2011 Annual Report

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2011 Annual Report

  1. 1. Sigma Chi Foundation 2011 Annual Report
  2. 2. “ man has made at least a start on discovering the meaning of human life A when he plants shade trees under which he knows full well he will never sit.”David Elton TruebloodTa b l e o f C o n t e n tsChairman’s Message 1 Stewards of Your InvestmentCEO’s Message 2 The Sigma Chi Foundation promotes excellence in the programs we fund. Our grant review process ensures accountability and clear linkage from the donor’s expectations to the program’s delivery. Our grant process requires grant applications to clearly state program objectives, list expectationsFoundation Board of Governors 4-5 with delineated metrics, name responsible parties and provide detailed budgets. Our Grant Committee reviews each application, interviews program stakeholders, negotiates enhancements toFinancial Commentary 6-7 expectations and tracks progress throughout the grant-funding year.Leadership Programs 8-17The Historical Initiative 18-19Scholarships and Awards 20-23Ways to Give 24-27Donors 28-49 Editor: Bree Barry Designed by: TaylorBruce.com
  3. 3. C hairma n ’ s M e ssag eCultivating Leaders andPromoting Academic ExcellenceSigma Chi impacts young men to become leaders imbued with worthy ideals Your Engagement Makes the Differenceand attributes. We instill our core values in our young brothers through ourvalues-based leadership training programs and encourage their academic Brothers, I’d like to thank you on behalf of our entire Board of Governorspursuits through scholarship support. Our efforts fortify them to face a world and the more than 16,000 young men who benefit from your generosity. Your donations fund the programs and your dedicated tireless servicethat all too often rewards doing the wrong thing, or taking the easy way out. bring them to life.It is undeniable that there is a great need for leaders of good character. It is I am proud to serve your Foundation as Chairman. It is humbling toas true now as it was when Founder William Lewis Lockwood said in 1857, follow in the footsteps of Brother Chuck Watson, Oklahoma State 1972,“The world needs just such men.” who served as Chairman over the past five years. In recognition of his outstanding leadership, this summer the Foundation announced the Kim and Chuck Watson scholarship to be given in perpetuity to the highest ranking General Academic Scholarship winner. We also announced the Nancy and John Peterson Academic Scholarship to honor John’s devoted service. Both honors are intended to recognize the past Chairmen who helped to build this strong Foundation. The Sigma Chi Foundation is fortunate to have you as a donor. You are the most important part of what we do. Without your gifts and endorsement of our cause we could not accomplish a thing. Please stay engaged with the Foundation so that we can continue to meet Sigma Chi’s leadership and scholarship needs now and in the future. Timothy A. Michael, Ohio State, 1970 Chairman, Sigma Chi Foundation 2011 Annual Report Pg. 1
  4. 4. C EO ’ s M e ssag e “ give because of all that Sigma Chi’s core values and ideals have meant I since my initiation. No other association has given me so much.” Jack Chapin, Washington (St. Louis) 1955Engage:Donate, Volunteer, AdvocateBrothers, your donations, volunteer efforts and advocacy on behalf of our Thank you for the time, treasure, dedication and effort you give to Sigma Chi. Together we are impacting the hearts and minds of future leaders who willleadership programs and scholarships made fiscal year 2010-11 a very good change this world for the better.year for the Sigma Chi Foundation. We were able to meet all of our grant I welcome the opportunity to engage with you, by phone, email or in personcommitments, expand scholarships, expand programs and set aside some funds to speak to your alumni group, any gathering of local brothers, or to youto continue to build our endowment. The end result was we reached more of individually. Your questions, comments, and feedback are always appreciated.our undergraduate brothers through increased leadership and scholarship Finally, if you have not yet given to the Foundation this year, please give thisopportunities. As you will see from the testimonials in this report, our young your careful consideration. We have much more to do, and we need you to staybrothers are grateful for your support and look forward to giving back when engaged and spread the word to ensure the future of Sigma Chi. Thank you!they become alumni. I too, am very grateful for your generosity. In Hoc,Your continued engagement will:• Provide multilayered leadership programming that reaches, supports and positively impacts every undergraduate every year.• Provide much-need scholarship funds.• Prepare our brothers to be leaders in every category and aspect of society.• Build our endowment to ensure that our excellent programs are funded in perpetuity. • Demonstrate to your fellow brothers the meaning of meeting your double obligation to Sigma Chi. Gregory J. Harbaugh, Purdue, 1978 President and CEOPg. 2 2011 Annual Report
  5. 5. H igh l ights f o r F isca l Y e ar 2 0 1 0 – 1 1Strong Fiscal Performance Our programs continue to deliver We continue to reach out to Newly Created Strong Arms Scholarship excellence and value, thanks to alumni to seek their engagement• .7% decrease in expenses 1 • he “Strong Arms” scholarship fund T many dedicated and passionate and support: (vs. last year) aides undergraduates who have volunteer brothers!• 0.2% increase in revenue (vs. last year) 1 • 0 alumni participated in the 2 suffered catastrophic personal tragedies• .22(cash), $.21 (accrual) cost per dollar $ • ,780 brothers participated at 1 highly successful Distinguished (tornadoes, floods, etc.). raised in fiscal year 2010-11 BLTW—breaking attendance Visitor programs at Horizons• 7.6% program support increase records for the third year in a row and BLTW. The Donor-Scholars Program• 4.2% of revenue set aside 1 • weeks of the Horizons leadership 4 • 90,000+ alumni received 1 for endowment experience were provided information from the An alumnus can endow an annual $1,000• xceeded development goals E • 00+ Cornerstone Mentors were 1 Foundation at least once. named scholarship with a $25,000 trained at BLTW This is everyone for whom we gift. Donors are encouraged to provide • ourney chapter curriculum is being J have contact information. biographical and contact information toInvestment Performance developed and will incorporate facilitate a mentorship opportunity with theExceeded Benchmark multiple modules that can be recipient. The following named academic• 25.28% vs. 25.18% benchmark accessed via Sigma Chi’s online scholarships have been created through (Industry standards based on asset class) education website. The initial rollout N e w I n itiativ e s the Donor Scholars program: of Journey will include modules on Looking Forward • urray K. McComas, Phi Phi 1958 MSupported Academic Excellence the following topics: • ames and Connie Bash, Lambda 1946 J Chapter Culture Assessment Your Foundation is committed• rovided $495,000 in total P • onald and Lorena Meier, D Strategic Visioning to the continued expansion and scholarship support Alpha Epsilon 1941 Values-based Leadership enhancement of scholarships:• $150,000 to fund general academic • enneth H. Kraft, Jr., Term Endowment K Personal Leadership Life Skills scholarships—the fifth annual increase Fund in honor of Brother Glen Berree, of $25,000 in a row Daniel William Cooper Award Epsilon Sigma 1969 We continue to grow our grassroots support through the Thomas Cowan To incentivize chapter-wideGrowing Program Grants Worth Mentioning Bell Chapter Challenge: scholarship, the top three• $450,000 to fund 100% of the Daniel William Cooper undergraduate • cholarships now include S • he Bell Chapter Challenge is T chapters were recognized at Horizons leadership program need-based considerations a grass-roots effort that directly Balfour LTW:• $392,000 to fund 64% of the cost • urther expansion of leadership F links giving to the Foundation Balfour Leadership Training programs is anticipated as resources with leadership and scholarship • irst Place ($5,000): University F Workshop (BLTW) and endowment grow opportunities at the donor’s of Kentucky, Lambda Lambda• $150,000 to fund $100% of the • im and Chuck Watson Scholarship— K home chapter • econd Place ($3,000): University S Cornerstone Mentor program Top Scholarship Applicant, • 31 chapters are currently wholly or of Memphis, Epsilon Kappa• $32,000 to fund 100% of the K.S. “Bud” Recipient: James S. Heffner, partially supported as Bell chapters • hird Place ($2,000): University T Adams Jr. Province Balfour program Western Connecticut State 2014 of Tennessee–Martin, Kappa Psi• $30,000 to fund 100% of the Journey • ancy and John Peterson Scholarship, N We have maintained and invested (Awards can only be used for Recipient: Damon J. Hudson, Chapter Retreat Program in our Peterson International educational purposes)• $20,000 to fund 100% of the Choices/ New Mexico 2013 Headquarters building and museum • unded awards provided to new F Betty Ford Center Drug and Alcohol 2011 Annual Report Pg. 3 Education Program Significant Sigs
  6. 6. LeadershipThe Sigma Chi Brother Clerico joined He retired as President ofFoundation Board the Foundation Board of Ada Resources, Inc. after 34of Governors Governors in 2008 and years with the company. Ada serves as treasurer. He is is the petroleum marketing a Significant Sig. subsidiary of Adams Resources Energy, Inc. Brother Beauchamp joined Edward W. Blessing John G. Berylson the Foundation Board of Thomas E. “Tommy” Bronson Stephen W. Goodroe San Diego State, 1960 Brown, 1975 Governors in 2008. He is Tennessee-Knoxville, 1958 Georgia, 1971 Vice Chairman a Significant Sig and an Brother Berylson is the Order of Constantine Sig. Brother Bronson is the Brother Goodroe is an Brother Blessing is the Chairman and Chief retired President of Meridian Executive-in-Residence inTimothy A. Michael Managing Director of Executive Officer of Chestnut Business Group, Martin the Terry College of BusinessOhio State, 1970 Blessing Petroleum Group, Hill Ventures LLC. Prior Marietta Materials. He at the University of Georgia.Chairman LLC, founded in 1989 to Robert D. Basham to Chestnut Hill Ventures, has previously served as After graduating from UGABrother Michael is Chairman serve as a financial advisor Maryland, 1970 he was the President of Chairman, CEO, Meridian (Delta) in 1971, Goodroeof the Foundation Board to the energy industry. GCC Investments, LLC, a Aggregates Company; joined Procter and Gambleof Governors. He is the Additionally, he currently Brother Basham is Vice subsidiary of GC Companies, Chairman, President and where he spent 30 years inprincipal of Michael Freres serves as an Independent Chairman of Outback Inc. Brother Berylson has CEO of Ideal Basic Industries a variety of roles in North Associates, Inc., a private Director of NGP Capital Steakhouse. A graduate served on the boards of and President, Moore America, Europe, and Asia.investment company that Resources Company (NGPC). of the University of numerous private and McCormack Cement, Inc., He retired in 2001 as Maryland, he started out public companies, including Matthew R. Bradshaw and CEO of Florida Mining Vice President - Globalinvests in companies in Brother Blessing joined in a family-run restaurant Millwall Holdings, plc; ACA Florida, 1999 and Materials Corp. Customer Marketing.early stage development. His the Foundation Board ofbackground includes service business and, in 1973, Capital Holdings, Inc.; Governors in 2008. He is Brother Bradshaw is Vice Brother Bronson joined After retiring from PG, heas an officer in the U.S. joined the management MotherNature. Com, Inc.; a Significant Sig. President and co-portfolio the Foundation Board of led the successful start-upNavy; 15 years of experience program of the Steak GrandVision SA; PrimaCom manager at Millennium Governors in 2005. He is of dunnhumby USA, a jointin the investment banking Ale Restaurant Company. AG and Youngworld Stores Partner’s Green Arrow fund. a Significant Sig. venture between The Krogerindustry; and CEO of two He ultimately became vice Group, Inc. Brother Bradshaw is also a Company and a London-companies that were sold to president of operations of Brother Berylson joined Partner at Durational Capital, based marketing servicespublicly owned companies. the Bennigan’s Concept the Foundation Board of a start-up private equity company, serving as the and was instrumental inBrother Michael joined Governors in 2009. fund focused on emerging first CEO. its successful nationwidethe Foundation Board of market opportunities. He is Brother Goodroe taught a expansion. In 1983, BrotherGovernors in 2006. He is the current President of the marketing strategy course in Basham and Chris Sullivana Significant Sig. New York Alumni Chapter of the Executive MBA program established Sunstate Sigma Chi. at UGA and served on John A. Clerico Restaurant Corporation to Oklahoma State, 1963 develop the Chili’s Concept Brother Bradshaw joined the Alumni Board of Terry Treasurer as a franchisee and joint the Foundation Board of Richard J. Campo College. He is currently venture partner in Georgia Governors in 2009. Oregon State, 1976 a member of the Brother Clerico is Chairman and Florida. The company Emeritus Board. of the Board of Directors merged with Chili’s, Inc. in Brother Campo is Chairman of Global Industries, Ltd. of the Board of Trust Brother Goodroe joined 1987, and Brother Basham Lee A. Beauchamp He has been a member of Managers and Chief the Foundation Board of continued in his operations Texas AM-College Station, the Company’s Board since Executive Officer of Camden Governors in 2009. He is position until departing 1975 February 2006 and is the Property Trust. He also serves a Significant Sig. to cofound Outback Chairman of Chartmark Steakhouse. Brother Beauchamp served on numerous charitable, Investments, Inc., a company as 63rd Grand Consul of community and real estate he founded in 2001. Brother Basham joined Sigma Chi Fraternity from industry boards. the Foundation Board of 2003 through 2005. Governors in 2011. He is Brother Campo joined a Significant Sig. the Foundation Board of Governors in 2006. He is a Significant Sig.Pg. 4 2011 Annual Report
  7. 7. Chairman of the Board at Director of American Holdings, Thermo Brother Sweeney joined Governors Emeritus: Angie’s List and Chairman Reprographics, Inc. (NYSE) Fisher Corp., Univision the Foundation Board of of the Board of Trustees at and is President of his Communications, Inc., Governors in 1995. He is K.S. “Bud” Adams, Jr. Purdue University. Brother own production company, Warner Music Group, a Significant Sig. Kansas 1944 Krach is the founder and Craftsman Films. Experian Information Solutions, Fisher Scientific, Dr. Constantine Curris former chairman and CEO Brother McCluggage joined Front Line Management Kentucky 1962 of Ariba Inc. At the age of 26, Keith was the youngest the Foundation Board of Companies, Inc., HoughtonSamuel B. Haskell, III Robert E. Joseph Henry Durham vice president in General Governors in 2008. He is Mifflin Co., The LearningMississippi, 1977 Willamette, 1957 Kentucky 1953 Motors’ history and led GM’s a Significant Sig and an Company, LiveWire, robotics operations. He was Order of Constantine Sig. LLC, PriCellular Corp.,Sam Haskell is the former Brother Joseph joined Ben FisherExecutive Vice President and the law firm of Schwabe, Ernst Young’s National ProcureNet, ProSiebenSat.1, Illinois 1948Worldwide Head of Television Williamson Wyatt in 1965, Entrepreneur of the Year in Tibbar, LLC, Wyndhamfor the venerable William and developed a national 2000, and was honored at Hotels and several other Bob Hayden Chuck L. WatsonMorris Agency. In 2007, reputation for his knowledge the World Economic Forum private companies. Miami (Ohio) 1960 Oklahoma State, 1972TV Week named him one and understanding of in Davos, Switzerland, Prior to joining Thomas Past Chairman, Foundation Jon Huntsman, Sr.of the 25 Most Innovative insurance regulations. In with the Technology H. Lee Partners, Brother Board of Governors Pennsylvania 1959and Influential People in 1988, Brother Joseph helped Pioneer Award. Sperling was ManagingTelevision over the last organize Sigma Chi’s Risk Brother Krach joined Partner of The Aeneas Brother Watson is Murray McComasquarter century. He authored Management Foundation the Foundation Board of Group, Inc., the private the Chairman of CLW Pennsylvania 1958the autobiographical memoir and served as Chair for 10 Governors in 2010. He is a John D. Peterson capital affiliate of Harvard Investments, Inc., andwith life lessons, the years. He served as 56th Significant Sig and an Order Indiana, 1955 Management Company, Wincrest Ventures, Inc. S. Jack McDuffNational Bestseller, Promises Grand Consul of Sigma Chi of Constantine Sig. He is the for more than ten years. He is the co-founder of Arizona 1951I Made My Mother. Fraternity from 1989 through 1979 International Balfour Brother Peterson is Before that he was a senior Eagle Energy Partners. He 1991, and is currently Award Winner and former Chairman of the Board of consultant with the Boston is a minority owner of the Allen C. MenkeDuring his 27 year career at the Foundation Board of Chairman of the Leadership City Securities Corporation. Consulting Group. Houston Texans. Brother Purdue 1944William Morris his clients Governors Parliamentarian. Training Board. He served as Chairman of Watson served as Chairmanincluded Bill Cosby, George Brother Sperling joined Jim Morris the Foundation Board of of the Foundation BoardClooney, Ray Romano, Dolly Brother Joseph joined the Foundation Board of Minnesota 1950 Governors from 1992 of Governors from 2006Parton, Whoopi Goldberg, the Foundation Board of Governors in 2011. He is to 2006. to 2011.Tony Danza, Kirstie Alley, Governors in 2002. He is a Significant Sig. Hon. William O’KelleyMichael Feinstein, and His a Significant Sig and an Brother Peterson joined the Brother Watson joined Emory 1951Royal Highness The Prince Order of Constantine Sig. Foundation Board in 1987. the Foundation Board ofEdward. He also packaged He is a Significant Sig and Governors in 2003. He is Phil Olsensuch hit network series as an Order of Constantine Sig. a Significant Sig and Order Utah State 1970The Cosby Show, Fresh of Constantine Sig. Leon ParmaPrince Of Bel Air, Everybody San Diego State 1951Loves Raymond, Sisters, D. Kerry McCluggageDiagnosis Murder, Mad Southern California, 1976 Merril “Boz” PrichardAbout you, Regis and Kathie Illinois 1948Lee, and Lost! Brother McCluggage formerly served as Chairman of the Robert F. Sweeney Bernard SergesketterBrother Haskell joined Colorado State, 1959 Paramount Television Group Purdue 1958the Foundation Board of Keith Krach and President of UniversalGovernors in 2010. He is Purdue, 1979 Brother Sweeney is a former Television. He is currently Jesse R. “Bob” Stonea Significant Sig. Scott Sperling Mayor of Craig, Colorado. an investor in media related Illinois 1951 Brother Krach served as Purdue University 1979 Currently, he is President of 64th Grand Consul of Sigma companies including Trifecta the Kenneth King Foundation Dennis E. Wheeler Chi Fraternity from 2005 Entertainment, Peace Arch Brother Sperling is Co- in Denver. Along with Idaho 1964 through 2007. He currently Entertainment and Content President of Thomas H. his wife Gerri, he also serves as Chief Executive Media where he is a board Lee Partners. His current publishes numerous John A. Ziegler, Jr. Officer of 3Points LLC. director. Brother McCluggage and prior directorships community newspapers. Michigan 1955 He is also the Chairman is also the Lead Independent include Clear Channel of the Board at DocuSign, Communications, Hawkeye
  8. 8. Sustainable GrowthFinancial Commentary: Fiscal Year 2010-11Thanks to strong donor support and effective stewardship, the Sigma F o undat i o n G r ant A ll o cat i o nChi Foundation met every leadership grant commitment, expanded ouracademic scholarships, and achieved a positive bottom line for fiveconsecutive years.The Foundation continues to work hard to control discretionary expenses,which are down more than 21% over the last five years. We have alsoexplored our development efforts, growing our revenue to pre-recessionlevels. In close partnership with Sigma Chi Fraternity leadership, programefficiency has been enhanced. As a result, your Foundation is positioned Balfour Leadership Training Workshop: 21%for sustainable, conservative growth as we look to the future. Horizons: 25%Cash-Based Performance Cornerstone: 9%The Foundation manages its budget based only on known cash revenueand cash expenses. Very conservative budget management and an increase K.S. “Bud” Adams Jr.in charitable giving, including a bequest from the estate of Past Grand Province Balfour Life Academic Loyal Sig Award: 2%Consul James Bash, helped the Foundation achieve a 10.2% revenue Scholarships: 28% Journey: 2%surplus, which was primarily directed to grow the unrestricted endowment. Peterson Significant Choices: 1%The Foundation granted $1,600,000 in support of leadership programs, Chapter Award: 1% Historical Initiative: 2%$150,000 to fund unrestricted general and alumni academic scholarships,and an additional $345,000 to fund chapter-restricted Founding Siteacademic scholarships. Headquarters Preservation: 9% View our IRS form 990 at GuideStar.com or by request.Pg. 6 2011 Annual Report $ 495,000 Total scholarship support 7 % Increase in White Cross $ 2,400,000 380% increase in unrestricted endowment growth a 350% increase in unrestricted awards Trust Membership over the past five fiscal years
  9. 9. Thanks to growing donor support, F i n a n cia l tr e n dsaggressive spending controls,conservative budgeting assumptions,reduced dependence on outsourcedvendors, and paying strict attention $2,500,000to the bottom line, the Foundation ison a sustainable growth path. Leadership Scholarship Grants Contribution to EndowmentAccrual-Based Performance $2,000,000We also maintain accrual basis Total Expensesfinancial records, which reflectunrealized gain or loss on investments,the present day value of pledges uponthe date of commitment, depreciation, $1,500,000and other non-cash items. Legacy 2007-08 2008-09 2009-10 2010-11Professionals, LLP, conducted theFoundation’s certified audit. Moreinformation on our accrual basedfinancial statement (IRS Form 990)may be found at www.GuideStar.com. income, and grow at a rate exceeding Endowment and Chapter Charitable Contributions, Section 3(B)). inflation. In response to changing Specific Funds An Endowment fund is formed only market conditions, the Foundation upon the creation and acceptance ofInvestment Performance adopted a revised investment policy The Foundation has established an Endowment Fund Agreement thatUnder the direction of the Foundation statement and asset allocation in policies governing Endowment and conforms to relevant policy.Board of Governors Investment October 2010. chapter-specific funds consistent The Foundation annually adopts aCommittee, Bank of America served as with applicable law. We account for The Foundation’s investment portfolio spending policy to set the annualmanager of the Foundation’s investment Endowment assets in separate funds returned a positive 25.28% (not distribution rate from Endowmentportfolio in fiscal year 2010-11. We based on fund purpose and donor- inclusive of unrealized gains/losses) in funds. During fiscal year 2010-11,routinely review our asset allocation imposed restrictions. The Foundation fiscal year 2010-11. The benchmark the spending policy was 4% of anpolicy. Our investment priorities are to seeks to preserve the corpus and was 25.18%. endowment fund’s average corpus forpreserve corpus, conservatively produce utilize only earnings of all Endowment the preceding 12 quarters (ended June funds (as defined in its Policy for 30, 2010). Fund Maintenance and Acceptance of 31 Number of chapters that the $ .22 $.22 (cash) and $.21 (Accrual) $ 10,000 Approximate return in Leadership and 2011 Annual Report Pg. 7 Bell Chapter Challenge has expanded to cost per dollar raised Scholarship support provided to each Chapter
  10. 10. “ s a 25 year-old newlywed, it is A empowering to know that our Fraternity is in such great hands.”“ attended my first Balfour LTW as an alumnus this summer. I The blue and gold flame in my heart ignited when I talked with Sigs of all ages about our brotherhood. As a 25 year-old newlywed, it is empowering to know that our Fraternity is in such great hands. My time with our brothers reminded me that our relationship to Sigma Chi is reciprocal, the more I give the more I am inspired. alfour LTW allowed me to reflect on our three great aims: B friendship, justice, and learning. Friendship was in full force over the four days as I watched brothers from all over our continent interact. Justice was evident in examples provided by over 150 alumni facilitators to each attending undergraduate. Balfour LTW embodies learning as it allows brothers of all ages to grow as men. I am grateful for the opportunity and I plan on returning for years to come.” Ed Beckmann, Southeast Missouri 2008
  11. 11. Balfour LTW Developing Stronger Alumni and Undergratuate LeadersCore Sponsor: Objectives of BLTW Balfour Leadership Training Workshop (BLTW) is the world’s largest and most successful annual Greek leadership conference. It is a central element of anLloyd G. Balfour, Indiana, 1907, • Learn to become better leaders through integrated, comprehensive leadership development strategy for Sigma Chi inthrough the Lloyd G. Balfour training in the core elements of each office, conjunction with Horizons, Cornerstone, and in the near future, the JourneyFoundation administered by as well as special leadership strategies chapter retreat program.Bank of America and techniques. BLTW is the primary annual training program for undergraduate and alumni • Create a system of accountability for improving chapter officers. a chapter throughout the academic year.General Sponsors: BLTW broke attendance records for the third straight year with 1,780Thomas Cowan Bell Chapter • Develop a chapter strategic plan. participants. Brothers from across Sigma Chi received values-based leadershipChallenge, see page 27 • Understand resources available. training and office-specific skills. Attendees were exposed to new ideas from Sigma Chi groups across North America and left BLTW with a clear plan of • Weave Sigma Chi values into officer roles action for the coming year. It is a shining example of Sigma Chi brothers—Chapter Sponsors: and daily lives. from the newest to the most seasoned—engaging for the good of all.El Pomar Foundation,William J. Hybl, • Enhance new relationships with peers. Colorado College, 1964 64 % Portion of the Balfour LTW 97 % Chapters operating from a 1,780 Record-breaking Number of Participants 2011 Annual Report Pg. 9 funded by the Foundation strategic plan created at BLTW
  12. 12. HorizonsAlumni Teaching Undergraduates Values-Based Leadership LessonsHorizons is a proven individual leadership training program created to Objectives of Horizons Small Group Sponsor:give undergraduate brothers who desire to be strong leaders the tools • rovide Sigma Chi Undergraduates with the P Peter L. Frechette,and confidence to succeed. Professionally-trained alumni facilitators highest level of leadership training to impact Wisconsin-Madison, 1960guide our undergraduate brothers through the challenging our chapters, host institutions and the world.leadership experience. • reate a growth experience that impacts CThe interactive nature of Horizons makes it a truly unique and special Participant Sponsors: Sigma Chis throughout their collegiate career.experience. The curriculum takes full advantage of the outdoorresources of the site in Snowbird, UT. During the six-day sessions Thomas Cowan Bell Chapter Challenge, • rovide Sigma Chis with a mentor that will Pundergraduates are immersed in experiential learning that engages see page 27 help them further develop their character.their minds and bodies, pushing them to think and act differently. Beta Theta Leadership Fund, see page 45Horizons provides values-based knowledge and skills that they will • xpose Sigma Chi undergraduates to E Albert O. Nicholas Leadership Endowment,utilize throughout their college careers and their lives. Sigma Chi, character and values-focused training. Albert O. Nicholas, Wisconsin-Madison, 1952college campuses, communities, their families and the world will reap Theta Epsilon Leadership Fund, see page 45the rewards of trained, engaged, supportive and empowered leaders. Alpha Upsilon Leadership Fund, D. Kerry Session Sponsors: McCluggage, Southern California, 1976The program’s growth over the last few years has been extraordinary Terry E. Perucca, Arizona State, 1966with four sessions now achieved for the price of three. The Keith J. Krach, Purdue, 1979 William I. Rainwater, Sr., Arkansas, 1949Foundation’s vision is to have at least two undergraduates from every In honor of Gardner B. Allen Lawrence J. Pilon, Michigan State, 1970chapter attend every year. Robert C. McNair, South Carolina, 1958 V. William Hunt, Indiana, 1966 Sigma Chi Canadian Foundation (four participants) Facilitator Training Sponsor: Harry Teasley, Jr., Georgia Tech, 1959 Chuck L. Watson, Oklahoma State, 1972Pg. 10 2011 Annual Report 70 % Percentage of attendees holding a 66% Percentage of attendees who 100% of the program cost funded by the Foundation major chapter office after attending have a mentor or mentor others
  13. 13. “ roughout the week we explored our Th individual abilities as leaders in great detail, evaluated our strengths and weaknesses and discovered strategies that we could use to improve our leadership aptitude.”“ could have never known at the time how much I was going to learn about I myself, our brothers and our Fraternity. Throughout the week we explored our individual abilities as leaders in great detail, evaluated our strengths and weaknesses and discovered strategies that we could use to improve our leadership aptitude. We received constructive feedback and were given the opportunity to lead our groups through leadership challenges. Whether it was working with undergraduates or alumni, the level of respect given to everyone’s development as a leader was unparalleled to any leadership program I have ever participated in. Regardless of background or experience, every brother was challenged to grow in a way that participation in school organizations could not rival. I learned so much about myself as a leader that week and since leaving Utah, I have made a concerted effort to improve on my weaknesses. Since Horizons I have taken on more intensive leadership roles within the chapter, campus and work and I have noticed a tangible difference in my abilities as a result of Horizons. Personal development aside, I was given the opportunity to learn more about Sigma Chi and our brothers in gorgeous Snowbird, Utah.” Andrew Johnson, George Washington 2012
  14. 14. CornerstoneMentors are Catalysts for ChangeThe Cornerstone Mentor Program provides a comprehensive learning and Objectives of Cornerstonemotivational experience for undergraduates and alumni alike. Its mission • trengthen the agent of change role; affect Sis to create a positive culture within each chapter to promote leadership, the culture of our organization by focusingacademic achievement and ensure alignment with the principals and ideals of on supporting, nurturing and educatingthe Sigma Chi Fraternity. through facilitated curriculum and additionalUndergraduates benefit greatly from the presence of dedicated, engaged experiential learning tools.alumni who are committed to providing the support, guidance and specific • eliver relevant educational programming to Deducational programming to our undergraduate brothers. Mentors gain as the chapter to address its unique needsmuch as they give and learn as much as they teach. • ocus on the Justice element of The Three FThe Cornerstone Mentor program provides professional training to our alumni Great Aims (accountability-related issues).volunteers with the aim of placing one or more Mentors at every undergraduatechapter. Cornerstone Mentor training focuses on Sigma Chi’s rich history and • rovide ongoing multidimensional training Pvalues, understanding self and others, building personal relationships and to Mentors.trust, facilitation, feedback, intervention skills and values-based leadership. • upport Alumni Mentors and the mentoring SWith your continued support, Cornerstone has the potential to touch the lives concept, while simultaneously providingof every undergraduate member of our Fraternity. It has already served to educational services (such as guides forreconnect over 400 alumni in their roles as mentors. Cornerstone inspires our Journey chapter retreats) to ourmembers to live the values of Sigma Chi in their daily lives. The benefit to all undergraduate Chapters.Sigma Chis are enduring. +Pg. 12 2011 Annual Report $ 1,000 Stipend provided to each Grand Práetor 100 Over 100 Cornerstone Mentors 100% of the program cost funded by the Foundation to implement Cornerstone were trained at Balfour LTW
  15. 15. Truly Indispensible:Cornerstone Mentor Steve Schuyler,Oregon State 1979“ ince the fall of 2007, the Beta Phi chapter of Sigma Chi has evolved S tremendously and gone threw a period of exponential growth. Brother Steve Schuyler, Cornerstone Mentor, has been instrumental in our success. We cannot begin to express our gratitude for all that he has done. Without him and our dedicated group of alumni, the Beta Phi chapter would cease to exist. All our brothers look to him for his wisdom and support.During my years as an undergraduate, I have served as Ritual Chair, Derby DaysDirector, Recruitment Chair and Annotator. Throughout all of this, I have alwaysturned to Steve for advice and his opinions. I was empowered with the confidenceand the tools to succeed knowing that Steve was always there to help. We havemet frequently to talk about Sigma Chi, our chapter, and our career goals.U nder Brother Schuyler’s guidance, we have won the Deans Award for Excellenceand the esteemed Dean Svolb Award, named after a Beta Phi Sig and the highestaward bestowed upon any Greek Organization on campus. We have also won aPeterson Significant Chapter Award, and a Legion of Honor award—a tribute toour scholarship program.W e are proud of all these accomplishments and we know they are a testament toSteve’s mentorship. Without him, none of this would have been possible. The BetaPhi chapter is thankful for Cornerstone and Brother Schuyler, a truly influentialmentor and friend. I look forward to following in his footsteps and making animpact in the lives of undergraduate brothers.”Michael Colletti, Arizona 2011
  16. 16. S igma C hi chapt e rsPg. 14 2011 Annual Report 241 Total number of 54 The number of Provinces located Sigma Chi Chapters within the U.S. and Canada
  17. 17. Journey Chapter Retreat Pilot Program: To Reach Every Chapter Every Year Objectives of Journey Possible Program Elements (under review) The Journey Chapter Retreat Program is one of four key leadership programs offered by Sigma Chi. When fully deployed, Journey will integrate core • Deliver values-based • Authentic leadership based on the book teachings and instructional techniques from Horizons and the Balfour leadership training to every True North, by Brother Bill George, Leadership Training Workshop. The program will reach every undergraduate chapter every year Georgia Tech 1964. every year, empower them to address the relevant issues at their chapters, • rovide recurrent P • Self-discovery and a deeper understanding reinforce the essential expectations of Sigma Chi values and elevate their educational retreats of how to live leadership values in our expectations of themselves and their chapter as a whole. that address a chapter’s daily actions. Each session of Journey provides the entire chapter membership with an unique needs • Creation of a chapter strategic plan based opportunity to learn leadership skills. Within the overall framework of values- • ngage Cornerstone E on leadership values. based leadership, the program integrates key topics, such as alcohol and drug Mentors, chapter advisors education, social styles, and strategic planning. Each session concludes with • Choices alcohol and drug education. the creation of a chapter-wide action plan to implement the concepts and and other interested alumni in delivering improve the overall chapter experience. • Building an understanding of high substantive training to performance teams from the perspective A team of local Cornerstone Mentors and the Chapter Advisor deliver each every undergraduate of both leadership and team members. retreat. They employ a range of instructional approaches to ensure the program meets the needs of all learning styles. Instructors are provided comprehensive • The Power of Strategy: Defining the Future. curriculum and facilitator guides, training in the effective delivery and Program Sponsor: facilitation of course content, and a plan for post session follow-up. David Dillon, Kansas 1973“ e Journey chapter retreat program has the potential to reach every chapter every year, Th and to positively address relevant chapter issues and expectations.” 2011 Annual Report Pg. 15 igma Chi Foundation President and CEO, Greg Harbaugh, Purdue 1978 S
  18. 18. ChoicesAlumni Educating Undergraduates to Battle Alcohol Use and Abuse,Prescription and Recreational Drug Abuse, Suicide and DepressionIn partnership with the world-renowned Betty Ford Center, Sigma Chi trains and Choices Objectives Core Sponsor:deploys alumni to help battle critical issues facing our undergraduate brothers. • Battle the issues of alcohol abuse, Rob E. ReifschneiderChoices addresses substance abuse, and will soon incorporate suicide and depression drug abuse, suicide and depression Leadership Fundeducation. The Choices program was developed specifically for our undergraduate Rob E. Reifschneider,Sigma Chi brothers. • rovide resources and accountability P San Diego State, 1957 techniques to help undergraduatesTrained alumni lead the workshop-style course. In addition to learning the risks and make informed decisionswarning signs, undergraduates are taught how to monitor their own and others’ actionsin a safe and accountable environment.This past year, the Choices program was presented to over 50 Chapters, includingseveral Province Conferences, reaching 2,131 Undergraduates. Several of thepresentations were to the entire Greek community on campus. The Sigma Chi/BettyFord Alliance also received the North American Interfraternity Conference LaurelWreath Award—in recognition of the unique program, its community outreach, andinfluence within the fraternal world. 100 % 0 “Over the past two years, we have not received a single disciplinary report from any chapter that has participated in the CHOICES Program.”Pg. 16 2011 Annual Report The percentage of the program cost Number of alcohol-related incidents at Dennis Santoli, Case Western 1967, funded by the Foundation Choices chapters in the last two years 67th Grand Consul
  19. 19. “ ampus life seems to attract abuse and dependency C on alcohol and other drugs and Sigma Chi is dedicated to making a difference in the lives of our young Sigs. Choices alone cannot solve this problem but it’s a good start.” Rob Reifschneider, San Diego State 1957 Founder of Sigma Chi/Betty Ford Alliance“ e purpose of the Choices program is, through Th the partnership with the Betty Ford Institute, to provide fact-based information to brothers about the use of alcohol, marijuana, and prescription drugs. The goal is that they will make informed decisions regarding abuse and potential addiction to alcohol, marijuana and prescription drugs in a supportive, non-judgmental teaching environment. This should include not only a personal decision, but also include how one models the way for others.” Choices Team
  20. 20. The Historical Initiative Preserving the Legacy of BrotherhoodΣΧ CODEX – The Digital Library Portal of the Sigma Chi Historical Initiative. The Historical Initiative exists to preserve our past, provide resources to demonstrate the impact of our Brotherhood on society, and serve as aBroadly defined, a codex is a collection of available from 1881 forward. The clearinghouse for our historical items. In recent years, the initiative hasmanuscripts stitched together in a single second module, allowing members catalogued our founding materials, The Magazine of Sigma Chi, Grand Councilvolume. ΣΧ CODEX takes this ancient to views photographs, went online in collection and many other artifacts.literary form and gives it a 21st century September 2011, and the manuscriptstwist—with this online tool, the various and objects modules are scheduled by The Sigma Chi Historical Initiative also acts as the nexus point forholdings of the Sigma Chi archives are the end of 2011. implementation of the activities of the Fraternity’s Historical Commission,presented in a single place, accessible Archives Committee, and the Monuments and Memorials Commission. The Since the establishment of the Sigma Chi Sigma Chi Foundation is proud to fund the preservation of Sigma Chi’s history.to any member of the Fraternity and the Historical Initiative in 2005, providing fast,general public. easy access to Sigma Chi’s collection ofUsing ΣΧ CODEX, Sigma Chis can search historical images, documents, and otherthe entire run of The Magazine of Sigma resources to the Fraternity’s membershipChi and view articles; search and view has been one of our primary goals.historical images and documents; search ΣΧ CODEX is the result of that effort.the database of Sigma Chi authors; and The Sigma Chi Historical Initiative andview the artifacts in the museum at Sigma the Sigma Chi Foundation invite youChi Headquarters. to begin using this valuable tool by http://history.sigmachi.orgThe first module allowing access to the visiting The Initiative’s website atback issues of The Magazine of Sigma http://history.sigmachi.org and clickingChi is now online with over 3,000 articles the ΣΧ CODEX link at the top of the page.available—mostly from the 1940s throughthe 1970s. Over time, the entire run will be +800-1,000 Manuscripts preserved last year 1,500 Photographs preserved last year 5,000 Photographs available for viewing online 2011 Annual Report Pg. 19
  21. 21. Scholarship Awards Helping Our Brothers Reach Their Full PotentialAdvancing Scholarship Objectives of Scholarships Awards Each year, your generous donations make it possible for the Sigma Chi Foundation to grant numerous academic• Scholarships now include need- • Motivate our brothers to reach their full scholarships and awards to our deserving undergraduate and based considerations. potential as leaders. graduate brothers.• The Sigma Chi Foundation created the Strong • Support our brother’s academic endeavors. Providing scholarships and awards furthers the Foundation’s Arms of Support Scholarship Fund. This fund • Reward hard work and character. goal to promote academic excellence and lifelong learning. will be used to provide academic scholarships We proudly award brothers who show outstanding character in (that can include educational needs such as • Recognize and encourage excellence. action, academic motivation, and commitment to their chapters replacing a computer) to brothers impacted and campuses. Having benefited from this support they, like by a recent natural disaster or other exigent • Support the studies of brothers who have you, give back to support the academic endeavors of their situation. The objective is to fill a financial need financial need. fellow brothers. created by disaster.• The Donor-Scholars Program Awards Available: An alumnus can endow an annual $1,000 Special Awards Given: named scholarship with a $25,000 gift. Donors Undergraduate • International Sweetheart Scholarship funded by the are encouraged to provide biographical and General Academic Scholarship Ronald P. Robertson International Sweetheart Fund. contact information to facilitate a mentorship Order of the Scroll opportunity with the recipient. The following Strong Arms of Support • 00,000th Initiate Scholarship 3 named academic scholarships have been Graduate • ummer Intern Scholarships S created through the Donor Scholars program: Denton International Business Scholarship Murray K. McComas, Phi Phi 1958, Herschede Engineering Scholarship James and Connie Bash, Lambda 1946 Sigma Chi Medical Scholarship Donald and Lorena Meier, Alpha Epsilon 1941 Kenneth H. Kraft, Jr., Delta Delta 1956 In honor of Glen Berree, Epsilon Sigma 1969 350% $ 495,000 2011 Daniel William Cooper Highest Chapter GPA Award Winners First Place: University of Kentucky, Lambda Lambda Second Place: University of Memphis, Epsilon Kappa Increase in Academic Scholarships Total scholarships provided including Pg. 21 Third Place: University of Tennessee–Martin, Kappa Psi over five years. chapter-specific scholarships

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