2014 AnnuAl RepoRt
Transcription
2014 AnnuAl RepoRt
2014 Annual Report Contents NSU Foundation 2014 Annual Report Features 3 A Message from the NSU President 4 NSU Foundation Board of Trustees 5 Executive Director’s Letter 6-7 Adair scholarships inspire students 8-9 NSU Occupational Therapy program ends inaugural year with many successes 10-11 NSU prepares students for teaching career with EPIC 12-13 New endowed scholarship supports Optometry’s married students 1 4-15 President’s Leadership Class sees major scholarship increase following endowment gift 16-17 NSU “Lights the Way” for students in need 18-19 Scholarship quotes 20-23 2014 Honor Roll of Donors 24 Financials 25 NSU Foundation growth 26-27Endowments 28-29 Annually funded scholarships & programs 30 Memorial benches 31 Ways to give Cover: The NSU Light the Way Emergency Fund was a beacon in the darkness for NSU student Kristy Rinehart and her son. See story, Page 16. A Message From The NSU President Dear Friends: I often recall that, when I was in elementary school, a teacher or coach would ask for a volunteer to assist them with a special task. The task usually included taking something to the office for them, helping them solve a problem on the chalkboard, or some other errand. Eager hands would go up quickly, signifying willingness to take on the responsibility for a task that was usually unknown. In fact, some of my classmates were so eager to be involved that they would say, “Pick me, pick me!” I was always willing to raise my hand because I had been taught at home that if a person in a position of respect and authority asked for assistance, I should be one of the first to volunteer. My parents realized that volunteering and getting involved would teach me a great lesson—service to others adds meaning to life. I expect that many of you were raised the same, as evidenced by your willingness to give your time and resources to Northeastern State University. Last year was a record-setting year for the NSU Foundation. Total assets grew to over $23 million, total support and revenue amounted to more than $5.8 million, and we received the largest single gift in a year: $768,290. To all of you who contributed to NSU in 2014, thank you. The Foundation cannot support NSU at the level it does without your involvement. By supporting the Foundation, you are providing assistance to our students and enabling us to fulfill our mission of providing academic and scholarly excellence. As you are aware, we have engaged the JF Smith Group to complete a feasibility study that will guide our next major fundraising campaign. The study enabled us to set an initial working goal of almost $21 million, which includes student scholarships, funds to strengthen the faculty, new and revitalized facilities, and enhancements in athletics. We will provide more information in the next 12 months regarding our campaign titled “Preserve Our Past, ENSUre Our Future: The Campaign for Northeastern State University.” Now the call to action. Like the experience I described above from my elementary school days, I am asking you to volunteer for a special task. I ask you to raise your hand and say that you are willing to take on the responsibility of getting involved in our fundraising campaign by giving of your time and financial resources. Consider yourself as having been picked to help NSU reach higher levels. Your university is counting on you. Please contact Peggy Glenn at 918-444-4200 (glennsum@nsuok.edu) for more information regarding the upcoming campaign. Sincerely, Dr. Steve Turner, President www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 3 NSU Foundation Board of Trustees Chair Larry Adair Stilwell, OK # Vice Chair Denise Roddy Tulsa, OK + Secretary/Treasurer Darrell Sullenger Tulsa, OK + Lynna Carson Stilwell, OK * Larry Dotson Tahlequah, OK * Mike Fine Tulsa, OK + Jim Gore Pryor, OK + James Howard Ponca City, OK * William Langley, Jr. Stilwell, OK # Gary Parker Muskogee, OK # Wellon Poe, Jr. Oklahoma City, OK * Patty Skinner Tahlequah, OK * * Term Expires 2017 # Term Expires 2015 + Term Expires 2016 Dan Sullivan Claremore, OK + Maurice Turney Tahlequah, OK * Gregg Wadley Oklahoma City, OK * Craig Winters Tulsa, OK + Tina Young Fort Gibson, OK # The Northeastern State University Foundation, Inc. is a 501(c)(3) nonprofit corporation formed exclusively to support NSU. NSU Development STaff Peggy Glenn NSU Director of Development 4 Robin Johnson Assistant Director of Financial Services Erin Feller Development Officer Northeastern State University Foundation | 2014 Annual Report Daniel Johnson Director of Alumni Services Meggie Froman-Knight Coordinator of Information and Special Events Cami Highers Coordinator of Stewardship and Annual Giving Shawna Stanley Secretary III NSU Foundation Executive Director’s Letter As we begin our largest fundraising campaign in Northeastern State University’s storied history, I have the privilege of hearing many of your stories about how NSU changed your life, just as it did mine. My dad worked in a factory for nearly 45 years; my mom was a homemaker, as well as my Girl Scout leader, and later worked the night shift at a convenience store, served in a school cafeteria, and then was a cashier at Wal-Mart. Neither of them went to college (well, my dad went for a semester to an agricultural college in Texas, but based on his stories, he spent most of his time pulling pranks on his dorm mates and didn’t return in the spring). They weren’t able to save for college for me. Thankfully, a group of Tahlequah leaders 15 years earlier had decided to establish the NSU Foundation and fund the President’s Leadership Class scholarship, which I was awarded as a Heavener High School senior in 1986. The PLC legacy started in 1971 with a bold vision and $10,000. Today, several hundred NSU PLC alumni continue to lead in their communities, congregations, and companies. The NSU Foundation has grown to support an expanded PLC program, as well as over 800 other scholarships, various academic programs, and transformative capital projects, with total assets exceeding $23 million. The need, however, far exceeds these resources. The average age of an NSU student is 26 years old. All but a tiny percentage of NSU students qualify for financial aid, most have at least one job, and some are also parents, as shown on the cover. Many have to take off one or more semesters during their college career in order to work and save money to finish school. What can you do to help? As we roll out our campaign to “Preserve Our Past, ENSUre Our Future,” join me in making a significant financial commitment to support the scholarships, programs, and/or facilities that contributed to who and where you are today. For example, I am supporting the PLC program with a five-year pledge that repays the current value of the scholarship I received nearly 30 years ago, which will eNSUre that the same opportunity exists for someone like me in the future. Please let me know if you, too, would like to be part of this exciting campaign for NSU. And I look forward to hearing your own NSU story! Peggy Glenn (’90), MPP, JD Executive Director, NSU Foundation Photo of Glenn recognized in Who’s Who Among Students in American Universities and Colleges listing in the 1990 edition of the NSU year book As well as holding several chair positions in Student Senate, Peggy Glenn was a member of PLC, Model United Nations (MUN), Oklahoma Intercollegiate Legislature (OIL) and the Baptist Student Union (BSU). Peggy majored in political science and through MUN and OIL received several honors and awards including being selected to attend the First Annual Moscow Model United Nations. www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 5 “Of course, every dollar helps. Really. But this is a very big scholarship because of everything I got to do with it. It just helped me to meet so many other people, I feel it opened a lot of doors for me.” One door in particular has given Claus the chance to be a French translator this summer in her home country for acclaimed author Dr. Richard Preston, as he researches his new book. The fortuitous summer job was a direct result of the networking advantages that came along with the scholarship. Claus was able to attend the annual Larry Adair Lectureship Series, in which Preston, who authored a bestselling book about the Ebola virus called “The Hot Zone,” was this year’s feature speaker. Preston met Claus at the luncheon following the lecture, and hired her on-the-spot, to translate his French interviews into English. “Dr. Preston’s offer was a blessing,” Claus said, proud she will have the chance to add this experience to her repertoire. From left: Anne Lindsay, Sarah Claus, Larry Adair, Taylor Eversole, and Taylor Melone inspire students Adair Scholarships Scholarships and grants can be the deciding factor for whether a student goes to college or even finishes a degree. The assistance it offers with tuition and textbooks significantly lightens the financial burdens that come with attending university. But some scholarships, like the Larry Adair Leadership Scholarship at Northeastern State University, go beyond having just a monetary value. “It was a much bigger deal than I thought,” Sarah 6 Claus, the 2015-2016 recipient, said. An international student from Belgium and majoring in English education at NSU, Claus said she got a lot more out of the scholarship than the financial aid. In addition to receiving $500 per semester until she graduates, Claus said so far she has matured as a student and future professional, learning how to network and be confident. Northeastern State University Foundation | 2014 Annual Report “So far this is my favorite memory, getting the scholarship, and getting to work with Dr. Preston.” Larry Adair and NSU Larry Adair graduated from NSU twice, first in 1969 with bachelor’s degrees in Language Arts and Business Administration and then in 1979 with his master’s degree in Secondary Education. The lifelong Stilwell resident worked as an educator and administrator prior to serving 22 years in the Oklahoma House of Representatives, and as a Speaker of the House from 2001 through 2004. In 2004, friends and family of Adair established the Larry Adair Lectureship Series in Government and Public Policy at NSU, and the first lecture was held in 2007. The lectureship series was created to provide students with a wide spectrum of speakers and events, which would expose them to pertinent subjects of interest dealing with current issues, civic engagement, public policy development, innovation, global and social issues, and other student-focused topics. Adair said the speakers so far have been unique in their particular fields, and have challenged the students who attend the lectureship program to be bold and open to new ideas. Preston, for instance, spoke about his research on the Ebola virus. The Larry Adair Leadership Scholarship was added in 2011 to provide an annual scholarship award for a current freshman that supports their preparation in leadership and community engagement while at NSU. After meeting Adair at the luncheon following the lecture in February, Claus described him as “easy to talk to,” and committed to NSU and developing its students. “He was really thankful for us, and that’s something that surprised me, because I am thankful for him.” When asked about this, Adair said it was his honor to assist these outstanding students. “I am very honored and happy to provide some needed assistance to those scholarship recipients. I enjoy all aspects of this. Getting to meet bright, enthusiastic, and highly motivated young university students and watching them grow, mature, and become successful is the most rewarding thing I get to do.” Leadership development Claus noted another aspect that set the Adair scholarship apart was its commitment to recognizing and developing leaders. She compared a previous scholarship for academic excellence she received to the Adair experience, and reiterated that the money was very helpful, but the leadership development was an invaluable perk. “I think receiving this scholarship made me feel much more confident in my leadership skills. It helped me learn how to prepare to go out and meet new people.” Adair said his wish was to challenge the recipients to excel in leadership roles, serve as role models for others, strive for excellence in everything they do, and become critical thinkers and problem solvers. “Each of these traits are equally important because they help prepare the recipients to become productive citizens in whatever vocation or career they might choose. A professional person who masters these traits will be successful throughout his or her personal life,” Adair said. Because demonstrating leadership on campus was part of the criteria for being an Adair scholar, Claus said she knew of the past three recipients because they were outstanding students. Previous scholarship recipients include Taylor Eversole, who was Claus’ big sister in their sorority and encouraged her to apply; Taylor Melone, who was recognized in April as an outstanding senior and Hall of Fame recipient on the Tahlequah campus, and Anne Lindsay. Lindsay agreed with Claus that one of the perks of the scholarship and lectureship was networking. included being a Senator-at-Large for the Northeastern Student Government Association, a member of the International Student Organization, working with the International Advocacy Team, Baptist College Ministries, and Northeastern Activities Board, and finally, a RiverHawk ambassador. Claus is also a student worker at the Student Academic Success Center, 20 hours a week. “I think that’s it. Next semester, I will hopefully be a peer instructor with incoming freshmen,” she said, showing no signs of lessening her extracurricular commitments. She said Adair was committed to supporting NSU students, and wanted to celebrate those who made the campus better. “It’s something that makes me stand out as a student. I think it’s going to take me further. It’s something that, once on my resume, looks really good.” “It gives me a chance to catch up with the other scholarship recipients, as well as meet new faculty and speakers. The president of the university, President (Steve) Turner, and his wife Penny, always come and it is very nice to get to talk with them,” Lindsay said. Claus, 20, has plans to be a teacher. Melone also described the scholarship as an excellent opportunity for NSU students. Adair said that conviction was precisely what he intended to be the legacy of the scholarship and lectureship. “Not only are we, as Larry Adair scholars, exposed to international leaders and distinguished speakers, but we are able to connect with the other Larry Adair scholars through these lectureships,” Melone said. Scholarship requirements In order to be considered for the Adair scholarship, applicants must have a 3.0 GPA, log at least 15 hours of community service each semester, and hold membership in two campus organizations. Claus surpassed the requirements for the scholarship, as her involvement on campus “I would like to teach English in high school.” She learned that being involved on campus teaches leadership. She hopes to teach that to her future students. “My desire for the Adair Lectureship legacy is to instill the belief that we never quit learning, and that dreams can become a reality if a person is willing to assume the roles of leadership and serve as a role model to others.” To view a list of past lecturers and several recorded lectures visit: www.nsuok.edu/Outreach/ServingtheRegion/ TheLarryAdairLectureshipSeries.aspx www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 7 8 Northeastern State University Foundation | 2014 Annual Report NSU Occupational Therapy program ends inaugural year with many successes The City of Muskogee Foundation funded a $900,000 grant that started the NSU Occupational Therapy program in January of 2014. A year later, the program is still gaining momentum. The three-year award helped to offset start-up costs as the university debuted its newest health care degree on the Muskogee campus. Now, as the inaugural 10-student cohort has passed the oneyear mark, they are beginning their first Level I fieldwork experience, visiting numerous sites with the focus on psychosocial and mental health. The students will spend the summer at sites providing services to individuals with physical disabilities. In the fall, they will be in various pediatric settings. Next January, the same class of students will begin their Level II fieldwork, which are full-time experiences. The program currently has fieldwork contracts with more than 40 different sites. “The program has attracted qualified, dedicated students,” Dr. Judy Melvin, director of the OT program at NSU said. The last of the OT laboratories, the Pediatric Lab, was completed in December and the program continues to develop courses and learning opportunities for the students enrolled. The program is also continuing through the accreditation process. An accreditation self-study was submitted in April 2015 and the Accreditation Council for Occupational Therapy Education will review it by August with the subsequent accreditation site visit scheduled for February 2016. D.J. Thompson, the chief operations officer and foundation manager for the City of Muskogee Foundation expressed unanimous pleasure in the direction the OT program is headed. “This is the progress we’re really looking forward to,” Thompson said. “We can’t wait to see what economic impact these students and this program will have on Muskogee. Will these students stay local? Those are the long-term outcomes we’re waiting to see.” The second cohort of OT students, who began this January, has 17 students. The program will accept up to 20 students each year. The students currently in the program have started a Student OT Association, and three students from the first cohort attended the American OT Association Annual Conference in Nashville, Tenn. in April. Northeastern State University remains committed to moving progressively within the health professions arena and ensuring that demands for professionals are met with highly qualified, trained and experienced individuals. The Master of Science in Occupational Therapy program is a 30-month, 81-hour program with a focus on training high quality occupational therapists for the rural region of eastern Oklahoma. Cultural sensitivity education to the American Indians served in the area will be integrated throughout the curriculum and will complement the professional programming within the coursework. The program addresses curricular standards of the Oklahoma State Regents for Higher Education. “We’re very pleased with the community support and the donations that NSU has been able to bring in for this program,” Thompson said. “This program holds a lot of promise for the Muskogee area, as well as eastern Oklahoma.” For more information on the Occupational Therapy program, contact the program director, Dr. Judy Melvin, at 918-444-5232. www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 9 New scholarship helps NSU students in EPIC teaching internships NSU’s Education Professionally Immersed Co-teaching program, more commonly known as EPIC, is a unique internship program started in 2013 in the College of Education. The program was designed to maximize training for future teachers, by introducing a co-teaching model within a classroom, for up to a year. NSU students who participated would meet their regular credit hours, while completing their field experience three days a wekk at a designated school. Dr. Stan Sanders, the program’s founder and director of clinical education at NSU, said the value derived from immersing students into the real world of teaching was immeasurable. “EPIC was specifically designed to give students the opportunity to be out in the field for an entire year, with one clinical faculty (mentor teacher), learning how to prepare, present and deliver lessons,” Sanders explained. EPIC allows interns/co-teachers, to spend up to 1200 hours in a classroom setting, using the co-teaching model, where they directly interact with students, with guidance from the clinical faculty. The duration of the internship is one of the keys to its success, said Sanders. “That extra time has proven to be an invaluable lesson-learning 10 Northeastern State University Foundation | 2014 Annual Report experience for them, and it has also given them the opportunity to prepare to take on the challenges of teaching.” Now in its second year, the EPIC cohort has grown to 30 co-teachers and is servicing most majors in the College of Education, including Early Childhood Elementary, Special Education, Mathematics, Science, Social Studies, and English. Interns have been placed in seven schools districts, Tulsa, Tahlequah, Broken Arrow, Stilwell, Union, Owasso and Sallisaw, as well as Educare in Tulsa. NSU candidates get tremendous amounts of book theory, said Sanders, but the practice aspect of EPIC adds a powerful component. “Being able to see and mentor and follow a clinical faculty throughout course of the year, to see how they handle different situations, is invaluable,” Sanders said. How EPIC works For EPIC’s purpose, the academic school year is divided into four quarters. Co-teachers spend a minimum of three days per week with the assigned clinical faculty for the first and second quarter, which works out to be 18 weeks or one semester. In the final two quarters, co-teachers spend five days per week with the assigned clinical faculty, for another 15-17 weeks. Co-teachers also follow the same daily schedule of the assigned clinical faculty for the duration of the academic-year field experience. scholarships, is often essential for students to commit to EPIC’s structure. Students are never on their own during the internship process, and take more of a lead role in the second semester, in terms of lesson planning and delivery. Scholarships Even for this part of internship, they are still monitored and mentored by clinical faculty. Constant and immediate feedback is another tenet of the EPIC process. “The EPIC model is designed to have both the teacher and intern involved in the lesson presentation on an active basis. It’s a dual effort,” Sanders explained. He added that the interns are constantly evaluated. There are lesson observations made by clinical faculty, and an NSU coordinator visits and observes in the first half of the year. There is also a mid-term evaluation, which is a team effort between clinical faculty, NSU coordinator, and intern, in a face-to-face setting, where areas for improvement are highlighted. There are no additional costs for EPIC candidates, as they do not pay extra tuition or fees to be part of the program. Also, there are no additional classes they must enroll and those candidates can earn their bachelor’s degree with the minimum 124 credit hours. However, the candidates may have to cut back on hours at other jobs during the academic year in order to meet the demands of the EPIC model. This means financial aid, especially Recognizing this need, the George Kaiser Family Foundation awarded NSU’s College of Education a $50,000 grant in July 2014, for students teaching at Tulsa Educare, an early childhood program with three schools in the Tulsa area. Senior Program Officer at GKFF, Anne VanHanken, said providing high-quality, early childhood experiences for Tulsa’s children, especially those living in poverty, was the Foundation’s central mission. “In order to accomplish this goal, GKFF wants to ensure the highest quality teacher in every classroom at Educare.” She said the best way to understand the Educare culture was to work in the centers and get a personal feel. “EPIC gives Tulsa Educare that opportunity to get to know new teachers and introduce them, in a supportive and gradual way, to the Educare model,” VanHanken said. Sanders said the NSU teacher candidates who graduate, leave with a very valuable career. “I believe the P-12 schools in the state of Oklahoma are in good hands with our candidates who teach.” www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 11 12 Northeastern State University Foundation | 2014 Annual Report New endowed scholarship supports Optometry’s married students Virginia LaQuey, past president of the American Foundation of Vision Awareness, has created a fund to provide scholarships to students in NSU’s Oklahoma College of Optometry. to families who could not afford it through a program at our church. We were both also able to help with the Opening Eyes Special Olympics, which she has a real passion for,” Bryce said. The endowed scholarship was established in May 2014 to assist married students in their second or third year of optometry school. When the couple moved to Tahlequah, Sophia’s involvement in the field increased, as she was hired as the contact lens director at the Optometry College. The guidelines state the scholarship is intended to provide monies annually to a full-time student, who has exemplified the values of the profession and whose spouse has played an important role in the support of the profession. LaQuey said the chosen student’s spouse must show interest in the Oklahoma Association of Optometric Physicians (OAOP), and be active in NSU’s Optometry School. Former Dean of Optometry at the college, Dr. George Foster, said an optometrist must be committed to the profession and play a major role in his or her community, therefore requiring the support of their spouse. Bryce Geiger, a second-year optometry student, won the $1,000 scholarship for 2014-2015, and described the process of becoming an optometrist as challenging. With his two-year-old son, and the intensity of the course work, Geiger said in his application essay he was grateful for the support of his wife, Sophia Geiger. At the beginning of their relationship, Sophia worked for a local optometrist doing special testing and billing, in order to help Bryce pay for school. “Two years later she started working for a different optometrist where she was able to learn and practice even more aspects of the profession. Through those job experiences, she was able to help give free eye exams “She has enjoyed getting to know and helping the NSUOCO students, learning from the awesome staff, and getting to put together educational workshops. Even with all that, she manages to chase our son all over the countryside so that I can have all the time I need to study.” Bryce said he was fortunate to have a wife with the same passion for optometry. Such commitment by a spouse to the field of optometry made Bryce an ideal candidate for the scholarship. The foundation was formerly known as the Oklahoma Optometric Association Auxiliary, and was a service organization of spouses of optometrists in Oklahoma. LaQuey is married to optometrist Dr. Ronny LaQuey, who practices in Duncan, Okla. Funds for the scholarship were provided by the Auxiliary, and LaQuey said it was the wish of those members back in the 1970s to support those students who were married and had a commitment to optometry in Oklahoma. “That’s how it began,” LaQuey explained. The funds are now handled by the NSU Foundation, and the amount of the scholarship is determined after a review of the money produced by the endowed fund. www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 13 Through PLC, I have learned many valuable lessons. I have learned to have great time management and organizational skills, but it’s also given me friends I will have for a lifetime. Garrett Butler Freshman; Idabel, Okla.; Mathematics Education 14 Northeastern State University Foundation | 2014 Annual Report President’s Leadership Class sees major scholarship increase following endowment gift The President’s Leadership Class (PLC) was recently endowed a substantial portion of the late Mary Katherine and Eva Harriet Stewart estates. The inaugural PLC students attended NSU at a time when tuition was $10.50 per credit hour, or $157.50 per semester, and through the program each student was able to receive a $315 tuition waiver and $1,415 cash. Current PLC students receive 15 credit hours of tuition waivers and $1,200 cash per semester. Thanks to the Stewart sisters, who both attended NSU in the 1930s and worked for the Oklahoma Department of Wildlife Conservation, the stipend amount from the NSU Foundation for each continuing PLC student, beginning in the fall of 2015, will increase by 20 percent. In addition, NSU will provide incoming freshmen with funds to cover half of their on-campus housing costs. These are the first significant increases in the PLC scholarship in many years. PLC is a unique program that gives incoming freshmen both continual leadership skill building opportunities and a break on costs associated with attending college in return for participation. The program has a long history at NSU, dating back to 1974. Former NSU President, Dr. Don Betz, was an assistant professor of political science at the time, and he saw the need to promote and subsequently reward leadership demonstrated by incoming freshman. Since then, PLC has had 329 alumni members and currently has 51 students. Notable graduates include Dr. Denise Spears Roddy and Dr. Kathleen Foster Elliott, who both have been named Oklahoma Optometrist of the Year; Stephen Highers, Tahlequah City Councilman; Glenn Coffee, the 30th Oklahoma Secretary of State and former Oklahoma Senate President Pro Tempore; John deSteiguer, the president of Oklahoma Christian University; and NSU directors Jeff Walker, Peggy Glenn, Chris Adney, Daniel Johnson, and Anita Thompson. This year more than 250 high school seniors applied for the program. NSU offers approximately 15 spots to each incoming class of freshmen. Those selected as PLC members are held to a high standard of excellence and are provided with ample opportunity to excel at NSU in leadership positions. “The question we ask when choosing the incoming class is, ‘Are you a mover and shaker?’ and if they are, we ask, ‘Can we get you to do that here at NSU?’” Kin Thompson, faculty sponsor of PLC, said. In the first year of the program, students are required to complete a freshmen orientation course led by Thompson focused on personal leadership. Thompson hopes to further the support he can offer to students in the future by extending the course schedule to last all four years, with sophomore year focusing on leading peers, junior year on leading in the community and senior year on leading globally. “This class historically consists of outstanding students, some of which have been named to NSU’s Hall of Fame,” Thompson said. “You can’t be surprised they end up as standouts on campus. They’re very driven academically, and the networking that is available for them allows them to make connections, build skills and confidence, and be equipped to be excellence practicing leaders after graduation.” www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 15 NSU “Lights the Way” for students in need Kristy Rinehart, a Northeastern State University student in her senior year, aced her practicum interview in April, and is now on the way to securing a job in her intended field. But a mere nine months earlier, Rinehart was not sure she would even graduate. In August 2014, a fire destroyed her apartment complex, burning almost all her belongings; including her new computer, clothes, furniture and textbooks. It was the day before the start of the fall semester. “I was able to grab my five-year-old son, his stuffed animal, and run out the apartment,” the then-single mother said. With the loss of her books, Rinehart had to consider some unfavorable options, including having to drop a few classes. “If I dropped classes, I would have had to drop out completely because I would lose other grants, and then wouldn’t be able to pay.” Rinehart was receiving a Pell Grant, as well as funds from Oklahoma Promise, to help pay her tuition. Fortunately, help came to Rinehart in a way she never anticipated—the Light the 16 Northeastern State University Foundation | 2014 Annual Report Way Emergency Fund. Established in 2014 and maintained by the Northeastern State University Foundation, Light the Way was an emergency fund designed for NSU students (undergraduate and graduate), to assist during times of crisis, in order for them to maintain their enrollment. Rinehart was an ideal candidate, as it would help meet a short-term financial hardship and keep her in school. “It really saved me from falling behind or having to drop out,” she said. Rinehart received $159 from the fund in order to re-purchase her books. “It was a big help for me.” According to the fund’s guidelines, book expenses are not covered. However, as Rinehart needed replacement books after the fire, these special circumstances exempted her from this rule. Rinehart was required to fill out an application form, detailing the circumstances surrounding her request, how the unexpected expenses would impact her ability to remain enrolled at school, and how she would utilize the fund if awarded. “I told them how much I needed for my books, and provided receipts.” A designated multidisciplinary team brought together by Student Affairs is responsible for the review process. Student Financial Services verifies the potential recipient has met with a representative to ensure all financial resources have been exhausted. The amount awarded is fluid and is determined based on the request, proof of need, and available funds. Most awards do not exceed $500, unless extenuating circumstances warrant a higher amount. Dr. Steve Turner, NSU president, said financial aid and scholarships, like Light the Way, were not simply good policy for the university, but a way to get students through with a helping hand. At the ceremony for the 125th anniversary of Seminary Hall in May 2014, Turner said: “I owe everything to higher education and, as a first generation, nontraditional student, I would not be standing here today without significant financial assistance along the way.” He said a student could be in good standing, have solid grades, and attend all their classes, but a single financial crisis could be their undoing, causing some students to withdraw from classes, and possibly never to return to campus again. “Having a fund for such situations would allow NSU to be able to intervene and help a student with a small scholarship that would keep them in school and on track to graduate,” Turner said. Rinehart, who got married in November, is now on track to graduate and become a social worker, thanks in part to the small, but helpful fund. “I’m pretty excited. It was definitely a blessing,” Rinehart said. Rinehart said she was grateful something like that existed for those unforeseeable incidents. “You never know what’s going to happen. I was not saving up for something unexpected like that [fire]. And I didn’t expect to have access to a fund like this.” She said receiving help from Light the Way, as well as private donations, enabled her to stay on track to achieving her goals, despite losing everything. The scholarship’s name was inspired by the original dedication ceremony of Seminary Hall in 1889, where a speaker said that the seminary “ignited the lamp of learning in the wilderness.” Another connection is that light helps us find a path when a situation seems darkest, according to Peggy Glenn, NSU Director of Development. “My life would have turned out very differently.” Since September 2014, five students have received funds totaling $2,724.60 for hardships ranging from Rinehart’s apartment fire to identity theft resulting in stolen bank funds. To donate to the Light the Way Emergency Fund, go to www.nsugiving.com/donate and specify this fund in the comments box. www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 17 Thank you for helping students Gather Here and Go Far. 18 Northeastern State University Foundation | 2014 Annual Report It is a great honor to be awarded this scholarship with so many qualified and deserving Optometry students that were eligible to be nominated. I would like to thank you not only for the scholarship, but for your dedication to the profession of Optometry and your years of service at NSUOCO. Nathaniel Edwards, Duncan Fourth-year Optometry Student Hank Van Veen Award for Outstanding Clinician Recipient “Your generosity has inspired me to help others. I hope to one day be able to help students achieve their goals just as you have helped me.” Seth Arney, Gore Senior, Environmental Health & Safety Management Roots from the Cherokee Scholarship Recipient It is because of your donation, I will be able to finish a major life goal and provide a better future for both me and my son. Jaclyn Toney, Warner Senior, General Studies Nowicki Non-Traditional Student Scholarship Recipient I was truly thrilled to learn of being selected to receive this scholarship. The monetary aspect certainly helps defray the cost of school and the honor of receiving such an award is inspiring and humbling. I also look forward to the experiences I will encounter in volunteering for my community. Phillip Murray, Tulsa Senior, Chemistry Dr. Tiffany Maher Memorial Scholarship Recipient Your gift through the NSU Foundation has not only given a monetary gift but also the gift of time. With this extra time, I can continue to spend the evenings with my son ensuring to continue supporting his emotional and developmental growth. To a mother, this gift is priceless and I cannot relay the depth of my appreciation. Rochelle Butler, Broken Arrow Senior, Special Education Broken Arrow Chamber of Commerce Scholarship Recipient I would like to thank the NSU Music Department for this scholarship. It is my home and without all the wonderful faculty that have taught me so much, I would not be where I am today and for that I am truly thankful. Michael Sims, Tahlequah Freshman, Music NSU Music Scholarship Recipient www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 19 2014 HONOR ROLL OF DONORS FOUNDATION GIVING LEVELS The Honor Roll of Donors identifies significant gifts made by alumni, faculty, staff, students, parents, friends, and community members during the calendar year 2014. We not only celebrate the gifts you make each year, but also recognize your cumulative giving. The contributions you provide have a profound impact for generations to come. Thank you all for your generous support of Northeastern State University and we appreciate your name appearing in this very special list. *Denotes deceased Sequoyah Society $500,000 and Above in Lifetime Giving Seminary Society James* and Sally Armstrong Jerry and Sue Catron Armstrong Bank of Muskogee Century 21 Wright Real Estate Bob* and Norma Roady Ruth Arrington* Charities Foundation Mary Golda Ross* AT&T Foundation Charlie’s Chicken of Muskogee SBC Foundation AVB Bank Broken Arrow Chamber of Commerce Ernie and Kay Shannon Janet Bahr Cherokee Nation Education Corporation William and Stephanie Sick Tim* and Isabel Baker Kathyleen Burnett* Belva Smith* BancFirst of Muskogee Cherokee Nation John Smith* Bank of America ConocoPhillips Petroleum Company State Farm Companies Foundation Bank of Cherokee County Darrell Sullenger Michael Bartlett Bertie and Candler Cooper Elizabeth Timmons* Harold and Mary Battenfield Eastern Oklahoma Development District Maurice and Clarice Turney Bausch and Lomb Lorena Walker* Tom and Priscilla Been Waters Charitable Foundation Ed and Denise Bell Francis Wheeler* Jeanette Bernier L.P.* and Ann Woods Bob and Sandy Berry Robert and Carrie Zoellner Don and Susanne Betz Young Family Foundation Mark Bighley BancFirst of Tahlequah James Blossom* Gene and Helen Branscum* Eastern Oklahoma Orthopedic Center, Inc. Diane Fitzgerald Tom and Anne Johnson Johnson Scholarship Foundation James Kerr* Jack Castleberry* E. Phil and Roberta Kirschner Foundation Jesse* and Marilyn Gailey City of Muskogee Foundation Mary Kathryn Stewart* Paul Carter* Reasor’s Lucille Ketcher* Founders of Doctor’s Hospital Foundation Wesley and Susie Ard Ruth Presley* $100,000 - $499,999 in Lifetime Giving Freda Burtner* John Eddings* Nix Foundation Founders Society Marie Bishop* BP Foundation, Inc. Cherokee Nation Industries Inc Kim and Myron Cherry Chouteau Telephone Company Helen Clark Hanan* Coca-Cola Bottler’s Foundation Jack and Jane Cochran Matthew and Teri Cochran Don and Barbara Coffman Welch Cole Mark and Leona Collins Communities Foundation of Oklahoma Crescent Oil Company James and Sharon Coventon John Crittenden* Bob and Joy Cunningham Love Bottling Company $10,000 - $99,999 in Lifetime Giving Charles Briggs Donald Maritt* Action, Inc. Bright Family Foundation Masonic Charity Foundation of Oklahoma Advance Alarms, Inc. John Brooks Jerry and Martha Albin Philip and Anna Brown Henry and Jo Ann McCabe Alcon Laboratories, Inc. William Brown Descendants of Cherokee Seminaries Students Detrick OK Foundation, Inc. Nell Stapler Bradshaw* Dal Tile, Inc. Veraman and Billie Davis Zoe Davis* Wesley DeRosier and Heidi Thoden Eddie and Kendyll Miller William F. Tolbert* Gary and Dee Alderson Gail Burden Bess Monroe* American Optometric Association James and Barbara Burnett Dewberry Architects, Inc. Trippet Foundation, Inc. MOPH Service Foundation, Inc. Dorman Anderson John* and Janice Carletti William Diehl Gregg Wadley and Betsy Brackett Esther Moss* Terry and Vanessa Anton Christa Carlton Jack Dobbins Ryker and Tina Young Nabholz Construction ARCO Founation, Inc. Leland Carr Larry and Linda Dotson 20 Northeastern State University Foundation | 2014 Annual Report Dow Chemical Company Foundation Lavelle Dugger Drew and Linda Edmondson Equitable Foundation Essilor of America, Inc. Freddie Lou Etter* Max and Peggy Eversole* Exxon Mobil Foundation Facet Quantek, Inc. Roger Fain Charles and Lorene Farris Charles Faudree* Clay and Kay Felts* Mike and Sherry Fine Fine Airport Parking, Inc. First National Bank & Trust Co Lu Ann Fite-Morris Helen Fleming* Robin Flint-Ballenger EK Grigsby Arno and Linda Lindorfer Lorraine Gunter* Justin and Jennifer Lindsey Larry Ham* Chet Lombardi* Jay and Valerie Hannah LoneOak Ventures, Inc. Arlan and Janie Hanson Michael and Dianne Maher Nadene Harris* John Marouk Patrick and Doris Harris Mike and Carol Martin Hathaway Farms Mass Mutual Financial Group Matthew Henderson Joe and Jeanette Maxfield Mary Hill Leo Mayfield* Bill and Doris Hinds* Ella Mazur Oklahoma Association of Optometric Physicians Timothy Snider ONEOK Foundation, Inc. Burl and Barbara* Overmon Southwest Contact Lens Society, Inc. Gary and Carol Parker Southwest Council of Optometry C.H. Parker Spaces, Design and Architecture, Inc. Virginia Parker Sodexo Inc and Affiliates James and Betty Pate Denise Spears Roddy Douglas and Alphie Penisten Spectra Energy Foundation Walter Pettit Kenneth and Lois Stern Player Development Products Boyd Steveson* Stilwell Foods Ed and Dorthene Pointer Wes Studi Kenneth Hoar Mazzio’s Pizza Corporation Wellon Poe and Kim Hefner Poe Hobsons, Inc. Mark Hodson McAlester Scottish Rite C and E Foundation Warren* and Bettye Poteete Daniel Sullivan Bruce Hoop McGee Eye Care Alliance, Inc. Carl Raczkowski Janet Sullivan James and Lynn Howard Robert and Jeanette McQuitty David and Robbi Rader Zelma Lou Summers* HOYA Optical Laboratories Frances McSpadden* H.E. Rainbolt Delores Sumner Grace Hudlin* Anne McWilliams Donna Ramsdell Tahlequah Lumber Company J D Young Company Meigs Jewelry Robert Glenn Rapp Foundation Tahlequah Quarterback Club Bill and Paula Jones Mid-America Arts Alliance Red Man Charitable Trust Joe Teaff* John and Lucy Jones* Miss America Organization Lanny and Barbara Reed Robert and Deborah Mitchell Jack and Lois Reese Tim Foutch United Keetoowah Band of Cherokee Indians in Oklahoma Anne and Henry Zarrow Foundation Moffitt Parker and Company, Inc. Herald and Linda Ritch The Vision Care Institute Dorothy Frie Keetoowah Casino Charles Moore RLI, Inc. George Tolbert Gene and Susan Frusher Kelley Family G.G. and Lelia Morgan* Reba Robison* Totah Communication Co, Inc. Fuels and Supplies Kirkpatrick Foundation, Inc. BJ Mosteller Richard Ryerson Tulsa Teachers Credit Union Frances Gable* Kiwanis of Tahlequah Muscogee Creek Nation Sarkeys Foundation Steve and Penny Turner Gannett Foundation, Inc. Alfred Knight Todd and Paula Mutzig Robert Scott Carrie Underwood Toni Garner Stephen Koupe Suzanne Myers George and Sally Seibold Tom Vanderpool Georgia - Pacific Foundation Michael and Debbie Landry Carl and Pitsy Nick Ken* and Debbie Selby Marco R Seymour Family Foundation, Inc. Vanguard Charitable Endowment Program George and Rita Foster Foundation for Tulsa Schools Mark and Bonnie Giese Bill and Linda Langley Norfolk Southern Corporation Helen Gilbert* Virginia LaQuey Glaceau Patrick and Patti Lester Northeastern Health Systems Peggy Glenn Dennis and Billie Letts* Jim and Becky Gore Ray and Mary Jane Letts Gena Gray Liberty Mutual Group, Inc. Greenhaw-Eddings Ford Debra Lilburn Greenleaf Nursery Darryl and Cassandra Linde Gregory Vann Orville and Lucille Shapley* Martin Venneman O. Glen and Margaret Sizemore Vision Service Plan Paul Skeans Willard Walker* James Ogletree* Randy and Patty Skinner Wal-Mart Foundation Oklahoma City Community Foundation Linda Small Walton Family Foundation, Inc. Patsiann Nix Smith Bob and Terri Webb Michael and Linda Nowicki Bill Nowlin OGE Energy Corp Foundation, Inc. www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 21 2014 HONOR ROLL OF DONORS Jack and Julia Webster John Brooks Lucille M. Ketcher* Maurice and Clarice Turney Philip and Anna Brown Kenneth and Barbra Weikel Kathlyeen Burnett* Tim and Carla Livesay Gino and Carolyn Uccellini Gail Burden Paul Westbrook and Lynn Cyert Freda James Burtner* Donald Ernest Maritt* Lorena Walker* Lynn and Paula Burris Lawrence White Laureita Caldwell* Dr. June C. May, MD Lesley and Mary Ann Walls Bart and Rebecca Byrum Emerson and Rosemary Capps C Janice Carletti Earl and Susie Williams John* and Janice Carletti Edward L. McCoy* Larry and Pam Williams Larry and Pam Williams Dr. Paul Carter* Henry Migliore John P. Yeutter Williams Companies, Inc. Jack Castleberry* Eddie and Kendyll Miller Mary Ellen Williamson* Alan Chapman Bess Monroe* Diane Willis Darrell Wilson Jr. Doris Winkelman Craig and Shelley Winters Richard Womack WPX Energy, Inc. Scott and Tommye Wright Yates Auto Mall John Yeutter Daniel Yoder President’s Circle $1,000 or More in 2014 A. Michelle Clifton Esther Sexton Moss* Glenn and Lisa Coffee Suzanne Myers Larry and Jan Adair John Crittenden* Michael and Linda Nowicki Rocky Adcock Zoe Davis* Lorene Owen* Alred Glass Company, LLC Hazel Deem* Levi and Virginia Parker* Terry and Vanessa Anton John* and Mary Jo deSteiguer James W. Phillips Apsco, Inc. John and Darla deSteiguer Wellon and Kim Hefner Poe Wesley and Susie Ard L. Leon Dockery Ruth Presley* Arvest Bank Freddie Lou Etter* Bill and Norene Rauch AT&T, Inc. Leland Carr Drew Carson and Lynna Hembree Carson Steven and Melissa Cartmell Estate of Jack Castleberry Jerry and Nancy Catron Cavallo Bus Lines, Inc. Century 21 Wright Real Estate Charlie’s Chicken of Muskogee Cherokee Nation Cherokee Nation Education Corp Cherokee Nation Enterprises Ben Hollywood Zeigler Scholarship Foundation Max and Peggy Eversole* David A. and Barbara E. Reid AVB Bank Clay and Kay Felts* Bob* and Norma Roady Janet Bahr Chuck and Judy Ziehr Jesse* and Marilyn Gailey Reba Robison* Baker’s Furniture Ann Leinn Gibson Mary Golda Ross* BancFirst of Tahlequah Jim and Becky (Smith) Gore Linda Small Clyde and Carol Ann Barkley Lorraine L. Gunter* Belva C. Smith* Harold and Mary Battenfield Dr. Gene Hall John Arthur Smith* Ed and Denise Bell Jay and Valerie Hannah Mary Kathryn Stewart* Bob Berry Donn and Sharon Baker Nadene Harris* Rennard Strickland Brian and Christina Berry Tim* and Isabel Baker Matthew O. Henderson Darrell Sullenger Debra Bezan Tim and Diana Baker Bill and Doris Squyres Hinds* Dan Sullivan Mark Bighley Dennis and Helen Bearpaw Lucille Hurd Hitson* Janet Sullivan BIOS Management Co., LLC Tom and Prissy Been Gerald Jones* Larry Ray Timbrook Michael Bolding Ed Bell John and Lucy Jones* Elizabeth Timmons* Shane and Laura Boren Descendants of Cherokee Seminaries Students Marie Bishop* Ethel F. Kalbitz* William Frank Tolbert* Phillip and Shannon Bridgmon Jack Dobbins Nell Stapler Bradshaw II* Jim and Maureen Kerr* Michael and Lisa Turner Broken Arrow Chamber of Commerce Larry and Linda Dotson Guardian Society Estate Gifts Ruth Arrington* Bill John Baker 22 Northeastern State University Foundation | 2014 Annual Report Chickasaw Nation Jack and Jane Cochran Matthew and Teri Cochran Glenn and Lisa Coffee Welch Cole Mark and Leona Collins Community Development Group ConocoPhillips Petroleum Co. Jerry and Barbra Cook Thomas and Anne Cottrill Jerry and Carla Crow Dano’s Convenience Store, Inc. Thomas and Leigh Rorschach Duncan Health Care, Inc. Dale Jackson East Side Abstract Company, LLC Travis Janssen Nick Oil & Gas, Inc. Ross Charitable Foundation Eastern Chapter-Oklahoma Society of CPAs Christee Jenlink Carl and Pitsy Nick Jennifer Ryal Johnson Scholarship Foundation Nix Foundation Richard Ryerson Eastern Oklahoma Orthopedic Center, Inc. Larue and Janet Johnson Patsi Nix Smith SAS Construction Kenneth Jones NJoy Vision, LLC Schnake Turnbo Frank, Inc. Jordan Advertising Norfolk Southern Corporation Ernie and Kay Shannon Howard and Melanie Kelsey Northeastern Health Systems J Christopher Shannon David and Betty Koehn Michael and Linda Nowicki William and Stephanie Sick Michael and Debbie Landry Bill Nowlin Heath and Charlesa Sims Bill and Linda Langley Nuttall Ornithological Club Virginia LaQuey Oklahoma Gas and Electric Site-Students Incorporated For Textbooks & Equipment Jay and Rhonda LaValley Richard Ogden SM Energy Company Richard and Nancy Sevenoaks Oklahoma Association of Optometric Physicians Timothy Snider Dean Evans Evolution Championships, LLC Roger Fain Erin Feller First National Bank & Trust Co. Mark and Pam Fly George and Rita Foster Tim Foutch Marilyn Gailey Rodger Lefler Mike Geiger David and Patrice Lewerenz George Kaiser Family Foundation Liberty Mutual Group, Inc. Georgia - Pacific Foundation, Inc. Darryl and Cassandra Linde GH2 Architects, LLC Arno and Linda Lindorfer Mark and Bonnie Giese Justin and Jennifer Lindsey Peggy Glenn LoneOak Ventures, Inc. NextGen UAS Transponders Smithsonian Institution Oklahoma City Community Foundation Sodexo Incorporated Oklahoma State University Denise Spears Roddy, OD PC ONEOK Foundation, Inc. Osage Nation Executive Branch C H Parker Gary and Carol Parker Phyllis Sordahl Spectra Energy Foundation Angelia St Gemme Kenneth and Lois Stern Arthur Goad Love Bottling Company Edward and Jodi Gooden Michael and Dianne Maher John Pembroke Jim and Becky Gore Willa Faye Mason Douglas and Alphie Penisten Charles and Pam Gosnell Wesley Matthews Joseph Phillips Gena Gray June C May, MD William Pierce Greater OKC Chamber of Commerce Henry and Jo Ann McCabe Wellon Poe and Kim Hefner-Poe Timothy and Lonnie McElroy Bettye Poteete Gregg Wadley Foundation, Inc. Errol McKoy Pregis Intellipack Corporation David Hall Meigs Jewelry Charles and Billie Prigmore Kenneth and Leigh Ann Hancock Gregory Meyer David and Robbi Rader Jay and Valerie Hannah Eddie and Kendyll Miller Bill and Norene Rauch Ben Hardcastle Jeff Miller Jeff and Mitzi Reasor The Anne and Henry Zarrow Foundation Ivan Hembree Moffitt Parker & Company, Inc. Reasor’s, LLC The Austin E Knowlton Foundation Jim and Lynn Howard Mortgage Holdings, LLC Lanny and Barbara Reed The HQ Hoya Optical Laboratories Muscogee Creek Nation Bob and Connie Reilly Tobi Thompson Imagenet Consulting, LLC City of Muskogee Foundation Robert Glenn Rapp Foundation Estate of Elizabeth Timmons Tanya Ingels Gary Myers Colby Roberts Tinker Industrial Developers Estate of Mary Kathryn Stewart Steve and Victoria Strange Don and Janet Stucky Darrell Sullenger Delores Sumner Tactical Electronics Tahlequah Lumber Company, Inc. Larry and Sharon Tarpley Texarkana Eye Associates Texas Instruments Foundation Tom J and Edna Mae Carson Foundation Rufus Tom Totah Communications, Inc. Trippet Foundation Incorporated Tulsa Metro Chamber of Commerce Tulsa Teachers Credit Union Steve and Penny Turner Maurice and Clarice Turney Unmanned Systems Alliance of Oklahoma Ray and Joyce Van Nostrand Pete Vanzant, Jr. Vince and Theresa Vestal Visionscience Software, Inc. Walton Family Foundation, Inc. James Ward, OD Washington Regional Medical Center James and Linda Wasson Waters Charitable Foundation Kenneth and Barbra Weikel Charles and Michelle Welch Paul Westbrook and Lynn Cyert Louis White Nickolas White Bill and Mary White Salisa Williams Diane Willis Darrell Wilson Jr. Craig and Shelley Winters Richard Womack Scott and Tommye Wright Todd Wright John Yeutter Young Family Foundation Chuck and Judy Ziehr Robert and Carrie Zoellner *Denotes Deceased www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 23 Financials 25000000 20000000 15000000 Statement of Assets, Liabilities, and Net Assets— December 31, 2014 and 2013 (Unaudited) Assets Cash and Cash Equivalents Investments Accounts Receivable Accrued Interest Receivable Prepaid Insurance Expense Cash Surrender Value-Life Insurance Due from (to) other funds Land Total Assets Liabilities and Net Assets Charitable Gift Annuities Payable - Current Charitable Gift Annuities Payable - Long-Term Accounts Payable - Current TOTAL LIABILITIES NET ASSETS TOTAL LIABILITIES AND NET ASSETS UNRESTRICTED TEMPORARILY RESTRICTED RESTRICTED TOTALS 2014 TOTALS 2013 CHANGE $2,366,076 – – – $2,896 $19,952 ($510,321) $112,703 $1,991,306 – $5,211,366 – – – – $1,895,917 – $7,107,284 – $15,415,162 – $5,024 – $43,247 ($1,385,596) $9,000 $14,086,837 $2,366,076 $20,626,529 – $5,024 $2,896 $63,198 – $121,703 $23,185,426 $325,202 $19,159,770 – $13,485 $3,710 $59,612 – $121,703 $19,683,482 $2,040,874 $1,466,759 – ($8,461) ($814) $3,586 – – $3,501,944 UNRESTRICTED TEMPORARILY RESTRICTED RESTRICTED TOTALS 2014 TOTALS 2013 CHANGE – – – – $1,991,306 $1,991,306 $10,830 $6,921 $4,433 $22,184 $7,085,099 $7,107,284 – – – – $14,086,837 $14,086,837 $10,830 $6,921 $4,433 $22,184 $23,163,242 $23,185,426 $11,680 $9,301 $135 $21,116 $19,662,366 $19,683,482 ($850) ($2,380) $4,298 $1,068 $3,500,876 $3,501,944 Total Increases in Net Assets Total Decreases in Net Assets Net Increase (Decrease) in Net Assets Transfers Unrealized Gain (Loss) in Market Value Change in Net Assets Net Assets, Beginning of Year Net Assets, End of Year TEMPORARILY RESTRICTED $1,626,593 $872,033 $754,559 ($784,650) $41,609 $11,519 $1,979,787 $1,991,306 $2,643,123 $1,455,937 $1,187,185 ($76,329) $339,192 $1,450,048 $5,635,051 $7,085,099 RESTRICTED $1,177,903 $423 $1,177,480 $861,829 – $2,039,309 $12,047,528 $14,086,837 10000000 1000 5000000 800 0 600 Statement of Activity for the Year Ended— December 31, 2014 and 2013 (Unaudited) UNRESTRICTED 10000000 25000000 5000000 20000000 0 15000000 TOTALS 2014 TOTALS 2013 CHANGE $5,447,619 $2,328,394 $3,119,225 $850 $380,801 $3,500,876 $19,662,366 $23,163,242 $2,972,510 $2,207,555 $764,955 – $2,168,222 $2,933,177 $16,729,189 $19,662,366 $2,475,109 $120,839 $2,354,270 $850 ($1,787,421) $567,699 $2,933,177 $3,500,876 400 1000 200 800 0 600 800000 400 700000 200 600000 500000 400000 0 300000 800000 200000 700000 100000 600000 0 500000 400000 300000 4000000 24 200000 3500000 Northeastern State University Foundation | 2014 Annual Report 100000 3000000 2500000 0 2000000 20000000 5000000 15000000 0 NSU Foundation Growth 10000000 5000000 1000 0 800 Total Assets (market value) 600 $23,185,426 $19,683,482 $15,213,447 $15,035,874 1000 400 800 200 $16,753,970 Number of Scholarships Awarded 600 0 879 902 2012 2013 855 746 612 400 800000 200 700000 2010 2011 2012 2013 2014 600000 0 500000 400000 800000 300000 700000 200000 600000 100000 500000 0 400000 Value of Scholarships Awarded 2010 2011 2014 Direct Public Support 300000 $716,069 $724,485 $693,333 $616,922 200000 4000000 100000 3500000 $502,782 0 3000000 2010 2000000 4000000 1500000 3500000 1000000 3000000 500000 2500000 0 2000000 $3,655,841 2500000 2011 2012 2013 2014 $1,717,813 $1,607,932 $1,509,763 $1,328,960 2010 2011 2012 2013 2014 1500000 1000000 500000 www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 0 25 Endowments Endowment descriptions are available on our website, www.nsugiving.com under Endowments & Funds. Larry Adair Leadership Scholarship Larry Adair Lectureship Series in Government & Public Policy Nell Stapler Bradshaw II Memorial Scholarship Gene & Helen Branscum Scholarship Adanedi Scholarship Bricks & Windows Scholarship Fund AFVA Family Scholarship Marjory Hensley Bright Scholarship American Indian Merit Award Scholarship Broken Arrow Chamber of Commerce Scholarship George K. Antoine Scholarship Dr. Sara Brown Scholarship Fannie Baker Memorial Scholarship Buffington/Shannon/Caris Scholarship Buck Ballard Memorial Scholarship Louise Covey Ballard Memorial Scholarship William H. Ballard Memorial Scholarship Dr. Harold Battenfield and Dr. John Carletti Entrepreneur Lectureship Series Mary & Harold Battenfield Scholarship Endowment MSG Michael Beck Superior Cadet Award Ed & Denise Bell Scholarship Dr. Richard B. Bullock Scholarship Jerri Chandler Burrows Memorial Scholarship Vernon & Mary Helen Burrows Memorial Scholarship Freda James Burtner PLC Endowment Campus Bench Endowment Lela Canada Scholarship John & Janice Carletti Endowment Christa Carlton Scholarship Dr. Ron Carter Memorial Scholarship Corn/Stern Family Endowment Drew Edmondson Debate Scholarship Crafton & Leoser Families Scholarship for Non-Traditional Students Embrace the Vision Scholarship Endowment John & Marguerite Crittenden Memorial Scholarship Bob Cunningham Memorial Scholarship Faye Cunningham Memorial Scholarship Lynn A. Cyert Award for Excellence in Pediatric Optometry Dr. Lynn Cyert Women in Optometry Scholarship Alice Davis Memorial Scholarship Zoe Davis Memorial Scholarship Deem/Smith/deSteiguer Endowment Descendants of Cherokee Seminaries Students Scholarship Dewberry Faculty Award Martha Poynor Dickerson Alpha Sigma Alpha Sorority Endowed Scholarship Wesley “Dub” Berry Memorial Scholarship Castleberry Family Scholarship Zula Belle Dobbins Memorial Scholarship Donald & Mari Betz Global Citizen Scholarship Bryan “Jake” Chanate Memorial American Indian Scholarship L. L. Dockrey Endowed Scholarship Fred Dupy Scholarship Dr. Debra Bezan Geriatric Optometry Scholarship Elise Manus Chance Memorial Scholarship Marie Bishop Early Childhood/ Elementary Education Scholarship Circle of Excellence Awards Endowment John C. and Hazel P. Eddings Endowed Chair in the College of Education James H. & Norma R. Blossom Memorial Scholarship James & Susie Coats Memorial Scholarship Dr. Kirk Boatright Endowed Professorship in Optometry Jack & Jane Cochran Scholarship Susan E. Brackett Endowed Chair 26 Bertie Craig Cooper Scholarship John C. and Hazel P. Eddings Scholarship for the President’s Leadership Class John C. and Hazel P. Eddings Scholarship for the College of Education Northeastern State University Foundation | 2014 Annual Report Dr. Everett Grigsby Memorial Scholarship John H. Grubbs II Memorial Fund Freddie Lou Etter Library Endowment Lorraine L. Gunter Scholarship Eversole Family Fund for Media Studies Dr. Warren Gwartney Memorial Scholarship Mary Elizabeth Crittenden Fain & I. A. Fain Endowed Book Scholarship Jacob Farinelli/Joe Davis Memorial Scholarship Merle & Lucille Gilbert Farnsworth Memorial Scholarship Kay Felts Memorial Scholarship Elvin W. Fenton, OD Scholarship Mike Fine Scholarship Charles Lafayette Ford Memorial Scholarship Dorothy Frie Scholarship Dorothy G. Frie Health & Kinesiology Scholarship Jesse & Marilyn Gailey Endowed Professorship Toni Garner College of Business & Technology Endowment Debbie (Wing) Garrett Memorial Scholarship Phyllis Garroutte Memorial Scholarship General Endowment General Scholarship Endowment Green Country Funeral Home Scholarship Jess & Gladys Grider Memorial Scholarship Larry Ham Endowment Dr. Daniel Hansen Memorial Scholarship Ella Sexton Harmon & Grover Harmon Memorial Scholarship Martha Harrington Memorial Nursing Scholarship Dr. Nadene Harris Memorial Scholarship Frank Haven Memorial Scholarship Ruth Ann Hembree Memorial Scholarship Norman & Mary John Hill Scholarship Roy & Cherrie McSpadden Hinds Memorial Scholarship Lucille Hurd Hitson Memorial Scholarship George M. Hopkins Memorial Scholarship James K. Howard Endowment Hoya Vision Care Wilma Mankiller Scholarship International Program Endowment Tom W. Johnson Memorial Scholarship Jones/Mershon Property Endowment Jordan Twins Scholarship Kalbitz Endowment Kansas Children’s Project Scholarship Kappa Kappa Psi/Tau Beta Sigma Band Fund Jack Kaufman Memorial Scholarships Phil Kirschner Memorial Scholarship Kiwanis Club of Tahlequah Scholarship Kelly Koupe Memorial Scholarship Marjory Griffin Leake Memorial Scholarship Belva Lester Scholarship James L. Lester Sr. & James L. Lester Jr. Memorial Scholarship Tom & Joe Lester Scholarship Henry & Joann McCabe NSUOCO International Mission Scholarship Dr. Edwin & Dorthene Pointer Endowed Pre-med Scholarship Reba Starr Robison Stilwell HS Scholarship Hazel McClure Vann Memorial Scholarship Ray T. McSpadden Memorial Endowment President’s Leadership Class Endowment Deborah Stauss Memorial Scholarship Wadley Center Maintenance Endowment Charles A. & E. Anne McWilliams Scholarship Rex O. Presley Memorial Scholarship Military Order of the Purple Heart Service Foundation Scholarship Captain Terry Rains Memorial Scholarship Doris Ione Mills Stauss Memorial Scholarship Aaron K. Stern Memorial Scholarship Kenny Ramsdell Memorial Fund Mary Kathryn and Eva Harriett Stewart PLC Endowment Robert Glenn Rapp Foundation Music Scholarship Marilyn Stinson Memorial Scholarship Reading Clinic/Wadley Center Fund Leonard & Claudia Moore Family Alumni Scholarship Mary Stratton Optometry Scholarship Larry Reasor Memorial Scholarship Debbie Hicks Morgan PLC Scholarship Clare M. Stroup & Thomas E. Stroup Endowed Music Scholarship Lena Seitz Robertson Lectureship Model the Way Awards Endowment W. Gene Moffitt Memorial Accounting Scholarship DeLoyd Reed Memorial Scholarship Darrell & Sandra Sullenger Scholarship John A. Morris Memorial Scholarship John Ross Endowed Scholarship Mary Jane Craig Letts & Ray Don Letts Scholarship Charlie Murchison Memorial Scholarship Kristy Leann Seachris Memorial Scholarship Janet Sullivan Scholarship Light The Way Fund Music Scholarships Endowment Dr. Alison Lindorfer Memorial Optometric Scholarship Carl and Loretta Nick Scholarship Endowment W.C. & Mollie Sexton Memorial Scholarship Lou Summers Endowed Vocal Music Scholarship Greg Shaw Endowment Survivors 2 Scholars Scholarship Dr. Justin & Jennifer Lindsey Endowed Meeting & Convention Management Award Dr. George Nolan Pre-med Scholarship Sigma Sigma Sigma Jeanne Johnson Service Scholarship Mike Synar Center Endowment Michael & Linda Nowicki Endowed Scholarship for Non-Traditional Students SINCO Scholarship Endowment Stacy Michelle Taylor Memorial Scholarship Oral G. Sizemore Scholarship Teacher Education Scholarship NSU Alumni Association Legacy Scholarship Don & Fran Smith Scholarship Bob Thomason Memorial Scholarship LaFerne Smith Memorial Scholarship Evelyn R. Woods Thomson Memorial Stipend Dennis & Billie Letts Scholarship Dr. Justin and Jennifer Lindsey Endowed Optometry Practice Management Award Dr. Valgene Littlefield Debate Scholarship Dr. Betty Ritch Lombardi Memorial Scholarship Dr. Tiffany Maher Memorial Scholarship Kristi Malenski Leadership Tahlequah Scholarship Donald Ernest Maritt Merit Scholarship Dr. John Marouk Endowed Fund Charlene Mason Memorial Scholarship Masonic Leadership Endowment James D. Ogletree Scholarship Optometry General Scholarship Endowment Burl & Barbara Overmon Scholarship David Pan Endowment Thelma Parker NSU/Oklahoma Music Hall of Fame Scholarship Dr. John Pembroke Practice Management Award Pioneers in Optometry General Endowment Wellon B. & Verna Dean Poe/ Betty Lackey Hefner Scholarship Mary Tennessee Lynn Smith Memorial Scholarship Shawntel Smith Scholarship Dan Sullivan Scholarship Allen and Elizabeth Timmons Endowed Scholarship for Education Wadley Family Endowment for Athletics Lorena F. Walker Memorial Scholarship George Wallace Memorial Scholarship Dr. L. E. Wallen Memorial Scholarship Wal-Mart Supply Chain Management (Logistics Emphasis) Endowed Scholarship Nancy Ward Scholarship Dr. William J. “Bill” Ward Memorial Scholarship Dr. Feron G. Waters Library Endowment Francis Wheeler Athletic Support Scholarship Endowment Dr. Dorothy Willey Memorial Scholarship Dr. Al Williams Scholarship Dr. Larry & Pam Williams Endowed PLC Scholarship Diane Willis Endowment Winters Family Scholarship for Students with Physical Disabilities Darrell Wilson, Sr. Memorial Scholarship Dr. Stephen Smith Scholarship William Frank Tolbert Endowed Chair for Business Society of Physics Students Scholarship William Frank Tolbert Memorial Scholarship Southwest Contact Lens Society Scholarship Calvin Turnbow Scholarship Southwestern Bell Endowed Lectureship for the Performing Arts Maurice & Clarice Turney Scholarship Dr. L. P. Woods Endowed Lectureship in Mathematics University Services Scholarship L. P. Woods Endowed Scholarship Denise Spears Roddy Award for Leadership Dr. Hank Van Veen Award for Outstanding Clinician Ben Hollywood Ziegler Memorial Scholarship Reba Starr Robison Keys HS Scholarship Harry T. & Nancy A. Vanhooser Memorial Scholarship Dr. William M. Wilson Family Merit Scholarship Joy Blakemore Wiseley Memorial Scholarship www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 27 Annually Funded Scholarships & Programs Scholarships Georgia-Pacific Foundation Scholarship David Gordon Memorial Fund AAUW Scholarship Green Country Funeral Home Scholarship Darren & Eric Alexander Scholarship Dr. Robert Greubel Memorial Scholarship Helen L. Alred Memorial Scholarship Ken and Leigh Ann Hancock Scholarship Adopt-A-Player Scholarships Frank Haven Memorial Scholarship Dr. Sally Armstrong Scholarship Health Science Scholarship Dr. Janet Bahr Scholarship Margret Blan Memorial Scholarship Dr. William “Pipes” Heck Memorial Scholarship Broken Arrow Community Scholarship Psychology & Counseling Book Scholarship Dr. Brian Rader Memorial Scholarship PROGRAMS RISE Scholarships Athletics Herb Rozell Scholar Program Adopt-A-Player Program SNAG Scholarship Athletics (general) Scottish Rite/Rite Care Clinic Scholarship Baseball Preston Smith Memorial Scholarship Dr. Dan DeLoache Field Fund Mary Stratton Optometry Award Football Ray Heinicke Memorial Scholarship Dr. Rennard Strickland Scholarship Hall of Honor Bertie Carter Memorial Scholarship Matthew O. Henderson Scholarship Tau Kappa Epsilon Apollo Scholarship Men’s Basketball Cherokee Promise Plus Scholarship Wiley Charles Hickey Memorial Scholarship Trail of Tears Remembrance Association Scholarship Men’s Golf Kenneth Hoar Scholarship Robert S. & Helen Grey Trippet Foundation Scholarship Multipurpose Event Center Kim Cherry Housing Scholarship College of Education General Scholarship Fund College of Liberal Arts General Scholarship Fund College of Science & Health Professions General Scholarship Fund Johnson Scholarship Foundation Scholarship Barbara Fern Jones & Delpha Mae Moore Memorial Scholarship for Nursing Dr. Tim Jones Memorial Scholarship Dr. Steve & Penny Turner Scholarship William M. Ulrich Scholarship Dr. Jim Walker Memorial Fund Waters Health Scholarship Men’s Soccer NCAA Basketball Hall of Fame Softball Spirit Staff Women’s Basketball Women’s Golf Dr. Randall Cox & Friends Scholarship Deborah Joseph Memorial Scholarship Don “Chief ” Crittenden Memorial Scholarship Lewis B. Ketchum Memorial Scholarship Lambda Chi Alpha Scholarship Dr. Roger West Scholarship Women’s Tennis Callie Davis & Kenneth E. Jones Sr. Scholarship for Elementary Education Licensing Scholarship Jerry White Memorial Scholarship Light The Way Scholarships Lawrence White Family Foundation Scholarship College of Business & Technology The Doors Scholarship Phillip Driskill Scholarship Charles Faudree Scholarship Finance Alumni Scholarship Mary Lou Chastain Floyd Memorial Scholarship Miss NSU Pageant Scholarships Lois Nichols Memorial Scholarship Trapper Harmon White & George Harmon White Sr. Memorial Scholarship Oklahoma Treatment Services Scholarship William E. (Bill) White Scholarship Overcoming Adversity Scholarship Joy Blakemore Wiseley Memorial Scholarship NSU-Muskogee Scholarships Foundation for Tulsa Schools Scholarship Warren D. Poteete Memorial Scholarship Kris Frye Memorial Scholarship President’s Leadership Class Scholarships Toni Garner/Delta Zeta Scholarship PIKE Alumni Association Scholarship General Scholarships Betty Price Scholarship 28 James W. Watkins & Irene Morgan-Watkins Memorial Scholarship Northeastern State University Foundation | 2014 Annual Report Anne & Henry Zarrow Foundation Scholarship Women’s Soccer College of Business & Technology (general) Accounting & Finance Environmental, Health, & Safety Program Hospitality & Tourism Management Info Systems & Technology Info Systems & Technology-Broken Arrow Management VITA Program-Broken Arrow College of Education College of Education (General) College of Education-Broken Arrow Bagley Alumni Fund Curriculum & Instruction Early Childhood EFL: Teaching & School Administration Edubots (Education Robotics) Elementary Education Full Intern Award Dr. Kay Grant Retirement Fund Health & Kinesiology International Activity Fund Psychology & Counseling Psychology Student Research Reading Reading-Broken Arrow Resource Room Special Education Student Council for Exceptional Children Wadley Center Book Fund Capitola “Cappi” Wadley Reading & Technology Center Galaxy of Stars Biology Graduate College Geography Chemistry Great Expectations Humanities Computer Science Green & White Room Renovation Jazz Studies Environmental Science Haskell Hall Renovations Landforms Geography Field Trips Family & Consumer Sciences Honors Program Language & Literature Geology Field Trips Housing/Residential Life Language & Literature-Broken Arrow Math Human Resources Training Media Studies Natural Sciences Indigenous Leadership Center Music Nursing Faculty Development Jack Dobbins Court Opera/Theatre Workshop Occupational Therapy Lab James Kimbrough Living Garden Piano Occupational Therapy Program Library Beautification Political Science Science Building Sarah Brick Archer Library Memorial Fund River City Players Speech Language Pathology Library-Broken Arrow Social Work Other Clarence G. Oliver Plaza Social Sciences Spanish Administration Building First Floor Women’s Bathroom Summer Camps Alumni Association President’s Leadership Class Activity Fund Carrie Underwood Downtown Country American Indian Alumni Association President’s Ambassador Network Dr. Sharon Winn Memorial Fund Society of American Indian Professionals President’s Discretionary Fund Writing Center-Broken Arrow Archives President’s Professional Development Auxiliary Services Redmen Heritage Wall BancFirst Centennial Fund RiverHawk Food Pantry The Big Event Senior Class Gift Bob Berry Beautification Fund Staff Council Broken Arrow Campus Student Affairs Business Affairs-Broken Arrow Student Affairs-Broken Arrow Campus Beautification Student Affairs-Health/Wellness Campus Police Student Affairs-Leadership/Service Career Services Student Catastrophic Event CASE Building Student Financial Services Center for Teaching & Learning Student Financial Services-Broken Arrow Communications & Marketing Mike Synar Technology Center NSU Oklahoma College of Optometry NSUOCO (General) College of Liberal Arts Clinical Equipment Planned Replacement College of Liberal Arts (General) Design & Planning Fund Advertising Club Embrace the Vision General Fund Army ROTC Cadet Fund George Foster Legacy Fund Art Low Vision Room Band Tahlequah Campus Specialty Care Clinic Cherokee Language Lesley L. Walls Vision Center at NSUBA Choral College of Science & Health Professions Criminal Justice Criminal Justice-Broken Arrow Debate Drama Maintenance-Broken Arrow College of Science & Health Professions (General) Physical Plant Maintenance Continuing Education Symposium on the American Indian Delta Leadership Program-Broken Arrow University Center-Equipment/Renovations Enrollment Management-Broken Arrow Video Technology Services FlintCo Fund Winters PLC Program Fund www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 29 Memorial benches Rest a while, read a book, talk to a friend. Creating a more user-friendly, comfortable environment is the inspiration behind the Northeastern State University Foundation’s Memorial Bench Program. The goal is to place handsome practical park benches that compliment the campus landscaping and traffic patterns, and offer visitors, as well as students, faculty, and staff, the opportunity to relax and enjoy the beauty that surrounds them. History and tradition are the hallmarks of the Tahlequah Campus, founded on the site of the Cherokee National Female Seminary. The addition of benches throughout campus enhances the historical appeal of Oklahoma’s oldest state university and provides a lasting legacy for generations of NSU students. Through the generosity of friends and alumni of NSU, the first benches, made possible through the Memorial Bench Program, were placed on campus during the spring of 2002. Each bench includes a copper nameplate honoring the donor or the individual in whose memory the bench is endowed. Many friends of the University have already committed to endow benches, and others are considering benches for memorials and honorary gifts. To endow a bench requires a tax-deductible contribution of only $1,500. For more information, contact the NSU Foundation. A Gift from Alpha Sigma Alpha A Gift from Lyle and Annette Haskins In Memory of Dr. Jim Schooley In Memory of Sarah Brick Archer A Gift from Steven Daniel Jacobs In Memory of Lloyd and Lillian Slagle In Honor of Dr. Isabel Baker In Memory of Koby & Claudia Jones A Gift from Sigma Sigma Sigma A Gift to Mary Battenfield from Her Loving Husband In Memory of Neal O. Jones In Memory of Luceal Stanford A Gift from President Don & Susanne Betz In Memory of Oliver W. and Cathryn B. Jones Honoring the Strong Women of our Past and Future A Gift from The Burris Family In Memory of Charles F. King In Honor of Dean Ron Cambiano Dr. Irwin D. and Susan Agnew Loeser Descendants To Commemorate the Investiture of Dr. Steve Turner A Gift from Roy and Mary Cartwright In Memory of Inez Turney A Gift From Leo C. Mayfield In Memory of George W. Underwood In Memory of Ken “Kinky” McDaris Dedicated to James P. Walker, Ph.D. A Gift from Delta Zeta Sorority A Gift from Jeanette N. McQuitty In Memory of Francis E. Wheeler In Memory of Don Easterling Dr. Robert A. McQuitty In Memory of Dr. Ted Fisher Dedicated to Instrumental and Vocal Music Students 1962-67 A Gift from President and Mrs. Larry Williams In Loving Memory of Patrick “Wookie” Davis In Memory of Laura Fruge In Memory of Stan Fulson, O.D. In Honor of Floyd Norris In Memory of Dr. Robert Greubel A Gift from President Leadership Class Alumni In Memory of Dr. Dan Hansen A Gift from Robert R. Roady 30 Northeastern State University Foundation | 2014 Annual Report In Memory of Herb Bynum Willis A Gift from Ann Daniel Woods and L.P. Woods, Jr. In honor of all those that help support this great university Ways to give The NSU Foundation helps fulfill NSU’s mission to empower students, faculty, staff and the community to reach their full intellectual and human potential by creating and expanding a culture of learning, discovery and diversity. Gifts of Cash Cash is the most common form of gift that comes to the NSU Foundation. Your gift of cash, like other gifts, can be directed to any fund, specific scholarship, or program, which are listed on pages 26-29. Gifts of Securities or Real Property Contributions of stock or real estate with appreciated value are another way to lend support. When the NSU Foundation acquires your gift of appreciated stock or property, you receive a tax deduction equal to its fair market value and avoid costly capital gains tax on the increase in value. Gifts-in-Kind Your donations of software, licenses, services, vendor products, art, books, and other property also support the mission and programs of NSU. These gifts-in-kind allow us to use our resources for other needs while you get a credit for your support. Contact us for guidelines and acceptance policy regarding gifts-in-kind. Charitable Gift Annuities A deferred gift, such as a charitable gift annuity, is a great way to make a significant contribution. In exchange for your gift of cash or property, the NSU Foundation guarantees you a lifetime of income. Charitable Remainder Trust Your charitable remainder trust can be funded during your lifetime or through a testamentary disposition. Each provides life income for designated beneficiaries, which can include you. Life Insurance Naming the NSU Foundation as the owner and beneficiary of your life insurance policy is also an option, especially when your policy has a face amount that is much greater than the amount you can afford to give in cash. This ensures that future premium payments made by you are taxdeductible. Pay the entire policy, or make annual contributions to the NSU Foundation for the cost of premiums. Wills and Trusts The NSU Foundation can also be named as beneficiary in the wills and trusts of Northeastern alumni and friends. You can elect to leave all or part of an estate to benefit the university. The NSU Foundation Guardian Society honors individuals with outstanding discernment—a special group of visionaries who look beyond the present to the future of our university. This includes friends of Northeastern who are heroes to the students whose lives are changed through their generosity. By naming the NSU Foundation in their wills or trusts these individuals have designated all or a portion of their estate to be used for endowment or other special purposes. Honorees also include those who have arranged a charitable gift annuity with the NSU Foundation. These philanthropic donors are sharing their assets with NSU, while maintaining an economic stream for their lifetime. Other members have made the NSU Foundation a beneficiary of their life insurance or retirement plan accounts. These donors invest in the future of Northeastern, and in doing so, reaffirm their commitment to permanence. Leave a Lasting Legacy with an Endowment When you establish an endowment with the NSU Foundation, you: »»Enable Perpetual Support Your gift toward an endowed fund creates never-ending support for students, faculty, and programs. »»Ensure a Strong Future Your endowment is an investment in the future of Northeastern State University. As it grows, the university gains additional support. »»Enact a Lasting Legacy Your endowed fund is a wonderful way to pay tribute to a family member, loved one, classmate, or professor. Created in perpetuity, your endowment has a long lasting legacy associated with NSU. Endowed funds are reminders of the great support provided by those who came before. Be sure to consult with a qualified professional before you draft your will or trust, and review it often. Sample language is available for any of the bequests listed above. For additional information on donations, wills, bequests, gift acceptance policy, or planned giving in general, please contact the NSU Foundation at 918-458-2143. www.nsugiving.com | 918-458-2143 | 812 N. Cedar Ave. | Tahlequah, OK 74464 31 812 N. Cedar Ave. Tahlequah, OK 74464 Return Service Requested Emerald ball October 30, 2015 Homecoming October 31, 2015 NSU Alumni Association 918.458.2143 www.nsualumni.com