Vision, Mission, and Strategic Plan

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 sufficient 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 exceed annual operating expenses by June 30, 2027.
3. The Foundation will grow the Lexington Leadership Institute endowment to provide funding for at least 80 participants by December 31, 2026.
4. The Foundation will provide an annual grant funding pay-out advisory to the Fraternity, annually by March 31.
5. The Foundation will define metrics and timelines for reporting on specific campaigns and endowments on an annual basis as part of the annual meeting.
6. The Foundation will review its restricted account program and complete implementation of any applicable revisions by December 31, 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 raise sufficient funds and confirm the timeline for execution of the Master Plan for the Robert A. McCully Memorial Archives, Margaret C. Davis Home, and Headquarters renovation by December 31, 2025.
2. The Foundation will increase Omega Society membership to 120 by June 30, 2027.

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 continually work with the Fraternity to ensure appropriate alignment of priorities.
3. The Foundation will implement its committee structure to support its strategic plan and governance model by December 31, 2025. 
4. The Foundation will consider plans for Board and Staff leadership succession annually, by December 31.
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.