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The Rock that supports Excelling with Honor.


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

Strategic Plan

Advancement Imperative: Through the 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 must be sufficient to support annual operating expenses, including the Annual Advancement Plan and Headquarters Campus operations, beginning in the 2023-2024 fiscal year, with 75% sufficiency reached in the 2021-2022 fiscal year, and 85% sufficiency reached in the 2022-2023 fiscal year.
  3. The Foundation will develop its operational plan, by December 31, 2021, to provide annual grant funding to the Fraternity.
  4. The Foundation will complete the review of investment advisory services by September 30, 2021.
  5. The Foundation will review and revise as necessary its restricted account program by December 31, 2021 and complete implementation of revisions to existing restricted accounts, as may be applicable, by June 30, 2025.
  6.  The Foundation will provide its input to the Fraternity regarding the Fraternity’s Alumni Commitment Framework and Program on an ongoing basis.

Headquarters Campus Imperative: The Foundation will maintain and preserve a Headquarters Campus that is a source of pride for all stakeholders, reflects the strength and stability of Sigma Nu, and meets the educational and historical needs of Sigma Nu.

  1. The Foundation will begin construction of the Spears Family Epsilon Epsilon Center for Excellence by September 30, 2021.
  2. The Foundation will review, revise as necessary, and share the Master Plan for the Headquarters Campus annually with relevant stakeholders.
  3. The Foundation will develop and implement a comprehensive property management plan for the Headquarters Campus by September 30, 2021.
  4. The Foundation will finalize construction and fundraising plans for the Robert A. McCully Memorial Archives addition by September 30, 2021.
  5. The Foundation will determine options for the Margaret C. Davis Home by September 30, 2021.

Governance Imperative: The Foundation Board of Directors and President will maintain a comprehensive governance structure that ensures best practices and processes for making and implementing decisions to advance the 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 revise as necessary its committee structure, in keeping with its Strategic Plan and governance model on an ongoing basis.
  3. The Foundation will produce annual reports for stakeholders that summarize the activities, and outcomes thereof, of the Foundation for the prior year, annually by November.
  4. The Foundation will review and revise as necessary its By-Laws annually.

© 2015-2022 Sigma Nu Fraternity, Inc.
9 North Lewis Street, P.O. Box 1869, Lexington, Virginia 24450
Phone: (540) 463-1869 | Fax: (540) 463-1669 | Email: headquarters@sigmanu.org

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