i onalandGener alPr ogr am al l oc at i onorE&G) ,s t udentf ees ( s omet i mess pec i f i c al l yas s i gnedf oraf unc t i ons uc h asf r at er ni t yands or or i t ypr ogr amsandas s i gnedt o al lors omepor t i onoft hes t udentpopul at i on) ,f undr ai s i ng( s uc hasgr ant sorendowment sf orl eader s hi ppr ogr ams )ands omet i mesf eest opar t i c i pat ei n pr ogr ams( i . e.Panhel l eni cFor malRec r ui t ment Fees ) .What ev erc ombi nat i onoff undi ngs our c es , hav i ngaf r amewor kt odet er mi newhatf undi ngpr i or i t i ess houl dbeandhowt odoc umentt hos epr i or i t i esi sv i t alf oraFSA TheCounc i lf ort heAdv anc ementofSt andar ds ( CAS)pr ov i dess t andar dsandgui del i nesf orFSAP ( CAS,2015) .TheFSAPSt andar ds ,l as tr ev i s edi n 2012,c anbeones our c eofi nf or mat i ont odet er mi nef i nanc i alpr i or i t i esandpr ov i deev i denc east o howmoni esar eus edt oadv anc ei mpor t antpr ogr am out c omes .Thi sar t i c l eexpl ai nss omeoft he CASs t andar dsper t ai ni ngt ot hemanagementof FSAPf i nanc i alr es our c esandhowaFSAPmi ghtbe abl et omaket hec as et omai nt ai nandi nc r eas e

BUREAU/MI RANDA

f undi ngaf t erus i ngt heCASSel f As s es s mentand Pr ogr am Rev i ewpr oc es s .

1 2P E R S P E C T I V E SI S S U E# 3


Over vi ew ofCAS

CASFi nanci alRes our cesSt andar ds andExampl esofPot ent i alEvi dence

Aswi t hal l44depart ments peci f i cCAS

Ther ear es evenf i nanci alr es our cess t andar ds

FSAPSt andar ds

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wi t hi nt heFSAPCASSt andar ds .

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or gani zat i onandl eader s hi p

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et hi cs

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pl anni ng.Forex ampl e,i fagoali st oi nc r eas et he

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as s es s ment ,eval uat i onandr es ear c h

Wi t hi neac har eat her ear es t andar ds( “mus t ”

gr ams( FSAP)mus thav ef undi ngt oac c ompl i s hi t smi s s i onandgoal s . ”Vi t alher ei st hec onnec t i onbet ween f undi ng,mi s s i on,andannualgoal s .Annual l yr ev i ewi ng

Y ous houl dal s ot i ec er t ai nf undi ngs our c est ot he appr opr i at egoal s .Forex ampl e,i nt hec as eoft heUni v er s i t yofSout hFl or i da,s t udentf eesc ompr i s eal loft he s al ar i esofs t af f .Ther ef or e,goal smaybedev el opedt o

s t at ement s )andgui del i nes( “s houl d”s t at ement s ) . ens ur es t af fi nt er ac twi t hs t udent sbot hi nandout s i de Thes es t at ement sr ef l ec tt her ec ommendedi nf r a- t hef r at er ni t yands or or i t yc ommuni t y( FSC) .Doc ument s t r uc t ur ef orhi ghper f or mi ngpr ogr ams( CAS,

i ngc ur r entpr ac t i c esi si mpor t anti nt hes el f as s es s ment

2015) .

pr oc es s .Ev i denc ef ort hi ss t andar dmi ghti nc l udet he

Oneoft hemanyus esoft heCASSt andar dsi s pr ov i s i onoft hemi s s i onandannualgoal smappedt o t oc onduc ts el f as s es s ment ,orani nt er nalr ev i ew ofhowt hepr ogr am i sper f or mi ng( Ar mi ni o,2009) .

howy ous penty ourbudget . Thes ec onds t andar di nc l udesf ourf oc alar easof

Us i ngdi f f er ents our c esofev i denc et odoc ument

budget ar yanal y s es :“I nes t abl i s hi ngandpr i or i t i z i ng

howapr ogr am i sper f or mi ngi sv i t alt opr ov i de

f undi ngr es our c es ,FSAPmus tc onduc tc ompr ehens i v e

doc ument at i onf oreac hoft hes t andar dswi t hi n

anal y s est odet er mi ne( 1)unmetneedsoft heuni t ,( 2)

t heFSAP( Bur eau,2011) .Asment i oned,t her ei sa r el ev antex pendi t ur es ,( 3)ex t er nalandi nt er nalr es our c needt oc ol l ec tev i denc ef oreac hoft he12s ec -

es ,and( 4)i mpac tons t udent sandt hei ns t i t ut i on. ”Ul t i -

t i onsoft heCASFSAPs t andar ds .Onepar ti sf i -

mat el y ,t hi ss t andar das k st heFSAPt odoc umenthow

nanc i alr es our c es .I nt henex ts ec t i onwer ev i ew

c ur r entandpot ent i alpr ac t i c esar ei mpac t edbyt he

howac ampusc anpr ov i deev i denc et odoc ument budget i ngmodel .Thr oughgoodas s es s ment ,t heFSAP i t sus eofandpot ent i alneedf ori nc r eas edf i nan-

mi ghtbeabl et odet er mi nehowt her ev enuespr ov i ded

c i alr es our c es .

t ot hedepar t mentar es uf f i c i entt omeetal lex pens es .

1 3P E R S P E C T I V E SI S S U E# 3


Ques t i onsI ncl ude:

s t udentf eesbudgett oanawar dsdi nner ,buts t udent sar enott hati nt er es t edi nc omi ngc oul dy ou

l oc at et hat10% t os omeot heri ni t i at i v e? Shoul dexpens ess ur pas sr evenues ,whatar e al

wayst os uppl ementt hef undi ngmodel ? Ar et her epart ner s hi pst hatcanbecr eat ed t oas s i s twi t hpr ogr am f undi ng? Ar eal lexpens esr el evantt ot hes ucces s f ul admi ni s t r at i onwi t hi nt heFSAP( i . e.doyou r eal l yneedt of undt hatpr ogr am anymor eor s houl dyoui ncr eas et hecos tofat t endi ngt he l eader s hi pr et r eatt omakeupt hebudget s hort f al l ?) . Whent hos eques t i onsar eans wer ed,t heFSAP mi ghtt hi nkc r eat i v el yabouthowt os uppl ement budgets hor tf al l s :c anf eesbei nc r eas edorf undr ai s i ngbeenac t ed( i nt er nalandex t er nalr es our c es ) ?Ev i denc eaboutbr eadt handdept hofpr o-

Evi denceaboutbreadt h anddept hofprogram and l earni ngout comescanhel p maket hecasef ormoremoney i nt oday’ shi ghereducat i on envi ronment :doesyour program havesuf f i ci ent evi denceofposi t i veout comes t hatyoursupervi sormi ght al l ocat esomeext raf undst he nextyear(i mpactonst udent s andi nst i t ut i on)?

gr am andl ear ni ngout c omesc anhel pmak et he c as ef ormor emoneyi nt oday ’ shi ghereduc at i on

Thet hi r ds t andar dc onnec t st hedepar t mentt o

env i r onment :doesy ourpr ogr am hav es uf f i c i ent

i ns t i t ut i onalgoal sandmi s s i on:“FSAPmus tus et he

ev i denc eofpos i t i v eout c omest haty ours uper v i -

budgetasapl anni ngt oolt or ef l ec tc ommi t ment

s ormi ghtal l oc at es omeex t r af undst henex ty ear

t ot hemi s s i onandgoal soft hepr ogr amsands er -

( i mpac tons t udent sandi ns t i t ut i on) ?

v i c esandoft hei ns t i t ut i on. ”Thr oughoutt heCAS

Anot herwayt odoc umenthowt hec ur r entde-

s t andar dst her ei sas t r ongs ens et hati ndi v i dual

par t ment alpr ac t i c esi nf l uenc et hebudgetmodel

f unc t i onalar easwi t hi nt hedi v i s i onofSt udentAf -

andv i c ev er s awoul dbef ort heFSAPt ol i s tal lof

f ai r s( orwher ev erpos i t i onedi nt hei ns t i t ut i onalhi -

i t sc ur r entpr ogr amsands er v i c esc onnec t i ngeac h

er ar c hy )mus tbeal i gnedwi t ht heov er al lmi s s i on

pr ogr am ands er v i c et oaper c ent ageoft he

andgoal soft hei ns t i t ut i on.Thi si smor et hanaf i -

budgetandaf undi ngs our c e.I naddi t i ont oc ur -

nanc i alpl anni ngmat t er :i ti sapl anni ngandas -

r entpr ogr amsands er v i c es ,l i s tt hos et hatmi ght

s es s mentmat t er .I ti sal s oaphi l os ophi c almat t er :

beofi nt er es tt oi mpl ement .Li s t i ngt hepr ogr ams

t owhatex t entdowewantf r at er ni t i esands or or i -

ands er v i c esy ouwantt oenac tbut

t i est os i tasc ent r alt oandnoti nt hemar gi nsof

donothav ef undsf ori nt hi ss amedoc umenti sa

c ol l egesanduni v er s i t i es .

wayt onotonl yi dent i f ygaps ,butt oal s oas s es s

Bec aus ei ns t i t ut i onsf undwhatt heyv al ue( and

pr i or i t i es :f orex ampl e,i fy ouc ur r ent l yal l oc at e

v al uesc omef r om awi der angeofi mpet us es )t he

10% ofy our

annualbudget i ngpr oc es si sac hanc ef orFSAPt o

1 4P E R S P E C T I V E SI S S U E# 3


demons t r at ehowt hei rpr ogr amsands er v i c esar e i mpl ement edbec aus et heyaddv al uet ot heov er al li ns t i t ut i on.Somedepar t ment ss i mpl ygeta budgetands omewi l lneedt opr es ent( ands omet i mesaspar tofal ar gerac t i v i t i esori nv ol v ement of f i c e) . What ev ery oudo,ber eadyt odef endhow moni esal l oc at edt os t af fandoper at i onsdi r ec t l y i mpac t st heabi l i t yoft heFSCt oc ont r i but et ot he c ampusc ommuni t y .Whenas k i ngf ormor emoney f orenhanc i ngs t af f ,t r yt oc onv eyhowt hatper s on wi l lr eac hmor es t udent s ,notj us tt hatt hec ur r ent s t af fwi l lhav el es st odo. Thef our t handf i f t hs t andar dsr equi r et heFSAP t odoc umentt hei rs t ewar ds hi poft hef i nanc i alr e-

s our c esoft hei ns t i t ut i on:“FSAPmus tadmi ni s t er

I fyourdi vi si onand i nst i t ut i oni sf ocusedon savi ngmoneyorf undi ng programst hatbest supporti nst i t ut i onalgoal s, t hendemonst rat i ngi nsome wayt hatyouareonboard wi t ht hoseef f ort swi l lhel p t hosewi t hdeci si onmaki ng responsi bi l i t yknow t hat youdeservet hef undsyou recei veandi nt i meswhen moref undscoul dbe al l ocat edt hatyouwi l lbea goodst ewardof addi t i onalf unds.

f undsi nac c or danc ewi t hes t abl i s hedi ns t i t ut i onal ac c ount i ngpr oc edur es ”and“FSAPmus tdemons t r at eef f i c i entandef f ec t i v eus eandr es pons i bl e s t ewar ds hi poff i s c alr es our c esc ons i s t entwi t hi n s t i t ut i onalpr ot oc ol s . ”Eac hi ns t i t ut i onal l oc at es andmanagesdepar t ment albudget si nawayt hat mak ess ens ef ort hem.Par t i c ul ar l yati ns t i t ut i onsat whi c hs t udentf eesmak eupal ar gepor t i onoft he budget ,i ti si mpor t antt or emembert hatt her e maybei nc r eas edc ont r ol st oens ur epr operus e andmanagementoff unds .Doc ument i nghowt he depar t mentandpos s i bl yt hec ounc i l sandev en c hapt er st hatmi ghthav eac c ount st hr ought hei ns t i t ut i onar emanagi ngf undsi si mpor t ant . Ev i denc ef ort hes es t andar dsmaybequar t er l y r epor t sy ouhav eaboutr ec onc i l i ngbudget s .I t mi ghtbedoc ument i ngt hemeet i ngsy ouhadwi t h s t af fand s t udent st or ev i ewpr ot oc ol sandr ev i ew budget s .T odoc uments t andar dss uc hast hes e,i t

i sbes tt odi r ec t l yc onnec tt ot hepol i c i est hat gov er ny ouri ns t i t ut i on.


l et swi t hi nt hes t andar dexpl ai nt hat Thes i x t hs t andar dhi ghl i ght st hei mpor t antr ol eof Fourbul ongoi ngdoc ument at i onofhowf undsar es pent :

pr ocur ementpr ocedur esmus t :

“Fi nanc i alr epor t smus tpr ov i deanac c ur at ef i nanc i alov er v i ewoft heor gani z at i onandpr ov i dec l ear ,

Becons i s t entwi t hi ns t i t ut i onalpol i ci es .

under s t andabl e,andt i mel ydat auponwhi c hper -

Compl ywi t hl awsandcodesf orus abi l i t y

s onnelc anpl anandmak ei nf or meddec i s i ons . ” Bec aus emanyFSAPhav es omel ev elofi nf l u enc e/ managementr es pons i bi l i t yf orc ounc i lbudget s ,t hi smaybeas t andar df orwhi c hy oudoc u-

andacces s . Ens ur et hei ns t i t ut i onr ecei vesval uef or t hef undss pent .

menthowof t ent hos ebudget sar er ec onc i l edas

Cons i deri nf ormat i onavai l abl ef or

wel lashowt hos emoni esar es pent .

compar i ngt heet hi calandenvi r onment al

Thr oughoutoury ear si ns t udentaf f ai r s ,we

i mpactofpr oduct sands er vi cespur c has ed.

hav ebeenpl ac edi ns c enar i oswher eourc ounc i l s anddepar t ment swi l lc omeupont heendoft he f i s c aly earandhav emor emoneyt hanwehav e

I nher entt hr oughoutt hes t andar di sas ens et hat y oumus tnotonl yus et hef undswel l ,butt haty ou

tadher et ohowt hei ns t i t ut i onpr i or i t i z esand us ed.Ther ehav ebeens c enar i osi nwhi c hwebas i - mus c al l ys ai d“weneedt ous ei torl os ei t . ”Howy ou

enac t ss pendi ngbey ondj us tpol i c y .Forex ampl e,

oumi ghtt hi nkt hatgi v enal lt hi ngsr el at i v el yequal , us ei tnowmayac t ual l yi nf l uenc ei fy oul os ei tl at er . y i ngac hai rf or$500ov ert heonef or$350i snot Whi l edoc ument at i oni sonef ac t oroft hi ss t andar d, buy under l y i ngi t si mpor t anc ei saphi l os ophyabout

abi gdeal ,buti nt oughbudgett i meshowy ourde-

f undi ngwhatt hepr ogr am/ depar t mentv al ues .I f

par t mentdemons t r at est haty ouar e“i nt hi st oget h-

”andwi l l i ngt oc utc os t s ,ev ens mal lamount s ,c an y ouus ei tbyhav i ngy earendpi z z apar t i esatc oun- er c i lmeet i ngsors t oc k i nguponpos t i t s( andwe

s endames s aget oy ourdepar t ment / di v i s i on’ sf i nan-

i alof f i c ert haty ou“geti t . ” k nowpos ti t sar ei mpor t ant )t hatmays endames - c s aget haty oudonotr eal l yneedt hef undst oad

Ex t endi ngt heex ampl eoft hec hai rf ur t her ,ev i -

ef ort hi sSt andar dmi ghti nc l udeanys or tof mi ni s t erpr ogr amsands er v i c est hatar ec onnec t ed denc ument at i ony ouhadf orc hai ropt i onshi ghl i ght t ot hemi s s i onandgoal soft hedepar t mentandi n- doc ngt heoney oupur c has edordoc ument i ngt he s t i t ut i on.Y ouneedt ohav ec el ebr at i onsofac c om- i pl i s hment sandy ouneedof f i c es uppl i es ,butul t i -

amountoft i mes pentonemai l sandi nf r ontofa

omput ert hatmer i t st hepur c has eoft heer gonomi c mat el yy ouneedt odemons t r at et hatf undsdi r ec t l y c c onnec tt ot hei mpac tt hats t af fc anhav et hr ough

c hai rov ert heot herc hai r .Thi sex ampl emays eem

norandt hedoc ument at i onpr oc es smi ghts eem t hepr ogr amsands er v i c est hatt hedepar t mentc an mi admi ni s t er .

t onotbewor t ht hewhi l e,butwheni tc omesdown

oi t ,i fy ourdi v i s i onandi ns t i t ut i oni sf oc us edon Fi nal l y ,t hel as ts t andar ds er v esasac at c hal lf or t av i ngmoneyorf undi ngpr ogr amst hatbes ts uphowpr oc edur esf orpr oc ur ement ,ort heov er al lac t s ti ns t i t ut i onalgoal s ,t hent hendemons t r at i ngi n ofobt ai ni ngorbuy i nggoodsands er v i c es ,ar ef ol - por omewayt haty ouar eonboar dwi t ht hos eef f or t s l owed:Fourbul l et swi t hi nt hes t andar dex pl ai nt hat s

1 6P E R S P E C T I V E SI S S U E# 3


wi l lhel pt hos ewi t hdec i s i onmak i ngr es pons i bi l i t yk nowt haty oudes er v e t hef undsy our ec ei v eandi nt i meswhenmor ef undsc oul dbeal l oc at edt hat y ouwi l lbeagoods t ewar dofaddi t i onalf unds . I nc l os i ng,t heCASFSAPSt andar dspr ov i deanout l i nef ordepar t ment al i nf r as t r uc t ur e.Onepar toft hati nf r as t r uc t ur ei smanagi ngf i nanc i alr es our c es . Thi sar t i c l eout l i nedt hes ev enSt andar dswi t hi nt heFSAPSt andar dsr el at ed s pec i f i c al l yt of i nanc i alr es our c es .Thes eSt andar dsr ef l ec tt hei mpor t anc eof goodandr es pons i bl es t ewar ds hi pofmoni es ,f r equentr ev i ewandr ev i s i ons ofbudget s ,as s es s i ngpr ogr ammat i candl ear ni ngout c omest opr ov i dedoc ument at i onofhowf undss pentar eagoodr et ur noni nv es t ment ,andk nowi ngandmanagi ngpol i c i est hatar edepar t ment al ,di v i s i onalandi ns t i t ut i on wi de.Us i ngt hes eSt andar ds ,aFSAPc andoc umenthowi t sc ur r entus eof f undsi si nl i newi t hi ns t i t ut i onalpr i or i t i esandhowaddi t i onalf undsmi ght enhanc et heex t entt owhi c ht heFSAPc anac hi ev et hos egoal s .

Ref er ences Ar mi ni o,J .( 2009) .Appl y i ngpr of es s i onals t andar ds .I nG. S.Mc Cl el l an,J .St r i nger ,&As s oc i at es ( Eds . ) ,The handbookofs t udentaf f ai r sadmi ni s t r at i on.( 3r ded. ;pp.187205) .SanFr anc i s c o, CA:J os s ey Bas s . Bur eau,D.( 2011,Nov ember ) .L es s onsl ear nedasanex t er nalr ev i ewerf oraCASs el f as s es s ment pr oc es s .As s oc i at i onofFr at er ni t y / Sor or i t yAdv i s or sEs s ent i al s .I ndi anapol i s ,I N. Counc i lf ort heAdv anc ementofSt andar dsi nHi gherEduc at i on( CAS,2015) .CASpr of es s i onal s t andar dsf orhi ghereduc at i on( 9t hed. ) .Was hi ngt on,DC:Counc i lf ort heAdv anc ementofSt andar ds . Sc huh,J .( 2009) .Fi nanc i alpr es s ur esonhi ghereduc at i onands t udentaf f ai r s .I nG. S.Mc Cl el l an,J . St r i nger ,&As s oc i at es( Eds . ) ,Thehandbookofs t udentaf f ai r sadmi ni s t r at i on.( 3r ded. ;pp. 81105) .SanFr anc i s c o,CA:J os s ey Bas s .


CAMPUS FUNDI NG Q&A


t yands or or i t yc ommuni t yv ar ydr as t i How eachcampusessupportsresourcesforthefraterni c al l ybas edoni ns t i t ut i ont y pe,s i z e,l oc at i on,hi s t or y ,s t af f i ng,andmor e,i nc l udi ngt hemak eupof t hes t udentbody .Wedec i dedt oex pl or ef ourmai nmodel s :depar t ment s / of f i c esf undedpr i mar i l y t hr oughuni v er s i t yal l oc at i ons ,t hos ef undedt hr oughac ombi nat i onofal l oc at i onsands t udentf ees , t hos ef undedpr i mar i l yt hr oughs t udentf ees ,andf i nal l yt hos ewhohav eani nc omef r om anendowment .I ti si mpor t antt onot et hr eet hi ngs : Noneoft hes emodel sexi s twi t hi nav ac uum -eac hus esac ombi nat i onoff undi ngs our c es I mpl ement edanyoft hes emodel smeansf i r s tadapt i ngt hem t oas pec i f i cc ampus I neac hc as e,y ouwi l ls eet hatt her ear epr osandc onst oc ons i der

MODEL:Pri mari ly Uni versi ty Allocati ons Chr i s t i anBr ot her sUni v er s i t y

Thei deaoff undi ngaFr at er ni t y&Sor or i t yLi f e

wi t houti t sc hal l enges .I nor dert opr ov i deeduc a-

of f i c eent i r el yt hr oughi ns t i t ut i onalal l oc at i onsc an

t i onalpr ogr amsandf undt r av elf orc onf er enc es ,

beadaunt i ngc onc ept .WhenIar r i v edatChr i s t i an

t hec ommuni t yhadt ol ear nhowt opar t nernot

Br ot her sUni v er s i t yandenc ount er edt hi sf undi ng

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s t r uc t ur e,Ir eal i z edt hatt hi smodeli snotonl y

eac hot hert odev el ops ol ut i onst hatwor k edf oral l

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ofourc hapt er s .I nor dert obal anc et hel ac kof

s t udent s .Wi t ht hos ebenef i t s ,howev er ,c ome

f undsgener at edt hr oughas t udentf ee,ours t u-

c hal l engest hatourc ommuni t yhashadt oov er -

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c omewi t hc r eat i v es ol ut i ons .

c ampuspr ogr amsf ornonmember st hatgener at e

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r ev enue.Weof t enl eanonourl ar gerc hapt er st o appr opr i at el ys t af fev ent swi t ht hei rmember s .

dent sont ot hei ns t i t ut i on,Chr i s t i anBr ot her si s

Fori ns t i t ut i onsl ook i ngt oadoptt hi ss t r uc t ur e

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c r eat i nganac c es s i bl ec ommuni t yf orasmanys t u-

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bes uc c es s f ulwi t houts t udentbuy i n.Ef f ec t i v el y

qui r ementt oc ont r i but ef undi ngt os uppl ement

engagi ngy ourc hapt erl eader s hi p,l oc alal umni ,

t heof f i c e,c hapt er sar eabl et ok eepmember s hi p

andheadquar t er ss t af fi ses s ent i alt oens ur i ngt hat

f eesf ort hei rmember sl ower .Thi sempower s

t hi smodelr emai nsv i abl e.Mak es ur ey ouar enot

yc ommuni c at i ngwi t hy ourc ommuni t yabout c hapt er st oc r eat eoppor t uni t i esf ormor es t udent s onl t or eapt hebenef i t sofmember s hi pi naf r at er ni t y

t heneedsofy ourof f i c e;i nv i t ey ourmember si nt o

ors or or i t y .Manys t udent satChr i s t i anBr ot her s

t hec onv er s at i on.Fos t eras ens eofowner s hi pi n

Uni v er s i t yar ef i r s t gener at i on,l owi nc omes mem-

t hec ommuni t ywi t ht hi sf undi ngs t y l e,andy our

ber s hi pi shel pi ngusc r eat eamor edi v er s eand

member swi l lbebet t erpos i t i onedt oc hampi on

wel c omi ngc ommuni t yf orourc ampusasawhol e.

y ouri ni t i at i v es ,s uppor tt hei ri ndi v i dualc hapt er s ,

Aspr ev i ous l yment i oned,t hi smodeli snot

andmak ey ourc ommuni t yas uc c es s f ulone.

2 0P E R S P E C T I V E SI S S U E# 3


Model:Combi nedUni versi ty Allocati ons&StudentFees St et s onUni v er s i t y

I ns t i t ut i onalbudget i ngpr ac t i c esi nourf i el d

s uc hasi ns t i t ut i onaloper at i onaldol l ar s ,endowed

v ar yasmuc haspos i t i ont i t l es ,andmanypr of es -

pr ogr amsand/ orpos i t i ons ,s t udentac t i v i t yf ees ,

s i onal sf i ndl ay er sofc ompl ex i t ywhenal l oc at i ng

f r at er ni t y / s or or i t ys t udentf eedol l ar s ,c ounc i land

r es our c esar ounds ev er alf ac t or s .Ques t i onss uc h

c hapt erf unds ,s pec i algr antf unds ,ands c hol ar -

as“I si tappr opr i at et ous es t udentf eedol l ar son

s hi ps .

pr ogr amswhi c hbenef i ts pec i f i cgr oups ? ”and

Forex ampl e,St et s onUni v er s i t yempl oy sa

“Whats houl dt hegov er ni ngc ounc i l spayf or

mi x edf undi ngmodelwher et heoper at i onal

v er s uswhatourof f i c ess houl d? ”mayar i s eand

budgetf ort heOf f i c eofFr at er ni t yandSor or i t yI n-

s hi f tpr i or i t i esdependi ngony ouri ns t i t ut i ont y pe,

v ol v ementi ss our c edf r om t hef ol l owi ng:

l oc at i on,s t r at egi cpl an,andmi s s i on.Thewayan

t wot hi r dsf r om i ns t i t ut i onaloper at i onaldol l ar s

adv i s orappr oac hest hei rannualbudgetatal ar ge

andt her emai ni ngonet hi r dc omesdi r ec t l yf r om

Mi dwes tpubl i cl andgr anti ns t i t ut i onmi ghtv ar y

s t udentac t i v i t yf eemoni es .

wi del yf r om howt heywoul datas mal lpr i v at el i b-

I naddi t i ont ot hi s ,c hapt erandgov er ni ng

er alar t sc ol l egei nt heNor t heas t .I nmyex per i

c ounc i l sf i nanc i al l ys uppor ts pec i f i coper at i ons

enc e,dec i s i onsar et y pi c al l ybas edoni ndi v i dual

wi t hi nt hes or or i t yandf r at er ni t yc ommuni t y

gov er ni ngphi l os ophi esandf undi ngs our c es ,s uc h

t hr ought hei rbudget s ,br i ngi ngi ns peak er sand

asi ns t i t ut i onaloper at i onaldol l ar s ,endowedpr o-

pr ogr amswhi l epr ov i di ngot hers er v i c est ot hei r

gr amsand/ orpos i t i ons ,s t udentac t i v i t yf ees ,

member sandc ampusasawhol e.

Thec ur r entmi xedf undi ngmodelweempl oyhasbot hpot ent i al l ypos i t i veandnegat i veas pec t s :

2 1P E R S P E C T I V E SI S S U E# 3


Whendet er mi ni ngi fyous houl di mpl ement( orexpand)ami xedf undi ngmodel , c ons i dert hef ol l owi ng: Wher edoesourbudgetc omef r om c ur r ent l y? Ar et her eunt appedoppor t uni t i esf orgr owt ht hr oughot hers our c es ? Ar ewec ur r ent l yf undedatt hel evelweneedt obeand,i fnot ,whatwoul dt hatl ookl i ke? Whats houl dt hei ns t i t ut i onf undeac hyear ? Whatr ol edos t udent sand/ orc ounc i l spl ayi nf undi ngdec i s i ons ? I dent i f y i ngc r eat i v es our c esf orf undi ngandaddi t i onals uppor twhi l edet er mi ni nghowy ourunder gr aduat ec ounc i l s / s t udent sc anl i t er al l y“buyi n”t ot hedi r ec t i onofs or or i t yandf r at er ni t yl i f ei sc r uc i alwhen c ons i der i ngt hi smodel sandy ourphi l os ophygui di ngt hem.

Model:Pri mari ly StudentFees Uni v er s i t yofPenns y l v ani a

TheFr at er ni t y / Sor or i t ySt udentDev el opment

mor er eas onabl es etofr es our c esands t af f i ngf or

Feewasi ns t i t ut edi n1982byt heGr eekAl umni

af ai r l yl ar ge,hi s t or i cf r at er ni t ys y s t em ( Penn’ sf r a-

Counc i lwor k i ngwi t hUni v er s i t yof f i c i al s .I twass et

t er ni t yc ommuni t yhasbeenpr es ent ,uni nt er r upt -

upi nr es pons et o( i nf l uent i al )al umnibel i ev i ng

edonPenn’ sc ampuss i nc e1849) .Ast hec ommu-

t hatt hec ur r entl ev elofadmi ni s t r at i v es uppor t ,r e-

ni t ygr ows ,s odoest hef i nanc i alr es our c est os up-

s our c esandpr ogr ammi ngwasi ns uf f i c i entt o

por tt hatc ommuni t y .I ti sal s os etups ot hati fUni -

pr oper l ys uppor tanhi s t or i cf r at er ni t y / s or or i t y

v er s i t yr es our c eswer enoti nc r eas edordec r eas ed,

c ommuni t y .I tc ur r ent l ys i t satabout$85. 00per

t heGr eekAl umniCounc i l ,OFSL,ands t udent

Gr eekmemberpery ear( s oatt hec ur r entr at e

gov er ni ngc ounc i l sc oul dc hoos et or ai s et hef ee

gener at edabout$272, 000annual l y ) ,andpr o-

s l i ght l ymor easnec es s ar y .I nc ompar i s ont ot he

v i desabout52% oft heov er al loper at i ngbudget

ot her“f ees ”c har gedatPenn( t ec hnol ogyf ees ,

f ort heOf f i c eofFr at er ni t ySor or i t yLi f e,i nc l udi ng

ac t i v i t yf ees ,andv ar i ousc our s ef ees ) ,t heamount

s al ar i esandoper at i ngbudget .I ti ss ets ot hat

i ss mal landr eas onabl ebutpr ov i dest r emendous

ev er yot hery eari ti sr ai s edbyabout$5.Thef r a

i mpac tont hec ommuni t y .

t er ni t y / s or or i t yf ac i l i t i esmanagementf eei sr ai s ed

Consoft hef eei st hati tdoesaddt owhatar e

ont he“of f ”y ear s ,al s oonas ets c hedul e.Thef ee

of t enper c ei v edashi ghf eesf ormember s hi pi n

i sas s es s edont heBur s ar ’ sbi l lev er yf al lf oral lr e-

f r at er ni t i esands or or i t i es .Thi si spar t i c ul ar l yt r ue

t ur ni ngf r at er ni t yands or or i t ymember s .I ti sal s o

f ort hos es t udent swhoc omef r om f i nanc i al l ydi s -

as s es s ed( i nf ul l )i nt heSpr i ngf oral lnewmember s

adv ant agedbac k gr ounds ,ar eonf i nanc i alai d

whohav ej oi nedt hatac ademi cy ear( f al lupper -

s i nc et hi sus ual l ydoes n’ tf al lwi t hi nnec es s ar yac a-

c l as snewmember sands pr i ngnewmember s ) .

demi cc os t sc ov er edbyFi nanc i alAi dpac k ages .

Thepr osoft hemodeli st hati tpr ov i desa

Ther ear et i meswheni tmayhav emademor e

2 2P E R S P E C T I V E SI S S U E# 3


s ens et obebr ok endownandc har gedeac hs e-

orf ees c hol ar s hi psei t hert hr oughOFSLort hei r

mes t erf ort hos eonl yi nv ol v edi nt hos es emes t er s

c hapt er soral umni / ae.Butov er al lIbel i ev ei twas

( f ort hos ewhoj oi ni nt hes pr i ng,t hos es t udy i ng

f ai r .Nonmember swer en’ tf oot i ngt hebi l lf ors up-

abr oadf oras emes t er ,et c . ) .

por tandr es our c esf oror gani z at i onsofwhi c ht hey

Ov er al li twasat r emendousr es our c eandhel p i nadmi ni s t er i ngav i br antf r at er ni t ys or or i t yc om-

wer enotamember . I thel pednotonl ywi t hs al ar i esf oras t af fs i z e

muni t y .Iwoul dbewhol ehear t edl yi nf av orofi ns t i -

appr opr i at ef ort hec ommuni t y ,butal s oal l owedus

t ut i ngt hi satot heri ns t i t ut i onswi t honec av e-

t obr i ngi nr egi onalandnat i onals peak er sandr e-

at —per hapsbui l di ngi nas mal lper c ent ageof

s our c esf orl eader s hi pt r ai ni ng,al c ohol / haz i ng/ s ex -

member swhoc oul dappl yf or“f i nanc i alhar ds hi p”

ualas s aul tt r ai ni ng,r ec r ui t mentt r ai ni ng,et c .

Model:Endowment Mi amiUni v er s i t y

Hi stori calPerspecti ves Fr at er ni t y / s or or i t yl i f epl ay sani mpor t antr ol ei n dev el opi ngs t udent sandenhanc i ngt hei rex per i enc eatMi amiUni v er s i t y .Dur i ngapr ev i ousc api t al c ampai gni twasi dent i f i edasapr i or i t yofs t udent af f ai r st or ai s emoneyf ort hef r at er ni t y / s or or i t y c ommuni t y . Adonorwhohadpr ev i ous l ygi v ent ot hec ommuni t yannual l yf orov er10y ear swasi dent i f i ed andc ul t i v at edbyt heSt udentAf f ai r sandOf f i c eof Dev el opment .Thedepar t ment swor k edi nc ol l abor at i oni nc ul t i v at i ngt hedonorandev ent ual l ys ol i c i t edt hem t oc r eat eanendowmenti ns uppor tof t hec ommuni t y .I nr ec ogni t i onoft hi sgi f t ,we namedt heof f i c ei nhonoroft hedonor .

Thi ngstoConsi der: Us ec aut i onwhens et t i ngupt heagr eementt omak et heendowmentdes c r i pt i onbr oadenought o hav es omef l ex i bi l i t yi nt heus ageoff unds .Hav i ngt hef l ex i bi l i t yundert he“l eader s hi ppr ogr ammi ng” umbr el l ahasmadeal lt hedi f f er enc ef orus . Lar geendowment sar enotus ual l yt hef i r s tgi f t sdonor sgi v e,i ti si mpor t antt os etupv ehi c l esf orev en s mal li ni t i algi f t st ogot oc ommuni t ywi dei ni t i at i v es .Onc eadonori sengagedi nt hec ommuni t yat l ar ge,i t ’ smuc heas i ert oc ul t i v at eal ar gergi f tf orac ommuni t ywi def und.

2 3P E R S P E C T I V E SI S S U E# 3


Contri butors:


HQ FUNDING INTERVIEWS


Ther ear eamy r i adofway st of undaheadquar t er s ,es pec i al l ywhenc ons i der i nghowmuc heac h v ar i esi nmi s s i on,or gani z at i onmember s hi p,i nc ome( bot hduesanddonat i ons ) ,l oc at i on,s t af fs i z e, av ai l abl es er v i c es ,andmor e.Howanor gani z at i oni sf undi ngandhowi tc hoos est ous et hos e r es our c eshasas i gni f i c anti mpac tondai l yoper at i ons . Joi nusassevenf rat erni t y/ sorori t yof f i cerswal kust hrought hei rf undi ngmodel , t hei rdeci si onmaki ngprocess,andt herel at i onshi pswi t ht hei rf oundat i ons.

h ow

i syour headquart er s / f r at erni t y/ s or or i t yf unded?

2 6P E R S P E C T I V E SI S S U E# 3


h ow

doesyour or gani zat i on' s f undi ngand/ or f undi ngmodel pl ayi nt oyour deci s i onmaki ng?


2 8P E R S P E C T I V E SI S S U E# 3


what

r ol edoesyouror gani zat i on' sf oundat i onpl ay? How doyouwor kwi t hyourf oundat i on?

2 9P E R S P E C T I V E SI S S U E# 3


AFA Pr ogr am Fundi ng AFAbenef i t sagr eatdealf r om s i gni f i cant donat i onspr ovi dedt ot heFoundat i onby f r at erni t y/ s or or i t ypart ner s hi ps . Wi t houtt hes edonat i ons ,cons i ders omeof t hepr of es s i onaldevel opmentopport uni t i es youwoul dmi s s !

$ c ont r i but or s Zet aTauAl pha $ 1 0 k f o r A d vanceU ~ Si gmaChi orFi r s t90Days ~$10kf Bet aThet aPi orAnnualMeet i ngKeynot e ~$5kf Del t aUpsi l on $ 5 k f o r A n nualMeet i ngKeynot e ~ Del t aUpsi l on orSpeec hI nt er pr et er s ~$5kf Del t aGamma $ 1 k f orAnnualMeet i ngPr ogr ammi ng ~


TYLER C. WALSH

C U L T U R E

I T ’ S A

C H A N G E

B U D G E T

N O T A

I N C R E A S E


Al umniar ees s ent i alt ot heper pet ualgr owt handi nc r eas i ngheal t hoff r at er ni t i esands or or i t i es andt hec ommuni t i est owhi c ht heybel ong.Theyar el i f el ongs t akehol der st hr ought hes t r ong r el at i ons hi pst heybui l d.Theys uppor tt hei ror gani z at i ons ,t hef r at er ni t y / s or or i t yc ommuni t y ,and t hei ri ns t i t ut i onbygi v i ngoft hei rt i me,t al ent ,andt r eas ur e. I deal l yt hepas s i onandl oy al t yonedev el opsdur i ngt hei rt i measanunder gr aduat emember woul dc ont i nueandpot ent i al l ys t r engt hent hr oughoutt hei rl i f et i me.

Al umnimus thav eanengagedpr es enc e

Compani eshav emadeaf or t une dev el opi ng

wi t hi nt hel i f eoft hef r at er ni t y / s or or i t yc ommuni - pr oduc t sands y s t emst ohel por gani z at i onsandi nt yandt hei ri ndi v i dualc hapt er .I ti si ns uc hs y m- s t i t ut i onsmanageal umnir el at i onspr ogr ams .Pr odbi ot i cpar t ner s hi pt hatl oc alc hapt er sandt he

uc t ss uc hass t at eoft hear tdat abas es ,al umni c en-

f r at er ni t y / s or or i t yc ommuni t ywi l lf l our i s haswi l l t r i cc ommuni c at i onpor t al s ,ands hi nybr oc hur esand al umni . Engagi ngal umnii si mpor t antbuthasmany c hal l enges .Of t ent hepr obl emsc omewi t hpr i -

mai l er sar egr eatt ool st hatc anhel pengageal umni , butt heyar enott heonl ys ol ut i on. Cr eat i ngac ul t ur eofal umniengagementi sa

or i t i z at i onandal l oc at i onoff unds .Res our c e

mi nds et .Whi l ec hangi ngac ul t ur eandc r eat i nga

bar r i er shappenatal ll ev el sofouri ndus t r y ,f r om

newnor mc anbedaunt i ngwor k ,i tdoesnothav et o

t hel oc alc hapt ert ot hef r at er ni t y / s or or i t yc om-

br eaky ourbudget .Ther ear ebas i ct ool st haty ou

anus et oi ns t i l lac ul t ur et hatnotonl yengages muni t yt ot hei nt er / nat i onalor gani z at i on.Foc us c andr es our c esar eputont hemos ti mmedi at e

al umni ,butal s ogai nsv al uabl enewr es our c esf r om

need.Whet hert hatf oc usi sonunder gr aduat e

t hos ei ndi v i dual s .Onc ey ours t ak ehol der sar een-

heyar emuc hmor ewi l l i ngt oc ommi tt hei r r ec r ui t mentandl eader s hi ppr ogr ammi ngorr i s k gaged,t pr ev ent i onandc r i s i smanagement ,i tqui c k l y

t i me,t al ent ,andt r eas ur et oy ourc ommuni t yand

mov esawayf r om t he“l onggame. ” Whent he

t hei ror gani z at i on,whi c hmak esf oras t r ongerex pe-

f oc uss hi f t s ,s odoest hef undi ng.

r i enc eac r os st heboar d.

Aswi t hmos ti deas ,pr ogr ams ,andi ni t i at i v es , Whenbudget i ngr es our c es —bot ht i meand onek eyi ndi c at orofs uc c es si showwel li ti s f i nanc i al —ones houl dc ons i derf i v epr i mar yf oc us f unded.J us tl ookats t ar t upc ompani es .I ft he upf r ontc api t ali snots uf f i c i ent ,t hepr obabi l i t y ofas uc c es s f ul ,l ongl as t i ngc ompanyemer gi ng i ss l i m.Howev er ,whenwet hi nkaboutal umni engagement ,weneedt oc hal l engeour s el v est o l ookpas tt hef i nanc i albar r i er st hatwemos t l i k el yf ac ewhenr ev i ewi ngt heannualbudget .

ar eas :

P l a n n i n g R E C Y C L I N G P A R T N E R I N G I N V O L V I N G T H A N K I N G 3 2P E R S P E C T I V E SI S S U E# 3


Thef i r s ts t epi nas uc c es s f ulengagementpr ogr am orpl ani st oenv i s i ont her es ul t swhi l es et t i ng obj ec t i v esandgoal s .Pr operpl anni ngwi l ll eadt o gr eat err es ul t si nas hor t ert i mef r ame.Whenenv i s i oni nganal umniengagementpr ogr am,i ti si mpor t antnotonl yt opl anandex ec ut eonef oc us ar eaatat i me,butal s ot or eal i z et hatc omponent s ofeac har eamus tbedev el opedandex ec ut eds i mul t aneous l yandc ont i nuous l y . Al l oc at i ngt i mei sac hal l enge.T ak i ngt i me awayf r om t he“f i r eoft heday ”i snev ereas y .Remov i ngy our s el fandy ours t af ff r om t henor mal day t odayoc c ur r enc esmayf eelawk war dand c ount er pr oduc t i v e,butf oc us i ngont hef ut ur ewi l l pr ov ewor t hwhi l e.Cons i ders et t i ngas i des ome t i meeac hdayorweekwher ef oc usc ans hi f t t owar denv i s i oni ngandpl anni ng.

Par t ner s hi psbet weenani ns t i t ut i on’ sadv anc ementoral umniof f i c e,t hei nt er / nat i onalf r at er ni t y ors or or i t yheadquar t er s ,andt hel oc alc hapt er l eader s hi p( i nc l udi ngunder gr aduat esandal umnii s v i t al .Eac hgr ouphast hes ameov er al lgoali n mi ndandi swor k i ngwi t hac r os ss ec t i onoft he s ameal umnipopul at i on.Thes egr oupss houl dbe s eenaspar t ner si nanengagementendeav or ,not t hec ompet i t i on. Fi ndi ngf r i endsandc ol l eaguest hatwor korv ol unt eerf oreac hoft hes egr oupsi snothar d.Iv ent ur et ogues st hatr egar dl es sofwhet heri ti st he Vi c ePr es i dentf orAdv anc ementorav ol unt eer Chapt erAdv i s or ,as har edgoali st obet t erengage al umni .For mi ngt hes er el at i ons hi pswi l lnotc os t any t hi ngandwi l ll i k el ypr ov et obepr i c el es s .

3 3P E R S P E C T I V E SI S S U E# 3


Y ouar eal r eadydoi ngt heheav yl i f t i ngonev ent s ev ent sand pr ogr ammi ng.Y ouar eal r eadypl anni ng,ex ec ut i ng,andas s es s i ngev er y t hi ngy oudo.Thec os toft hi si sal r eadybui l ti nt oy our budget .Wi deni ngy ournetandbr i ngi ngi nal umnit os har ei n t heex per i enc ei sc os tneut r al .Nott oment i ont hatanewper s pec t i v emayy i el dunk nownadv anc ement s . Sus t ai nedgr owt hoff r at er ni t i esands or or i t i esr equi r es bui l di ngr el at i ons hi pswi t hal umnit hatmak et hem f eeli nv es t ed i nt heex per i enc eandr es pons i bl ef ort hes uc c es soft hei rc hapt er .Ani nt ent i onals t ewar ds hi ppl ani ses s ent i alt ot hes uc c es s oft hatr el at i ons hi pbui l di ng,asi tr ec ogni z esal umniandmak es t hem f eelappr ec i at ed.

Shar i ngs uc c es ss t or i es ,c al l i ngav ol unt eer ,donororengagedal umnus / aont hephone,orwr i t i ngaqui c k ,f ours ent enc et hanky ounot ei st hought f ul ,notc os t l y .Whenengagi ng al umnii sapar tofy ourc ul t ur e,as t r ongs ens eofgr at i t ude mus tbepr es ent .Bei ngt hank f ul ,appr ec i at i v e,andgr at ef uli s t hebes tt hi ngy ouc andot os purf ut ur eengagement . Al umnir el at i onsi sanes s ent i alf unc t i on.J us taswec oul d nott hr i v ewi t houtunder gr aduat er ec r ui t ment ,l eader s hi ppr ogr ams ,r i s kpr ev ent i on,orourc ommi t mentt oouror gani z at i on’ s pr i nc i pl es ,wec annots uc c eedwi t houtav i br antandengaged net wor kofal umni . Weneedengagedal umniwhoi nt er ac tr egul ar l y ,whof eela s t r ongs ens eofl oy al t y ,andwhoi nv es tt hems el v esi nt headv anc ementoft hef r at er ni t y / s or or i t yex per i enc e.Apar t ner s hi p bet weeny ouandy oural umnii ses s ent i alt ot hef ut ur epr ogr es s off r at er ni t yands or or i t yl i f e.I ti sac ul t ur ec hange,nota budgeti nc r eas e.


Av i r t ualbas edc l as s r oom wi t heduc at i onalpr ogr amss pec i f i c al l ydes i gnedt o enhanc et heal i gnmentoft hef r at er ni t y / s or or i t yexper i enc ewi t ht he c hangi ngdy nami c sofhi ghereduc at i on.

vi s i taf a1972. or g/ Advanc eU f ormor ei nf or mat i on

AFA Perspectives Issue #3  
AFA Perspectives Issue #3