2010 Annual Report

Vision Statement

Support the development ofethical leaders and cultivate a lifelong commitment to the educational andcharitable missions of Sigma Nu Fraternity.

Mission Statement

The Sigma Nu Educational Foundation secures and provides enduring resources in supportof the Fraternity’s educational mission!

We will:

• Cultivate a lifelong commitment to theeducational and charitable mission of Sigma Nu Fraternity;
• Support educational and leadership programming initiatives ofthe Fraternity;
• Provide scholarships to supportacademic achievement;
• Provide grantsand loans to support educational facilities;
• Maintain theShrine;
• Enable membersand friends to support these initiatives through tax-deductible contributions.

 

Table of Contents

I. Letter from the Chairman
II. Year in Review
III. Capital Campaign Wrap-Up
IV. Educational Programs
V. Chapter Educational Funds & Scholarship Accounts
VI. Financials
VII. Foundation Board and Staff
VIII. Ways to Give
IX. Yates Legacy Society
X. Giving Societies
XI. Donor Listing

 

Educational Foundation Chairman Bob Gingras (Bowling Green), left, delivers remarks to the Grand Chapter along side Treasurer and Capital Campaign Co- chairman Carl Berry (Idaho) and Capital Campaign Co- chairman Jim Cherry (Hampden-Sydney).

I. Letter from the Chairman

Dear Brothers, Supporters and Friends:

When we began our Building Upon the Rock Campaign in 2006, we set out to honor the legacy of our Founders in building ethical leaders inspired by Love, Honor and Truth. We established our campaign goal at $10 million in cash, pledges and planned gifts that would provide for our highest near-term priorities. After initial successes, we raised the goal to $14 million in 2008. What we couldn’t predict were the growing economic challenges and eventual global financial crisis that would impact us all later that year. I am pleased to report that because of your generosity we surpassed our initial campaign goal by raising $12,100,000.

The important mission of the Sigma Nu Educational Foundation remains intact today. Despite these difficult circumstances we continue to provide resources for the Fraternity’s excellent educational programs that develop the leadership skills and characterof our chapters and individual brothers. Throughout this annual report, you’ll learn more about these educational initiatives that have gained notoriety fromacross the nation and hear feedback from students and alumni about the impact Sigma Nu continues to have on their lives.

I wish to extend my personal thanks to each of you who has participated in helping us build a stronger Fraternity. Since 2005, the Foundation has granted more than $1.3 million to the Fraternity. This recent campaign allowed several important near-term priorities to be addressed; however, in order to fulfill our Obligation to Excellence there is still much work to be done. And we need your help to get there. It’s a significant task that would not be possible without the support and generosity of every one of our brothers.

If you have not been an active donor, I urge you to join our ranks today, at any level. Your participation is what matters because Foundation giving is THE primary source of funding for our Fraternity’s exceptional educational programs. Every undergraduate member of every chapter and colony stands to benefit when you give.

Please take a moment to visit the Sigma Nu website, www.sigmanu.org to learn more about how the General Fraternity and our chapters are making a difference in the lives of young men. Our Regent, Robert Durham (Georgia),continues to raise the standards of excellence for our chapters. Please support your chapter and the General Fraternity through your house corporation oralumni association and the Sigma Nu Educational Foundation. I encourage you to reach out today--because the young men of Sigma Nu need you now more than ever.

Fraternally,

Bob Gingras (Bowling Green)
Chairman, Sigma Nu Educational Foundation

II. Year in Review

Last year:

• Foundation staff members visited more than 500 young alumni to share Sigma Nu’s vision for Preserving the Future of the Legion of Honor.
• The SOLD!…for Sigma Nu Auction at the 64th Grand Chapter resultedin $40,000 for the Foundation.
• Total Foundation assets were more than $9.223 million.
• Eighty-five parents of Sigma Nu collegians invested $8,700 in the Foundation through gifts and pledges.
• At Grand Chapter, 75 collegiate members gave more than $2,220 to the Foundation.
• Completion of the Building Upon the Rock Campaign, totaling $12.1million in cash, pledges and planned gifts.
• The Foundation awarded $143,920 in academic scholarships (more than double last year’s amount) and granted $216,052 for educational improvements in collegiate chapter houses. The grant to the Fraternity was $150,000 for an overall total of $509,972 in grants and scholarships.
• Each of our 181 chapters/colonies received two visits from consultants who conducted 400 chapterworkshops and trained more than 3,000 chapter officers.

III. Capital Campaign Wrap-Up

The Building Upon the Rock…Preserving Our Future capital campaign was conceived out of the need to:

1. Provide additional support and programming to our collegiate chapters through the Fraternity’s award-winning LEAD Program,
2. Enable our chapters the opportunity for competitive housing through grants for educational improvements,
3. Offer brothers academic incentives through scholarships, and
4. Invest in the historic preservation of the Headquarters Shrine of Sigma Nu.

When the campaign came to a close on July 1, 2010, we had eclipsed the $12 million mark, reaching 86% of our $14 million stretch goal. Thanks to the generosity of countless Brothers, parents and friends, campaign contributions totaled: $10.2 million in the form of cash and pledges and $1.9 million in confirmed or matured estate gifts. Although we fell short of our $14 million stretch goal, we are very pleased tohave exceeded our original $10 million goal by 20%.

While we are pleased with this achievement, securing additional long-term funding for the Fraternity’s educational programs remains a significant and pressing priority. Sixty-two percent of the $10.2 million in cash and pledges raised during the campaign is designated to restricted funds and cannot be used to support Sigma Nu’s educational initiatives.

Alumni support is the lifeline that will sustain the future success of our Fraternity-wide educational programs. These programs are solid, affirmed in their effectiveness by independent research and recognized by our collegians and alumni as invaluable resources to both our chapters and individual Brothers. You can beassured that your future unrestricted and planned giving to the Foundation in support of these programs will benefit the members of your chapter and the Fraternity as a whole.

Sigma Nu is Changing Lives

Collegiate Grand Councilmember and Chapter Commander James Doughty (LSU) recently spoke to a group of alumni in Washington, D.C. His comments provide insight to the real impact of Sigma Nu and its educational programming for young men across the nation.

“Being a Sigma Nu has totally changed my life. I’ll never be the same man again. What you’re investing in is so much more than just right now. It is affecting the men that are going to grow up and be our next doctors, lawyers, politicians--the people that are going to be running this country. Your investment in their lives is a lot more important than you realize.”

As a member of the recently re-colonized chapter at Louisiana State University, Doughty says alumni contributions made his Fraternity membership possible. “My dad, uncle, and cousin are all Sigma Nus. If the funds hadn’t been available when Brad Beacham got the call to re-colonize at LSU, I wouldn’t be a Sigma Nu,” he says.

The Sigma Nu Educational Foundation fund portions of leadership training and educational programs through generous donor contributions. At LSU, like any new colony, Sigma Nu provided two consultants to help train colony members on best practices for their newly formed brotherhood. “The training is based on the LEAD Program. It helped us lay a strong foundation that we could build on as the chapter grows,” says Doughty.

IV. Educational Programs

Impact

At the recent Grand Chapter in Boston, Regent Robert Durham (Georgia) and the newly elected High Council established a theme for the coming biennium: an Obligation to Excellence for the Legion of Honor. It is a quest for excellence at every level that will ensure Sigma Nu’s mission and future.

Crucial to this endeavor are the Foundation’s ongoing efforts to provide financial support for the Fraternity’s educational programs and services. These programs address the mind, heart and character of our members; inspire ethical leadership through the principles of Love, Honor and Truth; and build relationships between Brothers that will last a lifetime.

SigmaNu Institutes

1. 11 regional locations; 435 participants from 94 chapters/colonies
2. 18% increase in Institute attendance over the previous year
3. Institute attendance up 76% over last two years
4. Institute curriculum rated 3.5 out of 4, overall

Growth of the Sigma NuInstitutes:

SN Institute	Institutes Held	Participants	Chapters	Colonies
2007-2008	6	247	61	4
2008-2009	8	368	79	5
2009-2010	11	435	88	6

The LEAD Program

The first online, interactive, on-demand educational program in Greek world

LEAD – Self-Reported Chapter Participation

1. PhaseI – 98% of chapters
2. PhaseII – 69% of chapters
3. PhaseIII – 23% of chapters
4. PhaseIV – 46% of chapters
5. All Chapter – 72% of chapters

LEAD – Online Participation – Phases I-IV

1. Chapters with at least one participant – 177
2. Total users – 1,847
3. Page views – 58,000

LEAD Sessions – Grand Chapter

1. 8 sessions; 150 attendees

LEAD Program Awards

1. Prevention Excellence Award from Outside the Classroom - 2009-2010 and 2008-2009 Greek Organization Award Recipient
2. Associations Advance America (ASAE)– 2008-2009 Honor Roll
3. HRH/Kirklin Fellow Award – 2007-2008 Honorable Mention

Leadership Consultant Program

1. 100% of chapters received two consultation visits
2. 331 on-site consultations for 172 chapters
3. 3,033 chapter officers trained
4. 404 chapter workshops conducted
5. 82% chapter response rate to post-visit survey
6. Survey responses improved or remained the same over previous year across all categories

College of Chapters

1. 347 collegiate members (95% of chapters) attended 2009 College of Chapters, a new record

Helping Hand Initiative

1. 59 chapters participated in Helping Hand Initiative, a 34% increase and a new record
2. $82,000 raised and 11,094 hours donated to charities this year
3. $783,000 raised and 16,594 hours donated since inception in 2004
4. In total this year, chapters reported $411,721 raised for charitable purposes and 69,338 hours of service donated

Summary

Each of us has benefited from our membership in Sigma Nu. Your investment in these efforts through financial gifts to the Sigma Nu Educational Foundation helps ensure that future generations also have the opportunity to benefit from the exceptional leadership training offered by Sigma Nu Fraternity.

College of Chapters
Held biennially, College of Chapters is a four-day intense interactive experience focused on leadership, team building and the core principles of Sigma Nu. The Fraternity’s premier leadership development event, College of Chapters is based upon Phase II of the LEAD Program. Brothers learn to be catalysts for change, learn about themselves as leaders, connect with Sigma Nus from chapters and colonies across the country and find solutions to personal challenges and those facing their chapters.

College of Chapters is held on the campuses of Washington and Lee University and Virginia Military Institute. Two representatives from each chapter and four from each colony are required to attend; chapters may send more delegates if they choose. In 2009, 347 collegiate members, representing 95% of collegiate chapters, attended. This is the largest number of participants since College of Chapters became a national program in 1995 and represents a 35% growth in the program over the 2007 College of Chapters. Participants rated the overall College of Chapters experience 4.45 on a 5 pointscale where 5 is “excellent.”

LEAD Program
Sigma Nu’s award-winning ethical leadership development program, the LEAD Program, was successfully implemented again this year in its new online, on-demand format. This year, all facilitators’ manuals were also made available online. The online program was created in direct response to survey results that showed a demand for such access and functionality.

Two new program sessions were created and offered this year: one on the Pursuit of Excellence Program and one on Chapter Self-Assessment. An additional new LEAD session is in the works called: Alcohol Misuse Prevention. The online session will highlight the Fraternity’s new and existing resources: “We Have A Situation” which shares common alcohol-related scenarios, “Don’t Play Doctor” video, GreekLifeEdu aswell as a BAC calculator, “Virtual Bar” and “Interactive Body,” which are all interactive resources that demonstrate how alcohol affects the body.

An objective, scientific evaluation of the LEAD Program was conducted again this year in partnership with George Mason University. Ninety-two (92%) of chapters were represented in the 15% response rate. Results will be published as they are made available by George Mason University.

PHASE I – CANDIDATES
More than 98% of chapters reported using Phase I for Candidate Education, including the online content.
Phase I includes 10 sessions—and 2 optional sessions (Community Service and Time Management)—to be completed during Candidate Education. Chapters have the flexibility to include their own educational components as well.

Candidate feedback from Phase I –
“The most beneficial part of the online session was learning about what brotherhood is. It is very helpful to hear what brotherhood means specifically.”—Robert Walter, Epsilon Epsilon

PHASE II – 2nd YEAR MEMBERS (SOPHOMORES)
Phase II is designed for second year chapter members, typically sophomores, who have not yet held a position in the chapter; 69% ofchapters participated in Phase II. It is designed to prepare them with the skills they need to become effective leaders and officers in the chapter. This critical phase of the LEAD Program helps them learn about their strengths, find their voice in the chapter and teaches them to take ownership for the Fraternity.

Feedback on Phase II –
“The online portion is great preparation for the more in-depth facilitated portion, it was nice that it provided details about the different personality types.”
–Raymond FitzGerald, Theta Lambda,on Session 5: Myers-Briggs

“I found the most beneficial information to be discovering your own personality type. It led me to discover how my emotions relate to my behavior in life and how I conduct myself day to day.”
–Chase Woodly, Epsilon Epsilon, on Session 5: Myers-Briggs

PHASE III – 3rd YEAR MEMBERS (JUNIORS)
Phase III is a self-directed program with a “leadership lab” approach, where participants apply what they have learned in LEAD to real life situations. While just 23% ofc hapters participate, for those who do, Phase III provides an excellent opportunity for Brothers to gain life skills through the seven modules: Personal Development, Career Development, Change, Problem Solving, Organizational Development, Ethics and Social Change. Now that Phase III is available online, chapter members have the opportunity to participate even if their chapter does not.

PHASE IV – GRADUATING SENIORS:
Forty-six percent (46%) of chapters participate in Phase IV of the Fraternity’s LEAD Program, which focuses specifically on assisting graduating Brothers in making a smooth transition to life after college. Topics among the six sessions include salary negotiation, networking, servant leadership, money management, conflict management and tips for the first year“on the job.” This year, 46% of chapters made use of Phase IV.

ALL CHAPTER
Seventy-two percent (72%) of chapters participate in All Chapter LEAD Programming, which is organized into three modules and designed for participation of the entire chapter. Modules include: Personal Development, Organizational Development and Risk Reduction.

GreekLifeEdu
The Fraternity made available the anti-hazing educational program, GreekLifeEdu, to all collegiate members. At the urging of Sigma Nu and a few other Greek organizations, this program was implemented in early 2008 by Outside The Classroom (creators of AlcoholEdu) as an additional resource to help prevent hazing, sexual assault and alcohol misuse. Since 2003, more than 9,000 membershave participated in, and almost 7,000 members have completed, the educational portion of AlcoholEdu or GreekLifeEdu. Approximately 62% of current collegiate members have completed the educational portion of one or both programs, a 10% increase over last year. For the second year, the Fraternity was recognized with the Prevention Excellence Award for its alcohol misuseprevention program

Helping Hand Initiative – Sigma Nu’s Community Service Initiative
The Helping Hand Initiative was launched in 2004. Since then, chapters have reported raising more than $783,000 for charitable organizations and donating more than 16,594 service hours during the Initiative’s Founders’ Month (previously “Week”) of Service. This year chapters reported the greatest number of service hours since the Initiative was launched: 11,094 service hours and $82,000 in funds raised.

Chapter participation in the Founders’ Month of Service was also the highest yet with 59 chapters choosingto participate, an increase of 34% over last year. The Fraternity continues topartner with St. Jude Children’s Hospital, Habitat for Humanity and Character Counts and continues to sponsor the Founders’ Month of Service each year in April.

Through the Fraternity’s new Pursuit of Excellence Program, we are able to collect information about all charitable and philanthropic activities reported by chapters, not just those reported during the Founders’ Month of Service. Based on 107 chapter reports our collegians raised $411,721 for charitable purposes and donated 69,338 hours of service last year!

Trevor Huffman, Gamma Eta – as reported on the SN online event reporting form
"We volunteered on the day when we were building and putting up walls in a house for a woman named Lul who was also working on the site with us. It was great to have the woman who was going to buy the house working with us. Before we started working, the people in charge brought us all together and taught usa bout the program and what it did to better the community, and it was a very uplifting experience."

Sigma Nu Institutes
The Sigma Nu Institute began as the Fraternity’s officer training initiative, first implemented as a pilot program in January 2006. Twenty-four Commanders from chapters across North America were invited to take part in the inaugural program held at the Fraternity’s Headquarters in Lexington, Virginia.

The pilot program was so successful that the Institutes were implemented regionally in January 2008. This year eleven regional Institutes were held across the country during January and February to assist with officer training and transition specifically for chapter Commanders, Lt. Commanders, Marshals, LEAD Chairmen, Recruitment Chairmen and their corresponding alumni volunteers. As the number of Institutes has grown, more collegians have been able to attend. Participation has increased by 76% since 2008.

Anonymous survey responses about the Institutes:
“I’m excited to bring my ideas back to my chapter to make positive change.”
“I strongly feel I left this event with solutions to my chapter’s current issues.”
“I’ve gained some great ideas to implement and better ways to implement old ideas.”

The Fraternity conducted a pilot alumni training curriculum in February 2009 as part of the Lexington, VA, Sigma Nu Institute. Based on participant evaluations, the pilot was a success, however due to budgetary constraints, the alumni curriculum was not offered during the 2010 Institutes.

Anti-Hazing Campaign
Sigma Nu is the premier sponsor of National Hazing Prevention Week and the Hazing Symposium. This year the Fraternity introduced a new risk reduction newsletter “Fraternity of Men, Not Boys” aimed at collegiate chapter officers and created a new anti-hazing workshop “A Different Look at Hazing” which examines the dissonance between Sigma Nu’s mission and hazing.

The Fraternity made available a new anti-hazing video, Response Ability, which addresses bystander behavior in incidents of misconduct. Sigma Nu was a founding member of and led a consortium of more than 30 Greek organizations that produced this new video.

“From the earliest days of our founding by three cadets at the Virginia Military Institute, Sigma Nu has opposed hazing of all sorts. As we read almost daily, the internet now offers opportunities for a new and perhaps more insidious form of hazing in the form cyber-bullying. When my chapter of Sigma Nu came to the Louisiana Tech campus in 1961 one of the powerfully motivating factors in establishment of the colony was our firm opposition to hazing. That Sigma Nu still stands against this practice, and is a leader in speaking out against it, is encouraging indeed. How could we be true to our values and be otherwise?”
—Charles C. (Charlie) Chadbourn, III (Louisiana Tech, Alpha affiliate)

V. Chapter Educational Funds & Scholarship Accounts

Gary Nunnally (Eastern New Mexico) was a Sigma Nu Scholarship recipientin 1974. Today, he’s a donor to the Sigma Nu Educational Foundation, in part because of the benefit he received as a young man.

“In addition to brotherhood, leadership and honor, Sigma Nu has an ongoing commitment to excellence. That’s what scholarships are about; to assist worthy undergraduates who are serious students. Even though it was small dollars in today’s terms, the scholarship I received from Sigma Nu helped pay for my master’s degree. I contribute to the Foundation today because they contributed to me. I have a vested, personal interest because of what they did for me.”

Interested in giving towards housing improvements or a scholarship for brothers from your chapter?
Tax-deductible Foundation contributions can be earmarked for your chapter’s Educational Fund or Scholarship Account. Funds may be used to grant individual academic scholarships, support attendance at Fraternity educational events (Conclave or LEAD Sessions) or for other chapter-related educational needs, including house renovations.

Contributions are placed into a chapter account at the Foundation. Within five years the balance must reach $10,000 in Scholarship Accounts and $100,000 in Chapter Educational Funds. The first scholarship or grant will be awarded in the fiscal year after contributions totaling $10,000 or more have been made. Currently, more than 85 chapters maintain an account; they are named on the Sigma Nu Educational Foundation website:

Chapter Scholarship Accounts
Chapter Educational Funds

If you wish to establish a Chapter Scholarship Account and/or Chapter Educational Fund, please contact Brad Hastings.

VI. Financials

*Based upon unaudited financial statements.

VII. Foundation Board and Staff

2009-2010 FOUNDATION OFFICERS AND VOTING DIRECTORS

EXECUTIVE COMMITTEE
Robert A. “Bob” Gingras (Bowling Green) – Chairman
Don K.Densborn (Indiana) – Chairman Elect
William K. “Bill” Stoffer (Albion) – Immediate PastChairman
Carl G. Berry (Idaho) – Treasurer
Al Wurster (Purdue) – Secretary
Jason M. Lyons (Philadelphia) – At Large
David C. Ruegg (Berkeley) – At Large

VOTING DIRECTORS
Joseph S. “Joe” Baxter (Cal. State/Fullerton)
James L. Burton (Oklahoma)
James C. Cherry (Hampden-Sydney)
Joseph M. “Joe” Gilman (Morehead)
Craig H. Haesemeyer (Iowa)
Michael D. Long (Drury/SW Missouri)
Robert L. Marchman, III (Emory)
Joseph M. “Joe” Mason, Jr. (Florida)
C.David Nyman (Southern Utah)
Daniel Rodriguez (Arizona State)
Joseph F. Wood (Oregon State)
Harris E. “Gene” Yarbrough, III (Southern Methodist)

Sigma Nu Educational Foundation Staff

Brad Hastings (West Georgia)– President
Nicholas Murphy (Kentucky) – Chief Financial Officer
Joshua Nay (Gettysburg)– Associate Vice President of Operations
Jon Sprenger (Drury) – Director of Development
Erik Tomalis (Duquesne)– Vice President
Kirkland Wohlrab – Executive Assistant

Changes to the Sigma Nu Educational Foundation Board of Directors
Jason Lyons (Philadelphia) joined the Sigma Nu Educational Foundation Board of Directors this year as an At-Large member. Joe Baxter (Cal. State/Fullerton), Joe Gilman (Morehead), Joe Mason, Jr. (Florida) and Gene Yarbrough, III (Southern Methodist) joined as Voting Directors, and Dan Rodriguez (Arizona State), who has served since 1995, was named a Life Director.

The Foundation also recognizes the passing of Honorary Board Member Tom Lightsey, whose exceptional service to Sigma Nu Fraternity and the Sigma Nu Educational Foundation exemplified the true meaning of brotherhood. He will be greatly missed.

IN MEMORIAM
Honorary Board Member, Tom Lightsey (West Georgia)
In 1973, Dr. Tom J. Lightsey, joined Sigma Nu at West Georgia University as Theta Pi 62. He entered the Chapter Eternal on Jan. 25, 2010. Dr. Lightsey was a professor and administrator in the University System of Georgia, primarily State University of West Georgia and an ordained Free Will Baptist minister. After retirement, he pursued his lifelong interest in horticulture, landscape beautification, and eventual development of the Sigma Nu Daylily.

Dr. Lightsey was a dedicated Sigma Nu, first serving as faculty advisor for the newly chartered Theta Pi Chapter where he was initiated as an alumnus. He served on the chapter’s house corporation and as a Division Commander for Georgia and Alabama chapters.Brother Lightsey was instrumental in founding Iota Lambda (Jacksonville State)and Iota Pi (Southern Tech), and he served as Grand Historian from 1984-86. Brother Lightsey was also an Honorary Director for the Educational Foundationfrom 2004 – 2010.

New Foundation Board Members

VIII. Ways to Give

Tax-Deductible Giving
The Sigma Nu Educational Foundation is a 501(c)(3)organization and contributions are tax-deductible to the extent allowed by law. Alumni and friends of Sigma Nu choose to support the Sigma Nu Educational Foundation in numerous ways. Outright gifts and pledges provide more immediate funding for the current needs of the Foundation. Deferred gifts are useful for financial and estate planning. You may indicate whether your gift is for immediate use or to establish a named fund. Gifts may be either unrestricted or restricted for a specific purpose.

Gifts of Cash
Donors make gifts of cash the Sigma Nu Annual Giving Fund via cash, personal check, credit card, money order or bank draft. Thousands of generous alumni choose to support the Educational Foundation each year in this manner.

A Five-Year Pledge
While donors are encouraged to provide early and generous support, donations may be made over a five-year pledge period. The Foundation will send payment reminders each year. In addition, donors who make a total five-year pledge of at least $5,000 are eligible for membership in the 1869 Founders Circle; our premier annual giving society.

Gifts of Stock
Some donors may find that they are able to enhance their giving capability by making a donation of appreciated securities. Donations of appreciated stock often provide significant tax advantages to the donor through avoidance of capital gains tax and a charitable income tax deduction for the full market value of the stock at the time of the gift. Donors interested in this method of giving should consult their tax or investment advisor. The Foundation can help facilitate your stock donation.

Matching Gifts
Many companies encourage charitable giving by matching employee contributions to public charities. Your generous support of the Educational Foundation can go even further with a matching gift from your employer, and you, as the employee, receive credit for the gift.

Honorary and Memorial Gifts
For a unique and fitting tribute to a friend or loved one, consider a gift to the Foundation in honor or in memory. To make a commemorative gift, please include the following information with your contribution: name and chapter of honoree; name and address of family to which the acknowledgment will be sent; your name, address, chapter, phone number and any message you might want to include. The Foundation staff will forward notes to the family or honoree as requested in your contribution.

Planned Gifts
If you cannot make the significant gift that you would like to make with cash or appreciated securities today, another option to consider is an estate planned gift. Many alumni have determined that a planned gift allows them to make a significant gift to Sigma Nu without interrupting current personal cash flow needs. Such gifts can provide significant tax benefits as well as lifetime income for you and your family.

A bequest, paid-up life insurance policy, charitable gift annuity, charitable remainder trust, charitable lead trust or naming the Sigma Nu Educational Foundation as a beneficiary of a 401K plan are just a few examples of planned gifts. Deferred or planned gifts enable you to help meet Sigma Nu’s needs for the future and your personal financial needs today.

IX. Yates Legacy Society

Most people are familiar with the poem “The Bridge Builder.” This timeless poem tells the story of a man who builds a bridge, not for himself, but for generations to come. Sigma Nu is fortunate to have had such a builder in William P. “Bud” Yates (Beta Rho/Pennsylvania), who made a bequest to Sigma Nu in 1945. Brother Yates left three-quarters of his estate to Sigma Nu, resulting in the formation of the Sigma Nu Educational Foundation, Inc. To salute Brother Yates for his vision and generosity, The Yates Legacy Society was established in 2000.

The Yates Legacy Society includes those individuals who have designated the Sigma Nu Educational Foundation in their estate plans through bequests, life insurance, trusts or another documented plannedgift arrangement. To date, over 100 Brothers and/or their spouses have realized the tremendous benefits of making a planned gift to the Sigma Nu Educational Foundation.

TheYates Legacy Society Members
Anonymous
Margaret C. Davis
Mary Gorman
Amanda Koerth
William B. Oakley (Alabama)
*Durelle C. Lane (Albion)
William K. Stoffer (Albion)
Daniel Rodriguez (Arizona State)
*Robert N. (Bob) Maddox (Arkansas)
Evelyn C. (Mrs. John F.) Steen (Bethany)
Robert A. Gingras (Bowling Green)
Charles H. Weyhenmeyer, Jr. (Bradley)
*Howard H. and Margaret A. Braverman (Brown)
*W. Selden Steiger (Brown)
John D. Davies (Butler)
*Walter T. Smith (Butler)
James H. Reiman (Case Western)
James A. Owens (College of Charleston)
Gerald J. J. Starika (Colorado)
*William S. Smith (Colorado School of Mines)
James D. McCracken (Drury)
Michael D. Long (Drury/Missouri State)
Robert L. Marchman, III (Emory)
*James D. and Teresa M. Wright (Florida)
Don K. Martin (Georgia State)
James C. Cherry (Hampden-Sydney)
E. G. White (Indiana)
*Herman B. Wells (Indiana)
Craig H. Haesemeyer (Iowa)
David C. Underwood (Kansas State)
Richard W. and Ann T. Dodderidge (Kansas State)
Scott L. Dingle (Kentucky)
Austin S. and Tina O. Landry (La.Lafayette/Birmingham-Southern)
ChristopherW. Graham (Lamar)
Lomax Napper (Louisiana Tech)
Maurice E. Littlefield (Maine)
*Richard W. Averill (Maryland)
*Robert A. Webster, Jr. (Maryland)
*James E. Miles (Mercer)
*Michael D. Osterhout (Mercer)
*Charles L. Short (Miami/Ohio)
*Edward M. Roberts (Miami/Ohio)
Joseph A. Weber, Jr. (Michigan State)
Samuel E. Williams (Michigan State)
*J. Paul Scheetz (Missouri)
Joseph M. Gilman (Morehead)
Randall L. Ward (N.C. State)
William W. Palmer (Norwich)
Gavin R. Larrimer (Ohio State)
*Raymond W. Klink (Ohio State)
*Charles Mavity (Oklahoma State)
Douglas A. Benson (Oregon)
Wayne H. Gillis (Samford)
*Arthur B. Chitty, Jr. (Sewanee)
BruceA. Roullard (Southern Maine)
Harris E. Yarbrough, III (Southern Methodist)
Thomas R. Panko (Southern Miss./LSU)
*Fred R. Wittnebert (Stevens Institute of Technology)
Don C. Fancher (Tennessee)
*Lee A. and Reba Goins Absher (Tennessee)
*Irvin K. and Frances G. Garrett (UCLA)
Gerald R. Sherratt (Utah State)
*Arthur B. Rupert (Vermont)
E. Thomas Eggert, II (Vermont)
*Oliver G. Ludwig (Villanova)
Richard M. Marcks (Virginia)
David W. Stockmeier (Virginia Wesleyan)
*Joseph G. Cutler (Washington)
Brent C. Sobol (Washington in St. Louis)
*Willis W. Stevenson (Western Reserve)
George E. Holy (Westminster)

*Deceased

If you are planning to include or have already included Sigma Nu in your estate plans, please be sure to notify the Foundation so that we may recognize you as a member of The Yates Legacy Society.

X. Giving Societies

Cumulative giving societies and annual giving clubs have been established to recognize the generosity of the Foundation’s most loyal donors:

Annual Giving Clubs:

Honor Roll	$1.00 – $99.00
Century Club	$100.00 – $249.00
White Star Club	$250.00 – $499.00
Order of Knights	$500.00 – $999.00
Founders Club	$1,000.00 – $2,499.00
1869Founders Circle	$1,000.00/year or higher with a 5 year commitment
Presidents Club	$2,500.00 – $4,999.00
21st Century Club	$5,000.00 – higher

Cumulative Giving Societies

The Legion of Honor Society recognizes lifetime cumulative donations between $5,000 and $9,999.
The Sword Society recognizes lifetime cumulative donations between $10,000 and $24,999.
The Shield Society recognizes lifetime cumulative donations between $25,000 and $99,999.
The Rock Society recognizes lifetime cumulative donations between $100,000 and $249,999.
The Rose Society recognizes lifetime cumulative donations between $250,000 and $499,999.
The Benefactors Society recognizes lifetimecumulative donations between $500,000 and $999,999.
The Founder’s Society recognizes lifetimecumulative donations of $1,000,000 or more.

XI. Donor Listing

For a complete list of 2009-2010 donors, please visit the Annual Giving section of the Sigma Nu Educational Foundation website.

As a 501(c)(3) charitable foundation, the Sigma Nu Educational Foundation, Inc. (Tax ID #54-6035735) provides you with numerous opportunities to positively impact both your current and future taxliabilities, and the future of Sigma Nu as well. Thank you for your consideration and support of this worth while endeavor.

The Creed of Sigma Nu
To believe in the life of love,
To walk in the way of honor,
To serve in the light of truth,
This is the life, the way and the light of Sigma Nu,
This is the creed of my fraternity.