62 24 5790 https://digitalcollections.library.gvsu.edu/files/original/67ce4a8d699bf63be3cadd58a22177b3.pdf 92d17abc2b8435cb6248f4a90aa854d9 PDF Text Text t<~~ ConnectM. higan Campaign Tri-Chail·s Michelle Englet· MEMORANDUM Julie Fisher Cummings William C. Richardson To: Michelle Engler Julie Fisher Cummings Bill Richardson Dottie Johnson Anne Mervenne Campaign Cahil1el Edward 0. Blews Cuolyn Bloodwot·th Nonie Brennan Stan ley P. Caine Richard Cole From: Robert Collier John Lore Date : May 9, 2002 Re : DaimlerChrysler Neeta Delaney David 0. Egner Eric R. Gilbertson Karla Hall Dorothy A. Johnson John Lore Arend D. Luhbet·s Russell G. Mawby Barbara Mieras I called Sandy Ulsh, Vice President and Executive Director of the Ford Motor Company Fund, last week and asked her to call Frank Fountain and encourage him to scale the DaimlerChrysler gift on the Ford gift and not the gift from General Motors. Andrea F. Newman J nan Olivarez Joel Orosz Terry Pruitt Judith Ann Rapanos Patricia Reynolds Michelle, Julie, Dottie and Bill, if you should meet Frank in your professional circles it might be helpful if you do the same. Anne, if you feel comfortable doing so , a call to your DaimlerChrysler Foundation staff contact might also be helpful. I think if Frank knows how disappointed we were in the General Motors gift level he might work more diligently to meet our $1,000 ,000 request level. I know that we are all extremely busy this month -- however, a contact from each, or any of you, might make a difference. Anne Rosewarne Kathryn Rossow Peter Secchia Diana Sieger Glenn D. Steil Judy Tymowicz Thanks for your continued interest. Connect Michigan Alliance P. 0. Box 22004 Lansing, Michigan 48909-2004 • phone 888-242-707 5 fax 517-241-3869 Building, Stn~ng;theni_ng and Investing in Mich i_gan Conununities A partnership of: Michigan Campus Compact, Michigan Community Set·vice Commission, Michigan Nonpt·ofit Association, Volunteer Centers of Michigan �ConnectMichigan Alliance Gift Snapshot 5/9/2002 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 ,000,000.00 $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 $1 00,000.00 $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 Amount DaimlerChrysler Corporation * Dow Chemical * Fifth Third Bank * Wege Foundation * Gerstacker Foundation * Cook Charitable Foundation" Meijer Corp * Les Tassell * McKinley Foundation* Haworth Furniture * 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 $7,192,660.00 TOTAL: * Proposal sent: waiting for response #Proposal sent: more information requested @ Proposal in process: contact made " Proposal in process: contact strategy in process Requests of $10,000 or more $11,232,660.00 Total gifts, pledges and requests if granted: $ 11,232,660.00 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_DaimlerChrysler_2002-05-09_Memo Title A name given to the resource ConnectMichigan Alliance 2002-05-09 DaimlerChrysler memo Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2002-05-09 DaimlerChrysler memo. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49425 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2002-05-09 https://digitalcollections.library.gvsu.edu/files/original/d7274be88257776d474b99f7ec39301e.pdf e159834f3c8d671b2bda4307cd046b7a PDF Text Text C onnectMy^higan Campaign Tri-Chairs Michelle Engler Julie Fisher Cummings William C. Richardson April 1,2002 Mr. Frank Fountain, President DaimlerChrysler Corporation Fund Senior Vice President, Government Affairs DaimlerChrysler Corporation 1000 Chrysler Drive Auburn Hills, Michigan 48326-2766 Dear Frank: Great news from The Kresge Foundation! We have been awarded a $1,000,000 grant for the ConnectMichigan Alliance. Because the grant is contingent on the successful completion of the endowment campaign, our $1,000,000 request from DaimlerChrysler can be leveraged with this $1,000,000, as well as the match of $1,000,000 provided by the State of Michigan. We had an excellent meeting with the ConnectMichigan Alliance Campaign Committee on March 26, 2002, and the report was exciting! We have received pledges and gifts totaling over $7,000,000. Frank, in order to successfully complete this campaign, we will need the support of DaimlerChrysler. Because of the challenge from the State of Michigan and from The Kresge Foundation, your gift of $1,000,000 will actually produce $3,000,000 in perpetuity to strengthen volunteerism in Michigan. Enclosed is a copy of the award letter from The Kresge Foundation. Campaign Cabinet Edward 0. 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 \Warmest regards, lelle Engler First Lady of Michigan Enclosure, 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 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_DaimlerChrysler_2002-04-01_Letter-to-Frank-Fountain Title A name given to the resource ConnectMichigan Alliance 2002-04-01 DaimlerChrysler letter to Frank Fountain Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2002-04-01 DaimlerChrysler letter to Frank Fountain. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49424 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2002-04-01 https://digitalcollections.library.gvsu.edu/files/original/630680a200d3d9e22e8d935a72a27329.pdf e3a82052316de469634d379c9c95049b PDF Text Text ConnectMi Campaign Tri-Chairs Michelle Engler Julie Fisher Cummings William C. Richardson January 30, 2002 Campaign Cabinet Edward 0. Blews Carolyn Bloodworth Nonie Brennan Stanley P. Caine Richard Cole Robert Collier Mr. W. Frank Fountain President, DaimlerChrysler Corporation Fund Senior Vice President, Government Affairs DaimlerChrysler Corporation 1000 Chrysler Drive Auburn Hills, Michigan 48326-2766 Dear Frank: I am writing to share some great news about the ConnectMichigan Alliance (CMA). As you may recall from our conversation last summer, CMA is a cuttingedge initiative designed to provide long-term support for the thousands of people who volunteer daily in communities all across Michigan. We do this by bringing together the resources, expertise and leadership of Michigan's premiere statewide volunteer support organizations. John S. Lore, formerly with the Sisters of St. Joseph Health System, has agreed to take on the leadership reigns of the CMA and has been actively involved in moving our vision forward. John is a leader in the nonprofit sector and has a good deal of experience in helping grow innovative organizations. We are very excited about his appointment as President and CEO. In addition to our organizational development work, we have also made great strides in our endowment building efforts. As you know, the CMA Campaign is unique, not only because of the creative collaboration of the State's premiere volunteer oriented nonprofits, but also because of an innovative public/private partnership. The CMA will do its great work well into the future due to a $20 million permanent fund we are building with the help of a challenge grant from the State of Michigan and the private sector funds we have raised as a result. To date we have raised $5.5 million in private sector funds and that moves us over the halfway mark on the campaign! 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 Soon we will be entering into the public phase of our campaign where we will be announcing the lead gifts that will include the W.K. Kellogg Foundation, C.S. Mott Foundation and Hebert H. and Grace A. Dow Foundation as givers at or above the one million dollar level. Our timing for this unveiling is April 29-30, 2002 at our Volunteerism SuperConference in Lansing. This biennial event is our 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 �Mr. W. Frank Fountain January 30, 2002 Page 2 State's preeminent gathering of the volunteer sector and a logical opportunity to recognize the exemplary efforts of the ConnectMichigan Alliance Campaign partners. We also hope to announce that we will be completing the final portion of the campaign as we currently have a number of key requests pending. We believe the DaimlerChrylser Corporation is a vital potential partner in this endeavor and I would like to encourage you to join our campaign. I know that Terry Pruitt has spoken to you about how important it for us to include your organization in our campaign. You have our organizational materials from our meeting last summer and a proposal requesting a $1 million commitment. This is comparable to the request we made to both the Ford Motor Company Fund and the General Motors Corporation. I am excited and pleased to report that the Ford Motor Company Fund has committed $1 million to our effort. Ford's pledge, like all pledges to the CMA Campaign, is eligible for the State of Michigan match and can be distributed over multiple years. Should you need any information regarding pledges or the CMA, please feel free to contact me or John Lore, at (517)492-2442. Thank you in advance for your support. In light of recent events, it is clear that we need to support our volunteers and their community building efforts now more than ever. I hope the DaimlerChrysler Corporation will join us in our goal of endowing service and volunteerism in Michigan/ arm regards, Engler First Lady of Michigan cc: Terry Pruitt Julie Fisher Cummings Geneva Jones Williams � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_DaimlerChrysler_2002-01-30_Letter-to-Frank-Fountain Title A name given to the resource ConnectMichigan Alliance 2002-01-30 DaimlerChrysler letter to Frank Fountain Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2002-01-30 DaimlerChrysler letter to Frank Fountain. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49423 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2002-01-30 https://digitalcollections.library.gvsu.edu/files/original/8a066637637fdfa4a545624c66df9ab5.pdf bd1848bc775ed5cdd152031f8a22d501 PDF Text Text ^e^ � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_DaimlerChrysler_2001-04-18_Notes Title A name given to the resource ConnectMichigan Alliance 2001-04-18 DaimlerChrysler notes Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2001-04-18 DaimlerChrysler notes. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49422 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-04-18 https://digitalcollections.library.gvsu.edu/files/original/f1c7498bb48812f58bde8044cb39d556.pdf fee2df50b74952e5259a43fe7b1e7c3a PDF Text Text WHITNEY FUND 3 3 3 W E S T FORT S T R E E T , S U I T E 2 0 1 0 DETROIT, MICHIGAN 48226-3 134 (313)961-6675 September 20, 2001 Mr. John S. Lore President and CEO ConnectMichigan Alliance PO Box 22004 Lansing, MI 48909-2004 Re: Grant #2001-1384 Dear We are pleased to announce that on September 17, 2001 the Board of Trustees of the Whitney Fund adopted the following resolution. RESOLVED, that a one-time grant of $50,000 to ConnectMichigan Alliance for support for a campaign that promotes and strengthens community volunteerism, be approved. This grant is conditional upon these funds being used to benefit activities in southeast Michigan in perpetuity. Enclosed find two copies of the Terms of Grant Agreement related to this grant. Please make special note of all of the provisions and procedures indicated. Please sign and return the original copy of the Terms of Grant Agreement to the Whitney Fund as soon as possible indicating your acceptance of the grant award and its terms. Also, please find enclosed information regarding the final report requirements of this grant, as well as guidelines for publicizing your award. After a signed copy of the Terms of Grant Agreement has been received, it is anticipated that payment will be made as follows: September 2001 $50,000 We wish you every success and look forward to receiving reports on your progress. Sincerely, Mariam C. Noland Secretary/Treasurer Enclosures A SUPPORTING O R G A N I Z A T I O N OF THE COMMUNITY FOUNDATION FOR S O U T H E A S T E R N M I C H I G A N �The Whitney Fund TERMS OF GRANT AGREEMENT PLEASE READ CAREFULLY! I. Acceptance of Grant The grant to your organization from the Whitney Fund is for the explicit purpose(s) described in the Grant Resolution and is subject to your acceptance of the terms described therein. To accept the grant and receive the funds, return a signed copy of this "Terms of Grant Agreement" to the Whitney Fund. Keep the other copy for your files. Please refer to the grant number and title in all communications concerning the grant. Grantee: Date Authorized: ConnectMichigan Alliance September 20, 2001 Grant Number: #2001-1384 Amount Granted: $50,000 Grant Resolution: RESOLVED, that a one-time grant of $50,000 to ConnectMichigan Alliance for support for a campaign that promotes and strengthens community volunteerism, be approved. This grant is conditional upon establishing a branch office in southeast Michigan. Grant Period: Begins - September 20, 2001 Terminates - September 19, 2002 II. Review of Grant Activity The grantee will furnish the Whitney Fund with written reports according to the following schedule: Final Report - October 5, 2002 �ConnectMichigan Alliance in. Special Provisions In accepting this grant, the grantee accepts the following conditions: 1. To use funds granted solely for purpose stated. 2. To repay any portion of the amount granted which is not used for the purpose of the grant. To return any unexpended funds if the grantee loses its exemption from Federal income taxation as provided under Section 501(c)(3), of the Internal Revenue Service Code. 4. IV. To maintain books and records adequate to verify actions related to this grant should this prove necessary. Public Announcements The grantee is encouraged to make appropriate announcement of the receipt of this grant. The Whitney Fund would appreciate receiving a copy of any such announcement, as well as a copy of any and all newspaper and other articles relating to this grant. For the Grantee: Signature of Authorized Representative Date Signature of Project Director (if different) Date Page 2 of 2 sffRoawl*v*nneyWAi»(y-Tennifm doc �Community Foundation for Southeastern Michigan FINAL REPORT GUIDELINES An important requirement of any grant from the Community Foundation for Southeastern Michigan is the submission of a Final Report. The due date for your Final Report is indicated in the Terms of Grant agreement. All correspondence should reference the grant number and Final Report due date. A Final Report should contain the following elements: A cover letter indicating that all the grant funds were expended in accordance with the Terms of Grant agreement. A description of how the proposed program was implemented. A review of how the grant funds were spent, including a detailed final budget showing all expenses. Please note that the Foundation expects that yon will spend the grant as proposed in your application. If yon wish to adjust the budget, you must contact the Foundation for approval. An evaluation of the success of the program. Were the objectives of the program met? 5. A statement indicating your future plans for the program. Please feel free to include any additional information concerning your program or your experience with this grant that may be of interest to the Foundation's trustees. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Community-Foundation-for-Southeastern-Michigan_2001-09-20_Letter Title A name given to the resource ConnectMichigan Alliance 2001-09-20 Community Foundation for Southeastern Michigan letter Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2001-09-20 Community Foundation for Southeastern Michigan letter. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49421 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-09-20 https://digitalcollections.library.gvsu.edu/files/original/89811118a2b37a8e402aa39736ed0a7e.pdf cf1f7520c6bd77b13bf0ef7b734642d1 PDF Text Text Comenca Incorporated P.O. B¢K 75000 Detroit Mich!Qan 49275 August 28, 2001 Ms. Michelle Engler First Lady Chairperson, ConnectMichign Alliance Campaign c/o Governors Office George W. Romney Building, 4m Floor 111 5. Capitol Avenue Lansing, Ml48913 Dear Ms. Engler. On behalf of Eugene A. Miller, Chairman, President and CEO of Comerica Incorporated and Richard Collister, President of the Comerica Charitable Foundation, I am pleased to approve a grant of $150,000 to be paid in three equal Installments of $50,000 each in the years 2002, 2003 and 2004 to support the State of Michigan challenge grant requirements for the ConnectMichigan Campaign. Comerica and the Comerica Charitable Foundation currently provide significant annual support to organizations that coordinate and provide volunteer resources in communities throughout Michigan . In addition to financial resources, we are equally proud of the hours of technical assistance and other hands:-en volunteer service provided by our colleagues throughout the state. The plan to better coordinate the efforts of volunteer resource organizations, and to expand the strength of volunteerism throughout the state is a wonderful complement to our efforts to improve community outreach In the markets we serve. We are proud to award this grant to ConnectMichigan, and look forward to the success of the collaborations between the Michigan Non ·Profit Association, Michigan Campus Compact, Michigan Community Service Commission and the Volunteer Centers of Michigan to increase learning and coordination among the many nonprofit agencies that affect community outreach throughout the state. (More) ' : ~ '·· l : .i . ·. : , ..\ · . ; _____ .. ,...._,, ca~n-1 t7?:-L 1 s : xe_j AG~l 18~1..:1 ~0 'J~O �Ms. Michelle Engler ConnectMichigan Page Two Please be advised, at Comerica's discretion, the balance of the funding in support of this project will be considered each year. Future grant requests must include a copy of ConnectMichigan's most recent progress report, financial statements, and an annual budget showing expenses and income. On behalf of Comerica and the Comerica Charitable Foundation, we are pleased to become a partner in this important endeavor. Sincerely, ambers Caroline S. Vice President Secretary, Comerica Charitable Foundation Executive Administration P.O. Box 75000 Detroit, Ml 48275.3352 313.222.3571 Copy to: Eugene Miller Richard Collister Jame5 Garavaglia -------:::£0~.;--;d -~6£ : £1 W' 1£ 6ntJ £980- 117<:- LlS :XE.:J A.GtJl l SCII.:l .:lO 'J.:lO � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Comerica-Foundation_2001-08-28_Grant-Approval-Letter-Gene-Miller Title A name given to the resource ConnectMichigan Alliance 2001-08-28 Comerica Foundation grant approval letter Gene Miller Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2001-08-28 Comerica Foundation grant approval letter Gene Miller. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49420 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-08-28 https://digitalcollections.library.gvsu.edu/files/original/ac3ad1f80c673c7e80f9208f1b6193e0.pdf 28d3f7bf54206f895f39ae55bb8bde8d PDF Text Text AT C onnectMi/^higan MEMORANDUM Campaign Tri-Chairs Michelle Engler TO: J u l i e Fisher Cummin;;? Albert P. Taylor, First Vice President Executive Administration Treasurer Comerica Foundation W i l l i a m C. Richardson Campaign Cabinet Edward 0. Bleus FROM: Kyle Caldwell, Ex Officio Member of the Board of Trustees ConnectMichigan Alliance Carolyn Bloodworth Nonie Bremian Stanley P. Caine RE: ConnectMichigan Alliance Endowment Investment Plan Richard Cole Robert Collier Neeta Delaney DATE: Wednesday, May 02, 2001 CC: Patricia Reynolds, Capitol Region Community Foundation David 0. K::ner Krir H. (jdbcrtson Karla Hall Dorothy \ John-..HI John Lore This memo and attachment explain the investment strategy for the ConnectMichigan Alliance Endowment fund at the Capital Region Community Foundation (CRCF). A copy of the investment policy for the CRCF is attached for your review. An-n.l I). LubberRussell G. Maw by Barbara \licraAndrea K Newman ,1 nan ()li\/ Joel ()ro.-y. The CRCF currently invests its permanently endowed dollars with three area bank trust departments: Comerica, National City, and Michigan National (Standard Federal). Of particular interest should be a CRCF policy which reads: Terry I'ruilt J u d i t h Ann Kapanos I'alrieia ReynoldAnne Rosewarne k a t h r y u Ros-ow "It is the intent of the Trustees that funds donated to the Foundation, currently in trust with a financial institution, shall remain at that institution." Peter Secrhia Diana Sicirer J ud\\u ic/ While the funds we will be soliciting are (for the most part) not in trust, the spirit behind this policy was to "not hurt" financial institutions by transferring funds to the community foundation. Therefore, when we are dealing with a financial institution that is considering a "significant" gift, donors may donate knowing that they need not "lose" the management of the funds. This, by law, may not be a permanent guarantee of course, as CRCF's Board of Trustees has ultimate control over any and all invested dollars and must carry out their fiduciary responsibility. Please feel free to contact me at 517-335-1013 should you have any questions. Connect Michigan \lliance I'.O. Ho\J l.an-in;:. Michigan t!;')0')-2(H) I • phone !!,';!!-2 I2-707."> fax ."> I 7-2 H-.•?<"(>'> l i u i l d o i ^ . Nreiiuliriiin:: and IMM -liiii iii M i e l i i ^ a u I cmminnilieA |Kirtuerslii|i of: Michigan Campus Com pact. Michigan (ionium nil \\e Co in mi-.-ion. Michigan Nonprofii Wociation. Nohinlei'i- Center-, of Michigan �THE CAPITAL REGION COMMUNITY FOUNDATION INVESTMENT POLICY STATEMENT AND SPENDING GUIDELINES PURPOSE The Capital Region Community Foundation (hereinafter, "Foundation") has been organized as a vehicle for flexible charitable giving, with the principal objective of accepting donations to establish permanent endowment funds. Following the spending policy detailed later, dollars are made available for current and future community needs. These assets are to be invested in a manner consistent with statutory fiduciary responsibilities. The purpose of this Investment Policy Statement is to establish a clear understanding of the philosophy and the investment objectives for The Foundation. This document will further describe the standards that will be utilized by the Finance Committee in monitoring investment performance, as well as, serve as a guideline for any investment manager retained. SCOPE This Investment Policy Statement applies only to those assets for which the investment manager and the Finance Committee have discretionary authority. FINANCE COMMITTEE The Finance Committee is responsible for recommending investment policies and strategies, trustees, investment managers and/or advisors, and other fiduciaries, and monitoring the performance of the trustees, managers, advisors and other fiduciaries. IMPLEMENTATION OF INVESTMENT POLICIES The investment policies of the Foundation will be carried out by means of investment strategies that reflect continuous evaluation of changing investment environments, judgment regarding the allocation of The Foundation's assets among different kinds of investment opportunities, identification of appropriate investment vehicles, and the making of specific investment decisions. STANDARD OF INVESTMENT JUDGMENT In seeking to attain the investment objectives set forth in this statement, the Finance Committee shall exercise prudence and appropriate care. SPENDING POLICY Spending Rate for Distribution A recent study conducted by DeMarche Associates for the Council on Foundations illustrated the impact of different spending policies over time on the assets of a foundation. The study compared �the performance of three hypothetical foundations with different payout percentages (5%, 6%, covering the period from 1950 - 1994. Each foundation starts with a million dollars and has the identical portfolio that is typical of foundations. The findings showed that by the end of 1994, the charitable payout of the 5% foundation would be 27.4% more than the 6% foundation and 67.2% more than the 7% foundation. The 5% payout foundation had increased its assets thereby preserving its purchasing power and had paid out more in grants than the other two foundations who had paid less in grants and significantly reduced its purchasing power. Asset Base Calculation The amount to be spent in the coming year is calculated each December 31st or the month preceding the end of the agency's fiscal year. This is reviewed and approved by the Finance Committee annually. The calculation is as follows: a. b. A 12 quarter rolling average of the market value is determined. The amount to be spent will be 5% of the market value calculated in "a" above. Income available for spending is determined by a total return system. The "income" that may be spent, as determined in this paragraph, may be drawn from both ordinary income earned (i.e., dividends, interest, rents, royalties, etc.) and appreciation, both earned and unearned. All income and appreciation not needed to meet spending needs is credited directly to the Foundation and invested in the investment pools. Spending Guideline Resolution Be it resolved that beginning January 1,1998 the spending rate for permanent component funds held by the Foundation will be equal to 5% of the average quarterly market value over the preceding 12 quarters. Dollars available for granting shall be equal to the 5% spending rate minus Foundation fees and direct expenses. For practical reasons, this spending rate will not apply to funds which are considered nonpermanent or other short-term funds or funds which hold closely-held securities or other investments which cannot be pooled for investment purposes. Short-term gifts will be distributed according to the provisions of their respective gift instruments. For funds which hold closely-held securities and other income generating investments which cannot be pooled, the actual income generated will be made available as the spending amount. Funds which hold non-incomegenerating assets (life insurance policies, etc.) will continue to hold those assets intact; these assets will not generate a spending amount until they are mature or are converted into marketable securities. INVESTMENT OBJECTIVES & PHILOSOPHY A. The primary objective of the permanent investments will be to provide for long-term growth of principal and income without undue exposure to risk to enable the Foundation to make grants on a continuing and reasonably consistent basis. B. Therefore, the focus will be on consistent long-term capital appreciation, with income generation as a secondary consideration. C. More specifically, the Finance Committee seeks returns during a full market cycle that are large enough to preserve and enhance the real, inflation adjusted purchasing power of the Foundation's assets, while also considering the current spending requirements. D. In pursuing this objective, the Finance Committee endeavors to achieve total returns that, over time, are better than the relevant market averages. �E. The Finance Committee does not expect that in each and every year the investment objective referred to above will necessarily be achieved. TIME HORIZON To allow for the normal ups and downs of the market in the short term, it is intended that the following Specific Performance objectives will be achieved by the investment manager(s) over a 5-year moving period, net of investment management fees. Nevertheless, the Finance Committee reserves the right to evaluate and make any necessary changes regarding the investment manager over a shorter term using the criteria established in the "Evaluation of Investment Manager" section of this statement. ASSET ALLOCATION OF PERMANENT FUNDS Deliberate management of the asset mix among classes of investments available to the Foundation is both a necessary and desirable responsibility. In the allocation of assets, diversification of investments among asset classes that are not similarly affected by economic, political, or social developments is a highly desirable objective. The diversification does not necessarily depend upon the number of industries or companies in a portfolio or their particular location, but rather upon the broad nature of such investments and of the factors that may influence them. In making asset allocation judgments, the Finance Committee is not expected to seek to "time" subtle changes in financial markets, or that frequent or minor adjustments would be needed. Instead, the Finance Committee is expected to develop and adopt expressed guidelines for broad allocations on a long-term basis, in light of current and projected investment environments. To insure broad diversification in the long-term investment portfolios among the major categories of investments, asset allocation, as a percent of the total market value of the total long-term portfolio, will be set with the following target percentage and within the following ranges: Total Foundation Tvpe of Securities Equities Domestic Large Cap Domestic Small Cap International Fixed Income Cash Equity Manager Fixed Income Manager Target Range Range Range 45% 10% 40-60% 5-15% 90-100% 90-100% 0% 0% 10% 5-15% 90-100% 0% 35% 20-40% 0% - - 90-100% 0-10% 0-10% The Foundation seeks to achieve an equal balance between value and growth equities. �INVESTMENT STRATEGIES A. Permanent Funds: The permanent funds of the Foundation shall be invested under a master custodian relationship with one or more financial institutions. The emphasis shall be on longterm growth without undue exposure to risk. Consideration in selecting and retaining a manager of permanent funds will encompass success in meeting expected rate of return, service capacity and fees charged for investment services provided. B. Non-Permanent Funds and Temporary Cash Investments: Investment of non-permanent and temporary cash (including grants payable) funds shall reflect the need for the preservation of capital and liquidity, with a secondary emphasis upon maximization of investment income without undue exposure to risk. Investment guideline considerations shall therefore include but not be limited to investing in U.S. Treasury, U.S. Agency, and Corporate Bonds (single A credit or better), tied to the 90-day Treasury Bill benchmark. These funds should maintain an average weighted maturity between one day and one year, and an average credit quality of AAA. The maturity of an individual security shall not exceed one year. SPECIFIC PERFORMANCE OBJECTIVES Total Foundation - Permanent Funds 1. The total return shall exceed the Consumer Price Index plus 5% (5% premium reflects the average spending policy). 2. The total return shall exceed a target Balanced Index composed of: 45% of the S&P 500 Index (Domestic Large Cap Equity), 10% of the Russell 2000 Index (Domestic Small Cap Equity), 10% of the Morgan Stanley Capital International Europe, Australia, Far East Index - "EAFE" (International Equity) and 35% of the LB Aggregate Bond Index (Fixed Income). Equity Managers 1. The total return shall exceed the total return of the relevant equity benchmark: Domestic Large Cap - S&P 500 Index, Domestic Small Cap - Russell 2000 Index, International EAFE Index. 2. The manager's return will be expected to rank above the median return of the appropriate Equity Manager Universe, and of managers with a similar style. 3. The manager will be expected to maintain a beta (volatility) no greater than 1.20 versus the relevant equity benchmark. 4. The risk-adjusted performance (alpha) is expected to be positive. Fixed Income Managers 1. The total return shall exceed the total return of the LB Aggregate Bond Index. 2. The manager's return will be expected to rank above the median return of the Fixed Income Manager Universe. �3. The manager will be expected to maintain a duration no greater than + 25% that of the LB Aggregate Bond Index. Non-permanent and Temporary Cash Funds 1. The total return shall exceed the total return of the 90-day Treasury Bill. 2. The manager will be expected to maintain a standard deviation no greater than that of the one year Treasury Bill. INVESTMENT MANAGER REQUIREMENTS 1. In today's rapidly changing and complex financial world, no list or types of categories of investments can provide continuously adequate guidance for achieving the Finance Committee's investment objectives. Any such list is likely to be too inflexible to be suitable of the market environment in which investment decisions must be made. Therefore, it is the process by which investment strategies and decisions are developed, analyzed, adopted, implemented and monitored, and the overall manner in which investment risk is managed, which determines whether an appropriate standard of reasonableness, care and prudence has been met for The Foundation's investments. 2. Although there are no strict guidelines that will be utilized in selecting investment managers, the Finance Committee will consider the length of time the firm has been in existence, its track record, fees, assets under management, and the amount of assets the Foundation already has invested with the firm. 3. The requirements stated below apply to investments in non-mutual and non-pooled funds, where the investment manager is able to construct a separate, discretionary account on behalf of the Foundation. Although the Finance Committee cannot dictate policy to pooled/mutual fund investment managers, the Finance Committee's intent is to select and retain only pooled/mutual funds with policies that are similar to this policy statement. All managers (pooled/mutual and separate), however, are expected to achieve the performance objectives. 4. Unless prior written approval is obtained from the Finance Committee to the contrary: a. Each investment manager must satisfy the performance objectives and asset allocation guidelines. b. Each investment manager shall have the full investment discretion with regard to market timing and security selection, consistent with this Investment Policy Statement. c. The investment managers shall be evaluated on a quarterly basis and should be prepared to meet with the Finance Committee at least annually. d. The investment manager shall handle the voting of proxies and tendering of shares in a manner that is in the best interest of the Foundation and consistent with the investment objectives contained herein. e. The investment managers shall not utilize derivative securities to increase the actual or potential risk posture of the portfolio. Subject to other provisions in this Investment Policy Statement, the use of primary derivatives, including, but not limited to, structured notes*, lower class tranches of collateralized mortgage obligations (CMOs)**, principal only (PO) or interest only (IO) strips, inverse �floating securities, futures contracts, options, short sales, margin trading and such other specialized investment activity is prohibited. Moreover, the investment managers are precluded from using derivatives to effect a leveraged portfolio structure (if options and futures are specifically approved by the Finance Committee, such positions must be offset in their entirety by corresponding cash or securities). The Finance Committee must explicitly authorize the use of such derivative instruments, and shall consider certain criteria including, but not limited to, the following: i. ii. iii. iv. v. Manager's proven expertise in such category. Value added by engaging in derivatives. Liquidity of instruments. Actively traded by major exchanges (or for over-the-counter positions, executed with major dealers), Manager's internal procedures to evaluate derivatives, such as scenario and volatility analysis and duration constraints. * Permit investments in "conservative" structured notes which are principal guaranteed, unleveraged, and of short to intermediate maturity. ** Lower class defined by Federal Financial Institutional Examination Council (FFIEC). f. There shall be no investments in non-marketable securities, except for Rule 144a securities (with or without registration rights). Rule 144a securities shall not exceed 20% of a fixed income manager's portfolio. g. For diversification purposes, the equity portion of each investment manager's portfolio should have in excess of 20 positions. h. Each investment manager must assure that no position of any one issuer shall exceed 8% of the manager's portfolio at market value, with the exception of securities issued by the U.S..government and its agencies. i. Each investment manager must assure that no more than 25% of its portfolio is invested in any one industry sector, with the exception of securities issued by the U.S. government and its agencies. j. The investment manager shall not effect a purchase which would cause a position in the portfolio to exceed 5% of the issue outstanding at market value. k. The bond portfolio must have an overall weighted average credit rating of "A" or better by Moody's and Standard & Poor's rating services. In addition, there shall be no bond investments below investment grade (Baa/BBB). In the event that a bond instrument is downgraded below investment grade, then the investment manager shall immediately notify the Finance Committee in writing. In the case of a split rating, the higher rating will apply. 1. Not more than $250,000 of an investment manager's portfolio shall be invested in commercial paper of any one issuer. The credit quality must A1/PI. �m. Not more than $100,000 shall be invested in Bank Certificates of Deposit of any single issuer. EVALUATION OF INVESTMENT MANAGERS The investment managers will be reviewed on an ongoing basis and evaluated upon the following additional criteria: 1. Ability to meet or exceed the performance objectives stated in this Investment Policy Statement. 2. Adherence to the philosophy and style which were articulated to the Finance Committee at, or subsequent to, the time the investment manager was retained. 3. Ability to meet or exceed the performance of other investment managers who adhere to the same or similar style. 4. Continuity of personnel and practices at the firm. The investment manager shall immediately notify the Finance Committee in writing of any material changes in its investment outlook, strategy, portfolio structure, ownership, or senior personnel. CONCLUSION The substance of this document is to be interpreted as a model for investment principles and guidelines with the realization that certain circumstances may prevent the Finance Committee from fully complying with these precepts. In any case, all such variances must be approved by the Board of Trustees. This statement of investment policy shall be reviewed annually. The investment performance will be reviewed on a quarterly basis. Acknowledged on behalf of Capital Region Community Foundation Acknowledged on behalf of the Investment Manager Date Date �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. Albert lay/o ~ > **?><* FROM: |<cf Date: NUMBER OF PAGES INCLUDING THE COVER MESSAGE: �Tnainsmi-t Con-f . Rep on-t May 3 '01 — > 913139640638 No. 0003 Mode NORMflL Time 2 '51" Pages 9 Page(s) Result 0K 10=13 �Tnainsmi-t Con-f. Rep on-t May 3 '01 10:17 -> 915174851636 No. 0004 Mode NORMPIL Time 2 '49" Pages 9 Page(s) Result 0 K �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: FROM: Date: NUMBER OF PAGES INCLUDING THE COVER MESSAGE: �Trainsrni-t Conf . Repor-t May 3 '01 — > s ingh No. 0005 Mode NORMflL Time 5 '54" Pages 9 Page(s) Result 0K 10=29 �MARYESTRAD From: MARY ESTRn To: Crow, Dan Here is the info: Albert P. Taylor First Vice President Executive administration Treasurer Comerica Foundation 11-5000 Ph: 313-222-3949 Fax:313-964-0638 Cell: 313-714-1697 Comerica Incorporated Comerica Tower at Detroit Center 500 Woodward Avenue Detroit, MI 48226 Mail to: MC 3382 P.O. Box 75000 Detroit, MI 48275 1-800.5-MOBILE . mvw.mobife. o^ � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Comerica-Foundation_2001-05-02_Investment-Strategy-Gene-Miller Title A name given to the resource ConnectMichigan Alliance 2001-05-02 Comerica Foundation investment strategy Gene Miller Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2001-05-02 Comerica Foundation investment strategy Gene Miller. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49419 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-05-02 https://digitalcollections.library.gvsu.edu/files/original/6d3ac7bb34a31b9c058cfab7d977f0dc.pdf cb481ac180dc3cb5bf1aba25fe901a9b PDF Text Text From the desk of. Kyle Caldwell Date: 1!rJ/o/ FYI--Rev·tew & Discard V. / Review&R etum Review & H andle - Urgent Action - File - Other Conunents· �Gene Miller April 23Visit Report Page 1 of 1 ConnectMichigan Alliance Campaign Meeting Report Form (Prepared by Kyle Caldwell) Gene Miller Chairman, President and Chief Executive Officer Comerica Incorporated and Comerica Bank Meeting Date: April 23, 2001 Attendees: Michelle Engler, First Lady of Michigan Geneva Jones Williams, COO United Way Community Services Topic(s) of Discussion: Comerica's Contribution to the CM A Campaign and the role of the banking industry in the CM A Campaign Notes: Briefed Mr. Miller on the ConnectMichigan Alliance Campaign and sought his advice and assistance in forming a Banking strategy as part of the corporate component of the campaign. Mr. Miller did not see a "banking" strategy as a viable option, but was willing to entertain a request on how Comerica could participate in the CMA campaign. Requested a gift of $500,000 Comerica. Miller requested an explanation of CRCF investment strategy to ensure that Comerica funds were part of their endowment strategy. Pledge/Gift Received: No activity at this time Staff Assigned: Kyle Caldwell (However, Mr. Miller asked that staff not be part of the meeting) Action Steps: Follow up to this initial visit. Task Investigate investment strategy and ensure that CRCF has funds with Comerica Due Date ASAP Status KC determined that there was some funding with Comerica, but that of the three banks Patti is working with, Comerica is the most difficult. Informed Comerica of �Gene Miller April 23Visit Report Send thank you correspondence from ME Follow up w/ Comerica Staff to gauge interest April 30, 2001 KC called and was told that, "We have everything we need." Page 2 of2 investment strategy. Completed Completed �July 13, 2001 (Draft) ConnectMichigan Alliance Meeting w/ Gene Miller Monday, April 23, 2001 Comerica, Inc. Corporate Headquarters Comerica Tower at Detroit Center 500 Woodward Avenue, M/C 3391 Detroit, Michigan 48226 10:30 a.m. to 11:30 a.m. FROM: Kyle Caldwell, Exec. Dir. MCSC I. PURPOSE Brief Mr. Miller on the ConnectMichigan Alliance Campaign and seek his advice and assistance in forming a Banking strategy as part of the corporate component of the campaign. Also, seek his advice on securing a $500,000 dollar commitment from Comerica and $250,000 from McGregor Fund (Mr. Miller sits on the board for the McGregor Fund). II. BACKGROUND The ConnectMichigan Alliance Campaign has a goal of $20 million for a statewide endowment to permanently provide support for Michigan's volunteers. The State of Michigan has offered a $10 million in the form of a challenge grant (until Nov. of 2002) toward which $2 million has been secured. The Campaign has a three-pronged strategy: Foundations—statewide the CMA is seeking $4.5-6.5 million Corporations—statewide the CMA is seeking $2.5-4 million Individuals—statewide the CMA is seeking $1.5-3 million We need to develop a strategy for the banking industry and help ramping up the foundation world. What we specifically need from Mr. Miller is his insights into the banking and financial service industry and how they might be approached. The Corporate/Banking Strategy is targeting mostly those organizations with which we have existing relationships or that we know fund volunteerism. Currently, we are making rounds to the Big Three Automakers and DTE, but we would like also to make inroads into BankOne, Compuware and the auto suppliers. The Foundation Strategy has been formed which seeks six million and we have secured $2 million (W.K. Kellogg and C.S. Mott Foundations) toward that goal with two of three leader organizations secured. Only Kresge is remaining and will be approached at the $1 million level. �The Individuals Strategy is developing and will include prominent Southeastern Michigan residents. This is the final component of the campaign to be developed. Other Information—Peter Cummings, Max Fisher, and other friends to the field sit on the board of directors for Comerica and therefore should be mentioned as friends as well as prospects (see list attached). m. PARTICIPANTS Michelle Engler, First Lady of Michigan Gene Miller, Chairman, President and Chief Executive Officer Comerica Incorporated and Comerica Bank Julie F. Cummings, Lovelight Foundation Geneva Jones Williams, United Way Community Services Tom Monaghan, Monaghan Associates, Inc. (unconfirmed) Kyle Caldwell, Michigan Community Service Commission (staff) IV. PRESS PLAN N/A V. REMARKS N/A VI. EVENT SCENARIO Mrs. Engler will introduce the participants and the general concept for the ConnectMichigan Alliance (i.e. that several statewide organizations are forming an endowment for volunteerism to provide support and coordination in perpetuity). After the general concept is introduced, Mrs. Engler will ask Mr. Caldwell and Mr. Monaghan to explain the scope and progress of the campaign and then Ms. Cummings and Ms. Williams will explain how this campaign helps connect corporate philanthropy with community support through this endowment (i.e. this will provide support to the places where employees give their time talent and resources) and how Detroit will be a major focus of the resources and policy of the ConnectMichigan Alliance Board (important to emphasize that Virgil Carr is joining the board and that he and United Way Community Services are supportive of the CMA). Mrs. Engler will then ask Mr. Miller's advice on approaching the Comerica for a $500,000 gift AND strategies for approaching BankOne and the McGregor Fund. Mr. Caldwell will leave behind the ConnectMichigan Campaign brochure and have other materials ready just in case. In preparation for any questions, an impact brief is attached that quickly explains potential impact once the fund goal is reached. �CM A Impact on MMgm Summary The ConnectMichigan Alliance Campaign ensures the strength and stability of support for Michigan's volunteers. Through a $20 million endowment, the combined forces of the Michigan Campus Compact (MCC), Michigan Community Service Commission (MCSQ, Michigan Nonprofit Association (MNA) and the Volunteer Centers of Michigan (VCM) permanently sustains and expands 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 and serve as national models of best practices. Once the campaign is completed, the ConnectMichigan Alliance (CMA) begins to achieve its goal of providing avenues for every Michigan citizen to serve their community through volunteer service and civic action. This goal is met by: • • • • Providing access to a strong and healthy Volunteer Center for every Michigan resident; Having every Michigan college and university encourage citizen service & learning among its students, faculty and staff; Building strong nonprofits to meet our communities' most pressing social, charitable, economic, cultural, educational, faith-based, and civic needs; and Maximizing state and federal government resources to empower communities to address their local challenges. In creating CMA, the four founding partners, MCC MCSQ MNA and VCM, have created a synergistic application of their services that results in a seamless delivery of support services and programs to volunteer and service-learning initiatives throughout the state. While MNA and MCSC will remain separate entities, they will share a central location with CMA, which will reduce administrative expenses and duplication of services. This arrangement, which is modeled after successful reorganization strategies in the private-for-profit sector, enhances technological capacity and customer service models of the partners. CMA is a statewide initiative. The state of Michigan provided a $10 million challenge grant ($1: $1) toward this initiative. The C. S. Mott Foundation and the W. K. Kellogg Foundation each responded to the challenge with lead gifts of $1 million. The remaining $8 million will be developed over the next twelve months through multiple-year pledges and one-time gifts. �What will be the impact? Challenge: Currently, many Michigan citizens are unable to access a volunteer center— places where our individuals and organizations work to match volunteer opportunities with the right individual. Only 54 Michigan counties are currently served by a Volunteer Center. CMA Goal: Increase Access to Volunteer/Civic Engagement Initiatives through Volunteer Centers for All Michigan Citizens Method: Bolster the forces of the Volunteer Centers of Michigan through increased membership, outreach services and site development activities in a substantially different way than could be supported by a dues only supported organization. Impact: All of Michigan's 83 counties will be served by a local Volunteer Center and thereby providing universal access for every Michigan citizen to serve. Challenge: Volunteer Centers have limited access to fund advancement professionals. Goal: Increase Long-term Financial Capacity of Local Volunteer Centers Method: Provide training and technical assistance to Volunteer Centers and their boards in the areas of nonprofit best practices, fundraising, and board development. Impact: Local Volunteer Centers will become financially viable nonprofit organizations through the provision of technical assistance in the development of annual fund advancement plans, and enhanced efforts to build local endowments. Challenge: Accessibility to volunteer opportunities and support is limited by the strength and depth of leadership in a community. Often leadership involves the same pool of volunteers and leaders who either move on or "burn out," leaving the organization without strong and long term support. Goal: Increase Access to Professional Development Opportunities for Staff and Boards of Volunteer-based Nonprofits to Deepen the Leadership in a Community. Method: Support a regional network of training and technical assistance providers than can deliver high quality services at a reasonable cost to local volunteer-based organizations. Impact: Local organization will have a more skilled and dedicated volunteer base because of increased access to regional professional development workshops and seminars �Challenge: Nonprofits and volunteer-based organizations have been unable to stay ahead of emerging trends due to their inaccessibility to technical assistance and financial resources. Goal: Improve the Quality of Life in Every Michigan Community with Improved Nonprofits— the Engines of Civic Engagement in Local Communities Method: Provide grants, conferences and meeting opportunities to local nonprofits to strategically develop long-term solutions to community problems using service and volunteerism as strategies. Impact: Local organizations will have access to 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. Challenge: Citizenship, giving, civic engagement and an the ethic of giving back are not the indoctrinating principles our society's institutions and communities instill as they once did. New ways need to be found to instill these values. Goal: Increase the Capacity for Personal and Educational Success of Children and Adolescents Method: Highlight service-learning as a viable and valuable teaching methodology with students, teachers and parents through school partnerships, after-school programs, teacher in-services. Impact: Local Volunteer Centers will develop service-learning and civic engagement programming promoting participation of children in grades K-12. Challenge: Only thirty-five of the state's post-secondary educational institutions have demonstrated their commitment to promoting more civically engaged students, faculty and administrators by committing to the Michigan Campus Compact. Goal: Increase the Capacity for Success and Community Involvement of Young Adults Entering the Workforce. Method: Recruit more higher education chief executives to join the Campus Compact and provide increased services and resources to faculty and students. Impact: Michigan Campus Compact (MCC) will increase service learning and civic engagement programming to reach sixty-five post-secondary educational institutions. Challenge: A number of events, programs and activities are conducted around the state to promote volunteerism, but they are scattered and not universally supported in every Michigan community. Goal: Improve the Quality of Life in Communities Throughout Michigan while Demonstrating and Promoting the Power of Volunteerism. �Method: Develop a state calendar of national service days which are highlighted, promoted and coordinated throughout the ConnectMichigan Alliance. Impact: State level and local organizations will have increased capacity to engage all of Michigan's local communities in civic engagement programming that includes, but is not limited to, America's Promise, Make A Difference Day, National Volunteer Week, and Youth Service Day. Challenge: The tools and terms used to describe the effective means of volunteer community problem solving are not understood and therefore insufficiently supported. Goal: Increase Visibility of the Positive Impacts of Service-Learning, Qvic Engagement and Volunteerism Method: Devote human and financial resources toward improving promotional materials, media and access to media markets for ConnectMichigan Alliance and the field of nonprofits and volunteer-based organizations. Impact: State level and local 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 Michigan. �EUGENE A. MILLER Eugene A. Miller ischairman, president and chief executive officer of Comerica Incorporated and Comerica Bank. He also serves as a director of both organizations and is chairman of Comerica's Management Council. Mr, Miller's banking career began in 1955 with The Detroit Bank, forerunner of Comerica Bank. He rose to chairman, president and chief executive officer of Comerica Incorporated and Comerica Bank prior to the 1992 merger of Comerica Incorporated and Manufacturers National Corporation. Mr. Miller served as president and chief operating officer of Comerica incorporated, and chairman and chief executive officer of Comerica Bank following the merger. He became chairman and chief executive officer of Comerica Incorporated in July 1993. Mr. Miller was appointed to the additional position of president in June 1999. Mr. Miller earned a bachelor of business administration degree with honors from the Detroit Institute of Technology. Business and community affiliations Chairman, Detroit Renaissance Chairman Elect, Financial Services Roundtable Vice Chairman and Trustee, Cranbrook Educational Community Director: American Bankers Association Amerisure Companies Comerica Incorporated/Comerica Bank DTE Energy Company/The Detroit Edison Company Economic Club of Detroit Financial Services Roundtable International Monetary Conference (IMC) McGregor Fund United Way Community Services Former Vice President, Federal Advisory Council to the Federal Reserve System Board of Governors Past Chairman, Association of Bank Holding Companies Past Chairman, Detroit Medical Center Past Chairman, Economic Club of Detroit Past Chairman, United Way Community Services Past Chairman. Concerned Citizens for the Arts in Michigan Past Co-Chairman, American Bankers Council Past Chairman, Japan America Society of Greater Detroit and Windsor Honors Newsmaker of the Year (2000), Grain's Detroit Business Executive of the Year (1999). Detroit Executive's Association Banker of the Year (1999), Michigan Bankers Association Great American Traditions Award (1992), B'nai B'rith International Honorary Doctor of Science in Business Administration from Cleary College February 2001 : 60 �CMA Impact on Michigan Summary The ConnectMichigan Alliance Campaign ensures the strength and stability of support for Michigan's volunteers. Through a $20 million endowment, the combined forces of the Michigan Campus Compact (MCC), Michigan Community Service Commission (MCSC), Michigan Nonprofit Association (MNA) and the Volunteer Centers of Michigan (VCM) permanently sustains and expands 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 and serve as national models of best practices. Once the campaign is completed, the ConnectMichigan Alliance (CMA) begins to achieve its goal of providing avenues for every Michigan citizen to serve their community through volunteer service and civic action. This goal is met by: • • • • Providing access to a strong and healthy Volunteer Center for every Michigan resident; Having every Michigan college and university encourage citizen service & learning among its students, faculty and staff; Building strong nonprofits to meet our communities' most pressing social, charitable, economic, cultural, educational, faith-based, and civic needs; and Maximizing state and federal government resources to empower communities to address their local challenges. In creating CMA, the four founding partners, MCC, MCSC, MNA and VCM, have created a synergistic application of their services that results in a seamless delivery of support services and programs to volunteer and service-learning initiatives throughout the state. While MNA and MCSC will remain separate entities, they will share a central location with CMA, which will reduce administrative expenses and duplication of services. This arrangement, which is modeled after successful reorganization strategies in the private-for-profit sector, enhances technological capacity and customer service models of the partners. CMA is a statewide initiative. The state of Michigan provided a $10 million challenge grant ($1: $ 1) toward this initiative. The C. S. Mott Foundation and the W. K. Kellogg Foundation each responded to the challenge with lead gifts of $1 million. The remaining $8 million will be developed over the next twelve months through multiple-year pledges and one-time gifts. �What will be the impact? Challenge: Currently, many Michigan citizens are unable to access a volunteer center— places where our individuals and organizations work to match volunteer opportunities with the right individual. Only 54 Michigan counties are currently served by a Volunteer Center. CMA Goal: Increase Access to Volunteer/Civic Engagement Initiatives through Volunteer Centers for All Michigan Citizens Method: Bolster the forces of the Volunteer Centers of Michigan through increased membership, outreach services and site development activities in a substantially different way than could be supported by a dues only supported organization. Impact: All of Michigan's 83 counties will be served by a local Volunteer Center and thereby providing universal access for every Michigan citizen to serve. Challenge: Volunteer Centers have limited access to fund advancement professionals. Goal: Increase Long-term Financial Capacity of Local Volunteer Centers Method: Provide training and technical assistance to Volunteer Centers and their boards in the areas of nonprofit best practices, fundraismg, and board development. Impact: Local Volunteer Centers will become financially viable nonprofit organizations through the provision of technical assistance in the development of annual fund advancement plans, and enhanced efforts to build local endowments. Challenge: Accessibility to volunteer opportunities and support is limited by the strength and depth of leadership in a community. Often leadership involves the same pool of volunteers and leaders who either move on or "burn out," leaving the organization without strong and long term support. Goal: Increase Access to Professional Development Opportunities for Staff and Boards of Volunteer-based Nonprofits to Deepen the Leadership in a Community. Method: Support a regional network of training and technical assistance providers than can deliver high quality services at a reasonable cost to local volunteer-based organizations. Impact: Local organization will have a more skilled and dedicated volunteer base because of increased access to regional professional development workshops and seminars �Challenge: Nonprofits and volunteer-based organizations have been unable to stay ahead of emerging trends due to their inaccessibility to technical assistance and financial resources. Goal: Improve the Quality of Life in Every Michigan Community with Improved Nonprofits— the Engines of Civic Engagement in Local Communities Method: Provide grants, conferences and meeting opportunities to local nonprofits to strategically develop long-term solutions to community problems using service and volunteerism as strategies. Impact: Local organizations will have access to 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. Challenge: Citizenship, giving, civic engagement and an the ethic of giving back are not the indoctrinating principles our society's institutions and communities instill as they once did. New ways need to be found to instill these values. Goal: Increase the Capacity for Personal and Educational Success of Children and Adolescents Method: Highlight service-learning as a viable and valuable teaching methodology with students, teachers and parents through school partnerships, after-school programs, teacher in-services. Impact: Local Volunteer Centers will develop service-learning and civic engagement programming promoting participation of children in grades K-12. Challenge: Only thirty-five of the state's post-secondary educational institutions have demonstrated their commitment to promoting more civically engaged students, faculty and administrators by committing to the Michigan Campus Compact. Goal: Increase the Capacity for Success and Community Involvement of Young Adults Entering the Workforce. Method: Recruit more higher education chief executives to join the Campus Compact and provide increased services and resources to faculty and students. Impact: Michigan Campus Compact (MCC) will increase service learning and civic engagement programming to reach sixty-five post-secondary educational institutions. Challenge: A number of events, programs and activities are conducted around the state to promote volunteerism, but they are scattered and not universally supported in every Michigan community. Goal: Improve the Quality of Life in Communities Throughout Michigan while Demonstrating and Promoting the Power of Volunteerism. �Method: Develop a state calendar of national service days which are highlighted, promoted and coordinated throughout the ConnectMichigan Alliance. Impact: State level and local organizations will have increased capacity to engage all of Michigan's local communities in civic engagement programming that includes, but is not limited to, America's Promise, Make A Difference Day, National Volunteer Week, and Youth Service Day. Challenge: The tools and terms used to describe the effective means of volunteer community problem solving are not understood and therefore insufficiently supported. Goal: Increase Visibility of the Positive Impacts of Service-Learning, Civic Engagement and Volunteerism Method: Devote human and financial resources toward improving promotional materials, media and access to media markets for ConnectMichigan Alliance and the field of nonprofits and volunteer-based organizations. Impact: State level and local 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 Michigan. �About Comerica: Board of Directors Comerica Incorporated Board of Directors Lillian Bauder, Ph.D Vice President Corporate Affairs Masco Corp. James F. Cordes Former Executive Vice President The Coastal Corporation Peter D. Cummings President Peter D. Cummings & Associates J. Philip DiNapoli Managing Partner DINAPOLI COMPANIES, Inc. Anthony F. Earley Jr. Chairman and Chief Executive Officer DTE Energy Corporation Max M. Fisher Investor Roger Fridholm President St. Clair Group Todd W. Herrick President and Chief Executive Officer Tecumseh Products Company David Baker Lewis Chairman Lewis & Munday, P.C. John D. Lewis Vice Chairman Comerica Incorporated and Comerica Bank Wayne B. Lyon Chairman Lifestyle Furnishings International, Inc. Eugene A. Miller Chairman, President and Chief Executive Officer Comerica Incorporated and Comerica Bank Alfred A. Piergallini Chairman, President and Chief Executive Officer �Norvatis Consumer Health Worldwide John W. Porter, Ph.D. Chief Executive Officer Urban Education Alliance, Inc. Heinz C. Prechter Chairman and Founder ASC Incorporated Howard F. Sims Chairman Sims-Varner & Associates Robert S. Taubman President and Chief Executive Officer Taubman Centers, Inc. William P. Vititoe Consultant; Former Chairman and Chief Executive Officer Washington Energy Corp. Martin D. Walker Principal MORWAL Investments Patricia M. Wallington President CIO Associates Gail L. Warden President and Chief Executive Officer Henry Ford Health System Kenneth L. Way Chairman and Chief Executive Officer Lear Corporation Comerica Bank Comerica Bank-California Comerica Bank-Texas Members FDIC Equal Opportunity Lenders Not all products and services are offered in all states. Legal Matters. Warnings ana Disclosures Privacy Principles and Idi-mtiiy Thsrt Security Informalion �14] 00 2 04 127 101 MNF / VGM 14 : 07 Jamet Dimon c•• L•ban P. Jackson, Jr,I1J David e. Novak Ch81rrnan and Chief Executiv$ Officer Chairm:;ll'l and Chief Executivs Officar Cl$or Creek Properties. Inc. !Raal est!!te development) Chairmanll!nd Chi of Executive Officer Tricon Global Res~urants, Inc !Rr:st~urant operations) CMirman of tl':e Board John W. Kee•ler c•• Joho Sara Lee Corporation !Consumer products! Cnaim1ar. Chairm<~ n 6ANK ONE CORPOIIAiJO N Johe H. 8ry•11111 The New Albi!lny w. Rosers, Jr.n.IJ 11nd Chief Executive Office.· Co m p~ny (Real estate develoomcm:) Ariel Capitill Management, Inc. Gener2l Partner Rlehard A. Manoo8iBII 101 (Institutional nnoney rmmagement) i-IMry Crl)wn and Compeny Chairman and Chi"f E.;<ect,~tive Officer Masco CorPQtatian (Oiversif;e.d manufllctvrer) J•mes S. Crownlt.>J {Not Incorporated) (Diversified inve$!rnentSl Dr. Ma11ceen A. P'ay, Q , p, IU .4t President UniversitY o1 Detrc1it Mercy !Education) William T. r.tcCormick. Jr, ttt Cha•rman ~nd O tl.!lf Exec1.1tive Officer frederick P. Str•ttoll, Jr."· 11 Chairman and Chief Executive Officer Elriggs & Stratton Corporation • (Engine manufact1.1rer) Robert D. CMS Energy Corporation John R. Htll •~· ·• Retired Chait·msn 11nd Chief Executive Offccer Ash land. Inc. tC': emlcal refiner, m~nufacturer and cir,tritiutor) IDivorsified energy) Heldi G. Millt~rw Walttr"·•• Chairman and ·Chief E11:ecutivfi! Officer Cardinal Health, Inc. (F'harmo,ceutlcal services} VicE:! Chairman M~rsh, In-c. _('nsur.ance and pr..fessiona l services) 1 Mnnber of rht Audit lhld Risk Ma1UifBmelll Committ~• 2 Mtmber o.f the Or:11ni:ation, COHtp.tmllli<:m a"d Nom.lmrtl>t8 Committe~ • M~~mbe-r of zile Publi~ Jl.e$f1onsibility Committse 4 SAN :K O NE Ct'lRPO~ATI (' N Mllltlbtr <;f the &t!CUtivt Committ•il! � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Comerica-Foundation_2001-04-23_Meeting-Report-Gene-Miller Title A name given to the resource ConnectMichigan Alliance 2001-04-23 Comerica Foundation Gene Miller meeting report Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2001-04-23 Comerica Foundation Gene Miller meeting report. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49418 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-04-23 https://digitalcollections.library.gvsu.edu/files/original/66e267fc2fdaa1b1b964e5f08ee67f79.pdf 4e9c2e862bfd4fb4ce401fb95b6a8d8f PDF Text Text Michigan Nonprofit Association Board of Trustees Edward Blews Chair December 17,2002 David Seaman Chair-Elect Mr. George Nugent Chairman Capital Region Community Foundation 6035 Executive Drive, Suite 104 Lansing, MI 48911 Karla Hall Secretary Michael Flanagan Treasurer Justin King Immediate Past Chair Dear Mr. Nugent: Russell Mawby Chair Emeritus Diana Algra N. Charles Anderson Thomas Bemthal Carolyn Bloodworth Delois Caldwell Ouida Cash Robert Collier Maggie DeSantis Suzanne Heath Barbara Orr Hill Sr. Monica Kostielney William Liebold John Lore Jane Marshall Ann Marston Thomas Mathieu Deborah Mikula Judy Moore Christopher Nelson Howard Newman Anne Petersen David Price Elyse Rogers Anne Rosewarne Dorothy Silk Gerald Smith Glenn Stevens Ira Strumwasser Donna Van Iwaarden Steven Webster Katherine Willis The Michigan Nonprofit Association (MNA) has enjoyed the opportunity to house our long standing agency funds with the Capital Region Community Foundation. With the recent emergence of the ConnectMichigan Alliance (CMA), our program activity in volunteerism has decreased substantially as CMA has begun to take on those initiatives. Because all of our funds revolve around volunteerism, the MNA Board of Trustees has discussed changing the beneficiary from our organization to the ConnectMichigan Alliance. On December 17, 2002, the Michigan Nonprofit Association Board of Trustees unanimously approved to transfer the beneficiary of the George W. Romney Fund for Volunteerism in Michigan (including the MNA-Michigan Campus Compact Fund) and the Russell G. Mawby Fund for Youth Service and Volunteerism from the Michigan Nonprofit Association to the ConnectMichigan Alliance Campaign with the following provisions: 1. If the ConnectMichigan Alliance were dissolved, the funds beneficiary would be returned to the Michigan Nonprofit Association. 2. As the proceeds of the two funds are utilized by ConnectMichigan Alliance, appropriate recognition will be provided to Michigan Nonprofit Association. 3. Both Funds would remain under their current names and the documents that outline their use will be fully honored. Sam Singh President and CEO ADVANCING THE AWARENESS AND EFFECTIVENESS OF MICHIGAN'S NONPROFIT SECTOR 1048 Pierpont, Suite 3 • Lansing, MI 48911 • Phone 517/492-2400 • Fax 517/492-2410 Toll Free 888/242-7075 (MI only) • Web Site http://www.mnaonline.org �Mr. George Nugent December 17, 2002 Page 2 This historic decision also provides the opportunity to have these funds matched by the State of Michigan challenge grant. With your approval of this change the ConnectMichigan Alliance will be within $650,000 of the $20 million endowment goal. The deadline of this endowment campaign is June 1, 2003 and this significant contribution will allow CMA to be in a good position to successfully end this campaign. Once again, thank you for your consideration of this request. If you have any questions, feel free to contact me at (517) 492-2400. Sincerely, Sam Sirigh President and CEO S:\MNA\MNA Board of Trustees\Bd Min.Chair rpt.,agendas,updates\CRCF Letter for fund transfer.doc �CRCF Board of Trustees Meeting December 17,2002 VH. NEW FUNDS It -WAS MSC: Mills/Lake: to ratify the following new funds: ECCF—Eaton Rapids Public Schools Fund—David D. Letts Memorial Scholarship Fund, field-of-interest, permanent, established 11/19/02, and Leah belle and Harold Balbach Senior Fund, field-of-interest, permanent, established 12/17/02. VEI CHAIR'S REPORT A. Committee Assignments will be mailed to Trustees; Trustees are encouraged to contact staff by the end of the year if they would like to serve on a particular committee, otherwise most assignments will remain "as is". B. Conflict of Interest forms will be mailed to Trustees for completion and return. C. Meeting: dates for 2003 will be mailed to Trustees in January, after the new president and board* chair have approved the same. > D. Trustee Resi|imatinn - It was MSC: Mills/Hooper: to accept the resignation of Robert Becker, upon his move to Grand Rapids, with regret ^ IX. TRANSFER OF FUNDS Reynolds reported to the Trustees that Michigan Nonprofit Association has requested that the assets in two MNA endowment funds with CRCF—the MNA George W. Romney Endowment Fund and MNA Russell G. Mawby Endowment Fund—be transferred to become sub-funds of the ConnectMichigan Alliance Fund of CRCF. ConneclMichigan Alliance (CMA) handles the volunteerism mission of MNA, being the purpose of the two current MNA funds, and with this transfer to CMA the funds will be eligible for match under the $ 10 million match grant from the State of Michigan to build this fund for benefit of volunteerism hi me State. All funds would remain with CRCF. It was MSC: Hooper/Fierson: to approve the transfer of funds from MNA endowments to sub-funds of ConnectMichigan Alliance Endowment Fund of CRCF, as requested by the donor agency. X. • • • • • • • • PRESIDENTS REPORT Reynolds reported as follows: 2001 Annual Report has been mailed and is receiving wonderful comments CRCF website has been updated Crisis Plan served me Foundation well in the search-for-a-new-president events Strategic Process is being updated, Executive Committee has referred back to Development; need leadership transition plan Policies are up-to-date Communication Plan will be in the Board binders and each should have a copy at home Resident Agent will need to be changed Everything is hi good order XI. PRESENTATIONS Staff and Trustees presented resigning President Reynolds with gifts and much appreciation for her outstanding leadership over the past seven years of employment and wished her well in her new endeavors, A gift was also presented to outgoing Chair Nugent, along with sincere appreciation for his excellent leadership this past year. There being no further business, the meeting was adjourned at 5:30 p.m. Respectfully submitted, Joyce McGowan Page 4 W V S l : 6 £ 0 0 2 '8 ' � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Capital-Region-Community-Foundation_2002-12-17_Correspondence-George-Nugent Title A name given to the resource ConnectMichigan Alliance 2002-12-17 Capital Region Community Foundation correspondence George Nugent Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2002-12-17 Capital Region Community Foundation correspondence George Nugent. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49417 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2002-12-17 https://digitalcollections.library.gvsu.edu/files/original/502fe62e964ac604267a47e389d3db63.pdf a3b2be5e1bb6b2b29a5580703f0da1bc PDF Text Text THE HERBERT H. AND GRACE A, DOW FOUNDATION December 16, 2002 Ms. Patricia Reynolds President Capital Region Community Foundation 6035 Executive Drive Suite 104 Lansing, Mi48911 Dear Ms. Reynolds: As you know, on 9/11/2001 the Trustees of The Herbert H. and Grace A. Dow Foundation awarded a grant to Connect Michigan Alliance to endow support of the Michigan volunteer infrastructure in the amount of $1,000,000.00. The schedule of payments is: 12/15/2002 12/15/2003 12/15/2004 12/15/2005 $250,000.00 $250,000.00 $250,000.00 $250,000.00 Enclosed Scheduled Scheduled Scheduled In accordance with that schedule you will find enclosed a check in the amount of $250,000.00. As you requested the check has been made payable to Capital Region Community Foundation. By endorsing and depositing this check, you warrant that there has been no change in your I.R.S. tax classification as an organization described in Internal Revenue Service Code section 501(c)(3) and 509(a)(1), (2) or (3). Please complete and return the Charitable Contribution Form at your earliest convenience. We wish you well, and look forward to your reports of progress. Yours tr r Margaret Anrf Riecker i President -! SUPPORTING THE HUMANITIES AND THE SCIENCES TO ENHANCE THE QUALITY OF LIFE 1018 WEST MAIN STREET, MIDLAND, MICHIGAN 48640-4292 989-631-3699 FAX 989-631-0675 www.hhdowfdn.org � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Capital-Region-Community-Foundation_2002-12-16_Letter-to-Patricia-Reynolds Title A name given to the resource ConnectMichigan Alliance 2002-12-16 Capital Region Community Foundation letter to Patricia Reynolds Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2002-12-16 Capital Region Community Foundation letter to Patricia Reynolds. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49416 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2002-12-16 https://digitalcollections.library.gvsu.edu/files/original/61868315ba6aab47fdaa253e0c7248df.pdf 00a516642237f934cb94f88068229cdf PDF Text Text Capital Region Community Foundation Statement of Financial Activities March 31, 2002 ConnectMichigan Alliance Endowment Fund BEGINNING BALANCE 11112002 ADDITIONS: Gifts-Principal Pledge Gifts-Principal Realized Gain on Investments Unrealized Gain on Investments Interest Income on Investments Total Additions $ 10,343,908.79 102,215 .00 100,000.00 13,743.16 (112,304.92) 75 ,761.24 179,414.48 DISTRIBUTIONS AND EXPENSES: Grants Foundation Administrative Fees Total Distributions and Expenses Transfer from MCSC Challenge Fund 1,250,000.00 l'·i'ET CHANGE IN BALANCE 1,429,414.48 ENDING BALANCE 3/31/2002 .. ~:~:~ $ 11,773,323 .27 �Capital Region Community Foundation Statement of Financial Activities March 31, 2002 MCSC - Challenge Fund BEGINNING BALANCE 11112002 ADDITIONS: Interest Income on Investments Total Additions DISTRIBUTIONS AND EXPENSES : Grants Foundation Administrative Fees Total Distributions and Expenses $ 4,284,607 73 0 21 ,342.33 21 ,342.33 128,291.00 128,291 .00 Transfer to CMA Endowment Fund (1 ,250,000.00) NET CHANGE IN BALANCE (1 ,356,948.67) ENDING BALANCE 3/3112002 $ 2,927,659.06 This fund was established for the $10,000,000 State of Michigan Challenge Grant to be transferred to the ConnectMichigan Alliance Endowment Fund as matching contributions are raised. Release of dollars from this fund is at the direction of the Executive Director of ' .Micbig&n Cormrtlmity Servite Co:ti".m.ission who is listed as the .Grant Administrator in the grant contract with the State of Michigan. .. ~:~~~ � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Capital-Region-Community-Foundation_2002-03-21_Endowment-Fund-Financials Title A name given to the resource ConnectMichigan Alliance 2002-03-21 Capital Region Community Foundation endowment fund financials Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2002-03-21 Capital Region Community Foundation endowment fund financials. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49415 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2002-03-21 https://digitalcollections.library.gvsu.edu/files/original/f281b60a5a8f92a8bec2b5cbe4c04bb3.pdf e05461c86b720c0b496869279407fee5 PDF Text Text .. ~}~ Capital Region co.tnrr:mnitv foundation . JAN 0 3 2002 . The Center for Charitable Giving December 20, 2001 John Lore ConnectMichigan Alliance 1048 Pierpont Suite 3 Lansing, MI 48911 Dear John: Attached are the revised income projections for the ConnectMichigan Alliance endowment fund. These revisions are the outcome of our meeting on Monday and several conversations between CRCF and CMA since then, as well as CRCF' s Board of Trustee approval to make an exception to the current spending policy. I wanted to give you a brief explanation of how these figures were calc~lated as well as a few other related pieces of information. 5% of contributions (received, not pledged) at June 30 of each year is calculated and then adjusted by 5% ofthe quarterly average of the market gains/losses . For these projections this adjustment has a minimal impact on the final amount availab1e to CMA, but it is an important component as it preserves the intent of the Foundation' s spending policy to smooth the market fluctuations. The Community Foundation administrative fee is calculated on the June 30 market value using the sliding fee scale previously agreed upon and is subtracted from the above-mentioned 5% calculations. One note on the fee is that with the pending transfer of funds from the MCSC State Challenge Fund to the permanent endowment you are now at a fund level to take full advantage of the lowest fee on the scale. (The transfer of just over $5.4 million will take place prior to December 31 , 2001.) . The Community Foundation has a policy of charging the administrative fee once annually and allowing additions to the fund throughout the year up to $100,000 without an additional fee. A prorated fee on additions above $100,00 may be assessed at the President's discretion. The Community Foundation is waiving that fee on additions above $100,000 for the period of July 1, 2001 -June 30,2002. 603 5 Executive Drive • Suite 104 ·Lansing, MI 48911 517-272 -2870 • Fax 517-272-287 1 • www.crcfoundation.org For good. For ever."' �ConnectMichigan December 20, 2001 Page 2 It is the Community Foundation's intent to make this exception to current policy for the period of time CMA is in the aggressive fundraising mode. By taking this higher payout in the early years, you do give up some growth opportunity in the endowment fund, but we understand it is due to the need to balance the current versus future income needs. When the calculations of actual disbursements from the endowment are made each year we would like to review them with your office to assess the best time to return to the Foundation's spending policy for the CMA fund . I have reviewed these projections with Sam Singh prior to his leaving on vacation and he indicated he was comfortable with them. If you have any questions please feel free to contact me. Thank you for the opportunity to continue this relationship with ConnectMichigan Alliance and the Capital Region Community Foundation. Obviously, the CMA endowment has made a significant impact on CRCF's growth and we appreciate your placing your trust in us. Sincerely, /-At / \ !l . !lA . Ill " .1 t i lil J II /1/.!,.f{,/._ ) "--.. ,/, (,A..l.... {A_/ \.:';/,..X.A.rt. .~ !J JuliaLOliver Vice President of Finance cc : Sam Singh yle Caldwell • .....:..·.. . �Capital Region Community Foundation Revised Income Projections for ConnectMichigan Alliance Fund Available to CMA from Endowment 12/31/01 6/30/02 6/30/03 6/30/04 6/30/05 6/30/06 6/30/07 337,454 628 ,075 766,572 913 ,763 993 ,655 1 ,019 ,833 Available to CMA from Total Money Available to Market CMA 135,435 41 ,944 7,031 135,435 379 ,398 635,107 766,572 913,763 993,655 1,019,833 12/19/01 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Capital-Region-Community-Foundation_2001-12-20_Letter-to-John-Lore Title A name given to the resource ConnectMichigan Alliance 2001-12-20 Capital Region Community Foundation letter to John Lore Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2001-12-20 Capital Region Community Foundation letter to John Lore. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49414 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-12-20 https://digitalcollections.library.gvsu.edu/files/original/037321ff0d12e4546affcd21af275f30.pdf 0385443d3444087127c5fa25cc600d9f PDF Text Text November 6, 2001 MOV 0 8 2001 Ms. Patricia Reynolds President Capital Region Community Foundation 6035 Executive Drive, Suite 104 Lansing, MI 48911 Re: Grant Reference No. P0092813 (Please refer to this number on all correspondence directed to the Kellogg Foundation concerning this grant.) Dear Ms. Reynolds: The W.K. Kellogg Foundation is pleased to inform you that it has approved a grant to your organization of US$30,000 to contribute to the endowment fund for Connect Michigan Alliance to help qualify for challenge funds from the Michigan Legislature. This commitment is being made at the request of Dr. Russell G. Mawby, Kellogg Foundation Trustee. Your grant commitment is being processed and will be mailed, along with your check, within the next few weeks. Enclosed is the Foundation's Project Questionnaire. Upon the completion of your grant, the Project Questionnaire is to be completed and returned to the Foundation. W.K. KELLOGG FOUNDATION One Michigan Avenue East Battle Creek, Mi 49017-4058 USA 616-968-1611 TDD on site Facsimile: 616-968-0413 World Wide Web: http://www.wkkf.org / Should you have any comments, questions, or concerns during the course of the project funded by this grant, please contact me. On behalf of the Foundation, I extend every good wish for the success of this project. Sincerely, Assistant Vice President JEM/clb \\WKKF-DOC01\DOC\UNSECURE\P0092813\00000004.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 Mr. Kyle Caldwell Dr. Russell G. Mawby Enclosure: C14 Project Questionnaire �W.K. KELLOGG FOUNDATION To help people help themselves PROJECT QUESTIONNAIRE 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: contribute to the endowment fund for the Connect Michigan Alliance to help qualify for challenge funds from the Michigan Legislature Grant Amount: $30,000 Name of Person Completing This Report: Date: What was the primary goal of the project? What were the problems, issues, and opportunities addressed? What were the principal actions and activities? What were the project impacts? �What were the lessons learned? What would you do differently next time? Please account for all grant funds according to the approved budget. Funds remaining: $_ with this report. _. Please return any unexpended funds Project Director Signature Thank you. FOR WKKF USE ONLY (do not write below this line) Program Director Comments: Program Director Signature Date R03/F03 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Capital-Region-Community-Foundation_2001-11-06_Letter-to-Patricia-Reynolds-and-Project-Questionnaire Title A name given to the resource ConnectMichigan Alliance 2001-11-06 Capital Region Community Foundation letter to Patricia Reynolds and project questionnaire Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2001-11-06 Capital Region Community Foundation letter to Patricia Reynolds and project questionnaire. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49413 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-11-06 https://digitalcollections.library.gvsu.edu/files/original/7420a5b8fd18955351bbe3c366e07fc3.pdf ec673150a2cd88c1f95740b47065fdf9 PDF Text Text Capital Region Community Foundation Statement of Financial Activities April 30, 2001 ConnectMichigan Alliance Endowment Fund BEGINNING BALANCE 1/1/2001 ADDITIONS: Gifts-Principal Pledge Gifts-Principal Realized Gain on Investments Unrealized Gain on Investments Interest Income on Investments Total Additions DISTRIBUTIONS AND EXPENSES: Foundation Administrative Fees Total Distributions and Expenses NET CHANGE IN BALANCE ENDING BALANCE 4/30/2001 $ 1,997,357.63 4,675.00 37,800.00 2,556.10 (29,244.46) 9.680.07 25,466.71 672.00 672.00 24,794.71 $ 2,022,152.34 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Capital-Region-Community-Foundation_2001-04-30_Endowment-Fund-Financials Title A name given to the resource ConnectMichigan Alliance 2001-04-30 Capital Region Community Foundation endowment fund financials Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2001-04-30 Capital Region Community Foundation endowment fund financials. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49412 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-04-30 https://digitalcollections.library.gvsu.edu/files/original/7ad188e50787d16e4bf4112c08d82809.pdf 13b6ee4d7084fa0b2a7b10a7f6f73c63 PDF Text Text Capital Region Community Foundation Statement of Financial Activities April 30, 2001 Challenge Fund BEGINNING BALANCE 1/1/2001 $ 10,000,000.00 ADDITIONS: Interest Income on Investments Total Additions 87,631.78 87,631.78 DISTRIBUTIONS AND EXPENSES: Grants Foundation Administrative Fees Total Distributions and Expenses 400,000.00 3 0,460.00 430,460.00 NET CHANGE IN BALANCE (342,828.22) ENDING BALANCE 4/30/2001 $ 9,657,171.78 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Capital-Region-Community-Foundation_2001-04-30_Challenge-Fund-Financials Title A name given to the resource ConnectMichigan Alliance 2001-04-30 Capital Region Community Foundation challenge fund financials Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2001-04-30 Capital Region Community Foundation challenge fund financials. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49411 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-04-30 https://digitalcollections.library.gvsu.edu/files/original/d2826785c41af5e4b2d68f7ff84a0f6d.pdf 5e3619c065b168c9dca56aa06b5b6334 PDF Text Text STATE OF MICHIGAN JOHN ENGLER, Governor MICHIGAN COMMUNITY SERVICE COMMISSION Chairperson Russell G. Mawby Executive Director Kyle Caldwell 1048 Pierpont, Suite 4 Lansing, Michigan 48911 Telephone: (517) 335-4295 FAX: (517) 373-4977 December 19, 2001 Ms. Patricia A. Reynolds, President Capital Region Community Foundation 6035 Executive Drive, Ste. 104 Lansing, Michigan 48911 Dear Parti: This letter serves as notification that the ConnectMichigan Alliance (CMA) has received $5,413,225 to date in confirmed pledges to the endowment campaign. As the state agency designated to administer the matching funds to the CMA Endowment Fund, the MCSC authorizes the distribution of the aforementioned amount from the Michigan Community Service Commission's (MCSC) nonpermanent fund to the ConnectMichigan Alliance permanent agency fund. As you have discussed with the CMA President, John Lore, it is the intent of the MCSC and the State of Michigan that these dollars be accessible for the 5% distribution at the end of every CMA fiscal year (June 30) rather than be included in a 12 quarter rolling average. We appreciate you and your board's flexibility during our fundraising campaign. This unique relationship is ensuring that Michigan's Volunteers will have strong support mechEinisms now and well into the future. We are delighted to share the good news of the campaign's progress and look forward to providing you with more great news in the near future. Sincerely, Kyle Caldwell, Executive Director Michigan Community Service Commission �Ti~sinsm i-t Con-f . Repon-t Dec 19 '01 14:18 — > 94851636 No. 0003 Mode NQRMFL Time 0'35" Pages 2 Page(s) Result 0K �MicfflGAN COMMUNITY SERVICE COMMISSION 1048 Pierpont, Ste. 4 Lansing, Michigan 48911 (517) 335-4295 Main Line (517) 241-3869 FAX FAX COVER SHEET To: FROM : l eo l«6tj Date: NUMBER OF PAGES INCLUDmG THE COVER MESSAGE: Fax# �STATE OF MICHIGAN JENNIFER M. GRANHOLM, Governor MICHIGAN COMMUNITY SERVICE COMMISSION Chairperson Daniel G. Mulhern 1048 Pierpont, Suite 4 Lansing, Michigan 48913 Telephone: (517)335-4295 FAX: (517) 373-4977 www.michigan.gov/mcsc Executive Director Kyle Caldwell MEMORANDUM TO: John Lore, President and CEO, ConnectMichigan Alliance FROM: Kyle Caldwell, Executive Director DATE: May 20, 2004 RE: ConnectMichigan Alliance Endowment Campaign The Michigan Community Service Commission (MCSC) received requests from the ConnectMichigan Alliance in excess of the $10 million State of Michigan Challenge Grant requirements. The MCSC has authorized the transfer of all funds from the $10 million Challenge Grant fund at the Capital Area Community Foundation to the permanent fund of the ConnectMichigan Alliance. This serves as the completing of the terms of the State of Michigan $10 million Challenge Grant to the ConnectMichigan Alliance. cc: Capital Region Community Foundation � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Capital-Region-Comm-Foundation_2001-12-19_Fundraising-Letter-to-Patricia-Reynolds Title A name given to the resource ConnectMichigan Alliance 2001-12-19 Capital Region Community Foundation fundraising letter to Patricia Reynolds Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2001-12-19 Capital Region Community Foundation fundraising letter to Patricia Reynolds. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49410 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-12-19 https://digitalcollections.library.gvsu.edu/files/original/e19c52e08d4e9090371f07140e567800.pdf 3d0a53b7a8923d7bb32ec204663188e4 PDF Text Text AUTO-OWNERS INSURANCE COMPANY AUTO-OWNERS LIFE INSURANCE COMPANY HOME-OWNERS INSURANCE COMPAN Y OWNERS INSURANCE COMPANY PROPERTY-OWNERS INSURANCE COMPAN Y SOUTHE RN-OWNERS INSURAN CE COMPANY ------......._~1-~ y-,.- "'.Auto-Owners Insurance Life Home Car Business TkiVo Pro6f.em1Pei;pk® P. 0. BOX 30660, LANSING, MICHIGAN 48909-8160 FAX 517-323-8796 WWW.AUTO-OWNERS.COM e 517-323-1200 April 3, 2002 Mr. Peter Secchia Connect Michigan Alliance P. 0. Box 22004 Lansing , MI 48909-2004 Re: Contribution- Connect Michigan Campaign Dear Mr. Secchia: The material you mailed to Mr. John Fisher requesting a contribution for the Connect Michigan Campaign has been referred to my attention. Although the Connect Michigan Campaign appears to be a very worthwhile promotion, I am sorry that I must advise our management has elected not to participate. As you can imagine, we receive many requests for contributions, and we can support only a fraction of the numerous worthy programs that come to our attention. Sincerely , 0~~ - aJ T J Buda, Jr., Senio Vice President, S retary and General Counsel ce cc: John W. Fisher, President . . . , Serving Our Policyholders and Agents for 85 Years "' � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Auto-Owners-Insurance_2002-04-03_Grant-Request-Refusal Title A name given to the resource ConnectMichigan Alliance 2002-04-03 Auto Owners Insurance grant request refusal Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2002-04-03 Auto Owners Insurance grant request refusal. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49409 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2002-04-03 https://digitalcollections.library.gvsu.edu/files/original/18c71e3753268f333ef879e0ec5d492c.pdf 27dd918e3ab6de883de8ed26d3279769 PDF Text Text IcC Campaign Td-Chait·s July 22, 2003 Michelle Engler Julie Fisher Cummings William C. Richardson Campaign Cabine t Edward 0. Blews Carolyn Bloodworth Dr. Edward 0. Blews President Association of Independent Colleges and Universities ofMichigan 124 West Allegan, Suite 650 Lansing, Michigan 48933 Nonie Brennan Stanley P. Caine Richard Cole Robert Collier Neeta Delaney David 0. Egner Eric R. Gilbet·tson Karla Hall Dear Ed: Dorothy A. Johnso n John Lore Thank you for the generous increase in the original pledge from AICUM! As a result of the State of Michigan Challenge Match, your increased level of $12,000 will result in an effective gift of $24,000 for the CMA Endowment. Arend D. Lubbers Russell G. Mawby Barbara Mieras Andrea F. Newman Juan Olivarez You are indeed a wonderful board chair model Ed. Your leadership as the first Board Chair of CMA will always be appreciated, and will serve as a model for time to come. I really did enjoy working with you and feel that you provided a solid leadership foundation that will allow us to build a stronger organization for the future. This continued demonstration of philanthropic support is just one example of your multiple contributions. I assure you Ed; we will continue to work together as we successfully complete this campaign. For all you have done for CMA, and for me personally, I thank you. Joel Orosz Terry Pruitt Judith Ann Rapanos Patt·icia Reynolds Anne Rosewarne Kathryn Rossow Petet· Secchia Diana Sieger Glenn D. Steil Judy Tymowicz S. Lore resident and CEO Michelle Engler Julie Fisher Cummings Bill Richardson Dottie Johnson Connect Michigan Alliance P.O. Box 22004 Lansing, Michigan 48909-2004 • phone 888-242-7075 fax 517-241-3869 Building, Strengthening and Inve-sting in Michigan Communities A partnership of: Michigan Campus Compact, Michigan Community Service Commission, Michigan Nonprofit Association, Volunteer Centet·s of Michigan �ConnectMichigan Alliance Gift Snapshot 7/23/2003 Gifts and Pledges of $10,000 and more Charles Stewart Mott Foundation W.K. Kellogg Foundation Herbert H. and Grace A. Dow Foundation Ford Motor Company Fund The Kresge Foundation The George W. Romney Fund for Volunteerism The Russell G. Mawby Fund for Youth Volunteerism DTE Energy Foundation General Motors Corporation DaimlerChrysler Corporation Fund Comerica Bank McGregor Fund Community Foundation for Southeastern Michigan Dow Corning Foundation Peter D. and Julie F. Cummings Hudson-Webber Foundation Masco Corporation Richard and Helen DeVos Foundation Consumers Energy Foundation Fremont Community Foundation Frey Foundation Gerstacker Foundation Grand Rapids Community Foundation Whitney Fund The Michigan Campus Compact Fund Battle Creek Community Foundation Blue Cross Blue Shield of Michigan and Blue Care Network Russell G. Mawby Capital Region Community Foundation Kalamazoo Community Foundation Secchia Family Foundation Wolverine World Wide Foundation Penske Corporation The Community Foundation for Muskegon County Strosacker Foundation Association of Independent Colleges and Universities of Michigan Blue Cross Blue Shield of Michigan Foundation Jackson Community Foundation Governor John and Michelle Engler F. Martin and Dorothy A. Johnson William C. and Nancy Richardson Central Michigan University Davenport University Grand Valley State University Michigan State University Saginaw Valley State University University of Michigan Western Michigan University Other gifts Funds from the State yet to be matched: Total: Amount State Match $1,250,000.00 $1,250,000.00 $1,000,000.00 $1,000,000.00 $1,000,000.00 $810,013.00 $465,957.00 $350,000.00 $250,000.00 $250,000.00 $150,000.00 $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 $50,000.00 $50,000.00 $35,237.00 $30,000.00 $30,000.00 $30,000.00 $25,000.00 $25,000.0^ $25,000.00 $25,000.00 $20,000.00 $15,000.00 $12,500.00 $12,000.00 $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 $10,000.00 Total with Match - $1,250,000.00 $1,250,000.00 $1,000,000.00 $1,000,000.00 $1,000,000.00 $810,013.00 $465,957.00 $350,000.00 $250,000.00 $250,000.0^ $150,000.00 $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 $50,000.00 $50,000.00 $35,237.00 $30,000.00 $30,000.00 $30,000.00 $25,000.00 $25,000.00 $25,000.00 $25,000.00 $20,000.00 $15,000.00 $12,500.00 $12,000.00 $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 $10,000.00 $2,500,000.00 $2,500,000.00 $2,000,000.00 $2,000,000.00 $2,000,000.00 $1,620,026.00 $931,914.00 $700,000.00 $500,000.00 $500,000.00 $300,000.00 $300,000.00 $200,000.00 $200,000.00 $200,000.00 $200,000.00 $200,000.00 $200,000.00 $100,000.00 $100,000.00 $100,000.00 $100,000.00 $100,000.00 $100,000.00 $70,474.00 $60,000.00 $60,000.00 $60,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $40,000.00 $30,000.00 $25,000.00 $24,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $143,375.00 $286,750.00 $625,918.00 $9,374,082.00 $10,000,000.00 $19,374,082.00 $143,375.00 �association of APR 0 5 2001 independent colleges and universities of michigan Edward O. Blew, Jr. MICHIGAN NATIONAL TOWER \2A WI-.ST ALLEGAN..SUITK 650 LANSING, MiciIIGAN 48933-1707 TliLEPHONK: (.517) 372-9160 FAX: (517) 372-9165 President ADRIAN COLLEGE ALBION COLLEGE ALMA COLLEGE ANDREWS UNIVERSITY AQUINAS COLLEGE BAKER COLLEGE OF FLINT • BAKER COLLEGE OF CADILLAC • B A K E R COLLEGE OF EASTERN MICHIGAN • BAKER COLLEGE OF JACKSON • B A K E R COLLEGE OF OWOSSO BAKERCOLLEGE OF MUSKEGON CALVIN COLLEGE CENTER FOR CREATIVE STUDIES - COLLEGE OF ART AND DESIGN CLEARY COLLEGE WASHTENAW CAMPUS •CLEARY COLLEGE LIVINGSTON CAMPUS CONCORDIA COLLEGE THOMAS M. COOLEY LAW SCHOOL CORNERSTONE UNIVERSITY DAVENPORT UNIVERSITY CENTRAL REGION (MIDLAND) DAVENPORT UNIVERSITY EASTERN REGION (DEARBORN) • DAVENPORT UNIVERSITY FLINT CAMPUS • DAVENPORT UNIVERSITY WARREN CAMPUS DAVENPORT UNIVERSITY WESTERN REGION (GRAND RAPIDS) • DAVENPORT UNIVERSITY HOLLAND CAMPUS • DAVENPORT UNIVERSITY KALAMAZOO CAMPUS • DAVENPORT UNIVERSITY LANSING CAMPUS FINLANDIA UNIVERSITY HOPE COLLEGE KALAMAZOO COLLEGE KETTERING UNIVERSITYLAWRENCE TECHNOLOGICAL UNIVERSITY MADONNA UNIVERSITY MARYGROVE COLLEGE NORTHWOOD UNIVERSITY OLIVET COLLEGE ROCHESTER COLLEGE SAINT MARY'S COLLEGE SIENA HEIGHTS UNIVERSITY SPRING ARBOR COLLEGE UNIVERSITY' OF DETROIT MERCY MCNICHOLS CAMPUS OUTER DRIVE CAMPUS • UNIVERSITY OF DETROIT MERCY SCHOOL OF DENTISTRY • UNIVERSITY OF DETROIT MERCY SCHOOL OF LAW WALSH COLLEGE OF ACCOUNTANCY AND BUSINESS ADMINISTRATION WILLIAM TYNDALE COLLEGE 'AFFILIATE MEMBER March 30, 2001 Mr. Timothy Swope Director of Development ConnectMichigan Alliance P.O. Box 22004 Lansing, Michigan 48909-2004 Dear Tim: This correspondence confirms and certifies the pledge of our Association of Independent Colleges and Universities of Michigan (AICUM) to contribute $10,000 to the ConnectMichigan Alliance Endowment Campaign. Our Association will pay this pledge in several installments (from multiple fiscal years) over two calendar years (i.e. during the 2001 and 2002 calendar years). In fact, I am pleased to enclose a check in the amount of $4,000, constituting the first payment by our Association on its pledge. As instructed, we have made the check payable to "Capital Region Community Foundation" (the repository of the ConnectMichigan funding) and have noted in the check description that it is a contribution to the ConnectMichigan Alliance. Additionally, we are enclosing a completed ConnectMichigan Campaign pledge card on behalf of our Association. We have characterized this as a pledge to be paid over two years, as described above. Obviously, this pledge of $10,000 represents a very significant commitment for our Association, given its size. We recognize the ConnectMichigan Campaign as a truly unique opportunity to strengthen volunteerism and encourage cooperation throughout Michigan and to financially support, greatly enhance and expand service learning and volunteer opportunities, activities and initiatives in Michigan higher education, including independent, nonprofit colleges and universities. We affirm the vital role of the Michigan Campus Compact for Michigan independent, nonprofit colleges and universities in advancing and facilitating service learning and campus volunteerism, which will be greatly nurtured by the new ConnectMichigan Alliance. We are proud of the leadership of our independent colleges within Michigan Campus Compact. We are deeply grateful for the $10 million that the State of Michigan has committed to the ConnectMichigan Endowment, to the extent matched by private contributions of which we hope ours will be a help, however modestly. For all these reasons, our Association is proud to associate itself with the ConnectMichigan Alliance, as a "Partner" level contributor. �association of independent colleges and universities of michigan Edward O. Blews, Jr. M I C H I G A N NATIONAL TOWER 124 WEST ALLEGAN. SIMTK 650 LANSING, MICHIGAN 48933-1707 TELEPHONE: (517) 372-9160 FAX: (517) 372-9165 President ADRIAN COLLEGE ALBION COLLEGE ALMA COLLEGE ANDREWS UNIVERSITY AQUINAS COLLEGE BAKER COLLEGE OF FLINT •BAKER COLLEGE OF CADILLAC • BAKER COLLEGE OF EASTERN M I C H I G A N • B A K E R COLLEGE OF JACKSON • B A K E R COLLEGE OF OWOSSO BAKER COLLEGE OF MUSKEGON CALVIN COLLEGE CENTER FOR CREATIVE STUDIES - COLLEGE OF ART AND DESIGN CLEARYCOLLEGE WASHTENAW CAMPUS •CLEARYCOLLEGE LIVINGSTON CAMPUS CONCORDIA COLLEGE THOMAS M. COOLEY LAW SCHOOL CORNERSTONE UNIVERSITY' DAVENPORT UNIVERSITY CENTRAL REGION (MIDLAND) DAVENPORT UNIVERSITY EASTERN REGION (DEARBORN) • DAVENPORT UNIVERSITY FLINT CAMPUS • DAVENPORT UNIVERSITY WARREN CAMPUS DAVENPORT UNIVERSITY WESTERN REGION (GRAND RAPIDS) • DAVENPORT UNIVERSITY HOLLAND CAMPUS • DAVENPORT UNIVERSITY KALAMAZOO CAMPUS • DAVENPORT UNIVERSITY' LANSING CAMPUS FINLANDIA UNIVERSITY HOPE COLLEGE KALAMAZOO COLLEGE KETTERING UNIVERSITY LAWRENCE TECHNOLOGICAL UNIVERSITY MADONNA UNIVERSITY MARYGROVE COLLEGE NORTHWOOD UNIVERSITY OLIVET COLLEGE ROCHESTER COLLEGE SAINT MARY'S COLLEGE SIENA HEIGHTS UNIVERSITY SPRING ARBOR COLLEGE UNIVERSITY OF DETROIT MERCY MCNICHOLS CAMPUS OUTER DRIVE CAMPUS • UNIVERSITY OF DETROIT MERCY SCHOOL OF DENTISTRY • UNIVERSITY OF DETROIT MERCY SCHOOL OF LAW WALSH COLLEGE OF ACCOUNTANCY AND BUSINESS ADMINISTRATION WILLIAM TYNDALE COLLEGE 'AFFILIATE MEMBER Mr. Timothy Swope —2— March 30, 2001 Speaking personally and professionally as the President of our Association, I am also deeply honored to have been elected to serve as the Chair of the ConnectMichigan Alliance Board of Directors. Please accept our Association's best wishes for great success in the ConnectMichigan Endowment Campaign. We hope that our $10,000 pledge (matched by $10,000 from the State's endowment funds) will help. Edward 0. Blews, President EOB:klh:127.56 Enclosures cc: Mr. Sam Singh, President, Michigan Nonprofit Association Mr. Kyle Caldwell, Executive Director, Michigan Community Service Commission �Ed Blews February 09 Report.doc Page 1 of 2 ConnectMichigan Alliance Campaign Meeting Report Form Edward O. Blews, Jr., Association of Independent Colleges & Universities of Michigan Meeting Date: February 9, 2001 Attendees: Sam Singh, President & CEO, Michigan Nonprofit Association Tom Monaghan, Monaghan and Associates Tim Swope, CMA Campaign Director Topic(s) of Discussion: Reviewed campaign plan/timetable/strategies Notes: This was a good update for Ed. He had lots of questions. Ed suggested the following AICUM strategy. 1. Ed will recommend a gift to his Executive Committee to be followed by (hopefully!), their recommendation to full AICUM Board. Target: $10,000 over 2 years. 2. Ed further suggested a strategy to seek individual/personal gifts from each AICUM Board member. NOTE: Liked the model Kyle has suggested to commission members. ... He will take the lead with a personal gift of $5,000 (pending spouse approval). Wonderful commitment. ... Wants to complete board solicitation: 3/24 - 5/21. Ed reviewed the proposed strategy for the Michigan Campus Compact and offered some good suggestions (i.e. target gift level for each institution should be clear and appropriate. NOTE: He will work with Barb Mieras and her Executive Committee with any Presidents or Institutions she suggests. Great gesture! Ed also suggested we not forget about the Michigan Trade Associations housed in Lansing. NOTE: He will take the lead in creating/implementing a strategy to seek their gifts (i.e. chamber, Retailer's Assoc., etc). Ed also noted not to forget the Michigan Catholic Conference (Sr. Monica Kostielney on Board). Is there an opportunity for endorsement/or support? �Ed Blews February 09 Report.doc Page 1 of 2 His final suggestion concerned the greater Lansing area individual/personal/corporate prospects. Granger Family Olds Anderson Ed also offered to help with Dick/Betsy DeVos if that seems appropriate. What a terrific session ... lasted two hours! Pledge/Gift Received: Ed proposed a personal gift of $5,000. Staff Assigned: Action Steps: Task Due Date Status � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Association-of-Indp-Colleges-and-Universities-of-MI_2002-07-23_Fundraising-Letter Title A name given to the resource ConnectMichigan Alliance 2002-07-23 Association of Independent Colleges and Universities of Michigan fundraising letter Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2002-07-23 Association of Independent Colleges and Universities of Michigan fundraising letter. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49408 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2002-07-23 https://digitalcollections.library.gvsu.edu/files/original/defe10087a8ad2f1bf20081fb12a53dc.pdf df55ddae4eec59f31399a81d91b01e1b PDF Text Text C onnectMi^higan Campaign Tri-Chairs Michelle Engler Julie Fisher Cummings William C. Richardson May 23, 2002 Ms. Lisa Hamway Director, Corporate Contributions, Michigan Ameritech Corporation 444 Michigan Avenue, Suite 1700 Detroit, Michigan 48226 Dear Lisa: Ameritech - SBC Global Network's Excelerator program is truly an innovative and welcome opportunity for those of us who are working to connect Michigan's underserved to today's advanced technologies. Ameritech - SBC Global Network has amplified the level of excitement throughout ConnectMichigan Alliance (CMA) and its constituencies regarding opportunities to increase the technological capacities of Michigan's local nonprofit and volunteer organizations. For that, Lisa, we are truly grateful. CMA staff and member constituencies have been actively engaged in a technology planning process since Excelerator was announced in April at the Volunteerism SuperConference 2002. The planning process has included input from existing successful technology programs. Our efforts to date have generated enthusiasm about the opportunities created by a partnership with Ameritech - SBC Global Network. It has also brought us to the realization, however, that we need to know more about the needs of our constituencies before presenting a proposal for your consideration. The complexities involved in identifying the needs of such a diverse group of 34 Volunteer Centers throughout Michigan will not allow for the development of a comprehensive proposal by June 3, 2002. Campaign Cabinet Edward 0. Blews Carolyn Bloodworth Nonie Brennan Stanley P. Caine Richard Cole Robert Collier Neeta Delaney David 0. Egncr Eric R. Gilbertson Karl a 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 Accordingly, CMA will continue to develop a technology plan for Michigan's nonprofit and volunteer infrastructure. In the interest of insuring the return on an Ameritech - SBC Global Network grant, CMA will forgo this opportunity to partner with you through the Excelerator program. 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 �Ms. Lisa Hamway Page 2 May 23, 2002 However, we look forward to partnering with Ameritech - SBC Global Network in the future, once we have fully analyzed the technology needs and capacities of the total CMA constituencies. Meanwhile, Lisa, please accept my appreciation for meeting with me and encouraging the involvement of CMA in this worthwhile project. Sincereiy-ypurs, CC: Judy Tymowicz, Volunteer Centers of Michigan Tim Swope, ConnectMichigan Alliance Kate Sperti, ConnectMichigan Alliance � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_Ameritech-Corporation_2002-05-23_Fundraising-Letter-to-Lisa-Hamway Title A name given to the resource ConnectMichigan Alliance 2002-05-23 Ameritech Corporation fundraising letter to Lisa Hamway Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2002-05-23 Ameritech Corporation fundraising letter to Lisa Hamway. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49407 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-05-23 https://digitalcollections.library.gvsu.edu/files/original/bc1495030c52fc6626542454d7a24536.pdf 8edeb6fcb9e6d92d40097b4306d71f86 PDF Text Text Prepared by Kimberly Lane ConnectMichigan Alliance Family Gifts/Pledges Name Allison Treppa Anne Rosewarne Barbara Mieras Carolyn Bloodworth Dale Weighill Dorothy Johnson Edward O. Slews, Jr. Eric Gilbertson Juan Olivarez Julie Fisher Cummings Kathryn Rossow Michelle Engler \Jonie Brennan Regina Fortushniak Terry Pruitt Theresa Nelson Thomas Dolan Virgil Carr Andrea Newman Anne Rosewarne Arend Lubbers Barbara Mieras Carolyn Bloodworth David O. Egner Diana Sieger Dorothy Johnson Edward O. Blews, Jr. Eric Gilbertson Glenn Steil Joel Orosz John Lore Juan Olivarez Judith Ann Rapanos Julie Fisher Cummings Karla Hall Kathryn Rossow Michelle Engler Neeta Delaney Nonie Brennan Patricia Reynolds Peter Secchia Richard Cole Russell Mawby Stanley Caine Terry Pruitt William Richardson John S. Lore Adrian College Albion College Alma College Andrews University Affiliation CMA Board CMA Board CMA Board CMA Board CMA Board CMA Board CMA Board CMA Board CMA Board CMA Board CMA Board CMA Board CMA Board CMA Board CMA Board CMA Board CMA Board CMA Board CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Cabinet CMA Staff MCC Institution MCC Institution MCC Institution MCC Institution Aquinas College MCC Institution Calvin College Central Michigan University Davenport University MCC Institution MCC Institution MCC Institution Last Updated: 10/11/2001 Given No Yes Yes Yes No No Yes No No Yes Yes Yes No Yes Yes No No No No Yes Yes Yes Yes No No No Yes No No Yes Yes No No Yes No Yes Yes Yes No No No No Yes Yes Yes No Yes Yes Yes No No No Yes Yes Yes �Prepared by Kimberly Lane Eastern Michigan University Ferris State University Grand Rapids Community College Grand Valley State University Hope College Jackson Community College Kalamazoo College Kalamazoo Valley Community College <irtland Community College Lansing Community College Madonna University Marygrove College Michigan State University Mid Michigan Community Collge Northwood University Olivet College Saginaw Valley State University Saint Mary's College Schoolcraft College Siena Hieghts University University of Michigan University of Michigan - Dearborn University of Michigan - Flint Wayne State University Western Michigan University William Tyndale College Arend Lubbers Barbara Mieras Bernard Klein Charles Rorie Daniel Phelan David Fry Don Tuski Elson Floyd Eric Gilbertson Gaylen Byker Glenda Price Harry Knopke Irvin Reid James Bultman James McHann James R. Jones, Jr. Janet Guggenheim John Selman Juan Mestas Juan Olivarez Lee Bellinger M. Peter McPherson Marilyn Schlack Mark Murray Michael Rao Niels-Erik Andreasen Paula Cunningham Peter Mitchell Randolph Fleschig Richard Artmann ConnectMichigan Alliance Family Gifts/Pledges MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC Institution MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC President Last Updated: 10/11/2001 No No No No No No Yes Yes No No Yes No Yes No No No Yes No No No No No No No No No Yes Yes No No No No No No No Yes Yes No No No No Yes Yes No No No No No No No No No No Yes No No �Prepared by Kimberly Lane Ronald Verch Samual Kirkpatrick Saundra Tracy Sr. Rose Marie Kujawa Stanley Caine Thaddeus Radzilowski William Sederburg Amy Smitter <imberly Lane Richard Hatfield Michelle Holzhei Arend Lubbers Christine Kwak Donald L. Newport Ethan Weinstock Geneva Jones Williams John Barfield Julie Fisher Cummings <aren Aldridge Eason <ari Pardoe Matt Wesaw Meg Smith Michelle Engler Nancy Lenz Pat Ryan O'Day Raymond West Robert Collier Russell Mawby Terry Pruitt Tom Watkins Victor Begg Vivien Rogers Pickard Angelia Salas Beth Barney Bill Heuer Elizabeth Scully Ezra Bell Garry Gross India Plough Jeanine Yard Jennifer Forbes Kathie Vasilion Kyle Caldwell Mary Estrada Mary Grill Michael Freeman Michelle Metzmaker Paula Kaiser Tara Gilman Ann Marston Anne Petersen Anne Rosewarne Barbara Mieras Barbara Orr Hill Candyce Williams Carolyn Bloodworth ConnectMichigan Alliance Family Gifts/Pledges MCC President MCC President MCC President MCC President MCC President MCC President MCC President MCC Staff MCC Staff MCC Staff MCC/VCM Staff MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Board MCSC Staff MCSC Staff MCSC Staff MCSC Staff MCSC Staff MCSC Staff MCSC Staff MCSC Staff MCSC Staff MCSC Staff MCSC Staff MCSC Staff MCSC Staff MCSC Staff MCSC Staff MCSC Staff MCSC Staff MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board Last Updated: 10/11/2001 No No No No Yes No No Yes Yes Yes No Yes Yes Yes Yes No Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No Yes Yes Yes No Yes Yes Yes Yes No Yes Yes Yes Yes No Yes Yes Yes No Yes Yes Yes Yes Yes �Prepared by Kimberly Lane ConnectMichigan Alliance Family Gifts/Pledges Christopher Nelson David Price David Seaman Debbie Mikula Delois Caldwell Diana Algra (Sidney) Dorothy Silk Edward O. Blews, Jr. Elyse M. Rogers Gerald Smith Glenn Stevens Howard B. Newman Ira Strumwasser Jane Marshall Jeffrey R. Taylor John Tropman Judy Moore Justin King Karla Hall Katherine Willis Kathryn Rossow Maggie DeSantis Mark Wilson Michael Flanagan Michelle Engler N. Charles Anderson Neeta Delaney Rev. Ben Baldus Robert S. Collier Russell Mawby Sr. Monica Kostielney Steven Webster Suzanne Heath Thomas Mathieu Vivien Rogers Pickard William Liebold Erin Skene Gylin Teh Jan Harper Jerry Lindman Peggy Casale Robin Lynn Schultheiss Sam Singh Tim Swope Albion Volunteer Service Organization Alpena Volunteer Center - Alpena Community College Community Resource Center - Manchester Community Volunteer Center -UW of Saginaw Dickinson Community Resource Center ENRICH Vol & Info Center of Ionia County George W. Romney Vol Center - UWCS Detroit Heart of West Ml United Way Volunteer Center Hillsdale County Volunteer Resource & Support Center Jackson Nonprofit Support Center Lenawee United Way & Vol. Center Marquette County Volunteer Center MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Board MNA Staff MNA Staff MNA Staff MNA Staff MNA Staff MNA Staff MNA Staff MNA Staff VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member Last Updated: 10/11/2001 No No Yes Yes No Yes No Yes Yes No No No Yes No Yes No Yes Yes No Yes Yes No Yes No Yes No Yes Yes Yes Yes No No Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes No No No Yes No No No No Yes Yes No �Prepared by Kimberly Lane ConnectMichigan Alliance Family Gifts/Pledges Montcalm County Volunteer Connections Newaygo County Community Services Volunteer Center Resource Center - Flint Thumb Area Volunteer Center United Way of Lapeer County United Way of Monroe Co. - Volunteer Action Ctr. United Way of Wexford County UW & Volunteer Center of Clare County UW of Isabella Co. Vol. Ctr. Voluntary Action Center of Midland County Volunteer Center of Allegan County Volunteer Center of Barry Co. Volunteer Center of Battle Creek Volunteer Center of Chippewa Co. Volunteer Center of Greater Holland UW Volunteer Center of Greater Kalamazoo Volunteer Center of Mid-Michigan Volunteer Center of Northwest Michigan Volunteer Center of Otsego Co. Volunteer Center of Southwest Michigan Volunteer Center of the Tri-Cities -Grand Haven Volunteer Muskegon Volunteer Resource Center of Bay County Judy Tymowicz VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Member VCM Staff Last Updated: 10/11/2001 Yes No Yes Yes No Yes No Yes Yes Yes No No Yes Yes No Yes Yes Yes Yes Yes Yes Yes Yes Yes � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_2001-10-11_Family-Gifts-Pledges Title A name given to the resource ConnectMichigan Alliance 2001-10-11 family gifts pledges Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2001-10-11 family gifts pledges. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49406 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-10-11 https://digitalcollections.library.gvsu.edu/files/original/492de4373c565e9e269ce083061885d6.pdf a1f0cd2dbf9a8e7231069abbb9c8f2ef PDF Text Text Fund Advancement Plan - Start Up (As of September 20,2001) Lead Gifts - $2,000,000 by December 31, 2000 FOUNDATION C.S. Mott Foundation W.K. Kellogg Foundation AMOUNT $ 1,000,000 $ 1,000,000 Phase I - $6,000,000 by October 15,2001 (including lead gifts) FOUNDATION H & G Dow Foundation Community Foundations (excluding CFSEM, GR, Kalamazoo, Fremont, Capital Region and Jackson) Community Foundation for Southeastern Michigan Whitney Fund Community Foundation for Southeastern Michigan H & M Towsley Foundation McGregor Fund Hudson- Webber Foundation Frey Foundation Kalamazoo Community Foundation The Grand Rapids Foundation Fremont Area Community Foundatoin Consumers Energy Foundation Community Foundation for Muskegon County Capital Region Community Foundation Jackson Community Foundation Blue Cross Blue Shield of Michigan Foundation Foundation Matching Gifts to Date AMOUNT $ 1,000,000 $ 200,000 $ 150,000 (Sept. decision expected) $ $ $ $ $ $ $ $ $ $ $ $ $ $ CORPORATION DaimlerChrysler Ford Motor Company General Motors Corporation Comerica Detroit Edison SPECIAL GIFT/FAMILY DONOR 001 002 003 AICUM $ $ $ $ $ 100,000 (proposal to be developed) 250,000 (Oct. decision expected) 200,000 (Sept. decision expected) 100,000 100,000 (Nov. decision expected) 75,000 (proposal being developed) 50,000 50,000 (Oct. decision expected) 50,000 (proposal to be developed) 45,000 (Oct. decision expected) 25,000 10,000 10,000 (unsolicited gift) 33,000 AMOUNT 1,000,000 (Sept. decision expected) 1,000,000 (Oct. decision expected) 1,000,000 (Sept. decision expected) 150,000 350,000 AMOUNT $ 1,000,000 (Sept. decision expected) $ 100,000 $ 500,000 (Sept. decision expected) $ 10,000 1° 3. 3,5 �Phase II - $10,000,000 by October 31, 2002 FOUNDATION Kresge Foundation Skillman Foundation The Rollin M. Gerstacker Foundation Wege Foundation C.J. Strosacker Foundation AT&T Foundation Ameritech Corporation Contributions Program Edyth Bush Charitable Foundation, Inc. Dick & Betsy DeVos Foundation Herrick Foundation Steelcase Foundation Sebastian Foundation A & V Dow Family Foundations Besser Foundation Rotary Charities The Anderson Fund Whirlpool Foundation Weatherwax Foundation Talbert & Leota Abrams Foundation Philip D. Miller Foundation JSJ Foundation F.S. Foundation Chutney Foundation Hampson Foundation McKinley Foundation Dyer Ives Foundation Dykstra Charitable Foundation AMOUNT 1,000,000 (Proposal being developed, $ Dec. decision expected) $ 500,000 (Proposal being developed, Nov. decision expected) $ 250,000 (Cult, begins in Oct.) $ 200,000 (Cult, begins in Aug.) $ 125,000 (Cult, begins in Oct.) $ 100,000 (Cult, begins in Oct.) $ 100,000 (Cult, begins in Oct.) $ 100,000 (Cult, begins in Jan.) $ 100,000 (Cult, begins in June) $ 100,000 (Cult, begins in Jan.) $ 100,000 (Cult, begins in June) $ 50,000 (Cult, begins in June) $ 50,000 (Cult, begins in Jan.) $ 50,000 (Cult, begins in Jan.) $ 50,000 (Cult, begins in Nov.) $ 50,000 (Cult, begins in Jan.) $ 50,000 (Cult, begins in Sept.) $ 25,000 (Cult, begins in Nov.) $ 25,000 (Cult, begins in Sept.) $ 25,000 (Cult, begins in Jan.) $ 25,000 (Cult, begins in Sept.) $ 25,000 (Cult, begins in Jan.) $ 25,000 (Cult, begins in Nov.) 5,000 (Cult, begins in Jan.) $ 5,000 (Cult, begins in Jan.) $ 5,000 (Cult, begins in Jan.) $ 5,000 (Cult, begins in Jan.) $ �CORPORATION Dow Chemical Company Kellogg Company BankOne Chemical Bank Citizens Bank 5th Third/Old Kent Bank National City Bank Whirlpool Corporation Compuware Federal Mogul Amway Corporation Meijer Corporation Stryker Corporation Lear Corporation Visteon Delphi Automotive Systems Northwest Airlines GTE SPX SEMCO Domino's K-Mart Masco Stroh's The Bud Company Gerber Wolverine Worldwide Pharmacia & Upjohn Gentex Haworth Herman Miller Dow Corning Arbor Drugs Kelly Services Lazy Boy UAW Foremost Insurance State Farm Insurance AMOUNT $ 500,000 (Cult, begins in Aug) $ 250,000 (Cult, begins in Sept.) $ 250,000 (Cult, begins in Nov.) $ 250,000 (Cult, begins in Nov.) $ 250,000 (Cult, begins in Nov.) $ 250,000 (Cult, begins in Nov.) $ 250,000 (Cult, begins in Nov.) $ 250,000 (Cult, begins in Nov.) $ 100,000 (Cult, begins in Nov.) $ 100,000 (Cult, begins in Sept.) $ 100,000 (Cult, begins in Sept.) $ 100,000 (Cult, begins in June) $ 100,000 (Cult, begins in June) $ 100,000 (Cult, begins in Nov.) $ 100,000 (Cult, begins in Oct.) $ 100,000 (Cult, begins in Oct.) $ 100,000 (Cult, begins in Oct.) $ 100,000 (Cult, begins in Oct.) $ 100,000 (Cult, begins in Jan.) $ 100,000 (Cult, begins in Jan.) $ 100,000 (Cult, begins in Jan.) $ 50,000 (Cult, begins in Jan.) $ 50,000 (Cult, begins in Jan.) $ 50,000 (Cult, begins in Jan.) $ 50,000 (Cult, begins in Jan.) $ 50,000 (Cult, begins in Jan.) $ 50,000 (Cult, begins in Jan.) $ 50,000 (Cult, begins in Jan.) $ 50,000 (Cult, begins in Jan.) $ 25,000 (Cult, begins in Jan.) $ 25,000 (Cult, begins in Jan.) $ 25,000 (Cult, begins in Jan.) $ 20,000 (Cult, begins in Aug.) $ 20,000 (Cult, begins in Jan.) $ 20,000 (Cult, begins in Jan.) $ 20,000 (Cult, begins in Jan.) $ 20,000 (Cult, begins in Jan.) $ 20,000 (Cult, begins in Jan.) $ 20,000 (Cult, begins in Jan.) �SPECIAL GIFT/FAMILY DONOR 004 005 006 007 008 009 010 Oil 012 $ $ $ $ $ $ $ $ $ AMOUNT 100,000 (Cult, begins in Aug.) 100,000 (Cult, begins in Aug.) 100,000 (Cult, begins in Aug.) 50,000 (Cult, begins in Aug.) 50,000 (Cult, begins in Aug.) 25,000 (Cult, begins in Aug.) 25,000 (Cult, begins in Aug.) 25,000 (Cult, begins in Aug.) 20,000 (Cult, begins in Aug) ~a? L®>*»> p«p~ **> y � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_2001-09-20_Fund-Advancement-Plan-Start-up Title A name given to the resource ConnectMichigan Alliance 2001-09-20 fund advancement plan start up Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2001-09-20 fund advancement plan start up. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49405 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2001-09-20 https://digitalcollections.library.gvsu.edu/files/original/7b4d4ace9d090c4cd35f053e44fedb46.pdf 76f1332199240573d36397c5ace19dea PDF Text Text Connect Michigan Alliance (CMA) Endowment Fund Allocation Guidelines This document is designed to guide current and future leaders of the Michigan Nonprofit Association in the allocation of the CMA Endowment proceeds. The process set forth in this document includes a brief history of the endowment, a review process that affirmed the donor intent for the endowment proceeds, and specific guidance for FY 2011-2014. Background: The ConnectMichigan Alliance (CMA) Endowment was created on July 13, 2000 with the signing of Senate Bill 968 by Governor John Engler. This bill established the state funded challenge grant of $10 million which was to be matched 1:1 by private funds that would be permanently endowed to support volunteer infrastructure in Michigan. The $20 million campaign was completed in 2005 with payouts completed in 2007 and permanently housed at the Capital Region Community Foundation (CRCF) as part of a compliment of agency funds assigned to the ConnectMichigan Alliance (a 501 c 3 nonprofit corporation). In 2007, the ConnectMichigan Alliance (CMA) merged with the Michigan Nonprofit Association (MNA) and transferred all responsibilities for these assets to the board of MNA. The board of CRCF approved the assignment of the CMA Endowment proceeds to MNA in July of 2007. As part of the merger agreement, the boards of MNA and CMA agreed to establish an advisory committee within the board of MNA. The CMA Endowment Advisory Committee works to ensure that MNA, as the partner with fiduciary authority of the endowment, allocates the funds in a manner that is genuine, reasonable, and in accordance with the intended purpose of the original donors to the endowment . The original CMA Endowment partner organizations, the Michigan Campus Compact (MCC), Volunteer Centers of Michigan (VCM), MNA, and the Michigan Community Service Commission (MSCS) have designated members to serve on the CMA Endowment Advisory Committee. A review of these practices was conducted in October 2010 by an Ad Hoc committee and accepted by the MNA Board of Directors on December14, 2010. The findings of that committee are as follows: �1. The Committee believes that the original donor intent has been preserved and the proceeds handled in accordance with their wishes. 2. Staff of MNA is encouraged to continue to find productive and innovative ways for the MCSC and MNA to partner to encourage and support service and volunteer infrastructure. 3. During this time of economic stress and political uncertainty, MNA should continue, and prepare to redouble its advocacy efforts on behalf of the MCSC to ensure its important leadership role in promoting and leveraging resources for volunteerism, national service, and service-learning. Guidance for Allocation of CMA Endowment Proceeds (annual process) This document is designed to guide current and future leaders of MNA in the allocation of the CMA Endowment proceeds. Annually, staff of MNA will present to the CMA Endowment Advisory Committee, a plan for the allocation of CMA Endowment proceeds. The plan should include the following: • Fund performance including asset size, growth over the previous year, and projected allocation amount for the upcoming fiscal year; • MNA organizational budget that designates the allocation of the Endowment proceeds as revenue, expenses projected to be charged to the endowment proceeds revenue line; and • Staff recommendations on allocation reinvestment (if any). This process should precede and inform the annual budget meeting of the Finance Committee of MNA. The MNA Board of Directors will then consider the recommendations as part of its annual review and adoption of the fiscal year budget. Specific Guidance for FY 2011-2014 The CMA Endowment partner organizations will propose to the MNA Board, the allocation of specific funds for the fiscal years of 2011-2014 to ensure that review finding #2 (above) is upheld. In effort to do so, MNA will establish CMA Endowment Partnership Funding Allocation Guidelines as follows: For the period of July 2011 through June 2014, the CMA Endowment partner organizations agree to allocate no less than $150,000 to joint partner projects that meet the following guidelines: 1. Revenue from the CMA Endowment proceeds will be placed in a three-fiscal year "lock box" to support CMA Endowment Partnership Initiatives that focus on the original donor intent. 2. All approved initiatives must be conceived, proposed, and implemented with the full support of all CMA Endowment partner organizations and reviewed annually as part of the normal MNA budgeting process which includes the aforementioned CMA Endowment Advisory Committee. �3. All approved initiatives must demonstrate the benefit to the CMA Endowment partners, the state's volunteer infrastructure, and/or the field of service and volunteerism in Michigan its regions and local communities. In addition, the proposed project will be the collective responsibility of the partners and not the sole responsibility of any one partner. 4. Projects may contribute to the ongoing technology infrastructure development for the state 5. Approved projects may include those which would leverage additional funding (local, state, or national) for partner projects. Please Note: for the funding period of July 2011-June 2014, the partners may propose plans that would carry forward any unexpended dollars to future years in effort to grow the joint fund. The endowment proceeds and related expenses will be tracked as part of the organization's quarterly budget review and presented to the MNA Board of Directors at their regularly scheduled meetings. This plan will be reviewed annually by the staff of MNA and the CMA Endowment partners. Proposed: March 15, 2011 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_2011-03-15_Fund-Allocation-Guidelines_2 Title A name given to the resource ConnectMichigan Alliance 2011-03-15 fund allocation guidelines 2 Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2011-03-15 fund allocation guidelines 2. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49404 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2011-03-15 https://digitalcollections.library.gvsu.edu/files/original/d9889d06ba1ca56601ef28989c2f11fb.pdf 763a347000b4b3fb2d8839b16d0d0880 PDF Text Text Connect Michigan Alliance (CMA) Endowment Fund Allocation Guidelines This document is designed to guide current and future leaders of the Michigan Nonprofit Association in the allocation of the CMA Endowment proceeds. The process set forth in this document includes a brief history of the endowment, a review process that affirmed the donor intent for the endowment proceeds, and specific guidance for FY 2011-2014. Background: The ConnectMichigan Alliance (CMA) Endowment was created on July 13, 2000 with the signing of Senate Bill968 by Governor John Engler. This bill established the state funded challenge grant of $10 million which was to be matched 1:1 by private funds that would be permanently endowed to support volunteer infrastructure in Michigan. The $20 million campaign was completed in 2005 with payouts completed in 2007 and permanently housed at the Capital Region Community Foundation (CRCF) as part of a compliment of agency funds assigned to the ConnectMichigan Alliance (a 501 c 3 nonprofit corporation). In 2007, the ConnectMichigan Alliance (CMA) merged with the Michigan Nonprofit Association (MNA) and transferred all responsibilities for these assets to the board of MNA. The board of CRCF approved the assignment of the CMA Endowment proceeds to MNA in July of 2007. As part of the merger agreement, the boards of MNA and CMA agreed to establish an advisory committee within the board of MNA. The CMA Endowment Advisory Committee works to ensure that MNA, as the partner with fiduciary authority of the endowment, allocates the funds in a manner that is genuine, reasonable, and in accordance with the intended purpose of the original donors to the endowment . The original CMA Endowment partner organizations, the Michigan Campus Compact (MCC), Volunteer Centers of Michigan (VCM), MNA, and the Michigan Community Service Commission .{M$C2Sthave designated (YI <'-;)~ members to serve on the CMA Endowment Advisory Committee. A review of these practices was conducted in October 2010 by an Ad Hoc committee and accepted by the MNA Board of Directors on December14, 2010. The findings of that committee are as follows: �1. The Committee believes that the original donor intent has been preserved and the proceeds handled in accordance with their wishes. 2. Staff of MNA is encouraged to continue to find productive and innovative ways for the MCSC and MNA to partner to encourage and support service and volunteer infrastructure. 3. During this time of economic stress and political uncertainty, MNA should continue, and prepare to redouble its advocacy efforts on behalf of the MCSC to ensure its important leadership role in promoting and leveraging resources for volunteerism, national service, and service-learning. Guidance for Allocation of CMA Endowment Proceeds {annual process) This document is designed to guide current and future leaders of MNA in the allocation of the CMA Endowment proceeds. Annually, staff of MNA will present to the CMA Endowment Advisory Committee, a plan for the allocation of CMA Endowment proceeds. The plan should include the following: • Fund performance including asset size, growth over the previous year, and projected allocation amount for the upcoming fiscal year; • MNA organizational budget that designates the allocation of the Endowment proceeds as revenue, expenses projected to be charged to the endowment proceeds revenue line; and • Staff recommendations on allocation reinvestment (if any). This process should precede and inform the annual budget meeting of the Finance Committee of MNA. The MNA Board of Directors will then consider the recommendations as part of its annual review and adoption of the fiscal year budget. Specific Guidance for FY 2011-2014 The CMA Endowment partner organizations will propose to the MNA Board, the allocation of specific funds for the fiscal years of 2011-2014 to ensure that review finding #2 (above) is upheld. In effort to do so, MNA will establish CMA Endowment Partnership Funding Allocation Guidelines as follows: For the period of July 2011 through June 2014, the CMA Endowment partner organizations agree to allocate no less than $150,000 to joint partner projects that meet the following guidelines;., ,_LI-// (\ ID.d>viJ~.J.U f-'vv.-..Y 1. Revenue from the CMA Endowment proceeds will be placed in a three-fiscal year-2!eek-bex" to support CMA Endowment Partnership Initiatives that focus on the original donor intent. 2. All approved initiatives must be conceived, proposed, and implemented with the full support of all CMA Endowment partner organizations and reviewed annually as part of the normal MNA budgeting process which includes the aforementioned CMA Endowment Advisory Committee. �3. All approved initiatives must demonstrate the benefit to the CMA Endowment partners, the state's volunteer infrastructure, and/or the field of service and volunteerism in Michigan its regions and local communities. In addition, the proposed project will be the collective responsibility of the partners and not the sole responsibility of any one partner. 4. Projects may contribute to the ongoing technology infrastructure development for the state 5. Approved projects may include those which would leverage additional funding (local, state, or national) for partner projects. Please Note: for the funding period of July 2011-June 2014, the partners may propose plans that would carry forward any unexpended dollars to future years in effort to grow the joint fund. The endowment proceeds and related expenses will be tracked as part of the organization's quarterly budget review and presented to the MNA Board of Directors at their regularly scheduled meetings. This plan will be reviewed annually by the staff of MNA and the CMA Endowment partners. Proposed: March 15, 2011 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_2011-03-15_Fund-Allocation-Guidelines_1 Title A name given to the resource ConnectMichigan Alliance 2011-03-15 fund allocation guidelines 1 Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2011-03-15 fund allocation guidelines 1. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49403 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2011-03-15 https://digitalcollections.library.gvsu.edu/files/original/e139b0f806a4a3bb3ba2965525ecfae8.pdf 4887dfa63ff01de2e8452c73748787d8 PDF Text Text 11 1 08 1 00 17 : 11 '0'059 MNFIVCM ~OOJ ConnectMichigan Alliance Major Gifts Calendar FOUNDATION C.S . Mott Foundation AMOUNT $ 1,000,000 SUBMISSION DATES Ongoing (quarterly) STRATEGY SOLICITOR *RCmt w/BW R. Collier M . Engler *.ME cali BR W.K. Kellogg Foundation $ 1,000,000 Ongoing Kresge Foundation $ 1,000,000 H&GDow Foundation Skillman Foundation H&MTowsley Foundation C.J. Strosacker Foundation Herrick Foundation A&VDow Family Foundations Ameritech Foundation Besser Foundation CFSEM Hudson-Webber Foundation McGregor Fund Rotary Charities Steelcase Foundation Whirlpool Foundation Weatherwax Foundation T &LAbrams Foundation Philip D. Miller $ 500,000 $250,000 Ongoing (Smtgs/yr) Ongoing (bimonthly) Ongoing (5mtgs/yr) 1~1 Quarter $ 125,000 10/1 $ 100,000 $ 50,000 9/1, 2/l $ 50,000 Ongoing $50,000 $ 50,000 $ 50,000 Ongoing 3/15, 8/15, 12/15 $250,000 $50,000 $ 50,000 $ 50,000 $ 50,000 Ongoing 9/l, 3/1 Ongoing _{guarterlv) 1/1, 4/l, 7/l, 10/l $25,000 Ongoing $25,000 5/31 $ 25,000 Foundation JSJ Foundation $25,000 *KC,SS,ME mt w/BR, JO *ME call BR M. Engler STATUS Pending Submitted 1116 Phone 11/15 Pending Submitted 11/3 Phone 11/8 �11 1 08 1 00 17 : 11 '0'059 MNFI VCM ~004 ConnectMichigan Alliance Major Gifts Calendar FOUNDATION AMOUNT SUBMISSION DATES $ 25,000 3/15, 6/15, 8/15, 10/15 Ongoing (quarterly) 3/15, 6/15, 9/15, 12/15 Ongoing $ 25,000 7/1 $ 10,000 2/1 $5,000 Ongoing $ 5,000 Ongoing F.S. Upton Foundation Frey Foundation $25,000 Detroit Edison Foundation Consumers Energy Foundation Chutney Foundation Pistons-Palace Foundation McKinley Foundation Dyer Ives Foundation Dykstra Charitable Foundation $ 25,000 $25,000 $ 5,000 STRATEGY SOLICITOR STATUS � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_MNA_CMA_FG_2000-11-08_Major-Gifts-Calendar Title A name given to the resource ConnectMichigan Alliance 2000-11-08 major gifts calendar Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource ConnectMichigan Alliance 2000-11-08 major gifts calendar. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records ConnectMichigan Alliance Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49402 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 2000-11-08