For a LIFETIME

For a LIFETIME

for a LIFETIME Foundation Annual Report 2016 - 2017 Dear Sister, It is with great excitement and deep gratitude that we submit to you the 2016-2017 Annual Report of the Tri Delta Foundation. As an assembly of 230,000 brave, bold and kind women, Tri Delta members, are passionate about serving others. Nowhere is this more evident than in the steadfast love our sisters show for one another through their support of the Tri Delta Foundation. In 2016-2017, your generous support provided $1.4 million in scholarships and grants designed to help women live, learn and lead - with Purpose - for a lifetime. Let us steadfastly love one another, for we are bound by powerful bonds... Highlights: 21 grants totaling $73,000 were made to members in need 151 scholarships totaling $396, 078 were awarded to undergraduate and graduate members, representing a 25 percent increase over the prior year This included 11 new scholarships made possible by contributions of members, house corporations, and collegiate and alumnae chapters; and 40 new $3,000 Live Learn Lead Scholarships from the transfer of Life Loyal funds Also in 2017, the Foundation made its second life-changing Trilogy grant to a courageous, 27-year-old breast cancer survivor and Tri Delta alumna, Martha Parker, from the University of Toronto. Read more about Martha in this report. YOU make all of this possible. Through your generous gifts of time, talent and treasure you enable our Founders’ vision and fulfill Tri Delta’s Purpose. Thank you for bringing you to the Tri Delta Foundation...Today and for a lifetime. Loyally in the bonds, Tori Campbell, Chair Stacey Dickenson Cox, Vice Chair Amanda Young Stewart, Treasurer 2016-18 Board of Trustees IMPACT $1.4 MILLION awarded in With support from our generous scholarships and donors, the Tri Delta Foundation grants passionately serves Tri Delta’s members in three important ways: through academic scholarships, $396,078 needs-based assistance, and educational in undergraduate and graduate scholarships leadership grants and housing, to help women live, learn and lead – with Purpose – for a lifetime. $77, 250 in educational and A total of $1.4 million was awarded leadership grants in 2016-2017, including 11 scholarships to members at seven new Tri Delta chapters. In addition, the Foundation $73,000 provided support for signature in needs-based assistance Tri Delta programs, including Collegiate Leadership Conference, Volunteer Leadership Conference and the Chapter Development Consultants Program. $844,470 in housing grants to house corporations By supporting the academic pursuits of our sisters, the Foundation is fulfilling Tri Delta’s Purpose of “broadening the moral and intellectual lives” of our members. Further to this, our donors helped support educational and leadership grants to the Fraternity. In 2016-2017, this included five scholarships to members participating in the Undergraduate Interfraternal Institute; five scholarships to members selected for the Capitol Hill Advocacy experience; and training and educational opportunities for 17 Chapter Development Consultants. In addition, the Foundation supported the first-ever philanthropy chairs track at Collegiate Leadership SCHOLARSHIPS Conference, and hosted various sessions at Thanks to the generosity of our donors, the Foundation Volunteer Leadership Conference, including the has more than 150 undergraduate and graduate Awards Breakfast honoring outstanding alumnae scholarships available to members, and each year outstanding volunteers and the 2016-2017 Sisterhood Scholarship Tri Deltas are awarded these funds to assist them on recipient, Becca White, Florida. A total of $77,250 was their educational journeys. In 2017, a total of $396,078 awarded in support of programs designed around in academic scholarships were awarded to 151 deserving Tri Delta’s commitment to helping women “develop undergraduate and graduate members. This included qualities of unselfish leadership.” 40 new $3,000 Live Learn Lead Scholarship awards funded by our dedicated Life Loyal donors. TRILOGY In 2016-2017 the Tri Delta Foundation made its second life-changing Trilogy grant to breast cancer survivor Martha Parker, a young alumna member from the University of Toronto. Launched in 2012, Trilogy was established to address areas of great need and to provide transformational grants to Tri Delta and her members. To date, two Trilogy grants have been awarded. Our inaugural Trilogy grant was made to Sarah Shore, Rhodes, in 2016, allowing her to graduate from college on time and pursue her dream of becoming a doctor. About Martha In December 2016, 27-year-old Martha was diagnosed with bilateral breast cancer after finding lumps in both breasts. As treatment began almost immediately, Martha also faced life-altering decisions, including undergoing IVF to freeze her eggs to ensure healthy future pregnancies. Martha started chemotherapy in January, which was followed by a double mastectomy and radiation. she had also been awarded a Trilogy grant, doubling the As Martha began her treatment, she also began to worry modest support she had initially requested. about finances. While most of her medical expenses were covered, she was facing some major out-of-pocket costs. “It was a combination of shock and relief, like I could Unfortunately, she did not receive any benefits through finally take a deep breath,” Martha said. her employer, and she was struggling to continue to work while undergoing treatment. Martha completed chemotherapy in April and underwent a double mastectomy in June and is currently finishing Her Canada Alpha sister, Katie mentioned the Crescent up her radiation treatment. It’s been a challenging, Fund in passing one day. A few weeks later, Katie sent life-changing journey, but Tri Delta has been there every Martha an email with a link to the application and a letter step of the way. of recommendation. Hesitantly, Martha applied. “It’s a really good feeling to know that organizations like Shortly after, Martha received a call from the Tri Delta this exist to bring people together and offer support Foundation informing her that not only had her when needed,” Martha said. “Tri Delta is a part of my past, application for a Crescent Fund grant been approved, but a part of my present and a huge part of my life.” GRANTS With support from our generous donors, the Foundation This devastating loss took a physical, emotional and is able to provide emergency assistance to collegiate financial toll on the Dickens family. As Holly and Scott and alumnae members facing unforeseen financial crises worked to put things back together in the aftermath through our Crescent and Collegiate Crescent Fund of the fire, both were forced to take unpaid leaves grants program and our Trilogy grants program. In addition, of absence from their jobs. Ultimately, this resulted we provide grants to enhance the living and leaning in unpaid bills and mounting debt. As their families environments in Tri Delta’s housing facilities. By providing stepped in to help, so did Tri Delta. these grants, the Foundation demonstrates Tri Delta’s commitment to “assisting our members in every possible way.” Thanks to the generosity of loyal sisters, the Tri Delta Foundation was able to provide the Dickens family with CRESCENT FUND an emergency grant from the Crescent Fund. In 2016-2017, the Foundation provided nearly $73,000 in Crescent Fund Program grants – a reminder that HOUSING our members’ need for support persists, especially when In 2016 -2017, with significant alumnae support the Tri Delta disasters strikes. Foundation awarded $844,470 in housing grants to help enhance the living and learning environments of Tri Delta’s Holly’s Story collegiate chapters, including Alpha Rho/Georgia, Beta Last fall, Holly Dickens Ford, Millsaps, and her husband, Mu/Mississippi State (pictured below), Chi/Mississippi, Scott, were awakened early one morning to find their Delta Xi/Missouri, Phi Eta/Texas Tech, Theta Iota/Kansas home engulfed in flames. After rescuing their three sleeping State, and Theta Kappa/Southern Methodist. daughters from their beds, the family escaped safely. Their home, however, was destroyed. Fiscal year ended July 31, 2017 Statement of Operations Grants & Awards Contributions $1,390,798 Unrestricted $1,056,928 Needs-Based Assistance Restricted (Crescent Fund Program) $73,000 Scholarships and Grants 809,578 Housing Campaigns 713,761 Educational and Life Loyal funds 13,597 $ 77,250 Leadership Grants Total contributions 2,593,864 Investment Gains 916,077 Academic $396,078 3,509,941 Total Revenue Scholarships Expenses Scholarships, Grants and Housing Grants $844,870 Program Support 1,706,955 General & Administrative 221,973 Fundraising 471,608 Total Expenses 2,400,536 $1,109,405 Change in Net Assets Assets Under Managenment $15,427,297 International Equities Financial Highlights /Mutual Funds 4% At fiscal year-end, assets under management totaled more Cash and Money Market 3% Fixed Income 35% than $15.4 million -- an increase of $0.9 million or 6%. Domestic Equities 58% These funds are invested in equities, bonds and cash under the prudent stewardship of our professional advisors and 4 % our Finance Committee. Working in conjunction with our 3 % advisors, the Finance Committee reviews our portfolio performance regularly with the objective of generating long-term portfolio returns to enable the Foundation’s 58 % important work of assisting our members in perpetuity. 35% For this reason, targeted payout for Undergraduate and Graduate Scholarships is approximately 3% of long-term average assets. Needs-Based Assistance and Educational and Leadership Grants vary due to circumstances. The Foundation’s Investment Portfolio Value investment portfolio earned a 5.9% net return for the year $15,427,297 ended July 31, 2017, below our benchmark and long-term $16,000 $15,427 targeted returns. The Foundation’s investment strategy $14,554 $14,000 focuses on more stable, mature, dividend-paying companies $12,000 and high-quality fixed-income securities, while recent $10,000 market returns have been driven by high-growth, non-dividend $8,597 $8,816 paying stocks and lower-quality bonds.

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