Vision

The Rock that supports and sustains Excelling with Honor.

Mission

Sigma Nu Educational Foundation secures and provides enduring resources to support the educational, leadership development, and charitable initiatives of Sigma Nu Fraternity.

Strategic Plan

Advancement Imperative: Through development and execution of comprehensive advancement and stewardship strategies, the Foundation will secure fundraising results adequate to support its operations and fulfill its Mission.

1. The Foundation will finalize its Annual Advancement Plan – to include plans for annual giving, leadership annual giving, major gifts, planned giving, prospect research and management, donor stewardship, data acquisition, and quality, technology enhancements, and alumni engagement, annually by May 31.
2. The Foundation’s annual fundraising results will be sufficient to exceed annual operating expenses by June 30, 2025.
3. The Foundation will develop its operational plan to provide annual grant funding to the Fraternity by March 31, 2025.
4. The Foundation will examine the feasibility of a capital campaign by December 31, 2023.
5. The Foundation will review its restricted account program and complete implementation of any applicable revisions by June 30, 2025.

Sigma Nu Headquarters Imperative:  The Foundation will maintain and preserve the Sigma Nu Headquarters to meet the educational and historical needs of Sigma Nu, as a source of pride for all stakeholders, and in a manner reflective of the strength and stability of Sigma Nu.

1. The Foundation will develop and implement a comprehensive property management plan for Sigma Nu Headquarters, annually, by September 30.
2. The Foundation will increase Omega Society revenue to $150,000 annually by June 30, 2024, and $200,000 by June 30, 2025.
3. The Foundation will review, prioritize, revise as necessary, and share the master plan for Sigma Nu Headquarters – including the Robert A. McCully Memorial Archives and the Margaret C. Davis Home – with relevant stakeholders, annually, by September 30.
4. Fundraising for construction of the Spears Family Epsilon Epsilon Center for Excellence will be completed by January 2025, with a two-year cash flow pro forma developed by May 15, 2023.

Governance Imperative:  The Foundation Board of Directors and President will maintain a comprehensive policy governance structure that ensures best practices and processes for making and implementing decisions to advance achievement of the Foundation’s Mission.

1. The Foundation will maintain its policy governance model, to include biennial strategic planning, annual review and adoption of the structure, composition, role, expectations, and requirements of the Foundation Board of Directors, and annual review of the President against the Strategic Goals of the Strategic Plan.
2. The Foundation will review and recommend a committee structure to support its Strategic Plan and governance model, by September 30, 2023.
3. The Foundation will consider plans for leadership succession annually, by December 31.
4. The Foundation will continually work with the Fraternity to ensure appropriate alignment of priorities.
5. The Foundation will produce annual reports for stakeholders that summarize activities and outcomes of the Foundation for the prior year, annually by the date determined to be appropriate by the President.