Bot orientation 2010

Supporting the Heart of Sigma Kappa

Lead • Educate • Inspire

It Started as a Promise.It Started as a Promise.

Sigma Kappa FoundationSigma Kappa FoundationTrustee OrientationTrustee Orientation

Lisa Fedler SwiontekLisa Fedler SwiontekExecutive DirectorExecutive Director

(317) 381-5530 direct(317) 381-5530 [email protected]@sigmakappa.org



A Promise Sigma A Promise Sigma Kappa Kappa

is making to…is making to…

136 years of sisterhood 155,000+ members worldwide 230 collegiate & alumnae chapters Uphold the values of friendship, loyalty,

personal growth and service



Orientation OverviewOrientation Overview

Nonprofit Environment Organizational Structure

Board Expectations Strategic Plan & Goals

Communications Entity Relationships Governance Fundraising Leadership Operations

Questions



The Non-Profit The Non-Profit EnvironmentEnvironment

Greek Alphabet Soup North-American

Interfraternity Conference Foundation (NICF) THE Foundations Seminar Institute for Greek

Advancement NIF AFP CFRE NCPG TFRS Greek Retreat

More than One Million Nonprofits

Sources of Income 84% Individuals 10% Foundations 6% Corporations

Uses of Income 75% Religion 27% Education 18% Health 17% Human Services 11% Arts & Culture 10% Social Benefit 3% International 17% Gifts to Foundations*

*based on allocations, more than 100%



Sigma Kappa Foundation Sigma Kappa Foundation 501(c)(3) Tax Status501(c)(3) Tax Status

♥ Not-for-Profit Not-for-Profit OrganizationOrganization

♥ Tax-ExemptTax-Exempt♥ Charitable FoundationCharitable Foundation♥ Public / Societal BenefitPublic / Societal Benefit♥ Accepts Funds from Accepts Funds from

AnyoneAnyone♥ Can Offer Tax DeductionCan Offer Tax Deduction

Sorority

FoundationHousing Corporation



Organizational Organizational StructureStructure

Board of Trustees

Executive Committee

Executive Director

Committees Staff

Beneficiaries

Donors



Board of Trustees & Board of Trustees & Staff Staff

Executive Director Lisa Fedler Swiontek,

Theta Omicron

Regional Director of Development

Donna Reed, Epsilon Zeta

Donor Services Coordinator

Marlene Harbin

Foundation CoordinatorKatie Kowalski

Contract BookkeeperAnn Willis

Contract CPADonna Lehman

President Kelly Kirby Shrock, Gamma

Eta

SecretarySusan Fong Polizzotto, Theta

Kappa

TreasurerNancy Nelson, Tau

TrusteesMary Belding, Tau

Cheri Morrell DeJong, Epsilon Omega

Amy Denson, Theta ChiSusan Harrington, Gamma

PhiAnn O’Connell, Theta

Laura Owsley, Alpha ChiJudy Jay Rostad, Gamma Iota

Marylou Sayler Turner, XiBecky Vinzant, Gamma Eta



CommitteesCommittees

Audit Building Executive Finance Governance Grants

Alumnae Heart Fund Grants Scholarship

Prospect Management



Our MissionOur Mission

The mission of the Sigma Kappa Foundation is to

lead, educate and inspire Sigma Kappa members and society through

educational programming and philanthropic

endeavors.



Our Promise, Our Our Promise, Our Vision: Strategic PlanVision: Strategic Plan

♥ CommunicationCommunication♥ FundraisingFundraising♥ Leadership/GovernanceLeadership/Governance♥ OperationsOperations♥ Sorority/Foundation/NHC Sorority/Foundation/NHC

RelationshipRelationship

Development Audit: Key Areas Development Audit: Key Areas of Focusof Focus



www.sigmakappafoundawww.sigmakappafoundation.orgtion.org

♥ Enhanced Features♥ Donor-Friendly Giving Site♥ Secure Credit Card Processing♥ Database Integration♥ Trustee Portal - Resources

WebsiteWebsite



Communication



Entity RelationshipsEntity Relationships

Sorority

FoundationHousing Corporation

♥ SynergySynergy♥ Strategic Plan Strategic Plan

AlignmentAlignment♥ Enterprise ThinkingEnterprise Thinking♥ Enhanced Enhanced

CommunicationCommunication♥ Teambuilding & Teambuilding &

CollaborationCollaboration♥ Grant MakingGrant Making



FundraisingFundraising

♥ Donor CenteredDonor Centered♥ Build RelationshipsBuild Relationships♥ Expand the ImpactExpand the Impact♥ Culture of PhilanthropyCulture of Philanthropy♥ Major GiftsMajor Gifts♥ Planned GivingPlanned Giving♥ Annual FundAnnual Fund



Annual Reporting



Annual GivingAnnual Giving

♥ Unrestricted $Unrestricted $♥ Funds programs, projects and Funds programs, projects and

functions determined annually to functions determined annually to have the greatest need by the have the greatest need by the Board of TrusteesBoard of Trustees

♥ GoalsGoals♥ CampaignsCampaigns

♥ Direct MailDirect Mail♥ E-SolicitationsE-Solicitations♥ TelemarketingTelemarketing



Gift Clubs & Gift Clubs & SocietiesSocieties

Joan Reagin McNeill Society: $25,000 over 25 years Mary Low Carver Society: $10,000 over 10 years Three Pearl Club: $84+/month ($1,000 annually) Two Pearl Club: $63-$83/month ($750+ annually) One Pearl Club: $42-62/month ($500 + annually) Violet Club: $21-$41/month ($250 + annually) Circle of Friends: $9-20/month ($100 + annually) 1874 Society: collegians only ($18.74 annually) Horizon Society: Planned Giving



GOLD Program: GOLD Program: Loyalty MattersLoyalty Matters

Graduates of the Last Decade (GOLD) is designed to:

Inspire young, successful alumnae Connect sisters after college Empower young alumnae to change lives Provide a simple five-year gift program

Simple five-year promise♥ Builds a base for the future♥ Allows for strategic planning♥ Monthly, quarterly or annual giving♥ Donate via credit card, ACH, or check



GOLD Program GoalsGOLD Program Goals

Meeting with 200 alumnae across the country annually Building base of future donors $250,000 of our overall support coming from young

alumnae Sisters who contribute will advance our effort:

♥ to provide leadership training♥ support educational programs♥ award members with scholarships♥ promote lifelong membership in Sigma Kappa!



Chapters: The 35% Rule Chapters: The 35% Rule forfor

Non-Member IncomeNon-Member Income

Sigma Kappa Chapters501(c)(7) Non-Profit Organizations

Separate Tax ID NumberCan Affect National Organization

No More Than 35% of Gross Receipts Can be from Non-Members

Each Chapter’s LimitSigma Kappa Sorority Calculates Percentage Each Year

Notifies Chapters of their Respective ThresholdsGross Receipts x 35% = Threshold

Consult CPO or NVPF with Questions



Restricted GivingRestricted Giving

♥ Alumnae Heart FundAlumnae Heart Fund♥ Sister to Sister Disaster Recovery FundSister to Sister Disaster Recovery Fund

♥ COTS/Convention SpeakersCOTS/Convention Speakers♥ Educational Chapter ProgrammingEducational Chapter Programming♥ Educational Area ReviewEducational Area Review♥ EndowmentsEndowments♥ House Directors’ SchoolHouse Directors’ School♥ ScholarshipsScholarships♥ Special ProgramsSpecial Programs



♥ Board ExpansionBoard Expansion♥ High Level Decision MakingHigh Level Decision Making♥ Active FundraisingActive Fundraising♥ Strategic Recruitment of Strategic Recruitment of

TrusteesTrustees♥ Visioning for FutureVisioning for Future♥ Moving to a Type II BoardMoving to a Type II Board

Leadership & Leadership & GovernanceGovernance



♥ Statement of Statement of ExpectationsExpectations

♥ Conflict of InterestConflict of Interest♥ Insurance CoverageInsurance Coverage♥ Legal RamificationsLegal Ramifications♥ Arm’s LengthArm’s Length

Board ExpectationsBoard Expectations

♥ Check E-Mail DailyCheck E-Mail Daily♥ Motions FormatMotions Format♥ Voting FormatVoting Format♥ Agenda FormatAgenda Format♥ Quarterly Reports – Quarterly Reports –

CommitteesCommittees♥ Review Financial ReportsReview Financial Reports♥ Policy DocumentsPolicy Documents



♥ Best PracticesBest Practices♥ Increased EfficiencyIncreased Efficiency♥ Transparency in ReportingTransparency in Reporting♥ Technology EnhancementsTechnology Enhancements♥ Effective Use of ResourcesEffective Use of Resources

OperationsOperations



How Donor GiftsHow Donor GiftsLeadLead, , EducateEducate and and

InspireInspire

♥ ScholarshipsScholarships♥ Leadership Consultant ProgramLeadership Consultant Program♥ Alzheimer’s research grantsAlzheimer’s research grants♥ Leadership & Educational ProgramsLeadership & Educational Programs♥ COTS and convention COTS and convention

speakers/programsspeakers/programs♥ Upkeep and maintenance of NHQ Upkeep and maintenance of NHQ

buildingbuilding



Grant Making ProcessGrant Making Process

♥ Program Needs & Wish Program Needs & Wish ListList

♥ Fundraising PrioritiesFundraising Priorities♥ Public Charity – OpenPublic Charity – Open♥ Proposal ProcessProposal Process♥ Budget ProcessBudget Process♥ Approval ProcessApproval Process



Leadership Consultant Program

Training & Workshops

♥ Leading with Integrity♥ Scholastic Achievement♥ Values♥ Promise♥ Alcohol and Drug Abuse

Prevention♥ Assertiveness Training♥ Citizenship and Career

Development♥ RESPEΣKT Anti-Hazing

Program



National RelationshipsNational Relationships



Chapter GivingChapter Giving

Giving Recognition Circles

♥ Platinum Circle$5,000+♥ Gold Circle $2,500-4,999♥ Silver Circle $1,000-2,499♥ Bronze Circle $500-999

♥ Unrestricted Gifts Only♥ Unrestricted Gift SOE Requirement♥ Calendar Year Jan. 1 - Dec. 15♥ Contribution Form for Each Gift♥ Contribution Form Available Online



Chapter Giving: Chapter Giving: Ultra Violet CampaignUltra Violet Campaign

New fundraising & awareness event concept Designed to replace the Lollipop Campaign Campaign brand creates immediate recognition for Sigma Kappa events Raise unrestricted dollars to support any of the Foundation’s causes



Collegiate Chapter Giving

♥ Alzheimer’s/Gerontology Fund: $125, 018.81

♥ General Scholarship Fund: $724.81♥ Maine Sea Coast Mission Fund:

$22,321.48♥ Unrestricted Annual Fund: $220,493.62



Alumnae Chapter Giving

♥ Alzheimer’s/Gerontology Fund: $4, 393.18

♥ General Scholarship Fund: $1,937.42♥ Maine Sea Coast Mission Fund:

$1,928.00♥ Unrestricted Annual Fund: $6,227.88