Foundation Program Guide_2021 Edition_Rev 9.8/2021

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What does the Psi Upsilon Foundation Do? The Foundation is our 501c3 educational non-profit which supports the Fraternity’s Highest Moral, Intellectual, and Social Excellence values through a range of programs and grants. SCHOLARSHIPS The Undergraduate Scholarship Program now in its 62nd year of awarding merit and need based scholarships to active undergraduates in any chapter or owl club. Equal to the financial purse to offset costs of their education is the honor bestowed on these young men and women who serve as exemplary members within our chapters and communities. In 2019 the Foundation expanded to offer Graduate scholarships to brothers from all chapters. 2 0 2 0 G RA DU AT E S C H OL ARS H IP W I N N E R S

A look at 2020... ♦ ♦ ♦ ♦

30 SCHOLARSHIP WINNERS 43 BROTHERS WROTE 55 RECOMMENDATIONS AVERAGE GPA OF 3.478 GRANTS THIS YEAR RANGED FROM $500-$3,635

Lorenzo Lindo, Zeta Zeta ‘19 (University of British Columbia)

Julia Denniss, Gamma Tau ‘19 (Georgia Institute of Technology)

Don Nguyen, Epsilon Nu ‘20 (Michigan State University)

Christina Del Carpio, Chi Delta ‘11 (Duke University)

A PPLIC A T ION S OPE N : N OV E M BE R 1 S T R E C IPIE N T S A N N OU N C E D : FE BR U A R Y 15 T H

SOCI AL IMPACT FELLOWSHIP The Social Impact Fellowship Program provides professional development for emerging leaders who show dedication and promise - either professionally or as a volunteer - to a cause for the common good. The tailored program for each of these distinguished young professionals advances their career through coaching and a stipend for skills development. •Skills Development Stipend - Identify and engage with a professional development opportunity using the stipend money budgeted. Fellows can use this money for a conference, class, coach, or other resource for individual development as a professional. •Round Table Discussions - To bond the cohort together and learn from each other, we will convene virtual round-table discussions during the year. The topics will be tailored to, and format designed for, the interests of the group and industry leaders invited as guests to moderate the discussion. •Executive Coaching - Fellows have the opportunity to work individually and in a group setting over a 4 month period with renowned leadership coach Lance Miller, Epsilon Nu ’80. •Chapter Discussion - Fellows will speak to their chapter undergraduate brothers (and interested alumni) sharing their journey and career trajectory. This offer a chance to encourage service and cause with younger brothers.

A P P L I C A TIONS OPEN: JULY 17 T H DEA DL I N E: S EPT EMBER 15 T H

Nominate a brother at https://psiu.org/social-impact-fellowship/#nominate http://www.PsiU.org/social-impact-fellowship/

[2021 edition] R E V 9. 8 . 2 0 2 1


SPEAKER SERIES Both in-person and virtual, the Speaker Series shares the best of the achievements of brothers in the wide range of industries and specialties from coast to coast. Our virtual program is FREE to all brothers.

The Psi Upsilon Foundation presents

VIRTUAL

SPEAKER SERIES

https://www.youtube.com/user/PsiUpsilon

A look at 2020...

Sharing the best of our brotherhood

♦ 14 CHAPTERS REPRESENTED BY 17 SPEAKERS ♦ 563 INDIVIDUAL REGISTRATIONS ♦ 35 “SUPERUSERS” ATTENDED 3 OR MORE

♦ 41 ♦ 14

2020 AVERAGE ATTENDEES

SPEAKER SERIES EVENTS

Some of our 2020 speakers... Tom O’Brien, Pi’ 83, (Syracuse University) -President, Weather Group Television Rhoden Monrose, Beta Beta ’09, (Trinity College) -Founder & CEO at CariClub Dr. Ken Ball, Eta ’82, (Lehigh) -Dean, Volgenau School of Engineering at George Mason University Dr. Barbara Hendrie, Kappa ’80, (Bowdoin College) -Director for North America for the UN Environment Program Harlan Coben, Gamma ’84, (Amherst College) -Author & Independent Entertainment Professional

DEEP DIVE DISCUSSIONS The Gilrane Economic Symposium and FishFund Venture Summit are special annual panel discussions with Charleston rules of candid perspectives within the Speaker’s Series to unite industry leaders in person and be simulcast for brothers beyond. The Symposium, named in honor of long-serving Foundation board member Patrick Gilrane, Psi ’83, is underwritten by a fund established in his honor. The FishFund Venture Summit is an exciting new opportunity pioneered by Joeseph Cillo, Delta ‘61, in 2021 for Psi U brothers to learn and engage in entrepreneur ventures.

2021: NEW YOR K T R IST A T E A R E A , D E C E M BE R 9 T H

PUBLICATIONS

Leadership Beacon focuses on our Social Impact Fellows and brothers working for a better society (October)

The Review newsletter provides donor updates and profiles

The expanded Annual Impact Report provides recap and information on our Programs (February)

Reflections: Journal of Psi Upsilon History New publication about Brothers and history of Psi Upsilon (April)

The Legacy newsletter provides information about our planned giving program

Scholarship Beacon focuses on our scholarship recipients (June)

We have a revitalized Publications Program with printed editions for Founder’s Society members and universally accessible digital versions of all publications. The range of publications explore the achievements of our Brothers and expansive impact of the Foundation’s programs. Deepen our content by submitting your in-depth articles and research into our history or profiles of accomplished brothers. https://PsiU.org/publications


LEADERSHIP EDUCATION Leadershiip Institute and Archon’s Academy Undergraduate and Alumni leaders build skills to lead their chapters through a suite of tools such as Archons Academy, Leadership Institute and our professional Chapter Services staff who counsel our brothers each day. We hope and plan that in 2022 our Archons’ Academy will be in person and give our chapter leadership the ability to interact with one another integrating what we learned this year about the benefits of meeting with so many officers. We will continue to host virtual opportunities to compliment in person experiences going forward. We are also extremely proud and thankful to all our brothers who participated in the 27th Archons’ Academy during January – our undergraduate leaders were thoughtful, engaging, and sincere with their care for Psi U.

HISTORY & ARCHIVES The History & Archives Committee collected research and published a journal of new historical information about brothers of Psi Upsilon. The committee also traveled to Indianapolis in June to work on the archives and craft policies around its maintenance. For those unfamiliar with the archives, they currently occupy several rooms at the International office and contain material dating back to the founding of Psi Upsilon. The archives have grown over time through both strategic acquisitions and alumni donations. This committee is tasked with preserving our physical archives, but also with considering and creating new ways to share them with our brothers. Digital Archives and enhanced multimedia presence like digital publication hosted on our upgraded Issuu account and embedded in Psi U.org, video editing, and YouTube Channel makes Psi U content from the generations available to our brotherhood through a FREE digital platform.

♦ ♦

PUBLISHED REFLECTIONS: HISTORY JOURNAL JUNE ARCHIVES RESEARCH CONFERENCE WEEKEND

PLANNED GIVING The Schoepflin Society is a recognition circle for those who have named Psi Upsilon as a beneficiary in their will, estate plan or other planned gift. The Society is named for Paul H. Schoepflin, Pi 1912 (Syracuse), whose bequest made him one Psi Upsilon’s largest benefactors. Members of the society receive a variety of honors throughout the year with special invitations, communications and distinctions at events they attend. The Schoepflin Society sponsors an annual installment of the Speaker Series sharing best practices for Estate Planning & Planned Giving with speakers. This year Charles M. Hall ESQ, Nu Alpha ‘71 (Washington & Lee University), Gamma Tau ’91 (h.) and Jay Mather, Tau ‘00 (the University of Pennsylvania) shared their insight. Members of the Society also enjoyed recieving a book discussion with a Psi Upsilon author. This year we read “A Stranger at the Door” by Jason Pinter, Xi ’03 (Wesleyan). https://www.psiu.org/plannedgiving


Gifts GiftsofofStock: Stock:

Gifts of Cash Cashor & Credit Credit Card: Card: Gifts Online: Online:

You can can make make gifts gifts to to the the Foundation Foundation through through the the You web at at https://psiu.org/psi-upsilon-foundation/give/ https://psiu.org/psi-upsilon-foundation/give/ web Gifts of giving Cashsiteoris completely Credit Card: The online online giving secure and and all The site is completely secure, all your your information is kept private and safe. Online: information is kept private and safe. You can make gifts to the Foundation through the By Phone: web at https://psiu.org/psi-upsilon-foundation/give/ By Call Phone: the International office Monday through Friday The online giving isoffice completely secure, all your Call the International Monday through 9am-5pm at (317)site 571-1833 extension 102.andFriday 9am-5pm atis(317) Ext.102. information kept 571-1833 private and safe.

By Mail:

By Mail: By Phone: Send us a gift or a completed pledge card from a recent

Send usInternational ayou’ve gift orreceived. a completed pledge card from a recent mailing Your pledgethrough will be booked Call the office Monday Friday upon receipt and acknowledgement to you. mailing you’ve received. Your pledgewill willbe besent booked upon 9am-5pm at (317) 571-1833 Ext.102. receipt and acknowledgement will be sent to you.

By Mail:

Youcan cantransfer transferstock stocktotoPsi theUpsilon Foundation. You Psi Upsilon pleaseDirector contact Bethann Please contactFoundation, Bethann Taylor, of Administration atof bethann@psiu.org. Taylor, Director Administration at We will provide Gifts you with of our Stock: Fidelity Investment account details. bethann@psiu.org We will provide you with You can transfer stock toaccount the our Fidelity Investment details. Psi Upsilon Foundation, please contact Bethann Taylor, Director of Administration at bethann@psiu.org We will provide you with our Fidelity Investment account details.

Send us a gift or a completed pledge card from a recent mailing you’ve received. Your pledge will be booked upon receipt and acknowledgement will be sent to you.

StretchYOUR Your GIVING Giving By STRETCH BYJoining JOINING Our Frequent FLYERS Flyers Club OUR FREQUENT CLUB Frequent Flyers Monthly Giving

Frequent Flyers Monthly STRETCH YOUR GIVING BYGiving JOINING Shortcut Sheet OUR FREQUENT ShortcutFLYERS Sheet CLUB Give just $153 a month to reach

Frequent Flyers Giving ♦Garnet Give just $153 aMonthly month toatreach Founders Society $1,833 Founder’s Society at $1,833 Shortcut Sheet Garnet Give just $83 a month to reach ♦Gold GiveFounder’s just $83 a month Societytoatreach $1,000 Gold GiveFounder’s just $153Society a month reach at to $1,000  Give just $21 a Society month toatreach Garnet Founders $1,833

♦Bronze Give just $21 a month toatreach Founders Society $250

Bronze Give just $83 a month Founder’s Societytoatreach $250 Society Recognition attained will

Founder’s Society at $1,000 ♦Gold Recognition attained beSociety actualized at the end of thewill year

beGive just $21 month to the reach actualized at athe end of year Bronze Founders Society at $250

Society Recognition attained willdecal & Frequent Flyers receive special

Annual Psi Upsilon Founder’s Society Recognition Annual Psi Upsilon Founder’s Society Recognition

The Schoepflin Society is aisrecognition circle for those whowho have The Schoepflin Society a recognition circle for those named Upsilon as a beneficiary in their will, estatewill, planestate or have Psi named Psi Upsilon as a beneficiary in their other The Society is named H. for Schoepflin, planplanned or othergift. planned gift. The Societyfor is Paul named Paul H. The Schoepflin is abequest recognition circle for who have Pi Schoepflin, 1912 (Syracuse), whose made him onethose Psi Upsilon’s PiSociety 1912 (Syracuse), whose bequest made him one named Psi Upsilon asMembers a beneficiary their will, estate plan orof largest benefactors. of theinsociety receive a variety Psi Upsilon’s largest benefactors. Members of the society other planned gift. The Society is named Paul H.with Schoepflin, honors throughout the year with special for invitations, communicareceive a variety of honors throughout the year special Pi 1912 (Syracuse), whose bequest made him one Psi Upsilon’s tions and distinctions events they attend. We are bolstering invitations, communications and distinctions atatevents they attend. We are bolstering largest benefactors. the society receive a variety of thesea refreshing offerings this yearprogram with aofrefreshing the program which these offerings this year with of Members the which weofhope will encourage honors throughout the year with special invitations, communicawemore hopebrothers will encourage more brothers to join this meaningful group. Additional creative to join this meaningful group. Additional creative planned giving vehicles tions distinctions at events they available attend.Society. We are bolstering planned giving vehicles have been added toavailable the suite of the options in the Schoepflin have been added to the suite ofand options in Schoepflin these offerings this year with a refreshing of the program Society. The foundation is appreciative of those who take the opportunity to truly a The foundation is appreciative of those who take the opportunity to truly makemake a which we hope will encourage more brothers to join this meaningful group. Additional creative difference in the lives of future generations of Psi Upsilon brothers. difference in the lives of future generations of Psi Upsilon brothers. planned giving vehicles have been added to the suite of options availableoror incontact the Schoepflin Visit https://psiu.org/psiu-upsilon-foundation/give /planned-giving/ President Visit https://psiu.org/psiu-upsilon-foundation/give /planned-giving/ contact Society. The foundation is appreciative of those who take the opportunity to truly make a and Chair, Alexander Senchak, Eta ‘06, at asenchak@psiu.org President and Chair, Alexander Senchak, Eta ‘06, at asenchak@psiu.org difference in the lives of future generations of Psi Upsilon brothers. Visit https://psiu.org/psiu-upsilon-foundation/give /planned-giving/ or contact President Honor aa Brother’s Brother’s Legacy Legacyin inPsi PsiUpsilon: Upsilon: Honor and Chair, Alexander Senchak, Eta ‘06, at asenchak@psiu.org

be actualized at the end of the year listing for their participation in this program in addition to other benefits per giving society level. Frequent Flyers receive special decal & listing for their participation in this program recurring gifts are a Monthly recurring in addition to other benefits per giving great way to to spread out payments society level. spread out payments on an Annual Annual Fund Fund pledge. pledge. Donors Donors can place monthly or quarterly gifts can place recurring monthly orgifts quarterly Monthly are a gifts on a credit card for automatic on a credit for out automatic great way tocard spread payments processing. ItIt isis aa great great way way to to spread processing. on an Annual Fund pledge. Donors your generosity throughout the distribute your generosity throughcan place monthly or quarterly gifts whole year and allows you to reach outathe whole allows you to on credit cardyear for and automatic one of the upper society levels with processing. is a upper great way to spread reach one ofIt the society levels a budgeted amount of your spending. your with generosity a budgetedthroughout amount of the your whole year and allows you to reach spending. one of the upper society levels with a budgeted amount of your spending. Double Your Gift using your Corporate Matching Gift Program: 18 million people are working for the thousands of companies match Double Your Gift that using yourgifts to non-profits organizations. The Foundation Corporate Matching Gift Program: can help you submit the documentation to help 18 million people are working for the maximize your gift today. thousands of companies that match gifts to See if your company has a corporate match non-profits organizations. The Foundation can DoubleTheDonation.com/psiufoundation help you submit the documentation to help maximize your gift today. See if your company has a corporate match DoubleTheDonation.com/psiufoundation

There isis the the special special opportunity opportunity to to honor honor brothers brothers and and memorialize memorialize their their legacy legacy with with aa named named award, award, scholarship scholarshipor orprogram programsupport. support. Set Set up up within within the the There Foundation’s endowment, a fund of at least $50,000 in tax-deductible gifts and pledges establishes a named award or program in perpetuity with agreed upon Foundation’s endowment, a fund of at least $50,000 in tax-deductible gifts and pledges establishes a named award or program in perpetuity with agreed upon criteria. Groups of brothers may raise the funds from class-mates. To learn more about this and other opportunities within the Foundation, visit criteria. aGroups of Legacy may raise the from class-mates. To learn more about this and other opportunities within the Foundation, visit Honor Brother’s in Psi Upsilon: https://psiu.org/psi-upsilonfoundation/give/ ororcontact President Senchak, Eta ‘06, https://psiu.org/psi-upsilon-foundation/give/ contact Presidentand andChair, Chair, Alexander Senchak, Eta ‘06,atatasenchak@psiu.org asenchak@psiu.org There is the special opportunity to honor brothers and memorialize their legacyAlexander with a named award, scholarship or program support. Set up within the

Foundation’s endowment, a fund of at least $50,000 in tax-deductible gifts and pledges establishes a named award or program in perpetuity with agreed upon criteria. Groups of brothers may raise the funds from class-mates. To learn more about this and other opportunities within the Foundation, visit https://psiu.org/psi-upsilon-foundation/give/ contact President and Chair, Alexander Senchak, Eta ‘06, at asenchak@psiu.org President & Chair Director oforMember Engagement Donor Relations Manager Director of Administration Alexander Senchak, Eta ‘06 asenchak@psiu.org Direct: (973) 464-5654

Jonathan Chaffin, Gamma Tau ‘00 Direct: (404) 207-6565 jonathan@psiu.org

Renee Beck Office: (317) 571-1833 Ext.105 renee@psiu.org

Bethann Taylor Office: (317) 571-1833 Ext. 102 bethann@psiu.org

President & Chair Director of Member Engagement Donor Relations Manager Director of Administration Alexander Eta ‘06 Jonathan Chaffin,Contributions Gamma Tauare ‘00tax deductible to theRenee Taylor to The Psi Upsilon Foundation. The Psi Senchak, Upsilon Foundation is a 501(c)(3) charitable organization. extentBeck allowed by law. Checks and securities should beBethann made payable Direct: (404) 207-6565 Office: (317) 571-1833 Ext. 102 asenchak@psiu.org Office: (317) 571-1833 Ext.105 jonathan@psiu.org Direct: (973) 464-5654 renee@psiu.org bethann@psiu.org


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