Strategic Plan Principles Briefing to EC October 8, 2011 Greg Harbaugh President & CEO Sigma Chi Foundation

2 Strategic Plan Principles Forecast Last year MGO contribution (not in AF total) This year Last Year This Year Plan MGO AF (Not in Total) major gift contribution (not in AF total) Forecast Last Year This Year I. Alignment between the Fraternity and Foundation: A. Reach agreement of unequivocal support of all funded leadership programs B. Reach agreement on Life Loyal program - Transition Life Loyal to program of lifetime giving C. Integrate recognition/appreciation for Foundation/donors in all promotional material II. Communications: A. The Foundation brand needs to be updated: We are serving every Sigma Chi; We are your Foundation, helping your chapter B. Integrate the message of the Foundation into The Magazine

3 Strategic Plan Principles Forecast Last year MGO contribution (not in AF total) This year Last Year This Year Plan MGO AF (Not in Total) major gift contribution (not in AF total) Forecast Last Year This Year III. Annual Fund: A. Establish lifetime of giving as expectation from initiation forward (1855 Society) B. Expand one on one outreach to smaller gift (tier 3 & 4) donors (White Cross Trust Officer) C. Assess scalability of annual fund efforts to expand donor base, element by element, and fund expansions according to best cost/benefit D. Embrace and expand volunteer advocacy

4 Strategic Plan Principles Forecast Last year MGO contribution (not in AF total) This year Last Year This Year Plan MGO AF (Not in Total) major gift contribution (not in AF total) Forecast Last Year This Year IV. Major Gift: A. Expand Bell Chapter initiative as broadly as possible B. Aggressively cultivate deferred gift commitments C. Expand Major Gift Officer impact when feasible V. Board: A. Provide expanded opportunities for board to influence local prospects (visits/luncheons) B. Expand board membership

5 Strategic Plan Principles Forecast Last year MGO contribution (not in AF total) This year Last Year This Year Plan MGO AF (Not in Total) major gift contribution (not in AF total) Forecast Last Year This Year Strategic Plan Principles VI. Alumni engagement: A. Identify opportunities for Foundation to support alumni B. Consult regularly with interested alumni VII. Chapters A. Reach alumni through their point of greatest affection - the chapter house B. Expand Foundation services to support chapter-specific projects

6 Strategic Plan Principles Forecast Last year MGO contribution (not in AF total) This year Last Year This Year Plan MGO AF (Not in Total) major gift contribution (not in AF total) Forecast Last Year This Year VIII. Scholarship: A. Expand donor-recipient relationship (Donor/Scholar scholarship program) B. Continue to grow scholarships both in number and category IX. Miscellaneous/Merchandise: A. Investigate potential for Foundation to benefit from business partnerships

7 Goals (vs baseline)   Substantial increase in both new and net revenue  5000 new donors  75 funded Bell Chapters  10,000 ‘lost’ alumni added  Significant increase in irrevocable bequests