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                    <text>SUGGESTED MEETING DATES

FRIDAY, NOVEMBER 22, 1991
FRIDAY, JANUARY 10, 1992
FRIDAY, JANUARY 31, 1992
FRIDAY, FEBRUARY 28, 1992
FRIDAY, MARCH 27, 1992
FRIDAY, APRIL 24, 1992
FRIDAY, MAY 22, 1992

FRIDAY, JUNE 26, 1992
FRIDAY, JULY24, 1992
FRIDAY, AUGUST 28, 1992
FRIDAY, SEPTEMBER 25, 1992
FRIDAY, OCTOBER 23, 1992
FRIDAY, NOVEMBER 20, 1992

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                    <text>MICHIGAN COMMUNITY SERVICE
COMMISSION

Mrs. Michelle Engler, Chair
Michigan Community Service
Commission
Olds Plaza Building, 4th Floor
111 S. Capitol Avenue
P.O. Box 30015
Lansing, Michigan 48909

Mr. Eugene Proctor
2804 Mulford Drive SE
Grand Rapids, Michigan 49546
(H) 616-942-1587
(W) 616-456-8593
*Baxter Community Center

Mrs. Diana Algra, Ex. Director
Michigan Community Service
Commission
Olds Plaza Building, 4th Floor
111 S. Capitol Avenue
P.O. Box 30015
Lansing, Michigan 48909
(W) 517-335-4295

Mr. Darin A. Day
4374 Okemos Rd., Apt. B216
Okemos, Michigan 48864
(H) 517-347-7812
(W) 517-355-8266
(W) 517-353-5038
*MSU Student

Dr. Mary Ellen Brandell
619 E. Chippewa Street
Mt. Pleasant, Michigan 48858-17 41
(H) 517-773-9403
(W) 517-774-6448
*Central Michigan University

Mr. Terry Langston
669 South Wonders Hall
Michigan State University
East Lansing, Michigan 48825
(H) 517-353-2558
(W) 517-353-5038
*MSU Student

Dr. Joel Orosz
4300 Old Field Trail
Kalamazoo, Michigan 49008
(H) 616-372-3366
(W)616-968-1611
*W.K Kellogg Foundation

Ms. Vernie N ethercut
1139 Washington
Alpena, Michigan 49707
(H) 517-356-0353
(0) 517-356-9021 ext. 271
*Alpena Community College

�Ms. Lisa Hitch Murray
Fox Office Center
2211 Woodward
Detroit, Michigan 48201-3400
(W)313-983-6420
*Little Caesar Enterprise

Mr. Terry Pruitt, Jr.
1469 Allendale Drive
Saginaw, Michigan 48603
(H) 517-792-1511
(W) 517-496-8320
*Trustee-Saginaw Area Community
Foundation

Mr. Henry C. Gaines
2836 Mallery Street
Flint, Michigan 48504
(H) 313-232-1672
*Local 559 UAW

Ms. Geneva Jones Williams, President
United Community Services of
Metropolitan Detroit
1212 Griswold
Detroit, Michigan 48226-1899
(W) 313-226-9444
*United Community Services

Dr. WilliamS. Stavropoulos
5310 Sunset Drive
Midland, Michigan 48640
(H) 517-631-7019
*President of Dow USA

Mr. Paul Hubbard
New Detroit, Inc.
One Kennedy Square, Ste. 1000
Detroit, Michigan 48226
*New Detroit President

Ms. Judith Reyes
7344 Heyden
Detroit, Michigan 48228
(H)313-336-5359
*Madonna University Media
Center

Dr. John DiBiaggio
Office of the President
Michigan State University
450 Administration Building
East Lansing, Michigan 48824-1046
(W) 517-355-6560
*President of MSU

Ms. Judith Riedlinger
24404 Catherine Ind.
Novi, Michigan 48375
(H) 313-540-4673
*Small Business Owner
Mr. James Kalil
1527 Kinmore Street
Dearborn Heights, Michigan 48127
*Retired Command Inspector of
Wayne County Sheriffs Office

Ms. Dorothy Johnson
Council of Michigan Foundation
1 South Harbor Avenue, Ste. 3
P.O. Box599
Grand Haven, Michigan 49417
(W) 616-842-7080
*Council of Michigan Foundation

�.
t

YES AMBASSADORS
Cynthia Scherer
Olds Plaza Bldg.. , 4th Floor
111 S. Capitol Avenue
P.O. Box 30015
Lansing, Michigan 48909
(W) 517-373-1376
*Points of Light
Trabian Shorters
Olds Plaza Bldg., 4th Floor
111 S. Capitol Avenue
P.O. Box 30015
Lansing, Michigan 48909
(W)517-373-0617
*Points of Light
DEPARTMENT LIAISON
Mr. Doug Stites
Michigan Department of Labor
Governor's Office on Job Training
201 N. Washington Square
Victor Building, 4th Floor
Lansing, Michigan 48933
(W) 517 - 373-6227

Ms. Nancy Crandall, Director
Office of Services to the Aging
611 W. Ottawa Street
P.O. Box 30026
Lansing, Michigan 48909
(W) 517-373-7876
Ms. Roberta Stanley
Asst. Supt. for State &amp; Federal
Regulations
Department of Education
Ottawa Street Office Building
South Tower
608 West Allegan
P.O. Box 30008
Lansing, Michigan 48909

Mr. Joseph Graves
Department of Social Services
Director of Program Support
Family Service Administration
P.O. Box 30037
Lansing, Michigan 48909
(W) 517-651-1173

3

�l

'

Ms. Elaine Gordon
Partnership for Education
Department of Education
Ottawa Street Office Building
South Tower
608 W. Allegan
P.O. Box 30008
Lansing, Michigan 48909
Mr. Gary Cass
Project Outreach
Department of Education
Ottawa Street Office Building
South Tower
608 West Allegan
P.O. Box 30008
Lansing, Michigan 48909
Ms. Teresa Staten
Associate Superintendent for
Instruction Service
Department of Education
Ottawa Street Office Building
South Tower
608 West Allegan
P.O. Box 30008
Lansing, Michigan 48909

4

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                    <text>National Community Service Act

�INTRODUCTION
In 1990 embracing the words of the late Martin Luther King Jr .,
"Everyone can be great because everyone can serve,"
Congress
passed the National and Community service Act.
On November 16,
1990 it was signed into law by the President.
To accommodate
certain constitutional objections raised by th~ President, the act
was amended by P . L. 102-10 and signed into law on March 25, 1991 .
A compromise among the Senate, House and Administration the Act was
designed to strengthen the American ethic of community service and
to help translate this ethic into meaningful action.
Under the
Act, state and local governments, schools, colleges and nonprofit
organizations are eligible to receive funding for full and part
time service programs . In the following pages an outline of the
Act has been provided.
The Act also created the Commission on National Community Service
to administer the Act. The Commission was appointed on July 22,
1991. The National Commission met for the first time on September
25, 1991. A second Commission meeting was held on October 20 &amp; 21,
1991. The Commission expects to provide $73 million to eligible
service programs in fiscal year 1991, including $22.5 million for
school and community based youth and college programs, $22.5
million for youth corps, and $22.5 million for state sponsored full
and part time service programs, with $5. 5 million yet to be
allocated.
Draft regulations regarding the appropriation of funds are expected
to be released in mid November. A final draft of the regulations
are expected to be ready by mid January of 1992. Applications for
the funds will be due shortly after this time.

1

�AN OVERVIEW
COMMUNITY SERVICE LEGISLATION
A new l egislation and private initiat ives offer a broad r an ge of
service opportunities for Amer i can citizens, wi th pri ority on youth
and older adults as volunteers.
FEDERAL LEGISLATION
The National and Community Serv i c e Act of 1990 conta i ns three key
Titles:
Title I

NATIONAL AND COMMUNITY SERVICE STATE GRANT PROGRAM

Provides broad opportunities for service
state. Programs funded include those for
college students, and school drop-outs .
available for full- and part-time service
over the age of 15.

by citizens o f a
school-aged youth ,
Also, fund i ng is
corps for person s

Authorizations
(Note:
the FY 1991 appropriation for a ll
programs matches the authorization):
$ 56
million in FY 1991
$ 95.5 million in FY 1992

$105

million in FY 1993

Title II

MODIFICATION OF EXISTING PROGRAMS

Requires the federal Department of Education to work wi t h
institutions of higher education to more widely publicize the
student loan deferral program that encourages college
graduates to serve in nonprofit organizations .
Also t he
legislation creates Youthbuild, a program that involved youn g
people in the building and rehabilitation of home and servic e
sites (providing health, recreation, child care) for lowincome families.
Authorizations:
$1 million in FY 1991
$2 million in FY 1992
$5 million in FY 1993

2

�Title III

POINTS OF LIGHT FOUNDATION

Authorizes a new private quasi-governmental foundation ,
closely associated with the activities of the White House , to
stimulate service geared toward significant social problems.
T·,.;o initiatives already supported are "StarServe '' and the "One
to One Project."
Authorizations
$ 5 million in FY 1991
$ 7 million in FY 1992
$10 million 1n FY 1993

The grant programs are administered by a Federal Commissi on on
National Service. The members of the Commiss1on are aooo1nted b y
the P~esident.
!he Commission will establish the rules and
regulations regarding the applications for funding and t he
evalua:ion criteria of the funded programs.
ANALYSIS
The next section
questions:
I
1
1
1

I

analyzes

the

legislation

answering

these

What is the overall intent?
What funding is available?
How can organizations receive funds?
What types of programs can be funded?
What special requirements or priorities must be included in
the programs?

3

�ACLOSER LOOK
NATIONAL AND COMMUNITY SERVICE ACT
TITLE I

NATIONAL AND COMMUNITY SERVICE STATE GRANT PROGRAM

Intent.
This grant program is designed to expand
oppcrtuni ties for citizens in their communi t i es , with
priority given to involving youth and older Americans.

serv1c e
spec i a l

Funding. $54 million is authorized for FY 1991 for the state gran t
program. States are required to provide a 10% match in FY 1 9 91 , a
20% match in FY 1992, and a 30% match in FY 1993.
States may apply to the Commission on National service to fund an y
or all of the programs authorized in the legislation. If states do
not apply for funds, then local agencies may apply directly to th e
National Commission for funding of certain program.
These ar e
identified in the description that follow.

Program. Programs created under this Title represent a continuum o f
service opportunities for youth, college students and young adults ,
and older Americans.
The programs include school-based and
community partnerships, college service programs, and full- an d
part-time human service and conservation corps.
SCHOOL-AGED SERVICE FOR STUDENTS AND OUT-OF-SCHOOL YOUTH
Intent. The goal of this program is to provide all young people
with an opportunity to serve their community, whether they are
students or have dropped out of school.
The legislation also
encourages adults to become more involved as volunteers in schools.
Funding. A total of $16.5 million is authorized for this program
and the higher education program (a description of this program
follows).
The Commission on National Service will decide what
portion of the funds will be available to states for the schoolaged service program. Funds for this program will be administered
by the state departme~t of education and are allocated to states
based on one of two criteria: 1) if the annual appropriation is
less than S20 million, then states apply directly to the Commission
for funding on a competitive basis; or 2) if the appropriation is
more than $20 million, then the funds are allocated to states
according to a formula. If states do not offer school-aged service
programs and do not apply to the National Commission for funding,
then local agencies may apply directly to the Commission for local
program support.

4

�Funds may be used to pay for the supervision of participants,
program administration, training, transportation, insurance, and
reimbursement for the out-of-pocket expenses of participants.

Program. Programs and activities that may be funded under this
section are:
1

State planning and capacitv building. States may use 10% of
the funds received under this section to improve the ability
of their agencies and communities to deliver volunteer service
programs.
Funding can be used for training , design of
service-learning curriculum, research and evaluation, and
outreach and dissemination of information. These activities
can be delivered by the state department of education or by
contract to other agencies.

I

School-based service learning programs.
At least 60% of a
state's grant under this section must provide assistance to
local applicants for the implementation, operation, or
expansion of school-based service learning programs. servicelearning programs must:

•

Provide students with an opportunity to learn and develop
through active participation in thoughtfully organized
service experiences that meet actual community needs and
that are coordinated in collaboration with the school and
community;

•

Be integrated into the students' academic curriculum and
provide structured time for a student to think, talk or
write about what the student did or saw during the
service activity;

•

Equip students to use newly acquired skills and knowledge
in real-life situations in their own communities; and

•

Enhance what is taught in school by extending student
learning beyond the classroom and into the community and
to help foster the developm~nt of a sense of caring for
others.

Grants are available to partnerships of local educational
agencies and community organizations. The partnerships must
include a nonprofit organization and may include a for-profit
business.

5

�I

Community service Programs targeted to out-of-sch o o l yout h.
These funds are earmarked for you~g people who fall outsi d e
the school system, using positive service experiences a s
incentives to get them back into school.
At least 15% of a
state grant must be used to fund these communi ty -bas ed
programs for youth.
Partners must be public or pri v a t e
nonprofit organizations that will make service opportun i t ies
available. Schools and for-profit businesses can be involv e d
in the program.

I

School-based adult volunteer and partnership prooram.
Not
more than 10% of these funds are earmarked for programs t h a t
involve adult volunteers within the school system , especial ly
those that include a partnership with a business group a nd
benefit disadvantaged youth .
Educational agencies must be
involved in the partnership .
Other
partners
can
be
public
or
organizations or for-profit businesses.

private

nonprofi t

Requirements.
Eligible programs must meet specific criteri a
outlined in the legislation.
Many of the requirements reflec t
"principles of good practice" identified by practitioners an d
academicians in the fields of education, youth development ,
community development and voluntarism (refer to the program
section, pgs. 25-26).
For example, priority will be given t o
school-based service learning and community service programs tha t
involve participants in the program design, target low-income yout h
and involve students from diverse backgrounds, are integrated into
the academic program, and focus on substance abuse or school
dropout prevention.
With regard to adult volunteer programs ,
priority will be given to applications that involve older Americans
or parents as volunteers; include business as a partner; and focus
on substance abuse and school dropout prevention, nutrition
education, or the improvement of basic skills and reduction of
illiteracy.
Also, programs must explain how local partnerships
will be developed, the extent to which disadvantaged children
receive services, and the training and supervisory elements of the
program.
HIGHER EDUCATION INNOVATIVE PROJECTS FOR COHHUNITY SERVICE

Intent.
The purpose of this program is to encourage the
involvement of young people in community service during their
college years.

6

�Funding.
There is no separate appropriation for the Higher
Education Innovative Projects. Funds for these projects are part
of the allocation for the school-aged service programs. The exact
amount available for this program will be determined by the
National Commission on Service. Application for funding are made
directly to the National Commission and applicants must demonstrate
either an in-kind or cash match equal to 50% of the grant.
Program.
The range of activities that may be funded is broad ,
including community service projects designed by students, service
integrated into the college curriculum, and training for teacher s
and other community leaders on how to design and implement service
programs.
Program applicants may be either higher education
institutions or public and private nonprofit organizations working
in partnership with higher education institutions.

FULL-TIME YOUT.ff SERVICE CORPS
Intent.
This program encourages the expansion of full-time or
summer youth human service or conservation corps for young adults
( 15-25 years of age).
Corps programs are comprehensive and meet
participants' educational, social, and employment needs.
Funding. The FY 1991 authorization is $16.5 million . States and
several federal agencies (including the Secretary of Agriculture,
the Secretary of the Interior, and the Director of ACTION ) are
eligible to apply for grants from the Commission. If a· state does
not apply for funding, local agencies may apply directly to the
Commission. federal funds may not exceed 75% of the total program
costs.
Program.
Full-time youth corps programs provide involve young
people, ages 16-25 a living allowance and training and education
services. The summer programs are limited to youth 15-21 years of
age.
Priority in both programs is given to indi victuals without
high school diplomas and disadvantaged youth.

The legislation encourages the development of youth corps to
perform a variety of activities. Conservation corps undertake such
projects as:
the conservation and rehabilitation of wildlife,
parks and recreation areas; tree planting in rural and urban areas;
road and trail maintenance; emergency relief for natural disasters;
energy conservation; and improving access to public facilities for
persons with disabilities. Human service corps activities include
work in governmental agencies, nursing homes, senior citizen
centers, child care centers, schools, and nonprofit social service
agencies.
Of particular importance are projects that improve
public facilities, provide literacy training to the economically
disadvantaged, teach drug and alcohol use awareness, and address
issues of poverty.

7

�Funds are provided for pre-service, in-service, and post-service
training and educational opportunities.
Programs may anroll a
limited number of participants who would otherwise not be eligible
to participate, but who possess unique skills related to the
projects of the corps. These people may include older Americans.
Programs may use 2% of the funds to conduct joint programs with
senior citizen's organization to serve as mentors for corps
members.
NATIONAL AND COMMUNITY SERVICE
Intent. This section of the legislation authorizes demonstration
projects that provide service opportunities for adults (17 years of
age and over) who do not meet the eligibility requirements of the
human service/conservation corps programs, specifically employed
adults and college-bound youth.
There is a special· emphasis on
involving order Americans in volunteer service.
Funding. The FY 1991 authorization for this program $16.8 million.
States must apply to the National Commission for funding.
The
application may be part of a single grant request under the
National and Community Service Act of 1990. The states must pay
$2,500 for full-time and $1,000 for part-time participants, an
amount which will be matched by the National Commission.
In FY
1991, only eight states will be eligible to receive funding for
demonstration projects.
Program.
Participants will perform services that meet either
educational, human, environmental, or public safety needs,
especially those related to poverty. States may limit the type of
service to a particular category of need, consistent with state
priorities. There are three options for state programs, which may
be administered through grants or contracts to public or private
nonprofit organizations (at least two of the states receiving
funding must include all three types of programs):

1

Full-time. Participants perform community service for either
one or two years, serving not less than 40 hours per week.
They must have a high school diploma or agree to achieve the
equivalent during the service period.
They will receive a
living wage stipend and a post-service benefit of $5,000 per
year of service, with half paid by the Commission and half by
the state. The benefit must be used to pay for student loans,
education, or training.

1

Part-time.
Participants perform community service for not
less than three years, serving two weekends each month and two
weeks during the year.
Priority is given to applicants who
are currently employed. A post-service benefit of $2,000 is
paid annually, half from the Commission and half from the
state. The benefit must be used for a first home, or payment
of student loans or tuition for postsecondary education.
8

�I

Special Senior Service. Participants over 60 years of age may
in
demonstration
service
projects.
If
volunteering full-time, they are eligible for the living wage
stipend; if part-time, volunteers may receive a pro-rated
stipend.
These volunteers are not eligible for the postservice benefit.
~articipate

INNOVATIVE AND DE}10NSTRATION PROGRAMS AND PROJECTS

Intent.
This section of the legislation expands volunteer
activities beyond the school and community-based partnerships ,
full- and part-time service corps, and national demonstrati on
projects. Model programs are also created that serve Peace Srops
and VISTA volunteers, youth living in rural communities , an d
retired persons.
Funding. Congress created but did not authorize funding for t hese
special programs. I~ the event that funding becomes available , the
Commission on National Service will award the grants.

Program.
Program
legislation are:

areas

created

under

this

section

of

the

I

Governor' Innovative Service Programs. States may apply for
grants to develop demonstration projects, conduct research,
and provide technical assistance, training, and staff
development to expand service programs.

I

Peace Corps. The Commission may make grants to the
of the Peace Corps or ACTION to fund the last two
undergraduate study for fifty college students. In
for the education benefit, the students serve three
Peace Corps or VISTA volunteers.

I

Additional volunteer programs.
The Commission may provide
funding for a variety of model service programs involving
youth in rural communities, connecting foster grandparents
with Head Start programs, and developing employer-based
retiree volunteer programs.

TITLE II

director
years of
exchange
years as

MODIFICATION OF EXISTING PROGRAMS

Intent. This Title creates "Youthbuild," a program that involves
young people in the rehabilitation of housing or community
facilities.
In addition, this Title requires the federal
government to actively publicize a student loan deferment program
for college graduates involved in community service.
Funding.
In FY 1991, $1 million is authorized for the federal
ACTION agency to expand Youthbuild. There is no funding authorized
for the education campaign to promote the student loan deferment.
9

�•
Program.
Youthbuild provides disadvantaged young adults with
opportunities to meet the needs of the homeless and low-income
families while acquiring valuable job skills. Youth participants
rehabilitate housing for the homeless or community facilities that
provide health, education, and social services for low-income
people.
Participants must be between 16-24 years of age, have
dropped out of school, and have reading and mathematics skills
below the 8th grade level. Full-time participants serve between 6
and 18 months and receive a living wage stipend.
Program.
Peace Corps and VISTA volunteers are able to defer
payments or student loans while they are participating in the
service program. Although a similar provision applies to certain
college graduates working in a nonprofit organization, very few
students take advantage of the program because it is not widely
publicized. The legislation requires the Department of Education
to publicize the deferment to students and college financial aid
offices. Nonprofit organizations may receive the information by
contacting local college financial aid offices.

TITLE III POINTS OF LIGHT FOUNDATION

Intent.
the legislation fulfills the President's commitment to
expanding volunteer service activities by creating a private quasigovernmental foundation. The Points of Light Foundation will work
with the White House Office of National Service.
Funding. The FY 1991, $5 million was authorized for the Points o:
Light Foundation.
Program.
The Foundation will serve as a catalyst to expand the
public commitment to voluntarism through increased media coverage
and by connecting the private sector to specific initiatives.

10

�KEY POLICY ISSUES
There are several key policy issues t hat program spons o rs a nd
policy leaders must address
in order to de ve lo p strong
collaborative proposals. These are leaders hi p , program pri orit i es ,
and f unding . In this section, key i ssues are identified that mus t
be cons i dered in the development of serv i ce programs .
STATE LEADERSHIP
Very few states ha ve experience in supporti ng statew i de volunteer
service initiat i ves .
Less than twelve states current ly fund
service programs .
In those states where volunteer service i s a
priority , support from the governor, legislature , and top a ge ncy
officials have been key.
The involvement of communit y-base d
organizations have also been crucial.
Their participation has
allowed states to develop more comprehensive programs that resp ond
to community needs and involve large numbers of volunteers .

Role of state ~overnment . The federal legislation allows states to
submit a single application to the National Commission for fund i ng
of the school-based programs, full- and part-time service corps ,
and national demonstration projects.
If states do not submit a n
application, then the legislation allows local agencies to appl y
directly to the Commission for funding .
Since funding for the
programs is very limited, many states may not respond to th e
initiative.
State aoolication for federal funds. If they apply for the federal
funding, governors must designate the state agency or agencies
responsible for submitting the application for funds .
The
legislation allows, but does not require states to submit a
"single" state application for funding . This provision allows a
variety of state agencies to submit requests for the various
programs.
In fact, the legislation requires funding for schoolaged children to be administered by the state department of
education, but it does not require the department of education to
administer the other programs.
In Pennsylvania, where the key official responsible for volunteer
service is the secretary of labor and industry, the state program
is oriented toward a full-time youth corps . If no single agency is
designated to develop the comprehensive plan, then coordination
will be a key issue.
In developing the application, the following criteria need to be
considered in the state strategy:

11

�I

Support for a continuum of service that invites partic i pat i on
by people of all ages.

I

Recognition of the role of community-based organ i zation, as
experts in working with volunteers and providers of servi ces .

I

Integration of service as a response to critica l state a nd
community needs.

I

Involvement of young
volunteers.

people,

older Americans ,

and

act i ve

Note:
Applications for the college-based program must be ma C..e
directly to the National Commission.
Most of these applicati ons
will be made by institutions of higher education, althoug h
community-based agencies may also apply for funding.
Colle ge
programs should complement the overall strategy, resulting in a
coherent system allowing young people to volunteer at any age.
Coordination and consultation with interested parties.
The
legislation encourages states to appoint a state advisor y
committee.
If a state advisory committee is designated, the n
membership on the committee should be broad and diverse.
In
addition, strong state application will depend on the involvemen t
of all key payers in both designing the application and deliverin g
the programs.
Enhancing private ini tia ti ves.
State strategies shculd invol ve
leaders from programs funded through private initiatives.
Stat e
plans should complement these efforts by enhancing but no t
duplicating these programs.

COMMUNITY LEADERSHIP
Leadership for the creation of service program must be developed a t
the community level. The strength of the state applications for
funding will rely on the ability of communities to involve a large
number of people and organizations in the planning process, develop
a service strategy that reflects a continuum of service
opportunities for people of all ages, and maximize public and
private funds from the local, state, and national levels.
Developing local programs -- apolrinq to the state for funding .
Local communities will need to work with the state agency or
agencies responsible for submitting the application to the National
Commission for federal funds. The success of community plans will
depend on the participation of agencies which have a track record
in the development of volunteer and yo uth development programs.
The most competitive proposals will be those that demonstrate
collaboration among agencies, and those that coordinate services
and programs for children, youth, and older adults .
.12

�Coordination and consultation.
The federal legislation requires
communities to form local advisory commi~tees in order to receive
funding for the school- and community-based programs. The advisory
committee must include representatives of community-based agencies ,
those receiving service, youth serving agencies, youth, parents,
teachers, school administrators, agencies that serve older adults,
school board members, labor, and business.
The role of the
committee could be expanded to provide leadership on the
development of programs in response to the other initiatives.

PROGRAM AND FUNDING PRIORITIES
States and communities will need to identify priorit:es
programs and funding as service initiatives are developed .
federal legislation gives broad discretion to the states
identify priorities.
A key issue for states will be whether
operate programs statewide and manage the limited funds at
state level or target the funds to community-based programs.

for
The
to
to
the

Program strategies.
The federal legislation does not mandate
program priorities, however the National Commission is required to
give priority to school- and community-based programs that focus on
substance abuse or school dropout prevention.
Therefore, states
could target the federal funds toward programs that respond to
pressing state priori ties.
For example, states may view the
service initiatives as part of an effort to increase the
effectiveness of public education. Others may choose to target the
service funds toward "youth at-risk" programs that combine service
with job skill development and employment training.
Funding strategies. States and communities will receive funding
for the private initiatives directly from the sponsoring agencies.
With regard to the federal funding, the legislation does not
stipulate how funds will be spent at the local level. States may
follow a competitive bid process and conceivably could fund very
few projects; or states could decide to operate statewide programs
that don' t target the funds to the communities but respond to
statewide priorities.

13

�NATIONAL RESOURCE AND COLLABORATION ORGANIZATION
ACTION
1100 Vermont Ave. NW
Washington, DC 20525
202-634-9135
Jean Burkhardt, Consultant
709A W. 25th Street
Minneapolis, MN 55405
612-870-7338
Campus Compact
25 George St., Box 1975
Providence, RI 02912
401-863-1119
Campus Outreach Opportunity League (COOL)
386 McNeal Hall, University of Minnesota
St. Paul, MN 55108-1011
612-624-3018
The Congressional Award
6520 Georgetown Pike
McLean, VA 22101
703-761-6150
703-761-6154 (fax)
Council of Chief State School Officers
400 North Capitol NW, Suite 379
Washington, DC 20001
202-393-8159
Federal Student Aid Program
P.O. Box 84
Washington, DC 20044
1-800-333-4630
Fund for the Improvement of Postsecondary Education (FIPSE)
7th and D Street SW, Room 3100
Washington, DC 20202-5175
202-732-5750
The Independent Sector
1828 L St. NW
Washington, DC 20036
202-223-8100

14

�The Johnson Foundation Inc.
Racine, WI 53401-0547
414-681-3344
414-681-3325 (fax)
National Association of service and Conservation Corps
1001 Connecticut Ave. NW, Suite 827
Washington, DC 20036
202-331-9647
National Crime Prevention Council
1700 K St. NW, 2nd Floor
Washington, DC 20006
202-466-6272
National Governors Association
444 North Capitol St., Suite 250
Washington, DC 20001-1572
202-624-5300
National Youth Leadership Council
386 McNeal Hall
1985 Buford Ave.
St. Paul, MN 55108
612-631-3672
Office of National Service
White House
Old Executive Office Building, Room 100
Washington, DC 20500
202-456-6266
One to One Project
2550 M Street NW, Suite 500
Washington, DC 200337
202-862-0121
202-728-0935 (fax)
People for the American Way
2000 M St., NW #400
Washington, DC 20006
202-467-4999
Points of Light Foundation
736 Jackson Place NW
Washington, DC 20006
202-408-5162
The President's Volunteer Action Awards
P.O. Box 37488
Washington, DC 20013
15

�•
Public/Private Ventures
399 Market Street
Philadelphia, PA 19106-2178
215-592-9099
Seabreeze Awards
National Assembly of National Voluntary Health and Socia l Welf ar e
Organization
1319 F Street NW, Suite 601
Washington , DC 20004
202-347-2080
StarServe
701 Santa Monica Bl vd., Suite 220
Santa Monica, CA 90401
213-452-1414
United Way of America
701 North Fairfax Street
Alexandria, VA 22314
703-836-7100
Yoshiyama Award
Hitachi Foundation
1509 22nd St. NW
washington, DC 20037
202-457-0588
Youth Service America
1319 F Street NW, Suite 900
Washington, DC 20004
202-783-8855
202-347-2603 (fax)
Youth Service America
Youth Volunteer Corps of America
1080 washington
Kansas City, MO 64105-2216
816-474-5761
816-472-4207 (fax)
VOLUNTEER - The National Center
1111 North 19th St . , Suite 500
Arlington, VA 22209
703-276-0542

16

�COMMISSION OF NATIONAL AND COMMUNITY SERVICE.

P.L. 101-610 woul d
establish a Commi::&gt;sion to administer certain programs authorized by
the bill. The bill would also establish a Board of Directors . The
President would appoint, with Senate Confirmation, 21 individuals
to the Board. The Board would have to include seven individual s
nominated by the Speaker of the House and seven individuals
nominated by the Majority Leader of the Senate. Membership on the
Board would have to be balanced according to race, ethnicity, age
and gender. Not more than eleven members could belong to the same
political party.
P.L. 102-10 changes that part of P.L. 101-610 which purported t o
limit the President's authority under the appointments clause of
the Constitution by mandating Congressional participation i~ the
appointment of Commission members and prescribing the Commission 's
composition. As amended, the law provides that only the President
may make appointments to the Commission. And while no prescription
is made as to the Commission's composition, the President is
encouraged to appoint members with experience in community service
and who represent diversity in terms of experience, age, race,
ethnicity and political affiliation.
The Commission's duties would include designing and administering
the new programs under the Act, arranging for the evaluation of
these programs, and advising the President and Congress about
developments in community service.
The Board could delegate
authority to administer these programs to any agency or entity of
the Federal government. As amended by P.L. 102-10, each member of
the board shall serve for a term of three years, except that seven
of the initial members shall serve for one year and seven shall
serve for 2 years.
The President, acting through the Commission, would be authorized
to make Presidential awards to:
(1) individuals for outstanding
community service;
( 2)
outstanding service programs;
( 3)
outstanding teachers in service-learning programs.
In addition,
the President would be required, by January 1, 1992, to submit, to
specified Congressional
committees,
a
report
recommending
improvement of the administration and coordination of service
programs administered by ACTION, the Commission, and other Federal
entities.

17

�•
Sec. 437. (1) The appropriation in section 101 for administration of
the national and community service commission program in the
department of labor is based on the expectation that federal funding
will be available to finance the program for the entire fiscal year.
(2) The appropriation in section 10 1 to the national community
service commission grants shall be distributed after the department
of labor, in conjunction with the department of natural resources,
the department of education, and the department of social services,
submits an application to the United States department of
education for federal dollars authorized under the national and
community service act of 1990. Public Law 101-610, 104 Stat. 3127.
Within 30 days after submission of the application, the department
of labor shall send a copy of the application to the regulatory
subcommittees of the house and senate appropriations committees
and the house and senate fiscal agencies.

(3) Within 7 days after the department of labor receives the decision
of the United States department of education regarding the
application described in subsection (1), the department shall notify
the regulatory subcommittees of the house and senate
appropriations committees of the decision.

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                    <text>MEMORANDUM

lD:

FROM: Frank Dirk
DATE:

August 19, 1

RE:

Draft Recommendations to the Michigan youth service commission

As promised you will find a compilation of the work produced during the June youth
service conference and the subsequent planning meetings. This includes an outline of
· proposed recommendations for the state youth service plan. I have also included a copy of
the UCS survey that Geneva Williams mentioned on July 15.
I will revise this draft document based on the comments that I receive from you. A final
report will be submitted to the state youth service commission in early September to serve
as both background and base for their planning. Youth Service America will continue to
provide technical assistance to the commission through the end of the year.

The fmal report will contain more detailed recommendations than those contained in this
draft. The final recommendations will include technical reference to provisions contained
in the Act. The outline before you however reflects the basic tone and approach accepted
by a consensus of the members of the planning meetings. Please feel free to raise whatever
questions or concerns that you may have regarding the outline.
The final report will also contain extensive appendixes that include the written comments
submitted at the July 31 meeting, copies of the letters sent to the Nonprofit Forum. the
most current summary of strategies adopted by other states, and certain survey instruments.
If there is anything else that you believe should be included. please let me know.
Sixteen of the National Commission members have been confirmed by the Senate. We
anticipate that they will meet soon to discuss administrative requirements. We still expect
that FY91 funds will be carried over. We estimate that the application process should begin
well into the Fall. The extra time will help to strengthen Michigan's efforts. With a
Governor's Commission, the fine support of the First Lady, two Youth Ambassadors from
the Points of Light Foundation, and the impressive work of each of the contributors this
planning and development effort the state is well on the way to making youth service an
enduring pan of life in Michigan
We will try to get the final report to the state commission by no later than September 10.
Please tty to get your comments to me by September 4.
You can call or write to me with your comments and further suggestions at:
(202) 783-8855
Youth Service America
1319 F Street N.W.
Suite 900
Washington, D.C. 20004

�INTEREST GROUP CAUCUS DISCUSSIONS
Groups from five youth service interest areas, Community-Based Organizations, K-12,
Service and Conservation Corps, Higher Education, and Youth Involvement, met to
discuss youth service issues in their respective fields and opportunities for program
development Below is a summary their recommendations.
COMMUNITY BASED ORGANIZATIONS
The group representing Community-Based Organizations began their discussion by
identifying common goals. They were most interested with developing means for drawing
youth into their organizations. They recognized youth service as both a method of youth
development and a practical approach for recruiting youth into their organizations.
Common Goals:
•
•
•
•
•
•
•
•

Design a system that values young people as resources
Promote educational development and growth
Encourage young people to commit to community service
Involve young people in issue areas that concern them
Recognize service as pan of personal development
Identify collaboration links and program resources
Expand positive opportunities for young people
Recognize the shon- and long-term value of youth service

The group produced a ten point list for developing opponunities for youth service. The
group emphasized the imponance of training and state-wide, inter-organizational network
development They also stressed the imponance of providing meaningful opponunities for
youth to share in this process. There should be a sustained and coordinated connection
between youth service programs and broader volunteer efforts.
Points for DevelQpment:
•
•
•
•
•
•
•
•
•
•

Training programs for adults, youth, and agencies
Inter-organizational information networks
Youth Ownership
Community agency ownership
Long-tcrnl, broad-based community suppon
Instirutionalize youth service
Evalua~e individual and state-wide programs
Voluntecl' Recognition
Criteria for program development
Link youth service and other voluntary efforts

Limited training, staffing, and funding are seen as challenges to attaining these goals.
Young people must also have visible leadership roles.. The task of increasing youth
leadership opportunities in these effons without causing concern among adults in
established roles requires careful attention.

�Challenges:
•
•
•
•
•
•

Limited training resources
Limited staff
Creating youth ownership
Turf issues
Limited funding
Involving youth who are not students

K-12 EDUCATION
This group looked at ways of institutionalizing service in the schools.
Common Goals:
•
•
•

Service opportunities in every middle and high school
Service integrated into the curriculum
Service as an important consideration for college admission

Each local school program should be allowed to develop according to its owns needs.
However, all schools should participate in the public promotion of youth service,
emphasize multi-cultural programming, and establish formal evaluation processes.
Workshops and conferences should be conducted for youth and agency contacts.
Transportation assistance and liability coverage issues require further consideration.
Points for Development:
•
•
•
•
•
•
•
•

Create local ownership by principals, counselors, teachers and students
Promote model programs
Emphasize multi-cultural programs
Develop means for qualitative program evaluation
Conduct workshops for schools and agencies on collaborative youth service
program development
State conferences for young people involved in community service programs
Develop a transportation infastructure
Establish a standard policy for volunteer liability

SERVICE AND CONSERVATION CORPS
This group concentrated on new directions for corps programs. Sustained funding is a
major concern. 'The group recommended that a bipartisan swe commission on youth
service explore creative funding strategies drawing on public and private resources. Future
program viability will also depend on strong local community support, including the private
sector. Youth service needs greater recognition; a leader and spokesperson to carry the
youth service message across the state. On a more philosophical level. the definition of
youth service must be inclusive.

�Points for Development:
•
•
•
•
•
•
•
•
•
•

Joint (MCC/NBA) use and development of resources and programs
Create a state-wide youth corps advisory council
Involve educators in corps efforts
Increase leveraging of JTPA, Vocational Education, CDBG, and Vocational
Rehabilitation funds
Develop overall (MCCINBA) coordination
Identify a spokesperson for youth service
Explore the feasibility of a state-wide youth service corporation
Create a bipartisan state commission with representatives from corporations, corps,
community-based organizations, foundations, youth, labor, and state agencies
Involve the private sector in funding, personnel, training, and mentoring
Improve private sector local suppon

Additional Points:
•
•

Ensure that the definition of service includes corps programs
Explore broad collaborations based on more than those suggested in the National
and Community Service Act

HIGHER EDUCATION
Representatives from colleges and universities drew up a list of imponant points
that will advance service in their instirutions. Youth community service should be fully
integrated into all aspects of campus life. Colleges and universities should increase their
collaboration with other organizations that are involved in youth service. Special emphasis
should be made in linking campuses to the communities around them. Training workshops
and community service programs on all campuses throughout the state are also priorities.
Points for Develm&gt;ment:
•
•
•
•

•

•
•
•

Push for a Governor's comprehensive youth service plan
Promote an integrated service cmriculum
Promote service research
Promote collaborative programs with K-12, teacher training, community activities,
and youth leadership
Create new service approaches such as:
College srudent corps programs
Involving non-traditional srudents
Internships
Develop active programs on all Michigan campuses
Use college students in building other programs
Instirutionalize service learning in the university structure

YQU1H INYOL YEMENI
The youth attending the conference came up with three broad categories of interest: service
opponunities. quality and quantity of programs, and ways to instill a lifetime ethic of
service.

�Organizations should work collaborativly to establish regional and state networks and
clearinghouses to assist in spreading information. Increased youth involvement in policy
development and implementation would allow young people to feel a sense of ownership in
their programs. Greater participant diversity will improve the educational value of
programs.
Common Goals:
•

•
•
•
•

Create a state-wide Volunteer Clearinghouse Agency that would promote:
Infonnation and dissemination on youth service
Program networking
Volunteer recognition
Local and regional clearinghouses
State and community coalition building
Youth involvement in policy development and implementation
Diversity of participants

Service and Conservation Corps, school-based, mentoring, and community-based
programs should be expanded. Broader training opportunities and common quality
standards for all programs are imponant.
Points for Development:
•
•
•
•
•
•
•

Expand service and conservation corps programs
Improve school based programs:
Integrate service into the curriculum
Train school coordinators aware of service opportunities
Strengthen community-based programs
Develop collaborative models among community-based programs, service corps,
and school programs
Develop mentoring programs:
Students as mentors
Peer to peer relationships
Link service reflection to learning about relevant social issues
Broadly implement quality standards accepted by the youth service field

The development of a lifetime ethic of service is an overarching goal. The importance of
youth service, for the community and young people should be demonstrated by recognizing
achievement, forgiving and/or deferring student loans, and promoting career opponunities
in the non-profit, public service sector.

PromorinK a Lifetime Commitment:
•
•
•
•

A wards and recognition
Loan forgiveness and deferral for students involved
Evaluation and reflection which allow young people to understand the significance
of their actions
Encouragement of youth to enter careers in the non-profit and public service sector.

�COLLABORATION CAUCUS GROUP DISCUSSIONS
On the second day conference participants were divided into four inter-interest groups to
collaborativly explore future directions for youth service in Michigan. The
recommendations of the four groups shared similar themes. Therefore the summary
combines group repons into three thematic categories: diversity, youth leadership, and
educational issues.

DIVERSITY
Youth service programs should emphasize diverse participation. Diversity should reflect
gender, age, culture, race, and class. Intergenerational and mentoring programs are
important models with which to connect. The caucus groups indicated that young people,
Native Americans, youth service program operators, and people from northern
communities and Detroit should have greater representation in future youth service
activities.
Increase Participation of:
•
•
•
•
•

Youth, including at-risk
Metro Detroit
Northern Communities
Native American communities
Youth service program operators

Consider Linkin&amp;:
•
•
•
•

Intergenerational projects
Mentoring programs
Joint projects (Higher Ed. and K-12)
Collaborative community action councils

YOUTH LEADERSHIP
Community agencies must develop and display ttust in young people. Community
organizations and schools should be encouraged to take risks and try new things to involve
young people. Public relations campaigns to highlight positive contributions of youth
service can improve perceptions about the value of youth contributions to the community.
Agencies shouJd create development tracks for young people to grow into positions
responsibility. Young people should be involved in program planning. Youth should be
allowed to share in program ownership by contributing to projects from inception through
implementation. Youth involvement should not be limited to established youth leaders.
Youth service can develop new leaders among young people.
Enhancin&amp; Community A&amp;ency-youth Relations:
•
•
•
•

Give project operators and schools room to try new things
Create a broad range of opponunities for youth
Promote youth accomplishments
Establish local advisory groups to ensure projects meet local needs

�•

Develop roles for young people that allow them to grow in responsibility

Advancine Youth Leadership Opportunities:

•
•
•
•

Young people should be seen as resources
Young people need to be able to advance issues and ideas of interest to them
Development of Youth Action Councils
Establishment of regular youth conferences and workshops
Mini-grants to fund innovative ideas
Use service as an opponunity to develop new youth leaders

EDUCATIONAL ISSUES
A important goal of youth service is to teach civic responsibility. The concept of service
needs to be expanded to include various types of programs. Service must become a part of
the curriculum.
Goals:
•
•
•

Instilling civic responsibility as goal of youth service should be emphasized in all
service reflection activities
Use service to enhance the teaching of values
Expand the definition of service to allow all communities to participate

Points for DevelQpment:
•
•

Expand to view of educators to include the world outside the classroom
Integrate service into the curriculum

�COLLABORATION CAUCUS RECOMMENDATIONS

SHORT-TERM
The most important step for Michigan take at this time is the formation of an advisory
committee to determine the state's plan for applying for federal funds available through the
National and Community Service Act of 1990. The committee should decide on goals and
draft a comprehensive proposal for the federal funding. The committee should seek
reaction from various organizations and individuals before submitting the application and
continue to seek the advice and counsel of program practitioners in future initiatives.
Goals of steerin~ committee:
•
•
•
•

Review notes from conference
Draft proposal of state-wide youth service plan
Circulate proposal to various groups
Draft final plan for federal funds and long-term strategy

Conference participants expressed concern that steering committee membership should be
diverse ba~ed on age, geography, and program background. Young people should be
included An appropriate size for the group should be 15 people. The committee should be
a working committee. Lansing is an appropriate central meeting location.
Committee membership:
•
•
•
•

Should be 15
Must be include people of various backgrounds
The committee should be a working
Must be include young people

Groups and individuals should be encouraged to fonn local coalitions in their communities.
Information from the conference should be shared with non-participants.
Activities outside the Committee:
•
•
•

Formation of local coalitions
Spreading of information to conference non-participants
YSA will Disseminate follow-up materials to all participants

LONG-TERM
Although the conference participants could not anticipate the results of the federal funding
process, they began formulating long-term goals for the state's youth community service
initiative.
The steering committee should evolve into a bipartisan, state task force with responsibility
of coordinating technical support for all programs throughout the state. Assistance
necessary includes state-wide training and networking conferences for youth and agencies,

�a research group to develop new programs, legislation to limit volunteer liability, the
creation of a mini-grant program to fund innovative projects, a coordinated public relations
campaign to share success stories, and the implementation of a quality control efforts.
Diversity of programs and participants should be increased whenever possible.
Participation of young people in planning should continue.
Long-term goals:
•
•
•
•
•
•
•
•
•

Formation of a bipartisan Task Force
Conferences for youth and agency representatives to provide training and
networking
Passage of volunteer liability legislation
Creation of a mini-grant program
Beginning of public relations activities
Creation of a newsletter for agencies
Development of a quality control program for individual and state-wide programs
Diversity of opportunities-a program for everyone
Youth involvement in planning and implementation

�THE FIRST FOLLOW-UP PLANNING MEETING
July 15, 1991 at the Holiday Inn, Lansing, Michigan
Hosted by the Council of Michigan Foundations
On July 15, 199 1 the Council of Michigan Foundations hosted a day-long meeting in
Lansing for self-selected panicipants of the June 10-11 conference and additional interested
parties to continue planning for the Michigan youth service initiative. Dorothy Johnson,
the President of the Council of Michigan Foundations welcomed panicipants and called the
meeting to order. Ms. Johnson and members of her staff including Kathy Agard and
Jim McHale were joined by representatives of the meeting's co-sponsoring organizations:
Diana Algra, Executive Director of the Michigan Campus Compact; Maryellen Lewis,
Executive Director of the Michigan NonProfit Forum; Roberta Stanley, Executive Assistant
Superintendent for State and Federal Relations, Michigan Department of Education; and
Frank Dirks, Field Organizer for Youth Service America.
· The special guest for the meeting was Michelle Engler, the First Lady of Michigan. Ms.
Engler was accompanied by Stephanie Comai-Page, Social Welfare Policy Advisor from
the Governor's Office. Maura Wolfe, Youth Engaged in Service Coordinator for the
Points of Light Foundation also attended the meeting.
After Ms. Johnson's opening remarks, Ms. Engler outlined the state's response since the
June Conference.
• Governor Engler will appoint a commission on youth service.
• Michelle Engler will chair the commission.
• The commission will develop Michigan's funding application to the
National and Community Service Commission.
• Michigan's commission will focus on youth service.
• The commission will be housed, at least initially, in the Executive
Office of the Governor.
• The commission should be appointed by mid-August.
• Projections of size range from 15 to 21 commission members.
• The commission will be representative of the diversity of the state.
• The commission will have an indefinite term. It will be created by
executive order and can only be ended with an executive order.
• Initially, commission members will have staggered tenns- 1/3 for 1
year, 1/3 for 2 y~ and 1/3 for three years. Ultimately, membership
will be three years.
• Meeting participants should submit nominations for commission
members to Stephanie Comai-Page. The Governors Office has
already collecting names.
• Young people will be represented on the commission.
• Provisions are being made to staff the commission. The Governor's
Office is also seeking names for the position of Executive Director
for the commission.
• The participants of this and the June meeting will serve as an
informal advisory group for the commission.
Following Ms. Engler's comments the co-sponsors offered some remarks.

�Robena Stanley
• The State Board of Education is interested in youth service.
• The State Board is holding a conference in September on related
issues.
• Michigan's congressional delegation is imponant to the future
of federal funding suppon for and implementation of this initiative.
The delegation in Washington needs to become aware of the state's
increasing interest in youth service.
DianaAlgra
• Service is important issue for college and university presidents in
Michigan.
• Program parmerships linking colleges and communities are will be
valuable to promote.
Maryellen Lewis
• The Forum is disseminating infonnation throughout its network.
Frank Dirks (Mr. Dirks served as facilitator for the rest of the meeting.)
• The task of this planning meeting is to begin to formulate a
series of recommendations for the state commission to consider for
the state plan. The planning tirneline will be very short.
• The appointment of the state commission advances Michigan to a
strong position among the states developing youth service plans.
• The White House is supposed to submit National Commission
nominees to the Senate for confirmation before the August recess.
• State applications could be due as early as early October.
• YSA anticipates a carry-over ofFY '91 funds that have not been
spent
• The federal legislation provides the context for this discussion but
should not be a limiting factor. The development of a statewide
youth service plan is the right thing to do whether or not there is
federal funding.
• The National Commission will have 21 mem~rs serving 3 year
terms. Initially. tenns will be staggered. The Secretaries of
Education, Health and Human Services. Labor, and Agriculture, and
the Director of AcnON will serve as ex-officio members.
• This group should continue to advise the new state commission and
serve as a broader pool of program technical resources.
The group reviewed and discussed the funded titles in the National and Community Service
Act and the status of other state development efforts. Infonnation related to this review is
reflected in the appendix.

�The group reviewed the basic themes drawn from the June conference.
•
•
•
•

Promote collaboration.
Build program capacity.
Ensure program sustainability beyond suppon through the Act.
Draw on the strength and experience of existing programs and
organizations.
• Consider new and alternative program and organizational approaches
and arrangements.
• Promote program and participant diversity.
The group then reviewed issues of particular interest to the National Conunission that
should be addressed in a state application.
• The plan should be comprehensive.
• The plan should promote and suppon program and organizational
collaboration.
• The plan should be sustainable.
• Funding drawn from the Act must supplement not supplant current .
state funding for programs targeted in the plan.
The group recessed for lunch. The luncheon speaker was Maura Wolfe, of the Point of
Light Foundation. She provided an overview of the Foundation's activities and introduced
the Youth Ambassador program.
The Points of Light Foundation efforts to promote and encourage volunteerism across the
generations include:
• National advertising campaigns.
• Coordinating and mobilizing existing resources including corporate
leaders to promote volunteerism.
• Identifying effective programs disseminating information about
them.
One of the administrative divisions at the Foundation is called Youth Engaged in Service
(YES). YES is about to launch a major new program to promote youth service, the YES
Youth Ambassadors. The program will be piloted for one year in three states beginning in
September 1991. Michigan is being considered as one of the three states. Below is a
summary of the program.

• 1be goals are to connect people, build coalitions, and share
informacion at state, regional and national levels.
• Two young people will be serve as full-time state liaison/organizers
for the Foundation.
• They will be assigned to work for a lead state agency/organization,
such as the Governor's new commission.
• They will host a minimum of two Points of Light Action Forums to
inform state groups about youth service.
• They will actively work to involve youth in service.
• They will help to organize a data bank of services and resources.
• They will be trained by Points of Light in Washington.
• They need to be on the job by September.

�• They should reflect diverse youth panicipation.
• Points of Light is looking at Michigan as a model of state
development
• The state organization/agency to which the ambassadors are assigned
must:
-Provide them with office space,
-Provide direction and guidance for works plans and activities.
-Make a one-year commionent to the program.
-Provide assistance in "opening doors ".
The group re-convened after lunch to continue discussion of considerations imponant to a
state plan. These considerations can be broken into four broad categories- the process for
and structure of the youth service initiative in Michigan; youth empowerment through
program and process design; education and training for program practitioners and
policymakers; and best approaches for program design. A summary of issues raised and
recommendations made in each of these categories follows.
·

PROCESS/STRUCTURE
Can the state commission members represent organizations that will want to be funding
recipients? How will this potential question of conflict of interest be handled?
Ensure that the state process encourages local groups to build coalitions in order to pursue
funding through local initiatives.
The term "community service" carries connotation of alternative service for adjudicated
violators of law. The language needs to be clarified.
Emphasize family involvement .. many students need family members to provide
transportation... youth service can be a way of involving families in volunteerism.
Ensure that the efforts developed through the initiative creates a "seamless" state youth
service structure.
Local neighborhood service activities are preferred among young people because of
transponarion concerns, time barriers, and the reward that comes from seeing the result of
efforts in your own neighborhood.
Programs and projects should come from the community rather than being imposed from
the top. Longevity is dependent upon this ownership.
Labor union involvement is imponant Youth service must not be seen as a way of
supplanting jobs.
Representatives of organized labor need to be a part of the process.
What is the goal of the Act- youth development or community development?
The federal support should be used to jump-start sustainable programs/projects.
Include Michigan's many resources for long-term planning and support. Don't just rely on
the federal money.

�Develop incentives and rewards for local collaboration.
Volunteer Action Centers can play important roles by serving as information
clearinghouses, providing student mini-grant, and coordinating new project development.
Funding must flow directly to local levels.
Require collaboration in mini-grant requests at the local level.
Consider developing a competitive grant process.
Guidelines need to be shared on principles of good practice with the service organizations.
Make volunteerism more accessible for "at risk" youth and families.
Set up mechanisms for local communities to solve problems on their own.
Ensure that people from the grass-roots can contribute to the planning process. Ensure that
students, teachers, and agencies can contribute.
Create a state service and conservation corps advisory committee.
Creatively use and involve the 4-H and community college systems.
Look at the strengths and weakness of the Minnesota model.
Learn what happened with the state volunteer clearinghouse under Gov. Miliken.
Develop a centralized data system with direct local access and satellite local data systems.
Create incentives that emphasize the value and importance of service and volunteerism
Teach volunteers to develop a volunteer portfolio of experiences.
Include corporations as a strategy for long term planning.
K-12/corps/service relationships.

YOUTH EMPOWERMENT
Use the resources of groups like those represented in this room to survey young people
across the state on how grant request should be structured and use those responses in the
application.
Establish local community panels that include youth to assess local projects and service
opportunities.
Train organizations in the development and implementation of volunteer programs to make
them "volunteer friendly". Need to be "youth friendly".
Involve Youth at-risk

�•

Impvrtant to allow youth to participate in problem and solution identification. The youth
perspective important.

EDUCATION/TRAINING
Special efforts must be made with MEA and other unions to assure that the schools are
welcoming to youth volunteers, youth service curriculums and education. Be sure to
recognize and answer concerns about job potenital displacement.
Education and training should be a theme including opportunities for youth reflection and
civic responsibility. Youth volunteer jobs should have an educational component.
Make sure we have peer-tutoring/counseling links
For practitioners at the state level we need:
-training for management of volunteers
-educators
-program operators
Intermediate school districts could be an excellent source for teacher training/service
learning curriculum
Higher education mini-grants for:
Service/Learning curriculum
Teacher Training
May need some training re:
-process for applying for funds
-regional team training
-volunteer program steps- "how tos"
-applying for money
Technical assistance/experts
Mentoring/parmerships

PROGRAM DESIGN
The quality of experience is important
-Students should not be used for meaningless work
-Jobs should have learning potential
-reflection/potential component should be included
-evaluation must be built into process
-provision of a variety of experiences
-clearinghouse for volunteers
-youth empowerment and involvement important
Neighborhood efforts/local- "hard services" need to see the product
Over arching issues:
-K-12 training
-remember 5-6 million dollars available

�-inter-c~ganizational

youth collaboration

At the state level the following could be possible:
-clearinghouse of collaborative projects
-training of community educators and agencies
-linking community projects with schools (corps/schools connected)
-model job descriptions
record keeping/evaluation of programs
Need for intergenerational programming
Incentives:
-Scholarships
-Work
The group was left with the following tasks for the next meeting.
•
•
•
•

Review the draft repon from June 10 and 11.
Review minutes of July 15.
Review the Act summary.
Come to the next meeting prepared to answer the following
questions:
- What principles should guide the state commission's
planning?
- What should be the measurable outcomes?
- What should be the organizational structu:re of the state
commission?
- What resources could your organization contribute to
the initiative?

�THE SECOND FOLLOW-UP PLANNING MEETING
July 31, 1991 at the Kellogg Center, East Lansing, Michigan
Hosted by the Michigan Nonprofit Forum
On the afternoon of July 31, 1991, Maryellen Lewis of the Michigan Nonprofit Forum
hosted a second planning meeting at the Kellogg Center on the campus of Michigan State
University. Ms. Lewis was joined by representatives of the meeting's co-sponsoring
organizations: Kathy Agard, Program Director for the Council of Michigan Foundations;
Diana Algra, Executive Director of the Michigan Campus Compact; Robena Stanley,
Executive Assistant Superintendent for State and Federal Relations, Michigan Depamnent
of Education; and Frank Dirks, Field Organizer for Youth Service America. Stephanie
Comai-Page, representing the Governor's Office was also in attendance.
Participants had been asked in a memo sent to them prior to the meeting to record their
responses to the questions posed at the end of the July, 15 meeting. The following in a
summary of the questions and the written answers that were submitted.
What are principles you believe should guide the Governor's Commission to create a youth
service plan for Michigan?
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•

•
•

Build upon success while encouraging innovation.
Consider the benefits for participants and the state.
Quality is more important than quantity.
Include all sectors in planning and programming.
Involve young people in planning.
Ensure that youth are members of the commission.
Encourageinnovation.
Consider a variety of programs from a variety of areas.
Ensure geographic representation.
Link to existing business and education partnerships.
Give special attention to urban areas.
Ensure local community suppon and ownership.
Promote outcome driven efforts.
Maintain realistic expectations of financial and human requirements and
availability.
Address real community needs.
Institutionalize new programs and expand established programs.
Ensure that youth service experiences are meaningful for youth.
Give priority to actual projects over clearinghouse models.
Collaboration must be defined as involving community residents,
not just community agencies.
Maintain consistent and broadly disseminated standards for program
practice.
Involve youth in community partnerships.

What are measurable outcomes that should be specified for a successful local collaboration
for youth community service under the Michigan youth service plan?
•
•
•
•
•

Project progress.
Impact on participants.
Value of work accomplished.
Number of persons effectively served.
Program efficiency.

�•
•
•
•
•
•
•

Long term effect.
Diversity of participants and agencies, and services provided.
Leadership roles taken by youth.
Extent of business partnerships.
Retention of youth in programs.
Sustainability of programs.
Level of youth involvement in program planning and decisionmaking
• The scructure, intent, and practice of youth advisory councils.
• The level and quality of local community agency support.
What should be the commission's development plan and the process for fund distribution?
• Grant applications should demonstrate- the buy-in of local partners,
youth involvement in planning process, and should include
expected outcomes, an operating plan, and a monitoring system.
The grant review process should be inclusive and measure against the
items above.
• Use funding to support the formation of a program development
infrastructure. Match existing resources. Local programs should be
responsible for sustainability.
• Support regional clearinghouses that promote the development of
local coalitions and provide technical assistance and support that:
- trains youth for service opportunities.
- trains agencies to provide quality service experiences.
- trains coalitions to raise funds to become self-supporting.
• Utilize existing networks. Do not create a new bureaucracy.
• The Governor's Commission should determine the criteria for grant
proposals and selection. The Governor Romney, Janet Blanchard,
Michelle Engler co-chaired Coordinating Committee on
Voluntarism should have an equal role in selecting local grantees.
Local grantees should demonstrate the implementation of a local
inter-agency committee on youth initiatives and the role of young
people in the design and implementation of~ local program.
What are resowces your organization or network will contribute towards the success of the
Michigan youth service plan?

Staff Expertise in:
Program development
Statewide program implementation and operation
Administration
Sub-granting
Experience with past and present highly successful programs
Information dissemination
Access to student volunteers
Limited Staff Support
Expertise on and access to resource materials

�Information on colb.~ration models
Video tape and handbook/guide may be reproduced and distributed
Programmatic statistics and information may be shared
Grantsmanship expenise
Technical assistance to communities wishing to develop youth action
councils
Identification of local individuals and organizations
The above questions served to frame the group discussion. Frank Dirks, of Youth Service
America served as facilitator. Listed below is a summary of the points raised during the
discussion.

GUIDING PRINCIPLES
Use existing systems, build on strength while encouraging innovation.
Involve youth at all levels.
Respond flexibility to local circumstances.
Involve local coalitions.
Applications should be judged on a point system where points are earned for each type of
collaboration
Youth
Educators
Business and private industry councils
Seniors
Handicapped
Churches
Collaboration requires community residents not just community agencies.
Expand from existing programs.
Outcomes should be based on community needs assessment
Broadly target "at risk" youth by giving additional points to those proposals.
Involve those served in the planning and evaluation process.
Make the process easy to understand and accessible.
Make it easy for youth inpul
Ensure that suppon is not exclusively directed toward strong and well established
programs. Mixture merit and potential.
Suppon sustainable programs.
Maintain a long-range plan.
Emphasize quality over quantity.

�OUTCOMES
There is very little research on the effect of service on youth development. Building a
research base for youth service should be integrated into the plan. Research will help
advance the initiative and guide new program development.
Head Start research has influenced policy development.
A sampling of suggested measures:
Continued volunteer service.
Service impact on the community.
Attitude changes among youth servers and community members.
Leadership roles taken by youth servers.
Level of community agency involvement
Measures must look at the effect on servers and the community served.
Use research to educate funding sources and win their support
Consider a "human service unit"
served.

formul~

for instance, how many older Americans are

Consider measures for the type of service provided.
Enlist an independent evaluator to assess state-wide initiative. Establish an easy, yet
uniform, reporting mechanism in order to build a comprehensive database. Link this to the
independent evaluator.
Include service benefits for youth: employability, group process skills, education goals.
Link to national education goals.
Research should not drive projects.
Overall outcomes: community awareness, willingness to continue project, increased local
funds for youth service programs.
·

RESOURCES TO BE SHARED
Council of Michigan Foundations - Community and funding resource information and
training.
Department of Education - Information on successful school-based programs •
Michigan Campus Compact - Information on successful college programs, experience in
making service mini-grants.
Detroit Compact - Training.

�4H staff- Community program collabon1tors, extensive network resources, technical
assistance, and training.
Bloomfield Hills School District- Program development experience in school-based
programs.
Catholic Youth Organization in Detroit - Information on "Youth on Board" program and
information on leadership development.
Volunteer Center Network- Assistance in volunteer management, convening local
networks.
Neighborhood Builders Alliance - Assistance in program organization, local grant-making
procedures, and project evaluation.
Michigan State University Service Learning Center- Materials on program operation, and
evaluation support and guidance.
United Community Services- Training, volunteer management database, and training for
community assessment and planning.
Nonprofit Forum - Promotion in connection with the Michigan Association of
Broadcasters, linkage to Year of Volunteers in 1992, and will dedicate newsletter to youth
·
service in Michigan.
Michigan United Way- Training and local fundraising support.
Campus Outreach Opportunity League- Support in organizing college student coalitions to
promote service.
Michigan Association of Secondary School Principals - Information dissemination, and
support in recruiting speakers and advocates.
Children's Charter- Information on youth involvement on boards.
Urban League Network- Infonnation, referral, facilities, recruitment, and advocacy.

ELEMENTS FOR A STATE PLAN
Use the grant-making research and experience of Department of Education mini-grant
programs.
Use the experience of the Michigan Campus Compact venture grant program and explore
linkages.
Make application process easy so a group of students could apply (through a fiscal agent).
Establish different categories for grants. Some grants should be large enough to provide
significant support. Do not allow a term like "mini-grants" to define the program. Some
grants should not be mini.
Support noc only sustainable programs but also specific projects that may have a limited
duration.

�Consider funding networks to support program development
Look at how local projects fits into larger strategic plan-- they relate to the long-term
goals of the initiative.
Involve youth in aJI elements of the initiative.

PARTICIPANTS

July 31. 1991

Donna Clarke
Michelle Strasz
C.J. Howell
Paulette Ethier
Les Schrich
Darryl White
Neil Davis
Dana Cole
Mary Cady
Kate Stuttnaner
Beth Gibbs
Jim Vollman
Jim McHale
Ross Dodge

Michigan Non-profit Forum
Children's Charter
Youth Advisory Council
United Community Services
4H Youth Program
Volunteer Centers of MI
Battle Creek Area Urban League
Governor's Office
MI Association of Volunteer Administrators
Catholic Youth Organization (Detroit)
Bloomfield Hills Public Schools
Detroit Compact
Council of MI Foundations
MI Dept of Natural Resources/MI Civilian
Conservation Corps
MI Campus Compact
Urban League of Aint
ACTION
Aint Youth Service Corps/Urban LEague
United Way, Grand Rapids .
Grand Rapids Public Schools
Ml ASIOCition of Seconct.y School Principals
Ml Auociation of Na.Publ.ic Schools
Uniaed W"'J of Ml
Greaw Kalamazoo United Way
MSU Service Learning Center
MSUACilON
MI Dept of Education .
MI Labor Dept
Neighborhood Builders Alliance
Muskegon County DET
Council of MI Foundations
Governor's Office

DianaAlgra
Harold W. Jones
Stanley Stewart
Jacquline Tortr
Alida Zeilstra
Fritz Crabb
Jack Bittle
Billie Kops Wi11'11Jla'
Gene Keilitz
Brenda Hint
Mary Edens
Darin Day
Robena Stanley
Deborah Grether
Rick Balllld
Glen Jenkins
Kathy Alpnt
Stephanie Cornai-Page

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                    <text>Michigan Community Service Commission
Thursday, October 31, 1991
Olds Plaza, 2nd Floor
Lansing, Michigan
10:00 a.m. - 2:00 p.m.
MINUTES

MEMBERS PRESENT: Michelle Engler, Chair
Dr. Mary Ellen Brandell
DarinA Day
Dr. John DiBiaggio
Hemy C. Gaines
Paul Hubbard
Dorothy Johnson
Terry Langston
Lisa Ilitch Murray
Vernie Nethercut
Dr. Joel Orosz
Eugene Proctor
Terry Pruitt, Jr.
Judith Reyes
Judith Riedlinger
Geneva Jones Williams
Diana R Algra
MEMBERS ABSENT:

James Kalil
Dr. William S. Stavropoulos

OTIIERS:

Jocelyn Vanda, Dept. of Social Services
Stacie Smith, Executive Assistant to the First Lady
Trabian Shorters, YES Ambassador
Cynthia Scherer, YES Ambassador
Paulette Ethier, Senior Mgr. Public Relations , U.C.S.
Judith Keely, Dept. of Labor
Stephanie Comai-Paige, Governor's Office

1.

Openin~

Address

Governor John Engler made a brief welcoming address to the
Commission members. He expressed his strong support of this
initiative and wished the Commission well in its upcoming work.
He stressed that coordination of services on a statewide basis
was very-important to him and that he would look to the
Commission for suggestions on how this could be accomplished.

�2.

Call to Order
The meeting was called to order by Chairperson Michelle
Engler. Mrs. Engler provided the members with a brief history
of how we came to establish a commission on community
Service.
The initial thrust came from the signing of the National Community
Service Legislation by the President. Once that took place, Youth
Service America (YSA) approached a number of key organizations in
Michigan to suggest the formation of a statewide coalitions to prepare
the ground work for the development of a statewide plan. Thereafter,
three meetings were held in the summer of 1991 where
representatives of K-12, Higher Education, Community Based
Organizations and Youth Corps and youth came together to begin
dialogue of youth service programs across Michigan.
By the time of the second meeting in July 199 1, the Governor
was committed to the formation of a statewide commission on
Community Service. This commission would be designated the
lead agency in coordinating the effort to develop a statewide
youth service policy.
The summer meetings also produced preliminary
recommendations for the Commission to consider in developing
a statewide youth service plan. These can be found in your
notebook.
Mr. Frank Dirks of Youth Service America will be joining us at
our November 22, 1991 meeting to review this with us in more
depth.

3.

Introduction of Commissioners
The Chairperson, Mrs. Engler requested that each member of
the Commission do a self-introduction. Each member
introduced him or herself and shared some personal background
on themselves and their interest in the field of service.

4.

Briefin~

on the National

Le~islation

The Chairperson also informed the Commission that four major
departments will serve as government liaisons to the
Commission. These are Department of Education (DOE),
Department of Labor (DOL), Department of Social Services
(DSS), and the Department of Management &amp; Budget, Office of
the Services to the Aging (DMB I OSA).

2

�Each representative of these departments will attend the
Commission meetings, and serve as resources to the
Commission as the need arises.
Diana Algra then provided the Commission with a general
overview of the National Legislation. Noting that until
regulations are finally out, some changes could still occur.
The National and Community Service Act of 1990 is divided into
the following titles:
TITLE I

THE NATIONAL AND COMMUNITY SERVICE STATE
GRANT PROGRAM

•

SubtitleA

States apply to the Commission on National and Community
Service to fund one or some combination of the following
program options in one consolidated application. Local
applicants must seek funding from the state. If a state does not
apply, local applicants may apply directly to the Commission for
funding.
•

Subtitle B: School-Aged Service

(a)

Part I- School and Communities -Based
Programs for Students and Out of School YouthPrograms and activities that might be funded
under this section are:
1.

State planning and capacity building.

2.

School based service learning.

3.

Community service programs targeted to out-ofschool youth.

4.

School-based adult volunteer and partnership
programs.
Funding Level- 1992 is at $16.8 million.

(b)

Part II - Higher Education Innovative Projects for
Community Service. Programs and activities that might be
funded under this section are:

3

�1.

Community service projects designed by college
students.

2.

Service integrated into the college curriculum.

3.

Training for teachers and other community leaders
on how to design and implement service program.
Funding Level- 1992 is at $5.6 million.

•

Subtitle C: Full-time and Summer Youth Service and
Conservation Corps.
Such programs offer full-time productive work with visible
community benefits in a natural resource or human service
setting and give participants a mix of work experience, basic and
life skills, education, training and support service.
Funding Level - 1991 is at $22.5 million.

•

Subtitle D: National and Community Service Full/Part-time
Programs.
These are to be civilian service programs that can address
unmet educational, human service, environmental service, or
public safety needs in a community.
Funding Level- 1992 is at $22.5 million.

•

Subtitle E: Innovative and Demonstration Programs and
Projects.
Part I - Limitation on Grants: the Commission shall make grants
for not fewer than three programs authorized in this subtitle.
Programs under this section can cover the following:
Part II - Governor Innovative Service Program:
E.g. conduct research, provide technical assistance training and
staff development to expand service programs.

4

�Part III - Peace Corps/VISTA Demonstration Program
Commission can and may provide grants to PEACE CORPS or
ACTION to fund 2 years of undergraduate study for 50 college
students. They must, however, serve 3 years as a PEACE CORPS
or VISTA volunteer.
Part IV- Other Volunteer Programs:
1.

Rural Youth Service Demonstration Project.

2.

Foster Grandparents in Head Start programs.

3.

Employer-based retiree volunteer programs.

Funding Level - 1992 has not been determined at the present
time.
At our next meeting we also hope to have a representative of the
Govemor's Washington office attend our meeting and assist us in
a more in-depth review of the legislation.
5.

Update on the National Commission and Federal Grant Time Line.
The Chairperson outlined for the Commission the following tentative
time lines regarding the funding.
•

Mid-November 1991 -Preliminary regulations out with a 30-45
day comment period.

•

January 1, 1992 -Final guidelines for states to begin their
process.

•

Mid-January 1992 -State must declare its intent to seek funds.

•

Mid-March 1992 -Deadline for state application to National
Commission.

•

May 1, 1992- Awards announced.

Again, these are tentative.

The Chairperson did encourage all the members of the Commission to
take the opportunity to comment on the regulations once they were
available.

5

�Commissioner Williams requested that copies of the regulations be
made available to all the members and also encouraged some guidance
from staff with regard to issues that could be addressed or raised, in
order that the Commission would comment with a united voice.
Commissioner Orosz was in agreement with the above request.
Trabian Shorters suggested that the review of concerns with specific
guidelines would be an agenda item for the next Commission meeting.
6.

Review of Commissioner Briefing Notebooks
The Executive Director walked the Commissioners through the various
sections of their briefmg notebooks.

7.

Discussion of Goals and ObJectives of the Commission.
Chairperson Engler emphasized that we would not deal in-depth with
development of goals at this meeting. However, by the next meeting
the staff would draft proposed goals and objectives for the Commission
to look at and use as a basis for the development of our goals and
objectives.
Commissioner Orosz addressed the concern of how to convey the
message that the Commission is not interested in replacing or taking
over those programs already in existence and doing excellent work.
Diana Algra responded by saying that all of the participants in our
summer meeting would be informed of the creation of the Commission
and its members, and that the Commission would help to strengthen
the work already being done by many of the participants.
Chairperson Engler discussed meeting dates, times of the meeting
and the issue of having alternate representatives and proxies. After
much discussion, it was decided that the Commission staff will
prepare draft operating procedures for the Commission which will
outline issues of quorum, meeting dates and absentees. A motion was
made that the Commission wait until the next meeting to approve
procedures. All Commissioners approved the meeting dates except
for the April, 1992 date. All Commission meetings will be held in the
mornings beginning in January 1992. The motion was seconded by
Paul Hubbard and passed unanimously.

6

�The chairperson mentioned that the Commission would appreciate
having Commission members offer to host Commission meetings at a
location other than the Olds Plaza building in Lansing. At that point,
Usa Ilitch Murray offered to host a meeting at the Fox Theater, Dr.
Orosz at the Kellogg Foundation and Dr. DiBiaggio at either MSU
Kellogg Center or the Troy Management Center.
Discussion then turned to proposed working subcommittees for the
Commission.
Chairperson Engler suggested the following ones for consideration:
1.

2.
3.
4.

Community Partnership
Corporate Involvement
Philanthropic Involvement
Outreach Network

The Commission members felt it might be premature to establish any
subcommittees at the current time.
Commissioner DiBiaggio suggested that we wait until our state plan is
developed and then consider what needs we have before we develop
subcommittees.
All present agreed.
8.

Introduction of Youth Engaged in Service Ambassadors. Cynthia
Scherer and Trabian Shorters.
The Ambassadors introduced themselves and outlined their goals and
objectives. Trabian then introduced Mr. Chuck Supple from the Points
of Light Foundation. Mr. Supple talked about the Youth Engaged in
Services Program and the YES Ambassadors in Michigan. Mr. Supple
outlined that the Points of Light Foundation's mission is to help make
direct and consequential community service aimed at serious social
problems central to the life of every American and to increase the
opportunities people have for that kind of service through their
workplaces, schools, houses of worship and civic organizations. The
foundation also serves as a catalyst in the creation of new voluntary
service initiatives. He also stated that the Ambassador Program is a
pilot program and that the youth ambassadors are a resource to their
host organization (Michigan Community Service Commission) and
should be called upon to assist the Commission in its initiatives.

7

�9.

Next

Meetln~

The Chairperson adjourned the meeting at 2:00p.m.
It was announced that the next meeting would be held

November 22, 1991 from 1:00- 4:00p.m in the Olds Plaza
Building in the Governor's Cabinet Room. An agenda and other
meeting details will follow.
A motion was made, seconded and approved to adjourn the
meeting at 2:00 p.m.

8

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              <elementText elementTextId="643035">
                <text>&lt;a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515"&gt;Our State of Generosity collection, JCPA-04&lt;/a&gt;</text>
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                    <text>1.

October 31, 1991 - held (Lansing)

2.

November 22, 1991- held (Lansing)

3.

January 31, 1992- held (UCS of Metro Detroit)

4.

February 28, 1992 - held (MSU)

5.

March 27, 1992- held (New Detroit)

6.

May 22, 1992- held (CMU)

7.

June 26, 1992- cancelled

8.

July 24, 1992- held (Tippy Dam Camp)

9.

August 28 , 1992- cancelled

10.

September 25, 1992- held (Battle Creek)

11.

October 23, 1992 -held (Lansing)

12.

November 1992 -Retreat in Albion

13.

January 22, 1993- held (Midland)

14.

April 23, 1993- held (Lansing)

15.

July 23, 1993- held (Madonna University)

16.

October 22, 1993 changed to October 29, 1993 - held (Alpena)

17.

January 27, 1994 changed to March 23, 1994- held (Lansing)

18.

May 20, 1994- held (Flint)

19.

September 23, 1994- held (Grand Rapids)

20.

December 2, 1994- held (Detroit)

21.

February 24, 1995

22.

May 19, 1995

23.

August 25, 1995

24.

December 1, 1995

�</text>
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                    <text>t'

-' .

STATE OF /v/ICHIGA LV
JOHN ENGLER
GOVERNOR

EXECUTIVE ORDER
No. 1991·25
MICHIGAN COMMUNITY SERVICE COMMISSION

WHEREAS, this administration is committed to encourag in g a ll citizens,
organizations and institutions in Michigan to help in solving our most critical problems
by volunteering their time, effort, energy and service; and
WHEREAS, the increasing demands for services and limited financial resou rcas
of the State have contributed to the need to call upon the energy, compassion,
inventiveness and the entrepreneurial spirit of all citizens to help solve many of the
problems facing their communities; and
WHEREAS, it is the desire of this administration to discover and to encourag e
new community service leaders, to promote individuals, organizations and institution s
that serve as outstanding examples of a commitment to serving others, and to
convince all Michigan citizens that a successful life includes serving others; and
WHEREAS, significant issues facing the State can be addressed by the
collaborative efforts of committed citizens volunteering their time and talents, volunteer
centers, community organizations, business and labor groups and a host of other
community and State agencies; and
WHEREAS, the establishment of a commission would promote voluntee ris m
through a ~h~lping hands effort" in which the Governor and the First Lady of Michigan
lend their personal support to volunteer organizations and local communities that
identify cultural, educational and social programs in need of assistance or funding, as
committed by the Governor in his State of the State message; and
WHEREAS, Public Law 101-610, the National and Community Service Act of
1990, was enacted to promote an ethic of civic responsibility to enable all Americans,
and particularly young Americans, to make a substantiaJ commitment to service
resulting in an unprecedented level of citizen participation; and
WHEREAS, it is the intent of the federal National and Community Service Act to
build upon the existing organizationaJ framework of federal, state and local agenci es

by Increasing cooperation and expanding full-time and part·time service opportunities
for aJI citizens; and
WHEREAS, the Act establishes a system of federal grant programs for:
(1) Students and Out-of-School Youth to Serve America;
(2) Higher Education Innovative Projects for Community Service;
(3) An American Conservation and Youth Corps;
(4) NationaJ and Community Service; and
(5) Innovative and Demonstration Programs and Projects; and
WHEREAS, the goals of this administration and of the National Act are
facilitated by creation of an organization within the State of Michigan designed to
promote these objectives and to secure available federal funds for the purposes
indicated.

�NOW, THEREFORE, I, John Engler, Governor of the State of Michigan, pursuant
to the powers vested in me by the Constitution of the State of Michigan of 1963 and th
laws of the State of Michigan, do herc;~by order the establishment of the Michigan
Community Service Commission within the Department of Labor.
The Commission is charged with the following responsibilities:
(1) Develop a coordinated, unified state plan in response to
the National and Community Service Act of 1990;
(2) Establish policies and procedures for the use of federal
funds;
(3) Develop initiatives to promote community service in
coordination with existing programs.
The Commission shall be composed of 21 members who shall be appointed by
the Governor, who shall designate the Chairperson of the Commission. The term of
appointment shall be 3 years, except that of those initially appointed, 7 members shall
be appointed to terms expiring on October 1, 1992; 7 members to terms expiring on
October 1, 1993; and 7 members to terms expiring on October 1, 1994.
The Commission shall function indefinitely and shall provide the Governor with
an annual report which describes its activities during the preceding year. Annual
reports shall be submitted not later than 60 days after the close of each fiscal year.
The Commission shall have an executive director and such additional staff as
may be required to carry out its mandate. The executive director of the Commission
shall report directly to the Governor and to the Commission for the purpose of giving
advice and making recommendations on programs and laws related to volunteerism
and community service.
All state departments and agencies shall cooperate with the Commission in the
performance of its responsibilities. The Commission may request, and state agencies
and departments shall provide, such policy and technical information as is required by
the Commission in the discharge of its responsibilities.

":. ~ . ..

·_

/

·, ' ' ;

,,

.......

.

-

t .

'.

BY THE GOVERNOR:

~~~
SECRETARY OF STATE

Given under my hand and the Great Seal of
the State of Michigan this 2---1 day of
October, in the Year of our Lord, One
Thousand Nine Hundred Ninety-One, and of
the Commonwealth, One Hundred Fifty-Five.

�</text>
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                    <text>MICHIGAN COMMUNITY SERVICE
COMMISSION
CONFLICT OF INTEREST POLICY

(DRAFT)
The Michigan Community Service Commission, in recognition of potential
conflict of interest situations, adopts the following policy to guide its work:
1.

Members of the Commission are asked to declare actual or potential conflict
of interest situations at the start of each meeting where the agenda
indicates such a conflict will occur. If a conflict of interest situation
develops during Commission discussion, the commissioner with the
conflict is expected to notify the Chairperson.
Conflicts of interest include situations where a member of the Commission
serves as a Trustee, Board member, staff member, or committee member of
an entity which is requesting approval of a grant from the Michigan
Community Service Commission. Or any other relationship which the
Commissioner, in his/her own discretion deems a conflict of interest.

2.

Any members of the Commission with a conflict will be called on by the
Chairperson to discuss details and share any information about the
proposed grant at the time of the individual grant request discussion. The
Commission member will then be excused by the Chairperson while other
members of the Commission discuss the application and vote its acceptance
or denial. Following action on the grant request, the Commissioner may
return to the Commission work.

3.

Michigan Community Service Commission members who are unsure
about a conflict of interest situation should discuss their concerns with the
Chairperson prior to the meeting where the conflict might occur.

In general, the Michigan Community Service Commission wants to err on the
side of too stringently enforcing conflict of interest policies in order to assure that
both the fact and the perception of any unethical conduct is avoided.

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                    <text>Commission on National and Community Senice
P.O Box 33119
WashingtL .1, D.C. 20033-0119

Mrs. Joyce M. Black
Executive Director
Governor's Office for
Voluntary Service
Two World Trade Center
57th Floor
New Yor~ NY 10047
(212) 417-2255
Fax: (212) 417-4709

Mrs. Frances Hesselbein
President and CEO
Peter F. Drucker Foundation for
Nonprofit Management
656 Fifth Avenue
lOth Floor
New York, NY 10103
(212) 399-1710
Fax: (212) 399-4426

Reverend William James Byron. SJ.
President
The Catholic University of America
Washington, DC 20064
(202) 319-5100
Fax: (202) 319-4441

Mr. Alan Khazei
Commission Vice Chair
Co-Founder
City Year
11 Stillings Street
Boston, MA 02210
(617) 451-0699
Fax: (617) 695-0562

Mr. Thomas Ehrlich
President
Indiana University
Bryan Ball 200
Bloomington, IN 47405
(612) 855-4613
Fax: (812)
The Honorable Daniel J. Evans
1111 Third Avenue
Suite 3400
Seattle, WA 38101
(206) 447-4700
Fax: (206) 447-4701
Ms. Maria Hernandez Farrier
Executive Director for Special

Programs
Southwest Independent School District
11914 Dragon Lane
San Antonio, TX 78252-2647
(512) 622-9908
Fax: (512) 622-5428

Dr. Reatha Clark King
Commission Vice Chair
President and Executive Director
General Mills Foundation
Post Office Box 1113
Minneapolis, MN 55440
(612) 540-7890
Fax: (612) 540-4925
Dr. Leslie Lankowsky
President and Chief Executive
Officer
Hudson Institute
Herman Kahn Center
Post Office Box 26-919
Indianapolis, IN 46226
(317) 545-1000
Fax: (317) 545-9639

�Mr. Jack A MacAllister
Chairman of the Board
U.S. West, Inc.
9785 Maroon Circle
Suite 332
Englewood, CO 80112
(303) 649-4346
Fax: (303) 649-4526

The Honorable Paul N. McCloskey
Commission Chair
3000 Sand Hill Road
Building One, Suite 170
Menlo Park. CA 94025
(415) 854-7770
Fax: (415) 854- ; ;87
Mr. Wayne W. Meisel
Executive Director
The Corelia and Bertram
Bonner Foundation
22 Chambers Street
Post Office Box 712
Princeton, NJ 08542
(609) 924-6663
Fax: (609) 683-4626
Mr. Richard Frederick Phelps
122 Peashway
South Bend, IN 46617
(219) 232-6486
Fax: (219) 239-8231
The Honorable George Romney
1840 East Valley Road
Bloomfield Hills, MI 48013
(313) 642-5011
Fax: (313) 642-4418

Mrs. Patricia Rouse
Co-Founder
The Enterprise Foundation
500 American City Building
Columbia, Maryland 21044
(301) 964-1230
Fax: (301) 964-1918
Ms. Shirley Sagawa
Commission Vice Chair
Senior Counsel
National Women's Law Center
1616 P Street, NW
Washington, DC 20036
(202) 328-5160
Fax: (202) 328-5137
The Reverend Johnnie Smith
2510 Wave Hampton Blvd.
Suite 8
Greenville, SC 29165
(803) 292-5600
Fax: (803) 268-3009
Dr. Glen W. White
Director of Training
Research and Training Center on
Independent Living
4089 Dole Building
University of Kansas
Lawrence, KS 66045
(913) 864-0590
Fax: (913) 864-5323
Mrs. Gayle Wilson
Office of the Governor
State of California
Sacramento, CA 95814
(916) 445-2841
Fax: (916) 445-4633

�,..

-··---- - - --

t

Mr. Robert L Woodson
President
National Center for Neighborhood
EnteQrise
1367 Connecticut Avenue, NW
Washington, DC 20036
(202) 331-1103
Fax: (202) 296-1541
Ms. Karen Young
National Meetings Director
Campus Outreach Opportunity League
356 McNeal Hall
1985 Buford Avenue
St. Paul, MN 55108
(612) 624-3018
Fax: (612) 625-5767 .
Catherine Milton
Commission Interim Director
cjo ACfiON
1'100 Vermont Avenue, NW
Washington, DC 20525
(202) 606-4880
Fax: (202) 606-4928

-

-

--

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                    <text>THE WHITE HOUSE

OFFICE OF NATIONAL SERVICE
BACKGROUND INFORMATION ON NOMINEES
TO THE BOARD OF DIRECTORS OF
THE COMMISSION ON NATIONAL AND COMMUNITY SERVICE
The President announced the nominees to the Board of Directors of
the Commission on National and Community Service on July 22,
1991.
The Commission's mandate is to design and administer new
programs under the National and Community Service Act of 1990, to
evaluate apd assess the programs within its jurisdiction, and to
advise the President and Congress about developments in community
service.
JOYCE M. BLACK, of New York, New York. Ms. Black ' is the
Executive Director of the Governor's Office for Voluntary Service
in New York. The first woman President of Big Brothers/Big
Sisters of America, Ms. Black has served on the boards of
numerous voluntary health and welfare organizations. Ms. Black
is the President of the National Assembly of Health and Welfare
Organizations and of the Council of Children and Families in New
York State.
Past President of the Hospital Trustees of New York
State, she holds a B.S. Degree from Skidmore College.
WILLIAM J. BYRON, of Washington, D.C.
Father Byron is the
President of The Catholic University of America. He has held
numerous directorships, trusteeships, professorships and is
widely published in many fields.
He is Director of The Sister .
Thea Bowman Black Catholic Education Foundation, Director of the
National Association of Independent Colleges and Universities,
and former Chairman of the Division III Subcommittee of the
National Collegiate Athletic Association President's Commission.
Father Byron was President of the University of Scranton from
1975-1982, and serves on the boards of many education, health and
civil organizations. He received a Ph.D. in Economics from the
University of Maryland.
THOMAS EHRLICH. of Bloomington, Indiana. Mr. Ehrlich is the
President of Indiana University.
He currently is Vice President
of and serves on the Executive Committee of Campus Compact - The
Project for Public and Community Service. He has served as
President of the Legal Services Corporation, a non-profit
organization supporting legal assistance for poor people.
Former
Dean of stanford Law School, Mr. Ehrlich graduated magna cum
laude from both Harvard University and Harvard Law School.

�QANIEL J. EVANS, of Seattle, Wash~ngton. Governor Evans is the
President of Daniel J. Evans Associates in Seattle. A former
Governor and Senator from Washington State, he has gained
nationa 1 recognition as a statesm'an.
After a distinguished
military career and 13 years as a professional engineer, Governor
Evans was elected in 1956 to the Washington state House of
Representatives. As Governor, he served three consecutive terms,
passing up a potential fourth term for the Presidency of The
Evergreen State College. He was elected to the Senate by special
election in 1983, and served until 1988. Governor Evans received
both his B.A. and Master of Science degrees in Civil Engineering
from the University of Washington.
HARIA HERNANDEZ FERRIER. of San Antonio, Texas.
Ms. Ferrier is
the Executive Director for Community Services in the Southwest
Independent School District. She is responsible for initiating
several programs including the first S.A.D.D. Chapter for
elementary students in the u.s.; "Safety Kids", a school
abduction prevention program; the award winning and model Nimitz
Community Education program for at-risk students, and is cofounder of the SWISD/Kelly AFB mentoring partnership which was
recognized as one of the President's "1000 Points of Light."
Among other awards, she has received the National Community
Education's Minority Leadership Award and the United Way's
Volunteer of the Year Award in Education. She holds a B.A. in
sp~ech and a M.Ed. in Guidance and Counseling from Our Lady of
the Lake University in San Antonio, as is presently completing
her doctorate at Texas A &amp; M University.
FRANCES HESSELBEIN, of Easton, Pennsylvania. Mrs. Hesselbein is
President and CEO of the Peter F. Drucker Foundation for
Nonprofit Management and Chairman of the Board of Governors of
the Josephson Institute for The Advancement of Ethics. She
serves on the Board of the Mutual of America Life Insurance
Company.
She was Chief Executive Officer of the Girl Scouts of
the U.S.A. from July 1976 to February 1990. Mrs. Hesselbein also
served on the Presidential Advisory Committee on the Points of
Light Initiative Foundation, and has received five Honorary
Degrees. She attended the University of Pittsburgh.
ALAN KBAZBI. of Boston, Massachusetts. Mr. Khazei is Co-Founder
and co-Director of City Year, a model national service program
that unites young adults from diverse backgrounds for a year of
full-time community service. Since its launch, City Year has
provided more than 100 community agencies with over 160,000 hours
of community service. He serves on the Board of Directors of
Share our Strength · (s.o.s.), a national hunger relief
organization, and on the board of the Massachusetts Youth Service
Alliance. Mr. Khazei graduated magna cum laude from Harvard
College in 1983 with a B.A. in Government, and received a J.D.,
cum laude, in 1987 from Harvard Law School.

�REATHA CLARK KING, of St. Paul, Minnesota. Dr. King is the
President and Executive Director of the General Mills Foundation.
She was involved in the early formation of Campus Compact, a
national organization which promotes service-learning by college
students. A former St. Paul United Way President and current
Minneapolis United Way leader, Dr. King also served 11 years as
President of Metropolitan State University. She holds a B.S. ·
degree in Chemistry and Mathematics from Clark College, a Masters
and Doctorate in Chemistry from the University of Chicago, and an
MBA from Columbia University.
LESLIE LENKOWSKY, of Indianapolis, Indiana. Dr. Lenkowsky is
President and CEO of the Hudson Institute in Indianapolis. He
previously served as President of the Institute for Educational
Affairs in Washington, D.C., Director of Research at the Smith
Richardso~ Foundation, and has authored numerous publications.
In 1985 Dr. Lenkowsky was a resident fellow of the American
Enterprise Institute, and a consultant to Senator Daniel Patrick
Moynihan. He graduated from Franklin and Marshall College and
holds a Ph.D. from Harvard University.
·
JACK A. MacALLISTER, of Englewood, Colorado. Mr. MacAllister is
the Chairman of the Board and former CEO of U.S. WEST, Inc. He
is the former President of Northwestern Bell. In the early
1980s, he was named National Minority Advocate of the Year by the
Small Business Association. Mr. MacAllister is a member of the
bciard of trustees at the University of Northern Colorado, as well
as the boards of the National Park Foundation and The st. Paul
Companies. He graduated from the University of Iowa in 1950.
PAUL N. McCLOSKEY. JB., of Menlo Park, California. Congressman
McCloskey is a Partner in the Law Offices of Paul N. McCloskey,
Jr. A former Congressman from the 12th Congressional District in
California, he served as Deputy District Attorney, Alameda
County, California, before practicing law in Palo Alto from 1955
through 1967. Congressman McCloskey's community involvement
includes service as President of the Palo Alto Fair Play Council
and on the Board of Family Services Association. He also founded
the s~anford Area Youth Plan, a college/high school counseling
program which has spread across the nation. Congressman
McCloskey has a distinguished record of military service in the
United States Marine Corps, and graduated from Stanford
University in 1950 and Stanford Law School in 1953.
WAYNE w. MEISEL. of Minneapolis, Minnesota. Mr. Meisel is
Executive Director of the Corella and Bertram F. Bonner
Foundation. Prior to his work at the Bonner Foundation, Mr.
Meisel founded Campus Outreach Opportunity League (COOL), a nonprofit organization designed to build and champion a national
youth movement based on community service. Mr. Meisel designed
and directed HAND (House and Neighborhood Development), which
facilitated and institutionalized student and campus activities
in the cambridge community. He attended the Lawrenceville
school, and is a graduate cum laude of Harvard University.

�RICHARD FREDERICK PHELPS. of South Bend, Indiana. Mr. Phelps was
the Head Basketball Coach at the University of Notre Dame from
1971 to 1990. Named Coach of the Year in 1971, 1974, and 1987,
Mr. Phelps has the most wins of ariy ba~ketball coach in Notre
Dame history. An active volunteer with the Special Olympics
program, he helped pick the 1984 Olympic team and has worked on
the legislative committee of the National Association of College
Basketball Coaches. Mr. Phelps currently serves on the Citizen's
Stamp Advisory Committee of the Unites States Postal Service. He
received his B.S. in Commerce and his M.A. in Business Education
at Rider College.
GEORGE WILCKEN ROMNEY. of Bloomfield Hills, Michigan. Governor
Romney is the founding chairman of The National VOLUNTEER Center.
His business career includes serving as Chairman and CEO of
American Motors. Elected to three terms as Governor of Michigan,
George Romney was a Presidential candidate in 1968 and the
Secretary of Housing and Urban Development under President Nixon.
Throughout his life, Governor Romney has been an active civic
leader and volunteer, from helping to organize the first
federated fund-raising campaign in the nation in 1948 to
membership on the President's Advisory Board on Private Sector
Initiatives in 1986. He is a current and founding member of the
Board of Directors of the Points of Light Foundation.
PATRICIA TRAUGOTT ROUSE, of Columbia, Maryland. Mrs. Rouse is
the co-founder of The Enterprise Foundation and serves as
Secretary/Treasurer and member of the Board of Trustees. The
Enterprise Foundation was created to provide decent, affordable
housing for the poor. She is a member of the Board of Directors
of the Health and Welfare Council, Inc. of Maryland, as well as
of the Boards of the Jubilee Enterprise of Greater Washington,
Inc. and the National Low Income Housinq Coalition. Ms. Rouse .
graduated magna cum laude from sweet Briar College, and pursued
graduate work in Urban Studies at Old Dominion University.
SHIRLEY SACHI SAGAWA. of Alexandria, Virginia. Ms. Sagawa is
Senior counsel and Director of Family and Youth Policy for the
National Women's Law Center. As Chief Counsel !or Youth Policy
to the Senate Labor and Resources Committee from 1987 to 1991,
Ms. Sagawa was responsible for national and volunteer service,
education, Head Start and children's issues. A volunteer at the
carpenter's Shelter for the Homeless, Ms. Sagawa is Public Policy
Chairman of the Organization of Pan Asian American Women. She
received an A.B., magna cum laude, from Smith College, -an M.Sc.
from the London School of Economics, and a J.D., cum laude, from
Harvard Law School. ·

�GLEN W. WHITE. of Lawrence, Kansas. Mr. White is the Director of
Training at the Research and Training Center on Independent
Living at the University of Kansas.
He has done extensive
research in the area of rehabilitative and therapeutic medicine,
as evidenced by his many publications and presentations. His
community service efforts include serving as President of the ·
Rochester Center for Independent Living, Inc., and as founding
member and board member of Rochester Area Disabled Athletics and
Recreation, Inc. Mr. White holds a B.A. in Psychology and
Sociology from Winona State University, and an M.A. in
Developmental and Child Psychology from the University of Kansas.
GAYLE EDLUND WILSON. of Sacramento, California. Mrs. Wilson is
the First Lady of the State of California, wife of Governor Pete
Wilson.
She is a current sustaining member and former President
of the Junior League of San Diego. Mrs. Wilson has also served
as a Board Member at the Center for Excellence in Education and
on the Executive Committee at the Shakespeare Theatre in
Washington, D.C., in addition to being active in ~mateur musical
theater in San Diego. Mrs. Wilson launched the San Diego Chapter
of Achievement Rewards for College Scientists (ARCS). She was a
Phi Beta Kappa graduate from Stanford University.
ROBERT L. WOODSON, of Washington, D.C. Mr. Woodson is President
o~ the National Center for Neighborhood Enterprise and Chairman
of the Council for a Black Economic Agenda. A former Resident
Fellow and Director of the American Enterprise Institute's
Neighborhood Revitalization Project, Mr. Woodson has also
directed national and local community service programs that
include work among a broad cross-section of Americans. He
received a B.S. from Cheyney State College, an M.S.W. from the
University of Pennsylvania and attended the University of
Massachusetts doctoral program.
KAREN SUSAN YOUNG. of Fremont, California. Ms. Young is the
Communications Director of The Campus Outreach Opportunity League
(COOL) • She has an extensive background in community service,
including recruiting non-profit organizations to participate in
workshops encouraging youth service and serving as head counselor
at a camp for children with disabilities. Ms. Young was founder
and Project Director of Global Education, Youth Education
Services (YES), and a Project Director of Nutrition tor Kids,
where she developed a series of 16 nutrition education
presentations for low-income children. She received a B.A. in
Home Economics from Humboldt State University.

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                    <text>MICHIGAN COMMUNITY SERVICE
COMMISSION
..
AGENDA
OCTOBER 31, 1991
OLDS PLAZA, 2ND FLOOR
CABINET ROOM
10:00 A.M. - 2:00 p.M.
1.

Welcome and Brief Remarks by Governor Engler

2.

Introduction of Commissioners

3.

Briefing on the National Community Service Act

4.

Update on National Commission and Federal Grant Time lines

5.

Review of Commissioners Briefing Notebook

6.

LUNCH

7.

Remarks by Chuck Supple, Vice President, Points of Light .
Foundation. ~outh Engaged in Service (YES) _and an introduction of
the Michigan YES Ambassadors Cynthia Scherer, and Trabian
Shorters

8.

Next Steps for Commission
A. Goals and Objectives
B. Subcommittee Structures

9.
10.

Establishing Meeting Schedules
Public Comments

�</text>
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                    <text>Council of Michigan Foundations
K-12 Education in Philanthropy Project
Plan of Work
Goals, Objectives, Staff Assignments
Fall 1999

WORK PLAN AND PROGRAM DETAIL

i

�Council of Michigan Foundations
K-12 Education in Philanthropy Project
Draft Plan of Work
Goals, Objectives, Staff Assignments
Fall 1999
Program Goals:
1.
2.
3.
4.

Curriculum Development and Lesson Plans
Teacher Professional Development
School Improvement
Parents Involvement, Youth Groups, and Congregations

Support Goals:
1.
2.
3.
4.
5.
6.

Related Systems
Dissemination
Public Relations and Marketing
Self-Sufficiency/Funding
Steering Committee/Governance/Staffing
Evaluation

ii

�Overview
Mission and Goals
MISSION
The K-12 Education in Philanthropy Project will help perpetuate a civil society through the education of children about the independent sector, and will achieve their commitment to private
citizen action for the public good.
PROGRAM GOALS
1. Curriculum Development and Lesson Plans: Develop an original K-12 curriculum to be infused into the core academic curriculum of schools. The curriculum will teach children about
philanthropy and will inspire them to continue as active volunteers and citizens.
2. Teacher Professional Development: Orient practicing and new teachers to the philanthropy curriculum, encourage their writing of additional lesson plans, and assist them in developing
expertise in teaching philanthropy.
3. School Improvement: Work with school systems to promote school improvement through encouraging school-community-parent interaction and in implementing experiential educational
opportunities in the community.
4. Parent Involvement, Youth Groups, and Congregations: Develop and implement programs with parents, schools, youth groups, and religious congregations to support and extend the
teaching of philanthropy within the full ecology of a child's life.
SUPPORT GOALS
1. Related Systems: Develop and collaborate on strengthening related systems that support the teaching of philanthropy to the next generation.
2. Dissemination: Disseminate the teaching of philanthropy in Michigan, nationally, and internationally.
3. Public Relations and Marketing: Provide ongoing public relations and marketing visibility to key educational and philanthropic audiences in Michigan, across the nation, and
internationally.
4. Self-Sufficiency/Funding: Develop and implement a plan to make the project self-sufficient by 2010.
5. Steering Committee/Governance/Staffing: Continue Steering Committee leadership and involvement in the project planning and in implementation. Build professional resources to
accomplish the tasks assigned
6. Evaluation: Implement and report on appropriate evaluation for the project.

iii

�Summary
GOALS and OBJECTIVES
Program Goals

1.

Curriculum Development and Lesson Plans
Develop an original K-12 curriculum to be infused into the core academic curriculum of schools. The curriculum will teach children about philanthropy and will
inspire them to continue as active volunteers and citizens.
Develop and Increase the Lesson Pool
Complete the Curriculum Themes
Complete the Standardized Assessment
Develop and Increase Teacher Support Materials
Develop and Increase Student Support Materials
Infuse the Curriculum in Michigan
Complete Responsibilities for Phase I

2.

Teacher Professional Development
Orient practicing and new teachers to the philanthropy curriculum, encourage their writing of additional lesson plans, and assist them in developing expertise in
teaching philanthropy.
Summer Residential Institutes
Teacher Consultants
Michigan I.S.D. Consultants
Teachers of Philanthropy Membership Association
Colleges of Education
Discipline Based University Courses
Centers on Philanthropy/Colleges of Education
K-16 Philanthropy Education Teachers' Fellowship Program
Teachers' Fellowship
Summer Student Internships
Teacher Development Videos

3.

School Improvement
Work with school systems to promote school improvement through encouraging school-community-parent interaction and in implementing experiential educational
opportunities in the community.

4.

Parent Involvement, School Improvement, Youth Groups, and Congregations
2

�Develop and implement programs with parents, schools, youth groups, and religious congregations to support and extend the teaching of philanthropy within the
full ecology of a child's life.
Parent Involvement
Youth Groups
Religious Congregation
Support Goals
1. Related Systems
Develop and collaborate on strengthening related systems that support the teaching of philanthropy to the next generation
Local Advisory Committees
Service-Learning
2. Dissemination
Disseminate the teaching of philanthropy in Michigan, nationally, and internationally.
Indiana Education Initiative
Youth Educators Institute
Advanced Seminars
Ten Key States
Ten Key Nations
Curriculum "Kits"
Web-site Dissemination
CD-ROM Dissemination
Sponsorship
Localized Dissemination
Journal
Dissemination Conference
Conference and Speakers
Endorsement and Inclusion
3. Public Relations and Marketing
Provide ongoing public relations and marketing visibility to key educational and philanthropic audiences in Michigan, across the nation, and internationally.
Newsletter
Membership Organization
Conferences
3

�Web-site
Publications
Article Placement
Video
General Media
4. Self-Sufficiency/Funding
Develop and implement a plan to make the project self-sufficient by 2010.
5. Steering Committee/Governance/Staff Resources
Continue Steering Committee leadership and involvement in the project implementation. Build professional resources to accomplish the tasks assigned.
Office Space
Additional Staff
Consultant Pool
Volunteers
Internships
Graduate Student Research
CMF Support
6. Evaluation
Implement and report on appropriate evaluation for the project

4

�GOALS AND OBJECTIVES DETAIL
1.

Curriculum Development and Lesson Plans
Develop an original K-12 curriculum, to be infused into the core academic curriculum of schools. The curriculum will teach children about philanthropy and will
inspire them to continue as active volunteers and citizens.
Objectives:
Develop and Increase the Lesson Pool
 Involve practicing classroom teachers in research, writing, pilot-testing, field-testing and approving an ever-expanding pool of high quality original classroom lessons,
K-12, that teach the four new themes of philanthropy education. Assure that each lesson ties directly into the Standards and Benchmarks currently promulgated for
educators and that they can be infused into the academic core curriculum of a variety of public and private.
 Complete at least two lessons for each grade-level component of the four curriculum themes.
Complete the Curriculum Themes
 Refine and publish an initial K-12 Philanthropy Curriculum organized around four themes, with learning objectives specified at grades 5, 8, and 11. The four themes
to be developed are:
A. Defining the Philanthropic Sector
B. Philanthropy and Civil Society
C. Philanthropy and the Individual
D. Skills and Experience in Volunteerism and Service.
Complete the Standardized Assessment
 Write, pilot-test, field-test, and set benchmarks for standardized assessment tools of student learning about philanthropy at grades 5, 8, and 11. Finalize and distribute
three different test booklets at each of the grade levels. Develop and implement a process for scoring and reporting.

5

�Develop and Increase Teacher Support Materials
 Develop and disseminate high quality, K-12 focused, teacher support materials related directly to the expectations of the new curriculum and support the lessons.
This includes:
A. Briefing papers regarding the body of knowledge about philanthropy
B. "Textbook"-like resources at early elementary, late elementary, middle school and high school
C. Arts related media support including original music, drama, and analysis of literature
D. Teacher oriented support materials such as models, bibliographies, and lexicons
E. Work with other teacher discipline organizations (Michigan Geographic Alliance, Economics America etc).
Infuse the Curriculum in Michigan
 Provide incentive grants for a curriculum coordinator and materials for six school districts to infuse the lessons (K-2), (3-5),
(6-8), and (9-12).
 Document this process for replication in other schools and states.
 Complete responsibilities for Phase I.
2.

Teacher Professional Development
Orient practicing and new teachers to the philanthropy curriculum, encourage their writing of additional lesson plans, and assist them in developing expertise in
teaching philanthropy.
Objectives:
Summer Residential Institutes
 Provide week-long summer residential institutes for teachers new to teaching philanthropy
Summer 1999
One institute in Michigan for 30 teachers
Summer 2000
Two institutes in Michigan for 50 teachers each (100 teachers total)
One institute outside of Michigan for 50 teachers
Summer 2001
Three institutes in Michigan for 50 teachers each (total of 150 teachers)
Four institutes outside of Michigan for 50 teachers each (100 teachers)
Summer 2002
One Advanced Institute for Experienced Philanthropy Teachers
Three basic institutes for 50 Michigan teachers
Eight institutes outside of Michigan
Summer 2003
One Advanced Institute for Experienced Philanthropy Teachers
Three basic institutes for 50 Michigan teachers
Sixteen institutes outside of Michigan
6

�Four Advanced Institutes outside of Michigan
 Provide week-long summer institutes for arts educators on teaching philanthropy and service-learning
Summer 2000
One institute for 15 teachers in Michigan
Summer 2001
One institute for 15 teachers in Indiana
Summer 2001
One institute for 30 teachers in Michigan
Summer 2001
One institute for 50 teachers in Michigan
Summer 2002
One institute for 30 teachers in Indiana
Summer 2002
One institute for 15 teachers in two other states
Teacher Consultants
 Initiate a new Teacher-Consultant pool composed of successful original project teachers, and successful graduates of the summer institutes. Each Teacher-Consultant
will provide three in-service professional development experiences to colleagues each year.
Michigan Intermediate School District Consultants
 Support ten regional consultants housed at Intermediate School Districts as consultants on philanthropy education and service learning for the schools within their
regional service area (2000-2003).
Teachers of Philanthropy Membership Association
 Initiate an international "Teachers of Philanthropy" organization to provide ongoing materials and support to teachers interested in continuing professional
development related to teaching philanthropy.
1) The Teachers of Philanthropy organization will hold one state conference in 2000
2) One state conference, and one national conference in 2001 and thereafter
3) The Teachers of Philanthropy organization will have a newsletter, and journal.
Colleges of Education
 Involve each of the major teacher education colleges in research related to the K-12 project. Develop an elective course in philanthropy education for pre-service
teachers.
Discipline Based University Courses
 Involve each of the social studies discipline organizations at the college level (economics, geography, government (political science), and history) in writing K-12
resource materials for teachers. Encourage the development of discipline based courses for majors that will include pre-service teachers.
Centers on Philanthropy/Colleges of Education
7

� Encourage national university based Centers on Philanthropy to work together with their teacher colleges in joint courses regarding teaching philanthropy.
K-16 Philanthropy Education in Michigan
 Develop a joint proposal with Campus Compact regarding the K-16 implementation of service learning that includes the philanthropy content as the academic
component.
Teachers' Fellowship Program
 Develop and institute a Philanthropy Teachers' Fellowship Program for four Michigan teachers each year (one from each
grade band)
2000 At Indiana Center on Philanthropy
2001 At Indiana Center on Philanthropy and the Center on Philanthropy at Grand Valley State University
(eight fellowships)
Fellows will be required to research, write, and produce original teacher support material that extend the teaching of philanthropy K-12.
Summer Student Internships
 Hire pre-service teachers who have demonstrated potential for leadership in education as summer interns to the project.
Teacher Development, Videos
Develop videos at each of the four grade levels as a teacher development tool
3.

School Improvement: Work with school systems to promote school improvement through encouraging school-community-parent interaction and in implementing experiential
educational opportunities in the community.
Objectives:
 Identify the major school improvement efforts currently in favor in Michigan. Analyze the ties to philanthropy education.

 Become involved in school improvement oriented organizations and efforts in Michigan. Look for opportunities to infuse the philanthropy curriculum.
4.

Parent Involvement, Youth Groups, and Congregations
Develop and implement programs with parents, schools, youth groups, and religious congregations to support and extend the teaching of philanthropy within the
full ecology of a child's life.

8

�Objectives:
Parent Involvement
 Research, develop, field-test and implement a thoughtful strategy and materials for parent involvement in their children's education, particularly around the teaching
of philanthropy.
 Continue to connect with major school improvement efforts such as the Middle-Start program, Character Counts, service learning, school-to-work, Comer Schools,
the Schools of the Twenty-first Century, and the Mott after-school program.
Youth Groups
 Research, develop, and implement the youth group strategies developed by Community Partnerships with Youth (a component of the Habits of the Heart project) in
the seven youth development partner organizations and others throughout Michigan.
 Provide mini-grants to youth groups.
Religious Congregations
 Research, develop, and implement the religious congregations strategies developed by the Search Institute (a component of the Habits of the Heart project) in
religious congregations throughout Michigan.
 Provide mini-grants to congregations.
Support Goals
1.

Related Systems
Develop and collaborate on strengthening related systems that support the teaching of philanthropy to the next generation
Objectives:
Local Advisory Committees
Develop and strengthen local advisory committees to philanthropy education, including community foundations, United Ways, business partnerships, and volunteer
centers. Collaborate with other initiatives such as school-to work, and Communities in Schools.
 Provide an incentive to Youth Advisory Committees of community foundations to encourage adoption of the new lessons.
Service-Learning
Participate in strengthening and extending service learning as a teaching tool in Michigan schools
9

�A.
B.
C.
D.
E.
F.
G.
H.
2.

build on the 1999 survey of the status of service-learning
build and extend the utilization of the service-learning web-site
provide direct technical assistance to teachers in selected schools systems
involve Learn and SERVE grantee schools in the Summer Institute
continue professional development of service-learning school coordinators through the Summer Institute
require each philanthropy unit to offer a service-learning component
active involvement in issues of public policy in Michigan related to service-learning
collaborate on a statewide youth workshop drawing together the youth volunteer systems in Michigan.

Dissemination
Disseminate the teaching of philanthropy in Michigan, nationally, and internationally.
Objectives:
 Indiana Education Initiative
In cooperation with the Indiana Humanities Council and the Habits of the Heart project, develop and implement a strategy for infusing the teaching of philanthropy
into school systems in the State of Indiana.
 Youth Education Institute
In cooperation with the Indiana Center on Philanthropy through the Habits of the Heart project, provide a series of summer institutes called "Youth Educator
Institute". Participants would come as community teams composed of school teachers, religious instructors, youth group leaders, community leaders, and parents to
be trained as teams on how a community can intentionally transmit the philanthropic tradition.
A. Summer 2000 at Indiana University
B. Summer 2001 at Indiana University
C. Summer 2002 at Indiana University
Replicated at a Michigan university
Replicated at a partner state university.
 Advanced Seminars
Advanced seminars on philanthropy for all youth educators (teachers, religious instructors, community leaders, parents, and youth workers)
A. Summer 2001 at Indiana University
B. Summer 2002 at Indiana University
C. Summer 2002 at a Michigan University
 Ten Key States
10

�Identify and organize statewide leadership to replicate all of the components of the K-12 Education in Philanthropy project in 10 states in the United States. Utilize
multiple networks such as community, private, corporate, and family foundations; educational professional organizations; universities; and the State Service
Commissions.
A. 2000-2001 add three states
B. 2001-2002 add three states
C. 2003-2003 add four states.
 Ten Key Nations
Identify and organize national leadership to replicate all of the components of the K-12 Education in Philanthropy project in 10 nations: 4 in Europe and the former
Soviet-bloc nations, 2 in Africa, 2 in South America, 2 in Asia.
A. work in collaboration with international funders such as private foundations, and the International Youth Foundation, CIVICUS, and the European Foundation
Center
B. utilize the internet as an international communications vehicle
C. research, write, pilot-test, and field-test lessons and assessment instruments that translate into the cultures of the nation's with an interest in teaching
philanthropy.
 Curriculum "Kits"
Develop and publish curriculum "kits" for individual schools and teachers interested in implementing the curriculum and lessons.
 Web-site Dissemination
A. disseminate individual lessons and teacher support materials through the web-site for ease of access throughout the world.
B. connect web-site with colleague web-sites in Indiana (Habits of the Heart, Community Partnerships with Youth, Indiana University Center on Philanthropy).
C. Where to put it.
 CD ROM Dissemination
Develop and disseminate the pool of lessons, curriculum themes, and teacher support materials via CD-ROM for ease in mailing and distribution.
 Sponsorship
Develop a relationship with a long-term sponsor for the project. An organization with an international reach and local memberships throughout the world such as the
Rotary, Kiwanis, or other service organization.

11

� Localized Dissemination
Develop and implement a local, geographic strategy for disseminating the project and for the professional development and support of the classroom teachers.
A. Develop the local approach in Calhoun County, Michigan
B. Use the Intermediate School District Consultants in Michigan
C. Test the local approach throughout the counties in Michigan
D. Pilot the strategy in the initial 10 states
E. Pilot the strategy internationally.
 Journal
Publish a Journal of K-12 Philanthropy on a semi-annual basis. Develop a "juried" process for submission and acceptance that assures a high quality to the materials
made available.
 Dissemination Conference
Hold a dissemination conference in 2003 for educators from throughout the world.
 Conference and Speaker Circuit
A. Attend and present materials regarding the philanthropy curriculum at all key educational and philanthropic conferences in Michigan and across the United
States. Utilize the teacher-consultants as authentic presenters at these meetings. Utilize Steering Committee members as keynote speakers.
B. Plan with Indiana partners joint presentations to identified audiences with interests common to all project participants such as: Independent Sector, Society for
Experiential Learning, CIVICUS, etc. Each area will present individually to groups organized specifically in their areas of interest (education, religion, youth
development, graduate philanthropy education), humanities councils).
 Endorsement and Inclusion
Seek the formal endorsement of the key educational and philanthropic organizations in Michigan, in each state, and across the United States. Engage these
organizations in the dissemination of the project ideas and materials.
3.

Public Relations and Marketing
Provide ongoing public relations and marketing visibility to key educational and philanthropic audiences in Michigan, across the nation, and internationally. (*
Items are important, others are either we publish or we don't items).
Objectives:
Newsletter*
 Implement a quarterly newsletter with substance
Conferences
12

� Develop, implement, and monitor presentations at all key conferences and seminars
Publications
 Publish and promote sales of lessons, curriculum themes, background papers, teacher support materials, Journal, institute materials, bookmarks, and other materials of
the project
Article Placement
 Place articles in key, strategic, newsletters, journals, and the publications of other organizations
Video
 Develop a short high quality video about the project
 Develop with the Indiana partners a video on all components of the project
General Media*
 Develop and implement strategies with the state and national general media including print, public radio, public television, and commercial television
4.

Self-Sufficiency/Funding
Develop and implement a plan to make the project self-sufficient by 2010.
Objectives:
Income Sources
 Membership Fees
 Publications and Royalties
 Sponsorships
 Web-site Income
 Project Grants
 Institute Fees
 Government Contracts
 Tuition splitting with Universities
 Endowment Income
 Scoring and Reporting of Standardized Tests
 Fellowships
 Professional Development Conference Fees
 Fees from Schools on Implementation
13

�5.

Steering Committee/Governance/ Staff Resources
Continue Steering Committee leadership and involvement in the project implementation. Build professional resources to accomplish the tasks assigned.
Continue with key committees and assignments
Utilize Steering Committee members as speakers and presenters
Office Space
 Solve issues of office space
Additional Staff
 Add staff as needed and funded
Consultant Pool
 Utilize a pool of consultants as adjunct staff for special services.
Volunteers
 Utilize volunteers, students, "Teach for America", and Americorps/Vista workers
Internships
 Utilize summer internships
Graduate Student Research
 Utilize graduate student assistance on research needs.
CMF Support
 Provide for support costs from CMF President, Vice President-Finance, Accountant, Auditor, Public Relations

6. Evaluation
Implement and report on appropriate evaluation for the project
Formative and regular reporting
Summative (Michigan and Habits of the Heart)
Longitudinal

14

�Fall 1999 Work Plan
Program Goals
GOAL 1: CURRICULUM DEVELOPMENT AND LESSON PLANS
L = Responsible to lead accomplishment of Task
C = Must be consulted
I = Should be informed
NI = Not Involved
 = Potential Revenue Stream

Develop an original K-12 curriculum to be infused into the core academic curriculum of schools. The curriculum will teach children about philanthropy
and will inspire them to continue as active volunteers and citizens.
Objectives:
Develop and Increase the Lesson Pool

Involve practicing classroom teachers in research, writing, pilot testing, field-testing and approving an ever-expanding pool of high quality original classroom lessons,
K-12, that teach the four new themes of philanthropy education. Assure that each lesson ties directly into the Standards and Benchmarks currently promulgated for
educators and that they can be infused into the academic core curriculum of a variety of public and private schools.

Complete at least two lessons for each grade level component of the curriculum themes.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

100 approved lessons with all the standards inserted-Terry final
approval on standards
100 approved lessons final edit, and design

I

L

C

I

I

August 1999

C

C

L

I

I

Sept. 1999

High school approved lessons on web site

I

I

L

I

I

Sept. 1999

Middle school approved lessons on web site

I

I

L

I

I

Sept. 1999

Elementary school approved lessons on web site

I

I

L

I

I

Oct. 1999

Printing of lessons for formal publication and sale/marketing plan

C

C

L

C

C

Nov. 1999

Assure 100 piloted lessons ready for Sept 1999 field-test as units

I

L

I

C

C

Sept. 1999

100 piloted lessons prepared for field-testing

I

L

I

C

I

Sept. 1999

C

C

I

L

I

August 1999

Increase

Preparation of field-test
expectations)

packet

(cover

letter,

evaluation,

1

FUNDERS

1999-2000

BUDGET

�ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001
Field-testing of 100 approved lessons, and 100 piloted lessons until
3-5 evaluations received of each unit (Mailing, tracking,
stipend, thank you notes)
Analysis of returned evaluations of field-tested lessons

I

I

I

C

L

I

I

I

L

I

Sept.
1999
Mailed/
June 2000 Done
June 2000

50 new units for piloted in classrooms in the fall of 1999

C

L

I

C

I

Sept-Dec. 1999

Teacher volunteers for economics units

I

L

I

I

I

Sept 1999

Teacher training for economics units (schedule training,
expectations for finishing)
Scheduling and providing due dates for a normal rhythm for future
developing, piloting, field-testing, approval, and placement of
new lessons
Schedule and hold Fairness Review Committee Meetings on
Lessons as appropriate
Assure at least two units are approved for each learning expectation
in the themes
Schedule and hold Curriculum Committee Meetings to approve
units for adoption prior to Steering Committee meetings

I

L

I

I

I

Fall 1999

C

L

C

C

C

December
1999 Forward

C

C

I

L

I

As needed

C

L

I

C

I

June 2003

C

L

I

C

I

April of each year

2001-2002

2002-2003

Complete the Curriculum Themes
 Refine and publish an initial K-12 Philanthropy Curriculum organized around four themes, with learning objectives specified at grades 5, 8, and 11. The four themes to be developed are:
A. Defining the Philanthropic Sector
B. Philanthropy and Civil Society
C. Philanthropy and the Individual
D. Skills and Experience in Volunteerism and Service.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001
Final draft of themes ready for publication

L

C

C

C

C

Sept. 1999

Put themes on the web-site and publish

C

C

L

I

I

Oct. 1999

Question items realigned to new edited version of the themes

L

C

C

C

C

Sept. 1999

Approved lessons coded to the outcome items in the themes/holes
identified

C

L

I

C

I

Sept. 1999

Field-testing lessons coded to the outcome items in the themes/holes
identified

C

L

I

C

I

Sept. 1999

Pilot lessons coded to the outcome items in the themes/holes
identified

C

L

I

C

I

Sept. 1999

2

2001-2002

2002-2003

�Indiana University background papers coded to the themes

L

C

C

C

I

Sept. 1999

Mini-grants to academic researchers to write further briefing papers

L

C

C

C

I

June 2000

Complete the Standardized Assessment
 Write, pilot-test, field-test, and set benchmarks for standardized assessment tools of student learning about philanthropy at grades 5, 8, and 11. Finalize and distribute three different test
booklets at each of the grade levels. Develop and implement a process for scoring and reporting.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001
Staff item and test development committee of teachers

I

C

I

L

I

2001-2002

2002-2003

Sept-June 1999

Develop and Increase Teacher Support Materials
 Develop and disseminate high quality, K-12 focused, teacher support materials related directly to the expectations of the new curriculum and support the lessons. This includes:
A. Briefing papers regarding the body of knowledge about philanthropy
B. "Textbook"-like resources at early elementary, late elementary, middle school and high school
C. Arts related media support including original music, drama, and analysis of literature
D. Teacher oriented support materials such as models, bibliographies, and lexicons.
E. Work with other teacher discipline organizations.
ACTIVITY

Kathy

Briefing Papers

Universitie
s
Dr. Joe
Stoltm
an
Rick Kelly

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

"Textbook"

Original Children's Music
Original High School Drama
Analysis of Literature

Teacher Materials

Dr. Ed
Uehlin
g
Consultant
s

3

2001-2002

2002-2003

�Develop and Increase Student Support Materials
 Develop and disseminate high quality, K-12 focused books, CD-ROMs, and materials for students directly related to the content and expectations of the new curriculum. This includes:
A. Student oriented classroom materials such as visual timelines, and photographs
B. Original storybooks, poems, drama, and music.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

CD-ROM of Lessons and Themes
Timelines
Photographs
Biographies
Historic Events
Student developed storybooks, poems

Infuse the Curriculum in Michigan
 Provide incentive grants for a curriculum coordinator and materials for six school districts to infuse the lessons (K-2) (3-5), (6-8), and (9-12).
 Document this process for replication in other schools and states.
 Complete responsibilities for Phase I.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001
Select six school districts
Offer incentive grants
Provide staff in-service development
Infuse into the school's social studies curriculum an articulated set
of lessons
Publish the results as case studies

4

2001-2002

2002-2003

�GOAL 2: TEACHER PROFESSIONAL DEVELOPMENT
Orient practicing and new teachers to the philanthropy curriculum, encourage their writing of additional lesson plans, and assist them in developing
expertise in teaching philanthropy.
Objectives:
Summer Residential Institutes
 Provide week-long summer residential institutes for teachers new to teaching philanthropy
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Summer 1999-One institute in Michigan for 30 teachers
Summer 2000-Two institutes in Michigan for 50 teachers each (100
teachers total)
One institute outside of Michigan for 50 teachers
Summer 2001:Three institutes in Michigan for 50 teachers each
(total of 150 teachers)
Four institutes outside of Michigan for 50 teachers each (100
teachers)
Summer 2002
One Advanced Institute for Experienced
Philanthropy Teachers
Three basic institutes for 50 Michigan teachers
Eight institutes outside of Michigan
Summer 2003: One Advanced Institute for Experienced Philanthropy
Teachers
Three basic institutes for 50 Michigan
Teachers
Sixteen institutes outside of Michigan
Four Advanced Institutes outside of Michigan



Provide week-long summer institutes for arts educators on teaching philanthropy and service-learning

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001
Summer 2000:One institute for 15 teachers in Michigan

5

2001-2002

2002-2003

�Summer 2001: One institute for 15 teachers in Indiana
Summer 2001: One institute for 30 teachers in Michigan
Summer 2001: One institute for 50 teachers in Michigan
Summer 2002: One institute for 30 teachers in Indiana
Summer 2002: One institute for 15 teachers in two other states

Teacher Consultants
 Initiate a new Teacher-Consultant pool composed of successful original project teachers, and successful graduates of the summer institutes. Each Teacher-Consultant will provide three inservice professional development experiences to colleagues each year.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Teacher Consultants
Organize teacher-consultants in Michigan

C

L

I

C

I

WKKF

I

Sept. 1999
Forward
Sept. 1999
Forward
Sept. 1999

Identify teacher-consultants including those to be dropped from
current teacher pool
Policy on teacher-consultants work for CMF

C

L

I

C

I

C

L

I

C

Manual for teacher-consultants

L

C

I

C

I

Sept. 1999

Policy to Steering Committee

L

C

I

WKKF

C

I

Sept. 1999

Teacher-consultant pay and paperwork

C

C

I

I

L

L

I

I

I

C

L

I

I

I

Sept. 1999
Forward
Sept. 1999
Forward
Sept. 1999

Schedule teacher-consultants within budget /approve presentations
at schools, ISD's, workshops and conferences
Presentation materials (initial program)

C

Replenish materials and supplies

I

I

I

I

L

Annual teacher-consultant advisory committee

C

L

I

I

I

WKKF
WKKF

Sept. 1999
Forward
Sept 1999

Michigan Intermediate School District Consultants
 Support ten regional consultants housed at Intermediate School Districts as consultants on philanthropy education and service learning for the schools within their regional service area
(2000-2003).
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

6

2001-2002

2002-2003

�ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Teachers of Philanthropy Membership Association
 Initiate an international "Teachers of Philanthropy" organization to provide ongoing materials and support to teachers interested in continuing professional development related to teaching
philanthropy.
A.
B.
C.
ACTIVITY

The Teachers of Philanthropy organization will hold one state conference in 2000
One state conference, and one national conference in 2001 and thereafter
The Teachers of Philanthropy organization will have a newsletter, and journal.
Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Colleges of Education
 Involve each of the major teacher education colleges in research related to the K-12 project. Develop an elective course in philanthropy education for pre-service teachers.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Discipline Based University Courses
 Involve each of the social studies discipline organizations at the college level (economics, geography, government (political science), and history) in writing K-12 resource materials for
teachers. Encourage the development of discipline based courses for majors that will include pre-service teachers.

7

�ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Centers on Philanthropy/Colleges of Education
 Encourage national university based Centers on Philanthropy to work together with their teacher colleges in joint courses regarding teaching philanthropy.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

2002-2003

K-16 Philanthropy Education in Michigan

Develop a joint proposal with Campus Compact regarding the K-16 implementation of service learning that includes the philanthropy content as the academic component.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

Teachers' Fellowship Program
 Develop and institute a Philanthropy Teachers' Fellowship Program for four Michigan teachers each year (one from each
 grade band)
2002
2003

At Indiana Center on Philanthropy
At Indiana Center on Philanthropy and the Center on Philanthropy at Grand Valley State University
(eight fellowships)

Fellows will be required to research, write, and produce original teacher support material that extend the teaching of philanthropy K-12

8

2001-2002

2002-2003

�ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Summer Student Internships
 Hire pre-service teachers who have demonstrated potential for leadership in education as summer interns to the project.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Teacher Development, Videos
 Develop videos at each of the four grade levels as a teacher development tool
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

9

2001-2002

2002-2003

�GOAL 3: SCHOOL IMPROVEMENT
Work with school systems to promote school improvement through encouraging school-community-parent interactions and in implementing experiential
educational opportunities in the community.
 Continue to connect with major school improvement efforts such as the middle-start program, Character Counts, service learning, school-to-work.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

10

2001-2002

2002-2003

�GOAL 4: PARENT INVOLVEMENT, YOUTH GROUPS, AND CONGREGATIONS
Develop and implement programs with parents, schools, youth groups, and religious congregations to support and extend the teaching of philanthropy
within he full ecology of a child's life.
Objectives:
Parent Involvement
 Research, develop, field-test and implement a thoughtful strategy and materials for parent involvement in their children's education, particularly around the teaching of philanthropy.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2002-2003

Infuse the philanthropy curriculum and service learning into the core social studies academic curriculum of Michigan schools.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

2001-2002

2002-2003

Continue to connect with major school improvement efforts such as the Middle-Start program, Character Counts, service learning, school-to-work, Comer Schools, the Schools of the
Twenty-first Century, and the Mott after-school program.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

11

2001-2002

2002-2003

�Youth Groups
 Research, develop, and implement the youth group strategies developed by Community Partnerships with Youth (a component of the Habits of the Heart project) in the seven youth
development partner organizations and others throughout Michigan.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

2002-2003

Provide mini-grants to youth groups.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Religious Congregations
 Research, develop, and implement the religious congregations strategies developed by the Search Institute (a component of the Habits of the Heart project) in religious congregations
throughout Michigan.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



Provide mini-grants to congregations.

12

2001-2002

2002-2003

�ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

13

2001-2002

2002-2003

�GOAL: CURRICULUM DEVELOPMENT AND LESSON PLANS
Develop an original K-12 curriculum, to be infused into the core academic curriculum of schools. The curriculum will teach children about philanthropy
and will inspire them to continue as active volunteers and citizens.
Objectives:
Local Advisory Committees
 Develop and strengthen local advisory committees to philanthropy education, including community foundations, United Ways, business partnerships, and volunteer centers. Collaborate
with other initiatives such as school-to work, and Communities in Schools.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

2002-2003

Provide an incentive to Youth Advisory Committees of community foundations to encourage adoption of the new lessons.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

Service-Learning
 Participate in strengthening and extending service-learning as a teaching tool in Michigan schools
A.
B.
C.
D.
E.
F.
G.
H.

build on the 1999 survey of the status of service-learning
build and extend the utilization of the service-learning web-site
provide direct technical assistance to teachers in selected schools systems
involve Learn and SERVE grantee schools in the Summer Institute
continue professional development of service-learning school coordinators through the Summer Institute
require each philanthropy unit to offer a service-learning component
active involvement in issues of public policy in Michigan related to service-learning
collaborate on a statewide youth workshop drawing together the youth volunteer systems in Michigan.

14

2001-2002

2002-2003

�ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001
Survey
Finalize State Survey

L

NI

C

NI

NI

September 1999

Print and Distribute Survey

C

NI

L

I

C

September 1999

Develop and distribute PowerPoint of results

C

NI

L

I

NI

September 1999

Decide on next data steps

L

C

C

C

NI

October 1999

Finish MDE web site and Listserv

I

I

L

I

NI

August 1999

Complete grant to Jackson and pay

I

I

L

NI

C

August 1999

Arrange for continuation grant with MDE

C

I

L

NI

NI

August 1999

Make second grant to new grantee(s)

C

I

L

NI

NI

August 1999

Lego's permission for MDE graphics

I

NI

L

NI

NI

August 1999

Lego's explanation on web site

I

NI

L

NI

NI

August 1999

Spring Report

L

C

NI

NI

NI

July 1999

Next Grant request

L

C

NI

NI

NI

July 1999

Billing issue resolved

L

NI

NI

NI

NI

July 1999

Connie Jones/Other consultants

L

C

NI

NI

NI

September 1999

Aspen Research Application

L

NI

NI

C

NI

September 1999

WKKF Grant/CMF

L

NI

NI

NI

NI

September 1999

Support Letter to MDE

L

NI

NI

NI

NI

August 1999

Policy Meeting follow-up

L

I

NI

I

NI

September 1999

State plan and follow-up

L

I

NI

I

NI

September 1999

Web site

Service-learning, TA

Service-learning Leadership Council

15

2001-2002

2002-2003

�GOAL: TEACHER PROFESSIONAL DELOPMENT

Orient practicing and new teachers to the philanthropy curriculum, encourage their writing of additional lesson plans, and assist them in developing
expertise in teaching philanthropy.
Objectives:
 Indiana Education Initiative
 In cooperation with the Indiana Humanities Council and the Habits of the Heart project, develop and implement a strategy for infusing the teaching of philanthropy into school systems in
the State of Indiana.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2002-2003

Youth Education Institute
In cooperation with the Indiana Center on Philanthropy through the Habits of the Heart project, provide a series of summer institutes called "Youth Educator Institute". Participants
would come as community teams composed of schoolteachers, religious instructors, youth group leaders, community leaders, and parents to be trained as teams on how a
community can intentionally transmit the philanthropic tradition.
A.
B.
C.
D.
E.

Summer 2000 at Indiana University
Summer 2001 at Indiana University
Summer 2002 at Indiana University
Replicated at a Michigan university
Replicated at a partner state university.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

Advanced Seminars
Advanced seminars on philanthropy for all youth educators (teachers, religious instructors, community leaders, parents, and youth workers)
A.
Summer 2001 at Indiana University
B.
Summer 2002 at Indiana University
C.
Summer 2002 at a Michigan University

16

2001-2002

2002-2003

�ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

2002-2003

Ten Key States
Identify and organize statewide leadership to replicate all of the components of the K-12 Education in Philanthropy project in 10 states in the United States. Utilize multiple networks such as community, private, corporate, and family foundations; educational
professional organizations; universities; and the State Service Commissions.
A.
2000-2001 add three states
B.
2001-2002 add three states
C.
2003-2003 add four states.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

2002-2003

Ten Key Nations
Identify and organize national leadership to replicate all of the components of the K-12 Education in Philanthropy project in 10 nations: 4 in Europe and the former Soviet-bloc nations, 2 in Africa, 2 in South America, 2 in Asia.
A.
work in collaboration with international funders such as private foundations, and the International Youth Foundation, CIVICUS, and the European Foundation Center
B.
utilize the internet as an international communications vehicle
C.
research, write, pilot-test, and field-test lessons and assessment instruments that translate into the cultures of the nation's with an interest in teaching philanthropy.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



Curriculum "Kits"
Develop and publish curriculum "kits" for individual schools and teachers interested in implementing the curriculum and lessons.

17

2001-2002

2002-2003

�ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2002-2003

Web-site Dissemination
A.
B.

disseminate individual lessons and teacher support materials through the web-site for ease of access throughout the world.
connect web-site with colleague web-sites in Indiana (Habits of the Heart, Community Partnerships with Youth, Indiana University Center on Philanthropy).

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

2001-2002

2002-2003

CD ROM Dissemination
Develop and disseminate the pool of lessons, curriculum themes, and teacher support materials via CD-ROM for ease in mailing and distribution.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

2002-2003

Sponsorship
Develop a relationship with a long-term sponsor for the project. An organization with an international reach and local memberships throughout the world such as the Rotary, Kiwanis, or other service organization.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

18

2001-2002

2002-2003

�

Localized Dissemination
Develop and implement a local, geographic strategy for disseminating the project and for the professional development and support of the classroom teachers.
A.
Develop the local approach in Calhoun County, Michigan
B.
Use the Intermediate School District Consultants in Michigan
C.
Test the local approach throughout the counties in Michigan
D.
Pilot the strategy in the initial 10 states
E.
Pilot the strategy internationally.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

2002-2003

Journal
Publish a Journal of K-12 Philanthropy on a semi-annual basis. Develop a "juried" process for submission and acceptance that assures a high quality to the materials made available.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

2002-2003

Dissemination Conference
Hold a dissemination conference in 2003 for educators from throughout the world.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

2002-2003

Conference and Speaker Circuit
A.
B.

Attend and present materials regarding the philanthropy curriculum at all key educational and philanthropic conferences in Michigan and across the United States. Utilize the teacher-consultants as authentic presenters at these meetings. Utilize Steering
Committee members as keynote speakers.
Plan with Indiana partners joint presentations to identified audiences with interests common to all project participants such as: Independent Sector, Society for Experiential Learning, CIVICUS, etc. Each area will present individually to groups organized
specifically in their areas of interest (education, religion, youth development, graduate philanthropy education), humanities councils).

19

�ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

2002-2003

Endorsement and Inclusion
Seek the formal endorsement of the key educational and philanthropic organizations in Michigan, in each state, and across the United States. Engage these organizations in the dissemination of the project ideas and materials.

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

20

2001-2002

2002-2003

�GOAL: PARENTS INVOLVEMENT, SCHOOL IMPROVEMENT, YOUTH GROUPS, AND CONGREGATIONS
Develop and implement programs with parents, youth groups, and religious congregations to support and extend the teaching of philanthropy within the
full ecology of a child's life.
Objectives: Parent Involvement


ACTIVITY

Research, develop, field-test and implement a thoughtful strategy and materials for parent involvement in their children's education, particularly around the teaching of philanthropy.
Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

21

2001-2002

2002-2003

�GOAL: related systems
Develop and collaborate on strengthening related systems that support the teaching of philanthropy to the next generation.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

GOAL: DISSEMINATION

Disseminate the teaching of philanthropy in Michigan, nationally, and internationally.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

22

2001-2002

2002-2003

�GOAL: PUBLIC RELAIONS AND MARKETING
Provide ongoing public relations and marketing visibility to key educational and philanthropic audiences in Michigan, across the nation, and
internationally.
Objectives:
Newsletter
 Implement a quarterly newsletter with substance
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Membership Organization


Develop and implement the membership association: Teachers of Philanthropy

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Conferences


ACTIVITY

Develop, implement, and monitor presentations at all key conferences and seminars
Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

23

2001-2002

2002-2003

�ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Web-site


Develop, monitor, and continue to enrich the web-site

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Publications


Publish and promote sales of lessons, curriculum themes, background papers, teacher support materials, Journal, institute materials, bookmarks, and other materials of the project

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Article Placement


ACTIVITY

Place articles in key, strategic, newsletters, journals, and the publications of other organizations
Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

24

2001-2002

2002-2003

�Video


Develop a short high quality video about the project

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001



2001-2002

2002-2003

Develop with the Indiana partners a video on all components of the project

ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

General Media


ACTIVITY

Develop and implement strategies with the state and national general media including print, public radio, public television, and commercial television
Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

25

2001-2002

2002-2003

�GOAL: SELF-SUFFICIENCY/FUNDING
Develop and implement a plan to make the project self-sufficient by 2010.
Objectives:
Income Sources
 Membership Fees
 Publications and Royalties
 Sponsorships
 Web-site Income
 Project Grants
 Institute Fees
 Government Contracts
 Tuition splitting with Universities
 Endowment Income
 Scoring and Reporting of Standardized Tests
 Fellowships
 Professional Development Conference Fees
 Fees from Schools on Implementation
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

26

2001-2002

2002-2003

�GOAL: STEERING COMMITTEE AND GOVERNANCE
Continue Steering Committee leadership and involvement in the project implementation.
Continue with key committees and assignments
Utilize Steering Committee members as speakers and presenters
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

27

2001-2002

2002-2003

�GOAL: STAFF RESOURCES
Build professional resources to accomplish the tasks assigned.
Office Space
 Solve issues of office space
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Additional Staff
 Add staff as needed and funded
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Consultant Pool
 Utilize a pool of consultants as adjunct staff for special services.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

28

2001-2002

2002-2003

�Volunteers
 Utilize volunteers, students, "Teach for America", and Americorps/Vista workers
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Internships
 Utilize summer internships
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

2001-2002

2002-2003

Graduate Student Research
 Utilize graduate student assistance on research needs.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

CMF Support
 Provide for support costs from CMF President, Vice President-Finance, Accountant, Auditor, Public Relations

29

2001-2002

2002-2003

�ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET

2000-2001

30

2001-2002

2002-2003

�GOAL: EVALUATION
Implement and report on appropriate evaluation for the project.
ACTIVITY

Kathy

Terry

Rita

Tom

Judy

Due Date

FUNDERS

1999-2000

BUDGET
2000-2001

31

2001-2002

2002-2003

�PROPOSED ORGANIZATIONAL CHART

32

�</text>
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                    <text>Date: September 29, 1998
To:

Dorothy A. Johnson
Russell G. Mawby

From: Kathy Agard
Re:

K-12 Education in Philanthropy Project Budget

I met with Dave Lindberg regarding the core budget for the K-12 Project. The budget
actually looks pretty good. We saved money (a mixed blessing) when some of the
schools were unable to find substitute teachers last fall. This was a "big ticket" item and
was not expensed as planned. We also have been saving money on meetings by meeting
on Saturdays, saving substitute teacher costs, and by meeting at schools rather than
hotels.
We have 18 months left in the Kellogg Grant. The line items as of August are:
Personnel:

17 months of money left, expensed at the current rate
(This does not include raises in April 1999. Also, we may have
contractual issues with Terry and Judy. In their appointment contracts we
may have assured employment through February 2000. These will cause
some minor shrinkage in the total amount available…but worst case we
have from 15-17 months of money for salaries [October 1999].)

Office:

28 months of money left
We have saved because of the Muskegon Area Intermediate School
District (MAISD) and the National Board for Professional Teaching
Standards (NBPTS) offering us inexpensive space. We could transfer
some money from this line item if needed.

Curriculum
Development: We have $182,156 left.
This is the largest budget area and is where all expenses related to the
lesson plans and teachers occur. We will pay for the first round of field
testing from this line item, as well as all teacher meetings, etc. While the
field-testing will be an expensive item, there is a substantial amount of
money left.

Page - 1 -

�Grants:

We have $44,015 left
These are mini-grants given on a matching basis to the project schools to
help defray any expenses associated with service learning or the new
lessons. We have four more grantmaking periods and will probably use
most of this money.

Travel:

We have $13,398 left in travel.
Our presentations at national meetings will begin to eat at this line item.
But we will be able to make it easily until February 1999 when our report
is due and any adjustments can be requested.

Dissemination: We have $16,720 left
We will need to request further funds to cover the newsletter. This
amount will cover the brochures and the initial costs for developing the
newsletter.
Technology:

We have 10,756 left
The Michigan State University (MSU) contract for this year is for
$73,000. I will try to negotiate this down some, and we should start to
think about another alternative for the third year. But, I don't think we can
pull away from MSU yet. We still need their technical support and they
own the computers for another year. At the end of the third year they are
depreciated from MSU's inventory and become legally the property of the
teachers. (MSU has a policy that they will not compete with private
computer vendors. This was one way to accomplish what we requested
without violating their policy.)
An option would be to see if MSU would wave their administrative fee for
this contract this year. Almost half of the contract is the university
overhead.

In short, the budget looks healthier than I had anticipated. The following chart gives
some indication where we are related to the other potential funding.
Cc: David R. Lindberg

Page - 2 -

�Research, Writing, Testing,
Dissemination in Michigan,
Assessment
1997/98 1998/99
1999/2000

2000/2001

PERSONNEL
Kathy

WKKF

WKKF
Anonymous

WKKF
Anonymous

Anonymous

Terry

WKKF
WKKF

WKKF
Anonymous
WKKF
Anonymous

Anonymous

Judy
Linda Frank
Tom Hirsch

Surdna
Lilly

WKKF
Anonymous
WKKF
Anonymous
Surdna
Lilly
Anonymous
McGregor
Skillman
Ford

Lilly
Anonymous
McGregor
Skillman
Ford

Anonymous

Anonymous

McGregor
Skillman
Ford

McGregor
Skillman

WKKF

WKKF
McGregor
Skillman

WKKF
McGregor
Skillman

WKKF
McGregor
Skillman

WKKF
McGregor
Skillman

WKKF
WKKF

WKKF
WKKF

WKKF
WKKF

WKKF

WKKF

WKKF

WKKF
Anonymous

Anonymous

Anonymous

Anonymous

1/2 Time Support and
Parenting

Marketing
OFFICE

LESSONS
Teachers
Minigrants
Library Books
School Grants
Teacher
Meetings
Field Testing

Continued Integration in Michigan on
National Dissemination
2001/2002

Anonymous

Page - 3 -

2002/2003

Continued National Integration,
International Dissemination
2003/2004 2004/2005 2005/2006

�Research, Writing, Testing,
Dissemination in Michigan,
Assessment
National Conf.
Foundation
Lessons
Standards
Software

Continued Integration in Michigan on
National Dissemination
Ford

Ford

Ford

Ford

Ford

Ford

Anonymous
Ford
Ford

Anonymous
Ford
Ford

Anonymous
Ford
Ford

PARENTING

McGregor
Skillman

McGregor
Skillman

McGregor
Skillman

PUBLICATIONS

Ford

Ford

Ford

DISSEMINATION

Mott
WKKF

Mott
WKKF

Mott

COMMUNITY

Mott

Mott

Mott

TEXTBOOK
PLANNING

Mott

Mott

Mott

SERVICE
LEARNING
CONSULTING

Michigan
Deparment
of
Education

Michigan
Deparment
of
Education

Michigan
Deparment
of
Education

INSTITUTES
Train Trainers

McGregor
Skillman

Page - 4 -

Continued National Integration,
International Dissemination

�EVALUATION

Research, Writing, Testing,
Dissemination in Michigan,
Assessment
Lilly
Lilly
Lilly
McGregor
McGregor
Skillman
Skillman

Continued Integration in Michigan on
National Dissemination

Continued National Integration,
International Dissemination

Skillman
McGregor

COMPUTERS

WKKF

WKKF

WKKF

RANDOM
INCOME

CMU

CMU

CMU

CMU

Teachers'
dues

Teachers'
dues

Ford
Teachers'
dues

While there is partial funding requested from each of the funders listed by line item, not every line item will be fully funded even if
the requested grant funds are received.
Other funding possibilities are:
Kauffman
Packard
Return to Carnegie?
Lilly Endowment in the Spring
Department of Education
Corporate Funders?
Ameritech

Page - 5 -

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

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

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

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

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

�4

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                    <text>A Sponsorship Opportunity
Three years ago, the Council of Michigan Foundations created a project without precedent to
revolutionize the way students learn about the power of personal giving. The project began in response to
the marked decline in civility in American society, as documented in such works as “Bowling Alone: The
Collapse and Revival of American Community” by Robert D. Putnam.
The project, initially known as the K-12 Education in Philanthropy Project, set out to expand the popular
definition of philanthropy to include the giving of time and talent as well as money by people of all ages
and from all strata of society. At the heart of the project was the desire to educate a new generation of
young people about the value and historic role of the nation’s not-for-profit sector, which includes civic
clubs and volunteer groups of all types.
The visionary nature of the project has uncovered a hunger for education about making individual
contributions. The project has evolved into a movement that can make a vital contribution to America’s
future as a civil society. Already, it has spawned successful courses in philanthropy. The council’s
research identified schools as the only viable conduit for reaching children in all parts of society and all
parts of the country. The goal of the project is to create a demand for its materials and to make all the
material available at little or no cost on an Internet portal.
After its initial three-year phase, which was largely funded by the W.K. Kellogg Foundation, the project
is moving into a bolder phase. It plans to grow nationally and has adopted a new name: Learning To Give.
Much of the needed coursework and many of the supporting materials have been developed during the
research and development period. Many teachers have been trained and plans have been created to train
more on the Web. The first generation website is already on the Internet and will be expanded to serve
teachers, students, parents and communities as the project progress.
The project has formed a not-for-profit entity to oversee the growth of the program, from its initial phase.
Learning To Give is now seeking corporate sponsorship to make the move onto the national stage.
Sponsors will receive the extraordinary benefit of playing a leading role in a national movement to teach
young people the best of American traditions, with the goal of perpetuating a civil society. Sponsorships
will be based on the principles developed for Public Broadcasting System sponsors.
Learning To Give is well established in Michigan. Soon it will move into California. It has been
successfully replicated in courses at an Atlanta prep school and a major private university in the South.
An enormously positive experience is available to the right sponsor.
We invite and urge your participation in this vital undertaking.
For further information, please contact:
Kathryn Agard, Ed.D.
Executive Director
Learning to Give
630 Harvey Street • Muskegon, Michigan 49442-2398
Tel: (231) 767-7206 • Fax: (231) 773-0707
E-Mail: kagard@remc4.k12.mi.us • Website: www.LearningtoGive.org

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                    <text>A Sponsorship Opportunity
In times of unprecedented prosperity at the dawn of the 21st century, America faces a civic crisis. A
troubling undercurrent has entered our national culture—a failure to transmit the social and democratic
values of civic engagement from one generation to the next. This breakdown poses a significant threat to
our tradition as a civil society.
Three years ago, the Council of Michigan Foundations created the K-12 Education in Philanthropy
Project (now known as Learning to Give). The purpose of the project is to perpetuate a civil society by
educating children about the independent sector and to inspire their commitment to private citizen action
intended for the common good. In its initial phase of operations, the Project demonstrated its power to
mobilize the great change agents of American life—our youth. Learning to Give is now seeking
corporate support to launch the program onto the national stage.
Corporate sponsorship will enable us to:
 Implement a national dissemination plan to offer schools and communities access to
Learning to Give resources;
 Complete and test a comprehensive K-12 curriculum that can be adapted to any
educational environment; and
 Build understanding of civic responsibility and individual community service by young people.
Sponsors will be actively and positively associated with a grassroots national movement to create an
enhanced sense of community among our youth. Specifically, Learning to Give will:
 Prominently credit sponsors in all print and media materials publicizing the Project;
 Acknowledge sponsors as national corporate citizens in hundreds of state and
national venues;
 Ensure that sponsors receive branded presence on all multimedia presentations that we develop;
 Recognize sponsors for their stewardship role formally and informally at meetings of
national educational and philanthropic organizations;
 Credit sponsors with integrating Learning to Give into their employee development
programs; and
 Encourage sponsors to participate in Project advisory groups and other affiliated
organizations promoting the Project in the media.
At a time when key traditions important to our way of life are endangered, Learning to Give will transmit
fundamental American values of civic responsibility and community service to our youth. By doing so,
the Project will not only add meaning and abundance to their lives, but will also renew our nation’s
tradition of individual commitment to the common welfare.
For further information, please contact:
Kathryn Agard, Ed.D., Executive Director
Learning to Give
630 Harvey Street • Muskegon, Michigan 49442-2398 • Tel: (231) 767-7206 • Fax: (231) 773-0707
E-Mail: kagard@remc4.k12.mi.us • Website: www.LearningtoGive.org

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                <text>Learning to Give 2001-01 sponsorship opportunity 1. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Originals are at the Council of Michigan Foundations.</text>
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                    <text>The “Learning to Give” Project
The Learning to Give Project is seeking funding to extend and expand the work of the K-12 Education in
Philanthropy Project to a national scale.
With sufficient funding in place the Project will bring a renewed understanding of the value of community
involvement through personal giving back into communities throughout the United States. Applying the
Sponsorship Model.
The Learning to Give Project is designed to be supported by private philanthropy provided by corporate and
foundation sponsors. While the Project will exploit to the extent appropriate any revenue-generating
opportunities created during the course of the Project, it is expected that sponsorships will constitute the
bulk of future Project funding. The Project's approach to its sponsors will be guided by principles first
developed by American public broadcasting to manage sponsors and underwriters of television and radio
programming. Those principles, modified for this project, are that:




Editorial control of the Project and its component parts will rest solely with the Project's principals
(its management and governing bodies).
No funding arrangements will create the perception of editorial control by anyone other than project
principals or that the Project has been inappropriately influenced by its funding sources.
All rights to the Project and its component parts shall remain with the Project's principals.

Within these limits, sponsors and underwriters will be afforded every opportunity to associate their activities
with the vision, mission and goals of the Project and to extend the level of the association through all
appropriate venues.
The Learning To Give Project will be designed to generate a high, positive public relations profile to support
its national outreach objectives. The Project will work to actively raise the awareness of the significance of
public philanthropy among many targeted constituencies as a way to build support for the Project and its
local partners. This environment will provide potential sponsors with significant opportunities to associate
themselves with this attractive, positive, community-focused effort. Specifically, the Project will make
sponsorship an attractive promotion opportunity by:






Generating significant print, Internet and other media materials that will allow sponsors to receive
supporting credit,
Providing the sponsors with a path to building image awareness with American youth,
Actively positioning the Project favorably with opinion-leading demographic groups, among
business leaders and other key constituencies,
Promoting the Project aggressively in national media, and
Creating a positive association between the sponsor and a positive, community-building program
with a nationwide audience.

The Project represents an opportunity of unassailable merit for corporate stewardship by using the
economic power and influence of the private sector to fuel this critical action for the common good through
the independent sector – the nonprofit arena that has produced so many benefits for civic life in America.

�-2Companies and other sponsors that become associated with the Project, through sponsorship, will accrue
both prestige and a large measure of national good will.
Proposed Application of Funds
Funds received to support of the Project will be used to:


Complete, validate, and distribute the full K-12 philanthropy curriculum begun by the K-12
Education in Philanthropy Project,



Establish a national network of regional Project coordinators to facilitate and support state-based
Learning to Give organizations,



Create and disseminate testing tools and textbooks in support of classroom teachers integrating
the Project into their classrooms,



Rebuild and substantially extend the Internet presence of the Project and its utility to teachers,
students, and other interested parties, and



Guide a national movement to develop renewed interest in applying the principles of personal
philanthropy at the community level.

The Project is designed to expand the conventional concept of philanthropy (financial giving) to include
volunteerism (the giving of time and talent to help others). It will also,




Mobilize the natural change agents of American life, its children and youth,
Educate these children about the value of the independent, not-for-profit sector to their
communities and to society, and
Empower children to contribute to that society through their own personal philanthropy.

Learning to Give will also leverage today’s communications technologies to create, distribute and support a
set of educational tools and other resources intended help local communities teach their children the value
of personal philanthropy – the value of giving, serving and taking personal action for the common good of
their community. The Project will work with local supporters and through public schools to integrate a
complete philanthropy curriculum into the existing courseware at all grade levels. The goal is to make an
understanding and appreciation of the value of personal giving a fundamental part of each child’s core
education.

�-3The Operating Plan
Establish a 501(c)(3) Entity
The Project will establish itself as a new 501(c) (3) not-for-profit organization and will assume all of the
existing assets and liabilities of the K-12 Education in Philanthropy Project with the concurrence and
support of Council of Michigan Foundations -- founders of the original Project. This change is intended to
allow the Project to easily establish itself as a “national” entity and enable it to pursue national funding.
Establish A Board of Directors
A Board of Directors with eleven members will provide governance to the Project. The Board will include at
a minimum:




The Executive Director of the Council of Michigan Foundations
The Senior Executive of the Learning To Give Project, and
A representative named by each of the three largest financial supporters of the Project.

It is expected that the Board will meet monthly during the first two years operations and will meet thereafter
as determined to be necessary by the Board.
Establish Additional Advisory Boards
A National Content Advisory Board will be established to review and provide advice on all content
developed by the Project. Members of the Board will be expected to publish articles in professional
journals and other research related to K-12 philanthropy education in support of the Project.
A State Coalition Advisory Board will be established once the Project’s state-based support system is in
place. Members of the Board will be selected from members of the state coalitions participating in the
Project. A system will be adopted to assure that all states have a voice on this Board and that membership
rotates among participating states. The Board will advise the Project on areas of mutual concern and serve
as a communications path between the state-based organizations and the national Project.
Identify National Project Management
All normal management and Project executive responsibilities for the Project will reside with a National
Executive Director who will be selected by and directly accountable to the Board of Directors. The Director
will be empowered to create the national staff necessary to accomplish the Project’s objectives consistent
with budgets approved in advance by the Board.
Learning To Give will utilize the substantial foundation created by the K-12 Education in Philanthropy
Project. From this existing infrastructure the Project it will expand its operating base in 4 distinct areas
consistent with available resources:
1. Management and Operations,

�-42. Curriculum Development, Testing and Assessment,
3. Regional - State Project Dissemination, and
4. Promotion, Development and Professional Training.
Management and Operation Plan
National leadership for Learning To Give will be drawn from the experienced staff brought together to
execute the Education in Philanthropy Project. That core staff will be expanded in several key skill areas to
bring additional operating expertise into the Project. This core staff, structured to be operational effective
and financially efficient, will be expected to utilize a wide circle of sustaining advisors, consultants and
subject matter experts to guide and direct the “national” execution of the Project. The following chart
presents the proposed Functional Organization for the national Project.
Funded By Learning to Give Funded By State Coalitions
Organizational development will proceed according to a Project Timeline from 2001 to 2005 and will be
designed to:







Complete the development, testing and assessment of the courseware needed to support an entire
K-12 curriculum,
Establish a validated procedure for revising and refreshing these materials using outside experts
and feedback from those using the materials in the field,
Optimize the use of the internet as the preferred method of distributing content, class materials and
other Project information to 3 distinct audiences: students, parents, and educators,
Develop and support a national project dissemination strategy through a regional office structure
that will stimulate and support state-based Project Coalitions,
Support the professional growth of educational professionals actively teaching Learning To Give
principles in any environment, and
Build national awareness of and support for the concept of teaching the principles of philanthropy giving, serving and taking personal action for the common good.

The Project expects to make extraordinary use of new internet-based communications tools to make
Project materials available to the widest audiences possible. Project Web sites will be
 Curriculum Development, and
 Testing and Assessment Plan.
The Project will build upon the “value added” approach to philanthropy education established by K-12
Education in Philanthropy Project. This approach infuses the existing school curriculums with philanthropic
enhancements, thereby eliminating the need for teachers to materially change their existing lesson plans.

�-5Content creation takes place in several stages:


First, intellectual content needed for the Project will be drawn from academic work in progress at
graduate schools throughout the country. As the Project scales up to the national level, it will foster
strategic relationships with key universities working in the fields needed by the Project. These
relationships will be essential as an ongoing source of academically sound history, economics,
political science, and geography content related to philanthropy education.



Second, operating within stringent protocols, Project teacher panels will translate the academic
content to age appropriate K-12 lessons and plans. Lessons will continue to be added to the pool
of resources by teachers in professional development institutes, by summer writers, and consultant
writers.



Additionally, teaching support material will continue to be written, such as briefing papers on key
ideas, people, and organizations.

The Project will acquire all existing materials from the earlier project and expand that work into a complete
curriculum and supporting materials. Over 750 lessons have been written or are in various stages of
development. Each completed lesson meets state educational requirements. Every existing lesson has
been reviewed by an independent Fairness Committee and has been field-tested by at least 5 teachers
who have taught the lesson who submit a written evaluation of it to the Project.
The Project will continue the practice of creating quality assurance protocols to govern all content
development and learning outcomes.
Project Dissemination Plan
The project will develop an activist, multi-front plan to promote and disseminate the Project to all potential
interest groups. Specifically, the Project will:




Create a nationwide network of regional offices supporting state-based coalitions in all 50 states
and the District of Columbia, Puerto Rico, and the Virgin Islands,
Exploit the Internet and the world wide web as communication and information dissemination tools
to maximize the reach and economic efficiency of the Project, and
Develop substantial outreach and communications programs to broaden the interest in
philanthropy education to interested public service organizations and others.

Regional Offices
Simultaneous with the completion of the curriculum the Project will move to establish a nationwide outreach
and support infrastructure to disseminate the Project throughout the country. National dissemination will be
organized around ten regions, each led by a Regional Director and managed at the national level by a
National Dissemination Director reporting to the Project Executive Director.

�-6The role of regional directors is to stimulate and organize leadership coalitions in states in their regions.
They will also be responsible for coordinating the efforts of the states and regions into the national program
and providing state organizations with technical assistance. Each Regional Office will be funded with
Learning To Give resources.
Each state coalition (grouped in 5-6 states to make a region) will be locally funded and responsible for
leading and funding the integration of the curriculum into classrooms in their respective states. Learning To
Give national and regional resources will be focused on supporting these state organizations.
Internet Portals
The Project will expand the existing K-12 Web-site so that it can serve as a comprehensive resource for all
audiences interested in the creation and uses of philanthropy education content and collateral materials.
While curriculum materials are being developed within the framework of contributing to a formal K-12
Educational system, they are applicable to many other environments. They can be equally valuable to
youth groups, churches, families, and the service organizations. Project Web sites will be designed to
optimize access to the whole body of materials created by the Project by all interested parties. The Web
site will contain five sets of directions for specific constituency groups to use in leading the development of
a philanthropy education coalition in their state including a nonprofit guidebook, a corporate guidebook, a
foundation guidebook, a university guidebook, and an educational organization guidebook.
When completed, the Learning To Give portal will host three interactive Web sites that will distribute
philanthropic educational content to teachers, students and parents and create online environments where
a national dialogue about individual philanthropy can take place.
Additional Dissemination Strategies
To complement regional efforts and the Web site the Project will execute a broad publication and outreach
plan designed to bring information about the project to the widest possible audience. The Project will:





Publish and distribute newsletters to key educational, philanthropic audiences, and the general
media,
Publish collateral materials that support the philanthropy curriculum and spread interest in the
project, such as posters, bookmarks, tablemats, and pictures for student drawings.
Deliver conference workshops at strategic national conferences related to philanthropy and
education
Continue the Philanthropy Education Network launched by the K-12 Project to develop a
professional identity among the teachers active in the field.

In addition, the Project will assist interested parties mobilize “on the ground” resources to support the
Project’s mission at the grassroots level. The project will help organize and consult with state and
community- based coalitions (comprised of organizations such as service clubs like Rotary International),
universities, philanthropy groups, state associations, teachers and others) who wish to be involved with the
Project.
The Objective of this dissemination model is to combine the depth and commitment of a flexible state and
community- based implementation model (thus creating local demand among vested parties) with the

�-7unparalleled power of the Web and collateral technologies (to meet demand using the most cost-efficient
and effective delivery systems currently available).
Promotion, Development and Professional Training
The success of the Project will depend on the success of its efforts to raise awareness about the need to
renew American interest in personal philanthropy and develop support for that effort throughout the country.
To achieve this goal the Project will undertake a significant promotion campaign to bring the Learning To
Give Project to the attention of many critical constituencies. That campaign will include a national
promotion campaign to build awareness of the program among the general public, a campaign to attract
interest in participating in the Project among local, regional and nation organizations, and a program for
developing continuing profession interest in the Project among classroom teachers.
These efforts will be supported by an active campaign to print and distribute as widely as possible the
materials created by the Project and to leverage the Internet as a content distribution medium.
The Financial Plan
All funds raised in support of the Project will be applied to the general operating expenses consistent with
operating budgets adopted by the Project’s Board of Directors. For planning and budgeting purposes the
Project has established a “preliminary operating budget” that reflects the operating plan outlined above.
Exact details of final spending plans will depend on the priorities set by the Board in the Project’s Adopted
Operating Budgets.

Summary Budget

Salaries &amp; Benefits
Technical Support
State Coalition Development
Web and Internet
Publications &amp; Promotion
Test Development/Assessment
Rent &amp; Office Logistics
Pilot Program
Other, Miscellaneous

Year 1

Year 2

Year 3

Total

$1,620,000
216,000
397,000
368,000
265,000
185,000
195,000
130,000
170,000
$3,540,000

$1,790,000
225,000
550,000
300,000
275,000
240,000
200,000
135,000
342,000
$4,056,000

$2,075,000
235,000
555,000
280,000
75,000
140,000
210,000
140,000
325,000
$4,021,000

$5,485,000
676,000
1,502,000
948,000
615,000
565,000
605,000
405,000
831,000
$11,620,000

�-8Regional Office/State Coalition Schedule
2001
Region V

Michigan
Minnesota
Ohio
Illinois
Indiana
Wisconsin

Region IX

California
Nevada
Arizona
Hawaii

Region VI

New Mexico
Oklahoma
Texas
Arkansas
Louisiana

2002

Region X

Washington
Oregon
Idaho
Alaska

Region I

Connecticut
New Hampshire
Maine
Rhode Island
Massachusetts
Vermont

2003

Region II

New York
New Jersey
Puerto Rico
Virgin Islands

Region III

Pennsylvania
West Virginia
Maryland
Delaware
Dist. of Columbia

Region IV

2004

2005

Mississippi
Georgia
Kentucky
Florida
Tennessee
Alabama
N. Carolina
S. Carolina

Region VII

Nebraska
Kansas
Iowa
Missouri

Region VII

Montana
North Dakota
South Dakota
Wyoming
Utah
Colorado

�-9-

MaineStream Media
419 North Lincoln Street
Arlington, Virginia 22201
E-mail - ltl@MaineStreamMedia.com
C-Phone - 703.597.6946
Fax - 703.528.4941

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                    <text>Date:
To:

Learning to Give
Steering Committee

From:

Kathy Agard, Executive Director

Re:

News

Enclosed are two items that we thought you might find interesting. The first is a
front page, “People Section”, report on the project from the Lakeshore Edition of
the Grand Rapids Press. The reporter did a nice job of capturing the project.
The second is a thank-you letter from one of our teachers, Kathy Veenstra, who
won our new lesson plan competition.
During the next month a new Search Engine will be on the web-site. It will allow
a visitor to search by academic topic (history, economics etc), grade level, key
word, Michigan standard and benchmark, or philanthropy strand. We will have
the prototype for our teacher meeting on Saturday, January 13, 2001. The
search engine should be on the site shortly thereafter.
In addition, we will soon have the first set of Foundation Profiles in the Resource
Room. These are short vignettes on the founders of private foundations. They
include a picture, a short history, a quote or two, and then link to the foundations’
website. We will continue to build this resource as the foundations provide us
with their stories, pictures, and permission to use the materials.
In early February a monograph written for Family Foundations, based on the
lessons and selected resource materials, if being published by CMF. We look
forward to sending you a copy.
Best wishes as we enter this new year!

�</text>
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              </elementText>
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                    <text>Learning to Give
Steering Committee
Dr. Russell G. Mawby, Chairman
Chairman Emeritus
W.K. Kellogg Foundaion

Ms. Barbara J. Getz
Executive Director
The Gerber Foundation

Dr. Valerie A. Becker
Senior Manager, National Education Programs
DaimlerChrysler Corporation
Committee Chair, Mich. Chamber of Commerce
Mich. Business Leaders for Educ. Excellence

Ms. Elizabeth Gibbs
Community Service Coordinator
Lahser/Andover High School

Dr. Dwight F. Burlingame
Associate Executive Director
Center on Philanthropy
Indiana University

Ms. JoMarie Goerge
Program Associate
The Fetzer Institute
Dr. Anne L. Hansen
Education Consultant

Mr. Kyle Caldwell
Executive Director
Michigan Community Service Commission
George W. Romney Building, 4th Floor

Ms. Dorothy A. Johnson
President
Alhburg Company
President-Emerius, Council of Michigan Foundations

Mr. C. David Campbell
President
McGregor Fund

Mr. James A. Kelly
Educational Consultant
Former President
National Board for Professional Teaching Standards

Mr. Robert S. Collier
President
Council of Michigan Foundations
Ms. Julie F. Cummings
Trustee
Max M. and Marjorie S. Fisher Foundation
Ms. Adrian Davis
Executive Associate, Assessment Development
National Board for Professional Teaching Standards
President-elect
National Council for Social Studies
Mr. Thomas Dolan
Curriculum Director
Romulus Community Schools
Mr. David O. Egner
President
Hudson-Webber Foundation

Ms. Susan Kelly
Director-Public Affairs
Hudson's
Mr. John S. Lore
Volunteer
Former President
National Society of Fund-Raising Executives
Mr. Ken Mareski
Instructor
East China Schools
Representative
Michigan Council for Social Studies
Dr. Susan Meston
Deputy Superintendent
Muskegon Area Intermediate School District
Dr. Joel J. Orosz
Program Director
W.K. Kellogg Foundation

�Learning to Give
Steering Committee

Ms. Linda B. Patterson
Executive Director
Dyer-Ives Foundation
Dr. John W. Porter
President
Urban Education Alliance, Inc.
Trustee, Charles Stewart Mott Foundation
Ms. Sheila Potter
English/Language Arts Consultant
Michigan Department of Education
Ms. Stella Raudenbush
Director, K-12 Service Learning Center
Educational Studies Department
University of Michigan

Staff:
Dr. Kathryn A. Agard
Executive Director
Ms. Barbara Dillbeck
Teacher-in-Residence
Ms. Rita Higgins
Marketing and Public Relations Director
Ms. Judy Wright
Executive Secretary

Mr. Jim Sandy
Director, Education Excellence Program
Michigan Chamber of Commerce
Mr. Sam Singh
President
Michigan Nonprofit Association
Ms. Kathleen Straus
Chair, State Board of Education
Michigan Department of Education
Ms. Karen R. Todorov
Social Studies Consultant
Michigan Department of Education
Ms. Susan Wally
Vice President of Education
Ewing Marion Kauffman Foundation

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                    <text>LTG_Proposed Reach Worksheets

New Teachers Trained through Institutes
Cumulative Numbers of Teachers Trained
Teachers Reached through In-service Workshops
New Teachers Trained Online
Cumulative Number of Teachers Trained Online
Total Teachers Involved

450
450
13,500
1,500
1,500
17,400

2001
Number of States
Total Teachers Involved
Elementary Students
Secondary Students
Total Students Reached in Classrooms

Parents Reached Nationwide

15
17,400
261,000
1,305,000
1,566,000

750
1,200
36,000
2,500
4,000
44,450

1,020
3,220
96,600
3,400
7,400
111,640

2002

2,003
10
9
44,450
111,640
666,750 1,674,600
3,333,750 8,373,000
4,000,500 10,047,600

1,260
3,480
104,400
4,200
11,600
124,940

1,560
5,040
151,200
5,200
16,800
179,800

2,004

2,005
8
10
124,940
178,396
1,874,100 2,675,940
9,370,500 13,379,700
11,244,600 16,055,640

3132000

8001000

20095200

22489200

Audience
2001
States and Territories
15
Potential State Market
Total Teachers Involved
17,400
Potential Teacher Market
Total Students Reached Nationwide
1,566,000
Potential Student Market in States for that year
21,428,000
Potential Parent Market in States Reached for that year
43,000,000
Total Parents Reached Nationwide
3,132,000
Total
4,715,400

2002
10

2003
9

2004
8

44,450

111,640

124,940

4,000,500
4,105,000
8,000,000
8,001,000
12,045,950

10,047,600
7,246,000
14,000,000
20,095,200
30,254,440

32111280

5,040
13,390
401,700
16,800
41,300
478,230

Total
52
476,826
7,152,390
35,761,950
42,914,340

85828680

2005 Total
10
178,396

52
52
478,230

Percent Reached
100%
17%
3,178,000

11,244,500 16,055,640 42,914,340
9,460,000 3,842,000 46,081,000
19,000,000 7,000,000 92,000,000
22,489,200 32,111,280 85,828,680
33,858,640 48,345,316 129,221,250

93%
93%

Estimates based on the proposed plan as rolling-out in phases. The total numbers would be reached in the first two years with sufficient funding.
The number of teachers by state his not readily available.
The estimates include public schools only. Private schools and home schooled numbers of teachers and children will expand the potential market.

December

1 of 2

�LTG_Proposed Reach Worksheets

The numbers do not include Puerto Rico, Virgin Islands, or Washington DC. The market is larger than indicated as a result.
Parents are roughly estimated as two parents per child. This number would be modified because more than one school-aged child would be in a family,
but is also modified by the fact that many children only have one parent involved in their schooling.
Number of Teachers Involved
Number of States
New Teachers Trained through Institutes
Cumulative Numbers of Teachers Trained
Teachers Reached through In-service Workshops
New Teachers Trained Online
Cumulative Number of Teachers Trained Online
Total Teachers Involved

2001
15
450
450
13,500
1,500
1,500
17,400

2002
10
750
1,200
36,000
2,500
4,000
44,450

2003
9
1,020
3,220
96,600
3,400
7,400
111,640

2004
8
1,260
3,480
104,400
4,200
11,600
124,940

2005 Total
10
52
1,560
5,040
5,040
13,390
151,200
401,700
5,200
16,800
16,800
41,300
178,396
478,230

Teachers Trained Through Institutes
Institutes are face-to-face three day professional development experiences that orient classroom teachers to the teaching of giving and serving. These
graduates then become “Teacher Consultants” in their state.
Cumulative Teachers Trained
Each year new teachers are added to the teacher pool and the teachers who are already Teacher-Consultants remain involved through the Philanthropy
Education Network.
In-service Workshop
Each Teacher-Consultant commits to providing at least two in-service experiences for other teachers. For the purpose of example, it is assumed that 30
teachers per state per year will go through the professional institute and that each of the graduates will provide two further in-service experiences with 15
teachers in each in-service.
Online Education
The institutes will be translated to an online environment for teachers nationwide to have access to an online tutorial regarding using the lessons.
Continuing education and graduate education credits will be sought for this online training. It is estimated that a minimum of 100 teachers per state per
year will be involved in online education.

December

2 of 2

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                    <text>LTG_Proposed Reach Estimates

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

February 2001

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

Page 1 of 1

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                    <text>Background Data
Education Week
January 2000

Estimated Reach of the Project
These are direct reach estimates and the number do not include the casual
use access to the materials available on the web-site.
Audience
States and
Territories
Potential State
Market
Total Teachers
Involved
Potential
Teacher
Market
Total Students
Reached
Nationwide
Potential
Student
Market in
States for that
year
Potential
Parent Market
in States
Reached for
that year
Total Parents
Reached
Nationwide
Total

2001

2002
15

2003

2004

10

9

2005
8

Total
52

10

Percent
Reached
100%

52
17,400

44,450

111,640

124,940

478,230

178,396

17%
3,178,000

1,566,000

4,000,500

10,047,600

11,244,500

16,055,640

42,914,340

21,428,000

4,105,000

7,246,000

9,460,000

3,842,000

46,081,000

43,000,000

8,000,000

14,000,000

19,000,000

7,000,000

92,000,000

3,132,000

8,001,000

20,095,200

22,489,200

32,111,280

85,828,680

4,715,400

12,045,950

30,254,440

33,858,640

48,345,316

129,221,250

Estimates based on the proposed plan as rolling-out in phases. The total numbers would be
reached in the first two years with sufficient funding.
The number of teachers by state his not readily available.
The estimates include public schools only. Private schools and home schooled numbers of
teachers and children will expand the potential market.
The numbers do not include Puerto Rico, Virgin Islands, or Washington DC. The market is larger
than indicated as a result.
Parents are roughly estimated as two parents per child. This number would be modified because
more than one school-aged child would be in a family, but is also modified by the fact that many
children only have one parent involved in their schooling.
Number of Teachers Involved
2001
2002
Number of States
15
10

2003

2004
9

2005
8

Total
10

52

93%

93%

�New Teachers
Trained through
Institutes
Cumulative
Numbers of
Teachers Trained
Teachers Reached
through In-service
Workshops
New Teachers
Trained Online
Cumulative
Number of
Teachers Trained
Online
Total Teachers
Involved

450

750

1,020

1,260

1,560

5,040

450

1,200

3,220

3,480

5,040

13,390

13,500

36,000

96,600

104,400

151,200

401,700

1,500

2,500

3,400

4,200

5,200

16,800

1,500

4,000

7,400

11,600

16,800

41,300

17,400

44,450

111,640

124,940

178,396

478,230

Teachers Trained Through Institutes
Institutes are face-to-face three day professional development experiences that orient classroom
teachers to the teaching of giving and serving. These graduates then become “Teacher
Consultants” in their state.
Cumulative Teachers Trained
Each year new teachers are added to the teacher pool and the teachers who are already
Teacher-Consultants remain involved through the Philanthropy Education Network.
In-service Workshop
Each Teacher-Consultant commits to providing at least two in-service experiences for other
teachers. For the purpose of example, it is assumed that 30 teachers per state per year will go
through the professional institute and that each of the graduates will provide two further in-service
experiences with 15 teachers in each in-service.
Online Education
The institutes will be translated to an online environment for teachers nationwide to have access
to an online tutorial regarding using the lessons. Continuing education and graduate education
credits will be sought for this online training. It is estimated that a minimum of 100 teachers per
state per year will be involved in online education.
Cumulative Number of Teachers Trained Online
Each year new teachers are added to the teacher pool and the teachers who are already
Teacher-Consultants remain involved through the Philanthropy Education Network.

Student Reach
2001
Number of States
Total Teachers
Involved
Elementary
Students
Secondary
Students
Total Students
Reached in

2002

2003

2004

2005

Total

15
17,400

10
44,450

9
111,640

8
124,940

10
178,396

52
476,826

261,000

666,750

1,674,600

1,874,100

2,675,940

7,152,390

1,305,000

3,333,750

8,373,000

9,370,500

13,379,700

35,761,950

1,566,000

4,000,500

10,047,600

11,244,500

16,055,640

42,914,340

�Classrooms
For the sake of projection, it is estimated that half of the teachers would be in K-5 environments
reaching 30 children each year in their classroom. Half of the teachers would be in grades 6-8
environments where children move from classroom to classroom. A secondary teacher would
reach approximately 150 children per year.

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                    <text>Diane,
Executive Summary-Overview
We would like the Executive Summary as it is without any additional charts. The
fact that the report is separately bound from MSU helps us a lot with our funding,
and it is well written as is. If we could have 100 copies that would be great (if this
is more than you are funded for….let me know and we will pick up the additional
cost).
If you are comfortable, I would love to report the data on outcomes as either a
separate component or an addendum to this report. It is the one we will use to
new funders.
Full Report
2-4 pages of outcomes (attached)
Indiana’s report (we do not have electronically, I will ask Judy to retype and send
it to you via e-mail as an attachment)
Susan’s abstract (I will ask her to send)
In the full report, if Brian could review some of the charts to report out the top two
responses rather than just the top one response….that should dramatically
change the perception from the casual reader re: the effectiveness of the Project
without massaging the data too much. If, as a researcher, he would like to keep
the single response reports….that would be ok as long as the follow-up charts
are added showing the top two responses. (If this doesn’t make sense…give me
a call).
Quantity
100 Overviews
50 Full Reports
Thanks.

�K-12 Education in Philanthropy Project
Council of Michigan Foundations
Report on Outcomes
1997-2000
Curriculum Development
1997
Identified student learning outcomes
None
in philanthropy by grade level
Developed and edited four strands
Developed and edited nineteen standards
Developed and edited 107 benchmarks per grade level (321 total)
Created framework for K-12 philanthropy education
K-12 Lessons and Units Teaching
None
the Philanthropy Benchmarks
120 lessons K-12 completed and online
90 lessons in final edit
300-500 in draft form
Created lesson template including service-learning
component and parent involvement components
Reorganized MDE social studies benchmarks for State
Pool of field-test teachers evaluating
None
philanthropy lessons K-12
900 teachers in 36 states evaluating lessons
120,000-140,000 students exposed to a lesson in their classroom
Lexicon of Key Terms in Curriculum
Initial draft completed

None

Briefing Papers on Concepts, People
and Organizations
Eighteen papers published
100 papers in progress
Created template for briefing papers

None

Standardized Tests on Philanthropy
Initial test format framed
Test questions drafted

None

�Teacher Professional Development
K-12 Teachers in Philanthropy
None
120 K-12 Teachers trained as philanthropy Teacher-Consultants
Teacher in-service training in
None
philanthropy education
1999 Summer institute CMU
2000 Summer institute CMU
2000 Summer institute Kansas City
2000 Summer institute Berrien County, Michigan
Secured graduate credit
CMU and U of Missouri
Secured continuing ed. credit from MDE
Created and tested teacher professional development curriculum
Identified and secured faculty
Created and published teacher professional development materials
Classroom Support and Original
Teaching Materials
History/Philanthropy Timelines
U.S. History
Michigan History
World History

Almost None

Annotated bibliography of children’s literature by grade level
Calendar of philanthropic events during the year
Bookmarks of philanthropists
New book for Family Foundations that uses the curriculum
Three original songs on philanthropy for students
“Student Service in Philanthropy Project” curriculum donated to the site
Arizona Community Foundation middle school curriculum donated to the site
Philanthropic quotations
Speeches and Interviews Specifically for the Project
John Gardner-Why Teach Philanthropy in Schools
Bill Richardson-Teaching Philanthropy
Curt Meadows-The Philanthropic Tradition

�Multiple links to related web-sites
High school textbook, CD-Rom, web-site material under development: including
a teacher guide, student guide, and parent guide

Other Resources
Original research on parent involvement initiatives completed and due to be
published
Baseline research on the status of service-learning in Michigan being completed

�</text>
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                    <text>K-12 Education in Philanthropy Project
Evaluation Report: Journals Round 5
Spring 2000
Mark Wilson, Ph.D.
Michigan State University
The K-12 Education in Philanthropy Project engages teachers from across the state in the
development of educational programs and materials. As part of the evaluation process we ask
teachers periodically to write about their experiences. The aim of the journals is twofold, first, to
capture feedback from teachers about the process and content of their work, and second, to
provide an opportunity for participants to reflect on the progress of the project. The journals
provide a chronicle for us to understand the progress of the project, as well as to identify the
factors important to its success.
Round 5 asks 4 questions, all seeking written comments. In addition, Round 5 surveyed existing
and joining teachers, with two similar questions directed to each group and remaining questions
targeted to the experiences of the Matrix and Summer teachers. Responses came from 24 Matrix
teachers and 10 Summer teachers. The questions and a summary of responses are detailed in this
report.

Q1. In your students do you see any evidence of their understanding or actions resulting
from the philanthropy elements of the curriculum?
This question was directed to both groups of teachers, with little difference between the
responses. Not surprisingly, the Matrix teachers had implemented their lessons over a longer
period and reported more examples. Teachers report students being interested, excited and
engaged by the lessons on philanthropy. Students are more aware of themselves and their
communities, and their ability to make a contribution to making their schools and neighborhoods
better. Overall, the evidence cited can be listed in several categories.
First, students recognize and use the terms associated with philanthropy, with comments from
teachers such as;
“They understand and use (philanthropy) correctly. They use it appropriately
and apply it to subject areas other than the one they learned it in.”
“Frequently, I hear my students cry out ‘That’s philanthropy’, during the reading
of a piece of literature or an event in history. What pleases me is that I never ‘set
up’ these responses. The students recognize philanthropy quite naturally now.”

1

�“Students are using the term philanthropy. Students understand actions that are
philanthropic.”
“The students are quick to identify examples of philanthropic activity, their own
and others. Some students can identify philanthropy (without prompts) in a
historical context.”
“Students are relating philanthropy (and service learning) to units on economics
and geography. It has become almost routine for many of my students to look for
solutions when confronted with problems.”
“They can point to it on the playground, in the classroom, and at home.”
“..students used the word philanthropy in their writing for the MEAP.”

A second set of achievements relate to students putting philanthropy into action in their schools
and communities:
“My students are actively involved with helping others through fundraising,
donating their time and talent, tutoring, picking up trash, sweeping floors etc.”
“This term 3 students lost their homes to fire but were still willing to help others
by raising dollars for the March of Dimes. They stated that they felt they should
still help because other groups, like the Red Cross, were helping them right now.”
“The students are invariably finding their own ways to implement philanthropy in
their daily lives.”
“There has been an explosion of volunteer activity in the school – many factors
are probably involved – but the lessons on philanthropy are definitely one
factor.”

The third set of factors is broader, associated with students’ own personal development and the
way that understanding philanthropy has shaped personal growth. For example:
“I have students doing very poorly at the middle school level but who are
attending regularly so they will be able to ‘tutor’ their kids and help them.”
“They show a caring attitude – desire to please but also do actions to support
others when we do a philanthropy unit. They quickly forget kind acts unless
repeat lessons are used.”
“Students have learned valuable lessons of life from these lessons.”

2

�“Students are more aware of opportunities to volunteer and also seem to
understand the importance of volunteerism and philanthropy to our society.”
“Students have become involved in YAC – community foundation work. Students
have given much to their community.”
“Respect, caring for one another, sharing concern for others’ safety, happiness,
and general well-being.”

Q2a What stand out as the major lessons learned from the project? (Curriculum
development, computers, philanthropy . . )
The Matrix teachers were asked this question to sum up their overall experience in the project.
Many note that the entire project was significant for many reasons, with the following quotes
capturing common themes:
“The whole process was fascinating to watch as it developed – the group forming
and working hard towards a common goal – the struggle to learn how to use a
computer, develop curriculum and assessment – a very valuable personal and
professional experience.”
“As an educator I have learned so much from the others I have worked with. The
diversity of this group and what it has accomplished underscores the importance
of honoring and valuing a broad diverse population. It is a group rich in talent,
expertise and commitment to a very worthwhile project.”
The responses can be classified into four groups. First, teachers identify their knowledge of
philanthropy as the major lesson from the Project.
“The definition of philanthropy – a deeper understanding of what it is.”
“I have gained a better understanding of how important philanthropy has always
been in my life. I have never identified quite in the same way before.”
“A greater understanding of the nonprofit sector. Namely that it is a viable
career option.”
“Philanthropy has been the medium, therefore much has been learned about
philanthropy.”
Second, the knowledge of computers remains a significant lesson for teachers. After the trials of
learning and using computers and the Internet, the technology is now recognized as an important
element of their learning:
“Learning to use the computer as a user friendly tool.”

3

�“Computers, definitely! I never would have gotten ‘comfortable’ with them
otherwise (I’m really not comfy enough yet!).
“Computers, computer, computer. I had no knowledge of the computer. Now I
am doing much better at locating valuable information. I wish I had more time to
explore.”
“Computer knowledge – great progress made from illiterate to functional.”
“Computers – I was forced to step out of my box.”
“There was no way I could have learned the bare basic computer skills I now
have (without) being assisted in getting my lessons into this format.”
The third set of lessons stems from the process of developing the curriculum, and the
professional development that was integral to the design and implementation of the
project. In addition to the lessons on philanthropy, many teachers valued highly their
ability to understand and develop curriculum and assessment tools. Comments included:
“I have learned to analyze and understand lesson plans 9especially paying
attention to cultural fairness). I have also learned a lot about assessment (how to
write fair questions and organize a ‘standardized’ assessment.)”
“Curriculum development. They teach us in undergrad but when do we ever use
it? This was a great applied teaching tool!”
“I have gained a better understanding of working on and developing
curriculum.”
“It caused me to reevaluate what others were marketing. I now adapt lessons
rather than taking them at face value.”

Q2b Looking back, how do you assess the Summer Institute? Do you have any
recommendations to make for organization or content of future Institutes?
This question was directed to the Summer teachers to learn of their experience with the Summer
Institute several months after its completion. Teacher comments are divided into two groups,
overall assessment, and recommendations for the next institute. In general, all experiences seem
to have been very positive and supportive of the program, with comments such as:
“It was very complete and first class all the way.”
“For me it was a fabulous experience. Well organized and well planned.”

4

�“Philanthropy – I was basically clueless when we started this. Now I know a lot,
and so do my students.”
“Outstanding – it was an inspiring professional experience providing great
learning and collaborative opportunities.”
“Excellent!”
“I learned an awful lot at the Institute.”
In terms of the next seminar there were several suggestions made, usually concerning having
more time for assignments and collaboration. Recommendations include:
“Time to work together to clean up lesson plans and ideas.”
“I would have liked more information/preview about my role as a lesson plan
writer. Had I brought resource/teaching materials with me, I feel I would have
been more productive and efficient.”
“We may need to spend a little more time on presentation technique for nonexperienced presenters.”
“I wish there was more time during the Institute to develop all of the lessons and
units. Too much left undone.”
“Hold back a little content. One day’s worth was overwhelming .. . the week’s
worth became hard to manage.”
“Your way of doing things is incredible, but there’s no-one to even ask for help
near me.”
“I think an (optional0 session on grant writing would be helpful.”

Q3. Do you use the Listserv? How could it be more useful for you?
The Listserv does not seem to receive a lot of attention from teachers or to be a significant part
of the project’s infrastructure. This question was directed to both groups of teachers. Of the
Summer teachers, more than half do not use the system. Several noted that they did not know
how to use it, while others said they did not have the time to access the Internet. For the Summer
teachers, only several made recommendations and comments, suggesting that it will be used
more when lessons are implemented, and that it may be necessary to promote its use. The Matrix
teachers used the Listserv more often, but again the sense was that it was not a central resource.
There seemed to be some confusion in responses, seeing the Listserv as the same as e-mail.

5

�Those who used the Listserv found it valuable when collaborating on lessons or projects, and
note that it is an efficient way to communicate:
“I have used it during the time we were meeting once a month on curriculum and
assessment.”
“The Listserv is great – I could no longer go back to mail or fax. E-mail is the
most efficient use of communication, and Listserv is an even more efficient use of
my time.”
“I use it to reply to other members, but do not readily send information to all
participants.”
“Yes – it saves lots of time.”
The lack of use seems to stem from uncertainty about how the system works and what it should
be used for. While not stated by teachers, the reticence about Listservs may be associated with
the general need for comfort with computers discovered during the first stage of the project.
Comments about use/non-use of listserv include:
“Originally I used it often, but that was before others understood the concept.
Many still do not understand the value of communicating ideas and asking
questions on a Listserv. I think the idea was foreign for the majority of project
members. It would become useful only if more people used it.”
“I do not use except for receiving incoming e-mail messages.”
“I would use the Listserv if I had more examples of appropriate uses for it.
Currently, it seems like the most I know about it is that it shouldn’t be abused.”
“As people get their own e-mail address it may be easier to communicate as it
was hard to get through to MSU.”
“I have used it rarely because I am still not sure of the advantages.”
“It is difficult for me to get online during normal hours.”
The comments on use of the Listserv suggests that it is not well understood as a system, and that
time may be needed at project meetings to discuss how and when to use the Listserv. A second
issue may be problems getting online or not being a regular e-mail user. The value of e-mail, in
particular, depends upon a critical mass of any organization being regular users. That way, when
messages are sent out the, senders know that their colleagues will see their message. Also,
Listserv users will know to check their e-mail as it is likely that they will have mail. If a Listserv
is used sporadically, it does not appear to be a current or useful resource.

6

�Specific recommendations for the Listserv are to break it down to more specific, easily defined
subsets of the Project. This would increase the relevance of traffic and emphasize the value of
the system:
“Update list and curriculum appropriate age levels – geographic.”
“Could it be broken down by grade levels, geographic areas etc?”

Q4a In the coming year, what are your plans for continuing philanthropy education in
your school?
Without exception, every teacher noted that they plan to continue teaching about philanthropy
and continuing to be active supporters of the projects mission. Many also state that they will go
beyond the teaching of the prepared lessons, to develop further materials and to extend the work
that they started under the project. Among the plans for the coming year are:
“I hope to continue with the service learning project with the curriculum. We have multi-age
‘angel groups’ that meet once a month in our school. We meet with a project to do monthly …
for a local soup kitchen.”
“I believe in the project and the value of teaching philanthropy. I will continue to incorporate
my lessons in the curriculum.’
“I will continue finding pieces that will add to and enrich what I have already started.”
“It has become the theme of our grade level and I have the support of the team of teachers I
work with.”
“I want all students to be lifelong philanthropists. I will teach, show, give, help from the heart
and hope my students will role model after me.”
“Continue teaching students about philanthropy and providing opportunities for practice.”
“The lessons will be incorporated into 3 required classes at the high school; government,
American history, and integrated social studies.”

Q4b What form of meeting works best for you? How often would you like to meet as a
group in the coming year?
This question was directed to the Summer teachers. The responses suggest that 2-3 meeting per
year would be best, with several suggesting a meeting each semester with one meeting in the
Summer. In general, the Saturday meetings seem to be working, with no-one saying it was not a
good choice of meeting day. One teacher suggested that a computer lab be one of the elements
of the meetings to improve computer skills and to offer one on one instruction.

7

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