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                    <text>MftR-13-2001

616 365 0060

CHfllRMPNS OFFICE

P. 02

Mich*!!* Kngl
Julie Fiflhrr

*&gt; «„«*
\

Cuiipaiju &lt;
0,

March 12,2001

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

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

A. J.iiuiMin
Jiilui Lotr

Dear Mr. Ambassador:

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

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

J ,iau Ohv.itvx

jrdiih Ann K.tp«noi&gt;

Jmty Tynnmifx

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

i\jlTJRT\
'

1

�.±3-2001

08=49

CHftlRMfiNS OFFICE

615 365 0060

P.03

The Honorable Peter Secchia
Page 2
March 12, 2001

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

Kyle Caldwell
Executive Director
Michigan Community Service Commission

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

*
Ot** (fitfa

"tidr

„ *A f

»%^«

- DvuHA
~ ~%*
- ^iu

TOTflL P.03

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

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

March 12,2001

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

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

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

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

Dear Mr. Ambassador:

...

liarhara Vlirras
Viiilrra I'. Nrwmaii

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

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

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

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

CiiiuiiTt Michigan Mliam-r

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

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

�The Honorable Peter Secchia
Page 2
March 12,2001

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

Kyle Caldwell
Executive Director
Michigan Community Service Commission

cc:

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

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

Fax Cover Sheet
To:

The Honorable Peter Secchia

Fax:616-365-0060

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

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

�Tr~ainsm i -t

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

916163650060

No.

0002

Mode

IMORMflL

Time

0'55"

Pages

3 Page(s)

Result

0 K

17=00

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                    <text>03 / 22 / 01

15:14

March 15. 200 1

U'059

Fax,f

.3

MNF/ VCM

@O OI

Fax II

Grand Rapids
community foundatiotl

Peter Secchia
2801 East Beltlhte, N.E.
Grand Rapids, Ml 49525

Board of Trustees

Dear Peter:

Bri;~n

0. C!r;~yd
Chairperson

l received your response back to Kyle CaidweU and started working on your questions
Janet A. H01ynes
in his memo but your memo to me really helps. Thanks!

Vit~ Chairperson

So here goes:
1) ·-- -. Names~ in ..addition to your names, bow about- Earl HoJton1 Susan
Broma~ Fred Meijer and maybe the sons. Dick Haslinger, Keviil Kabat
and/or David Wagner, Bob and Judy Hooker (just a thought given the fact
that Judy is familiar with these organizations when she created the Grand
Rapids Service Corps). Sam Cummings (some new blood), John Wheeler
(ditto on the new blood), John Kennedy, Peter Wege, Ellen Satterlee, Milt
Rohwer, Linda Patterson, Casey; nm McKay, Jim McLean, Fred Keller
(son), David Sebastian, Bob Woodrick, Kate Wolters, Jim and Donna
Brooks. There may be others but this is a good start. Many of these folies
are Involved in various programs promoting volunteerism - so perhaps we
. can get them to particip_ate because of that aspect.
."{ think "tbe hincbeon·shoUld be h~ld at 'the Amway Grand Plaza and the
Pinnacle Room seems to be conducive to a meeting such as this one.
1 definitely think this should be an invitation coming directly from the
3)
Go11ernor and Mrs. f. ogler - on tbeir official stationary. This is truly
an effort they want to see accomplished and I agree with you - if we sign
it, the financial hammer is expected - but then it is!
June stla or lldi. rme by me!
4)
I will ask my assistant Rena Guttrich to give your office a. caJI to get a time for a
.meeting! Many thanks for all your_support and enthusiasm Peter!

Sincerely,

~~
R Sieger
Diana

President
I

·.:

..
I

,---..

.. .

Z09-C Wa1~~ Building, 11!1 Ottaw&lt;~ Avcn1.1e NW. Grand Rapids. Ml49503 -2757
Tel: 616.,54.1751 fu ; 616 , 4~4.54SS e-~~Yil: grfg~r0\ln4atlon.org Wtllslte~ l.loWolol.grfoundation.etg

Samuel M. Cummings

Beverly A. Dr.a~

Richard P. H~linger
Earl D. Holton

Kevin 1. Kabat
Marilyn A. Lankfer

Charles L. Ro~
Margaret Sellers Walker
Thomas L Stevens
Praident
Diana R. Sieger

�</text>
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                    <text>To:

Michelle

From:

Janice

Date:

March 28, 2001

Re:

Phone Calls (Updated)

Calls to be made:

Jack Nasser, Ford

(313) 323-1011

Tom Celaniy (,ffud^^o^

(248) 473-7433

Bill Davidson, Guardian

(248) 340-2200 private line
(248) 340-2102 Assistant-Judy

Scott Romney

(313)465-7522
(313) 510-8522 cell phone

Assistant: Donna

Ted Taylor, Former CEO,
(561) 234-5921
Kresge Foundation (Talk about Give 5 Campaign)
Calls Completed:

Jim Garavaglia, Comerica (313) 222-3688
Assistant: Pat
Dinner confirmed with ME, Jim/Barb and Richard McLellan for March 6.
Meeting confirmed with Gene Miller, ME, Julie Cummings, and Geneva Williams for
Monday, April 23, 10:30 am -11:30 am.
Tony Earley, Detroit Edison(313) 235-8600
Assistant: Bernie
Meeting confirmed with ME, Julie Cummings, Tony Earley and Martin Taylor for
Monday, April 23, 1:00 pm-2:00 pm.
Frank Fountain, Chrysler
(248)512-4218
Assistant: Micki Radu
Meeting confirmed with ME, Julie Cummings and Frank Fountain for Wednesday,
April 18, 11:00 am - 12:00 pm.
Rod Gillum, GM
(313) 667-3538
Assistant: Kim St.Clair
Left message on 3/28 with Kim St. Clair to schedule meeting.
Rhonda Grant, Jackson Natl

(517) 702-2425

Richard McLellan

(517)374-9111

Peter Secchia (ME will email)
Met with PFS on March 1 in Grand Rapids.
Geneva Williams

(313) 226-9445

Andrea Fisher Newman
(working on rescheduling meeting between ME and Andrea)

�</text>
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                    <text>Updated by Rosalie Petrouske

Page 1

ConnectMichigan Alliance Campaign
Michigan Community Service Commission - Fund Raising Strategy

The MCSC is seeking 100% participation from the commissioners and staff in
contributions to the ConnectMichigan Alliance endowment fund.
Commissioner Strategy*
Level
Amount
Number of Givers
Total Funds
Tier I
$5,000 and up
$5,000
1
Tier II
$3,000 - $4,999
Tier ill
$1,000 - $2,999
Tier IV
$500-$999
1
$500
Other
Grand Total
2
$5,500
*The above figures include personal gifts/and or gifts brokered by commissiOners
(excluding brokered gifts by the commissioners who sit on the ConnectMichigan
Alliance Campaign Cabinet).
*Total No. of Commissioners = 22

Staff Strategy
Level
Executive Staff
Senior Staff
Program/Supj&gt;ort Staff
Grand Total

Number of Staff
1
3
13
17

C:\WINDOWS\TEMP\MCSC Strategy.doc

Number of Donors
1
1

7
9

Total Funds
$2,000
$1,000
$355
$3,355

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�Confidential (Not for distribution outside
MICHIGAN COMMUNITY

SERVICE COMMISSION

1101 Updated

Mr. Robert Collier
Council of Michigan Foundations
One South Harbor Avenue
P.O. Box 599
Grand Haven, Michigan 49417
(W)616-842-7080
Fax: 616-842-1760
email: rcollier@cmif.org

{yle Caldwell, Executive Director
/Michigan Community Service Commission
George W. Romney Building, 4th Floor
IllS . Capitol Avenue
v;
Lansing, Michigan 48909
-'
(W)517-335-4295
Fax: 517-373-4977
email: caldwellkl @state.mi.us

Ms. Karen Aldridge Eason
C. S. Mott Foundation
1200 Matt Foundation Building " '
Flint, Michigan 48503
#-0'\
(W) 810-238-5651
Fax: 810-766-1753
*Mott Foundation
email: kaldridge@mott.org

Ms. Julie F. Cummings
100 Riverfront Dr., Apt. 261 1
Detroit, Michigan 48226
(W) 313-566-0199
Fax: 313-566-9028
*LovelightFoundation
email: lovelightt@ aol.com

Mr. John W. Barfield
The Bartech Group
17199 N. Laurel Park Drive, Ste. 224
Livonia, Michigan 48152
(W)734-953-5050
::#= \
Fax:734-953-5076
*The Bartech Group
email: barfieldjw@aol.com

Mr. Arthur E. Ellis
Superintendent
Michigan Department of Education
Superintendent's Office
P.O. Box 30008
#=Lansing, Michigan 48909
·.
(W) 517-373-9235
Fax: 517-335-4565
*Michigan Department of Education
email: ellisae@s
·

Mr. Victor Begg
1264 Club Drive
Bloomfield Hills, Michigan 48302
(W) 248-334-9225
\
+-"
Fax: 248-334-9225
*Small business
email: vbegg786@aol.com

rs. Michelle Engler
Michigan Community Service Commission
George W. Romney Building, 4th Floor
111 S. Capitol Avenue
-::tP- \
Lansing, Michigan 48913
email:engler 1M@ state .mi. us

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�Ms. Christine K wak
W. K. Kellogg Foundation
One Michigan Avenue East
Battle Creek, Michigan 49017-4058
(W)616-969-2334
· Fax:616-969-2693
email: christine.kwak@wkkf.org

Ms. Nancy Lenz
Michigan National Bank
200 W. Michigan Avenue
Kalamazoo, Michigan 49007
(W)616-349-0549
Fax: 616-349-0550
*Michigan National Bank
email: nancy.lenz@nmco.com

Mr. Arend D. Lubbers
Grand Valley State University
One Campus Drive
Allendale, Michigan 49401
(W)616-895-2182
Fax:616-895-3503
email: lubbersd@gvsu.edu

Dr. Russell Mawby - Chair
8400 N. 39th Street
Augusta, Michigan 49012
(H)616-731-4638
Fax: (616)731-5914
email: NA

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Mr. Donald Newport
Alpena Community College
666 Johnson Street
Alpena, Michigan 49707
(W) 517-356-9021 ext. 246
Fax: 517-354-4316
*Alpena Community College
email: newportd@alpena.cc.mi.us

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Patricia Ryan O'Day
Marquette Monthly
424 E. Hewitt Avenue
Marquette, Michigan 49855
(W)906-226-6500
Fax: 906-226-9696
*Small Business Owner
email: poday@mail.portup.com
mmtoday@up.net

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Ms. Kari Pardoe
510 Main
Mt. Pleasant, MI 48858
(H)810-263-9066
· (S)517-772-1464
*CMU Student
email: little82@hotmail.com

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Mr. Randy Neelis
Sparta Area Schools
465 S. Union St.
Sparta, Michigan 49345
~ .3
(W) 616-887-8253
Fax: 616-887-9958
*Sparta Area School District
email: neelisr@spartaschools.org

Mr. Terry Pruitt, Jr.
1469 Allendale Drive
Saginaw, Michigan 48630
(W) 517-496-8827
Fax: 517-496-6109
*Dow Corning Corporation
email: t.pruitt@dowcorning.com

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Ms. Vivian Rogers Pickard
GM Corporation
300 Renaissance Center
P.O. Box 300
482-C27-B76
Detroit, Michigan 48265-3000
(W)313-665-2989
Fax: 313-665-0746
*Corporate Relations Rep.
email: vivian.pickard@gm.com

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�Ms. Meg Smith
RSVP of Monroe County
1623 W. Sterns Road
Temperance, Michigan 48182
-#0N)734-241-8181
Fax: 734-850-6099
*RSVP of Monroe County
email: srnithm@bedford.k12.rni.us

Y

Mr. Matthew Wesaw
3939 Mayapple Lane
Lansing, MI 48911
(W)517 -484-6772
Fax: 517-484-5825
*Michigan State Police
email: mspta@ ix.netcom.com

*

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Ethan Weinstock
430 N. Putnam Road

~~
Williamston, Michigan 48895
(H)517 -655-8088
*Williamston High School Student
email: eweinstock@ yahoo.com

Mr. Raymond W. West
United Way Community Services
Labor Department
1212 Griswold
Detroit, Michigan 48226-1899
(W) 313-226-9215
Fax: 313-226-9210
*United Way Conununity Service
email: rwest@uwcs.org

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Ms. Geneva Jones Williams
Executive Vice President and COO
United Way Community Services
1212 Griswold
Detroit, Michigan 48226-1899
(W) 313-226-9444
Fax:313-226-9339
*United Way Community Services
email: gwillia@uwcs.org

::#. 3

3

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                    <text>From the desk of.

Kyle Caldwell
Date:

1!rJ/o/
FYI--Rev·tew &amp; Discard

V. /

Review&amp;R etum
Review &amp; H andle

-

Urgent Action

-

File

-

Other

Conunents·

�Gene Miller April 23Visit Report

Page 1 of 1

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

Gene Miller

Chairman, President and Chief Executive Officer
Comerica Incorporated and Comerica Bank

Meeting Date:

April 23, 2001

Attendees:

Michelle Engler, First Lady of Michigan
Geneva Jones Williams, COO United Way Community
Services

Topic(s) of Discussion:

Comerica's Contribution to the CM A Campaign and the
role of the banking industry in the CM A Campaign

Notes:

Briefed Mr. Miller on the ConnectMichigan Alliance
Campaign and sought his advice and assistance in forming
a Banking strategy as part of the corporate component of
the campaign. Mr. Miller did not see a "banking" strategy
as a viable option, but was willing to entertain a request on
how Comerica could participate in the CMA campaign.
Requested a gift of $500,000 Comerica.
Miller requested an explanation of CRCF investment
strategy to ensure that Comerica funds were part of their
endowment strategy.

Pledge/Gift Received:

No activity at this time

Staff Assigned:

Kyle Caldwell (However, Mr. Miller asked that staff not be
part of the meeting)

Action Steps:

Follow up to this initial visit.

Task
Investigate investment
strategy and ensure that
CRCF has funds with
Comerica

Due Date
ASAP

Status
KC determined that there
was some funding with
Comerica, but that of the
three banks Patti is working
with, Comerica is the most
difficult.
Informed Comerica of

�Gene Miller April 23Visit Report

Send thank you
correspondence from ME
Follow up w/ Comerica
Staff to gauge interest

April 30, 2001
KC called and was told that,
"We have everything we
need."

Page 2 of2

investment strategy.
Completed
Completed

�July 13, 2001
(Draft)
ConnectMichigan Alliance Meeting w/ Gene Miller
Monday, April 23, 2001
Comerica, Inc.
Corporate Headquarters
Comerica Tower at Detroit Center
500 Woodward Avenue, M/C 3391
Detroit, Michigan 48226
10:30 a.m. to 11:30 a.m.
FROM: Kyle Caldwell, Exec. Dir. MCSC

I.

PURPOSE
Brief Mr. Miller on the ConnectMichigan Alliance Campaign and seek his advice and assistance in
forming a Banking strategy as part of the corporate component of the campaign. Also, seek his
advice on securing a $500,000 dollar commitment from Comerica and $250,000 from McGregor
Fund (Mr. Miller sits on the board for the McGregor Fund).

II.

BACKGROUND
The ConnectMichigan Alliance Campaign has a goal of $20 million for a statewide endowment to
permanently provide support for Michigan's volunteers. The State of Michigan has offered a $10
million in the form of a challenge grant (until Nov. of 2002) toward which $2 million has been
secured.
The Campaign has a three-pronged strategy:
Foundations—statewide the CMA is seeking $4.5-6.5 million
Corporations—statewide the CMA is seeking $2.5-4 million
Individuals—statewide the CMA is seeking $1.5-3 million
We need to develop a strategy for the banking industry and help ramping up the foundation world.
What we specifically need from Mr. Miller is his insights into the banking and financial service
industry and how they might be approached.
The Corporate/Banking Strategy is targeting mostly those organizations with which we have
existing relationships or that we know fund volunteerism. Currently, we are making rounds to the
Big Three Automakers and DTE, but we would like also to make inroads into BankOne,
Compuware and the auto suppliers.
The Foundation Strategy has been formed which seeks six million and we have secured $2 million
(W.K. Kellogg and C.S. Mott Foundations) toward that goal with two of three leader organizations
secured. Only Kresge is remaining and will be approached at the $1 million level.

�The Individuals Strategy is developing and will include prominent Southeastern Michigan residents.
This is the final component of the campaign to be developed.
Other Information—Peter Cummings, Max Fisher, and other friends to the field sit on the board of
directors for Comerica and therefore should be mentioned as friends as well as prospects (see list
attached).
m.

PARTICIPANTS
Michelle Engler, First Lady of Michigan
Gene Miller, Chairman, President and Chief Executive Officer
Comerica Incorporated and Comerica Bank
Julie F. Cummings, Lovelight Foundation
Geneva Jones Williams, United Way Community Services
Tom Monaghan, Monaghan Associates, Inc. (unconfirmed)
Kyle Caldwell, Michigan Community Service Commission (staff)

IV.

PRESS PLAN
N/A

V.

REMARKS
N/A

VI.

EVENT SCENARIO
Mrs. Engler will introduce the participants and the general concept for the ConnectMichigan
Alliance (i.e. that several statewide organizations are forming an endowment for volunteerism to
provide support and coordination in perpetuity).
After the general concept is introduced, Mrs. Engler will ask Mr. Caldwell and Mr. Monaghan to
explain the scope and progress of the campaign and then Ms. Cummings and Ms. Williams will
explain how this campaign helps connect corporate philanthropy with community support through
this endowment (i.e. this will provide support to the places where employees give their time talent
and resources) and how Detroit will be a major focus of the resources and policy of the
ConnectMichigan Alliance Board (important to emphasize that Virgil Carr is joining the board and
that he and United Way Community Services are supportive of the CMA).
Mrs. Engler will then ask Mr. Miller's advice on approaching the Comerica for a $500,000 gift
AND strategies for approaching BankOne and the McGregor Fund.
Mr. Caldwell will leave behind the ConnectMichigan Campaign brochure and have other materials
ready just in case.
In preparation for any questions, an impact brief is attached that quickly explains potential impact
once the fund goal is reached.

�CM A Impact on MMgm
Summary
The ConnectMichigan Alliance Campaign ensures the strength and stability of support for
Michigan's volunteers. Through a $20 million endowment, the combined forces of the Michigan
Campus Compact (MCC), Michigan Community Service Commission (MCSQ, Michigan
Nonprofit Association (MNA) and the Volunteer Centers of Michigan (VCM) permanently
sustains and expands the "volunteer infrastructure" for which Michigan is known and heralded.
All of the partners of this initiative have developed innovative approaches to working effectively
on a statewide level with varied constituencies and serve as national models of best practices.
Once the campaign is completed, the ConnectMichigan Alliance (CMA) begins to achieve its
goal of providing avenues for every Michigan citizen to serve their community through volunteer
service and civic action. This goal is met by:
•
•
•
•

Providing access to a strong and healthy Volunteer Center for every Michigan
resident;
Having every Michigan college and university encourage citizen service &amp; learning
among its students, faculty and staff;
Building strong nonprofits to meet our communities' most pressing social,
charitable, economic, cultural, educational, faith-based, and civic needs; and
Maximizing state and federal government resources to empower communities to
address their local challenges.

In creating CMA, the four founding partners, MCC MCSQ MNA and VCM, have created a
synergistic application of their services that results in a seamless delivery of support services and
programs to volunteer and service-learning initiatives throughout the state. While MNA and
MCSC will remain separate entities, they will share a central location with CMA, which will
reduce administrative expenses and duplication of services. This arrangement, which is modeled
after successful reorganization strategies in the private-for-profit sector, enhances technological
capacity and customer service models of the partners.
CMA is a statewide initiative. The state of Michigan provided a $10 million challenge grant ($1:
$1) toward this initiative. The C. S. Mott Foundation and the W. K. Kellogg Foundation each
responded to the challenge with lead gifts of $1 million. The remaining $8 million will be
developed over the next twelve months through multiple-year pledges and one-time gifts.

�What will be the impact?
Challenge:

Currently, many Michigan citizens are unable to access a volunteer center— places where our
individuals and organizations work to match volunteer opportunities with the right
individual. Only 54 Michigan counties are currently served by a Volunteer Center.

CMA Goal:

Increase Access to Volunteer/Civic Engagement Initiatives through Volunteer
Centers for All Michigan Citizens

Method:

Bolster the forces of the Volunteer Centers of Michigan through increased membership,
outreach services and site development activities in a substantially different way than could
be supported by a dues only supported organization.

Impact:

All of Michigan's 83 counties will be served by a local Volunteer Center and thereby
providing universal access for every Michigan citizen to serve.

Challenge:

Volunteer Centers have limited access to fund advancement professionals.

Goal:

Increase Long-term Financial Capacity of Local Volunteer Centers

Method:

Provide training and technical assistance to Volunteer Centers and their boards in the areas
of nonprofit best practices, fundraising, and board development.

Impact:

Local Volunteer Centers will become financially viable nonprofit organizations through the
provision of technical assistance in the development of annual fund advancement plans, and
enhanced efforts to build local endowments.

Challenge:

Accessibility to volunteer opportunities and support is limited by the strength and depth of
leadership in a community. Often leadership involves the same pool of volunteers and
leaders who either move on or "burn out," leaving the organization without strong and long
term support.

Goal:

Increase Access to Professional Development Opportunities for Staff and Boards of
Volunteer-based Nonprofits to Deepen the Leadership in a Community.

Method:

Support a regional network of training and technical assistance providers than can deliver
high quality services at a reasonable cost to local volunteer-based organizations.

Impact:

Local organization will have a more skilled and dedicated volunteer base because of
increased access to regional professional development workshops and seminars

�Challenge:

Nonprofits and volunteer-based organizations have been unable to stay ahead of emerging
trends due to their inaccessibility to technical assistance and financial resources.

Goal:

Improve the Quality of Life in Every Michigan Community with Improved
Nonprofits— the Engines of Civic Engagement in Local Communities

Method:

Provide grants, conferences and meeting opportunities to local nonprofits to strategically
develop long-term solutions to community problems using service and volunteerism as
strategies.

Impact:

Local organizations will have access to resources necessary to convene local partners in the
development of market-specific programming that encourages youth volunteerism, family
volunteerism, rural business volunteer councils, and urban corporate volunteer councils.

Challenge:

Citizenship, giving, civic engagement and an the ethic of giving back are not the
indoctrinating principles our society's institutions and communities instill as they once did.
New ways need to be found to instill these values.

Goal:

Increase the Capacity for Personal and Educational Success of Children and
Adolescents

Method:

Highlight service-learning as a viable and valuable teaching methodology with students,
teachers and parents through school partnerships, after-school programs, teacher in-services.

Impact:

Local Volunteer Centers will develop service-learning and civic engagement programming
promoting participation of children in grades K-12.

Challenge:

Only thirty-five of the state's post-secondary educational institutions have demonstrated
their commitment to promoting more civically engaged students, faculty and administrators
by committing to the Michigan Campus Compact.

Goal:

Increase the Capacity for Success and Community Involvement of Young Adults
Entering the Workforce.

Method:

Recruit more higher education chief executives to join the Campus Compact and provide
increased services and resources to faculty and students.

Impact:

Michigan Campus Compact (MCC) will increase service learning and civic engagement
programming to reach sixty-five post-secondary educational institutions.

Challenge:

A number of events, programs and activities are conducted around the state to promote
volunteerism, but they are scattered and not universally supported in every Michigan
community.

Goal:

Improve the Quality of Life in Communities Throughout Michigan while
Demonstrating and Promoting the Power of Volunteerism.

�Method:

Develop a state calendar of national service days which are highlighted, promoted and
coordinated throughout the ConnectMichigan Alliance.

Impact:

State level and local organizations will have increased capacity to engage all of Michigan's
local communities in civic engagement programming that includes, but is not limited to,
America's Promise, Make A Difference Day, National Volunteer Week, and Youth Service
Day.

Challenge:

The tools and terms used to describe the effective means of volunteer community problem
solving are not understood and therefore insufficiently supported.

Goal:

Increase Visibility of the Positive Impacts of Service-Learning, Qvic
Engagement and Volunteerism

Method:

Devote human and financial resources toward improving promotional materials,
media and access to media markets for ConnectMichigan Alliance and the field
of nonprofits and volunteer-based organizations.

Impact:

State level and local organizations will have increased capacity to promote
initiatives and recognize the impact of individuals and groups that participate in
service-learning, civic engagement and volunteerism in communities throughout
Michigan.

�EUGENE A. MILLER
Eugene A. Miller ischairman, president and chief executive officer of Comerica Incorporated and Comerica
Bank. He also serves as a director of both organizations and is chairman of Comerica's Management
Council.
Mr, Miller's banking career began in 1955 with The Detroit Bank, forerunner of Comerica Bank. He rose
to chairman, president and chief executive officer of Comerica Incorporated and Comerica Bank prior to
the 1992 merger of Comerica Incorporated and Manufacturers National Corporation. Mr. Miller served as
president and chief operating officer of Comerica incorporated, and chairman and chief executive officer
of Comerica Bank following the merger. He became chairman and chief executive officer of Comerica
Incorporated in July 1993. Mr. Miller was appointed to the additional position of president in June 1999.
Mr. Miller earned a bachelor of business administration degree with honors from the Detroit Institute of
Technology.
Business and community affiliations
Chairman, Detroit Renaissance
Chairman Elect, Financial Services Roundtable
Vice Chairman and Trustee, Cranbrook Educational Community
Director:
American Bankers Association
Amerisure Companies
Comerica Incorporated/Comerica Bank
DTE Energy Company/The Detroit Edison Company
Economic Club of Detroit
Financial Services Roundtable
International Monetary Conference (IMC)
McGregor Fund
United Way Community Services
Former Vice President, Federal Advisory Council to the Federal Reserve System Board of Governors
Past Chairman, Association of Bank Holding Companies
Past Chairman, Detroit Medical Center
Past Chairman, Economic Club of Detroit
Past Chairman, United Way Community Services
Past Chairman. Concerned Citizens for the Arts in Michigan
Past Co-Chairman, American Bankers Council
Past Chairman, Japan America Society of Greater Detroit and Windsor
Honors
Newsmaker of the Year (2000), Grain's Detroit Business
Executive of the Year (1999). Detroit Executive's Association
Banker of the Year (1999), Michigan Bankers Association
Great American Traditions Award (1992), B'nai B'rith International
Honorary Doctor of Science in Business Administration from Cleary College
February 2001

: 60

�CMA Impact on Michigan
Summary
The ConnectMichigan Alliance Campaign ensures the strength and stability of support for
Michigan's volunteers. Through a $20 million endowment, the combined forces of the Michigan
Campus Compact (MCC), Michigan Community Service Commission (MCSC), Michigan
Nonprofit Association (MNA) and the Volunteer Centers of Michigan (VCM) permanently
sustains and expands the "volunteer infrastructure" for which Michigan is known and heralded.
All of the partners of this initiative have developed innovative approaches to working effectively
on a statewide level with varied constituencies and serve as national models of best practices.
Once the campaign is completed, the ConnectMichigan Alliance (CMA) begins to achieve its
goal of providing avenues for every Michigan citizen to serve their community through volunteer
service and civic action. This goal is met by:
•
•
•
•

Providing access to a strong and healthy Volunteer Center for every Michigan
resident;
Having every Michigan college and university encourage citizen service &amp; learning
among its students, faculty and staff;
Building strong nonprofits to meet our communities' most pressing social,
charitable, economic, cultural, educational, faith-based, and civic needs; and
Maximizing state and federal government resources to empower communities to
address their local challenges.

In creating CMA, the four founding partners, MCC, MCSC, MNA and VCM, have created a
synergistic application of their services that results in a seamless delivery of support services and
programs to volunteer and service-learning initiatives throughout the state. While MNA and
MCSC will remain separate entities, they will share a central location with CMA, which will
reduce administrative expenses and duplication of services. This arrangement, which is modeled
after successful reorganization strategies in the private-for-profit sector, enhances technological
capacity and customer service models of the partners.
CMA is a statewide initiative. The state of Michigan provided a $10 million challenge grant ($1:
$ 1) toward this initiative. The C. S. Mott Foundation and the W. K. Kellogg Foundation each
responded to the challenge with lead gifts of $1 million. The remaining $8 million will be
developed over the next twelve months through multiple-year pledges and one-time gifts.

�What will be the impact?
Challenge:

Currently, many Michigan citizens are unable to access a volunteer center— places where our
individuals and organizations work to match volunteer opportunities with the right
individual. Only 54 Michigan counties are currently served by a Volunteer Center.

CMA Goal:

Increase Access to Volunteer/Civic Engagement Initiatives through Volunteer
Centers for All Michigan Citizens

Method:

Bolster the forces of the Volunteer Centers of Michigan through increased membership,
outreach services and site development activities in a substantially different way than could
be supported by a dues only supported organization.

Impact:

All of Michigan's 83 counties will be served by a local Volunteer Center and thereby
providing universal access for every Michigan citizen to serve.

Challenge:

Volunteer Centers have limited access to fund advancement professionals.

Goal:

Increase Long-term Financial Capacity of Local Volunteer Centers

Method:

Provide training and technical assistance to Volunteer Centers and their boards in the areas
of nonprofit best practices, fundraismg, and board development.

Impact:

Local Volunteer Centers will become financially viable nonprofit organizations through the
provision of technical assistance in the development of annual fund advancement plans, and
enhanced efforts to build local endowments.

Challenge:

Accessibility to volunteer opportunities and support is limited by the strength and depth of
leadership in a community. Often leadership involves the same pool of volunteers and
leaders who either move on or "burn out," leaving the organization without strong and long
term support.

Goal:

Increase Access to Professional Development Opportunities for Staff and Boards of
Volunteer-based Nonprofits to Deepen the Leadership in a Community.

Method:

Support a regional network of training and technical assistance providers than can deliver
high quality services at a reasonable cost to local volunteer-based organizations.

Impact:

Local organization will have a more skilled and dedicated volunteer base because of
increased access to regional professional development workshops and seminars

�Challenge:

Nonprofits and volunteer-based organizations have been unable to stay ahead of emerging
trends due to their inaccessibility to technical assistance and financial resources.

Goal:

Improve the Quality of Life in Every Michigan Community with Improved
Nonprofits— the Engines of Civic Engagement in Local Communities

Method:

Provide grants, conferences and meeting opportunities to local nonprofits to strategically
develop long-term solutions to community problems using service and volunteerism as
strategies.

Impact:

Local organizations will have access to resources necessary to convene local partners in the
development of market-specific programming that encourages youth volunteerism, family
volunteerism, rural business volunteer councils, and urban corporate volunteer councils.

Challenge:

Citizenship, giving, civic engagement and an the ethic of giving back are not the
indoctrinating principles our society's institutions and communities instill as they once did.
New ways need to be found to instill these values.

Goal:

Increase the Capacity for Personal and Educational Success of Children and
Adolescents

Method:

Highlight service-learning as a viable and valuable teaching methodology with students,
teachers and parents through school partnerships, after-school programs, teacher in-services.

Impact:

Local Volunteer Centers will develop service-learning and civic engagement programming
promoting participation of children in grades K-12.

Challenge:

Only thirty-five of the state's post-secondary educational institutions have demonstrated
their commitment to promoting more civically engaged students, faculty and administrators
by committing to the Michigan Campus Compact.

Goal:

Increase the Capacity for Success and Community Involvement of Young Adults
Entering the Workforce.

Method:

Recruit more higher education chief executives to join the Campus Compact and provide
increased services and resources to faculty and students.

Impact:

Michigan Campus Compact (MCC) will increase service learning and civic engagement
programming to reach sixty-five post-secondary educational institutions.

Challenge:

A number of events, programs and activities are conducted around the state to promote
volunteerism, but they are scattered and not universally supported in every Michigan
community.

Goal:

Improve the Quality of Life in Communities Throughout Michigan while
Demonstrating and Promoting the Power of Volunteerism.

�Method:

Develop a state calendar of national service days which are highlighted, promoted and
coordinated throughout the ConnectMichigan Alliance.

Impact:

State level and local organizations will have increased capacity to engage all of Michigan's
local communities in civic engagement programming that includes, but is not limited to,
America's Promise, Make A Difference Day, National Volunteer Week, and Youth Service
Day.

Challenge:

The tools and terms used to describe the effective means of volunteer community problem
solving are not understood and therefore insufficiently supported.

Goal:

Increase Visibility of the Positive Impacts of Service-Learning, Civic
Engagement and Volunteerism

Method:

Devote human and financial resources toward improving promotional materials,
media and access to media markets for ConnectMichigan Alliance and the field
of nonprofits and volunteer-based organizations.

Impact:

State level and local organizations will have increased capacity to promote
initiatives and recognize the impact of individuals and groups that participate in
service-learning, civic engagement and volunteerism in communities throughout
Michigan.

�About Comerica: Board of Directors

Comerica Incorporated Board of Directors
Lillian Bauder, Ph.D
Vice President
Corporate Affairs
Masco Corp.
James F. Cordes
Former Executive Vice President
The Coastal Corporation
Peter D. Cummings
President
Peter D. Cummings &amp; Associates
J. Philip DiNapoli
Managing Partner
DINAPOLI COMPANIES, Inc.
Anthony F. Earley Jr.
Chairman and Chief Executive Officer
DTE Energy Corporation
Max M. Fisher
Investor
Roger Fridholm
President
St. Clair Group
Todd W. Herrick
President and Chief Executive Officer
Tecumseh Products Company
David Baker Lewis
Chairman
Lewis &amp; Munday, P.C.
John D. Lewis
Vice Chairman
Comerica Incorporated and
Comerica Bank
Wayne B. Lyon
Chairman
Lifestyle Furnishings International, Inc.
Eugene A. Miller

Chairman, President and Chief Executive Officer
Comerica Incorporated and Comerica Bank
Alfred A. Piergallini
Chairman, President and Chief Executive Officer

�Norvatis Consumer Health Worldwide
John W. Porter, Ph.D.
Chief Executive Officer
Urban Education Alliance, Inc.
Heinz C. Prechter
Chairman and Founder
ASC Incorporated
Howard F. Sims
Chairman
Sims-Varner &amp; Associates
Robert S. Taubman
President and Chief Executive Officer
Taubman Centers, Inc.
William P. Vititoe
Consultant; Former Chairman and Chief Executive Officer
Washington Energy Corp.
Martin D. Walker
Principal
MORWAL Investments
Patricia M. Wallington
President
CIO Associates
Gail L. Warden
President and Chief Executive Officer
Henry Ford Health System
Kenneth L. Way
Chairman and Chief Executive Officer
Lear Corporation

Comerica Bank
Comerica Bank-California
Comerica Bank-Texas
Members FDIC
Equal Opportunity Lenders
Not all products and services are offered in all states.
Legal Matters. Warnings ana Disclosures
Privacy Principles and Idi-mtiiy Thsrt
Security Informalion

�14] 00 2

04 127 101

MNF / VGM

14 : 07

Jamet Dimon c••

L•ban P. Jackson, Jr,I1J

David e. Novak

Ch81rrnan and Chief
Executiv$ Officer

Chairm:;ll'l and
Chief Executivs Officar
Cl$or Creek Properties. Inc.
!Raal est!!te development)

Chairmanll!nd
Chi of Executive Officer
Tricon Global Res~urants, Inc
!Rr:st~urant operations)

CMirman of tl':e Board

John W. Kee•ler c••

Joho

Sara Lee Corporation
!Consumer products!

Cnaim1ar.

Chairm&lt;~ n

6ANK ONE CORPOIIAiJO N

Johe H. 8ry•11111

The New Albi!lny

w. Rosers, Jr.n.IJ

11nd
Chief Executive Office.·

Co m p~ny

(Real estate develoomcm:)

Ariel Capitill Management, Inc.

Gener2l Partner

Rlehard A. Manoo8iBII 101

(Institutional nnoney
rmmagement)

i-IMry Crl)wn and Compeny

Chairman and
Chi"f E.;&lt;ect,~tive Officer
Masco CorPQtatian
(Oiversif;e.d manufllctvrer)

J•mes S.

Crownlt.&gt;J

{Not Incorporated)

(Diversified inve$!rnentSl
Dr. Ma11ceen A. P'ay, Q , p, IU .4t

President
UniversitY o1 Detrc1it Mercy

!Education)

William T. r.tcCormick. Jr, ttt
Cha•rman ~nd
O tl.!lf Exec1.1tive Officer

frederick P. Str•ttoll, Jr."· 11
Chairman and

Chief Executive Officer
Elriggs &amp; Stratton Corporation
• (Engine manufact1.1rer)
Robert D.

CMS Energy Corporation
John R. Htll •~· ·•

Retired Chait·msn
11nd Chief Executive Offccer
Ash land. Inc.
tC': emlcal refiner,
m~nufacturer and cir,tritiutor)

IDivorsified energy)
Heldi G.

Millt~rw

Walttr"·••

Chairman and

·Chief E11:ecutivfi! Officer
Cardinal Health, Inc.
(F'harmo,ceutlcal services}

VicE:! Chairman
M~rsh, In-c.
_('nsur.ance and
pr..fessiona l services)

1

Mnnber of rht Audit lhld
Risk Ma1UifBmelll Committ~•

2 Mtmber

o.f the Or:11ni:ation,

COHtp.tmllli&lt;:m a"d

Nom.lmrtl&gt;t8

Committe~

• M~~mbe-r of zile Publi~

Jl.e$f1onsibility Committse
4

SAN :K O NE Ct'lRPO~ATI (' N

Mllltlbtr &lt;;f the &amp;t!CUtivt Committ•il!

�</text>
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Statement of Financial Activities
April 30, 2001
Challenge Fund

BEGINNING BALANCE 1/1/2001

$ 10,000,000.00

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Interest Income on Investments
Total Additions

87,631.78
87,631.78

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Grants
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$

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Statement of Financial Activities
April 30, 2001
ConnectMichigan Alliance Endowment Fund

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ADDITIONS:
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Pledge Gifts-Principal
Realized Gain on Investments
Unrealized Gain on Investments
Interest Income on Investments
Total Additions
DISTRIBUTIONS AND EXPENSES:
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Total Distributions and Expenses
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4,675.00
37,800.00
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672.00
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$ 2,022,152.34

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C onnectMi/^higan
MEMORANDUM
Campaign Tri-Chairs
Michelle Engler

TO:

J u l i e Fisher Cummin;;?

Albert P. Taylor, First Vice President
Executive Administration
Treasurer Comerica Foundation

W i l l i a m C. Richardson
Campaign Cabinet
Edward 0. Bleus

FROM:

Kyle Caldwell, Ex Officio Member of the Board of Trustees
ConnectMichigan Alliance

Carolyn Bloodworth
Nonie Bremian
Stanley P. Caine

RE:

ConnectMichigan Alliance Endowment Investment Plan

Richard Cole
Robert Collier
Neeta Delaney

DATE:

Wednesday, May 02, 2001

CC:

Patricia Reynolds, Capitol Region Community Foundation

David 0. K::ner
Krir H. (jdbcrtson
Karla Hall
Dorothy \ John-..HI
John Lore

This memo and attachment explain the investment strategy for the
ConnectMichigan Alliance Endowment fund at the Capital Region Community
Foundation (CRCF). A copy of the investment policy for the CRCF is attached
for your review.

An-n.l I). LubberRussell G. Maw by
Barbara \licraAndrea K Newman
,1 nan ()li\/
Joel ()ro.-y.

The CRCF currently invests its permanently endowed dollars with three area bank
trust departments: Comerica, National City, and Michigan National (Standard
Federal). Of particular interest should be a CRCF policy which reads:

Terry I'ruilt
J u d i t h Ann Kapanos
I'alrieia ReynoldAnne Rosewarne
k a t h r y u Ros-ow

"It is the intent of the Trustees that funds donated to the Foundation,
currently in trust with a financial institution, shall remain at that
institution."

Peter Secrhia
Diana Sicirer
J ud\\u ic/

While the funds we will be soliciting are (for the most part) not in trust, the spirit
behind this policy was to "not hurt" financial institutions by transferring
funds to the community foundation. Therefore, when we are dealing with a
financial institution that is considering a "significant" gift, donors may
donate knowing that they need not "lose" the management of the funds.
This, by law, may not be a permanent guarantee of course, as CRCF's Board
of Trustees has ultimate control over any and all invested dollars and must
carry out their fiduciary responsibility.
Please feel free to contact me at 517-335-1013 should you have any questions.

Connect Michigan \lliance I'.O. Ho\J l.an-in;:. Michigan t!;')0')-2(H) I • phone !!,';!!-2 I2-707."&gt; fax ."&gt; I 7-2 H-.•?&lt;"(&gt;'&gt;
l i u i l d o i ^ . Nreiiuliriiin:: and IMM -liiii iii M i e l i i ^ a u I cmminnilieA |Kirtuerslii|i of: Michigan Campus Com pact. Michigan (ionium nil \\e Co in mi-.-ion. Michigan Nonprofii Wociation. Nohinlei'i- Center-, of Michigan

�THE CAPITAL REGION COMMUNITY FOUNDATION
INVESTMENT POLICY STATEMENT AND SPENDING
GUIDELINES
PURPOSE

The Capital Region Community Foundation (hereinafter, "Foundation") has been organized as a
vehicle for flexible charitable giving, with the principal objective of accepting donations to
establish permanent endowment funds. Following the spending policy detailed later, dollars are
made available for current and future community needs. These assets are to be invested in a
manner consistent with statutory fiduciary responsibilities.
The purpose of this Investment Policy Statement is to establish a clear understanding of the
philosophy and the investment objectives for The Foundation. This document will further
describe the standards that will be utilized by the Finance Committee in monitoring investment
performance, as well as, serve as a guideline for any investment manager retained.

SCOPE
This Investment Policy Statement applies only to those assets for which the investment manager
and the Finance Committee have discretionary authority.

FINANCE COMMITTEE
The Finance Committee is responsible for recommending investment policies and strategies,
trustees, investment managers and/or advisors, and other fiduciaries, and monitoring the
performance of the trustees, managers, advisors and other fiduciaries.

IMPLEMENTATION OF INVESTMENT POLICIES
The investment policies of the Foundation will be carried out by means of investment strategies
that reflect continuous evaluation of changing investment environments, judgment regarding the
allocation of The Foundation's assets among different kinds of investment opportunities,
identification of appropriate investment vehicles, and the making of specific investment decisions.

STANDARD OF INVESTMENT JUDGMENT
In seeking to attain the investment objectives set forth in this statement, the Finance Committee
shall exercise prudence and appropriate care.

SPENDING POLICY
Spending Rate for Distribution
A recent study conducted by DeMarche Associates for the Council on Foundations illustrated the
impact of different spending policies over time on the assets of a foundation. The study compared

�the performance of three hypothetical foundations with different payout percentages (5%, 6%,
covering the period from 1950 - 1994. Each foundation starts with a million dollars and has the
identical portfolio that is typical of foundations. The findings showed that by the end of 1994, the
charitable payout of the 5% foundation would be 27.4% more than the 6% foundation and 67.2%
more than the 7% foundation. The 5% payout foundation had increased its assets thereby
preserving its purchasing power and had paid out more in grants than the other two foundations
who had paid less in grants and significantly reduced its purchasing power.
Asset Base Calculation
The amount to be spent in the coming year is calculated each December 31st or the month
preceding the end of the agency's fiscal year. This is reviewed and approved by the Finance
Committee annually. The calculation is as follows:
a.
b.

A 12 quarter rolling average of the market value is determined.
The amount to be spent will be 5% of the market value calculated in "a" above.

Income available for spending is determined by a total return system. The "income" that may be
spent, as determined in this paragraph, may be drawn from both ordinary income earned (i.e.,
dividends, interest, rents, royalties, etc.) and appreciation, both earned and unearned. All income
and appreciation not needed to meet spending needs is credited directly to the Foundation and
invested in the investment pools.
Spending Guideline Resolution
Be it resolved that beginning January 1,1998 the spending rate for permanent component
funds held by the Foundation will be equal to 5% of the average quarterly market value
over the preceding 12 quarters. Dollars available for granting shall be equal to the 5%
spending rate minus Foundation fees and direct expenses.
For practical reasons, this spending rate will not apply to funds which are considered nonpermanent or other short-term funds or funds which hold closely-held securities or other
investments which cannot be pooled for investment purposes. Short-term gifts will be distributed
according to the provisions of their respective gift instruments. For funds which hold closely-held
securities and other income generating investments which cannot be pooled, the actual income
generated will be made available as the spending amount. Funds which hold non-incomegenerating assets (life insurance policies, etc.) will continue to hold those assets intact; these assets
will not generate a spending amount until they are mature or are converted into marketable
securities.

INVESTMENT OBJECTIVES &amp; PHILOSOPHY

A. The primary objective of the permanent investments will be to provide for long-term growth
of principal and income without undue exposure to risk to enable the Foundation to make
grants on a continuing and reasonably consistent basis.
B. Therefore, the focus will be on consistent long-term capital appreciation, with income
generation as a secondary consideration.
C. More specifically, the Finance Committee seeks returns during a full market cycle that are
large enough to preserve and enhance the real, inflation adjusted purchasing power of the
Foundation's assets, while also considering the current spending requirements.
D. In pursuing this objective, the Finance Committee endeavors to achieve total returns that, over
time, are better than the relevant market averages.

�E. The Finance Committee does not expect that in each and every year the investment objective
referred to above will necessarily be achieved.
TIME HORIZON

To allow for the normal ups and downs of the market in the short term, it is intended that the
following Specific Performance objectives will be achieved by the investment manager(s) over a
5-year moving period, net of investment management fees. Nevertheless, the Finance Committee
reserves the right to evaluate and make any necessary changes regarding the investment manager
over a shorter term using the criteria established in the "Evaluation of Investment Manager"
section of this statement.

ASSET ALLOCATION OF PERMANENT FUNDS

Deliberate management of the asset mix among classes of investments available to the Foundation
is both a necessary and desirable responsibility. In the allocation of assets, diversification of
investments among asset classes that are not similarly affected by economic, political, or social
developments is a highly desirable objective. The diversification does not necessarily depend
upon the number of industries or companies in a portfolio or their particular location, but rather
upon the broad nature of such investments and of the factors that may influence them.
In making asset allocation judgments, the Finance Committee is not expected to seek to "time"
subtle changes in financial markets, or that frequent or minor adjustments would be needed.
Instead, the Finance Committee is expected to develop and adopt expressed guidelines for broad
allocations on a long-term basis, in light of current and projected investment environments.
To insure broad diversification in the long-term investment portfolios among the major categories
of investments, asset allocation, as a percent of the total market value of the total long-term
portfolio, will be set with the following target percentage and within the following ranges:

Total Foundation

Tvpe of Securities
Equities
Domestic Large Cap
Domestic Small Cap
International
Fixed Income
Cash

Equity
Manager

Fixed Income
Manager

Target

Range

Range

Range

45%

10%

40-60%
5-15%

90-100%
90-100%

0%
0%

10%

5-15%

90-100%

0%

35%

20-40%

0%

-

-

90-100%
0-10%

0-10%

The Foundation seeks to achieve an equal balance between value and growth equities.

�INVESTMENT STRATEGIES
A. Permanent Funds: The permanent funds of the Foundation shall be invested under a master
custodian relationship with one or more financial institutions. The emphasis shall be on longterm growth without undue exposure to risk. Consideration in selecting and retaining a
manager of permanent funds will encompass success in meeting expected rate of return,
service capacity and fees charged for investment services provided.
B. Non-Permanent Funds and Temporary Cash Investments: Investment of non-permanent and
temporary cash (including grants payable) funds shall reflect the need for the preservation of
capital and liquidity, with a secondary emphasis upon maximization of investment income
without undue exposure to risk. Investment guideline considerations shall therefore include
but not be limited to investing in U.S. Treasury, U.S. Agency, and Corporate Bonds (single A
credit or better), tied to the 90-day Treasury Bill benchmark. These funds should maintain an
average weighted maturity between one day and one year, and an average credit quality of
AAA. The maturity of an individual security shall not exceed one year.

SPECIFIC PERFORMANCE OBJECTIVES

Total Foundation - Permanent Funds
1.

The total return shall exceed the Consumer Price Index plus 5% (5% premium reflects the
average spending policy).

2.

The total return shall exceed a target Balanced Index composed of:
45% of the S&amp;P 500 Index (Domestic Large Cap Equity), 10% of the Russell 2000 Index
(Domestic Small Cap Equity), 10% of the Morgan Stanley Capital International Europe,
Australia, Far East Index - "EAFE" (International Equity) and 35% of the LB Aggregate
Bond Index (Fixed Income).

Equity Managers

1.

The total return shall exceed the total return of the relevant equity benchmark: Domestic
Large Cap - S&amp;P 500 Index, Domestic Small Cap - Russell 2000 Index, International EAFE Index.

2.

The manager's return will be expected to rank above the median return of the appropriate
Equity Manager Universe, and of managers with a similar style.

3.

The manager will be expected to maintain a beta (volatility) no greater than 1.20 versus the
relevant equity benchmark.

4.

The risk-adjusted performance (alpha) is expected to be positive.
Fixed Income Managers

1.

The total return shall exceed the total return of the LB Aggregate Bond Index.

2.

The manager's return will be expected to rank above the median return of the Fixed Income
Manager Universe.

�3.

The manager will be expected to maintain a duration no greater than + 25% that of the LB
Aggregate Bond Index.

Non-permanent and Temporary Cash Funds
1.

The total return shall exceed the total return of the 90-day Treasury Bill.

2.

The manager will be expected to maintain a standard deviation no greater than that of the
one year Treasury Bill.

INVESTMENT MANAGER REQUIREMENTS

1.

In today's rapidly changing and complex financial world, no list or types of categories of
investments can provide continuously adequate guidance for achieving the Finance
Committee's investment objectives. Any such list is likely to be too inflexible to be suitable
of the market environment in which investment decisions must be made. Therefore, it is the
process by which investment strategies and decisions are developed, analyzed, adopted,
implemented and monitored, and the overall manner in which investment risk is managed,
which determines whether an appropriate standard of reasonableness, care and prudence has
been met for The Foundation's investments.

2.

Although there are no strict guidelines that will be utilized in selecting investment managers,
the Finance Committee will consider the length of time the firm has been in existence, its
track record, fees, assets under management, and the amount of assets the Foundation already
has invested with the firm.

3.

The requirements stated below apply to investments in non-mutual and non-pooled funds,
where the investment manager is able to construct a separate, discretionary account on behalf
of the Foundation. Although the Finance Committee cannot dictate policy to pooled/mutual
fund investment managers, the Finance Committee's intent is to select and retain only
pooled/mutual funds with policies that are similar to this policy statement. All managers
(pooled/mutual and separate), however, are expected to achieve the performance objectives.

4.

Unless prior written approval is obtained from the Finance Committee to the contrary:
a.

Each investment manager must satisfy the performance objectives and asset
allocation guidelines.

b.

Each investment manager shall have the full investment discretion with regard
to market timing and security selection, consistent with this Investment Policy
Statement.

c.

The investment managers shall be evaluated on a quarterly basis and should be
prepared to meet with the Finance Committee at least annually.

d.

The investment manager shall handle the voting of proxies and tendering of
shares in a manner that is in the best interest of the Foundation and consistent
with the investment objectives contained herein.

e.

The investment managers shall not utilize derivative securities to increase the
actual or potential risk posture of the portfolio. Subject to other provisions in
this Investment Policy Statement, the use of primary derivatives, including, but
not limited to, structured notes*, lower class tranches of collateralized mortgage
obligations (CMOs)**, principal only (PO) or interest only (IO) strips, inverse

�floating securities, futures contracts, options, short sales, margin trading and
such other specialized investment activity is prohibited.
Moreover, the investment managers are precluded from using derivatives to
effect a leveraged portfolio structure (if options and futures are specifically
approved by the Finance Committee, such positions must be offset in their
entirety by corresponding cash or securities).
The Finance Committee must explicitly authorize the use of such derivative
instruments, and shall consider certain criteria including, but not limited to, the
following:
i.
ii.
iii.
iv.
v.

Manager's proven expertise in such category.
Value added by engaging in derivatives.
Liquidity of instruments.
Actively traded by major exchanges (or for over-the-counter
positions, executed with major dealers),
Manager's internal procedures to evaluate derivatives, such as
scenario and volatility analysis and duration constraints.

*

Permit investments in "conservative" structured notes which
are principal guaranteed, unleveraged, and of short to
intermediate maturity.

**

Lower class defined by Federal Financial Institutional
Examination Council (FFIEC).

f.

There shall be no investments in non-marketable securities, except for Rule 144a
securities (with or without registration rights). Rule 144a securities shall not
exceed 20% of a fixed income manager's portfolio.

g.

For diversification purposes, the equity portion of each investment manager's
portfolio should have in excess of 20 positions.

h.

Each investment manager must assure that no position of any one issuer shall
exceed 8% of the manager's portfolio at market value, with the exception of
securities issued by the U.S..government and its agencies.

i.

Each investment manager must assure that no more than 25% of its portfolio is
invested in any one industry sector, with the exception of securities issued by the
U.S. government and its agencies.

j.

The investment manager shall not effect a purchase which would cause a
position in the portfolio to exceed 5% of the issue outstanding at market value.

k.

The bond portfolio must have an overall weighted average credit rating of "A"
or better by Moody's and Standard &amp; Poor's rating services. In addition, there
shall be no bond investments below investment grade (Baa/BBB). In the event
that a bond instrument is downgraded below investment grade, then the
investment manager shall immediately notify the Finance Committee in writing.
In the case of a split rating, the higher rating will apply.

1.

Not more than $250,000 of an investment manager's portfolio shall be invested
in commercial paper of any one issuer. The credit quality must A1/PI.

�m.

Not more than $100,000 shall be invested in Bank Certificates of Deposit of any
single issuer.
EVALUATION OF INVESTMENT MANAGERS

The investment managers will be reviewed on an ongoing basis and evaluated upon the following
additional criteria:
1.

Ability to meet or exceed the performance objectives stated in this Investment Policy
Statement.

2.

Adherence to the philosophy and style which were articulated to the Finance Committee at,
or subsequent to, the time the investment manager was retained.

3.

Ability to meet or exceed the performance of other investment managers who adhere to the
same or similar style.

4.

Continuity of personnel and practices at the firm.

The investment manager shall immediately notify the Finance Committee in writing of any
material changes in its investment outlook, strategy, portfolio structure, ownership, or senior
personnel.
CONCLUSION

The substance of this document is to be interpreted as a model for investment principles and
guidelines with the realization that certain circumstances may prevent the Finance Committee
from fully complying with these precepts. In any case, all such variances must be approved by the
Board of Trustees.
This statement of investment policy shall be reviewed annually. The investment performance will
be reviewed on a quarterly basis.

Acknowledged on behalf of
Capital Region Community Foundation

Acknowledged on behalf of the Investment Manager

Date

Date

�MICHIGAN COMMUNITY SERVICE COMMISSION
111S. Capitol Avenue
George W. Romney Building, 4th Floor
Lansing, Michigan 48913
(517) 335-4295 (517) 373-4977 FAX

FAX COVER SHEET
To.

Albert lay/o

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Date:
NUMBER OF PAGES INCLUDING THE COVER

MESSAGE:

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No.

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Mode

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Time

2 '51"

Pages

9 Page(s)

Result

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�MICHIGAN COMMUNITY SERVICE COMMISSION
111S. Capitol Avenue
George W. Romney Building, 4th Floor
Lansing, Michigan 48913
(517) 335-4295 (517) 373-4977 FAX
FAX COVER SHEET

TO:
FROM:
Date:
NUMBER OF PAGES INCLUDING THE COVER
MESSAGE:

�Trainsrni-t

Conf . Repor-t

May 3 '01

— &gt; s ingh
No.

0005

Mode

NORMflL

Time

5 '54"

Pages

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�MARYESTRAD
From: MARY ESTRn
To:
Crow, Dan
Here is the info:
Albert P. Taylor
First Vice President
Executive administration
Treasurer Comerica Foundation

11-5000

Ph: 313-222-3949
Fax:313-964-0638
Cell: 313-714-1697
Comerica Incorporated
Comerica Tower at Detroit Center
500 Woodward Avenue
Detroit, MI 48226
Mail to:
MC 3382
P.O. Box 75000
Detroit, MI 48275

1-800.5-MOBILE . mvw.mobife.

o^

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                    <text>Page 1

From:
To:
Date:
Subject:

Janice Harvey
Kyle Caldwell
5/1/01 1:11PM
GM Meeting

Here is the briefing. Will you please update and resend out to proper people???
New date and time: Friday, May 4, 2:00 pm -3:00 pm
Participants:
Michelle Engler
Julie Cummings
Rod Gillum
Lorna Utley
Debbie Dingell
Vivian Pickard
Geneva Williams
Sam Singh (in place of Kyle Caldwell)

CC:

MARY ESTRADA

�May 1,2001
ConnectMichigan Alliance Meeting w/ Rod Gillum
Tuesday, May 1, 2001
General Motors Headquarters
300 Renaissance Center
Detroit, Michigan
(Meet at the Visitor's Center at 100 Renaissance Center)
10:30 a.m. to 11:30 a.m.

FROM: Kyle Caldwell, Exec. Dir. MCSC
I.

PURPOSE
To brief Mr. Gillum and Ms. Dingell on the ConnectMichigan Alliance Campaign and seek his
advice and assistance in forming a Big Three and Suppliers strategy as part of the corporate
component of the campaign. Also, seek his advice on securing a $1 million dollar commitment
from the General Motors Foundation.

H.

BACKGROUND
The ConnectMichigan Alliance Campaign has a goal of $20 million for a statewide endowment to
permanently provide support for Michigan's volunteers. The State of Michigan has offered a $10
million in the form of a challenge grant (until Nov. of 2002) toward which $2 million has been
secured.
The Campaign has a three-pronged strategy:
Foundations—statewide the CMA is seeking $4.5-6.5 million
Corporations—statewide the CMA is seeking $2.5-4 million
Individuals—statewide the CMA is seeking $1.5-3 million
We need to develop a strategy for the Big Three Automakers to kick off the Corporate Strategy and
Daimler Chrysler is our first approach, although we do have an appointment with Rod G. from
General Motors and will be targeting Ford soon. The Big Three are each being approached for a
contribution of $1 million each as the lead gifts for the corporate sector to the campaign. The key
will be that all of the Big Three give to the campaign.
General Motors Foundation Through funding from both the GM Foundation and corporate
contributions, GM supports philanthropic causes through its business sectors in the form of cash
contributions ($47.4 million), in-kind donations ($15.2 million) and participation in charity events
($6.2 million). Roderick D. Gillum, serves as chairman of the GM Foundation and GM vice
president for corporate relations and diversity. Ms. Dingell serves on the board of the foundation.
We are seeking a leadership gift in the form of $1 million. A brief summary of GM Foundation's
giving and board membership is attached.
The Foundation Strategy has been formed which seeks six million and we have secured $2 million
(W.K. Kellogg and C.S. Mott Foundations) toward that goal with two of three leader organizations
secured. Only Kresge is remaining and will be approached at the $1 million level.

�The Individuals Strategy is developing and will include prominent Southeastern Michigan residents.
This is the final component of the campaign to be developed.

III.

PARTICIPANTS
Michelle Engler, First Lady of Michigan
Roderick D. Gillum, General Motors
Deborah I. Dingell, General Motors
Vivian Pickard, General Motors
Julie F. Cummings, Lovelight Foundation
Terry Pruitt, Dow Corning
Geneva Jones Williams, United Way Community Services
Kyle Caldwell, Michigan Community Service Commission (staff)

IV.

PRESS PLAN
N/A

V.

REMARKS
N/A

VI.

EVENT SCENARIO
Mrs. Engler will introduce the participants and the general concept for the ConnectMichigan
Alliance (i.e. that several statewide organizations are forming an endowment for volunteerism to
provide support and coordination in perpetuity).
After the general concept is introduced, Mrs. Engler will ask Mr. Caldwell and Mr. Monaghan to
explain the scope and progress of the campaign and then Ms. Cummings Mr. Pruitt and Ms.
Williams will explain how this campaign helps connect corporate philanthropy with community
support through this endowment (i.e. this will provide support to the places where employees give
their time talent and resources) and how Detroit will be a major focus of the resources and policy of
the ConnectMichigan Alliance Board (important to emphasize that Virgil Carr is joining the board
and that he and United Way Community Services are supportive of the CMA).
Mrs. Engler will then ask Mr. Gillum's and Ms. Dingell's advice on approaching the General
Motors Foundation for a $1,000,000 gift AND strategies for approaching Ford and Daimler
Chrysler.
Mr. Caldwell will leave behind the ConnectMichigan Campaign brochure and have other materials
ready just in case.
In preparation for any questions, an impact brief is attached that quickly explains potential impact
once the fund goal is reached.

�CM A Irrpaa on Michigan
Summary
The ConnectMichigan Alliance Campaign ensures the strength and stability of support for
Michigan's volunteers. Through a $20 million endowment, the combined forces of the Michigan
Campus Compact (MCC), Michigan Community Service Commission (MCSC), Michigan
Nonprofit Association (MNA) and the Volunteer Centers of Michigan (VCM) permanently
sustains and expands the "volunteer infrastructure" for which Michigan is known and heralded.
All of the partners of this initiative have developed innovative approaches to working effectively
on a statewide level with varied constituencies and serve as national models of best practices.
Once the campaign is completed, the ConnectMichigan Alliance (CMA) begins to achieve its
goal of providing avenues for every Michigan citizen to serve their community through volunteer
service and civic action. This goal is met by:
•
•
•
•

Providing access to a strong and healthy Volunteer Center for every Michigan
resident;
Having every Michigan college and university encourage citizen service &amp; learning
among its students, faculty and staff;
Building strong nonprofits to meet our communities' most pressing social,
charitable, economic, cultural, educational, faith-based, and civic needs; and
Maximizing state and federal government resources to empower communities to
address their local challenges.

In creating CMA, the four founding partners, MCC, MCSC, MNA and VCM, have created a
synergistic application of their services that results in a seamless delivery of support services and
programs to volunteer and service-learning initiatives throughout the state. While MNA and
MCSC will remain separate entities, they will share a central location with CMA, which will
reduce administrative expenses and duplication of services. This arrangement, which is modeled
after successful reorganization strategies in the private-for-profit sector, enhances technological
capacity and customer service models of the partners.
CMA is a statewide initiative. The state of Michigan provided a $10 million challenge grant ($1:
$1) toward this initiative. The G S. Mott Foundation and the W. K. Kellogg Foundation each
responded to the challenge with lead gifts of $1 million. The remaining $8 million will be
developed over the next twelve months through multiple-year pledges and one-time gifts.

�What will be the impact?
Challenge:

Currently, many Michigan citizens are unable to access a volunteer center— places where our
individuals and organizations work to match volunteer opportunities with the right
individual. Only 54 Michigan counties are currently served by a Volunteer Center.

CMA Goal:

Increase Access to Volunteer/Civic Engagement Initiatives through Volunteer
Centers for All Michigan Citizens

Method:

Bolster the forces of the Volunteer Centers of Michigan through increased membership,
outreach services and site development activities in a substantially different way than could
be supported by a dues only supported organization.

Impact:

All of Michigan's 83 counties will be served by a local Volunteer Center and thereby
providing universal access for every Michigan citizen to serve.

Challenge:

Volunteer Centers have limited access to fund advancement professionals.

Goal:

Increase Long-term Financial Capacity of Local Volunteer Centers

Method:

Provide training and technical assistance to Volunteer Centers and their boards in the areas
of nonprofit best practices, fundraising, and board development.

Impact:

Local Volunteer Centers will become financially viable nonprofit organizations through the
provision of technical assistance in the development of annual fund advancement plans, and
enhanced efforts to build local endowments.

Challenge:

Accessibility to volunteer opportunities and support is limited by the strength and depth of
leadership in a community. Often leadership involves the same pool of volunteers and
leaders who either move on or "burn out," leaving the organization without strong and long
term support.

Goal:

Increase Access to Professional Development Opportunities for Staff and Boards of
Volunteer-based Nonprofits to Deepen the Leadership in a Community.

Method:

Support a regional network of training and technical assistance providers than can deliver
high quality services at a reasonable cost to local volunteer-based organizations.

Impact:

Local organization will have a more skilled and dedicated volunteer base because of
increased access to regional professional development workshops and seminars

�Challenge:

Nonprofits and volunteer-based organizations have been unable to stay ahead of emerging
trends due to their inaccessibility to technical assistance and financial resources.

Goal:

Improve the Quality of Life in Every Michigan Comrnunity with Improved
Nonprofits— the Engines of Civic Engagement in Local Communities

Method:

Provide grants, conferences and meeting opportunities to local nonprofits to strategically
develop long-term solutions to community problems using service and volunteerism as
strategies.

Impact:

Local organizations -will have access to resources necessary to convene local partners in the
development of market-specific programming that encourages youth volunteerism, family
volunteerism, rural business volunteer councils, and urban corporate volunteer councils.

Challenge:

Citizenship, giving, civic engagement and an the ethic of giving back are not the
indoctrinating principles our society's institutions and communities instill as they once did.
New ways need to be found to instill these values.

Goal:

Increase the Capacity for Personal and Educational Success of Children and
Adolescents

Method:

Highlight service-learning as a viable and valuable teaching methodology with students,
teachers and parents through school partnerships, after-school programs, teacher in-services.

Impact:

Local Volunteer Centers will develop service-learning and civic engagement programming
promoting participation of children in grades K-12.

Challenge:

Only thirty-five of the state's post-secondary educational institutions have demonstrated
their commitment to promoting more civically engaged students, faculty and administrators
by committing to the Michigan Campus Compact.

Goal:

Increase the Capacity for Success and Community Involvement of Young Adults
Entering the Workforce.

Method:

Recruit more higher education chief executives to join the Campus Compact and provide
increased services and resources to faculty and students.

Impact:

Michigan Campus Compact (MCC) will increase service learning and civic engagement
programming to reach sixty-five post-secondary educational institutions.

Challenge:

A number of events, programs and activities are conducted around the state to promote
volunteerism, but they are scattered and not universally supported in every Michigan
community.

Goal:

Improve the Quality of Life in Communities Throughout Michigan while
Demonstrating and Promoting the Power of Volunteerism.

�Method:

Develop a state calendar of national service days which are highlighted, promoted and
coordinated throughout the ConnectMichigan Alliance.

Impact:

State level and local organizations will have increased capacity to engage all of Michigan's
local communities in civic engagement programming that includes, but is not limited to,
America's Promise, Make A Difference Day, National Volunteer Week, and Youth Service
Day.

Challenge:

The tools and terms used to describe the effective means of volunteer community problem
solving are not understood and therefore insufficiently supported.

Goal:

Increase Visibility of the Positive Impacts of Service-Learning, Civic
Engagement and Volunteerism

Method:

Devote human and financial resources toward improving promotional materials,
media and access to media markets for ConnectMichigan Alliance and the field
of nonprofits and volunteer-based organizations.

Impact:

State level and local organizations will have increased capacity to promote
initiatives and recognize the impact of individuals and groups that participate in
service-learning, civic engagement and volunteerism in communities throughout
Michigan.

�General Motors Foundation
Officers
Roderick D. Gillum, Chairman
Thomas E. Kimble, Vice Chairman
Deborah I. Dingell, President
Wallace W. Creek, Chief Financial Funds Officer
Lorna G. Utley, Director
Kevin W. Cobb, Tax Officer
Edward C. Johnson, Jr., Secretary
Denise A. Steele, Assistant Secretary
Olga Gutierrez, Treasurer
Connie D. Hogan, Assistant Treasurer
Board of Trustees
Roderick D. Gillum
Wallace W. Creek
James C. Cubbin
Deborah I. Dingell
Gerald A. Knechtel
Dennis R. Minano
Harry J. Pearce
George A. Peapples

1999 Contributions Worldwide
Cash Contributions (Dollars in millions) GM Foundation GM Corporation* Total 1999
Education
11.8
5.1
16.9
Health &amp; Human Services
10.6
4.5
15.1
Civic &amp; Community
3.7
2.2
5.9
Public Policy
3.3
1.7
5.0
Arts &amp; Culture
.9
1.1
2.0
Environmental &amp; Energy
1.3
1.3
Other
'
1.2
1.2
Total Cash Contributions
30.3
17.1
47.4
In-Kind Donations
15.2
15.2
Total Contributions
30.3
32.3
62.6
Charity Events
6.2
6.2
TOTAL
30.3
38.5
68.8
* Includes North American Operations, International Operations, Hughes Electronics Corporation
and General Motors Acceptance Corporation (GMAC).

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

Peter Secchia
Diana Sieger
TimSwope
TomMonaghan

FROM:

Kyle Caldwell

Date:

May 23, 2001

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

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

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

MI NONPROFIT AS5DC
AMWAY GR PETER ISL

iub 13:21 FAI 816 776 6496

KAtit

FACSIMILE COVER SHEET
DATE:

May 29, 2001

SENDER;

Doug Posttewait - Assistant Director of Catering

PHONE:

616-776-6406

EMAIL:

doug_pcstfewait @ am way. com

FAX: 616-776-6486

NUMBER OF PAGES INCLUDING COVER SHEET:
RECIPIENT:

Ms. Mary Estrada

FACSIMILE:

517-355-3302

COMPANY:

Michigan Non-Profit Association

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

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

Booi

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

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

I.

PURPOSE

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

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

III.

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

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

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

PRESS PLAN
No media invited

V.

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

VI.

EVENT SCENARIO

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

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

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

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

Peter Secchia, Universal Forest Products
Meeting Date:

March 1,2001

Attendees:

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

Topic(s) of Discussion:

Grand Rapids/W. Michigan Fundraising Strategy

Notes:

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

�Pledge/Gift Received:

No solicitation at this time

Staff Assigned:

Kyle Caldwell

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

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

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

March 9

End of March
March 9
March 9
March 9

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

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

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

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

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

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Service Commission

Memo
T«

Peter Secchia, Diana Sieger

From:

Kyle Caldwell

CC:

Michelle Engler

Date:

6/3/01

Re:

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

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

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

i Page 2

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                    <text>Michigan Community
Service Commission

Memo
To:

Michelle Engler

From

Kyle Caidwell

CC:

Janice Harvey, Anne Mervenne

Date:

6/3/01

Re:

June 5, 2001 Luncheon

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

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

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

�Michigan Community
Service Commission

flTo:

Michelle Engler, Peter Secchia, Diana

From:

Kyle Caldwell

Sieger
Pages: Four pages including cover
Date:
Re:

6/3/01
June 5, 2001 Luncheon

x Urgent

D For Review

CC:
D Please Comment

Sam Singh
D Please Reply

D Please Recycle

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

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                    <text>Michigan Community
Service Commission

To:

Michelle Engler

From:

Kyle Caldwell

Pages: 2
Phone: 517-404-9775

Date:

6/4/01

Re:

CC:

Anne Mervenne

ConnectMichigan Alliance Luncheon

x Urgent

0 For Review

0 Please Comment

0 Please Reply

0 Please Recycle

• Michelle,

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

�June4, 2001

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

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

• Page2

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Service Commission

~~

To:

Janice Harvey

From:

Fax:

517-335-6789

Pages: 16 pages including cover

Kyle Caldwell

Phone: 517-404-9775

Date:

6/4/01

Re:

CC:

Anne Mervenne

CMA Luncheon June 5, 2001

x Urgent

0 For Review

0 Please Comment

0 Please Reply

0 Please Recycle

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

�</text>
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                    <text>_.,

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

2001

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

RVOIII
Tire AlllWt1J Grmtd Pli1ZI1
Gm11d Rt1yids, Michtgt111

RSVP

by M 11J

22 '"

(517) 335-4-0-H

1

Bu.si11ess Attirl

�</text>
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                <text>&lt;a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515"&gt;Our State of Generosity collection, JCPA-04&lt;/a&gt;</text>
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                    <text>ConnectMichigan Alliance Luncheon
Line by Line
Tuesday, June 5, 2001
Pinnacle Room
A.mway Grand Plaza
Grand Rapids, Michigan
I l :30 a.m. to I :30 p.m.

yo
11:20 -ll:Wa.m.

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

11

~- 11 :!: a.m.

so

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

53

II :;Kf- 11 ~a.m.

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

5',
ll:oB"-

ll·'tA
~ 8'rtltr-

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

1/:rt&gt;

I~:J5

~-~p.m.

IJ:3S·I~ :JB

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

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

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

�/}!!!

IJ:'ft'

~-~p.m.

ConnectMichigan Alliance Video Presentation
Staff will begin the video.

1;:vs
~

t;:'fa
l~1J8

p.m.

Introduction of Governor Engler by Mrs. Engler

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

J;:.Je

~- ~p.m.

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

I.J!SA

I :oo

~ ~ p.m.

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

1:co
U•48

/:to
l2.58J'uM.

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

I:JO
&lt;1:2.58

/:/,._
1.86 p:m.

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

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

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

ol.~

lill.

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

�Mixing with guests and departures

Volunteers and staff mingle with guests.

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

�</text>
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                  <text>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.</text>
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              </elementTextContainer>
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                  <text>Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission</text>
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              <name>Identifier</name>
              <description>An unambiguous reference to the resource within a given context</description>
              <elementTextContainer>
                <elementText elementTextId="507104">
                  <text>JCPA-04</text>
                </elementText>
              </elementTextContainer>
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            <element elementId="44">
              <name>Language</name>
              <description>A language of the resource</description>
              <elementTextContainer>
                <elementText elementTextId="507105">
                  <text>eng</text>
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              </elementTextContainer>
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      <name>Text</name>
      <description>A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text.</description>
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          <element elementId="43">
            <name>Identifier</name>
            <description>An unambiguous reference to the resource within a given context</description>
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          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
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                <text>ConnectMichigan Alliance 2001-06-05 luncheon line-by-line</text>
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          <element elementId="39">
            <name>Creator</name>
            <description>An entity primarily responsible for making the resource</description>
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              <elementText elementTextId="713013">
                <text>Michigan Nonprofit Association</text>
              </elementText>
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          </element>
          <element elementId="41">
            <name>Description</name>
            <description>An account of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="713014">
                <text>ConnectMichigan Alliance 2001-06-05 luncheon line-by-line. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy.</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="49">
            <name>Subject</name>
            <description>The topic of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="713015">
                <text>Dorothy A. Johnson Center for Philanthropy</text>
              </elementText>
              <elementText elementTextId="713016">
                <text>Charities</text>
              </elementText>
              <elementText elementTextId="713017">
                <text>Philanthropy and Society</text>
              </elementText>
              <elementText elementTextId="713018">
                <text>Fundraising</text>
              </elementText>
              <elementText elementTextId="713019">
                <text>Records</text>
              </elementText>
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                <text>ConnectMichigan Alliance</text>
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                <text>Michigan</text>
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          <element elementId="42">
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            <description>The file format, physical medium, or dimensions of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="713024">
                <text>application/pdf</text>
              </elementText>
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            <description>The nature or genre of the resource</description>
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            <description>An entity responsible for making the resource available</description>
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            <name>Rights</name>
            <description>Information about rights held in and over the resource</description>
            <elementTextContainer>
              <elementText elementTextId="713028">
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              </elementText>
            </elementTextContainer>
          </element>
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            <description>A related resource from which the described resource is derived</description>
            <elementTextContainer>
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