Give Now

Pi Beta Phi Foundation

Pi Beta Phi Foundation

Educational Area Grant Program Agreement

If you want to learn more about established an Educational Area Grant Program (EAGP) Fund to support a major housing project or want more information about fundraising and Foundation support for Chapter House Corporations, contact Hallee Winnie, Executive Director. 

What is an EAGP?

An Educational Area Grant Program (EAGP) Fund a program allowing the Foundation to support educational qualifying portions of a capital housing campaign or project, especially those projects of $250,000 or greater, by accepting tax-deductible contributions to the Foundation from alumnae and friends in support of the campaign or project established by a Chapter House Corporation (CHC) or the Fraternity House Corporation (FHC).

An EAGP agreement must be established to outline the partnership between Pi Beta Phi Foundation and the CHC or FHC undertaking the significant renovation or building project.  An EAGP can be an effective and useful tool to raise charitable gifts to support the housing campaign or project. 

Why would we want to do an EAGP?

Before the Educational Area Grant Program was developed, the only means of soliciting charitable dollars for a chapter house’s capital project was through partnership with the university in limited circumstances. EAGP provides an alternative for chapters where university partnership is not an option or where the chapter desires to retain complete control over all aspects of their capital campaign project. 

Why don't I just make a gift directly to my CHC?

Donations directly to CHC or FHC are critical to support the non-qualified portions of a major project. Due to current IRS regulations and tax law, those donations directly to the CHC or FHC are not tax-deductible. Particularly for major gifts, tax considerations may be important. An EAGP allows a donor to make a gift to their chapter and realize the tax benefits.  

Will we still need fundraising counsel?

Members of the Foundation staff would be happy to talk with you about your specific project and needs and make recommendations about best practices for fundraising.  If your plan included fundraising counsel before an EAGP agreement, you will still need fundraising counsel with an EAGP agreement. 

Is EAGP a complicated process?

There are several steps to both establishing an EAGP and use of the fund. There are the overall steps:

  1. Complete Fraternity House Corporation fundraising approval process.
  2. Gather necessary documentation, which includes detailed architectural plans, a budget, scope of the project, campaign goal and planned fundraising activities. 
  3. Submit necessary documentation for the Foundation to obtain a qualified legal opinion on the educational percentage of the project.
  4. Pi Beta Phi Foundation Board of Trustees review for acceptance. Once approved, you will sign an EAGP agreement with the Foundation that outlines accounting requirements, fee structure, donation processes, grant process and reporting requirements.
  5. Fundraise!
  6. Submit qualified expenses for reimbursement. 

What does the EAGP agreement say?

The agreement outlines the legal limitations of the EAGP partnership. To meet our legal obligations, the Foundation must exercise due diligence to ensure the improvements to educational areas funded by tax-deductible donations does not change over time. The CHC/FHC and the chapter have an ongoing responsibility to ensure and certify the use has remained educational. Additionally, due to the legal requirement to segregate funds raised for charitable purposes, there are accounting requirements for all three entities that must be met.

Who signs the agreement?

Representatives of the Foundation, the Chapter House Corporation and the chapter will need to sign the EAGP agreement. Each entity has responsibilities to the other that are clearly outlined in the agreement.

How much does this cost?

The Foundation has a tiered administrative fee structure in place to be flexible in meeting the needs of your project. Final EAGP costs are detailed and mutually agreed upon in the finished EAGP agreement that is executed. Administrative fees for EAGP Funds will be assessed upon receipt of gifts or pledge fulfillments:

  • 4% baseline fee for EAGP program administration of funds, recurring credit card gifts, pledge administration and gift acknowledgement processing.
  • It is possible that the Foundation may be able to provide campaign counsel and advice, including direct mail and print materials development depending on the scope of your project for an additional fee.  

What if we’re not doing a full-fledged capital project and campaign? Can we still go through the Foundation to be able to accept charitable gifts?

n the absence of a specific capital project and campaign, a Chapter House Improvement Program Fund is the better option. 

In summary

An Educational Area Grant Program agreement executed between your CHC or FHC and Pi Beta Phi Foundation can be an effective and useful tool to raise charitable gifts to support a major chapter housing project. We encourage a full and robust discussion of all the considerations and are happy to answer any questions or concerns.

If you are interested in establishing an EAGP, please contact Hallee Winnie, Executive Director

Join Our Team

Do you know a great marketing professional? The Foundation currently is hiring a Marketing and Communications Manager. Learn more and apply today! more

Evelyn Peters Kyle Society Members as of March 5, 2017

Sharon Abeyta-Levey, New Mexico Beta

Ruth Collins Altshuler, Texas Beta

Helena DeNiro Anderson, Ohio Alpha

Sissy Phillips Austin, Oklahoma Alpha

Susan Weber Baker, Oregon Gamma

Tanya Phillips Barnes, Arkansas Alpha

Patti Root Bash, Indiana Beta

Betty Hogan Bechtel, California Beta

Fran DeSimone Becque, New York Alpha

Peggy Timmons Bergmann, Texas Delta

Oriana Bertucci, Ontario Gamma

Diane Bielman, California Eta

MaryCook Nabors Blanshard, Arkansas Alpha

Nell Blatherwick, California Gamma

Jeanne Krouse Bliss, Illinois Theta

Dody Intveld Boat, Iowa Gamma

*Marilyn Boren-Sweeney, California Gamma

Julie Ann Bourk-Suchman, Kansas Beta

Jan Ward Bowmer, Oklahoma Alpha

Ashley Bradbury, California Kappa

Claudia Green Bradley, Texas Gamma

Roberta Boyd Bragan, West Virginia Gamma

Ann Warmack Brookshire, Texas Beta

Sally Hewell Brown, Texas Delta

Susan Bruch, Michigan Alpha

Martha Posey Burke, Oklahoma Beta

Susan Butterfly-Ebert, Arizona Alpha

Donna Lynn Butterworth, Virginia Eta

Linda Swaney Byars, Arkansas Alpha

Betsy Harris Cantlie, New York Gamma

Patricia Rose Carlton, Arkansas Alpha

Julie Carney, Texas Beta

Kellee Casebeer, Oregon Gamma

Chenstein O'Malleysven Foundation

Philip Cianciotto

Trudy Hartzell Clark, Maryland Beta

Jan Kincaid Clifford, Indiana Delta

Reenie Harwood Collins, Texas Alpha

*Jane Compton, Kansas Beta

Wendie Murfee Cook, Texas Gamma

Joy Spiva Cragin, Arkansas Alpha

Jennifer Sheffield Crain, Arkansas Alpha

Angela Pinion Crawford, Mississippi Beta

Elizabeth Yarbrough Cross, Arkansas Alpha

Brenda Heck Crouch, Arkansas Alpha

Betty Small Crow, Oklahoma Beta

Lisa Erwin Darnell, Texas Gamma

Chuck Davidson

Susan Michelle Debusk, Arkansas Alpha

Elizabeth Regan Dever, Connecticut Alpha

Marnette Robertson Dhooghe, Arkansas Alpha

Mandy Boreing Dillard, Arkansas Alpha

Katie Rice Dimitrova, Arkansas Alpha

Kathy Kontor Dougherty, Texas Epsilon

Amy Strickland Dreller, Arizona Beta

Carol Winn Dunaway, Arkansas Alpha

Joanne Flowers Duncan, South Carolina Alpha

Laura Olmstead Durmon, Arkansas Alpha

Debbie Walker Duszak, West Virginia Alpha

Kim Knight Dutton, Arkansas Alpha

Joanie and Jon Dyer

Mary Beth Rhyne Dykes, Alabama Gamma

Shawn Eagleburger

Nan Ellen Dickinson East, Arkansas Alpha

Kelly Pace Eichler, Arkansas Alpha

Emory McGinnis Eison, Mississippi Beta

Kathy Wager Ewing, Alabama Gamma

Suzette Thompson Farrar, Colorado Delta

John Fenley

Erin Fischer

Frances Shields Foster, Texas Beta

Jack & Adele Mason Family Foundation, Inc.

Kate Erwin Frazier, Mississippi Beta

Melissa Phillips Fritz, South Carolina Beta

Karin Daniel Frye, Alabama Gamma

Molly Gathright

Judy Walker Gibbs, Louisiana Beta

Aulena Scearce Gibson, Oklahoma Beta

Carly Miller Giesbrecht, Alberta Alpha

Jennie Malouf Gilchrist, Texas Alpha

Kristie Callahan Gill, California Theta

Patricia Rand Glenn, Arkansas Alpha

Kelley Golden, Tennessee Gamma

Elizabeth Polanka Green, Indiana Delta

William Greenhaw

Janet Wickham Gregory, Michigan Beta

Eileen O'Neil Grigutis, Kentucky Beta

Patsy Mathis Hagerty, Texas Gamma

Jo Ann Grill Hagopian, Ohio Beta

Jensey Fulbright Hale, Arkansas Alpha

Pamela Williams Hallin, Arkansas Alpha

Alex Gooch Hallowell, Arkansas Alpha

Amne Harrington, Florida Alpha

Misty McIlroy Hawkins, Arkansas Alpha

Jennifer Hazelton, Virginia Eta

Alison Veit Heafitz, Illinois Zeta

Leesa Nickels Hedge, Texas Gamma

Jackie Cramer Hegman, Indiana Delta

Frances Sorensen Henning, Iowa Zeta

Gladys Crandall Hickman, Texas Gamma

Anne Busch Hills, Arizona Alpha

Jana Boardman Hoffman, Texas Gamma

Mary Katharyn Howell Hope, Mississippi Beta

Betty Staggs Huckabay, Oklahoma Alpha

Ann Beane Hudson, Arkansas Alpha

Bimi Lane Huebner, New Mexico Beta

Brenda Foster Huffman, Texas Epsilon

Jayne Hultman, Michigan Gamma

Leah Ann Hurley, Mississippi Beta

Mimi Myer Hurst, Arkansas Alpha

Stephanie Wagner Hutchinson, Arkansas Alpha

Sharlotte Jeffcoat Hyde, Texas Gamma

Audrey Sullivan Jacob, Michigan Beta

Lesley Whitehead Jaggers, Kansas Beta

Linda Roberts Jinneman, Texas Epsilon

Kirstin Swindler Johnson, Arkansas Alpha

Mary Jane Buchele Johnson, Illinois Eta

Susan Mangum Johnson, Texas Gamma

Gina Garrison Jones, Nebraska Beta

Pamela Hamm Jones, Arkansas Alpha

Rebecca Smith Jones, Indiana Alpha

Amy Bader Keirle, Georgia Alpha

Valerie Ford Kellam, Arkansas Alpha

Heidi Dake Keogh, Colorado Alpha

Angela Loe Kincade, Arkansas Alpha

Karen Hook King, Texas Gamma

Malinda Rutledge Kirchner, Arkansas Alpha

Caitlin Pierce Kissee, Missouri Gamma

Kathleen and Michael Klema

Diane Klepper, Kansas Alpha

Cathy Koffler

Mary McNair Kumpuris, Arkansas Alpha

Susan Crane Kyle, Indiana Beta

Barbara McReynolds LaMaster, Kentucky Beta

Ashley Scott Larkin, Louisiana Alpha

Brenda Laroche, Arkansas Alpha

Joyce Richardson Laws, Arkansas Alpha

Toni Bowlin Laws, Arkansas Alpha

Nancy Jennings Klein Lawson, Texas Gamma

Nicoletta Polychron Lawson, Arkansas Alpha

Cynthia Lynn Leaphart, South Carolina Beta

Margo Wilton Lesser, California Gamma

Ann Rector Lewis, Texas Alpha

Danielle Hentges Lidwell, Oklahoma Beta

Diane Malloy Lighthall, Colorado Beta

Tiffany Ward Lindsey, Arkansas Alpha

Janice Worthington Lisko, Oklahoma Beta

Kittye Little, Oklahoma Alpha

Betty Blades Lofton, Indiana Gamma

Muff Moore London, Texas Gamma

Vivian Mei Long, New York Eta

Diane Davis Lord, Arkansas Beta

Ann Barlow Loveless, Arkansas Alpha

Leisa Ebeling Lowrey, Ohio Eta

Barb Arlene MacNeill, Pennsylvania Kappa

Rae Wohlhueter Maier, Kentucky Beta

Libby Jennings Manning, Oklahoma Alpha

Betty Waller Martin, Texas Gamma

Toni Martinovich, California Eta

Lisa Nicole Masters, Georgia Alpha

Anita Edrington McCarty, Arkansas Alpha

Phyllis Hahn McCasland, Oklahoma Alpha

Sherry and Randy McCaslin

Barbara Witzeman McCoy, Illinois Eta

Betsy West McCune, Missouri Alpha

Cyndi Herbert McGill, Alabama Gamma

Ruth Walsh McIntyre, South Carolina Alpha

Margaret Elizabeth McLarty, Arkansas Alpha

Mary Grable McLeod, Illinois Alpha

Brian & Gillian McNamee Foundation

Merry Humphrey Melonas, Oregon Alpha

Evelyn West Menz, Arkansas Alpha

Heather Wilson Miller, New Mexico Beta

Kelli Nicholson Miller, Arkansas Alpha

Lisa Hornibrook Miller, Arkansas Alpha

Julia Peck Mobley, Arkansas Alpha

Jane Peterson Mooneyham, Colorado Alpha

Alison Henning Moore, Florida Gamma

Margy Harm Moorhead, Indiana Gamma

Karen Kennedy Morton, Arkansas Alpha

Sarah (Sis) Ruth Mullis, South Carolina Alpha

Jo Anne Craver Murdock, Texas Gamma

Martha Elizabeth Murphy, Minnesota Alpha

Kathy Swinea Nevill, Tennessee Gamma

Christina Nguyen, California Eta

Kyle Loveless Noble, Arkansas Alpha

Julie Ternes Oakhill, Arkansas Alpha

Kim OBrien, Ohio Zeta

Linda Ward O'Hara, Kansas Alpha

Marion Swanson Oster, California Zeta

Jack Padovano

Ann Hall Patten, Missouri Alpha

Audrey Miller Pennings, Arkansas Alpha

Jane Pearson Pettit, Arkansas Alpha

Jill Nicole Pettit, Arkansas Alpha

Ann Dudgeon Phy, Texas Alpha

Kate Blatherwick Pickert, Kansas Alpha

Nancy Fogle Pollard, Arkansas Beta

Jenny Miller Pratt, Indiana Alpha

Wendy Labreche Pratt, Massachusetts Beta

Shannon Rainosek-Hurley, New Mexico Alpha

Liz Rainwater, Arkansas Alpha

Mary Lou Cain Rasco, Arkansas Alpha

Julia Tucker Rasmussen, Texas Alpha

Vanessa Ann Redman, Texas Eta

Amanda Reid, Michigan Alpha

James Remington

Sha Carson Reynolds, Arkansas Alpha

Beth Stuckey Rice, Arkansas Alpha

Dee Rippetoe Richardson, Oklahoma Beta

Cynthia Dean Robinson, Tennessee Beta

Tyler Rollins

Lisa Rede Roman, New Mexico Beta

Ann Bodenhamer Rosso, Arkansas Alpha

Kim Brooks Rosson, Arkansas Alpha

Liz Hoover Rotan, Texas Beta

Clara Sterling Rowland, Arkansas Alpha

Alisa Brooks Rudlang, Minnesota Alpha

Janet North Russell, Texas Gamma

Jim Schillaci

Jean Wirths Scott, Pennsylvania Beta

Lisa Gamel Scott, Colorado Alpha

Edward Seaton

Morgan Riley Sexton, Kentucky Gamma

Leslie Faulk Shanks, Arkansas Alpha

Sue White Shellabarger, Oklahoma Beta

Paula Pace Shepherd, Texas Epsilon

Betsy Beese Sheridan, Texas Gamma

Sally Minning Shoemaker, Arizona Beta

Katie McCormick Shreve, California Eta

Amy Shuart, Virginia Zeta

April Shy

Sara Davis Silzer, Arkansas Alpha

Marietta Irving Smith, Arkansas Alpha

Christian Snowden, Texas Beta

Dorothy Goodson Snowden, Tennessee Beta

Beth Seidelhuber Sordi, California Kappa

Lori Swart Sporer, Kansas Beta

Charlotte Smith Steele, Arkansas Alpha

Mary Stephenson Stilson, Iowa Zeta

Ann McDaniel Stinson, Nebraska Beta

Betsy Campbell Stone, Washington Gamma

Amanda Strickland Stout, Louisiana Beta

Richard and Angela Strickland,

Maurita Estes Stueck, Missouri Beta

Margaret Sundberg, Washington Alpha

Susan Linebarger Overton Sutton, Arkansas Alpha

Cindy Rice Svec, Kansas Beta

Carla Fitzgerald Swenson, Texas Alpha

Cheryl Brown Sykes, North Carolina Alpha

Mary Rakow Tanner, Maryland Beta

Mary Loy Tatum, Oklahoma Beta

Patricia Wade Temple, Virginia Gamma

Martina Moss Thomas, Arkansas Alpha

Kimberly Holt Thompson, Indiana Delta

Melanie Merrill Thompson, Kansas Beta

Cosette Fidler Thoms, Wyoming Alpha

Karen Sulley Thorn, Nebraska Beta

Rena Rodeman Thorsen, Maryland Beta

Elizabeth Loveless Tilbury, Arkansas Alpha

Beth Torres, Illinois Zeta

Anita Tracy, Maryland Beta

Leslie Bryles Truemper, Arkansas Alpha

Karen Brooks Turner, Oregon Beta

Suzanne Whitmore Turner, Arkansas Alpha

Angie Killian Underwood, Illinois Iota

Mary Lynn Thomas Van Wyck, Arkansas Alpha

Chris Mills Verity, Texas Gamma

Jennifer Scott Wahlen, Alabama Gamma

Ashleigh Johnson Waits, Georgia Alpha

Linda Malouf Walter, Texas Gamma

Veda Ward, Pennsylvania Beta

Carol Inge Warren, North Carolina Beta

Tiffany Nicole Weathers, Arkansas Alpha

Heather Haugland Webb, Arizona Alpha

Kristy Lynn Weber, Missouri Alpha

*Suzanne Walker Weber, West Virginia Alpha

Nelly Welsch, South Carolina Beta

Jean Sheldon Werner, Ohio Alpha

Marty Reynolds White, Kansas Beta

Tracy Beaufort Whitehead, California Delta

Cappy Ware Whiteside, Arkansas Alpha

Charles B. Whiteside III

Sally Sewell Wightman, Oklahoma Alpha

Alinda Hill Wikert, Texas Alpha

Ann Wear Wiley, Iowa Gamma

Ruth Dunlap Will, Ohio Beta

Juli Holmes Willeman, Iowa Beta

Becky Williams, Arkansas Alpha

Elizabeth Montgomery Wilson, Texas Beta

Hallee Winnie, Michigan Gamma

Nancy Morsbach Winter, Kansas Alpha

Tally Smith Witmer, Ohio Zeta

Marla Neelly Wulf, Kansas Beta

Anonymous, Colorado Gamma

Anonymous, Wisconsin Gamma

click here for complete list