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                    <text>LTG_Proposed Reach Estimates

Reach Assumptions
Partner Organizations
Member
Member
Total
Multiplier
Total
Annual
Monthly
Organizations Individuals Individuals
Multiplier Conference Newsletter
Independent Sector
800
100
8,000
1,000 8,000,000
950 YES
Association of Fund-Raising Professionals
154
20,000
20,000
200 4,000,000
1,000 YES
United Way of America
1,900
100
190,000
50 9,500,000
1,000 YES
National Council of Nonprofit Associations
39
20,000
200,000
50 10,000,000
500 NO
Council on Foundations
1,000
50
50,000
10
500,000
2,500 YES
National Education Association
13,000
2,500,000 2,500,000
2,500,000
YES

February 2001

National or
Regional Systems
Consortium of Systems
Individuals Serving Organizations
National System
State Coalitions of Organizations
National/Regional Organizations
National Organization of Individuals

Page 1 of 1

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                    <text>LTG_Budget_2003-03-01_Budget Summary

K-12 Education in Philanthropy Project
SubAccount

SubAccount

A

B

5701

1996-1997 1997-1998
INCOME
WKKF I (3/1 - 2/28) $30,000
WKKF 1 Grant
Grant Roll-over was $25,029

750,000
25,029

First Cycle
1998-1999

500,000

1999-2000

2000-2001

Second Cycle
2001-2002 2002-2003

250,000

Total

1,500,000

5702

Surdna

25,000

25,000

5704

McGregor (1/1 -12/31)

5705

Anonymous (1/1 - 12/31)

5706

MDE (1/1 - 6/30)

5707

Ford Fdn. (3/1 - 2/28)

66,599

Kauffman * (4/1 - 3/31)

50,000

Mott Fdn* (4/1 - 3/31)

25,000

25,000

Binda*

20,000

20,000

28,000

45,000

87,000

100,000

200,000

200,000

160,000
100,000

600,000

62,500

62,500
65,220

68,181

200,000
50,000

25,000

75,000
40,000

Earl-Beth (Cal Patterson)
Mawby Fund (C.Patterson)
Community Foundations:
C.F. of Muskegon County
Manistee Comm. Fdn.

2,000
1,250

Indiana Humanities Council

2,500

Earned Income:
ARDI
Central Mich. Univ. $6,661.50
INCOME TOTALS:

$0

1,300
6,662
$813,741

2,000
1,250
0
2,500

$690,500

$656,599

$397,220

$193,181

$0

$2,718,250

1 of 3

�LTG_Budget_2003-03-01_Budget Summary

K-12 Education in Philanthropy Project
SubAccount

SubAccount

A

B

1996-1997 1997-1998

First Cycle
1998-1999

1999-2000

2000-2001

Second Cycle
2001-2002 2002-2003

Total

EXPENSES:
5701
5700
5701
5702
5703
5704
5705
5706

5702
1000
5704
1000
1000
1000
1000
1000
1000

5705
5708
1000
5707

5706
1000
1000
1000
1000

5707

WKKF
Personnel (Revised)
Office
Curriculum Development
Challenge Grants
Travel
Dissemination
Technology
WKKF sub-totals
Surdna Foundation
Consultant

347,281
53,877
243,882
44,015
19,007
17,000
49,967
775,029

230,685
25,600
137,400
33,315
20,000
3,000
50,000
500,000

208,121
25,500
11,379
0
5,000
0
0
250,000

786,087
104,977
392,661
77,330
44,007
20,000
99,967
1,525,029

25,000

McGregor Fund
Research (Terry's secretary)
Office
Meetings
Evaluation
"Products"
Education
McGregor sub-totals
Anonymous Donor
Field-testing
Personnel
Sub-Total/Field-testing and Personnel
Residential Institute
Anonymous Donor Totals

25,000

20,000
6,000
1,000
1,000
0
0
28,000

21,000
6,000
10,000
2,000
5,000
1,000
45,000

25,000
7,000
20,000
0
20,000
15,000
87,000

0

0

33,275
68,000
101,275

24,570
66,500
91,070
77,100
168,170

16,405
61,000
77,405
126,700
204,105

126,450
126,450

0

101,275

Michigan Department of Education
Direct Technical Assistance
School Survey - Grant
Web-site - Grant
Residential Institute
MDE sub-totals
0
(Renewable for 2 more years - will be different expenses)

29,000
5,000
2,000
26,500
62500

0

0

0

0

66,000
19,000
31,000
3,000
25,000
16,000
160,000

0

269,750
330,250
600,000

0

29,000
5,000
2,000
26,500
62,500

Ford Foundation*

2 of 3

�LTG_Budget_2003-03-01_Budget Summary

K-12 Education in Philanthropy Project
SubAccount

SubAccount

A

B
1000
1000

1000

1996-1997 1997-1998
Salary
Office Computer
Ford Fdn. sub-totals

0

Kauffman Foundation*
Printing and Publications
Kauffman sub-totals

0

First Cycle
1998-1999

1999-2000

2000-2001

Second Cycle
2001-2002 2002-2003

Total

0

56,400
10,199
66,599

59,220
6,000
65,220

62,181
6,000
68,181

0

177,801
22,199
200,000

0

50,000
50,000

0

0

0

50,000
50,000

Mott Foundation*
Book Research
International Dissemination
Mott Foundation sub-totals

20,000
5,000
25,000

25,000
25,000

25,000
25,000

0

20,000
55,000
75,000

Binda Foundation
Meetings
Summer Institute
Mini-grants
Personnel
Binda Fdn. sub-totals

0

3,000
6,000
1,200
9,800
20,000

3,000
7,000
2,600
7,400
20,000

0

0

6,000
13,000
3,800
17,200
40,000

$708,775

$641,769

$289,325

$194,631

$0

$2,668,298

0

Other Funders Expenses:
Earl-Beth (1996-1997)
Mawby Fund (1996-1997)
Compuers from Comm. Fdns.
Whitehall (G.Boughton)
Brethren (C.Asiala)
Sub-total Comm. Fdn. computers
Sub-total Other Funders
EXPENDITURE TOTALS:

0

3,523
2,246
5,769
5,769
$25,000

$808,798

3 of 3

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                    <text>A Strong Foundation
K-12 Education in Philanthropy Project
Progress Report and Products Worksheet
The Council of Michigan Foundations
Three years ago, the Council of Michigan Foundations created a project without
precedent to revolutionize the way students learn about the power of personal giving.
The K-12 Education in Philanthropy Project set out to expand the popular definition of
philanthropy and to take this ambitious project into schools and homes throughout the
nation, and the world. The broad definition includes the giving of time, talent, and private
citizen action for the common good, without regard for the age or economic status of the
giver.
The visionary nature of the project has been based on organizing a movement, rather than
to sell products. The founders have been motivated by the “felt need” of their own
experience in working closely with youth for over a decade, and their combined expertise
in leading and funding national social change efforts.
As we seek to expand the project, we are reaching out for help in designing our business
strategy. We realize we are selling ideas and behaviors, as well as potential tangible
products. Pundits might even call us “social entrepreneurs.” We need to translate the
successful research and development results or our first three years, in to a self-sustaining
endeavor of national and inter-national scale.
Following is a status report on each aspect of the project:
Curriculum Products
Standards, strands, benchmarks (This is the written set of learning expectations
defining what students should know about philanthropy and be able to do by
grades 5, 8, and 11.) There are four major “standards”. Within each standard,
there are a series of sub-groups of ideas further refining what should be known.
Finally, under each of the strands are a series of very specific benchmarks that
define what the student should know. This work is completed and now needs to
be edited. An overview of the Standards and Strands and a sample of the
benchmarks follows at the end of this paper. Over the summer of 2000, the
elementary teachers (Grades K-5) will be developing a grade level by grade level
set of outcomes that build toward the fifth grade benchmark.
Sample lesson plans. This work is 50 percent completed. We expect to have them
completed by June 2001 or sooner. Over one hundred lessons are finished and are
on the Web-site. Speed of completion is a function of finances. We have the
lesson plan writers available but cannot afford to hire them full-time for a year,
which is what the project will take to complete the sample lessons quickly.

�Service-learning/experiential component. While the project is focused on
concepts and ideas, within each unit there is a “hands-on” experiential component
called service-learning. For example, a unit on the role and history of the Red
Cross may have the students spend a day working on stocking a food cabinet in
support of disaster relief at the local Red Cross Chapter. Each unit has this
component.
Family support. Starting this summer, “Family Recipes” are being infused into
current curriculum as a value-add. These provide families with specific ideas for
assisting their child in learning the philanthropy content.
National lesson plan competition. The competition is being launched with the
Spring 2000 newsletter.
Standardized Assessments
1) Developing ability to move into national standardized tests. The Test is
designed and half the questions are written.
2) We plan to pilot-test the questions on students in the fall of 2000.
3) We plan to assemble three test booklets and field-test them nationally during
the winter of 2001. The final product will be two validated test booklets for
grades 5, 8 and 11 (for a total of six tests) plus banked, validated questions for
future tests.
Teacher Development
All lessons are written by practicing classroom teachers who work in an
environment of strong state-mandated learning objectives. The state objectives
closely parallel the national educational proposed standards.
Teacher Testing of Lessons as a Buy-In Strategy
Each lesson is being field-tested by five other teachers: three in Michigan, two in
other states. Nine hundred teachers from 36 states have volunteered to field-test.
Curriculum Support Products
Definitions for Students
The initial list is completed and on the World Wide Web site: K12edphil.org
Lexicon for Teachers
The initial list is being compiled and attached to the curriculum.
Briefing Papers for Teachers
Eighteen are completed and on the Web. Twenty more are in process.
Bibliographies
We have completed the annotated children’s literature by grade level. Teacher
bibliography is completed, on the Web and being updated.

�Timeline
Philanthropy timelines, historic events, initial U.S. history, world history,
Michigan history are completed and on the Web.
Biographies (people and organizations)
Ten are completed and being edited.
Nonprofit Careers
Internet Links to related web-sites on nonprofit careers.
Lending Library of Books and Materials/Web sales
This component of the project, which has enormous long-term potential, is under
development.
Videos of Leading Nonprofit Thinkers
We are compiling a bank of videos about leading nonprofit thought-leaders. John
Gardner, founder of Common Cause, and the Independent Sector is completed. A
Russ Mawby, Chairman Emeritus of the W.K. Kellogg Foundation video needs
editing, for example.
Textbook, Teacher Guide, Student Guide and CD-ROM
The book outline, book development and CD-ROM development process are
completed. We need approximately $400,000 and a publisher in order to write and
produce the book. The book will have content in economics, geography,
government, history, English language arts and visual and performing arts.
Calendar of Annual Philanthropy Dates
A month by month calendar of the annual dates celebrated in the general culture
(Memorial Day), days specific to philanthropy (Make a Difference Day), and
other related days (Kawanza) and how these days might be used to teach
philanthropic behavior. Ready for final editing.
Wish List
Following is a list of ideas we could produce with time and support:
1) Original children’s literature.
2) Original theater, music, dance, movies.
A Chicago musician is writing original music. He will share the print versions
for our newsletter for the option of advertising. We would like to buy the
permanent royalty rights. He is willing to compose and perform the music on
video and audio-tape, provide the print music and a teacher lesson guide for
$10,000 per song for the permanent royalty rights.
3) Print possibilities:
Classroom posters and materials.
Workbooks.
Games.

�Collateral material such as T-shirts, bags, coffee mugs, etc.
Teacher Professional Development (could be both vehicle and a product)
Summer Residential Institutes
Summer 1999
30 new teachers/CEU and graduate credit was
offered. Each teacher produced a new unit for the
curriculum.
Summer 2000
50 new teachers scheduled for Michigan.
30 new teachers scheduled for Kansas.
20 new teachers potentially from another Michigan
county.
Four additional counties interested in involvement
during the 2000-2001 school year.
Philanthropy Educators Association
The membership association, with special Web access, is under development and
will be announced at the summer institutes. Market research is completed on a
selected group of related national and state professional educators’ associations
that will inform our work.
Inservice and Curriculum Development, district by district
Michigan districts currently interested include Calhoun, Eaton, Marquette and
Berrien counties. Private foundations will support this effort.
Masters Degree Program
Discussion is underway with Ferris State University. Michigan produces one out
of every 10 teachers in the nation and has major teacher education programs.
Michigan State University (which is evaluating this project) has the No. 1 college
of education in the country.
Undergraduate Teacher Preparation
The preparation will be conducted within the disciplines in colleges of education.
This is currently under discussion with Grand Valley State University.
Web-site (vehicle and a product?)
Curriculum, lessons, material online for teachers everywhere
Web-site is up and hosted by Michigan State University. Soon moving to a .org
address to allow for e-commerce.
Links to purchase books
These will be installed after the new web host is established. Each lesson has a
bibliography. We would like to link from within the lesson to a sales opportunity
to purchase the books listed in the bibliography.
Member teacher site
A member-only access page for teachers is currently under consideration and
must be resolved by the time the new teacher organization is launched this spring.

�Ideas
Web-site room for students for interactive homework and games.
Web-site room for parents.
Meta-site
This concept is to have one major Web-site for all philanthropy project Internet
activity. We have identified and linked to many related sites. To be developed,
for example, is a link between an individual lesson-DeToqueville and the
importance of associational life in the United States-to the DeToqueville Home
Page.
Other
Family Foundation Book
Containing timelines, calendars and activities, the book is drafted and going
through the first edit. It should be available by late spring. The major question is
whether we should publish it ourselves or hire an outside professional publisher.
Family Involvement Research
This original educational research is ready for editing and publication.
Mailing List
Newsletter mailing list of over 8,000 teachers and organizations nationally and
internationally interested in the project.
State and National Joint Ventures
IU/GVSU/U of M/Case Western
Briefing papers/Test Question Writing
Underway.
Urban Institute
National Textbook Survey
Beginning.
GuideStar
Joint “click-over” and lesson plans.
Underway.
Ohio/Michigan
Joint venture on youth grant-making
Corporation for National
in philanthropy.
Service
International Inquiries and Potential Markets
Unsolicited, direct inquiries about replicating the project have been received from
Australia, England, Brazil, Bulgaria, South Africa, Italy, the Czech Republic, and
Japan.
The project was discussed at the first White House Conference on Philanthropy in
the fall, 1999. In addition, the project will be presented at the International
Society for Third Sector Research in Dublin, Ireland in June 2000.

�Finally, the Council of Michigan Foundations, through the network of
international grantmakers, has access to educational leaders in countries around
the world.

�</text>
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                    <text>August 13, 1999
Mr. E.C. Stone
President
Archetech, Inc.
4201 Cathedral Avenue, NW
#1008W
Washington, D.C. 20016
Dear Mr. Stone:
Dorothy Johnson, President of the Council of Michigan Foundations, has
talked with you about our K-12 Education in Philanthropy Project. We
are delighted by your interest and hopeful that you will be able to help us
in strategically taking this unique project to scale nationally and
internationally.
Enclosed are materials that may be helpful. They include:


A brief public relations brochure introducing the project. On the
back of the brochure is our web-site. You will find the full text of
the case statement for the project and other useful information at this
site.



The DRAFT set of themes that are the organizing structure for the
curriculum development. These describe what we hope the student
will know and be able to do at grades 5, 8, and 11. We are in the
process of developing standardized student achievement tests based
on these themes. In addition, the lessons being created will teach the
learning outcomes identified.



Two samples of high school level lessons. These are original works
created by classroom teachers. They have been piloted, reviewed by
an independent Fairness Review Committee, field-tested in the
classrooms of teachers not involved with the project, and edited
against state and national educational standards. They are designed
to be infused in to the current educational curriculum, not layered on
top. We currently have 100 of these tested lessons, K-12, public and
private schools. Another 300+ are in the process of development.
We will be adding approximately 300-500 lessons to the pool each
year.



The most recent project report on all of the components of this effort.

�Mr. E.C. Stone
Archetech, Inc.
August 13, 1999
Page 2

We are completing the end of our research and design phase. While we will continue to develop
the curriculum, lessons, and teaching support materials, we now know that we have a solid and
unique effort. We are moving in the direction of expanding the professional development and
training components. In addition, we have a sense of the size, depth, and the amount of time it
will take to truly infuse this new curriculum in to Michigan, other states, and internationally.
We are particularly intrigued, and naïve, about the opportunities available through electronic
technologies and commerce for the materials we are creating. In particular we are interested in
the following areas related to technology:
Would a high tech firm be willing to join us as a corporate sponsor, both in financial support for
the electronic distribution of our materials, and in offering expertise in how to utilize the world
wide web, CD-ROM, online chat rooms, etc. as educational tools and distribution channels for
our materials? We have seen MCI sponsorship of similar efforts in history, economics, and
geography. We believe we have a far more unique product with a socially important and highly
attractive public relations value to a company.
We need to do a strategic and a business plan. We believe we may have foundation support for
another seven-ten years to help us launch this effort. But, we will need to be self-supporting (at
least for our core operations) at the end of this start-up period. (You might think of the
foundations as long-term venture capitalists willing to invest in the R and D of a new effort and
to help us through the initial start-up phase).
Between now and May 2000, we want to go through an exercise to help us determine:
our market niches, what products we would sell and which ones we will give away, where we
might find long-term sponsorship and support, how we might maximize e-commerce as the
educational community becomes more computer literate, how to market or establish copyright
and royalty relationships for the original work that is being created, etc.
We hope to take a strategic and a business plan to our May 2000 Steering Committee Meeting.
Is this the sort of consulting you do? Could you give us the names of two-three references to
help us know your work better? What might be your charges for this type of consultation?
I would be appreciative of you thoughts and comments, and look forward to talking with you.
Sincerely,

Kathryn Ann Agard, Ed.D.
Executive Director
cc:

Dorothy A. Johnson
Russell G. Mawby

�</text>
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                    <text>ARCHETECH LLC
PO Box 106-165
4200 Wisconsin Ave. NW
Washington DC 20016
202-966-2830
Date:

March 28, 2000

To:

Kathy Agard

From:

Ed Stone

Subj.:

Business Development Activities - Interim Report

I am pleased to provide this summary of Phase II business development services undertaken by
Archetech LLC (AT) on behalf of EPP.

Deliverable 1
Archetech will solicit partnerships with cornerstone companies in the form of
joint venture or licensing arrangement to underwrite:
1. Yr 2000 curriculum content creation - This funding would
allow EPP to accelerate and complete content creation, and
($1 million projected)
2. Phase II business plan development costs - legal, sales, promotion,
travel, professional fees, web site development etc.
($200,000 projected)
Status
Business realities require a revision to both components of this deliverable. When the strategic
plan was adopted, it was understood that we would need to develop a Web based business model.
However, it was not clear that EPP was incubated as a demonstration project in the philanthropy industry
with a “if we build it, they will come” plan for subsequent integration into the education industry. Indeed,
the original plan to “one off” state and individual school districts was not sensitive to education market
dynamics. However, to attract potential partners to maximize the scale and scope of a Web based business,
we need both a macro view of and compelling linkage to current and future education markets.
To address the problem, since education market data is necessary for both components of this
deliverable, AT is empanelling a group of business resources (see # 4) in the education field to
conceptualize the plan in advance of its actual production. Assuming the group concurs on a feasible
business model (which is likely), the group will facilitate its implementation.
Under this schedule, funding the curriculum content will be a line item of the business plan. If
necessary, separate funding development of the business plan should be achievable with a preliminary
business model in hand.
This revision should compress the schedule for production of the ultimate business plan by
allowing us to implement Stage 1 findings in Stage 2.

Deliverable 2
AT will take the lead (rationale and content) in developing collateral materials
necessary to support Stage I sales and promotional activities including a:

�2
(i)
(ii)
(iii)

One page document describing history and progress to date
Two page document describing development plan
PowerPoint computer sales presentation

Status
Three documents have been produced:
(i)
Project case statement
(ii)
Goals of the project
(iii) Project achievements
Deliverable 3
AT will initiate activities to identify a national strategic partner (service clubs
such as Rotary, Kiwanis or Lions) to promote EPP services and products offerings at the
community level.
Status
No activity to date - awaiting conceptual development of the business model
Deliverable 4
AT will identify and recommend individuals for membership on a business
advisory board to provide support to various aspects of the project
Status
AT has recruited and expect participation from key national resources in the
education market to conceptualize the business model including:
1.

Mr. Brent Garcia
Education Analyst
Salomon Smith Barney
New York, NY

�3

2. Mr. Matt Sadowski
Columbia Advisory Services
New York, NY
Investment Banking Consultant / Education and Training Sector

•
•
•
•
•
•
3.

Private financing and venture capital assistance
Merger &amp; acquisition advisory services
Joint venture / alliance coordination
Business plan development
Independent valuation assessment
Market Analyst

Mr. Michael Goldstein, Partner
Dow, Lohnes and Albertson LLP

Washington DC
• Past chair of the Education Law Committee of the
American Bar Association
• Former co-chair of the Education Grants Committee of
the Federal Bar Association
• Mr. Goldstein has written and lectured extensively on
issues involving the uses of technology in delivering
education, including accreditation and licensure,
interstate and international policy issues involving
telecommunications and higher education, and the
financing of non-traditional delivery systems
This panel is intentionally weighted to the education for profit sector in order to
obtain a view of the project’s commercial possibilities and give us a sense of the
competitive interests. I anticipate additions to this list will be complete by April 20,
2000.
Schedule
Revised project activities (Phase II - Stage 1) should be complete in late May and
on schedule to begin Stage 2 activities in June 2000.

�</text>
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                <text>Learning to Give ARCHETECH 2000-03-28 business development activities interim report. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations.</text>
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                    <text>ARCHETECH PROFESSIONAL STAFF

EDWARD C. STONE
Mr. Stone is President and owner of Archetech L.L.C., a Washington D.C. based firm
that assists public and private sector clients to commercialize new technologies. In
addition, he is President of MergerRisk LLC, a consulting firm that, in collaboration with
Brookhaven National Laboratory, is developing proprietary, computer-based protocols, to
identify and quantify the cultural risks associated with corporate mergers and
acquisitions. Stone is former President and CEO of MetaRisk LLC, a company that
produced Fitness for Duty risk management technology for the healthcare and
transportation industries. He is former owner and Publisher of Health Politics, a weekly
newsletter that focused on the politics of healthcare reform. Health Politics was
distributed nationally by fax to CEOs, business communicators and government relations
departments of Fortune 500 companies, hospitals, medical societies and other healthcare
stakeholders. Stone has served as a consultant to government relations and public affairs
firms as well as to national private sector healthcare providers. As founder and owner of
Fairway Marketing Corporation of Tucson, Arizona, he established national referral
relationships in the airline and aerospace industries for behavioral medicine treatment
systems. Stone has served in various capacities, including Vice President for National
Business Development at Comprehensive Care Corporation of St. Louis, Missouri, a
national healthcare provider.

PAUL M. BAKER

EXPERIENCE

Primary emphasis on mergers, acquisitions, divestitures and business financings. Also
specialized in the areas of: business plans; due diligence; business valuations; financial
feasibility studies; chief financial officer services; strategic &amp; succession planning;
restructuring; and transaction structuring.

PROFESSIONAL
CAREER

Chief Executive Officer Feb, 1998 - Present
Visible Productions, LLC, Fort Collins, Colorado
Visible Productions takes complex medical issues and makes them understandable using
multimedia visualization. I identified the strategic direction for the Company, arranged
financing and currently run the day-to-day operations for the Company.



Paul M. Baker, CPA, Englewood, Colorado
Proprietor, 1995 to Present
Acted as the chief financial officer for a number of client companies following

�2

coordinating their financing.
Facilitated strategic plans for numerous clients.
Investment banker for several companies.
Representing sellers and buyers of various businesses.


Shenkin Kurtz Baker &amp; Co., P.C., Englewood, Colorado
Director of Financial Services, 1993 to 1994
Shareholder, 1978 to 1987
Represented pathology laboratories in their sale to national laboratory companies.
Restructured $17 million of debt for two athletic clubs.
Assisted a client with the leveraged buy out of a significant restaurant chain in California
and the subsequent acquisition of a second restaurant chain.
Drafted numerous business plans for companies of widely varying sizes in many
industries and identified financing sources.

PAUL M. BAKER


ECOPAC Management Company, Denver, Colorado
Chief Financial Officer, 1988 to 1993
Devised a financial plan which involved a $750,000 private placement of the company's
later obtained $2.5 million of private financing for the company.
Participated as a member of the ownership group and management team involved in the
development of a new product including first-line responsibility for directing these efforts
in conjunction with a multinational consumer products company.
Responsible for all SEC filings, tax returns and financial statement audits.
Installed and implemented accounting systems and other MIS functions.



Coopers &amp; Lybrand, Denver, Colorado
Tax Manager, 1973 to 1978
Responsible for several major clients of the firm, specializing in oil and gas limited
partnerships, real estate transactions, and tax accounting for public companies.

�3

EDUCATION &amp;
CREDENTIALS

University of Colorado, B.S. in Accounting, 1972
CPA Certification, Colorado, 1973
Instructor for the Colorado Society of Certified Public Accountants on financing for
small business, the CPA as an expert witness and due diligence.
Lecturer for the National Association of Homebuilders Annual Conference and the
University of Denver Annual Tax Institute.
Author of "A Practical Approach to Corporate Recapitalization," published in Taxation
for Accountants.

PROFESSIONAL
AFFILIATIONS

American Institute of Certified Public Accountants.
Colorado Society of Certified Public Accountants.

COMMUNITY
INVOLVEMENT

Member of the Board, Colorado Public Expenditures Council.
President elect and Member of the Board, Juvenile Diabetes Foundation.
Past Member, Finance Committee, St. Joseph's Hospital.
Past Board Member, Colorado Association of Commerce
And Industry (CACI).

�</text>
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                    <text>ARCHETECH LLC
4200 Wisconsin Ave. NW
Washington DC 20016
202-966-2830
PROPOSAL
TO
PROVIDE PROFESSIONAL SERVICES

Purpose
The purpose of this proposal by Archetech LLC (AT) is to present the K-12 Education in
Philanthropy Project (EPP) a systematic approach to maximizing business opportunities
in support of and consistent with the project’s mission 1.
This objective is in accord with both the conclusions reached at a Strategic Planning
Meeting of the EPP held on December 7, 1999, chaired by Dr. Russell Mawby, and with
EPP’s goal of planning for the long term teaching of philanthropy beyond grant funding.
Background
In Phase 1 of its business operations, EPP successfully demonstrated the existence of a
market for philanthropy education products and its ability to access the market through
the K-12 educational system. In addition, EPP’s value added approach to teaching
philanthropy by infusing it into existing curriculum was validated in Phase One as a
viable methodology.
In its next stage of development, EPP’s primary business challenge will be to assure the
project’s long term sustainability by commercializing aspects of the project that permit
EPP to transition from grant funding to earned income. This objective needs to be
accomplished without compromising EPP’s current and future not-for-profit franchise
value.
Toward that end, EPP has adopted a business strategy utilizing the World Wide Web as a
primary access and distribution channel for EPP products and services. This business
model positions EPP to:
• maintain and sustain its not-for-profit identity in the short and long term
• generate revenues through commercialization of marketing and distribution
activities
• maintain its operational focus on the design and creation all components of
philanthropy education including lessons, books, learning tools, collateral
materials etc.
• maximize the scale and scope of the project while minimizing exposure to
high level of risks associated with startup businesses.

1 The K-12 Education in Philanthropy Project (EPP) seeks to perpetuate a civil society by the education of
children about the independent sector, and to inspire their commitment to private citizen action intended
for the common good.

�2
PROPOSAL
Archetech LLC will assist EPP to identify strategic partnerships to fund and develop a
philanthropy education vertical portal to serve as a hub for information dissemination and
commerce.
Partnership Criteria
AT will target cornerstone companies for partnership who:
• place a high value on reaching the educational community marketplace
• offer products or services compatible with EPP mission
• offer premier name or branding value to partnership
• premier companies who value stewardship identity
These partnerships will be structured to provide EPP with:
• revenue sharing as a result of advertising and products or services sold
• symbiotic or other non-monetary value such as desired technology or
intellectual property
• new content or other collateral material
AT will not solicit partnerships from any companies that produce or advocate products
that are harmful to children, illegal, discriminate or are deemed inappropriate by social
practice. In addition to its own resources, AT will aggregate and coordinate priority
contact information from the EPP and CMF communities as necessary to expand and
refine project sales activities.
Deliverables
To achieve this objective, Archetech LLC will deliver EPP a mix of professional services
in stages as described below. While this schedule and action plan serves as a starting
point, uncertainties in the development process require the plan to thought of as a fluid
work in progress at all times.
STAGE I
Deliverable 1
Archetech will solicit partnerships with cornerstone companies in the form of joint
venture or licensing arrangement to underwrite:
1. Yr 2000 curriculum content creation - This funding would
allow EPP to accelerate and complete content creation, and
($1 million projected)
2. Stage II business plan development costs - legal, sales, promotion,
travel, professional fees, web site development etc.
($200,000 projected)

�3
Deliverable 2
AT will take the lead (rationale and content) in developing collateral materials necessary
to support Stage I sales and promotional activities including a:
• one page document describing history and progress to date
• two page document describing development plan
• computer PowerPoint sales presentation
Deliverable 3
AT will initiate activities to identify a national strategic partner (service clubs such as
Rotary, Kiwanis or Lions) to promote EPP services and products offerings at the
community level.
Deliverable 4
AT will identify and recommend individuals for membership on a business advisory
board to provide support to various aspects of the project
Deliverable 5
AT will prepare a written report of Stage I activities which will include recommendations
for Stage II activities.
STAGE II
To successfully implement this strategy, a business plan, consistent with the EPP
mission, needs to be developed to guide management near and long-term decisionmaking. This plan would describe in detail:
• how the not-for-profit and for-profit entities will relate to one another
• EPP and partnership Internet marketing strategies including:
1. Market analysis
2. Market research
3. Marketing positioning for various audiences (1 or 2 Web sites?)
4. Competitive analysis
• description of the core functionality of the web site including;
1. How the web site will be integrated with the written curriculum
2. Underwriting support for designing, developing, serving and
maintaining the commercial Web site
• financial projections for the venture
Stage II activities would be triggered by fulfillment of Stage I funding goals.
STAGE III
Stage III activities would operationalize the business plan developed in Stage II.
Time for Performance and Personnel Performing the Work
Archetech estimates performance of Stage I activities will be completed within 120 days
of the date a letter of engagement is executed by the parties. Work will begin
immediately on that date. Messrs. Ed Stone, Paul Baker and Doug Monroe will perform
tasks of the proposal for Archetech LLC unless otherwise mutually agreed, except for
certain secretarial/ administrative functions.

�4

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                    <text>ARCHETECH LLC
4200 Wisconsin Ave. NW
Washington DC 20016
202-966-2830
PROPOSAL
TO
PROVIDE PROFESSIONAL SERVICES

Purpose
The purpose of this proposal by Archetech LLC (AT) is to present the K-12
Education in Philanthropy Project (EPP) a systematic approach to maximizing business
opportunities in support of and consistent with the project’s mission 1.
This objective is in accord with both the conclusions reached at a Strategic
Planning Meeting of the EPP held on December 7, 1999, chaired by Dr. Russell Mawby,
and with EPP’s goal of planning for the long term teaching of philanthropy beyond grant
funding.
Background
In Phase 1 of its business operations, EPP successfully demonstrated the existence
of a market for philanthropy education products and its ability to access the market
through the K-12 educational system. In addition, EPP’s value added approach to
teaching philanthropy by infusing it into existing curriculum was validated in Phase One
as a viable methodology.
In its next stage of development, EPP’s primary business challenge will be to
assure the project’s long term sustainability by commercializing aspects of the project
that permit EPP to transition from grant funding to earned income. This objective needs
to be accomplished without compromising EPP’s current and future not-for-profit
franchise value.
Toward that end, EPP has adopted a business strategy utilizing the World Wide
Web as a primary access and distribution channel for EPP products and services. This
business model positions EPP to:
• maintain and sustain its not-for-profit identity in the short and long term
• generate revenues through commercialization of marketing and distribution
activities
• maintain its operational focus on the design and creation all components of
philanthropy education including lessons, books, learning tools, collateral
materials etc.

K-12 Education in Philanthropy Project (EPP) seeks to perpetuate a civil society by the education of
children about the independent sector, and to inspire their commitment to private citizen action intended
for the common good.

1 The

�2
•

maximize the scale and scope of the project while minimizing exposure to
high level of risks associated with startup businesses.

PROPOSAL
Archetech LLC will assist EPP to identify strategic partnerships to fund and
develop a philanthropy education vertical portal to serve as a hub for information
dissemination and commerce.
Partnership Criteria
AT will target cornerstone companies for partnership who:
• place a high value on reaching the educational community marketplace
• offer products or services compatible with EPP mission
• offer premier name or branding value to partnership
• premier companies who value stewardship identity
These partnerships will be structured to provide EPP with:
• revenue sharing as a result of advertising and products or services sold
• symbiotic or other non-monetary value such as desired technology or
intellectual property
• new content or other collateral material
AT will not solicit partnerships from any companies that produce or advocate
products that are harmful to children, illegal, discriminate or are deemed inappropriate by
social practice.
In addition to its own resources, AT will aggregate and coordinate priority contact
information from the EPP and CMF communities as necessary to expand and refine
project sales activities.
Deliverables
To achieve this objective, Archetech LLC will deliver EPP a mix of professional
services in stages as described below. While this schedule and action plan serves as a
starting point, uncertainties in the development process require the plan to thought of as a
fluid work in progress at all times.
STAGE I
Deliverable 1
Archetech will solicit partnerships with cornerstone companies in the form of
joint venture or licensing arrangement to underwrite:

�3
1. Yr 2000 curriculum content creation - This funding would
allow EPP to accelerate and complete content creation, and
($1 million projected)
2. Stage II business plan development costs - legal, sales, promotion,
travel, professional fees, web site development etc.
($200,000 projected)
Deliverable 2
AT will take the lead (rationale and content) in developing collateral materials
necessary to support Stage I sales and promotional activities including a:
• one page document describing history and progress to date
• two page document describing development plan
• computer PowerPoint sales presentation
Deliverable 3
AT will initiate activities to identify a national strategic partner (service clubs
such as Rotary, Kiwanis or Lions) to promote EPP services and products offerings at the
community level.
Deliverable 4
AT will identify and recommend individuals for membership on a business
advisory board to provide support to various aspects of the project
Deliverable 5
AT will prepare a written report of Stage I activities which will include
recommendations for Stage II activities.
STAGE II
To successfully implement this strategy, a business plan, consistent with the EPP
mission, needs to be developed to guide management near and long-term decisionmaking. This plan would describe in detail:
• how the not-for-profit and for-profit entities will relate to one another
• EPP and partnership Internet marketing strategies including:
1. Market analysis
2. Market research
3. Marketing positioning for various audiences (1 or 2 Web sites?)
4. Competitive analysis

�4

•

•

description of the core functionality of the web site including;
1. How the web site will be integrated with the written curriculum
2. Underwriting support for designing, developing, serving and
maintaining the commercial Web site
financial projections for the venture

Stage II activities would be triggered by fulfillment of Stage I funding goals.
STAGE III
Stage III activities would operationalize the business plan developed in Stage II.
Time for Performance and Personnel Performing the Work
Archetech estimates performance of Stage I activities will be completed within
120 days of the date a letter of engagement is executed by the parties. Work will begin
immediately on that date. Messrs. Ed Stone, Paul Baker and Doug Monroe will perform
tasks of the proposal for Archetech LLC unless otherwise mutually agreed, except for
certain secretarial/ administrative functions.
Compensation
The fee for Archetech LLC professional services in Stage I of this proposal is
Twenty Thousand Dollars ($20,000). The fee is due on the dates and in the amounts
indicated in the following schedule:
Due Upon Execution of Engagement Letter…………………………$10,000
Due 45 days following Execution of Engagement Letter.…….…....…$5,000
Due Upon delivery of Stage I Report (Deliverable 5)….…...….….... $10,000
Total…………………….………….....$25,000
Reimbursement of Expenses
Archetech LLC estimates its out-of-pocket expenses to execute Stage I activities
of this proposal will be Five Thousand Dollars ($5,000). Archetech shall be entitled to
reimbursement of out-of-pocket expenses properly incurred including all, but not limited
to administrative, telephone, sales promotion, transportation and lodging and other
reasonable expenses. Reimbursement shall be made within fourteen days after
submission of itemized statement of expenses.

�</text>
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                    <text>ARCHETECH LLC
PO Box 106-165
4200 Wisconsin Ave. NW
Washington DC 20016
202-966-2830

December 20, 1999

Ms. Kaythryn A. Agard
Project Director
K-12 Education in Philanthropy Project
630 Harvey Street
Muskegon, MI 49442-2398
Dear Kathy:
Paul Baker and I thank you for the opportunity to facilitate the EPP planning
meeting on December 7, 1999.
I have enclosed a summary report of findings of the meeting and our
recommendations for next steps. Archetech will submit a proposal to you by December
22, 1999 outlining ways we can assist EPP in the planning and implementation of these
next steps. We very much would welcome the opportunity to spearhead these efforts.
Please don’t hesitate to call me if you have any questions. With best wishes to all
for the holidays, I remain
Yours Sincerely,

Ed Stone
Enclosures
a) Findings Report
b) Expense Report
Copy
Paul M. Baker

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REPORT
OF
FINDINGS AND RECOMMENDATIONS

K-12 EPP PLANNING MEETING
December 7, 1999
Grand Rapids, MI

OBJECTIVES OF THE MEETING
The K-12 Education in Philanthropy Project (EPP) has undertaken a two stage
strategic planning process to assure the long-term sustainability of the K-12 EPP. The
objectives of this initial phase meeting were to:
• compile and prioritize relevant project materials,
• process understandings and assumptions of the principals
• identify target markets and potential strategic distribution partners
• identify financial incentives and variables.
Archetech LLC provided support to the meeting by:
• preparing the agenda
• presenting the preliminary agenda to EPP for inputs and approval
• preparing materials and distributed them to the participants
• facilitating the meeting
• preparing the following report of findings and recommendations.
PRIMARY CONSIDERATION
The steering committee emphasized the importance of developing products and
services that are philosophically consistent with organization’s mission statement:
The K-12 Education in Philanthropy Project (EPP) seeks to perpetuate a civil
society by the education of children about the independent sector, and to inspire their
commitment to private citizen action intended for the common good.
FINDINGS OF THE MEETING (by topic)
1)

Mission
a) Build on the EPP’s franchise value. EPP has created content and a
reputation as the leader in its field. EPP has the “formula.” It needs to
standardize, leverage and franchise it.
b) EPP should remain a content provider and create strategic
relationships that facilitate the manufacture and distribution of its
content

�2
c) EPP should not form a for-profit entity (start-up business) in the
foreseeable future to commercialize its content.
2)

3)

Content / R &amp; D
a) The project has created a “value added” curriculum..enhancing what is
already taught in schools rather than adding a totally new component
b) The content will be given away and not sold. Collateral materials will
be sold.
c) The development methodology – using teachers to create the content
and endorse the product – is the authentic and correct approach
d) The product to be offered by EPP is not ready for the market at this
time. Additional development is needed to create complete content
that can be distributed as modules. EPP currently has lesson plans that
need to beincorporated into a curriculum.
e) EPP’s content should include:
i) K-12 philanthropic curriculum.
ii) Collateral materials.
iii) An interactive web site, with a “game” environment deemed
“safe for students,” that will attract the 58 million-plus student
market.
iv) A parent web site that attracts the 87 million-plus parent
market.
Markets
a) Schools
i) K-12 and beyond
ii) Home schools
iii) Charter schools
b) Parents
c) Students

4)

Distribution
a) The primary distribution channel should be the World Wide Web.
This creates an international presence overnight and eliminates a
number of the challenges that would be created by rolling out the
program state-by-state. An e-commerce model will be created to sell
the collateral materials and a sponsorship (advertising) model will be
developed as a way to distribute the content

5)

Finance
a) Funding to complete the content should be obtained from traditional
sources –foundations – because they are more patient and understand
the project. This is not to say we will not seek strategic
relationships to fund research and development; however, this will not
be the focus. Foundations represent the short-term path to sustaining
the enterprise. The long-term goal is to add to the funding significantly
through strategic alliances, licensing and marketing arrangements.

�3
Because ongoing content development is the key to success, both
avenues should be pursued on parallel.
* Many good ideas proposed at the meeting are not included in this summary
report, but should be extracted from the notes of the meeting and incorporated
in future planning strategies.
RECOMMENDATIONS FOR NEXT STEPS (by topic)

1.)

Mission
a) Consider possible identity issues or name change

2)

Content / R &amp; D
a) Evaluate and plan content development strategies for potential to
expand and/or accelerate sourcing and delivery
b) Create a comprehensive web strategy after completing Markets a) &amp; b)
c) Continue to develop the “Product” for the teachers.
d) As the content is created, determine what collateral material uses

3)

Markets
a) Identify, through market research, what content will attract students to
a web site
b) Identify, through market research, what content will attract parents to a
web site
c) Research and identify all the potential markets such as the “at home”
market discussed at the meeting. Broaden the horizon
d) Test collaterals for market demand and pricing before production

4)

Distribution
a) Select the right distribution channels.
b) Create relationships with strategic partners that can use EPP’s content
to create the desired program. For example, if the research shows
that a game is the product; we need to contact a number of the game
developers to ascertain their interest in creating or participating in the
interactive web site
c) Approach publishers and determine if the content can be incorporated.
in current text books or published as a stand alone text book. They will
most likely do focus groups, at their expense, to answer this question.
The results of their market research will be very valuable to EPP, even
if EPP does not establish a strategic relationship with a publisher

5)

Finance
a) Finance the organization through to commercialization.

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                    <text>Exact Requests
Charles Stewart Mott Foundation March 4, 1998
$600,000

1998-2001

Total
$600,000

1998-1999
$165,000

Elan Garonzik

Base: Five year $4.7 million project
1999-2000
$255,000

2000-2001
$180,000

Field-testing of the 250 philanthropy lessons in a minimum of 1,250 classrooms in at
least Michigan, Indiana, Ohio, and New York
Total
1998-1999
1999-2000
2000-2001
$195,000
110,000
55,000
30,000
Underwriting of the first three teacher training summer institutes to train teachers from
Michigan, and around the country, and outside of the country, in how to use the lessons
Total
1998-1999
1999-2000
2000-2001
$130,000
30,000
50,000
50,000

Dissemination of the completed lessons through the 57 Intermediate School Districts in
Michigan, and through newsletters, and professional seminars to others outside of the
state.
Total
1998-1999
1999-2000
2000-2001
$275,000
25,000
150,000
100,000
Assumptions: Five year project horizon. First year completed. Three year request
No Dissemination Coordinator position and related office and travel.
Specifics Requested: Field-testing $110,000
Assessment
85,000
Institutes
130,000 (Summers 1998, 1999,2000)
Newsletters 105,000
ISD Packets/
Training
170,000
Total
$600,000

�The Ford Foundation

March 25, 1998

$650,000

1998-2001

Total
$650,000

1998-1999
$242,000

Michael Sletzer

Base: Five year $4.7 million project
1999-2000
$192,300

2000-2001
$215,700

National Dissemination and Marketing including printing of the lessons and
dissemination materials, underwriting of first three teacher summer institutes, training of
project teachers to become trainers at institutes, 50% of cost for Marketing professional,
50% of cost for Materials Developer including 50% off office and travel.
Total
1998-1999
1999-2000
2000-2001
$475,000
$132,000
$142,300
$200,700

Foundation Oriented High School Lessons, Curriculum Software
Total
1998-1999
1999-2000
2000-2001
$175,000
$110,000
$50,000
$15,000

Assumptions: Nine year project horizon. First year completed. Three year request
starting in year two of the project for years Two, Three and Four. Would like to return
upon successful completion. Additional Marketing Director position and support added.
Specifics Requested: Marketing Position
Travel
Summer Institutes
(Summers 1999, 2000, 2001)
50% Cost of National Conference
50% Cost of Training Teacher Trainers
25% Cost of Publications
Foundation High School Lessons (8)
Curriculum Orchestrator Software
Total

149,634
60,000
140,000
75,000
50,366
80,000
15,000
80,000
$650,000

�Anonymous
Areas of Discussion

No formal request as yet

Marketing Director and national dissemination plan through networks
Working with state, regional and local leadership groups
Publications of lessons plans, teaching materials, and public relations materials

Kauffman
No formal request as yet
Areas of Possible Discussion

(1998-2001)

Personnel and Office
$120,000
Service Learning Conferences (1998, 2000)
30,000
Summer and Fall Meetings (1998)
40,000
Teacher Conference Calls
15,000
Library Books for Schools
25,000
Summer Institutes (1999, 2000)
110,000
Copying and Materials (Field Testing and Dissemination)
105,000
Annual lesson plan competition to increase the number of lessons 40,000 (three years)
State Department of Education cosponsored conference
15,000
Total
500,000
No formal request as yet (1998-2001)
Gordon Family Foundation
Support for private school involvement
$150,000

No formal request as yet (1998-2001)
McGregor Fund
Support for parent involvement piece for Detroit schools
Lilly Endowment

No formal request as yet for extended support

W.K. Kellogg Foundation
Received
$1,500,000 for three years (1997-2000)
Yr. One
$750,000
Yr. Two
500,000
Yr. Three
250,000
Supporting:

$150,000

Personnel
Office
Curriculum Development
Challenge Grants
Travel
Dissemination
Technology

Budget
$3,737,186 for three years (1997-2000)
$1,523,700
1,026,155
1,187,311

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                    <text>Full Proposal

Meeting

Questions
Answered

Approval

X

X

X

X

X

X

$25,000

Joel Orosz

1997

W.K. Kellogg Foundation I

X

X

X

X

X

X

X

Joel Orosz

1997-2000

X

X

X

X

X

X

X

$1.5 mill.
$300,000
In-kind

Susan Wisely

1997-2000

Anonymous

X

X

X

X

X

X

$600,000

Angela Covert

1999-2000

Ford Foundation

X

X

X

X

X

X

$200,000

Michael Seltzer

1999-2001

Elizabeth &amp; Guido Binda

X

X

X

X

X

$40,000

Elizabeth Binda

1999-2001

McGregor Fund
Michigan Department of Education
(contract)

X

X

X

X

X

X

$160,000

C. David Campbell

1999-2001

X

X

X

X

X

$62,500

Karen Todorov

X

X

X

X

X

$52,600

Barbara Knutson

1999-2000
1999-2000

Lilly Endowment I

Michigan Department of Education
(contract)

X

X

Withdrawn

Executive
Summary

X

Denied

Letter of Interest

W.K.Kellogg Foundation Planning
Grant

No Interest

Foundation

Verbal Contact

CONFIDENTIAL
FUND-RAISING CHART

Amount

Progress Officer

Dates

1999

Ewing Marion Kauffman
Community Foundation for Muskegon
County
Manistee Area Community
Foundation

X

X

X

X

X

X

$75,000

Susan Wally

X

X

X

X

X

X

$2,000

Patricia B. Johnson

1997

X

X

X

X

X

X

$2,000

Board Chairman

1997

Kalamazoo Foundation

X

X

X

X

X

X

$8,000 In-kind John R. Hopkins

1997

Earl-Beth Foundation

X

X

X

X

X

$5,000

Cal Patterson

1995

Mawby Fund

X

X

X

X

X

$21,000

Dorothy Johnson / Russ
Mawby

1995

Kettering Foundation

X

X

X

In-kind

Surdna Foundation

X

X

X

$25,000

X

1997-2000
Ed Skloot

1997-1998

1 of 4

�X

X

DeWitt Wallace

X

X

X

C. S. Mott

X

X

X

Frey Foundation

X

X

X

Vincent Astor

X

X

X

David &amp; Lucille Packard

X

X

X

X

X

Disney Education Initiative

Withdrawn

X

Denied

Pew

Approval

X

Questions
Answered

X

Meeting

Executive
Summary

X

Full Proposal

Letter of
Interest

Carnegie

No Interest

Foundation

Verbal Contact

CONFIDENTIAL
FUND-RAISING CHART

Amount

X
X

Progress Officer

Dates

Vivien Stewart

X

Russ Edgerton

X

Carla Fisher / Jane Quinn
X

$25,000

X

Elan Garonzik

Fall 1999

Kim Krasenec
X

Mrs. Vincent Astor
X

X

X

Hugh Burrows
Program Staff

2 of 4

�Withdrawn

Denied

Approval

Questions Answered

Meeting

Full Proposal

No Interest

Executive Summary

Letter of Interest

Foundation

Verbal Contact

CONFIDENTIAL
FUND-RAISING CHART

Amount

Progress Officer

Dates

Other Michigan Funders
Kresge

X

X

Skillman

X

X

X

X

X

X

John Marshall
X

Kari Schlachtenhaufen

Upton
Whirlpool
Chrysler
Ford Motor Co.
NBD
Gordon Foods
Crane's
W.K. Kellogg Foundation II
Julie Cummings
Hudson's
Michigan Women's Foundation

X

X

X

Paul Gordon
Joel J. Orosz

3 of 4

�Potential Sponsors
Kiwanis International
Farmer's Insurance
MCI
Earned Income
ARDI (Publications)
C.M.U. (course credit)
Sales

X

X

X

X

Withdrawn

X

Denied

Approval

No Interest

Executive Summary
X

Questions Answered

X
X

Meeting

X

Full Proposal

Other Funders
Lilly Endowment II
Bill and Melinda Gates Foundation
Soros
Mellon
NEH/MEH
Aspen Institute
Warren Buffet
AT&amp;T
Bradley
Community Foundations
Walter &amp; Eloise Haas (California only)
Meadows Foundation (Texas only)

Letter of Interest

Foundation

Verbal Contact

CONFIDENTIAL
FUND-RAISING CHART

Amount

Progress Officer

$500,000

Susan Wisely

$10,000

MDE Pass-through

X

Adrian Davis' sister

X
X

Vic Legerton (California)

$1,000
$6,662

Dates
2000-2002

Carol Barbeto
Sharon Horgan

4 of 4

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                    <text>LTG_Budgeting_Fundraising Management Chart

Fund-Raising Management Form
Foundation

W.K. Kellogg Foundation
Lilly Endowment

TimeFrame

1997-2000
1997-2000

Amount by Year
1997-98 1998-99
750,000
50,600

50,000
0
0

500,000
86,500

50,000

Total

Status

Contacts

1999-2000 2000-2001 20001-2002
250,000 na
90,000 na

Dr. Joel J. Orosz
Dr. Dwight Burlingame (IU)
Clay Robbins-Lilly
(Contacting for further
funding 02-25-98)
150,000 Conversation 2-26-98
Paul Gordon
500,000 Letter of Interest 2-24-98 Bob Rogers
600,000 Formal Proposal 3-3-98 Elan Garonzik

1998-2001
1998-2001
1998-2001

Atlantic Philanthropic Corporation

1998-2001

Letter of Interest 12-97

The Ford Foundation
Carnegie Corporation

1998-2001
1998-2001

Letter of Interest 12-97
Letter of Interest 12-98

Joel Fleishman
Angela Covert
Michael Seltzer
Vivian Stewart

Lucille and David Packard
U.S. Department of Education

1999-2002
1998-2001

Rejected/Reapply 1999
Approach with letter

Hugh Burrows
Kent McGuire

255,000

na
na
180,000 na

1,500,000 Approved
227,100 Approved

Gordon Foods
Ewing Marion Kauffman Foundation
Charles Stewart Mott Foundation

165,000

50,000 na

na
na

CMF
Contact
Kathy Agard
Russ Mawby

Russ Mawby
Russ Mawby
Kathy Agard
Rob Collier
Russ Mawby
Dottie Johnson
Russ Mawby
Jim Kelly
Dottie Johnson
Dottie Johnson
Jim Kelly
Dottie Johnson
Kathy Agard
Jim Kelly

1 of 1

�</text>
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                    <text>Function
Curriculum Content

Deliverables
Published philanthropy education
4 strands, ___standards, and
_____benchmarks as outcome
expectations at grades 5, 8, 11

Operations
National Content Advisory
Committee Meeting annually
Staff publication of the strands,
standards and benchmarks

Outcomes
Establish an agreed upon outline
of what American students
should know and be able to do
relative to private citizen action
for the common good, by high
school graduation

Strategy
Provide clear definition of what
students will learn and be able to
do as a result of learning about
philanthropic concepts K-12.
Imbue this definition with
authority from the endorsements
of leading “experts”.

Development of an expectation
in the scholarly educational
literature that “good” K-12
education will include an
orientation to philanthropy

Build a pool of published work
that defines, explores, and
continues to advocate for K-12
Philanthropy Education.

Staff and teachers build K-5
scaffolding of expectations
toward the 5th grade benchmark
10 articles for educational juried
journals by National Content
Advisors

National Content Advisory
Committee responsible for
writing
Staff produce a list of key
influential educational journals
that accept academic articles on
K-12 Education
Staff assist, as requested, in
editing and placement of articles

Produce an annual online juried
journal opportunity for univeristy
level K-12 education in
philanthropy scholars

Staff provide the technical
resources for an online journal
including ties to appropriate
LISTVERV’s in education and in
philanthropy
Establish a “jury” for reviewing
proposed documents

Develop a published bank of
scholarly articles (50 articles at
the end of five years) from
respected authorities on the
efficiecy of K-12 philanthropy
education to be used: in
disseminating the lessons,
working with administrative
bodies, working with teachers,
and as a basis for approaching
Colleges of Education regarding
pre-service preparation in K-12
philanthropy education.
Develop a published bank of
scholarly articles from respected
authorities on the efficiecy of K12 philanthropy education

Engage university scholars (who
are responsible for training new
teachers) in the exploration of
this topic in a way that holds
meaningful benefit for them (ie
tenure consideration).
Purchase one issue of the
ARNOVA journal each year

Build a pool of published work
that defines, explores, and
advocates for K-12 Philanthropy
Education.
Engage university scholars (who
are responsible for training new
teachers) in the exploration of
this topic in a way that holds
meaningful benefit for them (ie

�tenure consideration).

Add_____new lessons and
____new units to the lesson pool
each year

Engage 32 classroom teachers
in writing original lessons/units
each summer to teach the
benchmarks
Require one lesson from each
participant in a summer
workshop
Subject each lesson to standards
of quality: pilot in the writing
teacher’s classroom
Review the lesson by an
independent Fairness Review
Committee

Easy to use, teacher developed
and teacher-tested lesson plans
that meet both the core
academic standards, and the
philanthropy standards are easily
and immediately available
Minority groups will be
represented in the lesson pool

Provide an opportunity for
participation in publications by a
wider group of scholars.
Position the Project as primarily
a teacher-to-teacher effort
Utilize practicing teachers for
their expertise with current
classroom situations
Utilize both web and print media
for dissemination to assure ease
of access and use
Maintain a reputation of quality,
authentic lessons

Have each lesson field-tested
and evaluated with written
evaluation by at least 5 other
teachers

Foundation program officers with
special interests will both know
that the Project exists and meets
their needs-and will verify that
the key elements of their interest
area are available within the
lesson pool

Review all factual information
and references by an outside
editor

Comments from field-test
teachers can be used as
testimony for publicity

Ask Affinity Groups of COF for
key ideas, people, and
organizations from at least 7
different minority groups (native
American, hispanic, asianpacific, Japanese, AfricanAmerican, women, recent
immigrants etc) that should be in
the lesson pool.

Samples of student work can be
used to assist dissemination

�Student generated units/
materials
Specific lessons related to the
arts
Specific lessons related to
English language and literature
Include parent involvement
steps

Publish the following materials
that are currently on the website:
Annotated bibliographies of
chidren’s literature that teaches
philantropy
American history and world
history philanthropic timelines
Quotations about philanthropy
from famous people
Publications can include:
posters, table mats, book marks,
and classroom displays as well
as simple books.
Increase sales each year of
tangible products
Current:
For the Benefit of All (book)
If God Gives You Lemons
(video)

Meet multiple intelligences
expectations for inclusiveness
Staff to publish in-house
materials and sell above
production/mailing costs
Graduate students in
philanthropic studies at major
univerities generate original
material supporting the lessons
Staff to investigate the most
effective way to fulfill purchase
orders

Philanthropy K-12 education will
be visually supported in
classrooms
The Project will generate some
small financial support as
revenue

Pull-out key ideas, people, and
organizations from the lessons
so that the collateral material
relates directly to the teaching
units
Utilize “public domain” art and
ideas to reduce the cost of
purchasing copyrights
Use the teachers involved with
the Project as informants on
what materials would be helpful
Printed collateral materials will
provide a feeling of “substance”
for non-educators (parents,
funders) for whom the lesson
plans are less accessible

�Lesson plans by grade band
Briefing papers
Annual calendar of philanthropic
events
Annotated bibliographies of
children’s literature
Bookmarks
Possible:
T-shirts/tote bags
Philanthropy logo pins
Posters of various kinds
Family Foundation Book
Family Involvement Research
Textbook supplements/CD-Rom
Aspen service-learning research
Annotated bibliographies of films
Briefing papers on literature
Philanthropist profiles
Publish a manual for family
foundations on how to use the
curriculum to teach their children
about philanthropy

Staff has completed the initial
draft
Publishers are currently
interested in the book
Publish either inhouse, or
contract with a professional
publishing house
CMF will assist in dissemination
of the book within the Family
Foundation community
Selected members of the
Steering Committee involved in
other family foundation networks
will assist in dissemination
Conference presentations will be
used as a means of promotion.

Family foundations will know
about the K-12 Philanthropy
Project which will assist with
future funding

Utilize the philanthropy
curriculum rewritten specifically
for the interest of family
foundations

This adds another distribution
network to private schools, in
particular

Use this publication as a means
to establish a relationship with a
professional publishing house

Family foundation members add
another stakeholder audience
that might be of interest to
sponsors
Members of family foundations
may assume future leadership
positions in their communities
that will assist the ultimate
outcomes of the Project related
to civil society

�Publish with the lessons, three
standardized and validated tests
at grades 5, 8, and 11.

Work under the leadership of a
nationally known testing
consultant
Develop a pool of questions that
meet the benchmarks
1. write questions
2. use teachers to judge age
appropriateness
3. pilot the questions with
90,000 students to check
understanding

Establish a small revenue stream
based on book royalties
Philanthropic knowledge will be
formally tested
Classroom teachers will be able
to compare how their children
are learning this content in
relationship to other children
across the country
Baseline data on student
knowledge about philanthropy
can be established and progress
can be measured over time

Assemble three draft test
documents at each of the three
grade levels (9 tests)

At the lesson and unit level,
other authentic assessment
vehicles are developed by
teachers-including scoring
rubrics-so that the individual
student’s grades in class are not
dependent upon the
standardized test…there are
other teacher oriented measures
such as observation, student
work, and products.

Analyze the results of the pilot
students taking the test and edit
accordingly
Assemble and publish two test
booklets per grade level (5, 8,
11)
Establish a rubric for scoring
based on ranges set by content
advisors and teachers
Graduate students will write
definitions

By meeting national testing
industry standards in
development of the tests, a state
might chose to utilize some of
the questions in state-wide
testing in the social
studies….thus assuring that the
philanthropy curriculum will be
driven deep in to the core
curriculum of schools
The test is being developed,
piloted, field-tested, and scored
by classroom teachers who are
sensitive to all of the time
constraints and other issues
involved in standardized testing

Pilot the teaching of the lessons
in at least 10 different types of K12 schools (rural, urban etc) and
then pilot the tests with students
after at least 2 years of
instruction

Publish a Lexicon for
Philanthropy Education

Developing a standardized tests
reinforces that this is a serious
academic effort-not fluff

Teachers, parents and students
will have easily accessible

Provide teachers, students and
parents with quick and easy

�Publish a minimum of 100
briefing papers per year on the
people, ideas, and/or
organizations in the philanthropy
units

Publish a supplemental high
school level textbook, CD-Rom,
and place the content on the web
Publish companion teacher
guides and student guides

Staff will write definitions

definitions of key terms that may
be new to them

Content consultant will write
definitions

A small amount of revenue will
come to the project

The Lexicon will be published
inhouse/or by a publisher and
will be on the web-stie
Graduate students in
philanthropy write the papers as
a part of their requirements for
introductory classes in
philanthropy at selected Centers
on Philanthropy and Non-Profit
Management at universities
across the country
Staff publishes the papers both
in print and on the web
Contract with a university faculty
member with experience in K-12
textbook development in the
social studies
Secure foundation funding for
development of the content
Utilize leading national
philanthropy experts as writers
Use project teachers as
reviewers
Publish the textbook through an
corporate publisher
Arrange for “just in time”
publication options for teachers
through the web-site

Teachers, parents and students
will have easily accessible
definitions of key terms that may
be new to them
A small amount of revenue will
come to the project

Published resources for the high
school level teachers and
students that support
philanthropy education
Supplemental textbook
CD-Rom of textbook
Teacher guide
Student guide
Placement on web-site
Royalty revenue for the project
Continued maturation of
philanthropy education as a
legitimate supplement to
enhance the core curriculum

references to aid understanding
of the more complex concepts in
the units
Engages major university
resources in the philanthropy
project (universities produce
teachers)
Provide teachers, students and
parents with quick and easy
references to aid understanding
of the more complex concepts in
the units
Engages major university
resources in the philanthropy
project (universities produce
teachers)
Use foundation support for the
development of the textbook as
an inducement to a publisher
Make the supplements easy to
use and available both in print
and on the web
Once the high school book is
completed, books at middle
school and elementary school
can follow in the same format
An independent supplement of
quality might encourage textbook
publishers to include the
philanthropy content in
mainstream textbooks sold to
schools

�Combine all curriculum related
materials and publish on a CDRom

Organize all of the components
in to a logical order for CD

Another vehicle for distribution of
the materials

Find a CD developed/vendor

Some revenue for the project
Supplemental material (pictures,
quotes, drawings, data) can be
provided on the CD that is ready
for classroom use within a lesson

Burn CD’s and distribute
Publish a list of books that would
be helpful for a school library to
own

CD allows a cost-effective and
efficient way to disseminate the
project materials

Develop a resource library for
the researchers and writers in
the project
Provide local funders with a list
of resources school libraries
might need

Dissemination

Establish one-three interactive
web-sites for the electronic
dissemination of the philanthropy
education content and process
Teachers
Students
Parents

K-12

Purchase the books through the
e-commerce agreement with a
national retailer
Hire the appropriate expertise to
build and maintain one or more
interactive web-sites that meet
the needs of the three primary
audiences

Easy, free world-wide access to
philanthropy education material,
interactive discussions, advice,
and homework resources

Web-based delivery allows the
project to be disseminated
internationally immediately

Undergo web-site redesign
Obtain the source code for
current web-site from MSU

Distribute 100 packets (at least 1
per state) on how to establish a
philanthropy project in your
school or state

A decision needs to be made
whether there is one or three
web-sites based on the needs of
the three audiences

Web trends will be kept as
important primary market data on
interest areas and geographic
markets

Develop a packet for how to
bring the philanthropy lessons to
a school

_____schools utilizing the units
and lessons as a result of
reading the packet

Develop a few models of how the
project can be replicated through
state coalitions in other states

Develop a packet for how to
establish a state coalition to

52 “ state” coalitions supporting
philanthropy education in their

Utilize the pilot schools (set-up
for the test development) to

�integrate philanthropy education
in a state

state (states plus DC and Puerto
Rico)

demonstrate school-wide
participation in philanthropy
education

Establish and support 52 “state”
coalitions with responsibility to
implement philanthropy
education in their K-12 schools.
Partners to include:
Corporate sponsors
Foundations/community
foundations
Regional Assoc. of Grantmakers
NSFRE
Rotary Clubs
Universities
Centers on Philanthropy
Education
State Community Service
Commissions
State Nonprofit umbrella
organizations
Governor’s Office
State Department of Education

Identify the states to be
approached (10 per year)

Education is state-based and
must be led by state leaders

Identify key contacts

52 state based coalitions leading
the implementation of
philanthropy education in their
state

Call together a series of
organizational meetings/educate

Deep integration of the units in to
the state core curriculum

Distribute three newsletters
annually to a national audience,
build readership

Add a third newsletter and
develop a schedule

Dissemination of lessons and
information about the project

Write, produce and mail

Sales of tangible products

Maintain mailing lists

Heightened awareness

Disseminate on the web

Up to date national database

Develop each individual state
strategy

National networks of locallybased organizations will be used
to bring together the right group
for each state
The Project will provide written
direction and onsite consultation
for the establishment of the
coalition

Train local teachers
Tie to each state’s educational
standards and benchmarks

Sponsors will support the first
two years of salary, and first two
teacher training workshops in
order to allow time for the
coalition to gather state based
resources
Through the foundation network,
at least one larger funder will be
identified who is willing to early
financial support and provide
leadership to the coalition
High quality newsletter
Focus more on useful
information for
teachers/students/parents and
make pr function more subtle
Offer tangible resources in each
issue (publish a lesson, original

�Continue to grow national
partnerships with key
organizations
Urban Institute-research
NSFRE-local nonprofit expertise
Aspen Institute-research
GuideStar-web based original
data for students
Forum of RAG’s-national
dissemination at the state and
local level
Education Commission of the
States-state government ties
Ohio-Michigan Service-learning
grant
Teach for America-teacher
training
Integrate the K-12 Philanthropy
Curriculum in to the servicelearning movement’s
expectations for quality

Get formal endorsements in
writing

Project leverages other systems’
resources and reach in
disseminating the message

music etc). Workshop
participants will add new lessons
to the lesson pool
Look for opportunities that
provide a win-win for the
partners

Follow-up on opportunities
currently available to engage in
joint ventures of benefit to both
organizations

Obtain formal written
endorsements when engaging a
partner

Implement the joint ventures

Implement the partnership

Formal endorsement from
Learning in Deed, Education
Commission for the States,
National Youth Leadership
Council, and the Corporation for
National Service
Retain service-learning expertise
on staff as consultants to schools

Philanthropy content will be
taught as a part of every servicelearning activity
Academic knowledge from the
philanthropy curriculum will be
internalized and reinforced
through service-learning

Include service-learning lessons
as part of the lesson pool (strand
4)

Service-learning has over a 10
year developmental history, is
currently popular, has federal
funding support, and a growing
body of research regarding
positive educational results with
students. The Philanthropy
Education Project can go “hand
in glove” with servicelearning….sliding in to the core
curriculum in schools that have
already adopted servicelearning.

Continue to include servicelearning in teacher workshops

Present the Project to at least

Continue to have a servicelearning component in each unit
Staff will keep the calendar of

Visibility with key national

Utilize volunteer presenters with

�____national educational
conferences and ____national
philanthropic conferences each
year

conferences and dates
Staff, Advisory Committee
Members, Board members, and
Teachers will present

networks in philanthropy and in
K-12 education

Utilize network relationships to
build support for state coalitions

A professional conference
program will be established for
volunteers to use

Utilize education conferences to
recruit teachers and schools

Teachers will be trained in how
to demonstrate their lessons in a
conference setting

Utilize philanthropy conferences
to build financial resources,
including the local and state level

Collateral materials will be made
available as “hand-outs”

An e-commerce agreement will
be established with a major
online book retailer

Staff will negotiate the online
agreement

A small amount of revenue for
the project

Staff will identify the books that
are used within the lessons

Easy access to book resources
for the teacher

The web-site will provide
automatic “click-over” from each
lesson plan to the retailer selling
the book
The retailer will pay the project
for each book sold from the website
A membership organization for
individuals and organizations
interested in philanthropy
education will grow to 10,000

All teachers involved in the
project will be initial members
All funders of the project will be

knowledge of the project and the
field, prepare them with a stock
presentation that can be
personalized

A visible and tangible network of
individuals and organizations
involved in philanthropy
education

Supporting classroom teachers
in presenting their lessons to
national conferences helps to
recruit teachers to the project,
and to encourage their growth
and leadership
Developing a relationship with a
large online book retailer will
provide some cash
Teachers and parents can easily
purchase books that have been
reviewed and recommended by
classroom teachers-and they
know what the idea is that is
being taught by the book
A retailer might develop some
interest in both the internally and
externally published materials
from the Project itself
Provide a vehicle for identifying
and holding together teachers
and other
individuals/organizations that are

�Philanthropy Education Network

initial members

interested in philanthropy
education K-12….but are not
necessarily teachers ready to be
teacher-consultants

The current 900 field-test
teachers in 36 states will be
members

Utilize the membership network
as a pool of human resources for
the development of new state
coalitions in philanthropy
education

Membership agreements will be
negotiated with other related
teacher membership
organizations-such as social
studies
A data person will keep track of
membership renewals and
services
Website, print, and conference
presentations will be used to
build membership

Professional Development

Disseminate materials to major
national youth development
groups and major religious
denominations
Provide at least 100 inservice
workshops per year nationally for
teachers who are new to
philanthropy education (2 per
year per state)

Regional staff will coordinate
State coalitions will organize,
promote, and fund after 2 years
Teacher-consultants (peer
teachers who have been in the
project and produced a unit) will
serve as faculty
University content faculty will
train the Teacher-consultants

Establish at least one Masters

Staff needs to write a proposal to

Workshop participants will add
new lessons to the lesson pool
The number of teachers with
training in K-12 philanthropy will
grow from 125 (current)
to______over five years
A core of teachers in each state
will be trained to teach the
lessons
A core of teachers in each state
will be trained to serve as
Teacher-consultants to other
teachers in their state
A core of Masters prepared

Utilize a “train the trainer” peer
method to provide professional
development in philanthropy
Build state-based teachertraining resources
Provide training for teachers to
continue to build “grassroots”
demand for the project-a
movement as well as an
academic area

Select one or two universities

�Degree in Philanthropy
Education
Provide both on campus, and by
distributed education (online)

a large teacher preparation
program with advanced degree
authority
University needs to accept the
proposal and develop the
program

teachers with a depth of
knowledge about philanthropy
education

with a special interest in this area
(a teacher preparation university,
a Center on Philanthropy on
campus, a core group of
teachers with an interest in an
MA, advanced degree authority,
experience in delivering online
teacher education)

Staff needs to build involvement
of teachers in this degree
program through
scholarships/p.r./recognition
Governance/Management

Develop a student teacher guide
to philanthropy education
A new 501c3 organization as a
national entity
Formal, written, outside
evaluation of the Project’s
progress
Staffing and Consultants
Office/Equipment/Structure
Fiscal Management

Youth advisory committee
Content advisory committee
Education advisory committee
Technology advisory committee

Virtual office
Use of technical consultants

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                    <text>[Project Letterhead]
[Date]
Charles N. Quiqley
Executive Director
Center for Civic Education
5146 Douglas Fir Road
Calabasas, CA 91302
Dear Mr. Quiqley
I am writing to follow-up on the recent telephone conversation Phil Kearney had with you about
the Learning to Give program and our request for the Center for Civic Education
endorsement of the effort. As Phil explained, the program is a joint effort of the Council of
Michigan Foundations and a consortium of non-profit organizations, governmental agencies and
businesses.
To date the project has received its major funding from twelve different sources—including the
W.K. Kellogg, Ford, and Ewing Marion Kaufmann Foundations, and the Lilly Endowment.
The project is now at a point where it needs to seek additional foundation and corporate support
to allow it to move from its research and design phase into a nationally available program. A
very important step in building a successful funding strategy—particularly in approaching
potential corporate givers—is to have the support and endorsement of major national education
organizations such as the Center for Civic Education.
It would be immensely helpful to the success of our funding strategy and the project if we could
receive the endorsement of the Center for Civic Education. I hope that you will be able to
respond positively to our request. I have enclosed a suggested letter of endorsement for your
consideration. Please feel free to use it, adapt it in the way that you see fit or, of course, develop
your own letter.
I also have included an overview of the Learning to Give project and a listing of the members of
the Steering Committee. Phil Kearney would be happy to provide any additional information that
might be helpful. You can reach Phil directly by telephone at 734-662-4637 or by e-mail at
philipk@umich.edu.
Thank you for your time and consideration.
Sincerely,

Russell G. Mawby
Chair, Learning to Give
cc:

Philip Kearney
Robert S. Collier
bcc: Kathryn Agard

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                    <text>THE SUGGESTED DRAFT “ENDORSEMENT LETTER”

[Letterhead]
[Date]
Dr. Russell G. Mawby
Chairman Emeritus
W.K. Kellogg Foundation
C/O The Learning to Give Program
630 Harvey Street
Muskegon, MI 49442-2398
Dear Dr. Mawby:
The Center for Civic Education is pleased to offer its endorsement of the Learning to Give
project.
The project’s goal of providing young people with a program to teach them the historic
role and intrinsic value of America’ independent, not-for-profit sector and the importance
of philanthropy—giving of one’ wealth, time and talent for the common good—is most
laudable.
We are impressed with the breadth and depth of diverse experiences represented in the
Project Steering Committee, and the progress that the project has made to date.
We also are gratified to see that the major work of the project, developing a full array of
lesson plans over the K-12 spectrum and the field testing of those lesson plans, involves
practicing classroom teachers.
An important future step will be realization of the project’s goal of making the lesson
plans available free of charge to other teachers. We wish you success in your efforts to
seek corporate support to that end.
With best wishes for continuing success,
Sincerely,

Charles N. Quigley
Executive Director

�</text>
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                    <text>Adding Value by Teaching Democratic Values
Three years ago, we began a project in Michigan to teach children the power of personal
giving and serving. Along the way, we realized our project was becoming a movement.
And now we have the potential to spread our work around the world.
Those of us involved in the surprising evolution of our project are excited about the
possibility of bringing in other organizations to share in our efforts to produce a more
civil society.
While debate may rage in the $980 billion U.S. education industry about effective
delivery models for the future, the Council of Michigan Foundations (CMF) has created a
solid foundation on the World Wide Web for its K-12 Education in Philanthropy Project.
Already, the project – which set out to revolutionize the teaching of philanthropic
principles to children – is reaching tens of thousands of children and educators, both in
the United States and internationally.
The potential of the CMF project, initially funded by the Kellogg Foundation and other
national charitable foundations, has created an extraordinary opportunity for businesses
to establish a real foundation for a more civil society.
We are inviting select organizations to join with us.
The CMF is creating a 501 (C) 3 business consortium composed of several of America’s
leading institutions, including corporate sponsors, a production company, a national
service club and major research universities.
The consortium will sponsor and manage development of a state-of-the-art Website to
deliver the project’s programming and curriculum. The companies that become
associated with the site, through sponsorship, will accrue prestige and a large measure of
good will.
The K-12 Education in Philanthropy Project was incubated in response to growing
cynicism and declining philanthropic participation in society. Its goals were to expand the
popular definition of philanthropy to include the giving of time and talent, no matter the
age or economic status of the giver, and to take the project into schools and homes
throughout the nation, involving families as well as students and teachers.
Through its early Website (www.k12edphil.org) and extensive lesson planning and
writing, the project already has reached thousands of people. New work is being added to
the site constantly. The project’s national potential is more than 100 million students and
teachers, a staggering value for low-key advertising.
The project was born in Information Age technology, going straight to the World Wide
Web for delivery potential without boundaries.

�Yet its purpose is as old-fashioned as family and community values, using the private
sector to spread the word about the power of taking action for the common good through
the independent sector – the nonprofit arena that has produced so many benefits for the
life to the United States.
The consortium is now seeking corporate sponsors to join the movement and to
participate in the growth of a social entrepreneurial project without precedent and without
limits.

�</text>
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                    <text>Education in Philanthropy Project
Draft Plan
Mission
The K-12 Education in Philanthropy Project seeks to perpetuate a civil society by:
• Education children about the independent sector (knowledge)
• Developing behavior and philanthropic experience (skills), and,
• Stimulating private voluntary citizen action for the common good (behavior).
Vision
An international movement to intentionally transmit to the next generation the body of
knowledge, and skills of voluntary citizen action for the common good. This would
include:
the formal teaching of the history, concepts, people, and organizations that form
the body of knowledge about philanthropy
volunteer experiences and experiential learning opportunities for youth that
empower their active involvement as citizens while they are young
and messages, images, and role models in the popular culture that promote civil
society and private citizen action for the common good.
The K-12 Education in Philanthropy Project will work cooperatively within the multiple
systems and other initiatives necessary to achieve this vision. The Project’s unique
competency is in the research and development of the philanthropy body of knowledge
translated for the child ages 5-18.
Definition of Philanthropy
The Project defines philanthropy as: giving, serving, and private voluntary citizen action
intended for the common good.
Role
The Project has a number of roles. The Project:
1. is unique in its work of transmitting the concepts, history, and biographies of peoplephilanthropic studies- to children ages 5-18 (a K-12 curriculum in philanthropy). The
Project is uniquely about the ideas and is the sole content provider for K-12
philanthropy curriculum.
2. is an information-based effort and therefore ideal for internet technology
2. this work includes development of original materials within the following standards:
a. age appropriate from Kindergarten through high school
b. curriculum built with a scaffolding of concepts from grade to grade
c. non-biased, non-sectarian, politically neutral
d. developed, piloted, and field-tested in diverse school environments
e. teacher developed, and field-tested
f. lessons are designed to be infused in to the current standards-based formal
education environment and meet required benchmarks of the core curriculum

�g. lessons have standard components including authentic assessment, scoring
rubrics-units include an experiential component (most commonly servicelearning), and a parent involvement component
h. standardized tests for grades 5, 8, and 11 are being developed according to
testing industry quality standards
i. lessons are written to meet specific learning outcomes for philanthropy education
organized as standards, strands, and benchmarks
3. this work includes the pre-service and inservice professional development of
classroom teachers to expand and enhance their understanding of the body of
knowledge about philanthropy, and to increase their skills in teaching philanthropic
studies
4. this work includes the development of original material in support of both teachers
and students in learning this body of knowledge (bibliographies, biographies,
calendar of events, historic timelines etc). Research and development function
5. identifies the philanthropy knowledge that exists within the university disciplines at
the graduate level and conveys/translates this knowledge in usable form for classroom
teachers. In turn, practicing classroom teachers write units and lessons to
convey/translate this body of knowledge in age appropriate ways, and within their
core academic curriculum, to students
recognizes and operates within the state-based and illusive complexity of the
educational environment-without attempting full standardization of productsrespectful of the professional role of the teacher to operationalize the content
appropriately in their own classroom environment-not a “curriculum in a box”
6. is the only intentional and systemic effort to formally transmit the philanthropic
tradition to the next generation.
Stakeholders
1. Organized philanthropy-corporate, private, and community foundations/nonprofit
organizations, volunteers
2. Organized education-public/private, independent/religious/public, K-graduate school
K-12:
access to all students
College pre-service education of teachers
Graduate inservice education of teachers
graduate education of teachers
academic disciplines
academic centers on philanthropy education
3. Civil societies
United States government
Emerging democratic countries

�Other democratic nations
4. Children and Youth
5. Parents
6. Family Foundations.
Current Products
There are three product and service components of the Project. These products and
services have important interactive and synergistic qualities.
1.

Curriculum
a.
standards, strands, and benchmarks for grades 5, 8, and 11 organized in to
a coherent philanthropy curriculum with specific learning objectives K-12
b.
K-12 units and lesson plans written, piloted, and field-tested by practicing
classroom teachers in diverse school environments that teach the
philanthropy benchmarks. The lessons also meet other required
benchmarks of the core academic curriculum
c.
units are standardized including authentic assessment, scoring rubrics, an
experiential component, and a parent involvement component
d.
a lexicon of key terms used in the curriculum
e.
briefing papers for teachers on key terms in the curriculum (concepts,
people, or organizations)
f.
validated standardized tests for grades 5, 8, and 11
g.
high school level textbook, teacher guide, student guide, CD-ROM under
development
h.
publications/researchFamily Foundation Book
Computer Aided Curriculum Development-doctoral dissertation
Family Involvement Research
Education Membership Organization Research.

2.

Teacher Professional Development
a.
curriculum completed and tested for week-long teacher professional
development in the teaching of philanthropic studies K-12
b.
graduate and continuing education credit provided for inservice
professional development for teachers-Michigan and Kansas
c.
national teachers’ of philanthropy organization initiated
d.
ongoing teacher awareness through presentations at professional
conferences
e.
Masters Degree in Philanthropy Education under development
f.
ties to undergraduate teacher education under development
g.
public policy research related to teacher certification under advisement
h.
substantial development of teacher/classroom support material for
teaching philanthropic studies

�i.

3.

“pilot schools”, (schools volunteering to teach the lessons at every grade
level in a single building or district in an articulated fashion for several
years) receive sustained learning opportunities over many months for
faculty.

Diffusion and Integration
a.
all products of the Project are currently distributed to anyone for free (via
the web-site) or at cost (for print). Cost is not a barrier.
b.
Web-based dissemination. The web-site (K12edphil.org) is continually
being upgraded with new resources and original work
1.
curriculum/lessons
2.
teaching support material
3.
student research links
4.
possibilities
a.
student/teacher/parent interactive site
b.
teacher professional development
c.
teacher formal education for credit
d.
safe student homework site
c.
all products of the Project are copyrighted. Permission is granted for
anyone to use the materials for educational purposes at no cost, permission
is restricted for anyone else to take the products and sell them for profit.
d.
A grassroots, state-by-state, dissemination strategy is utilizing the national
networks in philanthropy and education as systems to reach deeply in to
local communities-nationally and internationally. Strategic alliances are in
place or easily achievable with key networks:
1. Philanthropic Networksa. National and international grantmaking foundations
b. Foundation affinity groups
c. National and international nonprofit organizations
d. National and international trade associations and technical support
centers to the “industry”
e. National and international research organizations
f. Networks of advisors working within philanthropy: accountants,
attorneys, insurance agents, investment advisors
g. Professional organizations of employees in the sector
2.

Educational Networks- (Large, complex, diverse, and interactive)a. National and state based teacher discipline-based professional
organizations (National Council for Social Studies, Reading
Association etc)
b. National and state based educational organizations for each type
of professional within education and each type of school (private
school superintendents-for example)
c. National and state based unions
d. National and university based education research and teacher
certification programs

�e. National and state based university educational programs related
to philanthropy-Campus Compact, University Academic Centers
on Philanthropy and Nonprofit Management, ARNOVA, ISTR
f. Education related parents’ organizations
g. For profit vendors specializing in education as a market
h. State university systems

d.

3.

Related Governmental Networksa. Association of State Attorneys’ General (primary regulators of
the nonprofit sector)
b. Internal Revenue Service-Nonprofit Tax Division
c. Securities and Exchange Commission
d. World Bank, AID
e. Education Commission of the States (association of state
school superintendents)
f. National Governors Conference
g. Association of State School Boards
h. National School Board Association
i. Corporation for National Service (Peace Corps, Vista,
Americorps, Senior Volunteer Corps, service-learning)

4.

Youth Development/Service-Learning Networksa. Traditional youth development organizations (4-H, Boy Scouts)
b. Youth empowerment organizations (Youth on Board)
c. Service learning and volunteer promotion (Youth Service
America, National Youth Leadership Council)

5.

Media and Other “Content” Providersa. CNN and PBS special feature reports on philanthropy
(video-biographies, social movements, historic events,
organizations)
b. Movies-television-radio-theater (philanthropy messages in the
popular culture)

6.

Religious Organizations-National and International
a. Youth ministry
b. Historic traditions and content

Traditional Public Relations
1. Semi-annual newsletter, corporate identity, news coverage
2. Membership organization

4Operations
a.

Steering Committee
1. All volunteer

�2.
3.
4.

Foundation, business, and education representatives
Michigan-based with international reach
Advisory

b.

Council of Michigan Foundations
1.
Legal entity (membership association of grantmaking foundations
in Michigan-a Regional Association of Grantmakers. RAG)

c.

Staffing
Executive Director
Director of Marketing and Public Relations
Executive Secretary
Teacher-in-Residence (beginning summer 2000)

d.

Long-term Consultants
Sustainability Planning and Corporate Sponsorship
Assessment Development (Test Development)
Web-site Development and Management (Michigan State University)
Teacher Support Material/Research/Writing
Newsletter and Publications
Lesson Editing
Service-learning Technical Assistance
Service-learning Research (academic achievement, status in Michigan)
Program Evaluation (Michigan State University team)

e.

Teachers
30
Initial Teacher-Consultants
30
New Teacher-Consultants
70
New Teacher-Consultants
900
Field-test teachers nationwide

f.

g.

Funding
W.K. Kellogg Foundation
Lilly Endowment
Ewing Marion Kauffman Foundation
Charles Stewart Mott Foundation
Anonymous Donors
Ford Foundation
McGregor Fund
Guido and Elizabeth Binda Foundation
Aspen Institute
Michigan Department of Education

Began in 1997
Began in the summer of 1999
Summer of 2000

General project support
General project support
Specific support
Specific support
Specific support
Specific support
Specific support
Specific support
Specific support
Specific support

Offices
Muskegon, Michigan within the Muskegon Area Intermediate School
District (a regional technical support center for area schools)

�SWOT Analysis
Strengths:
We are the only ones working on this niche
CMF is a highly respected philanthropic organization with strong national and
international reach
CMF, and the Project leadership have experience in successfully launching large,
complex social and systemic efforts that have become national models
CMF has close, direct, ties with and within the key stakeholder networks nationally and
internationally
Emerging university-based centers on philanthropy, nonprofit management, and public
policy are developing a taxonomy of philanthropy education at the
graduate level that offers access to faculty (for teaching teachers),
research, and content resources
Individual members of the Steering Committee are highly respected in their fields and
have substantial national and international reach
Youth empowerment/service-learning/volunteerism are ascendant ideas in the popular
culture
Service-learning is gaining acceptance as a legitimate teaching strategy with strong
pedigogy and a developing research base
Teachers are at the core of the project and it is in the classroom where change occurs
The United States general population is becoming increasingly alarmed at the violence
in schools and in the socialization of the next generation
United States policy-makers are becoming increasingly alarmed at the decline in “civil
society” behaviors in the nation (voting participation, association
membership, trust in neighbors, self-help, nature of civic discourse on
public policy issues)
Schools are becoming increasingly open to flexibility in the curriculum
One of the major purposes for universal public education is to educate citizens for
participation in democracy
Educational institutions and commentators are discussing the need for content in the
curriculum
Standards-based education offers an opportunity to move high quality, new curriculum
material in to the core academic curriculum
The internet offers complex and effective opportunities for directly teaching teachers,
students and parents-worldwide and instantaneously
The internet offers vast opportunities for collecting, sorting, and organizing information
resources in support of the curriculum
The internet offers alternative access for teachers and students that is not dependent
upon the purchase or the selection decision of textbooks
The Project is producing high quality products.
Weaknesses
Funding is on three-year grant cycles from foundations with specific program interests.
General sustained support is not possible from the foundation community.

�Substantial time and resources are spent in writing grants, rewriting,
waiting for decisions, and reporting.
Substantial time and resources are spent in financial management.
Funding of components of the Project is uneven with little flexibility to
move resources as they are needed.
The Project is under-capitalized to move outside of Michigan in any substantial way in a
reasonable amount of time.
Solutions to specific operational problems are resource-based, not strategic or technical.
Enhancements to the Project are limited by resource constraints.
The R and D effort in Michigan may be viewed nationally as too provincial, as might the
offices located in a small midwestern community
National culture is becoming increasingly rude, violent, disrespectful, indulgent and
intolerant. Children are unceasingly bombarded with powerful visual,
auditory, and interactive messages that are at odds with philanthropy
Children are increasingly isolated from the mainstream of society and have little
opportunity to constructively engage their communities to learn
community leadership skills
The cultural and core democratic values in the curriculum are uniquely institutionalized
and elaborated in the United States, the international translation of these
values will require substantially more resources (financial, research,
expertise) on a country by country basis
Teacher acceptance of the internet as a teaching tool, their own use of the web, their
comfort level and training, and their attitude toward technology is very
mixed. It appears slower to acceptance than in other professions. In
addition, many teachers have no access, or only access to old/slow
technology.
Threats
The next President will move service and civil society issues off of the national agenda
Potential “competitors” will realize there is a difference between civics education (how a
bill becomes a law), and philanthropy education (volunteer leadership for
the common good) and will add this curriculum to their offerings
Fold for lack of capital
Opportunities
The acceptance (and even mandate) of service-learning opens a door in education for
this curriculum
Broad national programs set a tone in support of the curriculum: America’s Promise,

�Corporation for National Service
People are concerned about civil society and the next generation
New democracies are anxious for assistance in teaching their next generation about civil
society and how to live in a democracy
Unlimited opportunities via the internet to transport this information internationally
Teacher education/certification/and professional development are topics of current
discussion and therefore more “fluid”
Schools are beginning to operate in competitive environments, increasing their search
for programs with a “competitive edge”
The connotation and the content of the Project are appealing-striking core democratic
values in the culture
Strategies
Grass-roots, teacher-focused, teacher-led effort
Authentic, diminishes teacher reluctance to change, speaks directly to the
person who must implement the change, assures age appropriateness,
assures feasibility in implementation, increases ownership by the key
stakeholder, builds grassroots momentum
Pilot and develop in Michigan
Strong web of philanthropic organizations-including the RAG, a cohort of
national and international grantmaking foundations, a history of
cooperation between organizations
Strong education establishment including standards-based education and
state assessment, substantial teacher-education resources, and major
education and research universities
Utilize technology from the very start of the project for development and dissemination
Immediate opportunity to be a world-wide project
Opportunities to network teachers in to a teaching-learning community
Opportunities for teachers to overcome the isolation of their classrooms
and work together to create the curriculum and the lessons
Aim for high quality, and seriousness in implementation
Each element is piloted, independently reviewed for fairness, field-tested
by impartial teachers, evaluated. Standardized testing adds rigour.
Develop the curriculum and materials within the constraints of the formal educational
system
Requires obedience to core democratic values acceptable in public
education
Requires academic rigour and quality
Subjects lessons to scrutiny of professionals who know children

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                    <text>THE SUGGESTED DRAFT “ENDORSEMENT LETTER”

[Letterhead]
[Date]
Dr. Russell G. Mawby
Chairman Emeritus
W.K. Kellogg Foundation
C/O The Learning to Give Program
630 Harvey Street
Muskegon, MI 49442-2398
Dear Dr. Mawby:
Educators for Social Responsibility is pleased to offer its endorsement of the Learning to
Give project.
The project’s goal of providing young people with a program to teach them the historic
role and intrinsic value of America’ independent, not-for-profit sector and the importance
of philanthropy—giving of one’ wealth, time and talent for the common good—is most
laudable.
We are impressed with the breadth and depth of diverse experiences represented in the
Project Steering Committee, and the progress that the project has made to date.
We also are gratified to see that the major work of the project, developing a full array of
lesson plans over the K-12 spectrum and the field testing of those lesson plans, involves
practicing classroom teachers.
An important future step will be realization of the project’s goal of making the lesson
plans available free of charge to other teachers. We wish you success in your efforts to
seek corporate support to that end.
With best wishes for continuing success,
Sincerely,

Larry Dieringer
Executive Director]

�</text>
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                    <text>The Learning To Give Project
The Council of Michigan Foundations (CMF) and a consortium of nonprofit
organizations, governmental agencies and businesses in 1997 began an innovative project
to counteract the decline of civic involvement by targeting young people with a program
to teach them the historic role and intrinsic value of America’s independent, not-forprofit sector and the importance of philanthropy–giving of one’s wealth, time and talent
for the common good.
With major funding from the W.K. Kellogg, Ford and Ewing Marion Kauffman
Foundations, the Lilly Endowment and anonymous donors, CMF created “Learning to
Give” as a voluntary K-12 education in philanthropy initiative. Quietly and with little
fanfare the project has been developed with the help of K-12 classroom teachers and
field-tested throughout the nation. So far, more than 550 lesson plans have been written
by teachers working on a volunteer basis.
The initiative represents a significant advancement beyond existing service-learning
programs and social science curriculum already in public schools. It includes wideranging content about the independent sector previously missing from the servicelearning movement and the core K-12 academic curriculum. The initiative’s subject
matter is interwoven with history, geography, government and economics. But more is
involved. Without the Initiative, students might never be directly exposed to the role of
volunteers in building a civil society–-or even why having a civil society is important.
Students in the Learning to Give Initiative learn not only how to give of their time and
talent, but also the past, present and future importance of participating in the common
good.
Importantly, the Initiative has embraced the latest in Internet technology to expand and
reach our nation’s teachers, students, family and volunteers. Through its website
(www.Learningtogive.org), teachers across the nation, free of charge, can access and then
directly download the Project curriculum, lessons and resource materials.
The Initiative has been guided in its initial phase by a volunteer steering committee.
While incubated in Michigan, the initiative has ensured that its steering committee
members bring important national perspectives in their areas of expertise. Committee
members include individuals from national and regional foundations, national and state
councils for social studies, national and regional business interests and corporations,
classroom teachers and administrators, the National Board for Professional Teaching
Standards, the Michigan State Board and Department of Education, and faculty from
centers on philanthropy at Indiana University, Grand Valley State University (Michigan),
Case Western Reserve University and the University of Missouri in Kansas City.
More information on the project is available by contacting Learning to Give, 630 Harvey
Street, Muskegon, MI 49442-2398, and Telephone 231-767-7206 or by visiting our
website at www.Learningtogive.org.

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                    <text>[Project Letterhead]
[Date]
Larry Deiringer
Execuitve Director
Educators for Social Responsibility
23 Garden Street
Cambridge, MA 02138
Dear Mr. Deiringer:
I am writing to follow-up on the recent telephone conversation Phil Kearney had with you about
the Learning to Give program and our request for Educators for Social Responsibility
endorsement of the effort. As Phil explained, the program is a joint effort of the Council of
Michigan Foundations and a consortium of non-profit organizations, governmental agencies and
businesses. I serve as a member of the project Steering Committee and am writing on behalf of
our committee chair, Russell Mawby, who currently is traveling out of state.
To date the project has received its major funding from twelve different sources—including the
W.K. Kellogg, Ford, and Ewing Marion Kaufmann Foundations, and the Lilly Endowment.
The project is now at a point where it needs to seek additional foundation and corporate support
to allow it to move from its research and design phase into a nationally available program. A
very important step in building a successful funding strategy—particularly in approaching
potential corporate givers—is to have the support and endorsement of major national education
organizations such as Educators for Social Responsibility.
It would be immensely helpful to the success of our funding strategy and the project if we could
receive the endorsement of the ESR. I hope that you will be able to respond positively to our
request. I have enclosed a suggested letter of endorsement for your consideration. Please feel
free to use it, adapt it in the way that you see fit or, of course, develop your own letter.
I also have included an overview of the Learning to Give project and a listing of the members of
the Steering Committee. Phil Kearney would be happy to provide any additional information that
might be helpful. You can reach Phil directly by telephone at 734-662-4637 or by e-mail at
philipk@umich.edu.
Thank you for your time and consideration.
Sincerely,

Robert S. Collier
President
Council of Michigan Foundations
cc: Philip Kearney
bcc: Kathryn Agard

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                    <text>Evaluation: Quality/Impact/Civic Value
The Learning to Give Initiative is committed to quality and to evaluation on multiple levels.
Policy, Evaluation Design, Oversight, and Reporting
The evaluation of the Initiative and its impact is guided by a volunteer-led committee that meets at least
two times per year. The committee is composed of seasoned professionals from the nonprofit sector,
community leadership, and education. The committee reports, both verbally and in writing, on the progress
of the project, “lessons learned”, and with interim evaluations to the Steering Committee twice per year.
Quality Assurance Protocols
Evaluation within the lesson development protocols occur at each stage of development.
Student learning benchmarks have been developed using a Delphi research process involving national
philanthropic leaders. The research results were then reviewed by over forty K-12 classroom teachers and
refined for age appropriate expectations. The benchmarks were presented to and approved by the Project
Steering Committee.
Individual units and classroom lessons are written to a standard template that includes authentic assessment
guidance of student learning, and rubrics for scoring. The lessons/unit structure and teaching process are
reviewed by two experienced educators prior to piloting the lessons.
Each lesson is reviewed by an Independent Fairness Review Committee composed of representatives from
various points of view-ethnic, geographic, cultural-under the guidance of an outside psychomatrician.
Each lesson is then piloted in the authoring teachers’ own classroom. Following any revisions made by the
author, each lesson is then sent out to five other volunteer teachers for a “blind review”. A written
evaluation of the lesson provided on a standardized review form is sent to the outside psychomatrician to
assess the usefulness. In addition, student work created as a result of the lessons taught in the field-tests
will begin to be collected starting in the fall of 2001.
Standardized Testing of Student Learning
Standardized tests of student learning at grades 5, 8, and 11 are under development. The testing instrument
has been designed by the teachers, and the initial questions have been drafted. During the next two years
the standardized tests will be developed according to educational testing industry standards. This will
allow a teacher to compare their students’ work with others across the nation.
To assure the initial validity of the tests, 20 school buildings (5 per grade level: K-2, 3-5, 6-8, and 9-12) are
being recruited. These pilot schools are committing to teaching the lessons at each grade level over a
period of time. This provides the opportunity to assess the articulation of the lessons from grade to grade,
and to review the student retention of the philanthropy material. The piloting phase is beginning in January
2001.
Independent Outside Evaluation
The Initiative is being evaluated on three year cycles (1997-2000 and 2000-2003) by a team from Michigan
State University. The evaluation utilizes multiple strategies that provide for inter-rater reliability
comparisons on issues of judgement/opinion. The team members and strategies are:
Dr. Diane Zimmerman, University Outreach, Stakeholder Interviews: the first interviews of expectations
were completed in 1998. The second round of interviews will occur in 2001.
Dr. Brian Silver, Public Policy Research: survey research of participating teachers. The surveys are
completed as a baseline when the teacher enters their first summer professional development institute, and
then are repeated bi-annually.
Dr. Mark Wilson, Geography and Economics Professor: quarterly reflective journals on specific research
questions from the teachers involved.

�Dr. Robert Floden, College of Education: analysis and evaluation of student generated work (K-12) from
the pilot schools, and field-test teachers, this will include video-taping of student projects. In addition there
is an option for onsite observation of the teaching of some of the lessons in the pilot school classrooms.
Dr. Thomas Hirsch (independent consultant and psychomatrician): pilot site teacher evaluations of student
achievement and articulation between grade levels.
Outcomes
Staff of the Initiative report on the “countables” related to outcomes and products. These numbers are
reported by function to the Steering Committee two times per year.
The number of units and lessons
Number of benchmarks that have a sample lesson
Number of social studies and English language arts benchmarks covered by a lesson
Number and topic of briefing papers
Number of hits on the website
Number of teachers, types of teachers, attending the summer institutes
Number of teacher meetings
Any new publications etc.
Impact
Journals, survey instruments, teacher meetings, and field-test forms are all used as avenues to collect
teacher observations on the impact of the lessons on the students.
Since the Initiative is only three years old, and the initial lessons have only been online for two years, its
difficult to measure whether this K-12 oriented education will have a long term impact on civil society two
decades hence. As secondary measurements, the evaluation team is considering a survey form that asks
high school juniors and seniors about their future intent to become involved in their community.

�</text>
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                    <text>COUNCIL OF MICHIGAN FOUNDATIONS
K-12 EDUCATION IN PHILANTHROPY PROJECT
TO:
FROM:
RE:

Dorothy A. Johnson, Russell G. Mawby, James A. Kelly
Kathy Agard, Director
Fund-Raising Visits

Enclosed is a brief overview of the money needed in order to complete the project and
the money we would like. You may remember that we cut $1 million from our original
request to the W.K. Kellogg Foundation knowing that we would need to raise additional
funds from other sources. In addition the WKKF has requested a longitudinal study of the
impact of the grant, and there are some new ideas which have emerged over time.
Included is a short annotation on what the additional funds will purchase. Raising $2
million would be terrific.
Also, enclosed is an annotated list of potential funders, starting with those outside of
Michigan who are most likely to be interested in the project. This list might provide a
framework for our discussion of fund-raising strategy. An exciting time! Talk with you
Wednesday the 26th at 9 a.m. Thanks!
FUNDERS
New York Based
DeWitt Wallace-Readers Digest Fund
The Ford Foundation
Surdona Foundation
Carnegie Corporation of New York
The Rockefeller Foundation
Philadelphia
The Pew Charitable Trusts
Baltimore
The Annie E. Casey Foundation
Chicago
John D. And Catherine T. MacArthur Foundation
San Francisco
Evelyn and Walter Haas Jr. Fund
Milwaukee
Lynde and Harry Bradley Foundation
Michigan
The Frey Foundation
Charles Stewart Mott
Ford Motor Company
Chrysler Corporation Fund
Consumers Power Foundation

POTENTIAL REQUEST
$1 million +
1 million+
1 million
500,000
500,000
500,000
100,000
500,000
50,000
100,000

�Items that cause us to need more funds are:
Some further administrative support for CMF, there is only 33,000 in year 1,
nothing is budgeted in years 2 or 3
The new longitudinal study requested by WKKF Board, (may be able to be
worked
out with Lilly, but is not budgeted at this time and may be expensive)
To fill budget holes during the grant; no supplies year 2 and 3
no secretary, year 3, limited travel year 3, etc.
To complete major portions of the grant design in years 2 and 3
Mini-grants to principals ($5,000 @)
Service learning challenge grants to community support agencies
All of the dissemination in year 3 (curriculum distribution to ISD’s,
training, state and national conference, newsletter, other
print
materials)
Additions: library books for children and youth which support the units
stipend for a service learning coordinator (optional)

�DeWitt Wallace-Readers Digest Fund
2 Park Avenue
23rd Floor
New York, New York 10016
Mission:

to foster fundamental improvement in the quality of education and
development opportunities for all school-age youth...
Areas of Interest:
improving services to children and youth in elementary and
secondary schools
provide for the professional development of working teachers
encourage the use of new methods to teach children
revitalize library services
integrate service-learning into the curriculum of schools
help young people explore career options
prepare teachers and social workers to better serve young people
improve services to children and youth through school-community
collaboration
Grant Profile: often multi-year and $1 million+ is a common grant award
apply by letter of inquiry
Related Projects:
funded Active Citizenship Today (field guides) for the CloseUP
and Constitutional Rights Foundation
partner with WKKF to support National Youth Leadership
Council “Generator Schools” re: service-learning
provide continuing support to Youth Service America
Frank Dirks may have a contact and advice
WKKF Program Officer may have advice
The Ford Foundation
320 East 43rd Street
New York, New York 10017
New Funding Area of Interest (January 1997): Education, Media, Arts and Culture
Alison R. Bernstein, Vice President
L. Steven Awerling, Senior Director
Two sections: 1) education, knowledge and religion; 2) media, arts, and culture
Grants will focus on educational reform K-12
Support for research, devilment, social science training and curriculum
Grants:
Often multi-year, grants over $1 million are common
Funded Independent Sector publication a Compendium of Resources
for Teaching About Philanthropy, Volunteerism and the Nonprofit Sector
(college)
Provided initial start-up funding and have continued 10 years of support
for Youth Service America.

�Michael Seltzer has just funded a community foundation project in Ohio which shows a
common interest.
Surdona Foundation
Edward Skloot, Executive Director
1155 Avenue of the Americas
New York, New York 10036
$400 million in assets, Grants $1,000-5 million

$5,000-75,000 typical

Funding areas of interest:
Environment, Community Revitalization, Building an
Effective Citizenry
Related funding:
Have funded the Heartwood Institute program on K-12 ethics
also the Student Service and Philanthropy Project (like our
YAC’s...youth grantmakers to teach philanthropy)
The Carnegie Corporation of New York
437 Madison Avenue
New York, New York 10022
Grant High: $1 million
Area of Interest:
Education of all types at all levels
Participated in funding book: Learning for the Common Good, Liberal Education,
Civic Education and Teaching About Philanthropy
Funded program: City Youth LA....a service learning program for the middle
school...Constitutional Rights Foundation grantee.
Rockefeller Foundation
420 Fifth Avenue
New York, New York 10018-2701
Grants:
$98-2.4 million
Interest Area: the arts and humanities....curriculum development
Funded: Independent Sector Compendium of Resources for Teaching about Philanthropy
The Pew Charitable Trusts
Once Commerce Square
2005 Market Street, Suite 1700
Philadelphia, Pennsylvania 19103-7017
Grant Typical: $200,000-500,000
Areas of Related Interest: Education
restructuring American education for higher performance
developing and supporting faculty

�building bridges between schools, colleges and workplace
Religion
The Annie E. Casey Foundation
701 St. Paul Street
Baltimore, Maryland 21202
Grants focus: on children
Areas of related interest:

promoting comprehensive state and local school reform
providing training, tools and models for change
Funding at: $10,000-30,000 average level
Outside of East Coast
The John D. And Catherine T. MacArthur Foundation
140 South Dearborn Street
Chicago, Illinois 60603
Areas of related interest:

Grants:

Education which focuses on professional development of
educators, improving educational standards and s
student assessment
Systemic, sustainable change
Strategies which help future generations
Average $75,000-600,000
Typical grant is over $100,000

The Lynde and Harry Bradley Foundation
777 East Wisconsin Av., Suite 2285
Milwaukee, Wisconsin 53202-5395
Assets: $400 million
Grants Range: $500-500,000
Typical $25,000-150,000
Areas of Interest:
Projects that provide a renewed, healthier ad more vigorous sense
of citizenship...
Consequently they will seek to reinvigorate institutions of civil
society....that cultivate, and provide room for the exercise
of citizenship, individual responsibility and strong moral
character
Curriculum development
Approach:
Letter of inquiry (March 1, July 1, Sept 1, Dec 1)
Evelyn and Walter Haas Jr. Fund
Lisa Arnold, Grants Administrator
One Lombard Street, Suite 305
San Francisco, California 94111
Areas of Interest:

Encouraging volunteer service and philanthropy

�Promote self-help and self-sufficiency
Grants:
$10-100,000
Other Potential Michigan Funders
Charles Stewart Mott Foundation
Civil Society Interest
Philanthropy Interest
Frey Foundation
Ford Motor Company Fund
Chrysler Corporation Fund
Education = 47% of grants budget
Civic Programs= 11%
Consumers Power Foundation

�</text>
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                    <text>Learning to Give
The Council of Michigan Foundations
Outcomes Overview
The Council of Michigan Foundations is entering the next stage of development of
Learning to Give. Three specific goals are being pursued to position the project as the
research and development source for content and as the standard setting organization
related to the quality of K-12 philanthropy education. First, the council has outlined the
outcomes it hopes to achieve with students. Second, it has envisioned the process for
achieving the desired outcomes. Third, it has begun development of an ambitious web
site that can take the vision of philanthropy education throughout the world.
Students
Intellectual Goals
By participating in Learning to Give, each child will understand the full meaning of
citizen action for the common good through giving and serving.
Each child will understand the importance, both to democracy and to his or her life, of
major ideas of philanthropy such as:
• The risk of factions and how voluntary associations keep society together.
• How the independent sector protects minority voices.
• How the independent sector has worked throughout history.
• The motivations of philanthropists and the lasting impact of their lives.
• The power each student has to do good without needing adult permission to excel in
this most healthy channeling of youthful idealism and energy.
Actions and Behavior
Every child will have a positive experience in volunteer service and will develop the
basic skills to become an involved citizen.
As they mature, students will become increasingly involved in positive social action and
public service.
Teachers
Teachers will know how to teach philanthropy as an integrated part of the school
curriculum. They will master the philanthropy content and the use of service-learning as
a teaching process.

Learning to Give

�Parents
Parents will know how to teach and reinforce the material at home. In time, they will be
taught by their children and share the joy of personal growth with them.
American Society
The next generation of American schoolchildren will be fluent in the language of giving –
they will understand the role of citizens and will have the skills to engage in both
government and private action for the common good outside of government.
The World
Emerging nations and other democratic countries can utilize these materials to build
similar educational materials and outcomes in their countries, as well as to enhance the
American curriculum with a worldwide perspective.
The Process
Intellectual Content and Skill Development
• The content that defines what students should know and the skills they should have
at each grade level is identified.
• Curriculum themes are organized by standards and benchmarks as well as by grade
band (K-2, 3-5, 6-8, 9-12)
• Sample units are being written with specific ties to the national social studies content
standards in history, economics, geography, and government.
• An intellectual "scaffolding" of what students should know at each grade level is
being developed.
• For each benchmark, an age-appropriate definition for the student and a lexicon for
the teacher that provides basic information on each concept is being developed.
• For each major topical area, a three-to-five-page briefing paper to assist teachers
who lack content knowledge in that area is being written.
• For each strand, a standardized test at grades five, eight and eleven is being
developed so teachers can compare what their children are learning to other
students.
• For each benchmark, a sample unit or lesson that teaches the concept at the
appropriate age level is available.
• Each lesson is written to a standard educational template.
• Each lesson has a rubric for assessment of learning.
• The majority of units (a set of lessons) have a service-learning component.
• The majority of units have a component involving the family.
Materials and Skills
• Teachers and students will have support materials related to the age-based content
and student skills. For example:
Posters for the classroom.
Philanthropic bibliographies, quotations, stories.

Learning to Give

�•

•

Teachers will build their content knowledge in philanthropy and skill in teaching
through service learning. For example through:
In-service workshops.
Teacher-to-teacher workshops.
Summer institutes.
Pre-service education.
Graduate education.
Textbooks will be written and published with related student and teacher guides, and
will include a CD-ROM version for students, and teachers.

Reaching Families
Families will be reached to build their skill in supporting their children.
Through family-based homework.
Through orientations for families.
Through family communication with school.
Web-site/Mission Orientation
The project’s Web site is a major delivery strategy. The site, which is already
operational in a basic format, will evolve into a vehicle for delivering the content and
skills to all audiences worldwide.
Meta-site Strategy
One major site with sections is a simpler approach than to have separate sites. A “Metasite” would link the site with all other sites containing germane content.
Students
• Age appropriate. The web site must work for students K-12 with different ages
doing different things via the Internet.
• Interactive. The site should be interactive and use such common devices as games,
self-instruction, video/audio, and original documents to be accessed by students.
• Instructional. The site should be a place for students to do their homework, for
example a lesson on Jane Addams related to immigration and the early organizing
of social institutions such as the NAACP, and the field of social work.
Web link to the Jane Addams home page and to Hull House.
Copy of Jane Addams speeches, plus real Audio of actress reading the
speeches.
Video of what life was like during this period of time.
Q &amp; A section with speedy response via e-mail to student questions.
Discussion in the chat room about how women have used the non-profit
sector as an alternative power structure.
Link to social work career pages and content about what a student needs to
study to become a social worker, community activist, or child care worker.
For younger students especially, the site should provide step-by-step
assistance so the child also learns how to catalogue information and
search for information.

Learning to Give

�•
•
•

•

Across space. The site should allow international links, joining students learning
similar things in other countries, through cyber-pen pals and joint homework.
Youth Involvement. Young people should be empowered to add to the site and to
the flow of ideas.
Chat room and other ways to reach peers. The site should provide a chat room
related to philanthropy (perhaps monitored by a class as a part of their
volunteerism), in addition to e-mail, ListServ communications between youth, pages
for pictures of student projects and discussion with teachers.
Incentives for working on the net. The site should provide incentives for reading
philanthropic books, watching movies (with a movie guide to be answered online),
music, perhaps submitting original work (movies, music, poetry, essays).

Teachers
• Teachers currently are using the web site for curriculum materials. The site should
provide a wealth of such information for teachers.
Standards and benchmarks.
Lesson plans.
Testing booklets.
Briefing papers and Definitions.
• The site also should provide access to original documents and background
materials.
Timelines.
Bibliographies (web sites, music, art, books, places to visit).
Textbooks.
• Easy connections to other related and helpful sites.
• Teachers should be able to access a readily available discussion site.
Teacher chat room.
List-Serve.
E-mail.
• Chance to be a part of an international network of teachers.
• Teachers also should have a connection to students.
Some way to receive or monitor student work (as appropriate).
Opportunity to give students feedback.
Families
• Families should have an easy-access link to the web site, including an e-mail link
with teachers to discuss projects and ideas.
• It is vitally important to assure a “safe site” for young people.
• Families can work together on projects, such as tracing a family’s philanthropic
history, using a web-based form.
• Parents could review and check the students' work on philanthropy

Learning to Give

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