Foundation Annual Report - 2014

BETA THETA PI FOUNDATION 2 0 1 4ANNUAL REPORT

JUNE 1, 2013-MAY 31, 2014

WE LEARN BEST, AND CHANGE, FROM HEARING STORIES THAT STRIKE A CHORD WITHIN US. John Kotter, Harvard Professor and Leadership Author

BETA THETA PI FOUNDATION

2014 ANNUAL REPORT

2 | 68 2014 Annual Report

T A B L E O F C O N T E N T S | O U R P U R P O S E

3 | OUR PURPOSE5 Leadership Letter

6 | OUR IMPACT 8 Leadership Development Programs

10 The Promises to Keep Campaign

12 Merit Scholarship Program

14 Named Endowment Funds

16 DEA Grant Program

18 | OUR SUPPORTERS20 John Reily Knox Club

22 Bridge Builder Society

24 Sons of the Dragon Club

26 BLF and Donor Recognition

58 Friends of Beta and Parents

60 | OUR LEADERSHIP61 Foundation Board

64 | OUR GUIDE TO GIVING65 Ways to Give

MISSIONTo develop men of principle for a principled life.

VISIONEvery member will live Beta Theta Pis values.

CORE VALUESTo build lasting bonds of friendship and brotherhood, Beta calls for:

MUTUAL ASSISTANCEBetas believe that men are mutually obligated to help others in the honorable labors and aspirations of life.

INTELLECTUAL GROWTHBetas are devoted to continually cultivating their minds, including high standards of academic achievement.

TRUSTBetas develop absolute faith and confidence in one another by being true to themselves and others.

RESPONSIBLE CONDUCTBetas choose to act responsibly, weighing the consequences of their actions on themselves and those around them.

INTEGRITYBetas preserve their character by doing what is morally right and demanding the same from their brothers.

STRATEGIC PRIORITIESSelf-Governance RecruitmentEducation Volunteers

2014 Wooden Institute attendees

ON THE COVERThree unique Beta Greats panel sessions occurred during the 175th Anniversary and General Convention, which included stories and reflections from some remarkable brothers. The panel shown on the cover features personal development reflections from (left to right):

Betas first African-American member and current Foundation Director Bill Lowry, Kenyon 56 Retired U.S. Navy Captain and former General Secretary Jerry Blesch, Centre 60 Wimbledon Champion and Oxford Cup recipient Stan Smith, Southern California 69 Best known for his role as Rabbit in Super Troopers, actor and producer Erik Stolhanske, Colgate 91

2014 Annual Report 3 | 68

L E A D E R S H I P L E T T E R | O U R P U R P O S E

T H I S I S M YBETA STORY

The week before my junior year of college, I packed up my car with all of my belongings and started the two-hour trek towards Eastern Kentucky University. While cruising through Kentucky, my car caught on fire. Ninety seconds later, I could boast no more than my wallet and the clothes on my back as my worldly possessions; nothing survived the blaze. I felt my semester was over before it began.

When I arrived on campus, I spent the money I had earned during my summer internship on the bare essentials and knew Id have to go financially inactive in every organization just to make ends meet. To this day, I still dont know who is responsible, but chapter alumni stepped up and covered my dues for the year, paid for personal counseling and helped my brothers organize a fundraiser to get me back on my feet. Before I knew it, my personal tragedy had become another Beta success story. This was the first time I truly understood what it means when we say, Brothers are brothers for life.

Ill never be able to repay my brothers for what they did for me, and today I happily devote my time and money to our Fraternity whenever I can. Nicholas Sexton, Eastern Kentucky 11 (far right)Leadership Program Graduate and Beta Leadership Fund Donor

OUR PURPOSE B e f o r e I k n e w i t , m y p e r s o n a l t r a g e d y h a d b e c o m e a n o t h e r B e t a s u c c e s s s t o r y . T h i s w a s t h e f i r s t t i m e I t r u l y u n d e r s t o o d w h a t i t m e a n s w h e n w e s a y , B r o t h e r s a r e b r o t h e r s f o r l i f e .

OUR PURPOSE


F O U N D A T I O N | O U R P U R P O S E

CULTIVATE LIFELONG FRIENDSHIPSwith Betas, parents and Friends of Beta.

SOLICIT BETAS AND FRIENDSfor cash, stock, endowment and estate gifts.

FUND LEADERSHIP & EDUCATIONAL GRANTSfor Men of Principle programs and resources.

PROVIDE GIFT STEWARDSHIPby demonstrating the direct impact on Betas mission.

RECOGNIZE BETA ALUMNIfor personal, professional and fraternal achievements.

OVERSEE INVESTMENT STRATEGIESof the Foundations financial portfolio.

RECRUIT FOUNDATION VOLUNTEERSto serve as ongoing fundraising advocates.

PLAN AND EXECUTE CAPITAL CAMPAIGNSthat advance the Fraternitys mission.

PROVIDE ADMINISTRATIVE SUPPORTto local chapters engaging in fundraising activities.

My wife, Darlene, and I support the Beta Leadership Fund to help continue the outstanding leadership programs that are provided by our Fraternity. I have personally witnessed the profound effect that programs such as the Wooden Institute, Keystone Leadership Conference, Leadership College and others have had on our undergraduate brothers.

Since our chapter recolonization in 2007, Darlene and I have hosted the annual fall Kai Kickoff at our ranch in Lowell, Michigan. This is a great opportunity for the recently initiated brothers to expand their understanding of Beta Theta Pi and the Delta Eta Chapter. Our home has come to be known as the Beta Ranch, and every fall our undergraduate members look forward to another long day where bonds of friendship are created and strengthened, understanding of the ritual is deepened and the Beta fire is rekindled in each and every brother who attends. Dave Hogan, GMI-EMI 74

Dave Hogan hosting the annual fall Kai Kickoff


L E A D E R S H I P L E T T E R | O U R P U R P O S E

BROTHERS, PARENTS AND FRIENDS OF BETA:As expressed by John Kotters words on the cover page, the learning and change we experience in life are often sparked by a simple story one that resonates deep in our hearts. These sentiments are certainly true in Beta Theta Pi. We can recall stories of our Beta Greats and their dedication to our founders vision. We cherish memories of our pledge class and experiences as undergraduates. And, today we experience living stories of lifelong Beta friendships which bring us back to our alma mater.

Each Beta brother, Sweetheart and Friend of Beta has a personal story that, when told or remembered, causes our hearts to swell with pride, commitment and a sense of rededication to our Great and Good Fraternity.

As we celebrate our 175-year anniversary in 2014, we pause to reflect on the Beta stories that have advanced the Fraternity in the past, as well as those stories we are still writing today. In this Beta Theta Pi Foundation Annual Report, we pay tribute to our Beta Leadership Fund donors and other Foundation supporters who gave selflessly and helped write a historic chapter of our Fraternitys story in fiscal year 2014. We also recognize those who have given to The Promises to Keep Capital Campaign an effort that will expand and preserve our ability to tell stories of leadership and progress well into the future.

As the next chapter in our Beta story begins, we would like to offer our most sincere thanks and appreciation for your ongoing support. We will again need your commitment in fiscal year 2015 if we are to develop men of principle for a principled life, and thus, continue telling the true and worthy story of our Fraternity.

Take a moment to dwell on the wonderful stories your giving has made possible, as the impact you are making will, without question, help our Fraternity learn, grow and change as we strive to develop the lives of young men. Enjoy!

Gratefully and yours in ___ kai ___,

S. WAYNE KAY | V I R G I N I A T E C H 73Foundation Board Chairman

JONATHAN J. BRANT | M I A M I 75Foundation DirectorJONATHAN J. BRANTS. WAYNE KAY | V I R G I N I A T E C H

THOMAS D. CASSADY | C I N C I N N A T I 76The Promises to Keep Campaign Co-ChairmanTHOMAS D. CASSADY ROBERT T. GRAND | W A B A S H 78

The Promises to Keep Campaign Co-Chairman

B L F R E S U LT S B Y A U D I E N C E

T H E P R O M I S E S T O K E E P C A M P A I G N

$11,303,581G I F T S A N DP L E D G E S

$ 2 0 M i l l i o n G o a l

$ 8 5 4 , 6 1 0RECEIVED

$55,146 | UNDERGRADUATES$86,507 | BOARD MEMBERS & STAFF

$62,980 | Friends of Beta & Parents

$649,977 | ALUMNI| 5 0 B o a r d M e m b e r s & S t a f f| 2 2 7 F r i e n d s o f B e t a & P a r e n t s| 1 , 9 9 1 A l u m n i| 2 ,4 5 0 U n d e r g r a d u a t e s

4 , 7 1 8 total b lf donors


B Y T H E N U M B E R S | O U R I M P A C T

T H I S I S M YBETA STORY

When I pledged Beta at the University of Toronto, the chapter was about to graduate half its membership and nearly all of its executive officers. We were small, young and inexperienced. Feeling uncertain about the future, our executive board decided to contact our alumni network for guidance and support. Without their mutual assistance and the strong leadership from my brothers, we would not have had such a successful year.

That experience galvanized for me what the Beta Spirit is all about, and it led me to return to the chapter house years later to offer guidance and leadership to a new executive committee. However, the story doesnt end there, as those same Beta brothers who answered our call for support also would go on to facilitate my entrance into the professional world.

In business, Ive learned you are only as good as the people coming after you, and I believe the same is true for our Fraternity. The Beta experience is about living by our principles for our own personal growth and for the honor of our great Fraternity. Im continually grateful I am a Beta, and its critical we provide developmental opportunities to each generation of brothers carrying the torch. Mohamed Al-Borno, Toronto 99

Principal of Al-Borno Consulting, a CMA Consulting FirmOUR IMPACT I n b u s i n e s s , I v e l e a r n e d y o u a r e o n l y a s g o o d

a s t h e p e o p l e c o m i n g a f t e r y o u ,a n d I b e l i e v e t h e s a m e i s t r u e f o r o u r F r a t e r n i t y .

brothers, we would not have had such a successful year.

That experience galvanized for me what the Beta Spirit is all about, and it led me to return to the chapter house years later to offer guidance and leadership to a new executive committee. However, the story doesnt end there, as those same Beta brothers who answered our call for support also would go on to facilitate my entrance into the professional world.

In business, Ive learned you are only as good as the people coming after you, and I believe the same is true for our Fraternity. The Beta experience is about living by our principles for our own personal growth and for the honor of our great Fraternity. Im continually grateful I am a Beta, and its critical we provide developmental opportunities to each generation of brothers carrying the torch.


B Y T H E N U M B E R S | O U R I M P A C T

49.9

73.8

34.1

59.8

2004

AVERAGE CHAPTER GPA | 1998-2013

BETA THETA PI

2.846

3.193

2.750

2.912

2010 2011 2012 2013 2014

2,348

Beta Leadership Fund Gifts $863,268 $938,072 $1,006,468 $960,828 $854,610

The Promises to Keep Campaign Gifts & Pledges n/a n/a $3,781,000 $4,260,543 $3,262,038

Gifts to Other Named Funds $393,785 $765,506 $1,499,135 $1,193,138 $1,674,769

Estate Gifts Received $187,307 $298,844 $206,345 $109,433 $196,995

Total Educational Dollars Granted for Programs(All Fraternity Rank)

$2,035,080(#4)

$2,809,338(#2)

$2,511,775(#3)

$3,233,887(#2)

$2,923,665*(TBD)

Educational Grants per Chapter $17,246 $23,808 $20,931 $26,507 $23,021*

Fundraising and Management Expenses $278,652 $482,860 $557,943 $363,726 $363,515*

Total Foundation Net Assets $13,461,135 $16,667,175 $17,602,139 $21,096,298 $23,589,618

*Figures are unofficial until our annual audit is completed by Blue & Co. LLC.

2005

VOLUNTEER ADVISORS | 2010-2014

799799799843 845845 869869

1,0851,085

AVERAGE CHAPTER SIZE | 1998-2014BETA THETA PI

LEADERSHIP PROGRAM GRADUATES | 1998-20142,348

16,708 GRADUATES SINCE INCEPTION OF MEN OF PRINCIPLE

15

FINANCIAL DATA 2013-142012-132011-122010-112009-10

ALL FRATERNITIES

ALL FRATERNITIES1998

1998


L E A D E R S H I P D E V E L O P M E N T P R O G R A M S | O U R I M P A C T

The following chart summarizes participation in Foundation-sponsored leadership programs

by all chapters and colonies in the 2013-14 academic year. In-person education is a

trademark of our Fraternity which yields significant individual, chapter and organizational growth.

Alabama 1 8 4 8 21 16

American $500 4 3 7 n/a

Arizona $500 1 8 2 11 9

Arkansas $500 1 8 1 44 54 15

Auburn $500 1 8 3 12 8

Baylor $500 1 9 4 14 15

Bethany $500 8 10 18 13

British Columbia $500 9 2 11 10

Cal Poly $500 1 8 4 13 8

Carleton $500 1 r 1 2 6

Case Western Reserve $500 1 9 5 1 9 25 17

Central Florida $500 1 8 1 2 13 25 15

Central Michigan $500 1 8 4 16 29 18

Centre $500 1 8 6 12 27 13

Chapman $500 1 8 3 9 21 19

Charleston $500 1 8 5 28 42 23

Cincinnati $500 1 10 8 1 12 32 28

Clemson $500 1 8 4 13 11

Colgate 1 8 9 4

Colorado Mines $500 1 8 2 20 31 14

Columbia $500 1 8 5 14 7

Connecticut $500 1 10 6 17 14

Cornell $500 1 9 7 17 13

Creighton $500 1 10 8 21 40 16

Dayton $500 1 9 5 11 26 12

Denison $500 1 r 2 4 7 8

Denver $500 1 8 6 1 13 29 9

DePauw 8 11 19 12

Drexel $500 1 7 1 4 13 n/a

East Carolina $500 8 1 1 12 22 14

Eastern Kentucky $500 1 8 7 16 14

Eastern Washington 1 9 2 12 7

Emory $500 1 8 9 9

Florida $500 1 3 7 11 14

Florida International $500 1 8 9 1 5 24 19

Florida State $500 1 8 1 23 33 n/a

Furman $500 1 8 4 13 11

George Washington $500 1 9 8 18 12

Georgia $500 1 8 2 4 15 15

Georgia Tech $500 1 8 5 5 19 19

High Point $500 1 8 2 1 12 13

Idaho $500 1 8 2 3 14 14

Illinois $500 1 8 9 8 26 n/a

Indiana 1 10 3 14 20

LEADERSHIP DEVELOPMENT PROGRAMS

CHAPTER | COLONY MPS PA KC WI UIFI LC 2014 TOTAL3-YEAR AVG.


SMU $500 1 10 11 16

South Carolina $500 1 11 2 1 11 26 17

South Dakota $500 1 8 1 5 15 17

Southern California $500 1 10 2 1 4 18 15

Southern Illinois $500 1 8 2 2 13 10

St. Lawrence $500 1 r 1 3 5 6

Stevens $500 1 8 6 2 17 13

TCU $500 1 9 4 11 25 17

Tennessee $500 1 9 3 5 18 10

Texas A&M $500 1 8 3 4 16 13

Texas A&M-CC $500 1 8 1 10 9

Texas at Arlington $500 1 8 2 3 9 23 15

Toronto $500 1 r 3 4 7

Truman State $500 1 8 7 11 27 21

UC Irvine 1 8 3 2 14 9

UC San Diego $500 1 8 4 5 18 n/a

UC Santa Barbara $500 1 8 1 1 11 10

UCLA $500 1 10 11 22 17

Utah $500 1 9 18 28 18

Vanderbilt 1 4 5 12

Villanova 1 6 8 15 6

Virginia $500 1 7 4 12 6

Virginia Tech $500 1 7 3 11 12

Wabash $500 1 8 5 7 21 16

Washington $500 1 14 7 22 24

Washington & Jefferson $500 1 8 3 12 6

Washington and Lee 1 r 1 2 6

Washington in St. Louis $500 1 9 1 8 19 18

Washington State $500 1 12 6 2 21 14

Wesleyan 1 6 7 3

West Virginia 1 5 1 2 9 10

Westminster $500 1 8 8 15 32 20

Whitman 1 8 9 5

Wichita State $500 1 9 12 33 55 15

William & Mary 1 7 8 8

Wisconsin $500 1 8 1 10 11

Wisconsin-Oshkosh $500 1 8 3 4 16 14

Wittenberg $500 1 8 5 1 15 12

WPI $500 1 8 5 3 17 5

TOTALS $54,500 121 1,000 316 16 895 2,348

REPORT CARD KEYMen of Principle Scholarship ............................MPS

Nichols Presidents Academy ..................................PA

Keystone Regional Leadership Conference......KC

Wooden Institute ..................................................WI

Undergraduate Interfraternity Institute....... UIFI

Greiner Leadership College ...............................LC

r - Denotes chapters that could not attend Keystone due to inclement weatherBlue - Denotes chapters that received the Charles Henry Hardin Leadership Development Award at the 175th General Convention

Iowa $500 1 9 6 2 18 9

Iowa State $500 1 9 6 1 49 66 17

John Carroll $500 1 9 7 1 8 26 15

Johns Hopkins $500 1 8 7 16 14

Kansas 1 8 4 4 17 8

Kansas State $500 1 8 10 19 18

Kentucky $500 1 9 5 12 27 35

Kenyon 1 8 3 12 8

Kettering A $500 1 8 1 2 12 12

Kettering B $500 1 9 4 23 37 24

Knox $500 1 8 3 12 5

Lawrence $500 1 8 8 17 10

Louisville $500 1 8 3 5 17 13

Loyola Marymount $500 1 8 1 10 13

Maine $500 1 8 2 4 15 9

Maryland $500 1 9 2 4 16 11

Miami (Fla.) $500 1 8 2 11 10

Michigan $500 1 8 3 2 14 16

Michigan State $500 1 8 4 10 23 16

Minnesota $500 1 10 8 15 34 21

Mississippi $500 1 8 3 12 10

Missouri $500 1 8 2 11 12

Missouri-Kansas City $500 1 8 5 4 18 16

MIT $500 1 7 2 10 6

Nebraska $500 1 8 5 9 23 19

North Carolina 1 9 6 3 19 17

North Dakota $500 1 8 2 6 17 9

Northeastern $500 1 7 7 5 20 18

Northwestern $500 1 8 5 14 10

Nova Southeastern $500 1 9 3 4 17 10

Ohio $500 1 8 5 4 18 4

Oklahoma $500 1 9 26 36 18

Oklahoma State 1 8 2 12 23 9

Oregon 1 10 2 13 13

Pacific $500 1 9 3 1 14 28 8

Penn State $500 1 10 2 13 18

Pennsylvania $500 1 8 4 13 6

Pittsburgh $500 1 8 3 11 23 n/a

Puget Sound $500 8 3 4 15 n/a

Quinnipiac $500 1 9 2 1 13 n/a

Saint Louis $500 1 8 7 1 3 20 14

San Diego $500 1 12 12 9 34 28

San Jose State $500 1 8 7 16 12

Sewanee $500 1 6 7 6

CHAPTER | COLONY MPS PA KC WI UIFI LC 2014 TOTAL3-YEAR AVG. CHAPTER | COLONY MPS PA KC WI UIFI LC

2014 TOTAL

3-YEAR AVG.


T H E P R O M I S E S T O K E E P C A M P A I G N | O U R I M P A C T

GIFTS & PLEDGES RECEIVED

$ 1 1 , 303 ,58 1(56.5% as of August 9, 2014)

GOAL | $20,000,000

Represented symbolically by the diamond in the badge, Beta undergraduates need the cutting of education and the polishing of experience. These, too, are our promises to keep.

WE CANNOT ALWAYS

BUILD THE FUTURE FOR OUR YOUTH . . .

and more than that, such associations teach us in their records how far human friendship can carry us Pater Knoxs

enduring words remind us that nothing can stop brothers coming together for each others mutual benefit. The ideals of

our Fraternity exist today in the programs and resource of the Men of Principle initiative, but in the last few years alone

nearly 1,000 men were left on a leadership program waitlist due to lack of funding. The focus of The Promises to Keep

Campaign is to answer the call for this need and preserve Betas culture and ideals forever. We hope you join the men

and women below who are helping write the important chapter in Betas next 175 years.

Bob Grand & Tom Cassady, Campaign Co-Chairmen

susan and wayne KayVirginia Tech 73$1,200,000

As chairman of the Beta Theta Pi Foundation and member of The Promises to Keep Campaign Cabinet, Wayne and

Susans commitment to Beta runs deep. Their lead gift of $1.2 million will change Betas horizon and the lives of thousands of young men.

jessica and michael downerUCLA 77$1,000,000

A longtime investment firm executive residing in Los Angeles, Michael and his

Beta Sweetheart Jessica are using a $1,000,000 estate gift to ensure Betas promise of leadership development to our undergraduates well into the future.

Marcia and Dr. Robert HEALYMissouri 64$60,500

As they left Betas 174th Convention in Charlotte, Dr. Robert Healy and his Beta Sweetheart

Marcia noted that this is all really about the boys. Robert and Marcia are providing for today and tomorrow with a combined cash and estate gift of $60,500.

Robert SchauppLawrence 51$50,000

A former General Fraternity President and Foundation Director, Bobs Beta legacy came to life when his grandson, Kurt

Siebert, Nebraska 14, chose to wear the Beta Badge. Bobs $50,000 gift is providing for the future ofBetas 9,000+ undergraduates.

psi diamond charitable foundation$175,000

The generosity of Fred Tilock, Bethany 54, and others will honor Forrest H. Kirkpatrick, Bethany 27, by establishing a

leadership fund with a gift of $175,000. Brother Kirkpatricks devotion to the Psi Chapter did not go unnoticed, which is why the Psi Diamond Charitable Foundation chose to name their gift in his memory.


T H E P R O M I S E S T O K E E P C A M P A I G N | O U R I M P A C T

PROMISE I Expand and endow student participation in award-winning Men of Principle leadership programs.

F U N D I N G N E E D : $ 1 3 .4 M I L L I O N

PROMISE II Launch a new online training platform for all undergraduates, advisors and Beta volunteers.

F U N D I N G N E E D : $ 3 . 7 M I L L I O N

PROMISE III Build a state-of-the-art learning laboratory and historical preservation center within the Administrative Office in Oxford.

F U N D I N G N E E D : $ 2 . 9 M I L L I O N

TO LEARN MORE Watch The Promises to Keep Campaign video.

B E T A . O R G / P T K

Through a cash, stock or estate gift to The Campaign, you can be a part of this exciting effort providing for Betas future. Contact a Foundation staff member in Oxford at 800.800.BETA (2382) to discuss your support of this important endeavor.

John hermanOregon 60$25,000

Actively involved in the Boys and Girls Club, the University of Oregons $1.4 billion campaign

and his chapters recent campaign, John understands the need to provide for the future today. John has made a generous provision of $25,000 in his estate for The Promises to Keep Campaign.

leslie and john stebbinsEmory 92$25,000

CFO for RidgeWorth Investments in Atlanta, Beta has long benefited from Johns service,

both as a past General Treasurer and current Treasurer of the Beta Foundation. He and his Beta Sweetheart Leslie are staying true to their Beta roots with a $25,000 gift.

Dr. Robert HutchmanMichigan 93$10,000

A practicing neurologist in Los Angeles, Hutch has been a supporter of the Beta

Foundation since graduating from the University of Michigan. Involved in Lambdas recolonization in 2010, Rob is helping to solidify his chapters future with a $10,000 Campaign gift.

Dr. Robert TignerPhi Gamma Delta$5,000

Serving as a chapter counselor for almost twenty years, and having facilitated the Wooden Institute, Presidents Academy, and

Keystone Conferences, Dr. Tigner has said, The chapter is just better when more people attend these programs. Thanks to his gift of $5,000 to The Campaign, more chapters will be better.

Sara and N icholas GelbarConnecticut 06$2,500

Attending the 174th Convention as a district chief, Nick committed on the spot to a $2,500 Campaign gift.

Based in Mansfield, Conn., with his Beta Sweetheart Sara, Nick is leading by example and now chapters will benefit from both his generosity, as well as his volunteer talents.

. . . BUT WE CAN

BUILD OUR YOUTH FOR THE FUTURE. Franklin D. Roosevelt, 32nd President of the United States


M E R I T S C H O L A R S H I P P R O G R A M | O U R I M P A C T

EXEMPLIFYING BETAS DEVOTION TO CULTIVATION OF THE INTELLECT In fiscal year 2014, the Merit Scholarship

Program provided 73 scholarships

totaling $91,275 to Betas and sons

and daughters of Betas pursuing their

undergraduate or graduate degrees. The online scholarship

application is available in early February and the deadline for

submission is April 1. For more information about next years Merit

Scholarship opportunities, visit beta.org.

$90,000

$85,000

$80,000

$75,000

$70,000

$65,000

$60,000

$55,000

$50,000

73 SCHOLARSHIPS$91,275

58 SCHOLARSHIPS

$58,900

MERIT SCHOLARSHIP AWARDS | 2005-2014

FOUNDERS SCHOLARSHIPS

Jesse R. PeinadoFlorida International 14

$2,150Thomas Boston Gordon Memorial Scholarship

Jesse R. PeinadoFlorida International 14

Nicholas A. FoggiaKettering B 16

$2,150Michael Clarkson Ryan Memorial Scholarship

Nicholas A. FoggiaKettering B 16

$2,150 John Holt Duncan

Memorial Scholarship

Ryland J. JenningsEast Carolina 15

Ryland J. JenningsEast Carolina 15

Zachary J. HyderTennessee 15

$2,150Charles Henry Hardin Memorial Scholarship

Zachary J. HyderTennessee 15

Tyler W. PennickWichita State 15

$2,150James George Smith Memorial Scholarship

Tyler W. PennickWichita State 15

Tushar NarayanWPI 15

$2,150David Linton


Tushar NarayanWPI 15

Jason A. KandermanPenn State 15

$2,150Samuel Taylor

Marshall Memorial Scholarship

Jason A. KandermanPenn State 15

Scholarship

Matthew V. ZahnGeorge Washington 15

$2,150John Reily Knox


Matthew V. ZahnGeorge Washington 15

THE TOP EIGHT FOUNDERS SCHOLARSHIPS ARE ENDOWED BY AN ESTATE GIFT OF ROBERT C. LAFFERTY, OHIO WESLEYAN 28


M E R I T S C H O L A R S H I P P R O G R A M | O U R I M P A C T

$2,000 Edward M. Brown Oxford Cup Scholarship Matthew P. Meeks, Miami 15

$1,975 Frederick S. Bucholz Scholarship Christopher T. Perez, Iowa State 16

$1,950 Bertram W. Bennett Memorial Scholarship Michael J. Kalimtzis, Stevens 16

$1,850 John L. Calvert Memorial Scholarship Noland W. Smith, Georgia Tech 15

$1,725 Ben C. Rich Memorial Scholarship David M. Snapp, Tennessee 16

$1,650 Horace G. Lozier Memorial Scholarship Alexander M. Rindels, Oklahoma State 15

$1,600 Steven Craig Merrill Memorial Scholarship Justin P. Feehan, Virginia 13

$1,475 W. Todd Elias Memorial Scholarship Alex L. Kindopp, Nebraska 16

$1,375 Fred A. Seaton Memorial Scholarship Christian A. Davis, Kansas State 16 Adam B. Massey, Kansas State 16

$1,350 John J. and Elizabeth Rhodes Scholarship Ryan E. Doner, Arizona 15 Keith J. Wiegand, Arizona 16

$1,350 Thad Byrne Memorial Scholarship Mackenzie J. R. Nelson, Denver 15

$1,350 W. H. (Bert) Bates Oxford Cup Scholarship Luke A. Verdi, MIT 16

$1,300 Cleveland Alumni Association Scholarship Christopher A. Casey Jr., John Carroll 15 Nicholas J. Gasbarro, Kenyon 15 Nicholas S. LaPoint, Kenyon 16

$1,300 Otho E. Lane Memorial Scholarship Sean M. Pugh, Miami 15

$1,225 James P. Kirkgasser Memorial Scholarship Andrew Shi, Cornell 17

$1,225 John A. Hill Memorial Scholarship Zane R. Sanchez, Denver 16

$1,225 Seth R. and Corinne H. Brooks Memorial Scholarship Noah J. LaChance, son of Emile A. LaChance Jr.,

Cincinnati 83

Patrick D. Snyder, North Carolina 13, son of John F. Snyder Sr., North Carolina 81

$1,200 E. William Palmer Memorial Scholarship Henry B. Foster, Kansas 15

$1,200 Oscar Chapman Memorial Scholarship Charles M. Curts, DePauw 14

$1,200 William C. Scheetz Family Scholarship Benjamin D. Droz, Pennsylvania 15 Matthew C. Fiore, Pennsylvania 16

$1,125 Ronald, Randall and Roger Helman Scholarship Stanley J. Echt, Miami 17

$1,100 Col. John R. Simpson Memorial Scholarship Douglas B. Byers, Baylor 15 Alexander B. Cadmus, Villanova 16 Kyle J. Clifton, Michigan State 15 Jason E. Gangwer, William & Mary 12 Jon E. Gorgosz, Southern Illinois 11 Joseph D. Pesek, Miami 15 Connor S. Sebastian, Johns Hopkins 16

$1,075 Carl A. Kroch Oxford Cup Memorial Scholarship Youyang Gu, MIT 15

$1,075 Douglas J. Neeley Memorial Scholarship Noah A. Gurzenski, Kenyon 17 Jibri A. McLean, Kenyon 17

$1,050 William W. Dawson Memorial Scholarship Cody D. Hamm, Louisville 16 Daniel J. Walters, Washington & Jefferson 15

$1,025 Douglas W. Hill, Jr. Memorial Scholarship Kevin M. Adams, Michigan State 15 Jonathan D. Kurjan, Michigan State 15 Chase T. Skinner, Michigan State 15

$1,025 George L. and June L. Herpel Memorial Scholarship Scott E. Campbell, Wabash 14 Brandon A. Hall, Maine 13 Erik V. Holtz, Connecticut 14 Jack R. Joyce, Saint Louis 14 Kevin S. Rodda, Denison 11

$1,025 James L. Gavin Memorial Scholarship William E. Bambury, Bethany 15 Derek J. Deitsch, Utah 15 Jackson W. Long, Kansas 15

$1,000 L. Robert Clough Memorial Scholarship Joshua T. Petersen, South Dakota 15

The Adam S. Burford Memorial Scholarship is helping minimize my college loan debt and inspiring me to give back to the community. I hope one day I will be able to assist others in their pursuit of higher education, just as you have done for me. Thank you! Cole BertolWest Virginia 17

Cole Bertol (far right) with other West VirginiaBetas at the 175th Anniversary.

THE TOP EIGHT FOUNDERS SCHOLARSHIPS ARE ENDOWED BY AN ESTATE GIFT OF ROBERT C. LAFFERTY, OHIO WESLEYAN 28

$1,000 Caroline Previdi of Sandy Hook Elementary Memorial Scholarship Abby E. Greenhaw, daughter of Jon R. Greenhaw,

Oklahoma State 86

Emma A. Miller, daughter of Christopher D. Miller, Kansas State 86

$900 Thomas D. and Karen H. Cassady Scholarship Andrew J. Engel, Cincinnati 15

$800 Edith Cantor Morrison Memorial Scholarship Allan J. Sulier, Central Michigan 15

$800 Gupton A. Vogt Oxford Cup Memorial Scholarship Nicholas A. Misiolek, Kettering B 15

$775 Col. Richard R. (Misty) and Sally Shoop Scholarship Ross L. Hofele, Louisville 15

$650 Delta Tau Scholarship Cody A. McElhaney, Bethany 15

$650 Stephen D. Bechtel, Jr. Oxford Cup Scholarship Elliot J. Louthen, Washington in St. Louis 15

$575 Hugh E. Stephenson, Jr. Oxford Cup Scholarship Leo F. Speno, Truman State 16

$550 H. H. Stephenson, Jr. Oxford Cup Scholarship Gray G. Whitsett, Centre 16

$375 Adam S. Burford Memorial Scholarship Cole W. Bertol, West Virginia 17

$350 Shelby L. Molter Music Education Scholarship Nathan A. Budge, Case Western Reserve 15


N A M E D E N D O W M E N T F U N D S | O U R I M P A C T

MEN OF PRINCIPLE SCHOLARSHIP FUNDS Mark F. Alder Men of Principle Scholarship Fund

Anderson-Groom Men of Principle Scholarship Fund

Murray S. Johnson Men of Principle Scholarship Fund

Eva and Lynn C. Maddox Men of Principle Scholarship Fund

J. William Romero, Jr. Men of Principle Scholarship Fund

H. Gordon Ross Men of Principle Scholarship Fund

PERSONNEL CHAIRS AND OPERATING FUNDS Bowdoin Chapter BLF Endowment Fund

Herschel H. and Mary Ann Bowyer Endowment Fund

George R. and William B. Corlis BLF Gift Fund

Stockton D. Fisher Foundation Director Fund

Founders Fund

Fred J. Logan, Jr. Endowment Fund

Charles O. McCormick III, M.D. Leadership Consultant Fund

Charles O. McCormick III, M.D. Endowment Fund

Warren R. Staley Volunteer Development Fund

Daniel L. Westra Leadership Consultant Fund

PROGRAMMATIC FUNDSStephen D. Bechtel, Jr. Leadership Fund

Beta Upsilon Chapter Friend of Beta Faculty Fund

Chicago Chapter Fund

James A. Collins Leadership Development Fund

Donald W. English Leadership Fund

Peter F. Greiner Leadership College Fund

Miller Nichols Chapter Presidents Leadership Academy Fund

Hugh E. Stephenson, Jr. Leadership Summit Fund

John and Nellie Wooden Institute for Men of Principle Fund

MERIT SCHOLARSHIP FUNDS Visit pages 12-13 for a list of awards from

the Merit Scholarship Funds.

FOUNDATION AND ADMINISTRATIVE OFFICE PROPERTY FUNDSBrennan Hall Fund

Harold S. Hook Heritage Fund

LEADERSHIP DEVELOPMENT FUNDSAbbey Leadership Fund

Edward B. Appelquest Memorial

Leadership Fund

Robert E. and Virginia Bartnett

Leadership Fund

Robert S. Beall Leadership Fund

C. Huston Bell Leadership Fund

Kyle L. Bennett Memorial Leadership Fund

Robert A. Bennett Memorial Leadership Fund

Beta Nu Endowment Fund

Beta Pi Memorial Leadership Fund

Todd and Janice Bleakley Leadership Fund

Brant Brothers Leadership Fund

L. Robert Clough Memorial Leadership Fund

Minnie and Gordon Cobb Leadership Fund

Robert L. Cottrell Oxford Cup Leadership Fund

C. W. (Buddy) Croft Memorial Leadership Fund

Delta 56 Traveling Betas Memorial Leadership Fund

Delta Bridge Builder Fund

Delta Gamma Leadership Fund

Delta Omega Leadership Fund

Delta Xi Alumni Leadership Fund

Nathan J. and Sara Deno Leadership Fund

Michael J. and Glenda Dubes Leadership Fund

Eta Beta Endowment Fund

Elroy Bourgraf Leadership Fund

David M. and Carol Briggs Leadership Fund

Ralph N. Fey Memorial Leadership Fund

Gamma Omega Memorial Leadership Fund

Casey and Remy Gomes Leadership Fund

Haile Family Leadership Fund

William F. and Helen Hahn Leadership Fund

W. Martin and Valerie Haskell Experiential Leadership Fund

Robert N. and Marcia Healy Leadership Fund

MacGregor H. Hill II Leadership Fund

Amb. Glen A. Holden Leadership Fund

Judson A. and Kara Horras Leadership Fund

Forrest H. Kirkpatrick Leadership Fund

Michael D. and Mary Kokkinen Leadership Fund

Legends Leadership Fund

Thomas A. Lipton Leadership Fund

Lindmor Leadership Fund

Bill and Marsha Manning Leadership Fund

Thomas H. McCasland, Jr. Leadership Fund

Rolland S. McGinnis Leadership Fund

James A. McMullen III Memorial Leadership Fund

Michigan Leadership Fund

Peter A. and John W. Morse Leadership Fund

Thomas C. Olver Leadership Fund

Russell E. Palmer Leadership Fund

Parents Principle Fund

William H. Ray Memorial Leadership Fund

Gant and Fran Redmon Leadership Fund

Edward P. Roski, Jr. Leadership Fund

John and Barbara Rudy Leadership Fund

Gabriel A. Shapanka Leadership Fund

Franz (Mac) and Donna Spear Leadership Fund

R. Dean Stalcup and Miss Morgan Leadership Fund

John H. and Leslie Stebbins Leadership Fund

H. H. Stephenson, Jr. Leadership Fund

Philip E. Stout Memorial Leadership Fund

Mary E. Tharp Leadership Fund

Dr. Robert Tigner Leadership Fund

Hal A. VonSick Memorial Leadership Fund

Washington State Leadership Fund

J. Lyle (Bud) Wells Leadership Fund

David W. Wright Leadership Fund

NAMED ENDOWMENT FUNDS Named endowment funds are gifts from Betas, Sweethearts and friends

that a l low the Beta Foundation to impact todays and tomorrows gen-

eration of young Beta l eaders. These funds are subject to the Foundation

Boards 4% annual distribution policy (based on the 12-quarter fund aver-

age.) This policy ensures generous distributions from each fund annuall y,

whil e a lso emphasizing compounding growth for the future.

Leadership Fund

Robert S. Beall Leadership Fund

MEN OF PRINCIPLE SCHOLARSHIP FUNDSMark F. Alder Men of Principle Scholarship Fund

Anderson-Groom Men of Principle Scholarship Fund

Murray S. Johnson Men of Principle Scholarship Fund

Eva and Lynn C. Maddox Men of Principle Scholarship Fund

J. William Romero, Jr. Men of Principle Scholarship Fund

H. Gordon Ross Men of Principle Scholarship Fund

PERSONNEL CHAIRS AND OPERATING FUNDSBowdoin Chapter BLF Endowment Fund

Herschel H. and Mary Ann Bowyer Endowment Fund

George R. and William B. Corlis BLF Gift Fund

Stockton D. Fisher Foundation Director Fund

Founders Fund

Fred J. Logan, Jr. Endowment Fund

PROGRAMMATIC FUNDSStephen D. Bechtel, Jr. Leadership Fund

Beta Upsilon Chapter Friend of Beta Faculty Fund

Chicago Chapter Fund

James A. Collins Leadership Development Fund

Donald W. English Leadership Fund

Peter F. Greiner Leadership College Fund

Miller Nichols Chapter Presidents Leadership Academy Fund

MERIT SCHOLARSHIP FUNDS Visit pages 12-13 for a list of awards from

the Merit Scholarship Funds.


N E W N A M E D E N D O W M E N T F U N D S | O U R I M P A C T

FORREST H. KIRKPATRICK LEADERSHIP FUNDThe Psi Diamond Charitable Foundation has established this new fund with a gift of $175,000, which will provide leadership development opportunities to undergraduates from our Bethany Chapter on a preferred basis.

R. DEAN STALCUP AND MISS MORGAN LEADERSHIP FUND$100,000 has been pledged by Miss Morgan and R. Dean Stalcup, Texas Tech 71, to immediately begin funding leadership program scholarships for young Beta leaders on an unrestricted basis.

PHILIP E. STOUT MEMORIAL LEADERSHIP FUNDNine chapter brothers of Philip E. Stout, Oklahoma State 62, have pledged $40,000 to establish this memorial fund honoring Brother Stouts service to the Gamma Lambda Chapter. This new fund will provide leadership program scholarships to young men from Oklahoma State.

ZETA OMICRON FOUR PILLARS FUNDIn honor of their chapters founding tenants of academics, philanthropy, athletics and social leadership, Marty Obst, Southern Illinois 03, and Ryan King, Southern Illinois 01, have established the Zeta Omicron Four Pillars Fund by pledging $10,000 each. The fund will provide leadership development scholarships to men from Zeta Omicron on a preferred basis.

ANONYMOUS LEADERSHIP FUNDAn anonymous Beta brother from our Alpha Chapter and his wife are making a gift of $100,000 in memory of his Beta father from the Alpha Iota Chapter at Washington in St. Louis. Their generosity will provide leadership program scholarships on an unrestricted basis.

TODD AND JANICE BLEAKLEY LEADERSHIP FUNDThis fund was established by Janice and Todd Bleakley, Kansas State 77, to fund leadership development opportunities for young men from our Kansas State chapter on a preferred basis.

ELROY BOURGRAF LEADERSHIP FUNDElroy Bourgraf, Cincinnati 54, has made a $100,000 provision in his will to provide leadership development and scholarship opportunities to young men from our Cincinnati Chapter on a preferred basis.

DAVID M. AND CAROL BRIGGS LEADERSHIP FUNDUpon the passing of Carol and David Briggs, Ohio 62, the Foundation will receive $50,000 from a charitable remainder trust which will endow a leadership development fund.

FRED & MARY JANE BROWER LEADERSHIP FUND AND TUITION SCHOLARSHIP FUNDFormer Administrative Secretary Frederick F. Brower, Miami 50, and his wife Mary Jane have made a gift of $15,000 to establish a tuition scholarship fund and another gift of $13,000 to establish a leadership development fund.

ANONYMOUS FAMILY LEADERSHIP FUNDUpon the passing of a long-time Beta volunteer and his wife, the Beta Foundation will receive a bequest of $50,000. These funds will forever provide leadership development scholarships to young Betas.

ROBERT N. AND MARCIA HEALY LEADERSHIP FUNDMarcia and Robert Healy, Missouri 64, have generously made a provision in their will for a fixed percentage from their IRA (currently valued at $50,000) to establish a new leadership fund.

DR. P. THOMAS PURINTON LEADERSHIP FUNDInitially conceived and endowed by Christopher G. Althoff, Kansas State 00, and his partner Jamie, in honor of former General Fraternity President P. Thomas Purinton, Kansas State 63, this fund will provide sponsorships to the John & Nellie Wooden Institute for Men of Principle. Dozens of Betas and Friends of Beta have contributed more than $40,000 to honor Betas beloved Dr. P. and his Beta Sweetheart, Molly.

, and his partner

IMPACT | FY14 NAMED ENDOWMENT FUNDS

L E A D E R S H I PP R O G R A M

S C H O L A R S H I P ST O Y O U N G B E TA S

T U I T I O NS C H O L A R S H I P S

F O R C O N T I N U I N GE D U C AT I O N

M P S G R A N T ST O C H A P T E R S

F O R R E C R U I T I N GC A M P U S L E A D E R SC A M P U S L E A D E R S

N E W W I N T E RS E S S I O N O F

T H E W O O D E NI N S T I T U T E

Q U A L I T Y A C R E SO F M U S E U M ,A R C H I V E A N D

P R O G R A M S P A C EI N OX F O R D

U N D E R G R A D U AT E SS U P P O R T E D W I T HF O U N D AT I O N A N D

M E N O F P R I N C I P L EA C T I V I T I E S

B E TA V O L U N T E E R S

P A R T I C I P AT I N G I N E D U C AT I O NA N D T R A I N I N G

1,220 73 69 1

8 2599,375


D E A G R A N T P R O G R A M | O U R I M P A C T

ENHANCING THE ACADEMIC CULTURE OF BETAS LIVING ENVIRONMENTSThe Designated Educational

Area Grant Program allows

alumni to make gifts to the Beta

Foundation that are earmarked

for funding educational areas or projects of chapter

houses. Once a DEA Grant application is approved by

the Foundation Board, the funds can be used to fully

or partially subsidize educational projects such as

libraries, study rooms, computer rooms, computer

equipment, internet and access space.

O H I O U N I V E R S I T Y

The DEA Grant Program was very critical in our efforts to raise $500,000 to recolonize Beta Kappa. We were able to design and build a state of the art environment to offer incoming members. Going

forward, this will allow continued Foundation tax-deductible contributions to sustain what we have built and improve as needed. Also, this will provide an opportunity for scholarships and participation in award-winning Beta leadership programs to enhance the Beta experience for our undergraduates. Ron Calhoun, Ohio 72, House Corporation President

M A S S A C H U S E T T S I N S T I T U T E O F T E C H N O L O G Y

The use of the DEA Grant Program was critical to the success of our ongoing $2.5 million Centennial Capital Campaign at Beta

Upsilon. We are undergoing extensive renovations on two 100-year-old townhouses in Boston, and the renovation of study rooms and educational spaces was an important part of the overall project. Having a tax-deductible vehicle for donations was essential to our success as almost every donor took advantage of that benefit. Mike Feinstein, MIT 82, House Corporation President

U N I V E R S I T Y O F O K L A H O M A

Our vision is simply to build a building that has plenty of room to study and a good place to sleep. We also want to build a sense of history, tradition

and accomplishment to inspire these young men. The DEA Grant Program is helping to make this happen by allowing for tax-deductible contributions, which are all managed by the Beta Foundations professional staff. Robert Beall, Oklahoma 79, Oklahoma ChapterCampaign Chairman

forward, this will allow continued Foundation tax-deductible and accomplishment to inspire these young men. The

Upsilon. We are undergoing extensive renovations on two

For more information about the DEA Grant Program, visit beta.org or contact a member of the Foundation staff.

CHAPTERS CURRENTLY UTILIZING THE DEA GRANT PROGRAM


A N I N D U S T R Y C O M P A R I S O N | O U R I M P A C T

B E T A F O U N D A T I O N A L L F R A T E R N I T Y A V E R A G E N O N - P R O F I T B E N C H M A R K

0.820.85

2008 2009 2010 2011 2012 2013

0.880.85

0.91

0.650.650.650.650.65

0.510.500.520.53

0.56

100%

85%

70%

55%

40%

PROGRAM SERVICES RATIO | 2008-2013PROGRAM EXPENSES / TOTAL EXPENSES

(THE HIGHER THE BETTER)

0.90

0.65

0.52

All data shown is analyzed and provided by an independent partner of the North-American Interfraternity Conference Foundation using public non-profit tax returns (IRS 990).

2008 2009 2010 2011 2012 2013

0.080.080.080.15

0.04

0.350.350.350.350.35

0.280.26

0.330.32

0.22

40%

30%

20%

10%

0%

FUNDRAISING EFFICIENCY RATIO | 2008-2013FUNDRAISING EXPENSES / GIFTS RECEIVED

(THE LOWER THE BETTER)

0.35

0.32

0.04

PROGRAM SERVICES RATIO | 2008-2013

The Foundation Board and staff monitors the fundraising and spending performance of the Beta Foundation relative to non-profit industry benchmarks. We hope these benchmark results show our commitment to raising and granting your charitable dollars efficiently as intended, and in a manner that directly impacts young men of principle across North America.

TO THE DONORS OF AMERICA

FOCUSING ON OVERHEAD WITHOUT

CONSIDERING OTHER CRITICAL

DIMENSIONS OF A CHARITYS

FINANCIAL AND ORGANIZATIONAL

PERFORMANCE CAN DO MORE DAMAGE

THAN GOOD. WE ASK YOU TO ALSO

PAY ATTENTION TO OTHER FACTORS

OF NON-PROFIT PERFORMANCE, SUCH

AS TRANSPARENCY, GOVERNANCE,

LEADERSHIP AND RESULTS.

Art Taylor President & CEO, BBB Wise Giving AllianceJacob Harold President & CEO, Guidestar

Ken Berger President & CEO, Charity Navigator

LEGEND

B Y T H E N U M B E R S | O U R S U P P O R T E R ST H I S I S M YBETA STORY

As a member and volunteer of Delta Tau Delta Fraternity, along with my interfraternal service to the North-American Interfraternity Conference, I always knew my son Austin would be a fraternity man. The question was only, Which fraternity would he join?

When he came to the College of Charleston (which doesnt have a Delt chapter), at first Austin did not find an organization that appealed to him. Betas colonization on campus quickly became an ideal opportunity because Betas principles so closely aligned with the set of values our family has tried to instill in him. Because of his experience, Austin has become a more serious student, a better leader and an advocate for Greek life.

But, I didnt fully grasp the Fraternitys impact on Austin until Parents Weekend last year when he was asked to speak about the power of the fraternity experience. His words nearly brought tears to my eyes because they mirrored the feelings I have always had in my heart thanks to my brotherhood experience at Delta Tau Delta. Austin and I have always been very close, and despite wearing different letters, we now share a devotion to the fraternity movement because it allows young men to become who they are meant to be.

I know Beta is doing great work in the areas of leadership development and providing the true Greek experience, and every Greek organization needs loyal supporters. Im honored to add Beta Theta Pi to my list of supporting organizations alongside my own fraternity so that Beta can continue its good work in fostering young men. Alan Brackett, 50th International President of Delta Tau Delta Fraternity and North-American Interfraternity Conference Board of Directors

OUR SUPPORTERS B e c a u s e o f h i s e x p e r i e n c e ,

A u s t i n h a s b e c o m e a m o r e s e r i o u s s t u d e n t ,a b e t t e r l e a d e r a n d a n a d v o c a t e f o r G r e e k l i f e .

has tried to instill in him. Because of his experience, Austin has become a more serious student, a better leader and an advocate for Greek life.

But, I didnt fully grasp the Fraternitys impact on Austin until Parents Weekend last year when he was asked to speak about the power of the fraternity experience. His words nearly brought tears to my eyes because they mirrored the feelings I have always had in my heart thanks to my brotherhood experience at Delta Tau Delta. Austin and I have always been very close, and despite wearing different letters, we now share a devotion to the fraternity movement because it allows young men to become who they are meant to be.

I know Beta is doing great work in the areas of leadership development and providing the true Greek experience, and every Greek organization needs loyal supporters. Im honored


S N A P S H O T | O U R S U P P O R T E R S

NAMED ENDOWMENT FUNDSDEVELOP ING MEN OF PR INC IP L E FOREVER

JOHN REILY KNOX CLUB THE PREMIERE ANNUAL G I V ING C LUB OF THE BE TA L EADERSH IP FUND

JOHN REILY KNOX CLUBTHE PREMIERE ANNUALG IV ING C LUB OF G I V ING C LUB OF THE BE TA L EADERSH IP FUND

SONS OF THE DRAGON CLUB L EAVE YOUR MARK. . . FOR THE KA I

SONS OF THE DRAGON CLUBLEAVE YOUR MARK. . . FOR THE KA I. . . FOR THE KA I

BRIDGE BUILDER SOCIETYLEAV ING A L EGACY FOR THOSE WHO FOL LOW

BRIDGE BUILDER SOCIETYLEAV ING A L EGACY FORTHOSE WHO FOL LOWTHOSE WHO FOL LOW

THE PROMISES TO KEEP CAMPAIGNADVANC ING THE MEN OF PR INC IP L E I N I T I AT I V E

THE PROMISES TO KEEP CAMPAIGNADVANC ING THE MEN OFPR INC IP L E I N I T I AT I V EPR INC IP L E I N I T I AT I V E

BETA LEADERSHIP FUND DEVELOP ING MEN OF PR INC IP L E FOR A PR INC IP L ED L I F E

BETA LEADERSHIP FUNDDEVELOP INGMEN OF PR INC IP L E MEN OF PR INC IP L E FOR A PR INC IP L ED L I F E

We support the Beta Leadership Fund because we believe it is important to continue the great tradition and heritage of our Fraternity, while also building leaders who will make a difference for their community and their country. Wimbledon Champion and Oxford Cup Recipient Stan Smith, Southern

California 69, and his wife Margie

(L-R) Beta Leadership Fund supporters Phil Knox, Miami 68, Stan and Margie

Smith and Cathy and Tom Fey, Miami, 68, standing by the portrait of Betas first

Administrative Secretary Ralph N. Fey, Miami 40

BETA LEADERSHIP FUND$ 8 5 4 , 6 1 0

THE PROMISES TO KEEP CAMPAIGN (EXCLUDES OUTSTANDING PLEDGES) $ 5 2 2 , 5 7 1

CHAPTER FUNDS$ 3 9 , 7 7 7

DEA GRANT FUNDS$ 1 , 7 5 9 , 7 7 4

FOUNDATION ENDOWMENT$ 1 7 8 , 8 6 8

NAMED ENDOWMENT FUNDS$ 8 6 8 ,4 4 3

FY14 CONTRIBUTION BREAKDOWN | $4 , 224 ,044 RECE IVED

20%

42%

21%

12%

1%

4%


J O H N R E I L Y K N O X C L U B | O U R S U P P O R T E R S

THE PREMIER ANNUAL GIVING CLUB OF THE BETA LEADERSHIP FUNDThe John Reily Knox Club honors

Betas and Friends of Beta who

provide annual gifts of $1,500 or more. All members of the

John Reily Knox Club are invited to a special recognition

dinner at the Beta Convention annually.

BeloitStephen J. Goldman 64

BethanyNeil Christman 55Robert D. Mackenzie 77Vincent E. Mikolay 00

Carnegie MellonJames M. Anderson 51

CaseJames W. Kewley 66Frank N. Linsalata 63

CentreJerry M. Blesch 60

CincinnatiDavid A. Beckner 50Elroy E. Bourgraf 54Thomas D. Cassady 76John D. Erhardt 52Daniel H. Farmer 75H. Kent Mergler 63Gregory P. Ott 89Jeremy N. Rogers 00Steven A. Wilson 66

ColgateBruce S. Fein 84Howard B. Hughes 60

Colorado MinesT. Weston Hamilton 07

ColumbiaMartin I. Lewison 88Stephen M. Struna 81

CornellGustavo J. Vollmer 42

DenisonRichard G. Lugar 54James F. Mason 51Thomas M. Roudebush 52John N. Taylor, Jr. 57

DePauwL. Penfield Faber 52Robert E. Kersey 57John P. Rudy 51Walter W. Sampson, Jr. 58

East CarolinaD. Kirk Little 82

Eastern KentuckyL. Martin Cobb 96G. Michael Conway 75Gareth M. Saums 11

EmoryJohn H. Stebbins 92

FloridaStephen B. Becker 69Keith T. Koenig 73Matthew S. Paynter 00Michael J. Thompson 90John I. Williams, Jr. 79Michael H. Williams 75

Florida InternationalGlenn Shapanka 11

FurmanMichael A. McPhee 10

Georgia TechTheodore S. Haile 75Guy J. Lookabaugh 52Lynn C. Maddox 64John E. McDaniel, Jr. 42David M. McKenney 60

GMI-EMIRichard M. Caras 78

IdahoClifton C. Bowyer 84Michael R. Hamby 85Ralph M. Hartwell 54Jeffrey S. Johnson 87Donald W. Keefer 54Michael J. Killien 60William M. Lodge 53

Lawrence C. Parberry 61Robert S. Parish 52Wellington C. Pierce, Jr. 53Thomas L. Reveley 59Frank A. Shrontz 53Ronald L. Siple 55William H. Stoneman III 66

IllinoisDavid E. Brown 49Leslie A. Meier 82Gant Redmon 59

IndianaPaul H. Drew 72Fredrick J. Logan, Jr. 74Charles O. McCormick III 72Charles T. Richardson 69

Iowa StateJames S. Balloun 60Alan D. Clipperton 66Michael J. Dubes 66Judson A. Horras 97Gale M. Peterson, Jr. 66Ronald G. Sande 64Robert A. Wiley 87

KansasRobert E. Harris 81Larry D. Horner 56

Kansas StateChristopher G. Althoff 00H. James Bartels 43Todd E. Bleakley 77Randall D. Groves 78R. William Manning 80Bill L. Nicholson 60Warren R. Staley 65Paul B. Swartz 64

KenyonWilliam E. Lowry, Jr. 56

LawrenceRobert J. Schaupp 51Kristofer K. Swanson 87

LehighWilliam F. Hahn 49

MaineLeslie C. Brewer 44Thomas E. Hart 79

MarylandCasey A. Gomes 02Mark F. Slaney 92

MiamiWilliam F. Alderman 67John D. Backe 54Peter W.C. Barnhart 66J. Benjamin Beshear 01Jonathan J. Brant 75Frederick F. Brower 50Edward M. Brown 31Joseph E. Budde, Jr. 06Robert L. Cottrell 54John R. Deyo 69Philip S. Fernandez 06Scott C. Fessenden 74Thomas C. Fey 68John M. Groom 58Zachary T. Haines 05James W. Haywood 74Ronald P. Helman 55Thomas W. Hook 81James R. McClanahan 60Mitchell P. Rales 78Arthur J. Reimers III 77Joseph J. Rosing 06Douglas S. Wagner 78

MichiganKarl J. Edelmann 86Spencer H. Le Menager 60

George W. Trowbridge 56Robert L. Wesorick 92Michael J. Wilson 89

Michigan StateRussell E. Palmer 56Dan P. Reason 57Carl A. Swanson 51

MinnesotaScott J. Allen 95Donald M. Anderson 50Dustin L. Anderson 05Michael D. Kokkinen 00

MissouriW. H. (Bert) Bates 49Charles E. Brown 61Harry M. Cornell, Jr. 50Robert N. Healy 64John M. Hillhouse 69Harold S. Hook 53Richard G. Miller 70Henry A. Plain, Jr. 80Henry W. Robertson, Jr. 51David R. Spence 80

MITGodard K. Abel 93Mark P. Bouchard 84Robert R. Boye 88Ellis J. Braman 58

2010 2011 2012 2013 2014

150190

242

306

319

JOHN REILY KNOX CLUB MEMBERS | $1,500+ ANNUAL GIVING

provide annual gifts of $1,500 or more. All members of the


J O H N R E I L Y K N O X C L U B | O U R S U P P O R T E R S

Spencer M. Brush 67Arthur C. Carmichael, Jr. 62William V. DeBellis, Jr. 67Barclay L. Grayson 92Glen A. Holden 51Gregory J. Houser 70Warner R. Munro 86N. R. Walker 66

Oregon StateJack R. Borsting 51

PennsylvaniaWilliam M. Barstow, Jr 41Jeffrey Lieberman 96

PurdueWilson R. Isert 35John W. Longstreth 51Howard R. Meeker, Jr. 48

RutgersGeorge D. Fosdick 63

SMUJeffrey P. Greiner 80John D. Hagerman 63David W. Light III 64

South DakotaJohn V. Conway, Jr. 56Jerry R. Morrissey 57Peter W. Wagner 62

Southern IllinoisRyan E. King 01Martin E. Obst 03

StanfordFranklin P. Johnson, Jr. 50

SyracuseRobert F. Hanley, Jr. 83

TexasMac N. Churchill 72

Texas TechR. Dean Stalcup 71

Truman StateMatthew J. Brawner 07Marc T. Tower 05Jason P. Waggoner 04

UCLAJames A. Collins 50Peter N. Pappas 86John H. Wilke 51

UNLVJ. William Romero, Jr. 95

UtahJoseph T. Butler, Jr. 58Jeff S. Cardon 80Christopher M. Conabee 88Adam D. Duncan 86Spencer F. Eccles, Sr. 56Christian K. Gardner 94E. Marc Mariani 77Michael P. Morris 81John R. Raybould 97

VillanovaMichael R. Okenquist 94

Virginia TechS. Wayne Kay 73Daniel L. Westra 76

WabashJames A. Carroll 65Robert T. Grand 78

WashingtonPeter J. Brix 58Blake W. Nordstrom 82Bruce A. Nordstrom 55

Washington & JeffersonRaymond S. Tomassene 83

Washington in St. LouisJesse R. Bodine 49Ferdinand Del Pizzo, Jr. 58Alwyn E. Wolfarth 59

WesleyanBradley J. Vogt 87

West VirginiaJames W. Boyd 68Charles K. Kane 52R. Brawley Tracy 50

Western ReserveWalter E. Kalberer 55

Kendall R. Bryan 88John R. Chisholm 84Albert G. Coulson III 94Jeffrey M. Dardarian 99David S. Eisen 83Michael G. Feinstein 82Peter C. Gaston 81Mark A. Goldberg 82Kevin J. Grannan 79Robert A. Grant 64Kent L. Groninger 63John M. Hirschi 56Lawrence R. Hoover 57Charles D. Koch 57Calvin S. Koonce 60Roger W. Lacy 79Alan L. Laves 82Frank J. Leibly III 93Michael A. Lopez 83Eugene C. Lou 90William T. Maimone 84Herman L. Marshall 78David A. Milich 82Michael W. Miller 95Richard H. Oeler 60Eric L. Raefsky 76Robert M. Ramstad 90Michael D. Rechtin, Jr. 89William G. Roeseler 65Paul W. Sommer 42Robert J. Struble 85John T. Sutton 55Lei H. Tung 86Herbert B. Voelcker, Jr. 51Earl J. Watkins 90Alfred E. Wechsler 55Albert O. Wilson, Jr. 38Frederick R. Wilson 83George M. Wyman 62Stephen J. Yeretsky 59Henry C. Young, Jr. 57

NebraskaRick W. Fuchs 03Andrew S. Mattox 00

North CarolinaWilliam E. Hall, Jr. 74

NorthwesternJohn M. Mutz 57Gary H. Rusk 65Justin M. Rutherford 00James T. West 48

OhioDavid M. Briggs 62Richard H. Brown 65

Glenn E. Corlett 65R. Leslie Cornwell 65James M. Horn 68Jeffrey J. OHara 69Richard A. Sabol 77Garry L. Weigand 65

Ohio StateDavid W. Wright 67

Ohio WesleyanW. Martin Haskell 68Eric R. Hursh 70

OklahomaRobert L. Barr IV 85Fallis A. Beall 55Robert S. Beall 79Michael A. Bickford 80Bradford L. Boone 82Todd K. Booze 90John F. Burns 86Bret A. Chandler 82Ronald J. Crosby 77Robert R. Felton 85Kevin L. Foxx 78Falon D. Fuller 80Dwayne E. Godsey 53Mark P. Godsey 77Daniel W. Jordan 78Robert R. Klabzuba 71Michael T. Krampf 88Michael T. Lynch 71Thomas H. McCasland, Jr. 56Thomas H. McCasland III 81Christopher H. Pierce 75David E. Rainbolt 78J. Hugh Roff 53William J. Ross 52Don A. Smith 58Garland R. Talley 74James W. Taylor 79Arthur H. Thompson 66Ralph G. Thompson 56Stan M. Vlasimsky 85

Oklahoma StateFredrick F. Drummond 53Joe L. Greenhaw 83Jeffrey S. Smith 86

OregonJoseph A. Arenz 93Thomas J. Arenz 91Morris A. Arntson, Jr. 59Andrew Berwick, Jr. 55Jack R. Borsting 51

My greatest treasure and gift is to meet and talk to undergraduates to imbue in them the commitment to live by Betas ideals, to remain involved with our Fraternity for life and to give back to our Foundation. My Mom always said, Service to others is the rent we pay for our space on earth. I am doing my best to be sure I pay my rent.

Richard H. Brown, Ohio 65

WhitmanLawrence B. Stone 77

Wichita StateJames E. Driscoll 62

WillametteR. Ethan Braden 02Douglas G. Houser 57

William & MaryMacGregor H. Hill II 04

WisconsinRolland S. McGinnis 53Robert L. Schnese 83

Wisconsin-OshkoshBenjamin D. Thornsberry 08

YaleWilliam H. Greer, Jr. 51

Beta OrganizationsOklahoma House Corporation

Friends of BetaVan H. EllisEdward KirklinBernidene MerrillRobert TignerNorEaster FoundationSoros Fund Charitable FoundationLumina FoundationRose Hills Foundation

Salesforce.com Foundation

GE Foundation

Microsoft Matching Gifts


B R I D G E B U I L D E R S O C I E T Y | O U R S U P P O R T E R S

LEAVING A LEGACY FOR THOSE WHO FOLLOWThe Bridge Builder Society recognizes those who have chosen to leave a legacy for the future of Beta Theta Pi through their will or estate plans. These

loyal brothers and friends have followed the example set by the old man who builds the bridge for the young man who will follow after him.

AuburnRoderick B. Hastie 82

Ball StateRandy D. Phillips 79

BethanyRichard K. Boyd, Jr. 61David A. Butz 60

Bowling GreenGeorge D. Patrick 62

British ColumbiaJames M. Strilesky 72Alan G. Young 71

BrownBruce M. Lloyd 80Russell T. White 44

Carnegie MellonKenneth K. Humphreys 59

CaseCharles L. Wiley 58

Central MichiganThomas C. Olver 98

CentreJerry M. Blesch 60B. Hume Morris 68

CincinnatiElroy E. Bourgraf 54Thomas D. Cassady 76Thomas F. Cole 60David M. Kerka 88H. Kent Mergler 63William L. North 63

ClemsonBryant N. Blakeslee, Jr. 06

ColgateBruce S. Fein 84

Colorado MinesNewell H. Orr, Jr. 48

CornellPhilip D. Spiller, Jr. 95

DartmouthThomas H. Gillaugh 46

DaytonThomas O. Farnsworth 09Timothy S. Herrmann 10

DenisonGeorge M. Brown, Jr. 60

DenverLeRoy J. Marx 49

DePauwJeffery L. Cable 82H. Tuck Schulhof 58Douglass M. Vines 68

DukeThomas U. Todd 54

East CarolinaD. Kirk Little 82Adam J. Scarboro 06

Eastern KentuckyL. Martin Cobb 96

EmoryWilliam R. Korth 76John H. Stebbins 92Alan C. Teplis 78

FloridaChristian S. Bauer 66Stephen B. Becker 69Edward B. Knight 38

Gary W. Leech 70Matthew S. Paynter 00

Florida StateJeffrey B. McLain 76Curtiss C. Potter 92

Georgia TechTheodore S. Haile 75J. Peter Labouisse 64Lynn C. Maddox 64

GMI-EMILouis A. Corsiglia 67David J. Hogan 74

HanoverRichard P. Ellenberger 58Sangkook Han 60

IdahoWilliam I. Jordan 69

IllinoisGant Redmon 59

IndianaJ. Philip Goddard 67Charles O. McCormick III 72James R. Roudebush 71

IowaSteven G. Bensema 06Neal J. Brower 90

Iowa StateMichael J. Dubes 66Judson A. Horras 97Robert A. Wiley 87

Johns HopkinsJames T. McMenamin, Jr. 71

KansasLloyd L. Kirk 55

Kansas StatePaul R. Attwater III 83H. James Bartels 43Robert S. Hoisington 79R. William Manning 80James H. Porter 64P. Thomas Purinton 63

Kettering AMatthew J. Lepkowski 97

LawrenceDavid J. Schnackenberg 90

Donald G. DiPaolo 78Robert H. Gillow 56Roger S. Helman 89William P. Johnson 57Joseph E. Salata, Jr. 78

Michigan StateRobert A. Cook 62Russell E. Palmer 56

MinnesotaScott J. Allen 95Bertram G. Leach 52Ryan A. Marek 12Justin M. Miller 00

MississippiWilliam B. Lipscomb 65

MissouriW.H. (Bert) Bates 49Carl E. Bolte, Jr. 51Charles E. Brown 61Robert N. Healy 64John P. Huston, Jr. 49Richard F. Kammerer 80Robert W. McKinley 66

MITMichael G. Feinstein 82

LouisvilleThomas N. Chapman 71Matthew V. Tsien 80

LynchburgCharles W. Warner 87

MaineDavid S. Lamb 62George S. Pullen 03

MiamiPeter W.C. Barnhart 66J. Benjamin Beshear 01Jonathan J. Brant 75Robert L. Cottrell 54Thomas C. Fey 68Ronald P. Helman 55Robert H. Kurz 58James T. Neef 53Jeffrey N. Newton 77JB Scherpelz 05Robert D. Wertz 61

Miami (Fla.)Peter N. Darrow 09

MichiganJames R. Denbo 63

LIVING MEMBERS OF THE BRIDGE BUILDER SOCIETYOur 11 new BBS members are shown in blue.

James R. Roudebush 71

As the parents of young children, we want our kids associated with people and organizations

that align with our familys values.

When Betas live their values, great

things happen! We support the BLF

because our gifts are connecting

young Betas to the vision of our

founders building authentic,

lifelong relationships among men.

Betas results tell a convincing story,

and we are proud to give back

because we are the products of our

Great and Good Fraternity

in action.

Scott J. Allen, Minnesota 95Scott and Jessica Allen with their son Will, and daughters Kate (left) and Emily (right)


B R I D G E B U I L D E R S O C I E T Y | O U R S U P P O R T E R S


NebraskaR. C. Mead 65William E. Thompson 65

NorthwesternBerry Conner, Jr. 52Paul R. Gudonis 76John M. Mutz 57Gary H. Rusk 65Justin M. Rutherford 00Robert W. Scholler 48

OhioDavid M. Briggs 62Richard H. Brown 65Brian D. Cain 91Randall V. Greig 53Richard E. Griffin 65J. Burton Mayes 39Jeffrey A. Radomski 81

Ohio StateC. Nelson French 47Daniel J. Westerbeck, Jr. 67David W. Wright 67

201 Living Bridge Builder Society Members

WILL BEQUESTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

L IFE INSURANCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

CHARITABLE REMAINDER TRUSTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

CHARITABLE G IF T ANNUIT IES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

RET IREMENT PLANS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

L IV ING REVOCABLE TRUSTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Total ................................................................................................................ 208**Several BBS members have made the Foundation beneficiary of multiple types of estate gifts.

ESTATE GIFT EXPECTANCIES NUMBER CONFIRMED

WILLIAM M. BARSTOW, JR.

P E N N S Y LV A N I A 4 1The Foundation was the beneficiary of $3,000, which

was split between the Pennsylvania Chapter Educational Fund, the BLF and the Founders Fund Endowment after Bill Barstows passing in 2012. Bill associated with other Betas living in the Hilton Head area and was a faithful donor for many years.

was split between the Pennsylvania

MARY & WILSON ISERT P U R D U E 3 5

Featured in last years report with a bequest of $75,000, the Iserts legacy continued

into this fiscal year with an additional distribution of $139,000, all of which was placed into the Founders Fund endowment. In all, the Iserts have contributed $213,920 to continue developing men of principle.

THOMAS M. (TIM)ROUDEBUSHD E N I S O N 5 2The Foundation received a bequest of $5,000 upon

the death of Tim Roudebush. A prolific entrepreneur, he founded the Eldred World War II Museum in 1996 and was an active member of the Kansas City Beta Club and a loyal Foundation donor. His bequest was split between the BLF and the Founders Fund endowment.

the death of Tim Roudebush. A prolific

COL. WILLIAM WHITFIELD WATKINS, JR.

P E N N S Y LV A N I A 4 1A bequest of $500 was received after the passing of Col. Watkins

in December, which was split between the BLF and the Founders Fund endowment. Col. Watkins gave annually nearly every year since 1973, and remained involved in his community and church throughout life.

in December, which was split between the

Ohio WesleyanEric J. Eickhoff 00

OklahomaJohn H. Coker, Jr. 72William J. Hemphill 45Michael C. Ritz 66Lee B. Thompson, Jr. 54

Oklahoma StateJoshua P. Fairchild 05Robert H. Johnson 77Louis M. Linxwiler, Jr. 53

OregonMorris A. Arntson, Jr. 59Richard F. Church 55William R. Crist 68John H. Herman 60Glen A. Holden 51

Penn StateJames B. Smith 50

PurdueHoward R. Meeker, Jr. 48John E. Young 56

Rhode IslandJeffrey M. Flanagan 93

RutgersKenneth J. Grispin 70

Saint LouisNicholas L. Block 03

San Diego StatePatrick M. Hidalgo 91

SMUDon S. Pearce 65

South DakotaDaniel H. Kirkham 58John C. Thietje 61

South FloridaDavid E. Schmidt 92

SyracuseG. Clif Heidel,Jr. 56

TexasT. Hardie Bowman 72Michael R. Eubank 83Wade H. McMullen 79George M. Minot 56

Texas TechR. Dean Stalcup 71

TorontoRoss W. Marsh 90Robert B. McConnell 79Frederick W. Young 54

UC IrvineChristopher C. Ogilvie 80

UCLAWalter A. Chenoweth 52Michael J. Downer 77

UnionCharles E. Pankenier 65

UtahSherman A. Smith 36Robert E. Stagg 67

Virginia TechCharles E. Comer 75S. Wayne Kay 73Daniel L. Westra 76

WabashJames A. Carroll 65Robert T. Grand 78Samuel H. Hildebrand II 61Thomas A. Klingaman 52Ronald R. Nichols 64

WashingtonRichard E. Phenneger 58

Washington in St. LouisFerdinand Del Pizzo, Jr. 58Harold W. Duke, Jr. 59Tristan K. Sopp 11

Washington StateGuy D. Perham 50

WesleyanJohn K. Easton, Jr. 58

West VirginiaThomas J. Gulliford 68

Western OntarioJohn R. Birkett 71Douglas M. Reid 58

Western ReserveThomas A. Lipton 63

WestminsterLouis K. Beasley, Jr. 65Michael J. Esser 70

Wichita StateRobert M. Smith 67Tim J. Watt 80

WillametteR. Ethan Braden 02Douglas G. Houser 57Jon A. Steiner 63

William & MaryPatrick A. Everett 07

WisconsinW. Perry Atterholt 83James R. Curtis 86William R. Meythaler 69Robert L. Schnese 83

Friends of BetaRonald W. BeshearHelen Davis (Jeremy Davis,

Williams 56)Mary Graham (John U. Graham, Purdue 40)Carolyn Harmon (Robert L. Harmon, Washington in St. Louis 49)Lindsey Mercer 95Dorotha Pitcher (Robert G. Pitcher, Purdue 45)Mona Skager (E. Loren Aufdenkamp, Illinois 48)Susanne Sommer (John M. Sommer, Miami 53)Dorian Beck Trauger


S O N S O F T H E D R A G O N C L U B | O U R S U P P O R T E R S

LEAVE YOUR MARK. . . . . . FOR THE KAIThe Sons of the Dragon Club

is the Beta Foundation's annual

giving club specifically for

Beta undergraduates.

The Sons of the Dragon Club is designed to educate on

the purpose, goals and activity of the Beta Foundation,

and to start undergraduates on their path of annual giving

to the Beta Leadership Fund.

SCHOOL 2014 CHAPTER 2014 CLUB PRIOR 3 YR. PARTICIPATION MEMBERS AVERAGEAlabama 2.4% 3 16American 35.9% 23 n/aArizona 16.1% 24 7Arkansas 13.9% 15 29Auburn 9.0% 14 78Baylor 32.7% 18 22Bethany 50.0% 11 3 British Columbia 11.4% 9 5Cal Poly 15.8% 12 17Carleton 48.1% 13 12Case Western Reserve 54.5% 30 16Central Florida 38.2% 26 64Central Michigan 61.0% 36 32Centre 100% 30 6Chapman 21.1% 23 16Charleston 37.1% 23 23Cincinnati 32.0% 24 27Clemson 1.0% 1 6Colgate 3.2% 2 2Colorado Mines 73.8% 48 25Columbia 24.5% 12 3Connecticut 32.4% 24 35

2010 2011 2012 2013 2014

1,033 MEMBERS

$22,298

1,604 MEMBERS

$ 3 1 , 1 1 8

2,170 MEMBERS

$43,374

2,212 MEMBERS

$43,845

SONS OF THE DRAGON CLUB | GIVING HISTORY2,450 MEMBERS

$55,146

SCHOOL 2014 CHAPTER 2014 CLUB PRIOR 3 YR. PARTICIPATION MEMBERS AVERAGECornell 56.5% 35 24Creighton 73.0% 46 19Dayton 58.3% 35 23Denison 13.8% 9 12Denver 100% 64 36DePauw 17.7% 20 16Drexel 63.6% 21 n/aEast Carolina 73.7% 42 22Eastern Kentucky 17.1% 6 18Eastern Washington 23.7% 9 7Emory 5.4% 4 27Florida 0.7% 1 4Florida International 100% 50 42Florida State 32.2% 29 n/aFurman 30.3% 10 14George Washington 22.1% 18 24Georgia 0.8% 1 1Georgia Tech 0.0% 0 2Hanover n/a 1 4High Point 100% 43 18Idaho 28.0% 23 17Illinois 47.9% 34 n/a

SCHOOL 2014 CHAPTER 2014 CLUB PRIOR 3 YR. PARTICIPATION MEMBERS AVERAGEIndiana 2.4% 4 19 Iowa 22.9% 11 6Iowa State 31.9% 22 17John Carroll 42.6% 20 20Johns Hopkins 22.5% 16 12Kansas 0.0% 0 1Kansas State 4.0% 4 7Kentucky 100% 114 71Kenyon 5.6% 3 3Kettering A 100% 15 16Kettering B 100% 31 20Knox 9.3% 4 7Lawrence 18.8% 9 6Louisville 16.7% 10 9Loyola Marymount 10.1% 10 12Maine 5.7% 4 13Maryland 54.0% 27 30Miami n/a 2 3Miami (Fla.) 20.8% 22 17Michigan 41.2% 21 22Michigan State 57.4% 31 16Minnesota 100% 69 42


S O N S O F T H E D R A G O N C L U B | O U R S U P P O R T E R S

Betas from the University of Kentucky at their fall 2013 initiation, who once again showed 100% chapter support for the Sons of the Dragon Club.

SCHOOL 2014 CHAPTER 2014 CLUB PRIOR 3 YR. PARTICIPATION MEMBERS AVERAGEMississippi 10.4% 8 27Missouri 4.5% 7 3Missouri-Kansas City 21.9% 14 13MIT 47.1% 8 4Nebraska 13.7% 13 14North Carolina 5.3% 4 2North Dakota 100% 38 12Northeastern 100% 42 50Northwestern 7.3% 6 24Nova Southeastern 100% 18 21Ohio 10.7% 6 6Oklahoma 42.1% 80 9Oklahoma State 13.6% 19 12Oregon 0.0% 0 6Pacific 100% 71 36Penn State 6.8% 5 17Pennsylvania 6.8% 5 2Pittsburgh 24.0% 12 n/aPuget Sound 41.9% 18 n/aQuinnipiac 27.9% 12 n/aSaint Louis 33.7% 31 19San Diego 56.0% 60 52

SCHOOL 2014 CHAPTER 2014 CLUB PRIOR 3 YR. PARTICIPATION MEMBERS AVERAGESan Jose State 78.6% 22 24Sewanee 0.0% 0 3SMU 10.5% 12 38South Carolina 10.4% 14 30South Dakota 70.8% 34 16Southern California 6.5% 8 26Southern Illinois 100% 26 28St. Lawrence 12.7% 7 6Stevens 16.7% 7 6TCU 19.5% 26 40Tennessee 64.7% 11 10Texas A&M 1.9% 2 6Texas A&M-CC 37.5% 9 10Texas at Arlington 100% 24 16Toronto 25.0% 8 7Truman State 58.2% 53 48UC Irvine 25.6% 11 8UC San Diego 19.1% 9 n/aUC Santa Barbara 4.4% 4 11UCLA 9.1% 11 11Utah 35.4% 29 27Vanderbilt 2.4% 2 4

SCHOOL 2014 CHAPTER 2014 CLUB PRIOR 3 YR. PARTICIPATION MEMBERS AVERAGEVillanova 8.2% 5 6Virginia 1.2% 1 14Virginia Tech 4.6% 5 10Wabash 47.2% 34 28Washington 3.5% 4 5Washington & Jefferson 70.7% 29 6Washington and Lee 5.0% 3 1Washington in St. Louis 16.2% 17 16Washington State 21.2% 14 7Wesleyan 1.9% 1 1West Virginia 3.9% 3 4Westminster 100% 51 25Whitman 15.4% 6 1Wichita State 50.9% 32 19William & Mary 5.7% 5 19Wisconsin 100% 22 17Wisconsin-Oshkosh 35.9% 14 16Wittenberg 6.0% 3 5WPI 42.31% 22 15

Grand Totals 27.4% 2,450 1,993

I ve supported the BLF each year since I joined the Fraternity. Finances are important to all college students, but giving what I can is more than worth it because of all the things Beta

has done for me. Our leadership opportunities are extremely

influential, and Im happy to do what I can to make the

programs available for others.

Kevin Adams, Michigan State 15 (right)

DONOR LIST LEGENDANNUAL GIVING CLUBS

(June 1, 2013 May 31, 2014)

Laurel Wreath Club .....................$50,000+

Wooglin Club .....................................$25,000

The ___kai___ Club ........................$10,000

Pink & Blue Club ................................. $5,000

Grecian Shield Club ..........................$2,500

John Reily Knox Club ........................$1,500

Beta Grip Club .......................................$1,000

Beta Dragon Club .................................. $500

1839 Club ....................................................$250

Mystic Circle Club ...................................$100

SONS OF THE DRAGON CLUB Annual recognition for undergraduates

who contribute $18.39 or more to the BLF.

LIFETIME GIVING SOCIETIES

() Old Main Society ............... $1 Million+ () Campanile Society ............ $500,000 () Chautauqua Society ........$250,000 () Diamond Society ..................$100,000 () Rose Society........................... $50,000 () Founders Society.................$25,000 () Presidents Society ...............$10,000 () Loving Cup Society ................ $5,000 () Beta Society .................................$1,000

CONSECUTIVE YEARS GIVING

Annual recognition for donors who give

consecutively for multiple years.

5 Years 10 Years 15 Years 20 Years 25 Years

B L F & D O N O R R E C O G N I T I O N | O U R S U P P O R T E R S


ANNUAL, LIFETIME AND CONSECUTIVE GIVINGThe following list contains

all donors (grouped

alphabetically by school)

who made gifts to the Beta

Foundation from June 1, 2013

through May 31, 2014. Annual

Giving Clubs, Lifetime Giving

Societies and consecutive

years giving are highlighted

throughout the list using Club

names and various symbols

defined by the legend.ANNUAL GIFTS RECEIVED FY11 FY12 FY13 FY14Beta Leadership Fund $938,072 $1,006,468 $960,828 $854,610

The Promises to Keep Campaign N/A $3,781,000* $4,260,543* $3,262,038*

Other Named Funds $2,059,719 $1,430,151 $1,714,712 $2,065,637

Total Gifts Received $2,997,791 $6,217,619* $6,936,083* $6,182,285*

Total Donors 4,769 5,415 5,587 5,346

*Includes pledges to The Promises to Keep Campaign

BETA LEADERSHIP FUNDDeveloping Men of Principle for a Principled Life

British Columbia Betas in the Marching Line at the 175th Anniversary.

ANNUAL, LIFETIME AND

Friends of Beta attending the 175th Anniversary and General Convention.



BLF GIVING RESULTS BY CHAPTER

N U M B E R O F D O N O R S 1. Oklahoma ...................................................120

2. Kentucky ...................................................... 118

3. Minnesota .................................................... 110

4. Miami ..............................................................95

5. Denver ...................... ...................... ...............79

6. Cincinnati .....................................................74

7. Wabash .........................................................74

8. Pacific ..............................................................71

9. Westminster.......... ........ ............................ 70

10. San Diego .....................................................65

D O L L A R S C O N T R I B U T E D 1. Miami ..................................................$63,397

2. Missouri .............................................$63,945

3. Iowa State ........................................$25,853

4. Oklahoma ..........................................$25,481

5. Case Western Reserve ..............$22,539

6. Cincinnati ..........................................$19,828

7. Indiana ....................................................$18,111

8. Kansas State .................................... $16,957

9. Pennsylvania .................................... $15,233

10. Northwestern ...................................$14,422


(June 1, 2013 May 31, 2014)


Wooglin Club .....................................$25,000

The ___kai___ Club ........................$10,000

Pink & Blue Club ................................. $5,000



Beta Grip Club .......................................$1,000

Beta Dragon Club .................................. $500

1839 Club ....................................................$250












Celebrating Founders Day at the 175th Anniversary and General Convention in Oxford.



My life in the Beta Rho Chapter was like a wonderful novel full of thousands of vignettes that are all happy, fun and nostalgic. But most of all, my memories of friendship and brotherhood were positive ventures that added special meaning to my life and were often too good to be true. Betas 14th Oxford Cup Recipient,Ambassador Glen Holden, Oregon 51


(June 1, 2013 May 31, 2014)


Wooglin Club .....................................$25,000

The ___kai___ Club ........................$10,000

Pink & Blue Club ................................. $5,000



Beta Grip Club .......................................$1,000

Beta Dragon Club .................................. $500

1839 Club ....................................................$250














2013-14 RE/COLONIZATIONS NORTH CAROLINA STATE UNIVERSITY Raleigh, N.C. [email protected]

OHIO STATE UNIVERSITY Columbus, Ohio [email protected]

PURDUE UNIVERSITY Lafayette, Ind. jack.ja [email protected]

UC DAVIS Davis, Calif. [email protected]

WILLAMETTE UNIVERSITY Salem, Ore. [email protected]

We have a distinct and definite obligation

to cherish, to add to, and to transmit

the legacy of Beta Theta Pi to those

who are to follow.

Francis W. Shepardson, Denison 1882


(June 1, 2013 May 31, 2014)


Wooglin Club .....................................$25,000

The ___kai___ Club ........................$10,000

Pink & Blue Club ................................. $5,000



Beta Grip Club .......................................$1,000

Beta Dragon Club .................................. $500

1839 Club ....................................................$250














When we arrived at Keystone, our E-Board had an idea of what we wanted to do, but not exactly the knowledge on how to make our ideas a reality. Keystone helped answer our questions and gave us important tools and skills. By the time we returned to campus we had both a vision and a clear plan, and Id like to think we made Wooglin proud this year. Rodrigo Villegas, Quinnipiac 15

Rodrigo Villegas (third from right) with the Quinnipiac colony executive board at Keystone.


(June 1, 2013 May 31, 2014)


Wooglin Club .....................................$25,000

The ___kai___ Club ........................$10,000

Pink & Blue Club ................................. $5,000



Beta Grip Club .......................................$1,000

Beta Dragon Club .................................. $500

1839 Club ....................................................$250












Undergraduates on stage during the Fill in the Seats post-Model Initiation reflection session at the 175th Anniversary on August 8, 2014



The Presidents Academy reminded me that not all decisions are easy and some of them come at a cost. Just do what is right, and the rest will follow. Nate Wong, Minnesota 15

Nate Wong (second from left) with other brothers of the Beta Pi Chapter at the University of Minnesota.


(June 1, 2013 May 31, 2014)


Wooglin Club .....................................$25,000

The ___kai___ Club ........................$10,000

Pink & Blue Club ................................. $5,000



Beta Grip Club .......................................$1,000

Documents

Foundation Annual Report - 2014