bot orientation 2010
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Supporting the Heart of Sigma Kappa
Lead • Educate • Inspire
It Started as a Promise.It Started as a Promise.
Sigma Kappa FoundationSigma Kappa FoundationTrustee OrientationTrustee Orientation
Lisa Fedler SwiontekLisa Fedler SwiontekExecutive DirectorExecutive Director
(317) 381-5530 direct(317) 381-5530 [email protected]@sigmakappa.org
Supporting the Heart of Sigma Kappa
Lead • Educate • Inspire
A Promise Sigma A Promise Sigma Kappa Kappa
is making to…is making to…
136 years of sisterhood 155,000+ members worldwide 230 collegiate & alumnae chapters Uphold the values of friendship, loyalty,
personal growth and service
Supporting the Heart of Sigma Kappa
Lead • Educate • Inspire
Orientation OverviewOrientation Overview
Nonprofit Environment Organizational Structure
Board Expectations Strategic Plan & Goals
Communications Entity Relationships Governance Fundraising Leadership Operations
Questions
Supporting the Heart of Sigma Kappa
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The Non-Profit The Non-Profit EnvironmentEnvironment
Greek Alphabet Soup North-American
Interfraternity Conference Foundation (NICF) THE Foundations Seminar Institute for Greek
Advancement NIF AFP CFRE NCPG TFRS Greek Retreat
More than One Million Nonprofits
Sources of Income 84% Individuals 10% Foundations 6% Corporations
Uses of Income 75% Religion 27% Education 18% Health 17% Human Services 11% Arts & Culture 10% Social Benefit 3% International 17% Gifts to Foundations*
*based on allocations, more than 100%
Supporting the Heart of Sigma Kappa
Lead • Educate • Inspire
Sigma Kappa Foundation Sigma Kappa Foundation 501(c)(3) Tax Status501(c)(3) Tax Status
♥ Not-for-Profit Not-for-Profit OrganizationOrganization
♥ Tax-ExemptTax-Exempt♥ Charitable FoundationCharitable Foundation♥ Public / Societal BenefitPublic / Societal Benefit♥ Accepts Funds from Accepts Funds from
AnyoneAnyone♥ Can Offer Tax DeductionCan Offer Tax Deduction
Sorority
FoundationHousing Corporation
Supporting the Heart of Sigma Kappa
Lead • Educate • Inspire
Organizational Organizational StructureStructure
Board of Trustees
Executive Committee
Executive Director
Committees Staff
Beneficiaries
Donors
Supporting the Heart of Sigma Kappa
Lead • Educate • Inspire
Board of Trustees & Board of Trustees & Staff Staff
Executive Director Lisa Fedler Swiontek,
Theta Omicron
Regional Director of Development
Donna Reed, Epsilon Zeta
Donor Services Coordinator
Marlene Harbin
Foundation CoordinatorKatie Kowalski
Contract BookkeeperAnn Willis
Contract CPADonna Lehman
President Kelly Kirby Shrock, Gamma
Eta
SecretarySusan Fong Polizzotto, Theta
Kappa
TreasurerNancy Nelson, Tau
TrusteesMary Belding, Tau
Cheri Morrell DeJong, Epsilon Omega
Amy Denson, Theta ChiSusan Harrington, Gamma
PhiAnn O’Connell, Theta
Laura Owsley, Alpha ChiJudy Jay Rostad, Gamma Iota
Marylou Sayler Turner, XiBecky Vinzant, Gamma Eta
Supporting the Heart of Sigma Kappa
Lead • Educate • Inspire
CommitteesCommittees
Audit Building Executive Finance Governance Grants
Alumnae Heart Fund Grants Scholarship
Prospect Management
Supporting the Heart of Sigma Kappa
Lead • Educate • Inspire
Our MissionOur Mission
The mission of the Sigma Kappa Foundation is to
lead, educate and inspire Sigma Kappa members and society through
educational programming and philanthropic
endeavors.
Supporting the Heart of Sigma Kappa
Lead • Educate • Inspire
Our Promise, Our Our Promise, Our Vision: Strategic PlanVision: Strategic Plan
♥ CommunicationCommunication♥ FundraisingFundraising♥ Leadership/GovernanceLeadership/Governance♥ OperationsOperations♥ Sorority/Foundation/NHC Sorority/Foundation/NHC
RelationshipRelationship
Development Audit: Key Areas Development Audit: Key Areas of Focusof Focus
Supporting the Heart of Sigma Kappa
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www.sigmakappafoundawww.sigmakappafoundation.orgtion.org
♥ Enhanced Features♥ Donor-Friendly Giving Site♥ Secure Credit Card Processing♥ Database Integration♥ Trustee Portal - Resources
WebsiteWebsite
Supporting the Heart of Sigma Kappa
Lead • Educate • Inspire
Communication
Supporting the Heart of Sigma Kappa
Lead • Educate • Inspire
Entity RelationshipsEntity Relationships
Sorority
FoundationHousing Corporation
♥ SynergySynergy♥ Strategic Plan Strategic Plan
AlignmentAlignment♥ Enterprise ThinkingEnterprise Thinking♥ Enhanced Enhanced
CommunicationCommunication♥ Teambuilding & Teambuilding &
CollaborationCollaboration♥ Grant MakingGrant Making
Supporting the Heart of Sigma Kappa
Lead • Educate • Inspire
FundraisingFundraising
♥ Donor CenteredDonor Centered♥ Build RelationshipsBuild Relationships♥ Expand the ImpactExpand the Impact♥ Culture of PhilanthropyCulture of Philanthropy♥ Major GiftsMajor Gifts♥ Planned GivingPlanned Giving♥ Annual FundAnnual Fund
Supporting the Heart of Sigma Kappa
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Annual Reporting
Supporting the Heart of Sigma Kappa
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Annual GivingAnnual Giving
♥ Unrestricted $Unrestricted $♥ Funds programs, projects and Funds programs, projects and
functions determined annually to functions determined annually to have the greatest need by the have the greatest need by the Board of TrusteesBoard of Trustees
♥ GoalsGoals♥ CampaignsCampaigns
♥ Direct MailDirect Mail♥ E-SolicitationsE-Solicitations♥ TelemarketingTelemarketing
Supporting the Heart of Sigma Kappa
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Gift Clubs & Gift Clubs & SocietiesSocieties
Joan Reagin McNeill Society: $25,000 over 25 years Mary Low Carver Society: $10,000 over 10 years Three Pearl Club: $84+/month ($1,000 annually) Two Pearl Club: $63-$83/month ($750+ annually) One Pearl Club: $42-62/month ($500 + annually) Violet Club: $21-$41/month ($250 + annually) Circle of Friends: $9-20/month ($100 + annually) 1874 Society: collegians only ($18.74 annually) Horizon Society: Planned Giving
Supporting the Heart of Sigma Kappa
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GOLD Program: GOLD Program: Loyalty MattersLoyalty Matters
Graduates of the Last Decade (GOLD) is designed to:
Inspire young, successful alumnae Connect sisters after college Empower young alumnae to change lives Provide a simple five-year gift program
Simple five-year promise♥ Builds a base for the future♥ Allows for strategic planning♥ Monthly, quarterly or annual giving♥ Donate via credit card, ACH, or check
Supporting the Heart of Sigma Kappa
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GOLD Program GoalsGOLD Program Goals
Meeting with 200 alumnae across the country annually Building base of future donors $250,000 of our overall support coming from young
alumnae Sisters who contribute will advance our effort:
♥ to provide leadership training♥ support educational programs♥ award members with scholarships♥ promote lifelong membership in Sigma Kappa!
Supporting the Heart of Sigma Kappa
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Chapters: The 35% Rule Chapters: The 35% Rule forfor
Non-Member IncomeNon-Member Income
Sigma Kappa Chapters501(c)(7) Non-Profit Organizations
Separate Tax ID NumberCan Affect National Organization
No More Than 35% of Gross Receipts Can be from Non-Members
Each Chapter’s LimitSigma Kappa Sorority Calculates Percentage Each Year
Notifies Chapters of their Respective ThresholdsGross Receipts x 35% = Threshold
Consult CPO or NVPF with Questions
Supporting the Heart of Sigma Kappa
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Restricted GivingRestricted Giving
♥ Alumnae Heart FundAlumnae Heart Fund♥ Sister to Sister Disaster Recovery FundSister to Sister Disaster Recovery Fund
♥ COTS/Convention SpeakersCOTS/Convention Speakers♥ Educational Chapter ProgrammingEducational Chapter Programming♥ Educational Area ReviewEducational Area Review♥ EndowmentsEndowments♥ House Directors’ SchoolHouse Directors’ School♥ ScholarshipsScholarships♥ Special ProgramsSpecial Programs
Supporting the Heart of Sigma Kappa
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♥ Board ExpansionBoard Expansion♥ High Level Decision MakingHigh Level Decision Making♥ Active FundraisingActive Fundraising♥ Strategic Recruitment of Strategic Recruitment of
TrusteesTrustees♥ Visioning for FutureVisioning for Future♥ Moving to a Type II BoardMoving to a Type II Board
Leadership & Leadership & GovernanceGovernance
Supporting the Heart of Sigma Kappa
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♥ Statement of Statement of ExpectationsExpectations
♥ Conflict of InterestConflict of Interest♥ Insurance CoverageInsurance Coverage♥ Legal RamificationsLegal Ramifications♥ Arm’s LengthArm’s Length
Board ExpectationsBoard Expectations
♥ Check E-Mail DailyCheck E-Mail Daily♥ Motions FormatMotions Format♥ Voting FormatVoting Format♥ Agenda FormatAgenda Format♥ Quarterly Reports – Quarterly Reports –
CommitteesCommittees♥ Review Financial ReportsReview Financial Reports♥ Policy DocumentsPolicy Documents
Supporting the Heart of Sigma Kappa
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♥ Best PracticesBest Practices♥ Increased EfficiencyIncreased Efficiency♥ Transparency in ReportingTransparency in Reporting♥ Technology EnhancementsTechnology Enhancements♥ Effective Use of ResourcesEffective Use of Resources
OperationsOperations
Supporting the Heart of Sigma Kappa
Lead • Educate • Inspire
How Donor GiftsHow Donor GiftsLeadLead, , EducateEducate and and
InspireInspire
♥ ScholarshipsScholarships♥ Leadership Consultant ProgramLeadership Consultant Program♥ Alzheimer’s research grantsAlzheimer’s research grants♥ Leadership & Educational ProgramsLeadership & Educational Programs♥ COTS and convention COTS and convention
speakers/programsspeakers/programs♥ Upkeep and maintenance of NHQ Upkeep and maintenance of NHQ
buildingbuilding
Supporting the Heart of Sigma Kappa
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Grant Making ProcessGrant Making Process
♥ Program Needs & Wish Program Needs & Wish ListList
♥ Fundraising PrioritiesFundraising Priorities♥ Public Charity – OpenPublic Charity – Open♥ Proposal ProcessProposal Process♥ Budget ProcessBudget Process♥ Approval ProcessApproval Process
Supporting the Heart of Sigma Kappa
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Leadership Consultant Program
Training & Workshops
♥ Leading with Integrity♥ Scholastic Achievement♥ Values♥ Promise♥ Alcohol and Drug Abuse
Prevention♥ Assertiveness Training♥ Citizenship and Career
Development♥ RESPEΣKT Anti-Hazing
Program
Supporting the Heart of Sigma Kappa
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National RelationshipsNational Relationships
Supporting the Heart of Sigma Kappa
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Chapter GivingChapter Giving
Giving Recognition Circles
♥ Platinum Circle$5,000+♥ Gold Circle $2,500-4,999♥ Silver Circle $1,000-2,499♥ Bronze Circle $500-999
♥ Unrestricted Gifts Only♥ Unrestricted Gift SOE Requirement♥ Calendar Year Jan. 1 - Dec. 15♥ Contribution Form for Each Gift♥ Contribution Form Available Online
Supporting the Heart of Sigma Kappa
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Chapter Giving: Chapter Giving: Ultra Violet CampaignUltra Violet Campaign
New fundraising & awareness event concept Designed to replace the Lollipop Campaign Campaign brand creates immediate recognition for Sigma Kappa events Raise unrestricted dollars to support any of the Foundation’s causes
Supporting the Heart of Sigma Kappa
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Collegiate Chapter Giving
♥ Alzheimer’s/Gerontology Fund: $125, 018.81
♥ General Scholarship Fund: $724.81♥ Maine Sea Coast Mission Fund:
$22,321.48♥ Unrestricted Annual Fund: $220,493.62
Supporting the Heart of Sigma Kappa
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Alumnae Chapter Giving
♥ Alzheimer’s/Gerontology Fund: $4, 393.18
♥ General Scholarship Fund: $1,937.42♥ Maine Sea Coast Mission Fund:
$1,928.00♥ Unrestricted Annual Fund: $6,227.88