2. B
uilding a Lasting Legacy
The Arch of Constantine was erected to commemorate
Constantine I’s victory over Maxentius at the Battle of
Milvian Bridge. Standing since 316 AD, the Arch of
Constantine continues to endure.
Sigma Chi’s Founders admired the courage of
Emperor Constantine, a man who demonstrated
remarkable commitment to an ideal. Grounded in
similarly timeless values, Sigma Chi continues to
deliver values-based leaders.
The Sigma Chi Foundation undergirds our Fraternity
by funding world-class leadership training and
scholarship support. By expanding our reach,
strengthening our investment in scholarship and
leadership, and maintaining an exemplary business
operation, your Sigma Chi Foundation is also building
a lasting legacy.
3. C h a i r m a n ’ s M e ssa g e
Expanding Our Efforts
Brothers,
I want to extend the Foundation’s appreciation to all of our contributors for your in-person cultivation through the deployment of regional giving officers and creating
generosity and support. The Sigma Chi Foundation’s primary goal is to provide a pathway for a donor to directly support his chapter through the Thomas Cowan
financial support to the Fraternity as they develop and administer important and Bell Chapter Challenge.
meaningful character and leadership training programs and to provide the best
scholarship program in the Greek world. The Board of Governors of the Foundation
is comprised of men who appreciate and understand the importance of our young
Like the architects of the Arch of Constantine,
brothers being exposed to the principles of our founding brothers and to learning we are working hard to build a lasting legacy. We
lessons that will propel them to achieve great things in their lives.
hope that you will continue your support and will
Over the past year the Foundation has embarked on a new five-year strategic
plan. One of our most important goals in this plan is to significantly expand our
encourage other brothers to pledge their support
donor base. In past years our contributor base has been at a very steady two to to the many worthy programs and funds that
three percent of alumni. We believe we can expand this by communicating more
effectively and by offering a wider variety of contribution alternatives. Our goal is to Sigma Chi Fraternity and Foundation are proud to
enlarge the contribution margin to ten percent of alumni. Hopefully, we can reach
this target within the scope of the plan’s five-year time horizon. Most importantly,
sponsor. Thanks, again.
we intend to assist the Fraternity in their efforts to bring the concepts of friendship,
justice, and learning to a wider audience.
One of the most important things the Foundation has accomplished in the past year In hoc,
is to develop numerous avenues of giving for our alumni base. A good example of
2012 Annual Report · 1
this was the establishment of the Sigma Chi Military Veteran Scholarship Fund. We
have also implemented a first-ever giving society for undergraduates to cultivate a
giving relationship from initiation throughout life. We are actively expanding our
Timothy A. Michael, Ohio State 1970
Chairman, Sigma Chi Foundation
4. C E O ’ s M e ssa g e Our Strategic Plan • Efficient and effective
communications with an eye toward
In 2006 we began implementation
chapter-specific support
of a strategic plan that was focused
• ignificant expansion of our Annual
S
on building a sustainable, reliable
Fund effort to increase one-on-one
funding model for leadership
contacts with alumni, better inform
A Good Year
programs and scholarships and
all alumni of our work and progress,
expecting accountability from both
and establish a philanthropic
the performing organizations and
mindset among our brothers from
ourselves. This performance-based,
the point of initiation
closed-loop approach has been very
• Increased engagement in, and
successful, leading to:
value of, the Thomas Cowan Bell
• 400% increase in general
a Chapter Challenge program, which
leadership scholarships provides significant opportunities to
participating chapters
Brothers, thank you so much for supporting • 600% increase in endowment
a
• n average fundraising cost per
a • Expanded deferred giving options
your Sigma Chi Foundation in fiscal year dollar raised of $.27 such as the Charitable Gift Annuity
that benefit both the donor and
• igma Chi Foundation providing
S
2011-12. It was another very good year. seven times more program services the Foundation
• n engaged, supportive Board of
A
Thanks to your generosity, we were able to than the average Greek organization
(#1 for six consecutive years) Governors who continually seek
again expand scholarships and funding for •
Sigma Chi Foundation providing an opportunities to advocate on behalf
of the Foundation
average of $1M more per year than
our world-class leadership programs. And we the #2 fraternity foundation • ngoing outreach and engagement
O
opportunities for alumni
have done so with efficiency and excellence • incere expressions of appreciation
S
This year we began implementation
unsurpassed in the Greek world. In this report of the next generation strategic plan.
for those alumni who give
of themselves to mentor our
you will find some of the highlights. I hope The overarching goal is to significantly
increase our scholarship and
undergraduate brothers
that you will agree that we are serving as good leadership program funding through
We are enthused about the progress
expansion of our base of alumni
stewards, and that you will consider giving to support, sustainable revenue increase,
we have made thus far, and we look
forward to continued growth and
your Foundation again this year. and careful control of discretionary
expenses. Key aspects of our plan
expansion of benefits to our brothers.
include the following:
2 · Sigma Chi Foundation
• lignment between the Fraternity
A
and the Foundation in pursuit of
common aspirations
• ngoing increases in academic
O
scholarships and chapter-wide
GPA incentives
5. With this in mind, please consider highest true selves. We have made H i g h l i g h ts for
supporting our work. If you give to good progress, but there is much
your Foundation this year, you will: more to do.
F i scal Y e ar 2 0 1 1 – 1 2
• Enable multifaceted, highly effective I welcome the opportunity to discuss
leadership training programs that Strong performance against goals
any issues or concerns you may have.
seek to reach, challenge and I look forward to opportunities to speak • otal Commitments: $1.85M vs. $1.6 M
T
positively impact the hearts to you and/or your alumni group about • nrestricted cash: $1.3M vs. $1.4M
U
and minds of every undergraduate the work of your Foundation. Your
every year questions, comments, and feedback
• Help us expand academic and Supported Academic Excellence
are always appreciated.
needs-based scholarships that are • 223,000 to fund general academic scholarships—
$
among the most generous in the Finally, it is important to note that the sixth consecutive annual increase of at least $25,000
Greek world without the financial support of our
• Allow us to grow an endowment
loyal brothers, along with the generous Substantial Program Grants
that will ensure that our excellent time commitments and dedication
programs are funded in perpetuity of those alumni brothers who devote The Foundation increased leadership and scholarship grants by
• Ensure continued expansion countless hours to facilitate the 10% in FY 2011-12.
of values-based leadership programs, the Sigma Chi leadership
experiences at the chapter, • 480,000 to fund 100% of the Horizons leadership program
$
legacy would simply not exist.
province, and international levels • 430,000 to fund 64% of the cost Balfour Leadership
$
On behalf of all who benefit from
• ffirm the need for forward
A Training Workshop (BLTW)
your generosity and your devotion,
planning and the importance • 30,000 to fund 100% of the K.S. “Bud” Adams Jr.
$
thank you!
of accountability within the Province Balfour program
undergraduate chapters • 30,000 to fund 100% of the Journey Chapter
$
In hoc, Retreat Program
• Incentivize academic scholarship at
the chapter level through chapter • 30,000 to fund 100% of the Choices
$
GPA excellence recognition drug and alcohol education program
• Serve as an example to your
Our programs continue to deliver excellence and value,
brothers of your respect for the
thanks to many dedicated and passionate volunteer brothers!
double obligation by which all
Sigma Chis are bound • ,901 brothers participated at BLTW in 2012—
1
breaking the all-time attendance record
Brother, we know that your • weeks of the Horizons individual leadership
4
heartstrings are tied to your home Gregory J. Harbaugh, Purdue 1978 experience were provided
chapter. We know that when you think President and CEO • ourney leadership program facilitator curriculum was taught
J
2012 Annual Report · 3
of Sigma Chi, you think of your time to alumni for the first time this summer at Balfour LTW.
there as an undergrad. We hope you We hope to see Journey reach 75 chapters this year.
will come to see your Foundation
as a willing and able partner in the
continued development and support of
your home chapter. Together we can
help these young men become their
6. L e a d e rs h i p The Sigma Chi Foundation Board of Governors
Board of Governors Timothy A. Michael John A. Clerico James R. Allen
Ohio State, 1970 Oklahoma State, 1963 DePauw, 1979
Chairman Treasurer
Brother Allen is President
Brother Michael is Chairman Brother Clerico is Co-Founder and CEO of Hilliard Lyons.
of the Foundation Board and Chairman of Chartmark
Brother Allen joined the
of Governors. He is the Investments, Inc.
Foundation Board of
principal of Michael Freres
Brother Clerico joined the Governors in 2012. He is
Associates, Inc., a private
“ y college experience and education were
M
Foundation Board of Governors a Significant Sig.
investment company.
in 2008 as treasurer. He is a
Brother Michael joined Significant Sig.
enhanced by my Sigma Chi experience. the Foundation Board of
Governors in 2006. He is
While I have stayed involved over the years a Significant Sig.
since 1969 graduation, I had a step-up
experience in 2012 when I attended the
Horizons program in Snowbird this spring.
I
have now joined the Foundation Board to
help assure our energy is focused on Sigma Richard J. Campo Robert E. Joseph Lee A. Beauchamp
Oregon State, 1976 Willamette, 1957 Texas AM-College
Chi enriching and bringing value to the Vice Chairman Parliamentarian Station, 1975
current and future undergraduates.” Brother Campo is Chairman of
the Board and CEO of Camden
Brother Joseph was 56th
Grand Consul of Sigma Chi
63rd Grand Consul of
Sigma Chi Fraternity. He
Property Trust. Fraternity. He is an attorney is the Director of Business
at Schwabe, Williamson. In Development at Forest Park
Brother Campo joined 1988, Brother Joseph helped Medical Center - San Antonio.
Robert D. Johnson, Miami (Ohio) 1969 the Foundation Board of organize Sigma Chi’s Risk He retired as President of Ada
Governors in 2006. He is Management Foundation and Resources, Inc.
6 · Sigma Chi Foundation
a Significant Sig. served as Chair for 10 years.
Brother Beauchamp joined
Brother Joseph joined the Foundation Board of
the Foundation Board of Governors in 2008. He is a
Governors in 2002. He is a Significant Sig and an Order
Significant Sig and an Order of Constantine Sig.
of Constantine Sig.
7. Governors Emeritus
K.S. “Bud” Adams, Jr.
Kansas, 1944
Dr. Constantine Curris
Kentucky, 1962
John G. Berylson Robert J. Georges Robert D. Johnson John D. Peterson Dr. Daniel P. Walsh, DO Henry Durham
Brown, 1975 Florida Southern, 1973 Miami (Ohio), 1969 Indiana, 1955 Southeast Missouri, 1971 Kentucky, 1953
Past Chairman, Foundation
Brother Berylson is President Brother Georges has served as Brother Johnson retired in Board of Governors Brother Walsh is President Ben Fisher
of GCC Investments, Inc. Grand Quaestor. He is founder 2008 as Chief Executive and CEO of Acute Care Illinois, 1948
and CEO of MidAmerica Officer of Dubai Aerospace Brother Peterson is Chairman Consultants. He is a Bob Hayden
Brother Berylson joined
Administrative Retirement Enterprise (DAE). Prior to and CEO of City Securities retired US Navy Captain, Miami (Ohio), 1960
the Foundation Board of
Solutions, Inc. DAE, he was Chairman of the Corporation. Medical Corps.
Governors in 2009. He is Jon Huntsman, Sr.
Board of Honeywell Aerospace
a Significant Sig. Brother Georges joined the Brother Peterson joined the Brother Walsh Joined Pennsylvania, 1959
where he also served prior to
Foundation Board of Governors Foundation Board in 1987. the Foundation Board of
2000 as President and Chief Murray McComas
in 2012. He is a Significant He is a Significant Sig and an Governors in 2012. He is
Executive Officer. Pennsylvania, 1958
Sig and an Order Order of Constantine Sig. a Significant Sig.
of Constantine Sig. Brother Johnson Joined S. Jack McDuff
the Foundation Board of Arizona, 1948
Governors in 2012. He is
a Significant Sig. Allen C. Menke
Purdue, 1944
Jim Morris
Minnesota, 1949
Hon. William O’Kelley
Emory, 1951
Phil Olsen
Utah State, 1970
Leon Parma
Thomas E. “Tommy” Bronson Stephen W. Goodroe D. Kerry McCluggage Robert F. Sweeney San Diego State, 1950
Tennessee-Knoxville, 1958 Georgia, 1971 Southern California, 1976 Colorado State, 1959 Chuck L. Watson
Merril E. “Boz” Prichard*
Oklahoma State, 1972
Brother Bronson is Managing Brother Goodroe is an Brother McCluggage is the Brother Sweeney is a former Illinois, 1948*
Past Chairman, Foundation
Partner at TBF Partners, Ltd. Executive-in-Residence in President and owner of Mayor of Craig, Colorado. Board of Governors Edward S. Rogers*
He is the retired President the Terry College of Business Craftsman Films. He is also the Currently, he is President of Toronto-Ryerson, 1956
of Meridian Business Group, at the University of Georgia. Lead Independent Director of the Kenneth Kendal King Brother Watson is the
Bernard Sergesketter
Martin Marietta Materials. He retired from Procter and American Reprographics. He Foundation in Denver. Chairman of Twin Eagle
Purdue, 1958
Gamble in 2001 as Vice formerly served as Chairman Resource Management.
Brother Bronson joined Brother Sweeney joined
President - Global Customer of Paramount Television. He is a minority owner of Goff Smith*
the Foundation Board of the Foundation Board of
Marketing. After retiring from the Houston Texans. Michigan, 1938
Governors in 2005. He is Brother McCluggage joined Governors in 1995. He is
2012 Annual Report · 7
PG, he led the successful
a Significant Sig. the Foundation Board of a Significant Sig. Brother Watson joined Jesse R. “Bob” Stone
start-up of Dunnhumby USA
Governors in 2008. He is a the Foundation Board of Illinois, 1951
as the first CEO.
Significant Sig and an Order Governors in 2003. He is
Dennis E. Wheeler
Brother Goodroe joined of Constantine Sig. a Significant Sig and Order
Idaho, 1964
the Foundation Board of of Constantine Sig.
Governors in 2009. He is John A. Ziegler, Jr.
a Significant Sig. Michigan, 1955
* enotes Chapter Eternal
D
8. F i n a n c i al C o m m e n tary: F i scal Y e ar 2 0 1 1 - 1 2 and other non-cash items. Legacy imposed restrictions. The Foundation
Professionals, LLP, conducted the seeks to preserve the Corpus and
Foundation’s certified audit. More utilize only earnings of all Endowment
information on our accrual based funds (as defined in its Policy for
financial report (IRS Form 990) may Fund Maintenance and Acceptance of
be found at www.GuideStar.com. Charitable Contributions, Section 3(B).
Sustainable Growth Investment Performance
An Endowment fund is formed only
upon the creation and acceptance of
an Endowment Fund Agreement that
In fiscal year 2011-12, the Foundation conforms to relevant policy.
retained Northern Trust to manage its
investment portfolio. The Foundation annually adopts a
spending policy to set the annual
The Foundation’s asset allocation places distribution rate from Endowment
priority on preserving Endowment Funds. During fiscal year 2011-12,
The Sigma Chi Foundation completed The Foundation saw modest growth in Corpus, conservatively producing the spending policy was 4% of an
a strong fiscal year 2011-12 thanks to charitable revenue (excluding bequests) income, and growing invested assets at Endowment Fund’s average Corpus
the ongoing support of our brothers. of just under one percent. Including a a rate exceeding inflation. In response for the preceding 12 quarters (ending
Over the past six years, the Foundation pre-investment in the strategic plan, to changing market conditions, June 30, 2011).
has met every leadership grant operating expenses increased 1.2%. the Foundation adopted a revised
commitment, expanded our academic Program and scholarship grants investment policy statement and asset
scholarships, begun to rebuild our increased by 10%. allocation in November 2011.
endowment, and achieved a positive
The Foundation is responsibly investing The Foundation’s investment portfolio
bottom line.
in expanded outreach, undergraduate returned a positive 4.93% in fiscal
engagement, planned giving, and the year 2011-12. The benchmark was
Cash-Based Performance Thomas Cowan Bell Chapter Challenge 6.62%. Variance from the benchmark
program in an effort to both expand is attributable to the impacts of the
In fiscal year 2011-12, careful budget
the number of contributing brothers transition of investment managers.
management and a strong development
and to grow overall revenue. These Investment performance after the
effort allowed the Foundation to
new initiatives, coupled with the date of full transition exceeded the
advance its investment in a new
Foundation’s track record of benchmark through fiscal year-end.
strategic plan, provide supplemental
responsible fiscal management,
funding to the growing Choices
position the organization for growth Endowment and
education program, honor all grant
and sustainability. Chapter-Specific Funds
commitments, and still achieve a
positive net margin.
8 · Sigma Chi Foundation
Accrual-Based Performance The Foundation has established
policies governing Endowment and
The Foundation maintains accrual chapter-specific funds consistent
basis financial records, which reflect with applicable law. We account for
unrealized gain or loss on investments, Endowment assets in separate funds
the present value of pledges upon the based on fund purpose and donor-
date of commitment, depreciation,
9. F ou n d at i o n Gra n t A llocat i o n
View our IRS form 990 at
GuideStar.com or by request.
Horizons: 36%
Academic
Scholarships: 15%
Other: 1%
Choices: 3% Museum/Archiving: 3%
Journey: 2%
Cornerstone/Grand Praetor support: 6%
Bud Adams Award: 2%
Balfour Leadership
Training Workshop: 32%
$
75,000 39
E n d ow m e n t
$5M
New Investment in Strategic Plan: designed Thomas Cowan
to increase engagement and revenue Bell Chapters
$4M
$
4,500,000
$3M
$2M
Value of endowment, an increase of 600% over past seven years
$1M
2012 Annual Report · 9
FY 05-06 FY 06-07 FY 07-08 FY 08-09 FY 09-10 FY 10-11
$
10,000
Approximate Leadership and Scholarship
■ Unrestricted Endowment ■ Restricted Endowment ■ Total Endowment support provided to each chapter
10. Engaging at the Chapter Level “Our country has never needed
strong leadership more than it does
today, and no organization is doing a
better job of developing leaders than
Sigma Chi. The leadership programs
supported through the Sigma Chi
Foundation certainly enrich the lives of
our Sigma Chi brothers, but they also
positively impact the lives of people
To increase our support and outreach Investment of Caldwell Circle Gifts As the Foundation expands the Caldwell who are touched by the good deeds
to undergraduates at the chapter level Circle to every chapter, opportunities that flow from them. Delivering these
The net proceeds of the donations
we have expanded the Bell Chapter exist for alumni donors to provide a proven programs to chapters through
from the Caldwell Circle directly
Challenge and launched a new giving challenge match to your home chapter. the Bell Chapter Challenge will have
support the leadership programs, and
society—The Caldwell Circle. Your support provides a direct example a positive and lasting impact.
scholarships that have the potential to
to those young men who now follow in
reach every undergraduate. Examples We have an amazing opportunity to
your footsteps.
include Balfour Leadership Training provide our undergraduate brothers
The Caldwell Workshop, Journey chapter retreats, the resources to continue their
Circle Choices alcohol and drug education,
Mission 365 recruiting, and Thomas Cowan development into the leaders sorely
needed in all walks of life. We should
Engaging Undergraduates and Young
Alumni to Create a Culture of Giving
province conferences.
Bell Chapter not see this just as an opportunity,
but as a duty.”
Brothers who join the Caldwell Circle
are recognized on the Sigma Chi Challenge Steve Goodroe, Georgia 1971
Purpose/Goals Foundation’s website and in the
Your Gift Supports Your Chapter
The Caldwell Circle was established as annual report. Chapters with the Since the program’s inception in 2008,
your Foundation’s effort to engage our highest percentage of Caldwell Circle it has grown to 39 participating chapters
members will be recognized annually Our brothers appreciate the difference
youngest brothers. Through this effort during fiscal year 2011-12. Thanks to
at Sigma Chi events. Sigma Chi has made in their lives. They
we are awakening undergraduates the growing support of our brothers, the
want to give where their Sigma Chi
and young alumni to all of the benefits Foundation has expanded the benefits
experience began, where they forged
they derive from Sigma Chi. We are Joining the Caldwell Circle provided to Bell chapters. During
their leadership skills, where they
educating them on our mission, the fiscal year 2011-12, the Foundation
Undergraduate brothers and young formed lifelong bonds of friendship,
leadership and scholarship program designated one academic scholarship to
alumni may join the Caldwell Circle where they were grew from youth to
funding we provide, the new initiatives every Bell chapter. In the coming year,
with an annual gift of $18.55 or manhood—their home chapter.
being implemented, the approximate the program will integrate Choices at
more. Members receive an official
The Thomas Cowan Bell Chapter no cost to participating chapters.
10 · Sigma Chi Foundation
$10,000 in annual support your
Caldwell Circle lapel pin. Brothers
Foundation provides to their chapter, Challenge provides a unique
who contribute at higher levels receive
and that all of this is available due to opportunity for donors to help the
additional apparel.
the generosity of their alumni brothers. young men at their home chapters
They are recognizing that their brothers To join, please visit reach their full potential. By giving to
give back to benefit them and we are sigmachi.org/caldwellcircle. the Bell Chapter Challenge, donors
demonstrating that there is nobility in directly sponsor key leadership training
paying it forward to benefit others. programs and scholarship opportunities
at their chapter.
11. Thomas Cowan Bell Chapter Challenge How Can I Help My Chapter Become
a Thomas Cowan Bell Chapter?
Fiscal Year 2012-13 Benefits The Foundation’s development professionals stand
Levels Blue Gold
ready to aid your chapter in becoming a Thomas
Cowan Bell Chapter. Beyond providing financial
Amount $10,000 per year $20,000 per year
support, your engagement can make all the
$250,000 Endow* $500,000 Endow*
difference. Proven ways to engage include:
Chapter Benefits • additional undergraduate registrations at Balfour
3 • additional undergraduate registrations at Balfour
5
LTW, increasing the number to a total of 8 LTW, increasing the number to a total of 10 • Hosting a local event to announce and promote a
• Designated Horizons Slot
1 • 2 Designated Horizons Slot Bell Chapter fundraising drive (the Foundation will
• Designated $1,000 Academic Scholarship
1 • Designated $1,000 Academic Scholarships
2 make this presentation)
•
Choices alcohol, drug, suicide and depression • hoices alcohol, drug, suicide and depression retreat
C • igning your name to an advocacy letter to brothers
S
retreat at no cost to the chapter at no cost to the chapter
from your chapter
• 3,000 Journey Chapter Retreat Stipend
$
• Directly contacting your contemporaries and asking
• 1,000 Balfour LTW Travel Stipend
$
for their engagement
* ccumulated cash in
A Terms Conditions: Annual proceeds (either gifts to support a chapter on an annual basis or the proceeds of an endowment up to the
• roviding Foundation development professionals
P
chapter’s Bell Fund. established Bell chapter level) are unrestricted annual fund gifts, meaning that the Foundation may allocate the proceeds for any purpose with referrals
consistent with its charitable mission. The Foundation reserves the right to change the annual funding level or program offerings in future years.
Fully Funded Thomas Cowan Bell Chapters in fiscal year 2011-12 Georgia Institute of Pedro E. Wasmer, Maryland 1962 Oregon State / Beta Pi Texas A M-College Station /
Technology / Beta Psi Scott Rawlings Werber Eta Upsilon
Supported through the chapter fund
Maryland, 1986
William W. George, Georgia Institute John W. Cox, Texas A M -
of Technology 1964 College Station 1981
American / Kappa Rho Christopher L. Asbill Pennsylvania / Phi Phi
Beta Psi Foundation Michigan State / Gamma Psi Alan B. Mitchell, Texas A M -
Florida Southern, 1993
Mark Meadows, American 2006 Thomas Farrell, Pennsylvania 1968 College Station 1985
William G. Buck, Jr. Lawrence J. Pilon
Nathan Neal Samuel Greenawalt
Florida Southern, 1998 Georgia Southern / Eta Zeta Michigan State, 1970
George Washington, 1983 Pennsylvania, 1951
John T. Caracuzzo Timothy F. Shank Texas – Austin / Alpha Nu
Jeffrey Rothenberg, American 2004 Robert Petry, Georgia Southern 1981 Morris Nunes, Pennsylvania 1970
Florida Southern, 1967 Michigan State, 1962
John C. Bibo, Texas – Austin 1974
Stephen J. Demanovich Kenneth L. Way
Mark L. Drew, Wake Forest 1983
Bradley / Delta Rho Florida Southern, 1999 Indiana / Lambda Michigan State, 1961 Pittsburgh / Beta Theta
Jack E. Guenther
Randy Dusenberry
Col. David L. Frederick, USAF (Ret) Supported through the chapter fund Supported through the chapter fund Texas – Austin, 1956
Florida Southern, 1977
Bradley, 1959 Miami (Ohio) / Alpha James A. Thompson
Robert L. Fryer, Jr.
Harold L. Lamont, Bradley 1960 Texas – Austin, 1970
Florida Southern, 1970 Kansas / Alpha Xi Joseph P. Hayden, Miami 1951 Purdue / Delta Delta
Dean A. Mefford, Bradley 1962 Linden R. Welsch, University of Texas
Robert J. Georges Richard C. Nehls, Miami 1973
Laurent Debauge, Kansas 1962 Keith Holcomb, Purdue 1979 – Austin 1969
Florida Southern, 1973 Hon. Michale G. Oxley, Miami 1966
L. Javan Grant, Florida Southern 2001 Scott Sperling, Purdue 1979
Butler / Rho
Brian K. Hasson Kentucky / Lambda Lambda Tulane / Alpha Omicron
Supported through the chapter fund Florida Southern, 1988 Montana / Beta Delta
Southeast Missouri State /
David A. Johnson Jon D. Chellgren, Kentucky 1969 Steven L. Dehmlow, Tulane 1978
Supported through the chapter fund Epsilon Phi
Florida Southern, 1974 Paul W. Chellgren, Kentucky 1964 Phil G.D. Schaefer
DePauw / Xi
August R. McCullough, Jr. Hon. Karl S. Forester Richard L. Anello Tulane University, 1980
W. Bret Baier Florida Southern, 1960 Kentucky, 1962 Montana State / Beta Rho Southeast Missouri State, 1971 Mark W. Tipton, Tulane 1978
DePauw University, 1992 Roman F. Polivka K. Carter Harris, Kentucky 1978 Dean E. Cowan
Tristan P. Renz, Montana State 1979
Florida Southern, 1990 Charles A. Kington, Kentucky 1984 Southeast Missouri State, 1992
Washington / Tau Tau
2012 Annual Report · 11
William Lee Rust Keith R. Knapp, Kentucky 1978 Charles R. Heyl
Emory / Beta Chi
Florida Southern, 1967 Samuel C. Moseley, Kentucky 1969 North Georgia / Theta Epsilon Southeast Missouri State, 1970 Supported through chapter fund
Lawrence Blau, Emory 1963 Eric R. Severson William W. Shely, Kentucky 1974
Thomas Cowan Bell Chapter
Florida Southern, 2001 Joseph R. Sivewright, Kentucky 1980
Philanthropy Award Winner Syracuse / Psi Psi Western Kentucky / Zeta Mu
Justin B. Sorrells Paul C. Varga, Kentucky 1985
Florida / Gamma Theta Supported Through Chapter Fund
Florida Southern, 2003 D. A. Sachs, Centre College 1948 Joseph J. Durzo, Syracuse 1967 Paul Chellgren, Kentucky 1964
Thomas DeMarco, Florida 1970
Bryan N. Leather, Syracuse 1966 Rick Guillaume
Oklahoma State / Gamma Delta Donald H. Schefmeyer Western Kentucky, 1965
Georgia / Delta Chapter Maryland / Gamma Chi
Florida Southern / Syracuse, 1969 Richard Taylor
Chad J. Clay, Oklahoma State 1989
Epsilon Sigma John F. McMullan, Georgia 1958 Robert D. Basham, Maryland 1970 Western Kentucky, 1964
John A. Clerico, Oklahoma State 1963
Daniel H. Burkhardt, Jr.
Robert F. Agar Dennis H. Reilley Southern California /
Maryland, 1964
Florida Southern, 1975 Oklahoma State, 1975 Alpha Upsilon
Herbert Lionel Cares, Maryland 1995
Chuck L. Watson
Supported through the chapter fund
Oklahoma State, 1972
12. Since 2006 your,
your Foundation achieved: 600 %
Increase in endowment, from
400 %
Increase in academic scholarships,
$600,000 to $4,500,000 from $50,000 to $250,000
13. Funding increase by program since 2009:
17% 175%
Balfour LTW Choices
1570% 7%
2012 Annual Report · 13
Journey Horizons
14. Leadership Programs Overview J our n e y
Objectives of Journey
• eliver values-based leadership
D
training to every chapter every year.
• rovide educational retreats
P
that address a chapter’s unique needs.
Sigma Chi’s leadership B alfour ltw Core Sponsor Program Sponsor
programs provide values- Lloyd G. Balfour Foundation David Dillon, Kansas 1973
based leadership training Objectives of BLTW Lloyd G. Balfour, Indiana 1907
to our undergraduates. The 29th Grand Consul
• etter understand the fundamentals
B
curricula developed for Balfour and principles of values-
Leadership Training Workshop, based leadership. General Sponsor
Horizons, Journey, Choices • evelop a chapter strategic plan
D Thomas Cowan Bell Chapter Challenge,
that will lead to a higher-
and Mission 365 are designed see page 11
functioning chapter.
to work synergistically. • earn to perform officer duties.
L
Through this integrated and • mprove accountability within
I
comprehensive programming, the chapter.
• evelop a deeper understanding of
D
Sigma Chi continues to the Ritual.
progress toward our goal • eave Sigma Chi values into officer
W
of being the preeminent roles, and decision-making.
collegiate leadership • nhance existing relationships
E
and establish new friendships with
development organization— brothers from other chapters.
aligned, focused and living our • nderstand resources available to help
U
core values. during one’s tenure in office.
• pen communications with trained
O
alumni who can provide advice
and counsel.
• earn real-world lessons from
L
Distinguished Alumni Visitors.
14 · Sigma Chi Foundation
15. Hor i z o n s Participant Sponsors
Thomas Cowan Bell Chapter Challenge
Objectives of Horizons see page 11
• Provide Sigma Chi Undergraduates
Albert O. Nicholas
with the highest level of leadership Leadership Endowment
training possible, and thereby, impact Albert O. Nicholas
our chapters, host institutions and Wisconsin-Madison, 1952
the world.
Alpha Upsilon Leadership Fund
• rovide a growth experience that
P
D. Kerry McCluggage
impacts Sigma Chis throughout
Southern California, 1976
their collegiate career.
• Provide Sigma Chis with alumni
Terry E. Perucca, Arizona State 1966
mentors to help them further
William I. Rainwater, Sr., Arkansas 1949
develop their character.
• Train undergraduates on the key
Lawrence J. Pilon, Michigan State 1970
principles of values-based leadership. V. William Hunt, Indiana 1966
• Introduce brothers to accomplished
choices M i ss i o n 3 6 5
Distinguished Alumni Visitors who Sigma Chi Canadian Foundation
speak to leadership in the real world. (four participants)
Objectives of Choices Objectives of Mission 365
• Challenge paradigms of teamwork,
expectations, maturity, selflessness • rovide relevant education on
P • o teach all undergraduate brothers
T
and the pursuit of goals greater than the issues of substance abuse and and alumni advisors a recruitment
the individual. misuse, recreational drugs, suicide process and techniques guided by
and depression. Sigma Chi values and ideals.
• hallenge participants to integrate
C • o introduce a strategic planning
T
Session Sponsors the standards of Sigma Chi into their process for a chapter-wide 365-day
personal decisions about alcohol and recruitment approach integrating all
Keith J. Krach, Purdue 1979
drug use. available Sigma Chi resources.
In honor of Gardner B. Allen
• rovide accountability techniques
P • o provide essential recruitment tools
T
Robert C. McNair, South Carolina 1958
to help undergraduates act on which will help chapters identify and
informed decisions. recruit men of character.
Facilitator Training Sponsor • early, introduce new recruitment
Y
materials to support our chapters’
Chuck L. Watson, Oklahoma State 1972 Core Sponsor Mission 365 plans.
Rob E. Reifschneider Leadership Fund
Small Group Sponsor Rob E. Reifschneider
San Diego State, 1957
2012 Annual Report · 15
Peter L. Frechette Chuck L. Watson, Oklahoma State 1972
Wisconsin-Madison, 1960
Mission Sponsor
Michael Greenberg
Illinois Wesleyan, 1982
16. 1,901 65
Historic attendance record Years Balfour LTW has been held
97 %
Percentage of all chapters
69 %
Percentage of chapters that sent
and Consuls participated five or more delegates
Average Delegation Size
5.5
5
4.5
4
3.5
2008 2009 2010 2011 2012
225
During the most recent Balfour LTW, 225 brothers participated in specialized alumni
training, preparing them to return value to their respective undergraduate chapter
as an advisor or mentor. These alumni were trained in the art of facilitation, how to
implement a Journey chapter retreat, and the fundamentals of the Choices alcohol,
drug, suicide and depression education program.
17. B A L F O U R LT W
Embodying Our Mission and Values
Noah Buck, Southern Methodist University 2011 retreat program. We aspire to reach 75 chapters with the retreat this year,
with the long-term goal of reaching every chapter every year. Additionally,
the new online pledge education program was introduced. It is accessible to
Balfour Leadership Training Workshop embodies
Magisters and pledges, and its purpose is to make pledgeship uniform across
the mission and values of Sigma Chi. Its sheer
the Fraternity’s 239 chapters.
scope and breadth opens the door for every Sigma
BLTW is the largest and most successful leadership conference in
Chi in attendance to discover their own leadership
the Greek world. It is the Fraternity’s primary annual training program,
potential in conjunction with action-oriented
delivering state-of-the-art training to every attendee. It is a central element
expectations. Undergraduates know the alumni are
of Sigma Chi’s integrated, comprehensive leadership development strategy in
there to collaborate and be brothers first, and come
conjunction with Horizons, Journey, Choices and Mission 365.
to understand that they have strong support in the
execution of their chapter responsibilities. The
opportunity to connect, and reconnect, with brothers Curriculum + Programming
and the ritual all while establishing a chapter strategic plan is a unique and
fulfilling experience that reinforces my desire for brotherhood and life loyalty
to Sigma Chi. At the Balfour Leadership Training Workshop, our educational goals were
I am sincerely proud of BLTW’s commitment to the constant two-fold: build effective leaders and develop stronger chapters. This year’s
improvement, and in the ambition of the Balfour Leadership Operating Board curriculum drew on James Kouzes and Barry Posner’s five leadership
to making BLTW the preeminent Greek leadership program. I am deeply practices from The Leadership Challenge and the redesigned Strategic
grateful to the Foundation for its growing investment in our young leaders. Planning module.
Another Record-Breaking Year Chapter Planning Module
Balfour LTW
Initial Plan
In 2012, Balfour Leadership Training Workshop set an all-time attendance developed by Officers
record with 1,901 participants. Attendees, alumni and undergraduates
2012 Annual Report · 17
Annual Report ∑X Journey Strategic
alike, were excited by the new developments implemented this year. For Evaluate Sucess/Update Plan/ Visioning Retreat
Chapter
the first time ever, alumni were trained to facilitate the Journey chapter Check Off Complete Goals Operations/ Gather Buy-in/Shared Vision
Officer with Chapter/Update Plan
Transition
Province Conference
Re-focus/Update Plan
18. J our n e y
Reaching Every Chapter Every Year
David Dillon, Kansas 1973 Journey is comprised of local chapter retreats that aim
to engage and support undergraduate brothers in a wide
range of areas. Journey Chapter Retreat curriculum was
David Dillon, Kansas 1973 taught to alumni facilitators for the first time this summer
remembers prominent alumni at Balfour LTW. The goal is to have 75 chapters participate
returning to give back to this year, but our aspiration is to reach every chapter every
his chapter when he was an year. Journey chapter retreats topics include strategic
undergraduate. Now, he too, wants planning, managing positive change in chapter culture
to return the favor after Sigma Chi and strengthening brotherhood. Future Journey retreats
taught him the leadership skills may focus on areas such as individual leadership, risk
necessary to be in charge of 2,500 management, recruitment according to Sigma Chi values
supermarkets, 800 convenience (Mission 365), substance abuse and suicide (Choices). In
stores and 400 jewelry stores. conjunction with Horizons and Balfour LTW, the Journey
Brother Dillon, now the CEO and Chairman of the board program aligns with Sigma Chi’s mission to prepare leaders
at the Kroger Co., made a lead donation to the Sigma Chi who will lead their chapters, campuses and communities.
Foundation to help launch the Journey initiative.
“When you are in college, you look at some of the
alumni who come back for different things and who
are a part of the Fraternity’s programs and have played
meaningful roles in making things possible for their younger
brothers. The early seed was planted when I saw the roles
people I admired played when they came back to our
chapter or when they came to Balfour LTW.” Sigma Chi
chapters
18 · Sigma Chi Foundation
19. Journey Retreats
The Strategic Visioning retreat helps chapters plan out
the year ahead based on goals set by officers at the
Balfour Leadership Training Workshop. Members generate
a shared vision for the long-term future of the chapter
and create a plan of action to put major building blocks
in place that will keep the chapter strong and relevant for
years to come.
The Chapter rEvolution retreat leads a chapter through an
exploration of its culture to determine how its members,
both individually and collectively, can remain relevant
and become leaders in campus, community and societal
changes. The series of activities and conversations held
during this retreat will help the chapter move forward in a
positive direction.
(Pilot stage) The Strengthening Our Brotherhood retreat
can set the stage to reintroduce and reinforce the
239 concepts of true friendship and its role in our lifelong
journey in Sigma Chi.
Total number of Sigma Chi Chapters
