Celebrating FortyY ears AOII Foundation is providing more than $200,000 in scholarships for one academic year, with $230,560 awarded. We’re celebrating 40 years in a big way because of you!
During International Convention in Washington, D.C., this past June, we launched a new brand alongside the Fraternity. We have vibrant new colors and a primary logomark that mirrors the Fraternity. We updated the look of our Foundation rose, which reflects the four distinctive petals of the Fraternity infinity rose and our four founders, Stella, Jessie, Helen and Bess. In the following pages, you will see how far we have come in 40 years, and where we hope to go as we continue Securing the Future of Alpha Omicron Pi.
We have much to be proud of in our first 40 years, but our work is not complete! Each year, Alpha Omicron Pi welcomes new chapters and thousands of sisters from across the U.S. and Canada. We want to increase our support of educational and leadership programming. Our support of these programs grows the leaders of tomorrow, provides training for our alumnae volunteers and supports chapter development. Furthermore, we DearWe’re celebrating thesisters 40th anniversary and of the AOII friends, Foundation! Our want to award Foundation scholarships to more deserving sisters. And, Foundation was established in 1977, and since then, we have granted we want to be there for all qualifying sisters who find themselves in dire nearly $4.5 million to support the educational and charitable causes of financial need. Alpha Omicron Pi. The AOII sisters who established the AOII Foundation, the many Foundation volunteers who have provided leadership, and the The Foundation’s support of our sisterhood depends on donors like thousands of donors, like you, have all contributed to the first 40 years of you. We extend our gratitude and ask you to continue to invest in Alpha our successful history. Omicron Pi. We are counting on your help to write the next 40 years of success! You made it possible for the Foundation to provide over $950,000 last year for scholarships, for arthritis programs and research initiatives, for Ruby Fund assistance to sisters in dire need, and for leadership and educational programming. Your generosity changed lives!
Your financial gifts also allowed the Foundation to approve milestone Roses, grants. Our chapters and alumnae joined together to Strike Out Arthritis! with more than $550,000 awarded this year for arthritis programs and Judy Gambrel Flessner Kristie Prichard Ryan, CFRE research initiatives. More academic and leadership scholarships were AOII Foundation President AOII Foundation Executive Director awarded with 1 in 4 applicants receiving a scholarship. For the first time, the Iota, University of Illinois Rho Omicron, Middle Tennessee State U
2 3 Foundation Board
JUDYof GAMBRELDirectors FLESSNER, Iota, President ANDREA DILL, Chi Psi, Treasurer MICHELLE SERRANO LOPEZ, Delta Theta, Secretary KANDY CASSANO BERNSKOETTER, Sigma, Director MEAGAN DAVIES, Alpha Chi, Director KATHY JENSEN, Theta Omega, Director RISSA REDDAN, Omega, Director GAYLE FITZPATRICK, Alpha Rho, International President
FoundationKRISTIE PRICHARD RYAN, CFRE, Staff Rho Omicron, Executive Director JANA ADKINS, Rho Omicron, Director of Donor Relations COURTNEY STAFFORD, Chi Omega Fraternity, Director of Advancement SYDNEY TALLEY, Rho Delta, Program Manager LAURA WARD, Nu Omicron, Controller
(FROM LEFT TO RIGHT) Our Board KANDY CASSANO BERNSKOETTER (Sigma, U of California, Berkeley), Director; RISSA REDDAN (Omega, Miami U), Director; ANDREA DILL (Chi Psi, California Polytechnic State U); JUDY GAMBREL FLESSNER (Iota, U
of Illinois), President; GAYLE FITZPATRICK (Alpha Rho, Oregon State U), (FROM LEFT TO RIGHT) Jana International President; MEAGAN DAVIES (Alpha Chi, Western Kentucky Adkins, Courtney Stafford, U), Director; KATHY JENSEN (Theta Omega, Northern Arizona U), Director; Kristie Prichard Ryan, Sydney Talley (Laura Ward, not MICHELLE SERRANO LOPEZ (Delta Theta, Texas Woman’s U), Secretary pictured)
4 5 2016-2017 EXPENSES
15% % $248,372 16 Financial Report $270,680 Scholarship General & Operating $518,867 Program Expenses Invesment Expenses $572,971 $704,248 Income* Loyalty Fund/ Arthritis % Unrestricted 5 % Fund Gifts $89,630 5 % Gifts Ruby Fund $93,200 20 23 % Program Expenses Foundation-funded % Fraternity Grant 27 Expenses % 25% 28 $424,346 Fundraising 34% % % 1 $735,463 1 Expenses $570,418 Scholarship & Arthritis Grant $32,987 Expenses $27,528 Endowment Other Ruby Fund Gifts Gifts $1,696,646 TOTAL EXPENSES
BALANCE SHEET Cash and Cash Equivalents $1,353,950 Marketable Securities $6,416,354 Receivables $207,106 Fixed Assets $6,758 Total Assets $7,984,168 Liabilities $939,683 Total Net Assets $7,044,485 $2,592,064 Total Net Assets REVENUE TOTAL REVENUE & Liabilities $7,984,168 * Includes realized & unrealized invest- Financial data for the Alpha Omicron Pi Foundation as of and for ment gains & losses the fiscal year ending June 30, 2017. Data presented is audited.
6 7 SCHOLARSHIPS: Grants& Scholarships 114 Scholarships Awarded = TOTAL GRANTS AWARDED THANKS $230,050 TO DONOR SUPPORT: 1 Leadership Scholarship = $510 $955,348 5 New Named Scholarships Launched 1 IN 4 Arthritis (58%) Scholarships (24%) Ruby Fund (7%) APPLICANTS AWARDED Educational & Leadership Programming (11%) A SCHOLARSHIP
RUBY FUND: EDUCATIONAL & LEADERSHIP PROGRAMMING: LAUNCH A NAMED 16 recipients = $92,200 Finalize your commitment by signing Fraternity programs funded for 2017-2018: a Scholarship Gift Agreement that has SCHOLARSHIP been customized to fulfill the intent of $74,547 • Educational Leadership Consultants (ELC) Program STEP 3 your scholarship. awarded & Training • Leadership Institute Educational Programs and increase Leadership Academy Complete a Named 46% Scholarship in Ruby Fund • Fulfilling the Promise: Adviser & Online Training Questionnaire, Grants • Training Ambassadors Program determining the scholarship criteria • Mental Health Curriculum STEP and eligibility. • Leadership Scholarships 1 • Arthritis Foundation Partnership and Events STEP 4
The AOII Foundation Scholarship Committee selects ARTHRITIS: a recipient based $558,041 upon the criteria you • Arthritis Foundation Power Packs STEP 2 have specified. • Arthritis Foundation Camps • Arthritis Foundation Family Conference Decide on how your scholarship will be funded: • Arthritis Mini-Grants to Arthritis Programs & Camps Option 1: A cash gift of $5,000 or more may be made to initiate the fund. (Initial contribution for scholarships must • Research Grants to the Childhood Arthritis & be at least $5,000 with the intent to achieve a minimum Rheumatology Research Alliance (CARRA) endowed balance of $25,000 in cash gifts within five years of the date of the agreement). AOII-funded backpack • University of Maryland Osteoarthritis Undergraduate from the National Backpack Option 2: Launch the scholarship with a cash gift of $25,000. Program Research Grant
8 9 ScholarshipCONGRATULATIONS TO OUR 2017-2018 Recipients SCHOLARSHIP RECIPIENTS! LAUREN WEISS MEMORIAL PEG CRAWFORD AMY ZIEGLER BETTENCOURT NAMED SCHOLARSHIPS CAROLINE CRAIG LAZZARA IOTA SIGMA SCHOLARSHIP – GAMMA OMICRON SCHOLARSHIP SCHOLARSHIP SCHOLARSHIP Mackenzie Jones, Iota Sigma CHAPTER SCHOLARSHIP Margaret Lazarovits, Phi Chi Katie Kelly, Alpha Phi Undergraduate Recipients Alyssa Mueller, Delta Gamma Iowa State University Kailey Introcaso, Gamma Omicron University of Chicago Montana State University Missouri State University University of Florida ALPHA TAU CHAPTER IOTA SIGMA SCHOLARSHIP PHYLLIS CASTEEL GILSON BONIFIELD FAMILY WOMEN SCHOLARSHIP CAROLYN HUEY HARRIS Adaiana Myles, Iota Sigma LEGACY OF LOYALTY SCHOLARSHIP IN STEM GRADUATE Taylor Whaley, Zeta Psi SCHOLARSHIP Iowa State University TO LAMBDA TAU Emilie Brekke, Lambda Alpha SCHOLARSHIP East Carolina University Sammi Folk, Lambda Sigma SCHOLARSHIP University of LaVerne Hannah Messer, Epsilon Omega University of Georgia JASMINE QUEEN Alicia Graham, Lambda Tau Eastern Kentucky University ANGELS OF KAPPA THETA SCHOLARSHIP The University of Louisiana PHYLLIS R. AUSTIN MEMORIAL SCHOLARSHIP CHARLENE M. FAVRE Melat Kiros, Sigma Tau at Monroe SCHOLARSHIP DELTA CHAPTER Shelly Nishimura, Lambda Alpha SCHOLARSHIP Washington College Megan McIver, Chi Psi CENTENNIAL SCHOLARSHIP University of LaVerne Tara Babin, Kappa Tau LOU MEGINNESS COUCH California Polytechnic State University Michaela Hurley, Delta Southeastern Louisiana University JO ANN GIBBONS SCHOLARSHIP Tufts University BARBARA HISS BRUNING MEMORIAL – KAPPA ALPHA Jenny Keller, Sigma Omicron RACHEL ALLEN SCHOLARSHIP CLARANNE MARCHESE CHAPTER SCHOLARSHIP Arkansas State University SCHOLARSHIP EDITH HUNTINGTON Chelsea Corbett, Theta Psi MEMORIAL SCHOLARSHIP Brittany Gerard, Kappa Alpha Emily Pride, Alpha Chi ANDERSON SCHOLARSHIP University of Toledo Hannah Harris, Phi Lambda Indiana State University MARTHA MCKINNEY Western Kentucky University Taylor Drude, Kappa Tau Youngstown State University WILHOITE SCHOLARSHIP Southeastern Louisiana University BARBARA KOHLER – TAU JOLEEN HEIBERT FIELDS Madi Lee, Beta Phi RHO OMICRON CHAPTER CHAPTER SCHOLARSHIP DELTA RHO SCHOLARSHIP SCHOLARSHIP Indiana University SCHOLARSHIP HELEN HALLER Hannah Fox, Tau Jocelyne Munoz, Phi Chi Rachel Solomon, Delta Omega Kristen Gallant, Rho Omicron SCHOLARSHIP University of Minnesota University of Chicago Murray State University MARY MCCAMMON Middle Tennessee State University Lindsey Forbes, Delta Nu WILLIAMS & ROBERT E. University of Nevada, Reno BETA PHI CENTENNIAL DINA D’GEROLAMO JULIE A. BRINING WILLIAMS SCHOLARSHIP ROBERT AND ELEANOR SCHOLARSHIP SCHOLARSHIP MEMORIAL SCHOLARSHIP Natalie Schultz, Gamma Alpha MACCURDY SCHOLARSHIP JENNIFER COMBS Emma Johnson, Beta Phi Jade Sheets, Kappa Tau Julia Williams, Gamma Delta George Mason University Emily Health, Alpha Lambda SCHOLARSHIP Indiana University Southeastern Louisiana University University of South Alabama Georgia Southern University Katlyn Thompson, Chi Lambda MAUREEN C. TOKAR University of Evansville BETTY DUKE SCHOLARSHIP DOLORES RHODES KAPPA GAMMA CHAPTER SCHOLARSHIP SABRINA KEENE Kelsey Costello, Delta Nu SCHOLARSHIP SCHOLARSHIP Charlotte Elo, Tau SCHOLARSHIP LORRAINE CHANATRY- University of Nevada, Reno Ashley Bartolomeo, Alpha Delta Ashley Allen, Kappa Gamma University of Minnesota Nicole Sullivan, Tau Delta HOWELL SCHOLARSHIP University of Alabama Florida Southern College Birmingham Southern Sam Lehman, Gamma Chi BEVERLY LANDES MURIEL T. MCKINNEY College Carleton University TOWNSEND SCHOLARSHIP DOTTIE LEEK NU OMICRON KAREN FRIED KELONE SCHOLARSHIP Haley Dabbs, Alpha Phi CHAPTER SCHOLARSHIP “HEALING HAND” Christina Dinh, Lambda Sigma SHIRLEY A. LEE MEMORIAL RUTH JOHNSON Montana State University Lyndi McIntyre, Nu Omicron SCHOLARSHIP University of Georgia – LAMBDA SIGMA SCHOLARSHIP Vanderbilt University Alexandra Jennings, Phi Alpha SCHOLARSHIP Olivia Murray, Epsilon Chi CANDY CARLISLE DERIVAUX East Tennessee State University NU IOTA CHAPTER Erin Edenfield, Lambda Sigma Elon University MEMORIAL SCHOLARSHIP GAYLE FITZPATRICK SCHOLARSHIP University of Georgia Carol Coker, Nu Beta SCHOLARSHIP KAREN TUCKER Holly Sabo, Epsilon Sigma Returning Alumna Recipients University of Mississippi Kiley Pugh, Alpha Rho CENTENNIAL SCHOLARSHIP Quincy University SUSAN DANKO Oregon State University Alexa Morin, Lambda Upsilon SCHOLARSHIP NANCY MCCAIN MEMORIAL CAREY GRINER MEMORIAL Lehigh University OMEGA CHAPTER Caitlin Shepler, Phi Upsilon SCHOLARSHIP SCHOLARSHIP GINGER BANKS SCHOLARSHIP Purdue University Jaynellen Behre Jenkins, Phi Beta Brianna Barr, Kappa Kappa SCHOLARSHIP KERRI KEITH MEMORIAL Claire Bewalda, Omega East Stroudsburg University Ball State University Sidney Carol Hall, Sigma Delta SCHOLARSHIP Miami University TERRY MIZE PALMER Huntingdon College Katie Brodeur, Gamma Sigma SCHOLARSHIP PI KAPPA CHAPTER CARLI E. SEARS MEMORIAL Georgia State University PAT (HAYES) CUTLIP & Jenna Sullivan, Lambda Omicron SCHOLARSHIP SCHOLARSHIP IOTA CHAPTER DOTTI (HAYES) CUTLIP Cumberland University Andrea Lofye, Tau Claire White, Nu Beta SCHOLARSHIP LANGSTON/PURDY SCHOLARSHIP University of Minnesota University of Mississippi Alexa Redeker, Iota SCHOLARSHIP Kellie Clinton, Iota Graduate Recipients University of Illinois Stephanie Keck, Alpha Delta University of Illinois SAN DIEGO ALUMNAE CAROLE JURENKO University of Alabama ALUMNAE CHAPTER CHAPTER HONOR JONES – ALPHA DELTA IOTA SIGMA SCHOLARSHIP PAULA JONES SALTER HONOR SCHOLARSHIP SCHOLARSHIP SCHOLARSHIP Megan Dunham, Iota Sigma MEMORIAL SCHOLARSHIP Catherine Redden, Kappa Omega Cindy Lai, Lambda Alpha Gabriella Brown, Alpha Delta Iowa State University Meryl McDaniel, Nu Beta University of Kentucky University of LaVernes University of Alabama University of Mississippi 10 11 Katlyn Twomey, Beta Upsilon Bryant University Alexandria Klote, Delta Rho Lauren Waldenberg, Alpha Phi DuringTestimonials my time at UIFI, I was able to DIAMOND JUBILEE DePaul University Montana State University interact with a diverse group of individuals SCHOLARSHIPS Lora Mills, Tau Delta Louisa Anne Walker, Nu Omicron from various organizations to develop the Undergraduate Recipients Birmingham Southern College Vanderbilt University values of our respective organizations into the motivation of chapter programming. Janelle Barcellano, Phi Delta Laura Morley, Delta Beta Returning Alumna Recipients University of Wisconsin - Milwaukee University of Louisiana at Lafayette Collaborating with the individuals I met Hoori Barkh, Beta Kappa at UIFI allowed me to explore innovative Brittani Carroll, Chi Lambda Rachel Scheele, Beta Phi University of British Columbia University of Evansville Indiana University ways that organizations can support one Julie Diaz, Lambda Beta another and unite on campus. I would Zoe Cascadden, Kappa Lambda Alyson Spidle, Tau Gamma California State University, Eastern Washington University Long Beach like to thank the AOII Foundation for University of Calgary providing the opportunity to attend the Samantha Clark, Alpha Phi Charlotte Van Horne, Kappa Lambda Nikki Hacker, Omega Upsilon Undergraduate Interfraternity Institute as I University of Calgary Ohio University Montana State University continue to grow as a leader and a sorority Claire Corvari, Phi Upsilon Erica Young, Theta Chi Deborah Johanning, Phi woman. Purdue University Morningside College University of Kansas Katherine Crowe, Tau Gamma Graduate Recipients Mary-Kate Kaminski, Sigma Beta BRIANNA DZURICSKO, Alpha Mu Eastern Washington University Saint Joseph’s University (Duquesne University) ‘16 Margo Berends, Zeta 2016 UIFI Scholarship Recipient Jordan Devine, Sigma Alpha University of Nebraska Lincoln Samantha MacKenzie, Pi Alpha West Virginia University University of Louisville Abigail Bowen, Lambda Chi Erin Dolan, Iota LaGrange College Esther Nickelson, Alpha Phi Alpha Omicron Pi has changed my life University of Illinois Montana State University in so many positive ways with unique Courtney Chalfin, Alpha Psi Brianna Dzuricsko, Alpha Mu Bowling Green State University lifelong friendships, empowering mentors, Duquesne University and numerous career and volunteer Stephanie Brook Clifford, Nu Omega opportunities. In addition to these, I Moira Fennell, Lambda Sigma Northern Kentucky University University of Georgia was lucky enough to receive an AOII Sarah Curtin, Alpha Delta Foundation Scholarship while I was Anna Flora, Rho Omicron University of Alabama A SPECIAL RECOGNITION pursuing my Master’s in Public Health in Middle Tennessee State University TO OUR TOP RECIPIENTS: Taylor Dukes, Phi Gamma 2015. Even though I was working full-time, Erin Furnary, Xi Rho Georgia College and State Undergraduate I was unable to afford tuition without taking Sonoma State University University Christina Dinh, Lambda Sigma University of Georgia on excess student loans. The financial support that I received through Madison Gibson, Lambda Sigma Abbey Foglesong, Zeta this scholarship allowed me to focus on finishing my degree without the University of Georgia University of Nebraska Lincoln Graduate Lindsey Forbes, Delta Nu additional stress of wondering how I was going to get out of debt. Prior to Lilla Bea Granger, Rho Delta Cristina Franco, Pi Theta University of Nevada, Reno pursing my Master’s degree, I had the incredible opportunity to serve as an Samford University Florida International University Educational Leadership Consultant, which was only made possible because Returning Alumna of the support of the AOII Foundation. I have experienced first-hand how Nicole Hallacy, Omicron Pi Kacy Gregory, Epsilon Omega Jaynellen Behre Jenkins, Phi Beta University of Michigan Eastern Kentucky University East Stroudsburg University the donations of our generous sisters to the AOII Foundation can truly change a life in numerous ways. This is why I choose to give back, both Katelyn Howard, Kappa Delta Regina Liu, Delta Kappa Wright State University Washington University in St. Louis through the Foundation and as a Network Specialist. Alpha Omicron Pi has opened up countless doors for me and I want to pay it forward in hopes of Bailey Howell, Gamma Phi Corey Lynn Morton, Gamma helping to foster another life-changing experience for a sister. Seton Hall University University of Maine Nicole Khun, Lambda Epsilon Rianna Rea, Iota Theta MANDY HEDSTROM, Alpha Phi (Montana State University) ‘09 | Life Loyal University of Waterloo Monmouth University 2015-2016 Alumnae Chapter Honor Scholarship Recipient 12 13 CELEBRATING
Years
14 15 7 NEW MEMBERS!
The 1897 Society is in honor of the founding of Alpha Omicron Pi in 1897 1897 SOCIETY MEMBERS PRESENT AT INTERNATIONAL CONVENTION 2017 and serves as our leadership giving society. This society was launched in 2013 to recognize a very prestigious group of Foundation donors. Sisters and friends who make a leadership gift of $1,897 or above to our Loyalty Allison Allgier, Epsilon Omega Ann Gilchrist, Theta Kristie Ryan, Rho Omicron Fund annually are recognized as members of this society. Kathy Andrews, Gamma Theta Phyllis Gilson, Sigma Phi Connie Stevenson, Gamma Omicron Phyllis Austin, Nu Lambda Lori Goede, Gamma Omicron Susan Story, Omega Xi Amy Bettencourt,* Theta Rachel Grace, Nu Beta Jane Tessmer, Gamma Theta Julie Bishop, Gamma Theta Linda Grandolfo, Nu Iota Maureen Tokar, Theta Eta In 1997, I attended AOII’s Centennial Convention in New York City. It was my Susan Bonifield, Nu Beta Jennifer Greulich, Alpha Chi Dionn Tron, Omega first International Convention. And there, Lacey Bowman, Chi Delta Linnea Herbert, Nu Iota Connie Underwood, Iota Sigma I realized AOII was so much more than I Barbara Bruning, Theta Psi Lady Hood, Delta Delta Cindy Visot, Kappa Tau had ever imagined. It wasn’t just about Liz Coffey, Chi Lambda Grace Houston, Lambda Tau Dian Volkmer, Tau Delta my four years as a collegian, it was so Jo Davis Cole, Gamma Sigma Barbara Hunt, Phi Delta Sally Wagaman, Sigma Tau much bigger than that. I realized AOII was Linda Collier, Chi Omicron Kathy Jensen, Theta Omega Jessie Wang-Grimm, Phi Chi truly a lifetime experience. There were Crystal Combs, Nu Beta Sally Cash Johnson, Delta Epsilon Krista Whipple, Omega sisters of all ages, all walks of life and Kath Conver, Nu Iota Carole Jones, Alpha Delta Mary Williams, Phi from everywhere around the country. It Amber Countis, Pi Caroline Lazzara, Lambda Beta Anne Wilmes, Chi Lambda was both overwhelming and inspiring. Peg Crawford, Iota Troy LeForge, Beta Phi Leslie Wininger, Kappa Omega Immediately following Convention that summer I became an international Nicole Cronenwett, Delta Theta Michelle Lopez, Delta Theta Judy Zawacke, Beta Lambda volunteer with the Fraternity and have been involved ever since. Susan Danko, Phi Upsilon Karen Marchese, Phi Lambda Barb Zipperian, Kappa Kappa My involvement in AOII has given me so much throughout my 32 years as a Tamee Dark, Lambda Tau Pam Mearsheimer, Phi Chi Barbara Zolnierczak, Beta Pi member…lifelong friendships, volunteer experiences, numerous leadership Meagan Davies, Alpha Chi Chris Miller, Iota opportunities, as well as personal growth and development. So, when the Andrea Dill, Chi Psi Erica Mohai, Beta Gamma COMPANIES: opportunity presented itself to become a founding member of the 1897 Kathleen Donohue, Epsilon Chi Nancy Moran, Gamma CSL Management, LLC Society, I did so without hesitation. I had always supported the Foundation Kay Elam, Sigma Delta Dana Moreland, Delta Alpha Lee, Danner & Bass through annual donations at Founders’ Days and through the purchase Kelly Farrell-Oliverson, Chi Lambda Lisa Niedenthal, Beta Phi Sandmeyer Steel of Rose Tributes; however, this was different. To me, the 1897 Society Kristy Finkle, Sigma Phi Terry Palmer, Phi Alpha represents our past, present and future. It honors the year AOII was Rene Fitzgerald, Pi Kappa Koren Phillips, Phi Chi *deceased established, and allows those of us here today, through giving to the 1897 Society, to Secure the Future of AOII for generations to come. Gayle Fitzpatrick, Alpha Rho Francey Porter, Omega Judy Flessner, Iota Tonya Powers, Chi Alpha LORI GOEDE, Gamma Omicron (University of Florida) ‘86 | Life Loyal Ann Ford, Sigma Omicron Becky Ratterman, Rho Omicron 16 17 The Second Century Society (SCS) was founded in 1992 to recognize the importance of planned or deferred giving to the Foundation. SCS members S ECO N D believe strongly in the mission, vision and values of the CENTURY Fraternity and want to ensure its long-term stability. SOCIETY Alumnae who remember the AOII Foundation with a planned gift, and notify the Foundation of this intention, become members of the Second Century Society.
I am extremely proud to have been fortunate enough to join the Second Century Society in 2016. I chose to join the Second Century Society, as well as become a regular donor to the AOII Foundation for many reasons. AOII has made me who I am, and who I want to be. It is very important to me to be able to give back to the Fraternity in as many ways as possible, including donating to the AOII Foundation on a regular basis, so that the Foundation can continue NEW 2016-2017 to carry on its work, and to be able to give back to AOII upon my death. It was SECOND CENTURY important to me to become a lifelong SOCIETY MEMBERS donor to AOII because of my incredible experience as a member, as well as the KANDY BERNSKOETTER tremendous amount of work that the Sigma, University of California Berkeley AOII Foundation does with the Arthritis Foundation. As someone who suffers WENDY ESPINOZA from arthritis in the spine, I am honored Delta Sigma, San Jose to be able to help others that suffer from State University the condition even just a little bit through ILINCA IACOB my donations. Kappa Lambda, University of Calgary ILINCA IACOB, Kappa Lambda, ‘08
18 19 The Loyalty Fund IN HONORWays OF OUR 40THto Give ANNIVERSARY Unrestricted gifts to our Loyalty Fund allow the Foundation Board the ability to direct funds where they’re needed most. Emerging needs can immediately be addressed, leveraging significant opportunities for advancement and daily support of our sisters.
Choose the Option Best for You! HOW TO MAKE MY GIFT: MONTHLY DONATIONS Donations can be made as a recurring monthly contribution through bank draft or credit card. ONLINE Visit the Foundation PLANNED GIFTS / BEQUESTS website at aoiifoundation.org A planned gift can meet your short and and click on the “Donate” long-term charitable and financial goals. button. Alpha Omicron Pi Planned gifts include, but are not limited Foundation accepts VISA, LOYALTY FUND to: cash, bonds, stock, securities, personal MasterCard, American property, retirement plan assets and Express and Discover. insurance policies. Visit our website at aoiifoundation.org for more information on the Second Century Society.
RUBY FUND SCHOLARSHIPS ENDOWMENTS CASH OR CHECK Endowments, for a scholarship or other Please mail donations to: restricted purpose, can be established Alpha Omicron Pi Foundation EDUCATIONAL & LEADERSHIP ARTHRITIS outright or through planned gifts. 5390 Virginia Way PROGRAMMING Brentwood, TN 37027 MEMORIAL & HONOR GIFTS Honor an AOII sister, friend or loved one The Loyalty Fund is the “trunk” that supports all of the other funds of the with a memorial or tribute gift in her name. AOII Foundation. Gifts to the Loyalty Fund allow the Foundation Board of PHONE Directors the ability to direct funding where it’s needed most. CORPORATE MATCHING GIFTS We would love to speak Therefore, we are able to continue awarding Ruby Fund grants, Several companies match an employee’s with you! Give us a call scholarships, educational programming to the Fraternity and arthritis grants. personal donation to nonprofit, tax-exempt at 615-370-0920 to make foundations. Ask your employer if they your gift by phone. Your gifts keep our branches strong! Without donations to the Loyalty participate in a gift-matching program, and Fund, we can’t continue administering these vital programs that support our acquire the appropriate paperwork. sisters at every age. facebook.com/AOIIFoundation @aoiifoundation 20 21 Celebrating Forty Years INFORMATION UPDATES To update your name or other information, please contact us at [email protected]. Additionally, if you know of a sister listed in this report that has passed away, please contact us.
FINANCIAL INFORMATION Gifts to the Foundation are tax deductible on a U.S. return as allowed by law. The AOII Foundation is a 501 (c) (3) nonprofit organization. FOUNDATION The fiscal year reported is July 1, 2016-June 30, 2017. The annual audit is performed by Mullins, Clemmons & Mayes, PLLC. The Alpha Omicron Pi Foundation is committed to enhancing The Foundation’s federal tax id number is 58-1343315. the livesmission of our members andstatement Securing the Future of our The Alpha Omicron Pi Foundation's IRS-990 may be viewed at Fraternity through leadership development, scholarships and www.guidestar.org. philanthropic endeavors. Investment assets are managed by Lee, Danner & Bass, Inc. FOUNDATION PRIVACY STATEMENT Charitable organizations are occasionally asked to sell or lease the names and addresses of donors to other parties. As determined by Securing the Future of Alpha Omicron Pi. the Foundation Board of Directors, the policy of the Alpha Omicron vision statement Pi Foundation strictly prohibits such action. AOII Foundation donor records are not sold, bartered, leased, exchanged or otherwise provided by the Foundation to outside organizations.
22 23 a: 5390 Virginia Way • Brentwood, TN 37027 p: 615.370.0920 w: www.aoiifoundation.org e: [email protected] fb: www.facebook.com/AOIIFoundation instagram: @aoiifoundation