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                    <text>Board of Trustees

Michigan Nonprofit Association
"Serving Michigan's nonprofit sector for over a decade"

Justin King
Chair
Edward Blews
Chair-Elect
Karla Hall
Secretary

September 25, 2001

Anne ROSEWARNE
Immediate Past Chair

Tom Monaghan, CFRE
President
Monaghan Associates, Inc.
4024 Park East Court, Suite C
Kentwood, Michigan 49546

Russell Mawby
Chair Emeritus

Dear Tom:

David Seaman
Treasurer

Diana Algra
N. Charles Anderson
Benjamin Baldus
Carolyn Bloodworth
Delois Caldwell
Robert Collier
Neeta Delaney
Maggie DeSantis
Michael Flanagan
Suzanne Heath
Barbara Orr Hill
Sr. Monica-Kostielney
William Liebold
Jane Marshall
Ann Marston
Thomas Mathieu
Deborah Mikula
Judy Moore
Christopher Nelson
Howard Newman
Anne Petersen
David Price
Elyse Rogers
Dorothy Silk
Gerald Smith
Glenn Stevens
Ira Strumwasser
John Tropman
Steve Webster
Candyce Williams
Katherine Willis
Sam Singh
President and CEO

As we near the end of your contracted service to the ConnectMichigan Alliance
Campaign, I want to express thanks and appreciation to you and your staff on
behalf of the ConnectMichigan Alliance Board, the Campaign Leadership
Committee, and the four founding partners of the ConnectMichigan Alliance.
You are leaving us well-postured to successfully reach our $20 million goal..
John, Kyle, Tim and I recently met to discuss the transition to a staff-directed
campaign on October 1, 2001. We are confident in our abilities to move forward
the initiatives you have helped us establish. It is also reassuring that you are only
a telephone call away should we need further counsel.
Tom, besides an occasional discussion regarding campaign strategy, Monaghan
Associates has one more official duty to perform. When we reach our goal next
fall, you will have to celebrate with us the fruits of our collective labor. As you
well know, establishing a $20 million endowment in support of volunteerism and
service-learning is no insignificant accomplishment. In fact, it has never been
done before. Your counsel will be recognized as a key ingredient of the formula
for success.
Sincerely,

Sam Singh
President &amp; CEO
cc: John S. Lore

AN ALLIANCE TO PROMOTE GIVING, VOLUNTEERING AND A STRONG, EFFECTIVE NONPROFIT SECTOR IN MICHIGAN
1048 Pierpont, Suite 3 • Lansing, MI 48911 • Phone 517/492-2400 • Fax 517/492-2410
Toll Free 888/242-7075 (MI only) • Web Site http://www.mna.msu.edu

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                    <text>Prepared by Kimberly Lane

Page 1

9/27/01

ConnectMichigan Alliance Campaign
Michigan Community Service Commission - Board Contributions
Name of Trustee
Donald L. Newport
Meg Smith
Raymond West
John Barfield
Christine Kwak
fMichelle Engler
|Russ Mawby
Pat Ryan O'Day
Nancy Lenz
fArend Lubbers
^Robert Collier
Kari Pardoe
fTerry Pruitt
Victor Begg
Matt Wesaw
Ethan Weinstock
Tom Watkins
Julie Fisher Cummings
Vivian Pickard
^
Total:
Total w/Lubbers factored in:

Gift/Pledge

$127,370
(**$148,070)
$149,370

*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.
| serves on two or more boards

S:\CMA\Administration\DonorTracking\MCSC CMA Board Contributions.doc2.doc

�Prepared by Kimberly Lane

Page 1

9/27/01

ConnectMichigan Alliance Campaign
Michigan Community Service Commission - Staff Contributions
Name of Staff
Beth Barney
Ezra Bell
Kyle Caldwell
Mary Estrada
Jennifer Forbes
Michael Freeman
Tara Oilman
Mary Grill
Garry Gross
Bill Heuer
Paula Kaiser
Michelle Metzmaker
India Plough
Angelia Salas
Elizabeth Scully
Kathie Vasilion
Jeanine Yard

Total:

Contribution
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
No
Yes
No
Yes

$4,035

S:\CMA\Administration\Donor Tracking\MCSC CMA StaffContributions.doc2.doc

•^

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                    <text>Prepared by Kimberly Lane

ConnectMichigan Alliance
Family Gifts/Pledges

Name
Allison Treppa
Anne Rosewarne
Barbara Mieras
Carolyn Bloodworth
Dale Weighill
Dorothy Johnson
Edward O. Slews, Jr.
Eric Gilbertson
Juan Olivarez
Julie Fisher Cummings
Kathryn Rossow
Michelle Engler
\Jonie Brennan
Regina Fortushniak
Terry Pruitt
Theresa Nelson
Thomas Dolan
Virgil Carr
Andrea Newman
Anne Rosewarne
Arend Lubbers
Barbara Mieras
Carolyn Bloodworth
David O. Egner
Diana Sieger
Dorothy Johnson
Edward O. Blews, Jr.
Eric Gilbertson
Glenn Steil
Joel Orosz
John Lore
Juan Olivarez
Judith Ann Rapanos
Julie Fisher Cummings
Karla Hall
Kathryn Rossow
Michelle Engler
Neeta Delaney
Nonie Brennan
Patricia Reynolds
Peter Secchia
Richard Cole
Russell Mawby
Stanley Caine
Terry Pruitt
William Richardson
John S. Lore
Adrian College
Albion College
Alma College
Andrews University

Affiliation
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Board
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Cabinet
CMA Staff
MCC Institution
MCC Institution
MCC Institution
MCC Institution

Aquinas College

MCC Institution

Calvin College
Central Michigan University
Davenport University

MCC Institution
MCC Institution
MCC Institution

Last Updated: 10/11/2001

Given
No
Yes
Yes
Yes
No
No
Yes
No
No
Yes
Yes
Yes
No
Yes
Yes
No
No
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No
Yes
Yes
Yes
Yes
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Yes
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Yes
Yes
No
No
No
No
Yes
Yes
Yes
No
Yes
Yes
Yes
No
No
No
Yes
Yes
Yes

�Prepared by Kimberly Lane

Eastern Michigan University
Ferris State University
Grand Rapids Community College
Grand Valley State University
Hope College
Jackson Community College
Kalamazoo College
Kalamazoo Valley Community College
&lt;irtland Community College
Lansing Community College
Madonna University
Marygrove College
Michigan State University
Mid Michigan Community Collge
Northwood University
Olivet College
Saginaw Valley State University
Saint Mary's College
Schoolcraft College
Siena Hieghts University
University of Michigan
University of Michigan - Dearborn
University of Michigan - Flint
Wayne State University
Western Michigan University
William Tyndale College
Arend Lubbers
Barbara Mieras
Bernard Klein
Charles Rorie
Daniel Phelan
David Fry
Don Tuski
Elson Floyd
Eric Gilbertson
Gaylen Byker
Glenda Price
Harry Knopke
Irvin Reid
James Bultman
James McHann
James R. Jones, Jr.
Janet Guggenheim
John Selman
Juan Mestas
Juan Olivarez
Lee Bellinger
M. Peter McPherson
Marilyn Schlack
Mark Murray
Michael Rao
Niels-Erik Andreasen
Paula Cunningham
Peter Mitchell
Randolph Fleschig
Richard Artmann

ConnectMichigan Alliance
Family Gifts/Pledges
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC Institution
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President

Last Updated: 10/11/2001

No
No
No
No
No
No
Yes
Yes
No
No
Yes
No
Yes
No
No
No
Yes
No
No
No
No
No
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Yes
No
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No
Yes
Yes
No
No
No
No
Yes
Yes
No
No
No
No
No
No
No
No
No
No
Yes
No
No

�Prepared by Kimberly Lane

Ronald Verch
Samual Kirkpatrick
Saundra Tracy
Sr. Rose Marie Kujawa
Stanley Caine
Thaddeus Radzilowski
William Sederburg
Amy Smitter
&lt;imberly Lane
Richard Hatfield
Michelle Holzhei
Arend Lubbers
Christine Kwak
Donald L. Newport
Ethan Weinstock
Geneva Jones Williams
John Barfield
Julie Fisher Cummings
&lt;aren Aldridge Eason
&lt;ari Pardoe
Matt Wesaw
Meg Smith
Michelle Engler
Nancy Lenz
Pat Ryan O'Day
Raymond West
Robert Collier
Russell Mawby
Terry Pruitt
Tom Watkins
Victor Begg
Vivien Rogers Pickard
Angelia Salas
Beth Barney
Bill Heuer
Elizabeth Scully
Ezra Bell
Garry Gross
India Plough
Jeanine Yard
Jennifer Forbes
Kathie Vasilion
Kyle Caldwell
Mary Estrada
Mary Grill
Michael Freeman
Michelle Metzmaker
Paula Kaiser
Tara Gilman
Ann Marston
Anne Petersen
Anne Rosewarne
Barbara Mieras
Barbara Orr Hill
Candyce Williams
Carolyn Bloodworth

ConnectMichigan Alliance
Family Gifts/Pledges
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC President
MCC Staff
MCC Staff
MCC Staff
MCC/VCM Staff
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Board
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MCSC Staff
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board

Last Updated: 10/11/2001

No
No
No
No
Yes
No
No
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
No
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
No
Yes
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes

�Prepared by Kimberly Lane

ConnectMichigan Alliance
Family Gifts/Pledges

Christopher Nelson
David Price
David Seaman
Debbie Mikula
Delois Caldwell
Diana Algra (Sidney)
Dorothy Silk
Edward O. Blews, Jr.
Elyse M. Rogers
Gerald Smith
Glenn Stevens
Howard B. Newman
Ira Strumwasser
Jane Marshall
Jeffrey R. Taylor
John Tropman
Judy Moore
Justin King
Karla Hall
Katherine Willis
Kathryn Rossow
Maggie DeSantis
Mark Wilson
Michael Flanagan
Michelle Engler
N. Charles Anderson
Neeta Delaney
Rev. Ben Baldus
Robert S. Collier
Russell Mawby
Sr. Monica Kostielney
Steven Webster
Suzanne Heath
Thomas Mathieu
Vivien Rogers Pickard
William Liebold
Erin Skene
Gylin Teh
Jan Harper
Jerry Lindman
Peggy Casale
Robin Lynn Schultheiss
Sam Singh
Tim Swope
Albion Volunteer Service Organization
Alpena Volunteer Center - Alpena Community College
Community Resource Center - Manchester
Community Volunteer Center -UW of Saginaw
Dickinson Community Resource Center
ENRICH Vol &amp; Info Center of Ionia County
George W. Romney Vol Center - UWCS Detroit
Heart of West Ml United Way Volunteer Center
Hillsdale County Volunteer Resource &amp; Support Center
Jackson Nonprofit Support Center
Lenawee United Way &amp; Vol. Center
Marquette County Volunteer Center

MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Board
MNA Staff
MNA Staff
MNA Staff
MNA Staff
MNA Staff
MNA Staff
MNA Staff
MNA Staff
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member

Last Updated: 10/11/2001

No
No
Yes
Yes
No
Yes
No
Yes
Yes
No
No
No
Yes
No
Yes
No
Yes
Yes
No
Yes
Yes
No
Yes
No
Yes
No
Yes
Yes
Yes
Yes
No
No
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
No
No
Yes
No
No
No
No
Yes
Yes
No

�Prepared by Kimberly Lane

ConnectMichigan Alliance
Family Gifts/Pledges

Montcalm County Volunteer Connections
Newaygo County Community Services Volunteer Center
Resource Center - Flint
Thumb Area Volunteer Center
United Way of Lapeer County
United Way of Monroe Co. - Volunteer Action Ctr.
United Way of Wexford County
UW &amp; Volunteer Center of Clare County
UW of Isabella Co. Vol. Ctr.
Voluntary Action Center of Midland County
Volunteer Center of Allegan County
Volunteer Center of Barry Co.
Volunteer Center of Battle Creek
Volunteer Center of Chippewa Co.
Volunteer Center of Greater Holland UW
Volunteer Center of Greater Kalamazoo
Volunteer Center of Mid-Michigan
Volunteer Center of Northwest Michigan
Volunteer Center of Otsego Co.
Volunteer Center of Southwest Michigan
Volunteer Center of the Tri-Cities -Grand Haven
Volunteer Muskegon
Volunteer Resource Center of Bay County
Judy Tymowicz

VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Member
VCM Staff

Last Updated: 10/11/2001

Yes
No
Yes
Yes
No
Yes
No
Yes
Yes
Yes
No
No
Yes
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes

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                    <text>THE HARRY A. AND MARGARET D. TOWSLEY FOUNDATION

October 18, 2001

Mr. Sam Singh
Interim Director
Connect Michigan Alliance
P.O. Box 22004
Lansing, Michigan 48909-2004
Dear Mr. Singh,

We are writing in response to your request for funding submitted to our office for review.
After careful review, we regret to advise that we are unable to provide the support you
seek.
Many factors are included in the evaluation of proposals by our Foundation. Geography
plays a role in that we may have exceeded our budgets in a given geographic area.
Program area plays a role in that we may have exceeded our budgets in a given category.
Some appeals, while meritorious, do not fall into a target area of our giving priorities.
Your proposal was well presented. It was not denied because of failure on your part.
Each year we must decline many meaningful appeals for the simple but important reason
that our funds our limited, while requests for those funds are not.
We wish you every success and hope you will be able to secure the funding you need for
your endeavors.
Sincerely,

Vicki Chatland
Office Manager

14O ASHMAN STREET • P.O. Box 349 • MIDLAND, MICHIGAN 4864O • TEL. (989) 837-1 1OO • FAX (989) 837-324O

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                    <text>Tuesday, October 30, 2001
DRAFT#1
Meeting with Max Fisher concerning ConnectMichigan Alliance
Friday, November 2, 2001
Offices ofMax Fisher
Fisher Building
3011 W. Grand Blvd.
Suite 2700
Detroit, Michigan
10:00 a.m. to 11:00 a.m.?
FROM: Kyle Caldwell, Executive Director, Michigan Community Service Commission
I.

PURPOSE
Brief Mr. Fisher on the ConnectMichigan Alliance (CMA) Campaign, seek his advice and
assistance in solidifying our Southeastern Michigan funding strategy, and set the ground work for
soliciting a gift of $1 million from Mr. Fisher.

II.

BACKGROUND
Julie F. Cummings has encouraged the CMA Leadership and staff to discuss the CMA with Mr.
Fisher for about a year. She has been discussing the CMA and her excitement for the work we are
doing with Mr. Fisher and he responded favorably and suggested that someone discuss this with
him. Julie and Peter Cummings have committed $100,000 to the campaign. It was Julie's feeling
that the best approach to gain Mr. Fisher's support would be one from the Governor and Mrs.
Engler.
Even though Julie suggested that $1 million should be the ask amount, she also stressed that Mr.
Fisher will likely initially say no to that figure. Julie stressed that we should be very persistent with
the $1 million figure as his decline is expected and a normal way of handling such large requests.
Mr. Fisher's gift and leadership is vitally important to the Southeastern Michigan strategy for the
CMA. Many will look to his action to gauge their own activity and his gift would set the bar high
given that he is often considered more conservative in his giving strategy and is highly skeptical of
government programs although he is very active in politics (see biography and curriculum vitae
attached). If he can participate and a leadership level, it would be a ringing endorsement and many
skeptics will be without ammunition.
To date, the major foundations in Southeastern Michigan have all been approached as well as the
Big Three Automakers . An update on the gifts secured to date is attached (see Fund Advancement
Plan- Start Up). Gifts at the $1 million level include the C.S . Mott Foundation, W.K. Kellogg
Foundation, and H &amp; G Dow Foundation. Other gifts of potential interest to Mr. Fisher may
include the Whitney Fund ($50,000), Hudson-Webber Foundation ($100,00), Comerica ($150,000),
and Detroit Edison ($350,000).

�III.

PARTICIPANTS
Michelle Engler, First Lady of Michigan
Max M. Fisher, Board Member, Comerica and Sotheby 's
Julie F . Cummings (tentative), Co-founder, Lovelight Foundation
JohnS. Lore, President &amp; CEO, ConnectMichigan Alliance
Kyle Caldwell, Executive Director, Michigan Community Service Commission

N.

PRESS PLAN
No press in attendance.

V.

REMARKS
N/A (see event scenario)

VI.

EVENT SCENARIO
There are two potential scenarios, depending on whether Julie Cummings is able to attend. At the
time of this draft, Julie was going to try to make the meeting, but had a scheduling conflict with the
Council of Michigan Foundation's Annual Conference.
Should Julie be in attendance, she would open the conversation with introductions of the parties
present and state that it was Mrs. Engler' s desire to speak with Mr. Fisher concerning the
ConnectMichigan Alliance and emphasize her enthusiasm for the initiative and the campaign that
supports it. If Julie is not in attendance, the meeting would begin with Mrs. Engler making
introductions and starting the conversation.
The conversation would then move to Mrs. Engler who would layout the fundamental components
of the CMA and the campaign as she has in previous approaches to potential funders.
•

•

Infrastructure: For years, Michigan has been a leader in supporting service and
volunteerism because of the investment many have made in developing a strong nonprofit
infrastructure:
o Michigan Nonprofit Association- Chamber for Nonprofits
o Michigan Campus Compact - Coalition of higher ed. Institutions that stress
service
o Volunteer Centers of Michigan - Professional association of volunteer centers
with members serving over 80% of Michigan ' s counties
o Michigan Community Service Commission - one of the nation's leading service
commissions that provides public support and recognition for service and
volunteerism including AmeriCorps (domestic form of the Peace Corps) and the
Governor's Service Awards.
Synergy &amp; Innovation: These organizations have formed a partnership that combines their
forces and begins to institutionalize (in the best way) service and volunteerism in Michigan
through long-term partnerships and an endowment created through an innovative
public/private partnership.
o The ConnectMichigan Alliance is a nonprofit organization made up of the
partnering organizations, lead by JohnS. Lore (see resume attached), and supported
through a $20 million endowment.

�o

•

•

•

The State ofMichigan (through the leadership of Governor Engler and the
Michigan Legislature) has put forward a $10 million challenge grant (expiring in
Nov. of 2002) that will leverage an equal sum from the private sector.
o Together, the partnership and the endowment will help Michigan reach its goal of
being able to provide a quality volunteer opportunity for every Michigan resident.
Legacy: Much of the thinking that went into forming the ConnectMichigan Alliance
started with a vision of former Governor George Romney who believed that connecting
with each other through volunteerism was one of the only ways communities would be able
to solve their most perplexing problems. Building on his ideas of bringing together the
leadership or our state and nation around volunteers and organizations they serve was one
of the hallmarks of his post-politics career. Governor Engler was approach many times
about building a sustainable force for volunteerism, but the timing with regard to the
maturity of the organizations involved, the leadership and the quality of a plan to make it
all come together did not exist- until now. The ConnectMichigan Alliance is the fruit of
his labor.
Detroit: The CMA Campaign has been successful in it first round of approaches to the
larger foundations in the state, but especially in Southeastern Michigan. The gifts secured
to date include: C.S. Mott Foundation, W.K. Kellogg Foundation, H&amp;G Dow Foundation,
Whitney Fund, Hudson-Webber Foundation, Comerica, Detroit Edison, and Julie and Peter
Cummings. There $1 million requests pending with Daimler Chrysler, General Motors and
Ford Motor Company. The Kresge Foundation has given preliminary indications that it
will commit $1 million and the other area foundations are giving leadership gifts serious
consideration.
Mr. Fisher: The CMA Campaign needs a serious boost to get the area funders and
individual leaders on board. A significant show of support from Mr. Fisher would move
the campaign along and give an entree to the area individual givers as well as the area
businesses that look to Mr. Fisher and his family for leadership in their philanthropy. A $1
million .gift would do that. Other forms of assistance may include a gathering of other
potential donors where his demonstration of support may be highlighted and phone calls to
key leaders in the Southeastern Michigan community pointing out his support for the CMA
Campaign.

Mrs. Engler would tum to Mr. Lore to give him an opportunity to express his support. Other
participants would be encouraged to give their views as the conversation warrants.
Support materials will be supplied by Mr. Caldwell and will include the background information,
campaign brochure and other related information. No formal proposal will be provided at this time,
but will be available in follow up correspondence.

�Max Martin Fisher
An investor and former oilman worth an estimated $760 million, Max M. Fisher has been "a
friend and advisor to every Republican president since Eisenhower," boasts the Republican
Jewish Coalition, an influential political group he founded under a different name in 1985. "He
has played a remarkable, if quiet, role in the history of both (Israel and the United States)."
Born to Russian immigrants in the small town of Salem, Ohio, Fisher attended Ohio State
University on a football scholarship. After school he joined his father's oil reclamation business
in Detroit. Fisher grew that business into one of the largest gas station chains in the Midwest
before selling the business in 1959 and investing in a series of stock and real estate deals that
made him one of Detroit's richest residents . At age 92, he still sits on the board of Comerica, the
consumer and investment bank, and Sotheby's, the embattled English auction house. He is also
on the board of Restoring the American Dream, a conservative political action committee led by
Richard DeVos Sr. (worth, $764,500).
Throughout his economic climb, Fisher headed up a variety of Jewish-American organizations,
including the United Jewish Appeal, the Council of Jewish Federations, and the American
Jewish Committee. According to a recent biography, Fisher was asked by Ford and Kissinger in
1975 to help heal a diplomatic rift between the United States and Israel over relations with
Egypt. Fisher met repeatedly with Israeli leaders and Ford's chief of staff, Donald Rumsfeld,
who is now Secretary of Defense under George W. Bush. Fisher's report, the biography suggests,
helped shape Ford's policy towards Israel.
"My ftmdamental responsibility was as an American," Fisher explained. "Then as an American
Jewish leader. And finally, I had my love for Israel."

In recent years, the Republican Jewish Coalition has supported a hard-line approach to
negotiating an Israeli-Palestinian peace accord, criticizing President Clinton for "appeasing
Chairman Arafat" instead of requiring "responsibility and compliance from the Palestinian
Authority." The group supported the construction of the controversial Har Homa settlement in
East Jerusalem, over Palestinian objections that the project jeopardized the peace process. It also
supports continued American military support oflsrael, including a recent project to build an
anti-ballistic missile system.
On the domestic front, the RJC supports school choice and voucher initiatives as effective tools
to curb the "risk of assimilation" for some Jews living in the United States. "By lessening the
financial burdens, vouchers would make a Jewish education available to the entire Jewish
community," reads one position paper. The group has supported welfare reform, lowering the
estate and capital gains taxes, voluntary prayer by student groups in public school, abortion
rights, and tougher crime laws, including a California-style "three strikes" law for some federal
cnmes.
During the presidential campaign, the RJC took out a full-page ad in the New York Times
chastising Senator Joseph Lieberman for making ovations to Nation oflslam leader Louis
Farrakhan, whom the group called an "unrepentent promoter of hatred, bigotry, and anti-

�Semitism."
Mother Jones,-- Michael Scherer, 1998.

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NOV-01-~1

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November 2, 2001

|es of $25,000 or more
Mott Foundation
undation

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Dummings
ition
Community Foundation

sous Gifts

Amount
$1,000,000.00
$1,000,000.00
$1,000,000.00
$350,000.00
$150,000.00
$100,000.00j
$100,000.00
$50,000.00
$25,000.00

Requests of $25,000 or more
Daimler Chrysler
Ford Motor Company Fund
Kresge Foundation
McGregor Foundation
Community Foundation for South Eastern Michigan
Wege Foundation
Kalamazoo Comm. Foundation
Frey Foundation
Sebastian Foundation
Fremont Community Foundation

Amount
$1,000,000.00
$1.000,000.00
$1,000,000.00
$200,000.00
$150,000.00
$100,000.00
$100,000.00
$100,000.00
$75,000.00
$50,000.00

$273,785.00

Major Gift Cultivations

Prospects-$50,000+

General Motors
Dow Chemical
Skillman Foundation

5th/3rd Bank
Ameritech
Amway Corp.
AT&amp;T
Bank One
Chemical Bank
Citizen's Bank
Edyth Bush Charity Foundation
Gerstacker Foundation
GTE
Herrick Foundation
Kellogg Co.
Lear Corp.
Meijer Corp
National City Bank
Northwest Airlines
^PX

$4,048,785.00

3nly

$3,775,000.00

^EMCO
Standard Federal
Steelcase Foundation
Strosacker Foundation
Stryker Corp
Visteon
Upton Foundation
Whirlpool Foundation

Total gifts, pledges and requests if granted: $ 7,823,7*

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                    <text>ConnectMichigan

Chair
Edward Blows

MEMORANDUM
To:

Ed Blews, Chair, ConnectMichigan Alliance
Michelle Engler, Chair, ConnectMichigan Alliance Campaign
Julie Fisher-Cummings, Chair, ConnectMichigan Alliance Campaign
Bill Richardson, Chair, ConnectMichigan Alliance Campaign
Nonie Brennan, Chair, Volunteer Centers of Michigan
Justin King, Chair, Michigan Non-Profit Association
Russ Mawby, Chair, Michigan Community Service Commission
Juan Olivarez, Chair, Michigan Campus Compact
ConnectMichigan Alliance Board of Trustees

From:

John Lore

Re:

Kate Sperti

Date:

November 2, 2001

Please join me in welcoming my new Executive Assistant, Mary Katherine (Kate)
Sperti.

Vice-Chair
Michelle Engler
Secretary-Treasurer
Terry Pruitt
Board of Trustees
Carolyn Bloodworth
Nonie Brennan
Kyle Caldwell
Virgil Carr
Julie Fisher Cummings
Thomas Dolan
Regina Fortushniak
Eric R. Gilbertson
Dorothy Johnson
Barbara Mieras
Theresa Nelson
Juan Olivarez
Anne Rosewarne
Kathy Rossow
Sam Singh
Allison Treppa
President and CEO
John Lore

Kate has a history of working in the public sector, having started her Legislative
career as a Senate Page while attending Michigan State University. After earning
her Bachelor's Degree in Social Relations, Kate went on to serve as an Executive
Assistant to members of both the Michigan State House of Representatives and
the Michigan State Senate. Most recently, Kate worked as a Program Assistant
and Training Coordinator for the Michigan Community Action Agency
Association.
Please do not hesitate to contact Kate directly at 517-492-2441, should you be in
need of assistance.
in

Thank you.

ConnectMichigan Alliance P.O. Box 22004 Lansing, Michigan 48909-2004 phone 888-242-7075 fax 517-241-3869
A partnership of: Michigan Campus Compact, Michigan Community Service Commission, Michigan Nonprofit Association, Volunteer Centers of Michigan

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                    <text>November 6, 2001

MOV 0 8 2001

Ms. Patricia Reynolds
President
Capital Region Community Foundation
6035 Executive Drive, Suite 104
Lansing, MI 48911
Re:

Grant Reference No. P0092813 (Please refer to this number on all
correspondence directed to the Kellogg Foundation concerning this grant.)

Dear Ms. Reynolds:
The W.K. Kellogg Foundation is pleased to inform you that it has approved a grant to
your organization of US$30,000 to contribute to the endowment fund for Connect
Michigan Alliance to help qualify for challenge funds from the Michigan Legislature.
This commitment is being made at the request of Dr. Russell G. Mawby, Kellogg
Foundation Trustee.
Your grant commitment is being processed and will be mailed, along with your check,
within the next few weeks.
Enclosed is the Foundation's Project Questionnaire. Upon the completion of your
grant, the Project Questionnaire is to be completed and returned to the Foundation.

W.K. KELLOGG
FOUNDATION
One Michigan
Avenue East
Battle Creek, Mi
49017-4058
USA
616-968-1611
TDD on site
Facsimile: 616-968-0413
World Wide Web:
http://www.wkkf.org /

Should you have any comments, questions, or concerns during the course of the project
funded by this grant, please contact me.
On behalf of the Foundation, I extend every good wish for the success of this project.
Sincerely,

Assistant Vice President
JEM/clb
\\WKKF-DOC01\DOC\UNSECURE\P0092813\00000004.doc

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

Mr. Kyle Caldwell
Dr. Russell G. Mawby

Enclosure:
C14

Project Questionnaire

�W.K. KELLOGG
FOUNDATION
To help people help themselves

PROJECT QUESTIONNAIRE

This Project Questionnaire is the report from your project to the Kellogg
Foundation. It is a permanent record of what you have achieved and what you have
learned in the process. This format must be used in completing your reports.
Grantee: Capital Region Community Foundation
Project Number: P0092813
Fiscal Period: November 1, 2001 — October 31, 2002
Project Purpose: contribute to the endowment fund for the Connect Michigan Alliance to
help qualify for challenge funds from the Michigan Legislature
Grant Amount: $30,000
Name of Person Completing This Report:
Date:
What was the primary goal of the project?

What were the problems, issues, and opportunities addressed?

What were the principal actions and activities?

What were the project impacts?

�What were the lessons learned? What would you do differently next time?

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

Funds remaining: $_
with this report.

_. Please return any unexpended funds

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

Program Director Signature
Date
R03/F03

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FWX TRAMSMITTyVL
3OO N. WASHINGTON SO.
LANSIMO, Ml 48913
CUSTOMER AS$l£YAW&lt;:i«

BIT 373 9ooe

nhiiM

DATE
# OF PAGES (including cover sheet)

DELIVER TO

K'

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COMPANY
FAX NUMBER

C^/-^

37^ -V 9 77

PHONE NUMBER

FROM

Sabrina Keeley /^fcjL

DIVISION

Executive Office

FAX NUMBER

(517)241-4068

PHONE NUMBER

(517) 335-5883

REMARKS:

3

�MICHIGAN
MEDC BOARD OF DIRECTORS
Gov»rnor John Englor
General Chair
Prandon
Shah
Matthew Cullen
vies cra/r

PRESIDENT t, CEO
Doug Rolhwell
MISSION
The Michigan Economic Development
Corporation, a partnership between
the state and local communities,
promotes smart economic growth By
developing strategies and providing
sarvicas to create and retain 2000
joDs and a high quality of lite.

PUBLIC Af FAIRS
Jeff Mmon

CHIEF OPERATING OFFICER
Sabrina Henley

CDmmunkcatlana

Billie Wimmer
Managing Director

Jennifer Kopp
Director

Doarkoslng
na M»i9t«m
Evonti it Protocol

TRAVEL MICHIGAN

COMMUNITY
RELATIONS

E-MEDC
Doug Partis
Vlea Preilctant

Tricia Tucdarnne

ADMINISTRATION
&amp; LEGAL AFFAIRS

Bob Filka
Cindy Ballard
Policy Director

Logaf Allaire

r Relationship

LEGISLATIVE
RELATIONS

INITIATIVES

Mike Brady
Vice President
t General Counsel

Min

Policy
ctor

Nicole Nyslram
Assistant Vice Pioslilmt

Financial Services
HUnUn H9BOUfC89
OfAce Services

CORPOftATE
RELATIONS
Kathlson Mochum
Assistant Vim Pwlfafl

BUSINESS
DEVELOPMENT

EMERGING
BUSINESS SECTORS

Kathy BlaKe

Michael Flnney

i

1
GLOBAL BUSINESS
DEVELOPMENT
David Jeup
Vlft President

DEVELOPMENT
FINANCE

BUSINESS &amp;
COMMUNITY
SERVICES
Jeff Kacimarak
SsntoA Wc» FteatooM

Wc« fYesUsnt

Wn» Pititnaa

univtmtyflndustry

Mike Pohnl

Binlnesi Roundtabtoa

Prn|ecl Team

Sin Location Sorvk*;

MEGA

Ts»fi*i«d immunity
Initiatives

Small Suilneu Oulroieh

1
MICHIGAN
OUSlKfiSS
DEVELOPMENT
Jim Donaldson
Vies Pnslirtni

Llli Sclencas CorrUur
Venture Caplldl
Target Industry
Development

8uslneefi Productivity
1

COMMUNITY
SERVICES
John Czamenki
We* Prosldrjnt

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�</text>
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                    <text>From the desk of..

Kyle Caldwell
To:

£?
FYI—Keep or Discard
Review &amp; Return
Handle
rgent Action
File
Other

Date:

�Michigan Campus Compact

NOV 2 9 2001

Member Institutions:
Adrian College
Album College
Alma College
Andrews University
Aquinas College
Cah'in College
Central Michigan University
Davenport Universitv - Eastern Region

November 11,2001
Margaret Ann Riecker
Chair
Towsley Foundation
\40 Ashman Street
P.O. Box 349
Midland, Michigan 48640
Dear Ms. Riecker:

Davenport University - Western Region
Eastern Michigan University
Ferris Slate University
Grand Rapids Community College
Grand \bttey Stale Unnvrsity

On behalf of the Michigan Campus Compact, we would like to thank you
for the $25,000 grant from the Harry A. and Margaret D. Towsley Foundation. As
you know, this funding MCC has continued the Venture Grant Program during
Cycles 22 and 23, and supplementing other grant programs in the Mid-Michigan
area. We have been successful in covering the needs of Mid-Michigan institutions
of Higher Education.

Hope College
Jackson Community College
Kakunwo College
Kalamuxio Valley Community College
KirtUtuI Community College
Lansing Community College
Madonna Unhvrsity
Marygnnv College

On July 1, 2001, Michigan Campus Compact entered a new affiliation with
the ConnectMichigan Alliance. As a result of this affliction we, have joined several
other non profits and the Michigan Community Service Commission to looking at
impacting the whole state with each of our constituent groups. To that point, we
would like to request that the monies granted by the Towsley Foundation to be
opened to the rest of the state colleges and universities. This follows the theme of
statewide volunteerism and service, as promoted by the ConnectMichigan theme.
The monies will continue to impact the Mid-Michigan area, but also other areas of
that state, allowing for many creative and innovative service programs that benefit
the whole network of campuses and engage many students in community service.

Micliigan Stale University
Mid Michigan Community College
Nortlwood University
Olivet College

I will be following up with a phone call in about a week to discuss this issue
further. Thank you again for your generosity and time in considering our request. If
you have any questions, please do not hesitate to contact me by phone at (517) 4922424 or by email at smitter@msu.edu.

Saginaw \iilley State University
Saint Mary's College of Ava Maria
University
Siena Heights University
UniwrsityifMic-higan • Ann Arbor
University of Michigan - Dearborn
University &lt;f Michigan - Flint
VAiyjie State Uni\'er\ity

Smit
Director
cc: John Lore
Tim Swope
Sam Singh
Kyle Caldwell

Western Micliigan University
William Tynlute College

Michigan Campus Compact • Suite 3-1048 Pierpont • Lansing, MI 48911 'Tel: 517.492.2424 • Fax: 517.492.2444
Affiliated with the ConnectMichigan Alliance

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                    <text>333 West Fort Street
Suite 2090
Detroit, Michigan 48226

Telephone 313.963.3495
Facsimile 313.963.3512
-"f

i / ) y^y1

MCGREGOR FUND
November 15, 2001
John Lore
President
Connect Michigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear Mivfcol-e:
We are pleased to inform you that at its meeting on November 14, 2001, the McGregor
Fund Board of Trustees approved the following resolution:
RESOLVED, that a grant of $150,000 be appropriated for Connect Michigan
Alliance to strengthen volunteerism programs and opportunities in metropolitan
Detroit. The grant will be paid in equal amounts over three years.
Please read the enclosed grant contract carefully. This contract covers the terms and
conditions of this grant. Please indicate your organization's acceptance by having this
contract countersigned by the appropriate officer of your organization and promptly
returned to the Fund, along with the form representing continued status as a publicly
supported tax exempt organization.
Subject to timely receipt of the aforementioned items, approval of all necessary
documentation and availability of funds, we have scheduled the payments of your grant
by December 15, 2001, December 3 1 , 2002 and December 31, 2003, respectively.
We are pleased to provide this support and look forward to receiving reports of your
progress.
Sincerely,

CTlJavid Campbell
President

Attachments
/Inm

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                    <text>C onnectMi^higan
NOV1 9 2m
Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings
William C. Richardson

November 19, 2001

Campaign Cabinet
Edward O. Blews
Carolyn Bloodworth
Nonie Brennan

Ms. Margaret A. (Ranny) Riecker
2216MapleleafDrive
Midland, MI 48640

Stanley P. Caine
Richard Cole
Robert Collier
Neeta Delaney
David 0. Egner
Eric R. Gilbertson
Karla Hall

Dear Ranny:

As you suggested, I met with Terry Pruitt and we developed the strategy for
approaching Dow Chemical and Dow Corning. Terry is also committed to
becoming involved with the Strosacker request. He agreed with the level of
request for Strosacker that you and I discussed. He set the levels for Dow
Chemical and Dow Corning at $250,000 and $150,000 respectively. Based on my
conversations with you and Terry, I have set the following levels for the Midland
strategy:

Dorothy A. Johnson
John Lore
Arend D. Lubbers
Russell G. Mawby
Barbara Mieras
Andrea F. Newman
Juan Olivarez
Joel Orosz
Terry Pruitt
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarne
Kathryn Rossow
Peter Secchia
Diana Sieger
Glenn D. Steil
Judy Tymowicz

Dow Chemical $250,000
Dow Corning $150,000
Gerstacker Foundation $100,000
Strosacker Foundation $50,000
Midland Community Foundation $25,000
Terry also felt the appropriate timeline for the Dow Chemical and Dow Corning
proposals is in early January of 2002. Consequently, I will have Tim prepare these
proposals for the first and second weeks of January. If you have any thoughts on
the strategy for Dow Chemical or Dow Corning, please contact me or Terry.

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

�November 19, 2001
Page Two
Ms. Margaret A. (Ranny) Riecker

Again Ranny, thank you for all that you have done and continue to do for
ConnectMichigan Alliance.

Si

S. Lore
President and CEO

CC. Terry Pruitt

�</text>
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12/4/2001

Gifts^and'PTedges of $25,000 or more
Charles Stewart Mott Foundation
W.K. Kellogg Foundation
H&amp;G Dow
DTE
Comerica
McGregor Foundation
Hudson-Webber Foundation
Peter D. and Julie F. Cummings
Fremont Community Foundation
Frey Foundation
Whitney Foundation
Grand Rapids Community Foundation
Battle Creek Community Foundation
Capital Region eommunityTourtdation
_^^C

..

_*•

i

»iC*~&lt;*v^ vjj-vivctj ft3&lt;&gt;'A&gt;u£VriOk*-&gt;'

$1,000,000.00
$1,000,000.00
$1,000,000.00
$350,000.00
$150,000.00
$150,000.00
$100,000.00
$100,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$30,000.00
$25,000.00

^~

QtherMscfillanp-nns Gifts

TOTAL:

Amount

^^
— ^^
^\ t °
* **

$i,ooo,ooo.ooj '
$1,000,000.00*
$150,000.001'
$100,000.001^
$100,000.00* ^
$75,000.00* '

Major Gift Cultivations

Prospects-$50,000+

Dow Chemical
Dow Corning
General Motors
Skillman Foundation

5th/3rd Bank
Ameritech
Amway Corp.
AT&amp;T
Bank One
Chemical Bank
Citizen's Bank
E. Bush Charity Fndtn
Gerstacker Foundation
GTE
Herrick Foundation
Kellogg Co.
Lear Corp.
Meijer Corp
.,
,
. -^,
._
National City Bank
Northwest Airlines
SEMCO
SPX
Standard Federal
Steelcase Foundation
Strosacker Foundation
Stryker Corp
Upton Foundation
Visteon
Whirlpool Foundation

x~~\

*

/ ••

wl^^

\^

/

a

**

/ ^-^

/

/

/ i&amp;fr- A^-*

\^s

t} M
'&amp;! T^ /o^T^x^o Oy/ ( /
/

Total:

$1, 000,000.00* '

Daimler Chrysler
Ford Motor Company Fund
Kresge Foundation
Community Foundation for Southeastern Michigan
Wege Foundation
Kalamazoo Comm. Foundation
Sebastian Foundation

- -"^$277,185.00

$4,382,185.00

Amount

Requests of $25,000 or more

*

, x- /r

wi\(/

&lt;7

!\nit

ft,

_M/- /^-

(\\Arr~~~ A/7*\

h

^(L

(£&gt;(\f\N£&gt;/

f^ZTfl /?

\jf\&amp; (&amp;Ov ^ ^-^J^

Mfc (JW*® •

$3,425,000.00

$7,807,185.00

VV\PG]

ffuW

.
^

A/fCfwflA.
' / / /*
^

DID
CfgO
Tor Internal Use only
S:\CMA\CAMPAIGN\CampaignAdmi\istra1

Total gifts, pledges and requests if granted: $ 7,807,185.00

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                    <text>MICIDGAN COMMUNITY SERVICE COMMISSION
1048 Pierpont, Ste. 4
Lansing, Michigan 48911
(517) 335-4295 Main Line (517) 241-3869 FAX
FAX COVER SHEET

To:

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FROM:

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Fax#:

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Date:

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MESSAGE:

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�From the desk of.....

Kyle Caldwell
To:~
Date: /v/b ft/
~-Keep or Discard
Review &amp; Return

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Other

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J()JJJ/t,

�FREY •FOUNDATION
~overnber30,2001

Dr. John Lore
President
ConnectMichigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear Dr. Lore:
The Frey Foundation is pleased to announce a $50,000 grant to ConnectMichigan Alliance in support
of seeking to match a $10,000,000 State appropriation for endowment support of volunteerisrn both
locally and across the state. Enclosed please find a check in the full amount.
Endorsement of the enclosed check confinns ConnectMichigan Alliance's acceptance of the
following grant terms and conditions:

1. Grant Period
The period of this grant is ~overnber 1, 2001- October 31,2002.

2. Publicity
The Foundation strongly supports the wotk of its grantees and wishes to encourage the public's
knowledge of the grantee's programs. H the grantee can make use of the Foundation's support
to further their efforts aimed at public education, the grantee is encouraged to do so.

3. . Reporting Requirements
No later than November 30, 2002, ConnectMichigan Alliance will provide the Foundation with:
a) Brief narrative and financial reports comparing proposed to actual progress on the project.
b) A copy of any print, audio or videotaped materials produced as a result of the Frey
Foundations funding for this project.

40 PEARL STREET, NW • SUITE 1100 • GRAND RAPIDS, MICHIGAN 49503-3028
616/451-Q303 • FAX 616/451-8481 • http://www.freyfdn.org

�4. General Requirements
a)

Frey grant funds will be used only for charitable and educational activities consistent with
ConnectMichigan Alliance's tax-exempt status and in accordance with Internal Revenue
Code §170(c)(1-2).
b) This grant is not earmarked to support or canyon lobbying or voter-registration, nor for
transmittal to an entity or person designated by the Frey Foundation.
c) Funds provided by the Frey Foundation will be used exclusively for purposes and costs
described in your letter and enclosures received September 6, 2001. Significant changes in
the proposed work plan or budget for this project will be reviewed and approved in advance
by the Frey Foundation.
d) Should other necessary funding not become available for this project as planned, or if other
developments prevent ConnectMichigan Alliance from accomplishing proposed objectives,
ConnectMichigan Alliance will return the Frey Foundation's grant.
e) ConnectMichigan Alliance accepts and will discharge full control of the grant and its
disposition . and responsibility for complying with the terms and conditions of this
agreement.
It is a pleasure for the Frey Foundation to support ConnectMichigan Alliance in this effort. Best
wishes for success.
Sincerely,

1U?-fJLMilton W. Rohwer
President
Enclosure

�Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings

December 4, 2001

William C. Richa rdson

Mr. Milton W. Rohwer
The Frey Foundation
40 Pearl Street NW
Grand Rapids, MI 49503

Campaign Cabinet
Edward 0 . Blews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richard Cole

Dear Mr. Rohwer:

Robert Collier
Neeta Delaney

Thank you for your generous gift in the amount of $50,000 on behalf of the Frey
Foundation for the ConnectMichigan Alliance Campaign. We are grateful for your
leadership in this effort.
The Capital Region Community Foundation (CRCF) is processing your gift. CRCF will
provide you with documentation of your gift for your tax recor~. You should receive a
response from CRCF within the next thirty days.
Your gift is eligible for a 100 percent match from a $10 million challenge grant issued by
the State of Michigan. This means it triggers the immediate deposit of a matching gift
equal to the entire amount of your gift into the ConnectMichigan Alliance permanent
endowment fund held at CRCF.
Your support for the ConnectMichigan Alliance Campaign ensures the strength and
stability of Michigan's volunteers. Through a $20 million endowment, the combined
forces of the Michigan Campus Compact (MCC), Michigan Community Service
Commission (MCSC), Michigan Nonprofit Association (MNA) and the Volunteer Centers
of Michigan (VCM) permanently sustains and expands the "volunteer infrastructure" for
· which Michigan is known and heralded.

David 0. Egnet·
Eric R. Gilbertson
Karla Hall
Dorothy A. Johnson
John Lore
Arend D. Lubbers
Russell G. Mawby
Barbara Mieras
Andrea F. Newman
Juan Olivarez
Joel Orosz
Terry Pruitt
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarne
Kathryn Rossow
Peter Secchia
Diana Sieger
Glenn D. Steil
Judy Tymowicz

Once the campaign is completed, the ConnectMichigan Alliance will begin to achieve
fully its goal of providing avenues for every Michigan citizen to serve their community
through volunteer service and civic action. This goal is met by:
•
•
•
•

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

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

�We are proud and pleased to be a partner with you in creating and sustaining a legacy
of service and volunteerism that will positively impact the lives of Michigan
residents for generations to come. Thank you for your support.

tJ(}L___c·.
Michelle Engler
First Lady of Michigan

cc:

William C. Richardson
President &amp; CEO
W. K. Kellogg Foundation

Ed Blews, CMA Board Chair

Fish:-C~i~

J ie
a-Founder
Lovelight Foundation

�**Transmit Conf_Report
P.1

**
Dec 6 2001

Telephone Number
56789

Mode
NORMAL

Start

Time Pages Result

6' 15:22

2'41"

7

15"25

Note

*0 K

MICIDGAN COMMUNITY SERVICE CO:MMISSION
1048 Pierpont, Ste. 4 ·
Lansing, Michigan 48911
(517) 335-4295 Main Line (517) 241-3869 FAX
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To:

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FROM:

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�**Transmit

Conf.Report

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**
Dec 6 2001 15'20

Telephone Number

Mode
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10863

Start

Time Pages Result

6.15:17

2'42"

7

Note

*0 K

MICIDGAN CoMMUNITY SERVICE COMMISSION
1048 Pierpont, Ste. 4 ·
Lansing, Michigan 48911
(517) 335-4295 Main Line (517) 241-3869 FAX
FAX COVER SHEET

To:

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Dec 11 '01

---&gt; Anne M
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Time

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Pages

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Result

0 K

**
11:22

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                    <text>ConnectMichigan

?/((ian.~e

December 6, 2001

DEC 0 6 2001
Chair

Edward

Mr. Sam Singh
President and CEO
Michigan Nonprofit Association
1048 Pierpont, Suite 3
Lansing, MI 48911

Vice-Cha ir
Michelle Engler
Sec reta r y-Treasurer
Terry Prullt

Mr. Kyle Caldwell
Executive Director
Michigan Community Service Commission
1048 Pierpont, Suite 4
Lansing, MI 48911

Dear Sam and Kyle:
Let me begin by saying that I think that today's ConnectMichigan Alliance Board
Meeting went very well and was very productive. I really appreciate all the
support that the Michigan Nonprofit Association and the Michigan Community
Service Commission have given to our endeavor, in addition to all the time and
effort that you as individuals have given.
After introducing Kathy Cooney, Mary Estrada, and Kate Sperti at the meeting, it
came to mind that it may be beneficial if all three of our Executive Assistants
were to attend all MNA, MCSC, and CMA Board/Commission meetings. I think
that this would make the lines of communication among us, and our "right
hands", much easier to keep open.
Please let me know what you think of this idea.
campaign would be without you two!

c.

BIC\\~

Boa rd of Trustees
Carolyn Blood\\orth
Nonie Brennan
Kyle Caldwell
Y1rgii Carr
Julie Fisher Cummlllgs
Thomas Dolan
Rcgma Fortushma"
Eric R. Gilbertson
Dorothy Johnson
Barbara M1eras
Theresa el..,on
Juan Oli\'are;
Anne Rose\\ arne
Kathy RossO\\
Sam Smgh
Al li son Trcppa
President a nd CEO
John Lore

I can't imagine where this
St~.

Kathy Cooney
Mary Estrada
Kate Sperti

ConnectM1chigan Alliance P.O. Box 22004 Lansing, Michigan 48909-2004 phone 888-242-7075 fax 517-2~ l-3XnY
A panner!-.hlp of. Mich1gan Campus Compact. Michigan Community Serv1ce Commission, Michigan Nonprofit Assoc1a11on. Volunteer Centers of MH:hlg&lt;m

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                    <text>EMORANDUM

FROM:

Peter F. Secchia
2801 East Beltline, NE
Grand Rapids, Ml 49525
616-365-1200 phone; 616-365-0060 fax

TO:

John Lore - President &amp; CEO of Connect Michigan

COPY:

Michelle Engler, Diana Sieger

DATE:

December 6, 2001

SUBJECT:

"Efficiency"

I enjoyed meeting you Tuesday and must say that you seem to have a "grasp" of the issues
facing "Connect Michigan." Thank you for the efforts that you are putting forth. This
project will be a success.
After I left the meeting, I did those tasks that we agreed that I would do, and now I look
forward to receiving my copies of the letters "from Michelle."
I am copying her on this memo because I want her to hear what I said to you in the
meeting. I.e.: "Michelle is a sweetheart and will probably try to soften any "hit" letter that
you want to write. However, try to make it emphatic that if this is important to her and
John, her emphasis will make a difference. Everybody loves Michelle."
That being said, some of the notes that I sent out to the "potentials" will be copied to you in
a "BCC" form. The personal notes telling them to hit the hip, and/or to match another's
gift, is best between them and me.
I look toward the opportunity to go forward under your leadership. Merry Christmas and
Happy New Year to your family.

1

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ConnectMichigan Alliance Gift Snapshot

\)!~

...

Gifts..aod...rifedges of $25,000 or more

Amount

Charles Stewart Mott Foundation
W .K. Kellogg Foundation
H&amp;G Dow
DTE
Comerica
McGregor Foundation
Hudson-Webber Foundation
Peter D. and Julie F. Cummings
Fremont Community Foundation
Frey Foundation
Whitney Foundation
Grand Rapids Community Foundation
Battle Creek Com..m.unity Foundation
- [eap·ital· Region 8ommunity""Follrnl-ati.Qn

$1 ,000,000.00
$1 ,000,000.00
$1 ,000 ,000.00
$350,000.00
$150,000.00
$150,000.00
$100 ,000.00
$100 ,000.00
$50 ,000.00
$50,000.00
$50 ,000.00
$50 ,000.00
$30,000.00
$25,000.00

~ ~~~-'1 -~~o,....)

- [ethe~ MisceJI~nAnll!': ~ift!':

""

2&lt;".• o...J. &amp;1.,.

$4,382,185.00

Amount

Requests of $25,000 or more
Daimler Chrysler
Ford Motor Company Fund
Kresge Foundation
Community Foundation for Southeastern Michigan
Wege Foundation
Kalamazoo Comm. Foundation
Sebastian Foundation

$1 ,000,000.00•
$1 ,000,000.00•
$1 ,000,000.00•
$150,000.00
$100,000.00
$100,000.00
$75,000.00•

)
( ./~\

I ..
L
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\....

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Dow Chemical
Dow Corning
General Motors
Skillman Foundation

5th/3rd Bank
Ameritech
Amway Corp.
AT&amp;T
Bank One
Chemical Bank
Citizen's Bank
E. Bush Charity Fndtn
Gerstacker Foundation
GTE
Herrick Foundation
Kellogg Co.
Lear Corp.
Meijer Corp
National City Bank
Northwest Airlines
SEMCO
SPX
Standard Federal
Steelcase Foundation
Strosacker Foundation
Stryker Corp
Upton Foundation
Visteon
Whirlpool Foundation

(V/)IV

\. /

I J 11/J $3,425,000.00
•
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Prospects-$50,000+

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Total:

Major Gift Cultivations

II

__.. $277,185.00

TOTAL:

.

12/4/2001

$7,807,185 .00

I

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Total gifts, pledges and requests if granted:$ 7,807,185.00

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                    <text>ConnectMi
December 7, 2001

Campaign Tri-Chairs
Michelle Engler
Julie Fisher Ciimmings
\n (1. Richardson

Ms. Diana Sieger
President
Grand Rapids Community Foundation
208-C Waters Building
161 Ottawa Avenue, NW
Grand Rapids, MI 49503

Dear Diana:
Thank you so much for hosting the meeting with Peter Secchia. We accomplished
our goal and I feel we are now on a productive path with our Grand Rapids calls.
Peter has been more than diligent on his follow up calls and his commitment. We
could not have asked for more. We are all set at this end, Michelle and Kyle are
more than willing to step out. As a result we will start seeing some action in
Grand Rapids.
Diana, is there anything we should be doing for Wege and Sebastian? If you want
us to do something at this end please call or email me. Meanwhile, thank you
again. It was clear that you not only hosted the meeting, you gave me the
necessary credibility to pass the Secchia test. Diana, you are a gem!!!
Sincerely yours,

Campaign Cabinet
Kdward (). Blews
Carolyn Bloodworth
Nonie Brennan
Stanley P. CairnRichard Cole
Robert Collier
Neeta Delaney
David 0. Egner
Erie R. Gilbertson
karla Hall
Dorothy A. Johnson
John Lore
Arend D. Lubbers
Russell G. Mawby
Barbara Mieras
Andrea F. Newman
Juan Olivarez
Joel Orosz
Terry Pruitt
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarne
Kathryn Rossow
Peter Secchia
Diana Sieger
Glenn D. Steil
Judv Tvniowicz

John S. Lore

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

�C onnectMy^higan
December?, 2001

Campaign Tri-Chairs
M i c h e l l e Kngler
J u l i e Fisher C u m m i u g s
W i l l i a m C. K i c l i a n l - o n

The Honorable Peter F. Secchia
Universal Forest Products, Inc.
2801 Beltline, NE
Grand Rapids, MI 49525

Campaign Cahinet
K d u a r d O. Blews
Carolyn Bloodworth
INonie Brennan

Dear Peter:

Stanley P. Caine
K i e h a r d Cole

Thank you several times! We will indeed list your gift on the CMA Gift Snapshot.
Great timing since Michelle will be giving a Snapshot report to the Michigan
Community Service Commission on Friday December 14. Having your name on
the Snapshot report will mean a great deal to her because of your close friendship.
Thank you, also, for making the contacts we discussed. We are still planning to
send letters and proposals from Michelle in January, unless you would like us to
handle that differently.

Robert Collier
INeeta Delaney
David 0. Egner
Eric R. Gilbertson
Karla Hall
Dorothy A. Johnson
J o h n Lore

Arend I). Lubbers
Russell C. Mawby

As mentioned in my previous correspondence, we will copy you and Diana as
discussed in our meeting. You should be receiving a revised Grand Rapids report
from Tim Swope to send to Rich with a note of encouragement to reconsider the
initial decline.

Barbara Mieras
Andrea F. .Newman

Juan Olivarez
Joel ( h I P - /

Terry Pruitt
J u d i l h A n n Rapanos

Peter, thank you for all of the follow up, but especially the note to Dick and
Betsy. You will be receiving copies of all the material we send out in January.
Meanwhile, I will keep you informed if we hear anything from the Grand Rapids
proposals that are pending.

Patricia Reynolds

Anne Rose.warne
K a t h r y n Rossow
Peter Secchia
Diana Sieger
Glenn D. Steil

Sincerely yours,

Judv Tvmowiez

John S. Lore

CC

Michelle Engler
Diana Sieger

Connect Michigan Alliance P.O. Box 22004 Lansing, Michigan 48909-2004 • phone 888-242-7075 fax 517-241-3869
B u i l d i n g . Strengthening and l n \ e s t m g in Michigan Communities
A partnership of: Michigan Campus Compact, Michigan Community Service Commission, Michigan Nonprofit Association, Volunteer Centers of Michigan

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                    <text>Kalamazoo
community foundation
151 S.Rose St.

December 13, 2001

Suite 332
Kalamazoo, MI
49007-4775
Ph 616.381.4416
Fax 616.381.3146
info@kalfound.org

Mr. John S. Lore
Executive Director
ConnectMichigan Alliance
1048 Pierpont, Ste. 3
Lansing MI 4891
Dear John:

Board of Trustees
David L. Hatfield
Chair
Jeffery L. DeNooyer
Vice Chair
}. Louis Felton
Judith L. Maze

At the recent meeting of the Kalamazoo Community Foundation Board of Trustees,
your request for a $100,000.00 contribution to the ConnectMichigan Alliance statewide
endowment fund was reviewed. As you know, the greater Kalamazoo community has
a long and distinguished history of civic engagement and philanthropy. Our Board of
Trustees has always been supportive of local efforts that promote and facilitate the lifelong ethic of volunteerism. However, after considerable discussion, the Trustees felt
they would be unable to respond affirmatively at this time due to your organization's
emphasis on statewide service delivery, a lack of local representation on the governing
board, and the exact nature of the funding request. Traditionally, the Kalamazoo
Community Foundation has had a policy not to provide support for endowments.
Therefore, the Trustees found it necessary to place a higher priority on other projects
and programs presented at its meeting.

Marilyn J. Schlack
Ronda E. Stryker
Donald J.Vander Kooy
John E. Hopkins
President/CEO

Although the Foundation cannot be of assistance, we do hope that you will be able to
secure necessary funding from other sources.
Sincerely,

David D. Gardiner
Vice President, Programs
cc: Jack Hopkins

For good. For ever.5

�Page 1 of 1

Tim Swope
From:

John Lore [lorejohn@msu.edu]

Sent:

Wednesday, December 19, 2001 4:34 PM

To:

Bill Richardson; Dottie Johnson

Cc:

Tim Swope; Amy Smitter; Judy Tymowicz; Kate Sperti; Kimberly Lane; Kyle Caldwell; Sam Singh

Subject: Funding update!
Bill and Dottie: The Ford Motor Company Fund gift will help us on the Chrysler and General Motors gifts. We
are currently communicating with Frank Fountain to leverage the Chrysler request, which is currently on the
table. The Ford gift should set the pattern and amount for Chrysler and General Motors. When we receive the
Chrysler gift we will have Michelle approach Rod Gilliam at General Motors directly. This should also help on
the Kresge request. Kyle is sending the information to you and Dottie by carbon copies of a letter to me, on
the Commission's support of CityYear, which is a pet project of John Marshall's. We have funded that project
for over $1,800,000 dollars over the last three years at a level of $750,000 dollars a year. The $1,000,000 is
small payback from Kresge. That information will be sent from Kyle by hard copy.
I am also sending a copy of the letter of decline (hard copy) from the Kalamazoo Community Foundation. In
my opinion this is a very shortsighted action on their part. The letter of declination to me was not even sent by
Jack. Not much class!!!!!
I will be out of the office frequently for the next two weeks. However, I will monitor my cell phone continuously
during my travels. If you need me I can be reached at 517.974.4801. Please call me if you have any
questions. If you need to fax materials, I will be close to the fax number 989.891.9315.
John S. Lore
President and CEO
ConnectMichigan Alliance
1048PeirpontSuite3
Lansing, Michigan 48911
Phone 517.492.2442 Direct
Fax 517.492.2444
Cell Phone 517.974.4801

12/19/2001

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                    <text>From the desk of.... .

Kyle Caldwell
To:

!I!Mt£-

D•te

/?#f/Pj

FYI-Keep or Discard
Review &amp; Return
Handle

_

Urgent Action
v/File
Other

CtA,4

~ ~

�GRAND
VALLEY
STATE
UNIVERSITY
Arend D. Lubber s
President Emer itus

December 17,2001

Dr. Samuel Kirkpatrick, President
Eastern Michigan University
901 S. State Street
Ypsilanti, MI 48297-2207
Dear Sam:
Attached is a list ofthe Universities that are part of the Michigan College Compact that
have contributed to the Connect Michigan Alliance Campaign. The project is for the
purpose of encouraging philanthropy throughout the state. The Governor, Russ Mawby,
and others involved in nonprofit organizations, are eager to step up the awareness of
nonprofits and the importance to support them. It is my understanding this money will be
used as a permanent fund for that purpose. I hope Eastern will make a gift.
Thanks for your consideration.

Arend D. Lubbers
President Emeritus

adb

Eberhard Center • 301 W. Fulton Street • :::irand Rapids. Ml 49504-6431 • E-mail: lubbersd@gvsu.edu

�GRAND
VALLEY
TATE
UNIVERSITY
Arend D. Lubbers
President Emeritus

December 17,2001

Dr. Irvin D. Reid, President
Wayne State University
6050 Cass Ave.
Detroit, MI 48202-4095
Dear Irv:
Attached is a list of the Universities that are part of the Michigan College Compact that
have contributed to the Connect Michigan Alliance Campaign. The project is for the
purpose of encouraging philanthropy throughout the state. The Governor, Russ Mawby,
and others involved in nonprofit organizations, are eager to step up the awareness of
nonprofits and the importance to support them. It is my understanding this money will be
used as a permanent fund for that purpose. I hope Wayne will make a gift.

try,

Thanks for your consideration.

Arend D. Lubbers
President Emeritus

adb

Eberhard Center • 301 W. Fulton Street • Grand Rapids. Ml 49504-6431 • E-nail: lubbersd@gvsu.edu

�GRAND
VALLEY
TATE
UNIVERSITY
Arend D. Lubbers
President Emeritus

December 17, 2001

Dr. William Sederburg, President
Ferris State University
Ill W. Knollview
Big Rapids, MI 49307-2295
Dear Bill:
Attached is a list of the Universities that are part of the Michigan College Compact that
have contributed to the Connect Michigan Alliance Campaign. The project is for the
purpose of encouraging philanthropy throughout the state. The Governor, Russ Mawby,
and others involved in nonprofit organizations, are eager to step up the awareness of
nonprofits and the importance to support them. It is my understanding this money will be
used as a pefl!lanent fund for that purpose. I hope Ferris will make a gift.
Thanks for your consideration.

uely,

Arend D. Lubbers
President Emeritus

adb

Eberhard Center

o

301 W. Fulton Street • Grand Rapids. Ml 49504-6431 • E-mail : lubbersd@gvsu .edu

�GRAND VALLEY
STATE UNIVERSITY

IJ S p._' lAC

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PRESIDENT EMERITUS
EBERHARD CENTER
301 W. FULTON ST.
GRAND RAPIDS Ml 49504 -6431

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H ME.~ER 7

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Mr. Kyle Caldwell
Suite 4
1048 Pierpont
Lansing, Ml 48911

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                    <text>STATE OF MICHIGAN

JOHN ENGLER, Governor

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

1048 Pierpont, Suite 4
Lansing, Michigan 48911
Telephone: (517) 335-4295
FAX: (517) 373-4977

December 19, 2001

Ms. Patricia A. Reynolds, President
Capital Region Community Foundation
6035 Executive Drive, Ste. 104
Lansing, Michigan 48911
Dear Parti:
This letter serves as notification that the ConnectMichigan Alliance (CMA) has received
$5,413,225 to date in confirmed pledges to the endowment campaign. As the state
agency designated to administer the matching funds to the CMA Endowment Fund, the
MCSC authorizes the distribution of the aforementioned amount from the Michigan
Community Service Commission's (MCSC) nonpermanent fund to the ConnectMichigan
Alliance permanent agency fund.
As you have discussed with the CMA President, John Lore, it is the intent of the MCSC
and the State of Michigan that these dollars be accessible for the 5% distribution at the
end of every CMA fiscal year (June 30) rather than be included in a 12 quarter rolling
average. We appreciate you and your board's flexibility during our fundraising
campaign.
This unique relationship is ensuring that Michigan's Volunteers will have strong support
mechEinisms now and well into the future. We are delighted to share the good news of
the campaign's progress and look forward to providing you with more great news in the
near future.
Sincerely,
Kyle Caldwell, Executive Director
Michigan Community Service Commission

�Ti~sinsm i-t

Con-f . Repon-t

Dec 19 '01 14:18
— &gt; 94851636

No.

0003

Mode

NQRMFL

Time

0'35"

Pages

2 Page(s)

Result

0K

�MicfflGAN COMMUNITY SERVICE COMMISSION
1048 Pierpont, Ste. 4
Lansing, Michigan 48911
(517) 335-4295 Main Line (517) 241-3869 FAX
FAX COVER SHEET
To:

FROM :

l

eo

l«6tj

Date:

NUMBER OF PAGES INCLUDmG THE COVER

MESSAGE:

Fax#

�STATE OF MICHIGAN

JENNIFER M. GRANHOLM, Governor

MICHIGAN COMMUNITY SERVICE COMMISSION
Chairperson
Daniel G. Mulhern

1048 Pierpont, Suite 4
Lansing, Michigan 48913
Telephone: (517)335-4295
FAX: (517) 373-4977
www.michigan.gov/mcsc

Executive Director
Kyle Caldwell

MEMORANDUM

TO:

John Lore, President and CEO, ConnectMichigan Alliance

FROM:

Kyle Caldwell, Executive Director

DATE:

May 20, 2004

RE:

ConnectMichigan Alliance Endowment Campaign

The Michigan Community Service Commission (MCSC) received requests from the
ConnectMichigan Alliance in excess of the $10 million State of Michigan Challenge Grant
requirements. The MCSC has authorized the transfer of all funds from the $10 million Challenge
Grant fund at the Capital Area Community Foundation to the permanent fund of the
ConnectMichigan Alliance. This serves as the completing of the terms of the State of Michigan
$10 million Challenge Grant to the ConnectMichigan Alliance.
cc: Capital Region Community Foundation

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                    <text>From the desk of.....

Kyle Caldwell
To:

Mfc/lyrc •
FYI—Keep or Discard
Review &amp; Return
Handle
Urgent Action

Other

Date:

�Sandra E. Ulsh
President
Ford Motor Company Fund

December 14, 2001

Dr. John Lore
President
ConnectMichigan Alliance Campaign
1048 Pierpont, Suite 3
Lansing, Ml 48911
Dear Dr. Lore:
On behalf of Ford Motor Company Fund, I am pleased to inform you that
ConnectMichigan Alliance Campaign's request for $1 million payable over five years (20022006) was approved at our Board of Trustees Annual Meeting. We are delighted to provide a
positive response to your request, and we look forward to working with you to help make this
program a success.
We will be contacting you to discuss public announcement plans, as well as check
disbursement and other impending issues. In the interim, we will appreciate your avoiding any
public communications about Ford Motor Company Fund's grant until we are able to mutually
agree upon an appropriate communications strategy. Should you have any questions or
concerns, please contact Jim Graham (313) 322-9030, or me at (313) 845-8711.
Congratulations on the fine work you are doing and will do in the future with Ford Motor
Company Fund's support. We look forward to a mutually beneficial partnership.
Best regards,

World Headquarters
One American Road, Dearborn, Michigan 48126-2798 USA

�</text>
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                    <text>STATE OF MICHIGAN

JOHN ENGLER, Governor

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

1048 Pierpont, Suite 4
Lansing, Michigan 48911
Telephone: (517) 335-4295
FAX: (517) 373-4977

December 19,2001

Mr. John S. Lore.
Chief Executive Officer
ConnectMichigan Alliance
1048 Pierpont, Suite3
Lansing, Michigan 48911
Dear John:
Thank you for your interest in our AmeriCorps programming in Southeastern Michigan. We at
the Michigan Community Service Commission (MCSC) are particularly proud of the $1,885,000
investment we have made in the City Year Detroit (CYD) program over the past three years.
The MCSC has taken its commitment to CYD very seriously. In fact, the MCSC was the only
state service commission in the nation to fund a City Year program out of its formula allotment
for AmeriCorps programming from the Corporation for National and Community Service.
Formula funding is a capped amount of federal funding and is a precious resource for state
commissions. However, we felt that it was important to demonstrate our commitment to
Southeastern Michigan and to CYD.
MCSC's investment in CYD to date is second only to the unprecedented commitment of the
Kresge Foundation, which has provided challenge grant funds to build an endowment for CYD.
This will make CYD the only endowed City Year program in the nation.
I hope that this brief description provides you with some sense of our investment in CYD and
commitment to further strengthening the nonprofit sector in Detroit. Please contact me if you
have any further questions.
Sincerely,

Kyle Caldwell
Executive Director

bcc: Dorothy Johnson
William Richardson

�I MARY ESTRADA - Letter for John

From:
To:
Date:
Subject:

Kyle Caldwell
MARY ESTRADA
12/19/01 12:58PM
Letter for John

Mary,
Attached you will find a draft letter that I gave to John at his request. He may have some edits. Please
make them and get back to me for signature and distribution. The final letter should be addressed to John
and CC: to Dottie Johnson and Bill Richardson. Thanks. Kyle
Kyle Caldwell
Executive Director
Michigan Community Service Commission
1048Pierpont, Suite 4
Lansing, Michigan 48913
517-335-4295 fax 517-373-4977
email: caldwellk1@michigan.gov
web: michigan.gov
CC:

i:lorejohn@msu.edu

Pa9e 1

�</text>
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~}~

Capital Region
co.tnrr:mnitv foundation

.

JAN 0 3 2002

.

The Center for Charitable Giving

December 20, 2001
John Lore
ConnectMichigan Alliance
1048 Pierpont
Suite 3
Lansing, MI 48911
Dear John:
Attached are the revised income projections for the ConnectMichigan Alliance
endowment fund. These revisions are the outcome of our meeting on Monday and
several conversations between CRCF and CMA since then, as well as CRCF' s Board of
Trustee approval to make an exception to the current spending policy. I wanted to give
you a brief explanation of how these figures were calc~lated as well as a few other related
pieces of information.
5% of contributions (received, not pledged) at June 30 of each year is calculated
and then adjusted by 5% ofthe quarterly average of the market gains/losses . For
these projections this adjustment has a minimal impact on the final amount
availab1e to CMA, but it is an important component as it preserves the intent of
the Foundation' s spending policy to smooth the market fluctuations.
The Community Foundation administrative fee is calculated on the June 30
market value using the sliding fee scale previously agreed upon and is subtracted
from the above-mentioned 5% calculations. One note on the fee is that with the
pending transfer of funds from the MCSC State Challenge Fund to the permanent
endowment you are now at a fund level to take full advantage of the lowest fee on
the scale. (The transfer of just over $5.4 million will take place prior to December
31 , 2001.)
.
The Community Foundation has a policy of charging the administrative fee once
annually and allowing additions to the fund throughout the year up to $100,000
without an additional fee. A prorated fee on additions above $100,00 may be
assessed at the President's discretion. The Community Foundation is waiving that
fee on additions above $100,000 for the period of July 1, 2001 -June 30,2002.
603 5 Executive Drive • Suite 104 ·Lansing, MI 48911
517-272 -2870 • Fax 517-272-287 1 • www.crcfoundation.org

For good. For ever."'

�ConnectMichigan
December 20, 2001
Page 2

It is the Community Foundation's intent to make this exception to current policy

for the period of time CMA is in the aggressive fundraising mode. By taking this
higher payout in the early years, you do give up some growth opportunity in the
endowment fund, but we understand it is due to the need to balance the current
versus future income needs. When the calculations of actual disbursements from
the endowment are made each year we would like to review them with your office
to assess the best time to return to the Foundation's spending policy for the CMA
fund .
I have reviewed these projections with Sam Singh prior to his leaving on vacation and he
indicated he was comfortable with them. If you have any questions please feel free to
contact me.
Thank you for the opportunity to continue this relationship with ConnectMichigan
Alliance and the Capital Region Community Foundation. Obviously, the CMA
endowment has made a significant impact on CRCF's growth and we appreciate your
placing your trust in us.
Sincerely,

/-At

/ \
!l

.

!lA

.

Ill

"
.1 t i lil
J II /1/.!,.f{,/._ )
"--.. ,/, (,A..l.... {A_/ \.:';/,..X.A.rt.
.~

!J

JuliaLOliver
Vice President of Finance
cc : Sam Singh
yle Caldwell

•

.....:..·..
.

�Capital Region Community Foundation
Revised Income Projections for ConnectMichigan Alliance Fund

Available to
CMA from
Endowment
12/31/01
6/30/02
6/30/03
6/30/04
6/30/05
6/30/06
6/30/07

337,454
628 ,075
766,572
913 ,763
993 ,655
1 ,019 ,833

Available to
CMA from
Total
Money
Available to
Market
CMA
135,435
41 ,944
7,031

135,435
379 ,398
635,107
766,572
913,763
993,655
1,019,833

12/19/01

�</text>
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