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The Knight Errant – The Delta Chi Educational Foundation Newsletter

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T H E<br />

KNIGHT ERRANT<br />

Captain of Industry –<br />

Chip Merlin<br />

Virtual “A”s Academy<br />

Foundation<br />

Annual Report


THE KNIGHT ERRANT | THE DELTA CHI EDUCATIONAL FOUNDATION<br />

Lifetime<br />

Giving<br />

Progression<br />

Did you know that the Delta Chi Educational<br />

Foundation tracks all of your gifts with lifetime<br />

recognition? Every gift you make via the DCEF,<br />

whether to your Chapter Scholarship Account,<br />

ECHI account, General Fund, Endowment Fund,<br />

or Galbreth Leadership Fund, etc. is tracked and<br />

recognized. Lifetime Giving (LTG) levels each<br />

have their own set of special recognition. The<br />

DCEF would like to thank these and all donors<br />

who have achieved any LTG level!<br />

LTG Levels:<br />

(Brother belonging to this level)<br />

Tie of Brotherhood - $ 7,500 - 9999<br />

Tom Raad, South Florida ‘07<br />

Order of the Shield - $ 10,000 - 14,999<br />

John Farris, Troy State<br />

Leges - $ 15,000 - 24,999<br />

Howard Baulch, SMU ‘76<br />

Order of the Scimitar - $ 25,000 - 34,999<br />

Jon & Sydney Sattler, Appalachian State ‘81<br />

Hand and Key Club - $ 35,000 - 49,999<br />

Frank Bradley, Texas ‘85<br />

Martlet Club - $ 50,000 - 74,999<br />

John Tunila, Connecticut ‘81<br />

Voting Member - $ 200 - 499<br />

Jake Tomlin, FSU ‘15<br />

<strong>Knight</strong> <strong>Errant</strong> - $ 75,000 - 99,999<br />

Forrest Hoglund, Kansas ‘53<br />

Cornerstone - $ 500 - 999<br />

Robert Martin, New Mexico State ‘08<br />

New Founder - $ 100,000 - 249,999<br />

Patrick Weber, Oklahoma ‘87<br />

Founders’ Circle - $ 1000 - 2499<br />

Gregory Calosso, Cornell ‘09<br />

2nd Degree New Founder - $ 250,000 - 499,999<br />

Lee Berlin, Cornell ‘58<br />

Kimball’s Club - $ 2500 - 4999<br />

Navy Banvard, Ohio State ‘80<br />

3rd Degree New Founder - $ 500,000 - 999,999<br />

Clayton T. Roberts, Florida ‘31<br />

Sir Edward Coke - $ 5,000 - 7499<br />

Dan Thompson, Florida ‘10<br />

4th Degree New Founder - $ 1 MM+<br />

Steve Michels, Marquette ‘87


1<br />

Chairman’s<br />

Welcome<br />

Rod Arnold,<br />

Texas A&M ‘88<br />

BE BOLD,<br />

S T A Y T R U E<br />

I<br />

I am extremely proud of the bold initiatives guided by<br />

our volunteers serving on both the Foundation Board<br />

and our committees in response to the COVID-19<br />

pandemic. Within weeks of the pandemic’s onset last<br />

year, discussions began on how our foundation would<br />

respond, with subjects covering everything from<br />

staff travel for donor visits to gift solicitations and<br />

market protection of existing assets. Was it tone-deaf<br />

to continue to ask for gifts in these uncertain times,<br />

or did it create a specific reason for a certain pool of<br />

donors to feel motivated to step forward? Situations<br />

demanded action. To borrow a line from the late Steve<br />

Jobs, deciding what NOT to do became as important as<br />

deciding what to do.<br />

To safeguard the health of both our staff and our<br />

donors, all staff travel was curtailed for a significant<br />

portion of 2020. The scenario necessitated new thought<br />

processes; old keys would not open new doors. Personal<br />

phone conversations increased, folks brushed up on their handwriting skills, and<br />

we all learned what it meant to Zoom.<br />

Most importantly, our staff followed the professional advice of our brothers on<br />

the Fundraising Committee, appealing to our existing donor base to continue or<br />

expand their financial gifts in this time of need. Our donors responded accordingly,<br />

and I am pleased to report that 2020 donations not only remained on par with 2019<br />

giving levels, but they eventually surpassed them. For this I offer all of our donors<br />

a heartfelt Thank You. The results are particularly notable in light of the challenges<br />

some of our contemporaries endured after choosing a path of passivity and “waiting<br />

it out”; many foundations raised virtually zero funds in 2020, and the effects of<br />

their decisions will be felt within their ranks for quite some time.<br />

Enclosed is an Annual Report, our latest endeavor to expand on the requests of our<br />

donors. Simple snapshot data and graphs to help illustrate how your foundation<br />

has grown over the past few years, and areas where you can be involved and help<br />

support our brotherhood into the future. Scholarship opportunities are expanding;<br />

morale has remained high; our donor base continues to grow. <strong>2021</strong> will see the<br />

launch of a formal feasibility study ahead of our first capital campaign.<br />

The goal is straightforward; build funds to help support leadership programming<br />

and fortify foundation operations in both the short-term immediate sense and on a<br />

permanent basis via the Endowment. We must begin planning for our future, if we<br />

are to have one of relevance. Some of our contemporaries have long accomplished<br />

this, while other smaller organizations see the warning signs and are building their<br />

savings now. In the words of a prominent donor, “this is long overdue for our brotherhood.”<br />

I agree wholeheartedly with his sentiment, and I look forward to finding<br />

avenues for all of us to be individually engaged in this worthy campaign. We will<br />

all have a place and a role in this story of success about to be written.<br />

On behalf of the Foundation Board and Staff, thank you again for your time, talent<br />

and treasure.<br />

In The Bond,<br />

Rod Arnold<br />

Chairman of the Board<br />

<strong>V1</strong>:<strong>2021</strong><br />

1<br />

2<br />

4<br />

6<br />

7<br />

9<br />

Lifetime Giving Progression<br />

Chairman’s Welcome<br />

Rod Arnold,<br />

Texas A&M ‘88<br />

Captain of Industry,<br />

Chip Merlin, Forces Insurance<br />

Companies to PAY UP<br />

Chip Merlin, Florida ‘80<br />

Raymond D. Galbreth<br />

Leadership Fund<br />

Impact Report: Programs -<br />

Virtual “A”s’ Academy<br />

Impact Report: Scholarship -<br />

Rich Paulsen, Embry Riddle ‘97<br />

Impact Report: Leadership -<br />

Brendan Shields-Shimizu,<br />

Southern California ‘07<br />

Chapter Anniversaries<br />

The Barrister Capital<br />

Corporation (BCC)<br />

Donor Tribute: Roy Payne,<br />

Cornell ‘48: 1928-2020<br />

Annual Report –<br />

Finance Summary, Fundraising<br />

and Program Support<br />

Personal Giving Link<br />

DCEF Annual Membership<br />

Meeting


24<br />

MERLIN<br />

A T T H E H E L M<br />

The Tampa Bay Times dubbed Chip Merlin, Florida ‘80, “the Master of Disaster” for his<br />

nationwide catastrophe work and helping insurance policy holders following Hurricane<br />

Katrina. Chip is a man full of passion for life, for people, for fun, and for getting things done!<br />

At 62, Chip isn’t slowing down. He’s the Founder and President of Merlin Law Group,<br />

a firm with attorneys licensed to practice in 22 states, in over 10 offices around<br />

the country, established in 1985. They are the nation’s foremost experts in property<br />

insurance litigation, and have been one of the early firms tackling COVID-19 business<br />

insurance claims. In addition, all natural disasters are a specialty, including hurricanes,<br />

wildfires, flooding, tornadoes, hail damage, etc. He’s also the owner of Merlin Yacht<br />

Racing (more on that in a moment).<br />

He’s coming off a year of extensive book promotion as a<br />

ForbesBooks Featured Author PAY UP, Preventing a Disaster<br />

with Your Own Insurance Company. He’s a thought-leader,<br />

constantly sharing his knowledge and expertise on radio,<br />

social media, web, print, and more. In March <strong>2021</strong> he tells us<br />

a second book is already in the works.<br />

As Founder and President of Merlin Law Group, Chip has<br />

dedicated his practice to the representation and advocacy<br />

of insurance policyholders in disputes with insurance<br />

companies nationwide.<br />

Chip was noted as the “Babe Ruth of Hurricane lawyers” in the Asbury Park Free Press<br />

for his work on behalf of 23 municipalities and hundreds of policyholders following<br />

Superstorm Sandy.<br />

He was provided a Lifetime Achievement Award by the Florida Association of Public<br />

Adjusters for his advocacy on behalf of policyholders. He is on the Board of Directors of<br />

United Policyholders, has been a guest commentator on CNN and Fox News and is past<br />

Chair of the Insurance Bad Faith Litigation Group of the American Association of Justice.<br />

Two things dramatically shaped Chip’s life and career:<br />

“When I was only about 10 years old, the water heater in our house broke down. I’ll<br />

never forget overhearing my mother saying to my father, “If anything else breaks, we<br />

won’t have the money to fix it.” My father was a lieutenant commander in the U.S.


35<br />

Serving as “A” of the Florida Chapter in 1979, Chip remarked how the experience<br />

of leading a 100+ man chapter made such an impact on how he managed<br />

people and organizations. He still carries those lessons with him today, leading<br />

a national law firm and world-class yacht racing team. He gives generously<br />

to support Delta Chi through the DCEF, both locally and internationally, having<br />

reached Order of the Scimitar lifetime giving ($25,000+). He continues to set<br />

an example for all Delta Chi fraternity men to strive towards.<br />

Coast Guard. My mother was a nurse. My parents were frugal,<br />

but like a lot of middle-class families, we still lived paycheck to<br />

paycheck… I wanted a job that would pay enough money to afford<br />

simple repairs without breaking the bank.<br />

I was not certain what path to take in life. All I knew was that I<br />

was going to the University of Florida. Though my father moved us<br />

around a lot in the military, he held onto his Florida residency so I<br />

could get less expensive in-state tuition.<br />

A month before starting college, I was in a bad car accident with a<br />

friend who’d invited me to a family fishing trip to the Chesapeake<br />

Bay. [Fortunately no one was killed] It was a horrible accident. My<br />

dad suggested that we not hire an attorney to deal with the fallout<br />

of the accident. In the 1940s his own father had a bad experience<br />

with lawyers that resulted in the family construction business<br />

losing a case they felt they should have won. The possibility of my<br />

becoming a lawyer was not a topic of discussion in our house. I had<br />

never even considered it. But the accident left me feeling powerless.<br />

I didn’t know my rights or where I stood. Later, I saw that my friend<br />

and his family had their attorney involved in the matter. Everybody<br />

who was in the accident had a lawyer except me. It dawned on me<br />

that lawyers knew where they stood in the world because they knew<br />

the law. They knew their rights. They knew how to fight for those<br />

rights. They knew how to stand up for themselves and others.<br />

Today I am more than three decades into a legal career. I couldn’t<br />

be more satisfied with my decision to go into law. I still believe that<br />

knowing the law means knowing your rights. I also know my clients’<br />

rights - and I can fight for them. Every day for over 35 years now,<br />

my work has allowed me to be someone’s champion. As an insurance<br />

claims attorney and policyholder advocate, I get to fight for the<br />

little guy, the underdog, the everyday people and business owners<br />

trying to make their way in the world and collect what they are<br />

owed by insurance companies. I may not be in the military, but my<br />

practice allows me the honor to fight for and serve people every day.<br />

It certainly doesn’t hurt that, at least after the first few lean years of<br />

starting my own firm, I haven’t had to worry about replacing the water<br />

heater when it breaks down. But what I love most about being an<br />

insurance claims attorney is advocating for other people.”<br />

Merlin Yacht Racing<br />

The team was established in 2017 after Chip purchased the iconic<br />

sailboat from Bill Lee, the ship’s creator. Chip’s done quite a bit of east<br />

coast sailing, mostly in Annapolis, Maryland and Mobile, Alabama. His<br />

most recent program being the B-32 “Chips All In” sailing out of the<br />

Davis Island Yacht Club.<br />

With the new crew, the boat sailed in its first race from St. Petersburg<br />

to Havana, Cuba, on February 26, 2018 and was first In Line Honours<br />

and first in its class. 2019 placed third in the Trans-Pacific (Transpac) Race,<br />

from L.A. to Hawaii. Follow his team this July in the <strong>2021</strong> Transpac!<br />

Merlin Yacht Racing brings innovation and nostalgia to the sport of sailboat<br />

racing. With the boat weighing 24,000 pounds, a beam of 12 feet,<br />

and a sail area of 1,800 square feet, the hours of engineering that were<br />

spent to create the Merlin in 1977 made sailing a large ultralightdisplacement<br />

boat something special – the motto “Fast is Fun” lives on.<br />

Merlin represents the boundless enthusiasm of the seventies and the<br />

mystique of unconquered waters of today.


46<br />

KNIGHT ERRANT | THE DELTA CHI EDUCATIONAL FOUNDATION<br />

VIRTUAL “A”S’<br />

Academy <strong>2021</strong><br />

Raymond D. Galbreth<br />

Leadership Fund<br />

Did you benefit from the leadership<br />

opportunities afforded to you through<br />

your experience in Delta Chi? Many of<br />

our alumni credit their professional success to the<br />

lessons and experiences they learned from leading<br />

their peers in the chapter.<br />

You can now give back to advance leadership<br />

in Delta Chi through the Raymond D. Galbreth<br />

Leadership Fund. The purpose of the fund is to<br />

provide support for the educational programming<br />

of Delta Chi, to increase the capacity of existing<br />

leadership development programs and to support<br />

future initiatives.<br />

*Ray Galbreth, Executive Director Emeritus, was<br />

Delta Chi’s longest serving full-time Executive<br />

Director: 1979-2012. Under his leadership, the<br />

Fraternity doubled in terms of membership and<br />

the number of chapters. His passion was to empower<br />

our members to become better professional<br />

and societal leaders.<br />

https://deltachi.org/scholarships-and-programs/<br />

the incredible efforts of our facilitator team, our<br />

generous donors, and the IHQ staff, the first-ever virtual<br />

“A”s’ Academy was a success. Attended by 100+ “A”s, the<br />

virtual program consisted of over 15 hours of educational<br />

curriculum (adapted and shortened for time in front of a<br />

computer) aimed at supporting our “A”s in developing their<br />

leadership, critical thinking, and problem solving skills.<br />

In an effort to keep costs down, Delta Chi utilized its existing<br />

Zoom platform to deliver the curriculum, along with the<br />

support of 22 outstanding volunteer facilitators (11 Delta Chis,<br />

11 Friends of the Fraternity). The Sched App was utilized to<br />

help manage the schedule, allow easy access to the participation<br />

links, and share materials with participants. Finally,<br />

boxes were mailed to participants in advance that included<br />

their “A”s’ Academy t-shirt, Delta Chi facemask, “A”s’ Badge,<br />

and other program materials.<br />

Facilitator quotes:<br />

Sean Conrad, Gorham State ‘97 - 2nd Year Facilitator<br />

CargoSprint, National Director of Business Development<br />

The fact that we pulled it off (virtually) is seizing the opportunity<br />

in this environment. I would have bet Recruitment<br />

would have been the top topic, but what kept coming up is<br />

retention; how to exist in a virtual environment, justifying<br />

active dues, being disconnected with alumni, etc. One of my<br />

favorite parts is when the guys realize “wow, there’s other<br />

guys going through the same thing I am, or inheriting the<br />

same challenges as I’m inheriting.”<br />

Justin Sherman, Central Missouri ‘08 - 1st Year Facilitator<br />

DCEF, Executive Director<br />

It was easy to stay engaged for hours on end – the weekend<br />

flew by! Fraternity staff did a really good job with creativity<br />

and making it work under current circumstances. Every<br />

large session had a small breakout group, which forced you<br />

to pay attention. We had to be strategic on facilitating the<br />

(small group) conversations to stay on track because everyone<br />

was so eager to share stories and help each other. This<br />

group of “A”s definitely had every opportunity to learn what<br />

other “A”s have learned – only thing that changed was the<br />

way info was distributed.<br />

IMPACT REPORT PROGRAMThanks to


7<br />

Each year Trustee Society donors make<br />

it possible for the General Fund to make<br />

grants covering educational expenses<br />

for the Fraternity’s leadership programs,<br />

like the “A”s’ Academy. Thank you!<br />

Impact Report: Scholarship<br />

Rich Paulsen, Embry Riddle ‘97 took on a new<br />

role in the FBI which required him to go back<br />

to school and get a Masters in Cyber Security.<br />

Rich has been a loyal donor to the Delta Chi<br />

Educational Foundation for many years (Order<br />

of the Scimitar), and as an informed donor he<br />

knew about the Graduate Student Scholarship.<br />

He decided to apply. Much to his surprise he was<br />

awarded one of the scholarships, worth $5,000.<br />

He used the money to help offset the expenses<br />

for tuition and books, but also gave some of<br />

it back!<br />

Rich’s story is a great example of how the<br />

Delta Chi Educational Foundation delivers on<br />

the promise: The Brotherhood of a Lifetime.<br />

The Graduate Student Scholarship doesn’t<br />

have an age requirement, so you can apply<br />

at any stage of life. Let Delta Chi help pay<br />

for your education!


68<br />

KNIGHT ERRANT | THE DELTA CHI EDUCATIONAL FOUNDATION<br />

You shop. Amazon gives.<br />

Are you donating to Delta Chi when you shop online?<br />

AmazonSmile is an easy, free, way to support the charities<br />

you care about most, and we hope the Delta Chi Educational<br />

Foundation is at the top of your list!<br />

Ask your wife or significant other to choose the DCEF for<br />

their shopping too, and watch the benefits multiply!<br />

http://bit.ly/DCEF_Amazon<br />

Chapters Celebrating<br />

Major Anniversaries<br />

in <strong>2021</strong><br />

Wisconsin - 100 years<br />

Central Missouri - 50 years<br />

Gannon - 50 years<br />

West Chester - 25 years<br />

Hamilton -10 years<br />

UNC-Wilmington - 10 years<br />

University of the Sciences –<br />

Philadelphia - 10 years<br />

2020 Anniversaries<br />

Cal Poly - 50 years<br />

UW-Whitewater - 50 years<br />

East Stroudsburg - 10 Years<br />

Kennesaw State - 10 years<br />

Northern Alabama - 10 years<br />

Impact Report – Leadership<br />

Brendan Shields-Shimizu,<br />

Southern California ‘07<br />

Becoming an effective leader takes effort, empathy<br />

and time. Brother Brendan Shields-Shimizu,<br />

Southern California ‘07 has worked hard to<br />

become a leader in his Delta Chi career and his<br />

professional life. As an undergraduate, Brendan<br />

was elected the ‘F’, ‘B’ and ‘A’ of his Chapter where<br />

he attended the inaugural “A”s’ Academy in 2006.<br />

After graduation, Brendan served on his Chapter’s<br />

ABT, Housing Corporation and as a Ritualist for<br />

Delta Chi.<br />

“Attending the “A”s’ Academy you find that none<br />

of us are qualified and all of us are qualified at the<br />

same time to be the leader of our Chapters. You<br />

meet all these people, and they’re the only ones<br />

who understand what you’re going through. One<br />

of the main skills I learned at the “A”s’ Academy<br />

was general communication, and the importance of<br />

listening. In our Chapter, and in the international<br />

fraternity, everyone comes together to form Delta<br />

Chi, different backgrounds, different majors with<br />

different ideas and different ways they see the<br />

world. You have to be willing to listen.”<br />

Brendan is now a Managing Director at the Award<br />

winning company, Observatory Agency; a modern,<br />

full-service creative ad agency, in Los Angeles with<br />

deep roots in entertainment. Brendan “As a leader<br />

in my professional life, I find that the next big idea<br />

can come from the brand new employee fresh out<br />

of college or the CEO of the business. And either of<br />

those ideas could be enhanced by the other or anyone<br />

else in the organization. You have to be open<br />

to everyone’s input.”<br />

Asked why he gives back to Delta Chi, Brendan<br />

tells us “I’m very lucky that I’ve been able to give<br />

of my time, my skills and my money. I want to try<br />

to make sure every undergraduate has the same or<br />

a better experience than I had as an undergraduate<br />

member. We can really make a difference if we<br />

all give a little bit of our time and our money.”<br />

We thank Brendan for his time, his support and his<br />

service to Delta Chi!


7<br />

Mizzou Northern Illinois Chapel Hill<br />

The Barrister<br />

Capital<br />

Corporation<br />

(BCC)<br />

BCC was officially formed in 2016 to dramatically<br />

re-shape our approach to housing<br />

as a strategic initiative. The majority of Delta<br />

Chi Chapters are founded after 1970. Many<br />

of these Chapters historically struggle with<br />

obtaining, managing, or retaining competitive<br />

housing on their respective campuses.<br />

Barrister’s mission is designed to tackle that<br />

very issue. Their mission is explicitly defined<br />

to serve and assist The Delta Chi Fraternity<br />

alumni and undergraduates’ housing needs.<br />

Thanks to HumpHill Design and Scott Humphries<br />

for helping the DCEF redesign The <strong>Knight</strong> <strong>Errant</strong>.<br />

We’ve received tons of great feedback on the new<br />

look and feel. We are fortunate to work with such<br />

great partners who bring life to our vision!<br />

www.humphill.com<br />

Barrister drew inspiration from what many of<br />

our peers in the NIC have been doing for years. With the assistance of outside<br />

legal counsel (Fraternal Law) and what is commonly done by our peers in the<br />

NIC and Panhellenic organizations, Barrister’s corporate structure was defined<br />

and established. Barrister Capital has a board of directors that is composed of<br />

alumni of The Delta Chi Fraternity. All BCC Board Members are volunteers and<br />

receive no compensation for Barrister’s oversight and their service on the board.<br />

Barrister Property Management (BPM) is the operational arm of BCC; they<br />

leverage national strategic partnerships with vendors and coordinate local<br />

resources to manage all operations. BPM leverages industry-leading property<br />

management software to provide a seamless experience for the resident,<br />

including E-Leasing, billing, online tenant payments, vendor payments, and<br />

maintenance of your facility, allowing your House Corporation volunteers to<br />

serve as strategic partners.<br />

In addition to applying best practices to the rooming house model, BCC/ BPM<br />

is a member of the Fraternal Housing Association. Barrister’s membership in<br />

the FHA represents Delta Chi nationally and creates partnerships to ensure<br />

best practices are known and applied in its support of every Chapters’ unique<br />

needs.<br />

BCC is uniquely qualified to help your local chapter and House Corporation<br />

navigate IRS guidelines to leverage the tax-deductible giving opportunities<br />

provided by the Delta Chi Educational Foundation through the Educational<br />

Chapter Housing Initiative (ECHI) accounts.<br />

List of BCC owned / BPM managed properties:<br />

• Illinois State<br />

• Northern Illinois<br />

• Southern Illinois<br />

• Oshkosh<br />

• Central Missouri<br />

• Missouri<br />

• Missouri State<br />

• Eastern Washington<br />

For more information reach out at:<br />

(217) 775 0075 or info@barristerproperty.org<br />

www.barristercapital.org<br />

• Marquette<br />

• UNC – Chapel Hill<br />

Donor Tribute<br />

New Founder’s passing:<br />

Roy Payne, Cornell ‘48: 1928-2020.<br />

Roy was a 4 th Degree New Founder as<br />

recognized by the Delta Chi Educational<br />

Foundation. In his lifetime, he gave more than<br />

$2 million through the DCEF to benefit the<br />

members of Delta Chi; our largest donor. Most<br />

notably, he preserved the Cornell Delta Chi<br />

Chapter House, at a perilous time when it was<br />

uncertain if Delta Chi would retain the property.<br />

He passed onto that higher court in the fall<br />

of 2020, at his home in North Carolina.


10 8 KNIGHT ERRANT | THE DELTA CHI EDUCATIONAL FOUNDATION<br />

ANNUAL REPORT<br />

2020<br />

Brothers,<br />

The Delta Chi Educational Foundation had a strong year in 2020 by all measures, COVID<br />

impacts notwithstanding. Foundation total assets in 2020 grew by over $540,000 to $3.7MM.<br />

We grew the Foundation Endowment by over $310,000. And for the first time in our history,<br />

we established a 6-month operating reserve fund to bolster our financial stability. After<br />

accounting for the endowment and operating reserve funds, unrestricted revenue still exceeded<br />

expenses by nearly 8%. The Foundation granted over $350,000 for student member<br />

scholarships, housing grants, and Fraternity educational initiatives in 2020.<br />

Our successes of 2020 have the Educational Foundation well positioned to support our<br />

brotherhood in <strong>2021</strong> and continue to grow.<br />

Fraternally,<br />

The DCEF’s first Annual Report is an<br />

effort to communicate the Financial<br />

health, Fundraising performance, and<br />

Program impact of the organization.<br />

John Ziegler<br />

Louisiana Tech ‘01<br />

DCEF Treasurer<br />

FUNDRAISING DATA<br />

2991<br />

1127<br />

57.5%<br />

239<br />

Record number<br />

of donations<br />

Record number<br />

of unique donors<br />

Donor renewal<br />

percentage<br />

Number of<br />

new donors<br />

ARMY OF DONORS<br />

Everyone has a part to play to strengthen our beloved fraternity; do your part to advance Delta Chi and join the<br />

Army of Donors. The goal is to generate $500,000 on a recurring, annual basis for the General Fund: 250 Trustees,<br />

1000 Scholars and 600 Students in the 1890 Society.<br />

Trustee Society<br />

= $ 1000+<br />

2020<br />

114<br />

2019<br />

100<br />

2018<br />

90<br />

Scholars’ Society<br />

= $ 240+<br />

2020<br />

222<br />

2019<br />

180<br />

2018<br />

108<br />

1890 Society<br />

= $18.90+<br />

2020<br />

294<br />

2019<br />

235<br />

2018<br />

127


11 9<br />

ENDOWMENT & ASSETS<br />

BALANCES<br />

UNDESIGNATED & DESIGNATED<br />

ANNUAL REVENUE<br />

$4.0 MM<br />

$ 3.77 MM<br />

$2.00 MM<br />

$3.5 MM<br />

$1.75 MM<br />

$3.0 MM<br />

$2.5 MM<br />

$2.0 MM<br />

$ 3.23 MM<br />

$ 3.08 MM<br />

$1.50 MM<br />

$1.25 MM<br />

$1.00 MM<br />

TOTAL<br />

$ 1.24 MM<br />

$ 0.94 MM<br />

TOTAL<br />

$ 1.34 MM<br />

$ 1.07 MM<br />

KEY<br />

Endowment<br />

Fund<br />

$1.5 MM<br />

$0.75 MM<br />

TOTAL<br />

$ 0.69 MM<br />

Total Assets<br />

$1.0 MM<br />

$0.50 MM<br />

$ 0.40 MM<br />

Undesignated<br />

Revenue<br />

$0.5 MM<br />

$0.0 MM<br />

$ 0.3 MM<br />

$ 0.17 MM<br />

$ 0.14 MM<br />

$0.25 MM<br />

$0.00 MM<br />

$ 0.30 MM $ 0.28 MM $ 0.28 MM<br />

2020 2019 2018 2020 2019 2018<br />

Designated<br />

Revenue<br />

2020 GRANT BREAKDOWN<br />

2020 Grants<br />

Dollar Total<br />

$383,790<br />

ECHI Dollars – $247,763<br />

Scholarships Dollars – $45,900<br />

Leadership Development Dollars – $50,000<br />

CSA Dollars – $34,740


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ITINERARY:<br />

June 10 - Thursday<br />

• Board Members arrive<br />

• Board Dinner: 6:00pm<br />

• Executive Committee Meeting: 9:30pm - 11:00pm<br />

DCEF Annual Membership Meeting -<br />

Just Brotherhood<br />

June 10-13, <strong>2021</strong> in Lexington, Kentucky<br />

@ The Lexington Marriott City Center Hotel<br />

Register your attendance: https://bit.ly/DCEFevent<br />

The Delta Chi Educational Foundation is hosting its <strong>2021</strong> Annual Membership Meeting<br />

& Summer Alumni Reunion in Lexington, Kentucky @ The Lexington Marriott City<br />

Center this summer: June 10-13. Designed more as an alumni reunion, the weekend’s<br />

festivities are designed to be low key, full of opportunities to enhance your<br />

Brotherhood experience, and minimal structured programming. We will be offering<br />

the 3rd Annual Trustee Society Experience on Friday night to all Trustees.<br />

If you haven’t made plans yet to attend, there’s still time and we hope you will<br />

decide to come!<br />

June 11 - Friday<br />

• Board Meeting: 8:00am - 4:00pm<br />

(open to all Voting Members)<br />

• DCEF Donor Derby & Trustee Society Experience<br />

@ Keeneland Race Course: 6:00pm - 11:00pm<br />

Complimentary attendance & transportation<br />

provided (must register)<br />

June 12 - Saturday<br />

• Membership Meeting: 9:30am - 10:30am<br />

• Leftover Board business finished by 12:00pm<br />

• A Taste of Kentucky - Donor Excursions: 12:30pm<br />

• Free Evening<br />

June 13 - Sunday: Depart<br />

• Sendoff Breakfast 7:30-9:00am<br />

All Donors are invited to attend the weekend<br />

festivities, including Friday night’s Donor Derby;<br />

Voting Members ($200+ lifetime) should attend<br />

the Membership Meeting on Saturday morning;<br />

Trustees and one guest can attend the complimentary<br />

Trustee Society Experience in conjunction<br />

with the Donor Derby on Friday night.

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