PI KAPPA ALPHA FOUNDATION

2012 ANNUAL REPORT

Raising funds to educate and empower principled leaders

Thanks to your continued support of your

Fraternity this past year, the Pi Kappa Alpha

Foundation set new records in terms of program

support, grants, individual scholarships and funds

raised.

It has been an honor to serve you and our

organization as President of the PIKE Foundation

for the past two years. This role presented me with

a special opportunity to help make a diff erence

in the lives of young men who have sought

the Fraternity’s assistance with their personal

development outside the classroom. While we

can always do more, I believe that, thanks to your

support, we have responded to this call.

During my term of offi ce the Foundation sought to accomplish

the following four objectives…

• Launch our fi rst major fundraising campaign to partially endow

PIKE University and its programming;

• Develop and deliver a leadership lecture series, profi ling

successful alumni who provide insight to aspiring student

leaders;

Thomas C. Tillar, Jr.

(Virginia Tech,

Epsilon ’71)

Foundation

President

2011-12

FROM THE PRESIDENT OF THE PI KAPPA ALPHA FOUNDATION

Thomas C. Tillar, Jr.

Foundation President 2011-12

Thomas C. Tillar, Jr.President & Trustee(Virginia Tech, Epsilon ’71)Vice President for Alumni RelationsVirginia Tech, Blacksburg, VA

Bruce A. WolfsonVice President & Trustee(Pennsylvania, Beta Pi ’71)General CounselThe Rohatyn Group, New York, New York

Mark A. RobertsonSecretary/Treasurer & Trustee (Southern Methodist, Beta Zeta ’82)Attorney and PartnerFulbright & Jaworski, LLP, New York, New York

Joseph Caruso, Trustee(Florida Tech, Zeta Sigma ’70)President and CEOOmnifi rst Capital CorporationMoorestown, New Jersey

W. Thomas Clark, Trustee(Virginia Tech, Epsilon ’73)Retired Managing PartnerMorgan Stanley Dean WitterNorth Salem, New York

• Improve communication, transparency, and outreach with our

loyal supporters; and

• Become a more sophisticated and cost-eff ective charitable

foundation with highly-trained and knowledgeable staff and

volunteer offi cers.

Concrete evidence of success exists for each of the above

mentioned areas. A summary of the past year is highlighted

throughout this report, which will be provided to you on an annual

basis moving forward.

Your Foundation will continue to carry out these objectives and

remain focused on setting lofty goals each year. We are all champions

and advocates for those who want to make themselves better

stewards of Pi Kappa Alpha, their chapters, communities and society.

Thanks to your support, we are playing an important role in the lives

of 15,000 undergraduate members and the greater Pi Kappa Alpha

Fraternity.

STAFF

N. Ryan Flickinger(Southern Illinois, Iota Mu ’94)Chief Executive Offi cerrfl ickinger@pikes.org901-748-1948 x101

Sandra H. NewsomDirector of Annual Givingsnewsom@pikes.org901-748-1948 x113

Daniel M. Stockton(Central Oklahoma,Lambda Iota ’06)Director of Developmentdstockton@pikes.org901-748-1948 x103

Ginny N. StalkerDirector of Developmentgstalker@pikes.org901-748-1948 x141

Judy L. BrunoScholarship Programs & Donor Relationspkaef@pikes.org901-748-1948 x102

J.R. Parsons(Wyoming,Iota Alpha ’01)Pi Kappa Alpha CFOjparsons@pikes.org901-748-1868 x114

Steven S. Heck, Trustee(Kansas State, Alpha Omega ’88)Director, Taxes & Global PlanningProcter & Gamble CompanyCincinnati, Ohio

Keith J. Ketchman, Trustee(Florida, Alpha Eta ’74)PresidentKetchman/Wolf AssociatesChicago, Illinois

John L. Lisher, Trustee(Indiana, Delta Xi ’71)AttorneyKopka, Pinkus, Dolin & EadsIndianapolis, Indiana

Edward A. Pease, Trustee(Indiana, Delta Xi ’71)Senior Vice PresidentRolls-Royce North AmericaWashington, D.C.

David W. Porter, Trustee(East Central, Epsilon Omega ’84)Corporate Vice PresidentMicrosoft CorporationRedmond, Washington

G. Brint Ryan, Trustee(North Texas, Epsilon Delta ’83)Founder and CEORyanDallas, Texas

Joseph J. Turner, Jr., Trustee(Clemson, Eta Alpha ’70)Chief Executive Offi cerFirst Sun Management CorporationClemson, South Carolina

Richard F. Ogle, Trustee Emeritus(Alabama, Gamma Alpha ’61)Attorney, Christian & Small LLPBirmingham, Alabama

William N. LaForge, Trustee Emeritus(Delta State, Zeta Beta ’69)PrincipalLaForge Government RelationsWashington, D.C..

Marvin D. Dennis, Trustee Emeritus(Illinois, Beta Eta ’56)PresidentDennis & CompanySan Francisco, California

2012 BOARD OF TRUSTEES

2

This historic $10 million campaign is focused on partially endow-

ing and subsidizing the PIKE University program. PIKE University is

a premier personal development and leadership-training platform

off ered to undergraduate members and alumni volunteers of Pi

Kappa Alpha.

While offi cially started in late 2011, much of the major gift fun-

draising for this Campaign took place in 2012. The Campaign was

publicly announced at the July International Convention in Denver,

Colorado, upon reaching the $6 million threshold. As of December

31, 2012, the Campaign realized a total of $6,329,086 in pledged

commitments.

There are six funds within the campaign that align with PIKE

University’s strategic plan to bolster programs and expand access

for more Pikes. The chart below explains the distribution of existing

pledged funds by category. The corresponding fundraising goals

(and percentile met) for each focus area are as follows:

PIKE University Programs $5,000,000 78%

Distance Learning & Technology $2,000,000 2.5%

Alumni Programming $1,000,000 26%

President’s Council $1,000,000 58%

Chapter Endowments $1,000,000 111%

Having attained 63% of the total $10 million goal, the Campaign

has enjoyed support from more than 200 total donors, with an average gift size of just under $30,000.

For a listing of donors to The Campaign for PIKE

University visit pikes.org/campaign or scan this QR

code.

PIKE UNIVERSITY LEADERSHIP LECTURE SERIES The Foundation is pleased to sponsor the Leadership Lecture Series. The program focuses on identifying and engaging some of Pi

Kappa Alpha’s most esteemed alumni to share personal and professional success stories and lessons for the benefi t of undergraduate

members. The sessions, held at each PIKE University event, often result in discussing the impact Pi Kappa Alpha can have on an

individual and parallel skills developed in the chapter. This experience can build the foundation for success after graduation.

The 2012-13 Leadership Lecture faculty included:

• Richard C. Scott (Florida Tech, Zeta Sigma ’69), Entrepreneur

• Robert “Bob” J. Noelke (Illinois, Beta Eta ’76), Partner at Lord Abbett & Company

• Daniel R. Henry (Missouri, Alpha Nu ’86), NetSpend Corporation CEO

• Damon T. Hininger (Kansas State, Alpha Omega ’90), Corrections Corporation of America CEO

• George W. Levert (Louisiana Tech, Gamma Psi ’65), Venture Capitalist

• Dr. James L. Melsa (Iowa State, Alpha Phi ’57), Iowa State Engineering Dean Emeritus

• L. Owen Brown (Auburn, Upsilon ’61), Owen Brown Enterprises, Ltd. President and CEO

• Glenn A. Adams (Southwestern, Alpha Omicron ’76), Texas Shale Gas Resources, LLC CEO

3

Gift Purpose

1. Pike University Programs $ 3,890,800,00

2. Distance Learning & Technology $ 44,480.00

3. Alumni Programmimg $ 260,000.00

4. President’s Council $ 577,847.21

5. Chapter Endowments $ 1,111,891.47

6. Other $ 444,067.18

$ 6,329,085.86

1 2 3 4 5 6

Goals by Area and Percentage Pledged

YEAR-END FINANCIAL REPORT

Statement of Activities

2012 marked a historical year for the Pi Kappa Alpha Foundation.

By the numbers, the Foundation achieved unparalleled success in

a number of critical benchmarks. The year certainly highlighted the

importance of donors making unrestricted contributions as the

Foundation incurred only $363,555 in (unrestricted) fundraising

expenses to raise $1,739,619 of restricted funds, representing a total

return of 379%.

REVENUES & SUPPORT 2012 2011

Cash contributions $1,446,371 $1,715,932

Pledges $1,012,180 $233,331

Rental income $85,829 $85,829

Investments $489,120 $84,906

Miscellaneous $225,861  

Total $3,259,361 $2,119,998

EXPENSES 2012 2011

War Memorial maintenance $129,611 $131,600

Management & general $484,404 $555,987

Fundraising $363,555 $277,385

Shield & Diamond support $45,174 $35,518

Scholarships & grants $507,992 $501,698

Total $1,530,736 $1,502,188

CHANGE IN NET ASSETS $1,728,625 $617,810

2,322individual donors

37%

increase in total contributions

from prior year

13%

decrease in

fundraising expenses

14¢

cost per dollar raised

This report summarizes 2012 fi scal year, ending December 31, 2012. A detailed audited

fi nancial report, IRS 990 fi ling, and governance policies will be made available upon request.

Cash Contributions & Pledges

Permanentlyrestricted

Temporarilyrestricted

Unrestricted

Othercontributions

2012

2011

2010

2009

2008

$0 $2 $4 $6 $8 $10 Millions

Permanently restricted Temporarily restricted Unrestricted

Foundation Net Assets

4

Total revenues in 2012 increased by 54%, while total expenses

were only marginally higher than the prior year. Additionally, non-

staff fundraising expenses decreased by 56%. Overall, net assets

increased by more than $1.7 million, 180% greater than in 2011.

The Pi Kappa Alpha Foundation continues to make great strides

in not only its fi nancial performance, but also in its reporting to

donors. As evidenced by this annual report, the Foundation pledges

to regularly communicate and provide transparency of activities to

its donors on a regular and consistent basis.

5

PI KAPPA ALPHA FOUNDATION ENDOWMENT FUND The Pi Kappa Alpha Foundation manages an endowment for

the benefi t of Pi Kappa Alpha and its membership for educational

and charitable purposes including, but not limited to, scholarships,

educational program grants and associated administrative

purposes.

The fi nancial and investment operations of the Foundation are

under the direct oversight of the organization’s Board of Trustees,

which delegates specifi c responsibilities to separate committees.

The Foundation’s Endowment Fund & Gift Acceptance Committee

reviews Fund performance and monitors market conditions in order

to ensure long-term growth and to guarantee the income needed

for the annual scholarships and grants to which the Foundation

is committed. Additionally, the Committee has engaged a third-

party wealth management fi rm to assist with the investment and

management of the organization’s funds.

The Foundation’s fi nancial statements are annually audited by

an independent audit fi rm in accordance with auditing standards

generally accepted in the United States.

Endowment Fund Total

2008 $3,732,434

2009 $3,944,695

2010 $4,419,928

2011 $4,431,522

2012 $5,253,918

Endowment Fund &Gift Acceptance Committee

W. Thomas Clark, Chairman

(Virginia Tech, Epsilon ’73)

Chairman, The Westchester Bank

Jerome H. Herman

(Pennsylvania, Beta Pi ’72)

COO, United Synagogue of Conservative Judaism

F. Anderson Morse

(William & Mary, Gamma ’76)

Director of Development, Mount Vernon Estates & Gardens

August Petersen

(East Central, Epsilon Omega ’71)

President & CEO, Stewardship-Austin Equity, LLC

Ronald E. Roark

(Drake, Delta Omicron ’70)

CEO, Crown NorthCorp, Inc

$822,396amount by which the Foundation increased its

endowment in 2012 (18.6%)

$711,305raised for Chapter Endowment Funds

and other endowed awards in 2012

Endowment Fund Asset AllocationFixed Income

34%Cash0%

Private Equity6%

Multi-Strategy20%

MLP4%

Other Equity8%

International12%

Small/Mid Cap(US)6%

Large Cap(US)10%

Endowment Fund Balance

$6

$5

$4

$3

Mill

ion

s

2008 2009 2010 2011 2012

The Pi Kappa Alpha Foundation has established a Chapter

Endowment Fund (CEF) for each chapter of the organization (silent

and active). These funds have been created through undergraduate

giving (φφκα Club) and tax-deductible donations from alumni and

friends designated to a specifi c chapter or chapters.

Each CEF is managed and invested by the PIKE Foundation

Board of Trustees and used to benefi t the chapter’s undergraduate

membership. Once a specifi c chapter’s fund reaches $10,000 for

one fi scal year, the Foundation annually awards 3% to 5% of the

corpus amount. As the balance grows, so does the size of the grant

(e.g. $10,000 at 3% = $300.00 or $25,000 at 3% = $750.00). They are

designed to grow and last in perpetuity.

Annual grants from these funds provide academic and

leadership scholarships to chapters and students for attendance

at educational programs under the PIKE University umbrella (The

Academy, Chapter Executives Conference, Leadership Summits and

International Convention).

As of December 31, 2012, the Foundation manages $1,809,317

for this program. Only 52 chapters currently have an endowed CEF

($10,000+). By making a restricted gift to your chapter’s endowment

fund, you can help fully establish or grow annual proceeds to

directly support PIKE students from your alma mater.

PI KAPPA ALPHA CHAPTER ENDOWMENT FUND (CEF) PROGRAM

Alpha (Virginia) $ 3,007

Beta (Davidson College) $ 1,453

Gamma (William and Mary) $ 29,942

Epsilon (Virginia Tech) $ 6,016

Zeta (Tennessee) $ 40,517

Eta (Tulane) $ 2,036

Theta (Rhodes College) $ 7,541

Iota (Hampden-Sydney College) $ 1,829

Kappa (Transylvania) $ 947

Mu (Presbyterian College) $ 1,696

Nu (Wofford College) $ 963

Xi (South Carolina) $ 2,049

Omicron (Richmond) $ 1,102

Pi (Washington and Lee) $ 991

Sigma (Vanderbilt) $ 13,610

Tau (North Carolina) $ 5,791

Upsilon (Auburn) $ 13,048

Phi (Roanoke College) $ 865

Psi (North Georgia College & State) $ 1,523

Omega (Kentucky) $ 6,844

Alpha Alpha (Duke) $ 1,410

Alpha Gamma (Louisiana State) $ 20,219

Alpha Delta (Georgia Tech) $ 7,228

Alpha Epsilon (North Carolina State) $ 1,818

Alpha Zeta (Arkansas) $ 58,139

Alpha Eta (Florida) $ 38,066

Alpha Theta (West Virginia) $ 2,813

Alpha Iota (Millsaps College) $ 1,596

Alpha Kappa (Missouri S&T) $ 28,187

Alpha Lambda (Georgetown College) $ 2,535

Alpha Mu (Georgia) $ 644

Alpha Nu (Missouri) $ 25,702

Alpha Xi (Cincinnati) $ 11,563

Alpha Omicron (Southwestern) $ 830

Alpha Pi (Samford) $ 2,925

Alpha Rho (Ohio State) $ 13,475

Alpha Sigma (California-Berkeley) $ 18,104

Alpha Tau (Utah) $ 10,585

Alpha Upsilon (New York) $ 290

Alpha Phi (Iowa State) $ 31,466

Alpha Chi (Syracuse) $ 1,507

Alpha Psi (Rutgers) $ 348

Alpha Omega (Kansas State) $ 53,476

Beta Alpha (Pennsylvania State) $ 2,397

Beta Beta (Washington) $ 7,182

Beta Gamma (Kansas) $ 7,976

Beta Delta (New Mexico) $ 1,492

Beta Zeta (Southern Methodist) $ 12,225

Beta Eta (Illinois) $ 71

Beta Theta (Cornell) $ 6,809

Beta Kappa (Emory) $ 3,377

Beta Mu (Texas) $ 5,885

Beta Nu (Oregon State) $ 12,918

Beta Xi (Wisconsin) $ 971

Beta Omicron (Oklahoma) $ 6,937

Beta Pi (Pennsylvania) $ 53,501

Beta Sigma (Carnegie Mellon) $ 2,469

Beta Tau (Michigan) $ 12,645

Beta Upsilon (Colorado) $ 1,482

Beta Phi (Purdue) $ 4,673

Beta Chi (Minnesota) $ 667

Gamma Alpha (Alabama) $ 35,419

Gamma Beta (Nebraska) $ 17,778

Gamma Gamma (Denver) $ 644

Gamma Delta (Arizona) $ 57,524

Gamma Epsilon (Utah State) $ 3,323

Gamma Zeta (Wittenberg) $ 121

Gamma Eta (Southern California) $ 8,442

Gamma Theta (Mississippi State) $ 5,532

Gamma Iota (Mississippi) $ 2,425

Gamma Kappa (Montana State) $ 5,770

Gamma Lambda (Lehigh) $ 14,037

Gamma Mu (New Hampshire) $ 13,814

Gamma Nu (Iowa) $ 5,655

Gamma Xi (Washington State) $ 61,540

Gamma Omicron (Ohio) $ 5,247

Gamma Pi (Oregon) $ 13,797

Gamma Rho (Northwestern) $ 2,229

Gamma Sigma (Pittsburgh) $ 15,946

Gamma Tau (Rensselaer) $ 17,704

Gamma Upsilon (Tulsa) $ 22,792

Gamma Phi (Wake Forest) $ 1,209

Gamma Chi (Oklahoma State) $ 6,816

Gamma Psi (Louisiana Tech) $ 5,695

Gamma Omega (Miami) $ 3,931

Delta Alpha (George Washington) $ 4,114

Delta Beta (Bowling Green State) $ 6,772

Delta Gamma (Miami) $ 38,236

Delta Delta (Florida Southern College) $ 902

Delta Epsilon (Tennessee-Chattanooga) $ 6,733

Delta Zeta (Memphis) $ 27,580

Delta Eta (Delaware) $ 1,056

Delta Theta (Arkansas State) $ 8,887

Delta Iota (Marshall) $ 3,432

Delta Kappa (San Diego State) $ 23

Delta Lambda (Florida State) $ 300

Delta Mu (Southern Mississippi) $ 1,748

Delta Nu (Wayne State) $ 9,947

Delta Xi (Indiana) $ 42,945

Delta Omicron (Drake) $ 3,183

Delta Pi (San Jose State) $ 12,551

Delta Rho (Linfield College) $ 990

Delta Sigma (Bradley) $ 5,426

Delta Tau (Arizona State) $ 156,448

Delta Upsilon (Stetson) $ 2,108

Delta Chi (Nebraska-Omaha) $ 24,848

Delta Psi (Maryland) $ 2,519

Delta Omega (High Point) $ 3,926

Epsilon Alpha (Trinity College) $ 1,249

Epsilon Beta (Valparaiso) $ 524

Epsilon Gamma (Texas Tech) $ 3,395

6

Balance as of 12-31-12

Epsilon Delta (North Texas) $ 1,353

Epsilon Epsilon (Toledo) $ 26,028

Epsilon Zeta (East Tennessee State) $ 2,032

Epsilon Eta (Houston) $ 742

Epsilon Theta (Colorado State) $ 8,416

Epsilon Iota (Southeast Missouri State) $ 23,680

Epsilon Kappa (Lamar) $ 1,899

Epsilon Lambda (Murray State) $ 660

Epsilon Mu (East Carolina) $ 634

Epsilon Nu (Georgia State) $ 1,022

Epsilon Xi (Case Western Reserve) $ 296

Epsilon Omicron

(Stephen F. Austin State)$ 478

Epsilon Pi (Sam Houston State) $ 349

Epsilon Sigma (Tennessee-Martin) $ 4,234

Epsilon Upsilon (Gannon) $ 4,208

Epsilon Phi (Central Arkansas) $ 733

Epsilon Chi (Pittsburg State) $ 1,096

Epsilon Psi (Western Michigan) $ 669

Epsilon Omega (East Central) $ 2,672

Zeta Alpha A (Kettering) $ 1,631

Zeta Alpha B (Kettering) $ 1,633

Zeta Beta (Delta State) $ 14,911

Zeta Gamma (Eastern Illinois) $ 1,090

Zeta Delta (Parsons College) $ 332

Zeta Epsilon (Western Kentucky) $ 1,212

Zeta Eta (Arkansas-Little Rock) $ 1,420

Zeta Theta (Texas State) $ 1,952

Zeta Iota (Old Dominion) $ 2,227

Zeta Kappa (Ferris State) $ 2,197

Zeta Mu (Idaho) $ 359

Zeta Xi (Western Carolina) $ 806

Zeta Omicron (Cal State-Northridge) $ 579

Zeta Pi (South Florida) $ 2,344

Zeta Rho (North Dakota) $ 1,120

Zeta Sigma (Florida Techn) $ 10,829

Zeta Tau (Eastern Kentucky) $ 925

Zeta Phi (Missouri-St. Louis) $ 2,843

Zeta Chi (Missouri State) $ 1,304

Zeta Omega (Louisiana-Lafayette) $ 5,022

Eta Alpha (Clemson) $ 19,191

Eta Beta (Seton Hall) $ 1,195

Eta Epsilon (Angelo State) $ 22,680

Eta Zeta (Middle Tennessee State) $ 2,682

Eta Eta (Morehead State) $ 357

Eta Theta (Weber State) $ 760

Eta Kappa (South Alabama) $ 583

Eta Mu (Armstrong Atlantic State) $ 513

Eta Nu (Northern Illinois) $ 375

Eta Omicron (Louisiana-Monroe) $ 23,873

Eta Pi (West Florida) $ 68

Eta Rho (Northern Kentucky) $ 4,568

Eta Sigma (West Georgia) $ 434

Eta Tau (Austin Peay State) $ 1,126

Eta Upsilon (Texas-Arlington) $ 4,717

Eta Phi (Central Florida) $ 2,532

Eta Chi (Valencia) $ 24

Eta Omega (North Carolina-Pembroke) $ 48

Theta Alpha (North Alabama) $ 1,238

Theta Beta (Montevallo) $ 733

Theta Gamma (Georgia College and State

University)$ 533

Theta Delta (Francis Marion) $ 1,267

Theta Epsilon (Northeastern State) $ 1,568

Theta Zeta (Northern Iowa) $ 1,278

Theta Eta (Loyola Marymount) $ 1,110

Theta Theta (Texas A&M) $ 1,140

Theta Kappa (Indiana Southeast) $ 2,229

Theta Lambda (Creighton) $ 18,670

Theta Mu (Massachusetts) $ 1,037

Theta Nu (Baylor) $ 819

Theta Xi (Texas A&M-Commerce) $ 1,811

Theta Omicron (Indiana State) $ 11,068

Theta Pi (Alabama-Huntsville) $ 10,119

Theta Rho (Northern Arizona) $ 479

Theta Sigma (Winthrop) $ 1,853

Theta Tau (California State-Sacramento) $ 1,175

Theta Upsilon (Tennessee Techn) $ 2,234

Theta Phi (Wichita State) $ 716

Theta Chi (Villanova) $ 501

Theta Psi (Chapman) $ 15,463

Theta Omega (California-Davis) $ 1,109

Iota Alpha (Wyoming) $ 6,601

Iota Beta (California State-Fresno) $ 3,257

Iota Gamma (Nebraska-Kearney) $ 15,506

Iota Delta (Rose-Hulman) $ 31,249

Iota Epsilon (California State-Long Beach) $ 359

Iota Zeta (Randolph-Macon College) $ 377

Iota Eta (Nevada) $ 725

Iota Theta

(California Polytechnic State)$ 1,038

Iota Iota (Michigan State) $ 327

Iota Kappa (California-Santa Barbara) $ 327

Iota Lambda (Columbia) $ 211

Iota Mu (Southern Illinois) $ 2,398

Iota Nu (Saint Louis) $ 441

Iota Xi (Chicago) $ 71

Iota Omicron (Santa Clara) $ 154

Iota Pi (California-Los Angeles) $ 345

Iota Rho (Saint Joseph’s) $ 889

Iota Sigma (James Madison) $ 707

Iota Tau (Johns Hopkins) $ 460

Iota Upsilon (Georgia Southern) $ 2,489

Iota Chi (Connecticut) $ 370

Iota Psi (Appalachian State) $ 212

Iota Omega (Western Ontario) $ 818

Kappa Alpha (Illinois State) $ 2,307

Kappa Beta (Princeton) $ 15

Kappa Gamma (Florida International) $ 13,903

Kappa Delta (Northeastern) $ 3,590

Kappa Epsilon (Rockhurst) $ 13,376

Kappa Zeta (Louisville) $ 40

Kappa Eta (New Mexico State) $ 243

Kappa Theta (George Mason) $ 1,511

Kappa Iota (Rhode Island) $ -

Kappa Kappa (North Carolina-Charlotte) $ 7,500

Kappa Lambda (Western Illinois) $ 1,121

Kappa Mu (Wilfrid Laurier) $ 1,252

Kappa Nu (Pacific) $ 8,391

Kappa Xi

(State Univ. of New York-Albany)$ 23

Kappa Omicron (Nevada-Las Vegas) $ 1,988

Kappa Pi (South Dakota) $ 3,040

Kappa Rho (Coastal Carolina) $ 97

Kappa Sigma (Slippery Rock) $ 148

Kappa Tau (Maine) $ 475

Kappa Upsilon (American) $ 461

Kappa Phi (California-San Diego) $ 290

Kappa Chi (Plymouth State College) $ 143

Kappa Psi (Cal State Polytechnic-Pomona) $ 3,031

Kappa Omega (Wisconsin-Whitewater) $ 16,767

Lambda Alpha (California-Riverside) $ 509

Lambda Beta (Florida Atlantic) $ 733

Lambda Gamma (Montclair State) $ 144

Lambda Delta (Vermont) $ 6,394

Lambda Epsilon (Alberta) $ 489

Lambda Zeta (Drexel) $ 4,011

Lambda Eta (William Woods) $ 1,361

Lambda Theta (Dayton) $ 48

Lambda Iota (Central Oklahoma) $ 4,628

Lambda Kappa (College of Charleston) $ 28

Lambda Lambda (California-Irvine) $ 27,460

Lambda Mu (Embry-Riddle) $ 5,488

Lambda Nu (Boston) $ 95

Lambda Xi (Florida Gulf Coast) $ 71

Lambda Omicron (Rogers State) $ 670

Lambda Pi (Hofstra) $ 1,140

Lambda Rho (North Carolina-Greensboro) $ 4,339

Lambda Sigma (Trinity) $ -

Lambda Tau (DePaul) $ 66

Lambda Upsilon (McNeese State) $ 2,875

Lambda Phi (North Carolina-Wilmington) $ -

Lambda Chi (Virginia Commonwealth) $ 3,698

Lambda Psi (California State-Chico) $ 97

Lambda Omega (Towson) $ -

Mu Alpha (Rowan) $ -

Mu Beta (Kennesaw State) $ -

Colony at Columbus State $ 24

Colony at Kent State $ 19

Colony at Cal State-Fullerton $ 930

Colony at Binghamton University $ 40

Colony at Methodist University $ 1,200

7

Balance as of 12-31-12

OPPORTUNITIES TO SUPPORT THE PIKE FOUNDATION

There are several ways that individuals, corporations and foundations can provide fi nancial support to benefi t the Pi Kappa Alpha

Foundation. Gifts may be designated to help specifi c areas such as leadership programs or chapter scholarships, or may be contributed

without restrictions to assist where the need is greatest.

Each year, alumni and friends provide the Foundation with much needed fi nancial assistance through outright gifts of cash, securities,

or other properties, which off er immediate benefi ts to thousands of undergraduates and alumni; and deferred gifts, which allow for the

arranging of a gift now that has a future benefi t for the Fraternity. All gifts, in all forms, are important as they validate and support all aspects

of the Foundation’s work.

PIKE Loyal Order

The PIKE Loyal Order annual giving program works to provide

funding in support of the Fraternity’s top priorities. Annual

gifts to the PIKE Loyal Order are also an important source

of operational support for programs such as scholarships,

leadership training, maintenance of the Memorial Headquarters

offi ce facility, Harvey T. Newell Library, and the Freeman H. Hart

Museum.

The Foundation is extremely grateful to all of its donors

who, through a gesture of good will and good faith, entrust us

with the honor of their unrestricted generosity for the above

mentioned programs. Our pledge is to be strategic and sensible

with these funds and to respond carefully to the ever-shifting

needs of our membership and operational needs.

PIKE Loyal Order Annual Giving Societies

President’s Council is the premier annual

giving society within the PIKE Loyal Order.

President’s Council membership provides vital

funding for those programs identifi ed by the

Foundation’s Board of Trustees to be crucial to the

ongoing success of the Pi Kappa Alpha Fraternity. Membership

in the President’s Council requires a $1,000 minimum annual gift

($500 for those 30 years of age or younger).

1868 Club is an ideal entry level gift

opportunity for young alumni ages 21-25 or

alumni that are not accustomed to giving

regularly to the Foundation. Members of the

1868 Club pledge to give $18.68 each month for

a year, or $224.16 total per year.

φφκα Club is the giving society exclusively for student

donors. Any student member of Pi Kappa Alpha is eligible to join

the φφκα Club with a gift of $25 or more each year. Chapters can

make the 100% commitment at $20 per man. φφκα Club gifts

are invested in the donor’s respective Chapter Endowment Fund.

Chapter Endowment Fund (CEF)

As described on page 4, the Foundation maintains restricted

chapter-specifi c funds, CEFs, for all chapters and colonies.

Donations to these funds benefi t a respective chapter with

tuition and grants for PIKE University programming. As of

December 31, 2012, a total of 52 chapters have achieved the

minimum endowment level of $10,000. Once endowed, the

funds produce an annual award of 3% to 5% perpetually.

The Oak Trust

The Oak Trust was created in 1993 to market the charitable

opportunities associated with planned giving. These future

gifts are primarily funded through bequests, charitable trusts

and gifts of life insurance proceeds, with the potential for both

immediate and deferred positive tax ramifi cations to the donor

and his estate. Proceeds from planned gifts can be designated

by the donor to endow scholarships, enhance existing

endowments, or meet future priorities of the Foundation as

directed by the Board of Trustees.

The Campaign For PIKE University

The Campaign for PIKE University is an eff ort to raise ten

million dollars in order to endow educational programs

provided through PIKE University. All funds generated via this

campaign are restricted to accounts used solely to support

the Fraternity’s leadership and educational programming. The

Campaign began in 2012 and will conclude in 2014.

Named Gift Opportunities

The Foundation welcomes donors who wish to establish

a scholarship or grant in their name or in memory / honor

of a brother, family or company. In general, a named gift

substantially covers the cost of a program or provides a market

relevant scholarship. Establishing a named-gift requires a

minimum contribution of $20,000, which can be pledged over a

period of time or through a planned estate gift.

PI KAPPA ALPHA FOUNDATIONPikeFoundation@pikes.org www.PikeFoundation.org

For a complete listing of donors and giving societies, please visit pikefoundation.org or scan the QR Code at right.