Make a Donation

Pi Beta Phi Foundation

Pi Beta Phi Foundation

Our Stewardship

Trustworthy Stewardship is so important at Pi Beta Phi Foundation; it is one of our core values. We are committed to providing comprehensive disclosure of our financial activities. 

Investment and Audit Committee
The Investment and Audit Committee is comprised of Trustees, volunteers and key staff who have investment expertise. The committee reviews portfolio performance quarterly via conference calls with the investment and fund managers, who also present an annual portfolio performance review to the full Board of Trustees. This provides both ongoing and annual review of strategy and performance to ensure portfolio objectives are being met.

Investment Manager
The Foundation retains an investment manager with Wells Fargo Advisors in Appleton, Wisconsin, whose role is to plan asset allocation strategy and provide ongoing oversight of portfolio performance, as well as manage various fund managers with whom the Foundation has monies invested. Based on portfolio performance, fund managers may be changed from time to time. The Foundation’s primary fund manager is Williams, Jones & Associates, LLC in New York, New York. The investment manager and fund managers are responsible for meeting investment objectives established by the Foundation’s Board of Trustees.

Investment Policy
Pi Beta Phi Foundation has a written investment policy that is reviewed by the Board of Trustees annually. The policy addresses investment strategies and distribution of funds. The investment objective of Pi Beta Phi Foundation is to achieve the best possible rate of return commensurate with prudent investment management and preservation of capital and income, in order to allow assets to grow at a sufficient rate to outpace inflation and to keep pace with the returns of a representative balanced portfolio.

Investment Strategy
Invested funds of the Foundation are divided into two basic categories: Operating and Endowed. The Operating accounts are invested with a strategy designed to optimize long-term growth, as well as provide for current income needs. The Endowed accounts are invested with a strategy designed to optimize current yielded income. Taken together, the accounts represent a comprehensive approach to investment that balances the need to preserve corpus with the weighted risks associated with pursuing growth.
 

Volunteer for the Foundation

If you are looking for a way to give back to the sisterhood you love, consider being a Foundation volunteer. We are looking for passionate Pi Phis who want to help ensure the future of our sisterhood. more

Tribute Gifts July 1 - September 30, 2016

In memory of Doris Siefarth Amort

Helen Proebstel Swanson

In memory of Patricia Hays Barnett

Cynthia Hazel Carter Bright
Sonia Phipps Brokaw
Carol McKinley Dudley
Nancy Holt Garver
Twyla Willey Kulp

In memory of Rita Bertucci

Barbara McReynolds LaMaster

In memory of Lisa Morrison Bogan

Alexis M. Coleman
South Fairfield County, CT Alumnae Club

In memory of Richard Bowman

Renee Ross Mercer

In memory of Helen Brooks Brashear

Ann Warmack Brookshire
Tyler, TX Alumnae Club

In memory of Brooke Elizabeth Briggs

Carol McKinley Dudley
Michele Robinson Gagliardi

In memory of Mary Lou Agnew Canaday

Palm Springs-Desert Cities, CA Alumnae Club

In memory of Arlene Mazzulla Christen

Barbara Davis Moore

In memory of Julia Ann Consalus

Fran DeSimone Becque
Diane M. Bielman
Lou Ann Montgomery Carter
Jan Kincaid Clifford
Amy Strickland Dreller
Jean Perry Eggerman
Julie McKittrick Engelbrecht
Maurine Hager Jones
Leisa Ebeling Lowrey
Betsy West McCune
Melissa Dates Schmidt
Emily Russell Tarr
Mary Loy Tatum
Carol Inge Warren
Hallee Winnie

In memory of Lou Ann Chase Daldrup

Klaire Kaufman Pirtle

In memory of Geneve Conaway DeLauer

Susan E. Lombardi

In memory of Jean Botsford Dillard

Cascade, OR Alumnae Club

In memory of Cayla Dimaano

Leisa Ebeling Lowrey

In memory of Patricia Thorpe Dolliver

Helen Hyde Harryman

In memory of Martha Bowman Ebeling

Fran DeSimone Becque
Diane M. Bielman
Jan Kincaid Clifford
Melissa Malone Colvin
Amy Strickland Dreller
Kathy Wager Ewing
Laura Judd Fulton
Alison Veit Heafitz
Barbara McReynolds LaMaster
Carolyn Pavletich Lesh
Patricia Baird Link
Betsy West McCune
Carol Inge Warren

In memory of Jeanne McClean Ehekircher

Marlene Brubaker

In memory of Pat Williams Farley

Jennifer Eaton Penland

In memory of Brittany Feldman

Kathy Wager Ewing

In memory of Gene Carr Fenley

John Fenley

In memory of Lois Crumbaker Frazier

Nancy Jo Lefferson Gass

In memory of David Geeting

Carol Inge Warren

In memory of Jeanne Fetter Greenhaw

William K. Greenhaw

In memory of Nancy Wilkinson Hawley

Sally Rowe Jones

In memory of Sarah Hodgdon Henson

Susan Crane Kyle

In memory of Sabrina Kelley

Alabama Beta Chapter of Pi Beta Phi

In memory of Betty Klein

Lynne Nordhoff

In memory of Christopher Lynn Lawson

Carolyn Lauren Banks

In memory of Jean Black Lelek

Edmund V. Lelek

In memory of Cynthia Jones Liebe

Sharon Gladwin Dalrymple
Leslie Willard Dunsworth
Pamela Sabeck Fitzgerald
Susan Cohenour Johnson
Becky Akin Larsen
Carol Sexton Paulk
Sally Minning Shoemaker
Christine Kajikawa Wilkinson

In memory of William Malone

Melissa Malone Colvin

In memory of James Mattioli

Debbie Sun Wang

In memory of Shirley Williams Nebergall

Judy Friend Strohm

In memory of Helen Dowell Powell

Julie Gempel Lindstrom

In memory of Marjorie Purnell

Carolyn Braselton Townsend

In memory of Lu Ann Browning Redman

Vanessa Ann Redman

In memory of Casey Hazel Rose

Lindsey Germono Glodt

In memory of Ellie Turnbull Sassano

MaryMargaret McDonough

In memory of Reece Schwing

Melissa Dates Schmidt

In memory of Marion Appleman Schwinn

Nancy Jo Lefferson Gass

In memory of Gloria Cloud Skade

Patricia Skade Rogers

In memory of Elizabeth Alexander Smith

North San Diego, CA Alumnae Club

In memory of Connie Hasabales Taylor

Sally Minning Shoemaker
Valley of the Moon, CA Alumnae Club

In memory of Emmett Trant

Carol Inge Warren

In memory of Gloria Larsen Wagner

Heather Wilson Miller
Marcia Perry Nix

In memory of Joan Hutchens Wanamaker

Cypress Creek-North West Houston, TX Alumnae Club

In memory of Suzanne Walker Weber

Susan Perry Brockway
Mary Chattin Saunders
Lucy Baker Warner

In memory of William F. Whittom

Fran DeSimone Becque
Leisa Ebeling Lowrey
Renee Ross Mercer
Emily Russell Tarr
Mary Loy Tatum

click here for complete list