641 24 26018 https://digitalcollections.library.gvsu.edu/files/original/63252cee56a7ca648c0a0e5cd19bd023.pdf ef44d5eb6efd510a5c6d49767913c0aa PDF Text Text Tab 8 AN ACTION Of' THE HEART A f'ROJ£CT f'OR THE HIND Date: January 30, 2001 To: Council of M chigan Foundations Board of Trustees From: Dr. Russell . Mawby, Chairman, Learning to Give C. David Ca pbell, Steering Committee Member Julie F. Cummings, Steering Committee Member Dorothy A. J~hnson, Steering Committee Member Dr. John W. r orter, Steering Committee Member Re: Learning to Give Update Namo Change The Project has been ren med "Learning to Give" (LTG) upon the advice of the national consultants worki g on securing corporate underwriting. Removing the word "philanthropy" from ~e title avoids public misunderstanding and confusion. As Learning to Give gain na~ional stature. the name change will reinforce its much broader and deep r mission: to instill charitable values, traditions and practices among America' youth. New National Partnershi~s I As part of planning for a pessil::lle national launch of Learning to Give, and at the request of project funders, partnership agreements and endorsements are rapidly being negotiated with key nonprofit and educational groups. Partnerships are specific, written agreemer ts to assist the LTG effort including, for example, presentations about the pr9ject at national conferences, assistance in establishing state coalitio Is, inclusion in newsletters, sharing materials, office space and in some cases staff. Partners will be formed into an advisory panel, meeting at least once a year about Learning to Give. Endorsements are letters of support that may mature in to partnerships over time. They still demonstrate an int~re~t and willingnesr to help LTG on the part of the national endorsing orgamzat1on. Page 94 �95 LTG 2000 Report!KAA Organizations committing o a partnership with Learning to Give are: • Independent Secto~including LTG office space in Washington D.C. • Association of Fun raising Professionals (formerly National Society of Fundraising Execut ves)- including financial and staff support for LTG at national and region I levels • United Way of Arne ica • Forum of Regional Association of Grantmakers • National Center for rlack Philanthropy • National Council of onprofit Associations • Urban Institute and, Center for Philanthropic Studies, National Center for Charitable Statistics Preliminary conversations hnd meetings have been held with: • Council on Foundatrons • National Associatiol of State Attorneys General • Association of State Schbol Officers • ARNOVA • National Associatio of State School Boards • National Conferenc of State Legislatures • National Governors' Conference • National Education ssociation • American Federatio of Teachers • National Council fo~ocial Studies • Council of Great Cit Schools • National Associatio of lf1dependent Schools • Learning in Deed • GuideStar • Education Commissron of the States j Partnerships and endorse ents will be completed by late spring. Overview of Results During 2000 During the past year, the ~-12 Education in Philanthropy Project staff, teachers, and volunteer leadership: • completed the Project'! research and design phase (including successful teacher professional detelopment institutes in three different formats in two states; refining and expediting the lesson development process; strengthening relation hips with two university-based Centers' on Philanthropy for briefin.g paper development; completing three important baseline research studi1s; al')d adding search tools to the Web site,} �96 LTG 2000 Repon!KAA • dramatically increased the Project's "reach" in terms of numbers of classroom lessons, teacher parti~pation, and support materials (going in one year from 125 lessons to 550 les onsi 77 teachers to 125 teachers ; 0 briefing papers to 48; no search engin capabilities to a resource room and formal search engine on the Web sit ,) • refined operational s~stems and quality assurance protocols (added 20 outstanding individuals tG> the Fairness Review Committee process; redesigned the underl~ing Project database as a relational database allowing for searches and analyfis; designed and brought online streamlined systems and organizational templates for teacher institutes,) • enhanced the Project'~ Web site (moved from a dot.edu environment to a dot.org platform to allow a-commerce and better tracking of site use; added 180 lesson plans; Ia nched a user friendly search engine; developed a "Resource Room" sea h site; including 18 new briefing papers; provided for teachers' to register for the summer institutes and field-testing online; began a monthly calendar of ph1 ant~ropic events, and • developed a comprehe sive "business plan" for expansion and integration of the Project into comm nities and classrooms across the nation over the next three to five years. Please let one of the staff know if you would like a copy of the recent full report on the progress of Leamirg to Give. The next Steering Committee meeting is scheduled for May 10, 200~. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2001_BB_2001-02-15_Learning-to-Give Title A name given to the resource Council of Michigan Foundations 2001-02-15 board book Learning to Give Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2001-02-15 board book Learning to Give. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50400 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-02-15 https://digitalcollections.library.gvsu.edu/files/original/fb0ee0e67d3b053bb372c34f1a17c296.pdf 7db4e2cc0f9a9ccbd98c98213c1f4f4e PDF Text Text Tab 3 Date: January 30, 2001 Memo to: CMF Board ofTrusfees From: Herbert {Ted) D. D~an Re: CMF 12-31-00 Investment Report I Resolved: Tbat tbe CMF Board f T rustees accept the December 31, 2000 Investment Report. On a quarterly basis, the combineq llnvestment Committee for the Council ofMichigan Foundations (CMF), Michigan Community Foundations' Venture (MCFV) and the Michigan AlDS Fund (MAF), mee to review the investment performance for the operating and pennanent endowmept funds. The reports contained in this section are the return infonnation that will be reviewed by the Investment Committee on February 8, 2001. The enclosed Investment Report hab been broken down into three sections. Investment Performance R eport The bench-mark is based on the tar eted asset allocation formula listed below. S&P 500 S&P 400 S&P 600 International Short Bond Bond Cash 40% 10% 6% 14% 15% 15% 0% Since the equity portion of the peiTilanent funds is invested in index funds, the variances from the bench-marks are primarilyjdue to investment management fees, and the variance in the asset allocation mix from the target established by the Investment Committee and approved by this Board. tt The KYIP Fund's variances. from one, two, and three-year bench-marks, are due to the periodic cash payments from th W. K. Kellogg Foundation, which were invested over a twelve-month period on the i itial payment, and a three-month period on subsequent payments. In 1999-00, 3,441,000 was received from theW. K. Kellogg Foundation. I IDLINDBCR\ BOARDME1'CMF\20001.''v 102150Jbtx Page 17 �18 Asset Alloca tion R eport The Investment Committee bas ap roved an asset allocation re-balancing policy that instructs the CMF VP of Finance rebalance the endowment fund portfolios on a quarterly basis. To keep administrative time to a l nimum CMF maintains one checking account to pay negative cash balances are due to expenditures for the all endowment fund expenses. endowment funds which are periodically reimbursed by transferring cash to the CMF checking account. Thb I Investment Performance Comparison Report Invest~ent One of the bench-marks the Committee has been tracking, is the Cambridge Associates, Inc. pool of colleges, u,D.iversities, and foundations. Since the release of this quarterly report typically lags the end of our quarter, by two to three months, the latest comparative numbers available ari September 30, 2000. The variance from the actual one-year rate of returns with the Cambridge pool, is primari ly due to the returns in the enture capital and private equity market, which are categories not allowed under our c rrent inveshmmt policy. You will note that over a three-year period the endowment nds that have been fully-invested during this period, track relatively close to the Ca.rnb dge pool. The Committee wi ll continue tom nitor the differences with the Cambridge pool carefully, and consider adjustment to the asset allocations where appropriate. I I ,DLJNOBER\BOARDM E"I'.CMf\2000\M021501bdoc �19 Counci of Michigan Foundations !Permanent Funds lnvestlflent Performance Report becember 31, 2000 One Year Ac tual Bench Re(urn Mark Compound Annual Two Year Actual Bench Return Mark Three Year Actual Bench Return Mark -r·% -0.17% 6.04% 6.83% 9.38% 10.27% - .79% -0.17% 6.76% 6.83% 9.61% 10.27% Community Found Endowment 128% -0.17% 6.92% 683% 9.83% 10.27% KYIP Fund - .63% -0.17% 5.89% 6.83% 9.02% 10.27% Johnson Educational Fund NfA N/A William Allen Fund Mawby Endowment Funds N/A N/A Bench Mark Is based on the various indices that t11e . ortfolio is attempting to duplicate using the targeted asset allocation adoplt~d t.Jy \11e nvestment Comminee. dhndberg1Board/cmff2000/Brdrpt021501.xls-3 N/A N/A �20 Council of Michigan Foundations Asset Allocation December 31 , 2000 Investment Balance 12/31/00 Actual Asset Allocation Targeted Asset Allocation Operati11g Funds CMF Operating Fund $5,994,368 100% 100% MCFYP Operating & Special Projects $6,531,699 100% 100% $339,705 100% 100% Michigan AIDS Fund Note: All operating funds are invested in lllOney market accounts. Endowment Funds Russell G. Mawby Endowment Fund to Improve & Increase Philanthropy and Ruth & Russ Mawby Fund for Kids Cash Equ1valents Fixed Income Equities (20,551) 782,513 1,664,535 $ 2,426,497 ·0.8% 32.2% 68.6% 100.0% 0% 30% 70% 100% $8,145 40,478 79,208 $127,831 6.4% 31.7% 62.0% 100.0% 0% 30% 70% 100% $86.488 1,911,216 4 ,098,110 $6,095,814 1.4% 31.4°k 67.2% 100.0% 0% 30% 70% 100% $11,441 3,902,452 8,306,578 $12.220.471 0.1% 31.9% 68.0% 100.0% 0% 30% 70% 100% ·1 .8% 32.6% 69.2% 100.0% 0% 30% 70% 100% $ William Allen Endowment Fund Cash Equ1valents Fixed Income Equities Community Foundation Endowment Cash Equ1valents Fixed Income Equities KYIP Fund Cash EqUivalents Fixed Income Equ1ties Johnson Educational Fund Cash Equivalents Fixed Income Equities dllndberg/onvesllcmf/Brdrpi021501 xlssheet2 ($17,509) 312,063 661,341 $955,895 �21 Council of Michiga Foundations & Supporting Organizations Permanent funds lnvestmen Performance Comparison Report 9/30/00 I Quarter Ending 9-~0-00 I Actual Return carn~ge Found lion Pool One Year Ending 9-30-00 cambridge Actual Foundation Pool Return JThree Years Ending 9-30-001 Actual Return Cambridge Foundation Pool Mawby Funds 0.82% .20% 14.08% 15.80% 11.15% 11.20% Allen Fund 076% 20% 1296% 15_80% 1155% 11 20% Community Foundahoo Fund 0 58% 20% 13.76% 15.80% 1111% 11 20% KYIP 0.83% .20% 12.25% 15.80% 1066% 1120% 0 Johnson Educatoonal Fund N~ N/A N/A NIA N/A Bench Marks 17.6% 13.3% 7.0% 3.5'l'o Wilshire 5000 S&P 500 LB Aggregate CPI·U 155% 16.4% 5.9% 54% 2n fo ndatoons. Note Cambridge returns are based on a pool of Cambridge returns reported are median numbers Asset Allocation Cambridge CMF Pool Target 44 7% 12.7% 22 4% 38% 16.4% 1000% US EqultJes International Equities Fixed Income Cash Olher Total Other Real Estate Venture Capital Private Equity Hedge Funds H19h Yield Bonds Oil & Gas Partnershops Dostressed Securities Arbotrage Olher • Represents the latest return numbers available from dlindberg/commilleelinvesi/2000/M02080 1f.xls-1 28% 3.6% 16% 46% 0.6% 0.4% 0 .7% 17% 0 4% 16.4% mbridge 56.0% 14.0% 30.0% 00% O.O'Yo 100.0% N/A � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2001_BB_2001-02-15_Investment-Committee-Report Title A name given to the resource Council of Michigan Foundations 2001-02-15 board book investment committee report Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2001-02-15 board book investment committee 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50399 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-02-15 https://digitalcollections.library.gvsu.edu/files/original/c7a478e539e03850dad1b28c0041df4c.pdf 208c12c03eace1f26064dad28cbf4c6b PDF Text Text Tab 7 Date: January 28, 200 I Memo To: Board of Trustees From: Olivia P. Maynard, Co-Chair Government Relations Committee Re: Government Relations Committee Report Page 93 Capitol Hill Visit January 30, 3 1. 200 I We are excited to report that 23 members and staff are visiting with each of the members of Michigan's Congressional delegation on Wednesday, January 31. The visit is starting on January 30 with the customary dinner and b,;lefing at the 1789 Restaurant in Georgetown - again hosted by Detroit Edison. We expect Senator l-evin and Congressman Camp to join us on their way to the Capitol to hear President Bush's first State of the Union speech. Ellen Dadisman, Vice President of the Council on Foundations, will provide a briefing on legislative issues. While we will miss the annual University of Michigan Alumni breakfast. we will be starting with breakfast in the Rayburn Building with Congressman Camp. At the time of this memo, we are expecting to meet directly with all ~u t two of our 18-member delegation. In addition to providing each with a copy o f The Michigan Foundation Directory and a breakdown of grantmakers in their District, we will be highlighting the Tobacco Settlement Partnership. lht:: Mit:higan IDA Partnership and the K-12: Learning to Give Project. Federal Legislation Senator Gram has introduced Senate Bill 35, the Tax Cut With A Purpose Act 200 1 that includes the Charitable Nonitemizer and the Charitable lRA Rollover- both tax policy that CMF supports. We will be discussing these two items with our delegation on January 31. ln addition. this Bill also includes a provision to phase out the Estate Tax by 2009- an issue that CMF has taken a neutral position on. We are also monitoring possible legislative action affecting the Excise Tax on private foundations and Donor Advised Funds of community foundations. State Legislation A Bill strengthening the definition of community foundations. was passed and signed into law. This Bill covers the community foundation single business tax credit and mirrors the SB 796 passed in June of 2000 for the indi~idual tax credit. Governor Engler is expected to include CMF and the Tobacco Settlement Partnership again in the 2001-2 Budget for the Department of Career Development. CMF is distributing $ 13.9 million in 200 1 to 65 certified community foundations. The Governor has been provided with examples of grants made by the community foundations to support healthy youth and healthy senjor programs. The biennial State legislative briefi~g has been scheduled for February 12 at the State Capitol. We anticipate 80 leg islative staff and sd\1eral legislators in attendance. Each legislative and executive office will be provided with a copy of The Michigan Foundation Directory. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2001_BB_2001-02-15_Government-Relations-Committee-Report Title A name given to the resource Council of Michigan Foundations 2001-02-15 board book government relations committee report Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2001-02-15 board book government relations committee 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50398 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-02-15 https://digitalcollections.library.gvsu.edu/files/original/46cd34b4fbb477ff73126123b248978f.pdf 380d5d6b51c6ae38f7944c84f788c1f4 PDF Text Text 13 Date: January 30,2001 To: CMF Board ofTrustees From: Richard K. Rappleye RE: CMF & Supporting Organi lions' 12-31-00 Financials RESOLVED: That the en losed Council of Michigan Foundations' Board of Trustees approve the Dece ber 31,2000 Financial Statements as r ecommended by tbe C MF Audit & Finance Committee. In this tab you will find the Decemqer 31, 2000, Internal Statement of Activities for CMF and the two supporting organizatio"'s that were reviewed and approved by the CMF Audit & Finance Committee on January 25, 001 . C F Core Operations 2000-01 P ojected vs. 2000-01 Budget Note 1: Member Contributions The projected variance from budget is primarily due to the decrease in the W.K. Kellogg Foundation's contribution. Kellogg Regular Contribution Kellogg Additional Kellogg Special request Total Note 2: Confer ence locome & E 2000-01 1999-00 30,000 20,000 150,000 $200,000 70,000 0 150,000 $220,000 enses The variance from budget is due to evenue and expenses from the annual conference and 1 $40,000 in contributions to supp<;>rt amily foundation meetings. Char Revenue Expenses Total r nference Charged to DAJ Educational Fund $431,032 4291406 $1,626 $39,112 39J12 $0 I :'DLINDBER\BOARDMETICMF\2000\M021 50 l.doc Total $470,144 4681518 $1,626 �14 The projected net cost for meetings of$27,000 is broken down as follows: CMF Committees Detroit Area Grantmak:ers Staff Retreat - Sandy Hughes Regional Members Meeting Misc. $11,000 4,000 3,000 3,000 6,000 Note 3: Investment Income The projected variance is due to earpings on funds received for special projects. Note 4: Wages Original Budget COO starting 11-20-00 COO rate higher than budget Add executive secretary Additional hours grants manager Less wages to TDA (4 months) Less wages to Tobacco Settlement months) Projected 2000-01 $681,000 (48,000) 8,000 35,000 5,000 (23,000) (13,000) $645,000 Note 5: Occupancy At the October 2000 Board meetln Skillman Foundation for the Detroi statements The cu.rrent value ofthi offsetting entry is to Additional Me it was suggested that the in-kind contribution from the office space should be reflected in the monthly financial contribution is $700/month or $8,400 for 2000-01. The ber Contributions (net effect $0 on the bottom line). Note 6: Computer Projected expenses for 2000-01 are Systems Consultant rMIS upgrade Mise software Sl?,OOO 4S,OOO 8,000 Note 7: Publications Projected expenses for 2000-01 are: Annual Report Memo to Members Michigan Scene (4 issues) Directory Misc. I:\D LJNDBER\BOARDMEl\CMF\2000 $5, 100 10,500 26,000 52,000 8,400 02150 I.doc �15 Note 8: Professional Projected expenses for 2000-01 are Audit Legal Public Affairs Associates News clipping service Misc. $7,500 11,300 12,000 3,000 5,200 Note 9: Travel The projected variance from budge is primarily due to the lease costs associated with a second vehicle, which in the past h d been donated by a member. With the addition of the Tobacco S ttlement and lDA grants, CMF now has the ability to charge an overhead allocation wni h is based on a percentage of wages charged to these projects. The overhead allocation las been calculated as follows. Gross Wages 01-02 83 ,000 Overhead Occupancy Telephone Equipment Maint Postage Supplies Insurance Equip & Furniture Computer Training 42000 31 000 4 800 Total Overhead 212,800 4~0000 34 000 000 14 000 3sl.ooo 1 000 Percentage to Gross Wages 26% Note 11: Wages Note 12: Publications 1:\DLfNDBER\BOARDMET\CMF\2000 02150 !.doc �16 Note 13: Professional To date the Russell Mawby Fun h s provided support for the following items. Dorothy Johnson's work on the Pa out Study Strategic Plannjng $6,250 8,316 Note 14: Conference & Meetings Russell Maw by - K-12 Funders me ting Mawby Fund For Kids- Speaker bv. Tours CMF Annual Conference Speakers l:\DLINDBER\BOARDMEl\CMF\2000 02150 l.doc $2,975 4,092 39,592 �Tab 2 Page 9 Council of Mich gan Foundations & Supporting Organizations Consolidated Balance Sheet December 31, 2000 II CMF Core & Special Projects ASSETS Cash & Equivalents Investments Grants Receivable Due From Other Funds Property, Plant & Equipment - Net Other Assets Total Assets $5,371.534 I LIABILITIES Accounts Payable Other Liabilities Grants Payable Total Liabilities NET ASSETS (FUND BALANCE) Unrestricted & Temp Restrict. Endowment Funds KYIP Fund Total Net Assets 1,548,592 625,657 541,513 22,84 3 $8,11 0,139 Endowment Funds Supporting Organizations Michigan AIDS MCFV Fund $7,149,978 12,209,030 $81 ,197 9,549,370 (19,513) $9,611 ,054 (609,662) 42,780 1,184 $18,793,310 662,937 3,518 $1 ,002,642 $ 35,907 Total $12,938,896 21.758,400 2,192,016 19,513 584,293 24,027 $37,517,145 $34,094 36,426 $7,500 70,520 7,500 212,808 212,808 429,023 464,930 6,360,031 12,220.471 537,712 9,603,554 14.937.362 21 ,824,025 8,039,619 9,603,554 18,580,502 537,712 36,761,387 $8,110,139 $9,611,054 $18,793,310 $1,002,642 $37,517,145 $ 111 $336,187 I 8,039,619 $77.501 36,426 641,831 755,758 0 I II I Total Liabilities & Net Assets I I dlindberg/fsstate/fs00-01 /Fs 1231 OO.xls-1 I �10 Council of Mi higan Foundations & Supporting Organizations Consolidated Statement of Activities and Changes in Net Assets 4-1-00 to 12-31-00 O~llo!ls Revenues Member Contributions Addlt1onal Member Contr,bu110ns Other Grants Conforonce 1ncome Pubhcatloos & L1bfary ServiCes Other lncomo Investment Income Tolal Revenues Program/Admin Expenses Salaries & Benefits Occupancy TelephOne Eq111pment Lease & Ma1ntenance Postage Supplies Insurance EQuipment & Fum11ure Computer AsSOCiauon Dues Books & Subscnptoons Publicabons & Prinling Professional & Contracted Services Travel Tralnmg & Seminars Conference & Meeting Overhead Charged 1o Speoal PrOJeC TOial Program/AdmJn GRAN TS Challenge Grants M1nl.gtallts Team Up/F•rsi Deai/Collabotauve Computer OtherGranlli Total Grants s Council of Michigan Foundations CMF Speci al Endowment Projects Funds .ao so 667 . 227,7~ 35.999 $7.639,657 1,610 3,292 388 82874 1,513,131 86,168 7,732,727 7.909 490,801 445.674 2Q.612 19,319 3.288 24,874 24,572 5,429 8,345 27,7~ 14,858 4,547 93;.296 25,332 23,300 5.119 520.335 12.~) 1.273.424 456,311 20,744 5,361 (345,235) (343,415) 14,973 11.927 42,375 545,676 63,410 6,367 120,340 2,332 1.313,546 CMF Total $667.400 227,750 7,649,t66 492.411 39.511 398 (174.193 8,902,443 320.586 46,659 3.151 t9,671 671,986 25,914 4,841 97.533 88.763 2 675 733 I 185 201 6.700 20,010 421 239,707 1,803,802 Beg1nnrng Net Assets Transfer from MCFV Excess Revenues Over Expend•tures End,ng Nel Assets 983,962 5,012,149 239,7P7 $1 .223,669 1.803,802 S6,815,951 13,693 1,169 10.685 6,499 2,443 14,814 1.100.334 6,123 4.190 2.194 930 - CombiMd Total $867,400 227,750 8.986,026 523.965 50,463 57953 (342.825) 10,172.732 1.237.544 51,040 44,498 4,457 5Q,148 42,1 84 8.811 9,883 45,124 6.261 2 735 85 860 Ul,369 21.339 381,390 8.941 1.240 4 67t 19.625 183,36t 1,644,394 121.986 17.S67 789 538 434 6t3 4 674.583 674.583 679.541 20.210 244.362 47,918 5 ,427.325 6 ,419.376 4,615,379 4,615.379 (432,176) 1,611.331 (2,144 ,660) 9,727,584 306,148 !432.178) $9,603,554 15.723.695 308,148 1,611.331 $17,643,174 21.033.309 (308,148) !2,144,660) $18,580,501 - $1 ,085.520 684 679,541 20.210 244.382 4 7,918 137.383 1,129,414 0 Excess Revenues Over Expenditures $253,340 31 .554 10.952 57.555 !t83.446) 169.955 916,958 50,356 24.680 3,288 44.273 33.491 5.438 9,863 36.128 15,4 24 16.474 142.371 591,018 87,131 11,486 687.334 465 4.615.379 4,615.379 1 220 19.399 8,919 9 1,5311 8,373 0 0 0 0 0 ..,_..•-.te.ltt... ID•Oito4• t ,600 Supporting OrganlzaUons Michigan AIDS MCFV Fund (8.862) 295 547 (542.191) 546.574 37.303.578 (8,662) $537,712 (542 191) $38,761.367 �11 Council of Michigan Foundations Core Operations Internal Statement of Activities 4 01-00 to 12-31-00 12 Month Budget 2000-01 Revenues Member Contributions Additional Member Contributions Other Grants Conference Income Publications & Library Services Other Income Investment Income Total Revenues Program/Admin Expenses Wages Occupancy Telephone Equipment Lease & Maintenance Postage Supplies Insurance Equipment & Furniture Computer Association Dues Books & Subscriptions Publications Professional & Contracted Services Travel Training & Seminars Conference & Meeting Overhead Allocation Special Project Total Program/Admin Grants Challenge Grants Mini-grants Team Up/First Deal/Collaborative Computer Other Grants Total Grants 730,000 225.000 400,000 82,000 60,000 1,497,000 681 ,000 34,000 31,000 4,600 45.000 31,000 7,900 19,000 34,000 16,000 6,500 105,000 45,000 25,000 7,000 420,000 1,512,000 0 9 Month Actual 12/31/00 $667,400 227,750 7,909 490,801 35,999 398 82,874 1,513,131 445.674 29,612 19,319 3,288 24.874 24,572 5,429 8,345 27,755 14,959 4,547 93,296 25,332 23,300 5,1 19 520,335 (2,332) 1,273,424 9 Month 12 Month Projected 3/31/01 Budget 12/31/00 $670,000 224,000 390,000 25,000 45,000 1.354.000 517,000 25,400 23,200 3,400 29,200 21,000 7,900 15,500 26,500 14,700 5.400 53,500 36,900 18,700 5,400 408,000 1,2 11,700 $692,000 230,000 9.800 525,000 88,000 1,000 110,000 1,655,800 Note 1 645,000 41 ,000 30,000 4.600 43.000 33,000 6,000 18.000 70.000 16.000 6,500 102,000 39,000 32,000 5,000 552,000 (9.300) 1,633,800 Note 4 Note 5 0 0 0 Excess Revenues Over Expenditures (15,000) 239,707 142,300 22,000 Beginning Net Assets Excess Revenues Over Expenditures Ending Net Assets 983,962 (15,000) 968,962 983.962 239,707 $1 ,223,669 983.962 142,300 $1 ,126,262 983,962 22.000 $1,005,962 Note 2 Note3 Note 6 Note 7 Note 8 Note 9 Note 10 �12 C F Endowm ent Funds Consolidated Stateme t of Activities and Changes in Net Assets 4-1 -00 to 12-31-00 j Allen Fund Endowment Funds Mawby Johnson Fund Educ ational For Kids Fund Ru1soUG. M wby ~und Community Foundation Endowment 9 Month Total 12 Month Budget 12 Month Projected Reveouu Member Conlt1butlons Add•tiofUll Member ContnbuUons Otner Grants Conference Income Publications & Library Services Other Income lnvoatmont Income Total Revenues $ $ $ $ s $ 1,600 $0 I 400 1.600 220 220 300 75,000 _1345.235) _1343,4 15 847,000 847,000 76,700 14.973 24000 15,000 Noto11 12.000 30,000 3600 Note 12 Nott13 49,000 138.600 58.000 116.600 Note 14 708,400 (39 900) Prognun/Admln E-xpenses Wagea 1•,873 100 - Occupancy Telephone EQwoment Lease & Ma1ntenance Postage Supphes - Insurance - Computer Assoc:labOn Dues Booi<S & Subscnpuoos Pullhcatoons & Pnnnng ProfessaonaJ & Contracled Servoces - 6,700 6,700 20,010 421 jiO.OIO Travel Tra•n.no & Semonars ~21 2,975 29.685 4,092 3i,592 46,659 19,386 39,692 88,763 GRANTS Challenge Grancs M1n1 Grenta Team Up/First Oeai/Collabornttve Compu1er Loan Other Grant• Total Grants Begonnlng Net Assets Transfe< from Other Assets Excess Revenues over Expenditures Endong Nel Assels dlondborgJfonat.'IIIII8-G91F o1231 00 xls-3 3.000 12.000 43.000 6.600 500 Conference & Meer.ng Total Program/Admln Excess Revenues Over Expenditures 500 - Equopmenl & Fumdllre - (2,321) 130,151 (57,494) 8ll8,474 (49,710) t,OOM08 (221 ,334) (432. 178) 9,727,583 308.148 (432, 178 $9,603,553 9 ,727 583 9 727.ii83 708,400 $10,435.983 $10 ,087 .~3 400.000 (39,900) � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2001_BB_2001-02-15_Financials Title A name given to the resource Council of Michigan Foundations 2001-02-15 board book financials Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2001-02-15 board book financials. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50397 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-02-15 https://digitalcollections.library.gvsu.edu/files/original/0e7cdda161d4010e4372b2f253372904.pdf ef45dc685e5dd5d8c1de5dce4d7d09a8 PDF Text Text Tab 6 2TI Date: January 30, Memo to: Board ofTrustees From: Julie F Cummings Program Committee Co-chair Re: CMF 29th Ann al Conference Program Committee A pre-conference program pi nning committee meeting was held on January 23, 2001 with Dave Egner, Conference Co-dhair, Rob Coll ier, and Sandy Katt. The purpose of this meeting was to discuss key ar as of interest of the co-chairs aJong with potential keynote speakers. The first meeting of the 29th Annual CMF Program Committee will be Tuesday, February 20, 2001 . Conference Date: October 3 I - November 2, 200 I Location: Marriott Renaissance Hotel, Detroit Honorary Chairs: Discussion of inviting founding families Program Committee Co-chairs: Julie F. Cummings, Trustee The Max M. & Marjorie S. Fisher Foundation David 0 . Egner, President Hudson Webber Foundation Host Committee Co-c airs: Glenn F. Kossick, President Metro Health Foundation Lorna Utley, President General Motors Foundation (invited) Potential themes identified b the Jo-chairs were the New Economy Philanthropy, Looking Back - Looking Forward 1nd Celebrating Our Past, Defining Our Future. Ideas for keynote speakers included Bill Ford; Karen Hughes; and Benjamin Zander and Rosamund Stone Zander (conductor of Boston Philharmonic Orchestra and author, The Art o[Possihility. Page 91 �92 The following have agreed t serv~ on the Program Committee. Susan Andrus, Tuscola County Community Foundation Janet Bauer, Four Co~nty Community Foundation Rita Decker, Sanilac County Community Foundation Donna Fisher-Parker, Community Foundation of Greater Fl int Mark E. Neithercut, Community Foundation for SE Michigan Maureen Nicholson, Petoskey-Harbor Springs Area Community Foundation Larry See, Grand TrayerseRegional Community Foundation Kay Smith, Mt. Pleasant Area Community Foundation Lon Swartzentruber, Grand Rapids Community foundation Marilyn Graham, Dai(lllerChrysler Corporation Fund Lenora Hayes, ffiM Susan Lundall, Guardian Irtdustries Wendy Kemp, Kmart Corporation Richard Connell, The 1Skilllnan Foundation Brian Lee, Old Kent Bank Steve Nedwicki, Comerica Bank John & Nancy Colina• Colina Foundation Lynn Ferrell, Frey Foundation Marlene J. Fluharty, Americana Foundation Gerald Knight, Speckhard-Knight Charitable Foundation Robin Terry, Gordy Fbundation James E. McHale, W.K. Kellogg Foundation Theresa Sondys, Metro Health Foundation Elizabeth C. Sullivan, The Kresge Foundation Elan Garonzick, Charles Stewart Mott Foundation Elizabeth A. Stieg, The Carls Foundation Jodee Raines, The Skillman Foundation Glenn Jack, Michigan AIDS Fund Judith Jackson, Detroi Youth Foundation I A "save-the-date" flyer announcing the theme and content of the program will be mailed in late March. The second mr tin9 of the Program Committee will be April25, 2001. Invitations have been extended to Detroit foundation/corporate representatives to join the 29Ut Host Committee. The first meeting of the Host Committee wi ll be March 13, 2001. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2001_BB_2001-02-15_Conference-Committee-Report Title A name given to the resource Council of Michigan Foundations 2001-02-15 board book conference committee report Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2001-02-15 board book conference committee 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50396 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-02-15 https://digitalcollections.library.gvsu.edu/files/original/1e536e884f3ffed6a02e16e4191846dd.pdf e39a4a3cd08c94253e5b16be0dab91bc PDF Text Text Council of Michigan Foundations Board ofTrustees Meeting Thursday, February 15, 2001 10:00 a.m.-3:00p.m. University of Michigan Michigan Union - Anderson Rooms A-D Ann Arbor. M1 48 109 Telephone (734) 764-5297 AGENDA I. Call to Order IL Action Items Margaret A. Riecker Tab A. Minutes or October I, 2000 II. B. Treasurer's Repon 2 C. Investment Committee 3 D. Membership Committee 4 E. Executive Committee Minutes of January 24,2001 Attachment A "Key Trends Affecting CMF" Attachment B "Strategic Plan Discussion" Attachment C "CMF 2001-02 Budget" Attachment 0"2001-2001 Plan of Work" 5 Discussion Items A. 29'h Annual Conference Update 6 B. Government Relations Report 7 C. Learning to Give Report 8 D. President's Report 9 E. Other IV. Strategic Plaru1ing Discussion wiU1 Bob Tobin. Williams Marketing, Inc. I 0 V. Adjournment I \Scuddington\Bonrd ofTrustecs\Meetings 200 1\feb IS· 200 Iagenda. doc � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2001_BB_2001-02-15_Board-Agenda Title A name given to the resource Council of Michigan Foundations 2001-02-15 board book board agenda Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2001-02-15 board book board agenda. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50395 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-02-15 https://digitalcollections.library.gvsu.edu/files/original/302d7116b0a23ed6f90cd0d0bf1a8e88.pdf dce95b4ab2554acf0e4a0d5273700a93 PDF Text Text 45 Date: January 30, 2001 To : CMF Board of Trustees From: Richard K. Rappleye, Chair, Audit & Finance Committee RE: CMF 2001-02 Budget RESOLVE D: That t he Qouncil of Michigan Foundations' Board of Trustees approve the 2001-02 Budget as recommended by the C MF Executive a nd Audit & F inance C ommittees. lo this tab you wiJJ find the 2001 -02 Budget fo r CMF that was reviewed and approved by the CMF Audit & Finance Committee on January 9, 2001 and the CMF Executive Committee on January 24, 200 I . C MF Cor e Operations Note A : M e mber Contributions As of December 2000, CMF' s membership count stands at 480. The budgeted increase for 2001-02 breaks down as follows: 25 new members @ $500 Adjustment to Dues Structure Current Category Dues Amount $300m- $1 billion $1 - 1.5 btllion $1 .5 - 2 billion $2 - 5 billion $5+ billion 12,000 20,000 25,000 30,000 70,000 $12,500 $35,000 Proposed 01-02 Dues Category Amount 5300 - $600 million $600+- $1 billion $1 - $2 billion $2>~- - $3 billion $3+ billion 2000·01 D1.1es pmt Additional Regular Kellogg Mott Kresge Skillman Herb &. Grace Dow $30,000 40,000 30,000 15,000 12,000 $20,000 20,000 5,000 3,000 1:\DLINDBER\BOARDMEl\CMNOOO <1021 501a.doc 15,000 20,000 30,000 45,000 70,000 1999 Assets 200102 Dues Increase $4,735,000,000 $70,000 3.227,653,000 60,000 45,000 2,575,424.000 609,000,000 20,000 570,650,000 15,000 $20,000 15,000 �46 Note 8: Otber Income The 2001-02 budget calls for a separate office for the Detroit office that will be shared wuh the IDA project. This will result in vacating the Skillman offices and approaching CMF members for special grants to fund half the costs for the new space, with IDA funders providing support for the otHer h~f. Note C: Conference Income Meeting Revenue DAG Family Foundations Regional Members CMF Committees May 2001 Board COF Mich event Spirituality Corporate meeting 3-28-01 Invest seminar Finance/admin seminar mise Annual Conference Total Conference 14,000 62,800 5,000 7,000 7,500 10,500 5,000 5,000 Expenditures 16,000 62,200 7,500 7,000 3,000 7.000 7,500 12,500 5,000 5,000 6,000 400,000 400,000 516,800 538,700 Net (2,000) 600 (2,500) (7,000) (3,000) (2,000) (6,000) (21,900) Special grants provided from family foundations: Dow Frey Towsley Fisher 10,000 10,000 10,000 10,000 40,000 Family Detail Regional meetings Meetings w/experts Annual Field tnp Annual retreat 5,600 4,000 13,000 22,800 6,000 8,200 12.000 36,000 62,200 1· DUNDBER ,BOARDM.ET\CMF\2000'\M021 50 1a.doc (6,000) (2.400) (8,000) (23,000) (39,400) �47 NoteD: Salaries & BenefitS For 2001 -02 a totaJ average wage increase of 4% has been budgeted, with a 26% increase budgeted for health insurance (based on preliminary rates from Blue Cross). Allocation of Staff Wages 2001-02 Budget CMF Core Position President Chief Operating Officer Vice President of Finance Director ofFamily Philanthropy & SE Michigan Services Director of Corp. Services & Meetings Director of Membership Director of Communications Director of Infonnation Services Grants Manager/Info Services AlP & Payroll Clerk Executive Assistant to President Executive Assistant to COO Executive Assistant to Dir Meetin Admin Assistant/Bi lling Admin Assistant to Dir SE Ml Admin Assistant Program Director Cornmunit~ Foundations Program Assistant Youth Project Coordinator (pl\rl time) FIMS Support Consultant (part time) Enhanced T/A Consultant (part time) % 64% 48% 41 % 100% 98% 97% 78% 44% 40% 50% 71 % 98% 100% 78% 50% 100% Com. Fnd Special Fund Projects % 20% 25% 40% 10% 50% 25% 30% 25% % 16% 27% 19% 2% 3% 12% 6% 35% 20% 4% 2% 15% 7% 50% 92% 8% 99% 1% 100% 100% 100% Wages listed in Com. Fnd coh,1mn are being covered by the Community Foundation Endowment Fund, except for the P~ogram Assistant which is being funded by money remaining in the WKKF III grant. I:\DLINDBER\DOAROMET\CMF\2000\M02150la.doc �48 Below is the projected chan~e in wages from 2000-01 : Projected Wages 2000-0 1 $645,000 26% Blue Cross tncrease 4% Wage increase COO start 11-20-00 Add support Detroit office Add support GH office Less temp 00-01 IDA allocation Tobacco allocation Increase allocation MAF 01-02 16,000 30,000 61 ,000 12,000 37,000 (11,1{)00} (45,333) (26,1()00) (2,000) (5,667) 6,000 $717,000 mise Decrease K-12 Allocation Now bverhead Budgeted net wages 2001-02 Note E: Equipment & Furpiture The increase rrom the prior year is due to the anticipated purchase of a copier in 2001-02. Replace 3 PC's Copier Pooled Printer Copier/Pri nter Misc. $7,500 16,000 3,000 1,200 3,300 Note F: C omputer The increase from the prior year is due to the additional user licenses purchased for tMIS, our main data base software. Network Consultant TMTS Conference Registration Module IMIS Additional User Licenses Misc. $17,000 45,000 7,700 7,300 Note G : Association Dues The increase from the prior year is due to the $2,000 increase in dues to the Forum of RAGS ($12,000 0 1-02). I:\DL1NDBER\BOARDMET\CMF\2000\M021501 a. doc �49 Note H: Publications The decrease from the prior year is due to costs associated with printing the 12th Edition o[ the CMF Michigan Foundation Directorv, which was released in December 2000. Directory Update Annual Report Family Philanthropist Major Accomplishments Membership Roster Memo to Members Memo to Members Paper T he Michigan Scene (4 issu~) Publications Catalog Annual Corp. Giving Workshop Establishing Update Projects to be determined 200 1-02 $4,000 7,500 3,600 450 3,500 4,400 3,800 28,000 2,200 1,000 550 7,000 $66,000 Note 1: Professional & Contracted Services Public Affairs Associates Legal Auditors News clipping service Misc. 2001-02 $ 12,000 10,000 12,000 3,000 3,000 $40,000 1:\DLINDBER\BOARDMET\CMF\2000\M021 501 a.doc �so Note J: Overhead Allocation to 1Special Projects In keeping with our policy o{ full cost allocation to special projects, an overhead rate of 26% of wages and benefits will bdallocated to special projects. K-12 Tobacco Settlement IDA Total Gross Wages 01-02 $,6,000 1.0,000 118,000 $314,000 $8!30,000 Overhead Occupancy Telephone Equipment Maint Postage Supplies Insurance Equip & Furniture Computer Training Total Overhead Percentage to Gross Wages ~2,000 B1 ,000 4,800 fO .OOO 34,000 '6,000 14,000 p5,000 6,000 $2~2.800 26% l:\DLINDBER\BOARDME1\CMF\2000\M02150la.doc �51 CMF Endowment Funds Investment Income for 200 l-02 is 1budgeted at 8%. Expenses are budgeted based on a 5% spending policy (using a twenty-quarter rolling average) which was adopted by the Board of Trustees. William W. Allen Fund The purpose of this fund is to further tbe und-erstanding of private philanthropy in federal and state legislative and regulatory matters. The fund was established wilh contributions from CMF members in honor of William Allen, who was the first CMF Govemment Relations Committee Chairman. Note K: Other Income The State of Michigan has set asidp $100,000 annually to cover administrative expenses for the Tobacco Settlement grant. Management has estimated that actual staff time and overhead expenses will total $49,000 for 2001 -02. The remaining $51,000 will be transferred to the Allen Fund to suppon the starr work that took place prior to securing these doiJars in 199900. Staff is recommending the continued transfer of excess administrative dollars from this grant to the Allen Fund on an anmlal basis. Russell G. Ma,vby F und to lmpro,,e and Increase Philanthropy The fund was established to honor\Dr. Mawby's contributions to Michigan philanthropy. The purpose of this fund is to improve and increase philanthropy by continuing and expanding CMF's efforts to enhance philanthropy and increase charitable resources. Note L: Professional Services $25,000 ofthe 2001 02 budget will be used to complete the work on the strategic plan which was s tarted in 2000-0 I . 1 :\DLINDBERIBOARDMET\CMF\2000~1021 50 1 a.<loc �52 Ruth & Russ Mawby Fund for Kids This fund was established in December of 1995, w1tb a $500,000 directed contribution from theW. K. Kellogg Foundation, b)! R uth and Russ Mawby. The purpose of this fund is to improve and increase philanthropy through youth involvement in the State of Michigan. This fund will be used to support the work of summer interns at CMF along with funding the costs of the regional Y AC and YAC Advisor training sessions. MCFYP Endowment Note M: Other G rants CMF has submitted a plan to Kellbgg to transfer the un-used challenge grant dollars ($ 1,056,000) from MCFV to this ~nd to further the work with youth started under the original Kellogg grant to community foundations. Income from this fund is budgeted to be used as follows: 50,000 3,000 Youth Project Coordinator Travel Youth Project Coordinator Dorotbt A. Johnson Educational Fund The Dorothy A. Johnson Endowment Fund was established in 1999 to honor the work of our former President. The purpose of ~s fund is to support speaker expenses at the Annual Conference and promote the principles and practices of effective grantmaki ng ($1 0,000 annually). In keeping with the spending policy for endowment funds, expenses of 5% have been budgeted for 2001-02. Com~unity Foundation Endowment Fund Beginning in April 2001, the Community Foundation Endowment Fund will be used LO fund the ongoing core support to community foundations. Note N: Other Income CMF is receiving an administr~tive fee of 50 basis points on the investment balance in the KYIP project. The other income of $70,000 budgeted for 2001-02 represents the estimated fees on this project. T hese fees will be used to keep net expenses for this endowment fund below the 5% spending Limit of$2P7,000 and provide support for the staff work on the Venture Products initiative. l:\DLrNDBER\BOARDMET\CMF\2000'M02150 Ia.doc �53 CMF Special Projects Detroit Office In August 1998,CMF received gr~ts from The Skillman Foundation Hudson-Webber Foundation and the McGregJr Fund totaling $1 13,500 to provide operating funds for the Director of Family PhilanthrOpy/ Southeast Michigan. CMF has funded this position from its core operations, with the grant dollars being used to cover program services. In addition to the grant dollars received, the Skillman Foundation has supported this position by providing office space for this position. For 2001-02 CMF has committed to provide a part-time support person for the Director of this office, which will be funded by CMF core operations. Because the Skillman Foundation has indicated a need for the office 1~pace being provided for this position, CMF will be approaching members in the petroit area to request funding for an office that would be shared with the staff from th<t lOA project. Tobacco Settlement An agreement has been reached wllh the Statte of Michigan, whereby the interest earnings on Tobacco Settlement funds will be distributed! to community foundations to establish Healthy Youth Funds for Michigan. A $6,000,000 grant has been awarded to CMF for the period November 15, 2000 to December 31, 200 I, with $100,000 being used to cover administration (;USls aml $100,000 covering evaltiation costs. To date U1e fo llowing grants have been awarded to CMF. 02-01-00 to 02-28-01 12-05-00 to 12-31-0 I 11-15-00 to 12-3 1-01 Total Administrative/Evaluation $ 100,000 0 $200,000 Grants $2,100,000 7,971 ,077 5,800,000 Total $2,200,000 7,971 ,077 6,000,000 $16,171,077 K-12 Project The goal o f this project is to Integrate teaching about philanthropy, volunteerism, and tbe third sector, into the kindergarten through twelfth grade fonnal educational structures in Michigan, in order to improve our schools and improve and reinforce our democratic social structures. Current funding is projected to lasl tluough March 2002. J.\DUNDBER\BOARDMET\CMF\2000\M02150la.doc �54 G reat Lakes Communitv Foundation Environmental Colla borative CMF has submitted a grant reque~t to the Great Lakes Protection Fund to continue phase Ill of this project. The purpose ofthe original project was lo expand the knowledge of communjty foundation staff and trustees about the environmental issues affecting the Great Lakes Basin, to build the cap,acity of community foundations to convene community opinion leaders and policy makers on environmental issues, and to increase the environmental grantmakir1g of shoreline commud(ty foundations from both new and existing permanent endowment funds. Minority Outreach Program CMF has been awarded a two-year, S90,000 grant from the Forum of RAGS to expand organized grantmaking within the :Hispanic a11d African American Communities in Michigan. The goal is to create five new private foundations and len new donor-advised funds within community foundations. l:\DLINDBER\BOARDME1'CMF\2000\M02150 I a. doc �Attachment C Council of Michigan Foundations Budget Summary 2001-02 Core Operations Reven ues Member Contributions Additional Member Contributions Other Grants Conference & Meetings Income Publications & Library Services Other Income Investment Income Total Revenues Prog ram Expenses Wages Occupancy Telephone Equipment Lease & Maintenance Postage Supplies Insurance Equipment & Furniture Computer Association Dues Books & Subscriptions Publications Professional & Contracted Services Travel Training & Seminars Conference & Meeting Overhead Allocation Transfer to Allen Fund Total Administrative $ 740,000 225,000 Endowment Funds $ 1,056,000 6,000 516,800 94,000 1,000 90,000 1,666,800 121,000 853,000 2,036,000 717,000 42,000 32,000 5,000 45.000 35,000 6,600 31,000 77,000 18,500 7,000 66,000 40,000 34,000 6,000 538,700 (34,000) 330,000 1,000 16,000 2,000 12,000 10.000 2.500 1.000 12,500 500 5,500 19,000 40,000 10,700 1,666,800 532,700 70,000 Grants Challenge Grants Mini-grants Team Up/First Deal/Collaborative Computer Grants Other Total Grants 1,503,300 Excess Revenues Over Expenditures Beginning Net Assets Xfr Invest Income to Comm Fnd Fund Excess Revenues over Expendttures Ending Net Assets dlindberg/budgets/01-02/CMFfs01 -02.xls-9 1,000,962 $ 1,000,962 $ Special Projects Total $ $ 10,091,300 $ 10,091,300 657,000 71,000 50,000 6,000 6.000 600 10,000 52,000 20,000 85,000 315,500 58,000 10,000 60,000 34,000 51,000 1,486,100 740,000 225,000 11,147,300 522,800 94,000 122,000 943,000 13,794,100 1,704,000 114,000 98,000 7,000 63.000 51.000 9,700 42,000 141,500 19.000 32,500 170,000 395.500 102.700 16.000 668,700 51,000 3,685,600 5,800,000 5,800,000 5,800,000 5,800,000 2.805.200 4 ,308 500 9,688,183 2,036,000 169,000 1,503,300 2,805,200 11,360,483 $ 4 ,841,200 $ 12,725,145 169.000 4,308,500 17,202,645 �38 Council of Michigan Foundations Core Operati:ons Budget 2001-02 Preliminary Budget 2001-02 Projected 2000-01 Revenues Member Contributions Additional Member Contributions Other Income Conference & Meetings lnoome Publications & Library Services Other Income Investment Income Total Revenues ProgramJAdmin Ex penses Wages Occupancy Telephone Equipment Lease & Maintenance Postage SuppliAS Insurance Equipment & Furniture Computer Association Dues Books & Subscriptions Publications Professional & Contracted Services Travel Training & Seminars Conference & Meetings Overhead allocation to Special projects Total Program/Admin Expenses $ 692,000 230,000 9,800 525,000 88,000 1,000 110,000 1,655,800 645 ,000 41 ,000 30,000 4 ,600 43,000 33,000 $ 740,000 Note A 225,000 0 Note B 516,800 Note C 94,000 1,000 90,000 1,666,800 717,000 NoteD 42.000 32,000 5,000 45,000 JS,OOO 6.000 18,000 70.000 16,000 6.500 102,000 39.000 32.000 5,000 552,000 (9 ,300) 1,633.800 6.600 31.000 77,000 18,500 7,000 66,000 40,000 34.000 6.000 538.700 (34,000) 1,666,800 0 0 0 0 0 0 0 0 0 0 0 0 Excess Revenues Over Expellditures 22,000 0 Beginning Net Assets Excess Revenues Over Expenditures Ending Net Assets 983,962 22,000 $1 ,005,962 1,005,962 0 $1 ,005,962 Grants Challenge Grants Mini-grants Team Up/First DeaVCollaborative Computer Grants Olher Total Grants dhndberglbudgets/01-02/CMFfsO 1-02.xls-1 Note E Note F Note G Note H Note I Note C Note J ��40 Council of Michigan Foundations Russell G. Mawby Fund Budget 2001-02 12 Month Projected 2000-01 Revenues Member Contributions Additional Member Contributions Other Grants Conference & Meetings Income Publications & Library Services Other Income Investment Income Total Revenues Program Expenses Wages Occupancy Telephone Equipment Lease & Maintenance Postage Supplies Insurance Equipment & Furniture Computer Association Dues Books & Subscriptions Publications Professional & Contracted ServiCes Travel Training & Seminars Conference & Meeting Total Administrative Grants Challenge Grants Mini-grants Team Up/First Deai/Collaboraliv$ Computer Grants Other Total Grants $ Budget 2001-02 300 300 131,000 131 ,000 10,000 30,000 10,000 40,000 4 ,000 3,000 43,000 5.000 59,000 0 0 Excess Revenues Over Expenditur~s (42,700) 72,000 Beginning Fund Balance Excess Revenues Over Expenditures Ending Fund Balance 1,684,445 (42,700) $1,641,745 1,641,745 72,000 $1 ,713,745 dlindberg/budgeV9900/CMFfs01-02.xls- 3 Note L �41 Council of Michigan Foundations Mawby Fund For Kids Budget 2001-02 Revenues Member Contributions Add1t10nal Member Contnbutions Other Grants Conference & Meetmgs Income Publications & Ubrary Services Other Income Investment Income Total Revenues Program Expenses Wages Occupancy Telephone EqUipment Lease & Mamtenance Projected Budget 2000.()1 2001-02 $ 6,000 0 0 70,000 76,000 14 flO() 17,000 Post~A Supphes Insurance Equ1pment & Fum1ture Computer Association Dues Books & Subscriptions Publications Professional & Contracted Servites Travel Tratnlng &Seminars Conference & Meeting Total Administrative Grants Challenge Grants MinH,;~ rants Team Uplf1rst Deal/Collaboral!ve Computer Grants Other Total Grants 7,000 1.000 1.000 5.000 20500 14,000 39.000 0 0 Excess Revenues Over Expenditures (20.500) Beginning Fund Balance Excess Revenues Over Expenditures Ending Fund B alance 898,474 dhndberglbudgetsi9900/CMFfs01 -02.xls-4 (20,500~ $877,974 37.000 877,974 37,000 $914,974 �42 Council of Michigan Foundations MCFYP Endowment Fund Budget 2001-02 Projected 2000-01 Revenues Member Contributions Additional Member Contributions Other Grants Conference & Meet1ngs Income PubltcatJOns & Ubrary Services Other Income Investment Income Total Revenues Budget 2001-02 $ 0 0 1,056,000 84,000 1,140,000 Program Expenses Wages Occupancy Telephone Equipment Lease & Mamtenance Pno;tage Supplies Insurance Equ1pment & Fum1ture Computer Association Dues Books & Subscriptions Publications ProfessiOnal & Contracted Services Travel Tra1n10g & Seminars Conference & Meebng Total Adm1n1strallve 0 53.000 Grants Challenge Grants Mtnt11rants Team Up1F1rst DeaVCollaboratlve Computer Grants Other Total Grants 0 0 Excess Revenues Over Expenditures 0 1,087,000 Be ginning Fund Balance Excess Revenues Over Expenditures Ending Fund Balance 0 0 $0 0 1,087,000 $1,087,000 dhndberg~budgeV01 ·021CMFfs01-02.xls-5 50,000 3.000 Note M �43 Council of Michigan Foundations Dorothy A. Johnson Educational Fund Budget 2001-02 Proj ected Budget 2001.02 2000..01 Revenues Member Contributions Addillonal Member Contributions Other Grants Conference & Meehngs Income Publlcat•ons & Ubrary Services Other Income Investment Income Total Revenues Program Expense s Wages Occupancy Telephone Equ•pment Lease & Maintenance Postage Supplico Insurance Equipment & Furniture Computer Association Dues Books & Subscriptions Publications Professional & Contracted Services Travel Traming & Seminars Conference & Meeting Total Adm•nrstrabve Grants Challenge Grants M1n1-grants Team Up/F1rst Deal/CollaboratNe Computer Grants Other Total Grants s 1,400 1 400 n .ooo n .ooo 48.000 48,000 51 .000 51 ,000 0 0 Excess Revenues Over Expenditures (46,600) 26,000 Begi nni ng Fund Balance Excess Revenues Over Expend1tures Ending Fund Balance 1,005,606 (46,600) $959,006 959,006 26,000 $985,006 dhndberglbudgets/00.01 /CMFfs01-02.xls·7 �44 Council of Michigan Foundations Community Foundation Endowment Fund Budget 2001 -02 Revenues Member Contributions Additional Member Contributions Other Grants Conference & Meetings Income Publications & Library Services Other Income Investment Income Total Revenues Projected Budget 2000-01 2001-02 s 0 0 70,000 481 ,000 551 ,000 Program Expenses Wages Occupancy Telephone Equtpment Lease & Maintenance Postage Supplies Insurance EqUipment & Furniture Computer Association Dues Books & Subscriptions Publications Professional & Contracted Services Travel Training & Seminars Conference & Meeting Total Admtnistratlve 0 326,000 Grants Challenge Grants Mtn.-grants Team UpiFtrst DealiCollaborabVe Computer Grants Other Total Grants 0 0 Excess Revenues Over Expendttures 0 225,000 6,008,907 6,008,907 169,000 225,000 $6,402,907 Beginning Fund Balance Transfer Investment tncome from CMFV Excess Revenues Over Expenditures Ending Fund Balance dltndberg/budgelS/00-0 1/CMFfs01 -02.xls-6 263,000 1,000 16,000 2,000 12,000 10,000 2,500 1,000 12,500 500 5,500 0 $6,008,907 NoteN � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2001_BB_2001-02-15_Audit-and-Finance-Committee Title A name given to the resource Council of Michigan Foundations 2001-02-15 board book audit and finance committee Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2001-02-15 board book audit and finance committee. 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 Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50394 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-02-15 https://digitalcollections.library.gvsu.edu/files/original/3cd919a21db54c03fc518a851eb621d9.pdf 2a65b9a28426f82aff05aa82ca9f61a5 PDF Text Text for the period April1, 2001 to March 31,2002 Dear Members and Friends: "Serving Grantmakers. Adva ncing Giving. " is the new positioning statement to describe w hat CMF is all about. Along with the newly designed Memo to Members a nd new monthly E-News, these are three of the initial res ults from our successful strategic planning process that involved more than 250 members. You can look forward to new educational offerings and expand ed networking opportunities in 2003 as we work to better respond to your needs. C . David Campbell, Choir McGregor Fund Julie F. Cummings, Vice Choir, Private Foundations The Max M. and Marjorie S. Fisher Foundation Diana R. Sieger, Vice Chair, Community Foundations Grand Rapids Community Foundation Richa rd K. Ropp leye , Treasurer & Secretary Charles Stewa rt Matt Foundation We welcomed 19 new members during the year and have produced o ur first ever Membership Bmchure as a tool to better explain th e va lue that membership in CMF offers to Michigan grimtmakers. Our presence in southeast Michigan has been strengthened by opening a fre e standing office in Detroit after five yea rs of generous hospitality at The Skillman Foundation. Please drop by for a visit with Susan Howbeit, Director, Family Philanthropy, Corpo rate Grantmaking, & Southe'ast Michigan Services, and Karen Middleton, our new Program Associate, at 333 West Fort Street. We have a small conference room ava ilable for meetings. Richard T. Groos Barry Community Foundation Gerold K- Smith Detroit Youth Foundation Gilbert Hudson Hudson-Webber Foundation Betsy Upton Stover FrederiE:k S. Upton Foundation Ann K. Irish Elizabeth E. Kennedy Fund Russell G. Mowby CMF Advisory Cabinet O livia P. M ayna rd Les Cheneaux Area Community Foundation Ira Strumwosser Blue Cross Blue Shield of Michigan Foundation Elizabeth C. Sullivan The Kresge Foundation Despite the challenges of the economy, our collaborative partnerships with the State of Michigan continue to remain strong. The IDA Partnership ended its first 18 months with 987 accounts-the largest effort in the countiy to assist low-income working families become homeowners, participate in advanced education or start small businesses. CMF's Government Relations Committee approved creation of the Public Policy Committee, which recently hosted two conference ca lls for members to discuss the State Budget. Despite a supportive President and Governor, proposed legislation and elections reinforce the need to continue our work together in Washington and Lansing to advocate for philanthropy. D ona ld R. Parfet Donald & Ann Parfet Family Fo undati on Sondra E. Ulsh Ford Motor Com pany Fund We are grateful to have a dynamic staff and an engaged Board of Trustees to govern this regional association of grantmakers. We thanked Trustees Ralph Gerson, Maureen Smyth, and Jim Greene for their service and welcomed new Trustees Pattie Reynolds, Betsy Stover, and Bob Aronson. But you, our members, are what make this a successful membership association and we thank you for your many volunteer ho urs. Robert P. Aronson Guardi an Industries Corp. Patricia A. Reynolds Capital Regi on Community Foundation Amanda Van Dusen Miller, Canfield , Paddock and Stone, P.L.C. This report highlights only some of the many accomplishments of the past year. We encourage you to participate in a CMF activity and we look forward to having you join u\ at the Grand Hotel on Mackmac Island f01 our 30' 11 Annual Confere nce Herbert D. Doon Herbert & Junia Doan Fo undation Wil liam C. Richardson W K. Kellogg Fou ndation Lloyd J. Yeo Wickson-Link M emorial Fou ndation i i JAr- Robert S. Coll ier, President Coun cil of Michigan Fou ndati ons Rev. J. Louis Felton Kalamazoo Community Foun dati o n Margaret A. Riecker The Herbert H. & Grace A. Dow Foundati o n S. Martin Taylor DTE Energy Foundation ~dCampbeJl Chair Ro&f. Collier President �Membership Composition Affiliate Funds of c - - - -- - Commun ity Foundations (31) Co rp orate Giving Programs (35) Public C hari ties Out of State Associates (4) Commu nity Foundations & Pu b lic Fo undations (6) (23) Corpo rate Foundations (29) Tolbert & Leota Abrams Foundation • Albion Community Foundation • Alger Reg ional Commun ity Foundat ion • Allegan County Community Foundation • American Axle & Manufacturing • Americana Foundation • Ameritech • Amy Foundation • Fronk N. Andersen Foundation • Ann Arbor Area Comml!lnity Foundation • Charles Anthony Foundation • Arcus Foundation • Athens Area Community Foundation • Autocom Corporation • Bank One • Baraga County Community Foundation • The Barber Foundation • Barry Community Foundation • Barstow Foundation • Charles F. and Adeline L. Barth Foundation • Bottle Creek Community Foundation • The Botts Foundation • Charles M. Bauervic Foundation, Inc. • Bauervic-Paisley Foundation • Boy Area Community Foundation • Joseph E. Beauchamp Charita ble Trust • Bedford Fund • Made leine & Mandell L. Berman Foundation • Berrien Co mmunity Foundati o n • Besser Fou ndation • Les & Anne Biederman Foundation, Inc. • Gu ido A. & Eliza beth H . Binda Fou nda tion • The Birtwistle Family Foundation • The Blodgett Foundation • Blue Cross Blue Shield of M ichigan Foundation • Blue Cross Blue Shield of Michigan/BCN • Bodman, Langley & Dahling LLP • John A & Marlene L. Boll Foundat ion • Bonisteel Foundation • Tom and Sarah Borman Foundation • Charles & Jessie Brackett Memorial Scholarship Fund • Branch County Community Foundation • David A. Brandon Foundation • Ben jamin & Marion Bregi Foundation • Hilda E. Bretzlaff Foundation • Robert W and Lynn H. Browne Foundation • Buhr Foundation • Burdick-Thorne Foundation • Edyth Bush Charitable Foundation, Inc. • Cadillac Area Community Foundation • Samuel Higby Camp Foundation • The Campbell Fund • Capital Region Community Foundation • The Carls Foundation • Casto ing Fa mily Foundation • Gera ld W C hamberl in Foundation, Inc. • The C larence a nd Grace Cha mberlin Foundation • Cha rl evo ix County Commun ity Fou ndation • C hemical Bank & Trust • Lila C herri Foundation • Citizens Bank-F lint • Cl are County Community Foundation • Henry 0. Clark, Jr. Foundation • C lio Area Community Fund • Colina Foundation • Julius V & Alice G. Combs Foundation • (america Charitable Foundation • Constantine Area Community Foundation • Consumers Energy Foundation • Cook Charitable Trust • Cook Family Foundation • Coopersville Area Community Foundation • Raymond M. & Jane Cracchiolo Foundation • Glenn D. Curtis Ed more Trust • Robert & Jeanine Dagena is Foundation • Dai mlerChrysler Corporation Fund • Dorothy U. Dalton Foundation • M.E. Davenport Foundation • Mignon Sherwood Delano Foundation • Community Foundation for Delta County • Delta Dental Fund • DENSO North Ame rica Foundation • DeRoy Testamenta ry Foundat ion • Detroit Lions, Inc. • Detroit Neurosurgica l Foundation • Detro it Youth Foundation • The Cha rl es DeVIieg Foundat ion • Danie l a nd Pa me lla DeVos Foundation • Dick & Betsy DeVos Foundation • Doug las and Mo ria DeVos Foundation • The Richard and Helen DeVos Foundation • Dick inson County Area Community Foundation • Dickinson Wright PLLC • Herbert & Junia Doan Foundation • Dole Family Foundation • Alden & Vada Dow Fund • Herbert H. & Grace A Dow Foundation • The Dow Chemical Company Foundation • Dow' Corn ing Foundation • Drake - Quinn Fa mily Charitable Foundation • Dryer Fam ily Foundation • DTE Energy Foundation • Dyer- lves Foundation • Ea rha rt Foundation • The Eaton County Community Fund • C.K. Eddy Fam ily Foundation • H.T. Ewald Foundation • Fenton Com munity Fund • The Fetzer Institute • Fibre Converters Foundation, Inc. • Fifth Thi rd Bank • George R. & Elise M. Fink Foundation • Max M . and Marjorie S. Fishe r Foundation • Fishe r-lns ley Foundati on • Ethel and James Flin n Fami ly Foundati on • Commun ity Foundation of Grea ter Fli nt • Flint In k Foundation • Ford Foundation • Ford Motor Compan y Fun d • Forest Park Co mmun ity Fund • Fo ur County Commun ity Foundatio n • Henry A Fox Jr. and Kathleen O'Brien Fox Charita bl e Foundation • Greater Frankenmu th Area Commun ity Foundation • Marshall M. Fredericks Foundation • Free Press Charities, Inc. • Fre mont Area Community Foundation • Frey Foundation • Gel man Educational Foundation • General Dyna mics Land Systems • General Motors Foundation • The Gerber Foundation • The Rollin M. Gerstacker Foundation • Irvi ng S. G ilmore Foundation • The Gilmou r Fund • G lancy Foundation, Inc. • Gordy Foundation, Inc. • The Gornick Fund • Grand Bonk • Grand Blanc Com munity Fund • Grand Haven Area Community Foundation • Grand Rapids Communi ty Foundation • Grand Rapids Jaycees Foundation • Grand Rapid s Label Founda tion • Grand Trave rse Reg ional Commun ity Foundatio n • Granger Foundation • Gratiot County Com munity Foundation • Great Lakes Ene rgy Peo ple Fund • G reat Lakes Fishery Trust • The G reater Lansing Fou ndati on • Greenville Area Community Foundation • Guard ian Industries Corp. • The Hannan Founda tion • Charles Stewart Hardi ng Foundation • James & Ca therine Haveman Fami ly Founda tion • David M. & Joyce F. Hecht Foundation, Inc. • The Hees Family Foundation • The Edsko and Claire Hekman Foundation • Pau l B. Henry Foundation • Herman Miller, Inc. • Heron Oa ks Foundation • Herrington-Fitch Fam ily Foundation • Myrtle E. & W ill iam G. Hess Charita ble Tru st • Hill sda le Coun ty Com munity Foundation • The Clarence and Jack Himmel Foundation • The Community Fo undatio n of the Holla nd/Zeeland Area • The Holley Foundation • Homer Area Community Foundation • Robert L. & Judith S. Hooker Foundation • Hougen Foundatio n • James P & Debra K. Hovinga Foundation • Huckle Family Fund • Hudson -Webber Founda tion • Julius & Cyn thia Huebner Fou nd ation • Edward F. & Irma Hunter Foundation • Huron Cou nty Co mmunity Foundation • The Hurst Fou ndation • The lacocca Foundation • Bill & Bea ldema Foundation • Ion ia Cou nty Com mu nity Foundation • Iasco Coun ty Commun ity Foundation • Irwin Foundation • Isabel Founda ti on • Greater Ishpeming Area Community Fund • The Jackson County Commun ity Foundation • Jennings Memoria l Foundation • Jewish Fed eration of Metropolitan Detroit • The Jewish Fund • Jewish Women's Foundation of Metropolitan Dekoit • Pau l C. Johnson Foundation • Lloyd and Mabe l Johnson Foundation • Pau l A Johnson Foundation • F. Martin & Dorothy A Johnson Donor Adv ised Fund • JSJ Foundati on • Ka la mazoo Community Founda tion • The Ka ntzler Foundation • Kaufman Foundation • Chaim, Fanny, Louis, Ben jamin & Anne Flo rence Kaufman Trust • Keeler Foundation • Keller Foundation • WK. Kel logg Founda tion • Ke llogg's Corporate Ci tizenshi p Fund • Kelly Services, Inc. Foundation • El izabeth E. Kennedy Fund • Kewe enaw Commun ity Foundation • Key Carp Foundation • Ronald F. Kinney Fo undation, Inc. • KINSHIP Foundation • The J. Edward Kla ian Foundation • Klapcic Family Foundation • Kmart Corporation • Knigh t Family Charitable & Educational Foundation • Th e Kresge Foundat ion • L & L Educatio na l Fo undation • La-Z-Boy Fo undation • La cks Enterprises, Inc. • The Helen Laidlaw Founda tion • Lapeer County Commun ity Fund • Lorson Family Fund • The Lee Founda ti on • Leelanau Townshi p Community Foundation • Lenawee Commu- ' - -CME. SerYing Grantmakers �nity Foundation • The Leppien Foundation • Les Cheneaux Comm unity Foundation • Libra ry of Michigan Foundation • Little Caesar Enterprises, Inc. • Loeschner Enterpri ses, Inc. • Loomis Sayles • C harles W. Loose more Foundation • The Loutit Fou ndation • Lovelight Foundation • The Edward Lowe Foundati on • Lud y Fam ily Foundati on • Th e Lyo n Fou ndation • M & M Area Commun ity Foundation • Mackey Foundation • Mackinac Island Community Foundation • The Malpass Foun dation • Manistee Coun ty Community Foundation • Richard & Jane Ma noogian Foundation • Marquette Community Founda tion • MarquetteAlger Youth Foundation • Marshall Co mmunity Foundation • Martin Family Foundation • Mosco Corporation Foundation • Community Foundation fo r Mason County • Pete r B. M ason Charitable Foundation • The Matthoei Foundation • W.B. McCa rdell Fami ly Fo undati on • J.R M cCarthy Fo undati o n • M cCurdy M emorial Scho larship Fou nd ation • M cGregor Fu nd • B.D. & Ja ne E. Mcintyre Foundat ion • C.S. & Marion F. Mcintyre Foundation • W.O. & Prudence A. Mci ntyre Foundation • McKinley Foundation • Mcloughlin Family Foundation • Mecosta County Community Foundation • The MEEMIC Foundation for the Future of Education • Meqer, Inc. • Metr? Health Foundation • Michigan AIDS Fund • Michigan Automotive Compressor, Inc. • Michigan Gateway Commun ity Founi:lation • Michigan Humanities Council • Mich igan State Bar Foundation • M ich igan Women's Foundati on • Mid la nd Area Com munity Foundation • Lo uise Tull er M iller Trust • Howard Mill er Fo undation • The Miller Foundatio n • M iller, Canfield, Paddock, and Stone, PLC • Millman -H arris-Romano Foundation • M issaukee A rea Community Foundation • Sid Mittra & Bani Mittra Fam ily Fqundation • Community Foundation of Monroe County • FrederickS. & Lezlynne R Moore Fami ly Foundation • Morley Foundation • Charles Stewart Moll Foundation • Ruth Matt Fo undation • MSMS Foundation • MI. Pleasant Area Commun ity Foundation • Munder Capital Management • Community Foundation for Muskegon County • Werner & Ruth N orte ! Fo undation • National C ity Bank of Michi gan/ Illinois • Negaunee Area C om munity Fund • Allen E. & M a ri e A. Nick less Memorial Founda t ion • The Nine Tuna Founda tio n • Th e Nokomis Founda ti on • Amos Nordman Chari ta ble Trust • North Central Michigan Community Foundation • Community Foundation for Northeast Michigan • Northern Trust Bank, Fsb • Norway Area Commun ity Fund • Commun ity Foundation for Oceana County • Marvin & Rosal ie Okun Founda tion • Osceola County Community Foundation • Otsego County Community Foundation • Paine Family Foundation • The Ronald Palmer Family Foundati on • C harles A. Parcells Founda tion • El sa U. Pa rdee Foundati on • Dona ld and Ann Porfet Fa mily Foundatio n • Peak Street Founda ti on • Pearso n Fam ily Foundati on • Karen & Drew Pesla r Fo undation • Petoskey- Harbo r Springs Area Com munity Foundation • Pho rmacia Corporation • Willard G. and Jessie M. Pierce Foundation • The Pinney Foundation • The Pistons-Palace Foundation • Plante & Mora n, LLP • Plym Foundation • Sara Pollack Educational Trust • Herbert & Elsa Pan ti ng Foundation • Porter Foundation • The Power Foundation • The Preede Foundation· ' The Meyer and Anna Pre nti s Family Founda tion, Inc. • PricewaterhouseCoopers • Public Benefit Corporation • Racho r Family Foundation • Ramser-Morgan • Ransom Fidelity Co mpany • Mi lton M . Ratn er Fou ndatio n • RJK Foundation • Harold & Ca ro lyn Ro bison Foundat ion • Comm unity Fou ndati o n of Greater Rochester • Rosenzweig Coopersmith Foundation • Rotary Charities of Traverse Ci ty • Rotary District 6360 Foundation • The Ruffner Foundation • Harold M. and Nerine L. Rupp Charitable Foundation • Sage Foundation • Sag inaw Community Foundation • The Sama ritan Foundation • San ilac Coun ty Com mun ity Fou ndati o n • Sault Area Com munity Foundation • Savage Foundation • Schalo n Foundatio n • Schoo lcraft County Commun ity Foundation • Scofie ld Memorial Scholarship Foundati on • Seabury Foundatio n • The Se bastian Foun datio n • Seevers Fa mily Foun dat ion • Se hn Fou ndation • William and Sara h Seidman Foundation • George & Eliza beth Seifert Foundation • SEMCO ENERGY • Shaevsky Family Foundation • Samuel & Harold M. Shapero Foundation • The Nate S. & Ruth B. Shapero Foundation • Sbiawossee Community Foundation • The Shiffman Fou ndation • ShubecR Monsour Foundation • Sina i Medica l Stoff Foundation • Skendze l Family Foundation • The Skillman Foundation • Siemens Foundation, Inc. • George M . and Mabie H. Slocum Foundation • Commu nity Foundation for Southeastern M ichi gan • Southfie ld Community Fou nd atio n • Sparta Commun ity Founda ti o n • Speckhard-Kn ight Charita ble Foundatio n • Commun ity Foundation of St. C la ir C ounty • St. C lair Foundation • St. Denys Founda ti o n • St. Ignace Area Commun ity Foundation • Commun ity Foundation of St. Joseph Coun ty • Standard Federal • Stee lcase Foundation • Straits Area Com mun ity Foundation • The Charles J. Strosacker Foundation • Maurice & Dorothy Stubn itz Fo undation • Sturgis Area Community Foundation • The Summers Foundation 1 Inc. • Tahquamenon Area Com mun it y Foundation • The Keith W. Ton tl inger Foundation • The Tapestry Foundation of Mary Ca rme l & Thomas P Borders • Ta rget Corporation • The Taubma n Foundation • Mary Th ompso n Foundatio n • Three Rive rs Area Comm un ity Fo undatio n • The Tiscarn ia Foun dation , Inc. • A. M. Todd Co mpany Foundation • Harry A. & Margaret D. Towsley Foundation • Trust Fund far Ch il dren with Specia l Hea lth Care Needs • Jerry L. & Marcia D. Tubergen Foundation • Turn 2 Foundation, Inc. • Am herst & Janeth Turner Foundation • Tuscarora Fund • Tusco la County Community Foundat ion • Mary L. Tyler Donor Advised Fund • Un ited Jewish Foundation • W E. Upjohn Institute for Emp loyment Research • Haro ld and Grace Upjohn Foundation • Burton H. & Elizabeth S. Up jahn Charitable Trust • Upper Peninsula Co mmun ity Fo un dation All iance • Frede rick S. Upton Fou ndation • The Valenti Foun dation • Fra nk S. & Ma lli e S. VanDervoort Memoria l Foundation • Varnum, Riddering, Schmidt & Howlett, LLP • Verizon • Vicks burg Foundation • The Vi ll age Woman's C lub Fo undation • John D. Voelker Foundation • John W. & Rose E. Watson Scholarsh ip Foundation • The Wege Founda ti o n • Weiner Fam ily Fo undation • James A. Welch Foundatio n • Charles R. and Marie Werner Foundation • The Weisman Foundation • Whee ler Fami ly Founda tion • Whirlpool Foundation • John and Elizabeth Wh iteley Foundation • David M. Whitne y Fun d • Harvey Randall W ickes Foundation • Wicksa n-Link Memorial Fo undation • Bi ll & Sa lly W ildne r Foundation • The Wil kinson Foundat io n • Jam ison Willi ams Foundatio n • The M atil da R. W il so n Fund • The Ralph C. Wilson Foundation • Isadore & Beryl Winkelma n Foundation • Winsh ip Memorial Scho larship Foundation • The Kate & Richard Walters Foundation • Wolverine World Wide • Wyoming Commun ity Foundation • Gyg i and Von Wyss Foundation • Yeo Fa mily Fo undation • The Young Foundation • Melvin L. & Hilda J. Zueh lke Charitable Fou ndatio n • W. Tom Zu rSc hmiede Foundation Michigan AIDS Fu nd Since it was formed by a group of gra ntmakers in 1989, the M ichiga n AIDS Fund (MAF) has distri buted mare than $6 millio n in fundi ng and resources fro m 100 pl us grantm akers to block the spread of HIV/AIDS in M ichiga n. It has supported programs with dem o nstra ble success such as peer ed ucati o n, outrea ch to runa ways, ho meless and incarcerated youth , a nd testin g and co unseling for wo men. As a result of a Strategic Pla nning process, th e MAF Board decided to o pen a Southea st Michiga n offi ce in M ay 2 001 with three staff. MAF exceeded its fu ndraising goal fo r 200 1 and awarded grants totalin g $6 14,29 7 to 2 1 o rganizati ons located throug hout th e state. At least 1, 100 resi dents in o ur state co ntract HIV/AIDS each yea r; nearly 6, 000 have died fro m AIDS, an d at least 13,000 neig hbo rs and fri ends are li ving with th e disease. Clearl y, HIV/AIDS co ntinues to be a seri ous threat in our state. The M ichigan AIDS Fund is co mm itted to lea ding the way fo r th e treatm ent a nd eradicati o n of the epidemic. The MA F Board co ntinues to be chaired by Leonard Sm ith, president of the Flinn Fam il y Fou nd atio n. To lea rn mo re a bout th e Michiga n AID S Fund, contact G len Jack at 2 48/395 -32 44 . Michig an Com munity Foundation s' Ventures (MC FV) Th e Comm unity Foundatio ns' Ventures Produ cts Fu nd and the Com munity Fo undation Research and Development Incubator, with prima ry suppo rt from M ichiga n commun ity foundati o ns, the W K. Kellog g Foundation and the Charl es Stewart Mott Fo undatio n, co ntinue to be the pri ma ry pro jects of MCFV The Incubato r is dedicated to condu cting research and develop ment activities for th e commun ity fou ndation field. Activities this year have focused o n: • Minim um standards- 5 1 co mmunity fou ndation boards have comp lied with standa rds o n governa nce, finance and admini stration, do nor relati ons, gra ntmaking, communicatio ns and conven ing. • Regiona l Team-U p G rants-one-to-one matchi ng gra nts fo r com munity fou ndati ons wo rkin g together to bui ld regiona l marketin g pa rtnerships that promote effi ciencies in o peratio ns and greater growth in assets. • Incu bator Produ ct Ro ll-o ut- New produ cts incl ude a Dono r Advised Fund Po rtfo lio, Charita ble IRA Rollover Portfolio, Fam ily Philanthropy Research Paper a nd High Net Worth Ind ividual Resea rch Paper- all to help community fo undatio ns advance relationships with existing donors, prospective donors, an d professio nal advisors • M arketing Readi ness Cam pa ign-an interactive learni ng o ppo rtunity to hea r from marketing practitioners and consu ltants, a nd to provide input regarding the tools a nd reso urces that cou ld help com munity fo undations develop a stro nger marketing function. MCFV contin ues to be chaired by Jack Hopkin s, president & C EO of the Kala mazoo Comm unity Fou ndation. To learn more about MCFV, contact Do nnell Merserea u at 6 16/ 84 2 -7080 . �,, Our Accomplish~ents Offering Education & Networking Opportunities Working to Increase & Improve Philanthropy In Michigan, Across the Nation & Internationally Fifty-five members participated in The Michigan Evening as part of the Council on Foundations' Annual Conference in Philadelphia. Eighty-three members attended the 2001 Regional Members' Dinner in Midland, hosted by the Herbert H. and Grace A Dow Foundation, the Harry A and Margaret D. Towsley Foundation, and the Alden and Vada Dow Fund. Filmmaker Mark Ducker completed the 11 -minute video, Community Foundations as Environmental Stewards. Produced with support from the Great Lakes Protection Fund, this video promotes environmental grantmaking by commu nity foundations by te lling the story of the Community Foundation for Muskegon County in becoming a successful environmental grontmaker. The Heart of the Philanthropist, a special retreat presented by the Fetzer Institute, Standards For Community Foundations: Challenges and Lessons Learned, o n eight-page provided grantmakers an opportunity to learn from each other and to reconnect to their vocational purpose and mission. publication highlighting lessons learned in Michigan, assists community foundations nationwide as they begin the process of meeting standards set forth by the Council on Foundations. This publication was underwritten by a grant from the WK. Kellogg Foundation. Grantrnoking Basics (formerly known as the Institute for New Staff and Trustees) was held with 38 staff from a variety of foundations. More than 75 participants and With special grant support from The their children Skillma n Foundation, CMF worked attended the Fam il y with Public Sector Consultants in Foundations organ izing a special confere nce in Retreat, "Running a Lansing to discuss devolution, and Family Foundation is a Team Sport," at TANF reauthorization. Crystal Mountain Resort. The retreat featured Especially for Fami ly Foundation s Bob Selverstone and Karl Tra vis as lead faculty. Thirty family foundations participated in a regiona l luncheon in Ann Arbor hosted by Bill and Sally Martin of the Martin Family Foundation and Gerald and Mau reen Kn ight of the SpeckhardKnight Foundation. Sponsored with O ur Pa rtn e rs In addition to eight schedu led Detroit Area Gra ntmaker (DAG) meetings, DAG and CMF partnered with area members and the Grantmakers in Aging affinity group to offer a special sem inar, Making Our Communities Senior Friendly. More than 700 grontmokers attended the 29th Annual Conference in Detroit. Keynote speakers included Trudy Archer and Detroit Mayor Dennis Archer (pictured); Pot · Mitchell, president, I! Public Broadcasting System; William Greaves, executive producer, director & writer; Robert E. Rubin, cha irman, Local Initiatives Support Corporation; and Jackie JoynerKersee; chair, Jackie Joyner-Kersee Charitable Trust. ·CMf CMF hosted individuals from Denver, New York, Arkansas, Germany and Australia for discussions on commun ity foundations and youth philanthropy. A team from the Coalition of Community Foundations fo r Youth visited Michigan for two days as part of their effort to develop best practices for youfh philanthropy. A special grant from the Charles Stewart Matt Foundation supported the work of Julia Szanton who spent five months with CMF as International Coordinator. She arranged visits to community foundations by delegations from Brazil, Mexico and the Carpathian Foundation (three Eastern European countries) tying them with the Annua l Community Foundations Conference of the Counci l on Foundations in Vancouver. Six Michigan youth grantmakers and two adults participated in an international you th philanthropy conference in Northern Ireland. Participants come from England, Wales, Scotland, Serbia and Kosovo. Th e trip was mode possible through a dissemination grant from the WK . Kellogg Foundation and includ ed a ioint grantmaking experience in the town of Derry. CMF, COF, and the Michigan Nonprofit Association (MNA) hosted 20 foundation and nonprofit leaders for a half-day discussion in Detroit on organizational effectiveness, fac ilitated by Marcia Sharp from the Millennium Group. More than 120 Michigan, Ohio and South Carolina youth grontmokers participated in the 2001 "Making Change" Youth Leadership Conference. Two Mowby Interns gained knowledge of the philanthropic field by working at the CMF office to produce the Conference. �Strengthening Relationships Facilitating Collaborations by Grantmakers CMF assisted the Land Use Funders Affinity Group in hosting 100 of their Michigan grantees to discuss strategies for joint public policy work on land use issues. Guest speaker, Patrick Noonan, president of the Conservation Fund, indicated that he knows of no other state where grantmokers are bringing their grantees together for such dialogue. The first Tobacco Settlement Partnership progress report to the Michigan Community Services Commission listed 293 grants mode in the initial distribution of $2.1 million to 65 certified community foundations. Three commun ity foundation grantmakers participated in a session with 75 city and village officials at the Michigan Municipal League's Annual Conference in Battle Creek to discuss partnerships. Staff worked with their Michigan Nonprofit Association co lleagues to produce Gran/makers/ Gran/seekers 200 7 in Grand Rapids. In addition, grantmakers from West Michigan were invited to the closing lunch with Robert Putnam and to an afternoon discussion with staff from the Milwaukee Nonprofit Fund-on innovative funder co llaborative. A day of sem inars was organized for African American attorneys and accountants as part of the National Black Philanthropy Conference in Detroit. Three Conversations Workshops were held in southeast Michigan to strengthen relationships between local funders and more than 150 nonprofit organizations . Providing Needed Resources \ Issues of Memo to Members, Family Philanthropist, Yackety-YAC, Asset Developments, and The Michigan Scene were produced. Youth Grantmokers Contribute to Community Foundation Growth, written by CMF's community foundation eva luator, shares the rol e youth grant mokers hove played in helping wi th Michigan community fo unda tion fu nd development. Copies we re distributed at the Council on Foun dations' Annual Community Foundations Conference in Vancouver. Make A Difference, a colorfu l, six page trifo ld, responds to the mo ny requests received for an orientation piece for new youth grantmakers. Each of the 86 commun ity foundation youth advisory committees in Michigan rece ived copies for use with their recruitment of new YAC members. Following the tragedy of September 11, CMF surveyed members and created a response section on the www.cmif.org Web site. During the fiscal year, our Web site had 49,800 resources. More than $3 71 ,000 was awarded to 15 community foundations in the Second Round of the Homelessness Prevention Partnership with the Michigan State Housing Development Authority (MSHDA) and local Continuum of Care Committees. More.than 140 practitioners from 30 program sites and three regional coordinating organizations joined a small group of funders for the first-ever IDA (individual development accounts) Conference in Michigan sponsored by the Michigan IDA Partnership. Phose Ill of the Great Lakes Community Foundations Environmental Col laborative was funded through a two-year, $250,000 Great Lakes Protection Fund grant, allowing CMF to work with 17 new shoreline commun ity foundations in the Great Lakes Basin. Twenty-three Michigan classroom teachers attencjed Learning to Give's Summer Residential Institute for teachers at Olivet College. The hands-on, lively educational program introduced educators to the pool of philanthropy lessons and allowed them to craft their own philanthropy lessons by appropriate grade level. Extending Our Legislative Voice CM F convened eight grantmokers to meet and discuss two educational initiatives with Senator Carl Levin after he spoke to the Economic Club of Detroit. Twenty-two members traveled with CMF staff to Washington, DC for the Annual Washington Hill Visit to meet with the Michigan delegation and discuss bills and issues of philanthropic concern, including the Community Solutions Act, IRA Charitable Ro llover Bill, and the Foundation and Corporate Charitable Giving Incentives Act. Karla Hall of DTE Energy Foundation meets with Rep. Fred Upton 9-11 445 ,530 visitors who downloaded more than Serving Grantmakers. Advancing Giving. �Treasurer's Report Michigan Tobacco Settlement Partnership CMF is now in the third year of distributing the interest on tobacco settlement funds to 65 certified commun ity foundations statewide for healthy youth and healthy senior proiects. More than $20 million has been distributed statewide with fifty percent of it permanently endowed. To learn more, co ntact Barb Dryer. Michigan IDA Partnership 987 accounts for m<iltched savings (IDAs) to assist low income working fam ili es with homeownership, higher education and sma ll business development have been awarded to 50 program sites statewide in the first 18 months of this nationa l demonstration woiect. Foundation and corporate support is leveraging TANF fu nds thro ugh the Michigan Family Independence Agency as we ll as other federal sources. For more information, contact Eric Musch ler. Year Ended March 31, 2002 Pricewaterho useCoopers LLP has issued an unqualified opinion on the combined Financial Statements of CMF and its supporting organizations for the years ended Ma rch 31, 2002 & 2001. The Combined Statements of Activity and Changes in Net Assets presented in the Annual Report have been derived fr om the audited financial statements, which have been modified to reflect the detailed expenses of the CMF endowment funds, MCFV and MAF for the years ending March 31 , 2002 & 2001. A copy of the audited financial statements is available for public inspection at the Council ~~ om ~ ;n >nd H•ven, M;ch;g,n. Learning to Give Prepari ng foro national launch, Learn ing to Give currently has over 500 lesson plans and teacher support materials on philanthropy available at www.learningtogive.org . Partnership discussions are taking place in nine se lected states, and nati o nal nonprofit partnerships and educational endorsements have been secu red to ass ist in this dissemination effort. In addition, Learning to Give lessons are being taught at every grade level for a period of three yea rs in 30 pub lic schools in Mich igan. As a result of this effort, over 4,000 K-12 students have been exposed to two philanthropy units du ring the 2001-2002 school year. Far mare information , contact Kathy Agard . Homelessness Prevention Project Th e Michigan State Housing Development Authority and CMF are supporting new partnerships between 20 community foundations and loca l Continuum of Care Committees to hold summ its on homelessness prevention and create permanent endowments to su ppo rt comm unity-based efforts to deal wi th this issue. To learn more, contact Jeri Fischer. Great Lakes Community Foundation Environmental Collaborative Thanks to th e Great La kes Protection Fund and C harles Stewart Matt Foundation, 38 shoreline co mmunity foundations in the Great La kes Basin wi ll have permanent endowed funds for environmental grantmaking. The Joyce Founda tion has provided additio nal support for public policy work on environmental issues. Contact Sheila Leahy, proiect consu ltant, at 847/735-1616. Richard K. Treasurer Rappley~ ., Our Endowment With support from the W.K. Kellogg Foundation, the MCFYP (Michigan Community Foundations' Youth Project) Endowment Fund was established as our sixth endowment fund with assets of $1,043, 591. The income from this new fund w ill support ongoing technical assistance to the 86 community foundation youth advisory committees created by the Kellogg Youth Challenge. Added to the assets of CMF's five other endowment funds summarized below, endowment assets exceeded $10 million for the year ending March 31, 2002. William W. Allen Fund- to support government relations work on state and federal legislation and regulations affecting philanthropy Dorothy A. Johnson Education Fund- for nationally recognized speakers at the Annual Conference Russell G. Mawby Fund to Improve and Increase Philanthropy-aiding new collaborative opportunities and special publications that will advance the field of philanthropy loA •·-·· .... ,... · - - -- ·-N-- .. - Community Foundations Endowment Fund- to support special technical assistance needs Ruth and Russell Mawby Fund for Kids- to support summer interns fo r the alumni of community fou ndation youth advismy committees. For information on contributing to one of these endowment fun ds call Rob Collier, President, at 616/ 842-7080. �Combined Balance Sheets March 31 2002 Assets Cash Investments Grants & contributions rece ivable Prepaid expenses & other assets Fixed assets net of depreciation Total assets $9,867,006 21,866,397 2,424,028 68,473 524,476 $34,750,380 March 31 2001 $12,986,224 20,205,136 3,145,069 27,684 517,245 $36,881,358 2002 200 1 $206,355 410,931 $327,338 1' 157, 122 617,286 1,484,460 Net assets Unrestricted Temporarily restricted Permanently restricted 10,186,258 20,318,471 3,628,365 9,597,278 23,232,443 2,567,177 Total net assets 34,133,094 35,396,898 $34,750,380 $36,881 ,358 2002 2001 Total Total $935,885 18,657,433 557,592 103,384 (1 ,720,089) Liabilities Accounts payable & other liab. Grants payable Total lia bilities Total liabilities and net assets Combined Statements of Activities and Changes in Net Assets CMF General Operations & Special Projects CMF Endowment Funds Michigan Community Foundation s' Ventu res Support and Revenues Member contributions Grants & other contributions Conferences Publications Investment 'income & other $958,326 6,733,995 372,821 45 ,915 145,779 $5,683 7,215 534 413,585 $567,650 29,205 1,789 686,051 $895,983 13,604 $958,326 8,203,311 409,241 48,238 1,259,019 Total support revenue 8,256,836 427,017 1,284,695 909,587 10,878,135 18,534,205 Expenses Grants Conferences Publications Fundraising Professional fees Depreciation Programming / member service s 5,852,141 530,546 105,140 36,284 664,925 80,305 1,966,390 10,000 7,601 2,018 0 64,972 0 403,046 423,987 78,756 13,4 11 592,095 12,116 168,652 737,971 5,229 22,729 100,244 76,831 2,832 183,718 7,024,099 622,132 143,298 136,528 1,398,823 95,253 2,721,806 14,662,614 738,006 189,236 247,463 1,289,466 82,263 3,231,839 Total Expenses 9,235,731 487,63 7 1,289,0 17 1' 129,554 12,141 ,939 20,440,887 (978,895) (60,620) 1'182,593 (4,322) (1 '182,593) (219,967) (1 ,263,804) (1 ,906,682) 8,266,433 9,014,978 17,280,402 835,085 35,396,898 37,303,580 $7,287 ,538 $10, 136,951 $16 ,093 ,487 $615, 118 $34 , 133,094 $35,396,898 Changes in net assets Transfer from Other Funds Net assets at beginning of year Net assets at end of year Note: Statement Format Not in Accordance W ith GAAP Michigan AiDS Fund �Main Office (Grand Haven) 616/842-7080 FAX: 616/842-1760 or 842-3010 Michigan AIDS Fund 248/395-3244 FAX: 248-395-2315 Robert S. Collier President & Chief Executive Officer rcollier@ cmif.org , Vicki J. Rosenberg Vice President & Chief, Operating Officer vrosen berg @ em if. org David R. Lindberg Vice President, Finance & Administration dlindberg@cmif.org Barbara A. Dryer Glen Jack Grants & Contracts Manager bdryer@cmif.org Executive Director giack@ michoidsfund.org Jeri L. Fischer Stacey Barbas Director, Membersh ip & Specia l Projects ifischer@ cmif.org Program Officer sborbos @ michaidsfund.org Joan Foran Executive Accounting Assistant iforan @cmif.org M ichelle L. Leyton Pamela A. Bitzer Officer Manager pbitzer@ cmif.org Database Coordinator mleyton@cmif.org Katrina Foster Program Associate kfoster@ michaidsfund.org Michigan IDA Partnership 734/ 542-3951 FAX: 734 / 542-3952 Donnell Snite Mersereau Judy M. Carl Dire ctor, Com munications icarl @ cmif.org Director, Community Fou nda tions dmersereou @ cmif.org Eric D. Muschler Director muschler@ earthlink.net Gail B. Powers -Schaub Sue Cudd ington Executive Ass istant to the President scuddington@cmif.org Southeast Michigan Office Director, Information Services & Tec hn o logy gschoub@cmif.org Learning to Give Project 231/767-8600 FAX: 231/773 -0707 Kathryn A. Agard 31 3/961 -3122 FAX: 313/961-3185 CMF has an ever-increasing number of partners, some of which include .... Accounting Aid Society Association of Fundroising Professionals Th e Aspen Institute Nonprofit Sector Research Fund City Connect - Detroit City of Detroit - Mayor's office Concerned Citizens for the Arts in Michigan Corporation far National Service Communications Network ConnectMich igon Alliance Council on Foundations Detroit Communiity Development Funders' Collaborative Detroit Regional Chamber Family Independence Agency Forum of Regional Associations of Grantmakers The Foundation Center Grand Volley State University Dorothy A. Joh nson Center on Philanthropy Great Lakes Protection Fund INDEPENDENT SECTOR Indiana. Humanities Council Indiana University Center on Philanthropy Lilly Endowment Michigan Commu nity Service Comm iss ion Michigan Department of Education Michigan Information Technology Commission Michigan K-12 Service Learning Center Michigan League for Human Services Michigan Nonprofit Association Michigan State Chamber of Commerce Michigan State Housing Deve lopment Authority Michigan State University Institute for Pu blic Policy and Socia l Research National Board for Professional Teaching Standards The Points of Light Foundation United Way Community Serv ices Executi ve Director kagard@ remc4.k 72.mi.us Diane Cottrell Susan Howbert Karen Middleton Directo r, Family Phi la nthropy, Corporate Grantmaking, & Sou theast Michigan Services showbert@aol.com Program Assoc iate kmiddleton@cmif.org Executive Secretary dcottreil@ remc4. k 72. mi. us Barbara A. Dillbeck Tea cher in Residence bdillbec @ remc4.k 72.mi.us Rita Higgins Director, Marketing and Publications rhiggin s@remc4.k 72.mi.us CMF Council of Michigan Foundations Serving grantmakers. Advancing giving. One South Harbor Avenue, Su ite 3 P.O. Box 599 G rand Haven, M l 49417 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2001_AR_2001-2002 Title A name given to the resource Council of Michigan Foundations Annual Report 2001-2002 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Annual Report 2001-2002. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50393 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001/2002 https://digitalcollections.library.gvsu.edu/files/original/b8a4513a8dd549fc04b59e7ae12e0426.pdf f258596b7cc4c902e7e9d28083fa8e7c PDF Text Text Council of Michigan Foundations Honoring the Past Embracing the Future 29th Annual Conference October 31 - November 2, 2001 Marriott Renaissance, Detroit REGISTRANTS �Council of Michigan Foundations Registration List CMF-29th Annual Conference Ms. Christina M. Adams Vice President Of Finance The Fetzer Institute 9292 West KL Avenue Kalamazoo, Ml 49009-9340 Phone: (616) 375-2000 Dr. Kathryn A. Agard Executive Director Learning To Give Initiative 630 Harvey Street Muskegon, Ml 49442-4278 Phone: (231) 767-3100 Fax: (231) 773-0707 Ms. Karen Aldridge-Eason Program Director Charles Stewart Mott Foundation 503 South Saginaw Street Suite 1200 Flint, M I 48502-1820 Phone: (810) 238-5651 Fax: (810) 766-1748 Ms. Lucy R. Allen President and CEO Saginaw Community Foundation 100 S. Jefferson, Suite 501 Saginaw, Ml 48607-1274 Phone: (989) 755-0545 Fax: (989) 755-6524 Ms. Velma Allen Trustee Community Foundation of Greater Flint 502 Church Street Flint, Ml 48502-1206 Phone: (81 0) 767-8270 Fax: (81 0) 767-0496 Ms. Cindy Allison Vice President Comerica Charitable Foundation P.O. Box 75000 Detroit, Ml 48275-0001 Phone: (313) 222-7091 Fax: (313) 222-7041 Mr. Jim Allison Comerica Charitable Foundation 411 W. Lafayette, MC3462 Detroit, Ml 48226 Mr. Alejandro Amezcua Program Assistant Charles Stewart Mott Foundation 503 S. Saginaw Street, Suite 1200 Flint, Ml48502-1851 Phone: (810) 766-1771 - 1- �Mr. George W. Anderson Chair Leelanau Township Community Foundation 109 Nagonaba Street P.O. Box 818 Northport, Ml 49670-0818 Phone: (231) 386-9000 Fax: (231) 386-9000 Ms. Lyn Anderson Leelanau Township Community Foundation 109 Nagonaba Street P.O. Box 818 Northport, Ml 49670-0818 Phone: (231) 386-9000 Fax: (231) 386-9000 Ms. Sherry Anderson Executive Director Marshall Community Foundation 126 W. Michigan, Suite 202 Marshall, Ml 49068-1522 Phone: (616) 781-2273 Fax: (616) 781-9747 Ms. Susan Andrus Vice President Tuscola County Community Foundation 11 04 E. Kinney Road Munger, Ml 48747-9772 Phone: (989) 659-2805 Fax: (989) 659-2358 Mr. Thomas Andrus Tuscola County Community Foundation PO Box 355 Caro, Ml 48723-0355 Phone: (989) 673-8223 Fax: (989) 673-7543 Dennis W. Archer Mayor Mayor, City Of Detroit Coleman A. Young Municipal Center 2 Woodward Avenue, Suite 1126 Detroit, Ml 48226 Phone: (313) 224-3400 Fax: (313) 224-4128 Trudy D. Archer Trustee Community Foundation for Southeastern Michigan C/o 36th District Court 421 Madison, Room 3074 Detroit, Ml 48226-2358 Phone: (313) 961-6675 Fax: (313) 961-2886 Ms. Jenny Arena New Horizons CLC Of Michigan 14115 Farmington Road Livonia, Ml 48154 Phone: (734) 525-1501 Ms. Bobbie Arnold Trustee The Charles J. Strosacker Foundation P.O. Box 471 Midland, Ml 48640-0471 Phone: (989) 832-0066 Ms. Kimberlee Arnold The Charles J. Strosacker Foundation P.O. Box 471 Midland, Ml 48640 -2- �Ms. Catherine Atchison Program Officer Charlevoix County Community Foundation 507 Water Street P.O. Box 718 East Jordan, Ml 49727-9476 Phone: (231) 536-2440 Fax: (231) 536-2640 Dr. Andrew D. Atwood Family & Business Consulting Fountain Hill Center for Counseling and Consultation 534 Fountain Street NE Grand Rapids, Ml 49503 Phone: (734) 456-1178 Mr. C. Patrick Babcock Director of Public Policy W.K. Kellogg Foundation One Michigan Avenue East Battle Creek, Ml 49017-4005 Phone: (616) 969-2032 Fax: (616) 969-2693 Mr. Donald N. Bailey Vice President Bank One 611 Woodward Avenue, 5th Floor Detroit, Ml 48226 Ms. Tamara R. Bailey, CFP Vice President Northern Trust Bank, Fsb 161 Ottawa, NW, Suite 111 Grand Rapids, Ml 49503-2711 Phone: (616) 233-0849 Fax: (616) 233-0841 Mr. Tyrone R. Baines Director Kellogg Youth Initiative Partnerships W.K. Kellogg Foundation One Michigan Avenue East Battle Creek, Ml 49017-4005 Phone: (616) 968-2174 Fax: (616) 969-2118 Ms. Carol Baker Trustee The Community Foundation of the Holland/ Zeeland Area 3864 Windsor Hill Drive Hudsonville, 49426 Ml Phone: (616) 662-0609 Mr. Gaylord Baker Secretary Maurice & Dorothy Stubnitz Foundation 26 Chestnut Lodge Road Black Mountain, NC 28711 Phone: (828) 669-6131 Fax: (517) 265-5293 Ms. Jean S. Baker Maurice & Dorothy Stubnitz Foundation 153 E. Maumee Street Adrian, Ml 49221-2703 Phone: (828) 669-6131 Fax: (517) 265-5293 Mr. James P. Baldwin Trustee Battle Creek Community Foundation 164 W. Hamilton Lane Battle Creek, Ml 49015 Phone: (616) 962-2181 Fax: (616) 962-2182 -3- �Mr. William Ballenger Inside Michigan Politics 2029 S. Waverly Road Lansing, Ml 48917 Phone: (517) 487-6665 Mr. Paul Ballew General Director General Motors Corporation Global Market & Industry Analysis 100 Renaissance Center Mail Code 482A 18C66 Detroit, Ml 48265 Phone: (313) 665-1334 Ms. Bonnie Ballinger Executive Director Barry Community Foundation 629 West State Street Suite 201 Hastings, Ml 49058-9047 Phone: (616) 945-0526 Fax: (616) 945-0826 Ms. Carmen Barbee Administrative Assistant Berrien Community Foundation 2900 S. State, Suite 2 East St. Joseph, Ml 49085 Phone: (616) 983-3304 Fax: (616) 983-4939 Ms. Alison Barberi Executive Director Greenville Area Community Foundation 203 S. Lafayette PO Box 427 Greenville, Ml 48838-1935 Phone: (616) 754-2640 Fax: (616) 754-3642 Ms. Terry Barclay President and CEO Women's Economic Club 155 W. Congress, Suite 601 Detroit, M I 48226 Phone: (248) 963-5088 Ms. Carol Barrett Ph.D. Consultant Center for Advancing Community Health 2045 Belding Okemos, 48864 Ml Phone: (517) 881-6215 Mr. Michael M. Barry Vice President Bank One C/o Bank One 611 Woodward, Ml1-8113 Detroit, Ml 48226 Phone: (313) 225-1249 Fax: (313) 225-3948 Ms. Jane Barth President Charles F. and Adeline L. Barth Foundation 180 E. 9th Collegeville, PA 19426-2318 Phone: (61 0) 489-4655 Fax: (989) 793-0186 Ms. Janet S. Bauer Executive Director Four County Community Foundation 231 E. St. Clair P.O. Box 539 Almont, Ml 48003-1 050 Phone: (81 0) 798-0909 Fax: (81 0) 798-0908 - 4- �- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Mr. Alan Bean Metro Health Foundation 333 West Fort Street, Suite 1370 Detroit, Ml 48226-3149 Phone: (313) 965-4220 Fax: (313) 965-3626 Dr. Judith A. Bean Trustee Metro Health Foundation 1937 Lone Pine Rd. Bloomfield Hills, Ml A8302-2522 Phone: (248) f:?26-9729 Fax: (313) 965-3626 Ms. Marnee Beck Business Manager Council on Foundations 1828 L Street, NW, Suite 300 Washington, DC 20036 Phone: (202) 467-0445 Ms. Carol Bedient Program Administrator Grand Haven Area Community Foundation 1 South Harbor Avenue Grand Haven, M149417-1385 Phone: (616) 842-6378 ex.11 Fax: (616) 842-9518 Mr. Mesfin Belay Metro Health Foundation 333 West Fort Street, Suite 1370 Detroit, M I 48226-3149 Phone: (313) 965-4220 Fax: (313) 965-3626 Ms. Valerie Belay Trustee Metro Health Foundation 23855 Merril Avenue Southfield, 48075 Ml Phone: (231) 924-3175 Fax: (313) 965-3626 Ms. Rhonda D. Bell Associate Director Gordy Foundation, Inc. 2656 W. Grand Boulevard Detroit, M I 48208-1237 Ms. Ruth Benedict Communications Director Community Foundation for Southeastern Michigan 333 W. Fort Street, Suite 201 0 Detroit, Ml 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 Ms. Amy Berke Executive Director Detroit Neurosurgical Foundation 3333 East Jefferson Avenue Detroit, Ml 48207 Phone: (313) 259-0391 Fax: (313) 259-1841 Dr. Joseph J. Berke President Detroit Neurosurgical Foundation 3333 E. Jefferson Detroit, M I 48207-4237 Phone: (313) 259-1575 Fax: (313) 259-1841 - 5- �Ms. Leslie Bernard Program Officer The Kresge Foundation 3215 W. Big Beaver Road P.O. Box 3151 Troy, Ml 48084-2818 Phone: (248) 643-9630 Fax: (248) 643-0588 Mr. Paul A. Bernard Director City Of Detroit Planning and Development Department 65 Cadillac Tower, 23rd Floor Detroit, Ml 48226 Ms. Sharon E. Bisher Executive Director Hillsdale County Community Foundation 52 East Bacon P.O. Box 276 Hillsdale, Ml49242-1634 Phone: (517) 439-5101 Fax: (517) 439-51 09 Mr. Patrick Bishop Community Relations Coordinator Fremont Area Community Foundation 4424 West 48th Street PO Box B Fremont, Ml 49412-8721 Phone: (231) 924-5350 Fax: (231) 924-5391 Ms. Kimber Bishop-Yanke lnsired By ... 1799 Cooldge Hwy Berkley, Ml 48072 Phone: (248) 584-7900 Ms. Pamela A. Bitzer Executive Assistant/Office Manager Council of Michigan Foundations One South Harbor Avenue, Suite 3 P.O. Box 599 Grand Haven, Ml49417-1385 Phone: (616) 842-7080 Fax: (616) 842-1760 Ms. Erika Block Co-Artistic/Producing Director Walk & Squawk P.O. Box 441038 Detroit, Ml 48244 Phone: (313) 832-8890 Fax: (313) 832-8891 Ms. Carolyn A. Bloodworth Secretary/Treasurer Consumers Energy Foundation 212 West Michigan Avenue Jackson, Ml 49201-2236 Phone: (517) 788-0432 Fax: (517) 788-2281 Ms. Martha Bloom Program Officer/YAC Advisor Ann Arbor Area Community Foundation 201 S. Main Street, Suite 501 Ann Arbor, Ml 48104-2113 Phone: (734) 663-0401 Fax: (734) 663-3514 Ms. Susan S. Bloom Susan S. Bloom International 20 West 77th Street New York, NY 10024 Phone: (212) 580-4890 Fax: (212) 721-7232 - 6- �Ms. Celia Bobrowsky Tigers Care Manager Detroit Tigers 2100 Woodward Avenue Comerica Park Detroit, Ml 48201-3470 Phone: (313) 471-2135 Fax: (313) 471-2144 Ms. Cheryl Boersma Sturgis Area Community Foundation 310 N. Franks Avenue Sturgis, Ml 49091-1259 Phone: (616) 659-8§08 Fax: (616) 65~-8111 Mr. William Boersma Executive Director Sturgis Area Community Foundation 310 N. Franks Avenue Sturgis, Ml49091-1259 Phone: (616) 659-8508 Fax: (616) 659-8111 Mr. Arnold Boezaart Director Of Special Projects Community Foundation for Muskegon County 425 W. Western Suite 200 Muskegon, Ml49440-1101 Phone: (231) 722-4538 Fax: (231) 722-4616 Mr. Joseph A. Bonventre Member Clark Hill, P.L.C. 500 Woodward Ave Suite 3500 Detroit, 48226-3485 M I Phone: (313) 965-8293 Fax: (313) 965-8252 Mr. Cliff Boomer Planned Gift Chair Manistee County Community Foundation 254 River Street Manistee, Ml 49660-1701 Phone: (231) 723-7269 Fax: (231) 723-641 0 Ms. Liz Boomer Manistee County Community Foundation 254 River Street Manistee, Ml49660-1701 Phone: (231) 723-7269 Fax: (231) 723-6410 Ms. Carole Booms Vice President Of Operations The Jackson County Community Foundation One Jackson Square, Suite 11 0-A Jackson, 49201 Ml Phone: (517) 787-1321 Fax: (517) 787-4333 Ms. Melinda Bostwick Public Affairs Visteon Automotive Systems Visteon World Headquarters, Ste. 1N468 5500 Auto Club Drive Dearborn, Ml 48126-2683 Phone: (313) 755-1689 Fax: (313) 845-9111 Ms. Nichole Boucher Trustee Millman-Harris-Romano Foundation 3997 Preserve Drive Dexter, Ml48130 Phone: (234) 426-8461 - 7- �Ms. Pamela R. Boyd Charitable Trust Analyst Michigan Department Of Attorney General Consumer Prot. Div./Char. Trust P.O. Box 30214 Lansing, Ml 48909 Phone: (517) 373-1152 Ms. Gale Brand Morley Foundation P.O. Box 2485 Saginaw, Ml 48605-2485 Phone: (989) 753-3438 Mr. Michael M. Brand Trustee Morley Foundation 600 SE Marion St., Apt. 508 Portland, OR 97202-7061 Phone: (503) 230-0704 Ms. Marlo Broad Special Collections Librarian Alpena County Library 211 North First Avenue Alpena, Ml 49707 Phone: (989) 356-6188 Mr. Henry Bromelkamp President Bromelkamp Company 106 East 24th Street Minneapolis, MN 55404-3522 Phone: (800) 879-2565 Dr. Joyce A. Brown Principal Battle Creek Community Foundation 282 Garfield Avenue Battle Creek, Ml 49017-3722 Phone: (616) 964-8672 Ms. Karen Brown Detroit Community Development Funders' Collaborative Mr. Lee J. Brown President Cadillac Area Community Foundation 201 Petrie Road Cadillac, Ml 49601-9203 Phone: (231) 775-0199 Fax: (231) 775-2511 Ms. Patricia Brozowski Trustee Four County Community Foundation 12923 Imlay City Rd. Emmett, Ml 48022-2304 Phone: (81 0) 395-7527 Fax: (81 0) 384-6138 Ms. Karen Bruchan Executive Director Manistee County Community Foundation 254 River Street Manistee, Ml 49660-0031 Phone: (231) 723-7269 Fax: (231) 723-6410 -8- �Mr. Roger Bruchan Manistee County Community Foundation 254 River Street Manistee, Ml49660-1701 Phone: (231) 723-7269 Fax: (231) 723-641 0 Ms. Kimberley Bryant Trustee Four County Community Foundation C/o Ford Motor Company-Comm Relations 701 E. 32 Mile Rd. ~ Romeo, Ml 48065 Phone: (81 0) 752-8173 Fax: (81 0) 752-8300 Mr. Robert Buchanan Director of International Programs Council on Foundations 1828 L Street Washington, DC 20036-5104 Phone: (202) 466-6512 Mr. David Buckler Director Of Finance Detroit Youth Foundation Fisher Building, Suite 206 3011 W. Grand Blvd. Detroit, Ml 48202-3096 Phone: (313) 375-3400 Mr. Jim Buckley Manager PricewaterhouseCoopers 400 Renaissance Center Detroit, M I 48243 Phone: (313) 394-6686 Dr. Kenneth S. Burnley Superintendent Detroit Public Schools 5057 Woodward Avenue, Suite 278 Detroit, M I 48202 Phone: (313) 494-1 075 Fax: (313) 494-7923 Mr. Clifford Burrows Mr. Jay E. Burrows Trustee Community Foundation for Oceana County C/o Sikkenga, Prince, Barecki & Nicholas 191 N. Michigan Avenue Shelby, Ml 49455-1024 Phone: (231) 861-2183 Fax: (616) 961-2185 Ms. Sue Byrne Masco Foundation 21001 Van Born Road Taylor, Ml48180-1340 Mr. Tom Callanan Program Director The Fetzer Institute 9292 West KL Avenue Kalamazoo, Ml 49009-9340 Phone: (616) 375-2000 -9- �Mr. C. David Campbell President McGregor Fund 333 W. Fort Street, Suite 2090 Detroit, Ml 48226-3134 Phone: (313) 963-3495 Fax: (313) 963-3512 Mr. Douglas G. Campbell Foundation Collection Supervisor Northwestern Michigan College 1701 E. Front Street Traverse City; Ml 49686-3016 Phone: (-231) 922-1063 Fax: (231) 922-1056 Ms. Susan Goethe! Campbell McGregor Fund 333 W. Fort Street, Suite 2090 Detroit, Ml 48226-3134 Ms. Susan Carbin Community Relations Manager AAA Michigan One Auto Club Drive Dearborn, Ml 48126-4213 Phone: (313) 336-1418 Fax: (313) 336-1809 Julie Carey Hillsdale County Critical Incident Stress Management 2385 Hallete Road Hillsdale, Ml 49242 Phone: (517) 437-2647 Mrs. Judy M. Carl Director, Communications and Membership Council of Michigan Foundations One South Harbor Avenue, Suite 3 P.O. Box 599 Grand Haven; Ml49417-1385 Phone: (616) 842-7080 Fax: (616) 842-1760 Ms. Claire Carsen Marketing Manager Micro Edge 619 W. 56th Street New York, NY 10019 Phone: (800) 899-0890 Mr. Kimball Cartwright Program Consultant The Jackson County Community Foundation One Jackson Square, Suite 11 0-A Jackson, Ml 49201 Phone: (517) 787-1321 Fax: (517) 787-4333 Mr. Francois Castaing Castaing Family Foundation 6394 Muirfield Court Bloomfield Hills, Ml 48301-1503 Phone: (248) 626-6842 Ms. Marlies Castaing Treasurer Castaing Family Foundation 6394 Muirfield Court Bloomfield Hills, Ml 48301-1503 Phone: (248) 626-6842 - 10- �Ms. Caroline S. Chambers Contributions Manager Comerica Charitable Foundation P.O. Box 75000, MC 3352 One Detroit Center, 500 Woodward Avenue Detroit, Ml 48275-0001 Phone: (313) 222-3571 Fax: (313) 222-8720 Ms. Laura Champagne Trustee Metro Health Foundation 333 West Fort Street, Suite 1370 Detroit, Ml 48226-3-=1 49 Phone: (313) 965-4220 Fax: (313) 965-3626 Ms. Kelly Boles Chapman Program Officer Battle Creek Community Foundation One Riverwalk Centre 34 W. Jackson Street Battle Creek, Ml 49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Ms. Vicki Chatland Office Manager Harry A. & Margaret D. Towsley Foundation 140 Ashman P.O. Box 349 Midland, Ml 48640 Phone: (989) 837-11 00 Fax: (989) 837-3240 Ms. Elizabeth A. Cherin President/CEO Fremont Area Community Foundation 4424 West 48th Street P.O. Box B Fremont, Ml 49412-8721 Phone: (231) 924-5350 Fax: (231) 924-5391 Ms. Betty Christ W .K. Kellogg Foundation One Michigan Avenue, East Battle Creek, Ml49017-4005 Phone: (616) 968-1611 Fax: (616) 968-0413 Mr. Chris T. Christ Trustee W.K. Kellogg Foundation One Michigan Avenue, East Battle Creek, Ml 49017-4005 Phone: (616) 968-1611 Fax: (616) 968-0413 Ms. Kristin L. Christ Vice President Comerica Bank 20180 Mack Avenue Grosse Pointe Woods, Ml 48236 Phone: (313) 886-9802 Fax: (313) 886-4311 Mr. Peter J. Christ Consultant Council of Michigan Foundations 614 Jennings Landing Battle Creek, Ml 49015-3528 Phone: (616) 962-6144 Fax: (616) 962-0862 Ms. Joan Christensen Volunteer Council Of Michigan Foundations 1 South Harbor Avenue Grand Haven, Ml 49417 - 11- �Ms. Yvonne Christopher Executive Director V.I.S.I.O.N. Inc. P.O. Box 07099 Detroit, Ml 48207 Mr. Michael J. Church Co-Owner NPO Solutions, Inc. 280 Northfield Road Litchfield, CT 06759-3715 Phone ~ (603) 798-3777 Fax: (603) 798-3785 Mr. Gavin Clabaugh Vice President Charles Stewart Mott Foundation 1200 Mott Foundation Building 503 South Saginaw Street Flint, Ml 48502-1820 Phone: (81 0) 238-5651 Ms. Aundrea Clark Trustee Albion Community Foundation 203 S. Superior Street PO Box 156 Albion, Ml 49224-1774 Phone: (517) 629-3349 Fax: (517) 629-8027 Mr. Daniel J. Cline Attorney Cline, Close, Dyer & Gambrell, PLC 4604 N. Saginaw Road, Suite C Midland, Ml 48640 Phone: (989) 832-1770 Fax: (989) 832-6988 Ms. Linda M. Cline Ms. Juliet Cochran Metro Health Foundation 333 West Fort Street, Suite 1370 Detroit, Ml 48226-3149 Phone: (313) 965-4220 Fax: (313) 965-3626 Mr. Raymond Cochran Trustee Metro Health Foundation 31356 Stonewood Court Farmington Hills, Ml 48334 Phone: (248) 539-0144 Fax: (313) 965-3626 Ms. Andrea M. Cole Assistant Vice President The Skillman Foundation 600 Renaissance Center, Suite 1700 Detroit, M I 48243-1802 Phone: (313) 393-1185 Fax: (313) 393-11878 Ms. Amy B. Coleman Director of Accounting The Kresge Foundation P.O. Box 3151 3215 W. Big Beaver Road Troy, Ml 48007-3151 Phone: (248) 643-9630 Fax: (810) 643-7616 - 12- �Mr. Luke Coleman The Kresge Foundation 3215 W. Big Beaver Road P.O. Box 3151 Troy, Ml 48084-2818 Phone: (248) 643-9630 Fax: (248) 643-0588 Mr. John Colina President Colina Foundation 1 Heritage Drive, Suite 220 Southgate, Ml 48195-3048 Phone: (734) 283-8847 Fax: (734) 283-3725 Ms. Nancy Colina Colina Foundation One Heritage Drive, Suite 220 Southgate, Ml 48195-3048 Phone: (734) 283-8847 Fax: (734) 283-3725 Mr. Robert S. Collier President & CEO Council of Michigan Foundations One South Harbor Avenue, Suite 3 P.O. Box 599 Grand Haven, Ml 49417-1385 Phone: (616) 842-7080 Fax: (616) 842-1760 Mr. Richard Connell Vice President & Treasurer, CIO The Skillman Foundation 600 Renaissance Center, Suite 1700 Detroit, Ml 48243-1802 Phone: (313)393-1167 Fax: (313) 393-1187 Ms. KC Connors Vice President Jeffrey Slocum & Associates, Inc. 430 First Avenue, North Minneapolis, MN 55401 Phone: (612) 338-7020 Mr. Brian Conway Michigan Historic Preservation Office Michigan Historical Center 717 W. Allegan Street Lansing, Ml48918-1800 Phone: (517) 373-1630 Fax: (517) 335-0348 Mr. Bruce L. Cook President Cook Family Foundation 898 Curwood Ad Owosso, Ml 48867-2176 Phone: (989) 725-5670 Fax: (989) 725-3138 Ms. Jacqueline Cook Trustee Cook Family Foundation 898 Curwood Rd. Owosso, Ml 48867-2176 Phone: (989) 725-5670 Fax: (989) 725-3138 Mr. Paul Cook Portfolio Manager Munder Capital Management 480 Pierce Street Birmingham, Ml 48009-6063 Phone: (248) 64 7-9200 - 13- �Ms. Rose Cook Mauser Harmony with Nature Foundation 9911 Fairfield Livonia, Ml 48150-2707 Phone: (734) 261-9393 Mr. William Cook Mauser Harmony with Nature Foundation 9911 Fairfield Street Livonia, Ml48150-2707 Phone: 313-261-9393 Mr. David Cooke Vice President Loomis, Sayles & Co., LP 39533 Woodward, Suite 300 Bloomfield Hills, Ml 48304-2864 Phone: (248) 646-2100 Ms. Susan E. Cooper President Cooper Foundation P.O. Box 2 Bloomfield Hills, Ml 48303-0002 Mr. Larry Coppard Senior Consultant Community Foundation for Southeastern Michigan 333 W. Fort Street, Suite 201 0 Detroit, M I 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 Mr. David Coupland Executive Director Computer Challenge 804 Mt. Vernon Avenue Ann Arbor, Ml 48103 Phone: (734) 669-9298 Mr. Bill Coyne Trustee Sanilac County Community Foundation 843 South Lakeshore Road Port Sanilac, Ml 48469 Phone: (81 0) 648-3634 Fax: (81 0) 622-9462 Ms. Laura J. Craft Program Officer Grand Rapids Community Foundation 209-C Waters Building 161 Ottawa, N.W. Grand Rapids, Ml 49503-2701 Phone: (616) 454-1751 Fax: (616) 454-6455 Ms. Joy A. Cramer Trust Officer Citizens Bank-Flint 328 S. Saginaw Street Flint, Ml 48502-1923 Phone: (81 0) 766-7895 . Fax: (81 0) 766-7634 Ms. Teresa Crawford Grants Manager Frey Foundation 40 Pearl Street, NW, Suite 1100 Grand Rapids, Ml 49503-3028 Phone: (616) 451-4565 Fax: (616) 451-8481 - 14- �Mr. D. Kerry Crenshaw Clark Hill, PLC 500 Woodward Avenue, Suite3500 Detroit, Ml 48226 Dr. Mary Cretens Trustee Community Foundation for Delta County Doctors Park Suite 121 Box 5 2500 7th Avenue, South Escanaba, Ml 49829-0005 Phone: (906) 786-6654 Fax: (906) 786-9124 Ms. Roberta H. Cribbs Trustee Battle Creek Community Foundation 502 Garrison Road Battle Creek, Ml 49017 Phone: (616) 962-2181 Fax: (616) 962-2182 Ms. Lisa K. Cripps Program Manager Berrien Community Foundation 2900 S. State, Suite 2 East St. Joseph, Ml 49085 Phone: (616) 983-3304 Fax: (616) 983-4939 Ms. Mary Crisman Program Assistant Fremont Area Community Foundation 4424 West 48th Street PO Box B Fremont, Ml 49412-8721 Phone: (231) 924-5350 Fax: (231) 924-5391 Mr. Gary Crist Finance Director Battle Creek Community Foundation One Riverwalk Centre 34 W. Jackson Street Battle Creek, Ml 49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Ms. Susan J. Cuddington Executive Assistant To the President Council of Michigan Foundations One South Harbor, Suite 3 P.O. Box 599 Grand Haven, Ml49417-1385 Phone: (616) 842-7080 Fax: (616) 842-1760 Ms. Julie F. Cummings Trustee Max M. and Marjorie S. Fisher Foundation 2700 Fisher Building Detroit, Ml 48202 Phone: (313) 874-2100 Fax: (313) 874-2338 Mr. Steven J. Cupchak Vice President lpex Investment Consulting 123 S. Main Street, #140 Royal Oak, Ml48067 Phone: (248) 548-0770 Ms. Arnett Curry General Motors Foundation MC: 482-C27 -D76 300 Renaissance Center Detroit, M I 48265-3000 Phone: (313) 665-0824 - 15- �Mr. Joe Curtin Trustee Osceola County Community Foundation PO Box 37 Reed City, Ml 49677-1149 Mr. Charles B. Curtiss Trustee Bay Area Community Foundation 1013 Shady Shore Bay City, Ml 48706-1952 Phone: (989) 893-4438 Fax: (989) 893-4448 Ms. Sharon Cutler Program Adm. Assistant Battle Creek Community Foundation One Riverwalk Centre 34 W. Jackson Street Battle Creek, Ml 49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Ms. Judy Czerepowicz Trustee Four County Community Foundation 2244 Serville Road Allenton, Ml 48002-2107 Phone: (81 0) 798-6433 Fax: (81 0) 798-6436 Ms. Drucilla Daniels Child Care Coordinating Council Of Detroit/ Wayne County, Inc. 2151 East Jefferson, Suite 250 Detroit, M I 48207 Phone: (313) 259-4411 Fax: (313) 259-4415 Mr. Jim Dauer Director Of Foundation & Government Sup Detroit Symphony Orchestra 3663 Woodward Avenue , Suite 100 Detroit, Ml 48201-2400 Phone: (313) 576-5143 Fax: (313) 576-5101 Ms. Kathryn Davis Director Of Development Michigan Virtual University 1800 Maple Road , Suite 2000 Troy, Ml 48084 Phone: (248) 614-3792 Fax: (248) 614-3869 Ms. Kelli Davis Executive Assistant Community Foundation of Greater Flint 502 Church Street Flint, Ml 48502-1206 Phone: (81 0) 767-8270 Fax: (810) 767-0496 Ms. Kim Davison Learning To Give-Kalamazoo Public Schools 3215 Oakland Kalamazoo, Ml 49008 Mr. Gary Dawley· Trustee Besser Foundation 392 Long Rapids Road Alpena, M I 49707-1318 Phone: (989) 356-6613 Fax: (989) 354-8099 - 16- �Ms. Lois R. DeBacker Program Officer Charles Stewart Mott Foundation 1200 Mott Foundation Building 503 South Saginaw Street Flint, Ml 48502-1820 Phone: (81 0) 238-5651 Fax: (81 0) 237-4857 Ms. Rita Decker Co-Chair Sanilac County Community Foundation 2455 Church Street Deckerville, Ml 48427-9605 Phone: (81 0) 376-3325 Fax: (810) 376-4229 Ms. Neeta Delaney President The Jackson County Community Foundation One Jackson Square, Suite 11 0-A Jackson, Ml 49201 Phone: (517) 787-1321 Fax: (517) 787-4333 Mr. Robert A. DeNooyer Treasurer Midland Area Community Foundation 3301 Lawndale Midland, Ml48642-3977 Phone: (989) 839-8003 Fax: (989) 839-8010 Ms. Barbara Dillbeck Teacher in Residence Council Of Michigan Foundations Learning To Give 630 Harvey Street Muskegon, Ml 49444 Phone: (231) 767-1780 Mr. Christopher J. Dine Bodman, Longley & Dahling LLP 100 Renaissance Centre, 34th Floor Detroit, Ml 48243-1 001 Phone: (313) 259-7777 Fax: (313) 393-7579 Mr. Herbert D. Doan Chairman The Herbert H. & Grace A. Dow Foundation 1018 W. Main Street Midland, Ml 48640-4264 Phone: (989) 631-3699 Fax: (989) 631-0675 Ms. Junia Doan Executive Vice President and Secretary Herbert & Junia Doan Foundation P.O. Box 169 Midland, Ml 48640-0169 Phone: (989) 631-2471 Fax: (989) 631-2471 Mr. Robert W. Doll Trustee Metro Health Foundation 333 West Fort Street, Suite 1370 Detroit, M I 48226-3149 Phone: (313) 965-4220 Fax: (313) 965-3626 Ms. Deborah Dolsey-Diggs Executive Director United Negro College Fund - 17- �Ms. Tina Dortch Assistant To the Mayor City of Detroit Mayor's Office Two Woodward Avenue, Suite 1126 Coleman A. Young Municipal Center Detroit, Ml 48226-3443 Phone: (313) 224-6330 Fax: (313) 224-1040 Ms. Patience Drake 1368 Hickory Island Street Haslett, Ml 48840 Ms. Barbara Dryer Information Services Assistant Council of Michigan Foundations One South Harbor Avenue, Suite 3 P.O. Box 599 Grand Haven, Ml49417-1385 Phone: (616) 842-7080 Fax: (616) 842-1760 Mr. Richard Lowell Dunlap Program Officer- Information Systems The Kresge Foundation P.O. Box 3151 3215 W. Big Beaver Road Troy, Ml 48007-3151 Phone: (248) 643-9630 Fax: (248) 643-0588 Mr. George Dunn Trustee Mt. Pleasant Area Community Foundation Middle Michigan Development 111 South University Mount Pleasant, Ml 48858-2320 Phone: (989) 772-2858 Fax: (989) 772-2115 Ms. Judy Dunn Committee Member Community Foundation for Southeastern Michigan 333 W. Fort Street, Suite 2010 Detroit, M I 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 Ms. Ramona Curdy Learning To Give-Van Zile Elementary 2915 E. Outer Drive Detroit, Ml 48234 Phone: (248) 424-9240 Ms. Christine Ebinger Youth & Education Consultant The Jackson County Community Foundation One Jackson Square, Suite 11 0-A Jackson, Ml 49201 Phone: (517) 787-1321 Fax: (517) 787-4333 Ms. Kathryn Eckert Trustee Americana Foundation P.O. Box 525 Leland, Ml 49654-0525 Phone: (517) 373-0511 Fax: (81 0) 347-3349 Mr. Tom Edminston Senior Program Director Michigan Statewide USC 530 W. Ionia, Suite D Lansing, Ml 48933 - 18- �Mr. David 0. Egner President Hudson-Webber Foundation 333 W. Fort Street, Suite 131 0 Detroit, Ml 48226-3149 Phone: (313) 963-7777 Fax: (313) 963-2818 Ms. Patrice Eller Manager, Consultant Services Blue Cross Blue Shield of Michigan/BCN 600 Lafatette E-0250 Detroit, Ml 48226 ~ Phone: (313). 225-7731 Fax: (313) 225-0283 Ms. Susan Ellerkamp Program Director Community Foundation of St. Clair County 516 McMorran Blvd. Port Huron, Ml 48060-3826 Phone: (81 0) 984-4761 Fax: (81 0) 984-3394 Ms. Cheryl Elliott President and CEO Ann Arbor Area Community Foundation 201 S. Main Street, Suite 501 Ann Arbor, Ml48104-2113 Phone: (734) 663-0401 Fax: (734) 663-351 4 Mr. Lawrence Emig Trustee Osceola County Community Foundation 301 W. Upton Avenue Reed City, Ml 49677-1149 Ms. Carrie Pickett Erway Program Officer Kalamazoo Community Foundation Comerica Bank Building, Suite 332 151 S. Rose Street Kalamazoo, Ml 49007-4792 Phone: (616) 381-6614 Fax: (616} 381-3146 Ms. Katherine Eschenburg Trustee Four County Community Foundation 8641 Tubspring Road Almont, Ml48003-8854 Phone: (81 0) 798-7019 Fax: (81 0) 798-3530 Ms. Renee Essenburg Executive Director Shiawassee Community Foundation 4051 South M-52 Owosso, Ml48867-9224 Phone: (989) 725-1 093 Fax: (989) 725-1989 Ms. Mary M. Evans Learning To Give 1465 Chicago Blvd. Detroit, MI 46499 Phone: (313) 865-7380 Mr. Peter Fales Trustee Community Foundation of Monroe County 707 Westwood Monroe, Ml 48161-1857 Phone: (734) 242-1976 Fax: (734) 242-1234 ________ _____________ - 19- ..._ ;..... _____: _________ - - -- �Ms. Joann Farnham Administrative Assistance Battle Creek Community Foundation One Riverwalk Centre 34 W. Jackson Street Battle Creek, Ml 49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Ms. Carol A. Farquhar Executive Director Grantmakers in Aging 5335 Far Hills Avenue, Suite 220 Dayton, OH 45429-2317 Phone: (937) 435-3156 Fax: (937) 435-3733 Mr. James Feeney Director Maurice & Dorothy Stubnitz Foundation 920 Richlyn Drive Adrian, 49221-9296 Ml Phone: (517) 263-4195 Fax: (517) 265-5293 Ms. Linda Feeney Maurice & Dorothy Stubnitz Foundation 153 E. Maumee Street Adrian, Ml 49221-2703 Phone: (517) 263-5788 Fax: (517) 265-5293 Honorable John Feikens U.S. District Judge United States District Court 231 W. Lafayette Blvd., Room 851 Detroit, Ml 48226 Phone: (313) 234-5125 Fax: (313) 234-5355 Ms. Lynn A. Feldhouse 3660 Edinborough Drive Rochester Hills, Ml 48306 Phone: (248) 373-1216 Ms. Doris M. Fell Trustee Metro Health Foundation 333 W. Fort Street, Suite 1370 Detroit, Ml 48226-3149 Phone: (313) 965-4220 Fax: (313) 965-3626 Rev. J. Louis Felton Trustee Kalamazoo Community Foundation 4303 Londonderry Avenue Kalamazoo, Ml49006 Phone: (616) 349-5597 Fax: (616) 373-0421 Ms. Ina Fernandez Senior Portfolio Management Munder Capital Management 480 Pierce Street, Suite 300 Birmingham, Ml 48009-6063 Phone: (248) 64 7-9200 Fax: (248) 647-5931 Mr. Robin D. Ferriby Vice President, Donor Relations Community Foundation for Southeastern Michigan 333 W. Fort Street, Suite 201 0 Detroit, Ml 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 -20- �Ms. Jeri L. Fischer Membership & Special Projects Director Council of Michigan Foundations One South Harbor Avenue, Suite 3 P.O. Box 599 Grand Haven, Ml49417-1385 Phone: (616) 842-7080 Fax: (616) 842-1760 Mr. Jamey Fitzpatrick Vice President, Development & Education Policy Michigan Virtual University 3101 Technology .Parkway, Suite G Lansing, Ml 48910 Phone: (517) 324-5360 Fax: (517) 336-7787 Ms. Lisa Fleming · Administrative Assistant Community Foundation for Southeastern Michigan 333 W. Fort Street, Suite 2010 Detroit, Ml 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 Ms. Jennifer Poteat Flores Trustee Harry A. & Margaret D. Towsley Foundation 3040 Exmoor Road Ann Arbor, Ml 48104-4132 Phone: (734) 327-9682 Fax: (734) 669-6380 Ms. Marlene J. Fluharty Executive Director Americana Foundation 28115 Meadowbrook Road Novi, Ml 48377-3128 Phone: (248) 34 7-3863 Fax: (248) 347-3349 Ms. Jaqueline Flynn Shiawassee Community Foundation 4051 S. M-52 Owosso, Ml 48867-9224 Phone: (989) 725-1 093 Fax: (989) 725-1989 Mr. Edsel B. Ford, II Board Director Ford Motor Company Fund One American Road Suite 1138 Dearborn, Ml 48126.2798 Dr. Richard Foster Vice President for Programming W.K. Kellogg Foundation One Michigan Avenue East Battle Creek, Ml 49017-4005 Phone: (616) 969-2209 Fax: (616) 968-0413 Mr. Thomas Fox President Elect Community Foundation of Monroe County C/o The FoxBerry Group, Inc 2074 S. Custer Monroe, Ml 48161-1831 Phone: (734) 242-1976 Fax: (734) 242-1234 Ms. Tracy L. Fralick Assistant Vice President Comerica Charitable Foundation 411 W. Lafayette Detroit, Ml 48226 Phone: (313) 222-4558 Fax: (313) 222-7116 - 21 - �Ms. Judy Frazer Contributions Analyst DTE Energy Foundation 1046 WCB; 2000 Second Avenue Detroit, Ml 48226 Phone: (313) 235-9238 Fax: (313) 596-6507 Rabbi E. B. Freedman Director Jewish Hospice & Chaplaincy Network Ms. Terri Fresh Mr. Frederick W. Freund Executive Director Irving S. Gilmore Foundation 136 E. Michigan Avenue, Suite 615 Kalamazoo, Ml 49007-3912 Phone: (616) 342-6411 Fax: (616) 342-6465 Ms. Jane Freund Irving S. Gilmore Foundation Old Kent Bank Building 136 East Michigan Avenue, Suite 615 Kalamazoo, Ml 49007-3912 Phone: (616) 342-6411 Fax: (616) 342-6465 Mr. David G. Frey Vice Chairman Frey Foundation 40 Pearl Street, NW, Suite 1100 Grand Rapids, Ml 49503-3028 Phone: (616) 451-0303 Fax: (616) 451-8481 Ms. Judy Frey Frey Foundation 40 Pearl Street, NW, Suite 11 00 Grand Rapids, Ml 49503-3028 Phone: (616) 451-0303 Fax: (616) 451-8481 Ms. Aline Frybarger Business & Finance Manager The Jackson County Community Foundatior One Jackson Square, Suite 11 0-A Jackson, Ml 49201 Phone: (517) 787-1321 Fax: (517) 787-4333 Mr. David D. Fukuzawa Program Officer The Kresge Foundation 3215 W. Big Beaver Road P.O. Box 3151 Troy, Ml48084-2818 Mr. Gregory M. Fuller Vice President Institutional Trust Comerica Bank MC 3462 P.O. Box 75000 Detroit, Ml 48275-0001 Phone: (313) 222-4312 Fax: (313) 222-7041 -22- �Ms. Roberta Gabier Irving S. Gilmore Foundation Old Kent Bank Building 136 East Michigan Avenue, Suite 615 Kalamazoo, Ml 49007-3912 Phone: (616) 342-6411 Fax: (616) 342-6465 Mr. Russell L. Gabier Secretary & Trustee Irving S. Gilmore Foundation 613 Montrose Kalamazoo, Ml 49008-2426 Phone: (616) 343-0076 Fax: (616) 342-6465 Ms. Christine Gabridge Administrative Assisstant Four County Community Foundation 231 E. St. Clair P.O. Box 539 Almont, Ml 48003-1 050 Phone: (81 0) 798-0909 Fax: (81 0) 798-0908 Mr. David D. Gardiner Vice President, Programs Kalamazoo Community Foundation Comerica Bank Building, Suite 332 151 S. Rose Street Kalamazoo, Ml 49007-4792 Phone: (616) 381-4416 Fax: (616) 381-3146 Mr. Elan Garonzik Program Officer Charles Stewart Matt Foundation 1200 Matt Foundation Building 503 South Saginaw Street Flint, Ml 48502-1820 Phone: (81 0) 238-5651 Fax: (810) 766-1748 Mr. Ralph J. Gerson Executive Vice President Guardian Industries Corporation 2300 Harmon Road Auburn Hills, Ml48326-1714 Phone: (248) 340-2300 Fax: (248) 340 - 2308 Ms. Karen Gervais Library of Michigan Foundation 717 W. Allegan Lansing, Ml48915-1703 Ms. Barbara J. Getz Executive Director The Gerber Foundation 4747 W. 48th, Suite 153 Fremont, Ml 49412-8119 Phone: (231) 924-3175 Fax: (231) 924-7906 Mr. Allan D. Gilmour President The Gilmour Fund P.O. Box 1810 Birmingham, Ml48012-1810 Phone: (248) 792-2057 Fax: (248) 792-2058 Mr. Paul Ginter Program Officer The Fetzer Institute 9292 West KL Avenue Kalamazoo, Ml 49009-9340 Phone: 616/375-2000 Fax: 616/372-2163 - 23 - �Dr. Julie Gleason Comstock SEMCIR 3011 W. Grand Blvd. Detroit, Ml 48202-3011 Phone: (313) 873-0840 Fax: (313) 873-9212 Ms. Katie M. Goatley Program Officer/VAG Advisor Community Foundation for Southeastern Michigan 333 W. For.t Street, Suite 2010 Detroit, M I 48226-3134 Phone: (313) 961-6675 ext.116 Fax: (313) 961-2886 Ms. Jomarie Goerge Program Associate The Fetzer Institute 9292 West KL Avenue Kalamazoo, Ml 49009-9340 Phone: (616) 375-2000 Fax: (616) 372-2163 Ms. Claudette Goff Office Administrator Community Foundation of Monroe County P.O. Box 627 111 E. First Street Monroe, Ml 48161-0627 Phone: (734) 242-1976 Fax: (734) 242-1234 Mr. Ed Golick Trustee Community Foundation of Greater Rochester 127 West University Drive P.O. Box 80431 Rochester, Ml 48307-1973 Phone: (248) 608-2804 Fax: (248) 608-2826 Ms. Marion Y. Gorton Administrator Department of Attorney General Charitable Trust Section P.O. Box 30213 Lansing, Ml 48909-7713 Phone: (517) 373-1152 Fax: (517) 241-0229 Ms. Carol Goss Senior Program Officer The Skillman Foundation 600 Renaissance Center, Suite 1700 Detroit, M I 48243-1802 Phone: (313) 568-6360 Fax: (313) 393-1187 Ms. Michelle Gostomski Executive Director Mt. Pleasant Area Community Foundation 111 S. University P.O. Box 1283 Mount Pleasant, Ml 48804-1283 Phone: (989) 773-7322 Fax: (989) 773-2115 Dr. Angela Graham · Leadership Director Battle Creek Community Foundation One Riverwalk Centre 34 W. Jackson Street Battle Creek, Ml 49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Ms. Marilyn Graham Interim VP/Secretary DaimlerChrysler Corporation Fund 1000 Chrysler Drive Auburn Hills, Ml 48326-2766 Phone: (248) 512-2501 Fax: (248) 512-2503 -24- �Ms. Donna B. Gray Trustee Winship Memorial Scholarship Foundation Comerica Bank, Trust Division 25 W. Michigan Avenue Battle Creek, Ml 49017-3610 Phone: (616) 979-4479 Mr. Jack Gray Winship Memorial Scholarship Foundation Comerica Bank, Trust Division 25 W . Michigan Avenue Battle Creek, Ml49017-3610 Mr. William Greaves Author William Greaves Productions, Inc. 230 West 55th Street New York, NY 10019 Ms. Elizabeth Greaves-Hoxsie Program Officer Blue Cross Blue Shield of Michigan Foundation 600 Lafayette East X520 Detroit, Ml 48207 Phone: (313) 225-9099 Fax: (313) 225-7730 Ms. Carole Greene Pharmacia Foundation 7000 Portage Road Kalamazoo, Ml 49001-0102 Mr. James E. Greene Director, Community Relations and Contributions Director Pharmacia Foundation 7000 Portage Road Kalamazoo, Ml 49001-01 02 Phone: (616) 833-6153 Fax: (616) 833-6418 Mr. Jeff Greene Consultant Center for Advancing Community Health Okemos, Ml48864 Phone: (517) 347-7964 Fax: (517) 347-8106 Ms. Mary Greene Communications/PR Director Grand Rapids Community Foundation 209-C Waters Building 161 Ottawa Avenue NW Grand Rapids, Ml 49503-2701 Phone: (616) 454-1751 Fax: (616) 454-6455 Mr. Eugene Grice President James A. Welch Foundation 1615 Franklin Ave. Flint, Ml 48503-2863 Phone: (81 0) 248-4336 ·Ms. Vivian Grice James A. Welch Foundation 503 S. Saginaw Street, Suite 726 Flint, M I 48502-1807 - 25- �Mr. RichardT. Groos Trustee Barry Community Foundation 1760 S. Broadway Hastings, Ml 49058-2562 Phone: (616) 945-2316 Fax: (616) 945-0826 Ms. Betty Gross Director Maurice & Dorothy Stubnitz Foundation 525 Richlyn Dr. Adrian, Ml 49221-9117 Phone: (517) 263-4007 Fax: (517) 265-5293 Mr. Charles E. Gross President/Treasurerrrrustee Maurice and Dorothy Stubnitz Foundation 153 E. Maumee Street Adrian, Ml 49221-2703 Phone: (517) 263-5788 Fax: (517) 265-5293 Mr. Ernest B. Gutierrez, Jr. Senior Program Officer The Kresge Foundation P.O. Box 3151 3215 W. Big Beaver Road Troy, Ml 48007-3151 Phone: (248) 643-9630 Fax: (248) 643-0588 Ms. Jessica Guyor Executive Director The Pistons-Palace Foundation 2 Championship Dr. Auburn Hills, 48326 Ml Phone: (248) 371-2034 Fax: (248) 377-0309 Mr. Robert N. Habicht Executive Director Michigan Gateway Community Foundation P.O. Box 351 Buchanan,49107MI Phone: (616) 695-3521 Fax: (616) 695-4250 Ms. Barbara Haddad Jewish Family Service Mr. Donald J. Hahn Executive Director Tuscola County Community Foundation P.O. Box 534 Caro, Ml48723-0534 Phone: (989) 673-8223 Fax: (989) 673-7543 Ms. Sallie Hahn Tuscola County Community Foundation PO Box 355 Caro, Ml 48723-0355 Phone: (989) 673-8223 .· Fax: (989) 673-7543 Ms. Jennifer Balch Hale Development Associate Ann Arbor Area Community Foundation 201 S. Main Street, Suite 501 Ann Arbor, Ml48104-2113 Phone: (734) 663-0401 Fax: (734) 663-3514 -26- �Ms. Maureen Hale Vice President-Portfolio Management Fifth Third Bank-Investment Advisors One Vandenberg Center Grand Rapids, Ml 49503-2407 Phone: (616) 771-5243 Fax: (616) 771-0795 Ms. Colleen Haley Director Canton Community Foundation 44237 Michigan Avenue Canton, Ml 48188Phone: (734) 398-5000 Fax: (734) 398-5088 Ms. Barbara Allen Hall Programs Officer Whirlpool Foundation 2000 North M-63, M.D. 3106 Benton Harbor, Ml 49022 Phone: (616) 923-5583 Fax: (616) 925-0154 Ms. Karla Hall Secretary DTE Energy Foundation 1046 WCB; 2000 Second Avenue Detroit, Ml 48226 Phone: (313) 235-9416 Fax: (313) 235-0285 Ms. Pamela Halladay Senior Program Officer The Hannan Foundation 4750 Woodward Detroit, Ml 48201-1300 Phone: (313) 833-1300 Fax: (313) 833-1710 Ms. Peggy Hamilton Mr. Edward C. Hammond Attorney . Clark Hill, PLC 500 Woodward Avenue Suite 3500 Detroit, Ml 48226-3416 Phone: (313) 965-8300 Fax: (313) 962-4348 Steven K. Hamp President Henry Ford Museum & Greenfield Village 20900 Oakwood Blvd P.O. Box 1970 Dearborn, Ml 48124-5029 Phone: (313) 982-6111 Executive Director Community Foundation of Greater Rochester 127 WestUniversity Drive P.O. Box 80431 Rochester, Ml 48307-1973 Phone: (248) 608-2804 Fax: (248) 608-2826 · Ms. Lisa Hamway Director, Corporate Contributions Ameritech 444 Michigan Avenue, Room 1700 Detroit, M I 48226-2517 Phone: (313) 223-5747 Fax: (313) 496-9337 Ms. Nancy Riekse Hanenburg Executive Director Grand Haven Area Community Foundation 1 South Harbor Avenue Grand Haven, Ml 49417 Phone: (616) 842-6378 ex.14 Fax: (616) 842-9518 - 27- �Ms. Phyllis Hanna YAC Advisory/Publicity Chair Manistee County Community Foundation 256 2nd Ave Manistee, Ml 49660-2669 Phone: (231) 723-7269 Fax: (231) 723-6410 Ms. Alison J. Harmon Senior Program Officer The Skillman Foundation 600 Renaissance Center, Suite 1700 Detroit, M1 ~48243-1802 Phone: (313) 568-6360 Fax: (313) 393-1187 Ms. Andrea Harper Administrative Assistant Community Foundation for Southeastern Michigan 333 W. Fort Street, Suite 2010 Detroit, M I 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 Mr. Jon Harrison Grants Librarian Michigan State University Libraries 100 Library East Lansing, Ml 48824-1 048 Phone: (517) 353-8818 Fax: (517) 432-8050 Ms. Alice Hart VP for Programs Community Foundation of Greater Flint 502 Church Street Flint, Ml 48502-1206 Phone: (81 0) 767-8270 Fax: (81 0) 767-0496 Ms. Brenda L. Hart Trustee Battle Creek Community Foundation 152 Chestnut Battle Creek, Ml49017-3770 Phone: (616) 965-9574 Fax: (616) 962-2182 Mr. Craig Haynes Bank One Detroit, Ml Phone: (313) 225-3225 Mr. James R. C. Hazel Trustee Battle Creek Community Foundation Jim Hazel's Union 76 14301 Beadle Lake Road Battle Creek, Ml 49014-8213 Phone: (616) 966-9153 Fax: (616) 968-1142 Mr. Neal Hegarty Associate Program Officer Charles Stewart Matt Foundation 1200 Matt Foundation Building 503 South Saginaw Street Flint, Ml 48502-1820 Phone: (81 0) 238-5651 Fax: (810) 766-1748 .Ms. Ginger Hentz Community Action Center P.O. Box 1026 Battle Creek, Ml 49016-1 026 - 28- �Mr. Norman Herbert Trustee Ann Arbor Area Community Foundation 3681 Wagner Ridge Ct. Ann Arbor, Ml48103-1678 Phone: 764-7225 Fax: 763-2201 Ms. Rita Higgins Marketing & Public Relations Director Learning To Give Initiative 630 Harvey Street Muskegon, Ml 494-42-4278 Phone: (231} 767-1779 Fax: (231) 773-0707 Mr. Dennis A. Hill Board Chair-Elect The Jackson County Community Foundation C/o Republic Bank 306 W. Michigan Ave. Jackson, Ml 49201 Phone: (517) 787-1321 Fax: (517) 787-4333 Ms. Mary Ann Hirn The Pinney Foundation 333 E. Main Street P.O. Box 231 Midland, Ml 48640-0231 Phone: (989) 872-3613 Mr. Robert Hirn Trustee The Pinney Foundation 6622 Kelly Road Cass City, 48726 Ml Phone: (989) 872-3613 Ms. Peggy Hoaglin Trustee Albion Community Foundation 203 S. Superior Street PO Box 156 Albion, Ml49224-1774 Phone: (517) 629-3349 Fax: (517) 629-8027 Ms. Elise Hoben Vice President Rural USC 119 N. Church Street, Suite 201 Kalamazoo, Ml 49007 Ms. Kimberly L. Holley Communications Officer Battle Creek Community Foundation One Riverwalk Centre 34 W. Jackson Street Battle Creek, Ml 49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Mr. Hal Hooks Trustee Four County Community Foundation 634 N. Fairground Road Imlay City, Ml48444-9490 Phone: (81 0) 724-2211 Fax: (248) 655-4433 Mr. Frederick Hoops Clark Hill, P.L.C. 500 Woodward Avenue, Suite 3500 Detroit, Ml 48226 -29- �Mr. Jack Hopkins PresidenVCEO Kalamazoo Community Foundation Comerica Bank Building, Suite 332 151 S. Rose Street Kalamazoo, Ml 49007-4792 Phone: (616) 381-4416 Fax: (616) 381-3146 Mr. Joe Howard Public Health Consultant Ml Dept. Of Community Health Department Of HIV/AIDS Services 1200 Sixth Street Street, South Tower, S Detroit, Ml 48225 Phone: (313) 256-3134 Fax: (313) 256-2049 Mr. Mitch Howard Director Canton Community Foundation 44237 Michigan Avenue Canton , Ml 48188 Phone: (734) 398-5000 Fax: (734) 398-5088 Sister Mary Ellen Howard Director St. Frances Cabrini Clinic 1050 Porter Detroit, Ml 48226-2405 Phone: (313) 961-7863 Fax: (313) 965-9891 Ms. Susan Howbert Director, Family Philanthropy Council of Michigan Foundations 600 Renaissance Center, Suite 1770 Detroit, Ml 48243-1802 Phone: (313) 568-7994 Fax: (313) 568-1102 Mr. Jim Howell Trustee Charlevoix County Community Foundatio 507 Water Street, Suite 6 P.O. Box 718 East Jordan, Ml 49727-9476 Phone: (231) 536-2440 Fax: (23 1) 536-2640 Ms. Dona Hudson Council Of Michigan Foundations Mr. Gilbert Hudson Chairman Hudson-Webber Foundation 333 W . Fort Street, Suite 131 0 Detroit, Ml 48226-3149 Phone: (313) 963-7777 Fax: (313) 963-2818 Ms. Sandra Hughes VanZile Elementary 2915 E. Outer Drive Detroit, Ml 48234 Phone: (313) 368-8444 Fax: (313) 368-1507 Ms. Sandra Hughes Learning To Give 630 Harvey Street Muskegon, Ml49442 - 30- �Dr. Sandra R. Hughes Ms. Lynn Huismann, CPA Chief Knowledge Officer and Senior Governance Consultant National Center for Nonprofit Boards 1828 L Street, NW, Suite 900 Washington, DC 20036 Phone: (202) 452-6262 Fax: (202) 452-6299 Partner Plante & Moran, LLP 2601 Cambridge Court, Suite 500 Auburn Hills, Ml 48326 Phone: (248) 375-7100 Fax: (248) 375-7101 Ms. Noretta Humpert Ms. Brenda L. Hunt Trustee Tuscola County Community Foundation 8187 W. Akron Road Fairgrove, Ml 48733Phone: (989) 673-8223 Fax: (989) 673-7543 President & CEO Battle Creek Community Foundation One Riverwalk Centre 34 W. Jackson Street Battle Creek, Ml 49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Mr. Harry L. Hunter Ms. Pamela D. Hurley Relationship Manager Bank One 611 Woodward Avenue, Suite Ml2-8113 P.O. Box 330222 Detroit, M I 48226-3408 Phone: (313) 225-2549 Fax: (313) 225-3948 Assistant-Battle Creek Programs W.K. Kellogg Foundation One Michigan Avenue East Battle Creek, Ml 49017-4005 Phone: (616) 969-2142 Fax: (616) 969-2261 Ms. Kathryn L. Huschke Ms. Lynn Hutzei-Visel Chief Program Officer Fremont Area Community Foundation 4424 West 48th Street PO Box B Fremont, Ml 49412-8721 Phone: (231) 924-5350 Fax: (231) 924-5391 Vice President Key Corp Foundation/Victory Capital Management 100 S. Main St., 4th Floor P.O. Box 8612 Ann Arbor, Ml48104-1903 Phone: (734)741-6754 Fax: (734) 747-7725 Ms. Ann K. Irish Mr.- Glen Jack President & Trustee Elizabeth E. Kennedy Fund 669 East Bluff Drive Harbor Springs, Ml 49740-1506 Phone: (231) 526-5987 Fax: (231) 526-6696 Executive Director Michigan AIDS Fund 21700 Northwestern Highway, Suite 1150 Southfield, Ml 48075-4906 Phone: (248) 395-3244 Fax: (248) 395-3215 - 31- �Mr. Brian Jackson Program Officer Midland Area Community Foundation P.O. Box 289 Midland, Ml 48640-4244 Phone: (989) 839-9661 Fax: (989) 832-8842 Ms. Judith D. Jackson Vice President/COO Detroit Youth Foundation Fisher Building, Suite 206 3011 W. Grand Blvd. Detroit, Ml 48202-3096 Phone: (313) 875-3400 Fax: (313) 875-3401 Ms. Wendy Lewis Jackson Program Director, Families for Kids Grand Rapids Community Foundation 209-C Waters Building 161 Ottawa, N.W. Grand Rapids, Ml 49503-2701 Phone: (616) 454-1751 Fax: (616) 454-6455 Mr. Jeff Jahr Program Officer Fremont Area Community Foundation 4424 West 48th Street PO Box B Fremont, Ml 49412-8721 Phone: (231) 924-5350 Fax: (231) 924-5391 Mr. Patrick R. Jakeway Vice President Northern Trust Bank 40701 Woodward Avenue, Suite 110 Bloomfield Hills, Ml 48304 Phone: (248) 593-9233 Ms. Susan Janson Senior Managing Director Comerica Securities 201 W. Fort, 3rd Floor Detroit, Ml 48226 Phone: (313) 222-0206 Fax: (313) 264-2743 Ms. Maggie Jaruzel Charles Stewart Mott Foundation 1200 Mott Foundation Building 503 S. Saginaw Street Flint, Ml 48502-1820 Phone: (810) 238-5651 Ms. Tanya Y. Jefferson Program Officer Community Foundation of Greater Flint 502 Church Street Flint, Ml 48502-1206 Phone: (81 0) 767-8270 Fax: (81 0) 767-0496 Mr. Eric Jirgens Director The Gilmour Fund 209 N. Woodward Birmingham, 48009-5312 Ml Phone: (313) 961-6675 Fax: (313) 961-2886 Ms. Lisa Johanon Central Detroit Christian CDC P.O. Box 44706 Detroit, M I 48244 - 32- �Ms. Camille Johnson Executive Director Lovelight Foundation 3011 W. Grand Boulevard, Suite 2405 Detroit, Ml 48202-3010 Phone: (313) 874-2100 Fax: (313) 874-4001 Ms. Dorothy A. Johnson Trustee W.K. Kellogg Foundation One Michigan Avenue, East Battle Creek, Ml49017-4005 Phone: (616-) 968-1611 Fax: (616) 968-0413 Mr. F. Martin Johnson Chairman JSJ Corporation 700 Robbins Road Grand Haven, Ml49417 Phone: (616) 842-6350 Mr. Richard E. Johnson Assistant Deputy Director Michigan Department Of Corrections 206 E. Michigan Avenue Lansing, Ml 48909 Phone: (517) 373-0287 Fax: (517) 373-3882 Ms. Sharnita Johnson Program Officer Ruth Mott Foundation 111 E. Court Street, Suite 3D Flint, Ml 48502-1649 Phone: (81 0) 233-0170 Mr. Todd B. Johnson President World Asset Management 255 E. Brown Street, Suite 300 Birmingham, Ml 48009 Phone: (248) 901-0860 Fax: (248) 901-0872 Ms. Colleen Jones Communications Associate Battle Creek Community Foundation One Riverwalk Centre 34 W. Jackson Street Battle Creek, Ml 49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Mr. David Jones Program Officer Petoskey-Harbor Springs Area Community Foundation 616 Petoskey Street, Ste. 100 Petoskey, Ml 49770-2779 Phone: (231) 348-5820 Fax: (231) 348-5883 Ms~ Pamela Jones Davidson President Davidson Gift Design 3940 Walcott Lane Bloomington, IN 47404-939 Phone: (812) 876-8646 Fax: (812) 876-9484 Ms. Rhonda Jordan Program Associate The Skillman Foundation 600 Renaissance Center, Suite 1700 Detroit, Ml48243~1802 Phone: (313) 568-6360 Fax: (313) 393-1187 - 33- �Mr. Robert Jordan Development Officer Fremont Area Community Foundation 4424 West 48th Street PO Box B Fremont, M149412-8721 Phone: (231) 924-5350 Fax: (231) 924-5391 Ms. Kim Jorgensen Trustee Four County Community Foundation C/o Tri City Times 594 N. Almont Avenue Imlay City, Ml 48444 Phone: (81 0) 724-6716 Fax: (81 0) 724-8552 Mr. Randy Jorgensen Four County Community Foundation 231 E. St. Clair P.O. Box 539 Almont, Ml 48003-1050 Phone: (81 0) 798-0909 Fax: (81 0) 798-0908 Ms. Barbara Justice Trustee Metro Health Foundation 32535 Dunford Farmington, Ml 48334-2727 Phone: (313) 965-4220 Fax: (313) 965-3626 Dr. Nadia Juzych Michigan Public Health Institute 333 W. Fort Street, Suite 1500 Detroit, Ml 48226 Phone: (313) 961-3151 Mr. Robert W. Kahle Ph.D Consultant Kahle Research Solutions 202 W. Fifth Avenue Royal Oak, Ml48067 Phone: (248) 541-6200 Fax: (248) 541-7977 Mr. Leonard R. Kalcher President Manistee County Community Foundation 327 First Street Manistee, Ml 49660-1701 Phone: (231) 723-6275 Mr. Dick Kamaloski Manistee County Community Foundation 254 River Street Manistee, Ml 49660-1701 Phone: (231) 723-7269 Fax: (231) 723-6410 Mrs. Patricia Kamaloski Grant Chairperson/Yac Advisor Manistee County Community Foundation 718 Harbor Drive Manistee, Ml 49660-1603 Phone: (231) 723-9348 Mr. Olof Karlstrom Les Cheneaux Community Fund P.O. Box 249 Cedarville, Ml 49719-0249 Phone: (906) 484-2256 - 34- �Ms. Sandra G. Katt Senior Development Director Van Andel Institute Grand Rapids, Ml Phone: (616) 234-5314 Mr. Bruce Katz Director Brookings Institution Center on Urban and Metropolitan PolicY.. 1775 Massachusetts Avenue, NW Washington, DC 20036-2118 Phone: (202) 797-6155 Fax: (202) 797-2965 Ms. Deborah Katz Health Policy Analyst/Organizer Community Catalyst 30 Winter Street Boston, MA 02108 Phone: 617/338-6035 Fax: 617/451-5838 Mr. Robert J. Kay Director Of Client SeNices World Asset Management 255 E. Brown Street, Suite 300 Birmingham, Ml 48009 Phone: (248) 901-0860 Fax: (248) 901-0872 Ms. Linda Kelke Co-Chair Sanilac County Community Foundation 611 0 East Stone Road DeckeNille, Ml 48427 Phone: (800) 783-7516 Fax: (81 0) 376-2301 Mr. Peter M. Kelley Partner PricewaterhouseCoopers LLP 67 W. Michigan Avenue, Suite 600 Battle Creek, Ml49017-7019 Phone: (616) 965-2222 Fax: (616) 965-4441 Mr. Bob Kersee Ms. Jackie J oyner Kersee Mr. Marv King Youth Project Coordinator Council of Michigan Foundations 9164 Alidor Schoolcraft, Ml 49087-9413 Phone: (616) 372-9697 Mr. Charles F. Kleber Trustee Mackinac Island Community Foundation C/o Charles F. Kleber & Company Inc. 33000 Covington Club Drive, Suite 56 Farmington Hills, Ml 48334-1652 Phone: (248) 538-7500 Fax: (248) 538-7800 - 35- �Mrs. Wallis Klein Trustee Charlevoix County Community Foundation 3693 York Court Bloomfield Hills, Ml 48301 Phone: (248) 642-0696 Fax: (81 0) 640-5401 Mr. Gerald Knight President Speckhard-Knight Charitable Foundation 771 Bogey Cqurt Ann Arbor, Ml 48103-9832 Phone: (734) 761-8752 Fax: (734) 827-0091 Ms. Maureen Knight Vice President . Speckhard-Knight Char.itable Foundation 771 Bogey Court Ann Arbor, Ml 48103-9832 Phone: (734) 995-1 021 Ms. Christine Knox Program/Youth Director Hillsdale County Community Foundation 52 East Bacon P.O. Box 276 Hillsdale, Ml49242-1634 Phone: (517) 439-5101 Fax: (517) 439-5109 Mr. Robert Koch Treasurer Coopersville Area Community Foundation 101 W. Cleveland Street Coopersville, Ml 49404-9671 Phone: (616) 837-8943 Fax: 997-8943 Mr. Joseph Kochanek Attorney Bodman, Longley & Dahling LLP 100 Renaissance Centre, 34th Floor Detroit, M I 48243-1 001 Phone: (313) 259-7777 Fax: (313) 393-7579 Mr. Donald W. Korn Trustee Bank One C/o Bank One 611 Woodward Avenue, Suite 8113 Detroit, M I 48226-3408 Phone: (313) 225-3183 Fax: (313) 225-3948 Mr. Tom Kasal Trustee Sanilac County Community Foundation 2601 South Lakeshore Road Applegate, Ml 48401 Phone: (81 0) 404-2841 Fax: (81 0) 622-8385 Mr. Glenn F. Kossick Executive Director Metro Health Foundation 333 West Fort Street, Suite 1370 Detroit, Ml 48226-3149 Phone: (313) 965-4220 Fax: (313) 965-3626 Ms. Barbara Kratchman President ArtServe Michigan 17515 W. Nine Mile Road, Suite 1025 Southfield, Ml 48075-4426 Phone: (248) 557-8288 Fax: (248) 557-8581 - 36- �Ms. Deborah Krone Treasurer Canton Community Foundation 44237 Michigan Avenue Canton , Ml 48188 Phone: (734) 398-5000 Fax: (734) 398-5088 Ms. Betty Krueger - -· · ,. Trustee Community Foundation for _ Northeast Michigan 111 Water Street P.O. Box 495 Alpena, Ml49707-2838 Phone: (989) 354-6881 Fax: (989) 356-3319 Mr. Tom Kubanek Secretary Manistee County Community Foundation 316 Tamarack Manistee, Ml 49660-1678 Phone: (231) 723-4325 Mr. Daniel C. Lafferty Director Southeastern Michigan Childhood Immunization Registry 3011 W. Grand Blvd., Suite 225 Detroit, Ml 48202 Phone: (313) 873-0840 Fax: (313) 873-9212 Mr. Robert A. LaFleur Chief Investment Strategist, Senior Vice President Northern Trust Bank 50 South LaSalle Street Chicago, IL 60675 Phone: (312) 444-4153 Ms. Susan Langhorne Vice President Charles F. and Adeline L. Barth Foundation 2499 Peachtree #604 Atlanta, GA 30305-4166 Phone: (989) 793-9830 Fax: (989) 793-0186 Ms. Lynn Larkin Program Officer Community Foundation of Greater Flint 502 Church Street Flint, Ml 48502-1206 Phone: (81 0) 767-8270 Fax: (81 0) 767-0496 Mr. Robert F. Larson Project Director The Larson Communication Group 2855 Donegal Drive Troy, Ml 48098 Phone: (248) 828-7821 Fax: (248) 828-7821 Ms. Jacqueline Lawrence Vicksburg Foundation 15740 Polar Lane Vicksburg, Ml 49097 Mr. Warren J. Lawrence Trustee Vicksburg Foundation 15740 Poplar Lane Vicksburg, Ml 49097-9755 Phone: (616) 649-0349 Fax: (616) 376-8040 - 37- �Ms. Velma Laws-Clay Vice Chair · Battle Creek Community Foundation 77 Harriet Lane Battle Creek, Ml 49017 Phone: (616) 962-2181 Fax: (616) 962-2182 Ms. Cynthia A. Leach Finance Officer Battle Creek Community Foundation One Riverwa~k Centre 34 W. Js:tckson Street Battle Creek, Ml 49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Ms. Lorna Leaders Program/Communications Officer Steuben County Community Foundation 207 S. Wayne, Suite A Angola, IN 46703 Phone: (219) 665-6656 Fax: (219) 665-8420 Ms. Karen A. Lee Controller Community Foundation of St. Clair County 516 McMorran Blvd. Port Huron, Ml 48060-3826 Phone: (81 0) 984-4761 Fax: (81 0) 984-3394 Ms. Letitia Lee The Kresge Foundation 3215 W. Big Beaver Road P.O. Box 3151 Troy, Ml 48084-2818 Phone: (248) 643-9630 Fax: (248) 643-0588 Ms. Marilyn Stein LeFeber Vice President-Communications Charles Stewart Mott Foundation 1200 Mott Foundation Building 503 South Saginaw Street Flint, Ml 48502-1820 Phone: (81 0) 238-5651 Fax: (81 0) 766-1744 Ms. Debbie Leich Portfolio Manager Munder Capital Management 480 Pierce Street, Suite 300 Birmingham, Ml 48009-6063 Phone: (248) 64 7-9200 Ms. Andrea Leistra Portfolio Manager Munder Capital Management 480 Pierce Street, Suite 300 Birmingham, Ml 48009-6063 Phone: (248) 647-9210 Mr. J. Thomas Lenga Clark Hill, P.L.C. 500 Woodward Avenue, Suite 3500 Detroit, Ml 48226 Dr. Leslie Lenkowsky Chief Executive Officer Corporation for National and Community Service 1201 New York Avenue, NW Washington, DC 20525 Phone: (202) 606-5000 Fax: (202) 565-2784 - 38- �Mr. Michael Leon VP/Management & Alternative Investment Area Northern Trust Bank, Fsb 50 South LaSalle Street Chicago, IL 60675 Phone: (312) 630-6000 Mr. Richard Levey President The Shiffman Foundation 18135 Hamilton Road Detroit, Ml 48203--4036 Phone: (313) 345-1225 Fax: (313) 345-1930 · Ms. Kathleen Lewand Trustee Mackinac Island Community Foundation 323 Greenwood Street Birmingham, Ml 48009-3812 Phone: (248) 593-4820 Fax: (248) 593-5055 Ms. Kristen Lewand Executive Director Mackinac Island Community Foundation Twilight Inn P.O. Box 1933 Mackinac Island, Ml 49757-1933 Phone: (906) 847-3701 Fax: (906) 847-3893 Ms. Michelle Leyton Accounts Receivable/Data Entry Council of Michigan Foundations One South Harbor Avenue, Suite 3 P.O. Box 599 Grand Haven, Ml 49417-1385 Phone: (616) 842-7080 Fax: (616) 842-1760 Mr. William H. Liebold, II President Michigan Colleges Foundation 26101 Northwestern Hwy. Southfield, Ml 48076-3925 Phone: (248) 208-2010 Fax: (248) 208-2056 Mr. Halcyon Liew Communications Officer The Skillman Foundation 600 Renaissance Center, Suite 1700 Detroit, Ml 48243-1802 Phone: (313) 568-6360 Fax: (313) 393-1187 Mr. David R. Lindberg VP, Finance and Administration Council of Michigan Foundations One South Harbor Avenue, Suite 3 P.O. Box 599 Grand Haven, Ml 49417-1385 Phone: (616) 842-7080 Fax: (616) 842-1760 Mr. Travis L. Linderman New Horizons Learning Center 4540 Meadowlark Lane Ypsilanti, Ml 48197-6173 Phone:7345251501 x1083 Ms. Nancy Lindman 2-1-1 Coordinator Michigan Association Of United Ways 901 Sunset Lane East Lansing, Ml Phone: (517) 974-0239 - 39- �Ms. Anne Wend Lipsey Program Officer Kalamazoo Community Foundation 151 S. Rose Street, Suite 332 Kalamazoo, Ml 49007-4773 Phone: (616) 381-4416 Fax: (616) 381-3146 Mr. J. Lawrence Lipton Vice President-Investments Library of Michigan Foundation Salomon Smith Barney Of Southfield 717 W. Allegan Lansing,-48915-1703 Ml Phone: (517) 373-1297 Fax: (517) 373-5700 Ms. Kimberley Litton Community Relations Officer Bank One 611 Woodward Avenue, Mail Code M11-8038 P. 0. Box 330222 Detroit, Ml 48232-6222 Phone: (313} 225-1869 Ms. Nicole Lomas Vice President & CFO Midland Area Community Foundation P.O. Box 289 Midland, Ml 48640-4244 Phone: (989) 839-9661 Fax: (989) 832-8842 Ms. Kerri Lubeski Administrative Assistant Community Foundation for Southeastern Michigan 333 W. Fort Street, Suite 2010 Detroit, Ml 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 Mr. Keith Lum Vice President Fund Evaluation Group 295 West 4th Street, Suite 810 Cincinnati, OH 45202 Phone: (513) 977-4400 Mr. David Lutton Trustee Ann Arbor Area Community Foundation The Charles Reinhart Co. 2200 Green Rd., Suite E Ann Arbor, Ml48105 Phone: 747-7888 Fax: 747-7852 Mr. Dennis Lyons The Skillman Foundation 600 Renaissance Center, Suite 1700 Detroit, Ml 48243-1802 Phone: (313) 568-6360 Fax: (313) 393-1187 Ms. Ann MacCreery Communications Manager Kalamazoo Community Foundation Comerica Bank Building, Suite 332 151 S. Rose Street Kalamazoo, Ml 49007-4792 Phone: (616) 381-4416 Fax: (616} 381-3146 Mr. J. Thomas MacFarlane Clark Hill, P.L.C. 500 Woodward Avenue, Suite 3500 Detroit, Ml 48226 -40- �Ms. Mary E. Madigan Project Director National Kidney Foundation Of Michigan Mr. Michael J. Madison Vice President Loomis Sayles & Co:, LP 1533 N. Woodward Ave. Suite 300 Bloomfield Hills, 48304-2861 Ml Phone: 248/646-2100 Ms. Jacqueline Majors Trustee Metro Health Foundation 655 W. Irving Park Road, Apt. 5201 Chicago, IL 60613-6307 Phone: (313) 965-4220 Fax: (313) 965-3626 Ms. Leslie R. Malcolmson Director of Finance Hudson-Webber Foundation 333 W. Fort Street, Suite 131 0 Detroit, Ml 48226-3149 Phone: 313/963-7777 Fax: 313/963-2818 Mr. Peter Malcolmson Hudson-Webber Foundation 333 W. Fort Street, Suite 1310 Detroit, M I 48226-3149 Dr. Nora Maloy Senior Program Officer Blue Cross Blue Shield of Michigan Foundation 600 Lafayette East X520 Detroit, Ml 48207 Phone: (313) 225-8205 Fax: (313) 225-7730 Ms. Barbara F. Maniscalco President Fisher-lnsley Foundation 5232 Mirror Lake Court Orchard Lake, Ml48323-1536 Phone: (81 0) 682-9572 Mr. Joseph Maniscalco Trustee Fisher-lnsley Foundation 5232 Mirror Lake Court Orchard Lake, Ml 48323-1536 Phone: (81 0) 682-9572 Ms. Kate Levin Markel· Program Officer McGregor Fund 333 W. Fort Street, Suite 2090 Detroit, Ml 48226-3134 Ms. Bonnie Marsh Executive Director Bay Area Community Foundation 703 Washington Avenue Bay City, Ml 48708-5732 Phone: (989) 893-4438 Fax: (989) 893-4448 -41 - �Mr. John E. Marshall, Ill President/CEO/Trustee The Kresge Foundation P.O. Box 3151 3215 W. Big Beaver Road Troy, Ml 48007-3151 Phone: (248) 643-9630 Fax: (248) 643-0588 Ms. Jaylene Martin Bank One 611 Woodward Avenue P.O. Box 330222 Detroit, Ml 48226-3408 Mr. Jeff Martin Director Of Media Relations Council on Foundations 1828 L Street, NW Suite 300 Washington, DC 20036 Phone: (202) 467-0265 Fax: (202) 785-3926 Ms. Judith Martin Vice President Comerica Charitable Foundation P.O. Box 75000 211 W. Fort Street Detroit, 48275-0001 Ml Phone: (313) 222-9055 Fax: (313) 964-4592 Ms. Monica L. Martinez Contribution Program Associate Ford Motor Company Fund One American Road, Room 334 Dearborn, Ml 48126-2701 Phone: (313) 845-8741 Fax: (313) 390-6965 Ms. Lou Ann Mawby W .K. Kellogg Foundation 8400 N. 39th Street Augusta, Ml 49012 Phone: (616) 731-4638 Dr. Russell G. Mawby Chairman Emeritus W.K. Kellogg Foundation 8400 North 39th Street Augusta, Ml 49012-9713 Phone: (616)731-4638 Fax: (616) 731-5914 Ms. Linda D. May Executive Director Arcus Foundation 303 N. Rose Street, #1 00 Kalamazoo, Ml 49007-3846 Phone: (616) 373-4373 Fax: (616) 373-0277 Mr. Bill E. Mayes Trustee Gratiot County Community Foundation 1131 E. Center Street P.O. Box 310 Ithaca, M I 4884 7 Phone: (989) 875-4222 Fax: (989) 875-2858 Ms. Loraine Mayes Executive Director Gratiot County Community Foundation 1131 E. Center Street P.O. Box 310 Ithaca, Ml 48847-0310 Phone: (989) 875-4222 Fax: (989) 875-2858 -42- �Ms. Olivia P. Maynard Trustee Les Cheneaux Community Fund Northbank Center, Suite 406 432 N. Saginaw Flint, 48502-2013 Ml Phone: (81 0) 239-1535 Fax: (810) 232-6311 Ms. Clarita Mays Program Officer Community Foundation for So mu:~:= Michigan 333 W. Fort Street, Suite 2010 Detroit, Ml 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 Ms. Robin McCants Program Associates The Skillman Foundation 600 Renaissance Center, Suite 1700 Detroit, Ml 48243 Phone: (313) 393-1178 Fax: (313) 393-1187 Mr. Jim McCarty Advisor Ionia County Community Founda · C/o Of McCarty Communications 27 Bridge Sstreet, P.O. Box 6 Saranac, Ml 48881 Phone: (616) 527-8720 · Fax: (616) 527-7745 Ms. Latitia McCree Director of Programs Public Benefit Corporation 2111 Woodward Avenue, Suite 1006 Detroit, Ml 48201-3421 Phone: (313) 965-3565 Fax: (313) 965-3165 Mr. Jon-Paul McDaniel Administration Battle Creek Community Founda ·o One Riverwalk Centre 34 W. Jackson Street Battle Creek, Ml49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Ms. Beverley A. McDonald Chair Michigan Consumers Health Care Coalition 2345 Oxford Road #511 Berkley, Ml 48072 Fax: (248) 548-3049 Mr. Craig McDonald Grants Coordinator Alden and Vada Dow Fund 315 Post Street Midland, Ml 48640-6615 Phone: (989) 839-2744 Fax: (989) 839-2611 Ms. Joyce McGowan Vice President of Programs Capital Region Community Foundation 6035 Executive Drive, Suite 104 Lansing, Ml 48911 Phone: (517) 485-1630 Fax: (517) 272-2871 Mr. S. Tenney McGraw· Executive Director Huron County Community Founda ·o 1160 S. VanDyke Bad Axe, Ml 48413-9615 Phone: (989) 269-2850 Fax: (989) 269-2844 - 43- �Ms. Chris A. McGuigan President Community Foundation for Muskegon County 425 West Western Avenue, Suite 200 Muskegon, Ml 49440-11 01 Phone: (231) 722-4538 Fax: (231) 722-4616 Mr. James E. McHale Assistant Vice President W.K. Kellogg Foundation One Michigan Avenue East Battle Creek, Ml 49017-4005 Phone: (616) 969-2358 Fax: (616) 969-2118 Mr. Leonard Mcintee VP Institutional Services Fifth Third Bank 2280 W. Big Beaver Road Troy, Ml 48084 Phone: (248) 458-5769 Mr. John McKinney Trustee Rotary Charities of Traverse City 250 E. Front Street, Suite 320 Traverse City, Ml 49684-2552 Phone: (231) 941-4010 Fax: (231) 941-4066 Mr. Robert McKown Team Leader Heart Of West Michigan United Way First Call for Help 118 Commerce Avenue, SW, Suite 100 Grand Rapids, Ml 49503 Phone: (616) 752-8639 Ms. Melissa McMillan Administrative Assistant Community Foundation for Southeastern Michigan 333 W. Fort Street, Suite 2010 Detroit, Ml 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 Ms. Leanda McPherson McGregor Fund 333 W. Fort Street, Suite 2090 Detroit, Ml 48226-3134 Dr. Phyllis D. Meadows Kellogg Youth Initiative Project W.K. Kellogg Foundation One Michigan Avenue, East Battle Creek, Ml 49017-4005 Phone: (616) 969-2337 Fax: (616) 969-2188 Mr. Heath J Meriwether President Free Press Charities, Inc. 600 W. Fort Street Detroit, Ml 48226-3138 Phone: (313) 222-5974 Ms. Donnell Snite Mersereau Director, Community Foundations Council of Michigan Foundations 1821 Doris Avenue Grand Haven, Ml 49417 Phone: (616) 842-7080 Fax: (616) 842-1760 -44- . �Ms. Julie Metty Public Sector Consultants People and Land 600 West St. Joseph, Suite 10 Lansing, Ml 48933-2265 Phone: (517) 371-7467 Fax: (517) 484-6549 Mr. Ted A. Meyer President Community Foundation of Monroe County P.O. Box 627 111 E. First Street Monroe, ML48161-0627 Phone: (734) 242-1976 Fax: (734) 242-1234 Ms. Karen Middleton The Skillman Foundation 600 Renaissance Center, Suite 1700 Detroit, Ml 48243-1802 Phone: (313) 568-6360 Fax: (313) 393-1187 Ms. Shelly Miller Regional Acc't Specialist Battle Creek Community Foundation One Riverwalk Centre 34 W. Jackson Street Battle Creek, Ml 49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Ms. Jode S. Millman Trustee Millman-Harris-Romano Foundation 3997 Preserve Drive Dexter, Ml 48130 Phone: (734) 426-8461 Ms. Carlotta Mills Program Officer The Kresge Foundation 3215 W. Big Beaver Road P.O. Box 3151 Troy, Ml 48084-2818 Phone: (248) 643-9630 Fax: (248) 643-0588 Ms. Pat Mitchell President and CEO Public Broadcasting Service 1320 Braddock Place Alexandria, VA 22314 Mr. William Moeller Senior Vice President Paine Webber 2387 S. Linden Road Flint, Ml 48532 Phone: (81 0) 733-5470 Mr. Robert Monroe Trustee Bay Area Community Foundation 3191 Old Kawkawlin Road Bay City, Ml 48706 Phone: (989) 893-4438 Fax: (989) 893-4448 Mr. Alex Montaner SER Metro-Detroit 9301 Michigan Avenue Detroit, Ml 48210 Phone: (313) 965-9080 ~ 45- �Mr. Dan Moore Chief Development Officer Music Hall-Center for Performing Arts Phone: (313) 962-4303 Dr. Dan E. Moore Vice President for Programming W .K. Kellogg Foundation One Michigan Avenue East Battle Creek;- Ml 49017-4005 Phone:,(616) 968-1611 Fax: (616) 969-2693 Ms. Jacqueline Moore Executive Assistant To President Hudson-Webber Foundation 333 W. Fort Street, Suite 131 0 Detroit, M I 48226-3149 Phone: (313) 963-7777 Fax: (313) 963-2818 Ms. Toyin Adegbite Moore Youth Project Consultant Council of Michigan Foundations 1631 Waldorn Avenue, NE Grand Rapids, Ml49505-7615 Phone: (616) 365-3122 Fax: (616) 365-3122 Ms. Suzanne Moran Grants Manager The Skillman Foundation 600 Renaissance Center, Suite 1700 Detroit, Ml 48243-1802 Phone: (313) 568-6360 Fax: (313) 393-1187 Ms. Kathy Morawski Program Director The Community Foundation of the Hoi Zeeland Area Courthouse Square, Suite 100 70 West 8th St. Holland, Ml 49423-3166 Phone: (616) 396-6590 Fax: (616) 396-3573 Ms. Jane Morgan J.F. Morgan & Associates Mr. Buzz Morley, Jr. Trustee Morley Foundation 9449 Bayview Drive Lillian, AL 36549-5537 Phone: (334) 961-1801 Mr. David H. Morley Treasurer Morley Foundation 4896 Cherokee Saginaw, Ml 48604-9467 Phone: (989) 753-2338 Mr. Mark Morley Vice President Morley Foundation 3727 Prairie Creek Lane Saginaw, Ml 48603-1280 Phone: (989) 791-0155 Fax: (989) 799-1814 -46- �Mr. Robert S. Morley President/CEO Morley Foundation P.O. Box 2485 Saginaw, Ml 48605-2485 Phone: (989) 753-3438 Ms. Sue Morley Morley Foundation 11 Slatestone Drive Saginaw, Ml 48603. Phone: (989) 753-3438 Mr. Larry Morlock YAC Advisor Osceola County Community Foundation 9357 95th Ave. Evart, Ml 49631-8318 Phone: (231) 734-5200 Ms. Ashley Morse Program Coordinator Bay Area Community Foundation 703 Washington Avenue Bay City, Ml 48708-5732 Phone: (989) 893-4438 Fax: (989) 893-4448 Ms. Deborah Morse Executive Manager North Central Michigan Community Foundation PO Box 103 Grayling, 49738 Ml Phone: {989) 348-1967 Fax: (989) 348-1967 Mr. William F.L. Moses Program Officer The Kresge Foundation 3215 W. Big Beaver Road Troy, Ml 48084-2818 Phone: (248) 643-9630 Fax: (248) 643-0588 Mr. Thomas M. Mudie Senior Portfolio Manager Munder Capital Management 480 Pierce Street, Suite 300 Birmingham, Ml 48009-6063 Phone: (248) 647-9200 Ms. Michelle Mueller Executive Director Albion Community Foundation 203 S. Superior Street P.O. Box 156 Albion, Ml 49224-1774 Phone: (517) 629-3349 Fax: (517) 629-8027 Ms. Barbara A. Murray, R.N. Executive Director AIDS Partnership Michigan 2751 E. Jefferson, Suite 301 Detroit, Ml 48201 Phone: (313) 446-9800 Fax: (313) 446-9839 Mr. Eric D. Muschler Director, Michigan IDA Partnership Council Of Michigan Foundations-Michigan IDA Partnership 17177 N. Laurel Park Drive, Suite 433 Livonia, Ml48152-3951 Phone: (734) 542-3951 Fax: (734) 542-3952 -47- �Pastor Michael Nabors New Calvary Baptist Church 3975 Concord Detroit, Ml 48207 Phone: (313) 923-1600 Fax: (313) 923-1677 Ms. Joan Nagelkirk Trustee Sanilac County Community Foundation 5708 Walker Road DeckeNille,-MI 48427 Phone-: (81 0) 622-8757 Fax: (81 0) 622-0010 Ms. Mary Louise Nedwicki Comerica Charitable Foundation Institutional Trust-MC 3462 P.O. Box 75000 Detroit, M I 48226 Mr. Stephen E. Nedwicki Vice President Comerica Bank Mail Code 3462 P .0. Box 75000 Detroit, Ml 48275-0001 Phone: (313) 222-5067 Fax: (313) 222-7041 Mr. Robert Neely Executive Director Community Foundation of Monroe County P.O. Box 627 111 E. First Street Monroe, Ml 48161-0627 Phone: (734) 242-1976 Fax: (734) 242-1234 Mr. Mark E. Neithercut Vice President, Program Community Foundation for Southeastern Michigan 333 W. Fort St., Suite 2010 Detroit, Ml 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 Mr. Rex Nelson Program Officer The Skillman Foundation 600 Renaissance Center, Suite 1700 Detroit, Ml 48243-1802 Phone: (313) 568-6360 Fax: (313) 393-1187 Ms. Barbara Nelson-Jameson Michigan Program Director, Rivers & Trai l Program National Park SeNice Sleeping Bear National Lakeshore Empire, Ml 49630 Phone: (231) 326-5134 Mr. Bill Nethercut MCFYP Computer Consultant 8920 US 23 South, Apt. 12 Ossineke, Ml 49766-9600 Phone: (989) 471-2674 Fax: (989) 471-2412 Mr. Gordon Nethercut Trustee Emeritus Community Foundation for Northeast Mich' 111 Water Street P.O. Box 495 Alpena, Ml49707-2838 Phone: (989) 354-6881 Fax: (989) 356-3319 -48- �Ms. Vernie Nethercut Trustee Community Foundation for Northeast Michigan 1139 W. Washington Avenue Alpena, Ml 49707-2968 Phone: (989) 356-0921 Fax: (989) 356-3319 Ms. Maureen Nicholson Executive Director Petoskey-Harbor Springs Area Community Foundation 616 Petoskey Street, Suite1 00 Petoskey, Ml '49770-2779 Phone: (231) 348-5820 Fax: (231) 348-5883 Mr. David Nims Vice President Ethel and James Flinn Family Foundation 500 Woodward Avenue, Suite 3500 Detroit, Ml 48226-3485 Phone: (313) 965-8580 Fax: (313) 965-8252 Ms. Mariam C. Noland President Community Foundation for Southeastern Michigan 333 W. Fort Street, Suite 2010 Detroit, Ml 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 Ms. Joan Noricks President Canton Community Foundation 44237 Michigan Avenue Canton, Ml 48188-2506 Phone: (734) 398-5000 Fax: (734) 398-5088 Mr. GeorgeS. Nugent Trustee Capital Region Community Foundation 6207 W. Golf Ridge East Lansing, Ml 48823-9741 Phone: (517) 272-2870 Fax: (517) 272-2871 Mr. Mike Nye Vice President Hillsdale County Community Foundation 52 East Bacon P.O. Box 276 Hillsdale, Ml 49242-1634 Phone: (517) 439-5101 Fax: (517) 439-5109 Ms. Mary O'Connor Systems Manager Community Foundation for Muskegon County 425 W. Western Avenue, Suite 200 Muskegon, Ml 49440-1101 Phone: (231) 722-4538 Fax: (231) 722-4616 Ms. Catherine Obits Program Assistant The Gerber Foundation 474 7 W. 48th Street, Suite 153 Fremont, Ml 49412-8119 Phone: (231) 924-3175 Fax: (231) 924-3560 Mr. Martin C. Oetting Clark Hill, P.L.C. 500 Woodward Avenue, Suite 3500 Detroit, Ml 48226 -49- �... Mr. Lee Olewinski Trustee Rotary Charities of Traverse City 2709 Blue Ridge Lane Traverse City, Ml 49684-8923 Phone: (231) 941-4010 Fax: (231) 941-4066 Dr. Joel J. Orosz Distinguished Professor Grand Valley State University Johnson Center on Philanthropy 401 West FultGn 238C DeYos Center Grand Rapids, Ml 49504 Phone: (616) 336-7309 Fax: (616) 336-7592 Ms. Doris C. Ostrander Committee Member Community Foundation for Livingston County 3760 Cleary College Drive Children & Adolescent SeNices Howell, Ml 48843 Phone: (517) 548-0081 Fax: (517) 548-0498 Ms. Liz Ottaway Munder Capital Management 480 Pierce Street, Suite 300 Birmingham, Ml 48009-6063 Ms. Marcia A. Owen Vice President Winship Memorial Scholarship Foundation C/o Comerica Bank 25 West Michigan Avenue, 18th Floor Battle Creek, Ml 49017 Phone: (616) 966-6344 Fax: (616) 966-6356 Mr. Marc Owens Caplin & Drysdale 1 Thomas Circle NW Washington, DC 20005 Phone: (202) 862-5020 Fax: (202) 429-3301 Mr. David K. Page Trustee The Kresge Foundation 3215 W. Big Beaver Road P.O. Box 3151 Troy, Ml 48084-2818 Phone: (248) 643-9630 Fax: (248) 643-0588 Mr. Victor J. Papale President Community Foundation of Greater Flint 502 Church Street Flint, Ml 48502-1206 Phone: (81 0) 767-8270 Fax: (81 0) 767-0496 Mr. Charles A. Parcells, Jr. Charles A. Parcells Foundation 17 Kercheval Avenue Grosse Pointe Farms, Ml 48236-3601 Phone: (313) 640-0123 Fax: (313) 640-0011 Ms. Kathryn H. Parcells · Treasurer William Lyon Phelps Foundation 17 Kercheval Avenue Grosse Pointe Farms, Ml 48236-3601 Phone: (313) 640-0123 Fax: (313) 640-0011 -50' -=- �Ms. Marlies H. Parenti Program Officer The Kresge Foundation P.O. Box 3151 3215 W. Big Beaver Road Troy, Ml 48007-3151 Phone: (248) 643-9630 Fax: (248) 643-0588 Mr. James C. Park Vice President/Secretary Besser Foundation 560 S. State Avenue Alpena, Ml 497D-7-3842 Phone: (98H) 354-3226 Fax: (989) 354-8099 Ms. Jennifer Parke Trustee Hudson-Webber Foundation 333 W. Fort Street, Suite 1310 Detroit, Ml 48226-3149 Mr. James Parker Trustee Hillsdale County Community Foundation 52 East Bacon P.O. Box 276 Hillsdale, Ml 49242-1634 Phone: (517) 439-5101 Fax: (517) 439-51 09 Ms. Pauline Pasch YAC Advisor Capital Region Community Foundation 6035 Executive Drive, Suite 104 Lansing, Ml 48911-5338 Phone: (517) 272-2870 Fax: (517) 272-2871 Mr. Samuel Passmore Program Officer Charles Stewart Mott Foundation 1200 Mott Foundation Building 503 S. Saginaw Street Flint, Ml48502-1820 Phone: (81 0) 238-5651 Ms. Rupal Patel Vista Volunteer Michigan IDA Partnership 17177 N. Laurel Park Drive, Suite 433 Livonia, Ml 48152 Phone: (734) 542-3951 Fax: (734) 542-3952 Ms. Renee Pattenaude Bank One 611 Woodward Avenue P.O. Box 330222 Detroit, Ml 48226-3408 Ms. Pamela Paui-Shaheen Director Center for Advancing Community Health 2465 Woodlake Circle, Suite 140 Okemos, Ml 48864-6008 Phone: (517) 347-7964 Fax: (517) 347-8106 Mr. Randolph S. Perry Secretary Bodman, Longley & Dahling LLP 100 Renaissance Centre, 34th Floor Detroit, Ml 48243-1 001 Phone: (313) 259-7777 Fax: (313) 393-7579 -51 - �Ms. Colleen Ochoa Peters Graduate Intern Community Foundation for Southeastern Michigan 333 W. Fort Street, Suite 201 0 Detroit, Ml 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 Ms. Sue Peters Program Associate Officer Charles Stewart Mott Foundation 1200 Mott Foundation Building 503 S. Saginaw Street Flint, ,MI 48502-1820 Mr. Mark Phillips Trustee Shir Chadash Foundation 26240 Raine Oak Park, Ml 48237 Phone: (248) 597-0076 Fax: (248) 597-0928 Mr. W.L. Pierce Vice President/Treasurer Willard G. and Jessie M. Pierce Foundati 820 Clinton Street Hastings, Ml 49058 Phone: (616) 945-5250 Fax: (616) 945-5464 Ms. Brenda Pinskey Trustee/VAG Advisor Four County Community Foundation 28250 Armada Ridge Richmond, Ml48062-3905 Phone: (81 0) 798-0909 Fax: (810) 798-0908 Dr. David Plank Professor Michigan State University Center for Education Policy 201 Erickson Hall East Lansing, Ml 48824 Phone: (517) 355-3691 Fax: (517) 432-6202 Ms. Susan Pool Director Ruth Mott Foundation 111 E. Court Street, Suite 3D Flint, Ml 48502-1649 Phone: (81 0) 233-0170 Fax: (81 0) 767-1207 Ms. Margaret Poole Executive Director Berrien Community Foundation 2900 S. State Street, Suite 2 East St. Joseph, Ml 49085 Phone: (616) 983-3304 Fax: (616) 983-4939 Dr. John W. Porter Trustee Charles Stewart Mott Foundation C/o The Urban Education Alliance 1547 Fall Creek Lane Ann Arbor, Ml 48108-9579 Phone: (734) 669-2820 Fax: (734) 669-4450 Ms. Gail B. Powers-Schaub Information Services Manager Council of Michigan Foundations One South Harbor Avenue, Suite 3 P.O. Box 599 Grand Haven, Ml49417-1385 Phone: (616) 842-7080 Fax: (616) 842-1760 -52- �Ms. Ramona Purdy Learning To Give 630 Harvey Street Muskegon, Ml49442 Ms. Maggie Putnam Financial Assistant Community Foundation for Northeast Mic igan 111 Water Street P.O. Box 495 ~ Alpena, Ml 49707-2838 Phone: (989) 354-6881 Fax: (989) 356-3319 Ms. Jodee Fishman Raines Director The Jewish Fund 6735 Telegraph Road P.O. Box 2030 Bloomfield Hills, Ml 48303-2030 Phone: (248) 203-1487 Fax: (248) 645-7879 Ms. Kay Randolph-Beck, JD Program Analyst W.K. Kellogg Foundation One Michigan Avenue, East Battle Creek, Ml49017-4005 Phone: (616) 968-1611 Fax: (616) 968-0413 Mr. Thomas F. Ranger Treasurer Americana Foundation 31818 Palomino Warren, Ml 48093-7621 Phone: (81 0) 347-3863 Fax: (81 0) 347-3349 Ms. Marcia L. Rapp Vice President Of Programs Grand Rapids Community Foundation 161 Ottawa Avenue NW; Suite 209C 209-C Waters Building Grand Rapids, Ml 49503-2721 Phone: (616) 454-1751 Fax: (616) 454-6455 Mr. Richard K. Rappleye Vice President for Field Services Charles Stewart Mott Foundation 2000 Town Center, Suite 1900 Southfield, Ml48075-1152 Phone: (248) 351-6230 Fax: (248) 351-6231 Mr. Douglas J. Rasmussen Clark Hill, P.L.C. 500 Woodward Avenue, Suite 3500 Detroit, M I 48226 Mr. Larry Ray · Learning To Give 630 Harvey Street Muskegon, Ml 49442 Mr. Larry Reed Affiliate Director Community Foundation for Mason County P.O. Box 10 Ludington, Ml 49431-0010 Phone: (231) 845-0622 -53- �Ms. Mary Ann Reidinger Member Community Foundation of Greater Rochester 1366 Rock Valley Rochester, Ml 48307-6031 Phone: (248) 608-2804 Fax: (248) 608-2826 Ms. Sally Reschke Business Manager Berrien Community Foundation 2900 S. State, Suite 2 East St. JosepM, Ml 49085 Phone: (616) 983-3304 Fax: (616) 983-4939 Ms. Patricia A. Reynolds President Capital Region Community Foundation 6035 Executive Drive, Suite 104 Lansing, Ml 48911-5338 Phone: (517) 485-1630 Fax: (517) 272-2871 Ms. Jennifer Richards Program DirectorIVAC Advisor Barry Community Foundation 629 West State Street Suite 201 Hastings, Ml 49058 Phone: (616) 945-0526 Fax: (616) 945-0826 Dr. William C. Richardson President and CEO & Trustee W. K. Kellogg Foundation One Michigan Avenue East Battle Creek, Ml 49017-4005 Phone: (616) 969-2153 Fax: (616) 969-2118 Mr. John E. Riecker Secretary Harry A. & Margaret D. Towsley Founda · 414 Town send Street P.O. Drawer 632 Midland, Ml 48640-5266 Phone: (989) 837-11 00 Fax: (989) 837-3240 Mrs. Margaret A. Riecker Chair Harry A. & Margaret D. Towsley Foundation 2216 Mapleleaf Midland, Ml 48640 Phone: (989) 837-1100 Fax: (989) 837-3240 Ms. Christine Robere United Way Of Midland County 220 W. Main Street Midland, Ml 48640 Phone: (989) 631-3670 Ms. Kimberly Roberson Associate Program Officer Charles Stewart Mott Foundation 1200 Mott Foundation Building 503 South Saginaw Street Flint, Ml 48502-1820 Phone: (81 0) 238-5651 Fax: (810) 766-1753 Ms. Gloria Robinson Trustee Metro Health Foundation Visiting Nurses Association 25900 Greenfield Road,suite 600 Oak Park, Ml 48237-1267 Phone: (248) 967-8330 Fax: (313) 965-3626 �Ms. Rhonda Robinson-Seale MD Executive Medical Director Of Managed Care BCBSM/BCN 600 Lafayette J61 0 Detroit, Ml 48226 Phone: (313) 225-7504 Fax: (313) 983-2000 Mr. Steve Rochlin Director, Of Research & Policy Develop Boston College Center for Corporate Citizenship 55 Lee Road ~ Chestnut -Hill, MA 02467 Phone: (703) 516-2787 Fax: (253) 498-6554 Ms. Dorothy Rogers Learning To Give-Van Zile Elementary 2915 E. Outer Drive Detroit, Ml 48234 Phone: (248) 531-4886 Ms. Elyse M. Rogers Assistant Vice President The Herbert H. & Grace A. Dow Founda · 1018 W. Main Street Midland, 48640-4264 Ml Phone: (989) 631-3699 Fax: (989) 631 -0675 Ms. Barbara Rohwer Frey Foundation 40 Pearl Street, NW, Suite 11 00 Grand Rapids, Ml 49503-3028 Phone: (616) 451-0303 Fax: (616) 451-8481 Mr. Milton W . Rohwer President Frey Foundation 40 Pearl Street, NW, Suite 11 00 Grand Rapids, Ml 49503-3028 Phone: (616) 451-4561 Fax: (616) 451-8481 Ms. Pat Rosen Detroit Hisorical Society Ms. Julie Rosenbaum Media Coordinator Council on Foundations 1828 L Street, NW, Suite 300 Washington, DC 20036 Phone: (202) 467-0265 Fax: (202) 785-3926 Ms. Vicki J. Rosenberg Vice President Council Of Michigan Foundations One South Harbor Avenue P.O. Box 599 Grand Haven, Ml49417-1385 Phone: (616) 842-7080 Mr. Doug Rothwell President and CEO Michigan Economic Development Corporation 201 N. Washington Square 4th Floor Lansing, Ml 48913 Phone: (517) 373-9808 Fax: (517) 241-3683 -55- �Mr. Robert E. Rubin Chairman Local Initiatives Support Corporation 733 Third Avenue New York, NY 10017 Mr. Harold A. Ruemenapp Trustee Besser Foundation 3001 Harbor Place Drive Saint Clair Shores, Ml48080-1583 Phone: (81 0) 771-0604 Fax: (989) 354-8099 Ms. Claralyn Ruger Program Officer/Main YAC Advisor Battle Creek Community Foundation One Riverwalk Centre 34 w. Jackson Street Battle Creek, Ml 49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Mr. Frederick Ruggles Trustee Tuscola County Community Foundation 5721 E. Sanilac Road Kingston, Ml 48741 Phone: (989) 673-8223 Fax: (989) 673-7543 Ms. Mary Ruzicka Council Of Michigan Foundations 1 South Harbor Avenue, Suite 3 P.O. Box 599 Grand Haven, Ml 49417 Phone: (616) 842-7080 Fax: (616) 842-1760 Mr. David A. Salem President & CEO The Investment Fund for Foundations 2405 Ivy Road Charlottesville, VA 22903 Phone: (434) 817-8200 Fax: (434) 817-8231 Ms. Nan Schichtel Grand Valley State University One Campus Drive Allendale, Ml 49401-9403 Phone: (616) 895-2659 Fax: (616) 895-3504 Ms. Kari Schlachtenhaufen President The Skillman Foundation 600 Renaissance Center, Suite 1700 Detroit, M I 48243-1802 Phone: (313) 393-1163 Fax: (313) 393-1187 Mr. Harold C. Schmidt . Vice President, Personal Trust Services Bill & Sea ldema Foundation C/o Fifth Third Bank 111 Lyon Street, N.W., Suite 300 Grand Rapids, Ml 49503-2407 Phone: (616) 771-5250 Fax: (616) 771-4673 Ms. Hillary Schulman Munder Capital Management 480 Pierce Street, Suite 300 Birmingham, Ml 48009-6063 -56- �Ms. Dorothy Scollon Trustee Tuscola County Community Foundation 4849 N. Seeger Cass City, Ml 48726 Phone: (989) 673-8223 Fax: (989) 673-7543 Mr. Charles Scott Executive Director/CEO Association Of Small Foundations 4905 Del Ray Avenue, Suite 308 Bethesda, MD 20814 Phone: (8-88) 212-9922 .. Ms. Ellie Serras Trustee Ann Arbor Area Community Foundation 3900 N. Dixboro Ann Arbor, Ml 48105 Phone: (734) 668-6062 Fax: (734) 668-7261 Ms. Lois Shaevsky Shaevsky Family Foundation 4750 N. Chipping Glen Bloomfield Hills, Ml 48302-2390 Phone: (248) 646-1139 Fax: (248) 540-9643 Ms. Sue Sharra Accountant Ann Arbor Area Community Foundation 201 S. Main Street, Suite 501 Ann Arbor, Ml 48104-2113 Phone: (734) 663-0401 Fax: (734) 663-3514 Mr. Fred Shell Vice President Public Affairs DTE Energy 500 Griswold 11th Floor Detroit, Ml 48226-3405 Phone: (313) 235-8821 Fax: (313) 235-0930 Mr. Dave Shellenbarger Trustee Community Foundation of Greater Rochester 1792 Archers Pointe Rochester Hills, Ml 48306-3209 Phone: (248) 608-2804 Fax: (248) 608-2826 Ms. Lynne Sherwood Trustee & Secretary JSJ Foundation 700 Robbins Road Grand Haven, Ml 49417-2603 Phone: (616) 847-5113 Fax: (616) 842-3112 Mr. Thomas Shively Trustee McCurdy Memorial Scholarship Foundation Battle Creek Mathematics & Science Cente 765 Upton Avenue Battle Creek, Ml 49015 Phone: (616) 965-9440 Fax: (616) 969-3352 Ms. Diana R. Sieger President Grand Rapids Community Foundation 209-C Waters Building 161 Ottawa N.W. Grand Rapids, Ml 49503-2701 Phone: (616) 454-1751 Fax: (616) 454-6455 -57- �Mr. Ronald S. Siemiontkowski First Vice President Comerica Charitable Foundation 411 W. Lafayette Detroit, Ml 48226 Phone: (313) 222-5922 Fax: (313) 222-7116 Dr. Brian Silver Professor Michigan State University Institute for Public Policy & Social Rese 303 South Kedzie Hall East Lansing, Ml 48824 Phone: (517) 355-6590 Fax: (517) 432-1091 Mr. Sam Singh President & CEO Michigan Nonprofit Association 1048 Pierpont, Suite 3 Lansing, Ml 48911 Phone: (517) 492-2400 Fax: (517) 492-2410 Ms. Michelle Skedgell Executive Director · Willard G. and Jessie M. Pierce Founda 820 W. Clinton Hastings, 49058-2045 Ml Phone: (616) 945-5250 Fax: (616) 945-5464 Ms. Michelle Slayton Development Associate Battle Creek Community Foundation One Riverwalk Centre 34 W. Jackson Street Battle Creek, Ml 49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Dr. Gerald K. Smith President & CEO Detroit Youth Foundation Fisher Building, Suite 206 3011 W. Grand Blvd. Detroit, Ml 48202-3096 Phone: (313) 875-3400 Fax: (313) 875-3401 Mr. John Smith, Ill The Kresge Foundation 3215 W. Big Beaver Road P.O. Box 3151 Troy, Ml 48084-2818 Phone: (248) 643-9630 Fax: (248) 643-0588 Ms. Kay A. Smith Trustee Mt. Pleasant Area Community Foundatio 501 East Deerfield Road Mount Pleasant, Ml 48858-9547 Phone: (989) 773-3113 Fax: (989) 773-2115 Mr. Leonard W. Smith President Ethel and James Flinn Family Foundation 500 Woodward Avenue Suite 3500 Detroit, M I 48226-3416 Phone: (313) 965-8580 Fax: (313) 965-8252 Ms. Marsha J. Smith Executive Director Rotary Charities of Traverse City 250 E. Front Street, Suite 320 Traverse City, Ml 49684-2552 Phone: (231) 941-4010 Fax: (231) 941-4066 -58- �Ms. Nancy R. Smith Ethel and James Flinn Family Foundation 500 Woodward Avenue, Suite 3500 Detroit, Ml 48226-3485 Phone: (313) 965-8580 Fax: (313) 965-8252 Ms. Rebecca Smith Grants Information System Adm inis The Kresge Foundation 3215 W. Big Beaver Road P.O. Box 3151 Troy, Ml 48084-2818 Phone: (248) 643-9630 Fax: (248) 643-0588 Mr. Myron Smolinski Trustee & Past President Community Foundation of Monroe County 135 Chalmette Circle Monroe, Ml 48162-3588 Phone: (734) 242-1976 Fax: (734) 242-1234 Mr. David F. Smydra Foundation Liaison City of Detroit Mayor's Office Two Woodward Avenue, Suite 1126 Detroit, M I 48226-3443 Phone: (313) 224-4287 Fax: (313) 224-2129 Ms. Maureen H. Smyth Vice President-Programs Charles Stewart Mott Foundation 1200 Mott Foundation Building 503 S. Saginaw Street Flint, Ml48502-1820 Phone: (81 0) 238-5651 Fax: (81 0) 238-8152 Ms. Carolyn Solomon Treasurer Community Foundation of Monroe Cou nty C/o Solomon Collision Center 1439 Hendricks Drive Monroe, Ml 48162-3323 Phone: (734) 242-1976 Fax: (734) 242-1234 Ms. Theresa Sondys Program Officer Metro Health Foundation 333 W. Fort Street, Suite 1370 Detroit, Ml 48226-3149 Phone: (313) 965-4220 Fax: (313) 965-3626 Ms. Margaret A. Spartz President Unity Foundation of LaPorte County, Inc. P.O. Box 527 502 Franklin Square Michigan City, IN 46361-0527 Phone: (219) 879-0327 Fax: (219) 873-2626 Ms. Denise Spencer President &CEO Midland Area Community Foundation P.O. Box 289 Midland, Ml 48640-4244 Phone: (989) 839-9661 Fax: (989) 832-8842 Mr. Rick Sperling Artistic Director Mosaic Youth Theatre of Detroit 2990 W. Grand Blvd #M-17 Detroit, 48202-3041 Ml Phone: (313) 872-6910 -59- �Mr. Glenn R. Stevens President Michigan Japan Foundation 230 N. Washington Square #302 Lansing, M148933-1312 Phone: (517) 482-1563 Ms. ·Elizabeth A. Stieg Executive Director . The .Carls Foundation 333 W. Fort Street, Suite 1940 Detroit, Ml 48226-3162 Phone: (313) 965-0990 Fax: (313) 965-0547 Ms. Betsy Upton Stover Associate Trustee Frederick S. Upton Foundation 430 Oxford Road East Lansing, Ml 48823-2654 Phone: (517) 337-7575 Fax: (616) 982-0323 Mr. Matthew Strain-Sales Financial Software Services 11111 Hall Road, Suite 303 Utica, Ml 48317 Phone: (586) 685-2363 Mr. Bernard Stremler Secretary Four County Community Foundation 4637 Hollow Corners Dryden, Ml 48428-9725 Phone: (81 0) 796-3473 Dr. Ira Strumwasser Executive Director & CEO Blue Cross Blue Shield of Michigan Fou 600 Lafayette East X520 Detroit, M I 48226 Phone: (313) 225-6399 Fax: (313) 225-7730 Ms. Nancy Stryker Senior Development Officer University Of Michigan School Of Nursing 400 N. Ingalls, Suite 1346 Ann Arbor, Ml 481 09 Phone: (734) 763-971 0 Fax: (734) 936-3644 Ms. Christine Sturgis Program Officer Charles Stewart Mott Foundation 1200 Mott Foundation Building 503 South Saginaw Street Flint, Ml 48502-1820 Phone: (81 0) 238-5661 Fax: (81 0) 766-1753 Ms. Elizabeth C. Sullivan Vice President - Program The Kresge Foundation 3215 W. Big Beaver Road P.O. Box 3151 Troy, Ml 48084-2818 Phone: (248) 643-9630 Fax: (248) 643-0588 Mr. Lon Swartzentruber Donor Relations Director Grand Rapids Community Foundation 209-C Waters Building 161 Ottawa Avenue NW Grand Rapids, Ml 49503-2701 Phone: (616) 454-1751 Fax: (616) 454-6455 -60- �Mr. David K. Swenson Vice President Saginaw Community Foundation 100 S. Jefferson Suite 201 Saginaw, Ml48607-1274 Phone: (989) 755-0545 Fax: (989) 755-6524 Ms. Julia E. Szanton Council Of Michigan Foundations 1013 South Carolina Avenue, SE Washington, DC 20003 Ms. Lillie Tabor Vice President Metro Health Foundation 333 W. Fort Street, Suite 1370 Detroit, Ml 48226-3149 · Phone: (313) 834-8468 Fax: (313) 965-3686 Mr. Norman Tabor Metro Health Foundation 333 West Fort Street, Suite 1370 Detroit, M I 48226-3149 Phone: (313) 965-4220 Fax: (313) 965-3626 Dr. Margaret A. Talburtt Executive Director Michigan Women's Foundation 17177 North Laurel Park Drive, Suite 443 Livonia, Ml 48152-2693 Phone: (734) 542-3946 Fax: (734) 542-3952 Mi·. Robert G. Tambellini ~ President Charlevoix County Community Foundation 507 Water Street P.O. Box 718 East Jordan, Ml 49727-9476 Phone: (231) 536-2440 Fax: (231) 536-2640 Mr. Duane L. Tarnacki Partner Clark Hill, P.L.C. 500 Woodward Avenue, Suite 3500 Detroit, Ml 48226-3485 Phone: (313) 965-8264 Fax: (313) 965-8252 Ms. Mary Ann Taylor Legal Counsel Battle Creek Community Foundation One Riverwalk Centre 34 W. Jackson Street Battle Creek, Ml 49017-3542 Phone: (616) 962-2181 Fax: (616) 962-2182 Mr. S. Martin Taylor President DTE Energy Foundation 2428 WCB; 2000 Second Avenue Detroit, Ml 48226 Phone: (313) 235-7269 Fax: (313) 235-0232 Mr. J Gerard Teagan Treasurer Detroit Free Press 600 W. Fort Street Detroit, M I 48226-3138 Phone: (313) 222-6595 - 61 - �Mr. Taylor Teasdale Detroit Community Development Funders' Collaborative Mr. S. Mark Terman Executive Director Governors Council on Physical Fitness, & Sports P.O. Box 27f87 Lansing·, MI 48909-7187 Phone: (517) 347-7891 Fax: (517) 347-8145 Mr. Kurt Terrien · Client Services Manager World Asset Management 255 East Brown Street, Suite 300 Birmingham, Ml 48009 Phone: (248) 901-0860 Fax: (248) 901-0872 Ms. Robin Terry The Gordy Foundation C/o Focus HOPE 1355 Oakman Blvd. Detroit, Ml 48238 Phone: (313) 494-4390 Fax: (313) 494-4574 Ms. Therese M. Thorn Milton M. Ratner Foundation 5569 Raven Road Bloomfield Hills, Ml48301 Phone: (248) 737-6073 Mr. Robert Thornton Program Officer The Skillman Foundation 600 Renaissance Center, Suite 1700 Detroit, Ml 48243-1802 Phone: (313) 393-1164 Mr. Vincent Tilford Local Initiatives Support Corporation-Detroit Ms. Liz Tolbert Program Officer Ann Arbor Area Community Foundation 201 S. Main Street, Suite 501 Ann Arbor, Ml48104-2113 Phone: (734) 663-0401 Fax: (734) 663-3514 Ms. Janet S. Tomhave Office Manager Grand Haven Area Community Foundation 1 South Harbor Avenue Grand Haven, Ml 49417 Phone: (616) 842-6378 ex.13 Fax: (616) 842-9518 Ms. Christina Torossian Attorney Bodman, Longley & Dahling LLP 100 Renaissance Centre, 34th Floor Detroit, Ml 48243-1 001 Phone: (313) 259-7777 Fax: (313) 393-7579 -62- �Ms. Bridget Touhey Director, Donor Relations Community Foundation for Southeastern Michigan 333 W. Fort Street, Suite 2010 Detroit, Ml 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 Ms. Kim-Lan Trinh Senior Program Officer Community Foundation for Southeastern Michigan 333 W. Fort Street; Suite 2010 Detroit, Ml 48226-3134 Phone: (313) 961-6675 Fax: (313) 961-2886 Ms. Stacy Truax Comerica Securities 211-201 W. Fort Street Mail Code 3089 Detroit, Ml 48217Phone: (313) 222-0012 Ms. Laura J. Trudeau Program Officer The Kresge Foundation 3215 W. Big Beaver Road P.O. Box 3151 Troy, Ml 48084-2818 Phone: (248) 643-9630 Fax: (248) 643-0588 Mr. Reginald Turner Clark Hill, P.L.C. 110 E. Pike St. Pontiac, Ml 48342-2632 Ms. Rachelle Propsoner Tyshka Bodman, Longley & Dahling LLP 100 Renaissance Centre, 34th Floor Detroit, Ml 48243-1001 Phone: (313) 259-7777 Fax: (313) 393-7579 Ms. Jody Tyvela Program Director Bay Area Community Foundation 703 Washington Avenue Bay City, Ml 48708-5732 Phone: (989) 893-4438 Fax: (989) 893-4448 Ms. June L. Ulrey Program Assistant Council of Michigan Foundations One South Harbor Avenue, Suite 3 P.O. Box 599 Grand Haven, Ml 49417-1385 Phone: (616) 842-7080 Fax: (616) 842-1760 Ms. Sandra E. Ulsh Vice President and Executive Director Ford Motor Company Fund One American Road, Room 335 Dearborn, Ml 48126-2701 Phone: (313) 594-2683 Fax: (313) 337-6680 Ms. Dawn Uranis Corporate Relations Representative American Axle & Manufacturing 1840 Holbrook Avenue Detroit, Ml 48212-3442 Phone: (313) 974-2397 - 63- �Ms. Lorna G. Utley President General Motors Foundation MC: 482-C27 -D76 300 Renaissance Center Detroit, Ml 48265-3000 Phone: (313) 665-2992 Fax: (313) 665-0746 Ms. Gina Van Bruggen Administrative Assistant-Program Community Foundation for Muskegon 425 W. Western Avenue, Suite 200 Muske_gon, Ml 49440-1101 Phone: (231) 722-4538 Fax: (231) 722-4616 Ms. Amanda Van Dusen Principal Miller,Canfield,Paddock and Stone, PLC 150 W. Jefferson Street, Suite 2500 Detroit, Ml 48226-4416 Phone: (313) 496-7512 Fax: (313) 496-8450 Ms. Barbara VanDusen Trustee Community Foundation for Southeastern Michigan 320 Lakeside Drive Birmingham, Ml48009-1369 Phone: (313) 961-6675 Fax: (313) 961-2886 Mr. William R. Vanderbilt Executive Director The Community Foundation of the Holland/ Zeeland Area Courthouse Square, Suite 100 70 West 8th Street Holland, Ml 49423-3166 Phone: (616) 396-6590 Fax: (616) 396-3573 Ms. Donna Vanlwaarden Director Johnson Center for Philanthropy Grand Valley State University 401 W. Fulton, Street Grand Rapids, Ml 49504 Phone: (616) 336-7585 Ms. Lori Villarosa Program Officer Charles Stewart Matt Foundation 1200 Matt Foundation Building 503 South Saginaw Street Flint, Ml48502-1820 Phone: (81 0) 238-5651 Fax: (810) 766-1753 Ms. Cheryl Vincent Special Projects Director Community Foundation of St. Clair County 516 McMorran Blvd. Port Huron, Ml 48060-3826 Phone: (81 0) 984-4761 Fax: (810) 984-3394 Mr. Ken Visel Key Corp Foundation 100 S. Main Street P.O. Box 8612 Ann Arbor, Ml48104-1903 Mr. Chuck Vliek Senior Program Officer Kalamazoo LISC 119 N. Church Street, Suite 201 Kalamazoo, Ml 49007 -64- �Ms. Sue Volkers Founation Coordinator DeVos Family Foundation 500 Grand Bank Building 126 Ottawa Avenue, NW Grand Rapids, Ml 49503-2829 Phone: (616) 454-4114 Fax: (616) 454-4654 Mr. Lon Vredeveldt Trustee Fremont Area Community Foundation 553 Seminole Fremont, Ml 494 1.-2-1743 Mr. John Wade Trustee North Central Michigan Community Foundation · 115 Earl Avenue Grayling, 49738 Ml Phone: (989) 348-1967 Fax: (888) 651-7590 Ms. Liz Wade North Central Michigan Community Foundation P.O. Box 103 Grayling, 49738 Ml Phone: (989) 348-1967 Fax: (888) 651-7590 Mr. David Wagner Director Great Lakes Energy People Fund 1323 Boyne Avenue P.O. Box 70 Boyne City, Ml 49712-9646 Phone: (800) 748-0121 Fax: (231) 582-6213 Ms. Mary Wagner Great Lakes Energy People Fund 1323 Boyne Avenue P.O. Box 70 Boyne City, Ml 49712-9646 Phone: (800) 748-0121 Fax: (231) 582-6213 Ms. Marcia Walainis Metro Health Foundation 333 West Fort Street, Suite 1370 Detroit, Ml 48226-3149 Phone: (313) 965-4220 Fax: (313) 965-3626 Mr. Randy Walainis Trustee Metro Health Foundation 706 E. Gunn Road Rochester, Ml 48306-1904 Phone: (313) 226-9360 Fax: (313) 965-3626 Mr. Michael T. Walenta General Manager West Michigan University 301 W. Fulton St. Grand Rapids, Ml 49504-6430 Mr. Kevin F. Walker Program Director-Pathways Out Of Poverty Program Charles Stewart Mott Foundation 1200 Mott Foundation Building 503 South Saginaw Street Flint, Ml 48502-1820 Phone: (81 0) 238-5651 Fax: (810) 766-1753 - 65- �Ms. Nancy Walker Vice President Bank One Community Development Corporation 611 Woodward Avenue, 5th Floor Detroit, Ml 48226 Mr. Peter Walker Trustee Community Foundation of Monroe County C/o Walker Financial SeNices 1090 N. Monroe Street Monroe, Ml 48161 Phone: (734) 242-1976 Fax: (734) 242-1234 Mr. Willard Walker Consultant Charles Stewart Mott Foundation 1200 Mott Foundation Building Flint, Ml 48502 Mr. B.J. Wallace Trustee The Pinney Foundation 8950 Pointe Charity Drive Sand Point, Ml 48755-9626 Phone: (989) 872-2330 Ms. Karen Wallace The Pinney Foundation 6480 Main Street Cass City, Ml 48726-1143 Phone: (989) 872-3613 Mr. Jonathan Walton Trustee W.K. Kellogg Foundation 37 Warner Road Grosse Pointe, Ml 48236-3745 Phone: (313) 882-3829 Fax: (313) 882-9156 Ms. Sis Walton W.K. Kellogg Foundation One Michigan Avenue, East Battle Creek, Ml 49017-4005 Phone: (616) 968-1611 Fax: (616) 968-0413 Mr. Matthew H. Wasmund Institutional Client Advisor Bank One C/o Bank One 611 Woodward Avenue Detroit, Ml 48226-3408 Phone: (313) 225-3454 Fax: (313) 225-3948 Mr. Kurt Wassink Executive Director-Pine Rest Foundation Pine Rest Christian Hospital P.O. Box 165 300 68th Street, SE Grand Rapids, Ml 49501-0165 Phone: (616) 281-6456 Mr. Gregg Watkins Trustee DeRoy Testamentary Foundation 3644 Burning Tree Bloomfield Hills, Ml 48302-1511 Phone: (248) 644-8500 -66- �Ms. Sarah D. Watkins Executive Director Library of Michigan Foundation 717 W. Allegan Lansing, Ml48915-1703 Phone: (517) 373-1297 Fax: (517) 373-4480 Ms. Wendy Kemp Watkins Community Relations Specialist Kmart Corporation 3100 West Big Beaver Road Troy, Ml 48084-3004 Phone: (248) ~63-421 0 Fax: (248) 463-5513 Ms. Lee Nelson Weber Program Director Dyer-lves Foundation 161 Ottawa, NW, Suite 411-J Grand Rapids, Ml 49503-2716 Phone: (616) 454-4502 Fax: (616)454-8545 Mr. Keith Weigel Institutional Investment Manager Bank One 611 Woodward Avenue P.O. Box 330222 Detroit, Ml 48226-3408 Phone: (313) 225-3595 Ms. Elizabeth Weihl Attorney Wiener Associates 721 N. Capitol, Suite 1 Lansing, Ml 48906 Phone: (517) 374-2703 Fax: (517) 487-0372 Mr. Lynn Weimer Chair Midland Area Community Foundation 4417 Gladding Court Midland, Ml 48640-3383 Phone: (989) 631-2417 Fax: (989) 631-2412 Ms. Sandy Weimer Midland Area Community Foundation P.O. Box 289 Midland, Ml 48640-4244 Phone: (989) 839-9661 Fax: (989) 832-8842 Ms. Barbara Wertheimer Public Relations DENSO International America, Inc. 24777 DENSO Drive P.O. Box 5133 Southfield, Ml 48034-5244 Phone: (248) 372-8233 Fax: (248) 213-2550 Mr. William S. White President and CEO Charles Stewart Matt Foundation 1200 Matt Foundation Building 503 S. Saginaw Street Flint, MI 48502-1820 Phone: (81 0) 238-5651 Fax: (81 0) 766-1753 Mr. Robert M. Whiting Vice President & Trust Officer Citizens Bank 101 N. Washington Avenue Saginaw, Ml 48607-1206 Phone: (989) 776-7354 - 67- �Ms. Caroline S. Whitlock Development Director Shiawassee Community Foundation 4051 South M-52 P.O. Box 753 Owosso, Ml 48867-9224 Phone: (989) 725-1093 Fax: (989) 725-1989 Ms. Mikelle Whitt Tobacco Program Manager Michigan Department Of Community Healt 3423 N. Martin Luther King Jr. Blvd. Lansing, Ml 48909 Phone: (517) 335-8381 Fax: (517) 335-9468 Ms. Marie Wilkerson Trustee Osceola County Community Foundation PO Box 37 Reed City, Ml 49677-1149 Ms. Karen Willard Administrative Assistant The Charles J. Strosacker Foundation P.O. Box 471 Midland, Ml 48640-0471 Phone: (989) 832-0066 Ms. Donna Williams Executive Director Vanguard Community Development Corporation 2791 E. Grand Boulevard Detroit, MI 48211 Mr. Donald G. Williamson Director of Finance & Adm. McGregor Fund 333 W. Fort St., Suite 2090 Detroit, M I 48226-3134 Phone: (313) 963-0030 Fax: (313) 963-3512 Ms. Barbara A. Willyard Executive Director Community Foundation for Northeast Michigan 111 Water Street P.O. Box 495 Alpena, Ml 49707-2838 Phone: (989) 354-6881 Fax: (989) 356-3319 Mr. J. Richard Wilson President Besser Foundation 123 N. Second Avenue Alpena, Ml 49707-2801 Phone: (989) 354-4722 Fax: (989) 354-8099 Ms. Molly Wilson Vice President Institutional Services Fifth Third Bank 2280 West Big Beaver Road Troy, M I 48084-3301 Phone: (248) 458-5767 Fax: (248) 458-5790 Mr. Timothy P. Wintermute Executive Director The Hannan Foundation 4750 Woodward Avenue Detroit, M I 48201-1300 Phone: (313) 833-1300 Fax: (313) 833-1710 - 68- �Ms. Erika Wittlieb Coordinator of Cooperating Collections The Foundation Center 79 Fifth Avenue New York, NY 10003-3034 Phone: (212) 807-2417 Mr. Tom Woiwode Community Foundation for Southeastern Michigan Green Ways Initiative Of SE Michigan 333 W. Fort Street Suite 2010 Detroit, M I 48226 Phone: (313) 961-6675 Fax: (313) 961-2886 Ms. Barbara Wybrecht ConsultanVTraine Michigan Department Of Community Health 2232 Boston SE, East Grand Rapids, 49506 Ml Phone: (616) 241-9127 Mr. Albert F. Zehnder President Library of Michigan Foundation C/o Zehnders 730 South Main Street Frankenmuth, Ml 48734-1622 Phone: (989) 652-9925 Fax: (989) 652-3544 Mr. Greg M. Zerlaut Chief Financial Officer and Chief Operating Officer Fremont Area Community Foundation P. 0. Box B Fremont, Ml49412-0176 Phone: (231) 924-5350 Fax: (231) 924-5391 Mr. John F. Ziraldo Executive Director Thompsen-McCully Foundation 225 N. Sheldon Road Plymouth, M I 48170-1524 Phone: (734) 453-6412 Fax: (734) 453-6475 684 Participants Listed - 69- � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2001_AC_Registrants Title A name given to the resource Council of Michigan Foundations 2001 annual conference registrants Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations 2001 annual conference registrants. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50392 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001 https://digitalcollections.library.gvsu.edu/files/original/6aee2019d0d87019e8e24145b0e5c2dd.pdf 0cfee3d3a4ddecc815c072531bd332ec PDF Text Text �Welcome! julie F. Cummings David 0. Egner Lorna G. Utley M ichigan grantmakers are again gathering for the premier networking and educational eYent of the year. Glenn F. Kossick exciting tours to give you an opportunity to experience the new Detroit. We have planned two exciting evenings of music and exploration. jazz is as much a part of Detroit's rich cultural heritage as it is its future. The Detroit Science Center offers new opportunities to reinforce the value of science as we prepare the workforce of Michigan's future. Since the tragedies of September 11, we have been reflecting on the theme of our Annual Conference Honoring the Past, Embracing the Future. Michigan's wonderful tradition of giving and helping our neighbors has neYer been m ore evident than in the tremendous outpouring of generosity and support from Michiganders of all ages for those affected throughout the country and world. As we express gratitude for this tradition, \\T must now deal with the changes in our environment and economy - both short and long term. We are fortunate to have national leaders, such as Robert Rubin, Les Lenkowsky, Pat Mitchell, jackie Joyner-Kersee and Bob Kersee, and William White as six of the more than 100 speakers. We guarantee that you will be inspired, motivated and challenged!! Our thanks to all of the many organizations and volunteers that have contributed the financial resources, services and time needed to produce a first-class Conference. And we thank you for joining us for the 29th Annual Conference of the Council of Michigan Foundations as we honor the past and embrace our future! How shall we as grantmakers embrace the future? On behalf of the more than 80 CMF members involved in the Program and Host Committees, we believe that this Conference will provide helpful strategies to consider. You will have the opportunity to give us your ideas as well. j ust stop by the cyber cafe and try out Zoomerang - CMF's new Rapid Response System. Program Committee Co-Chairs: julie F. Cummings, Trustee, Max M. and Marjorie S. Fisher Foundation, Detroit David 0 . Egner, President, Hudson-Webber Foundation, Detroit Collaboration is one of the strategies to embrace, and we are delighted to be recognizing Detroit's first family Mayor Dennis Archer and judge Trudy Archer - for their work in prom oting collaboration between the public and philanthropic sectors. This spirit of collaboration has played a maj or role in Detroit's revitalization. Host Committee Co-Chairs: Glenn F. Kossick, Executive Director, Metro Health Foundation, Detroit Lorna G. Utley, President, General Motors Foundation, Detroit Since CMF last met in Detroit in 1997 much has changed! The Host Committee has planned some 2 �Honorary Co-Chairs: Mayor Dennis Archer and Honorable Trudy Archer L ~ng ~efore Detroit Mayor Dennis Archer's electwn m November 1993, he and his wife, 36th District Court Judge Trudy DunCombe Archer were well-known for their volunteerism and their active participation in Detroit area civic and charitable organizations. For example, Dennis Archer is a founding member of 100 Black Men of Greater Detroit, which provides scholarships to young people and allows professional men to become their personal mentors. Trudy DunCombe Archer is a life member of the NAACP Dennis Archer's legacy as mayor of Detroit will be forever associated with his partnership with the metropolitan area's community of foundations and charitable organizations. Soon after taking office in 1994, he established the City of Detroit's Foundation Liaison/Grant Program, led by David Smydra. With private foundation start-up support, this office has helped stimulate more than $400 million in grants from local and national foundations for community organizations in the City of Detroit. Mayor Archer's key alliances with the foundation community have included a close working relationship with the Detroit Community Development Funders Collaborative, the Pistons-Palace Foundation PARK Program and the Recreation Centers Recapitalization Program. j udge and Mayor Archer Distinguished Citizen Award from the Detroit Area Council of the Boy Scouts of America. Judge Archer serves on the Board of Directors of the Detroit Institute of Arts, The Children's Center, Children's Hospital of Michigan/Pediatric Clinical Services, and on the Advisory Boards of the Junior League of Detroit, The Greening of Detroit and African American Parent Magazine. She is a Trustee of the Community Foundation for Southeastern Michigan. She and Mayor Archer have been honorary chairpersons for a wide variety of charities. The Archers were honored with the 1997 Families are Golden Award from Spaulding for Children, and in 1999 received the As Mayor and First Lady of Michigan's largest city, the Archers have partnered with the philanthropic community to inspire greater investment in children, seniors and the less fortunate. Their dynamic presence at fundraisers, ribbon cuttings and strategic meetings and conferences has offered valued leadership to metropolitan Detroit and all of Michigan. We are honored to recognize them as the Honorary Chairs of the 29th Annual Conference of the Council of Michigan Foundations! 3 �Resource Central Renaissance Foyer, Level 4 (Open throughout the conference) Resource Central is the hub for networking and sharing best practices with your colleagues. Bring your tote bag and prepare to leave with wonderful samples. Its many features include: grantmaking. Be sure to try out the new web-based rapid response system, Zoomerang! You can help us with our future programming by using Zoomerang to rate educational topics by their importance to your grantmaking. And when you do, you will be entered into a drawing for a free conference registration to the 2002 CMF Annual Conference on Mackinac Island! On-site staff will be available to answer questions and provide hands-on cyber tours. Publication Displays and Annual Report Recognition Peruse and gather reports and publications produced and contributed by your colleagues from Community Foundations, Private/Family/Independent Foundations, and Corporate Foundations/Giving Programs. A special exhibit space will highlight CMF members who published their first annual report this year, as well as winners of the Council on Foundation's Wilmer Shields Rich Awards for excellence in communications. Membership Services Learn about Council membership benefits, the work of the various constituency programs, and how to apply for membership in CMF Poster Sessions Experts will be on hand to present reports and key information in an informal setting. Topics to be covered include healthcare, education, technology, cross-cultural hospice, D & 0 insurance, and the teaching of philanthropy. Thursday, November 1 9:30 a.m. - 12:00 p.m. 2:00 p.m. - 4:00 p.m. Bookstore CMF continues to offer our members a wealth of resources on foundation administration, governance and legal issues, among others. Once again , you will have the opportunity to purchase CMF publications, along other selected books and items of interest at discounted prices. Contest Exhibitors For the first time at a CMF Annual Conference, you will have the opportunity to visit with companies that serve philanthropy, such as investment advisors, banks, and other service providers - to ask questions and discuss services. The organizations represented here have a proven record of providing products and se'rvices to grantmakers and were invited to exhibit. Get your exhibit passport stamped to enter a drawing for valuable prizes. Conference registrants completing the Conference evaluation form will be eligible for one of three prizes. Participants who complete the online evaluation in the Cyber Cafe will also be eligible for attractive prizes. Stop by Resource Central for details on how to become a "Winner! " Cyber Cafe Sponsored by Geeks and Gurus, LLC, we are pleased to provide this service for all conference participants. See what your colleagues are doing with technology. More than 80 of CMF's member foundations maintain web sites , accept electronic grant applications, publicize community relations activities, post grant lists and more. Check your e-mail or investigate Internet resources that may help to improve your foundation's Host Committee Table Maps and information on local sites of interest are available to orient you to our host city. Check here, too, for special free give-away items! 4 �Wednesday, October 31, 200} Conference Registration Open Renaissance Foyer, Level4 9:00a.m . - 7:00p .m . Detroit Area Tours 9:30 a.m. - 12:00 p.m. (Advance registration required.) Music in the City: Motown Historical Museum, Hitsville USA "Where It All Began:" Visit the birthplace of a remarkable American success story that revolutionized popular culture and music. The gallery traces the roots of its visionary founder, Berry Gordy, Jr., and chronicles the creation of Motown artists including Smokey Robinson and the Miracles, Martha and the Vandellas, Marvin Gaye, the Temptations, the Supremes, Stevie Wonder, and many others. This historically preserved site is filled with some of the legends' old personal effects and memorabilia. The best part of the visitor experienq' is the chance to tour the fully restored apartment of Berry Gordy, Jr. and the original home of Motown Records, Hitsville USA, which houses the famous "Studio A" where Motown's greatest hits were recorded . .. where it all began! Conferees will meet at the Motor Lobby (Valet Parking area) entrance of the Marriott (Renaissance Drive West) to board the shuttle bus for the tour of their choice. Focus: HOPE is a non-profit, civil and human rights organization located in Detroit, Michigan. Co-founded in 1968 in the wake of the 1967 Detroit riots by Father William T. Cunningham [1930-1997] and Executive Director Eleanor M. josaitis, Focus: HOPE unites a multicultural community in intelligent and practical efforts to overcome injustice and build racial harmony. Focus: HOPE's education and training programs are designed to move individuals facing poverty into the economic mainstream. The programs are so successful that Focus: HOPE has become a model for urban revitalization. Leader: Rhonda Bell, Associate Director, Gordy Foundation Pre-Conference Meetings CMF Board of Trustees Meeting Michelangelo, Level4 9:30a.m.- 11:30 a.m. When visiting Focus: HOPE you'll see the Centers of Opportunity including: First Step/Fast Track Programs Machinist Training Institute FIMS User Group Meeting Greco , Level4 9:30a.m. - 11:30 a.m. Information Technologies Center Center for Advanced Technologies You will also see the Focus: Hope Commodity Supplemental Food Program, which serves more than 44,000 people each month and the state-of-the-art Center for Children. NPO Solutions will discuss the latest updates of the FIMS software. Users can review issues on implementation and suggest possible modifications to the software. This will also be a good opportunity to network with other FIMS users. Leader: David Lepper, Director/Chief Development Officer, Focus: HOPE Facilitator: Gregory M. Zerlaut, Chief Financial Officer and Chief Operating Officer, Fremont Area Community Foundation Speaker: Michael J. Church, Co-Owner, NPO Solutions, Inc., Litchfield, CT 5 �?~============================================================================~ Wednesday Continued Pearl Users Meeting Richard A, Level 5 9:30a.m.- 11:30 a.m. Community Foundations: Michigan ProNet Meeting Joliet, Level 5 10:00 a.m. - 11:00 a.m. An annual pilgrimage for the forty First Pearl, Community Pearl, and Pearl users in Michigan to share ideas on good practices and upcoming advances in the software. Meet and greet others who use the same grants, fundraising, and accounting software as you do . Offer the father of Pearl your ingenious ideas and get help while the meter is off. Prizes for the best questions and answers. You don't need to be a Pearl user to attend, but as always it improves your chance to win. A business meeting of the Michigan Community Foundation Program Officers. Join your colleagues to discuss upcoming events, elect new officers and network with old and new friends. Facilitator: David Gardiner, Vice President, Programs, Kalamazoo Community Foundation and Chair, Michigan ProNet, Kalamazoo Community Foundations: Trustees Meeting Brule, Level 5 10:00 a.m. - 11:00 a.m. Facilitator: Donald G. Williamson, Director of Finance & Administration, McGregor Fund, Detroit Speaher: Henry A. Bromelkamp, President, Bromelkamp Company, Minneapolis, MN A networking meeting of Michigan Community Foundation Trustees. Join your colleagues to discuss upcoming events and network with old and new friends. GIFTS for Windows User Group Meeting Richard B, Level 5 9:30a.m. - 11:30 a.m. Facilitator: Susan Andrus, Vice President, Tuscola County Community Foundation, Munger Here's a chance to talk with other users of the MicroEdge GIFTS grants management program. Learn useful techniques and share your own tips with both the users of the program and the designers of the program. Community Foundations: Joint Meeting-Tobacco Settlement Fund Update Mackinac East, Level 5 11 :00 a.m . - 12:00 p.m. Faci litators: Teresa Crawford, Grants Manager, Frey Foundation , Grand Rapids; Gavin Clabaugh, Vice President, Charles Stewart Matt Foundation, Flint Community Foundation Trustees, CEOs and Program Officers are invited to attend this important meeting to discuss Tobacco Settlement Fund updates. Learn about upcoming changes to reporting requirements, deadlines and statewide data collection. Speaher: Claire Carsen, Program Marketing Manager, MicroEdge , Inc. , New York, NY Facilitator: Donnell S. Mersereau, Director, Community Foundations, Council of Michigan Foundations, Grand Haven Community Foundations: CEOs Meeting Duluth, Level 5 10:00 a.m. - 11:00 a.m. Speakers: Carol Barret, Evaluator, Center for Advancing Community Health, Lansing; Pamela Paul-Shaheen, Director, Center for Advancing Community Health, Lansing; Mikelle Whitt, Tobacco Program Manager, Michigan Department of Community Health, Lansing; jacob Strumwasser, Member, Youth Advisory Council, Ann Arbor Area Community Foundation, Ann Arbor A networking meeting of Michigan Community Foundation CEOs. Join your colleagues to discuss upcoming events and network with old and new friends . Facilitator: Diana Sieger, President, Grand Rapids Community Foundation, and Chair, Community Foundation Committee, Council of Michigan Foundations, Grand Rapids 6 �PEER NETWORKING LUNCHEONS Independent/Private/Public Foundations Cartier, Level 4 12:30 p.m.- 1:30 p .m . . Network with trustees and staff of independent, private and public foundations and hear about new programming initiatives. Community Foundations Columbus, Level 4 Join your community foundation colleagues for a celebratory luncheon including Youth Advisory Committee awards, Regional Team-Up updates, new community foundation resources and review of this year's accomplishments. Facilitator: Kari Schlachtenhaufen, President, The Skillman Foundation Sponsored by: The Skillman Foundation Moderator: Diana Sieger, President, Grand Rapids Community Foundation and Chair, CMFs Community Foundation Committee, Grand Rapids Detroit Area Tours 1:30 p.m.-3:30p.m. (Advance registration required.) Speakers: jack Hopkins, President & CEO, Kalamazoo Community Foundation and Chair, Michigan Community Foundation's Ventures, Kalamazoo; Libby Cherin, President & CEO, Fremont Area Community Foundation and Chair, Venture Products Fund Committee, Fremont Conferees will meet at the Motor Lobby (Valet Parking area) entrance of the Marriott (Renaissance Drive West) to board the shuttle bus for the tour of their choice. Sponsored by: Michigan Community Foundations' Ventures Corporate Foundations and Giving Programs Renoir, Level 4 Corporate CEOs, giving officers, public affairs officers, and staff are invited to network with fellow grantmakers, and discuss current collaborative initiatives. Museum of African American History: The exhibit, Of the People: The African American I;xperience, depicts our words, images, cherished belongings, and voices. The exhibit chronicles over 400 years of African American history. There are many triumphs and achievements to celebrate, as well as pain, and much to mourn. The major themes are: The African Memory, Survival of the Spirit, Freedom and Betrayal, and Becoming the Future. Facilitator: Karla Hall, Secretary; DTE Energy Foundation, Detroit Sponsored by: DTE Energy Foundation Family Foundations Cabot, Level4 Trustees and staff of family foundations are invited to join colleagues for lunch, and for a brief update on current family foundation programming. Leader: Rod Gillum, Chairman, General Motors Foundation and Chair, Board of Directors, Museum of African American History Facilitator: Julie F. Cummings, Trustee, The Max M. & Marjorie S. Fisher Foundation and Vice Chair Private Foundations, Council of Michigan Foundations 7 L __ _ _ __ _~ - - -- - --- �We'dnesday Continue CONCURRENT SESSIONS 2:00p .m .- 3:15p.m. Preserving The Old To Insure The Future Mackinac East, Level 5 Communities across Michigan have begun to use their historic resources as the focus for community and neighborhood revitalization and sustainability. Historic buildings, districts and landscapes provide the "sense of place" that communities have identified as important to ensuring economic stability and a high quality of life. This session will highlight the importance of this trend and provide examples of successful programs from the state and local perspectives and how foundations can assist Michigan efforts. Mode rator: Kathryn Eckert, retired from the Michigan Historic Preservation Office and Trustee, Americana Foundation, Novi Comerica Park and Ford Field - Detroit's New Stadiums: Comerica Park, one of the newest stateof-the-art ballparks in the major leagues, is the home of the Detroit Tigers. Built in 2000, it is a ballpark that was constructed with the fans in mind, from the line of sight of the field to the baseball Ferris wheel and carousel with 30 hand-painted Tigers. This tour will include the press box, the visitors' clubhouse, and dugout. Speakers: Kathleen Wendler, President, Southwest Detroit Business Association, Detroit; Brian Conway, State Historic Preservation Office, Michigan Historical Center, Lansing Grantmaking for All Ages Cadillac, Level 5 Ford Field, the Detroit Lions' new home currently under constru ction, will be a one-of-a-kind facility that will include a giant glass wall, revealing the Detroit Skyline and the old Hudson's Warehouse. The Field, designed to accommodate other sports and entertainment venues, will have 65,000 permanent seats fo r professional football , including 9,500 club seats, 132 private suites, a domed-roof structure and the ability to accommodate a natural grass field . Regardless of their specific interests, grantmakers can play a significant role in connecting the generations and helping communities both capitalize on the opportunities and address the challenges an aging society presents. This session will provide a set of strategies designed to help funders adapt their grantmaking to the reality of an aging America. And, for grantmakers already committed to revitalizing neighborhoods, promoting education, supporting children, youth and families, or addressing health concerns, a range of specific program ideas will be presented that either utilize older adults as community resources or recognize and address these same issues as they relate specifically to the growing needs of older adults. Ford Field is under construction. Therefore, participants should wear pants and boots, and will be required to wear hardhats and safety glasses. (Note: Ford Field is not handicap accessible during construction phase.) Moderator: Olivia (Libby) P. Maynard, Trustee, Les Cheneaux Area Community Foundation, and Trustee, Council of Michigan Foundations, Flint Leader: Celia Bobrowsky, Tigers Care Director, Detroit Tigers, and MonicaL Mar tinez, Program Manager, Ford Motor Company Fund 8 �Speakers: Barbara Kratchman, President, ArtServe Michigan, Bloomfield Hills; Robert F. larson, President, larson Communications, Troy; Rick Sperling, Artistic Director, Mosaic Youth Theatre of Detroit, Detroit Community Foundations: Planned Giving: What Is It? LaSalle, Level 5 Experts now estimate that $40-80 trillion in assets will be passed down in states over the next 50 years. As estate gifts are the most common type of gifts to endowments, community foundations must actively plan to be able to solicit and receive planned gifts. Whether a lead trust, planned gift, or a bequest intention, if a foundation is not prepared to discuss these types of gifts and handle them in a timely and accurate manner, the foundation will miss out on the most important transfer of assets in our history. This session will provide a beginning overview of planned giving and discuss a number of models for community foundations to start, or expand, planned giving programs. Technical Assistance: Psst, Wanna Tip? The Message & the Media! Marquette, level 5 Newsweek, Fortune , Forbes, Time - take a look at any newsstand and you'll see that philanthropy has become one of the HOTTEST topics in the media these days. Reporters for publications across the country, including the New York Times, and The Washington Post, are now being assigned to specifically cover philanthropy beats. learn what these reporters, and particularly, your local reporters, are actually interested in and how to establish your foundation as a credible source they'll turn to time and again. Participants will learn crucial tips on the best ways to pitch for coverage on the work your foundation does and its role in the community. Moderator: Mark E. Neithercut, Vice President, Program, Community Foundation for Southeastern Michigan, Detroit Speakers: Pamela Jones Davidson, President, Davidson Gift Design, Bloomington, IN; Robin D. Ferriby, Vice President, Donor Relations, Community Foundation for Southeastern Michigan, Detroit Moderator: Wendy Kemp , Community Relations Specialist, Kmart Corporation, Troy Presenters: Jeff Martin, Director of Media Relations, Council on Foundations, Washington, DC; Julie Rosenbaum, Media Consultant, Council on Foundations, Washington, DC Corporate Giving: Managing Change During Mergers & Reorganizations Nicolet, level 5 This session is designed exclusively for the corporate grantmaker. Attendees will participate in a roundtable-style discussion and will learn how to manage change internally and externally during times of corporate mergers and reorganizations. A group of co ~porate grantmakers will share experiences and lend tips on how to position their function in the corporate environment while maintaining relationships in the community. Community Foundations: Review of the Basics What Has to be Done Each Year? Richard, level 5 This session is for newer staff or trustees of community foundations and will present an overview of the minimum benchmarks for operating a community foundation, a list of the resources available and a checklist of the state and federal filings necessary. There will be ample time for qu estions and answers and discussion. Moderator: lisa Hamway, Director, Corporate Contributions, Ameritech, Detroit Moderators/Speakers: Maureen M. Nicholson, Executive Director, Petoskey-Harbor Springs Area Community Foundation, Petoskey; Robert G. Tambellini, President, Charlevoix County Community Foundation, East Jordan Speakers: lynn A. Feldhouse, former Vice Presiden t and Secretary, Daimler-Chrysler Corporation Fund, Rochester Hills; Karla Hall, Secretary, DTE Energy Foundation, Detroit; Molly Wilson, Vice President, Institutional Services, Fifth Third Bank, Troy 9 �Wednesday Continued practice. The health care system as it is currently structured cannot consistently deliver effective care in a safe, timely and efficient manner. In this session, the committee proposes a bold overhaul of the U.S. health care system - and a strategy to address serious shortcomings in the quality of health care available to Americans. Family Foundations: Team-Work & Family-Work! Mackinac West, Level 5 Each family foundation is unique, but they share certain common issues. Succession is the most common pressing challenge. How does a family foundation describe and pass on its legacy over time and through generations? How do children and grandchildren blend their interests and a changing world with the donor's intentions, thereby creating a vital, ongoing philanthropy? How do the foundation's succeeding generations learn about philanthropy and working together to maintain, adapt and carry out the donor's inten t? Passing on the foundation torch gracefully to the next generation is an exercise in reason over emotion. It is important that succeeding generations be involved so that the foundation v.rill be passed on in a way that helps ensure its continued success. This session will give all participants an opp ortunity to discuss everyone's needs and expectations, and to learn about techniques that will encourage trust and understanding between the generations. Moderator: Rhonda Robinson-Beal, Executive Medical Director of Managed Care, Management and Clinical Program, Blue Cross Blue Shield of Michigan, Detroit Speaker: William C. Richardson, Chair, Institute of Medicine's Committee on the Quality of Health Care in America, and President/Chief Executive Officer, WK. Kellogg Foundation, Battle Creek Financial Market Outlook - Post 9/l l Mackinac East, Level 5 As stewards of our community assets, what do we need to know about the past, present and future economy and markets to guide our investment policies and asset allocation over the next five years? This session \\rill discuss the "bear" market, the likely impact of consecutive interest rate cuts by the Federal Reserve Bank and the potential benefits to investors from recent tax legislation. We will also discuss the current and future outlook for the automotive industry and its impact on our Michigan foundations . Moderators/Speakers: Ger ald Knigh t , President, Speckhard-Knight Charitable Foundation, Ann Arbor; Robin Terry, Trustee, Gordy Foun dation, Inc., Southfield Speaker: Andrew D. Atwood , Executive Coordinator, Fou ntain Hill Center for Counseling and Consultation, Grand Rapids Moderator: Tamara R. Bailey, Vice President, Northern Trust Bank, FSB, Grand Rapids MINI-PLENARY SESSIONS Speakers: Paul Ballew, General Director, Global Market 3:30 p.m. - 4:45 p. m . & Industry Analysis, General Motors Corporation, Detroit; Robert A. LaFleur, Chief Investment Strategist and Senior Vice President, Northern Trust Bank, FSB, Chicago , IL Crossing the Quality Chasm: A New Health System for the 2 1st Century Cartier, Level 4 The Congregation as a Service Provider Mackinac West, Level 5 Addressing the quality of h ealth care in this nation was the focus of th e Institute of Medicine's Quality of Health Care in America Project (QHCA) , which began in june 1998. The goal of the QHCA proj ect was to provide leadership, strategic direction and analytic tools that will contribute to a significant improvement in quality in the h eath care industry during the next decade. Th e health care enterprise is in need of fundamental change. Research on the quality of care reveals a picture of a system that frequently falls short in its ability to translate clinical kn owledge and technology into For years , America's congregations have been involved in helping the poor. What roles should foundations and corporations play in helping these efforts? President Bush has made a commitment to helping this service through a series of faith-based initiatives. Learn from the President's point agency on this issu e and discuss action strategies for foundations and corporate giving programs to consider. 10 �Moderator: Gerald K. Smith, President & Chief Executive Officer, Detroit Youth Foundation, Detroit Speaker: Sandra Hughes, Chief Knowledge Officer and Senior Governance Consultant, National Center for Nonprofit Boards, Washington, DC Speakers: Leslie Lenkowsky, Chief Executive Officer, Corporation for National and Community Service, Washington, DC; Michael Nabors, Pastor, New Calvary Baptist Church, Detroit; Kari Schlachtenhaufen, President, The Skillman Foundation, Detroit Panelists: Ann K. h:ish, President & Trustee, Elizabeth E. Kennedy Fund, Harbor Springs; john E. Marshall Ill, President/Chief Executive Officer, The Kresge Foundation, Troy Supported by The Kresge Foundation through the Dorothy A. johnson Educational Fund Trusteeship: Helping Boards Embrace The Future Cabot, Level 4 In this fast changing world, what are the new models for governance and stewardship of foundations? Do we still need an Executive Committee? Are there new responsibilities for foundation trustees? While discussing these changes, let's revisit the relevance of the core principles recommended for all grantmakers. Tea with the Authors Renaissance Foyer East, Level 4 4:45 p.m. - 5:30p.m. Meet and greet the authors of special books produced in honor of Detroit's 300th birthday. Moderator/Panelist: Allan D. Gilmour, President, The Gilmour Fund, Birmingham OPENING RECEPTION Renaissance Foyer, Level 4 6:00p.m. - 7:00p.m. • Meet new members • Renew acquaintances • Network with colleagues Sponsored by Consumers Energy Foundation Dinner and Evening Program Columbus, Level 4 7:15p .m. - 9:30p.m. Welcome: C. David Campbell, President, McGregor Fund and Chair, Council of Michigan Foundations, Detroit Greetings: Lorna G. Utley, Co-Chair 29th Annual Conference Host Committee and President, General Motors Foundation, Detroit Introduction: Glenn E Kossick, Co-Chair 29th Annual Conference Host Committee and Executive Director, Metro Health Foundation, Detroit Evening Program: The Civic Jazz Orchestra The Brazeal Dennard Chorale The Civic Jazz Orchestra is a jazz educational/outreach program of the Detroit Symphony Orchestra, committed to the identification and development of young musicians, of all ethnicities, in the true traditions of jazz performance at the highest level. Still in its early years, the Orchestra's presence is being recognized by jazz educators within the public school system, evidenced by strong turnouts for auditions. With its rich jazz legacy, Detroit is proud of this Orchestra, led by noted musician, Marcus Belgrave, the Civic Jazz Master, and its mission to acknowledge, chronicle, and pass on this legacy to Detroit's youth. The Brazeal Dennard Chorale was founded in 1972 and is a group of highly trained singers dedicated to developing the choral art to its highest professional level. The Chorale is deeply committed to the rediscovery and performance of significant choral works by African American composers. Evening program sponsored by DaimlerChrysler Corporation Fund and KeyCorpNict01y Capital Management ll �Wednesday Continued Afterglow: GM World GM World, Promenade Level 9:30p.m. - 11:00 p.m. During the 2000 North American International Auto Show, General Motors Corporation unveiled a new destination point for visitors to Detroit - GM World. This showroom of 50,000 square feet displays vehicles from the entire global scope of GM operations, including its latest line and state-of-the-art styling, in addition to its vintage cars and concept cars. Twenty-six vehicles are exhibited at a time, and are rotated every 60 days. Lifestyle themes are divided into four quadrants, with interactive elements included in every vignette. During the evening there will be a special drawing for a very special prize donated by the General Motors Foundation. Don't miss your opportunity to be the winner ! Sponsored by the General Motors Foundation 12 �Thursday, November l, 2001 Conference Registration Open Renaissance Foyer, Level4 7:00a.m.- 7:00p.m. Plenary Breakfast Honoring CMF's 29th Annual Conference Honorary Chairs, Mayor Dennis Archer & Judge Trudy Archer Columbus, Level 4 7:30 a.m. - 8:30 a.m. - breakfast 8:30 a.m. - 9:30 a.m. - program Robert E. Rubin PLENARY SESSION Mr. Rubin had spent 26 years at Goldman and Sachs & Co. in New York City. During his tenure at the White House, Mr. Rubin was a leading advocate for policy actions that met the need for economic development in the Nation's distressed urban and rural areas. Welcome: C. David Campbell, President, McGregor Fund, and Chair, Council of Michigan Foundations, Detroit Greetings: Edsel B. Ford, II, Trustee, The Skillman Foundation and Chair, Detroit 300, Detroit Mr. Rubin now serves as Chairman of the Board of the Local Initiatives Support Corporation (USC) , the nation's leading community development support organization. At the USC Leadership Conference in April, 2001, Mr. Rubin noted that "America has learned a lot about how to help communities rebuild from abandonment, neglect, underinvestment and decay. But those lessons haven't been applied with anything like the requisite scale. And once they are applied, it takes years to accomplish what needs to be accomplished. This is not a task for five, or even ten, or even twenty years. The challenge of the new century is to continue to improve and expand the approaches to community development, and to marshal the n~tional will to provide resources commensurate with the need." Presentation: Julie F. Cummings, Trustee, The Max M. & Marjorie S. Fisher Foundation and Vice Chair Private Foundations, Council of Michigan Foundations, Detroit Response: Dennis Archer, Mayor, City of Detroit, and Trudy DunCombe Archer, judge, 36th District Court, Detroit Introduction: C. David Campbell, President, McGregor Fund, and Chair, Council of Michigan Foundations, Detroit Speaker: Robert E. Rubin, Chairman, Local Initiatives Support Corporation join us as we welcome Mr. Rubin and hear his thoughts on how we can meet the challenge of the 21st century and build community through partnerships. Building Community Through Partnerships A native New Yorker, Robert E. Rubin served as Secretary of the Treasury from 1995 until1999. Prior to joining the White House Administration 1993 as Assistant to the President for Economic Policy, l3 �- Thursday Continued Detroit Area Tours 9:30a.m.- 11:30 a.m. (Advance registration required.) plant also will have wol'ld-class flexibility with assembly lines capable of handling three vehicle platforms and nine different models. Conferees will meet at the Motor Lobby (Valet Parking area) entrance of the Marriott (Renaissance Drive West) to board the shuttle bus for the tour of their choice. This tour is limited to 30 persons. Reservations are on a first-come, first-serve basis. Leader: Monica Martinez, Program Manager, Ford Motor Company Fund Indian Village Home Tour: Indian Village had its beginnings in 1893 when the heirs of landowner, Abraham Cook, (177 4-184 7) formed the Cook Farm Company Limited, whose stated goal was to develop a "first class residential district on a generous scale." The Village has 351 homes, six churches, and two schools built between 1885 and 1966. Most were built between 1895 and 1928 when new construction suddenly stopped a year before the 1929 stock market crash. There are three factors that contribute to the Village's continuing vitality. The first is the Cook Farm Company's insistence on controlling the quality of the homes, their cost, size, and restricting residency to single families. Secondly, the Indian Village Association, formed in 193 7, continues to enforce single-family residency, encourages historic preservation, and works to maintain the neighborhood as a desirable residential area. The third factor is the 1972 designation as a historic district, which sparked renewed interest by lending institutions and insurance companies, as well as attracting new residents. Historic Rouge Auto Plant and its Renewal: Don't miss this one of a kind opportunity - tour Ford Motor Company's historic Rouge Center. Commissioned by Henry Ford in 1917, the complex was designed by Detroit architect, Albert Kahn. During World War I, Ford Motor Company built submarine chasers at the Rouge and by the midl920s the complex was the largest manufacturing center in the world. The first automobile to be completely assembled here, the Model A, was introduced in 1927. In order to move the center into the 21st century, major redevelopments will take place to lay the groundwork for sustainable manufacturing at one of the world's largest and oldest industrial icons. The plan includes numerous pilots of advanced environmental concepts and a new assembly plant with the nation's largest ecologically inspired living roof. The Leader: Stewart McMillin, Resident and Tour Specialist, Indian Village 14 _j �r POSTER SESSIONS CONCURRENT SESSIONS Resource Central, Renaissance Foyer, Level4 9:30 a.m. - 12:00 p.m. 9:45a.m. - 11 :00 a.m. CMF Advisory Cabinet Meeting Brule, Level 5 Learning to Give: Looking for some excellent tools to help you explain that elusive concept of "philanthropy?" Learning to Give has spent two years expanding its Web site to include helpful information and resources for anyone interested in explaining or participating in "the sharing of time, talent and treasure for the common good." Join us for a virtual tour of learningtogive.org. Grantmaking Dilemma - Responding Promptly and Strategically to the Events of September ll Cartier, Level 4 The tragedies of September 11 have reinforced a challenge for grantmakers . How should foundations respond to tragedies - community, national and international? What can grantmakers expect from disaster relief grants? Learn how disasters are intricately tied to community development and explore how you can make reasonably informed grantmaking decisions when responding to a crisis situation. Hear how you can collaborate with international relief organizations, local ethnic communities, and community organizations to offer assistance when tragic events strike near or far. Presenter: Rita Higgins, Marketing & Public Relations, Learning to Give, Muskegon Opening the Future for Michigan's Youth: Computer Challenge is creating opportunities for young people to build computer skills and explore careers in the information economy. Hear the success stories from Ann Arbor High School, Whitmore Lake High School and Ann Arbor Huron High School. Moderator: Elan Garonzik, Civil Society Program Officer, Charles Stewart Mott Foundation, Flint Presenter: David Coupland, Executive Director, Computer Challenge, Ann Arbor CMF's Endorsed D&O Liability Insurance Program: An expense and a necessity. Obtaining the right D&O insurance coverage for your foundation is a challenge. Learn about a new option available to CMF members. Speakers: Rob Buchanan, Director, International Programs, Council on Foundations, Washington, DC; Reverend Julie L. Carey, President, Hillsdale County Critical Incident Stress Management Team, Hillsdale; Richard Dunlap, Program Officer, The Kresge Foundation, Troy Presenter: David Lindberg, Vice President of Finance & Administration, Council of Michigan Foundations, Grand Haven The Power of Information Technology: How It Can Improve Public Health (Two Case Studies) LaSalle, Level 5 Npower: Npower has recently been created in the Detroit area as a service to help you use technology to better serve your communities. Npower's goal is to make information technology a powerful ally for advancing your mission. Did you know that immunization rates among Detroit's children increased by 68% over a two-year period? Did you know that the Internet is used successfully in Detroit to help meet the medical needs of low-income patients? Learn how a state-wide immunization database, part of a national initiative, helped raise immunization rates in Detroit. Observe a demonstration of an Internet-based program developed by a collaborative of Detroit social service providers to better meet the medication needs of their clients. This session is designed to demonstrate and stimulate discussion on how the power of information technology can be harnessed to address serious public health issues. Presenter: Richard K. Rappleye, Vice President for Field Services, Charles Stewart Mott Foundation, Flint IS �Thursday Continued Moderator: Julie Gleason-Comstock, Research Faculty. -vv-ayne State University Department of Community \1edicine, and Coordinator, Marketing and Education, Southeastern Michigan Childhood Immunization Registry, Detroit Moderator/Speaker: Lon L. Swartzentruber, Donor Relations Director, Gr.and Rapids Community Foundation, Gr;md Rapids Speakers: Nancy Riekse Hanenburg, Executive Director, Grand Haven Area Community Foundation, Grand Haven; Robert Koch, Treasurer, Coopersville Area Community Foundation, Coopersville; Jim McCarty, Advisor, Ionia County Community Foundation, Saranac Speakers: Mary Ellen Howard, RSM , Director, St. Francis Cabrini Clinic, Detroit; Daniel C. Lafferty, Director. Southeastern Michigan Childhood Immunization Registry, Detroit Community Foundations: 25 Ways to Market Your Community Foundation Mackinac West, Level 5 Technical Assistance: Assessing Fiscal Health & Managing Effective Programs Richard. Level 5 Discover ways to market your community foundation whether it's large or small in size. This fast-paced session will feature marketing tips and techniques that have .been proven effective at our own Michigan foundations. Ideas will be shared regarding winning Regional Venture Products Campaigns as well as other success stories. Hear these great ideas from your peers. Unlock the mystery of financial statement analysis with an o\·erview of basic statements and related footnotes, and learn how to discuss any concerns with the grant applicant. Then, get real-life advice on the techniques of grant management - including the difference between the possible and the practical, recognizing and avoiding managem ent pitfalls, providing technical assistance, closing out the project, and making use of lessons learned - all from the one who (literally) wrote the book on grantmaking! Moderators: Janet S. Bauer, Executive Director, Four County Community Foundation, Almont; Rita Decker, Co-Executive Director, Sanilac County Community Foundation, Deckerville Moderator: Theresa L. Sondys, Program Officer, Metro Health Foundation, Detroit Corporate Giving: Evaluating & Measuring Programs & Strategies Cadillac, Level 5 Speakers: James Buckley, Manager, Pricewa terhouseCoopers, Detroit; Joel]. Orosz, Distinguished Professor, Johnson Center for Philanthropy, Grand Valley State University and former Program Director, WK. Kellogg Foundation, Grand Rapids Can you justify the value-added benefit of your programs to senior management and provide measurable evidence that they contribute to your company's competitive edge, strategic goals or bottom line? This session will help you follow the key steps in the evaluation process, become familiar with different methods for conducting evaluations, and learn the best practices in evaluation. Community Foundations: How to Create & Sustain a Successful Partnership Between Geographic Affiliates and a Lead Foundation Mackinac East, Level 5 Moderator: Carolyn A. Bloodworth, Secretary/Treasurer, Consumers Energy Foundation, Jackson This session will provide community foundation trustees and staff with the tools needed to create and sustain a successful partnership between a lead foundation and its geographic affiliate fund. The session will also review how to promote sound marketing, fundraising, and grantmaking relationships. Speaker: Steve Rochlin, Director, Research & Policy Development, Boston College Center for Corporation Citizenship, Chestnut Hill, MA 16 �Family Foundations: Trustee Strength Conditioning Marquette, Level 5 LUNCHEON AND KEYNOTE SPEAKER Columbus/Cabot, Levef 4 12:00 p .m . - l:45' p.m. Large or small, staffed or trustee-run, family or independent, foundations sometimes experience difficulties in getting the work done efficiently and having board relations flow smoothly. How can board time be spent more productively? What is expected of a trustee? Having policies and procedures in place for board operations can often defuse stressful situations and improve board communications. Opening presentations will offer suggestions and examples from staffed and trustee-run foundations . This interactive session will gain strength from audience participation. What do you have that works and what do you need? Introduction: Mr. David 0. Egner, President, Hudson-Webber Foundation, Detroit Speaker: William S. White, President, Chairman and Chief Executive Officer, Charles Stewart Mott Foundation, Flint Moderator/Speaker: Marlene]. Fluharty, Executive Director, Americana Foundation, Novi Speakers: John Colina, President, Colina Foundation, Southgate; Sandra Hughes, Chief Knowledge Officer and Senior Governance Consultant, National Center for Nonprofit Boards, Washington, DC William 5. White Independent Foundations: Technology Investments Return to Respectability Nicolet, Level 5 Remaining True to Core Values In his annual message for the Charles Stewart Mott 2000 Annual Report, Mr. White celebrates the foundation's 75 years of "implementing the philanthropic dreams of the remarkable man who had faith in people and believed that every person -always- is in an informal partnership with his or her community. " At a personal milestone himself, marking his 30th anniversary with the foundation (25 years as its President), Mr. White has spent some time this past year reflecting on this organization. He realized that a constant theme throughout its history has been "embracing change while remaining true to core values." Hear from this experienced Michigan grantmaker how important it is for an organization to be constantly looking for ways to renew itself, while maintaining its core principles. The NASDAQ was the darling of the investment world during the last half of the 1990s. In 2000, its declines left investors ready to throw in the towel. Learn where the high tech investment world is heading in 2001 and beyond, so that your organization (and you) can take advantage of the changing nature of this volatile segment of the market. Moderator: Gregory M. Fuller, Vice President, Comerica Bank, Detroit Speaker: Paul Cook, Portfolio Manager, Munder Capital Management, Birmingham CMF Annual Members' Meeting Columbus/Cabot, Level 4 ll:30 a.m. - 12:00 p.m. Presiding: C. David Campbell, President, McGregor Fund, Detroit, and Chair, Council of Michigan Foundations; RobertS. Collier, President, Council of Michigan Foundations, Grand Haven l7 �Thursday Continued POSTER SESSIONS Detroit Area Tours 2:00 p.m . - 3 :45 p.m. (Advance registration required.) Resource Central, Renaissance Foyer, Level 4 2:00 p.m. - 4 ;00 p .m . On the Road to Better Understanding, Acceptance and Peace: Collaboration in Palliative Care Between Arabs and Jews in Israel and the U.S.: Access to home-based palliative care (PS) in Israel is limited. Until recently, no such services existed for Arab and Jewish communities in Israel's northern valleys region. The Detroit Jewish community helped develop this cross-cultural hospice program to serve both Arabs and Jews and to enhance communication and understanding between Arab and Jewish communities in Michigan and Israel. Conferees will meet at the Motor Lobby (Valet Parking area) entrance of the Marriott (Renaissance Drive West) to board the shuttle bus for the tour of their choice. On-Site with IDAs - Self Sufficiency and Asset Building: Held at the Detroit Entrepreneurship Institute (DEI), Detroit - DEI is a nationally recognized microenterprise program and one of 30 IDA Program Sites funded through the recently formed Michigan IDA Partnership (MIDAP) , a statewide initiative to provide asset-building opportunities for low-income families in Michigan. Individual Development Accounts, or IDAs, are simple in concept (a matched savings account), but profound in impact. The State of Michigan Family Independence Agency and the Council of Michiaan Foundations formed the Michigan IDA b Partnership to expand the use of IDAs in Michigan and serve up to 2000 families with IDA accounts over the next four years, more than any other state in the country. How are IDA Programs being implemented in communities throughout Michigan? What is the impact on families and individuals who participate in an IDA program? Finally, are IDAs a viable anti-poverty tool that can serve hundreds and thousands of families in the future? Hear from those with experience about the benefits, potential, and challenges of asset-building programs in achieving greater selfsufficiency for low-income working Michiganders. Presenter: Rabbi E.B . (Bunny) Freedman, Director, . Jewish Hospice & Chaplaincy Network and Barbara Haddad, Jewish Family Service of Metropolitan Detroit, West Bloomfield Healthy Hair begins with a Healthy Body: Beginning in June 1999, the National Kidney Foundation piloted this initiative in 37 Detroit beauty salons. Salon owners talked with their clients about their lifestyles and the possibility of at-risk behaviors. They began a dialog, provided educational materials, urged them to see their health care professional and changed their lifestyles, resulting in changes for over 35% of the women. Presenter: Theresa Sondys, Program Officer, Metro Health Foundation Michigan Virtual University: Operation Upgrade: Over 700 online courses in information and technology and related training are available - free - to Michigan organizations with 25 or fewer employees. Employees can enroll in these flexible, anytime, anywhere learning programs. Leader: Eric Muschler, Director, Michigan IDA Partnership, Council of Michigan Foundations Presenter: Kathryn Davis, Director of Development, Michigan Virtual University 18 �CONCURRENT SESSIONS Building Community Cooperation Mackinac East, Level 5 2:15 p .m. - 3 :30p.m. Explore two major projects in Southeast Michigan that are demonstrating new forms of collaboration between local units of government, neighborhoods, business and industry, numerous nonprofits, and foundations. The GreenWays Initiative, linking greenways through seven counties, and the Automobile National Heritage Area, a new concept in national parks, will do much to improve the quality of life and recreational opportunities for Southeast Michigan and the state. Foundation Center Cooperating Collections Annual Meeting Renoir, Level 4 Michigan's Foundation Center Cooperating Collections supervisors work with grantseekers on a daily basis, providing information on funding sources as well as the grantmaking process. Representatives from these collections are invited to discuss issues of mutual concern and interest. Facilitator: Erika Wittlieb, Coordinator of Cooperating Collections, The Foundation Center, New York, NY Moderator: Steve Hamp, President, Henry Ford Museum and Greenfield Village, Dearborn Speakers: Barbara Nelson-Jameson, Michigan Program Director, Rivers and Trails Program, National Park Service, Sleeping Bear National Lakeshore, Empire; Tom Woiwode, Director, GreenWays Initiative, Community Foundation for Southeastern Michigan, Detroit The Disease Is Not Over: Emerging At-Risk Populations Facing HIV/AIDS LaSalle, Level 5 As long ago as 1996 people were announcing the end of the AIDS epidemic because the drugs available on the market were helping HIV/AIDS patients live longer. The "drug cocktails" were eliminating signs of the virus in many of those infected, and new infection rates seemed to be stagnating. Unfortunately, the AIDS epidemic is not over. In fact, infection rates of the disease are on the rise again. Learn in this workshop about the emerging populations vulnerable to HIV/AIDS infection, including African American, Arab and Latino men and women. The session will explore some of the remedies being utilized to stop the spread and reemergence of HIV/AIDS, and strategies for grantmakers to consider supporting. Bringing "Learning to Give" to Your Community Richard, Level 5 Looking for helpful, "how to" suggestions to encourage philanthropy in your community and bring Learning to Give (LTG) to your schools? This session will introduce ideas and resources that will allow you to easily introduce this excellent program to your educators and their school systems. Experience this program first-hand as a founding LTG teacher demonstrates her "Bio-Poem" lesson. Learning to Give is particularly appropriate at this pivotal time when we need to teach the concepts of tolerance, why people choose to give and the importance of sacrifice for the benefit of the greater community. Moderator: Leonard Smith, President, Ethel and James Flinn Family Foundation, and Chairman, Michigan AIDS Fund, Detroit Moderator/Speaker: Kathryn A. Agard, Executive Director, Learning to Give, Council of Michigan Foundations, Muskegon Speakers: Barbara Murray, Execu tive Director, AIDS Partnership Michigan, Detroit; Elizabeth Weihl, Attorney, Wiener Associates, Lansing; Joe Howard, Public Health Consultant, Michigan Department of Community Health, Detroit Speaker: Valerie Belay, teacher and consultant, Detroit Public Schools, Detroit, and Trustee, Metro Health Foundation 19 �Thursday Continued Technical Assistance: Managing Stress to Your Advantage Nicolet, Level 5 Presenters: Carol Barrett, Consultant, Center for Advancing Community Health, Lansing; Barbara Dryer, Grants Manager, Council of Michigan Foundations, Grand Haven; Donnell S. Mersereau, Director, Community Foundations, Council of Michigan Foundations , Grand Haven Feeling overwhelmed? Everyone is confronted with stress from time to time. It is a fact of our hectic lifestyles as we try to juggle work , family, volunteer activities and, if time permits, leisure activities. This session will help you to better manage stress and turn it to your advantage by: a) identifying stressors ; b) learning coping techniques; and c) realizing the importance of stamina to reduce the impact of stress in the future. Community Foundations: Legal & Tax Issues Update Cartier, Level 4 Learn the latest legal and tax issues facing community foundations. Timely information regarding the following issues will be presented: Fund Agreements (variance power) ; Donor Advised Funds (appropriate control); License to Solicit (Internet implications); Form 990 (on-line implications, public inspection); 569 (a) supporting organizations; raffle ticket I sponsorships (unrelated business tax income); Stock gift receipting; FASB 136 (the aftermath). Moderator: Stephen E. Nedwicki, Vice President, Comerica Bank, Detroit Speaker: judith Martin, Vice President, Comerica, Inc., Detroit Community Foundations: Tobacco Settlement Partnerships Mackinac West, Level 5 Moderator: Mary O'Connor, Vice President of Finance, Community Foundation for Muskegon County, Muskegon Community foundations have benefited from the Tobacco Settlement funds. What have been the successes, issues and problems identified in the first year of operation? Small and large foundations alike will participate in this freewheeling exchange of the past and future of Healthy Youth and Healthy Seniors Funding. What pro-active activities have occurred to promote the program? What new partnerships have evolved in your area? How have senior citizens and youth been brought together in programming and grantmaking activities? How can foundations who have not met their match reach their goals? Network with other community foundations to make the most of your efforts to improve the health of senior citizens and youth in your community. Speaker: Lynne Huismann, Partner, Plante & Moran, LLP, Auburn Hills Supported by The Kresge Foundation Corporate Giving: The Corporate Role in Leading the Social Agenda Cadillac, Level 5 Corporations have a tremendous opportunity to influence investors, customers, employees and their fourth stakeholder- the community. By their very nature, corporations are communities within themselves with the potential to make a strong impact. This session will show how corporations contribute when they provide vision and leadership. Facilitators: Susan Andrus, Vice President, Tuscola County Community Foundation, Munger; Denise Spencer, President & Chief Executive Officer, Midland Area Community Foundation, Midland Moderator: Carol Baker, Trustee, The Community Foundation of the Holland/Zeeland Area Speaker: Kurt Wassink, Executive Director, Pine Rest Foundation, Grand Rapids 20 �Family Foundations: Fundamentals of Investment Policy & Strategy \1arquette, Level 5 software will be utilized to demonstrate the interaction between risk and return, Finally, establishing investor manager guidelines will be discussed, as well as methods for selecting investment managers, and monitoring and measuring their investment performance. Bring all th e foundation's trustees and officers to this informative session for a review of the fundamentals of foundation investing. You will learn about the importance of establishing overall investment policies, including setting the foundation's spending plan. The process of determining the foundation's strategic asset allocation will be explained with its correlation to the foundation's gran tmaking goals. Interactive computer Moderator: Richard Connell, Vice President/Treasurer, CIO, The Skillman Foundation, Detroit Speaker: KC Connors, CFA, Vice President, Jeffrey Slocum & Associates, Inc. , Minneapolis, MN KEYNOTE ADDRESS - BEYOND THE GOLD Cabo t/Columbus, Level 4 -t:OO p.m. - 5:00 p .m . Introduction: Robert F. Long, Program Director, \V K. Kellogg Foundation, Battle Creek Speakers: Jackie Joyner-Kersee & Bob Kersee Together,JackieJoyner-Kersee and Bob Kersee are developing creative new approaches to philanthropy They are engaged in community building in East St. Louis with a distinctive blending of elements of business skills, leadership, culture, and the work ethic required of world-class athletes. They guide their philanthropy with the same commitment that they brought to their athletics, setting the highest standards, applying the dedication needed to exceed the standards, and expecting the same from everyone on their team. Influenced by the added element of their public celebrity, the result is a capacity to bring people, commitments, and resources together in places and ways that have not previously beeri accomplished. jackie ]oyner-Kersee & Bob Kersee Both have been recognized in many ways for their service to community Jackie points to her programs for youth as her greatest accomplishment. She is dedicated to providing leadership to the next generation with the words "develop your character and the rest of your life will develop." When asked about his most important work for the future, Bob refers to his role as the President of the Jackie Joyner-Kersee Charitable Trust and their shared commitment to improving the lives of children. There is much to learn from the methods and strategies of this dynamic philanthropic team. 21 �Host Evening Gala Detroit Science Center 6:00 p.m. - 9:00 p .m. 6:00 p .m . - 6:30 p.m. Conferees will meet at the Motor Lobby (Valet Parking area) entrance of the Marriott (Renaissance Drive West) to board the shuttle buses to the Science Center. 9:00 p.m. - 9:30 p.m. Buses return to the Marriott Hotel Join your colleagues for a wonderful visual and tasty experience at the expanded Detroit Science Center. "Explore the Possibilities" in the newly renovated and expanded 100,000 square foo t, four-level, state-of-the-art facility in the heart of Detroit's Cultural Center. Enjoy a "Taste of Detroit" cocktail reception and strolling dinner as you discover and appreciate science, technology and engineering through the Center's many demonstrations and hands-on exhibits. Reception sponsored by Bank One and Clark Hill, PL. C. You can view the city's best in the new "Celebrate Detroit!" movie in Michigan's only domed IMAX theatre which is 3-1/2 stories tall. The Sparks Theatre and DaimerChrysler Science Stage will feature educational science shows on topics including electricity, weather, rainforests and space exploration throughout the night. Sp ecial entertainment at the Center will be provided by Detroit's internationally acclaimed Mosaic Youth Theater. This multicultural youth theatrical and musical company will perform inspirational sketches from "2001 Hastings St. ," its specially commissioned Detroit 30.0 production. Evening entertainment sponsored by Comerica Bank an its investment partners: Comerica Institutional Trust, Comerica Charitable Foundation, Comerica Securities, Munder Capital Management, Wilson, Kemp & Associate World Asset Management Afterglow Renaissance Club, Tower 200, 36th Floor, Marriott Renaissance 9:30p.m. - 11:00 p.m. Cap off the perfect evening at the Renaissance Club , the "jazz club in the sky, " with the sounds of Detroit'~ jazz pro , Marcus Belgrave. And, indulge on gourmet coffees, cordials and sweets with friends while enjoying panoramic views of Detroit's skyline and Canada. A noted trumpeter, flugelhornist and educator, Marcus Belgrave began performing professionally at age twelvE and at eighteen, he was traveling with Ray Charles. In the late 1960s, he settled in Detroit, contributing his talents to Motown Records. He has performed and recorded with many legendary stars over the span of his career and has become internationally known for his dedicated educational activities. He is responsible for many jazz studies programs in the Detroit area and has inspired and nurtured many young musicians. Sponsored by Ford Motor Company Fund �Friday, November 2, 2001 Conference Registration Open Renaissance Foyer, Level 4 7:00 a.m. - 12:30 p .m. Moderator: Elizabeth Sulli~£ln, Vice President Program, The Kresge Foundation, Troy Speakers: Marcus Owens, Attorney, Caplin & Drysdale, Washington DC; Bill Ballenger, Editor, Inside Michigan Politics, Lansing; C. Patrick Babcock, Director of Public Policy, WK. Kellogg Foundation, Battle Creek :\1INI-PLENARY BREAKFAST SESSIONS 7:45 a.m. - 9:45 a.m. A.ccountability & Performance in Michigan Schools Cartier, Level 4 Prisoner Reentry Do We Have a job for You? Cabot, Level 4 How successful are our schools in meeting public expectations? How should Michigan schools be held accountable and for what should they be held? Who hould set student expectation and performance standards? Through the Institute for Public Policy and Social Research, the Education Policy Center at Michigan tate University asked the citizens of Michigan to respond to questions about accountability and performance. Discuss the survey findings at this session. Thousands of offenders are scheduled to be released from Michigan correctional facilities during the next several years. They have done their time, and now may need some help in fitting back into our communities. Are our communities prepared for their return? How can foundation and corporate grantmakers assist? Discuss strategies for making this a smooth transition for all concerned. _ fo de rator: john Ziraldo, Executive Director, Thompson-McCully Foundation, Plymouth Moderator: Robert W Kahle, Consultant, Kahle Research Solutions, Royal Oak peakers: Dr. Kenneth S. Burnley, Chief Executive Offi ce, Detroit Public Schools, Detroit; David Plank, Director, Education Policy Center, Michigan State Cniversity, East Lansing; Brian Silver, Professor, _ Iichigan State University and Director, Institute for Public Policy and Social Research, East Lansing Speakers: john Feikens, judge, United States District Court, Eastern District of Michigan, Detroit; Alex Montaner, SER Metro-Detroit, Detroit Census Numbers Are In, What Does it Mean For Us? Mackinac, Level 5 Taxes and Term Limits _-\ Washington and Lansing Update Columbus, Level 4 What does the 2000 Census tell us about Michigan's future? What does the decentralization of our economy and suburban life mean for our communities? Can a community that has lost population actually be better off? join in a discussion of the policies needed to build strong cities and metropolitan regions that will benefit all of Michigan as we embrace our future. \Yhat role do taxes play in stimulating charitable giving? With the support of President Bush, the estate tax, the excise tax, the IRA charitable rollover and the charitable non-itemizer have all generated great discussion and even some action on Capitol Hill. While taxes are a hot topic in Washington, term limits are me focus in Lansing as the state prepares for a new oovernor and major turnover in the Senate in 2002. ::>on't miss this frank discussion on why philanthropy needs to be alert to public policy developments in Lansing and Washington. Moderator: Milt Rohwer, President, Frey Foundation, Grand Rapids Speakers: Bruce Katz, Director, Center on Urban and Metropolitan Policy, The Brookings Institution, Washington, DC; Doug Rothwell, President and CEO, Michigan Economic Development Corporation, Lansing 23 �Access to Health Care Special Simulation Ontario Exhibit Hall, East, Level 3 9:00a .m. - 11:30 a.m. Southwest Detroit Tour: Tour one of Detroit's oldest and most diverse neighborhoods. Located just two miles from downtown Detroit, this neighborhood of almost 100,000 people is home to Detroit's largest Latino population, a vibrant business district, and numerous historical landmarks such as St. Anne's Church. Recent efforts by communitybased development organizations such as the Southwest Detroit Business Association, Bagley Housing Association, and Mexicantown Community Development Corporation have helped to stabilize this community by renovating historic facilities, developing new housing, and promoting local culture. join us for a tour that contrasts the old and the new. Because November 2 is El Dia de los Muertos (the Day of the Dead) , the tour will most likely include a stop at a traditional Mexican celebration in honor of this holiday. The first 65 people will have the opportunity to participate in a health access simulation developed by Community Catalyst of Boston. Through guided roleplaying, participants will explore the barriers to health care that uninsured people typically confront, such as poor public transit, endless paperwork, few if any interpreters, and denial of services. This experience will have you wondering what it is you have to do to get beyond the waiting area in the Emergency Room! You will leave with specific ideas on how grantmakers can make a difference by dealing with "health access. " Moderator: Nora Maloy, Senior Program Officer, Blue Cross Blue Shield of Michigan Foundation, Detroit Leader: Karen Brown, Program Manager, Detroit Community Development Funders' Collaborative Speakers: Deborah Katz, Health Policy Analyst/Organizer, Community Catalyst, Boston; Beverley McDonald, Chair, Michigan Consumers Health Care Coalition, Berkley; Patience Drake, Michigan Consumers Health Care Coalition, Lansing CONCURRENT SESSIONS 10:15 a.m. - 11:30 a.m. When Children Have Their First Drink Before Birth LaSalle, Level 5 Detroit Area Tour 8:30a.m.- 11:30 a.m. (Advance registration required.) Latest research states that four drinks over four hours can cause birth defects and permanent changes in the way a child's brain develops. This workshop will describe the signs and symptoms of Fetal Alcohol Syndrome and Alcohol Related Neurodevelopmental Disorder (FAS/ARND) and will explain the difficulties parents face in obtaining a diagnosis. Workshop participants will be challenged to help remove multiple barriers parents face in obtaining help for their children. FAS/ARND is a lifetime health and social problem that is 100% preventable. Conferees will meet at the Motor Lobby (Valet Parking area) entrance of the Marriott (Renaissance Drive West) to board the shuttle bus for their tour. Moderator: Gerald Knight, Presiden t, SpeckhardKnight Charitable Foundation, Ann Arbor Speakers: Drucilla Daniels , Child Care Coordinating Council of Detroit/Wayne County, Inc., Detroit; Barbara Wybrecht, Consultant/Trainer, Michigan Department of Community Health, Grand Rapids 24 �,..... .I ri Keeping the Mission - Rethinking the Organization: Partnerships for Successful Transition Michelangelo, Level 4 Community Foundations: Spending Policies In Today'~ Economy Nicolet, Level 5 What do nonprofit organizations need to be effective and efficient in the new economy? What does it take for an existing or new nonprofit to structure itself for effectiveness with technology as part of the new playing field? Representatives will talk about how they worked together to build capacity, focus on core services and collaborate for non-core services and realign their missions using enabling technology. The ever-changing economy causes community foundations to continually assess their spending policies. This session will explain reasons to review your policy, and offer insight on possible changes . This discussion will be an "experience exchange" so be prepared to discuss your spending policy. Moderator: David R. Lindberg, Vice President, Finance and Administration, Council of Michigan Foundations, Grand Haven Moderator: Katherine Willis, President, Cyberstate.org, Ann Arbor Speakers: Daniel J. Cline, Legal Counsel, Currie Kendall Polasky Meisel, Midland; Duane L Tarnacki, Partner, Clark Hill, PLC. , Detroit Speakers: Kristen Conte, Vice President of Finance and Accounting, Eugene and Agnes E. Meyer Foundation, Washington, DC; Trabian Shorters, President, Technology Works for Good, Washington, DC Corporate Giving: Corporate Sponsorship in a New Millennium Richard, Level 5 Community Foundations: Help! I'm a New Trustee on a Community Foundation Board Cadillac, Level 5 With the onset of a new millennium, new CEOs, mergers , and a mixed economy, what challenges and opportunities are in the fu ture regarding corporate sponsorship? What have we learned from past experience? Where do we go from here? This session will cover corporate sponsorship from marketing topics and themes to media coverage and corporate impact measurement results. Learn from an experienced team of panelists the "how" and "why" of successful marketing avenues and corporate image. Congratulations , you are a new trustee! Now, what is expected of you? What are the three W 's? Which one are you? Do you have to raise money? If these questions are plaguing you , then this is the session for you. Executive Directors and board members will answer your questions in a presentation that comes from their personal experiences. The session will include a question and answer period that will provide you with the information that will allow you to go back to our community and make things happen "For good. For ever." Moderator: Marilyn Graham, Interim Vice President and Secretary, DaimlerChrysler Corporation Fund, Detroit Moderator: Rita Decker, Co-Executive Director, Sanilac County Community Foundation, Deckerville II! l'i Speakers: Karla Hall, Secretary, DTE Energy Foundation, Detroit; Lynn Feldhouse, former Vice President and Secretary, DaimlerChrysler Corporation Fund, Detroit Speakers: Susan Andrus , Vice President, Tuscola County Community Foundation, Munger; Peter J. Christ, Consultant, Council of Michigan Foundations and Past President, Battle Creek Community Foundation, Battle Creek; William Coyne, C-Chair, Sanilac County Community Foundation, Sandusky; Linda Kelke , Co-Chair, Sanilac County Community Foundation, Sandusky 25 �, - -Friday Continued Family Foundations: Running the Office Without Running in Circles Marquette, Level 5 sification has on rates of return. In addition, our speakers will outline the~types of investments available to various size foundations and the costs/benefits associated with this type of diversification. Large or small, there are certain tasks that all foundations need to do. When time is at a premium, how do we run the office without running ourselves ragged? Come explore the newly developed "Foundation in a Box." These materials, developed by the Association of Small Foundations and the Philanthropy Roundtable, and funded by the WK. Kellogg Foundation, were designed to take the stress out of office management while ensuring compliance with legal and ethical standards. If your office runs with a small staff - or none at all - this is for you. What do you do that makes your tasks easier? Bring some examples and share your good ideas! At least half of the session will be interactive questions and suggestions from the audience. We can learn lots from "the box" and from each other! Moderator: Amy B. Coleman, Director of Accounting, The Kresge Foundation, Troy Speakers: Michael Leon, Vice President - Personal Financial Planning, Northern Trust Bank, Chicago; David A. Salem, President & CEO, The Investment Fund for Foundations, Charlottesville, VA A Special Opportunity for Experienced Program Staff Greco, Level4 IO:l5 a.m . - 11:30 a.m . Join Bruce Katz , Director, Center on Urban and Metropolitan Policy, The Brookings Institution, for a discussion on collaboration and regionalism. What roles can grantmakers play in dealing with traditional boundaries? Moderator: Joel]. Orosz, Distinguished Professor, Johnson Center for Philanthropy, Grand Valley State University and former Program Director, WK. Kellogg Foundation, Grand Rapids Speakers: Nancy Colina, Director, Colina Foundation, Southgate; Marlene]. Fluharty, Executive Director, Americana Foundation, Novi; Charles Scott, Executive Director and Chief Executive Officer, Association of Small Foundations, Bethesda, MD Moderator: Lois R. DeBacker, Program Officer, Charles Stewart Mott Foundation, Flint Speaker: Bruce Katz, Director, Center on Urban and Metropolitan Policy, The Brookings Institution, Washington, DC Independent Foundations: Are You Looking for an "Alternative" Asset Class? joliet, LevelS Are you interested in diversification beyond traditional stocks and fixed income investments? Fund of fund investments in private equity/venture and hedge funds may be the answer. This session will provide information on current trends and allocations among various sizes of foundations and the impact this diver- 26 �LUNCHEON AND KEYNOTE Columbus/Cabot, Level 4 12:00 p.m. - 2:00p.m. Commitment to Excellence featuring Pat Mitchell and William Greaves Moderator: C. David Campbell, President, McGregor Fund and Chair, Council of Michigan Foundations, Detroit Introduction: Kari Schlachtenhaufen, President, The Skillman Foundation, Detroit Speakers: Pat Mitchell William Greaves tary, "Ralph Bunche: An American Odyssey" A native of Detroit, in 1950 Bunche became, as Undersecretary General of the United Nations, the first person of color to receive the Nobel Peace Prize. In an interview with The Christian Science Monitor, Greaves noted his fascination with Bunche's determination to use his talents in ways that would help others. Pat Mitchell, President, Public Broadcasting System William Greaves, Filmmaker News reporter, anchor, talk show host and award winning producer, Pat Mitchell has had a distinguished career in television. She is now President of the Public Broadcasting System (PBS), the nation's largest and only noncommercial broadcasting service with 346 member stations. The Chair of PBS commented on how fortunate PBS is to have someone with her vision to lead the organization at a time of great change in the media landscape. Pat Mitchell and William Greaves share a deep commitment to public service and to excellence in their work. In reflecting on the tragedies of September 11, they will share their thoughts on how grantmakers can honor the past and embrace the future with a shared commitment to excellence. Gifted artist, actor, producer and filmmaker, William Greaves recently completed the acclaimed documen- Supported by the Hudson-Webber Foundation and the Dorothy A. johnson Educational Fund 27 �Acknowledgements American Axle & Manufacturing Detroit Symphony Orchestra Ameritech Detroit Tigers Bank One Detroit Zoological Society Blue Cross Blue Shield of Michigan Foundation Fifth Third Bank Bodman, Longley & Dahling LLP Ford Motor Company Fund Charlevoix County Community Foundation General Motors Foundation Clark Hill, PLC. Hudson-Webber Foundation Comerica Bank and its investment partners Comerica Institutional Trust Comerica Charitable Foundation Comerica Securities Munder Capital Management Wilson, Kemp & Associates World Asset Management The Jewish Fund WK. Kellogg Foundation Community Foundation for Southeastern Michigan Lovelight Foundation Consumers Energy Foundation McGregor Fund DTE Energy Foundation Metro Health Foundation, DaimlerChrysler Corporation Fund Michigan Community Foundations' Ventures DENSO International America, Inc. New Detroit DeRoy Testamentary Foundation The Pistons-Palace Foundation Detroit 300 Public Benefit Corporation Detroit Lions, Inc. Public Sector Consultants Detroit Metro Convention & Visitors Bureau Shaevsky Family Foundation Dorothy A. Johnson Educational Fund KeyCorpNictory Capital Management The Kresge Foundation The Skillman Foundation 28 �_I ., CMF 29th Annual Conference Program Committee Honorary Co-Chairs: Dennis Archer, Mayor, City of Detroit Glen jack, Executive Director, Michigan AIDS Fund, Southfield ~ Trudy Duncombe Archer, judge, 36th District Court, Detroit Judith D. jackson, Vice President/COO, Detroit Youth Foundation, Detroit Program Co-Chairs: Camille Johnson, Executive Director, Lovelight Foundation, Detroit julie F Cummings, Trustee, Max M. and Marjorie S. Fisher Foundation, Detroit Wendy Kemp , Community Relations Specialist, Kmart Corporation, Troy David 0. Egner, President, Hudson-Webber Foundation, Detroit Gerald Knight, President, Speckhard-Knight Charitable Foundation, Ann Arbor Committee: Susan Andrus, Vice President, Tuscola County Community Foundation, Munger Brian Lee, Vice President, Fifth Third Bank, Troy James E. McHale, Assistant Vice President, WK. Kellogg Foundation, Battle Creek Tamara R. Bailey, Vice President, Northern Trust Bank, FSB, Grand Rapids Stephen E. Nedwicki, Vice President, Comerica Bank, Detroit Carol Baker, Trustee, The Community Foundation of the Holland/Zeeland Area Mark E. Neithercut, Vice President, Program, Community Foundation for Southeastern Michigan, Detroit janet S. Bauer, Executive Director, Four County Community Foundation, Almont Maureen Nicholson, Executive Director, PetoskeyHarbor Springs Area Community Foundation, Petoskey Amy B. Coleman, Director of Accounting, The Kresge Foundation, Troy john Colina, President, Colina Foundation, Southgate Mary J. O'Connor, Vice President of Finance, Community Foundation for Muskegon County, Muskegon Nancy Colina, Director, Colina Foundation, Southgate Richard Connell, Vice President & Treasurer, CIO , The Skillman Foundation, Detroit jodee Fishman Raines , Director, The Jewish Fund, Bloomfield Hills Rita Decker, Co-Executive Director, Sanilac County Community Foundation, Deckerville Kay A. Smith, Trustee, Mt. Pleasant Area Community Foundation, Mt. Pleasant Lynn Ferrell, Program Officer, Frey Foundation, Grand Rapids Theresa Sondys, Program Officer, Metro Health Foundation, Detroit Marlene]. Fluharty, Executive Director, Americana Foundation, Novi Elizabeth A. Stieg, Executive Director, The Carls Foundation, Detroit Elan Garonzik, Program Officer, Charles Stewart Mott Foundation, Flint Elizabeth C. Sullivan, Vice President- Program, The Kresge Foundation, Troy Marilyn Graham, Interim Vice President & Secretary, DaimlerChrysler Corporation Fund, Auburn Hills Lon Swartzentruber, Donor Relations Director, Grand Rapids Community Foundation, Grand Rapids Lisa Hamway, Director, Corporate Contributions, Ameritech, Detroit Robin Terry, Gordy Foundation, Inc., Southfield 29 �29th Annual Conference Host Committee Andrea Leistra, Portfolio Manager, Munder Capital Management, Birmingham Co-Chairs: Glenn F Kossick, Executive Director, Metro Health Foundation, Detroit Maud Lyon, Executive Director, Detroit 300, Detroit Lorna G. Utley, President, General Motors Foundation, Detroit Nora Maloy, Senior Program Officer, Blue Cross Blue Shield of MI Foundation, Detroit Committee: Florine Mark, Trustee, Community Foundation for Southeastern Michigan, Farmington Celia Bobrowsky, Tigers Care Director, Detroit Tigers, Detroit Monica L. Martinez , Program Manager, Ford Motor Company Fund, Dearborn Andrea M. Cole, Assistant Vice President, The Skillman Foundation, Detroit Latitia McCree, Director of Programs, Public Benefit Corporation, Detroit James Dauer, Director of Foundation & Government Support, Detroit Symphony Orchestra, Detroit Mark E. Neithercut, Vice President, Program, Co.mmunity Foundation for Southeastern Michigan, Detroit Lynn A. Feldhouse, former Vice President and Secretary, DaimlerChrysler Corporation Fund, Auburn Hills Tim Pendell, Director of Community Relations, Detroit Lions, Inc., Pontiac Ina Fernandez , Senior Portfolio Management, Munder Capital Management, Birmingham J odee Fishman Raines, Director, The Jewish Fund, Bloomfield Hills Gregory M. Fuller, Vice President Institutional Trust, Comerica Bank, Detroit Lois Shaevsky, Manager, Shaevsky Family Foundation, Bloomfield Hills James M. Graham, Contributions Program ManagerEducation, Ford Motor Company, Dearborn Duane L. Tarnacki, Partner, Clark Hill, PL. C., Detroit Rachelle Propson Tyshka, Attorney, Bodman, Longley & Dahling LLP, Detroit Elizabeth Greaves-Hoxsie, Program Officer, Blue Cross Blue Shield of Michigan Foundation, Detroit Karla Hall, Secretary, DTE Foundation, Detroit Sandra Ulsh, Vice President/Executive Director, Ford Motor Company Fund, Dearborn Lisa Hamway, Director, Corporate Contributions, Ameritech, Detroit Dawn Uranis, Corporate Relations Representative, American Axle & Manufacturing, Detroit Steven M. Horn, Chief Operating Officer, Detroit Zoological Society, Royal Oak Susan Urban, Vice President of Development, New Detroit, Detroit Harry L. Hunter, Relationship Manager, Bank One, Detroit Gregg Vvatkins, Trustee, DeRoy Testamentary Foundation, Bloomfield Hills Lynn Hutzel-Visel, Vice President, Key Corp Foundation, Ann Arbor Barbara Wertheimer, Public Relations , DENSO International America , Inc., Southfield Camille Johnson, Executive Director, Lovelight Foundation, Detroit Donald G. Williamson, Director of Finance & Administration, McGregor Fund, Detroit Wally Klein, Trustee, Charlevoix County Community Foundation, Bloomfield Hills Molly Wilson, Vice President Institutional Services, Fifth Third Bank, Troy 30 �CMF Board Of Trustees And Officers Chair: C. David Campbell, President, McGregor Fund, Detroit Donald R. Parfet, Treasurer, Donald and Ann Parfet Family Foundation, Kalama~oo Vice Chair- Private Foundations: julie F Cummings, Trustee, The Max M. and Marjorie S. Fisher Foundation, Detroit William C. Richardson, President and CEO, W K. Kellogg Foundation, Battle Creek Margaret A. Riecker, President, Herbert H. and Grace A. Dow Foundation, Chair, Harry A. & Margaret D. Towsley Foundation, Midland Vice Chair- Community Foundations: Diana R. Sieger, President, Grand Rapids Community Foundation, Grand Rapids Kari Schlachtenhaufen, President & Secretary, The Skillman Foundation, Detroit Treasurer & Secretary: Richard K. Rappleye, Vice President for Field Services, Charles Stewart Mott Foundation, Flint Gerald K. Smith, President & Chief Executive Officer, Detroit Youth Foundation, Detroit President: Robert S. Collier, President, Council of Michigan Foundations, Grand Haven Maureen H. Smyth, Vice President-Programs, Charles Stewart Mott Foundation, Flint Neeta M. Delaney, President, The jackson County Community Foundation, jackson Ira Strumwasser, Executive Director & Chief Executive Officer, Blue Cross Blue Shield of Michigan Foundation, Detroit Herbert D. Doan, President, The Herbert & Junia Doan Foundation, Chair, Herbert H. and Grace A. Dow Foundation, Midland Elizabeth C. Sullivan, Vice President-Program, The Kresge Foundation, Troy John M. Frey, Chairman, Frey Foundation, Charlevoix S. Martin Taylor, Senior Vice President, DTE Energy, President, DTE Energy Foundation, Detroit Ralph]. Gerson, Executive Vice President, Guardian Industries Corporation, Auburn Hills Amanda Van Dusen, Principal, Miller, Canfield, Paddock and Stone, PL. C., Detroit Allan D. Gilmour, President, The Gilmour Fund, Birmingham Lloyd]. Yeo, President, Wickson-Link Memorial Foundation, Saginaw James E. Greene, Director, Community Relations and Contributions, Pharmacia Foundation, Kalamazoo Advisory Cabinet Chairman: Russell G. Mawby, Chairman Emeritus, WK. Kellogg Foundation, Augusta Richard T. Groos, Trustee, Barry Community Foundation, Hastings Gilbert Hudson, Chairman, Hudson-Webber Foundation, Detroit Ann K. Irish, President & Trustee, Elizabeth E. Kennedy Fund, Trustee, Earhart Foundation, Harbor Springs Olivia P Maynard, Trustee, Les Cheneaux Area Community Foundation, Flint ' 31 �CMF Anvisory Cabinet Chair: Russell G. Mawby, Chairman Emeritus, WK. Kellogg Foundation, Augusta james R. Kettler, Vice President, james A. Welch Foundat ion, Flint Elizabeth H. Binda, President, Guido A. & Elizabeth H. Binda Foundation, Battle Creek Donald A. Lindow, Vice President, Wilson, Kemp & Associates, Detroit William C. Brooks, Trustee, Community Foundation for Southeastern Michigan, Detroit john E. Marshall, III , President/CEO/Trustee, The Kresge Foundation, Troy Nancy Feller, Associate General Counsel, Ford Foundation, New York Mariam C. Noland, President, Community Foundation for Southeastern Michigan, Detroit Robert A. Fisher, President, Frank and Mollie VanDervoort Memorial Foundation, East Lansing Helen M. Philpott, Board Member, Community Foundation of Greater Flint, Flint Mary Caroline Frey, The Nokomis Foundation, Grand Rapids john W Porter, Trustee, Charles Stewart Mott Foundation, Ann Arbor Nicholas M. Gabriel, Treasurer & Director, Financial Services, Ford Foundation, New York Carl F Reitz, Trustee, Besser Foundation, Cocoa, FL Leonard W Smith, President, Ethel and james Flinn Family Foundation, Detroit judith S. Hooker, Trustee, Robert L. & Judith S. Hooker Foundation, Grand Rapids Margaret T. Smith, Trustee Emeritus, The Kresge Foundation, Birmingham James R. Jenkins , Senior Vice President & General Counsel, Deere & Company, Moline, IL Peter P Thurber, President, David M. Whitney Fund, Detroit Dorothy A. Johnson, President Emeritus, Council of Michigan Foundations, Grand Haven Stephen E. Upton, Chairman & Trustee, Frederick S. Upton Foundation, St. joseph Patricia B. Johnson, Vice Chair, Community Foundation for Muskegon County, Muskegon Peter M. Wege, President, The Wege Foundation, Grand Rapids Ted L. johnson, President Emeritus , Fremont Area Community Foundation, Fremont Howard D. Kalleward, Vice President, Dorothy U. Dalton Foundation, Portage · WilliamS . White, President and CEO , Charles Stewart Mott Foundation, Flint Kate Pew Wolters, Chairman, Steelcase Foundation, Grand Rapids Colleen D. Keast, Group General Manager, Bose Corporation, Framingham, MA 32 �General Information Parking Options All parking fees are subject to rate increase Meeting Room Space Meeting room assignments ~re made based on prior experience with session attendance patterns. If your session is overcrowded, we apologize for the inconvenience and welcome your suggestions as to how we might make these judgments differently in the future. Thank you in advance for your patience and understanding. Valet Parking - located at the hotel entrance, NEW rate is $15.00 per day for guests, with in/out privileges. Center Garage - located directly across from the Marriott Lobby Entrance, the rate is $14.00/per day maximum. Tours Port Atwater - accessible from Beaubien Street near Tower 200, the rate is $9 .00/per day maximum. All tours will depart and return from the Motor Lobby (Valet Parking area) entrance of the Marriott, located on Renaissance Drive West. Tour facilitators will meet participants at the entrance. Tour participants should arrive no later than 15 minutes prior to the start of their tour. Hotel Check-in I Check-out Policy Guest check-in time is 3:00p.m; however, early arrivals will be accommodated based on availability. Check-out time is 12:00 p.m. Luggage can be stored with the bell captain. Message Center The Message Center is located near the Registration Desk in the Renaissance Foyer, Level 4 , and is accessible during conference registration hours. Conference registrants are urged to check the message board on a regular basis. Special Needs In compliance with the ADA, CMF will make all reasonable efforts to accommodate persons with disabilities at this conference. If you need assistance or if you have dietary restrictions that you did not note on the conference registration form, please see the CMF personnel at the conference registration area and we will make every effort to accommodated your request. Smoking Policy For the comfort and health of all attendees, smoking is not permitted at any CMF function. This includes general sessions, concurrent sessions, luncheons, receptions and dinners. Conference Registration Registration Hours: Council of Michigan Foundations One South Harbor Ave., Suite 3 Grand Haven, MI 49417 Phone: 616-842-7080 Fax: 616-842-1760 E-mail: cmf@cmif.org www.cmif.org Wednesday, October 31 , 2001 9:00 a.m. - 7:00p.m. Thursday, November 1, 2001 7:00a.m. - 7:00p .m. Friday, November 2, 2001 7:00 a.m. - 12:30 p.m. Detroit Office: 600 Renaissance Center, Suite 1770 Detroit, MI 48243-1801 Phone: 313-568-7994 Fax: 313-568-1102 E-mail: showbert@aol.com Conferees may pick up their meeting packets at the Registration Desk, located in the Renaissance Foyer, Level 4, of the hotel. 33 �Cjn1nO_HoteL. - \ l ACK!~AC lSLA ~ D m i t II i !I tA 11 Come to the Island! CMF's 30th Annual Conference will be held at the Grand Hotel on Mackinac Island Monday, September 30 - Wednesday, October 2, 2002 34 �About the Council of Michigan Foundations The Council of Michigan Foundations (CMF) is a nonprofit association of over 490 Michigan foundations and corporations, which make grants for charitable purposes. As a membership organization, our mission is to enhance, to improve and to increase philanthropy in Michigan. 35 �Detroit Marriott Renaissance Center ONTARIOExmBITHAll • ~· .. II! I 0 IJ:£~ . LklS~m~ i i n±liB WEST • 6fl-fll I i I I· exT] EAST SERVICE 'l I I I G?~ I ! I 'r" ELEVA~ I ! ! I _i_J__J LL_l_l___ l l ! ! .! II I! ~ ' -~ L~--' • • ! Jl-.->-r'-----r-L---' DL__J_____j__ • MACKINAC BALLROOM I I I I I • • • RENAISSANCE FOYER I WEST : EAST I I I • I • ----------~--------- 4th Level 3rd Level 5th Level � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2001_AC_Program Title A name given to the resource Council of Michigan Foundations 2001 annual conference program Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations 2001 annual conference program. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50391 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001 https://digitalcollections.library.gvsu.edu/files/original/7627ea190f5d70769935206b8cfa3300.pdf 0b79d689e30e53495f72139847122e83 PDF Text Text Council of Michigan Foundations 29th Annual Conference October 31- November 2, 2001 Marriott Renaissance, Detroit Honoring the Past, Embracing the Future Conference Highlights and Registration Kit �29th Annual Conference Honorary Chairs Mayor Dennis Archer and Judge Trudy Archer We are pleased to recognize Mayor Archer and]udge Archer for their many contributions to increasing philanthropy. Mayor Archer has created an important legacy through his partnership with Detroit funders on such projects as the Detroit Community Development Funders Collaborative. judge Archer exemplifies a model of service in her work as a trustee of the Community Foundation of Southeastern Michigan. �Featured Speakers Robert E. Rubin Chairman Local Initiatives Support Corporation Edsel B. Ford II Trustee, The Skillman Foundation Chairman, Detroit 300 William Greaves Executive Producer, Director, & Writer "Ralph Bunch: An American Odyssey" jackie joyner-Kersee, Chair of the Board and Robert Kersee, President jackie ]oyner-Kersee Charitable Trust Pat Mitchell President Public Broadcasting System William S. White President & CEO Charles Stewart Mott Foundation �lease join us at the Council of Michigan Foundations' 29th Annual Conference, October 31 - November 2, 2001 at the Detroit Marriott. This philanthropic city is a fitting host for the 2001 Annual Conference, and we look forward to joining Detroit grantmaking colleagues in celebration of their city's 300th year. P What's in Store for this Year • More than SO sessions focused on effective grantmaking • Four plenary sessions • Ei,ght mini-plenary sessions • Six poster sessions • Four networking peer luncheons The Conference will bring together grantmakers from across the state for networking and educational opportunities as we explore the theme "Honoring the Past, Embracing the Future. " As decision makers in philanthropy, grantmakers care deeply about making thoughtful, creative, and effective contributions to the people and communities we serve. Over SO sessions will examine innovative program issues, and new approaches to philanthropy. As the public and media pay closer attention to philanthropic institutions, grantmakers are testing new ways to work with nonprofit groups, to communicate the results of their grants and to support the development of leaders who work for social progress. The slate of plenary speakers includes Robert E. Rubin, Pat Mitchell, WilliamS. White, Jackiejoyner-Kersee and Bob Kersee, and William Greaves. • New member reception • Exciting host tours • Cyberspace Cafe • Networking opportunities Who Should Attend • Donors • CEOs and other executives • Corporate representatives and giving officers • Executive directors and managers • Program officers and staff • Trustees • Board members The Conference program was developed by more than SO of your colleagues under the leadership of Julie F. Cummings, trustee of the Max M. &: Marjorie S. Fisher Foundation, and David 0. Egner, president of the Hudson-Webber Foundation. Special events planned by the Host Committee, chaired by Lorna Utley, president of General Motors Foundation, and Glenn F. Kossick, executive director of Metro Health Foundation, provide an opportunity to see how the Detroit community is working together to make a difference. Exciting site tours showcase projects funded by the grantmaking community in Detroit. Whether you are a family, independent, community or corporate foundation or giving program CEO, donor, trustee, officer, director or staff member, you will find the slate of programs and activities at the 29th Annual Conference designed for you! • Foundation administrators • Bankers, attorneys, and accountants • Spouses and guests of members and non-members Conference 2001 will prove invaluable for foundations and corporations of all sizes, old and new, including: • Community foundations • Corporate foundations • Corporate giving programs • Family foundations • Operating foundations • Private foundations • Public foundations • Banks and trust companies managing trust funds You can register on-line or by fax. • Consultants and legal counsel registered by the foundations they serve • �, October 31, 2001 Registration 9:00 a.I)l. - 7:00p.m. Tours Focus: HOPE Greater Downtown Economic Development 21st Century Education at the Henry Ford Academy Music in the City 9:00 a.m . - 12:00 p .m . Pre-Conference Meetings CMF Board of Trustees Meeting Community Foundation: CEO's Meeting Community Foundation: ProNet Meeting Community Foundation: Directors/Officers Meeting FIMS User Group Meeting First Pearl Meeting Gifts for Windows User Group Meeting 9:30 a.m. - 11:30 a.m. Peer Networking Luncheons Community Foundations Corporate Foundations hosted by DTE Energy Foundation Family Foundations Independent Foundations/Public Foundations hosted by The Skillman Foundation 12:30 p .m. - 1:30 p .m. Tours Museum of African American History Comerica Park and Ford Field 1:30 p.m. -3:30p.m. Concurrent Sessions Preserving The Old To Insure The Future Making Communities "Elder Friendly" Psst, Wanna Tip? The Message & the Media! CF: Review of the Basics CF: Planned Giving: What Is It? CG: Managing Change During Mergers & Reorganizations FF: Team-Work & Family-Work! 2:00p.m.- 3:15p.m. Mini-Plenary Sessions Crossing the Quality Chasm: A New Health System Old Economy, New Economy The Congregation as a Service Provider Trusteeship: Helping Boards Embrace The Future 3:30 p.m. - 4:45 p.m. "Tea with the Authors" featuring special books produced in honor of Detroit's 300th birthday. 4:45 p.m. -5:30p.m. • �Wednesday, October 31, 2001 (continued) Opening Reception -meet the new members -renew acquaintenances -network with colleagues hosted by Old Kent/Fifth Third and Consumers Energy 6:00 p._m. -7:00p.m. Dinner and Evening Program featuring Civic jazz Orchestra 7:15p.m. - 9:30p.m. and Brazeal Dennard Chorale hosted by DaimlerChrysler Corporation Fund and KeyCorpNictory Capital Management GM World Afterglow 9:30p.m.- 11:00 p.m. hosted by General Motors Foundation Thursday, November 1, 2001 Plenary Breakfast Honoring CMF's 29th Annual 7:30a.m.- 9:30a.m . Conference Honorary Chairs Mayor Dennis Arche:r & Judge Trudy Archer PLENARY KEYNOTE Building Community Through Partnerships featuring Robert E. Rubin Tour Historic Rouge Auto Plant and its Renewal Tours Indian Village Home Tour Black Churches - Strengthening Communities A Mini-Melting Pot: The Acculturation of Russian jews 8:30 a.m. - 11:30 a.m. 9:30 a.m. - 11:30 a.m. �day, November 1, 2001 (continued) Concurrent Sessions 9:45 a.m. - 11:00 a.m. Grantmaking Dilemma - Responding to the Urgent Request . The Power of Information Technology: How It Can Improve Public Health Assessing Fiscal Health &:. Managing Effective Programs CF: How to Create&:. Sustain Successful Partnerships CF: 25 Ways to Market Your Community Foundation CG: Evaluating &:. Measuring Programs &:. Strategies FF: Trustee Strength Conditioning IN : Technology Investments - Return to Respectability CMF Annual Members' Meeting 11:30 a.m. - 12:00 p.m. LUNCHEON KEYNOTE Remaining True to Core Values featuring William S. White 12:00 p.m.- 1:45 p .m. Tours City Revitalization in Harmonie Park Walk &:. Squawk Performance Project Tour/Session Detroit Entrepreneurship Institute 2:00 p.m. - 3:45 p.m. Concurrent Sessions The Disease Is Not Over: HIV/AIDS Building Community Cooperation Learning to Give: How to Help Create a More Civil Society Managing Stress to Your Advantage CF: Tobacco Settlement Partnerships CF: Legal&:. Tax Issues Update CG: The Corporate Role in Leading the Social Agenda FF: Fundamentals of Investment Policy&:. Strategy 2:15p.m.- 3:30p.m. KEYNOTE ADDRESS Beyond the Gold featuringjackiejoyner-Kersee &:. Bob Kersee 4:00 p.m. - 5:00 p.m. 6:00p.m. - 9:00p.m. Host Evening Gala/Detroit Science Center featuring Mosaic Youth Theatre Reception hosted by Bank One and Clark Hill Evening & entertainment hosted by Comerica & Affiliates and Munder Capital Investments Afterglow/Renaissance Club hosted by Ford Motor Company Fund 9:30 p.m. - 11:00 p.m. • �• Mini-Plenary Breakfast Sessions Accountability & Performance in Michigan Schools Taxes: A Stimulant for Philanthropy Welcome Back: Putting New Neighbors To Work Census Numbers Are In, What Does it Mean For Us? 7:45 a.m.- 9:45 a.m . Special Simulation 9:00a.m.- 11:30 a.m. Offered to only 65 participants, this unique interactive simulation on Health Access has been developed by Community Catalyst of Boston and the Michigan Consumer Health Care Coalition. Tour Architecture of the Cranbrook campus 8:30 a.m. - 12:00 p.m. Tours Edsel & Eleanor Ford Home Southwest Detroit- A Revitalized Detroit NeighbL"~rhood Underground Railroad Sites 8:30a.m. - 11:30 a.m . Concurrent Sessions 10:15 a.m.- 11:30 a.m. Impact of Addictions In All Systems Keeping the Mission - Rethinking the Organization: Partnerships for Successful Transition CF: Help! I'm a New Trustee on a Community Foundation Board CF: Spending Policies In Today's Economy CG: Corporate Sponsorship in a New Millennium FF: Running The Office Without Running in Circles IN: Are You Looking for an "Alternative" Asset Class? Treatment or Prison? Reaching Our Troubled Youth 10:15 a.m.- 11:30 a.m. A Special Opportunity for Experienced Program Staff Join Bruce Katz, Director, Center on Urban and Metropolitan Policy, Brookings Institution, for a discussion on collaboration and regionalism. What roles can grantmakers play in dealing with traditional boundaries? LUNCHEON KEYNOTE Commitment to Excellence featuring William Greaves and Pat Mitchell • 12:00 p.m. - 2:00 p.m. �(Advance registration is required on all tours). Conferees will meet at the lobby entrance of the Marriott (Renaissance Drive) to board the shuttle bus to take the tour of their choice. Wednesday, October 31 , 2001 9:30 a.m . - 12:00 p .m . Focus: HOPE is a non-profit, civil and human rights organization located in Detroit, Michigan. Co-founded in 1968 in the wake of the 1967 Detroit riots by Father William T. Cunningham [1930-1997] and Executive Director Eleanor M. Josaitis, Focus: HOPE unites a multicultural community in intelligent and practical efforts to overcome injustice and build racial harmony. Focus: HOPE's education and training programs are designed to move individuals facing poverty into the economic mainstream. The programs are so successful that Focus: HOPE has become a model for urban revitalization. When visiting Focus: HOPE you'll see the Centers of Opportunity including: First Step/Fast Track Programs Machinist Training Institute Information Technologies Center Center for Advanced Technologies You will also see the Focus: Hope Commodity Supplemental Food Program, which serves more than 44,000 people each month and the state-of-the-art Center for Children. Leader: David Lepper; director/chief development officer; Focus: HOPE 21st Century Secondary Education at Henry Ford Academy: The Henry Ford Academy is an academically rigorous charter high school, ~ommitted to providing students with a unique educational experience focusing on using knowledge and skills to address real world problems and tasks. The Academy is the nation's first partnership effort involving a global corporation (Ford Motor Company), a nationally recognized non-profit cultural organization (Henry Ford Museum&: Greenfield Village), and a public school (Wayne County RESA). The school uses exhibits in the Museum and Village to help students better understand how innovations have shaped the world around them and how they, too, can effect positive change through creative problem solving and the implementation of new ideas. Leader: Gregg Watkins, trustee, DeRoy Testamentary Foundation Music in the City: Motown Historical Museum, Hitsville USA "Where It All Began" Visit the birthplace of a remarkable American success story that revolutionized popular culture and music. The gallery traces the roots of its visionary founder, Berry Gordy, Jr., and chronicles the creation of Motown artists including Smokey Robinson and the Miracles, Martha and the Vandellas, Marvin Gaye, the Temptations, the Supremes, Stevie Wonder, and many others. This historically preserved site is filled with some of the legends' old personal effects and memorabilia. The best part of the visitor experience is the chance to tour the fully restored apartment of Berry Gordy, Jr. and the original home of Motown Records, Hitsville USA, which houses the famous "Studio A" where Motown's greatest hits were recorded .. .where it all began! Leader: Rhonda Bell, associate director; Gordy Foundation Economic Development Downtown: This two-hour tour of Greater Downtown Detroit will include the Central Business District, Midtown (University/ Cultural Center) and New Center districts. The focus will be on redevelopment areas where foundations have made contributions that have stimulated economic development in the downtown area. Leader: Katherine Beebe, president, Greater Downtown Partnership Economic Development Downtown • �Wednesday, October 31, 2001 1:30 p.m.- 3:30 p.m. Thursday, November 1, 2001 Detroit Area Tours_ Museum of African American History - Of the People: The African American Experience depicts our words, images, cherished belongings, and voices. The exhibit chronicles over 400 years of African American history. There are many triumphs and achievements to celebrate, as well as pain, and much to mourn. The major themes are: The African Memory, Survival of the Spirit, Freedom and Betrayal, and Becoming the Future. Conferees will meet at the lobby entrance of the Marriott (Renaissance Drive) to board the shuttle bus to take the tour of their choice. Leader: Rod Gillum, chairman, GM Foundation and chair, Board of Directors, Museum of African American History Comerica Park and Ford Field Detroit's New Stadiums Comerica Park, one of the newest state-of-the-art ballparks in the major leagues, is the home of the Detroit Tigers. Built in 2000, it is a ballpark that was constructed with the fans in mind, from the line of sight of the field to the baseball Ferris wheel and carousel with 30 hand-painted Tigers. This tour will include the press box, the visitors' clubhouse, and dugout. Ford Field, the Detroit Lions' new home currently under construction, will be a one-of-a-kind facility that will include a giant glass wall, revealing the Detroit Skyline and the old Hudson's Warehouse. The Field, designed to accommodate other sports and entertainment venues, will have 65,000 permanent seats for professional football, including 9,500 club seats, 132 private suites, a domed-roof structure and the ability to accommodate a natural grass field. Historic Rouge Auto Plant and its Renewal (8:30 a.m. - 11:30 a.m.) Rouge Auto Plant: Don't miss this one of a kind opportunity - tour Ford Motor Company's historic Rouge Center. Commissioned by Henry Ford in 1917, the complex was designed by Detroit architect, Albert Kahn. During World War I, Ford Motor Company built submarine chasers at the Rouge and by the mid1920's the complex was the largest manufacturing center in the world. The first automobile to be completely assembled here, the Model A, was introduced in 192 7. In order to move the center into the 21st century, the Ford Rouge Center will undergo major redevelopment, laying the groundwork for sustainable manufacturing at one of the world's largest and oldest industrial icons. The plan includes numerous pilots of advanced environmental concepts and a new assembly plant with the nation's largest ecologically inspired living roof. The plant also will have world-class flexibility with assembly lines capable of handling three vehicle platforms and nine different models. This tour is limited to 30 persons. Reservations are on a first-come, first-serve basis. Leader: Monica Martinez, contributions program associate, Ford Motor Company Fund Ford Field is under construction. Therefore, participants should wear pants and boots, and will be required to wear hardhats and safety glasses. (Note: Ford Field is not handicap accessible during construction phase.) Leader: Celia Bobrowsky, Tigers care manager, Detroit Tigers, and Monica L. Martinez, contributions program associate, Ford Motor Company Fund Comerica Park �Thursday, November I, 200I 9:30a.m.- II:30 a.m. (continued) Indian Village Home Tour: Take a peek into the lives of Detroit's old wealth with a tour of Indian Village and several of its historic homes. Indian Village had its beginnings in 1893 when the heirs of landowner, Abraham Cook, (1774-1847) formed the Cook Farm Company Limited, whose stated goal was to develop a "first class residential district on a generous scale." The Village has 351 homes, six churches, and two schools built between 1885 and 1966. Most were built between 1895 and 1928. There are three factors that contribute to the Village's continuing vitality. The first is the Cook Farm Company's insistence on controlling the quality of the homes, their cost, size, and restricting residency to single families. Secondly, the Indian Village Association, formed in 1937, continues to enforce single-family residency, encourages historic preservation, and works to maintain the neighborhood as a desirable residential area. The third factor is the 1972 designation as a historic district, which sparked renewed interest by lending institutions and insurance companies, as well as attracting new residents. Leader: Stewart McMillin, resident and tour specialist, Indian Village Black Churches - Strengthening Communities: The church continues to be the most influential institution in the African American community and has played a remark able role in shaping the development of other pivotal institutions. The emergence of schools, universities, civic leadership, entrepreneurs and labor unions in black America, have their genesis in the African American Church. As a provider of resources, the church has served as the chief safety net for the disinvested and disenfranchised. Today in many major urban centers across America, the church continues to be in the vanguard in transforming communities from positions of need to heights of political and economic empowerment. In Detroit, Greater Grace Temple and New St. Paul Tabernacle C.O.G.I.C. are excellent examples of how faith-based community leadership can stabilize and re-energize communities. Join us for a tour of two of Detroit's most progressive houses of worship. Leader: Robert Thornton, program officer, The Skillman Foundation A Mini-Melting Pot: The Acculturation of Russian Jews: Since 1979, approximately 20,000 Russian Jews have emigrated to the metropo litan Detroit area, primarily in Oak Park, Michigan. Oak Park features an interesting convergence of Russian, Orthodox Jewish, African American and Chaldean communities. The Jewish Community Center QCC) often likened to the "settlement houses" of yore, is situated on a campus in Oak Park that includes federally subsidized senior apartments. The tour will include briefly observing an ESL (English as Second Language) class and senior discussion group, and meeting with the leadership of the Neighborhood Project, a community-based program housed in theJCC that uses innovative techniques to maintain the cultural diversity of Oak Park. Participants will also travel to a Citizenship Training Program, targeted towards older Russian immigrants, and a n: w, culturally competent Hospice Program created to meet the needs of the Jewish community, stopping at a Russian Market along the way for a tasty treat! Leader: ]odee Raines, director, The jewish Fund Thursday, November I, 200I 2:00 p.m. - 3:45 p.m. City Revitalization in Harmonie Park: In recent years, the Harmonie Park area has become a shining example of how the restoration of historic buildings can revitalize a city neighborhood. Join this walking tour of Music Hall Center for the Performing Arts, built in 1928 by Matilda Dodge Wilson; the Gem Theatre and Century Club, relocated from their original locations when the new home of the Detroit Tigers was built; and the Detroit Opera House, home of Michigan Opera Theatre. Leader: Susan Urban, vice president of Development, New Detroit Mini-Melting Pot �Rouge Auto Plant Detroit Symphony Civic Orchestra Indian Village �Ford Field Bagley Housing Assodation Museum of African American History Henry Ford Academy Southwest Detroit �Thursday, November 1, 2001 2:00 p.m. - 3:45 p.m. (continued) Walk & Squawk Performance Project: Participants will tour the furniture factory, home of Detroit's newest performance space, developed by Walk & Squawk Performance Project. The project is about transformation - of people, objects and ideas. It's about play. And it is about the belief that live performance creates community. Physical theatre and movement workshops are integral to Walk & Squawk's mission. The company has presented dozens of workshops for performers and non-performers of all abilities at schools, universities and theatres in several countries. Join us for a lively performance that will integrate movement, images, spoken text, music and visual elements, such as video and magic. Leader: Susan Kelly, manager, community relations, Target Corporation- East Zone On-Site with IDAs: Self Sufficiency and Asset Building Held at the Detroit Entreprenuership Institute (DEI), Detroit - DEI is a nationally recognized microenterprise program and one of 30 IDA Program Sites funded through the recently formed Michigan IDA Partnership (MIDAP) , a statewide initiative to provide asset-building opportunities for low-income families in Michigan. Individual Development Accounts, or IDAs, are simple in concept (a matched savings account), but profound in impact. The State of Michigan Family Independence Agency and the Council of Michigan Foundations formed the Michigan IDA Partnership to expand the use of IDAs in Michigan and serve up to 2000 families with IDA accounts over the next four years, more than any other state in the country. How are IDA Programs being implemented in communities throughout Michigan? What is the impact on families and individuals who participate in an IDA program? Finally, are IDAs a viable anti-poverty tool that can serve hundreds and thousands of families in the future? Hear from those with experience about the benefits, potential, and challenges of asset-building programs in achieving greater self-sufficiency for low-income Michiganians. Leader: Eric Muschler, director, Michigan IDA Partnership, Council of Michigan Foundations Friday, November 2, 2001 Detroit Area Tours _ 8:30 a.m. - 11:30 a.m . Conferees will meet at the lobby entrance of the Marriott (Renaissance Drive) to board the shuttle bus to take the tour of their choice. Architecture of Cranbrook Campus (8:30 a.m. - 12:00 p .m.) Cranbrook is a diverse educational community founded by George Gough Booth, publisher of the Detroit Evening News (forerunner of the Detroit News), and his wife, Ellen Scripps Booth, in the early 1900's . Today, it comprises a 1,600-student college preparatory school and a 150-student graduate school of art, design and architecture as well as an art museum and a museum of science and natural history, both of which are open to the public. Located in Bloomfield Hills, Cranbrook's 315 acre campus was designated a National Historic Landmark in 1989. The campus is know internationally for its architecturally significant buildings, many of which were designed by renowned Finnish architect, Eliel Saarinen, set amid extensive formal gardens, natural woods, lakes and waterways. The campus also features American's largest collection of outdoor sculpture by Swedish master Carl Milles. In addition to touring the grounds and seeing Cranbrook House (home of the Booths), the Art Museum and Science Institute, participants will also be able to visit the home Saarinen built for his family. Leader: Wally Klein, trustee, Charlevoix County Community Foundation Cranbrook �Edsel & Eleanor Ford House: The House combines history, culture, and nature to create an experience for guests to discover the lives and passions of one of America's most distinguished families. This guided tour features the Ford's extraordinary 87-acre lakeside estate, designed in 1926 by renowned architect Albert Kahn. Experience centuries of elegant living with original furnishings spanning from the ornate 18th century French to the streamline style in the Modern Rooms and original paintings by Cezanne, Matisse, Rivera and Alston. Stroll the breathtaking grounds designed by landscape architect] ens Jensen, including a formal rose garden, swimming pool, perennial garden and maple lane. Be our guest at one of Detroit's treasures and one of America's most historically acclaimed estates. Leader: Rachelle P. Tyshka, attorney, Bodman, Longley & Dahling LLP Southwest Detroit Tour: Tour one of Detroit's oldest and most diverse neighborhoods. Located just two miles from downtown Detroit, this neighborhood of almost 100,000 people is home to Detroit's largest Latino population, a vibrant business district, and numerous historical landmarks such as St. Anne's Church. Recent efforts by community-based development organizations such as the Southwest Detroit Business Association, Bagley Housing Association, and Mexicantown Community Development Corporation have helped to stabilize this community renovating historic facilities, developing new housing, and promoting local culture. Join us for a tour that contrasts the old and the new. Since November 2 is El Dia de los Muertos (the Day of the Dead), the tour will most likely include a stop at a traditional Mexican celebration in honor of this holiday. Leader: Karen Brown, program manager, Detroit Community Development Funders' Collaborative Underground Railroad: Due to its proximity to the Canadian border, Detroit was an important participant in the Underground Railroad. This tour will visit several sites that sheltered slaves as they moved north to freedom, as well as the new monuments located at both Detroit and Windsor waterfronts, that will be erected as part of Detroit's 300th anniversary celebration. Leader: Ray Chaney, expert in local history, Detroit Historical Society Above, Edsel & Eleanor Ford House At left, Underground Railroad �Register NOW and SAVE Mail conference registration form and fee to CMF Registrar, Council of Michigan Foundations, P.O . Box 599, Grand Haven, MI 49417. Checks must be made payable to Council of Michigan Foundations. The Council requires full payment at the time of registration and is equipped to handle all conference registrations by check/money orderNisa or Master Card. Registration is now available by mail, fax or on-line at www.cmif.org. See registration form for more complete details. Registration questions call (616) 842-7080 and ask for Conference Registrar. To Register Online Go to www.cmif.org Note: You will need to use your CMF member password to access the online registration form. Only CMF members may register online. If you do not know your password, please contact the CMF office at (616/842-7080 or gschaub@cmif.org). Registration Confirmation: All registrations must include payment (check or credit card) in order to be confirmed. Registrations received by October 19, 2001 will be confirmed in writing prior to the Conference; after that date, confirmation will be provided with your conference materials ollsite (or via fax upon request). Cancellation Policy: All cancellations must be confirmed in writing by mail or facsimile transmission before the applicable refund will be processed. Those cancellations that are transmitted via telephone must be followed up in writing in order for the applicable refund to be made. Please reference the date of your call and the Council staff member with whom you spoke. Registrants who do not attend and do not notify the Council in writing will not be eligible for a refund. Refunds will be processed after the conference. Note: Cancellations will be honored until Friday, October 19, 2001. Additional Information: For further information concerning the conference or registration, please contact: Council of Michigan Foundations P.O . Box 599 Grand Haven, MI 49417 616/842-7080 616/842-1760 Fax CMF Members Non-Members Spouse Before October 10, 2001 Early Conference Registration including seven meals D $450 D $675 D $375 After October 10, 2001 Conference Registration including seven meals D $500 D $700 D $400 CMF Members Non-Members Spouse Wednesday (2 meals & sessions) Reception, dinner & program only D $160 D $80 D $250 D $80 D $160 D $80 Thursday (3 meals & sessions) Reception, dinner & program only D $225 D $ 80 D $325 D $80 D $225 D $80 Friday (2 meals & sessions) D $140 D $200 D $140 Partial Conference Registration Fees �Accommodations: Call now for reservations. Conference Site: Reservation Code: Detroit Marriott Renaissance Center Detroit, MI 48243-1003 Phone: 313-568-8000 Reservations: 1-800-3 5 2-0831 or 1-800-228-9290 COUCOUA All hotel reservations must be made by calling in to the reservation numbers listed above. A block of rooms has been reserved, however, early reservations are advised. When telephoning in your hotel reservation, please refer to the reservation code: COUCOUA. To guarantee the special conference room rate listed below, reservations must be made prior to Wednesday, October 10, 2001. Reservations made after that date will be subject to the regular hotel rate. Rates: $119/Single-Double $14 2/Triple-Quad Guest check in at the Detroit Marriott is after 3:00 p.m.; however, early arrivals will be accommodated based on availability. Check out time is 12:00 noon. Child Care/Detroit Marriott Individuals wishing to make arrangements for child care must do so prior to arriving at the Detroit Marriott. The hotel does not offer this service, however, the Concierge's Desk of the hotel can put you in touch with names of individuals you can call. For more information call313-568-8000. Parking Options: All parking fees are subject to rate increase • Valet Parking - located at the hotel entrance, the rate is $18.50 per day for guests, $18.50 per day for visitors. • Center Garage - located directly across from the Marriott Lobby Entrance, the rate is $14.00/per day maximum. • Port Atwater - accessible from Beaubien Street near Tower 200, the rate is $9.00/per day maximum. Why do hotel rooms sell out so quickly? CMF has a block of 400 rooms for this Conference. Please only reserve rooms that you will use for registered conference participants. In the past, cancellations at the last minute have resulted in CMF being billed for rooms not used while some conference attendees have had to stay at other hotels. Attire Business casual attire for all events. Spedal Needs In compliance with the ADA, CMF will make all reasonable efforts to accommodate persons with disabilities at this conference. If you need assistance or if you have dietary restrictions, please indicate your specific needs on the conference registration form enclosed. �(Open throughout the conference) ~embership Resource Central is the hub for networking and sharing best practices with your colleagues. Bring your tote bag and prepare to leave with wonderful samples. Its many features include: Learn about Council membership benefits, the work of the various const_ituency programs, and how to apply for membership in CMF. Services Poster Sessions Publication Displays and Annual Report Recognition Bring your tote bag and prepare to leave with wonderful samples. Peruse and gather reports and publications produced and contributed by your colleagues from Community Foundations, Private/Family/ Independent Foundations, and Corporate Foundations/Giving Programs. A special exhibit space will highlight CMF members who published their first annual report this year, as well as winners of the Council on Foundation's Wilmer Shields Rich Awards for excellence in communications. Bookstore CMF continues to offer our members a wealth of resources on foundation administration, governance and legal issues, among others. Once again, you will have the opportunity to purchase our publications, along with selected speakers' books and other items of interest at discounted prices. Experts will be on hand Thursday, November 1 from 9:00a.m.- 12:00 p.m . and from 1:00-4:00 p.m. to present reports and key information in an informal setting. Topics to be covered include grassroots leadership, science in the schools, education, history of early philanthropy, healthcare and cross-cultural hospice. A complete schedule will appear in the final program. Exhibitors For the first time at a CMF Annual Conference, you will have the opportunity to visit with companies that serve philanthropy, such as investment advisors, banks, and other service providers - to ask questions, examine products and peruse their services and offerings. The organizations represented here have a proven record of providing products and services to grantmakers and were invited to exhibit. Get your exhibit passport stamped to enter a drawing for valuable prizes. Host Committee Table Contest Conference registrants completing an evaluation form will be eligible for one of three prizes. Participants who complete the online evaluation in the Cyber Cafe will also be eligible for attractive prizes. Stop by Resource Central for details on how to become a "Winner!" Cyber Cafe Sponsored by Geeks and Gurus, LLC, we are pleased to provide this service for all conference participants. Stop by and see what your colleagues are doing with technology. More than 80 of CMF's member foundations maintain web sites, accept electronic grant applications, publicize community relations' activities, post grant lists and more. Check your e-mail or investigate Internet resources that may help to improve your foundation's grantmaking. CMF staff will be available to answer questions and provide hands-on tours. Maps and information on local sites of interest are available to orient you to our host city! Shipping Annual Reports Attendees are invited to send 100 copies of their annual reports to share with their colleagues. The Detroit Marriott will accept shipments no more than 7 days prior to the conference. All packages should include the following shipping information: Detroit Marriott Renaissance Center Detroit, MI 48243 Hold For: Council of Michigan Foundations October 31 -Nov. 2 Attn: Sandra Katt �FOR OFFICE USE ONLY Independent, Corporate Foundations & Giving Programs, Family Foundations, and Public Foundations CR#: ____________ Amount owed: _ __ Amount paid : _ _ _ __ Amount refunded: 2001 Annual Conference Registration Form Balance due: ________ Check#: _________ Return completed form with payment to: Council of Michigan Foundations Registrar P.O. Box 599 Grand Haven, Ml 49417, or fax with credit card information to 616/842-1760 (Use a separate form for each registrant. Photocopy if necessary and complete both sides. Information will appear on name badge as it appears below. Please type or print clearly.) Name: ___________________________________~---------------------------First name for badge: --------------------------------------------------Title: --------------------------------------------------------------Spouse name for badge (if registering): --------------------------------------Organization: --------------------------------------------------------Organization address: --------------------------------------------------City/State/Zip: ---------------------------------------------------------Phone ( _ ) _ __ _ _ Fax ( ___ ) _______ E-mail: _________________ Physical limitations; please specify needs: ------------------------------------Dietary restrictions: D Vegetarian or other, please specify: _______________________ Registration Fees : Check the appropriate rate and enter total at the bottom. Conference Registration Early Conference Registration including seven meals Before October 10. 2001 CMF Member D $450 Non-Member D $675 Spouse D $375 After October 10. 2001 Full Conference, Wednesday-Friday Total Conference Registration Fee: CMF Member D $500 $_ _ Non-Member D $700 Spouse D $400 $_ _ $_ _ �Partial Conference Registration Fees CMF Member Non-Member Spouse Wednesday (2 meals&. sessions) Reception, dinner &. program only 0 $ 160 0 $ 80 0 0 $250 $ -80 0 0 $160 $ 80 Thursday (3 meals &. sessions) Reception, dinner &. program only 0 $225 0 $ 80 0 0 $325 $ 80 0 0 $225 $ 80 Friday (2 meals&. sessions) 0 $ 140 0 $200 0 $140 Total Conference Registration Fee: $ $ $ Tours: (Advance registration is necessary) Wednesday, October 31, 2001 9:30 a.m. - 12:00 p.m. 0 Focus: Hope 0 Downtown Economic Development 0 Henry Ford Academy 0 Music in the City 1:30 p.m.-3:30p.m. D African American Museum D Comerica Park/Ford Field Thursday, November 1, 2001 9:30a.m.- 11:30 a.m. 0 Indian Home Village 0 Black Churches: Strengthening Community D Rouge Auto Plant and Its Renewal (8:30- 11:30) D A Mini-Melting Pot 2:00 p .m . - 3:45 p.m. D City Revitalization in Harmonie Park D Walk &. Squawk! The Furniture Factory D On-Site with IDAs Friday, November 2, 2001 8:30 a.m. - 11:30 a.m. D Edsel&. Eleanor Ford House 0 Southwest Detroit - A Revitalized Neighborhood 0 Underground Railroad Sites 0 Cranbrook University (8:30 a.m . - 12:00 p.m.) Method of Payment 0 Check/Money Order enclosed (made payable to Council of Michigan Foundations), or indicate method of payment: D Visa D Mastercard Account Number - - - - - - - - - - - - - - - - Expiration Date _ _ _ _ __ Authorized Signature - - - - - - - - - - - - - - - - - - - - - - - - - - Print name as it appears on credit card. - - - - - - - - - - - - - - - - - - - - �FOR OFFICE USE ONLY Community Foundations CR#: ____________ ,t\mount owed: _ __ 2001 Annual Conference Registration Form I I l Amount paid: _______ Return completed form with payment to: Council of Michigan Foundations Registrar P.O. Box 599 Grand Haven, MI 49417, or fax with credit card information to 616/842-1760 Amount refunded: Balance du e: _______ Check#: ________ (Use a separate form for each registrant. Photocopy if necessary and complete both sides. Information will appear on name badge as it appears below. Please type or print clearly.) Name: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ Firstnameforbadge: - - - - - - - - - - - - - - - - - - - - - - - - - - - - Title: - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Spouse name for badge (if registering): - - - - - - - - - - - - - - - - - - - - - Organization: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ____ Organization address: - - - - - - - - - - - - - - - - - - - - - - - - -- - City/State/Zip: ------------------------------------------------------) _______ E-mail: ___________ Phone ( _ ) ___________ Fax ( _ Physical limitations; please specify needs: - - - - - - -- - - - - - - - - - - - Dietary restrictions: 0 Vegetarian or other, please specify: _ _ _ _ _ _ _ _ _ _ __ Registration Fees: Check the appropriate rate and enter total at the bottom. Michigan Community Foundation Special Conference Rates for Trustees and Staff Trustees and staff of community foundations are eligible for a special conference registration fee based upon the asset size of the community foundation. Non-Member CMF Member Conference Registration Full Conference, Wednesday- Friday Assets under $5 million Assets $5 million to $50 million Assets over $50 million Before 10/10/01 Mter 10/10/01 0 $275 0 $375 0 $450 0 $300 0 $400 0 $500 0 $375 0 $475 0 $575 Spouse Full Conference Rate 0 $375 0 $400 0 $400 Total Conference Registration Fee: $_ _ $_ _ $_ _ • �Partial Conference Registration Fees CMF Member Non-Member Spouse Wednesday (2 meals & sessions) Reception, dinner & program only D $ 160 D $ 80 D $250 D $160 D $ 80 Thursday (3 meals & sessions) Reception, dinner & program only . D $ 80 D $225 D $325 D $225 D $ 80 D $ 80 D $ 80 Friday (2 meals & sessions) D $ 140 D $200 D $140 Total Conference Registration Fee: $ $ $ Community Foundation conference registrations cannot be shared by individuals. Tours: (Advance registration is necessary) Wednesday, October 31, 2001 9:30 a.m. - 12:00 p.m. D Focus: Hope D Downtown Economic Development D Henry Ford Academy D Music in the City Thursday, November 1, 2001 9:30a.m.- 11:30 a.m. D Indian Home Village D Black Churches: Strengthening Community D Rouge Auto Plant and Its Renewal (8:30- 11:30) D A Mini-Melting Pot 1:30 p.m. -3:30p.m. D African American Museum D Comerica Park/Ford Field 2:00 p.m. - 3:45 p.m. D City Revitalization in Harmonie Park D Walk & Squawk! The Furniture Factory D On-Site with IDAs Friday, November 2, 2001 8:30a.m.- 11:30 a.m. D Edsel & Eleanor Ford House D Southwest Detroit- A Revitalized Neighborhood D Underground Railroad Sites D Cranbrook University (8:30 a.m.- 12:00 p.m.) Method of Payment D Check/Money Order enclosed (made payable to Council of Michigan Foundations), or indicate method of payment: D Visa D Mastercard Account Number _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ Expiration Date _ _ _ _ __ Authorized Signature - - -- - -- - - - - - - - - - - -- - - - - - - - - Print name as it appears on credit card. _ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ __ �About the Council of Michigan Foundations The Council of Michigan Foundations ( CMF) is a nonprofit association of over '490 Michigan foundations and corporations, which make grants for charitable purposes. As a membership organization, our miSsioh is to enhance, to improve, and to increase philanthropy in Michigan. �Council of Michigan Foundations 1 South Harbor Ave., Suite 3 Grand Haven, MI 49417 616-842-7080 www. cmif. org � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2001_AC_Highlights-and-Registration-Kit Title A name given to the resource Council of Michigan Foundations 2001 annual conference highlights and registration kit Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations 2001 annual conference highlights and registration kit. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50390 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001 https://digitalcollections.library.gvsu.edu/files/original/1efda1a729f49430597774898fa3edb3.pdf 101c92464eb6481f3557ff4e93c71d34 PDF Text Text l\1ICHIGAN COMMUNITY FOUNDATIONS MEMBER DIRECTORY 2000-200 ~. Council of ~:lichigan Foundations �TABLE OF CONTENTS Section 1: Michigan Community Foundations Directory Albion Community Foundation .... ......... ... ..... ....... ...... ................... ...... .... ..... ......... .. ... .. . 1 Alger Regional Community Foundation ........... ... .. ..... ..... ........ ... ...... .... .. ..... ............. ... .. ! Allegan County Community Foundation .. .. .... ........... ...................... .... ..... .. .. ... .... ......... . ! Ann Arbor Area Community Foundation ..... .... ... .. .... ... ........ .. ......... ... ..... ..... ... .............. ! Baraga County Community Foundation .................. ... ........... .... ...... ... ....... ..... .. .... ........ . 1 Barry Community Foundation ........ ..... .. ... .. ...... ..... .. .. ........ ....... .. .. ...... .. .... .... ..... ... ... ...... 2 Battle Creek Community Foundation ... ........... ... ........ ........... .... ..... .. .......... ...... .... .... ..... 2 Bay Area Community Foundation ... .. .. ...... .. ... ..~ ..... .. .. ...... ... .. ... ...... .. ... .... ... .. ... ........... .. .2 Berrien Community Foundation ............ ............ ....... ...... ......... ..... .. ..... .. .. ..... ..... .. .. .. .... .3 Branch County Community Foundation ............. ..... .......... ...... ..... ..... ...... ........ .. ...... ...... 3 Cadillac Area Community Foundation ............... .. .. .. ....................... ...... ... .... ... .. ...... .. ....3 Capital Region Community Foundation .. .... ...... ... ... .... ......... ... .... ... ......... ..... .. ... ..... .. ..... 3 Charlevoix County Community Foundation ....... .... .... ....... ....... ... .... ... .... .... .. ... ... ... .. ..... .4 Delta County, Community Foundation for ...... ... .... .... .... .... .. ... .. ... ....... ......... ... .... ......... .4 Dickinson County Area Community Foundation .. ......... ......... .... ... ...... ......... ... .. ... ....... .4 Flint, Community Foundation of Greater .. ... ....... ... ............ ... ...... .. ........ ........ ................ 5 Four County Community Foundation .. ................ .... ....... ................... ... ...... ... .. ...... .... ... . 5 Frankenmuth Area Community Foundation, Greater .... ... ........ ..... ......... .. .... ... ............ .. 5 Fremont Area Community Foundation ................... ..... ........... .... ..... ..... .... .... ........... .... .. 6 �Table of Contents (continued) Monroe County, Community Foundation of ... ....... ... .............. ............ ..... ...... .......... .. .12 Mt. Pleasant Area Community Foundation .. .... ... .... ... ...... .. ... .... .... ... ...... ..... .. .... .. .... .. .. 12 Muskegon County, Community Foundation for ..... ... .... .. ..... ...... ..... .... .. .. .. ........ ..... ... ..12 Northeast Michigan, Community Foundation for.. .... ... ................ ...... .. ..... .. .... ............ 13 Petoskey-Harbor Springs Area Community Foundation ...... ....... .. ..... ....... .. ..... ..... ..... .13 Rochester, Community Foundation of Greater ... ... ... .... .................. ......... ...... .. ....... .. ... 13 Saginaw Community Foundation ... ... ....... ...... .. .... ...... ..... ...... .... .... ....... .. ... ..... .. ... .... ... .13 St. Clair County, Community Foundation of.. .... ............ ........... .... ... .. ......................... 14 Sanilac Area Community Foundation ...... .. ... ,_.... ....... ... .. .................. .... .. ..... .. ... ..... ....... 14 Sault Area Community Foundation .... ...... ..... ... .... ... .... .............. .... .... .. ...... ... ..... .. .... .. .. 14 Schoolcraft County Community Foundation ....... ....... .... ..... .. ... ... .... .. .. ... ....... .... ........ .. 14 Shiawassee Community Foundation ...... ... ............ .... .. .... ....... ........ ..... ..... ..... .. ......... ... .14 Southeastern Michigan, Community Foundation for.. ........... .......... ... .... ..... .. .............. 15 Southfield Community Foundation ...... ... ...... ..... ........... ...................... .. ............ ... ....... 15 Sturgis Area Community Foundation ............ .... .......... ... ......... .... .... .. ........... .. .. ... .. ...... 15 Three Rivers Area Community Foundation ........ .. .... ..................... ........ ... ...... .... .. ... ... .16 Tuscola County Community Foundation ......... ..... .... ... ........................ ............ ............ 16 Upper Peninsula Community Foundation Alliance ... ..... ... ... .. .... .. ...... .... ........ ...... .. ..... 16 �Section II: Michigan Community Foundations Update A Report from the Michigan Community Foundations' Youth Project Table of Contents Minimum Standards for Michigan Community Foundations .............. ... .... ..... 17 Listing by Asset Size ............................................................ .... ....... ..... ... ... ..... 20 Total Assets (graph) .......................... .... ........................................... ... ............. 22 Total Grants (graph) .................................. ........... ............... .. ...... ....... ........... ... 23 Grants That Make a Difference ............... .... ................................................ .. ... 24 Leadership Role in Community ............. ... .. ...................... .. ..... ... ....... .. ......... ... 29 Section III: Michigan Community Foundations' Youth Project Update Youth W.K. Kellogg Challenge Grants Totals ................................................ 35 YAC Best Practices ......................................... ....... ............... .. ........ .... ..... .. ... .. .38 Number of YACs Making Grants (graph) ............................ ... ............. .... .. .. ... 39 Total Number of YAC Grants (graph) .......................................... ................ ...40 Total Amount ofYAC Grants (graph) ...... .. .............................. ..... ... ........... .. .41 Cumulative YAC Grants Summary ....................... ........ ..... ... ... .. .... .. ..... ..... ... .42 Examples of Proactive Grants Made by Youth Advisory Committees ........... .......................... ........ ............. .45 �SECTION I Michigan Community Foundations Directory �~ - ~ - ~ --~ - -- - -~ - -----------------------------------------------, Albion Community Foundation 203 South Superior PO Box 156 Albion, MI 49224 Phone: 517-629-3349 Fax: 517-629-8027 Web site: www.albionfoundation.org e-mail: execdir@albionfoundation.org Ted Bilicke, President Michelle Mueller, Executive Director Alger Regional Community Foundation 114 W. Superior Street PO Box 39 Munising, MI 49862 Phone: 906-387-3900 Fax: 906-387-2988 Web site: www.cmif.org/alger.htm e-mail: algercf@jamadots.com Mark Luoma, President Mary Bowerman, Executive Director Allegan County Community Foundation 236 Hubbard St. PO Box 15 Allegan, Mr- 49010 Phone: 616-673-8344 Fax: 616-673-8745 e-mail: foundation@datawise.net Thomas Bos, President Colleen Areaux, Assistant to Director Lisa Richlich, Executive Director Theresa Chimner, Director of Youth Services Ann Arbor Area Community Foundation 201 S. Main, Ste. 501 Ann Arbor, MI 48104-2113 Phone: 734-663-0401 Fax: 734-663-3514 Web site: www.aaacf.org e-mail: info@aaacf.org Judy Nold, Chair Jennifer Balch Hale, Administrative AssistantGeorge L. Cress, President and CEO Development Cheryl W. Elliott, Executive VP & COO Sue Iott, Administrative Assistant-Programs Martha L. Bloom, Program Officer Doug Weber, ChiefFinancial Officer Baraga County Community Foundation PO Box 352 L'Anse, MI 49446 Phone: 906-353-7898 Fax: 906-353-6100 Web site: www.cmif.org/baraga.htn_!. e-mail: baragacf@up.net Philip J. Ott, President Gordette Cote, Executive Director �Barry Community Foundation 450 Meadow Run, Ste. 300 PO Box 644 Hastings, MI 49058 Phone: 616-945-0526 Fax: 616-945-4536 Web site: www.barrycf.org e-mail: bcf@wmis.net Jan Hartough, President Bonnie Ballinger, Executive Director Jennifer Richards, Administrative Assistant Battle Creek Community Foundation One Riverwalk Centre 34 West Jackson Street Battle Creek, MI 49017-3505 Phone: 616-962-2181 Fax: 616-962-2182 Web site: www.willmd.lib.mi.us/npa/bccflbccfindx.html e-mail: bccf@bccfoundation.org Shelia Cannatti, Chair Brenda L. Hunt, President Gary Christ, Financial Director Jean Godfrey, Community Projects Assoc. Angela Graham, Leadership Officer Colleen Jones, Program Associate Kimberly Holley, Program/Communications Officer Cynthia A. Leach, Finance Officer Jon-Paul McDaniel, Finance /Communication Admin. Assistant Claralyn Ruger, Program Officer - - --Michelle Slayton, Development Admin. Ass't. Mary Ann Taylor, Staff Counsel Affiliated Geographic Component Funds: Athens Community Foundation Homer Area Community Foundation Bay Area Community Foundation 703 Washington Avenue Bay City, MI 48708-5717 Phone: 517-893-4438 Fax: 517-893-4448 Web site: wvvw.bayfoundation.org e-mail: bacfnd@bayfoundation.org Pamela Monastiere, President Carol Reyes, Finance Assistant Jody Tyvela, Program Director Bonnie Marsh, Executive Director Sue Jensen, Financial Officer Jill Urban, Executive Assistant Ashley Moore, Program Coordinator 2 �Berrien Community Foundation 2900 S. State Street, Suite 2 East St. Joseph, MI 49085 Phone: 616-983-3304 Fax: 616-983-4939 Web site: www.berriencommunity.org e-mail: mpoole@qtm.net LisaK. Cripps, Program Director Mark Miller, President Sally Reschke, Business Manager Margaret Poole, Executive Director Branch County Community Foundation 2 W. Chicago, Suite E-1 Coldwater, MI 49036 Phone: 517-278-4517 Fax: 517-279-2319 e-mail: brcofound@cbpu.com Bob Mayer, President Teresa Knight, YAC Advisor Debra Shaffer, Financial Administrator Colleen Knight, Executive Director Susan Day, Special Projects Officer Geographic Component Fund: Colon Foundation Fund Cadillac Area Community Foundation 107 112 North Mitchell St. PO Box 102 Cadillac, MI 49601 Phone: 231-775-9911 Fax: 231-775-2511 Web site:www.netonecom.net/-cacf e-mail: cacf@netonecom.net Lee J. Brown, President Robert J. VanDellen, Executive Director Affiliate Geographic Fund: Missaukee County Community Foundation Capital Region Community Foundation 6035 Executive Drive, Suite 104 Lansing, MI 48911 Phone: 517-272-2870 Fax: 517-272-2871 e-mail: crcf@mindspring.com Lori Lapka, Chair Joyce McGowan, Vice PresidentPatricia Reynolds, President Administrative and Program Ernie Boone, Director, Community Grants Julia Oliver, Vice President-Finance Procurement Project Affiliate Geographic Fund: Eaton County Community Fund 3 �Charlevoix County Community Foundation 507 Water Street, Suite 6 PO Box 718 East Jordan, MI 49727-0718 Phone: 231-536-2440 Fax: 231-536-2640 e-mail: cccf@freeway.net Larry Mattox, President Catherine Atchison, Program Officer Robert G. Tambellini, President Laura Hansen, Executive Assistant Community Foundation for Delta County Doctors Park, Suite 121, Box 5 2500 T 11 Ave. South Escanaba, MI 49829 Phone: 906-786-6654 Fax: 906-786-9124 e-mail: cffdc@bresnanlink.net William Lake, President Kimberly Fudala, Office Manager Gary LaPlant, Executive Director Cpnnie Luchay, Secretary Dickinson County Area Community Foundation 427 S. Stephenson Avenue, Suite 207 Iron Mountain, MI 49801 Fax: 906-774-7640 Phone: 906-774-3131 Web site: http://biz-comm.com/dcacf e-mail: cfrancis@uplogon.com Bob Forgette, Co-Chair Carolee Dodge Francis, Executive Director Robert Brown, Co-Chair PamelaWarodell, Admin. Ass't. Affiliate Geographic Fund: Norway Area Community Fund 4 �~-·-·· · -- - - - - - Community Foundation of Greater Flint 502 Church Street Flint, MI 48502-1206 Phone: 810-767-8270 Fax: 810-767-0496 Web site: www.cfgf. org e-mail: vpapale@cfgf.org RobertS . Piper, Chair Mark Hansen, Vice President for Finance Victor Papale, President Alice Hart, Vice President for Programs Tanya Jefferson, Program Officer Carolyn Clemons, Grants Clerk Kelli Davis, Executive Assistant to Lynn Kuehl, Administrative Secretary President Lynn Larkin, Program Officer Sheree Shaw, Finance Clerk Julie Ebert, Financial Assistant Donna Fisher-Parker, Development Officer Geographic Component Funds: Clio Area Community Fund Fenton Community Fund Flushing Community Fund Grand Blanc Community Fund Lapeer County Community Fund Four County Comml!nity Foundation 231 E. St. Clair Almont, MI 48003 Phone: 810-798-0909 Fax: 810-798-0908 e-mail: info@4ccf.org James Ottevaere, Chair Janet Bauer, Executive Director Christine Gabridge, Administrative Assistant Greater Frankenmuth Area Community Foundation PO Box 147 Frankenmuth, MI 48734 Phone: 517-652-6104 William Rau, Chair 5 �Fremont Area Community Foundation 4424 W. 48 111 Street PO Box B Fremont, MI 49412 Phone: 231-924-5350 Fax: 231-924-5391 Web site: www.tfaf.org e-mail: echerin@tfaf.org Donald J. Bont, Chair Rebecca Johnson, Community Relations Elizabeth A. Cherin, President & CEO I Coordinator Robert Jordan, Development Officer Board Secretary Robin K. Berghuis, Information Services Sheryl Myers, Accountant Associate Lisa A. Portenga, Executive Jerene Goebel, Program Associate Assistant/Scholarship Coordinator Mary Huisjen, Office Assistant Lisa Sorenson, Secretary/Receptionist Gregory M. Zerlaut, Chief Finance Officer Kathryn L. W. Huschke, Chief Program Officer & Chief Operating Officer Jeffrey Jahr, Program Officer Geographic Component Funds: Mecosta County Community Foundation Lake County Community Foundation Osceola County Community Foundation Grand Haven Area Community Foundation One South Harbor Grand Haven, MI 4941 7 Phone: 616-842-6378 Fax: 616-842-9518 Web site : www.ghacf.org e-mail : ghacf@novagate.com Richard Briegel, President Diane Nowicki, Administrative Assistant Nancy D. Riekse, Executive Director Linda B. Strevy, Communications Consultant Carol Bedient, Program Administrator Janet S. Tomhave, Business Administrator Affiliated Geographic Fund: Allendale Community Foundation Coopersville Area Foundation 6 �. ------ --- - - -- ------------------. Grand Rapids Community Foundation 161 Ottawa Avenue NW Waters Building 209-C Grand Rapids, MI 49503 Phone: 616-454-1751 Fax: 616-454-6455 Web site: www.grfoundation.org e-mail: grfound@grfoundation.org Brian Cloyd, Chair Molly Parker, Vice President of Development Diana R. Sieger, President Tim Penning, Communications and Public Ruth E. Bishop, Education Program Associate Relations Director Marcia Rapp, Vice President of Programs Lynne M. Black, VP of Finance and Admin. Laura J. Craft, Program Officer Amy Sprouse, Administrative Clerk Rena' Guttrich, Executive Assistant Lon Swartzentruber, Donor Relations Director Wendy Lewis Jackson, Program Director, Lynne Talbert, Administrative AssistantFamilies for Kids Development Trina Haugh, Administrative AssistantJill Tiefenbach, Administrative AssistantProgram Programs Cris Kooyer, Youth Program Associate Stacy Westra, Administrative AssistantElisha Marr, Administrative Associate Marketing and Development Betty Meyers, Receptionist Affiliated Geographic Funds: Ionia County Community Foundation Sparta Community Foundation Wyoming Community Foundation .- Grand Traverse Regional Community Foundation 250 E. Front Street, Suite 310 Traverse City, MI 49684 Phone:231-935-4066 Fax: 231-941-0021 Web site: www.gtrcf.org e-mail: jsnow@gtrcf.org George Powell, Chair Larry See, Director of Good Impressions Jeanne Snow, Executive Director Elizabeth Wicklund, Youth Service Director Vicki Cook, Finance/Fund Manager Affiliated Geographic Fund: Otsego County Community Foundation Gratiot County Community Foundation 1131 East Center Street PO Box 310 Ithaca, MI 48847 Phone: 517-875-4222 Fax: 517-875-2858 e-mail: lmayes@edzone.net Patrick Duffy, President Loraine Mayes, Executive Director Carol Guajardo, Administrative Assistant 7 �Greenville Area Community Foundation 203 S. Lafayette PO Box 427 Greenville, MI 48838 Phone: 616-754-2640 Fax: 616-754-3642 e-mail: gacf@pathwaynet.com Byron Cook, Chair Alison Barberi, Executive Director Hillsdale County Community Foundation 52 East Bacon PO Box 276 Hillsdale, MI 49242-0276 Phone: 517-439-5101 Fax: 517-439-5109 e-mail: hccf@scnc.hcisd.k12.mi.us Thomas Osbourne, President Ardath McCall, Volunteer YOUTH Sharon Bisher, Executive Director Coordinator Mary Bearman, Secretary Susan Sweeney, Office Manager Christine Knox, Program Director The Community Foundation of the Holland/Zeeland Area Courthouse Squar e;--Suite 100 70 West 8th Street Holland, MI 49423 Phone: 616-396-6590 Fax: 616-396-3573 Web site: www . macatawa.org/~cfothza e-mail: cfothza@macatawa.org Sam Martin, President Gwen Petroelje, Administration Jennifer Stockdale, Program Assistant/Grants William R. Vanderbilt, CEO Diana Mavis, Finance Manager Huron County Community Foundation 1160 S. Van Dyke Bad Axe, MI 48413 Phone: 517-269-2850 Fax: 517-269-2844 e-mail: hccf@hisd.k12.mi.us Lowell McDonald, Chairman S. Tenney McGraw, Executive Director Melisa Raymond, Administrative Assistant 8 �The Jackson County Community Foundation 230 West Michigan Avenue Jackson, MI 49201 Phone: 517-787-1321 Fax: 517-787-4333 Web site: www.jacksoncf.org e-mail: info@j acksoncf. org Georgia R. Fojtasek, Chair Kimball Cartwright, Program Consultant Neeta Delaney, President Matthew Janz, Business/Office Manager Sharon Townsend, Administrative Assistant Carole Booms, Vice President of Marketing Christine Ebinger, Youth & Education Consultant - Kalamazoo Community Foundation 151 South Rose, Suite 332 Kalamazoo, MI 49007 Phone: 616-381-4416 Fax: 616-381-3146 David L. Hatfield, Chair Tiffany Jackson, General Program Secretary Jack Hopkins, President & CEO Bill LaValley, Intern Debi Anderson, Grant Making Program Anne Wend Lipsey, Program Officer Secretary Candice Livingston, Financial Clerk Ann MacCreery, Marketing/ Mary Lou Boughton, Youth Program Director Shannon Bronsink, Marketing Communications Manager Communications Coordinator Valerie Mitchell, Donor Services Secretary - c--arrie Pickett Erway, Program Officer Kelly L. Campbell, Financial Assistant Carol A. Carter, Scholarship Administrator Karen Racette, Controller Yvonne Connor, Donor Relations Officer Gloria Royal, Vice President, Marketing Lynn Coursey, Professional Advisors Communications Services Support Amy Slancik, Research & Analysis Dorilee Crown-Schieble, Donor Relations Coordinator Officer Susan K. Springgate, Vice President, Andrew DeGraves, Scholarship Clerk Finance & Administration Denise Storr, Reasearch & Analysis I Ann L. Fergemann, Senior Donor Relations Officer Coordinator Wes Freeland, Vice President, Donor Services Margaret Thurmand, Receptionist David D. Gardiner, Vice President, Programs Nancy Timmons, Finance Secretary Susan M. Gipson, Assistant to the President Deborah A. Wood, Financial Clerk Keweenaw Community Foundation City Centre/Lower Level PO Box 101 Houghton, MI 49931 Phone: 906-482-9673 Fax: 906-482-9679 e-mail: kcfctf@up.net Web site: www/cmif.org/keweenaw.htm Douglas Stuart, Chair Gordette' Cote, Program Assistant 9 �Leelanau Township Foundation, Inc. 109 Nagonaba Street PO Box 818 Northport, MI 49670 Phone: 231-386-9000 Fax: 231-386-9000 e-mail: ltf@gtii.com George W. Anderson, Chair Richard Hanson, Executive Director Lenawee Community Foundation (formerly Tecumseh Community Foundation) 117 E. Maumee, Suite 201 Adrian, MI 49221 Phone: 517-263-4696 Fax: 517-265-3039 e-mail: uway@Ini.net DavidS. Hickman, President and Treasurer Suann Courtright, Executive Director M & M Area Community Foundation PO Box 846 1101 11111 Avenue Menominee, MI 49858 Phone: 906-864-3599 Fax: 906-864-3657 Web site: www.cmif.org/mm.htm e-mail: mmfoundation@cybrzn.com David Higley, President Sara M. Lambrecht, Executive Director Betsy Rossberg, Administrative Assistant Mackinac Island Community Foundation PO Box 1933 Mackinac Island, MI 49757 Phone: 906-847-3701 Fax: 906-847-3893 Web site: www.micf.org e-mail: info@micf.org - I Lorna Straus, Chair Kristen Lewand, Executive Director Manistee County Community Foundation PO Box 31 Manistee, MI 49660 Phone:231-723-7269 Fax:231-723-6410 e-mail: Foundation@Manistee.com Len Kalcher, President Karen Bruchan, Executive Director 10 �..... - ·------- -- _ ···--·- - - - ··--- - .... ...·-··-····------·-·-·---···- ---- · · - - · - - - - - - - Marquette Community Foundation c/o The Nonprofit Commons 129 West Baraga Avenue, SuiteD Marquette, MI 49855 Phone: 906-226-7666 Fax: 906-226-2104 Web site: www.cmif.org/marquette e-mail: mcf@up.net Stuart Bradley, President Jani Blake, Executive Director Peggy Weber, Program Officer Affiliated Geographic Funds: Greater Ishpeming Area Community Fund Negaunee Area Community Fund Marshall Community Foundation 126 West Michigan, Suite 202 Marshall, MI 49068 Phone: 616-781-2273 Fax: 616-781-9747 e-mail: info@marshallcf.org Morris Stulberg, President Kate Goedde, Administrative Assistant Sherry Anderson, Executive Director Maureen Reed, Administrative Assistant Michigan Gateway Community Foundation 111 Days A venue PO Box 351 Buchanan, MI 49107-0351 Phone: 616-695-3521 Fax: 616-695-4250 e-mail: mgauer@mgcf.org Louis A. Desenberg, Chairman Marlene B. Gauer, CEO Heather Keiser, Administrative Assistant Midland Area Community Foundation 812 W. Main Street PO Box 289 Midland, MI 48640 Phone: 517-839-9661 Fax: 517-832-8842 Web site: www.midlandfoundation.com e-mail address: info@midlandfoundation.com Lynn Weimer, Chair Jennifer Howard, Secretary/Receptionist Denise K. Spencer, President & CEO Jennifer Krotzer, Accounting Clerk Jennifer Ann Brown, MCYAC Coordinator Nicole Lomas, Vice President & CFO 11 �Community Foundation of Monroe County 111 East First Street PO Box 627 Monroe, MI 48161 Phone: 734-242-1976 Fax: 734-242-1234 Web site: www.cfmonroe.org e-mail: info@cfmonroe. org Myron "Sam" Smolinski, President Claudette Goff, Office Administrator Kamela Pifer, Assistant Geographic Component Fund: Bedford Fund Mt. Pleasant Area Community Foundation 111 South University PO Box 1283 Mt. Pleasant, MI 48858 Phone: 517-773-7322 Fax: 517-773-2115 Bill Rush, President ofthe Board Affiliate Geographic Fund: Clare County Community Foundation Community Foundation for Muskegon County 425 West Western Avenue, Suite 200 Muskegon, MI 49440 Phone: 231-722-4538 Fax: 231-722-4616 Web site: www.ctTmc.org e-mail: cmcguigan@cffmc.org David Bliss, Chair Betty Moen, Receptionist/Secretary Chris McGuigan, President Craig L. Monette, Program Manager Anne Bevelhymer, Executive Assistant Mary O'Connor, Vice President, Finance Arnold Boezaart, Assistant to the Ann Irish Tabor, Vice President, Program President/Director of Special Projects Gina Van Bruggen, Administrative AssistantRobert A. Johnson, VP, Donor Services Program Barbara Johnston, Finance Assistant Joan Young, Administrative Assistant-Donor Marcy Joy, LEAD 2005 Services Coordinator/Program Associate Geographic Component Funds: Community Foundation for Mason County Community Foundation for Oceana County 12 �Community Foundation for Northeast Michigan 111 Water Street PO Box 282 Alpena, MI 49707 Phone: 517-354-6881 Fax: 517-356-3319 e-mail: cfnem@al pena.cc.mi. us Charles Ingle, President Maggie Putnam, Financial Assistant Julie Wiesen, Program Director Barbara A. Willyard, Executive Director Affiliate Geographic Funds: North Central Michigan Community Foundation Straits Area Community Fund Iosco County Community Foundation Petoskey-Harbor Springs Area Community Foundation 616 Petoskey Street, Suite 100 Petoskey, MI 49770-2779 Phone: 231-348-5820 Fax: 231-348-5883 Web site: www.petoskey-harborspringsfoundation.org e-mail: phsacf@freeway.net David H. Irish, President Maureen M. Nicholson, Executive Director David Jones, Program Officer Laurissa C. Wendland, Administrative Assistant Community Foundation of Greater Rochester PO Box 80431 Rochester, MI 48308-0431 Fax: 248-608-2826 Phone: 248-608-2804 Web site: www.cfound.org e-mail: cfound@cfound.org Kenneth D. Bilodeau, President Deborah Ciavottone, Administrative Peggy Hamilton, Executive Director Assistant/Bookkeeper Saginaw Community Foundation 100 South Jefferson, Suite 501 Saginaw, MI 48607 Phone: 517-755-0545 Fax: 517-755-6524 e-mail: staff@saginawfoundation.org Web site: www.saginawfoundation.org David M. Hall, Chair Diane Fong, Donor Relations Officer Connie Kreft, FORCE Coordinator Lucy R. Allen, President and CEO David Swenson, Vice President-Programs Sue Davis, Secretary 13 �- I Community Foundation of St. Clair County 516 McMorran Blvd. Port Huron, MI 48060-5461 Phone: 810-984-4761 Fax: 810-984-3394 Karen A. Lee, Controller Franklin H. Moore, Jr., President Kimberly M. Krug, Office Manager Allen E. "Jack" Peattie, Executive Director Sanilac County Community Foundation 47 Austin Street PO Box 307 Sandusky, MI 48471 Phone: 810-648-3634 Fax: 810-648-4932 e-mail: pawprint@thumb.net Ed McGraw, Chair Sault Area Community Foundation 13 8 Ridge Street, Suite 3 PO Box j 979 Sault Ste. Marie, MI 49783 Phone: 906-635-1046 Fax: 775-417-7368 e-mail: sacf@30below.com Web site: www.cmif.org/sault Jerry Gallagher, Chair Sue Atkins-Wagner, Executive Director Schoolcraft County Community Foundation PO Box 452 Manistique, MI 49854 Phone: 906-341-2788 Fax: 906-341-6030 John MacFarlane III, President of the Board Shiawassee Community Foundation 4051 South M-52 PO Box 753 Owosso, MI 48867 Phone: 517-725-1093 Fax: 517-725-1989 e-mail: shiafdn@shianet.org Jackie Burden, Chair Renee Essenburg, Executive Director Caroline Whitlock, Community Development Director 14 �·- - - -·- ----- - -- - ----- - - - --·----- · - ····- --- --· -·-----·-···· Community Foundation for Southeastern Michigan 333 West Fort Street, Suite 2010 Detroit, MI 48226 Phone: 313-961-6675 Fax: 313-961-2886 Web site: www.cfsem.org e-mail: cfsm@voyager.net Karen L. Leppanen, Vice President, Finance Joseph L. Hudson, Jr., Chair and Administration Mariam C. Noland, President Bridgett Lomax, Program Associate Tamika Arnold, Data Management Assistant Mark E. Neithercut, Vice President, Ruth Benedict, Communications Director Program Veronica Blair, Administrative Assistant Elizabeth M. Phillips, Information Specialist Carol Burdi, Program Director, Touch the Vivian Phillips, Administrative Assistant Future Brenda G. Price, Senior Program Officer Larry Coppard, Senior Consultant Melanie Schwab, Financial Officer Carol Davis, Administrative Assistant Karen Stone, Vice President, Development Mary Durocher, Assistant to the President Suzanne Teem, Administrative Assistant Robin Ferriby, Vice President, Donor Relations Ronald Whiteside, Grants Manager Katie Goatley, Program Officer YAC Advisor Geographic Component Funds: Community Foundation for Livingston County Chelsea Community Foundation Southfield Community Foundation 25630 Evergreen Road Southfield, MI 48075 248-351-1320 Fax: 248-208-8030 Phone: Web site: WW\V.metronet.lib.mi.us/SFLD/foundation.html e-mail: scf@scfmi.org James B. Zick, Chair Warren Goodell, Executive Director Sturgis Area Community Foundation 310 N. Franks Avenue Sturgis, MI 49091 Phone: 616-659-8508 Fax : 616-659-8111 e-mail:stfound@i2k.com John Brand, President William C. Boersma, Executive Director Shelly Luce, Administrative Assistant Geographic Component Fund: Constantine Area Community Foundation 15 --------- - �- - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- ---· .. - ··-··-·- ·· Three Rivers Area Community Foundation P.O. Box 453 Three Rivers, MI 49093 Phone: 616-279-7402 David T. Stuck, Chair Tuscola County Community Foundation PO Box 355 Caro, MI 48723 Phone: 517-673-1450 Fax: 517-673-7543 e-mail: tccf@mail.com Richard B. Ransford, Chair Donald Hahn, Executive Director Upper Peninsula Community Foundation Alliance 1100 Delta A venue, 2nd Floor PO Box 190 Gladstone, MI 49837 Phone: 906-428-3'075 Fax: 906-428-1519 Web site: www.upcfa.org e-mail: info@upcfa.org K. Gerald Marsden, President Lori Pieri, Eastern U.P. Associate David Woodworth, Executive Director - _ Patricia Sandstrom, Administrative Assistant Gary LaPlant, Fund Development Director Linda White, FIMS Affiliated Geographic Funds: Bois Blanc Island Community Foundation Forest Park Area Community Fund Gogebic County Area Community Fund Les Cheneaux Area Community Fund Paradise Area Community Fund St. Ignace Area Community Fund Watersmeet Area Community Fund West Iron County Area Community Fund 16 �Section II: Michigan Community Foundations Update Minimum Standards for Michigan Community Foundations .. ........................ 17 Listing by Asset Size ......................... ... .... ... ....................... .......... ............ ....... 20 Total Assets (graph) .......................... .. ...... .. ............................................. ........ 22 .~ Total Grants (graph) ..................... ... ..... ~. > .................................................... .23 Grants That Make a Difference ...................................................... .. .......... .. .... 24 .--.. Leadership Role in Community ....................................................................... 29 �..... ....,_, ______.. , , _________________________________ _ _ ~ Minimum Standards for Michigan Community Foundations The community foundations of Michigan recognize that we live in an age in which professions and fields of work are expected to have and to follow standards that promote both accountability and the highest ethical behavior by all parties . Recent incidents in the operations of national and regional nonprofit and philanthropic organizations have pointed out the need for standards in the nonprofit sector. In addition, advisors to the wealthy - lawyers, accountants, financial planners, etc. - who are vital partners in the continued growth of the community foundation field , are all professions with standards . Because we recognize our responsibility to our donors and our communities to have the best possible philanthropic organizations to respond to the wishes of donors and the needs of communities, the community foundations of Michigan have developed minimum standards for our field in Michigan. We believe that the following minimum standards will help assure donors and their advisors of consistent performance in the operations of all community foundations in Michigan and contribute to the success of any joint marketing and donor development efforts - both statewide and regionally. These minimum standards are proposed in addition to the requirements of state and federal law and are supported by the Community Foundations Principles and Best Practices adopted by the Community Foundations Committee of the Council of Michigan Foundations . In addition they have been designed to complement the development of national standards by the Community Foundations Leadership Team of the Council on Foundations and it is the expectation that Michigan community foundations will also strive to meet national standards adopted by the Council on Foundations. Evidence of the implementation ofthese minimum standards has been adopted as a requirement for participation in Michigan Community Foundation Ventures (MCFV), a supporting organization of the Council of Michigan Foundations. The purpose of MCFV is to support special collaborative initiatives of community foundations in Michigan which will contribute to increased asset development, proactive grantmaking and community leadership. It is the hope of the Board of Trustees of MCFV that every community foundation will strive to implement these standards and seek assistance from the Council of Michigan Foundations in doing so. Community foundations with geographic affiliate funds should consult the attached document, "Subset of Minimum Standards for Michigan Community Foundations with Geographic Affiliate Funds," for the standards that apply specifically to those funds. Governance: The community foundation must: Incorporate the words "community foundation" in the organization's public name. Operate with a board approved mission statement, including language that addresses the growth of "permanent endowment" funds from a wide range of donors. Adopt conflict of interest policies for board, staff and volunteers that cover all aspects of foundation management. Include in its bylaws and communicate to potential donors the community foundation governing body' s variance power by which it may modify any restriction or condition on the distribution of assets. 17 �Administration & Finance: The community foundation must: Develop an asset base in which the total investment return for permanently endowed funds is sufficient to support the basic operations of the foundation with: o Annual community grants (including scholarships, program related investments, special projects, etc.) exceeding administrative expenses within 5 years of the start of the Foundation. o Employment of at least one-half FTE paid staff. Operate with an asset management program that includes : o Gift acceptance policies, o Criteria for establishing funds and fund agreements, o Investment policies, including asset allocation policies and a spending policy based on no fewer than eight trailing quarters Complete an annual audit by an outside independent public accountant. Qualified opinions may be acceptable for this standard as determined on a case by case basis. Asset Development: The community foundation must: Implement a three-year asset development plan that includes planned giving and outreach to financial advisors, prospective and current donors, with progress monitored annually by the Community Foundation Board. Adopt and implement donor services guidelines and brochures (including a statement of the community foundation governing board's variance power) that are communicated to donors and publicize a statement of donor rights and responsibilities. Grantmaking: The community foundation must: Establish ongoing grantmaking guidelines, including foundation priorities, application process and reporting requirements. Convenor & Leader The community foundation must: Implement and document strategies, consistent with the community foundation's mission, to play a role as a collaborator/convenor in developing solutions to important community issues 18 �Communications The community foundation must: Practice full disclosure about the foundation's mission, activities (including grantmaking and finances) through communications tools, such as an annual report, newsletter and web site. Subset of Minimum Standards for Michigan Community Foundations with Geographic Affiliate Funds Lead community foundations are responsible for the following standards for their geographic affiliate funds. The guidelines and policies of geographic affiliate funds do not have to be uniform with the lead foundation, as long as they are approved by the lead foundation. The minimum standards for geographic affiliate funds are: Governance: All geographic affiliate fund committee members are considered volunteers of the lead foundation and shall fall under the conflict of interest policy covering all aspects of foundation management. Administration & Finance: Geographic affiliate fund(s) shall operate under the lead foundation ' s asset management program and shall abide by the lead foundation's gift acceptance policies and criteria for establishing funds and fund agreements. Asset Development: The lead foundation's three-year asset development plan shall address the asset development plan for the geographic affiliate fund(s). Geographic affiliate fund(s) shall operate under the lead foundation ' s donor service guidelines and communications with donors shall include a statement of the community foundation governing board's variance power. Grantmaking: The lead foundation's grantmaking guidelines shall address the grantmaking activities of the geographic affiliate fund( s ). Communications: The lead foundation's communication tools (such as an annual report, newsletter and web site) shall include the activities of the geographic affiliate fund(s), or the lead foundation will produce separate communications addressing the activities of the geographic affiliate fund(s). 19 �-----------------------------------------------~- Listing by Asset Size (Last Audit- December 31, 1999 unless otherwise noted) $6,367,492.00; ···S>S:22i,99s:oo i $2,449,456.001 r ---; - " $L123,813.oo ~ . $532,385.00, $1,026,485.001 · $854,27i.oo: -· · -- -- ~' - "· "'• ' '~ -- ---" ·-~~ $1,?1~,2~?·?? 1 $868,117.00! $678,491.00 $923,286.00! $658,917.00! ; $353,419.00! 2 Area Community Foundation $199,356.001 "$211,582.00] $8)75,194.oo A.iiegancounty community Founciation · ·s;s:·276,239.oo Peto.skey7I-iarbor·sr;I-1ilgsA.reac·or:nr:n:ul1iiy.Fnci.:r·· $487,587.00! 6 $7,691,266.00 Greenville Area Community Foundation S>27i,443.ooi -------· ·····s;6:92s:2os:oofFalii- county cor:nll1u~;·ityFoli11ciat{ol1 . $248,928.00; · $6,777,7oo.oo:chai-levoiX. county community Foundation • $756,35o.66i S>6;27o;944-~oo [ I-IllTsciaie. c0liiliy c:c;m.:n1uili.ty.Foliilciaiior? ··· ·· · · ·· ··· · · · $T68,456.oo $4,854,272.oo!Mlchigan Gateway community Foliilciati()il2 · · · s;·2as,T9:foa·! · S>4-:s26;667: oo ! Marsilaiicom.r:nliniiy .Fo~~iiciaiTon 2 $4-,389, f3 I.oo,Branch county coillm~1niiy Fouilciat1on3· · ! $121, 171. oo I ~ ··t·-·~-$3 of3I4·:oo1 $'LC34T:72croa .·13a:r-~;;coll1m.:u:niiy. Fo'li~ci·ation6··· ·· · I .. .$i,f47;799.6Qi ·$4,i92,772.0ofcadliiac A.rea cor:nr:n~1111ty Foundation .'···•·· <> • , •·=-· -.' ~ '' ·'·-.... ~ ~-~ --. - ~ •' '{•~• u • o• o • • = wo•,• , .'w,w ~·,·,o·- "·•·•r· ··o· w"'' ' ' '' V'' ' ''.' ' Vv "'" " '..J.=. •Y.·. '.Y~~-WO~Y.'~V~.'V'-W ..'-~WN.''~.-~.'Y."."¥' . .. ; ... • o·· oW · W·.'·oo· 'W.•=- • "•·-" .'· «tY~ w.V ·Y V.-~.''.V.-·. ·. · = •• 0 ' " ' W "< · " o·· ·.y .v ·• ·•w.w• v-··~-· · v-·-~-,-.,, . , • .. . ., . . . . . H . •··•v ···· ·"·"····"·'· •• ~· ·· · ·· -' ., -~"--~-···· ·-- ---' •• • · • • • • •· ......... ............ ........... ········' 20 �LISTING BY ASSET SIZE (Last Audit- December 31, 1999 unless otherwise noted) (continued) $3,813,134.00 iMarquette Community Foundation $3,430,858.00 :Tuscola County Community Foundation ' ·· $3,4 28:5 T3 ~ oo i'Di)per I>er1Iilsli1ac0·niffilinl.ty F'-o~liCiaiT0Ii"ft,Jliance $3,008,209.00tlLeelanau Township Foundation, Inc. ·$3-;<fo6,276 ~oolATiJioncommiiliTiy ..:Folii1JaiT0Ii- ---~-· ~- · ---- ·- · .. ~-· $49,420.00 $2,625j88.66IM&M Area Community Foundation ···· ··· · $2,534,26Ifo6 iMi I>Ieasant Ai-~a c0ffimuilT1y.. F'-oliliciaii.oil.. $2,300,000.00}Gratiot County Community Foundation · ·· $2-:13fso2.o-oTcarllilllir11iy-FoliliCiaiior1··c;rK10m:c;·e- co~n1y 2 ·- ·· · .... j .. ... . . .. -·-·· · · ·$2·s~i:4T9:oo .. $1,888,426.00 iCommunity Foundation for Delta County $87,779.00 ! ••. ·t .•. ··---·-·-····--· . -- ...... . ................................. 5 $1 ,715,210.00 ;Southfield Community Foundation $45,201.00 ; $f;649;774.66l commlinityFoundat1on Greater Rochester : ······ $117,565.061 .. .. $T;·:;:s·2: 948~66Tl5.1ck:insoil co'ilnty~A;ea:·c·c;ffiillliil-lty Foliilciatioil4•·• .. $2{1'5 66' ....... .•. . ............ j . .... ...... ) .......... ............ .......... ... ······· ··· ·· ····· ·······•·· ······· ······· .... o: r ........ '· ': $1,463,783.00 !Sanilac Area Community Foundation $55,828.00 , ....... .......... ··--·-····--··t ----····· ............. ........... .... ..... . ............ .. .... . ...... .... .. ·.· .... ........ ··< $1,421,085.00 1Three Rivers Area Community Foundation $82,371.00 ; ' .. ................ ............ . . $1,200,324.00 !Keweenaw Community Foundation ; $25,429.00 j ;.........._ , .. ______________ ... ;.-......... ------ ······---····---·-----·· -----·-·---- ····---------·-·-----·----···-··· .............................. ·i 1 • $1,139,486.00 !Greater Frankenmuth Area Community Foundation $27,959.00! · $1,121 ,374.oo iLenawee Community Foundatioili ·: $1o,ooo.oo : '$T:6s8,796.06Tsl1Iawassee coiT;_~linity,FouilCiairoil--~·--·-- · . ·--- ····-· ............. ·····-·-··--· .. ............................................... .... ....................... .. ..... ································· ··· ··· ········· ....... -~. . ..... .............. ... ...... ... .......................... ..... ........................................... . ... . ..................................... .............. .. $953,560.00 iSault Area Community Foundation · ·l874i94:o6TM:ackinac Island Commun!ty Foundation $803,476.oo !H:uron County Community Foundation · $8-: is:ooo.oo!A.fgerReglonal c0~munit)r -F0liilciai1011 . $6i2;692.66!Man1steeCounty Community Foundation :······ ····· s;s·s 6587·:·aoTsa'faga..c0liliiy-coillffiliiliiy FoliilCiaiionr-··· -.. . 2 4 6 !~.~~±~.o~O.~J~~~~olc_r~~~~~~~~- -~o~~~u~!-~.!~~~~_'1~~~-~ . ••~· · c~.· __ , 16,964.00 : $68,800.00 j $13,669.00 ~ $10,786.00 , $1,2o0.0o : .~~.-~,,_- --- ·-~--··.-~·-· T<¥' Data from 1998 Fiscal year end 3/31/00 Fiscal year end 9/30/99 Fiscal year end 4/30/99 Fiscal year end 6/30/00 Fiscal year end 1131100 21 �Michigan Community Foundations Total Assets $1,600,000,000 $1,400,000,000 $1,200,000,000 $1,000,000,000 $800,000,000 $600,000,000 $400,000,000 $200,000,000 $0 1988 1989 1988 $233,380,117 1990 1991 1992 1993 1994 1995 Calendar Year End 1999 $1 ,481 ,431 ,763 1996 1997 1998 %Increase 635% 1999 �Michigan Community Foundations Total Grants $90,000,000 $80,000,000 $70,000,000 $60,000,000 $50,000,000 $40,000,000 $30,000,000 $20,000,000 $10,000,000 $0 1988 1989 1990 1988 $18,841,874 1991 1992 1993 1994 1995 Calendar Year End 1999 $82,348867 1996 1997 1998 1999 %Increase 337% �Grants That Make a Difference The following are summaries of 1999 grants submitted by community foundations for their community impact. (These grants are updated in the Fall of each year. Grant information for 2000 will be available in November of2001.) Allegan County Community Foundation Two grants have had a significant impact upon the community. One was a grant to purchase a computer for each of twelve Allegan County libraries for community use. The second grant funded for a shelter to provide in-house counseling for survivors of domestic violence. Ann Arbor Area Community Foundation The Shelter Association of Washtenaw County received a grant for their Money Management Payeeship Program to set up a money management payee for the persistently homeless who are on SSI or SSDI, in order to move them into long-term housing and free up beds for emergency overnight shelter. Another grant was to the Washtenaw Intermediate School District's School to Youth Learningfor Unserved Students and Education Project for Homeless Youth in order to hire a volunteer coordinator to be shared by the STYLUS and EPHY programs in an effort to provide services to a larger number of students. Barry Community Foundation See Proactive Youth Grants. Bay Area Community Foundation Twenty students from the alternative high school attended art classes at a new local facility, Studio 23. They were bussed 3 days a week to participate in classed for working in clay. Art is a perfect conduit for these young people because it takes discipline plus creativity. It provided a vehicle for expressing their emotions. Berrien Community Foundation Capstone Center received a grant to support the Zero to Three, a child abuse prevention program. The family of each child born in Berrien County is assessed for risk factors of child abuse. Depending on the outcome, assistance in the form of parenting training and in-home mentoring is provided. A grant to Bark River Harris High School for band uniforms also had a big impact. The band had never had uniforms before and it has instilled a sense or purpose and pride in those young people. Cadillac Area Community Foundation Funded a Greenway Project along the Clam River. Charlevoix County Community Foundation The City of East Jordan was awarded a grant from the Michigan Clean Initiative Bond Fund to develop a 40-acre parcel of wooded property into a major, multi-use recreational facility. The Community Foundation provided a grant to the City for a significant portion of the local match that was necessary to secure the award from the State. In addition, the Foundation helped leverage widespread financial support from other local organizations. Name "Community Park", the new facility will have outdoor, year-round activity areas. 24 �Community Foundation for Delta County The Downtown Development Authority-Historical Mural Project has added beauty of art to downtown Escanaba. It has added history and education to the downtown area, and displays the pride of our heritage to citizens and visitors of our community. Four County Community Foundation Two grants for the Romeo Community Schools-Enterprise High School had come under this category. The first, for a Transitions Program, provides tools for students to enter school after official start dates. The second, Building Futures, is an on-site nursery for students of Enterprise High. Grant funds were used to purchase equipment and provide students with parenting support. Community Foundation of Greater Flint Summer youth grants provide positive experiences for thousands of youth, while Block and Neighborhood grants develop social capital in the community. A grant to UM-Flint Reading Center supports literacy development. Fremont Area Community Foundation A grant to Brooks Township for their environmental conservation plan. This strategic model includes the community and has been a great success, particularly regarding the Muskegon River Watershed. This grant is on of the first forays into environmental grantmaking for the Foundation. Also, a grant for construction and operational support for the new Arts Center for Newaygo County will have a definite impact in the future. Grand Haven Area Community Foundation An award to the North Ottawa County Community Leadership Academy to provide scholarships for qualified candidates to participate in the 1999/2000 training has had a big impact. The leadership academy prepares future leaders to serve throughout the Northwest Ottawa County region. Over 250 area leaders have graduated from the academy in its thirteen-year history. Grand Rapids Community Foundation There are three grants that have had that have had a great impact on the community. "Select Grand Rapids Employer Assisted Housing Program" is a joint effort between the area Chamber of Commerce, the City, The Right Place and a "walk to work task force", formed to work with employers who are interested in helping their employees purchase a home. "Something Fishy" is a broad-based collaborative effort in which local artists and children worked together to create fish works of art that were placed throughout the area. This project engaged citizens of all ages, ethnicities and economic backgrounds in celebrating the community, diversity and connections. The Grand Rapids Community College Technical Education Center will offer technologically advanced training, and will be located within walking distance of the lowest income neighborhoods, offering affordable and accessible training in field that command a living wage, or higher. Grand Traverse Regional Community Foundation The new agency funds, some started with grants from other funds, could double their spendable income and have a long-term impact. In the short-term, the Foundation supports dental services to youth, prescriptions for seniors and family practice education. 25 �- - - - - - - - - - - - - - - - - - - - - - - - - - - - - --- - -------- Gratiot County Community Foundation Ashley, a small community in our county, received a grant to help fund the Character Counts program. Though the grant targeted students in grades 7-12, the whole community participated in the program. It was gratifying to see a program for kids that was supported by the entire community. The six pillars of good character are known and understood by students, parents, grandparents and townspeople. From our Children's Fund, an award was divided among 7 elementary schools to buy items that are basic humanitarian needs for children who are not having these needs met otherwise. The intent is that children learn better when their needs are being met, and the schools were thrilled to have funds which would allow them to provide for their students. Hillsdale County Community Foundation In 1998, the Foundation recruited a volunteer director to organize a Volunteer Center and made a grant for start-up expenses, with additional funding in 1999. The Volunteer Center is now almost self-sufficient and is helping to locate volunteers and resources for area nonprofits. This project has been a proactive effort to start and help a new nonprofit agency reach self-sufficiency. The Community Foundation of the Holland/Zeeland Area Three grants had a great impact on the community and were all part of collaborative projects. The first was to Macatawa Resource Center for a food pantry and human services organization under one roof. The second grant was to Zeeland Wetland Pavilion for a pavilion area and greenspace environment to be used by area schools and communities. The third grant was to Communities That Care Youth Conference which involved Y AE:e-rs to address needs and issues of youth under age 21. Huron County Community Foundation An important grant to our community was to the Sebewaing Recreation Club to help construct a playscape. This project was completed through the efforts of over 200 local citizen volunteers in the town of Sebewaing. Jackson Community Foundation As part of its commitment to Jackson County's Promise to Youth, The Jackson County Community Foundation will award a total of$325,000 from the Jackson County ISD over the next four years to support The Early Literacy in Jackson County Program. The Community Foundation will invest $100,000 in year one and $75,000 per year for the following three years. Kalamazoo Community Foundation A few of the grants that had an impact on the community include the Ministry with Community Award to the only daytime homeless shelter in the community. The grant is for capital expenses that will include building improvements and facility expansion. The Local Initiatives Support Coalition received a grant for Northside economic development activities, and the Kalamazoo Neighborhood Housing Services was given a grant to cover a portion of the direct project expenses for Building Blocks, a coalition of community agencies, institutions and citizens working together to revitalize neighborhoods. 26 �Mackinac Island Community Foundation Several grants have had an impact on the uniqueness of Island living. The Mackinac Island Housing Corporation was set up to construct affordable housing for year-round residents of Mackinac. The Community Foundation awarded a grant to the Housing Corporation for the completion of the first set of homes. The Foundation also awarded a grant to a local group to conduct English as a Second Language Classes throughout the summer for workers who come from all over the world to support the Island's tourist industry. In addition, two grants from environmental funds were awarded to help protect the Island. Manistee County Community Foundation The Foundation worked with the public radio station in developing five 10-minute segments that highlighted community services and collaborations in the county. Michigan Gateway Community Foundation This was the second year in a three-year initiative to bring emergency preparedness to the Buchanan community through the public safety mission of the Unity Hospital Fund. This year the plan included the purchase of three defibrillators and officer training for each local police car to give immediate assistance, and the purchase of a new Jaws of Life for a local fire department to more successfully extricate accident victims. Next year, computer community mapping for emergency services and hazardous materials identification will be addressed. Midland Area Community Foundation There were two projects with which the Foundation participated which had a significant impact on the community. First was the Central Auditorium "Restore the Dream" project. An art deco auditorium was restored and rededicated and is now used by all students within the Midland Public Schools as well as a number of community groups and nonprofit organizations. The second project was Trilogy Skate Park. It is the most highly used park in Midland and provides a safe haven for skateboard and inline skating enthusiasts, and is a model that is being replicated around the state and the nation. Community Foundation of Monroe County The most significant grant was to support the furnishing of a new library branch. The renovation of the library was broadly supported by the community, and the grant was significant because it came from four different funds and encouraged local co-action. Community Foundation for Muskegon County In 1999, the Foundation gave a $1.1 million grant to Grand Valley State University to support the Lake Michigan Center for Freshwater Research on the Muskegon Shoreline. The Lake Michigan Center will house classroom, laboratory, office and conference facilities. It will also be the permanent home of the WG. Jackson, GVSU's research vessel. GVSU's goal is to create a scientific research center on a par with Woods Hold and Scripps Institution of Oceanography, the premier research facilities on the United States' east and west coasts. 27 �Community Foundation for Northeast Michigan A grant to Hospice of Michigan for their Telehospice Program has had, and will continue to have, great impact. The project will study the use of interactive video technology as part of the care program. Hospice teams will be able to consult with families face-to-face, assess the situation and respond more quickly than if they had to drive to the location. ~I Petoskey-Harbor Springs Area Community Foundation A grant to the Tip of the Mitt Watershed Council provided funding for the initial stages of "Healing the Bear", a Bear River rehabilitation program. A grant to the Emmet Hockey Association helped to establish an indoor ice hockey arena for the Emmet County area. Community Foundation of Greater Rochester Two great initiatives illustrate our commitment to donor services. The John Elliott Fund was established by Mr. Elliott to support a local 24-hour cancer hotline so that patients do not feel so frightened and isolated. Mr. Wallace, a quadriplegic, established a fund to aid research in spinal cord injuries. Both funds address the donors' charitable goals and impact our community and beyond. Sault Area Community Foundation The grant given to the Munuscong River Watershed Project to increase environmental and outdoor learning experiences in our community schoots had the most impact. We were also able to leverage this grant with funds from the Michigan Community Service Commission Learn and Serve grant. Students and adults alike participated in water quality testing and clean-up of sites along the river. Sturgis Area Community Foundation Grants for local initiatives to combat drug and alcohol abuse in our community had a great impact, as did a grant to help fund a new organization to help integrate our growing and diverse population and an award to support the revitalization of deteriorating homes and neighborhoods. 28 �Leadership Role of Community Foundations The following are summaries of 1999 leadership activities submitted by Community Foundations. Allegan County Community Foundation The implementation of an education program for middle school students on issues impacting their lives-substance use, pregnancy, self-esteem building, etc. is one of our convening roles. Ann Arbor Area Community Foundation The Foundation has served as a member and then Chair of the Washtenaw County Continuum of Care Board. Barry Community Foundation The Foundation applied for and received a grant from the Coalition of Community Foundations for Youth. The purpose of the grant is to perform a needs assessment/asset map of the Youth Programs and services for Barry County. We have involved businesses, nonprofits, religious organizations and the youth community in this project and know that we will be able to create a plan to make a difference in the way youth programs are viewed and created. Bay Area Community Foundation Our Environment Committee convened many partners and leveraged funding to develop Measures of Success, a process for getting the Saginaw Bay Watershed unlisted as an environmental Area of Concern. Grants from several funders were pursued by the Foundation. While the Foundation itself did not fund this project, it brought together the financial resources that were needed. Cadillac Area Community Foundation Worked with organizers of the Greenway Project to assist development and funding . Charlevoix County Community Foundation Two cities in our county were awarded grants from an out-of-state foundation for building and upgrading library facilities complete with all technological enhancements. The Foundation served as the local conduit through vyhich all funds were routed to pay construction vendors and provide accounting for the project. Community Foundation of Delta County One impact has been taking a lead role in bringing together a business/industry/educational group called the Delta County Partners in Education. The purpose is to build bridges between Partners and the Community and to provide strong, general support to the education process involving the youth of Delta County. Dickinson County Community Foundation The Foundation has played a significant role in the development and expansion of the Dickinson County Resource Center, of which we have been fiduciary for the past 3 years. In addition, the YAC has not only grown in membership but has gained recognition and visibility in the community through their grantmaking and community involvement. 29 �Community Foundation of Greater Flint Leadership roles included convening the community to develop strategies to address and reduce racism, and helping to convene and participate in initial planning around strategies to improve public education. Four County Community Foundation Our new Healthy Seniors/Healthy Youth Fund has prompted us to create a Senior Citizen Information Group which is meeting twice a year to exchange ideas, area needs and interest in collaborative efforts. Fremont Area Community Foundation The Foundation was instrumental in bringing communities together to develop after-school programs in each of the five school districts in Newaygo County. The programs provide tutoring as well as emichment programs for students. Parents and community members volunteer in the programs. In addition, in 1998 the Foundation established an endowment for each nonprofit in the county. We continue to provide technical assistance for these organizations and late in 1999 began a series of programs covering topics such as fundraising and board development, through satellite downlinks at our offices. Grand Haven Area Community Foundation The grant mentioned in previous section, as well as other grants made by the Foundation, attest to its position in taking a leadership role in our community by acting as a convener for community discussions, a catalyst for needed change and developing community leaders. Grand Traverse Regional Community Foundation The Foundation has played a leadership role in working with the Chamber of Commerce and area communities on environmental and land use issues; developing positive youth assets, which are established in cultural and recreational areas; and developing resources for nonprofit fund raising education. Gratiot County Community Foundation Our Foundation is highly involved in Community Planning for the Future. The Executive Director and many Foundation Board members play an active role in the Gratiot County Strategic Plan committee. This is a very active and encompassing group, which for several years has studied the needs of our county and has established countywide goals to meet those needs. The committee is also instrumental in instituting the plan to allow those things to happen. Developing Community Leaders is another program. It is amazing that a county of under 40,000 people can have 125 youth who take part in YAC activities. Hillsdale County Community Foundation The Foundation is taking a leadership role in spearheading a drive to raise $1.7 million to purchase and renovate a 23,000 square foot office building, which will be used by our major nonprofit organizations. 30 �Huron County Community Foundation Two trustees and the Executive Director of the Foundation Board took an active role as members of the Huron County Multi-Purpose Collaborative Body in the project development of a Rural Health Initiative Grant the Huron County received from the Michigan Department of Community Health. This is a fifteen-month grant that addresses substance abuses and low-income farm families to increase their health through increased participation in county human services. Jackson Community Foundation The Foundation played a leadership role in several areas. One was to lead the community-wide Jackson County's Promise to Youth Initiative. Retired General Colin Powell was brought to town to help kick off the effort. In addition, the Foundation led the effort to explore neighborhood revitalization by leveraging home ownership-based on the Neighborhoods, Inc. model in Battle Creek. Kalamazoo Community Foundation The Kalamazoo Community Foundation launched an extensive planning process to reassess our CLL priorities. Working with our community partners in the nonprofit sector, government and neighborhood, we identified Individuals and Families, Education and Learning, Economic Development, Community Engagement and Youth Development as priorities for the community. As a result of our realignment of priorities we hosted a community 1st Annual Meeting with 750 people in attendance to explore social capital. Social capital is defined as the features of social organization that facilitate coordination and cooperation for mutual benefit. - Leelanau Township Foundation The Foundation is presently working to get affordable housing in this high property tax area. Local families , which grow up here, cannot afford to stay due to high property values. We would like to find a way to keep our young families here. Mackinac Island Community Foundation Mackinac Island has unique problems associated with island living, including sustaining a viable, year-round community. As the year-round population declines, it becomes more difficult to support a school, churches, etc. Next to the lack of affordable housing, the most common reason that young families cite for leaving the Island is lack of childcare. With our advisory committee for Healthy Youth and Seniors, the Foundation has taken a leadership role in developing a child care facility on the Island. It is hoped that providing access to such care will eliminate one obstacle to daily life on the Island. Marshall Community Foundation The Foundation continually promotes caring for the community. We are dedicated to serving the community, and we are proud of the role we have played in making the quality oflife in and around Marshall even better. Michigan Gateway Community Foundation As the result of an incentive built into a new fund for the Buchanan Public Library, the Foundation served as an initiator and hub for meetings and services to explore the issue of developing a district library to serve contiguous communities identified by the school district. As a result of this initiative, and through the vision and determination of the Foundation's Chair, the library has been identified as a district library and a milage election will be set to purchase a building and make the library an independent entity better able to offer modern patron services. 31 �Midland Area Community Foundation The Foundation led the County in community planning for the future. Through the use of interviews with community leaders, focus groups, a newspaper survey, and a random sample telephone survey we determined what residents feel are our assets, liabilities and needs for the future. Other area foundations, governmental units and nonprofit organizations are also using the compiled data. Through the Foundation's newsletter, we are continuing to update the community regarding progress in certain areas, and we will be using the data to develop a moreproactive grantmaking process. Community Foundation of Monroe County In the late summer of 1999, a builder, excavating a building site, uncovered an historical cemetery. The Trustees of the Foundation stepped in to mediate the ensuing furor, and successfully persuades all parties to lay aside the question of blame and work toward a resolution. The Foundation then convened a public meeting to form a grass roots committee to investigate and recommend a solution. Thousands of hours of time were donated in order to determine the perimeter of the cemetery, and three lots were bought back from the builder to preserve the site. The Special Projects Fund for the Friends of St. Antoine has been established in the Foundation. A memorial was dedicated on November 28, 2000. Community Foundation for Muskegon County The Foundation continued its involvement with the Great Lakes Environmental Collaborative to build on earlier efforts to expand the role of community foundations in promoting community capacity to address environmental issues. Pha~e II ofthe Collaborative included assistance and incentives for environmental organizations to establish an organizational endowment fund within the Community Foundation. Four new funds were established, each with a matching grant from the Great Lakes Environmental Collaborative. Community Foundation for Northeast Michigan We are becoming known as "the" organization in Northeast Michigan to bring interested parties together on community issues, through our Community Leaders Luncheons and Community Forums on environmental issues. Petoskey-Harbor Springs Area Community Foundation We co-chaired Leadership Little Traverse, a leadership training program to inspire participation in community leadership roles. We also acted as a conduit for donors to purchase valuable property and develop it into a community park. The land was eventually gifted to the city to hold/own. Community Foundation for Greater Rochester The Foundation is providing technical support to nonprofits through several different community projects. We have acted as the fiscal agent and convener for two public park projects; assisted Dinosaur Hill Nature Center in fundraising activities and fund distribution; partnered with the City of Rochester Hills and residents of southeastern Michigan for the Mike Walden Velodrome; and, in the winter of 2000, began working with the Rochester Hills Museum on a capital campaign. The Foundation has become a logical choice for community development and technical assistance to nonprofits based on years of successful partnerships. 32 �Sault Area Community Foundation We have leveraged funds to meet community needs. With our grant to a local playground project other community members were inspired to donate funds. We also provided financial management for the project at no charge to the community. Our involvement in this project has not only been good for the community but also for the Foundation, as it has led to a new endowed fund. The project was a true reflection of community leadership. Sturgis Area Community Foundation One of our leadership roles has been undertaking the construction project for a 20-acre youth soccer park in the city. Upper Peninsula Community Foundation Alliance In the Les Cheneaux community (Cedarville), our affiliate has been the catalyst in the creation of a community library and cultural center. 33 �I Section III: Michigan Community Foundations' Youth Project Update Youth WOKO Kellogg Challenge Grant Totalsoooooooooo ooooooooooooooooooooo ooooooooooooooooooo35 YAC Best Practicesoooooooooooooooooooooooo ooooooooooooooooooooooooo ooooooooooooooooooooooooooooooooooooooooo38 Total Amount ofYAC Grants (graph) Oooooooooooooooooooooooooooooo oooooooooooo ooooooooooooooooo o39 Total Number of YAC Grants (grap~) oooooooooooooooo oooo oooooooooooooooo oooooooo oooooooooooooo oo.40 Number ofYACs Making Grants (graph) oooooooooooooooooooooooooooo ooooooooooo ooooooooooooooo.41 YAC Grant Summary 0000000 000 00 0000000 0000000 000 00 00 00 000 000 0000000000 0000 000 000 00000 00000000 00000000 00 042 - Proactive and Creative Grants Made by Youth Advisory Committees 000000 000000 000000 00 oo 000 000000 0000 00000 00 0000 0000000 000 00.45 �-----------------------------·~----~ --- - - ---- - - - - - --- ---- - WKKF CHALLENGE GRANT TOTALS 1989-2000 Community Foundation Approved Grant Amount Total Grants Paid Albion Community Foundation $187,500.00 $187,500.00 Alger Regional Community Foundation $120,000.00 $119,590 .00 Allegan County Community Foundation $1,000,000.00 $1,000,000.00 Ann Arbor Area Community Foundation $1,000,000.00 $1,000,000.00 $60,000.00 $60,000 .00 $176,050.00 $170,550.00 Barry Community Foundation $1,000,000.00 $1,000,000.00 Bay Area Community Foundation $1,000,000.00 $1,000,000.00 Bedford Fund $123,704.00 $123,704.00 Berrien Community Foundation, Inc. $750,000.00 $750,000.00 Branch County Community Foundation $950,000.00 $938,665.00 Cadillac Area Community Foundation $979,109.00 $904,451 .00 Capital Region Community Foundation $1,000,000.00 $1,000,000.00 Charlevoix County Community Foundation $1 ,000,000.00 $1,000,000.00 $50,000.00 $46,584.00 Clio Fund $140,000.00 $140,000.00 Community Foundation for Delta County $421,922 .00 $421,922.00 Community Foundation for Mason County $275,000.00 $275,000.00 Community Foundation for Muskegon County $1,000,000.00 $1,000,000.00 Community Foundation for Northeast MI $1,000,000.00 $1,000,000.00 $465,000.00 $465,000.00 Community Foundation for Southeastern MI $1,000,000.00 $1,000,000.00 Community Foundation of Greater Flint $1,000,000.00 $1,000,000.00 $240,000.00 $240,000.00 $2,000,000.00 $2,000,000.00 Community Foundation of Monroe County $179,799 .00 $179,799.00 Community Foundation of St. Clair County $1,000,000.00 $1,000,000.00 Community Heritage Foundation of Eaton Rapids $25,000.00 $25,000.00 Constantine Area Community Foundation $50,000.00 $50,000.00 Coopersville Area Foundation $200,000.00 $200,000.00 Dickinson County Area Community Foundation $500,000.00 $500,000.00 $50,000.00 $50,000.00 Fenton Fund $213,489.00 $213,489.00 Forest Park Area Community Fund $339,343.00 $317,343.00 Four County Community Foundation $491,300.00 $491,300.00 Athens Community Foundation Baraga County Community Foundation Clare County Community Foundation Community Foundation for Oceana County Community Foundation of Greater Rochester Community Foundation of Holland/Zeeland Area Eaton County Community Fund �Community Foundation Fremont Area Community Foundation Approved Grant Amount Total Grants Paid $1,000,000.00 $1,000,000.00 $150,500.00 $150,500.00 Grand Haven Area Community Foundation $1,000,000.00 $1,000,000.00 Grand Rapids Community Foundation $1,000,000.00 $1,000,000.00 Grand Traverse Regional Community Foundation $2,000,000.00 $2,000,000.00 $350,000.00 $350,000.00 $75,000.00 $75,000.00 Greater South Haven Area Community Fund $100,000.00 $100,000.00 Greenville Area Community Foundation $967,662.00 $967,662.00 $1,000,000.00 $1,000,000.00 Homer Area Community Foundation $262,500.00 $262,500.00 Hudsonville Community Foundation $22,500.00 $22,500.00 Huron County Community Foundation $200,000.00 $200,000.00 Ionia County Community Foundation $13 5,000.00 $135,000.00 Kalamazoo Community Foundation $1,000,000.00 $1,000,000.00 Keweenaw Community Foundation $504,535.00 $423,201.00 Lapeer County Community Fund $410,000.00 $410,000.00 Leelanau Township Foundation, Inc. $192,500.00 $192,500.00 Lenawee Community Foundation $990,525.00 $982,625 .00 Les Cheneaux Community Foundation $150,000.00 $150,000.00 M&M Area Community Foundation $627,500.00 $627,500.00 Mackinac Island Community Foundation $240,000.00 $236,349.00 Manistee County Community Foundation $37,500.00 $37,500.00 $250,000.00 $211,357.00 $1,000,000.00 $1,000,000.00 Mecosta County Community Foundation $235,000.00 $233,798.00 Michigan Gateway Community Foundation $505,000.00 $497,285.00 $1,000,000.00 $1,000,000.00 Missaukee County Community Foundation $36,098.00 $32,098.00 Mt. Pleasant Area Community Foundation $575,000.00 $575,000.00 Negaunee Community Fund $100,000.00 $100,000.00 $1,000,000.00 $1,000,000.00 Norway Area Community Fund $76,139.00 $65,639.00 Osceola Community Foundation $192,000.00 $192,000.00 Otsego County Community Foundation $62,500.00 $62,500.00 Paradise Community Fund $25,000.00 $17,001.00 $1,000,000.00 $1,000,000.00 Grand Blanc Fund Gratiot County Community Foundation Greater Ishpeming Community Fund Hillsdale County Community Foundation Marquette Community Foundation Marshall Community Foundation Midland Area Community Foundation North Central Michigan Community Foundation Petoskey/Harbor Springs Area Community Foundation �Community Foundation Saginaw Community Foundation Approved Grant Amount Total Grants Paid $1,000,000.00 $1,000,000.00 $474,973.00 $473,820.00 Sault Area Community Foundation $85 ,989.00 $248,307.00 Schoolcraft County Community Foundation $40,000.00 $40,000.00 Shiawassee Community Foundation $566,650 .00 $541,271.00 Southfield Community Foundation $504,134.00 $470,384.00 $50,000.00 $45,203 .00 St. Ignace Area Community Fund $130,000 .00 $130,000.00 Straits Area Community Foundation $100,000.00 $100,000.00 Sturgis Area Community Foundation $700,129.00 $666,879.00 The Battle Creek Community Foundation $1,000,000.00 $1,000,000.00 The Jackson County Community Foundation $1,000,000.00 $1,000,000.00 Tuscola County Community Foundation $1,000,000.00 $1,000,000.00 $580,614.00 $306,864.00 $50,000 .00 $44,388.00 Sanilac Area Community Foundation Sparta Community Foundation Upper Peninsula Community Foundation Alliance Wyoming Community Foundation TOTAL $45,742,164.00 $45,246,528.00 �A COMMUNITY FOUNDATION YOUTH ADVISORY COMMITTEE BEST PRACTICES Adopted by Michigan Community Foundations' Youth Project Trustees June 1997 The following Best Practices are recommended as criteria for operating a Youth Advisory Committee (Y AC). It is helpful to review these annually as part of a self-audit process. The role of the YAC is to recommend grants from a permanent Youth Fund after assessing local youth needs, be involved in fund development, and support systems for involving youth in philanthropy. 1. The YAC is adopted by the Board as one of the permanent standing committees of the community foundation. 2. TheY AC meets a minimum of six times a year. 3. YAC membership of at least 7 youth is representative ofthe youth community. 4. A trained adult advisor works with the YAC. 5. There is an annual orientation process for new YAC members. 6. As the basis for grantmaking, the YAC collects information, at least every three years, about the assets and needs related to youth in its community. 7. YAC members are provided opportunities to be involved in fund development. Helping to ensure the continued growth of the youth fund, emphasis should be placed on donor calls and community presentations, based on local youth issues and concerns, rather than "fund raising" activities. 8. TheY AC completes an annual proactive grantmaking process, that involves and builds the capacity of youth as resources and decision makers in their communities, and results in the recommendation of grants to the community foundation Board. 9. Y AC members should participate in available leadership training opportunities. 10. A process to evaluate its activities, including the effectiveness of grants. 11. Y AC members have an opportunity to meet annually with members of the Board of Trustees of the community foundation. When appropriate, Y AC members may attend board meetings, participate in an annual meeting, or join in special events that provide opportunities for sharing with the Board. 12. Grantmaking by the YAC is featured in annual reports, newsletters, public presentations, and other communications tools. This communicates to the wider public the importance of the YAC and youth involvement as community problem-solvers. 13. The community foundation may support a project funded by the YAC with income from a different endowment fund. The community foundation board may jointly fund a project with the YAC. 14. The YAC may review youth-related proposals that are submitted to the community foundation atlarge. As experienced grantmakers, Y AC members can provide valuable insights into the value of projects serving youth. 38 - J �Michigan Community Foundations' Youth Advisory Committee (YACs) Making Grants 90 80 70 60 50 40 30 20 10 0 1989 1990 1991 1993 1992 1989 Number 2 1994 1995 1996 August 2000 79 1997 1998 1999 Aug-00 �Michigan Community Foundations' Youth Advisory Committees Total Number of Grants Made 4500 4000 3500 3000 2500 2000 1500 1000 Cummulative 500 0 0 1989 1990 1991 1992 1993 1994 Number of Grants 1988 Cumulative 3 1995 1996 Aug. 2000 424 1997 1998 Cumulative 4,478 1999 Aug. 2000 �Michigan Community Foundations' Youth Advisory Committees Total Amount of Grants Paid $9,000,000 $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 1989 Amount 1990 1991 1992 1989 $19,203 1993 1994 1995 1996 Aug. 2000 $777,697 1997 1998 1999 Aug-00 Cumulative $ 8,138,669 �YAC Grant Summary 42 �Y AC Grant Summary (continued) 43 �YAC Grant Summary (continued) ;Shiawassee Community Foundation Sparta Community Foundation St. Ignace Area Community Fund Straits Area Community Foundation Sturgis Area Community Foundation -· The Battle Creek Community Foundation •••~•.<·~o·.vo ·.·---~ ~-----~._ . ._,, __ ~ -~ -- •·~ Oo•- -AO -~~ -V~.'- ' '"m •.••w- '0 --·-·.··-··-- ·• ·~~-¥¥0'¥¥0~.¥ ·· ~-~~---~ - - --------- ,rh.e Iacksoil~c0li111"Y . coffiffil.1ilit)r~F' 0tiilctatT011 $7,515.00 ! $4,299.oo i ~-- -·-···-·· i4 ..$Ti'(926.oar-· . ........ .. . - . 66 .......................... ··········--- ~---···· $247,298.50 1 $372,590.55 i ••=»•~•~ · "V-'''-~~-·-· o-wo••-=•vv• • w ·Mvo ',_.,.V _, -~w-~·-~v o o•.w~w.v =•-••-••~=- -~- --· ov··•o 0'""-'''''~''''V··· ' '" '" '~---- ·•·• $33j56.oo: :Tuscola County Community Foundation !Wyoming Community Foundation .•v.-••--·• •-•~•--"v··-·,·.··v.· --.., ,, , • o $4,925.00 t~==~~~~-~~~~~-~!~~~- ss_::. ~~ -~E~~~~~~-~~~=-:~~~?) Total YAC Grants Paid: •-··~• .... . ~- -----.- ,~···•-•w• •• w~·- ·.wvAo' ·.···•··«-•· ··~ VN~<''¥' ''· _ _ . -·--- _ ----·····-·· ------·-·--··--·--·-···-·· · · . . ........ . $8,138,669 Total Number of Grants Paid: Total Number ofYACs Making Grants: 79 44 �EXAMPLES OF PROACTIVE AND CREATIVE GRANTS MADE BY YOUTH ADVISORY COMMITTEES Ann Arbor Area Community Foundation The grant to the Ann Arbor Teen Center (Neutral Zone) had significant impact for three reasons. First, the grant was matched 2:1 with a $50,000 gift from an individual donor. Second, the Neutral Zone was able to grow in its second year of operations as a result of theY AC grant. Third, the Neutral Zone provides a focal point for youth development and community involvement through its Youth Advisory Committee, new and ongoing programs, and mission. Barry Community Foundation The Youth Advisory Council created a mini-grant program to include and educate youth about grants. The Student Senate of3'ct, 4th and 5th graders from an area elementary school decided to take advantage of this and completed a needs assessment oftheir community (school). They found that an outdoor thermometer would help with Science classes and outdoor clocks would benefit their community. Teachers, students, and parents associated with the school learned the importance of grant writing and philanthropy. Bay Area Community Foundation A grant awarded to the Boys and Girls Club had a significant impact on our community. This grant was earmarked to help fund the construction of a Club Unit in an area that has a large number of atrisk youth, and no structure in place to provi-de- healthy, positive, and safe recreation for the youth. This was seen as a very worthwhile project in our community, and the involvement of our Youth Initiative was seen as a natural fit. Branch County Community Foundation "Bronson's Backyard" , a community-built playground and "Books for Everyone" , a program where local elementary children from low-income families, were able to visit a bookstore and choose a book to own are two examples of our proactive grantmaking. Cadillac Area Community Foundation A grant for First Night of Cadillac brought hundreds of people together for a community celebration. Charlevoix County Community Foundation The YAC has identified the scarcity of recreational activities and facilities in Northern Michigan as a priority for grant making. In the past four years, five grants have been given to the Top of Michigan Trails to help support the development of more than 180 miles of multi-use recreational trails. The main purpose is to provide area residents and visitors with safer, off-road access to many outdoor amenities. Community Foundation of Delta County The Delta County Women's Fastpitch Clinic gave importance and created an even greater interest for girls to actively participate in softball by giving equal importance to girls' softball as to boys' softball. This program is countywide and provides the opportunity for young women to participate. 45 �. ....... ··- -·-- ------ - - - -- ·--- - - ------·- - - --··---- - - - - - · - - - · - -· - .. Community Foundation of Greater Flint A grant to Area Students Against Prejudice (ASAP) for a Youth Summit to establish ASAP Clubs throughout the community is one our proactive youth grants. As a result of this summit, ASAP Clubs have been founded in each of the Flint Area Middle Schools as part of the After School Programs run by the 21 51 Century Learning Centers. Task force members also developed a curriculum for this program. Fremont Area Community Foundation One of our proactive grants was to Newaygo Public Schools for their Youth-to-Youth Mentoring program, which provides funds for high school students to tutor and mentor elementary school students. This program has improved the self-esteem of both high school and elementary school students. Grand Rapids Community Foundation Members of a sixth-grade service learning class at Cedar Springs Middle School missed a school dance, but they earned $7,000 toward a program that will provide themselves and their classmates after-school activities for years to come. Following a needs assessment of their peers, which determined that students had few opportunities for structured activities after school, they approached the Cedar Springs Parks and Recreation Department to develop a plan to respond to the issue. A grant proposal to fund the plan activities was submitted to the YAC , which approved it. Additional matching funds may be made available through Cedar Springs Community Education. Gratiot County Community Foundation Blast from the Past, Blast to the Future, a project done by a 6111 grade class and a senior citizens group, had an impact on our community because of the recognition received by the sixth grade teacher. The class was completing a Celebrate the Century project and wanted to learn firsthand about things in the 1900s. The students installed an extra phone line in the Senior Building and taught the adults about the Internet. The teacher received a state award for the project. Hillsdale County Community Foundation Probably the greatest impact on the Hillsdale County area will be the formation of a Big Brothers/Big Sisters organization. The request for this organization came from a group of very active citizens recognizing a long unmet need. Collaborative effort was developed with the public schools and the after school program "Lasting Impact". The BB/BS organization in Jackson is extending its program to embrace the Hillsdale County effort. It has the potential for serving many young people in this county for years to come. The Community Foundation of the Holland/Zeeland Area A collaborative effort by area nonprofits serving human service needs. The building is on the northside of Holland that has a very diverse population and many needs were previously unmet. The facility will serve many of those needs. Jackson County Community Foundation The grant for the Asset Assessment Survey (lSD.) The Foundation's grantmaking has been driven by the results of this survey. Results were very much in line with Jackson's Promise to Youth, our YAC made a 3-year commitment to fund projects which could meet one or more of the 5 Promises, as put forth by Colin Powell. 46 �Kalamazoo Community Foundation There are so many ways to answer this one! We give grants that provide summer programs for Lakeside Residence; to the YMCA working with the Kalamazoo Juvenile Drug Court, which may have a greater long-term impact; and to the Ministry with Community, as sole supporter of a program to buy birth certificates needed for school and health care. The real answer is that theY AC fills cracks and gives crucial support in many small ways. We haven't looked to make few large impacts with dollars, preferring to fund small pockets of great need in organizations that use their money wisely. Leelanau Township Community Foundation Because 1999 was the community's sesquicentennial year, Y AC gave grants to help the celebration be a success. One was to show what youth wore in 1849, and the other grant was to help with the presentation of a local playwright on the history of the area. Mackinac Island Community Foundation Although it was not a large grant, the YAC awarded a grant to create special stuffed bears to be given to young children who need to visit the Island Medical Center. The Medical Center worked with the YAC to find the bears and create the program, and together they worked with younger children to create special tags for each bear to wear. The Medical Center received such positive feedback from the children and the parents that the program had been continued. Manistee Count)' Community Foundation Our YAC helped to sponsor Earth Save 2000, a one-day workshop for Manistee and Benzie County T" and gt" graders. The day was filled with informative and fun activities about saving the environment. Music tours, eating with completely recyclable dinnerware, youth panels and exhibits all added to the success of the conference. Michigan Gateway Community Foundation The most effective grant was a collaboration with Big Brothers/Big Sisters of Berrien and Cass Counties and the Cass County Youth Committee. It combined distribution of the YAC needs assessment with a survey for the Youth Committee asking for after-school resources offered through private, public and nonprofit services. The Youth Committee distributed the materials and BB/BS was given an administrative stipend to develop a common mailing list and a resource database. The Y AC then compiled the needs assessment information, which generated considerable interest from human service providers regarding the development of health services and drug awareness programs in schools. Midland Area Community Foundation The YAC recently initiated a minigrant program for students in kindergarten through fifth grade. It has been rewarding and fun to see these requests and grant money to fund their projects. Community Foundation of Monroe County A small grant to the 4-H Club was a good learning experience. As part of a community service project, the Club applied for a grant to help acquire new Christmas tree trimmings. The YAC didn't think it would be true community service if they paid for the entire amount, so they offered a 1:1 match. The Club worked hard to get the money and the YAC received credit for the new trimmings. 47 �Community Foundation for Muskegon County In 1999, the City of Muskegon and a group of local teens teamed together to create a skatepark in Seyferth Park in Muskegon. The City felt that it would be helpful for skateboarders to have their own park, as it would be safer for them to stay in one area and help preserve other parks. To help teens with fundraising, YAC offered a 1:1 matching grant up to $10,000. In June 1999, the park opened boasting a series of ramps, several quarter and half pipes, pyramids, etc. on which people can skateboard, bike and in-line skate. Community Foundation for Northeast Michigan The YAC recommended a grant for the Alpena Skateboard Park project, a collaborative effort. Area youth and adults worked hard to develop a safe place for skateboarders to practice their sport. This grant reinforced the positive image ofthe YAC and the Community Foundation through the collaborative aspects required for the successful completion of the project. Petoskey-Harbor Springs Area Community Foundation A grant to Littlefield Public Schools to provide after school activities during the summer months to middle school aged children is one example of our proactive youth grantmaking. Community Foundation of Greater Rochester In light of recent examples of violence in schools, our Youth Committeee focused on the issue of violence in a number of grants. They funded several grants that provided either peer mediation training, a teen rate workshop, or family violence prevention. All of these grants had the common element of training that was then disseminated t o other students. This training was provided to both high schools and all middle schools. Sault Area Community Foundation The grants made to the Chippewa County Health Department for bicycle helmets have made an impact on the community. The safety issues of riding bikes without helmets has been addressed and now we are seeing more youth wearing helmets because of the fun approach the program took. Wearing helmets was promoted as the cool thing to do, and parents were also given helmets so they could act as role models. Sturgis Area Community Foundation The grant with the most impact was to the Youth for Christ Center for after school programming. These programs are to give students a place to go with positive things to do, instead of nothing to do and getting into trouble. 48 �Note: Information listed in this publication was compiled from data submitted by community foundations to the Council of Michigan Foundations regarding grants funded by youth advisory committees under the Michigan Community Foundations' Youth Project (MCFYP). �THE COUNCIL OF MICHIGAN FOUNDATIONS IS AN ASSOCIATION OF FOUNDATIONS AND CORPORATIONS MAKING GRANTS FOR CHARITABLE PURPOSES. CMF ASSISTS MEMBERS TO IMPROVE AND INCREASE PHILANTHROPY IN MICHIGAN. Council of Michigan Foundations One South Harbor Avenue/Suite 3 P.O. Box599 Grand Haven, Michigan 49417 (616)842-7080 FAX (616)842-1760 (!) Printed on Recycled Paper � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2000_Member-Directory-2000-2001 Title A name given to the resource Council of Michigan Foundations Member Directory 2000-2001 Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations Member Directory 2000-2001. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50389 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000/2001 https://digitalcollections.library.gvsu.edu/files/original/415faa6cf8e7185c758a94bdd0e31e90.pdf 3cfbe35f13eba7ace9426d4f11edfd7e PDF Text Text Tab 7 Page 53 Date: September 18, 2000 Memo to : Board of Trustees From: Supporting Organization Committee Maureen H. Smyth, Chair Re: Annual Members Meeting of the Supporting Organization Committee The Supporting Organization Committee of the Council ofMichigan Foundations met today, September 18, 2000 by telephone conference for the purpose of conducting the Annual Members Meeting of the two supporting organizations - the Michigan AIDS Fund (MAF) and the Michigan Community Foundations' Ventures (MCFV). The Committee wishes to report that both organizations have continued to fu lfill their missions in a year of transition as noted below. The meeting was called to o rder at 1:00 p.m . by Maureen Smyth, Chair. Participants in the call in addition to Ms. Smyth included: C. David Campbell, Elizabeth Sullivan, Gil Hudson, Marion Noland, Jack Hopkins as Chair ofMCFV, Leonard Smith as Chair of MAF, Rob Collier and David Lindberg from Ctv1F. The Michigan AIDS Fund The Committee presents the following resolution based on its meeting for new trustees of the Michigan AIDS Fund to be elected by the Cl\11F Board of Trustees - as set forth in the resolution adopted by the Executive Committee of the Council of Michigan Foundations on September 27, 1993. Each of the Trustees currently serves on the Board and is eligible to serve an additional term. A complete list of the Board of the Michigan AIDS fund follows this report. Resolved that the following individuals be appointed to the Board of Trustees of the Michigan AIDS Fund for the three year term ending 2003 . • Carolee Dodge Francis, D•clanson County Community Foundation • Jay Kaplan, Michigan AIDS Alliance • • • Susan Broman, Steelcase Foundation Terri Wright, W . K. Kellogg Foundation Barbara Jones. City of Detroit Health Department Mr. Lindberg reported on the successful audit fo r the fiscal year ending March 31 , 2000 by Price WaterhouseCoopers. Mr. Smith commented on the Board's decision to seek a full time executive director whom they hope to have in place in January. A memo summarizing highlights of the year along with an explanation of grants made is also included with this report. �54 Michigan Communitv Foundations' Ventures The Committee presents the foUowing resolutions based on its meeting for new trustees of the Michigan Community Foundations' Ventures to be elected by the CMF Board of Trustees- as set forth in the resolution adopted by the Executive Committee of the Council ofMichigan Foundations on September 27, 1993. In addition to the Class of 2003 being recommended, three additional Trustees to the Class of 200 I and 2002 are being recommended to bring the Board ofMCFV to fuU strength. A complete list of the Board of the Mjchigan Community Foundations' Ventures foUows this report. Resolved that the foUowing individuals be appointed to the Board ofMichigan Community Foundations' Ventures for the three year term ending 2003: • • • • • Jack E . Hopkins, Kalamazoo Foundation Diana R . Sieger, Grand Rapids Foundation & CMF Trustee Lucy R . Allen, Saginaw Community Foundation Olivia P. Maynard, Community Foundation of Greater Flint, & CN!F Trustee James W. McCall, Hillsdale County Community Foundation Four of these individuals have served in the initial start-up year ofMCFV and are eligible to serve fo r a full three-year term. Mr. McCall is being presented as a new nominee in addition to the thiee other names being recommended in this next resolution. Resolved further that the following individuals be appointed to the Board of Michigan Community Foundations' Ventures for the one year term ending December 2001 and the two year term ending December 2002. For the Class of200 I • Jeanne Snow, Grand Traverse Regional Community Foundation • David A. Woodworth, Upper Peninsula Community Foundation Alliance For the Class of2002 • Neeta Delaney, Jackson County Community Foundation & CMF Trustee Mr. Lindberg reported on the successful audit for the fiscal year ending March 31, 2000 by Price WaterhouseCoopers. Mr. Hopkins commented on the success of the Phase l products being developed by the Venture Products Task Force both in Michigan and outside ofMichigan and noted that discussions are underway with both the Council on Foundations Communicy Foundations Leadership Team and the Community Foundation Institute at the Center on Philanthropy at Indiana University on possible joint ventures to help the community foundation field. As summarized in the brief highlights report also enclosed, Mr. Hopkins added that nearly all ofMchigan's community foundations are well along in adopting the standards that have been required to participate in the Advisors Campaign which is the primary component of Phase II of the Venture Products Fund. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2000_BB_2000-10-01_Supporting-Organization-Committee Title A name given to the resource Council of Michigan Foundations 2000-10-01 board book supporting organization committee Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2000-10-01 board book supporting organization committee. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50388 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-10-01 https://digitalcollections.library.gvsu.edu/files/original/4a754ecf58427b7fd0750141294a340f.pdf 665f201abd7f4bd71b7881cbf5c52191 PDF Text Text Date: September 18, 2000 Memo to: Members of the Board of Trustees From: Ranny Riecker, Chai & Rob Collier, President Re: Strategic Planning Session Sunday, OctoberjJ, 1:00 p.m. Tower C, Lower \Level We look forward to having you join us for a facilitated discussion on the following agenda items. Box lunches will be available at 1:00 p.m. when we start. • Overview our planning process and timeline • Review and modify the issues raised by the shifting landscape of philanthropy • Discuss the implication of these issues for CMF • Identify current strengths and weaknesses of CMF relative to the shifting landscape of philanthropy (where are our opportunities, vulnerabilities and threats?) • Revisit the CMF Mission and purposes • Identify topics and questions we would like to use to solicit input from our members and other stakeholders • Discuss and define next steps in the long range planning process. Enclosed are three items for your re iew: • Notes from our September 6 Long-Range Planning Session • Managing Our Future from Williams Marketing Services • Foundations for the Future: Emerging Trends in Foundation Philanthropy Our goal will be to end our session qy no later than 5:00p.m. �Council of Michigan Foundations Long-Range Planning Session 1:00pm Grand Traverse Resort Tower C, Lower Level Background and Work Plan for October 1 Board Session Document Prepared Septembe 14, 2000 Introduction On September 6, the Long-Range Panning Committee met in Lansing. The committee includes C. David Campbell, Rob Collier, Julie F. Cummings, Lynn A. Feldhouse, Jeri Fischer, Sandy Katt, Richard K. Rappleye, Margaret (Ranny) Riecker, and Diana R. Sieger. Facilitating the meeting was iBob Tobin of WMS . Our purpose in this initial session was to review and refme the process we will use to conduct long-range planning over t~e next several months, and to prepare to launch this process with all board members in tfue work session to be held Sunday, October 1 at the CMF Annual Meeting. The meeting began with a re-cap of the suggested planning process Bob Tobin shared with the board in its June 2 meeting. The group discussed and made refinements to this process, and agreed on a timeframe for gathering input, developing strategies, and defining operational and tactical requirements, culminating with the documentation of a CMF long-range plan spanning the period of2001 to 2005. This process and project timeline will be overviewed in our October 1 work session. In the October 1 session, we also want to engage all board members in identifying and discussing critical issues and opportunities that should be addressed in our process. On September 6, the committee began an energetic discussion of this topic, and quickly agreed that the starting point for our long-range planning is recognition of the reality that the philanthropic landscape is shifting dramatically. �Major Issues in the Philanthropi Landscape Committee members identified a number of items that hold the potential to dramatically affect the future of CMF and CMF members, including: I • The rapid creation of new wealth (i.e., more people generating more wealth in less time than ever before), and the J ew expectations for "personalized" philanthropy that are often held by these new wealth creators • The emergence of technology amd the internet as tools of philanthropy, and the proliferation of web-based charitable giving sources • The evolving role of philanthropic organizations vis-a-vis governmental organizations (What are the primary responsiBilities of each? How are boundaries being redefined'Z}_ • The increasing importance of professional advisors (estate planners, financial planners, stock brokers, et al) in the philanthropic world; the desire by some of these advisors to guide their clients away from "traditional" philanthropy • A questioning among some audiences regarding the value and impact of traditional philanthropy, accompanied by ~ desire to explore and pursue new forms of philanthropy (e.g., venture philcfuthropy) • The reality that philanthropic in erest often does not transfer from one generation to the next • The mobility of our society, and the blurring of geographic boundaries that once defined philanthropic organizations and guided donor participation in those organizations Implications Committee members also briefly discussed potential implications for CMF related to these issues. Items initially identified include: • The need to help more people i terpret and adopt philanthropy as an ethic of service • The need to embrace partnershi s/collaborations as keys to our future • The need to educate and advocate as core activities • The need to be responsive to "new" philanthropy and philanthropists • The need to manage our influence/impact outside of Michigan 2 �I~ Council of Michigan Foundations Writing the Next Chapter Long-ranbe Planning: 2001-2005 I I I I CMF Long-ran; e Planning IObjectives 1 1 • Define a shared v ·sion for the future What do we want to look like five years from now? • Gain consensus or major strategic initiatives What is the most important work for us to do? • Enhance communication and alignment among board and staff How do we sta If connected as a unified team? Ill! I 1 �I I October 1 Work Session jAgenda • Review the planni ~g process Are we comfortable with this approach? • Identify, discuss, and prioritize strategic issues What questions must be answered? • Discuss the best ways to involve stakeholders What do we want to learn? How? ~ I I I Step 1 Begin with the Essentials of our Organization Mission Why we exist To increase, enhance, and improve philanthropy in Michigan. Roles What we do •Advocate • Educate • Increase • Lead •Network • Pr;omote Members • Corporate oundations Who we serve • Community Foundations • PrivaJe Foundations - fnmilu - independeAi .I Ill 2 �Step 2 Assess our Status Situation Analysis Mission Why we exist • Strengths S~teofthe Union Where we Roles What we do 1~/oday • Wealcnesses • Opportunities • Threats Key Issues with significant impact on our future Members Who we serve .I i I Step3 Define Our Future Defmedby Vasion Metrics, e.g.: • Memberships Mission Why we exist • Program Impact • Operating Costs • Etc. ,----~-- Stateoftbe Union rewe are wday Roles What we do Members Who we serve I .~ r------------•.. Vision What we wanJ to be in 2005 Defined by Stakeholder Perceptions, e.g.: • Board members f-. • Staff • Government • Associations • Others 3 �I I Step 5 Create Operating Plans Mission Strategies for: Why we exist Corp rate I oundll tions/( ivers C< mmu ity Fo~ndati ns State oftbe Vision Union Indept ndent )'rivat Foun llation What we want H11ere we ~--+--+--+--+--+--1 to be in 2005 ndepc rdent ~a mil Foun liation aje today Roles What we do 1\dmi itop~ inane. Members Who we serve 6100 I \ 1/01 1/02 1/03 1104 1/05 \ \ I I II Annual Operating Plans ,I i Timeline 2000 June AugustJSeptember CMF Board Loac-nmge PlaaDIDg • Align to need and proress Committee • Establish (10 people: board and stafQ ~ctobernlecember • Board work session • Stakeholder inpuL.._. • Identify state of the union/ implications Gatbc lnpu - •Meet • Refine process 5 �Moving Forward 2001 February • Define State of the Union -Situation - Strategic issues February/April • Dra(t vision and develop strategies Moving Forward 2001 May Summer Fall M v • Present and discuss draft vision, strategies, implications • Refine and finalize plan • Present, discuss and approve 5-year plan 6 �II I Council of Michigan Foundations Long-range Plan ill Getting started: What's on your mind? I Strategic Issues with Long-term Implications IInput from September 6 Committee Discussion I 1. The rapid creation of new wealth 2. The emergence of technology and the internet 3. The evolving role of philanthropic organizations vis-a-vis government 4. The increasing importance of advisors; the desire of some to avoid "traditional" philanthropy 5. A questioning of the value and impact of traditional philanthropy 6. lntergenerational transfer of wealth- and philanthropic interest 7. A mobile society and the blurring of geographic lines that define philanthropic boundaries 7 �Council of Michigan Foundations Writing tre Next Chapter Long-range Planning: 2001-2005 II 8 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2000_BB_2000-10-01_Strategic-Planning Title A name given to the resource Council of Michigan Foundations 2000-10-01 board book strategic planning Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2000-10-01 board book strategic planning. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50387 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-10-01 https://digitalcollections.library.gvsu.edu/files/original/fbc1e93d439fcb86805cf71795614c4a.pdf 200323f802530f82a48d44a67d8cb2a3 PDF Text Text Tab 1 Page 1 Minutes of the Meeting of the Board of Trustees of the Council of Michigan Foundations June 2, 2000 The meeting of the Board ofTrustees of the Council of Michigan Foundations (CMF) was held at the Ritz-Carlton, Dearborn, on Friday, June 2, 2000, pursuant to written notice duly given. The meeting was called to order at 8:40 a.m. by Margaret A. (Ranny) Riecker, Chair. Trustees and officers present in addition to Ms. Riecker: Olivia (Libby) P. Maynard C. David Campbell Robert S. Collier Russell G. Mawby Richard K. Rappleye Julie F. Cummings Neeta M. Delaney William C. Richardson Lynn A. Feldhouse Maureen H. Smyth Ralph J. Gerson Elizabeth C. Sullivan Peter P. Thurber Allan D. Gilmour Kate Pew Wolters RichardT. Groos Gilbert Hudson Lloyd J. Yeo Ann K. Irish Trustees absent: Herbert D. Doan James A. Jenkins Donald R. Parfet Kari Schlachtenhaufen Diana R. Sieger Ira Strumwasser S. Martin Taylor CMF Staff and special guests: Dorothy A. Johnson, President Emeritus David R. Lindberg, Vice President of Finance & Administration Sandra Katt, Assistant Vice President for Corporate Services & Education Kathy Humphrey-Vaughn, Chief Operating Officer Candidate Jennifer Zeisler, Mawby [ntem Sera Braginton, Mawby Intern Susan Cuddington. Executive Assistant Bruce Myers, Cambridge Associates, Inc. Robert Tobin, Williams Marketing, Inc. I. ACTION ITEMS Approval of Minutes The minutes of the February 9, 2000 Board of Trustees meeting were presented for approval. Upon motion duly made, supported, and unanimously approved, it was �2 RESOL YED that the February 9, 2000 Board of Trustees minutes be accepted as presented. Audit & Finance Committee Report Mr. Rappleye presented the March 3 1, 2000 and 1999 Audit Report from PricewaterbouseCoopers for CMF and its two supporting organizations. Mr. Rappleye noted PricewaterhouseCoopers was pleased with the quality of CMF records with no additional recommendations. Upon motion duly made, supported, and unanimously approved, it was RESOLVED that Council of Michigan Foundations' Board of Trustees accept the March 31,2000 and 1999 Audit Report as recommended by the CMF Audit and Finance Committee. A three-year proposal for auditing services, submitted by PricewaterhouseCoopers, was reviewed by the Board of Trustees. Mr. Rappleye noted that CMF is satisfied with their service and feels the negotiated price is fair. Upon motion duly made, supported, and unanimously approved, it was RESOLVED that the Council of Michigan Foundations' Board of Trustees accept PricewaterbouseCoopers' three-year proposal for audjt services for Fiscal Years 2000-0l, 2001-02, and 2002-03, as recommended by the CMF Audit and Finance Committee. Treasurer's Report Nlr. Rappleye presented the Council of Michigan Foundations· Core Operations March 31, 2000 Financial Report, which included the Internal Statement of Activities, Lbe Consolidated Statement of Activities and Changes in Net Assets. Upon motion duly made, supported, and unanimously approved, it was RESOLVED tbat tbe Council of Michigan Foundations' Board of Trustees accept the March 31, 2000 Core Operations Financial Report, as recommended by the Audit & Finance Committee. Investment Committee Nlr. Thurber presented the March 31, 2000 lnvestment Report, which included the Investment Performance Report, Asset Allocation Report and the Investment Comparison Report. Upon motion duly made, supported, and unanimously approved, it was RESOLVED tha t the CMF Board ofTrustees accept the March 31,2000 Investment Committee Report. 2 �3 Nominating Committee Report Committee Chair Maureen Smyth noted the Committee's recommendation to remain with the current CMF Officers, except for one change- that is Lynn Feldhouse replacing Kate Wolters, as Vice Chair-Corporate. Ms. Riecker thanked Ms. Wolters, whose final three-year tenn as a CMF Trustee and Vice Chair-Corporate will end in the fall. Upon motion duly made, supported, and unanimously approved, it was RESOLVED that the following individuals be elected to the offices as specified for a one-year term effective immediately. C hair: Margaret A. Riecker, President Harry A. & Margaret D. Towsley Foundation Vice ChairmanC. David Campbell, President Private Foundations: McGregor Fund Vice ChairDiana R. Sieger, President/CEO Community Foundations: The Grand Rapids Foundation Vice Chair-Corporate: Lynn Feldhouse, Vice President & Secretary DaimlerChrysler Corporation Fund Secretary: Julie F. Cummings, Trustee The Max M. & Marjorie S. Fisher Foundation Treasurer: Richard K. Rappleye, Vice President for Field Services Charles Stewart Mott Foundation President: Robert S. Collier, President Council of Michigan Foundations Ms. Smyth discussed the three vacancies on the CMF Board in the fall. Graduating CMF Trustees include Kate Wolters, Peter Thurber, and Jim Jenkins. ln addition, there is an immediate vacancy with Bill Beckham's seat. Ms. Smyth added that the CMF Board will miss Mr. Beckham, and the important role he would have played as a Trustee of CMF. The Nominating Committee will meet this summer to develop a slate of candidates to submit to the members this fall, for election at the Annual Conference. Ms. Smyth asked the Board for suggestions for a replacement for Bill Beckham, noting this vacancy can be filled directly by the Board without taking it to the members. Ms. Riecker noted that geography, gender and category all are equally important when appointing a new trustee. Membership Report Committee Chair Gil Hudson noted CMF now bas a total of 471 members, and added that two new members have joined since the mailing of the report. Mr. Collier commented on the application of the Seevers Family Foundation from New York, a seasonal Michigan resident doing grantmaking in Michigan, and noted the current CMF criteria requires out-of-state foundations to become a member of their local RAG, in addition to joining the Council on Foundations, in order to become a CMF member. lt was suggested, in this case, that CMF encourage membership 3 �5 • • • Individual and/or organized philanthropy at the locaUregional level s ha ll be increased CMF members r equest and support the proposed pa rtnership T he work of the nonprofit sector at the locaUregionaUstate level is strengthened Due to legislative term-limits, Ms. Maynard indicated the need for CMF to increase efforts in educating state legislators and their staff about the role of philanthropy in Michigan. These efforts could include a series of regional lunch meetings in Lansing, an annual series of three to four educational training sessions, and working with community foundations to strengthen the quick response system in which they generate letters from Trustees and supporters. Further discussion of these activities will occur at the summer Committee meeting. II. REPORTS 28th Annual Conference Lynn Feldhouse, Co-chair, presented the 28th Annual Program Conference Committee Report. Since the Conference is being held in Traverse City, the home of the Interlochen Fine Arts Camp, the arts will play a vital role. Over 60 sessions are slated for the three-day conference along with participatory tours, and an interactive Arts Festival. Registration information is scheduled to be mailed in July. The 450 rooms at the Grand Traverse Resort are nearly all bovked. F amily Philanthropy R eport Committee C hair Julie Cummings commented on the Family Foundation Retreat scheduled immediately prior to the CMF Annual Conference with special faculty from the National Center for Nonprofit Boards and the Institute for Global Ethics. Ms. Cummings reported that the San Francisco field trip was a great success. Fifteen Michigan family foundation trustees participated in an educational series developed by the Northern California Grantmakers' Family Foundation Network, in conjunction with the 'Miriam and Peter Haas Fund. K-12 E ducation in Philanthropv Pro ject Report Russell Mawby introduced Kathy Agard. who discussed the three teachers' institutes taking place this summer in Kansas City, at Central Michigan University and in Berrien County. Dr. Agard "walked" the Board through lhe newly-reorganized K-12 website. which now offers easier navigation and includes all the lesson plans in three different formats. Ms. Agard also distributed the K-12 Newsletter and lapel pins to the Board. 5 �6 ITI. SPECIAL PRESENTATTONS Pavout Studv Report Dorothy Johnson, President Emerirus, commented on the positive feedback received from the field about the Payout Study. She commended the initial grant supporters of the project and the members of the Payout Study Advisory Committee. Mr. ~ruce Myers of Cambridge Associates, Inc. explained that the Payout Study was the first time actual rates of return have been studied over an extended period of time, and noted this research will be useful for many years to come. Mr. Myers stated the payout rate of 5% provides founding donors with a reasonable expectation that real payout will be maintained in perpetuity. A payout rate higher than 5% would erode foundations' ability to sustain the grantmaking capacity of their endowments over the long term. There was consensus that CMF should take a position on the payout issue. A resolution similar to the position of the Council on Fotmdatioos was presented. Upon motion duly made, supported, and unanimously approved, it was RESOLVED that the CMF Board of Trustees approve the following position regarding the priva te foundation payout requirement: • The Council of Michjgan Foundations (CMF) supports the Federal legal r equirement that private foundations must incur a minimum level of charitable expenditures each year . • CMF encourages private foundations to review periodically their spending policies in light of economic conditions, long-term priorities, and current needs. We support those private foundations that choose to spend mor e than the minimum r equired, that choose to spend all of their endowment assets over time, or that choose to preserve their endowments in perpetuity. • CMF supports the current five percent requirement, and feels this rule strikes an appropriate balance between requiring a reasonable, annual level of charitable expenditure, and preserving the option to maintain the real value of permanent endowment. Strategic Planning Mr. Collier indicated he has spoken with three firms about strategic planning services, and with the approval of the CMF Chair, has invited Bob Tobin from Williams Marketing Services to make a special presentation. Mr. Tobin has been working since January 1999 with the community foundations' Venture Products Fund, and is very familiar with CMF. Mr. Tobin presented a framework for the Strategic Plan with key points including: • Long-range initial Planning • Criteria for Success • Model & Mission • Situation Analysis & Key Issues 6 �7 There was agreement to form a Strategic Planning Committee to work with Mr. Tobin and to try to schedule a special Board meeting this summer. Upon motion duly made, supported, and unanimously approved, it was RESOLVED that the Council of Michigan Foundations enters into a contract with Williams Marketing Services, Inc., for a one-year period with the amount not to exceed $45,000 for the purpose of strategic planning. IV. OTHERBUSINESS Michigan Foundations Youth Project Mr. Collier presented the MCFYP Committee recommendations for six additional youth and one adult to be added to the Committee. The purpose of the committee is to oversee services to the Community Foundation Youth Advisory Committees. Upon motion duly made, supported, and unanimously approved, it was RESOLVED that the following individuals be appointed to the Michigan Community Foundations Youth Projects Committee with the terms as designated: Molly Rice Kristina Kyles Daniel WiJiiams .Jared Abram DeBacker Nathan Vinson Scott Dane MaryLou Boughton (adult} Marquette Community Foundation The Community Foundation of the Holland/Zeeland Area The Gr.1nd Rapids Foundatio n HillsdaJe Community Foundation Southfield Com munity Foundation Capital Region - Lansing Youth United Way- Kalamazoo 2002 2002 2003 2002 2003 2003 2001 President's Report Mr. Collier welcomed Kathy Humphrey-Vaughn as CMF's new Chief Operating Officer. scheduled to begin at CMF on July 5'h, 2000. He highlighted the following topics: • • • The Michigan Aids funds has initiated a search for a full-time Executive Director The May issue of the Michigan Forward magazine again has a cover story on corporate philanthropy and volunteerism I 0.000 copies of Michigan Giving and Volunteering, a joint publication of CMF and the Michigan Nonprofit Association. are now being distributed 7 �8 Due to time constraints Mr. Tobin's presentation on the Venture Products Fund was deferred to the Fall Board Meeting. Susan Howbert briefed the Board on the Citv Connect Initiative. the Conversations Workshops for Grantseekcrs, and the Women in Philanthropy Book Club. The next regularly scheduled meeting of the C?vlf Board of Trustees will take place Monday, October I, 2000, at the Grand Traverse Resort. in Traverse City, just prior to the CMF 28'h Annual Conference. There being no further business to come before the Board, Ms. Riecker adjourned the meeting at 1:05 p.m. RobertS. Collier President 8 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2000_BB_2000-10-01_Previous-Board-Minutes Title A name given to the resource Council of Michigan Foundations 2000-10-01 board book previous board minutes Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2000-10-01 board book previous board minutes. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50386 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-10-01 https://digitalcollections.library.gvsu.edu/files/original/a1ed67d89058c7c2e5c2104c0fae9125.pdf 2cc62ac1a83f7f00e4caf02731efb434 PDF Text Text 62 Upton Foundation). The institutes added over 50 new teachers to the Project bringing the total number of deeply engaged teachers to well over 100. The Kansas City teachers will form the core for the Project's efforts to reach in to Kansas and Missouri. Kansas City Central Michigan University Berrien County 22 teachers 25 teachers 12 teachers June 12-16 June 20-27 June 26-30 Based on this summer's experience with three teacher institutes and the summer writers, changes are planned for the next set of institutes: 1. Institutes will be decreased in length from a week to approximately 3 days 2. Teachers will be asked to contribute l lesson rather than 2-5 lesson units 3. Teacher-Consultants will be oriented to providing the philanthropy content 4. University faculty will be utilized to educate the Teacher-Consultants 5. Emphasis will be placed on: • Building enthusiasm and understanding of the Project • Orienting teachers to resources available, • Developing teachers as advocates for the Project, and • Including teachers as "field-test" teachers. 6. The summer writers project will be replicated to continue to build the lesson pool rapidly First Three-year Evaluation Completed The Michigan State University Evaluation Team has completed the formal evaluation of the first three years of the Projecr. An Executive Summary, and also the full report, are available. If you would like a copy of either, please let the staff know. During the next three years, they will continue with the same type of evaluation measurements and they will add analysis of student work produced during the teaching of lessons at the pilot schools. In addition, they will begin an analysis of the MEAP results from the pilot schools to see if the Project lessons have any impact on test scores-especially in the social studies. Newsletter and Family Foundation P ublications The third newsletter for the Project has been produced and mailed. The Family Foundation manual bas been sent to two publishers for review for possible commercial publication. In light of this opportunity, excerpts from the Manual have been developed into separate materials to be shared at the Family Foundation meeting in October. The Family Involvement research is completed. A series of focus groups regarding the research will be held this fall to complete the initial work on family engagement. The final report will be published, and the lessons learned will be implemented during the next months. �Tab 10 Date: September 16, 2000 Memo to: Ranny Riecker, Chair & Trustees From: Rob Collier, President Re: President's Report Page 63 The purpose of this memo is to swnmarize key personnel issues, conferences and meetings, information services and publications, and partnersilip activities since the last Board meeting in June. Some of these activities have also been reported in my monthly President's reports. l. Personnel Lnterviews resumed in August for the position of Vice President & Chief Operating Officer. Ranny has met the top two candidates and an offer has been made. I look forward to introducing this individual to you at the Board Meeting. Eric Muschler, a new resident of Detroit, has been hired to direct the Michigan IDA Partnership. His office will be based in Detroit, and he is currently seeking space to rent. Eric directed a regional IDA initiative for the United Way in Atlanta, and will be able to hit the ground running with this Partnership. I look forward to having you meet him at the Board Meeting. Finally, a two-day staff retreat was held with Sandy Hughes from the National Center for Nonprofit Boards, with a focus on training staff as meeting facilitators as well as team building at CMF. Several recommendations from the retreat have already been implemented, such as reorganizing our staff meetings. II. Conferences & Meetings Adventure Tours -June 22-24 185 youth grantmakers from 48 community foundation youth advisory committees were joined by youth grantrna.kers from the Youthbank Programme of the Northern Ireland Voluntary Trust, Hamilton Ontario Community Foundation Youth Committee and Youth Advisory Committee of the Community Foundation of the Silicon Valley for the four day leadership development program. Muskegon River Watershed Assembly Conference- August 24 This three-day conference and funders luncheon, hosted by CMF member Peter Wege, focused on a new effort by funders to jointly support efforts to deal with environmental issues in the Muskegon River Watershed. The project was started by the Community Foundation for Muskegon County with funding from CMF's Great Lakes Community Foundation Environmental Collaborative. �64 CMF C ommunity Foundation C ommittee- September 6 This meeting focused on CMF future services to community foundations and a review of the membership criteria for community foundations. affiliate funds and donor-advised funds in CMF. Planned Giving Training/Lansing - September 7 58 community foundation staff and trustees attended the planned giving seminar featuring John Brown. A special focus was making the case for community foundations to be offering charitable gift annuities Detroit Area Grantmakers -September 12 Nine programs are planned for the 2000-200 I season by the Committee chaired by Elizabeth Sullivan and Mark Neithercut. The first program in September featured Emil King, President of the Detroit Symphony Orchestra, and Dennis Zembala, Director of the Detroit Historical Museums, with 55 grantmakers participating. Other subjects include casino gambling, the environment, mentoring, and a field trip to emerging arts organizations. New Ventures- September 14 Six minority professional associations from the target communities of Lansing and Flint, met with consultants Pat Solomon and Dottie Reynolds to determine a training agenda on philanthropy for their members in 200 l . With a goal to increase organized philanthropy, this Project is funded by a grant from the Forum of RAGs. Great Lakes Community Foundation EnvironmentaJ CoUaborative- September 24 Representatives from the 18 participating shoreline community foundations ( l 0 from Michigan) together with advisors and private foundation funders will review their progress on the five goals of Phase n. John Sherman the evaluator of the Collaborative will be a featured speaker, along with Anita Nager from the New York Community Trust. Regional Y AC Trainings - S tarting October 16 Eight regional trainings are scheduled in October for new and experienced youth grantmakers. A new activity this year is the inclusion of site visits to projects funded by the local host Y AC. III. Information Services & Publications The primary focus in Information Services during the last quarter bas been the transfer of books from our library to the new Steelcase library at Grand VaJley State University's DeVos Campus, for the Dorothy A. Johnson Center on Philanthropy. Seventy-two boxes of more than 2,800 books, periodicals, and videotapes were moved on August 15. Additional audio tapes and periodical back-files will be moved in January. �65 Registration for both the Annual Conference and for Detroit Area Grantmakers has been fully automated on the members section of the CMF website. Youtlt Gra11tmaking -In their Own Words This four-minute-plus video, features Michigan youth grantrnakers talking about the impact that the experience has on them and why they feel youth grantmakers can make a difference. More than 500 copies have now been mailed to community foundations and youth serving organizations nationwide. Yackety YAC More than 2,500 copies of this summer newsletter, featuring the June Adventure Tours Program, have been mailed to youth grantmakers throughout Michigan. The Michigan Scene The summer edition features the 28th Annual Conference. The Council ofMicltigan Foundations Annual Report 2,000 copies of the Annual Report have been printed with the theme "Continuing Momentum." It can also be downloaded from the CMF website. Growi11g Community Foundations as Environmental Stewards This monograph shares lessons learned from Phase II of the Great Lakes Community Foundation Environmental Collaborative. There are 18 participating shorelim: community foundations involved in building environmental grantmaking capacity, from Milwaukee to Rochester, New York. Especially f or Enviro11mental Organizations A product of the Great Lakes Community Foundation Environmental Collaborative, this brochure has been prepared to help community foundations make the case that environmental nonprofit organizations should consider creating agency endowed funds at their local community foundations. The brochure can be custornizt!d to fit the local community fo undation. Venture Products Task Force- Phase U Products Prepared by Williams Marketing Services Inc., of Grand Rapids, the Phase II Products are being used locally, regionally, and statewide from October through March 2001 , in the first concerted effort by community fo undations to do joint marketing to advisors. Family Foundation Management A udit More than 60 family foundations have responded to the surveys on management practices for the update of thjs useful publication first do ne in 1993. �66 The Michigan Foundation Directory CMF has entered into an agreement with the Foundation Center of New York. the primary source for information on philanthropy, for production of the 12t11 edition of The Michigan Foundation Directory in print and CD ROM. Publication is expected in late November. IV. Partnerships Grantseeking Presentations Jeri Fischer, Membership and Special Projects Director, has handled three presentations for 180 grantseekers to organizations including the Michigan Community Colleges Association. Closing the Child Protection Gap: Communities Making A Difference - August 10 Chaired by CMF Trustee and Grand Rapids Community Foundation President, D iana Sieger, this meeting focused on how community foundations are collaborating with local departments of the Family Independence Agency in West Michigan. Michigan IDA Partners hip - August 25 The fust meeting of the Partnership Advisory Committee was held in Lansing, with three CMF members along with Rob Collier, involved in a Committee of 17 members. Deputy Director Linda Crandall joined Rob in thanking everyone for agreeing to serve and officinlly launching the Partnership. Grantmakers Concerned about Children Youth and Families- September 21-24 A community foundation youth grantrnaker and advisor will be presenting at the 28th Annual Conference on behalf of the Michigan Community Foundations' Youth Project Committee. Neighborhood Funders Group- September 21-24 Staff will attend and lend support to the Neighborhood Funders Group for their Annual Meeting being held in Detroit. Coalition of Community Foundations for Youth -September 24 Rob Collier and two youth granunakers will be participating in the Youth Development session for the Coalition at their Annual Meeting in Milwaukee. C OF C ommunity Foundations Annual C onference - September 24-25 CMF staff, trustees and members wiU be participating as presenters in three sessions at the Annual Conference being held in Milwaukee this year. National Center for Nonprofit Boards Leadership Forum- Washington, November 13 - 14 Rob Collier will be chairing a plenary session with grantmakers on the subject of governance. �67 Finally, in addition to the guests from the Northern Ireland Voluntary Trust, we had the following international visitors during the summer: • Poland- Tomek Bruski Academy for the Development of Philanthropy in Poland • • Germany- Karsten Timmer, Bertlesmann Foundation England - Nigel Siederer, Association of Charitable Foundations and Tony Gilbert, German Marshall Fellow, Hertfordshire Community Foundation Belgium -Dominique Depuydt, King Baudouin Foundation • Donnell Mersereau, CMF Community Foundations Program Director, has been in Europe for two weeks in September, providing training to the Academy for the Development of Philanthropy in Poland, the Baltic American Partnership Fund in Latvia and the Community Foundation Initiative of the European Foundation Center. She has also attended meetings of the Trans-Atlantic Community Foundation Network, and the Worldwide Initiatives for Grantmaker Support (WINGS). In addition, I have attached a copy of a summary of the Special Projects list that I prepared for the CMFstaff. Please let me know if you have any questions on any of these items. �68 Special Projects Summary 9/11/00 (where outside funds are involved) CityConnect A planning effort funded by several Detroit funders to create an organization that would strengthen the relationships between Detroit city departments and nonprofits as well as provide training for the nonprofit sector. Consultants: Louise Motoglian and Dick Rappleye. Staff: Susan Howbert Charles Stewart Mott Violence Prevention Project To work with 6 community foundation youth advisory committees on youth swnmits, community leadership luncheons, violence prevention projects and state public policy initiative. Grant expires September 30; extension to December 31 will be requested. Staff contact: To yin Moore & Rob Collier Great Lakes Community Foundation Environmental Collaborative To assist 18 shoreline community foundations (lO Michigan) with five goals related to environmental grantmaking and endowment building. Grant period for Phase II ends October 30, 2000. Three funders, Great Lakes Protection Fund, Charles Stewart Mott Foundation and the Joyce Foundation. Evaluation is underway by John Shennan. Lessons Learned publication at printer. May be a third phase in 2001. Staff contact: Rob CoUit:r & Consultant Sheila Leahy (Ctucago) K-12 Project A multi-year effort with funding from W.K. Kellogg Foundation, Charles Stewart Mott Foundation, and other national funders to develop a curriculum on philanthropy. Staff: Kathy Agard, Judy Wright, Rita Higgins Michigan IDA Partnership A five year $10 million effort with the State of Michigan and CMF members to assist 2,000 working low-income families with matched savings account. C.S. Mott has made one million dollar lead grant; CMF must raise $4 million more to match $5 million from Family lndependence Agency. Staff contact: Eric Muschler & Rob Collier Michigan State Housing Development Authority (MSHDA) Emergency Homelessness Prevention Initiative Two year $1,000,000 effort to work with up to 20 targeted community foundations and MSHDA Continuum of Care Committees on both pass through and matching endowment efforts on the issue. Key MSHDA person Chuck Keifer. Staff Contact: Jeri Fischer & Donnell Mersereau �69 New Ventures in Philanthropy A two-year $90,000 grant through December 2001 from the Forum of RAGs to promote the development of philanthropy with minority professional associations (National Association of Black Accountants, etc.) in Flint Lansing, Grand Rapids. Staff contacts: Donie Reynolds, Pat Solomon T obacco Settlement Partnership Twenty-year effort to distribute interest income (up to $50 million) to state certified community foundations (65) in a formula based on youth and seniors population for healthy youth and healthy seniors programs and endowments for same purpose. Contract is with Department of Career Development through the Michigan Community Services Commission. Staff Contact: Barb Dryer & Dave Lindberg SPECIAL PROJECTS OF SUPPORTING ORGANIZATIONS I. M ichigan Community Foundations' Ventures Venture Products T ask F orce A three year $1.6 million effort, ending March 31, 2001 funded by the Charles Stewart Matt Foundation, W.K. Kellogg Foundation and the community foundations, to do targeted research, develop donor products and implement joint communications tools. Key vendor is Williams Marketing Services Inc., of Grand Rapids. One outcome has been sale of CD Rom "What is a Community Foundation?" Staff contact: Donnell Mersereau & June Ulrey Enhanced T echnical Assistance A three-year effort funded by the W.K. Kellogg Foundation ending March 3 1,2001, to support a "range rider" (Dottie Reynolds & Pete Christ); to support a computer consultant (Bill Neithercut); to support an investment advisory service (FEG). and to support planned giving technical assistance (John Brown). Staff contact: DonneU Mersereau& June Ulrey KYIP MCFV is holding more than $l2 million for the three KYIP sites from the W.K.Kellogg Foundation (Detroit, Calhoun County, Marquette-Alger Counties) that is to be paid out to them once they have established local endowed funds, preferably with local community foundations. Staff contact: Dave Lindberg � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2000_BB_2000-10-01_Presidents-Report Title A name given to the resource Council of Michigan Foundations 2000-10-01 board book presidents report Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2000-10-01 board book presidents 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50385 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-10-01 https://digitalcollections.library.gvsu.edu/files/original/b5f72d741ba229895cd9d3f101d061b7.pdf cd52d319e8ea64c2a7afe0a64c0b3c14 PDF Text Text 11 Date: August 29, 2000 To: CMF Executive Committee From: David R. Lindberg RE: Personnel Policy Changes Resolved that the CMF Executive Committee approves the amendments and additions to the current personnel policy as outlined below, dependent on final approval from CMF legal counsel. • Vacation- revision to current policy • Moving & relocation expenses- new policy • Telecommuting - new policy • Gifts, honoraria and consulting fees - new policy • Internet, computer usage - new policy VACATION B ENEFITS It is the policy of the Council of Michigan Foundations to grant vacations with pay to provide qualifying full time employees with periods for rest and recreation in recognition of services performed. 1. Vacation Allowance The length of vacation, unless otherwise contractually agreed upon, will depend on the amount of service with the Council ofNtich.igan Foundations as of April 1 each year, according to the following schedule: During the first year of service five vacation days will be prorated based on the number of months worked. One year and one day to three years service Three years and one day to five years service Five years and one day or more service Example: Employee A starts on 9-1-94 Employee B starts on L-1-95 Employee A' s vacation will be: 9-1-94 to 3-31-95 7112 x 5 days = 2.9 days 4-1-95 to 3-31-96 = 5 days 4-1-96 to 3-31-97 = 10 days 4-1-98 to 3-31-99 = 15 days I DLINOBER1COMMITTE' EXECCMF'Meet090600c.doc 10 days vacation 15 days vacation 20 days vacation �12 VACATION BENEFITS Continued Employee B's vacation will be: l-L-95 to 3-3 1-95 3/12 x 5 days = 1.25 days = 5 days 4- L-95 to 3-3 1-96 4- L-96 to 3-31-97 = !Odays = 15 days 4-1-98 to 3-3 1-99 The President's length of vacation will be determined by the Executive Committee. 2. Eligibility a. Vacation benefits apply to all full-time employees normally scheduled to work at least 32 hours per week. b. Part-time employees normally scheduled to work less than 32 hours per week and temporary employees are not eligible for paid vacation benefits. c. The vacation year is defined as a twelve-month period beginning Apri l I. d. Vacations should be taken during the "vacation year" (April I -March 31 ). In the event an employee is unable to use their vacation by March 31 , upon approval of the President or COO, no more than two weeks shall be carried over into the new fiscal year. Any unused vacation beyond two weeks will be lost. 3. Holidays occurring during vacation. If a designated holiday is observed during an employee's vacation period, the employee will be eligible for an additional time off with pay equal to the holiday time off for which the employee is eligible. 4. Vacation Scheduling a. Employees should notify the President, COO or Vice President of Finance & Administration of their vacation plans one month prior to their intended vacation period. Vacations will be approved by the President, COO or Vice President of Finance & Administration, with due consideration given to staffing requirements, employees' length of service and employee preferences, in the order listed. Employees will be notified of the scheduled approved starting date of vacations. CMF retains the right to alter vacation schedules due to heavy workloads. 1:' DUNDBERICOMM ITTE\EXECC~F\Meet090600c:.doc �13 VACATION BENEFITS Continued 5. Vacations are intended to provide a period of rest and relaxation; consequently, vacations may not be waived to draw double pay. Upon termination of employment, employees will be paid for unused vacation time that has been earned for the current fiscal year, through the last day work. Example if an employee has fives days available for the current fiscal year and leaves halfway through the year, they would be paid for 2 Y:z days, if they had not been used already. MOVING AND RELOCATION EXPENSES Relocation or moving expenses reimbursements may be made available to new or existing employees at the discretion of the President and Executive Committee. In the case of new employees, payment options should be negotiated with the employee during the hiring process and must be outlined in the letter of employment agreement. In the case of existing employees, reimbursement will be based on the circumstances surrounding the move. Payment of moving or relocation expenses shall be handled in one of two ways. 1. A cash advance may be issued to the individual prior to the move. All applicable income and employment taxes will be deducted from the payment and the payment will be reported as taxable wages on the annual Fonn W-2. 2. Reimbursement of expenses, defined as "qualified" and" nonqualitied" in accordance with current Internal Revenue Service (IRS) regulations, may be made. Reimbursement of qualified moving expenses may be excluded from taxable income if certain conditions are met. Reimbursement of nonqualified expenses is subject to withholding of applicable income and employment taxes and reported on the annual Fonn W-2. TELECOMMUTING In recent years, the concept of telecommuting or working away from the traditional office setting has become more prevalent. As a membership organization, CMF realizes that direct access to staff is an important member service and for many positions telecommuting may not be appropriate. At the same time, the availability of new telecommunication tools and the advantages to both staff and employer make telecommuting an option that may be appropriate in cenain circumstances, upon approval of the President. Employee/Supervisor Communication: Telecommuting employees shall keep their supervisor informed of progress on assignments worked at home, including any problems which they may experience. I· DUNDBER1COMMIITE'EXECCMF\Meet090600c.doc �14 TELECOMMUTING Continued Equipment CMF's policy is to provide one computer for each full-time employee. CMF may loan or provide the use of a computer to telecommuting employees based on availability, budget constraints, job function and other circumstances surrounding the situation upon approval of the President. The employee agrees that CMF provided equipment is the property of CMF and shall be returned to CMF in the event that this arrangement is terminated . Work Space The employee must establish and maintain a clean, safe and designated work space at the alternative work site as approved by CMF. Worker compensation liability will be limited to this work space as opposed to applying to aJI areas of the home. Injuries The employee will be covered by worker's compensation for all job related injuries that occur in the designated home workspace. Childcare Telecommuting is not a substitute for child care. Telecommuters must make or maintain child care arrangements to permit concentration on work assignments at home. G ifts, Honoraria and Consu lting Fees Employees are expected to avoid situations which may give rise to a conflict of interest or the appearance of a conflict of interest. They are expected to take actions and make decisions hased on an impartial and objective assessment of the facts of each situation, free from the influence of gifts and similar favors that might adversely affect their j udgment. Employees are prohibited from accepting gifts from individuals, foundations or firms with which CMF does business that may constitute a conflict of interest or the appearance of a conflict of interest. CMF realizes in some situations an individual, firm or foundation may want to express irs gratitude through an occasional gift of flowers, meal or other minor gifts and acceptance of those types of gifts will be allowed so long as the gifts arc occasional and have a value of no more than $50. lf the employee is unsure whether a gift is considered minor in nature the President of CMF should be consulted. In no circumstance shall an employee accept a cash gift. It is the policy of CMF that employees not accept honoraria in their role as a CMF employee. In the event that a situation necessitates the acceptance of honoraria, the payment should be made out to CNIF for placement in the appropriate permanent endowment fund as determined by the President with input from the employee. ln no event shall an employee accept consulting fees or other payments from CMF members for a service that would fall within the benefits provided to CMF members. Payments for services that are outside CNIF's purpose, from a member or other organization that has dealt with CMF in a business relationship, shall not be aUowed without prior approval of the President or in the case of payments to the President, without prior approval of the CMF Chair. I DUNDBERICOMM llTE\EXECC.'vlf'Mee[09060()c.doc �15 INTERNET AND COMPUTER USAGE COMPUTER USAGE POLICY OVERVIEW CMF provides access to the vast information resources of the Internet to help you do your job and be a we!J-informed employee. The facilities to provide that access represent a considerable commitment of CMF's resources for telecommunications, networking, software, storage, etc. This Internet usage policy is designed to help you understand our expectations for the use of those resources, in the Internet environment, and to help you use those resources wisely. INTERNET USAGE PHILOSOPHY First and foremost, the Internet for CMF is a tool, provided to you at significant cost. That means we expect you to use your Internet access for business-related purposes, i.e., • to communicate with members and suppliers • to research relevant topics • and to obtain useful information. We insist that you conduct yourself honestly and appropriately on the Internet, and respect the copyrights, software licensing rules, property rights, privacy and prerogatives of others, just as you would in any other business dealings. To be absolutely clear on this point, all existing company policies apply to your conduct on the Internet, especially (but not exclusively) those that deal with intellectual property protection, privacy, misuse of company and client resources, sexual harassment, information and data security, and confidentiality. Unnecessary or unauthorized Internet usage causes • network congestion • slows other users • takes away from work time • consumes supplies • ties up printers and other shared resources • potential liability issues Unlawful Internet usage may also gamer negative publicity for CMF and expose our organization to significant legal liabilities. Because of that power, we must take special care to maintain the clarity, consistency and integrity of CMF's corporate image and posture. Anything any one employee writes in the course of acting for CMF on the Internet can be taken as representing CMF's corporate posture. That is why we expect you ro forgo a measure of your individual freedom when you participate in chats or newsgroups on company business. While our direct connection to the Internet offers many potential benefits, it can also open the door to some significant risks to our data and systems if we do not follow appropriate security discipline. The overriding principle is that security is to be everyone's frrst concern. An Internet user can be held accountable for any breaches of security or confidentiality. 1: DLINDBERICOMMITTE\EXECCMFiMeet090600c.doc �16 INTERNET AND COMPUTER USAGE Continued In the interests of net\vork security, user's computers should be turned off when leaving for the day. If there is a business need to leave the computer on, e.g., because processing will continue after the user leaves for the day, then the Windows screensaver should be enabled. DETAILED INTERNET USAGE POLICY PROVISIONS l. CMF has software and systems in place that can monitor and record all Internet usage. We want you to be aware that our systems are capable of recording, for each and every user, each WWW site visit, each chat, oewsgroup or e-mail message, and each file transfer into and out of our internal networks, and we reserve the right to do so at any time. No employee should have any expectation of privacy as to his or her Internet usage. 2. Use ofCMF's system during normal working hours should be for business purposes only. As a work related benefit, employees are permitted to use their office computer equipment for such purposes as: accessing the lnternet, sending and receiving personal e-mail, and working on home or school projects. This does not extend to the use of CNrF's system for conducting outside business ventures. Also, any personal use should take place on the employee's own time, after business hours, and cannot conflict with company interests; cannot result in exposure or material expense to the company; and must not jeopardize tbe integrity of tbe system or data nor degrade system performance. 3. All software is licensed for use by CMF only and cannot be copied or distributed. 4. All data that resides on CMF's system is considered property ofCMF and any unauthorized access or distribution is prohibited. Any software or files downloaded via the Internet into the company network become the property ofCMF. Any such files or software may be used only in ways that are consistent with their licenses or copyrights. 5. We reserve the right to inspect any and all fiJes stored in private areas of our network in order to assure compliance with policy. 6. The display of any kind of sexually explicit image or document on any CMF system is a violation of our policy on sexual harassment. ln addition, sexually explicit material may not be archived, stored, distributed, edited or recorded using our network or computing resources. Since a wide variety of materials may be deemed offensive, it is a violation of company policy to store, view, print or redistribute any document or graphic file that is not directly related to the user's job or the company's business activities. 1: DLINOBER' COMMITTE"•EXECCMf\Meet090600c.doc �17 DETAILED INTERNET USAGE POLICY PROVISIONS Continued 7. CMF's Internet facilities and computing resources must not be used knowingly to violate the laws and regulations of the U nited States or any other nation, or the laws and regulations of any state, city, province o r other Local jurisdiction in any material way. Use of any CMF or client resources for illegal activity is grounds for immediate dismissal, and we will cooperate with any Legitimate Law enforcement activity. 8. No employee may use company facilities knowingly to download or distribute pirated software or data. 9. No employee may use CMF's Internet facilities to deliberately propagate any virus, worm, Trojan horse, or trap-door program code, develop or use programs that harass other users or infiltrate a computer, computing system or network and/or damage or alter the software components of a computer, computing system or network, or to circumvent any system intended to protect the privacy or security of another user. 10. Each employee using the Internet facilities of ClvtF shall identify himself or herself honestly, accurately and completely when participating in job-related chats or newsgroups, or when setting up accounts on outside computer systems. 11. Only those employees who are duly authorized to speak to the media, to analysts or in public gatherings on behalf of the company may speak/write in the name of CMF or CMF members to any news group or chat room. Other employees may participate in newsgroups or chats in the course of business when relevant to their duties, blll they do so as individuals speaking only for themselves. 12. CMF retains the copyright to any material posted to any forum, newsgroup, chat or World Wide Web page by any employee in the course of his or her duties. 13. Employees are reminded that chats and newsgroups are public forums where it is inappropriate to reveal confidential information, trade secrets, and any other relevant material. Employees releasing protected information via a newsgroup or chat, whether or not the release is inadvertent, may be subject to discipline. 14. CMF may Limit Internet access to those employees who demonstrate a legitimate business need. 15. Employees with Internet access must take particular care to understand the copyright, trademark, libel, slander and public speech control laws of all countries with which CMF maintains contact, so that our use of the Internet does not inadvertently violate any laws which might be enforceable against us. I, DLINDBER\COM MITTEIEXECCMF\Meet090600c.doc �18 DETAILED INTERNET USAGE POLICY PROVISIONS Continued 16. Employees with Internet access may download only software with direct business use, and must arrange to have such software properly licensed and registered. Downloaded software must be used only under the terms of its license. Downloading and installation of such software must be approved and performed by the Director of Information Services & Technology. 17. Employees with Internet access may not use company [ntemet facilities to download entertainment software or games, or to play games against opponents over the Internet. 18. Employees with Internet access may not upload any software licensed to the company or data owned or licensed by the company without explicit authorization from the Director of Information Services & Technology. 19. User IDs and passwords help maintain individual accountability for Internet resource usage. Any employee who obtains a password or ID for an Internet resource must keep that password confidential. 20. Any file that is downloaded must be scanned for viruses before it is run or accessed. 21. CMF has installed a variety of security systems to assure the safety and security of the company's networks. Any employee who attempts to disable, defeat or circumvent any company security facility may be subject to immediate dismissal. 22. Due to the inherent security risks involved, JAVA and/or similar applications may be disabled for users on networks used for running mission-critical applications or the storage and production of core business data. 23. Users should respect the privacy of others. Users shall not intentionally seek information on, obtain copies of, or modify files, other data, or passwords belonging to others, or represent themselves as another user unless explicitly authorized to do so by that user or authorized personnel. Failure to follow this policy may include discipline up to and including termination of employment and the pursuit of legal action on behalf of Crvt:F. I DLINDBER\COMMITTE'EXECCMF Meer090600c.doc � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2000_BB_2000-10-01_Personnel-Policy Title A name given to the resource Council of Michigan Foundations 2000-10-01 board book personnel policy Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2000-10-01 board book personnel policy. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50384 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-10-01 https://digitalcollections.library.gvsu.edu/files/original/3ca267c40b99c6922e2e34ae6c88b4ad.pdf ce108ae9681d0c246440c415d21de4fd PDF Text Text Tab 4 Page 33 September 14,2000 Memo to: Board of Trustees From: Maureen H. Smyth, Chair Nominating Committee Re: Nominating Committee Report The Nominating Committee held conference calls in July and August to consider both a replacement for William Beckham and nominees to replace Kate Pew Wolters, Peter Thurber, and James R. Jenkins. We are delighted that Gerald K. Smith, President of the Detroit Youth Foundation, has accepted appointment by the Executive Committee to complete Mr. Beckham's term. We look forward to welcoming him to his first Board Meeting October 2, 2000. We are also pleased to have been able to submit the names of three new nominees to the Class of2003: Amanda VanDusen, John Frey and J im Greene. Their first official Board Meeting will be the winter meeting in February, 2001 . We also appreciate the five individuals, in addition to Rob Coll ier, who have agreed to continue their service. The nine names submitted to the membership for approval are: Re-nominations - C lass of 2003 (tbree-vear term) RobertS. C oUier, president, Council of Michigan Foundations, Grand Haven Herbert D. Doao, chairman. Herbert H. and Grace A. Dow Foundation. Midland Ralph J . Gerson, executive vice president, Guardian Industries Corp., Auburn Hills Kari S chlachtenhaufcn, interim president, The Skillman Foundation, Detroit Ira S trumwasser, CEO, Blue C ross Blue Shield of Michigan Foundation, Detroit Eliza beth C. Sullivan, vice president-programs, The Kresge Foundation, Troy New Nominations - Class of 1003 (tbree-vear term) J ohn M. Frey, chairman, Frey Foundation. Grand Rapids James E. G reene, director-community relations and contributions manager, Pharrnacia Foundation, Kalamazoo Amanda VanDusen, principal, Miller, Canfield, Paddock & Stone, PLC, Detroit I look forward to sharing the results of the election with you at the Board Meeting. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2000_BB_2000-10-01_Nominating-Committee-Report Title A name given to the resource Council of Michigan Foundations 2000-10-01 board book nominating committee report Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2000-10-01 board book nominating committee 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50383 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-10-01 https://digitalcollections.library.gvsu.edu/files/original/5feb674612a4027c0c7f2a8f0674e3b5.pdf 2925b584ac577a7589f0cb7a7c7e42f7 PDF Text Text 55 The Michigan AIDS Fund 2000 Summary Report to the Council of Michigan Foundations The Michigan AIDS Fund is pleased to present the following summary of accomplishments: l. Achieved its goal of raising more than $1 .1 million and expanded fund raising support from more foundations, corporations and individuals. 2. Received notice of continued support from the Michigan Department of Community Health for a fourth year of financial support to provide direct grants and capacity-building of prevention efforts. 3. Was invited to submit a proposal for $500,000 over two years to the C.S. Matt Foundation. 4. Reviewed grant proposals and awarded $504,297 to 21 agencies in the following priority grantmaking criteria. • Capacity building 2 $66,000 • Care Services 7 179,625 • Harm reduction 77,000 • Prevention education ll 181,672 Total 21 $504,297 5. Provided over 3,000 hours of consultation and training to its grantees. 6. Supported the long-term viability of AIDS Walk Michigan by granting $ 130,000 to the statewide collaborative of agencies now managing the Walk. 7. Initiated a process to retain a full time executive director with a goal of filling the position in January 200 l and thereby end the current management relationship with AJH, a subsidiary of Greystone. An analysis of grantmaking since 1995 by the Michigan AIDS Fund indicates that 170 grants totaling $3,913,526 have been made in the following categories. • Capacity building 22 $510,200 • CareServices 38 77 1,625 • Conference 5 40,720 • Harm Reduction 6 437,460 • Prevention Education 99 2, 153,521 The large number of prevention education grants is due in part to the focus o f the support from the State of Michigan. �56 iVIichigan AIDS Fund Board of Trustees Terms of Office The Bylaws allow for a Board of up to 17 members Class of2000- 2003 - (5) • Carolee Dodge Francis, Dickinson County Community Foundation • Jay Kaplan, Michigan AIDS Alliance • Susan Broman, Steelcase Foundation • Terri D . Wright, W. K. Kellogg Foundation • Barbara Jones, City of Detroit Health Department Class of2001 -(6) • Barbara J. Getz, The Gerber Foundation • Dorothy A. Johnson/RobertS . Collier, CtvfF • Glenn F. Kossick, Metro Health Foundation • Dr. Ira Strumwasser, Blue Cross/Blue Shield Foundation of Michigan • Elizabeth C. Sullivan, The Kresge Foundation • David Swenson, Saginaw Community Foundation Class of 2002 - (5) • Elan Garonzik, Charles Stewart Mott Foundation • Dr. Fred Bryant, Michigan State Medical Society • Leonard W . Smith, The Flinn Family Foundation • Eric Jirgens, Allan Gilmour Fund/Community Foundation of Southeastern Michigan • Judith Rummelhart, Harry A. & Margaret D Towsley Foundation • Vacant seat- resignation of Jon Stryker � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2000_BB_2000-10-01_Michigan-AIDS Title A name given to the resource Council of Michigan Foundations 2000-10-01 board book Michigan AIDS Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2000-10-01 board book Michigan AIDS. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50382 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-10-01 https://digitalcollections.library.gvsu.edu/files/original/1c4aa1d9c487b718eaf344d27ad5937b.pdf 66d254e9e9db2d7cdd0f899280d098e8 PDF Text Text TabS Date. September 18, 2000 Memo to: Board ofTrustees From: Gilbert Hudson, Chair, Membership Committee Re: Membership Report Page 34 I. Total of A pproved Members as of 5/23/00 471 II. Applications fo r M ember ship received since 5123/00 +14 Corporate Foundation: KeUogg's Corporate Citizenship F und, Battle Creek Timothy S. Knowlton, Director, Corporate Affairs Corporate Giving: MGM G rand, Detroit Robin L. Matthews, Community & Governmental Relations Manager Familv Foundation: Benjamin & Marion Bregi Foundation, Traverse City Dr. Nancy Bregi Warren, President Dole Family Foundation, Grand Rapids Elizabeth G. Dole, Vice President Dryer Family Foundation, Grosse Pointe Woods Jon B. Gandeiot, Trustee Ronald F. Kinney Foundation, St. Joseph Mr. & Mrs. Ronald F. Kinney, Trustees Weiner Family Foundation, Farmington Hills Sarah Weiner Keidan, Secretary/Treasurer Yeo Family Founda tion, Saginaw Lloyd J. Yeo, President Out-of-State Foundation: Seevers Family Foundation, New York, NY Gary L. Seevers, Trustee Public: Jewish Women's Foundation ofMetropolitan Detroit, Bloomfield Hills Helen Kat=, Director M a rquette-Alger Youth Foundation, Marquette Judith Watson Olson, President J ohn D. Voelker Foundation, Lansing Richard F. Vander Veen Ill, President �35 Membership Report September 18, 2000 Page Two Community Foundation Affiliates: Watersmeet Area Community Fund, Watersmeet Gwen Pierce, Director West Iron County Area Community Fund, Stambaugh Robert Johnson, Director ill. Memberships Terminated After 5/23/00 - 4 Kellogg Company 25-Year Employees' Fund (not using CMF services) McFarlan Home (not using CMF services) Kellogg Company (Kellogg's Corporate Citizenship Fund joined as more appropriate member type) Cole-Birches Foundation (moved out of state & not using CMF services) IV. Total Membership as of 9/ L8/00 481 Current membership composition is as follows: Private: Famjly Foundations Independent Foundations Community: Foundations Affiliates Donor-Advised Funds 56@12% 38@ 8% 5@ l% Corporate: Foundations Giving Programs 33@ 7% 48@10% Public: Foundations Donor-Advised Funds Out-of-State Associate: Community Foundations Private Foundations Individual Philanthropist: ljliscbenncmbcrshipOO.O I reporul 012/00Bd 266 55% 99 21% 81 17% 28 6% 5 1% 200@41% 66@14% 26@ 5% 2@ -0- I@ -04@ l% 2(@, -0481 100% 2 0% 481 100% �36 Minutes Membership Committee of the Council of M ichigan Foundations August 16, 2000 The meeting of the Membership Committee of the Council ofMichigan Foundations (CMF) was held at the Sheraton Hotel, Lansing, on Wednesday, August 16, 2000 pursuant to written notice duly given. C:MF Membership Committee members present were: Gilbert Hudson, Committee Chair, C. David Campbell, Barbara Wertheimer and Kate Wolters. In addition four members participated by conference phone: Amy Berke, Melanie Colaianne, Neeta Delaney and Lois Shaevsky. CMF staff present were Rob Collier, Jeri Fischer and Susan Howbert. [. M embership Status Report The Membership Status Report, as of August I 0, 2000, was presented by Jeri Fischer, Membership Director (a copy of which is appended to these minutes). Membership stands at 477 with the addition of the Ronald F. Kinney Foundation after the report date. 0. Membership Categories/Discussion Issues A. Community Foundation Membership Criteria Staff noted t hat there are now eight state certified community foundations that are ineligible for membership because they reside in counties already served by a CMF member community foundation. After discussion of the criteria for membership and the definition bill for state certifi cation (signed into law 6/22/00, a copy of which is appended to these minutes), it was determined that the Community Foundations Committee should review the certification law and CMF criteria, and make a recommendation to the Membership Committee regarding the CMF criteria. Membership requests from the Canton Community Foundation and Northville Community Foundation will remain on hold. B. Community Foundation Affiliate Status The Committee recommends to the Community Foundations Committee that CMF adopt a new status for affiliates with no voting privileges and maintain the current flat fee of$150. This assures that the vote resides at the lead foundation. The same policy will be adopted for donor advised funds of community foundations. If the Community Foundations Committee concurs with this recommendation, it will be presented to the CMF Board. �37 C. Out-of-State Associate The Membership Committee determined that the criteria be changed from requiring COF membership to encouraging membership, keeping the requirement for membership in their local RAG, if such service is available. Grantmaking in Michigan is an additional requirement to be added to the criteria for private foundations and corporate programs. D. Public Foundation (specifically Hospital Foundations) The Committee reviewed membership requests from the Munson Healthcare Foundation and Holland Community Hospital Foundation and decided to deny both requests based on current membership criteria for public foundations. There was consensus by the Committee members that CMF should continue to be interested in endowed public foundation grantmakers as members that are not single purpose, as these two hospital foundations are. E. Advisors The Committee reviewed the criteria for membership for Consultant Service Businesses and determined no changes to the criteria aL this time, retaining the $50,000 grantmaking level. It was suggested that a "fee for service" be instituted for advisors to reflect the time and resources staff now provide for free to nonmember advisors, and that such a fee structure be presented to the CMF Board of Trustees for approval. [n addition, it was suggested that the Advisors issue be a question for the upcoming CMF strategic planning process. m. Membership Campaign A targeted list w ill be shared with the Board at its October 2 meeting to launch the campaign this year. Recognizing that the potential for new members is mostly with new and emerging family foundations, C!VIF will use an abbreviated "Application to Join" form- successfully used in the April 1999 mail campaign that resulted in 13 new members. ljlischermembership00-0 I commm~enunutcsotl!- 16-00mecting � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2000_BB_2000-10-01_Membership-Committee-Report Title A name given to the resource Council of Michigan Foundations 2000-10-01 board book membership committee report Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2000-10-01 board book membership committee 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50381 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-10-01 https://digitalcollections.library.gvsu.edu/files/original/93bec2923d5ba35b4e2a7c5b4dc000e6.pdf 30c3d4731c328509e4a3c487352840ad PDF Text Text Council of MICHIGAN FOUNDATIONS Suite 3/0ne ~omh HarborAn:nue/P.O.I3ox 599/Grdnt.l Ha1en, Ml4941- /(616) 8-12-""080/FAX (616) 8-!2·1""60 cmf@cmif.org • www.cmif.org Date: September 29, 2000 Memo to: Board ofTrustees From: Gilbert Hudson, Chairman Membership Committee Re: 2000 Membership Campaign Attached are materials for the 2000 Membersrup Recruitment Campaign. At present we have 481 CMF members, with 17 tills fiscal year to date. We are hoping to interest at least 13 more grant makers to join before March 3 1, 200 1. Please review the: • • • • 2000 Campaign materials from the Michigan Foundation Directory, 11th edition (assets over $5 million); 2000 Campaign materials from IRS data (foundations formed since 1995 with assets over $1 million); 1998-99 Campaign contact activity report; and Recruitment sign up/fax back form. Most members make contacts based on knowledge of the contact person or board of trustees. Jeri Fischer, Membership Director, will maintain a grid ofwho is contacting who m, when, etc. Let her know your contact choices via the Fax-Back Form. A sample letter and packets of information about CMF publications and services will be sent to you for recruitment purposes. Calendar October 2, 2000 October 20, 2000 November 1, 2000 December 15, 2000 January, 2001 February 15, 2001 Recruitment materials shared with Board of Trustees Fax-Back Forms to CMF Recruitment materials/sample letter to Board Trustees' report on progress to CMF CMF to do special mailing to Michigan fami ly foundations CMF report to Board on Membership Campaign Let's work toward adding new members. Wouldn't it be something to reach 500! All Association of Foundations and Co1pomtions -Httking G'rants for CIJaritable Purposes. �Prepared 9/ 00 The Michigan Foundation Directory, 11th edition 2000 MEMBERSHIP CAMPAIGN Council of Michigan Foundations Found ations with Assets over $5 million FOUNDATION 'Van Andel, Jay and Betty Foundation •Ford, Benson and Edith Fund ASSETS $139,862,064 $22,768,793 GRANTS CONTACT $7,001 ,407 Jay $1 ,626,000 David Van Andel TITLE ADDRESS President 7186 Windy Hill Road, SE Grand Rapids M. Hempstead Secretary CITY 100 Renaissance Center, 34th Floor Detroit ZIP TELEPHONE TRUSTEES Jay Van Andel, President; Betty Van Andel, Vice President; Allan Engel, (616) 676Secretary; James Rosloniec, 49506 6000 Treasurer (313) 25948243 7777 William Clay Ford, President; Pierre V. Heftier, Secretary; · Richard M. Cundiff, Treasurer; 100 Renaissance •Ford, Eleanor and Edsel Fund 'Whiting Foundation, The Walker, L.C. and Margaret Foundation $19,710,552 $19,126,417 $17,324,721 $915,000 Richard $883,497 Donald $699,244 M. Cundiff E. Johnson Treasurer President Trust Department Center, 34th Detroit Floor 901 cmrens Bank Building Flint c/o Comerica Bank, P.O. North Box 5100 Musk~on 100 (313) 33648243 2000 (810) 76748502 3600 (616) 73949445 0363 Renaissance 'Ford, The Hen') II Fund $16,701,590 $495,337 David M. Hempstead Secretary Page 1 Center, 34th Floor Detroit Lynn F. Alandt, President; Benson Ford, Jr., Vice President; David M. Hempstead, Secretary; Richard M. Cundiff, Treasurer; George A Straiter, Assistant Treasurer (313) 33648243 2000 George A Straitor, Assistant Treasurer; Josephine F. Ford Donald E. Johnson, Jr., President, John T. Lindholm, SecretaryfTreasurer; Marsha A Kump, EXeCUtive Dli'ector; Mary Alice J. Heaton; Linda J. LeMieux Shaw Walker, President; John Shaw Walker Spofford, Vice President; Monica Bauman, Secretary; Walker McKinney, Treasurer; Comerica Bank Edsel B. Ford II, President; David M. Hempstead, Secretary; Richard M. Cundiff, Treasurer �Prepared 9/00 The Michigan Foundation D irectory, 11th ed~ion 2000 MEMBERSHIP CAMPAIGN Council of Michigan Foundations Foundations with Assets over $5 million FOUNDATION ASSETS GRANTS CONTACT 'McFarlan Home Truat $15,892,267 $176,000 'Weatherwax Foundation $13,798,328 $624,500 Peter TITLE Trust Department A. Weatherwax Trustee President Marcks, Oliver Dewey Foundation President 645 Griswold, Suite 3180 DeSeranno Educational Foundation, Inc. Green, Lealie H. ond Edith C. Charitable Trust PresidenV $12,002,053 $150,300 Edward $10,911,334 Henry $770,400 Penn $10,628,00g $10,041 ,708 $9,461,996 $200,000 John s. Wenger - M. Chase $393,535 Ferdinand $495,736 Robert Mardigian Treasurer Sajdak TELEPHONE 485022412 (517) 78749204 2117 TRUSTEES Robert Burchfield, President; Betty Sarvis, Vice President; Mrs. Walter Rundles, Treasurer, Mrs. Clifford W. Colwell; Barbara Hayes; Mrs. R.J. Kelly, Jr.; Wayne Knecht; Mrs. Perry Lemelin; Gretchen Parker; Mary Snell; Mary Lee Stroh Peter A. Weatherwax Helen Mardigian, PresldenVSecretary; Edward S. Mardigian, Jr., Vice PresidenVTreasurer, Robert D. Mardlgian; Marilyn Varbedian (313) 77848304 4120 Detroit (313) 56748243 1212 Detroit (313) 96348226 5343 Henry Penn Wenger, President; Diane Wenger Wilson, Vice President JOhifM. Cliase, ~Pr&srd8r\l; Marian J. Valentine, Secretary; Michael J. Predhomme, Treasurer (31 3) 923· 48066 7800 Aline DeSeranno, President; Elizabeth A. Stevens, Treasurer, Derek Stevens, Treasurer; John Lee (31 3) 222· 48275 5509 Dean S. Bancroft; Bishop R. Stewart Wood; Comerica Bank Vice President c/o Comerica & Senior Trust Bank, P.O. Box 75000 Detroit Officer Page 2 ZIP Bloomfield Hills c/o Fr. Taillieu Senior Citizens Home. 18760 East Thirteen Roseville Mile Road DeCneudt A. CITY c/o Citizens Bank. 328 s. Saginaw Street Flint 618 N. Mechanic Street, P.O. Box 1111 Jackson 1400 N. Woodward, Suite 225 c/o Pip Petroleum Corp., P.O . Box 43098 Vice Mardlglan Foundation !Wenger, Henry E. and Conauelo S. Foundation, Inc. ADDRESS �P repared 9/00 The Michigan Foundation Directory, lith edition 2000 MEMBERSHIP CAMPAIGN Council of Michigan Foundations Foundations with Assets over $5 million FOUNDATION ASSETS GRANTS CONTACT TITLE World Heritage Foundation $9,098,719 $337,645 Bruce c. Greening 'Bishop, A. G. Charitable Trust $8,682,843 $249,489 Pamela w. Taeckens Potlker Family Foundation Mazda Foundation USAJ, Inc. $8,447,192 $8,376,309 $126,950 Hughes Potiker $230,250 Elizabeth Young ADDRESS Treasurer/Feu One Heritage Place, Suite ndatlon Manager 400 Southgate c/o NBD Bank, One East First Trust Officer Street Flint President 1516W. Long Lake Road Director 1025 Connecticut Avenue, NW, Washington, Suite 910 DC Heritage, Mark Foundation Bloomfield Hills - - Davenport, M.E. Foundation Spoelhof, John and Judy Foundation ZIP CITY $8,012,089 $354,800 Kathleen M. Sneden President $7,804,710 $302,110 John w. Trustee 415 E FuHon Street Grand Rapids 341 Waukazoo Holland Drive President 241 E Saginaw. Suite 500 $7,668,589 $509,095 David R Spoelhof Foote Page 3 East Lansing TELEPHONE TRUSTEES (313) 24648195 0512 Heinz C. Prechter, Chairman. Wa~raud Prechter, Presidenr, David L Treadwell, Secretary, Bruce C. Greening, Treasurer/Foundation Man8ll_e (810) 76048502 8457 Robert J. Bellairs; EliZabeth Wentworth; NBD Bank (810) 85148302 3844 Hughes Potiker, President; Sheila Potiker, Vice Presiden~ Lowell Potikar, Secretary; Jon Potiker, Treasurer; Brian Potiker, Assistant Secretary (202) 46720036 5088 Yutake Hirose, Chaimnan; Hiroshi Hosaka; Hidetoshi Tanaka; Yoji Toyama - f-- (616) 451 49503 3511 (616) 39249424 5151 (517) 33748823 1373 K'81111een-M. Sned-, President; Margaret D Sneden, Vice President/Secretary; Tyrus R. Wessell, Treasurer/Assistant Secretary; Gregory C. Moceri; Margaret E. Moceri; Marcia A. Sneden; Mary P. Sullivan; Robert H. Sullivan John W Spoeihof; Judith K Spoelhot, Scott Spoeihof David R Foote, Pres lden~ Shirley A. Foote, Vice President, Frederick C. Foote, Secretary/Treasurer �Prepared 9/00 The Michigan Foundation D irectory, 1 1th edition 2000 MEMBERSHIP CAMPAIGN Council of Michigan Foundations Foundations with Assets over $5 m illion FOUNDATION A SSETS GRANTS CONTACT TITLE A DDRESS CITY ZIP TELEPHONE TRUSTEES I I 'Maas, Benard L. Foundation •Parish. Suzanne D. Foundation $7,095,249 $6,923,222 $398,607 Hiram $173,160 Ronald A. N Dorfman Kilgore President 28580 Orchard Lake Farmington Hills Road Vice President/ Treasurer c/o Arcadia Bank & Trust Company, P.O. Box 50566 Kalamazoo 1(810) 73748334 0077 49005- (616) 3490900 0566 ' Ford, Walter Ren aissance and Josephine Detro~ (313) 33648243 2000 Bloomfield Hills (810) 43348301 8343 Fund oenenoaugn, George S. and Helen G. Foundation Tlmmis, Michael T. and Nancy E. Foundation 'Shelden, Elizabeth, Allan and Warren Fund $6,844,673 $749,862 David M. Hempstead Secretary $6,604,625 $150,372 John J. Kuhn President/ Treasurer 5842 East Mlllerway $6,308,633 $5,928,101 $947,601 Susan $162,000 W. Warren Graham Shelden r- Manager President Page 4 - - 200 Talon Centre Drive Detroit 333 West Fort Street, Su~e 1870 Suzanne D. Parish, President/Secretary; Ronald N. Kilgore, Vice President/Treasurer; Kathanne P. Miller; Preston L. Parish Josephine F. Ford, President, David M. Hempstead, · Secretary; Richard M. Cundiff, 100 Center, 34th Floor Hiram A Dorfman, President; David E Englebert, Secretary/Treasurer. Lucille F. Dorfman; Sol Drachler; Lynn Englebert; Marvin B. Sheplow Detroit Trea surer; George A. Straitor, (313) 39648207 4300 Assistant Treasurer John J. Kuhn, President/Treasu rer; Mary Kuhn. Vice President/Secretary Mll:hael 1. ttmmls, Chairman/Treasurer, Michael T. O'Reilly Timmis, President, Nancy E. Timmis, Vice President; Wayne C. Inman, Secretary; Susan Graham, Manager (810) 96348226 2356 W. W arren Shelden, President; Virginia D. Shelden, Vice President; William W. Shelden, Jr. , Secretary/Treasurer, Tina M. Krizanic, Assistant Secretary; William G. Butler; Robert M. Surdam - �Prepared 9/00 The Michigan Foundation Directory, 11th edition 2000 MEMBERSHIP CAMPAIGN Council of Michigan Foundations Foundations with Assets over $5 million FOUNDATION ASSETS GRANTS CONTACT TITLE Oleson Foundation $5,917,078 $292,129 John R. Rodney Fund, The $5,224,504 $499,170 James M. Rodney $5,026,788 $315,430 Clare Spencer ADDRESS CITY D1rector 6645 North Long Lake Road Traverse Ctty President 725 Hanna Street Birmingham PresidenU Treasurer 3366 Burton Street, SE Grand Rapids ZIP TELEPHONE (616) 94649684 9349 48009- (810) 3523708 8108 TRUSTEES Gerald W Oleson, President, Donald W Oleson, Vice President, Richard Ford, Secretary; Julius H. Beers, Treasurer, John R. Spencer, M.D., Director James M Rodney, President, Lawrence Reed; Leigh Rodney Word Investment•, Inc. DeGraaf Page 5 (616) 94249546 0041 Clare DeGraaf, PresldenUTreasurer �Prepared: 9/20/00 From IRS Data 2000 MEMBERSHIP CAMPAIGN Council of Michigan Foundations Foundations with Assets Over $1 Million FOUNDATION CONTACT ADDRESS CITY ZIP ASSETS RUSHING WIND LTO % RONALD H VANDERPOL 20 MONROE AVE NW STE 450 GRAND RAPIDS 49503-2649 $ 23,072,811 JCT FOUNDATION o/o P CRAIG WELCH JR 2465 CASCADE SPRINGS DR SE GRAND RAPIDS 49546-7413 $ 20,306,114 DOORNINK FOUNDATION %JEFFREY B POWER 111 LYON ST NW STE 900 GRAND RAPIDS 49503-2413 $ 20,267,751 2000 TOWN CENTER STE 1350 SOUTHFIELD 48075-1146 $ 12,002,198 MURRAY C AND INA C PITI CHARITABLE TRUST % CHARLES NILDA RILEY FOUNDATION %GEORGE FRILEY PO BOX 75000 DETROIT 48275-0001 $ 9,637,478 EDWARD M & HENRIETIA M KNABUSCH % MONROE BANK & TRUST 102 E FRONT ST MONROE 48161-2117 $ 8,198,915 VATIIKUTI FOUNDATION % ARTHUR ANDERSEN LLP 4692 W WICKFORD BLOOMFIELD 48302-2309 $ 7,935,361 18263 TEN MILE RD STE A ROSEVILLE 48066-5805 $ 7,533,957 ANNA MAIN UW CHARITABLE TR Page 1 �Prepared: 9/20/00 From IRS Data 2000 MEMBERSHIP CAMPAIGN Council of Michigan Foundations Foundations with Assets Over $1 Million CITIZENS FIRST SAVINGS CHARITABLE FOUNDATION INC % LARRY J MOELLER SR 525WATERST PORT HURON 48060-5434 $ 6,930,784 RNR FOUNDATION INC % RICHARD LORD 3025 EXMOOR ROAD ANN ARBOR 48104-4131 $ 6,737,724 EDWARD M & HENRIETTA % MONROE BANK & TRUST TTEE M KNABUSCH TR 102 E FRONT ST MONROE 48161-2117 $ 6,267,664 ANDRAH FOUNDATION 117 N FIRSTST STE 111 ANN ARBOR 48104-1354 $ 5,649,503 PO BOX770 GRAND HAVEN 49417-0770 s 5,250,335 100 RENAISSANCE CTR FL 34 DETROIT 48243-1001 $ 5,197,128 3635 29TH ST GRAND RAPIDS 49512-1811 $ 4,270,115 HELEN METZGER MCLEAN FOUNDATION % JOHN A MACLEOD 233 LEWISTON RD GROSSE POINTE FARMS 48236-3519 $ 3,991 ,267 SPRINGVIEW FOUNDATION ONE HAWORTH CENTER HOLLAND 49423-9570 $ 3,928,000 VAN KAMPEN FOUNDATION % DAVID ALLEN WILLIAM AND LISA FORD FOUNDATION % DAVID M HEMPSTEAD POWERS FAMILY FOUNDATION % ROBERT J POWERS PRESIDENT % RICHARD G HAWORTH - Page2 �Prepared: 9120/00 From IR S Data 2000 MEMBERSHIP CAMPAIGN Council of Michigan Foundations Foundations with Assets Over $1 Million MAXWELL K PRIBILIRRV MEMORIAL TR 0k CAMPBELL FUND THE STEVE TOTH JR FAMILY FOUNDATION 101 N WASHINGTON 332021 SAGINAW 48607-1206 s 3,442,166 % BRIAN P CAMPBELL 1140 HEATHERWAY ANN ARBOR 48104-2838 s 3,361 ,656 % STEVE TOTH JR 2100 N WOODWARD AVE 201 BLOOMFIELD HILLS 48304-2263 s 3,352,714 401 S WOODWARD STE 485 BIRMINGHAM 48009~613 s 3,225,091 3518 ERIE ORCHARD LAKE 48324-1522 s 3,057,613 444 W MICHIGA KALAMAZOO 49007-3714 s 2,963,755 CITIZENS BANK TRUST DEPT PILGRIM FOUNDATION TR U-A PAUL FARAGO FOUNDATION TRUST % FRANK CAMPANALE THE JOHN AND ~SEMARY B_ROW.N FAMILY FOUNDATION JONATHAN FOUNDATION % JAMES VELTING 2006 S CROSS CREEK SE GRANO RAPIDS 49508~780 s 2,760,833 MARIEL FOUNDATION 'lo RICHARD C LOWE PO BOX6481 TRAVERSE CITY 49696~481 s 2,724,445 JANE SMITH TURNER FOUNDATION INC % MICHAEL 0 GIBSON 500 WOODWARD AVE STE 2500 DETROIT 48226-3407 s 2,559,219 Page3 �Prepared: 9/20/00 From IRS Data 2000 MEMBERSHIP CAMPAIGN Council of Michigan Foundations Foundations witb Assets Over $1 Million SUPERIOR CONSULTANT CHARITABLE FOUNDATION % RICHARD D HELPPIE JR 4000 TOWN CENTER STE 1100 SOUTHFIELD 48075-1405 s 2,542,158 WILLIAM TUXBURY KUTSCHE & GERALDENE GULLIFORD KUTSCHE % OLD KENT BANK & TRUST CO TTEE PO BOX 3636 GRAND RAPIDS 49501-3636 s 2,430,836 GHASSAN A SAAB FOUNDATION % GHASSAN M SAAB 3407 TORREY ROAD FLINT 48507-3253 s 2,311,241 BUSBY MEMORIAL EDUCATIONAL FUND 645 GRISWOLD ST STE 3180 DETROIT 48226-4213 s 2,268,276 JULIUS H AND BARBARA B BEERS FAMILY FOUNDATION % TERRY C ROGERS 109 E FRONT ST STE 300 TRAVERSE CITY 49684-5705 s 2,211,390 BRAUDE FOUNDATION % COMERJCA BANK TTEE PO BOX75000 DETROIT 48275~001 s 2,191,480 CARROLL J HAAS FOUNDATION % CARROLL J HAAS 27020 SIMPSON RD PO BOX 248 MENDON 49072~248 s 2,153,306 LUDYFAMILY FOUNDATION 100 UNDERDOWN RD ANN ARBOR 48105-1077 s 2,117,145 RICHARD H BROWN FOUNDATION PO BOX352 GRAND RAPIDS 49501~352 $ 2,102,320 Page 4 �Prepared: 9/20/00 From IRS Data 2000 MEMBERSHIP CAMPAJGN Council of Michigan Foundations Foundations with Assets Over $1 Million ROBERT E PRICE FOUNDATION INC •.<, ROBERT E PRICE PO BOX 60S ADRIAN 49221.()605 $ 2,069,431 JAMES AND ALMA VAN CAMP FAMILY FOUNDATION %JAMES VANCAMP 24940 MANILA HARRISON TOWNSHIP 48045-3346 $ 2,037,671 49503-2882 $ 2,032,786 JERRY LAND MARCIA D TUBERGEN FOUNDATION 126 OTTAWA AVE NW SUITE 500 GRAND RAPIDS WARREN E & D LOU GAST CHARITABLE FOUNDATION % NBD BANK TRUSTEE PO BOX230 ST JOSEPH 49085.()230 $ 2,002,997 JOHN R SHOFNITZ CHARITABU! TR POBOX3838 GRAND RAPIDS 49501-3838 $ 1,837,142 PO BOX3836 GRAND RAPIDS 49501-3636 $ 1,700,567 %OLD KENT BANK & TRUST CO TTEE GLADYS BRADSTRUM CHARITABLE TRUST WILUAM H & PATRICIA M SMITH FOUNDATION %JANE FORBES 26479 GREYTHORNE FARMINGTON HILLS 48334-4821 $ 1,636,661 FOSS FAMILY FOUNDATION INC % STACEE L FOSS 9327 PARK LANE COMMERCE TOWNSHIP 48362-4368 $ 1,621,471 WISNE CHARITABLE FOUNDATION % EDWARD J PLAWECKI JR ESQ 21000 TELEGRAPH RD SOUTHFIELD 48034-4280 $ 1,619,310 Page 5 �Prepared: 9/20/00 From IRS Data 1000 MEMBERSHIP CAMPAIGN Council of Michigan Foundations Foundations with Assets Over $1 Million RONALD A AND PATRICIA M WILLIAMS CHARITABLE FOUNDATION 1535 44TH ST SW STE 400 WYOMING 49509-4313 $ 1,531,422 IRENE M AUBERLIN FOUNDATION 11745 TWELFTH STREET DETROIT 48206-COOO $ 1,498,918 MARQUETTE 49855.C580 $ 1,476,623 49503-2408 $ 1,453,754 PHYLLIS AND MAX REYNOLDS FOUNDATION INC % PHYLLIS M REYNOLDS PO BOX 580 PEAK STREET FOUNDATION % FREDERICK F MALPASS 111 LYON ST NW 900 OLD KENT GRAND RAPIDS BLDG CLANNAD FOUNDATION %JEANNE H GRAHAM 1700 N WOODWARD AVE STE A BLOOMFIELD HILLS 48304-22(9 $ 1,431,360 ~_AL.YN.N CONWAY CHARITABLE TRUST % DALE E MCCLELLAND G 4080 MILLER RD FLINT 48507-COOO $ 1,358,936 WEGEOSMAN FOUNDATION % JEFFREY B POWER 111 LYON ST NW STE 900 GRAND RAPIDS 49503-2413 $ 1,250,024 L & H FOUNDATION % HELEN M FOWLER 32606 PINE RIDGE DR WARREN 48093-1000 $ 1,244,021 PO BOX548 ROSEVILLE 48066.C548 $ 1,225,074 GERALDINE C AND EMORY M FORD FOUNDATION % BEVERLY HOLMAN - Page6 �Prepared: 9/20/00 From IRS Data 2000 MEMBERSHIP CAMPAIGN Council of Michigan Foundations Foundations with Assets Over $1 MiUion RUBY LGIBBS CHARITABLE TRUST % CITIZENS BANK TRUST DEPT 101 N WASHINGTON AVE SAGINAW 48607-1206 $ 1,135,637 FOREVERGREEN FOUNDATION % RICHARD C LOWE PO BOX 2500 E LANSING 48626-2500 $ 1,132,102 101 N WASHINGTON AVE SAGINAW 48607-1206 $ 1,102,525 102 E FRONT ST MONROE 48161-2162 $ 1,068,412 ELLEN LEVY FOUNDATION % CHARLES NIDA 930001X AVE DEARBORN 48120-1528 s 1,055,798 KLOPCIC FAMILY FOUNDATION % DONALD L KLOPCIC SR 5400 PATTERSON SE GRANO RAPOIS 49512-9630 $ 1,053,890 US-CHINA CULTURAL FOUNDATION % SHIRLEY YOUNG 771 FISHER RD GROSSE POINTE 48230-1203 $ 1,047,174 JANE AND FRANK WARCHOL FOUNDATION % FRANK L WARCHOL 43033 W KIRKWOOD CLINTON TOWNSHIP 48038-1220 $ 1,040,833 ALEXANDER PETRELLIS PERRY TRUST %CO MERICA BANK TRUSTEE PO BOX 75000 MC 3302 DETROIT 48275~001 s 1,017,683 CHARLES J & ALDA L HORGAN CHARITABLE TR EDWARD M & HENRIETTA M KNABUSCH SCHOLARSHIP FOUNDATION %JOHN F WEAVER Page 7 �Prepared: 9/20/00 From IRS Data 2000 MEMBERSHIP CAMPAIGN Counc.il of Michigan Foundations Foundations with Assets Over $1 Million IDM FOUNDATION "k JAMES C WESTIN 1201 OLD KENT BANK BLDG KALAMAZOO 49007..0000 $ 1,009,015 LUCILE K DIEBEL TESTAMENTARY TR UW %NATIONAL CITY BANK 1001 S WORTH ST BIRMINGHAM 411009-4943 s 1,007,402 JOHN C LASKO FOUNDATION % CLINTON T BAIR 45000 VAN BORN RD BELLEVILLE 411111-1152 $ 1,007,1S. 43850 PLYMOUTH OAKS BLVD PLYMOUTH 411170-2598 $ 1,000,243 -DIEBOLT FOUNDATION % MICHAEL C DIEBOLT Page 8 �COUNCIL OF MICHIGAN FOUNDATIONS 1999 Membership Campaign Contact Activity II I �COUNCIL OF MICHIGAN FOUNDATIONS 1998-99 Membership Campaign Contact Activity Form As of 5/25/99 CMFMember Date of Last Contact 10/29/98 Who Contacted and Method of Last Contact Letter, Phone, Visit Michael Predhomme Letter & CMF packet sent. Follow np Plan and Deadline Date 10/29/98 Kenneth Klebba Letter & CMF packet sent. No further contact. In last conversation with him, he indicated they did not wish to join CMF at this time. Judy Hooker Clearbrook Charitable Foundation 8/18/98 Harvey Koning Letter & CMF packet sent. DAJ to follow up. Judy Hooker Bouma, Henry & Carolyn Foundation 8/18/98 Henry Bouma Letter & CMF packet sent. DAJ to follow up. Judy Hooker Tubergen, Jerry & Marcia Foundation 8/ 18/98 Jerry Tubergen Letter & CMF packet sent. DAJ to follow up. Judy Hooker Fehsenfeld, Frank & Virginia Char. Fdn. 8/ 18/98 Virginia Fehsenfeld Letter & CMF packet sent. DAJ to follow up. Membership Candidate Dave Campbell Marcks, Oliver Dewey Foundation Dave Campbell Vollbrecht, Frederick A. Foundation No further contact. ln last conversation with him, he indicated they did not wish to join CMF at thls time. �Gil Hudson 10/84>8 David Hempstead by phone. Still waiting on group as a whole - 2 are possible, 2 still undecided. Hope to resolve by 12/31/98. Cultivation will take time. IOn/98 Emmet Tracy by phone. Foundation broken into 3rds. 1/3 is possible. Will pursue June 1999. Ford Family Foundations Gil Hudson Tracy, Emmet & Frances Fund I Gil Hudson Wilson, Ralph C. Foundation Joined 10/5/98 Gil Hudson Susan Howbert is taking the lead per 9/8/98 phone discussion. Young Women's Home Association Gil Hudson Stroh Brewery Foundation 10/9/98 John Stroh by phone. Foundation out of money now due to low profits. Hope to refund in future and would consider then. Will check in 2000. Gil Hudson Crain's Communications 10/ 13(98 Keith Crain by phone. Is thinking about it. Thinks he will do something . Will follow up 1/99 or earlier. Gil Hudson Applebaum, Eugene Family Foundation Dottie is taking lead. GH will assist. Will try again in June 1999. �- Gil Hudson ZurSchmiede, W. Tom Jr. Foundation Joined 10/30/98. Gil Hudson 9/4/98 Franklin Moore on boards of 4 foundations. Letter sent to Franklin Moore. Joined I 1/ 18/98. I Mariam Noland Crain Communications Mariam Noland Blumenstein, Harold & Penny Foundation 8/10/98 renny Blumenstein sent etter. Mariam Noland Detroit Free Press Charities MN & DAJ discussed with Heath Merriweather Joined 11/ 10/98. I Mariam Noland Timmis, Michael & Nancy Foundation 8/ 10/98 Michael Timmis sent letter. Mariam Noland Ramser-Morgan Foundation Joined 10/2/98. I �David Page I declined to take this prospect this year since I contacted them last year and received a negative response. Borman, Tom & Sarah Foundation David Page 1 wrote the foundation and sent the materials. Tauber Family Foundation I David Page Foundation dissolving per 12/2/98 letter from Ed Feigenson, Jacqueline Memorial Fund Parks. David Page Supporting organization with two beneficiaries. Do not wish to join per Bob Sajdak. Green, Leslie & Edith Charitable Trust David Page I wrote the foundation and sent the materials. Timmis Foundations I Ira Stnnnwasser Duffy Foundation 8/3 1/;s and 1/29/99 I Ira Stromwasser Bauervic, Peggy Foundation Having received no favorable response, I do not plan any further contacts. 8/31/98 and l/29/99 Mary Holmes sent letter & CMF packet, and follow up letter sent. Having received no favorable response, I do not plan any further contacts. No response. I Peggy Maitland sent letter & CMF packet, and follow up letter sent. No response. �Ira Stntmwasser KMD Foundation 8/31/~8 and 1129/99 )1v Smolder sent letter & No response. C:MF packet and follow up letter sent. I Ira Stn1mwasser Ludy, The Ernest & Carmen Charitable Foundation 8/31/98 and 1/29/99 Ira StnJmwasser Buhr Foundation 8/31/98 and 1129/99 Ernie Ludy sent letter & CMF packet and follow up etter sent. No response. Martha Hahn sent letter & CMF packet and follow up letter sent. No response. CHfford Simmons sent letter & packet and follow up letter sent. Received response. Will follow-up. Clark Brauer, Jr. sent letter & CMF packet and follow up letter sent. No response. Hiram Dorfman sent letter & CMF packet and follow up letter sent. No response. I I Ira Stmmwasser Simmons Foundation 8/311?8 and l/29/99 I Ira Stntmwasser Brauer Foundation 8/31/98 and 1/29/99 I Ira Stn~mwasser Maas, Benard Foundation 8/31/98 and l/29/99 I Ira Sfnlmwasser Bronner, WaJiace & Irene Foundation 8/31/98 and l /29/99 Wallace Bronner sent Jetter Response received from & CMF packet and follow Wallace Bronner declining up Jetter sent. membership. I �Dottie Johnson Van Ande~ Jay & Betty Foundation Met with David Van Andel Conversations with Casey Letter & CMF packet sent. Wondergem. Board meets Dec. 15. Anticipate their joining. 9/28/98 and 10/ 1/98 Dollie Johnson Jennings Memorial Foundation Joined 7/22/98. Susan Howbert The Broad Group 5/99 Phone & personal visit 10/28/98. No commitment, however I do see Cyndi on a regular basis. Susan Howbert Young Women's Home Association 5/99 Phone and personal visit. President ofYWHA not tterested; other Board embers are interested. reasurer is working on (lther Board members. Cyndi Broad Nestor no longer Director of Community Relations. Left two voicemails, but no response. Not hopeful that they will join. New President, Marianne Walsh. Voicemail messages have been left & am trying to set up meeting. Susan Howbert Haveman, James & Catherine Foundation Joined 10/2/98. Susan Howbert Seabury Foundation, The Joined 9/24/98. M cFarlan Home Trust Joined 9124/98. Helen Philpott approached last year & Jim Kettler brought on board. ! �Anderson, Frank N . Foundation Joined 9/15/98 via e-mail contact. ~ Gygi & Von Wyss Foundation Joined 7/7/98 I �COUNCIL OF MICHIGAN FOUNDATIONS 2000 ME~ERSBIP CAMPAIGN RECRUITMENT FAX-BACK FORM October 2, 2000 I volunteer to contact the following foundations: (A packet ofCMF material will be sent to you for your use when contacting prospects.) I !Foundation City I II II i II l~ r i l 1;: II ~ I Please fax this form back to: Attn: Jeri Fischer at 616/842-1760. ljliscbermemsbipOO.() I campai gnrecruilform9.()() � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2000_BB_2000-10-01_Membership-Campaign Title A name given to the resource Council of Michigan Foundations 2000-10-01 board book membership campaign Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2000-10-01 board book membership campaign. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50380 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-10-01 https://digitalcollections.library.gvsu.edu/files/original/7ba896601fd9ea219b4e3d963e5d23be.pdf 1f9863856779e1e629aecffca48c9152 PDF Text Text 59 The Familv Philanthropist The Summer 2000 issue ofCMF's biannual newsletter for philanthropic famil ies featured an excerpt from Common Concerns: Current Issues Affecting Family Foundations, by Virginia Esposito, president of the National Center for Family Philanthropy, a short quiz to help famiJy foundation board members do a self-assessment with regard to fiduciary responsibilities, and an article on CMF' s first Family Philanthropy Field Trip to San Francisco in May, 2000. Philanthropy, Hard to Say, Fun to Do: A Guidebook for a New Generation of Philanthropists Philanthropy. Hard to Say, Fun to Do: A Guidebookfor a New Generation of Philanthropists will be introduced at the Family Foundation Retreat by Dr. Kathryn Agard, Director of CMF's K-12 Education & Philanthropy Project. Currently under development, U1is book will provide tools and reference suggestions to help parents and grandparents transfer their commitment to service and passion for philaniliropy to U1e youth of the next generation in their fan1ily foundation. Familv Foundation Management Audil We are very pleased to report that 63 family foundations completed the management audit survey. This wonderful response rate has provided excellent data for Family Foundation Management Audit 2000, an update of the 1993 publication to help families with foundations or those thinking of establishing foundations. The new audit will be available at this year' s annual conference. �September 12, 2000 To: Tab 9 Page 60 Board ofTrustees From: Russell G. Mawby, Chairman, K-12 Education in Philanthropy Project C. David Campbell Julie F. Cummings Robert S. Collier Re: Progress Report Strategic Plans toward Corporate Sponsorship Strategic issues related to scaling the Project to a national audience and expanding indepth in Michigan have held the attention of the Committee over the past six months. A proposed business plan is in the final editing stages. During the falL approaches will be made to major corporate sponsors seeking multi-year underwriting for growing the Project to a national scale. The plan includes aggressive use of the Internet for interactive education directly to srudeots, professional development and resources for teachers, and establishing a resource site in philanthropy education for parents. As this plan takes a specific shape, proposals for consideration regarding future governance will be discussed with the Council of Michigan Foundations Board. Michigan Pilot Schools Add Depth In Michigan, efforts are underway to add depth to the Project within schools. Priucipals have volunteered to have teachers in each grade level include the philanthropy lessons in their curriculum over the next 3-5 years. This provides the first opportunity to assess the transference of knowledge from grade level to grade level, to build a basis for the standardized tests, and to assure long-term integration of the lessons into Michigan schools. The schools volunteering to assist are: Calhoun County (ISD will provide teacher mini-grants with assistance from the Guido A. and Elizabeth H. Binda Foundation) interest has been expressed by: Albion Public Schools (K-5) (Albion Community Foundation will provide teacher mini-grants to any Albion teacher attending institute) Marshall Public Schools Lakeview Public Schools Family Altar Christian School Homer Schools Gull Lake Public Schools Eaton County (ISO wiU provide teacher mmt-grants. learning/career exploration effons) Maple Valley Public Schools Grand Ledge Public School ISD has tied the Project to their service- �61 Charlotte Public Schools Eaton Rapids Lakeview Public Schools An education student from Olivet College has served as a summer intern at the Eaton Intermediate School District in order to assist the implementation of the pilot site process in area schools. Jackson Public Schools Marque/le County (ISD is sponsoring a sustained learning opportunity for area social studies teachers over the course of the winter) Paradise Public Schools Marquene Public Schools Ottawa County HoUand Public Schools Muskegon County Muskegon Public Schools U nits/Lessons and Professional Development E fforts Continue The curriculum and professional development efforts continue with the addition of 300400 new lesson plans in the process of creation and testing. Thic; summer a group of 12 teachers wrote lessons over eight weeks in order to fill in specific unrnet benchmarks. Lessons Grades Placed on the Web-site 25 K-2 3-5 28 6-8 10 9-12 41 Total 104 Total Web: 127 Website ServiceLearning 0 0 10 13 23 Final Editing 15 25 0 9 49 l nirial Review 13 52 37 61 163 Pending• {Estimate) 26 26 0 II 63 Total Est. 79 131 57 135 402 *Figures do not include lessons still arnvmg from the Central Michigan University, Kansas City, and Berrien Summer [nstitutes. A rough estimate would be an additional 150-300 lessons still anticipated. Summer Residential Institutes and in-service professional development for Teachers completed. Summer institutes for teachers were held during June at: Central Michigan University for Michigan teachers; the Ewing Marion Kauffman Foundation in Kansas City; and at the Berrien County Intermediate School District (supported by a grant from the Fredrick S. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2000_BB_2000-10-01_K-12-Education Title A name given to the resource Council of Michigan Foundations 2000-10-01 board book K-12 education Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2000-10-01 board book K-12 education. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50379 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-10-01 https://digitalcollections.library.gvsu.edu/files/original/b9986f8f703570caa9b1d74aff1cd638.pdf f3ce1a6bba9f727f85bc5fca5970e714 PDF Text Text Tab 3 Date: September 15, 2000 Memo to: CMF Board ofTrustees From: Herbert (Ted) D . Doan Re: CMF 6-30-00 Investment Report Page 28 Resolved: That the CMF Board of Trustees accept the June 30,2000 Investment Report. On a quarterly basis, the combined Investment Committee for the Council of Michigan Foundations (CMF), Michigan Community Foundations' Venture (MCFV) and the Michigan AIDS Fund (MAF), meet to review the investment performance for the operating and permanent endowment funds. The reports contained in this section are the latest returns reviewed by the committee at the August 29, 2000 meeting. The enclosed Investment Report bas been broken down into three sections. Investment Performance Report The bench-mark is base::u on the targeted asset allocation formula listed below. S&P 500 S&P 400 S&P 600 International Short Bond Intermediate Bond Cash 40% 10% 6% 14% 15% 15% 0% S ince the equity portion of the permanent funds is invested in index funds, the variances from the bench-marks are primarily due to investment management fees, and the variance in the asset allocation mix from the target established by the Investment Committee and approved by this Board. The KYIP Fund's variances, from the one, two, and three-year bench-marks, are due to the periodic cash payments from the W. K. Kellogg Foundation, which were invested over a twelve-month period on the initial payment, and then a three-month period on subsequent payments. In 1999-00, $3,441 ,000 was received from theW. K. Kellogg Foundation. 1·\0UNDBER\BOARDM EnCM F\2000\mcell 00200adoc �29 Asset Allocation Report The Investment Committee has revised the investment policy, so that initial funds received into a permanent fund (such as the Dorothy A. Johnson Educational Fund), are being invested over a six-month period.. The Johnson Educational Fund was fully invested by July 31st. I nvestmen t Performance Compar ison Report One of the bench-marks the Investment Committee has been tracking, is the Cambridge Associates, Inc. pool of colleges, universities, and foundations. Since the release of this quarterly report typically lags the end of our quarter, by two to three months, the latest comparative numbers available are March 31,2000. The variance from the actual one-year rate of returns with the Cambridge pool, is primarily due to the returns in the venture capiltal and private equity market, which are categories not allowed under our current investment policy. You will note that over a three-year period the endowment funds that have been fully-invested, tracked relatively close to the Cambridge pool. The Committee will continue to monitor the differences with the Cambridge pool carefully, and consider adjustments co the asset allocations where appropriate. I.IDLINDBER\BOAROMEliCMF\2000\mectl00200a.doc �30 Council of Michigan Foundations Permanent Funds Investment Performance Report June 30, 2000 One Year Actual Bench Return Mark Compound Annual Two Year Actual Bench Return Mark Three Year Actual Bench Mark Return William Allen Fund 8.39% 9.43% 11.23% 11.23% 11 .98o/o 13.57% Mawby Endowment Funds 9.41% 9.43% 11.07% 11 .23% 13.03% 13.57% Community Found Endowment 9.47% 9.43% 11.04% 11 .23% 12.86% 13.57% KYIP Fund 7.81% 9.43% 11 .65% , 1.23% 10.36% 13.57% N/A N/A N/A N/A N/A N/A Johnson Educational Fund Bench Mark Is based on the various indices that the portfolio is attempting to duplicate using the targeted asset allocation adopted by the Investment Committee. dlindberg/Boardlcmf/2000/Brdrpt060200.xls-3 �31 Council of Michigan Foundations Asset Allocation June 30, 2000 Investment Balance 6/30/00 A ctual Asset Allocation Targeted Asset Allocation Operating Funds CMF Operat.l ng Fund $4,431,603 100% 100% MCFYP Challenge Grant Fund $6,885,192 100% 100% MCFYP Computer Grant Fund $851,669 100% 100% Michigan AIDS Fund $173,072 100% 100% Note. All operating funds are invested In money marl(et accounts. Endowment Funds Russell G. Mawby Endowment Fund to Improve & Increase Philanthropy and Ruth & Russ Mawby Fund for K.lds Cash Equivalents Fixed Income Equities s 1,949 787,813 1,752,756 2,5-12,518 0.1% 31.0% 68.9% 100.0% 0% 30% 70% 100% $4,344 38,350 84,839 $ 127,533 3.4% 30.1% 66.5% 100.0% Oo/o 30% 70% 100% $7,815 1,828,933 4,056,019 $5,892,767 01% 31 .0% 68.8% 100.0% 0% 30% 70% 100% $7,553 3,898.581 8,652,860 $12,558.994 0.1% 31 .0% 68.9% 100.0% 0% 30% 70% 100% $392,829 160,715 459,588 $1 ,013.132 38.8% 15.9% 45.4% 100.0% 0% 30% 70% 100% s William Allen Endowment Fund Cash Equivalents Fixed Income Equities Community Foundation Endowment Cash Equivalents Fixed Income EQUities KYIP Fund Cash EquiValents Fixed Income Equ1t1es Johnson Educational Fund Cash Equivalents F1xed Income Equ1ties Olondborgi11111Uiic:mUBrdrpt060200 xlssheet2 �32 Council of Michigan Foundations & Supporting Organizations Permanent Funds Investment Performance Comparison Repo rt 3/31 /2000 . I Quarter Endin g 3.;)1 ~0 I Actual Return Cambridge Foundation Pool One Year Ending 3·31~0 Cambndge Actual Foundation Return Pool IThree Years Ending 3-31~01 Actual Return Cambridge Foundation Pool Mawby Funds 3.32'% 4 .10% 17.63% 21.50% 17.97% 18.00'fo Allen Fund 2.89% 4.10% 16.65% 21.50% 16.81% 18.00% Community Foundation Fund 3. 15% 4.10% 17.42% 21.50% 17.57% 18.00o/o KYIP 3.41% 4.10% 15.89% 21 .50% 11.02% 1800% D. Johnson Educational Fund N/A N/A NIA N/A N/A Bench Marks Wilshire 5000 S&PSOO LB Aggrega1e CPI-U 3.8% 2.3% 2.2% 1.7% 27.4% 27.4% 6.7% 2.3% 23.6% 11.9% 1.9o/o 3.7o/o Note: Cambridge returns are based on a pool of 272 foundations. Cambridge summarizes one. three and fiVe year returns in their publication titled ComparatJve Asset Allocation and Toea/ Retum - Foundations. Asset Allocation Cambridge Pool US Equities International Equities Fixed Income Cash Other Total Other Real Estate Venture Capital Private Equity Hedge Funds High Yield Bonds Oil & Gas Panner.ohlps Distressed Securities Arbitrage Other • Represents the latest return numbers available from Cambridge. d londberg/committeeJinvesV20001M082900g.xls-1 45.8% 13.6% 21.0% 4.0% 15.6% 100.0% 2.6% 3.4% 1.4% 4.5% 0.7% 0.3% 0.6'fo 1.5% 0.6% 15.6% CMF Target 56.0% 14.0% 30.0% 0.0% 0.0% 100.0% N/A � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2000_BB_2000-10-01_Investment-Committee-Report Title A name given to the resource Council of Michigan Foundations 2000-10-01 board book investment committee report Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2000-10-01 board book investment committee 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50378 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-10-01 https://digitalcollections.library.gvsu.edu/files/original/0b78d1358754c519c457facb5aa9aa26.pdf aaf98a589a30bb3dfe15308098428d87 PDF Text Text Michigan IDA w Partnership Preliminary Business Plan with Quarterly Activitit Draft Document 9/22/00 Rom- -f~~ CctctYr z) 'z_atJ INTRODUCTION The Michigan IDA Partnership is an innovative partnership between the State of Michigan Family Independence Agency (FrA) and the Council of Michigan Foundations (CMF) to create a new tool that supports low income families in their struggle to get out and stay out of poverty. This unique public/private partnership recognizes that asset accumulation is a key to helping low-income families work their way out of poverty. The Michigan IDA Partnership will invest SIO million over a .five-year period to design, establish, and evaluate a program that supports hundreds of low-income families in the State ofMichigan. The following is preliminary business plan that sets the direction, strategy, and activities that the Michigan IDA Partnership will undertake in the next year to accomplish its huge goal of helping up to 2000 low-income families in the next five years. The plan is broken into six components including communication, program design, technical assistance, evaluation, fundraising, and budget. This text describes the direction and strategy for the Partnership. The workplan table outlines the quarterly work activities and targets for the next year. The budget is only a preliminary budget that will need to be revised as the program design takes shape (which will impact implementation grants) and other real costs are assessed for technical assistance, program evaluation, and communications. This is not meant to be a program design document That is part of the activities being completed in the first quarter of this fiscal year starting in October 2000. This plan will reflect the activities that must be accomplished in key areas of work that will allow the Michigan IDA Partnership to become a success. 1. Communication Key Responsibilities for communication will fall to the Michigan IDA Partnership and Council ofMichigan Foundations. An IDA database with funders, potential funders, IDA providers, IDA participants, key state departments and leg islative contacts will be developed and maintained at the Counci l of Michigan Foundations. Education & Outreach for partner organizations: Whenever possible the IDA Partnership will present at statewide meetings of key provider and funding networks to share progress and gamer new partnerships within the provider and funding communities. State Association Presentations (beginning list): CEDAM MCAAA Association ofNon-profits United Way meetings Housing Counseling Network * Individual Development Accounts; building assets for Michigan's low-income citizens. �the state of Michigan. Staff will develop an RFP and IDA certification process to bring programs on-line once systems of reporting and distribution mechanism for IDA matching funds have been established. The IDA Partnership is under pressure to get programs up and running on the ground and thus must concentrate on establishing clear program parameters and funding criteria to establish program relationships in the first year. Staff will work closely with the IDA Advisory Committee to establish the operat~ng guidelines to programs that will be funded through the partnership. In the longer term the role of the Michigan IDA Partnership will be to encourage creative exploration of new IDA programs that stretch the use and utility ofiDAs in the lives of low-income families. The demonstration must allow for innovation in the creation of IDA accounts in Michigan that explore new partnerships with other types of organizations (i.e. schools, churches, mentoring programs). In addition, IDAs may be used for a wider variety of wealth creation tools like IRAs and tax deferred college tuition programs for our children. Key Challenges: As IDAs are very new in Michigan, it is critical that statewide systems not inhibit or squelch the existing activity already taking place. However, a system to provide funding and match to IDAs will require a structure that allows for efficiency in the provision of services, consistency in the tracking and evaluation of the program, and common procedures for customer intake/tracking and disposition ofiDA matching funds. The design of the Michigan IDA Partnership will need to establish parameters for performance while at the same time allowing flexible implementation and variation in local program design. A reasonable balance between centralized functions and decentralized implementation must be achieved to support successful implementation and expansion ofiDAs in Michigan. Another huge challenge will be to establish a program design that allows for the rapid expansion of IDA accounts throughout the state without weighing down programs that are just beginning to yield results themselves. 3. TA & Capacity Issues The role of technical assistance to programs will be contracted out, most likely to the Michigan Community Action Agency Association (MCAAA), who has provided education and training to interested IDA providers in a previous contract with the Family Independence Agency. The staff at the Michigan IDA Partnership will work closely with the technical assistance provider to ensure TA reinforces the design of the Michigan IDA Partnership. The goals in the provision of technical assistance and training are as follows: * Individual Development Accounts; building assets for Michigan's low-income citizens. �program at those sites need to be exemplary to serve as a model from which smaller programs can Jearn. Finally, theTA provider will need to strategically nurture programs that will be able to work in concert with the coordinating organizations. These are difficult factors to balance when dealing with young programs. 4. Evaluation Tbe key party responsible for the initiative's evaluation will be an experienced evaluation organization with which the Michigan IDA Partnership contracts with to provide that service. The evaluation is critical for determining the future direction of IDAs in Michigan as well as future funding for the administrative and matched savings costs associated with IDA programs. The program evaluation specialist with the Family Independence Agency will provide assistance in preparing the evaluation design, evaluation plan and scope of service for the provider. Scope of Evaluation: The scope of the evaluation will need to be both a process evaluation on the implementation of the program and the end results or impacts the program has on participants completing the program. The process evaluation wiJI need to look at the roles & responsibilities of partner organizations implementing IDAs and the systems established to recruit, track and disburse funds for the programs. The outcome evaluation will need to look at the component parts of an IDA program and measure how each impacts customers (i.e. economic literacy classes, counseling on budgeting, homeownership, credit, and how the purchase of these assets impact the lives of participants). The Michigan IDA Partnership can benefit from gathering resources available from other IDA program evaluations in other parts of the country. Our evaluation should be compatible with the national evaluation of the American Dream Demonstration for one. However, we must also make sure that the data collected and cost of the Michigan IDA Partnership evaluation is specific to the goals of this initiative. Because IDA programs require the use ofMiss IDA software a large part of the evaluation's data collection plan will be taken care of in the process of running programs. Other research questions will need to considered before programs are certified through the Michigan IDA Partnership so program procedures include appropriate times to collect data from participants and appropriate tools to collect the information. Challenges: The Michigan IDA Partnership will need to rely heavily on expertise inside the Family Independence Agency to establish a reasonable process and outcome evaluation for the initiative. The process evaluation will need to include several sites involved in the implementation of the initiative. However, it will not be feasible to evaluate all sites due to cost implications. * individual Development Accounts; building assets for Michigan's low-income citizens. �commitments that shift from state to direct local investment should be encouraged. A side benefit to local organizations could be new relationships with local funders they have not met previously. Challenges: The IDA Partnership does not wish to compete with locaJ community-based organizations for local funds, but must work with partner organizations to develop match that is raised locally. Enough private match dollars need to be raised so that the Michigan IDA Partnership will also be helpful to existing programs that have already received federal funding through the Assets for [ndependence Act. State funds from T ANF cannot be used to match other federal funds. CMF can use its network to raise match dollars statewide while at the same time encourage those same funders to support programs locally. 6. Budget Five Year Preliminary Budget (under construction) *Individual Development Accounts; building assets for Michigan's low-income citizens. �Eric Muschler 9118/00 DRAFT Michigan IDA Workplan I. Communication 1' ' Quarter Oct ' 00- Dec '00 • Create IDA master Database and e-mail list (CMF). • Mail out first IDA newsletter (CMF) • Design IDA update cards (Mott) Identify state speaking & outreach opportunities for year. (All) Establish Website connected to CMF host. (CMF) . 2"" QuarterJan '01 - Mar '01 Release RFP to provider network Build IDA information on Website • Speak at state network opportunities Hold 3-4 orientation/info sessions in sites across the state. • . . 2. Program Design &RFP Establish Advisory Com. Goals & Objectives • Establish key policies around "use", match rate, 3. TA & Capacity . . . . . saving rate, etc. Design IDA network key partner roles & respon. Establish selection criteria Complete I ~ draft of RFP & ratio~ tool Review work of previous contract Establish goals and scope of service . . . Write operating procedure manual for coordinating partners • Organize Advisory Comm. Review & selection process • Make site coordin. Selections by March 31". Make site selection for first set certified programs Individually communicate w/ potential coord. Partners. . . 3"' Quarter Avr '01- June '01 2nd newsletter Press conference announcing coordinating partners • Press conference announcing IDA certified programs .. 4lllQuarterJulv ' 01 - Sevt '01 • 3,. newsletter First Asset-update card mailed. Collect individual asset purchase stories. Identify legislative agenda for asset building public policy opportunities. Hold State IDA conference w/ new partners. . . . Year 2 and Beyond . On-going newsletter and asset up-date cards. . . Develop certification R.FP for future expansion. • Work out all procedural questions related to intake, screening, tracking and disbursement of IDA funds between cert. Programs and regional coordinator • Release certification R.FP for 2nd round decisions Identify barriers to effective implementation of IDA accounts. . . • . . Provide Miss IDA training w/Washington Univ. Hold Coordinator Provide strategic TA to planning grants. Monthly • Select 2"" round IDA certified partners. Revise policies & procedure manual. • Explore broader IDA use opportunities. . . . Provide I" year TA report. Review scope of service and establish . �Eric Muschler 9/18/00 DRAFT 6. Budget . Establish preliminary budget • Establish match disbursement procedures \\~tb TANF funds. Obtain Miss IDA software and research fund tracking capabilities Establish M1 IDA Partnership fund tracking system w/CMF finance office. . . program match & admin. $'s that transfer from statewide to local funding. Incorporate admin & mateb funding procedures into program procedure manual. . . . t• Disbursement of ad min funds to first round partners. Initiate first quarterly savings repon for rele3Se of T ANF funds by end of quancr. • Establish operating procedures for IDA fund disbursal accounts. . Review preliminary budget and revise 35 needed. Tie to progress in fundraising. Complete fundraising for balance of project . . � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_2000_BB_2000-10-01_IDA-Partnership Title A name given to the resource Council of Michigan Foundations 2000-10-01 board book IDA partnership Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 2000-10-01 board book IDA partnership. 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. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 50377 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-10-01