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                    <text>ConnectMichigan Alliance Luncheon
Line by Line
Tuesday, June 5, 2001
Pinnacle Room
A.mway Grand Plaza
Grand Rapids, Michigan
I l :30 a.m. to I :30 p.m.

yo
11:20 -ll:Wa.m.

Arrival of guests
Staff (see listing attached) will be positioned outside the hallway
and in the lower lobby to greet guests and usher them to the
elevator and up to the Pinnacle Room.

11

~- 11 :!: a.m.

so

Mingling of guests in Pinnacle Room while being seated
The Governor, First Lady, Ambassador Secchia and Diana
Sieger will all be assigned to separate tables with the Governor
and First Lady seated at the tables nearest to the podium. All
other seating is unassigned .

53

II :;Kf- 11 ~a.m.

Introduction of First Lady by Ambassador Secchia
Ambassador Secchia steps up to the podiU111, acknowledges the
Governor, guests and introduces the First Lady.

5',
ll:oB"-

ll·'tA
~ 8'rtltr-

Welcome by MicheUe Engler
Mrs. Engler steps up to the podiwn and offers welcoming
remarks (remarks drafted May 31 , 2001 and sent to Res. and to
Maria 0 .)

1/:rt&gt;

I~:J5

~-~p.m.

IJ:3S·I~ :JB

&amp;.J.o.ll- 12:28 p.m.

Lunch is served (informal mixing as time permits)
Lw1ch will be served promptly at ~("SQ IUR. The Governor,
First Lady and other volunteers can mingle with guests at their
table and other tables as the completed service items are
removed from place settings.

Introduction of Video Presentation by Kyle CaldweiJ
To gather everyone back to order and begin the formal portion of
the program, Kyle Caldwell will take the podium and introduce
the video.

�/}!!!

IJ:'ft'

~-~p.m.

ConnectMichigan Alliance Video Presentation
Staff will begin the video.

1;:vs
~

t;:'fa
l~1J8

p.m.

Introduction of Governor Engler by Mrs. Engler

At the conclusion of the video, Mrs. Engler will take the
podium and introduce the Governor.
t.J:'I!c

J;:.Je

~- ~p.m.

Governor's Remarks on the ConnectMichigan Alliance
Governor Engler takes the podimn and introduces the need for
the support ofthe guests for the ConnectMichigan AJ!iance
Campaign (draft remarks sent to the Res. and Judy P. on May 3 l ,
2001.)

I.J!SA

I :oo

~ ~ p.m.

Introduction of Ambassador Secchia by Mrs. Engler
Governor Engler steps away from the podium while Mrs. Engler
retakes the podiwn. Mrs. Engler delivers introduction of
Ambassador Secchia and asks that he give his view on the local
potential impact of the ConnectMichigan AJiiance on Grand
Rapids.

1:co
U•48

/:to
l2.58J'uM.

Ambassador Secchia on the ConnectMichigan Alliance
Ambassador Secchia speaks on the local potential for the
ConnectMichigan AJliance and how important volunteers are to
the health of a community.

I:JO
&lt;1:2.58

/:/,._
1.86 p:m.

Introduction of Diana Sieger by Peter Secchia
Ambassador Secchia ends his remarks with an introduction of
Diana Sieger.

Diana Sieger remarks on the ConnectMichigan Alliance
(local connection to community)
Ms. Sieger delivers her remarks on the need for support of local
volunteers (from the Community Foundation ' s perspective) and
the impact the ConnectMichigan AJliance can have on the
overall health of the Grand Rapids Community.

1:/~-I:)J...
1.11 p

ol.~

lill.

Closing remarks by Mrs. Engler (end of formal program)
Mrs. Engler takes the podium and delivers brief closing remarks,
thanks guest for attending, and encourages guests to talk with the
volunteers in the room on the ConnectMichigan AJiiance (draft
remarks sent May 31 , 200 I).

�Mixing with guests and departures

Volunteers and staff mingle with guests.

Notes:
Staff will convene with volunteers to debrief on the event at 2:00 p.m.
Staff Available
Anne Mervenne, Chief of Staff, First Lady of Michigan
Kyle Caldwell, Executive Director, Michigan Community Service Commission
Sam Singh, President &amp; CEO, Michigan Nonprofit Association
Tom Monaghan, Chairman, Monaghan and Associates--Council to CMA Campaign
Tim Swope, Fund Development, Michigan Nonprofit Association
Mary Estrada, Executive Secretary, Michigan Community Service Commission

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                    <text>_.,

Governor and Mrs. ]oh11 E11gler
cordi11lly i11vite you to attwd a lwtcheoll
illtroduciltg the cowtectMichtgmt Allimrce
Tuesd11y, }wre 5,

2001

11 :30 11.11'1. - 1 :30 y.111.
Pillllt1cle

RVOIII
Tire AlllWt1J Grmtd Pli1ZI1
Gm11d Rt1yids, Michtgt111

RSVP

by M 11J

22 '"

(517) 335-4-0-H

1

Bu.si11ess Attirl

�</text>
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Service Commission

~~

To:

Janice Harvey

From:

Fax:

517-335-6789

Pages: 16 pages including cover

Kyle Caldwell

Phone: 517-404-9775

Date:

6/4/01

Re:

CC:

Anne Mervenne

CMA Luncheon June 5, 2001

x Urgent

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• Attached you will find the mater schedule and draft remarks for the ConnectMichigan
Alliance Luncheon in Grand Rapids tomorrow. I will be on the road until late this afternoon
and in the office until late this evening. If anyone needs to get in touch with me they can
call my cell phone at 517-404-9775. Thanks. Kyle

�</text>
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                    <text>Michigan Community
Service Commission

To:

Michelle Engler

From:

Kyle Caldwell

Pages: 2
Phone: 517-404-9775

Date:

6/4/01

Re:

CC:

Anne Mervenne

ConnectMichigan Alliance Luncheon

x Urgent

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• Michelle,

Sorry that I wasn't reachable yesterday. I was calling in from the W.K. Kellogg Foundation
to discuss Michigan's Service-Learning with Chris Kwak.
Regarding the Grand Rapids Service Corps and Judy Hooker, the GRSC was in a difficult
position 12-18 months ago when the management of the program fell apart and was unable
to effectively administer the AmeriCorps program. They decided to step away from the
AmeriCorps program and the larger corps model to reflect on what the program should be in
the future and how to sustain it.
In our dealings with the program staff, we worked to ensure that the program could close
out their program and take efforts to ensure that corps members were able to complete
their terms of service and receive their education awards. The AmeriCorps program has
been closed out for over a year.
Since that time, the GRSC has merged with the YMCA of Grand Rapids to build a ServiceLearning program that focuses on the 5,000 youth currently involved in after-school
programs in the Y's seven branches in Kent County. This model uses the "Corps members"
to operate summer school service-learning programs and during the school year, staff will
provide Service-Learning professional development training for the YMCA staff who have
contact with children the YMCA serves.
I was present at their launch two weeks ago. Judy was there along with several other
original GRSC board members. Diana Sieger was also present. We discussed the
possibility of the connection between the new GRSC and the ConnectMichigan Alliance.
She agreed that she would discuss the potential connection in her remarks at the luncheon
tomorrow and it will be reinforcing for you to speak on the potential connection between
the Alliance and the YMCA Service-Learning Program.

�June4, 2001

I have requested that Toyin (Executive Director of the GRSC) bring brochures describing the
program that were used at their launch. Peter, Tom and others are aware of the program
and will speak to the possible connection as well.
I spoke with Judy Hooker at the launch event, but we did not discuss the potential for
and connection regarding the CMA. There was too little time and the place
wasn't right. I did get a chance to gauge her interest in bringing new funding opportunities
to the table and she was receptive.
collabon~tion

We can go over some of the collateral materials tomorrow at the Amway. I plan on being
there at 9:00 a.m. to go over the room and make sure that everything is OK. Mary Estrada
and Kathie Vasilion will be there from our staff to handle the logistics so I shouldn't have
much to do-they can do these types of events in their sleepl
Looking forward to seeing you tomorrow. This should be fun. Thanks for your leadership
and help.
Kyle

• Page2

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Memo
To:

Michelle Engler

From

Kyle Caidwell

CC:

Janice Harvey, Anne Mervenne

Date:

6/3/01

Re:

June 5, 2001 Luncheon

The opening remarks were faxed to you at the Residence on the Island and in Lansing. The closing
remarks are what I would like to talk to you about on Monday if possible. I was going to script it, but I
wondered if you wouldn't want it to be more ad lib. Below you will find more scripted remarks if you
would like to use them.
I will be in a meeting at the W.K. Kellogg Foundation with Chris Kwak from 10:30 a.m. to 12:00 p.m.
and then will be returning to the office. I will have my cell phone on at all times (517-404-9775).
Thanks. Kyle

Closing Remarks of Michelle Engler
ConnectMichigan Alliance Luncheon
June 5, 2001

Thank you, Diana. And thank you Peter Secchia again, for hosting us here this afternoon. We've
provided you with just a brief glimpse into what the ConnectMichigan Alliance can and will do for Grand
Rapids and all of Michigan. We are very proud of what has been accomplished so far, but we look
forward to the tremendously exciting new things yet to come. With your help, we can build stronger
communities for our citizens. With your help we can provide opportunities for everyone to serve. With
your help we can make Michigan the "Volunteer State."
Thank you for coming and I hope that you will take some time today to speak to our volunteers here
today about this exciting initiative and the positive impact it will have on our communities. Thank you.

�Michigan Community
Service Commission

flTo:

Michelle Engler, Peter Secchia, Diana

From:

Kyle Caldwell

Sieger
Pages: Four pages including cover
Date:
Re:

6/3/01
June 5, 2001 Luncheon

x Urgent

D For Review

CC:
D Please Comment

Sam Singh
D Please Reply

D Please Recycle

Here is a draft line-by-line for the luncheon. As the staffs of the Governor and First Lady review this
there may be changes. I will fax any changes to you as soon as I can. Thanks. Kyle

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Memo
T«

Peter Secchia, Diana Sieger

From:

Kyle Caldwell

CC:

Michelle Engler

Date:

6/3/01

Re:

Talking Points for 6/5/01 Event (2 pages)

Peter/Diana:
Thank you helping us present the ConnectMichigan Alliance. The schedule for the luncheon is
attached. I wanted to make sure that you were clear on the flow of the event and the discussion points.
In keeping with Peter's advice, the structured part of the program is short allowing time for socializing
and working the room. Since we won't have the other two chairs of the campaign (Bill Richardson and
Julie F. Cummings) we are planning to show a 7-minute video that provides testimonials from Bill and
Julie along with an overall explanation of the campaign and new organization.
Mrs. Engler will open the program and introduce the Governor. I have scheduled Peter to introduce
Mrs. Engler and Diana Sieger as one of the hosts of the program. Mrs. Engler will provide a welcome
and a brief overview of the ConnectMichigan Alliance then encourage guests to begin their lunches.
After the video, Mrs. Engler will introduce the Governor who will make the pitch for the campaign.
Closing the program, I have scheduled you, Peter to give your perspective on how this initiative helps
good people to continue their volunteer efforts to benefit Grand Rapids. This is the theme you
mentioned to me and I think that it is a strong angle.
Diana, you will be introduced by Peter and I was hoping that you would talk about why the Community
Foundation believes this initiative is important to Grand Rapids. I hope to have copies of the YMCA
Service-Learning literature there as examples of the kind of work that the Alliance can support in Grand
Rapids. As you know, the Michigan Community Service Commission was one of the original
supporters of the Grand Rapids Youth Corps and this new Alliance can help to continue that type of
support and take it to the next level.
Finally, Mrs. Engler will thank the guests for coming and offer very brief closing remarks.
That's it. Thank you both for agreeing to help us on this. You are great. If you have any questions for
me I can be reached anytime on my personal cell phone at 517-404-9775.

�ConnectMichigan Alliance Luncheon
11:20-11:30 a.m. Arrival of guests
11:30 - 11:40 a.m. Mingling of guests in Pinnacle Room while being seated
11:40 - 11:43 a.m. Introduction of First Lady by Ambassador Secchia
11:43 - 11:50 a.m. Welcome by Michelle Engler
11:50 -12:25 p.m. Lunch is served (informal mixing as time permits)
12:25 - 12:28 p.m. Introduction of Video Presentation by Kyle Caldwell
12:28 -12:35 p.m. ConnectMichigan Alliance Video Presentation
12:35 -12:38 p.m. Introduction of Governor Engler by Mrs. Engler
12:38 -12:48 p.m. Governor's Remarks on the ConnectMichigan Alliance
12:48 -12:50 p.m. Introduction of Ambassador Secchia by Mrs. Engler
12:48 -12:58 p.m. Ambassador Secchia on the ConnectMichigan Alliance
12:58 - 1:00 p.m.
Introduction of Diana Sieger by Peter Secchia
1:00 - 1:07 p.m.
Diana Sieger remarks on the ConnectMichigan Alliance (local
connection to community)
1:07 -1:11 p.m.
Closing remarks by Mrs. Engler (end of formal program)
1:11 - 1:30 p.m.
Mixing with guests and departures

i Page 2

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                    <text>DRAFT
June 1,2001
Remarks of Michelle Engler
ConnectMichigan Alliance Luncheon
Pinnacle Room
Amway Grand Plaza
Grand Rapids, Michigan
ll:30a.m. to 1:30 p.m.

Thank you, Peter, or should I say Ambassador, or Commissioner, Chairman or just
Spartan? As many of you know, Peter wears so many hats; it is sometimes difficulty to
know what to call him. For now, I will just say a very heartfelt thank you to a friend and
dedicated volunteer. I also want to thank Peter for agreeing to help host this lovely
luncheon today. I treasure your leadership and volunteer spirit. Thank you.
Well, welcome to all of you here and thank you for joining us for this very brief, but
hopefully inspiring program. John and I are very delighted that you have agreed to join
us today to talk about an exciting opportunity to strengthen our communities—especially
right here in west Michigan.
As many of you know, John and I believe in the power that one individual can have to
positively affect another. This tremendous force goes by many names—volunteerism,
philanthropy, service—but whatever the label, it is always about giving of one's time,
treasures and talents to others. There are no other enduring forms of community problem
solving that we can point to that have as profound an impact as giving. And while we
know the potential giving can have, we often find our communities blessed caring
citizens who are often overwhelmed by their local challenges.
John has pointed to this contradiction—overwhelming needs in places where people want
to help, but don't know how—often during his public life and says that it is not a
contradiction at all, but rather a formula for opportunity. Matching the needs of local
communities with their own untapped human resources is what volunteerism and civic
engagement are all about. And that is what John and I are here to discuss with you today.
How do we connect our citizens with their communities so that they themselves can
become the agents of positive local change? Our answer is the ConnectMichigan
Alliance and the ConnectMichigan Alliance Campaign. The Alliance is an innovative
partnership of the state's premiere volunteer support organizations: the Michigan
Community Service Commission, Michigan Nonprofit Association, Michigan Campus
Compact, and the Volunteer Centers of Michigan. The Campaign is a $20 million dollar
endowment-building program to create a permanent support mechanism for our state's
volunteers.
This afternoon John, Peter, Diana and I are going to talk briefly about the
ConnectMichigan Alliance and how it will support volunteers and the nonprofits they

�serve statewide. We will present the concept and impact of this new organization and
show you examples of how it will positively impact the greater Grand Rapids
Community. We are also going to talk with about what you can do to help bring this
cutting-edge initiative to fruition for Grand Rapids. There are volunteers here to address
your questions and we have provided plenty of time for you to discuss this exciting
opportunity.
At your places you should have a copy of the ConnectMichigan Alliance Campaign
Brochure that explains the principles and goals we have for this organization and the
campaign that will support it. Later, we will be playing a short video that provides a
deeper explanation of the program and offers testimony as to the merits of the work we
all know is so very valuable to our communities.
Finally, I would like to take a moment and introduce some of the wonderful volunteers
who have agreed to help us develop the ConnectMichigan Alliance, many of which are
here with us today. You have already heard from Peter Secchia. Joining Peter and
myself are Dottie Johnson, trustee of the W.K. Kellogg Foundation and member of the
Board of Directors for the Corporation for National Service; Diana Sieger, Executive
Director of the Grand Rapids Community Foundation; State Senator Glenn Steil who is
in Lansing and could not be with us today as the Legislature is in session. I personally
want to say thank you to all for helping with our cause to increase volunteerism in our
state. On the back of the ConnectMichigan Alliance Campaign brochure, you will find a
complete listing of the volunteers for the campaign.
Now, please enjoy your meals and socialize and we will begin our brief program at
12:30. Again, thank you for coming and I hope you enjoy your lunch.

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                    <text>REVISED
June 1,2001
ConnectMichigan Alliance Luncheon
Tuesday, June 5, 2001
Pinnacle Room

Amway Grand Plaza
Grand Rapids, Michigan
11:30 a.m. to 1:30 p.m.
FROM: Kyle Caldwell, Exec. Dir. MCSC

I.

PURPOSE

The luncheon is an opportunity to introduce the ConnectMichigan Alliance (CMA) and the
endowment campaign that supports it to an audience of Grand Rapids leaders and potential
donors.
II.

BACKGROUND
The ConnectMichigan Alliance Campaign is targeting $1.5 million from the Greater Grand Rapids
Community for the $10 million matching campaign goal. Mrs. Engler, Diana Sieger and Tom
Monaghan (campaign consultant) met with Peter Secchia to discuss the best strategy for
approaching potential donors, (see detailed report attached) Mr. Secchia suggested an intimate
gathering of potential donors, hosted by the Governor and First Lady would be the best way to "get
the message out," demonstrate the importance of the program, provide a compelling appeal and
access the maximum number of donors at one time thereby making the best use of the Governor's
and First Lady's limited availability.

III.

PARTICIPANTS
Mr. Secchia worked with Diana Sieger and Tom Monaghan to develop an initial invitation list
which was then reviewed by Mrs. Engler and Anne Mervenne. To date, there are 22 guests
attending including members of the DeVos and VanAndel families (see guest list attached). No one
from the Meijer family is attending.
In addition to the invited guests, staff and volunteers will be present to help "work the room" and
act as resources in case questions arise.
Volunteers:

Michelle Engler, First Lady of Michigan
Dorothy A. Johnson, Alhburg Company
Hon. Peter Secchia, Universal Forest Products
Ms. Diana Sieger, Grand Rapids Community Foundation

�Campaign Staff: Kyle Caldwell, Michigan Community Service Commission
Mary Estrada, Michigan Community Service Commission
Kathie Vasilion, Michigan Community Service Commission
Sam Singh, Michigan Nonprofit Association
Tim Swope, Michigan Nonprofit Association
Tom Monaghan, Monaghan and Associates
Sandi Frost-Parish, Monaghan and Associates
IV.

PRESS PLAN
No media invited

V.

REMARKS
Governor will make brief remarks (no more than 10 minutes) on the need for the ConnectMichigan
Alliance and the figures of SI.5 million from W. Michigan (bringing together the support for
Michigan's nonprofit sector and especially Michigan's volunteers) and the importance for the
ConnectMichigan Alliance Campaign's success, (remarks submitted to Communications Dept.
6/1/01) Peter and Diana will provide local examples of impact and the need to participate in the
campaign.

VI.

EVENT SCENARIO

11:20 -11:30 a.m.
11:30 -ll:40a.m.
11:40 -11:43 a.m.
11:43 -11:50 sun.
11:50 - 12:25 p.m.
12:25 -12:28 p.m.
12:28 -12:35 p.m.
12:35 - 12:38 p.m.
12:38 -12:48 p.m.
12:48 -12:50 p.m.
12:48 -12:58 p.m.
12:58 -1:00 p.m.
1:00- 1:07 p.m.
1:07-1:11 p.m.
1:11-1:30 p.m.

Arrival of guests
Mingling of guests in Pinnacle Room while being seated
Introduction of First Lady by Ambassador Secchia
Welcome by Michelle Engler
Lunch is served (informal mixing as time permits)
Introduction of Video Presentation by Kyle Caldwell
ConnectMichigan Alliance Video Presentation
Introduction of Governor Engler by Mrs. Engler
Governor's Remarks on the ConnectMichigan Alliance
Introduction of Ambassador Secchia by Mrs. Engler
Ambassador Secchia on the ConnectMichigan Alliance
Introduction of Diana Sieger by Peter Secchia
Diana Sieger remarks on the ConnectMichigan Alliance (local
connection to community)
Closing remarks by Mrs. Engler (end of formal program)
Mixing with guests and departures

�Mr. Secchia suggested that seating not be assigned for guests and that volunteers should be seated
at different tables. Mrs. Engler and the Governor would be seated at tables nearest to the podium.
The program agenda allows time for mixing of the volunteers with potential donors prior to and
after lunch.
Other Information: A guest list with suggested asking amounts will be provided Monday. Prior to
your receipt of this list Mr. Secchia, Mr. Monaghan and staff will have reviewed it.
This briefing is an update to the scheduling form submitted May 23, 2001.

�ConnectMichigan Alliance Campaign Meeting Report Form
(Prepared by Kyle Caldwell)

Peter Secchia, Universal Forest Products
Meeting Date:

March 1,2001

Attendees:

Michelle Engler, First Lady of Michigan
Diana Sieger, Grand Rapids Community Foundation
Tom Monaghan, Monaghan and Associates

Topic(s) of Discussion:

Grand Rapids/W. Michigan Fundraising Strategy

Notes:

In addition to reaffirming what is commonly known about Grand
Rapids (specifically, that its philanthropic interests are regional in
nature), PS explained the unique stewardship that occurs within
Grand Rapids specifically and that even within that community,
only those who reside in Grand Rapids are considered true
members of the community. Most notable examples of this are
Bob &amp; Judy Hooker who now reside (a good portion of the time)
outside of Michigan.
Any message must be tailored to keeping the good things going in
Grand Rapids and demonstrating how CMA will provide a
continuous level of support into the future. The investments need
to show that the money donated is working in Grand Rapids for
Grand Rapids.
Transition in leadership at the state level was discussed as a
possible justification for developing the CMA. PS interests are
primarily focused on helping the Englers since Mrs. Engler asked
him.
While receptive, Peter Secchia clearly did not understand what the
CMA would do for Grand Rapids and was not receptive to the
concept until we were able to target a specific example of how one
of the partners in the CMA was impacting a component of the
community (discussed the Creston Neighborhood AmeriCorps
program that MCSC currently funds). More examples like this
will have to be crafted before seeking funding in this community.
Peter Secchia agreed to help by hosting a lunch of the potential
donors from the Grand Rapids area, but said that it would have to
appear as though Governor and Mrs. Engler were making the ask
(i.e. be their event).

�Pledge/Gift Received:

No solicitation at this time

Staff Assigned:

Kyle Caldwell

Action Steps: Bring Grand Rapids donors together to discuss the CMA Campaign.
Task
Set up lunch (hosted by PS)
with GR donors to meet
with PS, Governor and Mrs.
Engler.

Due Date
Late May and early June,
2001 (PS is leaving the
country last 2 weeks of
June)

Create a custom pitch that
explains how the partners
are impacting the GR area
now (specific community
examples) and how CMA
will help this continue.
PS and DS review and help
customize the pitch
Thank you from DS to PS
Thank you from KC to PS
Thank you from ME to PS

March 9

End of March
March 9
March 9
March 9

Status
KC to get calendar dates of
Governor and Mrs. Engler.
Other details to be
developed with staff at next
CMA Campaign meeting.
KC will put a draft together
with help of staff.

KC will forward to PS and
DS
KC to Draft
KC to Draft
Optional

�</text>
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                    <text>U3/2«/i;i

MI NONPROFIT AS5DC
AMWAY GR PETER ISL

iub 13:21 FAI 816 776 6496

KAtit

FACSIMILE COVER SHEET
DATE:

May 29, 2001

SENDER;

Doug Posttewait - Assistant Director of Catering

PHONE:

616-776-6406

EMAIL:

doug_pcstfewait @ am way. com

FAX: 616-776-6486

NUMBER OF PAGES INCLUDING COVER SHEET:
RECIPIENT:

Ms. Mary Estrada

FACSIMILE:

517-355-3302

COMPANY:

Michigan Non-Profit Association

COMMENTS/SPECIAL INSTRUCTIONS:
Mary:
Pleas* find the following contract and terms and conditions. Please review, make any
necessary changes, sign and fax back to me at tha above number. Feel free to call me
with any questions or concerns.
Thank You!
Doug Postlewalt

18? Mo.MROENW • CRANCi RM&gt;IOS, Ml 49503-2666 • 61(5-77*.2000
www.amivaygrand.com

Booi

�</text>
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                    <text>5«*\*h 5733/01
MICHIGAN COMMUNITY SERVICE COMMISSION
H I S . Capitol Avenue
George W. Romney Building, 4th Floor
Lansing, Michigan 48913
(517) 335-4295 (517) 373-4977 FAX
FAX COVER SHEET
To:

Peter Secchia
Diana Sieger
TimSwope
TomMonaghan

FROM:

Kyle Caldwell

Date:

May 23, 2001

Fax #: 616-365-0060
616-454-6455
517-355-3302
616-957-0234

NUMBER OF PAGES INCLUDING THE COVER
MESSAGE:
Attached is a copy of the invite list for the CMA June 5th event in Grand
Rapids. Please note the "yes" and "no" as of today May 23, 2001. I
will send another update on Friday, May 25, 2001.
Any questions, please call me at 517-335-4295.

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                    <text>ConnectMi/^higan
&lt; ;!iit|i;iii:ii Tri-(lhaii&gt;
Mirhellr Kiifiler
Julu- Kishrr (lummini:\n ('.. Richardson

Campaign Cahinrl
K.lwiml &lt; &gt; . I5I.-H( i a r n l v 11 Blooilworth

March 12,2001

.\,,,,i,. n,v,,,,a.,
Stanley I', (lainc
Kirluml (:&lt;&gt;!,-

K,,I,,.I-I &lt;:..iiirr
Vrta Drlanry
I h n i d II. KI:II.T
|.;,.l(. u &lt;,jii ) ( .,ts&lt;&gt;n

The Honorable Peter Secchia
Universal Forest Products, Inc.
2801 East BeltlineN.E.
Grand Rapids, Michigan 49525

karia Mail
i),,n,ii.&gt; \ .M,,,...,,,,
• |olm L'"v
\ n - r i , I I). l.nl.l.rrKn&gt;^ll&lt;;. Mawl.x

Dear Mr. Ambassador:

...

liarhara Vlirras
Viiilrra I'. Nrwmaii

This letter is intended as a follow up to our March 1, 2001 meeting with Mrs. Engler,
Diana Sieger and Tom Monaghan concerning the ConnectMichigan Alliance
Campaign. I would like to thank you for your advice, counsel and willingness to help
us reach our goal. I am working with the schedulers in the Governor's Office to
secure dates for the June luncheon with the West Michigan area supporters we would
like to involve in this campaign. The schedulers for the Governor and First Lady
have June 5 and June 12 from 11:30 a.m. to 1:30 p.m. on hold for the moment.
Please let me know if either of these dates are available on your calendar. I will then
work with your office to "hammer out the details."
J

j ll:m &lt; H J N ;„-,.,
J...-I HI-.,.-/.
'''••'•'•&gt; | l n i i "
.lu-inii \nn iiai.au,,&gt;
kathryn KOSSOH

|V|,.,. s,.,-,-i.ia
uiana si,-,T
.i»'i&gt; T&gt;mo»i,/.

The ConnectMichigan Campaign staff are working to provide concrete examples that
can be used to customize our message and make it more relevant and appealing to our
potential supporters. This was great advice and will help in all of our regional
campaign efforts. I will forward a draft to you that has been reviewed by the First
Lady and Ms. Sieger within the next two weeks.
In the meantime, we need to begin discussing the luncheon. We want to ensure that
we make the best use of your time and not burden you with minor details. Is there
someone in particular on your staff you would prefer I contact regarding these
luncheon details? Also, how would you like the invitation list and cards to be created
and distributed? Since the Governor and Mrs. Engler will be in attendance, you may
wish for the invitation process to be handled by their offices. If, on the other hand,
you would prefer that your office handle this, we can provide any necessary
information and materials you may wish to include.

CiiiuiiTt Michigan Mliam-r

I'.O. lii&gt;\0 I l.ait-iii!:. Michigan 4iW&lt;W-l!&lt;MH • phoiir !!!',!! '112 TIC.") fax ~&gt; I 7-11 I -VMt')
Itiiildin^. Sti'rnnlhi-iiiii^ .iih! | M \ - l i n n in Michigan I uniiiiuiii! ) &lt; • -

\i «(: Michigan (iain|iu- (!oiii|iacl. Michigan (Iniiiiiiiinitv S c i - \ i c c (iciiiiini&lt;--jc&gt;ii. \lirliiuan \iiri|irnl'il \ - - n . UIMM. \&lt;iliinlrrr (.cnln- »( Mic-lii^aii

�The Honorable Peter Secchia
Page 2
March 12,2001

Of course, there are a number of larger strategic goals to discuss that I believe only
you can help us address. Specifically, whom should we contact in advance of this
meeting to ensure that there are a number of supporters in attendance (other than the
Governor, Mrs. Engler and yourself) who can lend their credibility and legitimacy to
this project. May I contact you directly regarding these matters or would you prefer
that I work directly with someone in your office?
I can be reached at any time on my cell phone at (517) 404-9775. Please feel free to
contact me day or night. I can also be reached via e-mail at cald\vellkl@state.mi.us.
Thank you again for a most productive meeting. It was a great honor and privilege to
meet you and I look forward to working with you on the ConnectMichigan Alliance
Campaign.
Sincerely,

Kyle Caldwell
Executive Director
Michigan Community Service Commission

cc:

Michelle Engler, First Lady of Michigan
Diana Sieger, Grand Rapids Community Foundation

�Michigan Community Service Commission
111S. Capitol Avenue
George W. Romney Building, 4th Floor
Lansing, Michigan 48913
(517)335-4295 (517) 373-4977 FAX

Fax Cover Sheet
To:

The Honorable Peter Secchia

Fax:616-365-0060

From: Kyle Caldwell, Executive Director
Date: Monday, March 12, 2001
Number of pages including the cover: _3
Message:

The hardcopy of this letter will follow via U.S. Mail.
Thank you. Kyle

�Tr~ainsm i -t

Con-f. Repor~-t
Mar 12 '01
-&gt;

916163650060

No.

0002

Mode

IMORMflL

Time

0'55"

Pages

3 Page(s)

Result

0 K

17=00

�</text>
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                    <text>MftR-13-2001

616 365 0060

CHfllRMPNS OFFICE

P. 02

Mich*!!* Kngl
Julie Fiflhrr

*&gt; «„«*
\

Cuiipaiju &lt;
0,

March 12,2001

P, Ca
lUWt Collinr
DaviJ 0. Jrlx
if. P.. Gi[l&gt;m'Vs&lt;in
Ki«-lj Mill

The Honorable Peter Secchia
Universal Forest Prod-acts. Inc.
2801 East BelllineN.E.
Grand Rapids, Michigan 49525

A. J.iiuiMin
Jiilui Lotr

Dear Mr. Ambassador:

Barbara Mi-.n:An/Jn-a k'. JM&lt;,-xriiiaii

This letter is intended.at. follow up to o^March 1,2001 meeting with Mrs. Engler,
Diana Sieger and TomMonaghan, concroaing the ConnectMichigan Alliance
Campaign. I wo^Q like to tiiankvou for your advice, counsel and willingness to help
us reach our adal. I am workWwith the schedulers in the Governor's Office to
secure date/for the Junehjjjweon with the West Michigan, area supporters we would
i^e ir^flft^Saign. The schedulers Tor the Governor and First Lady
i June ffancJM'ane 12 tfom 11:30 a.m. to 1:30 p.m. on hold for the moment
Pl&amp;^seki'me bww ifejiner of these dates are available on your calendar. I will then
work with your fff&amp;etf'to "hammer out the details."

J ,iau Ohv.itvx

jrdiih Ann K.tp«noi&gt;

Jmty Tynnmifx

The CoanectMichigan Campaign staff are working to provide concrete examples thai
can be used to customize our message and make it more relevant and appealing to our
potential supporters. This was great advice and will help in all of our regional
campaign efforts. I will forward a draft to you that has been reviewed by the First
Lady and Ms. Sieger within the next two weeks. ^ Jkjh4£/tj£ *?
In the meantime, we need to begiqdiscussing the luncheon.! We want to ensure
we make the best use
someone in particuj,
•ftSildleou details
you
and distributed? Since the Governor and Mrs. Enslcr will be in attendance, you may
wish for the invitation process ta_be handled bv their offices. If, on the other hand,
you would prefer that your office handle this, we can provide any rsecess
infomoation and material* you may /ish to include.

i\jlTJRT\
'

1

�.±3-2001

08=49

CHftlRMfiNS OFFICE

615 365 0060

P.03

The Honorable Peter Secchia
Page 2
March 12, 2001

Of course, there are a number of larger strat
you can help us address. Specifically, jvhorri shoi
;ontact m advaneafcf this
meeting to ensure that there ars a number of1 supporters in attendance (other than the
Governor, Mrs. Engler and yourself) who can lend their credibility and legitimacy to
this project. (MJ
directlyfegardiag these matters or would you prefer
that I work directlywitjp*6meone in your office?
I can be reached at any time on my cell phone at (517)
contact me day or night. I can also be reached via e-mail gfcaldwellk: 1 @stale.mi.
^•B»«.^__«^_
Thank you again for a roos: productix's meeting. It was a great honpr and privilege to
meet you and I look forward to working with you on the Cormeci^ichigan Alliance
Campaign.
Sincerely,

Kyle Caldwell
Executive Director
Michigan Community Service Commission

cc: Michelle Engler, First Lady of Michigan
Diana Sieger, Grand Rapids Community Foundation
A.

*
Ot** (fitfa

"tidr

„ *A f

»%^«

- DvuHA
~ ~%*
- ^iu

TOTflL P.03

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                    <text>ConnectMichigan
March 5, 2002
Leslie Lenkowsky, Ph.D.
Chief Executive Officer
Corporation for National and Community Service
1201 New York Avenue, NW
Washington D.C. 20525

Chair
Edward Blews
Vice-Chair
Michelle Engler

Dear Les:
I truly appreciated your remarks at the Connect America Retreat yesterday, Monday, March 4,
2002. You clearly understand the needs of local communities and the potential which service and
volunteerism have for transforming communities. I am especially intrigued by your thoughts on
the new way the national nonprofit landscape is shaping up in response to both the tragedies of
September 11th and the President's call to service. The USA Freedom Corps and the President's
agenda for charities present a number of tremendous opportunities for local communities and the
many wonderful nonprofits that serve their needs. They also help to focus our nation and its
citizens on the role each of us can play in strengthening our communities.
Per your invitation for recommendations, suggestions and thoughts, I offer the attached
information. On behalf of the ConnectMichigan Alliance (CMA), a new organization which is a
collaboration of the Michigan Community Service Commission, the Michigan Nonprofit
Association, Michigan Campus Compact and the Volunteer Centers of Michigan, I invite your
review of this document and invite you to re^||t on thj||jGte|||ial benefitf;f tales cajisoffer to this
;:!,new!natk)nal.,age/nda. Itj^my hQpt.Jhif^u fillip: ejiliip-agClhe Adrninlilratipn laljncorppiate,
'""
S ^
'
cominunities' and tadreMng'loteil tfecdfB:M*ffifc ve'ff%oi
affiliates seek to achieve. Our alliance brings together Michigan's premiere statewide'nonprofit,
volunteer, civic engagement and national service organizations to fcteus onfnakjmg service and
volunteerism available to all as key problem solving tools. CMA nM). hglps tfeluilcl/a seamless
infrastructure that is adaptable, efficient, and cost e f f e c t i v e f t i ^ ; ; : / " : / ' / ' -y , P'S. /

Secretary-Treasurer
Terry Pruitt
Board of Trustees
Carolyn Bloodworth
Nonie Brennan
Kyle Caldwell
Virgil Carr
Julie Fisher Cummings
Thomas Dolan
Regina Fortushniak
Eric R. Gilbertson
Dorothy Johnson
Barbara Mieras
wss ,„;;-.Theresa Nelson
; K| II Juan Olivarez
i IS i|me Rosewarne
•r JSKi. /, d]^atl1y Rossow

i!Stren|toeniri|

Sam Singh
Allison Treppa
:

^:

President and CEO
s .;:
John Lore

Your comments concerning the creation of the USA Freedom Corps and the expansion of the
Corporation for National and Community Service are right on target for what we in Michigan see
as an opportunity to demonstrate the true power of citizen action for the common good. Many of
the qualities that the President seeks to bring out in our citizens have been enhanced through the
programs and initiatives we've been able to support through the CMA. There are a number of
principles we have implemented in Michigan to ensure the quality and value of the programs and
organizations we support.
Again, thank you for your insights on the role for national service in community problem solving.
I, along with my colleagues in Michigan, would enjoy discussing these issues and working with
you to move our mutual community strengthening agendas forward.
Sine
ut.

J/nn S- Lore
^resident and CEO
cc: Russell G. Mawby
Michelle Engler
Ed Blews
Juan Olivarez
Nonie Brennan
Justin King
ConnectMichigan Alliance P.O. Box 22004 Lansing, Michigan 48909-2004 phone 888-242-7075 fax 517-241-3869
A partnership of: Michigan Campus Compact, Michigan Community Service Commission, Michigan Nonprofit Association, Volunteer Centers of Michigan

�USA Freedom Corps
Citizen Corps
Issues and Recommendations for Implementation

Issues:
•

Homeland security and community service are national imperatives that
are implemented at the state and local levels. The USA Freedom Corps
should reflect this reality.

•

States and local communities have developed strong public/private
partnerships through service and volunteerism that can be utilized. The
USA Freedom Corps should target these partnerships as potential models
and structures

•

Communities are best able to define their needs, strategies and solutions.
The USA Freedom Corps should provide adequate resources for
communities to plan, collaborate and create innovative programs and
partnerships that target national imperatives with local long-term
solutions.

•

Homeland security and community service require a strong local
"infrastructure" to implement and support local efforts (i.e. Vounteer
Centers, K-12 and Higher Education, National Service, etc.). The USA
Freedom Corps must invest in this "infrastructure" as a means of
delivering quality programming in a cost effective manner.

Recommendations:
1. Allow states and local communities to help define what constitutes
"homeland security" and the role(s) volunteer centers, higher education
institutions, national service and other volunteer programs can play in
ensuring the safety of our communities.
2. Provide the lion's share of the resources for implementation of the Citizen
Corps and USA Freedom Corps programs generally (except Peace Corps)
to states and local communities based on their needs and plans.
3. Make the resources flexible so that governors, mayors, community leaders
and local citizens can innovate. Red tape and overly cumbersome national
requirements can stifle creativity.
4. Use states and local communities as incubators for solutions much as the
government has done for welfare reform, education, workforce
development and other human services programs.
5. Provide dialogues for states and local communities to provide input on the
needs and solutions to homeland security issues.

�</text>
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                    <text>CORPORATION
FOR NATIONAL
0S E R V I C E

March 25, 2002

Mr. John S. Lore
President and CEO
Connect Michigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear Mr. Lore:
Thanks so much for your letter of March 5. I am glad my comments at the Connect
America retreat were useful to you. I enjoyed having the opportunity to be there and hear the
thoughts (and questions) you and your colleagues had.
In regard to the recommendations you sent me, I think you will see, when the principles
of the Citizen Service Act of 2002 are released shortly, that we are heading in exactly the same
direction. I cannot speak for Citizen Corps, but I know that my colleagues who are involved
with it also recognize the crucial role state and local communities have to play in defining
"homeland security." I will pass your paper along to them.
Since ely,

^eslie Lenkowsky
Chief Executive Officer

NATIONAL SERVICE: GETTING THINGS DONE
AmeriCorps • Leam and Serve America • National Senior Service Corps

1201 New York Avenue, N.W. • Washington, D.C. 20525
telephone: 202-606-5000 • website: www.nationalservice.org

�CORPORATION
FOR NATIONAL
SERVICE

March 18, 2002

John Lore
President and CEO
ConnectMichigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear John:
I appreciate your letter regarding my remarks at the Connect America Retreat; it was a
pleasure to be invited.
In addition, thank you for your suggestions and recommendations on ways that local
communities and states can help to advance the President's call to service. I have shared these
suggestions with my colleagues at the USA Freedom Corps office.
I appreciate your support of the programs at the Corporation for National and Community
Service and your advice for strengthening national service.
Sirtcerely,

Leslie Lenkowsky
Chief Executive Officer
cc:

John Bridgeland
Rhonda Taylor

NATIONAL SERVICE: GETTING THINGS DONE

fm

1201 New York Avenue, N.W. • Washington, D C 20525

AmeriCorps • Learnand Serve America • National Senior Service Corps

III

telephone: 202-606-5000 • Website: WWW.nationalservice.org

�</text>
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                    <text>DRAFT
FOR INTERNAL USE ONLY

CMA Leadership Fund Campaign
Case Statement
ConnectMichigan Alliance Leadership Fund
Meeting the Challenges and Capturing the Opportunities
The ConnectMichigan Alliance (CMA) is uniquely poised to address the challenges faced
by organizations that promote and support service and volunteerism in Michigan because
of the broad reach of its partners, affiliates and programs. Thanks to the tremendous
efforts of the Board of Trustees and an exemplaty fundraising cabinet, the
ConnectMichigan Alliance is blessed with an endowment of nearly $20 million in assets.
The organization's endowment, while still fanning due to outstanding pledges and a
creeping economic market climate, will someday grow to provide greater levels of
support and help to underwrite the basic operations of the Alliance in perpetuity.
Today, the ConnectMichigan Alliance must stand ready to meet the unique and enduring
challenges to our volunteer infi'astmctnre and exploit the opportunities those very
challenges present. To do so, the organization and its leadership need to begin to create
the climate for bold action and suppmt inherent to all successful nonprofit organizations.
The ConnectMichigan Alliance Leadership Fund will be a first step toward ensuring that
the ConnectMichigan Alliance can:
• address the ever-evolving changes in the nonprofit sector;
• exploit new opportunities that create relevant and needed new local programs and
initiatives;
• communicate and highlight the great work oflocal community-based initiatives;
• research trends that might impact the service and volunteer infrastmcture; and
• develop leadership at the local level that can support and enhance the growth of
Michigan's ethic of service to others.
In addition to the added value of suppott to local communities, the ConnectMichigan
Alliance Leadership Fund Campaign will strengthen the organization by:
• ensuring pattnet'S and fnnders that the organization's board and staff are fully
engaged with 100% giving;
• creating the opportunity for the organization to develop and maintain a threemonth operating reserve;
• providing a small pool of readily-available unrestricted funds;
• establishing the organization's fundraising abilities in preparation for future
resource development opportunities.

�DRAFT
FOR INTERNAL USE ONLY

While the general and day-to-day support for the components of CMA is partially assured
through our endowment, much larger needs remain that require focused leadership and
dedicated suppoti.
Significant challenges include:
•

Communicating the Cause. CMA remains an evolving and growing
organization that is only now just beginning find its potential. While CMA' s
innovative constmction provides both an innovative and enduring tool, it also
presents a very difficult challenge to explain and promote.

How can the need and value for service and volunteering be articulated in
compelling terms?
How can the impact of local efforts be shared to communicate the need for all to
serve?
What means are most effective in articulating the need for human and.financial
support ofservice and volzmteerism?
•

Supporting Local Innovation Communities across Michigan are fertile ground
for incubating innovative programs and initiatives that can demonstrate how
service and volunteerism may serve as enduring methods of community problem
solving.

How can local communities expand innovative models?
Ho;v can CMA empower local organizations to engage more individuals in
service and volunteerism?

.

•

Dcvclooin!! and Strengthening Leadership Any social movement, like ensuring
that an ethic of service permeates the fabric of society in Michigan, requires the
dedicated leadership of people. CMA must develop and strengthen leadership to
ensure that the needed skills exist to lead this movement.

How can we ensure that the resources are available to train and skill generations
of leaders in the nonprofit sector?
Where will the next generation of leadership learn the ethic ofservice and its role
in our society?
How can we ensure that the various sectors (institutions of education, workplace,
and community based organizations) are led by those who place service and
volunteerism at the center of community problem solving?

3

�DRAFT
FOR INTERNAL USE ONLY

•

Brokering state, national and international experts to work with CMA partners,
programs and affiliates on the critical issues facing local service and volunteer
leaders.

Researching Trends and Measuring Impact: $25,000
•
•
•
•

Create, maintain and publish an annual assessment (map) of the current reach of
CMA programs, members and affiliates.
Develop a partnership with research and evaluation organizations to detetmine the
short- and long-term impact of service and volunteerism tlu·ough the CMA
Institutionalize a comprehensive and interactive database that can utilize local and
statewide data to analyze how CMA is reaching out to communities.
Partnering with research institutions in an attempt to utilize existing polling,
tracking and survey processes to measure how service and volunteerism are
potentially impacting community issues (i.e. education, health care, housing,
economic development, civic engagement, children's issues)

CMA Overview
The ConnectMichigan Alliance is a cutting-edge nonprofit organization focused on
building a lifelong ethic of service, volunteerism and civic engagement through
organizations where we live, work and learn in Michigan.
CMA is comprised of a number of partner organizations and programs that work in
unison to ensure that a solid infrastmcture exists to support local volunteer efforts. These
organizations include: Michigan Community Service Commission (MCSC), Michigan
Nonprofit Association (MNA), Michigan Campus Compact (MCC), Volunteer Centers of
Michigan (VCM), Michigan's Promise and national service programs to support Mentor
Michigan.
These organizations and programs are vital to the landscape of support provided to
nonprofits and charitable causes in our state. The MCSC and MNA are the founding
partners of this public/private partnership and bring together the government and the
nonprofit sector to advance the cause ofvolunteerism in our state. The MCC and VCM
are the founding affiliates of CMA and represent higher education and community-based
volunteering respectively. CMA provides the day-to-day operational, administrative and
programmatic support to these organizations as they champion service and civic
engagement opportunities across Michigan.
Michigan can be proud of the work of these and many other organizations that work hard
every day to harness the power of individuals to strengthen Michigan communities. With
nearly half of all Michigan residents volunteering (according to Michigan Volunteering
and Giving), it becomes ever more important to ensure that systems exist to channel
people's passions and intent toward oppotiunities to address genuine needs. This need to
maximize human resources was why the founders of CMA embarked upon a $20 million

5

�DRAFT
CONFIDENTIAL~

FOR INTERNAL PURPOSES ONLY-DO NOT DISTRIBUTE

CounectMichigan Alliance
Leadership Priorities

The ConnectMichigan Alliance (CMA) is cutting-edge statewide nonprofit organization
designed to support service and volunteerism in Michigan in perpetuity. Because of its
unique structure (an alliance of several organization supported by an endowment) and its
leadership position nationally, it is often difficult to compare systems and philosophies
with like organizations. In other words, without competition or similar organizations to
compare CMA to, determining the operational procedures and expectations (including
salaries) becomes difficult. However, the infonnation below attempts to provide some
guidance to the CMA Board of Trustees to determine the overall priorities regarding the
organization's positions on leadership, growth, and compensation.
Leadership Goals

When it was created in 2000, the ConnectMichigan Alliance was the only nonprofit of its
kind. This remains tlue-no other statewide nonprofit alliance supporting service and
volunteerism with an eight-figure endowment currently exists in Michigan or nationally.
This places CMA in an unprecedented top tier leadership position and one that should be
maintained. To do so, it becomes vitally important to ensure that the trustees attract and
retain the highest level senior staff. The priority of the CMA Trustees will be to:
•
•
•
•

develop a compensation plan that is competitive and fiscally prudent;
gamer senior and executive staff with significant state and national experience;
competitively seek talent respected and sought at either/both the state and
national levels; and
ensure CMA attracts and retains entrepreneurial spirited individuals and utilizes
that spirit to the advantage of the organization.

Growth Goals

CMA currently includes four founding organizations and several programs all supported
through the proceeds of a $19.4 million endowment. While this is an amazing
accomplishment, it should not be looked upon as the end of the organization's potentialmuch to the contrary-it should be looked upon as the beginning. However, future
growth will be determined by the organizational leadership and the ability to attract more
partners and resources. CMA must align its goals and priorities for growth around its
incentives for its leadership to achieve them. CMA will ensure growth by:
•
•
•

enhancing its resources through long- and shmt-tenn fund development;
continually seeking opportunities for expanding its programs and partnerships in
line with its mission; and
maintaining the organization's cutting edge leadership at the state and national
levels.

�DRAFT
CONFIDENTIAL~

FOR INTERNAL PURPOSES ONLY-DO NOT DISTRIBUTE

3. The Executive Committee will establish the compensation for the CEO based on
annual performance assessments.
a. The Executive Committee will mmually review the current compensation
utilizing the organization's compensation philosophy (see above) and
determine if changes are necessary due to perfonnance, market trends
(competitive compensation rates), or budgetary changes.
b. After consultation with the CEO, the Executive Committee will make a
compensation recommendation to the Trustees as part of their annual
review.
4. The Executive Committee will make a recommendation for compensation of the
CEO to the Trustees.
a. The Executive Committee will make a formal written recommendation to
the Tmstees for consideration at the Annual Meeting or another meeting
of the Board of Tmstees.

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                    <text>DRAFT
FOR INTERNAL USE ONLY

CMA Lca!lcrship Fun!l Campaign
Case Statement
ConnectMichigan Alliance Lea!lership Fun!I
Meeting the Challenges an!l Capturing the Opportunities
The CmmectMichigan Alliance (CMA) is uniquely poise!l to address the challenges faced
by organizations that promote and support service and volunteerism in Michigan because
of the broad reach of its partners, affiliates and programs. Thanks to the tremendous
efforts of the Board of Trustees and an exemplary fundraising cabinet, the
ConnectMichigan Alliance is blessed with an endowment of nearly $20 million in assets.
The organization's endowment, while still forming due to outstanding pledges and a
creeping economic market climate, will someday grow to provide greater levels of
support and help to undetwrite the basic operations of the Alliance in perpetuity.
Today, the ConnectMichigan Alliance must stand ready to meet the unique and enduring
challenges to our volunteer infrastructure and exploit the opportunities those very
challenges present. To do so, the organization and its leadership need to begin to create
the climate bold action and support inherent to all successful nonprofit organizations.
The ConnectMichigan Alliance Leadership Fund will be a first step toward ensuring that
the ConnectMichigan Alliance can:
• address the ever-evolving changes in the nonprofit sector;
• exploit new opportunities that create relevant and needed new local programs and
initiatives;
• communicate and highlight the great work that local connnunity-based initiatives;
• research trends that might impact the service and volunteer infrastructure; and
• develop leadership at the local level that can support and enhance the growth of
Michigan's ethic of service to others.
In addition to the added value of support to local communities, the ConnectMichigan
Alliance Leadership Fund Campaign will strengthen the organization by:
• ensuring partners and funders that the organization's board and staff are fully
engaged with I 00% giving;
• creating the opportunity for the organization to develop and maintain a threemonth operating reserve;
• providing a small pool of readily-available unrestricted funds;
• establishing the organization's fundraising abilities in preparation for future
resource develop opportunities.

�DRAFT
FOR INTERNAL USE ONLY

The Campaign
The ConnectMichigan Alliance Leadership Fund will be supported by an annual
campaign limited to the principals of the organization including the Board of Trustees
and staff. Each year the Board of Trustees will develop their goals and include a target
amount for the overall annual campaign (see Annual Campaign Structure and the CMA
FY 2005-06 Budget attached) based on needs, capacity and current market expectations.
For FY 2005-06, the CMA Board of Trustees established a campaign goal of $100,000.

Advantages to Donors and ConnectMichigan Alliance
The formation of the ConnectMichigan Alliance, as its name implies, brought together
organizations in a way that maximized each organization's expertise and complemented
each organization's needs. The formation of the financial structUI'e was not different.
The CmmectMichigan Alliance Campaign brought together the public and private sectors
through a challenge grant from the State of Michigan that was matched by the private
sector dollar for dollar. These resources were entrusted in the Capital Region
Community Foundation which provided donors the security then needed to be sure the
funds would be handled effectively, but also provided donors with state tax incentives not
available to them through donations to other nonprofit causes.
The ConnectMichigan Alliance Leadership Fund will provide the same opportunities by
providing donors the option of giving directly to the ConnectMichigan Alliance (a 501
(c) 3 nonprofit organization), or one of several endowment funds designed to support the
organization's work housed at the Capital Region Community Foundation that would
allow donors to maximize their state tax credit options. Donors to the ConnectMichigan
Alliance are fortunate to have these various options to help customize then· philanthropic
interests.
The ConnectMichigan Alliance benefits from this relationship because of the flexibility
the Community Foundations can offer to the various nonprofits they support. These
include providing options ranging from permanent endowment funds, agency funds that
can utilize their corpus, and temporary funds that focus on specific events or causes with
a determined end life. All of these options are available and augment the advantages to
the ConnectMichigan Alliance's relationship with a Conununity Foundation.

Focusing on the Challenge and the Opportunity
The Michigan service and volunteer landscape is envied by many. Michigan is a leader
because ofthe collaborative and cooperative nature by which state and local
organizations work together, the entrepreneurial spirit of leaders, and the strong public
and private sector support for service and volunteerism.

2

�DRAFT
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While the general and day-to-day support for the components of CMA is partially assured
through our endowment, much larger needs remain that require focused leadership and
dedicated support.
Significant challenges remain including:
•

Communicating the Cause. CMA remains an evolving and growing
organization that is only now just beginning find its potential. Still, CMA's
innovative construction provides both an innovative and enduring tool, it also
presents a very difficult challenge to explain and promote.
How can the need and value for service and volunteering be articulated in
compelling terms?
How can the impact of local efforts be shared to communicate the need for all to
serve?
What means are most effective in articulating the needfor human and financial
support ofservice and volunteerism?

•

Supporting Local Innovation Communities across Michigan are fertile ground
for incubating innovative programs and initiatives that can demonstrate how
service and volunteerism may serve as enduring methods of community problem
solving.
How can local communities expand innovative models?
How can CMA empower local organizations to engage more individuals in
service and volunteerism?

•

Developing and Strengthening Leadership Any social movement, like ensuring
that an ethic of service permeates the fabric of society in Michigan, requires the
dedicated leadership of people. CMA must to ensure that the needed skills exist
to lead this movement.
How can we ensure that the resources are available to train and skill generations
ofleaders in the nonprofit sector?
Where will the next generation of leadership learn the ethic ofservice and its role
in our society?
How can we ensure that the various sectors (institutions of education, workplace,
and community based organizations) are lead by those who place service and
volunteerism at the center of community problem solving?

3

�DRAFT
FOR INTERNAL USE ONLY

•

Researching Trends and Measuring Impact Several factors impact how and
whether individuals will serve. Knowing these factors can help inform CMA as
to how the volunteer-based organizations we support can be even more effective.

Who is volunteering, how often, where and why?
What are the barriers to service?
What roles do education, the workplace, family, and other societal issues play in
forming the willingness of individuals to serve?
Are nonprofits doing all they canto help volunteers aid in their missions?
What measurable difference are volunteers making in communities and the lives
of their residents?
Maximizing the Resources
Specific Campaign Targets for FY 2005-06
Communicating the Cause: $35,000
•

•
•

Partnerships with organizations with expertise in statewide awareness campaigns
to focus attention on the benefits and needs of service and volunteerism in
Michigan
Brokering discounted airtime, print space and other media to get out the messages
Printing, electronic and print materials and website development and maintenance
to align with overall public messages

Supporting Local Innovation: $30,000
•
•

Mini-grants to volunteer centers, communities of promise, campus compact
schools and others to reward, highlight and expand innovative programs.
Local recognition programs that provide a local spotlight on programs that work
to build and ethic of service in communities.

Developing and Strengthening Leadership: $10,000
•

•

Creation of customized leadership institutes tailored to the needs of CMA
partners, programs and affiliates that begin to develop the next leaders in their
respective expertise areas.
Scholarships available to local communities to send individuals to state, national
and international training opporttmities.

4

�DRAFT
J70R INTERNAL USE ONLY

•

Brokering state, national and international experts to work with CMA patiners,
;Jrograms and affiliates on the critical issues facing local se~vice and voltmteer
leaders.

Researching Trends and Measuring Impact: $25,000
•
•
•
•

Create, maintain and publish an annual assessment (map) of the current reach of
CMA programs, members and affiliates.
Develop a partnership with research and evaluation organizations to determine the
short- and long-term impact of service and volunteerism through the CMA
Institutionalize a comprehensive and interactive database that can utilize local and
statewide data to analyze how CMA is reaching out to communities.
Partnering with research institutions in an attempt to utilize existing polling,
tracking and survey processes to measure how service and volunteerism are
potentially impacting community issues (i.e. education, health care, housing,
economic development, civic engagement, children's issues)

CMA Overview
The ConnectMichigan Alliance a cutting-edge nonprofit organization focused on building
a lifelong ethic of service, volunteerism and civic engagement through organizations
where we live, work and learn in Michigan.
CMA is comprised of a number of partner organizations and programs that work in
unison to ensure that a solid infrastructure exists to support local volunteer efforts. These
organizations include: Michigan Community Se1vice Commission (MCSC), Michigan
Nonprofit Association (MNA), Michigan Campus Compact (MCC), Volunteer Centers of
Michigan (VCM), Michigan's Promise and national service programs to support Mentor
Michigan.
These organizations and programs are vital to the landscape of support provided to
nonprofits and charitable causes in our state. The MCSC and MNA are the founding
partners of this public/private partnership and bring together the government and the
nonprofit sector to advance the cause of volunteerism in our state. The MCC and VCM
are the founding affiliates of CMA and represent higher education and community-based
volunteering respectively. CMA provides the day-to-day operational, administrative and
programmatic support to these organizations as they champion service and civic
engagement opportunities across Michigan.
Michigan can be proud of the work if these and many other organizations that work hard
every day to harness the power of individuals to strengthen Michigan communities. With
nearly half of all Michigan residents volunteering (according to Michigan Volunteering
and Giving), it becomes ever more important to ensure that systems exist to charmel
people's passions and intent toward opportunities to address genuine needs. This need to
maximize human resources was why the founders of CMA embarked upon a $20 million

5

�DRAFT
FOR INTERNAL USE ONLY

endowment campaign to permanently support the Michigan service and volunteer
infrastructure. That campaign was completed in December of2003. Today, the affiliate
partners and programs of CMA are assured that their general operational and limited
programmatic support is assured through the CMA Endowment Fund. With the
Endowment and the Leadership Campaign, CMA is poised to expand the opportunities of
Michigan's service and volunteer infrastructure!

6

�ConnectMichigan Alliance Leadership Campaign Structure
FY2005-06
Goal: $
Number of Donors
10
5
5
2
2
1
25

100,000.00

Total From Organizations Number of Donors
$ 1, 000- $ 2,499
10
$ 2,500 - $ 4,999
$ 5,000- $ 9,999
$10,000-$24,999

$

$25,000- $49,999
$50,000+
150,000.00

5
5
5
10
15
50
Campaign Goal
Overall Total Prospects
Total Propects over Goal
Total Number of Givers
Total Average Per Giver

Total From Individuals
upto $ 99

$
$
$
$
$

$100
$250
$500
$750
$ 1000+
27,250.00
100,000.00
177,250.00
77,250.00
75
2,363.33

�</text>
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                    <text>DRAFT
FOR INTERNAL USE ONLY

ConnectMichigan Alliance
Leadership Campaign

Case Statement

Meeting the Challenges
Capturing the Opportunities

�DRAFT
FOR INTERNAL USE ONLY

The Campaign

The ConnectMichigan Alliance Leadership Fund will be supported by an annual
campaign limited to the principals of the organization including the Board of Trustees
and staff. Each year the Board of Trustees will develop their goals and include a target
amount for the overall annual campaign (see Annual Campaign Shucture and the CMA
FY 2005-06 Budget attached) based on needs, capacity and cmTent market expectations.
For FY 2005-06, the CMA Board of Trustees established a campaign goal of $100,000.
Focusing on the Challenge and the Opportunity

The Michigan service and volunteer landscape is envied by many. Michigan is a leader
because of the collaborative and cooperative nature by which state and local
organizations work together, the entrepreneurial spirit ofleaders, and the strong public
and private sector support for service and volunteerism.
While the general and day-to-day support for the components of CMA is partially assured
through our endowment, much larger needs remain that require focused leadership and
dedicated suppmt.
Significant challenges include:
•

Communicating the Cause. CMA remains an evolving and growing
organization that is only now just beginning find its potential. While CMA's
innovative constmction provides both an innovative and enduring tool, it also
presents a vety difficult challenge to explain and promote.

How can the need and value for service and volunteering be articulated in
compelling terms?
How can the impact of local ~[forts be shared to communicate the needfor all to
serve?
What means are most effective in articulating the needfor human and financial
support ofservice and vohmteerism?
•

Supporting Local Innovation Communities across Michigan are fettile ground
for incubating innovative programs and initiatives that can demonstrate how
service and voluntcerism may serve as enduring methods of community problem
solving.

How can local commtmities expand innovative models?
How can CMA empower local organizations to engage more individuals in
service and volunteerism?

3

�DRAFT
FOR INTERNAL USE ONLY

Supporting Local Innovation: $30,000
•
•

Mini-grants to volunteer centers, communities of promise, campus compact
schools and others to reward, highlight and expand innovative programs.
Local recognition programs that provide a local spotlight on programs that work
to build and ethic of service in communities.

Developing and Strengthening Leadership: $10,000
•

•
•

Creation of customized leadership institutes tailored to the needs of CMA
partners, programs and affiliates that begin to develop the next leaders in their
respective expertise areas.
Scholarships available to local communities to send individuals to state, national
and international training oppmiunities.
Brokering state, national and international experts to work with CMA partners,
programs and affiliates on the critical issues facing local service and volunteer
leaders.

Researching Trends and Measuring Impact: $25,000
•
•
•
•

Create, maintain and publish an annual assessment (map) of the cunent reach of
CMA programs, members and affiliates.
Develop a partnership with research and evaluation organizations to determine the
shmi- and long-term impact of service and volunteerism through the CMA
Institutionalize a comprehensive and interactive database that can utilize local and
statewide data to analyze how CMA is reaching out to communities.
Pminering with research institutions in an attempt to utilize existing polling,
tracking and survey processes to measure how service and volunteerism are
potentially impacting community issues (i.e. education, health care, housing,
economic development, civic engagement, children's issues)

Advantages to Donors and ConnectMichigan Alliance
The fonnation of the ConnectMichigan Alliance, as its name implies, brought together
organizations in a way that maximized each organization's expertise and complemented
each organization's needs. The fonnation of the financial structure was not different.
The ConnectMichigan Alliance Campaign brought together the public and private sectors
tlu·ongh a challenge grant from the State of Michigan that was matched by the private
sector dollar for dollar. These resources were entrusted in the Capital Region
Community Foundation which provided donors the security they needed to be sure the
funds would be handled effectively, but also provided donors with state tax incentives not
available to them tlu·ough donations to other nonprofit causes.

5

�DRAFT
FOR INTERNAL USE ONLY

Campaign Structure
ConnectMichigan Alliance
Leadership Campaign Structure
F¥2005-06
Goal:

Number of Donors
10
5
5
2
2

$ 100,000.00

Total From Organizations
$ 1,000-$ 2,499
$ 2,500 - $ 4,999
s 5,000-$ 9,999
$10,000 - $24,999
$25,000-$49,999
$50,000+
$150,000.00

1

25

Number of Donors
10
5
5
5
10
15
50
Campaign Goal
Overall Total Prospects
Total Prospects over Goal
Total Number of Givers
Total Average Per Giver

7

Total From
Individuals

$
$
$
$
$

up to$ 99
$100
$250
$500
$750
$ 1000+
27,250.00
100,000.00
177,250.00
77,250.00
75
2,363.33

�</text>
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                    <text>THE KRESGE FOUNDATION
Building Stronger Institutions Since 1924

FEB 0 9 2004

January 30, 2004
Mr. John S. Lore
President and CEO
ConnectMichigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear Mr. Lore:
Your recent correspondence indicates that ConnectMichigan Alliance has now satisfied the conditions
of the Foundation's grant as outlined in our letter of March 21, 2002 and as amended on June 19, 2003.
We are pleased to enclose our check in the amount of $1,000,000 in full payment of our grant toward
the development of the ConnectMichigan Alliance Endowment Fund. Grant funds not expended or
committed for the purposes of the grant must be returned to the Foundation.
Upon completion of the project, we ask that you furnish a final report on the use of this grant. Please
note that this will include your formal assurance that grant funds were used in direct payment of
eligible project costs that will not generate business income unrelated to your exempt purpose.
Sincerely,

Edward M. Hunia
Senior Vice President and Treasurer
EMH:lrg
Enclosure
11978

Mailing Address: P.O. Box 3151 Troy, Michigan 48007-3151
Express Mail Address: 3215 W. Big Beaver Road Troy, Michigan 48084
Telephone 248-643-9630 Fax 248-643-0588 www.kresge.org

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                    <text>Page 1 of2

John Lore
From:

John Lore [lorejohn@connectmichiganalliance.org]

Sent:

Wednesday, June 04, 2003 10:11 AM

To:

Kyle Caldwell; Sam Singh (singhsam@pilot.msu.edu)

Subject: FW: Staffing Materials for The Kresge Foundation

Original Message
From: John Lore [mailto:lorejohn@connectmichiganalliance.org]
Sent: Wednesday, June 04, 2003 10:09 AM
To: Dottie Johnson (daj@ahlburg.com)
Subject: FW: Staffing Materials for The Kresge Foundation
Dottie: Wanted you to be aware of this issue caused by Virgil's death. Apparently God wanted me to work extra
hard to finish this campaign!!!! This will present some challenges until Virgil's replacement is chosen. We will work
this out. I have not heard from Newaygo
1 will call them again this afternoon. John
Original Message
From: John S Lore [mailto:johnslore@chartermi.net]
Sent: Tuesday, June 03, 2003 9:10 PM
To: lorejohn@connectmichiganalliance.org
Cc: ksperti@connectmichiganalliance.org
Subject: FW: Staffing Materials for The Kresge Foundation

Original Message
From: John S Lore [mailto:johnslore@chartermi.net]
Sent: Tuesday, June 03, 2003 8:07 PM
To: 'ECSullivan@kresge.org1
Subject: FW: Staffing Materials for The Kresge Foundation

Liz:
The attached is the email responding to our meeting of April 1, and your letter of April 28. Virgil and I met on April
15 to forge an arrangement that we felt would work for us and respond to the Kresge grant request. Virgil
indicated that he wanted to talk to John Marshall directly. I do not know if that discussion (between John and
Virgil) ever took place. Virgil scheduled a luncheon for Jacqueline Jones (his group vice president) and me on
June 18, at the DAC to discuss this arrangement. I think he had planned to meet with John Marshall, or you prior
to that date. I will still meet with Jacqueline Jones. However, I suspect that the staffing decision will have to wait
until a leadership decision has been made at the United Way Community Services of Detroit, unless of course,
John and Virgil did discuss this plan prior to Virgil's death. Since I did not hear from Virgil I have know idea how
we should proceed until a new leader is appointed. Any direction from you or John would be appreciated.
John Lore

Original Message
From: Kate Sperti [mailto:ksperti@connectmichiganalliance.org]
Sent: Monday, June 02, 2003 2:04 PM
To: johnslore@chartermi.net

6/4/2003

�Page 2 of2

Subject: FW: Staffing Materials for The Kresge Foundation

Original Message
From: John Lore
Sent: Wednesday, April 30, 2003 3:09 PM
To: Kate Sperti
Subject: FW: Staffing Materials for The Kresge Foundation

Original Message
From: John Lore [mailto:lorejohn@connectmichiganalliance.org]
Sent: Wednesday, April 30, 2003 3:08 PM
To: Virgil Carr (vcarr@uwcs.org)
Subject: Staffing Materials for The Kresge Foundation
Virgil:
Attached is a memorandum from Kate Sperti articulating the first cut of the materials prepared to make our
staffing case to The Kresge Foundation. Please add, subtract, or expand if necessary. Once you have made your
suggestions, I will make the changes and email you a final draft. I have a meeting scheduled with Jacqueline
Jones on Wednesday June 18. I will use this material for our discussions. Do you want to approach John Marshall
first for a discussion between the two of you? Or, do you want me to schedule a meeting with you, me John and
Elizabeth? Since John seemed somewhat concerned about Detroit, you need to determine which avenue will be
most successful.
The second segment of the memorandum is a direct response to the original grant request. It appears (at least
from my perspective) that we will be able to implement all of the commitments made in the original grant with the
staffing structure that you and I designed (even more effectively than we originally proposed). Please let me know
how you would like to proceed.
John S. Lore
President and CEO
ConnectMichigan Alliance
1048 Peirpont Suite 3
Lansing, Michigan 48911
Phone 517.492.2442 Direct
Fax 517.492.2444
Cell Phone 517.974.4801

6/4/2003

�MEMORANDUM
To:

Dr. John S. Lore, President and CEO, ConnectMichigan Alliance
Mr. Virgil H. Carr, President and CEO, United Way Community Services

From:

Ms. Kate Sperti, ConnectMichigan Alliance

Date:

April 29, 2003

RE:

Placement of a Southeastern Michigan Program Officer

Per your meeting on Tuesday, April 15, 2003,1 have compiled the following information and
recommendations regarding a Southeastern Michigan based Program Officer, to be contracted by
the ConnectMichigan Alliance (CMA) through United Way Community Services (UWCS). The
terms of this position will be as follows.
1. The Southeastern Michigan Program Officer will report directly to Mr. Carr or his group
vice president and CMA will contract with their office for that person's services.
2. The Southeastern Michigan Program Officer will spend a maximum of one day per week in
the CMA Lansing Office interacting with the Lansing Program Coordinator and other
CMA Partner Program representatives. This person is expected to attend statewide
volunteer conferences sponsored by CMA or one of its partners.
3. While in the Lansing office, the Southeastern Michigan Program Officer will report
directly to Dr. Lore. That reporting relationship will focus on statewide program activities
only. All personnel issues, such as evaluations, performance appraisals and work place
benefits will be within the purview of UWCS. The Southeastern Michigan Program Officer
is a contract employee to CMA.
4. CMA will cover up to 50% of the Program Coordinator's salary and travel expenses to
CMA or Partner activities. All travel expenses must be approved by Mr. Carr, or his group
vice president, or Dr. Lore.
5. CMA will provide office space in the Lansing office for the Southeastern Michigan
Program Officer.
6. The Southeastern Michigan Program Officer position could be filled in late July or August
of 2003. If CMA does not begin to receive substantial payment of current pledges, the
creation of the position will be pushed back until September of 2003. CMA will keep Mr.
Carr informed of their fundraising activities.
The benefits of this position are multiple. The connections made by this person, as a member of
the southeastern Michigan community, will increase the capacity for Detroit and southeastern
Michigan organizations to have more skilled and dedicated volunteers and Board members
because of increased access to regional professional development workshops and seminars.
Specific emphasis will be placed on fund advancement, volunteer management, and volunteer
programming.

�The George W. Romney Volunteer Center, at UWCS, as well as other regional Volunteer
Centers, will be able to increase their organizational capacities to provide universal access for
every southeastern Michigan citizen to serve, using resources throughout the state.
Detroit, and all southeastern Michigan, organizations will have access to statewide resources
necessary to convene local partners in the development of market-specific programming that
encourages youth volunteerism, family volunteerism, rural business volunteer councils, and
urban corporate volunteer councils.
Thousands of Detroit students will experience the benefits of volunteerism before graduating
from high school and will have increased learning through "hands-on" and meaningful learning
opportunities that integrated with "real-life" experiences, utilizing organizations beyond the
traditional metropolitan Detroit boundaries.
Michigan Campus Compact (MCC) will increase service-learning and civic engagement
programming to reach all metropolitan Detroit institutions of higher education. This
programming includes statewide conferences for students, faculty and staff of the membership
institutions of higher education.
Detroit organizations will have increased capacity for programming that may include, but is not
limited to, America's Promise, Make A Difference Day, National Volunteer Week, and National
Youth Service Day, or any other statewide program created or promoted by any of the CMA
Partners.
Detroit organizations will have increased capacity to promote initiatives and recognize the
impact of individuals and groups that participate in service-learning, civic engagement and
volunteerism in communities throughout the State.
By establishing this position, which will be based at United Way Community Services, and in
Lansing at the CMA offices, the collaborative relationships between CMA and its local partners
in Southeastern Michigan, which include: United Way Community Services, local school
districts such as Detroit Public Schools, Madonna University, Saint Mary's College of Ave
Maria University, Schoolcraft College, University of Michigan -- Dearborn, Wayne State
University, and the Southeastern Michigan Nonprofit Continuum, whose members include the
Accounting Aid Society, Detroit Executive Service Corps, Michigan Nonprofit Association and
Michigan Legal Services, will be galvanized and opened to statewide resources. Additionally,
many of the consultants that CMA works with in providing service to nonprofits throughout the
state are located in the Detroit area. The addition of a Southeastern Michigan/Detroit based
program officer is essential in maintaining quality relationships with professional consultants in
Southeastern Michigan and the entire State.

�</text>
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                    <text>May 22, 2003

MAY

2003

Mr. John Lore
President &amp; CEO
Connect Michigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Re:

P0092813 (Please refer to this number when writing to the Kellogg Foundation
about this project.)

Dear Mp/Lore:
This will acknowledge your report dated April 21,2003, for your grant to support the
endowment fund for the Connect Michigan Alliance helping to qualify for the
challenge funds provided by the Michigan Legislature to create a $20 million
endowment to serve the mission of the Alliance in perpetuity. Your project ended
October 31, 2002. This report has been reviewed and is approved for our records.

W.K.KELLOGG
FOUNDATION
One Michigan
Avenue East
Battle Creek, Ml
49017-4058
USA
269-968-1611
TDD on site
Facsimile: 269-968-0413
www.wkkf.org

With the submission of this report, the conditions relating to the Foundation's
commitment have now been fully satisfied. We are pleased to have had this
opportunity to assist the Capital Region Community Foundation with this important
endeavor.
Sincerely,

ale
ice President
JEM/clb
\\bc-data02\documents\doc\unsecure\P0092813\00000010.doc

c:

To help people
help themselves
through the practical
application of knowledge
and resources to improve
their quality of life and
that of future generations

C07

Mr. Kyle Caldwell
Ms. Patricia Reynolds

v

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                    <text>COPY

C onnectMy^higan
Campaign Tri-CIiairs
Michelle Engler
.Julie Fisher Cummings
William C. Richardson

April 21,2003

Mr. James E. McHale
Assistant Vice President
W.K. Kellogg Foundation
One Michigan Avenue, East
Battle Creek, Michigan 49017
Re: Grant # P0092813
Dear Mr. McHale:
On behalf of the ConnectMichigan Alliance, it is my pleasure to submit the
attached annual report for grant P0092813. Please note that all funds were
expended in accordance with the Terms of Grant agreement.
The W.K. Kellogg Foundation is a valued partner in CMA. You were one the
earliest supporters of the CMA concept and your example of support clearly
encouraged other funding sources to join you as a CMA partner. As we enter the
final phase of this campaign, we expect many potential funders to recognize your
support and leadership as they consider our proposals.
CMA is an exciting endeavor that has created a model of best practice for the rest
of the nation. W.K. Kellogg Foundation continues to play a major role in moving
CMA from concept to reality in Michigan. We are grateful. Please feel free to
contact me at (517) 492-2440 if you have any questions regarding CMA or the
CMA endowment campaign.

Campaign Cabinet
Edward 0. Slews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richard Cole
Robert Collier
Neeta Delancy
David 0. Egner
Eric R. Gilbertson
Karla Hall
Dorothy A. Johnson
John Lore
Arend D. Lubbers
Russell G. Mawby
Barbara Mleras
Andrea F. Newman
Juan Olivarez
Joel Orosz
Terry Pruitt
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarne
Kathryn Rossow
Peter Secchia
Diana Sieger
Glenn D. Steil
Judy Tymowicz

Sincerely,

John S. Lore
President &amp; CEO

Connect Michigan Alliance P.O. Box 22004 Lansing, Michigan 48909-2004 • phone 888-242-7075 fax 517-241-3869
Building. Strengthening and Investing in Michigan Communities
A partnership of: Michigan Campus Compact, Michigan Community Service Commission, Michigan Nonprofit Association, Volunteer Centers of Michigan

�ConnectMichigan Alliance
Narrative Update
2001-2002
The mission of the ConnectMichigan Alliance (CMA) is to promote and strengthen a life-long ethic of service and
civic engagement through the support of community building initiatives. By creating a $20 million endowment,
through private and community foundation contributions, as well as a $10 million challenge from the state of
Michigan, CMA's mission will be forwarded into perpetuity.
Since its inception in 2000, CMA has housed two long standing and successful programs: Michigan Campus
Compact (MCC) and Volunteer Centers of Michigan (VCM). These two programs were an obvious fit into the
partnership of CMA, based on their own missions and visions. Through the leadership of ConnectMichigan
Alliance, these programs have accomplished the following over the past year:
Michigan Campus Compact:
Michigan Campus Compact promotes the education and commitment of Michigan college students to be engaged
citizens, through creating and expanding academic, co-curricular and campus-wide opportunities for community
service, service-learning and civic engagement.
Through their partnership with the ConnectMichigan Alliance, MCC has been able to advance this mission by
providing grant opportunities to students, faculty and staff at their thirty-four member campuses throughout the state
of Michigan.
Additionally, MCC has joined forces with other state Compacts to form the Midwest Collaboration (MWC). The
MWC is currently involved in the "Raise Your Voice Campaign: Student Action for Change". The disengagement
of America's youth has serious implications for their ability to address public issues for the future of democratic
politics. Increasing student civic engagement is at the core of Campus Compact's mission, as well as the mission of
CMA, which focuses on "the civic purpose of higher education." Through this initiative, Michigan Campus
Compact will call upon the talents and energies of students to participate in the renewal of American democracy.
The goals of the campaign are:
Increase student involvement in public life;
Highlight and document student civic engagement activities; and
Empower students while making civic engagement central to student learning.
MCC, with CMA partner the Michigan Community Service Commission, has co-sponsored the Institute on
Academic Service Learning each winter at a member campus. This year's institute is scheduled for February 13-14
at Central Michigan University. Last year's Institute was a great success. Faculty and Staff from around the state
and country attended, with over 300 persons learning from the programs and events. Attendance rises every year.
Two keynote speakers, Dr. Barbara Holland and Dr. Jim Kilsmeier, kept the group challenged and engaged.
MCC offers a Service Learning Camp at the beginning of the academic calendar, for all students, and Service
Advisors, of the MCC member campuses. On September 27-29, 2002, Michigan Campus Compact (MCC) held
their annual Service Leadership Camp at Camp Manitou-Lin in Middleville, MI. This camp allowed 112 college
students and advisors from 18 member campuses to come together to participate in planning and learning about
community service, service-learning and civic engagement as a part of their education, and how they can take their
experiences back to their campus and put them into action.
Michigan Campus Compact (MCC) annually hosts the 2!/2-day training for teams of college students and their
advisors from across the state who are interested in community service and service-learning in higher education.
The MCC Service Leadership Camp:
Provides an environment and opportunity for team building among campus teams;
Encourages informal networking and coalition building among those with a common interest in community service
on their campus and across the state;
Assists teams in meeting their specific needs during "team time". This time can be used for creating an action plan
for the year to come, program planning, organizational development, and more;
Explores important components of service/service-leaming, civic responsibility and leadership through interactive
workshop sessions.
Highlights of this year's Service Leadership Camp included keynote presentations from Daniel Caron on "Original

�Play" and Johnnie Tuitel of the Alternatives in Motion organization on "Handicapitolism: The Power of Human
Spirit". Students also participated in content session including Leading Lives of Commitment, Student Advocacy,
and Fundraising Through Creative Thinking.
Additionally, MCC is a sponsor of colloquiums and forums throughout the year on Service-Learning and Civic
Engagement.
MCC also sponsors many annual awards for faculty and staff, as well as students, on their member campuses. The
Faculty Staff Service Learning Awards are held each year in conjunction with the Institute on Academic ServiceLearning. In addition, MCC holds the Outstanding Student Service Awards in the spring of each year. Recently,
MCC was awarded a grant to implement the Jimmy and Rosalyn Carter Campus Community Partnership Award in
the state of Michigan. This award will highlight the importance of long lasting, dynamic campus community
collaborations and will carry a cash award to both the campus and community partner. MCC is one of only two
grants given this year and, along with Minnesota and Massachusetts, will pioneer the award outside of Georgia.
Volunteer Centers of Michigan
The mission of VCM is to strengthen existing volunteer centers, to provide leadership in developing new centers,
and to promote and strengthen volunteerism statewide. Through their partnership with CM A, VCM has been able to
provide their 34 member Volunteer Centers with support that is unmatched in the state.
VCM has been instrumental in providing advocacy training and guidance to their membership. This allowed the
VCM member Centers to remain involved in the advocacy of federal funding of the Volunteer Center National
Network through appropriations under the Citizen Service Act. Issues closer to home were determined by the
membership to be of highest priority for public education and advocacy efforts. These opportunities allowed VCM
to construct legislative priorities as follows:
1. Support, protect and expand Michigan's Volunteer Investment Grants.
2. Advocate federal reauthorization process under Citizen Service Act of 2002- including first-time
appropriation to Volunteer Centers National Network.
3. Generate operating dollars from local and state levels.
4. Create tax incentives for corporate and individual volunteers.
5. Increase tax incentives (tax credits) for donations to aU_501(c) (3)'s.
Additionally, VCM is sponsoring a statewide program involving all member Volunteer Centers (34) in recognizing
high school graduates who volunteer a significant number of community service hours during the course of their
high school career. As far as we can tell, this is the only such statewide program in the country.
Students will complete and document 400 hours of non-paid service that meet recognized community needs, under
the auspices of a nonprofit organization, government programs, community group or school. The following types of
activities would qualify, and would be certified by the local Volunteer Center:
• Direct Service, such as river clean up, tutoring, spending time with a nursing home resident
• Indirect Service, such as computer data entry, fundraising, food collection, board or committee work
for a nonprofit
• Civic Engagement, advocacy or community organizing, such as beautification, mural painting,
community surveys
Students will periodically complete an evaluation form and reflective summary of their experience that will build in
a learning piece as well as an outcome measurement component during their years of volunteer service.
Recognition will take place at the high school honors (or awards) event. The student will receive:
• A medallion of distinction, to be worn at commencement exercises
• A Certificate of Distinction for Commitment to Service from the community Volunteer Center
• Community-wide recognition by the Volunteer Center during National Volunteer Week
Pilot Program: In order to test the program, seven Volunteer Centers are piloting this statewide program during the
2002-2003 school year. The number of hours is reduced proportionately during this first year for graduating seniors.
The pilot program will involve Volunteer Centers from Michigan's upper peninsula, and northern, mid- and
southern lower peninsula. These Centers each will work with at least one high school during the pilot year.
Long-term Goal: Within five years, all VCM member Volunteer Centers will be working with 75% of the high
schools in their catchments area.

�VCM has collaborated with Michigan Association of United Ways (MAUW) to determine what the factors are that
contribute to a strong United Way Volunteer Center. About half of Michigan's Volunteer Centers are United Way
programs. While independent 501(c) (3) Volunteer Centers have their own challenges to confront, those that are
programs internal to other agencies have different issues to consider. MAUW and VCM have hosted a series of
conference calls and meetings among the United Way directors and the affiliate Volunteer Center directors of five
Michigan United Ways. They explored structure, relationships, community image and impact, in an effort to assist
other communities to emulate those characteristics that foster success. This information will be especially useful to
start-up United Way Volunteer Centers.
Finally, VCM's member Centers have provided national leadership to the Volunteerism effort. VCM is concluding
our work in compiling a guidebook to establishing and maintaining a Volunteer Center State or Regional
Association.
The VCM Director and Aaron Cantrell (Kalamazoo) were speakers for the Illinois Association of Volunteer Centers
annual training event.
The VCM Director and Nonie Brennan (VCNNC Board and CMA Board) presented at the Northern Ohio Regional
Conference on Volunteering.
Kathy Rossow (POLF United Network Task Force and CMA Board) was instrumental in introducing Title III of the
Citizens Service Act to Congressional members in March.
Dale WeighilFs (VCM Executive Committee and CMA Board) advocacy strategy was so successful that a letter he
authored has become the template for education efforts by POLF.
Other CMA Programs:
As CMA concludes the $20 million fundraising campaign on June 1, 2003, we move forward in promoting the
concept of a lifelong ethic of service. CMA has hired a program coordinator who currently leads the Michigan's
Promise/America's Promise statewide effort. Since this program was transferred to CMA from the Michigan
Community Service Commission in the Fall of 2002, there has been much contact with the 26 Communities of
Promise (COPs). Site visits are planned for all 26 by the Spring of 2003. This program is, again, a natural fit to
with CMA, and it will flourish under its wing.
Additionally, CMA is in discussions with other youth philanthropy and civic oriented programs, to provide these
service on a statewide level, to breakdown the silos that have been created at all levels of volunteerism and
engagement. Specifically, the stakeholders of the Michigan Civics Summit will convene in a meeting sponsored by
the ConnectMichigan Alliance, to determine the next logical step in the continuation and expansion of that program,
as well as to discuss the following:
1.
2.
3.

Goals, Purpose, Mission and Vision
Constituency Served
Plans for the Future

Because funds raised for the ConnectMichigan Alliance are matched one to one by the state of Michigan, and placed
in endowment at the Capital Region Community Foundation, CMA has the potential to sustain itself indefinitely.
Attachment A:
Attachment B:
Attachment C:
Attachment D:

2002 Financial Statement
2001 -2002 Audit
Fund Development Snapshot
Descriptive Brochure

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                    <text>April 15, 2003
Mr. Kyle Caldwell
Executive Director
Michigan Community Service Commission
1048 Pierpont, Suite 4
Lansing, MI 48911
Re:

P0092813 (Please refer to this number when writing to the Kellogg Foundation
about this project.)

Dear Mr. Caldwell:
This is a second reminder that the WKKF Project Questionnaire was due
December 16, 2002, for your project to support the endowment fund for the Connect
Michigan Alliance helping to qualify for the challenge funds provided by the Michigan
Legislature to create a $20 million endowment to serve the mission of the Alliance in
perpetuity. A response to our previous request to you has not been received. This
report should cover your project period of November 1, 2001, through October 31,
2002, and the grant amount of $30,000.
According to our November 16, 2001, grant commitment, your organization's
acceptance of funds from the W.K. Kellogg Foundation constituted agreement to
provide the Project Questionnaire. This report is a vital part of our commitment to your
organization.

WK. KELLOGG
FOUNDATION
One Michigan
Avenue East
Battle Creek, Ml
49017-4058
USA
269-968-1611
TDD on site
Facsimile: 269-968-0413
www.wkkf.org

Submission of the Project Questionnaire occurs only at the completion of the
project. If you wish to use any unexpended funds, do not submit your Project
Questionnaire at this time. Please submit a request for an extension of time to continue
current project activities for my consideration, including the duration of time
requested, a proposed budget, and activity plan according to the project purpose. Any
remaining funds which are not approved for use in this way must be returned to the
Foundation along with your completed Project Questionnaire. If the extension of time
is approved, you will be notified of your revised report due date.
We appreciate your immediate attention to completing this report by May 15, 2003.
Should you have any questions, please contact me.
Sincerely,
J#mes E. McHale
^/Assistant Vice Resident

To help people
help themselves
through the practical
application of knowledge
and resources to improve

their quality of life and

JEM/clb
\\bc-data02\documents\doc\unsecure\P0092813\00000009.doc

Enclosure:

Project Questionnaire

that of future generations

c: Ms. Patricia Reynolds
R04

�W.K. KELLOGG
FOUNDATION
To help people help themselves
This Project Questionnaire is the report from your project to
the Kellogg Foundation. It is a permanent record of what you
have achieved and what you have learned in the process. This
format must be used in completing your reports.
Grantee: Capital Region Community Foundation
Project Number: P0092813
Fiscal Period: November 1, 2001 — October 31, 2002
Project Purpose: Support the endowment fund for the Connect
Michigan Alliance helping to qualify for the challenge funds
provided by the Michigan Legislature to create a $20 million
endowment to serve the mission of the Alliance in perpetuity
Grant Amount: $30,000
Name of Person Completing This Report:
Date:
List the primary goal(s) of the project.

What were the problems, issues, and opportunities addressed?

What were the principal actions and activities?

PROJECT QUESTIONNAIRE
LEVEL 4 EVALUATION

�What were the project results?

Were any lessons learned? What would you have done differently?

Please account for all grant funds according to the approved budget.

Funds remaining: $
report.

. Please return any unexpended funds with this

Project Director Signature
Thank you.
FOR WKKF USE ONLY (do not write below this line)
Program Director Comments:

Program Director Signature
Date

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                    <text>MAR 0 l 2002

C onnectMi^higan
Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings
William C. Richardson

March 1,2002
Dr. Robert Long
Vice President for Programs
Philanthropy and Volunteerism
W.K. Kellogg Foundation
One Michigan Avenue East
Battle Creek, Michigan 49017
Dear Robert:
ConnectMichigan Alliance (CMA) is requesting a grant from the W. K. Kellogg
Foundation and the Charles Stewart Mott Foundation of $500,000.00 for the next
two fiscal years, to insure that the fundraising and programming capacity of the
Alliance and those served by CMA is secured for the future. The specific amount
requested from the W. K. Kellogg Foundation is $125,000.00 in the year 2002
and $125,000.00 in the year 2003. An equal amount is being requested from the
Charles Stewart Mott Foundation.
As a result of the declining economy and the terrorist action of September 11,
2001, the operational income expected from monies raised for CMA has fallen
short of original projections. From the thirty major contributors who have
supported CMA to date, in the amount of $5,507,660.00, only two have paid the
pledge in total. The rest of the contributors have made pledges for multiple years,
with the average being five years. Moreover, notwithstanding the fact that the
State of Michigan has been extremely generous in matching pledges as well as
cash, the economy has been such that the interest earned on the approximately
$7.5 million, in the permanent endowment, has been much less than budgeted for
the operations and for the staffing of the program coordinator (who was to be
hired in September of 2001), which has been pushed back to July of 2002.
Because of this shortfall we will be required to seek permission to take funds from
our permanent endowment corpus by April of this year, if we do not receive
support from the W.K. Kellogg and Charles Stewart Mott Foundations.

Campaign Cabinet
Edward O. Blews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richard Cole
Robert Collier
Neeta Delaney
David 0. Egner
Eric R. Gilbertson
Karla Hall
Dorothy A. Johnson
John Lore
Arend D. Lubbers
Russell G. Mawby
Barbara Mieras
Andrea F. Newman
Juan Olivarez
Joel Orosz
Terry Pruitt
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarne
Kathryn Rossow
Peter Secchia
Diana Sieger
Glenn D. Steil
Judy Tymowicz

The monies collected from the W.K. Kellogg and Charles Stewart Mott
Foundations will allow us to complete the fundraising and match the
$10,000,000.00 challenge from the State of Michigan to create the $20 million
endowment and begin the work of programming coordination which will fulfill
the Mission of CMA to promote and strengthen a life-long ethic of service and
civic engagement through the support of community building initiatives.

Connect Michigan Alliance P.O. Box 22004 Lansing, Michigan 48909-2004 • phone 888-242-7075 fax 517-241-3869
Building, Strengthening and Investing in Michigan Communities
A partnership of: Michigan Campus Compact, Michigan Community Service Commission. Michigan Nonprofit Association, Volunteer Centers of Michigan

�Dr. Robert Long
Page 2
March 1,2002
CM A was created to ensure strong, stable and coordinated support for Michigan's
volunteers. Through a $20 million endowment, CMA is uniting the combined
forces of its founding partners to permanently sustain and expand the "volunteer
infrastructure" for which Michigan is known and heralded. All of the partners of
this initiative have developed innovative approaches to working effectively on a
statewide level with varied constituencies in ways that serve as national models.
Once the campaign is complete, CMA will have the capacity to fully advance
upon achieving its goal of providing avenues for every Michigan citizen to serve
their community through volunteer service and civic action. This goal will be met
in local communities throughout Michigan by:
•

•
•
•
•
•

Providing increased access to training and technical assistance
necessary to build the capacity of local nonprofits to meet their
communities' most pressing social, charitable, economic, cultural,
educational, faith-based, and civic needs;
Providing access to a strong and healthy Volunteer Center for
every resident;
Increasing grant opportunities for Volunteer Centers to engage
more citizens in volunteerism and service;
Increasing grant opportunities for service-learning programs to
engage more young people in service;
Maximizing state and federal government resources to empower
local communities to address their local challenges; and
Increasing the understanding and use of service-learning in the
work of community-based nonprofits, K-12 schools and higher
education institutions.

CMA programs and services address four areas of need, which were identified
through a two-year planning process that engaged more than seventy executives
representing local nonprofit organizations. Those areas include Youth
Volunteerism, Community Volunteerism, Higher Education, and Training and
Technical Assistance.

More than seventy local nonprofit leaders from communities throughout
Michigan participated in a two-year planning process. Their charge was to create
a vision for their local communities by drawing upon their common experiences

�Dr. Robert Long
Page 3
March 1,2002
in the development of a statewide strategic plan that would have significant
impact and relevance at the local level. In their deliberations, planners considered
the following facts:
Overall Significance of Michigan's Volunteers
• Almost 90 percent of all charitable organizations, participating in Public
Sector Consultants' (PSC) 1997 survey, rely on volunteers. Charitable
organizations indicated they averaged 180 volunteers and nearly 9,500
volunteer hours, which translates to 4.6 full-time workers per organization.
PSC estimates that more than 1 million volunteers contribute nearly 60
million hours to Michigan nonprofit organizations, an equivalent of more
than 28,000 full-time employees and nearly $760 million in donated labor.
• According to Michigan Giving &amp; Volunteering, a 1999 statewide report
published jointly by the Council of Michigan Foundations and the Michigan
Nonprofit Association, 46.7 percent of Michigan adults volunteered during
the past twelve months - the majority indicating they are volunteering more
hours annually than in the past.
• Michigan Giving &amp; Volunteering also revealed that 81.3 percent of those
who did not volunteer in 1999 indicated they had not been asked to do so over half said they had been volunteers in the past.
Changing Dynamics and Capacity Challenges in Supporting
Volunteerism and Service-Learning
• As a requirement for graduation, many school districts and institutions of
higher education are mandating students complete a set number of hours of
volunteer service annually. While the intent is to civically engage young
people in a meaningful experience, the need for formal training available to
nonprofit organizations, to the schools and to youth far exceeds its
availability.
• The percentage of students engaged in service-learning through institutions
of higher education has annually increased at a double-digit pace over the
past several years. Over 17 million hours of service were contributed by
undergraduates nation wide. As this trend continues, institutions of higher
education will require expanded support services such as those provided by
CMA to ensure the quality of service-learning programs.
• Michigan corporations are experiencing a growing need to engage in local
initiatives to improve the quality of life in the communities in which they
are located. Increasingly, communities are looking to their corporate
citizens to provide human resources - board members and volunteers - in

�Dr. Robert Long
Page 4
March 1,2002
support of community projects. Both corporations and nonprofit
organizations are experiencing challenges in terms of their organizational
capacities to effectively manage, maintain and support this community
resource.
• Family volunteerism is a growing trend as many families are looking for
opportunities to spend quality time together in service to their communities.
With the demand for quality family volunteer experiences increasing, local
nonprofit organizations need specialized training and technical assistance to
effectively serve this constituency.
The ConnectMichigan Alliance endowment was created to provide resources for
innovative grantmaking, program development, and operational costs. On an
annual basis, the endowment allows the organization to sustain current initiatives
and focus on the development of new programs. Though the endowment earnings
will be significant, it is anticipated that the CMA will continue to fundraise on a
limited basis. New dollars that CMA will seek on a limited basis will support
new program development versus operational costs. CMA will rely on the
endowment earnings, program fees, corporate sponsorships and fees for service
for revenue generation. It is not anticipated that CMA will seek funding through
membership or annual campaigns.
Attached to this letter is a five year revenue and expense budget with a detailed
memorandum on the start up year and years 2002 through 2006.
Thank you for you consideration in this matter. Should you have any further
questions, please do not hesitate to contact me, Kyle Caldwell, Executive Director
of Michigan Community Service Commission or Sam Singh, President and CEO
of Michigan Nonprofit Association.
Sincerely,

)hn S. Lore
'President and CEO
Enclosures
cc:
Kyle Caldwell, Michigan Community Service Commission
Sam Singh, Michigan Nonprofit Association

�CONNECTMICHIGAN ALLIANCE
5 YEAR BUDGET PROJECTION

ACCOUNT NAME

Start-up Year
2001-2002
Budget

REVENUE
General Contributions
Interest and Dividends
Restricted Grants(new)
Unrestricted Grants(existg)
Program Fees
Membership Dues
Consulting
Sponsorships
Publications
Misc. income
TOTAL

Year Two
2002-2003
Budget

Year Three
2003-2004
Budget

Year Four
2004-2005
Budget

Year Five
2005-2006
Budget

0

0

0

0

0

384,000

379,398

635,107

913,763

206,315
54,930
41,250
123,250
5,975

73,969
28,155

116,188

766,572
118,474

42,488
126,948
6,154

0
43,762
130,756

0
45,075
134,679

0
46,427
138,719

5,000
2,000
0

5,150
2,060
0

6,339
5,305
2,122
0

6,529
25,464

6,725
26,228
2,251
0

$822,720

$664,321

$939,579

2,185
0
$1,098,978

122,028

$1,256,141

EXPENSE
Salaries
Benefits
Liability Insurance
Contract Services
Office Supplies
Copying
Printing/Publishing
Subscriptions/Publicat.
Organization Dues
Postage/Shipping
Telephone/Fax
Technology Expenses
Furniture Equipment
Equipment Rental
Program Supplies
Occupancy
Bank/Investment Fees
Meetings
Travel
Program Grants
Miscellaneous

279,250
67,125
2,000
155,748
7,795
9,290
13,850
1,200
20,980
8,040
9,810
5,000
0
0

GRAND TOTAL - EXP.
REVENUE LESS EXP.

|

335,242
105,854
2,060
135,735
8,802
9,732
8,700
1,500
22,170
8,405
16,410
7,060
0
0
6,438

345,300
109,029
2,122
88,414
9,066
10,024
8,961
1,545
22,835
8,657
16,902
7,272
0
0

6,250
85,500
0
72,690
42,554

130,715
200
69,231
49,825

180,930
1,700

69,155
1,751

6,631
131,713
206
69,231
51,320
42,230
1,804

$969,712

$988,984

$933,261

($146,992)j

($324,663)j

$6,318 |

427,659
132,224
2,385
123,066
10,438
10,625
10,430
1,591
23,520
9,117
18,409
7,490
0
0

440,488
143,406
2,457
126,758
10,751
10,944
10,743
1,639
24,225
9,390
18,962
7,715
0
0
7,034

6,830
131,713
212
69,231
52,909
43,497

131,713
219
69,231
52,909

1,858

1,913

$1,083,204

$1,115,334

$15,773 |

44,836

$140,807 I

�CONNECTMICHIGAN ALLIANCE
START-UP YEAR
2001-2002 PROJECTION

ACCOUNT NAME

Budget

REVENUE
General Contributions

0 No activity anticipated.

Interest and Dividends

384,000 Interest earned on the money market fund and endowment
fund. $531,000 was needed to balance the budget which is a
shortfall of $146,992.

Restricted Grants(new)

206,315 Grants that were awarded to Michigan Campus Compact and
Volunteer Centers of Michigan.

Unrestricted Grants(existing)

54,930 Existing restricted grants for Michigan Campus Compact that
were operated under Michigan Nonprofit Association. The
grant funds were transferred to ConnectMichigan Alliance as
Temporarily Restricted Assets on the Statement of Financial
Position.

Program Fees

41,250 Fees anticipated for several programs and events that the
Michigan Campus Compact and Volunteer Centers of
Michigan have scheduled.

Membership Dues

123,250 Dues for membership to the Michigan Campus Compact and
Volunteer Centers of Michigan.

Consulting

5,975 Consulting opportunities anticipated for the Volunteer Centers
of Michigan Director.

Sponsorships

5,000 Sponsorship anticipated for the MCC programs and events.

Publications

2,000 Bookstore sales anticipated at the MCC Institute on Service
Learning.

Misc. Income

TOTAL

0 No activity anticipated.

$822,720

�CONNECTMICHIGAN ALLIANCE
START-UP YEAR
2001-2002 PROJECTION
ACCOUNT NAME

Budget

EXPENSES
Salaries

Benefits
Liability Insurance
Contract Services

279,250 Starting July of 2001, 3 FTE's for MCC were transferred
from Michigan Nonprofit Association. On August 1st, an
Administrative Assistant and a VCM Director were hired.
On September 4th, President, John Lore, was hired. On
October 31, 2001, an Executive to the President was hired.
The total full-time employees for the 2001-2002 fiscal startup year is seven (7) FTE's.
67,125 Benefits correspond with the costs associated with the
seven full-time employees.
2,000 Start-up insurance costs for equipment and furniture.
155,748 Several contracted services anticipated throughout start-up
year. These contracts consist of payroll, mail sorting, legal,
auditing, training, and MNA accounting and fundraising
services.

Office Supplies

7,795 Office supplies anticipated from August'Ol thru June'02.

Copying

9,290 Copying costs anticipated from August'Ol thru June'02.

Printing/Publishing
Subscriptions/Publication

Organization Dues

13,850 Start-up printing costs for new location and the MCC "New
Look".
1,200

Several subscriptions and publications from August'Ol thru
June'02.

20,980 $19,330 anticipated for the Campus Compact national fees
and other miscellaneous dues.

Postage/Shipping

8,040 Postage costs anticipated from August'Ol thru June'02.

Telephone/Fax

9,810

Technology Expenses

5,000 Technology costs anticipated from September'Ol thru
June'02.

Furniture / Equipment
Program Supplies
Occupancy

Telephone costs anticipated from September'Ol thru June'02.

0 No activity anticipated.
6,250 Supplies anticipated for several programs and events.
85,500 Occupancy costs anticipated from September'Ol thru June'02.

�CONNECTMICHIGAN ALLIANCE
START-UP YEAR
2001-2002 PROJECTION

ACCOUNT NAME

Bank/Investment Fees

Budget

0 No activity anticipated.

Meetings

72,690 Meeting room, food, speaker, and conference call costs for
several meetings and events scheduled throughout the year.

Travel

42,554 Travel accommodations, meals, mileage, transportation lease
or rental, airfare, tuition and other travel costs.

Program Grants
Miscellaneous
GRAND TOTAL - EXP.
REVENUE LESS EXP.

180,930 Several mini-grants awarded for members of Michigan
Campus Compact and Volunteer Centers of Michigan.
1,700
$969,712
($146,992)

The cost of advertising for new employment opportunities.

�MEMORANDUM
TO:

Paul Lawler, Vice President and Chief Investment Officer
W. K. Kellogg Foundation

FROM:

Peggy Casale, Business Manager

DATE:

December 19, 2001

RE:

ConnectMichigan Alliance 5 Year Budget Projection

5 YEAR BUDGET PROJECTION
The information below is an explanation of the budget projection for Fiscal Year Two "20022003" through Fiscal Year Five "2005-2006".

Revenue
General Contributions: No activity anticipated.
Interest and Dividends: Interest earned on the money market fund and endowment fund. In year
two (2), $714,787 was needed to balance the budget which is a shortfall of $324,663. The budget
projection is favorable in years three through five.
Restricted Grantsfaew): Various grant awards anticipated throughout each of the projected years
with a 3% increase from year to year.
Unrestricted Grants (existing): Remaining restricted grants for Michigan Campus Compact that
are transferred from the Temporarily Restricted Assets section of the Statement of Financial
Position as expenditures occur.
Program Fees: Fee revenue anticipated for several programs and events for the Michigan
Campus Compact and Volunteer Centers of Michigan. The change from year to year is a 3%
increase for additional participation.
Membership Dues: Dues for membership to the Michigan Campus Compact and Volunteer
Centers of Michigan. The change from year to year is a 3% increase of additional recruitments.
Consulting: Consulting opportunities anticipated for The Volunteer Centers of Michigan
Director. The change from year to year is a 3% increase for additional opportunities.
Sponsorships: Sponsorship anticipated for the MCC programs and events. CMA anticipates
$20,000 in sponsors for the general budget in years four and five. The change from year to year
is a 3% increase in sponsors.
Publications: Bookstore sales anticipated at the MCC Institute on Service Learning and other
events. The change from year to year is a 3% increase for additional participation.
Miscellaneous Income: No activity anticipated.

�Expenses
Salaries: The start-up year ended with seven (7) FTE's on staff. In July of the second year, a
full-time Special Events Coordinator is budgeted to start. Therefore, the second and third years
will be operated by eight (8) FTE's with a cost of living increase of 3 %. In July of the fourth
year, a full-time Special Events Coordinator for the Detroit Area and an Administrative Assistant
is budgeted to start. This brings the total to ten (10) FTE's for the fourth and fifth years with a
cost of living increase of 3%.
Benefits: Benefits correspond with the salary costs associated with the full-time employees.
The benefits consist of health, dental, life, &amp; disability insurance, retirement, and employer
liability costs. A 20% increase on health insurance costs was budgeted in the second year.
Health insurance was budgeted to increase 15% for the remaining years.
Liability Insurance: Directors &amp; Officers liability insurance and general liability insurance with
a 3% increase from year to year.
Contract Services: Several contracted services are anticipated throughout each of the years.
Each year was budgeted with a 3% increase. These contracts consist of payroll, mail sorting,
legal, auditing, training and MNA accounting, fundraising, and technical services. The changes
from year to year are from the changes in MNA services. MNA is contacted to provide
accounting and fundraising services in the second year. The third year, MNA will provide
accounting and website services. In the fourth and fifth years, MNA will provide accounting,
website and administrative support services.
Office Supplies: Office supply costs anticipated with a 3% increase from year to year.
Additional costs anticipated the fourth year for the costs associated with the FTE in Detroit.
Copying: Copying costs anticipated with a 3% increase from year to year. Additional costs
anticipated the fourth year for the costs associated with the FTE in Detroit.
Printing / Publications: Printing costs anticipated with a 3% increase from year to year.
Additional printing costs anticipated the fourth year for the costs associated with the FTE in
Detroit.
Subscriptions/Publications: Subscriptions and publications anticipated each year with a 3%
increase in costs.
Organization Dues: National Campus Compact and other miscellaneous dues anticipated with a
3% increase from year to year. The 3% increase is largely based on the Compact Compact
national fees associated with the Michigan Campus Compact membership recruitment.
Postage/Shipping: Postage and shipping costs anticipated with a 3% increase from year to year.
Additional costs anticipated the fourth year for the costs associated with the FTE in Detroit.
Telephone/Fax: Telephone costs anticipated each year with a 3% increase in costs. Additional
costs anticipated the fourth year for the costs associated with the FTE in Detroit.

�Technology Expenses: Internet services, computer hardware, software, and printer costs
anticipated with a 3% increase in costs each year.
Furniture/Equipment: No activity anticipated.
Program Supplies: Supplies anticipated for several programs and events with a 3% increase in
costs each year.
Occupancy: Occupancy leasing contract costs for the business address at 1048 Pierpont Street,
Suite 3, in Lansing, Michigan.
Bank/Investment Fees: Fees associated with banking and credit card transactions.
Meeting Expenses: Meeting room rental, meals, speaker, and conference call costs for several
meetings and events that are anticipated to continue each year.
Travel Expenses: Travel accommodations, meals, mileage, transportation lease or rental, airfare,
tuition and other travel cost with a 3% increase in the third and fourth years.
Program Grants: Several mini-grants awarded for members of the Michigan Campus Compact.
Miscellaneous: The cost of advertising for new employment opportunities and other unforeseen
costs.

�JOB 11
"INTERNAL REVENUE SERVICE
P. 0. BOX 2508
CINCINNATI, OH 45201

Date: JUNO 6 2001
CONNECTMICHIGAN ALLIANCE
C/0 SAM SINGH
29 KELLOGG CENTER
EAST LANSING, MI 48823

DEPARTMENT OF THE TREASURY

Employer Identification Number:
38-3572916
DLN:
17053011054031
Contact Person:
ANTHONY S WETMORE
ID# 11012
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:
December 31st
Foundation Status Classification:
509(a)(1)
Advance Ruling Period Begins:
October 11,2009
Advance Ruling Period Ends:
December 31,2004
Addendum Applies:
NO

Dear Applicant:
Based on information you supplied, and assuming your operations will be as
stated in your application for recognition of exemption, we have determined you
are exempt from federal income tax under section 501(a) of the Internal Revenue
Code as an organization described in section 501(c) (3) .
Because you are a newly created organization, we are not now making a
final determination of your foundation status under section 509(a) of the Code.
However, we have determined that you can reasonably expect to be a publicly
supported organization described in sections 509(a)(1) and 170(b)(1)(A)(vi).
Accordingly, during an advance ruling period you will be treated as a
publicly supported organization, and not as a private foundation. This advance
ruling period begins and ends on the dates shown above.
Within 90 days after the end of your advance ruling period, you must
send us the information needed to determine whether you have met the requirements of the applicable support test during the advance ruling period. If you
establish that you have been a publicly supported organization, we will classify you as a section 509(a)(1) or 509(a)(2) organization as long as you continue
to meet the requirements of the applicable support test. If you do not meet
the public support requirements during the advance ruling period, we will
classify you as a private foundation for future periods. Also, if we classify
you as a private foundation, we will treat you as a private foundation from
your beginning date for purposes of section 507(d) and 4940.
Grantors and contributors may rely on our determination that you are not a
private foundation until 90 days after the end of your advance ruling period.
If you send us the required information within the 90 days, grantors and
contributors may continue to rely on the advance determination until we make
Letter 1045 (DO/CG)

�-4CONNECTMICHIGAN ALLIANCE
recipient organization is not exempt under section 501(c)(3), you must have
evidence that the funds will remain dedicated to the required purposes and that
the recipient will use the funds for those purposes.
If you distribute funds to individuals, you should keep case histories
showing the recipients' names, addresses, purposes of awards, manner of selection, and relationship (if any) to members, officers, trustees or donors of
funds to you, so that you can substantiate upon request by the Internal Revenue
Service any and all distributions you made to individuals. (Revenue Ruling
56-304, C.B. 1956-2, page 306.)
If we said in the heading of this letter that an addendum applies, the
addendum enclosed is an integral part of this letter.
Because this letter could help us resolve any questions about your exempt
status and foundation status, you should keep it in your permanent records.
We have sent a copy of this letter to your representative as indicated
in your power of attorney.
If you have any questions, please contact the person whose name and
telephone number are shown in the heading of this letter.
Sincerely yours,

Steven T. Miller
Director, Exempt Organizations
Enclosure(s):
Form 872-C

Letter 1045 (DO/CG)

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                    <text>MAY 2 4 2002

Ca mpaign T1·i-Chairs
']i ('he ll e Engl£&gt; r
julie Fish•·•· C umming ·
William C. Ri r hud ·o n

May 23,2002

Ca mpai~l"' Ca bin e t

Ed wa rd 0. Blews

Mr. Jack Hopkins
President
Kalamazoo Community Foundation
151 South Rose Street, Suite 332
Kalamazoo, Michigan 49007

Ca rolyn Bloodwonh
o u il' Brennan
ta nl f'y P. Caine
Ri chard Co l&lt;•
Hohe•·t

olli e •·

t•t•la Dt&gt;laney
David 0. Egne •·

Dear Jack:

Er ic H. . Gilbert. on
Kad a Ha ll
Do•·othy A. j ohn so n

Dottie Johnson indicated you might be interested in the progress of our fundraising
campaign for ConnectMichigan Alliance. I am enclosing a current "Gift Snapshot"
which reflects gifts and pledges received and current requests. I am also enclosing a
list of all of the Community Foundation contributions to date. We have raised over
$300,000 from Community Foundations and we have one major request pending of
$25,000 with the Flint Community Foundation. That request will be reviewed in
mid June. We also have two modest requests being considered by the Bay City and
Saginaw Community Foundations.

J ohn Lo1·e
A•·end D. Luhbe•·s
Ru s~e ll

G. l\'lawby

Barbara Mie•·as
Andn·a F.

ewman

.I u an Oli va •·ez
J oel o.·o z
T £&gt; n ·y P•·uiu
Judith Ann Rapa nos
P a tri l'ia Rf'y nold s

On the Gift Snapshot you will notice an item listed as "Future Requests of $50,000
or more". On June 26, 2002, Governor and Mrs. Engler and Julie Fisher Cummings
and Peter Cummings will be sponsoring a luncheon at the Detroit Athletic Club
with 50 CEO's of major Corporations and Organizations capable of giving a
minimum of$100,000 to CMA.We have estimated a potential amount in access of
$1,500,000 from that effort. We have also received two additional gifts of
$250,000 from the Charles Stewart Mott Foundation and the W.K. Kellogg
Foundation, making them our two largest contributors at $1,250,000 each.

Anne Ros£&gt;wa •·ne
Kathryn Ros ow
P eter el'chi a
Diana
Glenu D.

iege •·
tei l

Jud y Tymowi cz

Jack, I would be available to meet with you and give you a person to person report
if your schedule permits. I am enclosing several business cards in the event you
would like to meet. I look forward to visiting with you and bringing you up to date
on our fundraising efforts.

Enclosures
Conn ee t Mi chi ga n Allian ce P.O. Box 22004 Lan ing, Mi chiga n 48909-2004 • ph one 888·242-7075 fax 5 17-241-3869
Building.

A partner hip of: Mi chiga n Ca mpu s Co mpa ct , Michigan

ommunity

•·vice Co mmi ssion, Mi chi ga n

StiTngt h t•nin~

and

ln v.-~ tin ~

in

li l' hi p;an

CnnuHHIIilit·'-~

onp•·ofit As ociati on, Volunteet· Cen ter s of !lichiga n

�ConnectMichigan Alliance Gift Snapshot
5/23/2002
Gifts and Pledges of $10,000 or more
W.K . Kellogg Foundation
Charles Stewart Mott Foundation
Herbert H. and Grace A. Dow Foundation
Ford Motor Company Fund
Kresge Foundation
DTE Energy Foundation
General Motors Corporation
Comerica
McGregor Fund
Community Foundation for Southeastern Michigan
Dow Corning
Peter D. and Julie F. Cummings
Hudson-Webber Foundation
Consumer's Energy Foundation
Fremont Community Foundation
Frey Foundation
Grand Rapids Community Foundation
Whitney Fund
Battle Creek Community Foundation
Russell G. Mawby
Capital Region Community Foundation
Richard and Helen DeVos Foundation
Secchia Family Foundation
Muskegon Community Foundation
Blue Cross Blue Shield of Michigan Foundation
Jackson Community Foundation
F. Martin and Dorothy A. Johnson
Assoc. of Independent Colleges and Universities of Michigan
Central Michigan University
Davenport University
Grand Valley State University
Michigan State University
Saginaw Valley State University
University of Michigan
Western Michigan University
Other Gifts
Total:

Amount
$1,250 ,000 .00
$1,250 ,000 .00
$1,000,000.00
$1,000,000.00
$1,000,000.00
$350 ,000 .00
$250 ,000 .00
$150 ,000 .00
$150,000.00
$100,000 .00
$100,000 .00
$100,000 .00
$100,000 .00
$50 ,000 .00
$50 ,000 .00
$50,000 .00
$50 ,000 .00
$50,000 .00
$30,000 .00
$30,000 .00
$25,000 .00
$25,000 .00
$25,000 .00
$15 ,000 .00
$10,000 .00
$10 ,000 .00
$10,000 .00
$10 ,000 .00
$10,000 .00
$10 ,000 .00
$10,000 .00
$10,000.00
$10,000 .00
$10,000 .00
$10,000.00

Requests of $10,000 or more

Amount

DaimlerChrysler Corporation *
Dow Chemical *
Fifth Third Bank *
Wege Foundation •
Gerstacker Foundation *
Cook Charitable Foundation"
Meijer Corp*
Les Tassell*
McKinley Foundation*
Haworth Furn iture •
Strosacker Foundation *
Gordon Food Service *
Knight Foundation "
Second Story Construction *
Community Foundation of Greater Flint*
Frederick S. Upton Foundation •

$1,000 ,000 .00
$250 ,000 .00
$150 ,000 .00
$100 ,000 .00
$100 ,000 .00
$100 ,000.00
$100,000 .00
$100,000.00
$100,000 .00
$50,000 .00
$50,000 .00
$50,000.00
$50,000 .00
$25,000 .00
$25,000 .00
$15,000.00

Future Requests of $50,000 or more

$1,775,000 .00

Total:

$4,040,000.00

$132 ,660 .00
$7,442,660.00
TOTAL:

$11,482,660.00

* Proposal sent: waiting for response

# Proposal sent: more information requested
@ Proposal in process: contact made
" Proposal in process: contact strategy in process

Total gifts, pledges and requests if granted: $ 11,482,660.00

�ConnectMichigan Alliance
Community Foundation Contributions
5/23/2002
Community Foundation for Southeastern Michigan
Grand Rapids Community Foundation
Fremont Area Community Foundation
Battle Creek Community Foundation
Capital Region Community Foundation
Muskegon Community Foundation
Jackson County Community Foundation
Grand Haven Area Community Foundation
Midland Area Community Foundation
Four County Community Foundation
Lenawee Community Foundation
Barry Community Foundation
Charlevoix County Community Foundation
Petoskey-Harbor Springs Area Community Foundation
Gratiot County Community Foundation
Sturgis Area Community Foundation
Mackinac Island Community Foundation
Manistee Community Foundation

$100,000.00
$50 ,000 .00
$50,000.00
$30,000.00
$25,000.00
$15,000 .00
$10,000.00
$5,000.00
$5,000.00
$3,500 .00
$3,000.00
$2,000.00
$1,500.00
$1,500.00
$1,000.00
$500.00
$500.00
$500 .00

Total:

$304,000.00

�</text>
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            <description>A name given to the resource</description>
            <elementTextContainer>
              <elementText elementTextId="712555">
                <text>ConnectMichigan Alliance 2002-05-23 Kalamazoo Community Foundation letter to Jack Hopkins</text>
              </elementText>
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          </element>
          <element elementId="39">
            <name>Creator</name>
            <description>An entity primarily responsible for making the resource</description>
            <elementTextContainer>
              <elementText elementTextId="712556">
                <text>Michigan Nonprofit Association</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="41">
            <name>Description</name>
            <description>An account of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="712557">
                <text>ConnectMichigan Alliance 2002-05-23 Kalamazoo Community Foundation letter to Jack Hopkins. 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.</text>
              </elementText>
            </elementTextContainer>
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          <element elementId="49">
            <name>Subject</name>
            <description>The topic of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="712558">
                <text>Dorothy A. Johnson Center for Philanthropy</text>
              </elementText>
              <elementText elementTextId="712559">
                <text>Charities</text>
              </elementText>
              <elementText elementTextId="712560">
                <text>Philanthropy and Society</text>
              </elementText>
              <elementText elementTextId="712561">
                <text>Fundraising</text>
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              <elementText elementTextId="712562">
                <text>Records</text>
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              <elementText elementTextId="712563">
                <text>ConnectMichigan Alliance</text>
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              <elementText elementTextId="712564">
                <text>Michigan Nonprofit Association</text>
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              <elementText elementTextId="712565">
                <text>Michigan</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="42">
            <name>Format</name>
            <description>The file format, physical medium, or dimensions of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="712567">
                <text>application/pdf</text>
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          <element elementId="51">
            <name>Type</name>
            <description>The nature or genre of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="712568">
                <text>Text</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="44">
            <name>Language</name>
            <description>A language of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="712569">
                <text>eng</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="45">
            <name>Publisher</name>
            <description>An entity responsible for making the resource available</description>
            <elementTextContainer>
              <elementText elementTextId="712570">
                <text>Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49474</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="47">
            <name>Rights</name>
            <description>Information about rights held in and over the resource</description>
            <elementTextContainer>
              <elementText elementTextId="712571">
                <text>&lt;a href="http://rightsstatements.org/page/InC/1.0/?language=en"&gt;In Copyright&lt;/a&gt;</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="48">
            <name>Source</name>
            <description>A related resource from which the described resource is derived</description>
            <elementTextContainer>
              <elementText elementTextId="712572">
                <text>&lt;a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515"&gt;Our State of Generosity collection, JCPA-04&lt;/a&gt;</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="40">
            <name>Date</name>
            <description>A point or period of time associated with an event in the lifecycle of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="826117">
                <text>2002-05-23</text>
              </elementText>
            </elementTextContainer>
          </element>
        </elementContainer>
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</itemContainer>
