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                    <text>LTG_Budgeting_Fundraising Management Chart

Fund-Raising Management Form
Foundation

W.K. Kellogg Foundation
Lilly Endowment

TimeFrame

1997-2000
1997-2000

Amount by Year
1997-98 1998-99
750,000
50,600

50,000
0
0

500,000
86,500

50,000

Total

Status

Contacts

1999-2000 2000-2001 20001-2002
250,000 na
90,000 na

Dr. Joel J. Orosz
Dr. Dwight Burlingame (IU)
Clay Robbins-Lilly
(Contacting for further
funding 02-25-98)
150,000 Conversation 2-26-98
Paul Gordon
500,000 Letter of Interest 2-24-98 Bob Rogers
600,000 Formal Proposal 3-3-98 Elan Garonzik

1998-2001
1998-2001
1998-2001

Atlantic Philanthropic Corporation

1998-2001

Letter of Interest 12-97

The Ford Foundation
Carnegie Corporation

1998-2001
1998-2001

Letter of Interest 12-97
Letter of Interest 12-98

Joel Fleishman
Angela Covert
Michael Seltzer
Vivian Stewart

Lucille and David Packard
U.S. Department of Education

1999-2002
1998-2001

Rejected/Reapply 1999
Approach with letter

Hugh Burrows
Kent McGuire

255,000

na
na
180,000 na

1,500,000 Approved
227,100 Approved

Gordon Foods
Ewing Marion Kauffman Foundation
Charles Stewart Mott Foundation

165,000

50,000 na

na
na

CMF
Contact
Kathy Agard
Russ Mawby

Russ Mawby
Russ Mawby
Kathy Agard
Rob Collier
Russ Mawby
Dottie Johnson
Russ Mawby
Jim Kelly
Dottie Johnson
Dottie Johnson
Jim Kelly
Dottie Johnson
Kathy Agard
Jim Kelly

1 of 1

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                    <text>August 22, 2000

Dr. C. Phillip Kearney
3759 Bridle Pass Court
Ann Arbor, Michigan 48108
Dear Dr. Kearney:
Thank-you for taking my call during your vacation time out west. I trust you have had a
wonderful visit with your family and a safe return home to Ann Arbor.
As we discussed on the phone, enclosed are materials describing the Council of Michigan
Foundations’ sponsored K-12 Education in Philanthropy Project. In addition, you may wish to
visit our Web site, www.k12edphil.org which contains the first set of over 100 K-12 lessons on
giving and serving, and an array of teacher support materials on philanthropy education.
Now in our fourth year, we are planning the process for scaling the Project to a national audience,
and to seek national corporate sponsorship with a multi-year commitment. A major element for
our potential success in attracting corporate sponsors will be the formal written endorsement of the
Project by key professional educational organizations. We need your help.
We have waited to seek endorsements until after the creation of the learning objectives and some
sample lesson plans in order to allow educators tangible products to assess the content and value
of the Project. The work is now far enough along that we can speak with some confidence about
what is being taught, how it is being taught, how students are reacting to the material, and the
overwhelming acceptance and enthusiasm from teachers and schools.
Jim Kelly, Adrian Davis, and Dottie Johnson are members of the Steering Committee and have
been key leaders since the Project’s inception. You should feel free to contact them regarding
their perspective on this effort. The other Steering Committee members are listed in the first
newsletter (enclosed). The Committee is a balanced group of foundation/nonprofit leaders,
educators from various levels of public and private education, and other interested organizations. I
am sure you will be familiar with other names as you peruse the list.
Please call me at your earliest convenience. I would be happy to meet you personally, or to
discuss by telephone how we might move forward.
Sincerely,

Kathryn Ann Agard, Ed.D.
Executive Director
Enclosure
BCC:

James A. Kelly
Dorothy A. Johnson
Russell G. Mawby
Robert S. Collier

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                    <text>[Project Letterhead]
[Date]
Charles N. Quiqley
Executive Director
Center for Civic Education
5146 Douglas Fir Road
Calabasas, CA 91302
Dear Mr. Quiqley
I am writing to follow-up on the recent telephone conversation Phil Kearney had with you about
the Learning to Give program and our request for the Center for Civic Education
endorsement of the effort. As Phil explained, the program is a joint effort of the Council of
Michigan Foundations and a consortium of non-profit organizations, governmental agencies and
businesses.
To date the project has received its major funding from twelve different sources—including the
W.K. Kellogg, Ford, and Ewing Marion Kaufmann Foundations, and the Lilly Endowment.
The project is now at a point where it needs to seek additional foundation and corporate support
to allow it to move from its research and design phase into a nationally available program. A
very important step in building a successful funding strategy—particularly in approaching
potential corporate givers—is to have the support and endorsement of major national education
organizations such as the Center for Civic Education.
It would be immensely helpful to the success of our funding strategy and the project if we could
receive the endorsement of the Center for Civic Education. I hope that you will be able to
respond positively to our request. I have enclosed a suggested letter of endorsement for your
consideration. Please feel free to use it, adapt it in the way that you see fit or, of course, develop
your own letter.
I also have included an overview of the Learning to Give project and a listing of the members of
the Steering Committee. Phil Kearney would be happy to provide any additional information that
might be helpful. You can reach Phil directly by telephone at 734-662-4637 or by e-mail at
philipk@umich.edu.
Thank you for your time and consideration.
Sincerely,

Russell G. Mawby
Chair, Learning to Give
cc:

Philip Kearney
Robert S. Collier
bcc: Kathryn Agard

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                    <text>THE SUGGESTED DRAFT “ENDORSEMENT LETTER”

[Letterhead]
[Date]
Dr. Russell G. Mawby
Chairman Emeritus
W.K. Kellogg Foundation
C/O The Learning to Give Program
630 Harvey Street
Muskegon, MI 49442-2398
Dear Dr. Mawby:
The Center for Civic Education is pleased to offer its endorsement of the Learning to Give
project.
The project’s goal of providing young people with a program to teach them the historic
role and intrinsic value of America’ independent, not-for-profit sector and the importance
of philanthropy—giving of one’ wealth, time and talent for the common good—is most
laudable.
We are impressed with the breadth and depth of diverse experiences represented in the
Project Steering Committee, and the progress that the project has made to date.
We also are gratified to see that the major work of the project, developing a full array of
lesson plans over the K-12 spectrum and the field testing of those lesson plans, involves
practicing classroom teachers.
An important future step will be realization of the project’s goal of making the lesson
plans available free of charge to other teachers. We wish you success in your efforts to
seek corporate support to that end.
With best wishes for continuing success,
Sincerely,

Charles N. Quigley
Executive Director

�</text>
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                    <text>THE SUGGESTED DRAFT “ENDORSEMENT LETTER”

[Letterhead]
[Date]
Dr. Russell G. Mawby
Chairman Emeritus
W.K. Kellogg Foundation
C/O The Learning to Give Program
630 Harvey Street
Muskegon, MI 49442-2398
Dear Dr. Mawby:
Educators for Social Responsibility is pleased to offer its endorsement of the Learning to
Give project.
The project’s goal of providing young people with a program to teach them the historic
role and intrinsic value of America’ independent, not-for-profit sector and the importance
of philanthropy—giving of one’ wealth, time and talent for the common good—is most
laudable.
We are impressed with the breadth and depth of diverse experiences represented in the
Project Steering Committee, and the progress that the project has made to date.
We also are gratified to see that the major work of the project, developing a full array of
lesson plans over the K-12 spectrum and the field testing of those lesson plans, involves
practicing classroom teachers.
An important future step will be realization of the project’s goal of making the lesson
plans available free of charge to other teachers. We wish you success in your efforts to
seek corporate support to that end.
With best wishes for continuing success,
Sincerely,

Larry Dieringer
Executive Director]

�</text>
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                    <text>The Learning To Give Project
The Council of Michigan Foundations (CMF) and a consortium of nonprofit
organizations, governmental agencies and businesses in 1997 began an innovative project
to counteract the decline of civic involvement by targeting young people with a program
to teach them the historic role and intrinsic value of America’s independent, not-forprofit sector and the importance of philanthropy–giving of one’s wealth, time and talent
for the common good.
With major funding from the W.K. Kellogg, Ford and Ewing Marion Kauffman
Foundations, the Lilly Endowment and anonymous donors, CMF created “Learning to
Give” as a voluntary K-12 education in philanthropy initiative. Quietly and with little
fanfare the project has been developed with the help of K-12 classroom teachers and
field-tested throughout the nation. So far, more than 550 lesson plans have been written
by teachers working on a volunteer basis.
The initiative represents a significant advancement beyond existing service-learning
programs and social science curriculum already in public schools. It includes wideranging content about the independent sector previously missing from the servicelearning movement and the core K-12 academic curriculum. The initiative’s subject
matter is interwoven with history, geography, government and economics. But more is
involved. Without the Initiative, students might never be directly exposed to the role of
volunteers in building a civil society–-or even why having a civil society is important.
Students in the Learning to Give Initiative learn not only how to give of their time and
talent, but also the past, present and future importance of participating in the common
good.
Importantly, the Initiative has embraced the latest in Internet technology to expand and
reach our nation’s teachers, students, family and volunteers. Through its website
(www.Learningtogive.org), teachers across the nation, free of charge, can access and then
directly download the Project curriculum, lessons and resource materials.
The Initiative has been guided in its initial phase by a volunteer steering committee.
While incubated in Michigan, the initiative has ensured that its steering committee
members bring important national perspectives in their areas of expertise. Committee
members include individuals from national and regional foundations, national and state
councils for social studies, national and regional business interests and corporations,
classroom teachers and administrators, the National Board for Professional Teaching
Standards, the Michigan State Board and Department of Education, and faculty from
centers on philanthropy at Indiana University, Grand Valley State University (Michigan),
Case Western Reserve University and the University of Missouri in Kansas City.
More information on the project is available by contacting Learning to Give, 630 Harvey
Street, Muskegon, MI 49442-2398, and Telephone 231-767-7206 or by visiting our
website at www.Learningtogive.org.

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                    <text>[Project Letterhead]
[Date]
Larry Deiringer
Execuitve Director
Educators for Social Responsibility
23 Garden Street
Cambridge, MA 02138
Dear Mr. Deiringer:
I am writing to follow-up on the recent telephone conversation Phil Kearney had with you about
the Learning to Give program and our request for Educators for Social Responsibility
endorsement of the effort. As Phil explained, the program is a joint effort of the Council of
Michigan Foundations and a consortium of non-profit organizations, governmental agencies and
businesses. I serve as a member of the project Steering Committee and am writing on behalf of
our committee chair, Russell Mawby, who currently is traveling out of state.
To date the project has received its major funding from twelve different sources—including the
W.K. Kellogg, Ford, and Ewing Marion Kaufmann Foundations, and the Lilly Endowment.
The project is now at a point where it needs to seek additional foundation and corporate support
to allow it to move from its research and design phase into a nationally available program. A
very important step in building a successful funding strategy—particularly in approaching
potential corporate givers—is to have the support and endorsement of major national education
organizations such as Educators for Social Responsibility.
It would be immensely helpful to the success of our funding strategy and the project if we could
receive the endorsement of the ESR. I hope that you will be able to respond positively to our
request. I have enclosed a suggested letter of endorsement for your consideration. Please feel
free to use it, adapt it in the way that you see fit or, of course, develop your own letter.
I also have included an overview of the Learning to Give project and a listing of the members of
the Steering Committee. Phil Kearney would be happy to provide any additional information that
might be helpful. You can reach Phil directly by telephone at 734-662-4637 or by e-mail at
philipk@umich.edu.
Thank you for your time and consideration.
Sincerely,

Robert S. Collier
President
Council of Michigan Foundations
cc: Philip Kearney
bcc: Kathryn Agard

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                    <text>THE SUGGESTED DRAFT “ENDORSEMENT LETTER”

[Letterhead]
[Date]
Dr. Russell G. Mawby
Chairman Emeritus
W.K. Kellogg Foundation
C/O The Learning to Give Program
630 Harvey Street
Muskegon, MI 49442-2398
Dear Dr. Mawby:
The National Council for the Social Studies is pleased to offer its endorsement of the
Learning to Give project.
The project’s goal of providing young people with a program to teach them the historic
role and intrinsic value of America’ independent, not-for-profit sector and the importance
of philanthropy—giving of one’ wealth, time and talent for the common good—is most
laudable.
We are impressed with the breadth and depth of diverse experiences represented in the
Project Steering Committee, and the progress that the project has made to date.
We also are gratified to see that the major work of the project, developing a full array of
lesson plans over the K-12 spectrum and the field testing of those lesson plans, involves
practicing classroom teachers.
An important future step will be realization of the project’s goal of making the lesson
plans available free of charge to other teachers. We wish you success in your efforts to
seek corporate support to that end.
With best wishes for continuing success,
Sincerely,

Susan Griffin
Executive Director
[or Susan Adler or Adrian Davis
President]

�</text>
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                    <text>[Project Letterhead]
[Date]
Susan Griffin
Executive Director
National Council for
the Social Studies
3501 Newark Street, NW
Washington, DC 20016
Dear Ms. Griffin:
I am writing to follow-up on the telephone conversation Phil Kearney had with you and Adrian
Davis about the Learning to Give program and our request for NCSS endorsement of the effort.
As Phil explained, the program is a joint effort of the Council of Michigan Foundations and a
consortium of non-profit organizations, governmental agencies and businesses. I serve as a
member of the project Steering Committee and am writing on behalf of our committee chair,
Russell Mawby, who currently is traveling out of state.
To date the project has received its major funding from twelve different sources—including the
Kellogg, Ford, and Kaufmann Foundations, and the Lilly Endowment.
The project is now at a point where it needs to seek additional foundation and corporate support
to allow it to move from its research and design phase into a nationally available program. A
very important step in building a successful funding strategy—particularly in approaching
potential corporate givers—is to have the support and endorsement of major national education
organizations such as the NCSS.
As you suggested, Phil has been in touch with Anna Post of your staff and, in addition to this
letter, we will be following the procedures outlined by Ms. Post to move our request forward.
It would be immensely helpful to the success of our funding strategy and the project if we could
receive the endorsement of the NCSS. I hope that you will be able to respond positively to our
request. I have enclosed a suggested letter of endorsement for your consideration. Please feel
free to use it, adapt it in the way that you see fit or, of course, develop your own letter.
Thank you for your time and consideration.
Sincerely,

Robert S. Collier
President
Council of Michigan Foundations
cc:

Adrian Davis
Philip Kearney
bcc: Kathryn Agard

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                    <text>THE SUGGESTED DRAFT “ENDORSEMENT LETTER”

[Letterhead]
[Date]
Dr. Russell G. Mawby
Chairman Emeritus
W.K. Kellogg Foundation
C/O The Learning to Give Program
630 Harvey Street
Muskegon, MI 49442-2398
Dear Dr. Mawby:
The Social Science Education Consortium is pleased to offer its endorsement of the
Learning to Give project.
The project’s goal of providing young people with a program to teach them the historic
role and intrinsic value of America’ independent, not-for-profit sector and the importance
of philanthropy—giving of one’ wealth, time and talent for the common good—is most
laudable.
We are impressed with the breadth and depth of diverse experiences represented in the
Project Steering Committee, and the progress that the project has made to date.
We also are gratified to see that the major work of the project, developing a full array of
lesson plans over the K-12 spectrum and the field testing of those lesson plans, involves
practicing classroom teachers.
An important future step will be realization of the project’s goal of making the lesson
plans available free of charge to other teachers. We wish you success in your efforts to
seek corporate support to that end.
With best wishes for continuing success,
Sincerely,

James Davis
Executive Director

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                    <text>[Project Letterhead]
[Date]
James Davis
Executive Director
Social Science Education Consortium
PO Box 21270
Boulder, CO 80308-4270
Dear Mr. Davis:
I am writing to follow-up on the recent telephone conversation Phil Kearney had with you about
the Learning to Give program and our request for the Social Science Education Consortium
endorsement of the effort. As Phil explained, the program is a joint effort of the Council of
Michigan Foundations and a consortium of non-profit organizations, governmental agencies and
businesses. I serve as a member of the project Steering Committee and am writing on behalf of
our committee chair, Russell Mawby, who currently is traveling out of state.
To date the project has received its major funding from twelve different sources—including the
W.K. Kellogg, Ford, and Ewing Marion Kaufmann Foundations, and the Lilly Endowment.
The project is now at a point where it needs to seek additional foundation and corporate support
to allow it to move from its research and design phase into a nationally available program. A
very important step in building a successful funding strategy—particularly in approaching
potential corporate givers—is to have the support and endorsement of major national education
organizations such as the Social Science Education Consortium.
It would be immensely helpful to the success of our funding strategy and the project if we could
receive the endorsement of the Social Science Education Consortium. I hope that you will be
able to respond positively to our request. I have enclosed a suggested letter of endorsement for
your consideration. Please feel free to use it, adapt it in the way that you see fit or, of course,
develop your own letter.
I also have included an overview of the Learning to Give project and a listing of the members of
the Steering Committee. Phil Kearney would be happy to provide any additional information that
might be helpful. You can reach Phil directly by telephone at 734-662-4637 or by e-mail at
philipk@umich.edu.
Thank you for your time and consideration.
Sincerely,

Robert S. Collier
President
Council of Michigan Foundations
cc: Philip Kearney
bcc: Kathryn Agard

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                    <text>Evaluation: Quality/Impact/Civic Value
The Learning to Give Initiative is committed to quality and to evaluation on multiple levels.
Policy, Evaluation Design, Oversight, and Reporting
The evaluation of the Initiative and its impact is guided by a volunteer-led committee that meets at least
two times per year. The committee is composed of seasoned professionals from the nonprofit sector,
community leadership, and education. The committee reports, both verbally and in writing, on the progress
of the project, “lessons learned”, and with interim evaluations to the Steering Committee twice per year.
Quality Assurance Protocols
Evaluation within the lesson development protocols occur at each stage of development.
Student learning benchmarks have been developed using a Delphi research process involving national
philanthropic leaders. The research results were then reviewed by over forty K-12 classroom teachers and
refined for age appropriate expectations. The benchmarks were presented to and approved by the Project
Steering Committee.
Individual units and classroom lessons are written to a standard template that includes authentic assessment
guidance of student learning, and rubrics for scoring. The lessons/unit structure and teaching process are
reviewed by two experienced educators prior to piloting the lessons.
Each lesson is reviewed by an Independent Fairness Review Committee composed of representatives from
various points of view-ethnic, geographic, cultural-under the guidance of an outside psychomatrician.
Each lesson is then piloted in the authoring teachers’ own classroom. Following any revisions made by the
author, each lesson is then sent out to five other volunteer teachers for a “blind review”. A written
evaluation of the lesson provided on a standardized review form is sent to the outside psychomatrician to
assess the usefulness. In addition, student work created as a result of the lessons taught in the field-tests
will begin to be collected starting in the fall of 2001.
Standardized Testing of Student Learning
Standardized tests of student learning at grades 5, 8, and 11 are under development. The testing instrument
has been designed by the teachers, and the initial questions have been drafted. During the next two years
the standardized tests will be developed according to educational testing industry standards. This will
allow a teacher to compare their students’ work with others across the nation.
To assure the initial validity of the tests, 20 school buildings (5 per grade level: K-2, 3-5, 6-8, and 9-12) are
being recruited. These pilot schools are committing to teaching the lessons at each grade level over a
period of time. This provides the opportunity to assess the articulation of the lessons from grade to grade,
and to review the student retention of the philanthropy material. The piloting phase is beginning in January
2001.
Independent Outside Evaluation
The Initiative is being evaluated on three year cycles (1997-2000 and 2000-2003) by a team from Michigan
State University. The evaluation utilizes multiple strategies that provide for inter-rater reliability
comparisons on issues of judgement/opinion. The team members and strategies are:
Dr. Diane Zimmerman, University Outreach, Stakeholder Interviews: the first interviews of expectations
were completed in 1998. The second round of interviews will occur in 2001.
Dr. Brian Silver, Public Policy Research: survey research of participating teachers. The surveys are
completed as a baseline when the teacher enters their first summer professional development institute, and
then are repeated bi-annually.
Dr. Mark Wilson, Geography and Economics Professor: quarterly reflective journals on specific research
questions from the teachers involved.

�Dr. Robert Floden, College of Education: analysis and evaluation of student generated work (K-12) from
the pilot schools, and field-test teachers, this will include video-taping of student projects. In addition there
is an option for onsite observation of the teaching of some of the lessons in the pilot school classrooms.
Dr. Thomas Hirsch (independent consultant and psychomatrician): pilot site teacher evaluations of student
achievement and articulation between grade levels.
Outcomes
Staff of the Initiative report on the “countables” related to outcomes and products. These numbers are
reported by function to the Steering Committee two times per year.
The number of units and lessons
Number of benchmarks that have a sample lesson
Number of social studies and English language arts benchmarks covered by a lesson
Number and topic of briefing papers
Number of hits on the website
Number of teachers, types of teachers, attending the summer institutes
Number of teacher meetings
Any new publications etc.
Impact
Journals, survey instruments, teacher meetings, and field-test forms are all used as avenues to collect
teacher observations on the impact of the lessons on the students.
Since the Initiative is only three years old, and the initial lessons have only been online for two years, its
difficult to measure whether this K-12 oriented education will have a long term impact on civil society two
decades hence. As secondary measurements, the evaluation team is considering a survey form that asks
high school juniors and seniors about their future intent to become involved in their community.

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                    <text>K-12 Education in Philanthropy Project
Evaluation Report: Journals Round 4
Fall 1999
Mark Wilson, Ph.D.
Michigan State University
The K-12 Education in Philanthropy Project engages teachers from across the state in the
development of educational programs and materials. As part of the evaluation process we ask
teachers periodically to write about their experiences. The aim of the journals is twofold, first, to
capture feedback from teachers about the process and content of their work, and second, to
provide an opportunity for participants to reflect on the progress of the project. The journals
provide a chronicle for us to understand the progress of the project, as well as to identify the
factors important to its success.
Round 4 asks 5 questions, all seeking written comments. In addition, Round 4 surveyed existing
and joining teachers, with one similar questions directed to each group and remaining questions
targeted to the experiences of the Matrix and Summer teachers. Responses came from 29 Matrix
teachers and 19 Summer teachers. The questions and a summary of responses are detailed in this
report.

Q1. After all your efforts, what most excites you about your experience in the Project?
The responses to this question can be organized into three themes. First, and most significant, is
excitement about the experience and reaction of students. The positive feedback from students,
and the opportunity to shape a caring society, emerges strongly from teacher responses.
Comments include:
"I am excited when I see in my classroom, in the hallways, in gym or the
playground random acts of philanthropy"
"The possibility of discovering 'the philanthropist within' each child and
nurturing the thinking and development of life long philanthropists"
A second theme is the personal satisfaction gained from the project, with teachers citing their
own learning and professional development. The sense of creating something new and different
is noted, and the process it self was mentioned by several as being exciting. Teachers expressed
satisfaction and a sense of achievement as scholars in their own right. Part of this satisfaction
emerges from the collegiality of the group and the opportunity to engage in an intellectual
activity with a range of colleagues and professionals. Teacher comments include:

1

�"The learning! I have acquired so much new knowledge about
curriculum/assessment writing, philanthropy, and computers!"
"Professionally, it has been very validating to b a part of such a cutting edge
endeavor."
"The opportunity to work with a variety of teachers from all over the State and to
share experiences and teaching experiences."
The third theme clearly expressed is pride, pride in the achievement of the project and the
distance covered since the project began. Common to most responses is a sense of
accomplishment, and satisfaction in producing quality lessons and classroom materials.
The sense of pride is captured by comments such as:
"Being part of a team producing a quality product."
"Seeing all of our handiwork come to fruition! The lessons on the website are
very professional and it is an honor to have our lessons on the website."
"The fact that we are doing this - that we are creating a curriculum to improve
our own society and to ensure that 'philanthropy' grows within our youth."
A similar question was asked of the teachers joining the program in summer 1999. This
group responded to "What most excites you about participation in the Project?"
Responses can be grouped into two categories. First is the subject matter, which drew
teachers eager to make a difference in their students' lives and to their community. Most
common is belief in making a more philanthropic society. Responses include:
"I love the idea of a more philanthropic society."
"I believe in the project."
"Implementation of philanthropic ideals throughout the curriculum and my
specific classroom."
Teaching students to be a part of a whole community."
A second stream of comments is associated with the personal growth afforded by the
Project, and the challenge of being involved with a committed team. Involvement in an
active team is valued, as is appreciation for being involved in the start of a major
initiative. Many of the Summer teachers seem to appreciate the project as much for its
process and challenge as for the content on philanthropy.
"Being involved with a dynamic group of individuals who CAN make a difference
in students."

2

�"I'm most excited about thew collaborative nature of this project and the
effectiveness of development in the progression of the project."
"The people involved!!"
"Personal growth. Have already gained a great deal, but feel I still have a lot to
learn. I look forward to growth through implementation of the lessons and
community experiences along with being part of such a dynamic team."
Additional comments included one teacher's sense of being validated by the Project's
work, while another saw opportunities to connect with their students, who wanted to
know more about philanthropy. One teacher also appreciated the stipend offered for their
work.

Q2a. What factors have been most important to your success in the Project?
This question was directed to the matrix teachers. Responses to this question are grouped
around four themes. The most commonly cited factor is the leadership of Kathy Agard
and Terry Robidoux. Teachers were highly positive and appreciative of the Project's
leadership; one person noted with regret that the growth of the project meant less
interaction with the leadership. Comments include:
"Assistance from Kathy and Terry who have always been there to support us
through the project."
"A well planned and organized project with a vision."
"The extreme patience of Terry and Kathy."
"The determination of the leadership to make this a reality."
"The curriculum guidance provided by Terry."
Equally significant in the responses is recognition of the role of colleagues and peers.
The community created by the Project is strongly endorsed as a reason for success.
Teachers noted the personal, academic, and group nature of their friendships and working
relationships.
"The partnerships/friendships formed with other teachers."
"My success n the project was working with great teachers."
A third factor for success is the training received by teachers, both in terms of content on
nonprofit matters and training in use of computers. While training was mentioned by a
number of the teachers, only three specified computer training. This is significant as

3

�computer issues were prominent during the early stages of the project, but now seem to
recede as this group completes its work. Comments on training include:
"Opportunities for additional learning."
"Learning background of philanthropic behavior in America."
"The training and peer support."
"Materials that have introduced us to the various concepts of philanthropy."
"The training we received over two intensive years."
The final factor noted by a number of teachers is release time to allow them to participate
and work on the Project.

Q2b. How supportive is your school of your participation in the program? Did you
make any agreements with your school about time and resources for the project?
The Summer teachers were asked about their experience with their schools. In general,
teachers felt some support, although the range is extensive, from grudging support to
major recognition of the efforts involved. Teachers seeing their schools as positive note:
“Very supportive – my teaching load has been adjusted for me to be able to
further implement our existing program.”
“My administrator is highly supportive. She has given me carte blanche with
time and school resources.”
“Principal has agreed to 3 release days”
“Verbally supportive – but I have not seen much active interest or concern.”
“They are supportive as long as I continue to maintain the standards and
benchmarks of the MEAP.”
An equal number of teachers find some reticence, or lack of interest from their
administrators, expressing concern for the demands of the project on the school, to being
unaware of the role of philanthropy. Comments on this experience include:
“My district is somewhat supportive.”
“They are curious, but wondering what this is all about. Is it to last? Where did
it come from? Why another thing to MEAP? Kids aren’t getting basics down –
how will they find time for this new thing?”

4

�“They take a ‘hands off’position in supporting me. While honoring my
participation, application beyond my own realm has not yet been supported.”
“Right now the school is basically unaware that we even participated. Have had
informal discussions with the superintendent but did not understand that
participation in the summer program might have implications for district
resources in the future.”

Q3a. Would you recommend any changes in process or content to assist teachers
joining the project this year?
Many of the matrix teachers did not see any reason to change the project or its methods.
A number agreed that problems that arose at the start have been resolved and
improvements implemented. Among the suggestions made, clear direction and
expectations were listed by several of the teachers:
“Just make sure lines of communication are open and frequent contact is made.”
“Provide/review how lessons can be developed by going from assessment to
objectives.”
“A clear set of expectations and timeframe is critical.”
“Make a lesson planner toolkit.”

A number of existing project activities is endorsed for future years:
“The Summer Institute was an excellent way to bring in the new teachers.”
They should have opportunity to attend a conference on philanthropy like October
1997.”
“I’m sure the content standards and templates has really made a big difference.”
“How do you present all that has been done thus far? Do people realize how far
we have come since the project was conceived?”

As has been noted in past journals, less reading and more time for interaction and
collaboration has a high priority:
“More time to work together on developing curriculum.”

5

�“I am just inundated with the paper and reading material and rarely (ie. Never)
refer to them.”

Q3b. How effective are the meetings, and how important are they to the mission of
the project?
The Summer teachers were asked about meetings and their importance for the project.
Several noted that it was their first meeting, but the consensus was that the meetings were
useful and constructive. The response to the meetings was positive, with many seeing
them as a core activity of the project. Among the comments are:
“The meetings keep my ideas flowing and provide some hope.”
“The meetings are wonderful. Very nurturing of the teachers soul. Giving and
fulfilling to people who empty themselves on a regular basis.”
“Very effective from the standpoint of communication of new information and
guidance on how to proceed with lesson plans.”
“Meetings renew interest and commitment, therefore they are crucial to success.”
“The Summer Institute have us a great deal of information and the foundation to
begin implementing philanthropy in the curriculum. Meeting again in September
was important because it brought us back on track.”

Q4a. How have your students responded to the lessons you have tested to date?
All teachers report that their students have been interested in the material and excited by
the ideas presented in class. No teacher reported any problems or resistance, and several
noted how their lessons have encouraged students to become involved in their
communities, to practice what they have been learning. Comments on classroom
responses include:
“My students have loved being involved in philanthropy.”
“Very well – I have piloted four units – I made revisions as a result of the piloting
– but generally student reaction has been very positive.”
“Interested and sometimes surprised at the connection of philanthropy to their
lives and what they are learning.”
“My enthusiasm is passed onto them and I see sides of them that I never saw with
my ‘regular’ lessons, such as their hopes, dreams, and priorities.”

6

�“Initially they do not always like them but upon completion are very excited by
the positive feelings and knowledge that they have acquired.”
“They have enjoyed them because my lessons involve service learning which
brings a new aspect to classroom learning.”

Q4b. Can you identify any factors or resources that would assist you as the project
continues (resources, time, structure, information, etc)
The summer teachers were polled about their needs as they work in the project. This
question raised several points, including the call made earlier for more time and for
communication to be maintained between all in the project. Several teachers also called
for more information about how this material fit into MEAP requirements. Some
comments concern current practices that some teachers wish to see continued:
“Time to work with staff to develop lessons/ assessments.”
“I am very concerned about participants and communication being ‘lost’ as we
continue to grow.”
Teachers also made some suggestions of ways they could be helped in their tasks:
“Information to help teachers understand the positive implications for MEAP
scores.”
“Could we have a traveling support person, who would present to each school the
project as my voice is beginning to ring hollow.”

Q5a. How satisfied are you with the recognition and credit you receive for your
work on the project (from project leaders, school colleagues and administration,
students etc.)?
Matrix teachers were asked about their recognition, and while many felt satisfied or very
satisfied by their experience, there was an undercurrent of disappointment about how
their efforts had been received. Different groups provide different levels of feedback and
satisfaction. In general, teachers were satisfied by the response of their students and the
project, but far less satisfied by the reactions from their schools and administration. The
responses address recognition from three groups: project leaders, schools; and students.
Teachers in the project seem very satisfied by the feedback and support given to them by
project leaders. Leaders were seen as responsive and committed to the project and eager
to praise when due. There were several teachers who felt that their work was not
appreciated. Comments on recognition include:

7

�“From the project leaders the recognition is continual.”
“Project leaders – sincere concern and interest.”
“Project leaders have been super!”
“Project leaders = A!”
“Somewhat satisfied from project leaders.”
“Project leaders, quite satisfied – feel wanted/justified.”
“On the project I’ve found Kathy Agard extremely excited about ideas.”
“Project leaders = excellent!”
“I became discouraged when I did not receive feedback from the project leaders.
When I did receive feedback extremely late in the history of the project my
enthusiasm had died.”
“The project leaders are fantastic at giving strokes.”
“Well satisfied.”
The experience with the project contrasts dramatically with recognition from schools.
Teachers felt very little support in most cases, and several noted that they did not feel
their administrators or school districts understood or were interested in their
achievements. Teacher responses included:
“Some fellow teachers question why we want to be involved.”
“School colleagues going from warm reception to tepid.”
“Our team has received some recognition for projects conducted in school. We
would like more support from higher up.”
“School colleagues are interested and supportive. Administration has been pretty
uninvolved and disinterested at the district level. My building principal is
supportive of my plans and activities.”
“The community in which I work and live is apathetic in general – the school
community is passive overall, some colleagues are curious and envious.”
“Our district does not realize the importance of the work we are doing and rarely
acknowledges the accomplishments of the teachers.”

8

�When teachers responded about their students it was always in very positive terms. In
fact for several, it was the most consistent and satisfying element of recognition they
received. Comments about students include;
“My greatest satisfaction has been the fact that my students recognize
philanthropy.”
“Students – consistently high interest.”

Q5b. How confident do you feel using computers? Do you use any of the following
computer functions?: e-mail, world wide web, attached documents, powerpoint.
Given the significant challenges confronted by the Matrix teachers as they used
computers, we also asked the Summer teachers about their computer experience. Even
though only a few years had passed since the Matrix teachers received their computers,
the growth of computer skills in the general population is also evident in project
participants. Computers seem to be far less frustrating to the Summer teachers. In terms
of proficiency, most have some or good proficiency although several noted they barely
knew how to use a computer. Comments about proficiency include:
“Very proficient.”
“Fairly proficient.”
“Just bought my first computer.”
“I am technologically illiterate. Help me!”
“Not very; they are a scary word processing and editing unit!”
The range of proficiencies varies across computer tasks. E-mail seems to be widely used;
the world wide is familiar, although used less than e-mail; and applications such as
attached documents and powerpoint are far less familiar. Comments suggest an openness
to learning about computers and less frustration than exhibited by past groups. Reaction
to this question suggests that further training would be welcome.

9

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                    <text>8/8/00

________________________________________________________________________

K-12 Education in Philanthropy Project
A Project of the Council of Michigan Foundation
A Summary Report of the K-12 Education in
Philanthropy Lessons Field Test

Description
During the 1999-2000 school year the K-12 Education in Philanthropy Project conducted
a field test of 69 lessons involving 236 field test teachers. The grade levels in this field
test ranged from kindergarten to twelfth grade. As part of the field test, teachers were
asked to complete an evaluation form pertaining to their experience with the field test
lesson. This is a summary report of those evaluation forms focusing exclusively on the
21 statements and the teachers’ endorsements relative to those statements.
Each field test teacher was requested to complete an evaluation form. The form gathered
teacher data for three broad areas: the effectiveness and clarity of the lessons, teaching
experience, and familiarity with the subject of philanthropy. Teachers were asked to rate
six statements pertaining to their background in philanthropy, six statements regarding
the unit, and eight statements regarding the lessons. The ratings consisted of an
endorsement ranging from 1 to 5, with 1 representing “Strongly Disagree” and 5
representing “Strongly Agree.” In addition to rating 21 statements using a scaled
response, teachers were asked to complete two open-ended questions by listing specific
positive and negative aspects of the lessons and unit. A copy of the evaluation form is
provided in Appendix A.
Completed evaluation forms were received from 236 teachers. This report is a summary
of those evaluation forms focusing solely on the 21 statements and the teachers
endorsements relative to those statements. The results from this field test are very similar
to those found in the last field test.

Demographics of Sample
The teachers participating in the field test spanned all grade levels and varied widely
teaching experience. One teacher had only 2 years of teaching experience and six
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teachers had 36 years of experience. The respondents’ experience breaks down as
follows: 37.3% having 2 - 10 years experience, 21.6% having 11 - 20 years experience,
28.8% having 21 - 30 years of experience, and 12.3% having 31 - 36 years of experience.
The following graph summarizes this information.

Years of Teaching Experience
40
30
20
10
0

2 to 10

11 to 20

21 to 30

31 to 36

Teachers were asked to classify their schools according to three categories: 1) Urban 2)
Rural 3) Suburban. The result show that a good representation of all three types is found
in the field test sample, but urban schools are the least represented. The actual
breakdowns are:
Urban = 28.0%
Rural = 29.7%
Suburban = 38.6%

Type of School
40
30
20
10
0

Urban

Rural

Suburban

(3.8% of the teachers did not respond to this question.)

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Background in Philanthropy
Most of the teachers in the field test felt that they were familiar with the area of
philanthropy and the topic covered in the lesson they were field-testing. Approximately
three-fourths of the teachers felt that the lessons were complete enough so that they did
not need to conduct additional research prior to using the lesson. It appears from the
results that most of the teachers volunteering for the field test were already including
philanthropic topics in their teaching and had used topics similar to those found in the
lessons. Despite the fact that most of these teachers currently include philanthropy in
their teaching, few found that other teachers in their school had a desire to participate in
this field test.
The results from the ratings of statements 1 - 6 are provided in the following charts. A
rating of “1” corresponds to “Strongly Disagree” and a “5” corresponds to “Strongly
Agree.” The numbers 2 - 4 represent variations of the extremes.

Statement 1. Prior to using this lesson I was very familiar with the area of
Philanthropy.

Statement 1
60%
40%
20%
0%

1

2

3

4

5

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________________________________________________________________________
Statement 2. I was familiar with the lesson topics.

Statement 2
60%
40%
20%
0%

1

2

3

4

5

Statement 3. I did not need to do additional research before conducting the lesson.

Statement 3
40%
30%
20%
10%
0%

1

2

3

4

5

Statement 4. I currently include philanthropic topics in my teaching.

Statement 4
40%
30%
20%
10%
0%

1

2

3

4

5

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________________________________________________________________________
Statement 5. I have used topics similar to those found in this unit/lesson in my
teaching.

Statement 5
30%
20%
10%
0%

1

2

3

4

5

Statement 6. While I was teaching this unit/lesson other teachers expressed a desire
to participate in this field test.

Statement 6
40%
30%
20%
10%
0%

1

2

3

4

5

Appraising the Learning Sequence
The results from the teacher ratings in this section clearly show that the teachers found
the unit/lessons clear and easy to use, producing a cohesive instructional set. Most
teachers felt that the assessments provided useful information and overall, the
unit/lessons were beneficial for the students. Almost 77% of the teachers gave a rating of
4 or 5 when asked if they would use the lesson again in their teaching. This certainly
speaks well for the quality of the unit/lessons.
The results from the teachers’ ratings for the six statements in this section are
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summarized in the charts below. A rating of “1” corresponds to “Strongly Disagree” and
a “5” corresponds to “Strongly Agree.” The numbers 2 - 4 represent variations of the
extremes. Teachers were also given the option of “Not Applicable” (N/A).

Statement 1. I was able to understand and use all of the materials I received.

Statement 1
100%
50%
0%

1

2

3

4

5

N/A

Statement 2. The unit/lesson objectives were clear.

Statement 2
100%
50%
0%

1

2

3

4

5

N/A

Statement 3. The lessons in this unit produced a cohesive set.

Statement 3
100%
50%
0%

1

2

3

4

5

N/A

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6

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________________________________________________________________________
Statement 4. The unit/lesson assessment (when available) provided useful
information.

Statement 4
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

Statement 5. Teaching this unit/lesson was beneficial for my students.

Statement 5
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

Statement 6. I would use this unit/lesson again in my teaching.

Statement 6
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

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7

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________________________________________________________________________

Teaching the Lessons
The results from the teacher ratings indicate that generally, teachers found the objectives
clear and the support materials useful, understandable, and complete. One area of
concern before field-testing was the completeness of the lessons’ instructional
procedures. The teachers who wrote the lessons certainly understood the intent of their
own instructional procedures, but the concern was whether field test teachers with
different experiences and teaching styles would perceive or understand the original intent
of instructional procedures. When presented with a statement addressing this issue
(statement 8) almost 93% rated it 4 or 5, indicating sufficient detail in the instructional
procedures. Most teachers found the lessons’ grade levels appropriate and felt that their
students found the lessons interesting.
Statement 14 was intentionally worded so teachers would have to circle a low scale
number to show that the lessons were clear, which was the opposite of statement 7. This
was done to ensure that teachers were reading each of the statements and rating them
individually rather than simply “circling all the 5s” without carefully reading the
statements. The results for statement 14 indicate that teachers were taking the time to
read the statements. Nearly 88% of the teachers disagreed that lessons were confusing,
and when compared with statement 7 where almost 95% of the teachers agreed that the
lessons were clear, demonstrating a consistency in the ratings.
The results from the ratings of statements 7 - 15 are summarized in the graphs below. A
rating of “1” corresponds to “Strongly Disagree” and a “5” corresponds to “Strongly
Agree.” The numbers 2 - 4 represent variations of the extremes. Teachers were also
given the option of “Not Applicable” (N/A).

Statement 7. The unit/lesson objectives were clear.

Statement 7
100%
50%
0%

1

2

3

4

5

N/A

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8

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Statement 8. The outline of the instructional procedures provided sufficient detail.

Statement 8
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

5

N/A

Statement 9. The support materials were useful..

Statement 9
60%
40%
20%
0%

1

2

3

4

Statement 10. The support materials were easily understandable.

Statement 10
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

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Statement 11. The support materials were complete.

Statement 11
60%
40%
20%
0%

1

2

3

4

5

N/A

Statement 12. The lesson assignments provided useful information.

Statement 12
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

Statement 13. The lessons were grade appropriate.

Statement 13
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

___________________________________________________________________________________
10

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________________________________________________________________________
Statement 14. I found the lessons confusing and hard to follow.

Statement 14
80%
60%
40%
20%
0%

1

2

3

4

5

N/A

Statement 15. My students found the lessons interesting.

Statement 15
60%
40%
20%
0%

1

2

3

4

5

N/A

Summary
The results from the evaluation forms used in the 1999-2000 field test are very similar to
those found in the 1998 - 1999 field test, thus giving strong support for the quality of the
lessons. As with all summative information, it must be noted that some teachers did not
consider the lessons clear or useful in their classroom. Some did not find the procedural
instruction complete and others did not plan to use these lessons again in the teaching.
Overall, the results show that most teachers considered the lessons to be of high quality,
with clear and understandable instructions. Most teachers felt that the supporting
materials were sufficient and easily understandable.

___________________________________________________________________________________
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________________________________________________________________________

Conclusions
•
•
•
•

The units and lessons were judged to be of high quality
The units and lessons were judged interesting and beneficial to students
The lessons were constructed clearly and were easy to execute
Field test teachers doubted that their colleagues would be willing to field test
the material.

___________________________________________________________________________________
12

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                    <text>K-12 Education in Philanthropy Project
Evaluation Report: Journals Round 6
Summer 2000
Mark Wilson, Ph.D.
Michigan State University
The K-12 Education in Philanthropy Project engages teachers from across the state in the
development of educational programs and materials. As part of the evaluation process we ask
teachers periodically to write about their experiences. The aim of the journals is twofold, first, to
capture feedback from teachers about the process and content of their work, and second, to
provide an opportunity for participants to reflect on the progress of the project. The journals
provide a chronicle for us to understand the progress of the project, as well as to identify the
factors important to its success.
Round 6 asks five questions, four seeking written comments and one scaled response to
questions about computer literacy. In addition, Round 6 surveyed three groups: 1) the Summer
Institute participants (21 responses); 2) the Kansas City program (22 responses); and 3) the
Berrien Springs group of teachers (13 responses). The questions and a summary of responses are
detailed in this report.

Q1. What prompted you to participate in the K12 Education in Philanthropy Project?
This question sought motivations for participation in the Project. Responses can be placed into
three groups: 1) community commitment; 2) professional expertise; and 3) further education.
Each of these groups of responses is discussed below, including differences between the three
Project events.
First, the most common motivation for teachers is their interest in serving their community and
developing a sense of commitment to community in their students. This response was strongest
in the Kansas City group (two-thirds noted this interest) but also important for the other groups,
with over half of the teachers in each group citing a commitment to community. Teacher
comments included:
“I feel a tremendous sense of pride and satisfaction involving myself and students
[in community projects]. I have a passion for this and want to make a lifelong
difference in other’s lives.”
“I want to get kids involved in changing our negative world.”
“I would like to begin to explore ways to help children become lifelong ‘givers’
rather than lifelong ‘takers’.”

1

�“I feel we all improve ourselves and those we deal with by giving back.”
“Young people need to have meaning in their school experiences.”
Second, many teachers saw the Project as a way to gain professional expertise and to develop
their teaching and curriculum development skills. For example:
“I am interested in the connection between themes in a philanthropic curriculum
and hands on application in a drama/public speaking/video setting.”
“This was one way to begin to think about teaching the Core Democratic
Values.”
“To gain more experience that will help me as a professional in the future.”
“I wanted to learn and practice lesson plan/unit plan structures that utilize a
service learning methodology.”
“My concern about how my community was addressing the needs of people who
were not in the ‘mainstream’ economically.”
“I want to know how to do a better job of making service learning a priority.”
“I wanted to learn ways to incorporate the fine arts into my classroom. The
philanthropy aspect was an added bonus to bring more awareness into my
community of giving instead of expecting.”

The third motivation, noted by several teachers, was to learn more about philanthropy, such as:
“To learn more about philanthropy work and how to incorporate it better into my
curriculum.”
“I want to learn more about how the philanthropic sector works in our society.”

Q2. What are the professional and personal goals you would like to achieve through
the Project?
Teachers were asked about their professional and personal goals for participating in the
project. Professional goals predominated in responses, and can be divided into:1)
incorporating philanthropy; 2) teaching and curriculum; and 3) citizenship. No distinct
patterns emerged across the three groups in their responses to this question.

2

�The desire to incorporate philanthropy into the curriculum was noted by most of the
teachers as a major goal of their participation in the Project. Comments include:
“To help classes connect to their community.”
“I want to learn how to incorporate service learning in the classroom and involve
students in the project.”
“To increase my knowledge so that I can continue to motivate and make a
difference in the lives of my students.”
Many teachers were also eager to learn more about teaching as a craft and profession, and
to develop new skills around teaching and curriculum development.
“I would like to become a better teacher.”
“Confidence in the implementation of service learning.”
“To become more familiar with benchmarks in curriculum and to network with
other educators.”
“I am hoping to gain techniques/strategies on how to teach the concept of
philanthropy to my students so that they may become lifelong contributors to their
communities.”
“I would like to acquire more ideas and lesson plans to use with my class.”
“Gaining new techniques keeps the teaching process new and exciting.”
“Have more opportunities, experience, and credentials for doing in-service
training.”

The third professional motivation was an interest in citizenship:
“To become better acquainted with ways to promote community service projects
in my neighborhood and my school.”
“I hope to meet others who can widen my spectrum of volunteerism, not only for
my students but myself.”
”Be a productive citizen of society doing God’s will as my focus in life.”
“I would like to become a better citizen and become more involved with the
community.”

3

�Personal goals varied across many interests, including the development of networks,
being energized about teaching, personal growth, and further educations. Among the
comments for this question are:
“Increase personal knowledge on history of philanthropy.”
“Re-energize myself.”
“Earn college credit.”
“Have fun and learn!”
“By helping others in the community (and our children) I feel a great self worth
and sense of making a difference in the lives of others.”
“I am looking at retirement . . . and see community service as a possible second
career opportunity.”
“A direction for me in volunteer work for the community, especially in
retirement.”
“Get ideas on how to implement philanthropy in my life through church and
family.”
“Personally, I hope to physically survive this very intense institute.”

Q3. How supportive is your school of your participation in the Program? Did you
make any agreements with your school about time and resources for the Project?
Across all projects, teachers generally report that their schools are very supportive of
their participation and the goals for the project. A number of teachers noted the
availability of resources and release time for their projects. In some cases teachers are
expected to report on their experience or to train other teachers. There are several cases
where the school has little knowledge of the Project or provides only weak support.
Unlike the initial years of the project, the issues of release time and resource availability
are not raised as major points. Participants seem not to expect significant levels of
release time for participation, although this survey was conducted during Summer 2000
before the start of the school year. Among the comments on this question are:
“My Principal went to this Program last year and recommended it.”
“Very supportive. They would like me to take my knowledge and get others at my
school fired up about this and help them implement it into their classrooms.”
“School is very supportive. Funds are available.”

4

�“Very supportive. The upper level team in my building is interested in
implementing this project into our Social Studies instructions.”
“Very supportive on my participation. Now . . . we will see how supportive they
will be about implementing this program.”
“My school sees this as a wonderful avenue to draw people together.”
“I agreed that come August that I would share what I have learned with other
colleagues during an in-service day.”
“My principal agreed to three release days next year and to a staff development
presentation.

Several teachers raised points of caution about their participation:
“Very supportive at the administrative level, however, other teachers at my
school are less enthused by the philosophy of the Project.”
“My principal is cautiously supportive.”
“I had to explain to my administrator why I wanted to come and how I felt it
would be helpful.”

Q4. Can you identify any factors or resources that would assist you as the project
continues (resources, time, structure, information, etc)?
Additional needs were identified by approximately half of the teachers, falling into categories of:
1) time/release time; 2) project advocacy; 3) education resources. As the survey was conducted
at the start of each program there was also some uncertainty about needs, while some of the
identified needs are already well met by existing Project resources.
As with past surveys of participants, time is always a valued commodity that is in short supply.
Unlike past years, release time was not always requested but the need for time was
acknowledged. Comments on this aspect include:
“Time to plan and connect with partner.”
“Release time to organize and discuss what we’re experiencing in the
classroom.”

5

�Several teachers identified a need for communication with principals, schools, and the
community about the goals and purpose of the project, such as:
“Principals need training. Superintendents should be made aware.”
“Inform the principal, and superintendent, and the board for support.”
Education resources includes:
“Lesson plans to try in the room.”
“Specific examples of lessons.”
“1) On-line resources; 2) workshops; 3) continued correspondence with
facilitators.”
“Appropriate literature lists.”

Q5. How much experience do you have using any of the following computer functions?
Computers have always been an essential element of the Project, providing significant
technology for research, communication and lesson preparation, as well as being the source of
some frustration for some teachers. Each year, greater computer facility is reported by teachers
participating in the project. For the most recent group in general, teachers appear to be
experienced in their use of e-mail and the World Wide Web. Less experience is reported for
using attached documents and presentation software, such as Powerpoint. Despite the generally
high comfort levels for basic Internet applications, there remain a number of teachers who report
little experience. Of the total group, eight report little experience (1 or 2) with e-mail while 12
report little experience with the World Wide Web. The average response for each computer
application is presented in bold below:

Little/No Experience….Considerable Experience
E-mail

1

2

3

4

5

3.76

World Wide Web

1

2

3

4

5

3.47

Attached documents

1

2

3

4

5

2.33

Presentation software ( eg. Powerpoint)

1

2

3

4

5

2.15

If all computer competencies are summed, for a score out of 20, differences become apparent by
group, with the lowest ratings noted by the Kansas City teachers (10.7/20) followed by the

6

�Summer Institute (11.6/20) and the Berrien Springs group (13.5/20). These findings suggest that
computer assistance may be required by the current members of the Project, with the Kansas City
teachers reporting the lowest levels of experience with computers.

7

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                    <text>Council of Michigan Foundations
K-12 Education in Philanthropy Project
Evaluation Team-Planning Meeting
September 15, 2000
Centennial Room-A
Kellogg Center
Michigan State University
9:00 a.m.-11:00 a.m.
Welcome
Self-Introductions

Bob Church

Review of the Next WKKF Evaluation Questions
Purpose of this Meeting

Kathy Agard

Review the Planned Evaluation Measurements

Dianne Zimmerman

Student Outcomes
Analysis of Student Products-Bob Floden, Leah Kriell
Analysis of MEAP tests
ught
Survey Selected Students
Teacher Outcomes
Survey Research of Project Teachers-Brian Silver
Teacher Quarterly Reflection Journals-Mark Wilson
Onsite Observation of Lessons Being Taught
Development of Evaluation Tool for Teacher-Consultants
Stakeholder Perceptions
Stakeholder Interviews-Bob Church
Ongoing Consultation
Review of Planned Assessment Measurements
Field-testing of lessons
Pilot school process
Standardized test development

Tom Hirsch

Additional Measures
Tracking “deliverables”

Kathy Agard

Discussion of How to Knit the Evaluation Together
Adjourn

�K-12 Education in Philanthropy Project
W.K. Kellogg Foundation Approved
Evaluation Questions

Evaluation Questions
Did the Project achieve its anticipated outcomes?
Does each benchmark have a unit or lesson teaching that item? Did the summer
residential institutes bring 130 new teachers on board?
Are briefing papers published on major topics of the curriculum?
Has a partnership been reached that provides financial support to the Project?
Was further funding received to complete the work of the plan in its full
articulation?
How has the commercialization strategy worked in supporting the Project, and
reaching key audiences directly, as well as through schools?
How did the Project evolve during the implementation in this three-year cycle?
Did the Project emerge as a Standard Setter for philanthropy education?

�Meeting Attendees:
MSU EVALUATION TEAM
Dr. Robert L. Church
University Outreach
Dr. Robert Floden
College of Education
Leah Kriell
College of Education
Patricia P. Miller
University Outreach
Dr. Brian D. Silver
Institute for Public Policy and Social Research
Dr. Mark I. Wilson
Institute for Public Policy and Social Research
Dr. Dianne Zimmerman
University Outreach
K-12 STAFF and ASSESSMENT CONSULTANT
Dr. Kathy Agard
Executive Director
Rita Higgins
Marketing and Public Relations
Barbara Dillbeck
Teacher-in-Residence
Dr. Dennis VanHaitsma
Michigan Representative
Dr. Thomas Hirsch
Assessment and Evaluation Services
Eaton County Intermediate School District
Larry Casler
Student Assessment
Connie Donovan
Career Planning/Service-learning

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                    <text>Evaluation Team-Planning Meeting
Friday, September 15, 2000
Kellogg Center Centennial Room
Lansing, MI

Attendees:

MSU: Bob Church, Bob Floden, Leah Kirell, Brian Silver, Mark Wilson,
Diane Zimmerman,
Eaton County ISD: Connie Donovan, Larry Casler
K-12 Project: Kathy Agard, Barbara Dillbeck, Rita Higgins, Tom Hirsch,
Dennis Van Haitsma

Student Products (Bob Floden, Leah Kirell)
• Pilot Sites
• Project Teachers
• Field-Test Teachers
1. Examples of what students can do
a. Collect
b. Rubric for assessing quality of student work
c. Assess over time
d. How much they can do over time
e. Tie in to Field Tests/ Assessment Tests
f. Evaluate lessons &amp; curriculum
2. For evaluation, paper products preferred. For presentations, video and digital can be
powerful.
3. Need to allow for classroom and group products.
4. Search for exemplary products
5. Collective &amp; Individual Products
6. Many of the things that students are producing are in MEAP-like format
MEAP – Student / Teacher Outcomes
1. Helps address content standards and benchmarks.
2. Point out connections to the Framework &amp; Standards in Michigan
3. Benefit teachers get by having / seeing quality lessons.
4. Analysis of the philanthropy lessons against the SOC benchmarks. Determine how many
are covered by current K-12 lessons
5. Data Display in math.
6. Measuring
a. Deep knowledge
b. Substantive conversation
c. Links beyond the classroom
7. Professional Development Experience for Teachers—Craft of teaching (teachers learn
competencies and become peer educators, as well).
Survey of Selected Students
1. Short survey (some attitudinal piece re: students)
Pilot Schools
Evaluation MeetingK-12 Education in Philanthropy Project

9-15-00

�NEW - School Climate measurement (environment, safety)
• Parent, Student, Teach (Pre &amp; Post / During)
• Must be tracked over time and also track how many of the lessons are being used
• When to survey? Immediately after lesson is taught or later?) Immediacy &amp; “other” variable
issues
• Cautionary Note: Hard to evaluate given no control over numerous other variables.
Teacher Outcomes (Brian Silver)
1. Survey of Project Teachers / Pilot Teachers (Questions will need to be different).
a. Evaluation of recruitment &amp; training
b. Their motivation and commitment
c. Their competencies (journal stories re: their role in their schools)
d. Use of our resources (Web, materials, meetings)
e. Their evaluation of resources
f. Problems/sggestions/feedback
f. overall evaluations
Two Surveys
1. Project
2. Pilot Teachers
a. BOTH MEAP AND TEACHER OUTCOMES - Greater exposure to concepts of
Standards &amp; Benchmarks
Teacher Journals / Quarterly (Mark Wilson)
1. Role of individual
a. Motivation
2. Curriculum
• How developed
• What I liked
• Problems)
3. Student experience (filtered by teachers)
4. School experiencediscover the social context (e.g., lack of administrative support
because finding substitute teachers a problem)
Consider Journal activity for one quarter with Pilot teachers (Journal provides “early
warning” benefits to fine tune Project progress).
Outcome
1. Evidence that curriculum successfully implemented somewhere.

Evaluation MeetingK-12 Education in Philanthropy Project

9-15-00

�Pilot Schools Plans
• Survey start / finish
• Meetings (3x per year)
• Onsite Observation (MSU)
• Essays
•

Survey Current Project Teachers at last K-12 Project Teacher Meeting of School Year)

Stakeholder Perceptions / Stakeholder Interview (Diane Zimmerman)
• 2001
• 2003
Field-Testing Lesson Evaluations (Tom Hirsch)
Discovers questions about the lessons (very positive feedback to date)
Pilot Schools (Tom Hirsch)
• Survey which will focus on evaluating the lessons
• Climate
• Ease of use
• Do teachers use as time goes on?
• Do they go to the Web to get new lessons?
Standardized Test Development for Grades 5, 8 &amp; 11 (Tom Hirsch)
• Less than an hour in length (an add-on)
• How well the curriculum is being taught in the school (Program evaluation)
ISD Feedback
• Links to Service-Learning &amp; Core Curriculum – ease of linking (From Connie Donovan)
• Lansing is ripe for K-12 Project per Larry Casler. Contact Dr. Nino Rodriguez &amp; Sherry
Miller (new deputy principal)

Brian Silver:

Not as much energy / resources into original Project teachers – new focus on the
pilot school evaluations

Use journals to keep the pulse on Project teacher feedback…
Focus on best way to evaluate the Pilots—next phase.
January / February – Meeting to collect Pilot Student Work
Project Teacher Student Work to be collected at similar time frame
Classroom Teacher/Student Video Segments -- MSU Journalism &amp; Communications contacts a
possibility
Tom, Dennis &amp; Barbara will do a list of Pilot School questions, etc. and feed back to whole
group.
Evaluation MeetingK-12 Education in Philanthropy Project

9-15-00

�</text>
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                    <text>K-12 Education in Philanthropy Project
Evaluation Report: Journals Round 5
Spring 2000
Mark Wilson, Ph.D.
Michigan State University
The K-12 Education in Philanthropy Project engages teachers from across the state in the
development of educational programs and materials. As part of the evaluation process we ask
teachers periodically to write about their experiences. The aim of the journals is twofold, first, to
capture feedback from teachers about the process and content of their work, and second, to
provide an opportunity for participants to reflect on the progress of the project. The journals
provide a chronicle for us to understand the progress of the project, as well as to identify the
factors important to its success.
Round 5 asks 4 questions, all seeking written comments. In addition, Round 5 surveyed existing
and joining teachers, with two similar questions directed to each group and remaining questions
targeted to the experiences of the Matrix and Summer teachers. Responses came from 24 Matrix
teachers and 10 Summer teachers. The questions and a summary of responses are detailed in this
report.

Q1. In your students do you see any evidence of their understanding or actions resulting
from the philanthropy elements of the curriculum?
This question was directed to both groups of teachers, with little difference between the
responses. Not surprisingly, the Matrix teachers had implemented their lessons over a longer
period and reported more examples. Teachers report students being interested, excited and
engaged by the lessons on philanthropy. Students are more aware of themselves and their
communities, and their ability to make a contribution to making their schools and neighborhoods
better. Overall, the evidence cited can be listed in several categories.
First, students recognize and use the terms associated with philanthropy, with comments from
teachers such as;
“They understand and use (philanthropy) correctly. They use it appropriately
and apply it to subject areas other than the one they learned it in.”
“Frequently, I hear my students cry out ‘That’s philanthropy’, during the reading
of a piece of literature or an event in history. What pleases me is that I never ‘set
up’ these responses. The students recognize philanthropy quite naturally now.”

1

�“Students are using the term philanthropy. Students understand actions that are
philanthropic.”
“The students are quick to identify examples of philanthropic activity, their own
and others. Some students can identify philanthropy (without prompts) in a
historical context.”
“Students are relating philanthropy (and service learning) to units on economics
and geography. It has become almost routine for many of my students to look for
solutions when confronted with problems.”
“They can point to it on the playground, in the classroom, and at home.”
“..students used the word philanthropy in their writing for the MEAP.”

A second set of achievements relate to students putting philanthropy into action in their schools
and communities:
“My students are actively involved with helping others through fundraising,
donating their time and talent, tutoring, picking up trash, sweeping floors etc.”
“This term 3 students lost their homes to fire but were still willing to help others
by raising dollars for the March of Dimes. They stated that they felt they should
still help because other groups, like the Red Cross, were helping them right now.”
“The students are invariably finding their own ways to implement philanthropy in
their daily lives.”
“There has been an explosion of volunteer activity in the school – many factors
are probably involved – but the lessons on philanthropy are definitely one
factor.”

The third set of factors is broader, associated with students’ own personal development and the
way that understanding philanthropy has shaped personal growth. For example:
“I have students doing very poorly at the middle school level but who are
attending regularly so they will be able to ‘tutor’ their kids and help them.”
“They show a caring attitude – desire to please but also do actions to support
others when we do a philanthropy unit. They quickly forget kind acts unless
repeat lessons are used.”
“Students have learned valuable lessons of life from these lessons.”

2

�“Students are more aware of opportunities to volunteer and also seem to
understand the importance of volunteerism and philanthropy to our society.”
“Students have become involved in YAC – community foundation work. Students
have given much to their community.”
“Respect, caring for one another, sharing concern for others’ safety, happiness,
and general well-being.”

Q2a What stand out as the major lessons learned from the project? (Curriculum
development, computers, philanthropy . . )
The Matrix teachers were asked this question to sum up their overall experience in the project.
Many note that the entire project was significant for many reasons, with the following quotes
capturing common themes:
“The whole process was fascinating to watch as it developed – the group forming
and working hard towards a common goal – the struggle to learn how to use a
computer, develop curriculum and assessment – a very valuable personal and
professional experience.”
“As an educator I have learned so much from the others I have worked with. The
diversity of this group and what it has accomplished underscores the importance
of honoring and valuing a broad diverse population. It is a group rich in talent,
expertise and commitment to a very worthwhile project.”
The responses can be classified into four groups. First, teachers identify their knowledge of
philanthropy as the major lesson from the Project.
“The definition of philanthropy – a deeper understanding of what it is.”
“I have gained a better understanding of how important philanthropy has always
been in my life. I have never identified quite in the same way before.”
“A greater understanding of the nonprofit sector. Namely that it is a viable
career option.”
“Philanthropy has been the medium, therefore much has been learned about
philanthropy.”
Second, the knowledge of computers remains a significant lesson for teachers. After the trials of
learning and using computers and the Internet, the technology is now recognized as an important
element of their learning:
“Learning to use the computer as a user friendly tool.”

3

�“Computers, definitely! I never would have gotten ‘comfortable’ with them
otherwise (I’m really not comfy enough yet!).
“Computers, computer, computer. I had no knowledge of the computer. Now I
am doing much better at locating valuable information. I wish I had more time to
explore.”
“Computer knowledge – great progress made from illiterate to functional.”
“Computers – I was forced to step out of my box.”
“There was no way I could have learned the bare basic computer skills I now
have (without) being assisted in getting my lessons into this format.”
The third set of lessons stems from the process of developing the curriculum, and the
professional development that was integral to the design and implementation of the
project. In addition to the lessons on philanthropy, many teachers valued highly their
ability to understand and develop curriculum and assessment tools. Comments included:
“I have learned to analyze and understand lesson plans 9especially paying
attention to cultural fairness). I have also learned a lot about assessment (how to
write fair questions and organize a ‘standardized’ assessment.)”
“Curriculum development. They teach us in undergrad but when do we ever use
it? This was a great applied teaching tool!”
“I have gained a better understanding of working on and developing
curriculum.”
“It caused me to reevaluate what others were marketing. I now adapt lessons
rather than taking them at face value.”

Q2b Looking back, how do you assess the Summer Institute? Do you have any
recommendations to make for organization or content of future Institutes?
This question was directed to the Summer teachers to learn of their experience with the Summer
Institute several months after its completion. Teacher comments are divided into two groups,
overall assessment, and recommendations for the next institute. In general, all experiences seem
to have been very positive and supportive of the program, with comments such as:
“It was very complete and first class all the way.”
“For me it was a fabulous experience. Well organized and well planned.”

4

�“Philanthropy – I was basically clueless when we started this. Now I know a lot,
and so do my students.”
“Outstanding – it was an inspiring professional experience providing great
learning and collaborative opportunities.”
“Excellent!”
“I learned an awful lot at the Institute.”
In terms of the next seminar there were several suggestions made, usually concerning having
more time for assignments and collaboration. Recommendations include:
“Time to work together to clean up lesson plans and ideas.”
“I would have liked more information/preview about my role as a lesson plan
writer. Had I brought resource/teaching materials with me, I feel I would have
been more productive and efficient.”
“We may need to spend a little more time on presentation technique for nonexperienced presenters.”
“I wish there was more time during the Institute to develop all of the lessons and
units. Too much left undone.”
“Hold back a little content. One day’s worth was overwhelming .. . the week’s
worth became hard to manage.”
“Your way of doing things is incredible, but there’s no-one to even ask for help
near me.”
“I think an (optional0 session on grant writing would be helpful.”

Q3. Do you use the Listserv? How could it be more useful for you?
The Listserv does not seem to receive a lot of attention from teachers or to be a significant part
of the project’s infrastructure. This question was directed to both groups of teachers. Of the
Summer teachers, more than half do not use the system. Several noted that they did not know
how to use it, while others said they did not have the time to access the Internet. For the Summer
teachers, only several made recommendations and comments, suggesting that it will be used
more when lessons are implemented, and that it may be necessary to promote its use. The Matrix
teachers used the Listserv more often, but again the sense was that it was not a central resource.
There seemed to be some confusion in responses, seeing the Listserv as the same as e-mail.

5

�Those who used the Listserv found it valuable when collaborating on lessons or projects, and
note that it is an efficient way to communicate:
“I have used it during the time we were meeting once a month on curriculum and
assessment.”
“The Listserv is great – I could no longer go back to mail or fax. E-mail is the
most efficient use of communication, and Listserv is an even more efficient use of
my time.”
“I use it to reply to other members, but do not readily send information to all
participants.”
“Yes – it saves lots of time.”
The lack of use seems to stem from uncertainty about how the system works and what it should
be used for. While not stated by teachers, the reticence about Listservs may be associated with
the general need for comfort with computers discovered during the first stage of the project.
Comments about use/non-use of listserv include:
“Originally I used it often, but that was before others understood the concept.
Many still do not understand the value of communicating ideas and asking
questions on a Listserv. I think the idea was foreign for the majority of project
members. It would become useful only if more people used it.”
“I do not use except for receiving incoming e-mail messages.”
“I would use the Listserv if I had more examples of appropriate uses for it.
Currently, it seems like the most I know about it is that it shouldn’t be abused.”
“As people get their own e-mail address it may be easier to communicate as it
was hard to get through to MSU.”
“I have used it rarely because I am still not sure of the advantages.”
“It is difficult for me to get online during normal hours.”
The comments on use of the Listserv suggests that it is not well understood as a system, and that
time may be needed at project meetings to discuss how and when to use the Listserv. A second
issue may be problems getting online or not being a regular e-mail user. The value of e-mail, in
particular, depends upon a critical mass of any organization being regular users. That way, when
messages are sent out the, senders know that their colleagues will see their message. Also,
Listserv users will know to check their e-mail as it is likely that they will have mail. If a Listserv
is used sporadically, it does not appear to be a current or useful resource.

6

�Specific recommendations for the Listserv are to break it down to more specific, easily defined
subsets of the Project. This would increase the relevance of traffic and emphasize the value of
the system:
“Update list and curriculum appropriate age levels – geographic.”
“Could it be broken down by grade levels, geographic areas etc?”

Q4a In the coming year, what are your plans for continuing philanthropy education in
your school?
Without exception, every teacher noted that they plan to continue teaching about philanthropy
and continuing to be active supporters of the projects mission. Many also state that they will go
beyond the teaching of the prepared lessons, to develop further materials and to extend the work
that they started under the project. Among the plans for the coming year are:
“I hope to continue with the service learning project with the curriculum. We have multi-age
‘angel groups’ that meet once a month in our school. We meet with a project to do monthly …
for a local soup kitchen.”
“I believe in the project and the value of teaching philanthropy. I will continue to incorporate
my lessons in the curriculum.’
“I will continue finding pieces that will add to and enrich what I have already started.”
“It has become the theme of our grade level and I have the support of the team of teachers I
work with.”
“I want all students to be lifelong philanthropists. I will teach, show, give, help from the heart
and hope my students will role model after me.”
“Continue teaching students about philanthropy and providing opportunities for practice.”
“The lessons will be incorporated into 3 required classes at the high school; government,
American history, and integrated social studies.”

Q4b What form of meeting works best for you? How often would you like to meet as a
group in the coming year?
This question was directed to the Summer teachers. The responses suggest that 2-3 meeting per
year would be best, with several suggesting a meeting each semester with one meeting in the
Summer. In general, the Saturday meetings seem to be working, with no-one saying it was not a
good choice of meeting day. One teacher suggested that a computer lab be one of the elements
of the meetings to improve computer skills and to offer one on one instruction.

7

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                    <text>Diane,
Executive Summary-Overview
We would like the Executive Summary as it is without any additional charts. The
fact that the report is separately bound from MSU helps us a lot with our funding,
and it is well written as is. If we could have 100 copies that would be great (if this
is more than you are funded for….let me know and we will pick up the additional
cost).
If you are comfortable, I would love to report the data on outcomes as either a
separate component or an addendum to this report. It is the one we will use to
new funders.
Full Report
2-4 pages of outcomes (attached)
Indiana’s report (we do not have electronically, I will ask Judy to retype and send
it to you via e-mail as an attachment)
Susan’s abstract (I will ask her to send)
In the full report, if Brian could review some of the charts to report out the top two
responses rather than just the top one response….that should dramatically
change the perception from the casual reader re: the effectiveness of the Project
without massaging the data too much. If, as a researcher, he would like to keep
the single response reports….that would be ok as long as the follow-up charts
are added showing the top two responses. (If this doesn’t make sense…give me
a call).
Quantity
100 Overviews
50 Full Reports
Thanks.

�K-12 Education in Philanthropy Project
Council of Michigan Foundations
Report on Outcomes
1997-2000
Curriculum Development
1997
Identified student learning outcomes
None
in philanthropy by grade level
Developed and edited four strands
Developed and edited nineteen standards
Developed and edited 107 benchmarks per grade level (321 total)
Created framework for K-12 philanthropy education
K-12 Lessons and Units Teaching
None
the Philanthropy Benchmarks
120 lessons K-12 completed and online
90 lessons in final edit
300-500 in draft form
Created lesson template including service-learning
component and parent involvement components
Reorganized MDE social studies benchmarks for State
Pool of field-test teachers evaluating
None
philanthropy lessons K-12
900 teachers in 36 states evaluating lessons
120,000-140,000 students exposed to a lesson in their classroom
Lexicon of Key Terms in Curriculum
Initial draft completed

None

Briefing Papers on Concepts, People
and Organizations
Eighteen papers published
100 papers in progress
Created template for briefing papers

None

Standardized Tests on Philanthropy
Initial test format framed
Test questions drafted

None

�Teacher Professional Development
K-12 Teachers in Philanthropy
None
120 K-12 Teachers trained as philanthropy Teacher-Consultants
Teacher in-service training in
None
philanthropy education
1999 Summer institute CMU
2000 Summer institute CMU
2000 Summer institute Kansas City
2000 Summer institute Berrien County, Michigan
Secured graduate credit
CMU and U of Missouri
Secured continuing ed. credit from MDE
Created and tested teacher professional development curriculum
Identified and secured faculty
Created and published teacher professional development materials
Classroom Support and Original
Teaching Materials
History/Philanthropy Timelines
U.S. History
Michigan History
World History

Almost None

Annotated bibliography of children’s literature by grade level
Calendar of philanthropic events during the year
Bookmarks of philanthropists
New book for Family Foundations that uses the curriculum
Three original songs on philanthropy for students
“Student Service in Philanthropy Project” curriculum donated to the site
Arizona Community Foundation middle school curriculum donated to the site
Philanthropic quotations
Speeches and Interviews Specifically for the Project
John Gardner-Why Teach Philanthropy in Schools
Bill Richardson-Teaching Philanthropy
Curt Meadows-The Philanthropic Tradition

�Multiple links to related web-sites
High school textbook, CD-Rom, web-site material under development: including
a teacher guide, student guide, and parent guide

Other Resources
Original research on parent involvement initiatives completed and due to be
published
Baseline research on the status of service-learning in Michigan being completed

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                    <text>Background Data
Education Week
January 2000

Estimated Reach of the Project
These are direct reach estimates and the number do not include the casual
use access to the materials available on the web-site.
Audience
States and
Territories
Potential State
Market
Total Teachers
Involved
Potential
Teacher
Market
Total Students
Reached
Nationwide
Potential
Student
Market in
States for that
year
Potential
Parent Market
in States
Reached for
that year
Total Parents
Reached
Nationwide
Total

2001

2002
15

2003

2004

10

9

2005
8

Total
52

10

Percent
Reached
100%

52
17,400

44,450

111,640

124,940

478,230

178,396

17%
3,178,000

1,566,000

4,000,500

10,047,600

11,244,500

16,055,640

42,914,340

21,428,000

4,105,000

7,246,000

9,460,000

3,842,000

46,081,000

43,000,000

8,000,000

14,000,000

19,000,000

7,000,000

92,000,000

3,132,000

8,001,000

20,095,200

22,489,200

32,111,280

85,828,680

4,715,400

12,045,950

30,254,440

33,858,640

48,345,316

129,221,250

Estimates based on the proposed plan as rolling-out in phases. The total numbers would be
reached in the first two years with sufficient funding.
The number of teachers by state his not readily available.
The estimates include public schools only. Private schools and home schooled numbers of
teachers and children will expand the potential market.
The numbers do not include Puerto Rico, Virgin Islands, or Washington DC. The market is larger
than indicated as a result.
Parents are roughly estimated as two parents per child. This number would be modified because
more than one school-aged child would be in a family, but is also modified by the fact that many
children only have one parent involved in their schooling.
Number of Teachers Involved
2001
2002
Number of States
15
10

2003

2004
9

2005
8

Total
10

52

93%

93%

�New Teachers
Trained through
Institutes
Cumulative
Numbers of
Teachers Trained
Teachers Reached
through In-service
Workshops
New Teachers
Trained Online
Cumulative
Number of
Teachers Trained
Online
Total Teachers
Involved

450

750

1,020

1,260

1,560

5,040

450

1,200

3,220

3,480

5,040

13,390

13,500

36,000

96,600

104,400

151,200

401,700

1,500

2,500

3,400

4,200

5,200

16,800

1,500

4,000

7,400

11,600

16,800

41,300

17,400

44,450

111,640

124,940

178,396

478,230

Teachers Trained Through Institutes
Institutes are face-to-face three day professional development experiences that orient classroom
teachers to the teaching of giving and serving. These graduates then become “Teacher
Consultants” in their state.
Cumulative Teachers Trained
Each year new teachers are added to the teacher pool and the teachers who are already
Teacher-Consultants remain involved through the Philanthropy Education Network.
In-service Workshop
Each Teacher-Consultant commits to providing at least two in-service experiences for other
teachers. For the purpose of example, it is assumed that 30 teachers per state per year will go
through the professional institute and that each of the graduates will provide two further in-service
experiences with 15 teachers in each in-service.
Online Education
The institutes will be translated to an online environment for teachers nationwide to have access
to an online tutorial regarding using the lessons. Continuing education and graduate education
credits will be sought for this online training. It is estimated that a minimum of 100 teachers per
state per year will be involved in online education.
Cumulative Number of Teachers Trained Online
Each year new teachers are added to the teacher pool and the teachers who are already
Teacher-Consultants remain involved through the Philanthropy Education Network.

Student Reach
2001
Number of States
Total Teachers
Involved
Elementary
Students
Secondary
Students
Total Students
Reached in

2002

2003

2004

2005

Total

15
17,400

10
44,450

9
111,640

8
124,940

10
178,396

52
476,826

261,000

666,750

1,674,600

1,874,100

2,675,940

7,152,390

1,305,000

3,333,750

8,373,000

9,370,500

13,379,700

35,761,950

1,566,000

4,000,500

10,047,600

11,244,500

16,055,640

42,914,340

�Classrooms
For the sake of projection, it is estimated that half of the teachers would be in K-5 environments
reaching 30 children each year in their classroom. Half of the teachers would be in grades 6-8
environments where children move from classroom to classroom. A secondary teacher would
reach approximately 150 children per year.

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                    <text>LTG_Proposed Reach Estimates

Reach Assumptions
Partner Organizations
Member
Member
Total
Multiplier
Total
Annual
Monthly
Organizations Individuals Individuals
Multiplier Conference Newsletter
Independent Sector
800
100
8,000
1,000 8,000,000
950 YES
Association of Fund-Raising Professionals
154
20,000
20,000
200 4,000,000
1,000 YES
United Way of America
1,900
100
190,000
50 9,500,000
1,000 YES
National Council of Nonprofit Associations
39
20,000
200,000
50 10,000,000
500 NO
Council on Foundations
1,000
50
50,000
10
500,000
2,500 YES
National Education Association
13,000
2,500,000 2,500,000
2,500,000
YES

February 2001

National or
Regional Systems
Consortium of Systems
Individuals Serving Organizations
National System
State Coalitions of Organizations
National/Regional Organizations
National Organization of Individuals

Page 1 of 1

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                    <text>LTG_Proposed Reach Worksheets

New Teachers Trained through Institutes
Cumulative Numbers of Teachers Trained
Teachers Reached through In-service Workshops
New Teachers Trained Online
Cumulative Number of Teachers Trained Online
Total Teachers Involved

450
450
13,500
1,500
1,500
17,400

2001
Number of States
Total Teachers Involved
Elementary Students
Secondary Students
Total Students Reached in Classrooms

Parents Reached Nationwide

15
17,400
261,000
1,305,000
1,566,000

750
1,200
36,000
2,500
4,000
44,450

1,020
3,220
96,600
3,400
7,400
111,640

2002

2,003
10
9
44,450
111,640
666,750 1,674,600
3,333,750 8,373,000
4,000,500 10,047,600

1,260
3,480
104,400
4,200
11,600
124,940

1,560
5,040
151,200
5,200
16,800
179,800

2,004

2,005
8
10
124,940
178,396
1,874,100 2,675,940
9,370,500 13,379,700
11,244,600 16,055,640

3132000

8001000

20095200

22489200

Audience
2001
States and Territories
15
Potential State Market
Total Teachers Involved
17,400
Potential Teacher Market
Total Students Reached Nationwide
1,566,000
Potential Student Market in States for that year
21,428,000
Potential Parent Market in States Reached for that year
43,000,000
Total Parents Reached Nationwide
3,132,000
Total
4,715,400

2002
10

2003
9

2004
8

44,450

111,640

124,940

4,000,500
4,105,000
8,000,000
8,001,000
12,045,950

10,047,600
7,246,000
14,000,000
20,095,200
30,254,440

32111280

5,040
13,390
401,700
16,800
41,300
478,230

Total
52
476,826
7,152,390
35,761,950
42,914,340

85828680

2005 Total
10
178,396

52
52
478,230

Percent Reached
100%
17%
3,178,000

11,244,500 16,055,640 42,914,340
9,460,000 3,842,000 46,081,000
19,000,000 7,000,000 92,000,000
22,489,200 32,111,280 85,828,680
33,858,640 48,345,316 129,221,250

93%
93%

Estimates based on the proposed plan as rolling-out in phases. The total numbers would be reached in the first two years with sufficient funding.
The number of teachers by state his not readily available.
The estimates include public schools only. Private schools and home schooled numbers of teachers and children will expand the potential market.

December

1 of 2

�LTG_Proposed Reach Worksheets

The numbers do not include Puerto Rico, Virgin Islands, or Washington DC. The market is larger than indicated as a result.
Parents are roughly estimated as two parents per child. This number would be modified because more than one school-aged child would be in a family,
but is also modified by the fact that many children only have one parent involved in their schooling.
Number of Teachers Involved
Number of States
New Teachers Trained through Institutes
Cumulative Numbers of Teachers Trained
Teachers Reached through In-service Workshops
New Teachers Trained Online
Cumulative Number of Teachers Trained Online
Total Teachers Involved

2001
15
450
450
13,500
1,500
1,500
17,400

2002
10
750
1,200
36,000
2,500
4,000
44,450

2003
9
1,020
3,220
96,600
3,400
7,400
111,640

2004
8
1,260
3,480
104,400
4,200
11,600
124,940

2005 Total
10
52
1,560
5,040
5,040
13,390
151,200
401,700
5,200
16,800
16,800
41,300
178,396
478,230

Teachers Trained Through Institutes
Institutes are face-to-face three day professional development experiences that orient classroom teachers to the teaching of giving and serving. These
graduates then become “Teacher Consultants” in their state.
Cumulative Teachers Trained
Each year new teachers are added to the teacher pool and the teachers who are already Teacher-Consultants remain involved through the Philanthropy
Education Network.
In-service Workshop
Each Teacher-Consultant commits to providing at least two in-service experiences for other teachers. For the purpose of example, it is assumed that 30
teachers per state per year will go through the professional institute and that each of the graduates will provide two further in-service experiences with 15
teachers in each in-service.
Online Education
The institutes will be translated to an online environment for teachers nationwide to have access to an online tutorial regarding using the lessons.
Continuing education and graduate education credits will be sought for this online training. It is estimated that a minimum of 100 teachers per state per
year will be involved in online education.

December

2 of 2

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                    <text>Learning to Give
Steering Committee
Dr. Russell G. Mawby, Chairman
Chairman Emeritus
W.K. Kellogg Foundaion

Ms. Barbara J. Getz
Executive Director
The Gerber Foundation

Dr. Valerie A. Becker
Senior Manager, National Education Programs
DaimlerChrysler Corporation
Committee Chair, Mich. Chamber of Commerce
Mich. Business Leaders for Educ. Excellence

Ms. Elizabeth Gibbs
Community Service Coordinator
Lahser/Andover High School

Dr. Dwight F. Burlingame
Associate Executive Director
Center on Philanthropy
Indiana University

Ms. JoMarie Goerge
Program Associate
The Fetzer Institute
Dr. Anne L. Hansen
Education Consultant

Mr. Kyle Caldwell
Executive Director
Michigan Community Service Commission
George W. Romney Building, 4th Floor

Ms. Dorothy A. Johnson
President
Alhburg Company
President-Emerius, Council of Michigan Foundations

Mr. C. David Campbell
President
McGregor Fund

Mr. James A. Kelly
Educational Consultant
Former President
National Board for Professional Teaching Standards

Mr. Robert S. Collier
President
Council of Michigan Foundations
Ms. Julie F. Cummings
Trustee
Max M. and Marjorie S. Fisher Foundation
Ms. Adrian Davis
Executive Associate, Assessment Development
National Board for Professional Teaching Standards
President-elect
National Council for Social Studies
Mr. Thomas Dolan
Curriculum Director
Romulus Community Schools
Mr. David O. Egner
President
Hudson-Webber Foundation

Ms. Susan Kelly
Director-Public Affairs
Hudson's
Mr. John S. Lore
Volunteer
Former President
National Society of Fund-Raising Executives
Mr. Ken Mareski
Instructor
East China Schools
Representative
Michigan Council for Social Studies
Dr. Susan Meston
Deputy Superintendent
Muskegon Area Intermediate School District
Dr. Joel J. Orosz
Program Director
W.K. Kellogg Foundation

�Learning to Give
Steering Committee

Ms. Linda B. Patterson
Executive Director
Dyer-Ives Foundation
Dr. John W. Porter
President
Urban Education Alliance, Inc.
Trustee, Charles Stewart Mott Foundation
Ms. Sheila Potter
English/Language Arts Consultant
Michigan Department of Education
Ms. Stella Raudenbush
Director, K-12 Service Learning Center
Educational Studies Department
University of Michigan

Staff:
Dr. Kathryn A. Agard
Executive Director
Ms. Barbara Dillbeck
Teacher-in-Residence
Ms. Rita Higgins
Marketing and Public Relations Director
Ms. Judy Wright
Executive Secretary

Mr. Jim Sandy
Director, Education Excellence Program
Michigan Chamber of Commerce
Mr. Sam Singh
President
Michigan Nonprofit Association
Ms. Kathleen Straus
Chair, State Board of Education
Michigan Department of Education
Ms. Karen R. Todorov
Social Studies Consultant
Michigan Department of Education
Ms. Susan Wally
Vice President of Education
Ewing Marion Kauffman Foundation

�</text>
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                    <text>Date:
To:

Learning to Give
Steering Committee

From:

Kathy Agard, Executive Director

Re:

News

Enclosed are two items that we thought you might find interesting. The first is a
front page, “People Section”, report on the project from the Lakeshore Edition of
the Grand Rapids Press. The reporter did a nice job of capturing the project.
The second is a thank-you letter from one of our teachers, Kathy Veenstra, who
won our new lesson plan competition.
During the next month a new Search Engine will be on the web-site. It will allow
a visitor to search by academic topic (history, economics etc), grade level, key
word, Michigan standard and benchmark, or philanthropy strand. We will have
the prototype for our teacher meeting on Saturday, January 13, 2001. The
search engine should be on the site shortly thereafter.
In addition, we will soon have the first set of Foundation Profiles in the Resource
Room. These are short vignettes on the founders of private foundations. They
include a picture, a short history, a quote or two, and then link to the foundations’
website. We will continue to build this resource as the foundations provide us
with their stories, pictures, and permission to use the materials.
In early February a monograph written for Family Foundations, based on the
lessons and selected resource materials, if being published by CMF. We look
forward to sending you a copy.
Best wishes as we enter this new year!

�</text>
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                <text>&lt;a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515"&gt;Our State of Generosity collection, JCPA-04&lt;/a&gt;</text>
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