Facebook Twitter LinkedIn Instagram YouTube Merit
  • Contact Us
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • About
    • Mission, Vision, and Values
      • Notable Members
      • Founders’ Day
    • Leading in the 21st Century: FY 2022-24 O∆K Strategic Plan
    • Fast Facts
    • Leadership
      • Board of Trustees
      • Emeriti Trustees
      • Student Advisory Board
      • Staff
    • Governance
      • 2023 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, Foundation Presidents, and Board Chairs
      • Circle Installations
    • Commitment to Diversity and Equal Opportunity
  • Members
    • Prospective Members
    • Collegiate Members
    • Lifetime Members
      • Help Our Circles Thrive
      • Become a National Level Volunteer
      • Governance and Fundraising Volunteer Opportunities
      • OΔK Speakers Bureau
    • Member Benefits
    • Update Your O∆K Record
    • Read The Circle
  • Programs
    • Clay Leadership Development Grants
    • National Leadership Conference
      • 2023 National Leadership Conference
      • Past National Conventions
    • National Leadership Awards
    • Scholarships
    • National Day of Service
      • National Day of Service Report
      • 2021 National Day of Service Stories
    • Stone Ethical Leadership Challenge
    • Listen Up OΔK Leaders!
    • OΔK Speakers Bureau

Omicron Delta Kappa

Omicron Delta Kappa
  • About
    • Mission, Vision, and Values
      • Notable Members
      • Founders’ Day
    • Leading in the 21st Century: FY 2022-24 O∆K Strategic Plan
    • Fast Facts
    • Leadership
      • Board of Trustees
      • Emeriti Trustees
      • Student Advisory Board
      • Staff
    • Governance
      • 2023 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, Foundation Presidents, and Board Chairs
      • Circle Installations
    • Commitment to Diversity and Equal Opportunity
  • Members
    • Prospective Members
    • Collegiate Members
    • Lifetime Members
      • Help Our Circles Thrive
      • Become a National Level Volunteer
      • Governance and Fundraising Volunteer Opportunities
      • OΔK Speakers Bureau
    • Member Benefits
    • Update Your O∆K Record
    • Read The Circle
  • Programs
    • Clay Leadership Development Grants
    • National Leadership Conference
      • 2023 National Leadership Conference
      • Past National Conventions
    • National Leadership Awards
    • Scholarships
    • National Day of Service
      • National Day of Service Report
      • 2021 National Day of Service Stories
    • Stone Ethical Leadership Challenge
    • Listen Up OΔK Leaders!
    • OΔK Speakers Bureau
  • Circles
    • Find a Circle
    • Membership Fees
    • Circle Officers (Advisors and Student Officers)
      • Dates and Deadlines
      • Member Management System
      • Monthly Officer Updates Newsletter
      • Recruitment and Selection
      • Initiation
      • Branding, Templates, and Downloads
      • Circle Reports and Forms
      • Recognition and Awards
      • Webinars and Training
    • Resources to Promote Leadership Embracing Diversity, Equity, and Inclusivity
      • Glossary of Terms
      • Organizations Advocating for Social Justice
      • Publications Focused on Diversity, Equity, and Inclusivity
      • Websites Focused on Diversity, Equity, and Inclusivity
      • Circle Programming and Practices
    • Establish a New Circle
      • Extension Process
    • Contact Us
  • Shop
  • Donate
    • Give Now
    • The Campaign for Our Second Century
      • Campaign Giving Opportunities
      • Scholarships for Collegiate Members
      • Opportunity Fund (Gift of Membership)
      • Key Fund
      • Developing the Campus Leaders of Today
      • Collaborative Leadership Initiatives
      • Preservation, Renovation, and Expansion of National Headquarters
      • Campaign Initiatives Supported to Date
    • Ways to Give
      • Planned Giving
      • Charitable Gift Annuities
      • Heritage Society
    • Gift Acceptance Policies
    • Endowment Information
    • National Day of Giving
    • State Charitable Registration Disclosures
  • Circles
    • Find a Circle
    • Membership Fees
    • Circle Officers (Advisors and Student Officers)
      • Dates and Deadlines
      • Member Management System
      • Monthly Officer Updates Newsletter
      • Recruitment and Selection
      • Initiation
      • Branding, Templates, and Downloads
      • Circle Reports and Forms
      • Recognition and Awards
      • Webinars and Training
    • Resources to Promote Leadership Embracing Diversity, Equity, and Inclusivity
      • Glossary of Terms
      • Organizations Advocating for Social Justice
      • Publications Focused on Diversity, Equity, and Inclusivity
      • Websites Focused on Diversity, Equity, and Inclusivity
      • Circle Programming and Practices
    • Establish a New Circle
      • Extension Process
    • Contact Us
  • Shop
  • Donate
    • Give Now
    • The Campaign for Our Second Century
      • Campaign Giving Opportunities
      • Scholarships for Collegiate Members
      • Opportunity Fund (Gift of Membership)
      • Key Fund
      • Developing the Campus Leaders of Today
      • Collaborative Leadership Initiatives
      • Preservation, Renovation, and Expansion of National Headquarters
      • Campaign Initiatives Supported to Date
    • Ways to Give
      • Planned Giving
      • Charitable Gift Annuities
      • Heritage Society
    • Gift Acceptance Policies
    • Endowment Information
    • National Day of Giving
    • State Charitable Registration Disclosures

Endowment Information

Endowment funds for Omicron Delta Kappa are held by the Omicron Delta Kappa Society and Educational Foundation, Inc. As of June 30, 2021, there were 19 funds managed and held by the organization with a total value of $2,614,414. Included among the endowed fund are more than 20 scholarships, several circle grants, one for national awards, and two for programs and operations. The minimum amount necessary to establish an endowed scholarship fund is $25,000. The minimum amount for establishing an endowed circle fund is $10,000. After an initial donation is made, the endowment minimum must be reached within a five-year period.

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 on 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.

investmentpolicyfy2022

 

Attachments

  • investmentpolicyfy2022 (135kb)

Primary Sidebar

Prospective Members Collegiate Members Lifetime Members Circle Officers

Give Now!

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

Facebook Twitter LinkedIn Instagram YouTube Merit

Copyright © 2023. All Rights Reserved.
O∆K, a registered 501(c)3 nonprofit, is a member of the Honor Society Caucus.

 

Johnson Center for Leadership 
O∆K National Headquarters
224 McLaughlin Street
Lexington, Virginia 24450-2002
1-877-ODK-NHDQ (635-6437)
odknhdq@odk.org

Privacy and Website Policy
Diversity, Equal Opportunity, and Hazing Statements

Web Development by Charlottesville SEO Web Development, LLC

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