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                    <text>Sebastian Foundation
3333 Evergreen Dr. NE, Suite 110
Grand Rapids, Ml 49525-9756
Phone: 616-361-1966
Fax: 616-361-0830

January 3, 2002

John S. Lore
President and CEO
ConnectMichigan Alliance
P.O. Box 22004
Lansing, Ml 48909-2004

Dear Mr. Lore:
The trustees of the Sebastian Foundation have reviewed and declined your
request for $75,000 for the ConnectMichigan Campaign.
We wish you success in your fundraising efforts.

Sincerely,

Linda L. Jones

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                    <text>C onnec tMi/'higan
Campaign Tri-Chairs
MicJielie Engler
Julie Fisher Cu minings
William C. Richardson

January 5, 2002

Campaign Cabinet
Edward 0. Slews
Carolyn Bloodworth
Nonie Brenuan
Stanley P. Caine
Richard Cole
Robert Collier
Neeta Delaney
David 0. Egner
Eric R. Gilbertson

Mr. Kyle Caldwell
Executive Director
Michigan Community Service Commission
1048 Pierpont, Suite 4
Lansing, MI 48911
Dear Mr. Caldwell:
Per your conversation with Sam Singh, this letter is to request the authorization
for withdrawal of the interest earned on the ConnectMichigan Alliance
Endowment housed at the Capital Region Community Foundation for the period
dating July 2, 2001 through December 31, 2001. This sum should not exceed the
amount of $135,435.
Thank you for your consideration in this matter.
Sine

5hn S. Lore
'President and CEO
cc:

Karla Hall
Dorothy A.. Johnson
John Lore
Arend D. Lubbers
Russell G, Mawby
Barbara Mieras
Andrea F. Newman
Juan Olivarez
Joe) Orosz
Terry Pruitt
Judilh Ann Rapanos
Patricia Reynolds
.Ynne Rosewarne
Kathryn Rossow
Peter Secchia
Diana Sieger
Glenn D. Steil
Judy Tymowicz

Sam Singh

JAN 1 1 2002

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

�</text>
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                    <text>STATE OF MICHIGAN

JOHN ENGLER, Governor

MICHIGAN COMMUNITY SERVICE COMMISSION
Chairperson
Russell G. Mawby

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

Executive Director
Kyle Caldwell

MEMORANDUM

TO:

John Lore, President &amp; CEO, ConnectMichigan Alliance

FROM:

Kyle Caldwell, Executive Director/vC

RE:

Interest Proceeds Request

DATE:

Monday, January 07, 2002

The Michigan Community Service Commission authorizes your request for withdrawal of
interest earned on the ConnectMichigan Alliance Endowment housed at the Capital Region
Community Foundation for the period dating from July 1, 2001 to December 31, 2001.
According to the Capital Region Community Foundation, that sum should not exceed $135,435.

�From the desk of.....

Kyle Caldwell
Date :

To:
FYI—Keep or Discard
Review &amp; Return
^
Handle
Urgent Action
File
Other

I-7OJ-

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

Kyle Caldwell
To: /nuUn C.

Date

FYI—Keep or Discard
Review &amp; Return
Handle
Urgent Action
File
Other

CtAfr

-*

�January 7, 2002

Meeting Regarding the ConnectMichigan Alliance Campaign
with John S. Lore and Julie Fisher Cummings
Wednesday, January 9, 2002
Office of Regulatory Reform Conference Room
George W. Romney Building
111S. Capitol Avenue, Fourth Floor
Lansing, Michigan 48913
4:00 p.m. to 5:00 p.m.
FROM: Kyle Caldwell, Executive Director, Michigan Community Service Commission
I.

PURPOSE
Mr. Lore would like to discuss seven topics regarding the ConnectMichigan Alliance (CMA)
Campaign:
•
•
•
•
•
•
•

II.

Provide a brief overall update on the CMA and the CMA Campaign
Review of Southeastern Michigan Strategy including the corporations and foundations
Touch base regarding the follow up to Governor and Mrs. Engler's visit to Mr. M. Fisher
Sketch out the next tier of corporate and individual prospects
Discuss any follow up to recent large gifts
Briefly discuss forthcoming meeting with Sen. Schutte (tentatively set for 2/6/02) and its
relationship to the Midland, Saginaw, Bay City strategy.
Answer any questions Mrs. Engler or Mrs. Cummings might have.

BACKGROUND
This will be the first individual meeting Mr. Lore will have had with these leaders of the CMA
Campaign since his taking on the post as CEO of CMA. Mr. Lore has been working to make
contact with the tri-chairs of the CMA Campaign. Last month he had a very productive meeting
with Wm. Richardson of the W.K. Kellogg Foundation. In various meetings with other CMA
Campaign volunteers, he has both provided and update and gathered valuable information to
incorporate in the overall prospects plan.
Attached are:
• The latest "snap shot" of the CMA Campaign
• Resume of Mr. Lore
• Contributions List for MCSC members

III.

PARTICIPANTS
John S. Lore, President &amp; CEO, CMA (Office 517-492-2442; Cell 517-974-4801)
Julie F. Cummings, Co-founder, Lovelight Foundation
Kyle Caldwell, Executive Director, MCSC (Office 335-1013; Cell 517-404-9775)

Because of the nature of the meeting, no press plan, remarks or event scenario are provided.

�ConnectMichigan Alliance Campaign
Pledged/Giving
Commissioners
John Barfield
X
Michelle Engler
X
Christine Kwak
X
Russ Mawby
X
Donald L. Newport
X
Pat Ryan O'Day
X
Meg Smith
X
Raymond West
X
Robert Collier
X
Julie F. Cummings
X
Thomas Watkins
X
Karen Aldridge Eason
Victor Begg
X
Arend Lubbers
X
Ethan Weinstock
X
Kari Pardoe
X
Vivian Rogers Pickard
X
Geneva Jones Williams
Matthew Wesaw
X
Nonie Brennan
X
Al Swain (not yet
approached)
&lt;l&lt;
T^jSfKSUtlSS&amp;SSSIHSHStfSSSt
Totals
18 of 21
Commissioners

Revised

01/07/2002

MCSC Giving
Haven't yet given/pledged

X

X

X

^^^^jjj^jjj^^Sis^^
3 of 21

�Memorandum

To:

ConnectMichigan Campaign Tri-Chairs
Michelle Engler
Julie Fisher-Cummings
Bill Richardson

CC:

Campaign Cabinet
Tim Swope, Michigan Nonprofit Association

From:

John Lore, President &amp; CEO, C~~~~~~--Kate Sperti , Executive Assistant,

Cam paign Tt·i-Chait·s
Michelle Englet·
Julie Fisher Cummings
Willi am C. Richardson
Campaign Cabinet
Edward 0. Blews
Carolyn Bloodworth

Date :

Nonie Brenna n

January 14, 2002

Stanley P. Caine

Re:

CMA Campaign Update Snapshot

Rich ard Co le
Robert Collier

We hope that everyone had a great new year. We would like to let you know about some of
the exciting things that we have planned for Tier II of the Corporate and Foundation Divisions.
Should you have any questions, do not hesitate to contact us at 517/492-2440 .

Neeta Delaney
David 0. Egn er
Eric R . Gilbet·tson
Ka rla Hall

Overall Snapshot

Dorothy A. Johns on
J ohn Lore

We have started to plan our Tier II Corporate and Foundation Strategy, using some of the gifts
that we have already received as a spring board toward our goal of $20 million .

Arend D . Lubbers
Russell G. Mawby
Barbat·a Mieras

Community Foundations:

Andrea F. Newma n

We have received word that the Saginaw Community Foundation will be unable to honor our
request.
During a recent meeting of Campaign Staff, we organized our Community Foundation strategy
for the second tier of the campaign . We will be sending a short update to the community
foundations from which we have not received responses to our spring proposals. Additionally,
we have updated some of the requests that we made earlier to the Community Foundations.
This will help us to complete this aspect of the campaign .

J u an Olivarez
Joel Ot·osz
TetTy Pruitt
Judith Ann Rap anos
Patricia Reynold s
Anne Rosewa rne
Ka thryn Rossow
P eter Secch ia
Diana Sieget·
Glenn D . Steil

Additional Activity

Judy Tymowicz

Most recently, we have rece ived information that the Sebastian Foundation , in Grand Rapids
has denied our request.
We have closed the official "ask phase" of the Volunteer Centers of Michigan and Michigan
Campus Compact Divisions . There will be a letter sent shortly to formally announce this to
VCM Directors and MCC Presidents. Gifts will always be accepted from "family members",
however, as we move into our Corporate Strategy, there will be less attention placed on th is
phase.
Attached you will find a copy of the VCM and MCC reports as they currently stand . Should
any major change occur within this division , we will inform you .
The Campaign Leadership staff recently met to determine the best approach for our Tier II
Corporate Strategy. We will be releasing a list within the next week for your review in order to
determine your relationships with the corporations that we felt best matched our campaign .
We will invite you to add anyone you think would be a potential corporate contributor.

Connect Michigan Alliance P.O . Box 22004 Lansing, Michigan 48909-2004 • phone 888-242-7075 fax 517-241-3869
Building, Strengthening a nrl In ves ting in Michigan Communities
A partnersh ip of: Michigan Campus Compact , Michigan Community Service Commission, Michigan Non profit Association , Volunteer Centers of Michi~;an

�Gifts and Pledges of $10,000 or more
Charles Stewart Mott Foundation
W.K. Kellogg Foundation
Herbert H. and Grace A. Dow Foundation
Ford Motor Company Fund
DTE Energy Foundation
Comerica
McGregor Fund
Community Foundation for Southeastern Michigan
Hudson-Webber Foundation
Peter D. and Julie F. Cummings
Fremont Community Foundation
Frey Foundation
Whitney Fund
Grand Rapids Community Foundation
Battle Creek Community Foundation
Russell G. Mawby
Capital Region Community Foundation
Secchia Family Foundation
Muskegon Community Foundation
Blue Cross Blue Shield of Michigan Foundation
Jackson Community Foundation
Assoc. of Independent Colleges and Universities of Michigan
Central Michigan University
Davenport University
Grand Valley State University
Michigan State University
Saginaw Valley State University
University of Michigan
Western Michigan University
Other Gifts

ConnectMichigan Alliance Gift Snapshot
1/14/2002
Amount
$1,000,000.00
$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
$100,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$30,000.00
$30,000.00
$25,000.00
$25,000.00
$15,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00

Requests of $25,000 or more
Daimler Chrysler
Kresge Foundation
General Motors
Skillman Foundation
Dow Chemical (Proposal to be submitted 01/2002)
Dow Corning (Proposal to be submitted 01/2002)
Fifth Third Bank (Proposal to be submitted 01/2002)
Bank One (Proposal to be submitted 01/2002)
Wege Foundation (Proposal submitted 10/2001)
Gerstacker Foundation (Proposal to be submitted 01/2002)
Peter Cook Foundation (Proposal to be submitted 01/2002)
Meijer Corp (Proposal to be submitted 01/2002)
Dick and Betsy DeVos Foundation (Proposal to be submitted 01/2002)
Herman Miller Furniture (Proposal to be submitted 01/2002)
Les Tassell (Proposal to be submited 01/2002)
Haworth Furniture (Proposal to be submitted 01/2002)
Strosacker Foundation (Proposal to be submitted 01/2002)
Gordon Food Service (Proposal to be submitted 01/2002)
Rockford Construction Company (Proposal to be submitted 01/2002)
Second Story Construction (Proposal to be submitted 01/2002)
Midland Area Community Foundation (Proposal to be submitted 01/2002)

Amount
$1,000,000.00
$1,000,000.00
$1,000,000.00
$500,000.00
$250,000.00
$150,000.00
$150,000.00
$150,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$50,000.00
$50,000.00
$50,000.00
$25,000.00
$25,000.00
$25,000.00

$126,660.00
$5,501,660.00

$5,125,000.00

TOTAL:

For Internal Use only

$10,626,660.00

Total gifts, pledges and requests if granted: $ 10,626,660.00

�Community Foundations (Council of Michigan Foundations)

Foundation
Albion Community Foundation
Allegan County Community
Foundation
Ann Arbor Area Community
Foundation
Barry Community Foundation
Battle Creek Community Foundation

Amount
Requested
$500
$2,500

Pledge/Gift

Updated January 14,2002

Comments

Common grant

$10,000

Common grant

$2,000
$30,000

$2,000
$30,000

Bay Area Community Foundation

$8,000

None

Berrien Community Foundation
Branch County Community
Foundation
Cadillac Area Community
Foundation
Capital Region Community
Foundation
Charlevoix County Community
Foundation
Community Foundation for Greater
Flint
Community Foundation for
Muskegon County
Community Foundation for
Northeast Michigan
Community Foundation for
Southeastern Michigan
Community Foundation of Greater
Rochester
Community Foundation of the
Holland/Zeeland Area
Community Foundation of Monroe
County
Community Foundation of St. Clair
County
Four County Community Foundation
Fremont Area Community
Foundation
Grand Haven Area Community
Foundation
Grand Rapids Community
Foundation
Grand Traverse Regional
Community Foundation
Gratiot County Community
Foundation
Greater Frankenmuth Area
Community Foundation
Greenville Area Community
Foundation

$5,000
$1,000

Common grant
Recommendations by
July 24, 2001
No, does not impact
area

$2,000
$25,000

$25,000

$3,500

$1,500

$25,000
$45,000

$15,000

Check received
12/7/01
Common grant

$100,000

Paperwork received
12/7/01

$9,000
$100,000
$800
$5,000
$1,000
$5,000
$3,500
$100,000

$3,500
$50,000

$10,000

$5,000

$100,000

$50,000

Decision made;
paperwork in process

$5,000
$1,000

$1,000
Sam to contact

$4,000

None

Does not affect area.

S:\CMA\CAMPAIGN\CampaignAdmLnistration\DonorTracking\CF Tracking Chart(donors) l-14-02.doc

�Community Foundations (Council of Michigan Foundations)

Hillsdale County Community
Foundation
Jackson County Community
Foundation
Kalamazoo Community Foundation

Updated January 14,2002

$2,500
$25,000

$10,000

$100,000

None

Leelanau Township Foundation, Inc.

None

Lenawee Community Foundation

$3,000

$3,000

Mackinac Island Community
Foundation
Manistee County Community
Foundation
Marshal] Community Foundation
Michigan Gateway Community
Foundation
Midland Area Community
Foundation
Mt. Pleasant Area Community
Foundation
Petoskey-Harbor Springs Area
Community Foundation
Saginaw Community Foundation

$500

$500

$500

$500

Sturgis Area Community Foundation
Upper Peninsula Community
Foundation Alliance

Unable to respond
due to the nature of
the request.
No, only Leelanau
Twp.
$1,000 Check
received 12/20/01

$500 Check received
12/20/01

$2,500
$2,500
Proposal in Process

$25,000
$1,000
$3,000

$1,500

$8,000

None

$5,000
$1,500

$500

Does not meet their
giving requirements
Common grant

S:\CMA\CAMPAIGN\Campaign Administration\Donor Tracking\CF Tracking Chart(donors) l-14-02.doc

�Updated by Kate Sperti

Pagel

January 14, 2002

ConnectMichigan Alliance Campaign
VCM Membership Dues
Volunteer Centers of Michigan - VCM Operating Council Strategy

Center
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
Greater Ottawa County United
Way and Volunteer Center
Heart of West MI 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
Montcalm County Volunteer
Connections
Newaygo County Community
Services Volunteer Center
Resource Center - Flint

Thumb Area Volunteer Center
UW &amp; Volunteer Center of
Clare County
United Way of Lapeer County
UW of Isabella Co. Vol. Or.
United Way of Monroe Co. Volunteer Action Ctr.
Voluntary Action Center of
Midland County

Pledge/Gift
Date Paid
$50.00
6/20/01
$150.00
11/20/01
not able to
give at this
time

Contact
Alfredia Dysart-Drake
Chuck Wiesen, Interim
Chris Kanta

Marsha Cooley
$100.00
7/9/01
not able to
give at this
time
$150.00
01/01/02
$20.00
7/5/01
$150.00

Jerry Mclntyre
NovaJean Casler

Tricia Pulis
Carol Dillenbeck
Lara MacGregor
Kathy White

$25.00

Brad Densmore

$150.00
4/27/01
$150.00
6/27/01

Shelly Schadewald
Paula Trentman
Susan Minckler

$150.00
7/18/01

Denis e Hubbard
Sherri Anderson

$150.00
7/3/01

Dale Weighill

$150.00
7/23/01
$5.00
6/4/01

Lori Offenbecher

$150.00
7/18/01
$100.00
5/2/01
$100.00
7/3/01

Carol Blake
Jan Watz
Nicole Bliss
Kris Theisen
Sharon Neuman

S:\CMA\CAMPAIGN\Campaign AdministratiorADonor Tracking\Family DivisionWCM Operating Council Strategy.doc

�Updated by Kate Sperti

Volunteer Center of Allegan
County
Volunteer Center of Barry Co.
Volunteer Center of Battle
Creek
Volunteer Center of Chippewa
Co.
Volunteer Center of Greater
Kalamazoo
Volunteer Center of MidMichigan
Volunteer Center of Northwest
Michigan
Volunteer Center of Otsego
Co.
Volunteer Center of Southwest
Michigan
Volunteer Muskegon
Volunteer Resource Center of
Bay County

Page 2

$25.00

$150.00
(x3)
PD 7/3/01
$50.00
$100.00
6/18/01
$150.00
8/2/01
$300.00
5/23/01
$150.00
(x3)
PD 8/29/01
$300.00
5/21/01
$150.00
8/9/01
$50.00
7/11/01

January 14, 2002

Georgina Rozeboom-Doster
Camille Riley
Nonie Brennan

Kristina Beamish
Aaron Cantrell
Melissa Sherry
Barbara Lemcool
Susan Smethurst

Kathryn Rossow
Martha Bottomley
Cindy Miller

S:\CMA\CAMPAIGN\Campaign AdmInistration\Donor Tracking\Family DivisionWCM Operaling Council Strategy.doc

�1/14/2002

ConnectMichigan Alliance Campaign
MCC Member Institutions Worksheet
Suggested
Gift
5,000

Institution

President

Adrian College

Stanley Caine

Albion College

Peter Mitchell 5,000

$5,000

Alma College

Saundra J.
Tracy
Niels-Erik
Andreasen
Harry
Knopke
Gaylen Byker

5,000

$3,000

Michael Rao

10,000

$10,000

Randolph
Flechsig
Samuel
Kirkpatrick
William
Sederburg
Juan Olivarez

10,000

$10,000

5,000

$5,000

Mark Murray

10,000

$10,000

Andrews University
Aquinas College
Calvin College
Central Michigan
University
Davenport University
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
Kirtland Community
College
Lansing Community
College
Madonna University

Marygrove College

Gift/
Pledge
$5,000

10,000
5,000
5,000

10,000
10,000

James
5,000
Bultman
Daniel Phelan 10,000

$5000

James Jones

5,000

$5,000

Marilyn
Schlack
Charles Rorie

5,000

$5,000

Paula
Cunningham
Sr. Rose
Marie
Kujawa
Glenda Price

5,000

S:\CMA\CAMPAIGN\Campaign AdministrationVDonor TrackingVFamily DivisionVMCC Inst 12-12-Ol.doc

5,000

5,000

5,000

$1,500

�1/14/2002

Michigan State
University
Mid Michigan
Community College
Northwood University
Olivet College

M. Peter
McPherson
Ronald Verch

5,000

David Fry
Don Tuski

5,000
5,000

Saginaw Valley State
University
Saint Mary's College

Eric
Gilbertson
Thaddeus
Radzilowski

10,000

Schoolcraft College

Richard
McDowell

Siena Heights
University
University of
Michigan (Ann Arbor,
Flint, Dearborn)
Wayne State
University
Western Michigan
University

Richard
Artmann
Lee Bollinger

10,000

$10,000

5,000

New members we are not
pursuing a gift
at this time.
5,000

10,000

Irvin Reid

10,000

Elson Floyd

10,000

S:\CMA\CAMPAIGN\Campaign Administration\DonorTracking\Family DivisionVMCC [nst 12-12-01.doc

$10,000

'.'-••''.-.'*•

Declined
$10,000

$10,000

�John S. Lore
Professional History
Connect Michigan Alliance
•

(2001 - Present)

President and Chief Executive Officer
September 2001 - Present
Connect Michigan Alliance, Lansing, Michigan

Sisters of St. Joseph Health System

•

President and Chief Executive Officer
October 1993-2000
Sisters of St. Joseph Health System, Ann Arbor, Michigan
Executive Vice President, System Development
Ascension Health, St. Louis, Missouri
Senior Vice President, Great Lakes Division
Ascension Health Great Lakes Division, Ann Arbor, Michigan
Senior Vice President
June 1986 - October 1993
St. John Health System/Sisters of St. Joseph Health System, Detroit, Michigan

Michigan Colleges Foundation
•

(7972 -1980)

President
July 1975-January 1980
Nazareth College, Kalamazoo, Michigan
Vice President for Development and Planning
September 1972 - July 1975
Nazareth College, Kalamazoo, Michigan and W.K. Kellogg Foundation Intern and
Doctoral Degree Resident

Western Michigan University
•

(7966 -1972)

Director of Alumni and Development
March 1966 - September 1972
Western Michigan University, Kalamazoo, Michigan

Ford Motor Company
•

(7980 - 7986;

President and Chief Executive Officer
January 1980 - June 1986
Michigan Colleges Foundation, Detroit, Michigan

Nazareth College
•

(7986 - 2000)

(7965 -1966)

Management Trainee
January 1965 - March 1966
Ford Motor Company, Dearborn, Michigan

�Education
•
•
•
•

Doctor of Education, Western Michigan University, Kalamazoo, Michigan, 1975,
Educational Leadership - Program Management Major
Master of Arts, Western Michigan University, Kalamazoo, Michigan, 1967,
Administration/Psychology - Higher Education Major
Bachelor of Science, Western Michigan University, Kalamazoo, Michigan, 1965,
Printing Management Major, Business and Finance Minor
Executive Leadership Institute (ELI) on Philanthropy, Center on Philanthropy,
Indiana University, 1990

Honors
The Italian Cultural Society Italian Heritage Award, 1999
Jewish National Fund Tree of Life Award, 1999
Olivet College State Leadership Award for Leadership in the Non-Profit Sector, 1998
Boy Scouts of America Good Scout Award, 1997
Distinguished Alumnus Award, Western Michigan University, 1990
Distinguished President Award, Michigan Colleges Foundation, 1986
Who's Who in America, 1984 - 85
Doctor of Humane Letters, Nazareth College, Kalamazoo, Michigan, 1983
College Fellow, Spring Arbor College, Spring Arbor, Michigan, 1981
Distinguished Alumnus Award, Handy High School, Bay City, Michigan, 1980
One of Five Outstanding Young Men of Michigan, 1977
Outstanding Young Man of Kalamazoo, 1977

Current Appointments. Directorships, Civic Involvements
Chair, National Alliance of Senior Citizens Foundation, Washington, D.C.
Honorary Chair, Leave a Legacy Southeast Michigan
Trustee, Starr Commonwealth, Albion, Michigan
Trustee, Marian Health System, Tulsa, Oklahoma
Trustee, Michigan Colleges Foundation
Trustee, Citizens Research Council of Michigan
Trustee, Greenleaf Center for Servant-Leadership
Member, Learning to Give Steering Committee
Consultant, Michigan Festivals and Events Association

Past Appointments
Chair, Michigan Higher Education Assistance and Loan Authority
Chair, National Society of Fund Raising Executives (AFP), Washington, D.C.
Chair, International Music Festivals, Inc.
Chair, Consolidated Catholic Health Care of the United States
Director, Michigan Nonprofit Association
Director, Michigan Education Trust
Director, National Association for Community Leadership
Trustee, Michigan Cancer Foundation
Trustee, Marygrove College
Trustee, Leadership Detroit
Trustee, Catholic Health Association of the United States
Member, Michigan Commission on Death and Dying

Personal History
Birthdate: August 21, 1942
Family: Christopher John &amp; Matthew Scott

Married: Judith Lynn Bell on July 25, 1964

�John S. Lore
John Lore began his career in the not for profit sector in 1966, when he was
appointed Director of Alumni and Development at Western Michigan University in
Kalamazoo. In 1972, he became the Vice President for Development and
Planning at Nazareth College in Kalamazoo. He began his doctoral residency
and completed his doctoral dissertation in 1974. During his residency, Lore was
a W.K. Kellogg Foundation Intern. After completing his doctoral degree, he
returned to Nazareth College as President from 1975 through 1980. In 1980, he
was appointed President of the Michigan Colleges Foundation in Detroit.
In June 1986, Lore was appointed Senior Vice President of St. John Health
System, the largest of the four Regional Systems of the Sisters of St. Joseph
Health System. In October 1993, Lore assumed responsibilities as President and
Chief Executive Officer of the parent corporation, the Sisters of St. Joseph Health
System in Ann Arbor, Michigan. In 1999, the Daughters of Charity National
Health System and the Sisters of St. Joseph Health System joined ministries to
create one of the nation's largest health systems with over 85,000 employees in
15 states and the District of Columbia. As one of the creators of Ascension
Health, Lore was appointed Executive Vice President of System Development
and Senior Vice President of the Great Lakes Division. In September 2001, Lore
was appointed as the Founding President and Chief Executive Officer of Connect
Michigan Alliance in Lansing. The Alliance is an uniquely funded public/private
partnership formed to provide a cohesive network of support systems to build and
strengthen communities throughout Michigan, working to solve local issues
through volunteerism.
Lore has served the State of Michigan through appointed positions under three
Governors; William G. Milliken, James J. Blanchard, and John Engler. He has
received national and state honors by being selected as a recipient of: The
Jewish National Fund Tree of Life Award; The Boy Scouts of America Good
Scout Award; The Frank D. Stella Italian Heritage Award; and Distinguished
Alumni Awards from his High School, T.L. Handy, and his University, Western
Michigan.

�Tf~amsmi-t

Con-f. Repon±,

Jan

&gt;

10863

No.

0001

Mode

NORMflL

Time

4!09"

Pages

15 Page(s)

Result

0K

7 '02

12=51

�C onnectMi^higan
MEMORANDUM
To:
CC:

Michelle Engler
Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings
William C. Richardson

Julie Fisher Cummings
Bill Richardson
Kyle Caldwell
Anne Mervenne

From:

John Lore

Date:

January 9, 2002

Re:

CMA Tier II Approaches

Campaign Cabinet

Our CMA Campaign Staff met to complete the Foundation Division requests. As
you know the Foundation Division has been extremely successful and we are in a
position to complete that aspect of the campaign. We did add several foundations
to our target list. Of those we added to the requests which are currently in process,
we would like you to consider authoring the following letters:
McKinley Foundation/Ron Weiser

$50,000

Knight Foundation/Heath Meriwether

$50,000

Gerber Foundation/Barbara Getz

$25,000

Rotary Club Charities/Marcia Smith

$50,000

Frederick S. Upton Foundation/Steve Upton
CC Fred Upton

$15,000

Edward 0. Blews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richard Cole
Rohert Collier
Neeta Delaney
David 0. Egner
Eric R. Gilbertson
Karla Hall
Dorothy A. Johnson
John Lore
Arend D. Lubbers
Russell G. Mawby
Barbara Mieras
Andrea F. Newman
Juan Olivarez
Joel Orosz
Terry Pruitt

Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarue
Kathryn Rossow
Peter Secchia
Diana Sieger
Glenn D. Steil
Judy Tymowicz

There are specific strategic reasons why we feel these proposals should be sent
with your cover letter. If you are willing to be the signer we will develop draft
letters for your approval. We scaled the amounts on previous grant patterns for
these foundations. There was some sentiment to increasing the requested level of
the McKinley request. We would appreciate your guidance on that issue.
We will be making several more foundation requests. However, we will send
those from the CMA Office. We would normally seek your involvement on the
major requests of $500,000 or above, but because of the strategic nature of these
particular requests we feel it would be more effective for you to send the cover
letters. We can answer any questions you might have at the meeting on January
17,2001

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

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                    <text>ROCKFORD

CONSTRUCTION
COMPANY, INC.
General Contractors/Construction Managers

January 21,2002

Mrs. Michelle Engler
Connect Michigan Campaign
PO Box 22004
Lansing, Ml 48909-2004
Dear Michelle:
I have received your request on behalf of the Connect Michigan Campaign. We
at Rockford Construction, and Chris and I personally, are in the process of
completing all the commitments we have made to the various charities in need
here in West Michigan. At this time, we have not completed where we stand
financially. It is no secret that there is no shortage of places to put our funds and
we have made major commitments to Ferris State University, Aquinas College
Scholarship Fund, God's Kitchen, Henry Street Elementary School, Juvenile
Diabetes Foundation, as well as many others and do not want to make any
commitments we can not keep. We should have everything finalized around
April 15, 2002. At that point, we will have an opportunity to revisit this request.
In the meantime, thank you for all the support you and John give to the State of
Michigan. I look forward to chatting with you in the future.
Respectfully,
Rockford Construction Company, Inc.

John X Wheeler
CEO
JJW/bw
Cc:

Governor John Engler
Mr. Peter Secchia, West Michigan Co-Chair
Ms. Diana Sieger, West Michigan Co-Chair

8165 Graphic Drive, NE • Belmont, MI 49306
Phone 616 866-6933 • FAX 616 866-5262

�Bank One, Michigan
MI28854
200 Ottawa Avenue N.W.
Grand Rapids, MI 49503-2468

Id
fax

6167717409
6167717092

BANK=ONE

January 24, 2002
Ms. Michelle Engler
Connect Michigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear Ms. Engler:
We at Bank One recognize that strong communities create vibrant living and healthy business environments for all of
us. Agencies that receive our support, therefore, enrich our local communities by making them safer and more
prosperous places in which to live, work and grow. We are proud to help perpetuate West Michigan's quality of life
through our support of education; community development and housing; health and human services; culture and arts;
and civic and community programs.
Bank One's local Corporate Contributions Committee has recently reviewed your request for a $150,000 grant for the
CMA along with proposals of many other organizations. We looked at the requests based on our Corporate
Contributions Guidelines, our previous mix of gifts to the community, and apparent need. While Committee members
value your commitment to local non-profits and volunteer programs, we regret we are unable to support your request as
our guidelines preclude support for endowment funds.
As always, please call me at (616) 771-7409 if you have questions. Best wishes for a successful campaign.
Sincerely,

Ruth J. Vis
Vice President
Public Affairs

�600 RENAISSANCE CKYIT.K

The Skillman

Si TIT. 1700

DKTHOIT, M I U I K ; v\3
DlKKCF: (313) 393-1 163
FAX: (313)393-1187

KAKI SniLACHTENiurFEN PRESIDENT &amp; SECRETARY
January 23, 2002
Dr. John Lore, President and CEO
Connect Michigan Alliance
1048 Peirpont, Suite 3
Lansing, Michigan 48911
Dear John:
It was good to meet with you on December 11, 2001 about the Connect Michigan
Alliance project. Congratulations on your new venture. I appreciated the opportunity to learn
more about the current status of Connect Michigan Alliance. I promised to get back to you as to
whether this project may fit within the Foundation's geographic and programmatic missions and
therefore be considered by the Foundation. You identified the Learning to Give component of the
Connect Michigan Alliance, in partnership with the Council of Michigan Foundations, as the
component most closely aligned with the programmatic and geographic missions of The Skillman
Foundation.
After an in-depth review the project as outlined in your Joint Venture Proposal, including
review by the program staff of the Foundation, I regret to say that the proposed project does not
fit within the Foundation's mission. Although the Learning to Give curriculum is an organized
way for young people to learn about philanthropy, the Foundation does not support curriculum
development or promotion of a specific curriculum. Our school reform initiatives under the
Learning Opportunities program area of interest are aimed at improving student achievement
through school-wide and district-wide systemic reforms. Chief among these initiatives are the
Comer Schools and Families Initiative with the Detroit Public Schools and the Schools for the
21st Century initiative. Further, the Foundation's geographic focus generally precludes grants to
organizations outside the tri-county area of Wayne, Oakland and Macomb counties, even for
programs that will be implemented in this area. In this case, the applicant organization is located
in Lansing. Finally, the Foundation also does not make grants for endowments and the request is
for an endowment.
The Skillman Foundation wishes you and the Connect Michigan Alliance project all
success in raising the necessary funds to meet the challenge grant. We regret that we are not able
to support all of the terrific projects that impact children and youth that are presented to the
Foundation, especially projects led by such highly effective staff and volunteers as the Connect
Michigan Alliance.
Please do not hesitate to contact me if you have any questions or concerns.
Sincerely,

Kari Schlachtenhaufen
President

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                    <text>ConnectMi
Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings
William C. Richardson

January 30, 2002

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

Mr. W. Frank Fountain
President, DaimlerChrysler Corporation Fund
Senior Vice President, Government Affairs
DaimlerChrysler Corporation
1000 Chrysler Drive
Auburn Hills, Michigan 48326-2766
Dear Frank:
I am writing to share some great news about the ConnectMichigan Alliance
(CMA). As you may recall from our conversation last summer, CMA is a cuttingedge initiative designed to provide long-term support for the thousands of people
who volunteer daily in communities all across Michigan. We do this by bringing
together the resources, expertise and leadership of Michigan's premiere statewide
volunteer support organizations. John S. Lore, formerly with the Sisters of
St. Joseph Health System, has agreed to take on the leadership reigns of the CMA
and has been actively involved in moving our vision forward. John is a leader in
the nonprofit sector and has a good deal of experience in helping grow innovative
organizations. We are very excited about his appointment as President and CEO.
In addition to our organizational development work, we have also made great
strides in our endowment building efforts. As you know, the CMA Campaign is
unique, not only because of the creative collaboration of the State's premiere
volunteer oriented nonprofits, but also because of an innovative public/private
partnership. The CMA will do its great work well into the future due to a $20
million permanent fund we are building with the help of a challenge grant from
the State of Michigan and the private sector funds we have raised as a result. To
date we have raised $5.5 million in private sector funds and that moves us over
the halfway mark on the campaign!

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

Soon we will be entering into the public phase of our campaign where we will be
announcing the lead gifts that will include the W.K. Kellogg Foundation, C.S.
Mott Foundation and Hebert H. and Grace A. Dow Foundation as givers at or
above the one million dollar level. Our timing for this unveiling is April 29-30,
2002 at our Volunteerism SuperConference in Lansing. This biennial event is our

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

�Mr. W. Frank Fountain
January 30, 2002
Page 2
State's preeminent gathering of the volunteer sector and a logical opportunity to
recognize the exemplary efforts of the ConnectMichigan Alliance Campaign
partners. We also hope to announce that we will be completing the final portion
of the campaign as we currently have a number of key requests pending.
We believe the DaimlerChrylser Corporation is a vital potential partner in this
endeavor and I would like to encourage you to join our campaign. I know that
Terry Pruitt has spoken to you about how important it for us to include your
organization in our campaign. You have our organizational materials from our
meeting last summer and a proposal requesting a $1 million commitment. This is
comparable to the request we made to both the Ford Motor Company Fund and
the General Motors Corporation.
I am excited and pleased to report that the Ford Motor Company Fund has
committed $1 million to our effort. Ford's pledge, like all pledges to the CMA
Campaign, is eligible for the State of Michigan match and can be distributed over
multiple years. Should you need any information regarding pledges or the CMA,
please feel free to contact me or John Lore, at (517)492-2442.
Thank you in advance for your support. In light of recent events, it is clear that
we need to support our volunteers and their community building efforts now more
than ever. I hope the DaimlerChrysler Corporation will join us in our goal of
endowing service and volunteerism in Michigan/

arm regards,

Engler
First Lady of Michigan
cc:

Terry Pruitt
Julie Fisher Cummings
Geneva Jones Williams

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                    <text>C onnectMy/'higan
Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings
William C. Richardson

January 30, 2002

Mr. Roderick D. Gillum
Chairman, General Motors Foundation
Vice President, Corporate Relations &amp; Diversity
General Motors Corporation
300 Renaissance Center
Detroit, Michigan 48265
Dear Rod:
Thank you so much for taking time out of your busy schedule to come and see me
at the Michigan Community Service Commission meeting in December at your
World Headquarters. I regret that we did not get to meet and talk, but my family
commitments required that I be out of the state that day. Vivian and others were
kind enough to let me know of your efforts, and I am very grateful for your
consideration.
I also wanted to share some great news concerning the ConnectMichigan Alliance
(CMA). As you may recall from our conversation last summer, CMA is a cuttingedge initiative designed to provide long-term support for the thousands of people
who volunteer daily in communities all across Michigan. We do this by bringing
together the resources, expertise and leadership of Michigan's premiere statewide
volunteer support organizations. John S. Lore, formerly with the Sisters of
St. Joseph Health System, has agreed to take on the leadership reigns of the CMA
and has been actively involved in moving our vision forward. John is a leader in
the nonprofit sector and has a good deal of experience in helping grow innovative
organizations. We are very excited about his appointment as President and CEO.

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

In addition to our organizational development work, we have also made great
strides in our endowment building efforts. As you know, the CMA Campaign is
unique, not only because of the creative collaboration of the State's premiere
volunteer oriented nonprofits, but also because of the innovative public/private
partnership. The CMA will do its great work well into the future due to a $20
million permanent fund we are building with the help of a challenge grant from
the State of Michigan and the private sector funds we have raised as a result. To
date, we have raised $5.5 million in private sector funds and that moves us over
the halfway mark on the campaign!

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

�Mr. Roderick D. Gillum
January 30, 2002
Page 2
Soon we will be entering into the public phase of our campaign where we will be
announcing the lead gifts that will include the W.K. Kellogg Foundation, C.S.
Mott Foundation and Hebert H. and Grace A. Dow Foundation as givers at or
above the one million dollar level. Our timing for this unveiling is April 29 -30,
2002 at our Volunteerism SuperConference in Lansing. This biennial event is our
State's preeminent gathering of the volunteer sector and a logical opportunity to
recognize the exemplary efforts of the ConnectMichigan Alliance Campaign
partners. We also hope to announce that we will be completing the final portion
of the campaign as we currently have a number of key requests pending.
We believe that General Motors is a vital potential partner in this endeavor and
would like to encourage you to join our campaign. You have our organizational
materials from our meeting last summer and I am enclosing a proposal for your
consideration. We are requesting a $1 million commitment from General Motors.
This is comparable to the request we made to both the Ford Motor Company Fund
and the DaimlerChrysler Corporation Fund.
I am excited and pleased to report that the Ford Motor Company Fund has
committed $1 million to our effort. Ford's pledge, like all pledges to CMA
Campaign, is eligible for the State of Michigan match and can be distributed over
multiple years. Should you need any information regarding pledges or CMA,
please feel free to contact me or John Lore at (517) 492-2442.
Thank you in advance for your support. In light of recent events, it is clear that
we need to support our volunteers and their community building efforts now more
than ever. I hope the General Motors Corporation will join us in our goal of
endowing service and volunteerism in Michigan/
regards,
r, r

Jll

Michelle Engler
First Lady of Michigan
Enclosure
cc:

Vivian Rogers Pickard
Julie Fisher Cummings
Geneva Jones Williams

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Ms.Judi4
674 M,arlhattan Road, SE

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Mir.hdlc Ettglct·
Julie FiF.he•· l.umnoing~

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Willi;un G. R.i~. hanl6~•n

Campaign Cabin('l

Edwf'roi 0. Bl~w~
Rloodwurlh

Cnrr;~lyn

,

I wanted to update you on the wonderful progress we are making with the
ConnectM.ichigan Aniance (CMA) Campaign and ask for your assistan.ce in moving into
the final stage. ln. January, we crossed over the halfway point of the campaign with a
generous $1 million. gift from the Ford Motor Company Fund. This takes our campaign
to over $5 .5 million.

Nonit?: Brcnrtntl
St~nlt'y

Rf&gt;hcrt Collier
Nf:r.tR Odancy

David 0. E~;ne~
Er·ic R. Gilbcrt., •m
Kula .H':~II
Dorothy A. .T&lt;:~hn~on

We are begiuning our efforts to gar:ner support from the West Michigan
community. Peter Seccb.ia has been championjng our efforts there ii1 pattnership with
Diana Sieger. Diana and Peter have been instnunental in raising the awareness with
potential area supporters, but need additional support.
You and Bob are well known for suppo~g service and volunteer efforts in the
Grand Rapids community. You know that nonprofits need resources to ensure that they
can support volunteers in their work CMA is designed to help broker the services and
resources )ocal community-based organizations need. Judy, to e:osure our success we
need your help .

P. Cain&lt;:

Rir.Juu•rl Col•.'

Joln• Lo1·c
Ar·cnd J) . Lubber·~

RuMcU G. Mnwhy
Barhar'3 Mil'~'"~
Andrea F. Ncwmnn
Ju11n OlivrorP.z
Joel Oroftz
Tr.rry P1·uitt
Jur:li.th Ann Rotpan.,~
Pnlr·icia R~ynold.~
AnnP. R"*~warnt.~

We are focusing on a number of corporate and private foundations. While Peter
and Diana have done a great job getting our word out, they need further validation ofthe
merit of this exciting initiative. We are recpt.;s~n.g your hell in authoring a cover letter to
the Dick and Betsy DeVos Foundatiop an~refei Cook mmdation . John L5re, C£6
of CMA, and his staff will draft all the necessary documents and prepare them for your
signature. Additionally, a proposal has been submitted to the Wege Foundation, and if
you feel comfortable doing so, we would appreciate if you would follow-up on tl;lat with
a phone call. A copy of that proposal is enclosed for your information.

KRt.hryn .Ro~aow
PP.Lcr Secchi&lt;&gt;
Dian~~

Sier;cr.

.l••tly Tymowict.

Thank you for all of your help and support. You and Bob are wonderful
community champions for service and volunteerism. I hope that you can join us in this
effort.
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Michelle Engler

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Car&lt;tlyll BloodY.·oa·lh
Noni&lt;- Brrnuan
P. Cainr
Ridaard Colr
Rob~a·t Collif'r
N.-etA DelaPe,·
David 0. E~er

Slanl("~-

1bank you so much for your interest in the ConnectMichigan Alliance, Michigan's vision
for institutionalizing support for our state's volunteers. M we have discussed, the CoiUlectMicbigan
Alliance is a new public/private partnership being viewed as a national model for its new way of
doing business in the nonprofit sector.
·

Eric R. Gilhei'UOI\
Karl• HaU
Dorothy .A. Johnton
John Lore
.-\l'end D . Lubben

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 corrununity problems, the ConnectMichigan Alliance partners the private sector
with government to provide corrununities with the resources, technical assistance and long-term
support to volunteers who help address out 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.

Ru~~dl

G. Mawb)'

Barbnr:J

Micr.o ~

Andru F- Ncwmnn
J nnn Ol.i.. urez
Joel O•·osr.
Terl'y P1:11itt

As you know, Michigan has a long history and tradition of creating innovative community
Judith Ann Rapanol
solutions through public/private initiatives. Ours was one of the first states to create a state
PoLricia Reynold~
Anpe Rosewarnc
commission on service and volunteerisrn--the Michigan Community Service Commission.
KALhryn Rooaow
Michigan is the home to other nationally recognized firsts: forming a statewide nonprofit
Peter Sccckin
association, a coalition of higher education institutions that view service as an important part of
Diana Sieger
campus life, and a trade association ofvolt~teer centers---dearinghouses for volunteers and
Glwn
D. Steil
is coming together in a unique way through the
volunteer opportunities. Each of these or
Judy Tymowit;7.
ConnectMic:higan All"

maten s ve
endowmentdesi

demonstrated by the &lt;m~RQJ;;.and,bliclligllrt'
for-dollar, by the State of Michigan.

Thank you again for your willingness to support the OmnectMichiga~ you have

"\bl.....O

~ ~

any questions please feel free to contact me.

M~C.~~ L!;c.,~

.

Jlj$. C'f'~J ~

•• 11-11~ ~ ~ j$0 }b~
Enclosures
4 " .... ._...,.in

Connect

Mich~n

~¢1&gt;1

helleEngler
Alliance P.O. Box 220M Lanfting, Michipn

J_

SJJI!. tt~ ~

48909-2~~42-7075 Sl7~24~

Huildinr;, s .....

4

n~l...::z:::.:.~~: in Mir.h~.. n Com
(ax

IUI!9

~tf! Micbjcan Campn• Comp•ct, Michi~n Community Serrioe &lt;Ammimaion, Michlt~•n NoPpl'ofit Aeeociation, Voluntm&gt;r &lt;A!nten o ~

�-

L.;MA

October 24, 200 1

Mr. John Lore
President/CEO
Connect Michigan Alliance
. P.O. Box22004
Lansing, Ml48909-2004

Dear Mr. Lore:
Thank you. for your inquiry of September 4, 2001 regarding a donation (rom the Richard
and Helen DeVos Foundation. The Founda_#9_1:1 focuses its givjng on both Cluistian
ministries and local organizations that buiic:i :.··~ommunity. 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 Michig~ 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,

~n~Yawr/u/1~
Ginny Vander Hart
Foundation Director
GV:kv

�04/03/ 2002

13:14

51 7 4922444

CMA

...

PAGE

Grant Request
Date:

September 4, 2001

Applicant:

CormectMi,c higan Alliance
John S. Lore, Ed.D., President &amp; CEO

Address;

l 048 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 ConnectMichiganAlliance (an innovative joint venture
between the state's premiere nonprofit support organizations) will focus its energies on
strengthening Michigan's volunteer infrastructure by provjding training and technical
assistance, developing resources and promoting best practices. These goals will be met

by:
•

•

•

•

Background:

Providing access to one or more of the state's nearly 40 volunteer center for
every Michigan resident Currently, 85% ofMichigan's communities arc
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 coxrununities to address their
local challenges.

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~e state's volwteer
infrastructure by forming the ConnectMichigan Alliance. Led by former CEO of the
Sisters of Sl 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 dollat'-for-dollat no latCT than November of 2002.
Funds designated for the ConnectMichigan Alliance Endowment Campaign should be foJWarded
to the Capital Region Community Foundation, 6035 Executive Drive, Suite 104

Lansing, MI 48911.

Date

.

03

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                    <text>C onnectMi^higan
Campaign Tri-Chairs
Michelle Kngler
Julie Fisher Cumniings
\l C U M C. Richardson

February 15, 2002

Mr. Stephen E. Upton
Chairman
The Frederick S. Upton Foundation
100 Ridgeway
St. Joseph, Michigan 49085
Dear Mr. Upton:
On behalf of the ConnectMichigan Alliance, I am pleased to submit to you
a proposal for a grant in the amount of $15,000. CMA is a cutting-edge initiative
that works to strengthen local nonprofits' management functions, volunteers and
programs. All across the nation, we are seeing the value and need for communitybased volunteer programs. CMA will ensure that we have strong volunteer
resources in every community in Michigan.
Your grant will leverage a 100 percent match through a $10 million
challenge grant issued by the State of Michigan. This doubles your investment in
the administrative support capacity of nonprofit organizations serving Southwest
Michigan.
CMA 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. The support of The Frederick S. Upton Foundation will
allow for CMA to tailor services and programs to benefit the Southwest Michigan
community, now and well into the future.

Campaign Cabinet
Edward O. Blews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richard Cole
Kohert Collier
Neeta Delaney
David 0. Egner
Eric R. Gilhertson
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 our campaign is complete, you will have helped to develop a $20
million endowment fund. With this support, CMA will provide avenues for every
Michigan citizen to serve their community through philanthropy, volunteer
service and civic action. This goal is met through:
•
•

Building the capacity of local nonprofits to meet their most pressing social,
charitable, economic, cultural, educational, faith-based and civic needs;
Providing access to strong and healthy Volunteer Centers for every
Michigan citizen;

Connect Michigan Alliance P.O. Box 22004 Lansing, Michigan 48909-2004 • phone 888-242-7075 fax 517-241-3869
liiiilding. Strengthening and ln&gt;esting in Michigan dniiinimitirs
A partnership of: Michigan Campus Compact, Michigan Community Service Commission, Michigan Nonprofit Association, Volunteer Centers of Michigan

�Mr. Stephen E. Upton
Page 2
February 15, 2002
•
•

Encouraging every Michigan college and university to advance citizen
service and service learning among students;
Leveraging state and federal government resources to empower Michigan
communities.

CMA has already secured $5.5 million toward the State's $10 million
challenge grant. The ConnectMichigan Alliance only has until September 30,
2002 to leverage the remaining $4.5 million. CMA forfeits the opportunity to
earn any remaining balance of the state challenge grant after that date.
Thank you for considering this request to strengthen volunteerism by
supporting the advanced organizational capacities of local nonprofit
organizations. Please feel free to contact me or John Lore, President and CEO of
CMA, if you have any questions or need additional information.

telle Engler
First Lady of Michigan
cc. Congressman Fred Upton
Enclosures

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Campaign Tri-Chairs
Michelle Engler
J u l i c Fisher Cummings
William C. Richardson

February 15, 2002

Ms. Barbara Getz
Executive Director
The Gerber Foundation
4747 West 48th Street
Suite 153
Fremont, Michigan 49412
Dear Ms. Getz:
On behalf of the ConnectMichigan Alliance, I am pleased to submit to you
a proposal for a grant in the amount of $25,000. CMA is a cutting-edge initiative
that works to strengthen local nonprofits' management functions, volunteers and
programs. All across the nation, we are seeing the value and need for communitybased volunteer programs. CMA will ensure that we have strong volunteer
resources in every community in Michigan.
Your grant will leverage a 100 percent match through a $10 million
challenge grant issued by the State of Michigan. This doubles your investment in
the administrative support capacity of nonprofit organizations serving Newaygo
County.
CMA 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. The support of The Gerber Foundation will allow for
CMA to tailor services and programs to benefit the Newaygo County community,
now and well into the future.

Campaign Cahinct
Edward 0. Blews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richard Cole
Robert Collier
Neeta Delaney
David 0. Egner
Eric R. Gilbertson
Karla Hall
Dorothy A. Johnson
John Lore
Arend D. Lubbers
Russell G. Mawby
Barbara Mieras
Andrea F. Newman
J u a n Olivarez
Joel Orosz
Terry Pruitt
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarne
Kathryn Rossow
Peter Secchia
Diana Sieger
Glenn D. Steil
Judy Tymowicz

Once our campaign is complete, you will have helped to develop a $20
million endowment fund. With this support, CMA will provide avenues for every
Michigan citizen to serve their community through philanthropy, volunteer
service and civic action. This goal is met through:
•
•

Building the capacity of local nonprofits to meet their most pressing social,
charitable, economic, cultural, educational, faith-based and civic needs;
Providing access to strong and healthy Volunteer Centers for every
Michigan citizen;

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

�Ms. Barbara Getz
Page 2
February 15, 2002
•
•

Encouraging every Michigan college and university to advance citizen
service and service learning among students;
Leveraging state and federal government resources to empower Michigan
communities.

CMA has already secured $5.5 million toward the State's $10 million
challenge grant. The ConnectMichigan Alliance only has until September 30,
2002 to leverage the remaining $4.5 million. CMA forfeits the opportunity to
earn any remaining balance of the state challenge grant after that date.
Thank you for considering this request to strengthen volunteerism by
supporting the advanced organizational capacities of local nonprofit
organizations. Please feel free to contact me or John Lore, President and CEO of
CMA, if you have any questions or need additional information.

Michelle Engler
First Lady of Michigan
Enclosures

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Campaign Tri-Chairs
Michelle Engler
Julie Kisher Cummings
William C. Richardson

February 22, 2002

Campaign Cabinet
Edward O. Blews
Carolyn Bloodworth
Nonie Brennan

The Honorable Peter Secchia
Chairman
Universal Forest Products, Inc.
2801 E. Beltline, NW
Grand Rapids, MI 48525

S l a n l c x I'. C a i n i Richard Cole
Robert Collier
Neeta Delaney
David 0. Egner
Eric R. Gilbertson
Karia Hall

Dear Peter:

Dorothy A. Johnson
John Lore

On behalf of the ConnectMichigan Alliance, I want to thank the Secchia Family
Foundation for the generous pledge of $25,000.

Arend D. Lubbers
Russell G. Mawby
Barbara Mieras
Andrea F. Newman

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 the Capital Region Community
Foundation.
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.

J u a n Olivarez
Joel Orosz
Terry Pruitt
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarne
Kathryn Rossow
Peter Secchia
Diana Sieger
Glenn D. Steil
Judy Tymowicz

Peter, I truly appreciate the way that you have stepped up to the plate on our West
Michigan Strategy in this Campaign. I am confident that your leadership in
Grand Rapids and the surrounding areas is exactly what is needed to create the
success of which we are capable. I am so pleased to have you on board!

Michelle Engler
First Lady of Michigan

' O
~%\\}*- |
(J

m\.

*.

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

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                    <text>MAR 0 l 2002

C onnectMi^higan
Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings
William C. Richardson

March 1,2002
Dr. Robert Long
Vice President for Programs
Philanthropy and Volunteerism
W.K. Kellogg Foundation
One Michigan Avenue East
Battle Creek, Michigan 49017
Dear Robert:
ConnectMichigan Alliance (CMA) is requesting a grant from the W. K. Kellogg
Foundation and the Charles Stewart Mott Foundation of $500,000.00 for the next
two fiscal years, to insure that the fundraising and programming capacity of the
Alliance and those served by CMA is secured for the future. The specific amount
requested from the W. K. Kellogg Foundation is $125,000.00 in the year 2002
and $125,000.00 in the year 2003. An equal amount is being requested from the
Charles Stewart Mott Foundation.
As a result of the declining economy and the terrorist action of September 11,
2001, the operational income expected from monies raised for CMA has fallen
short of original projections. From the thirty major contributors who have
supported CMA to date, in the amount of $5,507,660.00, only two have paid the
pledge in total. The rest of the contributors have made pledges for multiple years,
with the average being five years. Moreover, notwithstanding the fact that the
State of Michigan has been extremely generous in matching pledges as well as
cash, the economy has been such that the interest earned on the approximately
$7.5 million, in the permanent endowment, has been much less than budgeted for
the operations and for the staffing of the program coordinator (who was to be
hired in September of 2001), which has been pushed back to July of 2002.
Because of this shortfall we will be required to seek permission to take funds from
our permanent endowment corpus by April of this year, if we do not receive
support from the W.K. Kellogg and Charles Stewart Mott Foundations.

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

The monies collected from the W.K. Kellogg and Charles Stewart Mott
Foundations will allow us to complete the fundraising and match the
$10,000,000.00 challenge from the State of Michigan to create the $20 million
endowment and begin the work of programming coordination which will fulfill
the Mission of CMA to promote and strengthen a life-long ethic of service and
civic engagement through the support of community building initiatives.

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

�Dr. Robert Long
Page 2
March 1,2002
CM A was created to ensure strong, stable and coordinated support for Michigan's
volunteers. Through a $20 million endowment, CMA is uniting the combined
forces of its founding partners to permanently sustain and expand the "volunteer
infrastructure" for which Michigan is known and heralded. All of the partners of
this initiative have developed innovative approaches to working effectively on a
statewide level with varied constituencies in ways that serve as national models.
Once the campaign is complete, CMA will have the capacity to fully advance
upon achieving its goal of providing avenues for every Michigan citizen to serve
their community through volunteer service and civic action. This goal will be met
in local communities throughout Michigan by:
•

•
•
•
•
•

Providing increased access to training and technical assistance
necessary to build the capacity of local nonprofits to meet their
communities' most pressing social, charitable, economic, cultural,
educational, faith-based, and civic needs;
Providing access to a strong and healthy Volunteer Center for
every resident;
Increasing grant opportunities for Volunteer Centers to engage
more citizens in volunteerism and service;
Increasing grant opportunities for service-learning programs to
engage more young people in service;
Maximizing state and federal government resources to empower
local communities to address their local challenges; and
Increasing the understanding and use of service-learning in the
work of community-based nonprofits, K-12 schools and higher
education institutions.

CMA programs and services address four areas of need, which were identified
through a two-year planning process that engaged more than seventy executives
representing local nonprofit organizations. Those areas include Youth
Volunteerism, Community Volunteerism, Higher Education, and Training and
Technical Assistance.

More than seventy local nonprofit leaders from communities throughout
Michigan participated in a two-year planning process. Their charge was to create
a vision for their local communities by drawing upon their common experiences

�Dr. Robert Long
Page 3
March 1,2002
in the development of a statewide strategic plan that would have significant
impact and relevance at the local level. In their deliberations, planners considered
the following facts:
Overall Significance of Michigan's Volunteers
• Almost 90 percent of all charitable organizations, participating in Public
Sector Consultants' (PSC) 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.
• 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 Service-Learning
• 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 youth far exceeds its
availability.
• The percentage of students engaged in service-learning through institutions
of higher education has annually increased at a double-digit pace over the
past several years. Over 17 million hours of service were contributed by
undergraduates nation wide. As this trend continues, institutions of higher
education will require expanded support services such as those provided by
CMA to ensure the quality of service-learning programs.
• 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

�Dr. Robert Long
Page 4
March 1,2002
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.
• Family volunteerism is a growing trend as many families are looking for
opportunities to spend quality time together in service to their communities.
With the demand for quality family volunteer experiences increasing, local
nonprofit organizations need specialized training and technical assistance to
effectively serve this constituency.
The ConnectMichigan Alliance endowment was created to provide resources for
innovative grantmaking, program development, and operational costs. On an
annual basis, the endowment 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 CMA will continue to fundraise on a
limited basis. New dollars that CMA will seek on a limited basis will support
new program development versus operational costs. CMA 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.
Attached to this letter is a five year revenue and expense budget with a detailed
memorandum on the start up year and years 2002 through 2006.
Thank you for you consideration in this matter. Should you have any further
questions, please do not hesitate to contact me, Kyle Caldwell, Executive Director
of Michigan Community Service Commission or Sam Singh, President and CEO
of Michigan Nonprofit Association.
Sincerely,

)hn S. Lore
'President and CEO
Enclosures
cc:
Kyle Caldwell, Michigan Community Service Commission
Sam Singh, Michigan Nonprofit Association

�CONNECTMICHIGAN ALLIANCE
5 YEAR BUDGET PROJECTION

ACCOUNT NAME

Start-up Year
2001-2002
Budget

REVENUE
General Contributions
Interest and Dividends
Restricted Grants(new)
Unrestricted Grants(existg)
Program Fees
Membership Dues
Consulting
Sponsorships
Publications
Misc. income
TOTAL

Year Two
2002-2003
Budget

Year Three
2003-2004
Budget

Year Four
2004-2005
Budget

Year Five
2005-2006
Budget

0

0

0

0

0

384,000

379,398

635,107

913,763

206,315
54,930
41,250
123,250
5,975

73,969
28,155

116,188

766,572
118,474

42,488
126,948
6,154

0
43,762
130,756

0
45,075
134,679

0
46,427
138,719

5,000
2,000
0

5,150
2,060
0

6,339
5,305
2,122
0

6,529
25,464

6,725
26,228
2,251
0

$822,720

$664,321

$939,579

2,185
0
$1,098,978

122,028

$1,256,141

EXPENSE
Salaries
Benefits
Liability Insurance
Contract Services
Office Supplies
Copying
Printing/Publishing
Subscriptions/Publicat.
Organization Dues
Postage/Shipping
Telephone/Fax
Technology Expenses
Furniture Equipment
Equipment Rental
Program Supplies
Occupancy
Bank/Investment Fees
Meetings
Travel
Program Grants
Miscellaneous

279,250
67,125
2,000
155,748
7,795
9,290
13,850
1,200
20,980
8,040
9,810
5,000
0
0

GRAND TOTAL - EXP.
REVENUE LESS EXP.

|

335,242
105,854
2,060
135,735
8,802
9,732
8,700
1,500
22,170
8,405
16,410
7,060
0
0
6,438

345,300
109,029
2,122
88,414
9,066
10,024
8,961
1,545
22,835
8,657
16,902
7,272
0
0

6,250
85,500
0
72,690
42,554

130,715
200
69,231
49,825

180,930
1,700

69,155
1,751

6,631
131,713
206
69,231
51,320
42,230
1,804

$969,712

$988,984

$933,261

($146,992)j

($324,663)j

$6,318 |

427,659
132,224
2,385
123,066
10,438
10,625
10,430
1,591
23,520
9,117
18,409
7,490
0
0

440,488
143,406
2,457
126,758
10,751
10,944
10,743
1,639
24,225
9,390
18,962
7,715
0
0
7,034

6,830
131,713
212
69,231
52,909
43,497

131,713
219
69,231
52,909

1,858

1,913

$1,083,204

$1,115,334

$15,773 |

44,836

$140,807 I

�CONNECTMICHIGAN ALLIANCE
START-UP YEAR
2001-2002 PROJECTION

ACCOUNT NAME

Budget

REVENUE
General Contributions

0 No activity anticipated.

Interest and Dividends

384,000 Interest earned on the money market fund and endowment
fund. $531,000 was needed to balance the budget which is a
shortfall of $146,992.

Restricted Grants(new)

206,315 Grants that were awarded to Michigan Campus Compact and
Volunteer Centers of Michigan.

Unrestricted Grants(existing)

54,930 Existing restricted grants for Michigan Campus Compact that
were operated under Michigan Nonprofit Association. The
grant funds were transferred to ConnectMichigan Alliance as
Temporarily Restricted Assets on the Statement of Financial
Position.

Program Fees

41,250 Fees anticipated for several programs and events that the
Michigan Campus Compact and Volunteer Centers of
Michigan have scheduled.

Membership Dues

123,250 Dues for membership to the Michigan Campus Compact and
Volunteer Centers of Michigan.

Consulting

5,975 Consulting opportunities anticipated for the Volunteer Centers
of Michigan Director.

Sponsorships

5,000 Sponsorship anticipated for the MCC programs and events.

Publications

2,000 Bookstore sales anticipated at the MCC Institute on Service
Learning.

Misc. Income

TOTAL

0 No activity anticipated.

$822,720

�CONNECTMICHIGAN ALLIANCE
START-UP YEAR
2001-2002 PROJECTION
ACCOUNT NAME

Budget

EXPENSES
Salaries

Benefits
Liability Insurance
Contract Services

279,250 Starting July of 2001, 3 FTE's for MCC were transferred
from Michigan Nonprofit Association. On August 1st, an
Administrative Assistant and a VCM Director were hired.
On September 4th, President, John Lore, was hired. On
October 31, 2001, an Executive to the President was hired.
The total full-time employees for the 2001-2002 fiscal startup year is seven (7) FTE's.
67,125 Benefits correspond with the costs associated with the
seven full-time employees.
2,000 Start-up insurance costs for equipment and furniture.
155,748 Several contracted services anticipated throughout start-up
year. These contracts consist of payroll, mail sorting, legal,
auditing, training, and MNA accounting and fundraising
services.

Office Supplies

7,795 Office supplies anticipated from August'Ol thru June'02.

Copying

9,290 Copying costs anticipated from August'Ol thru June'02.

Printing/Publishing
Subscriptions/Publication

Organization Dues

13,850 Start-up printing costs for new location and the MCC "New
Look".
1,200

Several subscriptions and publications from August'Ol thru
June'02.

20,980 $19,330 anticipated for the Campus Compact national fees
and other miscellaneous dues.

Postage/Shipping

8,040 Postage costs anticipated from August'Ol thru June'02.

Telephone/Fax

9,810

Technology Expenses

5,000 Technology costs anticipated from September'Ol thru
June'02.

Furniture / Equipment
Program Supplies
Occupancy

Telephone costs anticipated from September'Ol thru June'02.

0 No activity anticipated.
6,250 Supplies anticipated for several programs and events.
85,500 Occupancy costs anticipated from September'Ol thru June'02.

�CONNECTMICHIGAN ALLIANCE
START-UP YEAR
2001-2002 PROJECTION

ACCOUNT NAME

Bank/Investment Fees

Budget

0 No activity anticipated.

Meetings

72,690 Meeting room, food, speaker, and conference call costs for
several meetings and events scheduled throughout the year.

Travel

42,554 Travel accommodations, meals, mileage, transportation lease
or rental, airfare, tuition and other travel costs.

Program Grants
Miscellaneous
GRAND TOTAL - EXP.
REVENUE LESS EXP.

180,930 Several mini-grants awarded for members of Michigan
Campus Compact and Volunteer Centers of Michigan.
1,700
$969,712
($146,992)

The cost of advertising for new employment opportunities.

�MEMORANDUM
TO:

Paul Lawler, Vice President and Chief Investment Officer
W. K. Kellogg Foundation

FROM:

Peggy Casale, Business Manager

DATE:

December 19, 2001

RE:

ConnectMichigan Alliance 5 Year Budget Projection

5 YEAR BUDGET PROJECTION
The information below is an explanation of the budget projection for Fiscal Year Two "20022003" through Fiscal Year Five "2005-2006".

Revenue
General Contributions: No activity anticipated.
Interest and Dividends: Interest earned on the money market fund and endowment fund. In year
two (2), $714,787 was needed to balance the budget which is a shortfall of $324,663. The budget
projection is favorable in years three through five.
Restricted Grantsfaew): Various grant awards anticipated throughout each of the projected years
with a 3% increase from year to year.
Unrestricted Grants (existing): Remaining restricted grants for Michigan Campus Compact that
are transferred from the Temporarily Restricted Assets section of the Statement of Financial
Position as expenditures occur.
Program Fees: Fee revenue anticipated for several programs and events for the Michigan
Campus Compact and Volunteer Centers of Michigan. The change from year to year is a 3%
increase for additional participation.
Membership Dues: Dues for membership to the Michigan Campus Compact and Volunteer
Centers of Michigan. The change from year to year is a 3% increase of additional recruitments.
Consulting: Consulting opportunities anticipated for The Volunteer Centers of Michigan
Director. The change from year to year is a 3% increase for additional opportunities.
Sponsorships: Sponsorship anticipated for the MCC programs and events. CMA anticipates
$20,000 in sponsors for the general budget in years four and five. The change from year to year
is a 3% increase in sponsors.
Publications: Bookstore sales anticipated at the MCC Institute on Service Learning and other
events. The change from year to year is a 3% increase for additional participation.
Miscellaneous Income: No activity anticipated.

�Expenses
Salaries: The start-up year ended with seven (7) FTE's on staff. In July of the second year, a
full-time Special Events Coordinator is budgeted to start. Therefore, the second and third years
will be operated by eight (8) FTE's with a cost of living increase of 3 %. In July of the fourth
year, a full-time Special Events Coordinator for the Detroit Area and an Administrative Assistant
is budgeted to start. This brings the total to ten (10) FTE's for the fourth and fifth years with a
cost of living increase of 3%.
Benefits: Benefits correspond with the salary costs associated with the full-time employees.
The benefits consist of health, dental, life, &amp; disability insurance, retirement, and employer
liability costs. A 20% increase on health insurance costs was budgeted in the second year.
Health insurance was budgeted to increase 15% for the remaining years.
Liability Insurance: Directors &amp; Officers liability insurance and general liability insurance with
a 3% increase from year to year.
Contract Services: Several contracted services are anticipated throughout each of the years.
Each year was budgeted with a 3% increase. These contracts consist of payroll, mail sorting,
legal, auditing, training and MNA accounting, fundraising, and technical services. The changes
from year to year are from the changes in MNA services. MNA is contacted to provide
accounting and fundraising services in the second year. The third year, MNA will provide
accounting and website services. In the fourth and fifth years, MNA will provide accounting,
website and administrative support services.
Office Supplies: Office supply costs anticipated with a 3% increase from year to year.
Additional costs anticipated the fourth year for the costs associated with the FTE in Detroit.
Copying: Copying costs anticipated with a 3% increase from year to year. Additional costs
anticipated the fourth year for the costs associated with the FTE in Detroit.
Printing / Publications: Printing costs anticipated with a 3% increase from year to year.
Additional printing costs anticipated the fourth year for the costs associated with the FTE in
Detroit.
Subscriptions/Publications: Subscriptions and publications anticipated each year with a 3%
increase in costs.
Organization Dues: National Campus Compact and other miscellaneous dues anticipated with a
3% increase from year to year. The 3% increase is largely based on the Compact Compact
national fees associated with the Michigan Campus Compact membership recruitment.
Postage/Shipping: Postage and shipping costs anticipated with a 3% increase from year to year.
Additional costs anticipated the fourth year for the costs associated with the FTE in Detroit.
Telephone/Fax: Telephone costs anticipated each year with a 3% increase in costs. Additional
costs anticipated the fourth year for the costs associated with the FTE in Detroit.

�Technology Expenses: Internet services, computer hardware, software, and printer costs
anticipated with a 3% increase in costs each year.
Furniture/Equipment: No activity anticipated.
Program Supplies: Supplies anticipated for several programs and events with a 3% increase in
costs each year.
Occupancy: Occupancy leasing contract costs for the business address at 1048 Pierpont Street,
Suite 3, in Lansing, Michigan.
Bank/Investment Fees: Fees associated with banking and credit card transactions.
Meeting Expenses: Meeting room rental, meals, speaker, and conference call costs for several
meetings and events that are anticipated to continue each year.
Travel Expenses: Travel accommodations, meals, mileage, transportation lease or rental, airfare,
tuition and other travel cost with a 3% increase in the third and fourth years.
Program Grants: Several mini-grants awarded for members of the Michigan Campus Compact.
Miscellaneous: The cost of advertising for new employment opportunities and other unforeseen
costs.

�JOB 11
"INTERNAL REVENUE SERVICE
P. 0. BOX 2508
CINCINNATI, OH 45201

Date: JUNO 6 2001
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 11,2009
Advance Ruling Period Ends:
December 31,2004
Addendum Applies:
NO

Dear Applicant:
Based on information you supplied, and assuming your operations will be as
stated in your application for recognition of exemption, we have determined you
are exempt from federal income tax under section 501(a) of the Internal Revenue
Code as an organization described in section 501(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 in 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 advance
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 requirements of the applicable support test during the advance ruling period. If you
establish that you have been a publicly supported organization, we will classify you as a section 509(a)(1) or 509(a)(2) organization as long as you continue
to meet the requirements of the applicable support test. If you do not meet
the public support requirements during the advance ruling period, we will
classify you as a private foundation for future periods. Also, if we classify
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 a
private foundation until 90 days after the end of your advance ruling period.
If you send us the required information within the 90 days, grantors and
contributors may continue to rely on the advance determination until we make
Letter 1045 (DO/CG)

�-4CONNECTMICHIGAN ALLIANCE
recipient organization is not exempt under section 501(c)(3), you must have
evidence that the funds will remain dedicated to the required purposes and that
the recipient will use the funds for those purposes.
If you distribute funds to individuals, you should keep case histories
showing the recipients' names, 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 Revenue
Service any and all distributions you made to individuals. (Revenue Ruling
56-304, C.B. 1956-2, page 306.)
If we said in the heading of this letter that an addendum applies, the
addendum enclosed is an integral part of this letter.
Because this letter could help us resolve any questions about your exempt
status and foundation status, you should keep it in 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 questions, 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 1045 (DO/CG)

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ConnectM' higan
zooz L o ~ntw
Campaign Tri-Chairs
Michelle Engler
Juli e Fisher Cummings
William C. Ri chardso n

March 7, 2002

Campaign Cabinet

Mr. Elan Garonzik
Program Officer
Charles Stewart Mott Foundation
1200 Mott Foundation Boulevard
Flint, Michigan 48502-1851

Edward 0 . Blews
Ca r olyn Bloodworth
Nonie Brenn an
Sta nl ey P. Caine
Richard Cole
Robert CoUi er
Neeta Delaney
David 0. Egner

Dear Elan:

Eric R . Gilbertso n

CormectMichigan Alliance (CMA) is requesting a grant from the Charles Stewart
Mott Foundation and the W.K. Kellogg Foundation of $500,000.00 for the next
two fiscal years, to insure that the fundraising and programming capacity of the
Alliance and those served by CMA is secured for the future. The specific amount
requested from the Charles Stewart Mott Foundation is $125,000.00 in the year
2002 and $125,000.00 in the year 2003 . An equal amount has been awarded by
the W .K. Kellogg Foundation.
As a result of the declining economy and the terrorist action of September 11,
2001, the operational income expected from monies raised for CMA has fallen
short of original projections. From the thirty major contributors who have
supported CMA to date, in the amount of$5,507,660.00, only two have paid the
pledge in total. The rest of the contributors have made pledges for multiple years,
with the average being five years. Moreover, notwithstanding the fact that the
State of Michigan has been extremely generous in matching pledges as well as
cash, the economy has been such that the interest earned on the approximately
$7.5 million, in the permanent endowment, has been much less than budgeted for
the operations and for the staffing of the program coordinator (who was to be
hired in September of2001), which has been pushed back to July of2002.
Because of this shortfall we will be required to seek permission to take funds from
our permanent endowment corpus by April of this year, if we do not receive this
support from the Charles Stewart Mott Foundation.

Karla Ha ll
Doroth y A. John son
J ohn Lore
A•·end D. Lubber
Ru se ll G. Mawby
Barba1·a Miera s
And•·ea F. Newman
Ju a n Olivarez
J oel Oro z
Te1-ry Pruitt
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewa rne
Kathryn Rossow
P e ter Secchi a
Diana Sieger
Glenn D. Steil
Judy Tymowicz

The monies received from the Charles Stewart Mott and W.K. Kellogg
Foundations will allow us to complete the fundraising and match the $10 million
challenge from the State of Michigan to create the $20 million endowment and
begin the work of programming coordination which will fulfill the Mission of
CMA to promote and strengthen a life-long ethic of service and civic engagement
through the support of community building initiatives.

Connec t Mi chigan Alli an ce P.O. Box 22004 Lansin g, Mi chiga n 48909-2004 • p hone 888-242-7075 (ax 517-241-3869

A partne r ship of: Michiga n Ca mpus

Building,

t•·ength en in g an d !nve ·tin g in Michiga n Communi li o·s

ompact , Mi chi ga n Com munity ervice Co mmission , Mi chi gan

onprofi t As ocia tion , Volunteer Cente•·s of Michigan

�Mr. Elan Garonzik
Page 2
March 7, 2002
CMA was created to ensure strong, stable and coordinated support for Michigan' s
volunteers. Through a $20 million endowment, CMA is uniting the combined
forces of its founding partners to permanently sustain and expand the "volunteer
infrastructure" for which Michigan is known and heralded. All of the partners of
this initiative have developed innovative approaches to working effectively on a
statewide level with varied constituencies in ways that serve as national models.
Once the campaign is complete, CMA will have the capacity to fully advance
upon achieving its goal of providing avenues for every Michigan citizen to serve
their community through volunteer service and civic action. This goal will be met
in local communities throughout Michigan by:
•

•
•
•
•
•

Providing increased access to training and technical assistance
necessary to build the capacity of local nonprofits to meet their
communities' most pressing social, charitable, economic, cultural,
educational, faith-based, and civic needs;
Providing access to a strong and healthy Volunteer Center for
every resident;
Increasing grant opportunities for Volunteer Centers to engage
more citizens in volunteerism and service;
Increasing grant opportunities for service-learning programs to
engage more young people in service;
Maximizing state and federal government resources to empower
local communities to address their local challenges; and
Increasing the understanding and use of service-learning in the
work of community-based nonprofits, K -12 schoo Is and higher
education institutions.

CMA programs and services address four areas of need, which were identified
through a two-year planning process that engaged more than seventy executives
representing local nonprofit organizations. Those areas include Youth
Volunteerism, Community Volunteerisrn, Higher Education, and Training and
Technical Assistance.
More than seventy local nonprofit leaders from communities throughout
Michigan participated in a two-year planning process. Their charge was to create
a vision for their local communities by drawing upon their common experiences

�Mr. Elan Garonzik
Page 3
March 7, 2002

in the development of a statewide strategic plan that would have significant
impact and relevance at the local level. In their deliberations, planners considered
the following facts :
Overall Significance of Michigan's Volunteers

• Almost 90 percent of all charitable organizations, participating in Public
Sector Consultants' (PSC) 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 ofMichigan adults volunteered during
the past twelve months - the majority indicating they are volunteering more
hours annually than in the past.
• 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 Service-Learning

• 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 youth far exceeds its
availability.
• The percentage of students engaged in service-learning through institutions
of higher education has annually increased at a double-digit pace over the
past several years. Over 17 million hours of service were contributed by
undergraduates nation wide. As this trend continues, institutions of higher
education will require expanded support services such as those provided by
CMA to ensure the quality of service-learning programs.
• 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

�Mr. Elan Garonzik
Page 4
March 7, 2002

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.
• Family volunteerism is a growing trend as many families are looking for
opportunities to spend quality time together in service to their communities.
With the demand for quality family volunteer experiences increasing, local
nonprofit organizations need specialized training and technical assistance to
effectively serve this constituency.
The CMA endowment was created to provide resources for innovative
grantrnaking, program development, and operational costs. On an annual basis,
the endowment 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 CMA will continue to fundraise on a limited
basis. New dollars that CMA will seek on a limited basis will support new
program development versus operational costs. CMA 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.
Attached to this letter is a five year revenue and expense budget with a detailed
memorandum on the start up year and years 2002 through 2006.
Thank you for you consideration in this matter. Should you have any further
questions, please do not hesitate to contact me, Kyle Caldwell, Executive Director
of Michigan Community Service Commission or Sam Singh, President and CEO
of Michigan Nonprofit Association.

Enclosures
cc:
Kyle Caldwell, Michigan Community Service Commission
Sam Singh, Michigan Nonprofit Association

�CONNECTMICHIGAN ALLIANCE
5 YEAR BUDGET PROJECTION

ACCOUNT NAME

REVENUE
General Contributions
Interest and Dividends
Restricted Grants(new)
Unrestricted Grants(existg)
Program Fees
Membership Dues
Consulting
Sponsorships
Publications
Misc. Income
TOTAL

Start-up Year

Year Two

Year Three

Year Four

Year Five

2001-2002

2002-2003

2003-2004

2004-2005

2005-2006

Budget

Budget

Budget

Budget

Budget

0
384,000
206,315
54,930
41,250
123,250
5,975
5,000
2,000
0
$822,720

0
379,398
73,969
28,155
42,488
126,948
6,154
5,150
2,060
0
$664,321

0
635,107
116,188
0
43,762
130,756
6,339
5,305
2,122
0
$939,579

0
766,572
118,474
0
45,075
134,679
6,529
25,464
2,185
0
$1,098,978

0
913,763
122,028
0
46,427
138,719
6,725
26,228
2,251
0
$1,256,141

EXPENSE
Salaries
Benefits
liability Insurance
Contract Services
Office Supplies
Copying
Printing/Publishing
Su bscri ptions/Publ i cat.
Organization Dues
Postage/Shipping
Telephone/Fax
Technology Expenses
Furniture Equipment
Equipment Rental
Program Supplies
Occupancy
Bank/Investment Fees
Meetings
Travel
Program Grants
Miscellaneous

279,250
67,125
2,000
155,748
7,795
9,290
13,850
1,200
20,980
8,040
9,810
5,000
0
0
6,250
85,500
0
72,690
42,554
180,930
1,700

335,242
105,854
2,060
135,735
8,802
9,732
· 8,7oo
1,500
22,170
8,405
16,410
7,060
0
0
6,438
130,715
200
69,231
49,825
69,155
1,751

GRAND TOTAL- EXP.

$969,712

$988,984

REVENUE LESS EXP.

($146,992)1

($324,663)1

345,300
109,029
2,122
88,414
9,066
10,024
8,961
1,545
22,835
8,657
16,902
7,272
0
0
6,631
131,713 .
206
69,231
51,320
42,230
1,804
$933,261
$6,3181

427,659
132,224
2,385
123,066
10,438
10,625
10,430
1,591
23,520
9,117
18,409
7,490
0
0
6,830
131,713
212
69,231
52,909
43,497
1,858
$1,083,204
$15,7731

440,488
143,406
2,457
126,758
10,751
10,944
10,743
1,639
24,225
9,390
18,962
7,715
0
0
7,034
131,713
219
69,231
52,909
44,836
1,913
$1,115,334
$140,8071

�CONNECTMICHIGAN ALLIANCE
START-UP YEAR
2001-2002 PROJECTION

ACCOUNT NAME

Budget

REVENUE

General Contributions

0 No activity anticipated.

Interest and Dividends

384,000 Interest earned on the money market fund and endowment
fund. $531,000 was needed to balance the budget which is a
shortfall of $146,992.

Restricted Grants(new)

206,315 Grants that were awarded to Michigan Campus Compact and
Volunteer Centers ofMichigan.

Unrestricted Grants(existing)

54,930 Existing restricted grants for Michigan Campus Compact that
were operated under Michigan Nonprofit Association. The
grant funds were transferred to ConnectMichigan Alliance as
Temporarily Restricted Assets on the Statement of Financial
Position.

Program Fees

41,250 Fees anticipated for several programs and events that the
Michigan Campus Compact and Volunteer Centers of
Michigan have scheduled.

Membership Dues

123,250 Dues for membership to the Michigan Campus Compact and
Volunteer Centers ofMichigan.

Consulting

5,975 Consulting opportunities ·anticipated for the Volunteer Centers
ofMichigan Director.

Sponsorships

5,000 Sponsorship anticipated for the MCC programs and events.

Publications

2,000 Bookstore sales anticipated at the MCC Institute on Service
Learning.

Misc. Income

TOTAL

0 No activity anticipated.

$822,720

�CONNECTMICHIGAN ALLIANCE
START-UP YEAR
2001-2002 PROJECTION

ACCOUNT NAME

Budget

EXPENSES
Salaries

Benefits
Liability Insurance
Contract Services

279,250 Starting July of2001, 3 FTE's for MCC were transferred
from Michigan Nonprofit Association. On August 1st, an
Administrative Assistant and a VCM Director were hired.
On September 4 1h, President, John Lore, was hired. On
October 31, 2001, an Executive to the President was hired.
The total full-time employees for the 2001-2002 fiscal startup year is seven (7) FTE' s.
67,125 Benefits correspond with the costs associated with the
seven full-time employees.
2,000 Start-up insurance costs for equipment and furniture.
155,748

Several contracted services anticipated throughout start-up
year. These contracts consist of payroll, mail sorting, legal,
auditing, training, and MNA accounting and fundraising
serv1ces.

Office Supplies

7,795 Office supplies anticipated from August'Ol thru June'02 .

Copying

9,290 Copying costs anticipated from August'Ol thru June'02.

Printing/Publishing
Subscriptions/Publication

Organization Dues

13,850 Start-up printing costs for new location and the MCC ''New
Look".
1,200 Several subscriptions and publications from August'Ol thru
June'02.
20,980 $19,330 anticipated for the Campus Compact national fees
and other miscellaneous dues.

Postage/Shipping

8,040 Postage costs anticipated from August'Ol thru June'02.

Telephone/Fax

9,810 Telephone costs anticipated from September'Ol thru June'02.

Technology Expenses

5,000 Technology costs anticipated from September'Ol thru
June'02.

Furniture I Equipment
Program Supplies
Occupancy

0 No activity anticipated.
6,250

Supplies anticipated for several programs and events.

85,500 Occupancy costs anticipated from September'Ol thru June'02.

�CONNECTMICHIGAN ALLIANCE
START-UP YEAR
2001-2002 PROJECTION

ACCOUNT NAME

Bank/Investment Fees

Budget

0 No activity anticipated.

Meetings

72,690 Meeting room, food, speaker, and conference call costs for
several meetings and events scheduled throughout the year.

Travel

42,554 Travel accommodations, meals, mileage, transportation lease
or rental, airfare, tuition and other travel costs.

Program Grants

Miscellaneous
GRAND TOTAL- EXP.
REVENUE LESS EXP.

180,930 Several mini-grants awarded for members of Michigan
Campus Compact and Volunteer Centers of Michigan.

1,700 The cost of advertising for new employment opportunities.

------'---

$969,712

I ($146,992) I

�MEMORANDUM
TO:

Paul Lawler, Vice President and Chief Investment Officer
W. K. Kellogg Foundation

FROM:

Peggy Casale, Business Manager

DATE:

December 19,2001

RE:

ConnectMichigan Alliance 5 Year Budget Projection

5 YEAR BUDGET PROJECTION
The information below is an explanation of the budget projection for Fiscal Year Two "20022003" through Fiscal Year Five "2005-2006".

Revenue
General Contributions: No activity anticipated.
Interest and Dividends: Interest earned on the money market fund and endowment fund. In year
two (2), $714,787 was needed to balance the budget which is a shortfall of$324,663 . The budget
projection is favorable in years three through five.
Restricted Grants(new) : Various grant awards anticipated throughout each of the projected years
with a 3% increase from year to year.
Unrestricted Grants (existing): Remaining restricted grants for Michigan Campus Compact that
are transferred from the Temporarily Restricted Assets section of the Statement of Financial
Position as expenditures occur.
Program Fees: Fee revenue anticipated for several programs and events for the Michigan
Campus Compact and Volunteer Centers ofMichigan. The change from year to year is a 3%
increase for additional participation.
Membership Dues: Dues for membership to the Michigan Campus Compact and Volunteer
Centers of Michigan. The change from year to year is a 3% increase of additional recruitments.
Consulting: Consulting opportunities anticipated for The Volunteer Centers of Michigan
Director. The change from year to year is a 3% increase for additional opportunities.
Sponsorships: Sponsorship anticipated for the MCC programs and events. CMA anticipates
$20,000 in sponsors for the general budget in years four and five. The change from year to year
is a 3% increase in sponsors.
Publications: Bookstore sales anticipated at the MCC Institute on Service Learning and other
events. The change from year to year is a 3% increase for additional participation.
Miscellaneous Income: No activity anticipated.

�Expenses
Salaries: The start-up year ended with seven (7) FfE' s on staff. In July of the second year, a
full-time Special Events Coordinator is budgeted to start. Therefore, the second and third years
will be operated by eight (8) FfE's with a cost of living increase of3 % . In July of the fourth
year, a full-time Sp~cial Events Coordinator for the Detroit Area and an Administrative Assistant
is budgeted to start. This brings the total to ten (10) FfE's for the follrth and fifth years with a
cost of living increase of 3%.
Benefits: Benefits correspond with the salary costs associated with the full-time employees.
The benefits consist of health, dental, life, &amp; disability insurance, retirement, and employer
liability costs. A 20% increase on health insurance costs was budgeted in the second year.
Health insurance was budgeted to increase 15% for the remaining years.
Liability Insurance: Directors &amp; Officers liability insurance and general liability insurance with
a 3% increase from year to year.
Contract Services: Several contracted services are anticipated throughout each of the years.
Each year was budgeted with a 3% increase. These contracts consist of payroll, mail sorting,
legal, auditing, training and MNA accounting, fundraising, and technical services . The changes
from year to year are from the changes in MNA services. MNA is contacted to provide
accounting and fundraising services in the second year. The third year, MNA will provide
accounting and website services. In the fourth and fifth years, MNA will provide accounting,
website and administrative support services.
Office Supplies: Office supply costs anticipated with a 3% increase from year to year.
Additional costs anticipated the fourth year for the costs associated with the FfE in Detroit.
Copying: Copying costs anticipated with a 3% increase from year to year. Additional costs
anticipated the fourth year for the costs associated with the FfE in ~etroit.
Printing I Publications: Printing costs anticipated with a 3% increase from year to year.
Additional printing costs anticipated the fourth year for the costs associated with the FfE in
Detroit.
Subscriptions/Publications: Subscriptions and publications anticipated each year with a 3%
increase in costs.
Organization Dues: National Campus Comp·act and other miscellaneous dues anticipated with a
3% increase from year to year. The 3% increase is largely based on the Compact Compact
national fees associated with the Michigan Campus Compact membership recruitment.
Postage/Shipping: Postage and shipping costs anticipateQ with a 3% increase from year to year.
Additional costs anticipated the fourth year for the costs associated with the FfE in Detroit.
Telephone/Fax: Telephone costs anticipated each year with a 3% increase in costs. Additional
costs anticipated the fourth year for the costs associated with the FfE in Detroit.

�Technology Expenses: Internet services, computer hardware, software, and printer costs
anticipated with a 3% increase in costs each year.
Furniture/Equipment: No activity anticipated.
Program Supplies: Supplies anticipated for several programs and events with a 3% increase in
costs each year.
Occupancy: Occupancy leasing contract costs for the business address at 1048 Pierpont Street,
Suite 3, in Lansing, Michigan.
Bank/Investment Fees: Fees associated with banking and credit card transactions.
Meeting Expenses: Meeting room rental, meals, speaker, and conference call costs for several
meetings and events that are anticipated to continue each year.
Travel Expenses: Travel accommodations, meals, mileage, transportation lease or rental, airfare,
tuition and other travel cost with a 3% increase in the third and fourth years.
Program Grants: Several mini-grants awarded for members of the Michigan Campus Compact.
Miscellaneous: The cost of advertising for new employment opportunities and other unforeseen
costs.

�INTERNAL REVENUE SERVICE
P. 0. BOX 2508
CINCINNATI, OH 45201
Date:

JUN 0 6 2001

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 as
stated in your application for recognition of exemption, we have determined you
are exempt from federal income tax under section 50l(a) of the Internal Revenue
Code as an organization described in section 501(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 1n 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 advance
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 requirements of the applicable support test during the advance ruling period.
If you
establish that you have been a publicly supported or~anization, we will classify you as a section 509(a) (1) or 509(a) (2) organizat1on as long as you continue
to meet the requirements of the applicable support test.
If you do not meet
the public support requirements during the advance ruling per1od, we will
classify you as a private foundation for future periods. Also, if we classify
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 a
private foundation until 90 days after the end of your advance ruling period.
If you send us the reguired information within the 90 days, grantors and
contributors may cont1nue to rely on the advance determination until we make
Letter 1045 (DO/CG)

�-2-

CONNECTMICHIGAN ALLIANCE
a final determination of your foundation status.
If we publish a notice in the Internal Revenue Bulletin stating that we
will no longer treat you as a publicly supported organization, grantors and
contributors may not rely on this determination after the date we publish the
notice.
In addltion, if you lose your status as a publicly supported organization , and a grantor or contributor was responsible for, or was aware of, the
act or failure to act , that resulted in your loss of such status, that person
may not rely on this determination from the date of the act or failure to act.
Also, if a grantor or contributor learned that we had given notice that you
would be removed from c lassification as a publicly supported organization, then
that person may not rely on this determination as of the date he or she
acquired such knowledge.
If you change your sources of support, your purposes, character, or method
of operation , please let us know so we can consider the effect of the change on
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, 1984, you are liable for social security taxes under
the Federal Insurance Contributions Act on amounts of $100 or more you pay to
each of your employees during a calendar year. You are not liable for the tax
imposed under the Federal Unemployment Tax Act (FUTA) .
Organizati ons that are not private foundations are not subject to the private foundation excise taxes under Chapter 42 of the Internal Revenue Code.
However, you are not automatically exempt from other federal excise taxes . If
·you have any questions about excise, employment , or other federal taxes, please
let us know.
Donors may deduct contributions to you as ~rovided in section 170 of the
Internal Revenue Code. Be~ests, legacies, devlses, transfers, or gifts to you
or for your use are deductlble for Federal estate and gift tax purposes if they
meet the applic a ble provi sions of sections 2055, 2106, and 2522 of the Code.
Donors may deduct contributions to you only to the extent that their
contributions are gifts, with no consideration received. Ticket purchases and
similar payment s in conjunction with fundraising events may not necessarily
qualify as dedu ctible contributions, dependin$ on the circumstances. Revenue
Ruling 67-246, published in Cumulative Bulletln 1967-2, on page 104, gives
guidelines regarding when taxpayers may deduct payments for admission to, or
other participation in, f undraising activities for charity.
Contributions to you are deductible by donors beginning October 11,2000.
You are not required to file Form 990, Return of Organization Exempt From
Income Tax, if your gross recei~ts each year are normally $25,000 or less.
If
you receive a Form 990 package ln the mall, simply attach the label ~rovided,
check t he box in the heading to indicate that your annual gross recelpts are
normally $25,000 or less, and sign the return. Because you will be treated as
Letter 1045 (DO/CG)

�-3-

CONNECTMICHIGAN ALLIANCE
a public charity for return filing purposes during your entire advance ruling
period, you should file Form 990 for each year in ¥our advance ruling period
that you exceed the $25,000 filing threshold even Lf your sources of support
do not satisfy the public support test specified in the heading of this letter.
If a return is required, it must be filed by the 15th day of the fifth
month after the end of your annual accounting period. A penalty of $20 a day
is charged when a return is filed late, unless there is reasonable cause for
the delay. However, the maximum penalty charged cannot exceed $10,000 or
5 percent of your gross recei~ts for the year, whichever is less. For
organizations with gross rece1pts exceeding $1,000,000 in any year, the penalty
is $100 per day per return, unless there is reasonable cause for the delay.
The maximum penalty for an organization with gross receipts exceeding
$1,000,000 shall not exceed $50,000. This penalty may also be charged if a
return is not complete.
So, please be sure your return is complete before you
file it.
You are not required to file federal income tax returns unless you are
subject to the tax on unrelated business income under section 511 of the Code.
If you are subject to this tax, you must file an income tax return on Form
990-T , Exempt Organization Business Income 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, available 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 available for public inspection your exemption application,
any supporting documents, and your exemption letter. Copies of these
documents are also required to be provided to any individual upon written or in
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.
In accordance with section 508(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 501(c) (3) of the Code. To assure your continued
exemption, you should keep records to show that funds are spent only for those
purposes.
If you distribute funds to other organizations, your records should
show whether they are exempt under section 501(c) (3).
In cases where the
Letter 1045

(DO/CG)

�-4-

CONNECTMICHIGAN ALLIANCE
recipient organization is not exempt under section SOl(c) (3), you must have
evidence that the funds will remain dedicated to the required purposes and that
the recipient will use the funds for those purposes.
If you distribute funds to individuals, you should keep case histories
showing the recipients' names, 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 Revenue
Service any and all distributions you made to individuals.
(Revenue Ruling
56-304, C.B. 1956-2, page 306.)
If we said in the heading of this letter that an addendum applies,
addendum enclosed is an integral part of this letter.

the

Because this letter could help us resolve any questions about your exempt
status and foundation status, you should keep it 1n ·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 questions, 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 1045 (DO/CG)

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                    <text>ConnectMi higan
Campaign Tri-Chairs
Michelle Engler
Julie Fisher Citmmings
William C. Richardson

March 11, 2002

Mr. Kyle Caldwell
Executive Director
Michigan Community Service Commission
1048 Pierpont, Suite 4
Lansing, Michigan 48911
Dear Mr. Caldwell:
This letter is to request the authorization of match funds to be transferred to the
ConnectMichigan Alliance (CMA) Permanent Endowment housed at the Capital
Region Community Foundation. Per the attached letter, a $250,000 grant to
strengthen the infrastructure of volunteerism by supporting the fund development
capacity of a statewide organization to promote and increase the capacity for
volunteerism has been granted to CMA by the W.K. Kellogg Foundation.
Thank you for your action on this request.
Sir

Campaign Cabinet
Edward 0. Blews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richard Cole
Robert Collier
IVceta Delaney
David 0. Egner
Eric R. Gilbertson
Karla Hall
Dorothy A. Johnson
John Lore
Areiid D. Lubbers
Russell G. Mawby
Barbara Mieras
Andrea F. Newman
Juan Olivarez
Joel Orosz
Terry Pruitl
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarne
Kathryn Rossow
Peter Secehia
Diana Sieger
Glenn D. Steil
Judv Tvmowicz

S.Lore I
President and CEO

ConnectMichigan 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

�March 7, 2002

Dr. John S. Lore
President and CEO
ConnectMichigan Alliance
I 048 Pierpont, Suite 3
Lansing, MI 48911
Re:

Grant Reference No. P0095912 (Please refer to this nwnber on all
correspondence directed to the Kellogg Foundation concerning this grant.)

Dear Dr. Lore:
The W.K. Kellogg Foundation is pleased to inform you that it has approved a grant to
your organization of US$250,000 to strengthen the infrastructure of volunteerism in
Michigan by supporting the fund development capacity of a statewide organization to
promote and increase the capacity for volunteerism.
Your grant commitment is being processed and will be mailed, along with your check,
within the next few weeks. Enclosed are the Foundation' s Narrative Report Guidelines,
including the evaluation questions for this grant.

WK. KELLOGG
FOUNDATION
One Michigan
Avenue East
Battle Creek, Ml
49017-4058
USA
616-968-1 611
TDD on site
Facsimile: 616-968-041 3
www.wkkf. org

We believe it is important for you to acquaint the public with the project being funded
by this grant and encourage you to prepare a news release announcing this grant. If you
choose to do so, you may find the enclosed News Release Guidelines helpful.
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.

Christine M. Kwak
Program Director
Philanthropy and Volunteerism
Enclosures:

To help people
help themselves
through thepractical
application of knowledge
and resources to improve
their quality of life and
that of future generations

cr4· ···· ·

Narrative Report Guidelines
News,Release Guidelin~s .
._
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,

.• ~ · "...

I

~.

'

,_.:i

. •'.• .;'

...

, ;

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�</text>
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                    <text>ConnectMichigan Alliance Gift Snapshot

3/13/2002
Gifts and Pledges of $10,000 or more
W .K. Kellogg Foundation
Charles Stewart Mott Foundation
Herbert H. and Grace A. Dow Foundation
Ford Motor Company Fund
DTE Energy Foundation
Comerica
McGregor Fund
Community Foundation for Southeastern Michigan
Hudson-Webber Foundation
Peter D. and Julie F. Cummings
Fremont Community Foundation
Frey Foundation
Whitney Fund
Grand Rapids Community Foundation
Battle Creek Community Foundation
Russell G. Mawby
Capital Region Community Foundation
Secchia Family Foundation
Muskegon Community Foundation
Blue Cross Blue Shield of Michigan Foundation
Jackson Community Foundation
Assoc. of Independent Colleges and Universities of Michigan
Central Michigan University
Davenport University
Grand Valley State University
Michigan State University
Saginaw Valley State University
University of Michigan
Western Michigan University
Other Gifts

-

Amount
$1,250,000.00
$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
$100 ,000.00
$50,000.00
$50,000.00
$50 ,000.00
$50,000.00
$30,000.00
$30,000.00
$25,000.00
$25,000.00
$15,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000 .00
$10,000.00
$10,000.00
$10 ,000.00

TOTAL:

* Proposal sent: waiting for response
# Proposal sent: more information requested
@ Proposal in process : contact made
" Proposal in process : contact strategy in process

DaimlerChrysler Corporation *
General Motors Corporation *
Kresge Foundation *
Dow Chemical *
Dow Corning *
Fifth Third Bank *
Wege Foundation *
Gerstacker Foundation *
Peter Cook Foundation *
Meijer Corp *
Dick and Betsy DeVos Foundation "
Les Tassell *
McKinley Foundation "
Haworth Furniture *
Strosacker Foundation *
Gordon Food Service *
Knight Foundation "
Rotary Club Charities *
Rockford Construction Company *
Second Story Construction *
Community Foundation of Greater Flint*
FrederickS. Upton Foundation *

Amount

-

$1 ,000,000.00
$1 ,000,000.00
$1 ,000,000.00
$250,000 .00
$150 ,000.00
$150,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$50,000.00
$50,000 .00
$50,000.00
$50,000.00
$50,000 .00
$25,000.00
$25,000.00
$25,000.00
$15,000.00

-

Future Requests of $25,000 or more

$1 ,775,000.00

-

$132,660 .00
$5,757,660.00

Total :

Requests of $10,000 or more

Total :

$6,365,000.00
$12,122,660.00

Total gifts, pledges and requests if granted: $ 12,122,660.00

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                    <text>Memorandum
To:

John Lore

cc:

Kyle Caldwell, Mary Estrada, Sam Singh, Kate Sperti,

From: Tim Swope
Date: March 13, 2002
Re:

CMA Campaign - Southeastern Michigan Luncheon Action Plans

We have established the following action plans for the CMA luncheon for corporate
executives representing corporations with the capacity to make/pledge gifts of $50,000 or
more (could be over multiple years).
Objectives
1 . Select date and secure
location

2. Invite CEOs

3. Facilitate RSVP process

Action Plans
1-A. Coordinate May dates for M &amp;
JE
1-B. Coordinate May dates for J &amp;
PC
1-C. Secure luncheon location
(DAC), facilitate logistics

Staff
1-A. Mary E
2-B. JSL
1-C. KS

2-A. Review CEO list with J &amp; PC
2-B. Draft invitation letter for J &amp;
PC
2-C. Review invitation letter with J &amp;
PC
2-D. Issue invitations to CEO list

2-A. JSL
2-B. TS

3-A. Compile guest list

3-A. KS

3-B. Compile negative RSVP list

3-B. KS

3-C. Conduct RSVP reminder call

3-C. KS

2-C. JSL
2-D. KS

�4. Develop solicitation
Materials

5. Manage hospitality
logistics for luncheon

4-A. Prepare a proposal with a
specific request for each
luncheon attendee
4-B. Prepare sealed campaign packet
for each luncheon attendee
(include proposal)
5-A. Review guest list with J &amp; PC
and make seating arrangements
5-B. Create name tags and place tags
for attendees
5-C. Direct room logistics for
luncheon

4-A. TS
4-B. KS

5-A. JSL
5-B. KS
5-C. KS

6. Follow-up with luncheon 6-A. Draft follow up letters for M &amp;
attendees
JE and J &amp; PC (issued within
one week of luncheon), one
letter for attendees and one for
non-attendees
6-B. Review follow up letters w/ ME
andJC
6-C. Revise and issue letters

6-A. TS

6-D. Draft 2nd follow up letters for
JSL (to be issued 2-3 weeks
after 1st follow-up letter if no
response has been received)
6-E. Review follow up letters w/JSL

6-D. TS

6-F. Revise and issue letters

6-F. KS

7. Manage information

6-B. KS
6-C. KS

6-E. KS

7-A. Track responses and notify M &amp; 7-A. KS
JE and J &amp; PC

I will provide weekly updates and reminders throughout the process.

�</text>
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                    <text>C onnec tMy^higan
ConnectMichigan Alliance Impact on Michigan

Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cumniings

Summary

William C. Richardson

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

•

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

In creating CMA, the four founding partners, MCC, MCSC, MNA and
VCM, have created a synergistic application of their services that results in a
seamless delivery of support services and programs to volunteer and
service-learning initiatives throughout the state. While MNA and MCSC
will remain separate entities, they will share a central location with CMA,
which will reduce administrative expenses and duplication of services. This
arrangement, which is modeled after successful reorganization strategies in
the private-for-profit sector, enhances technological capacity and customer
service models of the partners.

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

CMA is a statewide initiative. The state of Michigan provided a $10 million
challenge grant ($1: $1) toward this initiative. The C. S. Mott Foundation
and the W. K. Kellogg Foundation each responded to the challenge with
lead gifts of $1 million. As of March of 2002, more than $5 million has
been secured either through one time gifts, or multiple year pledges.

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

�What will be the impact?
The primary goal of the ConnectMichigan Alliance is to do more for Michigan's
volunteers by bringing together the assets, energies and expertise of the state's largest
statewide volunteer support organizations and focus their resources, technical assistance
and awareness-raising tools on the good work of those who give. We know the
challenges communities face—capacity, access, financial support and leadership above all.
We know what to do to have a positive impact—build opportunities, provide knowledge
and support, recruit the right people and encourage long-term commitments. Now we
need to act. Here's how:

Challenge:

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

CMA Goal:

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

Method:

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

Impact:

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

Challenge:

Volunteer Centers have limited access to fund advancement
professionals.

Goal:
Centers

Increase Long-term Financial Capacity of Local Volunteer

Method:

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

Impact:

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

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�Challenge:

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

Goal:

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

Method:

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

Impact:

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

Challenge:

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

Goal:

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

Method:

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

Impact:

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

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�Challenge:

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

Goal:

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

Method:

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

Impact:

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

Challenge:

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

Goal:

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

Method:

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

Impact:

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

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�Challenge:

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

Goal:

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

Method:

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

Impact:

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

Challenge:

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

Goal:

Increase Visibility of the Positive Impacts of ServiceLearning, Civic Engagement and Volunteerism

Method:

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

Impact:

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

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�3/14/2002

The ConnectMichigan Alliance Campaign
A Case for Support

"Ensuring Michigan's Legacy of Volunteerism"
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. Once the campaign is completed, the ConnectMichigan Alliance begins to achieve
its goal of providing avenues for every Michigan citizen to serve their community through
volunteer service and civic action. This goal is met by:
•
•
•
•

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

"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. Romnej, 1907-1995

Governor Romney's words ring as true today as ever before. Volunteers and the positive
impact they have on our communities can change the way we live. But what maintains the
momentum for our volunteers? What supports their work and recognizes their efforts?
What encourages all people to give their time, talents and resources to communities? The
answer in Michigan is clear: Michigan has a proud tradition of supporting volunteer efforts
through what we commonly call our nonprofit infrastructure.
The Alliance: Genuine Collaboration
Separate, but working in collaboration, these organizations have combined to build a
powerful force for volunteerism in Michigan. Major components of the Alliance
infrastructure include:
•

Michigan Campus Compact - an association of 33 colleges and universities that
have joined a compact that works to instill an ethic of service-learning and civic
action in the college students of today;

�•

•

•

Michigan Community Service Commission - a governmental body that promotes
service and volunteerism by leveraging state and federal funds to support and
recognize local volunteer efforts;
Michigan Nonprofit Association - an association for nonprofits to give voice and
build capacity of the vast array of the state's nonprofit organizations and the
constituents they serve; and
Volunteer Centers of Michigan - a statewide network of volunteer centers
helping local communities solve community problems by matching volunteers
with volunteer opportunities.

In October of 2000, these partnering organizations (MCC, MCSC, MNA &amp; VCM)
committed to build a permanent infrastructure for volunteers in Michigan by forming the
ConnectMichigan Alliance. The ConnectMichigan Alliance combines the leadership and
resources of the four partnering organizations for the good of the volunteerism field. Never
before has such a diverse and powerful partnership been formed on a statewide level. This
innovative partnership leverages additional financial and human resources; reduces
duplication of efforts; creates a seamless support structure for Michigan's volunteers;
establishes new programs and initiatives; and eliminates wasteful expenditures of vital
resources. The ConnectMichigan Alliance continues one of the states most powerful
legacies - service and volunteerism.
The Campaign
Sustaining and strengthening these assets is the purpose of the ConnectMichigan Alliance
and the goal of the ConnectMichigan Alliance Campaign. At the completion of the
campaign, the ConnectMichigan Alliance will be supported by a $20 million endowment that
was created in an extraordinary way. In June 2000, Governor John Engler signed into law a
bill providing a challenge grant to build the ConnectMichigan Alliance Endowment. This
grant provides up to $10 million that must be matched on a one dollar for one dollar basis
by the private sector no kter than November of 2002. The ConnectMichigan Alliance
Endowment represents an unprecedented public/private partnership that truly builds a longterm support mechanism for Michigan's volunteers.
The Leadership
The creation of the ConnectMichigan Alliance Campaign Leadership demonstrates the scope
and depth of the ethic of service and volunteerism in Michigan. As we all know, community
service and volunteerism realize their greatest potential when they become vehicles to
connect people of differing and unique backgrounds to solve problems. Hence, the
ConnectMichigan Alliance Campaign is supported and spear-headed by over 30 leaders from
the philanthropic community, government, corporate sector and individuals concerned
about supporting Michigan's volunteers. Michelle Engler, Michigan Community Service
Commission; Julie Fisher-Cummings, Lovelight Foundation; and William Richardson, W. K.
Kellogg Foundation provide leadership as the chairs of this blue-ribbon committee.

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�The Call to Action
The ConnectMichigan Alliance will significantly strengthen efforts on behalf of thousands of
nonprofit organizations working to improve the quality of life in communities throughout
the state. This important alliance sustains state-level volunteer and service efforts. It is a
partnership that will ensure the long-term success of vital programs in a way not possible
without the alliance.
The largest challenge each of the individual founding partners of the ConnectMichigan
Alliance face is sustainability — how to provide effective and essential services and maintain
their capacity to serve Michigan's citizens. Annual fundraising and constant budget cuts take
away from the quality of support these organizations provide. In order to become stronger
support agents of local change these groups need a powerful statewide network to provide
resources, guidance and technical assistance whenever Michigan volunteers need them.
As you have read, the current goal is to secure $20 million in endowment funds from two
funding sources. The state of Michigan has challenged the private sector to match a $10
million challenge grant on a one dollar for one dollar basis, before November of 2002, for
the purpose of creating an endowment that will continue the commitment to Michigan's
volunteers into perpetuity. The endowment provides resources necessary to sustain the
current level of quality service and programming as well as enhance and expand new and
existing community and statewide programs.
We have a unique and unprecedented opportunity to enhance the quality of life in
communities throughout the state of Michigan and leave a legacy of volunteerism, servicelearning and civic engagement that will benefit generations to come. Now is the time to
shape the future of Michigan's volunteers and those they serve.

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�Putting it All in Context
Mission: The ConnectMichigan Alliance promotes life-long community service and civic
engagement through the support of community-building initiatives and strengthens the
point of connection between those who want to help and those who need assistance.

Rationale and Legacy
Service: The Thread that Connects our Communities
Individuals and communities, all around, constantly remind us that their challenges can often be
traced back to how and whether individuals connect. In fact, it is this same "disconnectedness" that
allows us to turn a blind eye to challenges within our community. Neighbor not understanding
neighbor, adults not understanding children, places of worship not tolerating other places of
worship and cultures not embracing other cultures are all fed by our inability to connect. It is the
ease with which we leave our homes in the morning and return in the evening, having never
interacted with members of our community, which promotes our sequestering.
And yet, how many of us wish that we'd hear some "good news" about our communities for a
change? There are an abundance of stories on the evening news about shootings at schools, neglect
of the elderly and prevailing theft in our neighborhoods. However, there are equally compelling
examples of our ability to reconnect individuals in communities through service to others that we do
not hear.
More than 80 percent of Americans agree, disconnection is an underlying characteristic of many of
our social problems. And more than 90 percent of Americans believe that connecting with others
and working together through volunteer service can bridge the differences that separate people and
help solve community problems.
Concerned citizens joining forces can reclaim their neighborhoods, shepard their children, protect
their elders, teach their peers, and for all intensive purposes change the world. A visit to the Points
of Light Foundation's web site (www.pointsoflight.orgX introduces you to daily Points of Light
where everyday people are giving of themselves to create positive change where it is needed. There
are many Michiganians in that proud company, lending support to our long-held belief that our state
is a pkce of caring and compassion.

ConnectMichigan Alliance: Tying Communities Together
While much time is spent focusing on the "disconnect" of individuals from society in general, the
ConnectMichigan Alliance addresses the disconnect on a different level — the detachment of those
who want to be involved from those who need assistance.
Our Mission is to promote life-long community service and civic engagement through the support
of community-building initiatives.
Our Goal is to ensure that any citizen who wishes to be involved has the opportunity to do so.

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�Our Vision is that community service, volunteerism and civic engagement become engrained in the
human ethic, and that it becomes so integral to our culture that it does not need a measure of
distinction.
While this initiative may be considered lofty, ambitious and idealistic, it should also be considered
necessary and entirely possible.
"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,"
said the late Governor George W. Romney.
Michigan leaders have long envisioned volunteerism as an important support system for services and
programs helping people throughout the state. This vision was exemplified by Governor Romney's
passion for community that made him a very effective leader and citizen.
Governor Romney declared, "The most powerful problem-solving force on earth is the organized
voluntary cooperation of a free people."
The governor was recognized nationally as a leader in the volunteer movement. He was the founder
of the National Volunteer Center, served as a founding trustee of the Points of Light Foundation
and the Michigan Nonprofit Association. Governor Romney also led the development of a number
of community volunteer centers in Michigan. The vision and work of the late governor is the
foundation on which Michigan has built an infrastructure to connect neighborhoods, communities,
institutions and the state in volunteer service.
Creating Connections Through Community Service
The four organizations included in this new partnership, promoting statewide civic responsibility,
currently provide programs and services that are the foundation of the ConnectMichigan Alliance:
Michigan Campus Compact Connecting college students with their communities through
community service, service-learning and civic engagement.
Mission: Michigan Campus Compact (MCC) is a coalition of Michigan's university and college
presidents whose purpose is to facilitate, on their campuses, a commitment to community service
that will lead students to develop a life-long service ethic and will promote service-learning in the
curriculum.
Description: MCC is an association of 33 Michigan colleges and universities that promotes
citizenship and civic responsibility for students, staff, faculty and campuses by encouraging service
experiences for students.
These experiences lay the foundation for a lifelong ethic of community service and civic
responsibility. Students learn to reflect critically on the world around them, learn the power of their
education and take an active role in their community by becoming directly involved with social
problems and their solutions.

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�Founded in 1989 as one of the first state campus compacts, MCC began as a president's based
demonstration project funded by the W.K. Kellogg Foundation. Initially, nine college and university
presidents joined the Compact. However, MCC has grown to 33 members because of its success at
serving young people, retaining existing members and attracting new campuses. Today, programs
such as MCC's venture grants, recognition awards for students and faculty, training and leadership
development continue to provide and expand volunteerism and civic action among college students
and dieir campus communities. These activities legitimize and honor campuses, as well as prepare
students and faculty to become more civically engaged in their communities and diroughout the
state.
Volunteer Centers of Michigan: Creating Opportunities for Local Community Connections
Mission: Volunteer Centers of Michigan (VCM) is dedicated to mobilizing people and resources to
deliver creative solutions to community problems.
Description: VCM is part of the Volunteer Center National Network, working in partnership with
the Points of Light Foundation to meet volunteer needs in 450 communities nationwide. VCM is
recognized as a national leader in the volunteerism movement and was die first to hire a full-time
staff. The organization achieves its mission by offering programs and services that connect people
with opportunities to serve, building capacity for effective local volunteering, promoting
volunteerism and participating in strategic initiatives that mobilize volunteers to meet local needs.
VCM has 34 local community volunteer centers with many more in development. These local
programs impact volunteers by providing them widi volunteer opportunities matched widi their skill
and interest level. The local centers also impact nonprofits by providing diem with appropriate
volunteers for their tasks. In fact, volunteer centers are evolving in their attempts to create
meaningful community change by focusing dieir efforts around four core competencies:
1. Connecting people widi opportunities to serve (serves full community by maintaining
accurate and timely information);
2. Building the capacity for effective local volunteering (training, technical assistance and
support to local nonprofits);
3. Promoting volunteerism (recruitment and recognition activities); and
4. Participating in strategic initiatives (community problem-solving).
The statewide Volunteer Centers of Michigan provides technical assistance to local volunteer centers
through retreats; training; funding; and consultation to strengtiien dieir capacity to provide
meaningful volunteer opportunities to their communities.
Michigan Nonprofit Association: Increasing Nonprofit Capacity to Maximize Community
Connections
Mission: The Michigan Nonprofit Association's (MNA) mission is to promote the awareness and
effectiveness of Michigan's nonprofit sector, and to advance die cause of volunteerism and
philanthropy in the state.
Description: MNA represents and serves nonprofits located in rural, suburban and metropolitan
areas throughout Michigan. The membership of MNA believes that strong and vital nonprofits are
essential in building and maintaining healdiy and vibrant communities.

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�Funded in part by the W. K. Kellogg Foundation and the C.S. Mott Foundation, MNA provides
services and technical assistance to its members. Services provided include conferences and trainings
designed to build organizational capacity, cost-effective insurance coverage for nonprofit
organizations and employees, public policy updates, mini-grant funding to support volunteerism and
discounts on a variety of publications.
Founded in 1990, MNA has grown to 600 members who represent every part of the state as well as
the great diversity of the sector. MNA is not only an important advocate for the nonprofit sector, it
also acts as a clearinghouse where member organizations can share information, regardless of the
barriers of distance or financial resources.
The Michigan Community Service Commission: Encouraging Community Connections to
Find Community Solutions
Mission: The Michigan Community Service Commission (MCSC) is dedicated to enabling all
citizens, including youth, to engage in public problem solving through service and volunteerism.
Description: Governor Engler created MCSC in 1991 by Executive Order. The organization serves
as a Grantmaker for local programs, administers national service programs including Learn and
Serve programs and provides training for grantees.
Among the organization's programs and services is America's Promise: The Alliance for Youth. Led
by General Colin Powell since 1997, it is the goal of America's Promise to recruit youth volunteers
and provide America's youth with the essential resources to become healthy and productive adults.
Michigan's Promise is the state's response to the national America's Promise effort. Launched in
1997, the Michigan's Promise promotes services for children.
MCSC also administers Make A Difference Day in Michigan. It is a day when friends, relatives,
neighbors and co-workers join with nonprofits, schools, local business and service organizations to
take part in projects to better their communities.
Michigan's Model: ConnectMichigao Alliati^
The ConnectMichigan Alliance will be funded, in large part, by an endowment created to ensure
long-term sustainability while supporting the development of new and innovative programs to
promote volunteerism and service-learning throughout Michigan. The ConnectMichigan Alliance
vision is to secure $20 million in endowment funds from two funding streams. The state of
Michigan has challenged the private sector to match $10 million, one dollar for one dollar, to initiate
an endowment to continue Michigan's commitment to community service in perpetuity. The
endowment will provide the funds necessary to sustain administration; services and programming at
their current level; to enhance and expand current programs and services; and to develop new and
innovative programs.
In a recently completed visioning process, opportunities were identified to further the support and
promotion of volunteerism and service throughout Michigan. Two priorities were established for the
ConnectMichigan Alliance:

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�1. The ConnectMichigan Alliance increases the organizational capacities of existing statewide
volunteer, community service, civic engagement and service-learning infrastructure
organizations and local organizations as they work together to address the increasing need
for Michigan residents to have accessible opportunities to reconnect or remain connected
with other individuals in their communities; and
2. The ConnectMichigan Alliance further reduces duplication of effort (a process begun in
1995), creating a sustainable annual support system for existing and developing volunteer
and service-learning initiatives on both the state and local levels and preparing Michigan for
potential changes in federal programs that support volunteerism and service-learning.
Public Education Campaign
The ConnectMichigan Alliance educates Michigan residents through the development and
implementation of statewide public education campaigns in partnership with state and local
organizations. Public education initiatives will be comprehensive in nature with an emphasis on
identifying issues and opportunities, and recognition efforts on the part of individuals and
organizations throughout the state.
Resource Development
The ConnectMichigan Alliance enhances and expands the training and technical assistance capacities
of both MCC and VCM. The ConnectMichigan Alliance provides expanded resources in the form of
grants to local initiatives. The ConnectMichigan Alliance also develops a broad range of resource
material for local communities in the areas of volunteer development, service-learning programming,
establishing and nurturing collaborative efforts, and managing statistical and volunteer management.
Strengthen Infrastructures
Increased capacity enables the ConnectMichigan Alliance to enhance and expand existing MCC and
VCM program and services; including grantmaking to local volunteer centers, institutions of higher
learning and local initiatives; enhancing the technological capacity of volunteer and service-learning
initiatives throughout the state; and providing opportunities for young people and families by
developing and implementing grant opportunities for youth initiatives.
The ConnectMichigan Alliance reduces administrative overhead and duplication in existing statewide
volunteer and service-learning initiatives. For the first time, statewide volunteer and service-learning
programs and services for people of all ages will be housed under one roof - - under one
administration.
Network Development
The current state of disconnectedness is not limited to individuals. The ConnectMichigan Alliance
continues and expands existing networks that support association discussion and training covering a
broad base of topics that rekte to all organizations utilizing volunteers and conducting servicelearning initiatives. Network discussion also facilitates the dialogue and development of training,
workshops and conferences focusing on specialized needs of local and regional organizations.

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�Another area of focus for the ConnectMichigan Alliance is research and development of corporate
volunteer councils and statewide networks that support them.
Mobilization of People
Improving connection within communities throughout Michigan is the strategy that achieves the
ultimate goal of the ConnectMichigan Alliance. The strategy builds upon existing initiatives
including 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 are structured to engage entire communities in meaningful activities
designed to promote continued civic engagement and connectedness.

Conclusion
The leadership of Michigan envisions a day when individuals work with neighbors to solve some of
the challenges facing their community. To help end the disconnectedness felt by many in this state,
everyone from the young to the elderly must have opportunities to participate in service-learning
and volunteerism.
When people work together, they begin to work through differences and begin to build the shared
understanding that exists in resolving conflicts. By spanning the continuum of age, race, religion and
income level the ConnectMichigan Alliance will continue to strengthen our heritage and history,
creating a solution to the disconnect felt by so many in our society.
These challenging times demand that an organization step forward and provide the leadership to
initate a new level of engagement — that organization is the ConnectMichigan Alliance.

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�ConnectMichigan Alliance Governance
The ConnectMichigan Alliance is governed by a twenty member Board of Trustees. Each of
the four founding organizations, Michigan Community Service Commission, Michigan
Campus Compact, Michigan Nonprofit Association and the Volunteer Centers has three
permanent seats that are selected by their membership. CMA Bylaws provide for six atlarge seats to be filled by the Board of Trustees on staggered three-year terms. The CEO of
the Michigan Nonprofit Association and the Executive Director of the Michigan Community
Service Commission serve as non-voting ex-officio Trustees. The ConnectMichigan
Alliance is committed to having a diverse board representing the diversity of regions,
ethnicities and organizational types found in Michigan's volunteer community.
ConnectMichigan Alliance Board of Trustees
2001-2002
Dr. Edward O. Blews, Jr.
President
Association of Independent Colleges &amp;
Universities of Michigan
Carolyn Bloodworth
Secretary/Treasurer
Consumers Energy Foundation
Nonie Brennan
Executive Director
Battle Creek Information and
Volunteer Services, Inc.
Kyle Caldwell*
Executive Director
Michigan Community Service Commission
Virgil CanPresident and CPO
United Way Community Services
Julie Fisher Cummings
President and Founder
Lovelight Foundation
Thomas Dolan
Director of Curriculum
Romulus Public Schools

Michelle Engler
First Lady
State of Michigan
tRegina Fortushniak
Sophomore
Madonna University
Dr. Eric R. Gilbertson
President
Saginaw Valley State University
Dorothy Johnson
President Emeritus
Council of Michigan Foundations
Dr. Barbara Mieras
President
Davenport University - Western Region
Theresa Nelson
Director
Retired Senior Volunteer Program,
Escanaba
Dr. Juan Olivarez
President
Grand Rapids Community College

�ConnectMichigan Alliance Board of Trustees
2001-2002
Anne Rosewarne
President
Michigan Health Council

Sam Singh*
President and CEO
Michigan Nonprofit Association

Terry Pruitt
Manager, State Public Affairs
Dow Coming Corporation

ffAllison Treppa
Senior
Eastern Michigan University

Kathy Rossow
Executive Director
Volunteer Center of Southwestern MI

Dale Weighill
Executive Director
Resource Center of Flint
-f-fYouth Representative
•(•Alternate Youth Representative
*Ex-Officio Non-voting Representative

�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
George W. Romney Building, 4th Floor
111S. Capitol Avenue
Lansing, MI 48913
Tel (517) 373-3400
Fax (517) 241-0863

Dr. William C. Richardson
Chief Executive Officer
W.K. Kellogg Foundation
One Michigan Avenue E.
Batde Creek, MI 49017
Tel (616) 969-2153
Fax (616) 969-2118
Email: william.richardson@wkkf.org

Ms. Julie Fisher Cummings
President &amp; Co-Founder
Lovelight Foundation
3011 West Grand Boulevard
Suite 2405
Detroit, MI 48220
Tel (313) 874-2100
Fax (313) 874-2338

Cabinet Members
Dr. Edward O. Blews, Jr.
President
Association of Independent Colleges &amp;
Universities of Michigan
650 Michigan National Tower
Lansing, MI 48933
Tel (517) 372-9160
Fax (517) 372-9165
Email: blewse@aol.com
Ms. Carolyn Bloodworth
Secretary/Treasurer
Consumers Energy Foundation
212 W. Michigan Avenue
Jackson, MI 49201
Tel (517) 788-0432
Fax (517) 788-2281
Email: cbloodworth@cmsenergy.com

Ms. Nonie Brennan
Director
Volunteer Center of Battle Creek
34 W. Jackson Street, Ste. 4A
Batde Creek, MI 49017
Tel (616) 966-4189
Fax (616) 966-4194
Email: nonie@volcenterbc.org
Dr. Stanley P. Caine
President
Adrian College
110 S.Madison Street
Adrian, MI 49221
Tel (517) 265-5161 x 4301
Fax (517) 264-3331
Email: scainefojadrian. cdu

�Dr. Richard Cole, Ph.D
Senior Vice President
Blue Cross Blue Shield
600 LaFayette East, Suite 0232
Detroit, MI 48226
Tel (313) 225-7250
Fax (313) 225-8112
Email: Rcole@BCBSM.com
Ms. Neeta Delaney
President
The Jackson County Community
Foundation
230 W. Michigan Avenue
Jackson, MI 49201
Tel (517) 787-1321
Fax (517) 787-4333
Email: nmdelanev@jacksoncf.org
Mr. David O. Egner
President
Hudson-Webber Foundation
333 W. Fort Street
Suite 1310
Detroit, MI 48226
Tel (313) 963-7777
Fax (313) 963-2818
degner@vovager.net
Dr. Eric R. Gilbertson
President
President's Office
Saginaw Valley State University
349 Wickes, 7400 Bay Road
University Center, MI 48710
Tel (517) 790-4041
Fax (517) 790-1314
Email: erg@svsu.edu
Ms. Karla Hall
Director/Secretary
Detroit Edison Foundation
2000 Second Avenue, 1046 WCB
Detroit, MI 48226
Tel (313) 235-9271
Fax (313) 235-0285
hallk@dteenergy.com

Ms. Dorothy A. Johnson
President Emeritus
Council of Michigan Foundations
c/o Ahlburg Company
41 Washington Avenue, Suite 347
Grand Haven, MI 49417
Tel (616) 847-6881
Fax (616) 847-6882
Email: daj@alilburg.com
Dr. John Lore
President and CEO
ConnectMichigan Alliance
1048 Pierpont, Suite 3
Lansing, MI 48911
Tel (517) 492-2440
Fax (517)492-2444
Email: lore)ohn@msu.edu
Dr. Arend D. Lubbers
President
Grand Valley State University
One Campus Drive
Allendale, MI 49401
Tel (616) 895-2182
Fax (616) 895-3503
Email: lubbersd@!gvsu.cdu
Dr. Russell G. Mawby
Chairman Emeritus
W.K. Kellogg Foundation
8400 North 39th Street
Augusta, MI 49012
Tel (616) 731-4638
Fax (616) 731-5914
Dr. Barbara Mieras
President
Davenport University - Western Region
415 E. Fulton Street
Grand Rapids, MI 49503
Tel (616) 732-1084
Fax (616) 732-1169
Email: bmieras@davenport.cdu

�Ms. Andrea F. Newman
Vice President, State and Local Affairs
Northwest Airlines
Detroit Metro Airport
North Terminal - Mezzanine
Detroit, MI 48242
Tel (734) 955-3428
Fax (734) 955-3416
Email: afisnew@n\va .com
Dr. Juan Olivarez
President
Grand Rapids Community College
143 Bostwick Avenue, NE
Grand Rapids, MI 49503
Tel (616) 234-3901
Fax (616) 234-3907
Email: iolivarez@grcc.cc.mi.us

Dr. Joel Orosz
Program Director
W.K.. Kellogg Foundation
One Michigan Avenue
Battle Creek, MI 49017
Tel (616) 969-2306
Fax (616) 969-2693
Email: )oel.oros2@wkkf.org
Mr. Terry Pruitt
Manager, State Public Affairs
Dow Corning Corporation
2200 W. Salzburg Road
Midland, MI 48686
Tel (517) 496-8827
Fax (517) 496-1657
t.pruitt@dowcorning.com
Ms. Judith Ann Rapanos
Midland Center for the Arts
1012 West Sugnet
Midland, MI 48640
Tel (517) 631-2544
Fax (517) 631-4235
Email: jrap442847@aol.com

Ms. Patricia Reynolds
President
Capital Region Community Foundation
6035 Executive Drive, Suite 104
Lansing, MI 48901
Tel (517) 272-2870
Fax (517) 272-2871
Email: crcf2@mindspring.com
Ms. Anne Rosewarne
President
Michigan Health Council
2410 Woodlake Road, Suite 440
Okemos, MI 48864-3997
Tel (517) 347-3332
Fax (517) 347-4096
Email: anne@mhc.org
Ms. Kathryn Rossow
Executive Director
Volunteer Center of Southwest Michigan
1213 Oak Street
Niles, MI 49120
Tel (616) 683-5464, ext. 5
Fax (616) 683-1220
Email: volunteercenter@qtm.net
Honorable Peter Secchia
Universal Forest Products
2801 E. Beltline, NE
Grand Rapids, MI 49525
psecchia@compuserve.com
Ms. Dkna Sieger
President
Grand Rapids Community Foundation
208-C Waters Building
161 Ottawa Avenue, NW
Grand Rapids, MI 49503
Tel (616) 454-1751
Fax (616) 454-6455
dsieger(S&gt;grfoundation.org

�Honorable Glenn D. Steil
State Senator
Post Office Box 30036
1020 Farnum Building
Lansing, MI 48909-7536
Tel (517) 373-1801
Fax (517) 373-5801
SenGStcil@senatc.state.mi.us

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Statement of Financial Activities
March 31, 2002
ConnectMichigan Alliance Endowment Fund

BEGINNING BALANCE 11112002
ADDITIONS:
Gifts-Principal
Pledge Gifts-Principal
Realized Gain on Investments
Unrealized Gain on Investments
Interest Income on Investments
Total Additions

$ 10,343,908.79

102,215 .00
100,000.00
13,743.16
(112,304.92)
75 ,761.24
179,414.48

DISTRIBUTIONS AND EXPENSES:
Grants
Foundation Administrative Fees
Total Distributions and Expenses
Transfer from MCSC Challenge Fund

1,250,000.00

l'·i'ET CHANGE IN BALANCE

1,429,414.48

ENDING BALANCE 3/31/2002

..
~:~:~

$ 11,773,323 .27

�Capital Region Community Foundation
Statement of Financial Activities
March 31, 2002
MCSC - Challenge Fund

BEGINNING BALANCE 11112002
ADDITIONS:
Interest Income on Investments
Total Additions
DISTRIBUTIONS AND EXPENSES :
Grants
Foundation Administrative Fees
Total Distributions and Expenses

$ 4,284,607 73
0

21 ,342.33
21 ,342.33

128,291.00
128,291 .00

Transfer to CMA Endowment Fund

(1 ,250,000.00)

NET CHANGE IN BALANCE

(1 ,356,948.67)

ENDING BALANCE 3/3112002

$ 2,927,659.06

This fund was established for the $10,000,000 State of Michigan
Challenge Grant to be transferred to the ConnectMichigan Alliance
Endowment Fund as matching contributions are raised. Release of
dollars from this fund is at the direction of the Executive Director of
' .Micbig&amp;n Cormrtlmity Servite Co:ti".m.ission who is listed as the .Grant
Administrator in the grant contract with the State of Michigan.

..
~:~~~

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                    <text>CORPORATION
FOR NATIONAL
0S E R V I C E

March 25, 2002

Mr. John S. Lore
President and CEO
Connect Michigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear Mr. Lore:
Thanks so much for your letter of March 5. I am glad my comments at the Connect
America retreat were useful to you. I enjoyed having the opportunity to be there and hear the
thoughts (and questions) you and your colleagues had.
In regard to the recommendations you sent me, I think you will see, when the principles
of the Citizen Service Act of 2002 are released shortly, that we are heading in exactly the same
direction. I cannot speak for Citizen Corps, but I know that my colleagues who are involved
with it also recognize the crucial role state and local communities have to play in defining
"homeland security." I will pass your paper along to them.
Since ely,

^eslie Lenkowsky
Chief Executive Officer

NATIONAL SERVICE: GETTING THINGS DONE
AmeriCorps • Leam and Serve America • National Senior Service Corps

1201 New York Avenue, N.W. • Washington, D.C. 20525
telephone: 202-606-5000 • website: www.nationalservice.org

�CORPORATION
FOR NATIONAL
SERVICE

March 18, 2002

John Lore
President and CEO
ConnectMichigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear John:
I appreciate your letter regarding my remarks at the Connect America Retreat; it was a
pleasure to be invited.
In addition, thank you for your suggestions and recommendations on ways that local
communities and states can help to advance the President's call to service. I have shared these
suggestions with my colleagues at the USA Freedom Corps office.
I appreciate your support of the programs at the Corporation for National and Community
Service and your advice for strengthening national service.
Sirtcerely,

Leslie Lenkowsky
Chief Executive Officer
cc:

John Bridgeland
Rhonda Taylor

NATIONAL SERVICE: GETTING THINGS DONE

fm

1201 New York Avenue, N.W. • Washington, D C 20525

AmeriCorps • Learnand Serve America • National Senior Service Corps

III

telephone: 202-606-5000 • Website: WWW.nationalservice.org

�</text>
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                    <text>CHARLES STEWART
MOTT FOUNDATION
March 26, 2002

Dr. John S. Lore
President and CEO
Connect Michigan Alliance
1048 Pierpont Drive, Suite 3
Lansing, MI 48911-5976
Request: General Purposes
Dear Dr. Lore:
Thank you for your request for support from the Charles Stewart Mott Foundation. We have
assigned file number 2002-00738 to your request. Please use this number on any future
correspondence concerning this proposal.
Program Officer Elan Garonzik is responsible for processing your request. Your proposal must
go through a review process by senior management and final approval by the Foundation's
President or Board of Trustees. If the Foundation needs additional information, the program
officer will contact you.
Even though your proposal is under serious consideration, we cannot assure you that it will be
funded. You should receive notification of our decision within eight to twelve weeks.
Sincerely,

Jimmy L. Krause
Director, Grants Administration and Assistant Treasurer

Address Mott Foundation Building
503 S. Saginaw St., Ste. 1200
Flint, MI 48502-1851

Communication

tel (810) 238-5651
fax (810) 766-1753

E-mail info@mott.org
Web www.mott.org

�</text>
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                    <text>C onnectMy^higan
Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings
William C. Richardson

April 1,2002

Mr. Frank Fountain, President
DaimlerChrysler Corporation Fund
Senior Vice President, Government Affairs
DaimlerChrysler Corporation
1000 Chrysler Drive
Auburn Hills, Michigan 48326-2766
Dear Frank:
Great news from The Kresge Foundation! We have been awarded a $1,000,000
grant for the ConnectMichigan Alliance. Because the grant is contingent on the
successful completion of the endowment campaign, our $1,000,000 request from
DaimlerChrysler can be leveraged with this $1,000,000, as well as the match of
$1,000,000 provided by the State of Michigan.
We had an excellent meeting with the ConnectMichigan Alliance Campaign
Committee on March 26, 2002, and the report was exciting! We have received
pledges and gifts totaling over $7,000,000. Frank, in order to successfully
complete this campaign, we will need the support of DaimlerChrysler. Because
of the challenge from the State of Michigan and from The Kresge Foundation,
your gift of $1,000,000 will actually produce $3,000,000 in perpetuity to
strengthen volunteerism in Michigan. Enclosed is a copy of the award letter from
The Kresge Foundation.

Campaign Cabinet
Edward 0. Blews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richard Cole
Robert Collier
Neeta Delaney
David 0. Egner
Eric R. Gilbertson
Karla Hall
Dorothy A. Johnson
John Lore
Arend D. Lubbers
Russell G. Mawby
Barbara Mieras
Andrea F. Newman
Juan Olivarez
Joel Orosz
Terry Pruitt

Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarne
Kathryn Rossow
Peter Secchia
Diana Sieger
Glenn D. Steil
Judy Tymowicz

\Warmest regards,

lelle Engler
First Lady of Michigan
Enclosure,

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

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                    <text>Campaign Tri-Chairs
Michelle Engler

April 1, 2002

Julie Fisher Cummings
. William C. Richardson
Campaign Cabinet
Edward 0 . Blews

Mr. Roderick D. Gillum, Chairman
General Motors Foundation
Vice President of Corporate Relations &amp; Diversity
General Motors Corporation
300 Renaissance Center
P.O. Box 300
M/C 482-C27-D76
Detroit, Michigan 48265

Carolyn Bloodwot·th
Nouie Brennan
Stanley P. Caine
Richard Cole
Robert Collier
Neeta Delaney
David 0. Egner
Eric R. Gilbertson
Karla Hall
Dorothy A. Johnson
John Lore

Dear Rod:

Arend D. Lubbers

Great news from The Kresge Foundation! We have been awarded a $1,000,000
grant for the ConnectMichigan Alliance. Because the grant is contingent on the
successful completion of the endowment campaign, our $1,000,000 request from
General Motors can be leveraged with this $1,000,000, as well as the match of
$1,000,000 provided by the State of Michigan.

Russell G. Mawby
Barbara Mieras
Andrea F. Newman
Juan Olivarez
Joel Ot·osz
Terry Pruitt
Judith Ann Rapanos

We had an excellent meeting with the ConnectMichigan Alliance Campaign
Committee on March 26, 2002, and the report was exciting! We have received
pledges and gifts totaling over $7,000,000. Rod, in order to successfully complete
this campaign, we will need the support of General Motors. Because of the
challenge from the State of Michigan and from The Kresge Foundation, your gift
of$1,000,000 will actually produce $3,000,000 in perpetuity to strengthen
volunteerism in Michigan. Enclosed is a copy of the award letter from The
Kresge Foundation.

Michelle Engler

~(\n
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Enclosure

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Patricia Reynolds
Anne Rosewarne
Kathryn Rossow
Peter Secchia
Diana Sieger
Glenn D. Steil
Judy Tymowicz

W/ (

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

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                    <text>AUTO-OWNERS INSURANCE COMPANY
AUTO-OWNERS LIFE INSURANCE COMPANY
HOME-OWNERS INSURANCE COMPAN Y
OWNERS INSURANCE COMPANY
PROPERTY-OWNERS INSURANCE COMPAN Y
SOUTHE RN-OWNERS INSURAN CE COMPANY

------......._~1-~
y-,.-

"'.Auto-Owners Insurance
Life Home Car Business
TkiVo Pro6f.em1Pei;pk®
P. 0. BOX 30660, LANSING, MICHIGAN 48909-8160
FAX 517-323-8796
WWW.AUTO-OWNERS.COM

e

517-323-1200

April 3, 2002

Mr. Peter Secchia
Connect Michigan Alliance
P. 0. Box 22004
Lansing , MI 48909-2004

Re:

Contribution- Connect Michigan Campaign

Dear Mr. Secchia:
The material you mailed to Mr. John Fisher requesting a contribution for the Connect
Michigan Campaign has been referred to my attention.
Although the Connect Michigan Campaign appears to be a very worthwhile promotion, I am
sorry that I must advise our management has elected not to participate. As you can imagine,
we receive many requests for contributions, and we can support only a fraction of the
numerous worthy programs that come to our attention.
Sincerely ,

0~~
- aJ
T J Buda, Jr., Senio Vice President,
S retary and General Counsel
ce
cc:

John W. Fisher, President

. . . , Serving Our Policyholders and Agents for 85 Years "'

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                    <text>ConnectMy/tiigan
April 12, 2002
Campaign Tri-Chairs

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

Michelle Engler
Julie Fisher Cummings
William C. Richardson
Campaign Cabinet
Edward O. Blews
Carolyn Bloodworth

Dear Rich:
Pete Secchia has informed me that you may reconsider our original
proposal. John and I thought that a report on our progress towards leveraging the
state's $10 million match in creating a $20 million endowment fund might be
useful in your deliberations.
As of today, ConnectMichigan Alliance (CMA) has realized over $7
million of its $10 million goal. Last week we received a major boost to the
campaign as The Kresge Foundation pledged a $1 million challenge grant to raise
the remaining $3.4 million. We expect favorable responses regarding at least two
other major requests in the next sixty days. John met with General Motors last
week and we are hopeful.
There are four geographic regions to the CMA campaign. We have every
indication at this point that we will reach our campaign goals in Southeastern
Michigan, Midland and out-state communities. Your favorable disposition to
CMA's request would be very timely as several requests are currently under
consideration in West Michigan.
An updated version of CMA's original proposal is attached. Your support
will be part of a $20 million endowment supporting volunteerism and service
throughout the state. Because of the state commitment, your contribution will be
matched, dollar-for-dollar, by the State of Michigan. Your support will also help
to leverage the $1 million challenge grant from The Kresge Foundation.

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

Thank you again for your willingness to reconsider support for CMA.
Please fe~eTfree to call me if you have any questions. My home phone number is
(517)373-8323.
ith warmest regards,

Enclosures

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

�Grant Request
Date: April 12, 2002
Applicant: ConnectMichigan Alliance
John S. Lore, President and CEO
Amount
Requested: $500,000
Summary: CMA was created to ensure strong, stable and coordinated support for Michigan's volunteers. Through a $20
million endowment, CMA is uniting the combined forces of its four founding partners; Michigan Campus Compact; Michigan
Community Service Commission; Michigan Nonprofit Association; and Volunteer Centers of Michigan, to permanently sustain
and expand the "volunteer infrastructure" for which Michigan is known and heralded. Once the campaign is complete, CMA
will have the capacity to fully advance upon achieving its goal of providing avenues for every Michigan citizen to serve their
community through volunteer service and civic action. This goal will be met in local communities throughout Michigan by:
•
•
•
•

Increasing access to training and technical assistance necessary to build the capacity of local nonprofits to address
communities' social, charitable, economic, cultural, educational, faith-based, and civic needs;
Increasing grant opportunities to engage more citizens in volunteerism and service;
Maximizing public resources to empower local communities to address their local challenges; and
Increasing the understanding and use of service-learning in the work of community-based nonprofits, K-12 schools and
higher education institutions.

Local Impact: CMA creates a more comprehensive and collaborative approach to community building, improving the ability
of West-Michigan nonprofit and public organizations and institutions to address local needs. As a partner in local initiatives,
CMA is not prescriptive in the application of its resources. Local nonprofits identify community needs and access and apply
CMA programs and services in a manner that best serves the West-Michigan area. In West Michigan, CMA will work closely
with the Heart of West Michigan Volunteer Center, Aquinas College, Davenport University, Calvin College, Grand Rapids
Community College, Grand Valley State University, local school districts such as Grand Rapids Public Schools, and the Grand
Rapids Community Foundation. These collaborative partnerships will ensure CMA programs and services enhance the capacity
of local nonprofit organizations that contribute significantly to improving the quality in West Michigan. The following
illustrate CMA's direct impact on West Michigan
•
•
•
•
•
•
•

Nonprofit organizations will have more skilled and dedicated volunteers and board members because of increased access to
regional professional development workshops and seminars.
The Heart of West Michigan Volunteer Center will increase its organizational capacity to provide universal access for every
local citizen to serve.
Nonprofit organizations will have access to resources necessary to convene local partners in the development of marketspecific programming that encourages youth volunteerism, family volunteerism, rural business volunteer councils, and
urban corporate volunteer councils.
Thousands of local students will experience the benefits of volunteerism before graduating from high school and will have
increased learning through "hands-on" and meaningful learning opportunities that are tied to "real-life" experiences.
Michigan Campus Compact (MCC) will increase service-learning and civic engagement programming to reach all West
Michigan institutions of higher education. This programming will involve thousands of students in local volunteer
activities throughout the community.
Nonprofit organizations will have increased capacity for programming that may include, but is not limited to, America's
Promise, Make A Difference Day, National Volunteer Week, and National Youth Service Day.
Nonprofit organizations will have increased capacity to promote initiatives and recognize the impact of individuals and
groups that participate in service-learning, civic engagement and volunteerism in communities throughout West Michigan.

Funding: In June 2000, Governor Engler and the Michigan Legislature provided a challenge grant for the CMA Endowment.
This grant provides up to $10 million that must be matched dollar-for-dollar by November 2002. The CMA Endowment Fund
is managed by the Capital Region Community Foundation, 6053 Executive Drive, Suite 104, Lansing, MI 48911.

Date

�</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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