Phi Gamma Delta PL Monthly Update  
 
 
 
PL Monthly Update - October 2021
 

In This Issue

October Reminders

#JoinTheFight Against Hazing & Amnesty Program

Tax Filing Requirements

Fraternity Billing & Reporting

Behind Happy Faces

Courageous Leader Award

Advisor Role in Officer Elections

 
 

Purple Legionnaires,

The Purple Legionnaire Monthly Update is designed to give you pertinent reminders and updates and is sent each month following the administrative edition of The Friday Letter.

Through the course of the academic year you can find the current and previous months' update on the Fraternity website and posted in the Purple Legionnaire Facebook Group.

 
October Reminders

 • Check-in with your Section Chief.
 • Attend a chapter and/or cabinet meeting (virtually or in-person).
 • IRS Form 990 submitted by November 15.
 • Start planning for officer elections.
 • Attend a chapter and/or cabinet meeting.
 • Ensure chapter updates elected officers with IHQ and campus.
 • Potential officers should be made aware of Fiji Academy.
 • Begin planning officer's leadership/transition retreat with cabinet and BCA - if in-person, follow local and CDC guidance: location, travel, materials, speakers.
 • Check-in with New Member Educator(s) on program status and upcoming speakers.
 • Check status of big brother/little brother program.
 • Determine status of GreekLifeEdu completion. Contact Andrew Depew with questions. 
 • Check on new members' academic status and overall chapter performance. 
 • Keep BCA, house corporation informed.
 • Re-evaluate chapter calendar, adjust as necessary.
 • Check status of fall newsletter & Pig Dinner planning.

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#JoinTheFight Against Hazing & Amnesty Program

Thank you to those who participated in our recent #JoinTheFight Against Hazing campaign. This effort goes well beyond National Hazing Prevention Week, as Phi Gamma Delta continues to work diligently to eliminate and prevent hazing. We need your assistance and support in this continued effort.

The Fraternity's preferred approach is to eliminate hazing by working with chapters, not by automatically closing them. The Archons have updated the Amnesty Policy, which now allows chapters to admit to that it has violated Fraternity law and/or policy, including hazing, and enter into a Diversion Agreement in lieu of punishment. The Fraternity will then work with that chapter to implement steps to eliminate the practices that violated Fraternity law and/or policy. 

If you have concerns and feel your chapter needs to consider using this process, we encourage you to make these concerns known to your cabinet and review with them the Amnesty Diversion Plan. Even if you do not have concerns, we ask that you educate your cabinet on this process as an option should they have concerns.

Questions may be directed to your Section Chief or a member of the Headquarters staff.

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Tax Filing Requirements

All nonprofit entities in the United States, including undergraduate chapters, are required to file an annual tax return with the IRS. The return is some version of the Form 990 and is due by the 15th day of the fifth month following the close of the fiscal year. For those chapters that have adopted a fiscal year end consistent with the Fraternity's on June 30, this is due by November 15. 

We ask Purple Legionnaires and/or appropriate BCA members to work with your Chapter Treasurer to ensure the 990 is filed on time. Most undergraduate chapters may file the 990-N (less than $50,000 in gross receipts) or 990-EZ (less than $50,000 in gross receipts). Chapters using Legacy Financial can file for free using file990.org.

Nonprofit entities that fail to file the annual return for three consecutive years will have their tax-exempt status revoked. The loss of tax-exempt status means that the entity must operate as a for-profit entity, with its revenue, such as dues and rent, subject to income tax. To see if your chapter is on the revocation list, go to this page on the IRS website. The Fraternity may also be able to direct you to assistance if your tax-exempt status has been revoked. Contact CFO Will Shier.

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Fraternity Billing & Reporting

Please work with your chapter officers to ensure that new/recent initiates are reported through the online chapter roster. As the chapter completes fall recruitment, it is important to remind the officers and new members that all new members must register through the Phi Gam website within 15 days of pledging.

Undergraduate chapters were recently billed for annual membership dues. As a reminder, the 2021 is $115 per man, reflecting an approved increase by the 2020 Ekklesia. The Fraternity is offering two different payment options for fall 2021 membership dues:
 1. Pay in full by October 20: Subtract 10% from total bill (pay 90% of the total). OR
 2. Pay in three equal installments: Payments are due October 20, November 20 and December 20. The first payment must be received by October 20, and finance charges will begin to accrue for any unpaid balances after December 20.

The Fraternity is now accepting the following payment methods for these due:
 • Mailed check to P.O. Box 4599, Lexington, KY 40544-4599 
 • Debit or credit card, click here.
 • ACH payment transfer. Call IHQ for account information.
 • Zelle payment application. Use awatson@phigam.org to locate account.

Please review the Mandatory Forms & Fees document or contact Amy Watson if you have any questions.

As an advisor to an undergraduate chapter/colony, it is important that you are familiar with pertinent campus policies/requirements and help to educate your undergraduate officers on those policies as well. This includes, but is not limited to, those related to recruitment, risk management, social event planning and new member education. This is especially important to know this time of year.

If you have not recently done so, reach out to your campus Greek Advisor and ask them to provide you with these items. This may also provide you with a good opportunity to (re)introduce yourself and develop this important relationship.

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Behind Happy Faces - Mental Health Resources for Advisors

The Behind Happy Faces Mental Health program is a series of 15-20 minute peer-led modules that come with PowerPoints, videos and easy to use facilitation guides. This allows undergraduate members to share personal experiences regarding mental health issues and challenges. Your chapter's Field Secretary has been trained to be able to offer the first session with the chapter during their visit. 

Additionally, you can find a Mental Health Workshop for graduate advisers in our online Learning Management System (you must be logged into phigam.org to access). For additional information on implementation, contact Assistant Director of Education Andrew Depew or visit phigam.org/bhf.

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Courageous Leader Award

Phi Gamma Delta created the Courageous Leader Award to recognize brothers, new members, parents, house mothers, Greek advisors and friends who have gone above and beyond in courageously living the values of Phi Gamma Delta.

Award winner(s) will be announced in early January 2022, and nominations are due by October 31 to be considered. For more details or to nominate a courageous leader, visit phigam.org/CourageousLeaderAward

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Advisor Role in Officer Elections

Purple Legionnaires and BCA members have an important role to play in undergraduate officer elections. Here are a few suggestions to best assist your chapter:

Review Phi Gamma Delta's laws regarding the election of chapter officers. This memo contains the information your officers need for the process to run smoothly. 
 • Offer to meet with brothers interested in being nominated for chapter office and help them to understand their responsibilities if elected.
 • Be present during the election and offer suggestions as needed.
 • Facilitate the transition from one cabinet to the next, preferably including an officers’ retreat.
 • Work with the outgoing cabinet to ensure that new officers are updated appropriately in the chapter's online chapter roster following elections. This allows the new officers to receive appropriate communications. 

Please contact your chapters’ Field Secretary with any questions.

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Thank you for the important work you do to advise our chapters and colonies. If you have questions, or need assistance, please do not hesitate to contact us.

Perge!

Copy: Section Chiefs, Field Secretaries 

 
 

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1201 Red Mile Road, P.O. Box 4599
Lexington, Kentucky 40544-4599
phigam@phigam.org  |  859.255.1848