Foundation Annual Report - 2014 by Beta Theta Pi

BE TA T HE TA PI FOUN D AT IO N

2014 FOUNDATION BETA THETA PI JUNE 1, 2013-MAY 31, 2014

ANNUAL REPORT

“WE LEARN BEST, AND CHANGE, FROM HEARING STORIES THAT STRIKE A CHORD WITHIN US.” — John Kotter, Harvard Professor and Leadership Author

2 014 A NNUAL R EPORT

TABLE OF CONTENTS | OUR PURPOSE

3 | OUR PURPOSE 5 Leadership Letter

MISSION To develop men of principle for a principled life.

VISION

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 SUPPORTERS 20 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 LEADERSHIP 61 Foundation Board

64 | OUR GUIDE TO GIVING 65 Ways to Give

Every member will live Beta Theta Pi’s values.

CORE VALUES To build lasting bonds of friendship and brotherhood, Beta calls for:

MUTUAL ASSISTANCE Betas believe that men are mutually obligated to help others in the honorable labors and aspirations of life.

INTELLECTUAL GROWTH Betas are devoted to continually cultivating their minds, including high standards of academic achievement.

TRUST Betas develop absolute faith and confidence in one another by being true to themselves and others.

RESPONSIBLE CONDUCT Betas choose to act responsibly, weighing the consequences of their actions on themselves and those around them.

INTEGRITY Betas preserve their character by doing what is morally right and demanding the same from their brothers.

STRATEGIC PRIORITIES Self-Governance Education

Recruitment Volunteers

ON THE COVER Three 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): 2014 Wooden Institute attendees

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2014 Annual Report

• • • •

Beta’s 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

LEADERSHIP LE T TER | OUR PURPOSE

THIS IS MY

BETA STORY T

he week before my junior year of college, I packed up my car with all of my belongings and started the twohour 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 I’d have to go financially inactive in every organization just to make ends meet. To this day, I still don’t 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.” I’ll 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 efore I k new it, my p erso n a l t ra g ed y h a d b eco me another B eta su cce ss sto ry . T h is wa s t h e first t ime I truly understo o d wh a t it mea n s wh en we sa y , ‘B rothers are b rot h ers fo r life.’ ”

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FOUNDATION | OUR PURPOSE CULTIVATE LIFELONG FRIENDSHIPS

with Betas, parents and Friends of Beta.

SOLICIT BETAS AND FRIENDS

for cash, stock, endowment and estate gifts.

FUND LEADERSHIP & EDUCATIONAL GRANTS

for Men of Principle programs and resources. Dave Hogan hosting the annual fall Kai Kickoff

y 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

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2014 Annual Report

PROVIDE GIFT STEWARDSHIP

by demonstrating the direct impact on Beta’s mission.

RECOGNIZE BETA ALUMNI

for personal, professional and fraternal achievements.

OVERSEE INVESTMENT STRATEGIES

of the Foundation’s financial portfolio.

RECRUIT FOUNDATION VOLUNTEERS

to serve as ongoing fundraising advocates.

PLAN AND EXECUTE CAPITAL CAMPAIGNS that advance the Fraternity’s mission.

PROVIDE ADMINISTRATIVE SUPPORT

to local chapters engaging in fundraising activities.

LEADERSHIP LE T TER | OUR PURPOSE BROTHERS, PARENTS AND FRIENDS OF BETA: As expressed by John Kotter’s 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.

B L F R ES U LT S BY AUDIENCE

4,718 total blf donors | 50 Board Members & Staf f | 227 Friends of Beta & Parents | 1,991 Alumni | 2,450 Undergraduates

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 Fraternity’s 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!

$649,977 | ALUMNI

$854 , 610

RECEIVED

$62,980 | Friends of Beta & Parents

$86,507 | BOARD MEMBERS & STAFF

$55,146 | UNDERGRADUATES

TH E PROM ISE S TO KE E P C A M PA IGN

Gratefully and yours in ___ kai ___,

$11,303,581

GIFTS AND

$ 20 M i l l i o n G o al

PLEDGES S. WAYNE KAY | VIRGINIA TECH ’73

JONATHAN J. BRANT | MIAMI ’75

Foundation Board Chairman

Foundation Director

THOMAS D. CASSADY | CINCINNATI ’76

ROBERT T. GRAND | WABASH ’78

The Promises to Keep Campaign Co-Chairman

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BY THE NUMBERS | OUR IMPACT

THIS IS MY

BETA STORY W

hen 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 doesn’t 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.

OUR IMPACT “ In bus i ne s s , I’v e l e arned you are only as good as t he people coming af ter you, an d I be l i e v e t he s ame i s true for our Fraternity.” 6 | 68

2014 Annual Report

In business, I’ve 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. I’m continually grateful I am a Beta, and it’s 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 Firm

BY THE NUMBERS | OUR IMPACT VOLUNTEER ADVISORS | 2010-2014

AVERAGE CHAPTER GPA | 1998-2013 3.193

BETA THETA PI 2.846

799

2.912 2005

1998

2.750

ALL FRATERNITIES

2010

AVERAGE CHAPTER SIZE | 1998-2014

845

869

2011

2012

2013

1,085

2014

LEADERSHIP PROGRAM GRADUATES | 1998-2014 2,348

73.8

BETA THETA PI

59.8 49.9 1998

843

2004

34.1

FINANCIAL DATA

16,708 GRADUATES SINCE

INCEPTION OF MEN OF PRINCIPLE

ALL FRATERNITIES

2009-10

2010-11

2011-12

2012-13

2013-14

Beta Leadership Fund Gifts

$863,268

$938,072

$1,006,468

$960,828

$854,610

The Promises to Keep Campaign Gifts & Pledges

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.

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LEADERSHIP DEVELOPMENT PROGRAMS | OUR IMPACT

LEADERSHIP DEVELOPMENT PROGRAMS

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.

CHAPTER | COLONY

MPS

Alabama

3-YEAR AVG.

n/a

$500

Arizona

$500

Arkansas

$500

Auburn

$500

Baylor

$500

Bethany

$500

British Columbia

$500

Cal Poly

$500

Carleton

$500

Case Western Reserve

$500

Central Florida

$500

Central Michigan

$500

Centre

$500

Chapman

$500

Charleston

$500

Cincinnati

$500

Clemson

$500

8 8

Colorado Mines

$500

Columbia

$500

Connecticut

$500

Cornell

$500

Creighton

$500

16 12

Dayton

$500

Denison

$500

Denver

$500

Drexel

$500

n/a

East Carolina

$500

Eastern Kentucky

$500

DePauw

Emory

Eastern Washington $500

9 14

Florida

$500

Florida International

$500

Florida State

$500

n/a

Furman

$500

George Washington

$500

Georgia

$500

Georgia Tech

$500

High Point

$500

Idaho

$500

Illinois

$500

n/a

Indiana

2014 Annual Report

2014 TOTAL

UIFI

American

Colgate

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REPORT CARD KEY Men of Principle Scholarship ............................MPS

Wooden Institute.................................................. WI

Nichols Presidents Academy .................................. PA

Undergraduate Interfraternity Institute....... UIFI

Keystone Regional Leadership Conference...... KC

Greiner Leadership College............................... LC

CHAPTER | COLONY

MPS

UIFI

2014 TOTAL

3-YEAR AVG.

Iowa

$500

Iowa State

$500

John Carroll

$500

Johns Hopkins

$500

Kansas

Kansas State

$500

Kentucky

$500

Kenyon

Kettering A

$500

Kettering B

$500

Knox

$500

Lawrence

$500

Louisville Loyola Marymount Maine Maryland Miami (Fla.) Michigan Michigan State Minnesota Mississippi Missouri Missouri-Kansas City MIT Nebraska North Carolina North Dakota Northeastern Northwestern Nova Southeastern Ohio Oklahoma Oklahoma State Oregon Pacific Penn State Pennsylvania Pittsburgh Puget Sound Quinnipiac Saint Louis San Diego San Jose State Sewanee

$500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1

8 8 8 9 8 8 8 10 8 8 8 7 8 9 8 7 8 9 8 9 8 10 9 10 8 8 8 9 8 12 8 6

5 1 4 4 2 2 10 15 3 2 4 2 9 3 6 5 5 4 4 26 12 2 14

17 10 15 16 11 14 23 34 12 11 18 10 23 19 17 20 14 17 18 36 23 13 28 13 13 23 15 13 20 34 16 7

13 13 9 11 10 16 16 21 10 12 16 6 19 17 9 18 10 10 4 18 9 13 8 18 6 n/a n/a n/a 14 28 12 6

$500 $500 $500 $500 $500 $500

$500 $500 $500 $500 $500 $500 $500 $500 $500 $500

1 1 1 1 1

3 2 2 3 4 8

5 5 6 2 7 3 5 2 3 2 3 3 2 7 12

4 11 4 1 3 9 7

r - Denotes chapters that could not attend Keystone due to inclement weather Blue - Denotes chapters that received the Charles Henry Hardin Leadership Development Award at the 175th General Convention

CHAPTER | COLONY SMU South Carolina South Dakota Southern California Southern Illinois St. Lawrence Stevens TCU Tennessee Texas A&M Texas A&M-CC Texas at Arlington Toronto Truman State UC Irvine UC San Diego UC Santa Barbara UCLA Utah Vanderbilt Villanova Virginia Virginia Tech Wabash Washington Washington & Jefferson Washington and Lee Washington in St. Louis Washington State Wesleyan West Virginia Westminster Whitman Wichita State William & Mary Wisconsin Wisconsin-Oshkosh Wittenberg WPI

TOTALS

MPS

$500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500 $500

10 11 8 10 8 r 8 9 9 8 8 8 r 8 8 8 8 10 9

$500 $500 $500 $500

1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1

$54,500

121

1,000

$500 $500 $500 $500

$500 $500 $500 $500 $500 $500 $500

$500 $500

6 7 7 8 14 8 r 9 12 6 5 8 8 9 7 8 8 8 8

UIFI

2 1 2 2 1 6 4 3 3

11 5 4 2 3 2 11 5 4 1 9 3 11 2 5 1 11 18 4 8 4

2014 TOTAL

3-YEAR AVG. 16 17 17 15 10 6 13 17 10 13 9 15 7 21 9 n/a 10 17 18 12 6 6 12 16 24 6 6 18 14 3 10 20 5 15 8 11 14 12 5

1 6

7 7 3 1 8 2

1 8

2 15

3 5 5

1 4 1 3

11 26 15 18 13 5 17 25 18 16 10 23 4 27 14 18 11 22 28 5 15 12 11 21 22 12 2 19 21 7 9 32 9 55 8 10 16 15 17

895

2,348

7 3 4 1

3 5

316

2014 Annual Report

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“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.”

GOAL | $20,000,000

THE PROMISES TO KEEP CAMPAIGN | OUR IMPACT

WE CANNOT ALWAYS

BUILD THE FUTURE . . . FOR OUR YOUTH

GIFTS & PLEDGES RECEIVED

$11,303,581 (56.5% as of August 9, 2014)

“…and more than that, such associations teach us in their records how far human friendship can carry us…” Pater Knox’s enduring words remind us that nothing can stop brothers coming together for each other’s 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 Beta’s culture and ideals forever. We hope you join the men and women below who are helping write the important chapter in Beta’s next 175 years. — Bob Grand & Tom Cassady, Campaign Co-Chairmen

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As chairman of the Beta Theta Pi Foundation and member of The Promises to Keep Campaign Cabinet, Wayne and Susan’s commitment to Beta runs deep. Their lead gift of $1.2 million will change Beta’s horizon and the lives of thousands of young men.

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 Beta’s promise of leadership development to our undergraduates well into the future.

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 Kirkpatrick’s 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.

A former General Fraternity President and Foundation Director, Bob’s Beta legacy came to life when his grandson, Kurt Siebert, Nebraska ’14, chose to wear the Beta Badge. Bob’s $50,000 gift is providing for the future of Beta’s 9,000+ undergraduates.

As they left Beta’s 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.

susan and wayne Kay

jessica and michael downer

Marcia and Dr. Robert HEALY

UCLA ’77 $1,000,000

psi diamond charitable foundation

Robert Schaupp

Virginia Tech ’73 $1,200,000

Lawrence ’51 $50,000

Missouri ’64 $60,500

2014 Annual Report

$175,000

THE PRO MISES TO KEEP CAMPAIGN | OUR IMPACT

. . . BUT WE CAN

BUILD OUR YOUTH

FOR THE FUTURE.

— Franklin D. Roosevelt, 32nd President of the United States

PROMISE I

PROMISE III

FUNDI NG NEED: $ 13.4 MILLIO N

FUND ING NE E D : $ 2.9 M IL L ION

Expand and endow student participation in award-winning Men of Principle leadership programs.

PROMISE II

Build a state-of-the-art learning laboratory and historical preservation center within the Administrative Office in Oxford.

TO LEARN MORE

Launch a new online training platform for all undergraduates, advisors and Beta volunteers.

Watch The Promises to Keep Campaign video.

B E TA .ORG /PT K

FUNDI NG NEED: $ 3. 7 MILLIO N

Through a cash, stock or estate gift to The Campaign, you can be a part of this exciting effort providing for Beta’s future. Contact a Foundation staff member in Oxford at 800.800.BETA (2382) to discuss your support of this important endeavor.

Actively involved in the Boys and Girls Club, the University of Oregon’s $1.4 billion campaign and his chapter’s 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.

CFO for RidgeWorth Investments in Atlanta, Beta has long benefited from John’s 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.

John her m a n

leslie and john stebbins

Oregon ’60 $25,000

Emory ’92 $25,000

A practicing neurologist in Los Angeles, “Hutch” has been a supporter of the Beta Foundation since graduating from the University of Michigan. Involved in Lambda’s recolonization in 2010, Rob is helping to solidify his chapter’s future with a $10,000 Campaign gift.

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.”

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.

Dr. Robert Hutchman

Dr. Robert Tigner

S ar a an d N ic hol as Gelbar

Michigan ’93 $10,000

Phi Gamma Delta $5,000

Connecticut ’06 $2,500

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MERIT SCHOLARSHIP PROGRAM | OUR IMPACT

EXEMPLIFYING BETA’S DEVOTION TO CULTIVATION OF THE INTELLECT In fiscal year 2014, the Merit Scholarship

FOUNDERS SCHOLARSHIPS $2,150 John Reily Knox Memorial Scholarship

$2,150 Samuel Taylor Marshall Memorial Scholarship

$2,150 David Linton Memorial Scholarship

$2,150 James George Smith Memorial Scholarship

Matthew V. Zahn George Washington ’15

Jason A. Kanderman Penn State ’15

Tushar Narayan WPI ’15

Tyler W. Pennick Wichita State ’15

$2,150 Charles Henry Hardin Memorial Scholarship

$2,150 John Holt Duncan Memorial 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 year’s Merit Scholarship opportunities, visit beta.org.

MERIT SCHOLARSHIP AWARDS | 2005-2014 73 SCHOLARSHIPS

$90,000

$91,275

$85,000 $80,000 $75,000 $70,000 $65,000 $60,000 $55,000 $50,000

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58 SCHOLARSHIPS

$58,900

2014 Annual Report

Zachary J. Hyder Tennessee ’15

Ryland J. Jennings East Carolina ’15

$2,150 Michael Clarkson Ryan Memorial Scholarship

$2,150 Thomas Boston Gordon Memorial Scholarship

Nicholas A. Foggia Kettering B ’16

Jesse R. Peinado Florida International ’14

THE TOP EIGHT FOUNDERS SCHOLARSHIPS ARE ENDOWED BY AN ESTATE GIFT OF ROBERT C. LAFFERTY, OHIO WESLEYAN ’28

MERIT S CHOLARSHIP PROGRAM | OUR IMPACT $2,000 Edward M. Brown Oxford Cup Scholarship Matthew P. Meeks, Miami ’15 $1,975 $1,950 $1,850 $1,725

$1,200

Frederick S. Bucholz Scholarship Christopher T. Perez, Iowa State ’16

E. William Palmer Memorial Scholarship Henry B. Foster, Kansas ’15

$1,200

Bertram W. Bennett Memorial Scholarship Michael J. Kalimtzis, Stevens ’16

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

John L. Calvert Memorial Scholarship Noland W. Smith, Georgia Tech ’15 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

$1,075

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 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 Adam S. Burford Memorial Scholarship Cole W. Bertol, West Virginia ’17

$375 $350

Shelby L. Molter Music Education Scholarship Nathan A. Budge, Case Western Reserve ’15

$1,000 L. Robert Clough Memorial Scholarship Joshua T. Petersen, South Dakota ’15 Cole Bertol (far right) with other West Virginia Betas at the 175th Anniversary.

he 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 Bertol West Virginia ’17

2014 Annual Report

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NAMED ENDOWMENT FUNDS | OUR IMPACT

NAMED ENDOWMENT FUNDS Named endowment funds are gifts from Betas, Sweethearts and friends th at a llow the Beta Foundation to impact toda y’s – and tomorrow’s – generation of young Beta l eaders. These funds are subject to the Foundation

MEN OF PRINCIPLE SCHOLARSHIP FUNDS

Board’s 4% annua l dis tribution policy (based on the 12-quarter fund aver-

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

a ge.) This policy ensures generou s dis tributions from each fund annua ll y, whil e a lso emph asizing compounding growth for the future.

FOUNDATION AND ADMINISTRATIVE OFFICE PROPERTY FUNDS Brennan Hall Fund Harold S. Hook Heritage Fund

LEADERSHIP DEVELOPMENT FUNDS Abbey 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

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2014 Annual Report

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

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 FUNDS Stephen 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.

NEW NAMED ENDOWMENT FUNDS | OUR IMPACT DR. P. THOMAS PURINTON LEADERSHIP FUND Initially 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 Beta’s beloved “Dr. P.” and his Beta Sweetheart, Molly. TODD AND JANICE BLEAKLEY LEADERSHIP FUND This 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 FUND Elroy 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 FUND Upon 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 FUND Former 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 FUND Upon 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 FUND Marcia 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.

FORREST H. KIRKPATRICK LEADERSHIP FUND The 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 FUND Nine chapter brothers of Philip E. Stout, Oklahoma State ’62, have pledged $40,000 to establish this memorial fund honoring Brother Stout’s service to the Gamma Lambda Chapter. This new fund will provide leadership program scholarships to young men from Oklahoma State. ZETA OMICRON FOUR PILLARS FUND In honor of their chapter’s 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 FUND An 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.

IMPACT | FY14 NAMED ENDOWMENT FUNDS 1,220

LEADERSHIP PROGRAM SCHOLARSHIPS TO YOUNG BETAS

TUITION SCHOLARSHIPS FOR CONTINUING EDUCATION

MPS GRANTS TO CHAPTERS FOR RECRUITING CAMPUS LEADERS

NEW WINTER SESSION OF THE WOODEN INSTITUTE

8 QUALITY ACRES OF MUSEUM, ARCHIVE AND PROGRAM SPACE IN OXFORD

9,375 UNDERGRADUATES SUPPORTED WITH FOUNDATION AND MEN OF PRINCIPLE ACTIVITIES

259 BETA VOLUNTEERS PARTICIPATING IN EDUCATION AND TRAINING

2014 Annual Report

15 | 68

DEA GRANT PROGRAM | OUR IMPACT CHAPTERS CURRENTLY UTILIZING THE DEA GRANT PROGRAM ENHANCING THE ACADEMIC CULTURE OF BETA’S LIVING ENVIRONMENTS The 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 full y or partiall y subsidize educational projects such as libraries, study rooms, computer rooms, computer equipment, internet and access space. For more information about the DEA Grant Program, visit beta.org or contact a member of the Foundation staff.

MAS S ACHUSE T TS I NSTI TUTE OF TECHNOLOGY “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

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2014 Annual Report

O HIO U NIV ER SITY “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

U NIVE RSIT Y OF OKL A HOM A “Our vision is simpl y 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 Foundation’s professional staff. ” — Rober t Beall, Okl ahoma ’79, Okl ahoma Chapter Camp aign Chairman

AN INDU STRY COMPARISON | OUR IMPACT

“TO THE DONORS OF AMERICA…

FOCUSING ON OVERHEAD WITHOUT

he 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.

CONSIDERING OTHER CRITICAL DIMENSIONS OF A CHARITY’S 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.”

LEGEND

BETA FOUNDATION

ALL FRATERNITY AVERAGE

Art Taylor – President & CEO, BBB Wise Giving Alliance Jacob Harold – President & CEO, Guidestar Ken Berger – President & CEO, Charity Navigator

NON-PROFIT BENCHMARK

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).

FUNDRAISING EFFICIENCY RATIO | 2008-2013

PROGRAM SERVICES RATIO | 2008-2013

FUNDRAISING EXPENSES / GIFTS RECEIVED

PROGRAM EXPENSES / TOTAL EXPENSES

(THE LOWER THE BETTER)

(THE HIGHER THE BETTER)

40%

0.35

30% 20%

0.35

0.32

0.33

0.22

10% 0%

0.35

0.15 0.04 2008

2009

0.35

0.26

0.28

0.08

0.35 0.32

100%

0.91

0.85

0.88

0.85

85% 70%

0.65

0.53

0.52

0.50

2009

2010

2011

0.82

0.90

0.65

0.51

0.52

2012

2013

55%

0.08 2010

2011

2012

0.04 2013

0.56 40%

2008

2014 Annual Report

17 | 68

THIS IS MY

BY THE NUMBERS | OUR SUPPORTERS

BETA STORY A

s 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 doesn’t have a Delt chapter), at first Austin did not find an organization that appealed to him. Beta’s colonization on campus quickly became an ideal opportunity because Beta’s 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 didn’t fully grasp the Fraternity’s 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.

OUR SUPPORTERS “Be c au se of his experience, A us t i n h as be c om e a more serious student, a b e t te r l e ade r and an advoc ate for G reek life.”

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. I’m 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 NorthAmerican Interfraternity Conference Board of Directors

SNAPSHOT | OUR SUPPORTERS

JOHN REILY KNOX CLUB

BETA LEADERSHIP FUND

THE PROMISES TO KEEP CAMPAIGN

DEVELOPING MEN OF PRINCIPLE FOR A PRINCIPLED LIFE

ADVANCING THE MEN OF PRINCIPLE INITIATIVE

BRIDGE BUILDER SOCIETY

SONS OF THE DRAGON CLUB

NAMED ENDOWMENT FUNDS

LEAVING A LEGACY FOR THOSE WHO FOLLOW

LEAVE YOUR MARK ...FOR THE KAI

DEVELOPING MEN OF PRINCIPLE FOREVER

THE PREMIERE ANNUAL GIVING CLUB OF THE BETA LEADERSHIP FUND

FY14 CONTRIBUTION BREAKDOWN | $4,224,044 RECEIVED 1%

BETA LEADERSHIP FUND $854,610

12%

THE PROMISES TO KEEP CAMPAIGN

20%

(EXCLUDES OUTSTANDING PLEDGES) $522,571 CHAPTER FUNDS $39,777

21%

DEA GRANT FUNDS $1,759,774

42%

FOUNDATION ENDOWMENT $178,868

NAMED ENDOWMENT FUNDS $ 8 6 8 ,4 4 3

(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 Beta’s first Administrative Secretary Ralph N. Fey, Miami ’40

e 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

2014 Annual Report

19 | 68

JOHN REILY KNOX CLUB | OUR SUPPORTERS

THE PREMIER ANNUAL GIVING CLUB OF THE BETA LEADERSHIP FUND The 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.

Beloit

Colorado Mines

Florida

Stephen J. Goldman ’64

T. Weston Hamilton ’07

Stephen B. Becker ’69 Keith T. Koenig ’73 Matthew S. Paynter ’00 Michael J. Thompson ’90 John I. Williams, Jr. ’79 Michael H. Williams ’75

Bethany

Columbia

Neil Christman ’55 Robert D. Mackenzie ’77 Vincent E. Mikolay ’00

Martin I. Lewison ’88 Stephen M. Struna ’81

Carnegie Mellon

Gustavo J. Vollmer ’42

James M. Anderson ’51

Case James W. Kewley ’66 Frank N. Linsalata ’63

Centre Jerry M. Blesch ’60

Cincinnati David A. Beckner ’50 Elroy E. Bourgraf ’54 Thomas D. Cassady ’76 John D. Erhardt ’52 Daniel H. Farmer ’75 H. Kent Mergler ’63 Gregory P. Ott ’89 Jeremy N. Rogers ’00 Steven A. Wilson ’66

Colgate Bruce S. Fein ’84 Howard B. Hughes ’60

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2014 Annual Report

Cornell Denison Richard G. Lugar ’54 James F. Mason ’51 Thomas M. Roudebush ’52 John N. Taylor, Jr. ’57

DePauw L. Penfield Faber ’52 Robert E. Kersey ’57 John P. Rudy ’51 Walter W. Sampson, Jr. ’58

East Carolina D. Kirk Little ’82

Eastern Kentucky L. Martin Cobb ’96 G. Michael Conway ’75 Gareth M. Saums ’11

Emory John H. Stebbins ’92

Florida International Glenn Shapanka ’11

Furman Michael A. McPhee ’10

Georgia Tech Theodore S. Haile ’75 Guy J. Lookabaugh ’52 Lynn C. Maddox ’64 John E. McDaniel, Jr. ’42 David M. McKenney ’60

GMI-EMI Richard M. Caras ’78

Idaho Clifton C. Bowyer ’84 Michael R. Hamby ’85 Ralph M. Hartwell ’54 Jeffrey S. Johnson ’87 Donald W. Keefer ’54 Michael J. Killien ’60 William M. Lodge ’53

Lawrence C. Parberry ’61 Robert S. Parish ’52 Wellington C. Pierce, Jr. ’53 Thomas L. Reveley ’59 Frank A. Shrontz ’53 Ronald L. Siple ’55 William H. Stoneman III ’66

Illinois David E. Brown ’49 Leslie A. Meier ’82 Gant Redmon ’59

Indiana Paul H. Drew ’72 Fredrick J. Logan, Jr. ’74 Charles O. McCormick III ’72 Charles T. Richardson ’69

Iowa State James S. Balloun ’60 Alan D. Clipperton ’66 Michael J. Dubes ’66 Judson A. Horras ’97 Gale M. Peterson, Jr. ’66 Ronald G. Sande ’64 Robert A. Wiley ’87

Kansas Robert E. Harris ’81 Larry D. Horner ’56

Maryland Casey A. Gomes ’02 Mark F. Slaney ’92

George W. Trowbridge ’56 Robert L. Wesorick ’92 Michael J. Wilson ’89

Miami

Michigan State Russell E. Palmer ’56 Dan P. Reason ’57 Carl A. Swanson ’51

William F. Alderman ’67 John D. Backe ’54 Peter W.C. Barnhart ’66 J. Benjamin Beshear ’01 Jonathan J. Brant ’75 Frederick F. Brower ’50 Edward M. Brown ’31 Joseph E. Budde, Jr. ’06 Robert L. Cottrell ’54 John R. Deyo ’69 Philip S. Fernandez ’06 Scott C. Fessenden ’74 Thomas C. Fey ’68 John M. Groom ’58 Zachary T. Haines ’05 James W. Haywood ’74 Ronald P. Helman ’55 Thomas W. Hook ’81 James R. McClanahan ’60 Mitchell P. Rales ’78 Arthur J. Reimers III ’77 Joseph J. Rosing ’06 Douglas S. Wagner ’78

Minnesota Scott J. Allen ’95 Donald M. Anderson ’50 Dustin L. Anderson ’05 Michael D. Kokkinen ’00

Missouri W. H. (Bert) Bates ’49 Charles E. Brown ’61 Harry M. Cornell, Jr. ’50 Robert N. Healy ’64 John M. Hillhouse ’69 Harold S. Hook ’53 Richard G. Miller ’70 Henry A. Plain, Jr. ’80 Henry W. Robertson, Jr. ’51 David R. Spence ’80

MIT Godard K. Abel ’93 Mark P. Bouchard ’84 Robert R. Boye ’88 Ellis J. Braman ’58

Michigan Karl J. Edelmann ’86 Spencer H. Le Menager ’60

Kansas State Christopher G. Althoff ’00 H. James Bartels ’43 Todd E. Bleakley ’77 Randall D. Groves ’78 R. William Manning ’80 Bill L. Nicholson ’60 Warren R. Staley ’65 Paul B. Swartz ’64

JOHN REILY KNOX CLUB MEMBERS | $1,500+ ANNUAL GIVING 319 306

Kenyon William E. Lowry, Jr. ’56

242

Lawrence Robert J. Schaupp ’51 Kristofer K. Swanson ’87

Lehigh William F. Hahn ’49

Maine Leslie C. Brewer ’44 Thomas E. Hart ’79

190 150 2010

2011

2012

2013

2014

JOHN REILY KNOX CLUB | OUR SUPPORTERS Kendall R. Bryan ’88 John R. Chisholm ’84 Albert G. Coulson III ’94 Jeffrey M. Dardarian ’99 David S. Eisen ’83 Michael G. Feinstein ’82 Peter C. Gaston ’81 Mark A. Goldberg ’82 Kevin J. Grannan ’79 Robert A. Grant ’64 Kent L. Groninger ’63 John M. Hirschi ’56 Lawrence R. Hoover ’57 Charles D. Koch ’57 Calvin S. Koonce ’60 Roger W. Lacy ’79 Alan L. Laves ’82 Frank J. Leibly III ’93 Michael A. Lopez ’83 Eugene C. Lou ’90 William T. Maimone ’84 Herman L. Marshall ’78 David A. Milich ’82 Michael W. Miller ’95 Richard H. Oeler ’60 Eric L. Raefsky ’76 Robert M. Ramstad ’90 Michael D. Rechtin, Jr. ’89 William G. Roeseler ’65 Paul W. Sommer ’42 Robert J. Struble ’85 John T. Sutton ’55 Lei H. Tung ’86 Herbert B. Voelcker, Jr. ’51 Earl J. Watkins ’90 Alfred E. Wechsler ’55 Albert O. Wilson, Jr. ’38 Frederick R. Wilson ’83 George M. Wyman ’62 Stephen J. Yeretsky ’59 Henry C. Young, Jr. ’57

Nebraska Rick W. Fuchs ’03 Andrew S. Mattox ’00

North Carolina

Glenn E. Corlett ’65 R. Leslie Cornwell ’65 James M. Horn ’68 Jeffrey J. O’Hara ’69 Richard A. Sabol ’77 Garry L. Weigand ’65 David W. Wright ’67

Spencer M. Brush ’67 Arthur C. Carmichael, Jr. ’62 William V. DeBellis, Jr. ’67 Barclay L. Grayson ’92 Glen A. Holden ’51 Gregory J. Houser ’70 Warner R. Munro ’86 N. R. Walker ’66

Ohio Wesleyan

Oregon State

W. Martin Haskell ’68 Eric R. Hursh ’70

Jack R. Borsting ’51

Oklahoma

William M. Barstow, Jr ’41 Jeffrey Lieberman ’96

Ohio State

Robert L. Barr IV ’85 Fallis A. Beall ’55 Robert S. Beall ’79 Michael A. Bickford ’80 Bradford L. Boone ’82 Todd K. Booze ’90 John F. Burns ’86 Bret A. Chandler ’82 Ronald J. Crosby ’77 Robert R. Felton ’85 Kevin L. Foxx ’78 Falon D. Fuller ’80 Dwayne E. Godsey ’53 Mark P. Godsey ’77 Daniel W. Jordan ’78 Robert R. Klabzuba ’71 Michael T. Krampf ’88 Michael T. Lynch ’71 Thomas H. McCasland, Jr. ’56 Thomas H. McCasland III ’81 Christopher H. Pierce ’75 David E. Rainbolt ’78 J. Hugh Roff ’53 William J. Ross ’52 Don A. Smith ’58 Garland R. Talley ’74 James W. Taylor ’79 Arthur H. Thompson ’66 Ralph G. Thompson ’56 Stan M. Vlasimsky ’85

Pennsylvania

Purdue Wilson R. Isert ’35 John W. Longstreth ’51 Howard R. Meeker, Jr. ’48

Rutgers George D. Fosdick ’63

SMU

UCLA James A. Collins ’50 Peter N. Pappas ’86 John H. Wilke ’51

UNLV J. William Romero, Jr. ’95

Utah Joseph T. Butler, Jr. ’58 Jeff S. Cardon ’80 Christopher M. Conabee ’88 Adam D. Duncan ’86 Spencer F. Eccles, Sr. ’56 Christian K. Gardner ’94 E. Marc Mariani ’77 Michael P. Morris ’81 John R. Raybould ’97

Villanova

Franklin P. Johnson, Jr. ’50

James A. Carroll ’65 Robert T. Grand ’78 Peter J. Brix ’58 Blake W. Nordstrom ’82 Bruce A. Nordstrom ’55

Washington & Jefferson Raymond S. Tomassene ’83

Washington in St. Louis

Robert F. Hanley, Jr. ’83

Texas

Wesleyan

Mac N. Churchill ’72

Bradley J. Vogt ’87

William E. Hall, Jr. ’74

Oklahoma State

Northwestern

Fredrick F. Drummond ’53 Joe L. Greenhaw ’83 Jeffrey S. Smith ’86

Texas Tech

West Virginia

R. Dean Stalcup ’71

Oregon

James W. Boyd ’68 Charles K. Kane ’52 R. Brawley Tracy ’50

Matthew J. Brawner ’07 Marc T. Tower ’05 Jason P. Waggoner ’04

John M. Mutz ’57 Gary H. Rusk ’65 Justin M. Rutherford ’00 James T. West ’48

Ohio David M. Briggs ’62 Richard H. Brown ’65

Joseph A. Arenz ’93 Thomas J. Arenz ’91 Morris A. Arntson, Jr. ’59 Andrew Berwick, Jr. ’55 Jack R. Borsting ’51

Truman State

Willamette R. Ethan Braden ’02 Douglas G. Houser ’57

William & Mary MacGregor H. Hill II ’04

Wisconsin Rolland S. McGinnis ’53 Robert L. Schnese ’83

Wisconsin-Oshkosh

Friends of Beta Van H. Ellis Edward Kirklin Bernidene Merrill Robert Tigner Nor’Easter Foundation Soros Fund Charitable Foundation Lumina Foundation Rose Hills Foundation Salesforce.com Foundation GE Foundation Microsoft Matching Gifts

Benjamin D. Thornsberry ’08 William H. Greer, Jr. ’51

Jesse R. Bodine ’49 Ferdinand Del Pizzo, Jr. ’58 Alwyn E. Wolfarth ’59

Syracuse

James E. Driscoll ’62

S. Wayne Kay ’73 Daniel L. Westra ’76

Washington

Stanford

Wichita State

Yale

South Dakota

Ryan E. King ’01 Martin E. Obst ’03

Oklahoma House Corporation

Virginia Tech

Wabash

Southern Illinois

Beta Organizations

Lawrence B. Stone ’77

Michael R. Okenquist ’94

Jeffrey P. Greiner ’80 John D. Hagerman ’63 David W. Light III ’64 John V. Conway, Jr. ’56 Jerry R. Morrissey ’57 Peter W. Wagner ’62

Whitman

y greatest treasure and gift is to meet and talk to undergraduates to imbue in them the commitment to live by Beta’s 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

Western Reserve Walter E. Kalberer ’55

2014 Annual Report

21 | 68

BRIDGE BUILDER SOCIE TY | OUR SUPPORTERS

LEAVING A LEGACY FOR THOSE WHO FOLLOW The 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.

LIVING MEMBERS OF THE BRIDGE BUILDER SOCIETY Our 11 new BBS members are shown in blue.

Auburn

Centre

Roderick B. Hastie ’82

Jerry M. Blesch ’60 B. Hume Morris ’68

Ball State Randy D. Phillips ’79

Bethany Richard K. Boyd, Jr. ’61 David A. Butz ’60

Bowling Green

Cincinnati Elroy E. Bourgraf ’54 Thomas D. Cassady ’76 Thomas F. Cole ’60 David M. Kerka ’88 H. Kent Mergler ’63 William L. North ’63

George D. Patrick ’62

British Columbia James M. Strilesky ’72 Alan G. Young ’71

Clemson Bryant N. Blakeslee, Jr. ’06

DePauw Jeffery L. Cable ’82 H. Tuck Schulhof ’58 Douglass M. Vines ’68

Duke

Theodore S. Haile ’75 J. Peter Labouisse ’64 Lynn C. Maddox ’64

Lloyd L. Kirk ’55

Kansas State

Thomas U. Todd ’54

Hanover

East Carolina

Richard P. Ellenberger ’58 Sangkook Han ’60

Gant Redmon ’59

William R. Korth ’76 John H. Stebbins ’92 Alan C. Teplis ’78

Indiana

Florida Christian S. Bauer ’66 Stephen B. Becker ’69 Edward B. Knight ’38

Matthew J. Lepkowski ’97

Robert A. Cook ’62 Russell E. Palmer ’56

Minnesota

Miami Peter W.C. Barnhart ’66 J. Benjamin Beshear ’01 Jonathan J. Brant ’75 Robert L. Cottrell ’54 Thomas C. Fey ’68 Ronald P. Helman ’55 Robert H. Kurz ’58 James T. Neef ’53 Jeffrey N. Newton ’77 JB Scherpelz ’05 Robert D. Wertz ’61

Miami (Fla.) Peter N. Darrow ’09

Lawrence

David J. Schnackenberg ’90 Michigan James R. Denbo ’63

Scott J. Allen ’95 Bertram G. Leach ’52 Ryan A. Marek ’12 Justin M. Miller ’00

Mississippi William B. Lipscomb ’65

Missouri W.H. (Bert) Bates ’49 Carl E. Bolte, Jr. ’51 Charles E. Brown ’61 Robert N. Healy ’64 John P. Huston, Jr. ’49 Richard F. Kammerer ’80 Robert W. McKinley ’66

MIT Michael G. Feinstein ’82

Idaho William I. Jordan ’69

Illinois

J. Philip Goddard ’67 Charles O. McCormick III ’72 James R. Roudebush ’71

Michigan State

David S. Lamb ’62 George S. Pullen ’03

Louis A. Corsiglia ’67 David J. Hogan ’74

Emory

2014 Annual Report

Kansas

Donald G. DiPaolo ’78 Robert H. Gillow ’56 Roger S. Helman ’89 William P. Johnson ’57 Joseph E. Salata, Jr. ’78

Charles W. Warner ’87

GMI-EMI

Cornell

Thomas C. Olver ’98

22 | 68

LeRoy J. Marx ’49

Carnegie Mellon

Central Michigan

James T. McMenamin, Jr. ’71

Denver

L. Martin Cobb ’96

Thomas H. Gillaugh ’46

Johns Hopkins

Georgia Tech

Newell H. Orr, Jr. ’48

Charles L. Wiley ’58

Maine

Kettering A

Eastern Kentucky

Dartmouth

Lynchburg

Michael J. Dubes ’66 Judson A. Horras ’97 Robert A. Wiley ’87

Jeffrey B. McLain ’76 Curtiss C. Potter ’92

Denison

Gary W. Leech ’70 Matthew S. Paynter ’00

Colorado Mines

Case

Iowa State

George M. Brown, Jr. ’60

Thomas O. Farnsworth ’09 Timothy S. Herrmann ’10

Bruce M. Lloyd ’80 Russell T. White ’44

Kenneth K. Humphreys ’59 Philip D. Spiller, Jr. ’95

Thomas N. Chapman ’71 Matthew V. Tsien ’80

Florida State

Dayton

D. Kirk Little ’82 Adam J. Scarboro ’06

Brown

Louisville

Steven G. Bensema ’06 Neal J. Brower ’90

Paul R. Attwater III ’83 H. James Bartels ’43 Robert S. Hoisington ’79 R. William Manning ’80 James H. Porter ’64 P. Thomas Purinton ’63

Bruce S. Fein ’84

Colgate

Iowa

Scott and Jessica Allen with their son Will, and daughters Kate (left) and Emily (right)

s the parents of young children, we want our kids associated with people and organizations that align with our family’s 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. Beta’s 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 ’95

BRIDGE BUILDER SOCIE TY | OUR SUPPORTERS Nebraska

Ohio Wesleyan

Purdue

Syracuse

Wabash

Wichita State

R. C. Mead ’65 William E. Thompson ’65

Eric J. Eickhoff ’00

Howard R. Meeker, Jr. ’48 John E. Young ’56

G. Clif Heidel,Jr. ’56

Robert M. Smith ’67 Tim J. Watt ’80

Northwestern

John H. Coker, Jr. ’72 William J. Hemphill ’45 Michael C. Ritz ’66 Lee B. Thompson, Jr. ’54

Rhode Island

T. Hardie Bowman ’72 Michael R. Eubank ’83 Wade H. McMullen ’79 George M. Minot ’56

James A. Carroll ’65 Robert T. Grand ’78 Samuel H. Hildebrand II ’61 Thomas A. Klingaman ’52 Ronald R. Nichols ’64

Berry Conner, Jr. ’52 Paul R. Gudonis ’76 John M. Mutz ’57 Gary H. Rusk ’65 Justin M. Rutherford ’00 Robert W. Scholler ’48

Ohio David M. Briggs ’62 Richard H. Brown ’65 Brian D. Cain ’91 Randall V. Greig ’53 Richard E. Griffin ’65 J. Burton Mayes ’39 Jeffrey A. Radomski ’81

Oklahoma

Oklahoma State Joshua P. Fairchild ’05 Robert H. Johnson ’77 Louis M. Linxwiler, Jr. ’53

C. Nelson French ’47 Daniel J. Westerbeck, Jr. ’67 David W. Wright ’67

Rutgers Kenneth J. Grispin ’70

Saint Louis

Oregon

Patrick M. Hidalgo ’91

Morris A. Arntson, Jr. ’59 Richard F. Church ’55 William R. Crist ’68 John H. Herman ’60 Glen A. Holden ’51

SMU Don S. Pearce ’65

Daniel H. Kirkham ’58 John C. Thietje ’61

PENNSYLVANIA ’41 The 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 Barstow’s passing in 2012. Bill associated with other Betas living in the Hilton Head area and was a faithful donor for many years.

THOMAS M. (TIM) ROUDEBUSH DENISON ’52 The 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.

South Florida David E. Schmidt ’92

MARY & WILSON ISERT PURDUE ’35 Featured in last year’s report with a bequest of $75,000, the Isert’s 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.

Washington Richard E. Phenneger ’58

PENNSYLVANIA ’41 A 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.

R. Ethan Braden ’02 Douglas G. Houser ’57 Jon A. Steiner ’63

William & Mary

Washington in St. Louis

Patrick A. Everett ’07

Toronto

Ferdinand Del Pizzo, Jr. ’58 Harold W. Duke, Jr. ’59 Tristan K. Sopp ’11

Wisconsin

Ross W. Marsh ’90 Robert B. McConnell ’79 Frederick W. Young ’54

UC Irvine

Guy D. Perham ’50

W. Perry Atterholt ’83 James R. Curtis ’86 William R. Meythaler ’69 Robert L. Schnese ’83

Wesleyan

Friends of Beta

Washington State

John K. Easton, Jr. ’58

UCLA Walter A. Chenoweth ’52 Michael J. Downer ’77

West Virginia

Union

Western Ontario

Charles E. Pankenier ’65

John R. Birkett ’71 Douglas M. Reid ’58

Utah

Thomas J. Gulliford ’68

Sherman A. Smith ’36 Robert E. Stagg ’67

Western Reserve

Virginia Tech

Westminster

Charles E. Comer ’75 S. Wayne Kay ’73 Daniel L. Westra ’76

Louis K. Beasley, Jr. ’65 Michael J. Esser ’70

Thomas A. Lipton ’63

ESTATE GIFT EXPECTANCIES COL. WILLIAM WHITFIELD WATKINS, JR.

Willamette

R. Dean Stalcup ’71

Christopher C. Ogilvie ’80

South Dakota

James B. Smith ’50

WILLIAM M. BARSTOW, JR.

Texas Tech

Nicholas L. Block ’03

San Diego State

Penn State

Ohio State

Jeffrey M. Flanagan ’93

Texas

Ronald W. Beshear Helen Davis (Jeremy Davis, Williams ’56) Mary Graham (John U. Graham, Purdue ’40) Carolyn Harmon (Robert L. Harmon, Washington in St. Louis ’49) Lindsey Mercer ’95 Dorotha Pitcher (Robert G. Pitcher, Purdue ’45) Mona Skager (E. Loren Aufdenkamp, Illinois ’48) Susanne Sommer (John M. Sommer, Miami ’53) Dorian Beck Trauger

NUMBER CONFIRMED

201 Living Bridge Builder Society Members

WILL BEQUESTS ..................................................................................... LIFE INSURANCE ...................................................................................... CHARITABLE REMAINDER TRUSTS ................................................................. CHARITABLE GIFT ANNUITIES ...................................................................... RETIREMENT PLANS .................................................................................. LIVING REVOCABLE TRUSTS ........................................................................

130 44 15 9 8 2

Total ................................................................................................................ 208* *Several BBS members have made the Foundation beneficiary of multiple types of estate gifts.

2014 Annual Report

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SONS OF THE DRAGON CLUB | OUR SUPPORTERS

LEAVE YOUR MARK. . . . . . FOR THE KAI

SONS OF THE DRAGON CLUB | GIVING HISTORY 2,450 MEMBERS

The Sons of the Dragon Club

2,212 MEMBERS

is the Beta Foundation's annual

2,170 MEMBERS

$55,146

$43,845

$43,374

giving club specifically for

1,604 MEMBERS

Beta undergraduates. 1,033 MEMBERS

The Sons of the Dragon Club is designed to educate on

$ 3 1 ,1 1 8

$22,298

the purpose, goals and activity of the Beta Foundation, and to start undergraduates on their path of annual giving

2010

to the Beta Leadership Fund.

SCHOOL

2014 CHAPTER PARTICIPATION

Alabama American Arizona Arkansas Auburn Baylor Bethany British Columbia Cal Poly Carleton Case Western Reserve Central Florida Central Michigan Centre Chapman Charleston Cincinnati Clemson Colgate Colorado Mines Columbia Connecticut

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2014 Annual Report

2.4% 35.9% 16.1% 13.9% 9.0% 32.7% 50.0% 11.4% 15.8% 48.1% 54.5% 38.2% 61.0% 100% 21.1% 37.1% 32.0% 1.0% 3.2% 73.8% 24.5% 32.4%

2014 CLUB MEMBERS

PRIOR 3 YR. AVERAGE

3 23 24 15 14 18 11 9 12 13 30 26 36 30 23 23 24 1 2 48 12 24

16 n/a 7 29 78 22 3 5 17 12 16 64 32 6 16 23 27 6 2 25 3 35

SCHOOL

2014 CHAPTER PARTICIPATION

Cornell Creighton Dayton Denison Denver DePauw Drexel East Carolina Eastern Kentucky Eastern Washington Emory Florida Florida International Florida State Furman George Washington Georgia Georgia Tech Hanover High Point Idaho Illinois

56.5% 73.0% 58.3% 13.8% 100% 17.7% 63.6% 73.7% 17.1% 23.7% 5.4% 0.7% 100% 32.2% 30.3% 22.1% 0.8% 0.0% n/a 100% 28.0% 47.9%

2011

2014 CLUB MEMBERS

PRIOR 3 YR. AVERAGE

35 46 35 9 64 20 21 42 6 9 4 1 50 29 10 18 1 0 1 43 23 34

24 19 23 12 36 16 n/a 22 18 7 27 4 42 n/a 14 24 1 2 4 18 17 n/a

2012

SCHOOL Indiana Iowa Iowa State John Carroll Johns Hopkins Kansas Kansas State Kentucky Kenyon Kettering A Kettering B Knox Lawrence Louisville Loyola Marymount Maine Maryland Miami Miami (Fla.) Michigan Michigan State Minnesota

2013

2014 CHAPTER PARTICIPATION

2.4% 22.9% 31.9% 42.6% 22.5% 0.0% 4.0% 100% 5.6% 100% 100% 9.3% 18.8% 16.7% 10.1% 5.7% 54.0% n/a 20.8% 41.2% 57.4% 100%

2014

2014 CLUB MEMBERS

4 11 22 20 16 0 4 114 3 15 31 4 9 10 10 4 27 2 22 21 31 69

PRIOR 3 YR. AVERAGE

19 6 17 20 12 1 7 71 3 16 20 7 6 9 12 13 30 3 17 22 16 42

SONS OF THE DRAGON CLUB | OUR SUPPORTERS

’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 I’m happy to do what I can to make the programs available for others.” — Kevin Adams, Michigan State ’15 (right)

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 PARTICIPATION

Mississippi Missouri Missouri-Kansas City MIT Nebraska North Carolina North Dakota Northeastern Northwestern Nova Southeastern Ohio Oklahoma Oklahoma State Oregon Pacific Penn State Pennsylvania Pittsburgh Puget Sound Quinnipiac Saint Louis San Diego

10.4% 4.5% 21.9% 47.1% 13.7% 5.3% 100% 100% 7.3% 100% 10.7% 42.1% 13.6% 0.0% 100% 6.8% 6.8% 24.0% 41.9% 27.9% 33.7% 56.0%

2014 CLUB MEMBERS

8 7 14 8 13 4 38 42 6 18 6 80 19 0 71 5 5 12 18 12 31 60

PRIOR 3 YR. AVERAGE

27 3 13 4 14 2 12 50 24 21 6 9 12 6 36 17 2 n/a n/a n/a 19 52

SCHOOL San Jose State Sewanee SMU South Carolina South Dakota Southern California Southern Illinois St. Lawrence Stevens TCU Tennessee Texas A&M Texas A&M-CC Texas at Arlington Toronto Truman State UC Irvine UC San Diego UC Santa Barbara UCLA Utah Vanderbilt

2014 CHAPTER PARTICIPATION

78.6% 0.0% 10.5% 10.4% 70.8% 6.5% 100% 12.7% 16.7% 19.5% 64.7% 1.9% 37.5% 100% 25.0% 58.2% 25.6% 19.1% 4.4% 9.1% 35.4% 2.4%

2014 CLUB MEMBERS

22 0 12 14 34 8 26 7 7 26 11 2 9 24 8 53 11 9 4 11 29 2

PRIOR 3 YR. AVERAGE

24 3 38 30 16 26 28 6 6 40 10 6 10 16 7 48 8 n/a 11 11 27 4

SCHOOL

2014 CHAPTER PARTICIPATION

Villanova Virginia Virginia Tech Wabash Washington Washington & Jefferson Washington and Lee Washington in St. Louis Washington State Wesleyan West Virginia Westminster Whitman Wichita State William & Mary Wisconsin Wisconsin-Oshkosh Wittenberg WPI

8.2% 1.2% 4.6% 47.2% 3.5% 70.7% 5.0% 16.2% 21.2% 1.9% 3.9% 100% 15.4% 50.9% 5.7% 100% 35.9% 6.0% 42.31%

Grand Totals

27.4%

2014 CLUB MEMBERS

PRIOR 3 YR. AVERAGE

5 1 5 34 4 29 3 17 14 1 3 51 6 32 5 22 14 3 22

6 14 10 28 5 6 1 16 7 1 4 25 1 19 19 17 16 5 15

2,450

1,993

2014 Annual Report

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BLF & DONOR RECOGNITION | OUR SUPPORTERS DONOR LIST LEGEND ANNUAL GIVING CLUBS (June 1, 2013 — May 31, 2014) Laurel Wreath Club .....................$50,000+

BETA LEADERSHIP FUND

Wooglin Club .....................................$25,000 The ___kai___ Club ........................$10,000 Pink & Blue Club ................................. $5,000 Grecian Shield Club ..........................$2,500

Developing Men of Principle for a Principled Life

John Reily Knox Club ........................$1,500 Beta Grip Club.......................................$1,000 Beta Dragon Club .................................. $500 1839 Club ....................................................$250 Mystic Circle Club ...................................$100

Friends of Beta attending the 175th Anniversary and General Convention.

SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.

British Columbia Betas in the Marching Line at the 175th Anniversary.

ANNUAL GIFTS RECEIVED Beta Leadership Fund The Promises to Keep Campaign

FY11

FY12

FY14

$938,072

$1,006,468

$960,828

$854,610

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*

4,769

5,415

5,587

5,346

Total Donors

*Includes pledges to The Promises to Keep Campaign

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FY13

2014 Annual Report

ANNUAL, LIFETIME AND CONSECUTIVE GIVING

LIFETIME GIVING SOCIETIES () Old Main Society ............... $1 Million+

The 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.

CONSECUTIVE YEARS GIVING

() Campanile Society............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders’ Society.................$25,000 () President’s Society ...............$10,000 () Loving Cup Society................ $5,000 () Beta Society .................................$1,000

Annual recognition for donors who give consecutively for multiple years. 5 Years 10 Years 15 Years 20 Years 25 Years

BLF & DONOR RECOGNITION | OUR SUPPORTERS

BLF GIVING RESULTS BY CHAPTER NUMBER OF DONORS

DOLLARS CONTRIBUTED

1. Oklahoma ...................................................120

1. Miami ..................................................$63,397

2. Kentucky ...................................................... 118

2. Missouri .............................................$63,945

3. Minnesota .................................................... 110

3. Iowa State ........................................ $25,853

4. Miami ..............................................................95

4. Oklahoma ..........................................$25,481

5. Denver...................... ...................... ...............79

5. Case Western Reserve .............. $22,539

6. Cincinnati .....................................................74

6. Cincinnati .......................................... $19,828

7. Wabash .........................................................74

7. Indiana ....................................................$18,111

8. Pacific..............................................................71

8. Kansas State .................................... $16,957

9. Westminster.......... ........ ............................ 70

9. Pennsylvania .................................... $15,233

10. San Diego .....................................................65

10. Northwestern ...................................$14,422

2014 Annual Report

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BLF & DONOR RECOGNITION | OUR SUPPORTERS DONOR LIST LEGEND ANNUAL 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 () President’s 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

Celebrating Founders’ Day at the 175th Anniversary and General Convention in Oxford.

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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS

y 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. — Beta’s 14th Oxford Cup Recipient, Ambassador Glen Holden, Oregon ’51

2014 Annual Report

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BLF & DONOR RECOGNITION | OUR SUPPORTERS

DONOR LIST LEGEND ANNUAL 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.

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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS 2013-14 RE/COLONIZATIONS NORTH CAROLINA STATE UNIVERSITY Raleigh, N.C. kip.mountjoy@beta.org

OHIO STATE UNIVERSITY Columbus, Ohio brock.griffin@beta.org

PURDUE UNIVERSITY Lafayette, Ind. jack.ja jewski@beta.org

UC DAVIS Davis, Calif. jonathan.gillie@beta.org

WILLAMETTE UNIVERSITY Salem, Ore. jeff.betz@beta.org

“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 2014 Annual Report

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BLF & DONOR RECOGNITION | OUR SUPPORTERS

SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.

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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS

hen 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 I’d 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.

2014 Annual Report

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SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.

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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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS

he 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. â&#x20AC;&#x201D; Nate Wong, Minnesota â&#x20AC;&#x2122;15

Nate Wong (second from left) with other brothers of the Beta Pi Chapter at the University of Minnesota.

2014 Annual Report

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BLF & DONOR RECOGNITION | OUR SUPPORTERS

SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.

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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS

support the Beta Leadership Fund because I believe in the transformative powers of Beta Theta Pi. A sure-fire way to improve my own chapter is to help send young men to the Wooden Institute in Oxford and support these young leaders when they return to campus. I’m certain our chapter’s success has a lot to do with our participation in the Wooden Institute and other leadership programs offered by the Beta Foundation. — Scott Nadeau, Central Michigan ’89 Brother Nadeau (second from right) and other Central Michigan Betas.

2014 Annual Report

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BLF & DONOR RECOGNITION | OUR SUPPORTERS

SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.

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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS

s an Eagle Scout, when considering whether or not to join a fraternity, I definitely wanted to be prepared. After seeing what many fraternities had to offer, I was confident in my decision to pledge Beta at Kansas State. The chapter had its priorities straight and held to a high standard. We worked hard, accomplished many things and had a great time together. I give back to Beta to ensure the legacy of Men of Principle remains strong at my alma mater. â&#x20AC;&#x201D; Bill Copher, Kansas State â&#x20AC;&#x2122;81

2014 Annual Report

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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+

FIRST-TIME DONORS TO THE BLF | FY10 - FY14 1,293

1,478

1,484

1,522

1,582

1,326

1,863

993

1,107

consecutively for multiple years.

1,234

5 Years 10 Years 15 Years 20 Years

169 131 2010 UNDERGRADUATES 40 | 68

2014 Annual Report

170

255

201 2011

124 2012 ALUMNI

25 Years

187 101 2013

115 141 2014 FRIENDS OF BETA

BLF & DONOR RECOGNITION | OUR SUPPORTERS

CONGRATULATIONS TO BETA’S NEWLY RE/CHARTERED CHAPTERS CENTRE COLLEGE

UNIVERSITY OF DENVER

Epsilon Chapter Danville, Ky.

Alpha Zeta Chapter Denver, Colo.

CHAPMAN UNIVERSITY

MICHIGAN STATE UNIVERSITY

Eta Theta Chapter Orange, Calif.

Gamma Psi Chapter East Lansing, Mich.

COLLEGE OF CHARLESTON

UNIVERSITY OF THE PACIFIC

Eta Lambda Chapter Charleston, S.C.

Eta Kappa Chapter Stockton, Calif.

CREIGHTON UNIVERSITY

TEXAS CHRISTIAN UNIVERSITY

Eta Iota Chapter Omaha, Neb.

Eta Eta Chapter Fort Worth, Texas

2014 Annual Report

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SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.

Betas participating in the Loving Cup Ceremony at the 175th Anniversary and General Convention.

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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS

support the Beta Leadership Fund because I have attended all of the Fraternity’s leadership programs in my four years in college, and I have had the pleasure of meeting Betas and Friends of Beta from all across the world. These experiences have allowed me to network with others, explore next steps in my life, grow my career and shape my development as a leader. If it were not for all of these opportunities, I would not be the same person I am today. I will forever be a supporter of the BLF! — James Silay, Case Western Reserve ’14

Brother Silay (second from right) with other Case Western Reserve Betas and advisors.

2014 Annual Report

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BLF & DONOR RECOGNITION | OUR SUPPORTERS

SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.

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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS

The Fernandez Family

t is my honor to have the opportunity to give to an organization that walks the walk and can make tough decisions to do the right thing. The right decisions are not always the most popular, but everyone engaged can easily see and learn from these types of situations. Standing up for what is right will make it a bit easier when brothers are presented with their own next tough decision. — Gene Fernandez, General Fraternity ’07, Father of Phil Fernandez, Miami ’06,

2014 Annual Report

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BLF & DONOR RECOGNITION | OUR SUPPORTERS

SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.

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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS

his past year I was able to see two Betas that I advised at Northeastern University serve as leadership consultants for the Fraternity. It was remarkable to see their growth over a short period of time, and these two men truly believe in the Fraternity and have made Beta’s values a part of their daily lives. They are living examples of the phrase “lifelong commitment,” and I’m humbled by their willingness to give back to an organization which has positively impacted their lives. — Catherine Sohor, Friend of Beta Catherine Sohor (left) with Friends of Beta Susanna McGlone and Christina Witkowicki.

2014 Annual Report

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SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.

Brothers of the Tau Sigma Chapter at Iowa State University on Founder’s Day at the 175th Anniversary and General Convention.

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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS

2014 Annual Report

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BLF & DONOR RECOGNITION | OUR SUPPORTERS

SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.

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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS

eing a Beta has meant a lot to me, and I was transformed from a boy into a man in my college days at Idaho thanks in large part to the Fraternity. I support the Beta Leadership Fund because the Men of Principle ideals are helping young men develop their intellect and use their intellect effectively in life. â&#x20AC;&#x201D; Carl Rana, Idaho â&#x20AC;&#x2122;75

Brother Rana (second from right) with other Gamma Gamma Betas from the University of Idaho.

2014 Annual Report

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BLF & DONOR RECOGNITION | OUR SUPPORTERS

SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.

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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS

eta Theta Pi has been very helpful for my son, Matt, for it has given him a college home full of focused, talented friends. My son will surely be a long-term Beta supporter, and for years I have put my time and treasure into programs that effectively help high school students be prepared to navigate the college years. Good luck to all of us who invest in programs that are developing young men. The result is spoken of in the Greek proverb, “Societies grow great when old men (& old women) plant trees in whose shade they know they will never sit.” — David Porter, Father of Matthew Porter, Case Western Reserve ’14

2014 Annual Report

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SONS OF THE DRAGON CLUB Annual recognition for undergraduates who contribute $18.39 or more to the BLF.

Dr. Ferdinand Del Pizzo Jr., Washington in St. Louis ’58, talking with young Betas at the 175th Anniversary and General Convention.

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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS

2014 Annual Report

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BLF & DONOR RECOGNITION | OUR SUPPORTERS “This Fraternity has a higher mission than the mere passing of an idle hour, the mere congregation of young men for social enjoyment; because it is in that formative period of life at college that we first drink in those principles which are most apt to last and endure.” — James L. Gordon, William & Mary 1877

The new 65-man fall 2014 pledge class from our Beta colony at the University of Arkansas.

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2014 Annual Report

BLF & DONOR RECOGNITION | OUR SUPPORTERS

Beta Brothers at the 175th Anniversary and General Convention.

2014 Annual Report

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FRIENDS OF BE TA AND PARENTS | OUR SUPPORTERS

FRIENDS OF BETA AND PARENTS Thanks to the leadership of Honorary Friend of Beta Chair Catherine Sohor and Honorary Parent Chairs Tom and Georgia Burton, a total of $62,980 was contributed by 226 Friend of Beta donors in fiscal year 2014. We are honored to recognize all parents, family members, widows, matching gift companies and other Friends of Beta who provide generous gifts that make our high-quality leadership programs possible.

Mark & Bonnie Alberson Patrick Alderdice Lorraine C. Alleman Gregory & Janine Amoroso Craig & Clare Angell Harlan & Amy Asmus Andrew Aubery Sabrina Aubery Craig Auringer Jeffrey Bass Dan & Fran Becque Adele Benâ&#x20AC;&#x2122;Ary Karen Benâ&#x20AC;&#x2122;Ary Tim Bernard Emily Bigley Mike Blower Todd Boever Paul Bolinger Bret & Karen Bonnstetter Ian Bourhill Alan Brackett Doris P. Branch Brian E. Breittholz Brennan Family Foundation Bright Funds Foundation Alvin Brown & Yolanda Ferrell Brown Bethany Brown Ernest A. Brown Kellene Brown Shaun Brown Allyson Brunetti Darren & Sandy Buddemeyer Tom & Georgia Burton Lana Cameron Terry & Karen Casey Michelle Castro Dan Cestare

Beta Sweethearts at the Beta Rose Rededication during the 175th Anniversary and General Convention.

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2014 Annual Report

Kenneth & Nancy Chadderdon

FRIENDS OF BE TA AND PARENTS | OUR SUPPORTERS

Howard & Julie Chait

Brenezza Garcia

Sue Kraft Fussell

Patrick Moersen

Julius & Carolyn Riley

Howard Slepian

Robert & Patricia Charnas

GE Foundation

Leo & Lillian Lagasse

Spencer Montgomery

Ronald Rintala

Cameron Smith

US Bancorp Foundation Jessica Vazquez

Mohammad Chehreghani

Blaine Gerber & Elizabeth King

Clifford Lamb

Leni Moore

Walter Rios

Rachel Smith

Gabriel Villanueva

James & Lucinda Childress

William Larson

Morton Family Foundation

Robert & Carol Smith

Hendrik Vroege

Ronald & Helen Christian

Cassie Gerhardt

Robert & Linda Riter

Randy & Wendi Lauer

Michelle Nack

Catherine Sohor

Bo Wang

Chad & Brenda Cline

Phil Gitomer & Teresa Maone

Mikelle Robinson

Clyde Leach

Darcey Nance

Jeffrey Robison

M. Scott Weaver

Global Atlantic Financial Group

Jennifer Levering

Carolyn Nelson

Bridgette Rodgers

Soros Fund Charitable Foundation

Clifford & Nalda Levy

Richard Nelson

Rose Hills Foundation

Robert Stanton

Paul & Laura Wein

Lawrence Lindawan

Nestle Foundation

Joseph & Shannon Ross

Charles & Hilah Steenrod

Robert Weis Christina Wellhouser

Scot & Tammy Clover ConocoPhillips Company Brett & Jacqueline Cox Rick & Jo Cozby Kevin Crampton Michael & Barbara Dacey

Gary & Lisa Goodrich Jim & Peggy Gorham Dominic Greene Donald & Donna Griffith

Jack & Jeannie-Hsu Wei

Mark & Diane Neubecker

Rocky Rowe

Richard & Kelly Stoltz

Allen & Michele Lowe

Newman Foundation Inc.

Rick & Sandi Ruhmann

Becky & Bill Sullivan

Wells Fargo Foundation

Lubrizol Foundation

Nike

Sharon Ruiz

John Suryan

Irene Wierzbinski Willis North America, Inc.

Steve Longworth

Lumina Foundation

Jenna Noah

Carl & Shirley Rush

Jandi Swanson

Michael Manalo

Nor’Easter Foundation

Judy Sabath

Michael Tallent

Patricia Wiltsch

Peter R. Hanlon

Valerie Mann

Safeway, Inc.

Brad & Jennifer Tandy

Mandy Womack

Philip & Rosemary Harcourt

Chawket Mannai

Northwestern Mutual Foundation

Paul P. Tanico

Steve & Kristi Wong

Larry & Peggy Marlowe

Michael Notarfrancesco

Salesforce.com Foundation

Bruce & Deanna Tannahill

Margery Wood

Nancy C. Hardy

Rachel Westra Marsh

James & Gayle O’Book

Thermo Fisher Scientific

Yitao Yao

Daniel Hartmann

Andrea Martinez

Mark Paladino

Hector Salinas & Lena Abreu

Robert Tigner

Jerry & Teresa Yates

Timothy Hawkins

Frank & Kristie Martinez

Phillip Palmeri

Tony & Laura Tolin

Keith & Mary Claire Yoder

Dadi He

Sylvia Mattle

Johnnie Parmar

Hugh Sanderford Isabelle A. Sawyer

Janet Zand

Brian & Bilinda Matusek

Daniel & Mary Pascale

UBS Financial Services

Lang & Sara Zimmerman

Zeke Dumke

Hewlett-Packard Company

Thomas & Cynthia Schluter

Kathleen Tracy

M. Jeanne Maxwell

Shailendra & Pragna Patel

Sanjeev Udhnani

Cory Zucker

Ashley Dye

John Hirabayashi

Deb McClune

Nicholas & Elizabeth Paul

Gary & Toby Ehrlich

Deidre Hobbs

Bill & Marianne McComb

Jeffrey & Alison Payne

Douglas & Mary Elliott

Wesley McCormack

Sarah F. Penney

Janice Elliott

Martin Timothy & Sandra Holmstrom

Pennington & Company

Russell Schwartz & Dana Cioffi

Van H. Ellis

Byron Hughes

Kraig & Kara McGee

Pepsico Foundation

Terry & Gale Hunt

Christine McGill

Mark & Jennifer Sear

Seven & Sandra Emery

John & Nancy Peterson

Zoe S. Shade

Anne Emmerth & Mike Barta

Philip Ingram

John & Debby McGoff

Robert & Kristine Peterson

Marvin Shapanka

Dianne Esbrook

Noah Israel

Jeff & Debbie McNaul

Ted & Anne Phelps

Michael Shapanka

Fritz Felchlin

Young Hyun Jeong

Cyril & Susan Meredith

Norman & Lori Phipps

Mike & Kim Shea

Pete & Linda Derriell

Joseph & Lisa Johnson

Bernidene Merrill

Phoenix

Shell Oil Company

Mark B. & Louesa Runge Fine

Mark & Penny Johnson

Richard Metts Michael & Kimberly Meyer

Gerald & Cheryl Plush Ray & Lorraine Politano

Mr. & Mrs. Anthony Shelley

Ford Motor Company Compushare

Jeff & Camile Jordan

Cherie L. Michaud Microsoft Matching Gifts

Lori Prats

Sarah M. Shepherd

Andrea Martinez with Rob Gutierrez, Florida International ’11

Thomas & Rebecca Fox

Russ & Tina Sherlock

Susan Kay

Christopher Mills

Stephen Purcell

Robert & Bridgette Minicus

Jack & Catherine Ramage

Greg & Cinda Shumaker

James Misner

Fran Redmon

Donald & Trudy Sickles

Jane Mixer

Jeff & Jeanine Reynolds

Gwynne Simpson

Preston Rich

Joseph & Debra Skoniecki

Deborah Dagostino Dan & Michelle Phipps Mary Kay Davis Lawrence Deford Delta Gamma David & Sarah Dillahunty Michael Dilly DST Systems Inc. Mr. & Mrs. Lindsay A. Duff

Dave & Wendi Frederick Leigh Frye-Prystowsky James & Elizabeth Gamble

Talima & Brenda Gututala John & Melissa Haggerty

William Jolliffe John & Linda Jordan Karen Kellerman Eli Ker Kaitlin Kirk Edward Kirklin Joan Konstad

Kimberley Schmidt Sonia Schultz Thomas & Bernadette Schultz

Uno Restaurant Holdings LLC

he men of Beta Theta Pi continue to impress me on a daily basis with their kindness to others and their commitment to excellence. I’m honored to support your Fraternity because you have embraced me as a Friend of Beta and because the Betas at Florida International University continue to strive for positive change in the fraternal experience. —Andrea Martinez, Friend of Beta

2014 Annual Report

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THIS IS MY

VOLUNTEERS AND STAFF | OUR LEADERSHIP

BETA STORY I

feel indebted to the Fraternity for the mutual assistance I received very early in my time in the chapter at Willamette University. Back in 1954, after my first semester grades came in, these three Beta Greats sat me down for a pep talk: G. Herbert Smith, DePauw ’27 - Former General Fraternity President, General Secretary, Willamette University President and original author of “Son of the Stars.” Mark Hatfield, Willamette ’43 – Governor of Oregon (1959-67), United States Senator from Oregon (1967-97) and number one on the Gamma Sigma rolls. Bob Packwood, Willamette ’54 – United States Senator from Oregon (1969-95).

These men took the time to sit down with me and explain that my 3.0 GPA was not going to be good enough if I expected to meet my declared goal of getting a scholarship to Stanford Law School. Their encouragement and advice helped guide me to making better decisions which changed the course of my life in a very positive way.

OUR LEADERSHIP “T h e B e ta Spi ri t s h ow n by t he se brothers is what m ot i v ate s m e to gi v e back to the Fraternity.”

The Beta Spirit shown by these brothers is what motivates me to give back to the Fraternity. The Beta Leadership Fund makes stories like mine possible on a much larger scale. Today it’s possible for young Betas, who may be as broke as I was back then, to attend leadership training conferences that instill the tools to live better lives and be better men of principle. I know I needed the support of my Fraternity back in 1954, and thankfully the BLF is a great way for all of us to make a difference today... one young Beta at a time. — Doug Houser, Willamette ’57 General Fraternity President Emeritus

FOUNDATION BOARD | OUR L EADERSHIP

he Beta Theta Pi Foundation is a 501(c)(3) public charity created in 1990 to attract and receive gifts to support l eadership and academic opportunities. The 16-member Board of Directors meets semi-annuall y with the Foundation staff and Fraternity Board of Trustees to develop, measure and execute strategies aimed at advancing the work of the Men of Principl e initiative.

VINCENT E. MIKOLAY, BETHANY ’00 SALT LAKE CITY, UTAH Managing Director of Business Outreach and International Trade, Governor’s Office of Economic Development, State of Utah; former Board of Trustees Vice President and Director of Leadership Development, Beta Theta Pi

CHRISTOPHER G. ALTHOFF, KANSAS STATE ’00 CHICAGO, ILL.

JOHN HERMAN, OREGON ’60 PORTLAND, ORE.

MARK A. MUHLHAUSER, WASHINGTON ’00 DEKALB, ILL.

Partner, Invoyent; former Business Analyst for Accenture; former Senior Consultant for Deloitte Consulting; former Management Consultant for Blue Cross Blue Shield; former regional chief for the West Great Lakes, Beta Theta Pi

Strategic Partner for Veber Partners; former owner and CEO of Duffel Sportwear and InSport Activewear; former partner at Danner Shoe Manufacturing; former CEO of Sperry Topsider Apparel; Trustee Chairman of Boys and Girls Clubs of Portland; President of Oregon Sports Authority; Oregon Historical Society Board

Associate Athletics Director and Development/Ma jor Gifts Officer for Northern Illinois University Athletics; former Director of Ma jor Gifts for the Nittany Lions Club at Penn State University; former development officer for the University of Washington; former District Chief of District XXXI, Beta Theta Pi

PETER W. C. BARNHART, MIAMI ’66 WORTHINGTON, OHIO

JOHN M. HILLHOUSE, MISSOURI ’69 CHESTERFIELD, MO.

JOHN M. MUTZ, NORTHWESTERN ’57 INDIANAPOLIS, IND.

Retired Senior Vice President for PNC Financial Services Group; retired United States Air Force Lieutenant Colonel and Ohio Air National Guard; President of the Alpha Chapter House Company; former Administrative Secretary and Board of Trustees Vice President, Beta Theta Pi

Owner of John M. Hillhouse CPA; Retired partner of PriceWaterhouseCoopers; former board member for USO of Missouri, St. Louis Community Foundation and Fair St. Louis; former Zeta Phi Chapter House Corporation Board and Chapter House Reconstruction Committee, Beta Theta Pi

ROBERT S. BEALL, OKLAHOMA ’79 COLLEYVILLE, TEXAS

CHAIRMAN S. WAYNE KAY, VIRGINIA TECH ’73 SAN DIEGO, CALIF.

CEO of Beall Investments, Inc.; Founder of Beall Industries; former Regional Vice President of U.S. Concrete of Houston; former Director of Flotek Industries; co-founder and former chairman of Peoples Bank of Colleyville; Board of Trustees of Spirit of Texas Bank

President & CEO, Wireless Diagnostic Systems; former CEO of s2a molecular, CardioNexus/ Panasonic Healthcare, Response Biomedical, Quidel Corp., Health Industry Distributors Association and SmithKline Diagnostics; National Trustee, Boys & Girls Clubs of America

Senior Vice President of Vining Sparks, IBG, a fixed-income broker/dealer; former analyst, Enron Corporation; former intern, U.S. Department of the Treasury; former District Chief of District XVIII, Beta Theta Pi

KENDALL R. BRYAN, MIT ’88 COUPEVILLE, WASH.

WILLIAM E. LOWRY JR., KENYON ’56 CHICAGO, ILL.

J. WILLIAM ROMERO JR., UNLV ’95 ALBUQUERQUE, N.M.

Vice President of Operations for Hexcel Corporation; former Supply Chain and Customer Service Director, Commercial Director and Marketing and Business Development Leader for The Dow Chemical Company

Assistant to the President, The Chicago Community Trust; former Senior Advisor and Vice President of Human Resources and Administration for The MacArthur Foundation; Board of Trustees at Kenyon College

Director of Annual Giving, University of New Mexico Foundation; former associate at Dartmouth College and UNLV; Officer of local Knights of Columbus and That Many is You! program

ROBERT N. HEALY, MISSOURI ’64 HOUSTON, TEXAS

H. KENT MERGLER, CINCINNATI ’63 STUART, FLA.

TREASURER JOHN H. STEBBINS, EMORY ’92 SMYRNA, GA.

Retired ExxonMobil Research Advisor; chair Exxon Production Research Co. United Way Campaign; University of Missouri Planned Giving Advisory Committee and Dean’s Engineering Advisory Council; former co-chair University of Missouri College of Engineering Development Campaign

Chairman, Northstar Capital Management, Inc.; retired President of Stein, Roe & Farnham, Investment Counsel

Managing Director and CFO of RidgeWorth Capital Management, Inc.; former Audit Manager for SunTrust Banks, Inc.; former General Treasurer of Beta Theta Pi

Chair emeritus of Lumina Foundation for Education; former President of PSI Energy, President of Lilly Endowment, Inc., Chairman of Indianapolis Department of Waterworks, two-term lieutenant governor of Indiana, Indiana State Senator and Indiana State Representative

MATTHEW S. PAYNTER, FLORIDA ’00 CHARLOTTE, N.C.

2014 Annual Report

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BETA THETA PI FOUNDATION

VOLUNTEERS AND STAFF | OUR LEADERSHIP

The purpose of the Beta Theta Pi Foundation is to advance the educational mission and goals of Beta Theta Pi toward the vision of the Fraternity.

CULTIVATION

SOLICITATION

STEWARDSHIP

ADMINISTRATION

(L-R: Cobb, King, Fernandez, Lednik, Brawner, Brant)

BETA FOUNDATION STAFF Jonathan J. Brant, Miami ’75 Foundation Director

L. Martin Cobb, Eastern Kentucky ’96

RECOGNITION

Jeffrey N. Newton, Miami ’77

David E. Schmidt, South Florida ’92 General Secretary

Edward J. O’Malley Jr., Kansas State ’97

Robert L. Schnese, Wisconsin ’83 General Fraternity President

Benjamin M. Swartz, Connecticut ’05

Lynn C. Maddox, Georgia Tech ’64 General Treasurer Scott J. Allen, Minnesota ’95 Theodore S. Haile, Georgia Tech ’75 Bradley W. Kiesling, Westminster ’01 Michael D. Kokkinen, Minnesota ’00

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ADMINISTRATIVE OFFICE STAFF Judson A. Horras, Iowa State ’97 Administrative Secretary Joseph E. Budde, Miami ’06 Director of Business Operations and Finance

Philip S. Fernandez, Miami ’06 Director of Advancement

Laura L. Lednik

Ryan E. King, Southern Illinois ’01

2014 BEST STEWARDSHIP EFFORT

Director of Development

Presented by the North-American Interfraternity Conference Foundation

PROMISES TO KEEP CAMPAIGN CO-CHAIRMEN Thomas D. Cassady Cincinnati ’76

Michael R. Okenquist, Villanova ’94 Cary B. Wood, Purdue ’89

Director of Advancement

Director of Advancement and Communication/Editor Director of Advancement

FRATERNITY BOARD OF TRUSTEES

Matthew J. Brawner, Truman State ’07

Robert T. Grand Wabash ’78

PROMISES TO KEEP CAMPAIGN CABINET R. Ethan Braden, Willamette ’02

Vincent E. Mikolay, Bethany ’00

Michael G. Feinstein, MIT ’82

P. Thomas Purinton, Kansas State ’63

Jeffrey P. Greiner, SMU ’80

Robert J. Schaupp, Lawrence ’51

Douglas G. Houser, Willamette ’57

John H. Stebbins, Emory ’92

S. Wayne Kay, Virginia Tech ’73

David W. Wright, Ohio State ’67

Jeffrey Lieberman, Pennsylvania ’96

VOLUNTEER AMBASSADORS | OUR LEADERSHIP

he Beta Theta Pi Foundation is grateful for the volunteers who serve as advocates for the Beta Leadership Fund. Our Honorary Friend of Beta Chair, Honorary Parent Chairs, Foundation Ambassadors and Sons of the Dragon Club Giving Council are instrumental each year in educating Beta’s constituents on the purpose of the Beta Foundation and enlisting others to support the BLF.

SONS OF THE DRAGON CLUB GIVING COUNCIL Daniel Anderson, Cornell ’15 Garrett Bogar, Washington State ’15 Jordan Daubenspeck, Colorado Mines ’16 Zack Fahey, Southern Illinois ’15 Nick Foggia, Kettering B ’15 Chase Furr, North Carolina ’15 Jack Kalanik, Illinois ’16 Jackson Lisle, Oklahoma ’15 Chris Long, UCLA ’14 Joe McGarvey, Carleton ’16 Luis Molina, Baylor ’15 Andrew Naab, Cincinnati ’15 Tushar Narayan, WPI ’15 Harrison Smith, Auburn ’15 Joel Smith, Idaho ’15 Freddy Vega, UC Irvine ’15 Zack Waldman, Charleston ’15 Nathan Wong, Minnesota ’15 Matt Zahn, George Washington ’15 Frankie Zirille, Indiana ’16

2013-14 HONORARY FRIEND OF BETA CHAIR Catherine Sohor, Director of Fraternity Advancement for Theta Xi Fraternity and member of Theta Phi Alpha Fraternity

BETA FOUNDATION AMBASSADORS Nicholas J. Bastoni, SMU ’13 Jerry M. Blesch, Centre ’60 Andrew Broenen, Cornell ’13 Richard M. Caras, GMI-EMI ’78 Steven Cruz, Florida International ’12 Peter Darrow, Miami (Fla.) ’09 Joshua P. Fairchild, Oklahoma State ’05 Scott C. Fessenden, Miami ’74 Jeffrey M. Flanagan, Rhode Island ’93 MacGregor H. Hill, William & Mary ’04 Garrett H. Hyer, Central Florida ’08 B. Kyle Kerrigan, DePauw ’12 Martin Lewison, Columbia ’88 Daniel E. Martin, Lawrence ’07 Samuel P. Murphey, Truman State ’06 Ryan J. O’Donnell, Wichita State ’98 Don S. Pearce, SMU ’65 Michael E. Reardon, Emory ’11 Richard A. Sabol, Ohio ’77 JB Scherpelz, Miami ’05 Kyle E. Shaner, Eastern Kentucky ’11 Drew Thornsberry, Wisconsin-Oshkosh ’08 M. Scott Weaver, Beta Parent Brian Webber, Loyola Marymount ’09 Todd Wells, General Fraternity Rolls

2013-14 HONORARY PARENT CHAIRS Tom and Georgia Burton with their two Beta sons Harrison (Minnesota ’14) and Charlie (Minnesota ’17)

eta has made a huge difference in my life just in the seven or so months of being an active member. It brings me great pleasure to be able to give back to this great Fraternity, even if it is just in the form of a small donation. — Vincent Fu, Utah ’17

CURIOUS ABOUT SERVING AS A FOUNDATION AMBASSADOR? Each year the Beta Foundation is in need of passionate alumni, undergraduates and Friends of Beta willing to engage others in conversation about the impact of the Beta Leadership Fund. If you are interested in joining a team focused on making a difference for Beta’s undergraduates, contact Director of Advancement Ryan King, Southern Illinois ’01, at ryan.king@beta.org.

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WAYS TO GIVE | OUR GUIDE TO GIVING

THIS IS MY

BETA STORY A

fter completing my freshman year at Stanford University, I had to move east and transferred to the University of Columbia in September of 1949. This proved to be too late to secure a spot in a campus dormitory, so I had to live in a hotel. As a Jewish transfer student, I quickly learned that the Betas at Columbia were the only non-Jewish fraternity on campus that was truly welcoming to me. So, I decided to pledge Beta and was initiated in the spring of my sophomore year. The Beta house became my home for the next two years, and I went on to be elected President of the Alpha Alpha Chapter. I am forever grateful for Beta Theta Pi. I’ve gained outstanding friendships and life lessons that are still with me today. Our Fraternity inspires integrity, industry and responsibility, and our mission inspires the individual to become the best he can be. This is why I’m proud to support the Beta Leadership Fund, as it is enabling and driving that motivation. — Ambassador Eric M. Javits, Columbia ’52

OUR GUIDE TO GIVING “I am fore v e r grateful for B eta Theta Pi. I’v e gai ne d outstanding friendships a nd l i fe l e s s ons t h at are still with me today.”

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WAYS TO GIVE | OUR GUIDE TO GIVING

ONLINE

Giving with your credit card online at betat.org/gift is a quick and secure way to make a contribution to the Beta Foundation. Online, you can make a one-time gift or establish a recurring gift in monthly, quarterly or yearly installments. The Beta Foundation accepts Visa, American Express, MasterCard and Discover.

ESTATE GIFTS/ BEQUESTS

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

For more information or assistance, please contact a member of the Beta Theta Pi Foundation staff at 800.800.BETA.

THROUGH THE MAIL

You can mail a check or credit card gift to the Beta Theta Pi Foundation. The Foundation’s address is:

Beta Theta Pi Foundation P. O. Box 6277 Oxford, Ohio 45056

CORPORATE MATCHING GIFTS

Numerous companies match an employee’s personal donation to non-profit, tax exempt foundations. Visit beta.org for a list of companies affiliated with the Beta Foundation, or ask if your employer participates in a gift-matching program.

APPRECIATED STOCK/SECURITIES

Multiple benefits are realized when using appreciated stock as a means for giving. Our professional staff in Oxford can work with your financial advisor to ensure your stock gift maximizes charitable tax benefits, while also makes a direct impact on Beta’s undergraduates through our award-winning leadership programs.

ENDOWMENTS AND NAMED GIFT OPPORTUNITIES

You may establish a special named endowment fund or other gift naming opportunity to ensure your generosity makes an impact in perpetuity. A pledge of $10,000 or more is required to establish a named endowment fund, and the Beta Foundation can work with you to ensure your named gift meets your intentions.

iving to the Beta Leadership fund is the least I can do. Beta has given me resources and opportunities that will yield lifelong knowledge, including networking, safety instruction and leadership. Beta supports our quest for greatness and does not allow its name to be slandered by those who bear the name but not the values. I owe a special thank you to our Great and Good Fraternity!

— Jake Crouse, Furman ’16 THE BETA FOUNDATION’S TAX ID# IS: 80-0296934

2014 Annual Report

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WAYS TO GIVE | OUR GUIDE TO GIVING

MAKE AN HONOR AND MEMORIAL GIFT Each year, donors make gifts to the Beta Foundation in honor or in memory of a Beta, family member or Friend of Beta. These gifts can be made online or in the mail using the tribute section of the giving form, and the Beta Foundation will contact each individual honored (or a surviving family member) to share the news of your generosity.

Offering a matching challenge gift to alumni, undergraduates, Beta chapters, parents and/or Friends of Beta is a creative and fun way to maximize the impact made by your charitable gifts. If you are interested in challenging others with a matching gift this year, contact a member of the Beta Foundation staff at 800.800.BETA (2382).

Mike Riesberry, Bishop’s ’96, finds his brick in the Beta Walkway. Anne and Wally Sampson Jr., DePauw ’58, exploring the Beta Walkway in Oxford

518

donors ma d e honor /me mo ria l gif ts to t h e B e ta Founda tio n in f is c al year 20 1 4 .

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2014 Annual Report

OFFER A MATCHING CHALLENGE GIFT

PURCHASE A BRICK IN THE BETA WALKWAY More than 7,000 members of the Beta Family have secured their personalized brick in the Beta Walkway located on the beautiful grounds of the Administrative Office in Oxford, Ohio. Many visit Oxford and search for their brick and chapter section, and you can secure your own piece of history (or give a brick to another Beta or Friend of Beta) with a gift of $350 to the tBeta Leadership Fund. Bricks n e w b ric ks we re can be purchased online, over se c u re d in th e the phone or through the mail, B e ta Wa lkwa y in and more information on the Beta Walkway can be found online at fisc a l y e a r 20 1 4 . beta.org/brick.

445

(L-R) Kenyon Betas Nick Gasbarro ’15, and Bryan Jasin ’10

MAKING A DIFFERENCE | OUR GUIDE TO GIVING

WHY GIVE TO THE BETA FOUNDATION? You r C h a p ter ’s 1 3+ offi cers and a d v i s or s n e e d tra i n i n g at Presidents

THE

DIRECT IMPACT OF YOUR GIVING

Aca de my and Ke ys to n e. 3,75 0 m e n will jo i n B eta this ye a r lo o k i n g for s ch o la rship and l e a der s h i p o p p or t unities. 4 2 5 B eta s will s e e k th e teachings of J o h n Wo o de n , P urd u e ’ 32, a t th e Wo o de n I n s t i t u te this year. 9 0 ce n t s of ever y d o lla r l as t

$1,500 JOHN REILY KNOX CLUB GIFT

$35 MONTHLY GIFT

$350 BRICK IN THE BETA WALKWAY

20 CHAPTERS RECIEVE ON-SITE COACHING VISITS

1 EXPERT FOB FACILITATES KEYSTONE

1 GFO ATTENDS THE LEADERSHIP SUMMIT

8 EXECUTIVE OFFICERS TRAINED AT KEYSTONE

$10,000 STOCK OR IRA GIFT

ye a r we n t d i re ct l y to Men of P r i n ci pl e p ro g ra m i n g .

11 4 un a ffili a te d m e n will receive M e n of P r i n ci pl e S ch o larships and co n s i der B eta m e mbeship.

375 + B eta s Will A p pl y for a Tu i t i o n - B a s e d M er i t S chol arship.

“With the principles expressed in our ritual, our Fraternity holds in the palm of its hand the opportunity to help build men of integrity, responsibility and capability.”

$25,000 NAMED FUND

2 CHAPTERS RECEIVE MEN OF PRINCIPLE SCHOLARSHIPS FOREVER

ONE CHAPTER’S 100% SONS OF THE DRAGON CLUB MEMBERSHIP

3 BETAS SPONSORED TO THE GREINER LEADERSHIP COLLEGE

$500 CORPORATE MATCHING GIFT

= 1 BETA RECEIVES

INTERFRATERNAL LEADERSHIP TRAINING AT UIFI

— Sherwood M. Booney, Dickinson ’31 2014 2014 Annual Annual Report Report

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OUR

Beta Theta Pi Foundation Brennan Hall PO Box 6277 5134 Bonham Road Oxford, Ohio 45056

BETA STORY

CONTINUES . . . F Y 1 5 ME N O F P R I N C I P L E NE E D S : • 1 , 9 0 0 + u n d e r g r a d u a te l e a d e r s h i p program sponsorships • 3 0 0 + c h a p te r c o a c h i n g v i s i t s • 1 1 4 M e n of P r i n c i pl e S c h o l a r s h i p s f o r re c r u i t m e n t • 75+ tuition-based Merit Scholarships • 350+ advisors and Genera l F r a te r n i t y O f f i c e r s tr a i n e d

Developing Men of Principle for a Principled Life “No individual who has been found worthy to wear the badge and bear the name of Beta Theta Pi has ever been aught but a better undergraduate, a better alumnus, a better citizen, a better son and a better father for his having lived under the three stars.” — George M. Chandler, Michigan 1898

WWW.BETA.ORG/GIFT On behalf of the Beta Theta Pi Foundation, thank you to all Betas, Friends of Beta and family members who have contributed to the success of Beta Theta Pi!

Change Service Requested

Beta Leadership Fund