6 minute read
Foundation Focus
Foundation Focus
Brothers Join Foundation Board
Donald M. Heinrich (Chicago 1974) received a BA in economics and an MBA from the University of Chicago. His business career included 12 years in investment banking as a senior vice president at Lehman Brothers and 17 years in the senior management of industrial businesses as a senior vice president of A. O. Smith Corporation and president of two of its subsidiaries. Following retirement in 2013, Don’s emphasis has been on family, friends, and contributing to his local community. A highlight of his life was receiving the Wilkinson Award in 1974 as the outstanding senior in Phi Gamma Delta.
John O’Neill (Akron 1987) is the former president of PCC Airfoils, Inc. after serving 21 years with the company. He earned his bachelor’s degree in accounting and is a non-practicing CPA. Before joining PCC, he worked for Price Waterhouse in the Cleveland, Ohio office. John has served his chapter in various capacities and currently is President of the Akron House Corporation.
End of Year Gifts
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 receiving a tax-deduction for the market value of the stock on the day you gift it. Contact Ben Robinson at brobinson@phigam.org for more information. Transferring the stock to the Foundation can be 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.
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.
Chip McClimans (Western Michigan 1979)
Chip McClimans has included the Educational Foundation in his estate plans.
Leave a Tax- Deductible 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 40544- 4599. 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.
2020-21: What Do the Numbers Tell Us?
Chapters & Colonies
151
2020
148
2021
Number of Undergraduates
10,748
2020
9,924
2021
Average Chapter GPA
3.1
Phi Gamma Delta
Phi Gamma Delta Members Are Satisfied – Despite the pandemic that significantly altered the on-campus fraternity experience, Phi Gamma Delta members are incredibly satisfied with their fraternity experience. Phi Gamma Delta maintains one of the highest satisfaction Net Promoter Scores (NPS) among fraternities in a survey group. Data tells us that our undergraduates have an NPS over 45. Research on NPS suggests that any score over 40 is an excellent indication of customer satisfaction.
Gallup Survey
78%
of fraternity men feel a strong connection to the campus and are more satisfied with their experience versus non-fraternity men.
80%
of fraternity men report excellent to good mental health and well-being compared to non-fraternity men.
83%
of fraternity men report their confidence in their leadership skills increased because of their membership.
Total Granted for All Programs in 2021
$1,459,315
(scholarship, leadership, alcohol, mental health, hazing and housing)
Giving Day 2021
859 Brothers Donated $148,647 on May 1, 2021
The impact of these gifts upon the Educational Foundation and Fraternity allows both to increase their educational programs for all chapters and members. As a result, the Foundation can fund best-in-class programming for the Alcohol Skills Training Program (ASTP), GreekLifeEDU, Hazing Prevention, Behind Happy Faces Mental Health Programming, sexual assault prevention & healthy relationships and Building Courageous Leaders. The effectiveness of these programs is measured through annual surveys and feedback from participants.
Giving Day 2022
Save the Date: Friday, April 29, 2022
Join us again in 2022 as we honor our Phi Gamma Delta experience and provide for future experiences for undergraduates. As an Ambassador for Giving Day, you can play a key role by first giving yourself and then encouraging other brothers to do so using social media and sending emails.
If you serve as an Ambassador, we can help you do both. If you are interested, contact Senior Director of Graduate Engagement Dionysis Protopapadakis at dprotopapadakis@phigam.org or 859-255-1848, ext. 113.
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Phi Gamma Delta Foundation of Canada Awards William H. Gear Scholarships
In October, the Foundation of Canada awarded 53 undergraduate scholarships and four graduate fellowships to brothers. The selection criteria consist of a minimum cumulative GPA of 3.0, a letter of recommendation, and activity in the chapter, on campus and in the community. The awards are $1,000 each. All chapters in Canada were represented in the scholarship awards this year. The scholarship grants are provided through the generosity of brothers who donate to the Foundation, including a generous gift from the William H. Gear (McGill 1956) Trust.
