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It Started as a Promise. Sigma Kappa Foundation Trustee Orientation Lisa Fedler Swiontek Executive Director (317) 381-5530 direct [email_address]
A Promise Sigma Kappa  is making to… ,[object Object],[object Object],[object Object],[object Object]
Orientation Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Non-Profit Environment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Sigma Kappa Foundation 501(c)(3) Tax Status ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sorority Foundation Housing   Corporation
Organizational Structure Board of Trustees Executive Committee Executive Director Committees Staff Beneficiaries Donors
Board of Trustees & Staff  Executive Director  Lisa Fedler Swiontek,  Theta Omicron Regional Director of Development Donna Reed,  Epsilon Zeta Donor Services Coordinator Marlene Harbin Foundation Coordinator Katie Kowalski Contract Bookkeeper Ann Willis Contract CPA Donna Lehman President  Kelly Kirby Shrock,  Gamma Eta Secretary Susan Fong Polizzotto,  Theta Kappa Treasurer Nancy Nelson,  Tau   Trustees Mary Belding,  Tau Cheri Morrell DeJong,  Epsilon Omega Amy Denson,  Theta Chi Susan Harrington,  Gamma Phi Ann O’Connell , Theta Laura Owsley,  Alpha Chi Judy Jay Rostad,  Gamma Iota Marylou Sayler Turner,  Xi Becky Vinzant,  Gamma Eta
Committees ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Our Mission ,[object Object],[object Object],[object Object]
Our Promise, Our Vision: Strategic Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],Development Audit: Key Areas of Focus
Website www.sigmakappafoundation.org ,[object Object],[object Object],[object Object],[object Object],[object Object]
Communication
Entity Relationships ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Sorority Foundation Housing   Corporation
Fundraising ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Annual Reporting
Annual Giving ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Gift Clubs & Societies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
GOLD Program: Loyalty Matters ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
GOLD Program Goals ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Chapters: The 35% Rule for Non-Member Income ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Restricted Giving ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Leadership & Governance ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Board Expectations ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Operations ,[object Object],[object Object],[object Object],[object Object],[object Object]
How Donor Gifts Lead ,  Educate  and  Inspire ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Grant Making Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Leadership Consultant Program ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
National Relationships
Chapter Giving ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Chapter Giving:  Ultra Violet Campaign ,[object Object],[object Object],[object Object],[object Object]
Collegiate Chapter Giving ,[object Object],[object Object],[object Object],[object Object]
Alumnae Chapter Giving ,[object Object],[object Object],[object Object],[object Object]

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Bot orientation 2010

  • 1. It Started as a Promise. Sigma Kappa Foundation Trustee Orientation Lisa Fedler Swiontek Executive Director (317) 381-5530 direct [email_address]
  • 2.
  • 3.
  • 4.
  • 5.
  • 6. Organizational Structure Board of Trustees Executive Committee Executive Director Committees Staff Beneficiaries Donors
  • 7. Board of Trustees & Staff Executive Director Lisa Fedler Swiontek, Theta Omicron Regional Director of Development Donna Reed, Epsilon Zeta Donor Services Coordinator Marlene Harbin Foundation Coordinator Katie Kowalski Contract Bookkeeper Ann Willis Contract CPA Donna Lehman President Kelly Kirby Shrock, Gamma Eta Secretary Susan Fong Polizzotto, Theta Kappa Treasurer Nancy Nelson, Tau Trustees Mary Belding, Tau Cheri Morrell DeJong, Epsilon Omega Amy Denson, Theta Chi Susan Harrington, Gamma Phi Ann O’Connell , Theta Laura Owsley, Alpha Chi Judy Jay Rostad, Gamma Iota Marylou Sayler Turner, Xi Becky Vinzant, Gamma Eta
  • 8.
  • 9.
  • 10.
  • 11.
  • 13.
  • 14.
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  • 17.
  • 18.
  • 19.
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Notas do Editor

  1. Sigma Kappa Sorority and Sigma Kappa National Housing Corporation are both 501(c)(7) organizations and CANNOT offer a tax deduction for gifts received.
  2. Redesigned. Giving site is focused on impact of gift first, then technical information for processing gift. Can honor someone. Secure credit card processing iMIS Updates
  3. Donor Centered fundraising places emphasis on the relationship the donor has with the mission. The gift becomes the beginning, not the climax of the relationship. Refocusing chapters to support Sigma Kappa Foundation first. Developing a culture of philanthropy so our members become philanthropic citizens and good stewards of their communities, not just Sigma Kappa Foundation donors.
  4. Annual Giving is the same as the Annual Fund and Unrestricted Giving.
  5. Board consists of 12 members. Desire to adopt a governance model that promotes efficiency to allow the board able to focus on fundraising and staff on operations.
  6. Lean staff – trying to balance costs with efficiency. One of the most technologically advanced organizations in the Greek world by using check-scanning technologies, recurring credit card billing, automated encryption and credit card processing, website and e-solicitation integration. iMIS Database
  7. Differentiating support for Alzheimer’s from general support of the Sigma Kappa Foundation.
  8. Differentiating support for Alzheimer’s from general support of the Sigma Kappa Foundation.
  9. Reflects calendar year 2009 giving.
  10. Reflects calendar year 2009 giving.