The document provides an overview for a Sigma Kappa Foundation trustee orientation. It discusses the foundation's mission to support Sigma Kappa members through educational programming and philanthropic endeavors. It outlines the organizational structure, board expectations, strategic plan goals, and ways the foundation communicates and fundraises to support its mission.

1. It Started as a Promise. Sigma Kappa Foundation Trustee Orientation Lisa Fedler Swiontek Executive Director (317) 381-5530 direct [email_address]

2. A Promise Sigma Kappa is making to… 136 years of sisterhood 155,000+ members worldwide 230 collegiate & alumnae chapters Uphold the values of friendship, loyalty, personal growth and service

3. Orientation Overview Nonprofit Environment Organizational Structure Board Expectations Strategic Plan & Goals Communications Entity Relationships Governance Fundraising Leadership Operations Questions

4. The Non-Profit Environment Greek Alphabet Soup North-American Interfraternity Conference Foundation (NICF) THE Foundations Seminar Institute for Greek Advancement NIF AFP CFRE NCPG TFRS Greek Retreat More than One Million Nonprofits Sources of Income 84% Individuals 10% Foundations 6% Corporations Uses of Income 75% Religion 27% Education 18% Health 17% Human Services 11% Arts & Culture 10% Social Benefit 3% International 17% Gifts to Foundations* *based on allocations, more than 100%

5. Sigma Kappa Foundation 501(c)(3) Tax Status Not-for-Profit Organization Tax-Exempt Charitable Foundation Public / Societal Benefit Accepts Funds from Anyone Can Offer Tax Deduction Sorority Foundation Housing Corporation

6. Organizational Structure Board of Trustees Executive Committee Executive Director Committees Staff Beneficiaries Donors

7. Board of Trustees & Staff Executive Director Lisa Fedler Swiontek, Theta Omicron Regional Director of Development Donna Reed, Epsilon Zeta Donor Services Coordinator Marlene Harbin Foundation Coordinator Katie Kowalski Contract Bookkeeper Ann Willis Contract CPA Donna Lehman President Kelly Kirby Shrock, Gamma Eta Secretary Susan Fong Polizzotto, Theta Kappa Treasurer Nancy Nelson, Tau Trustees Mary Belding, Tau Cheri Morrell DeJong, Epsilon Omega Amy Denson, Theta Chi Susan Harrington, Gamma Phi Ann O’Connell , Theta Laura Owsley, Alpha Chi Judy Jay Rostad, Gamma Iota Marylou Sayler Turner, Xi Becky Vinzant, Gamma Eta

8. Committees Audit Building Executive Finance Governance Grants Alumnae Heart Fund Grants Scholarship Prospect Management

9. Our Mission The mission of the Sigma Kappa Foundation is to lead, educate and inspire Sigma Kappa members and society through educational programming and philanthropic endeavors.

10. Our Promise, Our Vision: Strategic Plan Communication Fundraising Leadership/Governance Operations Sorority/Foundation/NHC Relationship Development Audit: Key Areas of Focus

11. Website www.sigmakappafoundation.org Enhanced Features Donor-Friendly Giving Site Secure Credit Card Processing Database Integration Trustee Portal - Resources

12. Communication

13. Entity Relationships Synergy Strategic Plan Alignment Enterprise Thinking Enhanced Communication Teambuilding & Collaboration Grant Making Sorority Foundation Housing Corporation

14. Fundraising Donor Centered Build Relationships Expand the Impact Culture of Philanthropy Major Gifts Planned Giving Annual Fund

15. Annual Reporting

16. Annual Giving Unrestricted $ Funds programs, projects and functions determined annually to have the greatest need by the Board of Trustees Goals Campaigns Direct Mail E-Solicitations Telemarketing

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

18. GOLD Program: Loyalty Matters Graduates of the Last Decade (GOLD) is designed to: Inspire young, successful alumnae Connect sisters after college Empower young alumnae to change lives Provide a simple five-year gift program Simple five-year promise Builds a base for the future Allows for strategic planning Monthly, quarterly or annual giving Donate via credit card, ACH, or check

19. GOLD Program Goals Meeting with 200 alumnae across the country annually Building base of future donors $250,000 of our overall support coming from young alumnae Sisters who contribute will advance our effort: to provide leadership training support educational programs award members with scholarships promote lifelong membership in Sigma Kappa!

20. Chapters: The 35% Rule for Non-Member Income Sigma Kappa Chapters 501(c)(7) Non-Profit Organizations Separate Tax ID Number Can Affect National Organization No More Than 35% of Gross Receipts Can be from Non-Members Each Chapter’s Limit Sigma Kappa Sorority Calculates Percentage Each Year Notifies Chapters of their Respective Thresholds Gross Receipts x 35% = Threshold Consult CPO or NVPF with Questions

21. Restricted Giving Alumnae Heart Fund Sister to Sister Disaster Recovery Fund COTS/Convention Speakers Educational Chapter Programming Educational Area Review Endowments House Directors’ School Scholarships Special Programs

22. Leadership & Governance Board Expansion High Level Decision Making Active Fundraising Strategic Recruitment of Trustees Visioning for Future Moving to a Type II Board

23. Board Expectations Statement of Expectations Conflict of Interest Insurance Coverage Legal Ramifications Arm’s Length Check E-Mail Daily Motions Format Voting Format Agenda Format Quarterly Reports – Committees Review Financial Reports Policy Documents

24. Operations Best Practices Increased Efficiency Transparency in Reporting Technology Enhancements Effective Use of Resources

25. How Donor Gifts Lead , Educate and Inspire Scholarships Leadership Consultant Program Alzheimer’s research grants Leadership & Educational Programs COTS and convention speakers/programs Upkeep and maintenance of NHQ building

26. Grant Making Process Program Needs & Wish List Fundraising Priorities Public Charity – Open Proposal Process Budget Process Approval Process

27. Leadership Consultant Program Training & Workshops Leading with Integrity Scholastic Achievement Values Promise Alcohol and Drug Abuse Prevention Assertiveness Training Citizenship and Career Development RESPE Σ KT Anti-Hazing Program

28. National Relationships

29. Chapter Giving Giving Recognition Circles Platinum Circle $5,000+ Gold Circle $2,500-4,999 Silver Circle $1,000-2,499 Bronze Circle $500-999 Unrestricted Gifts Only Unrestricted Gift SOE Requirement Calendar Year Jan. 1 - Dec. 15 Contribution Form for Each Gift Contribution Form Available Online

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

31. Collegiate Chapter Giving Alzheimer’s/Gerontology Fund: $125, 018.81 General Scholarship Fund: $724.81 Maine Sea Coast Mission Fund: $22,321.48 Unrestricted Annual Fund: $220,493.62

32. Alumnae Chapter Giving Alzheimer’s/Gerontology Fund: $4, 393.18 General Scholarship Fund: $1,937.42 Maine Sea Coast Mission Fund: $1,928.00 Unrestricted Annual Fund: $6,227.88