Presented at the Local Area Alumni Association Leadership Conference on January 9, 2015, this plan details the Lambda Chi Alpha Educational Foundation's strategy for engaging alumni through the Local Area Alumni Associations

1. The Educational Foundation
of Lambda Chi Alpha
A Comprehensive Strategy & Plan
Our Legacy for Tomorrow’s Brothers
Local Area Alumni Association Leadership Conference
Version 3.3
January 9, 2015
1/9/2015 1

2. • Why We Needed a New Comprehensive Foundation Strategy
– 2013 Agreement on a new way Forward
• The New Educational Foundation Comprehensive Strategy
– What does Success Look Like?
– Vision, Mission, Strategy
– Strategy Pillars – Connect, Educate, Fund & Invest
• How Will We Do it & Can We Execute it?
– Key projects for each of the Strategy Pillars
– Program Timeline & Next Steps
Agenda
1/9/2015 2
What
Why
How

3. • Why We Needed a New Comprehensive Foundation Strategy
– 2013 Agreement on a new way Forward
• The New Educational Foundation Comprehensive Strategy
– What does Success Look Like?
– Vision, Mission, Strategy
– Strategy Pillars – Connect, Educate, Fund & Invest
• How Will We Do it & Can We Execute it?
– Key projects for each of the Strategy Pillars
– Program Timeline & Next Steps
Agenda
1/9/2015 3

4. We have issues to be fixed …
 We need to stay better connected to alumni.
 There is a weakness in Annual Giving – both continued participation and dollars.
 Alumni do not always ‘relate’ to the General Fraternity (and therefore do not give).
 We’re losing touch with young alumni (how to stay connected and their needs).
 The Foundation is missing a big opportunity to connect and ‘be relevant’ with a large
percentage of our overall alumni population.
 Better leveraging and harnessing the pool of 200,000 alumni will create value for
Undergraduates (or Collegians), Alumni and the General Fraternity – What an
Opportunity!
The new Comprehensive Strategy Was Designed to Address the Opportunities…
 A new framework (or strategy) is required.
 Must be consistent with LCA’s Seven Core Values.
 We move from ‘Silent Partner of the Fraternity’ to ‘Active Program Participant’ – and
redefines the Foundation around its educational focus and the growth of men.
1/9/2015 4
In 2012, we identified weaknesses which needed to be
addressed to better engage alumni – with the goal of increasing
their support (time and money)

5. • Enables Members to Realize the full benefits of lifelong brotherhood
• Strengthens the long term sustainability of the Fraternity to deliver its
mission
• Enable the General Fraternity to benefit from lifelong association with
brothers
There is a need to better sustain an ongoing connection between the
General Fraternity and its alumni members after graduation.
1/9/2015 5
Members
• Experience
Lifelong Value
and Benefit
from the
Fraternal
Connection
Fraternity
• Receive Value
from Members
(time, talent &
treasure) and
experiences in
perpetuity

6. • Annual Gifts are made by only 3% of all living alumni
• Young Alumni have unmet needs for
– Interaction with the Fraternity
– Communication preferences
• The General Fraternity is focused primarily on the
programming delivered to collegians, not the balance of living
Alumni
1/9/2015 6
There exists a weakness in the ‘Fraternity/Alumni connection’ as
evidenced by annual giving data, changing Young Alumni needs and the
General Fraternity’s primary focus on collegiate programming.

7. • 200,000 Living Lambda Chi Alpha Alumni
• 130,000 Alumni with Valid, Addressable Contact Information
• 30,000 Alumni have "Ever Given" to the Fraternity in their lives
• 4,000 Contributors to the Annual Fund each year
There is a gap in the current Alumni connection to the broader
general fraternity as evidenced by Annual Fund Data.
1/9/2015 7

8. Fraternity Interaction needs are unmet but can be addressed with new
opportunities
Achieve Report - August 2012
– Do not feel connected or aware of alumni programming offered by the international
headquarters/foundation.
– Are interested in participating, but have not due to lack of awareness and options that
align with their interests.
– Need to know that their gift will make a difference regardless of size.
Communication needs can engage and retain a wider base of Alumni
JGA Assessment Report - June 2011
– Significant room for growth in participation from members under age 40
– Use of an integrated multi-channel approach can reach a wider range of brothers
– Local Area Alumni Associations can provide a linkage to the broader fraternity
– Increased segmentation and personalization will aid in engagement and retention
1/9/2015 8
Young Alumni have unmet needs for Fraternal Interaction and
communication that should be addressed.

9. • General Fraternity focus lies almost exclusively on collegiate members and
the undergraduate experience (correct priority … but missing an important
opportunity)
• Alumni interaction opportunities predominantly reside in time intensive
Alumni roles that operate in the collegial environment
– High Pi, Master Stewards, etc.
• These valued roles require extensive time commitments that are not a
match for the 200,000 alumni
The current fraternity structure focuses on collegiate members and
requires time intensive alumni roles -- a time commitment mismatch for
the 200,000 living alumni after they graduate.
1/9/2015 9
Collegians/
General
Fraternity
•Undergraduate
Experience
•Chapter Operations
•Chapter
Programming
Alumni/
Educational
Foundation
•Post Collegiate
Brotherhood
Master
Stewards
High Pi
GHZ

10. • Maintain personal relationships established as collegians
– Most common post college fraternal connection
• Participate in Chapter Alumni Associations
– Less common connection
• Participate in Local Area Alumni Associations
– Less common connection
• Pursue General Fraternity Involvement
– Least common connection
• Master Stewards
• Grand High Zeta
• Educational Foundation
Better leveraging and harnessing the pool of 200,000 alumni will
create value for Undergraduates (or Collegians), Alumni and the
General Fraternity – What an Opportunity!
1/9/2015 10
Personal
Connections
made in College
Chapter Alumni
Associations
Local Area Alumni
Associations
General Fraternity
Involvement

11. 1/9/2015 11
By design, the new alumni development strategy makes it easier for more
alumni…to get more involved ... more often over their lifetime -- creating value
and benefit for the entire community of Brothers. Alumni are busy, have choices
to make, and we want LCA to have a greater ‘share of mind’.

12.  A new ‘Alumni Development Strategy’ and resulting programs
• Strategy based on the pillars of: Connect, Educate, Fund & Invest .
• A new series of programming , some of which needed to be piloted in 2013/14.
 In summary, the new approach aimed to:
• Make it easier for more alumni … to get more involved … more often over their lifetime (building a
greater ‘share of mind’ and hence, more contribution (time and money).
• Be consistent with LCA’s seven core values – and illustrate how they apply to the role of alumni.
• Move the Foundation from ‘silent partner of the Fraternity’ to ‘active program participant’ and
redefine the Foundation around its educational focus, core values and growth of men.
• Maintain the current Foundation funding focus on the collegiate experience – while growing our
capacity to fund key new projects such as the ‘Joseph T Charles Mentor Program’ to better
prepare Juniors and Seniors for ‘life’ after graduation’ (career networking, mentoring, etc).
 Redefine the Foundation’s positioning among stakeholders…
• From what it is (e.g. fund raising & financial management ) …
…to what it does (support leadership educational seminars, help educate collegians …)
• Which helps to make the Foundation’s fund raising ‘proposition’ clearer and more compelling.
At the April 2013 Foundation Board meeting, we reviewed and
agreed on a new way forward
1/9/2015 12

13. Strategy Summary
Connect – Acquire and communicate with alumni in an effective way that keeps them
engaged with the Fraternity throughout their entire Brotherhood.
Educate – Engage and network alumni with programming which provides effective and
time efficient volunteer opportunities that will benefit alumni and collegians to serve
the Fraternity and our communities.
Fund & Invest – Use segmented and targeted solicitation techniques that more closely
match donor preferences in order to improve participation, retention and overall alumni
contributions which will strengthen the longer term sustainability of the Fraternity to
deliver its mission.
A summary of the new Comprehensive Strategy …
A new framework is required to better leverage and harness the pool of 200,000
alumni in order to create greater value for Alumni, Collegians and the General
Fraternity.
1/9/2015 13
Fund &
Invest
EducateConnect

14. The strategy provides activities centered on the personal growth of men that
provide a Lifelong Brotherhood experience
– Foundational Principles - Alumni version of the Core Values
• Loyalty - To other brothers and the institution
• Duty - To give back to the fraternity and to younger brothers
• Respect - for individuals across all dimensions of diversity
• Service & Stewardship - Of wisdom, Investing in the lives of others
• Honor - Honor the institution by continuing to steward and mentor others
• Integrity - Strengthening the character of the individual
• Personal Courage - Give access to a role model for the younger generation
– Four Roles of the Fraternity
• Faithful Steward
• Servant Leader
• Leader of Character
• Lifetime Brother
– Developing the Mastery Circle
This new approach is built on and is consistent with LCA’s Seven Core
Values – and illustrates how they apply to the role of alumni.
1/9/2015 14
Fund &
Invest
EducateConnect

15. • Built on and consistent with Lambda Chi Alpha’s Seven Core Values.
• Redefining the foundation by:
– what it does – (e.g. Provide Leadership Seminars, Educate Collegians) …
– … rather than what it is, (e.g. Fund Raising & Financial Management
Institution).
• Utilize an educational focus, centered on the personal growth of men,
building a “community” of brothers -- alumni and collegians
1/9/2015 15
This new approach moves the Foundation from ‘Silent Partner of the
Fraternity’ to ‘Active Program Participant’ – and redefines the
Foundation around its educational focus and the growth of men.

16. • Why We Needed a New Comprehensive Foundation Strategy
– 2013 Agreement on a new way Forward
• The New Educational Foundation Comprehensive Strategy
– What does Success Look Like?
– Vision, Mission, Strategy
– Strategy Pillars – Connect, Educate, Fund & Invest
• How Will We Do it & Can We Execute it?
– Key projects for each of the Strategy Pillars
– Program Timeline & Next Steps
Agenda
1/9/2015 16

17. Connect - through a sustained Alumni connection, forged as
Junior and Senior collegians, by a well-articulated value
proposition that internally motivates Alumni to stay
connected throughout their lifetime
Educate - with valued programming that enhances real
world skills, structures high quality mentoring relationships,
and executes in a time efficient volunteer network to serve
Lambda Chi Alpha and our communities.
Fund – via communications and solicitation techniques that
match donor preferences to improve participation, retention
and overall contributions of time, talent & treasure.
Invest – directly supporting and strengthening the long term
sustainability of the Fraternity to deliver its mission by
investing in the Fraternity’s key programs
The Future State of the Educational Foundation of Lambda Chi Alpha
prepares and encourages men of good character, high ethics, and noble ideals
to contribute positively to the world in which they live
Future State
1/9/2015 17
Fund &
Invest
EducateConnect

18. The Future State of the Educational Foundation
as recounted at a future date by one of its beneficiaries
Part 1 of 4 - As a Junior & Senior Collegian
As a Lambda Chi Alpha Junior:
I received an Lambda Chi Alpha Educational Foundation email note as a junior - and began to think more
about graduation, my future and about my resume:
• So I went to a Mentoring Academy just to listen in - I was having challenges landing a summer internship and
was looking for creative ideas
• Realized there that I could do more to prepare for Graduation - with focused activities and leadership roles
• Committed to stay more involved in leadership roles in the fraternity, when I might normally have bailed out
and moved off campus
As a Senior:
• Enrolled in the Mentoring Program and attended a Mentoring Academy
• Polished my resume and interviewing skills with my Mentor by practicing how to articulate LCA
values and how they made me a better candidate for any business
• Established a LinkedIn profile and began to build LCA business network connections in the industry
and future city where I would relocate
• Competed well for my opportunities - I was able to describe how the values, skills and expertise I
learned at LCA make me a better qualified candidate - and my practice interview with my Mentor
helped me clearly articulate my value.
• I kept my contact information up to date (email, cell phone) so I could receive information I could
use from my New Local Area Alumni Association - and not have it end up at my parent's house
• I enrolled in Give 10 - it was just $10 bucks, but a way to say thanks for the benefits I received - and
also in the hopes that others like me can receive a similar benefit
1/9/2015 18

19. The Future State of the Educational Foundation
as recounted at a future date by one of its beneficiaries
Part 2 of 4 - As a Young Alumnus
• I received information from my new Local Area Alumni Association –
before I even arrived in my new city
– Relocation Advice - current options on popular living locations, references for
local services and businesses I might need
– I Communicated with Business Professionals in my industry and joined local
Business Networks
– Joined the Local Area Alumni Association and met my LCA peers and
contemporaries - who were mostly from all over the country - people I might
never have met otherwise
• I was busy in my job, but participated in the time sensitive volunteer
opportunities offered by my Local Area Alumni Association and my local
Mentoring Academy
• I didn't feel like I had the time to serve as a Mentor, but went and spoke at
a Local Chapter meeting to Juniors and Seniors about the value of staying
connected with the Fraternity after graduation
1/9/2015 19

20. The Future State of the Educational Foundation
as recounted at a future date by one of its beneficiaries
Part 3 of 4 - As My Alumni Years Progressed
• Progressing through the various stages of life, with more and more responsibilities
of career, family, community and faith based service, I still stayed engaged -
participating when my obligations allowed in short time duration volunteer
opportunities.
• I helped lead a Mentoring Academy module - based on my skills and experiences
as a hiring manager with my firm
• I connected with lost Alumni - both from my own chapter and other chapters that I
met, and helped reconnect them to the Local Area Alumni Association and the
General Fraternity.
• I leveraged the LCA Network to continually meet new contacts, learn about new
business opportunities, investigate new industries and professions, and
understand potential career change impacts.
• I took advantage of LCA giving options that matched my donor preferences,
aligning the purpose, timing, amounts, and funding vehicles to my wishes.
1/9/2015 20

21. The Future State of the Educational Foundation
as recounted at a future date by one of its beneficiaries
Part 4 of 4 - As a Visionary Alumnus
• I sustained this engagement with the fraternity throughout my entire lifetime.
Some years I was less active than others, but in later life, I was able to provide
focused counsel and interaction as a Mentor
– both to young graduates and other Alumni
– with both professional and personal expertise.
• I was most proud to see the visible signs that my contributions of time, talent and
treasure have made to the Fraternity:
– Educating tomorrow's young leaders through Leadership Seminars, Mentoring graduating
collegians and young alumni as they prepare for the next stages of life, watching the values
the Fraternity live on in a wider group of engaged Alumni who benefit significantly from their
sustained interaction with each other.
• I was thankful to have had the opportunity to share my perspectives - or as some
said “giving them priceless wisdom gained throughout a lifetime".
– But the truth of the matter is that I am gave away nothing – rather, I invested in tomorrow's
world. These men will become the future leaders of tomorrow's world…and hopefully, my
insights will allow them to reach even greater heights, solve more challenging issues, and
Mentor their own future leaders.
1/9/2015 21

22. Vision
The Educational Foundation of Lambda Chi Alpha
believes in preparing and encouraging men of good
character, high ethics, and noble ideals to contribute
positively to the world in which they live
Mission
Strategy
. .
1/9/2015 22
To start -- Our Vision statement was broadened to acknowledge that all
Alumni, not just collegians, benefit from a lifelong association with the
values delivered by the Educational Foundation.

23. Vision
The Educational Foundation of Lambda Chi Alpha believes
in preparing and encouraging men of good character, high
ethics, and noble ideals to contribute positively to the world
in which they live
Mission
The mission of the Educational Foundation of Lambda Chi Alpha is to
fund, develop and support values-based educational programs and
activities which will inspire a lifetime of personal growth, leadership,
service, and deep fraternal relationships
Strategy
. . . .
1/9/2015 23
The Mission Statement has been updated to better reflect the desired
positioning for the Foundation and enhanced role.

24. Vision
The Lambda Chi Alpha Educational Foundation believes in
preparing and encouraging men of good character, high
ethics, and noble ideals to contribute positively to the world
in which they live.
Mission
The mission of the Educational Foundation of Lambda Chi Alpha is to fund, develop
and support values-based educational programs and activities which will inspire a
lifetime of personal growth, leadership, service, and deep fraternal relationships.
Strategy
We will Connect, Educate, Fund & Invest in our Alumni and Collegians by building enduring and compelling engagement via
relevant programming and opportunities to increase Alumni support (both time and money) in order to strengthen the long term
sustainability of Lambda Chi Alpha and for all members to benefit from a lifetime of Brotherhood.
Connect
Acquire and
communicate with
alumni in an
effective way.
Keep Alumni
engaged with the
Fraternity
throughout their
entire lifetime.
Educate
Engage and
network alumni
with relevant
programming
Provide time
efficient volunteer
opportunities
Benefit alumni and
collegians to serve
Lambda Chi Alpha
and our
communities.
Fund & Invest
Use segmented
solicitation strategies
that closely match
donor preferences to
improve participation,
retention and
contributions.
Strengthen the long
term sustainability of
Lambda Chi Alpha to
deliver its mission by
investing in Alumni and
collegiate programs.
1/9/2015 24
The Strategy was revised so that it would incorporate all areas of the
Foundation -- not just the Alumni Development.

25. Connect
Acquire and
communicate with
alumni in an
effective way
Keep Alumni
engaged with the
Fraternity
throughout their
entire lifetime.
Educate
Engage and
network alumni
with relevant
programming
Provide time
efficient volunteer
opportunities
Benefit alumni and
collegians to serve
Lambda Chi Alpha
and our
communities.
Fund
Use segmented
solicitation strategies that
closely match donor
preferences to improve
participation, retention
and contributions.
Invest
Strengthen the long term
sustainability of Lambda
Chi Alpha to deliver its
mission by investing in
Alumni and collegiate
programs.
1/9/2015 25
The overall strategy and each supporting pillar were analyzed for
the critical projects that are needed to realize the key goals and
objectives for the Foundation overall
Transition to Alumni
Connection
•Junior/Senior Emails
•Mentoring
Academies
•Social Media Links
•Local Area Alumni
Association –
Graduate Connect
& Introduction
Local Area
Alumni Association
Connection
•Alumni Connect
•Connect with
Recent Graduates
& Relocated
Alumni
•Invite Alumni to
Local Area Alumni
Gatherings
•Communicate via
Local Area
Association Emails
to Constituents
JTC Mentor Program
Mentoring Academy
Education
•Academy Modules
•Value Based LCA
Resume
•Interviewing
•Career
Advancement
Training
•Mentoring 101
JTC Mentor Program
Academy Program
Management
•Mentoring
Academy Module
Content Creation
and Revision
•Academy
Scheduling,
Planning and
Delivery
Management
•Mentor Pair
Management
Local Area
Alumni Association
Offerings
• Mentoring
Academy
Marketing,
Planning &
Execution
Segmented Alumni
Participation
Opportunities
• Annual Gifts
• Giving Circles
• Key Generational
Milestones
• Collegiate Give 10
• Mentoring Academy
Graduates
• Young Alumni
• Local Area Alumni
Associations
• Major Gifts
• Planned Gifts
• Restricted Gifts
• Scholarships
• Grants
• Chapter Specific
• Chapter House Campaigns
• Campaigns
• Investing in Future Leaders
• Investing in Future Leaders -
Follow On
Investing
in the Fraternity
• Scholarship Grants
• Jerre L. and Mary Joy Stead
Leadership Seminar
Investment
• Joe T. Charles Mentoring
Program Investment
• Neville Winter Advisors
College
Strategy
We will Connect, Educate, Fund & Invest in our Alumni and Collegians by building enduring and compelling engagement via
relevant programming and opportunities to increase Alumni support (both time and money) in order to strengthen the long term
sustainability of Lambda Chi Alpha and for all members to benefit from a lifetime of Brotherhood.

26. 1/9/2015 26
Enabling infrastructure was also identified, to facilitate the
tactical execution of the supporting projects and enhance the
long term sustainability of the Foundation
Communications
Plan
IT Support
Plan
Staffing
Plan
Budget
Management
System Dashboard
Governance
Connect
Acquire and
communicate with
alumni in an
effective way
Keep Alumni
engaged with the
Fraternity
throughout their
entire lifetime.
Educate
Engage and
network alumni
with relevant
programming
Provide time
efficient volunteer
opportunities
Benefit alumni and
collegians to serve
Lambda Chi Alpha
and our
communities.
Fund
Use segmented
solicitation strategies that
closely match donor
preferences to improve
participation, retention
and contributions.
Invest
Strengthen the long term
sustainability of the
Fraternity to deliver its
mission by investing in its
programs.
Transition to Alumni
Connection
•Junior/Senior Emails
•Mentoring
Academies
•Social Media Links
•Local Area Alumni
Association –
Graduate Connect
& Introduction
Local Area
Alumni Association
Connection
•Alumni Connect
•Connect with
Recent Graduates
& Relocated
Alumni
•Invite Alumni to
Local Area Alumni
Gatherings
•Communicate via
Local Area
Association Emails
to Constituents
Mentoring Academy
Education
•Academy Modules
•Value Based LCA
Resume
•Interviewing
•Career
Advancement
Training
•Mentoring 101
Mentoring Academy
Program Management
•Mentoring
Academy Module
Content Creation
and Revision
•Academy
Scheduling,
Planning and
Delivery
Management
•Mentor Pair
Management
Local Area
Alumni Association
Offerings
• Mentoring
Academy
Marketing,
Planning &
Execution
Segmented Alumni
Participation
Opportunities
• Annual Gifts
• Giving Circles
• Key Generational
Milestones
• Collegiate Give 10
• Mentoring Academy
Graduates
• Young Alumni
• Local Area Alumni
Associations
• Major Gifts
• Planned Gifts
• Restricted Gifts
• Scholarships
• Grants
• Chapter Specific
• House Campaigns
• Campaigns
• Investing in Future Leaders
• Investing in Future Leaders -
Follow On
Investing
in the
Fraternity
• Scholarship Grants
• Jerre L. and Mary Joy Stead
Leadership Seminar
Investment
• Joe T. Charles Mentoring
Program Investment
• Neville Winter Advisors
College

27. 1/9/2015 27
Connect
Acquire and
communicate
with alumni in an
effective way
Keep Alumni
engaged with the
Fraternity
throughout their
entire lifetime.
Educate
Engage and
network alumni
with relevant
programming
Provide time
efficient volunteer
opportunities
Benefit alumni
and collegians to
serve Lambda Chi
Alpha and our
communities.
Fund
Use segmented
solicitation strategies
that closely match
donor preferences to
improve participation,
retention and
contributions.
Invest
Strengthen the long
term sustainability
of the Fraternity to
deliver its mission by
investing in its
programs.
Lambda Chi Alpha
Junior/Senior
Collegians
Local Area
Alumni
Associations
Lambda Chi Alpha
Alumni
Educational
Foundation
- Send Jr/Sr emails
- Connect new
graduates and
relocated Alumni
to their Local
Areas
- Update growing
LCA Alumni
Contact Database
- Receive LCA EF
Jr/Sr email
- Use LCA to help
prepare for the
future beyond
college
- Update personal
LCA Contact
information to
benefit from the
LCA Network
- Communicate
Local Area Alumni
Association Plans
& Events to Local
Alumni and new
graduates
- Update personal
LCA Contact
information to
stay connected to
the LCA Network
- Design
Mentoring
Academy Content
- Administer Total
Mentor Program
& Academies
- Contribute funds
for specific,
targeted needs
- Contribute for
unrestricted uses
- Deliver Local
Mentoring
Academies
- Provide Alumni
Relocation
Information
- Enroll in Mentor
Program
- Attend Local
Mentoring
Academy to build
skills
- Volunteer as a
Mentor
- Leverage the LCA
Network for
personal & career
development
- Present at a Local
Mentoring
Academy
- Participate in
Local Area Alumni
Associations
- Update Local
Area LCA Contact
Database to
connect with new
graduates and
relocated Alumni
Each step in the process delivers value, and is sustained throughout each lifetime
- Organize Local
Volunteering
Opportunities
- “Give 10 “ as a
show of thanks
and to begin a
culture of giving
- Was a direct
beneficiary of the
leadership skills
built through
Leadership
Seminars
- Raise funds to
benefit Lambda
Chi Alpha locally
as well as the local
communities
- Invest donated
funds in Lambda
Chi Alpha to
sustain it long
term mission
- Raise funds to
benefit Lambda
Chi Alpha and the
delivery of its
programming
Fund &
Invest
EducateConnect

28. • ‘Headquarter’ Foundation Staff will be
responsible to:
– Set the overall ‘strategy’
– Develop the ‘national’ plan
– Provide overall direction to the Local Area Alumni
Associations (e.g. how does the ‘franchise’ work)
– Provide ‘turn key’ Educational Programming to
Local Area Alumni Associations (Content and how
to deliver)
– Make shared ‘infrastructure ‘ available (data base,
mailing lists, reporting, etc).
– Ensure timely reporting and visibility on Local
Area Alumni Association activities and
achievements;
– For Annual Giving – setting targets for the Local
Area Alumni Associations to help achieve a
‘national’ target.
• Local Area Alumni Associations will be
responsible for:
– Set the Local Area ‘strategy’
– Develop the ‘Local Area’ plan
– Build tactical execution level plans for how the Local
Area Alumni Associations work
– Deliver ‘turn key’ Educational Programming to Local
Area
– Use shared ‘infrastructure ‘ tools (data base, mailing
lists, reporting, etc).
– Communicate timely reporting and visibility on Local
Area Alumni Association activities and achievements
– For Annual Giving – meet Local Area targets for the
Local Area Alumni Associations to help achieve the
‘national’ target.
1/9/2015 28
For the new strategy to be successful …. We must adopt a new
‘executional model’ or approach
Working together – this new executional model will be a key driver in the
implementation and success of the overall Foundation strategy

29. 1/9/2015 29
Pacific
Regional Leader:
Criswell Fiordalis
Southwest
Regional Leader:
Al Saylor
Midwest
Regional Leader:
Bo Gebbie
Southeast
Regional Leader:
Frank Byrne
Northeast
Regional Leader:
Chuck Persing
Denver
LA – Orange County*
Phoenix
Portland
San Diego
San Francisco
Moscow-Pullman, WA
Dallas-Ft Worth
Houston
San Antonio
Arkansas
Austin
El Paso – Las Cruces
Jackson-New Orleans
Memphis
Oklahoma City
Chicago
Indianapolis
Cincinnati
Kansas City
Louisville
Minneapolis
St Louis
Atlanta
Charlotte
Orlando
Richmond
Southeast FL
Tampa Bay
Birmingham
Chattanooga
Raleigh
Philadelphia
Washington, DC
Boston
Columbus
Cleveland
Michigan
New York
Pittsburg
In 2013-14, Mentor Academy programming is delivered by the Foundation Staff.
In 2015, the Local Area Alumni Associations will be the critical delivery
mechanism, supported by annual Foundation leadership symposiums, program
delivery support tools and active ongoing group Regional Leaders.
National Local Area
Alumni Association
Summit Meeting:
January 9th & 10th,
2015
15 Current Associations in 2014 Future Associations
2018 Target – 40 Total

30. • Why We Needed a New Comprehensive Foundation Strategy
– 2013 Agreement on a new way Forward
• The New Educational Foundation Comprehensive Strategy
– What does Success Look Like?
– Vision, Mission, Strategy
– Strategy Pillars – Connect, Educate, Fund & Invest
• How Will We Do it & Can We Execute it?
– Key projects for each of the Strategy Pillars
– Program Timeline & Next Steps
Agenda
1/9/2015 30

31. Connect
Acquire and
communicate with
alumni in an
effective way
Keep Alumni
engaged with the
Fraternity
throughout their
entire lifetime.
1/9/2015 31
Connect – To sustain a lifelong connection with Alumni, we must
engage Junior and Senior collegians and Alumni with a well-articulated
value proposition that internally motivates them to stay connected
Transition to Alumni
Connection
• Junior/Senior Emails
• Mentoring
Academies
• Social Media Links
• Local Area Alumni
Association –
Graduate Connect
& Introduction
Local Area Alumni
Association
Connection
• Alumni Connect
•Connect with
Recent Graduates
& Relocated
Alumni
• Invite Alumni to
Local Area Alumni
Gatherings
•Communicate via
Local Area
Association Emails
to Constituents
High Priority
Projects
Connect - Value Realized with Successful Execution
Junior/ Senior
Email
• Prepares Juniors and Seniors for what to expect after graduation
• Makes Jr and Seniors feel connected to LCA after graduation
• Communicates the value of staying connected to LCA after graduation
• Builds accurate contact information & preferences before Alumni are lost
• Enables Local Area Alumni Association Contact
JTC Mentor
Program
Mentoring
Academies
• Prepares collegians to become more competitive and effective job seeking candidates
• Provides articulation methods to translates LCA core values into marketplace skills
• Establishes mentoring relationships to coach resume, interviewing skills and personal
and professional development
Social Media
Links
• Allows Millennials to maintain preferred communications modes
• Leverages broader fraternity assets – its people – via mechanisms such as LinkedIn
Local Area Alumni
Associations –
Graduate Connect
• Links new graduates to their new Local Area Alumni Association
• Provides a proactive connection to a network of resources in their new hometown
• Mentor like guidance for linking to professional networks in the new location
• Reinforces the value of accurate contact information & communication preferences
Local Area Alumni
Associations –
Alumni Connect
• Provides a transition resource when relocating to a new city
• Guidance for linking to professional networks in the new location
• Establishes a Local Area network for local gatherings and volunteering opportunities
• Facilitates communication and delivery of Mentoring Academies
• Maintains communication on Local Area information and events
Communications
Plan
IT Support
Plan
Staffing
Plan
Budget
Management
System Dashboard
Governance

32. 1/9/2015 32
Educate – We must develop and deliver valued programming that
enhances real world skills, structures high quality mentoring
relationships, and executes in a time efficient volunteer network.
High Priority
Projects
Educate - Value Realized with Successful Execution
Mentoring
Academy -
Module
Delivery
• Create a LCA Value-Based Resume that articulates LCA learned values, skills & experiences
• Develop & Refine Interviewing Skills
• Facilitate a stronger Mentor/Mentee Experience
• Prepares collegians to become more competitive and effective job seeking candidates
Academy -
Module
Content Creation
• Produces the highest quality programming utilizing feedback received globally
• Utilizes Best Practices and Delivers consistent messaging and themes
• Optimizes the resources of a time constrained volunteer delivery network
• Centralized requirements management to develop new modules
Academy -
Scheduling,
Planning &
Delivery Mgmt
• Provide project management guidance based on lessons learned from all academies
• Centralized repository and distribution of documents and deliverables
• Management by exception for program delivery issues
• Leverage best practices learned in prior academies to address issues
Mentor Pair
Management
• Optimizes Mentor/Mentee pairing based on personal or professional interests
• Ensures value is realized through ongoing progress monitoring
Local Area
Alumni
Associations –
Academy
Marketing,
Planning &
Execution
• Establishes Local Area Alumni Associations as the resource to deliver additional value to
constituents
• Best Local guidance for linking to professional networks in the Local Area
• Leverages existing Local Area networks of Alumni for volunteering opportunities
• Facilitates communication and delivery of Academies based on Local Area knowledge
• Maintains ongoing communication on Local Area information and events
Communications
Plan
IT Support
Plan
Staffing
Plan
Budget
Management
System Dashboard
Governance
JTC Mentor Program
MentoringAcademy
Education
• Academy Modules
• Value Based LCA
Resume
• Interviewing
Skills
• Career
Advancement
Training
• Mentoring 101
JTC Mentor Program
Academy Program
Management
• Mentoring
Academy Module
Content Creation
and Revision
• Academy
Scheduling,
Planning and
Delivery
Management
• Mentor Pair
Management
Local Area Alumni
Association
Connection
• Mentoring
Academy
Marketing,
Planning &
Execution
Educate
Engage and
network
alumni with
relevant
programming
Provide time
efficient
volunteer
opportunities
Benefit alumni
and collegians
to serve the
Fraternity and
our
communities.

33. 1/9/2015 33
Fund – Targeted communications and solicitation techniques
must closely match donor preferences to improve participation,
retention and overall contributions of time, talent & treasure.
. High Priority Projects Fund - Value Realized with Successful Execution
Communication Preference
Management
• Ensures communications and contact methods match donor preferences
• Reduces ineffective solicitation expenses
Annual Gifts • Broadens the base of participation to reduce revenue concentration risk
• Giving Circles • Allows Contributors to predetermine their recognition levels
• Give 10 • Establishes a culture of giving at a low entry point
• Mentoring Academy
Graduates
• Provides graduates and Mentees an opportunity to give back for value received
• Young Alumni • Sustain the fraternal relationship and the benefits of brotherhood
• Local Area Alumni
Associations
• Reinforcing the culture of giving to the fraternity and the local community
Major Gifts • Provides for donor designated support for a targeted use
Planned Gifts • Provides an additional alternative for future contributions
Restricted Gifts • Supports donor specified directives
• Scholarship Grants • Enables Scholarship and Fellowship creation and delivery
• Chapter Specific • Provides a mechanism for chapter specific designations
• Chapter House Campaigns • Provides a mechanism for chapter housing contributions
Campaigns • Supports major fund raising initiatives fraternity wide
• Investing in Future Leaders • Fraternity-wide $20M Campaign to Build Future Leaders
• Investing in Future Leaders
Follow On Campaign
• Fraternity-wide Campaign to increase endowment through cash gifts
Communications
Plan
IT Support
Plan
Staffing
Plan
Budget
Management
System Dashboard
Governance
Fund
Use segmented solicitation
strategies that closely match
donor preferences to improve
participation, retention and
contributions.
Segmented Alumni
Participation
Opportunities
• Annual Gifts
• Giving Circles
• Key Generational
Milestones
• Collegiate Give 10
• Mentoring Academy
Graduates
• Young Alumni
• Local Area Alumni
Associations
• Major Gifts
• Planned Gifts
• Restricted Gifts
• Scholarships
• Grants
• Chapter Specific
• Chapter House Campaigns
• Campaigns
• Investing in Future Leaders
• Investing in Future Leaders -
Follow On

34. 1/9/2015 34
Invest – The Educational Foundation directly supports and
strengthens the long term sustainability of the Fraternity to
deliver its mission by investing in the Fraternity’s key programs
High Priority
Projects
Invest - Value Realized with Successful Execution
Scholarship Grants • Educational Scholarships awarded to deserving candidates
Jerre L. and Mary Joy
Stead Leadership
Seminar Investment
• Leadership Education and Training delivered to Chapter Officers and Members
• Online Web Based Education and Training Academy delivered to Chapter Officers
Joe T. Charles
Mentoring Program
Investment
• Facilitate Mentor/Mentee value based relationships
• Leadership and Advisory Education and Training delivered to Alumni Volunteers
Neville Winter
Advisors College • Leadership Education and Training delivered to Alumni Volunteers
Communications
Plan
IT Support
Plan
Staffing
Plan
Budget
Management
System Dashboard
Governance
Invest
Strengthen the long term
sustainability of the
Fraternity to deliver its
mission by investing in its
programs.
Investing
in the Fraternity
• Scholarship Grants
• Jerre L. and Mary Joy Stead
Leadership Seminar
Investment
• Joe T. Charles Mentoring
Program Investment
• Neville Winter Advisors
College

35. 1/9/2015 35
The Communication Plan for Alumni & Collegians has been
developed to deliver the broader communications to Alumni and
targeted collegian populations.
Collegians
Alumni
2014
Targeted Email to Juniors/Seniors +Sophomores in Spring Academy (i.e. Grad. Senior Email, Mentor Academy Invitations, Mentoring Related Pubs)
2015 2016
C&C Article on Foundation
Comprehensive Strategy
Social Media Campaigns (i.e. Photos, promo Giveaways, videos, etc.)
My LCA/Website Infrastructure Launch
Electronic PG&G to donors
Online
Local Area Alumni Association/Key Constituents Conference Call (Semi-Annually)
Quarterly Electronic Newsletters to Key Constituents (i.e. Mentors, Alumni Associations, supporters)
ELCs Communicate JTC Mentor Program/Foundation Events/Resources
Person to Person
Foundation Website Development & Launch
General Assembly/Leadership Seminar Announcements & Meetings
Email Invites/mailed invites, letters (i.e. Events, Academies, etc..)
Alumni Association Leadership Symposium
Direct Mail
Local Area Alumni Events (i.e. Foundation Sponsored, AA Supported)
Legend:
Foundation Website Updates
Joseph T Charles Mentoring Academies
Joseph T Charles Mentoring Academies
Foundation/GF Alumni Events (i.e. Mentoring Academies, Neville Advisers College, Stewards Summit, GA/LS)
C&C Article on Foundation
Comprehensive Strategy
Foundation Website Development & Launch
Social Media Campaigns (i.e. Photos, promo Giveaways, videos, etc.)
Foundation Website Updates

36. • A Comprehensive Educational Foundation Strategy has been developed,
capitalizing on the New Alumni Development Strategy and the momentum of the
successful “Investing in Future Leaders Campaign”.
• The Strategy is clear and focused, and future programming relevant to build
sustainable engagement and the size and quality of our donor base.
• The Funding Approach does not diminish the Foundation’s capacity to continue to
provide the required annual grants to the General Fraternity – and incremental
program costs should be covered by incremental donations after year 3.
• Careful project management should guide execution and pace, with disciplined
reviews on progress and ‘lessons learned’.
• Project Communications will be a key feature in capturing the attention and
engagement of alumni, positively influencing their commitment to contribute
time, talent and treasure to the Foundation.
Final Summary
1/9/2015 36

37. The Educational Foundation
of Lambda Chi Alpha
A Comprehensive Strategy & Plan
Our Legacy for Tomorrow’s Brothers
Local Area Alumni Association Leadership Conference
January 9, 2015
Version 3.3
January 9, 2015
1/9/2015 37