foundation annual report - 2012

Beta Theta Pi Foundation2012 ANNUAL REPORT

EnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentLearn and grow all you can; serve and befriend all you can; enrich and inspire all you can. William Arthur Ward, American Author and Scholar

2012 ANNUAL REPORTJune 1, 2011 May 31, 2012

EnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentEnrichmentBeta Theta Pi Foundation

2012 A

NN

UA

L REPORT

beta theta pi Annual Report 2012

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beta theta pibeta theta piMissionTo develop men of principle for a principled life.

VisionEvery member will live Beta Theta Pis values.

Core ValuesTo build lasting bonds of friendship and brotherhood, Beta calls for:

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

Intellectual GrowthBetas are devoted to continually cultivating their minds, including high standards of academic achievement.

TrustBetas develop absolute faith and confi dence in one another by being true to themselves and others.

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

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

Strategic PrioritiesSelf-Governance Recruitment Education Volunteers

beta theta pi

UCLA Leadership College attendees at the 173rd General Convention in Chicago, August 2-5, 2012.

www.betathetapi.org/gift

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beta theta pibeta theta piFirst Our FY13 BLF goal is once again set at $1 million to fully fund the educational programs of our 7,860 undergraduates. Of Heart and Mind is this years BLF theme, and it comes from Founder Charles Henry Hardin, Miami 1841, who believed the Fraternitys progress was dependent upon the mutual fi delity of hearts and the mutual assistance of mind. I couldnt agree more, and I hope you will answer the call again this year with your support of the BLF.Second To keep pace with the increasing educational demands of the Fraternity that are above and beyond what annual funding can sustain, the Beta Foundation recently announced The Promises to Keep Campaign. Page 58 of the Annual Report includes more information from Honorary Campaign Chairman Don Abbey, Penn State 70, and I ask that you watch for, and welcome, any communication from Brother Abbey and his Campaign Cabinet this year. Im sure youll agree that sustaining and advancing the current and future programs of the Men of Principle initiative is an endeavor worth supporting!

Finally, I would like to recognize outgoing Foundation Director Rick Spangler, North Carolina 71, who has provided the resources and leadership necessary to move our educational Foundation forward. Thank you for your service, Brother!

On behalf of the Foundation Board of Directors and sta in Oxford, we hope your Beta Spirit is enriched this year as you play a signifi cant role in developing men of principle for a principled life!

Yours in ___kai___,

S. Wayne Kay, Virginia Tech 73Chairman, Beta Theta Pi Foundation Board of Directors

Dear Brothers, Parents and Friends of Beta:It is a privilege to share with you the 2012 Annual Report! This past fi scal year was record-breaking for the Beta Foundation, and I o er my sincere gratitude to the 2,375 alumni, 213 Friends of Beta, 166 parents and 2,196 undergraduates who contributed a total of $1,006,468 to the Beta Leadership Fund in FY12 helping us surpass our fi rst-ever $1 million goal. I dont for a second take for granted the generosity provided by so many, and the number of undergraduate lives enriched by this BLF support is truly inspiring!

To reciprocate the enrichment generated by our loyal supporters, this publication not only recognizes our FY12 donors and the results they help produce, but it highlights a few of the countless Betas, families, parents and friends who exemplify our principles each and every day. I hope the pages that follow give you a glimpse of how our Great and Good Fraternity is enriching lives everywhere.

As you know, the new academic year is upon us, and Im asking Betas and friends to continue our momentum in two specifi c ways:

beta theta piCHAIRMANS LETTER

BLF Impact in Fiscal Year 2012

1,622 students attended leadership programs

106 chapters granted a $500 Men of Principle Scholarship

63 students received Merit Scholarships totaling $78,100

265 advisors and General Fraternity O cers trained

271 chapter coaching visits conducted

FY13 BLF Goals$1 Million

in contributions from

5,000 Donors

S. Wayne Kay, Virginia Tech 73, and his Beta Sweetheart, Susan


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beta theta pibeta theta piBeta Foundation Sta

Jonathan J. Brant, Miami 75 Foundation Director

L. Martin Cobb, Eastern Kentucky 96 Director of Advancement and Communication/Editor

Ryan E. King, Southern Illinois 01 Director of Advancement

Matthew J. Brawner, Truman State 07Director of Advancement

Philip S. Fernandez, Miami 06Director of Advancement

Laura L. Lednik Director of Development

For complete biographies of Foundation Directors, Fraternity Trustees and the Administrative O ce Sta , visit www.betathetapi.org.

Foundation PurposeThe purpose of the Beta Theta Pi Foundation is to advance the educational mission and goals of Beta Theta Pi toward the vision of the Fraternity. The Foundation will strive to o er a variety of opportunities for gift support of the Fraternitys education activities, communicate these opportunities to members regularly and provide the resources necessary to produce an e ective and e cient advancement program for the mutual benefi t of donors and Beta Theta Pi.Left to right: Brawner, Cobb, Brant, Lednik, King and Fernandez

FOUNDATION PROFILE

Beta Foundation Sta

Left to right: Brawner, Cobb, Brant, Lednik, King and Fernandez

A Track Record of E ciency The Program Services Ratio (PSR) represents the percentage of each dollar spent by the Beta Foundation that goes directly to the leadership development programs of the Men of Principle initiative (program expenses/total expenses). The PSR chart compares the Beta Foundations PSR with both the fundraising industry standard of 65% or more and the average PSR for all Fraternity Foundations. Each year the Beta Foundation strives to spend as little as possible on fundraising expenses, and as much as possible on educational programing. In other words, the higher the PSR, the better, and in fi scal year 2012, 93 cents of every dollar spent by the Beta Foundation went directly to programming benefi ting our undergraduates and volunteers across North America.

*The Beta Foundations PSR for fi scal year 2012 is an approximation pending the fi gures of our annual audit. All data in this chart is provided by an independent partner of the North-American Interfraternity Conference Foundation and is calculated using public non-profi t tax returns (IRS 990).

90%

100%

80%

70%

60%

50%

40%FY11FY10FY09FY08FY07FY06

65%65% 65% 65% 65% 65%

88.5%

81.2%84.6%

90.6%88.0%

Non-Profi t Industry Standard

Average for all Fraternity Foundations

Beta Theta Pi Foundation

51%48%

51%52%55% 53%

PROGRAM SERVICES RATIO

FY12

65%

85.3%93.2%*

Cultivation Solicitation

Stewardship

2012 Best Major Gifts Development E ort

Beta Theta Pi FoundationPresented by the North-American Interfraternity

Conference Foundation


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beta theta pibeta theta piTABLE OF CONTENTS

3 Chairmans Letter

4 Foundation Profile

6 Board of Directors

7 Volunteer Ambassadors

8 By the Numbers

10 Leadership Development Programs

12 Leadership Report Card

14 Merit Scholarships

16 John Reily Knox Club

18 Beta Leadership Fund and Donor Recognition

48 Sons of the Dragon Club

50 Friends of Beta and Parent Donors

52 Named Endowment Funds

54 Bridge Builder Society

56 DEA Grant Program

57 Ways to Give

58 The Promises to Keep Campaign

"Beta Theta Pi has been a part of our family since the fall of 1939 when our Dad Dr. Hugh E. Stephenson Jr., Missouri 43 met his lifelong brothers of the Zeta Phi Chapter at the University of Missouri. Dad spent his entire life nurturing friendships and mentoring Beta brothers in chapters across North America.

Almost daily, our lives were touched by a visit, phone call or note from a fellow Beta, and these faithful friendships provided immeasurable gratitude and joy to our family. Dad, Mom (Sally) and the two of us are forever blessed by this Great and Good Fraternity, and our lives continue to be enriched each and every day. Betas are men with wonderful character and principle, indeed!" Ann Stephenson Cameron and Hugh (Ted) Stephenson III, SMU 88

beta theta pi

"Beta Theta Pi has been a part of our family since the fall of 1939 when our Dad Dr. Hugh E. Stephenson Jr., met his lifelong brothers of the Zeta Phi Chapter at the University of Missouri. Dad spent his entire life nurturing friendships and mentoring Beta brothers in chapters across North America.

EnrichmentDr. Stephenson served as General Fraternity President from 1978-81 and received the 30th Oxford Cup on August 8, 1997. He was recruited by Rush Chairman and Class President Sam Walton, Missouri 40, and was credited with developing one of the fi rst portable defi brillators. Dr. Stephenson passed away peacefully surrounded by his family on July 26, 2012, and Beta Theta Pi is forever grateful for the dedication and service of this true Beta legend.

Dr. Hugh E. Stephenson, Jr.


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beta theta pibeta theta pi

William E. Lowry, Jr., Kenyon 56Chicago, Ill.

Assistant to the President, The Chicago Community Trust; former Senior Advisor and Vice President of Human Resources and Administration for The MacArthur Foundation; Board of Trustees at Kenyon College

Je rey Lieberman, Pennsylvania 96New York, N.Y.

Managing Director of Insight Venture Partners, a leading venture capital fi rm; Director of Paisley Software, Threadless.com, Karmaloop, Healthcaresource and AdvantageIQ

Charles O. McCormick III M.D., Indiana 72Indianapolis, Ind.

Ophthalmologist; Owner of the Indiana Eye Clinic; Chapter Counselor of Pi Chapter at Indiana University

Robert J. Schaupp, Lawrence 51Green Bay, Wis.

Chairman P & S Investment Company; Trustee Lawrence University; President Fox Valley Beta Theta Pi Alumni Association

R. Ethan Braden, Willamette 02 Indianapolis, Ind.

Neuroscience Commercialization Leader - Emerging Markets, Eli Lilly & Company; Board of Directors, Little Red Door Cancer Agency of Indiana; former Expansion Director and Education Consultant, Beta Theta Pi Foundation and Administrative O ce

Je rey Lieberman, Je rey Lieberman,

S. Wayne Kay, Virginia Tech 73Houston, Texas

President & CEO, CardioNexus/Panasonic Healthcare; former President/CEO of Health Industry Distributors Association, Quidel Corp. and SmithKline Diagnostic; National Trustee, Boys & Girls Clubs of America; Fourth Degree, Knights of Columbus

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

Thomas H. McCasland, Jr., Oklahoma 56Dallas, Texas

Chairman, Mack Energy Co. and the familys business enterprises; Board Member: Dallas Opera, AT&T Performing Arts Center, Dallas Arboretum, Beta Theta Pi Corp. of Oklahoma and Beta Theta Pi Foundation of Oklahoma; Dallas Country Club Member

Robert J. Schaupp, Robert J. Schaupp,

President & CEO, CardioNexus/Panasonic Healthcare;

Distributors Association, Quidel Corp. and SmithKline

H. Kent Mergler, Cincinnati 63 Stuart, Fla.

Chairman, Northstar Capital Management, Inc.; retired President of Stein, Roe & Farnham, Investment Counsel

R. Ethan Braden,

Stephen B. Becker, Florida 69Hamilton, Ont.

President, Stephen Becker Consulting Inc., a Canadian consulting fi rm; former Administrative Secretary of Beta Theta Pi; President of the Beta Theta Pi Foundation of Canada; Director of the Florida Beta Student Aid Fund

EnrichmentFar and away the best prize that life o ers is the chance to work hard at work worth doing. Theodore Roosevelt, 26th President of the United States

John H. Stebbins, Emory 92Smyrna, Ga.

Managing Director and CFO of RidgeWorth Capital Management, Inc.; former Audit Manager for SunTrust Banks, Inc.; former General Treasurer of Beta Theta Pi

The Beta Theta Pi Foundation, a 501(c)(3) public charity, was created in 1990 to attract and receive gifts to support leadership and academic opportunities. Working with the Foundation sta in Oxford, the Beta Theta Pi Foundation is led by a 10-member Board of Directors.

BOARD OF DIRECTORS

$664,1392,317 Beta Alumni Donors

$197,89758 Board

Member/Sta Donors

$43,374 2,196 Beta

Undergraduate Donors

$101,058379 Friends of Beta and

Parent Donors

BLF Contributions by Audience$1,006,468 received from 4,950 donors

in fi scal year 2012

7

beta theta pibeta theta piVOLUNTEER AMBASSADORS

My son, Peter, was a Founding Father of the Eta Beta Chapter at the University of Miami, and I have had the pleasure of watching him

(and his chapter brothers) show commitment, energy and dedication to Beta Theta Pi.

He has grown into a young man of strong character, values and kindness, and Im thankful for the

many ways the Fraternity has enriched both of our lives. Peter served as a Foundation Ambassador this year, and we both continue to be advocates for

the Beta Leadership Fund because we know our support is providing young men the

opportunity to grow through the friendship, leadership and character-building experiences

of the Fraternity. Thank you for enriching both of our lives and for developing todays

students in meaningful and positive ways! Leni Moore, mother of Peter Darrow, Miami (Fla.) 09

Enrichment

Tim and Melanie BreedloveWith their son, Robert, San Diego 13

Eli Ker, Sigma Phi EpsilonAssociate Director for Fraternity and Sorority Life at Clemson University

The Beta Theta Pi Foundation is grateful for the volunteers who served as advocates for the Beta Leadership Fund in fi scal year 2012. Our Honorary Friend of Beta, Honorary Parent Chairs, Foundation Ambassadors and Sons of the Dragon Club Giving Council are instrumental each year in educating Betas constituents on the purpose of the Beta Foundation and enlisting others to support the BLF annually.

2011-12 Foundation AmbassadorsDustin Anderson, Minnesota 05Brad Brown, Oklahoma 07Steve Brylski, Virginia Tech 06Peter Darrow, Miami (Fla.) 09Bruce Fein, Colgate 84Brian Focarino, William & Mary 11Ron Helman, Miami 55Tim Herrmann, Dayton 10Kyle Kerrigan, DePauw 12Andy Lane, John Carroll 12Martin Lewison, Columbia 88Connor McDonald, Chapman 15Henry Noonan, Florida International 14Matt Paynter, Florida 00Brett Rundle, Kansas State 03JB Scherpelz, Miami 05Jordan See, Florida 08Ben Szweda, John Carroll 12Jason Waggoner, Truman State 04Brian Webber, Loyola Marymount 09

2011-12 Sons of the Dragon Club CouncilAndrew Broenen, Cornell 13Eric Bunner, Ohio State 13Zach Burklund, Truman State 13Chase Colvin, Oklahoma State 14Matthew Dempsey, Connecticut 13Toby Fish, Oregon 14Mark Hawk, Dayton 14Matt Ho ner, Virginia Tech 12Stewart Holder, Alabama 13Jorge Horcasitas, Kettering B 14Marty Ignacio, California, Irvine 13Trevor Kellogg, Washington 14Jimmy Kirkpatrick, DePauw 13Cody Kosycarz, California, Los Angeles 12Dan Marnich, North Dakota 13Austin Marple, TCU 14Ethan McMahon, Florida 13Colin OBrien, George Washington 14Ben Ramalanjaona, Columbia 13Kevin Tornes, Colorado Mines 13

Are You the Next Ambassador for the Beta Foundation?The Beta Foundation is in search of passionate Betas willing to volunteer and strengthen commitment to the Beta Leadership Fund in December and May this fi scal year. If you are interested in having fun connecting with other loyal Betas while also making a di erence for Beta undergraduates, you will make a great Foundation Ambassador. Contact Director of Advancement Ryan King, Southern Illinois 01, or visit www.betathetapi.org for more information.

2011-12 Honorary Friend of Beta Chair

2011-12 Honorary Parent Chairs

EnrichmentEnrichment


8

beta theta pibeta theta piChapters & Membership 2007-08 2008-09 2009-10 2010-11 2011-12Chapters and Colonies 119 118 118 118 120Undergraduate Initiates and Pledges 6,849 6,907 7,076 7,455 7,860Betas Average Chapter Size 58 59 60 63 66Average Chapter Size of All Fraternities 43 47 47 45 45 Chapters Closed 7 4 4 3 8Re/Colonizations 4 3 4 5 6

Volunteers 2007-08 2008-09 2009-10 2010-11 2011-12Total Number of Advisors 776 831 799 843 827Average # of Advisors per Chapter 6.52 7.04 6.77 7.14 6.89Chapters with 5+ Advisors 87 81 98 104 104Advisors attending Advisor 134 226 121 145 220 Training Conferences General Fraternity O cers attending 67 68 44 23 45 the Leadership Summit

$1,000,000

$900,000

$800,000

$700,000

$600,000

$500,000

$400,000

$300,000

$200,000

$100,000

$0FY04 FY05 FY06 FY07 FY08 FY09 FY10

$674,7234,076 Donors

$552,6983,238 Donors

$573,2162,515 Donors

$498,6812,069 Donors

$731,8822,711 Donors

$720,1002,677 Donors

$863,2683,753 DonorsBETA LEADERSHIP FUND CONTRIBUTIONS

FY04

4,076 Donors

FY05

3,238 Donors 2,515 Donors

FY06

2,515 Donors2,515 Donors

2,069 Donors

FY07

2,069 Donors

FY08

2,711 Donors 2,677 Donors

FY09

2,677 Donors

FY10

3,753 Donors3,753 Donors

$938,0724,427 Donors

FY11

BY THE NUMBERS

FY12FY12

$1,006,4684,950 Donors

Congratulations to Betas Re/Chartered Chapters Furman University Zeta Lambda Chapter Greenville, S.C.

Iowa State University Tau Sigma Chapter Ames, Iowa

University of Maryland Delta Omega Chapter College Park, Md.

Northeastern University Eta Zeta Chapter Boston, Mass.

Penn State University Alpha Upsilon Chapter State College, Pa.

University of South Carolina Upsilon Chapter Columbia, S.C.

Zeta Lambda Chapter Greenville, S.C.

Tau Sigma Chapter Ames, Iowa

Delta Omega Chapter College Park, Md.

Eta Zeta Chapter Boston, Mass.

Alpha Upsilon Chapter State College, Pa.

Upsilon Chapter Columbia, S.C. Enrichment Modesty seldom resides in a

breast that is not enriched with nobler virtues. Oliver Goldsmith, 18th Century British Poet


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Leadership Development & Scholarships 2007-08 2008-09 2009-10 2010-11 2011-12Men of Principle Scholarships Granted to Chapters 90 99 86 91 106Merit Scholarships Awarded $83,425 $82,175 $82,675 $78,750 $78,100Leadership Development Program Participants 1,605 1,571 1,236 1,471 1,622% of Beta Undergraduates Attending a 22.04% 22.44% 17.36% 20.36% 19.85% Leadership Development Program

Key Financial and Fundraising Data 2007-08 2008-09 2009-10 2010-11 2011-12Beta Leadership Fund Contributions $731,882 $720,100 $863,268 $938,072 $1,006,468Total Number of BLF Donors 2,711 2,677 3,753 4,427 4,950Total Number of First-Time BLF Donors 261 304 1,293 1,478 1,863Annual BLF Donor Retention Rate 60.9% 53.6% 58.8% 58.8% 54.0%Educational Dollars Granted** $2,493,501 $2,232,661 $2,176,697 $2,957,406 $2,860,929*Direct Mail and Fundraising Expenses $94,693 $203,762 $137,035 $334,792 $208,688*Beta Foundation Net Assets $16,008,076 $12,179,179 $13,461,135 $16,667,175 $17,602,141*

* Figures are uno cial until our annual audit by Blue & Co. LLC.

** Includes grants for all leadership programs, the Men of Principle initiative, Foundation management and donor cultivation.

3.100

3.050

3.000

2.950

2.900

2.850

2.800

2.7501997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009

BETA GPA VS. ALL FRATERNITY GPA

2.8202.846 2.821

2.929 2.920

2.950

2.984 2.9993.004 3.008

3.015

3.069

3.101

2.750

2.800

2.860

2.925

Avg. GPA of all Fraternities

Avg. GPA of all Beta Chapters

2010

3.150

3.069

3.0153.0083.0042.9992.984

2.950

2.9202.929

2.821

Avg. GPA of all Avg. GPA of all Avg. GPA of all Fraternities

Avg. GPA of all Beta ChaptersAvg. GPA of all Avg. GPA of all

2.846

Avg. GPA of all Avg. GPA of all Avg. GPA of all Avg. GPA of all Avg. GPA of all Fraternities

Avg. GPA of all Beta ChaptersAvg. GPA of all Avg. GPA of all Avg. GPA of all Avg. GPA of all Avg. GPA of all

2.820



3.101

2.925

3.120BETA GPA VS. ALL FRATERNITY GPA



BETA GPA VS. ALL FRATERNITY GPA



BETA GPA VS. ALL FRATERNITY GPABETA GPA VS. ALL FRATERNITY GPABETA GPA VS. ALL FRATERNITY GPABETA GPA VS. ALL FRATERNITY GPABETA GPA VS. ALL FRATERNITY GPABETA GPA VS. ALL FRATERNITY GPA

2011

2.925 2.9252.925

2.8602.8602.860

2.8002.800

2005 2006 2007 2008 2009 2010 20112005 2006

2.750

2.800

2.925

2.860

2.925 2.9252.9252.9252.893

2.936

3.120

2.929FraternitiesFraternitiesFraternitiesFraternitiesFraternities 2.936

3.200

3.146

2012-13 Re/Colonization Plans University of Arkansas Fayetteville, Ark. September 2012 [email protected]

Baylor University Waco, Texas January 2013 [email protected]

College of Charleston Charleston, S.C. September 2012 [email protected]

High Point University High Point, N.C. January 2013 [email protected]

Massachusetts Institute of Technology Boston, Mass. September 2012 [email protected]

Ohio University Athens, Ohio September 2012 [email protected]

Worcester Polytechnic Institute Worcester, Mass. October 2012 [email protected]

Fayetteville, Ark. September 2012 [email protected]

Waco, Texas January 2013 [email protected]

Charleston, S.C. September 2012 [email protected]

High Point, N.C. January 2013 [email protected]

Boston, Mass. September 2012 [email protected]

Athens, Ohio September 2012

Worcester, Mass.


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The Fraternitys mission to develop men of principle for a principled life is manifested each year through our award-winning leadership development programs. Aimed at developing the hearts and minds of young Betas across North America, these programs play a critical role in building and strengthening an undergraduate experience that is safe, enjoyable and purposeful. Recognized internationally with 12 awards by our interfraternal peers, the following pages highlight the growth and impact of the leadership development programs made possible each year by the generosity of our loyal donors.

UIFI

Wooden Institute

Beta Wilderness Challenge

Futures Quest

Leadership College

Presidents Academy

Keystone

Facilitators and undergraduates at the 2012 John and Nellie Wooden Institute for Men of Principle

2011

1,800

1,600

1,400

1,200

1,000

800

600

400

200

01997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

1572 140

223

465 501546

908

1,060

1,454

1,6051,571

1,236

7

1,471

873

101

281

101

557

19811

10527

161167

51

208

3323

150

206

3938

184

242

41

70

282

4787

333

89

72

269

49101

212

101

256

68

304

41104

311

100

526

294

42107

310

100

701

241

3389

239

99

845

247

182

51

3011

35 39 34 51 25 39 40

24845

LEADERSHIP DEVELOPMENT PROGRAMS

2012

1,622

918

110

312

9

249

24

NUMBER OF STUDENTS ATTENDING A BETA LEADERSHIP PROGRAM


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Beta Wilderness Challenge

Miller Nichols Chapter Presidents Leadership AcademyAnswering the Call of Principled Leadership

At the Presidents Academy, I learned that my colony should not be a group of men that come together without purpose, but that we need to be a group devoted to mutually enhancing relationships through our Ritual and daily chapter activities. The Presidents Academy gave me the confi dence to e ectively communicate with and lead the 96 brothers at TCU. Austin Marple, TCU 14

John and Nellie Wooden Institute for Men of PrincipleDiscovering Beta Theta Pis True Principles

The Wooden Institute taught me how to be a better principled leader. I learned how to move forward with the challenge of discerned members who can sometimes argue against positive change. Our chapter has some work to do to achieve its goals, and the Wooden Institute has shown me that we must adapt and change if we are to be successful. Johnny Tran, San Jose State 14

Miller Nichols Chapter Presidents Leadership Academy

Discovering Beta Theta Pis True Principles

The a better principled leader. I learned how to move forward with the challenge of discerned members who can sometimes argue against positive change. Our chapter has some work to do to achieve its goals, and the Institutechange if we are to be successful.

Keystone Regional Leadership ConferenceFanning the Flame of Principled Leadership

Keystone was a major turning point for our chapter this past year, as our former president had recently resigned and the executive board was searching for a real purpose. Keystone gave all of us a chance to set goals and reestablish ourselves as a common unit with clear direction. Our executive board often says, Keystone literally saved our chapter this year. Charles Foote, Utah 15

Peter F. Greiner Leadership CollegeConnecting the Beta Spirit with our Principled Future

Leadership College helped me learn to appreciate the values of trust and honesty and how our chapter can benefi t from living by these values. I experienced some true Beta Spirit in Chicago, and I was impressed by the di erent kinds of people from all over the United States and Canada who remain united by the mission of the Fraternity. Lucas Steigberger, British Columbia 15

Undergraduate Interfraternity InstituteEmbracing Betas Interfraternal Responsibility

UIFI empowered me to face the challenges experienced by the fraternity/sorority community and gave me the tools needed to infl uence positive and constructive change. I have a greater appreciation for what it means to be a man of principle in the Fraternity and will play a key role in helping inspire change on my campus. Evan Miller, DePauw 15

Hugh E. Stephenson, Jr. Leadership SummitChampioning Betas Principles for a Better Future

Leadership Summit supports our growing regional/district chief core by keeping everyone engaged, updated and educated on the initiatives and programs the General Fraternity is providing for our undergraduates. Building lifelong friends while attending the Leadership Summit and while serving as a Beta volunteer energizes my Beta Spirit in ways that allow me to better serve all my Beta chapters. Brian Boardman, Rhode Island 91

Men of Principle ScholarshipRecruiting Men of Principle to Build Beta Theta Pi

I owe my membership in the Fraternity to the Men of Principle Scholarship because it led me to learn that my values were in line with those of Beta Theta Pi. MPS helps keep our chapter focused on values-based recruitment, not just interest-based, which enables us to recruit the best leaders on campus who will help our chapter grow and succeed. Nick Misiolek, Kettering B 15

The Jon Williamson Futures QuestTapping Up-and-Coming Leaders to Build the Beta Bridge

Futures Quest showed me that even though Beta and other fraternities have members spread throughout North America, we all must hold true to our values and stand for what is right in our chapters. Attending Futures Quest helped me become a voice of reason and truth within my chapter, and I took the initiative to revolutionize the role of our chapters ritual chair. Ricky Moreno, Florida International 14

Answering the Call of Principled Leadership

At the colony should not be a group of men that come together without purpose, but that we need to be a group devoted to mutually enhancing relationships through our Ritual and daily chapter activities. The me the confi dence to e ectively communicate with and lead the 96 brothers at TCU. Austin Marple, TCU 14

Hugh E. Stephenson, Jr. Leadership Summit

Undergraduate Interfraternity Institute

Championing Betas Principles for a Better Future

Leadership Summitregional/district chief core by keeping everyone engaged, updated and educated on the initiatives and programs the General Fraternity is providing for our undergraduates. Building lifelong friends while attending the Leadership Summitenergizes my Beta Spirit in ways that allow me to better serve all my Beta chapters.

Embracing Betas Interfraternal Responsibility

UIFIexperienced by the fraternity/sorority community and gave me the tools needed to infl uence positive and constructive change. I have a greater appreciation for what it means to be a man of principle in the Fraternity and will play a key role in helping inspire change on my campus.

Fanning the Flame of Principled Leadership

Keystoneour chapter this past year, as our former president had recently resigned and the executive board was searching for a real purpose. to set goals and reestablish ourselves as a common unit with clear direction. Our executive board often says,

Peter F. Greiner Leadership CollegeConnecting the Beta Spirit with our Principled Future

Leadership Collegeappreciate the values of trust and honesty and how our chapter can benefi t from living by these values. I experienced some true Beta Spirit in Chicago, and I was impressed by the di erent kinds of people from all over the United States and Canada who remain united by the mission of the Fraternity. Lucas Steigberger, British Columbia 15

Men of Principle ScholarshipRecruiting Men of Principle to Build Beta Theta Pi

I owe my membership in the Fraternity to the it led me to learn that my values were in line with those of Beta Theta Pi. keep our chapter focused on values-based recruitment, not just interest-based, which enables us to recruit the best leaders on campus who will help our chapter grow and succeed.

The Jon Williamson Futures QuestTapping Up-and-Coming Leaders to Build the Beta Bridge

Futures Questother fraternities have members spread throughout North America, we all must hold true to our values and stand for what is right in our chapters. Attending Futures Questtruth within my chapter, and I took the initiative to revolutionize the role of our chapters ritual chair.

Enrichment Enrichment John and Nellie Wooden Institute for Men of Principle

Enrichment John and Nellie Wooden Institute for Men of PrincipleDiscovering Beta Theta Pis True Principles

Enrichment Discovering Beta Theta Pis True Principles




12

Chapter/Colony MPS FQ CPLA KRLC WI UIFI LC 2012 Total Prior Three-

Year Average

The Leadership Development Program Report Card summarizes participation by all chapters and colonies in the 2011-12 academic year. In addition to providing a summary, it is our hope that this report card will encourage increased participation by your chapter. Leadership development is a trademark of our Fraternity which yields signifi cant benefi ts of individual, chapter and organizational growth and progress. Through the support of alumni, leadership consultants, district and regional chiefs, chapter advisors and fraternity/sorority advisors, Beta undergraduates can achieve their full leadership potential.

Report Card KeyMen of Principle Scholarship .............................................MPSFutures Quest .......................................................................... FQChapter Presidents Leadership Academy...... ................ CPLAKeystone Regional Leadership Conferences .................. KRLCWooden Institute ....................................................................WIUndergraduate Interfraternity Institute ............................ UIFILeadership College ................................................................... LC

19.85% Percentage of Beta undergraduates who attended a leadership development program in 2012.Alabama $500 1 6 2 5 14 19Arizona $500 1 7 8 11Auburn $500 1 9 10 7Bethany $500 1 6 8 15 12British Columbia $500 8 2 10 7Cal Poly $500 8 8 8California, Berkeley $500 1 6 1 1 9 10California, Irvine $500 1 10 1 12 12California, Los Angeles* $500 1 8 1 14 24 19California, Santa Barbara $500 1 8 1 10 13Carleton $500 3 4 1 8 7Carnegie Mellon $500 1 8 2 11 11Case Western Reserve* $500 1 8 6 5 20 18Central Florida $500 1 9 1 1 12 14Central Michigan $500 1 9 7 17 15Centre $500 1 8 1 6 16 n/aChapman $500 1 8 6 1 16 n/aCincinnati* $500 1 11 9 5 12 38 22Clemson $500 1 8 1 2 12 11Colgate $500 1 8 1 10 7Colorado Mines $500 1 8 2 11 12Colorado State 1 6 7 9Columbia 1 6 2 9 6Connecticut $500 1 10 1 1 13 19Cornell* $500 1 9 2 7 19 7Creighton $500 1 9 3 3 16 n/aDayton $500 1 7 1 9 8Denison $500 1 8 3 12 14Denver $500 1 8 1 1 11 2DePauw $500 1 8 3 1 6 19 13East Carolina $500 1 8 3 1 13 15Eastern Illinois $500 1 7 8 11Eastern Kentucky $500 2 1 8 2 3 16 17Eastern Washington $500 1 8 9 10Emory $500 1 8 9 10Florida $500 1 8 4 13 15Florida International $500 1 1 7 3 3 15 21Furman $500 1 8 2 11 11George Washington $500 1 10 3 1 1 16 9Georgia $500 1 8 1 1 3 14 17Georgia Tech 1 6 7 18Hampden-Sydney 1 7 8 5Hanover $500 1 0 1 2 2

LEADERSHIP REPORT CARD

undergraduates can achieve their full leadership potential.Cal Poly $500 8 8 8Cal Poly $500 8 8 8California, Berkeley $500 1 6 1 1 9 10California, Berkeley $500 1 6 1 1 9 10California, Irvine $500 1 10 1 12 12California, Los Angeles*California, Los Angeles*California, Santa Barbara $500 1 8 1 10 13Carleton $500 3 4 1 8 7Carnegie Mellon $500 1 8 2 11 11Carnegie Mellon $500 1 8 2 11 11Case Western Reserve*Central Florida $500 1 9 1 1 12 14Central Michigan $500 1 9 7 17 15Central Michigan $500 1 9 7 17 15Centre $500 1 8 1 6 16 n/aChapman $500 1 8 6 1 16 n/aChapman $500 1 8 6 1 16 n/aCincinnati*Clemson $500 1 8 1 2 12 11Colgate $500 1 8 1 10 7Colgate $500 1 8 1 10 7Colorado Mines $500 1 8 2 11 12Colorado State 1 6 7 9Columbia 1 6 2 9 6Connecticut $500 1 10 1 1 13 19Cornell*Creighton $500 1 9 3 3 16 n/aCreighton $500 1 9 3 3 16 n/aDayton $500 1 7 1 9 8Dayton $500 1 7 1 9 8Denison $500 1 8 3 12 14

2012 Wooden Institute attendees and facilitators


13

Sewanee 5 5 7SMU $500 1 9 2 2 14 16South Carolina $500 1 7 5 1 7 21 11South Dakota* $500 1 7 2 2 12 12Southern California $500 1 8 2 3 14 15Southern Illinois $500 1 8 9 8St. Lawrence $500 1 7 1 2 11 3Stevens* $500 1 8 6 3 18 11Tennessee $500 1 8 1 10 10Texas A&M 1 10 2 13 8Texas A&M-CC $500 1 8 9 11Texas at Arlington $500 1 8 6 1 16 11Texas Christian $500 1 8 4 13 n/aToronto $500 1 8 9 7Truman State $500 1 8 8 5 22 20Utah $500 1 8 3 1 13 n/aVanderbilt 1 7 8 16 9Villanova $500 1 7 1 9 6Virginia $500 1 5 2 8 13Virginia Tech $500 1 8 6 1 16 14Wabash* $500 1 7 9 9 26 18Washington $500 1 1 10 2 7 21 30Washington & Je erson 8 8 9Washington and Lee 1 7 8 11Washington in St. Louis* $500 5 1 8 2 1 16 33 20Washington State $500 1 10 11 12Wesleyan 0 0 5West Virginia $500 9 2 11 10Westminster* $500 1 8 8 5 22 8Whitman $500 1 0 1 8Wichita State 1 9 2 1 13 13William & Mary 1 8 9 12Wisconsin $500 1 7 5 13 10Wisconsin-Oshkosh* $500 8 5 2 15 15Wittenberg* $500 1 8 3 3 15 10TOTAL $53,000 9 110 918 249 24 312 1,622 1,382

Chapter/Colony MPS FQ CPLA KRLC WI UIFI LC 2012 Total Prior Three-

Year Average Chapter/Colony MPS FQ CPLA KRLC WI UIFI LC 2012 Total Prior Three-

Year Average

* Denotes the chapters and colonies who were recipients of the 2012 Charles Henry Hardin Leadership Development Award. This award recognizes chapters and colonies that send 15 or more total participants or at least 20% of the chapter roster to at least three di erent Foundation-sponsored leadership development programs (excluding Keystone).

Idaho $500 1 9 1 4 15 13Indiana $500 1 11 2 5 19 15Iowa $500 1 6 2 1 10 10Iowa State* $500 1 9 2 13 25 14John Carroll* $500 1 7 3 3 14 16Johns Hopkins $500 1 8 2 1 3 15 10Kansas 1 8 2 1 12 3Kansas State $500 1 8 7 16 20Kentucky* $500 1 9 3 11 24 17Kenyon $500 1 5 6 3Kettering A $500 1 7 1 9 12Kettering B* $500 1 8 10 15 34 15Knox $500 1 6 7 11Lawrence $500 6 3 5 14 10Louisville $500 1 8 1 2 12 13Loyola Marymount $500 1 10 4 15 11Maine $500 1 0 1 2 15Maryland* $500 1 9 5 4 19 7Miami $500 1 5 2 8 17Miami (Fla.) $500 1 8 1 10 11Michigan* $500 1 9 1 1 5 17 14Michigan State $500 1 8 4 13 n/aMinnesota* $500 1 8 6 8 23 20Mississippi $500 1 8 1 10 10Missouri 8 5 13 16Missouri-Kansas City $500 1 8 7 16 15Nebraska $500 1 8 3 8 20 20North Carolina $500 1 8 3 2 14 14North Dakota $500 1 8 9 10Northeastern* $500 1 11 4 10 26 15Northwestern $500 1 6 7 14Nova Southeastern $500 1 8 3 12 7Ohio State 1 8 9 10Oklahoma $500 1 7 2 5 15 15Oklahoma State $500 1 8 9 11Oregon $500 1 11 2 14 12Pacifi c $500 n/a 1 1 n/aPenn State $500 1 8 3 10 22 13Pennsylvania $500 1 8 9 3Purdue $500 1 7 8 16Saint Louis $500 1 8 6 15 9San Diego* $500 1 12 7 6 26 28San Jose State $500 1 9 7 17 9


14

The Beta Theta Pi Foundations Merit Scholarship Program, instituted in 1949 by the Board of Trustees, has enabled many outstanding students to achieve their academic endeavors by providing important fi nancial assistance. This year, the Foundation awarded 63 scholarships totaling $78,100 to undergraduate and graduate student members of the Fraternity, as well as sons and daughters of Betas who excelled in academics, chapter leadership and campus/community involvement.

For more information about next years scholarship opportunities, visit www.betathetapi.org. The online scholarship application will be available in early February and the deadline for submission is April 1. All Merit Scholarships will be awarded prior to next summers 174th General Convention in Charlotte, North Carolina.

MERIT SCHOLARSHIP PROGRAM Exemplifying Betas Devotion to the Cultivation of the IntellectMerit Scholarship Recipients$1,975 Douglas J. Neeley Memorial Scholarship Daniel G. Waters, Kenyon 14

$1,950 William W. Dawson Memorial Scholarship Rolando Gutierrez, Florida International 13

$1,850 Edward M. Brown Oxford Cup Scholarship Thomas R. Hendricks, Miami 14

$1,800 Bertram W. Bennett Memorial Scholarship Ruonan Wang, Connecticut 10

$1,600 Ben C. Rich Memorial Scholarship Timothy N. Hunt, Case Western Reserve 12

$1,525 Horace G. Lozier Memorial Scholarship Nicholas E. Tunison, Idaho 13

$1,450 Douglas W. Hill, Jr. Scholarship Prashanth Rajarajan, Michigan State 13 Scott R. Summers, Michigan State 12

$1,450 James L. Gavin Memorial Scholarship Alexander Bleiweis, Maryland 13 Zack M. Reed, Kansas State 14

$1,350 W. Todd Elias Memorial Scholarship Cheney R. Neesen, Nebraska 13

$1,250 Fred A. Seaton Memorial Scholarship Jacob T. Colver, Kansas State 15 Logan M. Gauby, Kansas State 12

$1,250 John J. and Elizabeth Rhodes Scholarship Ryan M. Crosser, Kansas State 14 Connor J. Navrude, Kansas State 14

$1,250 Steven Craig Merrill Memorial Scholarship Alexander J. Zorychta, Virginia 13

$1,250 Thad Byrne Memorial Scholarship Willy S. Chotzen-Freund, Washington in St. Louis 13

$1,250 W. H. (Bert) Bates Oxford Cup Scholarship Charles R. Foote, Utah 15

$1,200 Cleveland Alumni Association Scholarship Matthew V. DelBrocco, Case Western Reserve 12 Tyler J. Willenbrink, South Carolina 13 Joseph E. Wolf, Case Western Reserve 13

$1,200 Otho E. Lane Memorial Scholarship Brian D. Elinsky, Miami 13

Founders ScholarshipsThe top eight Founders Scholarships are endowed by an estate gift of Robert C. La erty, Ohio Wesleyan 28.

$2,000 John Holt Duncan

Memorial Scholarship

Michael D. Brown, Jr.Louisville 09

Nicholas M. Co eyOklahoma 13

Steven M. CruzFlorida International 12

$2,000Samuel Taylor Marshall Memorial Scholarship

Michael J. MumaughNebraska 13

$2,000Michael Clarkson Ryan Memorial Scholarship

James W. Kirkpatrick IIIDePauw 13

Matthew J. DempseyConnecticut 13Matthew J. DempseyConnecticut 13

$2,000James George Smith


Garrett H. HyerCentral Florida 08

$2,000John Reily Knox


David D. DeverWashington 13

$2,000Charles Henry Hardin Memorial Scholarship

$2,000David Linton


$2,000Thomas Boston Gordon Memorial Scholarship

15


MERIT SCHOLARSHIP AWARDS*Number of Scholarships Awarded

FY06 FY07 FY08 FY10 FY11FY05 FY09

$58,90058*

$66,50064*

$68,97558*

$83,42569* $82,175

65*

$82,67568* $78,550

68*$78,100

63*

FY12

As I start the next chapter of my life in college this fall, I would like to thank the Beta Foundation for the

generosity shown to me through the Seth R. and Corinne H. Brooks Scholarship. I would probably not be attending

the University of Southern California without this scholarship. From the bottom of my heart,

THANK YOU for helping make my dreams come true! Samantha Adams

I am truly honored that my daughter, Sam, was awarded a Merit Scholarship named in memory of

Dr. Seth R. Brooks and his wife Corinne. My life was personally enriched by Dr. Brooks while I attended Miami University, and I even had the privilege of

meeting him and passing the Loving Cup together. Another Beta legend who enriched my life was H. H. (Hi) Stephenson, Miami 39. Hi was a true

gentleman who mentored me when I was Alpha Chapter Historian in 1980-81. Thank you for enriching my life

once again by awarding my daughter this special honor. Cedric Adams III, Miami 81

$750 Gupton A. Vogt Oxford Cup Memorial Scholarship Alex J. Hermann, San Diego 14

$725 Edith Cantor Morrison Memorial Scholarship Connor R. Lewis, Vanderbilt 14

$700 Col. Richard R. (Misty) and Sally Shoop Scholarship Zachary A. King, South Carolina 13

$675 Michael W. Toennis Memorial Scholarship Ryan M. Buss, North Dakota 11

$625 Delta Tau Scholarship Michael B. Huseby, California, Los Angeles 13

$600 Stephen D. Bechtel, Jr. Oxford Cup Scholarship Carlos C. Monroy, Northeastern 14

$500 Hugh E. Stephenson, Jr. Oxford Cup Scholarship David M. Greis, Kentucky 14

$500 H. H. Stephenson, Jr. Oxford Cup Scholarship Stetson T. Thacker, Denison 14

$350 Adam S. Burford Memorial Scholarship Victor E. Greco, West Virginia 13

Enrichment$1,150 George L. and June L. Herpel Memorial Scholarship David C. Free, Toronto 88 Joshua S. Nicholas, Eastern Kentucky 11 Nicholas H. Sexton, Eastern Kentucky 11 Murphy W. Turner, Mississippi 11

$1,150 Seth R. and Corinne H. Brooks Memorial Scholarship Samantha C. Adams, daughter of Cedric Adams III, Miami 81 Elizabeth C. Hart, daughter of John C. Hart, Miami 81

$1,100 E. William Palmer Memorial Scholarship Joshua B. VanLaecken, South Dakota 12

$1,100 Oscar Chapman Memorial Scholarship David Tykvart, DePauw 13

$1,100 William C. Scheetz Memorial Scholarship Austin C. Remington, Pennsylvania 14 Jonathan E. Rosenbaum, Pennsylvania 14

$1,075 John A. Hill Memorial Scholarship Spencer S. Hebert, Denver 14

$1,025 Col. John R. Simpson Memorial Scholarship Carl J. Aschinger IV, Miami 13 Nicholas J. Bastoni, SMU 12 Matthew A. Crimmins, Northeastern 12 Myles P. Donnelly, Westminster 14 Nicholas R. Gummo, Penn State 13 Evan Holladay, Louisville 13 Matthew J. Poon, Northeastern 12

$1,000 Burton L. Gerber Scholarship Mitchell R. Garrett, Saint Louis 13

$1,000 Carl A. Kroch Oxford Cup Memorial Scholarship Jakob A. Reed, Kettering B 13

$1,000 L. Robert Clough Memorial Scholarship Matthew J. Gerlach, South Dakota 15

$950 James P. Kirkgasser Memorial Scholarship Akhil S. Patel, Cornell 14

$925 Ronald, Randall and Roger Helman Scholarship Christopher Shu, Michigan 14

$850 Thomas D. and Karen H. Cassady Scholarship Corey P. Horan, Cincinnati 14


16

JOHN REILY KNOX CLUB The Premier Annual Giving Club of the Beta Leadership Fund

Mark K. Reeves 90 Thomas W. Rollins 53 Marshall L. Silver 64 Columbia Martin I. Lewison 88 Stephen M. Struna 81Davidson Seddon Goode, Jr. 54Denison Edward B. Appelquest 43 Herschel H. Bowyer 51 Harris D. Willis 44 DePauw Steven L. Trulaske 79 Eastern Kentucky David C. Brown 93 L. Martin Cobb 96 Michael E. Hay 94Eastern Washington Russell G. Knight 07Emory John H. Stebbins 92Florida Stephen B. Becker 69 Bradley J. Fortune 92 Keith T. Koenig 73 David J. Leppert 77 Matthew S. Paynter 00 Michael J. Thompson 90 John I. Williams, Jr. 79 Michael H. Williams 75 Georgia Tech Richard T. Iannacone 62 Lynn C. Maddox 64 John E. McDaniel, Jr. 42GMI-EMI Louis A. Corsiglia 67Idaho James W. Asaph, MD 58 Clifton C. Bowyer 84 John A. Bush 84 Larry B. Grimes 62 Frederick J. Hahn III 86 Michael R. Hamby 85 Ralph M. Hartwell 54 Je rey S. Johnson 87 Howard A. Kelly 66 Michael J. Killien 60 William M. Lodge 53

M. Neal Newhouse 59 James C. Okeson 62 Lawrence C. Parberry 61 Wellington C. Pierce, Jr. 53 John D. Remsberg III 63 Thomas L. Reveley 59 Frank A. Shrontz 53 Ronald L. Siple 55 D. John Thornton 69Illinois James D. Fitzpatrick 49 Gant Redmon 59 Indiana Fredrick J. Logan, Jr. 74 Charles O. McCormick III 72 Charles T. Richardson 69Iowa State Michael J. Dubes 66 Judson A. Horras 97 Ronald G. Sande 64 Robert A. Wiley 87Kansas Larry D. Horner 56Kansas State Christopher G. Altho 00 H. Duane Babcock 48 Randall D. Groves 78 John D. Keith 86 Bill L. Nicholson 60 P. Thomas Purinton 63 Je rey S. Rundle 03 Warren R. Staley 65Kenyon William E. Lowry, Jr. 56Lawrence Robert J. Schaupp 51 Bruce J. Wenger 89 Maryland Mark F. Slaney 92 Miami John D. Backe 54 J. Benjamin Beshear 01 Jonathan J. Brant 75 Craig L. Cimoroni 92 John R. Deyo 69 Richard H. Frische 54 John M. Groom 58 Zachary T. Haines 05 James W. Haywood 74 Ronald P. Helman 55

Thomas W. Hook 81 Harry B. Kuder 55 James R. McClanahan 60 Je rey N. Newton 77 Mitchell P. Rales 78 Joseph J. Rosing 06 Douglas S. Wagner, MD 78Michigan Burlin H. Ackles, Jr. 34 John C. Bishop, VII 97 Donald G. DiPaolo, PH. D 78 J. Bruce Douglas 65 William W. Huber 94 George W. Trowbridge 56Michigan State Burton L. Gerber 55Minnesota Gordon L. Abel 97 Scott J. Allen 95 Charles G. Cunningham 49 Travis M. Fischer 05 Michael D. Kokkinen 00Mississippi Marshall E. Hollis 14Missouri Charles E. Brown 61 Harry M. Cornell, Jr. 50 Harold S. Hook 53 Henry A. Plain, Jr. 80 Henry W. Robertson, Jr. 51 David R. Spence 80MIT Norman C. Bedford 38 Kendall R. Bryan 88 Michael G. Feinstein 82Nebraska Dennis D. Bloom 70 Rick W. Fuchs 03 Jeremy S. Johnson 99 Andrew S. Mattox 00Nevada, Las Vegas J. William Romero, Jr. 95North Carolina Stephen M. Cumbie 70Ohio David M. Briggs 62 Richard H. Brown 65 Michael P. Kress 65Ohio State David L. Brennan 53

The John Reily Knox Club honors our most loyal Beta and Friend of Beta donors who provide annual gifts of $1,500 or more. All members of the John Reily Knox Club are invited to a special recognition dinner at the Beta Convention annually.

H. Kent Mergler 63 Don H. Mills, MD 50 Jeremy N. Rogers 00 Steven A. Wilson 66 Wayne B. Woodward 54Colgate Bruce S. Fein 84Colorado Stephen D. Bechtel 46 Donald F. Gardner 51 Colorado Mines Daniel G. Anderson 85 Marshall C. Crouch III 67 Charles M. Flournoy 81 John G. Green, Jr. 90 Douglas P. Hildenbrandt 58 Van D. Howbert II 51 Mark J. Lovato 94 Richard H. Mandel, Jr. 53 Joel Mascitelli 68

Ball State Randall E. Pond 77 Bethany Robert D. Mackenzie 77 Vincent E. Mikolay 00British Columbia Ronald W. Tysoe 78 Case James W. Kewley 66 Frank N. Linsalata 63 Case Western Reserve Kalman J. Pipo 86Centre Jerry M. Blesch 60Cincinnati Elroy E. Bourgraf 54 Thomas D. Cassady 76 Daniel F. Danzl, MD 72 Daniel H. Farmer 75 John B. Goering 56 Thomas E. Homan 76

The Beta Foundation is pleased to recognize the alumni and Friends of Beta who made the

commitment of $1,500 or more to join the

John Reily Knox Club.

17

Oklahoma Thomas H. McCasland, Jr. 56 Don A. Smith 58Oklahoma State Joe L. Greenhaw 83Oregon Malcolm E. Amondsen 56 Morris A. Arntson 59 Arthur C. Carmichael, Jr. 62Oregon State Jack R. Borsting 51Penn State Charles E. Fegley III 57Pennsylvania Je rey Lieberman 96 George C. Matteson, Jr 50Puget Sound Donald L. Curtis, Jr. 90Purdue Paul S. Petticrew, Sr. 76Rutgers George D. Fosdick 63 Kenneth J. Grispin 70Sewanee W. Brown Patterson, Jr. 52SMU Charles L. Cabe 65 Je rey P. Greiner 80 David W. Light III 65 South Dakota Jerry R. Morrissey 57 Stephen J. Wethor 88South Florida David E. Schmidt 92Southern California Douglas G. Simpson 79Southern Illinois Ryan E. King 01Stevens John J. Lipinski 72Syracuse Robert F. Hanley, Jr. 83Texas Mac N. Churchill 72 Page S. Foshee 77Texas Tech R. Dean Stalcup 71Truman State Marc T. Tower 05

Utah Kyle C. Andersen 97 Todd Brashear 84 Sean W. Brophy 90 Harold M. Brown 84 Joseph T. Butler, Jr. 58 Je S. Cardon 80 Christopher M. Conabee 88 Ezekiel R. Dumke, Jr. 50 Spencer F. Eccles, Sr. 56 John H. Firmage, Jr. 55 John H. Firmage III 82 Mark C. Foote 84 Robert A. Fowler 53 David L. Gillette 59 Ronald E. Henriksen 71 C. Charles Hetzel 63 Wesley G. Howell, Jr. 60 Douglas R. Johnson 53 E. Marc Mariani 77 Greg McNeil 85 Matt McNeil 87 William R. Moreton 82 Michael P. Morris 81 Lon R. Richardson, Jr. 55 Kirk Y. Schneider 80 Lynn S. Scott 54 Jonathan P. Slager 82 Sherman A. Smith 36 James M. Steele 64 George L. Strike 51 Blake E. Strong 83 John E. Warnock 62 Saul Weissman 01 Gordon H. Yates 61 John N. Zarian 84Villanova Michael R. Okenquist 94Virginia Tech S. Wayne Kay 73 Daniel L. Westra 76Wabash James A. Carroll 65 Robert T. Grand 78 Thomas A. Hays 55 Thomas D. Milligan 57 James C. Snyder 82 Richard J Stephenson 63

Washington Peter J. Brix 58 Blake W. Nordstrom 82 Bruce A. Nordstrom 55West Virginia Charles K. Kane 52Westminster William G. Buckner 56 Edward E. Williams 82Whitman Lawrence B. Stone 77Wichita State James E. Driscoll 62 Willamette R. Ethan Braden 02 Douglas G. Houser 57Williams Jeremy S. Davis 56 Wittenberg Drew E. Kolb 70 Steven M. Thompson 71Yale William H. Greer, Jr. 51

200

170

180

160

150

140

130

190

FY06 FY07 FY08 FY09 FY10 FY11

JOHN REILY KNOX CLUB MEMBERS

175

162

135

150

190

142

FY12

242

230

210

220

250

240

A few years ago I wanted to become more involved as an advisor for the Columbia chapter,

but unfortunately I had a confl ict the weekend of the Northeast Keystone. I took a risk and fl ew to the North Central Keystone instead, even though

Columbia wouldnt be in attendance. Thankfully, the young men of the Beta Pi Chapter

from Minnesota adopted me for the weekend. The mutual aid and assistance and unsullied friendship

I received from them during Keystone was no doubt an enriching experience. Its these examples

of Betas Three Great Principles in action that motivate me (and my wife Cheryl) to join the

John Reily Knox Club each year. The Beta Leadership Fund is so important because it actualizes the Beta principles

as basic components for living life and for running a successful chapter. I know our leadership

programs are doing the trick, and I only wish I could do more to support them.

Martin Lewison, Columbia 88/Minnesota 91

Beta Organizations Alpha Upsilon House Corporation Beta of Richmond, Inc. Beta Theta Pi Foundation of CanadaFriends of Beta Anne A. Brown Kent & Pamela Burk CWB Foundation GE Foundation Jordan & Kathy Hankins Susan Kay Edward Kirklin Sue Kraft Fussell MacArthur Foundation John & Paula McCarvel Bernidene Merrill Nike, Inc. Pepsico Foundation Donna Spear University of Tennessee Stephen & Gwyneth Tigner

Enrichment

beta theta pi Annual Report 2012BETA LEADERSHIP FUND AND DONOR RECOGNITION

18

beta theta pi

The purpose of the Beta Leadership Fund is to provide the fi nancial resources that sta and

operate the Men of Principle initiative, the Fraternitys award-winning leadership programs, the educational Foundation and important alumni outreach activities.

Annual and Lifetime Giving SocietiesThe following list, in chapter order, refl ects all donations made to the Beta Foundation (BLF, chapter funds and named leadership/scholarship funds) from June 1, 2011 through May 31, 2012. Also included in this section are the Fraternitys Lifetime Giving Societies, which refl ect donors cumulative gifts for their lifetime. Consult the legend throughout the listing for symbols that depict the various annual and lifetime giving societies.

Annual BLF Donors FY09 FY10 FY11 FY12

Alumni 2,483 2,471 2,551 2,375Undergraduates 10 1,033 1,604 2,196 Parents and Friends of Beta 184 249 272 379

Total BLF Donors 2,677 3,723 4,427 4,950Total BLF Gifts Received $720,284 $863,389 $938,072 $1,006,468

EnrichmentYou are not here merely to make a living. You are here in order to enable the world to live more amply, with greater vision, with a fi ner spirit of hope and achievement. You are here to enrich the world! Woodrow Wilson, 28th President of the

United States

Annual BLF Donors FY09 FY10 FY11 FY12

19

BLF GIVING RESULTS BY CHAPTERTop 10 Chapters by Number of Donors 1. Miami .....................................................200 2. Auburn .................................................... 126 3. Central Florida ........................................119 4. Kansas State ...........................................118 5. SMU ........................ ...................... ... ........118 6. Cincinnati ................................................ 112 7. Wabash ...................................................102 8. Nebraska ...................................................92 9. Oklahoma......... ..... ..... .............................92 10. South Carolina ........................................ 90

Top 10 Chapters by Dollars Contributed 1. Miami .............................................$95,579 2. Oklahoma ..................................... $86,602 3. MIT..................................................$39,790 4. Missouri ........................................ $28,005 5. Kansas State .................................$26,438 6. Pennsylvania ..................................$21,483 7. Willamette .....................................$19,678 8. Indiana ..............................................$19,182 9. Cincinnati ........................................ $18,911 10. Nebraska ........................................ $16,345

As a member of the fraternity/sorority community and a former consultant for my own organization, Ive seen the best and worst of our industry. What Ive found unique about Beta Theta Pi is how the Fraternity empowers its

members to live the organizations principles closing the gap between our espoused and our enacted values. As a Friend of Beta, I believe so strongly in what the Fraternity is doing for its members, and I proudly give back through the BLF. Mandi Hulme

Why I GiveCreighton Recruitment Advisor Tony Clark and Chapter Counselor Mandi Hulme, Sigma Sigma Sigma

community and a former consultant for my own organization, Ive seen the best and worst of our industry. What Ive found unique about Beta Theta Pi is how the

Why I GiveAs a member of

Why I GiveAs a member of the fraternity/sorority

Why I Givethe fraternity/sorority

Why I GiveCreighton Recruitment Advisor Tony Clark and Chapter Counselor Mandi Hulme,

beta theta pi Annual Report 2012beta theta piBETA LEADERSHIP FUND AND DONOR RECOGNITION

20


21

SONS OF THE DRAGON CLUBUNDERGRADUATE BLF GIVING Top 15 Chapters by Total Number of Club Members 1. Auburn ......................................................111 2. SMU ...........................................................97 3. Central Florida .........................................79 4. Kentucky ...................................................69 5. Denver ..................................................... 50 6. San Diego ................................................ 50 7. Wabash .................................................... 50 8. South Carolina. ........................................49 9. Northeastern ...........................................45 10. Connecticut............................................. 44 11. Florida International ............................. 44 12. TCU ............................................................42 13. Southern California ................................39 14. Northeastern ...........................................35 15. Connecticut..............................................34

Top 15 Chapters by Percentage of Membership in the Club 1. Auburn ............................................... 100% 2. Carleton ............................................. 100% 3. Central Florida .................................. 100% 4. Colorado State ................................. 100% 5. Denver ................................................ 100% 6. Florida International ....................... 100% 7. Kentucky ............................................ 100% 8. Kettering A ........................................ 100% 9. Northeastern .................................... 100% 10. Nova Southeastern.......................... 100% 11. San Jose State .................................. 100% 12. SMU .................................................... 100% 13. Southern Illinois ............................... 100% 14. Wisconsin .......................................... 100% 15. Maryland ..........................................94.3%


22


24

70%

55%

60%

50%

45%

40%

35%

65%

FY07 FY08 FY09 FY10 FY11

Donor Retention Rates Beta Leadership Fund

60.9%

53.6%

58.8% 58.8%

42.4%

Percentage of BLF donors retained year-to-year

FY12

53.6%53.6%

58.8%58.8% 58.8%58.8%

42.4%

54.0%


25

Percentage of BLF donors retained year-to-year

Alumni

Friends of Beta

Undergraduates

1,600

1,400

1,200

1,000

800

600

400

200

0FY08 FY09

First-Time Donors Beta Leadership Fund

879174

8

111

185

261304

FY10

131

993

169

1,293

FY11

201

1,107

170

1,478

FY12

124

1,484

255

1,8631,800


26

27

Although Jim Tiger Ellis, Missouri 55, entered the Mystic Shrine on August 20, 2011, many Betas, Friends of Beta and family members continued his legacy this past year by making gifts to the Beta Leadership Fund

in his memory. Brother Ellis served on the Foundation Board of Directors from 2002-08 and was a long-time supporter of both the Beta Foundation and his Zeta Phi Chapter. The Beta Foundation is extremely grateful to the 95 Betas, Friends of Beta and family members who made BLF gifts totaling $15,570 in his memory. These memorial gifts are continuing the legacy of Brother Ellis who strongly believed in Betas mission of developing men of principle for a principled life.

If you would like suggested language to be used in your eventual obituary encouraging memorial gifts, or if you have questions on making an honorary/memorial gift, please contactDirector of Development Laura Lednik ([email protected] 800.800.BETA).


Although Jim Tiger Ellis, entered the Mystic Shrine on August 20, 2011, many Betas, Friends of Beta and family members continued his legacy this past year by making gifts to the

in his memory. Brother Ellis served on the Foundation Board of Directors

Memorial GivingHundreds of honorary and memorial gifts are made to the BLF each year online (www.betathetapi.org/gift) and through the mail, which is an excellent way to recognize a special Beta brother or Friend of Beta. The Beta Foundation informs the widow or other loved one when an honorary/memorial gift is made, and the fi nancial support is invested into the programs and services of the Men of Principle initiative.


28

29

Beta has enriched my life by introducing me to a number of wonderful individuals who share with me an appreciation of the fraternity experience and a love and

admiration for Beta Theta Pi. My husband, Brad, did not join a fraternity as an undergraduate,

but became involved when the Gamma Kappa Chapter at North Dakota needed a risk management

advisor. As a result of making the Fraternity part of our lives, Beta has also enriched my relationship

with my husband. He is a dedicated Beta alumnus, and I am a dedicated Friend of Beta and we

wouldnt have it any other way! Cassie Gerhardt, Friend of Beta

EnrichmentEnrichmentEnrichmentCassie Gerhardt with her husband Brad Parrish, North Dakota 05, and their sons Jack (front) and Alex (back).


30


31


32

33

www.betathetapi.org/giftWhy I GiveComing into college I was a student who didnt get involved and sat in the back of class disinterested. Beta Theta Pi at the University of Nebraska has totally

changed my life, and now I am really involved, my grades have improved and I am on the executive committee and making an impact on my chapter. Beta has taught me that if I live my values every day, I cant fail, which is why I gladly give back through the BLF. Jason Barker, Nebraska 14

Some Beta alumnus who I didnt know sponsored me to attend the Wooden Institute back in 2003. That experience helped me grow my leadership skills and made me more comfortable standing

fi rm on Betas worthy values and principles. In turn, my wife and I give back to the Beta Leadership Fund to ensure we do our part for those who follow after us. Greg Muck, Saint Louis 06

Why I GiveComing into college I was a student who didnt get involved and sat in the back of class disinterested. Beta Theta Pi at the University of Nebraska has totally

changed my life, and now I am really involved, my grades

Some Beta alumnus who I didnt know sponsored me to attend the InstituteThat experience helped me grow my leadership skills and made me more

Your gift to the Beta Theta Pi Foundation is deductible to the fullest extent allowed by law. The Foundation is a 501(c)(3) charitable organization.

(L-R) Andy Muck, Kansas State 04, Steven Muck, Kansas State 74 and Greg Muck, Saint Louis 06


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My life is enriched by the strong bonds of friendship and brotherhood Ive shared for

20+ years with the men of the Beta Upsilon Chapter at MIT. Many MIT Betas meet for an annual euchre tournament in New Orleans, and last year nearly 30

Betas attended, spanning 10 di erent graduating years. Experiences like this enrich my life because they

give me the opportunity to reconnect with my pledge class and build new bonds of brotherhood

with other MIT Betas from over the years. Mike McGovern, MIT 89

EnrichmentEnrichmentEnrichmentBrothers of the Beta Upsilon Chapter at MIT gathered for a reunion in New Orleans. Left to right: Rick Lattanzio 87, Mike McGovern 89, Ben Silverman 88, Mike Rechtin 89, Dave Kramer 88, Erik Abernathy 93, John Springsteen 91, Bob Ramstad 90, Alan Laves 82, Dan Frankel 89, Ken Bryan 88, Scott Stull 88, Jim Cureton 89, Robert Mentle 88, Bob Struble 85 and Kee Wee 89.


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Beta Theta Pi has truly enriched my life through the relationships formed with the men of the Beta Kappa Chapter at Ohio University. There isnt a week that goes by that I dont hear from or reach out to one of my Beta brothers. Early after

graduation, we organized our inaugural golf tournament which consistently had 20-25 golfers

each year. In 2012 we celebrated our 35th year for the tournament. Supporting the

Beta Leadership Fund each year is my way of ensuring we develop the leaders of

tomorrow who will foster more of what Ive been fortunate to receive from Beta Theta Pi

friendships that last a lifetime. Rick Sabol, Ohio 77

EnrichmentEnrichmentEnrichmentBrothers and friends of the Beta Kappa Chapter at Ohio University in Scotland. From left to right: Rick Barry, Rick Sabol 77, Bob Riddick, Mark Gri th 78, Bruce Johnson 78, Kent Houser 77, Bob Castle 77, Dave Cappellari 77, Dave Marshall 77, Mark Civin 77, Penn Kurtz 77 and Craig Witte 77.


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Our class of 1969 from the GMI (Kettering University) has been meeting at various locations throughout

North America every year since 1976. Weve been from Cape Cod to Carmel, from Houston to Mackinac Island, and weve even made an

international trip to Toronto. We have built bonds of friendship and brotherhood that began during our

pledging process and continue to this day, and its been a joy seeing our Beta Sweethearts bond as a part of our annual reunions. Thank you Beta Theta Pi for

enriching our lives on so many levels! Ron Meegan, GMI-EMI 69

EnrichmentEnrichmentEnrichmentBrothers and Beta Sweethearts of the Delta Eta Chapter at GMI-EMI vacationing in Philadelphia. From left to right: Diane Steinmann, Mary deBuhr, Gary Crosby 69, Karl Steinmann 69, Sandy Crosby, Phil deBuhr 69, Rich Kuhn 69, Mike Hetrick 69, Ron Meegan 69, Theresa Meegan, Jim Valicevic 69, Judy Valicevic, Sandy Hetrick and Tina Kuhn.


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Our family immigrated to the United States 25 years ago from a troubled, apartheid South Africa,

and my son Brad and his brother grew up without having the support of an extended family. Thankfully,

Beta Theta Pi fi lled that gap when Brad found the men of the Alpha Phi Chapter at Virginia Tech. His

experience in the chapter and Betas leadership programs have given him numerous opportunities to grow. The Fraternity has become the extended family

of men that my son can look up to for support and guidance, and I am forever thankful that Beta Theta Pi

has given my son what we could not. Although this was our fi rst year giving to the Beta Leadership Fund, it defi nitely

wont be our last! Lynne de Wet, Mother of

Bradley de Wet, Virginia Tech 11

EnrichmentEnrichmentEnrichmentThe de Wet family. Left to right: Lynne, Brendan, Bradley and Bruce.


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Have You Secured One of the Remaining Bricks in the Beta Walkway?In anticipation of Beta Theta Pis 175th anniversary celebration in Oxford, Ohio, on August 6-9, 2014, the Beta

Walkway was recently redesigned and expanded. Now continuing down the front lawn of the Administrative O ce and across the bridge spanning Chautauqua Ponds, the Beta Walkway is one of the most cherished icons of the Fraternity. Thousands of Betas and friends have visited the Administrative O ce grounds in search of their brick and chapter section, and any Beta, Friend of Beta or family member can secure his/her place in history with a gift of $250 or more to the Beta Leadership Fund.


Have You Secured One of the Remaining Bricks in the Beta Walkway?In anticipation of Beta Theta Pis 175Ohio, on August 6-9, 2014, the Beta

Walkway was recently redesigned and expanded. Now continuing down

Beta WalkwayThe remaining bricks are sure to go fast leading up to the 175th General Convention, so dont delay! If you have already purchased a brick, consider giving a brick as a gift to your pledge brother or another special Beta. To purchase your brick online or to read more about the Beta Walkway, visit www.betathetapi.org/brick.


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Methods $ %Direct Mail $356,357 35.4%

Online $244,209 24.3%

Board Member Gifts $182,294 18.1%

Personal Asks by Sta $63,229 6.3%

Other $42,316 4.2%

Bequests $34,587 3.4%

Matching Gift Companies $21,935 2.2%

Magazine Envelope $21,280 2.1%

Beta Sta Member Gifts $15,603 1.6%

IRA/Stock Gifts $10,652 1.1%

Gifts at Beta Events $10,652 1.0%

Insurance Premiums $3,494 0.3%

FY12 BLF GIFT METHODS Methods $ %Direct Mail $356,357 35.4%

Online $244,209 24.3%

Board Member Gifts $182,294 18.1%

Personal Asks by Sta $63,229 6.3%

Other $42,316 4.2%

Bequests $34,587 3.4%

Matching Gift Companies $21,935 2.2%

Magazine Envelope $21,280 2.1%

Beta Sta Member Gifts $15,603 1.6%

IRA/Stock Gifts $10,652 1.1%

Gifts at Beta Events $10,652 1.0%

Insurance Premiums $3,494 0.3%

FY12 BLF GIFT METHODS Methods $ %Direct Mail $356,357 35.4%


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SONS OF THE DRAGON CLUB

2012 Sons of the Dragon Club Giving CouncilLeft to right: Andrew Broenen, Cornell 13, Zach Burklund, Truman State 13, Toby Fish, Oregon 14, Matthew Dempsey, Connecticut 13, Jimmy Kirkpatrick, DePauw 13, Mark Hawk, Dayton 14, Ben Ramalanjaona, Columbia 13, Chase Colvin, Oklahoma State 14, Kevin Tornes, Colorado Mines 13, Dan Marnich, North Dakota 13, Austin Marple, TCU 14, Colin OBrien, George Washington 14. Not pictured: Eric Bunner, Ohio State 13, Matt Ho ner, Virginia Tech 12, Stewart Holder, Alabama 13, Jorge Horcasitas, Kettering B 14, Marty Ignacio, California, Irvine 13, Trevor Kellogg, Washington 14, Cody Kosycarz, California, Los Angeles 12 and Ethan McMahon, Florida 13.

The Sons of the Dragon Club is the Beta Foundation's annual giving club designed specifi cally for Beta undergraduates. The purpose of the Sons of the Dragon Club is to educate undergraduates on the purpose, goals and activity of the Beta Foundation, and to start undergraduates on their path of annual giving to the Beta Leadership Fund.

Alabama 4 3.3% 43 1Arizona 5 4.6% 10 8Auburn 111 100% 2 0Bethany 4 19.0% 3 1British Columbia 8 11.1% 4 2Cal Poly 21 44.7% 16 6California, Berkeley 7 18.9% 4 1California, Irvine 11 22.4% 12 3California, Los Angeles 13 15.7% 12 9California, Santa Barbara 18 23.7% 6 10Carleton 15 100% 17 17Carnegie Mellon 3 2.7% 40 6Case Western Reserve 15 33.3% 17 13Central Florida 79 100% 40 35Central Michigan 31 51.7% 32 14Centre 11 68.8% 0 n/aChapman 22 42.3% n/a n/aCincinnati 26 44.1% 30 13Clemson 8 8.9% 9 0Colgate 1 1.5% 0 0Colorado Mines 12 24.0% 14 16Colorado State 8 100% 6 9Columbia 4 11.8% 0 3Connecticut 44 69.8% 33 21Cornell 30 53.6% 20 8Creighton 24 80.0% n/a n/aDayton 25 50.0% 16 18Denison 16 26.7% 13 19Denver 50 100% 8 n/aDePauw 21 21.2% 4 0East Carolina 20 74.1% 5 2Eastern Illinois 4 17.4% 12 13Eastern Kentucky 12 26.1% 42 18Eastern Washington 13 37.1% 6 6Emory 2 2.1% 5 3Florida 6 3.7% 3 1Florida International 44 100% 41 21Furman 19 61.3% 9 15George Washington 31 38.8% 18 7Georgia 1 0.8% 1 2Georgia Tech 1 1.3% 2 1Hampden-Sydney 4 8.7% 3 0Hanover 1 10.0% 4 n/a

2012 Sons of the Dragon Club Giving CouncilLeft to right: Andrew Broenen, Cornell 13, Zach Burklund, Truman State 13, Toby Fish, Oregon 14, Matthew Dempsey, Connecticut 13, Jimmy Kirkpatrick, DePauw 13, Mark Hawk,

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. . . for THE KAI

LEAVE YOUR MARK . . .

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www.betathetapi.org/giftWhy I GiveIdaho 9 10.0% 11 8Indiana 24 16.4% 1 1Iowa 4 9.8% 6 9Iowa State 28 82.4% 10 11John Carroll 22 50.0% 18 26Johns Hopkins 17 27.0% 11 6Kansas 1 1.2% 1 0Kansas State 9 9.3% 7 2Kentucky 69 100% 47 n/aKenyon 2 6.5% 0 0Kettering A 16 100% 17 13Kettering B 24 88.9% 13 19Knox 7 15.2% 11 7Lawrence 6 13.6% 9 8Louisville 12 23.1% 10 3Loyola Marymount 17 21.8% 12 10Maine 9 15.8% 26 5Maryland 33 94.3% 33 5Miami 4 3.3% 4 18Miami (Fla.) 23 23.5% 2 3Michigan 20 44.4% 28 n/aMichigan State 17 38.6% n/a n/aMinnesota 32 58.2% 30 13Mississippi 28 50.9% 35 2Missouri 5 3.2% 2 8Missouri-Kansas City 15 23.4% 17 8Nebraska 19 18.4% 6 3North Carolina 1 1.4% 5 0North Dakota 5 22.7% 5 6Northeastern 45 100% 50 45Northwestern 4 5.1% 3 1Nova Southeastern 26 100% 5 6Ohio State 11 18.3% 16 6Oklahoma 7 4.1% 11 10Oklahoma State 19 16.2% 3 4Oregon 13 23.6% 3 3Pacifi c 18 46.2% n/a n/aPenn State 14 16.7% 26 19Pennsylvania 1 1.4% 4 1Purdue 4 3.3% 6 9Saint Louis 35 41.7% 7 5San Diego 50 56.2% 65 45San Jose State 28 100% 29 13

Sewanee 1 2.1% 7 6SMU 97 100% 12 11South Carolina 49 56.3% 15 17South Dakota 15 38.5% 16 5Southern California 39 39.0% 12 3Southern Illinois 29 100% 28 14St. Lawrence 11 27.5% 3 6Stevens 5 10.6% 8 3Tennessee 10 40.0% 5 1Texas A&M 5 5.7% 11 0Texas A&M-CC 8 21.6% 14 5Texas at Arlington 8 40.0% 13 11TCU 42 45.7% n/a n/aToronto 10 32.3% 9 0Truman State 34 41.5% 40 38Utah 16 34.0% n/a n/aVanderbilt 7 8.4% 0 0Villanova 7 9.9% 7 1Virginia 17 20.7% 21 67Virginia Tech 6 8.3% 22 8Wabash 50 78.1% 14 1Washington 4 3.7% 4 1Washington & Je erson 8 16.0% 8 3Washington and Lee 1 1.7% 1 0Washington in St. Louis 20 18.3% 20 15Washington State 7 13.0% 8 8Wesleyan 0 0.0% 2 1West Virginia 9 14.5% 2 1Westminster 12 22.6% 13 0Whitman 2 3.5% 0 1Wichita State 27 49.1% 7 9William & Mary 6 8.5% 49 55Wisconsin 20 100% 9 6Wisconsin-Oshkosh 23 74.2% 15 8Wittenberg 7 17.1% 6 5

Grand Totals 2,170* 27.6% 1,604 1,033

*Although 2,170 undergraduates joined the 2012 Sons of the Dragon Club

with a gift of $18.39 or more to the BLF, a total of 2,196 undergraduates

made contributions to the BLF in fi scal year 2012 (some undergraduates

made BLF gifts less than the $18.39 milestone required to join the SOTDC.)

My decision to join the Sons of the Dragon Club and serve on this years Giving Council was motivated by the personal and professional development I experienced through

the programs supported by the Beta Leadership Fund. Ive gained the knowledge and understanding that the Fraternity is a family that will always be there for you, always support you, and above all, always love you. Toby Fish, Oregon 14

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2,000

1,500

1,000

500

2010 2011 2012

SONS OF THE DRAGON CLUB RESULTS2,170 Members

$43,374

2,500

1,604 Members$31,118

1,033 Members$22,298

0

Want to Challenge Undergraduates from Your Chapter/Colony to Improve their SOTDC Results? Make a BLF challenge gift! Contact Director of Advancement Ryan King, Southern Illinois 01, by phone 800.800.BETA or email [email protected] to discuss the details.

Why I GiveWhy I GiveMy decision to join

Why I Givethe

Why I Givethe

Why I GiveClubyears Giving Council was motivated by the personal and professional development I (L-R) Toby Fish, Oregon 14, Michael Kamradt, Washington State 14 and Nick Gummo,

Penn State 13


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Tom & Becky AbbottConnie & Mack AdamsPaul & Susan AdamsFrank M. Aldridge IIILorraine C. AllemanVictor & Connie Altho AltriaWilliam & Kristine AmonMarcia AmstutzPaul AndersonCraig & Claire AngellAon FoundationApache CorporationAnne ArseneauATKSteven & Rebecca AulBruce & Elizabeth BackusJoan J. BakeBill & Donna BalcerMr. & Mrs. William Balderson IVThe Bank of TexasMr. & Mrs. Bradford BarnesBill M. BarnettKenneth & Kelly BeahrsSaundra K. BeatyThomas BeeksRobert & Debbie BegertJack A. BellKaren BenAryCathy BilloniRobert & Catherine Bisho Bryce & Kathi Blair

The Beta Theta Pi Foundation is encouraged by the parents, family members, Friends of Beta and corporations who play an important role supporting our undergraduate members. Thanks to the leadership of Honorary Friend of Beta Chair Eli Ker and Honorary Parent Chairs Tim and Melanie Breedlove, a total of $101,058 was contributed to the Beta Leadership Fund from 379 donors in fi scal year 2012. We are honored to recognize all Friend of Beta donors who help make our high-quality leadership programs possible.

Jimmy Block & Patricia DunningBodoin, Agnew, Greene & Maxwell, PCKent & Judie BoellingIlie BoraStanley BouldJean BourgeoisCharles & Tracy BradyDoris P. BranchTim & Melanie BreedloveBrian BreittholzPaul & Connie BrennanChristine BretzBristol-Myers SquibbMark & Nancy BroderAnne A. BrownThomas & Jill BrownAlvin & Yolanda BrownBetty & Richard BrownAmanda E. BrownSue BrownleeAmy BuchDennis BuckJohn & May BumpusKent & Pamela BurkJoni BurkeThomas BurtonJack & Mary BushMr. & Mrs. O.J. ButtsKaren B. CaseyMichelle CastroLucy CathcartCommunity Foundation of Central IllinoisChandrashekar ChallaJames & Jennifer ChangRichard & Merry Fu ChengDavid ChoJohn & Susan ChristensenTerry & Sarah ChungAndrew & Jennifer ClydeConstance CochranRonald CoddRickey Cohen & Carolyn CoxLarry CohenColonial Country ClubLeslie Colston

Carolin & Vernon HopkinsDennis HoranTina HorvathKaty & Don HousemanDavid & Priscilla Hu manCraig & Lane HugginsByron HughesKathleen Hughes & FamilyDiane K. HughesMandi HulmeJames & Teri HunterMichael & Lisa Igno oMark InmanBrad IvesCharles E. IzlarElizabeth IrizarryJack Henry & Associates, Inc.Tom & Sharon JacksonRoger JaklinDavid JapsWilliam D. JenkinsChristopher JensenJeanne R. JohnsonMr. & Mrs. William R. JohnsonJohnson ControlsEmily JohnstonRonald JordanDavid & Vickie JoyceJP Morgan Chase FoundationAnn Frances & Cli JuryKapp & Miller, PCKeith KarnesSusan KayDon & Suzanne KehlenbeckJack & Darlene KelleyEli KerKey FoundationKimberly-Clark Foundation Inc.John KincaidMr. & Mrs. Frank A. KingJe KingEdward KirklinTim & Barbara KlitchMark KoepsellJoan KonstadSue Kraft FussellJoshua KuhlmanJohn & Carol LaageJayne Landers

FRIENDS OF BETA AND PARENT DONORS

Dr. & Mrs. Matthew CoonsTessa & Todd CorbettCotten Schmidt & Abbott, LLPSusan CramBill & Linda CustardJay & Betsy Cutcli eCWB FoundationSteve DabbsChandra Da erTeresa DaszynskiBarbara DavisLynne de WetKathleen Lis DeanMary & Fred DeatonDee Brown, Inc.Ellen DevineDr. & Mrs. O.E. DickinsonNelson DiepJe rey A. Dritley & Sandra V. NaftzgerDST Systems Inc.Tom DureinAshley DyeCrystal EcheverriaGary & Toby EhrlichGerald & Melissa ElliottAnne EmmerthAlan & Randy EngstromHenry EshomPatricia FechterStephen & Joan FerrariJohn & Theresa FeusiMark B. & Louesa Runge FineFirst Command Financial ServicesFord Motor CompanyJoan & Jack FosterMichael FoxJohn FranklinWilliam FreemanPatricia A. FriedmannFriends FoundationLeigh FryeJames C. FullerGaedeke GroupDelores & Colin GardnerJulia M. Garleb

Paul & Holly GarrettPhilip & Katherine GaudetMary GauvinGE FoundationTom & Ann GeisertCassie GerhardtJoseph & Teresa GierRomuald & Maria GlodzJason P. GomezRene Samuel GonzalezMark & Barbara GordonMichael GramerDominic GreeneIval GregoryBill & Kay GribbleDonald Gri thDaniel GrzesikMaricio & Kimberly GuerreroHelen A. GulbrandsenKevin & Susan HaagJerry & Pat HallSara & Robert HallamCarolyn HamiltonJordan & Kathy HankinsPeter R. HanlonPhilip & Rosemary HarcourtKevin HarrellAllyson HartleyMarie R. HeedDuane & Sharon HeilbronnLarry Heinis & Judith IlseJono & Jenny HelmerichCal & Pam HengstMike & Marcy HenryJoshua R. HeurungHewlett-Packard CompanyStephen HeymanAJ & Brenda HiersDaniel HiestandWilliam Hill & Joyce CurriePeggy S. HillScott B. Hinckley FamilyRichard & Mary Joy HintonEd Holden & Mary Kay FinleyJe & Debbie HollenbachTimothy & Sandra HolmstromJane HoltzclawVladimir & Viera Holy

$100,000

$80,000

$60,000

$40,000

FY09 FY10 FY11

BLF CONTRIBUTIONS FROM ALL FRIENDS OF BETA

$75,502(272 donors)

$120,000

$64,363(249 donors)

$45,034(184 donors)

FY12

$20,000

$0

$75,502(272 donors)

$101,058(379 donors)

The mind enriches by receiving, the heart enriches by giving. Victor Hugo, French Poet and Novelist

EnrichmentThe mind enriches by receiving, the EnrichmentThe mind enriches by receiving, the heart enriches by giving.

Enrichmentheart enriches by giving.

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Mary H. MeechGerald C. MeehanMerit Medical Systems, Inc.Bernidene MerrillRichard MettsBecky & Steve MeyerMicrosoft Matching GiftsStephen & Elizabeth ModoryJames F. MoonLeni MooreJennifer MoresMorgan StanleyMorton Family FoundationPaula & Jon MosleThomas MuellerDavid & Karen MulletMichael MuncieMurphy, Mahon, Ke er & Farrier, LLPStephen NagleDarcey NanceCharles NewmanChristal NewtonJerrell NewtonJerry & Ti any NiblettGregg & Elaine NielsonNikeJenna NoahNorthwestern Mutual FoundationJames OberholtzerRobert OhlsenMark & Maria OlsenKelly C. OpipariPeter & Julie PaganussiBruce & Kathy ParadiseWilliam & Karen PardoeBess W. ParisChris & Joan ParksRenee PattersonJane Rogers Pattie & Terri RogersCarroll H. Payne IIEugene & Joanne PeacePepsico FoundationNathan PetersMichael & Annette PetrielloMary PhillipsMr. & Mrs. Peter L. Philpott

Pi Kappa Phi FraternityDarren PierreDaniel & Patricia PipitoneJasmine PizanaJustin D. PohlManuel PolancoPrediant GroupAnne PsencikQuad GraphicsShelby Ralston BruguiereKaren RandelMr. & Mrs. Jack Rattikin, Jr.Pamela RhoadsVickie RichardsLeslie RichmandGregory & Nina RichterDr. Robert & Susan RifkinJean & John RoachScott & Sharon RobertsJenny & Brett RobertsonMelissa RoccoJohn & Bridgette RodgersNelson & Maria RodriguezRose Hills FoundationBeatrice RosierSusan Brannian RussellAlan & Susan RutnerLou SaboSusie SadlerSafeway, Inc.Steven & Angela SallLisa SarberMichael SchmidtThomas SchmittgensAmy SchwabScripps Howard FoundationAllison SegalLindsay SellZoe S. ShadePerdita L. SheirichShell Oil CompanyAnthony & Lisa ShelleyLyle & Lisa ShenkSarah M. ShepherdDiane & Warren ShipmanGreg & Cinda ShumakerSusanne ShutzDon & Ginny SillersMichael & Susan Silverman

Barbara J. SimmonsDoug & Lesley SimsLinda & Ellis SkinnerLindi SmedbergNancy & Marc B. Smith, Jr.Darryl & Sharon Smith & FamilyTim & Robin SniderAmy SnydermanSam & Cheryl SobhKerry SollerWilliam & Barbara SouthwoodMr. & Mrs. Ben H. SparkmanDonna SpearDan & Joan StansburyCharles & Hilah SteenrodStephens Anderson & Cummings LLPStifel Bank & TrustMichael & Jennifer StillabowerRobert & Mary StlukaTodd C. SullivanJon & Tamara SundvoldSycamore Valley Golf RangeMark TallichetCamille Tallichet SnowdenPaul TanicoJim & Gwen TartJohn G. TaylorMr. & Mrs. John R. Taylor, Jr.University of TennesseeThermo Fisher Scientifi cJan ThietjeAnn & Bill ThurmanRobert TignerStephen & Gwyneth TignerLaurie, Roy & Sarah TophamKathleen TracyPaul TroyerJohn TurnageUnited Way of Metro ChicagoUnited Way of Tampa BayMegan VadnaisLois Valerio

John & Dana VanderWoodMaria VecchiottiLinda & Richard Vi

foundation annual report - 2012

Documents

annual reportbeta theta

beta foundation

beta theta pis values

annual funding

educational foundation

scholar2012 annual reportjune

educational programs

men of principle initiative