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Beta Theta Pi FounDation “Coming together is a beginning. Keeping together is progress. Working together is success.” — Henry Ford

CONNECTIVITY

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

2 | Beta Theta Pi Foundation


Table of Contents 4

Chairman's Letter

5

Year in Review

6

Foundation Leadership

7

By the Numbers

8

Leadership Programs

10 Leadership Program Involvement Report Card 12

Named Endowment Funds

14

Merit Scholarships

16 Beta Leadership Fund and Giving Societies

The John and Nellie Wooden Institute for Men of Principle

www.betathetapi.org/gift

38 Parents & Friends of Beta Donor Recognition 40

The Bridge Builder Society

42

Ways to Give

2010 Annual Report | 3


Chairman’s Letter

Year in Review

Foundation Leadership

By the Numbers

Leadership Programming

Dear Brothers, Parents and Friends of Beta:

Profile

Douglas G. Houser, Willamette ’57 Residence: Portland, Oregon Relationship Status: Married: Lucy Anne Latham Houser, Whitman ’60, Delta Gamma Family: Children: Brooks, Brad and Anne Grandchildren: Brooks Jr., Grant, Claire, John Douglas “JD” and Hallie Professionally: Bullivant, Houser, Bailey, Attorneys at Law; Fellow, American College of Trial Lawyers; Director and former General Counsel, Nike, Inc. Interests: Golf, Reading, Fly Fishing, Traveling, Antiquing Personal Goals: Help raise $925,000 for the Beta Leadership Fund in fiscal year 2011. Favorite Quotes: “Don’t give ‘til it hurts. Give ‘til it feels good!” Email: doug.houser@bullivant.com

4 | Beta Theta Pi Foundation

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

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

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

“We can’t go it alone” is the theme for this year’s BLF drive – as it will take the support of Beta alumni, undergraduates, parents and Friends of Beta everywhere if we are to meet the educational demands of our Great and Good Fraternity. I am confident you will enthusiastically answer the call when you receive our personal, electronic and direct mail outreach efforts this year.

It’s also important that we recognize and thank the 3,753 donors who rallied to help the Beta Foundation surpass our $850,000 Beta Leadership Fund goal by contributing $863,268 in FY10. Whether it was the 1,033 undergraduates who joined the Sons of the Dragon Club, the 249 Friends of Beta and Beta Parents who met their matching gift challenges, or the 2,471 alumni who contributed to our cause, the 2010 BLF drive was exciting, humbling, and an all-around team effort. The Foundation’s success this year and the connectivity among those involved is best expressed by the words of Henry Ford: Coming together is a beginning. Keeping together is progress. Working together is success. With our FY11 Beta Leadership Fund drive underway, we must refrain from resting on our laurels and once again tap into the connectivity that all Betas and Friends of Beta share with each other and with Beta’s purpose. Given the continued high

We can’t go it alone brothers and friends, and I thank you in advance for your support! Finally, I would like to recognize our two Foundation Board members who have finished their service this year: Cal Black, Wabash ’66, has completed his term on the Board and the late Garland (Gar) Fritts, Illinois ’52, who passed away in January of this year. Both have been instrumental in providing the resources and leadership necessary to move the educational Foundation forward, and we are grateful for their service. Thanks again to all brothers, parents and Friends of Beta who continue to support the principled development of Betas across North America. You are building the future of Beta Theta Pi, one young man at a time. Yours in ___kai___,

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


Beta Leadership Fund

Year in Review

Developing Today’s Undergraduates for Tomorrow’s Possibilities

Share Foundation Highlights in FY10 • Sponsored and subsidized 1,236 undergraduates to the Fraternity’s eight award-winning leadership programs. • Provided grants to 86 chapters and colonies totaling $43,000 for the Men of Principle Scholarship Grant Program. • Subsidized over 227 chapter visits by staff Leadership Consultants. (averaging more than 2 visits annually per chapter) • Launched the Sons of the Dragon Club – the Foundation’s first undergraduate giving program – which enlisted 1,033 undergraduates and $22,298 for the Beta Leadership Fund.

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

7,076 Undergraduates Like This! Beta Leadership Fund Contributions

$624,512

4,046 Donors

$669,477

$640,576

$721,345

2,679 Donors

Total BLF Contributions - FY10

2,595 Donors

3,247 Donors

$600,000

$22,298 1,033 Donors

$497,011

$500,000

$401,671

2,074 Donors

2,521 Donors

$400,000

FY11 BLF Goals 4,125 Donors $925,000 in Contributions

$863,268

3,753 Donors

$800,000 $700,000

Like!

Beta Leadership Fund

$1,000,000 $900,000

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

$184,759 46 Donors

$64,363 249 Donors

$300,000

FY10 Grand Total $863,268

$200,000

n Staff/Board Members n Beta Alumni n Friends of Beta & Parents n Beta Undergraduates

$100,000 $0 FY04

www.betathetapi.org/gift

FY05

FY06

FY07

FY08

FY09

$591,848 2,425 Donors

FY10 2010 Annual Report | 5


Year in Review

Foundation Leadership

By the Numbers

Leadership Programming

Leadership Report Card

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

Foundation Board of Directors and Staff Chairman Douglas G. Houser, Willamette ’57 General Treasurer Michael G. Feinstein, MIT ’82

Purpose: The purpose of the Beta Theta Pi Foundation is to advance the educational Mission and Goals of Beta Theta Pi toward the Vision of the Fraternity. The Foundation will strive to offer a variety of opportunities for gift support of the Fraternity’s education activities; to communicate these opportunities to members regularly, and to provide the resources necessary to produce an effective and efficient advancement program for the mutual benefit of donors and Beta Theta Pi. History: A 501(c)3 public charity, the Foundation was created in 1990 to attract and receive gifts to support leadership and academic opportunities. The Foundation’s tax ID number is 80-0296934. Leadership: Working with the Foundation staff in Oxford, the Beta Theta Pi Foundation is led by a 15-member Board of Directors, which includes the Fraternity’s General Treasurer. Major Responsibilities: The Foundation is responsible for executing an advancement program that engages Betas and Friends of Beta in the following areas of development: Cultivation Developing lifelong relationships grounded in the Fraternity’s principles

Directors Stephen B. Becker, Florida ’69 R. Ethan Braden, Willamette ’02 Michael J. Dubes, Iowa State ’66 S. Wayne Kay, Virginia Tech ’73 Jeffrey Lieberman, Pennsylvania ’96 Lynn C. Maddox, Georgia Tech ’64 Thomas H. McCasland Jr., Oklahoma ’56 Charles O. McCormick III, Indiana ’72 H. Kent Mergler, Cincinnati ’63 Robert J. Schaupp, Lawrence ’51 Richard C. Spangler III, North Carolina ’71 John R. Stebbins, Emory ’92 David W. Wright, Ohio State ’67 Foundation Director Jonathan J. Brant, Miami ’75 Directors of Advancement L. Martin Cobb, Eastern Kentucky ’96 Ryan E. King, Southern Illinois ’01

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

Director of Development Laura L. Lednik

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

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

The annual Beta Leadership Fund appeal, combined with planned gifts from alumni, undergraduates, parents and friends, allows the Foundation to subsidize current and future educational activities of the Fraternity. 6 | Beta Theta Pi Foundation


Congratulations to Beta’s Newly Chartered Chapters

By the Numbers Share Chapters & Membership Chapters and Colonies Undergraduate Initiates and Pledges Average Chapter Size Average Chapter Size of All Fraternities Chapters Closed Recolonizations/Colonizations

05-06 06-07 07-08 08-09 09-10 123 123 119 118 118 6,726 6,861 6,849 6,907 7,076 55 56 58 59 60 41 42 43 47 TBD 5 7 7 4 4 4 6 4 3 4

Volunteers 05-06 06-07 07-08 Total Number of Advisors 759 767 776 Average # of Advisors per chapter 6.17 6.23 6.52 Chapters with 5+ Advisors 70 78 87 Advisors attending Advisor 157 129 134 Training Conferences General Fraternity Officers attending 64 67 67 The Leadership Summit

08-09 831 7.04 81 226

09-10 799 6.77 98 121

68

44

Academics and Scholarships Men of Principle Scholarship Grants to Chapters Merit Scholarships Awarded by Beta Foundation

08-09 99 $82,175

09-10 86 $82,675

05-06 80 $66,500

06-07 85 $68,975

07-08 90 $83,425

3.101 3.069

Avg. GPA of all Fraternities 2.950

2.984 2.999 3.004

3.008

3.015

3.000 2.950

2.925

2.929

2.900

2.860

Like 100,000+ Betas, Parents and Friends of Beta like this!

2.846

2.850

2.800

2.800 2.750

’97

www.betathetapi.org/gift

2.821

2.820

3.100 3.050

2.920

Avg. GPA of all Beta Chapters

’98

’99

’00

’01

’02

’03

’04

’05

2.750 ’06

’07

’08

John Carroll University Eta Epsilon Chapter University Heights, OH

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

University of Virginia Omicron Chapter Charlottesville, VA

Washington and Lee University Alpha Rho Chapter Lexington, VA

2010-2011 Recolonization Plans

3.150

Beta GPA vs. All Fraternity GPA

Hanover College Hanover, IN August 18 – May 31

University of Michigan Ann Arbor, MI August 7 – June 24

University of Kentucky Lexington, KY September 19 – October 15

University of Denver Denver, CO January 23 – February 11

Centre College Danville, KY February 27 – March 18

’09 2010 Annual Report | 7


Leadership Programming

Leadership Report Card

Merit Scholarships

Named Funds

BLF & Donor Recognition

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

Total number of undergraduates involved in Foundationsponsored leadership programs since the inception of the Men of Principle initiative. UIFI

1,800 1,605 1,600

The Wooden Institute

1,571

1,454

The Beta Wilderness Challenge**

1,400

1,236*

1,200

701

1,060

526

89

800

256

100

100

600

465

400

223

200

7

15

0 1997 8 | Beta Theta Pi Foundation

1998

140

45 27

105 35

7 16 161 39

1999

2000

2001

72

150 23 33

501 184 38 39

546

311

310

182 30 41

208

206

242

51

34

51

2002

2003

2004

101 333

212

87 47

101 49

104 41

107

282

269

304

294

70

72

68

51

2005

2006

2007

The Leadership College

845

908

1,000

42

2008

Futures Quest

557

The Presidents Academy Keystone

99 101 239 89 33

281 11

241

247

25

39

2009

2010

* In 2010, roughly 400 students (representing 39 chapters) were unable to attend the Keystone Regional Leadership Conference due to travel issues caused by extreme winter weather. ** The Beta Wilderness Challenge was discontinued after 2009.


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

Discovering Beta Theta Pi’s True Principles Kirk Leopoldo, San Diego ’13 “For those of you who have yet to attend The Wooden Institute, don’t worry, I won’t spoil anything. But, I will tell you that you have yet to experience what may end up being the most beneficial experience of your Beta career.” Comment • Like

Championing Beta’s Principles for a Better Future Andy Thomas, Wisconsin-Oshkosh ’97 “The Leadership Summit gives our talented volunteer core the ability to make a larger difference within each and every chapter. This program aids us in strengthening the direction of our Fraternity while giving us the concepts and tools to be effective in our roles.” Comment • Like

Tapping Up-and-Coming Leaders to Build the Beta Bridge Brian Guo, Northwestern ’11 “Futures Quest has given me great insight and knowledge to better myself as a Beta, improve my chapter, and improve the entire Greek community.” Comment • Like Check us out on Facebook and see what others have to say. www.facebook.com/betathetapifans

www.betathetapi.org/gift

Connecting “the Beta Spirit” with our Principled Future Johnathan Vanko, Lawrence ’13 “I cannot begin to tell you how grateful I am to have had the opportunity to experience Beta Theta Pi on an international level by attending The Leadership College. I’ve learned what it takes to be a revolutionary leader and I’m more equipped to lead in other areas of life.” Comment • Like

Answering the Call of Principled Leadership Kyle Shaner, Eastern Kentucky ’11 “At The Presidents Academy I learned that I have the opportunity to prove to my campus that fraternities are relevant, and that being Chapter President is more than just a position or a résumé builder.” Comment • Like

Fanning the Flame of Principled Leadership Andrew Verderame, Cal Poly ’13 “As a result of Keystone, my chapter is more open for conversation and more productive in our meetings. Keystone charged our ‘Beta battery,’ and made us eager to make our chapter more involved and more successful.” Comment • Like

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

2010 Annual Report | 9


Leadership Programming

Leadership Report Card

Named Funds

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

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

10 | Beta Theta Pi Foundation

Merit Scholarships

BLF & Donor Recognition

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


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

www.betathetapi.org/gift

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

% 98.3

Percentage of Beta chapters participating in one or more leadership program in 2010.

2010 Annual Report | 11


Named funds

Merit Scholarships

BLF & Donor Recognition

Friends of Beta & Parents

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

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

Leadership Development Funds

Named Endowment Funds The Beta Theta Pi Foundation has been blessed over the years as a result of so many Betas, Sweethearts and Friends of Beta giving gifts for the creation and perpetuation of named endowment funds. These generous gifts were contributed for a variety of purposes, and they all work together to provide for today’s – and tomorrow’s – generation of young Beta leaders. With a long-term investment perspective – one overseen by the Beta Theta Pi Foundation Board of Directors and a cadre of capable investment advisors – these funds continue to grow in value and impact. By official policy, all named endowment funds are subject to the board’s “4% of the 12-quarter average” annual distribution guideline. Calculated each December 31st for the coming year’s fiscal budget, this policy allows for generous distributions from each fund annually, while at the same time emphasizing compounding growth for the benefit of future endeavors of Beta students, leaders and organizational priorities.

12 | Beta Theta Pi Foundation

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

Bridge Builder Society

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

Men of Principle Scholarship Funds

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

Personnel Chairs and Operating Funds

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

Programmatic Funds

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

Merit Scholarship Funds

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


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

www.betathetapi.org/gift

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

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

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

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

2010 Annual Report | 13


Named funds

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

Friends of Beta & Parents

Bridge Builder Society

Founders Scholarships Share

Beta Theta Pi offered 68 scholarships — totaling $82,675 — to undergraduate and graduate student members of the Fraternity as well as sons and daughters of Betas who excelled in the areas of academics, chapter leadership and campus/community involvement. Their achievements and leadership range from officer roles within the chapter, student government and interfraternity councils, to honorary societies such as Order of Omega, Phi Eta Sigma and Golden Key. This year’s scholarship recipients are active in varsity athletics, university-wide organizations and philanthropy. They are often Eagle Scouts, community volunteers, youth coaches and tutors. For more information about next year’s opportunities, visit www.betathetapi.org. Scholarship forms and details will be available on the website in early February. The deadline for submission is April 1. All scholarships will be awarded prior to the 172nd General Convention in Seattle, Washington.

14 | Beta Theta Pi Foundation

BLF & Donor Recognition

Merit Scholarships

The top eight Founders scholarships (pictured below) are endowed by an estate gift of Robert C. Lafferty, Ohio Wesleyan ’28. $2,150 John Reily Knox Memorial Scholarship Thomas H. Chaffee, Kansas State ’12

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

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

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

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

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

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

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

$1,925

Bertram W. Bennett Memorial Scholarship Scott A. Shuffield, Maryland ’12

$1,450

Todd Elias Memorial Scholarship Giacomo Panizzolo, Nebraska ’12

$1,725

Ben C. Rich Memorial Scholarship Zachary J. Gerdes, Louisville ’11

$1,350

Fred A. Seaton Memorial Scholarship Brett A. Basom, Kansas State ’12

$1,700

Frederick Bucholz Scholarship Ryan A. Kennedy, Iowa State ’11

$1,350

Fred A. Seaton Memorial Scholarship Taylor R. Pankratz, Kansas State ’11

$1,650

Horace G. Lozier Memorial Scholarship Jeffrey W. Zapolski, Central Michigan ’11

$1,350

John J. and Elizabeth Rhodes Scholarship Thomas J. McGowan, Kansas State ’12


$1,350

John J. and Elizabeth Rhodes Scholarship Benjamin T. Yunk, Kansas State ’12

$1,350

Thad Byrne Memorial Scholarship Andrew Porter-Price, Connecticut ’11

$1,350

William H. Bates Oxford Cup Scholarship Daniel P. Kaufman, Case Western Reserve ’11

$1,300

John L. Calvert Memorial Scholarship Scott P. Goodson, Georgia Tech ’12

$1,275

Cleveland Alumni Association Scholarship Philip R. Erford, Dayton ’11

$1,275

Cleveland Alumni Association Scholarship Steven F. Profitt, Denison ’12

$1,275

Cleveland Alumni Association Scholarship William C. Worms, John Carroll ’12

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

Total Merit Scholarship Awards

$1,100

John R. Simpson Memorial Scholarship Michael B. Hofmann, Miami ’12

$1,100

John R. Simpson Memorial Scholarship Tyler R. Peters, Miami ’12

$90,000

$1,100

John R. Simpson Memorial Scholarship Douglas C. Wagner, Miami ’12

$80,000

$1,100

John R. Simpson Memorial Scholarship Thomas S. Wiese, Miami ’11

$70,000

$1,100

John R. Simpson Memorial Scholarship Steven C. Young, Miami ’12

$60,000

$1,075

Carl A. Kroch Oxford Cup Memorial Scholarship Devon J. Roehrich, North Dakota ’11

$50,000

$1,050

Douglas J. Neeley Memorial Scholarship Scott E. Forsythe, Kenyon ’12

$1,050

Douglas J. Neeley Memorial Scholarship Matthew C. Lippert, Kenyon ’12

$900

Thomas D. & Karen Cassady Scholarship Eric T. Masters, Cincinnati ’11

$1,050

Steven Craig Merrill Memorial Scholarship Christian R. Dibblee, Virginia ’11

$850

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

$1,025

Douglas W. Hill, Jr. Memorial Scholarship Ian P. Dawley, Florida ’12

$800

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

$1,025

Douglas W. Hill, Jr. Memorial Scholarship Alexander S. Harris, Sewanee ’11

$800

Gupton A. Vogt Oxford Cup Memorial Scholarship Michael J. Consoli, Stevens ’12

$1,025

Douglas W. Hill, Jr. Memorial Scholarship Joshua C. Miracle, Wabash ’11

$750

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

$1,025

James L. Gavin Memorial Scholarship Sean C. Grutzmacher, North Dakota ’11

$750

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

$1,025

James L. Gavin Memorial Scholarship Joseph W. Kelly, Alabama ’11

$725

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

*Number of Merit Scholarships Awarded

$85,000

$83,425 69*

$82,550 66*

$75,000

$66,500 64*

$82,175 65*

$82,675 68*

FY09

FY10

$68,975 58*

$58,900 58*

$65,000

$55,000

$0 FY04

FY05

FY06

FY07

FY08

$1,250

George & June Herpel Memorial Scholarship Nicholas D. Allen, Kansas ’10

$1,250

George & June Herpel Memorial Scholarship Behren D. Aydt, Idaho ’10

$1,250

George & June Herpel Memorial Scholarship Mark D. Epstein, Northeastern ’10

$1,250

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

$1,250

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

$1,200

William C. Scheetz Family Scholarship Joshua M. Doorn, South Dakota ’12

$1,025

James L. Gavin Memorial Scholarship Seth M. Ramey, SMU ’12

$650

Stephen D. Bechtel Oxford Cup Scholarship Hunter A. Haralson, Texas Tech ’12

$1,200

William C. Scheetz Family Scholarship Jason C. Ho, Pennsylvania ’06

$1,025

William W. Dawson Memorial Scholarship James E. Allen, Kansas ’11

$625

Delta Tau Chapter Scholarship David P. Duncan, Florida ’11

$1,175

E. William Palmer Memorial Scholarship Alexander A. Heshmaty, Florida ’12

$1,025

William W. Dawson Memorial Scholarship Valentin Hernandez, Kettering B ’11

$500

H. Hiram Stephenson Memorial Oxford Cup Scholarship Jeremy A. Riesenburger, Florida ’11

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

$1,000

Edward M. Brown Oxford Cup Memorial Scholarship Steven R. Cripe, II, Miami ’12

$500

Hugh E. Stephenson Oxford Cup Scholarship Alexander W. Akers, California, Los Angeles ’11

$1,100

John R. Simpson Memorial Scholarship Matthew M. Bennett, Miami ’12

$1,000

Edward M. Brown Oxford Cup Memorial Scholarship Cameron S. Manders, Miami ’11

$350

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

$1,100

John R. Simpson Memorial Scholarship Christopher J. DeNicola, Miami ’11

$1,000

L. Robert Clough Memorial Scholarship Ryan T. Fairley, South Dakota ’11

$250

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

www.betathetapi.org/gift

2010 Annual Report | 15


BLF & Donor Recognition

Friends of Beta & Parents

bridge Builder Society

Ways to Give

Chairman’s Letter

The Beta Leadership Fund is developing today’s undergraduates for tomorrow’s possibilities Share Annual and Lifetime Giving Societies

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

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

Annual Supporters: Beta alumni, undergraduates, Friends of Beta, parents and family members BLF Gifts Received in FY10: $863,268 (Goal: $850,000) BLF Donors in FY10: 3,753 individuals (2,471 alumni, 249 Friends of Beta & Parents, 1,033 undergraduates) First Time BLF Donors in FY10: 1,322 individuals Sons of the Dragon Club: In FY10 the Beta Foundation launched the Sons of the Dragon Club – the first annual giving club for undergraduates. 1,033 young men joined the club with a contribution of $18.39 or more to the BLF.

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

16 | Beta Theta Pi Foundation


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

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

2010 Annual Report | 17


BLF & Donor Recognition

Annual Giving Clubs (June 1, 2009 - May 31, 2010) Laurel Wreath Club.................... $50,000+ Wooglin Club............................... $25,000

The ___kai___ Club..................... $10,000 Pink & Blue Club......................... $5,000 Grecian Shield Club.................... $2,500 John Reily Knox Club................. $1,500 Beta Grip Club............................. $1,000 Beta Dragon Club....................... $500 1839 Club...................................... $250 Mystic Circle Club...................... $100

Sons of the Dragon Club

Annual recognition is for undergraduates who gave $18.39 or more to the BLF.

Lifetime Giving Societies (G) Old Main Society.....................$1 Million+ (%) Campanile Society............ $500,000 (O) Chautauqua Society ........ $250,000 (t) Diamond Society............... $100,000 (Z) Rose Society...................... $50,000 (&) Founders’ Society............ $25,000 (&) President’s Society........... $10,000 (Y) Loving Cup Society........... $5,000 (%) Beta Society....................... $1,000

The Kai-Tech Club*

*Annual recognition is automatic by making a gift online at www.betathetapi.org/gift.

18 | Beta Theta Pi Foundation


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

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

www.betathetapi.org/gift

2010 Annual Report | 19


BLF & Donor Recognition

Annual Giving Clubs (June 1, 2009 - May 31, 2010) Laurel Wreath Club.................... $50,000+ Wooglin Club............................... $25,000

The ___kai___ Club..................... $10,000 Pink & Blue Club......................... $5,000 Grecian Shield Club.................... $2,500 John Reily Knox Club................. $1,500 Beta Grip Club............................. $1,000 Beta Dragon Club....................... $500 1839 Club...................................... $250 Mystic Circle Club...................... $100

Sons of the Dragon Club

Annual recognition is for undergraduates who gave $18.39 or more to the BLF.

Lifetime Giving Societies (G) Old Main Society.....................$1 Million+ (%) Campanile Society............ $500,000 (O) Chautauqua Society ........ $250,000 (t) Diamond Society............... $100,000 (Z) Rose Society...................... $50,000 (&) Founders’ Society............ $25,000 (&) President’s Society........... $10,000 (Y) Loving Cup Society........... $5,000 (%) Beta Society....................... $1,000

The Kai-Tech Club*

*Annual recognition is automatic by making a gift online at www.betathetapi.org/gift.

20 | Beta Theta Pi Foundation


“Respect your fellow human being, treat them fairly, disagree with them honestly, enjoy their friendship, explore your thoughts about one another candidly, work together for a common goal and help one another achieve it.” — Bill Bradley

www.betathetapi.org/gift

2010 Annual Report | 21


BLF & Donor Recognition

Annual Giving Clubs (June 1, 2009 - May 31, 2010) Laurel Wreath Club.................... $50,000+ Wooglin Club............................... $25,000

The ___kai___ Club..................... $10,000 Pink & Blue Club......................... $5,000 Grecian Shield Club.................... $2,500 John Reily Knox Club................. $1,500 Beta Grip Club............................. $1,000 Beta Dragon Club....................... $500 1839 Club...................................... $250 Mystic Circle Club...................... $100

Sons of the Dragon Club

Annual recognition is for undergraduates who gave $18.39 or more to the BLF.

Lifetime Giving Societies (G) Old Main Society.....................$1 Million+ (%) Campanile Society............ $500,000 (O) Chautauqua Society ........ $250,000 (t) Diamond Society............... $100,000 (Z) Rose Society...................... $50,000 (&) Founders’ Society............ $25,000 (&) President’s Society........... $10,000 (Y) Loving Cup Society........... $5,000 (%) Beta Society....................... $1,000

The Kai-Tech Club*

*Annual recognition is automatic by making a gift online at www.betathetapi.org/gift.

22 | Beta Theta Pi Foundation


50.0%

Fundraising Efficiency Ratio

45.0% 40.0% 35%

35%

24%

23%

35%

35%

35%

35.0% 30.0% 25.0%

20%

20.0% 15.0%

13.8%

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

14.8% 8.8%**

10.0% 4.7%

5.0%

4.2%

0.0% FY06

FY07

Industry Standard

www.betathetapi.org/gift

FY08

FY09

AVG for All Fraternity Foundations

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

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

FY10 Beta Theta Pi Foundation 2010 Annual Report | 23


BLF & Donor Recognition

Annual Giving Clubs (June 1, 2009 - May 31, 2010) Laurel Wreath Club.................... $50,000+ Wooglin Club............................... $25,000

The ___kai___ Club..................... $10,000 Pink & Blue Club......................... $5,000 Grecian Shield Club.................... $2,500 John Reily Knox Club................. $1,500 Beta Grip Club............................. $1,000 Beta Dragon Club....................... $500 1839 Club...................................... $250 Mystic Circle Club...................... $100

Sons of the Dragon Club

Annual recognition is for undergraduates who gave $18.39 or more to the BLF.

Lifetime Giving Societies (G) Old Main Society.....................$1 Million+ (%) Campanile Society............ $500,000 (O) Chautauqua Society ........ $250,000 (t) Diamond Society............... $100,000 (Z) Rose Society...................... $50,000 (&) Founders’ Society............ $25,000 (&) President’s Society........... $10,000 (Y) Loving Cup Society........... $5,000 (%) Beta Society....................... $1,000

The Kai-Tech Club*

*Annual recognition is automatic by making a gift online at www.betathetapi.org/gift.

24 | Beta Theta Pi Foundation


Sons of the Dragon Club Giving Council

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

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

“As the Beta journey teaches us, the success of our Fraternity is dependent upon brothers Building a Bridge for those who follow. Joining the Sons of the Dragon Club is an excellent way for you as an undergraduate to ‘Leave your mark...for the kai.’ ” — Chapter President Fred Myrtle, San Diego ’11 Attention Beta Alumni! If you are interested in offering a matching gift that challenges the undergraduates from your chapter to join the Sons of the Dragon Club, contact Director of Advancement Ryan King, Southern Illinois ’01, by phone at 800-800-BETA or email ryan.king@betathetapi.org. Like!

www.betathetapi.org/gift

2010 Annual Report | 25


BLF & Donor Recognition

Thank you to these Foundation Ambassadors who worked hard throughout the fiscal year to enlist support for the Beta Leadership Fund from their chapter brothers. Their support helped the Beta Foundation raise $863,268 for the BLF in FY10. FY10 Foundation Ambassadors Brad Brown, Oklahoma ’07 Chris Donlon, Carnegie Mellon ’10 Travis Fischer, Minnesota ’05 Seth Freeman, Case Western Reserve ’04 Max Harden, Washington ’09 Todd Mattox, Nebraska ’02 Jim McClanahan, Miami ’60 Brett Rundle, Kansas State ’06 Kevin Widmaier, Georgia Tech ’08

26 | Beta Theta Pi Foundation

180

Numbers of $1,500+ Donors

Special Thanks

John Reily Knox Club Members — $1,500+ Annually 171

170

159

160 150

145 140

140

132

130 120 110 100 FY06

FY07

FY08

FY09

FY10


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

www.betathetapi.org/gift

2010 Annual Report | 27


BLF & Donor Recognition

Annual Giving Clubs (June 1, 2009 - May 31, 2010) Laurel Wreath Club.................... $50,000+ Wooglin Club............................... $25,000

The ___kai___ Club..................... $10,000 Pink & Blue Club......................... $5,000 Grecian Shield Club.................... $2,500 John Reily Knox Club................. $1,500 Beta Grip Club............................. $1,000 Beta Dragon Club....................... $500 1839 Club...................................... $250 Mystic Circle Club...................... $100

Sons of the Dragon Club

Annual recognition is for undergraduates who gave $18.39 or more to the BLF.

Lifetime Giving Societies (G) Old Main Society.....................$1 Million+ (%) Campanile Society............ $500,000 (O) Chautauqua Society ........ $250,000 (t) Diamond Society............... $100,000 (Z) Rose Society...................... $50,000 (&) Founders’ Society............ $25,000 (&) President’s Society........... $10,000 (Y) Loving Cup Society........... $5,000 (%) Beta Society....................... $1,000

The Kai-Tech Club*

*Annual recognition is automatic by making a gift online at www.betathetapi.org/gift.

28 | Beta Theta Pi Foundation


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

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

www.betathetapi.org/gift

“I support the Beta Leadership Fund because without it, I would never have been able to realize the importance of valuesoriented leadership.” — Alex Gardner, Puget Sound ’11

2010 Annual Report | 29


BLF & Donor Recognition

Annual Giving Clubs (June 1, 2009 - May 31, 2010) Laurel Wreath Club.................... $50,000+ Wooglin Club............................... $25,000

The ___kai___ Club..................... $10,000 Pink & Blue Club......................... $5,000 Grecian Shield Club.................... $2,500 John Reily Knox Club................. $1,500 Beta Grip Club............................. $1,000 Beta Dragon Club....................... $500 1839 Club...................................... $250 Mystic Circle Club...................... $100

Sons of the Dragon Club

Annual recognition is for undergraduates who gave $18.39 or more to the BLF.

Lifetime Giving Societies (G) Old Main Society.....................$1 Million+ (%) Campanile Society............ $500,000 (O) Chautauqua Society ........ $250,000 (t) Diamond Society............... $100,000 (Z) Rose Society...................... $50,000 (&) Founders’ Society............ $25,000 (&) President’s Society........... $10,000 (Y) Loving Cup Society........... $5,000 (%) Beta Society....................... $1,000

The Kai-Tech Club*

*Annual recognition is automatic by making a gift online at www.betathetapi.org/gift.

30 | Beta Theta Pi Foundation


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

www.betathetapi.org/gift

2010 Annual Report | 31


BLF & Donor Recognition

Annual Giving Clubs (June 1, 2009 - May 31, 2010) Laurel Wreath Club.................... $50,000+ Wooglin Club............................... $25,000

The ___kai___ Club..................... $10,000 Pink & Blue Club......................... $5,000 Grecian Shield Club.................... $2,500 John Reily Knox Club................. $1,500 Beta Grip Club............................. $1,000 Beta Dragon Club....................... $500 1839 Club...................................... $250 Mystic Circle Club...................... $100

Sons of the Dragon Club

Annual recognition is for undergraduates who gave $18.39 or more to the BLF.

Lifetime Giving Societies (G) Old Main Society.....................$1 Million+ (%) Campanile Society............ $500,000 (O) Chautauqua Society ........ $250,000 (t) Diamond Society............... $100,000 (Z) Rose Society...................... $50,000 (&) Founders’ Society............ $25,000 (&) President’s Society........... $10,000 (Y) Loving Cup Society........... $5,000 (%) Beta Society....................... $1,000

The Kai-Tech Club*

*Annual recognition is automatic by making a gift online at www.betathetapi.org/gift.

32 | Beta Theta Pi Foundation

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

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


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

www.betathetapi.org/gift

2010 Annual Report | 33


BLF & Donor Recognition

Annual Giving Clubs (June 1, 2009 - May 31, 2010) Laurel Wreath Club.................... $50,000+ Wooglin Club............................... $25,000

The ___kai___ Club..................... $10,000 Pink & Blue Club......................... $5,000 Grecian Shield Club.................... $2,500 John Reily Knox Club................. $1,500 Beta Grip Club............................. $1,000 Beta Dragon Club....................... $500 1839 Club...................................... $250 Mystic Circle Club...................... $100

Sons of the Dragon Club

Annual recognition is for undergraduates who gave $18.39 or more to the BLF.

Lifetime Giving Societies (G) Old Main Society.....................$1 Million+ (%) Campanile Society............ $500,000 (O) Chautauqua Society ........ $250,000 (t) Diamond Society............... $100,000 (Z) Rose Society...................... $50,000 (&) Founders’ Society............ $25,000 (&) President’s Society........... $10,000 (Y) Loving Cup Society........... $5,000 (%) Beta Society....................... $1,000

The Kai-Tech Club*

*Annual recognition is automatic by making a gift online at www.betathetapi.org/gift.

34 | Beta Theta Pi Foundation


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

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

www.betathetapi.org/gift

2010 Annual Report | 35


BLF & Donor Recognition

Annual Giving Clubs (June 1, 2009 - May 31, 2010) Laurel Wreath Club.................... $50,000+ Wooglin Club............................... $25,000

The ___kai___ Club..................... $10,000 Pink & Blue Club......................... $5,000 Grecian Shield Club.................... $2,500 John Reily Knox Club................. $1,500 Beta Grip Club............................. $1,000 Beta Dragon Club....................... $500 1839 Club...................................... $250 Mystic Circle Club...................... $100

Sons of the Dragon Club

Annual recognition is for undergraduates who gave $18.39 or more to the BLF.

Lifetime Giving Societies (G) Old Main Society.....................$1 Million+ (%) Campanile Society............ $500,000 (O) Chautauqua Society ........ $250,000 (t) Diamond Society............... $100,000 (Z) Rose Society...................... $50,000 (&) Founders’ Society............ $25,000 (&) President’s Society........... $10,000 (Y) Loving Cup Society........... $5,000 (%) Beta Society....................... $1,000

The Kai-Tech Club*

*Annual recognition is automatic by making a gift online at www.betathetapi.org/gift.

36 | Beta Theta Pi Foundation


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

www.betathetapi.org/gift

2010 Annual Report | 37


Friends of Beta & parents

Bridge Builder Society

Honorary Friend of Beta Profile

FY10 Honorary Friend of Beta: Ashley Dye, Pi Beta Phi Professional Title: Assistant Dean of Students for Fraternity/Sorority Affairs at the University of Illinois Beta Involvement: The Wooden Institute Facilitator (2002, 2004, 2005, 2007, 2008, 2010); The Presidents Academy Facilitator (2007, 2008); The Leadership College Facilitator (2008, 2010) Honorary FOB Responsibilities: Enlisting support for the Beta Leadership Fund from other Friend of Beta volunteers and Fraternity/Sorority Professionals. FOB Volunteer Giving Results: In fiscal year 2010, 58 Friend of Beta volunteers contributed $6,435 to the Beta Leadership Fund which is a 649% increase from fiscal year 2009. Why I Give: “I give to the Beta Leadership Fund annually because Beta’s leadership programs have a profound impact on the undergraduate members who participate.” Comment • Like

38 | Beta Theta Pi Foundation

Ways to Give

Chairman’s Letter

Foundation Leadership

The Beta Theta Pi Foundation is encouraged by the outstanding participation of parents, corporations and Friends of Beta as they support our undergraduate members. In 2010 the Beta Foundation was supported by an Honorary Friend of Beta Chairman and an Honorary Parent Couple. With the help of a $5,000 matching challenge gift by Foundation Director Mike Dubes, Iowa State ’66 and his wife Glenda, 278 Friends of Beta, parents and matching gift companies made gifts to the Foundation totaling $95,599 in FY10. Thank you again to the following friends of the Fraternity who help make our high-quality leadership programs possible. Reginald Achilles Aetna Foundation Michael Alex Jessica L. Allen Nancy Alletto Alston & Bird LLP Altria Employee Involvement Programs Gustavo Amaral Marcia Amstutz Elizabeth Anderson Ted Anderson George Andreae Mildred Armstrong Anne Arseneau Richard & Barbara Ausick Bruce & Elizabeth Backus Lesly Baker Joan Baker-Thompson Peter K. Baldacci Bruce Baloy Bank of America Foundation John Barentine Philip Barile Linda Bartolozzi Reba C. Bayliss Megan Bebb Cathreine Beeckman Ronald & Louise Bennett Harold Bergman Ronald W. Beshear

Marla B. Black Bryce & Kathi Blair Earl Blanks John & Lori Brackett Brian Breittholz Brennan Family Foundation Paul & Connie Brennan Anne A. Brown Sue Brownlee Amy Buch David Buchholz Dan Bureau Joni Burke Raford Bussey, Sr. Gregory Buteyn Joseph & Sharon Cain John & Candace Caley Ann Cameron Lana Cameron Campbell & Campbell Attorneys at Law Capital Group Nancy Cappelmann Michelle Castro Scot Chambers Carl & Dolores Cioffi Albert Clairmont Patrick Clark Gene & Jill Cohn Jackie Collier Christopher & Bonnie Covington

Debbie Cripe Leslie Cunningham Chandra Daffer Robert & Sharon Daggett Lee & Phyllis Davis Kathleen Lis Dean Margaret E. Dudgeon Dan & Patti Duggan Ashley Dye Butch Eader Paul & Lynn Ebsen Craig Eshleman Edward Farrar Leslie Fasone Patricia Fechter Tamara Fedele Nelson Fernandes Mark B. & Louesa Runge Fine Elizabeth Fisher Kerry Fleming Seymour & Jane Fletcher Cindy Flickinger Fluor Foundation Michael & Ivy Foster Ronald W. Frank Gretchen Frey R. Michael Gadbaw Nancy Galdi Michael Garbin Andrea Gaspardino Kovachy Philip Gaudet

GE Foundation Melanie Gee Mark Gehman Roy Geiger John & Justine Gelinas Jaleea George Theodore & Tracy Georgis Cassie Gerhardt Patrick & Karen Gideon Phillip Gil Douglas Goering Steven & Jennifer Goldstein Jason P. Gomez John & Sherrill Gray Stephen & Cathy Green Norma Griffith Linda Gruben Mickey Gunkel Tim & Annemarie Haake Ann Haas Harlan Laboratories, Inc. Mary Hart, MD Marie R. Heed Hewlett-Packard Company Sally Hilkene William Hill John Hobbs William & Vanessa Hoekstra Timothy Holmstrom Kristin Hrynczuk Erin Huffman Intermec Foundation


Honorary Parent Couple Profile

Tom Jackson Sara L. Jahansouz Gregory & Yevette Jessen Megan Johnson Emily Johnston Chris & Patricia Jones David & Vickie Joyce JP Morgan Chase Foundation Daniel Jurgens Kappa Kappa Gamma Sisters of Janet Fryman Mark Keller Margaret Kelly Eli Ker Key Foundation Kimberly-Clark Foundation Inc. Larry & Mary Kimmell Greg King Harold B. King, Jr Edward Kirklin Kirklin and Company Stephen & Susan Kirschner Kassie Kissinger Mark Klein Tim Klitch Gina Kochsiek Mark Koepsell Joan Konstad Gary Kooba Sue Kraft Fussell Cary & Lisa Kravet Jessica Lagrange Carolyn Lanter Steven LaPorta Laura L. Lednik Richard & Susan Lee Leonard, Street & Deinard

www.betathetapi.org/gift

Jennifer Leung Helen Lidstone Hongy Lin Dwayne Littlefield Lubrizol Foundation Katherine Luthey Zuzanna Majcher Bryant Manning Rachel Marsh Brian Matusek Kenneth & Patricia McBride Pat McCallister Christine McGill Andrew & Helen McKinnon Jeff & Debbie McNaul Lindsey Mercer Bernidene Merrill Merrill Lynch & Co. Foundation Microsoft Suzan Mitchell Justin H. Moen Marc Mores Kristin Morgan Morton Family Foundation Ricardo Muñoz Thomas Murray William R. Nelson Eric Norman Northwestern Mutual Foundation Kelly C. Opipari James M. Patell Marilyn Patterson Kyle Pendleton Pepsico Foundation Andrea Petersen Philip & Beth Petti Pfizer Foundation

Phelps Dunbar LLP John W. Phillips Steven Phillips Terry Phillips Pi Beta Phi Fraternity Ken Poppe Progressive Insurance Foundation Joshua David Purcell Quad Graphics Dawn K. Quane John & Nancy Quicke Christine Quisenberry Ann Reese Betty Reinecke Jerry Reis Barbara F. Reyle Clete & Ellen Rheinlaender Linda A. Rigdon Anella Riggs Caitlin Roberts Gary Rodmaker Amanda Rodriguez Paul Rosasco Paul & Christina Ryskiewich Safeway, Inc. Joseph & Robin Salvato David Schafer Kimberly Schmidt Paul & Beth Schmitz Meghan Scott Scripps Howard Foundation Kathy Shaner Elizabeth Shorts Alexander Shusko Michael & Susan Silverman Lindi Smedberg Bill Smith Joseph Smith

Robert Smith Matthew Snook Thomas Spencer Gordon Sprouse Jenna Spurrier Joseph S. Stacey Charles & Hilah Steenrod Morris B. Stephens Thomas Stephens Chuck & Linda Stewart Todd C. Sullivan Julie Swain Dorothy W. Taggart Scott Taylor Paul & Elizabeth Tedman Mary E. Tharp Thrivent Financial for Lutherans Foundation Robert Tigner Unilever United States Foundation Megan Vadnais Corinne Vega Michael VonderHeide Wachovia Foundation Laura A. Wagner James H. Warsaw Todd Wells Janet Wilder John Winkelman Linn Winterbotham Gary Wisniewski Eric Wolf Erika Wolford Xcel Energy Foundation Vincent & Milissa Yevins

FY10 Honorary Parent Couple: Lee and Phyllis Davis Children: Son – James, Mississippi ’10; Daughter – Alexa (Phi Mu). Professional Background: Lee is a Lieutenant Colonel in the Mississippi Air National Guard and Phyllis is a Special Education Teacher at Pearl Public School District. Sorority Involvement: In 2009-10 Phyllis served as National Vice President of Membership Development for Delta Zeta Sorority and as National Panhellenic Area Advisor for the National Panhellenic Conference. Honorary Parent Couple Responsibilities: Enlisting support for the BLF from all Beta parents. Parent Giving Results: In fiscal year 2010, 161 parents/family members contributed $49,293 to the Beta Leadership Fund. Why We Give: “The fraternal bonding, leadership opportunities, social networking, time management, motivation and ‘out of the classroom’ education provided by the Beta experience are priceless. These life skills will carry over into the adult years and enhance the marketability of a young man in the workplace. We give to the BLF because it is an investment in our son’s future and the future of the young men who will follow after him.” Comment • Like

2010 Annual Report | 39


Friends of Beta & parents

Bridge Builder Society

WAys to give

Auburn

Duke

Kansas

Ball State

East Carolina

Kansas State

Roderick B. Hastie ’82 Randy D. Phillips ’79

Bethany

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

Bowling Green

George D. Patrick ’62

British Columbia

James M. Strilesky ’72 Alan G. Young ’70

Brown Purpose: The purpose of The Bridge Builder Society is to recognize those who have chosen to leave a legacy for the future of Beta Theta Pi through their will or estate plans. Types of Gifts: Bequests, life Insurance policies, charitable remainder trusts, charitable gift annuities, living revocable trusts, other retirement plans Number of The Bridge Builder Society Members: 185 individuals (181 Betas, two Beta widows, and two Friends of Beta) Comment • Like “. . . There followeth after me today A youth whose feet must pass this way. This chasm which has been naught to me To that young man may a pitfall be. He, too, must cross in the twilight dim. Good friend, I am building this bridge for him.” — Miss Will Allen Dromgoole, The Bridge Builder

Bruce M. Lloyd ’69

California, Irvine

Christopher C. Ogilvie ’80

California, Los Angeles Walter A. Chenoweth ’52

Carnegie Mellon

Kenneth K. Humphreys ’59

Case

Charles R. Hollis ’67

Central Michigan

Thomas C. Olver ’98

Centre

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

Cincinnati

Thomas D. Cassady ’76 Thomas F. Cole ’60 H. Kent Mergler ’63 William L. North ’63

Clemson

Bryant Blakeslee ’06

Colgate

Bruce S. Fein ’84

Thomas U. Todd, MD ’54 D. Kirk Little ’82 Adam J. Scarboro ’06

Eastern Kentucky L. Martin Cobb ’96

Emory

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

Florida

Christian S. Bauer ’66 Stephen B. Becker ’69 Edward B. Knight ’38 Gary W. Leech ’70

Florida State

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

Georgia Tech

J. Peter Labouisse ’64 Lynn C. Maddox ’64 Edwin C. Rodgers, Jr. ’66

GMI-EMI

Louis A. Corsiglia ’55 David J. Hogan ’74

Hanover

Richard P. Ellenberger ’58 Sangkook Han ’60

Idaho

William I. Jordan ’69

Illinois

E. Loren AufdenKamp ’48 Gant Redmon ’59

Indiana

Dartmouth

J. Philip Goddard ’67 Charles O. McCormick, III ’72

Denison

Neal J. Brower ’90

Thomas H. Gillaugh ’46 George M. Brown, Jr. ’60

DePauw

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

40 | Beta Theta Pi Foundation

Chairman’s Letter

Iowa

Iowa State

Michael J. Dubes ’66 John M. Guernsey ’52 Judson A. Horras ’97

Lloyd L. Kirk ’55 Paul R. Attwater, III ’83 H. James Bartels ’43 Robert S. Hoisington ’79 R. William Manning ’80 James H. Porter ’64

Foundation Leadership

Minnesota

Scott J. Allen ’95 Bertram G. Leach ’52

Mississippi

William B. Lipscomb ’65

Missouri

Knox

William H. Bates ’49 Carl E. Bolte, Jr. ’51 Charles E. Brown ’61 John P. Huston, Jr. ’49 Richard F. Kammerer ’80 Robert W. McKinley ’66 Ford R. Nelson, Jr. ’64

Lawrence

Michael G. Feinstein ’82

Kenyon

Fredrick J. Holdridge ’50

Kettering A

Matthew J. Lepkowski ’97 Merle E. Minks ’39 David J. Schnackenberg ’90

Lehigh

John N. Roper, Jr. ’34

Louisville

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

Lynchburg

Charles W. Warner ’87

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 James T. Neef ’53 Jeffrey N. Newton ’77 Jonathan B. Scherpelz ’05 John M. Sommer ’53 Robert D. Wertz ’61

Michigan

James R. Denbo ’63 Donald G. DiPaolo, Ph.D. ’78 Roger S. Helman ’89 William P. Johnson ’57 Joseph E. Salata, Jr. ’78

Michigan State

Robert A. Cook ’62

MIT

Nebraska

Burton W. Folsom ’49 Paul W. Hyland ’49 R. C. Mead ’65 William E. Thompson ’65 Randolph A. Walling, Jr. ’61

Northwestern

Berry Conner, Jr. ’52 Leroy A. Glasner, Jr. ’49 Paul R. Gudonis ’76 Gary H. Rusk, MD ’65 Robert W. Scholler ’48

Ohio

Richard H. Brown ’65 Richard E. Griffin ’65 J. Burton Mayes ’39 Jeffrey A. Radomski ’81

Ohio State

Kenneth K. Feinthel ’55 C. Nelson French ’47 James S. Summers ’40 Daniel J. Westerbeck, Jr. ’67 David W. Wright ’67

Oklahoma

John H. Coker, Jr. ’72 Christopher H. Pierce ’75 Lee B. Thompson, Jr. ’54


Estate Gifts Received in FY10 Oklahoma State

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

Oregon

Morris A. Arntson ’59 Darrell R. Clark ’77 William R. Crist ’68 Glen A. Holden ’51

Penn State

John S. Musser, II ’50 James B. Smith ’50

Pennsylvania

George C. Matteson, Jr ’50 Bruce H. McLoud ’51 William W. Watkins, Jr. ’53

Purdue

John U. Graham ’40 Howard R. Meeker, Jr. ’48 Robert G. Pitcher ’45 John E. Young ’56

Rutgers

Kenneth J. Grispin ’70

San Diego State

Patrick M. Hidalgo ’91

South Dakota

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

South Florida

David E. Schmidt ’92

Washington

Southern California

Brandt M. Norquist ’61 Richard E. Phenneger ’58

Syracuse

Raymond S. Tomassene ’51

Louis D. Gabelic ’51

George C. Heidel, Jr. ’56

Texas

T. Hardie Bowman ’72 Michael R. Eubank ’83 James A. McMullen, III ’54 Wade H. McMullen ’79 George M. Minot ’56

Texas Tech

R. Dean Stalcup ’71

Toronto

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

Utah

Sherman A. Smith ’36

Virginia Tech

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

Wabash

Robert T. Grand ’78 Samuel H. Hildebrand, II ’61 Thomas A. Klingaman ’52

Washington & Jefferson Washington in St. Louis Ferdinand Del Pizzo, Jr. ’58 Harold W. Duke, Jr. ’59 Robert L. Harmon ’49

Washington State Guy D. Perham ’50

Wesleyan

John K. Easton, Jr. ’58

West Virginia

185 living Bridge Builder Society members* Type of Estate Gift Number Confirmed Bequests 123 Life Insurance 41 Charitable Remainder Trusts 14 Charitable Gift Annuities 11 Retirement Plans 5 Living Revocable Trusts 2 Total 196* *Several members have made the Foundation beneficiary of multiple types of estate gifts.

www.betathetapi.org/gift

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

Thomas J. Gulliford ’68

Western Ontario

John R. Birkett ’65 Douglas M. Reid ’58

Western Reserve

Thomas A. Lipton ’63

Westminster

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

Wichita State

Robert M. Smith ’67 Tim J. Watt ’80

Willamette

Douglas G. Houser ’57 Jon A. Steiner ’63

Williams

Types of Estate Gifts

Share

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

Jeremy S. Davis ’56 Gilbert L. Klemann, MD ’34

Comment • Like

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

Robert W. Stafford, Iowa State ’46

Wisconsin

Friends of Beta

Ronald W. Beshear Lindsey Mercer Alberta I. Shattuck, widow of Robert C. Shattuck, Denver ‘26 Dorian Beck Trauger, widow of Walter M. Trauger, Ohio ‘38

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

2010 Annual Report | 41


Friends of Beta & Parents

Bridge Builder Society

Ways to Give

Chairman’s Letter

Foundation Leadership

“It is the greatest of all mistakes to do nothing because you can only do little - do what you can.” — Sydney Smith Ways to Give Giving back to Beta Theta Pi is one of the finest traditions of our Fraternity. Undergraduates, alumni, parents, and Friends of Beta answer the call each year by providing the resources that support leadership and scholarship opportunities for today’s young Betas. Your support of the Beta Theta Pi Foundation, a 501(c)(3) public charity, advances our mission of developing men of principle for a principled life. Cash or Check: This is one of the most popular methods for making a donation to Beta Theta Pi. The Foundation’s address is P.O. Box 6277, Oxford, Ohio 45056. Credit Card: Beta Theta Pi accepts Visa, American Express, MasterCard and Discover. This method can be used for a one-time contribution or in monthly, quarterly, or yearly installments. Appreciated Stock/Securities: Multiple benefits are realized when using appreciated stock as a means for making a gift to the Beta Theta Pi Foundation. Our professional staff in Oxford can work with you and your financial advisor to make a gift of this nature, which can benefit the Foundation’s award-winning leadership programs, while at the same time provide you a charitable tax-benefit. Corporate Matching Gifts: Numerous companies match an employee’s personal donation to non-profit, tax exempt foundations. Visit www.betathetapi.org for a listing of companies affiliated with the Beta Foundation, or ask if your employer participates in a gift-matching program.

42 | Beta Theta Pi Foundation

Endowments and Memorials/Tributes: The Beta Theta Pi Foundation can establish a special endowment or memorial gift in perpetuity to meet your personal intents and estate plans. Please contact the Foundation for details. Online: Giving online at www.betathetapi.org/gift is the quickest way to make a contribution to the Beta Foundation. Online you can make a one-time gift or establish a reoccurring gift in monthly, quarterly, or yearly installments. Planned Gifts/Bequests: Consider a gift of personal assets through your will. The Foundation will work with you and your estate planner in designing a planned gift that meets your short and long-term financial goals. Planned gifts include but are not limited to cash, bonds, stock, securities, personal property, retirement plan assets and insurance policies. For more information or assistance, please contact the Beta Theta Pi Foundation at 800-800-BETA or email our staff: Foundation Director Jonathan J. Brant jonathan.brant@betathetapi.org Directors of Advancement L. Martin Cobb martin.cobb@betathetapi.org Ryan E. King ryan.king@betathetapi.org Director of Development Laura L. Lednik laura.lednik@betathetapi.org


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

www.betathetapi.org/gift

2010 Annual Report | 43


We can’t go it alone . . . Beta Leadership Fund

Developing today’s undergraduates for tomorrow’s possibilities

. . . and with your help, we won’t have to. On behalf of the Beta Theta Pi Foundation, thank you to all Betas, Friends of Beta and family members who have contributed to the success of Beta Theta Pi! Beta Theta Pi Foundation Brennan Hall 5134 Bonham Road Oxford, Ohio 45056-1429 Change Service Requested

Non Profit Org US POSTAGE

PAID MCL


Foundation Annual Report 2010