An official publication of Pi Beta Phi Foundation for donors and special friends
SPRING 2013 VOL. 4, NO. 1
Helping Dreams Come True Foundation Donors Make Scholarships and Fellowships Possible for Members Donors to the Foundation changed the life of Ohio Kappa Victoria Roser, a recipient of the Sign of the Arrow Melissa Scholarship. The scholarship is awarded to incoming seniors with outstanding community service, and with so many exceptional candidates this year, Victoria is one of three recipients of the scholarship.
Ohio Kappa Victoria Roser is a recipient of the Sign of the Arrow Melissa Scholarship.
“My gratitude for this opportunity cannot be stated in the two simple words: thank and you,” Victoria said. “You have given me the freedom to pursue my dream career of helping others and gain an unparalleled education at the University of Cincinnati. I am so grateful.”
In all, more than 120 lives were changed when the 2013–2014 scholarship awards were announced. The Foundation will award $324,900 in scholarships and fellowships for the upcoming academic year. This is the largest amount in Foundation history. As the cost of higher education increases, the ability of our members to earn academic degrees continues to be challenged. Foundation donors play a key role in ensuring our members can achieve their academic goals without having to worry about the financial strain. The Foundation received 400 completed scholarship applications from members with outstanding academic and service records. Of all the applicants, 31% will receive a scholarship. Our goal is to ensure every deserving applicant receives a scholarship, and this year we made more progress thanks to your continued support. The Foundation would also like to thank Trustee Mary Rakow Tanner and the scholarship committees for their dedication and work reviewing every member application. A complete list of scholarship recipients can be found on Page 6 and on the Foundation’s website at www.pibetaphifoundation.org
INSIDE Executive Director Letter 2 Putting Your Gifts to Work 3 Preserving our Heritage 4 Pi Beta Phi in Pictures
News & Notes 8
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From the Executive Director My Dark Secret After more than 20 years working as a professional fundraiser, I’ve developed a bit of a dark secret. We spend a lot of time at Pi Beta Phi Foundation, naturally, raising money. We have our direct mail and parent programs. We visit with donors and explore new Educational Area Grant Program Teri Chadwick and Foundation Trustee Jan Kincaid Clifford, Indiana Delta, partnerships. We work with chapters and alumnae organizations to at the 2011 Convention help them see the value in making their gifts to the Foundation. We emphasize the critical role our Evelyn Peters Kyle Society and Marianne Reid Wild Society donors have in helping us do more for Pi Beta Phi and its members. And, we try to find members who will join these donors in making commitments to Pi Phi. My dark secret is this: as much as I enjoy meeting members and donors and doing the fundraising work, the best part of my job is when we give the money away. Foundation Trustee Jan Clifford says the best day of the year is when we award scholarships, and she’s exactly right. In addition to scholarships, every Emma Harper Turner Fund grant, and every grant to support Read. Lead. Achieve.®, Holt House or a leadership program for the Fraternity runs a very close second. Thanks to you, we get to experience the joy of giving throughout the year. My deepest hope is that we’ve done a good job of connecting how your gifts of support translate into real impact for real people. You won’t always meet the scholarship and Emma Harper Turner Fund recipients, or the children served from grants to Read. Lead. Achieve., but we hope you know your dollars have made a tangible difference every day, to someone. So maybe that’s not a dark secret so much as it is a very pleasant ying to the yang that is this business of fundraising. Either way, it’s truly a privilege to steward your gifts toward such impactful ends. THANK YOU for making that possible!
Teri Chadwick, CFRE
Tribute Gift Listings Available Online Thank you to all of the Pi Phis, families and friends who have supported the future of our sisterhood with gifts made in tribute to sisters and loved ones. Because of the increased number of tribute gifts and the rising costs of printing, tribute listings will now be available on the homepage of our website. Please visit www.pibetaphifoundation.org to see a scrolling list of tribute gifts made between February 1–April 31, 2013.
Putting Your Gifts to Work In addition to scholarship awards, this spring the Foundation provided grants to support Pi Phi’s heritage, philanthropies and future leaders. Below are just a few of the grants you made possible with your gifts, along with a brief explanation of their impact. Together we are preserving the past, honoring the present and working toward the future. Read. Lead. Achieve. Literacy Initiatives: $72,000
• Champions are Readers® (CAR) $40,000 – CAR is Pi Beta Phi’s own reading enrichment program designed to develop early reading habits. This grant will provide updates to the program, ensuring it aligns with national standards for education, maintains its overall effectiveness and remains relevant to Pi Phi’s membership. To date, more than 30,000 children have been impacted by the CAR program.
• First Book $25,000 – Through innovative programs, First Book and Pi Beta Phi are committed to bringing new books to children from low-income families. This grant supports a member-led Backpack Build at the 2013 Convention to benefit 1,000 children in need in the San Diego area.
• Arrow in the Arctic $7,000 – Pi Phi’s Canadian Philanthropy, Arrow in the Arctic, supports literacy in Canada’s Northern library systems, where illiteracy is high and many children are often home schooled because of extreme weather and long distances. This grant will strengthen the libraries’ resources and boost literacy rates through new books, reading kits and staff support.
Holt House: $15,000 The Foundation remains committed to the historic preservation of Pi Phi’s founding home, which today remains a vital part of the community. This grant will provide needed renovations for the curator’s office and a bathroom. Undergraduate Interfraternity Institute (UIFI) and Interfraternity Institute (IFI) Scholarships: $5,100 UIFI is a premier leadership development experience for Pi Beta Phi members. The five-day institute challenges attendees to improve themselves, their chapters and fraternal communities. IFI is a vehicle for the development of leadership, citizenship, intellect and positive relationship among college students. This grant provides 10 scholarships to these institutes. Arrowmont® School of Arts and Crafts: $495 Dedicated in 1970, Arrowmont has become an internationally recognized visual art education center, preserving the arts and crafts of the Smoky Mountains. This grant will send a deserving artist for a course of study at Arrowmont in July.
Investment Committee Update The Foundation’s assets are held at Wells Fargo Advisors. A key partner for Wells Fargo in the management of Foundation funds has been Henry A. Wilmerding III, primary investment advisor for the Foundation. Earlier this spring, Mr. Wilmerding left Estabrook Capital for Williams, Jones & Associates. The Foundation’s Board of Trustees elected in March to change investment management firms from Estabrook Capital to Williams, Jones & Associates to maintain its advising relationship with Mr. Wilmerding, who has served the Foundation since 1998. A new contract was completed in March with no cost to the Foundation. This change ensures the Foundation’s portfolio will continue to receive detailed time and attention. All Foundation assets remain held with Wells Fargo Advisors. Thank you, as always, for investing in the future of Pi Beta Phi. Should you have any questions, please don’t hesitate to contact the Foundation at email@example.com or (636) 256–1357.
Page page 44
Marianne Reid Wild Society Kansas Alpha Marianne Reid Wild was the first Pi Phi alumna to name the Foundation as the primary beneficiary of her estate. She left an incredible legacy for future generations of Pi Phis. Today, more than 90 members have established a planned gift with the Foundation. A Planned Gift: 1. Reflects your values and what is important to you
Preserving our Heritage A Missouri Beta’s legacy lives on at Holt House Missouri Beta Maxine Kruth Elkington loved Pi Beta Phi. It was an organization that gave her great friendships and fond memories she would cherish until her passing. Maxine loved many things about Pi Phi, especially Holt House. Early on, Maxine decided she wanted to help preserve Pi Phi’s founding home, so in 1993, she wrote a letter to the Foundation about her plans.
2. Allows you to experience the joy of giving and making a difference 3. Reduces the pressure on family and loved ones 4. Can provide tax advantages Planned Giving Options: 1. Bequest in your will or estate document 2. Beneficiary designation of an IRA, life insurance policy, retirement plan or charitable trust 3. Charitable remainder trust For more information about planned giving, contact Development Director Jenny Miller Pratt, Indiana Alpha, at (636) 256–1357 or firstname.lastname@example.org
Maxine had included the Foundation as a beneficiary in her will and designated her Foundation gift to support Holt House. Maxine wanted to ensure Pi Phis would be able to visit the home and honor its heritage for years to come. Maxine passed away late in 2011, and this year the last details of her estate have been settled. Maxine’s planned gift totals more than $140,000 for Holt House. It’s a true expression of her love for her sisterhood. “We are thrilled Maxine had such a fondness for Holt House,” said Illinois Theta Cheri Raber Patterson, Holt House Committee Chairman. “We treasure Pi Phis who want to keep Holt House as a shining beacon of our beginning, and to do that through a planned gift is even more special. We are truly grateful for her generosity.” Maxine’s legacy lives on at Holt House and for future generations of Pi Beta Phis.
The Bow Spring 2013 Vol. 4, No. 1 Page 5
Pi Beta Phi in Pictures – Halo Happenings This spring, the Foundation launched a new series of events called Halo Happenings, with the first kick-off event in Denver. Attendees enjoyed light refreshments, met the Foundation’s Board of Trustees and learned how their annual alumna dues and donations are making a difference. Members also brought new books to donate to Children’s Hospital Colorado. Keep an eye out for information on a Halo Happenings event near you!
1. Wyoming Alpha Dana Russell Carlsen and Fraternity Grand President Mary Loy Tatum, Oklahoma Beta 2. Florida Gamma Alison Moore; Foundation Trustee Jan Clifford, Indiana Delta; and Leadership Development Consultant Shannon Winter, California Kappa 3. Fraternity Housing Corporation President Lyn Arnot Clark, Texas Alpha and Susan Landreth Fry, Texas Delta 4. Colorado Alpha Lisa Gamel Scott; Texas Beta Chrissie Travers Mollenkopf; and Foundation Trustee Karen Sulley Thorn, Nebraska Beta 5. Foundation Trustee Karen Consalus Price, Missouri Alpha; Colorado Delta Suzette Thompson Farrar and Foundation Executive Director Teri Chadwick. 6. Indiana Alpha and Foundation Development Director Jenny Miller Pratt with Indiana Alpha Helen Lahrman For more photos and updates from the Foundation, like us on Facebook at www.facebook.com/pibetaphifoundation
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2013â€“2014 Scholarship and Fellowship Recipients UNDERGRADUATE SCHOLARSHIPS
Adele Collins Mason Scholarship Caitlin Kramer, Oregon Alpha
Adrianna Bachan Memorial Scholarship Sarah Wood, California Gamma Alabama Beta Meg Ingram Memorial Scholarship Haley Hatchell, Alabama Beta Andrea Armstrong Shultz Scholarship Colette Martin, Virginia Epsilon Ann Gordon Trammell Scholarship Katherine Parker, Texas Gamma Annette Mitchell Mills Scholarship Kaitlyn Flagg, Alabama Alpha Arizona Alpha Scholarship Cayley McLean, Arizona Alpha Arkansas Alpha Scholarship Caroline Crigger, Arkansas Alpha Mary McNulty, Arkansas Alpha Betty Blades Lofton Scholarship Jen Wetzel, Indiana Gamma California Scholarship Holly Pysell, California Gamma California Eta Angel Scholarship Tiffany Lind, California Eta Carol Inge Warren Scholarship Maeva Recchia, North Carolina Beta Carolyn Pavletich Lesh Scholarship Rachel Gazda, Texas Delta Catherine Hauser Woodson and Cheryl Woodson Scholarship Livia Guadagnoli, Alabama Beta Dallas Alumnae Club/Ann Dudgeon Phy Scholarship Kristyn Jones, Texas Beta Mackenzie Naert, Connecticut Beta Dorothy Lewis Crudup Memorial Scholarship Jessalyn McAlister, Oklahoma Beta Dorothy Nelson Hunter Memorial Scholarship Chelsea Barnett, Mississippi Alpha Alexandra Venetos, Ohio Alpha Evelyn Semenza English Scholarship Abigail Fitzgerald, Vermont Beta
Foundersâ€™ Day Scholarships Megan Bowser, Michigan Alpha Hailee Burke, Indiana Theta Taryn Cheek, Mississippi Alpha Melissa Ertl, Wisconsin Alpha Kristina LaBarre, Nebraska Gamma Kaitlin Mack, Ohio Kappa Nicole Sulima, New Mexico Beta Ann Watercutter, Ohio Alpha Frances H. Hofacre Minnesota Alpha Scholarship Emma Contreras, Minnesota Alpha Amber Schwab, Minnesota Alpha
Jo Miller Lybrook Rudicel Scholarship Katherine Romer, Indiana Beta Johnanna Zournas Scholarship Lacy Blake, Texas Gamma Joyce Wherritt Bowers Scholarship Katharine Bracale, Pennsylvania Epsilon Judy Boucher Chamberlain Scholarship Alex Savas, Illinois Theta Kansas Alpha Scholarship Quincey Adams, Kansas Alpha
Frances Hall Comly Scholarship Shakira Milton, Illinois Eta
Kansas Alpha House Corporation Scholarship Amanda Rixey, Kansas Alpha Elizabeth Tampke, Kansas Alpha
Fred and Virginia Hannum Scholarship Rachel Pavey, California Beta
Katherine Willms Flippo Scholarship Zoe Schiffer, California Beta
Friendship Fund Scholarships Rachel Blanks, Louisiana Beta Olivia Boyle, Ohio Lambda Bridget Chavez, New Mexico Alpha Carly Docter, Nebraska Gamma Landon Eggleston, Oklahoma Alpha Siri Erickson, Washington Gamma Candace Farrer, Louisiana Beta Rachel Gargir, Wisconsin Delta Phoebe Hicks, Missouri Gamma Rachel Miller, Oklahoma Beta Kelsey Orr, Nebraska Gamma Erin Scanlan, Oklahoma Beta Paige Spangler, D.C. Alpha Brittany Taylor, Ohio Kappa Katlyn Whelan, Kentucky Alpha Shayln Wismer, Illinois Zeta
Lauren Rousseau Memorial Scholarship Alicia Kapusta, Florida Epsilon
Harriet Rutherford Johnstone Scholarship Danique Gigger, Washington Gamma Isabel Mulholland Cramer Scholarship Sara Eiferman, California Gamma Phoebe Hono, California Gamma Kiana Otsuka, California Nu
Lou Ann Montgomery Carter Scholarship Melanie Olson, Oklahoma Alpha Louisiana Alpha Triple M Scholarship Stormy Good, Louisiana Beta Miriam J. Ledyard Memorial Scholarship Hannah Sauce, Indiana Delta Missouri Alpha Scholarship Haley Hummer, Missouri Alpha Julia Schroer, Missouri Alpha Nancy E. McCroskey Scholarship Kristen Fischer, Kansas Beta Nebraska Beta Scholarship Jessie Hopson, Nebraska Beta Nebraska Gamma Scholarship Gabriella Jude, Nebraska Gamma New York Delta Scholarship Nicole Jibrine, New York Delta
Jane Porter Warmack Scholarship Lauren Bartlett, Mississippi Alpha
New York Zeta Scholarship Hailee Pelland, New York Epsilon
Jane Turner Campbell Scholarship Paige Tenkhoff, Missouri Alpha
Ohio Beta Scholarship Elizabeth Seguin, Ohio Beta
Jenny Goodpasture Stiegler Memorial Scholarship Kaley Uptergrove, Oklahoma Beta
Oklahoma Alpha Scholarship Crystal Hoover, Oklahoma Alpha
Jo Ann Minor Roderick Scholarship Nikole Hilbert, West Virginia Alpha
Oklahoma Beta Scholarship Shae Godsey, Oklahoma Beta Erika Southerland, Oklahoma Beta
Jo Marie Lilly Scholarship Rachel Reed, Massachusetts Gamma
Oregon Gamma Scholarship Audrey Mechling, Oregon Gamma
Texas Delta Scholarship Kaely Johnson, Texas Delta
Orpha Oâ€™Rourke Coenen Scholarship Melanie Henry, Indiana Delta
Phoenix Alumnae Club Scholarship Cailey Hale, Arizona Beta
Undergraduate Scholarship Fund Scholarships Bridget Adams, Ohio Epsilon Sydney Alexander, Florida Epsilon Julie Campbell, Illinois Eta Elizabeth Harris, Michigan Alpha Cecilia Lorenz, Nebraska Gamma Gina Rossitto, Pennsylvania Eta Kristy Shelley, Mississippi Alpha
Ruth Barrett Smith Scholarship Katie Sweeney, North Carolina Alpha
Patty Hill Davidson Scholarship Carly Biddle, Indiana Gamma Peg George Houston Scholarship Katie Kahl, Colorado Epsilon
Ruth Trinkle Read Scholarship Lindsey Lanning, Ohio Beta Sarah Ruth Mullis Scholarship Alison Novak, Wisconsin Alpha Sign of the Arrow Melissa Scholarship Julia Kuchman, California Beta Samantha Lint, Virginia Eta Victoria Roser, Ohio Kappa Susan Crane Kyle Indiana Beta Scholarship Lisa Bourbeau, Indiana Beta
Meghan Short, Indiana Zeta Corinne Hammond Gray Fellowship Alexandria Cipolla, Connecticut Alpha Allison Rixey, Oklahoma Alpha Jacqueline Tran, California Eta Elsie Lantz St. Cyr Graduate Fellowship Kristin Leone, Louisiana Alpha Graduate Fellowship Holly Filak, Colorado Gamma Aparna Kumar, Illinois Beta-Delta
Joanie Arnold Graduate Fellowship Katie Bosworth, Kentucky Beta Caitlin Kissee, Missouri Gamma Past Grand Presidents Memorial Graduate Fellowship Alexandra Adams, Connecticut Beta Hayat Bearat, Arizona Beta Merrell Harmon, Kansas Beta Kaitlin Marquis, Kansas Alpha Eryn Olesinski, Ohio Kappa Kelsey Unruh, Mississippi Gamma Kristin Wempe, South Dakota Alpha
ALUMNAE CONTINUING EDUCATION (ACE) SCHOLARSHIPS ACE Scholarship Tracy Dice, South Dakota Alpha Sarah Fies, Illinois Iota Jennifer Mandeville, Virginia Theta Ashley Zimmerman, Colorado Epsilon
Adele Collins Mason ACE Scholarship Lindsey Klavitter, Utah Alpha Barbara Anderson Blake ACE Scholarship Stephanie Cooper, California Mu
NONPROFIT ORG. U.S. POSTAGE PAID St. Louis, MO Permit No. 81
1154 Town & Country Commons Drive Town & Country, Missouri 63017
Board of Trustees President Kathy Swinea Nevill, Tennessee Gamma Vice President Development Jan Kincaid Clifford, Indiana Delta Vice President Finance Karen Consalus Price, Missouri Alpha Secretary Karen Sulley Thorn, Nebraska Beta Trustees Beth Seidelhuber Sordi, California Kappa Mary Rakow Tanner, Maryland Beta Beth Torres, Illinois Zeta Ex-Officio Mary Loy Tatum, Oklahoma Beta Lyn Arnot Clark, Texas Alpha President Emerita Ann Dudgeon Phy, Texas Alpha
Foundation Ambassadors Council Alumnae Regions Kristie Gill Callahan, California Theta Laurie Hoskins, Iowa Alpha Ruth Walsh McIntyre, South Carolina Alpha Kim J. OBrien, Ohio Zeta Leigh Mossman Pauling, Texas Delta Amy Wasserman Tatro, Arizona Alpha
News & Notes
Collegiate Regions Daphney Rose Bitanga, California Eta Sherrie Pendley Liebsack, Idaho Alpha Hannah Ruth Muehlbauer, Indiana Gamma Emily Nicholson Richmeier, Tennessee Delta Julie Wightman Taylor, Texas Beta Mary Alice Classen Tinari, North Carolina Beta Hayley Ann Zimmerman, Oklahoma Beta
Meet the Foundation’s Summer Intern Kaelah joined the Foundation on May 16 as Summer Intern. She works on a number of special projects and assists with administrative duties at Headquarters. Kaelah will attend convention with the Foundation team in June.
Name: Kaelah Fordyce Chapter: Connecticut Alpha From: Phoenix, Arizona Major: Business Finance Year in School: Incoming Senior Pi Phi Offices Held: Vice President Fraternity Development Campus Activities: Beta Alpha Psi Honors Finance Fraternity, Huskies Away from Home and the Sign Language Club Happy Quote: “I am honored to be working with the Foundation and look forward to being Angelica’s sidekick at convention in San Diego!”
Executive Director Teri Chadwick, CFRE Programs & Operations Director Betsy West McCune, Missouri Alpha Development Director Jenny Miller Pratt, Indiana Alpha Finance Director Deanna Szydlowski Marketing & Communications Manager Jill Pampel Foundation Assistant Trisha Deehring, Illinois Theta