Difference between revisions of "Phi Sigma Pi Foundation"

From PhiSigmaPiWiki
m
 
(48 intermediate revisions by 5 users not shown)
Line 1: Line 1:
 
The '''Phi Sigma Pi Foundation''' exists to generate, preserve and provide financial resources for Phi Sigma Pi National Honor Fraternity’s educational, leadership and charitable programs as a means to recognize individual and professional distinction within the brotherhood and its communities.
 
The '''Phi Sigma Pi Foundation''' exists to generate, preserve and provide financial resources for Phi Sigma Pi National Honor Fraternity’s educational, leadership and charitable programs as a means to recognize individual and professional distinction within the brotherhood and its communities.
  
This non-profit organization was formed in August of 2005 by a small group of Phi Sigma Pi alumni who sought to enhance the realtionship between Phi Sigma Pi National Honor Fraternity and its financial supporters for the purposes of furthering the fraternity's ability to impact the lives of undergraduate brothers and to protect the fraternity's financial and legal assets.
+
This non-profit organization was formed in August of 2005 by a small group of Phi Sigma Pi alumni who sought to enhance the relationship between Phi Sigma Pi National Honor Fraternity and its financial supporters for the purposes of furthering the fraternity's ability to impact the lives of undergraduate brothers and to protect the fraternity's financial and legal assets.
  
 
As of July 2007, the Foundation consists of almost thirty members dedicated to the cause of providing the fraternity with the financial means to enhance the brotherhood beyond what mere undergraduate dues can provide.  The Foundation is led by a seven-person Board of Directors elected for three-year rotating terms, and is managed by an Executive Director responsible for the day-to-day activities of the organization.
 
As of July 2007, the Foundation consists of almost thirty members dedicated to the cause of providing the fraternity with the financial means to enhance the brotherhood beyond what mere undergraduate dues can provide.  The Foundation is led by a seven-person Board of Directors elected for three-year rotating terms, and is managed by an Executive Director responsible for the day-to-day activities of the organization.
Line 14: Line 14:
 
[[Herbert Higginbotham]] was asked by [[Joshua Marder]], Vice-President of Finance for the Fraternity, to assist in the start-up of the Foundation.  Herb’s skills of management, follow-through and networking allowed for Herb to be elected as Vice President to the Foundation in 2005.
 
[[Herbert Higginbotham]] was asked by [[Joshua Marder]], Vice-President of Finance for the Fraternity, to assist in the start-up of the Foundation.  Herb’s skills of management, follow-through and networking allowed for Herb to be elected as Vice President to the Foundation in 2005.
  
Within months a team of volunteers were recognized as the chartering Foundation Board of Directors.  Just over a year later, the organization completed the admistrative processes to become a corporation within the state of Pennsylvania and be recognized as a federally tax-exempt Section 501(c)(3) charitable organization.
+
Within months a team of volunteers were recognized as the chartering Foundation Board of Directors.  Just over a year later, the organization completed the administrative processes to become a corporation within the state of Pennsylvania and be recognized as a federally tax-exempt Section 501(c)(3) charitable organization.
  
 
==Board Members==
 
==Board Members==
The Phi Sigma Pi Foundation is led by the following Board of Directors for the 2006-07 term:
+
The Phi Sigma Pi Foundation is led by the a Board of Directors elected for multi-year terms, in a rotating schedule. Below is the current Foundation Board of Directors:
  
* [[Carlye Buchanan]], President
+
* TBD
* [[Jeffrey Sugar]], Director of Membership
 
* [[Odelle Heimiller]], Director of Finance
 
* [[Adrianne Steichen]], Director of Philanthropy
 
* [[Herbert Higginbotham]], Director of Fundraising
 
* [[John Finnegan]], Director of Charitable Development
 
* [[Steven DiGuiseppe]], Director of Communcations
 
  
 
Past Directors include:
 
Past Directors include:
* [[Britt Marder]]
+
* [[Jonah Goodman]], Director
* [[Gene Seevers]]
+
* [[Mike Landisman]], Director
* [[Ryan Marquiss]]
+
* [[Mark Pabst]], Director
 +
* [[Katie Martin Peachey]], Director
 +
* [[Jeremy Reed]], Director
 +
* [[Frank Sanders]], Director
 +
* [[Beth Walsh]], Director
 +
* [[Stella Maher]] (2011-2014, National President 2012-2014)
 +
* [[Josh Lazar]], (2011-2014, Vice President of Finance 2012-2014)
 +
* [[Becky Leach-Seymour]], (2011-2014)
 +
* [[Colleen Donathan]] (2009-2012, National President 2011-2012)
 +
* [[Shane Miller]] (2008-2012, National Secretary)
 +
* [[Brittany Bodart]] (2011-2012)
 +
* [[Josh Marder]] (2011-2012)
 +
* [[Dave Batts]] (2009-2011, Vice President of Finance)
 +
* [[Carlye Buchanan]] (2005-2011, President)
 +
* [[Ted Daniels]] (2009-2011)
 +
* [[Steven DiGuiseppe]] (2007-2009)
 +
* [[John Finnegan]] (2005-2008)
 +
* [[Odelle Heimiller]] (2005-2009, Treasurer)
 +
* [[Herbert Higginbotham]] (2005-2008, Vice-President)
 +
* [[Jeff Johnson]] (2008-2009, Vice-President of Finance)
 +
* [[Britt Marder]] (2005-2006)
 +
* [[Ryan Marquiss]] (2005-2007, National Secretary)
 +
* [[Gene Seevers]] (2005-2006)
 +
* [[Travis Smith]] (2009-2011)
 +
* [[Alexandra Spirer]] (2009-2011)
 +
* [[Adrianne Steichen]] (2006-2009, Director of Philanthropy)
 +
* [[Jeffrey Sugar]] (2006-2008, Director of Membership)
  
==Board Committees==
+
{|  style="border-collapse:collapse;background:white;" cellpadding=5px
The Board utilizes several committees comprised of Foundation Members who work to advance various aspects of the organization:
+
|- style="font-weight:bold; text-align:center; background:brown; color:white;"
* Investment Committee
+
  ! colspan=11 style=" border-bottom:1.5px solid black"|The Phi Sigma Pi Foundation Board of Directors
* Gifts and Solicitation Committee
+
|-
* Corporate Gifts Committee
+
| align=center style="border:1px solid gray;"|Director
* Finance Committee
+
| align=center style="border:1px solid gray;"|2005-06
* Nominations Committee
+
| align=center style="border:1px solid gray;"|2006-07
* Communication Committee
+
| align=center style="border:1px solid gray;"|2007-08
 +
| align=center style="border:1px solid gray;"|2008-09
 +
| align=center style="border:1px solid gray;"|2009-10
 +
| align=center style="border:1px solid gray;"|2010-11
 +
| align=center style="border:1px solid gray;"|2011-12
 +
| align=center style="border:1px solid gray;"|2012-13
 +
| align=center style="border:1px solid gray;"|2013-14
 +
| align=center style="border:1px solid gray;"|2014-15
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Carlye Buchanan]]
 +
| colspan=6 align=center style="background:#ffff99;"|2005-2011
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Odelle Heimiller]]
 +
| colspan=4 align=center style="background:#ccffcc;"|2005-2009
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Herb Higginbotham]]
 +
| colspan=3 align=center style="background:#FFE5B4;"|2005-2008
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[John Finnegan]]
 +
| colspan=3 align=center style="background:#eeeeee;"|2005-2008
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Ryan Marquiss]]
 +
| colspan=2 align=center style="background:#ccccff;"|2005-2007
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Britt Marder]]
 +
| colspan=1 align=center style="background:#eeeeee;"|2005-2006
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Gene Seevers]]
 +
| colspan=1 align=center style="background:#eeeeee;"|2005-2006
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Adrianne Steichen]]
 +
|
 +
| colspan=3 align=center style="background:#eeeeee;"|2006-2009
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Jeffrey Sugar]]
 +
|
 +
| colspan=2 align=center style="background:#eeeeee;"|2006-2008
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Steven DiGuiseppe]]
 +
|
 +
|
 +
| colspan=2 align=center style="background:#eeeeee;"|2007-2009
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Shane Miller]]
 +
|
 +
|
 +
|
 +
| colspan=4 align=center style="background:#ccccff;"|2008-2012
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Brittany Bodart]]
 +
|
 +
|
 +
|
 +
| colspan=1 align=center style="background:#eeeeee;"|2008-2009
 +
|
 +
|
 +
| colspan=1 align=center style="background:#eeeeee;"|2011-2012
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Jeff Johnson]]
 +
|
 +
|
 +
|
 +
| colspan=1 align=center style="background:#FFE5B4;"|2008-2009
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Dave Batts]]
 +
|
 +
|
 +
|
 +
|
 +
| colspan=2 align=center style="background:#FFE5B4;"|2009-2011
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Colleen Donathan]]
 +
|
 +
|
 +
|
 +
|
 +
| colspan=2 align=right style="background:#eeeeee;"|2009-
 +
| colspan=1 align=left style="background:#ffff99;"|2012
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Ted Daniels]]
 +
|
 +
|
 +
|
 +
|
 +
| colspan=2 align=center style="background:#eeeeee;"|2009-2011
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Travis Smith]]
 +
|
 +
|
 +
|
 +
|
 +
| colspan=2 align=center style="background:#eeeeee;"|2009-2011
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Alex Spirer]]
 +
|
 +
|
 +
|
 +
|
 +
| colspan=2 align=center style="background:#eeeeee;"|2009-2011
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Josh Lazar]]
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
| colspan=1 align=right style="background:#eeeeee;"|2011
 +
| colspan=1 align=center style="background:#FFE5B4;"|-
 +
| colspan=1 align=left style="background:#eeeeee;"|2014
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Becky Leach-Seymour]]
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
| colspan=3 align=center style="background:#eeeeee;"|2011-2014
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Stella Maher]]
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
| colspan=1 align=right style="background:#eeeeee;"|2011
 +
| colspan=1 align=center style="background:#ffff99;"|-
 +
| colspan=1 align=left style="background:#eeeeee;"|2014
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Josh Marder]]
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
| colspan=1 align=center style="background:#eeeeee;"|2011-2012
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Jeremy Reed]]
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
| colspan=4 align=center style="background:#eeeeee;"|2011-2015
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Mike Landisman]]
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
| colspan=1 align=right style="background:#ccccff;"|2012-
 +
| colspan=2 align=left style="background:#eeeeee;"|2015
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Mark Pabst]]
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
| colspan=3 align=center style="background:#eeeeee;"|2012-2015
 +
|-
 +
| colspan=1 align=center style="border:1px solid gray;"|[[Katie Peachey]]
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
|
 +
| colspan=3 align=center style="background:#eeeeee;"|2012-2015
 +
|-
 +
|
 +
|
 +
| colspan=3 align=center style="background:#ffff99;"|National President
 +
|-
 +
|
 +
|
 +
| colspan=3 align=center style="background:#FFE5B4;"|Vice-President (of Finance)
 +
|-
 +
|
 +
|
 +
| colspan=3 align=center style="background:#ccccff;"|National Secretary
 +
|-
 +
|
 +
|
 +
| colspan=3 align=center style="background:#ccffcc;"|Treasurer
 +
|-
 +
|}
 +
 
 +
==Membership==
 +
Foundation membership is granted to Brothers who have given $250 to the Phi Sigma Pi Foundation over the course of their lifetime.  Membership is maintained by an annual gift of $100 to the Foundation.  A member of the Phi Sigma Pi Foundation has the right to:
 +
* attend any meetings of the membership (including the Annual Membership Meeting which takes place at Phi Sigma Pi's [[National Convention]])
 +
* vote in any matters brought before the membership (including the election of the Board of Directors)
 +
* and run for a three-year position on the Board of Directors.
 +
The National Office sends invitations to newly-eligible Brothers on a monthly basis.  Membership is based on the calendar year.
 +
 
 +
''See [[List of Foundation Members]].''
  
 
==Meetings==
 
==Meetings==
 
* An annual Member meeting is held every summer for the purpose of reporting progress, discussing business, and electing directors to the Board.  Periodic e-newsletters are also used to keep the membership abreast of the organization's direction.
 
* An annual Member meeting is held every summer for the purpose of reporting progress, discussing business, and electing directors to the Board.  Periodic e-newsletters are also used to keep the membership abreast of the organization's direction.
* The Board of Directors meets regularly four times a year, and additionally as needed.  Board committees meet as needed.
+
* The Board of Directors meets regularly during the year.
 
 
==Current Initiatives==
 
* '''Subrosa Fund – Member in need''': The Subrosa Fund is currently funded by the Fraternity’s general operating budget with $2000 allotted for the 2007 fiscal year.
 
* '''Todd Tripod Scholarship (undergraduate scholarship)''': The Todd Tripod Scholarship is currently funded by the Fraternity’s general operating budget of the Fraternity as well as from an annual grant from The Dean’s List totaling $1,500 annually to a single recipient.
 
* '''Wood Graduate Scholarship (graduate scholarship)''': The Wood Graduate Scholarship, while fully funded at $25,000, is currently funded by the Fraternity’s general operating budget totaling $1,000 awarded annually to a single recipient.
 
* '''Regional Conference Grants (educational development)''': The grant monies for the twelve Regional Conference Grants are currently funded by the Fraternity’s general operating budget.  $500 for each regional conference ($6,000) is budgeted.
 
* '''Leadership Institute (educational and personal development training)''': The three hour program on average has 300 - 400 registered attendees. The programming activities focus on leadership and management development, personal growth (interviewing skills) and idea trade/best practices shows. Currently the program is being fully funded through the attendees’ event registration.
 
* '''Keynote Speakers (educational and motivational development)''': Professional speakers are contracted to deliver keynotes at our national event. This is provided to heighten the members’ educational experience and member motivation.
 
* '''Networking receptions and annual awards banquet''': National Alumni Association reception(s) and annual awards banquet are attended by 100 to 350 attendees respectively. The reception is attended by graduating seniors looking to cultivate new relationships with established alumni and is funded by the attendees’ event registration. The latter event is attended by 300-400 attendees and is currently funded by the Fraternity’s operating budget.
 
* '''Preservation of assets''': Protection of Fraternity assets would cover; three scholarships (Todd, Wood and restricted Dolehanty (Beta Sigma) and one endowment fund (Subrosa)) held / managed, the Fraternity’s goodwill and trademarks and its largest asset to date, the mortgage-free land/building. All expenses associated with these assets are expensed through the operating fund.
 
* '''Region Consultant program (training and mission focused development)''': The Fraternity currently provides five dedicated staff members to the daily chapter operations (four region consultants and the director of member services). This program provides onsite visits to perform evaluations, training and development. The consultants serve as a liaison and communicate the needs of the local chapters back to the National Office. Additionally, this program provides emergency visitation and supplementary resources for such activities as recruiting.
 
* '''New Chapter Establishment''': The Fraternity targets three universities a year to create stability and encourage growth. The Fraternity currently invests $7,000 per newly established chapter. This investment is not fully funded through the dues and charter fees of the new members and is currently funded through the Fraternity’s operating budget.
 
* '''Philanthropic Endeavors''': Financial assistance to Phi Sigma Pi’s chosen philanthropic endeavors (currently Teach for America based in New York, New York) to reach new levels. The present solution is to ask members to collect school supplies to be donated. We are looking to heighten this commitment through co-sponsorships of campus speakers/discussion panels and TFA recruiting efforts. These initiatives currently will come at the chapter’s expense.
 
  
==Future Initiatives==
+
==Initiatives==
As the Foundation focuses on strengthening the Fraternity’s current programming, the Foundation sets these programming/service goals:
+
''Main Article: [[Phi Sigma Pi Foundation Initiatives]]''
* Endow technological advancements to remain competitive (i.e. Podcasting, wiki utilization for online training, online event registration software)
+
[[Category:Phi Sigma Pi Foundation]]
* Make available convention registration grants to enhance member experience
 
* Offer TFA/Phi Sigma Pi member grants
 
* Provide renown keynote speakers at national events that will be open to the public
 
* Provide 10 fully endowed scholarships for students, alumni, high school students
 
* NAA receptions / alumni networking events
 

Latest revision as of 11:59, 28 July 2023

The Phi Sigma Pi Foundation exists to generate, preserve and provide financial resources for Phi Sigma Pi National Honor Fraternity’s educational, leadership and charitable programs as a means to recognize individual and professional distinction within the brotherhood and its communities.

This non-profit organization was formed in August of 2005 by a small group of Phi Sigma Pi alumni who sought to enhance the relationship between Phi Sigma Pi National Honor Fraternity and its financial supporters for the purposes of furthering the fraternity's ability to impact the lives of undergraduate brothers and to protect the fraternity's financial and legal assets.

As of July 2007, the Foundation consists of almost thirty members dedicated to the cause of providing the fraternity with the financial means to enhance the brotherhood beyond what mere undergraduate dues can provide. The Foundation is led by a seven-person Board of Directors elected for three-year rotating terms, and is managed by an Executive Director responsible for the day-to-day activities of the organization.

Members are recognized as the foremost supporters of Phi Sigma Pi National Honor Fraternity and its mission. The Foundation welcomes alumni brothers and non-alumni alike to join the organization or offer their financial or in-kind support to further the goals and vision of the Foundation and Fraternity.

History

Although the initial development efforts began in 2004 with the Phi Sigma Pi National Honor Fraternity Grand Chapter’s approval, the Foundation’s structure was not formalized until the August 2006. The organization has completed the necessary registration with the Commonwealth of Pennsylvania and with the IRS to enter full-scale operations.

Carlye Buchanan, CPA had the original concept of a foundation while serving on the National Council of Phi Sigma Pi National Honor Fraternity. The purpose behind needing a separate entity was to provide: asset protection, raise funds for educational programming which otherwise are not available to fraternities, and better leverage alumni support by not having the fundraising duty be a major focus for the already hands-on National Council. She proposed a plan to establish a foundation to the Phi Sigma Pi Grand Chapter at which time they approved the concept of creating the entity.

Herbert Higginbotham was asked by Joshua Marder, Vice-President of Finance for the Fraternity, to assist in the start-up of the Foundation. Herb’s skills of management, follow-through and networking allowed for Herb to be elected as Vice President to the Foundation in 2005.

Within months a team of volunteers were recognized as the chartering Foundation Board of Directors. Just over a year later, the organization completed the administrative processes to become a corporation within the state of Pennsylvania and be recognized as a federally tax-exempt Section 501(c)(3) charitable organization.

Board Members

The Phi Sigma Pi Foundation is led by the a Board of Directors elected for multi-year terms, in a rotating schedule. Below is the current Foundation Board of Directors:

  • TBD

Past Directors include:

The Phi Sigma Pi Foundation Board of Directors
Director 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15
Carlye Buchanan 2005-2011
Odelle Heimiller 2005-2009
Herb Higginbotham 2005-2008
John Finnegan 2005-2008
Ryan Marquiss 2005-2007
Britt Marder 2005-2006
Gene Seevers 2005-2006
Adrianne Steichen 2006-2009
Jeffrey Sugar 2006-2008
Steven DiGuiseppe 2007-2009
Shane Miller 2008-2012
Brittany Bodart 2008-2009 2011-2012
Jeff Johnson 2008-2009
Dave Batts 2009-2011
Colleen Donathan 2009- 2012
Ted Daniels 2009-2011
Travis Smith 2009-2011
Alex Spirer 2009-2011
Josh Lazar 2011 - 2014
Becky Leach-Seymour 2011-2014
Stella Maher 2011 - 2014
Josh Marder 2011-2012
Jeremy Reed 2011-2015
Mike Landisman 2012- 2015
Mark Pabst 2012-2015
Katie Peachey 2012-2015
National President
Vice-President (of Finance)
National Secretary
Treasurer

Membership

Foundation membership is granted to Brothers who have given $250 to the Phi Sigma Pi Foundation over the course of their lifetime. Membership is maintained by an annual gift of $100 to the Foundation. A member of the Phi Sigma Pi Foundation has the right to:

  • attend any meetings of the membership (including the Annual Membership Meeting which takes place at Phi Sigma Pi's National Convention)
  • vote in any matters brought before the membership (including the election of the Board of Directors)
  • and run for a three-year position on the Board of Directors.

The National Office sends invitations to newly-eligible Brothers on a monthly basis. Membership is based on the calendar year.

See List of Foundation Members.

Meetings

  • An annual Member meeting is held every summer for the purpose of reporting progress, discussing business, and electing directors to the Board. Periodic e-newsletters are also used to keep the membership abreast of the organization's direction.
  • The Board of Directors meets regularly during the year.

Initiatives

Main Article: Phi Sigma Pi Foundation Initiatives