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                    <text>Evaluation Team-Planning Meeting
Friday, September 15, 2000
Kellogg Center Centennial Room
Lansing, MI

Attendees:

MSU: Bob Church, Bob Floden, Leah Kirell, Brian Silver, Mark Wilson,
Diane Zimmerman,
Eaton County ISD: Connie Donovan, Larry Casler
K-12 Project: Kathy Agard, Barbara Dillbeck, Rita Higgins, Tom Hirsch,
Dennis Van Haitsma

Student Products (Bob Floden, Leah Kirell)
• Pilot Sites
• Project Teachers
• Field-Test Teachers
1. Examples of what students can do
a. Collect
b. Rubric for assessing quality of student work
c. Assess over time
d. How much they can do over time
e. Tie in to Field Tests/ Assessment Tests
f. Evaluate lessons &amp; curriculum
2. For evaluation, paper products preferred. For presentations, video and digital can be
powerful.
3. Need to allow for classroom and group products.
4. Search for exemplary products
5. Collective &amp; Individual Products
6. Many of the things that students are producing are in MEAP-like format
MEAP – Student / Teacher Outcomes
1. Helps address content standards and benchmarks.
2. Point out connections to the Framework &amp; Standards in Michigan
3. Benefit teachers get by having / seeing quality lessons.
4. Analysis of the philanthropy lessons against the SOC benchmarks. Determine how many
are covered by current K-12 lessons
5. Data Display in math.
6. Measuring
a. Deep knowledge
b. Substantive conversation
c. Links beyond the classroom
7. Professional Development Experience for Teachers—Craft of teaching (teachers learn
competencies and become peer educators, as well).
Survey of Selected Students
1. Short survey (some attitudinal piece re: students)
Pilot Schools
Evaluation MeetingK-12 Education in Philanthropy Project

9-15-00

�NEW - School Climate measurement (environment, safety)
• Parent, Student, Teach (Pre &amp; Post / During)
• Must be tracked over time and also track how many of the lessons are being used
• When to survey? Immediately after lesson is taught or later?) Immediacy &amp; “other” variable
issues
• Cautionary Note: Hard to evaluate given no control over numerous other variables.
Teacher Outcomes (Brian Silver)
1. Survey of Project Teachers / Pilot Teachers (Questions will need to be different).
a. Evaluation of recruitment &amp; training
b. Their motivation and commitment
c. Their competencies (journal stories re: their role in their schools)
d. Use of our resources (Web, materials, meetings)
e. Their evaluation of resources
f. Problems/sggestions/feedback
f. overall evaluations
Two Surveys
1. Project
2. Pilot Teachers
a. BOTH MEAP AND TEACHER OUTCOMES - Greater exposure to concepts of
Standards &amp; Benchmarks
Teacher Journals / Quarterly (Mark Wilson)
1. Role of individual
a. Motivation
2. Curriculum
• How developed
• What I liked
• Problems)
3. Student experience (filtered by teachers)
4. School experiencediscover the social context (e.g., lack of administrative support
because finding substitute teachers a problem)
Consider Journal activity for one quarter with Pilot teachers (Journal provides “early
warning” benefits to fine tune Project progress).
Outcome
1. Evidence that curriculum successfully implemented somewhere.

Evaluation MeetingK-12 Education in Philanthropy Project

9-15-00

�Pilot Schools Plans
• Survey start / finish
• Meetings (3x per year)
• Onsite Observation (MSU)
• Essays
•

Survey Current Project Teachers at last K-12 Project Teacher Meeting of School Year)

Stakeholder Perceptions / Stakeholder Interview (Diane Zimmerman)
• 2001
• 2003
Field-Testing Lesson Evaluations (Tom Hirsch)
Discovers questions about the lessons (very positive feedback to date)
Pilot Schools (Tom Hirsch)
• Survey which will focus on evaluating the lessons
• Climate
• Ease of use
• Do teachers use as time goes on?
• Do they go to the Web to get new lessons?
Standardized Test Development for Grades 5, 8 &amp; 11 (Tom Hirsch)
• Less than an hour in length (an add-on)
• How well the curriculum is being taught in the school (Program evaluation)
ISD Feedback
• Links to Service-Learning &amp; Core Curriculum – ease of linking (From Connie Donovan)
• Lansing is ripe for K-12 Project per Larry Casler. Contact Dr. Nino Rodriguez &amp; Sherry
Miller (new deputy principal)

Brian Silver:

Not as much energy / resources into original Project teachers – new focus on the
pilot school evaluations

Use journals to keep the pulse on Project teacher feedback…
Focus on best way to evaluate the Pilots—next phase.
January / February – Meeting to collect Pilot Student Work
Project Teacher Student Work to be collected at similar time frame
Classroom Teacher/Student Video Segments -- MSU Journalism &amp; Communications contacts a
possibility
Tom, Dennis &amp; Barbara will do a list of Pilot School questions, etc. and feed back to whole
group.
Evaluation MeetingK-12 Education in Philanthropy Project

9-15-00

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                    <text>Council of Michigan Foundations
K-12 Education in Philanthropy Project
Evaluation Team-Planning Meeting
September 15, 2000
Centennial Room-A
Kellogg Center
Michigan State University
9:00 a.m.-11:00 a.m.
Welcome
Self-Introductions

Bob Church

Review of the Next WKKF Evaluation Questions
Purpose of this Meeting

Kathy Agard

Review the Planned Evaluation Measurements

Dianne Zimmerman

Student Outcomes
Analysis of Student Products-Bob Floden, Leah Kriell
Analysis of MEAP tests
ught
Survey Selected Students
Teacher Outcomes
Survey Research of Project Teachers-Brian Silver
Teacher Quarterly Reflection Journals-Mark Wilson
Onsite Observation of Lessons Being Taught
Development of Evaluation Tool for Teacher-Consultants
Stakeholder Perceptions
Stakeholder Interviews-Bob Church
Ongoing Consultation
Review of Planned Assessment Measurements
Field-testing of lessons
Pilot school process
Standardized test development

Tom Hirsch

Additional Measures
Tracking “deliverables”

Kathy Agard

Discussion of How to Knit the Evaluation Together
Adjourn

�K-12 Education in Philanthropy Project
W.K. Kellogg Foundation Approved
Evaluation Questions

Evaluation Questions
Did the Project achieve its anticipated outcomes?
Does each benchmark have a unit or lesson teaching that item? Did the summer
residential institutes bring 130 new teachers on board?
Are briefing papers published on major topics of the curriculum?
Has a partnership been reached that provides financial support to the Project?
Was further funding received to complete the work of the plan in its full
articulation?
How has the commercialization strategy worked in supporting the Project, and
reaching key audiences directly, as well as through schools?
How did the Project evolve during the implementation in this three-year cycle?
Did the Project emerge as a Standard Setter for philanthropy education?

�Meeting Attendees:
MSU EVALUATION TEAM
Dr. Robert L. Church
University Outreach
Dr. Robert Floden
College of Education
Leah Kriell
College of Education
Patricia P. Miller
University Outreach
Dr. Brian D. Silver
Institute for Public Policy and Social Research
Dr. Mark I. Wilson
Institute for Public Policy and Social Research
Dr. Dianne Zimmerman
University Outreach
K-12 STAFF and ASSESSMENT CONSULTANT
Dr. Kathy Agard
Executive Director
Rita Higgins
Marketing and Public Relations
Barbara Dillbeck
Teacher-in-Residence
Dr. Dennis VanHaitsma
Michigan Representative
Dr. Thomas Hirsch
Assessment and Evaluation Services
Eaton County Intermediate School District
Larry Casler
Student Assessment
Connie Donovan
Career Planning/Service-learning

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                    <text>K-12 Education in Philanthropy Project
Evaluation Report: Journals Round 6
Summer 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 6 asks five questions, four seeking written comments and one scaled response to
questions about computer literacy. In addition, Round 6 surveyed three groups: 1) the Summer
Institute participants (21 responses); 2) the Kansas City program (22 responses); and 3) the
Berrien Springs group of teachers (13 responses). The questions and a summary of responses are
detailed in this report.

Q1. What prompted you to participate in the K12 Education in Philanthropy Project?
This question sought motivations for participation in the Project. Responses can be placed into
three groups: 1) community commitment; 2) professional expertise; and 3) further education.
Each of these groups of responses is discussed below, including differences between the three
Project events.
First, the most common motivation for teachers is their interest in serving their community and
developing a sense of commitment to community in their students. This response was strongest
in the Kansas City group (two-thirds noted this interest) but also important for the other groups,
with over half of the teachers in each group citing a commitment to community. Teacher
comments included:
“I feel a tremendous sense of pride and satisfaction involving myself and students
[in community projects]. I have a passion for this and want to make a lifelong
difference in other’s lives.”
“I want to get kids involved in changing our negative world.”
“I would like to begin to explore ways to help children become lifelong ‘givers’
rather than lifelong ‘takers’.”

1

�“I feel we all improve ourselves and those we deal with by giving back.”
“Young people need to have meaning in their school experiences.”
Second, many teachers saw the Project as a way to gain professional expertise and to develop
their teaching and curriculum development skills. For example:
“I am interested in the connection between themes in a philanthropic curriculum
and hands on application in a drama/public speaking/video setting.”
“This was one way to begin to think about teaching the Core Democratic
Values.”
“To gain more experience that will help me as a professional in the future.”
“I wanted to learn and practice lesson plan/unit plan structures that utilize a
service learning methodology.”
“My concern about how my community was addressing the needs of people who
were not in the ‘mainstream’ economically.”
“I want to know how to do a better job of making service learning a priority.”
“I wanted to learn ways to incorporate the fine arts into my classroom. The
philanthropy aspect was an added bonus to bring more awareness into my
community of giving instead of expecting.”

The third motivation, noted by several teachers, was to learn more about philanthropy, such as:
“To learn more about philanthropy work and how to incorporate it better into my
curriculum.”
“I want to learn more about how the philanthropic sector works in our society.”

Q2. What are the professional and personal goals you would like to achieve through
the Project?
Teachers were asked about their professional and personal goals for participating in the
project. Professional goals predominated in responses, and can be divided into:1)
incorporating philanthropy; 2) teaching and curriculum; and 3) citizenship. No distinct
patterns emerged across the three groups in their responses to this question.

2

�The desire to incorporate philanthropy into the curriculum was noted by most of the
teachers as a major goal of their participation in the Project. Comments include:
“To help classes connect to their community.”
“I want to learn how to incorporate service learning in the classroom and involve
students in the project.”
“To increase my knowledge so that I can continue to motivate and make a
difference in the lives of my students.”
Many teachers were also eager to learn more about teaching as a craft and profession, and
to develop new skills around teaching and curriculum development.
“I would like to become a better teacher.”
“Confidence in the implementation of service learning.”
“To become more familiar with benchmarks in curriculum and to network with
other educators.”
“I am hoping to gain techniques/strategies on how to teach the concept of
philanthropy to my students so that they may become lifelong contributors to their
communities.”
“I would like to acquire more ideas and lesson plans to use with my class.”
“Gaining new techniques keeps the teaching process new and exciting.”
“Have more opportunities, experience, and credentials for doing in-service
training.”

The third professional motivation was an interest in citizenship:
“To become better acquainted with ways to promote community service projects
in my neighborhood and my school.”
“I hope to meet others who can widen my spectrum of volunteerism, not only for
my students but myself.”
”Be a productive citizen of society doing God’s will as my focus in life.”
“I would like to become a better citizen and become more involved with the
community.”

3

�Personal goals varied across many interests, including the development of networks,
being energized about teaching, personal growth, and further educations. Among the
comments for this question are:
“Increase personal knowledge on history of philanthropy.”
“Re-energize myself.”
“Earn college credit.”
“Have fun and learn!”
“By helping others in the community (and our children) I feel a great self worth
and sense of making a difference in the lives of others.”
“I am looking at retirement . . . and see community service as a possible second
career opportunity.”
“A direction for me in volunteer work for the community, especially in
retirement.”
“Get ideas on how to implement philanthropy in my life through church and
family.”
“Personally, I hope to physically survive this very intense institute.”

Q3. How supportive is your school of your participation in the Program? Did you
make any agreements with your school about time and resources for the Project?
Across all projects, teachers generally report that their schools are very supportive of
their participation and the goals for the project. A number of teachers noted the
availability of resources and release time for their projects. In some cases teachers are
expected to report on their experience or to train other teachers. There are several cases
where the school has little knowledge of the Project or provides only weak support.
Unlike the initial years of the project, the issues of release time and resource availability
are not raised as major points. Participants seem not to expect significant levels of
release time for participation, although this survey was conducted during Summer 2000
before the start of the school year. Among the comments on this question are:
“My Principal went to this Program last year and recommended it.”
“Very supportive. They would like me to take my knowledge and get others at my
school fired up about this and help them implement it into their classrooms.”
“School is very supportive. Funds are available.”

4

�“Very supportive. The upper level team in my building is interested in
implementing this project into our Social Studies instructions.”
“Very supportive on my participation. Now . . . we will see how supportive they
will be about implementing this program.”
“My school sees this as a wonderful avenue to draw people together.”
“I agreed that come August that I would share what I have learned with other
colleagues during an in-service day.”
“My principal agreed to three release days next year and to a staff development
presentation.

Several teachers raised points of caution about their participation:
“Very supportive at the administrative level, however, other teachers at my
school are less enthused by the philosophy of the Project.”
“My principal is cautiously supportive.”
“I had to explain to my administrator why I wanted to come and how I felt it
would be helpful.”

Q4. Can you identify any factors or resources that would assist you as the project
continues (resources, time, structure, information, etc)?
Additional needs were identified by approximately half of the teachers, falling into categories of:
1) time/release time; 2) project advocacy; 3) education resources. As the survey was conducted
at the start of each program there was also some uncertainty about needs, while some of the
identified needs are already well met by existing Project resources.
As with past surveys of participants, time is always a valued commodity that is in short supply.
Unlike past years, release time was not always requested but the need for time was
acknowledged. Comments on this aspect include:
“Time to plan and connect with partner.”
“Release time to organize and discuss what we’re experiencing in the
classroom.”

5

�Several teachers identified a need for communication with principals, schools, and the
community about the goals and purpose of the project, such as:
“Principals need training. Superintendents should be made aware.”
“Inform the principal, and superintendent, and the board for support.”
Education resources includes:
“Lesson plans to try in the room.”
“Specific examples of lessons.”
“1) On-line resources; 2) workshops; 3) continued correspondence with
facilitators.”
“Appropriate literature lists.”

Q5. How much experience do you have using any of the following computer functions?
Computers have always been an essential element of the Project, providing significant
technology for research, communication and lesson preparation, as well as being the source of
some frustration for some teachers. Each year, greater computer facility is reported by teachers
participating in the project. For the most recent group in general, teachers appear to be
experienced in their use of e-mail and the World Wide Web. Less experience is reported for
using attached documents and presentation software, such as Powerpoint. Despite the generally
high comfort levels for basic Internet applications, there remain a number of teachers who report
little experience. Of the total group, eight report little experience (1 or 2) with e-mail while 12
report little experience with the World Wide Web. The average response for each computer
application is presented in bold below:

Little/No Experience….Considerable Experience
E-mail

1

2

3

4

5

3.76

World Wide Web

1

2

3

4

5

3.47

Attached documents

1

2

3

4

5

2.33

Presentation software ( eg. Powerpoint)

1

2

3

4

5

2.15

If all computer competencies are summed, for a score out of 20, differences become apparent by
group, with the lowest ratings noted by the Kansas City teachers (10.7/20) followed by the

6

�Summer Institute (11.6/20) and the Berrien Springs group (13.5/20). These findings suggest that
computer assistance may be required by the current members of the Project, with the Kansas City
teachers reporting the lowest levels of experience with computers.

7

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________________________________________________________________________

K-12 Education in Philanthropy Project
A Project of the Council of Michigan Foundation
A Summary Report of the K-12 Education in
Philanthropy Lessons Field Test

Description
During the 1999-2000 school year the K-12 Education in Philanthropy Project conducted
a field test of 69 lessons involving 236 field test teachers. The grade levels in this field
test ranged from kindergarten to twelfth grade. As part of the field test, teachers were
asked to complete an evaluation form pertaining to their experience with the field test
lesson. This is a summary report of those evaluation forms focusing exclusively on the
21 statements and the teachers’ endorsements relative to those statements.
Each field test teacher was requested to complete an evaluation form. The form gathered
teacher data for three broad areas: the effectiveness and clarity of the lessons, teaching
experience, and familiarity with the subject of philanthropy. Teachers were asked to rate
six statements pertaining to their background in philanthropy, six statements regarding
the unit, and eight statements regarding the lessons. The ratings consisted of an
endorsement ranging from 1 to 5, with 1 representing “Strongly Disagree” and 5
representing “Strongly Agree.” In addition to rating 21 statements using a scaled
response, teachers were asked to complete two open-ended questions by listing specific
positive and negative aspects of the lessons and unit. A copy of the evaluation form is
provided in Appendix A.
Completed evaluation forms were received from 236 teachers. This report is a summary
of those evaluation forms focusing solely on the 21 statements and the teachers
endorsements relative to those statements. The results from this field test are very similar
to those found in the last field test.

Demographics of Sample
The teachers participating in the field test spanned all grade levels and varied widely
teaching experience. One teacher had only 2 years of teaching experience and six
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teachers had 36 years of experience. The respondents’ experience breaks down as
follows: 37.3% having 2 - 10 years experience, 21.6% having 11 - 20 years experience,
28.8% having 21 - 30 years of experience, and 12.3% having 31 - 36 years of experience.
The following graph summarizes this information.

Years of Teaching Experience
40
30
20
10
0

2 to 10

11 to 20

21 to 30

31 to 36

Teachers were asked to classify their schools according to three categories: 1) Urban 2)
Rural 3) Suburban. The result show that a good representation of all three types is found
in the field test sample, but urban schools are the least represented. The actual
breakdowns are:
Urban = 28.0%
Rural = 29.7%
Suburban = 38.6%

Type of School
40
30
20
10
0

Urban

Rural

Suburban

(3.8% of the teachers did not respond to this question.)

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Background in Philanthropy
Most of the teachers in the field test felt that they were familiar with the area of
philanthropy and the topic covered in the lesson they were field-testing. Approximately
three-fourths of the teachers felt that the lessons were complete enough so that they did
not need to conduct additional research prior to using the lesson. It appears from the
results that most of the teachers volunteering for the field test were already including
philanthropic topics in their teaching and had used topics similar to those found in the
lessons. Despite the fact that most of these teachers currently include philanthropy in
their teaching, few found that other teachers in their school had a desire to participate in
this field test.
The results from the ratings of statements 1 - 6 are provided in the following charts. A
rating of “1” corresponds to “Strongly Disagree” and a “5” corresponds to “Strongly
Agree.” The numbers 2 - 4 represent variations of the extremes.

Statement 1. Prior to using this lesson I was very familiar with the area of
Philanthropy.

Statement 1
60%
40%
20%
0%

1

2

3

4

5

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Statement 2. I was familiar with the lesson topics.

Statement 2
60%
40%
20%
0%

1

2

3

4

5

Statement 3. I did not need to do additional research before conducting the lesson.

Statement 3
40%
30%
20%
10%
0%

1

2

3

4

5

Statement 4. I currently include philanthropic topics in my teaching.

Statement 4
40%
30%
20%
10%
0%

1

2

3

4

5

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Statement 5. I have used topics similar to those found in this unit/lesson in my
teaching.

Statement 5
30%
20%
10%
0%

1

2

3

4

5

Statement 6. While I was teaching this unit/lesson other teachers expressed a desire
to participate in this field test.

Statement 6
40%
30%
20%
10%
0%

1

2

3

4

5

Appraising the Learning Sequence
The results from the teacher ratings in this section clearly show that the teachers found
the unit/lessons clear and easy to use, producing a cohesive instructional set. Most
teachers felt that the assessments provided useful information and overall, the
unit/lessons were beneficial for the students. Almost 77% of the teachers gave a rating of
4 or 5 when asked if they would use the lesson again in their teaching. This certainly
speaks well for the quality of the unit/lessons.
The results from the teachers’ ratings for the six statements in this section are
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summarized in the charts below. A rating of “1” corresponds to “Strongly Disagree” and
a “5” corresponds to “Strongly Agree.” The numbers 2 - 4 represent variations of the
extremes. Teachers were also given the option of “Not Applicable” (N/A).

Statement 1. I was able to understand and use all of the materials I received.

Statement 1
100%
50%
0%

1

2

3

4

5

N/A

Statement 2. The unit/lesson objectives were clear.

Statement 2
100%
50%
0%

1

2

3

4

5

N/A

Statement 3. The lessons in this unit produced a cohesive set.

Statement 3
100%
50%
0%

1

2

3

4

5

N/A

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Statement 4. The unit/lesson assessment (when available) provided useful
information.

Statement 4
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

Statement 5. Teaching this unit/lesson was beneficial for my students.

Statement 5
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

Statement 6. I would use this unit/lesson again in my teaching.

Statement 6
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

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Teaching the Lessons
The results from the teacher ratings indicate that generally, teachers found the objectives
clear and the support materials useful, understandable, and complete. One area of
concern before field-testing was the completeness of the lessons’ instructional
procedures. The teachers who wrote the lessons certainly understood the intent of their
own instructional procedures, but the concern was whether field test teachers with
different experiences and teaching styles would perceive or understand the original intent
of instructional procedures. When presented with a statement addressing this issue
(statement 8) almost 93% rated it 4 or 5, indicating sufficient detail in the instructional
procedures. Most teachers found the lessons’ grade levels appropriate and felt that their
students found the lessons interesting.
Statement 14 was intentionally worded so teachers would have to circle a low scale
number to show that the lessons were clear, which was the opposite of statement 7. This
was done to ensure that teachers were reading each of the statements and rating them
individually rather than simply “circling all the 5s” without carefully reading the
statements. The results for statement 14 indicate that teachers were taking the time to
read the statements. Nearly 88% of the teachers disagreed that lessons were confusing,
and when compared with statement 7 where almost 95% of the teachers agreed that the
lessons were clear, demonstrating a consistency in the ratings.
The results from the ratings of statements 7 - 15 are summarized in the graphs below. A
rating of “1” corresponds to “Strongly Disagree” and a “5” corresponds to “Strongly
Agree.” The numbers 2 - 4 represent variations of the extremes. Teachers were also
given the option of “Not Applicable” (N/A).

Statement 7. The unit/lesson objectives were clear.

Statement 7
100%
50%
0%

1

2

3

4

5

N/A

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Statement 8. The outline of the instructional procedures provided sufficient detail.

Statement 8
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

5

N/A

Statement 9. The support materials were useful..

Statement 9
60%
40%
20%
0%

1

2

3

4

Statement 10. The support materials were easily understandable.

Statement 10
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

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Statement 11. The support materials were complete.

Statement 11
60%
40%
20%
0%

1

2

3

4

5

N/A

Statement 12. The lesson assignments provided useful information.

Statement 12
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

Statement 13. The lessons were grade appropriate.

Statement 13
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

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Statement 14. I found the lessons confusing and hard to follow.

Statement 14
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

Statement 15. My students found the lessons interesting.

Statement 15
60%
40%
20%
0%

1

2

3

4

5

N/A

Summary
The results from the evaluation forms used in the 1999-2000 field test are very similar to
those found in the 1998 - 1999 field test, thus giving strong support for the quality of the
lessons. As with all summative information, it must be noted that some teachers did not
consider the lessons clear or useful in their classroom. Some did not find the procedural
instruction complete and others did not plan to use these lessons again in the teaching.
Overall, the results show that most teachers considered the lessons to be of high quality,
with clear and understandable instructions. Most teachers felt that the supporting
materials were sufficient and easily understandable.

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Conclusions
•
•
•
•

The units and lessons were judged to be of high quality
The units and lessons were judged interesting and beneficial to students
The lessons were constructed clearly and were easy to execute
Field test teachers doubted that their colleagues would be willing to field test
the material.

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12

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                    <text>K-12 Education in Philanthropy Project
Evaluation Report: Journals Round 4
Fall 1999
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 4 asks 5 questions, all seeking written comments. In addition, Round 4 surveyed existing
and joining teachers, with one similar questions directed to each group and remaining questions
targeted to the experiences of the Matrix and Summer teachers. Responses came from 29 Matrix
teachers and 19 Summer teachers. The questions and a summary of responses are detailed in this
report.

Q1. After all your efforts, what most excites you about your experience in the Project?
The responses to this question can be organized into three themes. First, and most significant, is
excitement about the experience and reaction of students. The positive feedback from students,
and the opportunity to shape a caring society, emerges strongly from teacher responses.
Comments include:
"I am excited when I see in my classroom, in the hallways, in gym or the
playground random acts of philanthropy"
"The possibility of discovering 'the philanthropist within' each child and
nurturing the thinking and development of life long philanthropists"
A second theme is the personal satisfaction gained from the project, with teachers citing their
own learning and professional development. The sense of creating something new and different
is noted, and the process it self was mentioned by several as being exciting. Teachers expressed
satisfaction and a sense of achievement as scholars in their own right. Part of this satisfaction
emerges from the collegiality of the group and the opportunity to engage in an intellectual
activity with a range of colleagues and professionals. Teacher comments include:

1

�"The learning! I have acquired so much new knowledge about
curriculum/assessment writing, philanthropy, and computers!"
"Professionally, it has been very validating to b a part of such a cutting edge
endeavor."
"The opportunity to work with a variety of teachers from all over the State and to
share experiences and teaching experiences."
The third theme clearly expressed is pride, pride in the achievement of the project and the
distance covered since the project began. Common to most responses is a sense of
accomplishment, and satisfaction in producing quality lessons and classroom materials.
The sense of pride is captured by comments such as:
"Being part of a team producing a quality product."
"Seeing all of our handiwork come to fruition! The lessons on the website are
very professional and it is an honor to have our lessons on the website."
"The fact that we are doing this - that we are creating a curriculum to improve
our own society and to ensure that 'philanthropy' grows within our youth."
A similar question was asked of the teachers joining the program in summer 1999. This
group responded to "What most excites you about participation in the Project?"
Responses can be grouped into two categories. First is the subject matter, which drew
teachers eager to make a difference in their students' lives and to their community. Most
common is belief in making a more philanthropic society. Responses include:
"I love the idea of a more philanthropic society."
"I believe in the project."
"Implementation of philanthropic ideals throughout the curriculum and my
specific classroom."
Teaching students to be a part of a whole community."
A second stream of comments is associated with the personal growth afforded by the
Project, and the challenge of being involved with a committed team. Involvement in an
active team is valued, as is appreciation for being involved in the start of a major
initiative. Many of the Summer teachers seem to appreciate the project as much for its
process and challenge as for the content on philanthropy.
"Being involved with a dynamic group of individuals who CAN make a difference
in students."

2

�"I'm most excited about thew collaborative nature of this project and the
effectiveness of development in the progression of the project."
"The people involved!!"
"Personal growth. Have already gained a great deal, but feel I still have a lot to
learn. I look forward to growth through implementation of the lessons and
community experiences along with being part of such a dynamic team."
Additional comments included one teacher's sense of being validated by the Project's
work, while another saw opportunities to connect with their students, who wanted to
know more about philanthropy. One teacher also appreciated the stipend offered for their
work.

Q2a. What factors have been most important to your success in the Project?
This question was directed to the matrix teachers. Responses to this question are grouped
around four themes. The most commonly cited factor is the leadership of Kathy Agard
and Terry Robidoux. Teachers were highly positive and appreciative of the Project's
leadership; one person noted with regret that the growth of the project meant less
interaction with the leadership. Comments include:
"Assistance from Kathy and Terry who have always been there to support us
through the project."
"A well planned and organized project with a vision."
"The extreme patience of Terry and Kathy."
"The determination of the leadership to make this a reality."
"The curriculum guidance provided by Terry."
Equally significant in the responses is recognition of the role of colleagues and peers.
The community created by the Project is strongly endorsed as a reason for success.
Teachers noted the personal, academic, and group nature of their friendships and working
relationships.
"The partnerships/friendships formed with other teachers."
"My success n the project was working with great teachers."
A third factor for success is the training received by teachers, both in terms of content on
nonprofit matters and training in use of computers. While training was mentioned by a
number of the teachers, only three specified computer training. This is significant as

3

�computer issues were prominent during the early stages of the project, but now seem to
recede as this group completes its work. Comments on training include:
"Opportunities for additional learning."
"Learning background of philanthropic behavior in America."
"The training and peer support."
"Materials that have introduced us to the various concepts of philanthropy."
"The training we received over two intensive years."
The final factor noted by a number of teachers is release time to allow them to participate
and work on the Project.

Q2b. How supportive is your school of your participation in the program? Did you
make any agreements with your school about time and resources for the project?
The Summer teachers were asked about their experience with their schools. In general,
teachers felt some support, although the range is extensive, from grudging support to
major recognition of the efforts involved. Teachers seeing their schools as positive note:
“Very supportive – my teaching load has been adjusted for me to be able to
further implement our existing program.”
“My administrator is highly supportive. She has given me carte blanche with
time and school resources.”
“Principal has agreed to 3 release days”
“Verbally supportive – but I have not seen much active interest or concern.”
“They are supportive as long as I continue to maintain the standards and
benchmarks of the MEAP.”
An equal number of teachers find some reticence, or lack of interest from their
administrators, expressing concern for the demands of the project on the school, to being
unaware of the role of philanthropy. Comments on this experience include:
“My district is somewhat supportive.”
“They are curious, but wondering what this is all about. Is it to last? Where did
it come from? Why another thing to MEAP? Kids aren’t getting basics down –
how will they find time for this new thing?”

4

�“They take a ‘hands off’position in supporting me. While honoring my
participation, application beyond my own realm has not yet been supported.”
“Right now the school is basically unaware that we even participated. Have had
informal discussions with the superintendent but did not understand that
participation in the summer program might have implications for district
resources in the future.”

Q3a. Would you recommend any changes in process or content to assist teachers
joining the project this year?
Many of the matrix teachers did not see any reason to change the project or its methods.
A number agreed that problems that arose at the start have been resolved and
improvements implemented. Among the suggestions made, clear direction and
expectations were listed by several of the teachers:
“Just make sure lines of communication are open and frequent contact is made.”
“Provide/review how lessons can be developed by going from assessment to
objectives.”
“A clear set of expectations and timeframe is critical.”
“Make a lesson planner toolkit.”

A number of existing project activities is endorsed for future years:
“The Summer Institute was an excellent way to bring in the new teachers.”
They should have opportunity to attend a conference on philanthropy like October
1997.”
“I’m sure the content standards and templates has really made a big difference.”
“How do you present all that has been done thus far? Do people realize how far
we have come since the project was conceived?”

As has been noted in past journals, less reading and more time for interaction and
collaboration has a high priority:
“More time to work together on developing curriculum.”

5

�“I am just inundated with the paper and reading material and rarely (ie. Never)
refer to them.”

Q3b. How effective are the meetings, and how important are they to the mission of
the project?
The Summer teachers were asked about meetings and their importance for the project.
Several noted that it was their first meeting, but the consensus was that the meetings were
useful and constructive. The response to the meetings was positive, with many seeing
them as a core activity of the project. Among the comments are:
“The meetings keep my ideas flowing and provide some hope.”
“The meetings are wonderful. Very nurturing of the teachers soul. Giving and
fulfilling to people who empty themselves on a regular basis.”
“Very effective from the standpoint of communication of new information and
guidance on how to proceed with lesson plans.”
“Meetings renew interest and commitment, therefore they are crucial to success.”
“The Summer Institute have us a great deal of information and the foundation to
begin implementing philanthropy in the curriculum. Meeting again in September
was important because it brought us back on track.”

Q4a. How have your students responded to the lessons you have tested to date?
All teachers report that their students have been interested in the material and excited by
the ideas presented in class. No teacher reported any problems or resistance, and several
noted how their lessons have encouraged students to become involved in their
communities, to practice what they have been learning. Comments on classroom
responses include:
“My students have loved being involved in philanthropy.”
“Very well – I have piloted four units – I made revisions as a result of the piloting
– but generally student reaction has been very positive.”
“Interested and sometimes surprised at the connection of philanthropy to their
lives and what they are learning.”
“My enthusiasm is passed onto them and I see sides of them that I never saw with
my ‘regular’ lessons, such as their hopes, dreams, and priorities.”

6

�“Initially they do not always like them but upon completion are very excited by
the positive feelings and knowledge that they have acquired.”
“They have enjoyed them because my lessons involve service learning which
brings a new aspect to classroom learning.”

Q4b. Can you identify any factors or resources that would assist you as the project
continues (resources, time, structure, information, etc)
The summer teachers were polled about their needs as they work in the project. This
question raised several points, including the call made earlier for more time and for
communication to be maintained between all in the project. Several teachers also called
for more information about how this material fit into MEAP requirements. Some
comments concern current practices that some teachers wish to see continued:
“Time to work with staff to develop lessons/ assessments.”
“I am very concerned about participants and communication being ‘lost’ as we
continue to grow.”
Teachers also made some suggestions of ways they could be helped in their tasks:
“Information to help teachers understand the positive implications for MEAP
scores.”
“Could we have a traveling support person, who would present to each school the
project as my voice is beginning to ring hollow.”

Q5a. How satisfied are you with the recognition and credit you receive for your
work on the project (from project leaders, school colleagues and administration,
students etc.)?
Matrix teachers were asked about their recognition, and while many felt satisfied or very
satisfied by their experience, there was an undercurrent of disappointment about how
their efforts had been received. Different groups provide different levels of feedback and
satisfaction. In general, teachers were satisfied by the response of their students and the
project, but far less satisfied by the reactions from their schools and administration. The
responses address recognition from three groups: project leaders, schools; and students.
Teachers in the project seem very satisfied by the feedback and support given to them by
project leaders. Leaders were seen as responsive and committed to the project and eager
to praise when due. There were several teachers who felt that their work was not
appreciated. Comments on recognition include:

7

�“From the project leaders the recognition is continual.”
“Project leaders – sincere concern and interest.”
“Project leaders have been super!”
“Project leaders = A!”
“Somewhat satisfied from project leaders.”
“Project leaders, quite satisfied – feel wanted/justified.”
“On the project I’ve found Kathy Agard extremely excited about ideas.”
“Project leaders = excellent!”
“I became discouraged when I did not receive feedback from the project leaders.
When I did receive feedback extremely late in the history of the project my
enthusiasm had died.”
“The project leaders are fantastic at giving strokes.”
“Well satisfied.”
The experience with the project contrasts dramatically with recognition from schools.
Teachers felt very little support in most cases, and several noted that they did not feel
their administrators or school districts understood or were interested in their
achievements. Teacher responses included:
“Some fellow teachers question why we want to be involved.”
“School colleagues going from warm reception to tepid.”
“Our team has received some recognition for projects conducted in school. We
would like more support from higher up.”
“School colleagues are interested and supportive. Administration has been pretty
uninvolved and disinterested at the district level. My building principal is
supportive of my plans and activities.”
“The community in which I work and live is apathetic in general – the school
community is passive overall, some colleagues are curious and envious.”
“Our district does not realize the importance of the work we are doing and rarely
acknowledges the accomplishments of the teachers.”

8

�When teachers responded about their students it was always in very positive terms. In
fact for several, it was the most consistent and satisfying element of recognition they
received. Comments about students include;
“My greatest satisfaction has been the fact that my students recognize
philanthropy.”
“Students – consistently high interest.”

Q5b. How confident do you feel using computers? Do you use any of the following
computer functions?: e-mail, world wide web, attached documents, powerpoint.
Given the significant challenges confronted by the Matrix teachers as they used
computers, we also asked the Summer teachers about their computer experience. Even
though only a few years had passed since the Matrix teachers received their computers,
the growth of computer skills in the general population is also evident in project
participants. Computers seem to be far less frustrating to the Summer teachers. In terms
of proficiency, most have some or good proficiency although several noted they barely
knew how to use a computer. Comments about proficiency include:
“Very proficient.”
“Fairly proficient.”
“Just bought my first computer.”
“I am technologically illiterate. Help me!”
“Not very; they are a scary word processing and editing unit!”
The range of proficiencies varies across computer tasks. E-mail seems to be widely used;
the world wide is familiar, although used less than e-mail; and applications such as
attached documents and powerpoint are far less familiar. Comments suggest an openness
to learning about computers and less frustration than exhibited by past groups. Reaction
to this question suggests that further training would be welcome.

9

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

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

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                    <text>[Project Letterhead]
[Date]
James Davis
Executive Director
Social Science Education Consortium
PO Box 21270
Boulder, CO 80308-4270
Dear Mr. Davis:
I am writing to follow-up on the recent telephone conversation Phil Kearney had with you about
the Learning to Give program and our request for the Social Science Education Consortium
endorsement of the effort. As Phil explained, the program is a joint effort of the Council of
Michigan Foundations and a consortium of non-profit organizations, governmental agencies and
businesses. I serve as a member of the project Steering Committee and am writing on behalf of
our committee chair, Russell Mawby, who currently is traveling out of state.
To date the project has received its major funding from twelve different sources—including the
W.K. Kellogg, Ford, and Ewing Marion Kaufmann Foundations, and the Lilly Endowment.
The project is now at a point where it needs to seek additional foundation and corporate support
to allow it to move from its research and design phase into a nationally available program. A
very important step in building a successful funding strategy—particularly in approaching
potential corporate givers—is to have the support and endorsement of major national education
organizations such as the Social Science Education Consortium.
It would be immensely helpful to the success of our funding strategy and the project if we could
receive the endorsement of the Social Science Education Consortium. I hope that you will be
able to respond positively to our request. I have enclosed a suggested letter of endorsement for
your consideration. Please feel free to use it, adapt it in the way that you see fit or, of course,
develop your own letter.
I also have included an overview of the Learning to Give project and a listing of the members of
the Steering Committee. Phil Kearney would be happy to provide any additional information that
might be helpful. You can reach Phil directly by telephone at 734-662-4637 or by e-mail at
philipk@umich.edu.
Thank you for your time and consideration.
Sincerely,

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

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                    <text>THE SUGGESTED DRAFT “ENDORSEMENT LETTER”

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

James Davis
Executive Director

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                    <text>[Project Letterhead]
[Date]
Susan Griffin
Executive Director
National Council for
the Social Studies
3501 Newark Street, NW
Washington, DC 20016
Dear Ms. Griffin:
I am writing to follow-up on the telephone conversation Phil Kearney had with you and Adrian
Davis about the Learning to Give program and our request for NCSS endorsement of the effort.
As Phil explained, the program is a joint effort of the Council of Michigan Foundations and a
consortium of non-profit organizations, governmental agencies and businesses. I serve as a
member of the project Steering Committee and am writing on behalf of our committee chair,
Russell Mawby, who currently is traveling out of state.
To date the project has received its major funding from twelve different sources—including the
Kellogg, Ford, and Kaufmann Foundations, and the Lilly Endowment.
The project is now at a point where it needs to seek additional foundation and corporate support
to allow it to move from its research and design phase into a nationally available program. A
very important step in building a successful funding strategy—particularly in approaching
potential corporate givers—is to have the support and endorsement of major national education
organizations such as the NCSS.
As you suggested, Phil has been in touch with Anna Post of your staff and, in addition to this
letter, we will be following the procedures outlined by Ms. Post to move our request forward.
It would be immensely helpful to the success of our funding strategy and the project if we could
receive the endorsement of the NCSS. I hope that you will be able to respond positively to our
request. I have enclosed a suggested letter of endorsement for your consideration. Please feel
free to use it, adapt it in the way that you see fit or, of course, develop your own letter.
Thank you for your time and consideration.
Sincerely,

Robert S. Collier
President
Council of Michigan Foundations
cc:

Adrian Davis
Philip Kearney
bcc: Kathryn Agard

�</text>
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                    <text>THE SUGGESTED DRAFT “ENDORSEMENT LETTER”

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

Susan Griffin
Executive Director
[or Susan Adler or Adrian Davis
President]

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

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

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

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

Larry Dieringer
Executive Director]

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

Charles N. Quigley
Executive Director

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

Russell G. Mawby
Chair, Learning to Give
cc:

Philip Kearney
Robert S. Collier
bcc: Kathryn Agard

�</text>
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                    <text>August 22, 2000

Dr. C. Phillip Kearney
3759 Bridle Pass Court
Ann Arbor, Michigan 48108
Dear Dr. Kearney:
Thank-you for taking my call during your vacation time out west. I trust you have had a
wonderful visit with your family and a safe return home to Ann Arbor.
As we discussed on the phone, enclosed are materials describing the Council of Michigan
Foundations’ sponsored K-12 Education in Philanthropy Project. In addition, you may wish to
visit our Web site, www.k12edphil.org which contains the first set of over 100 K-12 lessons on
giving and serving, and an array of teacher support materials on philanthropy education.
Now in our fourth year, we are planning the process for scaling the Project to a national audience,
and to seek national corporate sponsorship with a multi-year commitment. A major element for
our potential success in attracting corporate sponsors will be the formal written endorsement of the
Project by key professional educational organizations. We need your help.
We have waited to seek endorsements until after the creation of the learning objectives and some
sample lesson plans in order to allow educators tangible products to assess the content and value
of the Project. The work is now far enough along that we can speak with some confidence about
what is being taught, how it is being taught, how students are reacting to the material, and the
overwhelming acceptance and enthusiasm from teachers and schools.
Jim Kelly, Adrian Davis, and Dottie Johnson are members of the Steering Committee and have
been key leaders since the Project’s inception. You should feel free to contact them regarding
their perspective on this effort. The other Steering Committee members are listed in the first
newsletter (enclosed). The Committee is a balanced group of foundation/nonprofit leaders,
educators from various levels of public and private education, and other interested organizations. I
am sure you will be familiar with other names as you peruse the list.
Please call me at your earliest convenience. I would be happy to meet you personally, or to
discuss by telephone how we might move forward.
Sincerely,

Kathryn Ann Agard, Ed.D.
Executive Director
Enclosure
BCC:

James A. Kelly
Dorothy A. Johnson
Russell G. Mawby
Robert S. Collier

�</text>
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              <elementText elementTextId="603815">
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          <element elementId="47">
            <name>Rights</name>
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            <elementTextContainer>
              <elementText elementTextId="603816">
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                <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>LTG_Budgeting_Fundraising Management Chart

Fund-Raising Management Form
Foundation

W.K. Kellogg Foundation
Lilly Endowment

TimeFrame

1997-2000
1997-2000

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

50,000
0
0

500,000
86,500

50,000

Total

Status

Contacts

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

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

1998-2001
1998-2001
1998-2001

Atlantic Philanthropic Corporation

1998-2001

Letter of Interest 12-97

The Ford Foundation
Carnegie Corporation

1998-2001
1998-2001

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

Joel Fleishman
Angela Covert
Michael Seltzer
Vivian Stewart

Lucille and David Packard
U.S. Department of Education

1999-2002
1998-2001

Rejected/Reapply 1999
Approach with letter

Hugh Burrows
Kent McGuire

255,000

na
na
180,000 na

1,500,000 Approved
227,100 Approved

Gordon Foods
Ewing Marion Kauffman Foundation
Charles Stewart Mott Foundation

165,000

50,000 na

na
na

CMF
Contact
Kathy Agard
Russ Mawby

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

1 of 1

�</text>
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              </elementTextContainer>
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            <element elementId="47">
              <name>Rights</name>
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              <elementTextContainer>
                <elementText elementTextId="507100">
                  <text>&lt;a href="http://rightsstatements.org/page/InC/1.0/?language=en"&gt;In Copyright&lt;/a&gt;</text>
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            <element elementId="49">
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                </elementText>
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                </elementText>
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                </elementText>
                <elementText elementTextId="765945">
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              </elementTextContainer>
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              <description>An unambiguous reference to the resource within a given context</description>
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                </elementText>
              </elementTextContainer>
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              <description>A language of the resource</description>
              <elementTextContainer>
                <elementText elementTextId="507105">
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                </elementText>
              </elementTextContainer>
            </element>
          </elementContainer>
        </elementSet>
      </elementSetContainer>
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    <itemType itemTypeId="1">
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      <description>A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text.</description>
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            <description>An unambiguous reference to the resource within a given context</description>
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          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
            <elementTextContainer>
              <elementText elementTextId="603780">
                <text>Learning to Give budgeting fundraising management chart</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="39">
            <name>Creator</name>
            <description>An entity primarily responsible for making the resource</description>
            <elementTextContainer>
              <elementText elementTextId="603781">
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              </elementText>
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            <description>An account of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="603782">
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              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="49">
            <name>Subject</name>
            <description>The topic of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="603783">
                <text>Dorothy A. Johnson Center for Philanthropy</text>
              </elementText>
              <elementText elementTextId="603784">
                <text>Charities</text>
              </elementText>
              <elementText elementTextId="603785">
                <text>Philanthropy and Society</text>
              </elementText>
              <elementText elementTextId="603786">
                <text>Records</text>
              </elementText>
              <elementText elementTextId="603787">
                <text>Fundraising</text>
              </elementText>
              <elementText elementTextId="603788">
                <text>Council of Michigan Foundations</text>
              </elementText>
              <elementText elementTextId="603789">
                <text>Learning to Give</text>
              </elementText>
              <elementText elementTextId="603790">
                <text>Michigan</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="42">
            <name>Format</name>
            <description>The file format, physical medium, or dimensions of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="603792">
                <text>application/pdf</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="51">
            <name>Type</name>
            <description>The nature or genre of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="603793">
                <text>Text</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="44">
            <name>Language</name>
            <description>A language of the resource</description>
            <elementTextContainer>
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            <elementTextContainer>
              <elementText elementTextId="603795">
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              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="47">
            <name>Rights</name>
            <description>Information about rights held in and over the resource</description>
            <elementTextContainer>
              <elementText elementTextId="603796">
                <text>&lt;a href="http://rightsstatements.org/page/InC/1.0/?language=en"&gt;In Copyright&lt;/a&gt;</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="48">
            <name>Source</name>
            <description>A related resource from which the described resource is derived</description>
            <elementTextContainer>
              <elementText elementTextId="603797">
                <text>&lt;a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515"&gt;Our State of Generosity collection, JCPA-04&lt;/a&gt;</text>
              </elementText>
            </elementTextContainer>
          </element>
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  <item itemId="31594" public="1" featured="0">
    <fileContainer>
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        <authentication>8d721e425ed05496483c510c6536303a</authentication>
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            <description/>
            <elementContainer>
              <element elementId="52">
                <name>Text</name>
                <description/>
                <elementTextContainer>
                  <elementText elementTextId="603778">
                    <text>Full Proposal

Meeting

Questions
Answered

Approval

X

X

X

X

X

X

$25,000

Joel Orosz

1997

W.K. Kellogg Foundation I

X

X

X

X

X

X

X

Joel Orosz

1997-2000

X

X

X

X

X

X

X

$1.5 mill.
$300,000
In-kind

Susan Wisely

1997-2000

Anonymous

X

X

X

X

X

X

$600,000

Angela Covert

1999-2000

Ford Foundation

X

X

X

X

X

X

$200,000

Michael Seltzer

1999-2001

Elizabeth &amp; Guido Binda

X

X

X

X

X

$40,000

Elizabeth Binda

1999-2001

McGregor Fund
Michigan Department of Education
(contract)

X

X

X

X

X

X

$160,000

C. David Campbell

1999-2001

X

X

X

X

X

$62,500

Karen Todorov

X

X

X

X

X

$52,600

Barbara Knutson

1999-2000
1999-2000

Lilly Endowment I

Michigan Department of Education
(contract)

X

X

Withdrawn

Executive
Summary

X

Denied

Letter of Interest

W.K.Kellogg Foundation Planning
Grant

No Interest

Foundation

Verbal Contact

CONFIDENTIAL
FUND-RAISING CHART

Amount

Progress Officer

Dates

1999

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

X

X

X

X

X

X

$75,000

Susan Wally

X

X

X

X

X

X

$2,000

Patricia B. Johnson

1997

X

X

X

X

X

X

$2,000

Board Chairman

1997

Kalamazoo Foundation

X

X

X

X

X

X

$8,000 In-kind John R. Hopkins

1997

Earl-Beth Foundation

X

X

X

X

X

$5,000

Cal Patterson

1995

Mawby Fund

X

X

X

X

X

$21,000

Dorothy Johnson / Russ
Mawby

1995

Kettering Foundation

X

X

X

In-kind

Surdna Foundation

X

X

X

$25,000

X

1997-2000
Ed Skloot

1997-1998

1 of 4

�X

X

DeWitt Wallace

X

X

X

C. S. Mott

X

X

X

Frey Foundation

X

X

X

Vincent Astor

X

X

X

David &amp; Lucille Packard

X

X

X

X

X

Disney Education Initiative

Withdrawn

X

Denied

Pew

Approval

X

Questions
Answered

X

Meeting

Executive
Summary

X

Full Proposal

Letter of
Interest

Carnegie

No Interest

Foundation

Verbal Contact

CONFIDENTIAL
FUND-RAISING CHART

Amount

X
X

Progress Officer

Dates

Vivien Stewart

X

Russ Edgerton

X

Carla Fisher / Jane Quinn
X

$25,000

X

Elan Garonzik

Fall 1999

Kim Krasenec
X

Mrs. Vincent Astor
X

X

X

Hugh Burrows
Program Staff

2 of 4

�Withdrawn

Denied

Approval

Questions Answered

Meeting

Full Proposal

No Interest

Executive Summary

Letter of Interest

Foundation

Verbal Contact

CONFIDENTIAL
FUND-RAISING CHART

Amount

Progress Officer

Dates

Other Michigan Funders
Kresge

X

X

Skillman

X

X

X

X

X

X

John Marshall
X

Kari Schlachtenhaufen

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

X

X

X

Paul Gordon
Joel J. Orosz

3 of 4

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

X

X

X

X

Withdrawn

X

Denied

Approval

No Interest

Executive Summary
X

Questions Answered

X
X

Meeting

X

Full Proposal

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

Letter of Interest

Foundation

Verbal Contact

CONFIDENTIAL
FUND-RAISING CHART

Amount

Progress Officer

$500,000

Susan Wisely

$10,000

MDE Pass-through

X

Adrian Davis' sister

X
X

Vic Legerton (California)

$1,000
$6,662

Dates
2000-2002

Carol Barbeto
Sharon Horgan

4 of 4

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

1998-2001

Total
$600,000

1998-1999
$165,000

Elan Garonzik

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

2000-2001
$180,000

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

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

�The Ford Foundation

March 25, 1998

$650,000

1998-2001

Total
$650,000

1998-1999
$242,000

Michael Sletzer

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

2000-2001
$215,700

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

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

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

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

�Anonymous
Areas of Discussion

No formal request as yet

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

Kauffman
No formal request as yet
Areas of Possible Discussion

(1998-2001)

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

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

No formal request as yet for extended support

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

$150,000

Personnel
Office
Curriculum Development
Challenge Grants
Travel
Dissemination
Technology

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

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                    <text>LTG_Budget_2003-03-01_Budget Summary

K-12 Education in Philanthropy Project
SubAccount

SubAccount

A

B

5701

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

750,000
25,029

First Cycle
1998-1999

500,000

1999-2000

2000-2001

Second Cycle
2001-2002 2002-2003

250,000

Total

1,500,000

5702

Surdna

25,000

25,000

5704

McGregor (1/1 -12/31)

5705

Anonymous (1/1 - 12/31)

5706

MDE (1/1 - 6/30)

5707

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

66,599

Kauffman * (4/1 - 3/31)

50,000

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

25,000

25,000

Binda*

20,000

20,000

28,000

45,000

87,000

100,000

200,000

200,000

160,000
100,000

600,000

62,500

62,500
65,220

68,181

200,000
50,000

25,000

75,000
40,000

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

2,000
1,250

Indiana Humanities Council

2,500

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

$0

1,300
6,662
$813,741

2,000
1,250
0
2,500

$690,500

$656,599

$397,220

$193,181

$0

$2,718,250

1 of 3

�LTG_Budget_2003-03-01_Budget Summary

K-12 Education in Philanthropy Project
SubAccount

SubAccount

A

B

1996-1997 1997-1998

First Cycle
1998-1999

1999-2000

2000-2001

Second Cycle
2001-2002 2002-2003

Total

EXPENSES:
5701
5700
5701
5702
5703
5704
5705
5706

5702
1000
5704
1000
1000
1000
1000
1000
1000

5705
5708
1000
5707

5706
1000
1000
1000
1000

5707

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

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

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

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

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

25,000

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

25,000

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

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

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

0

0

33,275
68,000
101,275

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

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

126,450
126,450

0

101,275

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

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

0

0

0

0

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

0

269,750
330,250
600,000

0

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

Ford Foundation*

2 of 3

�LTG_Budget_2003-03-01_Budget Summary

K-12 Education in Philanthropy Project
SubAccount

SubAccount

A

B
1000
1000

1000

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

0

Kauffman Foundation*
Printing and Publications
Kauffman sub-totals

0

First Cycle
1998-1999

1999-2000

2000-2001

Second Cycle
2001-2002 2002-2003

Total

0

56,400
10,199
66,599

59,220
6,000
65,220

62,181
6,000
68,181

0

177,801
22,199
200,000

0

50,000
50,000

0

0

0

50,000
50,000

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

20,000
5,000
25,000

25,000
25,000

25,000
25,000

0

20,000
55,000
75,000

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

0

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

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

0

0

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

$708,775

$641,769

$289,325

$194,631

$0

$2,668,298

0

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

0

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

$808,798

3 of 3

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              <description>A language of the resource</description>
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                    <text>Versions
5 year
3 year

Staff
Current staff
These are the current staff members on salary with the Project. PT=part-time. These staff members are
“early retirees” working less than ½ time on specific programs without benefits
Costs for other staff include benefits. Salary and other increases are budgeted at a 4% annual rate.
Executive Director: Project leadership and management
Executive Secretary: Office management, support for Executive Director, Judy could also do the basic
accounting if the Project became independent of CMF.
Marketing and PR: Management of the marketing and public relations functions
Curriculum Director: Management of the development of the units, lessons, professional development, and
content of the teacher support materials.
PT Editor: Reviews all lessons for content accuracy and relationship to philanthropy themes
PT Pilot Rep: Is just starting. Will represent the Project to obtain and implement pilot testing (K-12) in
schools in Michigan.
Second group of staff
These are the proposed staff.
Fund-raising Assistant: entry-level professional position for assistance in grantwriting, reporting,
prospecting, and the Philanthropy Education Network membership.
Secretary: entry-level secretarial position to support Rita, Barbara, Evelyn, and Dennis. (We could probably
use a second secretary if money was available)
Data Manager: entry-level support position with responsibility for tracking multiple databases- newsletter
mailing lists, teachers, field-test teachers, state coalitions etc. Also, responsible for fact checking on the
lessons.
Publications Editor: entry-level support position to review and complete the final editing of materials for
publication and web placement (lessons, teacher support materials, other publications).
Part-time Editor: part-time position for a retired, experienced teacher, to edit the lessons and teacher
support material for content. The position allows for speeding up the review process of a substantial
amount of lessons and would be recruited to complement Evelyn’s expertise. (Evelyn-geography,
economics: New staff-history, government).
Lesson Assistant: entry-level position for an educator to assist Barbara in coaching the teachers in writing
lessons. This could be a teacher-in-residence where a teacher would come to work with us for a year and
then go back to the classroom (that would increase the costs since the benefit package is 30% more)
Pilot Rep: part-time position for a retired, experience teacher to represent the Project in the State of
Michigan in securing pilot schools that will teach the lessons K-12. This is the basis for the development
of the standardized assessment, and will also provide us with demonstration sites where the lessons are
being taught at every grade level.

�Four Regional Consultants: full-time professionals responsible for working with state coalition
development and support. New national staff members
Four PT lesson writers: part-time position for four retired teachers to write specific lessons required by the
Project. One teacher at each grade band (K-2, 3-5, 6-8, 9-12).
Consultants
These are the consultants currently working for the Project, and those proposed. There are considerable
holes in the numbers and they will add substantially to the bottom line.
Assessment-Dr. Tom Hirsch: Tom is a psychomatrician with responsibility for developing assessments
within the lesson plans/units and standardized assessment tests at grades 5, 8, and 11. The tests will meet
national testing industry standards for development. There will be two tests printed at each grade level.
Service-learning: the Project has a contract with the Michigan Department of Education to provide servicelearning technical assistance to schools in Michigan. This could be dropped. It is now fully funded.
Content Research: Luana works from home in researching and writing original materials on K-12
philanthropy education.
Newsletter: Gretchen writes the newsletter.
Publications: Jim is interested in working as a Project representative placing stories in the national
educational-and philanthropic media. He can also assist with publications.
National PR: Doug Monroe-assistance in obtaining national public relations support through the general
media and in support of the sponsors.
Textbooks: Dr. Joe Stoltman is working with us on writing a high school level textbook, CD-Rom, and
materials for the website. We would then take this and “write down” for a similar textbook at the other
three grade bands. This is partially funded.
Endorsements: This is consultation to obtain formal endorsements from national educational organizations
Business development: Ed
Legal: Mike
Sponsorship/funding: Lynn
Web-site development: I am unsure of the number of staff, the type of staff, or the costs involved. This
area needs the most work.
Student lessons: this would be working with Gary Rowe on the process of student’s developing their own
lessons and video materials.
Professional development online: Sandy
Evaluation: our foundation funders require formal outside evaluation. The MSU team is contracted to
work with us for three years. This is fully funded. Team of five PhD’s, one grad student, and one assistant.
Summer Lesson Writers: this is to pay 32 classroom teachers (8 at each grade level) to write two units
during the summer time to add to the lesson pool.

�Office Supplies/Telephone/Equipment
This is as it sounds. If we continue to work out of the Muskegon Intermediate School District offices we
have extremely beneficial rates on telephone, access to technology (like large scale copying/binding
machines), and technology support. If we cannot stay at the ISD, our costs will be much higher. If we
move from Muskegon (or any small town) to a major city, our costs will be much higher.
Equipment is for additional office equipment and computers for new staff.
Curriculum
National Content Advisors: This is 10 high profile philanthropic scholars as advisors on the content
meeting one time per year. The cost is a $1,000 honorarium and travel/meeting expenses.
Fairness: this is a committee that meets several times a year to review materials and lessons to assure
cultural fairness.
Field-testing: this is sending original lessons out for field-testing (each lesson is taught by 5-7 other
classroom teachers and independently evaluated.) We pay the field-test teacher $50-100 for the testing,
depending on the size and complexity of the lesson/unit. Also, there are considerable copying and mailing
costs.
Lesson publication: this is simple copying and comb binding of the lessons. We sell them for cost +
shipping.
Briefing papers: these are original 2-3 page papers on the philanthropy content ideas. Teachers can use
these as “cliff notes” on a complex topic. They are about concepts (civil society), people (Jane Adams), or
organizations (Red Cross). We pay graduate students $50 per paper.
Publication is simple copying and comb binding.
Assessment questions: this is to pay for the final writing of the assessment questions for the last to
philanthropy strands-the first two strands are completed.
Pilot schools: this pays for substitute teachers during inservice training, and small expenses for schools that
volunteer to be pilot schools.
Piloting of the tests: once the assessment tests are assembled, they need to be piloted in selected schools.
This pays a small stipend for their involvement as well as lay-out and publication, etc.
Field-testing tests: once the tests have been piloted they then need to be field-tested in schools across the
country. This includes lay-out, printing, mailing back and forth.
Publishing tests: once completed the tests will be published in booklets (two tests per grade level 5, 8, 11)
as a way of providing standardized assessment of student learning.
Range finding: this is a meeting in order to determine what constitutes passing at (a,b,c,d) on the tests
Summer writing meetings: this covers the cost of the summer teachers writing new lessons for the project.
It covers food, travel, meeting space for 8 weeks etc.
Library resources: technical resources to support the lesson writers and staff.
Professional Development
National teacher conference: this is a once a year conference for teachers from across the country who are
committed to teaching the lessons and belong to the Philanthropy Education Network.

�Classroom support materials: this is publication of support materials: bookmarks on philanthropists,
posters, manipulatives.
Textbooks: this is the cost for development of the textbooks (without publication costs): writers, research,
CD-Rom, preparation for the web-site.
Briefing papers: this is for publishing the briefing papers.
Website
Questions here regarding-one website or three, what the costs will be etc.
MSU-we currently have a contract with MSU to put the lessons on the web through December 2000
Novagate-we currently have the web-site on this internet platform
Publicity
Newsletter: we currently do 2 newsletters per year at approximately $15,000 per newsletter without
postage. We would like to go to 3 newsletters and expand the reach.
Conference presentations: this is mainly for travel expenses to national educational conference for
presentations about the project
ClubPhil buses: this is to purchase and outfit/staff two traveling busses to cross the country promoting
philanthropy education.
Collateral materials: mugs, t-shirts, tote bags, magnets and other promotional items.
State Coalitions
These are funds to support the development of state based coalitions. There will be ten-fifteen states added
each year.
Travel-this is for the regional rep’s to travel to meetings to establish the coalitions/includes cost of the first
meetings
Summer orientations-this is for the Project to pay 100% for the first summer orientation for teachers (10
states) and to pay for 50% as a challenge for the second summer orientation, and then the cost will be
picked up by local coalitions.
Teacher meetings- this supports meetings of the teachers in a state, two times per year in the first year, and
then to be picked up by state coalitions
Two year state coordinator-this covers the cost of paying for the state coordinator salary for two years
($30,000 per year per state). This allows the state coalition to hire someone (probably buy-out a university
faculty member’s time, or a retired teacher as a consultant) while raising the money for long-term support.
Year 1: ten states @ 30,000 $300,000
Year 2: ten new states + second year on Year 1 states etc.
Coalition Directions
This pays for the writing and preparation for the website of directions for the coalition partners on how to
start and build a coalition for philanthropy education at the state level.
Regional Offices
These are estimated costs to support the regional directors-assuming a “base” in a university or other major
institutional setting that will provide basic support (copy machines, technical support etc).

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                    <text>LTG_Budgeting_1998-03-30_Nine Year Budget Overview

Total Line Item Overview 1997-2006
Personnel
CMF Support
Office
Travel
Philanthropy Conf.
Curriculum
Evaluation and Assessment
Technology
Service Challenges
Dissemination
Total

TOTAL
2,554,888
345,000
1,034,170
170,000
15,000
1,160,600
417,100
350,000
75,500
610,000
4,827,987

Budget Detail 1997-2002
Personnel
Project Director
Curriculum Specialist
Marketing Director
Materials Developer
Secretary
Half-Time Secretary
Temporary Labor
Subtotal

TOTAL

OVERVIEW As of March 30, 1998
Phase I
Phase II
Phase III
1997/98 1998/99 1999/2000 Subtotal 2000/2001 2001/2002 2002-2003 Subtotal 2003/2004 2004/2005 2005/2006 Subtotal
241,419 251,076 261,119 753,614 271,564 282,426 293,723 847,713 305,472 317,691 330,399
953,562
20,000
35,000
35,000
90,000
40,000
40,000
40,000 120,000
45,000
45,000
45,000
135,000
91,000 107,000 112,350 310,350 117,968 123,866 111,827 353,660 117,418 123,289 129,453
370,160
20,000
30,000
35,000
85,000
40,000
45,000
50,000 135,000
15,000
0
0
15,000
0
0
0
0
153,600 399,500 267,500 820,600 300,000
40,000
50,000 390,000
50,600
86,500
90,000 227,100 130,000
60,000
50,000 240,000
215,000
70,000
45,000 330,000
20,000
0
0
20,000
11,000
43,000
21,500
75,500
0
0
0
0
0
90,000 275,000 365,000 245,000
0
0 245,000
817,619 1,112,076 1,142,469 3,072,164 1,164,531 591,292 595,550 2,351,373
1997/98

1998/99 1999/2000 Subtotal

2000/2001 2001/2002 2002-2003 Subtotal

2003/2004 2004/2005 2005/2006 Subtotal

1,015,948
981,702
541,797
386,998
483,158
165,856
7,000
2,554,888

96,000
92,764
0
0
45,655
0
7,000
241,419

99,840
96,475
58,800
42,000
47,481
18,000
0
251,076

103,834
100,334
61,152
43,680
49,380
18,720
0
261,119

299,674
289,572
119,952
85,680
142,517
36,720
7,000
753,614

107,987
104,347
63,598
45,427
51,356
19,469
0
271,564

112,306
108,521
66,142
47,244
53,410
20,248
0
282,426

116,799
112,862
68,788
49,134
55,546
21,057
0
293,723

337,092
325,729
198,528
141,806
160,312
60,774
0
847,713

121,471
117,376
71,539
51,099
57,768
21,900
0
305,472

126,329
122,071
74,401
53,143
60,079
22,776
0
317,691

131,383
126,954
77,377
55,269
62,482
23,687
0
330,399

379,183
366,401
223,317
159,512
180,329
68,362
0
953,562

CMF Support
Accounting
Public Relations
Information Specialist
Adminstration
Subtotal

170,000
42,000
45,000
88,000
345,000

10,000
2,000
5,000
3,000
20,000

20,000
5,000
5,000
5,000
35,000

20,000
5,000
5,000
5,000
35,000

50,000
12,000
15,000
13,000
90,000

20,000
5,000
5,000
10,000
40,000

20,000
5,000
5,000
10,000
40,000

20,000
5,000
5,000
10,000
40,000

60,000
15,000
15,000
30,000
120,000

20,000
5,000
5,000
15,000
45,000

20,000
5,000
5,000
15,000
45,000

20,000
5,000
5,000
15,000
45,000

60,000
15,000
15,000
45,000
135,000

Office
Basic Office Expenses

507,455

30,000

50,000

52,500

132,500

55,125

57,881

60,775

173,782

63,814

67,005

70,355

201,174

1 of 4

�LTG_Budgeting_1998-03-30_Nine Year Budget Overview

Office Equipment
Computer Consultation
Steering Committee
Mailing
Resources and Books
Legal Consultation
Subtotal

54,500
20,500
22,098
158,237
101,491
52,746
1,112,755

OVERVIEW As of March 30, 1998
Phase I
22,000
20,000
5,000
47,000
10,000
5,000
2,000
17,000
3,000
2,000
2,100
7,100
15,000
15,000
15,750
45,750
6,000
10,000
10,500
26,500
5,000
5,000
5,250
15,250
91,000 107,000 112,350 310,350

5,000
1,000
2,205
16,538
11,025
5,513
117,968

Phase II
500
500
2,315
17,364
11,576
5,788
123,866

500
500
2,431
18,233
12,155
6,078
130,059

6,000
2,000
6,951
52,134
34,756
17,378
371,893

500
500
2,553
19,144
12,763
6,381
136,562

Phase III
500
500
2,680
20,101
13,401
6,700
143,390

500
500
2,814
21,107
14,071
7,036
150,560

1,500
1,500
8,047
60,352
40,235
20,117
430,512

Travel

Philanthropy Conference
Michigan Portion
Subtotal
Curriculum
Materials Development
1997 Substitute Teachers
1997-1998 Meetings
1998 Spring Stipends
Service Learning Conferences
1998 Summer/Fall Meetings
Field Testing
Assessment Validation
1999-2000 Meetings
2000-2001 Meetings
1998 Summer Institute
1999 Summer Institute
2000 Summer Institute
2001 Summer Institute
Conference Calls
Books
School Grants
Teacher Travel
Copying and Materials

170,000

20,000

30,000

35,000

40,000

45,000

15,000
15,000

15,000
15,000

0
0

0
0

0
0

0
0

90,000
90,000
55,000
8,600
10,000
40,000
100,000
95,000
43,000
40,000
25,000
50,000
50,000
40,000
15,000
36,500
105,000
55,000
100,000

0
90,000
55,000
8,600
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0

20,000
0
0
0
10,000
40,000
75,000
35,000
43,000
0
30,000
0
0
0
5,000
21,500
0
15,000
35,000

30,000
0
0
0
0
0
25,000
30,000
0
40,000
0
50,000
0
0
5,000
10,000
0
20,000
40,000

40,000
0
0
0
0
0
0
30,000
0
0
0
0
50,000
0
5,000
5,000
105,000
20,000
25,000

0
0
0
0
0
0
0
0
0
0
0
0
0
40,000
0
0
0
0
0

2 of 4

�LTG_Budgeting_1998-03-30_Nine Year Budget Overview

Annual Lesson Competition
Standards Planner
Subtotal

OVERVIEW As of March 30, 1998
Phase I
37,500
0
10,000
12,500
70,000
0
60,000
5,000
1,160,600 153,600 399,500 267,500

Phase II

Phase III

15,000
5,000
300,000

0
0
40,000

Evaluation
Student Assessment
Formative/Summative
Longitudinal Study
Observations
Subtotal

206,100
101,000
75,000
35,000
417,100

49,600
1,000
0
0
50,600

56,500
20,000
0
10,000
86,500

50,000
20,000
0
20,000
90,000

50,000
50,000
25,000
5,000
130,000

0
10,000
50,000
0
60,000

Technology
Hardware/Software
Support and New Software
Subtotal

210,000
140,000
350,000

200,000
15,000
215,000

10,000
60,000
70,000

0
45,000
45,000

0
20,000
20,000

0
0
0

75,500

11,000
11,000

43,000
43,000

21,500
21,500

0
0

0
0

85,000
190,000
70,000
10,000
125,000
130,000
610,000

0
0
0
0
0
0
0

25,000
0
10,000
0
0
55,000
90,000

30,000
120,000
15,000
5,000
50,000
55,000
275,000

30,000
70,000
45,000
5,000
75,000
20,000
245,000

0
0
0
0
0
0
0

817,619 1,112,076 1,142,469

1,164,531

591,292

Service Challenges
Subtotal
Dissemination
Newsletters
Intermediate School Districts
Professional Conferences
State Department of Ed.
PBS Television/Teleconferencing
Training Teacher Training Pool
Subtotal
TOTAL EXPENSE

4,827,987

Ford Foundation

816,351

0

280,000

248,680

200,427

87,244

Charles Stewart Mott Foundation

600,000

0

165,000

255,000

180,000

0

Kauffman Foundation

605,436

0

129,500

201,220

254,469

20,248

3 of 4

�LTG_Budgeting_1998-03-30_Nine Year Budget Overview

OVERVIEW As of March 30, 1998
Phase I
W.K. Kellogg Foundation

Phase II

Phase III

2,170,701

750,000

500,000

250,000

340,701

330,000

Lilly Endowment

150,000

200,000

100,000

50,000

0

0

Anonymous

500,000

0

250,000

150,000

100,000

0

950,000 1,424,500 1,154,900

1,075,597

437,492

Total Income

4,842,489

4 of 4

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                    <text>DATE:

February 10, 1998

TO:

Dorothy A. Johnson, President
Russell G. Mawby, Steering Committee Chair
James Kelly, Steering Committee Member

FROM:

Kathy Agard, Project Director

RE:

Fund-Raising Discussion

Budgets Attached are overview budgets concerning our current financial situation with
the K-12 Education in Philanthropy Project. There are 5 documents:
A.

The original five year expenditure budget compared to the current three year
income (Deficit starting in year one: total gap $3,847,288)

B.

The original first three year expenditure budget compared to the current three year
income (Deficit starting in year one: total gap $2,237,166)

C.

What it would take in program and staffing changes to balance the project to the
grant income (Deficit starting in mid-year two: requires major program
and staffing adjustments)*

D.

How far we could go, assuming the current cuts in plans, before running out
of money (Deficit starting in mid-year two, funds depleted about
summer 1999)*

E.

A revision of what a solid new five year budget would look like based on what
we would now like to do (Total budget: $4.2 million, $1 million less than
the original five year budget).

These two scenarios assume that none of the cuts already made in the project are
reinstated and that the project will be completed at the absolute minimum of quality.
Fundraising Review
Funders who are supporting us:

W.K. Kellogg Foundation
Lilly Endowment
Surdna Foundation
Community Foundation for Muskegon Co.
Manistee Community Foundation

Funders poviding inkind support:

Kettering Foundation
Kalamazoo Foundation
Battle Creek Community Foundation

�Funders who have rejected our request:

Frey Foundation
DeWitt Wallace
Packard
Pew
Skillman
Hudson-Webber

Outstanding inquiry letters:

Ford Foundation
Carnegie
Gordon Foods
Microsoft

Possibilities:

Mott
Anonymous
Department of Education
Bradley Foundation
Chrysler
Ameritech (two state effort with Indiana)
McGregor (Detroit only/Parenting only)
Soros
Kaufman
W.T. Grant

(Other non-foundation folks have provided other important inkind support).

�</text>
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              <elementText elementTextId="603676">
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                    <text>EDUCATION IN PHILANTHROPY,
VOLUNTEERISM AND THE THIRD SECTOR
BUDGET OVERVIEW BY MAJOR CATEGORIES
1997-2002
Line Item
PERSONNEL
OFFICE/CONSULTATION
TRAVEL
PHILANTHROPY CONF.
CURRICULUM DEVELOP.
EVALUATIONS
DISSEMINATION
TOTAL

1997/98
280,800
120,700
21,200
178,500
690,000
217,500
15,000
1,523,700

1998/99
294,840
83,000
27,000
0
476,315
125,000
20,000
1,026,155

1999/2000
309,811
76,000
27,500
0
365,000
210,000
199,000
1,187,311

2000/01
325,677
75,500
27,500
0
134,000
35,000
120,000
717,677

2001/02
342,445
78,500
32,500
0
134,000
105,000
200,000
892,445

Total
1,553,573
433,700
135,700
178,500
1,799,315
692,500
554,000
5,347,288

PERSONNEL: This line item supports the personnel costs of 3 FTE’s assigned to work full-time on the project. These positions are
Project Director, Curriculum Specialist, and Secretary. There are also some small support costs for assistance from the Council of
Michigan Foundations. These are, for example, a small percentage of the Financial Director’s costs for handling all of the financial
management and reporting.
OFFICE AND CONSULTATION: This line item includes the office support costs for staff, mailing, telephone communications, a
legal and computer consultation, and resources such as books and pamphlets which support development of the curriculum.
TRAVEL: Travel covers mainly instate driving costs for the two professional staff members and some selective travel to national
conferences related to the development of the philanthropy curriculum.
PHILANTHROPY CONFERENCE: This line item covers the cost of a conference scheduled for October 1997. National experts
will be asked to present thoughtful essays on the key intellectual issues related to the framing of this curriculum. They will be meeting
with the development site teachers who will be applying the ideas presented. The essays and the discussion will be published for use
by the site development schools and others interested in the teaching of this material.

�CURRICULUM DEVELOPMENT: These are the costs associated directly with the development of the curriculum and the related
teaching units. The line item includes support for teacher time, continuing inservice training, computer communication and research,
an incentive to local advisory committees to support service learning projects, mini-grants to the schools for library books and
assistance with service-learning coordination, development of related bibliographies, and access to a national panel of advisors.
EVALUATION: There are several components to the evaluation strategy. These are:
Formative Evaluation during each of the five years of the project
Conference Evaluation of the results of the national philanthropy conference and the essays which result
Summative Evaluations at the end of the third year, and the end of the fifth year
State and National Conference Evaluation of the dissemination efforts
Evaluations of the validity and efficiency of the student learning outcome assessment process/tool
A longitudinal study of the results of exposure to this curriculum on the adult philanthropic behavior of the students involved.
DISSEMINATION: This line item supports the various formal dissemination strategies including:
An ongoing newsletter to organizations and individuals in related stakeholder communities
Curriculum materials to each of the Intermediate School Districts in Michigan
Inservice training materials at each of the Intermediate School Districts in Michigan
A special dissemination conference in the State of Michigan for key stakeholders
A special dissemination conference with an invited national audience of key stakeholders.
Print materials as needed.

�</text>
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