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Pi Beta Phi Foundation

Pi Beta Phi Foundation

Create an Educational Area Grant Program Agreement

Resource Now Available for Chapter House Corporations!

Click here to download "A Guide to Fundraising for Housing" for Chapter House Corporations.  This resource provides tips and best practices for successful fundraising, explains tax law and Pi Phi guidelines, and offers recommended reading and additional resources. Questions about this guide? Contact Jenny Miller Pratt, Development Director.

What is an EAGP?

An Educational Area Grant Program (EAGP) agreement is a mechanism allowing Pi Beta Phi Foundation to be the conduit for charitable gifts in support of a Chapter House Corporation (CHC) capital campaign or project. 

Why would we want to do an EAGP?

Before the EAGP concept was developed, the only means of soliciting charitable dollars for a chapter house’s capital project was to partner with and channel charitable gifts through the university. 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.

Will we still need fundraising counsel?

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 a number of steps, but basically they follow this order:

  1. Gather necessary documentation, which includes detailed architectural plans, a budget and a letter of support from the university;
  2. Get a qualified opinion on the educational percentage of the project;
  3. Submit to Pi Beta Phi Foundation Board of Trustees for acceptance;
  4. Sign an EAGP agreement with the Foundation;
  5. Fundraise;
  6. Submit expenses for reimbursement.

What does the EAGP agreement say?

Basically the agreement lays out the legal limitations of the EAGP partnership. In order 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 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 cost structure in place in order to be flexible in meeting the needs of your project:

  • 2% baseline fee for EAGP program administration of funds and gift acknowledgement processing (no recurring credit card or pledge payment support);
  • (Optional) 2% additional fee to administer recurring credit card gifts and pledge administration;
  • (Optional) 4% minimum additional fee to provide campaign counsel and advice, including direct mail and print materials development. 

Fees are charged against gifts and pledges received. Final EAGP costs are detailed and mutually agreed upon in the finished EAGP agreement that is executed.

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?

In 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 and Pi Beta Phi Foundation can be an effective and useful tool to raise charitable gifts to support your 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 Jenny Miller Pratt, Development Director.

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

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