2025 BOUND FOR EXCELLENCE
FISCAL YEAR
MISSION AND VALUES WHO WE ARE OUR MISSION SHARED VALUES
Since its founding in 1981, the Delta Tau Delta Educational Foundation has granted over $27,000,000 to the Fraternity and its chapters for educational and leadership training, scholarships and Shelter construction and improvements.
Our Mission is to raise, manage and grant funds for the benefit of the educational and leadership programs of Delta Tau Delta, its chapters, and members… so members fulfill the Delt Creed, live lives of excellence and thereby have a positive impact on society.
We believe in Delta Tau Delta as a life-long companion. We believe in Justice and in honoring that value in all our activities.
We believe in friendship, conscience, aspiration, self-restraint, opportunity, understanding and loyalty to guide us in our Fraternity and in all of life.
We see Delta Tau Delta as an abiding influence to help each member to do his work, fulfill his obligations and maintain his self-respect.
We believe that these values should imbue each member with the means to recognize his obligations to each other, to the Fraternity, to family and to all of mankind.
We share these values as essential to achieving the Mission.
TRUTH COURAGE FAITH POWER
THE DELTA TAU DELTA CREED
I BELIEVE in Delta Tau Delta for the education of youth and the inspiration of maturity so that I may better learn and live the truth.
I BELIEVE in Delta Tau Delta as a shrine of international brotherhood: her cornerstone friendship, her foundation conscience, her columns aspiration, her girders selfrestraint, her doorway opportunity, her windows understanding, her buttresses loyalty, her strength the everlasting arms.
I BELIEVE in Delta Tau Delta as an abiding influence to help me do my work, fulfill my obligations, maintain my self-respect, and bring about that happy life wherein I may more truly love my fellow men, serve my country, and obey my God.
LETTER FROM THE PRESIDENT
It provides me great pleasure to share with you the 2024-25 annual report of the Delta Tau Delta Educational Foundation. After almost 13 years with the Foundation, I am more deeply inspired now by our collective work and the transformational experiences that our great Fraternity is offering to young men all across our country.
This past fiscal year marked our second full year toward our joint strategic plan, one that charts a clear path to strengthen Delta Tau Delta and make our fraternal experience “Bound For Excellence.” Across the enterprise, we are making key investments that reflect our priorities as an organization, enabling our students to develop resilience and foster meaningful and healthy relationships that will last a lifetime. Knowing that the whole is greater than the sum of its parts, your investment along with the support of others helps Delta Tau Delta create innovative programming, scale our infrastructure for better impact and increase our capacity to deliver experiences that meet the needs of today’s Delt undergraduates and alumni. We are forever grateful for our thousands of alumni and undergraduates, countless parents, staff, friends and supporters who have entrusted us with the development of over 9,300 undergraduate men across nearly 130 Delt chapters. Through your generosity, you have set these men on a journey to navigate the future with confidence, leadership skills and friendship.
Within these pages you will discover the incredible work our team has accomplished in our COMPASS program. To scale and enhance our offerings, we have partnered with three organizations - the Bunnell Idea Group, LeaderShape, and Outward Bound - to offer first in class programming that delivers proven return on investment and offers us the option to scale in future years. Such an exciting time!
We invite you to explore our 2024-25 Annual Report and Honor Roll of Donors and learn what it means to be a fraternity man and even better yet, a Delt, today! As always, we would love to hear from you about your story and the impact Delta Tau Delta has had on your life and family.
Thank you for being a partner in our mission.
Steven K. Vedra | Butler University 2002 President, Delta Tau Delta Educational Foundation
FROM GIFT TO GROWTH YOUR IMPACT ON EXCELLENCE
Have you wondered how your contributions to the Delta Tau Delta Educational Foundation benefit undergraduate men at the local level? Funding is provided annually through grants, scholarships and fellowships to the Fraternity, local chapters and individuals. These dollars support educational programs and workshops, offset the costs of qualified educational expenses and underwrite attendance at developmental programs offered by Delta Tau Delta.
Much of our success can be attributed to your philanthropic investment in Delta Tau Delta. The proof is in the pudding, as they say… Research shows the stress of first-year students stems from a sense of loneliness. Fraternities provide firstyear students with a sense of community. They provide connection and friendship when students are often far from home and familiarity. Furthermore, fraternities offer a strong support system that can offer help and guidance when under stress, and studies show how students who join fraternities in their first semester show greater gains in growth, learning and development.
MEMBERSHIP IN FRATERNITIES HAS A DRAMATICALLY POSITIVE EFFECT ON PERSISTENCE TO GRADUATION.
On many campuses, the average GPA for IFC fraternity men is constantly above the all-men’s average. Fraternities are places for young men to develop into leaders, philanthropists and, most importantly, scholars. Research shows that nationwide fraternity/sorority students reported substantially higher levels of academic and social involvement.
FRATERNITY ORGANIZATIONS ARE FOCUSED ON ACADEMIC SUPPORT AND EXCELLENCE.
For every four women graduating from four-year colleges, there are only three men. Men are going to college less with less frequency than in the past, and not persisting to graduation at the same rates. Fraternities provide the academic support and connection that helps members reach the finish line.
FRATERNITIES TEACH MEMBERS THE IMPORTANCE OF CIVIC ENGAGEMENT.
College fraternities and sororities serve as the nation’s largest network of young volunteers. Nationwide, fraternity chapters raise more than $31 million annually and provide more than 3.5 million hours of service in their local communities.
At their core, fraternities are about brotherhood, personal development and providing a community of support. Brought to you by myFraternity and the North American Interfraternity Conference. Learn more about recent research findings using the QR code.
LEADERSHIP BEYOND THE CLASSROOM
As the needs of students continue to evolve, so too must the Fraternity’s educational programming. This era of constant stimulation from cell phone pings, answers being readily available at each student’s fingertips, and the constraints of lecture-style facilitations demanded that the Fraternity adjust its offerings to include meaningful, hands-on leadership development intentionally devoid of distraction. The Fraternity began to identify world-class, outside organizations specializing in experiential education to collaborate with in the 2024-2025 academic year. With a 60+ year track record of “empowering youth through outdoor education,” Outward Bound USA was selected as a partner to extend the Fraternity’s COMPASS menu of leadership development experiences.
Delts from around the US had the opportunity to apply to participate in one of the four inaugural expeditions: Utah Canyon Backpacking, Maine Coast Sailing, Blue Ridge Backpacking, or Green River Whitewater Rafting.
Before the Maine Coast Sailing expedition, students were tasked with completing a precourse survey. Outward Bound staff shared that data revealed our members displayed the strongest determination to complete the course and fully embrace the experience among all groups in recent years. At the end of each course, students were asked by Outward Bound staff to complete an anonymous survey rating their experience. For the question, “Would you recommend Outward Bound to someone you
know?” (0 is not at all likely and 10 is extremely likely), Delt participants generated an average score of 8.83. This score is higher than Outward Bound tends to see for its courses. Additionally, students gave a 100% response rate for Agreed or Strongly Agreed to the following statements:
• I am more aware of how to support those around me.
• I feel more connected to the people in my group.
• I have gained the confidence to try new things.
• I am excited to keep learning about myself and others.
This signals that Delt members are not only excited about the thought of participating in these experiential education expeditions, but they are also walking away from the experience feeling fulfilled from the curriculum and challenges, having their expectations met or exceeded.
Reflecting upon each student’s journey, words shared by Hudson Stuck (Sewanee, 1892) after leading the first successful ascent of the highest point in North America, Mount McKinley, came to mind: “I remember no day in my life so full of toil…and exhaustion, and yet so full of happiness and keen gratification.” That spirit of perseverance, challenge and fulfillment is precisely what the Outward Bound experience instills in our members.
During a Town Hall with attendees and Hudson Stuck Giving Circle donors, Maine Coast Sailing Expedition attendee Rafael Dantas (Chapman, 2026) shared a brief synopsis of his experience.
“If I had to narrow it down to three lessons I learned on my Outward Bound expedition, they would be embracing discomfort and facing it head-on, being a team player while pulling your weight and never taking anything for granted. When you are with a small group of people in a foreign, uncomfortable and challenging environment, the only way to get through it is to keep spirits high and make sure everyone contributes.
During the Maine expedition, there were days when we were sleep-deprived and completely exhausted. Since there was no way out, we made a unanimous decision to turn those difficult moments into something positive by choosing to laugh, smile and push through together. ‘Embracing the suck,’ as we used to say. The early wakeups, long days and cold mornings definitely took a toll on us during the first couple of days.
Later in the week, though, we realized this was our reality, and it was up to us to make the trip enjoyable. We had two choices: we could complain and make the situation worse, or we could focus on the good parts and find enjoyment in the challenge. There’s a quote I once heard that says, ‘You can either cry in the storm or dance in the rain,’ and I think that captures these expeditions perfectly. Growth only happens outside your comfort zone, so when you feel challenged and uncomfortable, that is how you know you are making progress. I have never heard of another fraternity offering a program that comes close to this.”
None of this would have been possible without the generosity of our donors. By believing in the mission of providing Delts with truly unique and transformative educational experiences, you have ensured that students can take part in Outward
Bound expeditions at little to no cost to them. To learn more about Outward Bound and the one-of-a-kind experiences our membership offers, visit delts.org/outward-bound.
ANSWERING THE CALL: THE HUDSON STUCK GIVING CIRCLE
The Hudson Stuck Giving Circle is reserved for loyal donors committed to the delivery of new and innovative experiential education programs. Giving circles are a means of bringing donors together in support of a common cause. Currently, the Hudson Stuck Giving Circle is focused on supporting the newly formed COMPASS + Outward Bound partnership. For decades, Outward Bound has offered program participants the opportunity to develop essential life skills such as resilience, self-awareness and conflict resolution while building confidence, teamwork and goal-setting abilities through adventure-based experiential learning.
Hudson Stuck (Sewanee, 1892) is best known for co-leading the first successful ascent of Mount Denali, the highest peak in North America, in 1913. Known for his leadership, Stuck’s first ascent of Denali remains a symbol of perseverance and a turning point in the history of exploration in North America.
Embodying Stuck’s commitment to bettering the lives of others, loyal Delts ensured that students would be able to attend this year’s selected COMPASS + Outward Bound Expeditions at no cost. The Delta Tau Delta Educational Foundation would like to extend its most sincere thank you to Perry L. Evans (South Dakota, 1986), William D. Felder (Westminster, 1980), William D. Felder Family Foundation, and Brian P. Murphy (Florida State, 2000) for being 2025 Expedition sponsors. We would also like to thank the following brothers for joining the Hudson Stuck Giving Circle as inaugural members and making contributions to ensure that COMPASS + Outward Bound remains accessible to students:
• John W. Broadnax (Sewanee, 1972)
• Ryan A. Estaris (Tulane, 2003)
• Noble F. Jackson (Bowling Green State, 1973)
• Jet H. Le (Quinnipiac, 2009)
• Andrew L. Letson (Virginia Tech, 2006)
• Robert T. Lincoln (Iowa State, 1971)
• Robert “Matt” Perkins (Butler, 2004)
Donors receive curated engagement experiences, including a virtual town hall with participants, a copy of Stuck’s biography, and access to an ongoing learning community. Without the support and generosity of these loyal Delts, the transformative and life-changing experiences created through the COMPASS + Outward Bound partnership would not be possible.
“I can’t stress enough how amazing of an opportunity this was. It truly changed my life, and I met some incredible people who I’ll be friends with for a very long time. I’m extremely grateful to Delta Tau Delta and the donors of the Hudson Stuck Giving Circle who made this a possibility.”
In August of 2025, the Foundation for Fraternal Excellence honored the Delt Foundation with the Award of Distinction for Best New Development Idea to celebrate the success of the Hudson Stuck Giving Circle supporting the transformative partnership with Outward Bound. The FFE shared reason for the Delt Foundation’s honor by stating,
“By fostering deep donor connections and pooling resources, this model broke from the traditional giving society structure and raised over $200,000 in just two months, securing the program’s launch. Funding 7-day Outward Bound leadership excursions for undergraduates, like sailing off the Maine Coast or backpacking in the Moab Desert, without cost to participants, these hands-on experiences replace long-retired flagship programs, filling a critical gap in their educational model.”
Because this program was fully funded by donor support—without relying on member dues— our undergraduates were able to step into lifechanging challenges that will stay with them far beyond college. Thank you for answering the call and investing in the growth of the next generation of leaders. To learn more about this initiative or to support future expeditions, please visit delts.org/stuck-circle.
VISIONARIES WHO LEAD THE WAY: TOP SUPPORTERS IN 2025
Each year, members of Delta Tau Delta and friends of the Fraternity and Foundation support the programs, initiatives and resources that enhance educational and personal development of our brothers. The individuals listed below represent the top donors of fiscal year 2025, based on lifetime giving. Please join us in congratulating all our donors who make a significant difference in helping us accomplish our mission. Please use the QR code below to review the entire 2025 Honor Roll of Donors.
W. Walker Alexander III - Georgia Southern University, 1996
Robert W. Archer - Illinois Institute of Technology, 1960
John G. Baar - Sewanee: The University of The South, 1975
Todd M. Baker - Oklahoma State University, 1979
David R. Barnes - University of Oklahoma, 1986
W. M. Becker - West Virginia University, 1974
Christopher C. Beem - The Ohio State University, 1987
William A. Boettger - University of Colorado Boulder, 1958
Alan G. Brackett - Tulane University, 1982
Joshua A. Bradley - Illinois Institute of Technology, 2011
Dennis A. Brawford - University of Washington, 1961
Millard B. Byrne - The Ohio State University, 1966
Thomas F. Calhoon II - The Ohio State University, 1970
James Carson - Oklahoma State University, 1973
Robert F. Charles Jr. - Wabash College, 1959
J. Coley Clark - University of Texas at Austin, 1968
John R. Critchfield – Friend of the Foundation
Christopher P. Crutchfield - University of Missouri, 1996
James Daley - Ohio University, 1963
Jody B. Danneman - University of Georgia, 1988
Steven B. Dillaway - University of Washington, 1967
Donald L. Dillingham - University of Oklahoma, 1984
John N. DiNapoli - The George Washington University, 2010
F. Russell Douglass Jr - University of Texas at Austin, 1981
Daniel Dungan - Texas Tech University, 1979
Nicky J. Dungey - Missouri University of Science and Technology, 1981
Joseph E. Eastin - Oklahoma State University, 1992
Mark E. English - DePauw University, 1964
Gregory D. Ethridge - University of Texas at Austin, 2000
Perry L. Evans - University of South Dakota, 1986
Walter C. Evans - University of Pennsylvania, 1970
William D. Felder - Westminster College, 1980
William D. Felder Family Foundation
Kenneth A. File - Kansas State University, 1981
William P. Frisbie II - University of Texas at Austin, 1984
Patrick Fuscoe - University of Southern California, 1972
John W. Gleeson - University of Illinois at UrbanaChampaign, 1968
Lee Grace - Western Kentucky University, 1984
Norris B. Green Jr - Texas Tech University, 1960
Brian C. Hamilton - University of Nebraska-Lincoln, 1972
David B. Hammon - Missouri University of Science and Technology, 2002
Kent R. Hance - Texas Tech University, 1965
Jeffry L. Henning - Iowa State University, 1971
Thomas W. Hill - Syracuse University, 1968
Richard W. Holmes - University of Cincinnati, 1964
W. James Host - University of Kentucky, 1959
Orval E. Jacobsen Jr - Purdue University, 1965
Rory R. Jones JD - University of Idaho, 1978
Jerome R. Kerkman - Lawrence University, 1979
Kenneth J. Kies - Ohio University, 1974
Stephen E. Kimpel - University of Cincinnati, 1990
Robert J. Maneson - University of Arizona, 2002
Patrick C. Martin - University of Cincinnati, 1970
Michael L. McCluggage - Ohio Wesleyan University, 1969
Brian P. Murphy - Florida State University, 2000
Mark W. Nichols - Kansas State University, 1991
Rosario A. Palmieri - American University, 1999
Neal H. Paul - University of Missouri, 1971
Philip C. Pauze - Auburn University, 1963
Bruce L. Peterson - University of WisconsinMilwaukee, 1975
Travis O. Rockey - University of Florida, 1973
Charles E. Safris - Iowa State University, 1963
Charles L. Sherman - University of Oklahoma, 1974
Wayne A. Sinclair - West Virginia University, 1968
Alan Steinberg - University of Missouri, 1961
Keith J. Steiner - Allegheny College, 1973
Daniel C. Stith CFP - Oklahoma State University, 1978
Steven H. Stodghill - University of Texas at Austin, 1983
Eugene C. Thompson - The Ohio State University, 1970
E. Peter Urbanowicz Jr - Tulane University, 1985
Gene L. VanCuren - Duke University, 1958
Steve K. Vedra - Butler University, 2002
Vaughn O. Vennerberg II - Oklahoma State University, 1976
Arthur J. vonWerssowetz III - University of Tennessee-Knoxville, 2005
Justin A. Williamson - Southeastern Louisiana University, 2015
James C. Wisbrock - University of Missouri, 1997
Frank C. Woodside III - The Ohio State University, 1966
AT THE INTERSECTION OF OPPORTUNITY AND EXCELLENCE: REFLECTIONS FROM SCHOLARSHIP RECIPIENTS
Through your support, scholarship recipients were able to pursue their education with greater confidence and peace of mind this year. Beyond financial assistance, these scholarships served as a powerful affirmation of each student’s potential. Hear from four Delt scholarship recipients below as they share the impact your generosity has had on their lives.
CHANDLER PETTIS
Sewanee, 2027
File Scholarship for Undergraduate Excellence
“Through this Fraternity, I have learned the importance of community service, philanthropy, and leadership, while also building some of the most rewarding relationships of my life. I have had excellent guidance from our chapter advisor and our chapter consultant that I hope to take with me throughout my professional life, to make me more prepared and qualified in whatever I do. I am thrilled that my efforts for academic excellence are being recognized, something that is only possible due to your selfless commitments and donations.”
BENJAMIN BORN
Moravian, 2026
Todd R. Watson Memorial Scholarship
“Receiving the Todd R. Watson Memorial Scholarship is not only a financial blessing but also an emotional encouragement. Knowing that others believe in my potential and are willing to invest in my future is incredibly motivating. It reminds me of the importance of giving back and supporting others—a value I know is exemplified by Delta Tau Delta. I aspire to follow that example in my own career by being a teacher who empowers students and actively participates in my community.”
EVAN LANOUE
Clemson, 2028
Charles T. Boyd Scholarship
“One of the main reasons I chose to join this Fraternity specifically was because of the incredible alumni network, continued brotherhood beyond college, and lifelong commitment. I hope that as I go through my career and my life, I will also be able to give back to Delts through these scholarships to provide others with the same incredible blessing I have received.”
RYAN LYSLE
Wisconsin - Madison, 2027
Forsinger Scholarship
“Your support of the Forsinger Scholarship isn’t just an investment in one student; it’s a ripple effect. It allows me to continue giving back to my chapter and helping others grow, just as I’ve been fortunate to grow through the generosity of alumni like you. I’m inspired by your commitment to the Fraternity and hope to one day be able to give back to our brothers as you have.”
BOUND EXCELLENCEFOR : CATALYST 2025 VOLUNTEERSEMPOWERS TO LEAD WITH PURPOSE
Biennially, Delta Tau Delta gathers its most dedicated and passionate volunteers for Catalyst, the Fraternity’s premier volunteer summit. This year, Catalyst 2025 brought brothers together in Memphis, Tennessee, a city rich in history and heart, to explore what it truly means to live and lead with intention. Volunteers traveled from across North America, representing a wide range of experiences from those with 50 years of service to those just beginning their journey. No matter the stage, each participant arrived ready to grow not only as a volunteer, but as a leader, mentor and individual. The core moments of the weekend were powerful conversations facilitated by DMB Coaching, centered around the DELT framework—Decide, Evaluate, Learn and Transform. In both large group sessions and smaller breakout discussions, volunteers were challenged to reflect deeply on their roles, assess their impact, and move forward with clarity and purpose. Attendees weren’t just learning how to be better volunteers, they were exploring how to create meaningful changes in their personal and professional lives as well.
“I felt this event made a significant impact on my life. It is easy as volunteers to get into a rut as we try to give back to our community. This helped with my life balance!”
One of the most impactful moments of Catalyst was a visit to the National Civil Rights Museum. Volunteers walked through immersive exhibits that told the difficult but essential story of slavery, segregation and the fight for civil rights in America. Participants reflected on the strength and sacrifice of those who came before them, standing in the very place where Dr. Martin Luther King Jr. spent his final moments.
“The National Civil Rights Museum was life changing. It was the best museum I have ever attended, and I hope every person gets to attend.”
This experience served as a powerful reminder that our volunteers can live with courage, justice and commitment to something greater than themselves.
Catalyst 2025 also deepened our connection to Breakthrough T1D, Delta Tau Delta’s national philanthropic partner. Anthony Rauseo, Associate National Director of Corporate Development, shared the life-changing impact that volunteers and donors have made in the fight against Type 1 diabetes.
Volunteers also heard from Dr. Jennifer Saxon, Executive Associate Athletics Director/Senior Woman Administrator at the University of Mississippi, who delivered an inspiring message on the power of mentoring and volunteerism. Her words reinforced the reality that the actions of our volunteers today are shaping the future of Delta Tau Delta and the communities they serve.
Beyond the sessions and speakers, Catalyst was a space for connection, reflection and recharging the spirit.
“ Being able to spend quality time with fellow volunteers, discuss roles, concerns and recharge the ‘Delt batteries.’”
“ Taking more personal time to reflect on my volunteer role and how it fits in with my family and life overall.”
Whether walking through historical exhibits, engaging in transformative dialogue, or simply sharing a meal with brothers, the weekend reminded us why we serve and how powerful that service can be.
Catalyst 2025 was more than a summit; it was a springboard for transformation. Our volunteers left Memphis inspired, united and truly bound for excellence. As we move forward, our volunteers carry with them not just new tools and strategies, but a renewed commitment to lead lives of purpose, integrity and brotherhood.
EXCELLENCE IN MOTION: THE PHILANTHROPIC LEADERS BEHIND THE MISSION
Excellence is never static, it is built, strengthened and propelled forward by those who believe deeply in what is possible. At the heart of our mission are philanthropic leaders whose generosity does more than support our work; it moves it. Their vision transforms ambition into action, fueling innovation, expanding opportunity and ensuring that excellence remains not just a goal, but a living, evolving pursuit.
Bound by a shared commitment to impact, the donors featured are catalysts for progress. Their leadership and investment shape our future through membership in one of our giving societies.
ROBERT MORGAN (Minnesota, 1972)
Entrepreneur and Businessman
Bethany Society
“Becoming a Delt and living with my brothers taught me the value of friendships and relationship building, and most importantly, how to become a mature, responsible citizen.”
In 1974, Brother Morgan and more than a dozen other brothers started an investment club that quickly became a vehicle for keeping in touch. Now, 50 years later, 13 of the men still get together on a more social basis. Thanks to Delta Tau Delta, Morgan has been able to lead a successful life, not just professionally or financially, but by stewarding his wealth and service to others –something for which the Fraternity has provided a foundation.
“Giving back to the Delt Foundation offers a view into what the Fraternity is doing for young men throughout the country – today’s generation is facing much different challenges, and Delt plays a vital role in shaping the morals and ideals for young men to carry throughout their lives.”
MATTHEW D. GREAVES (Westminster, 2010)
Orthodontist
Delta Alpha Kappa Society
Q: What Delt experience made you decide to financially give back?
A: “I completed my residency at the University of Minnesota and was able to be involved with the Beta Eta Chapter. That connection then led me to volunteer at the new member education program, Ignite. There, I truly experienced the Fraternity on the national scale instead of just the chapter level. The ability to interact with so many Delts from different backgrounds and experiences made me see the true impact of the Fraternity and I knew I wanted to financially be a part of it.”
Q: Why is supporting the Delt Foundation necessary?
A: “It’s important that our undergraduate members recognize there are alumni who care about their success and want them to have the best possible experience that they can have. Going through that phase of life and knowing there are people who’ve been in your shoes and now want to make an impact on your journey and grant access to a multitude of possibilities is a powerful thing.”
MICHAEL R. MANN (Central Florida, 1989)
Senior Vice President, Topgolf Order of the C—
Joining the Order of the C—nearly four decades after graduating, Brother Mann recognizes that donors play a crucial role in the overall Delt experience – to help bolster awareness for the Fraternity as a whole. As a proud philanthropist, Mann diligently selects organizations, like the Delt Foundation, that help its members grow and expand their horizons.
Mann served as a volunteer during the 2025 Presidents Excellence Institute and was grateful for the opportunity to form relationships with today’s generation of Delts and experience first-hand how his gifts make an impact. He emphasized, “I was very impressed with the group of young men and the visions they had for their chapters. It was encouraging to see how quickly they all bonded and the high level of talent and knowledge each man held. I’m proud to know what I’m able to financially contribute is being put to good use.”
RYAN A. ESTARIS (Tulane, 2003)
Doctor Heritage Society
Ryan A. Estaris joined the Heritage Society in 2021 after many years of dedicated support as a donor and volunteer. Rooted in his enduring connection to Delt and shaped by his undergraduate experience, Ryan’s commitment reflects his passion for giving back and securing a strong future for those who will follow in his footsteps.
“My Delt experience didn’t just shape my college years, becoming a Delt shaped who I am today. These lifelong experiences and values inspired me to make planned gifts. I want the next generation to walk in a shelter, build similar friendships, and grow in the same brotherhood.
By giving, I would like to honor where I came from and invest in where we are going. This can help ensure our values, our brotherhood, and our support for young Delt men will endure more than in a single lifetime. I am very appreciative of the many that preceded me, and I want to be thoughtful of the many that follow.”
ADAM KERKEMEYER
(Case Western Reserve, 2026) Crescent Society
Q: “What inspired you to make a gift to the Foundation this year?”
A: I chose to donate to the Foundation because I have personally experienced the transformative impact it has on undergraduate members. Programs like PresX, Emerge, and Compass have all helped to develop me as a leader at crucial points in my journey as a Delt and prepared me to be a future leader outside of college. Supporting these programs is therefore a meaningful way to give back and provide the same opportunities to future Delta Tau Delta leaders.
Q: “How do you hope your gift will support future Delts or strengthen their Fraternity experience?”
A: I hope my gift will afford future Delts the opportunity to meet chapters from around the country and develop educational programs and leadership training that all undergraduate members can take advantage of.
RUSTY WILLIAMS
(Texas A&M, 2028)
Parent of Grant Williams
“Grant loves being a Delt. His fraternity brothers at Texas A&M are like true brothers to him, and they all have built a strong bond with each other because of the Fraternity. Delta Tau Delta and its members make me more positive about the future of our country.”
Rusty Williams made his first donation to the Delt Foundation during the Spring of 2025. Each year, Delt parents make up a significant portion of our donor base and consistently rank among one of the largest donor groups during our annual Delt Day of Giving. We are grateful to our Delt parents for raising men of excellence and further believing in the mission of Delta Tau Delta.
The Delt Foundation’s donor recognition program exists to honor and thank our loyal and generous alumni, parents and friends who have invested in our collective future.
Your investment in Delta Tau Delta Fraternity creates the margin of excellence that propels our undergraduates towards success and enables us to operate from a position of strength.
As a donor, you help build our future and enhance our impact in so many ways. By supporting the Foundation, you will enrich the relationship between our Fraternity and its members. From leadership training and mentoring to character education and community service, Delta Tau Delta makes a difference in all of our lives.
Interested in learning more about each donor society and making your mark on Delta Tau Delta? Visit delts.org/join-a-donor-recognition-society.
FOR GENERATIONS TO COME
DR. MICHAEL D. SHONROCK
Western Illinois, 1979
As Chairman of the Educational Foundation, Dr. Michael D. Shonrock (Western Illinois, 1979) has provided his time, talent and treasure for the betterment of Delta Tau Delta. Making his first gift to the Delt Foundation in 1983, just a few years after its inception, he is the prime example of what it means to be a lifelong champion for the royal purple, gold and white.
Now planning for his future, the Chairman has ensured all aspects of his family will be cared for – both blood relatives and his Delt brothers. More than 40 years after making his first gift, Brother Shonrock has committed a $1 million estate gift to provide for Delta Tau Delta and continue crafting his legacy for countless generations to come.
“When you join Delta Tau Delta, you must remember you are expanding your family. My wife and I knew making this planned gift was the right thing to do because this Fraternity has been such an important part of both of our lives for so long.”
Delta Tau Delta is proud to be a pipeline for fostering relationships – both new and old – within our membership. Whether that be reconnecting with a brother after decades or establishing a connection within the first days of membership, Shonrock emphasizes the importance of recruiting values-based, outstanding men throughout all stages of the Fraternity.
In his role as Chairman, Shonrock acknowledges his responsibility to “lead from the balcony” and embrace changes that come his way, while adjusting accordingly. Having celebrated the Foundation’s largest capital campaign in the organization’s history under his watch, this Western Illinois Delt is confident the Fraternity and Foundation are bound for excellence, paving the way for generations to come.
“Especially now, the college experience is ever changing, but there remains the same constant desire for what fraternities offer – relationships. I’m excited to see what that will look like in 10-20 years, but you have to ask yourself, ‘What can I do to enhance those possibilities and experiences and propel Delta Tau Delta forward?’”
By including the Delt Foundation in his estate plans, Dr. Shonrock is ensuring that his second family, Delta Tau Delta, will be impacted by his generosity for years to come. Decades of undergraduates and alumni will be granted access to transformative, one-of-a-kind educational and leadership opportunities thanks to his future commitments and plans.
“The lifeblood of our Fraternity is our membership, and that is something we must continue to build upon to sustain what we do. It is imperative that we continue to invest in the future of Delta Tau Delta for the betterment of our men.”
To follow in Brother Shonrock’s noble footsteps and include the Delt Foundation in your estate plans, visit delts.org/planned-giving.
DRIVEN BY DATA GUIDED BY DELT
Nick Pidgeon, Director of Enterprise Technology (South Florida, 2019)
At the Delt Foundation, we have a simple mission: to raise, manage and grant funds for the benefit of the educational and leadership programs of the Fraternity, its chapters, and its members, so that current and future generations of Delts can have meaningful experiences and go on to lead lives of excellence.
But with an alumni base nearly 150,000 strong, how do we make sure we’re connecting intentionally? In a world full of noise and distraction, we want to be good stewards of our resources, and good stewards of your time and attention. The one-size-fits-all approach doesn’t work with an organization as large as ours, and so we continue to push beyond that strategy.
It all starts with listening. Earlier this year, Delta Tau Delta participated in the fourth Foundation for Fraternal Excellence Alumni and Donor Engagement survey conducted by Cygnus Research, along with 50 other Greek organizations. Over 1,100 Delts provided candid feedback on topics including perception and awareness of fraternal fundraising, alumni engagement and barriers to connection, communication preferences relating to fundraising, and more. The insights you shared are invaluable; they tell us directly what you care about, how you want to engage with the Fraternity and Foundation, and what parts of the Delt journey resonate most.
We’ve also implemented smarter tools over the past fiscal year, including Dataro’s predictive AI for fundraising. Dataro uses machine learning to analyze our donor data against a massive set of reference data from other non-profit organizations, empowering the Foundation team with powerful insights and allowing us to focus our efforts on building real relationships, not just sending mass mailings.
As we shift more areas of operation toward a data-driven approach, we ensure that more of every dollar goes to where it’s needed most: funding scholarships, supporting personal and professional development opportunities for our members, and ensuring that Delta Tau Delta continues to set an example of excellence in the fraternal world.
STATEMENT OF FINANCIAL POSITION JULY 31, 2025 AND 2024
Assets
Cash and cash equivalents
Prepaid expenses and other assets
Due from Delta Tau Delta Fraternity
Other receivable, net
Contributions receivable, net
Loans receivable, net
Cash surrender value of life insurance policies
Investments
Reinsured annuity contracts
Property and equipment
Total assets
Liabilities
Accounts payable
Due to Delta Tau Delta Fraternity
Other accrued expenses
Reinsured annuity liability
Annuity liability
Total liabilities
Net Assets Without
Total
$31,450,256 2024 $ 2,268,815 63,752
1,795,982 459,842 106,483 22,310,188 276,003 1,724,929 $ 29,337,074 $ 21,71375,988 276,003 103,081 $ 476,785 2,995,676 25,864,613 28,860,289 $ 29,337,074
OVERVIEW
Investment direction of the Foundation’s assets is provided by UBS Financial Services, Inc. with input by the Investment Committee and approval of the Foundation’s Finance Committee. UBS utilizes a dynamic asset allocation strategy to manage the Delta Tau Delta Educational Foundation portfolio. This strategy systematically and dynamically manages equity risk within the portfolio by effectively combining UBS wealth management’s fundamental and quantitative research teams’ guidance. Rather than simply setting a target allocation and rebalancing back to those allocations independent of market shifts, the UBS approach will dynamically shift the overall allocation between growth and safe assets to better reflect market opportunities and risks. The shifts are done within the asset allocation guidelines outlined within the Foundation’s investment policy statement. This dynamic approach not only produces superior performance over full market cycles but also better reflects the non-profit’s “in perpetuity” time horizon. The table below details the Foundation’s current allocations.
ADDITIONAL INVESTMENTS
The Delta Tau Delta Educational Foundation no longer holds Alternative Investments. All invested assets are now managed through our relationship with UBS.
INVESTMENT PHILOSOPHY
Through reasonable care, skill and due diligence, the investment strategy of the Delta Tau Delta Educational Foundation is focused on optimizing long-term performance while achieving a moderate risk level. The long-term goal is to generate a 4% real return in excess of the Consumer Price Index.
The Delta Tau Delta Educational Foundation’s Investment Policy looks to the Uniform Prudent Management of Institutional Funds Act for guidance. It also looks for guidance from the Investment Management Code of Conduct for Endowments, Foundations and Charitable Organizations.
STRENGTHENING LEADERSHIP AT THE FOUNDATION
Jeffrey J. Burns (Illinois State, 2000) is a Partner in KPMG’s Chicago office Business Tax Services Practice. Jeff works with multinational corporations in multiple industries, serving as a lead tax partner and providing partner oversight on tax reporting and compliance projects; large-scale restructuring and legal entity rationalization projects; and U.S. tax provision preparation and support services. He brings over 25 years of experience and has assisted companies in using tax and operational functions as tools to increase after-tax free cash flow which results in a decreased effective cost of capital, increased cash available to re-invest in the business, and convert below-the-line tax savings into above-the-line revenue growth.
JEFF BURNS
“I’m excited to bring not only a background of accounting and business knowledge to my role, but also my passion for the Fraternity and helping our younger brothers find success in their post-collegiate journey.”
Jeff serves as a lead for various topics including global tax reform and has published in the Chicago Business Journal and was featured on Tax Analysts Taxing Issues webcast, which covered an in-depth analysis of Pillar Two, the component of the OECD’s global tax reform that establishes a 15% minimum effective tax rate for large multinational enterprises. Jeff is a frequent speaker at industry events, such as The Chicago Tax Club, Chicago Bank Tax Day, KPMG Chicago Bank Tax Roundtable, and internal KPMG events.
His prior board experience includes serving as a board member for the American Heart Association Heart Walk Challenge Board and is currently a board member for the Big Brothers Big Sisters of Metropolitan Chicago.
Jeff resides in Naperville, Illinois, and has been married to his wife Stacey for 26 years. He and Stacey have two daughters, Madison (University of Kentucky alumna) and Hannah (North Central College alumna).
Earlier this year, the Delta Tau Delta Educational Foundation Board welcomed two new faces as directors. JEFFREY J. BURNS (Illinois State, 2000) and MARK R. ASCHLIMAN (Lawrence, 1976) assumed their roles for the betterment of Delta Tau Delta and were supportive during the joint Arch Chapter and Educational Foundation Board meeting in May 2025.
Mark R. Aschliman, MD (Lawrence, 1976) serves as a director of the Delta Tau Delta Educational Foundation.
Born in Chicago, he grew up in the city, suburbs and on a farm in Indiana. He earned his bachelor’s degree with summa cum laude honors from Lawrence University and his MD from the Pritzker School of Medicine at the University of Chicago. After an internship in surgery at the University of Rochester, he completed his orthopaedic residency at the University of Chicago and a fellowship in sports medicine in Dallas.
Dr. Aschliman retired after 30 years of practice in Milwaukee, Wis., where he served as a clinical instructor in orthopaedics at the Medical College of Wisconsin and partner at Orthopaedic Consultants. He is currently a director of the Geneva Lake Conservancy and the Peter Stathas Dance Troupe, and he has previously served on the boards of the Wisconsin Medical Society, the Milwaukee County Medical Society, the Geneva Lake Water Safety Patrol and St. Monica Parish Council.
“Delta Tau Delta has been one of the best parts of my life. Serving on the Educational Foundation Board is a chance to give back and help future brothers share in the same life-changing experiences.”
Mark and his wife are blessed with four children and three grandchildren. Their time is spent on Geneva Lake in Wisconsin, in Naples, Florida, and traveling. He enjoys being with his family, upland and waterfowl hunting, golf, boating and gathering with his Delta Nu brothers.
Chairman of the Educational Foundation, Dr. Michael D. Shonrock (Western Illinois, 1979), issued his appraisal by stating, “I am confident in the experience, knowledge and support that Brother Aschliman and Brother Burns will provide to the Foundation and our membership as a whole. Their expertise will create a difference in our organization for years to come.”
MARK ASCHLIMAN
Greetings!
It is hard to believe we are already looking back at the 2025 fiscal year. Reflecting on the past year, I am in awe of the immense power of belonging.
This Fraternity, our Fraternity, is more than just a membership organization. It’s a place where people come together to grow, lead and thrive through shared experiences and the bonds of brotherhood. Whether you joined Delt to expand your social network, build your professional skills, connect with like-minded men, or take the next step in your leadership journey you belong here.
That sense of belonging is what continues to drive our collective success. It was a BIG year for Delt; from the launch of adventure-based experiential education through our partnership with Outward Bound to dynamic workshops and hands-on leadership training, donors like you answered the call to advance Delta Tau Delta. We witnessed the powerful outcomes that can only happen when people invest in themselves and each other. Because of your generosity, our members reported greater confidence in their transferable skillsets and applied newly honed leadership skills in their chapters, on campus and beyond.
Because of you, we are bound for excellence!
Whether you realize it or not, every program, resource and initiative the Delt Foundation supports contains a piece of you. Without you, these transformations would not be possible. Your energy, your time, your passion and your financial commitment ensure Delt remains vibrant and impactful today and far into the future. Together, we’ve created a launchpad for personal and professional growth rooted in belonging.
I offer you my sincere thanks for showing up, for stepping up, and for continuing to build something meaningful with us. We are proud of what we’ve accomplished this year and even more excited for what’s ahead. Join me as we look back at the 2025 fiscal year.
Fraternally and gratefully,
Dr. Michael D. Shonrock (Western Illinois, 1979) Chairman of the Board
CHAIRMAN
Michael D. Shonrock
Western Illinois University, 1979
DIRECTORS
Anthony J. Albanese
American University, 1996
Mark R. Aschliman
Lawrence University, 1976
Eric J. Buss University of Wisconsin – Madison, 1990
Jeffrey J. Burns Illinois State University, 2000
Timothy P. Cullen
Tulane University, 2009
Daniel A. Dungan
Texas Tech University, 1979
Gregory D. Ethridge
University of Texas – Austin, 2000
John W. Gleeson* University of Illinois, 1968
Kent R. Hance
Texas Tech University, 1965
Jeffry L. Henning
Iowa State University, 1971
Rory R. Jones
University of Idaho, 1978
Gregory N. Kazarian University of Illinois, 1984
Jerry R. Kerkman
Lawrence University, 1979
William V. “Bill” McMeans** University of Texas – Austin, 1980
P. Chris Mickel Ball State University, 1995
Bruce L. Peterson
University of Wisconsin – Milwaukee, 1975
Alexander R. Schriver
Auburn University, 2010
Scott M. Sinner
University of North Dakota, 2000
Daniel C. Stith
Oklahoma State University, 1978
J. Chris Wisbrock University of Missouri, 1999
LIFE DIRECTORS
Murray M. Blackwelder Baker University, 1969
John A. Brock
University of Oklahoma, 1953
Dennis A. Brawford University of Washington, 1961
Thomas F. Calhoon, II Ohio State University, 1970
Robert F. Charles, Jr. Wabash College, 1959
Daniel L. Earley University of Cincinnati, 1965
W. James Host University of Kentucky, 1959
David B. Hughes Ohio Wesleyan University, 1961
Keith J. Steiner Allegheny College, 1973
FOUNDATION STAFF
Steve K. Vedra
President
Tony E. Vukusich Chief Experience Officer
Nicholas R. Zuniga Chief Administrative Officer
Pamela Eicher Executive Assistant
Zane Glotzbach Assistant Director of Advancement Operations
Andrew M. Krawczyk Assistant Director of Advancement
Nicholas T. Pidgeon Director of Technology
Paul F. Schmidt Director of Major Gifts
Peyton J. Norris
Assistant Director of Marketing & Communications
EXCELLENCE RECOGNIZED
The Delta Tau Delta Fraternity and Educational Foundation is proud to announce that it has been honored with four awards recognizing excellence in executing its mission and vision. These awards underscore our commitment to member engagement, mission critical fundraising and effective communication. They were conferred by the Fraternity Communications Association and the Foundation for Fraternal Excellence at their respective annual meetings. Please join us in celebrating these milestone achievements!
The Fraternity and Educational Foundation received the following awards:
FOUNDATION FOR FRATERNAL EXCELLENCE
The Foundation for Fraternal Excellence recognized the Delta Tau Delta Educational Foundation with an Award of Distinction for the Best New Development Idea honoring the success of the newly minted Hudson Stuck Giving Circle. The FFE awards program provides the fraternal foundation community an annual opportunity to recognize organizations excelling and innovating in a particular area.
Fraternal foundations are often known as the “heart” of our organizations and provide financial support to a variety of philanthropic causes as well as their collegiate and alumni members/ local communities. It is an important responsibility of the FFE to recognize the critical role fraternal foundations play and the excellent work produced by our organizations.
FRATERNITY COMMUNICATIONS ASSOCIATION
1st Place for Best Video Presentation (Short Video)
What Future Are You Forging: This award recognizes outstanding achievement in short-form video production on a topic relevant to a defined audience. It honors entries that demonstrate excellence in video and audio quality, effective organization and concise storytelling and a high level of creativity and originality. The award celebrates compelling content that engages and informs viewers while remaining highly relevant to its intended audience in a condensed format.
2nd Place for Best Video Production (Long Video)
Find Yourself at COMPASS: This honor recognizes outstanding achievement in long-form video production on a topic relevant to a defined audience. It honors entries demonstrating excellence in video and audio quality, effective organization and concise storytelling, and a high level of creativity and originality. The award celebrates compelling content that engages and informs viewers while remaining highly relevant to its intended audience.
3rd Place for Best Annual Report
Foundation Year in Review, Forging the Future: This recognition celebrates outstanding achievement in effectively communicating complex information through a combination of informative, wellorganized content and engaging, visually compelling design. Judged on the organization and relevance of content, the attractiveness and impact of the report’s design, and the quality and consistency of its writing, the honor reflects Delta Tau Delta’s commitment to transparency, creativity, and audience engagement.
A CALL TO RECOGNIZE EXCELLENCE
The Delta Tau Delta Educational Foundation seeks nominations for the recognitions detailed below. Recipients will be formally announced in The Rainbow and recognized at the 2026 Phoenix Karnea. Please take a moment to nominate a worthy Delt!
Norval & Diane Stephens
Outstanding Philanthropist
This recognition is presented to an individual or family with a proven record of exceptional generosity to Delta Tau Delta, who, through direct financial support, has demonstrated outstanding fraternal and charitable responsibility and whose generosity encourages others to give back to Delta Tau Delta.
Outstanding Foundation Volunteer
The volunteer must exhibit exceptional leadership skills and devotion to advancing the mission of the Delta Tau Delta Educational Foundation. The volunteer should have gone above and beyond in their capacity and demonstrated an uncommon commitment to Delta Tau Delta.
Outstanding Young Philanthropist
This recognition is presented to an alumnus of the last decade who has shown outstanding commitment to supporting the Foundation through contributions of time, talent, and treasure and who inspires others to do the same.
Submissions received prior to March 31, 2026 will be considered for the honor. To learn more about these awards and nominate a worthy individual, visit delts.org/foundation-awards.
