• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Coronavirus and COVID-19
  • Shop OΔK
  • Find a Circle
  • Career Resources
  • Contact Us
Omicron Delta Kappa

Omicron Delta Kappa

  • Home
  • About OΔK
    • Mission, Vision, and Values
      • Founders’ Day
    • Fast Facts
    • Leadership
      • Board of Trustees
      • Emeriti Trustees
      • Student Advisory Board
      • Staff
    • Governance
      • 2021 Elections for Student and Faculty/Staff Trustees
      • Articles of Incorporation
      • National Bylaws
      • Governing Committees
      • Operating Committees
      • Omicron Delta Kappa Policies and Procedures
    • History of the Society
      • Our Founders
      • Toward a More Inclusive Society
      • Women in Omicron Delta Kappa
      • Former National Presidents and Board Chairs
      • Notable Members
      • Circle Installations
  • Members
    • Why Join Omicron Delta Kappa?
    • Qualifications for Membership
    • Apply for Membership
    • Member Benefits
    • Share Your News
    • Update Your Contact Info
    • Commitment to Diversity and Equal Opportunity
  • Programs
    • Listen Up OΔK Leaders!
    • Clay Leadership Development Grants
    • National Virtual Initiation Ceremony
    • National Leadership Conference
      • 2021 National Leadership Conference – Online
      • Past National Conventions
    • National Day of Service
      • National Day of Service Report
      • 2020 National Day of Service Stories
    • Scholarships
    • National Leadership Awards
    • Stone Ethical Leadership Challenge
    • True Colors
  • Get Involved
    • Volunteer to Help O∆K
      • Help Our Circles Thrive
      • Become a National Level Volunteer
      • Governance and Fundraising Volunteer Opportunities
    • News from Omicron Delta Kappa
    • Resources to Promote Leadership Embracing Diversity, Equity, and Inclusivity
      • Glossary of Terms for Conversations About Diversity, Equity, Inclusivity, and Social Justice
      • Circle Programming and Practices Promoting Diversity, Equity, and Inclusivity
    • O∆K Leadership Matters
    • Find Your Local Circle
    • Establish a New Circle
      • Extension Process
    • Read The Circle
    • Blog
    • OΔK Speakers Bureau
  • Circle Officers
    • Dates and Deadlines
    • New for 2020-21
    • Monthly Officer Updates Newsletter
    • Membership Management System
    • Recruitment and Selection
    • Initiation
    • Branding, Templates, and Downloads
    • Membership Fees
    • Recognition and Awards
    • Circle Reports and Forms
    • Webinars and Training
    • Contact Us
  • Donate
    • Give Now
    • Ways to Give
    • Planned Giving
      • Heritage Society
    • Gift Acceptance Policies
    • Endowment Information
    • National Day of Giving
  • Shop OΔK
  • Find a Circle
  • Career Resources
  • Contact Us

Endowment Information

Endowment funds for Omicron Delta Kappa are held by the Omicron Delta Kappa Society and Educational Foundation, Inc. As of June 30, 2020, there were 19 funds managed and held by the organization with a total value of $1,894,582. Included among the 19 funds are 15 for scholarships, one for circle grants, one for national awards, and two for programs and operations. The minimum amount necessary to establish an endowment fund is $25,000. A fund can be established initially with $5,000 and the remaining $20,000 added during the next four years.

Investment Manager

Omicron Delta Kappa’s endowment funds are managed by the Investment Subcommittee of the Finance Committee of the Board of Trustees with the guidance of outside investment counsel.

Endowment Spending

The Investment Spending Policy for endowments managed by Omicron Delta Kappa allows for a distribution of up to five percent on a four-year rolling average, calculated annually at December 31. These amounts are included in the budget for the following fiscal year. The revenue from these investments provide funds for general scholarships and relieves the annual/operating fund from responsibility for scholarships. In addition, budgeting for the named funds and their programs is based on this same spending policy and calculations.

Investment Policy

Omicron Delta Kappa’s investment policy may be reviewed below.

 

Attachments

  • investmentpolicyfy2018 (134kb)

Primary Sidebar

About the Organization

The Omicron Delta Kappa Society and Educational Foundation is governed by a Board of Trustees and is a 501(c)3 organization. The bylaws are located on the About tab under Governance.

The most recent audit of the Omicron Delta Kappa Foundation, Inc. and the IRS Form 990 tax return can be found at guidestar.org.

Unrestricted Gifts
When you give an unrestricted gift to OΔK, we spend your money on the Society’s most pressing needs. The trustees of Omicron Delta Kappa determine their use, typically for general scholarships, leadership programs, and circle support. Unrestricted gifts can go a long way toward providing more freedom for us to focus on introducing new initiatives and programs that will help propel OΔK forward. Unless donors indicate that a gift is restricted, all gifts to OΔK are considered unrestricted.

Restricted Gifts
Restricted gifts indicate how you would like to see your dollars used. You may wish to underwrite a scholarship, a leadership development program, or to fund a guest speaker. These are all examples of restricted gifts. The donor has clear intentions for how his or her money should be spent and OΔK honors those wishes.

Footer

Copyright © 2021. All Rights Reserved.
O∆K is a member of the Honor Society Caucus.

Omicron Delta Kappa National Headquarters
224 McLaughlin Street
Lexington, Virginia 24450-2002
1-877-ODK-NHDQ (635-6437)
[email protected]

Privacy Policy
Diversity, Equal Opportunity, and Hazing Statements

Web Development by Charlottesville SEO Web Development, LLC

Facebook Twitter LinkedIn Instagram

This site uses cookies to maintain the highest quality performance. By using this site you consent to our privacy and cookies policy.