Chapter Excellence Funds Serve Many Different Needs

By October 4, 2013News

Nearly 20 years ago Dave Davis, Theta Delta 1973 proposed what was considered to be a radical idea for the Chi Phi Educational Trust. Dave asked the Trust to consider establishing special endowment funds for Chi Phi Chapters. He suggested naming the funds Chapter Excellence Funds (CEF) and thought alumni around the nation would jump at the chance to make a tax-deductible gift for their Chapter.

“I really viewed the CEFs as a win-win situation,” said Dave. “Local organizations can work with the Trust, provide their donors with tax-deductible giving options and then use those funds for educational purposes or borrow them, repay their CEF and the Trust, and have those funds available for educational purposes in the future. How can you lose?”

The Trust decided to test this concept with Daves Chapter at the University of Florida. The Theta Delta Chapter Excellence Fund was an immediate success. Slowly these funds spread to more and more Chapters. In 2011, as part of the Changing Lives Campaign, the Trustees decided that it was time to establish a fund for every Chi Phi Chapter.

“Our goal is to create a Chapter Excellence Fund of at least $25,000 for every Chi Phi Chapter,” noted Trust Chairman Christopher Shuler, Alpha Zeta 1984. “We want each Chapter to have resources available to them, through the Educational Trust, to award scholarships, conduct leadership retreats and send their promising members to educational programs.

Shuler continued, “We’re making the investment in staff to help our Chapters raise money. We have true development professionals from OmegaFi that we’re working with, and they stand ready to work directly with local Alumni and student leaders to enhance and maximize Chapter fundraising efforts.”

Directors of Development, Elizabeth Knott and Nick Holmes, Theta Delta 2010 have already worked with several Chapters to help fund a variety of programs and scholarships. Gamma and Iota Colonies worked with the Trust to raise funds as they prepared to return to campus. Gamma raised $85,000 to fund scholarships and educational programs for future Chi Phi Brothers. Iota raised nearly $50,000 to assist with educational training provided by CAMPUSPEAK for new Colony Brothers.

Eta Chapter at the University of Georgia has raised nearly $1.5 million through their CEF to build educational space in a new Chapter House. Alpha Chapter has raised over $250,000 to provide scholarships to Brothers. The CEF can only be used for members of the Chapter.

Each year Alumni and Actives work together to determine how to best spend the money. CEFs help provide local scholarships, send Brothers to educational programs and build or renovate educational space in Chapter Houses. In the 2012“13 academic year CEFs provided $484,550 in grants and scholarships.

œChi Phi recognizes that to build better men, we must build better Chapters. Chapter strength has a direct impact on the quality of the undergraduate experience, stated Grand Alpha Jim Soderquist, Alpha 1967.

Many Alumni often ask, œwhy should I make a gift to my Chapters Chapter Excellence Fund when I can make a gift directly to my Chapter or alma mater? There are four key reasons:

  1. Your gift will be handled by responsible Trustees to ensure the money is used for its intended purposed and invested wisely.
  2. Your gift establishes a long-term reserve for your Chapter to draw upon for educational purposes and future house construction and renovation loans.
  3. Your gift is not œheld hostage or subject to intense bureaucracy the way it might be if it is subject to fickle rules and management styles of changing Alumni Advisors or university administrators.
  4. Your gift is tax-deductible. Gifts to a chapter house corporation or Alumni Associations do not enjoy similar tax benefits.

The Chi Phi Educational Trust is committed to assisting each Chapter build their CEF through the Changing Lives Campaign. œWe have already exceeded the $2.1 Million goal for Chapter Excellence Funds set through the Changing Lives Campaign,” explained Senior Director of Development Elizabeth Knott. “But we know the impact a CEF can have on the success of a Chapter. The Trust is committed to helping all Chapters raise at least $25,000 for their CEF.”

Chapters interested in learning more about how they can work with the Educational Trust and Changing Lives Campaign to expand their local fundraising efforts should contact Senior Director of Development Elizabeth Knott at 800.849.1824 or

Key Features of a Chapter Excellence Fund

$5,000 – minimum balance to begin spending
501(c)(3) “ IRS section governing the CEF and tax-deductible advantages provided to CEF donors
5.0% – annual fund balance available for spending
2.5% – annual administrative fee
5.0% – per donation administration fee
May 31 “ deadline to make spending recommendations to the Trust
$2,170,032 “ raised for Chapter Excellence through the Changing Lives Campaign, exceeding the original goal by $70,000.



    • This is the perfect website for anyone who really wants to understand this topic.

      You realize so much its almost hard to argue with you (not that
      I really would want to…HaHa). You definitely put a fresh spin on a
      subject that has been written about for years.
      Great stuff, just excellent! 0mniartist asmr

    • Hi there! I just wanted to ask if you ever have any problems with hackers?
      My last blog (wordpress) was hacked and I ended up losing many months of hard work due
      to no data backup. Do you have any solutions to protect against hackers?
      asmr 0mniartist

    • 0mniartist says:

      I used to be able to find good info from your content.
      0mniartist asmr

    • Hmm is anyone else having problems with the pictures on this blog loading?
      I’m trying to find out if its a problem on my end
      or if it’s the blog. Any responses would be greatly appreciated.
      asmr 0mniartist

    • says:

      It’s the best time to make a few plans for the long
      run and it’s time to be happy. I have learn this publish and if I may I want
      to recommend you some interesting things or tips. Maybe you can write subsequent articles referring to this article.
      I want to read even more things approximately it!
      asmr 0mniartist

    • says:

      Thanks for finally talking about > Chapter Excellence
      Funds Serve Many Different Needs – Chi Phi Trust < Loved it! 0mniartist asmr

    • Its like you read my mind! You seem to know a lot
      about this, like you wrote the book in it or something.

      I think that you could do with a few pics to drive
      the message home a bit, but instead of that, this is wonderful blog.

      A great read. I’ll certainly be back.

    • it asmr says:

      My brother recommended I might like this web site. He used to be totally right.
      This put up truly made my day. You cann’t consider just how a lot time I had spent for this information!

    • asmr is says:

      Hi Dear, are you really visiting this web site regularly, if so after that you will definitely get pleasant know-how.

    • are asmr says:

      Hi! Quick question that’s completely off topic.

      Do you know how to make your site mobile friendly? My website looks weird when browsing
      from my iphone4. I’m trying to find a theme or plugin that might
      be able to resolve this problem. If you have any recommendations,
      please share. Thanks!

    • gamefly it says:

      Very nice post. I simply stumbled upon your blog and wanted to
      mention that I’ve really loved browsing your weblog posts.
      After all I will be subscribing for your feed and I hope you write again soon!

    • off asmr says:

      I really love your site.. Great colors & theme. Did you create this
      amazing site yourself? Please reply back as I’m looking to create
      my own personal site and would like to find out where you got this from or just what the theme is named.
      Thank you!

    • says:

      It is perfect time to make a few plans for the longer term and it’s time to be happy.
      I have learn this submit and if I may just I wish to recommend you some attention-grabbing issues or advice.
      Perhaps you can write next articles relating to this article.
      I wish to learn more things approximately it!

    • Velva says:

      Amazing! Its actually remarkable post, I have got much clear idea regarding from this paragraph.

    • our asmr says:

      We are a bunch of volunteers and starting a brand new scheme
      in our community. Your site offered us with helpful information to
      work on. You’ve performed a formidable task and our whole
      group shall be grateful to you.

    • asmr was says:

      Greetings from Ohio! I’m bored to death at work so I decided to browse your blog on my iphone during lunch break.
      I really like the info you present here and can’t wait to
      take a look when I get home. I’m surprised at how quick your blog loaded on my mobile ..
      I’m not even using WIFI, just 3G .. Anyhow,
      amazing blog!

    Leave a Reply