72 24 5790 https://digitalcollections.library.gvsu.edu/files/original/80d96fa180a32708b866e174738cc20d.pdf c283e3e9cf5768093d84c69295382735 PDF Text Text ConnectMichigan Alliance Board ofTrustees Memo Anne Rosewarne Chair To: MNA/CMA Strategic Alliance Committee Edward 0 . Blews, Jr.; Jenee Velasquez; Ouida Cash; Barbara Kratchman; David Eisler; Jacqueline D. Taylor; Paula Kaiser VanDam; Janet Lawson; Russ Mawby; Kathy Rossow; Martha Bottomley; Mike Brown; David Egner; Kathy Agard From: Anne Rosewame, Chair ConnectMichigan Alliance Board ofTrustees Karla Hall, Chair, Michigan Nonprofit Association Kyle Caldwell, President and CEO, ConnectMichigan AIHance Sam Singh, President and CEO, Michigan Nonprofit Association Date: November 21, 2006 Re: Agenda for November 29111 meeting Carolyn Bloodworth Vice-Chair Dr. Jacqueline D. Taylor Secretaryffreasurer Terry Pruitt Immediate Past Chair Dr. Edward 0. Blews, Jr. Martha Bottomley Michael Brennan Rob Collier Thomas Dolan Dr. David Eisler Denise Hubbard Diana Jones Theresa Nelson Vivian Rogers Pickard '\thryn Rossow , . Donald Tuski Sandra Ulsh Kyle Caldwell President and CEO Thank you for agreeing to serve on the Strategic Alliance Committee for the Michigan Nonprofit Association and the ConnectMichigan Alliance. We are delighted that you are working with us to help guide our discussions regarding the continued alignment of our respective organizations. Your work is critical to our organizations' future efforts and our support of Michigan communities. The charge of the committee is to provide recommendations as to whether and how our two organizations should be more closely aligned up to and including a merger. Our hope is that the committee will engage in a deep examination of the proposed alignment, investigate the possible advantages and challenges proposed, provide any questions we have not considered, and make a recommendation as to whether and how the two organizations and their partners should move forward. The Committee's recommendation(s) will be forwarded to the Boards of Trustees ofCMA and MNA for consideration at their December 5th and 12th meetings respectively. The Committee's first meeting is scheduled for November 29th at our Lansing offices. Attached you will find an agenda and a detailed planning document to guide our discussions. An additional follow up meeting is scheduled via conference call on December 151 should the committee need more time. Thank you again for taking the time to participate in this very important dialogue. We look forward to the results of your work. Buildiltg service and volunteering through organizations where we live, work a11d learn. IO.J8 Pierpont, Suite 3 • Lansing, Ml 48911 • Pbooe 517/492-2440 • Fax 517/492-2444 Web Site http://www.connectmichiganaUiance.org �ConnectMichigan Alliance ( Board of Trustees Michigan Nonprofit Association I ConnectMichigan Alliance Strategic Alliance Committee Meeting Anne Rosewame Chair November 29, 2006 ConnectM.ichigan Alliance Conference Room Lansing, Michigan Carolyn Bloodworth Vice-Chair Dr. Jacqueline D. Taylor Secretary/Treasurer Agenda Terry Pruitt Immediate Past Chair I. Welcome Ouida Cash, MNA Anne Rosewame, CMA Dr. Edward 0. Blews, Jr. Martha Bottomley Michael Brennan Rob Collier Thomas Dolan Dr. David Eisler Denise Hubbard Diana Jones Theresa Nelson Vivian Rogers Pickard 'thryn Rossow Jr . Donald Tuski Sandra Ulsb II. Review of Charge Ouida Cash, MNA Anne Rosewame, CMA ill. Overview of Case Statement Kyle Caldwell, CMA Sam Singj}MNA IV. Discussion and Frequently Asked Questions V. Areas of Consensus I Further Clarity Kyle Caldwell President and CEO . VI. Next Steps Ouida Cash, MNA Anne Rosewame, CMA Building service and volunteering through organizations where we live, work and learn. I048 Pierpont, Suite 3 • Lansing, Ml 48911 • Phone 517/492-2440 • Fax 517/492-2444 Web Site http://www.connectmichiganalliance.org �Strategic Alliance Committee I ConnectMichigan Alliance I Michigan Nonprofit Association Charge The boards of the ConnectMichigan Alliance (CMA) and Michigan Nonprofit Association (MNA) ask that a committee engage in a conversation to investigate the interest, possibilities and risks of continued alignment of the two organizations utilizing a deliberative process. The Committee will make recommendations to the boards of both organizations as to whether and how CMA and MNA and their respective partners should move forward in closer alignment up and including a merger. �ConnectMichigan Alliance Board of Trustees CoooectMichigan Alliance Anne Rosewarne Chair Michigan Nonprofit Association Carolyn Bloodworth Vice-Chair n·ta 1OI!Ue Wor kiog Group Participant Dr. Jacqueline D. Taylor Secretary/Treasurer VAnne Rose warne " Terry Pruitt Immediate Past Chair Edward 0 . Blews, Jr. Jenee Velasquez Dr. Edward 0 . Blews, Jr. ~uidaCash Martha Bottomley ~arbara Kratcbman Michael Brennan David Eisler Rob Collier VJacqueline D. Taylor I. Thomas Dolan C. ~ula Kaiser VanDam Dr. David Eisler Denise Hubbard Diana Jones 41,Jruiet Lawson Theresa Nelson Vivian Rogers Pickard l l,Kuss Mawby ' thryn Rossow j~thy Rossow (ret.) JT. Donald Tusk:i Sandra Ulsh l L.M'artha Bottomley li...Mlke Brown David Egner Kyle Caldwell ~ President and CEO Kathy Agard Organization Michigan Health Council Assoc. oflndependeot Colleges and Universities of Michigan Herbert H. and Grace A. Dow Foundation Starfish Family Services ArtServe Michigan Ferris State University Davenport University Michigan Community Service Commission Ford Volunteer Corps W.K. Kellogg Foundation Volunteer Center of Southeastern Michigan Volunteer Muskegon! Capital Area United Way Hudson Webber Foundation Dorothy A. Johnson Center on Philanthropy GVSU Affiliation CMA CMA Geography Statewide Statewide C4~ CMA Mid Michigan MNA MNA MCC MCC MCSC, CMA ExOfficio Board Member MCSC Southeast Michigan Statewide Northern Michigan OJ::/Q Statewide Statewide MCSC VCM Statewide/Southeast Michi_gan West Michigan Southwest Michigan VCM At Lar__g_e At Large West Michigan Mid Michigan Soutbe1e :an At Large West Michigan Building service and volunteering tllrougll organizations wllere we live, work and learn. I 048 Pierpont, Suite 3 • Lansing, MI 48911 • Phone 517/492-2440 • Fax 517/492-2444 Web Site http://www.connectmichiganalliance.org ~ �( ConnectMichigan Alliance Michigan Nonprofit Association Stronger Together A Case for Closer Alignment (This document is a draft discussion primer for interna l use only and not intended for public dissemination.) �r Index I. Case Statement o Proposal o Opportunities o Specific Examples of Integration o Frequently Asked Questions II. Supplemental Materials o Challenge o Opportunity o Benefits o Risks o Potential Options • Structure/Governance • Leadership o Process Recommendation • Process III. Appendices ABCD- Detailed Summary of Options Organization(s) Description Boards of Trustees (MNA and CMA) Affiliate and Partner Boards (1\ICC, VCM, i\ICSC) �I. Case Statement "There are no problems we cannot solve together, and very few that we can solve by ourselves." -- President Lyndon Baines Johnson Proposal Senior management of the Michigan Nonprofit Association (MNA) and the ConnectMichigan Alliance (CMA) recommend an investigative dialogue toward determining the possible development of closer mission alignment, increased efficiency and assured sustainability through a merger of the two organizations. Volunteers are vitaJ to building enduring solutions to community challenges. Nonprofits are a vital organizational structure for volunteers to channel their passions to serve. Each needs the other to be effective and sustainable to address our most challenging community issues. Nonprofits need volunteers to govern their organizations, guide their missions, develop their resources, and provide direct services to their constituencies. Volunteers need nonprofit organizations to effectively channel their passions and resources to affect meaningful progress and change in their communities. Volunteers and nonprofits must act as symbiotic forces in the cause of community problem solving that enriches the li ving experience in Michigan. The ConnectMichigan Alliance (CMA) represents the volunteer infrastructure and the Michigan Nonprofit Association (MNA) represents the support structure for the nonprofit sector. While these organizations now collaborate, they are not interwoven to build a truly stronger symbiotic structure for philanthropy in Michigan. Michigan has an opportunity to bring these two strong forces for its nonprofit and volunteer sectors more closely together into an even more powerfuJ, effective and innovative force. MNA and CMA and its partners the Michigan Community Service Commission (MCSC), Michigan Campus Compact (MCC), and Volunteer Centers of Michigan (VCM), provide the infrastructure to support to the volunteers who serve the missions of the state's nonprofits. These organizations work collaboratively because of their shared missions and goals and their inclusion in the governance structure of CMA with board members appointed by each of the partners and affiliates (see Appendix B). MNA is focused on increasing the effectiveness of the nonprofit sector. CMA, and its affiliates and partners make up a multi-sector alliance that is concerned with promoting a life-long ethic of service and volunteerism. CMA is able to support these partners through the leverage resources of a $20 million endowment and the strong affiliation relationship with two of the state's leading volunteer and civic engagement organizations. Together, CMA and MNA provide a wide rage of programs and services to Michigan non profits and the volunteers who serve in our communities. Still , even as all these organizations are cooperating, co-housed in the same physical space, cooperate on programming, share staffing and board members, co ntract services 3 �from each other, and interrelate on a multitude oflevels, they (MNA and CMA) remain largely separate entities each focusing on capacity building, public policy, research and evaluation, marketing and member services for their different constituencies. Combining the deep portfolio of programs, quality products and services offered by MNA with the community networks, public/private partnerships, and endowed resources of CMA, Michigan could better align its resources to work toward ensuring that every community is served by a vibrant nonprofit sector with a steady stream of engaged volunteers. These factors and more, make for fertile ground for a thoughtful dialogue regarding the possible increased alignment of the ConnectMichigan Alliance and the Michigan Nonprofit Association. Staff of all the organizations request that a working group of the CMA partners and affiliates and others take up this process and provide the boards of CMA and MNA recommendations on if, and how these organizations may move fonvard in discussions on continued alignment. "You don't just Juck into things as much as you'd like to think you do. You build step by step, whether it's friendships or opportunities." - Former First Lady, Barbara Bush Opportunities There are four primary opportunities before these two organizations during the discussions of alignment: amplification and congruency of missions, modeling best practice, increased stability and sustainability, maximization of resources. Maximizing the congruency of missions for greater reach and impact Both MNA and CMA identify volunteering and philanthropy as core elements to their missions. MNA is focused on developing a more effective nonprofit sector. On the other hand, CMA targets the expansion, and universal expectation of service and civic engagement. The Michigan nonprofit sector exists in large part, due to the efforts and effectiveness of volunteers. On the other hand, the volunteer infrastructure supported through CMA exists to serve communities through the state's nonprofit sector. One without the other cannot effectively function to strengthen our communities. Yet, today these organizations, while collaborating in many ways, still operate and function quite separately. MNA provides training, products, advocacy and other services to many of the same organizations CMA targets for its services. CMA provides resources, programming and even advocacy services (through MNA) to organizations that recruit, support, and sustain our volunteer force through its partners including the Michigan Community Service Commission, Michigan Campus Compact and the Volunteer Centers of Michigan. The leadership of CMA and fVfNA set different, yet parallel directions for their organizational 4 �( goals and resource development; all the while their constituents (nonprofits and the volunteers who serve their causes) tap each or both for their needs. The possibility of closer alignment opens the opportunity for a true "mega-mission" that can simultaneously leverage talent, programming and resources to support more effective nonprofits and higher quality support for the volunteers they leverage to achieve their miSSIOnS. A more comprehensive model for state and local support CMA is the product of a desire for partnership ofthe state's premiere service and volunteer organizations to build a comprehensive and expansive model for infrastructure support. In other words, many came together to make the work of promoting and supporting volunteers more permanent and at a greater scale. MNA was formed to give the sector an effective voice and lead the sector's efforts toward maximum effectiveness and efficiency. Separately, these organizations can continue to work on their core programs and services, but is it the most effective practice? Looking at current trends and the best practices, we would have to conclude that combining services, personnel, backroom functions, and leadership would provide the exemplary organizational model many other communities are striving to achieve. Increased stability and sustainability for the sector Each organization in this discussion brings with it tremendous resources and reputations for performance. Yet each has its challenges that could be addressed through tighter organizational alignment. MNA ' s current programs and structures are supported through a very successful funding model that includes some earned revenue, fee for service, grants, sponsorships and membership services. In addition, MNA 's long history and reputation for results has created the beginnings of an effective brand. CMA is supported through a generous endowment, public and private grants, membership fees, general fundraising and sponsorships. CMA 's model for collaboration is one of a kind in the nation and is cutting edge in its implementation. Recent restructuring efforts have focused on marketing and research of the volunteer field . Some of their strengths demonstrate the leadership and innovation of these organizations, while at the same time highlight their challenges. MNA's mission of supporting volunteerism is currently limited while its funding structure relies heavily on fund development through grants and sponsorships. CMA, while innovative, is largely an unknown quantity outside of its partners and has little brand recognition. The organization has recently developed a strong research partnership, but lacks a marketing program and strategy. In addition, its training and technical assistance as well as advocacy work is either limited or largely borrowed from MNA. The advantages of increased programs, services, band recognition, and resources could help to sustain the work of both organizations. 5 �More effective use of resources for growth and expansion Greater alignment of these organizations also creates the opportunity of conversation about how each could conserve on duplicative resources that may be used for possibilities that neither thought possible on their own. Through a thorough and exhaustive examination of the organizations' goals, resources and administrative/management procedures, each organization will be able to re-examine how resources are allocated. ln turn, each could create efficiencies that would provide for discussion of new opportunities including: • • • • • Developing more effective housing structure that might produce rather than drain revenues; Creating nonprofit business models that leverage shared services to the nonprofit sector; Marketing the nonprofit sector's work through a more unified mission (nonprofits and the volunteers who serve their missions); Brokering cutting-edge research that examines the nonprofit sector and volunteerism in new and unique ways to help the two elements (nonprofits and their volunteers) better relate; Increasing the influence and leadership potential of the public policy efforts of the sector. "I am wher e I a m because I believe in aU possibilities." - Actor, Whoopie Goldberg S pecific Examples of Integration An alignment of the two organizations brings forth the possibility for both expanding of existing programs and services as well as the creation of new initiatives in the following areas: • • • • • Capacity Building Public Policy Civic Engagement Research and Evaluation Marketing and Communications Deepened Capacity Building One of the most compelling opportunities ofbringing together tvfNA (nonprofit support for Michigan) and CMA (volunteer support for Michigan) is the increased capacity potential for local communities. 6 �I Training and Technical Assistance-- MNA and CMA can combine their strategies for providing ''universal access/coverage" for every Michigan community. This could include utilizing the current Management Service Organization (MSO) network, NPower partnership and other MNA assets, combined with CMA 's grassroots network of volunteer centers and campus compact member institutions to offer local best practices and signature trainings to meet the needs of local nonprofits and their volunteers. Unified Voice on Public Policy Both MNA and CMA have developed strong and respected advocacy and public policy arms to their organizations. MNA with their Michigan Public Policy Initiative and CMA with their Serve Michigan program have advanced and promoted the needs and interests of the nonprofit sector and volunteer infrastructure respectively. A combined organizational structure allows for the leveraging of the political and grassroots structures, long-recognized events, contacts, and products to make an even stronger and unified public policy voice. Expanding the Range of Civic Engagement Programming The lens of civic engagement is often limited to either voting or volunteering and rarely is a meaningful connection ever effectively forged to help communities sustain that connection. Both organizations are working on various civic engagement initiatives separately. MNA leads voter engagement drives to increase the awareness and scope of the nonprofit sector. CMA has focused on youth engagement and the volunteer infrastructure as key elements for civic engagement. Combined, MNA and CMA can begin to focus on a continuum of civic engagement that brings together the nonprofit sector and one of their most valuable assets-their volunteers of today and tomorrow. Integrated and Expanded Research and Evaluation MNA has established itself as one of the lead developers and promoters of research and knowledge on the impact ofMichigan's nonprofit sector on communities and the state's economy. The Michigan Nonprofit Research Program and the Research and Nonprofit Committee provide the support and direction for these and other efforts. MNA also works in partnership with other statewide organizations including CMA, MNA has published information on the inside work of nonprofits, volunteers, and the programs and partners that make up the sector. CMA recently increased its capacity to develop and secure research on the impact of service and volunteering infrastructure in Michigan. Through a realignment of existing resources and the leveraging our alliance partners MCSC, MCC, VCM and MNA, CMA has developed an agenda that will examine the current state of Michigan's vo lunteer infrastructure, the existing gaps and its impact. Combined, MNA and CMA can examine Michigan from a comprehensive and innovative approach that leverages the broad knowledge base ofMNA with the focus and resources ofCMA. 7 �Expanded Marketing and Communications For both CMA and MNA, marketing and communications are the areas with the greatest growth potential for organizations. MNA has developed an excellent reputation for services to the field, quality products and trainings, and leadership for the sector. CMA is the only organization in the country that brings together such a diverse and effective coalition of volunteer support organizations with a pool of endowed resources to leverage their work. At the same time, the merits and potential of these organizations have been largely undersold. At the same time, both organizations are working to improve their marketing and communications to aggressively "tell their stories" and expand their work. MNA is examining the marketing and communication needs of the organization and its customers by leveraging its board, leveraging new leadership and utilizing the existing member services (signature trainings, Links newsletter, Nonprofit Superconference, etc.). CMA developed a number of partnerships with for- and non-profit organizations to develop and implement a marketing plan to more effectively communicate the need for volunteer infrastructure. Working together, MNA and CMA can market the broader work ofboth organizations (nonprofit sector and the volunteers who serve them) in more cost effective and deeper ways. These are the major areas where the synergies of a closer alignment can lead to a stronger and more dynamic future for the nonprofit sector in Michigan. Still, some major questions remain including those listed below. "It is better to know some of the questions than all of the answers." - Author and Humorist, James Thurber. Frequently Asked Qu estions What are the primary driving forces for begiiUling a discussion of closer alignment or merger of these two organizations? Both CMA and MNA are strong and vibrant organizations with effective leadership, programming and services. CMA and MNA lead in critical areas vital to Michigan communities-volunteers and the nonprofit sector in which they serve. A creative governance structure was developed for CMA to help ensure that the partners can continue to engage in this effective relationship. However, all of this works because of the unique relationships between the organizations and the willingness of their leadership to go beyond and work to integrate the work ofall the organizations into an effective collaboration. Continued alignment provides the opportunity to solidify the strong partnership into a unified structure. By joining the grassroots memberships, cutting edge and enduring resources ofCMA with the established training, and membership services ofMNA, Michigan can build a bold and even more powerful single voice 8 �( and one-ofa-ki.nd organizational structure. Finally, as with any combining of organizations, there is the opportunity for finding efficiencies through consolidation, streamlining and leveraging of expanded ofservices. What are the disadvantages or cautjons to be considered? During preliminary conversations with the boards of C/vlA and MNA as well as the affiliate partners, all have expressed interest in ensuring that any alignment discussions guarantee the integrity of the endowment (that the disbursement continue to focus support on service and volunteerism in Michigan), maintain the voice of the affiliates in the decision making processes, MNA maintain its wellestablished brand, and that the innovative nature ofCMA not be lost. How will all the partners and affiliate organizations (MCC and VCM) be involved in the discussions? The boards of CMA and MNA agreed to convene an ad hoc group to review the recommendations ofstaff concerning the continued alignment of CMA and MNA and make a recommendation to the Boards as to whether and how to move forward on those recommendations. The ad hoc group will be made of trustees of MNA and CMA in addition to representatives from MCSC, VCM, MCC and atlarge members. This group will come co a consensus recommendation and it will be the charge of the two boards (CMA and MNA) to take up and either accept or decline that recommendation. What happens to the CMA endowment in a realigned or merged entity? The models proposed in the staffdraft recommendation provide for the leadership of the founding organizations to continue their stewardship role concerning the proceeds of the CMA Endowment. In addition, staffrecommendations leave the unique and effective relationship wich the Capital Region Community Foundation in tact. Deepening the analysis of these questions will be key to determining the next steps in a process of diaJogue. In the following section, staff have developed a framework for potentiaJ future discussions and organization and mission alignment between MNA and CMA. 9 �II. Supplemental Materials - Creation of CMA an d MNA This discussion is a continuation of a conversation that began in late 1998 that involved the leadership of the Michigan Community Service Commission and the Michigan Nonprofit Association coming together to imagine ways to permanently support the infrastructure for service and volunteerism in Michigan. At the time MNA served as the host organization for the Michigan Campus Compact and the Volunteer Centers of Michigan as part of its mission to enhance the nonprofit sector and support philanthropy and volunteerism. The Michigan Community Service Commission was primarily concerned with ensuring a statewide sustained and consistent leadership and support mechanism for national and cornmunity·service. Together, all these organizations came together in a comprehensive dialogue that eventuaJJy lead to the creation of a new partnership-the ConnectMichigan Alliance-with the resources of a $20 million endowment. Jn 1999, all the aforementioned organizations launched a comprehensive endowment campaign with the appropriation of a $10 million challenge grant brokered by Governor Engler, the Michigan Legislature and MCSC Chair and First Lady Michelle Engler. The terms of the challenge were to raise a dollar for dollar match from the private sector that would be invested permanently in trust for CMA. The MCSC, as a grant-making entity, was charged by the Legislature to serve as the grantor and administrator of the challenge grant and authorized the transfer of funds to a permanent endowment at the Capital Region Community Foundation as commitments from the private sector were secured. The private sector campaign for the endowment was lead by three co-chairs and a 22member campaign cabinet. In May of2000, the ConnectMichigan Alliance was incorporated with the State of Michigan and the affiliation agreements of the Michigan Campus Compact and Volunteer Centers of Michigan were transferred from the Michigan Nonprofit Association to the newly formed entity-CMA. In December of 2003, the CMA Endowment Campaign raised $10,050,000 in matching funds thereby exceeding the terms of the public challenge grant. This closed the campaign, satisfied the terms of the publicly funded challenge grant, and met the ambitious goal of creating a permanent fund to support service and volunteerism infrastructure in Michigan. Structure of the Conn ectMichigan Alliance The ConnectMichigan Alliance and its construction is, as the name implies the classic definition of an alliance--a merging of efforts and interests. CMA 's overall structure including its board of trustees' membership reflects this co llaborative structure by including equal number of trustee position recommended by each of the founding partner organizations as well as ex-officio positions for the CEO ofMNA and the Executive Director of the MCSC. The senior staff members of the CMA include the leaders of the 10 �affiliate organizations (VCM and MCC) that work with the CMA CEO to focus the work of the organization and its partnerships. When CMA was fonned , the founding board and staff detennined that the organization would ensure that a) resources would be focused on the work of the partners and b) that it would utilize existing administrative resources instead of creating duplicative structures and systems. To that end, CMA contracts with MNA to handle its needs in bookkeeping, human resources, infonnation technology, and other administrative support services. CMA in tum provides financial resources from the endowment to underwrite a portion of those expenses and subleases space for MNA's Lansing office. CMA serves as the host and fiduciary organization for the Michigan Campus Compact and the Volunteer Centers of Michigan. The Michigan Community Service Commission (a state governmental entity) utilizes its relationship with CMA in several ways including contracting with CMA to host several national service programs including two that support the Mentor Michigan initiative and driving its own public policy goals through the Serve Michigan program created and hosted by CMA in partnership with the Michigan Public Policy Initiative ofMNA. Structure of Michigan Nonprofit Association Incorporated in 1990 as the Michigan Nonprofit Forum, MNA was first a think-tank dedicated to discussing issues impacting nonprofits. In 1994, the organization was renamed as the Michigan Nonprofit Association to provide direct advocacy and services to local nonprofit organizations. Today, MNA stands as one of the country's most innovative nonprofit associations with nearly 1,000 members and offices in Lansing and Detroit. Also in 1994, the Michigan Nonprofit Association and the Michigan Campus Compact fonned a partnership whereby the MNA serve as the fiduciary for MCC. ln a similar effort in collaboration a year later, the Volunteer Centers ofMichigan engaged in a similar partnership. Both MCC and VCM agreed to affiliate with MNA and grew and expanded their progranuning and services to their members as a result. Challenge Both CMA and MNA are now rapidly growing organizations with important missions to serve the same sector- nonprofits and the communities in Michigan. The organizations work collaboratively, yet this relationship relies largely on the leadership rather than any governance or organizational structure. At the same time, CMA has been working to find its niche in the sector without duplicating programs, services and resources already available to the sector including training, technical assistance, public policy, advocacy and research. The services, along the administrative support already mentioned above, are provided through the partnership with MNA. In addition, each organization has created a management structure that includes a CEO to administer very similar operations. The challenge before both organizations is to detennine how they continue to grow in a collaborative fashion without creating duplication and competition while maximizing resources and preserving the uniqueness of the organizational relationships .. II �O pportunity The management of both the CMA and MNA believe that the timing is ripe for the two organizations to discuss bringing their missions and operations in even closer alignment. Both CMA and MNA are strong organizations with important missions, good governance structures, quality programs, and solid financials. Because these organizations come to this discussion from positions of strength - making for a healthy climate - this realignment dialogue can be about bringing similar missions together for the greater good. Benefits A merger could result in: • increase effectiveness by eliminating duplicative management structures, • enhanced efficiencies through further integration of the current programs and partners • redeployment of newly realized assets into new areas previously not possible due to limited resources, and • more assured sustainability for the work of both organizations by combining the reputation, brand and services ofMNA with the innovative partnerships and endowment resources of CMA. Risks As with any merger, a certain amount of risk is involved. However, the integrity of a $20 million endowment, assurance of the continued growth of affiliates and partners and their programs, and the recognized quality of a statewide association must all be protected throughout this discussion and any subsequent reorganization. On the other hand, should both organizations continue on their current paths, there will likely be the concern of preserving the unique partnership, an increased risk of duplication, competition for market share, and under utilization of precious resources. 12 �Structure/Governance Options (see Appendix A for detailed summary) There are three possible models that could be considered to begin the discussions. Each is laid out in detail below. Option A- Full Merger This scenario brings the two organizations together into one by one of the administrative and governance structures dissolving into the other with the assets, affi liations and programs transferring accordingly. Option B - Support Organization This scenario changes one of the organizations into a fully-owned support organization of the other. This still involves dissolving the 501 (c )(3) status of one of the organizations but also provides for the protection of the assets of the dissolved organization through an advisory board. Option C - Hybrid Model This scenario could leave open the opportunity to create one 50 1 (c)(3) organization from two entities and share governance through an expanded board of trustees and/or the creation of an advisory board with increased yet still limited authority. Each of these scenarios have their pros and cons and offer a different insight into how these two organizations might more effectively align themselves. Leadership/Staffmg Options Both CMA and MNA have senior leadership within their organizations (i.e. President and CEO positions). A traditional merger model would suggest that one of the CEO's would assume the leadership roles of the combined organizations, however, the unique scenarios offered in the previous section leave open the opportunity of addi tional options. Below are three options for consideration that each has their own unique opportunjties and challenges. Option A - Traditional This option retains one CEO from either the sustruning or merging organization and determines other role(s) for the remaining CEO in one of two ways: 1. The remainjng CEO is either provided new opportunities within the new organization (i.e. Chief Operating Officer, or Senior Vice President for Program and Administration, Senior Advisor to the CEO, etc.), or 2. The remaining CEO is given an "incentive package" to depart the organization. 13 �( Option B- Interim CEO I Search This option leaves open the opportunity for the new board of directors of the sustaining organization to appoint an interim CEO while the new organization's board conducts a search for a permanent CEO. Both of the current CEO's could be candidates for ei ther the interim position as well as the permanent position. Option C - Hybrid This option combines all the aforementioned components and creates a dialogue for any transition issues that either CEO would like considered. Options could include one of the CEO's stepping down, but remaining as a consultant while the other serves as the permanent CEO or serves as interim whi le a search is conducted. Process Recommendation It is clear that many possibilities exist and that focused, deliberate and thoughtful consideration needs to be given to the opportunities. For this reason, senior staff members of MNA and CMA recommend that the boards of the two partner organizations engage in a conversation to investigate the interest, possibilities and risks and benefits of a merger utilizing a deliberative process (see " Proposed Process" below). 14 �ProposedProcess Step Action Informal discussions I 2 3 4 5 6 7 8 9 Participants Key board, staff and donors Outcomes/Actions Timing Seek advice, gauge Summer, support or resistance 2006 before proceeding CMAandMNA Propose creation of Formal preliminary Fall,2006 discussions Trustees, CMA ad hoc work group to Affiliates facilitate discussions between the boards on the possibility of a merger Research Options Ad Hoc Work Staff and work group Fall, 2006Group, staff, investigate options Winter 2007 outside based on guiding principles, resources, consultants structures, and opj)ortunities Leadership Discussions Exec. Committees Board leadership and Fall, 2006and CEOs of senior staff explore Winter, 2007 CMAandMNA leadership-staffing options for consideration by Ad Hoc Committee CMAandMNA Recommendations of Winter, 2007 Recommendations Trustees ad hoc work groups presented to full MNAand CMA Board ofTrustees Formal Actions CMAandMNA MNAandCMA Spring,2007 Trustees Trustees act to accept or decline proposed actions Proceed or end process depending on recommendations and Board(s) actions Develop Restructure Plan CMAandMNA MNAandCMA Spring,2007 Trustees and Trustees empower Senior Staff staff to develop a fully detailed restructuring plan based on Ad Hoc Committee recommendations Restructuring CMAandMNA Implement Spring/ Trustees and Staff governance structure Summer and affiliation 2007 agreement changes aJong with staffing redesign Finalizing of Merger CMAandMNA Implement admin., Summer Trustees and Staff fiscal , and persormel 2007 changes. 15 �Ill. Appendix A- Detailed summary of merger construct options examines five critical areas: mission, governance legal status, assets and affiliations, and staffing. i\lission Governance Legal tatu Affiliations/ Assets Huma n Resource A-FuU Merger Involved organizations determine if their missions are in alignment to warrant merger. B - Support Organization Organizations explore alignment, but does not require the dissolution or overhaul of either organization's missions The trustees of the sustaining partner assume total governance responsibility of the merging organization, dissolving that organization's board of trustee structure. Trustees of sustaining organization assume ultimate governance responsibility of both organizations while an advisory of the merging organization provides input and advice. The dissolving organization ends its legal status (including IRS nonprofit designation) and transfers that responsibility to the sustaining organization. The merging organization ends its IRS nonprofit designation and transfers that responsibility to the sustaining organization, however retains independent legal viability for the protection of assets . Similar to Option A, however merging organization maintains it own assets and affiliations. Financial, intellectual, and affiliation properties are transferred from the merging organization to the sustaining organization. Personnel of both organizations are conjoined to align with new sustaining organization design Both organizations can either bring staffing together or maintain separate structures depending on need and practicality. 16 C - Hybrid Model Discussions on the exploration of missions are in line, however makes clear that a new and larger mission can open an opportunity for a new structure. Two organizations create a new organization with the board of trustees comprised of their members. A new nonprofit legal entity is formed including a new 50l(c)(3) organization. Properties that align with the new mission are transferred to the new organization while working in partnership with the two forming organizations. Personnel recruited to staff organization with leadership staff from either or both of the forming organizations. �Appendix B-Organization(s) Descriptions Connectl\rlichigan Alliance Mission The mission of the ConnectMichigan Alliance is to promote and strengthen a life-long ethic of service and civic engagement through the support of community building initiatives. Function Building service and volunteering through organizations where we live, work and learn. Size, Programs and Partners CMA is a statewide alliance of the Michigan Community Service Commission, Michigan Nonprofit Association, Michigan Campus Compact, and Volunteer Centers of Michigan focused on building service and volunteering through organizations where we live, work and learn. CMA has two affiliates in the Michigan Campus Compact and the Volunteer Centers of Michigan. CMA also hosts several programs including Serve Michigan-a public policy initiative, Mentor Michigan AmeriCorps and VISTA, Michigan's Promise, and Michigan League. The organization's $3 million budget is comprised of both public and private support including the proceeds of a $20 million endowment. Michigan Nonprofit Association Mission The Michigan Nonprofit Association enhances the effectiveness of the Michigan nonprofit sector in serving society. Vision The Michigan Nonprofit Association will be the premier organization advancing the nonprofit sector in Michigan. Size, Programs and Partners MNA is the collective voice ofMichigan's nonprofit organizations. MNA serves as a statewide network for the sector providing its members with training, membership services, advocacy, and research on the sector. Serving nearly I ,000 members, MNA 's $2 million budget and expert staff provides valuable services statewide through its offices in Lansing and Detroit. 17 �Michigan Campus Compact (Affiliate of CMA) Mission Michigan Campus Compact promotes the education and commitment of Michigan college students to be civically engaged citizens, through creating and expanding academic, co-curricular and campus-wide opportunities for community service, service-learning and civic engagement. MCC is a growing coalition of now 40 colleges and universities committed to the promotion of community service, service-learning, and civic engagement. Key Programs Student Service Leadership Camp Annual fall weekend retreat for campus student leaders for service Colloquium Series 1-2 day workshops for campus faculty and staff related to pressing constituent needs and national "hot topic" issues Institute on Service-Learning Annual conference for service-learning practitioners in K-12 and Higher Education Carter Partnership Awards Biennial recognition of campus-community partnerships in honor of Jimmy and Rosalynn Carter Other Programs Day at the State Capitol, National Teleconference, Blue Ribbon Panels on the Civic Good of Higher Education, Communj ty-Campus Partnership Summit, and more MCC programs 18 �Volunteer Centers of Michigan (Affiliate of CMA) Mission VCM strengthens Michigan's existing 29 volunteer centers, provides leadership in developing new centers, and promotes and strengthens volunteerism statewide. VCM's primary purpose is to support local Volunteer Centers in their efforts to mobilize people and resources to deliver creative solutions to community problems. Michigan ranks one of the highest in the nation for number of centers and is, the only in the nation to be staffed by full-time staff and supported through a statewide endowment. Key Programs • VCM programs and services include member communications, workshops and seminars, local consultations, quarterly meetings, an annual retreat, grant making, a resource library, dissemination and promotion ofbest practices, advocacy, and public education initiatives. Volunteer Investment Grants Working in partnership with the Michigan Community Service Commission, VCM subgrants state funds to promote and strengthen the capacity of volunteer centers throughout Michigan in the areas ofleadership development training, technology integration, community impact research and evaluation, and mini-grants to fund demonstration programs and innovative solutions. VCMVISTA Strengthening Communities AmeriCorps*VISTA Initiative in Michigan. This Initiative is sponsored nationally by the Points of Light Foundation/Volunteer Center National Network. Michigan Volunteer Centers will host more than 20 AmeriCorps*VISTA members, with the goal of: • Increasing levels of volunteer engagement throughout Michigan in the following five areas: o Empowering Faith-Based and Grassroots Organizations, o Asset Development and Wealth Creation, o Strengthening Families, o Homeland Security: Emergency and Disaster. o Youth at Risk • Increasing the capacity of local organizations to provide quality volunteer opportunities in these four areas. • Increasing financial independence of individuals and families in low-income communities. • Increasing the long-term sustainability of Volunteer Center programs developed in these focus areas. ( 19 �Michigan Community Service Commission (CMA Partner Organization) Mission The Michigan Community Service Commission (MCSC) builds a culture of service by providing vision and resources to strengthen communities through volunteerism. Since its founding in 1991, the MCSC has granted more than $41 million in public and private funds to community organizations enabling them to engage thousands of Michigan citizens in volunteer service. This support has leveraged more than $34 million in local resources to further support these community volunteer initiatives. Programs The MCSC hosts Mentor Michigan, led by Governor Jennifer Granholm and First Gentleman Dan Mulhern, is working to ensure that all of our youth have ongoing relationships with stable, caring individuals. Together with mentoring programs throughout the state, it is working to support and enhance mentoring throughout the state. The MCSC provides leadership and state and federal resources to local nonprofits to promote service including: AmeriCorps- AmeriCorps is a National Service program designed to strengthen communities by involving people in service to help meet local challenges. Learn and Serve- Learn and Serve funds the development and implementation of high-quality service-learning programs. Volunteer Investment Grants- Michigan's VJG are available to community-based volunteer/nonprofit agency partnerships that designate and support an agency to function as a community volunteer resource center. Governors Service Awards- The Governor's Service Awards honor volunteer heroes from all across the state for their service to Michigan communities. 20 �Appendix C-Board of Trustees, ConnectMichigan Alliance and Michigan Nonprofit Association Robert Collier, President Council of Michigan Foundations Michigan Nonprofit Association Suzanne Greenberg, President and CEO CAN Council Saginaw Cou nty C h air: Karla Hall, Secretary and Director DTE Energy Foundation Suzanne Heath, Executive Director Catholic Youth Organization Chair E lect: Ouida Cash, CEO Starfish Family Services, Inc. Barbara Orr Hill, President and CEO Michigan Women's Foundation Secretary: Sr. Monica Kostielney, President and CEO Michigan Catholic Conference Justin King, Executive Director Michigan Association of School Boards Barbara Kratchman, President Artserve Michigan Treasurer: Elyse Rogers, President and CEO Midland Area Conununity Foundation William Liebold, 11 , President Michigan Colleges Foundation Immediate Past C h air: David Sea man , Executive Vice President Michigan Health & Hospital Association Jane Marshall, Executive Director Food Bank Council of Michigan Chair Emeritus: Russell Mawby, Chairman Emeritus W . K . Kellogg Foundation Ann Marston, President & CEO Michigan League for Human Services William Mayes, Executive Direc tor Michigan Association of School Administrators !braham Ahmed, Executive Director Z.l.A.D. Healthcare for the Underserved Deborah Mikula, Executive Director Michigan Association of Community Arts Agencies N. Charles Anderson, President/CEO Detroit Urban League Judy Moore, Executive Vice President Kalamazoo Regional Chamber of Conunerce Thomas Bailey, Executive Director Little Traverse Conservancy David Price, Executive Director MARO Employment and Training Association Edward 0 . Blews, Jr., President Association of Independent Colleges & Universities of Michigan Anne Rosewarne, President Michigan Health Council Carolyn Bloodworth, Secretary/Treasurer Consumers Energy Foundation Gerald Smith, President & CEO Detroit Youth Foundation Michael Boulus, Execuuve Director Presidents Council State Universities of Ml Carole Touchinski, President and CEO Strategic Solutions Delois Caldwell, Presidem & CEO Goodwill Industries of Grea ter Detroit Dale Weighill, Presidem and CEO Fhnt Resource Center Sheilah Pamce C lay, President and CEO Neighborhood Service Organization Doreen Woodward, Executive Dzrector Michigan Community Action Agency Assoc1ation Cheryl Coleman, Execuuve Director Northeast G u1dance Center 21 �Connectl\licltigan Alliance Rob Collier President Council of Michigan Foundations Chair Anne Rosewarne President Michigan Health Council Thomas Dolan Director of Curnculum Romulus Public Schools Immediate Past Chair Terry Pruitt Assistant Superintendent ofBusiness Services Pontiac Public Schools Dr. David Eisler President Ferris State University Denise Hubbard Executive Director Volunteer Connections of Montcalm County Vice-Chair Carolyn Bloodworth Secretaryirreasurer Consumers Energy Foundation Diana Jones Vice President ofCommumty Affairs Blue Cross Blue Shield of Michigan Secretaryffreasurer Dr. Jacqueline Taylor Vice President ofDevelopment Davenport University Vivian Rogers Pickard Director, Corporate Relauons General Motors Corpo rauon Dr. Edward 0 . Blews, Jr. President Association of Independent Colleges & Untverstues of Michigan Kathryn Rossow Executive Director Volunteer Center of Southwest Michigan Martha Bottomley Director Volunteer Muskegon! Dr. Donald Tuski President Olivet College Michael J. Brennan President & CEO United Way for Southeastern Michigan Sandra Ulsh President Ford Motor Company Fund 22 �D - Affiliate and Partner Boards (MCC, VCM, MCSC) Michigan Campus Compact Chair Peter Mitchell President Albion College Past Chair Dr. Juan Olivarez President, Grand Rapids Communit y College Harry Knopke President Aquinas College Vice-Chair Niels-Erik Andreasen President Andrews University President Lansing Community College Don Tuski President Olivet Coll ege Karen McKnight Casey Director, Center for ServiceJeff Howard Learning & Civic Associate Director of the Ginsberg Center Engagem ent Un iversity of Michigan Michigan State University Jackie Taylor Vice President of Diversity & Ernie No lan Cultural Affairs Provost Davenport University Madonna University Casey Brant Student Schoo lcraft Coll ege Jason Thomas Student Eastern Michigan University 23 �Volunteer Centers of Michigan Allegan County Uruted Way & Volunteer Center Georgina Rozeboom-D oster, Director ...... United Way of Isabella County Amy Town, Community lrnpact Coordinator Jackson Nonprofit Suppo rt Center Erin Skelly-Smith, Executive Director A lpena Volunteer Center-Alpe na Community College K athl een R. Bruski, Program Coordinator Volunteer Center of Greater Kalamazoo Judy Huth, Executive Director Volunteer Center ofNorthwest Michigan Susan McQuaid, Director of Volunteer Partnerships Heart of West MI United Way Volunteer Center Jane Royer, Community Service Director Volunteer Center of Barry County Bonnie Hogoboom, Director United Way of Lapeer County Michelle Steiner, United Way Director Volunteer Resource Center of Bay County Cindy Miller, Director Volunteer Center of Southwest Michigan D oris Hi ggins, Executive Director Lenawee United Way and Volunteer Center Kathleen Schanz, United Way Director The George W. R omney Volunteer Center Patricia McCann United Way Community Services Albion Volunteer Service Organization Canduace Cloy, Director United Way of Midland County Volunteer Center Cynthia Chilcote, Director Volunteer Center of Battle Creek James Pearl, Director Volunteer Connections of Montcalm County Denise Hubbard, Coordinator United Way Volunteer Center of Chippewa County Kristina Beamish, Director Volunteer Muskegon! Martha Bottomley, Director United Way & Volunteer Center of Clare County Mona Keeley, Program Director Newaygo County Community Service Robin Paulus, Volunteer Resource Center Director Capital Area United Way Volunteer Center Suzanne Eman-Jaehillg, Seruor Associate Director for Volunteer Services and Community Initiatives Capital Area United Way Volunteer Center Volunteer Center of Otsego County Susan Smethurst, Director Greater Ottawa County United Way & Volunteer Center Paulina Lawton, Volunteer Center Coordinator Volunteer Center of Dickinson & lron Counties Todd Essendrup, Volunteer Services Director R esource Center Dale Weighi l, President & CEO Volunteer Services-U nited W ay of Saginaw County Marsha Cooley, Volunteer Services Coordi nator Hillsdale County United W ay & Volunteers In Action Kelly LoPresto Community Resource Center Chris Kanta, Director 2-t �Michigan Community Service Commission Ms. Wendy Acho LaSalle Bank Midwest Dr. Jerry L. Seese Saginaw Township Community Schools Ms. Elizabeth Bunn International Union UA W Ms. Marsha Smith Rotary Charities ofTraverse City Ms. Melonie Colaianne MASCO Corporation Foundation Mr. Joseph Sowmick Saginaw Chippewa Indian Tribe of Michigan Mr. Robert Collier Council of Michigan Foundations Ms. Laurie Stupak Stupak For Congress Committee Mr. J imrnie Comer Comer Holdings Mr. Alphonso Swain Capital Area Center for Independent Living Ms. Pamela Faris Office of the Lt. Governor Mr. Michael Thomas Saginaw County Prosecuting Attorney Ms. Christine Kwak W. K. Kellogg Foundatjon Mr. Shaun VanHorn Student, Michjgan State University Ms. Brenda Lawrence Mayor, City of Southfield Dr. Russell Mawby W.K. Kellogg Foundation VACANT Michigan Department of Education Superintendent's Office Daniel Granholm Mulhern Office of the First Gentleman Mr. Kenneth Whipple CMS Energy Corporation Ms. Donna Niester Acheson Ventures Mr. Larry Williamson Comcast Cable Ms. Kari Pardoe NBA Pistons & WNBA Detroit Shock Ms. Eileen Wilson-Oyelaran Kalamazoo College Mr. Bernard Parker Wayne County Commissioner Ms. Kathy Young-Welch CDL Trainjng School 25 � 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_MR_2006-11-21_Strategic-Alliance-Committee-Meeting-Agenda_2 Title A name given to the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2006-11-21 strategic alliance committee meeting agenda 2 Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2006-11-21 strategic alliance committee meeting agenda 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 (MCSC) 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 2006-11-21 https://digitalcollections.library.gvsu.edu/files/original/4ee8163eb2b1fcbed3385a405e10f9b3.pdf 1dd90c76da92433c045df9396754af61 PDF Text Text ConnectMichigan Alliance Board of Trustees Memo Anne Rosewarne Chair To: MNA/CMA Strategic Alliance Committee Edward 0 . Blews, Jr.; Jenee Velasquez; Ottida Cash; Barbara Kratchman; David Eisler; Jacqueline D. Taylor; Paula Kaiser VanDam; Janet Lawson; Russ Mawby; Kathy Rossow; Martha Bottomley; Mike Brown; David Egner; Kathy Agard From: Anne Rosewame, Chair ConnectMichigan Alliance Board of Trustees Karla Hall, Chair, Michigan Nonprofit Association Kyle Caldwell, President and CEO, ConnectMichigan Alliance Sam Singh, President and CEO, Michigan Nonprofit Association Date: November 21 , 2006 Re: Agenda for November 29th meeting Carolyn Bloodworth Vice-Chair Dr. Jacqueline D. Taylor Secreta(Y/Treasurer Terry Pruitt Immediate Past Chair Dr. Edward 0 . Blews, Jr. Martha Bottomley Michael Brennan Rob Collier Thomas Dolan Dr. David Eisler Denise Hubbard Diana Jones Theresa Nelson Vivian Rogers Pickard athryn Rossow Jr. Donald Tuski Sandra Ulsh Kyle Caldwell President and CEO Thank you for agreeing to serve on the Strategic Alliance Committee for the Michigan Nonprofit Association and the ConnectMichigan Alliance. We are delighted that you are working with us to help guide our discussions regarding the continued alignment of our respective organizations. Your work is critical to our organizations' future efforts and our support of Michigan communities. The charge of the committee is to provide recommendations as to whether and how our two organizations should be more closely aligned up to and including a merger. Our hope is that the committee will engage in a deep examination of the proposed alignment, investigate the possible advantages and challenges proposed, provide any questions we have not considered, and make a recommendation as to whether and how the two organizations and their partners should move forward. The Committee's recommendation(s) will be forwarded to the Boards ofTrustees ofCMA and MNA for consideration at their December 5th and 12th meetings respectively. The Committee's first meeting is scheduled for November 29th at our Lansing offices. Attached you will find an agenda and a detailed planning document to guide our discuss ions. An additional follow up meeting is scheduled via conference call on December I51 should the committee need more time. Thank you again for taking the time to participate in this very important dialogue. We look forward to the results of your work. Building service and vofuttteeritrg through organh,ations where we live, work attd learn. 1o.t8 Pierpont, Suite 3 • Lans ing, Ml48911 • Phone 51 7/492-2440 • Fax 517/492-24+4 Web Site http://www.connectmichiganal1iance.org �ConnectMichigan Alliance Board of T rustees Michigan Nonprofit Association I ConnectMichigan Alliance Strategic AUiance Committee Meeting Anne Rosewame Chair November 29, 2006 ConnectM icbigan Alliance Conference Room Lansing, Michigan Carolyn Bloodworth Vice-Chair Dr. Jacqueline D. Taylor Secretary/Treasurer Agenda Terry Pruitt Immediate Past Chair I. Welcome Ouida Cash, MNA Anne Rosewame, CMA Dr. Edward 0. Blews, Jr. Martha Bottomley Michael Brennan Rob CoUier Thomas Dolan Dr. David Eisler Denise Hubbard Diana Jones Theresa Nelson Vivian Rogers Pickard athryn Rossow ur. Donald Tuski Sandra Ulsb II. Review of Charge Ouida Cash, MNA Anne Rosewame, CMA LII. Overview of Case Statement Kyle Caldwell President and CEO Kyle Caldwell, CMA Sam Singj}MNA IV. Discussion and Frequently Asked Questions V. Areas of Consensus I Further Clarity VI. Next Steps Ouida Cash, MNA Anne Rosewame, CMA Building service and volunteering through organizations where we live, work and learn. I048 Pierpont, Suite 3 o Lansing, Ml 48911 o Phone 517/492-2440 o Fax 517/492-2444 Web Site http://www.connectmichiganalliance.org �Strategic Alliance Committee ConnectMichigan Alliance I Michigan Nonprofit Association Charge The boards of the ConnectMichigan Alliance (CMA) and Michigan Nonprofit Association (MNA) ask that a committee engage in a conversation to investigate the interest, possibilities and risks of continued alignment of the two organizations utilizing a deliberative process. The Committee will make recommendations to the boards of both organizations as to whether and how CMA and MNA and their respective partners should move forward in closer alignment up and including a merger. �ConnectMichigan Alliance Board ofTrustees ConnectMichigan AJJiance Anne Rosewarne Chair Michigan Nonprofit Association Carolyn Bloodworth Vice-Chair Dr. Jacqueline D. Taylo1 Secreta~!Treasurer Terry Pruitt Immediate Past Chair Dr. Edward 0 . Slews, J1 Martha Bottomley Michael Brennan Rob Collier Thomas Dolan Dr. David Eisler Denise Hubbard Diana Jones Theresa Nelson Vivian Rogers Pickard athryn Rossow vr. Donald Tuski Sandra Ulsh Kyle Caldwell President and CEO Dialogue Working G r oup I Participant O rga nization \nne Rosewarne Michigan HeaJth Council Edward 0. Blews, Jr. Assoc. of Independent Colleges and Universities of Michigan Jenee Velasquez Herbert H. and Grace A. Dow Foundation f't>uida Cash Starfish Family Services -sarbara Kratchman ArtServe Michigan David Eisler Ferris State University Davenport University 'Jacqueline D. Taylor ..PI(uJa Kaiser VanDam Michigan Community Service Commission 1l ~etLawson Ford Volunteer Corps 'IJ(uss Mawby ~thy Rossow (ret.) W.K. Kellogg Foundation Volunteer Center of Southeastern Michigan Volunteer Muskegon! Capital Area United Way Hudson Webber Foundation Dorothy A. Johnson Center on Philanthropy GVSU !..Martha Bottomley l,.,Mik.e Brown David Egner Kathy Agard Affiliation CMA CMA Geogra obv Statewide StatewidP CMA Mid Michigan MNA Southeast Michigan Statewide Northern Michigar Statewide Statewide MNA MCC MCC MCSC, CMA ExOfficio Board Member MCSC MCSC VCM Statewide/Southeast Michigan West Michigan Southwest Michigan VCM At Large At Large West Michigan Mid Michigan Soutbeact Mirhivan At Large West Michigan Building service and volunteering through organizations where we live, work and learn. I 048 Pierpont Suite 3 • Lansing, Ml 48911 • Phone 5 17/492-2440 • Fax 5 17/492-2444 Web Site hnpJ/www.connectmichiganaJiiance.org - I �ConnectMichigan Alliance Michigan Nonprofit Association Stronger Together A C ase for Clo cr Alignment (This document is a draft discussion primer for intemal use only and not intended for public di semination.) �I. Case Statement "There are no problems we cannot solve together, and very few that we can solve by ourselves." -- President Lyndon Baines Johnson Proposal Senior management of the Michigan Nonprofit Association (MNA) and the ConnectMichigan Alliance (CMA) recommend an investigative dialogue toward determining the possible development of closer mission alignment, increased efficiency and assured sustainability through a merger of the two organizations. Volunteers are vital to building enduring solutions to community chal lenges. Nonprofits are a vital organizational structure for volunteers to channel their passions to serve. Each needs the other to be effective and sustainable to address our most challenging community issues. Nonprofits need volunteers to govern their organizations, guide their missions, develop their resources, and provide direct services to their constituencies. Volunteers need nonprofit organizations to effectively channel their passions and resources to affect meaningful progress and change in their communities. Volunteers and nonprofits must act as symbiotic forces in the cause of community problem solving that enriches the living experience in Michigan. The ConnectMichigan Alliance (CMA) represents the volunteer infrastructure and the Michigan Nonprofit Association (MNA) represents the support structure for the nonprofit sector. While these organizations now collaborate, they are not interwoven to build a truly stronger symbiotic structure for philanthropy in Michigan. Michigan has an opportunity to bring these two strong forces for its nonprofit and volunteer sectors more closely together into an even more powerful, effective and innovative force. MNA and CMA and its partners the Michigan Community Service Commission (MCSC), Michigan Campus Compact (MCC), and Volunteer Centers ofMichigan (VCM), provide the infrastructure to support to the volunteers who serve the missions of the state's nonprofits. These organizations work collaboratively because of their shared missions and goals and their inclusion in the governance structure ofCMA with board members appointed by each of the partners and affiliates (see Appendix B). MNA is focused on increasing the effectiveness of the nonprofit sector. CMA, and its affiliates and partners make up a multi-sector alliance that is concerned with promoting a life-long ethic of service and volunteerism. CMA is able to support these partners through the leverage resources of a $20 million endowment and the strong affiliation relationship with two of the state's leading volunteer and civic engagement organizations. Together, CMA and MNA pro vide a wide rage of programs and services to Michigan nonprofits and the volunteers who serve in our communities. Still, even as all these organizations are cooperating, co-housed in the same physical space, cooperate on programming, s hare staffing and board members, contract services 3 �from each other, and interrelate on a multitude of levels, they (MNA and CMA) remain largely separate entities each focusing on capacity building, public policy, research and evaluation, marketing and member services for their different constituencies. Combining the deep portfolio of programs, quality products and services offered by MNA with the commuruty networks, public/private partnerships, and endowed resources of CMA, Michigan could better align its resources to work toward ensuring that every community is served by a vibrant nonprofit sector with a steady stream of engaged volunteers. These factors and more, make for ferti le ground for a thoughtful dialogue regarding the possible increased alignment of the ConnectMichigan Alliance and the Michigan Nonprofit Association. S taff of aU the organizations request that a working group of the CMA pa rtners and affiliates and others take up this process and provide the boards of CMA and MNA reco mmendations on if, and how these organizations may move fon vard in discussions on continued align ment. "You don ' t just luck into things as much as you'd like to think yo u do. You build step by step, wheth er it's fri endships or opportunities." -Former First Lady, Barbara Bush Opportunities There are four primary opportunities before these two organizations during the discussions of alignment: amplification and congruency of missions, modeling best practice, increased stability and sustainability, maximization of resources. Maximizing the congmency ofmissions for greater reach and impact Both MNA and CMA identify volunteering and philanthropy as core elements to their m issions. MNA is focused on developing a more effective nonprofit sector. On the other hand, CMA targets the expansion, and universal expectation of service and civic engagement. The Michigan nonprofit sector exists in large part, due to the efforts and effectiveness of volunteers. On the other hand, the volunteer infrastructure supported through CMA exists to serve communities through the state's nonprofit sector. One without the other cannot effectively function to strengthen our communities. Yet, today these organizations, while collaborating in many ways, still operate and function quite separately. MNA provides training. products, advocacy and other services to many of the same organizations CMA targets for its services. CMA provides resources, programming and even advocacy services (through MNA) to organizations that recruit, support, and sustain our volunteer force through its partners including the Michigan Community Service Commission, Michigan Campus Compact and the Volunteer Centers o f Michigan. The leadership ofCMA and MNA set different, yet parallel directions for their organizat ional 4 �goals and resource development; all the while their constituents (nonprofits and the volunteers who serve their causes) tap each or both for their needs. The possibility of closer alignment opens the opportunity for a true ·'mega-mission" that can simultaneously leverage talent, programming and resources to support more effective nonprofits and higher quality support for the volunteers they leverage to achieve their missions. A more comprehensive model for state and local support CMA is the product of a desire for partnership of the state's premiere service and volunteer organizations to build a comprehensive and expansive model for infrastructure support. [n other words, many came together to make the work of promoting and supporting volunteers more permanent and at a greater scale. MNA was formed to give the sector an effective voice and lead the sector's efforts toward maximum effectiveness and efficiency. Separately, these organizations can continue to work on their core programs and services, but is it the most effective practice? Looking at current trends and the best practices, we would have to conclude that combining services, personnel, backroom functions, and leadership would provide the exemplary organizational model many other communities are striving to achieve. Increased stability and sustainability for the sector Each organization in this discussion brings with it tremendous resources and reputations for performance. Yet each has its challenges that could be addressed through tighter organizational alignment. MNA's current programs and structures are supported through a very successful funding model that includes some earned revenue, fee for service, grants, sponsorships and membership services. In addition, MNA's long history and reputation for results has created the beginnings of an effective brand. CMA is supported through a generous endowment, public and private grants, membership fees, general fund raising and sponsorships. CMA ' s model for collaboration is one of a kind in the nation and is cutting edge in its implementation. Recent restructuring efforts have focused on marketing and research of the volunteer field. Some of their strengths demonstrate the leadership and innovation of these organizations, whjle at the same time highlight their challenges. MNA 's mission of supporting volunteerism is currently limited while its funding structure relies heavily on fund development through grants and sponsorships. CMA, while innovative, is largely an unknown quantity outside of its partners and has little brand recognition. The organization has recently developed a strong research partnership, but lacks a marketing program and strategy. In addition, its training and teclmical assistance as well as advocacy work is either limited or largely borrowed from MNA. The advantages of increased programs, services, band recognition, and resources could help to sustain the work of both organizations. 5 �More effective use ofresourcesfor growth and expansion Greater alignment of these organizations also creates the opportunity of conversation about how each could conserve on duplicative resources that may be used for possibilities that neither thought possible on their own. Through a thorough and exhaustive examination ofthe organizations' goals, resources and administrative/management procedures, each organization will be able to re-examine how resources are allocated. In tum, each could create efficiencies that would provide for discussion of new opportunities including: • • • • • Developing more effective housing structure that might produce rather than drain revenues; Creating nonprofit business models that leverage shared services to the nonprofit sector; Marketing the nonprofit sector's work through a more unified mission (nonprofits and the volunteers who serve their missions); Brokering cutting-edge research that examines the nonprofit sector and volunteerism in new and unique ways to help the two elements (nonprofits and their volunteers) better relate; Increasing the influence and leadership potential of the public policy efforts of the sector. " I am where I am because I believe in all possibilities." - Actor. Whoopie Goldberg Specific Examples of Integration An alignment of the two organizations brings forth the possibility for both expanding of existing programs and services as well as the creation of new initiatives in the following areas: • • • • • Capacity Building Public Policy Civic Engagement Research and Evaluation Marketing and Communications Deepened Capacity Building One of the most compelling opportunities of bringing together MNA (nonprofit support for Michigan) and CMA (volunteer support for Michigan) is the increased capacity potential for local communities. 6 �Training and Technical Assistance-- MNA and CMA can combine their strategies for providing ''universal access/coverage" for every Michigan community. This could include utilizing the current Management Service Organization (MSO) network, NPower partnership and other MNA assets, combined with CMA 's grassroots network of volunteer centers and campus compact member institutions to offer local best practices and signature trainings to meet the needs of local nonprofits and their volunteers. Unified Voice on Public Policy Both MNA and CMA have developed strong and respected advocacy and public policy arms to their organizations. MNA with their Michigan Public Policy initiative and CMA with their Serve Michigan program have advanced and promoted the needs and interests of the nonprofit sector and volunteer infrastructure respectively. A combined organizational structure allows for the leveraging of the political and grassroots structures, long-recognized events, contacts, and products to make an even stronger and unified public policy voice. Expanding the Range of Civic Engagement Programming The lens of civic engagement is often limited to either voting or volunteering and rarely is a meaningful connection ever effectively forged to help communities sustain that connection. Both organizations are working on various civic engagement initiatives separately. MNA leads voter engagement drives to increase the awareness and scope of the nonprofit sector. CMA has focused on youth engagement and the volunteer infrastructure as key elements for civic engagement. Combined, MNA and CMA can begin to focus on a continuum of civic engagement that brings together the nonprofit sector and one of their most valuable assets- their volunteers of today and tomorrow. integrated and Expanded Research and Evaluation MNA has established itself as one of the lead developers and promoters of research and knowledge on the impact of Michigan 's nonprofit sector on communities and the state's economy. The Michigan Nonprofit Research Program and the Research and Nonprofit Committee provide the support and direction for these and other efforts. MNA also works in partnership with other statewide organizations including CMA, MNA has published information on the inside work of nonprofits, volunteers, and the programs and partners that make up the sector. CMA recently increased its capacity to develop and secure research on the impact of service and volunteering infrastructure in Michigan. Through a realignment of existing resources and the leveraging our alliance partners MCSC, MCC, VCM and MNA , CMA has developed an agenda that will examine the current state of Michigan's volunteer infrastructure, the existing gaps and its impact. Combined, MNA and CMA can examine Michigan from a comprehensive and innovative approach that leverages the broad knowledge base ofMNA with the focus and resources ofCMA. 7 �Expanded Marketing and Communications For both CMA and MNA, marketing and communications are the areas with the greatest growth potential for organizations. MNA has developed an excellent reputation for services to the field, quality products and trainings, and leadership for the sector. CMA is the only organization in the country that brings together such a diverse and effective coalition of volunteer support organizations with a pool of endowed resources to leverage their work. At the same time, the merits and potential of these organizations have been largely undersold. At the same time, both organizations are working to improve their marketing and communications to aggressively "tell their stories·· and expand their work. MNA is examining the marketing and communication needs of the organization and its customers by leveraging its board, leveraging new leadership and utilizing the existing member services (signature trainings, Links newsletter, Nonprofit Superconference, etc.). CMA developed a number of partnerships with for- and non-profit organizations to develop and implement a marketing plan to more effectively communicate the need for volunteer infrastructure. Working together, MNA and CMA can market the broader work ofboth organizations (nonprofit sector and the volunteers who serve them) in more cost effective and deeper ways. These are the major areas where the synergies of a closer alignment can lead to a stronger and more dynamic future for the nonprofit sector in Michigan. Still, some major questions remain including those listed below. "It is better to know some of the questions than aU of the answers." - Author and Humorist, James Thurber. Frequently Asked Questions What are the primary driving forces for beginning a discussion of closer alignment or merger of these two organizations? Both CMA and MNA are strong and vibrant organizations with effective leadership, programming and services. CMA and MNA lead in critical areas vital to Michigan communities- volunteers and the nonprofit sec/or in which they serve. A creative governance structure was developed for CMA to help ensure that the partners can continue to engage in this effective relalionship. However, all of this lt'orks because of the unique relationships beflveen the organizations and the willingness of their leadership to go beyond and work 10 integrate 1he work of all the organi::.ations imo an effective collaboration. Continued alignment provides the opportunity to solidify tlze strong partnership into a unified stntcture. By joining the grassroots memberships, cutting edge and enduring resources ofCMA with the established training, and membership services of MNA, Michigan can build a bold and even more poH·e,:ful single voice 8 �and one-ofa-kind organizational structure. Finally, as with any combining of organizations, there is the opportunity for finding efficiencies through consolidation, streamlining and leveraging ofexpanded ofservices. What are the disadvantages or cautions to be considered? During preliminary conversations with the boards ofCMA and MNA as well as the affiliate partners. all have expressed interest in ensuring that any alignment discussions guarantee the integrity of the endowment (that the disbursement continue to focus support on service and volunteerism in Michigan), maintain the voice ofthe affiliates in the decision making processes, MNA maintain its wellestablished brand, and that the innovative nature of CMA not be lost. How will all the partners and affiliate organizations (MCC and YCM) be involved in the discussions? The boards of CMA and MNA agreed to convene an ad hoc group to review the recommendations ofstaff concerning the continued alignment ofCMA and MNA and make a recommendation to the Boards as to whether and how to move forward on those recommendations. The ad hoc group will be made oftmstees of MNA and CMA in addition to representatives from MCSC, VCM, MCC and atlarge members. This group will come to a consensus recommendation and it will be the charge of the two boards (CMA and MNA} to take up and either accept or decline that recommendation. What happens to the CMA endowment in a realigned or merged entity? The models proposed in the staff draft recommendation provide for the leadership of the founding organizations to continue their stewardship role concerning the proceeds of the CMA Endowment. In addition, staffrecommendations leave the unique and effective relationship with the Capital Region Community Foundation in tact. Deepening the anal ysis of these questions will be key to determining the next steps in a process of dialogue. In the following section, staff have developed a framework for potential future discussions and organization and mission alignment between MNA and CMA. 9 �II. Supplemental Materials Creation of CMA and MNA This discussion is a continuation of a conversation that began in late 1998 that involved the leadership of the Michigan Community Service Commission and the Michigan Nonprofit Association coming together to imagine ways to permanently support the infrastructure for service and volunteerism in Michigan. At the time MNA served as the host organization for the Michigan Campus Compact and the Volunteer Centers of Michigan as part of its mission to enhance the nonprofit sector and support philanthropy and volunteerism. The Michigan Community Service Commission was primarily concerned with ensuring a statewide sustained and consistent leadership and support mechanism for national and community·service. Together, all these organizations came together in a comprehensive dialogue that eventually lead to the creation of a new partnership-the ConnectMichigan Alliance-with the resources of a $20 million endowment. ln 1999, all the aforementioned organizations launched a comprehensive endowment campaign with the appropriation of a $10 million challenge grant brokered by Governor Engler, the Michigan Legislature and MCSC Chair and First Lady Michelle Engler. The terms of the challenge were to raise a dollar for dollar match from the private sector that wouJd be invested permanently in trust for CMA. The MCSC, as a grant-making entity, was charged by the Legislature to serve as the grantor and administrator of the challenge grant and authorized the transfer of funds to a permanent endowment at the Capital Region Community Foundation as commitments from the private sector were secured. The private sector campaign for the endowment was lead by three co-chairs and a 22member campaign cabinet. In May of2000, the ConnectMichigan Alliance was incorporated with the State of Michigan and the affi liation agreements of the Michigan Campus Compact and Volunteer Centers of Michigan were transferred from the Michigan Nonprofit Association to the newly formed entity-CMA. In December of2003, the CMA Endowment Campaign raised $10,050,000 in matching funds thereby exceeding the terms of the public challenge grant. This closed the campaign, satisfied the terms of the publicly funded challenge grant, and met the ambitious goal of creating a permanent fund to support service and volunteerism infrastructure in Michigan. Structure of the ConnectMichigao Alliance The ConnectMichigan Alliance and its construction is, as the name implies the classic definition of an alliance--a merging of efforts and interests. CMA 's overall structure including its board of trustees' membership reflects this collaborative structure by including equal number of trustee position recommended by each of the founding partner organizations as well as ex -officio positions for the CEO of MNA and the Executive Director of the MCSC. The senior staff members of the CMA include the leaders of the 10 �affiliate organizations (VCM and MCC) that work with the CMA CEO to focus the work of the organization and its partnerships. When CMA was formed, the founding board and staff determined that the organization would ensure that a) resources would be focused on the work of the partners and b) that it would utilize existing administrative resources instead of creating duplicative structures and systems. To that end, CMA contracts with MNA to handle its needs in bookkeeping, human resources, information technology, and other administrative support services. CMA in tum provides financial resources from the endowment to underwrite a portion of those expenses and subleases space for MNA's Lansing office. CMA serves as the host and fiduciary organization for the Micrugan Campus Compact and the Volunteer Centers of Michigan. The Micrugan Community Service Commission (a state governmental entity) utilizes its relationsrup with CMA in several ways including contracting with CMA to host several national service programs including two that support the Mentor Michigan initiative and driving its own public policy goals through the Serve Michigan program created and hosted by CMA in partnership with the Michigan Public Policy Initiative of MNA. Structure of Michigan Nonprofit Association Incorporated in 1990 as the Michigan Nonprofit Forum, MNA was first a think-tank dedicated to discussing issues impacting nonprofits. In 1994, the organization was renamed as the Michigan Nonprofit Association to provide direct advocacy and services to local nonprofit organizations. Today, MNA stands as one of the country's most innovative nonprofit associations with nearly I ,000 members and offices in Lansing and Detroit. Also in 1994, the Micrugan Nonprofit Association and the Mchigan Campus Compact formed a partnersrup whereby the MNA serve as the fiduciary for MCC. In a similar effort in collaboration a year later, the Volunteer Centers of Michigan engaged in a similar partnership. Both MCC and VCM agreed to affiliate with MNA and grew and expanded their programming and services to their members as a result. Challenge Both CMA and MNA are now rapidly growing organizations with important missions to serve the same sector- nonprofits and the communities in Michigan. The organizations work collaboratively, yet this relationship relies largely on the leadership rather than any governance or organizational structure. At the same time. CMA has been working to find its niche in the sector without duplicating programs, services and resources already available to the sector including training, technical assistance, public policy, advocacy and research. The services, along the administrative support already mentioned above, are provided through the partnership with MNA. ln addition, each organization has created a management structure that includes a CEO to administer very similar operations. The challenge before both organizations is to determine how they continue to grow in a collaborative fashion without creating duplication and competition, while maximizing resources and preserving the uniqueness of the organ izational relationships .. II �Opportunity The management of both the CMA and MNA believe that the timing is ripe for the two organizations to discuss bringing their missions and operations in even closer alignment. Both CMA and MNA are strong organizations with important missions, good governance structures, quality programs, and solid financials. Because these organizations come to this discussion from positions of strength - making for a healthy climate - this realignment dialogue can be about bringing similar missions together for the greater good. Benefits A merger could result in: • increase effectiveness by eliminating duplicative management structures, • enhanced efficiencies through further integration of the current programs and partners • redeployment of newly realized assets into new areas previously not possible due to limited resources, and • more assured sustainabi lity for the work of both organizations by combining the reputation, brand and services ofMNA with the innovative partnerships and endowment resources of CMA. Risks As with any merger, a certain amount of risk is involved. However, the integrity of a $20 million endowment, assurance of the continued growth of affiliates and partners and their programs, and the recognized quality of a statewide association must all be protected throughout this discussion and any subsequent reorganization. On the other hand, should both organizations continue on their current paths, there will likely be the concern of preserving the unique partnership, an increased risk of duplication, competition for market share, and under utilization of precious resources. 12 �Structure/Governance Options (see Appendix A for detailed summary) There are three possible models that could be considered to begin the di scussions. Each is laid out in detail below. Option A- Full Merger This scenario brings the two organizations together into one by one of the administrative and governance structures dissolving into the other with the assets, affiliations and programs transferring accordingly. Option B - Support Organization Thi s scenario changes one of the organizations into a fully-owned support organization of the other. This still involves dissolving the 50 I (c)(3) status of one of the organizations but also provides for the protection of the assets of the dissolved organization through an advisory board. Option C - Hybrid Model This scenario could leave open the opportunity to create one 50 I ( c)(3) organization from two entities and share governance through an expanded board oftrustees and/or the creation of an advisory board with increased yet still limited authority. Each of these scenarios have their pros and cons and offer a different insight into how these two organiza6ons might more effectively align themselves. Leadership/Staffmg Options Both CMA and MNA have senior leadership within their organizations (i.e. President and CEO positions). A traditional merger model would suggest that one ofthe CEO·s would assume the leadership roles of the combined organizations, however, the unique scenarios offered in the previous section leave open the opportunity of additional options. Below are three options for consideration that each has their own unique opportunities and challenges. Option A - Traditional This option retains one CEO from either the sustaining or merging organization and determines other role(s) for the remaining CEO in one of two ways: 1. The remaining CEO is either provided new opportunities within the new organization (i.e. Chief Operating Officer, or Senior Vice President for Program and Administration, Senior Advisor to the CEO, etc.), or 2. The remaining CEO is given an " incenti ve package.. to depart the organization. 13 �Option B - Interim CEO I Search This option leaves open the opportunity for the new board of directors of the sustaining organization to appoint an interim CEO while the new organization's board conducts a search for a permanent CEO. Both of the current CEO"s could be candidates for either the interim position as well as the permanent position. Option C- Hybrid This option combines all the aforementioned components and creates a dialogue for any transition issues that either CEO would like considered. Options could include one of the CEO's stepping down, but remaining as a consultant while the other serves as the permanent CEO or serves as interim while a search is conducted. Process Recommendation It is clear that many possibilities exist and that focused, deliberate and thoughtful consideration needs to be given to the opportunities. For this reason, senior staff members of M A and CMA recommend that the boards of the two partner organizations engage in a conversation to investigate the interest, possibilities and risks and benefits of a merger utilizing a deUberative process (sec " Proposed Process" below). 14 �Propose dP rocess Step Action Informal discussions 1 2 3 4 5 6 7 8 9 Participants Key board, staff and donors Outcomes/Actions T iming Seek advice, gauge Summer, support or resistance 2006 before proceeding CMAandMNA Propose creation of Fa11,2006 Formal preliminary ad hoc work group to discussions Trustees, CMA Affiliates facilitate discussions between the boards on the possibility of a merger Ad Hoc Work Staff and work group Fall, 2006Research Options Group, staff, investigate options Winter 2007 outside based on guiding consultants principles, resources, structures, and opportunities Leadership Discussions Exec. Committees Board leadership and Fall, 2006and CEOs of senior staff explore Winter, 2007 leadership-staffing CMAandMNA options for consideration by Ad Hoc Committee CMAandMNA Recommendations of Winter, 2007 Recommendations ad hoc work groups Trustees presented to fulJ MNAandCMA Board ofTrustees Formal Actions CMAandMNA MNAandCMA Spring, 2007 Trustees Trustees act to accept or decline proposed actions Proceed or end process depending on recommendations and Board(s) actions CMAandMNA MNAand CMA Spring,2007 Develop Restructure Plan Trustees empower Trustees and Senior StarT staff to develop a fully detailed restructuring plan based on Ad Hoc Committee recommendations Restructuring CMAandMNA Implement Spring/ Trustees and Staff governance structure Summer and affiliation 2007 agreement changes along with staffing redesign Finalizing of Merger CMAand MNA Implement admin., Summer Trustees and Staff fiscal, and personnel 2007 changes. 15 �Ill. Append ix A - Detailed summary of merger construct options examin es five critical a reas: mission, governance lega l status, assets and affi liations, and staffin g. l\1 ission Governance Legal tatus Affiliati ons/ Assets lluma n R e ource A-Full Merger Involved organizations determine if their missions are in aligrunent to warrant merger. B - Support Organization Organizations explore aligrunent, but does not require the dissolution or overhaul of either organization' s missions The trustees of the sustaining partner assume total governance responsibility of the merging organization, dissolving that organization 's board of trustee structure. Trustees of sustaining organization assume ultimate governance responsibility of both organizations whi le an advisory of the merging organization provides input and advice. The dissolving organization ends its legal status (including IRS nonprofit designation) and transfers that responsibility to the sustaining organization. The merging organi zation ends its IRS nonprofit designation and transfers that responsibility to the sustaining organization, however retains independent legal viability for the protection of assets. Simi lar to Option A, however merging organization maintains it own assets and affi liations. Financial , intellectual, and affiliation properties are transferred from the merging organization to the sustaining organization. Personnel of both organizations are conjoined to align with new sustaining organization design Both organizations can either bring staffing together or maintain separate structures depending on need and practicality. 16 C - Hy brid Model Discussions on the exploration of missions are in line, however makes clear that a new and larger mission can open an opportunity for a new structure. Two organizations create a new organization with the board of trustees comprised of their members. A new nonprofit legal entity is formed including a new 50l(c)(3) organization. Properties that align with the new mission are transferred to the new organization whi le working in partnership with the two forming organizations. Personnel recruited to staff organization with leadership staff from either or both of the forming organizations. �Appendix 8-0rganization(s) Descriptions ConnectMichigan Alliance Mission The mission of the ConnectMichigan Alliance is to promote and strengthen a life-long ethic of service and civic engagement through the support of commun ity building initiatives. Function Building service and volunteering through organizations where we live, work and learn. Size, Programs and Partners CMA is a statewide alliance of the Michigan Community Service Commission, Michigan Nonprofit Association, Michigan Campus Compact, and Volunteer Centers of Michigan focused on building service and volunteering through organizations where we live, work and learn. CMA has two affiliates in the Michigan Campus Compact and the Volunteer Centers of Michigan. CMA also hosts several programs including Serve Michigan-a public policy initiative, Mentor Michigan AmeriCorps and VISTA, Michigan ' s Promise, and Michigan League. The organization' s $3 million budget is comprised of both public and private support including the proceeds of a $20 million endowment. Michigan onprofit Association Mission The Michigan Nonprofit Association enhances the effectiveness of the Michigan nonprofit sector in serving society. Vision The Michigan Nonprofit Association will be the premier organization advancing the nonprofit sector in Michigan. Size, Programs and Partners MNA is the collective voice of Michigan's nonprofit organizations. MNA serves as a statewide network for the sector providing its members with training, membership services, advocacy, and research on the sector. Serving nearly I ,000 members, MNA ' s $2 million budget and expert staff provides valuable services statewide through its offices in Lansing and Detroit. 17 �Michigan Campus Compact (Affiliate ofCMA) Mission Michigan Campus Compact promotes the education and commitment of Michigan college students to be civically engaged citizens, through creating and expanding academic, co-curricular and campus-wide opportunities for community service, service-learning and civic engagement. MCC is a growing coalition of now 40 colleges and universities committed to the promotion of community service, service-learning, and civic engagement. Key Programs Student Service Leadership Camp Annual fall weekend retreat for campus student leaders for service Colloquium Series 1-2 day workshops for campus faculty and staff related to pressing constituent needs and nationaJ '·hot topic" issues lnstitwe on Service-Learning Annual conference for service-learning practitioners in K-12 and Higher Education Carter Partnership Awards BienniaJ recognition of campus-community partnerships in honor of Jimmy and Rosalynn Carter Other Programs Day at the State Capitol, NationaJ Teleconference, Blue Ribbon Panels on the Civic Good of Higher Education, Community-Campus Partnership Summit, and more MCC programs 18 �Volunteer Centers of Michigan (Affiliate ofCMA) Mission VCM strengthens Michigan 's existing 29 volunteer centers, provides leadership in developing new centers, and promotes and strengthens volunteerism statewide. VCM 's primary purpose is to support local Volunteer Centers in their efforts to mobilize people and resources to deliver creative so lutions to community problems. Michigan ranks one of the highest in the nation for number of centers and is, the only in the nation to be staffed by full-time staff and supported through a statewide endowment. Key Programs VCM programs and services include member communications, workshops and seminars, local consultations, quarterly meetings, an annual retreat, grant making, a resource library, dissemination and promotion ofbest practices, advocacy, and public education initiatives. Volunteer investment Grants Working in partnership with the Michigan Community Service Commission, VCM subgrants state funds to promote and strengthen the capacity of volunteer centers throughout Michigan in the areas of leadership development training, technology integration, community impact research and evaluation, and mini-grants to fund demonstration programs and innovative solutions. VCM VISTA Strengthening Communities AmeriCorps*VJSTA Initiative in Michigan. This Initiative is sponsored nationally by the Points of Light Foundation/Volunteer Center National Network. Michigan Volunteer Centers will host more than 20 AmeriCorps*VTSTA members, with the goal of: • increasi ng levels of volunteer engagement throughout Michigan in the following five areas: o Empowering Faith-Based and Grassroots Organizations, o Asset Development and Wealth Creation, o Strengthening Families, o Homeland Security: Emergency and Disaster. o Youth at Risk • Increasing the capacity of local organizations to provide quality volunteer opportunities in these four areas. • increasing financial independence of individuals and families in low-income communities. • Increasing the long-term sustainability of Volunteer Center programs developed in these focus areas. 19 �Michigan Community Service Commission (CMA Partner Organization) Mission The Michigan Community Service Commission (MCSC) builds a culture of service by providing vision and resources to strengthen communities through volunteerism. Since its founding in 1991 , the MCSC has granted more than $41 million in public and private funds to community organizations enabling them to engage thousands of Michigan citizens in volunteer service. This support has leveraged more than $34 million in local resources to further support these community volunteer initiatives. Programs The MCSC hosts Mentor Michigan, led by Governor Jennifer Granholm and First Gentleman Dan Mulhern, is working to ensure that all of our youth have ongoing relationships with stable, caring individuals. Together with mentoring programs throughout the state, it is working to support and enhance mentoring throughout the state. The MCSC provides leadership and state and federal resources to local nonprofits to promote service including: AmeriCorps- AmeriCorps is a National Service program designed to strengthen communities by involving people in service to help meet locaJ challenges. Learn and Serve- Learn and Serve funds the development and implementation of high-quality service-learning programs. Volunteer Investment Grants- Michigan's VIG are available to community-based volunteer/nonprofit agency partnerships that designate and support an agency to function as a community volunteer resource center. Governors Service Awards- The Governor's Service Awards honor volunteer heroes from all across the state for their service to Michigan communities. 20 �Appendix C-Board of Trustees, Co nn ectMichigan Allia nce and Michigan Nonprofit Association Robert Collier, President Council of Mich1gan Foundations Michiga n No nprofit Association Suzanne Greenberg, President and CEO CAN Council Saginaw Count y Chair : Karla Hall, Secretary and Director DTE Energy Foundation Suzanne Heath, Execw ive Director Catholic Youth Organization C hair E lect: Ouida Cash, CEO Starfish F amily Services, Inc. Barbara Orr Hill, President and CEO Michigan Women's Foundation Secretarv: Sr. Monica Kostielney, President and CEO Michigan Catho lic Conference Justin King, Execw ive Director Michigan Associatio n of School Boards Barbara Kratchman, President Artserve Michigan T reasurer : Elyse Rogers, President and CEO Midland Area Community Foundation William Liebold, Tl , President Michigan Colleges Foundation Immedia te Past Chair: David Seaman, Executive Vice President Michigan Health & Hospi tal Association Jane Marshall, Executi1•e Director Food Bank Council of Michigan Chair Emeritus: Russell Mawby, Chairman Emeritus W. K. Kellogg Foundation Ann Marston, President & CEO Michigan League for Human Services William Mayes, Executive Director Michigan Association of School Adm inistrators IbraJ1am Ahmed, Executive Director Z.l.A. D. Healthcare for the Underserved DeboraJl Mikula, Executive Director Michigan Association of Community Arts Agencies N. Charles Anderson, President/CEO Detroit Urban League Judy Moore, Executive Vice President Kalamazoo Regional Chamber of Commerce T homas Bailey, Executive Director Little Traverse Conservancy David Price, Executil'e Director MARO Employment and Training Association Edward 0 . Blews, Jr., President Association of Independent Colleges & Universities of Michigan Anne Rosewam e, President Michigan Health Council Carolyn Bloodworth, Secretary/Treasurer Consumers Energy Foundation Gerald Smith, Presidem & CEO Detroit Youth Foundation Michael Boulus, Executive Director Presidents Council State Universities ofMI Caro le Touchinski, Presidem and CEO Strategic Solutions Delois Caldwell. President & CEO Goodwill Industries of Grea ter Detro it Dale Weighill, President and CEO Flint Resource Center Sheilah Patnce Clay. President and CEO Neighborhood Service O rganization - Doreen Woodward, Executil'e Director Michigan Community Action Agency Association Cheryl Coleman, ExeCWI\'e Director Northeast Guidance Center 21 �ConnectMichiean AJiiance Rob Collier President Council of Michtgan Foundations Chair Anne Rosewame President Mtchtgan Heallh Counctl Thomas Dolan Director of Curriculum Romulus Public Schools Immediate Past Chair Terry Pruiu Assistant Superintendent ofBusiness Services Pontiac Public Schools Dr. David Eisler President Ferris State University Vice-Chair Carolyn Bloodworth Secretaryif'reasurer Consumers Energy Foundation Denise Hubbard Executive Director Volunteer Connections of Montcalm County Diana Jones Vice President ofCommumty Affatrs Blue Cross Blue Shield of Mtchtgan Secretaryffreasurer Dr. Jacqueline Taylor Vice President ofDe,,e/opment Davenport University Vivian Rogers Pickard Director, Corporate Relation:, General Motors Corporation Dr. Edward 0 . Slews, Jr. President Association oflndependent Colleges & Universities of Michigan Kathryn Rossow Executil•e Director Volunteer Center of Southwes t Mtchigan Martha Botto mley Director Volunteer Muskegon! Dr. Donald Tuski Prestdent Olivet College Michael J. Brennan President & CEO United Way for Soulheastem Michigan Sandra Ulsh President Ford Motor Company Fund 22 �D - Affili ate and P artner Boards (MCC, VCM, MCSC) Michigan Campus Compact Chair Peter Mitchell President Albion College Past Chair Dr. Juan Olivarez President, Grand Rapids Community College Harry Knapke President Aquinas College Vice-Chair Niels-Erik Andreasen President Andrews University President Lansing Community College Don Tuski President Olivet College Karen McKnight Casey Director, Center for ServiceJeff Howard Learning & Civic Associate Director of the Ginsberg Center Engagement University of Michigan Michigan State University Jackie Taylor Vice President of Diversity & Ernie Nolan Cultural Affairs Provost Davenport University Madonna University Casey Brant Student Schoolcraft College Jason Thomas Student Eastern Michigan University 23 �Volunteer Centers of Michigan United Way of Isabella County Amy Town, Community Impact Coordinator Allegan County United Way & Volunteer Center Georgina Rozeboom-Doster, Director Jackson Nonprofit Support Center Erin Skelly-Smith, Executive Director Alpena Volunteer Center-Alpena Community College Kathleen R. Bruski, Program Coordinator Volunteer Center of Greater Kalamazoo Judy Huth, Executive Director Volunteer Center ofNorthwest Michigan Susan McQuaid , Director of Volunteer Partnerships Heart of West Ml United Way Volunteer Center Jane Royer, Community Service Director Volunteer Center of Barry County Bonnie Hogoboom, Director United Way of Lapeer County Michelle Steiner, United Way Director Volunteer Resource Center of Bay County Cindy Miller, Director Volunteer Center of Southwest Michigan Doris Higgins, Executive Director Lenawee United Way and Volunteer Center Kathleen Schanz, United Way Director The George W. Romney Volunteer Center Patricia McCann United Way Community Services Albion Volunteer Service Organization Canduace Cloy, Director United Way of Midland County Volunteer Center Cynthia Chilcote, Director Volunteer Center of Battle Creek James Pearl, Director Volunteer Connections of Montcalm County Denise Hubbard, Coordinator United Way Volunteer Center of Chippewa County Kristina Beamish, Director Volunteer Muskegon! Martha Bottomley, Director United Way & Volunteer Center of Clare County Mona Keeley, Program Director Newaygo County Community Service Robin Paulus, Volunteer Resource Center Director Capital Area United Way Volunteer Center Suzanne Eman-Jaehnig, Senior Associate Director for Volunteer Services and Community Initiatives Capital Area United Way Volunteer Center Volunteer Center of Otsego County Susan Smethurst, Director Greater Ottawa County United Way & Volunteer Center Paulina Lawton, Volunteer Center Coordinator Volunteer Center ofDickinson & Iron Counties Todd Essendrup, Volunteer Services Director Resource Center Dale Weighil , President & CEO Volunteer Services- United Way of Saginaw County Marsha Cooley, Volunteer Services Coordinator Hillsdale County United Way & Volunteers In Action Kell y LoPresto Community Resource Center Chris Kanta, Director 24 �M ichi ga n Communitv Service C ommission Ms. Wendy Acho LaSalle Bank Midwest Dr. 1erry L. Seese Saginaw Township Community Schools Ms. Elizabeth Bunn International Union UA W Ms. Marsha Smith Rotary Charities ofTraverse City Ms. Melonie Colaianne MASCO Corporation Foundation Mr. Joseph Sowmick Saginaw Chippewa Indian Tribe of Michigan Mr. Robert Coll ier Council ofMichigan Foundations Ms. Laurie Stupak Stupak For Congress Committee Mr. Jimmie Comer Comer Holdings Mr. AJphonso Swain Capital Area Center for Independent Living Ms. Pamela Faris Office of the Lt. Governor Mr. Michael Thomas Saginaw County Prosecuting Attorney Ms. Christine Kwak W. K. Kellogg Foundation Mr. Sbaun VanHorn Student, Michigan State University Ms. Brenda Lawrence Mayor, City of Southfield Dr. Russell Mawby W.K. Kellogg Foundation VACANT Michigan Department of Education Superintendent· s Office Daniel Granholm Mulhern Office of the First Gentleman Mr. Kenneth Whipple CMS Energy Corporation Ms. Donna Niester Acheson Ventures Mr. Larry Williamson Comcast Cable Ms. Kari Pardoe NBA Pistons & WNBA Detroit Shock Ms. Eileen Wilson-Oyelaran Kalamazoo College Mr. Bernard Parker Wayne County Commissioner Ms. Kathy Young-Welch CDL Training School 25 � 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_MR_2006-11-21_Strategic-Alliance-Committee-Meeting-Agenda_1 Title A name given to the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2006-11-21 strategic alliance committee meeting agenda 1 Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2006-11-21 strategic alliance committee meeting agenda 1. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. 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 2006-11-21 https://digitalcollections.library.gvsu.edu/files/original/863124e4f965d244829117f22b105ca5.pdf 7a6161fa9f3f4a203f85a3985c93c750 PDF Text Text Diana V. Rodriquez-Aigra From: Sent: To: Subject: Kyle Caldwell Monday, November 13, 2006 3:08PM Sam Singh; Amy Smitter; Diana V. Rodriquez-Aigra; Paula Kaiser Van Dam Case for DiscussionofAiignment2.doc Attachments: Case for DiscussionofAiignment2.doc Sam, Amy, Diana, Paula: Attached is a draft document to inform the alignment/merger discussions of the ad hoc group. This will guide/inform the discussions which are scheduled for Nov. 29th and Dec. 1. Our goal will be to send this out by Monday, Nov. 20th to give the ad hoc group a week to review it. Along that same time frame, I would be very interested in your feedback and suggestions to make this document stronger by Friday or over the weekend. Please feel free to either email me or stop by my office with your feedback. Sam and I will be scheduling time for all of us to get together in follow up to the ad hoc committee meetings for us to debrief. Thanks. Kyle Case for scusslonofAIIgnment 1 �DRAFT For internal discussion pmposes only ConnectMichigan Alliance Michigan Nonprofit Association Stronger Together A Case for Closer Alignment --DRAFT-- (This document is a draft discussion primer for intemal use only and not intended for public use.) �DRAFT For internal discussion purposes only Index Summar~,, Dr(' Casef~ 'v-"' Examples of Possibilities Key Questions Proposal Background Ben fits Ris s Structtll'e/Governance Leadership Recommendation Proposed Process Budget Appendices A- Detailed Summary of Options B- Organization(s) Description C - Boards of Trustees (MNA and CMA) D -Affiliate and Partner Boards (MCC, VCM, MCSC) 2 �DRAFT For intemal discussion purposes only Summary Michigan has an opportunity to bring two strong forces for its nonprofit sector more closely together. The Michigan Nonprofit Association (MNA) and the ConnectMichigan Alliance (CMA) and its patiners and affiliates of the Michigan Community Service Commission (MCSC), Michigan Campus Compact (MCC), and Volunteer Centers of Michigan (VCM), provide the infrastructure to support the nonprofits whose missions are focused on our community needs and the volunteers who serve those missions. These organizations work closely together because of their shared missions and goals (see Appendix B). MNA is focused on increasing the effectiveness of the nonprofit sector. CMA, and its affiliates and partners make up a multi-sector alliance that is concemed with promoting a life-long ethic of service and volunteerism. CMA is able to support these partners through the leverage resources of a $20 million endowment and the strong affiliation relationship with two of the state's leading volunteer and civic engagement organizations. Together, CMA and MNA provide a wide rage of programs and services to Michigan nonprofits and the volunteers who §e!'ViCe in our communities. (JJM"-0 Still, even as all these organizations are intertwined, co-housed in the same physical space, cooperate on programming, share staffing and board members, contract services from each other, and interrelate on a multitude of levels, they (MNA and CMA) remain largely separate entities with individual senior leadership and governance stmctures. In addition, they have similar and perhaps duplicative outputs including training and technical assistance, member services, advocacy and public policy, and research services and others. The question now is ca11 ~ or dng ev m'ore closely together? Combining the deep portfolio of programs, quality products and services offered by MNA with the community networks, public/private partnerships, and endowed resources of CMA, Michigan could better align its resources to work toward ensuring that every community is served by a vibrant nonprofit sector with a steady stream of engaged volunteers. These factors and more, make for fertile ground for a thoughtful dialogue regarding the possible increased alignment of the ConnectMichigan Alliance and the Michigan Nonprofit Association. This document lays out a rationale and process by which MNA, CMA and its affiliates and partners may conduct a dialogue on the merits and challenges involved with discussing a stronger alignment, including a possible merger, between MNA and CMA. It does not recommend a final outcome. Rather it provides the context and Jl"amework for a dialogue along with a decision matrix, timeline, budget and questions to address in the process. Staff of all the organizations request that a working group of the CMA partners and affiliates and others take up this process and provide the boards of 3 �DRAFT For internal discussion purposes only .~ CMA and MNA recommendations on if, and how these organizations may move 0 ~~~. forward in discussions on continued alignment. ~ Case for Discussion ~ ~f 1,; j)11D 1 \\ \) li'X.. There are four primary opp01iunities before these two organizations during the discussions of aligmnent: amplification and congmency of missions, modeling best practice, increased stability and sustainability, maximization of resources. Maximizing the congruency of missions for greater reach and impact Both MNA and CMA identify volunteering and philanthropy as core elements to their missions. MNA is focused on developing a more effective nonprofit sector. On the other hand, CMA targets the expansion, and universal expectation of service and civic engagement. The Michigan nonprofit sector exists in large part, due to the eff01is and effectiveness of volunteers. On the other hand, the volunteer infrastmcture supported tln·ough CMA exists to serve communities through the state's nonprofit sector. One without the other cannot effectively function to strengthen our communities. Yet, today these organizations, while collaborating in many ways, still operate and function quite separately. MNA provides training, products, advocacy and other services to many of the same organizations CMA targets for its services. CMA provides resources, programming and even advocacy services (through MNA) to organizations that recruit, support, and sustain our volunteer force through its partners including the Michigan Community Service Commission, Michigan Campus Compact and the Volunteer Centers of Michigan. The leadership of CMA and MNA set different, yet parallel directions for their organizational goals and resource development; all the while their constituents (nonprofits and the volunteers who serve their causes) tap each or both for their needs. The possibility of closer alignment opens the oppotiunity for a true "mega-mission" that can simultaneously leverage talent, programming and resources to support more effective nonprofits and higher quality support for the volunteers they leverage to achieve their missions. A more comprehensive model for state and local support CMA is the product of a desire for partnership of the state's premiere service and volunteer organizations to build a comprehensive and expansive model for inf1-astmcture support. In other words, many came together to make the work of promoting and suppotiing volunteers more pemtanent and at a greater scale. MNA was formed to give the sector an effective voice and lead the sector's efforts toward maximum effectiveness and efficiency. Separately, these organizations can continue to work on their core programs and services, but is it the most effective practice? Looking at cutTen! trends and the best practices, we 4 \)./ �DRAFT For internal discussion purposes only would have to conclude that combining services, personnel, backroom functions, and leadership would provide the exemplary organizational model many other communities are striving to achieve. Increased stability and sustainability for the sector ~ Each organization in this discussion brings with it tremendous resources ~~~utations for performance. Yet each has its challenges that could be addressed2·ough tighter organizational alignm~nt. MNA's cu~Tent programs and structures~ lpported.through a very successful fundmg model that mcludes some earned revenue; ee for servtce, grants, sponsorships and membership services. hlJiddition, MNA's long history and reputation for results has created the beginnings !OtJln effective brand. CMA is supported through a generous endowment, public and private grants, membership fees, general fundraising and sponsorships. CMA's model for collaboration is one of a kind in the nation and is cutting edge in its implementation. Recent restructuring efforts have focused on marketing and research of the volunteer field. Some of their strengths demonstrate the leadership and innovation of these organizations, while at the same time highlight their challenges. MNA's mission of suppmiing volunteerism is cunently limited while its funding structure relies heavily on fundjlevelopment through grants and sponsorships. CMA, while innovative, is largely anKunknown quantity outside of its partners and has little brand recognition. The organization has recently developed a strong research partnership, but lacks a marketing program and strategy. In addition, its training and technical assistance as well as advocacy work is either limited or largely borrowed from MNA. The advantages of increased programs, services, band recognition, and resources could help to sustain the work of both organizations. More effective use of resources for growth and expansion Greater aligmnent of these organizations also creates the oppmiunity of conversation about how each could conserve on duplicative resources that may be used for possibilities that neither thought possible on their own. Through an thorough and exhaustive examination of the organizations' goals, resources and administrative/management procedures, each organization will be able to re-examine how resources are allocated. In turn, each could create efficiencies that would provide for discussion of new opportunities including: • • • Developing more effective housing stmcture that might produce rather than drain revenues; Creating nonprofit business models that leverage shared services to the nonprofit sector; Marketing the nonprofit sector's work tln·ough a more unified mission (nonprofits and the volunteers who serve their missions); 5 �DRAFT For intemal discussion purposes only • • Brokering cutting-edge research that examines the nonprofit sector and volunteerism in new and unique ways to help the two elements (nonprofits and their volunteers) better relate; Increasing the influence and leadership potential of the public policy efforts of the sector. Examples of Fos!;ihllitier ~;j:,_~ An alignment of the two organizations brings forth the possibility for both expanding of existing programs and services as well as the creation of new initiatives in the following areas: • • • • • Capacity Building Public Policy Civic Engagement Research and Evaluation Marketing and Communications Deepened Capacity Building One of the most compelling opportunities of bringing together MNA (nonprofit support for Michigan) and CMA (volunteer support for Michigan) is the increased capacity potential for local communities. Training and Technical Assistance -- MNA and CMA can combine their strategies for providing "universal access/coverage" for every Michigan community. This could include utilizing the cunent Management Service Organization (MSO) network, NPower patinership and other MNA assets, combined with CMA's grassroots network of volunteer centers and campus compact member institutions to offer local best practices and signature trainings to meet the needs of localnonprofits and their volunteers. Unified Voice on Public Policy Both MNA and CMA have developed strong and respected advocacy and public policy arms to their organizations. MNA with their Michigan Public Policy Initiative and CMA with their Serve Michigan program have advanced and promoted the needs and interests of the nonprofit sector and volunteer infrastmcture respectively. A combined organizational stmcture allows for the leveraging of the political and grassroots stmctures, long-recognized events, contacts, and products to make and even stronger and unified public policy voice. Expanding the Range of Civic Engagement Programming The lens of civic engagement is often limited to either voting or volunteering and rarely is a meaningful connection ever effectively forged to help communities sustain that connection. Both organizations are working on various civic engagement initiatives 6 �DRAFT For internal discussion purposes only separately. MNA leads voter engagement drives to increase the awareness and scope of the nonprofit sector. CMA has focused on youth engagement and the volunteer infrastructure as key elements for civic engagement. Combined, MNA and CMA can begin to focus on a continuum of civic engagement that brings together the nonprofit sector and one of their most valuable assets-their volunteers of today and tomorrow. Integrated and Expanded Research and Evaluation MNA has established itself as one of the lead developers and promoters of research and knowledge on the impact of Michigan's nonprofit sector on communities and the state's economy. The Michigan Nonprofit Research Program and the Research and Nonprofit Committee provide the support and direction for these and other efforts. MNA also works in partnership with other statewide organizations including CMA, MNA has published information on the inside work of nonprofits, volunteers, and the programs and ( f'l ~(lll.J ~?) partners that make up the sector. an~~search~n the impact of CMA recently increased its capacity to develop of existing realignment a Through . Michiga in infrastructure volunteering service and resources and the leveraging our alliance partners, CMA has developed an agenda that will examine the current state of Michigan's volunteer infrastructure, the existing gaps and its impact. Combined, MNA and CMA can examine Michigan from a comprehensive and innovative approach that leverages the broad knowledge base ofMNA with the focus and resources of CMA. Expanded Marketing and Communications For both CMA and MNA, marketing and communications are the areas with the greatest growth potential for organizations. MNA has developed an excellent reputation for services to the field, quality products and trainings, and leadership for the sector. CMA is the only organization in the country that brings together such a diverse and effective coalition of volunteer support organizations with a pool of endowed resources to leverage their work. At the same time, the merits and potential of these organizations have been largely undersold. At the same time, both organizations are working to improve their marketing and communications to aggressively "tell their stories" and expand their work. MNA is examining the marketing and communication needs of the organization and its customers by leveraging its board, leveraging new leadership and utilizing the existing member services (signature trainings, Links newsletter, Nonprofit Superconference, etc.). CMA developed a number of partnerships with for- and non-profit organizations to develop and implement a marketing plan to more effectively communicate the need for volunteer infrastructure. Working together, MNA and CMA can market the broader work of both organizations (nonprofit sector and the volunteers who serve them) in more cost effective and deeper ways. 7 �'-\'~· For internal di~= purposes only T)16re are the major areas where the synergies of a closer alignment can lead to a stronger and more dynamic future for the nonprofit sector in Michigan. Still, some major questions remain including those listed below. Both CMA and MNA are strong and vibrant organizations with effective leadership, programming and services. CMA and MNA lead in critical areas vital to Michigan communities-volunteers and the nonprofit sector in which they serve. Continued alignment provides the opportunity for joining the grassroots memberships, cutting edge and enduring resources of CMA with the established training, and membership services ofMNAfor a bold and powerful single voice and one-ofa-kind organizational structure. Finally, as with any combining of organizations, there is the opportunity for finding efficiencies through consolidation, streamlining and leveraging of expanded ofservices. What are the disadvantages or cautions to be considered? During preliminwy conversations with the boards of CMA and MNA as well as the affiliate partners, all have expressed interest in ensuring that any alignment discussions guarantee the integrity of the endowment (that the disbursement continue to support the work of the partners programs), maintain the voice of the affiliates in the decision making processes, MNA maintain its well-established brand, and that the innovative nature of CMA not be lost. How will all the patiners and affiliate organizations (MCC and VCM) be involved in the discussions? agreed~tvene an ad hoc group to review the The board of CMA and MNA recommendations ofstaff concerning the continued alignment of CMA and MNA and make a recommendation to the Boards as to whether and how to move forward on those recommendations. The ad hoc group will be made of tmstees of MNA and CMA in addition to representatives fi'om MCSC. VCM, MCC and atlarge members. This group will come to a consensus recommendation and it will be the charge of the two boards (CMA and MNA) to take up and either accept or decline that recommendation. What happens to the CMA endowment in a realigned or merged entity? The models proposed in the staff draft recommendation provide for the leadership of the founding organizations to continue their stewardship role concerning the proceeds of the CMA Endowment. In addition, staff recommendations leave the 8 �DRAFT For internal discussion purposes only unique and effective relationship with the Capital Region Community Foundation in tact. Deepening the analysis of these questions will be key to determining the next steps in a process of dialogue. In the following section, staff have developed a framework for potential future discussions and organization and mission alignment between MNA and CMA. 9 �DRAFT For internal discussion purposes only Proposal Senior management of the Michigan Nonprofit Association (MNA) and the ConnectMichigan Alliance (CMA) recommend an investigative dialogue toward determining the possible development of closer mission alignment, increased efficiency and assured sustainability through a merger ofthe two organizations. Background This discussion is a continuation of a conversation that began in late 1998 that involved the leadership of the Michigan Community Service Commission and the Michigan Nonprofit Association coming together to imagine ways to pe1manently support the infi·astructure for service and volunteerism in Michigan. At the time MNA served as the host organization for the Michigan Campus Compact and the Volunteer Centers of Michigan as part of its mission to enhance the nonprofit sector and support philanthropy and volunteerism. The Michigan Community Service Commission was primarily concerned with ensuring a statewide sustained and consistent leadership and support mechanism for national and community service. Together, all these organizations came together in a comprehensive dialogue that eventually lead to the creation of a new partnership-the ConnectMichigan Alliance--with the resources of a $20 million endowment. In 1999, all the aforementioned organizations launched a comprehensive endowment campaign with the appropriation of a $10 million challenge grant brokered by Governor Engler, the Michigan Legislature and MCSC Chair and First Lady Michelle Engler. The terms of the challenge were to raise a dollar for dollar match fi·om the private sector that would be invested permanently in trust for CMA. The MCSC, as a grant-making entity, was charged by the Legislature to serve as the grantor and administrator of the challenge grant and authorized the transfer of funds to a permanent endowment at the Capital Region Community Foundation as commitments fi·om the private sector were secured. The private sector campaign for the endowment was lead by tln·ee co-chairs and a 22member campaign cabinet. In May of2000, the ConnectMichigan Alliance was incorporated with the State of Michigan and the affiliation agreements of the Michigan Campus Compact and Volunteer Centers of Michigan were transferred fi·om the Michigan Nonprofit Association to the newly formed entity-CMA. In December of2003, the CMA Endowment Campaign raised $10,050,000 in matching funds thereby exceeding the te1ms of the public challenge grant. This closed the campaign, satisfied the tenns of the publicly funded challenge grant, and met the ambitious goal of creating a permanent fund to support service and volunteerism infrastructure in Michigan. Stmcture of the ConnectMichigan Alliance 10 �DRAFT For internal discussion purposes only The CmmectMichigan Alliance and its constmction is, as the name implies the classic definition of an alliance--a merging of efforts and interests. CMA's overall structure including its board of trustees' membership reflects this collaborative stmcture by including equal number oftmstee position recommended by each of the founding pa1tner organizations as well as ex-officio positions for the CEO ofMNA and the Executive Director of the MCSC. The senior staff members of the CMA include the leaders of the affiliate organizations (VCM and MCC) that work with the CMA CEO to focus the work of the organization and its partnerships. When CMA was formed, the founding board and staff determined that the organization would ensure that a) resources would be focused on the work of the partners and b) that it would utilize existing administrative resources instead of creating duplicative structures and systems. To that end, CMA contracts with MNA to handle its needs in bookkeeping, human resources, information teclmology, and other administrative support services. CMA in tum provides financial resources from the endowment to unde1write a pmtion of those expenses and subleases space for MNA's Lansing office. CMA serves as the host and fiduciary organization for the Michigan Campus Compact and the Volunteer Centers of Michigan. The Michigan Community Service Commission (a state govemmental entity) utilizes its relationship with CMA in several ways including contracting with CMA to host several national service programs including two that support the Mentor Michigan initiative and driving its own public policy goals through the Serve Michigan program created and hosted by CMA in partnership with the Michigan Public Policy Initiative ofMNA. Stmcture of Michigan Nonprofit Association Incorporated in 1990 as the Michigan Nonprofit Forum, MNA was first a think-tank dedicated to discussing issues impacting nonprofits. In 1994, the organization was renamed as the Michigan Nonprofit Association to provide direct advocacy and services to local nonprofit organizations. Today, MNA stands as one ofthe country's most innovative nonprofit associations with nearly 1,000 members and offices in Lansing and Detroit. Also in 1994, the Michigan Nonprofit Association and the Michigan Campus Compact fmmed a partnership whereby the MNA serve as the fiduciary for MCC. In a similar effort in collaboration a year later, the Volunteer Centers of Michigan engaged in a similar partnership. Both MCC and VCM agreed to affiliate with MNA and grew and expanded their programming and services to their members as a result. Challenge Both CMA and MNA are now rapidly growing organizations with important missions to serve the same sector-nonprofits and the communities in Michigan. At the same time, CMA has been working to find its niche in the sector without duplicating programs, services and resources already available to the sector including training, technical assistance, public policy, advocacy and research. These services, along the 11 �DRAFT For internal discussion purposes only administrative support already mentioned above, are provided through the pmtnership with MNA. In addition, each organization has created a management structure that includes a CEO to administer very similar operations. The challenge before both organizations is to determine how they continue to grow without creating duplication and competition while maximizing resources. Opportunity The management of both the CMA and MNA believe that the timing is ripe for the two organizations to discuss bringing their missions and operations in even closer aligmnent. Both CMA and MNA are strong organizations with important missions, good governance structures, quality programs, and solid financials. Because these organizations come to this discussion from positions of strength - making for a healthy climate - this realigmnent dialogue can be about bringing similar missions together for the greater good. Benefits A merger could result in: • increase effectiveness by eliminating duplicative management structures, • enhanced efficiencies through further integration of the ctment programs and partners • redeployment of newly realized assets into new areas previously not possible due to limited resources, and • more assured sustainability for the work of both organizations by combining the reputation, brand and services ofMNA with the iru10vative pmtnerships and endowment resources ofCMA. Risks As with any merger, a certain amount of risk is involved. However, the integrity of a $20 million endowment, assurance of the continued growth of affiliates and their programs, and the recognized quality of a statewide association must all be protected throughout this discussion and any subsequent reorganization. On the other hand, should both organizations continue on their current paths, there will likely be an increased risk of duplication, competition for market share, and under utilization of precious resources. 12 �DRAFT For intemal discussion purposes only Structure/Governance Options (see Appendix A for detailed summary) There are three possible models that could be considered to begin the discussions. Each is laid out in detail below. Option A -Full Merger This scenario brings the two organizations together into one by one of the administrative and governance stmctures dissolving into the other with the assets, affiliations and programs transferring accordingly. Option B - Supp01i Organization This scenario changes one of the organizations into a fully-owned supp01i organization of the other. This still involves dissolving the 501 (c)(3) status of one of the organizations but also provides for the protection of the assets of the dissolved organization through an advisory board. Option C- Hybrid Model This scenario could leave open the opp01tunity to create one 501 (c)(3) organization from two entities and share governance through an expanded board of trustees and or the creation of an advisory board with increased yet still limited authority. Each of these scenarios have their pros and cons and offer a different insight into how these two organizations might more effectively align themselves. Leadership/Staffing Options Both CMA and MNA have senior leadership within their organizations (i.e. President and CEO positions). A traditional merger model would suggest that one of the CEO's would assume the leadership roles of the combined organizations, however, the unique scenarios offered in the previous section leave open the opportunity of additional options. Below are three options for consideration that each has their own unique opportunities and challenges. Option A- Traditional This option retains one CEO from either the sustaining or merging organization and determines other role(s) for the remaining CEO in one of two ways: 1. The remaining CEO is either provided new opportunities within the new organization (i.e. Chief Operating Officer, or Senior Vice President for Program and Administration, Senior Advisor to the CEO, etc.), or 13 �DRAFT For internal discussion purposes only 2. The remaining CEO is given an "incentive package" to depart the organization. Option B- Interim CEO I Search This option leaves open the opportunity for the new board of directors of the sustaining organization to appoint an interim CEO while the new organization's board conducts a search for a permanent CEO. Both of the current CEO's could be candidates for either the interim position as well as the permanent position. Option C- Hybrid This option combines all the aforementioned components and creates a dialogue for any transition issues that either CEO would like considered. Options could include one of the CEO's stepping down, but remaining as a consultant while the other serves as the permanent CEO or serves as interim while a search is conducted. Recommendation It is clear that many possibilities exist and that focused, deliberate and thoughtful consideration needs to be given to the opportunities. For this reason, senior staff members of MNA and CMA recommend that the boards of the two pai'tner organizations engage in a conversation to investigate the interest, possibilities and risks and benefits of a merget· utilizing a deliberative process (see "Proposed Process" below). 14 �DRAFT For internal discussion purposes only P ropose dP rocess Step 1 2 3 4 5 6 7 8 9 Timing Outcomes/Actions Summer, Seek advice, gauge 2006 resistance support or before proceediug Fall,2006 Propose creation of CMAandMNA Formal preliminary .ad hoc work group to Tmstees, CMA discussions facilitate discussions Affiliates between the boards on the possibility of a merger Staff and work group Fall, 2006Ad Hoc Work Research Options Winter 2007 investigate options Group, staff, based on guiding outside principles, resources, consultants structures, and opportunities leadership and Fall, 2006Board Committees Exec. Discussions Leadership Winter, 2007 senior staff explore and CEOs of leadership-staffing CMAandMNA options for consideration by Ad Hoc Committee Recommendations of Winter, 2007 CMAandMNA Recommendations ad hoc work groups Tmstees presented to full MNAandCMA Board of Trustees Spring, 2007 MNAandCMA CMAandMNA Formal Actions accept to act Tmstees Trustees or decline proposed actions · ·· ·· Proceed or end process detending onl'ecommendation s andBoard(s) actions Spring, 2007 MNAandCMA CMAandMNA Develop Restructure Plan empower Tmstees Tmstees and staff to develop a Senior Staff fully detailed restructuring plan based on Ad Hoc Committee recommendations Spring/ Implement CMAandMNA Restmcturing Tmstees and Staff governance structure Summer 2007 and affiliation agreement changes along with staffing redesign Summer Implement admin., CMAandMNA Finalizing of Merger 2007 Tmstees and Staff fiscal, and personnel changes. Action Informal discussions Participants Key board, staff and donors 15 �DRAFT For internal discussion purposes only Budget The majority of the process will involve utilization of existing stmctures, resources and scheduled meetings of the Trustees and staff. However, there may need to be a reallocation of resources to bring in outside expertise to: • • • facilitate discussions, supply technical assistance for strategic plmming, and provide evaluation services. A preliminary draft budget is provided below. Activity CMA/MNA Other Source Planning CMAJMNA Trustees (2 meetings) Ad Hoc Work Group (3 meetings including conference calls) $1,400.00 Facilitator (one meeting and report) Strategic Planning Organizational Development $1,500.00 Legal Counsel $7,000.00 Accounting/Financial $7,000.00 Evaluation Services Total $4,500.00 $17,475.00 $6,000.00 16 �DRAFT For internal discussion purposes only Appendix A- Detailed sununary ofrnerger construct options examines five critical areas: mission, governance legal status, assets and affiliations, and staffing. Mission Governance Legal Status A-Full Mer<>er Involved organizations determine if their missions are in alignment to warrant merger. B- Support Orl(anization Organizations explore alignment, but does not require the dissolution or overhaul of either organization's missions C -Hybrid Model Discussions on the exploration of missions are in line, however makes clear that a new and larger mission can open an opportunity for a new structure. The trustees of the sustaining partner assume total governance responsibility of the merging organization, dissolving that organization's board of trustee structure. Trustees of sustaining organization assume ultimate governance responsibility of both organizations while an advisory of the merging organization provides input and advice. Two organizations create a new The dissolving organization ends its legal status (including IRS nonprofit designation) and transfers that responsibility to the The merging organization ends its IRS nonprofit designation and transfers that responsibility to the sustaining organization, however retains independent legal viability for the protection of assets. Similar to Option A, however merging organization maintains it own assets and affiliations. A new nonprofit legal entity is formed including a new 501 (c)(3) organization. sustaining organization. Affiliations/Assets Human Resources Financial, intellectual, and affiliation properties are transferred from the merging organization to the sustaining organization. Personnel of both organizations are conjoined to align with new sustaining organization design Both organizations can either bring staffing together or maintain separate structures depending on need and practicality. 17 organization with the board of trustees comprised of their members. Properties that align with the new mission are transferred to the new organization while working in partnership with the two forming omanizations. Personnel recruited to staff organization with leadership staff from either or both of the forming oroanizations. . �DRAFT For internal discussion purposes only Appendix B-Organization(s) Descriptions ConnectMichigan Alliance Mission The mission of the ConnectMichigan Alliance is to promote and strengthen a life-long ethic of service and civic engagement through the support of community building initiatives. Function Building service and volunteering through organizations where we live, work and learn. Size, Programs and Partners CMA is a statewide alliance of the Michigan Community Service Commission, Michigan Nonprofit Association, Michigan Campus Compact, and Volunteer Centers of Michigan focused on building service and volunteering through organizations where we live, work and learn. CMA has two affiliates in the Michigan Campus Compact and the Volunteer Centers of Michigan. CMA also hosts several programs including Serve Michigan-a public policy initiative, Mentor Michigan AmeriCorps and VISTA, Michigan's Promise, and Michigan League. The organization's $3 million budget is comprised of both public and private supp01t including the proceeds of a $20 million endowment. Michigan Nonprofit Association Mission The Michigan Nonprofit Association enhances the effectiveness of the Michigan nonprofit sector in serving society. Vision The Michigan Nonprofit Association will be the premier organization advancing the nonprofit sector in Michigan. Size, Programs and Partners MNA is the collective voice of Michigan's nonprofit organizations. MNA serves as a statewide network for the sector providing its members with training, membership services, advocacy, and research on the sector. Serving nearly 1,000 members, MNA's $2 million budget and expert staff provides valuable services statewide through its offices in Lansing and Detroit. 18 �DRAFT For internal discussion purposes only Michigan Campus Compact (Affiliate ofCMA) Mission Michigan Campus Compact promotes the education and commitment of Michigan college students to be civically engaged citizens, through creating and expanding academic, co-cun·icular and campus-wide opp01iunities for community service, service-learning and civic engagement. MCC is a growing coalition of now 40 colleges and universities committed to the promotion of community service, service-learning, and civic engagement. Key Programs Student Service Leadership Camp Annual fall weekend retreat for campus student leaders for service Colloquium Series 1-2 day workshops for campus faculty and staff related to pressing constituent needs and national "hot topic" issues Institute on Service-Learning Annual conference for service-learning practitioners in K-12 and Higher Education Carter Partnership Awards Biennial recognition of campus-community partnerships in honor of Jimmy and Rosalynn Carter Other Programs Day at the State Capitol, National Teleconference, Blue Ribbon Panels on the Civic Good of Higher Education, Community-Campus Partnership Summit, and more MCC programs 19 �DRAFT For internal discussion purposes only Volunteer Centers of Michigan (Affiliate of CMA) Mission ::J.-1 ., ,- VCM strengthens Michigan's existing~p!U'Il'le;;r centers, provides leadership in developing new centers, and promotes and strengthens volunteerism statewide. VCM's primary purpose is to support local Volunteer Centers in their efforts to mobilize people and resources to deliver creative solutions to community problems. Michigan ranks one of the highest in the nation for number of centers and is, the only in the nation to be staffed by full-time staff and suppotied through a statewide endowment. Key Programs VCM programs and services include member communications, workshops and seminars, local consultations, quarterly meetings, an aruma! retreat, grant making, a resource library, dissemination and promotion of best practices, advocacy, and public education initiatives. Volunteer Investment Grants Working in partnership with the Michigan Community Service Commission, VCM sub grants state funds to promote and strengthen the capacity of volunteer centers throughout Michigan in the areas of leadership development training, technology integration, community impact research and evaluation, and mini-grants to fund demonstration programs and im10vative solutions. VCMVISTA Strengthening Communities AmeriCoJ]Js*VISTA Initiative in Michigan. This Initiative is sponsored nationally by the Points of Light Foundation/Volunteer Center National Network. Michigan Volunteer Centers will host more than 20 AmeriCorps*VISTA members, with the goal of: • Increasing levels of volunteer engagement throughout Michigan in the following five areas: o Empowering Faith-Based and Grassroots Organizations, o Asset Development and Wealth Creation, o Strengthening Families, o Homeland Security: Emergency and Disaster. o Yonth at Risk the capacity of local organizations to provide quality volunteer opportunities in these four areas. Increasing • • Increasing financial independence of individuals and families in low-income communities. • Increasing the long-term sustainability of Volunteer Center programs developed in these focus areas. 20 �DRAFT For internal discussion purposes only Michigan Community Service Commission (CMA Pa1tner Organization) Mission The Michigan Community Service Commission (MCSC) builds a culture of service by providing vision and resources to strengthen communities through volunteerism. Since its founding in 1991, the MCSC has granted more than $41 million in public and private fhnds to community organizations enabling them to engage thousands of Michigan citizens in volunteer se1vice. This support has leveraged more than $34 million in local resources to further supp011 these community volunteer initiatives. Programs The MCSC hosts Mentor Michigan, led by Governor Jennifer Granholm and First Gentleman Dan Mulhern, is working to ensure that all of our youth have ongoing relationships with stable, caring individuals. Together with mentoring programs throughout the state, it is working to support and enhance mentoring throughout the state. The MCSC provides leadership and state and federal resources to local nonprofits to promote se1vice including: AmeriCorps- AmeriCorps is a National Service program designed to strengthen communities by involving people in service to help meet local challenges. Learn and SeJVe- Leam and Serve funds the development and implementation of high-quality se1vice-learning programs. Volunteer Investment Grants -Michigan's VIG are available to community-based volunteer/nonprofit agency pminerships that designate and support an agency to function as a community volunteer resource center. Governors Se1vice Awards - The Governor's Service Awards honor volunteer heroes from all across the state for their se1vice to Michigan communities. 21 �DRAFT For internal discussion purposes only Appendix C--Board of Trustees, ConnectMichigan Alliance and Michigan Nonprofit Association Michigan Nonprofit Association Robert Collier, President Council of Michigan Foundations Chair: Karla Hall, Secreta!)' and Director DTE Energy Foundation Suzalllle Greenberg, President and CEO CAN Council Saginaw County Chair Elect: Ouida Cash, CEO Starfish Family Services, Inc. Catholic Youth Organization Suzatme Heath, Executive Director Barbara On Hill, President and CEO Michigan Women's Foundation Secretary: Sr. Monica Kostielney, President and CEO Michigan Catholic Conference Justin King, Executive Director Michigan Association of School Boards Treasurer: Elyse Rogers, President and CEO Midland Area Community Foundation Barbara Kratchman, President Artserve Michigan Immediate Past Chair: David Seaman, Executive Vice President Michigan Health & Hospital Association William Liebold, II, President Michigan Colleges Foundation Chair Emeritus: Russell Mawby, Chairman Emeritus W. K. Kellogg Foundation Food Bank Council of Michigan Jane Marshall, Executive Director Amr Marston, President & CEO Michigan League for Human Services !braham Ahmed, Executive Director Z.I.A.D. Healthcare for the Underserved Wiiliam Mayes, Executive Director Michigan Association of School Administrators N. Charles Anderson, President/CEO Detroit Urban League Deborah Mikula, Executive Director Michigan Association of Community Arts Agencies Thomas Bailey, Executive Director Little Traverse Conservancy Judy Moore, Executive Vice President Kalamazoo Regional Chamber of Commerce Edward 0. Blews, Jr., President Association oflndependent Colleges & Universities of Michigan David Price, Executive Director MARO Employment and Training Association Carolyn Bloodworth, Secretmy/Treasurer Consumers Energy Foundation Atme Rosewarne, President Michigan Health Council Michael Boulus, Executive Director Presidents Council State Universities ofMI Gerald Smith, President & CEO Detroit Youth Foundation Delois Caldwell, President & CEO Goodwill Industries of Greater Detroit Carole Touchinski, President and CEO Strategic Solutions Sheilah Patrice Clay, President and CEO Neighborhood Service Organization Dale Weighill, President and CEO Flint Resource Center Cheryl Coleman, Executive Director Northeast Guidance Center Doreen Woodward, Executive Director Michigan Conmmnity Action Agency Association 22 �DRAFT For intemal discussion purposes only Rob Collier President Council of Michigan Foundations ConnectMichigan Alliance Chair Anne Rosewarne President Michigan Health Council Thomas Dolan Director of Curriculum Romulus Public Schools Immediate Past Chair Teny Pmitt Assistant Superintendent of Business Services Pontiac Public Schools Dr. David Eisler President Ferris State University Vice-Chair Carolyn Bloodworth Denise Hubbard Executive Director Secre/aiJ'/Treasttrer Consumers Energy Foundation Volunteer Connections of Montcalm County Diana Jones Vice President of Community Affairs Blue Cross Blue Shield ofMichigan Secretaryfl'reasurer Dr. Jacqueline Taylor Vice President of Development Davenport University Vivian Rogers Pickard Director, C01porate Relations General Motors Corporation Dr. Edward 0. Blews, Jr. President Association oflndependent Colleges & Universities of Michigan Katluyn Rossow Executive Director Volunteer Center of Southwest Michigan Martha Bottomley Director Volunteer Muskegon! Dr. Donald Tuski President Olivet College Michael J. Brennan President & CEO United Way for Southeastern Michigan Sandra Ulsh President Ford Motor Company Fund 23 �DRAFT For intemal discussion purposes only D- Affiliate and Partner Boards (MCC, VCM, MCSC) Michigan Campus Compact Chair Peter Mitchell President Albion College Past Chair Dr. Juan Olivarez President, Grand Rapids Community College Harry Knapke President Aquinas College Vice-Chair Niels-Erik Andreasen President Andrews University President Lansing Community College Don Tuski President Olivet College Karen McKnight Casey Director, Center for ServiceJeff Howard Learning & Civic Associate Director of the Ginsberg Center Engagement University of Michigan Michigan State University Jackie Taylor Vice President of Diversity & Ernie Nolan Cultural Affairs Provost Davenport University Madmma University Casey Brant Student Schoolcraft College Jason Thomas Student Eastern Michigan University 24 �DRAFT For internal discussion purposes only United Way ofisabella County Volunteer Centers of Michigan Allegan County United Way & Volunteer Center Amy Town, Community Impact Coordinator Georgina Rozeboom-Doster, Director Jackson Nonprofit Support Center Alpena Volunteer Center-Alpena Community Erin Skelly-Smith, Executive Director College Kathleen R. Bmski, Program Coordinator Volunteer Center of Greater Kalamazoo Judy Huth, Executive Director Volunteer Center ofNorthwest Michigan Heart of West MI United Way Volunteer Center Susan McQuaid, Director of Volunteer Partnerships Jane Royer, Community Service Director Volunteer Center ofBany County Bonnie Hogeboom, Director United Way of Lapeer County Michelle Steiner, United Way Director Volunteer Resource Center of Bay County Cindy Miller, Director Volunteer Center of Southwest Michigan Doris Higgins, Executive Director Lenawee United Way and Volunteer Center Kathleen Schanz, United Way Director The George W. Romney Volunteer Center Patricia McCann United Way Community Services Albion Volunteer Se1vice Organization Canduace Cloy, Director United Way of Midland County Volunteer Center Cynthia Chilcote, Director Volunteer Center of Battle Creek James Pearl, Director Volunteer Connections of Montcalm County Denise Hubbard, Coordinator United Way Volunteer Center of Chippewa County Kristina Beamish, Director Volunteer Muskegon! Martha Bottomley, Director United Way & Volunteer Center of Clare County Mona Keeley, Program Director Newaygo County Community Se1vice Robin Paulus, Volunteer Resource Center Director Capital Area United Way Volunteer Center Suzanne Eman-J aehnig, Senior Associate Director for Volunteer Services and Connnunity Initiatives Capital Area United Way Volunteer Center Volunteer Center of Otsego County Susan Smethurst, Director Greater Ottawa County United Way & Volunteer Center Paulina Lawton, Volunteer Center Coordinator Volunteer Center of Dickinson & Iron Counties Todd Essendrup, Volunteer Services Director Volunteer Services-United Way of Saginaw County Marsha Cooley, Volunteer Services Coordinator Resource Center Dale Weighil, President & CEO Hillsdale County United Way & Volunteers In Action Kelly LoPresto Community Resource Center Chris Kanta, Director 25 �DRAFT For internal discussion pmposes only Michigan Community Service Commission Ms. Wendy Acho LaSalle Bank Midwest Dr. Jerry L. Seese Saginaw Township Community Schools Ms. Elizabeth Bmm International Union UAW Ms. Marsha Smith Rotary Charities of Traverse City Ms. Melonie Colaianne MAS CO Corporation Foundation Mr. Joseph Sowmick Saginaw Chippewa Indian Tribe of Michigan Mr. Robe11 Collier Council of Michigan Foundations Ms. Laurie Stupak Stupak For Congress Committee Mr. Jimmie Comer Comer Holdings Mr. Alphonso Swain Capital Area Center for Independent Living Ms. Pamela Faris Office of the Lt. Governor Mr. Michael Thomas Saginaw County Prosecuting Attorney Ms. Christine Kwak W. K. Kellogg Foundation Mr. Shaun VanHorn Student, Michigan State University Ms. Brenda Lawrence Mayor, City of Southfield Dr. Russell Mawby W.K. Kellogg Foundation VACANT Michigan Department of Education Superintendent's Office Daniel Granholm Mulhern Office of the First Gentleman Mr. Ke1meth Whipple CMS Energy Corporation Ms. Donna Niester Acheson Ventures Mr. Larry Williamson Comcast Cable Ms. Kari Pardoe NBA Pistons & WNBA Detroit Shock Ms. Eileen Wilson-Oyelaran Kalamazoo College Mr. Bemard Parker Wayne County Commissioner Ms. Kathy Young-Welch CDL Training School 26 � 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_MR_2006-11-13_A-Case-for-Discussion-of-Alignment-Draft Title A name given to the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2006-11-13 A Case for Discussion of Alignment draft Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2006-11-13 A Case for Discussion of Alignment draft. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) 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 2006-11-13 https://digitalcollections.library.gvsu.edu/files/original/349ebdfd8072632858a5462eaa23b108.pdf 549e423072141330d83080c243de803f PDF Text Text ConnectMichigan Alliance & Michigan Nonprofit Association Proposed Organizational Resttucturing For Conversation Purposes Only Not For Public Distribution Revised April18, 2006 �Index Current Status of the ConnectMichigan Alliance Proposed Resttucturing ofthe ConnectMichigan Alliance Proposed Restructuring of the Michigan Nonprofit Association �ConnectMichigan Alliance Organizational Chart MCC Council of Presidents MCSC Conunissioners Executive Director Staff- Outreach, Program, Admin. VCM Operating Council ~v MNA Trustees President Staff- Outreach, Program, Admin. CotmectMichigan Alliance Board of Trustees 3-MCC 3-MNA 3-VCM 3-MCSC 6 -At-Large 2- Ex-Officio, MNA President, MCSC Executive Director ConnectMichigan Alliance Staffing Plan President/CEO Executive Assistant MCC Director MCC Assoc. Director MCCintem Development Director Spec. Events Coordinator Bookkeeper Secretary (2) VCM Director VCMManager /, ~ Youth Prog!:amming America's Promise Service Leadership Camp Outstanding Student Service Awards Member Services MI Assoc. of Volunteer Administrators MI Campus Compact Member Services Volwtteerism Resource Library Volunteer Centers ofMI Member Services Corporate and Fa1nily Volunteerism Professional Development Opportunities Grants George W. Ronmey Fund for Volunteerism in MI Higher Education Grant Programs Institute for Service Learning Volunteer Center Capacity Grants Best Practice Pilot Grants :eyblic Awareness/RecogJtition Camnaigys ConnectMichigan Statewide Recruitment Campaign National Make A Difference Day National Volunteer Week Voltmteer Recogttition Clearing House Media Relations Initiative �ConnectMichigan Alliance Foundation Chart DRAFT VCM Operating Council MCC Council of Presidents MCSC Commissioners ~v MNA Trustees ConnectMichigan Alliance Foundation Board of Trustees 3-MCC 3-MNA 3-VCM 3-MCSC 12 Trustees I CMA Foundation President Mission ../ Promote and strengthen a life-long ethic of service and civic engagement through the supp01i of community building initiatives Function ../ Building service and volunteering through organizations where we live, work and learn Governance ../ 12 (or more) trustees recommended by the founding patiners ../ Direct the President of the Foundation to carry out the work of the organization 0 Review stewardship of the Foundation assets 0 Trustees of foundation would meet two-three times a year. Operations Research and make recommendations on needs for volunteerism. Develop strategies for the foundation investments Set the contributions for the partners and grant to MNA and/others for administration. 0 Either directly or through contracting, evaluates the programs in which they invest. 0 Either directly or through contracting, promote the accomplishments and findings of investments 0 0 0 Logistics 0 0 All programs/organizations would acknowledge being pati of CMA. Could be staffed by MNA or on its own. �I I I ------1 I I I I I I I --- I � 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_MR_2006-04-18_Proposed-Organizational-Restructuring_3 Title A name given to the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2006-04-18 proposed organizational restructuring 3 Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2006-04-18 proposed organizational restructuring 3. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. 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 2006-04-18 https://digitalcollections.library.gvsu.edu/files/original/cddcd435a44e2d34747bc2eb3f642737.pdf 77084dde9ede245f376318269ac311f7 PDF Text Text ConnectMichigan Alliance & Michigan Nonprofit Association Proposed Organizational Restructuring For Conversation Purposes Only Not For Public Distribution Revised April 18, 2006 �Index Current Status of the ConnectMichigan Alliance Proposed Restructuring of the ConnectMichigan Alliance Proposed Restructuring of the Michigan Nonprofit Association �ConnectMichigan Alliance Organizational Chart MCC Council of Presidents MCSC Commissioners Executive Director Staff- Outreach, Program, Admin. VCM Operating Council ~v MNA Trustees President Staff- Outreach, Program, Admin. ConnectMichigan Alliance Board of Trustees 3-MCC 3-MNA 3-VCM 3-MCSC 6 -At-Large 2- Ex-Officio, MNA President, MCSC Executive Director ConnectMichigan Alliance Staffing Plan President/CEO Executive Assistant MCC Director MCC Assoc. Director MCCintem Development Director Spec. Events Coordinator Bookkeeper Secretary (2) /i Youth Programming America's Promise Service Leadership Camp Outstanding Student Service Awards Member Services MI Assoc. of Volunteer Administrators MI Campus Compact Member Services Volunteerism Resource Library Volw1teer Centers ofMI Member Services Corporate and Family Volunteerism Professional Development Opportunities VCM Director VCMManager ~ Grants George W. Ronmey Fund for Volunteerism in MI Higher Education Grant Programs Institute for Service Learning Volunteer Center Capacity Grants Best Practice Pilot Grants Pyblic Awareness/Recognition CamQaigns ConnectMichigan Statewide Recruitment Campaign National Make A Difference Day National Volunteer Week Volunteer Recognition Clearing House Media Relations Initiative � 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_MR_2006-04-18_Proposed-Organizational-Restructuring_2 Title A name given to the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2006-04-18 proposed organizational restructuring 2 Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2006-04-18 proposed organizational restructuring 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 (MCSC) 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 2006-04-18 https://digitalcollections.library.gvsu.edu/files/original/ff54d67bc5b8d33283be6536cfbcd159.pdf 0e503dade748770a8203ca1832269137 PDF Text Text ConnectMichigan Alliance & Michigan Nonprofit Association Proposed Organizational Restructuring For Conversation Purposes Only Not For Public Distribution Revised April18, 2006 �Index Current Status of the ConnectMichigan Alliance Proposed Restructuring of the ConnectMichigan Alliance Proposed Restructuring of the Michigan Nonprofit Association �ConnectMichigan Alliance Organizational Chart MCC Council of Presidents MCSC Commissioners Executive Director Staff- Outreach, Program, Admin. VCM Operating Council MNA ~v Trustees President Staff- Outreach, Program, Admin. ConnectMichigan Alliance Board of Trustees 3-MCC 3-MNA 3-VCM 3-MCSC 6 -At-Large 2- Ex-Officio, MNA President, MCSC Executive Director ConnectMichigan Alliance Staffing Plan President/CEO Executive Assistant MCC Director MCC Assoc. Director MCCintem Development Director Spec. Events Coordinator Bookkeeper Secretary (2) VCM Director VCMManager /, ~ Youth Programming America's Promise Service Leadership Camp Outstan<)ing Student Service Awards Member Services MI Assoc. of Volunteer Administrators MI Campus Compact Member Services Volunteerism Resource Library Volunteer Centers ofMI Member Services Corporate and Family Volunteerism Professional Development Oppm1unities Grants · George W. Romney Fund for Volunteerism in MI Higher Education Grant Programs Institute for Service Learning Volunteer Center Capacity Grants Best Practice Pilot Grants Public Awareness/Recognition CamQaigns ConnectMichigan Statewide Recruitment Campaign National Make A Difference Day National Volunteer Week Volunteer Recognition Clearing House Media Relations Initiative �ConnectMichigan Alliance Foundation Chart DRAFT MCC Council of Presidents MCSC Commissioners VCM Operating Council ~v MNA Trustees ConnectMichigan Alliance Foundation Board of Trustees 3-MCC 3-MNA 3-VCM 3-MCSC 12 Trustees I CMA Foundation President Mission ¥ Promote and strengthen a life-long ethic of service and civic engagement through the support of community building initiatives Function ¥ Building service and volunteering through organizations where we live, work and learn Governance ¥ 12 (or more) trustees recommended by the founding patiners ¥ Direct the President of the Foundation to carry out the work of the organization 0 Review stewardship of the Foundation assets 0 Trustees of foundation would meet two-three times a year. Operations 0 0 0 0 0 Research and make recommendations on needs for volunteerism. Develop strategies for the foundation investments Set the contributions for the pminers and grant to MNA and/others for administration. Either directly or through contracting, evaluates the programs in which they invest. Either directly or through contracting, promote the accomplishments and findings of investments Logistics 0 0 All programs/organizations would acknowledge being pmi of CMA. Could be staffed by MNA or on its own. �I ,I 1. ----f I I I I --- I I I I � 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_MR_2006-04-18_Proposed-Organizational-Restructuring_1 Title A name given to the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2006-04-18 proposed organizational restructuring 1 Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2006-04-18 proposed organizational restructuring 1. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. 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 2006-04-18 https://digitalcollections.library.gvsu.edu/files/original/df615199f973bc8bceb8dc5af1fb51d0.pdf 4c79d223dc3187d1537e803d14a8bd0e PDF Text Text April 15, 2005 Mr. Sam Singh President and CEO Michigan Nonprofit Association 1048 Pierpont Suite #3 Lansing, Michigan 48911 Dear Mr. Singh: Attached you will find a copy of the Partnership Agreement detailing the activities and related reimbursement for the partnership between the ConnectMichigan Alliance (CMA) and the Michigan Nonprofit Association. The agreement will be presented to the Finance Committee of the CMA as part of the overall CMA budget presentation for the 2005-06 fiscal year. The provisions of the agreement will be provisionally implemented upon the Committee’s approval and fully implemented after the full CMA Board approval in June, 2005. Thank you for a tremendously innovative and productive working relationship. The CMA and Michigan Nonprofit Association are cutting new ground for the sector and I look forward to continuing to work with you to plow new territory. Sincerely, Kyle Caldwell President and CEO ConnectMichigan Alliance Enclosure �ConnectMichigan Alliance Michigan Nonprofit Association Partnership Agreement This document outlines the key elements of the partnership between the ConnectMichigan Alliance and the Michigan Nonprofit Association for the fiscal year beginning July 1, 2005 and ending June 30, 2006 (pending approval of the ConnectMichigan Alliance Board of Trustees). The ConnectMichigan Alliance will grant the Michigan Nonprofit Association a total sum of $233,000 to be payable in quarterly installments starting after July 1, 2005 and ending June 30, 2006. For that sum, the Michigan Nonprofit Association agrees to provide the following products and services to the ConnectMichigan Alliance, its affiliates and its programs for the fiscal year:  Human Resources (HR) Support o Payroll Services o Employee Benefits o Other processes related to HR activities  Office Management o Information and Communication Technology o Space Management and Related Logistics o General Office Function Support  Fiscal Management o Contracts Processing o Grants Processing o Financial Reporting o Bookkeeping o Facilitation of Audits  Branding o CMA branding on training, publications and technical assistance provided to CMA constituents and constituents of affiliates and programs of CMA. o CMA branding on conferences and meetings including, but not limited to, annual conferences, and other activities for which an annual sponsorship would be solicited from CMA.  Training targeted at CMA constituents and constituents of affiliates and programs.  Targeted membership services to CMA constituents and constituents of affiliates and programs not currently members.  Public Policy services including information tracking, publication of relevant activities to constituents and constituents of affiliates and programs.  Research services limited to the annual giving and volunteer survey and the nonprofit salary survey (branding included). � 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_MR_2005-04-15_Partnership-Agreement Title A name given to the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2005-04-15 partnership agreement Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2005-04-15 partnership agreement. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. 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 2005-04-15 https://digitalcollections.library.gvsu.edu/files/original/40e32d7a7656e975a23e60c0bf1ac350.pdf 68f466f54c78291b088a99c2a3fc7c73 PDF Text Text DRAFT 1.0 (Revised April 12, 2005) ConnectMichigan Alliance Michigan Nonprofit Association Partnership Agreement This document outlines the key elements of the partnership between the ConnectMichigan Alliance and the Michigan Nonprofit Association for the fiscal year beginning July 1, 2005 and ending June 30, 2006. The ConnectMichigan Alliance will grant the Michigan Nonprofit Association a total sum of $228,000 to be payable in quarterly installments starting after July 1, 2005 and ending June 30, 2006. For that sum, the Michigan Nonprofit Association agrees to provide the following products and services to the ConnectMichigan Alliance, its affiliates and its programs for the fiscal year:          Human Resources Support o Payroll Services o Employee Benefits o Other processes related to HR activities Office Management o Information and Communication Technology o Space Management and Related Logistics o General Office Function Support Fiscal Management o Contracts Processing o Grants Processing o Financial Reporting o Bookkeeping o Audits Branding o CMA branding on training, publications and technical assistance provided to CMA constituents and constituents of affiliates and programs of CMA. o CMA branding on conferences and meetings including, but not limited to, annual conferences, and other activities for which an annual sponsorship would be solicited from CMA. Training targeted at CMA constituents and constituents of affiliates and programs. Targeted membership services to CMA constituents and constituents of affiliates and programs not currently members. Public Policy services including information tracking, publication of relevant activities to constituents and constituents of affiliates and programs. Publication Services limited to annual report and quarterly newsletter design. Research services limited to the annual giving and volunteer survey and the nonprofit salary survey (branding included) � 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_MR_2005-04-12_Partnership-Agreement-Draft-1 Title A name given to the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2005-04-12 partnership agreement draft 1 Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association-ConnectMichigan Alliance Merger 2005-04-12 partnership agreement draft 1. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. 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, 49401 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 2005-04-12 https://digitalcollections.library.gvsu.edu/files/original/6fe949ea07c5ce6f557969def3912863.pdf a03c4224e2dd32b1113f6796a70523c7 PDF Text Text Familiarize board/staff re: roles April 28, 2000 Identify major gift targets April 28, 2000 Conduct feasibility study June 30, 2000 Develop Campaign budget June 30, 2000 Develop campaign Commemorative opps for donors 28, 2000 April Develop campaign plan \\/leadership June 30, 2000 Develop specific strategic approaches to key leadership and challenge gift prospect June 30, 2000 Deliver fin.al feasibility report and campaign plan to planning committee June 30, 2000 Investment of Endowment Funds Singh June 30, 2000 Research fund managemeNt strategies April 28, 2000 Develop RFP May 15, 2ooo Review proposals June 5, 2000 Planning Committee presentations June 30, 2000 Approve flmd investmeNt strategies June 30, 2000 � 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_Timeline-Proposal-Draft Title A name given to the resource Michigan Nonprofit Association timeline proposal draft Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association timeline proposal draft. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49428 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> https://digitalcollections.library.gvsu.edu/files/original/803f0a4497dab4d025e94d6fa2be94e8.pdf 74608f6b1d053adf17e7cc8391525009 PDF Text Text Michigan Non-Profit Association Goal: $10,000,000 Organizational Chart Honorary Chair Honorary Cabinet Campaign Tri-Chairs Special Gifts Division Cabinet Foundations Division Cabinet Prospects Prospects Prospects Individuals Local Regional Foundations Auto Big Three Manufacturing Financial Service Furniture Petro/Chemical Retail, Legal, Baking Corporate Division Cabinet � 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_Organizational-Chart Title A name given to the resource Michigan Nonprofit Association organizational chart Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association organizational chart. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49427 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> https://digitalcollections.library.gvsu.edu/files/original/5d4fbb9291e76772fd2957b2cc45f873.pdf cb0e20c6007d1f76a78746ae4742acc1 PDF Text Text Dear Colleauges: We are writing to invite you to an exciting celebration of our country’s rich tradition of civic education. You are involved in the civic life of our state probably because you were exposed to the need and purpose of civic engagement—perhaps through your education. The Michigan Coalition on Civic Education is launching a bold agenda for the advancement of our state’s civic education on XXXX at XXX in the Rotunda of the State Capitol. As part of the Campaign for the Civic Mission of Schools, six state, including Michigan were awarded grants of $150,000 to make civics a priority. This funding will support our efforts to increase the awareness and practice of quality civic education in our community schools. We developed the Michigan Coalition on Civic Education along with a number of other education, service and civic organizations because of our concern that we are not sufficiently addressing the original purposes of a public education—building informed citizens. The Coalition includes: XXXX With the launch of the Coalition and the support of the Campaign for the Civic Mission of Schools, we are ready and eager to assist schools and communities meet their civic missions. Please join us for this celebration at our State Capitol. Our plan is to have members of the coalition, community-based organizations, educators and members of the press present to join in our activities. If you are available to join us, please contact XXXX at XXXX. Thank you for your leadership in the civic education of the next generation of Michigan citizens. Sincerely, � 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_Michigan-Coalition-on-Civic-Education_Meeting-Letter Title A name given to the resource Michigan Nonprofit Association Michigan Coalition on Civic Education meeting letter Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association Michigan Coalition on Civic Education meeting 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 (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49426 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> https://digitalcollections.library.gvsu.edu/files/original/1c107356ab0c8cc402df4307689466da.pdf b4aa5aa1a051de5326e49f185dab5c8d PDF Text Text Dear Governor Granholm: We are writing to invite you to an exciting celebration of our country’s rich tradition of civic education. We know of your deep commitment to the original purposes of a public education—building a more informed citizenry. The Michigan Coalition on Civic Education is launching a bold agenda for the advancement of our state’s civic education on XXXX at XXX in the Rotunda of the State Capitol. As part of the Campaign for the Civic Mission of Schools, six state, including Michigan were awarded grants of $150,000 to make civics a priority. This funding will support our efforts to increase the awareness and practice of quality civic education in our community schools. We developed the Michigan Coalition on Civic Education along with a number of other education, service and civic organizations because of our concern that we are not sufficiently addressing the original purposes of a public education. The Coalition includes: XXXX With the launch of the Coalition and the support of the Campaign for the Civic Mission of Schools, we are ready and eager to assist schools and communities meet their civic missions. We would be honored if you would agree to keynote our celebration at our State Capitol. Our plan is to have members of the coalition, our colleagues from both houses of the Michigan Legislature, community-based organizations, educators and members of the press present join in our activities. If you are available to join us, please contact XXXX at XXXX. Thank you for your leadership in the civic education of the next generation of Michigan citizens. We hope that your schedule allows for you to join in this very important event. Sincerely, � 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_Michigan-Coalition-on-Civic-Education_Letter-to-Governor-Granholm Title A name given to the resource Michigan Nonprofit Association Michigan Coalition on Civic Education letter to Governor Granholm Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association Michigan Coalition on Civic Education letter to Governor Granholm. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 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> https://digitalcollections.library.gvsu.edu/files/original/9c92096184fa7a3469b38d664e20d38f.pdf 5140d5a0ab5164c66891189dca4c42ed PDF Text Text Michigan Nonprofit Association History: • Incorporated in 1990 as Michigan Nonprofit Forum • ·Became Michigan Nonprofit Association in 1995 • 40-Member board Mission: To promote the awareness and effectiveness of Michigan's nonprofit sector, and to advance the cause of volunteerism and philanthropy in the state. Roles: • Convener • Encourage voluntary giving and service • Information dissemination • Public Policy • Capacity building of sector Programs: • Member Services/Benefits • Training and TA • Grantmakers/Grantseekers • Volunteerism SuperConference • Michigan Public Policy Initiative • Michigan Campus Compact • Volunteer Centers of Michigan/MAYA • ConnectMichigan • George W. Romney Fund • Russell G. Mawby Fund/Award � 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_History-Mission-Roles-Programs Title A name given to the resource Michigan Nonprofit Association history mission roles programs Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association history mission roles programs. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 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> https://digitalcollections.library.gvsu.edu/files/original/5f082c11f27cf7aaebdf4dc946bb7899.pdf b3beb9a7fc973b9e09bff9a4e7b1296d PDF Text Text Core Staff MCC Executive Director VCM Executive Director LEAGUE MCCNCM MCC/VCM MCC/VCM MCC Program Events & Logistics Coord. Admin Program Assistant Assistant Specialist Director Director Total Salary'" 367,456.55 Health Care"'"' 50,854.19 Disability 808.40 1,234.66 28,110.44 Life FICA Unemployment Insurance 3,609.90 29,396.53 Retirement Percent 100% 100% 100% 100% 1000/o 100% 100% 481,470.67 Total Support Staff President& CEO Chief Program! Director of Director of Director of Director of Accounts Accounts Officer Development Public Policy Marketing Finance Payable Receivable Salary* Health Care'"'" Disability Life FICA Total 516,822.88 51,734.15 1,137.01 1,736.54 39.,536.94 Unemployment Insurance 4,125.60 41,345.83 656,438.95 Retirement Percent 25.87% 30.00"/o 5.00% 9.09% 45.00% 37.63% 27.92% 9.41% Total 156,351A5 • Salaries increased 2% from the 2010-2011 Fiscal Year .. Health care increased 12% from the 2010-2011 Fiscal Year Programs Endowment MCC Contract Serv. Office Ops. Meetings Travel Grants Other Total Total Cost Allocation 14,450.00 64,665.00 80,310.00 17,689.00 69,300.00 11,614.00 1,200.00 247,614.00 11,614.00 Percent allocated to Endowment 0% 0% 0% 0% 17% 0% 5% Endowment VCM Contract Serv. OfficeOps. Meetings Travel Grants Other Total Total Cost Allocation 5,450.00 11,600.00 9,600.00 5,000.00 5,450.00 2,675.00 9,600.00 5,000.00 31,650.00 22,725.00 Percent allocated to Endowment 100% 23% 100% 100% 0% 72% �CETeam Contract Serv. Office Ops. Meetings Travel Grants Other Total Giving and Volunteering ContractServ. OfficeOps. Meetings Travel Grants Other Total Percent Endowment allocated to Endowment Total Cost Allocation 7,7SO.OO 7,7SO.OO 100% 2,7SO.OO 100% 2,7S0.00 100"A; 2,250.00 2,2SO.OO 0% LEAGUE ContractServ. Office Ops. Meetings Travel Grants Other Total 0% 12,750.00 12,750.00 0% 100% Percent Endowment allocated to Total Cost Endowment Allocation 15,000.00 1S,000.00 100% 1,SOO.OO 3,800.00 200.00 1,500.00 3,800.00 200.00 Joint Venture Total Cost 39,899.00 31,600.00 46,666.00 47,733.00 14,525.00 16.025.00 196,448.00 Total Cost Endowment Allocation Percent allocated to Endowment 0% 29,300.00 11,215.00 4S,233.00 5,600.00 7,100.00 98,448.00 Endowment Allocation 93% 24% 9S% 39% 44% SO% Percent allocated to Endowment Year 1 Project ~=s~o~,ooo=~·o~o~~~s~o~,o~o~o~.o~o~~~=l~O~O%;;. 100% 100% 100% 0% 20,SOO.OO 20,500.00 0% 100% Operations Endowment Occupancy Lansing Total Cost Allocation S6,747.12 Office Space 113,494.24 Shared Fadlities"' 41,617.44 S7,802.00 4,398.42 8,796.84 Internet/Web Copier 1,743.18 3,486.36 Phones 9,270.36 4,63S.18 Postage Machine 333.36 1,666.68 Sa!esforce CVENT E-mall Mana!:;ed Care Total Lansing 22,400.00 14,220.00 9,600.00 8,816.16 248,219.32 11,200.00 4,739.67 4,800.00 4,408.08 135,955.77 50"/o 72% SO% SO% SO% SO% OccupancyDetroit Office Space Internet Copier ?hones Parking"' Total Detroit SO% 33% SO% Based off 12 People in the office and 4 being allocated to the Endowment "'Based off usage- 3 going to CE VISTA's Endowment Total Cost Allocation 39,263.00 13,088.00 4,068.00 1,3S6.00 3,090.00 1,030.00 2,474.00 825.00 4,680.00 2,340.00 S3,575.00 18,639.00 50% Assumes we move in August- Based off8 Mo. Rentas first 3 are free (56,747.12} 26 people in Lansing Office/13 are Civic Engagement= SO% *46 people between MNA & MCSC/33 are MCSC & Civic Engagement 72% Amount of Endowment Related Activities for 11-12 FY 11-12 FY Projected Endowment Payout Figures Payout of Endowment for 11-12 FY- Zero Growth Payout of Endowment for 11-12 FY -1% Growth Payout of Endowment for 11-12 FY- 6% Growth $ 1,008.453.89 766,964.00 772,270.00 79S,003.00 Revenue Gap $ 241,489.89 $ 236,183.89 $ 213,4S0.89 33% 33% 33% 33% SO% � 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_Functional-Budget Title A name given to the resource Michigan Nonprofit Association functional budget Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association functional budget. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 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> https://digitalcollections.library.gvsu.edu/files/original/6d7044c509da47437167c48958a92641.pdf ebcd9e73bac08904d46b85d2b91848c8 PDF Text Text Five Phases of Typical Capital Campaign �Phase One- Pre-Campaign Planning This phase allows the volunteer and staff leaders to seriously evaluate their commitment to a campaign- as opposed to their commitment to a new building or equipment- and start to develop the basics in preparation of conducting a successful campaign. Included in this phase are a careful internal evaluation of needs, discussion of whether or not campaign counsel is needed, and an honest appraisal as to whether the organization is ready for such a major undertaking. Phase Two- Design & Marketing Phase or Feasibility Study This initial phase, usually conducted in six to eight weeks, allows an organization, often with counsel, to objectively evaluate: • its image in the community • how its case for fund raising is viewed by leaders and donors • whether quality leaders are available to help in the campaign • prospective donors and potential giving levels • whether proper resources are available to conduct a campaign Additionally, a detailed, comprehensive fund-raising plan is developed. The campaign plan includes lists of prospective donors and leaders, timetables, job descriptions for leaders, commemorative opportunities, an education and public relations plan, a table of gifts and other necessary ingredients to a successful campaign. A thorough Case Statement is prepared for initial review by the Board of Directors. Phase Three - Organization Phase During this phase the following tools necessary for fund raising are created: • Leadership Plan Book • Fund Raising Prospectus • Fund Raising Brochure �• Video Presentation • Develop Campaign Theme • Case Statement • Leadership Recruitment • Public Relations Effort • Detailed Corporate and Foundation Research Phase Four- Solicitation Phase This phase is the central phase of the campaign and focuses on the actual cultivation and solicitation of major and advance gift prospects. Additionally, proposals to regional and national foundations and corporations are prepared and submitted. The full public information and public relations plan is implemented. Phase Five- Post-Campaign This phase is a "catch all" for outstanding solicitations remaining from earlier phases. Many of the decisions will actually be made in this phase, so effective follow-up and public relations efforts are critical here. All prospects are encouraged to make their decision during this phase if they have not yet responded. A comprehensive pledge redemption system is also recommended. � 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_CC_Five-Phases-of-Capital-Campaign Title A name given to the resource Michigan Nonprofit Association Five Phases of Capital Campaign Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association Five Phases of Capital Campaign. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 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> https://digitalcollections.library.gvsu.edu/files/original/f6bf1f921af3f2555ccdf2a9c868c4f7.pdf 74b7d0e2d61c37e038ccb2958581ec0d PDF Text Text ARE WE READY FOR A CAPITAL CAMPAIGN? �The are a lot of factors that go into determining readiness in a capital campaign. It is important to discuss a variety of issues to insure that, in the least, the internal leaders fully understand other internal leaders ideas and opinions. From this open discussion, consensus can be reached. In considering a capital campaign, MNA's staff and board should collectively and thoroughly address the following ideas as a group. There isn't one right or wrong response to any issue. A thorough discussion of these issues can be critical to insuring that there are no early disagreements about goals, intentions, and plans for a capital campaign. Issue: Image and Reputation 1.) Our mission is well known and respected in the state. If we went to the downtown area and randomly asked 100 people if they would endorse/support our mission, how many of those 100 would respond positively? 2.) If we asked 100 top state and business leaders the same question, how many of those 100 would respond positively? 3.) When it comes to our area of expertise, how many of the top 100 state/business leaders would agree that our organization is a leader in our particular community? Issue: Case for Support 1.) Development of the campaign Case was a cooperative effort between staff and the Board ofDirectors of the organization, and all agree that fulfillment of that case statement is instrumental in fulfilling the organization's mission. 2.) IfMNA had any reasonable amount of financial resources to do anything it would like to further its mission, how would we spend the money? 3.) Can you write, in one or two paragraphs, how the community as a whole benefits from your organization raising the amount of money you seek? Write the paragraphs as a group. Is it clear and convincing? Is there a real and tangible benefit to community overall? 4.) Now, can you write the same paragraph(s) above and delete all reference to your organization's "needs" and talk only about the benefit to the community? Perhaps it is already written this way. Perhaps not. Campaigns are about BENEFITS not about organizational NEEDS, so focus your campaign's case on community benefits, not needs. Example: If you are trying to payoff a debt on a building, focus on what benefits will derive from having extra funds each month instead of paying interest/principle- what new services can be offered? �5.) • In list form, list the specific things you will buy or build with the money you will raise and affix a price tag to each item. Now prioritize them. How firm are your costs? Is there consensus on price and priority? Issue: Leadership 1.) Discuss: The president of the organization has a close and mutually respectful relationship with the board of directors, and the president is capable of leading the campaign. 2.) Discuss: Either the Development Director/President/Board members has experience with capital campaigns. If not, who will "manage" the campaign on a day to day basis? 3.) The Board is committed to the campaign, meaning 100% of the Directors have agreed to make gifts and open doors to friends and associates they know. Do the Directors and senior staff understand and agree that, chances are, the gift they themselves will make to the campaign will be paid over a 3 - 5 year period and will probably be one of the largest gifts they have every made to a charitable organization? 4.) Together, the board of directors can create a list of at least ten individuals from the community who would be great leaders for a capital campaign. Pick the ten best in the community, regardless of perceived willingness to serve. How many of these have some affiliation with the organization (donor, past or present board member, friend of a senior staff member or board member, etc)? Issue: Prospects 1.) We can identifY prospects who have the CAPABILITY (not necessarily the willingness) to give at least 50% of the goal (the number of prospects comprising this 50% should be no more than 30). 2.) We can identify 30 to 40 community leaders who we know we can talk to who might consider I) lending their names, 2) opening doors, AND 3) giving a lead gift. This doesn't mean they will, it just means they have the capability of making doing these three things. This is about identifying potential, not willingness. Can someone on the board or staff pick up the phone and arrange a meeting with at least most of these people? 3.) Identify target amounts for each constituency. How much can the board give as a group? How about employees? How about previous donors to the organizations? How about foundations? How about corporations and businesses? Is there agreement that each of these amounts are possible? Now identify potential major donors within each external constituency (corporations, foundations, and wealthy individuals)? �Special Note Discussion of these items will ideally take place in a special meeting, perhaps a retreat. This will allow ample time for discussion and thoughtful reflection. Capital Campaigns are usually the most difficult and time consuming projects undertaken by organizations. Only through thorough discussion will an organization be assured that key leaders are in agreement, and only then can the initial fund raising process begin. � 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_CC_Are-We-Ready-for-Capital-Campaign Title A name given to the resource Michigan Nonprofit Association Are we ready for Capital Campaign Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association Are we ready for Capital Campaign. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 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> https://digitalcollections.library.gvsu.edu/files/original/cacf3e3c623d8a38b3dc8c986d2ff8df.pdf a339e9c6a9ed01fccd8076e2aaab1675 PDF Text Text Michigan Non-Profit Association Capital Campaign Interim Leadership Committee Meeting March 9, 2001 9:00-10:30 A.M. AGENDA I. Campaign Leadership A. Update on recent meetings Jtt Peter Secchia (Kyle - handout) ^ Dr. Richardson (Tim) "^ - /-o^4^fe^ -3-f Community Foundation Executive Committee (Kyle) II. Update on Major Gifts Calendar - Tim Swope A. $2 million advanced, $8 million to be advanced \. C.S. Mott - $1 million — T 2. W.K. Kellogg - $1 million B. Foundations - No Report C. Corporations - No Report D. Special Gifts - No Report III. Campaign Task Calendar - Tim Swope A. B. C. D. E. F. G. LC Follow-up letters (Tim - handout) Tri-chair thank you letters (Tim - handout) CMA Impact Statements - (Tim - handout) Community Foundation Follow-up strategies (Tim) Touch points for Bill Richardson's 3/19 meeting w/foundation executives Touch points for Peter Secchia Touch points for other LC members' efforts (Tim) IV. Second Cabinet Meeting V. Next Meeting: March 23, 2001 �4> Adfe «J jftf-^L. £«* ^ t^fcf CJO^M' cSJqfc^ C^4 Tp - V • � 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_CC_2001-03-09_Leadership-Meeting Title A name given to the resource Michigan Nonprofit Association 2001-03-09 Capital Campaign leadership meeting Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association 2001-03-09 Capital Campaign leadership meeting. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 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 2001-03-09 https://digitalcollections.library.gvsu.edu/files/original/60076b5f63c2ad2ce89d4f02340110e9.pdf eebcdb84c9ec7df9981a010212555a97 PDF Text Text Foundation Gifts Division Michigan Nonprofit Association Capital Campaign Identification/Evaluation Sheet Goal: $6,500,000 Total Gifts Possible Over 3 Years Name $50,000$99,999 $100,000$199,999 $200,000+ Solicitor Comments Adrian Albion Alpena Besser Foundation Ann Arbor McKinley Foundation (Member) Battle Creek Kellogg Foundation (Member) * LaMothe Foundation * Benton Harbor Area Berrien Community Foundation * Whirlpool Foundation $1,000,000 $1,000,000 granted $5,000 Cass County Lowe Foundation Newhouse Foundation Supports Volunteerism as a field of interest 01/10/01 �Name Detroit Ameritech Foundation BCBSM Foundation (Member) Chutney Foundation* Comm. Fdn. For SE Michigan (Member) Consumers Energy Foundation (Member) Detroit Edison Foundation (Member) * Herrick Foundation Hudson- Webber Foundation (Member) Knight Foundation Kresge Foundation (Member) McGregor Fund (Member) Pistons Palace Foundation (Member) Shiftman Foundation (Member) Skillman Foundation Escanaba Comm. Found. For Delta County $50,000$99,999 $200,000+ Solicitor Comments $25,000 $100,000 $ 5,000 $50,000 $50,000 $100,000 $1,000,000 $ 250,000 $ 500,000 $ 5,000 Flint Mott (C.S.) Foundation (Member) * $1,000,000 Fremont Fremont Foundation Gerber Foundation $ 5,000 $25,000 Gaylord Otsego Comm. Foundation (Member) (VC) $ 5,000 Supports Volunteerism as a field of interest $100,000$199,999 $1,000,000 granted 01/10/01 �Name $50,000$99,999 $100,000$199,999 $200,000+ Solicitor Comments Grand Haven JSJ Grand Rapids Dyer Ives Foundation (Member) * Dykstra Charitable Foundation* Frey Foundation (Member) Grand Rapids Foundation (Member) * Steelcase Foundation $100,000 $100,000 $100,000 $100,000 Greenville Greenville Area Foundation (Member) $ 5,000 Hastings Branch Community Foundation (Member) $ 5,000 Hillsdale Hillsdale County Comm. Foundation * $ 5,000 Holland/Zeeland Miller (Philip D.) Foundation * Jackson Jackson Comm. Foundation (Member) Weatherwax Foundation Kalamazoo Kalamazoo Community Foundation * Supports Volunteerism as a field of interest $ 5,000 $ 5,000 01/10/01 �Name Lansing Comm. Fdn. - Capital Reg. (Member) (VC) $50,000$99,999 $100,000$199,999 $200,000+ Solicitor Comments $ 5,000 Mid-Michigan Dow (Herbert & Grace) Fdn. (Member) Dow (Michael & Vada) Foundation Gerstacker Foundation Strostracker Foundation Towsley Foundation $1,000,000 $ 50,000 $ 500,000 $ 250,000 $ 500,000 Monroe Comm Foundation of Monroe Co. * $ 5,000 Muskegon Comm. Fdn. For Muskegon Co. (Mbr.) (VC) $ 5,000 Sault Ste. Marie Saginaw Saginaw Community Foundation (Member) Wickes Foundation $ 5,000 Traverse City Rotary Charities Evaluator: * Supports Volunteerism as a field of interest Date: 01/10/01 � 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_CC_2001-01-12_Meeting_Foundation-Gifts-Division Title A name given to the resource Michigan Nonprofit Association 2001-01-12 Capital Campaign meeting foundation gifts division Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association 2001-01-12 Capital Campaign meeting foundation gifts division. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 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 2001-01-12 https://digitalcollections.library.gvsu.edu/files/original/6f5186b12d56044461f4dd2f344bbc81.pdf 50bd052823b642ed931b025efa864f4f PDF Text Text Corporate Gifts Division Michigan Nonprofit Association Capital Campaign Identification/Evaluation Sheet Goal: $2,500,000 Total Gifts Possible Over 3-5 Years Name $10,000$25,000 $25,000$50,000 $50,000$100,000 $100,000+ Alpena Besser Ann Arbor Tom Monaghan Battle Creek Kellogg Corporation Benton Harbor Whirlpool Corporation Detroit Arbor Drugs Arthur Anderson BankOne CoMerica Compuware Grain Communications Daimler Chrysler Deloitte Touche 01/10/01 $1,000,000 Solicitor Comments �Name Detroit/cont. Dickinson, Wright Dykema Gossett Federal Mogul Ford Motors General Motors Guardian Industries Heinz-Prector K-Mart Kelly Services Lazy Boy Masco Plante Moran Price Waterhouse Stroh's Taubman Centers The Bud Company UAW Flint Citizen's Fremont Gerber Grand Rapids Amway Corporation Foremost Insurance Meijer Corporation Old Kent Bank 01/10/01 $10,000$25,000 $25,000$50,000 $50,000$100,000 $100,000+ $1,000,000 $1,000,000 Solicitor Comments �Name Grand Rapids/continued Spartan Stores Steelcase Corporation Universal Forest Products Wolverine Worldwide $10,000$25,000 $25,000$50,000 $50,000$100,000 $100,000+ Solicitor Comments Holland/Zeeland Gentex Haworth Herman Miller Kalamazoo National City Bank Pharmacia & Upjohn Stryker Corporation Mid-Michigan Chemical Bank Dow Chemical Company Dow Corning $500,000 Muskegon GTE SPX Port Huron Semco Evaluator: 01/10/01 Date: � 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_CC_2001-01-12_Meeting_Corporate-Gifts-Division Title A name given to the resource Michigan Nonprofit Association 2001-01-12 Capital Campaign meeting corporate gifts division Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association 2001-01-12 Capital Campaign meeting corporate gifts division. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 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 2001-01-12 https://digitalcollections.library.gvsu.edu/files/original/b3e8bbe0b7af455c147bf033f10c2471.pdf 48951f276eabc2a31062532a238d9d0d PDF Text Text Tim Swope 01/12/2001 Pagel Rosalie Task Due Date S:\WINWORD\Tim\campaign task listsYTaskList 2-2.doc Logistics Status �01/12/2001 Tim Swope Page 2 Sam Task Due Date Review schedule for available dates 1/3 Schedule Post-LC Follow-up Meeting w/Chairs Hold Post-LC Followup Meeting w/Chairs 1/10 Schedule Post-LC Follow-up Meetings w/assigned LC Members Hold Post-LC Followup Meetings w/assigned LC members Issue weekly progress report 1/15 2/1 Logistics Identify dates for meetings with LC members, forward to Tim Work w/Tim and Kyle Meet with BR, ME & JC, involve appropriate staff See attached schedule 2-15 Sam, Kyle, Tim, Sandi, Tom Every Friday Report of weeks activity and results to Tim S:\WINWORD\Tim\campaign task listsYTaskList 2-2.doc Status Complete In process BRon 1/10, ME&JFC scheduled for 1/24 In Process Met w/BR In process RM on 1/10 In process Met w/RM on 1/10 �01/12/2001 Tim Swope Page3 Kyle Task Due Date Review schedule for available dates 1/3 Schedule Post-LC Follow-up Meeting w/Chairs Hold Post-LC Followup Meeting w/Chairs 1/10 Schedule Post-LC Follow-up Meetings w/assigned LC Members Hold Post-LC Followup Meetings w/assigned LC members Issue weekly progress report 1/15 2/1 Logistics Status Identify dates for meetings with LC members, forward to Tim Work w/Mary, Tim and Sam Complete Meet with BR, ME & JC, involve appropriate staff See attached schedule 2-15 Sam, Kyle, Tim, Sandi, Tom Every Friday Report of weeks activity and results to Tim In process £, BR on 1/10, ME & JFC scheduled for 1/24 In Process Met w/BR In process RMon 1/10 In process Metw/RMon 1/10 OAA HP^AAj-ft&frtAO - S:\WINWORD\Tim\campaign task HstsYTaskList 2-2.doc �01/12/2001 Tim Swope Page 4 Mary Task Due Date Logistics Status Issue video to participants 1/17 Get tapes from Tim In process S:\WINWORD\Tim\campaign task listsVTaskList 2-2.doc �01/12/2001 Tim Swope PageS Tim Task Due Date Logistics Status Staff Updates Follow-Up Letters for LCMtg Fridays (ongoing) In process Complete Post-Cab Meet Followup w/Chairs 1-15 Issue Post-LC Followup Meeting Assignments as Decided During 12-29 Conference Call Meet w/LC Members 2-2 Task List Status Report 2 letters, 1 for those in attendance and one for absent committee members Work w/Sam, Kyle, & Tom, Check w/Kyle re: BR Distribute List to Sam, Kyle, Tom, Rosalie and Mary 2-2 2/15 Review Weekly Activity Reports Ongoing, Due Fridays LC Communications 2x per month (15 lh and 30th) Follow-up to BR Mtg 1/17 Dub Vidfft 1/17 Work w/Kyle, Sam, Tom & Chairs Get written reports from Sam, Kyle, Tom, Sandi, Mary and Rosalie Monthly Newsletter from Chairs (30th), interim email from TS (15th) Fdn Strategies, SEM Strategies, SEM Prop/Ex. Sum. 5 Extra copies on hand S:\WINWORD\Tim\campaign task HstsVTaskList 2-2.doc In process Met w/BR Complete In process Met w/RM In process �01/12/2001 Tim Swope Page 6 MA Task Due Date Logistics Status Review schedule for available dates 1/3 Completed Hold Post-LC Followup Meeting w/Chairs 2/1 Schedule Post-LC Follow-up Meetings w/assigned LC Members Hold Post-LC Followup Meetings w/assigned LC members Issue weekly progress report Develop Fdn/Corp Targets 1/15 Identify dates for meetings with LC members, forward to Tim Meet with BR, ME & JC, involve appropriate staff See attached schedule 2-15 Sam, Kyle, Tim, Sandi, Tom Every Friday Report of weeks activity and results to Tim Work w/staff, topic for l/12staffmtg 1/16 S:\WINWORD\Tim\campaign task listsYTaskList 2-2.doc In process Met w?BR In process Contacted MS No activity to report In process � 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_CC_2001-01-12_Meeting_Campaign-Task-List Title A name given to the resource Michigan Nonprofit Association 2001-01-12 Capital Campaign meeting campaign task list Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association 2001-01-12 Capital Campaign meeting campaign task list. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 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 2001-01-12 https://digitalcollections.library.gvsu.edu/files/original/6e5e10136f7b0308077ec4707d5cb7d8.pdf 8534a383e4f74c6ea26dad2d663edce9 PDF Text Text Cabinet/Family Gifts Michigan Nonprofit Association Capital Campaign Identification/Evaluation Sheet Total Gifts Possible Over 3-5 Years Name Julie Cummings Fisher Carolyn Bloodworth/Consumer's Nonie Brennan Stanley Caine/Adrian College Richard Cole/BCBS Rob Collier/CMF Neeta Delaney/Jackson CF Dave Egner/Hudson- Webber Governor and Michelle Engler Eric Gilbertson/Saginaw Valley Karla Hall/Detroit Edison Judy Hooker Dottie Johnson John Lore Don Lubbers/GVSU Russ Mawby Barb Mieras/Davenport University Andrea Newman/Northwest Juan Olivarez/GRCC Terry Pruitt/Dow Corning 01/10/01 $10,000$25,000 $25,000$50,000 $50,000 $100,000 $100,000+ $150,000 $5,000 $500,000 $5,000 $5,000 Solicitor Staff Comments Over three years MCC J. Lore Cabinet CF Meet with him to determine gift amount $5,000 MCC Meet with her to determine gift amount Meet with M. Engler to determine $100,000 $5,000 $5,000 $5,000 Staff Staff MCC $5,000 MCC $5,000 MCC R. Mawby Meet with M. Engler to determine Midland Strategy �Name Judy Rapanos Patty Reynolds/Lansing CF Bill Richardson Kathy Rosnow Peter Secchia/Universal Forest Diana Sieger/GRCF Glenn Steil Judy Tymowicz 01/10/01 $10,000$25,000 $50,000 $5,000 $25,000$50,000 $50,000 $100,000 $100,000+ Solicitor CF $500,000 $5,000 M. Engler CF Discuss with M. Engler Discuss with M. Engler $100,000 $5,000 Comments Discuss w/Ranny Staff � 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_CC_2001-01-12_Meeting_Cabinet-and-Family-Gifts Title A name given to the resource Michigan Nonprofit Association 2001-01-12 Capital Campaign meeting cabinet and family gifts Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association 2001-01-12 Capital Campaign meeting cabinet and family gifts. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 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 2001-01-12 https://digitalcollections.library.gvsu.edu/files/original/209f3028b761baaece23003e968635cc.pdf 5cbfcdfa47646e4b012816881c48da2a PDF Text Text Michigan Non-Profit Association Capital Campaign Interim Leadership Committee Meeting 9:00-10:30 A.M. January 12, 2000 AGENDA I. Cabinet Meeting A. B. II. Follow up letter from Tri-Chairs Follow up plan for non-attendees Campaign Leadership A. Update on meetings with Tri-Chairs III. Continue Identification and Evaluation of Cabinet — '**••"**- jja^ „ G^v^fc 0 IV. Update on Major Gifts Calendar - Tim Swope V. VI. Campaign Task Calendar - Tim Swope Next Meeting: January 26, 2000 4024 Park East Court • Suite C • Kentwood, MI 49546 • 616.957.4706 • 1.800.569.5447 • Fax 616.957.0234 � 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_CC_2001-01-12_Meeting_Agenda Title A name given to the resource Michigan Nonprofit Association 2001-01-12 Capital Campaign meeting agenda Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association 2001-01-12 Capital Campaign meeting agenda. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 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 2001-01-12 https://digitalcollections.library.gvsu.edu/files/original/420b1a62b14120422202637d16a8dcc5.pdf 04f64f902691501674fc1b0dcd4f493b PDF Text Text Board of Trustees Michigan Nonprofit Association 2000 "Serving Michigan's nonprofit sector for over a decade" Justin King Chair Edward Blews Chair-Elect MEMORANDUM Karla Hall Secretary To: David Seaman Treasurer MNA ConnectMichigan Alliance Committee Members From: Sam Singh, President Date: Anne ROSEWARNE Immediate Past Chair Russell Mawby Chair Emeritus Diana Algra N. Charles Anderson Benjamin Bait us Thomas Bemthal Carolyn Bloodworth Aaron Cantrell Robert Collier Neeta Delaney Michelle Engler Suzanne Heath Barbara Orr Hill Sr. Monica Kostielney William Liebold Jane Marshall Ann Marston Thomas Mathieu Barbara Mieras Deborah Mikula Judy Moore Christopher Nelson Howard Newman Anne Petersen David Price Elyse Rogers Kathryn Rossow Dorothy Silk Glenn Stevens Ira Strumwasser Jeffrey Taylor John Tropman Judy Tymowicz Steve Webster Candyce Williams Mark Wilson Sam Singh President and CEO November 14, 2000 Re: MNA Alliance ConnectMichigan Committee Meeting Date Selection We are writing to request your assistance in setting up a time for an upcoming meeting of the MNA ConnectMichigan Alliance Committee. Please review the following dates and times and check each box that corresponds with your availability. Also, please note your availability for lunch from 12 p.m. - 1p.m. The meeting and lunch will take place at the University Club in Lansing. Meeting - 9:00 a.m. - 12:00 p.m. Monday, January 22. 2001 Tuesday. January 23. 2001 Wednesday. January 24, 2001 Thursday, January 25, 2001 Friday, January 26, 200 1 Available for Lunch? - 12:00 p.m. - 1:00 p.m. lD I—I LJ L) U Monday. January 22. 2001 Tuesday. January 23, 2001 Wednesday, January 24, 2001 Thursday. January 25. 2001 Friday, January 26, 2001 Name: Organization: hcsc Comments: Please fax your response to Lynn Lucas at the MNA office at 517/355-3302 November 28, 2000. We will send you notification of the meeting dates after all replies have been received. Thank you for your assistance. Please call Sam at 517/353-5038 if you have any questions. A:'Alliance Comni dale selection memo 0101 .doc AN ALLIANCE TO PROMOTE GIVING, VOLUNTEERING AND A STRONG, EFFECTIVE NONPROFIT SECTOR IN MICHIGAN 29 Kellogg Center • East Lansing, MI 48824-1022 • Phone 517/353-5038 • Fax 517/355-3302 Toll Free 888/242-7075 • Web Site http://www.mna.msu.edu Working in partnership with Volunteer Centers of Michigan and Michigan Campus Compact �Tnainsmi-t Con-F. Repor~-t Nov 16 '00 — > Singh No. 0003 Mode NORMflL Time 0'48" Pages 1 Page(s) Result 0 K 11=32 � 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_CC_2000-11-14_Alliance-ConnectMichigan-Committee-Meeting-Dates Title A name given to the resource Michigan Nonprofit Association 2000-11-14 Capital Campaign CMA committee meeting dates Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association 2000-11-14 Capital Campaign CMA committee meeting dates. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 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 2000-11-14 https://digitalcollections.library.gvsu.edu/files/original/0c01d55bfc8799ee2f9af13aae96f0f1.pdf 7ee80ff466a2a8e18768f32557b3e2d2 PDF Text Text AUG-17-2000 09=11 P.14X15 Michigan Nonprofit Association Connect Michigan Capital Campaign Tentative Campaign Schedule August - September 2000... ... Determination of final project components ... Finalize campaign elements to be funded by campaign. ... Confirmation of the elements of the Case for Support (be specific concerning needs, program enhancements and expansion, impact on constituents and the community, etc.). ... Determination of campaign organizational structure and/or segmentation strategies. ... Identification and evaluation of special donor prospects. ... Preparation of a final Case for Support, ... Penalization of solicitation action plan and timetable. October - November 2000.. ... Initiation of Special Gifts Solicitation. ,.. Implementation of the solicitation strategies among Family Division prospects (Past Board Members, Staff, etc.), ... Cultivation of constituent/community leadership through active communication about the proposed project and the impact on the constituents and on the community. ... Development/preparation of solicitation materials, �AUG-17-2000 39:11 =.15/15 November 2000 - February 2001... , , , Convene leadership cabinet to begin the campaign effort. . . . Confirmation of volunteer requirements of conducting a major campaign within specific solicitation divisions. , , . Evaluation/confirmation of general campaign strategies. . .. Advanced/challenge gift follow-up. . . Finalize recruitment and training of volunteers for Foundation. . . . Development of materials for Foundation phase. March - Ma 2001... ...) Launch the "Corporate phase" of the campaign ojoly when sufficient momentum is achieved from Advanced Gift/Foundation solicitation. . , Initiation of Business/Industry Division solicitation strategies. ... Plan initial follow-up solicitation procedures and post solicitation celebration. June- August 2001... , , . Completion of necessary follow-up to those prospects unable to respond to initial solicitation approaches. . .. Coordination of the records management needs of the campaign.fund raising programs (i.e. deferred giving efforts, annual programs, memorials, etc.). . . . Completion of follow-up strategies to complete active solicitation. ... Conduct volunteer and donor recognition, community celebrations, and leadership appreciation activities. , , , Other campaign strategies deemed necessary. , . . Report to the community and constituent groups on a successful effort. TDT^L P.15 � 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_CC_2000-08-17_Tentative-Campaign-Schedule Title A name given to the resource Michigan Nonprofit Association 2000-08-17 Capital Campaign tentative campaign schedule Creator An entity primarily responsible for making the resource Michigan Nonprofit Association Description An account of the resource Michigan Nonprofit Association 2000-08-17 Capital Campaign tentative campaign schedule. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Nonprofit Association Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 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 2000-08-17