Foundation Focus

Amend Elected Foundation President

Matthew M. Amend

(Iowa 1987) was elected the chairman of the Foundation and will serve a two-year term. Matt has served the Fraternity as Chapter President, Field Secretary and Section

Give Appreciated Stock, Avoid Capital Gains

Giving of appreciated stock to the Foundation may be more beneficial to you than giving cash. You can avoid paying capital gains by gifting stock to the Foundation and receive a tax-deduction for the market value of the stock on the day you gift it. Contact Ben Robinson Transferring the stock to the Foundation can be Chief. For the past six years, he has served on the Foundation Board as Vice Chairman, Development Committee Chairman and Finance Committee Chairman. Professionally, Matt leads Strategy and Planning at LyondellBasell of Houston, Texas. Matt’s father, Ralph (Iowa 1952), uncle, Richard (Iowa 1955), and brothers Steve (Iowa 1977) and Dave (Iowa 1981) are Phi Gams. as easy as notifying your broker.

Have a Charitable Gift Fund?

The Foundation can receive gifts from CGFs. You will need our EIN# 52-6036185.

Make a Gift Directly from Your IRA

If you are 70.5 years or older, you can gift up to $100,000 directly from your IRA to the Foundation. You still pay no taxes on the distribution. Matt and his wife, Renee, a member of Chi Omega Sorority, are very supportive of the Greek system. They have three children. Other officers elected to the Foundation Executive Committee, serving two year terms, are: Glenn

D. Moor (Texas Tech

1984), Vice Chairman;

William R. Brand (RPI

1987), Board Secretary;

Kevin Haga (Jacksonville

1992), Finance Committee Chairman; and Kevin J. Hopper (Cincinnati 1973), Executive Committee Member. New Board members are

D. Michael Ainsworth (British Columbia 1987)

and Mitchell Henn (Case Western Reserve 1972). Retiring from the Foundation Board are

Donald J. Herman

(Calgary 1985) and Kevin

J. Hopper (Cincinnati

End of Year Gifts

at brobinson@phigam. org for more information.

1973).

Giving Is Easy

Want to support the Fraternity’s leadership programs, alcohol education, mental health programs and academic endeavors? Online: Give securely online at: phigam.org/Donate. Mail: Send a check made payable to Phi Gamma Delta Educational Foundation using the enclosed envelope. Canada: Visit phigam.org/Canada to give to the Phi Gamma Delta Foundation of Canada.

Gifts to the Foundation are tax-deductible in the United States.

White Star Legacy Society

The White Star Legacy Society recognizes those brothers and families who have chosen to leave a legacy and help shape the future of Phi Gamma Delta through their will or estate plans.

Top Three Ways to Join the White Star Legacy Society: #1 Give a charitable bequest (a percentage or dollar amount) in your will or living trust to the Phi Gamma Delta Educational

Foundation. #2 Name Phi Gamma Delta Educational Foundation as a beneficiary of your assets such as your 401K or other retirement plans upon your passing.

#3 Open a life insurance policy with the Phi Gamma Delta Educational Foundation as the policy owner and cover annual premiums with gifts to the Annual Fund.

Want to Double Your Donation?

We have partnered with Double the Donation to make matching gifts easier. Use the search tool to find out if your employer matches gifts for charitable organizations. If your employer does, it will provide you information on how to request a match. You might even be able to take advantage of this if your spouse’s company participates. Visit phigam.org/MatchingGifts to see if you are eligible!

Leave a TaxDeductible Gift to the Foundation

To leave a tax-deductible gift to the Educational Foundation, consider the following:

“I leave and bequeath unto the Phi Gamma Delta Educational Foundation, Inc. the sum of $___, or ___% of estate (or specific securities or other property). Said Foundation is a non-profit 501(c)(3) corporation (Federal ID # 52-6036185), organized under the laws of the Commonwealth of Kentucky, with administrative offices at 1201 Red Mile Rd, P.O. Box 4599, Lexington, KY 405444599. This gift is unrestricted for general Foundation purposes.”

For estate gift questions and restrictions, please contact Executive Director Ben Robinson, at brobinson@ phigam.org or 859-255-1848 ext. 133.

2019-20 By the Numbers

Chapters & Colonies

133 2010 151 2020

Number of Undergraduates 7,370 2010 10,748 2020 Average Chapter GPA

3.1 Phi Gamma Delta

Scholarships Awarded

976 (#1 in the Fraternity world) $419,501 expense

Leadership/Social Strengths Training 2,149 participants $124,970 expense Alcohol Education & Hazing Prevention 4,307 participants $112,342 expense

Total Granted for All Programs $1,335,041 (scholarship, leadership, alcohol, housing & related expenses)

Fundraising & Management Expenses $539,027

Income/Gifts Received Programming & Operations: $795,365 Chapter Scholarships & Housing: $1,063,671 Investment Income: $1,122,090 Total Received $2,981,126

Day of Brotherhood 2020 399 Donors Gave $87,128 on May 1, 2020

During this past year’s Day of Brotherhood event, we focused on hosting several virtual events to help brothers connect. Here is a look at the number of brothers that participated in our different events throughout the day: • Joined in through Zoom: 319 brothers throughout the day • Participated in Facebook Live

Events: 181 brothers throughout the day • Watched Posted Events on Our

Facebook Page: 6,044 during the entire event • Played Phi Gam Trivia on

Instagram: 700 participants during the hour

*You can access recordings of all the events from the day by visiting www. youtube.com/PhiGamHeadquarters.

Giving Day 2021

Strengthen Our Brotherhood

Last year was a new and challenging experience for everyone, but we were able to come together and celebrate our bonds of friendship and our brotherhood. This year, we will continue to focus on our undergraduate and graduate members. When we all come together we can Strengthen Our Brotherhood by supporting the programs and scholarships offered by the Fraternity and Foundation.

Demonstrate Our Persistence

If the last several months have shown us anything, it is that our members will persist and find a way to accomplish something. Even though the college experience is extremely different right now, our undergraduate members are discovering new ways to connect and achieve the Fraternity experience. We will highlight our members and the ways they have been able to Demonstrate Our Persistence.

Are You Ready to Be a Part of Giving Day 2021?

There are opportunities for everyone to be a part of the event. The most impactful way is to make a donation and encourage brothers and friends to give on May 1, 2021. An easy way to do this is to send an email or post on social media that challenges the people you know to join you in being a donor. Another fun and crucial role is serving as an Ambassador for your chapter or colony. These brothers can help make the event a huge success! Email Duke Murphy at dmurphy@phigam.org or visit phigam.org/ GivingDay to learn more. t