187 24 26018 https://digitalcollections.library.gvsu.edu/files/original/082e4e88b428c2dd86da1887c11eb977.pdf 64f845f491ed7da6a06ef954807825a4 PDF Text Text Mail this registration card and fee to: Registrar, Council of Michigan Foundations, P.O. Box 599, Grand Haven, Ml 49417 (Checks should be made payable to Council of Michigan Foundations) NOVEMBER 8-10,1989 Hyatt Regency Hotel, Flint Name Title--------------- Foundation, Bank or Corporation - - - - - - - -- - - - -- - - - - - - -- - - - - -- - - - - - - - - ____________________________________________________ Phone( ___ ) _ _ _ _ _ _ ___ DiffiCULT CHALL[NG[S [XCITING CHOIC[S Street ____________________________________________________________________________ State City Zip------------ Spouse's Name _ _ _ __ _ _ _ _ _ _ __ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ____ FOUNDATIONS • BANKS • CORPORATIONS �Complete both sides of one card per conferee or couple. Please attach additional registrations. Enclosed is$ for reservation(s) for the November 8-1 0, 1989, 17th Annual Conference to be held at Hyatt Regency Hotel, Flint, MI. CMFMember Non-Member * 0 EARLY Full registration incl. six meals, November 8-10, 1989 (Register before I 0/ 18/89) ... ...... ... ... .... ....... ............ ...... $250 0 EARLY Full registration incl. six meals, November 8-10, 1989 (Register before I 0/18/89) ................... ........................ $375* 0 Full registration incl. six meals, November 8-10, 1989 .................. .... .......... .......... ... $275 0 Full registration incl. six meals, November 8-l 0, 1989 .... .. ........................ ......... .... $400* Partial Registration (Members & Non-Members) November 8, 1989 November 9, 1989 0 Reception, Dinner & Session .. ........ $65 0 Breakfast & Morning Sessions ...... :...$60 0 Lunch & Afternoon Sessions ............ $60 0 Reception, Dinner & Entertainment .. $65 November 10, 1989 0 Breakfast & Morning Sessions ........ $60 0 Lunch Session .................................. $55 0 Check if vegetarian meals desired. Call CMF for Community Foundation registration information. *Non-Member representatives attending the full Conference will receive member rate if joining CMF within one month following the Conference. Spouses are welcome and will be charged the same registration as paid by a Member or Non-Member as the case may be. NOTE: CANCELLATIONS WILL BE HONORED UNTIL WEDNESDAY, NOVEMBER 1, 1989. TOURS Tours will be conducted Wednesday afternoon, November 8 at 2:00p.m. and by advance reservation only. Please check the appropriate box. 0 Medicine on the Cutting Edge 0 Buick City 0 Historic Homes on Parade 0 Crossroads Village 0 Charles Stewart Mott Foundation Offices � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_AC_Registration-Card Title A name given to the resource Council of Michigan Foundations 1989 annual conference registration card Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations 1989 annual conference registration card. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49794 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989 https://digitalcollections.library.gvsu.edu/files/original/5f79c26ce130513f86c3d64e8544d6b9.pdf 833a07732b14c7784e64906510a1707f PDF Text Text WELCOME TO A MERRY-GO-ROUND , EVENING! MICHIGAN COUNCIL ON FOUNDATIONS THURSDAY, NOVEMBER 9, 1989 �....... / Ha~ Coats -~- 1- -- �lour -- ~ \'5+ or'-j e.+ !=llf\T I I "' •• .•• • • r. . ) *~tl ' I ,' • i\ !..\ I ~ I I / greeTers - )f UJ \ \ \ -+o.~e 'iotA 4-o dlnne...r -ta,ble-5 +he. ~..-ov~ hC!>u-r '"tx>si-i+ute.-. �MU S I C P R0 GRAM Sloan Museum Iodine Raincoats, Progressive Rock Flint Institute of Arts Mary Margaret St. John, Violin Favorites University of Michigan Theatre Host: Will Hertz Carolyn Mawby conducting the Univeri t y of Michigan - Flint Chamber Singers Alumni Choir Selections from Carousel Wade and Julia Mainer, Bluegrass Music New Reformation Dixieland Band, Jazz Stage Manager: Dave Thompson A C K N 0 WL E D G E M E N T S Hosts for Sloan Cocktail Reception: CITIZENS COMMERCIAL & SAVINGS BANK MICHIGAN NATIONAL BANK NATIONAL BANK OF DETROIT - GENESEE Ceramic Carousel Horses - Sloan: CHERYL EDWARDS Also: Flint Institute of Arts University of Michigan-Flint Flint Area Convention and Visitors Bureau Flint Sparks � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_AC_Welcome Title A name given to the resource Council of Michigan Foundations 1989 annual conference welcome Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations 1989 annual conference welcome. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49795 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989 https://digitalcollections.library.gvsu.edu/files/original/001b913b7ee69d1b7486a9b9b9f876c2.pdf 467f68ffe011fc24422c0f8782442bad PDF Text Text Michigan's Community Foun·dations �Community foundations pool the gifts of many donors to form a permanent endowment. The interest earned lly the endowed funds is given as grants to support emerging and worthy charitable programs in the local community. The community foundation can be extremely flexible, versatile, and complex, but at the center is a belief in the building of community capital through permanent endowment. ��--- -·- --- Council of Michigan Foundations .__ P.O. BOX 599 ONE SOUTH HARBOR GRAND HAVEN, MICHIGAN 49417 616 842 7080 FAX 616 842 1760 Community Foundations Project Staff Dorothy A. Johnson President Kathryn Ann Agard Program Director-Community Foundation Project Judith A. Steudle Secretary-Community Foundation Project Building Community Asset5 Total Michigan Community Foundation Assets by Fiscal Year 0 Assets in Millions 300 200 100 1--· 1984 --·- 1---· · 1985 1986 ·-- 1987 Funding Michigan's Future Total Michigan Community Foundation Grants by Fiscal Year 0 Grants Paid in Millions 4.0 "'"'~ M 3.0 "'"1. 0 2.0 I II I 1), II Ih ~ "':it ! "'"'IIi ~ ;:::: .... .,.; ~ ~ N" ~ 1988 �I IIIIIIIIIIIIIIV I tlllltclillllll f'roj t:l HI It -- Dorothy A. johnson President Kathryn Ann Agard Program Director-Community Foundation Project Judith A. Steudle Secretary-Community Foundation Project Building Community Assets Total Michigan Community Foundation Assets by Fiscal Year 0 300 200 Assets in Millions x----------------------------- ~--­ ..: .... ..... t! ~ ~ - - - - - - - - - - - - - - "' - - - - <D - - - - - - "' - - -- ...._ ~ C\1.. ""- ~ ~ --- ~ ---- ~ ~ .... N ~ ------- - =-0') ~ r ~ C) S; M N ~ ·-- - o·----,...-.----1 "' ~ r-- 100 -- r-- r--- 1984 1- 1985 -- 1986 t--- 1987 1988 Funding Michigan's Future Total Michigan Community Foundation Grants by Fiscal Year 0 Grants Paid in Millions 4.0 "' "'~ 3.0 ;:: !··········............................... ,,,,,.. ,,, ...........«>............... . .......~· ···· "' C) "' 2.0 ~ "' <li fi . . . . . . . . . . . .~~·· . . ········· : .... .... "' a) p ~ 1984 1985 .... , ....... 1.0 © 1989, The Council of Michigan Foundations One Soulh Harbor, Grand Haven, Michigan Design : The Muskegon Lake Company 0 1986 1987 1988 �Dear Colleague: The Council of Michigan Foundations represents the interests of grantmaking foundations in the state. Private foundations, corporate foundations and giving programs, and community foundations make up the 254 members. Believing in the important role played by community foundations in philanthropy, the Council has provided the leadership for several initiatives to strengthen and expand the network of foundations in Michigan. $18 million in new funds will be added to local communities during the next three years with projects that include: support for youth in philanthropy; energy programs for nonprofit organizations and the poor; and a new State of Michigan Tax Credit. Much of the development of Council programs to assist community foundations is the result of support from the Charles Stewart Mott Foundation and the W.K. Kellogg Foundation. The Charles Stewart Mott Foundation is the national leader in development of community foundations and they have, for the first time, brought this support to the state level in Michigan. The Council of Michigan Foundations is proud to introduce you to our community foundation members. In these brief descriptions, you will see the benefits of philanthropy and the power of permanently endowed community capital. Their stories differ... but the commitment to meeting emerging local needs with creativity and integrity sustains them all. At press time, we are informed that Dr. Peter R. Ellis, Program Director of the W.K. Kellogg Foundation, has died. Pete's vision and love for youth were the driving forces behind the Youth Initiative Projects under development by community foundations throughout Michigan. He started the "Excellence in Education" program in Battle Creek that recognizes outstanding academic achievement in students and the teachers who inspire them. "Excellence" programs now operate across Michigan sponsored by community foundations. Pete was a great booster, supporter, and coach for Michigan community foundations. We would like to dedicate this first book of Michigan Community Foundations to Dr. Peter R. Ellis. Sincerely, Dorothy A. Johnson President Council of Michig-an Foundations �'I' "'"' tltill Albion Gzvic Foundation Ann Arbor Area Foundation Battle Creek Community Foundation c11111111111111\ lot lu dtc ch 11 lop IIH'cll of .1 pool of .t~sc t.~ foe c ollllllllllll} hC'tl< 'l lilt" Ill, he ((Htndcd thl' Albion Civic Foundat io11 in 1968. The board of trustees, made up or I:~ local leaders, guides the operation of the Foundation which reached $870,014 in permanently endowed assets at the end of 1988. Much of the Foundation's activity has been directed toward preserving and improving Albion's downtown area as a vital center of com- and SJ>OIISOI ing ;t S lllllllll 'l IHIIclucol 1111111 CI ries. Most n·cTIIIlv. I ICC' l•cnlltcl.cllloll lc.t• 111 ,,j, a mission n ·Ltll'cl C'IICIOI-\-1111'111 111\C 'dill< 111 f•l purchasin14 a dcll'lior;IIC'cl cl""'"'"''" ~'"'' ''""' building, which it has rl'luthisiCt cl "' I'·"''" c ship with the Alhioll Civic l.ilc- l'lntc·c t f111 " • as a volunteer support <Tilll't. ' ll11 1111)',1' c In 1960, a study group made up of Ann Arbor community leaders who were active in philanthropy convened at the suggestion of the local United Fund board to evaluate areas of unmet need. They focused on the need for a fund to provide seed money for new nonprofit projects and programs. In 1963, the Ann Arbor Area Foundation was founded to fill this need on a permanent basis by establishing a growing endowment for the area. , By 1988, total assets were in excess of $2.8 million, enabling the Foundation to grant $108,666 to community projects. History has shown that the grants have benefited the community in many ways, 278 pro- grams and projects performed by I'Hi agC'tH tn have been funded because of the Foundatioct In the 1970's, it was the Foundation wl111 funded the still little known idea of a dmp off recycling station at the Ann Arbor Ecologv Center. The Foundation actively assisted the· founding of the local Hospice program. In 1987 the Foundation suggested that some of the 39 agencies providing assistance to the elderly in the community form a consortium to consider their needs and submit a joint grant proposal. This was met with great enthusiasm, since a joint program had never been done . They identified a pressing need for a pool of readily accessible volunteers to assist the older Harry R. Davidson, Robert B. Miller and Leonard L. White decided in 1974 that Battle Creek needed an active public foundation to meet the funding requirements of many projects developing for the area. The Foundation began with support from the August C. Kendall, and Albert L. and Louise B. Miller Foundations . Rapidly securing support from the community and with vital assistance from the W .K. Kellogg Foundation, the Community Foundation has grown to nearly $10 million in assets in 1989. This major foundation serves as the leader of an effort to develop a new senior center for Battle Creek. They are working with other lo- agencies to implement an energy conservation program for nonprofit agencies and the frail elderly. The Foundation Board and staff seek solutions to complex problems including discussion on planning for the Battle Creek area and in work on a task force on the prevention of teen pregnancy. The foundation provides scholarship funds for local students. They also manage the endowment funds for local nonprofit organizations such as the Binder Park Zoo, the Battle Creek Health Fund, the Battle Creek Symphony Orchestra, the Kiwanis Club Arts Endowment and the Calhoun County Chapter of the Red Cross. These organizations profit from the profes- 1111 �Albion Civic Foundation Thomas T. Lloyd; an Albion foundryman and executive, believed strongly that people who prospered in Albion should give something back to the community. To begin the development of a pool of assets for community betterment, he founded the Albion Civic Foundation in 1968. The board of trustees, made up of 13 local leaders, guides the operation of the Foundation which reached $870,014 in permanently endowed assets at the end of 1988. Much of the Foundation's activity has been directed toward preserving and improving Albion's downtown area as a vital center of com- munity life. Thus the Foundation has played important roles in adding to and developing the city's downtown riverside parks, cleaning up the Kalamazoo River, renovating the Michigan Central Train Depot, developing a riverside market plaza, funding Albion Downtown, Inc., and sponsoring a summer outdoor concert series. Most recently, the Foundation has made a mission related endowment investment b) purchasing a deteriorated downtown storefront building, which it has refurbished in partner ship with the Albion Civic Life Project for usc as a volunteer support center. Through ;1 Ann Arbor Area Foundation In 1960, a study group made up of Ann Arbor community leaders who were active in philanthropy convened at the suggestion of the local United Fund board to evaluate areas of unmet need. They focused on the need for a fund to provide seed money for new nonprofit projects and programs. In 1963, the Ann Arbor Area Foundation was founded to fill this need on a permanent basis by establishing a growing endowment for the area. By 1988, total assets were in excess of $2.8 million, enabling the Foundation to grant $108,666 to community projects. History has shown that the grants have benefited the community in many ways, 278 pro- grams and projects performed by 146 agencit's have been funded because of the Foundation . In the 1970's, it was the Foundation who funded the still little known idea of a drop-oft recycling station at the Ann Arbor Ecology Center. The Foundation actively assisted tlw founding of the local Hospice program. In 1987 the Foundation suggested that some ot the 39 agencies providing assistance to the del erly in the community form a consortium to consider their needs and submit a joint gn1nt proposal. This was met with great enthusias1n, since a joint program had never been doll< '. They identified a pressing need for a pool of readily accessible volunteers to assist the oldn Harry R. Davidson, Robert B. Miller and Leonard L. Wh ite decided in 1974 that Battle Creek needed an active public foundation to meet the funding requirements of many projects developing for the area. The Foundation began with support from the August C. Kendall, and Albert L. and Louise B. Miller Foundations. Rapidly securing support from the community and with vital assistance from the W.K. Kellogg Foundation, th1• Colllnlllllity Foundation has 1-(IOWII to 111"011ly $10 •nill11111 in ,1 ~c·t in I '1~'1 I II I 111 lj••• It , , I· cal agencies to implement an energy consc·• "·' tion program for nonprofit agencies and t l1c frail elderly. The Foundation Board and ''Ill seek solutions to complex problems inc lwl111 • discussion on planning for the Batt II' ( :, e c I area and in work on a task liHT<' 011 the Jill vention of tt'cn prl'gnanc y. The f(>Undation JlHI 11l1 1 hol;uship l111td '"' local .~tuclc·••t ll11 \ t1 11 n1.111,1K1 the 1 111le11 ln1 leu d nn1'11111l t oq 1111 tll1111 Battle Creek Community Foundation 1\llltl 11 I I Ill I /II., 1111 1\.lllh ( I II I �lho I' '' I I" It 'I '"' ' Ill I " 1111 d 111111 I'ICIIIt ut~-;.lld/olllllll ' tllllli 111, 11111 1111' 1'11hlic schools in a 'ttl '"'"'' Itt llllllllll' nuzcn partinpa1 111 Ill I tolllllllllllly ltic-. ll11 ""ld1 1111 dc·c·p <mntniuncnt of its volun11 o 1 11111 t.tll, tlw 1\lhion Civic Foundation's I''"K '"'II ~. f•,l.llll~ a11d pn~jccts are strengthenItt) tlto gto·,tlt't 1\lhion Community . I I 'I' 111111 tol II II ' It! .ultilt to live independently for as long as postltlt• . !Itt' Foundation committed $55,000 over three yo•.~ts to develop this program. This network lt,IS grown from 25 volunteers to 60 in the second year making over 1400 service calls in 1!lHH alone. 1\nn Arbor has a wealth of knowledge, culture, research, medical facilities, strength of community involvement and identification. With this in mind the Foundation Board of Trustees have committed themselves to the goal of raising their assets to $5 million in the next 3 years. The Foundation hopes to continue to be a major force in philanthropy. Ho.11d ol 't'tusi<"<'S l't<'std< ' ttl. ( :atcd ()osltllg Executive Secretary: Nancy l'olc<'t Founding: 1968 Total Assets: $870,014 in 1988 Total Grants Paid: $18,703 in 1988 Service Area: Greater Albion Area D Board of Trustees Chairman: Steve Dobson Executive Director: Terry Foster Founding: 1963 Total Assets: $2,853,234 in 1988 Tot~l Grants Paid: $126,321 in 1988 Service Area: Ann Arbor Area . 111 1' lu11ds l(>r c I ht• endow- \ 111 phony Or- 1 udowmcnt and I 1he Red Cross. It 1111 I he profes- sional endowment management expertise of the Foundation and economies in fees and reporting. In assisting community projects, the Foundation holds funds temporarily for programs such as the Battle Creek Cereal Festival, the Lakeview Education Foundation and the Cultural Center Study Committee. Donations receive maximum tax deductibility, are managed prudently and spent on developing projects. The Battle Creek Community Foundation's leadership, the commitment to collaborative problem-solving, and creative grant-making strategies are assets to the continuing development of the Battle Creek area. 0 "' 0 "' It) "'- ~-- ---· · ··· 0 ---~-- 0 N' 1985 1986 1987 1988 . Statistics: Board of Trustees Chairman: Chris T. Christ President: James M. Richmond Founding: 1974 Total Assets: $4,421,310 in 1988 Total Grants Paid: $750,000 in 1988 Service Area: Cities of Battle Creek and Springfield, and Pennfield, Bedford and Emmett Townships 0 - - ----gc----r;;-- ~ g ~ ~~ 3.0 1984 ---- '<t Assets in Millions D Assets in Millions c;; - 5.0 '<t ~ .................. g 4.0 I 3.0 0 0 0 i 2.0 M' ~ ·· ·-- ..-·------·-·· "!. ~ "'m § r..: ~ It) N' f- ~ i, ex>_ 1.0 '-- 0 1984 1985 1986 ~- 1987 '-- 1988 L- �I I tho I''"'' 1 11duw111g 1,000,000 In Jllllll .llll'lllly .~I'IVI' the IOIIIIIlll nlty, tht• Foundation has grown rapidly and successfully from its 1982 beginning. When the community identified development of the riverfront as the primary community goal, the new Foundation tackled the project. During their "spare" time, the Foundation organized a clean-up project and "Spring Dig" involving over 700 volunteers. More than 200 flower beds were prepared for the annual planting of thousands of petunias to beautify the entryways to Bay City. A used fuel oil truck was converted into a "Petunia Patrol" truck and l•nt llrcl,tt IIIII ,11 11111111 lo till hood Build1· r s Allia111 I ' ~;r.1111 '" IIIIJII oo 1 neighborhood and is pro111oting I'll I' I gy 1 oor 1 r vation among non-profit organizations. Sn•o t,tl hundred civic leaders participate on 1 nrnoroll tees for education, Railtrail devclopm•· or 1, l.o cade lighting, outdoor education, schol."''"l' log cabin preservation, youth projects, and ''" waterfront development. The Bay Area Community Foundation sou o' ,., fully gathers the positive energy of hundr ('(1, • ol concerned and committed residents who ""''"' teer for philanthropic activities. William A. Vawter II gathered together a group of local leaders in 1952 to form t.he Berrien Community Foundation. Starting with $5,000, the Foundation now has assets near $2,500,000. Over the years, the Foundation has funded a wide variety of civic projects: a Berrien County Juvenile Court Program, the Benton Harbor Soup Kitchen, the Family Crisis and Communication Center, and the New Buffalo Railroad Museum, to name a few. The Foundation also supports adult literacy programs around the county and numerous other projects that 1111'1'1 the area's emerging needs. Directed by a nine member Board of Trustel's, the Foundation guided the local symphony to ward future funding stability by giving a "ch,tl lenge grant" to the orchestra to help establish an endowment fund. The Foundation has assisted the Berrien County Parks and Recreation Commission in its efforts to develop a special fund within the Foundation to enhance the support available fo r the county's parks. 111d 111 Bay Area Community Foundation Berrien Community Foundation . Buchanan Area Foundation ' ·, The Buchanan Area Foundation was founded in 1977 to provide a mechanism for tax deductible gifts to be used for community related projects. In 1988 the Foundation received the proceeds of the sale of the local Unity Hospital adding almost $600,000 to its $50,000 endowment. Public donations and interest on endowment funds of t.he Foundation arc used for loans and grants to students and for civic pn~jects such as lit<' Midd It- School Arbor l'roj(·ct. tIt<· purl' has<' ol llll'dit.tl I'CJllip1111'rtl lo1 tlrl' hospilal, sponsor - -~ ::.i~·'"' ship of student exchanges and a Washington Close-Up Educational Program. Buchanan is a community of 5,000 in Southwestern Michigan . The Foundation's grants have enhanced opportunities for area residents and allowed young people to seek further education. The vehicle of the community foundation provided the means for locally raised capital invested in the Community Hospital, to remain in service to the community when the l Iospital was sold. - �Statistics I d a Neighbor'''' to improve a 1111 t•ncrgy conserttll!ottions. Several ljl-ttc• on commitIt dr dopment, faI 111114 ''""' · scholarships, • I'' ojt·cts, and the D Assets in Millions Board of Trustees President: Ward "Dutch" Vanderwill Executive Director: Peg Rowley Founded: 1982 Total Assets: $2,228,000 in 1988 Total Grants Paid: $70,366 in l9R8 Service Area: Bay County Voluntens install Jlouwr beds in a Bay Area Community Foundation beautification project. 2.0 tollltdation successo II( hundredS Of tdr 111~ who volun- ' I D 11 •I' rt that meet 11 11 I I t'<" r< ·;11 ic '" lnp 01 Sj)( ' ( i,tl II• 1 nh .1111 c· til<' I' II ~ Statistics: Assets in Millions 3.0 Board of Trustees President: John Steimle Executive Director: Kay Delle Koch Founding: 1952 Total Assets: $2,481,141 in 1988 Total Grants Paid: $73,875 in 1988 Service Area: Berrien County 0 0 0 n I '.o0 "'111. -¥- -'- L-LJ~_jl_. . ., _L-~ - '- " -·L_~-_, _JL,_ _ ~_ L. -J:_'- - o-/ 1984 ~~ I IIIII IIIII Statistic.'i 1\o,tt d ol 'l't u~tc·r ·s StTr<·tary: I .out I )co c·ttlwqr, !<:sq . htllllclllll-l I"' d I ),Ill I I : 1111 I I It I II I 11177 $1t'I?,H:I' 1 l',llcl : Assisli I!K Smior CiliZI'II.\, I'IHH 'llo'','H,() Ill I'IHH ill 1\111 hIll Ill \11 1 1 Ill/ !ln11 !1!11111' (.'om 11111111/y l'tlltllrfll //Ill/ /tiiiJ{It/1// . .;- 2.0 1985 1986 1987 1988 �I II I II I I II I II II I I I IIll II I It I 1 Ill IIIII I till'"' Ill Hill tid Ill lultllcl illttll 11ow lt.t~ l111ul' to IHuld ilu l•tiiiiHI.ttiOII 1111o .1 nt.tjot pltila11tlu opic asset. As a result ol tltt' llH_T gcr of Cadillac Rubber and Plastics with Avon P.L.C. of Great Britian, the foundation was endowed with a gift of $500,000. Peter F. Barry, a foundation trustee and, President of Cadillac Rubber and Plastics, demonstrated commitment to the Cadillac area and his belief in the potential of a community foundation by providing this founding endowment. vadillac rea Community Foundation The Capital Area United Way's Long Range Strategic Planning· Report in 1985 looked to the establishment of a community foundation for the greater capital region. The United Way sought a way "to ensure the community has an ongoing and effective deferred giving program, in order to generate increased resources to support human services." In 1987, the new Capital Region Community Foundation began and continues with the support of United Way including offices, secretarial help and equipment. The mission includes endow- Capital Region Community Foundation - - -.' Civic Foundation of Chelsea ' .. ·.-- The Civic Foundation was established in the spring of 1982 by a group of community leaders with the idea of providing startup funds for new community programs or to help in financing special needs that do not come within the budgets of existing social service organizations. CFC funds are generated through membership fees from individuals and business en terprist·s plus special gifts from families, estates, and other benevolent sources. The Fo11ndat io1t now provides seed money ror spcci;tl p1ojt'< '' and convenes a forum of ;tll loctl nntl pt ol 11 llu ltutl 11 Ill II\ II , Ill I 11111111111 d '" Ill dIll d.tllllll ,I lt,ultiiK '""I 1111 d 'I'' tilt lilt' Ill tl11:0. lll',lllliltd IIIII till Ill I 1111111 1 I tilt stro11g lOIII lSI b;tsl' .111d ,1 cit \1 lll]llllf: 111cl11 Ill tl prcscnr<'. Next year the l(HtiHiatioll will dtlllllll \ lt.tl• It significant grant making polt'tlti.tl '"'I"" ment generated support of a wide range ol services that include but arc not limited to tl11 human service system. Mary Olson, foundi11): trustee, became the new Executive Director i11 19R9 upon receipt of an initial organizi11g grant from the Gannett Foundation and tlw United Way. A 36 member voluntary Board ol Trustees leads the foundation's growth and <k velopmcnt. Now in a start-up phase, the Foundation h;ts developed an innovative energy conservatio11 project for eight area non-profits. ' .. ·-- :.t~ organizations l(lllr times a year to discuss common issues. TIH· ho;11 d or 1rustees administer a general f'u11d <tnd an endowment fund. Projects funded include " lifeline system for senior citizens, tTnovation or the Chelsea United Methodist lloltll', 01 stwlcnt nature and summer activities pwgt.llll, gtants lo the Depot Association, conIt ihution toward building a new facility to ltniiM' tltt' !';lith in Action outreach program, ollld lwlp towards the purchase of an aerial t111<l lot the loc<tllirc department. �II I , 1 • tl ( .t.llll 1 1' 11, ,\t • ,1 ~ r ~oo . ooo 111 1111 II II ! II . It 111111 () ( Ill Ill ' I .II I . BtciWII c Srho/m .1hijJ tl'ti/Jif'llls Jiom lht• /Jatlll' Cm•li C:olll/lllllli tv JIIHCJ Frnwdati011 I CIH\1 :. ultiLw /\tl'a 1.0 f· 0 1987 1988 Statistics: 11 11 ot~anizing II t~ltlltlll t and the Board of Board of Trustees Chairman: Douglas Milbury Executive Director: Mary L. Olson Founding: 1987 Assets: Received no monies until 1989 Total Grants: -0Service Area: Clinton, Eaton and Ingham Counties onscrvation D Assets in Thousands Statistics: 20 0 0 Board of Trustees Chairman: Willard Johnson Founding: 1982 Total Assets: $8,750 in 1988 Total Grants Paid: $11,200 in 1988 Service Area: Chelsea Area odation, confacility tO Ill it e arh program, l1 1 1 or an aerial I N .n -----·-· The Capital Region Cornrnunity Foundation's Energy Fitness Program inspects lower income hornes. 10 g ----·-·--·· ~ 8.... ai ,..: cO II C'W 0 Ir I 05 1110 1 Of I II �t I lllj '"'' l 1z ~ Colon Foundation Community Heritage Foundation of Eaton Rapids Community Foundation of Greater Flint till y, 1 I Ill df !ltd 1tlltttl.lllltll Jll';lttltf I I I 1111 d I lltttlttllttli Ill 1111111" ., !Itt iltt .11 I 1111111111 1111' .111,1, JIIII\'Hit • 11'1 lt ' .tiiOtl ,111(1 .ISStSI With 1111hli1 t'dttt .1111>11 a11d (hat itaiJJc l'f Iotts. Started in I \Hi:~, the Foundation has funded programs in part for the Community Historical Society for building improvements, for Colon's Sesquicentennial Signs, and for scouting. I ttllllt 1 ltttttlt . llld ll~t • ltl,tkt•t S of nl I lilt ldtttlt ~I.IJ•h I '""I J' II qtlll Ill dl 1 1 I the wot ld In• lllcllllf' till' ~ I'' lll.tgtt 1,111' 111agir capital of cial magic of a community lttlllld.tttOII. While many contributed their dli>rts in fo11ttol ing The Colon Foundation, it developed "'·""" through the work of Dr. George HodJ t"""' considered the founding father. Building a community foundation on proven service, the Foundation Trustees are "hands-on" community developers. Seeking restoration of the Miller homesite (the Miller Ice Cream Company) for civic, historic and educational uses, this new foundation is proving its ability to tackle a project that benefits the community. Started in 1988, the Foundation received title to the historic Miller Dairy property which includes the unused home, barn and the manufacturing firm. With a vision of a community teaching facility, grit and elbow grease th<" Foundation Trustees see a future senior activit y center, bed and breakfast for visitors, and : 1 community center. Efforts by the trustees have attracted govern ment, business and community support with dollars, supplies and volunteer labor. Phase two of the foundation's growth is underway as it begins to secure a permanent endowment fix future projects in Eaton Rapids. Local trustees, members and professional staff with integrity and vision formed the Community Foundation of Greater Flint in 1988 through the merger of the Flint Public Trust and the Flint Area Health Foundation. Building on the strengths of the predecessor organizatio!11":J, the Community Foundation plays a major, positive role in the quality of life in Genesee County. Embarking on an energetic campaign to raise permanent assets to $20 million, the Foundation uses interest on endowed funds for a wide range of projects: minority college access; inservice training of early childhood professionals working with children of divorcing parents; a road race; a touring youth theater; and expanding school/community partnerships and prenatal classes for pregnant teenagers. Targeting families and individuals with the highest levels of medical need and risk and the least access to care, the Community Foundation has supported the Hamilton Family Health Center to help decrease these barriers. The Community Foundation has assisted in underwriting the planning and implementation of this primary care health center, specifically to provide the nee dy with a dependable source of first line medical care. During this effort the Community Foundation has convened parties to discuss community �I ol.tl <;,,tills l'aid : 0 in I ~lHH S<'t VH <• At ca: Colon 1984 D 1985 1986 1987 1988 Assets in Thousands 0 300 Statistics: I IIICII I IIIII N, and a govern I IJi j)Ort With l.t hor. 1 I Phase lti Hicrway as l1 t <0 N ac tivity li l t 11 lt•d I 111 ,.---------~------- ~~- ltd OWlllCllt for Board of Trustees Chairman: Mike DeGrow Founding: 1988 Assets: $261,330 in property in 1988 Total Grants: -0- in 1988 * Se1vice Area: Eaton Rapids * Support provided to the restoration of the Miller Homestead is not included. 200 100 "' N The Miller House restomtion, a project of thr Community Heritage Foundation of Eaton Rapids 1987 need and also served to involve other fou ndations and organizations as primary fundi n g partners to develop a j oint community initiative. nul risk and the y Foundation l ,1111ily Health harriers. The 1 1 tt·d in under•pl• u1 cntation o f 11 • 1, sp •cifically to 1" nd able source 1111 11 t t lltttll y Foundation I · 11 s community D 1988 Assets in Millions 20 ,.... ____ _ "' Statistics: Board of Trustees Chairperson: Helen Philpott President: Arthur L. Tuuri, M.D. Founding: 1977 Total Assets: $13,721,111 in 1988 Total Grants Paid: $776,059 in 1988 Service Area: Genesee County 0 ... ..,f' ~ ~ 10 ·······M 0 "'0 r:: f-- - A '-- 0 -¥---.L-L--~_L_L__-~_L_L__-~L..._L___'----.---:---L-r./1984 1985 1986 1987 1988 �Ill Jour County Foundation 1111 1111111 I ll11 1 II tl Itt jUIItll 11tl11l 111 lltfl 1111 111111111111111 ,, I I I'll d 1ft II I d1111 Ill If Ill \',11 IUit' l1111d dll\1 II( lf11 ho l'lf ,d II~ till 111111 lllltllit y sp11 lll'd p< oplc 111 till .111 '. 1. A c1111111111 nity foundation prov!'d to hi' lhl' .tnswc·1. Serving the intersecting corners or four nHtll ties that make up the hospital referral area, the new foundation funds education projects, supports non-profit organizations, serves youth and senior citizens and continues its commitment Greater Frankenmuth Area Community Foundation For the nation 's bicentennial celebration, Frankenmuth lea<;lers developed a community foundation as a vehicle to assist the area into the next century. Founded in 1976, the foundation has awarded educational scholarships, underwritten youth and adult programs for the Historical Association and the Theater. The Foundation served as the catalyst lot It local churches to develop a program '"' l• nevolent purposes. The Foundation co111111111 its growth toward the 21st century with a • 11111 mitment to the future of their communitv. In Newaygo County the dream of a local teacher to provide for the unmet basic needs of her underprivileged students and the foresight of a civic-minded attorney who first incorporated a philanthropic forerunner organization have evolved into a major community resource for the county. With over $33 million in assets at the end of 1988, the Foundation returns more than $1 million annually in grants to this predominantly rural area. In 1971 the Fremont Foundation split into two separate organizations: Newaygo County Community Services (NCCS), and The Fremont Area Foundation. The Foundation provides nearly 90% of NCCS' operating budget each year for programs such as surplus food distrih11 tion for low-income county residents, home n · pair, emergency clothing and shelter, an e uH'I gency medical response system, and arts pt o grams. In education the Foundation sponsors an F.x cellence in Education program and Mini-Grants for Educators. It owns the Fremont Public l .i brary and supports special projects at other county libraries. In 1988, 131 scholarships were awarded. Art programs are funded in all county school districts. In the area of Human Services, the Foundation supports many agencies and programs such as the Fostcr Cnmclparcnt Program and programs II J11 11!11 Fremont Area Foundation !'Ills. This ll('W lottttd.1tio11 1 onllltll< ~ tl11 l111 o 1 tradition ('St;thlislwd in suppotl ol tit• It " 11 while extending that stlf>fl'"' tl""'' f'. '' "' ll II region of small communitin.. �I , , II I ,, I til ,, ' ( , .. ,,. I ,, Ill , ,, • l•ottllllltllg ,lt , llllllolll , IHH'l I nt.d Asst·ts: $~.!i9 11,!i 111) in 198!:1 Total (;rants Paid: $126,321 in 1989 Service Area: Northeastern Oakland, Northwestern Macomb, Southeastern Lapeer and Southwestern St. Clair Counties 0 Assets in Thousands 300 ... CD 1 for five Statistics: Computer training, a Cornrmmity r(mndation for Southeastern Michigan program. ~ g 2- 1-· 100 food distribu- lit 11,.,., an emerarts pro- l"•••sors an Exllttl Mini-Grants ••u•nt Public Li1'''1' cts at other f I I cholarships 111 I unded in all Foundation I''' '1-.:'·lms such as t 1111 ,and programs 1 1111' combating juvenile delinquency, drug abuse, and teen pregnancy. A Hospice Program, cancer research, health education, and an ambulance building are examples of Health and Hospital grants. Civic support grants include the Newaygo Peace Memorial, and the YWCA Camp Wetland Trail. The Foundation owns and operates a ten-unit retirement housing complex for low to moderate income senior citizens. The Fremont Area Foundation is a strong, growing, permanently endowed fund for a county-wide community that enhances the lives of the county's people. Statistics: 0 Q) ~ - ~ --~ f-- r--- - 1-- 1-- 1984 ttl! nls, home re- -- ~ g ~ ~ ~- 0 11 1!1 ~ ~ :; 200 Board of Trustees Chairman: Ruth Abraham Founding: 1976 Total Assets: $183,289 in 1988 Total Grants Paid: $15,712 in 1988 Service Area: Greater Frankenmuth "'-:i' ------ ------- 0 1985 r- 1--~- 1-- 1-- 1-- ,___ 1986 1987 1988 Assets in Millions 0 Board of Trustees President: Maynard DeKryger, M.D. Executive Director: Bertram W. Vermeulen Founding: The Fremont Foundation (forerunner), 1951 The Fremont Area Foundation (community foundation), 1971 Total Assets: $33,238,410 in 1988 Total Grants Paid: $1,191,054 in 1988 Service Area: Newaygo County ~- ~------------------------~---~-~ ~ ····~ ··~~~··· ~ . I f----30 0 g · --- ~- ---- r=: ...~ '-- ---·· 0 ;dt ~ : r;; - - ;;:;___ ;e - ~ :;} ~~··~~~~· 8 20 ~·~·· N g r'-'; ······ ······rC-- ·· ·············· N' ············· --- 1- ..: ~ r I · r--r-- . ...... 10 1-- 1-- O~L-~L----J-~L---~~L__-L-~ 1-~L-~~~ 1988 1984 1985 1986 1987 �Grand Blanc Community Foundation Grand Haven Area Community Foundation Grand Rapids Foundation ( :r,tncl 1\l,trtc lc .111!-r , ltc•.tdc d by 1•.11 .1 l'c 11} st;u ted the community foundation to cnsu1 c· the tax deductability of gifts and to provide the opportunity to receive bequests for the overall welfare of the community. Organized in 1968, the Foundation funds scholarships and projects such as the Grand Blanc Music Boosters. The Foundation has purchased a van f<>r a Senior Citizen Program, and sponsored a community Christmas sing along. l'ltc· 111111111111111 I lot tl11· Follllll.ltlllll local we all h I01 1 lr1 community. Twelve community leaders met in 1971 and formed the Grand Haven Area Community Foundation to ensure that the excellent quality of life in this close knit community would be retained in the future. Experiencing consistent growth, the Foundation supports significant and innovative projects for the community. A grant for the "Save the Catwalk" project supported a successhtl grassroots volunteer effort to obtain, refurbish and relight a historic catwalk on the South pier into Lake Michigan. Each evening many residents and tourists cnjo~ the scenic view and the beautiful walk out h\ the lake. Seed funds were provided for Winterfest, .r community event celebrating winter and tlw arts. The project has become self-supporting Working from a plan developed with bro;HI based community dialogue, grants have been targeted to areas of concern by the communit)' An innovative program for the support of chtl dren of divorcing couples represents such ; 1 The oldest foundation in Michigan is in Grand Rapids. Serving one of the state's fastest growing communities, the Grand Rapids Foundation is a leader in the success of the region. Over $2,000,000 per year is given from interest to support various organizations. The diverse projects include a "writers in residence" program at the Urban lnsitute for Contemporary Art; a drop-out prevention program for ninth graders, a challenge grant to the Krause Memorial Library for expansion, funds for printing materials on Tourette Syndrome, and support for the prevention of child abuse and neglect. In 1989 the Foundation gave its largest single grant, $1,000,000, to the Public Museum of Grand Rapids to build a new museum on thc riverfront. The Public Museum has been a ma jor cultural force in the community. The girt , demonstrating local support, brought immedi ately into Grand Rapids $500,000 in matchin g funds from the State of Michigan and will assist in securing an additional $333,333 from th e National Endowment for Humanities. The gift , generous in and of itself, nearly doubled its value by matching other grant opportumtles. A foundation on the move in a community ou the move, The Grand Rapids Foundation pro· vides vital community funds for the needs of Kent County. 11111 l11r11l 11l tl1l �l,llllllllolll , ll1 1111 lllllC I 011 lim "'' """ /1" 1/o 1 "" ' /yY lht• ll'l'lrl/11111 l11111111h1/• 11ol ullllllllloiiiV 1111/u, 111/1/1111/n/ IUU l •tlll/111111/1111 , ~""""'-~"" ' 11 17,000 111 1\lHH I' nd ~ :I, HOO in I !lHH I :t.tnd HlatH D Rt•unovation of the Historic Barber c !tool and funding for a new Coast I lt-adquarters were similar leadership communities, such as the Grand Ha' 11, • pt i11g Lake and Ferrysburg areas, commu1111\ lo11ndations can enhance, maintain and ltlllhc•t the quality of life. Each generation I'·' t· .~ on their appreciation for the quality they l11 11 ung Statistics: Board of Trustees President: Nance Riekse Executive Director: Linda Strevy Founding: 1971 Total Assets: $4,383,535 in 1989 Total Grants Paid: $293,072 in 1989 Service Area: Grand Haven, Spring Lake, Ferrysburg, and the surrounding townships of Grand Haven and Spring Lake. I C I I IVI'd. 'l'ht• gill' dotthkd il' Hoard of Trustees Chairman: Ilerbert L. VanderMey J•:xccutive Director: Diana R. Sieger Founding: 1922 Total Assets: $43,527,360 in 1988 Total Grants Paid: $2,203,508 in 1988 Service Area: Kent County Assets in Millions 4.0 3.0 2.0 1.0 50 40 The new building project for the Grand Rapids Public Museum is one of the current projects for the Grand Rapids Foundation. 30 20 lllllllllllllil)' Oil lllltlld .tl tllll pro I 11 tl1t ' lll't'ds ol 10 1984 1985 1986 1987 1988 �,tV.III.dlllll}' ttl .1 (,tlj.ll lt.t I ttl clttttlll Wil li ivu pt idt• .tnd inlt'l t'SI 111 t llllllllllliiiY sptttl< d projects brough 1 about the formal ion of' I he Grosse Pointe Park Community Foundation. Operated with management support from the city, the foundation has refurbished the community activity center for area residents. Founded in 1984, the Foundation is interested in community development and progress for youth. Capital projects have raised $300,000 from local residents, with 1,000 of the 4,500 households having donated to the Foundation. I Itt Grosse Pointe Park Foundation Holland Community Foundation Jackson Community Foundation ,\lttlt Ill t Board ol 'l'tiiSt<·t•N ( .lt.tlllltolll l•tl111 Resident Agent: Dal<" Kt.qnl.tl, Founding: 1984 Total Assets: $28,000 Total Grants: $197,500 Service Area: Grosse Pointe Park I'''' I In service to a rapidly growing community, the Holland Community Foundation continues its mission to "prepare lor the future by acting in tht" present." Grant-making includes support for parenting classes to reduce child abuse and neglect, to 4-H for training equipment, to assist the Alzheimers support group, for senior citizen groups at Evergreen Commons, help for church sponsored infant care, assistance to the Holland Arts Council, and community activities that assist solution of a local housing shortage. A grant to the Association of Retarded Citilt'll ' supports an innovative program to use comp111 ers to assist the mentally handicapped. 'l'ht •. project is one of the lirst of its kind in tho state and has proven to be highly successful. The Foundation was instrumental in the cottt pletion of the Windmill Park, a distinctive land mark celebrating the area's Dutch heritago · Active in a growing community, the Holland Community Foundation is committed to sttp port for local projects building the community. The Jackson Community Foundation started with two war bonds valued at $50,000 left to the Jackson community. The Foundation, now holds $2.5 million in assets and is committed to expanding its assets at least $5 million in the next few years. In its 41 year history, over $2 million has been given to fund community sexual abuse, to Family Service and Children's Aid to purchase computer equipment, dane<' therapy for the handicapped, support for t hi' construction of a permanent recycling- ccntct and help for the Literacy Council whicl1 reaches over l 0,000 adults who cannot read ot read poorly. The grant to Hanover/Horton school District to fund a unique alternative education prog-ram for middle school and high school stud<'nts who are potential dropouts is the most pr~jects. These projects include assistance to the /\WARE Shelter for a start up prog-ram lot· chilcln·n front ah11siv<' hotnt·s ;tllcl t<'<"ll victints of' �1111 g ll) 100 "" 0 'd ''' Trustees President: A class in dunce and movement , a .Jackson Comrnunity foundation pmject. Assets in Thousands 0 ~~. -!-···J~ · _·· .·. . . . .... . ;;•._-_- :g ········- · N Boersma, M.D. I• 11111l.tlion Administrator: L. Ruth Brown . .. '''"II ~- 600 "'"""~-~": 1951 1111 'I Assets: $600,000 in 1988 I"' tf <:rants Paid: $70,000 in 1988 • 1 \11 (' Area: Holland and township areas -~- ai ...... ~ ~ - -~· · . . .......... '~ - ......... 400 I··• A 0 . .. .... .... . ............ 200 ....... .... ...... ...... ........ .. ... .. ...... I . 1984 1985 1986 1987 .. .. ···· .... ..... ....... 1988 --- ------- - - - - - -- - - - - - - - 0 lllcl ( :lllld ll 11 ° IJIIIjlllll Ill , d , tiiC C I I 11 11ppc11t lot tl11 I \'1 ltttg CC'IIII I 1111111 il whic It c lllltol read 01 1 !tool Dist riel • d11ca1ion pro 11 It school st 11is I he most t).lllificant recent grant considering its impact youth and the future of th e community. I hl(' to this program, th e dropout rate in this farmland area of the county h as dropped to hl·low 5%. The Jackson Community Foundation's commitment to growth assures a continuing a nd building resource for the community. Assets in Millions Statistics: 3.0 oil ~ 0 en Board of Trustees President: Douglas L. Burdick Executive Director: Josephine C. (Jody) Bacon Founding: 1948 Total Assets: $2,400,000 in 1988 Total Grants Paid: $H2,039 in 1988 Se rvice /\rca: .Jackson County "'"' ....: "' ;; 0 "'aS ~ 0 2.0 "'"'"'" .... "' ~ ~ ·· ext I0 I) I II I II �Ill I' I' ' lulliltlillult a./a tnttzoo Foundation Leelanau Township Foundation Ludington Area Foundation It,, till II ):IIIII 111 1\IHH the Upjoli11 <:01npaoy provided a len lllillion dollar infrastructure fund to enhance the community's basic support systems and foster intergovernmental co-operation. Grants include almost seven million dollars for projects in the arts, human services, community development, education, health care and religion. Additionally, a new nine million dollar scholar- Willi construction of eight homes; creat111g ,, 1~1 ""' programs for AIDS victims; and prm11I111J~ "'"I abuse prevention and assistance efi(Hh lon ·''' 1 youth. The Kalamazoo Foundation's grant lo No 1 Year's Fest continues a long commitllll"JII Itt the development and growth of the arts lo1 II•• benefit of all citizens of the county. Sinn· 1111 In 1912 G. Marstan Dame and Francis H. Hescrot formed a partnership and undertook the planting of 14,000 tart cherry trees. The project took a year. vVhen finished, the area was the largest orchard of cherry trees in the world, "Cherry Home." After Mr. Dame's untimely death, his partner and friend established the Leelanau Township Foundation in his honor. An initial gift of $35,000 in 1945 has grown to over $350,000 in 1989 through investments and contributions. The Foundation has contributed substantially to the Northport Harbor and Park facility, the Marstan Dame Waterfront Park and Marin.1 , youth recreation, the little lea!J;Ue basch;dl team, and the community hospital. The g-ills range from light house restoration to Well-Bah\ clinics. The Fire Station and Communit y Building received substantial support from the Foundation for the community building addi tion and later accoustical ceiling Liles and window blinds. This is a small, tourism oriented community with a vibrant and growing community foundation helping its neighbors and friends. Committing their interest from personal certificates of deposit in 1988, the founding Trustees of the new Ludington Area Foundation began the task of building a community foundation. The Ludington Area Foundation is unique in that a non-resident of Ludington spearheaded the effort to launch the foundation. A graduate of St. Simon High School of Ludington, this person, a retired industrialist from Holland, Michigan, works to better the Ludington community through these efforts and enthusiastic support for economic development and vocal ion a I <'duration activities. The Foundation receives management help through the local Chamber of Commerce and hopes to raise between $2 - $4 million in permanent assets in five years. Early projects include assistance to the Community Bandshell in Scottville, the Ludington Petunia Parade, the renovation of the Big Sable point Lighthouse and development of a youth m1llative pr~ject. Strong support is expected ror this permanent investment in Ludington area's development. �Kalamazoo Foundation Leelanau Township Foundation Ludington Area Foundation The largest community foundation in Michigan, Kalamazoo, provides extensive and vital leadership resources and vision in work with the community. Founded in 1925 under the auspices of the Chamber of Commerce, the foundation has grown and prospered along with the region. In 1988 the Upjohn Company provided a ten million dollar infrastructure fund to enhance the community's basic support systems and foster intergovernmental co-operation. Grants indude almost seven million dollars for projects in the arts, human services, community development, education, health care and religion . Additionally, a new nine .million dollar scholar- ship fund has been established to help advaru < the educational opportunities of area studcnb. ] 988 also saw the foundation provide the lo< .d matching funds for a Kresge Foundation gr;url that helped the Boy Scouts upgrade Camp Rit.r Kuigin . Other projects include assisting 1!11 Kalamazoo Valley Habitat for Humanity in '''' construction of eight homes; creating assist:1111 1 programs for AIDS victims; and providing dr 11 1' abuse prevention and assistance efforts for ,u < 1 youth. The Kalamazoo Foundation's grant to No 1 Year's Fest continues a long commitme nt '" the development and growth of the arts fell '''' benefit of all citizens of the county. Sinn· 1!11 In 1912 G. Marstan Dame and Francis H. Heserot formed a partnership and undertook the planting of 14,000 tart cherry trees. The prc~­ ect took a year. vVhen finished, the area was the largest Ol_'chard of cherry trees in the world, "Cherry Home." After Mr. Dame's untimely death, his partner and friend established the Leelanau Township Foundation in his honor. An initial gift of $35,000 in 1.945 has grown to over $350,000 in ] 989 through investments and contributions. The Foundation has contributed substantially to the Northport Harbor and Park facility, the Marstan Dame Waterfront Park and M.IIIILI , youth recreation, the little league bas<"h .rll team, and the community hospital. The ~~~~~ ~ range from light house restoration to Wl'll H.il•l clinics. The Fire Station and Comn1111111 Building received substantial support fron1 ''" Foundation for the community building .uld1 tion and later accoustical ceiling tiles and 11111 dow blinds. This is a small, tourism oriented COIIIIIIIIIIII with a vibrant and growing community lo1111ri1 tion helping its neighbors and friends. Committing their interest from personal certificates of deposit in 1988, the founding Trustees of the new Ludington Area Foundation began the task of building a community foundation. The Ludington Area Foundation is unique in that a non-resident of Ludington spearheaded the effort to launch the foundation. A graduate of St. Simon H igh School of I.udington, this person, a rctin·d indust1 ialist lr 0111 llol land, Michig;n1, works to lwtt< 'l the lwling11111 tiii<IIIKir tlu c 111<111 olll<l I ntllll II The Foundation receives mallag<'rllc·nf l1c lp through the local Chamber of CornnH' I< 1 hopes to raise between $2 - $'1 111 iII 1011 111 manent assets in Jiv<' y<'ars . Early pn~jects inc luck assis1.111c t' nity Bandshcll in Scollvill<-, tlu I .nd111 •1<111 I' tunia 1\n·aclt-, the lt'IIOV,IIHIII nl tile point l.ighthllll c .111d dt \< lop111< 111 11! 1 i11111,1ih'1' Jlllljl 1 I •II nil 111'1'"'1 I I" t I 1111 llll Jll 1111 1111 Ill Ill I IIIII til ill I 1111 II II Ill 1° clc l11JIIII Ill �t I 111 help advance I tl oll'('a StUdentS. 11 111 ovide the local I 111111dation grant 'I' t,td(' Camp Rita lttrlo assisting the 1 lltunanity in the t 1 .t ling assistance 1111 ptoviding drug ''' 1 1 I torts for area Fest began in 1985 support for the event from community businesses, organizations, and individuals has dramatically increased. In 1988 the event involved over 8,500 Kalamazoo County people of all ages. The Kalamazoo Foundation continues to provide strong and reliable leadership for Kalamazoo County, both by offering financial support, and by providing an effective forum for community problem solving and planning. Statistics: D Board of Trustees Chairman: William J. Lawrence, Jr. Executive Director: Dr. John E. Hopkins Founding: 1925 Total Assets: $69,590,083 in 1988 Total Grants Paid: $6,727,261 in 1988 Service Area: Kalamazoo County f' 1 :111 t to New 'ctllltllitment to ol llw arts for the otlltty. Since the I' 1 .111<1 Marina, lo t~IH' baseball lit pll.tl , The gifts tll1111 In We'll-Baby 11111 ( :ommunity "I'P'H t l'rom the loll l1111lding addi1 11 I tlt·s and winI Ill I 1 d 80 Assets in Millions 1984 1985 1986 1988 D Assets in Thousands Statistics: "'"' gJ -- ~--~ 300 Board of Trustees Chariman : George W. Anderson Secretary: Sandy Krolick Founding: 1945 Total Assets: $297,591 in 1988 Total Grants Paid: $7,350.00 in 1988 Service Area: Leelanau Township "' M ~ "' "' "' ,c::; 0 Nrw Year's Fest, an arts celebration pmjert Kalamazoo Fonn!dation. aS of the 200 <D r-- - ~ C\1 ····---~ '2· ~ (1··---- I 100 - '---- D I 1987 "'g 0 1984 I" CD 40 0 Ill ~ ~ 60 "'"'lltlity f'oundatid . .II II I ~ ....- 1 I It II fH•(p ~ ":. ····--·-· 10 I 0111111 tl!1ity II I I 1111'111 ~ , . - - - - - - - ~---~ ---- g Statistics: 30 l\o.11 cl ol Trustees Chairman: Robert Arrdrews h tt111clt11g: I \)88 l11t,tl ssc·ts: $~7.861 in 1988 I ttl tl (:t,tttl~ 1'01id: $10,0@ in 198H I I It I I II .1: I ,ll(liii~IOII ' "' '" 20 Ill 1985 --1986 Assets in Thousands - ~ 1987 1988 '----; �1\to.ll 111111 I 1 111 111 ,, "I''' 1111 I tit '"" 11l • d Ill 11 1 1 H, tOO I .dtlll.t/1111 I :ott nl y dI .• , I tilt l•oltlttl.tllllll t otttitiiii'S to prot111111', .uttl tl'lt.lloll' ll'otd('rsltip !'or Kalamatl11111 .llt1111V , luttlt ltv olkrin~ linancial support, 111tl ltr JIIIIVIdntg an dkctivc rorum !'or comltlltiiiiV ptohl<-nt solving and planning. tl to I I Ill " I ( Itt IIIII Ill Wllla.tlll I I .IWII Ill I . I• Ext '( utiw l>iri'CIOI: l>a . Joltn 1•.. llopkins Founding: 1925 Total Assets: $69,590,083 m 1988 Total Grants Paid: $6,727,261 in 1988 Service Area: Kalamazoo County Statistics: 300 Board of Trustees Chariman: George W. Anderson Secretary: Sandy Krolick Founding: 1945 Total Assets: $297,591 in 1988 Total Grants Paid: $7,350.00 in 1988 Service Area: Leelanau Township NI'W Ymr's FPst, an aTts celelffation projat of the 200 100 0 ~~~ ment help I llltlrnCrcc and 11tillion in pn- 11 to the Commul.udington Pel! ttl tltl· Big Sable I'"" 11t of a youth l'l'"'t is expected '11 111 I.ud ington 111 iD Statistics: 30 Board of Trustees Chairman: Robert Andrews Founding: 1988 Total Assets: $27,861 in 1988 Total Grants Paid: $10,069 in 1988 Service Area: Ludington area Assets in Thousands . . , - - - - - - - - - - - - - - - N~ 20 10 0 1988 �Manistee County Foundation Marquette Community Foundation Marshall Civic Foundation 1•,1( Ill~ II OIICllllll cl11 Iiiii', C'lltlcWU,"IH lc-.1cJ1 I' 111 M.cntstcT olg<llll!.cd a contlllllllity loundatiou to the as .t step toward a strong and vital future. AI~ ter a year of groundwork the Manistee County Foundation began in 1988. The 10 member Board of Trustees continues to raise awareness about the Foundation and its potential to benefit the area. In 1989, the Founation cosponsored an "Excellence in Education" night with the local Elks Club. Adding teachers. Organizing efforts continue as this pc·••n.IIH nt resource develops for Manistee County. The first community foundation to develop in the upper penninsula announced its formation to the public in .July of 1988. Dedicated founding trustees d01i.ated seed money to begin the foundation. The first grants will be made during 1989. , Trustees have organized working committees and will be pursuing the development of a two million dollar perrnanen t endowment to aid the future growth of the Marquette Area. The leadership of the Marquette Foundation is encouraging other communities in the upper Penninsula to consider building a similar permanent pool of capital. The Marquette Community Foundation will develop as a vital resource for the area. Love of the theater started the Marshall Civic Foundation. A local theater group led by Morris Stulberg had an opportunity to save a local church and convert it for use as a theater and community meeting place. With early support from the Rotary Club, the new foundation raised funds to purchase and complete the Auditorium. Projects for the community soon followed. The city fountain was refurbished, "Officer Friendly" and the rape and abuse crisis center project's received support. 'Music Boosters', the ekul('ntary school playground and the soc- cer program all have received assistance. When Dutch Elm Disease killed the communities' trees, the Foundation replanted. For five years a Sister Cities program, supported by the Foundation, has sent Marshall youth to Japan . Recently the public school bandshell and a "Marshall Futuring Project" have been helped by the Foundtion. This small, historic city continues to support community projects with the Marshall Ci\'ic Foundation providing a reliable source of enthusiasm and assistance. F,H , 11 c "f'llttlflll I"'' paid tc ibutc to M.cllt~l< o , tell, the c • IIIII( hul.c1 , ,11ccl tl11 II �u 1\11.11 I• 11 d ttl I 111.,11'1 ' ' l'r!'sid!'nl : 'I orn Kuh.trlck Ill lVI' I )rtl'l lor : John ( :ould l • t~lrtrtl!ll~ I ttt.d 2.0 I~IHH ,\,~l'ls : $~,000 111 198H Paid: $1,000 in 1988 /\r!';l : Manistee County lt~t.d ( :, .1111s Sr·r I ' HT 1.0 Monnw's downtown improvemmt projl'(l, including the plannul J.otus Fountain is a Community Foundation of Monrof' County projert. 0 1988 Statistics: 111 wtll de- Hoard of Trustees Chairman: Dr. Michael Coyne Founding: 1988 Total Assets: -0- in 1988 Total Grants Paid: -0Scrvice Area: Greater Marquette j A81 11 111 lhCIU .. t1d l Statistics: jtlrrrti'Cl. For five 11pported by the II '""th to Japan. I ""lshcll and a lr r 1 h('Cn helped Board of Trustees Chairman: Morris Stulberg Founding: 1969 Total Assets: $133,109 in 1988 Total Grants Paid: $8,082 in 1988 Service Area: Marshall, Fredonia, Eckford and Morengo Townships 200 100 0 I I 1984 1985 1986 1987 1988 �Midland Foundation Community Foundation of Monroe County Muskegon County Community Foundation Organized to "support the charitable, cultural, educational, recreational and scientific needs of the Midland area" in 1973, the Midland Foundation contributes significant leadership and support for the improvement of the community. Results are achieved with the combination of hundreds of volunteers, a wealth of ideas, and broadly based contributions. ~ handsome "Tridge" (a three-legged foot bridge) spans the fork of the Tittabawasee and Chippewa Rivers in downtown Midland . The project, led by the Foundation, was supported by over 5,000 individuals of all ages; including businesses, industries, and private foundations. Leadership and grants for the Gateway project created a "greenbelt" to greet residents and visitors approaching Midland from the east. Award winning Thrune Par k for very young children is uniquely designed and a very popular place from spring through fall. Washington Woods I and II, provide 214 senior citizen apartn,ents. The need is so great that Washington Woods III fund raising will begin in 1989 to build a 150-200 unit facility. Santa Claus lives in Midland at his Santa House each December where children (big and small) visit him. The house was built especially for Santa with contributions plus donated materi- The Monroe County Chamber of Commerce in 1977 assigned a committee to investigate the need for a foundation. At the suggestion of Herman F. Gertz, President of the Herman and Irene Gertz Foundation and Board Member of the Council of Michigan ,Foundations, the committee decided to establish a foundation to improve the county's cultural, e conomic, educational and environmental quality of life. The foundation began in 1978. With the Chamber of Commerce, the foundation funded an Arbor Day project for third-graders. 10,000 pinetree saplings were planted. By 1980 the foundation had sponsored a musical Artist-inResidence program matched by a Michigan Council for the Arts grant to Monroe Public Schools. In 1981 foundation funds were used to construct a Welcome Plaza where the flags of firms headquartered in the county create a welcome for residents and tourists. The foundation funds innovative ways to improve th e county's quality of life - Books for "Reading is Fundamental"; Bedford Township's Band-StandGazebo; materials for "Eating Right is Basic;" and many others. A local attorney looking for an alternative to private foundations for philanthropically spirited clients began the Muskegon County Community Foundation in 1961. Building on strong community spirit, the Foundation plays a critical role in Muskegon County. The Foundation, using its invcstlllcnt .tsst·t.s, purchas<'d bonds 1(11· tiH· < onstrllt tion Ill ,, rww downtown hott"l .t~ p.tt t ol 1 ' ' t.tl tilt pot I till lt·,tdt ·r sltip 11111\'1 to lot hill 1 , 1 • I 1111 11111 \1 lnp tftt 1 I 1111 d 1 II ltlltflt 1•1t11 II l11tlltl tlr lu theater, the Foundation purchased tire cit y block with interest from unrestricted littrd~ . and the block was 1 cston·d. The Frauen thai Center ror the Pnlottlling I I now inclttdt·s the n·nnov;ltt·d Ftatwntlt.tl llu ,, Ill I �Midland Foundation Community Foundation of Monroe County Muskegon County Community Foundation 111 I l1 Ill tlol 1 111!111 d, title llholl d 11111 ltlnu d 11111 ole 1111111 Ill nl ol tlu 1\llcii.IIHI ,111 ,1" 111 1!17:1, till' Mulb1HI Fo1111 d.tllnll 1 ont1 ibut<·s significant leadership and support for the improvement of the community. Results arc achieved with the combination of hundreds of volunteers, a wealth of ideas, and broadly based contributions. /{ handsome "Tridge" (a three-legged foot bridge) spans the fork of the Tittabawasee and Chippewa Rivers in downtown Midland. The project, led by the Foundation, was supported by over 5,000 individuals of all ages; including businesses, industries, and private foundations. lo ul 1 1111' 11111 1 1 1111 111 oj•• I I II ,II I'd ol "g111 ldH It' Ill '-'•I 1 I 1 ldt Ill ,111d VIsitors .tpproa< hing Mull.n~tl 1111111 tht· t',l I. Award winning Thrune Park lor very young children is uniquely designed and a very pop11 Jar place from spring through fall. Washing ton Woods I and II, provide 214 senior rililt 'll apartn,ents. The need is so great that Wash ington Woods III fund raising will begin in 1989 to build a 150-200 unit facility. Santa Claus lives in Midland at his Santa House each December where children (big and small) visit him. The house was built especially fill · Santa with contributions plus donated materi- The Monroe County Chamber of Commerce in 1977 assigned a committee to investigate the need for a foundation. At the suggestion of Herman F. Gertz, President of the Herman and Irene Gertz Foundation and Board Member of the Council of Michigan Foundations, the committee decided to establish a foundation to improve the county's cultural, economic, educational and environmental quality of life. The foundation began in 1978. With the Chamber of Commerce, the foundation funded an Arbor Day project for third-graders. 10,000 pinetree saplings were planted. By 1980 the foundation had sponsored a musical Artist-inResidence program matched by a Michigan Council for the Arts grant to Monroe Public Schools. In 1981 foundation funds were used to construct a Welcome Plaza where the flags of firms headquartered in the county create a welcome for residents and tourists. The foundation funds innovative ways to improve the county's quality of life - Books for "Reading is Fundamental"; Bedford Township's Band-StandGazebo; materials for "Eating Right is Basic;" and many others. A local attorney looking for an alternative to private foundations for philanthropically spirited clients began the Muskegon County Community Foundation in 1961. Building on strong community spirit, the Foundation plays a critical role in Muskegon County. The Foundation, using its investment assets, purchased bonds for the construction of a new downtown hotel as part of several important leadership moves to stabilize, rl'lain and ell' vclop the central city. Sin1ila1 bond wc·1o purchasl'd to hnild 1111 downlnwll h"l'l'lllf' 111.dl F.u 111~ Ihe 1 1 111 col 1 lu llllllitl l11 1111 II theater, the Foundation purchased the cit y block with interest from unrestricted funds , and the block was restored. The Frauenthal Center for- the Pnformin~ Arh now includes the rcnnovated Fraucnthal Tlll'a ter, a street side restaurant, an ol'licl" COII!JliC'X , the Hilt Building- (rl'nnovall'd with gifts ot $' 1 r, million rrolll a ("OiliiiHillity fund l.li~lll I ell l\'1 ), a Brunswi1 k ( :olnp;tll lt 'W.tl cIt lunvl111F, die' ollld ol I)IIWI I ~hll)l I II( Ill cl II I l l IIIli I IIIIIC I llctlll the huto I 11111 1111 tl11 ttl lit I I 11 1111111 I J.\ l)lo Ill d) lllf Jllll ltfc I l1 II tl dill I I �Ill,,, d111 lllf 11111, Ill Ill d I' IIIII 111d t ill I lldiiWIIII Ill l111 Jlu lu ~·Ill )'lltplwlly. A ve1y <I( tive 1 , 111 11l 1 llul,u hips .utd loans for students I 1ll 1 1 1, p1 ovid<'d. lllld 11 11, t h(' elderly, students, athletes, the Ill! d , 1h(· handicapped, fishermen, bikers, lue,tfl'l s and the entire Midland area benefit I• 0111 the Foundation . 111 •1111.1 lluusc· IIIII 111.111) 1\u,u d 111 l'111 II c l'11 tclc 111 I• ll11 11 C , f 11 ~ Exc:('utivc Dit tTIOI: M. (;( ' Ill' Attlolcl Founding: 1973 Total Assets: $11,758,147 in 1988 Total Grants Paid: $4,075,693 in 1988 Service Area: Midland County 1984 -- 1986 1987 1988 :, The Foundation played a leading role in revitalizing Downtown Monroe, restoring Loranger Square as the "people-oriented" center of Monroe. The foundation is currently raising funds to build a fountain for the Square. Volunteers make the difference in the success of the foundation and the community's efforts to create a better quality of life. rrcate a f'lle foun1111prove the I•" "Rc·ading is l11p' 1\,llld-Stand1 1 Ill is Basic;" D Statistics: Board of Trustees Chairman: David Hehl Executive Director: Mary Daume Founding: 1977 Total Assets: $191,000 in 1989 Total Grants Paid: $63,007 in 1989 Service Area: Monroe County 200 Assets in Thousands ~---------- 0--~0 0 co~ tO ~ i ~ . ~ ........... . 0> ~ <D "'Cii 100 N' ..... "' 0> ~ ;:::::: --- 1984 --- 1985 ,, 1985 1986 1987 1988 ., !> city ltiCt('d funds, I 1 tlonning Arts l1 llll'llthal Theall nll11 (' complex, I tth gifts of $2.5 1111lt ,tising drive), 1 It howling alley one corner 1wo corners , tdc·s n·hearsal, lot tlw theater, the CIVIC choir, the West Shore Symphony Orchestra and an active youth theater. Meeting space, an upper level art gallery and catering services compliment the complex. The Foundation funds a variety of other civic projects including extensive scholarships, economic development, arts, cultural, health, youth and community programs. The leadership, investment and grant-making strength of the community foundation has positively affected the growth, stabilization and development of the Muskegon community. D Statistics: Board of Trustees President: Robert Jewell Exccutjve Director: Patricia B. Johnson Founding: 1961 Total Assets: $15,000,000 in 1988 Total Grants Paid: $900,000 in 1988 Service Area: Muskegon County and Oceana County through a component fund agreement Assets In Millions 20 ... ~ <D 0> ·- -- c;"' -- 10 - 1984 1985 1986 1987 I- -- 1-- - 1988 �lnllt j•lllllj orllteasl Michigan Community Foundation Oceana County Community Foundation Greater Rochester Area Community Foundation 1 tlltlt nlll11lltd 1\ ltllllu d leu pc IIII.IIIC ' III C' lldOWIIII II(~ . ( :0111 ( ' Ill! d that otllt·l nonprofits would, also, like <Ill t'lldowmcnt opportunity, the community foundation developed to assist the nonprofit organizations in northeast Michigan. The foundation serves four rural counties with "seed" money for new community projects to test innovative solutions to community problems. Gaps in funds due to budget cut-backs and matching fund opportunities, also, receive support. 111 ' 1 (A component .fund of the Muskegon Count)' Community Foundation) Formed in 1988 by Oceana County community leade rs, the foundation is an unincorporated division of the Muskegon County Community Foundation. Recognizing both the needs and the rural nature of Oceana County, these enthusiastic founders turned to a larger, neighboring and supportive community for organized assistance. Building on the experience, staff expertise and administrative capacity of the existing community foundation, Oceana volunteers are able to concentrate their efforts on building a pcrma- In the Rochester Area, the Chamber of Commerce sponsored the development of the Greater Rochester Area Community Foundation, incorporated in April of 1983. Founding gifts started the endowment with $3,462 in 1983 growing to $77,911 at the end of 1988. Founding Trustee, Richard F. Huizenga leads the Foundation as President. Activities of the Foundation include the sponsorship of a summer concert series open to the public, scholarships for area youth and a new "Make a I <I II II ~~I IIIIIIOiiltn , I Ill tl11 It !11 seed lltOilt'Y lot llo (Ill t , 111 the · Ito pit tl ln1 workshops and to thl' S;tlv<ltton AI Ill\ lot lu II' at Christmas time. Theater groups, lm cit p .111 ments, boys and girls clubs, comn111nit y t... utc ·t ship training pr~jects, churches, schools, ltmpt tals, and wildlife sanctuaries have IH ' IIt ' ltl c d from the permanent resource of the collllllll nity foundation. nent endowment for the communities within their county. The Oceana funds arc accounted for separately and restricted for use only in Oceana. The local Board advises the Muskegon Foundation on grants to be made from the interest on the permanently endowed funds. Capturing the system advantages of a larger and mature neighboring org·anization and retaining the crucial local ownership, identity and benefits of a small community, the Oceana and Muskegon County leaders may be proud of t.his innovative arrangement-the first of its kind in Michigan . Dream Come True" program to help fulfill 1!11 dreams of terminally ill children from the area. A recent gift of $2,400 to the Hospital supports tlu purchase of a specialized bassinet/warming unit lc 11 the Maternal and Child He;,tlth Department. The tlllll provides safe and speedy transport for infants requu ing special care. Civic beautification projects include the planting "' trees, shrubs and flowers along the west entrance 111 the community, park benches in the downtown atc ',l and a future project to develop and beautify the i\11 �l'11 '" J, nt II 1111 IIIII 1~11 l':l ll.IIH'tlt 1.. Connolly 1'17 1 l111 II A " ' '· $1 .0tiH,I !I:~ in 1988 J cot,ti (;I.IIIIS J'aid: $75,553 in 1988 . 1' 1v11 , . 1\1 l':t : Alpena, Alcon a, Montmorency .111d l'n·sque Isle Counties 111' lllltc lcol olllllltg : .• --~- with i n I I 11 1 1wparatcly T he lo- 1 •I' a larger Muskegon~~ Frauenthal Center jm· the PerjiJrming Arts, a Muskegon County Community Foundation Projert . Statistics: 0 Board of Trustees Chairman: John Germ Executive Director: Patricia B. Johnson Founding: 1988 Total Assets: $500 in 1988 Total Grants Paid: $- 0- in 1988 Service Area: Oceana County 600 500 Assets in Hundreds 1 +- 400 - . . . .. 300 1tton and reltlf'• id entity and lite O ceana and be proud of Ill .~ t of its kind 200 I ···· 100 I· ---, 0 1984 0 1985 1986 1987 1988 Assets in Thousands ~ Oi 1 1111 to h e 1p fulfill the from the area. I•· llospital supports th e tnct/warming unit for tl1 Oepartment. The unit 11 port for infants requi r It 11 t11clude the planting ol '""!-\ the west entrance to in the down town are:1 c lop and beautifY the Au burn Road Corridor in the southeast section of the community. The Foundation continues to develop and fund the special projects of the Rochester area fulfilling its mission as a commu n ity foundation. Statistics: 80 / ~ ;;; 0 Board of Trustees President: Richard F. Huizenga Founding: 1983 Total Assets: $77,911 in 1988 Total Grants Paid: $16,634 in 1988 Service Area: Greater Rochester Area g 60 M I:: ...C>i 40 ... ~ ! 1984 1985 M 20 N 0 1986 1987 1988 �Saginaw Community Foundation Community Foundation of St. Clair Co·unty Shiawassee Foundation The Saginaw Community Foundation was established in 1984 with a $50,000 gift from the Junior League of Saginaw. Since then, Foundation assets have grown to over $1 million and the Foundation is actively working to add a second million dollars in 1989. Over $600,000 in challenge grants received from State and na.tional funders should help make that goal a reality. Sponsoring the visit of a Russian delegation to foster international understanding; developing campsites, exercise trails and skating areas in the County's parks; serving as a conduit for community donations for the 4th of July Cd• bration; and publishing a directory of loc;dh available scholarships are a few of the Found .• tion's initial endeavors. A special "Making a Difference" program i11111 a ted by the Foundation offered grants 1" middle or high school students who wante d I• • make a difference in their community. S111 dents chose projects based on their evaluati n11 of their own community's needs and resourn · As a result of this pilot program, studc111 found out just how easy it is to make a cliff< 1 ence. A local library was built with the help "' Since 1944 CIVIC leaders in St. Clair County have raised funds for community projects. Through the Port Huron District Foundation, in excess of $7 million has been raised to help the area. In 1985, the Foundation decided to begin the process of building a permanent pool of capital for the community. The interest on this permanent asset will be used to fund civic pr~j­ ects. Recently, the Foundation has supported 1111 Blue Water Hospice, the Museum of Arts ancl History, the Boy Scouts and a gymnasium ancl activity room f(>r the school. Trustees arc .u tively assessing community needs and concc11 trating their ellorts on building the Foundati1111 for the future. Started in 1974 by five trustees interested in building their community, the Shiawassee Foundation has appointed their first staff member in 1989. Led by Jackie Flynn, Board President, the Foundation is poised to !-{row durin!-{ th<" next few years. C:r:u1ts f"ro111 Ill<' F()11111l.1ti"11 h,l\1 ' lu •1 11 1\'1 11 1()1 1111 d11 ,d ,111d II I h1111 ,Jl l1111d Itt! till books for the library sys1c111 that i111 hl<l1·s tlu nine public schools, Special ( >lynquc .~. llo 1111 c the Connlltlllily Coll<l'll p•og1,1111 ~, Ill Rulitlf{ Progr:uns lor I L1ndi1 .1pp<'d Yo111 h 11111 i111 • ' 1 II ,li II Co11111lill< cl 111 llllllcltll ,, 111111 111 Ill I 1!11111 . ,,,,,, . I I I I ·"""'' 1\1 tlil " c Ill I II I I I I II l111 the III'JIIII{ Ill 11111111 , 1111 lllol l111111d 1111111 lll 1111 I I 1111111 ill I'" Jllll" '" IIIII I tl �I I II I It I f1 lilt ol l11 tllnll 111 11 r,,lt 1111tvc 1 .uy 111 IIIH\l, I t~tllllltllull lnllialc·d Project N.E.E.D.S. I""' 1 lo i>:llll<"h and Develop Saginaw). I lllltHI.tlloll i11vi1cd people in the commu1 1111 o ~ttglt IH'wspapcr coupons and direct 11 1 llwl ,, 1o suggest projects that either 1111 1 I 1 111 I'd 01 would enhance the quality of llo 111 • • tgill.tW County. I l11 l•otiiHI.ttioll believes that the word "com'''''""Y" 1,, the most important part of its name. ltllllll ' Statistics: Board of Trustees Chairman: Joseph P. Day President & CEO: Lucy R. Allen Founding: 1984 Total Assets: $1,040,974 in 1988 Total Grants Paid: $289,159 in 1988 Service Area: Saginaw County 1\oard of Trustees Chairman: John F. Wismer ( )flice Manager: Shirley Spencer Founding: 1944 (Original Organization) Reorganization: 1985 Total Assets: $868,497 in 1988 Total Grants Paid: $2,556 in 1988 Service Area: St. Clair County Statistics: llospice, Ill Riding tlh 1111l the Ar, •'' ganization I'' cpared to 11 1\ources of Board of Trustees President: Jackie Flynn Executive Director: Dr. David Allen Founding: 1974 Total Assets: $72,736 in 1989 Total Grants Paid: $5,400 in 1989 Service Area: Shiawassee County *- . T'"' ..... Statistics 111(11• 1.2 The Berrian Community Fnnndatinn sufJtmrls art programs for area youth. �Community Foundation for Southeastern Michigan Zeeland Community Foundation Serving the seven county metropolitan area or southeastern Michigan, the foundation links donors concerned about the future of their community with the charities they wish to benefit. The foundation believes that strong and lasting improvement in the quality of life is accomplished when concerned citizens consolidate their efforts. Only five years old, the foundation has grown rapidly, providing over $4 million in grants. Projects of interest include the Family Development Program and the Webber Fund. A program begun in early 1987 to assist and strengthen families in the city of Detroit, the Family Development program provides grants to local churches for outreach to needy families and youth. An advisory committee is composed of church, social service and civic leaders while NBD Bank has provided funding for the program's first six years. Using the strength of the church and its commitment to the community and by providing, small financial resources, this project demonstrates an dll"l lhc w.t\ leo help to strengthen basic family un iIs. The program has authorized 27 gTanls lol.dtll ~·. $96,085 through June 1989. A grant In S.d\.1 tion Temple Church supported a ncighho1 hood gardening project which hmt1gh1 lo gether families and seniors to learn gardening on vacant lots in the church neighborhood. I\ grant to the Metropolit.c>n Church of God, was used in combination with a grant of computn equipment from a national science association. The church established a community computer learning center with the donated equipment and used the foundation grant to develop training activities for neighborhood families. The James B. Webber .Jr. Fund provides citizenship awards each year to outstanding 8th grade students at the James B. Webber Middle School. James B. Webber, Jr. was the General Manager of the J.L. Hudson Company and an important civic leader until his death in 1956. In 1964, the Detroit Board of Education named Zeeland's rapidly expanding economy builds on a small, quiet conservative community history. In an area vibrant with growth and change, the community foundation has served local needs since 1973. The Zeeland Community Foundation was formed to promote and sustain educational, and charitable enterprises, and projects for the public welfare. Each year the Founation recognizes community groups and organizations who are in need of financial assistance to complete their projects. Some of the projects which have been supported by gifts from the Foundation include the: Zeeland Community Hospital, Emergency Services, Downtown Project, Public Library, Parkview Foster Care Home, Lifeline, Yolk's March, Haven Huis and the Zeeland Schools, Gifted and Talented Program. With excellent leadership the Zeeland Community Foundation looks forward to growth and continued assistance to the community. �[ .J Assets In Millions c bile 1 Mrcldlc- School 111 Iris Ill , lttldtell and widow wanting- to , c11tlttllt• lire ' Involvement with the school, est.thlt~IH d 1Ire fund, as it grows, it will be used to support additional recognition activities for the students. The Community Foundation for Southeastern Michigan continues to build on unique community resources, serving donor interests and meeting critical local needs. "'' '""'"' 20 -- "'~ - - co...-M 00 0 ... ,..:"'N' <D ~ .,- ~ p M L:::_"; ~ ~ c-: ... <D 10 ...N' ...- ~ CD <D p - ·- "'"' <t:i ;:: L:::_"; -- 1-- Statistics: . nc ·1a l 1111! Ill an Chairman of the Board: Joseph L. Hudson, Jr. Executive Director: Mariam C. Noland Founding: 1984 Total Assets: $17,366,383 in 1988 Total Grants Paid: $1,544,027 in 1988 Service Area: Livingston, Macomb, Monroe, O akland, St. Clair, Wayne, Washtenaw Counties The James B. Webber Middle School, suppmted by one of the Community Foundation for Southeastern Michigan ~5 funds . - 0 1985 1986 -.., ~ 1987 1988 )1 )!)6. 0 r It '--- ~ 1984 hn·n sup1 d rt11 11 1 include I' 1 rl , Em ergency l' tthlt c Li b r ary, II• lin e, Yolk's l.rnd Schools, c / c1 l.tlld Commu- 0 Statistics: 200 Board of Trustees President: Don Morgan Founding: 1973 Total Assets: $ 121 ,051 in 1988 T otal Grants Paid : $ 18,264 in 1988 Service Area: Zeelan d Assets in Thousands g _,..-----""-----------, 0 "' ~ p ~ - 0 ---- ~- 100 1 ' " Krowth and .......... . llllllllity. - - 0 1984 1985 1986 1987 1988 �Special Intiatives Michigan Community Foundation Youth Project Funded by the W.K Kellogg Foundation of Battle Creek, the project is a challenge to the COilllllll nity foundations to raise unrestricted or field-of-interest endowment funds at the same ti111c de \I I oping young people's interest in philanthropy. The W.K Kellogg Foundation provides $2 null"''' to be matched on a 2:1 basis. The result is $6 million generated for local communities hy 1'1'1 I In the process, hundreds of young people throughout Michigan will receive hands-on expc1 ic '" • in philanthropy. Eighteen community foundations signed up during the first three grant opportunities in 19HH I 'IH'I One further application date occurs in October of 1990. The grants, of up to $100,000 will 111 volve young people in the process of identifying local youth needs, raising a portion of the 111:tt1 h and giving part of the money, as a grant to support a local charitable program. Now, yonllf\ people will be able to gain direct experience in philanthropy. Excellence in Education Beginning in Battle Creek with leadership from the W.K Kellogg Foundation, "Excellence in hl11 cation" programs now exist in eighteen communities sponsored by community foundations, ollt 11 with cosponsorship from other local businesses and organizations. The "Excellence in Educatio11 ' program not only identifies and publically recognizes academically successful students, hut ·""' the teacher that each student selects as most influencing their lives. In 1989, $120,000 in schol.11 ship funds were distributed to 309 outstanding students and $64,000 in financial awards were p1 '• vided as recognition to 233 talented teachers. This is on top of $500,000 in other scholarship p1 o grams provided by eighteen Michigan community foundations supporting another 728 students. Arn Development Community foundations fund a wide range of projects, including the Arts. In 1988-19Hq cightt·c·ll community foundations made 174 grants totalling $1,137,578 to local arts groups. Ef'lmts I.III)J,t from the ownership and management of a community arts complex to support fi>r a kincl1·1 g. II tc ·11 excursion to the museum. Charles Stewart Mott Technical Assistance Program A three year grant to the Council of Michigan Foundations for $2!10,000 front till' ( :hat lc · , 'll·w,nt Mott Foundation provides community foundation trustees and st;df with ,, v.11 it I ol It' hnt1 .d tq• ports, including training, constlllation, library sc1vi1 c·s, scho l:u ships, c otiiJttlltttc ,tlton ,, 1 1 1111' tttd specialized publications. Efli>rts 1111dn this (liOf.\1:1111 slt<·ngtlwn llw 1.1p.11 itv ol 1 t IIIII{ tllttlllltlltll f(mndations, assist tiH·ir growth ,IJHI p1oviclc• ~ttppotl for tltt c p 111 1111 ol 111111111 1111111111111111 '" C OVI ' I :til I Ollllllltllitic·~ Ill till' I til ' �I • 111 •I lttlll I I lttlllttlll 11111 ,1 ltlll 111 tl llj.l I 11111'1111 p.ttlltt 1 ltll• lu 1 1111 11111111111 l11t111d '""" nul rite . l.tll · ol Mtc ltlg.ttt. Folltlc·c•n <OIIItiiUttily louttd,tliott 111 lltc· Sl.tlt 11 I ·c d l1111d II• lwlp nn11ptoli1 org-aniza1io11s spend less on heat and light and more on services. llu 111111 I' ol lllOtH'Y is Michigan's share of Exxon's $2.1 billion court mandated restitution settletill 111 wltic"lt lite Federal Government has passed on to the states. The Community Foundation l•ttl'l'h'Y lnilialive is funded with $3 million from Michigan's $70 million share of the restitution settlt'rncnt. Of' this amount, the Council of Michigan Foundations has received $350,000 to fund elil{ible community energy projects in areas not serviced by community foundations, or energy projcts proposed by non-participating community foundations. State funds must be matched by each community foundation, or other program participants, on a dollar-for-dollar basis. The involvement of community foundations in developing energy conservation initiatives is both logical and required. Society relies on nonprofit agencies for many charitable, education, volunteer, and human services. Nonprofit agencies which own or hold long-term leases on space, suf~ fer enormously from increasing utility costs. Every dollar spent for heating, cooling or lighting is a dollar unavailable for programs and services. Grants to nonprofit agencies may also be used to assist low-income populations in improving the energy efficiency of their homes. The Community Foundation Energy Initiative will provide Michigan communities with a total of $6 million in grants for much-needed energy conservation assistance. 11 1 II F.d ll- ' olt•n Tax Credit ud IVC'I(' pro- ''"''' hip proIt IC (c•II[S, 11 IIIH 11 eighteen I• .II orts range 1 ~ 111dergarten I 'ltarles Stewart •I lt•chnical sup"" .tssistance and 1 1111).\ community 111 Inundations to In 1988, the Michigan Legislature passed into law a new tax credit for community foundations. Under the new law: 1. Individuals contributing to a certified community foundation may receive a state income tax credit of 50 percent of the amount of the gift up to a credit of $100 for a single retur:n or $200 for a joint return. The tax credit for individuals may not exceed the lesser of (1) 20 percent of the tax payer's liability for the year as computed without regard to the credit or (2) $100 for a single return or $200 for a joint return. 2. Corporations contributing to a community foundation may receive a state income tax credit for up to 5 percent of the corporation's tax liability or $5,000, whichever is less. The legislation has alternative caps of either three years or until $3 million is deducted from State revenues. Leadership through a community foundation tax credit by the State Government is unique in the country. Sacrificing $3 million in operating revenues, the State stimulates $6 million in private donations to permanent endowments for solving local community problems. �Service to Donors Sctvice to the philanthropic interests of donors is a unique capability of community foundations. Donors can meet their charitable objectives by working with the local foundations. All donations qualify for the maximum federal charitable deduction. A donor can use the foundation to permanent!) endow another charity, a hospital, school or arts group f(x example. The interest on !he endowment goes to that group in perpetuity; or the donor might endow several charities for whom they care. The donor can provide h.mds in a "field of interest'"; the arts, or health or education, for example. The local trustees make the decisions regarding specific programs to receive funding each year, but a donor can he assured that worthy pn~jects in their area of interest will have a continuing source of support. Donors can provide scholarship funds usin~ the community foundalion. Local non-profit organizations can look to the cowmunity foundation for assistance and stability in m<mag-ing their endowment funds, and for challenge grants that help build their resources. Finally, donors can make unrestricted gifts to the permanent endowment. These permanent assets proYide the local Board with the greatt>st flexibility in grant making. Emerging communit\ programs can recei\(' funding and the foundation remains a sensitive resource to solve community problems. The Council of Michigan Foundations, through the clcvelopmcnt of challenge grant opportunities, has brought in $8 million of matching funds for ~lichigan Commnnity Foundations. These funds arc being matched through the efforts of dedicated local n>luntcers and stalf. These _joint ctrons arc endowing $1 H million in new philanthropic dollars for the perm anent benefit of Michigan communities, and are funding programs that support local charitit>s. WK. KPllogg Fou ndatiou Youth ProjPrf Exxon Energy Initiative State of Michigan Tax Cndit Challenge Match Total 2 million ~~ million 3 million 4 million 3 million 3 million 6 million fi million 6 million 8 million lO million 18 million The Charles Stewart Mott Foundation, W.K. Kellogg Foundation, the Energy Initiative and State of Michigan Tax Credit demonstrate the support and trust given the Michigan Community Foundations. Community foundations have an interest in providing funding and leadership in the areas of: economic development, the environment, health and other human services, education and the arts and humanities. The ability to meet emerging needs through the strength of a permanent community pool of capital is the unique quality of Michigan community foundations. For rnore information contact: Council of Michigan Foundations P.O. Box !>99 <;,,,nd ll.twn, M I II !11 H 1' 1 70HO f d II H 1' 1 1 f 1tl ( I I!HI7 �Board of Tnutee Howard D. Kalleward Chairman Trustee, Dorothy U. Dalton Foundation Kalamazoo John E. Ma hall, President, The Kresg Troy m ~oundation Vice Ctl rrman u•tJ J. Brennan, Jr. Execullvt Director, rord Motor Company Fund D arborn HennanF. Gertz President, Herman and Irene Gertz Foundation Monroe Donald A. Lindow Thomas W. Herbert Vice President, National Bank of Detroit Detroit Vice President-Treasurer. The Kresge Foundation Troy W. Calvin Patterson, III Miles Jaffe, Esq. Executive Director, McGregor Fund Detroit Honigman, Miller, Schwartz and Cohn Detroit Carl F. Reitz. President, The Jensen Foundation Ann Arbor VICe Chairman /udith S. Hooker Keith D. Jensen Trustee, Robert L. and Judith S. Hooker Foundation Grand Rapids Secretary, Besser Foundation Alpena Vice Chairman Margaret A. Riecker, Mariam C. Noland Executive Director, Community Foundation for Southeastern Michigan Detroit James R. Kettler Trustee, The James A. Welch Foundation Flint President, Harry A. and Margaret D. Towsley Foundation Midland Robert B. Miller, Sr. Leonard W. Smith President and Secretary Chairman , The Miller Foundation Battle Creek President, The Skillman Foundation Detroit Dorothy A. Johnson Council of Michigan Foundations Treasurer James M . Richmond Stephen E. Upton Richard K. Rappleye President, The Battle Creek Community Foundation Battle Creek President, Whirlpool Foundation Benton Harbor Vice President-Secretary-Treasurer, Charles Stewart Moll Foundation Flint Robert A. Risselade William V. Weatherston Malcolm G. Dade, Jr. Trustee, The Wege Foundation Grand Rapids Vice President-Industry, The Stroh Brewery Company Detroit Vice President-Human Relations, Detroit Edison Detroit Dr. Robert D. Sparks Peter M. Wege Herbert H. Dow President, Herbert H. and Grace A. Dow Foundation Midland President Emeritus, W. K. Kellogg Foundation Battle Creek Vice Chairman-Trustee, Steelcase Corporation-Steelcase Foundation Grand Rapids Herbert F. spieler Advisory Cabinet Manager of Public Affairs, Consumers Power Company Jackson Chairman Antony T. Sullivan Dr. Russell G. Mawby Secretary, Earhart Foundation Ann Arbor Nicholas M. Gabriel Comptroller, Ford Foundation New York RtJbert E. Hencey 11 ctor of Dissemination and Communications, W K. Kellogg Foundation til Creek Chairman and C.E.O., W. K. Kellogg Foundation Battle Creek Alfred H. Taylor, Jr. Sue Blandford Chairman, The Kresge Foundation Troy Trustee, Grand Rapids Foundation Grand Rapids William S. White Nathan B. Driggers Chairman, Charles Stewart Moll Foundation Flint President, Harder Foundation East Detroit Sally J. Yerex I and Dlr ctor-L g I Coun n I, Second Vice President, National B nk of D trort lond � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_Databook Title A name given to the resource Council of Michigan Foundations 1989 Databook Creator An entity primarily responsible for making the resource Council of Michigan Foundations Description An account of the resource Council of Michigan Foundations 1989 Databook. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49840 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989 https://digitalcollections.library.gvsu.edu/files/original/51038f9953716d25c4a60ab5d4719f3f.pdf 50300c615e15ea1f656dd71add430ef8 PDF Text Text AUDIT COMMITTEE MINUTES COUNCIL OF MICHIGAN FOUNDATIONS November 2, 1988 The meeting of the Audit Committee of the Council of Michigan Foundations was held at the Westin Hotel, Detroit in conjunction with the 16th Annual Council of Michigan Foundations Conference on Wednesday, November 2, 1988 pursuant to written notice duly given. The meeting was called to order at 9:45 a.m. by Richard K. Rappleye, CMF Treasurer in the absence of Carl F. Reitz, Chairman. Committee members present in addition to Richard K. Rappleye were Nicholas M. Gabriel, Thomas W. Herbert and Dorothy A. Johnson, serving in an ex-officio capacity. Members absent were Carl F. Reitz, Ted L. Johnson and John E. Marshall III. Also present was Jeri L. Fischer, who recorded. Minutes Pursuant to the approval of the June 9, 1988 Audit Committee Minutes, a discussion ensued regarding the financial statements as they appeared in the Council of Michigan Foundations' 1987-88 Annual Report. It was suggested by Nicholas M. Gabriel that comparatives be added. Mr. Rappleye explained that it was planned that they be included in the 1988-89 Annual Report now that we will have audited comparatives. Mr. Herbert suggested reducing the number of notes in the financial statement, including those explanations in either the President's Message or in the Ernst & Whinney Audit Report. There being no further discussion, upon motion duly made, supported and unanimously carried, it was RESOLVED that the minutes of the June 9, 1988 meeting be approved. Management Letter and Response Mrs. Johnson presented the response to the Ernst & Whinney Management Letter, copy attached. She reported that the suggestion by Ernst & Whinney that the minutes of Board of Trustees meetings be signed by both herself as Secretary and a member of the Board has been done. Regarding fixed asset lapse schedules, Mr. Rappleye noted that indeed we need these and that the $500 limit suggested by Ernst & Whinney was an acceptable limit. However, he noted that the Council of Michigan Foundations presently does not have the computer or software that can handle spread sheets. Mr. Gabriel indicated that the Ford Foundation would be willing to donate an IBM PC to CMF. Mr. Rappleye indicated that when the PC was in place, a modem to link the Mott Foundation and CMF might be a possibility. �The final discussion addressed functional accounting. Mrs. Johnson noted that moving to functional accounting was only "suggested" by Ernst & Whinney and that it was existing board policy to report by natural classifications. Mr. Herbert noted that Position 78-10 was devised for nonprofit service welfare organizations in order to identify the true costs of services.. CMF has a history of reporting these costs such as the Annual Conference to overall CMF operations. Mr. Gabriel noted that would mean moving salaries to the Annual Conference line item which would prove misleading and a misstatement of facts, doing more harm than good. It was the consensus of the audit committee that we continue the current accounting policy and not move to functional acc~unting, and that this recommendation be omitted from any future audit statements. There being no further discussion, upon motion duly made, supported and unanimously carried, it was RESOLVED that the Management Letter and Response be accepted as received and that this recommendation be conveyed to the Board of Trustees. Investments Investment details were reviewed by the committee. Mrs. Johnson noted that quarterly statements prepared by Abbit Management Corporation will be provided to the Audit Committee members. Mr. Rappleye noted that the nature of the investments fit board policy. Mr. Gabriel suggested that CMF get in writing the ratings of institutions used for investments from Abbit Management. This list of institutions and their ratings are to be shared with the Audit Committee. Program Fund Mrs. Johnson explained the opportunity for a program fund via interest earned on Kellogg Youth Funds. She distributed a draft proposal, a copy of which is appended to these minutes. It was noted that the Program Fund needs structure as to when interest from Kellogg Funds would be transferred. Nicholas M. Gabriel volunteered to assist in the development of a policy statement. Once finalized, in consultation with Mr. Rappleye and Mrs. Johnson, it will be circulated. Other Business Items to be further addressed by the Audit Committee are: l) a revised investment policy and 2) CMF recordkeeping burden. There being no further business to come before the Audit Committee, the meeting was adjourned at 10:50 a.m. Richard K. Rappleye, Chairman, pro tern Dorothy A. Johnson, President RKR/DAJ/jlf/7408 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-03-07_Audit-Committee-Minutes Title A name given to the resource Council of Michigan Foundations 1989-03-07 board book audit committee minutes Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-03-07 board book audit committee minutes. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49797 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-03-07 https://digitalcollections.library.gvsu.edu/files/original/dace5401493a24bc3c9fdf63472b07eb.pdf 8d6898f91f169962d580f46930ee226b PDF Text Text Council of !Michigan Woundatiort.s P.Q BOX 599 GRAND HAVEN . MICHIGAN 494 17 PHONE 616/842·7080 December 2, 1988 Dear Bob: At the November 2, 1988 Audit Committee Meeting, the committee requested that CMF get in writing the ratings of institutions used for investments from Abbit Management. Could you provide that for us to share with the committee? Any questions or problems with this, call. / • u.J..Q_. ~ ~ 1-<MJ--t- -r.z.__t ~~ -Lk ~~u=-~~ c.ffJ~. ~Lk-,.- \='~ -.J ~ A7vP1 ~ ~ ~ ~ t._L_ \d..l ~ ~ -v..u. ~ - .tL ~~~~, ~~-A ~46~ � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-03-07_Audit-Committee-Request Title A name given to the resource Council of Michigan Foundations 1989-03-07 board book audit committee request Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-03-07 board book audit committee request. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49798 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-03-07 https://digitalcollections.library.gvsu.edu/files/original/98a9fddc17249f730cd705dddf367864.pdf 043f3889f299c1aa7b4c488b1c10b224 PDF Text Text Council of Nicltigan WoundatiOJtS ONE: SOL T --1 HAf1BCJR AV:: \I ,E D () BCX 0>99 U iAND HAVEl\. V I ~9~17 Board of Trustees March 7, 1989 University Club, East Lans i ng PHCNF 616i8·12 708C 10:00 a.m. - 2:00 p . m. (Refreshments will be avai lable at 9 : 45 a.m . and lunch will be served at 1 : 00 p.m.) AGENDA I. II . III. IV . Call To Order Treasurer's Report Membership Committee 16th Conference Program Committee 17th Conference Program Committee 17th Conference Host Committee Improving Philanthropy Committee Gilbert Hudson Donald A. Lindow Patricia B. Johnson Willard J. Hertz Leonard w. Smith 3 Staff presentation of major program areas Membership Services Information Systems Community Foundation Energy Program Community Foundation Program Improving Philanthropy Increasing Philanthropy 1988 - 89 Plan of Work Results 1 989 - 90 Plan of Wo rk 1989-90 Budget 4 5 6 Dorothy A. Johns on Sandra G. Hussey Jeri L. Fischer Jane F. Morgan Kathy A. Agard Linda B. Patterson Dorothy A. Johnson 7 8 Richard K. Rappleye 9 Old Business A. Regional Association of Grantmakers Meeting Report John E. Marshall III New Business A. B. VI. 2 Executive Committee Report B. C. D. V. Richard K. Rappleye Committee Reports A. VI. 1 Minutes A. B. C. D. E. V. John E. Marshall III Corporate Task Force Proposal Plans for June 8/9, 1989 Board of Trustees Meeting East Lansing Adj ournment jmc:l383C William V. Weatherston 10 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-03-07_Board-Agenda Title A name given to the resource Council of Michigan Foundations 1989-03-07 board book board agenda Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-03-07 board book board agenda. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49799 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-03-07 https://digitalcollections.library.gvsu.edu/files/original/b4f7f8efb67f36a13db562c9a14f3194.pdf 53707b5afe7afa4137bc842c529dfa17 PDF Text Text COMMUNITY FOUNDATION PROJECT 1989-1990 PLAN OF WORK I . II . To provide the means for regular exchange of ideas, experiences, and expertise among Michigan grantmakers A.. Meetings 1. Provide a Spring School training for spring 1990, 2. Provide special workshops and training during the CMF 'Annual Meeting in November, *3. Co-sponsor with COF a community foundation Leadership meeting during the CMF Annual Conference , *4. Organize one meeting of trustees from non-staffed community foundations to discuss common issues, *5. Organize one meeting of community foundation attorneys to discuss legal issues and needs, *6 . Organize one meeting of the young people involved in the Youth Project 'Advisory Committees, *7. Organize one meeting of community foundation support personnel to discuss common issues. B. Mailings 1. Monthly "Memo to Members" to share ideas from across the state, 2 . Quarterly mailing of newsletter filler: interviews, cartoons , quotations, charts and graphs, 3 . Increase and expand the speeches file for sharing between community foundations To increase the efficiency and effectiveness of Michigan's philanthropic network A. Training *1. Sponsor regional (Indiana, Michigan, and Ohio) training on Planned Giving, July 13 & 14, 1989 including workbooks and "boiler plate" brochures for local use, *2. Organize (within state regions) at least two training opportunities on topics of interest B. Individualiz ed Organizational Development 1 . Work with 30 community foundations on an individual and intensive basis (Board and staff retreats, individual training) to assist them in reaching their goals, 2 . Launch, through support and assistance, the new community foundations C. Scholarship 'Awards 1. Provide partial s cholarships for community foun dati on participation in CMF conferences and workshops , 2. Provide individual scholarships to community founda tions for specialized training D. Library Resource s 1. Complete library inventory, cro s s-referencing, and computerization, *2. 'Acquire books, tapes, and vide os to fill-in a ny material g aps , �III. D. Library Resources continued 3. Publish by Jul y a complete bibliography of holdings by topic for each community foundation, *4. Update the printed bibliography quarterly, the computer data base monthl y, as new materials are acquired, E. Mailings Quarter l y mai l ings to include material of profess i onal and organizational deve l opment F. Compu ter Traini ng *1. Serve as the Regional Training support site for the National project on computerization, *2. Work with the Community Foundation for Southeastern Michigan to facilitate traini ng on IBM and Apple computer s ystems G. Grant Focusing Manual Publ icize and distribute the Grant Focusing Man ual H. Brochure Development Publish and distribute a generic brochure on community foundations foi use with fiscal advisors and in tax credit marketing To inform the public of the important and irrepl aceabl e contribution of Michigan foundations and grantmaking institutions to the state and to the larger society. *A. Definition - Develop a n d distribute a c l ean definition of commu nity foundations, *B. Tax *1. *2. *3. *4. *5. *6 . *7. *8. *9. *10. *11. *12 . * 1 3. *14. *15. *16. Credit - Market the tax credit to the donors in Michigan Quarterly advertising in C.P.A. Journal, Monthly advertising in Bar Association Journal, Arti cle in Michigan Estate Planners Journal, Ar ticle in Michigan C.P.A. Journal, Monthly advertising in Banking Journal, Art i cle in Michigan Banking Journal , Try for a d i rect mail piece to all financial intermediaries from State of Michigan Treasury Department, Direct mail packet to C.P.A.'s, attorneys, bankers, and tax preparers, One presentation at each of the annual meetings of C.P.A.'s, Estate Pla nning Attorneys, and Bank Trust Depar t ments, Direct mail packet to top 1,000 corporation CEO's and Financial Vice-Presidents, "Boiler plate" brochure on the tax credit for local community foundation reprinting, Article placement in 4 regional business publ ications (Northern, West, Central, and East), "Case statement" for community foundations to use with potential donors, Mock-ups of "fillers" for local gas, banking, and o the r bills, Quarterly article ideas to community foundations for local publicity on tax credit, In- house organiza tional newsletter filler for corporations , �L C. IV. General Awareness *1. Place two articles per year on community foundations on the wire services for localized follow-up , *2. Provide two audio and visual support packages to community foundation personnel for giving local speeches, *3. Work with CMF staff on developing a comprehensive corporate identity package for CMF To present Michigan grantmakers ' interests and concerns with officials of local, state, and national government *A. Tax Credit *1 . Work with the Treasury Department to define , certify community foundations status to assure smooth implementation of t he tax credit, *2. Work with the community foundations to define, certify community foundations status, and assure smooth implementation of the tax credit . V. To increase private and community foundation and corporate grantmaking resources in the state of Michigan A. Community Foundation Growth 1. Encourage the development of a community foundation presence in large geographic areas of the state which are not yet served, 2 . Encourage non-CMF community foundations to join the Council , 3 . Assist the mid-sized community foundations to grow toward $5 million i n assets : Ann Arbor , Jac kson, Grand Haven , and Berrien (Assets currently $2 mil+ each), 4 . Encourage the larger community fo undations to consider geographic expansion or reaching out through relationships with geographic funds, 5. Award Youth Project challenge grants to community foundations and assure the full potential of the grant is utilized , 6 . Research and provide to community foundations information on other challenge grant opportunities Revised 1 - 3 - 89 0466P � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-03-07_Community-Foundations Title A name given to the resource Council of Michigan Foundations 1989-03-07 board book community foundations Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-03-07 board book community foundations. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49800 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-03-07 https://digitalcollections.library.gvsu.edu/files/original/84f8c8bb474b5f1e9f0776ecfaf1679d.pdf 814e403386a4678b59f4f4576e6e26e5 PDF Text Text Tab 4 Council of VMidt.igan 0FoundatiOJtS ON[ SOIJTI I HARBOR AVENUE PO BOX 599 GRAND HAV[N, Ml 49417 PHONE 6'61842 7080 Date : February 28, 1989 Memo to : BOARD OF TRUSTEES From : Donald A.. Lindow Sandra G. Hussey Re: Sixteenth Annual Conference Results I• Registration Report Full Registration Partial Registration Resource Personnel-Speakers Recorders , TMS Librarians Guests & Observers 1988 277 243 49 10 4 ~ ____;rr ____li 540 624 604 1985 201 232 44 6 10 1986 238 213 47 _li _li 539 510 Total II . 7 1987 276 246 60 1 4 1984 221 224 67 4 6 Financial Statement Conference Revenue and Disbursements vary from the 12/31/88 financial statement presented elsewhere in the Board of Trustees meeting materials because they cover the period through Feb . 21 , 1989. Revenues Conference Registrations Host Committee Revenue Community Fdn. Scholarship Fund Total Revenue Disbursements Meals & Set Up Speakers Printer, Announcements , etc. Supplies & Materials Postage Telephone Photographer Planning & Transportation Miscellaneous Part Time Allocation Conference Nametags/Packets,etc. Host Committee General Fund Contribution Total Disbursements III. $ 79,555.16 15 , 785 .00 7,324 . 00 $102,664 . 16 $ 63,344 . 72 4,227 . 61 4,969.77 1 ,5 14 . 72 2,157.28 671.36 Conference Evaluation - results attached 1252A.Isgh 1,821.17 1,262 . 94 609 . 00 734.12 15,7 85.00 5,000.00 $102,097.69 �Council ofVMicltigan Woundatiorts CI\ E SO Tt-l ~ARf;OH .l,fN.JF P (' fl('X 599 G~'<'INIJ Ill\\ ""N. M 49411 PHl N~ 6.~ ~~2 /080 16th ANNUAL CONFERENCE November 2-4,1988 Evaluation The Conference Program Planning Committe and the Board of Trustees request your help in evaluating this conference and in planning future conferences. Please return this form to the Conference Registration Desk DROP BOX, leave it on the table after the final session or mail to CMF. 122 Respondents 1. Please indicate your Foundation/Organization Affi l iation (Check One): 48 Private Foundation 37 Community Foundation 25 Other : 2. Corporate Foundation/Contributor ----~3~__Bank/Trust Company 1 Investment Officer; 4 Public Charities; 1 RAG; 1 Law Firm ; 1 Council for the Arts; 1 Corporate Manager; 1 Attorney Please indicate your Function/Position (Check One) : 44 Trustee 63 Staff --~8___ 0ther: Bank Trust Officer; Attorney; Guest; Pres. 3. If you represent a Grantmaking Organization, indicate your Annual Grant Range : ____ 8_Under $25,000 31 $25,000-200,000 25 $200,000 -$1 Million __12_$1-5 Million 12 $5-20 Million 17 Over $20 Million PLEASE CIRCLE RESPONSES: l=Excellent 2=Satisfactory 3=Poor N/A= Not applicable, did not attend Overall rating of the 16th Annual Conference: 1(83) 2(22) 3(1) Speakers: 1(73) 2(40) 3(1) Hotel: 1(55) 2(44) 3(4) Meals: 1(72) 2(33) 3(3) Host Events: 1(95) 2(5) 3(0) �PLEASE CIRCLE RESPONSES: l=Excellent 2=Satisfactory 3=Poor NIA=Not applicable/did not attend WEDNESDAY, NOVEMBER 2, 1988 Tours: Historical Museums Architectural Gems of Old De troit Riverfront Development Update Thanksgiving Parade Sneak Preview 1(4) 2(2) 3(1) 1(5) 2(0) 3(1) 1(11) 2(0) 3(1) 1(4) 2(0) 3(1) Dinner Address : "Tomorrow's Needs-Today's Opportunities" 1(40) 2(32) 3(6) THURSDAY, NOVEMBER 3, 1988 Breakfast/Meeting-Community Fdn . Energy Initiative Breakfast/Meeting-Increasing Philanthropy Committee 1(11) 2(9) 3(1) 1(14) 2(16) 3(0) CONCURRENT SESSIONS: Regi onal Economic Strength Dynamics of Trustee Managed Private Foundations Prenatal Care Aids in Michigan Scholarship Foundation Roundtable Is It Too Late To Save The Great Lakes? How to Effectively Give Away Money, etc . Children And Adolescents The Conservation Of Our Cultural Heritage 1(7) 1(18) 1(10) 1( 11) 1(4) 1(15) 1(18) 1(20) 1(7) Luncheon Address - Global Sustainability 1(72) 2(30) 3(0) CONCURRENT SESSIONS: School Reform How To Measure Project Ev aluation Single Again Admini stering A Grantmaking Program Developing A New Community Foundation 1(7) 1(7) 1(4) 1(15) 1(8) Fdn. Center Regional Collections Annual Meeting CMF Annual Members Meeting/Washington Update "Thursday Night At The Theatre" 2(4) 2(7) 2(8) 2(4) 2(3) 2(5) 2 ( 13) 2(4) 2 ( 5) 2(6) 2(10) 2 ( 11) 2(12) 2(3) 3(3) 3(0) 3(2) 3(1) 3(0) 3(0) 3(1) 3(0) 3(0) 3(3) 3(5) 3(0) 3(0) 3(0) 1(5) 2(0) 1(15) 2(8) 3(0) 3(0) 1(86) 2(3) 3(0) FRIDAY , NOVEMBER 4, 1 988 Breakfast/Meeting - Community Fdns. Youth Program CONCURRENT SESSIONS : To Focus Or Not To Focus? Can Corporations a nd Fo undations Work Together? Investment Outl ook f o r 1989 The Challenge of Juvenile Crime The De lic ate Balance - Board/Staf f Relationships Charitable Watchdogs Managing A Foundation Portfolio The Challenge of Substance Abuse Donor 's Platfo r m - I Have A Dream Foundation 1199A 1(19) 2( 1 2 ) 3(0) 1(23) 1(16) 1(15) 1(17) 1( 8) 1( 4 ) 1( 11) 1(15) 2(4) 2 (1) 2(6) 2(6) 2(16) 2(7) 2(15) 2(5) 1( 60 ) 2(1) 3(0) 3(3) 3(0) 3(0) 3(4) 3(0) 3(2) 3(0) 3(0) � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-03-07_Conference-Evaluation Title A name given to the resource Council of Michigan Foundations 1989-03-07 board book conference evaluation Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-03-07 board book conference evaluation. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49801 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-03-07 https://digitalcollections.library.gvsu.edu/files/original/6d68ba90ebcb0a2de4d7ffbba0369a89.pdf 6ac308e8a82bbe0c188bb15e31961245 PDF Text Text Tab 10 Council of VMidtigan l'oundatiorts 0~ 1:: SOUT H r ARGOR AV[ N,J' P Cl BOX S99 GRAND HAVFN, Ml i9~ 17 PHCJ\11 o16 8i2 7080 Date: February 28, 1989 Memo to: From: Re: BOARD OF TRUSTEES William V. Weatherston, Chairman Corporate Task Force Corporate Initiative Program Proposed: CMF allocate up to $5,000 from reserves to fund investigation and report for the CMF Corporate Initiative to be presented to the June, 1989 Board of Trustees meeting for review and action. Background At the June , 1988 Board of Trustees meeting, a Corporate Initiative Task Force was formed to plan how CMF would increase the number of corporate giving programs in Michigan; increase corporate giving resources in the state; expand CMF corporate services, and as a result of these activities, expand CMF membership. Members of the Task Force include William V. Weatherston, Chairman; Leo J. Brennan, Jr.; Donald A. Lindow; W. Calvin Patterson III; and Peter M. Wege. In order to properly evaluate the current and future needs of corporate givers in the state, as well as to prepare plans on how CMF might respond, more information is needed. It is proposed that a consultant be retained to: -Interview 8-10 current CMF member companies -Interview 10- 15 non-member companies, including business associations -Prepare recommendations on CMF programming options The attached proposal elaborates the scope of work and work plan. The Committee considers i t important to have an unbiased, informed individual conduct the interviews. The consultant, Maryellen J. Lewis , has worked with a number of corporations throughout the United States, most recently in Chicago for AT&T. She authored a paper for the National Conference of State Legislatures and the Education Commission of the States on Commonsense Investments in a Shared Future: Business SuPPort of Public Schools . She recent l y moved to Albion, Michigan with her husband and comes highly recommended from a number of grantmakers. For your information, a second proposal for the work was received in the amount of $14,850 . WVW/jmc:l36C attachment �• I' Sumn1.~~L.:i.~ In o r·d;"·,- to dE·~:Oi(;tn its anticipated Ccq- por-c:~tE;; Initiativf2 to assist and augment corporate philanthropy in Michigan, the Council of Michigan Foundations ICMFl requires additional informatio n about the state's ~~.lr·r·f.:;:ll.t givers, .:;~swell as g ·o-eater i nsight and a neh·wr· k of cc:<n~-tr-uct i ve cont,:olcts among [!..:~_!;_Q.!J..:t;_j_al g i ver· s ( pa;-t icular·l y amon'~J midsize firms). Considerable national information provides a useful framework for planning - -but sensitivity to the particular char-acter-istics o ·f Michigan cor·pcq-atE? phil.;;mthr-opy ifuJQ_c;d: individual COfi)_Qanies is cr·itical fcq- tr·oe Initiative ' s success. For this purpose, the consultant will visit and interview senior management and contributions staff at 8 to 10 current CMF member companies (representing a range of industry, size, location, and pr-oqc.;,\m m.o<tur-ity) . The cc•nsultant w:tll als:.o vi::;it and inter·v i evJ -10 tc• 1:::.; non-memi:H?.r- companies including QQ_:t &l_ilt:i.Q_l gi\ff-:!1-,;, ar1d including h ·m ' or moce business associations such as Chamber s of Commer ce or Economic Development Cocporations lall representing a range of ind u stry, si~e, location and type of community). In consultation with Dorothy J ohnson and William Weathecston and othecs, the consultant will then p rep are a summary report and action cecommendations fo e the CMF Corpocate Task F o rce and Board by May 31. In September , the CMF Co r porate Task Forc e discusse d four New Goals~ Th i s ( 3) E xpand CMF c o r por ate s ec v ices. (4 ) As p r o p osa l a r esul t rep1esent s lon g -r anqe goa l s T h 1~ (a l and (b) ~or k exp a nd CMF memb e rsh i p . a pre l iminar y st ep t oward ach i eving those b eginning scope of t h e wea l th o f gu1d~n c c, of the a b ov e, 1n in th i s 1 989. pro pos ~! reflect s t wo ma jor i n fl u e nc e s : nati o n al data and exper tise new available f o r t ime a n d bu d q et co n s t ca i nts . �the consu ltant will draw on (previously- For greatest effic iency, reviewed) surveys and rep orts by the Council on Foundations, the Confer ence Board, the Independent Sector, and regional and state researchers--to put this limited Michigan investigation in useful c onte>:t . colleagues At various stages, the consultant will al so consult with in these national and regional agencies Cby phone or in the course of un re lated travel), in ord er to produce the most re alisti c and dependable recommendation s b y the Ma y 31 completion date. By using these resources, the consu ltant will be able to construct recommendation s on a small s ample of Michig an corporate contribution programs--and an e ve n smaller proportional sample of potential givers~­ while keeping within the time and budget limits. SlBJ.i!Ql e __g_j"___!;;;~-.if"i-en t CI'1F MeHl\?J~.~omn_an i_.§_?__,__ In consu 1 tat i c•n I'J i th Dorothy Johnson and William Weather sto n las well as other knowledgable persons around the state), the consultant will visit and i ntervi ew 8 to 10 CMF mem ber comp anies, represe nting a range of industries, size, l ocation and program maturity (all key variables). include senior ma nagement as well as significant staff, and will address such broad isues as ~ell mi~sion, history and anticipated future, a s as practical matters such as organizational placement, p rocedures , Specific questions will address (1) perceiv ed needs, particularly for companies experiencing or anticipating chang e , and (2 ) their assessment of CMF se ~ vic3s to date, and their recommendat i ons fo r �Therefore, a larger number of non-member companies will be included in this investigation. However, since mo st of these interviews wi ll be briefer, these visits will be organized to maximize time and travel costs. In consultation with Dorothy Johnson and William Weatherston Cas well as other knowledgeable people around the state), the consultani will visit and interview 10 to 15 non-member companies--esp ec i ally midsized finns··--including industry, size, Qotentj_~\1. givel-s, J"'ep r·esf.enting a l- ange of location and type of community. If t he non-member company already operates a formal contributions program, the interv iew will resemble those for CMF membe r s . If not, the inter vi ews will be , conducted with senior management <including the CEO> and will explore company ~ission and history in the community, the poten tial and options for philanthropy, perceived obstacles to effective philanthropy, and company needs that could be met by a new CMF Co r pora te In i tiative. The role of these briefer interviews is not onl y data gathering. TI1 r~_p u c;tb__:tb.<::_"!!.•~ -irLt E'! l.~. v i s;,e±~.?...!'_t h <~.-<;;~!=' n s 'd.l t fc;:r_Gt!E_.t';.c... f!l.Q_::@_f.i:CI" v<~ "' r· d__':LU:l.(;cr.:.Qt.~.L'? l •./ ~· n L_~. n ,t i c i 12..9 t e s. 1_~ v i _n g __ g 1- o u n d •·1 o ~- ~L •~ .Ltt'.L.iLG.Q.IJ:! o ~- "l..t e I •l.Lt.i.s' t i v e::_~QQXl a s __.fXCQP_<;;...?:.t:i,)__J.:?...:t:.__t.b~;::___G I'! f::__G o 1-J:.!J:•L<'~-.to'L..I.?.~§.L.._Ef:.t.::.f..fi!._.§j.L' d _ "'lllill: o vE~.£LJ:.~Y.. ..J::.!'.JJ~.--f~~.F d..!!.• the flndings of t hi s investigation and in consultation with Do ro thy Johnson and William Ws a the r ston, the consultant will prepare and submit �The consultant has already begun the process of identifying sites for both the member and non-member inter v iews . Beginning in early March (or sooner), the consultant will begin ionductini inte rviews at <NOTE: the company locations . Because of the nature of the info rmat ion sought and the expected outcomes, on-site interviews promise far greater success than group _meetings or telephon~ intervi e ws, both of which have a tendency to produce more remote and superficial responses.) Including travel, each member interview likely will r e quire a full The e:-:ception ~tJill be days ftJht;?n inter-·vieo•J,,; with non-m>?mJd.er companies (briefer interviews) can be coordinated, red u ci n g travel tim e for· both. Th ere may be ways to coordinate member interviews within regions of the state. Careful planning for efficiency will guide t he site selection and travel strategy. Identification of n on-member agencies likely will occur throughout the member interviews , so membe r interviews will begin first. int e rview process a l so should conti n ue t o matu r e as th e pro cee d s an d a s o p po r tun i t ies eme r ge. iner ef o re, The i nvestig a tion t he c o nsu lt an t will h a ve a c o n tinui ng conv ersat ion with CMF l e a dership and o th er adv i so r s t h1ou gh out the th:ee- month p roje c t. I n tervi e w me mb e r agencies I nterv ~ e w no n - member aqenc ies f::~ c:: l~\ '/ b t.J,::1.j' ~::­ ::~. ,;:l. l::ld ':/~~: �TIL Consulting f ees will be $200/day, totalling $4000 over three (w1th documen tation) small amount of postage and supplies, meals, and lodging (when logistics make it necessar y to stay overnight between i nt e rviews ) . � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-03-07_Corporate-Initiative Title A name given to the resource Council of Michigan Foundations 1989-03-07 board book corporate initiative Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-03-07 board book corporate initiative. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49802 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-03-07 https://digitalcollections.library.gvsu.edu/files/original/738e4132a14c58abbfc8fe329f5ee6ab.pdf 44d06a5fb3b3ea9e88562e7e672b71ea PDF Text Text COUNCIL OF MICHIGAN FOUNDATIONS Summary Statement of Budgeted Cash Operations and Changes in Cash balance Nine Month Period Ending December 31, l988 and l987 1987-88 Cash Transactions 1988-89 Cash Transact i ons 1988 Annual Budget Over(Under ) Budget $199,105 Opening Cash Balance, 04/01 $194 , 992.85 $313,341 General Budgeted Income - see page two $334,386.97 $339,025 ($4,638) (58,344) 300,883 General Budgeted Expenses - see page three 280,680.68 339,025 $12,458 Income Over (Under) Expenses $53,706 . 29 $0 $177,495.62 $220,500 (43,004) 242,864.48 285,500 (42,636) ( $65 ,368.86) ($65, 000) $13,603.31 $18,500 (4,897) 15,893.93 18,500 (2,606) $108,192 102,251 $5,941 $10,000 7,396 $2,604 $21,003 (3,825) $216,283 $33 15, 846 10, 804 189,600 $216,283 Revolving Funds Income - see page two Revolving Funds Expenses - see page three Income Over (Under) Expens es Special Budgeted Income - see page two Special Budgeted Expenses - see page three Income Over (Under) Expenses Combi ned Income Over (Under) Expenses Res ulting in Net Increase (Decrease) in Cash for Per iod Less r evenue of current peri od recognized as cash in pr i or period Closing Cash Balance, 12/30 cash Balance Composed of: Cash on Hand Cash i n Checking Account Cash in Savi ngs Accounts cash in Inves tment s/Money Market s Total Cas h Accounts ($2,290.62) ($13,953.19) $0 ($65,000.00) 0.00 0. 00 $181 '039 .66 $129,992.85 $33.25 8,1 72.77 1, 144 .82 171, 688 .82 $181 ,039 .66 Page 1 of 7 �COUNCIL OF MICHIGAN FOUNDAT IONS Schedul e of Budgeted Cash Receipts Nine Month Period Ending December 31, 1988 and 1987 1987-88 Cash Transactions 1988-89 Cash Transactions 1988 Annua l Budget $210,385 .00 0. 00 6,000 . 00 9,028. 34 2 ,086.03 85 , 024 . 60 11 ,285.00 10,578.00 $222,400 0 6,000 7,000 1,000 91,625 0 11,000 --- ------ ------- -- $334,386. 97 $339, 025 Over(Under) Budget CASH RECEIPTS $186,939 8,600 0 5,999 1,260 99,798 2,270 8,475 $313,341 $6,549 65,983 32,700 2,960 0 0 0 $108,192 $0 10, 000 $10,000 General Budgeted Income: Member Contributions Strateg ic Plan Contributions Add Cont ri butions Interest Miscel laneous Major Conference Revenues Host Commit tee Revenues Small Confer ence Revenues To tal Revolvi ng Funds Income: Survey and Directory Increasing Phila nthropy Improving Ph il anthropy (2) Community Foundati on Energy Administration Community Foundat ion Di rect ed Energy Fund Kellogg Youth Admin i st r ation Mott Community Foundation Technical Asst . ========== ========= $26,284 .62 16,211.00 20,000.00 20,000 . 00 50,000 . 00 20 , 000.00 25,000 .00 $15,000 10,000 20,000 40,000 50,000 48,000 37,500 --------- ------- -- $177,495.62 Total $220,500 (1) =========== ========= $13,603.31 0 $18,500 0 --------- --- ----- - $13,603.31 $18,500 Special Budgeted Income: Community Foundation-Nati ona l Community Foundati on- Scholarsh ip Fund Total Notes: (1) Tota l Cas h Receipt s 85 (2) $525,485.90 $578 ,025 ========:::= ========= Summary of Revo lving Funds (in Th ousands ) Budgeted Budgeted Prev i ous Carryover Expense Income 35 15 9 Survey and Directory 45 10 28 Increas ing Philanthropy 30 15 20 Improving Philant hropy 40 40 2 Comm. Foundat i on Energy 54 150 The Improv ing Philanthropy Fund budge t is f or two years . transfer red to Revo lving Funds for fi scal year 1988-89. -------- ($4 ,638) ========== $11,285 6,211 0 (20, 000) 0 (28,000) (12,500) --------($43 ,004) ========== ($4 , 897) ----- --- ($4, 897) ========= =======:::= $431,533 ($12,01 5) 0 0 2,028 1,086 (6, 600) 11,285 (422 ) ($52,539) ========= Expected Carryove r ( 11) (7) 5 2 (11) This Fund was Page 2 of 7 �COUNCIL OF MICHIGAN FOUNDAT IONS Schedule of Budgeted Cash Disbursements Nine Month Peri od Ending Decembe r 31, 1988 and 1987 1987-88 Cash Transactions 1988-89 Cash Transactions 1988 Annua l Budget $103,542 . 76 6,692 .74 7,030 . 08 4,864 .05 6,730.65 5,759 . 89 7,402 . 43 17,999.44 8,891 . 67 1, 344.21 2,046 . 90 2,000 . 00 1,403.14 9,034 . 60 1,302. 15 77,759.53 5,026. 13 11,850. 31 $140,000 9 , 500 8,500 6,500 9,000 6,000 9 , 000 25,000 10,000 1, 700 2,000 2,000 1,200 10,000 1,000 86,625 0 11,000 0 0 ---------- ---------- Over(Under) Budget CASH DISBURSEMENTS $95 , 534 6,491 5, 365 4,475 7,682 4,333 4,781 14,983 10,157 1,493 662 1, 620 749 4,512 521 92,429 4, 830 10,362 19, 400 10,503 $300,882 $1,251 44,512 9 , 425 47,063 0 0 0 $102,251 $0 7,396 $7,396 General Budgeted Expenses : Salaries, Taxes & Benefits FICA Occupancy-Offi ce Telephone Equipment O~ned & Leased Mai li ng & Postage Stationary & Supplies Publicati ons & Printing Meeting & Travel Insurance Furniture & Equipment Computer Trus tees & Committee Meeting Expense Contracted Clerical Expense Miscellaneous Major Conference Host Comm i ttee Expense Sma l l Conference Car Purchase Office Automation Total Revolving Funds Expense: Survey &Directory Increasing Philanthropy Improving Philanthropy Community Foundation Energy Admin is tration Community Foundat ion Directed Energy Fund Kel l ogg Youth Administration Mat t Communi ty Foundation Techni cal Asst _ Tota l Special Budget ed Expenses : Community Foundation - Nationa l Community Foundation - Scholarship Fund Tota l $280,680. 68 $339,025 ========== ========== $23,837. 21 37,940. 52 25 ,445.07 24, 119. 58 50,000. 00 50,747.71 30 ,774.39 $35,000 45,000 30,000 40,000 50,000 48,000 37.500 ------- --- --- ------- $242,864.48 $285 , 500 ::::::::=: ======= ========= $15,893. 93 0 $18 ,500 0 --- --- --- --------- $15,893 . 93 ========= $410,529 Total Cash Di sbursements $18,500 (36,457) <2,807) ( 1,470) (1,636) (2,269) (240) (1,5 98) (7,001) ( 1, 108) (356) 47 0 203 (965) 302 (8,865) ( 1) 5,026 (1) 850 (1) ( 58,344) (11,163) ( 7,059) (4 , 555 ) (15,880 ) 0 2,748 (2) (6,726) <42 ,636) (2 ,606 ) (2 ,606) ========= $539 , 439.09 ========== Not e : (1) (2) Major conference, host comm i ttee and small conference revenues are expect ed to cover expenses . Expenditures fo r the prog ram ar e projected at $78,000, th e diff erence be t~een $78,000 proj ected and $48, 000 budgeted ~i ll be made up from t he interest earned on the Ke l l ogg Funds . Page 3 of 7 �COUNCIL OF MICHIGAN FOUNDATIONS Summary of Revolving Fund Income & Expenses Nine Month Period Ending December 31, 1988 Increasing Survey Phi tan· and Directo r y thropy Improvi ng Phi lan thropy Comm. Fdn . Comm. Fdn. Energy Di rected Energy Fund Admin . Kellogg Youth Admin. Mott Comm. Fdn. Technical Assistance $25,000.00 Income: Contributions Interest Income &Other Total Income $15 , 000.00 $20,000 . 00 $20,000.00 1, 21 1. 00 $50,000 . 00 $20,000.00 $26,284.62 $16,21 1.00 $20,000.00 $20,000 . 00 $50,000 . 00 $20,000.00 $25,000.00 $26,284.62 ========== ========== ========== ========== ========== ========== ========== Budgeted Income $15,000 $10,000 $20,000 $40,000 $50,000 $48,000 $37, 500 Expenses : Grants Sa l aries, Taxes & Benefits Contracted Services Conferences Wor kshops Printing & Publications Meetings & Travel Te l ephone & Postage Scholarship Activities Equipment Lease & Ma i nt. Occupancy General Supplies Books & Subscriptions Office Renovation Furniture & Equi pment Miscellaneous Tota l Expenses Budgeted Expenses $50,000.00 $8,825.83 $12,927. 11 1,094.21 $34,047.12 1,777. 38 20,460.71 1' 181.90 1,266.93 29.00 1 ' 194 .35 125 . 00 6,254 .40 2,036 . 41 874.90 1' 195.59 1,346.29 706.50 483. 63 1,880. 71 4,202.27 2,216.70 467.98 270.61 338 . 27 135.30 1,028.70 838 . 65 8,667.80 583 . 01 315 .50 628.26 483.34 275.19 1,800.76 273. 10 15,329 . 50 9,807.61 292.17 1,965 . 84 $11,832. 19 $16,326 . 85 1,600.37 112. 90 795 . 00 234. 00 $23,837. 21 $37,940 . 52 $35,000 $45 , 000 1,909.29 2, 236.53 861. 94 6,532. 89 430.99 1,599 . 27 711.40 52 .33 $25,445.07 $24 , 119.58 $50,000 . 00 $50,747. 71 $30, 774 . 39 $30 , 000 $40,000 $50 ,000 $48,000 $37' 500 Page 4 of 7 �COUNCIL OF MICHIGAN FOUNDATIONS Balance Sheet As of December 31, 1988 ASSETS Cash Balance Composed of: Petty Cash Checking Account Savings Account Investments , Money Market Funds Grant and Endowment Accounts $33 .25 8, 172. 77 1,144 .82 171,688.82 (Abbit Mgt.) 3,849,156 . 51 Properties: Contributed Furnishings Purchased Furnis hings Purchased Equipment Less Accumulated Depreciation $181,039.66 $7' 170.68 $24,844 . 81 133,351 . 39 158,196.20 (49,303.96) Total Assets 116 , 062.92 $4, 146, 259 . 09 LIAB I LITI ES AND FUND BALANCES Grants and Endowments Payable Fund Bal ances : Prope r ties Fund General Operating Fund Revolving Fund Special Projects Fund Transfers & Excess(Def iciency) of Suppor t & Revenue over Expenses Total Liabilities and Fund Balances $3, 849,156 .51 $116,062.92 131, 628 .64 46,187.64 17, 176.57 311 , 055.77 ( 13 , 953.19) $4,146,259.09 Page 5 of 7 �COUNCIL OF MICHIGAN FOUNDATIONS Summary of Grant and Endowment Accounts Nine Mont h Period Endi ng December 31, 1988 State of Michigan Community Foundation Energy Fund Beg inning Balance Addit i ons (contr .) Interest IJ.K. Kelt ogg Michigan Comm. Fdn . Youth Project C. M. F. Program Fund 11.1./. Allen Fund Totals $2,785,730.64 $0.00 $0. 00 $2,785 '730. 64 0.00 2,040,000.00 64,975. 00 2,104,975.00 116,845 .08 54,077. 17 0.00 170,922.25 0.00 0.00 ll ithdrawals (g rants) ( 1 ,212,471.38) ------------- ------ ---- -- - --- -- -- -- ---- ------------ - ----- -- ------ Ending Ba lance $1,690, 104.34 $2,094,077. 17 $0 .00 $64,975.00 $3, 849, 156.51 ============= ============= ============= ============= ============== ( 1 ' 212,4 71. 38) Grants Kalamazoo Fdn. Grand Rapids Fdn. Bay Area Comm. Fdn. Comm . Fdn. of SE Mi ch . Comm. Fdn. of Gr. Flint Saginaw Comm. Fdn . Gr. Battle Creek Fdn. Muskegon Cty Comm. Fdn. Gr. Haven Area C. F. Comm. Fdn. of St . Clair Freemont Area Foundation To ta l $1 00,000.00 90,440.38 76,500.00 408,000.00 4, 000 .00 136,916.00 123,666.00 7,700 . 00 40,000. 00 123,666.00 101,583. 00 $1,212 , 471.38 $100,000 . 00 90,440. 38 76, 500.00 408,000.00 4, 000 .00 136,916.00 123,666 .00 7,700 .00 40,000 . 00 123 , 666 . 00 101,583 . 00 $0 .00 $0 . 00 $0 . 00 $1, 212, 471.38 Page 6 of 7 �COUNCIL OF MICHIGAN FOUNDATIONS Summary of Grant and Endowment Contributions Nine Months Ending December 31, 1988 Y. Y. Allen Fund Contributions: Talbert &Leota Abrams Foundation Allen Foundation Besser Foundation Guido A. & Elizabeth H. Binda Foundation Bundy Foundation Samuel Higby Camp Foundation Detroi t Neurosurgical Herbert H. & Grace A. Dow Foundatioon Dyer-Ives Foundation Earl-Beth Foundation Erickson Foundation J. F. Ervin Foundation John E. Fetzer Foundation Frey Foundation Herman & Irene Gertz Foundation Irving S. Gilmore Foundation Harder Foundation James & Lynelle Holden Fund Robe rt L. & Judith S. Hooker Foundation W. K. Kellogg Foundation Kellogg Company 25-Year Employees Fund McGregor Fund The Miller Foundation Charles Stewart Matt Foundation Elsa U. Pardee Foundation Charles J. Strosacker Foundation Harry A. & Margaret D Towsley Foundation Greater Battle Creek Foundation Berrien Community Foundat i on Grand Haven Area Commun i ty Foundation The Midland Foundation Nor t heast Michigan Community Foundati on Chemical Bank and Trus t Citi zens Commercial & Savings Bank Na tional Bank of Det roit De troit-Edi son SPX Foundat ion Steelcase Foundation La·Z· Boy Chair Foundation Sally Yerex $350 2,000 5,000 50 1,000 . 150 100 5,000 50 200 300 200 1,000 500 400 1,000 500 2,500 175 20,000 250 1, 000 500 5,000 5,000 2,500 5,000 500 200 350 100 200 1, 000 75 250 500 175 1,500 350 50 $64 , 975 Y. Y. Allen Fund Pl edges : Yege Foundati on Rollin M. Ge rs t acke r Foundat ion Tota l $500 5,000 5, 500 $70,475 Page 7 of 7 �Council of Michigan Foundations Proposed Budget Summary 1989-90 1988-89 Pr oposed Budget Budget $339,025 339,025 -0- $220,500 285,500 ~) 18,500 18,500 -0- General Budgeted Income General Budgeted Expenses Income Over (Under) Expenses $362 , 900 362 , 900 Detail shown on Proposed Operating Budget with Budget Notes (attached) -0 - Revolving Funds Income Revolving Funds Expenses Income Over (Under) Expenses $258 , 250 229,275 28 975 Special Budgeted Income Special Budgeted Expenses Income Over (Under) Expenses i ncluded in Revolving Funds Community Foundation Projects Other Revolving Funds $193 , 750 151 , 775 41,975 $ 64,500 77 500 (13 , 000) Attachment Attachment II DISCUSSION at the March 7 Board Meeting will utilize the attached deta il Proposed Operating Budget and Notes Attachment I - Community Foundation Projects Attachment II - Other Revolving Funds PURPOSE will be to answer questions and provide understanding of the programs and dollars being projected OBJECTIVE will be to approve the proposed budget shown above "' :;o C) "' C) (/) rn CJ t:O c CJ RKR : prl 2/89 "' rn --l �Tab 9 Council of Michigan Foundations Proposed Operating Budget April 1, 1989 - March 31, 1990 1988-89 A1:11:1roved Anticipated 12 Months 1989 - 90 Pro1:1osed $222,400.00 6 , 000 . 00 7,000 . 00 1,000.00 91,625.00 $230,000.00 11,000 . 00 .00 $339,025 . 00 $225,000.00 6,000 . 00 9,000 . 00 2,000 . 00 86,300 . 00 15,000 . 00 11,500.00 .00 $354,800 . 00 General Budgeted Ex1:1enses Salaries & Benefits FICA Occupancy - Office Telephone Equipment Owned & Leased Mailing & Postage $140,000 . 00 9,500 . 00 8,500.00 6,500 . 00 9,000 . 00 6,000 . 00 $131,000 . 00 9 , 100 . 00 8,400.00 6,500 . 00 9,500 . 00 7,200.00 $ 151,200 . 00 (B ) 10 , 000.00 8,500.00 7,000 . 00 12 , 500 . 00 7,500.00 Stationery & Supplies Publications & Printing Meeting & Travel Insurance Furniture & Equipment Computer Trustee & Comm. Mtg . Exp . Contrac t ed Clerical Expe . Mis ce llaneous Maj or Conference Host Committee Expense Small Confe rence 9,000 . 00 25,000 . 00 10,000 . 00 1,700.00 2,000 . 00 2,000.00 1 ,200 . 00 1 0,000 . 00 1 , 000 . 00 86,625 . 00 . 00 11,000 . 00 9,000.00 27 , 300 . 00 10,000.00 1,700.00 2 , 000 . 00 2,000.00 1 , 600.00 10,000 . 00 1 , 500.00 81,000 . 00 15,000 . 00 11,000 . 00 12,000.00 (C) 30,000.00 (D) 10,000 . 00 1,700 . 00 2,000.00 9,000 .00 (E ) 1,500 . 00 10 ,000.00 1 ,0 00.00 75,000.00 . 00 14,000.00 $339 , 025.00 $343,800.00 REVENUES General Budgeted Income Member Contributions Additional Contributions Interest Miscellaneous Major Conference Revenues Host Committee Revenues Small Conference Revenues Interest Allocation- WKK Grant Totals .oo .oo 9,400.00 2,000.00 80,000.00 15,500 . 00 26,000 . 00 (A) $362,900 . 00 DISBURSEMENTS Totals SGH/1192A 12/28/88 $362,900.00 �1 989 - 90 Budget Notes (A) Revenue - Interest Allocation Because of the W. K. Kellogg Foundation's (WKKF) payment of the three year community foundation youth grant at one time, CMF is able to take advantage of the investment earnings to enhance CMF programming. The WKKF has placed no restrictions on the investment earnings other than to ask that the grant program receive additional funds for unusual opportunities which may present themselves during the tenure of the grant and that the Board of Trustees approve any allocation. Detail on the fol lowing summary is provided on the Community Foundation project budget , Attachment I. 1988- 89 (9 months) 1989-90 1990-91 1991 (12 months) (12 months) (3 months) Revenue WKKF Admin . Grant Mott Grant Wege Fdn . Grant WKKF Interest COF Grant Other Total $ 15,000 37,500 5,000 102,000 18,500 100 $178,100 $ 20,000 50,000 -0120,000 -03,750 $193 , 750 $ 20,000 50,000 -063,000 -0- 0$133 , 000 $ Disbursements WKKF Youth Program Lease - hold Improvements Furnishings/Equipment Mott Program COF- CF National Total $ 53,519 15,329 9,808 37,500 18,500 134,656 $101,775 - 0- 050,000 -0151,775 $109 , 700 - 0-050 ,000 - 0159,700 $ 23,500 - 0- 012,500 -036,000 $ 43,444 $ 41,975 ($ 26,700) 5,000 12,500 -014,400 -0-0$ 31,900 ($ 4,100) Net result - $54,619 in additional funds for CMF programming. It is proposed that $26,000 of these funds be allocated to 1989-90 income to enhance CMF programming as described below. (B) Salaries & Benefits - $151,200 Includes compensation for following positi ons : - President -Membe r Services Di r ector -Staff Associate - S t a f f Assoc i ate - half time �Details on salaries and benefits recommended by the Executive Committee will be available at the meeting. .Proposed to promote Office Manager to Staff Associate - Technology & Office Sy stems , and hire a secretary if special grant received . This position not included in budget becau se grant not received as of this time. Proposed salary and benefits, $15,000. The new position would be on a two-year contract to correspon d with receipt of expected additional Mott Community Foundation grant . Job descriptions approved by Executive Committee will be available at the Board of Trustees meeting . (C) Stationery & Supplies - $12,000 The $3,000 additional expense is for expenses associated with a "new" CMF corporate look which wi ll include a new letterhead, coordinated second sheets , labels , notecar ds, envelopes . The changes will be incorporated with the other CMF printed material , the cost for which is reflected in the publications and printing budget. Bids have been taken from firms and individual free lance designers. Quantities purchased will last one year . Existing CMF logo will be used . (D) Publications & Printing - $30 , 000 This is a $5,000 increase from the 1988- 89 budget. include : Publications will The Michigan Scene 4 i ssues /4, 000 each Editor* Printing $6,000 9 , 000 (* includes writing for Occasional Papers; and usually two special purpose assignments ) Annual Report 2 , 000 copies 7,000 Folders 5,000 (to be used f or wo rkshops, Board and committee meetings) 3,000 Brochures - special purpose 2,000 Purchase of resource publications for CMF library 2 , 000 Mi scellaneous - in r e serve 1,000 De tail description and competitive bid documents available at Executive Committee mee ting. �(E) Computer - $9,000 CMF's Wang VS-15 computer is 92~ full at this time . It contained 150 MB . (403 free extents totalling 3257 blocks remain . ) CMF needs to expand its computer capability. CMF evaluated three options - upgrade system (cost- $43,000) ; purchase Wang VS-5000 (cost- $26,000); purchase two Wang-PC 240's and necessary equipment to make compatible to Wang system (cost- $9,000) . The PC system is recommended . CMF Trustee , Nicholas M. Gabriel , has indicated that the Ford Foundation will give CMF a used IBM PC for use in processing the financials. The need for additional computer space is necessary because of the several projects CMF has undertaken in the last year -- community foundation , improving philanthropy, increasing philanthropy, and expanded conference logistics . jmc : 88C �COUNCIL OF MICHIGAN FOUNDATIONS COMMUNITY FOUNDATION PROJECTS KP-llogg Youth Granl An.Licip. 1989-90 9 Months !:E..Q.posed REVENUES: Contribulions Wege Foundation Conferences Workshops Publications Interest Income & Other Total Revenues Carry Over Grand Total Moll Comm. F'dn . AnLicip. 1989-90 ~ Months Proposed 12 Monlhs Conun. Fdn. National Anlicip. 1989-90 Proposed Tolal 1989-90 Proposed 15.000 5,000 -0-0-0- 20.000 -0-01,000 -0- $37,500 -0-0-0100 50.000 -0-02,000 750 $18,500 -0-0-0-0- -0-0-0-0-0- 70.000 -0-03,000 750 102.000 $122 '000 120' 000 $141,000 -0$37,600 -=.Q.::_ $ 52,750 -0$18,500 ~ -0- 120,000 193' 750 $122' 000 $141,000 $37,600 $ 521750 $1B ,500 $ -0- $193' 750 26' 750 2,000 -0- 59' 125 1,500 -02' 750 2,500 9,000 2, 700 7,000 1,800 -010,100 2,500 -0-0BOO 99' 775 19,500 3. 750 -0-06 '750 2,250 750 3 ,ooo -0-01,500 -0-0-0-0$37,500 21,500 5,000 -07,250 6,000 3,000 3,000 6,250 -0-0-0-0-0-0200 $ 52,000 10,000 1,500 -0-01,513 1,BOO 913 -0622 -0B35 -0-0-0- -0-0-0-0 -0-0-0-0-0-0-0-0-0-0-0$ -0- 80' 625 6,500 -010,000 B,500 12 '000 5 '700 13' 250 1,BOO -010,100 2,500 -0-0BOO $151' 775 41' 225 100 750 -0- 41,975 EXPENSES: Grants Salaries, Taxes, & Benefits Contracted Services Conferences Workshops Printing & Publications Meetings & Travel Telephone & Postage Scholarship Activities Equip. Lease & Maint. Occupancy General Supplies Books & Subscriptions Office Remodeling Furnishings & Equip. Miscellaneous Total Expenses 500 2,500 1,000 3,500 7,000 3,600 -05' 169 1,000 15 '329 9 ,80B 500 $78 '656 $43,344 _____hlll $1B ,500 -0- :t' rt rt January 23' 19B9 90C "' () § (]) ::> rt H �COUNCIL OF MICHIGAN FOUNDATIONS Survey & Directory 1989-90 Anticip. Proposed 12 Months Improving Philanthropy 1989-90 Anticip. 12 Months Proposed * Com. Fdn. Energy Adrn. 1989-90 Anticip. Proposed* 12 Months $29 . 500 $20,000 $40.000 29.500 20,000 20 000 $40.000 Increasing Philanthropy 1989-90 Anticip . Proposed 12 Months REVENUES: $15 , 000 Contributions Conferences 'Workshops Publications Interest Income & 28,000 15,000 28,000 15 , 000 _Q_,_QQQ) $12,000 ~ $37 , 000 16.200 28 000 $44,200 ~ $33.700 EXPENSES: Grants Salaries, Taxes, & Bene£ its Contracted Services Conferences Workshops Printing & Publications Meetings & Travel Telephone & Postage Scholarship Activities Equipment Lease & Maint. 10 000 $10.000 40,000 20,000 ___L_!!QQ ___L_!!QQ $41,800 $21,800 35,036 20,100 8. 826 1' 094 6,500 16 1952 500 8,600 36.098 8,800 17,317 1, 777 2 , 000 500 1 , 500 125 1, 255 2,065 890 300 500 1,196 1, 997 1,172 800 600 1,462 2 , 100 1, 26 7 129 1,016 842 1,500 386 400 420 300 246 100 939 165 1,000 668 483 300 353 200 $30,000 $10 , 000 HO , OOO $21,800 1, 361 8,668 1, 200 795 200 $40,000 $12.000 $40,000 19,500 $33.700 * Six ( 6) Month Budget December 22, 1988 0446P (3 , 000) $77,500 (13 ,000) Income Over (Under) Expenses Carry Over $64.500 $ 5,000 Occupancy General Supplies Books & Subscriptions Office Renovation Furniture & Equipment Miscellaneous Tax Credit Marketing Total Expenses $20,000 1,200 Other Total Revenues Carry Over Grand Total Total Pavment -0- 4,200 -0- 10,000 -0- 1,800 -0~ rt rt 0> 0 ""'~ " rt H H � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-03-07_Financials Title A name given to the resource Council of Michigan Foundations 1989-03-07 board book financials Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-03-07 board book financials. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49803 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-03-07 https://digitalcollections.library.gvsu.edu/files/original/7b2d62509697a0652f155a50ead9d211.pdf ecdb6ec70f2079615849096d584aa308 PDF Text Text Council of VMiclt.igan ~oundatiorts ONt SOUliii·ARYOP AVENUE P 0 BOX 599 GRAND '"iAV[N, M 49417 PHON[ 6 · R Date: To: 70HO February 28, 1989 BOARD OF TRUSTEES From: RE: 8~2 Improving Philanthropy Committee Russell G. Mawby, Chairman Herbert H. Dow Peter R. Ellis Willard J. Hertz Gilbert Hudson Kay W. Hunt Dorothy A. Johnson John E. Marshall III Joel J. Orosz W. Kalvin Patterson III Linda B. Patterson Ranny Riecker Leonard W. Smith William s . White Improving Philanthropy Project -- Progress Report The committee has met three times since the last Board report: Nov ember 2 and December 9, 1988, and February 17, 1989. At each meeting, the committee considered updated reports of the project's focus areas and directed future steps. The following actions have been taken: 1. Educational Programs After researching the issue of educational support for philanthropy and volunteerism; writing a model proposal for nonprofit program and curriculum development in institutions of higher education; and conducting surveys of grantmakers, service providers, and educators to identify the current statewide educational environment in philanthropy and volunteerism; the committee directed the composition of a concept p a per discussing the issue of national and state activities in third sector educational support for volunteerism; undergraduate , graduate , and continuing/ community education; and research. After the paper was wri tte n and distributed to committee members, the committee met to critique the report and direct futu r e action. Further refinements of the p a per were directed and two state - wide focus group meetings were c onve n e d to r e v i e w the report and advise the committee on future steps: one o f s ervi c e provider leaders, and the second of educators (attendance lists app e n ded to this report), It was the advice of the focus group participants t h a t we reformat the paper and then distribute it widely within the educationa l community; and furthe r that the Council sponsor a state-wide conferenc e t o discuss the i s sue with educators and develop model - program outline s . The committee is now in the proces s of finalizing the concept paper and developing an e ducator's conf erence for late Se ptember. Add itiona lly , the proje c t is planni ng the presentation of consciousness - raising issue sess i ons at the Grantmaker/ Grantsee ker Seminar in May, a n d at the Council' s Annual Me eti ng in Novembe r. �l Linda Patterson consulted with representatives of Walsh College on . January 13, 1989 about offering a nonprofit managers conference on technology, and the development of an on-going technomentors program . She also met January 16 with John Tropman, Professor, School of Social Work at the University of Michigan, about establishing regular and post-Masters curriculum for nonprofit managers. The school is exploring possibilities for expanding their Administration of Human Services concentration. The Committee continues to support the development of the Campus Compact program, which has hired Diana Algra as its Project Director . The Advisory Board last met December 13 to review its program development, and Linda has been working with Ms. Algra and Dr . Nyenhuis, Hope College Provost, in designing assessment and evaluation instruments for Member campuses. 2. Michigan Nonprofit Forum Linda and Peter Ellis have represented the Council at Forum meetings held January 23 and February 27 in Lansing . The Forum is planning a luncheon in the Fall of 1989, which Governor Blanchard will be invited to address, . and which will involve key volunteer leaders and statewide organizations in generating a prioritized agenda of issues which need the Forum ' s attention. 3. Capital Campaign Report A survey and cover letter (appended to this report) has been mailed to 760 statewide development officers and nonprofit organizations. The results of this survey should be ready for publication by late Spring. 4. Southeastern Michigan Needs Assessment Linda Patterson has represented CMF on the Accounting Aid Society's advisory committee for a survey to determine the technical assistance needs of nonprofit organizations in the southeastern area of Michigan. A question concerning the formal educational interests of the participants has been included in the survey, and will give us additional statistical data for our study of the issue . Conclusion The committee is pleased to present you with this report and is excited a bout the progress of the project . LBP/jmc:177I attachments �CAPITAL AND ENDOWMENT FUND CAMPAIGNS ORGANIZATI ON NAME--------------------------------------------------------------------ADDRESS ___________________________________________________________________________ CONTACT PERSON_______________________________POSITION,___________________________ PHONE________________________________ Please fill in the chart below with the appropriate information . If you are conducting a combined Capital and Endowment Campaign, please provide separate information on each. CAPI TAL OR ENDOWMENT CAMPAIGNS GOAL $ ACHIEVED $ BEGINNING DATE ENDING DATE PERCENT FROM CORP/FDN GEOGRAPHIC AREA COVERED** (RECENTLY) * COMPLETED CAPITAL CAMPAIGN (RECENTLY) * COMPLETED ENDOWMENT CAMPAIGN CURRENT CAPITAL CAMPAIGN I I CURRENT ENDOWMENT CAMPAIGN ANTICIPATED CAPITAL CAMPAIGN ANTICIPATED ENDOWMENT CAMPAIGN *WI THIN THE LAST YEAR * * LIST NAME OF CITY OR COUNTY , OR NOTE "STATEWI DE" "I understand that the informati o n I have p rov i ded abo ve will be printed a nd dis t r ibute d by t h e Cou n c il o f Michigan Fo undatio ns to members of the philan t hropic c ommunity and o t h e r interes ted p arti es." Name _________________________________________ Signatur e _______________________________ Pos i tion_________________________________ Ph one ____________________________________ Fo r f ur t he r informat i o n , p l ease call 616/84 2 - 7080 . Pl ease retu r n t o: Counc il of Michigan Foundat ion s P .O . Box 59 9 Grand Haven MI 4941 7 �COUNCIL OF MICHIGAN FOUNDATIONS SUITE 3. ONE SOUTH HARBOR AVENUE, P 0 BOX 599. GRAND HAVEN. M l 49417 PHONE 6161842·7080 '--Jml.n E . Mar~ha\1, III, Chairman Judith S. Hookt-r, \'icc Chairman Mariam C. ~oland. \'ice Chairman Leo J. Brennan, Jr.. \'ic·c Chairman Richard K. l<.appl(•y(>, Tr<>a..c;urer Dorothy A . Joh!lwn. 1-'r(:'sident Sandra G. Hus.<>C'y, MNnlwr SC'rvices Director BO.-lRD OF TRl'STEES Leo J. Brennan, Jr., B:-.ccutivt• Dire-ctor Ford Motor Company to'und )1nlcolm G. Dade, Jr.. Vice President Community and Gov. Affairs- Detroit Edison Herbert H. Dow, Prc:,;idcnt Herbert H. & Gra(..'e A. Dow Jo~oundation :\icholas l\1. G<thriel. Comptroller The .f<'ord l<'oundaliur. Robert E. llenct>y. Dirertor Dissemination & ('tJmmuni<:ations W .K. Kellogg Jo'oundation \Villard J. H('rtz, Vice Prt•sidenl Charlc~ ~lott St('\vart Foundation th S. Honker, Trus!Re Aubert L. & .Judith S. HCJOi·wr Fuundation Cillx>rt lludson, Pn~id(>nl llurf~n-WPhh(>r f'(luudation February 24, 1989 Dear Nonprofit Partner: The Council of Michigan Foundations, in cooperation with the National Society of Fund Raising Executives' (NSFRE) Chapters in Michigan, the Michigan Association of Hospital Development (MAHD), and the Council for the Advancement of Support for Education (CASE), is publishing an annual report on " Capital and Endowment Fund Campaigns in Michigan." We are in the process of compiling information on 1989 drives and invite your participation in this effort. The results of this survey will be published and distributed to members of the sponsoring organizations, and other parties interested in the philanthropic community. The report is for informational purposes only and does not imply that any judgement has been made regarding the projects listed or the organizations involved. For the purposes of this report, a Capital Campaign is defined as one in which funds will be used for construction, renovation, or improvement of a facility. An Endowment Campaign is defined as one in which projects (other than capital improvements) will be fmanced using only the interest income from funds raised, e.g. scholarship funds. Campaigns to raise annual operating support should not be included in this list. If your organization is conducting or is planning a combined campaign, please describe them separately in the appropriate places provided on the survey. Patri<'ia B. ,John!lnn, F.x('<'Uli..-e flirlc'etor Mu!lkegon County Community Foundation Tt-d L. Johnson. Prc~idi•nt Emeritu~ The to'.-emont ArNt Foundation lloward D. Kalleward. Tru~tct' Dorothy ll. Dalton l<'ound:.ttirm Donald A. Lindow, \'i<'t• Prt>Sid~·nt. ~atinr:al Bank uf Th•lr{lit John E. Marshall. III. Prt·~irl<·nl The Kre!lge Founda1 i~m t\lariam C. ~oland, ExecutiYe Dir('ctor We would appreciate your effort to complete the enclosed questionnaire and return it to us in the enclosed envelope by March 17, 1989. If you have any questions, please feel free to contact Linda Patterson, Program Associate, at her home office in Grand Rapids (616/451-4613), or at the Council's office in Grand Haven (616/842-7080). We hope that this report will be useful to the contributors who support the nonprofit organizations of the State of Michigan, and be helpful to all charitable organizations which wish to gain a better sense of the fund-raising activity within the State. Thank you for your participation. Community Foundation for Southe<lst<•rn )lidligan W. Calvin Patterson. lll. Ex('("utiv<' Dir('<'tor ~1cGrt-gor Sincerely, fund Carl F'. Reil:t. Secn..•tar) Resser Foundation Margartot A. Rieekt>r, Prc:-;irll•nt Harry A. and )targar<>t fl. Tow::~JC"y F'ounda.tion L('(ularci W. Smith. President ThC' Skillman l·'ouuda:ion Stephen E. Upton, Prc~id~:nt. Whirlpool Foundation William V. Wcath(•rston. ViCl' PrC!;idt•nt-lnduslry "'he Stroh Rr('Wl'r)' Cornpan:y Russell G. Mawby Chairman and CEO, WK. Kellogg Foundation Chairman, Improving Philanthropy Project Council of Michigan Foundations ._..~t.er l\1. Wt-gc, \'i<'<' Chairman. Trustee Steelca.se Corporation. StL'ckaH' Foundation Enclosures An Association of Foundations and Corporations Making Grants for Charitable Purposes. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-03-07_Improving-Philanthropy Title A name given to the resource Council of Michigan Foundations 1989-03-07 board book improving philanthropy Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-03-07 board book improving philanthropy. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49804 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-03-07 https://digitalcollections.library.gvsu.edu/files/original/7b97e23b2b31f6edefef092e3ec36487.pdf 2b921343263573cfcf99a154e335f335 PDF Text Text Tab 3 Council of VMicltigan Woundatiorts ON e SOU -H HN\BCR <AVEI\LE P :J BOX ~99 GRA\JD HAVEN < Ml49417 PHON<:: 616'fl4? 7080 Date: February 28, 1989 Memo to: From: Re: BOARD OF TRUSTEES Gilbert Hudson Membership Committee Report I. Membership Status Report Membership beginning April 1, 1988 (Members approved 4/1/88 - 11/2/88 Borman's, Inc. Consumers Power Civ ic Fdn. of Chelsea Comm . Heritage Fdn . of Eaton Rapids Robbins Foundation Helmut Stern Foundation (Members not renewing) Bauervic-Carroll Foundation Jesse Besser Fdn . (merged with Besser Fdn.) 228 +6 -=£ Total Approved Membership as of 11/2/88 II . 232 Proposed New Members 11/2/88 - 02/16/89 Leelanau Community Foundation Cadillac Area Community Foundation Charles DeVlieg Foundation Edward Lowe Foundation William & Marie Carls Foundation Capital Region Community Foundati on Buchanan Area Foundation Marquette Community Foundation Total Membershi p a s o f 2/16/88 Priv ate Foundations 153 Communi ty Founda tions 35 Banks 13 Corpora t e Foundations & 39 Co rporatio ns 240 GH/jmc : l18C + ___8 240 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-03-07_Membership-Committee-Report Title A name given to the resource Council of Michigan Foundations 1989-03-07 board book membership committee report Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-03-07 board book membership committee report. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49805 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-03-07 https://digitalcollections.library.gvsu.edu/files/original/3957f62e6bc03bd83ad2eae218ae800d.pdf eb84c23a6dc4fb8ac3a162f59741996d PDF Text Text Tab 8 Council ofVMicltigan WoundatiOflS ONE SOU I 11,\RE'· 1R M:O\IJ :O P 0 BCX 599 G'<·\ NO HA'J[N. Ml 49417 PI ICNE 6 · C !OJ~ 7080 1989-90 PLAN OF WORK The 1989- 90 Plan of Work is organized by the purposes of the Council of Michigan Foundations. A separate section covers all community foundation activities supported by special purpose funding. Also inc l uded is a section on the administration of the organization. PURPOSE - PROGRAM I. To provide the means for regular exchange of ideas, experiences, and expertise among Michigan grantmakers. A. Meetings/Workshops 1. 2. 3. 4. 5. 6. B. Complete plans for Seventeenth Annual CMF Conference, November 8-10, 1989, to expedite Conference and to staff Conference Planning Committee. Maintain annual conference registration process in-house , and update programs as necessary. Evaluate format, content and appeal of Sixth Annual "Spring School." Plan and execute Seventh Annual "Spring School". Plan and expedite meeting of Members in Lansing area in coordination with Board of Trustees meeting June, 1989. Plan and expedite other topical meetings as meet purposes of CMF and needs o f Members. Individual Assistance 1. *2 . *3. 4. Respond to CMF Membe r requests for informat ion. Continue to expand CMF resource files for use by Members. Catalogue all CMF resource materials and circulate ava ilability. Ma ke individual phone or personal visit with every CMF Member. II. To increase the efficiency and effectiveness of Michigan's philanthropic network. A. Membership Services 1. 2. * Plan and expedite two Grantmaker Visitation Programs -- day tours of Michiga n grantmakers including discussion of particular grantmakers of giving progr am, process, etc . Continue offering individual visitations of interested memb ers to another member founda tion, corporation or bank for not l ess than . one day or more t h a n one week. New or expanded initiatives for 1989 �-2- 3. 4. 5. * 6. 7. * 8. 9. 10 . 11. 12. 13. 14. 15. 16. B. Improve Philanthropy * 1. 2. 3. * 4. * 5. * 6. * 7. 8. III. Encourage and execute the expansion of meetings of local grantmakers by geographic region. Work with Detroit Area Grantmakers in presenting six or more programs in Detroit. Update brochure for use by Members who have asked about opportunities for employment in grantmaking. Determine feasibility of group health insurance program for Members, or other cost effective alternative. Issue CMF Members directory. Promote sale of Michigan Matching Gift Programs manual, Edition II, among mid- and small-size corporations and nonprofit associations. Compile a list of consultants available to assist grantmakers on newsletter preparation, media, evaluation, and development. Convene meeting of the Advisory Cabinet at 17th Annual Conference and other times on request. Provide word processing services to Members on fee basis. Provide mailing labe ls to Members on fee basis. Promote use and sale of video and tape cassettes of CMF educational programs. Staff State of Michigan/Community Foundation Energy Partnership. Provide staff assistance for Membership Services Committee. Staff Public Issues Committee which will review issues of general interest to the CMF membership as may be raised by Members. Promote the distribution of the Michigan Nonprofit Resource Directory. Advocate the improvement of statewide recognition efforts for voluntary and philanthropic contributi ons. Advocate the creation of an Academic Center for Volunteerism and Philanthropy in Michigan. Encourage the development of a Michigan Campus Compact on the campuses of state institutions of higher learni ng . Interact with other statewide organizations in expanding the Michigan Nonprofit Forum. Develop and publish an annual report on Capital and Endowment Fund Campaigns in Michigan. Assist the Accounting Aid Society of Detroit in drafting a survey to dete rmine the technical assistance needs of nonprofit organizations located in southeastern Michigan. Provide staff assistance to Improving Philanthropy Committee. To inform the public of the important and i rreplaceable contributions to Michigan foundations and grantmaking insti tutions to the state and to the l arger society. A. Internal Information * 1. 2. 3. 4. Publish CMF Annual Report. Is sue Memo to Members as needed. Issue community foundation Memo to Membe r s as needed. Add attorney and CPA fields to computer listing of all Michigan foundations by n a me, address, assets, grants, expenditures, EIN number a nd congressional district. �-3- 5. B. Tabloid - The Michigan Scene 1. 2. C. Publish four issues of the tabloid to be distributed to the CMF membership, Michigan foundations and corporations, government representatives and the general public . Coordinate graphics and size with CMF publication program . Grantsmanship Information * 1. 2. 3. 4 5. 6. D. Cooperate wi th NSFRE Michigan Chapters' May 2, 1989 meeting with grantmakers and grantseekers. Circulate video tapes of Michigan Bell Telephone Company Grantsmanship panels to interested Members. Make these same tapes available to interested nonprofit umbrella organizations for circulation to their Members. Work with ten Michigan Foundation Center Regional Collections and fac ilitate use of Collection vo lunteer to assist in the mutual purposes of the Collections, the Foundation Center and CMF. Revise book of sample private, community and corporate grantmakers' proposals and determine if can be marketable nationwide. Circulate "Information for Seeking Foundation and Corporate Grants" brochure . Cooperate with other nonprofit organizations to sponsor grantsmanship seminars. Directories * 1. * 2. 3. 4. E. Prepare Michigan Foundation Directory, Edition VI update and circulate August, 1989. Promote sale of Michigan Foundation Directory, Edition VI . Circulate "Survey of Michigan Foundation Philanthropy VI . " Consider publication of corporate giving data in cooperation with interested Michigan associations and organizations . Other External Information 1. 2. 3. 4. IV. Staff Information Systems Committee. Continue promotion of Michigan grantmakers in the media . Provide information to the press as requested. Promote circulation and sale of CMF slide/tapes, "Grantmaking for Results" and "View From the Other Side," at public meetings and interested Mi chigan associations and organizations. Consider merit of written or video histories of Michigan dono rs and seek special funding i f project implemented. To represent Michigan grantmakers' interests and concerns with o ffi cials of local, state and national governme nt. A. Legislative and Regulatory * 1. 2. 3. Pursue CMF Legi s lative Goal Statement. Work with Council on Foundations' Legi s l ation a nd Regul ation Committee a nd legislative network. Continue "Developing Good Will" program within eighteen �-4- 4. * 5. 6. B. Other Relationships 1. 2. 3. V. Michigan Congressional di stri cts , maintaining listing of all foundations within each district. Maintain liaison with State Attorney General's Office . Seek technical revisions to Public Act 170 pertaining to volunteer 50l(c)(3) directors liability. Continue to inform the nonprofit community about the law and seek clarification of the laws' coverage of private foundation volunteer di r ectors . Work with private foundation seeking IRS private letter ruling on applicability to private foundations. Provide staff as~istance to Government Relations Committee. Maintain liaison with Council on Foundations and Regional Associations . Maintain liaison with related organizations such as Metro Detroit Gives, Foundation Center, National Committee on Responsive Philanthropy, Independent Sector, United Way of Michigan, Michigan ·League for Human Services , Detroit Chamber of Commerce Contributions Committee and other such organizations which may impact on legislative policy. Explore mutual interests with Michigan Bar Association, Michigan Bankers Association, Financial Planners, Accountants and Associates. To increase private and community foundation and corporate grantmaking resources in the state of Michigan . A. Private Foundations * 1. 2. 3. 4. 5. B. Work with "Increasing Philanthropy" Committee to encourage peers to consider forming a foundation or increasing their giving. Seek private foundation donor in each geographical area (using CMF Trustees and Members) who would provide leadership in their area. Cooperate with Michigan Bar Association and Michigan Bankers Association as well as other associations to be identified to inform their members about the benefits and how to create a private foundation. Circulate brochure on giving options throughout the state. Work with Council on Foundations national program to i ncrease creation of private foundations . Community Foundations (See attached Plan of Work for Community Foundation program) C. Corporate Grantmaking * 1. * 2. 3. Create program to increase the number of corporate giving programs in the state. Recruit business leaders of all size corporations to discuss wi th the ir p eers the benefits of corporate giving . Showcase the "meri t of corporate giving" in p ub licat ions and business/association mee t ings in the state . �-5- 4. D. Work with Michigan State Chamber of Commerce and local Chambers to in-crease the number and size of corporate giving programs. Other Giving Resources 1. Continue promotion of Establishing A Charitable Foundation in Michigan. Circulate "5 Blue-Ribbon Ways to Give Away Your Money." 2. CMF ADMINISTRATION A. Financial 1. Maintain financial records on computer. Review long-term staffing needs and prepare five-year plan to support any changes. Prepare the 1990-91 annual budget. 3. 4 . Administer investment of funds. 5. Administer budget as approved by Board of Trustees. 6. Serve as fiscal agent for State of Michigan Community Foundation Energy Initiative grant, including audit. 7. Assist Audit Committee as requested. 2. B. Membership 1. 2. 3. 4. * * 5. 6. C. Solicit 1989-90 contributions from current Members. Solicit additional contributions from interested Members for approved special projects. Maintain membership history on computer. Solicit new members from private and community foundations and corporate giving programs and to increase CMF membership by 10~. a. Establish personal contact with 150 largest Michigan foundations not belonging to CMF who were not recruited in 1987-88 regarding membership using CMF trustees and current Members. b. Undertake campaign for foundations with assets of less than $1 million by mail, followed by personal contact by geographic area . c. Corporations - seek membership from the 100 largest corporations in the state; ask CMF Member in key geographical areas to ho st meeting to discuss CMF. Staff the Nominating Committee . Staff the Membership Committee. Meetings 1. 2. D. Organize and staff three meetings of the Board of Trustees . Staff meetings of the Executive Committee as necessary. General * 1. 2. * 3. Expand the training of staff on use of computer. Recruit volunteers to undertake CMF specialized research or service projects, paying expenses if and when appropriate. Devise annual Work Plan. �L_ -6- * :3lf 1/3/89 4. Update internal operational and personnel policies. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-03-07_Plan-of-Work Title A name given to the resource Council of Michigan Foundations 1989-03-07 board book plan of work Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-03-07 board book plan of work. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49806 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-03-07 https://digitalcollections.library.gvsu.edu/files/original/cd2e8fff8475ff183e656744ad459d91.pdf a4d8693bf81a56cd88858aa6a1422ed4 PDF Text Text Tab 1 MINUTES OF THE MEETING OF THE BOARD OF TRUSTEES OF THE COUNCIL OF MICHIGAN FOUNDATIONS November 2 , 1988 The meeting of the Board of Trustees of the Council of Michigan Foundations was held at the Westin Hotel , Detroit, on Wednesday , November 2, 1988 pursuant to written notice duly given . The meeting was cal led to order Wednesday at 11:00 a . m. by John E. Marshall III, Chairman. Trustees and officers present in addition to Mr . Marshall were Leo J . Brennan, Jr., Herbert H. Dow, Nicholas M. Gabriel, Willard J . Hertz , Judith S . Hooker , Gilbert Hudson, Patricia B. Johnson, Howard D . Kallewar d , Donald A . Lindow , Mariam C. Noland, W. Calvin Patterson III, Richard K. Rappleye , Carl F . Reitz, Margaret A. Riecker, Leonard w. Smith, Dr. Robert D . Sparks , William V. Weatherston, Peter M. Wege, and Dorot hy A. Johnson . Trustee- nominees present were Malcolm G. Dade and Robert E. Hence y. Trustees absent were Ted L. Johnson and Stephen E. Upton . Also presen t were Kathryn A. Agard , Russell G. Mawby , Joel J. Orosz , Linda B . Patterson , and Jud ith A. Steudle, who recorded . Minut es Mr . Weatherston noted that the June 9-10, 1988 minutes fail e d t o indicate Members of the newly-created CMF Corporate Task Force. Th e minut es will be corrected , noting Task Force members: William V . Weatherston, Chair ; Leo J . Brennan, Jr .; Donald A. Lindow; W. Calvin P atterson III ; and Peter M. We ge . Up on mot i o n d u ly ma de , supported and unanimo u sly carr i ed , it wa s RESOLVED that the mi nutes of the June 9-10 , 19 88 meeting b e a pp r oved as corrected . Treasur er ' s Repo rt Mr . Ri chard K. Ra p pley e , Treas u rer, pre sented t h e fi n ancial statement for t h e Co u nc il of Mich igan Fou ndat i ons for t he s i x-mo n t h p e riod e n d ing Se pte mbe r 30, 1 98 8 , a c o py of which is appe nded t o the se �-2minutes. He reported an opening cash balance on April l, 1988 of $194,992.85 and closing cash balance of $203,978.88. He explained the Schedule of Budgeted Cash Receipts and Schedule of Budgeted Cash Disbursements, noting revenue exceeds expenses. CMF is well within budget with no anticipated problems . Mr. Rappleye next discussed the Summary of Grant and Endowment Accounts, noting the ending balance in each of the four funds. He then reviewed CMF's investment portfolio maintained by Abbit Management. Dorothy A. Johnson indicated gifts to the William W. Allen Fund amounted to $44,225 as of September 30, 1989, and additional pledges and gifts had been received in October and November. Upon motion duly made, seconded and unanimously carried, it was RESOLVED that the September 30, 1988 financial statement be approved. Management Letter Richard K. Rappleye , Treasurer, reviewed the Management Letter from Ernst & Whinney, a copy of which is appended to these minutes. He noted that significant segments of CMF's system of internal accounting were reviewed , and that Ernst & Whinney's examination did not disclose any conditions considered to be material weaknesses. Three recommendations were suggested to improve CMF's system of accounting and recordkeeping. Ernest & Whinney noted that CMF reports its costs by natural classifications, rather than functional classifications as recommended by the Financial Accounting Statement of Position 78-10, and Ernest & Whinney encouraged CMF to adopt this method of accounting. Mr. Rappleye highlighted the CMF Board-approved policies currently in effect, and noted that after thorough discussion, management and the Audit Committee recommends continuing the present policy. Mr. Rappleye noted that the Fixed Asset Schedules were not updated through the audit date, but they have since been completed. He reported that Nicholas Gabriel was going to investigate obtaining a used PC computer for CMF from The Ford Foundation. The schedules and other financial data can be maintained on the PC. The recommendation that the Board of Trustees meeting minutes be signed by a member of the Board has been implemented. Audit Committee Report Mr. Carl F. Re itz, Audit Committee Chairman, presented the Aud i t Committee report, a copy of which is appended to these minutes. He indicated Ernst & Whinney had not submitted the ir fee for 1988-89, but the Committee expected it to be in- line with last year's fee. �- 3William W. Allen Fund Mrs. Ranny Riecker reported on the William W. Allen Fund contributions, a copy of which is appended to these minutes. Total grants and pledges amount to $60,225 to date . Mrs. Riecker thanked all who have contributed as of this time and invited others to make a contribution to further the legislative work of the Counci l . Energy Initiative Report Mrs . Johnson submitted the State of Michigan/Community Foundation Energy Initiative report, a copy of which is appended to these minutes, and explained that the community foundations involved in this program must have their match funds raised by June 30, 1989 . The community foundations who have completed their match are the Community Foundation for Southeastern Michigan , Greater Battle Creek Foundation, Midland Foundation, and the Northeast Michigan Community Foundation . There are indications that the remaining community foundations will meet their respective matches , although one or two foundations may need assistance with the program. Ms. Mariam Noland has volunteered to chair a small task force on behalf of the Board to work with the Energy Program . Other members will be Diana Sieger, Jane Morgan, and Mrs. Johnson. Mrs . Johnson reported that the second year State audit produced no problems. Improving Philanthropy Report Dr. Russell G. Mawby, Chairman, Improving Philanthropy Committee, reported 450 copies of the Michigan Nonprofit resource Directory have been sold , and that CMF is working toward further promotion of the directory. The Committee felt it would be counter - productive to try to create anything new or different regarding Volunteer Recognition Awards. It was felt that it would be more beneficial to work with the Greater Michigan Foundation since they hav e a volunteer day and a volunteer recogniti on program . CMF may try to make it a more viable and significant event rather than to create something new . Linda B. Patterson is on the judging committee for next year's awards committee . Three surveys have been comp leted to assist with the program to encourage providers and educational institutions to include more information and causes about philanthropy and the nonprofit sector. The first was with the nonprofit service providers to determine what t he i r interests would be. There is evidence that they would be anxious to have s upport. Secondly, a survey was taken by the Council of Michigan Foundations to determine what kind of grantmaking activity was already underway in encouraging volunteerism and training programs in philanthropy. The r esponse indicated there is some activity of this sort going on but there was far greater interest in learning more about possibilities and opportunities. Thirdly, a survey of the private and �-4public colleges and universities, to determine what they now offer in community service programs , training programs, inservice activities, was undertaken . There appears to be a need for additional courses and curriculum additions . Dr . Mawby described Campus Compact, a program encouraging volunteerism on college and university campuses . Mr. Marshall, Mrs. Johnson and Mrs. Patterson are member of the Michigan Steering Committee. Dr. Mawby indicated that the Michigan Nonprofit Forum had been formed and included the Chair and chief staff member from the major statewide nonprofit organizations in the state . A meeting focusing on legislative and regulatory .concerns will be held at the end of November. CMF is working with the National Society of Fundraising Executives-Michigan Chapters (NSFRE), Council for the Advancement of Support for Education (CASE) and the Michigan Association of Hospital Development (MAHD) to develop a capital campaign report. The report is based on similar programs by other Regional Associations. The results will be published in The Michigan Scene. Dr . Mawby reported that on May 2, 1989, CMF and the National Society of Fundraising Executives-Michigan Chapters , wi ll sponsor a statewide meeting of grantmakers and grantseekers. The Accounting Aid Society of Detroit has asked that the Council assist them in drafting a survey to determine the technical assistance needs of nonprofit organizations . Linda Patterson is working with them . A copy of the written report is attached to these minutes. Increasing Philanthropy Committee Dr . Mawby, Chairman , reported that 92 private and community foundations hav e been created in the past year and that private foundation assets have increased 37% and community foundation assets have increased 19% . The creation of the " Establishing a Charitable Founda tion in Michigan" notebook has been very helpful . A copy of the written report is appended to these minutes. Community Foundation Progr am Mrs. Johnson introduced Kathy Agard, Program Director for the Community Foundations Program. Mrs. Agard reviewed how the W.K. Kellogg Youth Project ($2 million), the Matt Technical Assistance ($150,000), and the Council on Foundations ($18,500) grants were developed . She reported the W.K. Kellogg Michigan Communi ty Foundation Project is underway with three community foundations submitting their program proposal for $1 00,000 each. Kathy gav e a synopsis of the proposals that Greater Battle Creek Foundation, Community Foundation for Southeastern Michigan, and the Community Foundation of Greater Flint submitted. The Advisory Committ ee has approved these three grants and request was made for Board approva l. All three foundations will establish youth committee sections within the community foundati ons to involve youth, on an ongoing basis, go through the experience of seeing what the youth needs are in the communities and �-5have an opportunity to help make decisions on what projects will be undertaken . The intent is to "have the youth involved in addressing problems" rather than always being the beneficiary of decision taken by someone else. This will encourage the youth to participate in volunteerism and philanthropy. Upon motion duly made, supported and unanimously carried, it was RESOLVED that the above three Youth Project grants be approved. The next application cycles are April 1989, October 1989 , and October 1990 . The Matt Technical Assistance Committee met in late July 1988. Kathy has received many requests for technical assistance support. She is developing strategy to make contact and supply information to the estate planning attorneys across the state. Mariam Noland is co-author of an article for the Estate Planners Journal . Guidelines have been developed for application for the Scholarship awards to help the community foundations in the expenses of conferences and seminars. A part-time librarian has been hired to cross reference all of the CMF holdings with plans to computerize them. The community foundations then could walk into the local 4-H office and access our data base to see what is available . Graphs we re shown giving the aggregated assets and grants for the community foundations for the state from FY '82 through FY'87. It was noted that there are 18 community foundations with staff. The six new community foundations are Marquette, Cadillac, Manistee, Ludington, Eaton Rapids , and the Capital Region . "Small Communities - Great Community Foundations" Mrs. Agard discussed the Council on Foundations ' "Small Communities - Great Community Foundations" program which CMF is staf f ing with an $18,500 budget. Surveys were mailed to the small community foundations (population under 250,000) in Indiana, Michigan, and Ohio. The "Small Communities - Great Community Foundations" research paper has been written and will be ready for the final draft soon. A "How To" paper was also written with the idea that other regional associations can copy the model and do further research in other regions to build a database that can be used nationwide on what is happening with community foundations throughout the country. 16th Annual Conference Program Mr . Donald A. Lindow, Chairman, announced that conference registration is at 568 individuals. He acknowledged the Program and Host Committee members, praising them for an outstanding job: �-6Host Committee Program Committee Amy Turner, Co-Chair William V. Weatherson, Co-Chair Leon Atchison Lowell W. Baker III Ludger A. Beauvais Gilbert Borman Leo J. Brennan, Jr . C. David Campbell Donald F . Chamberlin, Sr . Nena Dahling Steve Economy Esther G. Edwards Joseph Freedman Marvin A. Frenkel Karla Hall Danforth Holley Gilbert Hudson Joseph Imberman Susan L. Kelly Glenn F. Kossick Sharron Kreindler Richard Levey Donald A. Lindow James H. LoPrete Marlies Parenti w. Calvin Patterson III Bernard V. Quinlan Kari Schlachtenhaufen Maurice Shane R. Sue Smith John Snyder Thomas D. Staton Lucius Theus Therese M. Thorn Robert B. Miller, Sr., Hon. Chair Donald A. Lindow, Chair Lucy R. Allen Gail Brink Benjamin J . Burns Lynn A. Feldhouse Amy Fistler Robert E . Hencey Carolyn Hodge-West Sandra G. Hussey Dorothy A. Johnson Patricia B. Johnson David B. Kennedy James R. Kettler John E. Marshall III H. Gene Moss Judy Y. Samelson Clinton P. Schloop Ira Strumwasser Leonard W. Smith R. Sue Smith Kenneth G. Taylor Amy Turner William V. Weatherston Mr. Robert E . Hencey was complimented on the " look" of the conference program . Membership Committee Report Mr. Gilbert Hudson , Membership Committee Chair, announced that CMF's membership was 228 as of April 1, 1988 and increased to 233 members as of October 26 , 1988 , and is now up to 235 members with the addition of Cadillac Community Foundation and the Leelanau Township Foundation . The memberships presented for approval were : The Borman's Inc. Fund, Detroit Civic Foundation of Chelsea, Chelsea Community Heri t age Foundation of Eaton Rapids, Eaton Rapids Con sumers Power Company, Jackson Robbins Foundation, Manchester Helmut Stern Foundation, Ann Arbor Cadillac Community Foundation, Ca dill ac Leelanau Township Foundation, Northport �-7Upon motion duly made, s upported and unanimously carried, it was RESOLVED that the above foundations and corporate giving programs be accepted as Members. Last year, CMF had a particularly successful membership campaign with 30 new members joining the Council in the last fiscal year. The goal for this fiscal year is also 30 new members ; eight new memb ers have joined, 22 additional members need recruitment . The Membership Committee felt it would be desirable to further involve the Council, on an informal basis, with various associations to evaluate if CMF could provide technical assistance or share information concerning the grantmaking function . Dorothy A. Johnson is coordinating this effort . Government Relations Committee Mrs . Judith S . Hooker , Government Relations Committee Chair , reported on the Community Foundation tax credit progress, a copy of which is appended to these minutes. She noted that progress continues and thanked everyone for their effort in making support of the bill known to legislators . She reported that United Way has agreed to neither oppose nor support the bill . Information Systems Committee Mrs. Ranny Riecker , Chair, reported that The Michigan Foundation Directory, Edition VI, has been published and mailed to renewing Members. Four thousand copies hav e been printed. CMF continues to partic i pate and cosponsor nonprofit seminars, and is participating with the Community Foundation for Southeastern Michigan, NSFRE-Michigan Chapter , Henry Ford Centennial Library, The Kresge Foundation and Me tro Detroit GIVES for a fund-raising seminar to be held February 23, 1989. A brochure to purchase copies of the videotapes, "Grantmaking for Results" and "A View of the Other Side" has bee n developed and will be circulated to nonprofit organizations in the State . CMF plans to reprint "Information for Seeking Grants" and "Survey of Michigan Foundation Philanthropy" brochures, with the assistance of a W.K. Kel l ogg Foundation $ 6 ,000 grant to suppor t pr inting costs . The CMF annual report for 1987- 88 was released in August with a new format and cover design. She also reported that two issues of The Michigan Scene have been printed, and the Conference issue is being planned; John L. Allen, Editor, and his volunteer staff will cover the Conference. All 250 cop ies of the Michigan Corporate Matchi ng Gift Book have been sold and a second e dition with updated i nformation is planned. Work continued on the new letterhead design. A copy of the wri tten report is appended to these minutes. Corporate Strategy Tas k Force Mr. Wi lliam V. Weathers ton reported the con so lidation of the goals of the Ta sk Force to increase the number of corporate g iving programs, incre ase corporate giving r esources , and integrate CMF into the corpora te �-8 service arena , thereby increasing CMF corporate membership. Mr. Weatherston noted that increasing the number of corporate giving programs will be the most challenging goal . He indicated the Committee was considering having a consultant prepare a report on the current and potential market for corporate services . Nominating Committee Mr. Donald A. Lindow, Chairman , presented to the Board of Trustees the nominees for election for a three-year term beginning November 3, 1988 as: Malcolm G. Dade Willard J. Hertz Howard D. Kalleward John E . Marshall III W. Calvin Patterson III Margaret A. Riecker Peter M. Wege The following individuals have been nominated to serve a two-year term beginning November 3, 1988: Robert E. Hencey Stephen E . Upton Other Business The following resolution was read by Mr. Marshall: WHEREAS Robert D. Sparks has been a firm supporter of the aims of the Council of Michigan Foundations throughout his years of services as a Trustee , joining the board in 1986 •••• WHEREAS his insights and wisdom concerning the needs of our communities have contributed so much to the board •••. WHEREAS he has provided leadership and assistance in the work of the Government Relations Committee •••• WHEREAS his service on national philanthropic boards has benefitted Michigan grantmakers as informati on and ideas are exchanged . ..• BE IT RESOLVED that the Bo ard of Trustees of the Council of Michigan Foundations exp r esses i t s profound gratitude to Dr. Sparks for his worthy service and many contributions, and looks forwar d to his continu ed concern and good will in the years to come. Upon motion duly made, supported and unanimously carri e d, it was RESOLVED that the resolution be passed. �-9Mr. Willard J. Hertz reported that the Charles Stewart Mott Foundation continued to review the possibilities for Michigan non-profits to be serviced by a liability insurance pool. One option was prepared by First Trust of Chicago and is being reviewed by the Michigan coalition addressing the question . New Bus iness Mr. Marshall announced the Members Meeting will be held Thursday, November 3, 1988 at 4:00 p.m . and encouraged all Board members to attend. There being no further business to come before the Board, the meeti ng was adjourned at 12 : 57 p.m . Chairman > : 130C < ./ � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-03-07_Previous-Board-Minutes Title A name given to the resource Council of Michigan Foundations 1989-03-07 board book previous board minutes Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-03-07 board book previous board minutes. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49807 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-03-07 https://digitalcollections.library.gvsu.edu/files/original/22d179d778f3598d56e41146cdf20eba.pdf 65705eee80a9e50a3a810d6f11176c23 PDF Text Text Tab 7 Council ofVMicltigan Woundatiorts ONE C, u-H HAPIJ0'1 -'\ /[ NUl P 0 llC"lX 599 GHAND I 'iW"\1 M 494' f ~I 1!\f- b16 842 '"80 The Year in Review 1988-89 (Nine month progress report) Traditionally, CMF has presented the Plan of Work Results in detail for each CMF purpose and activity. The results have been reviewed by the Executive Committee and Board of Trustees at the winter meeting before adopting the following year's budget. The Plan of Work is an extremel y useful management tool, but the detail can distract board members from the larger policy issues. Some of the CMF officers have suggested that a more useful format would be for the Executive Committee and Board of Trustees to review a summary of the Plan of Work Results, with the detail available for interested trustees and members. A copy of the 1988-89 Plan of Work Results is enclosed for your information along with the following summary. This has been an extremely productive year, marked by new programs, expansion of existing services and passage of legislation significant to philanthropy. Summary - Highlights by CMF Purpose I. To provide the means for regular exchange of ideas, experiences, and expertise among Michigan grantmakers. - 604 grantmakers attend two- day 16th Annual Conference which included 34 sessions and 98 speakers. - "Spring School" Workshops held for community foundations, corporate and private foundations -- Attendance, 117 grantmakers. - 106 grantmakers from Northern Michigan met in June with the CMF Board of Trustees to learn how philanthropy can help our state . - Two-day workshop held in July for 49 community foundation representatives. - CMF assisted with nationally-sponso red fall Children & Youth Conference. - Responded to an average of 50 requests/week from Members for information. - 201 Members have recei v ed phone call , personal visit or both from CMF staff responding to questions or inquiring about a need. �-2- II. To increase the efficiency and effectiveness of Michigan's philanthropic network. - Grantmaker's Visitation in Battle Creek, June 23 , 1988 attracted 55 foundation and corporate grantmakers. - Detroit Area Grantmakers met seven times during 1988-89; Kent County Donors Forum met three times; St. Joseph/Benton Harbor grantmakers meet annually . -Member's directory published and circulated to 237 Members. - 250 copies of Michigan Corporate Matching Gift Programs sold . Research for second edition underway. - Staffed $3 million State of Michigan Community Foundation Energy Partnership . - Obtained three-year, $150,000 Charles Stewart Mott Foundation grant to support Michigan Community Foundation Technical Assistance program which commenced July 1, 1988 . - Improving Philanthropy Project results i ncluded publishing with the Accounting Aid Society the Michigan Nonprofit Resource Directory ; surveying members, providers and users on the possibility of providing continuing education at all levels f or the nonprofit sector ; and advocating such education . III . To inform the public of the important and irreplaceable contributions to Michigan foundations and grantmaking institutions to the state and to the larger society . - Published Annual Report; seven Memo to Members ; five community foundation Memo to Members; four issues of The Michigan Scene . - Circulated 9,000 booklets on " Informati on for Seeking Foundation and Corporate Grants ." Cosponsored nine grant s manship seminars. - Published sixth edition of The Michiga n Foundation Dire ctory with sales to-date of nearly 1,500 . - Instrumental in placement of ten news articles about foundation and corporate grantma kers . - Brochure promoting CMF videotapes, "Grantmaking fo r Results" & "A View From the Othe r Side ," distributed . IV. To represent Michigan grantmakers' interests and concerns with officials of local , state and nationa l government . - Obtained passage of SB475 and SB476 giving tax credits for individual and corporate contributions to community foundatio ns. �-3- - Distributed mater i als on implementation of volunteer director's liability legislation . - Updated CMF Legislative Goal Statement. - Personal meetings held with Congressmen and CMF Members in most districts . - Worked with accountants and attorneys to explain community foundations . Included presentations; articles. - Maintained liaison with national and other regional associations compatible with interests of CMF Members . V. To increase priv ate and community foundation and corporate grantmaking resources in the state of Michigan . - Obtained $2 million W.K. Kellogg Foundation grant fo r Community Foundation Youth Program which will provide challenge grants to participating community foundations and enhance youth services in several Michigan communities . - 92 new foundations organized within last two years as reported in directory . Community foundations formed in Marquette, Cadillac , Ludington, Ingham County and Eaton Rapids. - Corporate Task Force established to plan CMF's efforts to increase corporate giving . - Article on how to establish a corporate foundation appeared in December issue of Michigan Forward , publishe d by State Chamber of Commerce . - 491 copies sold of Establishing a Charitable Foundation in Michigan; two updates issued. - 8,500 copies of "Fiv e Blue-Ribbon Ways t o Give Away Your Money," circulated. Ot he r highl i ghts of the year included: - Establishme nt of William W. Allen Fund and r eceipt of $70, 000 in contributions to further efforts to inform gove rnment represe ntatives of the contributions made by f oundations . - Additiona l gifts from 40 Members . - 11 n e w CMF Members. - Executive -i n-Residence program initiated. jmc:38C � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-03-07_Progress-Report Title A name given to the resource Council of Michigan Foundations 1989-03-07 board book progress report Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-03-07 board book progress report. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49808 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-03-07 https://digitalcollections.library.gvsu.edu/files/original/41ba5c42d0634ba34a22d39eb7a5e213.pdf ad2d6d069bf2692a5e429e5ab35fc2af PDF Text Text Invitation List EDUCATORS/TRAINERS FOCUS GROUP Tuesday, January 24 Dr. Lowell Eklund Dean of Continuing Education , Emeritus Executive Director, Meadow Brook Hall Meadow Brook Hall Oakland University Rochester, MI 48309-4401 313/370-3140 Dr . Sue Marx Smock Dean - College of Urban Labor and Metropolitan Affairs Wayne State University 470 McKenzie Hall Detroit, MI 48202 313/577-5071 Sister Maureen Fay, O. P. President Mercy College 8200 W. Outer Drive Detroit, MI 48219 313/592-6000 Ms. Jeanne Vogt Presient Accounting Aid Society One Kennedy Square , Suite 1919 Detroit, MI 48226 313/961-1840 Dr. Philip J. Gannon President Lansing Community College 82-President's Office P . O. Box 40010 Lansing, MI 48001-7210 517/483-1851 Dr. Dennis Wilson Dean of Community Services Muskegon Community College 221 South Quarterline Road Muskegon, MI 49442 6161777-0201 Dr . Foster B. Gibbs Superintendent of Schools Saginaw Public Schools 550 Millard Saginaw, MI 48607 517/776-0221 Dr . Richard Lewis Business School Dean Michigan State University 411 Eppley Center East Lansing, MI 48824 517/355-8377 Mr. Dan Poteet Provost Albion College 611 East Porter Albion , MI 49224 517/629-5511 Dr. Grace E. Smith Director Wa lsh College 3838 Livernois Road P . O. Box 7006 Troy, MI 48007-7006 313/689-8282 jmc:l56I Dr. Linda Wilson Vice President - Research University of Michigan-Ann Arbor Room 4080, Fleming Administration Bldg. 503 Thompson Ann Arbor, MI 48109 313/764-1185 �Invitation List PROVIDERS/USERS FOCUS GROUP Friday , January 20 Mr. Greg Bailey 6051 East Chicago Road Jonesville, MI 49240 517/849-2240 Mr. Donald Jones Associate Director for Corporate Development Detroit Institute of Arts 5200 Woodward Avenue Detroit, MI 48202 313/833-7900 Mr. Ernest C. Browne, Jr . Vice President/Government, Community and Civic Affairs Michigan National Bank 124 W. Allegan P.O. Box 40766 Lansing, MI 48901 517/377-3063 Ms. Louise Edison P r esident Junior League of Grand Rapids 1125 San Jose , S.E. Grand Rapids, MI 49506 616/247-8260 Ms. Diane Kaniut Assistant Executive Director Michigan Metro Girl Scout Council 28 W. Adams, Suite 612 Detroit, MI 48226 313/964-4475 Mr. Michael J. Mang an Executive Director Mercy Health Foundation 34605 Twelve Mile Road Farmington Hills, MI 48331 313/489-6084 Mr. Donald J. Pizzimenti 4600 Shenandoah Allen Park, MI 48101 313/277 -5288 Mr. Gerald Smith Executive Director Franklin-Wright Settlement 336 0 Charlevoix Detroit, MI 48207 313/579-1000 jmc:l56I Mr. Daniel S . Voydanoff Vice President - Urban Affairs National Bank of Detroit 611 Woodward Detroit, MI 48232 313/225-3487 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-03-07_Provider-User-Focus-Group Title A name given to the resource Council of Michigan Foundations 1989-03-07 board book provider user focus group Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-03-07 board book provider user focus group. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49809 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-03-07 https://digitalcollections.library.gvsu.edu/files/original/ebd77ade99669706ddb5a5b2874d5c8b.pdf 6680bfd0e19a4718c84506497ebb8e7c PDF Text Text BOARD OF TRUSTEES June 8/9, 1989 Clarion Hotel 6820 S . Cedar Street Lansing, MI 48911 517/694 - 8123 AGENDA Thursday, June 8 4:00 p.m. I. II. III. IV. V. VI. Call to Order John E . Marshall III Minutes Dorothy A. Johnson 1 Treasurer's Report Richard K. Rappleye 2 Audit Committee Report Carl F. Reitz (front pocket) Grant Requests & Program Updates A. Community Foundation Projects Ted L. Johnson/ Kathryn A. Agard 3 B. Community Foundation Energy Project Mariam C. Noland/ Jane F . Morgan 4 w. 5 Committee Report A. Improving Philanthropy 5:45 p.m . Adjourn unt il Friday morning, June 9 6:00 p.m. CMF Central Michigan Members' Meeting/ Reception/Dinner Leonard Smith Friday, June 9 8:30 a . m. VII. VIII. Comments - CMF Executive- InResidence Peter R . Ellis Committee Reports A. Membership Committee Gi l bert Hudson 6 B. Corporate Task Force William V. Weathers ton 7 C. 17th Annual Conference 1 . Program Committee 2 . Host Committee Patricia B. Johnson Willard J . Hertz 8 �Board Of Trustees Agenda, Con't. IX . X. 12 : 00 noon jmc:4513C D. Gov't. Relations Committee Judith S . Hooker 9 E. Membership Services Robert E . Hencey 10 F. Information Systems Ranny Riecker 11 G. Increasing Philanthropy Ranny Riecker 12 Old Business A. Nonprofit Insurance Pool Update Willard J. Hertz B. CMF Five - Year Financial Plan Update Dorothy A. Johnson/ Richard K. Rappleye New Business A. Nominating Committee Report and Election of Officers B. Appointment of Committee Chairs Adjourn for lunch Donald A. Lindow John E. Marshall III � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-06-08_Board-Agenda Title A name given to the resource Council of Michigan Foundations 1989-06-08 board book board agenda Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-06-08 board book board agenda. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49810 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-06-08 https://digitalcollections.library.gvsu.edu/files/original/2974d0d7d2fb53c02426f8eefe8b514e.pdf b38498c209e802fc57cdd7e229fd7338 PDF Text Text Tab Council ofVMiclt.igAn VFoundAtiOJtS SUIT~ 3 ONEc sou··H I IARBO'i AVE NUE P 0 BOX 599 GRA\10 H AVEN. Ml 49L 17 Date: May 31, 1989 Memo to: From: Re: PI lONE:: 6161842 7080 BOARD OF TRUSTEES Patricia B. Johnson, Chairman Conference Program Committee Willard J. Hertz, Chairman Conference Host Committee Sandra G. Hussey, Coordinator 16th Annual Conference ITEM - ACTION REQUESTED RESOLVED: The proposed 17th Annual Conference budget be approved as recommended by the Program Committee, including the following conference registration fee schedule : $250 $275 $350 Member Early Registration (before Oct. 18) Member Full Registration Non-Member Full Registration There is no increase in the registrat ion fee for the 17th annual conference . In 1988 registration was increased by $ 25. The fee includes the program, six meals and three receptions. 17th Annual CMF Conference Budget November 8 - 10, 19 89 Revenues 243 10 227 480 (Early ) Full Member Conference Registr a ti ons - (6 meals) @ $250 Full Member Conference Registrations (6 meals) @ $275 Partial Conference Registrations Total Revenue $60,750 2,750 22,700 $86 , 200 Disbursements Meals & Set Up Speakers Printed flier, brochure, program, etc. Supplies & Materials Postage Telephone Photogr apher Planning & Transportation Miscellaneous Part Time Allocat ion Conference Packets & Ribbons Computer Registration Mater i als General Fund Contribution Total Disbursements $57,000 4,000 7,000 2,000 2,000 800 2,500 1 ,800 2,500 800 800 5,000 $86 ,2 00 8 �Highlights of the 17th Annual Conference Program Theme: MICHIGAN'S COMMUNITIES IN THE 90's: EXCITING CHOICES DIFFICULT CHALLENGES/ -Opening plenary Wednesday evening will be given by Benjamin L. Hooks, Exec ut ive Director, NAACP -Dr. Michael Josephson, President, Josephson Institute o n Advancement of Ethic s will be the Thursday noon speaker -Progr ams that have emerged from the Conference Planning Committee inclu de: Ethics i n Grantmaking New Member Orientati on Community Development Track Community Education Tr ack Communi ty Health I ssues Educating Michigan Nonprofit Leaders Necessity of Arts t o the Community Conversat i ons with ...... e xpe rts i n the field Techni cal sessions include: Investment Se minar Corporate Giving Sessions National Communi ty Foundation Development Track The Tax Man Comme th Scho larship Roundtable The conf erence brochure is finalized and is currently in the hands of the designer, Robert E. Hencey. We expect to release the copy i n late June. The Host Commitee h as met several times and is very excited about its plans for Thursda y evening which include a tour and reception at . the Alfred P. Sloan Museum, dinner a t the Fl i nt·Ins titute of Art, and end ing the evening at the University of Michigan - Fli n t Theatre where participants will v i ew some of Flint's finest talent. Several great tours are planned, along wi th three hosted recep tions. Look for mo re details i n the upcoming confe rence brochure. PBJ/WJH/sgh : l341A � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-06-08_Conference-Committee-Report Title A name given to the resource Council of Michigan Foundations 1989-06-08 board book conference committee report Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-06-08 board book conference committee report. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49811 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-06-08 https://digitalcollections.library.gvsu.edu/files/original/a0462a3be80e318901ea56b88e3c71d7.pdf bd74d13b19078a27482e23ea104f6d88 PDF Text Text Tab 7 Council of VMidtigan t0Foundatio11s SuiTE 3 ONE SOL TH HARPOR AVfNJE PO. BCX 599 GnAND HAVEN, Ml 49417 PHON[ 6 · n 184? 7080 Date: May 31, 1989 Memo to: From: Re: BOARD OF TRUSTEES Corporate Task Force William V. Weatherston, Chairman Leo J. Brennan, Jr. Donald A. Lindow W. Calvin Patterson III Peter M. Wege John E. Marshall III, ex-officio Report & Recommendation RESOLVED: The CMF undertake a CORPORATE GIVING INITIATIVE, a $200,000, three - year project to be funded by special purpose grants. Program initiation will be contingent upon securing first year funding ($67,000). Currently, 54 corporations, including 13 banks belong to CMF. Total membership is at 247 foundations and corporations. CMF service programs for private and community foundations continue to be strong. The Board of Trustees established the Corporate Task Force to investigate CMF service for corporat e givers, both members and non-members, enhancements to increase corporate giving resources in the state and ultimately to increase CMF corporate memberships. A consultant, Maryellen J. Lewis, was engaged to survey Michigan corporatio ns to determine their needs related to corporate giving and to determine how CMF might respond. Her report endorsed by the Corporate Task Force is attac h e d. Ms. Lewis will be present at the Board of Trustees meeting to further describe ·the needs she found . The Task Force believes the time is right to encourage corporate giving and we also believe the time is right to capitalize on CMF's network with numerous associations and Chambers that could be helpful in this effort. The Task Force is prepared to undertake a fund raising effort imme diately upon approval. The program would ideally commenc e early this fall . After thre e years, it is anticipated that the number of new corporate members will substantially raise the resources a v ailable to commit staff resources on a permanent basis to support corporate service programs. WVW/keh:0030H attachment �I i ens to the CMF Coroorate Task For ce ~ReccG}[neno_? tJ submitted by Maryellen J. Lewis O~F Consultant Hay 30, 1989 In troduction In June 1988, the CMF Board of Trustees authorized exploration of a new CMF initiative for companies . This decision was based on the recommendations of its Task Force on Corporate Contributions, which had ident ified several areas where the CMF Mission could be bet ter served. In particular, the Task Force focussed on two a reas Mission ~ of the CMF --"To increase private, community foundation and corpo rate grantmaking resources in the State of Michigan," and --"To increase the e ff iciency and effectiveness of Michigan ' s philanthropic network." The Board of Trustees secured a consultant to explore and recommend strategies for CMF to accomplish several goals: to increase the aggregate level of Michigan's corporate contributions, to influence the effectiveness Michigan of contributions and companies, improvement and thus expansion that to Planning and accelerate occurs management the normally process between of peer companies--and ultimately to expand CMF corporate membership, th a t in so this 1n it i ative will become s elf- su p po rti ng . The Sur v ey of Comoanies In early 1989, a CMF co nsultant be ga n to ca n vas _Mi c h i ga n �-2 - Informaticn has now campan1es, inc ludi ng members and nonmembers. been gathered from 1 5 member companies , 53 nonmember c omoan i es , and 13 local business associations in Mich ig an , as wel l as 3 Re gi onal Associations Ange les ), and Conference explored of th e Board three contribu t ions, programs? Grantmakers (2) in nationa l (in Co unc il Washington i ssue s: (1) particu l ar l y What prob l ems Chi cago, on DC . Ho w those St . Lou is and Los Foundations and the Broadly, do wi th those companies newer have surfaced? or contacts nov1 hand l e less formal (3) How could a n outside resource like CMF be most helpful , now and in the long ru n? From the canvass of companies and others, of these three broad questions suggest ways r e sponses to eac h t hat CM F could sig n ificantly influence corporate con tr i but i ons in Mic h i gan . ( 1) How do com pa nie s now hand le con tribut ions? --Seve ral were struggling wit h p rocedur a l revi s i ons wit hou t assistan ce ( developi ng their first set of guideli nes wit hout information from other compa ni es, for example) . --Several had contributions management s ys t e ms that no longe r met their needs. ("We've a l ways tried t o he l p everyone who walks in the door, but it has just gotten out of hand." "I was taught to r espond to every letter, but now th ere a r e so many, they go straight into the wastebasket !" " I'm new and I was told to use past l is ts of co ntribu ti o ns to sort these lette rs. But I ' m not sure that's going to wo r k a nymore . ") --Few of the interviewed companies tracke d employee volunteered time , use of fa cilities by tax -exempt organ i zations, or sometimes even donations of inventory f or tax purposes. ("I never tho u ght of th at ," s everal sa id . "I suppose we should. " ) --Few pr·ovided g u i dance or assistan c e c,o l oca l/d i visi on al manage r s on contributions--e. g ., to combat t he di s i nc e n tives to giving. (" It seems that some ar e reluc tant to give an ything that might appear to cut into the ir prof i ts - -even if it gives us a bad name i n the l ong r-un . ") �-3 - In some cases, usefu l materi als have alread; been prep~rec to help solve these d il emmas (e .g ., by t he Conferen ce Board and th e Council on Foundations in Washington). In these cases , since the com panies have not solicited he lp fr om these sources, the role for CMF may be simply to serve a s a cata l yst, to get them started a nd hoo ked into the many resources already avai l able to th em, and to l ink them into local networks of expe r ienced companies for sustained peer support . In other cases, CMF may need to serve as the leading edge for improving corporate giving in Michigan-- for examp l e, by assisting companies to develop strategies that will enlist their loca l and divi sional ma nagers in a comm i tment to a contributions polic y . (2) What oro b ~ e ms ha ve surfaced ? These are some of t he mo st common prob l ems cited: --How do I manage so many proposals? (One manager of a l a rge company predicted 1000 requests th is year, up from 800 last year. Another pointed to several 2"-3" stacks on his desk and said, "This one is January, this is February, ... ") --How can we get nonprofits to don't waste their time and mine? concerned proposals from states company has no presence and thus do their homework , so they (The most frequent complaint and communities where the no interest . ) --How do I say "no '' without jeopardizing our position ? --How do I determine which are the most worthy causes, and which is most in our interest to support? --How do we decide whether to switch to a foundation, an d then how do we do it? --How do I find out wh at peer compa n i es are doing, so I ca n have a yardstick for contribution dec 1sions? --How do I protect the Mi c hi gan program when our he a dquarters mov e s o ut of state next ye a r ? -- How do I advoca te wi th ou r new owners who do n 't nave t he sa me history as a "good corpor-ate cit,;::e n "? �-4- - -- Hmv can vi e g e t ::> u r n e 1 g h ;J o r- co n1pan 1 e s he r e to g ·1 v e - - on -~ y a handful of us ca rry th e who l e l oad for th is commun 1ty . Gr, as one ma11ager put i t, " \•le need more pl ayers on tile fi c;'ld'" (3) How could ·an out,_side res ource like CMF bE? most he -lpf ul? The most common concern of member companies (as well as other stron g contr i butor·s) l-ias t hat more stro ng con tr i but i on§_Q_rograms nee ded i n Mi chioa n are comm u n iti~~- CMF can provide a valuabl e member service--as we ll as a service to the state--by undertaking strategies to mob ilize more corporate contributions programs throughout the state. When asked about services CMF could p r ovide, most inte r viewed companies preferred specific information with specific examp l es from simila r firms , "We're not a GM oc directed to their current press1 ng nee d s. a Fo rd--can you get me some information from other Michigan companies that contribute about the same amount a s we do?" workshops . Also, few seemed interested in ,··seminars are great. But I don ' t attending dista nt have ti me to take a day off to go to them." Nonetheless, everyone inter viewed saw 1 ack of information as a access to relevant critical obstacle, and nearly all welcomed: (a) targeted written materials using Mic h igan examples (briefs on issues, how-to packets , a 1-2 page newsletter-"no longer than that!"), (b) a place to call with questions , and/or contacts in similar companies they coul d call for a dvice, and (c) local disc uss ions, perhaps using f am ili ar f or ums (su ch as Chamber l u nc hes) . Po te nti al for collaborat i on with business associations Al l arou nd Mich i gan, some chambers of commer ce and o t her l o c al �-5- bus 1ness have assoc1a~1o n s corporate socia l cecome invo lv ement, e/pe ri en c ed especia l ly ca t al yst s throug h the fo r Mic hig an Partners in Education program of the State Department of Educat i on . In some communities, chambers provide o r ientat ion and support to cornpan i es, convene roundtables and semi nar·s o n comrnun i-cy issues, and in many othet" ways promote community bettermen t r e s ul t s in better business. because i t In the se communities, CMF could work with and t hrough these business groups to increase aware ness and effective participation by local compa n i es. The chambers interviewed since March uniformly e xpr essed interes t in exploring thes e possibilities . Further, the Mich i gan chapters of national bus iness and trad e a ssociations (such· as the Michigan As sociat io n of CPAs), as well as the State Chamber of Commerce and t he Michigan Depar t ment of Commerce, represent veh icles fo r reaching large numbers of employers in th e state . Options for a CMF Corporate Giving Initiative The Counci l initiati ve, has several options for its new only fo u r of which are outlined below . corporate These four options ran ge along a continuum from a proactive role a s cata lyst and "servant leader" support functions. in Michigan , to beefing-up current staff The Board's cho i ce may depe~d most on financial con s idera tions a nd on the e xt e nt to which new o perations can be conducted by current staff. �-6- This Director/CMF President and strategies givet~s, to d!~ ~_;ends Corporate the Initiat~ve, Board, reach and to develop i nfluence in and o tl witn co nsul ta~ion operate diverse a ~he va riety of companies (current potential givers and non-givers) across a r·ange of sizes and sectors. Wi th the goal of increasing the aggregate level and effectivene~s of Michigan's corporate contributions, this new staff member might undertake such strategies as these (to be determined with the President and the Board): --technical assistance on request to i ndividual companies or groups of companies; - -networ king companies; and sharing of information/expert1se between - - a bimonthly - newsletter and other occasional pub l ications to share Michigan informa·tion on corporate contributions prog rams and problems, as identified by companies around the sta-ce; these might include "issues papers" and how-to packets (using Michigan examples) on subjects of direct concern to Michigan companies; - -local/regional roundtables (using existing local forums) on topics that emerge as common concerns; business - -working with key corporate leaders who are committed to influe ncing their peers toward greater and more e ffective c ontributions programs, to deve l op and implement strategies for reaching specific potenti al givers and nongivers; --working through the state d i vis ions of nat ional business and trade associations, in order to reach larger numbers of current and potential givers; --coordinated planning with nat iona l organizations concerned with corporate giving (e . g., the Conf erence Board, t he Counci l on Found atio ns, the Nat iona l Association of ~1anufactut~ers , -che U.S . Chamber of Commerce, and others), in order to dove-cail their national initiat1ves wi-ch CM F's Michigan agenda; --a "program tt~a ck" at CMF' s annua l respected national expert1se; conference, drawi ng 1 n --presentations and assist a nce to chambers o f co mme r ce and ot her local bus1ness associations, in order to reach smal l e r �- 7- ccrnoc.<n l 2S; sta~ew i de pr·o g r ams; a-l~>o, vto ri.,_ advocacy and of ~·;!·ttl -c,ne strong .:3t.cl ·cE::- Ct1arnber· o : and e f fec~ive C~:·~nrne rcs c_;.n c ont rlD U~lons --wor k ing with local econom ic development commissio ns ana th e State Department of Commerce to assist new businesses to establish strong and effective contributions programs; At the end of three years in OPTION I, CMF should have th e following r es i duals: --Increased visibi li ty in corporate Michigan and increase d corporate membership; after a start-up period of networ k development , the project director wi 11 work v-1ith the U~F President and Board to double CMF corporate membership by the end of 3 yea rs ; --A Corporate Contributions Newsletter, possibly an electronic bulletin board, a network of experts in Michigan to refer and d raw on for workshops and assistance, and a statew i de database; --Positioned to be the in f ormation disseminator, on state as well as f ederal and priva t e foundation trends , that affect business cont~ibutions programs ; --Positioned to be the convener planning among companies; and catalyst for joint --Positioned to be able to identify emerging Mi c higan issues and to mobilize response among companies; --Recognition as an effective advocate for corporate needs ( in addition to private foundation needs), as in (1) promoting more efficient fundseeking, so t hat nonprofits don't wallpaper the state with proposals and thus squander scarce resources and bury contributions officers ; (2) promoting more effective community-wide planning (possibly through the community foundations in some communities) so that companies have more information on local priority needs, and (3) advocating and ass i sting in the development of a Detroit Metro "Philan t hropic Advisory Serv i ce" (used and supported by local companies), to serve as a clearinghouse and assessment center on fundseekers . In addit i on , by the end of the third year, wi 1 1 a dependable meas ure be i de r1ti f i ed to det.e r-mine the i mpact of CMF leade rs h ip on the a ggregate level of corpo rate gi ving in Mic higan. �-8- Q_lddqet for· OPTION ar-e a fu l ltime The 1: pr-oject PI" i mar-y costs for- t h i s opt i dir-ector-, meetings/pub l ications costs. travel, phone Oli and Mee t i ng and publications costs can be re duced with ln -kind co ntr-ibut i ons, as can the pho ne costs ( i f this pr-oject is housed i n a member company) . The remain i ng costs/year- for 3 years: Director-/CMF Corporat e Init iati ve Fri nge (20%) Travel Spec i al Pri nting & Other 200,000 ESTIMATED 3-YEAR BUDGET OPTION I I : director, This option depends on a new part- ti me p roje c t who would develop corporate contr- i butions. with comp a nies 43,000 8 , 600 5 ,400 10,000 ar-ound CMF's "clearinghouse" capacity in The pr-oject dir e ctor would communicate the state, pr-ima rily by mail and phone . Outreach, a d vocacy and speaking engagements wou ld be scaled down to ap p ropr-iate levels for a 20-hour/week commitme nt. The project dir-ector would prepare newslette r s and other writte n materials, based on information gathered from companies and elsewhe r e . With help from the current CMF staff, the project di rector would also develop ro undtables and refer companies to othe r s with useful informat ion. Budget for OPTION II : Again , the primary costs of OPTION II would be th e new s taff mem be r . 1/2 time staff member Fringe (20%) Travel Spec i al Printing and Other ESTIMATED 3- YEAR BUDGET 21 '500 4,500 3, 700 4,000 100 , 0 00 �-9- services vwuld additional there be underTaken staff support, should be at by paid least a a or Release- T ime ( To volu n teer. 6-month Execu t-ive , be effect ive , from commitment 1,11-ch t he sarne person. ) OPTION In IV: this option, augmented se,-vices v/ould be provided by existing staff, with outreach to nonmembers l i mited to accessible channels (such as through publications of the State Chamber of Commerce and the Michigan Department of Commerce). Some current CMF commitments would be phased out, a nd current staff then would compile the newsletter, with the costs guidance .o f the issue papers and how-to pac ket s current CMF corporate (such as printing and mailing) could members. be at least part ia l ly covered by in-kind contr i butions from the current membe rship . Observations by the Consultant The proceed, CMF However Name: i t should the Board be aware that the CMF of Trustees name itself chooses to represents somewhat of an obstacle in the Michigan business community. In the brief experience of the consultant, reactions from companies r anged from the frequent "What's that got considered response of a CMF member, The e . g. C lima-ce r-1ic h i gan- -as in do with me?" to the "It diminishes what we do. " One oossible s h ort,- t,erm respo nse : the initials, to T he pr·ojec t coulci use only the CMF Corporate Init1 a tive. for o ther t-his Initiative : states--are Cle a r· ly, s c,re-ccne d and busi nesses strugg l ing in w i t- rl �-10- i n t e r· v i e VJ , mana gers embracea ~he pcsslb il ity of CMF assistance (o nce tr\d_st v-ws estab lis hed)--including -chose f evJ that were aware of exist ing services prov ided by such national organizations as The Conference Board. This influence s~udy the unc overed real opportunity for CMF to assist and quality of corporate giving 1n t-1 i ch igan . That opportunity seems to have two parts : - -first, for CMF to act as a catalyst and bridge between companies and the national resources that don' t seem to "speak to them"; and --second, for CMF to construct support se rvi ces at the lead i ng edge of corporate philanthropy on issues where Ct-1 F 's local p r oximity gives i t distinct advantages over the nat ional agencies. �Ai_)P E:r.lDIX Con t acts Ha_Qs;_ fot-_ _the Coroorate Task Force (through 5/25/89) ~MF Member Gomoan___j£_s Interviewed Aeroquip Allied/Signal Automotive Ameri tech Publishing Company ANR Pipeline Bundy Corporation Chemical Bank (Mid land) Chrysler Corporation Fund Detroit Edison Dow Chemical Kysar Industrial National Bank of Detroit NBD Genesee Stroh Bre\<Jery Upjohn Whirlpool Non - Member Companies Interviewed AT&T AFC Corporation BASF Corporation Brooks Enterpri ses Champion International Deloitte Haskins & Sells Grand Trunk Western RR Great Lakes Bancorp Guardsman Products Hemlock Semi-Conductors Jacobson Stores James River Corporation Kelly Services McDonalds (Kalamazoo) tvleijers Michigan Gas Utilities Co. Mich i gan Millers Mutual Ins. Co. Monroe Au to Equipment Nippondenso Pizza Hut, Kalamazoo Transamerica Insurance Group Tyler Refrigeration Universal Companies Jervis B. Webb Company The W\<J Group Hiram walker-Allied Vintners Wisconsin Electric Co . (Iron Mountaln) Non-Member Comoa nies--Written Repl ies Received �/~?. A Hi ch iga n ACE Paper P roducts Allstate Amoco Arn>·Jay Brun swick Bowlin g Bronson Healthcare Group C & C Inc. Citizens Insur a nce Co. Cleve l and Cliffs Detro i t Free Press Detro i t Medical Center First Macomb IBM Kroge rs Lionel Trains Mueller Brass Co. Perry Drug Pennwalt Corp Saratoga Community Hospital Sparrow Hospital SPX TSC Industries Upper Peninsula Power Co. Vlas ic Volkswagen Walbro Business Associations--Interviewed Ypsilanti Chamber Midland Chamber Sault St. Marie Chamber Booker T. Wash ing ton Assn - -De troit Ma dison Heights Chamber Michigan Techno lo gy Council Greater Detro i t Chamber Howell Chamber Business Associations--Written Rep l i es Re ceive d Dickinson County Chamber Hastings Chamber Midland Chamber St. Clair Shores Chamber Tecumseh Chamber Gr antmak ing Associations Council on Foundations Conference Board Co ntribu tions Council Donor ' s Fo rum (Chi cago) Met ropo litan Associ at i on of Ph il anthropy (St. Louis) Southern California Associat io n of Phi l anthropy (Los Angel es) � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-06-08_Corporate-Initiative Title A name given to the resource Council of Michigan Foundations 1989-06-08 board book corporate initiative Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-06-08 board book corporate initiative. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49812 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-06-08 https://digitalcollections.library.gvsu.edu/files/original/19df17696fff62ab776d01866e68752f.pdf 8a416cabbd7e71ea2f5a30bccc1a8882 PDF Text Text Tab 4 COUNCIL OF MICHIGAN FOUNDATIONS COMMUNITY FOUNDATION ENERGY I NITI ATIVE I. Program Update The Council of Michigan Foundations has continued to disburse State Energy Initiative funds to the fourteen participating community foundations to implement local energy conservation projects. Most of the participating community foundations have now established advisory committees and are in the process of developing and implementing local projects. A number of the community foundations are using State Energy Initiative funds to hire program coordinators to administer the implementation of program locally. In accordance with program guidelines, all projects to be supported with State Energy Initiative funds are reviewed by the Michigan Public Service Commission (PSC) for compliance with Federal guidelines. To date, the PSC has approved over $870 , 000 in grants from State funds for community foundation projects . The PSC has indicated that they are quite pleased with the overall quality of the proposed projects. II. Community Foundation Match Update Many of the participating community foundations have now completed the required dollar-for-dollar match . Of the community foundations which have not yet completed the match, most have definite plans to complete the match. The following chart indicates the amount of match funds raised to date . Allocation Match Raised $1,117,424 $1,117,424 Grand Rapids Foundation 163,416 90,440 Community Foundation of Greater Flint 163,416 154,000 Saginaw Community Foundation 136,916 136,916 Kalamazoo Foundation 136,916 136,916 Berrien Community Foundation 136,916 0* Muskegon County Community Foundation 136,916 82,932 Community Foundation of St. Clair County 123,666 123,666 Greater Battle Creek Foundation 123,666 123,666 Community Foundations Community Foundation for Southeastern Michigan �Bay Area Community Foundation 101,583 101,583 Midland Foundation 101,583 101,583 Fremont Area Foundation 101,583 101,583 Grand Haven Area Commun ity Foundation 57, 4 16 41,100 Northeast Michigan Community Foundation 48,583 48,583 * Has received commitments for local match, but has not yet drawn down funds from the Council. III. Energy Initiative Activities in "Non-Served" Areas of the State The legislation which governs the Energy Initiative allows the Council to make grants to nonprofit organizations in areas of the State which are not served by one of the fourteen participating community foundations. The Council may e xpend up to $350,000 plus interest earned for energy conservation projects in these areas of the State. Nonprofit organizations in non-served area s are also required to complete the dollar-for-dollar match . The Council's extensiv e outreach and marketing efforts have resulted in the submission of four Energy Initiative grant applications. The creation of the Capital Region Community Foundation has played a significant role in the development of several local Energy Initiative projects. The Capital Region Community Foundation has identified over $310,000 in match funds for the program. IV. Recommended Grant Actions The Public Service Commission and the Council ' s Energy Initiative Advisory Committee have reviewed the applications for State Energy Initiative grants. Based upon these reviews, the following recommendations have been made: Grant Applicant: Mount Pleasant Public Schools Amount: $19,800 Purpose: Technical energy audits of nine district school buildings. Recommendation: It is recommended that a grant of $19,800 to the Mount Pleasant Public Schools for a technical energy aud it of nine school bu i ldings, be approved. �Grant Appl ica nt : Ingham County, Purchasing and Properties Division Amount: $14,200 Purpose: Energy audit of women 's she lter, lighting study and demonstration proj ect, and home heating systems, video tape and guidebook. Recommendation: It is recommended that a grant of $14,200 to Ingham County to conduct and energy audit of the women's shelter, lighting and demonstration project, and development of a home heating systems guidebook, be approved. It is f urther recommended that the $7,000 budgeted for production of a home heating systems video tape be used to purchase an existing video tape on the subject and revise as needed . Grant Applicant: Interlochen Center for the Arts Amount: $20,000 Purpose: Technical energy audits of four campus buildings and rebates for the purchase and installation of energy conservation measures . Recommendation: It is recommended that a grant of $20,000 to the Interlochen Center for the Arts for technical energy audits and rebates for the purchase and installation of energy conservation measures, be approved. The rebate portion of this grant is conditional upon review and approval of the proposed measures by the Public Service Commission. Grant Applicant: Capital Region Community Foundation Amount : $310,097 Purpose: To support nine Energy Initiative projects involving eight local nonprofit organizations. East Lansing Community Arts and Activities Program: $44,220 for rebates to purchase and install a new heating system, insulation, windows, and lighting . This grant is conditional upon confirmation from the Public Service Commission that the support of projects which have greater than a ten year payback is considered an eligible expenditure of state Energy Initiative funds. East Minister Community Concerns, Inc.: $12,288 for a rebate on the purchase and installation of a new furnace and windows . This grant is conditional upon review of the architectural study by the Council's Energy Initiative Advisory Committee . �I. Chief Okemos Council, Boy Scouts of America : $2,884 for a rebate on t he purchase and ins ta ll ation af a new heating and cooli ng system. This grant is conditional upon the organization's installation o f i nsulation in the converted garage. Economic Crisis Center: $1,514 for a r ebate on t h e purchase and installation of attic and wall insulation and windows. Student Housing Corporation: $3,300 for a rebate on the purchase and installation of a new heating system and windows. Young Men's Christian Association of Lansing: $69,300 to conduct an energy audit, energy conservation workshops for staff, and provide rebates on the purchase and installation of steam traps, a dehumidification system, and an air handling unit. Boys and Girls Club of Lansing: $8,296 for a rebate on the purchase and installation of a suspended ceiling, furnace, and insulation. This grant is conditional upon clarification on the specific purpose of the sixth furnace and the organization's commitment to insulate the suspended ceiling . Urban Options, Inc . : $155,335 to conduct the low-income Energy Fitness Program, nonprofit Energy Fitness Program, and provide rebates on the purchase and installation of energy conservation improvements in the energy demonstration house. This grant is conditional upon the status of the organization's relationship with Consumers Power Company. If Urban Options, Inc. is awarded a contract by Consumers Power Company to conduct a similar energy fitness program in Ingham County, any outstanding Energy Initiative funds earmarked for this purpose must be returned to the Council. Capital Region Communi ty Foundation: $12,960 for direct project management costs. Recommendation: It is recommended that a grant of $310,097 to the Capital Region Community Foundation to support nine Energy Initiative projects, be approved with the conditions stated. In addition, the Council has asked the PSC to determine whether or not State Energy Initiative funds may be used to support the management of these local energy conservation projects. Grant Applicant: Council of Michigan Foundations Amount : Up to $36,000 �Purpose: To support the program management of f our Energy Initi a tive projects. Recommendation: It is recommended that a grant of up t o $36,000 to the Council of Michigan Foundations for direct program management costs, be approved. The Council of Michigan Foundations will receive quarterly and final loca l project reports for all funded projects. � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-06-08_Energy-Initiative Title A name given to the resource Council of Michigan Foundations 1989-06-08 board book energy initiative Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-06-08 board book energy initiative. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49813 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-06-08 https://digitalcollections.library.gvsu.edu/files/original/2befdd5f00113af22a8430daf8758fe8.pdf c37985131392b984a69f6d05d76ea1f3 PDF Text Text Tab 2 came Il Of MI CHI GAH faJfiDAT IONS Summary St atement of Budgeted Cash Operations and Chenges in Cosh balance T ~elve Month Period Ending March 31, l989 ond l988 1987·88 Cash Transactions 1988·89 Cash Transactions 1988 Annua l Budget Ovc r(Unde r) Budget $199' 105 Open ing Cash Balance, 04/01 $194 . 992 . 85 $365' 738 Genera\ Budgeted Income · see page two $374 ,346.51 $339,025 $35 '322 8,805 350,335 Genera l Budgeted Expenses · see page three 347,829 . 94 339,025 $15,403 Income Over (Under) Expenses $26,516.57 $0 $278,633.25 $220,500 58,133 278,984.63 285,500 (6,515) $139,202 154,892 ($15,690) $10,000 10,000 $0 ( $287) Revolving Funds Income · see page two Revo lving Funds Expenses - see page three Income Over (Under) Expenses Special Budgeted Income • see page two Special Budgeted Expenses · see page three Income Over (Under) Expenses Combined Income Over (Under) Expenses Resu l ting in ~et Increase (Decrease) In Cash f or Period Less transfer to Furniture (3,825) $194,993 $33 26,679 6,089 162,192 $194,993 & Equipment Less revenue of current period recognized as cash in prior period Closing Cash Balance, 03/31 Cash Balance Composed of: Cash on Hand Cash in Checking Account Cash in Savings Accounts Cash In Investments/Money Markets Total Cash Accounts ($351.38) ($65, 000) $18,500.00 $18,500 0 18,500.00 18,500 0 $0.00 $0 $26,165.19 ($65,000.00) (31 ,578 . 08) 0.00 0.00 $189,579.96 $129,992.85 $33.25 6,830.31 1, 158.30 181,558.10 $189 , 579 . 96 Page 1 of 7 �COONC I l OF MI CHI GA~ FOOIWAT I OHS Schedule of Budgeted Cash Receipts Twelve Month Period End i ng March 31, 1989 ond 1988 1987 -88 Cash Tronsact i ens· 1988 -89 Cash Transact i ons 1988 Annual Budget $232' 685 . 00 0.00 6,000 . 00 13,911.10 2,218.75 87,352 .66 15,785.00 16,394 . 00 $222, 400 0 6,000 7,000 1,000 91,625 0 11,000 Over(Under) Budget CASH RECEIPTS $218 ,329 8,600 0 8,875 7,111 100,853 11 ,065 10,905 $365,738 $10,115 70,827 35,300 0 22, 960 0 0 $139,202 so 10,000 $10,000 Genera l Budgeted Income: Member Contributions St r ategic Plan Contributions Add Contributions Interest Miscel l aneous Majo r Conference Revenues Host Committee Revenues Sma l l Conference Revenues Tota l Revolving Funds Income: Survey and Director y Increasing Philanthropy Improving Philanthropy (2) Community foundation Energy Administration Community Foundation Directed Energy Fund Kel l ogg Youth Administration Matt Community · Foundation Technical Asst. Tota l --- ------ · · ·--- --- $374 ,346 . 51 $339' 025 $35,322 ========== ========= ========== $31,225.25 16,608. 00 22,300.00 45,000. 00 50,000 . 00 63, 500 . 00 50,000 . 00 $15,000 10,000 20,000 40 ,000 50,000 48,000 37' 500 -- --- ---- $16,225 6,608 2,300 5,000 0 15, 500 12,500 ------· · · ----· -··· $278,633 . 25 Special Budgeted Income : Community Founda t ion·Nationa l Community Foundation·Scholarship Fund Total $220,500 ( 1) Notes: ( 1) Total Cash Recei pts Summary of Revolving Funds (in Thousands) Budgeted Previous Income carryover Survey and Directory 15 9 Increasing Philanthropy 10 28 Improving Philanthropy 20 15 Comm. Foundation Energy 40 2 85 (2) 54 ------· · · $58, 133 ;:;::::::====== =========== ========= $18,500 . 00 0.00 $18,500 0 $0 - - --- -··· -- --- -- ·· ------- -- $18,500 . 00 $18,500 $671,479.76 $578,025 ========== ========= Budgeted Expense 35 45 30 40 Expected Car ryover (7) 5 2 Actual Carryover (3) 11 6 16 150 (11) 30 The Improving Philanthropy Fund budget is f or t ~o yea rs. transferred to Revolving Funds for fiscal year 1988-89. (\1) This Fund $0 ========= = == ==:::::::::::::::: $514,940 $10,285 0 0 6,91 1 1,219 (4,272) 15,785 5,394 $93,455 ========= ~as Page 2 of 7 �COUNC I L OF MICHIGAN FOUNDAT IONS Sche-dule of Budgeted Cosh Disbursements Twelve Month Pe riod Ending March 31, 1989 and 1988 1987·88 Cash 1988·89 Cash Transactions Transactions 1988 Annua l Budget Over(Uncer) Budge t CAS H DISBURSEMENTS $124,605 8,171 6,887 5 , 828 8,100 5,094 5,019 16,345 12 ,595 1,430 662 ·1 ,620 810 7 ,706 586 91,062 11 ,065 12,846 19' 400 10,504 $350,335 $6,81 5 64,461 19,888 63,728 0 0 0 $154,892 $D 10 ,000 $10,000 $515, 227 Note : (1) (2) General Budget ed Expenses: Salaries, Taxes & Benef i ts FICA Occupancy· Office Te l ephone Eqv i pment owne-d & Leased Mai ling & Postage Stationary &Supp lies Publi cations & Printing Meeting & Travel Insurance Furniture & Equipment Cooputer Trustees & Committee Meeting Expense Contracted Clerical Expense Miscellaneous Maj or Conference Host Committee Expense Sma ll Conference Car Purchase Office Automation Total Revolving Funds Expense: Survey & Di rectory Increasing Philanthropy Improving Philant hropy Community Foundation Energy Admi ni stration Community Foundation Directed Energy Fund Ke l logg Youth Administration Mott Community Foundation Technical Asst . Total Special Budgeted Expenses: Community Foundation-Nat i onal Community Foundation-Scho la r ship Fund r ota l Total Cash Disbursements $139 , 986 . 46 9,005.24 8,114.54 5,333.76 6,917. 30 7 , 200. 87 8,534 . 42 26,934.72 10,146 . 83 1,381.21 0.00 0.00 1, 497.33 8,730.72 815 .38 80,940.47 15,912 . 43 16,378. 26 $11;0,000 9,500 8 , 500 6 , 500 9,000 6, 000 9,000 25,000 10,000 1 '700 2,000 2,000 1, 200 10, 000 1, 000 86,625 0. 00 0 0. 00 0 $347,829.94 $339, 025 $42,683.55 40 ,710.04 31 ,381.62 31,002.89 50,000 . 00 38 , 164.11 45,042 .42 $35,000 45,000 30,000 40 , 000 50,000 48,000 37,500 $278,984 .63 $285,500 $18,500.00 0.00 $18 , 500 0 0 $ 18, 500 . 00 $18,500 0 0 11,000 ( 14 ) (495 ) (385) (1, 166) (2,083) 1,201 (466) 1,935 147 (319) (2,000 ) (2, 000) 297 (1,269) (185) (5, 685) (1) 15,912 (1) 5 ,378 ( 1 ) 8, 805 7,684 (4,290) 1,382 (8,997) 0 (9,836) (2) 7,542 (6 , 515) $645 ,3 14 . 57 Maj or conference, ho s t committee and small conference revenues cover expenses . Expenditures for the program included amounts for office renovation and equipment that have been capitalized. The difference over the $48,000 budgeted was made up from i nterest earned on t he Kellogg Fund. Page 3 of 7 �COUNCIL OF MICHIGAN FOUNDATIONS Sunmary of Revo lv ing Fund Income & Expenses Twelve Month Period Ending March 31, 1989 Hott Survey Increasing Phi tan· and Direc tory th ropy lrrproving Ph i t an· thropy Corrm . Fdn . Energy Actn in. Corrm. Fdn. Directed Energy Fund Kel logg Yout h Corrm . Fdn. Actni n. Technical Assistance $63,500 . 00 $50,000 . 00 Income: Contributions Interest Inc ome & Ot her Total Income $31,225 .25 $15 ,000.00 1,608.00 $22,300.00 $45 , 000.00 $50,000.00 $31,225 . 25 $16,608.00 $22,300 . 00 $45 , 000.00 $50,000.00 $63,500.00 $50,000. 00 Expenses: Grants Salaries, Taxes & Benefits Contracted Services Conferences 1/orkshops Printing & Publications Meet ings & Travel Telephone & Postage Scholarship Activities Equi pment Lease & Maint . Occupancy General Supplies Books & Subscriptions Furniture & Equipment Miscellaneous Total Expenses Over <under) revenue Beg . Fund Balances Transfer to Furn. & Equip. End. Fund Balances $50,000. 00 $20 , 504 .86 $22,879 .76 1,600 .37 1,153 . 90 $8,825.83 $1 7,243 .95 1,094.21 $35,770.16 897. 38 27,094.49 1,588 . 67 1,568 . 19 52 .88 1 ,626. 78 152.50 6,544.47 3, 40 2. 72 1 , 297.96 30.00 1,195.59 1, 346.29 850.72 483 . 63 1,925.33 5,709 .4 1 3, 378.88 543.21 313.61 392 . 02 156.80 1,243.67 196.68 5,974.84 3, 503.69 1' 121 .26 6,532.89 495 .46 1,026.99 8,673.80 690.62 315 . 50 924.28 526 .34 329 . 00 2,728 .19 273 .10 2,228. 71 902.90 316 .67 52.33 $38,164. 11 $45,042.42 4, 957 . 58 20,930 . 84 372 .30 $42,683 .55 $40,710 .04 $31,381.62 (11,458.30) (24,102.04) (9,081.62) 9,291.35 35,139.54 (795 .00) ($2,961.95) $11 ,037.50 $31, 002. 89 $50,000.00 13,997. 11 0 .00 25,335 .89 15,412 . 01 1 ,756. 75 0 . 00 0. 00 (25,137.11) S6 ,330.39 S15,753.86 $0.00 $198. 78 0. 00 $4,957.58 Page 4 of 7 �COUHCIL OF HIC HlGAH fOUNDATIOHS Balance Sheet ·As of Horch 31, 1989 ASSETS Cash Balance Composed of: Petty Cash Che<:k i ng Account Savings AccoLilt Investments, Money Market Funds Grant and Endowment Accounts $33.25 6,830.31 1,158 . 30 181,558.10 (Abbi t Mgt.) 3,876, 702.91 Properties: Contributed Furnishings Purchased Furnishings Purchased Equipment Less Accumulated Depreciation $189,579. 96 $7,570.68 $31,140.76 158,233 . 52 189,374 .28 (76,972 . 96) Total Assets 119' 972.00 $4,186,254.87 ===========::= LIABILITIES AND FUND BALANCES Grants and Endowments Payable Fund Balances : Properties Fund General Operating Fund Revolving Furd Special Projects Fund Total Liabilities and Fund Balances $3,876,702.91 $119,972 . 00 154, 263.80 35 ,316 . 16 0 . 00 309,551.96 $4,186, 254 . 87 ============= Page 5 of 7 �CWNC I L OF Mr CHI GAN FOOHOAT lOHS Summary of Grant and Endowme nt Accounts Twelve Mont h Period Ending March 31, 1989 State of Michigan II.K. Kellogg Mich igan C0<TmJr1 i t y Foundation Energy Fund Beginning Balance Additions (cont r . ) Interest llithdra~a\s (grants) Ending Balance C00111. Fdro. Youth Project C.M. F. Prog ram Fund 11.11. Allen Fund Total s $2,785' 730.64 so. oo $0 .00 $2, 785,730 . 64 0.00 2, 040,000. 00 69,975.00 2,1 09,975.00 177,780.74 65,687.91 0.00 243,468.65 0.00 0. 00 (1,262,471 .38) (1,262, 471 .38) --- -----· ·- · · --- · ·- -- - --- - ·------------ ------- ---- -- --- ------- --- $1,701,040 . 00 $2,105,687 . 91 $0.00 $69 , 975 .00 $3,876, 702 . 91 :~~:.::::::z11:cr. :• zz a::: =c~::::;:~:;;: ::; c::::::::;;::=== =======;:::::::== =====;:::::;;: ;;: : :::::= Grants Bay Area Comm. Fdn. Comm. Fdn. of Gr. Flint Comm. Fdn. of SE Mich . Comm. Fdn. of St . Clair Freemont Area Foundat i on Grand Rapids Fdn. Gr . Battle creek Fdn. Gr. Haven Area C.F . Ka lamazoo Fdn. Muskegon Cty Comm. Fdn . Saginaw Comm. Fdn. Total $76,500 . 00 4,000.00 408,000 . 00 123,666.00 101,583.00 90,440.38 123 ,666.00 40,000 . 00 100,000 . 00 57,700.00 136,916.00 $1 ,262 ,471 . 38 $76,500. 00 4,000.00 408,000 .00 123 , 666.00 101 , 583.00 90,440.38 123 , 666.00 40,000 . 00 100, 000. 00 57,700 .00 136,916.00 so. oo $0.00 $0.00 $1, 262, 471.38 :::::a;::ax•=-:::: ~ote: Grants of $375, 166 were made in 1987·88, the cLm.Jiative total for the Ene rgy Fund is $1,637, 637.38. oage 6 of 7 �l __ · COOfiC I L OF HI CHI GAH FOOHDAT IONS Summnry of Gr ant and Endowment Contributions Twelve Months Ending March 31, 1989 W. W. Al len Fund Contributions: Talbert & Leota Abrams Foundation Allen Folndation Besser Foundation Guido A. &Elizabeth H. Binda Foundation Bundy Foundation Samuel Higby Camp Foundation Detroit Neurosurgical Herbert H. & Grace A. Dow Foundatioon Dyer-lves Foundation Earl - Beth foundation Erickson Foundation J. F. Ervin Foundation John E. Fetzer Foundation Frey Foundation Herman & Irene Gertz foundation Irving S. Gilmore Foundation Herder Foundation James & Lynette Holden Fund Robert L. & Judith S. Hooker Foundation ~- K. Kellogg Foundation Kellogg Company 25 -Year Employees Fund McGregor Fund The Miller Foundation Charles Stewart Mott Foundation Elsa U. Pardee Foundation Charles J. Strosacker Foundation Harry A. & Margaret D Towsley Foundation Greater Battle Creek Foundat ion Berrien Community Foundation Grand Haven Area Community Foundation The Mid land Foundation Northeast Michigan Community Foundation Chemical Bank and Trust Citizens Commercial & Savings Bank N·ationel Bank of Detroit Detroit-Edison SPX Foundation Steelcase Foundation La -Z -Boy Chair Foundation Sally Yerex Rollin H. Gerstacker Foundation $350 2,000 5 , 000 50 1,000 150 100 5, 000 so 200 300 200 1,000 500 400 1 , 000 500 2,500 175 20,000 250 1 , 000 500 5,000 5, 000 2,500 5 , 000 500 200 350 100 200 1,000 75 250 500 175 1,500 350 50 5,000 $69.975 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-06-08_Financials Title A name given to the resource Council of Michigan Foundations 1989-06-08 board book financials Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-06-08 board book financials. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49814 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-06-08 https://digitalcollections.library.gvsu.edu/files/original/f4aef9ba6f9d849955c7e5a4a4db5c8e.pdf 4e705c6a4b1c2200a50a1663ac107cc3 PDF Text Text ----------------- Tab 9 Council of VMiclt.i9Att 0FouttdatiOflS SUIF 3 ONE SOUI>-1 HAf'IBOR AV:O'Ju:O PO. 30X 599 GHANI) I IAV~N. tv' l 49417 PHONF 6 161842 7080 Date: May 31, 1989 Memo to: From: Re: BOARD OF TRUSTEES Government Relations Committee Judith S. Hooker, Chairperson Report and Resolutions Private Foundation Administrative Expense Study RESOLVED: CMF replicate national administrative expense study sponsored by the Council on Foundations in Michigan with 157 CMF private foundation members. At the direction of the Congress, the U.S. Department of the Treasury i s currently engaged in a stu dy of the administrative costs of a sample group of private foundations. The results of this study are to be reported to the Congress in January, 1990. Likewise, the Council on Foundations and the Southeastern Council on Foundations have undertaken a similar study . COF has made the methodology available to regional associations. It is anticipated that as a result of this study, the attention of the Congress will again be directed toward the subject of administrative expenses of private foundations. If CMF were to have data for Michigan, we will not only have something relevant for our Michigan delegation, but will be able to participate in the national discussion. Cost will be minimal and can be assumed by CMF operating budget. Staff work will be provided by a University of Michigan School of Social Work (Masters Degree) intern and supervised by CMF President. Results will be reported to . Government Relations Committee, to the CMF Board of Trustees, and elsewhere as feasible. Nat i onal and State Legislative Contacts RESOLVED: Funds be allocated from the William W. Allen Fund to p rovide copies of The Michigan Foundation Directory, Edition VI, for the Michigan Congressional delegation (20), the state Senate (38), House of Representatives (110) and some executive branches (5), up to $3,000. The CMF National Network is being as ked to contact their Congressman this summer for a meeting "in the district" where possible of area grantmakers . A Directory and computerized list of all foundations in each district will b e avai lable from the CMF office. These informational meetings are being held in anticipation of Congressiona l hearing s next year as a result of the administrative expense s t udy. �On the state level , a meeting of House and Senate staff is planned before the end of the year. The i dea for this meeting was originally discussed two years ago , but •ras put aside du ring the time CMF was worki ng with comm unity foundations and l e gislators on the community foundation tax cre d it . A Directory and other handou ts will be made available to participants. The $69,500 Wi lliam W. All en Fund endowment vrill remain intact. earned wo u l d be used to pay for di r ecto ries. JSH/jmc:4523C Interest � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-06-08_Government-Relations-Committee-Report Title A name given to the resource Council of Michigan Foundations 1989-06-08 board book government relations committee report Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-06-08 board book government relations committee report. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49815 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-06-08 https://digitalcollections.library.gvsu.edu/files/original/ba7cc33da63f6edfebcb023960436170.pdf f18e65d044c7db99d79855d318299cb3 PDF Text Text Tab 5 Council of VMicltigcnt WoundatiOJtS SUITE 3 ONE SOUTH HAR30P AvEI\uE P 0 130X !i99 GRANC HAVCN. Ml A9~ 17 P'-'ONl- tli6/H42 7080 Date: To: From: RE: May 31, 1989 BOARD OF TRUSTEES Improving Philanthropy Committee Russell G. Mawby, Chairman Herbert H. Dow Peter R. Ellis Willard J. Hertz Gilbert Hudson Kay W. Hunt Do rothy A. Johnson John E . Marshall III Joel J. Orosz W. Calvin Patterson III Linda B. Patterson Ranny Riecker Leonard W. Smith William S. White Improving Philanthropy Committee Resolution and Report RESOLVED: That the Improving Philantropy Project be continued through August 31, 1990, at a cost of $43,000 to be raised by special purpose grants from interested Council of Michigan Foundations Members. BACKGROUND: The Improving Philanthropy Committee was initiated as a two-year project in September, 1987 and funded by special purpose grants from thirty- three CMF members. The purpose of the Committee has been to "increase the efficiency and effectiveness of Michigan ' s philanthropic network . " The project is compatible with CMF's goal , as well as similar national goals of the Council on Foundations and Independent Sector, to improve philanthropy. It also compliments the Association of American Colleges' program to develop and teach courses on Philanthropy in American Society, and CMF Members' interests to encourage and expand volunteer development and philanthropic initiatives. MAJOR ACCOMPLISHMENTS: - The publication and distribution of Education in Philanthropy and Volunteerism: National and State Trends and Opportunities for Michigan report. - The Capital Campaign Survey report Spring/Summer 1989). (The Michigan Scene, - Grantmaker/G rantseeker Forum - "Improving Michigan's Nonprofit Sector," Tuesday, May 2, 1989, Novi Hilton attended by 506 . Sponsored by CMF and three NSFRE Chapters. Dr. Peter R. Ellis, CMF Executive-In-Residence, provided staff assistance. Supported by a $13,000 W.K . Kellogg Foundation grant. �- The publication and distribution of Michigan Nonprofit Resource Directory in cooperation with the Accounting Aid Society. And, - The following developmental activities : surveys assessing the State's educational environment in philanthropy and volunteer i sm. - Michigan Campus Compact participation . - Michigan Nonprofit Forum participation. - Greater Michigan Foundation's Vo l unteer Awards Judging Committee -Michigan League of Human Services' Emergency Cash Flow Loan Fund Committee - Consultant activities with: - Accounting Aid Society - Southeastern Michigan Nonprofit Training Assessment - Walsh College - Nonprofit Technology Seminar program development - University of Michigan - Administration of Human Servi ces program development - Conference session presentations at: - Grantmaker/Grantseeker Seminar - May, 1989 - CMF Annual Conference - November, 1989 THIRD YEAR ACTIVITY: The Committee is currently planning the sponsorship of a single-day Michigan Statewide Educ ator 's Conference on Thursday, September 28, 1989 . The purpose of the conference is to examine and discuss the i ssue of courses and programs in Michigan institutions of higher education which study philanthropic and voluntary activi ty. The conference is intended for grantmakers and faculty/staff involved with influencing curriculum, research, and student volunteer organizations . It wil l focus on the five areas of: undergraduate curriculum, graduate curriculum, continuing and community education curriculum, research, and student volunteer programs. The morning ses sion will include a keynote address and a panel presentation of sector - wide leaders. The afternoon session will include concurrent workshops on each of the five focus areas and a summarizing clos ing address . The Improving Philanthropy Committee be lieves the conference is important to give impetus t o the ideas and concepts put forth in the "Educ ation _in Philanthropy and Volunteerism" report; and hopes tha t this effort will encourage more widespread interest and activity in the State of Michigan. �The third year project funds will be used for: Publication and distribution of the Education in Philanthropy and Volunteerism Report. - Sponsorship of the Statewide Educators Conference. - Advocacy follow-up with Colleges and Universities. - Deve lopment of a statewide nonprofit Library Resource Computer blueprint. - Exploring the extension of the educational-advocacy effort to the K-12 schoo l systems. And - Nurturing the continuation of the: - Annual Capital Campaign Report. - Michigan Campus Compact. - Michigan Nonprofit Forum. LBP/jmc:205I �IMPROVING PHILANTHROPY COMMITTEE BUDGET Septembe r, 1 989 -August, 1990 Program Associate: taxes, benefits half-time posi tion , salary, $18 , 00 0 Travel/Meeting expenses Publications - materials (issue paper publication & distribution = $5,0 00) 7,000 Support Services Septembe r Educator's Conference Grants (see Budget) Miscellaneous 600 $43,000 MICHIGAN EDUCATOR'S CONFERENCE - September 28, 1989 Budget Revenue A. B. Registration fe es: Grants 150 x $20.00 Expenses A. Speakers: travel & room 1. Brian O' Connell 2. Jon VanTil 3. Hank Rubin 4. Delwyn Dyer 5 . Virginia Hodgkinson 6. George Roach 600. 400. 400. 600. 600. 100. mailings & registration B. Temporary help: C. Postage: 1 . 2000 brochures & programs 2. 300 issue papers to registrants 3. 200 confirmation letters 500 . 720 . 80. Printing: 1. 1000 brochure s 2 . 1000 programs 3. name tags, folders 750 . 750. 800. D. E. F. 1,000. 1,300. 2,300. & signage Workshops: 1. Room charges 2. A/V equipment Food: Recep t ion & refreshments 2. Lunch - 3 00 X $10.00 1. 800. 650. 150. 5 , 400. 2 ,400 . 3,000. G. Mi s cellane ous 500. H. Optional Sept . 27 dinner/ reception - 20 X $20.00 400. $14,400 � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-06-08_Improving-Philanthropy Title A name given to the resource Council of Michigan Foundations 1989-06-08 board book improving philanthropy Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-06-08 board book improving philanthropy. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49816 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-06-08 https://digitalcollections.library.gvsu.edu/files/original/85a9eebc979e51f502540a20423835f5.pdf 3c4e5b1bc3433ea7b2f509da20b05793 PDF Text Text Tab 12 Council ofVMicltigan 0FoundatiOflS Slll!:: 3 ONE S0l, TY HARBOR AVENUE PC. 30X 599 GRAi\D HAVEl\. Ml 4941/ P'-lONE 616 842 Date: May 31, 1989 Memo to: From: Re: 7080 BOARD OF TRUSTEES I ncreasing Philanthropy Committ ee Russell G. Mawby, Chai rman Progress Report and Resolut i on Book - Establishing a Charitable Foundation in Michigan RESOLVED: CMF publ ish a revised second edition of Establishing a Charitable Foundati on in Michigan to be released by November 1, 1 989. The project will be se lf -s ustaining, however , CMF will need to advance the funds n ecessary for publication o f up to $15,000. Anticipated sales wi ll cover all costs (Members $50; Non-Members $80). Five hundred copies of edition I have been sold. $11,000 remains in the Increasing Phi l anthropy Fund. A survey of current users revealed that 70% would purchase a revi sed copy in addition to first time users (donors, atto rneys, accountants , financial planners) who woul d receive marketing b rochure. CMF will engage Duane L. Tar nacki , Cl ark , Klein & Beaumont, author of edition I to prepare edition II . The contract will also include issuing four upda t es 19 90 -1 993. Peer Meetings A plannin g meeting for the first Michigan " peer " meeti ng was held in Battle Creek. Attendi ng were private, community and corporate representative s, in addition to CMF staff. Discussion surrounded the program, invitation lis t and approach. A second meeting will be held this summer with a donor event scheduled for the f al l . CMF i s progressing slowly in order that all p arties are comfor t able with arrangements and i n order that we might have a pattern which can be rep l icated in other parts of the state . RGM/jmc:4521C l � Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Title A name given to the resource Our State of Generosity Creator An entity primarily responsible for making the resource Grand Valley State University. Dorothy A. Johnson Center for Philanthropy Description An account of the resource Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s. Coverage The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant 1968-2014 Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Council of Michigan Foundations Michigan Nonprofit Association Michigan Community Service Commission Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Michigan Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49401 Contributor An entity responsible for making contributions to the resource Council of Michigan Foundations; Michigan Nonprofit Association; Michigan Community Service Commission Identifier An unambiguous reference to the resource within a given context JCPA-04 Language A language of the resource eng Text A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text. Dublin Core The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/. Identifier An unambiguous reference to the resource within a given context JCPA-04_CMF_1989_BB_1989-06-08_Increasing-Philanthropy Title A name given to the resource Council of Michigan Foundations 1989-06-08 board book increasing philanthropy Creator An entity primarily responsible for making the resource Council of Michigan Foundations. Board of Trustees Description An account of the resource Council of Michigan Foundations 1989-06-08 board book increasing philanthropy. 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. Originals are at the Council of Michigan Foundations. Subject The topic of the resource Dorothy A. Johnson Center for Philanthropy Charities Philanthropy and Society Fundraising Records Council of Michigan Foundations Michigan Format The file format, physical medium, or dimensions of the resource application/pdf Type The nature or genre of the resource Text Language A language of the resource eng Publisher An entity responsible for making the resource available Grand Valley State University Libraries, Special Collections and University Archives, 1 Campus Drive, Allendale, MI, 49817 Rights Information about rights held in and over the resource <a href="http://rightsstatements.org/page/InC/1.0/?language=en">In Copyright</a> Source A related resource from which the described resource is derived <a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515">Our State of Generosity collection, JCPA-04</a> Date A point or period of time associated with an event in the lifecycle of the resource 1989-06-08