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                    <text>C onnec tMy/^higan
MEMORANDUM
To:

CC:

ConnectMichigan Alliance Board of Trustees
Michigan Nonprofit Association Board of Trustees
Michigan Community Service Commission Commissioners
Michigan Campus Compact Board of Directors
Volunteer Centers of Michigan Executive Committee
ConnectMichigan Alliance Campaign Cabinet
Bill Richardson
Dottie Johnson
Terry Pruitt
Anne M. Mervenne
Kate Powers

From:

John Lore

Date:

December 9, 20ft

Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings
William C. Richardson
Campaign Cabinet
Edward O. Rlews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richard Cole
Robert Collier
Neeta Delaney
David 0. Efjner
Eric R. Gilbertson
Karla Hall
Dorothy A. Johnson

Thanks to the incredible effort and commitment of so many key people, we are
almost there!!! With supplemental gifts of $150,000 each from the Charles Stewart
Mott Foundation, the W.K. Kellogg Foundation, as well as the General Motors
Corporation and a new gift of $150,000 from Comcast Corporation, we are within
$45,748 that we must raise to qualify for $2,200,000 in campaign completion
challenge matching funds. We need your help immediately!
As Bill and Dottie have so clearly articulated, at this point in the campaign we are
pursuing personal contacts that can make a pledge by December 31, 2003, without
having to go through a timely and complicated proposal submission process. We
obviously do not have the luxury of time for the traditional proposal submission
process. The positive aspect of these challenges is that a pledge will meet the
challenge and payments can be made in subsequent years.

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 Tymowiez

If you know of such a contact, please call Bill, Dottie, Kate, Anne or me immediately.
Our telephone numbers are as follows:
Dr. Bill Richardson: 269-969-2153
Dorothy Johnson: 616-847-6881
Anne M. Mervenne: 248-545-5206
John Lore: 517-492-2442 (cell: 989-225-0425)
Kate Powers: 517-492-2441

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

�ConnectMichigan Alliance Gift Snapshot
12/8/2003
Gifts and Pledges of $5,000 and more
Charles Stewart Mott Foundation
W.K. Kellogg Foundation
Herbert H. and Grace A. Dow Foundation
Ford Motor Company Fund
The Kresge Foundation
The George W. Romney Fund for Volunteerism
The Russell G. Mawby Fund for Youth Volunteerism
General Motors Corporation
DTE Energy Foundation
DaimlerChrysler Corporation Fund
Comcast Corporation
Comerica Bank
McGregor Fund
Community Foundation for Southeastern Michigan
Dow Corning Foundation
Peter D. and Julie F. Cummings
Hudson-Webber Foundation
MASCO Corporation Foundation
Richard and Helen DeVos Foundation
Consumers Energy Foundation
Frey Foundation
Gerstacker Foundation
Grand Rapids Community Foundation
Whitney Fund
The Michigan Campus Compact Fund
Battle Creek Community Foundation
Blue Cross Blue Shield of Michigan and Blue Care Network
Russell G. Mawby
Ronda E. Stryker and William D Johnston Foundation
Capital Region Community Foundation
Kalamazoo Community Foundation
Secchia Family Foundation
Wolverine World Wide Foundation
Penske Corporation
The Community Foundation for Muskegon County
Strosacker Foundation
Association of Independent Colleges and Universities of Michigan
Blue Cross Blue Shield of Michigan Foundation
Jackson Community Foundation
Governor John and Michelle Engler
F. Martin and Dorothy A. Johnson
William C. and Nancy Richardson
Central Michigan University
Davenport University
Grand Valley State University
Michigan State University
Saginaw Valley State University
University of Michigan
Western Michigan University
Adrian College
Albion College
Donald L. Newport
Edward and Debra Blews
Frederick S. Upton Foundation
Grand Haven Area Community Foundation
Grand Rapids Community College
Hope College
John and Judy Lore
Kalamazoo College
Michigan Republicans State Committee on Behalf of Governor Engler
Midland Area Community Foundation
Sam Singh
Other gifts
Funds from the State yet to be matched:
Total:

Amount
State Match
Total with Match
$1,400,000.00 $1,400,000.00
$2,800,000.00
$1,400,000.00 $1,400,000.00
$2,800,000.00
$1,000,000.00 $1,000,000.00
$2,000,000.00
$1,000,000.00 $1,000,000.00
$2,000,000.00
$1,000,000.00 $1,000,000.00
$2,000,000.00
$810,013.00
$810,013.00
$1,620,026.00
$465,957.00
$465,957.00
$931,914.00
$400,000.00
$400,000.00
$800,000.00
$350,000.00
$350,000.00
$700,000.00
$250,000.00
$250,000.00
$500,000.00
$150,000.00
$150,000.00
$300,000.00
$150,000.00
$150,000.00
$300,000.00
$150,000.00
$150,000.00
$300,000.00
$100,000.00
$100,000.00
$200,000.00
$100,000.00
$200,000.00
$100,000.00
$100,000.00
$100,000.00
$200,000.00
$100,000.00
$100,000.00
$200,000.00
$100,000.00
$100,000.00
$200,000.00
$100,000.00
$100,000.00
$200,000.00
$50,000.00
$50,000.00
$100,000.00
$50,000.00
$50,000.00
$100,000.00
$50,000.00
$50,000.00
$100,000.00
$50,000.00
$100,000.00
$50,000.00
$50,000.00
$100,000.00
$50,000.00
$35,237.00
$70,474.00
$35,237.00
$30,000.00
$30,000.00
$60,000.00
$30,000.00
$30,000.00
$60,000.00
$30,000.00
$60,000.00
$30,000.00
$30,000.00
$30,000.00
$60,000.00
$25,000.00
$25,000.00
$50,000.00
$25,000.00
$50,000.00
$25,000.00
$25,000.00
$25,000.00
$50,000.00
$25,000.00
$50,000.00
$25,000.00
$20,000.00
$40,000.00
$20,000.00
$15,000.00
$30,000.00
$15,000.00
$25,000.00
$12,500.00
$12,500.00
$12,000.00
$24,000.00
$12,000.00
$10,000.00
$20,000.00
$10,000.00
$10,000.00
$10,000.00
$20,000.00
$10,000.00
$20,000.00
$10,000.00
$10,000.00
$10,000.00
$20,000.00
$10,000.00
$20,000.00
$10,000.00
$10,000.00
$10,000.00
$20,000.00
$10,000.00
$20,000.00
$10,000.00
$10,000.00
$20,000.00
$10,000.00
$10,000.00
$20,000.00
$10,000.00
$10,000.00
$20,000.00
$10,000.00
$10,000.00
$20,000.00
$10,000.00
$10,000.00
$20,000.00
$10,000.00
$5,000.00
$10,000.00
$5,000.00
$5,000.00
$10,000.00
$5,000.00
$5,000.00
$5,000.00
$10,000.00
$5,000.00
$10,000.00
$5,000.00
$5,000.00
$10,000.00
$5,000.00
$5,000.00
$10,000.00
$5,000.00
$5,000.00
$10,000.00
$5,000.00
$5,000.00
$5,000.00
$10,000.00
$5,000.00
$10,000.00
$5,000.00
$5,000.00
$10,000.00
$5,000.00
$5,000.00
$10,000.00
$5,000.00
$5,000.00
$5,000.00
$10,000.00
$5,000.00
$5,000.00
$10,000.00
$78,545.00

$78,545.00

$157,090.00

$9,954,252.00

$45,748.00
$9,954,252.00

$19,908,504.00

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• State ofMichigan-$10 Million
- One-time allocation to a permanent endowment
-Governor's Executive Budget
- Matched $1 to $1 by private funds
-Ensures the continuation ofMCSC programs
- Political landscape favorable
- Will generate $400,000-$450,000 annually

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• Private Dollars-$10 Million
-Target supporters ofVCM, MCC, and MCSC ·
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MCSC
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�</text>
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Materials Schedule

Logo Design
Initial approval completed
Final approval:
November 10

Letterhead/Envelopes/Pledge Card/Label etc.
Initial Approval:
Final Approval:

November 10
December 1

Brochure*
Initial Approval:
Final Approval:

November 10
December 1

Video*
Initial Approval:
Final Approval:

December 8
December 15

Dependant upon final approval of Case for Support by October 30.

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                    <text>j

TOP TEN REASONS WHY CAMPAIGNS FAIL

�In the early planning stages of any capital campaign, there are usually at least some of the
following 10" misperceptions. Organizations that fail to address them limit their success
in terms of reaching their goals. How many exist within your MNA?
1.

"If we need a million dollars, all we need to do is get 1,000 people to give us
$1,000 each."
Creating "grass-roots" campaigns will usually only work in projects where there
are a pre-determined number of prospects - memberships, churches, etc. In most
community campaigns, the concept of equal sacrifice (wealthier people give more
than less wealthier people) must be used to insure reaching goals.

2.

"There is no way 'Mr. Smith' will make a gift to this campaign ... he doesn't give!"
There is a tendency to assume certain prospects won't give, but a true campaign
builds the campaign atmosphere and leadership confidence necessary to have a
reasonable expectation most people who are asked, correctly, will give. Outside
counsel should base decisions on capability ... and then determine willingness.

3.

"Let's do the first part, and then see how that goes before we decide how to do the
rest of it."
A key to virtually every campaign is a comprehensive, yet flexible, campaign plan
that shows the path to reaching a pre-determined goal. Unless an organization has
a blueprint for success a campaign really can't succeed.

4.

"There is no way I can ask anyone for that much money."
Major gifts are critical to a campaign's success. Many people, and companies, are
committed to making their community a better place by making what are, to many
people, an extraordinary gift. If you don't ask for a major gift, most prospects will
never think to make one. Remember, 80% of the funds you raise will come from
20% of your donors. This is true in virtually every successful campaign. Proper
training by experienced counsel can ensure that gift levels are at a maximum and
the solicitation is conducted properly.

5.

"I'm donating my time, I shouldn't have to make a sacrificial, or any other type of,
gift."
If the very people closest to the organization- the ones who should be most
committed - don't make gifts, then why would anyone else? Board members in
particular are important. Even if no single individual can make a major gift, often
times the Board of Directors as a group can make the leadership gift.

6.

"This campaign will last until its finished ... even if it takes years!"

�A solid timetable, with built-in "mini-goals", is cmcial in order to keep a
campaign moving. Built in "pressure points" will help create faster decisions from
prospects and keep leaders focused on the campaign. Most importantly it will
avoid the campaign "dragging on".
7.

"We raise a lot of money every year, we can easily do a capital campaign."
Capital campaigns are different. You are asking people to buy into your vision,
not just your immediate goals. You are asking them to make multi-year
commitments to your cause and that requires a special level of commitment.
Often times it is harder for donors to see the need for bricks and mortarespecially if your normal fund raising is centered on social services needs.

8.

"We can save a lot of money by "piggybacking" on our current development
efforts."
Campaigns are different. A unique theme, materials, style and plan must
accommodate these differences. The campaign must become the focus of the
organization's efforts.

9.

"We have to get a lot of publicity. Once people know why we need this money,
people will gladly give."
Actually, news articles and television reports are not extremely helpful in raising
money. People are inundated with emotional appeals and are not generally moved
to make major gifts because of press accounts. Newsletters and personal letters
are most effective in reminding already solicited prospects they need to make a
decision. Publicity must be a part of the overall campaign plan and is not a
substitute for good planning and implementation.

10.

"Fund raising counsel is too expensive. Our own staff can do it and we have a
couple of board members who have been chairpersons of some other campaigns.
Campaigns managed by counsel usually raise more money than campaigns mn
without counsel. For the most part, counsel-driven campaigns take less time, use
leaders more effectively and the total cost (expenses plus fees) is usually less than
10-15% of the funds pledged. Experienced staff is helpful, but can they do their
normal responsibilities and conduct a major campaign? Experienced fund raising
volunteers are important but no substitute for the efforts of an experienced
manager to make sure a solid campaign plan is in place and executed. Besides, it
is usually the campaign director motivating the volunteers.

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                    <text>ement

ser

.

where it all conies together

C onnectMi higan

�The ConneetMichigan Alliance is a newly incorporated nonprofit organization and a partnership of:

Michigan Campus Compact
Michigan Community Service Commission
Michigan Nonprofit Association
Volunteer Centers of Michigan

�changing our world
^J

^J

one
one person
i
at a time

Volunteerism in its simplest form is the spirit of giving our time and talents.
Civic engagement. Service-learning. Mentoring.Volunteerism goes by a lot of
names these days, and it can be tough to keep them all straight. But the idea the spirit - has always stayed the same. Sometimes this giving involves special
skills, but often, it's just about lending an ear.A helping hand.An hour in an
already busy week.With so many opportunities to help out, it's ironic that the
most difficult aspect of Volunteerism for many has been "where do I go to
get involved, how can I serve, what more can I do?"
And that's where the ConnectMichigan Alliance really shines.This dynamic,
new entity is being created to support Michigan's volunteers in their efforts to
help others.The ConnectMichigan Alliance will work with schools, nonprofit
organizations, churches, businesses, campuses, human service agencies and
other organizations to ensure that every individual can give back to their
community now and well into the future. Formed through an innovative partnership
of four model volunteer organizations, this alliance will strengthen community
volunteerism and support valuable local volunteer initiatives. Working as one,
we can improve the quality of life for Michigan citizens as never before.
A gift of time. One person helping another. Such simple ideas.
But what a difference they make.

neighborhood
beautification
community gardenin
"The magnitude of our social

"I've seen it

problems will require chat all

happen -

citizens and institutions make

one person,

a commitment to volunteering
as a way of life and a primary
opportunity to create needed
change."
Governor George Romney
1907-1995

performing
even the
smallest service,
has the power
:c innkc- a
difference."
Marcia Bullard
President. CEO &amp; Editor
USA WEEKEND

�we ve become one
The alliance of the four organizations listed here is a truly genuine collaboration.
It builds upon initiatives already in place and includes a statewide network of
volunteer centers helping local communities match volunteers with opportunities

lichigan Nonprofit AssociationMiehigan Community Service CommissionMichigan Campus Compact
to help {Volunteer Centers of Michigan). It also includes those who've joined a
network that strives to instill an ethic of service and civic action in college students
{Michigan Campus Compact), and a statewide association for non-profits that
gives a voice to and supports the vast array of Michigan's nonprofit organizations
{Michigan Nonprofit Association). Finally, it includes a governmental body that
promotes service by leveraging state and federal funds to support and recognize
local volunteer efforts (Michigan Community Service Commission).These groups
have come together creating a powerful force for volunteerism—a private
nonprofit organization—the ConnectMichigan Alliance.

lending a hand
"I'm proud of the
Michigan's national

home repair

leadership role in
promoting volunteer
efforts.The Connect
Michigan Alliance
continues the work
started more than
"We all benefit when students

thirty years ago by

engage in service-learning

Governor George

activities.These activities instill
an ethic of civic responsibility
that lasts a lifetime."
Dr. Barbara Mieras
President, Davenport University

"Volunteering is addictive. Once you

Romney - it ensures

see people get excited about you

that this legacy

taking an interest in them and actually

continues."

caring, you can't stop doing it."

Michelle Engler

Erinna McKissick

First Lady of Michigan

Student volunteer

�the time to act is now
C onnectMicnigari

olunteer Centers of Michigan

in June of 2000, Governor John Eng/er signed into law a bill providing a challenge grant to build
the Connect/Michigan Alliance Endowment. The grant provides up to $10 million that must be
matched on a dollar-to-dollar basis by November of 2002.
"The $20 million Connect Michigan Alliance Endowment represents an unprecedented
public/private partnership. Our state has a long and powerful history of philanthropy and
volunteerism. Building upon Governor George Romney's vision that local centers promoting
volunteerism be as well-known as the post office, the Connect Michigan Alliance will truly
build a long-term support mechanism for Michigan volunteers."
-John and Michelle Engler

graffiti ciean-u
"Because of the
ConnectMichigan Alliance,
support for life-long volunteer
service and civic engagement
will be greatly strengthened,
increasing our ability to
improve our communities
"I don't volunteer for
personal gain. I do it

"Bx being a mentor and teaching young
people the joys of service to others, we make

because I love to, and

good citizenship a vital, transforming, and

I love to help people."

continuing aspect of our national character."

Gertrude Perry

General Colin Powell

Senior Volunteer

Chairman, America's PromiserThe Alliance for Youth

and bring us closer together."
William C.Richardson
President/CEO
W.K. Kellogg Foundation

�legacy

f giving

The goal of this campaign is to sustain and strengthen the legacy of the ConnectMichigan
Alliance.This innovative partnership leverages additional financial and human resources
and creates a seamless support system for volunteers here in Michigan.The $10 million
dollar challenge grant reflects an unprecedented level of support from the State of
Michigan—but this challenge can't be met without all of us working together. For the
next 24 months, Michigan's foundations, corporations and individuals have a unique
opportunity to join together to promote volunteerism and impact community problem
solving throughout Michigan.With everyone's help, we can sustain and grow the legacy
of community building and individual support that has become a trademark of our state.

Every volunteer who works to help out another is not only positively impacting someone's
life, but saving public resources that can be used to help those in even greater need.
It has never been more important to show your support for the power of volunteerism
and there has never been a better way than the ConnectMichigan Alliance.

randparent
after school programs
"Volunteerism can
change the world and it's individual people
giving of their time that
makes it happen.
The ConnectMichigan
Alliance will provide

"When people of all ages and backgrounds serve

resources and support

together, differences seem to disappear.Volunteer

that are so critical to

service opens the door to understanding and

volunteer centers all

provides a training ground for philanthropy and

over Michigan."

good will for our children.We need the Connect

Kathryn Rossow

Michigan Campaign to ensure efforts can continue."

Chair,Volunteer Centers

Julie Fisher Cummings

of Michigan

President, Lovelight Foundation

�Why the ConnectMichigan Alliance?

• Strengthening Michigan's nonprofit

A gradual separation of individuals from their

organizations through training, resources

communities is happening all across our nation.

and recognition.

We see signs of it everywhere—in our schools,
our work places and our neighborhoods.

What will the impact of the

Our communities need to get connected

ConnectMichigan Alliance be?

and they need help and support to do it.

The ConnectMichigan Alliance will provide a

The ConnectMichigan Alliance can play a key

cohesive network of support systems to build

role by promoting and supporting local

and strengthen communities working to solve

volunteer efforts. It's a partnership that will

local issues through volunteerism. Connections

ensure the long-term success of important

will be made in communities, neighborhoods

statewide and local initiatives in a way the

and families like never before.The Connect-

four separate entities cannot, individuals

Michigan Alliance will:

helping individuals, groups serving groups and
communities giving to communities is what
the ConnectMichigan Alliance is all about.
t
How can the ConnectMichigan
Alliance do it?
It begins, as you've read, with the $20 million
endowment fund supported by a public/private
partnership.The ConnectMichigan Alliance
will manage programming and training now
administered by the individual organizations
creating synergy and economies of scale.The
endowment provides the funds necessary to

• Increase the number of volunteers
participating in community-based activities.
• Help people solve serious social problems
by building connections at the local level.
• Deepen the commitment of local volunteers.
• Provide direct financial support to creative
problem solving in local communities.
• Increase the awareness of the needs of local
communities and the nonprofit organizations
serving them.
• Enhance the capacity of local nonprofit
organizations.

sustain the current level of quality services as
well as enhance and expand new communitybased and statewide programs. The vision of
the ConnectMichigan Alliance includes:

The power of positive change is in each of us!
We've seen it in a college student engaged in
activities to solve homelessness issues, a child
cleaning up a park or building hiking trails,

• Providing access to a strong and healthy
volunteer center for every Michigan resident.
• Having every Michigan college and university

a senior citizen spending valuable time with
patients in a local Hospice program. It is our
vision to expand this very ethic.

encourage citizen service among its student,
faculty and staff.

This is where it all comes together.

• Expanding national initiatives in local
communities, like America's Promise:The
Alliance for Youth (General Colin Powell's
initiative for children). Make A Difference Day
and Martin Luther King, Jr. Day of Service.

C onnectMi/diigan

�Campaign Tri-Chair&gt;

Campaign Cabinet

Michelle EiifrtVr
Kir-it Lady of Michigan

Jr.. Association &lt; i l Independent &lt; nllr^i- &amp; L ni\er&gt;ilies of Michigan
C a r o l n Rloodworth. Consumers Fiier-i

Foundation

Jnlie Fisher dimming*
Lini-liiiht I iiinnLiI hill

\) C. Richardson
\\.K. Ki-lhi— Foundation

Nonic Breniian. \ofiinlerr (^rnlcr of llattli- (ircck

StanIi-&gt; I*, (lahif. Adrian Ci»lh

lii. li.n .1 ( , , ! . - . Blu&lt;- Cross Blue Shielil
Kolii-rt (Sillier. Council of Michigan Foundations
N i ' i ' i . t [)eliinc\ The .larkson Count

Communit

Foundation

KiniT. thukon- Webber Fonndation
Krir It. GillH'rlMin. Sa-:inaH \iillc\r I imcrsit
Karla Hall. Detroit Kdison Foundation
Duroth\. Johnson. Council of Michigan Foundations
John Lore. Coininnnitv Volunteer
Arend I). Lubbers. Grand Vallev Stair Liniversitv
Russell (i. Mawby. W.K. Kellofi" Foundation
Barbara Mieras. Davenport Umversaty - Western Begi
Andrea F. Newman. Northwest Airline

Juan Olivare/. Grand Itapids Community (C
Joel ()rii&gt;/. ft.K. kelloftg Foundation

'i'err\. Dow Corning Corporation
Judith \nn Kapanos. Midland Center for the Arts
Patricia Reynolds. Capital Region C.ommtinits Foundation
Anne Rosewarne. Mlrhi&lt;ian Health Council
Kathryn Rossou, Volunteer Center of Southwest Michigan
Peter Secchia. Universal Forest Products

Diana Sieper, (irand Rapids Community Foundation
Jnd\. AJhion Volunteer Service Organization

.4s of \ovember 21, 2(tO(), ice arc cotttinuuig to (Ipt-plop a representative trudrrshift group
ti&gt; Hcrept the challenge of directing ourfandroiriag rumpaign.

ConnectMichigan Campaign
\Iliancr ! &gt; ( » . linx 22

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�</text>
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                    <text>ConnectMichigan Alliance
2005-06 Goals (Specifics)
Michigan Community Service Commission
Mentor Michigan



Use mentoring and service to create forward movement toward the Cherry
Commission goals.
Challenge communities to identify kids at risk of dropping out.

Cool Companies/Cool Cities



Broaden the definition of cool places to live and work to include a service
component. Rely on CEO-to-CEO outreach to explain the value to companies of
having organized volunteer efforts.
“Connect the dots” between the mentoring initiative listed above, the Cherry
Commission and Cool Cities.

Great Media



Tell the story of our national leadership and prototype the Michigan
infrastructure.
What’s great about Michigan regarding volunteerism (CMA, VCM, MNA, MCC,
MCSC)

Michigan Nonprofit Association
Public Policy





Develop a comprehensive agenda for volunteerism
Maintain SERVE MI collaborative
Advocate for funding of the MCSC and Corporation for National
Service
Update volunteerism liability laws and enhance background checks on
volunteers

Training and Technical Assistance




Provide our training and TA programs across
the state using volunteer centers as a local host.
Adapt current programs (Emerging Leaders and Executive Fellows) to specific
constituents such as college students and VC directors.
Utilize the Nonprofit SuperConference to meet the needs of CMA constituents.

Research



Continue to conduct the Giving and Volunteering research.
Analyze any other questions that might pertain to volunteerism/service learning.

Member Services

�

Provide access to MNA member services to CMA constituents.

Michigan Campus Compact


MCC’s goal is to be a membership of 41-42 campuses by December of 2005 and
50 members by the end of 2007 and 80% of the college population in the state.
There are several ways you, as a ConnectMichigan Alliance Board member can
help:
1) Accompany a member of the staff to discuss membership with a “Not Yet
Member” campus that you have a connection to as an alumni, partner or are
within the same community.
2) Send a letter encouraging a campus to become involved.
3) Pay for part of a campus membership dues to join for one year or more.
4) Partner with a “Not Yet Member” campus and encourage them to get involved.
5) Introduce staff to someone who can help us recruit members.
6) Encourage college and university volunteerism through hiring practices, grant
support, and public policy.
7) Invite members of the “Not Yet Member” campus to attend a training or
conference offered by Michigan Campus Compact, like the annual Institute on
Service-Learning.
8) Host a lunch, get together or meeting for higher education leaders in your
community to discuss statewide volunteerism and membership.
9) Help us come up with other creative ways to bring campuses into our work.

Volunteer Centers of Michigan.






Establish common indicators for tracking the impact of Michigan Volunteer
Centers based on our evaluation study. Share our results with key
stakeholders.(new item)
Explore the development of Michigan VC standards aligned to center
sustainability within their respective communities.
Establish working group of VC housed w/in United Ways and way to strengthen
that association.
Enhance advocacy efforts on behalf of VCM Member Centers. To include the
cost of background check, work permits for youth volunteers to mention a few.
Pursue funding opportunities on behalf of the network, to be redistributed to local

Michigan’s Promise




Connecting CMA partners and champions with local Communities of Promise
Increasing connections with Women’s Initiative Communities and United Ways
Developing revenue sources for Communities of Promise

�Mentor Michigan AmeriCorps and AmeriCorps/VISTA


Expanding the Mentor Michigan VISTA support



Implementing statewide AmeriCorps program to support individual mentoring
agencies and regional support network

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                    <text>Introduction

~~c~'·-o~~

~ Connect Michigan is a newly formed, statewide organization created t~ p~om.ot·e · a ~ife-long .ethic
: of service and civic engagement through the support of community-buddmg tmttattves. It 1s the
collaboration of four organizations committed to community-based problem-solving and the
promotion of volunteerism and service learning.

f

A Histo ry of Success

~~

thGo~of ~,t.;')1

./ In the past ten years, a number of statewide organizations focusing on
volunteerism and community service have developed in Michigan. In 1989, The Michigan
~ If
Campus Compact was created to promote service learning through opportunities provided by
institutions of higher education. A few months later, a small group of community-based
volunteer centers joined hands to form the Volunteer Centers of Michigan. A year later, the
.nAJu--o
Michigan Nonprofit Association (then known as the Michigan Nonprofit Forum) was created to
•
~iJ)..(R;q:"~
strengthen the nonprofit sector and advance volunteerism and philanthropy. Finally in 1991 ,
newly elected Governor John Engler created the Michigan Service Commission by Executive
Order.

*{)_

~

Over the years, all four organizations have worked in collaboration with one another. In the mid 90's, the Volunteer Centers of Michigan and the Michigan Campus Compact entered into
partnership with the Michigan Nonprofit Association, strengthening all three organizations and
saving administrative costs.

More recently, the Michigan Nonprofit Association (and its two affiliates) and the Michigan
~
Community Service Commission have made concerted efforts to form a partnership that would I}~ 'Ar"'join all four organizations. These efforts have been motivated by the need for a sustainable
,, -.~- i1~
~:;. ~ support system for existing and developing volunteer initiatives, the desire to not duplicate
f.J~·
~ efforts, and the potential changes in federal programs that support volunteerism.

•
~

I}IG

In this model partnership, the Michigan Nonprofit Association and the Michigan Community
Service Commission will remain separate entities focusing on their current missions and a new
organization, Connect Michigan, will be formed to merge their common activities. This unique
concept has received support from sector leaders and partner organizations

t

~ ~

~

~~

Thoughtful Approaches to Community Service
The four organizations included in this new partnership provide programs and services that
impact volunteers of all ages. These programs and services have been thoughtfully considered
and implemented to promote civic responsibility statewide.
Michigan Campus Compact

Mission
Michigan Campus Compact is a coalition of Michigan's university and college presidents whose
Purpose is to facilitate, on their campuses, a commitment to community service th at will lead
students to develop a life-long service ethic and will promote service-learning in the curriculum.
The Michigan Campus Compact is part of a national coalition of college and university
presidents created in 1985. At the time, college presidents were growing concerned with the
media portrayal of students as materialistic and self-absorbed.

,

M'-~;,.

·

�The founding presidents of the national coalition believed this media image to be false from their
firsthand knowledge of the volunteerism supported by their students. They believed that many
students were involved in community service and many more would become involved if
community service was encouraged as part of the higher education experience. The Michigan
Campus Compact was founded early in the national movement, spearheaded by Michigan State
University President John DiBiaggio. Today, many college and university presidents throughout
Michigan are involved and committed to providing service learning opportunities to college
students.
Fifteen years later, the national coalition is rapidly growing, and Michigan is no exception.
Michigan has 32 campuses involved in the Michigan Campus Compact engaging students in
volunteer service and providing the lessons derived from serving the community. Funded
through membership fees and grants, the Michigan Campus Compact provides venture grants to
colleges and universities to provide community service opportunities in the classroom, faculty
fellows grants to instructors researching the impact of community service in learning, and
technical assistance to colleges and universities developing programs on their campuses.
Volunteer Centers of Michigan
Mission
Volunteer Centers of Michigan is dedicated to mobilizing people and resources to deliver
creative solutions to community problems.
The Volunteer Centers of Michigan is part of the Volunteer Center National Network working in
partnership with the Point of Light Foundation to meet volunteer needs in 450 communities
nationwide. The Volunteer Centers of Michigan achieves their mission by offering programs and
services that connect people with opportunities to serve, building capacity for effective local
volunteering, promoting volunteering, and participating in strategic initiatives that mobilize
volunteers to meet local needs.
The Volunteer Centers of Michigan has 29 local community Volunteer Centers with many more
in development. These local programs impact volunteers by providing them with volunteer
opportunities matched to their skill and interest level and impact organizations by providing
them with appropriate volunteers for their tasks. The statewide Volunteer Centers of Michigan
provides technical assistance to the local volunteer centers through retreats, training, funding,
and consultation to strengthen their capacity to provide meaningful volunteer opportunities in
their communities.
Michigan Nonprofit Association

Mission
The Michigan Nonprofits Association 's mission is to promote the awareness and effectiveness of
Michigan 's nonprofit sector, and to advance the cause of volunteerism and philanthropy in the
state.
The Michigan Nonprofit Association represents and serves nonprofit organizations located in
rural communities, suburbs and metropolitan areas throughout Michigan. The membership of
the organization ranges from nonprofits providing services to the homeless to arts councils.
Numerous affiliates and foundations belong to the Michigan Nonprofit Association that are
interested in the advancement of the nonprofit sector.

�Funded, in part, by the Kellogg Foundation and the C.S. Mott Foundation, the Michigan
Nonprofit Association provides services and technical assistance to its members including
conferences and trainings build organizational capacity, cost -effective insurance coverage for
nonprofit organization employees, public policy updates, mini-grant funding to support
volunteerism, and the annual Compensation and Benefit Survey.
The Michigan Community Service Commission
Mission
The Michigan Community Service Commission is dedicated to enabling all citizens, including
youth, to engage in public problem solving through service and volunteerism.
The Michigan Community Service Commission was created in Governor Engler in 1991 -by—
Executive Oniec. The organization provides-serves as a grantmaker for local programs,
administers national service programs and leam and serve programs, and provides training for
grantees.
Among the organization's programs and services is America's Promise: The Alliance for Youth,
created by General Colin Powell in 1997 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 Lansing in 1997, Michigan's Promise charge is to provide services for children including an
ongoing relationship with a caring adult mentor, access to safe places and structured activities
during non-school hours to learn and grow, a healthy start, a marketable skill through effective
education and an opportunity to give back through community service.

Connect Michigan Begins
Connect Michigan, the new, dynamic organization created by the merger of the common
programs of these four entities will centralize state-level volunteer and service programming
efforts in a manner that will ensure the long-term sustainability of these important programs.
Connect Michigan will administer the programming and technical assistance now administered
by the individual programs creating synergy and economies of scale.
Connect Michigan will be funded, in part, by an endowment created to ensure its long-term
sustainability and the development of new and innovative programs designed to promote
volunteerism and service learning throughout Michigan.
Funding

The current vision is to secure $20 million in endowment funds from two funding streams. The
State of Michigan has provided $10 million to initiate an endowment to continue their
commitment to volunteerism in Michigan in perpetuity. The endowment will be housed in the
George W. Romney Fund for Volunteerism and will provide $500,000 annually to help sustain
administration, services and programming at their current level.
An additional $10 million will be sought to match the State's commitment, also housed in the
George W. Romney Fund for Volunteerism. This additional $500,000 generated annually from
the endowment will complete the current sustainability funding formula as well as provide
$250,000 annually to create enhance and expand current programs and services and to develop
new, innovative programs.

�Funding Enhancements
The additional revenue annually would serve to enhance programs and services in Connect
Michigan in the following ways:
Michigan Campus Compact
Enhancement funds will allow the Michigan Campus Compact to provide new venture grants to
colleges and universities to increase volunteer opportunities in the classroom, and to provide new
faculty fellow grants to increase research in service learning. And, the organization has 32
members of 91 colleges and universities in Michigan. Additional funding will supply the funds
necessary to expand the organization to 60 colleges and universities, increasing volunteer
opportunities to 10,000 more college students annually. Increased funding will also provide
more staff professional development and greater training opportunities for member colleges and
universities.
The Volunteer Centers of Michigan.
Increased funding will enable the Volunteer Centers of Michigan to strengthen the capacity of
their local community members. In addition to assisting in the creation of 10 more local
community volunteer centers, creating as 5,000 new volunteer opportunities, Volunteer Centers
of Michigan, will also be able to provide additional funds and training to current members to
increase their impact in their local communities.
Michigan Nonprofit Association
With increased funds, the Michigan Nonprofit Association will be able to increase its Resource
Library for nonprofit organizations, assisting in strengthening the capacity of nonprofit
organizations statewide. It will also enable the organization to create a Corporate Volunteer
Clearinghouse to assist corporations in finding meaningful volunteer opportunities for their

employees
Michigan Community Service Commission —~ \&gt; f ^ ) J U f v O
Increased funds for the programs of the Michigan ServiceCjammission included in Connect
Michigan would expand the reach of Michigan^Bferrflise into 5 more communities, impactii^g*
20,000 more children. The Michigan Sgrvkre^Community Commission will also expand its
Grantee Training programs intojnarfyniore communities throughout Michigan, providing access
to more mini-grant oppgrttmlttes statewide.

A New Beginning
This exciting new organization will help to ensure the sustainability of important programs that
strengthen the nonprofit sector, provide meaningful volunteer programs and services and
improve our communities in Michigan. The $10 million endowment challenge from the State of
Michigan creates a unique opportunity for four organizations to create a dynamic partnership that
will create economies of scale and enhance their important work. Achieving the endowment
challenge will ensure that these important community-based programs continue in perpetuity.

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                    <text>.
Will ConnectMichigan Alliance (CMA) increase access to hotlines for volunteer use
and will CMA result in an increase in the level of volunteerism in Michigan?

Over the past fifteen years, a significant amount of human and financial capital has been
invested in the development and nurturing of an ethic of service and volunteerism in
communities throughout the state. And a significant return has been realized on the
investment as evidenced by Michigan Giving and Volunteering 2001 which estimates
volunteerism in Michigan at 50.2% annually.
To date, Michigan's success in engaging people civically is the result of vision and focus
as most of what has been accomplished has been stewarded by organizations that target
specific Michigan populations. For example, some groups focus on post-secondary
students while others focus on engaging people in a specific community. These systems
generate positive results, but they also operate independently of each other which
minimizes the potential return on Michigan's investment in service and volunteerism.
Leaders of these initiatives realized that they have had an incredible impact on the quality
of life in communities throughout the state. They also realized that they had come to a
point in their efforts that required them to change their approach if they were to realize
the true potential of Michigan in terms of service and volunteerism.
ConnectMichigan Alliance (CMA) was created by key stakeholders in Michigan's
service and volunteer initiatives and was given the mandate and onus to increase the
return on investment in service and volunteerism in Michigan.
While the CMA campaign is still in process, several key initiatives to increase the level
of service and volunteerism are already underway.
•

•

CMA is expected to increase service and volunteerism in Michigan by being the
first statewide organization to facilitate a 211 line for volunteerism. While other
211 initiatives exist, they served only limited geographic areas. CMA will bring
this resource to the entire state.
CMA is the only statewide organization working with all three of the major
internet-based volunteer matching programs: Volunteer Here (C. S. Mott
Foundation), Volunteer Match (Volunteer Centers of Michigan), and Volunteer
Solutions (Michigan Association of United Ways). CMA's coordination of the
service delivery will increase access to include Michigan's 36 counties not
currently being served by a local Volunteer Center (currently 47 of Michigan's 83
counties are served by a local Center). Thousands of people who were previously
unable to use this resource to match themselves appropriately with service and
volunteer opportunities in their communities will now be able to do so.. .CMA
estimates volunteerism in Michigan will increase from 50.2 percent in 2000 to 65
percent in 2004 as a result of this and other CMA initiatives.

�What are some concrete initiatives resulting from CMA:
The following strategies have been developed to impact the four areas of need CMA will address
as it works to forward its mandate and mission:
•

Community Volunteerism
CMA supports and enhances the work of Volunteer Centers serving communities
throughout the state. CMA will work with local Volunteer Centers, United Ways, and
other local nonprofit organizations whose activities contribute significantly to improving
the quality of life for residents of Michigan communities. Local organizations will
experience greater capacity to convene human resources to address local issues through
the following CMA programs and services:
Volunteer Center Development
Corporate and Business Volunteerism
Local Grants
1-800-VOLUNTEER Hotline
Make A Difference Day
National Volunteer Week
America's Promise in MI
Volunteerism Resource Library

•

Youth Volunteerism
CMA will work closely with local Volunteer Centers, local school districts, and other
youth-serving nonprofit organizations to ensure quality volunteer and service-learning
experiences for children. Through this CMA initiative Michigan communities will
increase their capacities to develop new and strengthen existing collaborative
partnerships between K-12 schools, institutions of higher education, Volunteer Centers
and youth serving nonprofit organizations for the purpose of providing quality volunteer
and service-learning experiences for young people. This will be accomplished via the
following programs and services, as well as programs and services that will be developed
as relationships are formed and further needs are identified:
Youth Volunteer Opportunities
K-12 Service-Learning
Local Grants
YES Ambassador Program
Service-Learning Support

•

Higher Education
CMA, through its Michigan Campus Compact affiliation, has a longstanding tradition of
supporting the service-learning initiatives of institutions of higher education serving
Michigan communities. While CMA expands membership among local colleges and
universities, it will continue to work with its 43 current member institutions via the
following programs and services:
Institute on Academic Service-Learning

�Service Leadership Camp
Local Support Grants
State-wide Recognition
Networking Meetings
Student Community Action Network [SCAN]
Regional Collaborations
Publications/Dissemination
Promoting Multi-Disciplinary Service-Learning
Student Civic Engagement Opportunities
•

Training and Technical Assistance
CMA has identified five regions throughout the state that will serve as "training hubs" to
ensure all Michigan nonprofit organizations have access to essential training and
technical assistance. CMA will work through local Volunteer Centers and other
management service organizations to ensure Michigan nonprofit organizations have
access to national and state recognized training and technical assistance around
volunteerism and service-learning best-practice programming via the following programs
and services:
Statewide Initiatives
Regional Training and Technical Assistance

What role will Governor Engler play in the completion of the CMA Campaign?
If the DaimlerChrysler Corporation Fund pledges support for CMA at the $1 million
level in November, Governor Engler is personally committed to approach General
Motors directly before he leaves office to encourage them to match the level of support
provided by DaimlerChrysler Corporation and Ford Motor Company.
What impact will CMA have on youth (preparing tomorrow's leaders)?
CMA creates a whole new synergy among stakeholders in Michigan's volunteerism and
service industry, particularly in the area of youth civic engagement. Operating in
isolation, stakeholders have minimal impact on creating opportunities for all Michigan
youth to realize their full potentials to serve and lead. CMA promotes formal and
informal partnerships between local, state and national stakeholders that ally human and
financial resources toward civically engaging all of Michigan's more than 1.7 million K12 student population. CMA promotes a collaborative environment amongst
stakeholders focusing human and financial resources on a common goal of developing
strategies and initiatives at the school, community, and state levels to ensure that every
Michigan student is civically competent, caring and engaged by the time he or she
graduates from high school. Examples of current and emerging initiatives include:
•

Learning to Give seeks to perpetuate a more civil society through the education of
youth generation about "private citizen action intended for the common good"
(philanthropy). This initiative is being advanced under a partnership between
CMA, Learning to Give, the Council of Michigan Foundations, local school

�•

districts and various state and national private funders. Designed to be infused
into the core academic curriculum of schools, Learning to Give's educational
products and processes are easily applicable to working with young people in
religious education and youth service groups as well.
Michigan Civics Institute is a partnership of CMA, Education Commission of the
States, National Conference of State Legislatures, the Michigan Department of
Education, Michigan Community Service Commission, Michigan Council for
Social Studies, and Michigan Campus Compact. The Institute will assess the
status and impact of civic education and service learning initiatives at the K-12
level in Michigan. The goal of the Michigan Civics Institute is to provide
opportunities for all Michigan youth to reach their potential to become informed,
active and caring members of their communities. Michigan Civics Institute will
an outstanding national K-12 civics education model for the nation.

What is the capacity of the CMA Board of Directors to provide effective leadership?
CMA's Board roster represents a "who's who" of Michigan stakeholders in the field of
volunteerism and service. Their vision and experience have been critical to Michigan's
successes in civic engagement, and in the creation of CMA which will move service and
volunteerism in Michigan to the highest level.

�</text>
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                    <text>DO WE NEED A FUND RAISING
CONSULTANT?

�Some organizations don't, most do for a major capital campaign.
Major institutions (hospitals, universities, etc.) make use of counsel during
campaigns even though they employ highly paid, experienced staff and usually can
attract experienced volunteer leadership. They know campaigns require a special effort
the special skills of outside counsel.
Campaigns managed by counsel usually raise more money than campaigns run
without counsel. For the most part, counsel-driven campaigns take less time, use leaders
more effectively and the total cost (expenses plus fees) is usually less than 10-15% of the
funds pledged. Experienced staff is helpful, but can they do their normal responsibilities
and conduct a major campaign? Experienced fund raising volunteers are important but no
substitute for the efforts of an experienced manager to make sure a solid campaign plan is
in place and executed. Besides, it is usually the campaign director motivating the
volunteers.
Types of Fund Raising Counsel
There are several types of fund raising consulting options available to non-profit
organizations.
Consulting Firms - These firms usually provide the most comprehensive
consulting services for major campaigns. Services range from having senior
executives do periodic consultations with organizations (a service usually
reserved for major institutional clients such as hospitals and universities) to fulltime resident counsel. Resident Counsel, usually a younger person who works
under the direct supervision of an executive, moves to your city and works
completely for your organization.
Most consulting firms charge on a flat fee basis based on the time and service
provided. Almost none work on a percentage basis. The more service required,
the higher the fee. In almost every circumstance, a resident director firm will cost
more than an executive consultant firm. There are relative strengths and
weaknesses to each. Be certain to interview EVERYONE in the firm who you'll
be working with- not just the executive making the sales pr.esentation.
Consulting Firms are not "Solicitation Firms". Consulting Firms work to teach,
train, motivate and orient organizations to succeed in fund raising. Like any
consulting arrangement, volunteer and staff leaders must be very involved and
active in the campaign to succeed.
Independent Consultants - There are numerous individuals who consult with
organizations - either full-time or an adjunct to their full-time job. Many are
quality individuals with excellent track records. Some are just in it to earn extra
money or are between jobs. The major difference between an Independent
Consultant and Consulting Firm is the number of people available to work on the

�campaign. Consulting Firms will almost always use a "team approach", thereby
increasing the quality and amount of advice and guidance available.
Almost always, Independent Consultants are less expensive than Consulting
Firms - mostly because they provide less time and resources than the Consulting
Firm, and their overhead is considerably lower.
There are many very good Independent Consultants, but the same criteria should
be used in retaining an Independent Consultant that is used in retaining a
Consulting Firm. In retaining an Independent Consultant, remember that this is
the person you will be working with throughout the campaign- there is no one
else. If it turns out that you lose confidence in this individual, chances are your
campaign will be delayed and possibly jeopardized.
Solicitation Firms- There are companies, usually telemarketing firms, that will
call or otherwise contact thousands of people to seek support. They usually charge
based on a percentage of the funds raised -often times taking much of the income.
Many consider this type of arrangement to be unethical.
Fees Based On A Percentage of Funds Raised -And How Much Will a Campaign Cost?
Most fund raising consulting firms charge on a flat fee basis, based on time and
service provided. Most will not accept assignment on contingency or percentage
basis. This is consistent with the industry's Code of Professional Ethics.
Most fund raising consulting firms do this for three specific reasons:
I.

Ethics. Virtually every major association or professional organization
associated with fund raising prohibits consulting firms from charging a
percentage of the funds raised. As a member of many of these groups,
most firms subscribe to these ethical prohibitions.

2.

Clients Best Interest. Organizations need to realize, especially small and
medium size groups with little experience, that there is simply no way a
charity can hire someone to "do" their fund raising. A major campaign
requires the cooperation of the Board of Directors, Senior Staff,
Community Volunteers and Professional Fund Raisers. When a consultant
charges on a percentage basis, often times volunteers are less motivated to
follow the advice of counsel. The focus of the campaign too easily
becomes "well, of course you want me to make that visit- you'll make
money" instead of a team work approach that will further the mission of
the group.
Additionally, a percentage fee will often lead a client to pay much, much
more than necessary in a successful campaign. Generally a small or
medium size campaign should have total fund raising costs between 10

�medium size campaign should have total fund raising costs between 10
and 15 percent of the goal. A successful campaign (one that raises more
than the goal) should have the effect of lowering the percentage spent on
the campaign- again increasing the motivation of volunteers to be
involved and committed to the campaign.
3.

Long Term. As fund raising counsel we should focus on the long-term
fund raising needs as well as the imme~iate goals of the campaign. When
paid as a percentage of "cash in the door," counsel will have a tendency to
focus on the short-term cash needs and not build the long-term programs
and cultivation vehicles necessary to ensure successful fund raising in the
future.
For a campaign with a goal of up to $1,000,000, the total costs would
probably range from 10 to 15% of the goal. It would generally take
between six months and one year to conduct this type of campaign.
For a $1,000,000 to $2,000,000 goal, the costs would be 7- 10%. It would
generally take between eight months and a year and a half to conduct this
.
.
size campaign.
Above a $2,000,000 goal, the costs might equal4- 8%. It would generally
take over 18 months to conduct this type of campaign.

Benefits of Fund Raising Counsel
Utilizing fund raising counsel has several specific benefits to non-profits.
Experience- consultants that have specialized knowledge in various areas of fund
raising including prospect research, direct mail, personal solicitation, board
enhancement and many others. This allows your organization to have at your
disposal all the resources necessary to conduct a successful fund-raising effort.
Cost Effectiveness - Because clients pay only for the service they need, the costs
associated with using experienced fund raising consultants are minimized. In the
end, use of counsel often allows for as much as a 10 to I return on investment.
Success -Many fund raising consulting firms have successful track records in
terms of capital campaigns. MNA's campaign will draw and build upon those
successes.
Selecting Capital Campaign Consultants
Experience in the nonprofit sector substantiates that no one consultant or
consulting firm is right for every project. Many consultants seem to hint that they can do
it all, but logic should dictate otherwise.

�Selection of the right counsel will be critical for a successful campaign. Selection
of the wrong counsel can doom a campaign from the beginning. For this reason, be
prepared to spend some time evaluating consultants. Don't short-circuit the process for
·
expediency.
Some steps you might consider in selecting a consultant or consulting firm
Step One:

Creating a Pool to Choose From
Select a list of five to seven consultants about whom you would
like additional information.
There are several places to find the names and addresses of
qualified consultants. The best is with associates who have worked
directly with a consulting firm. Check with board members, fellow·
development professionals and institutions in your community.
Be careful, though, to select an associate that faces a similar
situation to yours. Whoever the local University used to raise $200
million might not be best for an organization trying to raise $10
million. Talk to organizations that are in a similar situation to
yours.
Don't limit your search geographically either. If there are similar
organizations to yours throughout the country, call and talk to the
executives there to see who they might have used in their capital
campaign.
Use directories. National Society of Fund Raising Executives has
an excellent directory that lists consultants, their web pages and
contact information.
Advertisements. National publications such as Chronicle of
Philanthropy, Fund Raising Management, Non-Profit Times, and
Contributions Magazine all have ads of ethical capital campaign
consulting firms.

Step Two:

Preliminary Evaluation
First, don't send a Request for Proposal (RFP). Believe it or not, it
is almost impossible to write a RFP that will cover all of the
possibilities. Besides, if you aren't sure exactly what you want,
how can you write an RFP that will get you what you need?

�Instead, call the companies you have selected as your initial pool.
Ask to speak to the president of the company. If the president isn't
available, leave a detailed message about what you want, the size
of your campaign, when you would like to start and other pertinent
information. Then see how long it takes for the president to return
your call. Most consulting firms are small firms and getting to the
top executive isn't that difficult ... and, at least in the beginning,
the president is the person to whom you want to talk.
An interesting way of reducing the number of firms you are
considering is to see who returns your call. If you have left enough
detailed information, and your situation fits within the consulting
firms' business plan, you should hear back from the president very
quickly. If you don't hear back from a firm, they are either not
interested, too busy or not responsive. Either way, your
organization is probably better off not working with that firm.
Arrange a convenient time to talk in detail with the president, or
another executive of the company. Don't just ask for company
materials. The materials you will get will extol the virtues of the
company, but not really provide a lot of useful information. It
probably won't answer your specific questions. The president or
other executive of the company should welcome the opportunity to
discuss in detail your situation and how their firm can assist you.
And you should have some specific questions, including:
(Remember, we are talking about capital campaign consultants
now. Other types of consultants would naturally require other
questions).

I.)

Explain your situation including all pertinent information:
size of goal, annual giving, strength of board, commitment
of staff and board to the campaign, how you think your
community views your organizations and other background
information. Then ask a general questions like: how do you
think your company would start a campaign process for us?
Then listen for the answer. Most experienced executives
will provide you with a lot of detailed information over the
phone and should have at least a standard description of
how they would start a campaign process with you.

2.)

Ask about the firm's experience with similar situations. By
this, we don't mean that if you are a domestic violence
shelter, the firm has to have domestic violence experience.
Look deeper. Explain what you believe the difficulties will

�be in raising the funds and ask if the firm has any
experience with similar situations. Have they worked with
similar organizations?
3.)

Ask for a lot of details about previous campaigns
conducted by the company. If the president can't provide
specific information about previous campaigns, chances are
the president wasn't deeply involved in that particular
campaign. Keep this in mind when the president does the
sales presentation and promises to be "deeply involved" in
your campaign.

4.)

Has the firm worked in similar sized communities?

5.)

Has the firm worked with organizations with your fund
raising history and experience? If your organization has
only raised $10,000 through a special event, your campaign
will be much different than one for an organization that
raises millions each year. Look for similarities ... and
differences.

6.)

Has the firm worked with organizations with similar
staffing and board involvement?

7.)

It's ok to ask about failed campaigns, but don't expect a
firm to "spill its guts" about past failures (and every firm
has campaigns that don't make goal). Evaluate how the
executive responds to the question- and what work they
did outside the original contract to help a struggling
organization.
Take this opportunity to learn. Learn about the company,
learn about capital campaigns, and learn about how the
process works. These executives will almost always take as
much time as you want to answer your questions and share
their experiences. Most small and medium size companies
work on from five to twenty-five campaigns a year (the
bigger ones will work on hundreds). When a good sales
lead comes through the door (and a good lead is dependent
on the firm's goals including type of organization and
geographic location), most executives will be happy to
share a lot of information. If they don't consider your
organization "a good lead", then you should probably
search elsewhere for a consultant anyway.

�After you have received answers to all these questions, ask
the firm to provide you with written information about its
history, client list, and philosophy. All firms will have a
standard packet of information they will provide.
Do not ask for a written proposal ... yet. Just ask for
generic information, but specifically ask for a client list,
references, and history information.
Step Three:

Evaluate Materials
Once the initial information and materials arrive, evaluate them
carefully. Did they include the information you wanted? If not, you
can either call and ask again, or reject the firm from consideration.
You want a firm that is responsive to your requests. How long did
it take them to send the materials - how responsive are they to
your needs?
What do the materials look like? Are they printed or just copied? Is
it a store bought folder with a sticker on the front? Would you be
happy presenting these types of materials to potential major
donors? Remember, the firm you hire will be responsible for
creating your organization's image and materials. If they can't
create strong, quality marketing materials for their own company,
how are they going to create quality campaign materials? Did the
firm sacrifice quality to save money- will they do that with your
campaign?

Step Four:

Presentation
After evaluating the materials, eliminate any firms you aren't
comfortable can do the job for you. Don't be afraid to eliminate all
of them and start over. It is better to delay the process now then
hire the wrong consulting firm.
A small committee might be helpful in selecting the finalists. A
thorough discussion of each company by a committee will help in
developing the priorities of the organization. Don't over structure
the process however. There is probably no need for a "scoring
grid" or other "quantitative" process. A lot of hiring a consultant is
qualitative and instinct. Grids and the like may make committees
feel better, but it rarely leads to retaining better counsel.
Ask for a personal presentation and a proposal. While it is
perfectly acceptable to ask for the proposal prior to a presentation,

�organizations shouldn't use that proposal as a barrier to the
selection process. A presentation from the executives of the firm
can be a great way for a committee to learn firsthand about capital
campaigns ... and have their questions answered without paying a
fee.
While all proposals differ somewhat, they will all contain
essentially the same information. Generally speaking, committees
will fixate on price and costs as a way of eliminating firms. Under
the process outlined above, the organization has asked for proposal
only from firms it feels are capable of conducting the campaign
process- regardless of cost.
Let the firms you have selected -the ones your organization feels
is the best regardless of price - make a full presentation. View the
presentation as a learning experience- an opportunity for your
leaders to have questions answers and your specific situation
reviewed.
A VOID "dog and pony" shows. Having each firm scheduled for 45
minutes at the top of every hour for an evening is not a particularly
valuable way to gain information. Schedule one firm in an evening
and take some time to get to know the people who will be working
with you. Chances are the firm you select will be working with
your organization for months AND will play an important role in
your campaign. To determine whom to retain based on a written
proposal and 30 to 45 minutes of conversation is not effective.
Each presentation should take a minimum of an hour, and can
often take up to 90 minutes to two hours with questions. Take the
time to learn about the people in the company and whether you like
them and can work with them for the next six months to two years.
Remember, you are about to enter into a relationship with a firm
and pay them tens of thousands of dollars- perhaps over a hundred
thousand dollars. You wouldn't hire a CEO on a 45 minutes
interview, why would you hire a consulting firm in such a short
time?
Take into account personality. Your organization's leadership will
have to work with the people you select for months, and possibly
years, so you need to like the people. Get to know everyone who
will be working with you.
INSIST on interviewing and meeting every member of the team
with which you will be working. Many firms, especially larger

�ones, will have an executive make the sales presentation and then a
campaign director will actually do the work. Insist on meeting and
interviewing the campaign director, preferably outside the presence
of the executive. Make certain that the campaign director or person
you will work with on a day to day basis knows what he or she is
doing. This campaign director is the one that will have the greatest
affect on the success or failure of the campaign --make certain he
or she is up to the job.
Any firm that refuses to include the people actually working on the
project in the sales process should be rejected. REMEMBER- it is
the people that will make your campaign a success, not the firm.
Some companies also indicatl that if the organization doesn't like
a particular consultant, the firm will" replace them. Unfortunately,
replacing a consultant in the middle of the project delays the
timetable as the new consultant learns what has already taken place
- and there is no guarantee that you will like the new consultant
any more than the one you are replacing. Insist on meeting and
interviewing the firm member(s) you will be working withBEFORE you sign the contract.
Step Five:

Make the Selection
Assuming you are working with a committee, the committee
should schedule a final meeting to discuss all of the firms you have
interviewed. The selection process is really a subjective process
and the collective wisdom of the committee must be considered.
After the committee has reviewed and discussed all of the
companies, prioritize each company and THEN check the
references. Chances are the references provided will all check out.
After all, no company is going to purposefully list a reference they
know won't say wonderful things.
To really find out the performance of a firm, take a look at their
entire client list. It should be included in their packet of
information, and if not, then request it. After reviewing the list,
pick three of four, more or less at random, and ask the company for
detailed information and contact information. See what these
clients think about the firm.
Finally, evaluate the staff assigned to your campaign. Have the
firm provide contact information for three or four clients each staff
person had worked with in the past. Check out the individuals ...

�not just the company. Make sure to get references on the people
you will be working with, not just the company.

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                    <text>ConnectMy?higan
Yes, I support the ConnectMichigan Endowment
Campaign and the goal to strengthen and maintain
service volunteerism in Michigan.
I pledge the sum of |^V^

to this campaign.

Donor
Company/Organization
Address

Phone Si 7'JE3SV0/-5
Donor signature

, „

tr

My commitment will be paid as follows:
D Paid in full
•0""Paid over: CD 1 yr &lt;Sz yrs EH 3 yrs LJ 4 yrs
&lt;k*T Please invoice me:-,0Minually QB semi-annually
Please charge my:
D Mastercard D VISA D Discover
Expiration date
Card No.
Signature

D AMEX

Please make checks payable to:
Capital Region Community Foundation
memo: ConnectMichigan Alliance

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

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DRAFf
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CMA Mission:
CMA promotes and strengthens a life-long ethic of service and civic engagement through
the support of community building initiatives.
CMA Function:
Building service and volunteering tlu·ough organizations where we live, work and leam
CMA Goals:
1. Build and support a system of organizations to get every Michiganian engaged in
service
2. Promote se1vice and volunteer solutions to community issues
3. Advance the ethic of se1vice and civic engagement through community
institutions to reach every generation in Michigan
CMA Objectives:
1. Support CMA partners and seek out new alliances to ensure "universal
connectedness" (infrastructure) around se1vice
2. Develop innovative programs and promote public policies that target solutions to
community needs through service, volunteerism and civic engagement
3. Conduct research, marketing and public relations campaigns to communicate the
need and value of service, volunteerism and civic engagement
CMA Strategies:
1. Map out the location of current CMA partners and programs related to service,
volunteerism and civic engagement.
2. Measure and track the impact of current CMA partners and programs related to
se1vice, volunteerism and civic engagement.
3. Identify the areas where CMA partners and programs are making a difference and
where they need to expand.
4. Celebrate and market the work and successes of CMA partners and programs at
the local, state and national levels.
5. Act to target initiatives and organizations towards addressing the needs, areas,
and populations underserved.

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                    <text>Last Name
AI CUM
Algra
Aurora
Slews
Bloodworth
Blue Cross Blue Shield of Ml

First Name

Org

Diana
Tiffany
Ed
Carolyn

Staff
Staff

Caldwell
Consumers Energy
Dolan
Eisler
Estrada
Hubbard
Michigan Health Council
Rosewame
Rossow

Kyle

Staff

Thomas
David
Mary
Denise

BOD
BOD
Staff
BOD

Anne
Kathy

BOD
BOD

Amy
Jackie
SUBTOTALS:

Staff
BOD

Smitter
Ta lor

BOD

Leadership Fund
Pledge
$1,500.00
$500.00

CMA Endowment
Pledge

$200.00
$500.00
$75.00
$1,500.00
$2,500.00
$2,500.00
$100.00
$200.00
$400.00
$500.00
$2,500.00
$2,500.00
$50.00

$500.00

$60.00
$1,500.00
$16,885.00

$180.00

X

Payment
method
Check
VISA
check- PIF
Check
check- PIF
Check
Payroll
1 Deduction
Check
VISA- PIF
VISA-PIF
check- PIF
check- PIF
Check

years

Notes
charge VISA quarterly

To be PIF 1st quarter of200

$1,240.00

3

check- PIF
Payroll
Deduction
VISA- PIF
TOTAL:

Begin pledge after current pi
ends

s

�</text>
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                    <text>Dear Anne, Carolyn, Ed, Terry:
Thank you for agreeing to participate in the conference call of the CMA Executive
Committee members. The purpose of the call will be to solidify the agenda for the CMA
Board of Trustees Retreat.
I have spoken with Anne and Terry about general themes and issues to address. Their
input included providing some time for board members to get to know each other,
providing overview of the organization they are leading and explaining some of the
financial issues including the justification for making a board campaign.
Please review the draft agenda below and be prepared to provide your input during our
conference call..
ConnectMichigan Alliance
Board of Trustees
Annual Retreat
Draft Agenda
1. Call Meeting to Order

Chair, Mr. Terry Pruitt, Jr.

2. Nominating Committee

Ms. Kathryn Rossow

a. Recommendations of new members (approval item)
b. Recommendations of Officers (approval item)
3. Approval of the Minutes (approval item)

Chair, Mr. Terry Pruitt, Jr.

4. Review of Financial Statements (approval item) Treasurer, Ms. Carolyn Bloodworth
End of official items to address and begin Retreat -- This part of the agenda is still
forming. Robin Grinnell will be our facilitator and is working with staff to develop the
agenda.
5. Overview of Retreat Goals

Robin Grinnell (Facilitator)

(What do board members desire from this time together?)
6. Ice Breaking Exercise

Robin Grinnell (Facilitator)

a. Fun and professional exercise to get to know each other
7. Overview of CMA

Kyle Caldwell, CEO

�a. Quick overview of CMA, partners, model and mission
b. Explanation of CMA Endowment and relationship with Captial Region
Community Foundation by Julia Oliver
c. Review of 2005 accomplishments and challenges
8. Staff goals for 2005-06 and beyond

CMA Staff

9. Reflection on Goals

Robin Grinnell (Facilitator)

10. Identifying Challenges and Opportunities

Robin Grinnell (Facilitator)

11. Defining the Role of Board Members and Staff Robin Grinnell (Facilitator)

At the end of the first day we will adjourn for dinner and our evening program. The
second day will begin after breakfast, promptly at 9:00 a.m. or earlier if that is the will of
the board. The meeting ends with a box lunch at 12:30 – 1:00 p.m.

�</text>
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                    <text>:--------"----;-~--------r--+----F~G:r0£~8~f&lt;fl
I

Michigan's'
· Promise.

�ConnectMichigan Alliance Foundation Chart

DRAFT
MCC
Council of Presidents

MCSC
Commissioners

VCM
Operating Council

~v

MNA
Tmstees

ConnectMichigan Alliance Foundation Board of Trustees
3-MCC
3-MNA
3-VCM
3-MCSC
12 Trustees

I
CMA Foundation
President

Mission
V' Promote and strengthen a life-long ethic of service and civic

engagement through the support of community building initiatives

Function
V' Building service and volunteering through organizations where we

live, work and learn

Governance
V' 12 (or more) trustees recommended by the founding partners
V' Direct the President of the Foundation to carry out the work of the

0
0

organization
Review stewardship of the Foundation assets
Trustees of foundation would meet two-tlu·ee times a year.

Operations
0
0
0

Research and make recommendations on needs for volunteerism.
Develop strategies for the foundation investments
Set the contributions for the patiners and grant to MNA and/others
for administration.
0 Either directly or tlu·ough contracting, evaluates the programs in
which they invest.
0 Either directly or through contracting, promote the accomplishments
and findings of investments

Logistics
0
0

All programs/organizations would acknowledge being part of CMA.
Could be staffed by MNA or on its own.

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Draft

r-----..

r----.
MNA
I

I

Council
of

I

: MCSC :

I

ALLIANCE BOARD
OF TRUSTEES

Executive Director

MCC

FUNDDEV.

America's

VCM

*Director

*Director

Promise

*Director

*Manager

*Special
Events
Coordinator

*Grad' Student
*Secretary

*Secretary
*Receptionist

*Manager
*Secretary

�</text>
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                    <text>v3.8.1

Start-Up Form for GetActive
Information about your Organization (Required)
Your organization’s name:

ConnectMichigan Alliance

URL of your organization’s homepage:

http://www.servemichigan.org

Information about your GetActive Center (Required)
Note: Everything on this start-up form can be edited later through your Manager Dashboard, with the exception of your center’s “code
name.”
Choose a name for your GetActive Center:
(Many clients simply use the name of their organization, but you should feel free to choose any name you wish)
Serve Michigan Update
Choose a “code name” for your GetActive Center:
(The code name appears in your GetActive Center URL. Please use only lowercase letters, numbers and underscores (but no spaces).
The code name should be no longer than 20 characters, and should be at least somewhat descriptive of your organization’s name.)
THIS CANNOT BE CHANGED LATER
servemichiganupdate
Maintainer name:
(This is the name that people will see on the bottom of your webpagess. It may be a person’s name, your organization’s name, etc., and it
need not be the name of your GetActive Center’s Manager.)
Serve Michigan Update
Maintainer email address:
(This is the email address that people will see on the bottom of your webpages.)
servemichigan@connectmichiganalliance.org
Return Number on Faxes:
(This is the default return fax number on faxes sent through your GetActive system.)
517-492-2444
GetActive Software ● 809B Allston Way ● Berkeley, CA 94710 ● Tel: 510.540.4772 ● Fax: 510.540.4163 ● www.getactivesoftware.com
1

�v3.8.1

Text for your GetActive Center (Optional)
Explanatory/Background information about your organization:
(This is a sentence, paragraph or short essay that will appear at the top of your GetActive Center homepage. It should give visitors some
idea of what your organization is all about.)
Welcome the Serve Michigan Update, a National Service bulletin and a service of the ConnectMichigan Alliance.
Sign-up text:
(This is a sentence, paragraph or short essay that will appear at the top of the page that new recruits will see when they sign-up with your
organization.)
Serve Michigan is a program of the ConnectMichigan Alliance designed to highlight public policy issues and promote national
and community service in Michigan. Sign up if you would like to see the latest updates on activities at the local, state and
national levels that can impact volunteers and the communities they serve.

Welcome message for new recruits:
(This is a sentence, paragraph or short essay designed to greet and welcome new recruits. It will appear at the top of the page new recruits
will see after they sign up with your organization.)
Welcome to the Serve Michigan Update where you will find useful information on National Service in Michigan. Serve
Michigan is a program of the ConnectMichigan Alliance designed to highlight public policy issues and promote national and
community service in Michigan. The ConnectMichigan Alliance is a partnership organization that works to build service and
volunteering through organizations where we live, work and learn.

Privacy policy:
(If you do not have one, please review your contract for an example privacy policy, edit that policy to conform with your organization’s
actual practices, and insert the edited text here.)

Information about your GetActive Center’s Administrators (Required)
Lead Administrator and GetActive’s Primary Point of Contact:
Name:

Kyle Caldwell

Email address:

kyle@connectmichiganalliance.org

Mailing Address:

1048 Pierpont, Suite 3, Lansing, MI 48911

Phone Number:

(517) 492-2440

Fax Number:

(517) 492-2444

Title:

President and CEO

GetActive Software ● 809B Allston Way ● Berkeley, CA 94710 ● Tel: 510.540.4772 ● Fax: 510.540.4163 ● www.getactivesoftware.com
2

�v3.8.1
Other Administrators:
(Please list your other Administrators in the box below. Include name, email and contact phone number. Review your contract to
determine how many Administrators you are permitted.)
Tiffany Aurora, taurora@connectmichiganalliance.org, 517-492-2441

GetActive use only below this line
DF: Y/N
MC-T: Y/N

GetActive Software ● 809B Allston Way ● Berkeley, CA 94710 ● Tel: 510.540.4772 ● Fax: 510.540.4163 ● www.getactivesoftware.com
3

�</text>
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            <elementTextContainer>
              <elementText elementTextId="705732">
                <text>JCPA-04_MNA_AE_Handwritten-Notes-on-Mission_2</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
            <elementTextContainer>
              <elementText elementTextId="705733">
                <text>ConnectMichigan Alliance handwritten notes on mission 2</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="39">
            <name>Creator</name>
            <description>An entity primarily responsible for making the resource</description>
            <elementTextContainer>
              <elementText elementTextId="705734">
                <text>Michigan Nonprofit Association</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="41">
            <name>Description</name>
            <description>An account of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="705735">
                <text>ConnectMichigan Alliance handwritten notes on mission 2. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MCSC) and the Dorothy A. Johnson Center for Philanthropy.</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="49">
            <name>Subject</name>
            <description>The topic of the resource</description>
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              <elementText elementTextId="705736">
                <text>Dorothy A. Johnson Center for Philanthropy</text>
              </elementText>
              <elementText elementTextId="705737">
                <text>Charities</text>
              </elementText>
              <elementText elementTextId="705738">
                <text>Philanthropy and Society</text>
              </elementText>
              <elementText elementTextId="705739">
                <text>Fundraising</text>
              </elementText>
              <elementText elementTextId="705740">
                <text>Records</text>
              </elementText>
              <elementText elementTextId="705741">
                <text>ConnectMichigan Alliance</text>
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              <elementText elementTextId="705742">
                <text>Michigan Nonprofit Association</text>
              </elementText>
              <elementText elementTextId="705743">
                <text>Michigan</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="42">
            <name>Format</name>
            <description>The file format, physical medium, or dimensions of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="705744">
                <text>application/pdf</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="51">
            <name>Type</name>
            <description>The nature or genre of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="705745">
                <text>Text</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="44">
            <name>Language</name>
            <description>A language of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="705746">
                <text>eng</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="45">
            <name>Publisher</name>
            <description>An entity responsible for making the resource available</description>
            <elementTextContainer>
              <elementText elementTextId="705747">
                <text>Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49453</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="47">
            <name>Rights</name>
            <description>Information about rights held in and over the resource</description>
            <elementTextContainer>
              <elementText elementTextId="705748">
                <text>&lt;a href="http://rightsstatements.org/page/InC/1.0/?language=en"&gt;In Copyright&lt;/a&gt;</text>
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            </elementTextContainer>
          </element>
          <element elementId="48">
            <name>Source</name>
            <description>A related resource from which the described resource is derived</description>
            <elementTextContainer>
              <elementText elementTextId="705749">
                <text>&lt;a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515"&gt;Our State of Generosity collection, JCPA-04&lt;/a&gt;</text>
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            </elementTextContainer>
          </element>
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