41 24 5790 https://digitalcollections.library.gvsu.edu/files/original/02d1723bcca43f48e100af55e4fdd8fa.pdf f597fee50ffe0f8c2d88c27dd57106fd PDF Text Text "Partnership for People and Progress: The Nonprofit Sector's Evolving Relationship with Michigan's Government and Business Community" (Video Floor Plan) Camera 0 Door Moderator Panel Camera Panel 0 Panel 0/A Mic Door 0/A Mic 0 " 0 0 Camera Camera Audience I Doorl I Door) Vjdeo Dtrector � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Summit_1992-02-28_Video-Floor-Plan Title A name given to the resource Michigan Nonprofit Forum 1992-02-28 summit video floor plan Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum Description An account of the resource Michigan Nonprofit Forum 1992-02-28 summit video floor plan. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49727 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-02-28 https://digitalcollections.library.gvsu.edu/files/original/a4d52ebd375fea7d68ac110f28ea457c.pdf 1daf341ea6dcc874a71a6a352db21b08 PDF Text Text MR. YAMANISHI ^^^ DR. SEDERBURG MR. ANDERSON MR. IVORY \/C>l - MAWBY . BANDSTRA MS. GALLAGHER OSTl£A_M£V MR. COX CUNNINGHAM CtA SEN. VAUGHN R. WILSON MR. ROEHRIG DR. CLARK . KOSTEVA MR. EPOLITO CO»W MR. BIANCO MS. MILLER 6A M T AS. L L_ ^—) DR. PAYTON _ BLEWS . &^M AV/ 1 D<£, S �MR. YAMANISHI MR. ANDERSON MR. IVORY DR. DR. REP. 0 MS. GALLAGHER MRS. UPJOHN M^y MR. cox SEN. VAUGHN FR. CUNNINGHAM cOMJ\fflLA&MR. ROEHRIG DR. WILSON DR. CLARK OJX-AA C MS. WORK REP. KOSTEVA MR. EPOLITO MS. MILLER MR. BIANCO Me. DR. PAYTON DR. BLEWS M£. U& �MR. YAMANISHI MR. ANDERSON DR. SEDERBURG MR. IVORY DR. MAWBY REP. BANDSTRA MRS. UPJOHN S&. MS. GALLAGHER MR. COX FR. CUNNINGHAM SEN. VAUGHN DR. WILSON MR. ROEHRIG DR. CLARK MS. WORK REP. KOSTEVA MR. EPOLITO MS. MILLER MR. BIANCO DR. PAYTON DR. BLEWS � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Summit_1992-02-28_Panel-Members-Seating-Chart Title A name given to the resource Michigan Nonprofit Forum 1992-02-28 summit panel members seating chart Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum Description An account of the resource Michigan Nonprofit Forum 1992-02-28 summit panel members seating chart. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49726 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-02-28 https://digitalcollections.library.gvsu.edu/files/original/03d5ced366e093a6b46d810d05e2a310.pdf b8b15258cf2e7c4bb101ac06794f70a9 PDF Text Text '---+~ ~ MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MIClllGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 MNF Summit- February 28. 1992 "Partnerships for People and Progress: The Nonprofit Sector's Evolving Relationship with Michigan's Government and Business Community" Convener Ms. Maryellen I. Lewis Executive Director Michigan Nonprofit Forum Moderator Dr. Edward 0. Blews, Jr. President Association of Independent Colleges and Universities of Michigan Speaker Dr. Robert L. Payton Director Center on Philanthropy, Indiana University Panel Members Mr. N. Charles Anderson President Detroit Urban League Mr. Joseph P. Bianco, Jr. Executive V .P., Founders Society Detroit Institute of Arts Hon. Richard Bandstra State Representative MI House of Representatives Mr. Aaron Cantrell Vice Chair/Voluntary Action Ctrs of MI Executive Director Voluntary Action Center of Kalamazoo Mr. Anthony Benavides Third Ward Councilmember City of Lansing Dr. Jane Deane Clark Senior Director Michigan Health Care Institute Michigan Hospital Association �---- --- ------------------------- Mr. Edward L. Cox Mr. Lawrence Roehrig President and Chief Financial Officer Accident Fund of Michigan Secretary/Treasurer AFSCME, Council 25 AFL-CIO Fr. William Cunningham Executive Director Focus: HOPE Dr. William A. Sederburg V.P. for Public Policy and Director Public Sector Consultants Mr. James Epolito Chief Executive Officer Blue Care Network/Health Central Ms. Janne G. Gallagher Counsel Harmon, Curran, Gallagher & Spielberg Ms. Elizabeth Upjohn Board Member Kalamazoo Foundation Ron. Jackie Vaughn ill State Senator Michigan State Senate Mr. Frederick H. Hoffecker Assistant Attorney General State of MilCharitable Trust Division Dr. Mark I. Wilson Director Nonprofit Michigan Project, MSU Mr. Robert E. Ivory President United Way of Michigan Ron. James A. Kosteva State Representative MI House of Representatives Ms. Lois Work Vice President New Detroit Mr. Herbert Y amanishi Executive Director MI Community Action Agency Assoc. Sr. Monica Kostielney Executive Vice President Michigan Catholic Conference Dr. Russell G. Mawby Chairman and CEO W .K. Kellogg Foundation Ms. Judith Miller Michigan Business Ombudsman Michigan Department of Commerce ref:f12/27192,aummpanl.lat\prograrna\all1D1Ili1\6400\mjt �MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 MNF Summit- February 28, 1992 "Partnerships for People and Progress: The Nonprofit Sector's Evolving Relationship with Michigan's Government and Business Community" Convener Ms. Maryellen J. Lewis Executive Director Michigan Nonprofit Forum Moderator Dr. Edward 0. Blews, Jr. President Association of Independent Colleges and Universities of Michigan Speaker Dr. Robert L. Payton Director Center on Philanthropy, Indiana University Panel Members Mr. N. Charles Anderson President Detroit Urban League Mr. Joseph P. Bianco, Jr. Executive V.P., Founders Society Detroit Institute of Arts Hon. Richard Bandstra State Representative MI House of Representatives Mr. Aaron Cantrell Vice Chair/Voluntary Action Ctrs of MI Executive Director Voluntary Action Center of Kalamazoo Mr. Anthony Benavides Third Ward Councilmember City of Lansing Dr. Jane Deane Clark Senior Director Michigan Health Care Institute Michigan Hospital Association �Mr. Edward L. Cox President and Chief Financial Officer Accident Fund of Michigan Fr. William Cunningham Executive Director Focus: HOPE Mr. James Epolito Chief Executive Officer Blue Care Network/Health Central Ms. Janne G. Gallagher Counsel Harmon, Curran, Gallagher & Spielberg Mr. Lawrence Roehrig Secretaryrrreasurer AFSCME, Council 25 AFL-CIO Dr. William A. Sederburg V .P. for Public Policy and Director Public Sector Consultants Ms. Elizabeth Upjohn Board Member Kalamazoo Foundation Hon. Jackie Vaughn Ill State Senator Michigan State Senate Mr. Frederick H. Hoffecker Assistant Attorney General State of MilCharitable Trust Division Mr. Robert E. Ivory President United Way of Michigan Hon. James A. Kosteva State Representative MI House of Representatives Dr. Mark I. Wilson Director Nonprofit Michigan Project, MSU Ms. Lois Work Vice President New Detroit Mr. Herbert Y amanishi Executive Director MI Community Action Agency Assoc. Sr. Monica Kostielney Executive Vice President Michigan Catholic Conference Dr. Russell G. Mawby Chairman and CEO W .K. Kellogg Foundation Ms. Judith Miller Michigan Business Ombudsman Michigan Department of Commerce rcf:02/27/92,aummpanl.lat\programa\aummit\6400\mjt � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Summit_1992-02-28_Panel-Members-Final-Version Title A name given to the resource Michigan Nonprofit Forum 1992-02-28 summit panel members final version Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum Description An account of the resource Michigan Nonprofit Forum 1992-02-28 summit panel members final version. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49725 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-02-28 https://digitalcollections.library.gvsu.edu/files/original/1a2e965e45fc939a7e8169e53ad4c879.pdf 88c852ab4a6c32e5e4e23e28f87011ce PDF Text Text MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An alliance to promote giving, volunteering and a strong, effective nonprofit sector in Michigan. MNF Summit - February 28. 1992 "Partnerships for People and Progress: The Nonprofit Sector's Evolving Relationship with Michigan fs Government and Business Community " Convener Ms. Maryellen J. Lewis Executive Director Michigan Nonprofit Forum Moderator Dr. Edward O. Blews, Jr. President Association of Independent Colleges and Universities of Michigan Speaker Dr. Robert L. Payton Director Center on Philanthropy, Indiana University Panel Members Mr. N. Charles Anderson President Detroit Urban League Mr. Joseph P. Bianco, Jr. Executive V.P., Founders Society Detroit Institute of Arts Hon. Richard Bandstra State Representative MI House of Representatives Mr. Aaron Cantrell Vice Chair/Voluntary Action Ctrs of MI Executive Director Voluntary Action Center of Kalamazoo Mr. Anthony Benavides Third Ward Councilmember City of Lansing Dr. Jane Deane Clark Senior Director Michigan Health Care Institute Michigan Hospital Association �Mr. Edward L. Cox President and Chief Financial Officer Accident Fund of Michigan Fr. William Cunningham Executive Director Focus: HOPE Mr. James Epolito Chief Executive Officer Blue Care Network/Health Central Ms. Janne G. Gallagher Counsel Harmon, Curran, Gallagher & Spielberg Mr. Frederick H. Hoffecker Assistant Attorney General State of Ml/Charitable Trust Division Mr. Robert E. Ivory President United Way of Michigan Hon. James A. Kosteva State Representative MI House of Representatives Mr. Lawrence Roehrig Secretary/Treasurer AFSCME, Council 25 AFL-CIO Dr. William A. Sederburg V.P. for Public Policy and Director Public Sector Consultants Ms. Elizabeth Upjohn Board Member Kalamazoo Foundation Hon. Jackie Vaughn HI State Senator Michigan State Senate Dr, Mark I. Wilson Director Nonprofit Michigan Project, MSU Ms. Lois Work Vice President New Detroit Mr. Herbert Yamanishi Executive Director MI Community Action Agency Assoc. Sr. Monica Kostielney Executive Vice President Michigan Catholic Conference Dr. Russell G. Mawby Chairman and CEO W.K. Kellogg Foundation Ms. Judith Miller Michigan Business Ombudsman Michigan Department of Commerce rcf:02/27/92, summpanl. lst\programs\ ummit\6400\mjt � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Summit_1992-02-28_Panel-Members-Draft Title A name given to the resource Michigan Nonprofit Forum 1992-02-28 summit panel members draft Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum Description An account of the resource Michigan Nonprofit Forum 1992-02-28 summit panel members draft. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49724 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-02-28 https://digitalcollections.library.gvsu.edu/files/original/25d17c9a6fb1bf900881b191b408c49e.pdf ee0489327fb23d3f759eb8946a6d0450 PDF Text Text MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An ailianct to promote giving, volunteering and a strong, effective nonprofit sector in Michigan. MNF Summit - February 28. 1992 "Partnerships for People and Progress: The Nonprofit Sector's Evolving Relationship with Michigan's Government and Business Community" Convener Ms. Maryellen J. Lewis Executive Director Michigan Nonprofit Forum Moderator Dr. Edward O. Blews, Jr. President Association of Independent Colleges and Universities of Michigan Speaker Dr. Robert L. Payton Director Center on Philanthropy, Indiana University Panel Members Mr. N. Charles Anderson President Detroit Urban League Mr. Joseph P. Bianco, Jr. Executive V.P., Founders Society Detroit Institute of Arts Hon. Richard Bandstra State Representative MI House of Representatives Dr. Jane Deanne Clark Senior Director Michigan Health Care Institute Michigan Hospital Association Mr. Anthony Benavides Third Ward Councilmember City of Lansing Mr. Edward L. Cox President and Chief Financial Officer Accident Fund of Michigan �Fr. William Cunningham Executive Director Focus: HOPE Mr. James Epolito Chief Executive Officer Blue Care Network/Health Central Ms. Jaime G. Gallagher Counsel Harmon, Curran, Gallagher & Spielberg Mr. Robert E. Ivory President United Way of Michigan Hon. James A. Kosteva State Representative MI House of Representatives Sr. Monica Kostielney Executive Vice President Michigan Catholic Conference Dr. Russell G. Mawby Chairman and CEO W.K. Kellogg Foundation Mr. Lawrence Roehrig Secretary/Treasurer AFSCME, Council 25 AFL-CIO Dr. William A. Sederburg V.P. for Public Policy and Director Public Sector Consultants Ms. Elizabeth Upjohn Board Member Kalamazoo Foundation Hon. Jackie Vaughn in State Senator Michigan State Senate Dr. Mark I. Wilson Director Nonprofit Michigan Project, MSU Ms. Lois Work Vice President New Detroit Mr. Herbert Yamanishi Executive Director MI Community Action Agency Assoc. Ms. Judith Miller Michigan Business Ombudsman Michigan Department of Commerce rcf: 02/27/92, summpanl. Is t\pro grams vsummit\6400\mjt �MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An alliance to promote giving, volunteering and a strong, effective nonprofit sector in Michigan, MNF Summit - February 28. 1992 "Partnerships for People and Progress: The Nonprofit Sector's Evolving Relationship with Michigan *s Government and Business Community " Audience Members Mr . James Barrett President Michigan State Chamber of Commerce Dr. Christopher M. Clark Professor of Education Michigan State University Ms. Susan Bolhouse Vice President Waverly Board of Education Ms. Donna M. Clarke Administrative Assistant Michigan Nonprofit Forum Mr. Paul Booden Director Michigan Health Occupations Dr. Kenneth E. Corey Dean, College of Science Michigan State University Ms. Betty Boone Interim Director MI Council for Arts & Cultural Affairs Mr. William Dansby Executive Vice President Michigan Optometric Association Judge Thomas E. Brennan President Thomas M. Cooley Law School Mr. Arthur Dudley President Greater Lansing Urban League Mr. Aaron Cantrell Executive Director Voluntary Action Cntr/Gr. Kalamazoo V.P., Volunteer Centers of Michigan Mr. David O. Egner Executive Assistant to the Chairman W.K. Kellogg Foundation �Mr. David Fukuzawa Program Director The Skillman Foundation Ms. Sharon Parks Senior Research Associate Michigan League for Human Services Ms. Barbara K. Goldman Office of Ombudsman Department of Commerce Mr. W. Calvin Patterson Executive Director McGregor Fund Mr. James Helmrich Public Relations Director Michigan Bell Telephone Company Ms. Linda Patterson Administrative Director Council of Michigan Foundations Mr. Frederick H. Hoffecker Assistant Attorney General State of Ml/Charitable Trust Division Ms. Helen C. Philpott Chairman Community Foundation of Greater Flint Mr. Steven L. Johns-Boehme Executive Coordinator Michigan Ecumenical Forum Ms. Judith A. Rapanos Chairman MI Council for Arts & Cultural Affairs Ms. Dorothy A. Johnson President Council of Michigan Foundations Dr. Rene Rosenbaum Research Associate Julian Samora Research Institute Mr. Glenn F. Kossick Executive Director Metro Health Foundation Mr. Glenn R. Stevens Executive Director Presidents Council, State Universities of Michigan Dr. Judith Lanier President Partnership for New Education Mr. Forrest Lewis CPA Plante & Moran Mr. Robert S. Lewis Consultant Lewis Associates Ms. Frances Parker President League of Women Voters of Michigan Mrs. Maryann Tillson Administrative Secretary Michigan Nonprofit Forum Mr. Thomas Turner Secretary/Treasurer Michigan AFL-CIO Rev. Leonard M. Young Michigan Region President RLDS Church rcf:02/27/92, fummaudi. l«\progniu\suinmit\6400Vmjt �MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An alliance to promote giving^ volunteering and a strong^ effective nonprofit sector in Michigan. SUMMIT FEEDBACK Please take a few moments at the conclusion of the summit to answer the following questions. Your thoughts are important to us. You will help us in our assessment of this session and provide some direction for future summits. Please leave this form on your chair. 1. What was most valuable to you in today's summit? 2. Was this a useful format for addressing the issue? What changes in the format, if any, would you suggest? 3. What would you suggest as important nonprofit-related issues for consideration at a future summit? 4. Who are other Michigan leaders we should invite to future summits? Please indicate both name and organization. �MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An affiance to promote giving, volunteering and a strong, effective nonprofit sector in Michigan. MNF Summit - February 28. 1992 "Partnerships for People and Progress: The Nonprofit Sector's Evolving Relationship 'with Michigan's Government and Business Community " NOTES: ��MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 Ail alliance to promote giving, volunteering and a strong, effective nonprofit sector in Michigan. Maryellen J. Lewis, Executive Director EXECUTIVE SUMMARY The Michigan Nonprofit Forum is a statewide alliance to prqmote the awareness and effectiveness of Michigan's nonprofit sector, and to advance the cause of voluntarism and philanthropy in the state. Background. In response to challenges facing the nation's nonprofit sector, volunteer leaders and executives often statewide organizations concerned with voluntarism and philanthropy in Michigan met on August 31, 1988 to form the Michigan Nonprofit Forum. Initially designed to convene members for joint discussions about shared issues, the Forum has evolved into an entity charged with achieving a new awareness and increased capacity of Michigan s nonprofit sector, and with interfacing funders, nonprofits and the public (working together with existing efforts in the state) to promote voluntarism and philanthropy in Michigan. To achieve these goals, the Forum does not itself serve as a field-specific trade association, competing for memberships and support with existing associations in Michigan. Instead, the Michigan Nonprofit Forum creates, for the first time, a statewide mechanism for dialogue, planning and cooperative action among all stakeholders in the nonprofit sector. The Forum brings together local and statewide leaders of nonprofit organizations, as well as public and private funders and tax-supported institutions (such as the public schools and universities) that also have an increasingly-recognized stake. The activities of the Forum address voluntarism, philanthropy and the nonprofit sector not as proprietary interests but aspubiic gopds. which broadly affect the state's economy, polity and quality of life, and which therefore merit careful analysis and planning, human resource development, informed public discussion, and dependable investment. �MNF Board of Trustees The Forum's Board of Trustees serves as the governing body. Although it is not intended to represent all stakeholders — an impossible task ~ it does bring together a small number of statewide organizations and their elected member representatives, to achieve a broad reach into many fields. Organizational Members Association of Independent Colleges and Universities of Michigan Council of Michigan Foundations Council of Michigan Urban Leagues Jewish Community Council Michigan Association of School Administrators Michigan Association of School Boards Congress of National Black Churches/Michigan Affiliate* Michigan Catholic Conference Michigan Community Action Agency Association Michigan Community College Association Michigan Council for Arts and Cultural Affairs Michigan Ecumenical Forum Michigan Health Council Michigan League for Human Services Presidents Council, State Universities of Michigan United Way of Michigan At Large Members Richard H. Austin, Michigan Secretary of State John S. Lore, National Vice Chair, National Society of Fund Raising Executives Russell G. Mawby, CEO and Chairman, W.K. Kellogg Foundation George W. Romney, Chairman. The National Volunteer Center, and Former Governor of Michigan Elizabeth S. Upjohn, Vice Chairman, Kalamazoo Foundation "Invited, still in formation re f: exec s u mm. doc, adm /oth r, 0000 �MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An alliance to promote giving, volunteering and a strong, effective nonprofit sector in Michigan, Guiding Principles of the Michigan Nonprofit Forum Adopted by the Board of Trustees October 28,1991 A. The future of Michigan's economic well-being and quality of life depends on the commitment of its citizens and future citizens to the values of the nonprofit sector. Therefore it is in the best interest of the sector and the state to actively encourage voluntary giving and service. B. The service of the nonprofit sector to the public depends on an interactive partnership between service providers, funders, policy makers and the public. The Michigan nonprofit community should promote constructive dialogue among all these parties. C. In order to assist in re-educating the public and public leaders with concrete evidence of the PUBLIC BENEFIT of the nonprofit sector, the Michigan nonprofit community should encourage and undertake studies of its many unique benefits provided to the community at large. D. Michigan's nonprofit sector should define and aspire to the highest management standards of ethics, efficiency, and accountability, while preserving its historic and essential independence. E. The Michigan nonprofit community should develop and advance the philosophy of tax exemption, as well as positive public policies and incentives, to promote the vitality of the sector; and then play an active role in encouraging Michigan's leadership — including elected officials — to embrace it. F. The Michigan nonprofit sector should take an active role in shaping statewide regulations and rulings that define clear, consistent interpretations and applications for purposes of tax exemption. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Summit_1992-02-28_Packet Title A name given to the resource Michigan Nonprofit Forum 1992-02-28 summit packet Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum Description An account of the resource Michigan Nonprofit Forum 1992-02-28 summit packet. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49723 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-02-28 https://digitalcollections.library.gvsu.edu/files/original/18bee601d02987439c5f5c072338d2a5.pdf 1fcd503b8955743723937ba30ab5895b PDF Text Text MICillGAN NONPROFIT FORUM MNF SUMMIT February 28, 1992 "Partnerships for People and Progress: The Nonprofit Sector's Evolving Relationship with Michigan's Government and Business Community ' �MICHIGAN NONPROFIT FORUM SUMMIT February 28, 1992 Lewis: · ~ I hate to say that we're already running a little lat its not a great way to start but its just an exciting ning. I want to welcome you to this first Summit of e Michigan Nonprofit Forum. I'm Maryellen Lewis. I 'rn e Executive Director of the Michigan Nonprofit Forum whic is sponsoring this event. You' 11 be hearing much more abo it when it's on the tape. Right now, we're not so I can e a little more relaxed. We have a very, very distinguished here this morning. representing leadership from ree parts of our communities -- government, business an the non-profit sector. We also have a very, very distingui ed audience, so I know ~hat its going to be very lively. ou will be hearing more about that when our moderator be ins. I want you to be encouraged to speak up, to make ur comments, particularly the audience at the invited sec ions, to be sure that you don't feel intimidated by thes cameras around here or the fact that there are television ights focused down on you. You will be getting an overvi of this morning's program from our moderator, but I wanted o take a few minutea to give you a little orientation, just s a set-up, because I know it may be unfamiliar to some of ou. In case you ha~'t noticed, you're being filmed and aped, but I don't want you to be nervous about that. Th e have been a lot of arrangements made to make this as ac ommodating as possible. The tables are triple lathed so that there won't be a noise problem. You have need to worry about the mikes. · You don't have to touch em. In fact, it would be much better if you didn't. Andy don't need to lean in to them. · Just speak normally. T ey're set up to accommodate to you. It would be best if y did pay a little attention to your papers apd not have th papers brush up against the microphones. That can cause me problems. Also, please ~ep in mind that the discussion is not just among the p le who are here today, although that's your immediate au ·ence. But because this is being taped, we will be editing pe tape and it will be used through our network statewide r educating and informing the public around the state abo these very issues. They will be used at ... the edited t e will be used as a stimulus for round table discussi in various parts of the state. I should also point ou that word "editing" means that you don't have to worry t much if you make some kind of a snafu and you want it cut .ut, . it will go right on the cutting room floor. / tI 1 �~ The cameras ... The microphones are automa That is, when you begin to speak, the microphones autom ically pick you up. That means that if you're talking to y r ne· hbors, it will pick you up. So please pay a little b. of tention to that. However, the cameras are not automati and cause of that, we will need to pay a little bit of att tion o accommodating to our camera crews. So our moderat r wil recognize you. If you wouldn't mind paying some a tenti to this moment of having him recognize you so that the c era can then turn to you. Now that may get a little more fficult if things get a little hot, but, for the mos part, we'll try to do that. And with this audience that we have re, I'd like to make two points for you so that you'r ' full~ aware of this. This mike is not live now, I believe but ill be when we have the points where the audience w·11 be invited to speak. When you speak, would you please wai to b recognized by the moderator _so that, again, the camera can ocus on you. You might want to, during the discussion, take orne notes (There is notepaper in your folders.) so tha yo can direct your comments to specific people or point tha were raised. And remember it will be edited so your mm ts can then be put adjacent to those comments in the f nal tape. Also, when you do speak, please say your name, yo r ganization and your title so that those who are not here in this room and who won't know you will have some underst nd · g of where you are coming from. And now I think that w ' ready to begin. I see the cameras are all focused and e dy. Our moderator this morning is someone that most of .Y already know very well. He is the President of the Ass ciation of Independent Colleges and Universities of Mic I . gan, and he is also the Chair of the Public Policy Commi~ e of the Michigan Nonprofit Forum. I'm very pleased to int oduce to you Dr. Edward Blews. Blews: Thank you, Maryel n. These are my pre-camera remarks. I'm your Phil Donohue or the day. I will be much kinder, though, than he general! / is to his audiences. I would like to offer &.. word of co endation to Maryellen Lewis and our MNF Executive Dire or and her staff for all of the work that they have put into his wonderful project. And I'd like to thank ea:h ?f you l a~ers who graciously consented to participate. Th1s :s an e it1ng but maiden voyage and trial r~n of a grand experLment, o please bear with us and be adaptable ~s we go. Before th 'Cameras roll, I would like to share just a few nd ground rules about the logistic~. First about . .t. From now until about 9:40 we'll h~~e the 1.ntroduc 1.on of the Summit, Dr. Robert Payton's comments ~e' 11 s t . the stage for dialogue, and then we '11 have th~ 1.ntrod t1on ?f the panelists, and it's my job to try to keep us on rack w1th that process. Then from about 9:40 to noon, 2 �with a mid-morning break I assure you, we will go through three stages of dialogue. Stage 1 in lves dentification, definition and values of the nonprofi sect Stage 2 will speak to the relationship between g vernm t, business, the nonprofit sector and the changi g d issues and tensions that are at play in tho re ionships. Stage 3 will involve insights for the fu ure the relationship or the question, "Where do we go fr m he e?" That gives all of you, then a sense of where we h pe be going today. A few other preparatory commen f the panelists in addition to what Maryellen has shared, ; an as panelists you'll want to be prepared for a couple of s e that will come very quickly after Dr. Payton's remarks. F rst, we ask you to please be prepared to briefly introduc ourselves around the. table. So rather than having the mode a or drone on as you sit there and stiffly smile and the came pans the room, each of you will tell the audience, both t video tape audience and the real - people in the audience h , who you are. We ask you to be very brief in that and s e this information about yourself: your name, your title, name of your organization, and one sentence about what y represent or the constituency or interest that you repr ent. If you wish, you're welcome to write out a note about that before that point in the program. A fore-warning. gin Stage 1, we will play a little word association game. m not going to tell you what the word is yet or you won't b very spontaneous about it. But we ask you ... There will b two of these, and we ask you to write that word on what shou be a fairly stiff piece of card-type paper in front of you. · And you'll want to locate that and be sure that you have th The one word you' 11 write on the one side and then write t:he other on the other, and you've got a marking pen at ur table so you can write it nice and legibly and boldly an argely so that as we go around and do this word associa , we'll ask you to hold up the card and be sure to poin toward a camera so that as you say the word, the camera c ' n also visually pick up the association that you have made. t/. Thirdly, 1 ur discussion we want to focus on principles, dynamics ~ relationships. Please feel free to cite cases or issues i llustration of principles or relationships; but let's av i debating interminably specific issues or specific .politic issues. We want to focus on principles and on relatio ihips here. Though J hours seems like a lot of time, with the caliber of the h ~ts and minds on this panel, I assure you that it will fly it already is flying. We have a full agenda, so plea be frank and forceful in your comments, but also try to be ccinct. On the other hand, I will need plenty of help in 3 �I J trying to moderate this panel, particularl n avoiding dead space on the air. So please be read~ jump in -- freely jump in. But I do ask you to give s~ sort of a signal when you're ready to speak out so that . an attempt to recognize you and that also gives us the/'~ se that brings the camera around to you. If you use ac;o s, please help to interpret them. Realize that we're ta ng to an audience that does not necessarily know what IC which happens to be the acronym for our association. I bt that any of you knew what that acronym meant until I mentioned it. to the audience. As Maryellen has And then an inv it mentioned, there 11 be 2 points in the program where you will be invited come to the microphone here and join in the discussion. T first will occur at the end of Stage 1 of the discussion wh we talk about identification of the nonprofit sector, and en the second will come at the end of Stage 3 as we try to ing a sense of closure and a sense of conclusion -to the d berations of the day. I trus that I have anticipated any questions that you may have d, having said that then, we will not proceed with all due arning to the cameras to the formal part of the program he today. Hello. It is my privilege to welcome you to this special and first summit sponsored by the Michigan Nonprofit Forum. On behalf of the forum's Chair, Dr. Russell Mawby, our Executive Director, Maryellen Lewis, and the Board of Directors of the Forum, many of whom are gathered in this room, we invite yQu to brace yourself for a lively and energetic dialogue about some issues and relationships very important in our society today. My name is Edward Blews, and in my professional life, I serve as the President of the of the Association of Independent Colleges and Universities of Michigan. But I stand before you today, as a member of the Board of Directors of the Michigan Nonprofit Forum. Established in 1988, the Michigan Nonprofit Forum is a dynamic new coalition of statewide organizations and leaders representing the wonderful diversity of nonprofit entities. The Michigan Nonprofit Forum describes itself as, and I quote, " ... a statewide alliance to promote the awareness and effectiveness of Michigan's nonprofit sector and to advance the cause of volunteerism and philanthropy in the state." In its relatively short life but rapid maturation, the Forum has evolved into an enterprise charged with achieving a new awareness and increased capacity of Michigan's nonprofit sector, and with interfacing funders, nonprofits and the public to help promote volunteerism and philanthropy in this state of our's. / �I / '!'he Board of Directors of the Forum has adopted 6 guiding principles designed to reflect the mission of the Michigan Nonprofit Forum. One of those principles states, "The service -of the nonprofit sector to the public depends on an interactive partnership between service providers or nonprofit entities, funders, policy makers and the public. The Michigan nonprofit community should promote constructive dialogue among all these parties." You will probably hear the word "mission" used rather frequently, or so we hope, during the discussions of the day. This Summit which brings us together really goes to the very heart of the Michigan Nonprofit Forum's mission. Those of you who talk and those of you who listen and look in on today's proceedings are really participating in a rather historic event. This is a unique undertaking, an exciting experiment. It is the first in a series of forums bringing together our society's leaders to think on compelling issues aff~cting our society and the nonprofit sector. The purpose, though, is not to provide the answers but rather to pose and clarify and stimulate the est· rom th~m to sga~ - ~q 9n- o dialogue this par ou all - It s Now very shortly we will be introducing our very distinguished panel of government, business and nonprofit leaders. But first, to set the stage for our dialogue, we will hear some .remarks by a very distinguished national leader and recognized expert on philanthropy. Before I introduce him, let me simply mention for the information of the audience that he has prepared and circulated to the panelists today a paper discussing the theme of this particular summit and he will ( share some comments about that theme in just a moment. His name is Dr. Robert L. Payton. He comes to us as the Director of the Center on Philanthropy at Indiana University. From 5 �I 1977 to 1987, he served as the President of the EXXON Education Foundation. His very impressive leadership career has included 2 college presidencies and a United States Ambassadorship. The recipient of honors to numerous to cite, he is an author on philanthropy who puts his words into action as leader and volunteer for countless good causes. Please J01n me in welcoming Dr. Payton to address us on the topic at hand. Dr. Payton. Payton: Good morning. I am very pleased to be here with you. I was pleased to be invited to prepare the paper that has been circulated to you. It occurred to me when someone commented before the meeting that they had read the paper that I hope it is provocative enough to serve its purpose, but not so provocative that it puts its author in jeopardy. I hope to stimulate conversation that comes from you because you ~ £.Q_~!ty_ t:._hc?~ is the matter of fQPC~~n _QI! tht§ _ / Over the last several years, along with everyone else, I have been profoundly impressed by the events in Central and Eastern Europe. I'm old enough to be able to say that my generation as a generation never believed that it was possible that such events would take place without vast bloodshed and destruction. So it is that this most extraordinary event provide us with, I think, an extraordinarily important opportunity. Given the conditions that would cause this meeting to be of compelling interest to the people in Michigan, what would an analogous meeting bE like in Russia today? Who would come and w_hat values and understandings would they bring? We're advised they're invited to provide advice increasingly to countries in that part of the world that will help them develop a third sector. What we are watching is a situation where societies are moving from a condition of being one sector societies, with strong encouragement from the West to -become two sector societies in the beginnings of suggestions that they should become three s e ctor societies. It is my strong conviction that unless they become three sector societies, they will not become democracies. It is my very strong conviction that understanding that the United States is a three sector society is essential to understanding it as a democratic society. 6 �This is not a subject at the margin of our interests. This is a subject at the center of our lives, whichever sector we are parts of, because as citizens we have had the great good fortune to become members -- to be members of a three sector society. The first sector can be thought of -- the government that is -- as having an essential defining term, and the term that I have to use that says that without it you can't talk about government is the word "power"; the legitimate use of force in behalf of the community. If you take the notion of that away from your notion of government, it seems to me your notion of government collapses. There is a defining term of the second sector that will be something like the word "wealth" or the word "property"; the right to acquire and use and to dispose of wealth and property according to your own individual private interests. If you were to take that out of the marketplace, the second sector, ~t would collapse. So my habit as a professor is to say to my students, "Then, of course, you're ready to tell me what the defining term is for the third sector. " And, along with most professors, there has been a heavy, ominous silence. I will break the silence and tell you that my notion is that the word has to have something to do with morality, and I mean morality only in the sense that intervening in the lives of other people for their benefit with no public mandate is a moral action. And if you took that out of the third sector, you wouldn't have a third sector. Final for a · stance responsi ·lity. asking fo n9 formal what we usua might come t articulated request for of self-he has no fo reasonab doing to ally, the central er, complex system ay, usually with a cu cardboard box with the 7 the place of self-help in alking about. . . I do this, A cube is, in my case, a ords around the side. Its �the kind of thing that Rubik w ld have designed as a cube if he'd nly had tenth grade geo try like I did. But the first face o it, in other words, s ys "self-help." The second face says utual aid. What e you and your family and your friend and your neighbo s and your associates and your collea es and those othe people who do have some f al or informa claim on you, wh re you doing in that waY, working togethe with others, to de with the problem? II The thir Its a rec as indivi mutual be or so diff we will no us to part most famil certain ki If each on mutual aid, satis factor question. people for 11 ord "goverrunent a sistance." any things that e cannot do s accordin to our self-in erest or our re some t ·ngs that ar so important omplicated t at we have o a~sume that ose things, b we will require all of some way, that to sa , the simplest, e will decide t tax a e another to do se 3 questions is red -- self-help, ent assistance ome plausible way, or you, you then fa the philanthropic u prepared to offer as ist nee to help those you have no personal, responsibility? Now a cube h s bottom and I'm not trying t uggest superiority a d inferio "ty here. But since we're lking about philant opy, the t p of the box says that t e is a dimension t at cuts thro gh all these things all t time and that's th word ~~altruis concern about othe If that were t a factor in the human condition, uldn't be here. We wouldn't be ta king about this subje t. t's always pre ent to some extent The most :igid, ri~ ro s libertarian is !truistic to some e ent, like ~t or no then all the est of us who are, viously, high-min d a d altruistic are also egoistic, self-i terested -- to s e ex e t. And altruism and egoism are not only on the top and t e bottom of the box, they are on each side of t!lis d · cussio . That the people who come to you have a selfinter t just s you have an altruistic one. But you should reme er they h~ve altruistic concerns and that you have selfinter sted ones\. II -- ink some of these brief notes are intended to suggest that this first sector of government, these notions of self-help and mutual aid in the marketplace and elsewhere, and philanthropy -- self-interest -- concern about others -interact in our lives in absolutely extraordinary and wonderful ways that makes our society, in my judgement, the most privileged that I know of. And I hope that sense is not something that one is that proud about in the sense that its a claim of virtue on one's part because we are not here 8 �because of our own initiatives but because of others who have gone before us have made it possible and desirable for us to be here. That principle of the philanthropic tradition that we are part of is what, I think, really distinguishes American democracy. It is the best thing, I think, that we have that we can share with the rest of the world. It is the best tradition, I think, to help us face the kinds of difficulties you're talking about in your community and we're talking about in mine today. Each one of us is not just part of a sector. Each one of us is a part of that tradition, And so I wish you well in your discussions and will close at that point -- short of my normal 50 minute lecture. Thank you. Slews: Thank you, Dr. Payton. I'm certain you were very popular with your students with that kind of lecture. To carry on the dialogue from here, we have gathered around this table a panel of leaders from government, from the business ~orld and from the nonprofit world. And at this point I'm going to toss out a little teaser because it may that there is a fourth sector. These 3 sectors that I have mentioned, and sector is a term that we will hear frequently today, are certainly a significant, significant part of the infrastructure of our society. The government or the public sector, the business world or the for-profit sector, and the nonprofit sector or what is sometimes called the charitable world. And I will mention the teaser, that there may be a fourth sector that somebody may strike upon as we continue our dialogue here. There are 2 things in particular that strike me about this particular panel. The first is that they are a very, very distinguished group of government, business and nonprofit leaders. The second thing that strikes me about this panel is its diversity. Now I am also acutely aware that a panel of leaders like this cannot be kept down and cannot be kept silent for very long. And so we are going to now ask each member of the panel to briefly introduce himself or herself and the perspective from which they speak to us today, beginning with Mr. Yamanishi on my left. Yamanishi: Thank you. My name is Herb Yamanishi. I'm the Executive Director of the Michigan Community Action Agency Association. Community Action Agencies are part of the old War on Poverty Program. We cover all 83 counties of the State of Michigan and are one of the largest social service/human se:;vice delivery systems in the State of Michigan serving pver a million and a half people. - ~d cni'isi a•A 7 l' enanr;t? j7Blv+nt=the 9 �..... Sederburg: Mawby: I'm Bill Sederburg, Vice President of Public Sector Consultants here in Lansing, Michigan. Public Sector Consultants is an independent, for-profit research firm specializing_ in ~tate P'!!Uic .policy _ ,Qnd .public ...opin~ · 1 !~91.1;h . _J Afi" YQli ~e~eed rWhaF sec t:er Wet; ~Bp:1!888ft'8 I l~i:tia tiae .l_:!!:!!.of R"£1 !? ~·••• ifisw!W:tants 1 _!•re'"2L[£r:£FQ!L.li: \ I'm no sure exactlry what sector I'm supposed to be representing, so I think I'll represent the for-profit sector today and shed my 12 years previous experience of Qeing in the State Legislature. I'll let the other folks on the panel that are currently in the Legislature try to defend that in~titution • . I'm Russ Mawby, Chairman W. K. Kellogg Foundation -grant-making foundation. as the Chairman of the Nonprofit Forum. and Chief Executive Officer of the which is an independent, private I also have the privilege of serving Board of Trustees of the Michigan Up john: I 'rn Elizabeth Up john. I'm Vice Chair of the Kalamazoo Foundation. I am 1992 Campaign Chairman of the Greater Kalamazoo United Way Campaign, so you can see I'm a bit of a masochist. I am new kid on the block as far as the Michigan Nonprofit Forum is concerned, and delighted to be here. I've been a volunteer in Kalamazoo County for more than 42 years. Kostielney: I'm Sister Monica Kostielney, the Executive Director of the Michigan Catholic Conference, which is the public policy arm for the Roman Catholic Church in Michigan, which addresses the issues ranging f~c_:>m, ~g~ng __ to taxation and everyt!ling- in _ betwe~n, 'l ._ he · · p -tnershi fo ~- coal~t~on - do · yo . Cunningham: ---- · --- ~--- - -- I 1m Father William Cunningham, Director of Focus Hope which is a Metropolitan Detroit Human and Civil Rights organization, and our objective over the past 23 years has been to stimulate people and help people to become p~_y.ctive as a major part.£! their ri ht in . humS\n. di,gn.i,~y ! / -· · ~~ t Roehrig: J ~ a I I 'm Larry Roehrig. I 'm Secretary /Treasurer of the American Federation of State, County and Municipal Employees, Council 25. I'm here on behalf of the entire membership of the Michigan AFL-CIO ·0[a£Stapds fsa elli:! MuG£ leaR -EgderartQo/l 10 �Clark: I'm Jane Deanne Clark, Senior Director for Health Policy Analysis at Michigan Healthcare Institute which is the notfor-profit research arm of Michig~n Hospital Association. Michigan Hospital Association represents all close-to-200 hospitals in the State of Michigan. They are, in the vast majority, nonprofit and in addition to that, I also am Executive Director of a unique organization which combines business, state government and the hospitals in the data collection effort, and that organization· is called Michigan Health Data Corporation. Kosteva: H~llo. I'm Jim Kosteva, a fourth term Legislator from southeastern Michigan. My legislative focus has focused on ~he E's -- education, environment and economic development. Bianco: I'm Joe Bianco from The Founders Society of the Detroit Institute of Arts which is the private sector support organization of the DIA. My entire background, as some of the people in this room know, has been in engineering and finance and economics, and yet I found myself running a major corporate giving program some years ago, now in the nonprofit sector asking for money and trying to assist in the management of a nonprofit. So I've had a chance to look at it from both sides. Hoffecker: I'm Fred Hoffecker. I'm an Assistant Attorney General. I work with Frank Kelly. For the past decade or so I've been fortunate enough to have as part of my duties of supervising the Charitable Trust section of the office and working with both sides of the nonprofit sectors, both the grant givers and the grant seekers, and I'm very pleased to be here today. Benavides: Hello. My name is Tony Benavides and I'm a Councilman for the City of Lansing. I'm also Executive Director for Cristo Ray C~mmunity Center, a human service agency which is a private, nonprofit organization located here in Lansing. Cantrell: Hello. I'm Aaron Cantrell. I guess I'm here in 2 capacities. I'm Executive Director of the Voluntary Accident Center in Kalamazoo and Volunteer Centers are basically there to recruit volunteers who are trained through our administered volunteer program, and to promote the whole concept of volunteerism. I'm also a Vice President of the Volunteer Centers of Michigan which is made up of all the Volunteer Centers here in Michigan and our purpose is to develop new centers and to promote volunteerism throughout the State. 11 �l ler: I'm Judy Miller. In my present life I am now Michigan Business Ombudsman ~n the Department of Commerce, a gubernatorial appointee given the responsibility of solving problems that businesses have with State government and providing some solutions in regard to that. Also, on special assignment in the areas of Arts and Child Care. Epolito: Hello. My names is James Epolito. I'm the Chief Executive Officer of Blue Care Network/Health Central, a Lansing-based 70,000 member Health Maintenance Organization. Work: Good morning. I'm Lois Work. I'm Vic~ President of New Detroit Incorporated which is the nation's first urban coalition. We began in 1967 to try and insure that the needs of the poor and the disadvantaged in Detroit and the Detroit Metropolitan Area are met. We do this basically through advocacy on a policy level and through serving as both a ~atalyst and an implementer of program projects. Wilson: Hello. I'm Mark Wilson of Michigan State University where, in addition to teaching Political Economy, I direct a nonprofit Michigan project which is a research and information dissemination initiative to inform the nonprofit community in Michigan more about its experiences and the scale of operations. Vaughn: Hello. I'm Senator Jackie Vaughn III, Associate President of the Michigan Senate. I'm a student both of the public and the private sector. Coxa Good morning. My name is E. L. Cox. I'm currently the President and Chief Executive Officer of the Accident Fund of Michigan. In my former life, I was the Chairman of the Amerisure Insurance Companies representing the business sector of this and the target of many of you for contributions over the years. Gallagher: I'm Jan Gallagher. I'm a partner in the Washington, D.C. law firm of Harmon, Curran, Gallagher & Spielberg. I practice extensively in the area of exempt organization law. I edit independent sector's quarterly publication, STATE TAX TRENDS FOR NONPROFITS. And I 'm currently engaged as a consultant for independent sector in the development of their white paper on the role of nonprofit organizations. Bandstra: I'm Representative Rick Bandstra, a Legislator in the Michigan House from west Michigan. I'm in government now. In a previous life I was a lawyer in the private sector and I continue to be involved in a lot of nonprofit board activities back in Grand Rapids. 12 �Good morning. My name is Bob Ivory. I'm the President and Chief Professional Officer of the United Way of Michigan. United Way of Michigan is an association of some 110 United Ways throughout the State about $139 million in this past year ~ 10 ~ta~~~~~~~~ \ Anderson: Hi. Blews: Jhank you to each of you. Through those introductions we can certainly see the interrelationship in our own professional and personal lives between the 3 sectors that we have described. In his prepared paper, Dr. Payton described this Summit as an exercise in exploratory discourse. We enter the discussion with questions, and will explore possibilities. I'm N. Charles Anderson, President of the Continuing to quote from Dr. Payton, the Summit itself has no authority to affect change. In fact, the Summit has only the moral authority we may bring to it, individually and collectively. If we are successful, others will carry the discussion forward towards action and implementation. We will be pursuing this discussion in 3 stages. We might think of it as the booster stages on a rocket or on a space ship. Each stage of the discussion, we hope, will thrust us forward to the next level and the next stage of the dialogue. Those 3 stages, briefly stated, are first identity or identification; secondly -- the evolving partnerships; and thirdly insights and principles to guide us into the future. S!:age 1, then, really poses an identity crisis. That is, what is the identification of the nonprofit sector? What is this entity -- this thing that we call nonprofit? What is its role in a pluralistic and democratic society? What do we expect of it? What values energize it? What distinguishes it from government and from business? 13 ~ I �I Let's begin with a little game of word association. It may be revealing. Each of our panelists has a large card in front of them and a marker pen. I'm going to ask them now to write on that card the very first and honestly the very first word or adjective that com.~s into _, y..QQ;r; mind when_ we s~ t!;!e_. word ":~. ' r fit secto " . :::~e=:&~ 9t!*;r!s~~';;~!me~~ Anderson: Well the first thing I think of is Social Services·. Wilson: I used Invisible, because we look at what nonprofits do but we don't think of how they're organized. Work: And I used Conscience. I thought I needed one word. I meant Community Conscience. Bianco: We're all working together for the good of the Community. Kosteva: I thought of a different bottom line -- Fund Raising. 14 �Roehrig: Spoken as a Treasurer -- Donations. Cunningham: Spoken as a theologian -- Voluntary. Because it springs from the highest instincts and highest ideals of human · nature·. K9stielney: I wanted to put Hard Work but I put Service instead. Upjohn: Spoken from experience -- Volunteer. Yamanishi: You've got two votes for Charity. Blews: -Charity wins by a plurality. That's marvelous. An illustration, again, of the diversity of the sector. But let's play the game one more time. What word now, what value ... What value pops into your mind when we say the word nonprofit sector? What underlying value do you first think of? And the pens are busily scribbling again\. What value do we think of associated first with the nonprofit sector? And : : s time we' ~~[~~i:_h_ C~~ncilman Benavidef8c1 ie"- that 1: Benavides: Commitment. Cantrell: Caring. Miller: Love. Epolito: Credibility. work: Service. Wilson: Altruism. Vaughn: Good for All. Cox: Altruism. Gallagher: Another vote for Altruism. Bandstra: Yet another vote for Altruism. Ivory: Community Good. Anderson: Positive Results. 15 j 1 �ssion. - --·-- Kosteva: Eternal Hope. Hoffecker: Freedom -- to make choices, where to put your time or your money in your altruistic way to do good. Payton: And my word is Democracy which tries to capture these notions of Community and Caring. Slews: Mr. Epolito, you used the word Credibility. As a person from the business perspective, how do you think of the nonprofit sector? How would you define or describe, in a paragraph, what the nonprofit sector is? Epolito: Blews: Representative Bandstra. As a legislator, what do you think of? What is your definition of the nonprofit sector? Bandstra: I guess I'd like to follow up on something Jim said about that and I think that what's happening here with the credibility problem is what happens so often times in all kinds of institutions in our society, that good apples are infected with the aura that surrounds some bad apples. And I've often wondered whether we, as State Legislators or nationally, ought to come up with some better system of required disclosure of 16 --- - �·, how nonprofit organizations work to provide assurance to everyone that through some standardized reporting system, the institutions that they are supporting are reputable and worthy of their support, to deal with the kind of public perception problem that sometimes does infect the nonprofit side, unfortunat~ly and unwarrantedly often. Blews: How do you in the nonprofit sector react to that particular idea? Father Cunningham? Cunningham: To me, credibility is ... is less ... far less important than integrity. I don't think people ought to be trusted or believed. I think they ought to have track re~ords to be abl~ to demonstrate that they're worthy of the support of government and partnership with industry. · Blews: Lets refer ... return to the notion, though, of legislative involvement in terms of helping to assure accountability of -the nonprofit sector. Mr. Bianco, from the perspective of the Detroit Institute of the Arts, how does that resonate with you? Bianco: setting that framework would be a very healthy contribution, in my opinion, that the Legislature could make to the credibility of our nonprofits. Blews: You've used the term "definition" in your comments. Sister Monica, as the Executive Director of the Michigan Catholic 17 I ,; �Conference you're part of the nonprofit sector. define the nonprofit sector? Kostielney: How do you Well, I think my understanding of the nonprofit sector comee from the very nature of the human person, and that is if you begin with the premise that each person is good and has desire to do good and then moves out from that premise and coalesces with other people to good for society or for the common good, you have a legitimate group of citizenry who have a right to be as recognized as the other sectors in society. I do not see the nonprofit sector as kind of picking up what other people can't do or won't do. I see that as a bad approach to nonprofits; but rather that there is a basic good that drives one to accomplish good and that is a basis then for forming the nonprofit sector, inn the whole spectrum or range of issues or values that touch human lives, from basic human needs to the transcendent values that we all seek -- going ri ht f sic huma s to the art.s. f" And ' 0 ~ e . tim pla-c en, fo eliOnpro ec -:t - be pres nt d v · e in ~ _ .+t j es. •Erie, Blews: We've said a great deal about values with regard to the nonprofit sector. But when we ask the question of definition, we really haven't very clearly defined what the nonprofit sector is. And we're fortunate ve with us toda a national ert th ~-e~~ou5s~~ona · .· . . a-n-e~~he 9!~~~~~~~~~;;:~~~~ er, you a w Miss firm and is aagrecognized expert the definition and the protection of the nonprofit sector. And she, as you have heard, is conducting a study of the independent sector or the nonprofit sector in the process of preparing a white paper on that very subject. Miss Gallagher, structurally, what is it that makes nonprofits nonprofits? Gallagher: I think that probably the single, most important structural differentiation is the one that we've already discussed this ~orning, and that is the concept that nonprofits, as a matter of law, are barred from operating for the private benefit of anyone. That's a concept that often doesn't get, in my judgment, the attention it deserves. It certainly is the single characteristic that distinguishes nonprofit organizations most clearly from business enterprises. The -concept of no private benefit involves an attention to salary levels that are reasonable, to operating in a way that doesn't advance the private interest of any individual or any selfselected group of individuals. It also, for most of the organizations today we're calling nonprofit, involves a commitment of their assets irrevocably to a public purpose. Again, that's something that sometimes gets lost in discussions of the differences between a business and a 18 �nonprofit organization. A self-imposed characteristic, not one that 1 s actually required by law, at least not very frequently, is that the types of nonprofits, again that we're discussing this morning, typically are governed by volunteer Boards of Directors. And, again, that's an aspect of nonprofit structure that, I think, has not gotten the public attention that it deserves recently. The concept of a group of volunteers coming together in a community to form an organization in response to a community need, and then lending their time to provide policy guidance to that organization, is an important characteristic of nonprofit organizations. Finally, I think its a characteristic of nonprofit organizations that they do exist to provide some form of public good or public benefit. :, slews: In your study, · you've been looking at the broad range of entities that fall within that term nonprofit sector. Can you _give us a sense of what that range encompasses? Well, for purposes of the independent sector paper, the organizations that make up independent sectors 1 membership and the steering committee of the group that's looking at this issue have divided themselves into the following categories: we have arts organizations; we have civic and human rights organizations; education; environment; health; public advocacy; religion; and social welfare. And that, I think, is a fair description of the diversity that makes up the independent sector. Blews: As we played the word association game, it was fascinating to see the number of different values that were identified with regard to the nonprofit sector. And I understand that in the study that you are conducting, that is, in fact, one of the things that you are compiling is, in a sense, a compendium of those values that are found within the nonprofit sector. Could you give us a checklist of those values? Well, the approach the steering committee took in its qiscussions was to try to evolve a set of values, social and cultural values, that the nonprofit sector embodies and nurtures. And I'd like to stress that this paper, thank you, that this paper is very much in the process of development; that the values that I'm about to describe are not finished, and that I'm very appreciative of the opportunity to be here -this morning, and I hope that this discussion is going to inform my further work in this area. The first value that we've described is called ... we're calling "Giving, Service and Community." And this value states something that we just heard all around this table this morning -- the basic moral obligation of people to care for and serve others. It ... As we're using the term, its defined 19 �., as the value that creates a fundamental sense of community. Without giving, without service, we don't have community. I \ The second value is "Pluralism. " And, in a sense, that's almost antithetical because at the same time that we're building community, we're also affirming the value of diversity, the ability within the community to speak out for other points of view. And that, I think, is one of the critical things that nonprofits must do. Nonprofits also, within the concept of pluralism, encourage individuals, encourage groups to come together to act on their own values and their own beliefs. They provide a structure for people to do that. I I "Civic Participation" is a third value. Again, its a way for individuals to come together to act for positive social change within our democratic structure, and in this way, and I think ~hat Dr. Payton mentioned this in his paper and again this morning, we're ... we are sustaining and renewing the democratic process. Without viable voluntary organizations, the democratic process would wither. The next value is the "Development of Human Potential." Most nonprofits exist in one way or another to a greater or lesser extent to help people to grow -- to be as good as they can be. In this value we have the commitment to excellence in education, to excellence in scholarship, to research, to artistic expression. We have a lot of other things in this value as well. The development of strong families, sound health, healthy environment, an overall positive moral character for people, altruism. / : /- . . ._ \) ~ ~~ ' \ )) \ "Compassionate Response to Human Need" is the next value. That's a very important one for the social services sector. Voluntary organizations are the ones who exist to mobilize community resources to care for the poor, the sick and the disabled, the elderly, others with special needs here in the United States and around the world. Finally, we have the value of "Faith." Its impossible to talk about the independent sector and ignore the importance of the religious community within it. And through the voluntary sector, we have churches and religious organizations which provide a means for people to practically express their faith. Religious organizations ... (tape stopped) / \) ') I 1 ,·' 1 \.· . " \ ... at least three others. One is the important role that nonprofits play as the protector of the legacies of past cultures, and I think that that is a critical role for the arts community. A second is that nonprofits play an important role in this country in providing perspective on the future. ~ince they're not bound by a profit motive, nonprofits are ) 20 I �able to guard the present, look to the future, hopefully to plan as we make transitions into the 21st century. And, finally, and I think that this is very important for nonprofit organizations to be themselves, to be architects and practitioners of ethical behavior. And this is a value ... I think the other values are ways in which nonprofits provide a structure for people to act. This particular value is one in which nonprofits themselves must set the example as a way, again going back to what Dr. Payton was saying a few minutes ago, as a way of teaching people trust. Blews: Bianco: Thank you. What's the reaction to those values? Mr. Bianco? r ' d - ' t wan t e Qn nse __ \ . j~ ' when we talk about what's difference between the third sector or the nonprofits and the other two sectors within the ynited States, that's one perspective. Auoteer perspectiy~ that I think ':! need to eyawilllO iit lii'i!EO pajnt jp these kjnds ol, djSCJ1§5ione 1 ooh:ia•A I iiHRkly hope 'nljll he on-going f..Qr <N.ite a 1ibne because I tn1nk there s a gxeat challenge to the tltttd sec LUL yotny we . bit in thiS . country today I and I hope . 9 (\ hQve tg compara• In the United States, as we well know, there is about 31 per cent of our Gross National Product that is consumed by taxes in the Gross National Product. The European example, as I'm sure many of you have studied these things probably more carefully than I have, have seen that about 41 per cent of the European Gross National Product is consumed in taxes . The European model is certainly, from a value point of view, has many of the same Christian and Judea-Christian values and motivations that are here in our society. I think those kinds of values are operative and strong influences on both sides of the Atlantic in that sense. But in the European models, clearly they have made a different decision. The third sector is certainly not as important there as it is in the United States, and they've made a decision to provide the basic kinds of caring services that Sister Monica referred to. T~ey've made a decision to provide for arts, for culture, for education, for all of those things; but they've chosen to provide it largely through federal government taxation and federal government programming. So in that sense, clearly we have a remarkably different model in the United States. And then I think we get into the question of, "Who delivers the service the best? What are the results?" It seems to me Charles had a results sign over there. Who delivers the results better? And I think that alone is a tremendous challenge to all of us in the nonprofit sector to think about/ iW--'~~,.s the int make is that ( 1) we re cle ly if en om h Eu pe mo to not ng Pro s or o bo t he 1 mo el· and wit ·n ur ntry, the he th sector and go ernmental 21 �Blews: Yamanishi: Mr. Ya.manishi. It seems to me that what Jan has put down here and what we're defining is not ... nonprofit sector is not quite as pure and as moral as we would like it to be. I don't think it is. The underlying assumption is, and historically, we had charities and the concept of charity was what was used. As a matter of fact, if you look at the history of nonprofits, the term charities used to be used in a ~ot of the names of organizations. The United Way had charities in its name previous to the time it changed to The United Fund. I think nonprofit sector can't be defined quite so pristine and purely. Its a dynamic. Its a force that's pushed between the private sector and the public sector, and you have institutions, organizations within the nonprofit sector that -are leaning one way or the other constantly. Its a dynamic that ... and you' 11 find organizations that are mimicking, maybe almost substantially, the private sector in the way in which they operate and the way in which they deal with benefits, personal benefits, they way in which they address problems, etc. And then you'll find other organizations that are much more allied with government and operate in a much more experience with community action agencies. And a lot of them that, even though they're private, nonprofit agencies, had solely government funding and had government people on their Boards as directors and so then they became much more of a political entity in the lo.cal community. So you have a dynamic and that's, I think that's what we created was a dynamic that helps us to define the fo~ces between the public sector and the private sector. That's where we ... ! think we should begin to look at the definition of what a nonprofit is. Slews: Yamanishi: Slews: Dr. Sederburg, for a number of years you represented that general public in the State Senate of the State of Michigan. Dr. Payton, in his paper, refers to a rather interesting term "teliopathy" -- the loss of mission or the disease of purpose which really goes to a values question also. What's your reaction to that? 22 �Sederburg: t \f\ Blews: ' Gee, Ed, I'm just delighted to be asked that question. What about a nice softball question like, "What do you think good is? or something like that? Teliopathy, of all things. Well, as I understand Dr. Payton's comments on teliopathy, its talking about lack of focus and loss of mission in organizations -- kind of a drift without a sense of mission. And I'll try and tie that in with what Herb said and then also with what Joe said. I think government is losing its sense of mission as to what the public really wants government to do. I really feel sorry for all these candidates running around running for President because the public is giving them totally mixed messages. Do they want National Health Care? Do they not want National Health Care? · Do they want Jobs programs? Do they not want Jobs programs? And ~ts such a mixed bag that government itself has lost its sense of mission and its causing all sorts of dislocations in the political system. -The mission is also central to this debate, in my op~n~on, because I'm going to be perhaps thrown out the room here with this, but I think the nonprofit sector is defined by what the others are not. You're the residue of everything else, and its driven by market functions. For-profit, when we look at it, the public sector, we look at what are the markets out there, those market niches, that we can go out there 4nd do some work and, hopefully, make enough to feed the kids. 1 Government looks at constituencies as a marketplace and so there's a constituency that develops; government will be there with that service. And so its driven ... Those two sectors are driven by market functions. The nonprofit ... nonprofit sector is driven not by markets but by good will and philanthropy and the desires of the individuals organizing it. Its a different direction, a different flow. And so the point that Dr. Payton made about mission, I think, is central to the whole debate, ~nd that is the definition of mission. Government is adrift. The private businesses are also having mission difficulties because of the changing economy and the world, global economic forces, etc. And so that's a tough debate going on. And the mjssion of nonprofit homes ... ! don't know why I keep saying nonprofit homes ... but nonprofit organizations is very, very tricky because everybody looks to you guys to catch everything that's left in between. And that's a very difficult type of situation. So how about that for an answer, Ed. Was that all right? That sounds interesting to me. I'd like to know what Ms. Work's reaction is to that speaking for New Detroit. Is your mission defined by what others don't do and, therefore, you do? You mentioned when we talked about values, you talked about service as the value that the nonprofit sector represents. 23 --- �Work a ~~~~r:~~~~l~~~ 4 en Jan said that - the nonprofits 'ctitioners, perhaps, of moral doings, I was taken back to had you asked me, I was going to say perhaps nonprofits are both the stimulator and the implementor of good deeds. Now New Detroit's mission is, of course, to try and ensure that the poor and the disadvantaged have a voice in what occurs to them and that they ... their human needs are well taken care of. But what Herb said earlier, I think, really applies here, too. Nonprofits depend often on where they get their money from. New Detroit gets a lot of business /corporate funding, but we have also had many, many grants that were government funded. And, I think, depending upon where your funding comes from, often you have to lean a little more toward the values and the practices of the sector that gives you the funding. Our mission, I would say, is to be a stimulator and a practitioner of good deeds. However, the business sector, who gives us a lot of funding and I think this is a good thing, is making sure that we become more businesslike and more effective in what we do. The government sector, when we have their costs of funding, wants us to be, obviously, a little more political depending upon where the funding is coming from, and also has a very different kind of bureaucratic view of how you spend your funds. So I would say that I think the nonprofit sector, indeed, has its own mission, but it is often one cannot separate the 3 and how one gets its funding and who funds you. Blews: All right. Senator Vaughn, we've talked about values and we've talked about the mission of the nonprofit sector. As a Senator, how important do you consider those values and that mission to be? Vaughn: I consider them to be extremely, but I'm more confused now than ever. I have a constituency here and back home and so I'm constantly pulled in all directions. If you noted when you asked me the original question, I said nonprofit is good f9r all. Its the first thing that came in my mind. And then I had a little notation, though. Things held in common. It doesn't benefit the left or the right. I should rise above my own ethnicity or political persuasion and do what is right. And I find that in listening here to all of you, I want to be reelected and I consider that as one of ~y missions -- and w~ talked about mission -- and yet I want to be liked and I want to be loved and I want to do what is right, so I'm torn between the forces, but I never lose sight of the fact of why I'm here. I'm here to help for all, for a people and to rise above my own ethnicity and my own political persuasion and try t.9 s~y, :·wJtat: Hould benefit society mu~!l bet:_ter?_•:_j So~e I ss n 1s lea~ _ thi , ut . _no leap · -m~o es . . ~ ...::_ ·_ /l \ \. ~) I ? I I - ___......--#~ --- - - - - - 24 - - , �Senator, you raise a very important and a new point, and that is that in order for a Legislator to serve that public good or that good for all that you described, that Legislator also must be reelected from time to time. This, after all, is a democratic system. Representative Kosteva, with your constituency, is there a value placed on the nonprofit sector on the kinds of missions that we've described such that you can, as a Legislator, be a proponent of the nonprofit sector and still be reelected? Kosteva: Clearly, because many of the purposes that the nonprofit sector and the governmental sector strive to achieve are so similar. The benefit of all, the public improvement, the ability to advance human potential, to respect the diversity of our nature and of our culture and institutions, I think that's very easily done. The beauty of the nonprofit sector, in my eyes, is that it allows the individual choice to be ~ade. The individual choice on the part of individuals to be able to pursue the nonprofit contributions and roles and volunteerism that they individually choose to participate in. It allows them to advocate for those particular causes, and with that advocacy and that participation and that choice comes a commitment to those causes. And so I think its one of the fullest expressions of the participatory democracy that Jefferson brought to this country. So clearly, to the degree that the government sometimes deals with the collective good, the nonprofit sector, I think, their well-defined mission at the present time, on a more individual basis, I believe is more well-defined than the governmental sector and the business sector as it comes to social concerns. I think they're very, very compatible with constituent concerns as an elected official. Blews: Dr. Mawby, you're on the funding side as the President and Chief Executive Officer, Chairman and Chief Executive Officer, of the Kellogg Foundation. Are the values that you have heard and the missions that you have heard worthy of your support? Are they the kinds of values and the kinds of missions that do w~rrant the support from a foundation such as yours? Mawby: Well, we, as a grant-making foundation, of course, work very closely and share, in general, the values of the nonprofit sector. Under laws established by legislative groups at the state and federal level, the nonprofit sector is defined and we, as grant makers, have the opportunity of giving funds to nonprofit institutions and organizations and to all of the units of government. So its very often a collaboration and you have to say that, as you look at society over the past 10, 20, 30 and 40 decades, the role of the various sectors continue to be dynamic and evolutionary. We passed federal legislation with funding which provides for positions labeled volunteer which are paid. And that, you know, results in some 25 �confusion. So its an evolutionary process. Simplistically, it seems to me, the nonprofit sector represents all of those 'institutions, organizations, and programs which include private initiative for the public good. And certainly the kinds of values that have been described on the cards and in the discussion are certainly consistent with the kind of a mission that we see as the particular role of grant makers in the whole collage. Blews: · Miller: Very good. How ... How well does business and how well does the government sector understand the nonprofit sector, let's say on a scale of 1 to 5 with 1 being low level of understanding and 5 being a high level of understanding, Mrs. Miller, as a former State Legislator yourself, how would you rate the understanding of the government sector and how a ·leader in government, in the executive branch, how well does government understand the nonprofit sector? I'm not certain it understands it very well at all. I would put that on a rather low side in terms of maybe a 2. Just looking at it from my current position, and even having been a community leader and volunteer in my own community, I find that government has a very difficult time being sensitive to human needs and to human value, and I think that's one of the frustrations that I feel in dealing with the governmental system now as on the administrative side as opposed to the legislative side, because we can become too isolated there from what the needs of the community are and then to better provide the leadership that I believe is needed from the government sector. Because as people have said around in several different ways as we have talked this morning, that government and business provide the direction, divide the impetus, the influence as to how a nonprofit may go. And if we don't have the leadership and the understanding of the purpose of the nonprofit, we're not able to provide the leadership that's needed. And, I guess, that's what I'm hoping in terms of my role as the relatively new kid on the block in terms of the administration of government, that we c~n bring more sensitivity to that. Blews: Mr. Cox, from a business perspective, same scale, how well does business understand the nonprofit sector? Cox: I think the business community understands the nonprofit sector very well. Each business organization certainly recognizes their own corporate responsibility to the nonprofit sector. And that's limited by their own personal resources, obviously, and as you go through a time much like we're in today, the amount of resources available for distribution becomes limited. And, you know, they have the same compassion and the same social concerns that all of us have. But its a matter of meeting the payroll or donating to nonprofit 26 .I �organizations. And their obligation, obviously, is to meet the payroll as best they can. But, no, they understand very well. There's a concern about how much of the tax dollar should be devoted to that as well. And you can't do both. You can't continue to raise taxes and then continue to expect the corporate ... the business community to find the means to solve all of the problems. Bianco: Ed, can I take a contrary view to that? Blews: Sure. Bianco: My good friend, E.L., who has always been a good contributor to the museum, it may be over after this comment ..• From my perspective and the years I spent in business, and certainly E.L. and had many, many years of exchanges together, I would say that business in the '90's is going to continue its _ chal~enge of down-sizing, right-sizing, whatever the term is going to be. As that continues, I see the corporate sector having less and less of the executive time and staff time available for volunteer ism. I think the pressures of the marketplace on our corporate structure are so severe at this point, and will continue to et · · a lobal ...c.om~t.!tive enviroruq~nt. An tnat' s Oiie- of -the - reas ~ · f w· n abo &- d · f J b we~n Euro a §YS our's be se· 1. ~~ a ha se · · ...-Buf I e corporate sector is going to be able ess. I agree with you, E.L. Like all the rest of us, corporate executives are sensitive human beings, in many cases not all. Like all the rest of society, and will take some personal interest and follow through in the nonprofit sector. But I also think we're going to see such a great pressure on profits -- we're already seeing it -- and I think that will continue through the '90's to the point where, I don't know what the current numbers are, Russ, but it seems to me the last conference board report I read, corporate contributions were 5 or 6 per cent, something like that, of the total. ·a. Mawby: That's correct. Bianco: And then foundations were another 5 or 6 per cent. So even at this point, if the corporations make up 5 or 6 per cent of the total giving pot, and that averages out at 1.6 per cent or -some number like that of pre-tax profits, if I remember that ~umber correctly also, that's a fairly small contribution out of the profits of the corporations. And if they're going to be under competitive pressure for new plant investment, for new equipment investment, they're going to have to make a simple choice. Do I give the money away, or do I reinvest in a new plant or a piece of equipment or something like that? And my point is that in the competitive, non-oligopoli~tic, 27 �non-monopoly market that the United States now finds itself competing in, the decisions, I think, are more and more going to tend toward, "Our basic job is to provide employment. Our job is to provide products and services tor this country, and more of our money has got to go in that direction." So I think there's caring there. I think there are some wonderful people to be reached. But I think the challenge to the nonprofits is going to be tremendous to make their case in a very competitive, very sensible way, because I think the corporate pot is going to be smaller both in terms of peopl~ as well as money. Blews: Part of making that case is to understand what impact the nonprofit sector has within a state such as Michigan. And we have with us a scholar, Dr. Mark Wilson, who is the Director of the nonprofit Michigan Project at MSU and who has been conducting the first study of the nonprofit sector within our state. Dr. Wilson, to bring this to a sense of closure in this identification panel, what can you tell us about the impact and what do you know so far about the size of the nonprofit sector in the State of Michigan? Wilson: I think the reason I said that it was invisible was the reaction of being a researcher trying to find information on nonprofits. Its very hard to even find out where it is and how big it is. So the impact of nonprofits is very, very difficult to gauge because we don't have a clear idea of what they do or how much they do or even where they operate. We can ... To give you an example, we find about 3,000 nonprofit organizations in the state that employ someone, and they employ about a quarter of a million workers, a little more than 5 per cent of the workforce. And that's almost easy to find out about. It was, compared to the rest of the nonprofit sector, that was easy. But it made you think about what else is the nonprofit sector doing? Well there are another 20 or 30,000 nonprofits in the state that have perhaps been r~gistered or perhaps taken on charges or have organized themselves formally, and so that's another level of nonprofit action. And then we did a case study of Calhoun County and found there were 5 to 10 nonprofits that didn't even register, that didn't even recognize themselves in a formal way. -L~~ 't see 1 . p<;>npr9fit sec.tor ..tend~ !-q be invisible. We so ne. e 1 ha e a v~ · fo 1, or t9e ~ unit group etfer omethin The small so ial groups . C re roups . p through t cracks. 28 �employees in Michigan in 1990, that nonprofit organi~ation$ - - -are generating far more employment growth than perhaps you would expect, they're about 5 per cent of the sector, but they're about 10 or 15 per cent of all the new jobs in Michigan. But beyond that, that's just really the visible, formal nonprofit sector. The invisible nonprofit sector i~ equally important, but we ju~t can't get a clear idea of what it is and where it is. Blews; Mr. Anderson, from your perspective with the Detroit Urban League, what's your reaction to all of this? Anderson: -- J - -Blews: -· I - - -- ... .... And that really leads us o our discussion which is talking about the relat~ the 3 sectors. But before we jump to that, we would like to invite anybody from the audience, if you would like to dive into the dialogue, this is an opportunity for you to do so. int~ And please identify yourself and your organization. Young: . Good morning. I'm Leonard Young. I represent the Michigan Ecumenical Forum on the Nonprofit Forum Board. I have a rather specific question that I want to ask about identity. Now we've been talking all morning and there seems to be some general agreement around the table about what identifies a nonprofit. But in my experience and in many of our experiences in nonprofit organizations, that consensus seems to break down when you come to the practical level, particularly in the relationship between government entities and agencies and nonprofits, and what actually defines a nonprofit. Let me give you several examples of what I mean. 29 f �There's one set of criteria for the IRS to determine whether an organization is nonprofit. There is an entirely different set of criteria that the u.s. Postal Service uses to determine if an organization is nonprofit and can use bulk mailing privileges. In the State of Michigan there is an entirely different set to determine whether you are exempt from sales tax or property tax in different areas. And yet again in the Attorney General's office there is an entirely separate set of criteria used to determine whether you have to apply for a charitable solicitation license or not. For a lot of organizations, especially small, locally based ones like Mr, Wilson was talking about a minute ago, considerable hardship is wreaked on those organizations in trying to sort out how all of the different entities of government and agencies look at and define nonprofit organizations. I would be ·interested in the Attorney General's office commenting a little on that from their point of view and any of the others who see how we might be able to get some kind of a consistent micro - definition of what nonprofit organizations ar~, and as we began when Representative Bandstra talked about being accountable, a single way of doing that so that people know how they may respond to inquiries and to be appropriately judged and scrutinized as Mr. Anderson was saying. We need some single set of criteria for determining thos~. Blews; Mr. Hoffecker, you're the Assistant Attorney General with the Charitable Trust Department in the Attorney General's office, Your reaction. Hoffecker: Well, its a good question and one I, frankly, welcome. We view the nonprofit sector as a method by which the tremendou~ social energy that we have in this country can be channelled and moved into doing the virtuous, good things that we've all mentioned this morning. Government, in my view, and strictly my view, should be as unintrusive as possible. I think we have a duty to guard the public against fraud, because there is charitable fraud -- it does exist, So you need some standard and some mechanism to deal with fraud. Beyond that, i~ my view, there shouldn't be any exemptions. The fact that some organization is religious in nature, and we have this concept of separation of church and s ·t ate, that should not by itself exempt the organization from letting the government know that it is out there in a nonprofit charitable function, how much money its taking in and how much its spending. ~vernment shouldn't say you have to take in, if you take in this much, you have to spend that much on your charitable purpose. That's going to be a decision for the public. If the public has access to information about the nonprofit sector, what they're doing with their income, making 101 pennies out of 100 pennies, people, I think, can make reasonable decisions on where to spend their money or, as money gets tight, more importantly, spend their time by 30 �volunteering with an organization, and make the whole process a lot better. The current statutory scheme, I think, started out as a governmental way to kind of nurture nonprofi ts. Okay, we ll make them tax exempt. We'll give them a break on certain kinds of property. To encourage people to make donations to certain kinds of charities, they get a tax deduction against their income taxes for making a donation. Well government should nurture good works that way. On the regulatory side, and that's where I come as a regulator, we need to protect the public from fraud and provide a mechanism for information for the public so that they can make decisions on what to do with their time and money without regard to whether the organization is a church, a school, a United Way en~.i sr~ or _!!!!.,~:!!;;,.!~..2£..!!.9.~ffwOf.~~.. ~;"';:2~~i.~.a~i?~.: . . , . '* 1 ·- r:; Blews: we need a morp co sistent legal definition across the _ ~ious units ~gover ent of what a nonprofit i5? t Hoffecker: 1~, ).'n consiste y is a h llmark o governm nt, but we need som basic enets tha every ody can 1 k to an 7 I know at ur 1 el, with l:he C aritable So ' c'tatio Act, we look to the 01C3 status th Internal Rev n ~ Se ice. So we try t be onsistent wit t We're tryi g ,to ' ake our organizati perate on the form with the RS . . That makes it ea · er for organizat ons. One docum ~ If we're all looking t the same docume it makes it eas for the organizatio , it makes it ea ie for the public, apd we're all lo in at the s e umbers. Arran9 nt, of the numbers n a form can ch nge oples perc~p · io s \ about organiza ons. In terms f the ostal Servi e, 'm\ not sure wha their gulation are, bu sure, bein a '?OlC3 is a b' part of · t. If e focus on as t 'tant, then think we an de with the o I I gues Y ahhi thin r 1 1 tn! Blews: .·· At •t his pp(• nt, hen, we ill take a brea We will reconvene, we wii ~ ,/ try to reconvene by 10:45, so please be quick and brief. / (Break) 31 • �ews: (Resumed Summit- 10:56 a.m.) ... public here. I'd like to say a word to our ~anel and then I' 11 say a word as the pr ram itself begins a9ain . And thank yo very much. You've don a very good job ~n the first stage here f helping us to set t e foundation aqd to deal w~some issues identity. Our al now, at p he second and third stages, is eally to allow e discuss~on to bec~much more free-wheelin And please argive ~e, with ~fie lights and all, sometimes don ' t catch the s~gnals t~ come from you. So feel free to ve your ca d qr' scre~.J'Cind yell and we'll try to get a chance o recogn ~eeveryPne. But do feel f ree to just jump in free in th' disc~ssion as we go. And my role, rather than to p 1 o b ·· the reins will be, when necessary, to perhaps rein; ' hi just a • . . just· a touch. / the discussion, ~ yo Yes, a s correc . r d ,t! ~ i _real compelled to go .to~ e mi even if its not a point we'll try to get to you where we've invited ~ h~~, you rna as quickly as we n, and the w will also provide an opportunity at t;h end for audi nee rticipation at that point. ~ c Yes, Maryel~ . / 1 wi.s: And I b · ~J-eve we may go on past ews: Yes. ~ n fact, we may go closer to 2:30. Lunch is We' Jy· announce that again in th room next door. :We' 11 ~unce that again at the appropr ate time. At this point / ......_._~;~w,..~.._,IL"l*-~~ee~t:li*a t;,g t.he-&alllQo5e&, - - -,- - . - -· - -- - .·- , __; In the first stage of our session today, we've had really a marvelous discussion about the identity of the nonprofit sector and perhaps some lack of identity or some confusion about identity. Who are we? What are we? What does that matter in terms of the relationship between the 3 sectors -government, business and the nonprofit sector -- that are r~presented around this table before us? At this point we're going to become a bit less structured in our dialogue. We have here a panel of persons who are very distinguished leaders and, certainly, feel very freely, as they should, to speak their minds, and we're going to give them the opportunity to do that in this next session, and then in the third session. Stage 2 of our discussion, though, deals with relationships. The government/business/nonprofit partnership, the question of whether there is such a partnership, whether there should be such a partnership. How is it changing, particularly in these difficult fiscal times and these difficult economic days? 32 �What are the issues, the tensions and the ramifications? Having talked about the identity ... the identity of the nonprofit sector, we now want to examine that in the context of these very, very important relationships. One of the people at our table here who certainly deals day in and day out with that kind of relationship is Mr. Robert Ivory, the President of the Unit~d Way of Michigan. Mr. Ivory, of course, is representing and serving through his organization, serving community organizations. The nonprofit sector, in its attempt to secure support and funding in dealing in that process very closely with the business community or the for-profit sector. Mr. Ivory, how would you assess the current relationship between the business community and the nonprofit sector? Is it a good relationship? Is it a bad relationship? .~ --- Ivory: -Is this in the ( -a ch e to ad OS_Pb t. usi ationshi o nited ways, a very g1ft and benefit in terms of philanthropy. In a sense, when you talk about both workplace solicitation and payroll deduction, when you put those 2 things together, that yields, usually, people talk about that being a 9 to 10 times yield over asking someone for an individual gift at any given moment in time. So the notion of having access to the workplace and to employees for solicitation and coupling that with payroll deduction has been a very strong element of the United Way system. It also is incumbent upon United Way, in order to encourage that relationship and to maintain that, is to take a lo9k at the trust that United Ways bring to the business community and to the community at large. In terms of the package of services that it brings to the workplace, and that has ... therein is a major controversy today within the United Way system, even outside of the most recent news events about the national pf"esident, there has been a major controversy within the United Way system in the last 2 or 3 years around the whole notion of choice and opening up the number of agencies that are brought into the United Way system, into the workplace. And that companies, and particularly again in the public sector, have asked that the number of agencies, the number of ~harities represented, for instance, in an organization like United Way, in fact, not be limited to a few select organizations but, in fact, be opened to a much broader base of charitable organizations. The phenomenon i s in this country as someone alluded to earlier that, in fact, we've had just an explosion of nonprofits in this country since the '60's. And there are more and more agencies who are looking to the workplace, for instance, as the method of increasing 33 �their funding. And so the pressure on United Ways today is, "What type of package do you take to the workplace to have continued credibility with the business community that you're offering a product that, in fact, is not limited to a f~w select agencies but, in fact, brings in a package of s~rvices that meet the broadest ray of co~unity good. Its interesting, in my view, one of the characteristics that we ... that make us somewhat invisible that we need to, in fact, market is one of the hallmark characteristics of the nonprofit sector is, in fact, the volunteer force. And I've always been impressed to hear George Romney talk about that volunte~r commitment and the ownership, whether we talk about it as the participatory principle of people beco~ing involved in our community issues remains a major issue for United Ways to continue working with the business community for that type of leadership and commitment to some of the community issues, So, in short, one of the things that's happening to us within the United Way system is to continue to look at that -relationship that we have with the business community in terma of presenting a package of services, a benefit that, in fact, benefits a much broader community base than a few select organizations. Blews: Mr. Cantrell, you ... you represent volunteer agencies. Mr. Ivory has talked about the important role of volunteerism. How does that relationship between the 3 sectors affect the volunteer activity in this society? Cantrell: It affects it in a very positive way. One of the things I would like to address before answering your question is the whole point of where human services, private sector, came from -- this whole idea of human services. It started with people before we had any programs, any professionals, we had volunteers who saw a problem and went out and tried to do something to cure or aid in that particular situation. One of the things I see that that whole pioneer spirit is somewhat dying. And its dying under the auspices of existing organizations, often times, in that the volunteer sees a p_roblem and tries to bring their problem forward. There seems to be now territories among agencies and if its working with children, then you're touching upon some child serving agencies. If its dealing with the homeless, some existing organizations see it. Whether or not they are behind that particular attempt to start an organization or to carry some -special type of service through has a profound impact on whether or not that program will ever get off the ground. And I see that dying in some of the communities I'm working with. As people bring forth programs, they are actually being smothered under the weight of existing programs who are goin to be ... see them as contenders for dollars. -· ··-··-- 'r· et in 34 · we- ~'ll �I think in terms of the overall relationship from a corporate standpoint, we hear often times corporations talking about being a good corporate neighbor. But often times when confronted with, "What exactly do you mean by that and what exactly ... what type of activities will you involve yourself in to ... to prove that?" Often times, you' 11 get a .•. not the type of answer you may be looking for. In terms of government, not to be a complainer or anything but they tend to kill creativity. One of the things that I see that is hurtinq nonprofits right now is the fact that creativity is being smothered under the weight of paperwork, under the weight of restrictio d that type of thing~ . A,pd I get a lot Slf -~Q&P ¥ichis•a WRi6L~iey ~RQ a~~~duating 35 �\ Reactions to that. Jan? J Gallagher: / I'd like to talk for a minute about some national and state trends that, I think, are going to affect the development of / government/business/nonprofit partnerships over the next 10 i years. Its not, I think, going to be news to anybody in this room, but I think it might be helpful to remind us all, The President's budget proposal, factored out over the next 5 years, is projecting declines in federal spending for education and training, for social services, for transportation, for community and regional development. The only thing that's projected to grow in t~e. President's budget is medical care, federal spending for medical care. The most recent, valid data on what's happening at the state level comes from a mid-December survey by the National Con-f erence of State Legislatures. At that point, 30 states were receiving less revenue than they needed to balance their budget. More ~han half the states were reporting expenditure~ for entitlement programs or education or both at a higher rate than budgeted. There were very few state reserves left because most of the states had spent them in 1991. There is an increased demand for social services, and a lot of states are cutting aid to local government as one way of balancing their budgets. Its a terrible picture. But it also is going to force substantial changes in how we deliver services, and its going to force changes in the partnerships. There's not going to be federal money. There's not going to be state money. It looks like there's not going to be local money in the short run. Someone is going to have to pick up the slack, and only nonprofit organizations are left. And that's going to, I think, force nonprofits to do exactly the things that Mr . Cantrell, I think, if I got the name from this ... that's right ... was just talking about and that is find new approaches to deliveries of services, to decategorize existing programs, to look at innovative, creative, community-based solutions to problems. Slews: Councilman Benavides, from a local government standpoint, wl)at' s your reaction? Are you seeing the same trend occurring there? And how do you see the partnership shaping up? Benavides: Well, first of all I think that we have a tremendous job in trying to educate government as to what our actually nonprofit organizations are. I see the ... there is various types of nonprofit. In terms of services, those that provide the traditional services that are commonly known to everyone, and then there is the others that are non-traditional where we take the people as we are. The problems, I think, that we have sometimes when we try to get grants and things of that kind, the first word that comes up is "duplication." You're duplicating with so-and-so. You're duplicating with this other person. And what ... what they need to know, they need to 36 �I d I \3 I •I ~ 1', .•' " I I J /\ get educated as to exactly what it is that that agency does and why. And so that ... it seems to me like this type of forum has a tremendous job, along with us, to try to educate that ~n~~lar~~tor •.J I just wanted to say a little bit about ' the United Way politics in terms of opening it up to everyone, I've been an agency director for 22 years in Lansing and I have seen many people come and go. And I know that at one time we had like maybe no more than 10 or 15 agencies. Today we got like 100. That's fine. The more, the merri~r. I think competition is good. I used to be a grqcery clerk and they used to tell me that the best thing to do is to have someone across the street that would give you competition. But, you know, one of the things that the designations, I don't know that he mentioned it, the agency designation where you designate who do you want that particular donation to go to. I have been quite concerned about that. I got my numbers from the local United Way and they were increased a little bit from the last time. But I think, you know, that deep in the living rooms or bedrooms or wherever these people are making those decisions, there seem to be a tendency, if they don't know anything about your agency, they don't know anything about what you do, or they ... they seem to designate that and I can see a lot of these designations going to a block type ot agencies in this community. And I think that if, in fact, we're gonna look at all of those as agency designations should be one. Let me say that government, I think, that its always has a tendency, and being an elected official for 10 years in the City of Lansing, I'm an advocate of human services. I work for one and I truly believe that this is where we gotta go. But I think, you know, we have the tendency to leave the human services, to leave our drugs and crime and health services to the United Way, to the foundations, to "let George do it" type of attitude. I have always advocated that we need to be responsible, that the city government, county government, and state government needs to be responsible and we need to set aside, just like we set aside for everything else, we need to set aside dollars that are gonna go to nonprofit organizations that are providing the services to t~is community. I have to believe that if we can educate ·~ and we can get 'em jobs and we can get 'em the help they need, the whole economic and social quality of life in our community will change. Blews; Dr. Mawby. Mawby; Well, I find it useful from time to time to remind myself of sort of a fundamental interrelationship or interdependence of these three sectors. That, in fact, the governmental and the nonprofit sectors are fully dependent for their resources upon the vitality, the success if you please, of the other sector And its only as business is successful that - business. government can generate its resources. Its only as business 37 �I I / is successful that employees then have the where-with-all -85 per cent or so of giving is by individuals. Its not by corporations and its not by foundations, its by individuals. And so the vitality, the success of all of society depends upon that generating force. I was ... And @O public policy then in effect decides how those resources are going to be mobilized to serve the public good. We tax to do certain things. And in those decisions, we can provide incentives or disincentives for voluntary giving. And so as an individual then, part of my contribution to society at large is through the taxe~ I; a and ar _qf ..it I-h;;'Qu h th~ ~ha;it;y, _t ~yl:ng was ntr1gue e 1er ~ ~ a he· wcf ~ co it;; " c !JP~ ema ks een ~~~~o~u~t~t~h~e~~~~~~~~~~~~~~ h mmu ,_~ cause 1 seems o m tor 1ng responsibility to higher and higher to Lansing and then to Washington, saying th~t the government or the state government ought to do these things. I think society in this period now is becoming somewhat disenchanted. We've poured massive resources into governmental efforts and I think there'~,; been some degree of frustration and dissatisfaction with the consequences. And increasingly I hear Washington saying about, "That's the state's responsibility," and Lansing sAying, ''That's really 1 you know, the county, the city, the comm~nity's responsibility. " Now there's going to be a very awkward transition here in public policy of reallocating the r~sourc~s to do the job. But if that's the direction th~t American society is really moving, then I subscribe flllly to that because I think at the community level we're able to respond most effectively to community needs. Then we've got on awkward period of transition wher~ responsibility is being shifted, the resources have not yet been reallocated, but l think it repreoents, again, that interrelationship of these ~ components of the larger picture. Blewsa ijoffecker: Mr, Hoffecker. L think that's an excellent point . . The nonprofit sector can do something that government and business can't do and that's, in my opinion, react quickly to changing social needs. One of my frustrations in government with one of the other hats that I wear in the office is that we're always reacting to something after the problem and the harm has occurred in .- .•• that's in my efforts in the Consumer Protection a~ea, Very seldom are we fortunate enough to get people with enough knowledge so they avoid the problem. The problem happens. They come to government. Nonprofits are ... can have the chance to be proactive. Look ahead. Sense what's going on and th~n try to deal with it. Government and business can try to facilitate that by allowing access to the workplace and payroll deduction to fund programs, to guard against fraud in 38 �and making information u '. ~ Blewsa Mru • Up john, you re both o. business pereon, a buu in~s s leader 1 and a community leader. What do you think apout this? Upjohn: Well, I support what you say very strongly becauee l think _that the nonprofit sector is the only game in town that can take risks. We need new kinds of solutions for some of these problems. We need more collaborative efforts where agencie~ come together. Each of them may be doing what they do bes~, and working together to bring social energy to the problQms that beset us. And for government its too ponderous and for the business community it is really not their function. aut that s where our power and our ability to set the agenda comes, I feel, 1 1 Blews: We then do go to the question of who pays. And earlier in the discussion there was a reference made to the fact that the primary -- the first responsibility of the business commun!ty is to its employees and to their benefits and compensation. And then, of course, there's the issue of shareholders il\ large corporations. Mr. Roehrig, you represent a part of the labor community. From your perspective, how should businees balance its obligation to its employees and does it have an obligation to the broa4er community through the nonprofit sector in the use of its resources? Roehrig: 39 �Blews: Reactions to that from the nonprofit sector. Anderson: want to make a quick response, because I think it p~obably one question that all of us ought to think about. Knowing our options when you talk about that in the United Way, for example, isn't really just a donor convenience. Because if you feel strongly enough about the Detroit Urban League or the Urban League, and we've had discussions nationally, you could write A check directly to me and it will be tax deductible and I don't need a third party to field th4~ money to me. So if you're talking about donor options, yQu may really be talking about donor conveniences and I think h~'s right, that you really just open up a Pandora's box and have people inundated, because a lot Qt us get matl all the time directly from people soliciting funds and then I see the United Way, for example, and others who put out money as people who really have taken some tilue to study what the issues are and try to prioritize funding those needs in a community, and not just letting it run all over the place. So I would think that somehow or another, if you have all of ~ sudden 300 entities seeking money in this corporation, yo~ really are talking about donor convenience" a~ opposed to donor options. I rai~es Mr~ . Miller. 40 Mr. And~r~on? �/ J I'd like to build on some things that everybody na~ said he~e because I think when we're talking about donor options or donor conveniences, we're talking ... we're really talking about a problem that I think we have across the board in terms of looking at what Mrs. Up john eaid about collaboration, what Jan said about creativity, what Mr. Mawpy soid about community, I think we've got to look at coopera.tion, we've got to look at communication, we've got to look at coordination, and they can't be just nice little concepts that we sit here and talk about on the table. I mean, we've got to go out and actively pursue those relations and develop tha~ . communication eo that there isn't the inundation with donations, that there isn't the duplication of services that someone··mentioned •.. mentioned here. I think that we've got to move.,.move forward because in a time of limited resources, whether its limited resources from the public sector or limited resources from the private sector, we're talking about money. But there's also _information, there are also people. And I think we have to begin to work together and I take this .•. ! give you an example in the public sector in what I do in the Ombudsman's Office. I came in at the beginning of last yea~, and I won't give you the whole long story. But in essence, what happened in our office, we had to reprioritize, we had to refocus, we had to down-size, and as a result of what we have done, we found a new direction, a new purpose and a better service. . And I think this is what this time of limited resources is all about in terms of both government, in terms of the nonprofits and in terms of the business community. And alone we can't do it, but together we have to come and do it and get it done. And I think we're being forced to do it, because its the only way we have to go now. The money's not there. Slews: Epolito: Mr. Epolito. Yeah, just very briefly, I think we've talked about a Qg!;ne;_ship- that- ~0:~ nQ.t~~~t. _.If~~~~~~~=;=~~ { l!~Ai~t&' a:;tra.gment A?ue·aaei:n~;o. ; ; : ..£J_§~ ~ ~ tsfef§ !A::iiEtlaieth-hr'fnist1iil' . \it~I think that the one ~fiing that a partnership can do, and certainly the United Way has proven this, is to set some priorities. On my desk in my office sits about, I don't know, $15,000 or $20,000 worth of requests for funding. We set up a Corporate Giving Committee and as to where we're going to allocate our resources, At the same time, our employees are inundated with requests and I -have everything from a $500 tuxedo affair evening for the Humane Society to save dogs and cats, and I'm not criticizing that because its a major priority for some people, but we have people starving. We have homeles~ in the streets. We, as a corporation, we, as individuals, have got to set some priorities as to what's important to us in this society. So I think this whole issue ot what can the partnership do, if, ~ partnership is created, ~think the .partnership could give 41 ~ 1• .~ ·i �some leadership to setting some priorities and really get to some of the bottom line issues and give some of the focus that we're lacking. Yamanishi: Blews: Dr. Clark, discussion. Clark: And I want to build on what was just said, because certainly for the health care industry, and hospitals in particular, in · Michigan and the United States, this involvement between a not-for-profit hospital and the governmental agencies that both regulate and increasingly reimburse has been an uneasy situation with tensions on both sides; and it certainly is not getting any better. If you put a little historical perspective on it, the relationship was between hospitals and you bring a health ca+e perspective 42 --· ~==-=- to the �government, with business a distance away. That is changing as well so that the triumvirate, as we are talking about !t here, is not becoming increasingly interrelated. And from the hospitals' perspective, we function as nonprofit. At the same time the government regulation is so extreme that the very flexibility that we've all been talking about in meeting the needs of the local community is increaeingly removed from the hospitals to be able to do that. At the same time, with the shrinking reimbursement, both from the public sector and from ' ' business, you have an increased constraint on what the abilities are for any individual institution to meet those I. needs -- even at the best of times. ~'d like to be able to take the suggestion that was made by Judy Miller that this Forum, and by Aaron, that this was exactly the tim~ at which we should be most inventive. But I don't think I have a tremendous amount of sense that that is going to occur in 1 health care as health care has come to be in the United States ...today. If you consider, in Michigan, that besides being nonprofit with all the things that that means, that in addition to that there is over $400 million of care in charity care that's given every year -- over $1 million a day -- and that doesn't even count what's not being reimbursed by the mandated federal and state programs. You are talking about a situation where the squeeze is coming from both sides, and the ability to respond to that in inventive and new ways is l shrinking as well because of governmental constraints and · regulations. JHewe: Ms. Work. Work: I'd just like to say that it appears as though the nonprofits . have been given the mandate to take c~re of crucial problems that are growing and that are not getting smaller, and that it is truly a mandate without money. Now I understand, and we • have been hearing at New Detroit, that we must poordinate, we must have collaborative efforts. I agree with that and I think the nonprofits have to coordinate and collaporate to the best of their ability. Then we hear no duplication of services. Perhaps there should be some duplication in order to cover all the problems, and I don't mean duplication that is a bad thing, but how much do we come together and collaborate and coordinate to the extent that we not fulfilling our mandate and handling all of those problems out there? Some duplication might be a good thing in order to ·handle all of. p;p;>blems. It is a v toygh.._ ma_!!~ate an 43 �,- - '- I services and human needs against the arts. We're going to be pitting more things against each other, I think, unless we take a really good look at policy issues. Slews: Mr. Bianco. Bianco: Before I mentioned that I did not think that during the Reagan years or now even during the Bush years the federal government is doing what it can to encourage activity in the. nonprofit sector. When we heard the rhetoric in the early '80's that the private sector must do more, individuals must do more, we were reminded by Russ that the giving is largely by _individuals. But yet during the Reagan Administration and the ta~ reform as all of us in this room know, the whole itemized deduction was taken away essentially for about 75 per cent of tax filers. As far as I know, about 25 per cent of the people itemize, somebody might back me up on that number. And so we took the federal incentive to give. We took the policy that said, "Its '1--~t~~~~...::=~t'""~~~~~~~~~~'¥-:~~~~~~ ou t . ~ Point ITUrnher~ on 1s 1s, and if there ~s going to pe 44 \ �'90's, then we need some more Why shouldn't that deduction that is truly Blews: Bandstra: -Representative Bandstra. Yeah, I think you're right, that we do have a hodge podge approach at the state level. I'm sure you're aware that we do have a limited tax credit in place for community foundations and p~rt of the bill that reinvigorated that tax credit specified that we want to do a study of the way other states structure their tax incentives for cha ize the problem here in Lansin .-1-~~~~~~~~~~~ ~~e-~~~~~~~r1Ar~~e=~~~nna~fa~~~:th-in Kosteva: I go back to Joe's point that you raised much, much earlier and that is answering the question of who delivers the results the best. If we would choose, if government makes the conscious decision to, let's say, broaden the deductibility of certain contributions, clearly that tax expenditure will cost the state government, and we will be making the conscious d~cision that Jan has talked about in terms of the e~ended pressure that state government is facing. Lois mentioned about the fact that we're pitting social services versus the arts at the present time. So if we make the conscious decision to expand the deductions and the expenditures that that can go for that will reduce the state dollars th~t will, therefore, go to social services so we, therefore, will be making the conscious decision that government has decided that somebody else, the nonprofit sector, will deliver these results better than the centralized state or federal government will. So I'm not certain if our society ... our collective society of whom Rick and I and others are reflective of that as their representatives .•• have made that decision. I think that ... ! think that they're pushing us in 45 �Blews; Senator Sederburg, as a former legislator, what counsel would you offer to this ... this gauntlet that has been laid down for the current Legislature? · Sederburg: Well, I think we're in the midst of a rewriting of the social contract in the state of Michigan. Michigan has a history and a tradition similar to Wisconsin and Minnesota of a public _that wanted public services valued, a good public infrastructure, liked high quality educational institutions, liked to fund the arts, etc. But I think we may be in the midst of a change of attitude and we may be moving more to an Indiana - Ohio type of environment in which the public says we're going to rely on the individual to make decisions and to succeed individually and we're not going to look to government to provide services, and I think that the public may be moving away from the leadership of the state. And the people around the panel and all of us probably on the bottom line feel that the government really has a role to play in providing leadership and providing some high level governmental services that we can be proud of. Joe's point in Europe, you go to Europe and people are proud of the infrastructure of the public buildings and the public transportation systems and the public image is there. I ran into a friend of mine from Minneapolis the other day and we were talking about high taxes in Minnesota, and he said, "Yeah, we have high taxes in Minnesota but we're proud of the park system and the road system and the infrastructure that we have. " I'm afraid that's changing in Michigan and the message that Jim Kosteva a~d Rick Bandstra and others are getting from their public is that they're facing economic pressures and we don't care about public services as we're having such a difficult time making it in our own family situation. And that's very frustrating and I chuckle and mention a big pitch for tax credits, yqu know, a lot of people believe these are tax expenditures. ~hat it is really just another way of the state giving direct aid to the institutions, and its just going to drive the state budget further into debt and accelerate this social rewriting of the social contract. So I'm afraid that its going to be a tough time ahead until the public really resolves in their own minds the level of public services tnat they really want 9ut of the state government. J think the federal level has done a tremendous disservice to us in Michj..gan in that the publJ..o 46 �has gotten used to having their cake and eating it, too, and · just it on the credit card for the national debt. And so in the same paper you can read about Congress passing a tax reduction bill and at the same time talking about passing mandatory health care insurance for everybody and it'll just drive the ~ational deficit further and higher and . bighe~. Well, we don't have that liberty at the state level, -but the public thinks we do. So the public ia going to write to J~ Kosteva and say, "Gee, we w~nt money . for ·the arts an<1 we want a tax cut next week, too, while you're at it." And they'll~ totally inconsistent to them because that's exactly what their Congressmen are telling them that they f.re .going to deliver in the next election. They'r~ going to give them national health care insurance and they're going to cut their tax~s. So why can't we at the state level give money for the arts and c~t our taxes? Sounds reasonable to me and I'm going to write a letter to the legislators. Blews: We'll provide the legislators' addresses to you. Sederburg: Very good. Blews: Shifting to a national perspective, Ms. Gallagher. Gallagher: Well, first let me assure you that Michigan is not alone in having a confused approach to incentives. for charitable g~v~ng. I commend to all of you Virginia's sales tax exemption system which is one of the most complicated I have ever seen. But I'm disturbed by what I'm seeing around the country as I monitor tax challenges to nonprofits. And what I'm seeing goes back to what we were discussing in the first part of the session which is a fundamental lack of identity within the nonprofit sector. Blews: And now we're talking about tax challenges not tax incentives, an importan~ prid9e in the conversation here. ~ ...:::;: •:::fl • Gallagher: ~ ~~ell1 I've waited for a long time to do that. - ., - - - .. . - -. _ ---- I 9 1Je ~sr=ma-hri i* ~ •••~~~~~~;-1£Hiti? I mean a tax exemption- is an incentive. It's not 'an incentive to charitable giving but its an incentive to the charitable organization to carry out its purposes; similarly a sales tax exemption I would put generally within that framework. p~operty Blews: Good. Gallagher: Two weeks ago, I'm told, the tax assessor's office tor Lincoln, Nebraska, was out with tape measures measuring the square footage of every day care center in every church basement in Lincoln. The tax assessor was quoted in the newspaper as saying, "Child care is not charit~le unless its free. Further, child care is not a religious purpose, " Therefore, he apparently proposes to ~equire all churches in 47 T �Lincoln to pay a proportional share of the property tax on that portion of the building that's oevoted to child care. The Lincoln newspaper, I'm further tQld, wrote an editori4~ commending this fellow for his innovative ~nd creative approach to solving Lincoln's reven\le problems. I don't understand this, except to ~ay that peQple apparently don't,, .. aren't seeing the value in child care, the importance of chilq care, the need for quality child care to preserve f~ly structures. We haven't t~lked yet about your fourth sector, which I see as the family. The Alabama Legislature -- House of Delegates -- I'm told, 2 weeks ago repealed •. ,voted to repeal all its charitable sales tax exemptions a$ part of a restructuring, taking away what they viewed as unfair ta~ benefits. I believe that's going to be correct_e d in the Alabama Senate, but I'm seeing the need for state revenlle driving, and for local revenue, driving some decisions that I think are terribly unfortunate for the future of nonprofit _organizations. I'm seeing organizations forced to spend substantial amounts of money to defend existing tax exemptions, and I'm concerned about it. I'm also seeing on the government/business/private partnership area a fund~ental exclusion of service delivery agencies from some of the dialogue that's going on. I'm told there was a conference at Wing Spread maybe a month or 6 weeks ago, I'm pot sure, a~ which government, including the Governor's Council of State Policy Advisors and business leaders and foundation executives, sat down and talked about how to restructure delivery systems. I'm told that deliverers of social services were notable absent from that discussion. Another group that I work with is trying an experiment in Virginia to renegotiate the delivery system and when they went to talk to their state funders, they were told basically, "Go away. You do what we, tell you. We don't want to hear what you think." I'm not sure how to correct these identity problems. But I think that if we don't address them pretty quickly, we're going to have some serious problems over the next 10 years. Blews: Cunningham: Do we see those same kinds of identity problems producing s~ilar challenges in Michigan? Father Cunningham? Oh sure, but the not-for-profit organizations, the complete spectrum of even to the point of antithesis •.• and I remember when Focus Hope started, one of the things that bothered me tremendously was people calling us an agency. Because by definition, an agency is something that does what other people _tell-!hero to do. They act out of a contract to do ~om~thing. ( ...~;aieQ \Ui 1 1, aa•urs>; ~deyelpp· gifweri:ft"e·s te':r=*t1fM~ Clll!t~€1 \_ 'S.atP r WQ~!'[._!!Ei; eaeJP&ia•a ·- ~y a~e ~ i@ • 8 i S!.... '.!!!) That relationship, whi"le- -very important maybe-- to certain objectives, is the death knell of the not-for-profit, highly voluntary, and what I should think of as the •.. those of you who like Lake St. Clair and Jefferson Avenue •.• all know about 48 �- I the fish fly. He comes in '\:here and get~ under your car tires and we crunch up several million billton of them eve~ yea+, I always used to think, "That's a good ,idea for not-foJ;-profJrt organizations. They guide themselves as fi~h flies, They come get something done thep get out of business," And t}\en good people like Dr. Mawby come along and say, "Hey, wait a mipute. We'd like to help you, but how long ~re you going to be around? we're lookin<J for some · consJr~tency." Rignt, Ru~~? And we're looking •.. Mawby; Cunningham: Positively. '• So you need some institutional stuff . .And there's a struggle within an organization, both to be institutiopql and to be free. And let me tell you, that's a stiff one, That's wheJ;e that small group of not-for-profits that are not agenciee. And for that group now comes the responsibility t~ take this Jb.usiness community over here and this government community on the other side, who obviously have failed to do something or there wouldn't be a purpose for the not-for-profit, and then you go and say, "Its their fault, business, and its their fault, government, that they don't know how important we are to their destiny. " Well that's a crock. Its the responsibility of the not-for-profit organization to mak~ partnerships with government and with business and to draw them along and to make some very impQrtant assumptions. The business community has an ethic. Now they're crooks. There are also crooks in the not-for-profit. But they have an ethic, and that ethic ought to be honored and respected, but its an ethic, a kind of fence around their business practice~ out of which they hope to become really rich apd take care of themselves. And that's acknowledged, There's nothing wrong with that. And government, Eugene McCarthy made a good case and its government's business is to maintain the morays, not to establish morality, not to grab ideals. And after Thomas Jefferson and all that stuff God laid to rest, the purpose of government was to maintain the institution. The purpose of the not-for-profit organization is to reach for the stars , To · ~each for the moral possible in our time and then to integra~e that with the morays lifting them up inch by inch and with the business community making them a little better, too, for the common good. Now comes this not-for-profit organization, wi.mping and whining, "By God, this is hard work. " Well of course it is. That's what you chose to set that at the helm. -And you stand up to yourself and if you're the captain of the ship, you shouldn't receive any pay. "Why shouldn ' t you receive any pay as the captain? " (This will make me very popular.) "Why should not the captain of the ship receive any pay?" Because he is inviting in all these volunteers. Come follow me. And if he gets 7 5 grand a year, how can he ask all these volunteers to come in and do for nothing what he's managing for a pretty handsome salary. We got a lot of stuff 49 �I here we've got to look at. And, finally, on a very positive side, because I think we're in for some real great surprises and while, Jane, you make some good projections there, I'll bet you didn't even project what was going to happen in Europe a year and a half ago either see. So that's nice. General Motors has 5-year plans. Now, let's talk about projections, You know we have an aging population in this country that's pretty healthy, pretty healthy. And instead of those poor folks sitting down there in their condo around the sw~in9 pool discussing in Florida, or Boca Raton tg ~ap~ific, the latest and the m~st effe~tive laxatives..:.J'w~y 1 aft&. I !•~ th~ ·- ·- - - .. - -.. - - folks you've got to give back? When are we 9oing to start telling them, you've had a nice life ~~ time to give back? And to give back as a fine government ~epresentative. Yo~ don't have to go out from GM and now become a con$ultant anQ _make $500,000 a year. You've got enough to take care of you for a while. Come on, give back. I had a guy come in the other day and his wife finally said, convinced him last year, time to give back. I have a major doer. He's in at 7:30 every morning, setting the discipline for the entire organization because he's a good guy and wants to give back, and he figures at 65 he's got 10 years to give back. We have a tremendously developing population in this country of people who've been around the block a !ew . time~ho- are au~=atest _!:r~!is ure . c~~I!5! g ~~ back L J2att;, we ' •&a & \i~.., !ull!!fil&!&a j ) ~_@s!,t!!f=a.a•e ~··sa-! . , <?t a;...-athe~ a'~. Frankly, I thinx '"weve got to get busy asnol'lproffts and forgive our government •t re that's _whr · :55£·!iZ_~;~~!E~n~ an~u~~·!-ar b~aus,e we_'~er!S cr~tic~sm and I have no criticism of business. Good Lora, they're on their backs. But I certainly think we've got, if there's a partnership, it has to be their respect for the nonprofits and getting out there and standing at the helm in the storm. Blews: You strike upon an issue that Or. Payton points out in his paper that the voluntary tradition in this nation is, in fact, a tradition and, therefore, it must be passed on. That it is not ... Cunningham& -... You bet! ... Blews: ... simply enough to assume that it will exist, that it involves, as he says, the challenge to preserve and to practice and to understand, to study, to be faithful, to guard, and most importantly, to teach. And let's throw that issue open there. Are we teaching new generations that 50 �tradition, that value of volunteerism and nonprofit service? Mrs. Upjohn. Upjohn: Blews: You know, I ..• as I told you initially, I come from the volunteer community from station wagon driving, brownie baking, car pooling, bandage rolling, well baby clinic, yo~ name it. And my kids were with me while I was doing that. They knew that I spent the time that wh~le I wasn't with them and while they were safely in school, working in the community. Today, in so many families where its nec_essary for both parents to work, they may do volunteer service. They may have all kinds of board commitments and they may be involved, but their children don't know it. Their children have no idea ~hat they really are making a contribution or that, as they grow up, they need to give back. I think we have to have more youth United Ways. We have to have more involvement for children and young people that go beyond selling Girl Scout cookies but where chi~Qren ~eal!y ~nd~stand w~a~ !t~~ans to \ have !he jo¥. of givi~~ -~ liJ&Yla~·-~-!lu~por_t: ~:· P~o:_~~ - pil:=r:J - f our discussion now. And this panel did not nee ,ea there. We're talking about ~.at_ado we do now for the~~ureL Where do we go from here? How o we build on ~f -its worthy of being built on, this tradition of the nonprofit sector, how do we create a partnership that may or may not be a very good partnership At this point V§h¥ ~ffective or as lively a partnership as it ~hqylsL.be ·t.J ~w . C1'6 ('e go fiom h~·?- fia · !~~ee thes'!.~!'?'!'!!i!JI:\ · \ ~t ·IA\M~~ ~-e ~!~i;;s::el!r W+r~~ . •!a~~·· ~·~J l dY;de ~§~~~t.:\ And Dr. Sederburg, I can tell- you're anx~ous to ump in. o:,-A Sederburg: I am because I just came from a state of the school speech night at oyr local sahoo~~ the pitch of the {\ , superintendent waa. the ...... white P'!per and the ending value was a value on family and··-of community involvement. And I 1 ) just throw out as a beginning point of all this, I think that we need to get a further discussion of values, both in the school system and in government and in business as well. I think we, perhaps, have gone through a period of time when values haven't been talked about very clearly and have been sort of shied away from. And I think that's a strength of the nonprofit sector and is going to be critical from the schools to everything to have a clarity of values. So and on our local school districts, they set it up so the kids have to put in community service time in middle school and in high school, l~st 51 �I and I think that's a neat, neat thing to do. to the value system. And it goes back Mr. Cantrell. Cantrell: Just like what Betty had said here about taking the kids around and letting them see first hand the value and teach that value. One of the big concerns ·r ight now in volunteerism is, who is passing on those particular values to the kids now that the parents are not there to do them? Are day care centers, in fact, passing those on? Are the school systems, in fact, passing it on? One of the big problems I see today, one of the hopes I see for the future, is the fact that the schools are getting on board and they are starting to make community service a part of the school experience, but not the educational experience. And that's ... that's the problem that is out there right now. I know, in our community, kids are _going out and they're doing things and they're not able to come back and process what has happened. In their little mind, they're out there doing something and they are things happening that they don't quite understand and if you don't process that, it doesn't become a value. Experience in itself is not a value. The value has to be passed on. I call upon the school system to start to teach that value, but also to take part in that educational process, that as an individual, and adult individual or a child in this community, not only do you take from it, you give back to it. And what is the value of giving that back to? The whole idea of social insurance that started volunteer ism in this country, the whole bond raising type of mentality is saying that, "There but by the grace of God go I." And, "I'm one paycheck away from being homeless." And the social insurance approach to that is to say, "I will go out and help those people because one day 1 when its my turn to receive help, someone will be there for me. " And until we start to instill that value .•. Right now we're turning kids off. Okay? These kids are going out and getting these experiences and not being processed. And not only that but the agencies 1 sometimes, are having them do t]lings that a 12-year-old can't do much let's have them vacuum. I'm sorry but there's not a lot of value that can be gotten out of that unless you explain to that kid what the overall agency purpose is and how vacuuming may be helping them meet that goal in some way. But that experience has to be related to the kids, and right now we're having them to do ~ommunity service and they're not learning from it and a lot of them are being turned off and I don't want it to be like the first speech I ever did when I got into this field was to a bunch of vets, and I said to them, "Volunteer ism." Uhhhhhhhhh. Every time I said "Volunteerism". Urrrrrrrr. And after it was over, I went up to the guy and I said, "God, you know, what did I do wrong?" He said, "These are all World War II vets. They learned the concept of volunteerism as, "I 52 �I I need 3 volunteers -- you, you and you -- and they didn't come back." Okay? So I learned right away that in certain circles you use other words than volunteerism. Are we doing the same thing with our kids now? Is the question. Are we saying to them when they hear the word volunteerism out of adults because of their experience in 9th grade or Kindergarten, are they going to say, "Oh, no. Mr. Cantrell, don't come here with that." And that's what we need to take a look at. We need to process it. We need to start to institutionalize it, We need to pass on that value that now both working parents cannot pass on. And we need to start it in Kindergarten and take it all the way through the educational experience. Blews: Our audience ... Ce1ntrell: Please ... Slews: ... is anxious to jump in with us. Bolhouse: I I Yes, please. Thank you. Susan Bolhouse. I'm on the Board of Education of Waverly Community Schools and also the aoard of Directors of the ~ichigan Association of $ChQol ~Qgr s w is represented in ou · . , wa ~ t e bit sorry a e ucati~o-fZ", wa~rep;elen ed 011. ·s p 1. d I w&l very _r,l:'ea d~haMis G~Yagher 'ted m, io ch A.d~ n ai}P' edu ati . Tll point, up until '"looil_..., ut ag I as '9ettin ~te frustrated because this ~~•nt chi and education seemed to have been o r ed. e ~eve t a al~r-y~uf !ij n 1.es, a o organ1.zat~o s do represent children, that you do have them, you do work with them. Their good is at hand and in your hearts. But you send them to us, the schools, school boards and associations, to take care of. Jim Epolito is inherent in ~ at the moment, But he said priorities. In continuing this discussion, I would like you to remember thot / . children need to be a priority, that when it comes to sett1ng money aside, robbing Peter to pay Paul, when you do tQke money away from one agency, somehow please try to ~eep in ~nd that tpe children, you've heard it before but it has never been truer than today with budget cuts, children are our futu~e. And, yes, ~chools do need to teach volunteerism at home as part of the curriculum whether its a graduation requirement or not. As a School Board member, I feel that I pretty much cover all 3 eectors as Or. Payton pointed out. But as a -fourth sector, yes, indeed, its family, but as ~ fourtn sector, you can also take people such as myself who do work through an elective process -- I'm elected, I'm government, Business, in essence, running a school district is busines~. And then, as a volunteer, because $20 a month for 30 hours a week of work doesn't really cut it. I mean, baby sitters, no thank you. But please I'~ here to urge you, in finali~ing this discussion, please do not take your eyes off the G J 53 \ ~ I �I I children. If you can't continue in building your Nonprofit Forum to include children in getting involvement and interest in business partnerships, please do. And as a representative of the Michigan Association of School Boards, I know that we have many, many school board members out there that we represent who would love to walk hand in hand with you on the local level and on the state level to bring these children, to educate them, to give them the jobs that they need and that you want to give them. Let us help you. Thank you. Blews: d be assured the Summit here is a representatio o var..L leadership and~f course,. . one deal~wit th reality of edulin~ , ...... b sured that t Fo n its / repr senta on oe~ave ery ery thoro rep · ~tation of the -12 ducat nal c uni , he c nit lege ~1 of edu at· n ap.d the · gher e ucat~ n lev , bot "'PUI>llc and pri ~·~d o oint is ertainly 1 taken and we would want t offer the assurance that e children are not being for ten and are recognized as ~e of tbe prio · · with the nonprofit sector. or:- Mawby?- - - -· _ ___ _ _. Mawby: - -- - - -· - I think, as we think of the future, Father Bill spoke • eloquently to the potential of the seniors in society giving 1 back. I think that's something we need to recognize and capitalize on and some exciting things are happening of that sort. The other end of the age spectrum is what we're talking 1 about here and I think that's equally important. Part of its 1 putting it into the academic world, for example, usually talks about 2 sectors. They talk about the for-profit business sector and they talk about the public, tax supported sector, and the rest is invisible. So to consciously put in to the sequence from pre-K-12 all the way through in Social Studies, in History, in Economics, and all aspects of life, thi§ sector would be useful. But I think one of the most e~citing opportunities, you know one of the realities of the contemporary society is that we have prolonged adolescence for most young people into their mid-20's. They have far more capacity and more motivation to be contributing, we as I guess do-gooders, say well, they're the beneficiaries of so many things. We give them so few opportunities to assume responsibility and to exercise responsibility. And one of the great ways ... I'm not sure I'd like compulsory volunteerism ..• I I ????: ... That's an oxymoron .•. Mawby: ... really, but required for graduation, I'm not sure about that one. But I am sure that young people, and it goes before the teenage years, are anxious to contribute, not always to be the beneficiaries; and that requires real creativity. One of the greatest challenges is to the ~chool system itself, because usually they don't let the students participate and contribute. They're the recipients and the beneficiaries. So 54 �/ it requires creativity and the life in the community. Schools are an important part of that. But more hours are spent out of school than in school in the life of every kid, so that requires churches and all of the nonprofits, the community at large, to be more creative in involving young people. And we haven't said a great deal about the churches today. Sister Monica, would you like to help us with that very important part of the nonprofit sector? Kostielney: Well, I think there re q-~ew things that have been mentioned tha are fairl p f u9d f we recogni e the whole order of wha is goi on n ?cie y. I thi th dramatic economic cha es tha are c u ring I think t!J.e shi t · ~digmp for how we re ch c nsJri'~us nd I think the ack of\ a moral cons nsus n so , 'i et;v"li . . . hose are 1a11 fac rs that B e upon hur 's ers ~1i ve;, wha I belli eve is la king · ~oc iety that thi ches an eally fprovide lo us f r a d that is r~flec io efore l cti n. / I thin the re s many chang s th ire occu' rin tl}at we ne d to dersta d and think' thro 9fand ques ion a~d push u a lit e bit n the edge. And at's neede for hat is a rofou eflect on on the r alit s that are pari ~ on our ives nd thi that · leads us, hen, to ques · o i~ new w s wh is appen these 3 s ctors. I th ri~ ha\ driv s .•. w at dries e the •. e of the secto s) for~xam e, i governm nt other ~ ors are kind f ~n by th ir own re our by~ an we do? I an, go ernment asked the e tion, "What c we do with o •.• with these I think asks the same hing in ~erm I they're driveh___ y technology, they're ' driven bX their own 1 tT 55 ' ' �I I Blews: •• W~~ the point of starting now to move toward the conclus · and I know that there are at least a couple _of-pe1)ple who have very compelling remarks that they're anxious to get onto the record. I think there was somebody from the audience who'd like to comment. ~oard Rosenbaum: Yes. My name is Rene Rosenbaum. I'm a Research Associate with the Julian Samora Research Institute at Michigan State University. And I have a question that I hope will touch on the relationship between cooperation between government, business and the nonprofit sector, and also I think will touch on the issue of public policy. The question is this: I've seen the role of nonprofit organizations as promoters of volunteerism and democracy. In direct contradiction, we've seen the role of nonprofit organizations, for the most part, as helping maintain national ... a national safety net. It seems to me that seeing nonprofit organizations as promoters of volunteer ism and coopera ... and democracy implies less government and less business assistance and funding, while seeing nonprofit organizations as maintaining a national safety net requires more government and more business funding. If people from the panel could respond to that please. Blews: Quite a question. Cantrell: I don't know if this is the response. Former Governor George Romney has said in many instances that he has every confidence in the American people because there are more people than problems, and all we have to do is empower the people to deal with the problems. I think that when you take a look at human service agencies, you are looking at both of those aspects and we can't ... we can't escape those. In one sense, and we are all aware in human services of the ebb and flow of monies, okay, and what happens and you see this typical process time and time again. When there's a lot of money there, the professionals rush in. We fill ourselves and all of our offices with professionals and then the money ru~hes out and Mr. Cantrell? 56 ~ I �we run out and get volunteers from schools like people like yourself, as student interns, and they fill those s~e offices. One of the things that happens, though, i& •.. the people, the volunteer managers, will go about filling those offices. The administrators will run out and start screaming and hollering about the money that is not there any more. 1 think one of the things we're going to always need that, We're going to always need ~overnment and business monies and support to maintain that safety net, but at the same time we're maintaining a second safety net and that is that whole pioneer spirit. I know when I was in ... in •... in •• , grade school I said things like, "That good old American know-how, Yankee ingenuity." I never knew what it meant, but I was American and wow, I got this somehow and it gave me ~onfidence to go out and do things because, wow, somehow because I happened to be born here, I have something special. Okay? I don't see that specialness there any more. Okay? In terms of _the volunteers. In terms of administrators, I see them looking only in one direction, that is towards funding, and so goes the funding, so goes our operations and our agencies. And what we need to have is we need to have a marriage of those two and both of have to be seen as equally ••• equal partners in that whole relationship. Volunteers, except for the Board of Directors who are treated quite well with dinners and everything else, but your direct service ~~u~t~~~~~~ treated like tbird-cl · · times. . n 'ferms of that we'l neve cape t at, I think that its necessary, but we're mai t ining 2 thin here. We're maintaining that safet~et fo people\ who eed it, we e also ~· ntai~· ng a volu e~r spi · t th 1lt if we every los it in t is cou ry, eve hing will umb e ~ ght along with it. An we're no puttip any emphasiS'\P th,·t volunteer spir~ at a to the s an~6ynt that we need . o. , I go up to Weste and I talk to pr~~eors up there and ·~· :1e11 them, "It is impo i~e for any ~e .fo graduate from yo r n~iversity and not serv on a board or be volunteer. It s · 'im~ossible fo anyone tq~e an ~U'cator I ~ a social wor~ey or \ hospita administiato~ ang not i~porporate volunte,1s. An~ yet yo don't t~ach t~~/concept fO them.t : When go RUt, they~ow ho to manage peop~ that a~e paid, ~ ~ut they h~~e not ide how manage7that /seco~ele~ent, and :soak at ~~e a~encies. Rig t now 'dar every pa pf.rson in an ' encyl theJ:"e are at lea t 50, m nimally 50, u id people. dYE}' we only take a lo k at h to manage tho ... that small per~ntage, instead of o vastly empower and manage that other pa~ ~m~-rdo---· know i ·- __ li-~e~~~tb~""''l~e~e~e:<.:: Blews: Mr. Yamanishi. Yamanishi: Nonprofit organizations began with the concept of charity. Father Cunningham subscribes to the idea of giving without any 57 �I Blews: Mr. Bianco. Bianco: Firet of all, responding to the question from the audi$nce, it seems to me that the safety net provided by the nonprofit sector has its limits. It seems to me that when you begin to talk a.b out whatever the number is these days, 35 million without any health care insurance, and you begin to talk about bridges collapsing and roads falling apart, its very hard for me to really see that no matter how creative we get or how many volunteers we get, its very hard for m~ to see issues like that being fully, fully addressed simply within the thi~d sector without substantial financial resources. And I'm sure there are others around the room that can think of other issues like that where the safety net issue, in my opinion, cannot, in the short term -- short term in this case being defined as the next 5 to 10 years as I see the short term ·~ be provided by the ... by the ... by the third sector. So the i~sue then becomes, is it governmental resources or is it no resources? Is the problem simply going to be tolerated as it is tolerated, as you well know, in many other countries of this world, and some who do have economic resources. And I think that would be totally contradictory to the spirit we've talked about here today that's embodied, we hope, in the American conscience, of caring a whole lot about their neighbor and not wanting to see suffering and so forth. So ... so clearly we've got those kind of issues that I don't think are going to be fully handled by the third sector. Now, 27 years ago, when my wife and I got married, we came back to Michigan and we went to a church retreat the first month we were back. And it turned out that the individual giving the retreat is now sitting down the table there. And our lives 58 ' I �,- - I I I I I IUews: were never the same after we got through with Father Bill Cunningham's weekend retreat. And he'e still on my case as you can see. But I'm not going to let him go. I think one ot the challenges that the nonprofit also has is a credibility challenge, and its not just what Father Bill says about all of us working for free which may work for him -- God takes care of him, you know -- Kroger sort of takes care of us and GQQ helps out sometimes. But I think one of the challenges that all of us have is the credibility of our third sector QI; nonprofit organizations. I' 11 n~veJ; forget when I was considering leaving Dayton/Hudson Corporation and I talked to several people and I said, "Gee, sho~ld - I really do this? Does this make sense to you?" Several people, basically business and professional people, said, "Oh, Qed, ~oe. Don't go out to that Detroit Institute of Arts. Don 1 t go to work in a nonprofit organization. You 1 re going to lose all your management skills. You're going to get caught in the most _God-awful politics and nonproductive activity that you've ever seen in your life. Just stay away. Don't do it." I would assert that if you talked to most business executives, and although Peter Drucker's certainly helping us all out a great deal these days in his nice articles, but I suspect if you talked to most business executives, they would assume that people who work in nonprofit organizations may have great spiritual qualities, may have great caring qualities, but I suspect at least their mind set would be that most of us are not very good managers. So I think the credibility issue for us is how do we forcefully demonstrate financial integrity, management strength, as third sector people, to get the respect of people like Representative Bandetra and Representative Kosteva and other people who, even in the governmental sector, will have that question and that accountability. So I think we've got a lot of work to clo , there to demonstrate our management competence and ou~ financial capabilities and I don't mean fund raising, I mean accountability. Never losing sight, of course, of what Father Cunningham and Sister Monica and others have said, that we, in the process of doing that have a balance in our organizations s9 we never lose sight of the caring mission and the eoaring~ to the stars, as Father Bill said. But as we soar to the stars, we should have our audit in our pocket and we shoul~V · -~ have a good, tight organization. ~~JYJ With that, discussion. Dr. Payton, you helped t~~~s Can you help us to come to~conclusion~ whole Well, I'm a ... any of you ever heard ot--Meye 's break personality type indicators, I'm an ENPP and I don't like to come to closure on these things. I don't believe in closure on open-ended, problematic questions of the kind we're talking about. In fact, I think its a real mistake to think that there's an answer to the question .. , questions we've been 59 \ �I I trying to talk over. I said in the paper, and listening to all of you this morning, I'm persuaded that to restate what I said in the paper, mission is the key. But my understanding of that has been expanded and, I think, enlightened by some of the things that I've heard here. As you recall, my opening remarks I mentioned what somebody called the "U.S.S.Were" -- Russia -- the society facing problems that, I think, make our's appear to be ... make our concerns appear to be self-indulgent. Very, very grave problems. Bill Sederburg captured, in a sense, what •.• what I think they face and that I think we face . when we start with the notion of mission and we think about mission in the larger sense. When he used the phrase, rewriting the social contract, that kind of language is being used more widely all the time these days. heard that, the efforts to same_ ls of other when ibl.e und t �And we can't just think about the third sector. We have to do it in the context of all 3. If we're an American democracy anything remotely like the one that we've all known _and loved, then we will continue to be a 3 sector society. So we've got to call business to task in examining its place in this 3 sector society as well as government, as well as the sector that we've been trying to focus on here today ~ e o e as r a-t lve our on, on th -.. ~n --bpportunity . ...,.. -- --· -- The next 20 years, I am told, will see the largest transfer of wealth from one generation to another, not only in the history of this country but probably in the history of the world. Estimated numbers don't sound authentic in the mouth of a humanist like myself, estimates ranging from $3 to $7 trillion dollars. So although we've got lots of economic problems, don't you believe that we are not a weal thy society, that there isn't money to do things. That's not our problem. But it is a very serious question of what those resources will be used for and I think that's part of what will come .out of our participation in this rewriting of the social contract. alews: In that spirit, not of closure but and not of an ending but of really of a beginning, I'd like to suggest that the panel t~ke a vote here, and since there are several Legislators here, ~his seems an appropriate thing to do, how many of you would be in favor of continuing this kind of summit and this kind of dialogue into the future? All in favor say "Aye." All: "Aye" Slews: · Opposed? I think that speaks rather emphatically to our commitment today to really a new beginning and a new partnership. We do, on behalf of the Michigan Nonprofit Forum, want to express a very, very special thank you to each of the panelists, each of you leaders from business, from government, from the nonprofit sector, for the very, very thoughtful contributions that you have made to the dialogue here. We talked about partnerships, and it simply should be 61 .. .. �r noted here that a commitment to partnership is refl~cted in the presence by each of these individuals here today, They co~ld have been many other places • There weJ;e many other demands on their calendars. They made a personal commitment, In a sense, they and their organiz(;ltions made a fiscol COllUllitment by committing the resource, the value of their t~e, to be here with us. And so we do want to thank each of you for your commitment to this beginning partnership. we hope that those of you who have listened in and looked in have found this to be a stimulating discussion, have found it to be a thoughtful discussion, and we hope that in your organizations and in your activitiee ~round this state and throughout our society, that this will also lead you to n~w challenges and to new opportunities fo~ partnership. ·- - - - Lewis; re ls pp op ypu / ha ·' Thank (End of Summit-- 12:34 p.m.) 62 -- -- -- -----1 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Summit_1992-02-28_Minutes-Master-Copy Title A name given to the resource Michigan Nonprofit Forum 1992-02-28 summit minutes-master copy Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum Description An account of the resource Michigan Nonprofit Forum 1992-02-28 summit minutes-master copy. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49722 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-02-28 https://digitalcollections.library.gvsu.edu/files/original/44b14ca6f07f348506930870d7d4d5ba.pdf 528529130468529845da0d2894ac83ae PDF Text Text MICHIGAN NONPROFIT FORUM MNF SUMMIT February 28, 1992 "Partnerships for People and Progress: The Nonprofit Sector's Evolving Relationship with Michigan's Government and Business Community �MICHIGAN NONPROFIT FORUM SUMMIT February 28, 1992 Lewis: I hate to say that we're already running a little late, so its not a great way to start but its just an exciting morning. I want to welcome you to this first Summit of the Michigan Nonprofit Forum. I'm Maryellen Lewis. I'm the Executive Director of the Michigan Nonprofit Forum which is sponsoring this event. You'll be hearing much more about it when it's on the tape. Right now, we're not so I can be a little more relaxed. We have a very, very distinguished panel here this morning, representing leadership from all three parts of our communities — government, business and the non-profit sector. We also have a very, very distinguished audience, so I know jthat its going to be very lively. You will be hearing more about that when our moderator begins. I want you to be encouraged to speak up, to make your comments, particularly the audience at the invited sections, to be sure that you don't feel intimidated by these cameras around here or the fact that there are television lights focused down on you. You will be getting an overview of this morning's program from our moderator, but I wanted to take a few minutes to give you a little orientation, just as a set-up, because I know it may be unfamiliar to some of you. In case you hadn't noticed, you're being filmed and taped, but I don't want you to be nervous about that. There have been a lot of arrangements made to make this as accommodating as possible. The tables are triple clothed so that there won't be a noise problem. You have no need to worry about the mikes. You don't have to touch them. In fact, it would be much better if you didn't. And you don't need to lean in to them. Just speak normally. They're set up to accommodate to you. It would be best if you did pay a little attention to your papers and not have the papers brush up against the microphones. That can cause some problems. Also, please keep in mind that the discussion is not just among the people who are here today, although that's your immediate audience. But because this is being taped, we will be editing the tape and it will be used through our network statewide for educating and informing the public around the state about these very issues. They will be used at ... the edited tape will be used as a stimulus for round table discussions in various parts of the state. I should also point out that word "editing" means that you don't have to worry too much if you make some kind of a snafu and you want it cut out, it will go right on the cutting room floor. �The cameras. . .The microphones are automatic. That is, when you begin to speak, the microphones automatically pick you up. That means that if you're talking to your neighbors, it will pick you up. So please pay a little bit of attention to that. However, the cameras are not automatic and because of that, we will need to pay a little bit of attention to accommodating to our camera crews. So our moderator will recognize you. If you wouldn't mind paying some attention to this moment of having him recognize you so that the camera can then turn to you. Now that may get a little more difficult if things get a little hot, but, for the most part, we'll try to do that. And with this audience that we have here, I'd like to make two points for you so that you're fully aware of this. This mike is not 1 ive now, I be 1 ieve, but wil 1 be when we have the points where the audience will be invited to speak. When you speak, would you please wait to be recognized by the moderator _so that, again, the cameras can focus on you. You might want to, during the discussion, take some notes (There is notepaper in your folders. ) so that you can direct your comments to specific people or points that were raised. And remember it will be edited so your comments can then be put adjacent to those comments in the final tape. Also, when you do speak, please say your name, your organization and your title so that those who are not here in this room and who won't know you will have some understanding of where you are coming from. And now I think that we're ready to begin. I see the cameras are all focused and ready. Our moderator this morning is someone that most of you already know very well. He is the President of the Association of Independent Colleges and Universities of Michigan, and he is also the Chair of the Public Policy Committee of the Michigan Nonprofit Forum. I'm very pleased to introduce to you Dr. Edward Blews. Blews: Thank you, Maryellen. These are my pre-camera remarks. I'm your Phil Donohue for the day. I will be much kinder, though, than he generally is to his audiences. I would like to offer a, word of commendation to Maryellen Lewis and our MNF Executive Director and her staff for all of the work that they have put into this wonderful project. And I'd like to thank each of you leaders who graciously consented to participate. This is an exciting but maiden voyage and trial run of a grand experiment, so please bear with us and be adaptable as we go. Before the cameras roll, I would like to share just a few comments and ground rules about the logistics. First, about the format. From now until about 9:40 we' 11 have the introduction of the Summit, Dr. Robert Payton's comments, we' 11 set the stage for dialogue, and then we' 11 have the introduction of the panelists, and it's my job to try to keep us on track with that process. Then from about 9:40 to noon, �with a mid-morning break I assure you, we will go through three stages of dialogue. Stage 1 involves identification, definition and values of the nonprofit sector. Stage 2 will speak to the relationship between government, business, the nonprofit sector and the changing dynamics, issues and tensions that are at play in those relationships. Stage 3 will involve insights for the future of the relationship or the question, "Where do we go from here?" That gives all of you, then a sense of where we hope to be going today. A few other preparatory comments for the panelists in addition to what Maryellen has shared, and as panelists you'll want to be prepared for a couple of steps that will come very quickly after Dr. Payton's remarks. First, we ask you to please be prepared to briefly introduce yourselves around the table. So rather than having the moderator drone on as you sit there and stiffly smile and the camera pans the room, each of you will _tell the audience, both the video tape audience and the real "people in the audience here, who you are. We ask you to be very brief in that and share this information about yourself: your name, your title, the name of your organization, and one sentence about what you represent or the constituency or interest that you represent. If you wish, you're welcome to write out a note about that before that point in the program. A fore-warning. To begin Stage 1, we will play a little word association game. I'm not going to tell you what the word is yet or you won't be very spontaneous about it. But we ask you. . .There will be two of these, and we ask you to write that word on what should be a fairly stiff piece of card-type paper in front of you. And you'll want to locate that and be sure that you have that. The one word you'll write on the one side and then write the other on the other, and you' ve got a marking pen at your table so you can write it nice and legibly and boldly and largely so that as we go around and do this word association, we'll ask you to hold up the card and be sure to point it toward a camera so that as you say the word, the camera can also visually pick up the association that you have made. Thirdly, in our discussion we want to focus on principles, dynamics and relationships. Please feel free to cite cases or issues in illustration of principles or relationships; but let's avoid debating interminably specific issues or specific -political issues. We want to focus on principles and on relationships here. Though 3 hours seems like a lot of time, with the caliber of the hearts and minds on this panel, I assure you that it will fly and it already is flying. We have a full agenda, so please be frank and forceful in your comments, but also try to be succinct. On the other hand, I will need plenty of help in �trying to moderate this panel, particularly in avoiding dead space on the air. So please be ready to jump in — freely jump in. But I do ask you to give some sort of a signal when you're ready to speak out so that I can attempt to recognize you and that also gives us the pause that brings the camera around to you. If you use acronyms, please help to interpret them. Realize that we're talking to an audience that does not necessarily know what ICUM is which happens to be the acronym for our association. I doubt that any of you knew what that acronym meant until I just mentioned it. And then an invitation to the audience. As Maryellen has mentioned, there will be 2 points in the program where you will be invited to come to the microphone here and join in the discussion. The first will occur at the end of Stage 1 of the discussion when we talk about identification of the nonprofit sector, and then the second will come at the end of Stage 3 as we try to bring a sense of closure and a sense of conclusion to the deliberations of the day. I trust that I have anticipated any questions that you may have and, having said that then, we will not proceed with all due warning to the cameras to the formal part of the program here today. Hello. It is my privilege to welcome you to this special and first summit/ sponsored by the Michigan Nonprofit Forum. On behalf of the forum's Chair, Dr. Russell Mawby, our Executive Director, Maryellen Lewis, and the Board of Directors of the Forum, many of whom are gathered in this room, we invite you to brace yourself for a lively and energetic dialogue about some issues and relationships very important in our society today. My name is Edward Blews, and in my professional life, I serve as the President of the of the Association of Independent Colleges and Universities of Michigan. But I stand before you today, as a member of the Board of Directors of the Michigan Nonprofit Forum. Established in 1988, the Michigan Nonprofit Forum is a dynamic new coalition of statewide organizations and leaders representing the wonderful diversity of nonprofit entities. The Michigan Nonprofit Forum describes itself as, and I quote, "...a statewide alliance to promote the awareness and effectiveness of Michigan's nonprofit sector and to advance the cause of volunteerism and philanthropy in the state^jj In its relatively short life but rapid maturation, the Forum has evolved into an enterprise charged with achieving a new awareness and increased capacity of Michigan's nonprofit sector, and with interfacing funders, nonprofits and the public to help promote volunteerism and philanthropy in this state of our's. The Forum views volunteerism, philanthropy and the nonprofit sector not as proprietary issues but as public goods which �broadly affect the state's economy, polity and quality of life, and which, therefore, merit careful attention. Consequently, the Forum seeks to promote dialogue, cooperation and collaboration across the many, many nonprofit fields such as health, human services, arts and humanities, community development, education and religion.! In fact, this particular organization called the Forum may~T5e the first time that the many different types of nonprofit organizations and causes have gathered in the same room at the same time to talk about the same things. VT5ut we are here today because the Forum also seeks to promote that same kind of dialogue and cooperation across the sectors — that is the government sector or the public sector, the nonprofit sector and, of course, the business sector or the for-profit sector Jj The Board of Directors of the Forum has adopted 6 guiding principles designed to reflect the mission of the Michigan ^Nonprofit Forum. One of those principles states, "The service of the nonprofit sector to the public depends on an interactive partnership between service providers or nonprofit entities, funders, policymakers and the public. The Michigan nonprofit community should promote constructive dialogue among all these parties." You will probably hear the word "mission" used rather frequently, or so we hope, during the discussions of the day. This Summit which brings us together really goes to the very heart of the Michigan Nonprofit Forum's raissionj. Those of you who talk and those of you who listen and look in on today's proceedings are really participating in a rather historic revent. This is a unique undertaking, an exciting experiment. fit is the first in a series of forums bringing together our society's leaders to think on compelling issues affecting our society and the nonprofit sector. The purpose, though, is not to provide the answers but rather to pose and clarify and stimulate the questions, and from them to spark an on-going dialogue. The title of this particular summit islwhat I would call a meaningful mouthful. It is, ("Partnerships for People and Progress: The Nonprofit Sector's Evolving Relationship with Michigan's Government and Business Community." Now very shortly we will be introducing our very distinguished pane1 of government, business and nonprofit leaders. But first, to set the stage for our dialogue, we will hear some -remarks by a very distinguished national leader and recognized expert on philanthropy. Before I introduce him, let me simply mention for the information of the audience that he has prepared and circulated to the panelists today a paper discussing the theme of this particular summit and he will share some comments about that theme in just a moment. His name is Dr. Robert L. Payton. He comes to us as the Director of the Center on Philanthropy at Indiana University. From �1977 to 1987, he served as the President of the EXXON Education Foundation. His very impressive leadership career has included 2 college presidencies and a United States Ambassadorship. The recipient of honors to numerous to cite, he is an author on philanthropy who puts his words into action as leader and volunteer for countless good causes. Please join me in welcoming Dr. Payton to address us on the topic at hand. Dr. Payton. Payton: Good morning. I am very pleased to be here with you. 1 I was pleased to be invited to prepare the paper that has been circulated to you. It occurred to me when someone commented before the meeting that they had read the paper that I hope it is provocative enough to serve its purpose, but not so provocative that it puts its author in jeopardy. I hope to stimulate conversation that comes from you because you represent, the community that is the matter of concern on this _occasion.\ come from outside. I don't presume to know the particuTar circumstances of this community, so it becomes very important for you to articulate what you think is most relevant about that paper, if anything. So I want you to draw from it rather than attempting to impose further my sort of author's guide to what it says. Let me, however, talk about it for a moment, or talk about the subject for a moment, in a somewhat different way. Over the last several years, along with everyone else, I have been profoundly impressed by the events in Central and Eastern Europe. I'm old enough to be able to say that my generation as a generation never believed that it was possible that such events would take place without vast bloodshed and destruction. So it is that this most extraordinary event provide us with, I think, an extraordinarily important opportunity.] Given the conditions that would cause this meeting to be of compelling interest to the people in Michigan, what would an analogous meeting be like in Russia today? Who would come and what values and understandings would they bring? We're advised they're invited to provide advice increasingly to countries in that part oj^ the world that will help them develop a third sector. Vwhat we are watching is a situation where societies are moving from a condition of being one sector societies, with strong encouragement from the West to -become two sector societies in the beginnings of suggestions that they should become three sector societies. It is my strong conviction that unless they become three sector societies, they will not become democracies. It is my very strong conviction that understanding that the United States is a three sector society is essential to understanding it as a democratic society. �This is not a subject at the margin of our interests. This is a subject at the center of our lives, whichever sector we are parts of, because as citizens we have had the great good fortune to^become members — to be members of a three sector society* \The first sector can be thought of — the government that is — as having an essential defining term, and the term that I have to use that says that without it you can't talk about government is the word "power"; the legitimate use of force in behalf of the community. If you take the notion of that away from your notion of government, it seems to me your notion of government collapses. There is a defining term of the second sector that will be something like the word "wealth" or the word "property"; the right to acquire and use and to dispose of wealth and property according to your own individual private interests. If you were to take that out of the marketplace, the second sector, _it would collapse. So my habit as a professor is to say to my students, "Then, of course, you're ready to tell me what the defining term is for the third sector." And, along with most professors, there has been a heavy, ominous silence. I will break the silence and tell you that my notion is that the word has to have something to do with morality, and I mean morality only in the sense that intervening in the lives of other people for their benefit with no public mandate is a moral action. And if you took that out of the third sector, you wouldn't have a third sector. ~~r—' p— Part of the point of my paper is that we need to keep those 3 values distinct while we encourage interaction among the 3 sectors. Final note. I've tried to summarize responses to a request for assistance from someone for whom one has no formal responsibility. An individual or an organization comes to you asking for your assistance and it is someone for whom you have no formal responsibility. That would fall into the zone of what we usually call charity or philanthropy. What questions might come to mind, and I think often do whether they are articulated — verbalized — or not, when that question, that request for assistance is posed, the first one is the notion of self-help. If someone asks me for assistance, that person has no formal claim on me to respond affirmatively. It is reasonable for me to ask what that person or organization is doing to help himself or herself or themselves. Fundamentally, the central notion of the place of self-help in this larger, complex system we're talking about. . . I do this, by the way, usually with a cube. A cube is, in my case, a simple cardboard box with these words around the side. Its �the kind of thing that Rubik would have designed as a cube if he'd only had tenth grade geometry like I did. But the first face on it, in other words, says "self-help." The second face says "mutual aid. " What are you and your family and your friends and your neighbors and your associates and your colleagues and those other people who do have some formal or informal claim on you, what are you doing in that way, working together with others, to deal with the problem? The third face of this has the word "government assistance." Its a recognition that there are many things that we cannot do as individuals or groups according to our self-interest or our mutual benefit. There are some things that are so important or so difficult or so complicated that we have to assume that we will not rely on those things, but we will require all of us to participate in some way, that is to say, the simplest, most familiar way. We will decide to tax one another to do Certain kinds of things. If each one of those 3 questions is answered — self-help, mutual aid, government assistance — in some plausible way, satisfactorily for you, you then face the philanthropic question. Are you prepared to offer assistance to help those people for whom you have no personal, formal responsibility? Now a cube has 6 faces, so there is a top and a bottom and I'm not trying to suggest superiority and inferiority here. But since we're talking about philanthropy, the top of the box says that there is a dimension that cuts through all these things all the time and that's the word "altruism" — concern about others. If that weren' t a factor in the human condition, we wouldn't be here. We wouldn't be talking about this subject. It's always present to some extent. The most rigid, rigorous libertarian is altruistic to some extent, like it or not. But then all the rest of us who are, obviously, high-minded and altruistic are also egoistic, self-interested — to some extent. And altruism and egoism are not only on the top and the bottom of the box, they are on each side of this discussion. That the people who come to you have a selfinterest just as you have an altruistic one. But you should remember they have altruistic concerns and that you have selfinterested ones. I think some of these brief notes are intended to suggest that this first sector of government, these notions of self-help and mutual aid in the marketplace and elsewhere, and philanthropy — self-interest — concern about others — interact in our lives in absolutely extraordinary and wonderful ways that makes our society, in my judgement, the most privileged that I know of^J And I hope that sense is not something that one is that proud about in the sense that its a claim of virtue on one's part because we are not here 8 �because of our own initiatives but because of others who have gone before us have made it possible and desirable for us to be here. That principle of the philanthropic tradition that we are part of is what, I think, really distinguishes American democracy. It is the best thing, I think, that we have that we can share with the rest of the world. It is the best tradition, I think, to help us face the kinds of difficulties you're talking about in your community and we're talking about in mine today. Each one of us is not just part of a sector. Each one of us is a part of that traditional And so I wish you well in your discussions and will close at that point — short of my normal 50 minute lecture. Thank you. Blews: JPhank you, Dr. Payton. I'm certain you were very popular with your students with that kind of lecture. To carry on the dialogue from here, we have gathered around this table a panel of leaders from government, from the business world and from the nonprofit world. And at this point I 'm going to toss out a little teaser because it may that there is a fourth sector. These 3 sectors that I have mentioned, and sector is a term that we will hear frequently today, are certainly a significant, significant part of the infrastructure of our society. The government or the public sector, the business world or the for-profit sector, and the nonprofit sector or what is sometimes called the charitable world. And I will mention the teaser, that there may be a fourth sector that somebody may strike upon as we continue our dialogue here. There are 2 things in particular that strike me about this particular panel. The first is that they are a very, very distinguished group of government, business and nonprofit leaders. The second thing that strikes me about this panel is its diversity. Now I am also acutely aware that a panel of leaders like this cannot be kept down and cannot be kept silent for very long. And so we are going to now ask each member of the panel to briefly introduce himself or herself and the perspective from which they speak to us today, beginning with Mr. Yamanishi on my left. Yamanishi; Thank you. My name is Herb Yamanishi. I'm the Executive Director of the Michigan Community Action Agency Association. Community Action Agencies are part of the old War on Poverty Program. We cover all 83 counties of the State of Michigan and are one of the largest social service/human service delivery systems in the State of Michigan serving over a million and a half people. And curiously enough, out of the �War on Poverty, I think to some degree some credit can be taken that the growth in the nonprofit world today. Sederburg: I'm Bill Sederburg, Vice President of Public Sector Consultants here in Lansing, Michigan. Public Sector Consultants is an independent, for-profit research firm specializing in State public policy and public opinion research. And you asked what sector we represent. With the name of Public Sector Consultants, we're for-profit. I'm not sure exactly what sector I'm supposed to be representing, so I think I'll represent the for-profit sector today and shed my 12 years previous experience of being in the State Legislature. I'll let the other folks on the panel that are currently in the Legislature try to defend that institution. Mawby: I'm Russ Mawby, Chairman _W. K. Kellogg Foundation grant-making foundation. as the Chairman of the Nonprofit Forum. Upjohn: I'm Elizabeth Upjohn. I'm Vice Chair of the Kalamazoo Foundation. I am 1992 Campaign Chairman of the Greater Kalamazoo United Way Campaign, so you can see I'm a bit of a masochist. I am new kid on the block as far as the Michigan Nonprofit Forum is concerned, and delighted to be here. I've been a volunteer in Kalamazoo County for more than 42 years. Kostielney: I'm Sister Monica Kostielney, the Executive Director of the Michigan Catholic Conference, which is the public policy arm for the Roman Catholic Church in Michigan, which addresses the issues ranging from aging to taxation and everything in between. Also, currently I have the privilege of Chairing the Partnership for Michigan Health which is another exciting coalition that is discussing in a very high-road fashion the dominant issue of health on the State agenda today. Thank you. Cunningham: I'm Father William Cunningham, Director of Focus Hope which is a Metropolitan Detroit Human and Civil Rights organization, and our objective over the past 23 years has been to stimulate people and help people to become productive as a major part of their right in human dignity. And the other side of the coin, to enhance that by asking them to be contributing. Our organization has 40,000 volunteers. In addition to being nonprofit, we are also very competitive and for-profit. Roehrig: Oh. I 'm Larry Roehrig. I'm Secretary/Treasurer of the American Federation of State, County and Municipal Employees, Council 25. I'm here on behalf of the entire membership of the Michigan AFL-CIO. That stands for the American Federation 10 and Chief Executive Officer of the which is an independent, private I also have the privilege of serving Board of Trustees of the Michigan �of Labor and the Congress of Industrial Organizations. And I, too, wear two hats. I am also the Secretary/Treasurer of the United Way of Michigan. Clark: I'm Jane Deanne Clark, Senior Director for Health Policy Analysis at Michigan Healthcare Institute which is the notfor-profit research arm of Michigan Hospital Association. Michigan Hospital Association represents all close-to-200 hospitals in the State of Michigan. They are, in the vast majority, nonprofit and in addition to that, I also am Executive Director of a unique organization which combines business, state government and the hospitals in the data collection effort, and that organization is called Michigan Health Data Corporation. Kosteva: Hello. I'm Jim Kosteva, a fourth term Legislator from southeastern Michigan. My legislative focus has focused on jthe E's — education, environment and economic development. Bianco: I'm Joe Bianco from The Founders Society of the Detroit Institute of Arts which is the private sector support organization of the DIA. My entire background, as some of the people in this room know, has been in engineering and finance and economics, and yet I found myself running a major corporate giving program some years ago, now in the nonprofit sector asking for money and trying to assist in the management of a nonprofit. So I've had a chance to look at it from both sides. Hoffecker; I'm Fred Hof fecker. I'm an Assistant Attorney General. I work with Frank Kelly. For the past decade or so I've been fortunate enough to have as part of my duties of supervising the Charitable Trust section of the office and working with both sides of the nonprofit sectors, both the grant givers and the grant seekers, and I'm very pleased to be here today. Benavides Hello. My name is Tony Benavides and I'm a Councilman for the City of Lansing. I'm also Executive Director for Cristo Ray Community Center, a human service agency which is a private, nonprofit organization located here in Lansing. Cantrell: Hello. I'm Aaron Cantrell. I guess I'm here in 2 capacities. I'm Executive Director of the Voluntary Accident Center in Kalamazoo and Volunteer Centers are basically there to recruit volunteers who are trained through our administered volunteer program, and to promote the whole concept of volunteerism. I'm also a Vice President of the Volunteer Centers of Michigan which is made up of all the Volunteer Centers here in Michigan and our purpose is to develop new centers and to promote volunteerism throughout the State. 11 �Miller: I'm Judy Miller. In my present life I am now Michigan Business Ombudsman in the Department of Commerce, a gubernatorial appointee given the responsibility of solving problems that businesses have with State government and providing some solutions in regard to that. Also, on special assignment in the areas of Arts and Child Care. Epolito; Hello. My names is James Epolito. I'm the Chief Executive Officer of Blue Care Network/Health Central, a Lansing-based 70,000 member Health Maintenance Organization. Work: Good morning. I'm Lois Work. I'm Vice President of New Detroit Incorporated which is the nation's first urban coalition. We began in 1967 to try and insure that the needs of the poor and the disadvantaged in Detroit and the Detroit Metropolitan Area are met. We do this basically through advocacy on a policy level and through serving as both a catalyst and an implementer of program projects. Wilson: Hello. I'm Mark Wilson of Michigan State University where, in addition to teaching Political Economy, I direct a nonprofit Michigan project which is a research and information dissemination initiative to inform the nonprofit community in Michigan more about its experiences and the scale of operations. Vaughn Hello. I'm Senator Jackie Vaughn III, Associate President of the Michigan Senate. I'm a student both of the public and the private sector. Cox: Good morning. My name is E.L. Cox. I'm currently the President and Chief Executive Officer of the Accident Fund of Michigan. In my former life, I was the Chairman of the Amerisure Insurance Companies representing the business sector of this and the target of many of you for contributions over the years. Gallagher; I'm Jan Gallagher. I'm a partner in the Washington, D.C. law firm of Harmon, Curran, Gallagher & Spielberg. I practice extensively in the area of exempt organization law. I edit independent sector's quarterly publication, STATE TAX TRENDS FOR NONPROFITS. And I'm currently engaged as a consultant for independent sector in the development of their white paper on the role of nonprofit organizations. Bandstra: I'm Representative Rick Bandstra, a Legislator in the Michigan House from west Michigan. I 'm in government now. In a previous life I was a lawyer in the private sector and I continue to be involved in a lot of nonprofit board activities back in Grand Rapids. 12 �Ivory: Good morning. My name is Bob Ivory. I'm the President and Chief Professional Officer of the United Way of Michigan. United Way of Michigan is an association of some 110 United Ways throughout the State, raising about $139 million in this past year. Additionally, we also fund a series of, a network of 20 statewide agencies offering services throughout the State. Anderson: Hi. I'm N. Charles Anderson, President of the Detroit Urban League, a United Way Agency in southeastern Michigan. I also have the distinct pleasure of being the Chair of the Michigan Council of Urban League Executives. There are 113 Urban Leagues across the country that are part of the National Urban League and we all are United Way agencies, and our basic mission is to enable African Americans and other minorities to reach their fullest human potentials. Blews: Thank you to each of you. Through those introductions we can certainly see the interrelationship in our own professional and personal lives between the 3 sectors that we have described. |~In his prepared paper, Dr. Payton described this Summit as an exercise in exploratory discourse. We enter the discussion with questions, and will explore possibilities. Continuing to quote from Dr. Payton, the Summit itself has no authority to affect change. In fact, the Summit has only the moral authority we may bring to it, individually and collectively. If we are successful, others will carry the discussion forward towards action and implementation. We will be pursuing this discussion in 3 stages. We might think of it as the booster stages on a rocket or on a space ship. Each stage of the discussion, we hope, will thrust us forward to the next level and the next stage of the dialogue. Those 3 stages, briefly stated, are first — identity or identification; secondly — the evolving partnerships; and thirdly — insights and principles to guide us into the future. Stage 1, then, really poses an identity crisis. That is, what is the identification of the nonprofit sector? What is this entity — this thing that we call nonprofit? What is its role in a pluralistic and democratic society? What do we expect of it? What values energize it? What distinguishes it from government and from business? Let's start off our discussion with a little association or a little word of game associ. . .a word association. In fact, I'm gonna. ..we're that and I'm going to start over again. That's all of you, I know. I can make mistakes. 13 game word of little game of going to cut reassuring to �Let's begin with a little game of word association. It may be revealing. Each of our panelists has a large card in front of them and a marker pen. I'm going to ask them now to write on that card the very first and honestly the very first word or adjective that comes into your mind when we say the word "nonprofit sector." And if this were a television game show, the clock would be ticking and the music would be proceeding. Okay. The time is up. And so this time, beginning on this side of the room, we'll simply go around the panel and identify what those words are with the panelist holding up the card so that our audience, our visual audience, can see as well as hear what that association is. Mr. Anderson. Anderson: Well the first thing I think of is Social Services. Ivory: Hyphenated concept — Volunteer-Driven. Bandstra: ~A long word that barely fits — Altruism. Gallagher: Public Good. Cox: I used Public Purpose. Vaughn: I used For All. Wilson: I used Invisible, because we look at what nonprofits do but we don't think of how they're organized. Work: And I used Conscience. Community Conscience. Epolito: Social Good. Miller: And I'll add the word the word Community to Conscience. Cantrell: Community Welfare. Benavides: Free. Payton: Here's an academic. Serial Reciprocity. Which is a word...a term you'll remember but it really means simply, pass it on. The idea of repaying the good works that have been done for you by the good works you do for others in turn. Hoffecker: I thought it was a comment on the Kellogg Foundation. bottom line from the nonprofit is Good. Bianco: We're all working together for the good of the Community. Kosteva: I thought of a different bottom line — I thought I needed one word. 14 Fund Raising. I meant The �Clark: I'll add a little specificity. perhaps. Hospital. Roehrig: Spoken as a Treasurer — Cunningham: Spoken as a theologian — Voluntary. Because it springs from the highest instincts and highest ideals of human nature. Kostielney: I wanted to put Hard Work but I put Service instead. Upjohn: Spoken from experience — Mawby: Voluntary. Sederburg: And Charity. Yamanishi: You've got two votes for Charity. Blews: 'Charity wins by a plurality. That's marvelous. An illustration, again, of the diversity of the sector. But let's play the game one more time. What word now, what value...What value pops into your mind when we say the word nonprofit sector? What underlying value do you first think of? And the pens are busily scribbling again. What value do we think of associated first with the nonprofit sector? And this time we'll begin with Councilman Benavides and go that way. Donations. Volunteer. Benavides: Commitment. Cantrell: Caring. Miller: Love. Epolito: Credibility. Work: Service. Wilson: Altruism. Vaughn: Good for All. Cox: Altruism. Gallagher: Another vote for Altruism. Bandstra: Yet another vote for Altruism. Ivory: Community Good. Anderson: Positive Results. 15 I'm too involved with my job, �Yamanishi: Another vote for Altruism over here. Sederburg: We differ this time. Mawby: Caring. Upjohn: This is the Russ & Betty Show. Kostielney: Understood in its entomological sense — Cunningham: That was good. Courage. Roehrig: From the heart — Loving. Clark: Community Good. Kosteva: JSternal Hope. Bianco: Caring. Hoffecker: Freedom — to make choices, where to put your time or your money in your altruistic way to do good. Payton: And my word is Democracy which tries to capture these notions of Community and Caring. Blews: Mr. Epolito, you used the word Credibility. As a person from the business perspective, how do you think of the nonprofit sector? How would you define or describe, in a paragraph, what the nonprofit sector is? Epolito: Well, I think of, when I think of what nonprofit means, it means, to me anyway, to not benefit to any one individual's good; that the dollars that are collected, the services that are provided are not for any individual, personal need but for the good of all. And so I said the word "credibility" because I find that many nonprofit organizations, and having worked for some, have had a very difficult time in achieving and maintaining credibility. But all the way through, that seems to be a mission. Blews: Representative Bandstra. As a legislator, what do you think of? What is your definition of the nonprofit sector? Bandstra: I guess I'd like to follow up on something Jim said about that and I think that what's happening here with the credibility problem is what happens so often times in all kinds of institutions in our society, that good apples are infected with the aura that surrounds some bad apples. And I've often wondered whether we, as State Legislators or nationally, ought to come up with some better system of required disclosure of Human Respect. Caring. Compassion. And understood in its entomological sense — 16 �how nonprofit organizations work to provide assurance to everyone that through some standardized reporting system, the institutions that they are supporting are reputable and worthy of their support, to deal with the kind of public perception problem that sometimes does infect the nonprofit side, unfortunately and unwarrantedly often. Blews How do you in the nonprofit sector react to that particular idea? Father Cunningham? Cunningham; To me, credibility is...is less...far less important than integrity. I don't think people ought to be trusted or believed. I think they ought to have track records to be able to demonstrate that they' re worthy of the support of government and partnership with industry. Blews: Lets refer...return to the notion, though, of legislative ^involvement in terms of helping to assure accountability of the nonprofit sector. Mr. Bianco, from the perspective of the Detroit Institute of the Arts, how does that resonate with you? Bianco: I think the role of government really ought to be a role of clearly defining that they do want to help the nonprofit sector. I think our national administration, both the Reagan Administration and the Bush Administration, has failed rather substantially, in my opinion, in defining the importance of the nonprofit sector — the third sector — and giving impetus to it. I also believe that in our own state, there has been a failure of leadership, both from the current administration as well as the previous administration, in clearly defining and supporting the role of the third sector. Having said that, I think the accountability question that Representative Bandstra brings. . .raises is a very good one. Some 14 years ago, I was one of the people working with the Detroit Chamber of Commerce that suggested that in our laws in the state we require a certified public accounting firm audit of all of our local units of government as well as our regional authorities. I think the same thing really ought to be true of the nbnprofits, for example, who receive any kind of State funds. I think that ought to be a simple requirement. The Auditor General comes around now, but a certified audit each year is useful to management and its useful to regulators. So I think that kind of enabling accountability that doesn't get everybody involved in the micro management of the nonprofit, I think setting that framework would be a very healthy contribution, in my opinion, that the Legislature could make to the credibility of our nonprof its. Blews: You've used the term "definition" in your comments. Sister Monica, as the Executive Director of the Michigan Catholic 17 �Conference you're part of the nonprofit sector, define the nonprofit sector? How do you Kostielneyj Well, I think my understanding of the nonprofit sector comes from the very nature of the human person, and that is if you begin with the premise that each person is good and has desire to do good and then moves out from that premise and coalesces with other people to good for society or for the common good, you have a legitimate group of citizenry who have a right to be as recognized as the other sectors in society. I do not see the nonprofit sector as kind of picking up what other people can't do or won't do. I see that as a bad approach to nonprofits; but rather that there is a basic good that drives one to accomplish good and that is a basis then for forming the nonprofit sector, inn the whole spectrum or range of issues or values that touch human lives, from basic human needs to the transcendent values that we all seek — going right from basic human needs to the arts. And so there is a 'legitimate place, then, for the nonprofit sector to be present and very active in the range of human activities. Blews: We've said a great deal about values with regard to the nonprofit sector. But when we ask the question of definition, we rea 1 ly haven' t very c learly de f ined what the nonprofit sector is. And we're fortunate to have with us today a national expert in that regard. And, of course, a national expert always has far more credibility than one of us. The old prophet without honor. Miss Jan Gallagher, as you have heard, is Council with a law firm and is a recognized expert on this whole issue of the definition and the protection of the nonprofit sector. And she, as you have heard, is conducting a study of the independent sector or the nonprofit sector in the process of preparing a white paper on that very subject. Miss Gallagher, structurally, what is it that makes nonprofits nonprofits? Gallagher; I think that probably the single, most important structural differentiation is the one that we've already discussed this morning, and that is the concept that nonprofits, as a matter of law, are barred from operating for the private benefit of anyone. That's a concept that often doesn't get, in my judgment, the attention it deserves. It certainly is the single characteristic that distinguishes nonprofit organizations most clearly from business enterprises. The -concept of no private benefit involves an attention to salary levels that are reasonable, to operating in a way that doesn't advance the private interest of any individual or any selfselected group of individuals. It also, for most of the organizations today we're calling nonprofit, involves a commitment of their assets irrevocably to a public purpose. Again, that's something that sometimes gets lost in discussions of the differences between a business and a 18 �nonprofit organization. A self-imposed characteristic, not one that's actually required by law, at least not very frequently, is that the types of nonprofits, again that we're discussing this morning, typically are governed by volunteer Boards of Directors. And, again, that's an aspect of nonprofit structure that, I think, has not gotten the public attention that it deserves recently. The concept of a group of volunteers coming together in a community to form an organization in response to a community need, and then lending their time to provide policy guidance to that organization, is an important characteristic of nonprofit organizations. Finally, I think its a characteristic of nonprofit organizations that they do exist to provide some form of public good or public benefit. Blews: In your study, you've been looking at the broad range of entities that fall within that term nonprofit sector. Can you ,give us a sense of what that range encompasses? Cunningham* Well, for purposes of the independent sector paper, the organizations that make up independent sectors' membership and the steering committee of the group that's looking at this issue have divided themselves into the following categories: we have arts organizations; we have civic and human rights organizations; education; environment; health; public advocacy; religion; and social welfare. And that, I think, is a fair description of the diversity that makes up the independent sector. Blews: As we played the word association game, it was fascinating to see the number of different values that were identified with regard to the nonprofit sector. And I understand that in the study that you are conducting, that is, in fact, one of the things that you are compiling is, in a sense, a compendium of those values that are found within the nonprofit sector. Could you give us a checklist of those values? Well, the approach the steering committee took in its discussions was to try to evolve a set of values, social and cultural values, that the nonprofit sector embodies and nurtures. And I'd like to stress that this paper, thank you, that this paper is very much in the process of development; that the values that I'm about to describe are not finished, and that I'm very appreciative of the opportunity to be here -this morning, and I hope that this discussion is going to inform my further work in this area. The first value that we've described is called...we're calling "Giving, Service and Community." And this value states something that we just heard all around this table this morning — the basic moral obligation of people to care for and serve others. It...As we're using the term, its defined 19 �as the value that creates a fundamental sense of community. Without giving, without service, we don't have community. The second value is "Pluralism." And, in a sense, that's almost antithetical because at the same time that we're building community, we're also affirming the value of diversity, the ability within the community to speak out for other points of view. And that, I think, is one of the critical things that nonprofits must do. Nonprofits also, within the concept of pluralism, encourage individuals, encourage groups to come together to act on their own values and their own beliefs. They provide a structure for people to do that. "Civic Participation" is a third value. Again, its a way for individuals to come together to act for positive social change within our democratic structure, and in this way, and I think _that Dr. Payton mentioned this in his paper and again this morning, we're. . .we are sustaining and renewing the democratic process. Without viable voluntary organizations, the democratic process would wither. The next value is the "Development of Human Potential." Most nonprofits exist in one way or another to a greater or lesser extent to help people to grow — to be as good as they can be. In this value we have the commitment to excellence in education, to excellence in scholarship, to research, to artistic expression. We have a lot of other things in this value as well. The development of strong families, sound health, healthy environment, an overall positive moral character for people, altruism. "Compassionate Response to Human Need" is the next value. That's a very important one for the social services sector. Voluntary organizations are the ones who exist to mobilize community resources to care for the poor, the sick and the disabled, the elderly, others with special needs here in the United States and around the world. Finally, we have the value of "Faith." Its impossible to talk about the independent sector and ignore the importance of the religious community within it. And through the voluntary sector, we have churches and religious organizations which provide a means for people to practically express their faith. Religious organizations...(tape stopped) . . .at least three others. One is the important role that nonprofits play as the protector of the legacies of past cultures, and I think that that is a critical role for the arts community. A second is that nonprofits play an important role in this country in providing perspective on the future. Since they're not bound by a profit motive, nonprofits are 20 �able to guard the present, look to the future, hopefully to plan as we make transitions into the 21st century. And, finally, and I think that this is very important for nonprofit organizations to be themselves, to be architects and practitioners of ethical behavior. And this is a value...I think the other values are ways in which nonprofits provide a structure for people to act. This particular value is one in which nonprofits themselves must set the example as a way, again going back to what Dr. Payton was saying a few minutes ago, as a way of teaching people trust. Blews: Thank you. Bianco: I don't want to get us off the schedule you're on, so I'd like to just make one response to Jan's comments .f You know I think when we talk about what' s the difference between the third sector or the nonprofits and the other two sectors within the United States, that's one perspective^^ Another perspective that I think we need to examine at some point in these kinds of discussions, which I frankly hope will be on-going for quite a time because I think there's a great challenge to the third sector going on in this country today, and I hope we come together again^... But I think one of the other things we have to compare^^In the United States, as we well know, there is about 31 per cent o f our Gros s National Product that is consumed by taxes in the Gross National Product. The European example, as I'm sure many of you have studied these things probably more carefully than I have, have seen that about 41 per cent of the European Gross National Product is consumed in taxes^X^h® European model is certainly, from a value point of view, has many of the same Christian and Judeo-Christian values and motivations that are here in our society. I think those kinds of values are operative and strong influences on both sides of the Atlantic in that sense. But in the European models, clearly they have made a different decision. /The third sector is certainly not as important there as it is in the United States, and they've made a decision to provide the basic kinds of caring services that Sister Monica referred to. They've made a decision to provide for arts, for culture, for education, for all of those things; but they've chosen to provide it largely through federal government taxation and federal government programming. So in that sense, clearly we have a remarkably different model in the United States. And then I think we get into the question of, "Who delivers the service the best? What are the results?" It seems to me Charles had a results sign over there. Who delivers the results better? And I think that alone is a tremendous , challenge to all of us in the nonprofit sector to think abgut. So I guess the point I'd make is that (1) we are clearly different from the European model, to say nothing, Professor Payton, about the Eastern Bloc model; and (2) within our own country, the merger between the third sector and governmental What's the reaction to those values? 21 Mr. Bianco? �influences, I think, is something that again is going to make this distinction a little bit more blurred as we go forward. Blews: Yamanishi; Mr. Yamanishi. It seems to me that what Jan has put down here and what we're defining is not. . .nonprofit sector is not quite as pure and as moral as we would like it to be. I don't think it is. The underlying assumption is, and historically, we had charities and the concept of charity was what was used. As a matter of fact, if you look at the history of nonprofits, the term charities used to be used in a lot of the names of organizations. The United Way had charities in its name previous to the time it changed to The United Fund. I think nonprofit sector can't be defined quite so pristine and purely. Its a dynamic. Its a force that's pushed between the private sector and the public sector, and you have ^institutions, organizations within the nonprofit sector that are leaning one way or the other constantly. Its a dynamic that. . .and you'll find organizations that are mimicking, maybe almost substantially, the private sector in the way in which they operate and the way in which they deal with benefits, personal benefits, they way in which they address problems, etc. And then you'll find other organizations that are much more allied with government and operate in a much more experience with community action agencies. And a lot of them that, even though they're private, nonprofit agencies, had solely government funding and had government people on their Boards as directors and so then they became much more of a political entity in the lo.cal community. So you have a dynamic and that's, I think that's what we created was a dynamic that helps us to define the forces between the public sector and the private sector. That's where we...I think we should begin to look at the definition of what a nonprofit is. Blews: Do we need a greater clarification, a greater understanding of the values, or are the values that important? Yamanishi; I_ think it encompasses all these values that everybody has addressed in some way or another. What it is...What we try to... I think what we' re trying to do, what the independent sector is trying to do, is help to define more appropriately, "Where is the middle ground that the general public is going to accept in terms of this dynamic?" Blews: Dr. Sederburg, for a number of years you represented that general public in the State Senate of the State of Michigan. Dr. Payton, in his paper, refers to a rather interesting term — "teliopathy" — the loss of mission or the disease of purpose which really goes to a values question also. What's your reaction to that? 22 �Sederburg; Gee, Edf I'm just delighted to be asked that question. What about a nice softball question like, "What do you think good is? or something like that? Teliopathy, of all things* Well, as I understand Dr. Payton's comments on teliopathy, its talking about lack of focus and loss of mission in organizations — kind of a drift without a sense of mission. And I'll try and tie that in with what Herb said and then also with what Joe said. I think government is losing its sense of mission as to what the public really wants government to do. I really feel sorry for all these candidates running around running for President because the public is giving them totally mixed messages. Do they want National Health Care? Do they not want National Health Care? Do they want Jobs programs? Do they not want Jobs programs? And its such a mixed bag that government itself has lost its sense of mission and its causing all sorts of dislocations in the political system. The mission is also central to this debate, in my opinion, because I 'm going to be perhaps thrown out the room here with this, but I think the nonprofit sector is defined by what the others are not. You're the residue of everything else, and its driven by market functions. For-profit, when we look at it, the public sector, we look at what are the markets out there, those market niches, that we can go out there and do some work and, hopefully, make enough to feed the kids. Government looks at constituencies as a marketplace and so there's a constituency that develops; government will be there with that service. And so its driven... Those two sectors are driven by market functions. The nonprofit . . .nonprofit sector is driven not by markets but by good will and philanthropy and the desires of the individuals organizing it. Its a different direction, a different flow. And so the point that Dr. Payton made about mission, I think, is central to the whole debate, and that is the definition of mission. Government is adrift. The private businesses are also having mission difficulties because of the changing economy and the world, global economic forces, etc. And so that's a tough debate going on. And the mission of nonprofit homes...I don't know why I keep saying nonprofit homes...but nonprofit organizations is very, very tricky because everybody looks to you guys to catch everything that's left in between. And that's a very difficult type of situation. So how about that for an answer, Ed. Was that all right? Blews: That sounds interesting to me. I'd like to know what Ms. Work's reaction is to that speaking for New Detroit. Is your mission defined by what others don't do and, therefore, you do? You mentioned when we talked about values, you talked about service as the value that the nonprofit sector represents. 23 �Work: New Detroit tries to go along with what its original mission was. And I'd like to take into account here many of the comments I've heard. When Jan said that the nonprofits are the architects and practitioners, perhaps, of moral doings, I was taken back to had you asked me, I was going to say perhaps nonprofits are both the stimulator and the implementor of good deeds. Now New Detroit's mission is, of course, to try and ensure that the poor and the disadvantaged have a voice in what occurs to them and that they. . .their human needs are well taken care of. But what Herb said earlier, I think, really applies here, too. Nonprofits depend often on where they get their money from. New Detroit gets a lot of business /corporate funding, but we have also had many, many grants that were government funded. And, I think, depending upon where your funding comes from, often you have to lean a little more toward the values and the practices of the sector that gives you the funding. Our mission, I would say, is to be a stimulator and a practitioner o f good deeds . However, the business sector, who gives us a lot of funding and I think this is a good thing, is making sure that we become more businesslike and more effective in what we do. The government sector, when we have their costs of funding, wants us to be, obviously, a little more political depending upon where the funding is coming from, and also has a very different kind of bureaucratic view of how you spend your funds. So I would say that I think the nonprofit sector, indeed, has its own mission, but it is often one cannot separate the 3 and how one gets its funding and who funds you. Blews: All right. Senator Vaughn, we've talked about values and we've talked about the mission of the nonprofit sector. As a Senator, how important do you consider those values and that mission to be? Vaughn: I consider them to be extremely, but I'm more confused now than ever. I have a constituency here and back home and so I'm constantly pulled in all directions. If you noted when you asked me the original question, I said nonprofit is good for all. Its the first thing that came in my mind. And then I had a little notation, though. Things held in common. It doesn't benefit the left or the right. I should rise above my own ethnicity or political persuasion and do what is right. And I find that in listening here to all of you, I want to be reelected and I consider that as one of my missions — and we talked about mission — and yet I want to be liked and I want to be loved and I want to do what is right, so I 'm torn between the forces, but I never lose sight of the fact of why I'm here. I'm here to help for all, for a people and to rise above my own ethnicity and my own political persuasion and try to say, "What would benefit society much better?" So the mission is clear, I think, but I am not clear in my own narrowness. 24 �Slews: Senator, you raise a very important and a new point, and that is that in order for a Legislator to serve that public good or that good for all that you described, that Legislator also must be reelected from time to time. This, after all, is a democratic system. Representative Kosteva, with your constituency, is there a value placed on the nonprofit sector on the kinds of missions that we've described such that you can, as a Legislator, be a proponent of the nonprofit sector and still be reelected? Kosteva; Clearly, because many of the purposes that the nonprofit sector and the governmental sector strive to achieve are so similar. The benefit of all, the public improvement, the ability to advance human potential, to respect the diversity of our nature and of our culture and institutions, I think that's very easily done. The beauty of the nonprofit sector, in my eyes, is that it allows the individual choice to be made. The individual choice on the part of individuals to be able to pursue the nonprofit contributions and roles and volunteerism that they individually choose to participate in. It allows them to advocate for those particular causes, and with that advocacy and that participation and that choice comes a commitment to those causes. And so I think its one of the fullest expressions of the participatory democracy that Jefferson brought to this country. So clearly, to the degree that the government sometimes deals with the collective good, the nonprofit sector, I think, their well-defined mission at the present time, on a more individual basis, I believe is more well-defined than the governmental sector and the business sector as it comes to social concerns. I think they're very, very compatible with constituent concerns as an elected official. Blews: Dr. Mawby, you're on the funding side as the President and Chief Executive Officer, Chairman and Chief Executive Officer, of the Kellogg Foundation. Are the values that you have heard and the missions that you have heard worthy of your support? Are they the kinds of values and the kinds of missions that do warrant the support from a foundation such as yours? Mawby: Well, we, as a grant-making foundation, of course, work very closely and share, in general, the values of the nonprofit sector. Under laws established by legislative groups at the state and federal level, the nonprofit sector is defined and we, as grant makers, have the opportunity of giving funds to nonprofit institutions and organizations and to all of the units of government. So its very often a collaboration and you have to say that, as you look at society over the past 10, 20, 30 and 40 decades, the role of the various sectors continue to be dynamic and evolutionary. We passed federal legislation with funding which provides for positions labeled volunteer which are paid. And that, you know, results in some 25 �confusion. So its an evolutionary process. Simplistically, it seems to me, the nonprofit sector represents all of those institutions, organizations, and programs which include private initiative for the public good. And certainly the kinds of values that have been described on the cards and in the discussion are certainly consistent with the kind of a mission that we see as the particular role of grant makers in the whole collage. Slews: Very good. How. . .How well does business and how well does the government sector understand the nonprofit sector, let's say on a scale of 1 to 5 with 1 being low level of understanding and 5 being a high level of understanding, Mrs. Miller, as a former State Legislator yourself, how would you rate the understanding of the government sector and how a leader in government, in the executive branch, how well does government understand the nonprofit sector? Miller: "I'm not certain it understands it very well at all. I would put that on a rather low side in terms of maybe a 2. Just looking at it from my current position, and even having been a community leader and volunteer in my own community, I find that government has a very difficult time being sensitive to human needs and to human value, and I think that's one of the frustrations that I feel in dealing with the governmental system now as on the administrative side as opposed to the legislative side, because we can become too isolated there from what the needs of the community are and then to better provide the leadership that I believe is needed from the government sector. Because as people have said around in several different ways as we have talked this morning, that government and business provide the direction, divide the impetus, the influence as to how a nonprofit may go. And if we don't have the leadership and the understanding of the purpose of the nonprofit, we're not able to provide the leadership that's needed. And, I guess, that's what I'm hoping in terms of my role as the relatively new kid on the block in terms of the administration of government, that we can bring more sensitivity to that. Blews: Mr. Cox, from a business perspective, same scale, how well does business understand the nonprofit sector? Cox: I think the business community understands the nonprofit sector very well. Each business organization certainly recognizes their own corporate responsibility to the nonprofit sector. And that's limited by their own personal resources, obviously, and as you go through a time much like we're in today, the amount of resources available for distribution becomes limited. And, you know, they have the same compassion and the same social concerns that all of us have. But its a matter of meeting the payroll or donating to nonprofit 26 �organizations. And their obligation, obviously, is to meet the payroll as best they can. But, no, they understand very well. There's a concern about how much of the tax dollar should be devoted to that as well. And you can't do both. You can't continue to raise taxes and then continue to expect the corporate..-the business community to find the means to solve all of the problems. Bianco: Ed, can I take a contrary view to that? Slews: Sure. Bianco: My good friend, E.L., who has always been a good contributor to the museum, it may be over after this comment. . .From my perspective and the years I spent in business, and certainly E.L. and had many, many years of exchanges together, I would say that business in the '90's is going to continue its challenge of down-sizing, right-sizing, whatever the term is going to be. As that continues, I see the corporate sector having less and less of the executive time and staff time available for volunteerism. I think the pressures of the marketplace on our corporate structure are so severe at this point, and will continue to get more challenging in a global competitive environment. And that' s one of the reasons I raised the point I did before with Jan about the difference between the European system and our's, because I think we may have a separate discussion about that one sometime. But I think the corporate sector is going to be able to do less. I agree with you, E.L. Like all the rest of us, corporate executives are sensitive human beings, in many cases not all. Like all the rest of society, and will take some personal interest and follow through in the nonprofit sector. But I also think we're going to see such a great pressure on profits — we're already seeing it — and I think that will continue through the '90's to the point where, I don't know what the current numbers are, Russ, but it seems to me the last conference board report I read, corporate contributions were 5 or 6 per cent, something like that, of the total. Mawby: That's correct. Bianco: And then foundations were another 5 or 6 per cent. So even at this point, if the corporations make up 5 or 6 per cent of the total giving pot, and that averages out at 1.6 per cent or -some number like that of pre-tax profits, if I remember that number correctly also, that's a fairly small contribution out of the profits of the corporations. And if they're going to be under competitive pressure for new plant investment, for new equipment investment, they're going to have to make a simple choice. Do I give the money away, or do I reinvest in a new plant or a piece of equipment or something like that? And my point is that in the competitive, non-oligopolistic, It's a battle. 27 �non-monopoly market that the United States now finds itself competing in, the decisions, I think, are more and more going to tend toward, "Our basic job is to provide employment. Our job is to provide products and services for this country, and more of our money has got to go in that direction." So I think there's caring there. I think there are some wonderful people to be reached. But I think the challenge to the nonprofits is going to be tremendous to make their case in a very competitive, very sensible way, because I think the corporate pot is going to be smaller both in terms of people as well as money. Kostielney: Ed. Blews: Part of making that case is to understand what impact the nonprofit sector has within a state such as Michigan. And we have with us a scholar, Dr. Mark Wilson, who is the Director _of the nonprofit Michigan Project at MSU and who has been "conducting the first study of the nonprofit sector within our state. Dr. Wilson, to bring this to a sense of closure in this identification panel, what can you tell us about the impact and what do you know so far about the size of the nonprofit sector in the State of Michigan? Wilson: I think the reason I said that it was invisible was the reaction of being a researcher trying to find information on nonprofits. Its very hard to even find out where it is and how big it is. So the impact of nonprofits is very, verydifficult to gauge because we don't have a clear idea of what they do or how much they do or even where they operate. We can. . .To give you an example, we find about 3,000 nonprofit organizations in the state that employ someone, and they employ about a quarter of a million workers, a little more than 5 per cent of the workforce. And that's almost easy to find out about. It was, compared to the rest of the nonprofit sector, that was easy. But it made you think about what else is the nonprofit sector doing? Well there are another 20 or 30,000 nonprofits in the state that have perhaps been registered or perhaps taken on charges or have organized themselves formally, and so that's another level of nonprofit action. And then we did a case study of Calhoun County and found there were 5 to 10 nonprofits that didn't even register, that didn't even recognize themselves in a formal way. The nonprofit sector tends to be invisible. We can't see it. We can see the organizations that employ someone. We can find the organizations that have a very formal, or legal, background but what about all the community groups that do contribute something, that do offer something to the quality of life, that are forgotten. The small social groups, the small environmental groups. Music groups. Care groups. They exist — are invisible. They slip through the cracks. So I can say quite confidently that we have a quarter million 28 �employees in Michigan in 1990, that nonprofit organizations are generating far more employment growth than perhaps you would expect, they're about 5 per cent of the sector, but they're about 10 or 15 per cent of all the new jobs in Michigan. But beyond that, that's just really the visible, formal nonprofit sector. The invisible nonprofit sector is equally important, but we just can't get a clear idea of what it is and where it is. Blews: Mr. Anderson, from your perspective with the Detroit Urban League, what's your reaction to all of this? Anderson; Well I think its unfortunate sometimes that we do appear to be invisible, because I think the nonprofits, Father Cunningham, we've been making wine out of water for a long time. We know how to take 100 pennies and turn it into 101 pennies. I think government... we' re the organizations that take, get the jnaximum results out of the minimum dollars. Our budgets are scrutinized by foundations and government entities and things are cut away because they think its too expensive. And so we are making extreme contributions in our communities with minimum resources. I think nonprofits are a much better place sometimes for programs and activities to take place than they are in government entities. Sometimes you see, yes, I think sometimes there are too many nonprofits. And I think sometimes its too easy to become a nonprofit. But at the same time, those nonprofits that are around like the Urban League or New Detroit or what-have-you or Focus Hope, we are making tremendous contributions in our communities. We are turning things around and in business, if the other two sectors look at us a little more closely, I think we all could benefit in our communities much better than what we do. Blews: And that really leads us into Stage 2 of our discussion which is talking about the relationship of the 3 sectors. But before we jump to that, we would like to invite anybody from the audience, if you would like to dive into the dialogue, this is an opportunity for you to do so. And please identify yourself and your organization. Young: Good morning. I'm Leonard Young. I represent the Michigan Ecumenical Forum on the Nonprofit Forum Board. I have a rather specific question that I want to ask about identity. Jfow we've been talking all morning and there seems to be some general agreement around the table about what identifies a nonprofit. But in my experience and in many of our experiences in nonprofit organizations, that consensus seems to break down when you come to the practical level, particularly in the relationship between government entities and agencies and nonprofits, and what actually defines a nonprofit. Let me give you several examples of what I mean. 29 �There's one set of criteria for the IRS to determine whether an organization is nonprofit. There is an entirely different set of criteria that the U.S. Postal Service uses to determine if an organization is nonprofit and can use bulk mailing privileges. In the State of Michigan there is an entirely different set to determine whether you are exempt from sales tax or property tax in different areas. And yet again in the Attorney General's office there is an entirely separate set of criteria used to determine whether you have to apply for a charitable solicitation license or not. For a lot of organizations, especially small, locally based ones like Mr. Wilson was talking about a minute ago, considerable hardship is wreaked on those organizations in trying to sort out how all of the different entities of government and agencies look at and define nonprofit organizations. I would be interested in the Attorney General's office commenting a little on that from their point of view and any of the others who see how we jnight be able to get some kind of a consistent micro definition of what nonprofit organizations are, and as we began when Representative Bandstra talked about being accountable, a single way of doing that so that people know how they may respond to inquiries and to be appropriately judged and scrutinized as Mr. Anderson was saying. We need some single set of criteria for determining those. Blews: Mr. Hoffecker, you're the Assistant Attorney General with the Charitable Trust Department in the Attorney General's office. Your reaction. Hoffecker; Well, its a good question and one I, frankly, welcome. We view the nonprofit sector as a method by which the tremendous social energy that we have in this country can be channelled and moved into doing the virtuous, good things that we've all mentioned this morning. Government, in my view, and strictly my view, should be as unintrusive as possible. I think we have a duty to guard the public against fraud, because there is charitable fraud — it does exist. So you need some standard and some mechanism to deal with fraud. Beyond that, in my view, there shouldn't be any exemptions. The fact that some organization is religious in nature, and we have this concept of separation of church and state, that should not by itself exempt the organization from letting the government know that it is out there in a nonprofit charitable function, how much money its taking in and how much its spending. X3overnment shouldn't say you have to take in, if you take in this much, you have to spend that much on your charitable purpose. That's going to be a decision for the public. If the public has access to information about the nonprofit sector, what they're doing with their income, making 101 pennies out of 100 pennies, people, I think, can make reasonable decisions on where to spend their money or, as money gets tight, more importantly, spend their time by 30 �volunteering with an organization, and make the whole process a lot better. The current statutory scheme, I think, started out as a governmental way to kind of nurture nonprofits. Okay, we'll make them tax exempt. We'll give them a break on certain kinds of property. To encourage people to make donations to certain kinds of charities, they get a tax deduction against their income taxes for making a donation. Well government should nurture good works that way. On the regulatory side, and that's where I come as a regulator, we need to protect the public from fraud and provide a mechanism for information for the public so that they can make decisions on what to do with their time and money without regard to whether the organization is a church, a school, a United Way entity, or any other kind of nonprofit organization. Blews: Do we need a more consistent legal definition across the various units of government of what a nonprofit is? Hof fecken Well, I guess inconsistency is a hallmark of government, but yeah, I think we need some basic tenets that every body can look to and I know at our level, with the Charitable Solicitation Act, we look to the 501C3 status of the Internal Revenue Service. So we try to be consistent with them. We're trying to make our organization operate on the 990 form with the IRS. That makes it easier for organizations. One document. If we're all looking at the same document, it makes it easier for the organization, it makes it easier for the public, and we' re all looking at the same numbers. Arrangement of the numbers on a form can change peoples' perceptions about organizations. In terms of the Postal Service, I'm not sure what their regulations are, but I'm sure, being a 501C3 is a big part of it. If we focus on that as the one constant, then I think we can deal with the other things. Blews: At this point, then, we will take a break. We will reconvene, we will try to reconvene by 10:45, so please be quick and brief. (Break) 31 �(Resumed Summit; - 10:56 a.m.) Blews; ...public here. I'd like to say a word to our panel and then I'll say a word as the program itself begins again. And thank you very much. You've done a very good job in the first stage here of helping us to set the foundation and to deal with some issues of identity. Our goal now, at the second and third stages, is really to allow the discussion to become much more free-wheeling. And please forgive me, with the lights and all, sometimes I don't catch the signals that come from you. So feel free to wave your card or scream and yell and we'll try to get a chance to recognize everyone. But do feel free to just jump in freely in the discussion as we go. And my role, rather than to pull you by the reins will be, when necessary, to perhaps rein things in just a...just a touch. Yes, that's correct. And during the discussion, if you feel jreal compelled to go to the mike, even if its not a point where we've invited that, you may and we'll try to get to you as quickly as we can, and then we will also provide an opportunity at the end for audience participation at that point. Yes, Maryellen. Lewis; And I believe we may go on past Blews Yes. In fact, we may go closer to 12:30. Lunch is behind me. We'll announce that again in the room next door. We'll announce that again at the appropriate time. At this point then we'll return to the cameras. slightly? In the first stage of our session today, we've had really a marvelous discussion about the identity of the nonprofit sector and perhaps some lack of identity or some confusion about identity. Who are we? What are we? What does that matter in terms of the relationship between the 3 sectors -government, business and the nonprofit sector — that are represented around this table before us? At this point we're going to become a bit less structured in our dialogue. We have here a panel of persons who are very distinguished leaders and, certainly, feel very freely, as they should, to speak their minds, and we're going to give them the opportunity to do that in this next session, and then in the third session. Stage 2 of our discussion, though, deals with relationships. The government/business/nonprofit partnership, the question of whether there is such a partnership, whether there should be such a partnership. How is it changing, particularly in these difficult fiscal times and these difficult economic days? 32 �What are the issues, the tensions and the ramifications? Having talked about the identity...the identity of the nonprofit sector, we now want to examine that in the context of these very, very important relationships. One of the people at our table here who certainly deals day in and day out with that kind of relationship is Mr. Robert Ivory/ the President of the United Way of Michigan. Mr. Ivory, of course, is representing and serving through his organization, serving community organizations. The nonprofit sector, in its attempt to secure support and funding in dealing in that process very closely with the business community or the for-profit sector. Mr. Ivory/ how would you assess the current relationship between the business community and the nonprofit sector? Is it a good relationship? Is it a bad relationship? Ivory: jEs this in the context of last night's NIGHTLINE? If you had a chance to see that last night, you certainly saw some pros and cons about the historical relationship between United Way and the business community. That has been a strong relationship over the years. United Ways have had, in some ways, a very well kept gift and benefit in terms of philanthropy. In a sense, when you talk about both workplace solicitation and payroll deduction, when you put those 2 things together, that yields, usually, people talk about that being a 9 to 10 times yield over asking someone for an individual gift at any given moment in time. So the notion of having access to the workplace and to employees for solicitation and coupling that with payroll deduction has been a very strong element of the United Way system. It also is incumbent upon United Way, in order to encourage that relationship and to maintain that, is to take a look at the trust that United Ways bring to the business community and to the community at large. In terms of the package of services that it brings to the workplace, and that has...therein is a major controversy today within the United Way system, even outside of < the most recent news events about the national president, there has been a major controversy within the United Way system in the last 2 or 3 years around the whole notion of choice and opening up the number of agencies that are brought into the United Way system, into the workplace. And that companies, and particularly again in the public sector, have asked that the number of agencies, the number of charities represented, for instance, in an organization like United Way, in fact, not be limited to a few select organizations but, in fact, be opened to a much broader base of charitable organizations. The phenomenon is in this country as someone alluded to earlier that, in fact, we've had just an explosion of nonprofits in this country since the '60's. And there are more and more agencies who are looking to the workplace, for instance, as the method of increasing 33 �their funding. And so the pressure on United Ways today is, "What type of package do you take to the workplace to have continued credibility with the business community that you're offering a product that, in fact, is not limited to a few select agencies but, in fact, brings in a package of services that meet the broadest ray of community good. Its interesting, in my view, one of the characteristics that we. . .that make us somewhat invisible that we need to, in fact, market is one of the hallmark characteristics of the nonprofit sector is, in fact, the volunteer force. And I've always been impressed to hear George Romney talk about that volunteer commitment and the ownership, whether we talk about it as the participatory principle of people becoming involved in our community issues remains a major issue for United Ways to continue working with the business community for that type of leadership and commitment to some of the community issues. So, in short, one of the things that's happening to us within the United Way system is to continue to look at that relationship that we have with the business community in terms of presenting a package of services, a benefit that, in fact, benefits a much broader community base than a few select organizations. Slews: Mr. Cantrell, you...you represent volunteer agencies. Mr. Ivory has talked about the important role of volunteer ism. How does that relationship between the 3 sectors affect the volunteer activity in this society? Cantrell It affects it in a very positive way. One of the things I would like to address before answering your question is the whole point of where human services, private sector, came from — this whole idea of human services. It started with people before we had any programs, any professionals, we had volunteers who saw a problem and went out and tried to do something to cure or aid in that particular situation. One of the things I see that that whole pioneer spirit is somewhat dying. And its dying under the auspices of existing organizations, often times, in that the volunteer sees a problem and tries to bring their problem forward. There seems to be now territories among agencies and if its working with children, then you're touching upon some child serving agencies. If its dealing with the homeless, some existing organizations see it. Whether or not they are behind that particular attempt to start an organization or to carry some -special type of service through has a profound impact on whether or not that program will ever get off the ground. And I see that dying in some of the communities I'm working with. As people bring forth programs, they are actually being smothered under the weight of existing programs who are going to be. . .see them as contenders for dollars. And I just wanted to bring that forth and so that's something we really need to deal with. 34 �I think in terms of the overall relationship from a corporate standpoint, we hear often times corporations talking about being a good corporate neighbor. But often times when confronted with, "What exactly do you mean by that and what exactly. . .what type of activities will you involve yourself in to...to prove that?" Often times, you'll get a...not the type of answer you may be looking for. In terms of government, not to be a complainer or anything but they tend to kill creativity. One of the things that I see that is hurting nonprofits right now is the fact that creativity is being smothered under the weight of paperwork, under the weight of restrictions and that type of thinq.l And I get a lot of people in from Western Michigan University who are graduating from the field of Social Work and they come in and they really want to change the world. And its really nice to see that. "I'm graduating next year. I'm gonna go out and I'm gonna have an impact on this." To talk with those people a year later or 2 years later and see that they've been...I'm "thinking what's the right word I want here...what -i~ want.. .that they've been basically.. .all their creativity, all their energy has been somewhat^ subdued and now put away. ••£• think that's a big problem. (l think that we really need to open up human services to the standpoint that when people come in, if they have creative ideas, there is a forum for them to bring those ideas forward. In cases where the true sense of volunteer ism, which is going out and people helping people and being able to identify a need and carrying that through rather than going out and having to join an existing agency. One other point. We talk about formal volunteerism and that's working with agencies that exist. There's a large contingency of informal volunteerism that goes on and that really needs to be gauged more. And I know that's the invisible thing that you were talking about, Mark. But we really need to find out what is going on therej I know that churches are involved. I know that in my community, just in my Block Clubs, all of the things that they're doing to deal with crime and a lot of other things that are going on. Its not being gauged and not being seen as that overall system. I think a big part of the activities are happening there. But to grow from a Block Club to a new founded organization with funding is something that doesn't occur very easily because of existing agencies. X We need to figure out a way within this partnership to not only create a network whereby these things...these issues can come to a head and people can speak to them, but also an -opportunity for those organizations to somehow have a survival clause in there somewhere, that they may be pushed forward to the point of developing and starting new agencies. And at this time in our history, especially here in.Michigan, we need that type of pioneer spirit more than ever! And I don't see this being... 35 �Blews: Reactions to that. Jan? Gallagher; I'd like to talk for a minute about some national and state trends that, I think, are going to affect the development of government/business/nonprofit partnerships over the next 10 years. Its not, I think, going to be news to anybody in this room, but I think it might be helpful to remind us all. The President's budget proposal, factored out over the next 5 years, is projecting declines in federal spending for for education and training, for social services transportation, for community and regional development. The only thing that's projected to grow in the President's budget is medical care, federal spending for medical care. The most recent, valid data on what's happening at the state level comes from a mid-December survey by the National Conference of State Legislatures. At that point, 30 states were receiving less revenue than they needed to balance their budget. More Jthan half the states were reporting expenditures for entitlement programs or education or both at a higher rate than budgeted. There were very few state reserves left because most of the states had spent them in 1991. There is an increased demand for social services, and a lot of states are cutting aid to local government as one way of balancing their budgets. Its a terrible picture. But it also is going to force substantial changes in how we deliver services, and its going to force changes in the partnerships. There's not going to be federal money. There's not going to be state money. It looks like there's not going to be local money in the short run. Someone is going to have to pick up the slack, and only nonprofit organizations are left. And that's going to, I think, force nonprofits to do exactly the things that Mr. Cantrell, I think, if I got the name from this.. .that's right. . .was just talking about and that is find new approaches to deliveries of services, to decategorize existing programs, to look at innovative, creative, community-based solutions to problems. Blews: Councilman Benavides, from a local government standpoint, what's your reaction? Are you seeing the same trend occurring there? And how do you see the partnership shaping up? Benavides Well, first of all I think that we have a tremendous job in trying to educate government as to what our actually nonprofit organizations are. I see the...there is various types of nonprofit. In terms of services, those that provide the traditional services that are commonly known to everyone, and then there is the others that are non-traditional where we take the people as we are. The problems, I think, that we have sometimes when we try to get grants and things of that kind, the first word that comes up is "duplication." You're duplicating with so-and-so. You're duplicating with this other person. And what. . .what they need to know, they need to 36 �get educated as to exactly what it is that that agency does and why. And so that. . .it seems to me like this type of forum has a tremendous job, along with us, to try to educate that particular sector. I just wanted to say a little bit about the United Way politics in terms of opening it up to everyone, I've been an agency director for 22 years in Lansing and I have seen many people come and go. And I know that at one time we had like maybe no more than 10 or 15 agencies. Today we got like 100. That's fine. The more, the merrier. I think competition is good. I used to be a grocery clerk and they used to tell me that the best thing to do is to have someone across the street that would give you competition. But, you know, one of the things that the designations, I don't know that he mentioned it, the agency designation where you designate who do you want that particular donation to go to. I have been quite concerned about that. I got my numbers from the local United Way and they were increased a little bit ^rom the last time. But I think, you know, that deep in the living rooms or bedrooms or wherever these people are making those decisions, there seem to be a tendency, if they don't know anything about your agency, they don't know anything about what you do, or they...they seem to designate that and I can see a lot of these designations going to a block type of agencies in this community. And I think that if, in fact, we're gonna look at all of those as agency designations should be one. Let me say that government, I think, that its always has a tendency, and being an elected official for 10 years in the City of Lansing, I 'm an advocate of human services. I work for one and I truly believe that this is where we gotta go. But I think, you know, we have the tendency to leave the human services, to leave our drugs and crime and health services to the United Way, to the foundations, to "let George do it" type of attitude. I have always advocated that we need to be responsible, that the city government, county government, and state government needs to be responsible and we need to set aside, just like we set aside for everything else, we need to set aside dollars that are gonna go to nonprofit organizations that are providing the services to this community. I have to believe that if we can educate 'em and we can get 'em jobs and we can get 'em the help they need, the whole economic and social quality of life in our community will change. Blews: Dr. Mawby. Mawby: Well, I find it useful from time to time to remind myself of sort of a fundamental interrelationship or interdependence of these three sectors. That, in fact, the governmental and the nonprofit sectors are fully dependent for their resources upon the vitality, the success if you please, of the other sector - business. And its only as business is successful that government can generate its resources. Its only as business 37 �is successful that employees then have the where-with-all — 85 per cent or so of giving is by individuals. Its not by corporations and its not by foundations, its by individuals. And so the vitality, the success of all of society depends upon that generating force. I was...And so public policy then in effect decides how those resources are going to be mobilized to serve the public good. We tax to do certain things. And in those decisions, we can provide incentives or disincentives for voluntary giving. And so as an individual then, part of my contribution to society at large is through the taxes I pay and part of it through the charity, the giving sector. I was intrigued earlier when we had our flash cards, how often the word "community" came up. And I've been in my public remarks been talking about the 1990's as the decade of the community, because it seems to me for several decades we've been shifting responsibility to higher and higher levels, to Lansing and then to Washington, saying that the _federal government or the state government ought to do these things. I think society in this period now is becoming somewhat disenchanted. We've poured massive resources into governmental efforts and I think there's been some degree of frustration and dissatisfaction with the consequences. And increasingly I hear Washington saying about, "That's the state's responsibility," and Lansing saying, "That's really, you know, the county, the city, the community's responsibility." Now there's going to be a very awkward transition here in public policy of reallocating the resources to do the job. But if that's the direction that American society is really moving, then I subscribe fully to that because I think at the community level we're able to respond most effectively to community needs. Then we've got an awkward period of transition where responsibility is being shifted, the resources have not yet been reallocated, but I think it represents, again, that interrelationship of these 3 components of the larger picture. Blews; Mr. Hoffecker. Hoffecker: I. think that's an excellent point. The nonprofit sector can do something that government and business can't do and that's, in my opinion, react quickly to changing social needs. One of my frustrations in government with one of the other hats that I wear in the office is that we're always reacting to something after the problem and the harm has occurred in ...that's in my efforts in the Consumer Protection area. Very seldom are we fortunate enough to get people with enough knowledge so they avoid the problem. The problem happens. They come to government. Nonprofits are...can have the chance to be proactive. Look ahead. Sense what's going on and then try to deal with it. Government and business can try to facilitate that by allowing access to the workplace and payroll deduction to fund programs, to guard against fraud in 38 �going out and soliciting money and making information available to potential donors. But, really, the...especially in the current era, it strikes me that the most dynamic of the 3 dynamic forces we're talking about is the nonprofit area. Aaron's work, the emphasis on getting people involved because money. , .there's less money so you need. . .you can.. .you can solve some of the money shortages with people power.. .the social energy that I mentioned earlier, that our nation with its cultural and racial and ethnic diversity, we just have all this stuff going for us if we can somehow channel it into doing public good that so many of us held up when we went around with our word game. Blews: Mrs. Upjohn, you're both a business person, a business leader, and a community leader. What do you think about this? Upjohn: Well, I support what you say very strongly because I think that the nonprofit sector is the only game in town that can take risks. We need new kinds of solutions for some of these problems. We need more collaborative efforts where agencies come together. Each of them may be doing what they do best, and working together to bring social energy to the problems that beset us. And for government its too ponderous and for the business community it is really not their function. But that's where our power and our ability to set the agenda comes, I feel. Blews: We then do go to the question of who pays. And earlier in the discussion there was a reference made to the fact that the primary — the first responsibility of the business community is to its employees and to their benefits and compensation. And then, of course, there's the issue of shareholders in large corporations. Mr. Roehrig, you represent a part of the labor community. From your perspective, how should business balance its obligation to its employees and does it have an obligation to the broader community through the nonprofit sector in the use of its resources? Roehrig; You've probably stuck upon the essence of a discussion I assume we're going to have later on, it was mentioned earlier, donor option and that entire...that...that phraseology that seems to apply and have every nonprofit that goes into the workplace and attempts to "solicit funding". That is one of the major difficulties now on whether or not its appropriate for everyone to be treated the same in their efforts. Is there a special partnership for certain individuals, whether they be groups of agencies or attractive agencies, that seem to have the public concern at the present time such as funding for AIDS, etc., to be specific? Do the employers, therefore, have a responsibility to allow everyone the same opportunity to solicit those funds? Or is there a mechanism internally where the donors, the individuals, the labor force that I 39 �represent, is there another way that they should be involved, they being the employees, to determine which agencies are going to "stand outside the plant gate with a tin cup1*? And that takes us, if I could take us into that, that's the essence of business and labor and nonprofit having a coalition many years ago to limit the number of solicitations. That was the reason for putting together federations that would come in and make one presentation at one time of the year. That's our concern now as labor leaders in that we know our members and our employees that we represent are good, community-based, hard working individuals; but their budgets are stressed just like every corporation and every business. Their difficulty with buying bread and supplies and paying tuition and paying for things for their children and their families is just as difficult as corporate Michigan or corporate America to balance its budget. So when they're given the option to contribute, if they' re beset upon by too many requests for Donations, the tendency is to turn the set off and not listen any more at all and don't contribute period. And that's ...that's the complaint we're getting in our...as labor individuals, that there is an increase in the number of solicitations — both through direct contact and in the workplace. And that creates a whole new set of problems for us in our partnership with business and industry here in Michigan. Blews: Reactions to that from the nonprofit sector. Anderson: I want to make a quick response, because I think it probably raises one question that all of us ought to think about. Knowing our options when you talk about that in the United Way, for example, isn't really just a donor convenience. Because if you feel strongly enough about the Detroit Urban League or the Urban League, and we've had discussions nationally, you could write a check directly to me and it will be tax deductible and I don't need a third party to field that money to me. So if you're talking about donor options, you may really be talking about donor conveniences and I think he's right, that you really just open up a Pandora's box and have people inundated, because a lot of us get mail all the time directly from people soliciting funds and then I see the United Way, for example, and others who put out money as people who really have taken some time to study what the issues are and try to prioritize funding those needs in a community, and not just letting it run all over the place. So I would think that somehow or another, if you have all of a sudden 300 entities seeking money in this corporation, you really are talking about donor conveniences as opposed to donor options. Blews: Mrs. Miller. 40 Mr. Anderson? �Miller: I'd like to build on some things that everybody has said here because I think when we're talking about donor options or donor conveniences, we're talking. . .we're really talking about a problem that I think we have across the board in terms of looking at what Mrs. Upjohn said about collaboration, what Jan said about creativity, what Mr. Mawby said about community, I think we've got to look at cooperation, we've got to look at communication, we've got to look at coordination, and they can't be just nice little concepts that we sit here and talk about on the table. I mean, we've got to go out and actively pursue those relations and develop that communication so that there isn't the inundation with donations, that there isn't the duplication of services that someone mentioned.. .mentioned here. I think that we've got to move...move forward because in a time of limited resources, whether its limited resources from the public sector or limited resources from the private sector, we're talking about money. But there's also _information, there are also people. And I think we have to begin to work together and I take this... I give you an example in the public sector in what I do in the Ombudsman's Office. I came in at the beginning of last year, and I won't give you the whole long story. But in essence, what happened in our office, we had to reprioritize, we had to refocus, we had to down-size, and as a result of what we have done, we found a new direction, a new purpose and a better service. And I think this is what this time of limited resources is all about in terms of both government, in terms of the nonprofits and in terms of the business community. And alone we can't do it, but together we have to come and do it and get it done. And I think we're being forced to do it, because its the only way we have to go now. The money's not there. Blews: Mr. Epolito. Epolito: Yeah, just very briefly, I think we've talked about a partnership that does not exist. I think we're taking steps. This is a fragmented conversation. However, this is the first steps in trying to bring that together. I think that the one thing that a partnership can do, and certainly the United Way has proven this, is to set some priorities. On my desk in my office sits about, I don't know, $15,000 or $20,000 worth of requests for funding. We set up a Corporate Giving Committee and as to where we're going to allocate our resources. At the same time, our employees are inundated with requests and I have everything from a $500 tuxedo affair evening for the Humane Society to save dogs and cats, and I'm not criticizing that because its a major priority for some people, but we have people starving. We have homeless in the streets. We, as a corporation, we, as individuals, have got to set some priorities as to what's important to us in this society. So I think this whole issue of what can the partnership do, if a partnership is created, I think the partnership could give 41 �some leadership to setting some priorities and really get to some of the bottom line issues and give some of the focus that we're lacking. Blews: Good. And that's certainly is a function of this Forum today as you note yourself. Mr. Yamanishi. Yamanishi; A comment was made about down-sizing. From the nonprofits' perspective, there have never been adequate resources, probably never will be, for all of the needs that we see. There is...the problem that we...the way in which to address problems, at least from my perspective, is not necessarily to look at where the resources are but what kind of freedoms do we have to address those resources, to address the problems that are out there, and I don't see that. . .because of this dynamic where we've at one time been closely associated with government funds, and so then you get regulated to such a jiegree, or if you start to, well, lobbying being one of those issues where you start to advocate for a certain...for certain perspectives, kind of choices that society ought to be making, we get.. .there was a lot.. .there is a period in which that was heavily prohibited from nonprofits from trying to advocate. It seems to me that in order for nonprofits to be the dynamic that I think that we have created a third sector in this country, we have to be given some opportunity. If there aren't going to be enough resources, we ought to be given the opportunity at least to think freely and to...and to feel ...and to define the problems and the issues out there. But, unfortunately, what's happening is that we are being driven and we are not driving. We are being told by the business sector or by the government sector how we should form. I mean, if you narrowed the opportunities for addressing raising money, then you are narrowing the kind of opportunities possibly that nonprofits can have to address issues as well. So to me there needs to be the relationship between government and business as one in which we need to provide more opportunity and more freedom if its not going to be possible to provide the resources to go with. We have to be given an opportunity to express ourselves and we haven't been able to do that. Blews: Dr. Clark, you bring a health discussion. Clark: And I want to build on what was just said, because certainly for the health care industry, and hospitals in particular, in Michigan and the United States, this involvement between a not-for-profit hospital and the governmental agencies that both regulate and increasingly reimburse has been an uneasy situation with tensions on both sides; and it certainly is not getting any better. If you put a little historical perspective on it, the relationship was between hospitals and 42 care perspective to the �government, with business a distance away. That is changing as well so that the triumvirate, as we are talking about it here, is not becoming increasingly interrelated. And from the hospitals' perspective, we function as nonprofit. At the same time the government regulation is so extreme that the very flexibility that we've all been talking about in meeting the needs of the local community is increasingly removed from the hospitals to be able to do that. At the same time, with the shrinking reimbursement, both from the public sector and from business, you have an increased constraint on what the abilities are for any individual institution to meet those needs — even at the best of times. I'd like to be able to take the suggest ion that was made by Judy Mi 1 ler that this Forum, and by Aaron, that this was exactly the time at which we should be most inventive. But I don't think I have a tremendous amount of sense that that is going to occur in health care as health care has come to be in the United States jtoday. If you consider, in Michigan, that besides being nonprofit with all the things that that means, that in addition to that there is over $400 million of care in charity care that's given every year — over $1 million a day — and that doesn't even count what's not being reimbursed by the mandated federal and state programs. You are talking about a situation where the squeeze is coming from both sides, and the ability to respond to that in inventive and new ways is shrinking as well because of governmental constraints and regulations. Blews: Ms. Work. Work: I'd just like to say that it appears as though the nonprofits have been given the mandate to take care of crucial problems that are growing and that are not getting smaller, and that it is truly a mandate without money. Now I understand, and we have been hearing at New Detroit, that we must coordinate, we must have collaborative efforts. I agree with that and I think the nonprofits have to coordinate and collaborate to the best of their ability. Then we hear no duplication of services. Perhaps there should be some duplication in order to cover all the problems, and I don't mean duplication that is a bad thing, but how much do we come together and collaborate and coordinate to the extent that we not fulfilling our mandate and handling all of those problems out there? Some duplication might be a good thing in order to handle all of problems. It is a very tough mandate and I agree with Herb, once again, we must be able to advocate, perhaps, in order to get some more money, in order to handle these problems that are growing, rather than going away. And I know here we're talking about what exists now, but perhaps we have to work also to try and change what exists, at least as funding from the public sector, in order to handle everything appropriately. Right now we're pitting human 43 �services and human needs against the arts. We're going to be pitting more things against each other, I think, unless we take a really good look at policy issues. Blews: Mr. Bianco. Bianco: The subject is coordination between the 3 sectors. where we are? Blews: The subject is wherever we take it. Bianco: Before I mentioned that I did not think that during the Reagan years or now even during the Bush years the federal government is doing what it can to encourage activity in the, nonprofit sector. When we heard the rhetoric in the early '80's that the private sector must do more, individuals must do more, we were reminded by Russ that the giving is largely by ^individuals. But yet during the Reagan Administration and the tax reform as all of us in this room know, the whole itemized deduction was taken away essentially for about 75 per cent of tax filers. As far as I know, about 25 per cent of the people itemize, somebody might back me up on that number. And so we took the federal incentive to give. We took the policy that said, "Its good to give. This is what we want to encourage you to do it." Government is not going to stick its fingers in the management of it, but we want to have the third sector involved in this. So during the Reagan years, that was taken away. To me, that was a complete inconsistency in the policy of you want to encourage private sector support, and then on the other hand you chop off their hand in terms of their financial where-with-all. So I never did understand that even though I'm a Republican and I voted twice for Reagan, I still don't understand it. And I voted for Bush, too. And I'm frustrated. Anyhow, you'd think I'd learn. And I voted for some other Republicans in this state, too. Now, at the state level, again I think we're doing the same thing. When we look at our state tax policy, its a complete hodge podge as all of us know, in terms of any kind of deductions for charitable gifts. We say that if you give $400 as an individual or as a couple, you can deduct $200. But its only $200 if you give to public broadcasting or education or an art organization attached to a municipality that has support of the arts, whatever that is. It is a crazy pattern. We say its all right for a corporation to take a $5,000 deduction for public -broadcasting contributions or $5,000 to a community foundation. But if you give to a hospital or if you give to an art museum and you're a corporation, you can't take that $5,000 deduction. So to our legislative associates who are here today, there was a lot of rhetoric last year in the Legislature, but nobody every took a hold of this crazy-quilt pattern. That's point number 1. Point number 2 on this is, if there's going to be cooperation and if there is going to be 44 Is that �less governmental support in the '90's, then we need some more help from the state government. Why shouldn't that deduction be raised to $500 or $1,000? Something that is truly meaningful or begins to be meaningful. And then even having done that, that's still not going to solve all the problems that Jane just talked about in the health care. We know that. But it could help a broad range of organizations. So those are some of the kinds of things that both from a moral persuasion point of view as well as a tax point of view, both our state government and federal government could retrace their steps and send the message out to this country that the third sector is important to our democracy and to solving the issues. And no substantive action is happening at the federal level or the state level. There's a lot of rhetoric. There's a lot of discussion. But nobody's got a single piece of legislation to correct those two problems, and I don't understand that. Blews: Representative Bandstra. Bandstra; Yeah, I think you're right, that we do have a hodge podge approach at the state level. I'm sure you're aware that we do have a limited tax credit in place for community foundations and part of the bill that reinvigorated that tax credit specified that we want to do a study of the way other states structure their tax incentives for charitable giving, so we recognize the problem here in Lansing. I'm not saying that we're definitely going to solve it in a fashion that will please everybody in the room, but its certainly something we ought to look at at the state level, so I would agree with you. Kosteva: I go back to Joe's point that you raised much, much earlier and that is answering the question of who delivers the results the best. If we would choose, if government makes the conscious decision to, let's say, broaden the deductibility of certain contributions, clearly that tax expenditure will cost the state government, and we will be making the conscious decision that Jan has talked about in terms of the extended pressure that state government is facing. Lois mentioned about the fact that we're pitting social services versus the arts at the present time. So if we make the conscious decision to expand the deductions and the expenditures that that can go for that will reduce the state dollars that will, therefore, go to social services so we, therefore, will be making the conscious decision that government has decided that somebody else, the nonprofit sector, will deliver these results better than the centralized state or federal government will. So I'm not certain if our society. . .our collective society of whom Rick and I and others are reflective of that as their representatives...have made that decision. I think that...I think that they're pushing us in 45 �that decision. They're pushing us toward the direction that they don't think state government is...is delivering the results very good for some of the reasons that Russ Mawby talked about, what they're telling us with their tax message that they don't want to see state government spending more money or have more money available to spend for that and so maybe they're pushing us in that direction. Its just a matter of the evolutionary process for the leaders to tax to catch up with their electors. Blews: Senator Sederburg, as a former legislator, what counsel would you offer to this...this gauntlet that has been laid down for the current Legislature? Sederburg: Well, I think we're in the midst of a rewriting of the social contract in the state of Michigan. Michigan has a history and a tradition similar to Wisconsin and Minnesota of a public that wanted public services valued, a good public infrastructure, liked high quality educational institutions, liked to fund the arts, etc. But I think we may be in the midst of a change of attitude and we may be moving more to an Indiana - Ohio type of environment in which the public says we're going to rely on the individual to make decisions and to succeed individually and we're not going to look to government to provide services, and I think that the public may be moving away from the leadership of the state. And the people around the panel and all of us probably on the bottom line feel that the government really has a role to play in providing leadership and providing some high level governmental services that we can be proud of. Joe' s point in Europe, you go to Europe and people are proud of the infrastructure of the public buildings and the public transportation systems and the public image is there. I ran into a friend of mine from Minneapolis the other day and we were talking about high taxes in Minnesota, and he said, "Yeah, we have high taxes in Minnesota but we' re proud of the park system and the road system and the infrastructure that we have." I'm afraid that's changing in Michigan and the message that Jim Kosteva and Rick Bandstra and others are getting from their public is that they're facing economic pressures and we don't care about public services as we're having such a difficult time making it in our own family situation. And that's very frustrating and I chuckle and mention a big pitch for tax credits, you know, a lot of people believe these are tax expenditures. That it is really just another way of the state giving direct aid to the institutions, and its just going to drive the state budget further into debt and accelerate this social rewriting of the social contract. So I'm afraid that its going to be a tough time ahead until the public really resolves in their own minds the level of public services that they really want out of the state government. I think the federal level has done a tremendous disservice to us in Michigan in that the public 46 �has gotten used to having their cake and eating it, too, and just it on the credit card for the national debt. And so in the same paper you can read about Congress passing a tax reduction bill and at the same time talking about passing mandatory health care insurance for everybody and it'll just drive the national deficit further and higher and higher. Well, we don't have that liberty at the state level, but the public thinks we do. So the public is going to write to Jim Kosteva and say, "Gee, we want money for the arts and we want a tax cut next week, too, while you're at it." And they'll be totally inconsistent to them because that's exactly what their Congressmen are telling them that they're going to deliver in the next election. They're going to give them national health care insurance and they're going to cut their taxes. So why can't we at the state level give money for the arts and cut our taxes? Sounds reasonable to me and I'm going to write a letter to the legislators. Blews: We'll provide the legislators' addresses to you. Sederburg: Very good. Blews: Shifting to a national perspective, Ms. Gallagher. Gallagher: Well, first let me assure you that Michigan is not alone in having a confused approach to incentives, for charitable giving. I commend to all of you Virginia's sales tax exemption system which is one of the most complicated I have ever seen. But I'm disturbed by what I'm seeing around the country as I monitor tax challenges to nonprofits. And what I'm seeing goes back to what we were discussing in the first part of the session which is a fundamental lack of identity within the nonprofit sector. Blews: And now we're talking about tax challenges not tax incentives, an important bridge in the conversation here. Gallagher: Well, let me bridge it a little better then. I mean a property tax exemption is an incentive. It's not an incentive to charitable giving but its an incentive to the charitable organization to carry out its purposes; similarly a sales tax exemption I would put generally within that framework. Blews: Good. Gallagher: Two weeks ago, I'm told, the tax assessor's office for Lincoln, Nebraska, was out with tape measures measuring the square footage of every day care center in every church basement in Lincoln. The tax assessor was quoted in the newspaper as saying, "Child care is not charitable unless its free. Further, child care is not a religious purpose." Therefore, he apparently proposes to require all churches in I've waited for a long time to do that. 47 �Lincoln to pay a proportional share of the property tax on that portion of the building that's devoted to child care. The Lincoln newspaper, I'm further told, wrote an editorial commending this fellow for his innovative and creative approach to solving Lincoln's revenue problems. I don't understand this, except to say that people apparently don't — aren't seeing the value in child care, the importance of child care, the need for quality child care to preserve family structures. We haven't talked yet about your fourth sector, which I see as the family. The Alabama Legislature — House of Delegates — I'm told, 2 weeks ago repealed... voted to repeal all its charitable sales tax exemptions as part of a restructuring, taking away what they viewed as unfair tax benefits. I believe that's going to be corrected in the Alabama Senate, but I'm seeing the need for state revenue driving, and for local revenue, driving some decisions that I think are terribly unfortunate for the future of nonprofit jDrganizations. I'm seeing organizations forced to spend substantial amounts of money to defend existing tax exemptions, and I'm concerned about it. I'm also seeing on the government/business/private partnership area a fundamental exclusion of service delivery agencies from some of the dialogue that's going on. I'm told there was a conference at Wing Spread maybe a month or 6 weeks ago, I'm not sure, at which government, including the Governor's Council of State Policy Advisors and business leaders and foundation executives, sat down and talked about how to restructure delivery systems. I'm told that deliverers of social services were notable absent from that discussion. Another group that I work with is trying an experiment in Virginia to renegotiate the delivery system and when they went to talk to their state funders, they were told basically, "Go away. You do what we tell you. We don't want to hear what you think." I'm not sure how to correct these identity problems. But I think that if we don't address them pretty quickly, we're going to have some serious problems over the next 10 years. Blews: Do we see those same kinds of identity problems producing similar challenges in Michigan? Father Cunningham? Cunningham: Oh sure, but the not-for-profit organizations, the complete spectrum of even to the point of antithesis...and I remember when Focus Hope started, one of the things that bothered me tremendously was people calling us an agency. Because by definition, an agency is something that does what other people tell them to do. They act out of a contract to do something. You see us, by nature, develop guidelines for those that get their money and, therefore, they are U.C.S. agencies. That relationship, while very important maybe to certain objectives, is the death knell of the not-for-profit, highly voluntary, and what I should think of as the...those of you who like Lake St. Clair and Jefferson Avenue, .all know about 48 �the fish fly. He comes in there and gets under your car tires and we crunch up several million billion of them every year. I always used to think, "That's a good idea for not-for-profit organizations. They guide themselves as fish flies. They come get something done then get out of business." And then good people like Dr. Mawby come along and say, "Hey, wait a minute. We'd like to help you, but how long are you going to be around? We're looking for some consistency." Right, Russ? And we're looking... Mawby: Cunningham: Positively. So you need some institutional stuff. And there's a struggle within an organization, both to be institutional and to be free. And let me tell you, that's a stiff one. That's where that small group of not-for-profits that are not agencies. And for that group now comes the responsibility to take this _business community over here and this government community on the other side, who obviously have failed to do something or there wouldn't be a purpose for the not-for-profit, and then you go and say, "Its their fault, business, and its their fault, government, that they don't know how important we are to their destiny." Well that's a crock. Its the responsibility of the not-for-profit organization to make partnerships with government and with business and to draw them along and to make some very important assumptions. The business community has an ethic. Now they're crooks. There are also crooks in the not-for-profit. But they have an ethic, and that ethic ought to be honored and respected, but its an ethic, a kind of fence around their business practices out of which they hope to become really rich and take care of themselves. And that's acknowledged. There's nothing wrong with that. And government, Eugene McCarthy made a good case and its government's business is to maintain the morays, not to establish morality, not to grab ideals. And after Thomas Jefferson and all that stuff God laid to rest, the purpose of government was to maintain the institution. The purpose of the not-for-profit organization is to reach for the stars. To reach for the moral possible in our time and then to integrate that with the morays lifting them up inch by inch and with the business community making them a little better, too, for the common good. Now comes this not-for-profit organization, wimping and whining, "By God, this is hard work. " Well of course it is. That's what you chose to set that at the helm. And you stand up to yourself and if you're the captain of the ship, you shouldn' t receive any pay. "Why shouldn' t you receive any pay as the captain?" (This will make me very popular.) "Why should not the captain of the ship receive any pay?" Because he is inviting in all these volunteers. Come follow me. And if he gets 75 grand a year, how can he ask all these volunteers to come in and do for nothing what he' s managing for a pretty handsome salary. We got a lot of stuff 49 �here we've got to look at. And, finally, on a very positive side, because I think we're in for some real great surprises and while, Jane, you make some good projections there, I'll bet you didn't even project what was going to happen in Europe a year and a half ago either see. So that's nice. General Motors has 5-year plans. Now, let's talk about projections. You know we have an aging population in this country that's pretty healthy, pretty healthy. And instead of those poor folks sitting down there in their condo around the swimming pool discussing in Florida, or Boca Raton to be specific, the latest and the most effective laxatives. Why, and I got this out of Dr. Frieden's paper, a nice, nice point, about educating our people on giving. When are we going to tell folks you've got to give back? When are we going to start telling them, you've had a nice life — time to give back? And to give back as a fine government representative. You don't have to go out from GM and now become a consultant and _make $500,000 a year. You've got enough to take care of you for a while. Come on, give back. I had a guy come in the other day and his wife finally said, convinced him last year, time to give back. I have a major doer. He's in at 7:30 every morning, setting the discipline for the entire organization because he's a good guy and wants to give back, and he figures at 65 he's got 10 years to give back. We have a tremendously developing population in this country of people who've been around the block a few times who are our greatest treasure. Come and give back! And we're sitting around here discussing laws and a lot of other stuff. Frankly, I think we've got to get busy as nonprofits and forgive our government people and our business people because that's why we're here. I have no criticism of government. I've told Joe for years he was voting in the wrong party. He never pays any attention. He comes here complaining today. My God. I've no government criticism and I have no criticism of business. Good Lord, they're on their backs. But I certainly think we've got, if there's a partnership, it has to be their respect for the nonprofits and getting out there and standing at the helm in the storm. Blews: You strike upon an issue that Dr. Payton points out in his paper that the voluntary tradition in this nation is, in fact, a tradition and, therefore, it must be passed on. That it is not... Cunningham: -...You bet!... Blews: ...simply enough to assume that it will exist, that it involves, as he says, the challenge to preserve and to practice and to understand, to study, to be faithful, to guard, and most importantly, to teach. And let's throw that issue open there. Are we teaching new generations that 50 �tradition, that value of volunteerism and nonprofit service? Mrs. Upjohn. Upjohn: May I speak to that a little bit? Blews: Please. Upjohn: You know, I...as I told you initially, I come from the volunteer community from station wagon driving, brownie baking, car pooling, bandage rolling, well baby clinic, you name it. And my kids were with me while I was doing that. They knew that I spent the time that while I wasn't with them and while they were safely in school, working in the community. Today, in so many families where its necessary for both parents to work, they may do volunteer service. They may have all kinds of board commitments and they may be involved, but their children don't know it. Their children have no idea _that they really are making a contribution or that, as they grow up, they need to give back. I think we have to have more youth United Ways. We have to have more involvement for children and young people that go beyond selling Girl Scout cookies but where children really understand what it means to have the joy of giving. I couldn't support Dr. Payton's paper more. I think that's a tremendously important aspect. Blews: We're really into the third stage of our discussion now. And this panel did not need to be lead there. We're talking about what do we do now for the future? Where do we go from here? How do we build on if its worthy of being built on, this tradition of the nonprofit sector, how do we create a partnership that may or may not be a very good partnership at this point or a very effective or as lively a partnership as it should be? How do we go from here to address these issues? What...What principles, what policies, what thoughts should guide us as we do that. And Dr. Sederburg, I can tell you're anxious to j ump in. Sederburg; I am because I just came from a state of the school speech last night at our local school and the pitch of the superintendent was the white paper and the ending value was a value on family and of community involvement. And I just throw out as a beginning point of all this, I think that we need to get a further discussion of values, both in the school system and in government and in business as well. I think we, perhaps, have gone through a period of time when values haven't been talked about very clearly and have been sort of shied away from. And I think that's a strength of the nonprofit sector and is going to be critical from the schools to everything to have a clarity of values. So and on our local school districts, they set it up so the kids have to put in community service time in middle school and in high school, 51 �and I think that's a neat, neat thing to do. And it goes back to the value system. Slews: Cantrell: Mr. Cantrell. Just like what Betty had said here about taking the kids around and letting them see first hand the value and teach that value. One of the big concerns right now in volunteerism is, who is passing on those particular values to the kids now that the parents are not there to do them? Are day care centers, in fact, passing those on? Are the school systems, in fact, passing it on? One of the big problems I see today, one of the hopes I see for the future, is the fact that the schools are getting on board and they are starting to make community service a part of the school experience, but not the educational experience. And that's...that's the problem that is out there right now. I know, in our community, kids are jgoing out and they're doing things and they're not able to come back and process what has happened. In their little mind, they're out there doing something and they are things happening that they don't quite understand and if you don't process that, it doesn't become a value. Experience in itself is not a value. The value has to be passed on. I call upon the school system to start to teach that value, but also to take part in that educational process, that as an individual, and adult individual or a child in this community, not only do you take from it, you give back to it. And what is the value of giving that back to? The whole idea of social insurance that started volunteerism in this country, the whole bond raising type of mentality is saying that, "There but by the grace of God go I." And, "I'm one paycheck away from being homeless." And the social insurance approach to that is to say, "I will go out and help those people because one day, when its my turn to receive help, someone will be there for me." And until we start to instill that value... Right now we're turning kids off. Okay? These kids are going out and getting these experiences and not being processed. And not only that but the agencies, sometimes, are having them do things that a 12-year-old can't do much let's have them vacuum. I'm sorry but there's not a lot of value that can be gotten out of that unless you explain to that kid what the overall agency purpose is and how vacuuming may be helping them meet that goal in some way. But that experience has to be related to the kids, and right now we're having them to do -community service and they're not learning from it and a lot of them are being turned off and I don't want it to be like the first speech I ever did when I got into this field was to a bunch of vets, and I said to them, "Volunteerism." Uhhhhhhhhh. Every time I said "Volunteerism". Urrrrrrrr. And after it was over, I went up to the guy and I said, "God, you know, what did I do wrong?" He said, "These are all World War II vets. They learned the concept of volunteerism as, "I 52 �need 3 volunteers — you, you and you — and they didn't come back." Okay? So I learned right away that in certain circles you use other words than volunteerism. Are we doing the same thing with our kids now? Is the question. Are we saying to them when they hear the word volunteerism out of adults because of their experience in 9th grade or Kindergarten, are they going to say, "Oh, no. Mr. Cantrell, don't come here with that." And that's what we need to take a look at. We need to process it. We need to start to institutionalize it. We need to pass on that value that now both working parents cannot pass on. And we need to start it in Kindergarten and take it all the way through the educational experience. Blews: Our audience... Cantrell: Please... Blews: _. ..is anxious to jump in with us. Bolhouse: Yes, please. Thank you. Susan Bolhouse. I'm on the Board of Education of Waverly Community Schools and also the Board of Directors of the Michigan Association of School Boards which is represented in your governing body. Urn, I was a little bit sorry to see that education, K-12, was not represented on this panel. And I was very pleased that Miss Gallagher repeatedly mentioned children and education. This point, up until 5 minutes ago I was getting quite frustrated because this element of children and education seemed to have been overlooked. I believe that all of your agencies, all of your organizations do represent children, that you do have them, you do work with them. Their good is at hand and in your hearts. But you send them to us, the schools, school boards and associations, to take care of. Jim Epolito is inherent in at the moment. But he said priorities. In continuing this discussion, I would like you to remember that children need to be a priority, that when it comes to setting money aside, robbing Peter to pay Paul, when you do take money away from one agency, somehow please try to keep in mind that the children, you've heard it before but it has never been truer than today with budget cuts, children are our future. And, yes, schools do need to teach volunteerism at home as part of the curriculum whether its a graduation requirement or not. As a School Board member, I feel that I pretty much cover all 3 sectors as Dr. Payton pointed out. But as a -fourth sector, yes, indeed, its family, but as a fourth sector, you can also take people such as myself who do work through an elective process — I'm elected, I'm government. Business, in essence, running a school district is business. And then, as a volunteer, because $20 a month for 30 hours a week of work doesn't really cut it. I mean, baby sitters, no thank you. But please I'm here to urge you, in finalizing this discussion, please do not take your eyes off the 53 �children. If you can't continue in building your Nonprofit Forum to include children in getting involvement and interest in business partnerships, please do. And as a representative of the Michigan Association of School Boards, I know that we have many, many school board members out there that we represent who would love to walk hand in hand with you on the local level and on the state level to bring these children, to educate them, to give them the jobs that they need and that you want to give them. Let us help you. Thank you. Blews Thank you. And be assured the Summit here is a representation of various leadership and, of course, one deals with the reality of scheduling, be assured that the Forum in its representation does have very, very thorough representation of the K-12 educational community, the community college level of education and the higher education level, both public and private. And your point is certainly well taken and we would want to offer the assurance that the children are not being forgotten and are recognized as one of the priorities when we deal with the nonprofit sector. Dr. Mawby? Mawby: I think, as we think of the future, Father Bill spoke eloquently to the potential of the seniors in society giving back. I think that's something we need to recognize and capitalize on and some exciting things are happening of that sort. The other end of the age spectrum is what we're talking about here and I think that's equally important. Part of its putting it into the academic world, for example, usually talks about 2 sectors. They talk about the for-profit business sector and they talk about the public, tax supported sector, and the rest is invisible. So to consciously put in to the sequence from pre-K-12 all the way through in Social Studies, in History, in Economics, and all aspects of life, this sector would be useful. But I think one of the most exciting opportunities, you know one of the realities of the contemporary society is that we have prolonged adolescence for most young people into their mid-20's. They have far more capacity and more motivation to be contributing, we as I guess do-gooders, say well, they're the beneficiaries of so many things. We give them so few opportunities to assume responsibility and to exercise responsibility. And one of the great ways. . . I 'm not sure I'd like compulsory volunteerism.. . •3979 Mawby; ...That's an oxymoron... . . .really, but required for graduation, I'm not sure about that one. But I am sure that young people, and it goes before the teenage years, are anxious to contribute, not always to be the beneficiaries; and that requires real creativity. One of the greatest challenges is to the school system itself, because usually they don't let the students participate and contribute. They're the recipients and the beneficiaries. So 54 �it requires creativity and the life in the community. Schools are an important part of that. But more hours are spent out of school than in school in the life of every kid, so that requires churches and all of the nonprofits, the community at large, to be more creative in involving young people. Blews; And we haven't said a great deal about the churches today. Sister Monica, would you like to help us with that very important part of the nonprofit sector? Kostielney: Well, I think there are a few things that have been mentioned that are fairly profound if we recognize the whole order of what is going on in society. I think the dramatic economic changes that are occurring, I think the shift in paradigms for how we reach consensus and I think the lack of a moral consensus in society is. . .those are all factors that bare upon the relationship and, indeed, the 3 entities. I' think from the -church's perspective, what I believe is lacking in society that I think churches can really provide a locus for and that is reflection before action. I think there are so many changes that are occurring that we need to understand and think through and question and push us a little bit on the edge. And what's needed for that is a profound reflection on the realities that are baring on our lives and I think that leads us, then, to question in new ways what is happening in these 3 sectors. I think what drives.. .what drives each of the...each of the sectors, for example, in government and the other sectors are kind of dominated by their own resources — by what can we do? I mean, government asked the question, "What can we do with our. . .with these resources?" I think business asks the same thing in terms of, "How do we move forward?" I mean, they're driven by technology, they're driven by scientific advancement, they're driven by their own mission. I think the question that the nonprofit and the churches can ask is, and they're the only ones that have the freedom to ask that is, "What ought we be doing?" Because virtually we've come to a point in society, we can do anything we want. I mean, my goodness, we can put a microbe on a gene of a sheep to produce milk for $7,000 a gallon or I mean its an absolutely, preposterous, what we can do in business and industry. But what ought we be doing? That's the question that's before the nonprofits. And what ought we be doing has to be answered only in a reflective mode. Because I think what that will do is take us out of this reductionist approach t.hat we have and we're all mired in, is that the only way you could have more is if I can have less. Now that. . .that... that doesn't always make sense. There are some values that if I give you a little more, I have a little more, too. I mean it is only in very certain, specific areas, and I think people in the arts, for example, really realize that; but I think that we're so limited and sometimes constrained by the parameters of only to give an answer, you know, be swift, sure 55 �and wrong, and not even have asked the right question, because we are constrained by, we have this much money, what are we going to do with it? Its not the right question. And that's where I think the nonprofit sector is really in response to a whole different world view. What ought we be doing, and why ought we be doing it? And if we turn to those areas of the fourth sector, the family, I think if we look at the environment where business has made significant profits from us, I mean, and who owns it and how do we share that, we come to some different understandings and we come to different models for collaboration. So I would hope that the church would continue to be the space, the place, for reflection that would help frame and fashion the debate and help move us to new answers and new awareness. Blews: We really are at the point of starting now to move toward the Board conclusion and I know that there are at least a couple _of people who have very compelling remarks that they're anxious to get onto the record. I think there was somebody from the audience who'd like to comment. Rosenbaum; Yes. My name is Ren£ Rosenbaum. I'm a Research Associate with the Julian Samora Research Institute at Michigan State University. And I have a question that I hope will touch on the relationship between cooperation between government, business and the nonprofit sector, and also I think will touch on the issue of public policy. The question is this: I've seen the role of nonprofit organizations as promoters of volunteerism and democracy. In direct contradiction, we've seen the role of nonprofit organizations, for the most part, as helping maintain national...a national safety net. It seems to me that seeing nonprofit organizations as promoters of volunteerism and coopera...and democracy implies less government and less business assistance and funding, while seeing nonprofit organizations as maintaining a national safety net requires more government and more business funding. If people from the panel could respond to that please. Blews: Quite a question. Cantre11: I don't know if this is the response. Former Governor George Romney has said in many instances that he has every confidence in the American people because there are more people than problems, and all we have to do is empower the people to deal with the problems. I think that when you take a look at human service agencies, you are looking at both of those aspects and we can't...we can't escape those. In one sense, and we are all aware in human services of the ebb and flow of monies, okay, and what happens and you see this typical process time and time again. When there's a lot of money there, the professionals rush in. We fill ourselves and all of our offices with professionals and then the money rushes out and Mr. Cantrell? 56 �we run out and get volunteers from schools like people like yourself, as student interns, and they fill those same offices. One of the things that happens, though, is...the people, the volunteer managers, will go about filling those offices. The administrators will run out and start screaming and hollering about the money that is not there any more. I think one of the things we're going to always need that. We're going to always need government and business monies and support to maintain that safety net, but at the same time we're maintaining a second safety net and that is that whole pioneer spirit. I know when I was in...in....in...grade school I said things like, "That good old American know-how, Yankee ingenuity." I never knew what it meant, but I was American and wow, I got this somehow and it gave me confidence to go out and do things because, wow, somehow because I happened to be born here, I have something special. Okay? I don't see that specialness there any more. Okay? In terms of jthe volunteers. In terms of administrators, I see them looking only in one direction, that is towards funding, and so goes the funding, so goes our operations and our agencies. And what we need to have is we need to have a marriage of those two and both of have to be seen as equally.. .equal partners in that whole relationship. Volunteers, except for the Board of Directors who are treated quite well with dinners and everything else, but your direct service volunteers are treated like third-class citizens often times. You need both of those. So in terms of that we'll never escape that, I think that its necessary, but we're maintaining 2 things here. We're maintaining that safety net for people who need it, we're also maintaining a volunteer spirit that if we every lose it in this country, everything will tumble right along with it. And we're not putting any emphasis on that volunteer spirit at all to the standpoint that we need to. I go up to Western and I talk to professors up there and I tell them, "It is impossible for any one to graduate from your university and not serve on a board or be a volunteer. It is impossible for anyone to be an educator or a social worker or a hospital administrator and not incorporate volunteers. And yet you dpn't teach the concept to them." When go out, they know how to manage people that are paid, but they have not idea how to manage that second element, and look at the agencies. Right now, for every paid person in an agency, there are at least 50, minimally 50, unpaid people. And yet we only take a look at how to manage those...that small percentage, instead of how to vastly empower and manage that other part. And I don't know if that touches on your question, but I needed to say that. Blews: Mr. Yamanishi. Yamanishi: Nonprofit organizations began with the concept of charity. Father Cunningham subscribes to the idea of giving without any 57 �compensation or expectation of compensation of any kind, giving of oneself or giving of money and never expecting anything to come back. We've evolved in this process now to where we are today. I don't know that we want to go back to that concept as nonprofit organizations because the problems are much too large and huge. But I think we 're at a crossroads where we need to just as nonprofits need to reconsider, "What is the proper role for nonprofits?*' And when we define that, we define what kind of organizations are nonprofits as well. You know, whether a public education system is considered a nonprofit, charitable organization or not, whether they get the same kind of tax incentives, whatever, as. . .as other nonprofit human service organizations. These are the kinds of issues we're going to be tussling with at this point. And I think that's where we are now. We're going to have to reconsider our role...proper role...in society and we shouldn't be driven by desires of politicians pr by business. We need to take the initiative and start to define our role for ourselves so that we can help improve the quality of life in America. Blews: Mr. Bianco. Bianco: First of all, responding to the question from the audience, it seems to me that the safety net provided by the nonprofit sector has its limits. It seems to me that when you begin to talk about whatever the number is these days, 35 million without any health care insurance, and you begin to talk about bridges collapsing and roads falling apart, its very hard for me to really see that no matter how creative we get or how many volunteers we get, its very hard for me to see issues like that being fully, fully addressed simply within the third sector without substantial financial resources. And I'm sure there are others around the room that can think of other issues like that where the safety net issue, in my opinion, cannot, in the short term — short term in this case being defined as the next 5 to 10 years as I see the short term — be provided by the...by the...by the third sector. So the issue then becomes, is it governmental resources or is it no resources? Is the problem simply going to be tolerated as it is tolerated, as you well know, in many other countries of this world, and some who do have economic resources. And I think that would be totally contradictory to the spirit we've talked about here today that's embodied, we hope, in the American conscience, of caring a whole lot about their neighbor and not wanting to see suffering and so forth. So...so clearly we've got those kind of issues that I don't think are going to be fully handled by the third sector. Now, 27 years ago, when my wife and I got married, we came back to Michigan and we went to a church retreat the first month we were back. And it turned out that the individual giving the retreat is now sitting down the table there. And our lives 58 �were never the same after we got through with Father Bill Cunningham's weekend retreat. And he's still on my case as you can see. But I'm not going to let him go. I think one of the challenges that the nonprofit also has is a credibility challenge, and its not just what Father Bill says about all of us working for free which may work for him — God takes care of him, you know — Kroger sort of takes care of us and God helps out sometimes. But I think one of the challenges that all of us have is the credibility of our third sector or nonprofit organizations. I' 11 never forget when I was considering leaving Dayton/Hudson Corporation and I talked to several people and I said, "Gee, should I really do this? Does this make sense to you?" Several people, basically business and professional people, said, "Oh, God, Joe. Don't go out to that Detroit Institute of Arts. Don't go to work in a nonprofit organization. You're going to lose all your management skills. You're going to get caught in the most _God-awful politics and nonproductive activity that you've ever seen in your life. Just stay away. Don't do it." I would assert that if you talked to most business executives, and although Peter Drucker's certainly helping us all out a great deal these days in his nice artic les, but I suspect if you talked to most business executives, they would assume that people who work in nonprofit organizations may have great spiritual qualities, may have great caring qualities, but I suspect at least their mind set would be that most of us are not very good managers. So I think the credibility issue for us is how do we forcefully demonstrate financial integrity, management strength, as third sector people, to get the respect of people like Representative Bandstra and Representative Kosteva and other people who, even in the governmental sector, will have that question and that accountability. So I think we've got a lot of work to do there to demonstrate our management competence and our financial capabilities and I don't mean fund raising, I mean accountability. Never losing sight, of course, of what Father Cunningham and Sister Monica and others have said, that we, in the process of doing that have a balance in our organizations so we never lose sight of the caring mission and the soaring to the stars, as Father Bill said. But as we soar to the stars, we should have our audit in our pocket and we should have a good, tight organization. Blews: With that, Dr. Payton, you helped to start this whole discussion. Can you help us to come to a conclusion? Payton: Well, I'm a. . .any of you ever heard of Meyer's break personality type indicators, I'm an ENPP and I don't like to come to closure on these things. I don't believe in closure on open-ended, problematic questions of the kind we're talking about. In fact, I think its a real mistake to think that there's an answer to the question. . .questions we've been 59 �trying to talk over. I said in the paper, and listening to all of you this morning, I'm persuaded that to restate what I said in the paper, mission is the key. But my understanding of that has been expanded and, I think, enlightened by some of the things that I've heard here. As you recall, my opening remarks I mentioned what somebody called the "U.S.S.Were" — Russia — the society facing problems that, I think, make our's appear to be...make our concerns appear to be self-indulgent. Very, very grave problems. Bill Sederburg captured, in a sense, what...what I think they face and that I think we face when we start with the notion of mission and we think about mission in the larger sense. When he used the phrase, rewriting the social contract, that kind of language is being used more widely all the time these days. _I tried to think about, as I heard that, the efforts to rewrite the social contract. It has taken place in my lifetime. Two of them are symbolized in the most familiar way by political figures, the first being Franklin Roosevelt and the second being Ronald Reagan. Alternative views, if you will, of the social contract. But there have been other periods, and one that particularly relates to what we're talking about here is the nonprofit sector. A hundred years ago, give or take a few decades, modern American philanthropy emerged in its present, general, third sector shape. There were things like charity organization societies founded, beginning to be founded, shortly after the Civil War. That same period where we first saw the emergency of great philanthropists of the kind of George Peabody and later Carnegie and Rockefeller. It was at the period when Jane Adams founded Hull House, which is the best known symbol of the whole neighborhood settlement movement. It was the same period when the genius created the first model of...models of the United Way, one a Jewish federation in Boston and another the effort which failed at the time in Denver. A period when Rockefeller and Carnegie, faced with the really terrible frustration of trying to use their wealth responsibly, found that they didn't have the instruments to do that. And Mr. Rockefeller set some of his associates to work at the task that lead to the creation of the model, an American invention, the model of the philanthropic, general purpose philanthropic grand-making foundation of which the Kellogg Foundation is one of the largest and best known. By the way, I have to... I have to do this for John D. Rockefeller, who is known as such an austere person. His advisors came back and they told him about creating this foundation that would exist in perpetuity and Mr. Rockefeller is supposed to have said, "Perpetuity is a very long time." 60 �If we look at the period, say from 1870 to 1930 the latter period showing the emergence of the community foundation and a variety of other things, we look at a period when people like us were extraordinarily innovative, creative, risktaking, bold, imaginative, all those good wonderful things that we admire when we see it. And the challenge to us, it seems to me, if we are talking about rewriting the social contract, rethinking this, and if mission is the key, it means we really should think through what this fundamental mission is. And we can't just think about the third sector. We have to do it in the context of all 3. If we're an American democracy anything remotely like the one that we've all known and loved, then we will continue to be a 3 sector society. So we've got to call business to task in examining its place in this 3 sector society as well as government, as well as the sector that we've been trying to focus on here today. We have an opportunity, I think, in this process/ to be as creative and important and honorable to our mission, passing on this tradition that we've inherited — an opportunity of exceptional importance. The next 20 years, I am told, will see the largest transfer of wealth from one generation to another, not only in the history of this country but probably in the history of the world. Estimated numbers don't sound authentic in the mouth of a humanist like myself, estimates ranging from $3 to $7 trillion dollars. So although we've got lots of economic problems, don't you believe that we are not a wealthy society, that there isn't money to do things. That's not our problem. But it is a very serious question of what those resources will be used for and I think that's part of what will come out of our participation in this rewriting of the social contract. Blews: In that spirit, not of closure but and not of an ending but of really of a beginning, I'd like to suggest that the panel take a vote here, and since there are several Legislators here, this seems an appropriate thing to do, how many of you would be in favor of continuing this kind of summit and this kind of dialogue into the future? All in favor say "Aye.M All: "Aye " Blews: Opposed? I think that speaks rather emphatically to our commitment today to really a new beginning and a new partnership. We do, on behalf of the Michigan Nonprofit Forum, want to express a very, very special thank you to each of the panelists, each of you leaders from business, from government, from the nonprofit sector, for the very, very thoughtful contributions that you have made to the dialogue here. We talked about partnerships, and it simply should be 61 �noted here that a commitment to partnership is reflected in the presence by each of these individuals here today. They could have been many other places. There were many other demands on their calendars. They made a personal commitment. In a sense, they and their organizations made a fiscal commitment by committing the resource, the value of their time, to be here with us. And so we do want to thank each of you for your commitment to this beginning partnership. We hope that those of you who have listened in and looked in have found this to be a stimulating discussion, have found it to be a thoughtful discussion, and we hope that in your organizations and in your activities around this state and throughout our society, that this will also lead you to new challenges and to new opportunities for partnership. Thank you. Lewis: Maryellen? _Now I have the camera. So I'd like to also thank all of you. I think that it was an extraordinary conversation hearing from the Michigan Nonprofit Forum, you have certainly laid down and agenda for us. I'd like to invite you all who are able to stay to join us for lunch in the adjoining room. Also, in your packets, there is a pink sheet. We would really appreciate your comments, because this is the beginning of a continuing conversation. So if you could add your thoughts, your suggestions to these sheets and simply leave them on your chair, or if you'd like to send them in at another time. Thank you. (End of Summit — 62 12:34 p.m.) � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Summit_1992-02-28_Minutes-DC Title A name given to the resource Michigan Nonprofit Forum 1992-02-28 summit minutes Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum Description An account of the resource Michigan Nonprofit Forum 1992-02-28 summit minutes. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49721 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-02-28 https://digitalcollections.library.gvsu.edu/files/original/b2b3b502ff124c596e5825db39ede2ca.pdf 5d32be46f7a612f7705d7a7ec9ee7eb2 PDF Text Text ,) MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICIDGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An alliance to promote giving, volunteering and a strong, effective nonprofit sector in Michigan. January 24, 1992 MEMORANDUM TO: Planning Group for the First MNF Summit (February 28, 1992) FROM: Maryellen Lewis SUBJECT: Update I hope your holidays were relaxing and your new year full of promise! We have made much progress on the Summit since our December 19 meeting. Despite the holiday season, we received many additional nominations for the panel from MNF Board members and others. It became clear that we had many more candidates in our top priority list than we could accommodate in 15 chairs! Ed Blews, Russ Mawby and I began issuing invitations from -the expanded list, keeping in mind the issues of balance and representation you all emphasized. It promises to be a strong, dynamic panel! We still need your additional recommendations in a few areas. I attach a questionnaire asking for your best advice, and hope you will fax it back as soon as possible. encl: Questionnaire ref:pp20120,prog\summit,6400\mjt �MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICIDGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An alliance to promote giving, volunteering and a strong, effective nonprofit sector in Michigan. Recommendations for Panelists for the February 28 l\1NF Summit PLEASE INCLUDE ADDRESSES AND PHONE NUMBERS 1. These people should be considered TOP PRIORITY CANDIDATES for this discussion of the changing role of Michigan's nonprofit sector in relation to government and business. They are articulate but also balanced, and would contribute greatly to an enlightening dialogue. a. NONPROFIT LEADERS: b. GOVERNMENT LEADERS: c. BUSINESS LEADERS : 2. These are top-notch minority leaders [including names listed above] I nominate: 3. These are top-notch women leaders [including names listed above] I nominate: 4. These are outstate leaders in business and the nonprofit sector who should also be considered [including names listed above] : ref:nom20120,prog\summit,6400\mjt � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Summit_1992-02-28_Memo-for-Recommendations Title A name given to the resource Michigan Nonprofit Forum 1992-02-28 summit memo for recommendations Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum Description An account of the resource Michigan Nonprofit Forum 1992-02-28 summit memo for recommendations. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49720 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-02-28 https://digitalcollections.library.gvsu.edu/files/original/1e1c4eaa778c384ca03d24e039d5d85f.pdf caaa8eb769db3f293a44aed8a7ddd771 PDF Text Text MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICIDGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 MNF Summit - February 28. 1992 "Partnerships for People and Progress: The Nonprofit Sector's Evolving Relationship with Michigan's Government and Business Community" Audience Members Ms. Susan Bolhouse Vice President Waverly Board of Education Mr. William Dansby Executive Vice President Michigan Optometric Association Mr. Paul Booden Director Michigan Health Occupations Mr. Arthur Dudley President Greater Lansing Urban League Judge Thomas E. Brennan President Thomas M. Cooley Law School Mr. David 0. Egner Executive Assistant to the Chainnan W.K. Kellogg Foundation Dr. Christopher M. Clark Professor of Education Michigan State University Mr. David Fukuzawa Program Director The Skillman Foundation Ms. Donna M. Clarke Administrative Assistant Michigan Nonprofit Forum Ms. Barbara K. Goldman Office of Ombudsman Department of Commerce Dr. Kenneth E. Corey Dean, College of Science Michigan State University Mr. James Helmrich Public Relations Director Michigan Bell Telephone Company �Ms. Dorothy A. Johnson President Council of Michigan Foundations Ms. Judith A. Rapanos Chairman MI Council for Arts & Cultural Affairs Mr. Justin P. King Executive Director MI Association of School Boards Dr. Rene Rosenbaum Research Associate Julian Samora Research Institute Mr. Glenn F. Kossick Executive Director Metro Health Foundation Dr. Glenn R. Stevens Executive Director ~denuCouncil, State U Diversities of Michigan Mr. Forrest Lewis CPA Plante & Moran Mrs. Maryann Tillson Administrative Secretary Michigan Nonprofit Forum Mr. Robert S. Lewis Consultant Lewis Associates Rev. Leonard M. Young Michigan Region President RLDS Church Ms. Frances Parker President League of Women Voters of Michigan Ms. Sharon Parks Senior Research Associate Michigan League for Human Services Mr. W. Calvin Patterson Executive Director McGregor Fund Ms. Linda Patterson Administrative Director Council of Michigan Foundations Ms. Helen C. Philpott Chairman Community Foundation of Greater Flint Ms. Sharon Radtke Executive Director Voluntary Action Center of Greater Lansing ref:03109/92,..m!Nndi .lll\propama\lummit\6400 2 �MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, :MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 MNF Summit- Febmary 28. 1992 "Partnerships for Peopk and Progress: The Nonprofit Sector's Evolving Relationship with Michigan's Government and Business Community" Audience Members Ms. Susan Bolhouse Vice President Waverly Board of Education Mr. William Dansby Executive Vice President Michigan Optometric Association Mr. Paul Booden Director Michigan Health Occupations Mr. Arthur Dudley President Greater Lansing Urban League Judge Thomas E. Brennan President Thomas M. Cooley Law School Mr. David 0. Egner Executive Assistant to the Chainnan W .K. Kellogg Foundation Dr. Christopher M. Clark Professor of Education Michigan State University Mr. David Fukuzawa Program Director The Skillman Foundation Ms. Donna M. Clarke Administrative Assistant Michigan Nonprofit Forum Ms. Barbara K. Goldman Office of Ombudsman Department of Commerce Dr. Kenneth E. Corey Dean, College of Science Michigan State University Mr. James Helmrich Public Relations Director Michigan Bell Telephone Company �Ms. Dorothy A. Johnson President Council of Michigan Foundations Ms. Judith A. Rapanos Chairman MI Council for Arts & Cultural Affairs Mr. Justin P. King Executive Director MI Association of School Boards Dr. Rene Rosenbaum Research Associate Julian Samora Research Institute Mr. Glenn F. Kossick Executive Director Metro Health Foundation Dr. Glenn R. Stevens Executive Director Presidents Council, State Universities of Michigan Mr. Forrest Lewis CPA Plante & Moran Mrs. Maryann Tillson Administrative Secretary Michigan Nonprofit Forum Mr. Robert S. Lewis Consultant Lewis Associates Rev. Leonard M. Young Michigan Region President RLDS Church Ms. Frances Parker President League of Women Voters of Michigan Ms. Sharon Parks Senior Research Associate Michigan League for Human Services Mr. W. Calvin Patterson Executive Director McGregor Fund Ms. Linda Patterson Administrative Director Council of Michigan Foundations Ms. Helen C. Philpott Chairman Community Foundation of Greater Flint Ms. Sharon Radtke Executive Director Voluntary Action Center of Greater Lansing nf:03109/92,annmaudi.lll\propama\lummit\6400 2 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Summit_1992-02-28_Audience-Members-Final-Version Title A name given to the resource Michigan Nonprofit Forum 1992-02-28 summit audience members final version Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum Description An account of the resource Michigan Nonprofit Forum 1992-02-28 summit audience members final version. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49719 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-02-28 https://digitalcollections.library.gvsu.edu/files/original/dbe23b34c8e74fd72657a9d990ac5475.pdf bbec6a236657f67bd6c33b80337f46c5 PDF Text Text MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An alliance to promote giving, volunteering and a strong, effective nonprofit sector in Michigan. MNF Summit - February 28. 1992 "Partnerships for People and Progress: The Nonprofit Sector's Evolving Relationship with Michigan's Government and Business Community" Audience Members Ms. Susan Bolhouse Vice President Waverly Board of Education Mr. William Dansby Executive Vice President Michigan Optometric Association Mr. Paul Booden Director Michigan Health Occupations Mr. Arthur Dudley President Greater Lansing Urban League Judge Thomas E. Brennan President Thomas M. Cooley Law School Mr. David O. Egner Executive Assistant to the Chairman W.K. Kellogg Foundation Dr. Christopher M. Clark Professor of Education Michigan State University Mr. David Fukuzawa Program Director The Skillman Foundation Ms. Donna M. Clarke Administrative Assistant Michigan Nonprofit Forum Ms. Barbara K. Goldman Office of Ombudsman Department of Commerce Dr. Kenneth E. Corey Dean, College of Science Michigan State University Mr. James Helmrich Public Relations Director Michigan Bell Telephone Company �Ms. Dorothy A. Johnson President Council of Michigan Foundations Ms. Judith A. Rapanos Chairman MI Council for Arts & Cultural Affairs Mr. Justin P. King Executive Director MI Association of School Boards Dr. Rene Rosenbaum Research Associate Julian Samora Research Institute Mr. Glenn F. Kossick Executive Director Metro Health Foundation Dr. Glenn R. Stevens Executive Director Presidents Council, State Universities of Michigan Mr. Forrest Lewis CPA Plante & Moran Mr. Robert S. Lewis Consultant Lewis Associates Mrs. Maryann Tillson Administrative Secretary Michigan Nonprofit Forum Rev. Leonard M. Young Michigan Region President RLDS Church Ms. Frances Parker President League of Women Voters of Michigan Ms. Sharon Parks Senior Research Associate Michigan League for Human Services Mr. W. Calvin Patterson Executive Director McGregor Fund Ms. Linda Patterson Administrative Director Council of Michigan Foundations Ms. Helen C. Philpott Chairman Community Foundation of Greater Flint Ms. Sharon Radtke Executive Director Voluntary Action Center of Greater Lansing ref:03/09/92, su mma ud i, 1 »t\ rog ra ms\su nunit\ 400 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Summit_1992-02-28_Audience-Members-Draft Title A name given to the resource Michigan Nonprofit Forum 1992-02-28 summit audience members draft Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum Description An account of the resource Michigan Nonprofit Forum 1992-02-28 summit audience members draft. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49718 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-02-28 https://digitalcollections.library.gvsu.edu/files/original/bfeba126fb4268387fb0936a2789bae4.pdf 54a998ae57f8d3ec832babb76c88ac99 PDF Text Text MICHIGAN NONPROFIT FORUM MEMBERSHIP APPLICATION "An alliance to promote philanthropy, voluntarism, and a strong, effective nonprofit sector in the state." The Michigan Nonprofit Forum is a statewide alliance which serves as a clearinghouse for addressing issues of importance to the nonprofit sector. •It convenes groups of leaders to plan and act together. •ft works with policymakers, the public, and news media to promote a better understanding of how the nonprofit sector works and why it is so important •It issues periodic "public policy alerts" and position papers. •It convenes the annual Grantmakers/Grantseekers Seminar. •It holds biannual nonprofit public policy summits. •It promotes voluntarism throughout the state. •It stimulates and disseminates research on the nonprofit sector. •It publishes a timely newsletter focusing on nonprofit sector issues. Join now and receive a free copy of The State of Nonprofit Michigan 1991 and a free lifetime subscription to Community Jobs, a national listing of nonprofit jobs. For more information call; S17/3S3-S038. Please enroll me/my organization at an associate member of the Michigan Nonprofit Forum. (SSO Membership include* discounts and reduced conference feet as well as the newsletter and Updates.) _I wish to support this important work with my contribution of $ •Honorary Donors $500 or more. •Sustaining Donors $250 - 499. •Sponsoring Donors $100 - 249. . _My organization is a network of people/agencies, and we want to become active in MNFs work. Please contact me with information about how we can join as NETWORK ASSOCIATES! Name Title/Position Organization Address City State Telephone FAX Enclosed is a check in the amount of $ Zip . Please make c^w^s payable to: Michigan Nonprofit Forum and mgij to: _^___ ___ MNF 34 Kellogg Center East Lansing, MI 48224-1022 �RESOURCES AVAILABLE FROM THE MICHIGAN NONPROFIT FORUM Michigan Nonprofit Resource Directory, in collaboration with Accounting Aid Society (forthcoming) Amount of order MNF Issues Papers f$5.00 for members. $8.00 for nonmembersl #1 "Collaboration for a Shared Future," James A. Joseph, Council on Foundations. #2 Report from Policy Summit I, "Partnership for People and Progress: the Nonprofit Sector's Evolving Relationship with Mi Government and Business Community". #3 'Living Our Mission: Meeting Our Publics' Needs," Children's Defense Fund. #4 "The Changing Face of Michigan's Nonprofit Sector: Lessons from New Research," Mark I. Wilson, Director, Nonprofit Michigan Project (forthcoming). #5 "Towarda Michigan White Paper on the Nonprofit Sector," Consultant Independent Sector. Marian Wright Edelman, President, Janne G. Gallagher, Audio Tapes ($9.00 for members. $12.00 for nonmembers) —.— "Collaboration fora Shared Future," James A. Joseph, President, Council on Foundations. "Demographics: Tools to Prepare for Michigan's Future Today," Harold (Bud) Hodgkinson, Director, Center for Demographic Policy, Institute for Educational Leadership. "Planning That Works: Long Range Strategic Planning for Nonprofits," Florence L. Green, President, Nonprofit Management Association and Bd Member, California Assn of Nonprofits. "Collaboration: Process and Pitfalls," Florence L. Green, President, Nonprofit Management Association and Board Member, California Association of Nonprofits. Audio tapes from the April 24. 1992 Grantmakers/Grantseekers Seminar ($9 each for members/$35 for five; $12 each for nonmembers/$50 for five) Opening Session: "Living Our Mission: Meeting Our Publics' Needs" -~ Marian Wright Edelman, President, Children's Defense Fund "Collaboration and Appropriate Mergers' - Florence Green, President, California Association of Nonprofits and Board Member, Nonprofit Management Association "Shaking the Money Tree: What Motivates the Large Gift?" -- Jerold Panas, CEO, Panas, Young & Partners, Inc. "Innovative Income Generation" -- Florence L. Green, President, California Association of Nonprofits and Board Member, Nonprofit Management Association "Becoming a Player: Advocating Your Cause and Getting Results" -- Alliance for Justice, NAME/TITLE: ORGANIZATION: TOTAL AMOUNT DUE ADDRESS: CITY/STATE/ZIP: PHONE: Mail to: Michigan Nonprofit Forum, 34 Kellogg Center, East Lansing Ml 48824 »** payment in Advance Required on All Orders * * * � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_1992-Membership-Application Title A name given to the resource Michigan Nonprofit Forum 1992 membership-application Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum Description An account of the resource Michigan Nonprofit Forum 1992 membership-application. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49717 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992 https://digitalcollections.library.gvsu.edu/files/original/065aa28f054c801e432fef8c1f35fa9d.pdf a30614b3fdaa1967fb2e43e08a71f3a5 PDF Text Text Michigan Nonprofit Forum Evaluation Report July 1992 Prepared by: Christopher M. Clark �Michigan Nonprofit Forum Evaluation Report Christopher M. Clark Introduction I am here today to tell you a story. It is a story of people and ideas, hopes and concerns, and about your vision of a stronger nonprofit sector for Michigan. In a sense, I have become a biographer of the Michigan Nonprofit Forum, or a portrait artist, trying to capture a faithful likeness. I hope that you recognize the Forum in this story. I mean the word "recognize" in two senses: first, that you agree that my representation appears fair and faithful to your own images of the Forum; and second, that this evaluation report moves you to think differently about, to re cognize the Forum, in the service of a collective and evolving vision of what the Forum will become. In other words, this is your story, with a beginning and a middle, to which you get to add and enact the continuing chapters. Evaluation Approach This is a somewhat unconventional approach to evaluation. Classic program and project evaluation designs evolved from behavioral science approaches to research on schooling and industrial psychologists' ways of describing and analyzing factory production systems. In both traditions, the heart of the evaluation process is definition and measurement of input variables and output variables. The underlying metaphor is that of an efficiently operating, well designed machine. When output was judged to be at favorable levels of quantity and quality, with acceptable and sustainable levels of input, the evaluation was favorable. But when the system was found to be burning too much oil or producing graduates who could not read, the evaluation could lead to suggestions for redesign or even scrapping the system. For several reasons, this classic approach did not seem to be a good match for evaluation of the Forum. The Michigan Nonprofit Forum does not fit comfortably into the factory metaphor. The Forum is not a production system, any more than a family is, or a good conversation among friends. Now, I suppose that an economist could force the family into a factory, model, producing wage earners, tax payers, and consumers. But when I imagine a particularly family, say, my family, evaluated in this way, the model misses the mark. The essence of a family or a conversation or of the Forum is badly distorted or lost entirely by reducing it to a list of inputs and outputs. Coming to an understanding of the Forum presented me with special challenges. The Forum is busy inventing itself as it goes. It is a dynamic set of ideas, people, activities and relationships. Its history is brief, and there were no prior examples of evaluation for me to follow. Much of the Forum's mission is rather abstract and invisible. Its members are strong, intelligent, busy, diverse, and all accustomed to being in charge. And the Fourm is hardly anyone's full time preoccupation. These qualities make evaluation challenging and they make evaluation interesting. So what I have done is to assemble a portrait of the first years of the Michigan Nonprofit �Forum, using your words and images to describe and take the vital signs of the organization. These words come from my synthesis of fifteen interviews of past and present Trustees and committee members and of the returns from a mail survey sent to forty members and interested and knowledgable parties. Basically, I asked five questions in the interviews and survey—questions about the historical past, the present, and about the possible futures of the Forum. In listening to you, and in assembling this mosaic, I have learned much more than the answers to these five questions. Thank you again for your frankness, patience, and generosity with your time. I hope that what I give back to you here provides both satisfaction and food for thought and deliberation as the Forum moves into its critical third year. Results Before I report the details of your answers to the five big evaluation questions let me briefly sketch my overall impression of the state of the Forum. The Forum is a good idea whose time has come. As one of the founding members said, "If the Forum closed down today, it would have to be reinvented tomorrow." For many long time laborers and leaders in the nonprofit sector, the cross-sector connections, conversations and projects are a breath of fresh air and offer the promise of solidarity at a time when we need all the mutual support we can provide one another. Many of you are impressed with how much the Forum has accomplished in its first two years. I also heard some concern that these first years may be a hard act to follow, because our small and dedicated staff and a few key committee chairs have been working at a pace that may be unreasonable to sustain. For this reason and others, many of you see the Forum at a crucial juncture. The time of getting organized and the excitement of doing something novel should now yeild to a period of sharper focus on doing a few things well, on expanding Forum membership and assistance to more local levels, and on securing continuing financial support from multiple sources. The membership seems genuinely proud to be connected with the Forum and also concerned about the challenges to achieving a balance that can be sustained for the long term. Question 1. Have we actually created a Michigan Nonprofit Forum? To what extent does it live up to our original hopes and vision? The first part of this question is easy to answer "yes." The Michigan Nonprofit Forum does indeed exist. The Forum has a staff, an office, a letterhead, a budget, a newsletter, and a telephone. The Forum has members and Trustees and committees who meet and deliberate and act and decide and, by and large, are pleased that the Forum exists, and proud that Michigan is the first state to create such an organization. The Forum has sponsored important activities like the Summit that would not otherwise have happened, and has become a key partner in other activities valuable to the nonprofit sector such as the Grantmakers-Grantseekers Seminars and the Campaign for Volunteerism. To what extent does the Forum live up to the hopes and visions of four or five years ago, when it was a new idea emerging from conversations among a handful of visionaries? The answer is mixed. Most whom I interviewed are amazed at how much the Forum has accomplished in the last two years. Often people cited the Summit as a first class event, where people who would not usually find themselves in the same company came together to listen, to teach, to learn about the importance, scale, and diversity of the nonprofit sector in Michigan. Introductions made at the Summit and at other Forum-sponsored events have grown into personal and institutional connections of mutual benefit. And research on the identity and dynamics of the nonprofit sector in Michigan and nationally has begun and is now being �disseminated. All of these examples of communication, education, networking, research, and pursuit of common interests were certainly important in the founders' hopes for the Forum. But there are also ways that the Forum, as it has come to be, differs from the original vision. Things often take longer than we imagine they should, and the Forum has taken longer to reach today's state of organization than originally pictured. There is a delicate balancing act involved in operating an exciting and ambitious volunteer organization with a very small staff. Forum members have come up with many more good ideas than can be acted on immediatly. It is a good thing that the Forum functions as an incubator of ideas. But it can also be frustrating when we have more good ideas than we can complete. For example, it was easy to agree that the Forum should produce a White Paper on the nonprofit sector in Michigan. It has been much more difficult and time consuming to figure out how to focus it, who should draft it, how detailed it should be, who the intended audiences are, and when and how it will actually appear. The case is similar with the videotapes recorded during the Summit. Moving from hours of recordings to one or more condensed, targeted video productions is more expensive, complex and time consuming than anyone expected. Over and over again, in different ways, interviewees said that now is the time for the Forum to focus on doing a few things very well. One described the Forum as being at the adolescent stage of life. We have tried a wide variety of experiences. Now it is time to assess our short history and be clear with ourselves about which three or four initiatives we have the time, energy, and capacity to do best. No one ventured to spell out exactly what these three or four key activities should be. But some of the nominated features of candidate core activities are that they be pursued in a first class manner by a combination of staff and member time and resources; that they have specific and measurable outcomes within a year or two; and that at least some of these core activities be of direct and obvious benefit to local grass roots parts of the nonprofit sector (e.g., local school boards, county United Way directors, community volunteer centers). Question 2. In what ways are the key activities of the MNF consistent with our Guiding Principles? 1. 2. 3. 4. Encouraging voluntary giving and service Promoting constructive dialogue Research and self-examination Establishing high standards of ethics, efficiency and accountability 5. Promoting positive public policies and incentives for the nonprofit sector, including tax exemption A general summary of responses to this question is quite positive: the activities and Forum initiatives of the past two years are seen as consistent with the five Guiding Principles adopted by the Trustees. Several respondents expressed delight in the fact that they could think of Forum activities that reflected each of these principles, a pleasantly surprising record given our short history. One trustee noted that, in hindsight, it was wise to frame and adopt these Guiding Principles after the Forum had a year or so to sort itself out. A broad and inspiring vision and mission statement was useful in rallying initial support for the Forum as an idea. After a year of trying to operationalize the vision it was timely to set forth a more specific set �of principles that speak to what we found to be common ground. The Guiding Principles set boundaries on Forum activities, present and future. They remind us of our priorities and, by omission, of what we have decided not to do. More than one respondent suggested that the Guiding Principles could be used as a framework for reports to the Executive Committee about Forum initiatives and accomplishments. This format, in turn, could be used by Trustees and others to inform their own boards of directors and members about the good work and benefits of Forum membership. Voluntary Giving and Service Looking at the five Guiding Principles one at a time, the concensus is that the Forum has accomplished the most in relation to the first two: encouraging voluntary giving and service, and promoting constructive dialogue. Our credits for promoting voluntary giving and service come mostly from Forum affiliation with and support of Governor Romney's Campaign for Volunteerism and the Give 5 Program. Together, Forum involvement in these activities has taken an estimated 25% of staff time and energy, to give you a sense of the scale of our commitment here. Maryelten Lewis was also instrumental in helping make a connection between the Michigan Association of School Boards' resolution encouraging a service option for high school students and the expertise of the Michigan Volunteer Centers to assist local school authorities. This is a good example of how the Forum can work as a linking agent, making alliances for the mutual benefit of organizations that otherwise would not have realized an opportunity. Constructive Dialogue Promoting constructive dialogue within the nonprofit sector is for many the signature activity of the Forum. The word "networking" was mentioned often as a primary benefit of Forum membership. Forum participants report having met and learned from others whom they likely would not have encountered in their typical patterns of educators talking to educators, church people meeting with other church people, and so forth. Once initial contacts have been made through Forum events and committees, members have felt free to call one another in pursuit of common interests and projects. In this sense, the Forum has worked well in moving interesting people out from behind their habits of mind and routines to discover one another and to form new professional friendships and connections. Because there was no other available way to do this and because many members felt somewhat isolated in their work, this was singled out as a highly successful part of the Forum's program. But it is worth noting that a few participants also took a critical view of constructive dialogue. Opening new lines of communication has been a good thing, but some of the conversants are perceived as shaping the conversation more than others and in ways that guard their own organization's interests, i hasten to add that these friendly critics are not imputing selfish motives to particular Forum members. Rather, they are trying to explain the structural features of the Forum that may place constraints on its agenda. Finding common ground is both hard and delicate work. Research and Self-Examination The Summit received high marks for many reasons: the wide range of Michigan sectors and interests represented, the honesty and openness of the participants, the sophistication of the �technical arrangements, and the polish of Ed Blews as master of ceremonies. The Summit also brought us into contact with research on the nonprofit sector in Michigan and nationally, and continued our professional education about the scope, heterogeneity, and challenges of the nonprofit sector. Respondents were enthusiastic about the beginnings of newly specific definitions of the "third sector" and the marshalling of evidence by Mark Wilson, Robert L Payton and others useful in convincing government, business, and the public of the vital importance of supporting the nonprofit sector. At the same time, the research reported at the Summit was seen as but a promising beginning. The developing Scholars Network and the planned Nonprofit Research Conference in December are encouraging examples of how the Forum will continue to promote inquiry about the nonprofit sector in Michigan. Promoting High Standards There is no doubt about the Forum's commitment to promoting high standards of ethics, efficiency and accountability in the Michigan nonprofit sector. There is also no doubt that these matters will take on increasing importance and sensitivity in the coming months and years. The more successful we are in public education about the size and importance of the nonprofit sector the more subject we become to public and political scrutiny and regulation. If we do not articulately regulate ourselves, others will be glad to do it for us. To date, the Forum has flagged the standards issue as important and proposed that the next Summit take accountability as its theme. The proposed White Paper and a draft Code of Ethics for the nonprofit sector hold promise as contributions to high standards. But it is too soon to tell how strong the Forum's contributions in this domain will be. Positive Public Policies The Forum Program Committee and Public Policy Committee are the sources of most of our work to date on promoting positive public policies and incentives for the nonprofit sector, including tax exemption. These have been strong committees and a major agenda item has been the tax credit issue. In late June the Forum sent an alert to members urging them to contact the Michigan Congressional Delegation in connection with pending federal legislation on gifts of appreciated property. Resisting postal rate increases and potentially onerous new accounting standards drafted by the Financial Accounting Standards Board are also important priorities addressed by these combined committees. The Forum has also received a small grant to find out what other states are doing with regard to nonprofit sector advocacy. The general view among members surveyed is that the Forum has made some promising first steps in promoting positive public policies, but that it is too soon to tell how influential the Forum can be in this domain. Question 3. How has the MNF increased a sense of community within the Michigan nonprofit sector? Many of the issues raised earlier under the heading of "constructive dialogue" were echoed in connection with the Forum's role in promoting a sense of community within the nonprofit sector. Members are pleased to have met and connected with individuals, organizations and causes farther afield than they otherwise would have. Board and committee members who are relatively new to Michigan or to their organizational roles expressed special gratitude to the Forum for bringing them up to speed quickly about the Michigan nonprofit scene. And long time veterans in the nonprofit sector are pleased that, at long last, we are building an infrastructure 6 �for much needed communication, cooperation and coordination. As one veteran said, "Before the Forum our response to legislative developments was fragmentary and often too late to be effective. Now we are able to be more coordinated and proactive." Members of Forum committees expressed delight with the professionalism and energy of fellow committee members and staff. The design of the Forum, with a very small staff, makes it necessary that the Board and committee members do the lion's share of the work, and this has indeed been happening. A sense of community comes from working hard together on common tasks, as Sister Monica reminded me. The Forum office is coming into its own as a source of information about nonprofits. The staff has been responding to 12-15 telephone calls each month in its Nonprofit Information Clearinghouse role, on questions as diverse as how to set up a new nonprofit, personnel policies for nonprofits, training available, state sales tax regulations for church rummage sales, fundraising opportunities, and where to get help recruiting volunteers for the Michigan State Fair. In addition to providing helpful information and referrals, the staff adds inquirers to the Forum mailing list and data base, broadening the statewide nonprofit network. The expressed concern about the Forum's first years in promoting a sense of community have to do with the scope and constituency of the community. Some feel strongly that the next stage of nonprofit sector community building should involve much more attention to including local and county level agencies and actors. The danger, they warn, is that the Forum may be perceived as an exclusive club for state level nonprofit executives that has little to offer locally. At the same time, others urge that we should not allow the Forum to get much bigger because it is challenging enought to sustain a sense of partnership and connection among the present membership. The issue boils down to finding a balanced way to provide intellectual, moral, and practical support for the whole nonprofit sector in Michigan, while avoiding inefficient duplication of services or exhaustion of our staff and working committee members. This presents a classic dilemma, in which two desirable goals compete, and brings us back to the issue of focus. When the Forum Executive Committee charts a course for the next year or two, the question of the size, shape, and membership of the community we hope to affect ought to be debated quite explicitly, for mafiy other decisions are shaped and constrained by this fundamental one. Question 4. To what degree have the activities of the MNF increased awareness and support of the nonprofit sector in Michigan? Increased awareness and support for the nonprofit sector in Michigan are attributed primarily to the Summit and to Forum involvement in the Campaign for Volunteerism. Participating legislators and business people reported being quite impressed with what they had learned about the nonprofit sector at the Summit. In connection with the Campaign for Volunteerism, Maryellen Lewis has travelled and met with representatives and boards of many organizations outside the nonprofit sector, including the State Chamber of Commerce, Rotary Clubs, the Detroit Executive Service Corps, and the Ford Motor Company. Satisfying as these contributions to broader appreciation of the nonprofit sector are, they seem like a modest beginning with greater potential. For the first time, Michigan has a voice that speaks articulately for the nonprofit sector as a whole. The Forum is still learning how to use this voice to widen the circle of awareness and support for the nonprofit sector. The press seems generally not interested in featuring the nonprofit sector as news. This is an impediment to more direct public education about the sector that we have identified and begun to address �through a strong series of sessions at the Grantmakers/Grantseekers Seminars and through a planned series of conversations with media leaders in anticipation of Grantmakers/Grantseekers V. Question 5. To what extent is the Forum sustainable in its present form or in a revised configuration? When I asked the final question about how or whether the Forum can be sustained, I learned that leaders in the nonprofit sector can be at the same time optimistic and have furrowed brows. Virtually everyone said that the Forum can be sustained. No one said that it would be easy. And there was clear concensus that the coming year is a make or break time for lining up a basket of core financial support. As mentioned earlier, you are of two minds about expanding Forum membership to the 400 level that seems possible in Michigan. But even the most enthusiastic promoters of expansion do not think that the Forum can become a duessupported organization. One way or another, the core support for the Forum staff, office and so forth is seen as coming from one or a small number of foundation grants. Expanding the membership rolls is seen as important in persuading prospective funders of the wide scope of support that the Forum can provide in Michigan. A variation on the model of seeking multiple sources for core support is to pursue sponsors of particular Forum activities, like future Summits, the Forum publication and dissemination program, and Internships. We have had success in securing multi-source support for the Grantmakers/Grantseekers Seminars and are pursuing corporate support as well. Several respondents revisited the themes of focus and practical service to local actors in the nonprofit sector when we discussed sustainability. To persuade ourselves, future members, and prospective financial backers of the long term worth of the Forum they urged concentration on two or three manifestly practical and locally beneficial projects. Examples of Forum activities already in the works that speak to this priority include a Resource Guide to technical and managements support and training for nonprofit managers being assembled for fall publication. The Calendar of Training Activities published in the first Newsletter received considerable favorable attention from local nonprofits. And we are also compiling a diredtory of current and emerging higher education programs for nonprofit managers and contributing to a national effort to assemble a battery of easy to use evaluation instruments for nonprofits. Another issue that arose in discussions of sustainability was regionalism. Lansing has been the geographic center of Forum activity, although we have active members as far west as Grand Haven and east to Flint and Detroit. Face to face dialogue is at the heart of Forum activity, yet it demands a great deal of busy people to spend much of a day on the road to attend a two-hour meeting. And this pattern makes it difficult for members and affiliates away from Lansing to feel the fullest sense of ownership and participation. Out of these discussions came ideas and encouragement for sponsoring regional conversations throughout the state. The present Forum could serve as a catalyst and a model for locally organized and sustained networks of mutual support, perhaps growing from community meetings for developing strategies to encourage volunteerism and regional meetings to view and respond to issues raised in the videos of the first Summit. 8 �Conclusions In conclusion, you have convinced me that the Michigan Nonprofit Forum is real, is a good idea in principle, and is an idea whose time has come. To date, you have told me, the promise of the Forum is still greater than its accomplishments. At the same time, our accomplishments are impressive, constructive, and consistent with our Guiding Principles. The highest form of compliment I heard was from Len Young. As he prepared to move to Kansas City, he told me that he intended to help create a Missouri Nonprofit Forum modelled after our own. Even the intitats will be the same. The Forum, fundamentally, is about relationships: Internal relationships among people representing very different kinds of nonprofit organizations in Michigan, and External relationships between the nonprofit sector and government, business, and the public. The word "forum" implies common ground—a democratic place where common interests can be explored and pursued; where each has a voice; a cooperative rather than a competitive space in which encouragement, information exchange, and collaborative connections are the order of the day. Forum founders and members believe that the work of their individual organizations is vital to a free and compassionate society. And they also feel a broader sense of responsibility to nurture the nonprofit sector as a whole; to make incidental connections stronger and to extend the network farther; to help the members feel part of a like-minded, highly principled community; to learn from the hard won experiences of others; and on occasion to speak and act with one strong voice on matters of common interest. In short, the aspirations for the Forum have to do with identity, mutual support, and common ground. In evaluating this first phase of the MNF we can ask whether the nonprofit sector in Michigan has a stronger, clearer identity today than two years ago, I think it has. We can be proud of instances of mutual support among members attributable to the Forum. And we can ask whether the Forum, through its varied activities, has helped to define common ground where mutual interests meet. This has begun to happen and, by your testimony, ought to be pursued even more urgently. The Executive Committee and the Board of Trustees have a set of vital decisions to confront: about membership, focus, financial support, and boundaries. The Forum is growing out of adolescence, and each of you has different ideas about what kind of adult it shall become. I hope my story helps to frame your conversation in a constructive light. I am eager to read your next chapter. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_1992-July-Evaluation-Report Title A name given to the resource Michigan Nonprofit Forum 1992 July Evaluation Report Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum Description An account of the resource Michigan Nonprofit Forum 1992 July Evaluation Report. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49716 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992 https://digitalcollections.library.gvsu.edu/files/original/b3db5e6414f6acfc6b509663c9781bda.pdf 61994de6ed324eea32c6b26f9b0f411b PDF Text Text MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An alliance to promote giving, volunteering and a strong, effective nonprofit sector in Michigan. SUMMARY Tax Incentive Study Task Force Wednesday, July 22, 1992 -- 10:00 to 12:00 MI Library & Historical Center — Lake Superior Room Lansing, MI Members Present: Staff Present: Robert E. Ivory, Co-Chair Dorothy A. Johnson, Co-Chair Robert Berning Betty Boone Richard T. Cole David Haynes Maryellen J. Lewis Matthew E. McLogan Donna M. Clarke 1. Welcome & Introductions: R. Ivory called the meeting to order at 10:05 a.m. Those present introduced themselves. 2. Background: D. Johnson described the development of the MNF task force appointed to review tax incentives for nonprofits. The Task Force has been convened to guide a study of tax incentives which may be useful to the Michigan Department of Treasury, which is required to submit such a study to the legislature by June 30, 1993. Toward that goal, Public Affairs Associates has been engaged by the Council of Michigan Foundations and the United Way of Michigan to collect and analyze the necessary data and prepare an analytical study, as the basis for recommendations to be submitted to the Department of Treasury. The cost of the contract with Public Affairs Associates is $30,000. The United Way of Michigan has volunteered to serve as fiscal agent for the project. Further, the W.K. Kellogg Foundation, United Way of Michigan and Council of Michigan Foundations have formally indicated that they will provide financial support for the study. Ideally, modest financial support will also be forthcoming from other educational, arts, health and human service agencies. It is anticipated that each organization will contribute the time and out-of-pocket expenses necessary for committee participation. �3. Role of the Task Force: R. Ivory noted that the role of the Task Force will be to provide direction for the study, by soliciting broad-based input from the nonprofit sector, and to advise on the final report and recommendations. 4. Scope of the Study: D. Haynes discussed the urgent need for a study of this nature. Major changes in Michigan tax structure are looming on the horizon. Both the legislature and the executive office recognize voters' concern about the current tax structure, and believe that 1993-94 budget discussions will focus on revamping the tax system. Major readjustments in state revenue are anticipated, which will be reflected in how Michigan funds programs. This year will be a time of extraordinary opportunity for Michigan's nonprofit sector to advance a solid rationale for the historic support given by state government toward the sector's work in the public interest. Committee members agreed that, in order to sustain and advance stable and supportive public policies, nonprofits must understand clearly the impact of tax credits: (1) on state revenues, (2) on private giving, and (3) on overall allocation of dollars to public and private causes. We must also, D. Haynes pointed out, be able to distinguish the impacts of aH tax credits (which support a wide range of profit and nonprofit groups) from those which specifically support the work of 501(c)(3) organizations. With hard data on these difficult questions for the first time, the rationale for supportive public policies will be clarified. Committee members pointed out that the tax credit issue is already controversial in Michigan. Nearly 30 human service organizations have allied in the Coalition for the Public Trust in opposition to the principle of tax credits for contributions to a selected few nonprofits. D. Johnson suggested that a state tax credit or exemption for contributions to all 501(c)(3) organizations qualified for the federal income tax exemption — currently adopted by approximately 30 states — may prove to be a more broadly supported principle. Committee members agreed that member organizations of the Coalition for the Public Trust (such as the Michigan League for Human Services) should be included in this exploration of tax credit policy, as constructive partners. 5. Next Steps: After discussion, the committee agreed that the consultants will produce a discussion paper within the next 90 days on the results of their study, so that the committee can consider the rationales supporting various tax credit policies. Committee members will also begin to meet with members of the nonprofit community to garner their input and participation in this exploration, toward a broader understanding and consensus on final recommendations. And finally, the committee will begin to lay groundwork for dissemination of the eventual recommendations and rationale to key legislators, to inform the debate and clarify the consequences of tax policy options. 6. Adjournment: The meeting adjourned at 12:00. The next meeting is scheduled for September 21 from 9:00 to 11:00 at the MI Library & Historical Center, in the Lake Huron room. ref: tax20722. min ,cm/ppc,6400 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Executive-Committee_1992-09-23_Tax-Incentive-Task-Force-Meeting-Minutes Title A name given to the resource Michigan Nonprofit Forum 1992-09-23 executive committee Tax Incentive Task Force meeting minutes Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum. Executive Committee Description An account of the resource Michigan Nonprofit Forum 1992-09-23 executive committee Tax Incentive Task Force meeting minutes. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49715 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-09-23 https://digitalcollections.library.gvsu.edu/files/original/f20d917fa5c959df36b32454d2c0c2fd.pdf 64baf956998d1cee8163790879565a16 PDF Text Text MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, :MICHIGAN 48824-1022 Phone: 5171353-5038 Fax: 517/336-1327 All tJililulct to promou li•illg, •oliUitttrillt 4Nl• ltrollg, tfftdi, MlfProfiJ stcJor in Michigan. ~ SUMMARY Tax Incentive Study Task Force Wednesday, July 22, 1992- 10:00 to 12:00 MI Library & Historical Center - Lake Superior Room I .ansing, MI Members Present: Staff Present: Robert E. Ivory, Co-Chair Dorothy A. Johnson, Co-Chair Robert Berning Betty Boone Richard T. Cole David Haynes Maryellen J. Lewis Matthew E. McLogan Donna M. Clarke 1. Welcome & Introductions: R. Ivory called the meeting to order at 10:05 a.m. Those present introduced themselves. 2. Backeround: D . Johnson described the development of the MNF task force appointed to review tax incentives for nonprofits. The Task Force has been convened to guide a study of tax incentives which may be useful to the Michigan Department of Treasury, which is required to submit such a study to the legislature by June 30, 1993. Toward that goal, Public Affairs Associates has been engaged by the Council of Michigan Foundations and the United Way of Michigan to collect and analyze the necessary data and prepare an analytical study, as the basis for recommendations to be submitted to the Department of Treasury. The cost of the contract with Public Affairs Associates is $30,000. The United Way of Michigan has volunteered to serve as fiscal agent for the project. Further, the W.K. Kellogg Foundation, United Way of Michigan and Council of Michigan Foundations have formally indicated that they will provide financial support for the study. Ideally, modest financial support will also be forthcoming from other educational, arts, health and human service agencies. It is anticipated that each organization will contribute the time and out-of-pocket expenses necessary for committee participation. �3. Role of the Task Force: R. Ivory noted that the role of the Task Force will be to provide direction for the study, by soliciting broad-based input from the nonprofit sector, and to advise on the final report and recommendations. 4. Scope of the Study: D. Haynes discussed the urgent need for a study of this nature. Major changes in Michigan tax structure are looming on the horizon. Both the legislature and the executive office recognize voters' concern about the current tax structure, and believe that 1993~ budget discussions will focus on revamping the tax system. Major readjustments in state revenue are anticipated, which will be reflected in how Michigan funds programs. This year will be a time of extraordinary opportunity for Michigan's nonprofit sector to advance a solid rationale for the historic support given by state government toward the sector's work in the public interest. Committee members agreed that, in order to sustain and advance stable and supportive public policies, nonprofits must understand clearly the impact of tax credits: (1) on state revenues, (2) on private giving, and (3) on overall allocation of dollars to public and private causes. We must also, D. Haynes pointed out, be able to distinguish the impacts of all tax credits (which support a wide range of profit and nonprofit groups) from those which specifically support the work of 50l(c)(3) organizations. With hard data on these difficult questions for the first time, the rationale for supportive public policies will be clarified. Committee members pointed out that the tax credit issue is already controversial in Michigan. Nearly 30 human service organizations have allied in the Coalition for the Public Trust in opposition to the principle of tax credits for contributions to a selected few nonprofits. D. Johnson suggested that a state tax credit or exemption for contributions to al..l501(c)(3) organizations qualified for the federal income tax exemption - currently adopted by approximately 30 states - may prove to be a more broadly supported principle. Committee members agreed that member organizations of the Coalition for the Public Trust (such as the Michigan League for Human Services) should be included in this exploration of tax credit policy, as constructive partners. 5. Next Stws: After discussion, the committee agreed that the consultants will produce a discussion paper within the next 90 days on the results of their study, so that the committee can consider the rationales supporting various tax credit policies. Committee members will also begin to meet with members of the nonprofit community to garner their input and participation in this exploration, toward a broader understanding and consensus on final recommendations. And finally, the committee will begin to lay groundwork for dissemination of the eventual recommendations and rationale to key legislators, to inform the debate and clarify the consequences of tax policy options. 6. Adjournment: The meeting adjourned at 12:00. The next meeting is scheduled for September 21 from 9:00 to 11 :00 at the MI library & Historical Center, in the Lake Huron room. ref:tax20722.min,crnlppc:,6400 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Executive-Committee_1992-09-23_Tax-Incentive-Task-Force Title A name given to the resource Michigan Nonprofit Forum 1992-09-23 executive committee Tax Incentive Task Force Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum. Executive Committee Description An account of the resource Michigan Nonprofit Forum 1992-09-23 executive committee Tax Incentive Task Force. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49714 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-09-23 https://digitalcollections.library.gvsu.edu/files/original/f15bad6e23ca93c39640eb9a1416aa25.pdf c241f54fe8cc4f2be9fa36f88ecb51d4 PDF Text Text Table of Contents Agenda Minutes of the 7/14/92 Meeting List of Participants Report of the Executive Director Financial Statements for July & August Subsequent Income Received or Forthcoming Update Memo on Network Associates Summary of Membership Campaign Recruitment Letter & Dues Structure Draft 1993 GG5 Plan 1992 GG4 Attendance Distribution 1992 Financial Statement & Evaluation Report I Janne Gallagher's Discussion Paper for MNF Independent Sector's White Paper & Subsector Statements Nat'l Cncl of Nonprofit Asn's White Paper List of MI Volunteer Centers & Emerging Centers Update Report on the Campaign for Volunteerism Proposal to the Mott Fdn — Defines MNF's Role DRAFT of the 10/12/92 Agenda of the Annual Mt Report of the Outside Evaluator 1991-92 Second Annual Report to the Kellogg Fdn 1992-93 MNF Committee Lists Minutes of MNF Committees since 7/15/92 l AVERT READY INDEX™ INDEXING SYSTEM � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Executive-Committee_1992-09-23_Table-of-Contents Title A name given to the resource Michigan Nonprofit Forum 1992-09-23 executive committee table of contents Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum. Executive Committee Description An account of the resource Michigan Nonprofit Forum 1992-09-23 executive committee table of contents. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49713 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-09-23 https://digitalcollections.library.gvsu.edu/files/original/0dcd45f64a45a92af84c00fe909db9f2.pdf f758ac6d33e0f9d33e7f80150dd40a58 PDF Text Text MICIDGAN NONPROFIT FORUM 34 KEJJ.OGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 .U tlllitute1 ID pi"'OIUUU fi,ilcf, 'oliUitllriltf IUid • lti'OIIf, (/flcti" 'IUJIIpT'OjiJ stctor in Mkhigan. ~ SUMMARY OF MEMBERSHIP CAMPAIGN (9116/92) TOTALS: As of S<a>t. 16: Honorary Donors Sustaining Donors Sponsoring Donors Other Donors Network Associates Associate Members Subscriber 13 3 4 6 9 104 10 Since July 1: 3 0 0 4 7 5 1 �GOVERNING BOARD ORGANIZATIONAL MEMBERS/DONORS: Association of Independent Colleges & Universities of Michigan Congress of National Black Churches/Michi.gan Affiliate Council of Michigan Foundations Council of Michigan Urban Leagues Jewish Community fiouncil Michigan Association of School Administrators Michigan Association of School Boards Michigan Catholic Conference Michigan Community Action Agency Association Michigan Community College Association Michigan Council for Arts & Cultural Affairs Michigan Ecumenical Forum Michigan Health Council Michigan League for Human Services President's Council, State Universities of Michigan United Way of Michigan HONORARY DONORS ($500 and over): Dorothy A. Johnson, Council of Michigan Foundations Russell G. Mawby, Chairman & CEO, W.K. Kellogg Foundation Charles Stewart Mott Foundation George W. Romney, Former Governor of Michigan E.izabeth Upjohn, Trustee, Kalamazoo Foundation Dow Chemical Company Foundation Independent Sector Michigan Campus Compact National Council of Nonprofit Associations National Society of Fundraising Executives - Michigan Chapters Rollin M. Gerstacker Foundation St. John Hospital & Medical Center W.K. Kellogg Foundation SUSTAINING DONORS ($250-499): Detroit Edison Bob & Maryellen Lewis, Albion MI JohnS. Lore, St. John Health Corporation SPONSORING DONORS ($100-249): Helen C. Philpott, Trustee, Community Foundation of Greater Flint William Stoffer, Chairman, Calhoun County Economic Development Lloyd Thiel, Capuchin Community Center 2 '' �Karole L. White, Executive Director, Michigan Association of Broadcasters OTHER DONORS (Under $100): Gale Colwell, Executive Director The Community House Phil Guyes.key, Michigan State Chamber Foundation Gerard Keidel, Executive Dkector, Michigan Association of School Administrators Lillian Mason, Board Member, Grand Blanc Public Schools Glenn Stevens, Executive Director, Presidents Council of State Universities of MI Kathleen Straus, Government Relations Chair, Jewish Community Council NETWORK ASSOCIATES Accounting Aid Society Association for Child Development Jewish Federation of Metro Detroit Local Initiatives Support Corp. Michigan Association of Non-Public Schools Michigan Economic Education Council Michigan Humanities Council Michigan Primary Care Association Volunteer Centers of Michigan Jeanne Vogt Nancy C. Kostka Robert P. Aronson Tom Edmiston Billie Wimmer Robert Schiller Ronald D. Means Sarah E. Lang Sharon Radtke ASSOCIATE MEMBERS: Acton Institute ALS of Michigan, Inc. American Heart Association of Michigan American Youth Foundation Angela Hospice Home Care Ann Arbor Area Community Foundation Aquinas College Arts Council Greater Grand Rapids Association for Child Development/Detroit Baker College/Flint Baker College System/Flint Benzie County Community Chest Berrien County Association of Churches Big Brothers/Big Sisters of Flint Black Educational Excellence Program Blue Cross/Blue Shield of Michigan Blue Water Clinic Business Volunteer for the Arts Catholic Social Services of Wayne Co. 3 , Kris Mauren Pamela Weygard Gereld Doelle Mark Pawlowski Sr. M. Giovanni Terry Foster Karen Loth Jacqueline R. Udell Mark Habel Eileen Hayes Kenneth Rice Alice M. Fewins Rev. James Atterberry Gary Haggart Mary Copeland Donna Nestovich James Gilan Wallis Klein Genevieve Rakocy �Coalition on Temporary Shelter Communications Consultant Community Case Management Service Community Health Awareness Group Community Mental Health of Lenawee Coopers & Lybrand Council on Aging/Washtenaw County Created for Caring ~ Cromaine Library Delta Broadcasting Detroit Institute for Children Direction Center DOVIA-Flint (Volunteer Administrators Ntwk) Family Outreach Center Federation of Girls Homes Flint Fast Track FOCUS, Inc. Food Bank Council of MI Foster, Magill & Rumsey P .C. Ford Motor Company (Retired) Founders Society DIA Gateway, Inc. Good Neighbors Mission Grand Valley State University Guardian Inc. Guidance Clinic Heat and Warmth Fund Hope Network Ingham Intermediate School District John C. Heerspink, Inc. Jordan College Junior Achievement of SE Michigan Junior League of Grand Rapids Kent County CES Kent Regional 4C Maple Valley School Board McKinley Foundation Metro Affairs Corporation Michigan Foster Adoptive Parents Asn. Metro Health Foundation Michigan Asn. of Local Public Health Michigan Conference United Church of Christ Michigan League for Nursing Michigan Nonprofit Management Institute Michigan State Cooperative Extension Midland County Council on Aging Mitten Bay Girl Scout Council 4 Suzanne Heath Paula Jarvis Ida Brock Denise Porter-Jones Roger Meyers Jay G. Rudolph Nancy Orel Judy Gauthier Sandra Scherba Paul Strum Janet Lusk Barb Greene Peter Hutchinson Veneese Chandler Enda Ramsey Sr. Joanne Fedewa Sasha Roberts Karin Uhlich Ralph S. Rumsey Frank T. Judge, Jr. Joseph P . Bianco Ronald G. Matthews Carolyn Butler Beanor French Ronald Lantz Elizabeth Sperry Shehigian Kathleen Walgren Philip D. Tietz Kathy Dewsbury-White John Heerspink Jack Kooyman Thomas Dewar Susan Jones Sandy Smith Laureen Kennedy Lynn Mengyan Eileen Weiser B. David Sanders Carol Visser Glenn F. Kossick Mark Bertler Carol Cunningham Nancy Caputo Phil Reed Linda Niennan Sally York Jeanee M. Nelson �Mt. Clemens General Hosp. Foundation Newaygo County Community Service NICHE North American Indian Association Northwest Senior Resources Oakland University Operation L.I.F.E. Foundation Orchards Children's Servi~ Oscoda Area Schools Paws with a Cause Plante & Moran Printing Industries of MI Education Fdn. Public Image Recupexation Center Reformed Bible College Rotary Charities of Traverse City Senior Services Services for Older Citizens Society of St. Vincent de Paul Sparta Community Education Spring Arbor College Spring Hill Camps St. Vincent & S. Fisher Center Today's Living Concepts Tuscola County Cooperative Extension United Methodist Retirement Community United Way of Kent County VFW National Home Visiting Nurse Association of SEMI Voluntary Action Center of Saginaw Co. Wayne-Metro Community Service Agency Washtenaw Community College West Midland Family Center West MI Dental Foundation Westwood United Methodist Church Wheatland Music Organization YMCA of Metro Detroit YWCA of Kalamazoo Kathryn Davis Bev Cassidy Robert Leneway Myrle McCall Robert C. Schlueter Barbara Moretsky Gerald Levin Christine Sargent Michael Sapp, Sr. Forrest Lewis William Baird Gary Dembs Sandie Withrow Ronald L . Zoet Robert Collier Mary Louise Avery Ann Kramer James R. Carron Marialyce Zeerip Richard Lofgren Vivian Blakemore Betty Speyer Val Sovinski Dennis Stein Robert A. Alder Donald Custis Wayne Komejan Cynthia Tanner Eve E. Gohlke Luther Flanagan willi3.m H. Holmes Greg Dorrien Lawrence Manning Ken Karlzen Lola Tyle Kenneth Isherwood Jennifer Shoub SUBSCRIBERS: Andrews University Listening Ear Cadillac Chamber of Commerce Consultant Crisis Pregnancy Center/Kalamazoo Fred Anucha Douglas Alberts Ron Andrews Patricia Ouch John McCastle 5 ,, �First Step NCADDofMI Institutional Advancement Consultant Consultant Girl Scouts/North Oakland Co. Council rcf:mbrorg.lst,fnddev/auocmbr,OlOO 6 ,, Judith Ellis Bill Fairgrieve Deborah Johnson Louise Motoligin Celeste Rabaut � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Executive-Committee_1992-09-23_Summary-of-Membership-Campaign Title A name given to the resource Michigan Nonprofit Forum 1992-09-23 executive committee summary of membership campaign Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum. Executive Committee Description An account of the resource Michigan Nonprofit Forum 1992-09-23 executive committee summary of membership campaign. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49712 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-09-23 https://digitalcollections.library.gvsu.edu/files/original/a705f2b60c9fd7f73c43a13c5643b7f6.pdf 26bd17611fe1833017c1b871b4d48105 PDF Text Text MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICIDGAN 48824-1022 Phone: 5171353-5038 Fax: 517/336-1327 An tdlUuace to promote giving, volunleerlnr IIIUl • llrong, effective 110nprojil sector in Michigan. Second Annual Interim Report to the W.K. Kellogg Foundation .2!!...! Three Year Start-Up Grant (1990-1994) SUMMARY With the completion of its second year, the Michigan Nonprofit Forum now has some history of full operations and a much more detailed plan for its future development. The alliance is still unfolding, but its first two years of successes, products and challenges have clarified its potential. strengths and limitations. This report will trace the second year's work and the plan for the final grant year in 1993-94. At the suggestion ofMNF trustees and outside evaluator, this report follows the outline of the Guiding Principles adopted by trustees at their October 1991 Annual Meeting. The Guiding Principles now frame the planning process at both the board and staff levels, so they represent useful standards for assessing our progress. MNF Guiding Principles: 1. The future of Michigan's economic well-being and quality of life depends on the commitment of its citizens and future citizens to the values of the nonprofit sector. Therefore, it is in the best interest of the sector and the state to actively encourage voluntary giving and service. MNF Initiatives: Grantmakers/Grantseekers Seminar Campaign for Volunteerism Give 5 Campaign Plans for Briefings on volunteerism & philanthropy Clearinghouse role 2. The service of the nonprofit sector to the public depends on an interactive partnership between service providers, funders, policymakers, and the public. The Michigan nonprofit community should promote constructive dialogue among all these parties. �MNF Initiatives: Summit White Paper and plans ofMNF organizational members Plans for using the Summit Tapes & White paper for regional/local dialogues Media and public awareness: Completed work and plans Clearinghouse role 3. In order to assist in re-educating the public and public leaders with concrete evidence of the PUBLIC BENEFIT of the nonprofit sector, the Michigan nonprofit community should encourage and undertake studies of its many unique benefits provided to the community at large. MNF Initiatives: Scholars Network Planning for December 1992 Research Conference Assistance to researchers Reporting on existing research, dissemination of infonnation MNF research initiative on volunteerism & philanthropy in Michigan Clearinghouse role MNF's role in the National dialogue 4 . Michigan's nonprofit sector should define and aspire to the highest standards of ethics, efficiency, and accountability, while preserving its historic and essential independence. MNF Initiatives: Network of nonprofit service providers Resource Guide for management assistance to nonprofits Assistance to colleges & universities on training & professional assistance for nonprofit professionals Directory & displays on Michigan education programs for nonprofits Assistance to ACCESS on a Michigan nonprofit job bank Clearinghouse responses on individual requests Planning for a Michigan Nonprofit Accountability Project 5. The Michigan nonprofit community should develop and advance the philosophy of tax exemption, as well as positive public policies and incentives, to promote the vitality of the sector; and then play an active role in encouraging Michigan's leadership -including elected officials -- to embrace it. MNF Initiatives: White Paper Tax Incentive Study Group Future Summits 2 �6. The Michigan nonprofit sector should take an active role in shaping regulations and rulings that define clear, consistent interpretations and applications for purposes of tax exemption. MNF Initiatives: MNF activities concerning national public policy issues Workshop on advocacy at the Grantmakers/Grantseekers Seminar Speakers at the Public Policy Committee meetings 3 �Svnopsis of 1991-92 Activities and 92-93 Plans At the suggestion ofMNFs Program Officer at the W.K. Kellogg Foundation, Dr. Joel Orosz, the following report is prepared in synopsis form. As an alliance in the process of creating itsel.( all these initiatives are in process. Where tangible products have already resulted, they are noted. 1. Promoting Voluntary Giving and Service: MNF Initiatives a. Grantmakers/Grantseekers Seminar. The fourth annual Grantmakers/Grantseekers Seminar was conducted on April 24 in Dearborn MI, attended by 725 nonprofit professionals. The event is designed annually by an MNF committee made up of funders, fund raisers and nonprofit leaders from a wide range of fields. This years Seminar included programs addressing every Guiding Principle: - It kicked off the Michigan Year of the Volunteer with a special panel and press conference, and offered two special sessions on fundraising. - It offered a panel of media representatives which was lauded by participants. -It presented new research, and hosted the third meeting of the Scholars Network of researchers on Michigan's nonprofit sector - It offered hosted displays on Michigan university, college and nonprofit programs for nonprofit professionals and presented a special session on evaluation, which was heavily attended. -- It presented a strongly-evaluated luncheon program on national and state issues facing the nonprofit sector, and offered a workshop on advocacy by nonprofits. The opening address by James Joseph, President of the Council on Foundations in Washington, has been published (appended), as were the tapes. Additional publications are now available as well (list appended). b. Campaign for Volunteerism. MNF hosted the planning committee for the Campaign for Volunteerism for 18 months, and hosted its kickoff at the Grantmakers/Grantseekers Seminar. In addition, MNF continues to provide assistance to the Campaign through its member networks, in the following ways: -- At the request of the Michigan Association of School Boards {MAS A), MNF drafted a resolution in support of volunteering through the public schools. As a result of MNF networking, MASB leadership has met with the Volunteer Centers ofMichigan develop �a strategy for linking local school districts with volunteer centers. MNF is also helping to conduct a planning process between MASB, the VCM, the Michigan School Volunteer Programs and other participants in the Campaign to develop collaborative programs for volunteerism in schools. - As a result of their participation since the beginning of the Campaign, the President•s Council of State Universities of Michigan has passed a resolution in full support of the Campaign, and is now working with MNF to explore ways they can go beyond even their current strong commitment, to find ways to assist the volunteer centers in their respective communities. - As a result of their participation in the Campaign Committee, the Michigan Chapters of the National Society ofFund Raising Executives has committed to match every interested local volunteer center with a pro bono fundraising expert. This initiative is now in the hands of the Volunteer Centers ofMichigan. - As a result of publicity surrounding the Campaign, MNF receives several calls each week about how a company, an organization or an individual can become involved. These calls are brokered to specific agencies involved in the campaign that can best assist them. - As a direct result of their work on the Campaign and MNFs encouragement and assistance, MNF student interns Terry Langston and Darin Day have launched a telethon on volunteering, in collaboration with the Lansing Voluntary Action Center, Capitol Area United Way and local media. -In collaboration with the Volunteer Centers ofMichigan, :MNF is assisting communities which want to establish a leadership coalition to design a community-wide commitment and recognition of volunteering. -In collaboration with the Volunteer Centers ofMichigan, MNF is assisting existing volunteer centers in ways they request, particularly by working through member networks to encourage key leaders to recognize and support volunteer centers in their work. c. Give 5 Campaign. This initiative is being planned for 1993-94, to be kicked off at Grantrnakers/Grantseekers Von May 14, 1993. Paula Schoecraft has been invited to present at GGV, and to assist MNF in the planning process. Ted Taylor, chair of the national Give 5 Campaign through the Independent Sector in Washington, has offered to be helpful. d. Plans for Briefings on Volunteerism and Philanthropy. As its contribution to the Campaign, MNF is planning for discussions among leaders on issues related to volunteerism and philanthropy. These include, for example, the Legislative Briefing (described below under the White Paper). Other discussions will be attached to ongoing events, for most efficient use of staff time. For example, in cooperation with the Volunteer Centers ofMichigan, a Briefing is 5 �being developed to discuss corporate philanthropy, in connection with a similar event planned by the Points of Light Foundation in Detroit in October. MNF also will report on the Campaign's broad developments in its newsletter. Issue papers (e.g., on corporate volunteer programs, designed for the Lay reader) are also in the works for 1992-93. e. Clearinghouse Role: Calls for information on volunteering are increasing as the Campaign gains momentum. In addition to referrals, MNF is now collecting and, in a few cases, writing Fact Sheets for efficient distribution of information. In a few cases (such as corporate volunteer councils and community leadership coalitions), special texts are being developed for MNF and its partners by a consultant to the Points of Light Foundation, thanks to a grant from the Kellogg Foundation supporting their work on this Campaign. 2. Promoting the Partnership between the Nonprofit Sector, Government and Business: MNF Initiatives a. First Summit: In February, 1992, MNF conducted its first Summit, bringing together a panel ofleaders from government, business and the nonprofit sector to discuss the rapidly changing nature of their partnership, and the challenges and opportunities we face. The Summit was video-taped (editing now in process), and the discussion paper and tape excerpts will be published shortly (awaiting the introduction and preface by MNF trustees). A draft of the paper is appended. A special board subcommittee is developing the strategy for disseminating the edited tape for discussion by community and subsector groups across the state. For example, the Michigan Council for Arts and Cultural Affairs is planning with MNF to include these themes in several arts meetings in 1992-93. b. White Paper: A discussion draft for the Michigan White Paper on the Nonprofit Sector has been developed, and the first discussion is being planned for mid-September, with follow-ups planned for October, December and January. The MNF Public Policy and Program Committees are now developing a strategy for disseminating the draft for discussion by subsector leaders; for example, the United Way ofMichigan has requested the draft for discussion and input from local United Way executives. Following these internal reviews, a revised paper will be the focus of "hearings" (yet to be specified by the Committees- on the agenda for the September meeting). Once a final White Paper is adopted, it will be a tool for MNF educational roundtables and programs through MNF member organizations. c. Media and Public Awareness. As a follow-up to the strong program at the Grantmakers/Grantseekers Seminar, Collette Murray from Henry Ford Health System (and a two-year member of the GGS Program Committee) is working with MNF to plan a series of informal discussions with media and nonprofit leaders, to develop an agenda for future MNF programs. MNF also has become a resource for the press. d. Clearinghouse Role: MNF receives several requests each month from reporters on a wide range of nonprofit issues such as volunteerism, economic impact, salaries, and individual giving. 6 �Callers are given available information and are referred to knowledgeable persons who can help further. 3. Research and Information Sharing: MNF Initiatives a Scholars Network: MNFs Scholar's Network has grown to more than 360 researchers and educators, mainly in Michigan institutions of higher education. The third meeting of some members of this network was hosted at the Grantmakers/Grantseekers Seminar in May. b. First Michigan Research Conference on the Nonprofit Sector: MNF is collaborating with Mark Wilson with the Nonprofit Michigan ProjectJMSU and David Stevenson at Wayne State, to design the first Michigan Research Conference on the nonprofit sector on December 9 & 10 in Detroit. This will be an international conference (i.e., including Canada comparative research) focused on Michigan issues. MNF will sponsor the author of the Michigan White Paper, Janne Gallagher, who will present the concepts and process of the White Paper and tie its issues to the research agenda and needs of practice. In addition, MNF is preparing a compendium ofMichigan research projects, with the generous assistance of the colleges and universities of the state. c. Assistance to Researchers: MNF has provided guidance and referrals to many researchers. Increasingly, scholars request mailing lists for their research, as well as contacts for related research. The compendium of ongoing research will make responses more efficient. d. Reporting on Existing Research & Dissemination of Information: The first MNF newsletter included an article on The State of Nonprofit Michigan by Mark Wtlson, funded by the Kellogg Foundation. (A copy of the newsletter is appended.) In addition, a regular newsletter column will be devoted to research, presented as tools for practitioners, communities and policymakers. e. Research Initiative on Michigan•s Voluntary Sector: At the request of the MSU Institute of Public Policy and Social Research (IPPSR) and with the help of Dr. Mark Wtlson, MNF suggested a battery of questions for the IPPSR opinions survey, to collect the first state data on giving and volunteering. (The Independent Sector's questionnaire for their massive national survey formed the basis for the IPPSR questions.) The results will be reported in the fall. f. Clearinghouse Role: Research results form the basis for many clearinghouse responses, particularly on demographics of giving and volunteering. Several MNF Fact Sheets are in the works for 1992-93, to simplify the information-sharing process. g. MNFs Role in the National Dialogue: The purpose ofMNFs information-gathering and sharing is to promote greater public awareness and understanding. MNF is not alone in this work, and in fact is new to the scene where much progress has been made nationally. MNF has recently been included in national meetings on these issues, including the summit at Wingspread last September on state policy and the nonprofit sector, and the first meeting of the National 7 �Accountability Project in Washington in May. Of interest also is the fact that a representative of the Clinton Campaign called just prior to the Democratic National Convention, to invite MNF to participate in the design of a platform on the nonprofit sector. (Because of the short notice, no representative ofMNF could attend.) 4. Nonprofit Standards and Efficiency: MNF Initiatives a. Network ofNonprofit Service Providers: Although this was on MNFs agenda since its earliest days, the trustees determined that it could not be sponsored/managed within MNFs Limited staff resources. So, at the request of the board, MNF sought a partner in this effort, so that our networks would support but not staff the effort. With their approval, MNF discussed the plan with the Michigan Nonprofit Management Institute in late fall. The first meeting of a small group of service providers was conducted in June, and MNF has since alerted its entire network of service providers (over 300) of this opportunity. Under discussion by the group is a composite calendar and ways to develop collaborative projects. The next meeting is scheduled for August 18 at the Direction Center in Grand Rapids. b. Resource Guide: In partnership with the Accounting Aid Society, MNF has compiled an updated resource directory of management service providers in/for the nonprofit sector. This guide will be published in the fall. c. Assistance to Colleges & Universities. MNF continues to network with colleges and universities, to promote increasingly diverse and accessible programs for nonprofit professional development. Most recently, for example, the MNF executive director responded to a request from the president ofLawrence Technological University about developing training programs for nonprofit professionals in the use of new management technologies; and to the president of Jackson Community College (president of the MI Association of Community Colleges and an MNF trustee), who will convene a meeting of presidents to explore how the community college system can serve as a delivery system for management assistance to nonprofits. While this is not an extensive use ofMNF staff time, it can have significant impact on the support structure in Michigan for nonprofit professionals. d. Directory & Displays: As part of its information collection on research, MNF is also compiling a related summary of current and emerging degree programs, which will be distributed at the December research conference. All programs were invited to display at the Grantmakers/Grantseekers Seminar, and several more requested to be included next year. e. Assistance to ACCESS on a Michigan Job Bank: MNF mailed information statewide in March on the Kellogg-funded job bank on the nonprofit sector, and included the information in its first newsletter. Updates are planned for the current and future newsletters. MNF is also assisting ACCESS in its evaluation process. 8 �f. Clearinghouse Responses: A large number of calls request specific management assistance, which are referred (e.g., to the Accounting Aid Society and NSFRE). Fact Sheets are in the works to simplify this process. g. Plans for a Michigan Nonprofit Accountability Project. The MNF Program and Public Policy Committees have discussed a special initiative, to use the White Paper and Summit as vehicles for increasing attention and enlightened action on accountability issues. This is on the agenda for the September meeting. 5. The Philosophy of Tax Exemption: MNF Initiatives a. White Paper: The White Paper (described above) is being designed by a board task force as the basis for informed action to renew the awareness of nonprofit professionals, communities and policymakers about the philosophy and tradition of tax-exemption, and its implications for current debates. The draft discussion paper is appended. b. Tax Incentive Study Group: In response to a legislative mandate, MNF trustees Dorothy Johnson, President of the Council ofMichigan Foundations, and Robert Ivory, President of the United Way of Michigan, are leading a study group to look at the impact of special tax treatment of some nonprofits on charitable giving and on the state budget. This study group has met once and has targeted November for a "think piece" for discussion purposes. c. Future Summits: Following the successful Summit I in February, the MNF Public Policy and Program Committees have determined that the Summit will be an annual event, preceded by smaller discussions on smaller issues to shape the agenda, and followed by regional and subsector dialogues to disseminate the process. The next Summit is planned for early March, and a board task force is now developing the plan. 6. Public Policy: MNF Initiatives a. MNF Activities Concerning National Issues: As a result of positions taken on several crosssector issues last year, MNFs Public Policy and Program Committees authorized the release of information on advocacy to members, other nonprofit professionals, and to elected officials on these issues: -- Proposed increases in the postal rate -- The deductibility of Appreciated Property -- The new accounting standards proposed by the Financial Accounting Standards Board In addition, trustees and staff are tracking other key issues, such as the IRS tax exemption for non-itemizers, the Michigan ruling taxing meals at nonprofit events (particularly fundraisers), and local debates concerning property taxes for nonprofits. 9 �b. Workshop on Advocacy: Because of the increasing importance for nonprofits to have a voice on public policies that affect them and the service of their missions, MNFs GGS Program Committee included a workshop by the Alliance for Justice at the Grantmakers/Grantseekers Seminar this year. The results were so well-received that the committee likely will build on this theme in the future. Interim Report m! Management and Organizational Issues In addition to these significant program accomplishments and plans, MNF has made important changes in its management and structure, which result in both opportunity and challenge. Diversified Funding: In the past year, MNF has diversified its funding base, primarily through small grants and contributions for the Campaign for Volunteerism and the Grantmakers/Grantseekers Seminar. (A complete list of donors is attached.) This will be a more pressing challenge in Year 3, when a much larger portion ofMNFs budget must be attracted from non-Kellogg sources, and in anticipation of the end of the grant. Membership Campaign: In March, MNF began its first membership drive. (A list of organizational Associate Members is attached.) We are currently expanding that drive to recruit Network Associate Members, a category for organizations which themselves represent networks of nonprofits. This new challenge represents major administrative changes, and will require much more extensive communications, which has been a weakness to date. Expanded Staff: In addition to the new staff person added July 1, MNF has expanded to include 5 student interns, working on the Campaign for Volunteerism and the various communication functions (such as the newsletter and expanding the database of nonprofit contacts). This poses some space problems, but is largely a very positive development for the Forum. Interns now come from Michigan State University, Lansing Community College, Western Michigan University and Kalamazoo College. 10 �APPENDICES 1. MNF Issue Paper #1 by James Joseph 2. List ofMNF Publications and Tapes 3. MASB Resolution in Support of the Campaign for Volunteerism 4. Summit Discussion Paper by Robert L. Payton 5. Discussion Paper for the Michigan White Paper on the Nonprofit Sector, by Janne Gallagher 6. MNF Newsletter 7. Roster of MNF Donors and Associate Members ref:8\5\92,annrpt92.txtgmtlket,O 100 ll � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Executive-Committee_1992-09-23_Second-Annual-Report-to-Kellogg Title A name given to the resource Michigan Nonprofit Forum 1992-09-23 executive committee Second Annual Report to Kellogg Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum. Executive Committee Description An account of the resource Michigan Nonprofit Forum 1992-09-23 executive committee Second Annual Report to Kellogg. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49711 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-09-23 https://digitalcollections.library.gvsu.edu/files/original/9c8f68b4a21e4b92b7f55cc2188d56c4.pdf 2e52b59e6da8e1b4e46ceb4ac34b10c8 PDF Text Text [LETTER TEMPLATE FOR RECRUITMENT OF MNF NETWORK ASSOCIATES] Dear : I am writing to tell you about my involvement in the Michigan Nonprofit Forum and to urge [name of organization] to consider becoming a part of this vital force to bind together nonprofit groups to expand horizons, communicate and advance the important work of all nonprofits in Michigan. As an alliance of nonprofits and stakeholders in the sector, our forum needs your interest and participation. When your organization becomes a Network Associate of the Michigan Nonprofit Forum, you will have access to information and resources that will benefit you and your colleagues. You will: ~ Meet and network with other nonprofits across the state ~ Receive Public Policy Alerts on issues that affect all nonprofits — Attend Public Policy Summits exploring critical issues facing the nonprofit sector — Participate in the Year of the Volunteer and statewide Give 5 Campaign ~ Attend the annual Grantmakers/Grantseekers conference at a discount -- Participate in encouraging the media to cover the nonprofit sector — Receive information on timely nonprofit research and education programs As a Network Associate, your organization's membership fee will range from $75 to $500, depending on budget size. The Forum was designed to include all nonprofits, both large and small. With founding leadership from the W.K. Kellogg Foundation, the Michigan Nonprofit Forum was established as a vital force in the volunteer community. The Governing Board is composed of 16 statewide umbrella organizations, bringing together the voices and concerns of hundreds of nonprofits across many fields. The Forum's Board is currently chaired by Russell G. Mawby, Chairman and CEO of the Kellogg Foundation. Over 100 members have now joined the Forum to promote and maintain an effective nonprofit sector in Michigan. I enclose some of the excellent Forum materials for your perusal, to give you some idea of our present projects and interests. I hope you will give careful consideration to joining this important endeavor. I will follow up by phone to talk with you next week. The Forum wants to hear your organization's voice, input and opinions. Sincerely, ref:boilrpl.ltr,cm/mbr,0000 �MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An alliance to promote giving, volunteering and a strong, effective nonprofit sector in Michigan. FY 1992-1993 MEMBERSHIP APPLICATION NETWORK ASSOCIATES Organization Names of CEO & Chairperson Address City Phone State Zip Fax Network Associates are not required to be 501(c)(3) organizations. Application for membership is open to organizations which represent networks of nonprofit members or statewide organizations with demonstrated interest in and impact on strengthening Michigan's nonprofit sector. NETWORK ASSOCIATES Dues Schedule (please check one): Budgets over $1,000,000 $500,000 to $1,000,000 $250,000 to $500,000 $100,000 to $250,000 under $100,000 $500 250 125 100 75 Amount Enclosed 1 I I I I I L I $ MAKE CHECK PAYABLE TO: Michigan Nonprofit Forum 34 Kellogg Center East Lansing, MI 48824 Eligibility for Election to the Governing Board. Certain Michigan Network Associates become eligible to be elected as one of five NETWORK MEMBERS of MNF's governing board, to provide balance, scope and flexibility or otherwise to strengthen the Board and the Forum. To be elected, a Network Associate must have as a central concern, or have an important impact on the advancement of philanthropy, voluntarism and the nonprofit sector, and must support the purposes of this Forum. refntwkappl. £hn,cm\mbr � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Executive-Committee_1992-09-23_Recruitment-Letter Title A name given to the resource Michigan Nonprofit Forum 1992-09-23 executive committee recruitment letter Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum. Executive Committee Description An account of the resource Michigan Nonprofit Forum 1992-09-23 executive committee recruitment letter. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49710 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-09-23 https://digitalcollections.library.gvsu.edu/files/original/ca30126fe3167e6dbee60443d6bc2e9c.pdf 83ee9df83eb07509d0c8071fd801e128 PDF Text Text MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An alliance to promote giving, volunteering and a strong, effective nonprofit sector in Michigan. *** DRAFT *** MINUTES of the White Paper Subcommittee of the MNF Program & Public Policy Committees Friday, September 18, 1992 -- 10:00 to 2:00 Kellogg Center, Room 103, East Lansing, Michigan MEMBERS PRESENT: Edward O. Blews Janne Gallagher Gene Keilitz Maryellen J. Lewis Linda Patterson Karen Uhlich Jeanne Vogt Herbert Yamanishi STAFF PRESENT: Donna M. Clarke 1. Welcome and Introductions: H. Yamanishi called the meeting to order at 10:20 a.m. Those present introduced themselves. 2. Update on Current Legislative Issues and Actions: M. Lewis updated the committee on recent legislative issues. The U.S. Congress recently reduced the "revenue foregone" appropriation for nonprofit postal rates from $485 million to $200 million for FY 1993, but included a freeze on rates at the current level. That means that nonprofits will pay the same rate through October 1993, but the Post Office (rather than Congress) must make up the difference. This weakens the position of the nonprofit sector when it comes to renegotiating the rate next year, when the rate freeze is scheduled to end. Unless this subsidy is made permanent, nonprofits must fight this battle every year, and the FY 1994 appropriations process will be more critical than ever. It is imperative for nonprofits to continue their grassroots efforts to maintain and stabilize preferred postal rates for nonprofit mailers. The Senate is also expected to renew debate on HR 11, which would enlarge and make permanent deductions for gifts of appreciated property. It also would make the 3% floor permanent on itemized deductions, including charitable deductions. MNF will continue to follow this legislation closely. �J. Vogt noted that state efforts may be underway to increase the fee for a Charitable Solicitation License. MNF will monitor this situation and notify members of any proposed changes. 3. White Paper Development: J. Gallagher opened discussion on the development of the White Paper. She updated the committee on her work on the Independent Sector's White Paper. For over two years, a steering committee has been working to develop a clear statement on the positive contribution which voluntary organizations make to society. The Independent Sector Government Relations Committee has approved the initial summary of the White Paper and J. Gallagher is now recasting the draft to include recommendations made by the Independent Sector Board. In turning to Michigan's White Paper, J. Gallagher emphasized the critical nature of this process. Current budget deficits and opposition to raising taxes is forcing a fundamental restructuring of relationships and roles that exist between government, business and the nonprofit community. She reaffirmed that MNF's unique efforts to engage citizens in thoughtful dialogue are of critical importance and a model for the nation. Following is a summary of committee brainstorming on (1) the pivotal values and (2) standards of actions of the nonprofit sector, (3) the audience and (4) the process of defining and then using the White Paper: (1) What are the pivotal values underlying the nonprofit sector? Altruism: Often assumed in public policy, but not always clearly understood by NP leaders. Definition? Serving the public good? Is "unselfishness" part of it? Selfsacrifice vs. public service. Does "Altruism" mean putting others ahead of self-interest? Must it also imply selfsacrifice? How central are the religious values underlying the historical NP sector? "Vow of Poverty" as extreme case of voluntary, economically-sacrificial service. What is relationship between organizational values + individual motivations? Institutional commitment to altruism - - Inst'l success not measured by profits. Need of constituents/public comes before decision about risk-taking: In contrast to a drug co., for example, which makes choices based on market. Compare successful company which puts service first. Lets not use stereotypes to distinguish NPs. Is NP sector's problem that distinction w/business begun to blur? Do we need to be more articulate about the distinction in terms of values? �Are we distinctive? Have the boundaries blurred beyond recognition? Community Change Identification of community needs and problems, proposing solutions. Is this one of the sector's important gifts to the community? The opposite of maintenance of status quo? But much has gravitated to maintenance. Need is not necessarily advocacy, but problem identification. How do we assess the problem and serve as a catalyst for change? Is this part of pluralism and community? Progressiveness? (often thought of as a political term) But can be thought of as a having the value of improvement - a positive value that there is hope. Preservation is a factor in progresssiveness. Optimism: Belief that we can make and improve the human condition difference change — how does this differ from Altruism? Altruism is beyond self-interest. Optimism if belief that we can do it. Pluralism & Community Conscience/accountability: Acting out of sense of justice, even when doomed Preservation In Pursuit of re-imagining ourselves. (2) What actions should be expected of the nonprofit sector, based on those vales? What should they look like in practice? Nonprofits are viewed by federal officials as arrogant/self-righteous. "We don't have to justify ourselves because we are right." This is the traditional tactic of all lobbyists - - but NPs had nothing to bargain with. Now our reputation as a sector has been somewhat compromised, so not so easy to demand action. Some perception that the business/commercial behavior of NP sector has compromised missions. To what extent is this complexity needed to carry out our missions. "Private benefit" issue re: high compensation in some NPs, complex corporate structures. How are organizations operating for private benefit of staff? IRS question: Is complex organizational structure necessary and so are highly compensated personnel necessary? Are NPs operating more subtly for the benefit of faculty and staff? (Drs, faculty, Athletic Directors). But NP sector has no vow of poverty. �Look at the institutional processes that determine salaries. E.g. hospitals that acquire physician practices at high costs primarily for institution preservation vs. same picture but motivated primarily by serving community. Do IRS actions disrupt capitalistic processes by penalizing some high salary organization vs others? Does financial success ( w/surplus plowed back into mission) undermine tax status? Does it divert NPs from mission? The "White Paper Process" might mean asking ourselves these hard 1. To keep focused on mission. 2. Public questions must be addressed. 3. Government investigations raising important questions, NP sector largely not engaging in this process We haven't articulated well, engaged in self-examination. Don't want issues to be distorted by media, public officials, a few nonprofits IRS sees NPs as arrogant, but does overlook that accountability is not to a government agency but to the public - - represented by elected officials. Institutional responsibility: Not to an agency. Is it a core value that NPs should have some sort of private contributed income? Is this part of "accountability?" What about those 100% gov't supported? What about 100% fee supported? Gift to Community: Must be something that furthers mission. How do we deal with Klux Klux Klan re: diversity? Question becomes Does it truly serve a broad spectrum? YMCAAVCA Model - - as moved toward country club model, began to lose tax exemptions, reversed trend now. Community: We live in a time when much fosters divisiveness, need to counteract. Board: NCIB guidelines rec. no more than 1 staff on Bd? Term of Service/Planned succession. Consensus on 3 basic values. Consensus on internal examination needed. �(3) What should be the audience of the White Paper? To whom should it be addressed, and to what purpose? Who are we trying to reach? Who is included - 501 (c) (3) "Ourselves" as audience -media and communication people -corporate leadership -college programs -chambers Why? to clarify misconceptions. We hope it will convince others we are worthy of support and that we should be included in public policy discussions. Also to build support that would recognize worth of missions and reverse erosion of capacity to serve. (4) How should the White Paper be used? What are the processes needed now to achieve the goal of greater understanding and principled action? J. Gallagher to revise first draft incorporating committee comments and relevant Michigan data. 10/9 Public Policy & Program Committee Meetings -Consider Wkg draft -Recommend to full Board on 10/12 10/12 Board of Trustees "receive" & comment Subsequent discussions/hearings in subsector networks and communities. - How to effectively present to unfamiliar audience? Develop Executive Summary? Final Draft to be presented at MNF Board meeting in May 1993. 4. Adjournment: The meeting adjourned at 2:00 p.m. ref:ppc20918.min,cm/pbpl,6400 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Executive-Committee_1992-09-23_Public-Policy-Committee Title A name given to the resource Michigan Nonprofit Forum 1992-09-23 executive committee public policy committee Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum. Executive Committee Description An account of the resource Michigan Nonprofit Forum 1992-09-23 executive committee public policy committee. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49709 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-09-23 https://digitalcollections.library.gvsu.edu/files/original/0bc495be808fddfec895058075d4c66b.pdf 078b616fe631bbd28bbdae9993c9f9a3 PDF Text Text MICIDGAN NONPROFIT FORUM 34 KEI .I.QGG CENTER EAST LANSING, :MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 September 16, 1992 ~ofllttl..-.., C..lUJU ..W U.U---. ofltlldtlr- eo-dl of MidU,_ F~ Suzanne Feurt Program Officer Charles Stewart Mott Foundation 1200 Mott Foundation Building Flint MI 48502 Dear Suzanne: Midtir ..,. A.....-nn..- of SdtMl Aa...uwa-1'7 M'u:AIJ"" c..-c.Jjor Aru ..W c.JAu..J Alfllln Pruulenu c-.1, SIIIU Uruv~ of ltlldtlJM AT-LARGE RUSTBES Riduurl II. A....U., lrlidtJJ..,. Dq>IV'IIIW'N of SIIIU Jolvt S Lore. ~ Sod6! of FIINI RalaAJ Es.«tu&vu RouWJ G lrl.--r,. W C. Cdlo11 F~ ~s. UpJOivt . K.u-Fo~ EXECUTIVI! DlllBCTOit I was glad to talk with you about this new phase of Michigan's Campaign for Volunteerism and MNF's redefined role. The map is changing fast, now that communitie~ all over the state are taking action to launch volunteer centers and stabilize community commitment and support of volunteering as a resource for civic betterment. Many of these newcomers tell me they first heard about the opportunity through the Grantmakers/ Grantseekers Seminars; many others through their statewide associations which are MNF members (such as through the Michigan Community Action Agency Association). During the 18 months start-up of the Campaign, MNF carried full responsibility for coordinating and staffing the collaboration. Now that the Campaign is launched and our partners on the Campaign Coordinating Committee are active in communities across the state, MNF has been assigned a role (described below) that is more realistic for a small staff and consistent with its mission and goals. As we discussed, I am writing to request a grant of $5000 from the C.S. Mott Foundation, to support MNF's work for the Campaign for Voluntarism during FY 1992-93. As you suggested, I am requesting that the grant be retroactive to the beginning of our fiscal year (July 1, 1992) and continue until June 30, 1993. Backp=ound; MNF's Leadership Role in the Campaign for Volunteerism. For the past two years, the Michigan Nonprofit Forum has served as the lead agency in what is now called the Campaign for Volunteerism. The Campaign is now launched and will continue for two years: from Aprill992 to April 1993 as Michigan 's Year of the Volunteer, �and from April 1993 to April 1994 as a statewide Give Five Campaign (encouraging both voluntary service and voluntary contributions). Our trustee, Governor George Romney (who also chairs our board committee on volunteerism) made the case eloquently: •Today the State of Michigan is more threatened by its internal human and social problems than it is by any external enemy. Fortunately, Americans are joining with their ~workers, fellow church and club members, and neighbors to find ways to make a difference in the lives of those in need. But thousands more Michigan citizens must be called into service to extend the lifeline of hope and opportunity to those being swept up in the tide of social distress. • Because of Governor Romney's commitment, he successfully enlisted the Michigan Nonprofit Forum in June 1990 to create a statewide alliance to serve this mission (drafted by MNF and subsequently adopted by the Campaign Committee): TO PROMOTE VOLUNTEE.RISM ACROSS THE STATE OF MICillGAN AND TO CREATE A CLIMATE OF COMMITMENT TO VOLUNTEERING wmCH PERMEATES MICIDGAN' S LEADERSHIP, ITS INSTITUTIONS AND ITS COMMUNITIES. I In the last two years, MNF has served as the lead agency to identify and convene the statewide groups with the vision and capacity to undertake this statewide Campaign on a collaborative basis (i.e., using their existing resources and networks, consistent with each of their organizational missions). In addition, MNF has served as a partner with local/regional groups and leaders for more focused activities. These are a few accomplishments to date: - 37 statewide groups are now actively participating in the Campaign for Volunteerism (such as the MI Chamber of Commerce, the MI Council of Urban Leagues, the Michigan Corporate Volunteer Council. Full list attached.) -Through MNF's efforts, for example, the MI Association of School Boards adopted a resolution (drafted by MNF) to encourage every school district to provide structured student community service opportunities. We are now working with them on an implementation plan, which will link: school districts with Volunteer Centers and other funded resources in communities. A few of the other Campaign components that are emerging from this collaboration include: assistance in a yearlong publicity campaign from the Michigan Association of Broadcasters and the Michigan Association of Public Broadcasters; telethons for volunteering in two cities by college students with the Michigan Campus Compact; and pro bono fundraising assistance to Volunteer Centers from professional Michigan members of the National Society of Fundraising Executives. - Through Governor Romney's leadership, MNF worked with the new First Lady Michelle Engler from her earliest weeks in Michigan, assisting her in the volunteerism campaign (when she joined Mrs. Janet Blanchard as ~hair) and three statewide planning meetings in early 1991 which resulted in August 1991 in the Michigan Commission on Community Service, which she chairs. 2 .. �MNf's Chan~ed Role: As I told you, now that the Volunteer Centers of Michigan bas received grants for a staff person and funds to provide technical assistance on volunteer center start-up, much of our earlier coordination role was transferred to them since May. Instead, MNF's role has reverted to those things we do best: statewide communication, working through networks to reach leaders in large numbers of communities, and coordinating Leadership Summits among local business, government and nonprofit leadership to support the volunteer infrastructure. We have now begun the next phase of the Campaign, by initiating, coordinating and following up a series of strategic consultations between Governor Romney and local leaders (in business, government and the service sector) in 30-35 communities around the state. Already, Governor Romney has met with leaden in Holland, Grand Rapids and Mt. Pleasant. A full roster of participating communities is appended. In addition, MNF has served as an information clearinghouse, circulating cutting-edge information on volunteerism to more than 10,500 key leaders and professionals in Michigan. The upcoming issue of MNF's newsletter will showcase the Campaign in a special insert. Resources for MNf's Leadership Role. In the first year 1990-91, MNF's role (20% of total budget, or $34,0')()) was supported entirely by tO' W.K.. Kellogg Foundation, through their generous start-up grant. In the second year 1991-92, the annually-reduced Kellogg grant and generous contributions from individuals and organizations supported the costs of the expanded project (24% of total budget, or $58,600). In the third year of our involvement in the Campaign (1992-93), I anticipate that our commitment of resources will be more limited (15% of total budget, or $31 ,900), simply because much of the time-<:onsuming committee and staff work will be administered by the Volunteer Centers of Michigan. Our primary tasks related to the Campaign include these: a. Coordinating the Leadership Summits in 15-25 communities. We are working with the 13 existing volunteer centers for their Leadership Summits, as well as 22 communities developing new centers. Not all will be in a position to launch a summit this year, but we are aiming to complete as man as possible before the wrap-up of the Year of the Volunteer and the kickoff of the Give 5 Year at the May 14, 1993 Grantrnakers\Grantseekers Seminar. b. Communicating statewide with MNF member networks and 350 other nonprofit networks we have identified, to mobilize support for local volunteer efforts. c. Publishing a Campaign insert in our quarterly newsletter, mailed to more than 10,500 individuals and agencies. d . Managing the Wrap-up of the Year of the Volunteer and the kick-off of the Give 5 Year at the May 14, 1993 Grantrnakers/Grantseekers Seminar. 3 .. . .' �e. Participating as a member of the Campaign Executive Committee and serving as the liaison between the Campaign and MNF members statewide. fY 1m-23 EXPENSES: Penormel ( 15 ~ of total) 16,200 2,400 Studalt Intern 2,500 Oveme.d 2,500 Meeting ex:peD8tl 1,000 Travel 1,SOO Supplies 800 Pbooe&tFAX 2,SOO Poetap 2,500 Copying &t Publiabing IOTAL ./ INCOME: W.K. Kellogg Foundation and MNF memben Michigan Campus Compact Michigan Bell (pledged) IQIAL ~1.200 fUNDS NE:tDEQ 21,500 2,400 3,000 Z6,200 5,000 I believe this is a critical time, another of those windows of opportunity which can quickly pass. I hope very much to have the assistance of the C.S. Mott Foundation to make this timely initiative a success. ( .• Sincerely, Maryellen I. Lewis Executive Director encl: List of Campaign Committee Members MNF brochure IRS letter 1991 Audited Financial Statement 1992 Financial Statement (unaudited) July & August 1992 Financial Statement List of communities now involved in the Campaign for Volunteerism ref:fcu.20916.prp,fndr\prpsl,6300 .' .. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Executive-Committee_1992-09-23_Proposal-to-Mott Title A name given to the resource Michigan Nonprofit Forum 1992-09-23 executive committee proposal to Mott Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum. Executive Committee Description An account of the resource Michigan Nonprofit Forum 1992-09-23 executive committee proposal to Mott. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49708 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-09-23 https://digitalcollections.library.gvsu.edu/files/original/01af89b5adafaeb82f6b8e36462e9790.pdf 58c478516de8c8f55abbb19bd93acf06 PDF Text Text MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICIDGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An alliance to promote giving, volunteering and a strong, effective nonprofit sector in Michigan. Minutes of the Executive Committee Meeting July 14, 1992 -- 9:30 to 2:00 (Kellogg Center, Red Cedar B, East Lansing, MI) Members Present: Edward 0. Blews, Jr. Robert E. Ivory Maryellen J. Lewis Russell G. Mawby Beverley L. McDonald Helen C. Philpott George G. Romney Glenn R. Stevens Herbert Yamanishi Guests: David 0. Egner Joel Orosz Staff Present: Donna M. Clarke Carrie A. Weaver 1. Welcome and Call to Order: With the Chair present, the meeting was called to order at 9:45p.m. 2. Review of the Minutes: The committee reviewed and approved the minutes from the July 14, 1992 Executive Committee meeting. 3. Report of the Chairman: R. Mawby stressed the significant strides MNF has made since the Priorities were adopted in December 1991. MNF has successfully become a broad sector-wide alliance by identifying common areas of interest and concern through collective reflection and action. MNF has adopted clear directions and priorities for implementing its mission and has launched a number of significant initiatives including the first Public Policy Summit, Grantmakers/Grantseekers IV and the Year of the Volunteer. MNF has received an official ruling from the IRS granting MNF preliminary status through 1995, at which time the status will be reviewed. �Concurrently, MNF has "gone public" with its membership campaign, and now has over 100 members. Quite an achievement, when no one could make a prediction six months ago. MNF has also begun to diversify its funding base, with small grants and contributions from Dow, the Gerstecker Foundation, the Mott Foundation, the National Council of Nonprofit Associations, Detroit Edison, all four chapters of the NSFRE, the Michigan Campus Compact, as well as many individuals. As MNF moves into its third year the real challenges still lie ahead. How can MNF truly become a voice for the nonprofit sector? How can MNF truly become a hub of information on the sector? How can MNF achieve its potential as a convener. a catalyst for constructive dialogue and action in the sector? How can trustees achieve confidence and stability in the future funding base. These are the crucial questions MNF must answer during this upcoming year. 4. Report of the Executive Director: M. Lewis noted MNF is narrowing in on top priorities and defining its niche. In the long run, MNF's challenge will be to maintain a leadership role as a catalyst for thoughtful discussion and action. MNF has not been designed to operate programs long-term. Instead, it has the capacity to nurture ideas and then pass them on to partners who can operate them within their mission. Accordingly, MNF has begun to redefine its role in relation to several initiatives. With the Campaign for Voluntarism, MNF has a key, continuing leadership role but has worked systematically to spin off the more specific efforts without MNF serving as the middleman. For example, MNF staff, in discussions with the media, potential funders and Campaign co-chairs, brought to the Volunteer Centers of Michigan (VCM) a plan for a statewide (800) number for volunteerism, and assisted in the development of proposals to support a new VCM staff person to run it. MNF has also proposed to VCM (not yet confirmed) that, with the help of their new staff person, they begin to serve as the "Campaign Headquarters," the referral center for all the statewide organizations participating in the Campaign; and that MNF include a Campaign Update insert in our newsletter, prepared by VCM and cooperating members of the Campaign. MNF's role now is to coordinate local summits around the state where Governor Romney will meet with top leadership for promoting volunteering and starting volunteer centers. Those local leadership coalitions will become ongoing contacts for MNF's work to promote understanding and support of the voluntary sector in Michigan (a strategy first described in MNF's original proposal to the W.K. Kellogg Foundation.) In addition, MNF will continue to alert its cooperating networks about these emerging local initiatives, so that they can alert their members to be of assistance. For example, as a result of their participation in the Campaign, the Michigan NSFRE chapters are working with the VCM as mentors in the area of fundraising and the MASB is working with the VCM to support and encourage K-12 student volunteerism. 2 �MNF is also continuing to work to make top quality, low cost technical assistant available to all nonprofits. At the December 17, 1991 meeting, Trustees authorized M. Lewis to seek an independent mechanism to carry out the supervision of this project, since other priorities require the bulk of staff time. While the first meeting in June was not well-attended because the sponsoring organization didn't get the word out, MNF is circulating information regarding a second meeting in August and a third in October. The list of interested organizations now comprises over 360 names. MNF is working to compile a directory which should be available in the fall. MNF has also fostered and facilitated research efforts in the state. On December 10, MNF will co-host a nonprofit research conference with the Nonprofit Michigan Project at MSU and Wayne State University. The conference will be the first of its kind in Michigan and will draw upon national and Canadian speakers. MNF will continue its role as disseminator and catalyst for the research agenda. MNF also collaborated with the Institute for Public Policy and Social Research to incorporate questions on volunteerism in their statewide telephone survey. This unique Michigan data (based on questions developed by the Independent Sector) will provide the first baseline snapshot of patterns of volunteering in this state. Over the past year, Trustee's also saw the need for concrete products and outcomes to clarify MNF: MNF now has these products: - a series of issues papers and tapes, with more currently in the works a technical assistance resource directory, currently being converted to disk a directory of higher education programs in MI, currently in survey form Summit I paper & tapes (currently working on dissemination strategy) Further, MNF's clearinghouse function continues to grow. MNF receives on average 12-14 calls per week ranging from the media, students, technical assistance needs and individuals starting up nonprofits. MNF assists individuals when able, and makes referrals to the appropriate agency in other cases. MNF's committee meetings now also function as seminars, in order to be a resource for members. The April Board of Trustees' meeting focused on the Cooley Law Clinic and the recent Public Policy Committee meeting focused on nonprofit legal issues in Michigan. Future meetings will focus on nonprofit advocacy in other states and discussions of the White Paper. During this third year, MNF must continue to strengthen its tools and capacity to do its work within its resources. MNF will continue to rely on project-oriented interns for assistance and will continue to depend its unique database for the dissemination of information. 5. Schedule of Meeting Dates through 12/93: The next meeting of the Executive Committee is Wednesday, September 23. After discussion, the committee agreed to the following dates for the 1993 Executive Committee meetings: 3 �January 18, 1993 April 29, 1993 July 13, 1993 October 28, 1993 Monday Thursday Tuesday Thursday The 1993 Spring Board of Trustees meeting is May 13 at the Hyatt Regency, Dearborn. The 1993 Fall Board of Trustees meeting was tentatively set for Thursday, November 11, to be held in Lansing. 6. Report of the Finance Committee: R. Ivory reviewed MNF's Annual Financial Statement for the period ending June 30, 1992. In MNF's second year of operation, programs became more fully operational, especially in the second two quarters. MNF is now fully staffed, although the secretarial and two intern positions were open during several fall and winter months. The shortfall in Grantmakers/Grantseekers Seminar (GGS) registration-- down from 1260 in 1991 to 750 in 1992 --skewed both revenues and expenses, in ways that are explained below. On balance, the year clarified MNF's actual operating costs, using the last two quarters as the mark (adjusting for the GGS anomaly). The year also demonstrated that several non-grant income sources can reasonably be depended on as partial support for MNF's work: contributions, memberships and program fees (although the latter is not a source of excess revenues, but promises to make some programs largely self-supporting). These insights serve as the basis for the PROPOSED 1992-93 Budget. Revenues. Revenues were down $19,450, largely because of the GGS shortfall and reduced interest rates. Planning for the shortfall was extremely difficult, since nearly $109.000 (40%) of total revenues came in during the last quarter, including $32,695 of GGS fees and $24,200 in contributions and memberships (some of which we were required to defer to 1992-93). Simultaneously, GGS costs were reduced by in-kind contributions by MNF's collaborating organizations: Henry Ford Health System picked up the costs of Jerry Panas' presentations; the W.K. Kellogg Foundation covered costs of Marian Wright Edelman and the Evaluation panel, as well as the design and printing of the postcard and brochure; Dow Chemical picked up some of the costs of the Year of the Volunteer session; and the Mott Foundation picked up all costs of the Alliance for Justice workshop. Expenses. Expenses in the last quarter were somewhat unpredictable, due to the projected GGS shortfall and efforts to (1) reduce GGS costs by securing in-kind assistance, while also attempting to (2) increase attendance by augmenting marketing and PR, incurring unplanned GGS costs of Office Operations. Overspending in Office Operations occurred in copying, postage and supplies, related entirely to GGS. 4 �Underspending: In addition to GGS savings due to in-kind contributions (described above), the Hyatt Regency halved room rates for staff and, due to irregularities in service, eliminated the $3500 conference fee. Because of the registration shortfall, meal costs were also down $10,000. No luncheon program was originally planned, resulting in a budget savings of $2500 (speakers fee & expenses and sound system/AV). In addition, savings were realized from projected expenses in these areas: Directors & Officers Liability Insurance ($2500 below the ballpark estimate using member organizations as comparison); $3313 in Evaluation Services (restricted under the Kellogg grant, therefore included in the budget for 1992-93); and $22,057 in salaries and benefits. The latter savings was due to several factors: the secretarial and two intern positions were unfilled during some fall and winter months; some fringe benefits remained inactive for part of the year; and no salaries were increased during FY91-92. To achieve a stable cash flow after the Kellogg Grant ends in Year 4 (1993-94) --after which MNF will not have the luxury of starting its fiscal year with most revenues in hand -- the Finance Committee reaffirmed its recommendation of the standard nonprofit goal of a three month operating reserve. Toward this goal, $14,000 were allocated to the reserve in 1990-91, and this year's proposed allocation brings the reserve up to approximately 7 weeks of operation. After review and discussion, the committee unanimously approved the 1991-92 fmancial statement as presented. R. Ivory also reviewed several revisions for 1992-93 revenues and expenditures based on the actuall991-92 revenues and expenditures. Under income, contributions and dues were increased based on the success of MNF's membership campaign to date. Under expenditures, contract services were revised upward because MNF will be bringing in several outside program speakers. Office Operations was revised to more accurately reflect actual operations costs. Finally, meeting costs were revised to reflect actual costs now that MNF's programs are more fully operational. After discussion, the committee unanimously approved the revisions to the 1992-93 revenues and expenditures. R. Ivory reviewed the personnel guide revisions. Short-term disability compensation was revised so as to be available to full-time employees after completing their probationary period. Language was added to clarify that the probationary period for all staff is ninety days. A description of student intern responsibilities was added to the personnel guide indicating that student interns may on occasion work for more than 30 hours/wk, but shall not be considered full-time employees, thus they do not qualify for benefits (other than those legally required). Performance and grievance review procedures have also been added. Additionally, staff will review the sections of the guide which relate to employment at will and discharge for cause to see if they are in conflict. Staff will also consult with an 5 �employment specialist to determine if exempt employees qualify for compensatory time. R. Ivory pointed that the United Ways have become more sensitive to the board's responsibility to review CEO expenses. After discussion, the committee designated the chair of the Audit Committee to review the expenses of the Executive Director -a commonly-accepted oversight practice .. Further the committee agreed an outside attorney should review the entire procedures manual prior to final approval at the next Executive Committee meeting. 7. Report of the Audit Committee: G. Stevens reported the committee has met with the auditor in preparation for the 1991-92 audit. Draft report should be available for the September meeting, with the final report complete for the October Board of Trustees meeting. 8. Report of the Membership and Nominating Committee: M. Lewis reported for membership committee chair, D. Johnson. The membership committee will meet on July 22 to review the current strategy for targeting potential Network Associates. At that time the committee will review current membership categories and benefits. The committee will also review the potential Network Associate contact lists which have been divided among trustees. The committee will develop boilerplate language for Trustee contact letters and forms for Trustees to use to report on their contacts to MNF. The committee expects to mail Trustee contact lists with campaign materials and timetable by the end of the month. Trustees will have until mid-September to make written contacts and follow with phone calls. 9. Report of the Grantmakers/Grantseekers Committee: H. Philpott reported on Grantmakers/Grantseekers IV. She noted that Grantmakers/Grantseekers IV attendance was 750, down from 1265 at GGIII. While no single cause can be targeted for the decrease, it appears that much of the drop off was due to recession-induced budget restrictions and to the scheduling of the conference in relation to the Easter and Passover holidays. She also noted that the true test for attendance will come with GGV. H. Philpott reported the response to GGIV was excellent. Marian Wright Edelman was obviously a huge success. The session on evaluation and accountability was standing room only, evidence of the overwhelming interest in this area. H. Philpott commended E. Blews on his outstanding luncheon presentation on state issues. The program committee will certainly continue to focus on sessions which relate to advocacy and public policy. The first meeting of the full GGS Program Committee is August 26. 10. Report of the Joint Program and Public Policy Committees: E. Blews updated the committee on the follow-up to MNF's first Summit. The Summit Issue Paper will be available soon. The Summit discussion has been transcribed and E. Blews is working on frnalizing the introduction, with prefatory remarks by R. Mawby. 6 �M. Lewis is working with Lawrence Technological University on the editing of the videotapes. They are expecting a fall release with the length depending heavily on budget. Dissemination will begin once the tape is finished. At that time, arrangements will also be made for the luncheon for legislators at or near the state capitol. The committee agreed that with the upcoming election it may be more productive to hold the luncheon after the election. E. Blews also reported that after much discussion, the joint Program and Public Policy committees recommends the development of a year-long process of issues discussions leading to a single full Summit, rather than two summits annually, as originally planned. The primary concern behind the modification focused on the stature and importance of the event, which likely would be diluted by greater frequency. E. Blews used a topographical analogy to describe the committee vision of a series of statewide roundtable discussions serving as foothills leading up to the full Summit as the peak of MNF's efforts, with the downslope consisting of the statewide dissemination process. The Executive Committee concurred and unanimously approved the recommendation of a single Summit. E. Blews then reported on the development of the White Paper. Janne Gallagher is currently drafting the first draft of the Independent Sector's White Paper, which she expects to complete by mid-July. She will also write an issue/reflection piece for review by the MNF White Paper sub-committee in August. The draft of the MNF White Paper should then be available for review by these committees at their October meeting, for recommendation to the Board at the October 12 Annual Meeting and subsequent circulation, discussion and hearings. E. Blews conveyed the joint committees recommendation that MNF elect to come under the 1976lobby law. The IRS limits the amount of lobbying 501(c)(3) public charities may engage in. All 50l(c)(3) organizations are subject to the vague "insubstantial part" test, unless they elect to come under the section 501(h) "expenditure test". The expenditure test sets specific dollar limits calculated as a percentage of an organization's total budget for the year. The generous 1976lobby law also defmes the activities which count against these limits. Sanctions regarding violation are also much more lenient on those who elect. Election is a simple process under the 1976law. Once a nonprofit's governing body decides to be governed by the expenditure test, an authorized officer or trustee signs the one-page IRS Form 5768. Election is retroactive to the beginning of the tax year in which it is filed. The nonprofit automatically continues under the provision of the 1976 law unless it chooses to revoke that election. After discussion the committee unanimously approved the recommendation to elect to come under the section 501(h) expenditure test. Staff will handle the appropriate filing requirements. 7 �E. Blews concluded his report by updating the committee on the status of H.R. 11 which would extend the exemption of appreciated property from the alternative minimum tax (AMT) through December 31, 1993. The legislation was recently passed by the full House and now awaits Senate approval. The legislation would also expand the exemption to include stocks, bonds, real estate and artwork. The full House is expected to take action on H.R. 11 on July 1, 1992. In light of the short window of opportunity for action, the committee unanimously approved a motion to re-affrrm MNF's prior support of extending this tax exclusion and urging that the exclusion be made permanent. On behalf of the joint committees E. Blews recommended to the committee that the Executive Director send a letter to Michigan's Senators urging their support on H.R. 11. Further, the committee recommends MNF to also contact and encourage MNF trustees to take action on behalf of this legislation, either personally or on behalf of their organizations. After discussion, the committee unanimously approved the recommendation that the Executive Director contact Michigan's Senator, especially Senator Riegle, urging their support of the H.R. 11 and the permanent extension of the appreciated property from the alternative minimum tax. 11. Report of the Tax Credit Subcommittee: B. Ivory reported on the development of the MNF task force appointed to review tax incentives for nonprofits. The Task Force has been convened to guide a study of tax incentives which may be useful to the Michigan Department of Treasury, which is required to s.ubmit such a study to the legislature by June 30, 1993. R. Ivory noted that the role of the Task Force will be to provide direction for the study, by soliciting broad-based input from the nonprofit sector, and to advise on the fmal report and recommendations. The frrst meeting of the task force will be on July 22. The task force intends to produce a discussion paper, so that the committee can consider the rationales supporting various tax credit policies. Committee members will also begin to meet with members of the nonprofit community to garner their input and participation in this exploration, toward a broader understanding and consensus on final recommendations. And fmally, the committee will begin to lay groundwork for dissemination of the eventual recommendations and rationale to key legislators, to inform the debate and clarify the consequences of tax policy options. 12. Luncheon Presentation on the Michigan Year of the Volunteer: Governor Romney gave Trustees an update on the fast-moving national scene and activities in the state of Michigan. He described the Campaign's shift from statewide dialogue to local strategies, and mentioned a few of the communities he and MNF are working with to assist leadership coalitions to develop comprehensive and sustained strategies to support volunteering to address serious social problems. He also urged every trustee, through their organizations, to alert their constituencies to the importance of this effort and urge them to get involved. 8 �14. Presentation by MNF's outside evaluator: Dr. Christopher Clark, Professor at Michigan State University, presented his outside evaluation of the Michigan Nonprofit Forum (appended). The evaluation, as approved by the W.K. Kellogg Foundation, concentrated on those persons and organizations who have been most directly involved in MNF's work (such as trustees, committee members, and persons who attended the Summit, for example). He briefly described his third-year evaluation, which will widen the circles of discussion to those who may not be directly involved but who are impacted by MNF's work. After some discussion, the board accepted his report. ref:exe20714.min,cm/exe,0100 9 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Executive-Committee_1992-09-23_Previous-Meeting-Minutes Title A name given to the resource Michigan Nonprofit Forum 1992-09-23 executive committee previous meeting minutes Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum. Executive Committee Description An account of the resource Michigan Nonprofit Forum 1992-09-23 executive committee previous meeting minutes. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49707 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-09-23 https://digitalcollections.library.gvsu.edu/files/original/5548be2d13ad55bc46cbb12d5977157e.pdf e531ec5d1fc52d31044b49a46c4f7fc2 PDF Text Text MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An alliance to promote giving, volunteering and a strong, effective nonprofit sector in Michigan. Meeting of the Executive Committee September 23,1992 - 9:30 - 12:00 W.K. Kellogg Foundation Participant List Russell G. Mawhy, Committee Chair N. Charles Anderson Edward O. Blews Robert E. Ivory Dorothy A. Johnson Maryellen J. Lewis Beverley L. McDonald Helen C. Philpott George W. Romney Glenn R. Stevens Herbert Yamanishi Additional Participants David Egner Staff Participants Donna M. Clarke, Administrative Assistant Carrie A. Weaver, Administrative Secretary ref:20923 .ros.cntexec.0100 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Executive-Committee_1992-09-23_Participants Title A name given to the resource Michigan Nonprofit Forum 1992-09-23 executive committee participants Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum. Executive Committee Description An account of the resource Michigan Nonprofit Forum 1992-09-23 executive committee participants. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49706 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-09-23 https://digitalcollections.library.gvsu.edu/files/original/cfbbd402173aed96a6b569583ac280d3.pdf f9c640851a0004505e17a67ad50e8ec2 PDF Text Text MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 5171353-5038 Fax: 5171353-1872 MNF Board of Trustees REVISED: September 16, 1992 AT LUGI KIMBBRS Richard H. Austin Secretary of State Treasury Building, First Floor 430 W. Allegan Lansing, MI 48918 517/373-2510 Fax: 373-0727 JohnS. Lore Senior Vice President St. John Hospital & Medical Center 22101 Moross Road Detroit. MI 48236 313/343-7524 Fax: 343-7468 Russell G. Mawby CEO and Chairman W .K. Kellogg Foundation 1 Michigan Avenue East Battle Creek. MI 49017 616/968-1611 Fax: 968-0413 George W. Romney Board Member Points of Light Fdn Member U.S. Commission on National and Community Service 1840 E. Valley Road Bloomfield Hills, MI 48013 313/642-5011 Fax: 642-4418 Elizabeth S. Upjohn Board Member Kalamazoo Foundation 3505 Greenleaf Boulevard Kalamazoo, MI 49008 616/375-2500 ORGANIZATIONAL MEMBERS Association of lndta>endent Colleees and Universities of Michigan Edward 0. Blews, Jr. President Association of Independent Colleges and Universities of Michigan 650 Michigan National Tower Lansing, MI 48933 517/372-9160 Fax: 372-9165 Melvin L. Vulgamore President Albion College Albion, MI 49224 517/629-0210 Fax: 629-0509 ConKfess of National Black Churches/Michigan Affiliate Charles W . Butler CNBC Chair and Pastor New Calvary Baptist Church 3975 Concord Avenue Detroit, MI 48207 313/923-1600 F AX:313/923-4230 [second Trustee to be appointed] �Council of Michigan Foundations Michi2an Association of School Administrators Dorothy A. Johnson President Council of Michigan Foundations One South Harbor Ave., Suite 3 Grand Haven, MI 49417 616/842-7080 Fax: 842-1760 Gerard E. Keidel Executive Director Michigan Association of School Administrators 421 W. Kalamazoo Street Lansing, MI 48933 5171371-5250 Fax: 371-9093 W. Calvin Patterson ill Executive Director McGregor Fund 3333 W. Fon Street. Suite 1380 Detroit, MI 48226 313/963-3495 Fax: 96313512 Paul R. Williams Superintendent Lakeview Schools 15 Arbor Street Battle Creek, MI 49015 616/965-3080 Fax: 965-3068 Council of Michh~an Urban LeaKUes Mjcbjgan Association of School Boards N. Charles Anderson President Council of Michigan Urban Leagues 208 Mack Avenue Detroit, MI 48201 313/832-4600 Fax: 832-3722 Justin P . King Executive Director Michigan Association of School Boards 421 W. Kalamazoo Street Lansing, MI 48933 517/371-5700 Fax: 371-5338 Joyce A. Brown President Southwestern Michigan Urban League 182 W . Van Buren Battle Creek, MI 49017 616/962-5553 FAX:616-962-2228 Lillian G . Mason Board Member Grand Blanc Community Schools 5091 Briar Ridge Coun Grand Blanc, MI 48439 313/694-8992 FAX:313/694/l269 Jewish Community Council Michigan Catholic Conference David G. Gad-Harf Executive Director Jewish Community Council 6735 Telegraph, Suite 100 Bloomfield Hills, MI 48301 313/642-5393 Fax: 313/642-6469 Sr. Monica Kostielney Executive Vice President Michigan Catholic Conference 505 N. Capitol Avenue Lansing, MI 48933 517/372-9310 Fax: 372-3940 Kathleen N. Straus Chair, Gov't. Relations Committee Jewish Community Council 8801 Kingswood Detroit, Ml 48221 313/341-3580 FAX:313/642-6469 Frances L . Ryan Board Member Michigan Catholic Conference 2344 Tecumseh Road Lansing, Ml 48906 517/321-4877 2 .. �Michigan CommunitY Action Agency Association Herbert Yamanishi Executive Director Michigan Community Action Agency Association 106 W . Allegan, #451 Lansing, MI 48933 517/484-1353 517-484-1380 Barbara D. Young Executive Director Kalamazoo County Human Services Department 201 W . Kalamazoo Avenue Kalamazoo, MI 49007 616/384-8000 Fax: 384-8006 Michigan CommunitY College Association Thomas M. Bernthal Executive Director MI Community College Association 2100 Michigan National Tower Lansing, MI 48933 517/372-4350 Fax: 372-0905 Dr. Clyde E . LeTarte President Jackson Community College 2111 Emmons Road 1ackson, MI 49201 517n 87-0800 Fax: 789-1630 Michigan Council for Arts and Cultural Affairs Betty Boone Interim Executive Director Michigan Council for Arts & Cultural Affairs 1200 Sixth Ave., Suite 1180 Detroit, MI 48226 313/256-3735 Fax: 256-3781 Judith A. Rapanos Chair Michigan Council for Arts & Cultural Affairs 1012 W . Sugnet Midland. MI 48640 3 131256-3735 Fax: 256-3781 Michigan Ecumenical Forum Steven L . Johns-Boehme Executive Coordinator Michigan Ecumenical Forum 809 Center Street Lansing, MI 48906 517/485-4395 (no fax) [Second Trustee to be Appointed] Michigan Health Council Anne W . Rosewarne Executive Director Michigan Health Council 1305 Abbott Road, Suite 102 East Lansing, MI 48823 5171337-1615 Fax: 351-3560 Beverly A. McDonald, R.D.H. Past President Michigan Dental Hygienist Association North Oakland Dental Center 35 S. Johnson, Suite 2A Pontiac, MI 48346 313/333-2424 Fax:313/634-2755 Michigan League for Human Services Beverley L. McDonald Executive Director Michigan League for Human Services 300 N . Washington Square, Suite 401 Lansing, MI 48933 517/487-5436 Fax: 371-4546 GaleR. Colwell Executive Director The Community House 380 S . Bates Street Birmingham, MI 48009 313/644-5832 FAX:313/644-2476 3 .. �Presidents Coupcil. State Univeajties of Michigan Glenn R. Stevens Executive Director Presidents Council, State Universities of Michigan 230 N. WashingtOn Sq., #302 Lansing, MI 48933 517/482-1563 Fax: 482-1241 James J . Dudeatadt President Univeaity of Michigan Ann Arbor, MI 48109-1340 313n()4..{)270 Fax: 936-{)775 United Way of Micbi2an Raben E. Ivory President United Way of Michigan P.O. Box 18219 300 N. WashingtOn Sq., Suite 405 Lansing, MI 48901 517/371-4360 Fax: 371-4546 ! Helen C. Philpott Trustee Community Foundation of Greater Flint 1212 Woodlawn Parle Drive Flint, MI 48503 3 13/239-8768 F AX:313/235-5035 ref: bdt20422.lst,committe\ bdt,OOOO 4 .. �MICIDGAN NONPROFIT ·FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 5171353-5038 Fax: 517/336-1327 MNF Executive Committee Russell G. Mawby, Committee Chair and MNF Chair N. Charles Anderson (designated by MNF Chair) Edward 0. Blews, MNF Secretary Public Policy Committee Chair Robert E. Ivory, MNF Treasurer and Finance Committee Chair Dorothy A. Johnson, Membership and Nominating Committee Chair Beverley L. McDonald, Former Program Committee Cc:rChair Helen C. Philpott, MNF Vice Chair and Grantmakers/Grantseekers Co-Chair George W. Romney, Voluntarism Committee Chair Glenn R. Stevens, Audit Committee Chair Herbert Yamanishi, Program Committee Chair Maryellen I. Lewis, ex officio ref:7/07/9'2,execcom.l.st,commiue\exec,Ol00,ca �:MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 MNF Budeet and Finance Committee Robert E. Ivory, Committee Chair Joyce A. Brown Steven L. Johns-Boehme W. Calvin Patterson Herbert Yamanishi Maryellen J. Lewis, ex officio rcf: 7/07/92,6ncom.Lat.co~\finaoce.OlOO,c:a �MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, :MICHIGAN 48824-1022 Phone: 5171353-5038 Fax: 5171336-1327 MNF Audit Committee Glenn R. Stevens, Committee Chair Barbara D. Young Maryellen I . Lewis, ex officio ref:7/07/92,audcom.bt,com.rnitte\audit,Ol00,c:a �MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 MNF Membership and Nominatin& Committee Dorothy A. Johnson, Committee Chair Justin P. King John Lore Anne Rosewarne Lawrence Wells (representing Beverley L. McDonald) Maryellen J. Lewis, ex officio ref:7/07/92,mbnpcom.lst,committe\mbnhp,OOOO,ca �MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 5171353-5038 Fax: 517/336-1327 A11 aiiUuu:e to proltWI~ giving, vobuueering tuul• SJro11g, ~ffective IIO"Profil sec:tor in MicltigtUL MNF Program Committee Roster Herbert Y amanishi, Committee Chair Thomas M . Bernthal Betty Boone Joyce A. Brown GaleR Colwell David Gad-Harf Steven L. Johns-Boehme Beverly A. McDonald Beverley L . McDonald Judith A. Rapanos Anne W. Rosewarne Frances L. Ryan Paul R Willliams Barbara Young Maryellen J. Lewis, ex officio ref:5n.8192,prgCOJDJD.lst.cm\prg,OOOO �MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICIDGAN 48824-1022 Phone: 517/353-5038 Fu: 5171336-1327 MNF Public Policy Committee Roster Edward 0 .Blews, Committee Chair N . Charles Anderson Richard H. Austin Joyce A Brown Charles W. Butler James I. Duderstadt Kenneth Gruber Robert E. Ivory Dorothy A Johnson Constance P. Julius Gerard Keidel Justin P. King Sr. Monica Kostielney Barbara Kratchrnan Clyde LeTarte Lillian Mason Beverley L. McDonald Caryn Nessel Linda Patterson MaryAnn Pierce Anne Rosewarne Kathleen Straus Jeanne Vogt Maryellen I. Lewis, ex officio ref:3/26/92,publpol.lst,cm\pp.OOOO �MICIDGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICIDGAN 48824-1022 Phone: 517/353-5038 Fax: 5171336-1327 An aJJi4nce to promote giving, lloburleering tuUI • strong, effectiw nonprofll sector in Miclrigan. 1992-93 Program Committee Grantmaken/Grantseeken Seminar V Helen C. Philpott, Co-Chair Diana R. Sieger, Co-Chair N. Charles Anderson Susan Bolhouse Suzanne Feurt Charles A. Infante Kenneth C. Isherwood Constance P . Julius Ethel Kage Sandra G. Katt Gene Keilitz JohnS . Lore Wesley McGavick Sylvia McNamey Daniel Moore Doretha Mortimore Colette Murray Barbara Owens Dianne Bostic Robinson Glenn R Stevens S. Mark Terman Patricia R. Waxweiler Lawrence Wells Sr. Jacqueline A. Wetherholt Pamela Wong Maryellen J. Lewis, ex-officio n:f:20824 ,gg5pgcm2.lst,com\ggs,cw �MICIDGAN NONPROFIT FORUM 34 KEJJ.OGG CENTER EAST LANSING, 1\.fiCHIGAN 48824-1022 Phone: 5171353-5038 Fax: 517/336-1327 Campaiw for Voluntarism Coorsiinatin~ Committee Diana Algra Executive Director MI Community Service Comm. 111 S. Capitol Bldg. P.O. Box 30013 Lansing, MI 48909 517/335- 1013 N. Charles Anderson President Council of Michigan Urban Leagues 208 Mack Avenue Detroit, MI 48201 313/832-4600 Janet Blanchard, Co-Chair Former First Lady State of Michigan P .O. Box 888 Bloomfield Hills, MI 48303 Edward 0. Blews President Assn. of Independent Colleges and Universities of Michigan 650 Michigan National Tower Lansing, MI 48933 517/372-9160 James Barrett President Michigan Chamber of Commerce 600 S. Walnut Lansing, MI 48933 517/371-2100 Betty Boone Interim Executive Director Michigan Council for Arts & Cultural Affairs 1200 Sixth Avenue, Suite 1180 Detroit, MI 48226 313/256-3735 Joan Bauer President State Council of Junior Leagues 1821 Moore's River Drive Lansing, MI 48910 517/334-2292 Barbara Bradford Volunteer Services Director Michigan Dept. of Social Services P. O. Box 30037 Lansing, MI 48909 517/373-9210 Thomas Bemthal Executive Director Michigan Community College Assn. 2100 Michigan National Tower Lansing, MI 48933 517/372-4350 Carl Breeding President NAACP of Michigan P.O. Box 361 1124 W. Milwaukee Jackson, MI 49204 5171784-3036 ... �Julie Busch Executive Director Michigan Campus Compact Michigan State University 30 Kellogg Center East Lansing, MI 48824 517/353-9393 Janet Clark RSVP Director Greater Lansing VAC 6035 Executive Drive #105 I.ansing, M1 48911 517/887-8004 Gale Colwell Charles W. Butler Chair, Council of National Black Churches and Pastor New Calvary Baptist Church 3975 Concord Avenue Detroit, MI 48207 313/923-1600 Chair, Michigan League for Human Services Executive Director The Community House 380 S. Bates Street Birmingham, MI 480('1} 313/644-5832 Michelle Engler, Co-Chair First Lady State of Michigan P.O. Box 30013 Lansing, MI 48909 517/335-7803 Mary Cady President Michigan Assn. of Volunteer Administraton 2029-C S. Elms Road Swartz Creek, MI 48473 313/230-0244 Terry Foster President Ann Arbor Area Foundation 121 W. Washington, Suite 400 Ann Arbor, MI 41324 313/663-0401 Lynette Campbell Director Neighborhood Assns. of Michigan 835 W . Genessee Lansing, MI 48915 517/485-4200 Frank Garrison President AFL-CIO 419 S. Washington Blvd. Lansing, MI 48901 517/487-5966 Aaron Cantrell Executive Director Voluntary Action Center of Greater Kalamazoo 7{'1}-A Westnedge Kalamazoo, MI 49007 616/382-8350 Eaine Gordon Coordinator Partnerships for Education P.O. Box 30008 Lansing, MI 48909 517/ 373-1809 2 ... �David Gross President Michigan PTA 1011 N. Washington I .ansing, Ml 48906 517/485-4345 Frank Judge Retired Ford Motor Company 1005 Yorkshire Grosse Pointe, MI 48230 313/884-0613 Philip Guyeskl:y Executive Director Michigan State Chamber Foundation 600 S. Walnut Lansing,MI 48933 517/371-2100 Constance P. Julius Director/Telecommunications Michigan Community College Assn. 2100 Michigan National Tower Wsing, Ml 48933 517/372-4350 Charles Infante Contributions Director The Dow Chemical Company Willard H. Dow Center Midland, MI 48674 517/636-3620 Ethel A. Kage Associate/Volunteer Connection Voluntary Action Center of Kent Co. 500 Commerce Building Grand Rapids, Ml 49503 616/459-6281 --- J Edward L. Kastner Executive Director Detroit Executive Service Corps 3011 W. Grand Blvd., #319 Detroit, MI 48204 313/871-0044 William Ives Past Director Rotary Clubs International c/o Rose Exterminator P.O. Box 309 Troy, MI 48099 313/588-7005 Gerard Keidel Executive Director Michigan Assn. of School Administrators 421 W. K.alamazoo Lansing, MI 48933 517/371-5250 Robert E. Ivory President United Way of Michigan 300 N. Washington Sq., #405 Lansing, MI 48933 517/371-4360 Steven Johns-Boehme Executive Coordinator Michigan Ecumenical Forum 809 Center Street Lansing, MI 48906 517/485-4395 Mary E. Kennedy Chair, Ml Corporate Volunteer Council Second Vice President National Bank of Detroit 611 Woodward Avenue, #64 Detroit, MI 48226 313/225-4184 3 ..... �Justin P. King Executive Director Michigan Assn. of School Boards 421 W. Kalamaroo I ansing, MI 48933 517/371-5700 Doretba E. Mortimore NSFRE President/Capitol Area Ch. Assoc. VP/Dir. of Development MSU Development Program 4700 E. Hagadorn, Suite 220 East lansing, MI 48823 517/355-8257 Sr. Monica Kostielney Executive Vice President Michigan Catholic Conference 505 N. Capitol A venue Lansing, MI 48933 517/372-9310 Richard Njus President Michigan School Volunteer Program Central Elementary School 4406 N. Okemos Road Okemos, MI 48864 517/349-4440 Maryellen I. Lewis, ex officio Executive Director Michigan Nonprofit Forum 34 Kellogg Center East Lansing, MI 48824-1022 517/353-5038 Frances Parker President League of Women Voters of Michigan 200 Museum Drive, /1202 lansing, MI 48933 517/484-5383 Beverley L. McDonald Executive Director Michigan League for Human Services 300 N . Washington Square, Ste. 401 Lansing, MI 48933 517/487-5436 Helen C. Philpott Chair Community Foundation of Greater Flint 1212 Woodlawn Park Drive Aint, MI 48503 313/239-8768 Beverly A. McDonald, R.D.H. Past President Michigan Dental Hygienist Assn. North Oakland Dental Center 35 S. Johnson, Suite 2A Pontiac, MI 48346 313/333-2424 Sharon Radtke Chairperson Volunteer Centers of Michigan Executive Director Greater Lansing VAC 6035 Executive Drive, #105 Lansing, MI 48911 517/887-8004 James McHale Program Associate Council of Michigan Foundations One South Harbor Avenue P.O. Box 599 Grand Haven, MI 49417 616/842-7080 Gov. George Romney 1840 E. Valley Road Bloomfield Hills, MI 48013 313/642-5011 4 ... �Cynthia Scherer Youth Engaged in Service MI Community Service Commission P.O. Box 30015 J.ansing, MI 48909 517/335-4295 S. Mark Terman NSFRE Pres./W. Michigan Ch. Executive Director library of Michigan Foundation P.O. Box 30159 I ;msing, MI 48909 517/373-1297 Lester H. Schick 4-H Youth Agent Cooperative Extension Service 635 Ottawa Muskegon, MI 49442 616/724-6361 Octavia Vaughn Director Michigan Super Hub - COOL c/o Michigan Campus Compact 32 Kellogg Center ~tlansing,MI 48824 517/353-9393 Trabian Shorten Youth Engaged in Service MI Community Service Commission P.O. Box 30015 Lansing, MI 48909 517/335-4295 James Votruba Vice Provost ofUniv. Outreach Michigan State University ~t Lansing, MI 48824 517/353-8977 Glenn R. Stevens Executive Director Presidents Council, State Universities of MI 230 N. Washington Sq., #302 Lansing, MI 48933 517/482-1563 Patricia R. Waxweiler NSFRE Pres./Mid-Michigan Ch. Director of Development Genesee Substance Abuse Services 1101 Beach Street Flint, MI 48502 313/257-3201 Jacqueline D. Taylor VP/Research, Planning & Dev. Lansing Community College P.O. Box 40010 Lansing, MI 48901 517/483-1963 Jacquie A. Wetherholt NSFRE Pres./Michigan Ch. Director of Development/Grants St. John Health Corporation 22101 Morass Road Detroit, MI 48226 313/343-7483 Michael Tate Assistant Director Cooperative Extension Michigan State University East Lansing, MI 48824 517/355-0180 Darryl White Director Voluntary Action Center of Midland 220 W. Main St., Ste. 103 Midland, MI 48640 517/631-7660 s t .' �Billie Wimmer Executive Director MI Asn/Non-Public Schools 505 N. Capitol Lansing, MI 48933 517/372-9310 Herbert Yamanishi Executive Director Michigan Community Action Agency Association 106 W. Allegan, #451 Lansing, MI 48933 517/484-1353 Leonard M. Young Secretary, Michigan Ecumenical Forum Region President RLDS Church 300 S. Mission Mt. Pleasant, MI 48804 517/m-6916 ref:mvc20514.lat.conunine\mvcc:oord\6300 ,mjt 6 .. �MICIDGAN NONPROFIT FORUM 34 KELlOGG CENTER EAST LANSING, MICHIGAN 48824-1021 Phone: 5171353-5038 Fax: 51713~1327 Tu Incentive Study Tuk Force Robert E. Ivory, Co-Chair President United Way of Michigan 300 N . Washington, Ste. 405 Lansing, MI 48901 (517)3714360, Fax: 371-4546 Dorothy A. Johnson, Co-Chair President Council of Michigan Foundations One South Harbor Ave., Ste 3 Grand Haven, MI 49417 (616)842-7080, Fax 842- 1760 Mr. Robert Berning President Capital Area United Way 300 N . Washington, Suite 201 Lansing, MI 48933 (517)372-5880, Fax 3714546 Mr. Edward 0. Blews President ACIUM 650 Michigan National Tower Lansing, MI 48933 (517)372-9160, Fax 372-9165 Ms. Betty Boone Interim Director MI Council for the Arts & Cultural Affairs 1200 Sixth Avenue, Ste. 1180 Detroit, MI 48226 (313)256-3731 , Fax 256-3781 Dr. Richard T . Cole Blue Cross/Blue Shield 600 Lafayette East Detroit, MI 48226 (313)225-9000, Fax 225-6764 Ms. Suzanne L. Feun Program Officer Charles Stewan Mott Foundation 1200 Mott Foundation Building Flint, MI 48502-1851 (313)238-5651 , Fax 766-1753 Mr. David S. Haynes Public Affairs Associates, Inc. 600 W. Shiawassee St. Lansing, MI 48933 (517)371-3800 Dr. John E. Hopkins Executive Director Kalamazoo Foundation 151 South Rose Street, Ste. 332 Kalamazoo, MI 49007 (616)3814416, Fax 381-3146 Maryellen 1. Lewis Executive Director Michigan Nonprofit Forum 34 Kellogg Center East Lansing, MI 48824-1022 (517)353-5038, Fax 336-1327 �Mr. Matthew E. Mclogan Vice President/University Relations Grand Valley State University Allendale, MI 49501 (616)895-2190, Fax 895-3503 Mr. Peter RemingtOn Vice President of Development University of Detroit Mercy 4001 W. McNichols Detroit, MI 48221 (313)993-1000, Fax 993-6288 Mr. Herbert Yamanishi Executive Director MI Community Action Agency Asn 106 W. Allegan, #451 Lansing, MI 48933 (517)484-1353, Fax 484-1380 rcf:7/ 13192,tax2071S .n»,cmlpublpol ....' � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Executive-Committee_1992-09-23_MNF-Committee-Lists Title A name given to the resource Michigan Nonprofit Forum 1992-09-23_executive committee MNF committee lists Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum. Executive Committee Description An account of the resource Michigan Nonprofit Forum 1992-09-23_executive committee MNF committee lists. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49705 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-09-23 https://digitalcollections.library.gvsu.edu/files/original/614e1915e792c6743e12643c086cd4f7.pdf 00a001fe7283c2d332e52e492fc224df PDF Text Text MICHIGAN NONPROFIT FORUM 34 KELLOGG CENTER EAST LANSING, MICHIGAN 48824-1022 Phone: 517/353-5038 Fax: 517/336-1327 An alliance to promoti giving, volunteering and a strong, effective nonprofit sector in Michigan. V [DRAFT] Minutes of the Executive Committee Meeting July 14, 1992--9:30 to 2:00 (Kellogg Center, Red Cedar B, East Lansing, MI) Members Present: Edward O. Blews, Jr. Robert E. Ivory Maryellen J. Lewis Russell G. Mawby Beverley L. McDonald Helen C. Philpott George G. Romney Glenn R. Stevens Herbert Yamanishi Guests: David O. Egner Joel Orosz Staff Present: Donna M. Clarke Carrie A. Weaver 1. Welcome and Call to Order: With the Chair present, the meeting was called to order at 9:45 p.m. 2. Review of the Minutes: The committee reviewed and approved the minutes from the July 14, 1992 Executive Committee meeting. 3. Report of the Chairman: R. Mawby stressed the significant strides MNF has made since the Priorities were adopted in December 1991. MNF has successfully become a broad sector-wide alliance by identifying common areas of interest and concern through collective reflection and action. MNF has adopted clear directions and priorities for implementing its mission and has launched a number of significant initiatives including the first Public Policy Summit, Grantmakers/Grantseekers IV and the Year of the Volunteer. MNF has received an official ruling from the IRS granting MNF preliminary status through 1995, at which time the status will be reviewed. �Concurrently, MNF has "gone public" with its membership campaign, and now has over 100 members. Quite an achievement, when no one could make a prediction six months ago. MNF has also begun to diversify its funding base, with small grants and contributions from Dow, the Gerstecker Foundation, the Mott Foundation, the National Council of Nonprofit Associations, Detroit Edison, all four chapters of the NSFRE, the Michigan Campus Compact, as Veil as many individuals. As MNF moves into its third year the real challenges still lie ahead. How can MNF truly become a voice for the nonprofit sector? How can MNF truly become a hub of information on the sector? How can MNF achieve its potential as a convener, a catalyst for constructive dialogue and action in the sector? How can trustees achieve confidence and stability in the future funding base. These are the crucial questions MNF must answer during this upcoming year. 4. Report of the Executive Director: M. Lewis noted MNF is narrowing in on top priorities and defining its niche. In the long run, MNF's challenge will be to maintain a leadership role as a catalyst for thoughtful discussion and action. MNF has not been designed to operate programs long-term. Instead, it has the capacity to nurture ideas and then pass them on to partners who can operate them within their mission. Accordingly, MNF has begun to redefine its role in relation to several initiatives. With the Campaign for Voluntarism, MNF has a key, continuing leadership role but has worked systematically to spin off the more specific efforts without MNF serving as the middleman. For example, MNF staff, in discussions with the media, potential funders and Campaign co-chairs, brought to the Volunteer Centers of Michigan (VCM) a plan for a statewide (800) number for volunteerism, and assisted in the development of proposals to support a new VCM staff person to run it. MNF has also proposed to VCM (not yet confirmed) that, with the help of their new staff person, they begin to serve as the "Campaign Headquarters/ the referral center for all the statewide organizations participating in the Campaign; and that MNF include a Campaign Update insert in our newsletter, prepared by VCM and cooperating members of the Campaign. MNF's role now is to coordinate local summits around the state where Governor Romney will meet with top leadership for promoting volunteering and starting volunteer centers. Those local leadership coalitions will become ongoing contacts for MNF's work to promote understanding and support of the voluntary sector in Michigan (a strategy first described in MNF's original proposal to the W.K. Kellogg Foundation.) In addition, MNF will continue to alert its cooperating networks about these emerging local initiatives, so that they can alert their members to be of assistance. For example, as a result of their participation in the Campaign, the Michigan NSFRE chapters are working with the VCM as mentors in the area of fundraising and the MASB is working with the VCM to support and encourage K-12 student volunteerism. �MNF is also continuing to work to make top quality, low cost technical assistant available to all nonprofits. At the December 17, 1991 meeting, Trustees authorized M. Lewis to seek an independent mechanism to carry out the supervision of this project, since other priorities require the bulk of staff time. While the first meeting in June was not well-attended because the sponsoring organization didn't get the word out, MNF is circulating information regarding a second meeting in August and a third in October. The list of interested organizations now comprises over 360 names. MNF is working to compile a directory which should be available in the fall. MNF has also fostered and facilitated research efforts in the state. On December 10, MNF will co-host a nonprofit research conference with the Nonprofit Michigan Project at MSU and Wayne State University. The conference will be the first of its kind in Michigan and will draw upon national and Canadian speakers. MNF will continue its role as disseminator and catalyst for the research agenda. MNF also collaborated with the Institute for Public Policy and Social Research to incorporate questions on volunteerism in their statewide telephone survey. This unique Michigan data (based on questions developed by the Independent Sector) will provide the first baseline snapshot of patterns of volunteering in this state. Over the past year, Trustee's also saw the need for concrete products and outcomes to clarify MNF: MNF now has these products: - a series of issues papers and tapes, with more currently in the works a technical assistance resource directory, currently being converted to disk a directory of higher education programs in MI, currently in survey form Summit I paper & tapes (currently working on dissemination strategy) Further, MNF's clearinghouse function continues to grow. MNF receives on average 12-14 calls per week ranging from the media, students, technical assistance needs and individuals starting up nonprofits. MNF assists individuals when able, and makes referrals to the appropriate agency in other cases. MNF's committee meetings now also function as seminars, in order to be a resource for members. The April Board of Trustees' meeting focused on the Cooley Law Clinic and the recent Public Policy Committee meeting focused on nonprofit legal issues in Michigan. Future meetings will focus on nonprofit advocacy in other states and discussions of the White Paper. During this third year, MNF must continue to strengthen its tools and capacity to do its work within its resources. MNF will continue to rely on project-oriented interns for assistance and will continue to depend its unique database for the dissemination of information. 5. Schedule of Meeting Dates through 12/93: The next meeting of the Executive Committee is Wednesday, September 23. After discussion, the committee agreed to the following dates for the 1993 Executive Committee meetings: �January 18, 1993 April 29, 1993 July 13, 1993 October 28, 1993 Monday Thursday Tuesday Thursday The 1993 Spring Board of Trustees meeting is May 13 at the Hyatt Regency, Dearborn. The 1993 Fall Board of Trustees meeting was tentatively set for Thursday, November 11, to be held in Lansing. v 6. Report of the Finance Committee: R. Ivory reviewed MNF's Annual Financial Statement for the period ending June 30, 1992. In MNF's second year of operation, programs became more fully operational, especially in the second two quarters. MNF is now fully staffed, although the secretarial and two intern positions were open during several fall and winter months. The shortfall in Grantmakers/Grantseekers Seminar (GGS) registration - down from 1260 in 1991 to 750 in 1992 - skewed both revenues and expenses, in ways that are explained below. On balance, the year clarified MNF's actual operating costs, using the last two quarters as the mark (adjusting for the GGS anomaly). The year also demonstrated that several non-grant income sources can reasonably be depended on as partial support for MNF's work: contributions, memberships and program fees (although the latter is not a source of excess revenues, but promises to make some programs largely self-supporting). These insights serve as the basis for the PROPOSED 1992-93 Budget. Revenues. Revenues were down $19,450, largely because of the GGS shortfall and reduced interest rates. Planning for the shortfall was extremely difficult, since nearly $109.000 (40%) of total revenues came in during the last quarter, including $32,695 of GGS fees and $24,200 in contributions and memberships (some of which we were required to defer to 1992-93). Simultaneously, GGS costs were reduced by in-kind contributions by MNF's collaborating organizations: Henry Ford Health System picked up the costs of Jerry Panas1 presentations; the W.K. Kellogg Foundation covered costs of Marian Wright Edelman and the Evaluation panel, as well as the design and printing of the postcard and brochure; Dow Chemical picked up some of the costs of the Year of the Volunteer session; and the Mott Foundation picked up all costs of the Alliance for Justice workshop. Expenses. Expenses in the last quarter were somewhat unpredictable, due to the projected GGS shortfall and efforts to (1) reduce GGS costs by securing in-kind assistance, while also attempting to (2) increase attendance by augmenting marketing and PR, incurring unplanned GGS costs of Office Operations. Overspending in Office Operations occurred in copying, postage and supplies, related entirely to GGS. �Underspending: In addition to GGS savings due to in-kind contributions (described above), the Hyatt Regency halved room rates for staff and, due to irregularities in service, eliminated the $3500 conference fee. Because of the registration shortfall, meal costs were also down $10,000. No luncheon program was originally planned, resulting in a budget savings of $2500 (speakers fee & expenses and sound system/AV). In addition, savings were realized from projected expenses in these areas: Directors & Officers Liability Insurance ($2500 below the ballpark estimate using member organizations as comparison); $3313 in Evaluation Services (restricted under the Kellogg grant, therefore included in the budget for 1992-93); and $22,057 in salaries and benefits. The latter savings was due to several factors: the secretarial and two intern positions were unfilled during some fall and winter months; some fringe benefits remained inactive for part of the year; and no salaries were increased during FY91-92. To achieve a stable cash flow after the Kellogg Grant ends in Year 4 (1993-94) - after which MNF will not have the luxury of starting its fiscal year with most revenues in hand ~ the Finance Committee reaffirmed its recommendation of the standard nonprofit goal of a three month operating reserve. Toward this goal, $14,000 were allocated to the reserve in 1990-91, and this year's proposed allocation brings the reserve up to approximately 7 weeks of operation. After review and discussion, the committee unanimously approved the 1991-92 financial statement as presented. R. Ivory also reviewed several revisions for 1992-93 revenues and expenditures based on the actual 1991-92 revenues and expenditures. Under income, contributions and dues were increased based on the success of MNF's membership campaign to date. Under expenditures, contract services were revised upward because MNF will be bringing in several outside program speakers. Office Operations was revised to more accurately reflect actual operations costs. Finally, meeting costs were revised to reflect actual costs now that MNF's programs are more fully operational. After discussion, the committee unanimously approved the revisions to the 1992-93 revenues and expenditures. R. Ivory reviewed the personnel guide revisions. Short-term disability compensation was revised so as to be available to full-time employees after completing their probationary period. Language was added to clarify that the probationary period for all staff is ninety days. A description of student intern responsibilities was added to the personnel guide indicating that student interns may on occasion work for more than 30 hours/wk, but shall not be considered full-time employees, thus they do not qualify for benefits (other than those legally required). Performance and grievance review procedures have also been added. Additionally, staff will review the sections of the guide which relate to employment at will and discharge for cause to see if they are in conflict. Staff will also consult with an �employment specialist to determine if exempt employees qualify for compensatory time. R. Ivory pointed that the United Ways have become more sensitive to the board's responsibility to review CEO expenses. After discussion, the committee designated the chair of the Audit Committee to review the expenses of the Executive Director a commonly-accepted oversight practice.. Further the committee agreed an outside attorney should review the entire* procedures manual prior to final approval at the next Executive Committee meeting. 7. Report of the Audit Committee: G. Stevens reported the committee has met with the auditor in preparation for the 1991-92 audit. Draft report should be available for the September meeting, with the final report complete for the October Board of Trustees meeting. 8. Report of the Membership and Nominating Committee: M. Lewis reported for membership committee chair, D. Johnson. The membership committee will meet on July 22 to review the current strategy for targeting potential Network Associates. At that time the committee will review current membership categories and benefits. The committee will also review the potential Network Associate contact lists which have been divided among trustees. The committee will develop boilerplate language for Trustee contact letters and forms for Trustees to use to report on their contacts to MNF. The committee expects to mail Trustee contact lists with campaign materials and timetable by the end of the month. Trustees will have until mid-September to make written contacts and follow with phone calls. 9. Report of the Grantmakers/Grantseckers Committee: H. Philpott reported on Grantmakers/Grantseekers IV. She noted that Grantmakers/Grantseekers IV attendance was 750, down from 1265 at GGffl. While no single cause can be targeted for the decrease, it appears that much of the drop off was due to recession-induced budget restrictions and to the scheduling of the conference in relation to the Easter and Passover holidays. She also noted that the true test for attendance will come with GGV. H. Philpott reported the response to GGW was excellent. Marian Wright Edelman was obviously a huge success. The session on evaluation and accountability was standing room only, evidence of the overwhelming interest in this area. H. Philpott commended E. Blews on his outstanding luncheon presentation on state issues. The program committee will certainly continue to focus on sessions which relate to advocacy and public policy. The first meeting of the full GGS Program Committee is August 26. 10. Report of the Joint Program and Public Policy Committees: E. Blews updated the committee on the follow-up to MNF's first Summit. The Summit Issue Paper will be available soon. The Summit discussion has been transcribed and E. Blews is working on finalizing the introduction, with prefatory remarks by R. Mawby. �M. Lewis is working with Lawrence Technological University on the editing of the videotapes. They are expecting a fall release with the length depending heavily on budget. Dissemination will begin once the tape is finished. At that time, arrangements will also be made for the luncheon for legislators at or near the state capitol. The committee agreed that with the upcoming election it may be more productive to hold the luncheon after the election. v E. Blews also reported that after much discussion, the joint Program and Public Policy committees recommends the development of a year-long process of issues discussions leading to a single full Summit, rather than two summits annually, as originally planned. The primary concern behind the modification focused on the stature and importance of the event, which likely would be diluted by greater frequency. E. Blews used a topographical analogy to describe the committee vision of a series of statewide roundtable discussions serving as foothills leading up to the full Summit as the peak of MNF's efforts, with the downslope consisting of the statewide dissemination process. The Executive Committee concurred and unanimously approved the recommendation of a single Summit. E. Blews then reported on the development of the White Paper. Janne Gallagher is currently drafting the first draft of the Independent Sector's White Paper, which she expects to complete by mid-July. She will also write an issue/reflection piece for review by the MNF White Paper sub-committee in August. The draft of the MNF White Paper should then be available for review by these committees at their October meeting, for recommendation to the Board at the October 12 Annual Meeting and subsequent circulation, discussion and hearings. E. Blews conveyed the joint committees recommendation that MNF elect to come under the 1976 lobby law. The IRS limits the amount of lobbying 501(c)(3) public charities may engage in. All 501(c)(3) organizations are subject to the vague "insubstantial part" test, unless they elect to come under the section 501(h) "expenditure test". The expenditure test sets specific dollar limits calculated as a percentage of an organization's total budget for the year. The generous 1976 lobby law also defines the activities which count against these limits. Sanctions regarding violation are also much more lenient on those who elect. Election is a simple process under the 1976 law. Once a nonprofit's governing body decides to be governed by the expenditure test, an authorized officer or trustee signs the one-page IRS Form 5768. Election is retroactive to the beginning of the tax year in which it is filed. The nonprofit automatically continues under the provision of the 1976 law unless it chooses to revoke that election. After discussion the committee unanimously approved the recommendation to elect to come under the section 501(h) expenditure test. Staff will handle the appropriate filing requirements. �E. Blews concluded his report by updating the committee on the status of H.R. 11 which would extend the exemption of appreciated property from the alternative minimum tax (AMT) through December 31, 1993. The legislation was recently passed by the full House and now awaits Senate approval. The legislation would also expand the exemption to include stocks, bonds, real estate and artwork. The full House is expected to take action on H.R. 11 on July 1, 1992. In light of the short window of o)»portunity for action, the committee unanimously approved a motion to re-affirm MNF's prior support of extending this tax exclusion and urging that the exclusion be made permanent. On behalf of the joint committees E. Blews recommended to the committee that the Executive Director send a letter to Michigan's Senators urging their support on H.R. 11. Further, the committee recommends MNF to also contact and encourage MNF trustees to take action on behalf of this legislation, either personally or on behalf of their organizations. After discussion, the committee unanimously approved the recommendation that the Executive Director contact Michigan's Senator, especially Senator Riegle, urging their support of the H.R. 11 and the permanent extension of the appreciated property from the alternative minimum tax. 11. Report of the Tax Credit Subcommittee: B. Ivory reported on the development of the MNF task force appointed to review tax incentives for nonprofits. The Task Force has been convened to guide a study of tax incentives which may be useful to the Michigan Department of Treasury, which is required to submit such a study to the legislature by June 30, 1993. R. Ivory noted that the role of the Task Force will be to provide direction for the study, by soliciting broad-based input from the nonprofit sector, and to advise on the final report and recommendations. The first meeting of the task force will be on July 22. The task force intends to produce a discussion paper, so that the committee can consider the rationales supporting various tax credit policies. Committee members will also begin to meet with members of the nonprofit community to garner their input and participation in this exploration, toward a broader understanding and consensus on final recommendations. And finally, the committee will begin to lay groundwork for dissemination of the eventual recommendations and rationale to key legislators, to inform the debate and clarify the consequences of tax policy options. 12. Luncheon Presentation on the Michigan Year of the Volunteer: Governor Romney gave Trustees an update on the fast-moving national scene and activities in the state of Michigan. He described the Campaign's shift from statewide dialogue to local strategies, and mentioned a few of the communities he and MNF are working with to assist leadership coalitions to develop comprehensive and sustained strategies to support volunteering to address serious social problems. He also urged every trustee, through their organizations, to alert their constituencies to the importance of this effort and urge them to get involved. �14. Presentation by MNF's outside evaluator: Dr. Christopher Clark, Professor at Michigan State University, presented his outside evaluation of the Michigan Nonprofit Forum (appended). The evaluation, as approved by the W.K. Kellogg Foundation, concentrated on those persons and organizations who have been most directly involved in MNF's work (such as trustees, committee members, and persons who attended the Summit, for example). He briefly described his third-year evaluation, which will widen the circles of discussion to those who may not be directly involved but who are impacted by MNF's work. After»some discussion, the board accepted his report. rcf:exc20714. min.cm/exc ,0100 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_MNF_Executive-Committee_1992-09-23_Minutes Title A name given to the resource Michigan Nonprofit Forum 1992-09-23 executive committee minutes Creator An entity primarily responsible for making the resource Michigan Nonprofit Forum. Executive Committee Description An account of the resource Michigan Nonprofit Forum 1992-09-23 executive committee minutes. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49704 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1992-09-23