Mandatory Forms & Fees

Financial & Membership Forms & Fees

This resource is intended to help chapter treasurers plan their chapter’s annual budget. It includes membership fees, insurance incentives & surcharges, accounting penalties and important forms.

Contact the Director of Membership & Operations with any questions.

Fees & Penalties

Annual Membership Dues

$125/brother
Billed semiannually at $62.50. Invoices for the fall semester and spring semester will be emailed in late-September and late-January, respectively. There is no exemption or reduction for fifth year seniors. The chapter must submit roster updates to ensure accurate billing. The deadlines are September 13, 2024 (fall) and January 10, 2025 (spring).
      

Event Registration Fees

  • Academy: Budget $1,500 – Billed annually. An invoice for the registration fees will be emailed to each chapter in October.
  • Ekklesia: Budget $1,500 + lodging – Billed biennially. An invoice for the registration fees will be emailed to each chapter in April 2026.

Financial Penalties

  • End of Year Penalty: A 10% charge is assessed annually, on June 30, on all amounts owed to the Fraternity that are 60+ days past due.
  • Monthly Finance Charge: A 1% charge is assessed monthly on all amounts owed to the Fraternity that are 60+ days past due.

Initiation Fee*

$350/initiated brother
Brothers must register and pay this fee on the Brother Registration Form once initiated. A 10% late penalty is assessed for registrations and/or fees paid 30+ days after initiation. A processing fee will be added for fees not paid by a brother and invoiced to the chapter.

*Review Fraternity Bylaw Section 18.30 for more information.

Liability Insurance

Budget $250*/brother
Billed semiannually beginning spring 2025. Invoices will be emailed late-January. There is no exemption or reduction for fifth-year seniors. The deadline to update your roster before billing is January 10, 2025.

*This amount may vary annually based upon premiums charged

Insurance Incentives & Surcharges

To encourage chapters’ participation in the following Fraternity programming and initiatives, we provide a variety of incentives and/or surcharges based on a chapter’s completion.

CommunityEdu

Built to Lead & Foundation of Courage

Health & Safety Program - Required

Member Experience Survey

President & Foundation of Courage Chairman LMS Courses

Risk Management Surcharge

Payment Options

  • Mail a Check: Phi Gamma Delta International Headquarters, P.O. Box 4599, Lexington, KY 40544-4599
  • Pay with a Credit/Debit Card: Chapter Payment
  • ACH Payment Transfer: ABA 083000137 ACCT 732099551
  • Wire Transfer: ABA 021 000 021 ACCT 732099551
  • Zelle Payment App: Use awatson@phigam.org to locate account

Reporting Forms

Financial Forms & Reports

Annual Budget

Annual Financial Review

Financial Reporting

IRS Form 990

Member Forms

Graduate Initiation Form

Report of Affiliation