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                    <text>Connect/Michigan Meeting

June 5, 2001
11:30 a.m. - 1:30 p.m.
Amway Grand Plaza
187 Monroe NW
Grand Rapids, Michigan
Pinnacle Room
Cost for lunches will be $20.00 plus 20% gratity plus 6% tax which equals
$25.20.
Lunch will consist of a salad, main course (which could be chicken, pork, fish
with potato and vegetables) and dessert plus coffee, tea or soda.
Cost for Pinnacle Room is $500 but Mr. Tomaselli will waive that cost. The
Pinnacle Room will only hold 50 people in tables of rounds.
Other needs: AVA, set-up, easel and pads of paper, markers, etc. You will
need to let them know what you will need.

I have been working with Joseph Tomaselli, Vice President/Managing
Director of Amway Hotel. His phone # 616-776-6417 and his
administrative assistant is Brenda Gardner. When talking with them
mention my name as the person who original set this up.
I have called Lynne at MNA to let Sam, Tim and Rosalie know the date of
June 5, 2001.
I have called Diana Sieger and left message that June 5, 2001 is the date.
I have called Peter Secchia office and talked to Monica and told her the
date is June 5, 2001.

�</text>
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^

�-^^,—oj

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June 5, 2001

11:30 a.m. - 1:30 p.m.
Amway Grand Plaza
187 Monroe NW
Grand Rapids, Michigan
Pinnacle Room
Cost for lunches will be $20.00 plus 20% gratity plus 6% tax which equals
$25.20.
Lunch will consist of a salad, main course (which could be chicken, pork, fish
with potato and vegetables) and dessert plus coffee, tea or soda.
Cost for Pinnacle Room is $500 but Mr. Tomaselli will waive that cost. The
Pinnacle Room will only hold 50 people in tables of rounds.
Other needs: AVA, set-up, easel and pads of paper, markers, etc. You will
need to let them know what you will need.

I have been working with Joseph Tomaselli, Vice President/Managing
Director of Amway Hotel. His phone # 616-776-6417 and his
administrative assistant is Brenda Gardner. When talking with them
mention my name as the person who original set this up.
I have called Lynne at MNA to let Sam, Tim and Rosalie know the date of
June 5, 2001.
I have called Diana Sieger and left message that June 5, 2001 is the date.
I have called Peter Secchia office and talked to Monica and told her the
date is June 5, 2001.

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                    <text>PAGE

M: NJNPRIF I- ASS DC

A!ll ,-:\ l:' lit&lt; P.t:Tl!H I SL

02 / 02
141 002

*VIP•
AMWAY GRAND PLAZA H01EL
187 Monroe NW, Gtand Rapida, MI 4950!
Phone: 616-776-6400 FAX: 616-176-6496
Orgallizarion: MidUgan Non•trofit Assodadon
Po&amp;t ~: Connecting Michigan Alliance

E0#2.287

On Site Contact: Ms. Mary :2strada
Tuesday, June 5, ZOOl

loc:uion. Pinnacle

Time : 9:00AM - 12:00 PM' Set Up
U;OO PM • 2!00 PM Plated

:Lundl

Gue.ru: 40
BEVERAGE

None

Rtqu!~

Rc:rnail)O Hearn with Crupy Proscuitto and

Caesar Dressing
Baoquel Roun&lt;U of (10)
French Cut Chicken Breast with Sberey Jas on

Wild Mushroom ~ouo

C"lt.le VIP Lin~:r~

(1) Hurrlc11n1 Lamp per table
(1) VlP Podium

Broccoli wilh

Juli~lod

Rolls llt\d

Carrots

{2) Brw

Basela

Butter

AUDIO

Chef Scott Hunter. 's J:)case·t Trio

VISUAL

Mutak on only durilli mllll

Coffee , Decd'feln.ted Coffee and T~

(I) TVfVCR Combo $110.00
All r~~ated f!IJI!wmn! IJ sub! HI ID oppiiC!!IJe
St.ts Sek« bx and a 101 !vylq Cl'PlXcfl-et.nr Charr&amp;

Anorted Soft Drinks

$20.00 per penon

BILLING

!Ji rect Bill
Micblg£n Nonprofit Assocladoo
Ms . Mary Estrada

29 Kellogg (;enter
East Lansing, M1 48824-1022
Room Rental: SO.OO Waived pe.r Jo11 Tgm:~Sellt

AI'T'llnf(vd lly1 D11UJ!~Init 616 -T7~06fl'RC'IM1NON . Ei0
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Client Si~~:
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PAX: 5 !7-355-3302

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John &amp; Marie Canepa
Samuel Cummings
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Richard DeVos
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Carol Van Andel
John Wheeler

5 th

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Second Story Properties

Alticor Corporation

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Grand Rapids Community
Foundation
Rockford Construction Company

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COMMENTS

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Mr. &amp; Mrs. Jack Batts
Mr. &amp; Mrs. Jim Brooks
Julie Fisher Cummings
Paul Gordon
Mr. &amp; Mrs. James Hackett
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Mr. &amp; Mrs. Hank Meijer
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Mr. Casey Wondergem
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Lovelight Foundation
Gordon Food Services, Inc.
Steelcase, Inc.
Bank One
Haworth Furniture
Meijer, Inc.

AutoCam
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Meijer, Inc.
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W. K. Kellogg Foundation
Wege Foundation
Sebastian Foundation
Wege Foundation
VanAndel Institute

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COMMENTS

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Remarks of Governor John Engler
ConnectMichigan Alliance Luncheon
Pinnacle Room
Amway Grand Plaza
Grand Rapids, Michigan
ll:30a.m. to 1:30 p.m.
Thank you Michelle and thank you Peter for helping to bring us all together today to talk
about how we can work together to build stronger communities through service and
volunteerism.
Now that you have a feel for the ConnectMichigan Alliance and what it can do for
Michigan, I want to talk to you about why your participation is so very important.
Many believe that volunteering is something that just happens. People recognize a need,
figure out how they can help and just do it. While this may certainly true for many of us
in this room, it isn't universal. If it were, we wouldn't see the tremendous challenges we
see daily in our communities. Challenges like low test scores, teen pregnancies, violence
in schools and decaying neighborhoods are local issues that can be address only through
local solutions. Yet, we know that only 46 percent of Michigan adults volunteered in
1999. In addition, the majority who did not volunteer that year said that they had not
been asked even though they had said that they volunteered in the past. How do we
engage more citizens in local community problem solving? We ask and then we show
them how to make an impact.
Volunteerism takes the dedication and hard work of local people and organizations that
are closest to the needs of communities and can identify human and financial resources to
address those needs and engage others to help. In short—volunteerism isn't free or easy,
but it is effective. It takes coordination, support and resources for volunteerism flourish
and become a common expectation. However, we know that volunteers—properly
trained and supported—can do far more good for a far longer period of time than any
government program.
Former Governor George Romney knew this and worked throughout his life to make
volunteer opportunities part of every citizens daily experiences. We all remember his
goal of making volunteer centers as common as the post office. Well, we are here today
to make goals like that a reality. He believed, as I do, that we can—each of us—do
something to profoundly change the lives of others.
Let me give you some examples.
Every year, Michelle and I get to meet the winners of the Governor's Service Awards.
These people represent the exemplary efforts of citizens who are young and young at
heart, and who are giving of themselves to make our communities safer, more prosperous

�and better places to live. Last year, I met Gertrude Perry from Greenville, who was
honored for her service as a Foster Grandparent Program volunteer. Since 1989, Ms.
Perry has volunteered with various organizations and schools. As a Foster Grandparent
Program volunteer, the then eighty-five year old volunteered 20 hours each week during
the school year, 560 hours every year, and logging more than 6,000 hours over the past
11 years in service to young people in need.
Kevin Elya, from Brighton, who was honored for his commitment to Paws with a
Cause—a program that works to train dogs that help persons with disabilities navigate
seemingly routine daily tasks for some, serious challenges for others. Mr. Elya serves as a
volunteer presenter, educator and fund-raiser. He has touched the lives of thousands and
changed the lives of many by encouraging people with disabilities to seek out ways to
become independent. Mr. Elya is in a wheelchair and uses his unique perspective to help
others and works to train dogs for companions and aides to other persons with
disabilities.
These are just two examples of exemplary volunteerism—there are certainly many more
that we could all point to as worthy of praise. Their dedication is uncommon as is the
support and coordination that they receive. Both of the examples I mentioned illustrate
volunteers who work in a structured, supported and sustainable volunteer organizations
that have a genuine impact on their community.
That is what the ConnectMichigan Alliance can do for communities all across Michigan.
By combining the forces of the state's premiere volunteer support organizations with the
resources of a $20 million endowment, we all can ensure that future generations will be
served by and themselves become, community volunteers.
That is why I worked with fine Legislators like Glenn Steil to put up a $10 million dollar
challenge grant to build an endowment to support volunteers now and in the future. This
challenge must be met by November of 2002 and has gotten off to a fine start. Both the
W.K. Kellogg Foundation and the C.S. Mott Foundation have each committed $1 million
to the campaign. That leaves $8 million more. With your help we can reach that goal.
In order to be successful, the ConnectMichigan Alliance Campaign needs to secure $1.5
million from west Michigan donors. It is our hope that $1 million of that sum can be
secured from the greater Grand Rapids community. We need your help both through
your participation in this campaign and you willingness to help us gain the support of
others.
Michelle and I have often talked about what can be done to bring volunteerism to a level
that makes it a part of every Michigan citizen's life. Michelle has been instrumental in
making this happen through her own personal leadership both here in Michigan and at the
national level. Her role in shaping one of the nation's leading commissions on service
and volunteerism along with her own personal volunteer efforts are exactly the type of
dedication she seeks to instill in others. But it takes an efficient and effective series of
individuals, organizations and events to make it happen. We often call this,

�"infrastructure" for volunteerism. While "infrastructure" is not a glamorous term to
sell—the term is accurate. Like any community-building mechanism, a sound and
efficient support system has to be in place to make it work. Just like good roads, safe
schools and clean parks make communities better; they are not as "sexy" as sleek cars,
ornate school buildings, and shining skyscrapers. Yet, it is that infrastructure that makes
it all possible. We now have to provide the same type of support for our volunteers.
Volunteer centers, training for volunteers, service-learning projects and corporate
volunteer programs may not sound glamorous, they are absolutely critical to building
enduring volunteer community problem solving.
I am sure that you will recognize what I and the Michigan Legislature did last year—
volunteerism takes a long-term commitment to make work and that we need to endow our
support so that future generations can take that "infrastructure" for granted. Please join
me in making service and giving part of every Michigan citizen's life experience. Thank
you.

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                    <text>Michigan Community Service Commission
1048 Pierpont
Suite # 4
Lansing, Michigan 48911
(517) 335-4295 (517) 373-4977 FAX

Fax Cover Sheet
To:

Tim Swope

From: Kyle Caldwell
Date: Monday, July 09, 2001
Number of pages including the
Message:

Tim,
Here are my revisions. I hope this helps. Call me if you have any questions.
Thanks. Kyle

�A. Narrative
1. Executive Summary
The ConnectMichigan Alliance (CMA) 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 sustain and expand the "volunteer infrastructure" for which Michigan is
known and heralded by:
^ Building strong nonprofits to meet our communities' most pressing social,
charitable, economic, cultural, educational, faith-based and civic needs;
£, 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; and
£, Maximizing state and federal government resources to empower communities to
address their local challenges.
CMA is a statewide initiative with significant potential for enhancing local initiatives to
improve the quality of life in Grand Rapids and other West Michigan communities. The state
of Michigan provided a $10 million challenge grant ($!:$!) 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.
2. Purpose of Grant
i

Statement of needs/problems to be addressed; description of target population and how
they will benefit

"The magnitude of our social problems will require that all citizens and institutions make a
commitment to volunteering as a way of life and as a primary opportunity to create needed
change."
Governor George W. Romney, 1907-1995

Michigan has invested precious resources in the development and promotion of a statewide
ethic of volunteerism and service for more than a decade. In many ways, this effort
represents our collective best inclinations: generosity, inclusivity, and determined optimism.
Volunteerism and service provide opportunities to bridge the gaps in our communities by
bringing people together, proposing alternatives, advocating for change, and implementing
remedies. In the course of providing extensive benefits to a diverse range of people and
communities, ifproduce^remarkably innovative solutions.

&amp;Y

/,

The impetuo-bohind thu L^Uliliohmciit of the ConnectMichigan Alliance grew out of aft 4/JUUl w
mqnir r r"lr fVlg -pinST""*" fnr expanding, a continuum of capacity-limited, but successful,
programs and services. With a goal of promotion and full realization of the ethic of
volunteerism and service in every community throughout the state, CMA will work to

C:\WINDOWS\TEMP\fiill proposal.doc

�increase the organizational capacities of local volunteer centers and service learning programs
to address fee folia w lug uni v LI sal local challenges:

i
/
L/Hi A \b
1 lyj*^

1. Currently many Michigan citizens are unable to access a volunteer center—places where
individuals and organizations work to match volunteer opportunities with the right
individual. Only fifty-four Michigan counties are currently served by a Volunteer Center,
many of which have limited organizational capacity to meet community needs. _
Volunteer Centers have limited access to fund advancement professionals. ^
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.
4. Nonprofits and volunteer-based organizations have been unable to stay ahead of
emerging trends due to their inaccessibility to technical assistance and financial
resources.
5. Citizenship, giving, civic engagement and 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.
6. 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.
7. A number of events, programs and activities are conducted around the state to promote
volunteerism, but they are scattered and-not univoroallji .supported in ovory Mid
aommunitv
'4J&amp;+~*^g£&gt;+*J CA^j4uc**«*-»^ «u*u
8. The tools and terms used to describe the effective means of volunteer community
problem solving are not understood and therefore insufficiently supported.
i

Description of project goals, objectives (measurable, if possible) and statements as to
whether this is a new or ongoing part of the organization.

The ConnectMichigan Alliance is ajge&gt;/501(c)(3) organization that creates a more efficient
Ijju MiiA. I
and effective strategic partnership between the Michigan Campus Compact and Volunteer *"" *— "
Centers of Michigan in their efforts to increase the capacity of state and local organizations to
create positive change in local communities throughout Michigan.
The implementation and long-term impact of CMA can be illustrated in a "stair step"
.approach. As you can see from the following graphic, CMA begins with a public r-etotoro
campaign and builds toward the finakoutcome of mobilization of people. The "stair step"
approach is a continuum process a gpeater capacity to mobilize and connect a much higher
percentage of Michigan residentffhan current strategies.

C:\W7NDOWS\TEMP\full proposal.doc

�Mobilization
of People
Network
Development
Resource
Development
Strengthening
Infrastructures
Public
Education

ConnectMichigan

Public Education: CMA will work with local Volunteer Centers, colleges and universities to
educate Grand Rapids and other west-Michigan residents through the development and
implementation of public education campaigns. Public education initiatives will be
comprehensive in nature with emphasis on identifying issues and opportunities, and on
recognitionof,efforts on the part of individuals and organizations throughout the westMicEiganregion.
Strengthening Infrastructures: Increased capacity will enable CMA to enhance and expand
upon existing MCC and VCM programs and services in the areas of grantmaking to local
initiatives, enhancing the technological capacity of volunteer and service-learning initiatives
throughout west-Michigan, and providing opportunities for the region's young people and
families by developing and implementing grant opportunities for youth initiatives.
Resource Development: CMA will enhance and expand the training and technical assistance
capacities of west-Michigan affiliates. In partnership with CMA and local nonprofit
organizations, MNA will ^stSaEffi Grand Rapids as one of five training and technical
assistance hubs in the state. CMA will also develop a broad range of resource material in the
areas of fund advancement, volunteer development, service-learning programming,
establishing and nurturing collaborative efforts, managing statistical data, and volunteer
management.
Network Development: The current state of disconnectedness is not limited to individuals.
CMA will continue and expand existing networks that support cross-sector discussion, and
training that covers a broad base of topics relative to all west-Michigan organizations that
utilize volunteers and/or conduct service-learning initiatives. Network development will also
facilitate the discussion and development of training, workshops and conferences that focus
on specialized needs of local and regional organizations.
Mobilization of People: This is the strategy that achieves the ultimate goal of CMA — to
reduce "disconnectedness" in communities throughout Michigan. CMA will build upon

C:\WINDOWS\TEMP\full proposal.doc

�existing local Volunteer Centers, VCM and MCC "Day of Service" initiatives, which include
Make A Difference Day/Day of Caring and National Volunteer Week, to provide
opportunities for people and organizations to connect through meaningful volunteerism and
community service. Strategies will be structured to engage all west-Michigan communities in
meaningful activities designed to promote continued civic engagement and connectedness.

IjUa

A I

±-

CMA is a model partnership that will serve as an umbrella organization for MCC and VCM.O*v C*VV-6Ur J
ff Yiliil ..... 1 Ti.T00 i n i l v n ' i T i i i l l l i n i n d n r t r i r n U j nmhrnllmj nil four of the founding
partners i^^equal representation on the CMA Board of Trustees. Programs and services
currently administered by MCSC and MNA specific to volunteerism and service-learning will
be^transferred to the partnership.
Impact on Grand Rapids
GR Volunteer Center: The establishment of the ConnectMichigan Alliance increases the
capacity of Volunteer Centers of Michigan to support GRVC's efforts to address issues of
board and staff capacity, fund advancement, community identity, and the successful
accomplishment of mission.
Access to quality training and technical assistance will be improved as the Michigan
Nonprofit Association, in partnership with CMA and local nonprofit organizations, will
establish Grand Rapids as one of five regional training hubs in the state of Michigan. This
partnership also expands the availability of technical assistance to local nonprofits via
contracting with regional consultants, providing stipends to veteran directors and board
members to serve as peer mentors, and cultivating scholarship funds to ensure appropriate
development activities are available to GRVC staff.
CMA will significantly increase grant support available to GRVC through VCM. CMA will
also increase Volunteer Centers of Michigan's capacity to support GRVC's efforts to
promote and market volunteerism, convene community resources to address local issues and
establish business and family volunteerism programs. Finally, Michigan is in the process of
developing a comprehensive 211 network of local providers that will offer a "one-stop-shop"
for individuals seeking assistance for any problems they may encounter. CMA affords VCM
the resources to support this effort in Grand Rapids.
Higher Education: The establishment of CMA ensures the continuation and enhancement of
Michigan Campus Compact's support for local institutions of higher educations' servicelearning and community service initiatives in Grand Rapids. CMA expands MCC's capacity
enabling it to host several networking opportunities in Grand Rapids. Staff, faculty and
students representing the region's colleges will be actively engaged in planning and hosting
networking meetings which significantly increases the opportunities to strengthen and
enhance programming on their campuses and in their communities. In addition, non-member
institutions serving the area will be encouraged to participate in meetings, and join MCC.
CMA resources will enable MCC to formally engage colleges in the development of
strategies to promote civic engagement among students. Grand Rapids area colleges and
universities will be instrumental in this dialogue.
CMA will also significantly increase grant support available to local institutions of higher
education through MCC. It also increases MCC's capacity to support local colleges' efforts
to promote and market service-learning internally and in the communities they serve, to

C:\WINDOWS\TEMP\fiill proposal.doc

�expand collaborative efforts with other community resources to address local issues, and to
link students with more opportunities to apply classroom education in efforts to enhance the
quality of life in Grand Rapids.
K-12 Volunteer Programming: While a great deal of activity exists in the K-12 volunteer or
"service learning" arena, there is not a great deal of infrastructure for shared learning and
resource dissemination. Two of the strongest statewide initiatives rest with the Council of
Michigan Foundations (Learning to Give program, a curriculum-based service learning
program) and the Michigan Community Service Commission (Learn &amp; SERVE communitybased and school-based funding, with a corresponding statewide advisory council).
CMA will convene of committee, inviting representatives from GRVC, higher education
service-learning programs, United Way, The Grand Rapids Community Foundation/ and K12 education, to research service-learning opportunities and develop a K-12 service-learning
initiative in mid-Michigan. It is anticipated that the mid-Michigan K-12 service-learning
initiative will be a model program for rural communities.
Timetable for implementation
The four founding organizations of the ConnectMichigan Alliance began developing the
concept of the new organization on June 1, 1999. hi early 2000 the Boards of all four
organizations approved the concept and staff was directed to move forward with
implementation plans. In October of 2000 the State of Michigan allocated a $10 million
challenge grant to the ConnectMichigan Alliance. On December 19, 2000 the
ConnectMichigan Alliance officially began its $10 million campaign to leverage the state's
challenge grant, lead gifts of $1 million from the W. K. Kellogg Foundation, and the Charles
Stewart Mott Foundation were announced. The campaign must be completed by October 1,
2002 in accordance with the State's challenge.
The Board of the ConnectMichigan Alliance held its first meeting on February 1, 2001 and is
finalizing the process of hiring an executive director. On July 1, 2001, Volunteer Centers of
Michigan and Michigan Campus Compact joined fnarpr nndrr tho umbrollmofme
ConnectMichigan Alliance.
«*•&gt; otLjL+j&amp;- ft^gfj- Q-vau^u

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List of partners in the project and their roles.

Separate, but working in collaboration, the following organizations have combined to build a
powerful force—infrastructure—for volunteerism in Michigan: Michigan Campus Compact
(MCC); Michigan Community Service Commission (MCSC); Michigan Nonprofit
Association (MNA); and Volunteer Centers of Michigan (VCM).

MCC and VCM will operate as organisations under the CMA.uHibrcHn. MCSC and MNA
will not operate under the CMA rfmbrepa but will continue as partners of this initiative
through representation on the CM^Board.
We have inched a description of the specific focus and role of each CMA partner under
Attachrnenj#. I
\J

C:\WINDOWS\TEMP\full proposal.doc

�i

Acknowledge similar existing projects or agencies, if any, and explain how your agency
or proposal differs, and what effort will be made to work cooperatively.

There are no similar existing projects or agencies in Michigan, or in the United States. CMA
is a model initiative that may be replicated in other states (several states have contacted CMA
for information).
i

Describe the active involvement of constituents in defining problems to be addressed,
making policy and planning the program.

The partners of this initiative, Michigan Campus Compact, Michigan Community Service
Commission, Michigan Nonprofit Association, and Volunteer Centers of Michigan, engaged
in a one-year planning process that involved staff, board members and constituents from each
organization. Each partner organization officially endorsed CMA through formal Board
resolutions.
i

Describe the qualifications of key staff and volunteers that will ensure the success of the
program. Are there specific training needs for this project?

We have attached resumes of key staff for your review. There are no specific training needs
for this project. CMA staff are experienced professionals and, in the spirit of providing
quality service to their constituencies, are encouraged and supported in their ongoing pursuit
of professional development opportunities.
i

Long-term strategies for funding this project at the end of grant period.

Your support will help to ensure CMA's long-term funding needs are met. The establishment
of a $20 million endowment fund increases CMA's organizational capacity to meet the needs
of individuals, organizations and communities throughout Michigan.
3. Evaluation
i

Plans for evaluation, including how success will be defined and measured.

Currently VCM and MCC are included in MNA's evaluation plan that includes summative
and formative evaluation strategies conducted by independent evaluation firms. CMA will
develop its evaluation plan by September 30, 2001.
i

How evaluation results will be used and/or disseminated and, if appropriate, how the
project will be replicated.

Replication of CMA in other states is very probable, as organizations throughout the country
have expressed interest in establishing a similar strategy in their states. Evaluation results
will not only be key to ensuring quality service in Michigan, but to also provide documented
evidence of best practice to other states.
i

Describe the active involvement of constituents in evaluating the program.

C:\WTNDOWS\TEMP\full proposal.doc

�Currently, VCM and MCC are included in MNA's evaluation plan that includes summative
and formative evaluation strategies conducted by independent evaluation firms. CMA will
develop its evaluation plan by September 30, 2001.
4. Budget Narrative/Justification
i

Grant Budget; use the Grant Budget Format that follows, if appropriate.

Please see Attachment #.
i

On a separate sheet, show how each budget item relates to the project and how the
budgeted amount was calculated.

Please see Attachment #.
i

List amounts requested of other foundations, corporations, and other funding sources to
which this proposal has been submitted.

Please see Attachment #.
The ConnectMichigan Alliance is in the process of meeting with staff representing
foundations throughout Michigan. The CMA Campaign includes a Foundation Division
chaired by William C. Richardson, President of the W.K. Kellogg Foundation, a Corporate
Division chaired by Michelle Engler, First Lady of Michigan, and a Special Gifts Division,
chaired by Julie Fisher-Cummings, President and CEO of the Starlight Foundation. The
campaign also includes a Family Division, which gives Board, and staff members of the
founding organizations the opportunity to support CMA.
It may be of interest to the Foundation that, to date, 100 percent of staff from Michigan
Campus Compact, Michigan Nonprofit Association and Volunteer Centers of Michigan have
supported the ConnectMichigan Alliance Campaign. The Michigan Community Service
Commission staff and Board campaigns are scheduled to close at the end of August, as are
the Board campaigns for Michigan Campus Compact, Michigan Nonprofit Association, and
Volunteer Centers of Michigan. All have established a goal of 100 percent participation.
i

In the event that we are unable to meet your full request, please indicate priority items in
the proposed grant budget.

Not applicable.
5. Organization Information
i

Brief summary of organization's history.

On July 1, 2001, semcthing truly auu^ii^ luuk place in Michian, On that dato r tfae results of
more than two years of collaborative planning on the part of leaders from communities
throughout the State of Michigan for the future of volunteerism, service and civic
engagement were realized when the ConnectMichigan Alliance officially opened its doors for
the first time.

C:\WINDOWS\TEMP\fiiII proposal.doc

�The ConnectMichigan Alliance is truly a genuine collaboration. It builds upon initiatives
already in place and includes a statewide network of Volunteer Centers helping local
communities match volunteers with opportunities to help (Volunteer Centers of Michigan). It
also includes those who have joined a network that strives to instill an ethic of service and
civic action in college students (Michigan Campus Compact), and a statewide association for
nonprofits that gives a voice to and supports the vast array of Michigan's nonprofit
organizations (Michigan Nonprofit Association). Finally, it includes a governmental body
that promotes service by leveraging state and federal funds to support and recognize local
volunteer efforts (Michigan Community Service Commission). These groups have come
together creating a powerful force for volunteerism - a private nonprofit organization - the
ConnectMichigan Alliance.
t

Brief statement of organization's mission and goals.
The mission of the ConnectMichigan Alliance is to promote and strengthen a life-long ethic
of service and civic engagement through the support of community building initiatives.

ConnectMichigan Alliance Goals
1. Increase access to volunteer/civic engagement initiatives through Volunteer Centers for
all Michigan Citizens.
2. Increase long-term financial capacity of local Volunteer Centers.
3. Increase access to professional development opportunities for staff and Boards of
volunteer-based nonprofits to deepen the leadership in a community.
4. Improve the quality of life in every Michigan community with improved nonprofits—the
engines of civic engagement in local communities.
5. Increase the capacity for personal and educational success of children and adolescents.
6. Increase the capacity for success and community involvement of young adults entering
the workforce.
7. Improve the quality of life in communities throughout Michigan while demonstrating and
promoting the power of volunteerism.
8. Increase visibility of the positive impacts of service-learning, civic engagement and
volunteerism.
i

Description of current programs, activities and accomplishments.

The ConnectMichigan Alliance (CMA) is a new organization. All current programs of the
Michigan Campus Compact and the Volunteer Centers of Michigan will continue, and some
current programs of the Michigan Community Service Commission may be transferred to
CMA. Please see Attachment #.
i

Organizational chart, including board, staff and volunteer involvement.

Please see Attachment #.

C:\WINDOWS\TEMP\full proposal.doc

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                    <text>7/12/01
Grand Rapids
Number of pages including cover A/166/

community foundation

FAX
Peter Secchia 365-0060
Tom Monaghan 957-0234

TO:

FROM:

Diana P. Sieger, President
Grand Rapids Community
Foundation

Kyle Caldwell (517) 3734977

161 Ottawa N.W Suite
209-C
Grand Rapids, Ml 49503
e-mail

dsieger@grfoundation.org

Phone

616.454*1751

Phone

Phone

616.454-64SS

Fax Phone
CC:
\REMARKS:
Re:

D

Urgent

D For your re view

D Reply ASAP

Q Please Comment

ConnectMichigan Alliance

Peter:

In looking through the list, I will follow through with:
Milt Rohwer from the Frey Foundation though I think there is a contact that could be made here
to David Frey from Mrs. Engler also.
Susan Broman from the Steelcase Foundation
Sam Cummings
Wage Foundation
I believe there is an effort to organize a meeting involving Michelle Engler, Kyle Caldwell, Tom
Monaghan, you and me so we can follow through with the right folks doing the "ask" I'll keep
you posted. Thanks! Diana

LO/LO: fl Sfj:£L

LO/Zl/ZO

SSV9

919

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Kyle Caldwell
FYI--Review &amp; Discard
Review &amp; Return

Review &amp; Handle
Urgent Action
File
Other
Comments:

�STATE OF MICHIGAN

JOHN ENGLER, Governor

MICHIGAN COMMUNITY SERVICE COMMISSION
Chairperson
Russell G. Mawby
Executive Director
Kyle Caldwell

111 s. Capitol Ave.
George W. Romney Bldg., 4th Floor
Lansing, Michigan 48913
Telephone: (517) 335-4295
FAX: (517) 373-4977

July 17, 2001

Ms. Sandy Ulsh
Vice President and Executive Director
Ford Motor Company Fund
WHQ, Suite 335
One American Road
Dearborn, MI 48126-2798
Dear Sandy:
It was great to meet you at the White House for the America's Promise event. I really enjoyed
the extra time we spent together and the opportunity to get to know you.
Enclosed are the ConnectMichigan Alliance materials we discussed. Information specific to the
ConnectMichigan Alliance's impact on Southeast Michigan is in draft form-and, I believe, will
be presented when you meet. If you have questions or need additional information, feel free to
contact me at 517.335.7875 or grillm@state.mi.us.
Sincerely,

Mary Grill
p.s. Hope you've been able to "kick start" your Atkins program.

�</text>
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Kyle Caldwell
Date:
FYI--Review &amp; Discard
Review &amp; Return
Review &amp; Handle

rgent Action
File
Other
Comments:

�CoJlllllunity Impacts

~

Page 1 of3

Community Impacts Overview

• Provide Venture Grants- CMA, once its endowment is fully realized, will be able to provide $250,000 on an
annual basis for venture funding oflocal volunteer programs. Groups such as volunteer centers, universities and
colleges, and organizations that significantly utilize volunteers would be eligible to participate on a competitive
basis.

~ ~~~ .z;~ 1/~
• Strengthen Local Volunteer Centers - CMA will provide training and technical assistance to existing center' s
staff and board of directors. CMA will work with local centers to expand their service to rural areas in their vicinity
when appropriate through satellite offices and improved use of technology. Services include: site-based
consultation and training; facilitated quarterly networking meetings; new director orientation and mentoring; fund
development training and assistance; mini-grant opportunities; marketing initiatives; and connection to other state
and local resources.

• Increase Corporate and Business Volunteerism- CMA will work with local organizations to promote and
establish corporate and rural business councils.

~~IV~-(()~
• Increase Family Volunteerism- Due to time constraints and work schedules many families are looking to
volunteer together. It allows the family time to be with one another and establish family values around service and
volunteerism. CMA will provide the appropriate training and technical assistance for community organizations to
learn how to provide meaningful and constructive opportunities for families who want to volunteer.

~~~~1/~-~tJ~

• Develop a Training Hub - CMA proposes that Midland be a hub for training and technical assistance focused
toward small to mid-size nonprofits. CMA, in partnership with the local volunteer center, will provide regionally
based training that will strengthen local nonprofit use of volunteers and board members.

• Provide Training on Volunteer Management - CMA will provide local offerings for volunteer management
training and technical assistance geared toward local organizations. Issues such as recruitment, screening, retention,
liability and recognition will be addressed by the training curriculum.

• Strengthen Board Leadership and Participation - CMA will wok with local organizations to strengthen their
boards of directors through workshops, trainings, and on-site consultation.

• Engage More College Students in the Community- CMA will continue to provide local colleges and
universities grant opportunities, service learning training and student recognition .

.../2?action=Attachment. View&amp;Item.Attachment.id=2&amp;User.context=opgtNghlmrHm&amp;Item.drn=:8/9/0 1

�C~nnmunity

Impacts

Page 2 of3

• Engage More K-12 Children in the Community- CMA will provide local schools and agencies the training to
engage young people in the community. Training will include youth development, service learning curriculum
development and agency readiness.

Organizational Overview
• The mission of the ConnectMichigan Alliance is to promote and strengthen a life-long ethic of service and civic
engagement through the support of community building initiatives .

•

need~

p'annin~

• CMA programs and services address four areas of
iaenri:ticd tlnoagh a t" 8 yon
Ji:F?Cess dult
.i?@ll~tti m8t e than ?8 emltttt,t., 88 PtpiCsuttiag localnoh}Jw:6t mga:riz:atiens tkt8dgl:oot tlu s•au. 1*1\ese &amp;Pea~
.insluM.Community Volunteerism; Youth Volunteerism; Higher Education; and Training and Technical Assistance.

• Cmmectfdichigaa-&amp;.&amp;founding partners: Michigan Campus Compact, Michigan Community Service
Commission, Michigan Nonprofit Association, and Volunteer Centers ofMichigan. e~~~-J ~ C!,..M~-~...,,

E

ConnectMichigan Alliance was designated a 501(c)(3) organization by the IRS on June 8, 2001 . ConnectMichigan
Alliance began operations on July 1, 2001 .

~~k~~~

• The ConnectMichigan Alliance senior management team is headed up by Dr. John Lore, President and CEO of
CMA. Dr. Lore is supported in leadership by Amy Smitter, Director of the Michigan Campus Compact, Judy
Tyrnowicz, Director of Volunteer Centers ofMichigan, and Tim Swope, Director ofFund Advancement.

• The ConnectMichigan Alliance is governed by a

twen~ember Board of Trustees~

• CMA ~directly suppo~the initiatives efthe fum estab!isbd ''slwtea ~ S*ere.serving the mid-Michigan
region: Midland County Volunteer Action Center, Volunteer Center oflsabella County, Saginaw Volunteer Center,
and Volunteer Resource Center ofBay County. CMA will directly support the efforts to establish the three
emerging Volunteer Centers that will provide service to the mid-Michigan communities of Clare County, Gladwin,
and Gratiot County .

.../2?action=Attachment. View&amp;Item.Attachment.id=2&amp;User.context=opgtNghlmrHm&amp;Item.dm= 8/9/01

�Cgmmunity Impacts

Page 3 of3

-

• CMA will directly support the volunteer and service '/earning initiatives of the five established service-learning
programs serving the mid-Michigan region: Alma College, Central Michigan University, Kirtland Community
College, Mid Michigan Community College, Saginaw Valley State University, and Northwood University .

.../2?action=Attachment. View&amp;Item.Attachment.id=2&amp;User.context=opgtNghlmrHm&amp;Item.drn= 8/9/01

�</text>
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                    <text>Kalamazoo Community Foundation August 09, 2001 Visit Report
Dave Gardiner

Page 1 of 1

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

Dave Gardiner

Vice President - Programs
Kalamazoo Community Foundation

Meeting Date:

August 9, 2001

Attendees:

Joel Orosz, Program Officer, W.K. Kellogg Foundation
(CMA Volunteer)
Kyle Caldwell, Executive Director, Michigan Community
Service Commission
Absent Aaron Cantrell, Executive Director, Voluntary
Action Center of Greater Kalamazoo

Topic(s) of Discussion:

Kalamazoo Community Foundation contribution to the
CMA Can1paign.

Notes:

Mr. Orosz briefed Mr. Gardiner on the history of the
founding organizations, the ConnectMichigan Alliance and
the Campaign and sought his advice and assistance in
approaching the Foundation about participating in the
CMA campaign.

Requested a gift of$100,000 from the Foundation in a
proposal sent in advance to Mr. Gardiner.
Mr. Gardiner requested an explanation of CRCF investment
strategy to ensure that funds were part of a comprehensive
investment strategy.

He asked, "What's in it for Kalamazoo?" and wanted to
know what the local support was for the campaign and the
partnering organizations. He requested local letters of
support. Mr. Orosz emphasized the potential for return on
their investment over a 3-year period especially given the
involvement of the area higher education institutions and
the VIG program.
Mr. Gardiner asked about the participation of other
community foundation and requested a list of community
foundations that have given to date.

Finally, Mr. Gardiner was briefed on the staffing of the
CMA and was intrigued by the appointment of John Lore

�Kalamazoo Community Foundation August 09, 2001 Visit Report
Dave Gardiner

Page 2 of 2

given his past relationships with Kalamazoo (Nazareth and
Western) and with Jack Hopkins specifically. He
suggested that John call Jack and suggest that CMA give a
presentation to their board.
This last point is especially important as Mr. Gardiner
made it a point to explain the various funding approval
process that proposals need to go through. He especially
emphasized that Jack can approve gifts at the $50,000 level
without board approval, however, anything above that
needed to be put before the board. It is important,
therefore, to get a presentation before the board if a gift of
over $50,000 is to be secured.

Mr. Gardiner will review the proposal and contact us. He
was surprised at the (high level of the) request amount.

Pledge/Gift Received:

No activity at this time

Staff Assigned:
Action Steps:

Kyle Caldwell
Follow up to this initial visit.

Task
Description of investment
strategy from CRCF
Local letters of support
Call from John Lore to Jack
H.
Revised proposal submitted
List of committed
community foundations

Due Date
Oct. 1
Oct. 1
August 10
Oct. 1
Oct. 1

Status

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Capital Region Community Foundation (ConnectMichigan Alliance Fund)

6035 Executive Drive, Suite 104

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Lansing, MI 48909

Telephone number (517)272-28701 (517)353-5038

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(517) 272-2871 I (517) 355-3302

Email address
Web site

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Phone number

1987 (CRCF) 12000 (CMA)

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Operating budget:$ 389 ,OOO(CRCF) I $1,043 ,4'--"0--"0--'-""'~

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List any previous support from the Kalamazoo Community Foundation competitive grant cycle in the last five years:
Year:

Amount:$

Year:

Amount: $

Year:

Amount:$

Purpose:- - - - - - -

- - - --

Project name for this application:

-

Purpose:
Purpose:

ConnectMichigan Alliance_ __

Purpose of grant: (limit response to 50 characters):

To support and enhance volunteerism in

Kalamazoo and Michigan.
Amount requested: $ 100,000
Date(s) funds from grant are needed:

Total project costs: $ 20,000,000

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�ConnectMichigan
r!ttiance
August 7, 2001
Dave Gardiner
Vice President - Programs
Kalamazoo Community Foundation
151 S. Rose Street, Suite 332
Kalamazoo, MI 49007-4775
Dear Mr. Gardiner:
On behalf of the ConnectMichigan Alliance (CMA), I am pleased to submit this proposal for a
grant in the amount of $100,000 . If approved, your grant will be combined with other resources
totaling $20,000,000 in support of your community ' s partnerships with CMA. Specifically, it
will ensure a perpetual commitment to improve the quality of life in Kalamazoo and other local
Michigan communities through the power ofvolunteerism and service.
CMA programs and services address four areas of need, as identified through a two-year
planning process that engaged more than 70 executives representing local nonprofit
organizations serving communities throughout the state. Those areas include General
Yolunteerism; Youth Yolunteerism; Higher Education; and Training and Technical Assistance.
The ConnectMichigan Alliance (CMA) is a new organization. However, its founding partners
are well-established, statewide, constituency-driven infrastructure organizations with long track
records of successfully supporting local volunteer and service-learning programs in Kalamazoo
and other local Michigan communities. CMA creates an increased organizational capacity to
continue existing services and develop new infrastructure services essential to the success of
volunteerism and service-learning initiatives in Kalamazoo.
CMA is a valuable resource to local Volunteer Centers and other community-based nonprofit
organizations. As a partner in local initiatives, CMA is not prescriptive in the application of its
resources. As local nonprofits identify community needs, they are able to access and apply
CMA programs and services in a manner that best serves their communities.

Chair
Edward Bk'''
Vice- Chair
Miche ll e Engler
Secretary-Treasurer
Terry Pruitt
Board of Trustees
Caro lyn Bloodworth
Nonie Brennan
Kyle Ca ldwell
Virgil Carr
Julie Fisher C u mming~
Thomas Dolan
Regi na Fonushnial-.
Eric R. Gi lbemon
Dorothy Joh nson
Barbara Mi eras
Theresa Nelson
Juan Olivarc7
Anne Rosewarnc
Kathy R osso~
Sam Singh
All iso n Trepra
President and CEO
John Lore

The CMA Campaign is truly a unique window of opportunity to ensure the strength and
stability of Michigan ' s volunteers. The state of Michigan provided a $10 million challenge
grant (one-dollar-for-one-dollar) toward this initiative that allows the Kalamazoo Community
Foundation to double the impact of its grant.
s~.

We appreciate your consideration of this proposal. Joel Orosz and Kyle Caldwell are looking
forward to further discussing this opportunity with you further on Thursday, August 9, 2001 .
Sincerely,

~

'

Sam Singh
Interim Director

Co nnec tMi chi gan All iance P.O. Box 22004 Lans ing, M ichi gan 48909-2004 phone 888-24::!-7075 fax 517-2-II&lt;'X6l)
\ p.lrlncr~hip of: Mi chigan Campus Compact. Mi chi gan Co mmunity Service Co mmi ssio n, M ic higan No np rofi t Association . Volu nt eer Center~ of Michtgan

�C. Narrative

1. Organizational Information
Mission
The mission of the ConnectMichigan Alliance is to promote and strengthen a life-long ethic of
service and civic engagement through the support of community building initiatives.
Description of Current Programs, Activities, and Accomplishments
MCC has four active members in the Kalamazoo area-- including Davenport University,
Kalamazoo College, Kalamazoo Valley Community College and Western Michigan University
(WMU) . The past president of Davenport University has served as an active chair for MCC over
the past two years. Both Davenport University and KVCC are expanding their programs and
work with MCC through grants and on-campus trainings in service-learning. Kalamazoo College
has a comprehensive career portfolio program that actively engages students in community
service as part of their overall educational experience. In addition, Kalamazoo College has a past
faculty fellow and close community tie through several faculty members to the Woodward School
for Technology and Research. WMU has over 33 student groups doing community service and
involves over 2000 students annually in one day service projects.
The Volunteer Center of Greater Kalamazoo (formerly Voluntary Action Center) has served as
one ofVCM' s strongest leaders. The Center and director Aaron Cantrell were instrumental in the
founding ofVCM, as Cantrell worked closely with former Governor George Romney in
establishing and achieving the vision for the state network of Volunteer Centers. Additionally,
due to his role with VCM, Cantrell has served as past chair of the VCM Operating Council and
has represented VCM nationally with the Points of Light Foundation through the Volunteer
Center National Network Council. These roles have spotlighted the Kalamazoo Center and its
staff on both the state and national levels.
Kalamazoo is a very active community in terms of volunteer and service-learning initiatives.
Examples of recent collaborative efforts between Kalamazoo nonprofit organizations, Volunteer
Centers of Michigan and/or Michigan Campus Compact include:

Service-Learning
Universities as Citizens Summer Planning Institute at Kalamazoo College (June, 1999)
This Planning Institute was a collaboration between a group of state Compacts, called the
Midwest Collaboration. This collaboration between Indiana, Ohio, TI!inois and Michigan
Compacts provided the opportunity for seven teams from 116 member campuses in the Midwest
to attend the institute to plan and develop an action plan with their community partners to
institutionalize service-learning programs on their campuses. The following campus/community
teams were selected:
•
•
•
•
•

Central Michigan University- Mt. Pleasant, Michigan
Indiana University Purdue University Indianapolis - Indianapolis, Indiana
Kalamazoo College -Kalamazoo, Michigan
Michigan State University- East Lansing, Michigan
Saint Mary' s College - Notre Dame, Indiana

S \CM A\community foundat ions\K.alamazoo\proposal narrative final8 -7-01 doc

Page 3 of21

�+ Southern TI!inois University- Carbondale- Carbondale, TI!inois
+ Olivet College - Olivet, Michigan
The Universities as Citizens Summer Planning Institute was hosted by Kalamazoo College.
Funded by a grant from the Corporation for National Service to the Midwest Collaboration and a
grant from the National Campus Compact Office, the Institute focused on the scholarship of
engagement - the integration of teaching, research and/or professional service with community
partners. The Institute was designed to provide an environment for campus/community teams to
plan specific projects that foster public engagement. In addition, the Institute explored key issues
related to campus planning.

Training and Technical Assistance
In July, 2000, Robin Lynn Schultheiss (Director, VCM) presented a half-day workshop, "For
Volunteers Only" as part of the local training series hosted by the Volunteer Center of Greater
Kalamazoo. This training was focused primarily on long-term volunteers and board members of
local nonprofits, stressing their unique role as organizational historian and leader. Additionally,
maintaining the delicate relationship between staff and volunteers was discussed at length. In the
summer of 1999, Schultheiss conducted a workshop on Effective Volunteer Management for the
same training series.
Volunteer Center of Greater Kalamazoo staff members have participated in a number ofVCM
sponsored professional development opportunities, including fund development strategies and the
Volunteer Center Academy. VC of Greater Kalamazoo staff regularly serve as volunteers at
MNAIVCM sponsored conferences, in exchange for discounted registration fees.
MCC also presented a training session for faculty on service-learning hosted by Kalamazoo
Valley Community College during the spring semester of2000.

Grants
Capacity Building Mini-grant- $2,000
In 1998, the Volunteer Center of Greater Kalamazoo was the recipient of a $2,000 capacity
building grant from VCM, to assist with a technology upgrade resulting in an improved volunteer
referral and tracking mechanism. The grant funded one portion of a comprehensive system
upgrade and provided leverage for the Center to secure the additional funding.
Volunteer Investment Grant &amp; Romney Endowment- $50,000
In 1998, the Volunteer Center of Greater Kalamazoo was among the first in the state to leverage a
$25,000 award through the George W. Romney Fund for Volunteerism in Michigan and an
additional $25,000 from the Volunteer Investment Grant administered by the Michigan
Community Service Commission (MCSC). Raising $25,000 locally for the MCSC 1:1 challenge
grant enabled the Volunteer Center to establish an endowment fund of $50,000, which will
provide program and operational support into perpetuity. It is the goal of the Romney Fund that
local Volunteer Centers will continue to grow the fund to a level that provides adequate support
for core programs.
Western Michigan University
WMU continues to develop a web-based resource book that will inform and provide students,
faculty and staff of community volunteer opportunities and needs.

S:\CMA\community foundations\Kalamazoo\proposal narrative finaiS-7-0 1 doc

Page 4 of21

�Western Michigan University
This proposal called "Hands-on-Science" established a mentor program between 10-20 Western
Michigan University students of physics, chemistry, and geography and twenty advanced students
at the Woodward School for Technology and Research in Kalamazoo. For a period of three
months, the WMU students assisted the elementary school students to develop science fair
projects. The elementary students also visited Western' s campus.
Western Michigan University
During the Fellowship term, Faculty Fellows provided expertise to meet a community
organization's needs. Dr. Paul and his students focused on independent living for seniors.
Students did needs assessment for seniors homes and then followed up with them to see if the
assessment made a difference on safety and if the recommendations were being heeded. Faculty
Fellows also teach a service-learning course, conduct a research project and participate in three
retreats. Recognized as service-learning leaders, Faculty Fellows inspire and support colleagues
at their own institutions to become involved in academic service-learning and other forms of
professional community engagement. All of their work was chronicled in a professional
development portfolio which Faculty Fellows are encouraged to submit for review, promotion or
tenure actions.
Kalamazoo College
As a Faculty Fellow, Dr. Bruce Mills focused on needs identified through dialogue with the
Kalamazoo Regional Educational Services Agency [KRESA] autism-programming team.
Through the Creation of "Social Stories," students in a service-learning course "Out of Silence:
From Autism to Art" contribute to the development of autism-impaired students ' social skills and
language abilities. As a result of Dr. Mills research, two in-service trainings for KRESA staff
were be held at Kalamazoo College. In addition, the fellowship provided funds for travel to an
out-of-state conference on autism programming. Finally, a collection of essays on the impact of
autism were read in the community.
Western Michigan University
Dr. Gibson Hancox integrated a service-learning component into an undergraduate
Communication Training and Development course. Students conducted communication related
training to clients from two of the Kalamazoo Regional Educational Service Agency's (KRESA)
programs, Work First and School-To-Work. Student trainers engaged in extensive classroom
discussions, training journal entries and a series of directed writings to explore such issues as
adult Ieamer populations, KRESA client needs, theories of resource development, and the role of
training in nonprofit organizations.
ConnectMichigan Alliance Initiative
CMA programs and services address four areas of need, as identified through a two-year planning
process that engaged more than 70 executives representing local nonprofit organizations serving
communities throughout the state. Those areas include Community Volunteerism, Youth
Volunteerism, Higher Education, and Training and Technical Assistance.
The ConnectMichigan Alliance (CMA) is a new organization. However, its founding partners are
well-established, statewide, constituency-driven infrastructure organizations with long track
records of successfully supporting local volunteer and service-learning programs in Kalamazoo
and other local Michigan communities. CMA creates an increased organizational capacity to
continue existing programs and develop new infrastructure services essential to the success of
volunteerism and service-learning initiatives in Kalamazoo.

S·\CMA\community foundations\ K.alamazoo\proposal narrative final8·7-0I.doc

Page5of21

�CMA is a valuable resource to local Volunteer Centers and other community-based nonprofit
organizations. As a partner in local initiatives, CMA is not prescriptive in the application of its
resources. As local nonprofits identify community needs, they are able to access and apply CMA
programs and services in a manner that best serves their communities. CMA programs and
services available to local nonprofits include (implementation dates are in parenthesis):
Community Volunteerism

Volunteer Centers (July 1, 2001):
While diverse in their local delivery strategies, there are four basic tenets of Volunteer Center
serv1ces:
1. Volunteer Clearinghouse - a local Volunteer Center serves as a matchmaker between potential
volunteers and local nonprofitslinitiatives that are in need of volunteers. Each Center has a
volunteer application, screening and referral process, as well as accountabilities for nonprofits
who work with volunteers through the Center. In addition to placing individual volunteers,
Volunteer Centers work to develop appropriate projects to meet the changing demographics of
the volunteer sector, including programs for Family Volunteerism, Youth Volunteerism and
Employee Volunteerism. Some placements are long-term, others are short-term. Many
Volunteer Centers coordinate local Day of Service initiatives to introduce community members to
local opportunities. Examples of Day of Service initiatives include: Make A Difference Day,
National Youth Service Day, Day of Caring (with a local United Way), Join Hands Day and
Holidays of Caring.

2. Community Problem-Solving- local Volunteer Centers are fmding practical applications for
their database and relationship "web" by engaging more strategically in proactive community
problem solving efforts. In order to appropriately meet volunteer needs, a Volunteer Center is
uniquely positioned to understand many facets of an organization' s programming. By identifying
a key community issue and cross-referencing it with the Volunteer Center database of
organizations providing programs and services that impact the issue, a Volunteer Center can
initiate conversations, collaborations and strategies for a more holistic approach to service
delivery.
3. Marketing and Promotion - Volunteer Centers work to spread the word, not only about the
needs of the community, but also the success stories of effective change created by volunteer
initiatives. When community members begin to understand the full value and potential impact of
volunteerism, it stands to reason that they would feel it is a useful investment of their time. In
addition to the impact of volunteerism, people need to know- easily- how they can become
involved. This is where the 1-800-VOLUNTEER hotline and the presence of a Volunteer Center
in every community become critical.
4. Volunteer Recognition- as there is no "pay" for volunteerism, Volunteer Centers work to
ensure that local volunteers receive appropriate recognition. Large-scale annual community
volunteer recognition events are commonplace. Volunteer Centers are helping local nonprofits
meet the challenge of effective, meaningful, creative recognition.
To advance the efforts of local Volunteer Centers in meeting their missions, the VCM staff
provides support services that enhance the professional capacity of local staff. VCM ' s services
include: site-based consultation and training; facilitated quarterly networking meetings; new
director orientation and mentoring; fund development training and assistance; marketing
initiatives; and connection to other state and local resources. One of the primary responsibilities

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�of VCM staff is to advocate on behalf of all Volunteer Centers for resources and support services,
allowing local Volunteer Centers to focus on meeting local needs.

Corporate and Business Volunteerism (July 1, 2002):
As the corporate and business community seeks new avenues for community investment,
volunteerism is playing a key role in business plans and strategies nationwide. This growing
trend is realized through two primary means -- employee volunteerism and corporate or business
volunteer councils. In some business cultures, employees are expected to be civically engaged as
part of a formal job description; while others, the company approaches a flexible scheduling
arrangement as a means of supporting the "wholeness" of an employee' s life. In response to this
growing trend, communities have seen the outgrowth of corporate volunteer councils and rural
business councils that support and promote best practices of employee volunteerism and discuss
strategies for connecting philanthropy, volunteerism and responsible corporate citizenship.
These councils often work in close partnership with local Volunteer Centers and other nonprofit
organizations. Additionally, many communities have created "win-win" partnerships in the
development of board placement programs, whereby an employee is placed on a nonprofit board.
This placement allows personal and professional development opportunities for the individual , as
well as creating stronger ties to the business sector and access to needed resources and skills for
the local nonprofit. The ConnectMichigan Alliance will support and promote the best practices
of employee volunteerism through collaborative partnerships, sharing of innovative models and
best practices, and delivering training and technical assistance.

I-BOO-VOLUNTEER Hotline (July 1, 2001):
When an interested volunteer calls 1-800-VOLUNTEER, they are asked to input their ZIP Code
and are then connected immediately to their local Volunteer Center. If the caller is not currently
served by a local Volunteer Center, they are connected to Volunteer Centers ofMichigan (VCM).
1-800-VOLUNTEER is a national initiative, coordinated jointly by the Points ofLight
Foundation and Volunteer Center National Network. Michigan is the only state in the country that
currently has universal coverage.
Make A Difference Day (July 1, 2001):
Typically the third Saturday of October, this annual nationwide event is coordinated by the Points
of Light Foundation and USA Weekend Magazine. Once again, Michigan rose to the challenge
and launched one of the most comprehensive Make A Difference Day efforts in the country. For
the tenth anniversary of the National Make A Difference Day (2000), the Michigan initiative
included 84,901 volunteers participating in 605 projects which impacted 194 cities in 80 counties.

National Volunteer Week (July 1, 2001):
Held nationally during the third week of April, National Volunteer Week is celebrated in local
communities in a variety of ways. Many host local volunteer recognition events (frequently
coordinated by local Volunteer Centers); others coordinate days of service or conduct local
marketing campaigns to promote volunteer involvement; some focus very heavily on providing
speakers to service clubs, businesses and schools to discuss innovative approaches to
volunteerism. Through CMA, the Volunteer Centers of Michigan plan to conduct a statewide
media and marketing campaign each year, promoting the 1-800-VOLUNTEER hotline and local
Volunteer Centers as a point of connection in local communities.

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�America's Promise in MI (July 1, 2002):
Launched at the President's Summit for America ' s Future in April, 1997, America's Promise was
personalized to Michigan through the leadership of the Michigan Community Service
Commission. The 25 local Communities of Promise currently registered with MCSC and MCC
have access to support services and funding opportunities that allow them to more successfully
deliver the five fundamental resources to youth: a healthy start; safe places to learn and grow; an
ongoing relationship with a caring adult; marketable skills; and an opportunity to give back
through service. Through the coordinated efforts of CMA, we expect the number of registered
Communities of Promise to grow statewide.
Volunteerism Clearinghouse (July 1, 2002):
The Volunteer Centers ofMichigan and Michigan Nonprofit Association have built a collection
of reference books, guides and manuals; video tapes; audio tapes; on-line resources; and journals
that are available as references for volunteer program managers. Additionally, potential
volunteers can be directed to a multitude of sources for involvement in local volunteerism or can
be provided with self assessment tools to assist in decision making related to volunteer
involvement.
Youth Volunteerism

Youth Volunteer Opportunities (July 1, 2002):
Currently, there exists a myriad of opportunities for youth to be volunteers in their local
communities. While many adults tend to think immediately of volunteering at the local hospital,
humane society, or place of worship, the opportunities for youth service have grown dramatically
as more youth clubs (4-H, Boy and Girl Scouts, etc.) have incorporated service as a formal
component of their youth programming. Many Michigan youth also have access to Youth
Volunteer Corps programs (currently hosted in ten areas of Michigan), as well as local Youth
Advisory Councils (in partnership with Community Foundations and/or Volunteer Centers). The
partners of CMA will continue to promote and support these programs through collaboration,
technical assistance and supporting the principles of youth empowerment and leadership.
K-12 Service-leaming (July 1, 2003):
Many Michigan schools (public and private) and educators have begun to incorporate the values
of service-learning into their curricula. Service-learning is a means of making education "real" to
students by providing practical real-world application of classroom learning. English students
learn to research, interview and document the life history of elders in their community; biology
and chemistry students conduct water testing for contaminants in local rivers and streams and
then plan appropriate clean-up efforts; art students rejuvenate abandoned buildings or public
structures for community beautification projects ... the possibilities are endless. CMA will be
positioned to further the success of local service-learning efforts by preparing nonprofit
organizations to address fully the components of meaningful projects, as well as encouraging a
broader range of community partnerships and collaborations.
YES Ambassador Program (July 1, 2003):
Michigan has been host to the Points of Light's YES (Youth Engaged in Service) Ambassador
program for ten years . The role of a YES Ambassador is to promote the involvement of young
people in meaningful service and leadership opportunities. Michigan' s statewide focus has
resulted in the creation of the MYP AC (Michigan Youth Progressive Action Council), an
advisory council to the Governor through the Michigan Community Service Commission.
Additionally, the YES Ambassador works with numerous organizations and entities statewide,
preparing them for and promoting the benefits of youth leadership and civic engagement.

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�Service-Learning Support (July 1, 2001):
In Michigan, there are two highly developed support mechanisms for K-12 service-learning:
Learning to Give is a program of the Council of Michigan Foundations. Learning to Give is a
curriculum-based resource for educators that includes literally hundreds of ready-to-use lesson
plans crossing all disciplines and grade levels. Michigan educators will find appropriate
references to MEAP lessons, as well as opportunities to attend in-services and institutes that
prepare them to more fully engage their students and peers in service-learning.
Learn and Serve is a national grant program hosted in Michigan by the Michigan Community
Service Commission. Learn and Serve provides grant opportunities for both community based
organization and school-based service-learning initiatives. Learn and Serve also provides access
to state and national level technical assistance for the successful implementation and evaluation
of service-learning initiatives.
As CMA develops, it will identify and develop networking initiatives which enhances existing
outreach initiatives that link nonprofit organizations with their local schools and K-12 students.

Higher Education

Institute 011 Academic Service-Learning (July 1, 2001):
The Institute is an annual conference focusing on education and dissemination of information on
service-learning. Faculty and staff from higher education institutions in Michigan come to learn
and share new information, explore service-learning pedagogy and network between institutions.
Service Leaders/tip Camp (July 1, 2001):
The camp is an annual weekend activity for college students who are campus community service
leaders, to focus on organizing and improving their service activities for the year. Students and
their advisors learn new information, develop a year plan and network with each other.
Generally, 100-120 students attend from 10-14 public and private institutions.
Grants (July 1, 2001):
MCC has several grant programs that make a significant difference in college and universities
starting and maintaining support for service-learning, community service and civic engagement.
These grant programs include Venture Grants, Faculty Fellows Grants, Student Community
Action Fund Grants, Corporation for National Service Grants, among other grant programs
throughout the year. In 2000-2001 , MCC granted over $130,000 to 79 different grant programs
that have resulted in model programs, new initiatives and campus support for service activities.
Recognition (July 1, 2001):
MCC supports two statewide recognition ceremonies to honor faculty, staff, students and
administrators that participate in service-learning and community service. Annually, MCC
honors faculty and staff from 35 institutions of higher education in Michigan. College students
are nominated by campus staff or their community organization to be honored in an MCC
statewide ceremony each April. In 2001 , MCC honored over 70 students. This recognition
ceremony is a way to thank those who have worked hard to advance the use, value and
understanding of community service and service-learning at their institution and/or throughout
the state. Recognizing these individuals lends legitimacy and awareness to the work of
community service-learning practitioners on and off campus.

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�Networking Meetings (July 1, 2001):
MCC holds regular networking and informational meetings for Community Service Directors and
service-learning faculty from our 35 member institutions. These meetings offer opportunities for
these constituent groups to learn from each other and from professional development
presentations. Constituents find that these meetings help bring new practitioners into the fold ,
and offer support for their activities. In 2000-2001 MCC held 8 such networking meetings.
Student Community Action Network [SCAN] (July 1, 2001):
SCAN serves as the student component of Michigan Campus Compact (MCC). It is the student
voice that impacts decisions affecting community service made at state and local levels. SCAN
unites Michigan student leaders engaged in service on their college campus and provides
structured statewide opportunities for sharing campus activities, solving problems, discussing
issues in community service and service-learning, and utilizing resources available throughout
Michigan and nationally. The student representatives from each member institution obtain the
knowledge and ability to further service initiatives on their campuses through eight yearly
meetings.
Regional Collaborations (July 1, 2003):
Collaborations between campus programs in similar regions of the state or that are dealing with
similar issues on community service and service-learning, will be fostered .
Regionally in: Detroit, Grand Rapids, Kalamazoo, Flint/Saginaw and Lansing.
Issues: Rural; Urban,· Part-time staff; Full-time staff; and specific programs, such as, Tutoring,
Community Building, etc. Regional collaboration will increase capacity of community service
and service-learning programs. Specifically, collaborations will mean an increase in quality of
one-time/one-day volunteerism projects, such as Make a Difference Day. Community based
organizations will also benefit from bringing local college and universities together to plan
events, because they will no longer need to develop special relationships with each campus for
one-time events.
Publications/Dissemination (July 1, 2002:)
Service-learning publishing opportunities for faculty will be increased. These publications will
support both the case for the use of service-learning pedagogy and the needs of faculty to publish.
This initiative is member-driven because of the pressure to publish for faculty promotion. Also,
publications provide the opportunity to develop the body of knowledge on the benefits of servicelearning and civic engagement in the classroom.
Promoting Multi-Disciplinary Service-Leaming (July 1, 2003):
Higher education faculty and staff will be trained to engage in multi-disciplinary service-learning
initiatives. Increasing the disciplines involved with service-learning projects presents a well
rounded look at community problems and will create better learning opportunities for students
that help them to integrate service into their majors. In addition, multi-disciplinary servicelearning creates deeper service projects with greater capacity and impact and helps to
institutionalize service-learning on college campuses.
Student Civic Engagement Opportunities (July 1, 2002):
Educational opportunities will be created for students to learn about civic engagement, such as:
• Student led panels around the state on civic engagement topics, and
• Statewide civic engagement conference for students.
This will help to increase participation in civic education on college campuses and involve
students in their own civic development. Michigan will model programs for the rest of the nation
on college campuses.

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�Training and Technical Assistance
Statewide Initiatives (July I, 200I):
CMA will host Volunteerism SuperConference in collaboration with Volunteer Centers of
Michigan and the Michigan Nonprofit Association. The SuperConference, a bi-annual event,
attracts more than 1,000 participants for education and networking around the topics of volunteer
management, motivation, outcomes and impact measurement, community leadership and others.
The SuperConference addresses the full range of the volunteer sector, from youth to senior, new
volunteer to 20 year veteran, program staff to executive director. The SuperConference draws
national leaders as keynote speakers, boasting a history that includes Barbara Bush, Colin Powell
and Mark Victor Hansen. The 2002 SuperConference, through the sponsorship of the Michigan
Community Service Commission will feature a track for national service members and program
managers as well as hosting the nationally recognized Prudential Youth Leadership Institute.
Training and Technical Assistance (July I, 2001):
In collaboration with local Volunteer Centers and Higher Education service-learning offices,
CMA will establish five regional training hubs to ensure accessibility to vital training
opportunities for local volunteer and service-learning organizations. Local partners (Volunteer
Centers and service-learning offices) will help CMA identify training needs specific to local
communities and host workshops and seminars. Additionally, CMA will collaborate with local
management service organizations (MSO) and the Michigan Nonprofit Association (MNA) in
providing local nonprofit organizations access to capacity-building and nonprofit management
training opportunities through the same training hubs.
Training will include capacity-building workshops on Board Development and Training,
Volunteer Management (recruitment, retention and recognition), and Nonprofit Management
(through MSO and MNA). It will also include initiatives to link Volunteer Centers with local
businesses. Topics will include Corporate and Business Volunteer Programming, and Corporate
Councils.
CMA will also work in conjunction with local MSOs and MNA to recruit a cadre of consultants
assigned to specific geographic regions of the state. In addition to ensuring all geographic
regions of the state have access to professional consultants to help develop organizational
capacity, CMA will make available financial resources for such undertaking through a mini-grant
process.
Organization statement or policy regarding non-discrimination of employees and consumers
Article ll of the ConnectMichigan Alliance Employment Policies and Procedures as approved
February 1, 2001 specifically states:
"CMA provides equal employment opportunities (EEO) to all employees and applicants for
employment without regard to race, color, religion, sex, national origin, age sexual orientation, or
disability, as defined by law, or status of a Vietnam-era or special disabled veteran, in accordance
with applicable state and federal laws. In addition, CMA complies with applicable state and local
laws governing non-discrimination in employment.
This policy applies to promotion,
termination, layoff, recall, transfer, leaves of absence, compensation, and all other terms and
conditions of employment."
2.

Project

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�Statement of Documented Need/Problems to be Addressed
The establishment of the ConnectMichigan Alliance grew out of a two-year planning process
engaging more than seventy local nonprofit leaders from communities throughout Michigan who
recognized the need to deepen the quality and sustainability of Michigan 's volunteer
infrastructure. Their charge was to create a vision for their local communities by drawing upon
their common experiences in the development of a strategic plan to support volunteerism and
service-learning at the local level. In their deliberations, planners considered the following facts:

Overall Significance of Michigan's Nonprofit Sector
•

The nonprofit sector is growing faster than the overall Michigan economy which
means its impact on the economy and quality of life in the state continues to
significantly increase as well. According to a 1997 survey conducted by Public
Sector Consultants (PSC), there are nearly 38,000 nonprofit organizations operating
in Michigan with assets exceeding $60 billion.

Overall Significance of Michigan's Volunteers
•

•

•

•

Almost 90 percent of all charitable organizations participating in PSC's 1997 survey
rely on volunteers. Charitable organizations indicated they averaged 180 volunteers
and nearly 9,500 volunteer hours, which translates to 4.6 full-time workers per
organization. PSC estimates that more than 1 million volunteers contribute nearly 60
million hours to Michigan nonprofit organizations, an equivalent of more than 28,000
full-time employees and nearly $760 million in donated labor.
According to Michigan Giving &amp; Volunteering, a 1999 statewide report published
jointly by the Council of Michigan Foundations and the Michigan Nonprofit
Association, 46.7 percent of Michigan adults volunteered during the past twelve
months - the majority indicating they are volunteering more hours annually than in
the past.
Also according to Michigan Giving &amp; Volunteering, almost half of all those who
volunteer donated their time to education in 1999, including public and private
schools, daycare centers, and preschools.
Michigan Giving &amp; Volunteering also revealed that 81.3 percent of those who did not
volunteer in 1999 indicated they had not been asked to do so - over half said they had
been volunteers in the past.

Changing Dynamics and Capacity Challenges in Supporting Volunteerism and ServiceLearning
•

As a requirement for graduation, many school districts and institutions of higher
education are mandating students complete a set number of hours of volunteer
service annually. While the intent is to civically engage young people in a
meaningful experience, the need for formal training available to nonprofit
organizations, to the schools and to the youth far exceeds its availability. U.S.
Department of Education research shows that schools that mandate service as a
component of graduation, but which do not provide adequate support, training and
placement services fare no better than schools that do not require serviceemphasizing the need for more support and connections between schools and
community based organizations.

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�•

•

•

•

•

Over the past ten years, a number of statewide organizations and initiatives have
emerged in support of volunteerism and service-learning. The current operating
environment is fragmented, which promotes the possibilities for duplication of effort,
competition for limited fmancial resources and minimizes opportunities for
collaboration in service to local nonprofits. Given these potential inefficiencies, it
seems unlikely that Michigan 's volunteer sector will realize its full potential.
A recent California study suggests that the average tenure for an executive director in
the nonprofit sector is four to five years. The study cites stress over capacity issues
as well as barriers to further career development as major factors.
Michigan corporations are experiencing a growing need to engage in local initiatives
to improve the quality of life in the communities in which they are located.
Increasingly, communities are looking to their corporate citizens to provide human
resources - board members and volunteers - in support of community projects. Both
corporations and nonprofit organizations are experiencing challenges in terms of their
organizational capacities to effectively manage, maintain and support this community
resource.
Michigan families are encountering external demands on their time as never before.
A study recently published estimated that fathers spend less than two hours of quality
time with their children on a weekly basis. Many families are looking for
opportunities to tum demands upon their time into opportunities to spend quality time
together. Families that seek to engage in civic activities find that opportunities do not
fit their ever-demanding schedules, do not align with the interests of their family
members and require more time than a family can provide in any single incidence.
With the demand for quality, family volunteer experiences increasing, local nonprofit
organizations need specialized training and technical assistance to effectively serve
this constituency.
The nonprofit sector is the fastest growing of all of Michigan ' s economic sectors.
This growth has created significant challenges for nonprofit organizations in terms of
their organizational capacities to develop and manage human and financial resources
necessary to forward their vital missions in the communities they serve. While there
are a number of training and technical assistance services offered to the sector,
accessibility is a significant issue for nonprofit organizations due to geographic and
financial barriers.

As research and planning continued, it became apparent that the existing infrastructure systems
would have to be substantially overhauled to increase the capacity to serve Michigan's volunteer
network. While the issue oflimited financial resources created a significant barrier to this
undertaking, failure to develop and implement the required statewide support infrastructure
certainly put past gains and future visions of local communities at risk.
CMA is the result of a two-year strategic planning process. Additionally, MNA and MCSC will
share a central location with CMA and its affiliates, which will reduce administrative expenses
and duplication of services. This arrangement, modeled after successful reorganization
strategies in the private-for-profit sector, enhances the technological capacity and customer
service models of the partners. CMA is a model for the sustainability and effective support for
the state' s nonprofit sector, volunteers, and service-learning educators.
List of Other Organizations or Partners Participating in the Project and Their Roles

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�Separate, but working in collaboration, the following organizations have combined to build a
powerful force-infrastructure- for volunteerism in Michigan. Major components of CMA
infrastructure include:

Michigan Campus Compact (MCC) - an association of 35 Michigan colleges and universities
that have joined a compact that works to instill an ethic of service and civic action in the college
students of today. MCC works to educate, support and recognize institutions of higher learning
and their individual administrators, staff, faculty and students, who want to be involved in
promoting citizenship by encouraging service experiences for students. These experiences lay
the foundation for a lifelong ethic of public responsibility and community service. Students learn
to reflect critically on the world around them and take an active role in their community by
becoming directly involved with social issues and their solutions. MCC is the first organization
in the country to include its member presidents, students, faculty, and staff in the development
and implementation of service initiatives. This innovative approach to community problemsolving is one of the reasons MCC is an accomplished national leader in the service field;
Michigan Community Service Commission (MCSC) - a governmental body created by
executive order of the Governor in 1991 and codified in state law in 1994 that promotes service
and volunteerism by leveraging state and federal funds to support and recognize local volunteer
efforts. With an annual budget of more than $13 million in state, federal and private funds , the
MCSC is committed to enabling all citizens, including youth, to engage in public problem solving
through service and volunteerism. The MCSC fulfills this mission through a number of
programs, projects and activities. The MCSC also works to nurture the efforts of individuals,
human service agencies, programs, businesses and corporations to maintain their momentum and
help them grow to create partnerships for new opportunities for volunteerism and to marshal new
or existing resources to meet the needs of the people and the communities we share. The MCSC
is a catalyst for positive community change, stimulating innovative programs that meet
community needs through service. MCSC is a convener to bring diverse individuals and groups
together, building communities through shared efforts and common goals. MCSC acts as a
broker of ideas and resources, encouraging collaboration and entrepreneurial approaches to
service and volunteer program development.
Michigan Nonprofit Association (MNA)- an association for nonprofits that gives voice and
support to the vast array of nonprofit organizations and the constituents they serve throughout the
state. MNA' s mission is to promote the awareness and effectiveness of Michigan ' s nonprofit
sector, and to advance the cause of volunteerism and philanthropy in the state. MNA convenes
nonprofit leaders as well as the leadership of government and private sectors. MNA increases
understanding of the nonprofit sector, confronts common issues and concerns and promotes
collaboration. MNA encourages voluntary giving and service. MNA disseminates information
important to defining the sector, its scope and values on management/technical needs of
organizations in the sector, fostering communication and collaboration in the public, private and
nonprofit sectors. MNA takes an active role in public policy that affects the nonprofit sector.
MNA provides programs and services that enhance the sector by strengthening organizational
capacities; and
Volunteer Centers of Michigan CVCM)- a statewide network of36 volunteer centers that help
local communities match volunteers with volunteer opportunities. VCM ' s mission is to strengthen
existing volunteer centers, to provide leadership in developing new centers, and to promote and
strengthen volunteerism statewide. VCM supports local volunteer centers in their efforts to
mobilize people and resources to deliver creative solutions to community problems. To this end,
VCM programs and services include member mailings, workshops and seminars, local

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�consultations, quarterly meetings, semiannual Volunteerism SuperConference, grantmaking, a
resource library and public relations initiatives. VCM was the first management service
organization of its type in the country to employ a fu11-time staff to more efficiently and
effectively serve its constituency. In addition, VCM has developed a national model
accreditation program for local volunteer centers.
Description of How This Project Applies to Kalamazoo Community Foundation 's Operating
Principles
See the Broad View
CMA is the result of a strategic planning process that engaged local Volunteer Centers and
college and university service-learning programs in defining the futures of the local communities
they serve. CMA was established to ensure an effective statewide infrastructure is in place to
support initiatives to impact a neighborhood, an institution, and/or a system in local communities
in every Michigan community. CMA will provide critical support to increase the organizational
capacities of Kalamazoo-based initiatives.
See the Long View
Investing in CMA ensures the essential infrastructure necessary to support local volunteer and
service-learning will remain in place into perpetuity. The quality of life of future Kalamazoo
residents will be enhanced by your investment today.
Create Synergies
CMA is an excellent example of a good solution through the combined efforts of many. Local
leaders from communities throughout the state collaborated in the development and establishment
of this statewide support structure that is critical to the success of their efforts at the local level.
And, by its very nature, CMA encourages communities to address systemic, concentrated issues
by engaging multiple partners on multiple fronts to promote new solutions. CMA provides
opportunities on local, regional, and statewide levels to network and disseminate information.
Enhance Nonprofit Capacity
CMA was established to positively impact the organizational capacities of local nonprofit
organizations. CMA increases local nonprofit organizations accessibility to capacity-building
training and technical assistance, and expands the promotion of volunteerism and civicengagement at the local level.
Statement of Projects Efforts and Policies to Include and Involve Diverse Individuals and Groups
By its very nature, ConnectMichigan Alliance will engage diverse individuals and groups. Both
MCC and VCM are membership organizations supporting local nonprofit organizations that
represent diverse constituencies that comprise the local communities in which they operate.
Under the CMA administrative nexus, both organizations will continue to provide support,
training and technical assistance to local nonprofit organizations and educational institutions as
they work to improve the quality of life throughout their respective communities.
3. Evaluation
Plans for Evaluation, Including How Success Will be Defined and Measured
Evaluation has been a critical component of the work of the founding partners prior to the
creation of the ConnectMichigan Alliance. The Volunteer Centers of Michigan, Michigan

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�Campus Compact and the Michigan Nonprofit Association have been contracting with the Ann
Arbor based firm, Formative Evaluation Research Associates (FERA) since 1995 . The evaluation
work has measured the success and challenges of programs and the overall effectiveness of the
three organizations. The evaluation was utilized in the strategic planning efforts that led to the
development of the ConnectMichigan Alliance.
As CMA enters into its first fiscal year, it is essential that the evaluation work continue. The
CMA Board ofTrustees has dedicated a portion of their September board meeting to discuss the
development of an evaluation plan. The Board is developing a six member committee
comprising of trustees from each of the four founding partners and two at-large members. The
committee will be charged with the tasks of selecting an evaluation firm. CMA will conduct a
request for proposal process to select an evaluator. It is anticipated that CMA Evaluation
Committee will select an evaluator by early October. The committee will be looking for firms
and individuals that have experience in not only program evaluation but also evaluating strategic
alliances and mergers.
As the Evaluation Committee works with the evaluator in the development of its evaluation plan,
it will utilize three types of evaluation models: context, formative and outcome. The first model
of context evaluation will be critically important as CMA documents the successes and
challenges of working in a merged environment. Each region of the state has its own
demographics, politics and nuances, which the context evaluation will be useful in assessing. As
we develop programs and models with local organizations throughout the state, knowing the
regional, political and cultural factors contribute or impede progress will be helpful in program
design.
The second model of formative evaluation will be important as we begin to develop new
programs and evaluate our new strategic partnership. The board anticipates the new relationship
will be continuously maturing and constant review of the process will strengthen the systems of
CMA.
The last model of outcome evaluation will be our primary methodology utilized in our evaluation
plan. The organization will address the short and long term program objectives. The plan will be
a key tool in satisfying program expansion and donor interest in the success of the endowment.
As the board develops an external evaluation plan, the CMA staff is charged with the
development of an internal evaluation plan. Staff will conduct program monitoring, event
evaluations, constituent surveys and local focus groups. These activities are currently practiced
by the existing organizations and have been found to be an effective tool in program development
and enhancement.
Description of How Evaluation Results Will be Used by the Organization
Replication ofCMA in other states is very probable, as organizations throughout the country have
expressed interest in establishing a similar strategy in their states. Evaluation results will not only
be key to ensuring quality service in Michigan, but to also provide documented evidence of best
practice to other states.
Description of How Consumers and Target Populations are Involved in Designing, Planning,
Delivering and Evaluating the Project

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�The partners of this initiative, Michigan Campus Compact, Michigan Community Service
Commission, Michigan Nonprofit Association and Volunteer Centers of Michigan, engaged in a
two-year planning process that involved staff, board members and consumers and target
populations from each organization. Each partner organization officially endorsed CMA through
formal Board resolutions.

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�4. Budget Information
Project Budget

FY2001-2002
Acct.#

Acct. Name

General

MCC

VCM

Budget

REVENUE
4510
5000
5600

General Contributions
Interest and Dividends

5700

Restricted Grants(new)
Unrestricted Grants(existg)

6100

Program Fees

6200

Membership Dues

6305

Consulting
Sponsorships
Publications

6380
6400
6500

Misc. Income
TOTAL

$4 ,500

$4,500

570,000

570,000

75,000

117,000

50,000

242,000
41 ,200

6,700

27,200

5,250

125,250

5,000

10,000

5,000

35,000
2,000

41 ,200
7,500
5,000
25,000

13,000
120,000
5,000
2,000

1,057,150

687,000

298,200

71,950

220 ,000

95,000
21 ,000

55,000

370,000
21 ,000

220,000

116,000

55,000

391,000

EXPENSE
SALARIES
Salaries
7110
Intern/Member Salaries
7115
TOTAL
BENEFITS
7210

Benefits
TOTAL

66 ,000

34 ,800

16,500

117,300

66,000

34,800

16,500

117,300

LIABILITY INSURANCE
7400
Property Insurance
7410
D&amp;O Insurance

1,000
1,000

-

TOTAL

2,000

-

CONTRACT SERVICES
7710
Payroll Services
7715
Mail ing Services
Other Services
7720
7730
Legal
7740
Accounting
TOTAL

3,000
4,000
10,000
3,000
6,000

1,000
36,000
1,000
1,000

26,000

39,000

S \CMA\community foundations\ Kalamazoo\ prop:&gt;sal narrative final8-7-0 1 doc

-

-

1,000
1,000

-

2,000

1,000
14,000
1,000
1,000

3,000
6,000
60,000
5,000
8,000

17,000

82,000

Page 18 or2 1

�OFFICE OPERATIONS
8120
Office Supplies
Copying
8210
8220
Printing/Publishing
8250
Subscriptions/Publica!.
8270
Organization Dues
8310
Postage/Shipping
8350
Telephone/Fax
8370
Technology Expenses
8400
Furniture Equipment
8405
Equipment Rental
8410
Program Supplies
8510
Occupancy
8520
Bank/Investment Fees

TOTAL
MEETINGS
8610
Accommodations
8620
Meals
8630
Speaker Expenses
8640
Other
TOTAL
TRAVEL
8710
8720
8740
8750
8760
8770

2,000
10,000
20,000
500
4,000
15,000
20,000
10,000

1,000
1,000
2,000
250
1,000
1,200

-

-

5,000

5,000

4,250
14,500
32,000
1,250
27,700
20,700
20,000
20,000

1,500
95,000

7,000

-

250

-

8,750
95,000

-

178,000

54,450

11,700

244,150

10,000
5,000
5,000

8,000
9,000
4,000

1,000
3,950
1,000
400

19,000
17,950
10,000
400

20,000

21,000

6,350

47,350

1,500
1,000
2,000
2,500
3,500

2,600
1,500
5,500
3,000
250
2,000

1,500
750
1,200
1,500
300
2,000

5,600
3,250
8,700
7,000
550
7,500

10,500

14,850

7,250

32,600

95,000

30,000

125,000

95,000

30,000

125,000

1,000

500

500

2,000

1,000

500

500

2,000

Accommodations
Meals
Mileage
Air
Other
Tuition

TOTAL

1,250
3,500
10,000
500
22,700
4,500

Program Grants

TOTAL

Other Expenses

TOTAL

IGRAND TOTAL- EXP.

523,5oo 1 375,6oo 1 144,3oo 1

!REVENUE LESS EXP.

$163,5001

S·\CMA\community foundations\ Kalamazoo\proposal narrative finaiS-7..01 doe

-$77,4001

-$72,3501

1,o43,4oo 1
$13,7501

Page 19 of2 1

�REVENUE:
4510 General Contributions
Annual donations by constituents, board members, volunteers and staff.

5000 Interest and Dividends
Based on a 5% return of the $11.6 million currently at the Capital Region Community
Foundation.
5600 Restricted Grants (New)
$75 ,000- Grant for CMA operations and programming. (Soft)
$62,500- Grant from the Corporation for National Service for MCC programming. (Hard)
$4,500- Grant from the Fetzer Institute for MCC programming. (Hard)
$50,000- Grant for MCC Capacity Building through VIG. (Soft-Medium)
$50,000- Grant for Volunteer Center Capacity Building through VIG. (Soft-Medium)
5700 Unrestricted Grants (Existing)
$25,000- Grant from the Towsley Foundation for MCC.
$16,200- Grant from Gertstacker Foundation for MCC.
6100 Program Fees
All three departments charge fee for workshops, conference and trainings. It is anticipated that a
total of $27,200 in fees will be collect in FY 2002.
6200 Membership Fees
$120,000 of dues will be generated by MCC 's 35 member institutions.
$5 ,250 of dues will be generated by VCM's 36 member institutions.
6305

Consulting

It is anticipated that the staff of CMNMCCNCM will conduct onsite consultation to nonprofit

organizations for fees , honorariums etc.

6380

Sponsorship

It is anticipated that the staff of CMNMCCNCM will solicit corporate sponsors for event-based

activities.

6400

Publications

It is anticipated that CMNMCCNCM sell publications.

EXPENSES:
7110 Salaries
See Staffing Plan
7210 Expenses
Expenses have been calculated at 30% of base salary.
Insurance
CMA will purchase D&amp;O and property insurance for the organization.
Contract Services
$3 ,000 allocated for automated payroll service.
$6,000 allocated for mail-house bulk handling.

S ICMA\conununity foundations\ Kalamazoo\proposal narrative finaiS-7-0I.doc

Page 20 of21

�$60,000 allocated for consultants to provided diverse program and organizational services.
$5 ,000 allocated for general legal services.
$8,000 allocated for accounting and audit services.

Office Operations
$4,250 allocated for general office supplies
$14,500 allocated for copying expenses.
$32,000 allocated for printing expenses such as brochures, reports, and annual reports.
$1 ,250 allocated for subscription to trade publications.
$27,700 allocated for organizational dues including $22,000 for MCC dues to the National
Campus Compact.
$20,700 allocated for postage.
$20,000 allocated for telephone and fax expenses.
$20,000 allocated for basic upgrades and technological services.
$8,750 allocated for supplies related to CMNMCCNCM programming.
$95 ,000 allocated for rent and utilities for CMNMCCIMNANCM.
Meetings
$47,350 allocated for room rental, food and speakers for conferences, workshops and training
through the year for CMNMCCNCM.
Travel
$32,600 allocated for air and ground travel, conference tuition and meals for the staff of
CMNMCCNCM.
8810 Program Grants
$125,000 allocated for grants that flow through to local initiatives. FY 2002 grants will go to
members ofVCM and MCC.
9170 MisceUaneous
$2,000 allocated for miscellaneous expenses.
Explain in Detail the Source of Funds for the Project' s Operation in Subsequent Years If It Will
be Ongoing
The ConnectMichigan Alliance endowment was created to provide resources for innovative
grantrnaking, program development and operational costs. The endowment on an annual basis
allows the organization to sustain current initiatives and focus on the development of new
programs. Though the endowment earnings will be significant, it is anticipated that the
ConnectMichigan Alliance will continue to fundraise on a limited basis. New dollars that CMA
will seek on a limited basis will be for new program development versus operational costs.
Revenue generation for the ConnectMichigan Alliance will include the endowment earnings,
program fees , corporate sponsorships and fees for services. It is not anticipated that CMA will
seek funding through membership or annual campaigns.

S \CMA\community foundations\Kalamazoo\proposal narrative final 8-7-01 doc

Page 21 of21

�Capital Region Commuruty Foundation
ConnectMichigan Alliance
Attachment A
CMA IRS determination letter

�JUN 1 J. 2JlQ1
INTE""KNAL REVENUE SERVICE
P. 0. BOX 2508
CINCINNATI, OH 45201

CONNECTMICHIGAN ALLIANCE
C/0 SAM SINGH
29 KELLOGG CENTER
EAST LANSING, MI 48823

DEPARTMENT OF THE TREASURY
Employer Identification Number:
38-3572916
DLN:
17053011054031
Contact Person:
ANTHONY S WETMORE
ID# 11012
Contact Telephone Number:
(877 ) 829-5500
Accounting Period Ending:
December 31st
Foundation Status Classification:
509 (a ) (1 )
Advance Ruling Period Begins:
October 11,2000
Advance Ruling Period Ends:
December 31,2004
Addendum Applies:
NO

Dear Applicant:
Based on information you supplied, and assuming your operations will be a
stated in your application for recognition of exemption, we have determined yc
are exempt from federal income tax under section 501(a) of the Internal Revenu
Code as an organization described in section 50l(c) (3).
Because you are a newly created organization, we are not now making a
final determination of your foundation status under section 509(a) of the Code
However, we have determined that you can reasonably expect to be a publicly
supported organization described ~n sections 509(a) (1) and 170(b) (1) (A) (vi).
Accordingly, during an advance ruling period you will be treated as a
publicly supported organization, and not as a private foundation. This advanc
ruling period begins and ends on the dates shown above.
Within 90 days after the end of your advance ruling period, you must
send us the information needed to determine whether you have met the require ments of the applicable support test during the advance ruling period. If yot
establish that you have been a publicly supported or~anization, we will class
fy you as a section 509(a) (1) or 509(a) (2) organizat~on as long as you contin1
to meet the requirements of the applicable support test. If you do not meet
the public support requirements during the advance ruling per~od, we will
classify you as a private foundation for future periods. Also, if we classif:
you as a private foundation, we will treat you as a private foundation from
your beginning date for purposes of section 507(d) and 4940.
Grantors and contributors may rely on our determination that you are not
private foundation until 90 days after the end of your advance rul~ng period.
If you send us the reguired information within the 90 days, grantors and
contributors may cont~nue to rely on the advance determination until we make
Letter 1045 (DO/C

�-2-

CONNECTMICHIGAN ALL IANC E
a final determinat i o n o f y our foundation status.
If we p u blish a no tice in the Internal Revenue Bulletin stating that we
will no longer t re at you as a publicly supported organization, grantors and
contributors ma y n o t rely on this determination after the date we publish the
notice.
In add l t i on, i f y ou lose your status as a publicly supported organi zation, and a g r an t or o r contributor was responsible for, or was aware of , t he
act or failure to act , t h at resulted in your loss of such status, that person
may not rely on t h i s determination from the date of the act or failure to act .
Also , if a grantor or contributor learned that we had given notice that y ou
would be remov ed f rom cla ssification as a publicly supported organization, t he
that person may n ot r e ly on this determination as of the date he or she
acquired such kno wl e dg e .
If you change y our sources of support, your purposes, character, or methc
of operation , p l ease let us know so we can consider the effect of the change c
your exempt status and foundation status.
If you amend your organizational
document or bylaws , please send us a copy of the amended document or bylaws.
Also, let us know all changes in your name or address.
As of January 1 , 1 984, you are liable for social security taxes under
the Federal Insurance Contributions Act on amounts of $100 or more you pay to
each of your e mploy ees during a calendar year. You are not liable for the ta:
imposed under the Federal Unemployment Tax Act (FUTA) .
Organizations that are not private foundations are not subject to the pr :
vate foundation excise taxes under Chapter 42 of the Internal Revenue Code.
However, you are not automatically exempt from other federal excise taxes.
I.
you have any questions about excise, employment, or other federal taxes, plea:
let us know.
Donors may deduct contributions to you as ~rovided in section 170 of the
Internal Revenue Code. Bequests, legacies, dev~ses, transfers, or gifts to y
or for your use are deductible for Federal estate and gift tax purposes if t h
meet the applicable provisions of sections 2055, 2106, and 2522 of the Code.
Donors may deduct contributions to you only to the extent that their
contributions are gifts , with no consideration received. Ticket purchases a n
similar payments in conjunction with fundraising events may not necessarily
qualify as deductible contributions, dependin~ on the circumstances. Revenue
Ruling 67-246, published in Cumulative Bullet~n 1967-2, on page 104, gives
guidelines regarding when taxpayers may deduct payments for admission to , or
other participation in, fundraising activities for charity.
Contributions to you are

d~ductible

by donors beginning October 11,2000.

You are not required to file Form 990, Return of Organization Exempt Frc
Income Tax, if your gross recei~ts each year are normally $25,000 or less. l
you receive a Form 990 package ~n the ma~l, simply attach the label ~rovided ,
check the box in the heading to indicate that your annual gross rece~pts are
normally $25,000 or less, and sign the return. Because you will be treated c
Letter 1045 (DO/ C

�-3-

CONNECTMICHIGAN ALLIANCE
a p~bl i c char ity f o r . re t u rn filing purposes dur~ng your entire advance ruling
per1od , y ou s houl d f 1le Form 990 for each y ear 1n your advance ruling period
that you exce ed the $2 5 ,00 0 filing threshold even 1f your sources of support
do not satis fy the publ i c support test specified in the heading of this lette r .
I f a ret urn is requi red , it must be filed by the 15th day of the fifth
month .after t h e e n d of your annual accounting period. A penalty of $20 a day
is charged wh en a r et urn is filed late, unless there is reasonable cause for
the de l a y . However , the maximum penalty charged cannot exceed $10 , 000 or
5 per c ent of you r g ross recei~ts for the year, whichever is less.
For
organi zations wi t h g r o ss rece1pts exceeding $1,000,000 in any year , the p enalt
is $1 00 per day per return , unless there is reasonable cause for the delay .
The maximum pe na lt y f o r ~n organization with gross receipts exceeding
$1 , 00 0,0 00 sha ll not e xc e ed $50,000. This penalty may also be charged if a
return is not comp l e t e. So, please be sure your return is complete before y ou
file i t.
You are no t requi red to file federal income tax returns unless you are
subject to the t ax on u nrelated business income under section 511 of the Code.
If you are subject to t his tax, you must file an income tax return on Form
990-T, Exempt Organization Business I~come Tax Return.
In this letter we are
not determining whether any of your present or proposed activities are unrelated trade or business as defined in section 513 of the Code.
You are required to make your annual information return, Form 990 or
Form 990-EZ, a v ai l able for public inspection for three years after the later
of the due date of the return or the date the return is filed. You are also
required to make avai l able for public ins~ection your exemption application ,
any supporting documents, and your exempt1on letter. Copies of these
documents are also required to be provided to any individual upon written or i
person request without charge other than reasonable fees for copying and
postage. You may fulfill this requirement by placing these documents on the
Internet. Penalties may be imposed for failure to comply with these
requirements. Additional information is available in Publication 557,
Tax-Exempt Status for Your Organization, or you may call our toll free
number shown above.
You need an employer identification number even if you have no employees .
If an em~loyer identification number was not entered on your application, we
will ass1gn a number to you and advise you of it. Please use that number on
all returns you file and in all correspondence with the Internal Revenue
Service.
I n accordance with section SOS(a) of the Code, the effective date of
this determination letter is October 11,2000.
This determination is based on evidence that your funds are dedicated.to
the purposes listed in section SOl(c) (3) of the Code. To assure your cont1nut
exemption, you should keep records to show that funds are spent only for thos (
purposes.
If you distribute funds to other organizations, your records shoul&lt;
show whether they are exempt under section SOl(c) (3).
In cases where the
Letter 1045 (D0/0

�-4CONNECTMICHIG~~

ALLI~JCE

recipient organization is not exempt under section SOl (c ) ( 3 ), you must have
evidence that the funds Nill remain dedicated to the required purposes and tha
the recipient ~il l use the funds for those purposes.
If you discribute fun ds to individuals , you should keep case histories
showing the recipients' n ames , addresses, purposes of awards, manner of selection, and relationship if any ) to members, officers, trustees or donors of
funds to you, so that you can substantiate upon request by the Internal Revenu,
Service any and all distributions you made to individuals.
(Revenue - Ruling
56-304, C.B. 1956-2, page 306. )
· If we said in the he ading of this letter that an addendum applies, the
addendum encl osed is an integral part of this letter.
Because thi s letter could help us resolve any questions about your exempt
status and foundati on status, you should keep it ~n your permanent records.
We have sent a copy of this letter to your representative as indicated
in your power of attorney.
If you have any qu estions, please contact the person whose name and
telephone number are shown in the heading of this letter.
Sincerely yours,

~?~

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

Letter !045 (DO/C

�Capital Region Community Foundation
ConnectMichigan Alliance
Attachment B
CMA Campaign Leadership
Fund Development Plan

�ConnectMichigan Alliance Capital Campaign Cabinet Members
The ConnectMichigan Alliance will promote life-long community service and civic
engagement through the support of community-building initiatives. It will strengthen the
point of connection between those who want to help and those who need assistance.

Campaign Chairs
Ms. Michelle Engler
First Lady
Governor' s Office

Dr. William C. Richardson
ChiefExecutive Officer
W.K. Kellogg Foundation

Ms. Julie Fisher Cummings
President &amp; Co-Founder
Lovelight Foundation

Cabinet Members
Dr. Edward 0. Blews, Jr.
President
Association of Independent Colleges &amp;
Universities ofMichigan

Dr. Barbara Mieras
Executive Vice President of
Advancement/President ofFoundations
Davenport University- Western Region

Ms. Carolyn Bloodworth
Secretary/Treasurer
Consumers Energy Foundation

Ms. Andrea F. Newman
Vice President, State and Local Affairs
Northwest Airlines

Ms. Nonie Brennan
Director
Volunteer Center ofBattle Creek

Dr. Juan Olivarez
President
Grand Rapids Community College

Dr. Stanley P. Caine
President
Adrian College

Dr. Joel Orosz
Program Director
W.K. Kellogg Foundation

Dr. Richard Cole, PhD
Senior Vice President
Blue Cross Blue Shield

Mr. Terry Pruitt
Manager, State Public Affairs
Dow Corning Corporation

Ms. Neeta Delaney
President
The Jackson County Community
Foundation

Ms. Judith Ann Rapanos
Midland Center for the Arts

Mr. David 0. Egner
President
Hudson-Webber Foundation

Ms. Patricia Reynolds
President Capital Region Community
Foundation

�Dr. Eric R. Gilbertson
President
Saginaw Valley State University

Ms. Anne Rosewame
President
Michigan Health Council

Ms. Karla Hall
Director/Secretary
Detroit Edison Foundation

Ms. Kathryn Rossow
Executive Director
Volunteer Center of Southwest Michigan

Ms. Dorothy A. Johnson
President Emeritus
Council ofMichigan Foundation

Honorable Peter Secchia
Universal Forest Products

Dr. John Lore
President/CEO
ConnectMichigan Alliance

Ms. Diana Sieger
President
Grand Rapids Community Foundation

Dr. Arend D. Lubbers
President
Grand Valley State University

Honorable Glenn D. Steil
State Senator

Dr. Russell G. Mawby
Chairman Emeritus
W.K. Kellogg Foundation

�Fund Advancement Plan Narrative
Action
Secure formal approval to test
feasibility of $20 million campaign
from founding partners: Michigan
Campus Compact, Michigan
Community Service Commission,
Michigan Nonprofit Association,
and Volunteer Centers ofMichigan
Develop work group representing
all four founding partners
Determine feasibility of public
funding
Select consultant for case
development and feasibility
research
Develop formal case for support
Recruit members ofthe Campaign
Fund Raising Cabinet - secure cochairs
Begin identification and evaluation
process for potential campaign
supporters

Timeframe
12/99

Complete

2/00

Complete

6/00

Complete - $10,000,000
challenge grant: $1 for $1
Complete - Monaghan
Associates

Design campaign- divisions, goals,
and strategies

11/00

Secure lead gifts for campaign

12/00

Hold first formal Campaign Cabinet
meeting- secure formal
endorsement of $10,000,000
campaign
Hold Campaign "Kickoff' event
Complete identification and
evaluation process with Campaign
Cabinet members
Begin Family Division campaign
activities

12/00

10/00

Status

10/00
11/00

Complete
Complete

11/00

Complete- Campaign Cabinet
will add others after the new
year to be evaluated for linkage,
interest and potential support
via same process
Complete- Foundation
Division: $6,000,000 Corporate
Division:$3,000,000 Special
Gifts/Family Division:
$1 ,000,000
Complete- W.K. Kellogg
Foundation: $1 ,000,000 and
C.S. Mott Foundation:
$1 ,000,000
Complete

12/00
3/01

Complete
Complete - others may be
added later

3/01

Complete (will run through
8/01)

�Begin Foundation Division
campaign activities
Begin Corporate Division campaign
activities
Begin Special Gifts Division
campaign activities
Conclude Family Division
campaign activities
Hold second formal Campaign
Cabinet meeting - 60% of
campaign goal advanced
($6,000,000)
Conclude Foundation Division
campaign activities
Conclude Corporate Division
campaign activities
Conclude Special Gifts Division
campaign activities
Hold third and final formal
Campaign Cabinet meeting - 100%
of campaign goal realized

3/01

8/01

Complete (will run through
10/02)
Complete (will run through
10/02)
Complete (will run through
10/02)
On schedule

10/01

On schedule

10/02

On schedule

10/02

On schedule

10/02

On schedule

10/02

On schedule

3/01
6/01

Long Term Funding
The ConnectMichigan Alliance endowment was created to provide resources for
innovative grantmaking, program development and operational costs. The endowment on
an annual basis allows the organization to sustain current initiatives and focus on the
development of new programs. Though the endowment earnings will be significant, it is
anticipated that the ConnectMichigan Alliance will continue to fundraise on a limited
basis. New dollars that CMA will seek on a li)Tlited basis will be for new program
development versus operational costs. ConnectMichigan Alliance will rely on the
endowment earnings, program fees, corporate sponsorships and fees for service for
revenue generation. It is not anticipated that CMA will seek funding through
membership or annual campaigns.

�Fund Advancement Plan
Lead Gifts- $2,000,000 by December 31, 2000
FOUNDATION
C.S. Mott Foundation
W.K. Kellogg Foundation

AMOUNT
$ 1,000,000 (secured)
$ 1,000,000 (secured)

Phase I- $6,000,000 by October 15, 2001 (including lead gifts)

$
$
$
$
$
$
$

AMOUNT
1,000,000 (Sept. decision expected)
200,000
250,000 (Aug. decision expected)
100,000 (July decision expected)
75 ,000 (Aug. decision expected)
50,000 (Oct. decision expected)
10,000 (June decision expected)

$
$
$
$
$

AMOUNT
1,000,000 (Sept. decision expected)
1,000,000 (Oct. decision expected)
1,000,000 (Sept. decision expected)
500,000 (Aug. decision expected)
350,000 (July decision expected)

FOUNDATION
F-01
Community Foundations (excluding larger foundations)
F-02
F-03
F-04
F-05
F-06

CORPORATION
C-Ol
C-02
C-03
C-04
C-05

SPECIAL GIFT/FAMILY DONOR
S-Ol
S-02

AMOUNT
$ 1,000,000 (Sept. decision expected)
$ 100,000 (Approved)

Phase II- $10,000,000 by October 31, 2002
FOUNDATION
F-07
F-08
F-09
F-10
F-11
F-12
F-13
F-14
F-15
F-16

$
$

$
$
$
$
$
$
$
$

AMOUNT
1,000,000 (Dec. decision expected)
500,000 (Cult. begins in June)
500,000 (Cult. begins in July)
250,000 (Cult. begins in July)
250,000 (Cult. begins in Oct.)
200,000 (Cult. begins in Aug.)
250,000 (Cult. begins in July)
125,000 (Cult. begins in Oct.)
100,000 (Cult. begins in Oct.)
100,000 (Cult. begins in Oct.)

�F-I6
F-17
F-I8
F-19
F-20
F-21
F-22
F-23
F-24
F-25
F-26
F-27
F-28
F-29
F-30
F-31
F-32
F-33
F-34
F-35
F-36
F-37
F-38
F-39
F-40

$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$

CORPORATION
C-06
C-07
C-08
C-09
C-10
C-11
C-12
C-13
C-14
C-15
C-16
C-17
C-18
C-19
C-20
C-21
C-22

I 00,000 (Cult. b~ns in Oct.)
100,000 (Cult. begins in Jan.)
I 00,000 (Cult. begins in June)
100,000 (Cult. begins in Aug.)
100,000 (Cult. b~ins in June)
100,000 (Cult. b~ns in Jan.)
IOO,OOO (Cult. b~ins in June)
75,000 (Cult. be_gins in June)
50,000 (Cult. be_gins in June)
50,000 (Cult. begins in July)
50,000 (Cult. be_gins in Jan.)
50,000 (Cult. begins in Jan.)
50,000 (Cult. begins in Nov.)
50,000 (Cult. begins in Jan.)
50,000 (Cult. begins in Sept.)
25,000 (Cult. begins in Nov.)
25,000 (Cult. begins in Sept.)
25 ,000 (Cult. begins in Jan .)
25,000 (Cult. begins in Sept.)
25,000 (Cult. be_gins in Jan.)
25,000_iCult. be_gins in Nov.)
5,000 (Cult. b~ins in Jan.)
5,000 (Cult. begins in Jan.)
5,000 (Cult. b~ns in Jan.)
5,000 (Cult. begins in Jan.)

AMOUNT
$ 500,000 (Cult. begins in Aug)
$ 250,000 (Cult. begins in Sept.)
$ 250,000 (Cult. begins in Nov.)
$ 250,000 (Cult. begins in Nov.)
$ 250,000 (Cult. begins in Nov.)
$ 250,000 (Cult. be_gjns in Nov.)
$ 250,000 (Cult. begins in Nov.)
$ 250,000 (Cult. begins in Nov.)
$ 100,000 (Cult. begins in Nov.)
$ 100,000 (Cult. begins in Sept.)
$ 100,000 (Cult. begins in Sept.)
$ 100,000 (Cult. b~s in June)
$ 100,000 (Cult. begins in June)
$ 100,000 (Cult. begins in Nov.)
$ 100,000 (Cult. begins in Oct.)
$ I 00,000 (Cult. begins in Oct.)
$ I 00,000 (Cult. b~ns in Oct.)

�C-23
C-24
C-25
C-26
C-27
C-28
C-29
C-30
C-31
C-32
C-33
C-34
C-35
C-36
C-37
C-38
C-39
C-40
C-41
C-42
C-43
C-44

•

$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$

100,000 (Cult.
100,000 (Cult.
100,000 (Cult.
100,000 (Cult.
50,000 (Cult.
50,000 (Cult.
50,000 (Cult.
50,000 (Cult.
50,000 (Cult.
50,000 (Cult.
50,000 (Cult.
50,000 (Cult.
25,000 (Cult.
25,000 (Cult.
25,000 (Cult.
20,000 (Cult.
20,000 (Cult.
20,000 (Cult.
20,000 (Cult.
20,000 (Cult.
20,000 (Cult.
20,000 (Cult.

$
$
$
$
$
$
$
$
$
$

AMOUNT
1,000,000 (Cult. begins in June)
100,000 (Cult. begins in Aug.)
100,000 (Cult. begins in Aug.)
100,000 (Cult. begins in Aug.)
50,000 (Cult. begins in Aug.)
50,000 (Cult. begins in Aug.)
25,000 (Cult. begins in Aug.)
25,000 (Cult. begins in Aug.)
25,000 (Cult. begins in Aug.)
20,000 (Cult. begins in Aug)

SPECIAL GIFf/FAMILY DONOR
S-03
S-04
S-05
S-06
S-07
S-08
S-09
S-10
S-11
S-12

begins in Oct.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan .)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Aug.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)

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                    <text>connectM.1chitgan All"1ance campa1gn
Commissioners
John Barfield
Michelle Engler
Christine Kwak
Russ Mawby
Donald L. Newport
Pat Ryan O'Day
Meg Smith
Raymond West
Robert Collier
Julie F. Cummings
Thomas Watkins
Karen Aldridge Eason
Victor Begg
Arend Lubbers
Randy Neelis
Ethan Weinstock
Kari Pardoe
Vivian Rogers Pickard
Geneva Jones Williams
Matthew W esaw
MCSC Staff
Kyle Caldwell
Beth Barney
Mary Estrada
Michael Freeman
Tara Gilman
Mary &amp; Paul Grill
Bill Heuer
Paula Kaiser
India Plough
Jeanine Yard
Artgelia Salas
Garry Gross
Maria Santana
Jennifer Forbes
Kathie Vas ilion
Michelle Metzmaker
Jill Manlove
Mary Williams
Liz Clemenshaw
Linda Adams
Totals
Commissioners
Staff

Revised

Pledged/Giving
X
X
X
X
X
X
X
X
X
X (waiting on paperwork)

MCSC Giving
Haven't yet given/pledged

X
X
X
X
X
X
X

'-(

~

X
X
X
X
X
X
X
X
X
X
X
X
X
X (sent paperwork)
X
X
X
X
X
X
X
X
f ~of20

t,[,;f"of20
9 of 20

11 of20

08/1 3/2001

�AUG 9 2001

Cam1mi~u

Tri-Chair·;

Midwllt• En l!le t·
J ulit• Fi,ht•t· Cumminl!'
\\ illiam C . Richard"m

Memorandum

Campaign Cabiut'l

To:

From:

Ed\\ ani 0 . Ble'"

Kyle Caldwell

Caml~

TimSwop~

Date:

August 7, 2001

Re:

ConnectMichigan Alliance Campaign Update/MCSC

n Blnnd\HII'th

~nnie

Bn•nmtn

~tanlq

P. Caint•

l{ichard Colt•
Hoht• t·t Collit•r
~t·t·la Delanl'~

Da, id 0 . E;_'llt•r·
l•: r·i•· H. Gilht'rhon

Thank you for all your hard work on the ConnectMichigan Alliance Campaign.
This update is to inform you where we are currently at for the MCSC
component of the Family Division.

h.ada Hall
l&gt;oroth~

\ . Johrhon
John Lon·

\n·nd 0. Luhht·t·,

Hu--t•ll G. \1a\\ h~

After reviewing the attached charts, if you have any questions, please feel free
to call me at 517/353-5038.

Barhant Mit·r·a,
\ndn·a F. "••-.man
Juan ()[i,at·t·z

.I ()t•l 01'0,/
Tt•rT~

Pruitt

.Judith \un Rapan&lt;"
Patr·i&lt;'ia

Ht · ~

nold,

\ntw H.o,t'\\anw
h.atl11·yn Ho"""
St·r .. hia

p,.,,.,.

Diana

~it'l!t'r

(;fpnn D .

~lt · il

.lutl~ T~mtmii'Z

Conni'C'l l\1irhil(an \llianc·p P.O . Bm. 22001 La thin!! . \Ji .. hi l!an 113909-200 I • ph om· 13!113-2 12-707.) fa, :) 17-2 11 -:31369

"' , _,1,..,. '-

II

I•

I I

\ pm·tnership of: Michil!an Campu' Compact. Miehigan Communi I) St•n icP Commi"ion. \'lirhi gan 'wnpt·ofil \,,or ialinn. \ olunll'&lt;' r Cl'nll•t·, of Mirhil-(an

�Updated by Rosalie Petrouske

Page 1

8/7/2001

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
2
$15,000***
Tier II
$3,000 - $4,999
$3,000
1
Tier III
$1,000 - $2,999
$5,000**
4
Tier IV
$500- $999
1
$500
Other
$
250
2
$23, 750 (**45 ,750)
Grand Total
10
*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
**Includes 2:1 matching gift from the W.K. Kellogg Foundation for a total of$3,000
***lnc ludes 2:1 matching gift from the W .K. Kellogg Foundation for a total of $30,000 over a period of
three years .

Staff Strategy
Level
Executive Staff
Senior Staff
Progra."'TIISupport Staff
Grand Total

Number of Staff
1
3
13
17

Total Funds
Number of Donors
$2,000
1
$1 ,000
2
$355
7
$3,955
10

S:\To be moved or tranferred\WINWORD\Tim\campaign\MCSC Strategy.doc

�Prepared by Rosalie Petrouske

Page I

8/7/2001

ConnectMichigan Alliance Campaign
Michigan Community Service Commission - Board Contributions
Name of Trustee
Donald L. Newport
Meg Smith
Raymond West
John Barfield
Christine Kwak
tMichelle Engler
tRuss Mawby

Gift/Piedee

Pat Ryan O'Day
f Arend Lubbers
t Robert Collier
Kari Pardoe
tTerry Pruitt

Total:
Total w/Lubbers factored in:

$23,750
(**$45,750)
$47,050

*Includes match from Kellogg Foundation for a total of $3,000.
*Includes a match from Kellogg Foundation (2:1) for a total of $30,000 over a period of
three years.
**With matching funds factored in.

t

serves on two or more boards

S:\To be moved or tranferred\WINWORD\Tim\campaign\MCSC CMA Board Contributions.doc

�Prepared by Rosalie Petrouske

Page 1

8/7/2001

ConnectMichigan Alliance Campaign
Michigan Community Service Commission - Staff Contributions
Name of Staff

Beth Barney
Kyle Caldwell
Mary Estrada
Jennifer Forbes
Michael Freeman
Tara Gilman
Mary Grill
Garry Gross
Bill Heuer
Paula Kaiser
Michelle Metzmaker
India Plough
Angelia Salas
Maria Santana
Kathie V asi lion
Jeanine Yard
Total:

Contribution
Yes
Yes
Yes
No
Yes
Yes
Yes
No
Yes
Yes
No
Yes
No
No
No
Yes
$3,955

S:\To be moved or tranferred\WINWORD\Tim\campaign\MCSC CMA StaffContributions.doc

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                    <text>Qriichavd and Q?Ce/&amp;n ~De ye

October 24, 2001

Mr. John Lore
President/CEO
Connect Michigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear Mr. Lore:
Thank you for your inquiry of September 4, 2001 regarding a donation from the Richard
and Helen DeVos Foundation. The Foundation focuses its giving on both Christian
ministries and local organizations that build community. Organizations that are
considered for a contribution are those with which Mr. or Mrs. DeVos have had a prior
affiliation and are located in Western Michigan or Central Florida.
Although your organization may have met some of the above criteria, we regret to inform
you that after careful consideration of your request to match your challenge grant for the
Connect Michigan Alliance Endowment Fund, the Foundation has decided not to provide
you with a financial gift. Best wishes as you seek alternate sources of funding.
Sincerely,

Ginny Vander Hart
Foundation Director
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1048 Pierpont, Ste. 4
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                    <text>Comenca Incorporated

P.O. B¢K 75000

Detroit Mich!Qan 49275

August 28, 2001
Ms. Michelle Engler
First Lady
Chairperson, ConnectMichign Alliance Campaign
c/o Governors Office
George W. Romney Building, 4m Floor
111 5. Capitol Avenue
Lansing, Ml48913
Dear Ms. Engler.
On behalf of Eugene A. Miller, Chairman, President and CEO of Comerica Incorporated
and Richard Collister, President of the Comerica Charitable Foundation, I am pleased to
approve a grant of $150,000 to be paid in three equal Installments of $50,000 each in the
years 2002, 2003 and 2004 to support the State of Michigan challenge grant requirements
for the ConnectMichigan Campaign.
Comerica and the Comerica Charitable Foundation currently provide significant annual
support to organizations that coordinate and provide volunteer resources in communities
throughout Michigan . In addition to financial resources, we are equally proud of the hours
of technical assistance and other hands:-en volunteer service provided by our colleagues
throughout the state.
The plan to better coordinate the efforts of volunteer resource organizations, and to expand
the strength of volunteerism throughout the state is a wonderful complement to our efforts
to improve community outreach In the markets we serve. We are proud to award this grant
to ConnectMichigan, and look forward to the success of the collaborations between the
Michigan Non ·Profit Association, Michigan Campus Compact, Michigan Community
Service Commission and the Volunteer Centers of Michigan to increase learning and
coordination among the many nonprofit agencies that affect community outreach
throughout the state.

(More)
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ConnectMichigan
Page Two
Please be advised, at Comerica's discretion, the balance of the funding in support of this
project will be considered each year. Future grant requests must include a copy of
ConnectMichigan's most recent progress report, financial statements, and an annual
budget showing expenses and income.
On behalf of Comerica and the Comerica Charitable Foundation, we are pleased to
become a partner in this important endeavor.

Sincerely,

ambers
Caroline S.
Vice President
Secretary, Comerica Charitable Foundation
Executive Administration
P.O. Box 75000

Detroit, Ml 48275.3352
313.222.3571

Copy to:

Eugene Miller
Richard Collister

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                    <text>MICHIGAN COMMUNITY SERVICE COMMISSION
111 S. Capitol A venue
George W. Romney Building, 4th Floor
Lansing, Michigan 48913
(517) 335-4295 (517) 373-4977 FAX
FAX COVER SHEET
To:

David Frey

FROM:

Kyle Caldwell

Date:

Wednesday, August 28, 2001

NUMBER OF PAGES INCLUDING THE COVER: 2
MESSAGE:

Mr. Frey, I am following up on Ambassador Secchia's request that I fax for
your review a one-page draft of a $100,000 grant proposal to the Frey Foundation
in support of the ConnectMichigan Alliance.
Please review and make any edits you feel necessary and then fax your
changes to me at 517/241-3869. Thank you for your interest in the
ConnectMichigan Alliance. Should you have any concerns or questions, please
contact Ambassador Secchia at 616/365-1501, Diana Sieger at 616/454-1751, or
me at 517/335-4295.
Kyle Caldwell

�Draft Grant Request
Frey Foundation

Date:

VVednesday,J\ugust29,2001

Applicant:

ConnectMichigan 1\lliance
JohnS . Lore, Ph.D., President &amp; CEO

Address:

1048 Pierpont, Suite 3
Lansing, Michigan 48910

Requested
Amount:

$100,000

Organization: The ConnectMichigan 1\lliance
Summary:

The ConnectMichigan 1\lliance will work to achieve its goal of providing avenues for
every Michigan citizen to serve their community through volunteer service and civic
action. This goal will be 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 resources to empower communities to address
their local challenges.

Background:

In October of 2000, these partnering organizations (Michigan Campus Compact,
Michigan Community Service Commission, Michigan Nonprofit 1\ssociation &amp;
Volunteer Centers of Michigan) committed to build a permanent infrastructure for
volunteers in Michigan by forming the ConnectMichigan Nliance. Lead by former
CEO of the Sisters of St. Joseph Health Systems, Dr. John S. Lore, this innovative
partnership leverages additional financial and human resources; reduces duplication
of efforts and dependence on government; creates a seamless support structure for
Michigan's volunteers; and eliminates wasteful expenditures of vital resources. The
ConnectMichigan 1\lliance continues one of Michigan's most powerful
legacies---service and volunteerism.

Funding:

In June 2000, Governor Engler and the Michigan Legislature provided a challenge
grant for the ConnectMichigan 1\lliance Endowment. This grant provides up to $10
million that must be matched dollar-for-dollar no later than November of 2002.

Payment:

Send payments to the ConnectMichigan J\lliance Endowment Fund c/o the Capitol Region
Community Foundation, 6035 Executive Drive, Suite 104, Lansing, MI 48911.

Signature, Title

Date

�**Transmit

Conf.Report

Aug 29 '01

---&gt;

916167717140

No.

0002

Mode

NORMAL

Time

0' 40"

Pages

2 Page (s)

Result

0 K

**
10:45

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                    <text>Conner tMy^higan
September 4, 2001
Campaign Tri-(Jiairs
Michelle Fn&lt;ilcr
J u l i e Fisher Cummings
\ \ i l l i a n i C . Richardson

Mr. Richard DeVos
RDV Corporation
126 Ottawa NW
Grand Rapids, Michigan 49503

Campaign Cabinet
Edward O. BlewCarolyn Bloodworth
ISonie Brennan

Dear Rich:
Thank you so much for your interest in the ConnectMichigan Alliance, Michigan's vision
for institutionalizing support for our state's volunteers. As we have discussed, the ConnectMichigan
Alliance is a new public/private partnership being viewed as a national model for its new way of
doing business in the nonprofit sector.
The ConnectMichigan Alliance (an incorporated 501 (c)(3) nonprofit organization) was
created with the belief that it is at the community level that problems are solved, but it is the state
level "infrastructure" that helps to develop and sustain local efforts. Rather than looking just to
government to solve community problems, the ConnectMichigan Alliance partners the private sector
with government to provide communities with the resources, technical assistance and long-term
support to volunteers who help address our most vexing challenges. The Alliance will ensure that
statewide support of volunteer efforts is insulated from the tides of political change and turmoil
while reducing future dependence on government support.
As you know, Michigan has a long history and tradition of creating innovative community
solutions through public/private initiatives. Ours was one of the first states to create a state
commission on service and volunteerism—the Michigan Community Service Commission.
Michigan is the home to other nationally recognized firsts: forming a statewide nonprofit
association, a coalition of higher education institutions that view service as an important part of
campus life, and a trade association of volunteer centers—clearinghouses for volunteers and
volunteer opportunities. Each of these organizations is coming together in a unique way through the
ConnectMichigan Alliance.

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

A proposal requesting $500,000 in financial support is attached and additional resource
materials have been provided for your convenience. Your contribution will be part of a $20 million
endowment designed to support the work of the ConnectMichigan Alliance. Because of the support
demonstrated by the Governor and Michigan Legislature, your contribution will be matched, dollarfor-dollar, by the State of Michigan.
Thank you again for your willingness to support the ConnectMichigan Alliance. If you have
any questions please feel free to contact me.
ith warmest regards,

whelle Engler
Enclosures

Connect Michigan Alliance P.O. Box 22004 Lansing, Michigan 48909-2004 • phone 888-242-7075 fax 517-241-3869
Building. Strengthening and lim-siing in Michigan Communities

A partnership of: Michigan Campus Compact, Michigan Community Service Commission, Michigan Nonprofit Association, Volunteer Centers of Michigan

�Grant Request
Date:

September 4, 2001

Applicant:

ConnectMichigan Alliance
John S. Lore, Ed.D., President &amp; CEO

Address:

1048 Pierpont, Suite 3
Lansing, Michigan 48910

Requested
Amount:

$500,000

Organization:

The ConnectMichigan Alliance

Summary:

The ConnectMichigan Alliance will work to sustain volunteerism in Michigan by
providing avenues for every Michigan citizen to serve their community through volunteer
service and civic action. The ConnectMichigan Alliance (an innovative joint venture
between the state's premiere nonprofit support organizations) will focus its energies on
strengthening Michigan's volunteer infrastructure by providing training and technical
assistance, developing resources and promoting best practices. These goals will be met
by:
•

•

•

•

Providing access to one or more of the state's nearly 40 volunteer center for
every Michigan resident. Currently, 85% of Michigan's communities are
serviced by a volunteer center.
Encouraging citizen service &amp; learning among the students, faculty and staff of
every Michigan college and university, thereby expanding beyond the current 35
member institutions.
Strengthening Michigan's nonprofits to meet our communities' most pressing
social, charitable, economic, cultural, educational, faith-based, and civic needs;
and
Maximizing state and federal resources to empower communities to address their
local challenges.

Background:

In October 2000, the partnering organizations of the Michigan Campus Compact,
Michigan Community Service Commission, Michigan Nonprofit Association &amp;
Volunteer Centers of Michigan committed to ensuring the future of the state's volunteer
infrastructure by forming the ConnectMichigan Alliance. Led by former CEO of the
Sisters of St. Joseph Health Systems, Dr. John S. Lore, this innovative partnership
leverages additional financial and human resources; reduces duplication of efforts and
dependence on government; creates a seamless support structure for Michigan's
volunteers; and eliminates wasteful expenditures of vital resources. The
ConnectMichigan Alliance continues one of Michigan's most powerful legacies—service
and volunteerism.

Funding:

In June 2000, Governor Engler and the Michigan Legislature provided a challenge grant
for the ConnectMichigan Alliance Endowment. This grant provides up to $10 million
that must be matched dollar-for-dollar no later than November of 2002.

Payment:

Funds designated for the ConnectMichigan Alliance Endowment Campaign should be forwarded
to the Capital Region Community Foundation, 6035 Executive Drive, Suite 104
Lansing, MI 48911.

Date

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                    <text>2000 2nd Ave., 1046 WCB, Detroit, MI 48226-1279
Tel: 1.313.236.9271
Web Site: http://www.dteenergy.com

DTE Energy
Foundation

September 12, 2001

Mr. John Lore
ConnectMichigan Alliance
P.O. Box 22004
Lansing, Ml 48909-2004
Dear Mr. Lore:
The DTE Energy Foundation is pleased to announce a provisional contribution of
$350,000.00 to ConnectMichigan Alliance for its endowment campaign.
Please be advised that while our intent is to grant $350,000, this is a conditional
commitment. The first installment of $100,000 is enclosed. Additional contributions of
$125,000 in the years 2002 and 2003 will be considered each year during our budgeting
process.
Please plan to submit a request for the disbursement of these funds by June 1, 2002
and June 1, 2003. The request should include a progress report on the endowment
campaign and an annual budget of expenses and revenue.
Please return the attached form as soon as possible.
Please credit the DTE Energy Foundation, not the Company, for any print or verbal
recognition related to this grant. For your convenience, a Foundation logo is enclosed.
We are pleased to extend our partnership with ConnectMichigan Alliance and send
sincere wishes for many successful years ahead.
Sincerel

ontributions Analyst
DTE Energy Foundation
JF:mh
Enclosures
cc: A. F. Earley, Jr.

A Michigan Nonprofit Cornoratinn funHpH hv IYTR Kn

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              <description>An account of the resource</description>
              <elementTextContainer>
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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>&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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              </elementTextContainer>
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            <element elementId="47">
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            <element elementId="49">
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              <description>The topic of the resource</description>
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                  <elementText elementTextId="711933">
                    <text>From the desk of. ....

Kyle Caldwell
To:

t~O&lt;Di,ca;d

Date

~/o(

Review &amp; Return

Handle
_

~tAction

_~File
Other

_CM-------'---L...ft~~~~-=-- -----L. ~~

�C0~1MUN I o:1T IONS

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P.01

JOHN ENGLER
Governor

Governor's Communications Division
Phone: 517.335 .6397

1'It f

DATE:
TO:

TIME:

FAX: 517.335.6789

~OF

---r-¥--·-~-=---=~"---=-. ~-------_-----F-AX:

FROM: 0 Susan Shafer, Press Secretary

(0
""''"'j-::-Co-~....,.Sh-~-)-9--

PAGES

0 John Nevin, Deputy Director-Communications

0 Matthew Resch- Deputy Press Secretary

D Gleaves Whitney, Chief Speech Writer

D Judy Palnau, Speech Writer

0 Chris Kelley, Archivist

0 Brian Westrin, Public Events Coordinator

0 Joshua Nunez, Research Assistant

0 Jackie Schraft, Executive Secretary

D Maria Ostrander, Communications Specialist

(?Jan ice Harvey, Communications Specialist

0 Kristyn Sorensen, Corrununications Specialist

MESSAGE:

.
H

�COMMUNI CAT ~9_!i$______ _ _________f?x :51(=.~~5-67~-~-----·----·-·-~~P. __I_~___:g_!___ 9 : 1-~~- P._Q?__________..__ ....
.

I

September 18, 2001

ConnectMichigan Alliance Meeting with Ford Motor Company Fund
Wednesday7 September 19,2001
Ford Motor Company Fund, Suite 335
One American Road, Dearborn
3:00PM - 4:00 PM

FROM: Kyle Caldwell

I.

PURPOSE
Discuss how to position a gift of $1 million with the Ford Motor Co. Fund for

the ConnectMichigan Alliance
II.

BACKGROUND
The Ford ~otor Co., Daimler/Chrysler and General Motors are all being
approached for a $1 million gift to the ConnectMichigan Alliance-Michigan's
effort to endow volunteerism.
Ford Motor Company is the world's largest producer of trucks and the second~
largest producer of cars and trucks combined. It also is one of the largest
providers of financial services worldwide. Ford Motor Company employs
nearly 346,000 people around the world.
In its 51 years, FQrd Motor Company Fund support for charitable groups and
organizations doing important work has grown from $1.4 million to $82.7
million. Giving is focused around five areas; education, environment, health
and welfare, civic affairs and public policy, and arts and humanities.

Education as the top funding priority, has seen the largest growth since 1997,
although giving in all areas has increased yearly.
To date, the ConnectMichigan Alliance Campaign has secured $1 million
level gifts from the W.K. Kellogg Foundation, C.S. Mott Foundation and a
preliminary indication of a $1 million gift from the Dow Foundation CRanny
called Sam to say that they are going to make the gift, but it isn't public yet).
Detroit Edison has committed to a $350,000 gift, one of its largest ever.
Hudson-Webber Foundation will be announcing a commitment of $100,000
soon.

···-··-··- ·-·····-·····-··

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�COMMUNICATIONS
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P.03

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The CMA campaign is at the $4 million mark with an additional $3 million in
asks pending.

Other Information: Sandra Ulsh reports to John Rintamaki, Group Vice
President and Chief of Staff, Ford Motor Company; President, Ford Motor
Company Fund, who, along with Jacque Nassar, will ultimately make the
final decision.

III.

PARTICIPANTS
Michelle Engler
Sandra E. Ulsh, Vice President and Executive Director, Ford Motor Co. Fund
Jim Graham, Ford Motor Co. Fund
Monica Martinez, Ford Motor Co. Fund
Geneva Williams, United Way Community Services
John Lore, ConnectMichigan Alliance
Kyle Caldwell, Michigan Community Service Commission

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. Lore to explain the scope and progress of the campaign and then 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.

"''

0

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ConnectMicbigan Alliance Narrative Report
RevCDilc &amp;o be Raised: $14,352,610

Foundation DMqon
Chait - Bill Richardson
Goal: $6,000,000

RcNcc.uc co D.e: $2,237,150

Reguem i.u Proc~: $2.95Q,OOJ

Grantors;
Bl'Q~ CroSI Blue

Shield of MI Foundation.

$'
$

10,000
2,000
:25,000

Bmy Commnnity Founcl9.lion
.$
Capital R.e;iou Commno:ity Fou.odalion
s 3,500
Four CoWlty Community Foundation
$ 50,000
Grand Rapids Community Folllldation
$ 100,000
Hudson Webbez Foundation
$ 10,000
]acbau County Community Foundation
W.IC. JC.ellogg Foundation
$1.000,000
$
3,000
Lenawee Community Foundation
.
$~000.000.
C. S. Mott FoWldation
Stw:&amp;is AI. CommWJity Foundlilioo
$
500
Matching Gifts (multiple granton)
$ 331150

,u~t_

~ ~~~~~0(%&gt;

Mjdland StraiegT- Our strategy in Midland is to·initially work with the H &amp; G lX!w
Fouadation. The Foundation is cwrently considering a $1,000,000 propow. Dottie
Johnson and Bill Richardson hcl4 iDitial meetings with Ranny Reicter. Sam Singh
and John ~ will JJJ.akc a pr-esentation to the Foundation Board on September I 1.
Other foundations included ill the CMA campaign stralegy incla~de: the Midland Area
CommUDity Foundation. the Gentaclw Foundatioa., rhe Towsley Fount.lati.ou
(preseutly considering a $250,000 reqtleSt), 1he Alden and Vada Dow Family :Funds,
an&lt;1 me Sttosacker Pol'mdation. (Dow Chemical and Dow Coming are included urukr
the corporate strategy for the campaign).

Sontbeutern Mietnaan Strategy: Bill RiChardson. Dottie Johnson, Juli~ Fiaher-

Teny

Cummln~. Geneva Williams. Jobn Lore and
Pruitt met with fouruhtion
c~ccutives ove.r the past few months. The Hudson-Webber PoUl)dation has approved a

$100.000 :rant in support of tho Conn~~higan AUianre Campaign. Other

foundatioD£ under this Sln\.tegy icclude: the Community Foundation for Southeastem
Mic.bigan (considering a $250,000 request with $150.000 being from the VVbitney
Futld), tbe McGregor Fund (staff is preparing a $200,000 :request), the Ski.tlr.oan

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Foundation (staff is preparing a ~00,000 proposal) and the Kresge Foundatioll (staff is
~pari:n~ a $1,000.000 I'Q}\leSt).

Soudrwest Michigan Sirattgy! Cultivation Q(forti DtQ undaway. Russ Mawby Will meet with
Steve Vpton of lbc Upton Foundation. This meeting will set th~ tone for all other meetings With
foundations ill SOutbwest Michigan.

West MJcbigan Strategy: The Governor and Michelle Engler, along with Ambassador Peter
S~hia mxi CommUDity Foundation Presidellt Diau Sieger-, hosted a luncheon tor prospective
gupportec'$ from &lt;Jrmd Rapi&amp;. The Orand RapidS Community Fouodation hu awarded a gift in
the amount of $S01000 msupport of the cumpaign and staff is in the pzocess Qf pwparing
proposals totaling more than $250,000 to area foundations. Seveel other major requests ~ in
process but -we are not at a point in the psw:ss to release details publicly.
South Ctatnl Michigan Stratep': Planning is nnd~rway, Neeta Deloney. Carolyn
Bloodworth and {Jatty R.e:yuokk axe womo., with staff to help culti.v't;. an4 QOntact foundatiou
executives from this region. It i$ ~xpeeted foundation vism will begin in tha f:ill a:a.d be
CGmpleted by the end of the calendar year.

Community Foundltio:.s StraU:iY; Joel Ows2, Neeta Delaney, Diana Sieger and Patty
RoJllolds have been actively involved in presenting CMA to Community Foundation executive&amp;.
The gOAl for tb.U &amp;irAU,,gy i:s to raise $'00,(()() in support from oommumty foundations.
Commuroty fouodations tbroua}lcnat tho sbitG are constdering requests totali!!I.J more thm
S750,000. To date. the following foundalions havo Appx-oYed grunts in suwozt of lhe CMA
campaign: Bury Community Foundation ($2t000)1 Ca.pital Region Community foundation
($25.000), Four County COll11nUility Foundation ($3~00), Grand Rapids O;lmmunity
Foundation ($50/JOO), JackSon Cotlftty Comrt~.unity Foundation (($10,000), L=aw~
Comn:umity Foundation ($3,000), and Stnrgis Area Community Foundation ($500) . .Follow-up
activity relatad to this &amp;tn.tcgy will continue;; through December.

~

Sl.OOO.tm

bquesli in ~ass: $1,500,000

G~n:

Detroit Edison

$ 350.000

1\fidlaad Strateo: Cultivation efforts have l'esulte.d in b¢th Dow Chemical and Dow Coming
indicating intere$t ia CMA. Michelle Engler expects to meet with executi:vC8 a:fta wrapping up
the Southca.swn Michigan SfmeiY. It is expeded these meetings will take place tbis fall

Southeastem Mtebigan Strategy: Early ou.lti.,..ation efforts are paying off with Michelle Engler.
~neva Williams.Iulie Jtuher Ctt.auning9 and Torry Pruitt all en&amp;agiug corporate executiva$
throughon~ tbia roaion of the Btate. Potential arantors to da.te incl~d~; ; Comcrica (col:tS.ideri:cg a
$500,000 reque&amp;t), DaimlerChrysler (considering a $1.000.000 request)l ~ni MotOT Gomp!my

2

�COt~MUNI CRTIONS

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(consideriug a ~l,OOC\000 request), General Moun (oon3idoring 11. $1,000,000 ~)t Blue
Cross :Blue Shield of Michigan (ask to tak~ plate in the fall).

West Micbiga.D Strategy: The GovemOJ: and Miche&amp; Engler. along with Ambwador Peter
Secohi&amp; ~md Community FoWldation President Diana Sieger, hosted a luncbeOD for proaP"tive
supp~ hom Orand R.a.pids. One c:orponrtioll is considering a gi(t of $50.000. Seven! other
major requast£ are in pro~~ but we are not at a :P(IiDt iD the process to release cletails publicly.
Sonrh Central MidriPil Strategiu: Planning is still underway. Neeta I&gt;elmey, carolyn
Bloodwonh md Patty Reynolds continue to work w~th staff AJJd othen to help cmltivate and
contaCt oorpcnte e.xecutives from this region. It is ~ected COl}IOnrte visits Will begin i1). the fall
and conti]).~e thtough the c:nd of the year.

Chair -Julie Fi5her Cum.lltinp
Goal: Sl.OOO,OOO

B.equests in P.I.'OOe!lst Sl,G6~,lOQ

Dot;aors:

SG-()1

$100.000

AICUM
MCC

$ 10,000
$165.390
$ 48,050
$ 53,800
$ 3,81S

MCSC
MNA
VCM

Southeastern Miclrlgan Strategy: Identificalioq and oultiv ation efforts continUe. The results of
me~ efforts are enconrag:iog and we hope to anno'llilCe some exciting newt&gt; in tbe nt(U' future.
WC8t MidiJgau Strategy: The Govemor and Mi'helle Engler, along With AmbeMador Peter
Secchia and Commumty Foundation President Diana Sitger, hosted a luncheon for p!O$peCtive
supporterS from Grand Rapids. OQe family is conddetillg making a $500,000 gift toward. the
campaig;tt- Several other major requests are in process but we are Dot at a point in the procesc to
release details publicly.
:tamily Strategy: Pamlly includes the Midligen Campus Compact, tbe Michigan CommWlity
Service Commission. the Michipn Nonpra.lit Assoaation, and Volunteer Cetlters of Michigan.
It is expected thi&amp; strategy will be completed by the end of September.
Auocla1loDS StrateQ: P.d Blews is leadb1g tllc identification and cUltivation phase of this
stmtegy. It is anticipated that the asking proce!its will beem in the tall and contmue tht'Qugh the
end of th~ year.
l a~uc to D~ iS au ~- fiiure, Ooncx toc:ak ~ b6low c1o not eqUlll ~ua to D~.., because SC"Veral
donors in tm CltelJOPY $cJVe OD !%10IC thm ODe board W thW gjlts have 'b_,. ercdi.S t9 a t.ol:al6 for all Of tJte

Olf'.;a.aiz::rai)DS rl?.~ ~c;.

. . ..... ...... . w.

~ · ··

... .... .

�COMMUt~ I CATIONS

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P. O?

Sep . 19 '91. · ·· ··---~. }.?. ..

CA!A Impact on Michigan
Summary
The ConnectMichigan Alliance Campaign ensures the str~ogth and stability of support for
Midugan 's volunteeu. Through a $20 rn.illion endowrnent, the combined force$ of the Mi~gan
Campus Comp,.ct (MCC), Michigan Community ~rvice Commission (MCSC), Michigan
N onprofit Association (MNA) and the Volunteer Ce.nters of Michigan (VCM) permanently
sustains and expands the ~volunteer infrastrucrure,. for which Michigan is known and heralded.
All of the p£rtners of this initiative have developed innovati,·e approaches to working effectively
on a statewid~ level with varied constituencies and serve as national models of ben practices.
Once {he campaign is completed, the Co~meetMichigan A.lliallte (CMA) begins to achieve its
goal of providing avenues for every MiclUg2.o citizen LO serve their ~ommunity throu~ volunteer
service and ciYic action. This goal is met by:

•

Providing access to a strong and healthy Volunteer Center for every Michigan

•

Having every :Michigan college and university encourage ciriz.en service &amp; learning
among its students, faculty ud staff;
Building strong nonprofits to met!t our commuwties' most pressing social,

resident;

•
•

chuitable, c:,.;oaomic, e\Jtural, educational, faith-based, and dvic neetk; artd
Maximizing state and federal government resources tO empower communities to
address their l~al challenges.

a

In creating CM.A.., the four foundi.ngpa..rtners, MCC, MCSC, :MNA and VCM, have created
synergistic application of their services that results iJl a seamless delivery of support services and
programs to volunteer and service· learning initiatives throughour the s•an:. While MNA 010d
MCSC will remain separate entities, they will share a central location with CMA, which will
reduce admi..nistnti ve expens~ and duplication of services. This arrangement, w hith 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 i.nitiatiV'e. The state of Michigan provided a S10 million challenge grant (S 1;
Sl) ro~r.ard "this initiative. The C. S. Mot't Foundation and theW. K. Kellogg Foundation each
responded to the ~hallenge with le~ gifts: of Sl million. The re~ing $8 million will be
developed over the next twelve months through multiple-year pledges a.nd one-time gifts.

�COM~1UNICATIDNS______...... -~-f._?x _~5_17_~~~~-6?~~ ..······ · · ·--· ·---- . . .S~p} ~ .'01 ----.. - ~_:}_?. ___ _ P.08

W'hat will be the impact?
Currently, many M.ichigan citiuns are unable to acc~s a volunteer center- places where our
individuals and or~anizations work to match volunteer opportunities with the right
individual. Only 54 Michigan counties are currently Sef\·ed by a Volunteer Center.

CMAGo:d:

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

Method:

Bolster the forces of the Volunteer Centers of Nl'...ichigan through increased membership,
outreach services and 5ite development activities in a subsuntially different w-ay than could
be supported by a dues only supported organiution.

Impact:

All of Michig:m's 83 COWltles will be served by a local Volunteer C~nter and thereby
providint; universal a&lt;:eess for every Michig;an citizeu to $erve.

Challenge:

Volunieer Centers have limited ~tccess to fund adnncement professionals.

Goal:

Increase Loo g·tenn Financial Capacity of Local Volunteer Centers

Method:

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

Impact:

Local Volunteer Centers will become financially viable nonprofit organaations 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 i.n a community. Often leadership inYolves the same pool of volunteers and
leaders who either move on or "bum our," lt:ot-ving the organization with our srrong 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 aJld teduucal assistance providers than can deliver
high quality services at a reason;tb]e cost to local volunteer-based org:a.n.izations.

Impact:

Local organization will ha-ve a more skilled and dedicated volunt~er base btcause of
increased access to regional professional development workshops and seminars

�COMMUNICATIONS

Fax : ::~17-335-6789

Sep 19 '0.~

... ...~ =.!?. . . . _.F.· 09

Challenge:

Non profits and volunteer-based or,anizations have been u11able t.o stay ahead of emerging
trends due to their i.u.cce$sibility to technical assistance and financial resources.

Goal:

Improve the Quality of Life in Every Michigan Conununity with Improved

Nonprofits- the Engines of Civk Engagement in Loc.2.l Communities
Method:

Provide grants, conferences and meeting opponunities to local nonprofits to strategically
develop long-term solutions to community problems using 5ervke and volunteerism as
strate&amp;e5 .

Impact:

Local organizations will have access to resources necessary to convene local panners in the
development of markel·specific programtning tbat encourages youth volunteerism, family
volunteerism, rural business volunleer 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 tommunities instill a.s they once did.
New ways need to be found ro instill these values.

Goal:

Increase the Capadty for

Person~ and Educational Success

of Children and

Adolescents

Method:

H.igbligbt service-learning as a viable and valuable teaching methodology with studentS,
reachers and parents through school partnerships, after-school programs, teacher ill-service$.

Impaa:

Local Volunteer Centers will develop service-learning and civic engagement programming
promoting p:uticip~tion of children. .in &amp;ndes K-12.

Challenge:

Only thirty-five of the state•s post-secondary educational i.ostimrions have demonstrated
their com.mirmenr to promoting more civically engag~d students, faculty and administrators
by committing to tb~ Michigan Campus Compact.

Goal

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

Method:

~ru.it mo:re hi1h~r educat.ion chief executives to join the Cant pus Compact and provide

i.ncreased services md resources to faculty and student$ .
Impact:

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

Ch.al14!nge:

A number of events, programs and .activities are conducted around rhe state lO promote
volunteerism, but they are scattered and not universally supported in every ~fichigan
community.

Goal:

Improve the Quality of Life in Communities Throughout Micbiga11 while
0..-oa.c:trsi:ins &lt;~nd Prom.ot~s th.~ Po'W...,. of Volunteeristn .

. ... .".- ·-· .... ......... ..... .

,, , _ ,

' "'" ''' "·~ · ~--~

�Method:

Develop a state c:tlend:u of national service d~ys which are highlighted, promoted and
coordinated throughout the ConnectMichigan Alliance.

Impact:

State level and local organizations will have incre~ed capacity to engage all of Michigan's
local communities in civic engagement programming that includes, but is not limited to,
Azneri~a '$ Promise1 Make A Difference Day, National Volunteer Week, andY outh

Service

Day.

Challenge:

The tools and terms used to describe the effeCtive means of volunteer community problem
solving are not understood a.:1d therefore insufficiently supported_ .

Goal

Iocrease Visibility of the Positive lmpacu of Servkc-Learning, Civic
Engagetnent and Volunteerism

Method:

Devote human and financial resources tov.ra.rd improving promotional materials,
media and access to media markets for ConnectMjchigan Alliance and the field
of nonprofits and voluntt:er-based orga.nizatioos.

Impact

State level and local organizations will have increased capacity to promote
i.nitiatives and recognize the impact of individuals and group$ that participate in
service-learning, civic engagement and volwneerisro in communities throughout
Michigan.

�</text>
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                    <text>WHITNEY FUND
3 3 3 W E S T FORT S T R E E T , S U I T E 2 0 1 0
DETROIT, MICHIGAN 48226-3 134
(313)961-6675

September 20, 2001

Mr. John S. Lore
President and CEO
ConnectMichigan Alliance
PO Box 22004
Lansing, MI 48909-2004
Re:

Grant #2001-1384

Dear
We are pleased to announce that on September 17, 2001 the Board of Trustees of the Whitney Fund
adopted the following resolution.
RESOLVED, that a one-time grant of $50,000 to ConnectMichigan Alliance for support for
a campaign that promotes and strengthens community volunteerism, be approved. This
grant is conditional upon these funds being used to benefit activities in southeast Michigan
in perpetuity.
Enclosed find two copies of the Terms of Grant Agreement related to this grant. Please make
special note of all of the provisions and procedures indicated. Please sign and return the original
copy of the Terms of Grant Agreement to the Whitney Fund as soon as possible indicating your
acceptance of the grant award and its terms. Also, please find enclosed information regarding the
final report requirements of this grant, as well as guidelines for publicizing your award.
After a signed copy of the Terms of Grant Agreement has been received, it is anticipated that
payment will be made as follows:
September 2001

$50,000

We wish you every success and look forward to receiving reports on your progress.
Sincerely,

Mariam C. Noland
Secretary/Treasurer
Enclosures

A SUPPORTING O R G A N I Z A T I O N OF THE COMMUNITY FOUNDATION FOR S O U T H E A S T E R N M I C H I G A N

�The Whitney Fund

TERMS OF GRANT AGREEMENT

PLEASE READ CAREFULLY!
I.

Acceptance of Grant
The grant to your organization from the Whitney Fund is for the explicit purpose(s)
described in the Grant Resolution and is subject to your acceptance of the terms
described therein.
To accept the grant and receive the funds, return a signed copy of this "Terms of
Grant Agreement" to the Whitney Fund. Keep the other copy for your files. Please
refer to the grant number and title in all communications concerning the grant.
Grantee:

Date Authorized:

ConnectMichigan Alliance

September 20, 2001

Grant Number: #2001-1384

Amount Granted: $50,000

Grant Resolution:
RESOLVED, that a one-time grant of $50,000 to ConnectMichigan Alliance for support for
a campaign that promotes and strengthens community volunteerism, be approved. This grant
is conditional upon establishing a branch office in southeast Michigan.

Grant Period:
Begins - September 20, 2001
Terminates - September 19, 2002

II.

Review of Grant Activity
The grantee will furnish the Whitney Fund with written reports according to the
following schedule:
Final Report - October 5, 2002

�ConnectMichigan Alliance
in. Special Provisions
In accepting this grant, the grantee accepts the following conditions:
1.

To use funds granted solely for purpose stated.

2.

To repay any portion of the amount granted which is
not used for the purpose of the grant.
To return any unexpended funds if the grantee loses
its exemption from Federal income taxation as
provided under Section 501(c)(3), of the Internal
Revenue Service Code.

4.

IV.

To maintain books and records adequate to verify
actions related to this grant should this prove
necessary.

Public Announcements
The grantee is encouraged to make appropriate announcement of the receipt of this
grant. The Whitney Fund would appreciate receiving a copy of any such
announcement, as well as a copy of any and all newspaper and other articles relating
to this grant.

For the Grantee:

Signature of Authorized
Representative

Date

Signature of Project
Director (if different)

Date

Page 2 of 2
sffRoawl*v*nneyWAi»(y-Tennifm doc

�Community Foundation for Southeastern Michigan
FINAL REPORT GUIDELINES

An important requirement of any grant from the Community Foundation for Southeastern Michigan
is the submission of a Final Report. The due date for your Final Report is indicated in the Terms
of Grant agreement. All correspondence should reference the grant number and Final Report due
date.
A Final Report should contain the following elements:

A cover letter indicating that all the grant funds were expended in accordance with the Terms
of Grant agreement.
A description of how the proposed program was implemented.

A review of how the grant funds were spent, including a detailed final budget showing all
expenses. Please note that the Foundation expects that yon will spend the grant as
proposed in your application. If yon wish to adjust the budget, you must contact the
Foundation for approval.
An evaluation of the success of the program. Were the objectives of the program met?

5.

A statement indicating your future plans for the program.

Please feel free to include any additional information concerning your program or your experience
with this grant that may be of interest to the Foundation's trustees.

�</text>
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              <description>An unambiguous reference to the resource within a given context</description>
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            <description>A name given to the resource</description>
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            <description>An entity primarily responsible for making the resource</description>
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            <description>An account of the resource</description>
            <elementTextContainer>
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              </elementText>
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              </elementText>
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              </elementText>
              <elementText elementTextId="711508">
                <text>Michigan</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>2001-09-20</text>
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                    <text>Fund Advancement Plan - Start Up
(As of September 20,2001)

Lead Gifts - $2,000,000 by December 31, 2000
FOUNDATION
C.S. Mott Foundation
W.K. Kellogg Foundation

AMOUNT
$ 1,000,000
$ 1,000,000

Phase I - $6,000,000 by October 15,2001 (including lead gifts)
FOUNDATION
H &amp; G Dow Foundation
Community Foundations (excluding CFSEM, GR,
Kalamazoo, Fremont, Capital Region and Jackson)
Community Foundation for Southeastern Michigan Whitney Fund
Community Foundation for Southeastern Michigan
H &amp; M Towsley Foundation
McGregor Fund
Hudson- Webber Foundation
Frey Foundation
Kalamazoo Community Foundation
The Grand Rapids Foundation
Fremont Area Community Foundatoin
Consumers Energy Foundation
Community Foundation for Muskegon County
Capital Region Community Foundation
Jackson Community Foundation
Blue Cross Blue Shield of Michigan Foundation
Foundation Matching Gifts to Date

AMOUNT

$ 1,000,000
$ 200,000
$ 150,000 (Sept. decision expected)
$
$
$
$
$
$
$
$
$
$
$
$
$
$

CORPORATION
DaimlerChrysler
Ford Motor Company
General Motors Corporation
Comerica
Detroit Edison
SPECIAL GIFT/FAMILY DONOR

001
002
003
AICUM

$
$
$
$
$

100,000 (proposal to be developed)
250,000 (Oct. decision expected)
200,000 (Sept. decision expected)
100,000
100,000 (Nov. decision expected)
75,000 (proposal being developed)
50,000
50,000 (Oct. decision expected)
50,000 (proposal to be developed)
45,000 (Oct. decision expected)
25,000
10,000
10,000 (unsolicited gift)
33,000
AMOUNT
1,000,000 (Sept. decision expected)
1,000,000 (Oct. decision expected)
1,000,000 (Sept. decision expected)
150,000
350,000

AMOUNT
$ 1,000,000 (Sept. decision expected)
$ 100,000
$ 500,000 (Sept. decision expected)
$
10,000

1°

3.

3,5

�Phase II - $10,000,000 by October 31, 2002
FOUNDATION
Kresge Foundation
Skillman Foundation
The Rollin M. Gerstacker Foundation
Wege Foundation
C.J. Strosacker Foundation
AT&amp;T Foundation
Ameritech Corporation Contributions Program
Edyth Bush Charitable Foundation, Inc.
Dick &amp; Betsy DeVos Foundation
Herrick Foundation
Steelcase Foundation
Sebastian Foundation
A &amp; V Dow Family Foundations
Besser Foundation
Rotary Charities
The Anderson Fund
Whirlpool Foundation
Weatherwax Foundation
Talbert &amp; Leota Abrams Foundation
Philip D. Miller Foundation
JSJ Foundation
F.S. Foundation
Chutney Foundation
Hampson Foundation
McKinley Foundation
Dyer Ives Foundation
Dykstra Charitable Foundation

AMOUNT
1,000,000
(Proposal
being developed,
$
Dec. decision expected)
$ 500,000 (Proposal being developed,
Nov. decision expected)
$ 250,000 (Cult, begins in Oct.)
$ 200,000 (Cult, begins in Aug.)
$ 125,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Jan.)
$ 100,000 (Cult, begins in June)
$ 100,000 (Cult, begins in Jan.)
$ 100,000 (Cult, begins in June)
$ 50,000 (Cult, begins in June)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Nov.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Sept.)
$ 25,000 (Cult, begins in Nov.)
$ 25,000 (Cult, begins in Sept.)
$ 25,000 (Cult, begins in Jan.)
$ 25,000 (Cult, begins in Sept.)
$ 25,000 (Cult, begins in Jan.)
$ 25,000 (Cult, begins in Nov.)
5,000 (Cult, begins in Jan.)
$
5,000 (Cult, begins in Jan.)
$
5,000 (Cult, begins in Jan.)
$
5,000 (Cult, begins in Jan.)
$

�CORPORATION
Dow Chemical Company
Kellogg Company
BankOne
Chemical Bank
Citizens Bank
5th Third/Old Kent Bank
National City Bank
Whirlpool Corporation
Compuware
Federal Mogul
Amway Corporation
Meijer Corporation
Stryker Corporation
Lear Corporation
Visteon
Delphi Automotive Systems
Northwest Airlines
GTE
SPX
SEMCO
Domino's
K-Mart
Masco
Stroh's
The Bud Company
Gerber
Wolverine Worldwide
Pharmacia &amp; Upjohn
Gentex
Haworth
Herman Miller
Dow Corning
Arbor Drugs
Kelly Services
Lazy Boy
UAW
Foremost Insurance
State Farm Insurance

AMOUNT
$ 500,000 (Cult, begins in Aug)
$ 250,000 (Cult, begins in Sept.)
$ 250,000 (Cult, begins in Nov.)
$ 250,000 (Cult, begins in Nov.)
$ 250,000 (Cult, begins in Nov.)
$ 250,000 (Cult, begins in Nov.)
$ 250,000 (Cult, begins in Nov.)
$ 250,000 (Cult, begins in Nov.)
$ 100,000 (Cult, begins in Nov.)
$ 100,000 (Cult, begins in Sept.)
$ 100,000 (Cult, begins in Sept.)
$ 100,000 (Cult, begins in June)
$ 100,000 (Cult, begins in June)
$ 100,000 (Cult, begins in Nov.)
$ 100,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Jan.)
$ 100,000 (Cult, begins in Jan.)
$ 100,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 25,000 (Cult, begins in Jan.)
$ 25,000 (Cult, begins in Jan.)
$ 25,000 (Cult, begins in Jan.)
$ 20,000 (Cult, begins in Aug.)
$ 20,000 (Cult, begins in Jan.)
$ 20,000 (Cult, begins in Jan.)
$ 20,000 (Cult, begins in Jan.)
$ 20,000 (Cult, begins in Jan.)
$ 20,000 (Cult, begins in Jan.)
$ 20,000 (Cult, begins in Jan.)

�SPECIAL GIFT/FAMILY DONOR

004
005
006
007
008
009
010
Oil
012

$
$
$
$
$
$
$
$
$

AMOUNT
100,000 (Cult, begins in Aug.)
100,000 (Cult, begins in Aug.)
100,000 (Cult, begins in Aug.)
50,000 (Cult, begins in Aug.)
50,000 (Cult, begins in Aug.)
25,000 (Cult, begins in Aug.)
25,000 (Cult, begins in Aug.)
25,000 (Cult, begins in Aug.)
20,000 (Cult, begins in Aug)

~a?

L®&gt;*»&gt;
p«p~ **&gt;
y

�</text>
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              <description>An account of the resource</description>
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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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                </elementText>
              </elementTextContainer>
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              <elementTextContainer>
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                </elementText>
              </elementTextContainer>
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              <description>The topic of the resource</description>
              <elementTextContainer>
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                </elementText>
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                </elementText>
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                </elementText>
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                </elementText>
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                </elementText>
              </elementTextContainer>
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              <elementTextContainer>
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                </elementText>
              </elementTextContainer>
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              <name>Identifier</name>
              <description>An unambiguous reference to the resource within a given context</description>
              <elementTextContainer>
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                </elementText>
              </elementTextContainer>
            </element>
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              <name>Language</name>
              <description>A language of the resource</description>
              <elementTextContainer>
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                </elementText>
              </elementTextContainer>
            </element>
          </elementContainer>
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    <itemType itemTypeId="1">
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      <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>
            <elementTextContainer>
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              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
            <elementTextContainer>
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              </elementText>
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          <element elementId="39">
            <name>Creator</name>
            <description>An entity primarily responsible for making the resource</description>
            <elementTextContainer>
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              </elementText>
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          <element elementId="41">
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            <description>An account of the resource</description>
            <elementTextContainer>
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                <text>ConnectMichigan Alliance 2001-09-20 fund advancement plan start up. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy.</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="49">
            <name>Subject</name>
            <description>The topic of the resource</description>
            <elementTextContainer>
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              </elementText>
              <elementText elementTextId="711182">
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              </elementText>
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              </elementText>
              <elementText elementTextId="711184">
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              </elementText>
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              </elementText>
              <elementText elementTextId="711187">
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              </elementText>
              <elementText elementTextId="711188">
                <text>Michigan</text>
              </elementText>
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            <description>The file format, physical medium, or dimensions of the resource</description>
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              </elementText>
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            <description>Information about rights held in and over the resource</description>
            <elementTextContainer>
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              </elementText>
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          </element>
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            <description>A related resource from which the described resource is derived</description>
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            <elementTextContainer>
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