we are pleased to present the 2019-2020 “like & invite ... · we are pleased to present the...

Greetings Chapter Presidents, EAF Chapter Captains and Members,

We are pleased to present the 2019-2020 “Like & Invite: Increase Your EAF IQ” Fall Mailing booklet. This booklet is designed to be a resource guide to help your chapter and individual members navigate and coordinate their philanthropic efforts within our International “Exemplifying Excellence Through Sustainable Service” Program. Special thanks to you, your chapter members, families, friends and colleagues, for your enthusiasm as you have embraced our program initiatives, both new and established, over the past year. 2020 marks the 40th Anniversary of the founding of the Alpha Kappa Alpha Educational Advancement Foundation, Inc. Together we will celebrate the legacy of the 20th International President of Alpha Kappa Alpha Sorority, Barbara K. Phillips and her sister, Constance K. Holland, who had the vision to lead the development of EAF.

Since our founding in 1980, EAF has been committed to financially assisting students with their higher education costs. Our mission to promote lifelong learning has been exemplified throughout our remarkable 40 year history. To date we have awarded over $6 million in scholarships, community assistance awards and endowments. The founding of EAF was more than a program target, it was a call to Action. It was a call to Serve. It was a call to Philanthropy.

Please review the 2019-2020 Like & Invite: Increase Your EAF IQ booklet in its entirety. We have created and updated forms that will help you submit and report EAF donations for our various programs. Each chapter is encouraged to annually give at least at the Silver level for chapter contributions, and during this administration, donate at the minimum level towards our AKA HBCU Endowment Fund. Make sure to share pertinent EAF scholarship information with the college students in your networks. Thank you for your continued support of EAF’s mission to Promote Lifelong Learning and we look forward to celebrating Excellence At Forty in 2020! Sisterly,

Glenda Glover Erika V. EverettEAF Board President Executive Director

Educational Advancement Foundation

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TABLE OF CONTENTS

Marketing A. Membership and Campaign Fact Sheet

B. Campaign Recognition and Donation Chart

C. EAF CFC ad

D. Online Giving

E. 2020 EAF Campaign Calendar

F. Path to Platinum Status Recognition

G. Ways to Donate to EAF

Membership A. EAF Chapter and Membership News

B. Graduate Chapter Captain Form

C. Roles and Responsibilities

D. Undergraduate Chapter Captain Form

E. Roles and Responsibilities

F. Chapter Contribution Form

G. Individual Chapter Donation Form

H. Individual Donation Form

I. HBCU Chapter Contribution Form

J. Supplement to the Instructions: HBCU Chapter Contribution Form

K. Individual HBCU Contribution Form

Scholarship A. Scholarship Corner

B. Undergraduate Fact Sheet

C. Graduate Fact Sheet

D. EAF General Scholarship Application Instructions

E. Youth P.A.C. Fact Sheet

F. Scholarship Application Instructions and Guidelines

G. Community Assistance Award Fact Sheet

H. Community Assistance Award Application

I. Fellowship Award Application

Endowment/Fellowship Donors A. Endowed Scholarship Fund Agreement

B. Fellowship Agreement

C. Non-Profit Chapter Assistance Program NCAP Fact Sheet

D. Non-Profit Chapter Assistance Program (NCAP)

E. Non-Profit Chapter Assistance Program Fund Agreement

F. Chapter Endowment Contribution Form

G. Individual Endowment Contribution Form

H. Endowment/Fellowship Fund

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Membership In EAF – Every financial member of Alpha Kappa Alpha Sorority, Inc. is to be a member of EAF by paying the annual dues (currently $10) when the members’ per capita is paid to the sorority.

Fall Mailing – A packet is sent in the fourth quarter to all Chapter Basilei from the Corporate office containing forms for Individual Contributions, Chapter Contributions, scholarships and community assistance awards along with other EAF promotional materials. Make sure your chapter has appointed an EAF Captain (required), who will be responsible for communicating information regarding EAF to chapter members.

EAF Awareness Month – November (Use fact sheets, EAF I.Q. tests, membership rally, etc. to generate awareness and build interest in an EAF activity to be held during EAF month.

EAF Month – February (Host chapter EAF activity / workshop/ fund raiser, etc.)

Theme: “Exemplifying Excellence Through EAF”

Levels of chapter recognition: Silver, Gold and Platinum

How Can Individuals Give?

EAF Philanthropist Innovator Women & Men of Distinction Women & Men of Excellence Federal Employees - CFC – 11173 Founders’ Society Employer Matching Gift Programs Fellowship Program Endowment Program

In Partnership with Alpha Kappa Alpha – HBCU Endowment Fund Program(These categories are not restricted to members of Alpha Kappa Alpha Sorority and EAF. See Campaign Recognition chart for more details.)

Silver LeveGraduate Chapter Contributions Guide

50 members or less $150 51 – 100 members $200 101 – 150 members $300 151 – 200 members $400 201 plus members $500

Silver LevelUndergraduate Chapter Contributions Guide

1 – 10 members $ 25 11 – 25 members $ 50 26 – 50 members $100 51 plus members $150

Membership and CampaignFact Sheet

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Campaign Recognition and Donation ChartWhat are the

donation levels?

Silver

Gold

Platinum

“EAF” PhilanthropistInnovator

Women & Men of Distinction $500

Women & Men of Excellence $1,000

Founders’ Society $2,000

The Endowment Program

(Green Diamond Award)

Fellowship Program

Overall / Regional Achievement

Awards

Combined Federal Campaign

Matching Gifts

Make a contribution based on Chapter size.

Contribution based on Chapter size PLUS an additional $500+ Graduate or

$250+ Undergraduate.

Gold level PLUS an additional $1,000+ Graduate or

$250+ Undergraduate.

Members* who make a $300 donationor:

An individual who makes a $300 donation.

Members* who make a $500 or:An individual who makes a $500 donation.

Members* who make a $1,000 donation or:An individual who makes a $1,000 donation.

Members* who make a $2,000 donation or:An individual who makes a $2,000 donation.

- Initiated ($1,000)- Endowed (Reaches $5,000 and draws interest).*- Emerald Award ($15,000)-Capitalized (reaches total of $20,000)

Establish a fellowship fund - no minimum amount required.Spendable Principal.

Regions – Small, Medium and Large contributing the most money to the Foundation (excluding membership dues).Overall – The top producer regardless of regional category. All chapters EAF members by Feb 15th.

Federal employees submit copy of pledge card to EAF office showing #11173 selected and amount pledged.Wisconsin Only - #4002.

Employee with participating company submits documentation necessary for company to send matching dollars to EAF for service or dollars given.

Regional Conferences EAF special event

(See Above)

(See Above)

(See Above)

Regional Conferences Public event or EAF Event

Public event or EAF event

Public event or EAF event

National EAF Event

Regional ConferencesEAF Special event

National EAF Event

Per level attained

Per level attained

Recognized at level indicated by donor (see above for levels)

Recognized at level indicated by donor (see above for levels)

• Chapter listed in EAF Newsletter• Chapter announced at Regional Conference• Recognition Certificate



• EAF History Book • 40th Anniversary Pin • 35th Anniversary Pin• Special Lapel Pin• Listed in Annual Report

(Counts Towards Overall Achievement only)

• Specially etched plaque• Name listed in Annual Report/Ivy Leaf

(Counts towards overall acheivement only)

• Specially etched plaque• Name listed in Annual Report


• Specially designed etching • Name listed on Founders’ Society wall in

Foundation office• Name listed in Annual Report

(Counts Towards Overall Achievement only)

• Listed in Regional EAF Newsletter • Listed in Annual Report• Etched plaque Award• Special Green Diamond


• Listed in EAF Newsletter (Counts towards overall Achievement only)

• Special trophy• Listed in Ivy Leaf• Special plaque

How do I achieve each level?

Donation Recognition/Acknowledgement

NEW

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gniti

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for R

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Where will I be recognized?


*For members only, qualified contributions are above annual EAF dues (currently $10)^For chapters, qualified contributions are above annual EAF dues per member (currently $10)

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1. Go to akaeaf.org2. Browse the EAF Website3. Go to the Donate Now Tab4. DONATE to support EAF!

orGo directly to donate.akaeaf.org

onlineGIVINGeasy. fast. effective.

Alpha Kappa Alpha Educational Advancement Foundation5656 S. Stony Island Ave; Chicago, IL 60637

Phone: (800) 653-6528 Email: [email protected] Website: akaeaf.orgLine us on Facebook! Follow us on Twitter @akaeaf

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http://akaeaf.org

http://donate.akaeaf.org

◊ Back to School

2020 EAF Campaign Calendar

◊ Individual Award donations, Chapter Platinum funds, and\ Endowment Green Diamond awards are due June 1st

◊ Enjoy your summer

◊ Attend EAF Breakfast in Philadelphia, PA ◊ Complete program initiatives

◊ Attend EAF Annual Meeting

◊ Graduate scholarships/Community

◊ Include EAF on agenda - Increase your EAF IQ

◊ Assistance Awards application deadline August 15th

◊ HBCU Week / Impact Day◊ Support the AKA HBCU Endowment◊ Give to donate.akaeaf.org ◊ Designate your favorite HBCU!◊ Host a scholarship workshop for students

◊ Cluster Retreats/Round-Ups◊ EAF Awareness Month ◊ Holiday Season

◊ Year end initiatives◊ Close chapter year end business◊ Final charitable donations of the year

◊ Fall Mailing◊ Generate awareness about EAF◊ Support your favorite cause on #GivingTuesday

◊ Include EAF on agenda / Increase your EAF IQ

◊ EAF Month◊ Regional Conferences

◊ Appeals & EAF event at RC

◊ Appeals & EAF event at RC

◊ Attend EAF Workshop

◊ Attend EAF Workshop

◊ Regional Conferences

◊ EAF Raffle Tickets (drawn during EAF Leadership Luncheon)

◊ EAF Raffle Tickets (drawn during EAF Leadership Luncheon)

◊ Marriott Scholarship Apps Due - 1st

◊ Undergraduate / Youth PAC scholarships application deadline April 15th

◊ Submit Chapter Contribution to EAF by Feb. 1st to be included in Regional Conference recognition

◊ Host a mini-fundraiser or workshop

Responsible Parties: Chapter Basileus EAF Regional Coordinators EAF Chapter Captains EAF Board of Directors EAF members

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◊ Annual Membership Dues ($10)

◊ Founders' Day

◊ Kick-off Regional Contests

◊ Prepare to send Chapter Contrubution (Silver, Gold, Platinum)◊ Support HBCUs with a $35.00 donation


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Path to Platinum Status Recognition

Graduate Chapter Status Giving Level Recognition

Undergraduate Chapter Status Giving Level Recognition

Silver level - Chapter contribution based on Chapter sizeGold level - Chapter contributes an additional $500-$999 over and above the applicable Silver Level from any unrestricted source not earmarked for any endowmentPlatinum level - Chapter contributes an additional unrestricted contribution over and above the Gold level of $1,000.

Silver level - Chapter contribution based on Chapter sizeGold level - Chapter contributes an additional $250-$499 over and above the applicable Silver Level from any unrestricted source not earmarked for any endowmentPlatinum level - Chapter contributes an additional unrestricted contribution over and above the Gold level of $250.

Required Graduate Chapter Giving Amount(Based on membership)

Required Undergraduate Chapter Giving Amount(Based on membership)

Again, Step 1 - Silver = Chapter ContributionStep 2 - Gold = Silver + $500Step 3 - Platinum = Gold + $1,000

Again, Step 1 - Silver = Chapter ContributionStep 2 - Gold = Silver + $250Step 3 - Platinum = Gold + $250

1 - 50 $15051 - 100 $200101 - 150 $300151 - 200 $400201+ $500

1 - 10 $2511 - 25 $5026 - 30 $10031+ $150

In order to reach Platinum, your Chapter would have to donate:1. Your Chapter's required amount listed above2. PLUS an additional $500 to reach Gold3. PLUS an additional $1,000 to reach Platinum4. For a total of $1,500 additional to reach Platinum

In order to reach Platinum, your Chapter would have to donate:1. Your Chapter's required amount listed above2. PLUS an additional $250 to reach Gold3. PLUS an additional $250 to reach Platinum4. For a total of $500 additional to reach Platinum

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Chapter and Individual Giving

Chapter mini fundraisers

Corporate Matching Gifts/Workplace Giving

Corporate grants

Wills, Estates, Trusts

Birthday, Anniversary, Special Occasions --“In Honor of”

Giving “In memory of”

Give $5.00 a month to EAF campaign

Give a % of your Chapter’s Foundation fundraising profits to EAF

Individual recurring online gifts

Individual Giving and Recognition Opportunities

Founders’ Society

Women and Men of Excellence

Women and Men of Distinction

Millennium Society

NEW – EAF Philanthropist Innovator

The Fellowship Program

The Endowment Program (Green Diamond Award)

Workplace Giving

Matching Gifts

Ways to Donate to EAF

(refer to EAF Giving Chart)


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DATE: November 2019

We are in our 2nd year under the Exemplifying Excellence Through EAF administration of President Glenda Glover. We continue to provide excellence through philanthropy, and are delighted to present you with the 2019-2020 Chapter and Member guidelines and forms. As you prepare for 2019 year end activities and Corporate Office reporting and 2020 program execution, please be reminded to use the feature which allows chapters to pay EAF dues for regular members with their AKA Per Capita payments. Please note that this must include payment of the $10 EAF dues for your chapter life members. Your chapter should continue to submit the contributions to meet the various chapter levels for recognition directly to EAF with the Chapter Contribution Forms contained in this packet. Writable electronic versions all EAF forms can be found in the forms section of our website at www.akaeaf.org.

Please note that we have updated our forms and created new ones that we believe will allow for more streamline submission of EAF donations to various programs, funds and initiatives. This year we have included a form to capture your chapter HBCU donations collected from your chapter members, along with forms for individuals to submit their donations. We also created forms to submit donations to other restricted forms such as endowments and fellowships. Please confirm that you are using the proper form when submitting donations, particularly multiple donations, so that we may ensure your chapters and members donations are credited to the proper account.

In continuing to “Go Green” all items, documents, and forms are available on our website at www.akaeaf.org. Please encourage your chapter’s financial officers and your appointed EAF Chapter Captain to go onto our website to download and complete all forms. This will assist your Chapter Captain with the communication of deadlines and other valuable information with your chapter members. We also ask that you consider adding EAF to your chapter meeting agenda at least quarterly for a brief report from your EAF Chapter Captain on important EAF matters.

Partnership with Alpha Kappa Alpha Sorority, Inc.This year marks the second year that we are partnering with Alpha Kappa Alpha Sorority for HBCU for Life: A Call to Action. EAF is proud to partner with the chapters and members of Alpha Kappa Alpha to raise the $10 Million to meet these goals. Thank you for your support thus far. Since the program launched we have awarded over $1.6 Million to 32 HBCUs and awarded scholarships to students who attend HBCUs. We certainly could not reach these goals without each of you. Please watch your inbox, social media accounts and mail as we share information to assist in this effort.


EAF Chapter and Membership News

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http://www.akaeaf.org



Giving TuesdayThe global day of giving Tuesday December 3 2019. Please join millions around the world and your Educational Advancement Foundation and support #GivingTuesday by participating and giving to those in need.

Workplace GivingThank you for your support of Workplace Giving and giving through the Combined Federal Campaign

Double Your Donation!Employer Matching Gift programs can double your donation to EAF. Each member should check with their Human Resources Department to determine if this option is available and to complete and submit required documentation.

If you have any questions, please feel free to contact us via email at: [email protected].

EAF Chapter and Membership News

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mailto:akaeaf%40akaeaf.net?subject=


Graduate Chapter Captain FormThe following person has been appointed as our Chapter EAF Captain:

(please print)

Return Form to:Gregory Williams, Membership Coordinator

Educational Advancement Foundation5656 South Stony Island Avenue, 3rd Floor

Chicago, IL 60637Email: [email protected]

ORFax: 773-947-0277

Chapter Region

EAF Chapter Captain Date of Service to

Address Phone

Email

Basileus’ Name

Date of Service to

Basileus’ Address

Phone Email

Do you sponsor an Undergraduate Chapter YES NO

If Yes, Undergraduate Chapter

Graduate Advisor

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The following are the Roles and Responsibilities of the EAF Chapter Captain:

Be the EAF Ambassador for your Graduate chapter by: a. Answering questions about the Foundation; b. Being familiar with the methods of giving to EAF and relative recognition levels; c. Be included in the chapter’s meeting agenda on a regular basis (at least quarterly) to share scholarship application deadlines and other information (include articles in the chapter newsletter); d. Encourage members (through creative fundraising methods) to contribute to the Foundation; e. Encourage the chapter participation in the chapter recognition program (Silver, Gold or Platinum Level). Suggest that additional chapter contributions to EAF be included in the chapter’s annual budget. f. Must have access to a computer and viable knowledge of internet communications; g. Where applicable, assist the EAF Chapter Captain for the sponsored Undergraduate chapter.

Represent the chapter at EAF events including: a. Attend Annual Member meetings held by the Foundation at Boule and Leadership Seminars; b. Attend Regional Conferences and the EAF workshops and committee meetings designed for Chapter Captains; c. Attend annual EAF Scholarship & Awards event during Boule and Leadership; d. Participate in conference calls as requested by the EAF Regional Coordinator and/or the EAF Corporate office.

Be the liaison between EAF and the Chapter and Community by: a. Being familiar with rules governing 501 (c) (3) organizations. b. Being a resource for community based organizations regarding grant and scholarship opportunities as well as options for supporting our mission.

Website: www.akaeaf.orgEmail: [email protected]


Educational Advancement Foundation5656 South Stony Island Ave., 3rd Floor


ORFax: 773-947-0277

rev. 2019


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mailto:gwilliams%40akaeaf.net?subject=

Undergraduate Chapter Captain Form

Chapter Region

EAF Chapter Captain Date of Service to

Address Phone

City State Zip

Email

Basileus’ Name Date of Service to

Basileus’ Address

City State Zip

Phone Email

Name of sponsoring Graduate Chapter

Name of Chapter Graduate Advisor



Educational Advancement Foundation5656 South Stony Island Avenue, 3rd Floor


ORFax: 773-947-0277

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The following are the Roles and Responsibilities of the EAF Chapter Captain:

Be the EAF Ambassador for your Undergraduate chapter by:• Answering questions about the Foundation;• Being familiar with the methods of giving to EAF and relative recognition levels;• Be included in the chapter’s meeting agenda on a regular basis (at least quarterly) to share scholarship

application deadlines and other information (include articles in the chapter newsletter);• Encourage members (through creative fundraising methods) to contribute to the Foundation;• Encourage the chapter participation in the chapter recognition program (Silver, Gold or Platinum Level).

Suggest that additional chapter contributions to EAF be included in the chapter’s annual budget.• Must have access to a computer and viable knowledge of internet communications;• Working with the EAF Chapter Captain of your sponsoring Graduate chapter;

Represent the chapter at EAF events including:• Attend Annual Member meetings held by the Foundation at Boule and Leadership Seminars;• Attend Regional Conferences and the EAF workshops and committee meetings designed for Chapter Captains;• Attend annual EAF Scholarship & Awards event during Boule and Leadership;• Participate in conference calls as requested by the EAF Regional Coordinator and/or the EAF Corporate office.

Be the liaison between EAF and the Chapter and Community by:• Being familiar with rules governing 501 (c) (3) organizations.• Being a resource for community based organizations regarding grant and scholarship opportunities as

well as options for supporting our mission.

Website: www.akaeaf.orgEmail: [email protected]


Educational Advancement Foundation5656 South Stony Island Ave., 3rd Floor

Chicago, IL 60637Email: gwilliams @akaeaf.net

ORFax: 773-947-0277

rev. 2019


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Chapter Contribution Form(Must be postmarked by February 1, 2020)

(please print)

Chapter

Chapter Basileus

Chapter Address

Address

City/State/Zip

City/State/Zip

Chapter Captains’s Name (required)

Email Address

Email Address

Graduate Advisor’s Name(Undergraduate Chapters Only)

Phone

Phone

Platinum Formula – Graduate Chapters = Silver + $1,500Platinum Formula – Undergraduate Chapters = Silver + $500

Region

Chapter contributions must be postmarked 2/1/2020 to receive chapter recognition at Regional Conference.

Date

1. Silver Level = Chapter Contribution based on the Chapter size (see above guide). 2. Gold Level = Graduate Chapter – Chapter contributes an additional $500 -$999 over and above the applicable Silver Level from any unrestricted source not earmarked for any other fund. Undergraduate Chapter – Chapter contributes an additional $250 -$499 over and above the applicable Silver Level from any unrestricted source not earmarked for any other fund. 3. Platinum Level = Chapter contributes an additional unrestricted contribution over and above the Gold Level ($1,000 graduate chapters and $250 undergraduate chapters). 4. Individual Donations = (see the Individual Chapter Donation Form). 5. Workplace Giving (CFC) = Dollars will not be recognized until the following year. TOTAL ENCLOSED $If individual donations are to be considered as part of the Chapters Contribution, please complete the attachedSupplement to this form. These donations cannot be credited to any other fund.

Phone: 800-653-6528 E-mail: [email protected] website: www.akaeaf.org1. Send Original to EAF 2. Make copy for your records 3. Send copy to your Regional Coordinator Individual donations over $250 should not be included in the Chapter contributions. These contributions will receive separate recognition at Boule/Leadership events. If individual donations are to be considered as part of the Chapters Contributions, please complete the attached form.

Check No. Amount $ Date Received

$

$

$

$$

Chapter Contribution Guide

Chapter Contribution Guide

1 - 50 members $15051 - 100 members $200101 - 150 members $300151 - 200 members $400201 plus members $500

1 - 10 members $2511 - 25 members $5026 - 50 members $10051 plus members $150

Graduate

Undergraduate

(Silver Level)

(Silver Level)

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INDIVIDUAL CHAPTER DONATION FORMINSTRUCTIONS:(Attach to the Chapter Contribution Form for Chapter Level donations)

1. Type or Print all reports. Name, Address, City. State, Zip must appear on this form for data processing.2. Mail all EAF reports and contributions directly to the EAF office at the address above. 3. Give full name and full address (include zip code).4. Retain a copy for your Chapter file, send original to EAF.

Checks must be made payable to: Educational Advancement Foundation (EAF)

Chapter Name Region Date

Mailing Address

Chapter Basileus Phone No.

Chapter Captain (required) Phone No.

Graduate Advisor Phone No.

Name Address City, State, Zip Donations

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

Total Submitted $23


INDIVIDUAL CHAPTER DONATION FORM


16.

17.

18.

19.

20.

21.

22.

23.

24.

25.

26.

27.

28.

29.

30.

31.

32.

33.

34.

35.

Total Submitted $

Alpha Kappa Alpha Educational Advancement Foundation, Inc.5656 South Stony Island Avenue, 3rd Floor

Chicago, IL 60637Phone 773-947-0026 Fax 773-947-0277

[email protected]

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Name

City

Email

Address

State

Phone

Zip

Please indicate if this is a change of address

Individual Donation NEW!! EAF Philanthropist Innovator ($300)Men & Women of Distinction ($500)Men & Women of Excellence ($1,000)Founders’ Society ($2,000)

I have signed-up for workplace giving in the amount of $

Combined Federal Campaign (donations recognized the following year)

NEW!! Endowment Contributions - STOP! - use Individual Endowment Contribution Form

Your dollars make a difference!

EAF continues to be the sole source of support other than student loans for many of our student recipients. The community-based organizations and individual projects funded through our Community Assistance Award (CAA) program are often overlooked by other funding sources. During 2019 the Foundation awarded over $2 Million in scholarships and community assistance awards.

Make checks payable to EAF or go online to donate.akaeaf.org5656 South Stony Island Avenue * Chicago, Illinois 60637773.947.0026 Fax: 773.947.0277Website: www.akaeaf.org Email: [email protected]


INDIVIDUAL DONATION FORMGiving Level (Checked below)

• Contributions over $100 will be listed in the Annual Report.

• History Book , the 40th & 35th Commemorative EAF Anniversary Pin

• Beautiful EAF Challenge Lapel Pin, listing in the Annual Report and Boule/Leadership Recognition.

• Custom etched plaque, listing in the Annual Report and Boule/Leadership Recognition.

• Custom etched plaque (recognition same as above).• Custom etched plaque, listing on Founders’ Wall

at EAF office (recognition same as above).

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HBCU Chapter Contribution Form

Chapter Region Date

Chapter Basileus Chapter Address

City State Zip

Email Phone

Graduate Advisor’s Name

Address City State

Zip Phone

Chapter EAF Captain’s Name (Required)

Email Address

HBCU Amount

Make all checks payable to: AKA HBCU Fund or EducationalAdvancement Foundation (EAF)

Phone: 800-653-6528

1. Send Original to EAF 3. Make copy for your records2. Send copy to your Regional Coordinator and Chapter EAF Captain

website: www.akaeaf.org E-mail: [email protected]

If individual donations are to be considered as part of the Chapters’ Contribution, pleasecomplete the attached Supplement to this form.


Donation LevelsFounders’ Circle $10,000.00Diamond $ 5,000.00Platinum $ 2,500.00


(Undergraduate Chapters Only)

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Supplement to theINSTRUCTIONS: HBCU Chapter Contribution Form

INSTRUCTIONS:(Attach to the Chapter Contribution Form for Chapter Level donations)

1. Type or Print all reports. Name, Address, City. State, Zip must appear on this form for data processing.2. Mail all EAF reports and contributions directly to the EAF office at the address above. 3. Give full name and full address (include zip code).4. Retain a copy for your Chapter file, send original to EAF.

Checks must be made payable to: Educational Advancement Foundation (EAF)

Chapter Name Region Date

Mailing Address

Chapter Basileus Phone No.

Chapter Captain (required) Phone No.

Graduate Advisor Phone No.


1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

Total Submitted $27

Individual HBCU Contribution Form

Yes, I want to make a contribution toEAF to promote lifelong learning

Donation Level (Checked below)

Chapter Region Date

Name

Address

City State

Zip Email

Please indicate if this is a change of addressI would like information on how to start an Endowed Scholarship fund.I would like information regarding leaving EAF in my will.

There are many levels of giving that allow you to comfortably choose your gift to your HBCU!

Preferred HBCU

Individual Donations = (see the Individual HBCU Donation Form)

1. Send Original to EAF 2. Send copy to your Regional 3. Make copy for your records Coordinator and Chapter Captains

EAF continues to be the sole source of support other than student loans for many of our student recipients. The community based organizations and individual projects funded through our Community Assistance Award (CAA) program are often overlooked by other funding sources. During 2019 the Foundation awarded over $2 Million in scholarships and community assistance awards. You may donate online at donate.akaeaf.orgMake check payable to: AKA HBCU Fund, Educational AdvancementFoundation or EAF and return form with payment to address below.

Educational Advancement Foundation - 5656 South Stony Island Ave. - Chicago, IL - 60637773-947-0026 Fax: 773-947-0277

Email: [email protected] Donation Website: donate.akaeaf.org

Donation LevelsEmerald $5,000Gold $2,500Silver $1,250Contributor $35Other

TOTAL ENCLOSED


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Scholarship Corner

Greetings!

Welcome to your 2019-2020 Scholarship Fall Mailing packet. This section contains information relative to

our scholarship and funding opportunities. Please share this information with the college students in your

various networks, and encourage them to become familiar with our scholarship application deadlines and

apply during our open application periods.

Since 2013, the Educational Advancement Foundation (EAF) has utilized a Paperless Scholarship System

(PSS). Students and community organizations have been able to easily access and electronically process

undergraduate, graduate, Youth PAC scholarship applications, as well as Community Assistance Award

grant applications. Did you know that endowment and fellowship applications are processed via PSS as well?

Did you also know that endowments applications can be submitted anytime during the fiscal year?

2019 has been a stellar year for accomplishing our mission to promote lifelong learning. The PSS portal

continues to help grow our application pool. This year we received over 1,300 scholarship application via

our PSS portal. We are pleased to announce that over 40% were awarded scholarships ranging from $500 -

$10,000. Community Assistance grant applications have also increased by 50% over past years. We receive

applications from across all regions and most of the countries in which we serve.

Youth P.A.C. Service Awards are open to Undergraduate Chapters of Alpha Kappa Alpha Sorority, Inc.

Applications for Youth P.A.C. Service Awards are due during the Fall semesters. See the enclosed fact sheets or visit akaeaf.org for additional information.

We look forward to adding new ways to promote our scholarship efforts; including increased presence

on social media platforms, developing an EAF app, and partnering with and targeting university/college

financial aid offices to showcase our information on their websites.

The Educational Advancement Foundation would like to thank you for your continued financial support

as we “Exemplify Excellence Through EAF.” If you have any questions about our scholarship application

process please feel free to contact either Gloria L. Pruitt, Program Coordinator, at [email protected] or

Rachel Dixon, Endowment Program Coordinator, at [email protected].


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mailto:GPruitt%40akaeaf.net?subject=

mailto:RDixon%40akaeaf.net?subject=

How do I apply for scholarships, fellowships, and grants?

The process to apply is simple:

1. Go to the EAF website at www.akaeaf.org,2. Click on the Scholarship, Endowments or Fellowships Tab,3. Click on the link to access the scholarship portal to establish your scholarship profile,4. Complete your online application including all required attachments.

Eligibility information can be found on our website at www.akaeaf.org. Deadline for applications are: Undergraduate students – April 15th Graduate students – August 15th Community Assistance grants – August 15th Endowment scholarships – no deadline Fellowship Awards - April 15 (even-numbered years only)

Please note that EAF scholarships are open to all (including international students), members of Alpha Kappa Alpha, and their dependents. Youth Partners in Accessing Capital (Youth P.A.C.) awards are open to undergraduate members of Alpha Kappa Alpha Sorority who are at least a sophomore, have a 3.0 GPA or better, and exemplify leadership and volunteer service. Applications for Youth P.A.C. scholarships are due April 15th.

We are exploring new ways to promote our scholarship efforts; including increased presence on social media platforms, developing an EAF App, and partnering with and targeting university/college financial aid offices to showcase our information on their websites.

The Educational Advancement Foundation would like to thank you for your continued financial support as we “Exemplify Excellence Through EAF.” If you have any questions about our scholarship application process please feel free to contact either Gloria L. Pruitt at [email protected] or Rachel Dixon at [email protected].

Scholarship cornerEducational Advancement Foundation

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Undergraduate Fact Sheet“Exemplifying Excellence Through EAF”

Alpha Kappa Alpha Educational Advancement FoundationGeneral Undergraduate Scholarship

INTRODUCTIONThe Alpha Kappa Alpha Educational Advancement Foundation, Inc. (EAF) provides funds to advance education in fulfillment of its mission: “To promote lifelong learning.” This is accomplished by securing charitable funds to award scholarships, fellowships and grants.

The Foundation is a source of support to graduate students, post freshman students and non-profit organizations serving diverse beneficiaries. Foundation scholarships and grants are awarded without regard to gender, race, creed, age, sexual orientation, ethnicity or disability. The only means to obtain an application is through the EAF website – www.akaeaf.org.

AWARDSSCHOLARSHIPS-- Merit scholarships are awarded to undergraduate students - this is a one-time award.-- Financial Assistance scholarships are awarded to undergraduate students - this is a one-time award. **If applying for Financial Assistance Scholarship you will also need to fill out the Financial Need Analysis form.OBJECTIVEOur focus is to provide undergraduate college students at sophomore level or higher access to financial support based either on academic merit or financial need. Many local chapters of Alpha Kappa Alpha Sorority, Inc. provide the counter-support: aid to entering freshmen students.

ELIGIBILITYHigh School students and college freshmen are not eligible and should not apply. On-line and accelerated classes are accepted. The deadline for all applications is April 15, 2020.

CRITERIAThe following general criteria is a summary and applies to all award categories: Undergraduates must be a full-time and currently enrolled student with at least a sophomore standing at an accredited degree-granting institution. Demonstrated exceptional academic achievement/or financial need. Demonstrated and documented leadership, volunteer, civic and academic services.

SELECTIONAwardees will be notified in August. This is a blind process (without knowledge of who the applicant is), to insure fairness and objectivity. Recommendations by the panels are subject to final approval by the Alpha Kappa Alpha Educational Advancement Foundation, Inc. Board of Directors.

Gloria L. PruittEAF Program Coordinator5656 S. Stony Island Ave.Chicago, IL 60637(800) 653-6528Email: [email protected]: www.akaeaf.org

CALENDARApril 15, 2020Applications must be submitted electronically via online portal by 11:59 PM CST

*Award Information – Qualified expenditures include: Tuition, room/board, coursework fees, books and supplies (paper, notebooks, computers, electronic media, etc); local transportation (e.g., to/from/at school), including bus fare, mileage auto expense, parking, and tolls.


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graduate Fact Sheet“Exemplifying Excellence Through EAF”

Alpha Kappa Alpha Educational Advancement FoundationGeneral Graduate Scholarship

INTRODUCTIONThe Alpha Kappa Alpha Educational Advancement Foundation, Inc. (EAF) provides funds to advance education in fulfillment of its mission: “To promote life-long learning.” This is accomplished by securing charitable funds to award scholarships and grants.

The Foundation is a source of support to graduate students, post freshman students and non-profit organizations serving diverse beneficiaries. Foundation scholarships and grants are awarded without regard to gender, race, creed, age, sexual orientation, ethnicity or disability. The only means to obtain an application is through the website.

SCHOLARSHIPSMerit scholarships are awarded to graduate students, this is a one-year award.-- Financial Assistance scholarships are awarded to graduate students, this is a one-year award. **If applying for a Financial Assistance Scholarship please fill out the Financial Need Analysis form.

CRITERIAThe following general criteria is a summary and applies to all award categories: Graduates must be a full-time (depends on your schools qualifications) and currently enrolled student at an accredited degree-granting institution. On-line and accelerated classes are accepted. Graduate students must plan to continue their academic pursuits in the fall of the grant year. Demonstrated exceptional academic achievement/or financial need. Leadership, volunteer, civic and academic services.

SELECTIONAwardees will be notified by December. This is a blind process (without knowledge of who the applicant is), to insure fairness and objectivity. Recommendations by the panels are subject to final approval by the Alpha Kappa Alpha Educational Advancement Foundation Inc. Board of Directors.

Gloria L. PruittEAF Program Coordinator5656 South Stony Island Ave.Chicago, Illinois 60637(800) 653-6528Email: [email protected]: www.akaeaf.org

CALENDARAugust 15, 2020Applications must be submitted electronically via online portal by 11:59 PM CST

The deadline for all applications is August 15, 2020.

*Award Information – Qualified expenditures include: Tuition, room/board, coursework fees, books and supplies (paper, notebooks, computers, electronic media, etc); local transportation (e.g., to/from/at school), including bus fare, mileage auto expense, parking, and tolls.


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EAF General Scholarship Application Instructions

TYPES OF SCHOLARSHIPSPlease read all instructions carefully before completing an application form.

• Full-time student• Sophomore or beyond (only applies to undergraduate students)• Currently enrolled in an accredited degree granting institution• Minimum GPA of 3.0 (B average)• Demonstrates community service and involvement

Financial Assistance Scholarships:• Full-time student• Sophomore or beyond (only applies to undergraduate students)• Currently enrolled in an accredited degree granting institution• Minimum GPA of 2.5 (C+ average)• Demonstrates community service and involvementThese are one-year awards for undergraduate and graduate students.

TO AVOID DISQUALIFICATION, PLEASE COMPLY WITH ALL REQUIREMENTS FORTHE AWARD YOU ARE SEEKING.

A COMPLETE APPLICATION CONTAINS:Undergraduate: Completed application form including personal statement Three (3) letters of recommendation ( must not be dated earlier than January 2020) Official transcript(s) from all colleges that you have attended with cumulative GPA listed please open, scan, and add as an attachment. Financial Needs Analysis (if applying for a financial needs award)

Graduate: Completed application form Documentation of Project/Research, scholarly pursuit etc. (Two (2) double spaced typewritten pages max.) Three letters of recommendation (must not be dated earlier than January 2020) Official transcript(s) please open, scan, and add as an attachment. Financial Needs Analysis (if applying for a financial needs award) If first time Graduate student, please include a copy of your acceptance letter

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Fact Sheet“Exemplifying Excellence Through EAF”

Alpha Kappa Alpha Educational Advancement FoundationYouth P.A.C. (Youth Partners in Access to Capital)

Revised 10/2019

Introduction The Alpha Kappa Alpha Educational Advancement Foundation Youth P.A.C. Program began as a vision in 1997to involve young people in the philanthropic process. The Foundation’s leadership knew that creating a program to channel youth philanthropic commitment to mankind would pay large dividends in the future, in the form of trained, capable leadership.

Currently, the program is structured for undergraduate Sorors led by a committee of undergraduates headed by the Foundation’s 2nd Vice President (2nd Supreme Anti-Basileus).

MissionThe mission of the Alpha Kappa Alpha Educational Advancement Foundation Youth P.A.C. Program is to promote healing, nurturing, learning and uplifting of youth by assisting in developing lifelong learning skills. This will be accomplished by providing awards and scholarships that support these issues.

Service AwardsService Awards are one-time/one-year awards to Sorors and undergraduate chapters implementing platforms of Alpha Kappa Alpha Sorority, Inc.:

Objective1. To develop leadership among undergraduates in the areas of criteria development, evaluation, and fund management.2. To establish a specific relationship between undergraduates and the Educational Advancement Foundation (EAF).

EligibilityActive Undergraduate Sorors, sophomores or above, holding a 3.0 GPA and demonstrating leadership, volunteer, and civic services.

SelectionApplicant selection is done by the Youth P.A.C. Committee.

Recommendations by the committee are then subject to final approval by the Alpha Kappa Alpha EducationalAdvancement Foundation Board of Directors.

• HBCU 4 Life: A Call to Action• Women’s Healthcare and Wellness• Building Your Economic Legacy• The Arts!• Global Impact

This is an excellent opportunity for undergraduate chapters to experience grant writing and community service. Applications are available on-line.

Youth-P.A.C. CalendarApril 15, 2020Applications must be electronically submitted via online portal by 11:59 PM CST

Youth-P.A.C. Service Award CalendarFall Semester (check website for exact date)Applications must be electronically submitted by 11:59PM CST

Gloria L. PruittEAF Program Coordinator5656 South Stony Island AvenueChicago, Illinois 60637(800) 653-6528Email: [email protected]: www.akaeaf.org

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Alpha Kappa Alpha Educational Advancement FoundationYouth P.A.C.

Scholarship Application Instructions and GuidelinesPlease read all instructions carefully before completing the application form. Applications must be electronically submitted by April 15, 2020 11:59 PM CST.

A complete Application Packet Contains:• Two (2) current letters of recommendation, that must not be dated earlier than January 2020.

• Official transcript(s) from all colleges that you have attended with cumulative GPA listed

please open, scan, and add as an attachment.

• Personal Goal Statement

This is a one year/one time only scholarship. To be eligible for a scholarship, the applicant must meet the following criteria:

• Be an active undergraduate member of Alpha Kappa Alpha Sorority, Inc. at an accredited campus based degree

granting institution.

• Continuing a program of education in this or any other degree granting institution.

• Have a minimum GPA of 3.0 [at least a B average].

• Must demonstrate leadership, volunteer, and civic services.

• Submit two letters of recommendation: One from an instructor and the other from one who can attest to

your personal character and attributes; neither should come from a relative or peer.• Personal goal statement –Please include in your statement, how your goals support the Alpha Kappa Alpha

Educational Advancement Foundation Youth P.A.C. mission to promote healing, nurturing, learning and uplifting

of youth by assisting in the development of lifelong learning skills. Submit no more than two double spaced pages

with a minimum of 100 and no more than 250 words.

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Fact Sheet“Exemplifying Excellence Through EAF”

Alpha Kappa Alpha Educational Advancement FoundationCommunity Assistance Award

Introduction The Alpha Kappa Alpha Educational Advancement Foundation, Inc. (EAF) provides funds to advance education in fulfillment of its mission: “To promote life-long learning.” This is accomplished by securing charitable funds to award scholarships and grants.

The Foundation is a source of support to graduate students, post freshman students and non-profit organizations serving diverse beneficiaries. Foundation scholarships and grants are awarded without regard to gender, race, creed, age, sexual orientation, ethnicity or disability. The only means to obtain an application is through the website.

Community Asssitance Awards Community Assistance Awards are one-time awards to non-profit organizations implementing projects addressing one of the programmatic thrusts of Alpha Kappa Alpha Sorority, Inc.:

• HBCU 4 Life: A Call to Action

• Women’s Healthcare and Wellness

• Building Your Economic Legacy

• The Arts!

• Global Impact

Awards amounts may vary.

Selection Awardees will be notified by December. This is a blind process (without knowledge of who the applicant is), to insure fairness and objectivity. Recommendations by the panels are subject to final approval by the Alpha Kappa Alpha Educational Advancement Foundation Inc. Board of Directors.

The deadline for all applications is August 15, 2020.

Gloria L. PruittEAF Program Coordinator5656 South Stony Island AvenueChicago, Illinois 60637(800) 653-6528E-Mail: [email protected]: www.akaeaf.org

CalendarAugust 15, 2020Applications must be submitted electronicallyvia online portal by 11:59 PM CST.

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Guidelines/Instructions

“Exemplifying Excellence Through EAF”Alpha Kappa Alpha Educational Advancement Foundation

Community Assistance Award Application

Please read all instructions carefully before you begin to submit documents. All documents submitted become the property of the Alpha Kappa Alpha Educational Advancement Foundation. It is the responsibility of the applicant to submit a complete proposal packet. The Foundation will not assume responsibility for or attempt to join materials submitted separately.

The Community Assistance Award may be awarded to non-profit organizations for the following purposes:

A. Attendance at seminars, leadership development workshops and conferences.B. Professional development in education and leadership affairsC. Seed money to develop a project to address a specific thrust of the Alpha Kappa Alpha Sorority, Inc. International Programs.

InstructionsThe awards will be announced in December of 2020. Award amounts may vary.

All applications must be typewritten and double-spaced.The applicant must submit two letters of support and other supporting documents, budget, and narrative, not to exceed five (5) typewritten pages, double-spaced. Additionally, provide a copy of your IRS 990 or audit.

The narrative should include:• Name of project/activity• Need or rationale• Objectives• Procedure• Number of participants assisted by this program• Target audience• Relationship to Alpha Kappa Alpha Sorority, Inc. program priority• Expected benefits• Method of evaluation (with proper timeline)

The budget must include:• Total funds for the project/activity• Delineate the use of requested funds• Funds from other sources (if applicable)

Within 90 days of completion of project/activity, a final report must be filed with the Educational Advancement Foundation which includes the actual budget expenditures and accomplishments.

**This is a one-time award. An organization that has received an award from AKA-EAF in the pastis not eligible to apply.

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Please read all instructions carefully before you begin to submit documents. All documents submitted becomethe property of the Alpha Kappa Alpha Educational Advancement Foundation, Inc. It is the responsibility of theapplicant to submit a complete application. The Foundation will not assume responsibility for or attempt to joinmaterials submitted separately.

Fellowship Awards do not require enrollment in an academic institution. These awards help to improve the lives ofothers by funding research and projects with practical application. We have 58 fellowships ranging in the followingareas:

Business STEMChildhood Development EducationGlobal Issues HBCUHuman Services LeadershipHealth/Science Etc…..

InstructionsAttachments must include:• Application• Narrative (no more than 2 pages)• Official Transcripts (if applicable)• Budget• Two letters of support & other support materials

Narrative:Name of project/activity• Need or rationale• Objectives• Procedure• Number of participants assisted by this program• Target audience• Expected benefits• Method of evaluation (with proper timeline)

Budget:• Total funds for the project/activity• Delineate the use of requested funds• Funds from other sources (if applicable)

DeadlinesApplications are due April 15th of each even numbered year.The awards will be announced in August of 2020. Award amounts may vary.

Guidelines/Instructions


Fellowship Award Application

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Endowed Scholarship Fund Agreement“Exemplifying Excellence Through EAF”

Alpha Kappa Alpha Educational Advancement Foundation

The Fund shall be called the*Region for recognition

Indicate why the fund was established (e.g. in memory of a loved one; to perpetuate lifelong learning in a region; support students in a particular field of study, etc.)

The fund was initiated in (mm/dd/yy): through a gift of $ (A minimum of $1,000 is required to initiate a fund) to provide assistance to: Males Females Graduate Undergraduate GPA Major College State RegionMembers of AKA only

The fund will grow through contributions byTo anticipate capitalization (reach $20,000 principal) by year (Funds are to be capitalized in ten years from the date of initiation beginning 1/3/05. If for some reason I cannot meet this obligation I will notify EAF).

Once “capitalized,” awards may be made based on the actual interest and dividends accrued on the principal, less the inflation factor, for the prior fiscal year. Each Endowment account will be assigned its pro rata portion of the year’s net earnings. This amount will be determined by the annual audit and shared with eligible donors on their annual statement. Based on available earnings, I would like for awards to be made: Annually Biennially Commencing:

The Foundation’s annual statement of account as appropriate should be forwarded to the endowment holder:AddressPhone

NameAddressPhone

Name Amount AddressPhone

Name AmountAddress PhoneE-Mail

I understand that all endowed scholarship awards must be consistent with the Foundation’s award policy; the principal shall remain in perpetuity; and the payout is based only on the net earnings of the fiscal year preceding the award period. Once capitalized, the holder will be presented the Green Diamond Award at the next National EAF Event held at the Leadership Seminar or Boule´.

Signed - Endowment Holder/Date Glenda Glover Foundation President

Forward completed agreement to the Alpha Kappa Alpha Educational Advancement Foundation, Inc., 5656 S. Stony Island Avenue, Chicago, IL 60637 Phone: (773) 947-0026 Fax: 773-947-0277 Email: [email protected] Website: www.akaeaf.org

Fund Name:

Purpose:

Eligibility:

Funding:

Awards:

Reports:

Additional Report Authorized to:

Initial Donor(s):

When capitalized award recipient information


Glenda Glover

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Fellowship Agreement“Exemplifying Excellence Through EAF”


Name of Fellowship

Region for Recognition

Purpose:

Narrative Topic:

Eligibility:

Funding:

Awards:

Reports:

Closure:

The Fellowship will grow through contributions submitted to EAF designated for this Fellowship Fund. It is understood that these funds will not be invested.

Fellowships will be awarded during the even numbered year. The amount of the award will be determined by the Administrator or designated group. Written notification of the Awardee(s) shall be sent to EAF. The Administrator shall notify EAF at least 30 days in advance to request the check for the award.

The Foundation’s annual statement of account as appropriate should be forwarded to the Fellowship Administrator.

If the Fellowship Fund reaches a minimum of $250.00 or less and no additional funds are contributed into the fund within a twelve months period, EAF has the right to transfer the funds to the Foundation’s general scholarship fund.

This Fellowship shall support students in a particular field of study (i.e. Lupus Disease, Non-Violent Alternatives, Math/Science)or Personal background( i.e. Foster Child) etc.:

The Fellowship was initiated in (mm/dd/yy): through a gift of $ (A minimum of $1,000 is required) to provide assistance to:

Indicate what the narrative statement topic should include:

Males Females Graduate Undergraduate GPA Major College State RegionMembers of AKA only

Check all that apply

Address

City/StatePhone

I understand that all Fellowship awards must be consistent with the Foundation’s award policy.

Signed - Fellowship Administrator /Date Glenda Glover Foundation President


Glenda Glover

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Non-Profit Chapter Assistance Program (N.C.A.P.) Fact Sheet “Exemplifying Excellence Through EAF”


Alpha Kappa Alpha Sorority, Inc. and Alpha Kappa Alpha Educational Advancement Foundation, Inc. are committed to ensuring that chapters and members have maximum opportunities to raise money for scholarships and community projects while operating within the regulations governing the respective organization’s IRS classification.

Chapters raise money for scholarships and forward the funds to EAF for their Non-Profit Chapter Assistance Program. Donations may also be sent directly to the Foundation, designating the contribution in the chapter’s name. When a Non-Profit Chapter Assistance Program reaches $20,000, it is capitalized, and the chapter can award scholarships from interest and dividends accrued net the investment administrative fee. The chapter sets the eligibility criteria, determines the selection process and committee, and selects the recipient(s) of its scholarship. The Chapter will request checks by submitting the selected recipients to EAF by the established deadline.

Non-Profit Chapter Assistance Programs are only available to those chapters that have attained Silver level status or higher. [Requirement: ALL chapter members must be EAF members and the chapter must have contributed at least $150-$500 (based on chapter size) in addition to EAF membership dues].

Non-Profit Chapter Assistance Programs will be regulated by a Non-Profit Chapter Assistance Program Memorandum of Understanding (MOU) entered into between the Sorority, EAF and the participating chapter, and a Non-Profit Chapter Assistance Program Agreement (Agreement) entered into between EAF and the participating chapter.

Chapters are encouraged to partner with EAF by establishing Scholarship Endowments in the chapter’s name.

Benefits:

How it works:

Eligibility:

Governance:

• Eliminates the expense and recording-keeping associated with forming a not-for-profit foundation. EAF is a 501(c) (3) entity with a not-for-profit tax deductible status; chapters are 501 (c) (7);

• Increases EAF’s visibility and awareness throughout the Sorority and the communities served; • Increases fund-raising opportunities and resources, due to the favorable tax treatment provided to 501(c)

(3 organizations.

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Non-Profit Chapter Assistance Program (NCAP)“Exemplifying Excellence Through EAF”



EAF makes it easier for small to medium-sized Chapters with NO 501(c)(3) foundation of its own, to manage scholarship awards!

If your Chapter has not already established a foundation to award scholarships in your local area, you can easily do this through EAF by participating in our Non-Profit Chapter Assistance Program (“NCAP”). This program is a partnership between EAF, Alpha Kappa Sorority, Inc. and your chapter that allows your chapter supporters to donate to your local fundraising initiatives and receive charitable contribution tax treatment for those donations.

Once your Chapter decides to invest its fundraising dollars in an NCAP Endowment fund, EAF will help your Chapter grow its funds to new heights. By investing its scholarship funds through EAF, the Chapter can increase the funds through the many sophisticated investment vehicles EAF uses. As soon as the NCAP fund is capitalized, the Chapter will be able to grant scholarships and other awards from the endowment. Your Chapter will still manage the scholarship process by:

• Deciding who receives the scholarship from the Endowment fund.

• Soliciting funds from corporations and having them sent to your EAF designated and managed endowment fund.

EAF can take care of the scholarship administrative work for you:

• Your Chapter can set the criteria for its scholarship awards, and EAF will analyze all scholarship applications and advise the Chapter of the best candidates.

• Your scholarship committee can make the final selection of who receives funding from your Endowment fund.

• EAF can take care of all of the details for notifying the applicants and scholarship recipients, and can send the scholarship checks directly to recipients or send the checks to your Chapter for presentation to the recipients.

If you are interested in obtaining more information about this exciting opportunity to partner with EAF and AKA and establish an NCAP Endowment, contact your Chapter’s EAF Captain and /or send an email to [email protected].


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Program Description and Details:

Given the Internal Revenue Service’s increasing oversight of 501(c)(3) and 501(c)(7) organizations relative to fundraising and accounting practices of such organizations, Alpha Kappa Alpha Sorority, Incorporation (Sorority) and Alpha Kappa Alpha Educational Advancement Foundation, Inc. (EAF) are committed to ensuring that chapters and members have maximum opportunities to raise money for scholarships while operating within the regulations governing the respective organization’s IRS classification.

To assist chapters in maximizing their fundraising opportunities, ensure that such fundraising activities are properly conducted so that the Sorority and chapters do not violate the regulations governing 501(c)(7) organizations, and avoid any possibility that donors are mislead as to whether donations to chapters are tax deductible, the Sorority and EAF propose to encourage chapters to take advantage of the opportunity to establish an NCAP Scholarship Fund. The opportunity to establish an NCAP Scholarship Fund will only be available to chapters that have a 100% membership in EAF (at the Silver Level) and agree to governed by (i) an NCAP Endowment Memorandum of Understanding (MOU) between EAF, the Chapter and the Sorority, and (ii) an NCAP Scholarship Fund Agreement (Agreement).

An NCAP Endowment will increase fundraising opportunities and resources available to participating chapters because such chapters will have access to the favorable tax treatment that is provided to 501(c)(3) organizations without the expense and recording keeping associated with forming a foundation. The benefits to EAF of facilitating NCAPs include potential increase in membership and revenue, as well as increased visibility and awareness of EAF throughout the Sorority and the communities served, thus addressing targets number two (2) on Public Awareness Goal- to increase the Presence of the Educational Advancement Foundation, Inc. and four (4) Membership Goal-to Enhance members understanding and support of the goals and activities of the Educational Advancement Foundation, Inc. of EAF’s strategic plan (Rev. 2018).

Eligibility: This Program will only be available to chapters of the Sorority that have attained the Silver level or higher, i.e., the chapter must have contributed at least $100-$500 (Based on chapter size) in addition to EAF membership dues.

Governance: NCAP is regulated by an NCAP Memorandum of Understanding (MOU) entered into between the Sorority, EAF, and the participating chapter, and an NCAP Scholarship Fund Agreement (Agreement) entered into between EAF and the participating chapter.

Proposed terms and conditions: NCAP Memorandum of Understanding (attached) NCAP Scholarship Fund Agreement (attached)


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NCAP Endowment Memorandum of Understanding

This Chapter Endowment Memorandum of Understanding (MOU) is entered into this _____________day of_________, 20____ by and between Alpha Kappa Alpha Educational Advancement Foundation, Inc (EAF). Alpha Kappa Alpha Sorority, Inc. (Sorority), and ________________________________ Chapter of Alpha Kappa Alpha Sorority, Inc. (Chapter) to govern the Chapter and EAF regarding the endowment hereby established by the Chapter (Chapter NCAP Endowment) for the purpose of awarding scholarships to recipients indentified by the Chapter.

Parties to the MOU agree to be bound by the following terms:

Background:1. In the order for the Chapter to be eligible to enter into this MOU, 100% of the Chapter’s members must also be members of EAF and the Chapter must have attained the Silver level or higher, i.e., made an annual contribution to EAF at least $100-$500 (Based on the Chapter’s size) in addition to membership dues.

Chapter’s Responsibilities:2. The Chapter must maintain 100% membership participation in EAF and annually contribute to EAF at the Silver level or higher (i.e., $100-$500, depending based on the Chapter’s size, in addition to membership dues) from the date the NCAP is established until the NCAP is terminated. The Chapter shall report its membership participation level and contributions to EAF annually on the appropriate forms provided to the Chapter by EAF. EAF will monitor the Chapter’s membership regularly to regularly ensure the Chapter is in compliance.

3. The Chapter must make an initial minimum contribution to its NCAP endowment of at least one thousand dollars ($1,000.00).

4. The Chapter will not be allowed to make any scholarships from the NCAP fund until the contributions from the Chapter to the NCAP funds total twenty thousand dollars ($20,000.00) at which point the endowment will be considered capitalized. The Chapter must achieve capitalization (i.e., principal balance of $20,000.00) within ten (10) years of the date of this MOU. This MOU shall automatically terminate in the event the Chapter fails to capitalize the NCAP within ten years of the date of this MOU and the funds will revert to the EAF General Fund.

5. Once the NCAP scholarship fund is capitalized, scholarship awards may be made from the actual interest and dividends accrued on the principal in the NCAP fund net of investment expenses, provided that, the Chapter shall not be allowed to make any scholarship awards that deplete the NCAP fund to a total of less than twenty thousand dollars ($20,000.00).

6. If the Chapter engages in fund raising activities that mention EAF or the NCAP, the Chapter must submit at least fifty percent (50%) of the net proceeds raised to EAF as contributions to the principal of the NCAP The Chapter must use EAF’s designated receipt for all funds received from individuals, corporations, and other organizations pursuant to any solicitation that mentions EAF or the NCAP One copy of each receipt must be (cont. on next page)


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submitted to EAF along with the Chapter’s check(s) or the donor’s check(s). The Chapter must submit documentation to EAF accounting for any funds retained by the chapter that were used for charitable purposes (i.e. local scholarship awards or awards to 501(c)(3) organizations) or reasonable fundraising expenses. As examples, the chapter can use the remaining fifty percent (50%) of said net proceeds to award local scholarships to students or community organizations or as seed money for the next fundraiser.

7. The Chapter shall retain control and authority for selecting and designating scholarship award recipients from the NCAP fund account. The Chapter shall forward the names of such recipients and the corresponding dollar amount of the award to EAF, which shall be responsible for sending the appropriate checks to the recipient or the Chapter, at the Chapter’s option, under the terms and conditions of this Agreement.

8. To facilitate donor recordkeeping in accordance with the IRS regulations, the Chapter shall issue a receipt to each individual or corporation making a contribution. The Chapter will be required to use EAF’s Charitable Contribution Receipt for all funds received through any fundraising activities that mention EAF or the NCAP. The special Charitable Contribution Receipt will be provided to the Chapter by EAF as needed upon request.

9. If the Chapter chooses to have EAF administer the Chapter’s scholarship application and selection process, the Chapter will make such arrangements with EAF staff.

10. The Chapter shall develop objective, non discriminatory criteria regarding scholarship awards the Chapter designates under the NCAP.

EAF’s Responsibilities:

11. EAF shall retain one percent (1%) of the proceeds contributed by the Chapter to the NCAP to cover the management and administrative costs associated with maintaining and administering the NCAP fund.

12. EAF shall provide the Chapter with annual statements showing the balance in the NCAP account, including all contributions received, interest and dividends accrued, and awards paid out.

Termination of the MOU:

13. This MOU shall continue in existence until modified or terminated by either party. Any modification shall be approved by both parties.

14. This MOU shall automatically terminate in the event that the Chapter fails to capitalize the NCAP within ten years of the date of this MOU, and the funds on deposit in the NCAP will revert to EAF’s General Fund for the purpose of awarding scholarships because the funds were solicited under EAF’s 501(c)(3) designation.


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15. EAF may terminate this MOU in the event the Chapter does not adhere to the responsibilities listed in this MOU, and the funds on deposit in the NCAP will revert to EAF’s General Fund for the purpose of awarding scholarships because the funds were solicited under EAF’s 501(c)(3) designation.

16. If the Chapter desires to terminate this MOU and NCAP the funds on deposit in the NCAP will revert to EAF’s General Fund for the purpose of awarding scholarships because the funds were solicited under EAF’s 501(c)(3) designation.

This MOU represents the full understandings of the parties and cannot be modified or amended without the express written approval of both parties. Nothing in this provision will prohibit EAF from exercising the authority governing NCAPs under this MOU or other agreements as it related to the overall administration of endowments accounts.

By signing below, the parties acknowledge their mutual understanding and agree to be bound by the terms and conditions as set forth in this N.C.A.P. Memorandum of Understanding. Alpha Kappa Alpha Alpha Kappa Alpha Sorority,Educational Advancement IncorporatedFoundation, Inc.

By: By: Title: Executive Director Title: Executive Director

Chapter of Alpha Kappa Alpha Sorority, Incorporated

By: Chapter Basileus


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Non-Profit Chapter Assistance Program Fund Agreement

Chapter:

Fund Name:

Purpose:

Eligibility:

Criteria: (Specify)

Capitalization:

Awards:

Reports:

Soliciting:

Requesting Checks

AdditionalReport

Funding:

Indicate the Chapter’s purpose for establishing the Fund

The Fund will grow through contributions made byIf the Chapter engages in fundraising activities than mention AKAEAF or the Fund, the Chapter must submit at least 50% of the proceeds raised to AKAEAF as contributions to the principal of the Fund.

The Chapter anticipates that the Fund will be capitalized (i.e., reach $20,000 in principal) by (year) . (Funds must be capitalized within ten years of the initiation date stated above or the principal will revert to AKAEAF’s general fund.)

Once capitalized, awards may be made from the Fund based on the actual interest and dividends accrued on the Fund’s principal, less an inflation factor, and administrative fees, for the prior fiscal year. (AKAEAF will assign each endowment account it’s pro rata portion of annual net earnings as determined by the annual audit and reported to the Chapter in its bi-annual statements.)Based on available earnings, the Chapter plans to make awards: Annually Biennially

The Chapter must use AKAEAF’s designated receipt for all funds received from individuals and corporations pursuant to any solicitation that mentions AKAEAF or the Fund. A copy of each receipt must be submitted to AKAEAF along with the Chapter’s contribution. If the amount of the check(s) submitted by the Chapter is less than the total of the receipts, the Chapter must submit documentation to AKAEAF accounting for difference and certifying that the funds were used for charitable purposes (e.g. awards to 501(c)(3) organizations) or reasonable fundraising expenses.

AKAEAF will provide the Chapter a bi-annual statement for the Fund account. The statement will be sent to the Chapter’s Basileus at the address on record for the Chapter.

The Fund was initiated on (mm/dd/yyyy) ________________ by the Chapter with the amount of ____________________ (a minimum of $1,000 is required to initiate a fund) and the Chapter executed a Memorandum of Understanding with AKAEAF and Alpha Kappa Alpha Sorority, Incorporated.

The Fund shall be called the

Region:

Address

City/State

Phone

The Chapter shall provide AKAEAF 30 days advance notice when requesting checks for award recipients. Checks will be sent to the person/entity designated in the request (recipient or Chapter).

The Chapter understands that: endowed scholarship award criteria must be consistent with AKAEAF’s policies; the Fund principal shall remain on deposit with AKAEAF in perpetuity even if the Fund is not capitalized; and award payouts are limited to the Fund’s net earnings for the fiscal year preceding the award. Once the Fund is capitalized, the Chapter will receive the Green Diamond Award at an AKAEAF event during the next Leadership Seminar or Boule.

Glenda GloverSigned – Chapter Basileus Date President, AKAEAF


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Chapter

Chapter Basileus

City

City

Make all checks payable to: Educational Advancement Foundation (EAF)

2. Individual Donations = (see the Individual Endowment Donation Form)


Phone

Phone

Graduate Advisor’s Name(Undergraduate Chapters Only)

Address

EAF Chapter Captain’s Name (Required)

Email Address

Endowment Name:

Phone: 800-653-6528

1. Send Original to EAF 2. Send copy to your Regional Coordinator and Chapter EAF Captain

3. Make copy for your records

website: www.akaeaf.org E-mail: [email protected]

Donation amount

State

State

Zip

Zip

Email

Chapter Address

Region Date

Chapter Endowment Contribution FormEducational Advancement Foundation

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INDIVIDUAL Endowment Contribution FormEducational Advancement Foundation

Yes, I want to make a contribution toEAF to promote lifelong learning

Giving amoumt

Name Date

Address City

State Zip

Email Phone

Please indicate if this is a change of addressI would like information on how to start an Endowed Scholarship fund.I would like information regarding leaving EAF in my will.

Endowment Name

Individual Donation = (see the Individual Dontion Form)

1. Send Original to EAF 2. Send copy to your Regional 3. Make copy for your records Coordinator and Chapter Captains

EAF continues to be the sole source of support other than student loans for many of our student recipients. The community based organizations and individual projects funded through our Community Assistance Award (CAA) program are often overlooked by other funding sources. During 2019 the Foundation awarded over $2,000,000 in scholarships and community assistance awards. You may donate online at donate.akaeaf.orgMake check payable to: Educational Advancement Foundation or EAF and return form with payment to address below.

Educational Advancement Foundation - 5656 South Stony Island Ave. - Chicago, IL - 60637773-947-0026 Fax: 773-947-0277

Email: [email protected] Donation Website: donate.akaeaf.org

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ENDOWMENT/FELLOWSHIP FUNDCheck Request

Date Requested

Date Needed

Amount of CheckEndowment

Name of Fund

Name

Street Address/PO Box:

Requested By:

Phone Number of person(s) requesting funds

Approved By:

Regional Director Signature(When applicable)

Special Mailing Instructions

Date

Date

Date

City

Phone

State Zip

Fellowship

Check Made Payable To:

Purpose

*Please request at least30 days before presentation

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