• 2012-2013 ANNUAL REPORT • The mission of Phi Mu Foundation is the lifetime development of women through the support of Phi Mu’s leadership, scholarship, philanthropic and educational programs. 3 Letter from the Foundation President 4 Letter from the National President 5 Introduction 6 Leadership 8 Academic Scholarship 10 Member Assistance 12 Historic Preservation 14 Donor Recognition 16 Donors by Chapter 48 Collegiate Chapters, Alumnae Chapters and Chapter Associations 49 Friends, Parents, Business Partners and Matching Gifts 52 Donors by Cumulative Giving Levels 58 Giving Programs 60 Honor/Memorial Gifts 61 Literary Society 62 Fidelity Society 64 2013 M3 Results 66 Financials 69 Board of Trustees, Committee table of contents Chairs and Staff Members 2 The Beauty of Giving • Annual Report 2012-2013 Dear sisters, parents, families and friends, The beauty of giving, the beauty of are sound, and our endowments have been our past, the promise of our future, invested carefully. the beauty of our sisterhood: these words come to mind when I think Our fundraising has reached new and existing of the importance of you, our donors, including our collegians. Our largest donors, and Phi Mu Foundation. annual appeal, M3, brought in a record number of dollars, with the highest number of 100% In this annual report, we reflect on the achieve collegiate chapter participation ever! ments of the past year and thank you for making them happen. We honor and recognize you for Most importantly, we are putting your donated your gifts, which help provide training that dollars to use making an impact in the lives of Phi nurtures and empowers our collegiate leaders. Mu members. The Foundation recently awarded Your gifts provide hope that enables members $230,000 in scholarships to graduate and under- in need to overcome adversity. Your gifts enable graduate Phi Mus. We have provided $223,000 sisters to complete their education, opening doors to the Fraternity for leadership and educational to their futures. Your gifts help us preserve and opportunities for members and officers. The honor our rich history and tell our story to future Foundation is currently making plans to improve generations of Phi Mus. our Philomathean Room at the Cannonball House in the city of our founding, Macon, Georgia. And It is an exciting time at Phi Mu Foundation. We most importantly, we are providing substantial have an energized staff led by our Executive aid to our sisters facing life-changing challenges. Director, Julie Cain Burkhard, and an accomplished Board of Trustees. The Foundation has completed Our future is bright; our future is beautiful. You, a strategic plan that charts a course where we will our donors, with the beauty of your gifts, make work hand-in-hand with the Fraternity to meet dreams happen. Thank you. their needs and those of our members. We have reviewed our vendor relationships and made Yours in Our Bond, changes to our business processes to ensure Diane Hawkins Eggert, Zeta Iota your dollars are spent wisely. Our finances President, Phi Mu Foundation DearOver the donor, past year, I can’t count the number of times I have made the statement, “There has never been a better time to be a Phi Mu!” So many exciting things are happening in our Fraternity. We are experiencing unprecedented growth in our collegiate membership ending the 2012-2013 academic year with over 12,000 undergraduate members. Contributing to this growth is the success of our collegiate extension efforts. We reestablished our Alpha Beta Chapter at the University of Arkansas, colonized at Florida Gulf Coast University and for the first time in over 30 years, Phi Mu established a chapter on the West Coast at California State University-Northridge. This trend will continue with seven new colonies planned for the upcoming academic year. Meeting the needs of our members through educational programming remains the priority of the Phi Mu National Council. From training our collegiate and alumnae officers at Regional Officer Trainings to providing premier leadership development training for over 240 collegian members at the Phi Mu Undergraduate Interfraternity Institute (Phi Mu UIFI), we provide the tools our members need to be successful leaders. Phi Mu for a lifetime begins with our new online Phi program, enhanced chapter development programs and alumnae engagement events across the country. Exciting plans are also in development as a result of the comprehensive strategic plan developed for the Fraternity and Foundation. As I reflect on the last year, I am very grateful to our faithful donors who make growth and opportunities possible for Phi Mu. Your gifts enable our members to make a positive impact on their chapters and communities and develop as women. The core values of Phi Mu are as relevant today as they were in 1852. Your gifts make it possible to help Phi Mus across the country. Indeed, there has never been a better time to be a Phi Mu! Yours in Our Bond, Kris Bridges, Delta Nu Phi Mu National President and Phi Mu Foundation Chairman of the Board 4 The Beauty of Giving • Annual Report 2012-2013 the beautyof sisters helping sisters Phi Mu Foundation is an important students. Emergency scholarship assistance source of funding for the programs and is also available to members of Phi Mu initiatives of Phi Mu Fraternity. In addition throughout the academic year. to supporting a five member staff at Phi Mu Headquarters, the need for funding falls Past Phi Mu Foundation President Leona into four primary areas: leadership programs, Hughes Hughes, Delta Delta, recognized the academic scholarships, member assistance unexpected financial needs that women have and historic preservation. in life. Thanks to her giving spirit and her desire to help her Phi Mu sisters, the Leona Leadership programs for collegiate and Hughes Hughes Heart and Hand Fund was alumnae members have been a significant established. Through an application process, priority of Phi Mu Fraternity’s National members can apply for financial assistance. Council. Programs such as the Phi Mu Unexpected medical bills and the devastating Undergraduate Interfraternity Institute outcome of natural disasters are the primary (Phi Mu UIFI) and Phi Mu IMPACT have reasons for financial assistance. reached hundreds of current and emerging leaders from collegiate chapters. Officer Historic preservation has always been a Training and the Adviser and House focus of Phi Mu Foundation. The museum Corporation Forum have allowed for at National Headquarters, funded by the the gathering of alumnae volunteer Foundation, houses many of the artifacts officers to learn, discuss and fine tune of Phi Mu’s history. The Foundation also their leadership roles. financially supports the Philomathean Room at the historic Cannonball House Academic excellence is reached by hundreds in Macon, Georgia. of undergraduate and graduate students as a result of scholarship assistance that Phi Mu Phi Mu Foundation is proud of the work Foundation provides every year. Thanks to being accomplished in all four areas due the desire of donors over the course of many to the generous and consistent giving years, the Foundation awards scholarships of Phi Mu donors and friends each year. from $250 to $5,000 to deserving Phi Mu www.phimufoundation.org 5 Going into Phi Mu UIFI, I expected to learn about how to be a leader in my chapter, but I took away SO much more than that from this experience. I not only learned about ‘‘how to be an effective leader, but I also gained the courage and con- fidence to challenge myself and my sisters to make positive changes to better our chapter and Greek community. I will carry the knowledge and friendships I gained at Phi Mu UIFI with me forever.” Katie Houston, Alpha Iota Phi Mu Foundation’s mission is to promote Grants awarded during the 2012-2013 Fiscal Year the lifetime development of women. Members Chapter Consultant Program – $50,000 of all ages are united by common shared values National and Area Officers’ Retreat – $23,000 and a determination to positively impact others. Adviser and House Corporation Forum – $22,000 Phi Mu women are leaders—leaders in their Phi Mu UIFI – $125,000 communities, leaders on their campuses, and leaders in philanthropic service. Premier training Leadership Programs Funded by Phi Mu Foundation focused on individual development of life-skills Chapter Consultant Program – Chapter consultants and values-based leadership is provided to current provide critical, front-line Fraternity support to and emerging leaders. This investment in our collegiate chapters. Consultants travel to collegiate members begins as a collegian but does not end chapters nationwide to provide leadership and after graduation. Over 300 alumnae national and problem-solving education to chapter officers area officers, advisers, and house corporation and advisers. During the 2012-2013 academic year, volunteers are given opportunities each year to the Foundation helped fund 13 chapter consultants. further develop their leadership skills and to Several consultants played an integral role in the empower themselves as women and as volunteers. colonization of Phi Mu’s newest chapters. Phi Mu Foundation supports the Fraternity’s leadership endeavors by awarding grants each National and Area Officers’ Retreat – Phi Mu Foundation year that directly benefit and enrich the lives of is committed to the development of alumnae volunteers. Phi Mu collegiate and alumnae members. 6 The Beauty of Giving • Annual Report 2012-2013 Through a grant, the Foundationleadership assists the Fraternity development experience. The Foundation helps fund in funding an annual retreat held at Headquarters for the program as well as awards individual chapter National and Area Officers focused on leadership grants to support the attendance of two emerging training, idea sharing and goal setting. Phi Mu leaders from each collegiate chapter. Phi Mu UIFI was held in June 2013.