Third Annual March Mania Challenge Kicks Off

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Basketball teams from colleges and universities all over the country are vying to be one of the 68 programs selected to play in the NCAA Tournament. They are working hard for bragging rights, to carve their legacy in NCAA history and to honor their schools.

The Chi Phi March Mania Challenge offers the same opportunity for Alumni all over the country. The Challenge is about bragging rights, honoring your Chapter, continuing your legacy and providing for the next generation. While the 68 best basketball teams in the country compete for the national championship, we need your help to raise $68,000 to support your Chapter and Chi Phi Scholarships.

For this Challenge, you don’t need a great jump shot to help your Chapter score points. Every dollar you pledge to the Chi Phi Educational Trust before April 7 will score one point for your chapter. By making a pledge of any amount, you will score points to help your Chapter claim victory. More importantly, you’ll provide scholarships for Chi Phi Brothers and educational programs for your Chapter.

Each Chi Phi Chapter has been bracketed (download brackets) and is poised for glory. Winning Chapters will receive a trophy, be featured in the Chakett and be highlighted on our website. Help your Brothers score big by visiting www.chiphicampaign.com/donate before April 7.

We are also looking for coaches to help guide their Chapters to victory. If you are interested in joining the March Mania Coaching Crew contact Director of Development, Nick Holmes at holmes@chiphi.org or 404.231.1824.




  • Friend of Chi Phi Makes $100,000 Investment in Eta

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    By Beth Vaughn, Senior Director of Development

    Today, I received a phone call that most foundations hope to receive this time of year.  A friend of Chi Phi, who wishes to remain anonymous, called to let me know he was sending a $100,000 check to the national office for the Eta Chapter Excellence Fund.

    He had decided to make this gift after speaking with Eta Alumnus, Jim Wimberly, Eta 1965.  Jim had described how Eta built a new Chapter House at the University of Georgia. Jim spoke with passion about the house serving as a home away from home, a place to make life-long friends, a place to learn…a place where better men are built.  Jim also spoke with passion about his own support of the Chapter house and how other alumni were contributing to the Chapter Excellence Fund to make the dream house a reality.

    Jim’s friend quickly understood the role the Chi Phi house played in Jim’s own life and how hundreds of young men could benefit from his support.  He also knew with only 11 days left in 2013, he had to act to take advantage of the IRA charitable rollover.

    The IRA charitable rollover allows people age 70 1/2 and older to give up to $100,000 to charity and count that toward the minimum required distribution an individual would otherwise be required to take.  This on again off again rule, was reinstated by Congress in late 2012 and will only last until December 31, 2013.

    Donating IRA assets to a charity like the Chi Phi Educational Trust, a registered 501(c)3 organization, has many tax advantages.  The sum of the donation is removed from the donor’s adjusted gross income and, unlike some charitable gifts, IRA charitable rollover gifts are not subject to percentage limitations.  Plus, making a donation rather than taking the minimum required distribution may allow some donors to avoid penalties that come with higher adjusted gross incomes, such as higher Medicare premiums.

    Donors can also make gifts of up to $100,000 from an IRA without using that amount to satisfy their mandatory annual minimum required distributions. So if an individual has already taken his or her 2013 distribution, he or she can still make a gift before it’s too late.

    Currently, there are no Congressional discussions to extend the IRA charitable rollover rule. This means donors must get their gift to Chi Phi or their charity of choice in the next 11 days.

    In these 11 short days, our friend of Chi Phi will reduce his 2013 tax burden and change the lives of generations of Eta Chapter Brothers.  If you are interested in learning more about how you can do the same for your tax burden and Chapter, contact Director of Development, John Fisher at 404.231.1824 or fisher@chiphi.org.

     




  • Do You Have a Funeral File?

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    By Fred Maglione, CFRE, JD

    It’s been nearly two years, since Chi Phi said goodbye to E. Owen Parry, Alpha 1965. Parry spent many years leading the Alpha Alumni Association, Alpha Home Association and working nationally as a Trustee and Vice Chairman of the Chi Phi Educational Trust. He cared deeply about Chi Phi, running the fraternity like a business and providing the flexibility and latitude undergraduates need to learn and mature in a fraternal environment.

    Parry died rather quickly from cancer. He passed within eight weeks of his diagnosis. It was sudden, and it upset a lot of people.

    At his funeral service in Charlottesville, Virginia, pastor, Dr. Heather Warren, explained how Owen had come to see her just a few days after he received the news from his doctor.

    “He walked right into my office with a big file folder tucked under his arm,” she explained. “We discussed his situation, and he pulled out his file. It was his funeral file. He had spent years saving portions of the programs he liked from funerals he attended, clipping his favorite Bible verses and compiling the sheet music from his favorite hymns and operas.”

    To those who knew Owen, it’s no surprise that he planned almost every detail of his own funeral.

    Owen was an organizer. A doer. He was also an insurance man having spent his entire career working his way up the corporate ladder at Cigna Insurance. He left very little to chance – including his own funeral and his plan for life after he was gone.

    What are you leaving to chance? Do you have a funeral file? At the very least, do you have a Last Will and Testament to decide how your assets are distributed after your death?

    Each year, nearly 55% of Americans who die have not signed a Will. They let the default rules established by their state legislatures decide who should receive their assets. Very often, federal and state governments receive sizeable distributions as a result of both estate and capital gains taxes.

    Very few people like to think about their own death. Even fewer like to plan for it. But a little advance planning can go a long way and provide a lot more money for your heirs.

    Consult with an attorney or accountant. Get some advice about how to protect and support the individuals and institutions you value most. Take control of the financial decisions that will be made after your death. Don’t leave it up to the government to make those decisions for you.

    As you contemplate these important decisions, keep in mind that leaving some money or property to a charitable institution can have many positive benefits. In some cases, leaving money outright to charity reduces your estate lax liability and can actually provide you with a larger amount to leave to your family and friends. If you leave highly appreciated stock to an individual, they’ll pay significant capital gains taxes when they sell the property. You could leave that money to charity and avoid anyone having to pay the capital gains on it. Better yet, create a charitable trust by giving the property to the charity during your life, avoid the capital gains tax liability, take a tax deduction for the year you contribute the property and setup a recurring income stream for yourself or others.

    There are many ways just a little advance planning can pay big dividends for you, your heirs and the institutions that are important to you.

    If Chi Phi is one of those important institutions that had a profound and positive impact on your life, we hope you’ll consider remembering Chi Phi or your Chapter in your Last Will and Testament or that you’ll do some advance estate planning now.

    After you finalize your Will or other estate planning documents, start making lists of favorite Bible passages, hymns and songs and start your funeral file.

    As Owen Parry’s final days illustrated, you never know what’s coming next. A little bit advance planning can go an awful long way.

    * * * * * * * *

    If you’d like to discuss, in confidence, the advantages of proper estate planning for you, your heirs or Chi Phi, please contact Director of Development, John Fisher at 404.231.1824 or fisher@chiphi.org.

     

     




  • Honoring a Past Grand Alpha and Helping Build Better Men

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    By Kris Whitten, Sigma Delta 1970

    I first met Fred Kieser, Theta 1962 in the fall of 1979 at my first meeting of the Chi Phi Grand Council in Atlanta. We had been appointed to the Council by Grand Alpha Bates Block, Gamma 1940, Fred as Grand Gamma and myself as Grand Eta. Fred was a big man, and as one of his friends put it, sometimes had a œbombastic way of getting his point across. At first, I didnt know quite what to make of him, but soon realized that he was someone I liked and could count on.

    Fred was a loyal friend and Chi Phi leader, so when I heard that he had died I decided it would be a good idea to see if others agreed that keeping his memory alive was a worthwhile idea. After receiving encouragement from Past Grand Alpha Dick Gilbert, Rho 1962, and current Trust Chairman Christopher Shuler, Alpha Zeta 1984 I worked with the Trust to establish the Fred Kieser Memorial Leadership Fund.

    The Kieser Memorial Leadership Fund will provide scholarships for Brothers to attend Chi Phi leadership training programs including the College of Excellence and Regional Leadership Alliances, both of which Fred played a key role in starting during his time on the Grand Council.

    When he was appointed to the Grand Council, Fred already had a distinguished career in Chi Phi: as Alpha of the Theta Chapter at Rensselaer Polytechnic Institute, in 1962 Fred represented his Chapter before the Grand Council; as a longtime leader of Thetas Alumni, in the 1970s Fred spearheaded the renovation and revitalization of his Chapter; and as a Chi Phi Regional Counselor he helped supervise the Mu, Rho, Delta and Psi Chapters. Fred even had a unique claim to fame; he chaired the committee which reviewed a Congressional motion to admit women into Chi Phi in 1973.

    Fred had a vast knowledge, experience and œcan do attitude that were appreciated by many. He really loved Chi Phi, and many times I saw Fred roll up his sleeves and get down into the trenches for the fraternity; both literally and figuratively.

    The things Alumni and National Officers have to do are not always pleasant or easy, but sometimes we have to get into the fray to keep the Fraternity moving in the right direction. As an Alumnus of my Chapter, Sigma Delta at the University of California at Davis, I have appreciated Freds help and insights on how to act as a leader. When I had the sad duty of representing the Fraternity as Grand Eta at a contentious Court of Congress, called to revoke a Chapters Charter, Fred was right there to back me up.

    Fred was also fun to be around. I like to describe him as a great combination of a savvy lawyer and a big kid. National service is not a veil of tears, and it is leaders like Fred who make it possible to get the work done, and have a good time doing it. Fred also had a really good rapport with undergraduates; he never forgot his days as Chapter Alpha, and seemed to relive that experience when he was talking with undergraduate Brothers. He worked hard in his time on the Council and Trust to establish leadership training programs for the undergraduate Chi Phis, like the College of Excellence.

    Fred also helped revitalize Chi Phi Alumni groups around the country. In this he was aided and abetted by Brother Bill Kitchen, Alpha 1949, who served at different times as Grand Delta, Grand Epsilon and was the first Executive Director of the Trust. They were a team; if Kieser and Kitchen were coming to town to address your Alumni Association or Club, or to start a new one, look out! They knew how to do it, and would bend your ear and twist your arm to get the job done.

    During his time as Grand Alpha, Fred also chartered or re-chartered several Chapters, including Alpha Sigma at Princeton and Upsilon at Hobart, which had been dormant for over 100 years. He and his predecessor, Bates Block, Gamma 1940, also supported Chi Phi efforts to colonize in the West, culminating with Fred presiding at the chartering in 1987 of Epsilon Zeta at Californias Humboldt State University and Zeta Zeta at California State University, Sacramento.

    As another friend of Freds put it: œHe was a principled man, he shall be remembered. The Kieser Memorial Fund seems a fitting way for Chi Phi to remember this principled man.

    Alumni interested in making a gift to support the Fred Kieser Memorial Leadership Fund to provide educational training grants can visit www.chiphicampaign.com/donate or contact Nick Holmes, Director of Development at holmes@chiphi.org or 800.849.1824.

     

     




  • Chi Phi Greek Life Museum Made Official at Congress

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    Chi Phi has been working on building a Greek Life Museum since the beginning of the Changing Lives Campaign. Brother Dick Gilbert, Rho 1962 and Brother Frank Uryasz, Alpha Theta Chi 1983 generously kicked off the efforts with combined gifts of $90,000 to support the Museum.

    Though construction of the museum space began in March 2013, the Chi Phi Greek Life Museum was officially launched at the 148th Chi Phi Congress in June when the formal agreement was signed by the Grand Alpha James Soderquist, Alpha 1967 and Trust Chairman, Christopher Shuler, Alpha Zeta 1984. The Museum is housed at the William M. Byrd Chi Phi National Headquarters and will include curated displays highlighting the fraternal movement through the years. Patrons can also visit the Museum website www.greeklifemuseum.org to immerse themselves in electronic exhibits. Exhibits will be available to the public as well as Chi Phi Actives and Alumni and will chronicle the historical and cultural roles of Greek-letter organizations in the development of higher education in North America.

    The Greek Life Museum provides an opportunity to preserve, protect, and showcase the historic documents, photographs, and memorabilia of Greek-letter organizations. The Museum, an ongoing evolution, provides Members and non-members an opportunity to learn and marvel at the influence the fraternity world has had on Americas culture and society. Displays boast the prominence of Chi Phi as one of the nations greatest fraternal organizations. Displays also house items of historical significance to the entire fraternity and sorority movement

    The Museum has developed a display showing the covers from the first Fraternal Publication “ Chi Phis very own Chakett. Visit the Greek Life Museum website to immerse yourself in eighty years of Chakett covers. See the evolution of the publication over those years and learn more about how the Chakett went from a member directory to the magazine it is today.

    The Greek Life Museum also holds photos dating back to the late 1800’s, letters documenting Chi Phi’s founding and the patent application for the Chi Phi pin, the Chakett and pledge pin. Additionally, minute books, original membership cards, and historic material from many Chi Phi Chapters are available for exploration.

    The Greek Life Museum will further reveal that all Chi Phis have a proud tradition and brotherhood they belong to. Having this archive, a living link to Fraternity and Chi Phi life, will provide an engaging view of how fraternities were formed and how they function today. All museums provide amazing value to their greater communities; our hope is that the Chi Phi Greek Life Museum will do the same and with Alumni support this will be a reality for all, stated Greek Life Museum Committee Chair Senour Reed, Eta 1979.

    Members of the Greek Life Museum Committee have spent months carefully outlining a plan for success for the Museum. The Committee has also spent countless hours carefully documenting and recording Chi Phi archives. This careful planning is laying the foundation for long-term success of the Museum. The Committee has targeted March 2014 as the Grand Opening.

    How You Can Help

    Since Chi Phis founding in 1824, as the first gentleman’s fraternity, we have built a strong organization and helped create an entire movement. Fraternities play a key role in the lives of today’s students. Chi Phi continues to provide training, guidance, personal development and values for a new generation of men. As the Fraternity continues to grow, we must preserve our heritage. Those who have been privileged to enjoy the Chi Phi experience now have the opportunity to endow future generations. Your contribution to the Greek Life Museum will make the difference. Your commitment to donate as generously as your circumstances permit will ensure future generations access to our rich history.

    Alumni, Actives, parents, friends and corporate partners can make gifts to the Greek Life Museum by a variety of outright, pledged and planned giving methods. Pledges may be paid over one to five years. Contributions to the Chi Phi Educational Trust (tax id: 58-6035103) are tax-deductible to the extent permitted by law.

    Museum Naming Opportunities

    Opportunity

    Permanent Endowment

    Annual Expendable Support

    (Your Name) Chi Phi Greek Life Museum

    $2 Million

    $100,000

    Individual Displays –   starting at

    $50,000

    $2,500

    (Your Name) Space at the William M. Byrd Chi Phi National Headquarters   Building – starting at

    $100,000

    $5,000




  • Tax-Deductible Dollars for Fraternity Housing

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    For many Chi Phi Alumni, their Chapter House was a home away from home. They learned how to do laundry, study for tests and get along with others in the fraternity house. It didn’t matter if that was 1 Fraternity Row, Gainesville, Florida, 1824 Chakett Court, Bryan, Texas or 290 South Lumpkin Street, Athens, Georgia Chi Phi was far more than just a place to sleep.

    Contrary to media portrayals, the Chapter House serves a critical role in the academic success of our active Brothers. Students need access to study space and up-to-date technology in order to succeed in the classroom. While the IRS limits tax-deductible gifts to a fraternity house or house corporation, there are exceptions for educational space within a house.

    Chi Phi is committed to assisting our Brothers success and the Educational Trust has made housing grants possible through the Changing Lives Campaign.

    The Educational Trust is permitted to make grants to build, renovate and operate space in the house that qualifies as educational if it is equivalent to that which is provided by the host university in its dormitories. These grants are made through the Chapter Excellence Fund which allows donors to receive a tax deduction for any gifts.

    Grants can be made to build brand new space, as was the case for 9,000 square feet of the new Eta Chapter House, or grants can be made to update or renovate existing space. Additionally, Chapters can use CEF grants for ongoing housing operational costs for the life of the house. Chapters interested in offering a tax-deductible donation to donors and receiving a housing grant can contact Senior Director of Development, Elizabeth Knott at knott@chiphi.org or 800.849.1824.

     




  • Chi Phi Donors Change 56 Lives with Scholarships

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    The Chi Phi Educational Trust grants over $100,000 annually in academic and leadership scholarships. These scholarships are made possible through generous donations from Alumni, Actives, parents, and friends. These gifts allow hundreds of active Brothers to pursue higher education and develop key leadership skills each year.

    One very generous friend of Chi Phi, Ms. Eugenia Neel left a bequest of $250,000 to create the Neel Scholarships. Ms. Neel wanted to assist Chi Phi men for generations and to honor her parents, Brother Robert William Neel, Omega 1911 and Tommie Louise Park Neel, and her brothers, Brother Robert William Neel Jr., Gamma 1941 and Joseph Lockhart Neel, Eta 1943.

    The Trust acknowledged 56 exceptional young men with $50,000 in academic scholarships in 2013. With so many impressive young men to be considered, it was a difficult assignment for the Scholarship Review Committee to determine the 56 winners.

    Several scholarship winners expressed their gratitude to donors who made their award possible. Brother Brad Bartel, Kappa 2015 stated, œI wanted to thank Chi Phi donors for your enormous generosity and for believing in my educational future. I will use this scholarship to assist with tuition for my summer classes. This money will facilitate my goal of one day attending medical school and becoming a surgeon. This scholarship lessens the burden on my shoulders and more importantly motivates me and others to continue our hard work academically and fraternally.

    Applicants hailed from 41 of Chi Phis 55 Chapters and included 21 Chapter Alphas and 19 Chapter Betas. Applicants had an average Grade Point Average of 3.45 and served as members of their campus student governments, on athletic teams and in the US Military. Applicants were also members of the Men of 1824 Advisory Council, former Field Executives, Congressional Delegates, Chapter Advisors and former Grand Council members. Majors ranged from English to Education, Business to Sociology, Pre-Med to Marketing.

    The Scholarship Review Committee comprised of twelve Brothers, reviewed the academic scholarship applications. The Committee, chaired by Brother Sahil Patel, Gamma 2000, spent six weeks evaluating the scholarship applications and assigning points for grade point average, Chapter leadership and involvement, community service and future aspirations. œI have served on the scholarship committee for several years, so I know how hard it can be. Our Brothers are doing amazing things on our campuses and in our communities. stated Brother Patel. œIts no easy task to select 56 winners from this outstanding pool of candidates.

    2013 Chi Phi Academic Scholarship Review Committee

    Dan Ahearn, Theta Delta 1999
    Miles Crowder, Gamma 1963
    Bob Finley, Lambda 1980
    Jon Martin, Omega 1999
    Fran Nolan, Kappa Delta 1990
    Jim Okonak, Delta Xi 1971
    Sahil Patel, Gamma 2000
    Dave Skelton, Omega 1980
    Cory Thomas, Mu Delta 1986
    John Wallace, Gamma 2001
    Bob Christopher, Pi 1954

    If you would like more information about how you can serve on the Academic Scholarship Review Committee or how you can establish a Chi Phi scholarship, please contact Elizabeth Knott, Senior Director of Development, at knott@chiphi.org or 800.849.1824.

    2013 Scholarship Winners

    Undergraduate Scholarships
    James Koy, Theta Zeta 2013
    Adam Pannier, Pi Theta 2013
    Travis Weaver, Psi Theta 2013
    Kristopher Yingling, Nu 2013
    William Brown, Iota 2015
    Zachary Evans, Psi Zeta 2015
    Alexander Jankovic, Eta Theta 2015
    Timothy Brown, Lambda 2014
    Richard Dutchover, Lambda Zeta 2014
    Rajiv Dwivedi, Psi Zeta 2014
    Parker McDill, Psi Zeta 2014
    Pablo Muniz Jr., Lambda Zeta 2014
    Sayan Paria, Phi Delta 2014
    Kyle Robles, Epsilon Delta 2014
    Sagar Manda, Kappa 2013
    Andrew Previc, Psi Zeta 2013
    Evan Price, Lambda 2015
    Victor Virgilio, Lambda Zeta 2015
    Scott Winters, Pi Theta 2015
    Naman Benday, Nu Theta 2014
    Andrew Lightsey IV, Epsilon Theta 2014
    Jacob Nilles, Kappa 2013
    Isaac Butterfield, Psi Zeta 2015
    Pratik Desai, Alpha Delta 2015
    Nicholas Levin, Kappa 2015
    Michael Boles, Rho 2014
    Adam D’Amato, Pi Zeta 2014
    Evan Gordon, Psi Zeta 2014
    Ruben Sanchez Jr., Mu Theta 2012
    Mathhew Suarez, Mu Theta 2015
    Michael Dellavalle, Alpha Delta 2013
    Simon Chen, Nu 2013

    Graduate Scholarships
    Marcus Powers, Theta Delta 2009
    Michael Barbalance, Alpha Delta 2014
    Tyler Moyer, Phi Lambda Theta 2011
    Alexander Olsson, Lambda 2008
    Clayton Conners, Delta Pi 2011
    David Ebner, Delta Zeta 2008
    Nicholas Medina, Lambda 2008
    Joshua Minich, Delta Pi 2007

    Neel Scholarships
    Gabriel Rosenbrien, Psi 2014
    Michael Gustin, Tau Zeta 2014
    Macauley OConnor, Alpha Chi 2013
    Steven Howard, Omega 2014
    John Malone, Xi Delta 2014
    Bradley Bartel, Kappa 2015
    Erik Dove, Epsilon Delta 2014
    Keely Maher, Lambda 2014
    Robert Mosca Jr., Pi Zeta 2014
    Mitchell Solomon, Xi Delta 2014
    James Bishop, Delta Zeta 2013
    Jonathan Fall, Delta Pi 2016
    Zachery Bearden, Alpha Zeta 2014
    Michael Van Ham, Delta Pi 2014
    Zykerious Crawford, Delta Pi 2014
    Tim Chen, Epsilon Delta 2012




  • Chapter Excellence Funds Serve Many Different Needs

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    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 knott@chiphi.org.

    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.

     




  • Changing Lives Reaches $8 Million Mark

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    In 2009 the Chi Phi Educational Trust launched the $10 Million Changing Lives Campaign. Today, over 1,700 Alumni, Actives, parents, and friends have pledged over $8 million for academics, leadership, Chapter excellence and to preserve our Heritage. In 2011, at the 146th Congress, Trust Chairman, Christopher Shuler, Alpha Zeta 1984 made the first public announcement of the campaign and Al Warrington, IV, Theta Delta 1958 pledged $1,600,000 to the historic effort.

    œChi Phi has been everything in my life. It was the motivation from the Fraternity that got me started. It launched my career and was so critical. I think its important for everybody to realize how critical the Fraternity is to a young person giving them direction and guidance in life, stated Warrington when asked why he pledged his support to the campaign.

    Since the 146th Congress, donors have pledged an additional $3 million to support the Changing Lives Campaign. Those gifts have come from donors in all 50 states and Washington, DC and represent 91 different Chi Phi Chapters and Colonies. Donors have funded the Alphas Academy, brought back the College of Excellence, expanded the Regional Leadership Alliances, established the Chi Phi Greek Life Museum and awarded 625 scholarships through the campaign.

    œThe Changing Lives Campaign is about taking Chi Phi to the next level. Its about ensuring we can impact the lives of young men for generations to come. It has been inspiring to watch Alumni make this investment in our Brothers. These investors have allowed our Brothers an unparalleled opportunity in college and paved the way for their future success, shared Campaign Co-Chairman and Grand Alpha, Dr. James Soderquist, Alpha 1967.

    There are still opportunities to participate in this historic effort before the campaign comes to a close in June 2014. Alumni can volunteer to contact others about the campaign, become a Chapter Captain to assist in raising funds, make thank you calls and more. To invest in Chi Phi and add your name to the donor honor roll before the campaign ends in June 2014, visit www.chiphicampaign.com or contact the Campaign Office at 800.849.1824.

     




  • Chi Phi Welcomes Talent and Experience to Leadership Boards

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    This year Chi Phi thanks three Governors and one Trustee for their years of dedicated service to our Brotherhood. As these Brothers complete their leadership, both Boards also welcome three new members.

    Board of Governors

    Brother Shawn Brown, Alpha Zeta 1996 is a technology consulting entrepreneur from Sugar Hill, Georgia. He owns Snap Technology, providing outsourced IT solutions to companies and schools. In fact, Brother Browns business partner, Daniel Shaffer, is a Chi Phi Brother as well. These Alpha Zetas demonstrate the lasting impact of Brotherhood after the undergraduate experience.

    Brother Brown retired from the Board of Governors after four years of service. œStaying involved with the Fraternity was my way of giving back to an organization that has given me so much. When I pledged the Chi Phi Fraternity as a Freshman, I was looking for friendships and a party, but what I got was so much more. The Fraternity provided me with the guidance, friendships, leadership skills, ownership and a sense of belonging that helped transform me into the man I am today.

    Most Chi Phi Actives were not born yet when Brother Bob Walker, Iota Delta 1970 first took a national leadership position with Chi Phi. He has served the Fraternity on a national level for the past 24 years. Brother Walker has held several positions on the Grand Council including Grand Beta, Grand Gamma, Grand Zeta and Member at Large. He has also served as the Dean of Faculty for Chi Phis College of Excellence, and on the Board of Directors for the Indiana Chi Phi Alumni Association.

    Brother Walkers influence is apparent in many areas of Chi Phi today. He has been a part of everything from nominating Grand Alphas to selecting National Directors. In fact, Brother Walker developed The Walter Cronkite Congressional Award for distinguished alumni.

    Bob has now retired from the Board of Governors after two terms in addition to retiring from his successful career in printing. Brother Walker owned his own printing business for 25 years before stepping down. œA great deal of the success I had in business is due to the skills I gained as an undergraduate, Brother Walker said. œI gained so much from Chi Phi during those years that it was important to give back in some manner for all that the Fraternity has done for me.

    Bob Klaffke, Alpha-Tau 1978, began his Chi Phi leadership as an undergraduate. He held the Beta, Zeta and Epsilon positions before graduating from the University of Michigan in 1978. His leadership experience with Chi Phi continued to the Alpha-Tau House Association board which he has served on for over a decade.

    œI realized the extent to which Chi Phi was a formative influence in my life. Im trying to pay it forward, so that today’s students and recent graduates become tomorrow’s leaders; both in their personal lives and with reference to Chi Phi, said Brother Klaffke.

    Finishing his term on the Board of Governors, Brother Klaffke completes the trifecta of proven leadership on the undergraduate, local and national level. Bob has retired in Ann Arbor, MI after 25 years with the University of Michigan IT Services department. Despite his retirement, he still consults from time to time when interesting projects cross his path.

    Brother Fran Nolan, Kappa Delta 1990 served as his Chapters scholarship chairman, Beta, and then Alpha while at the University of Rochester, but his leadership with Chi Phi was not finished at graduation. As president of his Chapters housing corporation, Brother Nolan lead the charge in the purchase of the Kappa Delta Chapter House in 2002. He also serves on a national level as a member of the Chi Phi Scholarship Committee, and now joins the Board of Governors.

    When not dedicating his time to Chi Phi, Brother Nolan works as a well-respected real estate attorney director in the Boston metro area. A dedicated husband and father of two, Fran also dabbles in home brewing.

    Non-Profit leadership is second nature to Brother Cory Thomas, Mu Delta 1986. Since 1987, Brother Thomas has managed and fundraised for non-profit organizations, including his position as Chi Phi Director of Chapter Services from 1987 – 93. Now a banker in Birmingham, AL, Brother Thomas is excited to add Governor to his long list of Chi Phi involvement. Cory was a founding father of the Mu Delta Chapter at Auburn University and served as their first Chapter Alpha. He has also served on the Grand Council as the Grand Iota as well as the Grand Theta.

    Brother Sahil Patel, Gamma 2000 joins the Board of Governors in addition to chairing the Chi Phi Scholarship Review Committee. He also dedicates time to his Chapter, sitting on the Gamma Trust at Emory University.  Brother Patels leadership on the national level finds roots from his undergraduate experiences. While at Emory, Sahil served as his Chapters social chairman and Alumni chairman, ultimately winning the Carl Gladfelter Undergraduate award before graduation.

    With experience in corporate consulting, Sahil now runs ER Express, providing software solutions to improve patient experience at urgent care centers and emergency rooms. He is based out of Atlanta, GA with his wife and fellow Emory graduate, Katie, and three-year-old daughter Larkin Charlotte.

    Board of Trustees

    Brother Sunny Handa, Xi Delta 1989 retired from the Trust after six years of service. Brother Handa has also served as House Corporation President and an Alumni Association officer for Xi Delta Chapter at Florida Institute of Technology.

    Brother Dan Turner, Alpha Zeta 1991 has made a reputation for himself as one of the premier employment lawyers in the nation. Dan has been voted a œSuper Lawyer several years consecutively in addition to published work and serving as an adjunct professor for business law at his alma matter, Georgia State University. His expertise will be an excellent addition to the Trust when he joins the board this winter. In his free time, Brother Turner serves as the treasurer on the Board of Trustees for Mount Vernon Presbyterian School in Atlanta, GA. He is also a dedicated cyclist and avid golfer.

    Also a published and highly-regarded employment attorney, Brother Perry Pirsch, Alpha Theta Chi 1994 joined the Board of Trustees this June. Prior to his national leadership with Chi Phi, Brother Pirsch has dedicated himself to his Chapter at the University of Nebraska in several different capacities. He has held positions from house parent, to a member of Alpha Theta Chis Board of Trustees, including time spent on the Housing Corporation and Alumni Associations Board of Directors. Perry also has a published fiction work, The River Lethe.

    Brother Mike Dever, Eta 1978 was also voted as a Georgia œSuper Lawyer since 2004. He is Friedman, Dever, and Merlins senior litigator based in Atlanta, GA. Teaching law classes on the side at Georgia State University, Mike brings years of non-profit management and legal experience to the Trust.