2018 Annual Report - phigam.org · 4 PHI GAMMA DELTA Mission Phi Gamma Delta unites men in enduring...

THE FRATERNITY OF

PHI GAMMA DELTA2018 Annual Report

2 PHI GAMMA DELTA

Table of Contents

Vision into Action 3

Phi Gamma Delta’s Mission, Vision & Values 4

Positive Impact - 2030 5

Maximize Value 6

Empowered Accountability 8

Know the Student Best 10

Expand Smartly 11

Fundraising & Finances 14

ANNUAL REPORT 2018 3

Following the 168th Ekklesia, Phi Gamma Delta’s newly elected Archo-nate initiated the development of a long-term strategic framework for Phi Gamma Delta.

The team worked with the goal of looking beyond the upcoming two years; conducting an internal assessment, examining external environ-mental factors, redefining the Fraternity’s mission, adopting its first ever vision statement and defining our must win battles as strategic priorities.

Phi Gamma Delta has a compelling vision for who we will be and what we will accomplish. Our strategy to realize that vision, Positive Impact 2030, is regularly evaluated and adjusted to account for progress and environ-mental factors.

Campus communities have a deep interest in the efforts we make to in-crease the value of fraternity life to the college and to the individual stu-dent. The following annual report quantifies recent successes associated with Positive Impact 2030.

For an in-depth look at Positive Impact 2030, visit www.PositiveImpact2030.org.

Vision into Action

4 PHI GAMMA DELTA

MissionPhi Gamma Delta unites men in enduring friendships, stimulates the pursuit of knowledge, and builds courageous leaders who serve the world with the best that is in them.

VisionTo be an active, vital force of men who courageously live our values and make a positive impact on college and community.

ValuesWe are United By Friendship.

It is the basis of our brotherhood. Because of it we accomplish far more than we do as individuals. Friendship is the sweetest influence.

We Promote the Pursuit of Knowledge. It is the key to a fuller, richer life. We gain it through education, the harmonious devel-opment of the powers of the individual.

We Encourage Service. We have the ability, the opportunity and the duty to serve our fellow human beings. Our reward is the satisfaction that comes from serving.

We Believe in Morality. As gentlemen of quality, we must do what is right as individuals and as a group. Moral behavior is the basis of society’s existence.

We Strive for Excellence. It is attained only when we fulfill our potential. Mankind benefits when each of us be-comes all that we can.

Phi Gamma Delta’s Mission, Vision & Values


Phi Gamma Delta and the fraternity system are at a natural inflection point. Our environment is undergoing major changes. Recognizing this, the Archonate consid-ered deeply what’s next for Phi Gamma Delta and, on June 10, 2017, adopted a stra-tegic framework to carry us forward. Our path forward is a values-based strategy to achieve “Positive Impact”. It is an outward facing focus on what we do for the world.

There are four strategic priorities (‘must-win’ battles) we have identified. They are must-win battles because they will determine whether Phi Gamma Delta contin-ues to flourish and deliver value to our colleges and communities.

Four Must Win Battles

Positive Impact - 2030

The result of this transformational journey will be a Phi Gamma Delta that is reli-able, interconnected, strong and empowered. Our work now is to actually move the Fraternity towards that better place where we want to be.

Maximize ValueValue creation for our members, the college and community is the essence of our vision for positive impact. Value is what attracts and keeps members. It’s also what attracts and maintains relationships with university administrators, community citizens, campus organizations and other stakeholders who trust us to be reliable and who are critical to our chapters’ long-term success. To cause value to rise, we do not need to know precisely what maximum value is, but we must have an idea of ‘better’. Our full potential is reachable only when we share a unity of purpose with a common and collective set of goals across the Fraternity.

6 PHI GAMMA DELTA

Goals Current Target

Scholarship 73%2017

80%2030

% of Chapters Above All-Men’s Average

Service 15.82017-18

252030

Service Hours per Member per year

Philanthropy $1.41 M2017-18

$2.5 M2030

Charitable Dollars Raised Annually By Chapters

Campus Involvement

66.5%2017-18

100%2030

% of Chapters With ≥ 90% of Brothers Involved in Other Campus Orgs


% of Chapters Above theAll-Men’s Average

Current (2017)

Target(2030)

Current (2016-17)

Above AMA Below AMA

73%

Target (2030)

1 2

80%

Service Hours per Member per Year

Current (2017-18)

Target(2030)

2515.8

Charitable $ Raised Annually By Chapters

Current (2017-18)

Target(2030)

$2.5M$1.41

M

Scholarship

Service & Philanthropy

Scholarships Awarded - 2016-17 Academic Year

Academic Performance - Fall 2017 Semester

Service & Philanthropy Reported - 2017-18 Academic Year

Philanthropic Partners



$1,417,585Philanthropy $ Raised

189,872Community Service Hours

3.110Average Chapter GPA

(Unweighted)

70.2%Chapters Above a

3.0 GPA

3.062.8%

Chapters Above the All-Fraternity Average

AFA73.0%

Chapters Above the All-Men’s Average

AMA

Scholarship Awards - # Given1,389

Scholarship Awards Total Worth$441,120

Empowered AccountabilityFundamental to ‘Building Courageous Leaders’ is the concept of teaching brothers the “why” behind everything they are asked to do and not do. When members understand “why”, they become empowered to take responsible actions. Empowered brothers who are accountable to respect each person in their decisions and actions are far more likely to make good decisions when faced with testing points. Chapters with a solid account-ability system in place and a high level of individual accountability have a culture of empowerment, where the full potential of every single member can be realized.

Project ZeroAt a meeting on October 28, 2017, the Archons passed a motion to create a committee “to generate and present additional ways to enhance member education and prevent hazing.” The board appointed Archon Councilor Jim Link (Ohio Wesleyan 1982) to chair the committee. The ten other committee members include two former Archons, three Section Chiefs, two current Purple Legionnaires, one BCA Chairman, and two undergrad-uates, including Archon Councilor Kolby Owens (Oregon State 2019).

The committee and its work were given the name “Project Zero,” connoting the long term goal to eliminate the scourge of hazing.

The first Project Zero meeting was held on February 9-11, 2018, in Stillwater, Minnesota. The assembled brothers brought a wide variety of experience and skills to the task – mar-keting, military leadership, law, university administration, student leadership, and more. The Project Zero team also solicited input from a number of other idea people and experts.

Brother Link presented a preliminary report to the Archons at their spring meeting on April 27-28. More work remains, including sessions at the 170th Ekklesia to gain perspec-tive from many more brothers as the Project Zero team continues its important work.

8 PHI GAMMA DELTA


Courageous Leaders Scale - TBD

2030Testing Point Tolerance, Ratio-nale, Mentality & Accountability

Courageous Leadership Education

18.7%2017-18

25%2030

% of Members Receiving In-Person Training Annually

Undergraduate LMS Certifications - 100%

2030% of Officers & Pledge Educators Certified Annually

Graduate LMS Certifications - 100%

2030% of Advisors & Section Chiefs Certified Biennially


ASTP (Alcohol Skills Training Program) is a discussion-based program that uses an approach to alcohol education that is

non-judgmental, non-confrontational and meets members where they are in terms of

readiness to change their behaviors.

The Leadership Institute is a five-day pre-mier leadership experience that will empow-er brothers to work on real issues and chal-lenges facing their chapters. The Institute

works through those chapter issues that are incongruent with the values and Ritual of Phi

Gamma Delta.

GreekLifeEdu is an online program that ad-dresses the critical issues of alcohol aware-

ness, sexual assault, and hazing for incoming fraternity and sorority members.

The Social Strengths Program offers broth-ers education in important topics such as

healthy relationships, consent, sexual assault prevention, safe social environments and

bystander intervention.

EducationPrograms

Participation - 2017-18 Academic Year



Building Courageous Leaders

Leadership Programming

1,472Alcohol Education & Hazing Prevention

5,947

Know the Student BestKnowing and understanding the expectations of members is the overarching rule of an exceptional brotherhood. Chapter leaders and graduate advisors that possess this knowledge can align the chapter organization and brothers’ hands-on experiences in a way that creates personal insight, development and a shift in mindsets and engagement. They shape the way our men think about fraternity to create positive membership experiences. A positive membership experience as a student is the key to having fantastic, flourishing chapters, abundant graduate volunteers and growing our graduate chapters.

10 PHI GAMMA DELTA



MemberExperience - TBD

2030% Connecting Experiences With Expectations

New MemberRetention

85%2017-18

90%2030

% of New Members Initiating

Member Persistence

78%2017-18

90%2030

% of Initiated Brothers Active Until Graduation

Advisor Ratio 55%2017-18

100%2030

100% of Chapters Have 5 BCA, 5 HC, 1 PL

% of New Members Initiating

Current (2017-18) Target (2030)

Current (2017-18)

Initiated Not Initiated

85%

Target (2030)

1 2

90%

% of Initiated Brothers Active Until Graduation


Target (2030)

1 2

90%

Current (2017-18)


78%

100% of Chapters Have 5 BCA, 5 HC, 1 PL


Target (2030)

1 2

100%

Current (2017-18)


55%

Expand SmartlyExpansion strengthens our resilience, flexibility and ability to adapt smartly to changes in the higher education environment. There are two elements to expan-sion: growth and development. Growth, in terms of the number of members and chapters, is an externally quantifiable change. Development is more qualitative, as it is a process of transformation in which complexity, infrastructure and excellence increase. Together they enable us to be an active and vital force, creating greater capacity and competitiveness for our chapters, broader influence in our communi-ties, better brand recognition and increased ability to reinvest.




Operational Excellence

72.5%2017-18

90%2030

CPI Goal Attainment

Chapter Size 702017-18

742030

Average Chapter Size

New Colonizations

6/year2017-18

6/year2030

Colonies Added per Year

Graduate Chapters

732018

1002030

Total Active Graduate Chapters

% of New MembersInitiating

% of Initiated BrothersActive Until Graduation

100% of Chapters Have 5BCA, 5 HC, 1 Purple

Legionnaire

Know the Student BestCurrent (2018) Target (2030)

0

20

40

60

80

100

120

% CPI GoalAttainment

Average ChapterSize

New ColoniesAdded per Year

Total ActiveGraduate Chapters

Expand Smartly

Target (2030) Current (2018)

90%

72.5%70

7374

66

100

Membership (2017-18)

Chapters & Colonies

Colonizations & Charterings

12 PHI GAMMA DELTA


3,624 Initiated

4,267 Pledged

137,181Living Members

(11,245 undergraduates & 125,936 graduates)

170x170 Update2018 marks the sunset of Phi Gamma Delta’s long-term growth initiative to expand the influ-ence of the Fraternity to 170 campuses and increase our average chapter size to 60 men. When the Archons launched this initiative in 2006, Phi Gamma Delta was represented on only 113 campuses with an average chapter size of 54 men. The Fraternity met the average chapter size goal, averaging 70 men per chapter in 2018. A series of unfortunate, though necessary, chapter closures kept Phi Gamma Delta from hitting the 170 chapter mark, and we will end 2018 on 163 campuses. Though we did not hit the bullseye of the target, Phi Gamma Delta is larger and stronger than it has ever been.

3Charterings

(2017-18)

6Colonizations

(2017-18)

163Chapters &

Colonies (Spring 2018)

70Average

Chapter Size (Spring 2018)

2006 2009 2011 2013 2015 2017 2018

107121

136142

155 166 163

54 59 61 68 69 68 70

2006 2009 2011 2013 2015 2017 2018

Chapters/Colonies

Average Chapter Size

Graduate Involvement



54Average Attendance

(2017-18)

112Communication

Services - Mailings (2017-18)

73Graduate Chapters

(2018)

Loyal for Life Update

2018 also marks the sunset of Phi Gamma Delta’s long-term graduate involvement initiative, with the aim of developing and engaging brothers who are Loyal for Life. This initiative re-volved around a few key programs:

• Growing our Graduate Chapters, providing the opportunity for graduates to remain connect-ed to one another and the Fraternity. Though just shy of our goal of 75, Phi Gamma Delta grew its graduate chapters from 18 in 2007 to 73 today.

• Growing our Pig Dinner attendance, keeping more graduates connected to their undergradu-ate chapter. Through enhanced coaching, updated resources and renewed emphasis, average graduate attendance at Pig Dinners increased from 46.4 in 2007-08 to a peak of 58 in 2016 and ending 2018 with 54 as more young chapters conduct Pig Dinners for the first time.

• Keeping our graduates informed about Phi Gamma Delta through the Fraternity’s magazine and website, and most importantly chapter newsletters. The Fraternity launched a suite of Graduate Communication Services to assist chapters in better communicating with their graduates and, in 2018, sending 112 mailings for undergraduate chapters at a fraction of the cost compared to local vendors.

Today there are more opportunities for graduate brothers to connect with the Fraternity (and one another) than ever before. Whether our graduate brothers are participating in a graduate chapter, attending their Pig Dinner or serving as an advisor for a nearby chapter, they continue to set a strong example for our undergraduate brothers and show that Phi Gamma Delta is Not For College Days Alone.

2017-2018 FinancesIncome

Expenses

Undergraduate Dues & FeesResale & ServicesEducational Foundation GrantGraduate Dues & ContributionsInvestments & TransfersOther/Misc.

Total Income

Actual

$ 2,172,134503,855419,291371,345302,920

10,188

$3,779,733

FY18 Budget

$ 2,138,272488,000370,000310,000260,000

-

$3,566,272

IncomeFY18 BudgetFY18 BudgetActual Actual

Expenses

StaffHeadquarters OperationsEducational ProgramsOfficers & CommitteesGraduate RelationsColonization & CharteringEventsOther/Misc.

Total ExpensesTotal Transfers to Other Funds

Net Surplus / (Deficit)

Actual

$ 2,071,562463,767286,175183,358161,005105,480

15,980124,755

$3,412,080$ 71,922

$295,730

FY18 Budget

$ 2,099,500449,500280,000175,000159,000115,000

10,000147,500

$3,435,500$ 79,258

$51,514

14 PHI GAMMA DELTA

Fundraising & Finances

$3,779,733$3,566,272 $3,435,500$3,412,080

FoundationThe Phi Gamma Delta Educational Foundation, established in 1945, is a 501(c)3 public charity whose mission is to sup-port the educational and charitable purposes of Phi Gam-ma Delta, its undergraduate brothers and its chapters. The Phi Gamma Delta Foundation of Canada provides similar support to brothers and chapters in Canada.

Donations to the Educational Foundations support Phi Gamma Delta through scholarships and educational grants – funding the educational programming the Fraternity provides to its undergraduates.

Educational Foundation (2017-18):

Graduate Dues

Phi Gamma Delta’s Gradu-ate Dues program provides significant unrestricted income to the Fraternity to supplement the dues and fees paid by undergrad-uate brothers. Graduate Dues support a number of Fraternity programs which cannot and/or should not be absorbed by our under-graduate members and chapters.

Graduate Dues Program (2017-18):

FundraisingEvery year thousands of graduate brothers show that Phi Gamma Delta is Not for College Days Alone and provide financial support to the Fraternity, namely through the Phi Gamma Delta Educational Foundation and the Graduate Dues program.


Donations Received

$114,000Scholarships &

Grants Awarded

$68,000

$142,000

Donations Received From

$257,268

Brothers Participating in the Program

5,130

AAA Scholarships Provided

$294,000Educational

Programs Funded

$457,000$985,000Donations Received

From 2,760 Donors

Canadian Foundation (2017):

On May 1, 2018, the Foundation hosted the inaugural Giving Day, commemo-rating 170 years of brotherhood, while stressing the importance of supporting future Phi Gams in celebration of Phi Gamma Delta’s 170th anniversary.

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I GA M M A DELT

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Donations Received From 1,152 Donors

PHI GAMMA DELTABUILDING COURAGEOUS LEADERS

1201 Red Mile Road, Lexington, KY 40504www.phigam.org | 859-255-1848 | [email protected]

2018 Annual Report

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