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0.9 200!

Tt/r-

tlVl

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

Memorandum
To:

ConnectMichigan Alliance Leadership Committee Members

Cc:

Kyle Caldwell, Tom Monaghan, Sam Singh, Tim Swope

From:

Michelle Engler, Julie Fisher Cummings, Bill Richardson

Date:

July 2, 2001

Re:

ConnectMichigan Alliance Campaign Update - Six Month Report

This bi-weekly ConnectMichigan Alliance Campaign Update recaps all of your
hard work in the first six months of the ConnectMichigan Alliance Campaign.
The intent of this update is to keep you informed of campaign progress without
inundating you with day-to-day details. Please feel free to contact Tim Swope at
517/353-5038 during the day or at 517/629-8145 in the evenings if you have
questions and/or comments regarding the campaign.

Goal

Gifts/Pledges to Date

$20,000,000

$4,314,680

Gifts/Pledges to be
Advanced
$15,685,320

I.

State Match - $2,157,340 in Revenue to Date

II.

Foundation Division - $2,055,650 in Revenue to Date

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

Chair - Bill Richardson
Gifts/Pledges of SI0.000 or More
Blue Cross Blue Shield of MI Foundation
C. S. Mott Foundation
Capital Region Community Foundation
The Jackson Community Foundation
W.K. Kellogg Foundation

$ 10,025 (incl. matching gift)
$1,000,000
$ 25,000
$ 10,000
$1,023,000 (incl. matching gifts)

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

�Activity to Date
Blue Cross Blue Shield of Michigan Foundation
Blue Cross Blue Shield of Michigan Foundation awarded a $10,000 grant to
CMA at its May Board meeting.
Charles Stewart Mott Foundation
C. S. Mott Foundation awarded CMA a $1,000,000 lead gift in December, 2000.
Hudson-Webber Foundation
CMA submitted a $100,000 proposal in May. The Foundation considered the
proposal at its June Board meeting. We expect to learn the outcome of their
decision within the next week.
Michigan Community Foundations
CMA staff issued proposals in May requesting a total $500,000 from community
foundations throughout Michigan. CMA Leadership Committee members are in
the process of making follow-up calls/visits. To date, Capital Region Community
Foundation awarded CMA $25,000, The Jackson Community Foundation
awarded CMA $10,000, and Sturgis Area Community Foundation awarded CMA
$500. CMA staff will issue an additional $300,000 in requests in July.
The Harry A. and Margaret D. Towsley Foundation
CMA submitted a $250,000 proposal in June. The Foundation will consider the
request at its August Board meeting.
The Herbert H. and Grace A. Dow Foundation
CMA submitted a $1 million proposal in June. The Foundation will consider the
request at its September Board meeting.
The Kresge Foundation
CMA Leadership Committee members met with John Marshall in May. CMA
campaign staff are busy developing a $1,000,000 proposal and supporting
materials to be submitted in August and anticipate the Foundation will make its
decision in December.
VV.K. Kellogg Foundation
W.K. Kellogg Foundation awarded CMA a $1,000,000 lead gift in December,
2000.
West Michigan Strategy: The Governor and First Lady of Michigan, along with
Diana Sieger and Peter Secchia hosted a reception in Grand Rapids on June 5th.
CMA Leadership Committee members and staff are finalizing follow-up
strategies.

�III.

Corporate Division
Chair - Michelle Engler
Activity to Date
Blue Cross Blue Shield of Michigan
CM A campaign staff met with BCBSM representatives in May. Leadership
Committee members and staff will meet with BCBCM representatives again in
the fall and request support in the amount of $250,000. CMA anticipates a
decision by the end of 2001.
Comerica
Leadership Committee members met with Comerica representatives in April and
requested support for CMA in the amount of $500,000. CMA anticipates a
decision by the end of summer.
DaimlerChrysler
Leadership Committee members and CMA campaign staff met with
DaimlerChrysler representatives in April and requested support in the amount of
$1,000,000. CMA anticipates a decision by the end of summer.
Detroit Edison
Leadership Committee members and CMA campaign staff met with Detroit
Edison representatives in April and requested support in the amount of
$1,000,000. CMA anticipates a decision in late July.
Ford
Leadership Committee members held initial discussions with Ford representatives
in June. Committee members and CMA staff will meet with Ford representatives
in September and request support in the amount of $1,000,000. CMA anticipates
a decision by the end of 2001.
General Motors
Leadership Committee members and CMA campaign staff met with General
Motors representatives in April and requested support in the amount of
$1,000,000. CMA anticipates a decision by the end of summer.
West Michigan Strategy: The Governor and First Lady of Michigan, along with
Diana Sieger and Peter Secchia hosted a reception in Grand Rapids on June 5th.
CMA Leadership Committee members and staff are finalizing follow-up
strategies.

�IV.

Special Gifts Division
Chair - Julie Fisher Cummings
Cultivation efforts began this summer.
One family has been approached for a gift in the amount of $100,000. CMA
anticipates a decision on this gift later this summer.
A second donor has been approached for a seven-figure gift. CMA anticipates a
decision on this gift later this summer

V.

Family Division - $ in Gifts/Pledges to Date
Michigan Campus Compact:
To date, gifts and pledges designated for the CMA campaign by MCC member
presidents and institutions and MCC staff total $34,210. MCC expects to wrap up
its campaign on July 31.
Michigan Nonprofit Association
To date, gifts and pledges designated for the CMA campaign by MNA Board and
staff members total $54,075. MNA expects to wrap up its campaign on July 31.
Michigan Community Service Commission
To date, gifts and pledges designated for the CMA campaign by MCSC
Commissioners and staff total $46,505. MCSC expects to wrap up its campaign
on July 31.
Volunteer Centers of Michigan
To date, gifts and pledges designated for the CMA campaign by VCM Board
members, staff and member institutions total $2,000. VCM expects to wrap up its
campaign on July 31.
Organizations
Two organizations participating in the Family Division of the CMA campaign
recently pledged major gifts to the campaign. Davenport University and the
Association of Independent Colleges and Universities of Michigan (AICUM) both
announced gifts of $10,000.

We look forward to continued success!

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                    <text>ConnectMichigan
NOV 0 1 2001
Memorandum
To:

Michelle Engler, Julie Fisher-Cummings, Bill Richardson

cc:

Ed Blews, CMA; Nonie Brennan, VCM; Kyle Caldwell, MCSC; Justin
King, MNA; Russ Mawby, MCSC; Barbara Mieras, MCC; Sam Singh,
MNA; Tim Swope, CMA/MNA

From: John Lore
Date: November 2, 2001
Re:

ConnectMichigan Alliance Campaign Status Report

Our efforts to leverage the $10 million state challenge grant on behalf of the
ConnectMichigan Alliance have resulted in a level of gift income totaling just
over $4 million dollars as of November 2, 2001. I would like to meet with each
of you to discuss our progress to date, and future initiatives necessary for
continued success.
To date, we have been successful on all but two of the major requests we have
submitted to potential funding sources. I regretfully report that the Harry A. and
Margaret D. Towsley Foundation and the Richard and Helen DeVos Foundation
declined to support the CMA campaign. On a more celebratory note, I am
pleased to report that the Herbert H. and Grace A. Dow Foundation approved a
grant in the amount of $1,000,000 for the campaign. This represents an
extraordinary level of support from this foundation for this type of campaign.
I have attached a ConnectMichigan Alliance Gift Snapshot Report. Beginning
November 13, you will receive a weekly update of this report from Kim Lane.
The first column of the Snapshot represents major gifts of $25,000 or more that
have been pledged/gifted to the campaign. The second column represents
requests of $25,000 or more that are currently being considered by the identified
funding source (in most cases presentations have been made). The third column
represents potential funding sources with whom we are presently meeting to
discuss possible support for the campaign. And the fourth column represents
potential funding sources with whom we would like to approach early next year.

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

at

We are very blessed to have a mission-driven Leadership Committee and staff for
this campaign. We look forward to celebrating the successful completion of the
ConnectMichigan Alliance Campaign with you next fall.

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

�ConnectMichigan Alliance Gift Snapshot
November 2, 2001

of $25,000 or more
ott Foundation
elation

oundation
mmings
n
nmunity Foundation

js Gifts

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

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

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

$273,785.00

$4,048,785.00

$3,775,000.00

Major Gift Cultivations

Prospects-$50,000+

General Motors
Dow Chemical
Skillman Foundation

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

Total gifts, pledges and requests if granted: $ 7,823,785

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                    <text>C onnec 1 Michigan
Campaign Tri-Cliairs
Michelle Engler

MEMORANDUM

J u l i e I'isher Ciiininings
\Xilliain (1. Richardson

TO:

Members and Friends of the Michigan Community Service
Commission

FROM:

Michelle Engler

RE:

ConnectMichigan Alliance Update

DATE:

December 14, 2001

Campaign Cabinet
Edward (). Uleus
Carolyn Bloodworth
iNonie Hrcnnan
Stanley P. Caine
Kichard (lole
Hohert Collier
IMeeta Delaney
David (I. Kgner
Kric K. Gilhertson

Since we last met on September 11, the ConnectMichigan Alliance (CMA)
Campaign has been active and gratifying, particularly concerning the dramatic
events that took place on that very day! I am presenting a gift snapshot that is
prepared weekly by the CMA Campaign staff leadership.
I have made several foundation and corporate presentations with John Lore of
CMA, Kyle Caldwell of MCSC and Sam Singh of MNA. I have also made
separate calls, as have John, Sam and Kyle. Moreover, I have received the support
of Board members from those respective organizations, hi that regard I do want to
thank each of you for your personal and professional commitment to the
Campaign. Russ, Rob, Terry and Nonie--I want to thank each of you for your
continued involvement in our fund raising efforts and the guidance you have
given and continue to give John, Kyle and Sam as they make their calls and
design their strategy. That is essential for the ultimate success of this Campaign.
Geneva, I want to thank you for making calls with me in Detroit and Southeastern
Michigan. Your presence on those calls was vital to show the Southeastern
community that the Alliance is a source of support, rather than competition. We
have aggressive plans for the first quarter of 2002 with multiple proposals and
request letters to be submitted in January.

Karla Hall
Dorothy A. Johnson
John Lore
Arend D. Lubbers
Kussell G. Mawby
Barbara Mieras
Andrea F. Newman
Juan Olivarez
Joel Orosz
Terry Prnitt
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarne
Kathryn Rossow
Peter Secehia
Diana Sieger
Jndv Tvmowiez

Our staff campaign leadership meets each week to examine campaign strategy
and prepare presentations. We will be successful and we will continue to need
your involvement. And finally, although Julie Fisher Cummings could not be here
today, I do want to thank Julie and Bill Richardson for the outstanding work they
are doing as my co-chairs. I could not have chosen better partners.

Connect Michigan Alliance P.O. Box 22004 Lansing, Michigan 48909-2004 • phone 888-242-7075 fax 517-241-3869
B u i l d i n g . Strengthening and I n v e s t i n g in Michigan C o m m u n i t i e s

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                    <text>C onnec tMyfliigan
Memorandum
To:

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

CC:

Campaign Cabinet
Tim Swope, Michigan Nonprofit Association

From:

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

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

Date:

December 21 , 2001

Nonie Brennan
Stanley P. Caine

Re:

CMA Campaign Update Snapshot

Richard Cole
Rohert Collier

As the 2001 Calendar year draws to a close, we would like to bring you up to date on all of the
major gifts that we have received through our campaign. We would also like to take this
opportunity to thank you for your leadership throughout the year. Should you have any
questions, do not hesitate to contact us at 517/492-2440.

INeeta Delaney
David 0. Egner
Eric R. Gilbertson
Karla Hall

Dorothy A. Johnson

Overall Snapshot
We have very exciting news to report; the Ford Motor Company Fund has pledged $1 million
to the ConnectMichigan Alliance Campaign. This gift is extremely important for our corporate
strategy, which will begin next year in Tier II.
Please note that we have expanded the Snapshot to include all gifts of $10,000 or more.
Also, as the Snapshot reflects, we are already at more than 50% of our corpus goal of $10
million.
Additionally, we would like to mention that this week we received many cash gifts.
Specifically, we received a $50,000 gift from the McGregor Fund, which is the first in three
installments of payment for their $150,000 pledge.

John I .ore
Arend D. Lubbers
Russell G. Mawby
Barbara Mieras
Andrea F. Newman
Juan Olivarez
Joel Orosz
Terry Pruitt
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarne
Kathryn Rossow

Community Foundations
We received cash gifts on pledges made by the Manistee County Community Foundation, as
well as the Lenawee Community Foundation.
We must unfortunately report that the Kalamazoo County Community Foundation has denied
our request for a $100,000 grant. This will have a less than positive impact on portions of the
West Michigan strategy.

Peter Secchia
Diana Sieger
Glenn D. Steil
Judv Tymowiez

All Community Foundation gifts of $10,000 and above are included on the Snapshot Summary
Michigan Campus Compact
The cash gift of $10,000 was received from Grand Valley State University.
The MCC major gifts/pledges of $10,000 are also included on the snapshot.
We will officially close the "ask phase" of the Michigan Campus Compact sector of the Family
Division of the CMA Campaign as of December 31, 2001.
Volunteer Centers of Michigan
There is no major change from last week's report of the Volunteer Centers of Michigan.
The "ask phase" of this division will also be closed by December 31, 2001.

Connect Michigan Alliance P.O. Box 22004 Lansing. Michigan 18«H)9-200-l • phone 8«8-2 12-7075 fax 517-2 H-3869
B u i l d i n g . Strengthening and Investing in Michigan Communities
A partnership of: Michigan Campus Compart, Michigan Community Service Commission. Michigan Nonprofit Association. Volunteer Centers of Michigan

�Additional Activity
Thank you again for the strong insight and dedication that you have brought to the first year of
our Campaign, and also, allow us to take this opportunity to wish you, and your families, a
Happy Holiday and a safe New Year!
We look forward to working together in achieving the $10 million CMA goal in 2002!

�ConnectMichigan Alliance Gift Snapshot
12/21/2001
Gifts and Pledges of $10,000 or more
Charles Stewart Mott Foundation
W .K. Kellogg Foundation
Herbert H. and Grace A. Dow Foundation
Ford Motor Company Fund
DTE Energy Foundation
Comerica
McGregor Foundation
Community Foundation for Southeastern Michigan
Hudson-Webber Foundation
Peter D. and Julie F. Cummings
Fremont Community Foundation
Frey Foundation
Whitney Foundation
Grand Rapids Community Foundation
Battle Creek Community Foundation
Russell G. Mawby
Capital Region Community Foundation
Secchia Family Foundation
Blue Cross Blue Shield of Michigan Foundation
Jackson Community Foundation
Assoc . of Independent Colleges and Universities of Michigan
Central Michigan University
Davenport University
Grand Valley State University
Michigan State University
Saginaw Valley State University
University of Michigan
Western Michigan University

Other Gifts

Amount
$1 ,000,000.00
$1 ,000,000.00
$1 ,000,000.00
$1 ,000,000.00
$350 ,000.00
$150,000.00
$150 ,000.00
$100,000.00
$100,000.00
$100,000.00
$50 ,000.00
$50 ,000.00
$50 ,000.00
$50,000.00
$30,000.00
$30,000 .00
$25 ,000.00
$25,000.00
$10 ,000.00
$10 ,000.00
$10 ,000.00
$10,000.00
$10,000.00
$10,000.00
$10 ,000.00
$10,000.00
$10,000 .00
$10 ,000 .00

Requests of $25,000 or more

Amounl

Daimler Chrysler
Kresge Foundation
General Motors
Skillman Foundation
Dow Chemical (Proposal to be submitted 01/02)
Dow Corning (Proposal to be submitted 01/02)
Fifth Third Bank (Proposal to be submitted 01/02)
Bank One (Proposal to be submitted 01/02)
Wege Foundation
Gerstacker Foundation (Proposal to be submitted 01/02)
Peter Cook Foundation (Proposal to be submitted 01/02)
Meijer Corp (Proposal to be submitted 01/02)
Dick and Betsy DeVos Foundation (Proposal to be submitted 01/02)
Herman Miller Furniture (Proposal to be submitted 01/02)
Les Tassell (Proposal to be submited 01/02)
Sebastian Foundation
Haworth Furniture (Proposal to be submitted 01/02)
Strosacker Foundation (Proposal to be submitted 01/02)
Gordon Food Service (Proposal to be submitted 01/02)
Rockford Construction Company (Proposal to be submitted 01/02)
Second Story Construction (Proposal to be submitted 01/02)
Midland Area Community Foundation (Proposal to be submitted 01/02)

$126,560.00
$5,486,560.00

TOTAL:

Snapshot 12-19-01

$1 ,000,000.00
$1 ,000,000.00
$1,000,000.00
$500,000.00
$250,000.00
$150,000.00
$150,000.00
$150,000.00
$100 ,000.00
$100,000.00
$100,000 .00
$100,000.00
$100 ,000.00
$100,000.00
$100,000.00
$75,000.00
$50,000.00
$50 ,000.00
$50,000.00
$25,000.00
$25,000 .00
$25,000.00

$5 ,200,000.00
$10 ,686 ,560 .00

Total gifts, pledges and requests if granted: $ 10,686,560.00

�Community Foundations (Council of Michigan Foundations) Updated December 21,2001

Foundation

Amount
Requested
$1,500
$500

Pledge/Gift

Comments

Albion Community Foundation
Alger Regional Community
Foundation
Allegan County Community
Foundation
Ann Arbor Area Community
Foundation
Baraga County Community
Foundation
Barry Community Foundation
Battle Creek Community Foundation

$4,000

Common grant

$10,500

Common grant

$2,000
$30,000

$2,000
$30,000

Bay Area Community Foundation

$8,000

None

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

$5,000
$1,900

$500
Common grant
Recommendations by
July 24, 2001
No, does not impact
area

$2,000
$25,000

$25,000

$3,500

$1,500

$1,000
$45,000

$15,000

Check received
12/7/01
Common grant

$100,000

Paperwork received
12/7/01

$9,000
$100,000
$50,000
$800
$7,000
$1,000
$9,000

Common grant

$1,500
$3,500
$100,000

$3,500
$50,000

$10,000

$5,000

In process

$100,000

$50,000

Decision made;
paperwork in process

$8,500

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

�Community Foundations (Council of Michigan Foundations) Updated December 21,2001

Gratiot County Community
Foundation
Greater Frankenmuth Area
Community Foundation
Greenville Area Community
Foundation

$1,000

$1,000
Sam to contact

$4,000

Hillsdale County Community
Foundation
Huron County Community
Foundation
Jackson County Community
Foundation
Kalamazoo Community Foundation

$3,000

Keweenaw Community Foundation
Leelanau Township Foundation, Inc.

$500

Lenawee Community Foundation

$3,000

M &amp; M Area Community
Foundation
Mackinac Island Community
Foundation
Manistee County Community
Foundation
Marquette Community Foundation
Marshall Community Foundation
Michigan Gateway Community
Foundation
Midland Area Community
Foundation
Mt. Pleasant Area Community
Foundation
Petoskey-Harbor Springs Area
Community Foundation
Saginaw Community Foundation
Sanilac County Community
Foundation
Sault Area Community Foundation
Shiawassee Community Foundation
Southfield Community Foundation
Sturgis Area Community Foundation
Three Rivers Area Community
Foundation
Tuscola County Community
Foundation
Upper Peninsula Community
Foundation Alliance

$1,000

None

Does not affect area.

$500
$25,000

$10,000

$100,000

None

Unable to respond
due to the nature of
the request.

None

No, only Leelanau
Twp.
$1,000 Check
received 12/20/01

$3,000

$500

$500

$500

$500

$2,000
$2,500
$2,500
$25,000

$500 Check received
12/20/01
Common grant

Proposal in Process

$1,000
53,000

$1,500

$8,000
$500
$500
$500
$900
$5,000

Did not send letter of
intent on 9*.

$500

Common grant
No data

$1,500
$1,500

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

�12/21/2001

ConnectMichigan Alliance Campaign
MCC Member Institutions Worksheet
InstitutioD

President

Adrian College

Stanley Caine

Albion College

Peter Mitchell 5,000

$5,000

Alma College

Saundra J.
Tracy
Niels-Erik
Andreas en
Harry
Knopke
Gaylen Byker

5,000

$3,000

Michael Rao

10,000

$10,000

Randolph
Flechsig
Samuel
Kirkpatrick
William
Sederburg
Juan Olivarez

10,000

$10,000

5,000

$5,000

Mark Murray

10,000

$10,000

Andrews University
Aquinas College
Calvin College
Central Michigan
University
Davenport University
Eastern Michigan
University
Ferris State University
Grand Rapids
Community College
Grand Valley State
University
Hope College
Jackson Community
College
Kalamazoo College
Kalamazoo Valley
Community College
Kirtland Community
College
Lansing Community
College
Madonna University
Marygrove College

Suggested
Gift
5,000

Gift/
Pledge
$5,000

10,000
5,000
5,000

10,000
10,000

James
5,000
Bultman
Daniel Phelan 10,000

$5000

James Jones

5,000

$5,000

Marilyn
Schlack
Charles Rorie

5,000

$5,000

Paula
Cunningham
Sr. Rose
Marie
Kujawa
Glenda Price

5,000

S:\CMA\CAMPAIGN\Campaign AdministrationNDonor TradcingVFamily DivisionVMCC Inst 12-12-01 .doc

5,000

5,000
5,000

$1,500

�12/21/2001

Michigan State
University
Mid Michigan
Community College
Northwood University
Olivet College

M. Peter
McPherson
Ronald Verch

5,000

David Fry
Don Tuski

5,000
5,000

Saginaw Valley State
University
Saint Mary's College

Eric
Gilbertson
Thaddeus
Radzilowski

10,000

Schoolcraft College

Richard
McDowell

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

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

Richard
Artmann
Lee Bellinger

5,000

Declined

10,000

$10,000

Irvin Reid

10,000

Elson Floyd

10,000

S \CMA\CAMPAIGN\Campaign AdministrationVDonor Tracking\Family DivisionXMCC Inst 12-12-01 doc

10,000

$10,000

$10,000

5,000

$10,000

�Updated by Kate Sperti

Page 1

December 21,2001

ConnectMichigan Alliance Campaign
VCM Membership Dues
Volunteer Centers of Michigan - VCM Operating Council Strategy
Center
Albion Volunteer Service
Organization
Alpena Volunteer Center Alpena Community College
Community Resource Center Manchester
Community Volunteer Center UW of Saginaw
Dickinson Community
Resource Center
ENRICH Vol &amp; Info Center of
Ionia County
George W. Romney Vol
Center - UWCS Detroit
Greater Ottawa County United
Way and Volunteer Center
Heart of West MI United Way
Volunteer Center
Hillsdale County Volunteer
Resource &amp; Support Center
Jackson Nonprofit Support
Center
Lenawee United Way &amp; Vol.
Center
Marquette County Volunteer
Center
Montcalm County Volunteer
Connections
Newaygo County Community
Services Volunteer Center
Resource Center - Flint
Thumb Area Volunteer Center
UW &amp; Volunteer Center of
Clare County
United Way of Lapeer County
UW of Isabella Co. Vol. Ctr.
United Way of Monroe Co. Volunteer Action Ctr.
Voluntary Action Center of
Midland County

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

Contact
Alfredia Dysart-Drake
Chuck Wiesen, Interim
Chris Kanta
Marsha Cooley

$100.00
7/9/01
not able to
give at this
time

Jerry Mclntyre
NovaJean Casler
Tricia Pulis

$20.00
7/5/01
$150.00

Carol Dillenbeck
Lara MacGregor
Kathy White

$25.00

Brad Densmore

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

Shelly Schadewald
Paula Trentman
Susan Minckler

$150.00
7/18/01

Denise Hubbard
Sherri Anderson

$150.00
7/3/01

Dale Weighill

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

Lori Offenbecher

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

Carol Blake
Jan Watz
Nicole Bliss
Kris Theisen
Sharon Neuman

S:\CMA\CAMPAIGN\Campaign Administration\DonorTracking\Family DivisionWCM Operating Council Strategy doc

�Updated by Kate Sperti

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

Page 2

$25.00

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

December 21,2001

Georgina Rozeboom-Doster
Camille Riley
Nonie Brennan
Kristina Beamish
Aaron Cantrell
Melissa Sherry
Barbara Lemcool
Susan Smethurst
Kathryn Rossow
Martha Bottomley
Cindy Miller

S:\CMA\CAMPAIGN\Campaign Administration\Donor Tracking\Family DivisicmWCM Operating Council Strategy.doc

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Memorandum
To:

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

CC:

Campaign Cabinet
Tim Swope, Michigan Nonprofit Association

From:

John Lore, President &amp; CEO, &amp;
Kate Sperti, Executive Assistant, jcMA

Date:

January 14, 2002

Re:

CMA Campaign Update Snapshot

Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings
William C. Richardson
Campaign Cabinet
Edward O. Blews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine

We hope that everyone had a great new year. We would like to let you know about some of
the exciting things that we have planned for Tier II of the Corporate and Foundation Divisions.
Should you have any questions, do not hesitate to contact us at 517/492-2440.
Overall Snapshot
We have started to plan our Tier II Corporate and Foundation Strategy, using some of the gifts
that we have already received as a spring board toward our goal of $20 million.
Community Foundations:
We have received word that the Saginaw Community Foundation will be unable to honor our
request.
During a recent meeting of Campaign Staff, we organized our Community Foundation strategy
for the second tier of the campaign. We will be sending a short update to the community
foundations from which we have not received responses to our spring proposals. Additionally,
we have updated some of the requests that we made earlier to the Community Foundations.
This will help us to complete this aspect of the campaign.
Additional Activity

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

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

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

�ConnectMichigan Alliance Gift Snapshot
1/14/2002
Gifts and Pledges of $10,000 or more
Charles Stewart Matt Foundation
W .K. Kellogg Foundation
Herbert H. and Grace A. Dow Foundation
Ford Motor Company Fund
DTE Energy Foundation
Come rica
McGregor Fund
Community Foundation for Southeastern Michigan
Hudson-Webber Foundation
Peter D. and Julie F. Cummings
Fremont Community Foundation
Frey Foundation
Whitney Fund
Grand Rapids Community Foundation
Battle Creek Community Foundation
Russell G. Mawby
Capital Region Community Foundation
Secchia Family Foundation
Muskegon Community Foundation
Blue Cross Blue Shield of Michigan Foundation
Jackson Community Foundation
Assoc. of Independent Colleges and Universities of Michigan
Central Michigan University
Davenport University
Grand Valley State University
Michigan State University
Saginaw Valley State University
University of Michigan
Western Michigan University
Other Gifts

Amount
$1 ,000,000.00
$1 ,000,000.00
$1 ,000,000.00
$1,000,000.00
$350,000.00
$150,000.00
$150,000.00
$100,000.00
$100,000.00
$100,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$30,000.00
$30,000.00
$25,000.00
$25,000.00
$15,000.00
$10 ,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000 .00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000 .00

Amount

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

$126,660.00
$5,501,660.00
TOTAL:

For lntemat Use only

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

$5,125,000.00
$10,626,660.00

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

�Community Foundations (Council of Michigan Foundations)

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

Amount
Requested
$500
$2,500

Pledge/Gift

Updated January 14,2002

Comments
Common grant

$10,000

Common grant

$2,000
$30,000

$2,000
$30,000

Bay Area Community Foundation

$8,000

None

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

$5,000
$1,000

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

$2,000
$25,000

$25,000

$3,500

$1,500

$25,000
$45,000

$15,000

Check received
12/7/01
Common grant

$100,000

Paperwork received
12/7/01

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

$3,500
$50,000

$10,000

$5,000

$100,000

$50,000

Decision made;
paperwork in process

$5,000
$1,000

$1,000
Sam to contact

$4,000

None

Does not affect area.

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

�Community Foundations (Council of Michigan Foundations)

Hillsdale County Community
Foundation
Jackson County Community
Foundation
Kalamazoo Community Foundation

Updated January 14,2002

$2,500
$25,000

$10,000

$100,000

None

Leelanau Township Foundation, Inc.

None

Lenawee Community Foundation

$3,000

$3,000

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

$500

$500

$500

$500

Sturgis Area Community Foundation
Upper Peninsula Community
Foundation Alliance

Unable to respond
due to the nature of
the request.
No, only Leelanau
Twp.
$1,000 Check
received 12/20/01
$500 Check received
12/20/01

$2,500
$2,500
$25,000

Proposal in Process

$1,000
$3,000

$1,500

$8,000

None

$5,000
$1,500

$500

Does not meet their
giving requirements
Common grant

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

�Updated by Kate Sperti

Page 1

January 14, 2002

ConnectMichigan Alliance Campaign
VCM Membership Dues
Volunteer Centers of Michigan - VCM Operating Council Strategy
Center
Albion Volunteer Service
Organization
Alpena Volunteer Center Alpena Community College
Community Resource Center Manchester
Community Volunteer Center UW of Saginaw
Dickinson Community
Resource Center
ENRICH Vol &amp; Info Center of
Ionia County
George W. Romney Vol
Center - UWCS Detroit
Greater Ottawa County United
Way and Volunteer Center
Heart of West MI United Way
Volunteer Center
Hillsdale County Volunteer
Resource &amp; Support Center
Jackson Nonprofit Support
Center
Lena wee United Way &amp; Vol.
Center
Marquette County Volunteer
Center
Montcalm County Volunteer
Connections
Newaygo County Community
Services Volunteer Center
Resource Center - Flint

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

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

Contact
Alfredia Dysart-Drake
Chuck Wiesen, Interim
Chris Kanta

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

Jerry Mclntyre
NovaJean Casler

Tricia Pulis
Carol Dillenbeck
Lara MacGregor
Kathy White

$25.00

Brad Densmore

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

Shelly Schadewald
Paula Trentman
Susan Minckler

$150.00
7/18/01

Denise Hubbard
Sherri Anderson

$150.00
7/3/01

Dale Weighill

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

Lori Offenbecher

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

Carol Blake
Jan Watz
Nicole Bliss
Kris Theisen
Sharon Neuman

S:\CMA\CAMPAIGN\Campaign Administralion\Donor Tracking\Family DivisionWCM Operating Council Strategy doc

�Updated by Kate Sperti

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

Page 2

$25.00

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

January 14, 2002

Georgina Rozeboom-Doster
Camille Riley
Nonie Brennan
Kristina Beamish
Aaron Cantrell
Melissa Sherry
Barbara Lemcool
Susan Smethurst
Kathryn Rossow
Martha Bottomley
Cindy Miller

S:\CMA\CAMPAIGN\Campaign AdministrationMJonor Tracking\Fami!y DivisionWCM Operating Council Strategy doc

�1/14/2002

ConnectMichigan Alliance Campaign
MCC Member Institutions Worksheet
Institution

President

Adrian College

Stanley Caine

Albion College

Peter Mitchell 5,000

$5,000

Alma College

Saundra J.
10,000
Tracy
Niels-Erik
5,000
Andreasen
Harry
5,000
Knopke
Gaylen Byker 5,000

$3,000

Michael Rao

10,000

$10,000

Randolph
Flechsig
Samuel
Kirkpatrick
William
Sederburg
Juan Olivarez

10,000

$10,000

5,000

$5,000

Mark Murray

10,000

$10,000

Andrews University
Aquinas College
Calvin College
Central Michigan
University
Davenport University
Eastern Michigan
University
Ferris State University
Grand Rapids
Community College
Grand Valley State
University
Hope College
Jackson Community
College
Kalamazoo College
Kalamazoo Valley
Community College
Kirtland Community
College
Lansing Community
College
Madonna University
Marygrove College

Suggested
Gift
5,000

Gift/
Pledge
$5,000

10,000
10,000

James
5,000
Bultman
Daniel Phelan 10,000

$5000

James Jones

5,000

$5,000

Marilyn
Schlack
Charles Rorie

5,000

$5,000

Paula
Cunningham
Sr. Rose
Marie
Kujawa
Glenda Price

5,000

S \CMA\CAMPAIGN\Campaign AdminislralionNDonor Tracking\Family DivisioiAMCC Inst 12-12-01 doc

5,000

5,000
5,000

$1,500

�1/14/2002

Michigan State
University
Mid Michigan
Community College
Northwood University
Olivet College

M. Peter
McPherson
Ronald Verch

5,000

David Fry
Don Tuski

5,000
5,000

Saginaw Valley State
University
Saint Mary's College

Eric
Gilbertson
Thaddeus
Radzilowski

10,000

Schoolcraft College

Richard
McDowell

New memberswe are not
pursuing a. gift
at this time.

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

Richard
Artmann
Lee Bellinger

5,000

Declined

10,000

$10,000

Irvin Reid

10,000

Elson Floyd

10,000

S:\CMA\CAMPAIGNACampaign Administration\Donor Tracking\Family DivisionMUCC Inst 12-12-01 doc

10,000

$10,000

$10,000

5,000

$10,000

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                    <text>C onnec tMy?higan
Memorandum
To:

CC:

From:

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

Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings

Campaign Cabinet
Tim Swope, Michigan Nonprofit Association

William C. Richardson

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

Date:

March 8, 2002

Re:

CMA Campaign Update Snapshot

Campaign Cabinet
Edward O. Blews
Carolyn Bloodworth
iNonie Brennan
Stanley P. Caine
Richard Cole
Robert Collier
Neeta Delaney

Overall Snapshot
On the Snapshot, you will notice an addition in the Future Requests Column. We have added an
approximation of the total possible funding that will be provided by our future requests that are over
$25,000. We are moving forward with the corporate aspect of this campaign, and will be
determining, with your help, as well as the help of other cabinet members, individual amounts,
based on the corporation.
The W.K. Kellogg Foundation has approved an additional grant to us in the amount of $250,000 to
strengthen the infrastructure of volunteerism in Michigan by supporting the fund development
capacity of a statewide organization to promote and increase the capacity for volunteerism. This
grant is above and beyond the $1 million foundation grant that was awarded by W.K. Kellogg
Foundation.
We have received information from the Strosacker Foundation that the proposal that we have
submitted to them will be placed on the agenda for consideration at the Foundation's May board
meeting.
The Frederick S. Upton Foundation has asked that we rewrite the proposal which was submitted to
them late last month, so that it fulfills their grant application format. This information has been
recompiled and will be submitted to them by their deadline of the 24th of April. Once the new
application is received, our request will be placed on the agenda of their May board meeting for
consideration.
Correspondence received by the Rotary Charities of Traverse City informed us that our proposal
was received and the Board will consider at their next meeting in April whether we will be assigned
a review committee.

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

We have submitted to The Kresge Foundation the additional information that they have requested.
It is our understanding that our request to them will be considered at their board meeting this
month.
Community Foundations
We have submitted a request to the Community Foundation of Greater Flint in the amount of
$25,000.

MAR 1 1 2002

Additional Activity
The ConnectMichigan Alliance Cabinet Meeting is confirmed for Tuesday, March 26, 2002 at the
University Club in Lansing from 10 am to noon, with lunch to follow. There will be an agenda and
RSVP form for this meeting sent the week of March 11, 2002.

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

�ConnectMichigan Alliance Gift Snapshot

3/8/2002
Gifts and Pledges of $10,000 or more

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

Amount

$1,250,000.00
$1,000 ,000.00
$1,000,000.00
$1,000,000.00
$350,000.00
$150,000.00
$150,000.00
$100,000.00
$100,000.00
$100,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$30,000.00
$30,000.00
$25,000.00
$25,000.00
$15,000.00
$10,000 .00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10 ,000.00
$10,000.00

Amount

Requests of $10,000 or more

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

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

Future Requests of $25,000 or more

$1,775,000.00

Total:

$6,365,000.00

$132,660.00
$5,757,660.00
TOTAL:

$12,122,660.00

* Proposal sent: waiting for response

# Proposal sent: more information requested
@ Proposal in process: contact made
" Proposal in process: contact strategy in process

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

�Community Foundations (Council of Michigan Foundations)

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

Amount
Requested
$500
$2,500

Pledge/Gift

Updated March 8,2002

Comments

Common grant

$10,000

Common grant

$2,000
$30,000

$2,000
$30,000

Bay Area Community Foundation

$8,000

None

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

$5,000
$1,000

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

$2,000
$25,000

$25,000

$3,500

$1,500

$25,000
$45,000

$15,000

$9,000
$100,000

$100,000

Proposal sent 02-2802
Check received
12/7/01
Common grant
Paperwork received
12/7/01

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

$3,500
$50,000

$10,000

$5,000

$100,000

$50,000

Decision made;
paperwork in process

$5,000
$1,000

$1,000
Sam to contact

$4,000

None

Does not affect area.

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

�Community Foundations (Council of Michigan Foundations)

Hillsdale County Community
Foundation
Jackson County Community
Foundation
Kalamazoo Community Foundation

Updated March 8,2002

$2,500
$25,000

$10,000

$100,000

None

Leelanau Township Foundation, Inc.

None

First installment
received 03-05-02
Unable to respond
due to the nature of
the request.
No, only Leelanau
Twp.
$1,000 Check
received 12/20/01

Lenawee Community Foundation

$3,000

$3,000

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

$500

$500

$500

$500

$500 Check received
12/20/01

$5,000

Proposal sent
01-19-02

Sturgis Area Community Foundation
Upper Peninsula Community
Foundation Alliance

$2,500
$2,500
$25,000
$1,000
$3,000

$1,500

$8,000

None

$5,000
$1,500

$500

Does not meet their
giving requirements
Common grant

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

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                    <text>ConnectMy^higan
Memorandum
To:

Michelle Engler
Julie Fisher Cummings
Bill Richardson

CC:

Campaign Cabinet
CMA Board of Trustees
Tim Swope, Michigan Nonprofit Association

From:

John Lore, President &amp; CEO, CMA

Date:

May 6, 2002

Re:

CMA Campaign Update Snapshot

Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings
William C. Richardson
Campaign Cabinet
Edward O. Blevv.s
Carolyn Bloodworth
Nonie Brennan

Much has happened since our last campaign update on March 6, 2002! We are moving
forward on a productive path. The "Gifts and Pledges" column is increasing dramatically
thanks to the commitment of our Campaign Tri-Chairs and our CMA Campaign Cabinet.
We received great news from the Kresge Foundation. The Kresge Foundation approved
our request for $1,000,000. The grant is in the form of a campaign completion match.
Simply stated it will be officially awarded after we raise $9,000,000. There is now even
more rationale to complete the campaign, because of this campaign completion match
and the direct dollar for dollar match from the State.
We received a gift of $250,000 from General Motors Corporation.
Thanks to the incredible commitment of Terry Pruitt we received a generous gift of
$100,000 from Dow Corning. This is a significant gift, considering the size of the
foundation and recent staff and expense reductions at Dow Corning. A special note of
appreciation to Terry!
Thanks to the diligent guidance and continued encouragement of Carolyn Bloodworth, we
received a generous gift of $50,000 from Consumer's Energy Foundation. Because of the
size of the Consumer's Energy Foundation and the state of the economy in the utilities
industry, we were pleasantly surprised to receive this level of funding. This gift is singly
the result of Carolyn's commitment to CMA. A special note of appreciation to Carolyn.

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

Peter Secchia is persistent! That statement is evident in the gift of $25,000 from the
Richard and Helen DeVos Foundation. Our original request to the foundation was denied.
However, Peter would not give up. As a result we received a smaller gift, but nonetheless
appreciated. As Dottie Johnson has reminded me several times, "at this stage in the
campaign any gift of any amount is important".
And finally, a true and heartfelt note of appreciation to F. Martin and Dottie Johnson for
their generous personal gift of $10,000. This is in addition to all of the impressive work of
Dottie for the CMA Campaign, and is indeed above and beyond the call of duty.
You will notice from the column of "Requests of $10,000 or more" we still have the
potential of some major gifts! Bill Richardson and Dottie Johnson have been working
diligently on the Midland requests and on the Chrysler request. Julie Fisher Cummings,
Michelle Engler and I are working on the "Future requests of $50,000 or more" with a
meeting of CEO's of major corporations and organizations schedule for June 26, 2002 in
Detroit, at which the Governor and Michelle Engler will seek financial support for CMA. In
addition to Governor and Michelle Engler, Peter Cummings and Julie Fisher Cummings
will act as hosts to the event. All four will be authoring invitations to more than fifty
Southeastern Michigan CEOs.
Connect Michigan Alliance P.O. Box 22004 Lansing, Michigan 48909-2004 • phone 888-242-7075 fax 517-241-3869
Building, Strengthening and Investing in Michigan Communities
A partnership of: Michigan Campus Compact, Michigan Community Service Commission, Michigan Nonprofit Association, Volunteer Centers of Michigan

�ConnectMichigan Alliance Gift Snapshot
5/7/2002
Gifts and Pledges of $10,000 or more
W.K. Kellogg Foundation
Charles Stewart Mott Foundation
Herbert H. and Grace A. Dow Foundation
Ford Motor Company Fund
Kresge Foundation
DTE Energy Foundation
General Motors Corporation
Comerica
McGregor Fund
Community Foundation for Southeastern Michigan
Dow Coming
Peter D. and Julie F. Cummings
Hudson-Webber Foundation
Consumer's Energy Foundation
Fremont Community Foundation
Frey Foundation
Grand Rapids Community Foundation
Whitney Fund
Battle Creek Community Foundation
Russell G. Mawby
Capital Region Community Foundation
Richard and Helen DeVos Foundation
Secchia Family Foundation
Muskegon Community Foundation
Blue Cross Blue Shield of Michigan Foundation
Jackson Community Foundation
F. Martin and Dorothy A. Johnson
Assoc. of Independent Colleges and Universities of Michigan
Central Michigan University
Davenport University
Grand Valley State University
Michigan State University
Saginaw Valley State University
University of Michigan
Western Michigan University
Other Gifts

Amount
$1,250,000.00
$1,000,000.00
$1,000,000.00
$1,000,000.00
$1,000,000.00
$350,000.00
$250,000.00
$150,000.00
$150,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$30,000.00
$30,000.00
$25,000.00
$25,000.00
$25,000.00
$15,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00

TOTAL:

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

Amount

DaimlerChrysler Corporation *
Dow Chemical *
Fifth Third Bank *
Wege Foundation *
Gerstacker Foundation *
Cook Charitable FoundationA
Meijer Corp *
Les Tassell *
McKinley Foundation*
Haworth Furniture *
Strosacker Foundation *
Gordon Food Service *
Knight Foundation A
Second Story Construction *
Community Foundation of Greater Flint*
Frederick S. Upton Foundation *

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

Future Requests of $50,000 or more

$1,775,000.00

Total:

$4,040,000.00

$132,660.00
$7,192,660.00

Total:

Requests of $10,000 or more

$11,232,660.00

Total gifts, pledges and requests if granted: $ 11,232,660.00

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                    <text>C onnec tMy?higan
Memorandum
To:

CC:

Michelle Engler
Julie Fisher Cummings
Bill Richardson

Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings

Campaign Cabinet
CMA Board of Trustees
Tim Swope, Michigan Nonprofit Association

William C. Richardson
Campaign Cabinet
Edward O. Blews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richard Cole
Robert Collier

From: John Lore, President &amp; CEO, CMA
Date:

June 5, 2002

Re:

CMA Campaign Update Snapshot

More positive reinforcement since our last campaign update on May 6, 2002! We have
reformatted our Gift Snapshot to reflect regional requests rather than individual requests.
We feel this will present a clearer picture of our progress. As you will see from the
snapshot, we have matched 75% of the State challenge match. Only 25% yet to be
matched by November, 2002!!!!!
Great news from Richard and Helen DeVos! Their foundation granted an additional gift of
$75,000 to CMA. This brings their total gift to $100,000. Thanks to Peter Secchia and
Diana Sieger for their persistence and Richard and Helen for their continued generosity.
Good news from Wolverine World Wide Foundation! We received a gift of $25,000 for
CMA from Robert Sedrowski, Chairman of the Foundation. More hard work by Peter and
Diana.
Ranny Rieker, Elyse Rogers, Terry Pruitt and Judy Rapanos have been working overtime
in Midland. We received a grant of $12,500 from the Charles J. Strosacker Foundation.
As a result of the efforts of the Midland team we have pervasive representation from the
Midland funding community. We still have two potential major gifts in Midland, through
the Dow Chemical Company and the Gerstacker Foundation.
Above and Beyond is a phrase that comes to mind with the gift of $10,000 from Bill and
Nancy Richardson! Bill has done an incredible job in the Foundation Division of the
campaign. The leadership gifts of $1,250,000 from Kellogg and Mott were largely through
the efforts of Bill and Dottie Johnson. The added $250,000 commitment from each
foundation was a singular effort of Bill's. Thank you Bill and Nancy.

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

Kathy Rossow helped to secure a grant of $5,000 dollars from the Frederick S. Upton
Foundation. We appreciate their efforts and we appreciate the commitment of resources
from a friend of philanthropy Stephen Upton.
Michelle Engler and Julie Fisher Cummings had a productive visit with Lillian Bauder
President of the Masco Foundation. There is an interest on the part of Lillian to support
CMA. Kate is currently scheduling a meeting for me to meet with Lillian to follow up on
the discussions by Michelle and Julie with Lillian.
The remaining 25% of the challenge match will be challenging. However, we must
succeed because of the importance of our mission.

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

�ConnectMichigan Alliance Gift Snapshot
6/5/2002
Gifts and Pledges of $10,000 or more
W.K. Kellogg Foundation
Charles Stewart Mott Foundation
Herbert H. and Grace A. Dow Foundation
Ford Motor Company Fund
Kresge Foundation
DTE Energy Foundation
General Motors Corporation
Comerica
McGregor Fund
Community Foundation for Southeastern Michigan
Dow Corning
Peter D. and Julie F. Cummings
Hudson-Webber Foundation
Richard and Helen DeVos Foundation
Consumer's Energy Foundation
Fremont Community Foundation
Frey Foundation
Grand Rapids Community Foundation
Whitney Fund
Battle Creek Community Foundation
Russell G. Mawby
Capital Region Community Foundation
Secchia Family Foundation
Wolverine World Wide Foundation
Muskegon Community Foundation
Strosacker Foundation
Blue Cross Blue Shield of Michigan Foundation
Jackson Community Foundation
F. Martin and Dorothy A. Johnson
William C. and Nancy Richardson
Assoc. of Independent Colleges and Universities of Michigan
Central Michigan University
Davenport University
Grand Valley State University
Michigan State University
Saginaw Valley State University
University of Michigan
Western Michigan University
Other Gifts
Total:
Regional Requests Pending

Amount
$1,250,000.00
$1,250,000.00
$1,000,000.00
$1,000,000.00
$1,000,000.00
$350,000.00
$250,000.00
$150,000.00
$150,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$30,000.00
$30,000.00
$25,000.00
$25,000.00
$25,000.00
$15,000.00
$12,500.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$137,760.00
$7,570,260.00
Amount

Southeastern Michigan
West Michigan
Midland

$2,000,000.00
$545,000.00
$350,000.00

Total:

$2,895,000.00

TOTAL GIFTS, PLEDGES AND REQUESTS IF GRANTED:

$10,465,260.00

Total gifts, pledges and requests if granted: $ 10,465,260.00

�</text>
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                    <text>NOV 0 1 2002

Campai~"'

MEMORANDUM

Tri-Chairs

Mirlwllf' Enp:lt•t·
Julit&gt; Fiolwt· Cumminp:,

To:

\\ illiarn C. RichanJ,,on

Sam Singh
Kyle Caldwell

Campajl-!n Cabinet
Etl\\anl 0. Bll.'ws

From:

John Lore

Carol~

n Blooth\()t'lh

'lonit· Bn·muan

Date:

October 31, 2002

Stanlt·~

P. Caint·

Riehat·d Colt•

RE:

H.olwrt Collier

ConnectMichigan Alliance Campaign

'lt•Pta DPianq

O,n ill 0. Ep:nf'r

There have been many recent developments in the fundraising plan for the
ConnectMichigan Alliance Campaign. The following attachments should
provide an update of these activities:

Erit· H. Gillwt·bnn
"ada llall
Do roth~ \ . John so n
John Lon·
\rf'ml D. Luhht•t·,

New Snapshot
DaimlerChrysler: A meeting has been scheduled by Frank Fountain's office for
Virgil Carr to meet with the DC board member that needed more information.
This meeting will take place this Friday, November 1, 2002 at 7 am. Attached
are the bullet points that were sent to Virgil in preparation for that meeting.
Dow Chemical Company: Attached is a letter sent to Dottie Johnson requesting
her help in communicating with Alan Gilmour of the Dow Chemical Company.
Towsley Foundation: Attached is a letter to Ranny Reicker requesting
information regarding are-approach ofthe Towsley Foundation.
James L. and JohnS. Knight Foundation: Attached is a letter to Julie Fisher
Cummings requesting her assistance in communicating with Heath Meriwether in
regards to the Knight Foundation.
Southeastern Michigan Strategy: Attached is a sample of the letter that was
sent to the remaining 57 Southeastern Michigan Corporations that have not yet
responded to our request.
Gifts from Multi Client Lobbying Firms on behalf of Governor and Mrs.
Engler: Attached is an email sent to Dottie Johnson requesting her assistance
with David Haynes and Tom Hoisington.

Ru""ll G. Ma"h~
B,u·bara 1\lif't'ao
\ndt·ra F. Nt•" man
Juan Oli,an·z
Joel Orosz
TctT) Prnill
Juclith Ann Uapanos
Patt·icia Ut') noltl s
\nnt• Host&gt;wa rne
Kalht·yn Ho"m'
Pett•t· S!'c&lt;"hia

Diana

Slt&gt;~f'r

Gl .. nn D. Stl'il

J uti)

T~

mowirz

I can provide more detail to you on each of these items, and I look forward to
gaining your insight as we complete the campaign!

Connf't'l .\'l it·higan \lliam·p P.O. Bo'l. 22004 Lansing. Michigan 18909-200 I • phon!' 888-212-7075 fa, 517-211-3869
lsndtll!t~ "tn·n_tl~t•ntn_ .11tol '""''''"" 111 \li I;,.,,

I

''"""nit .,

\ pat'LIH' l'S hip of: Michigan Campus Cornpa!'l, Michigan Community SPt·vice Commission. Michigan Nonpt·ofit \s;oriation. Volunll.'!'t' Cenleo·s of Michigan

�ConnectMichigan Alliance Gift Snapshot
10/30/2002

Gifts and Pledges of $10,000 and more
Charles Stewart Matt Foundation
W.K. Kellogg Foundation
Herbert H. and Grace A. Dow Foundation
Ford Motor Company Fund
The Kresge Foundation
DTE Energy Foundation
General Motors Corporation
Comerica Bank
McGregor Fund
Community Foundation for Southeastern Michigan
Dow Corning Foundation
Peter D. and Julie F. Cummings
Hudson-Webber Foundation
Masco Corporation
Richard and Helen DeVos Foundation
Consumers Energy Foundation
Fremont Community Foundation
Frey Foundation
Gerstacker Foundation
Grand Rapids Community Foundation
Whitney Fund
Battle Creek Community Foundation
Blue Cross Blue Shield of Michigan and Blue Care Network
Russell G. Mawby
Capital Region Community Foundation
Secchia Family Foundation
Wolverine World Wide Foundation
UnitedAuto Group
Muskegon Community Foundation
Strosacker Foundation
Blue Cross Blue Shield of Michigan Foundation
Jackson Community Foundation
Governor John and Michelle Engler
F. Martin and Dorothy A. Johnson
William C. and Nancy Richardson
Association of Independent Colleges and Universities of Michigan
Central Michigan University
Davenport University
Grand Valley State University
Michigan State University
Saginaw Valley State University
University of Michigan
Western Michigan University
Other gifts
Funds from the State yet to be matched :
Total:

Amount

State Match

Total with Match

$1 ,250,000.00
$1 ,250,000 .00
$1 ,000,000.00
$1 ,000,000.00
$1 ,000,000.00
$350,000.00
$250,000.00
$150,000.00
$150,000 .00
$100,000.00
$100,000 .00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$50,000.00
$50 ,000.00
$50,000 .00
$50,000.00
$50,000.00
$50,000.00
$30,000.00
$30,000.00
$30,000.00
$25,000.00
$25,000.00
$25,000 .00
$20,000.00
$15,000 .00
$12,500 .00
$10,000 .00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000 .00
$10,000 .00
$10,000.00
$10,000 .00
$10,000 .00

$1 ,250,000.00
$1 ,250,000 .00
$1 ,000 ,000 .00
$1 ,000,000.00
$1 ,000,000.00
$350,000.00
$250,000.00
$150,000 .00
$150,000.00
$100,000.00
$100,000 .00
$100,000.00
$100,000.00
$100,000.00
$100 ,000.00
$50,000.00
$50,000.00
$50,000 .00
$50,000 .00
$50,000 .00
$50,000.00
$30,000.00
$30,000 .00
$30,000.00
$25,000.00
$25,000.00
$25,000.00
$20,000.00
$15,000.00
$12,500.00
$10,000 .00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10 ,000 .00
$10,000 .00
$10,000.00
$10,000 .00
$10,000 .00
$10,000 .00

$2 ,500,000.00
$2 ,500,000 .00
$2,000 ,000 .00
$2,000,000 .00
$2,000,000.00
$700,000.00
$500,000.00
$300,000.00
$300,000.00
$200,000.00
$200 ,000.00
$200 ,000 .00
$200,000 .00
$200,000 .00
$200,000 .00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$60,000 .00
$60,000 .00
$60,000.00
$50,000.00
$50,000.00
$50 ,000.00
$40,000.00
$30,000 .00
$25,000.00
$20,000.00
$20,000.00
$20,000.00
$20,000 .00
$20,000 .00
$20,000 .00
$20 ,000.00
$20,000.00
$20,000.00
$20,000.00
$20,000.00
$20,000.00
$20,000.00

$142,960.00

$142 ,960.00

$285,920.00

$2,214,540.00
$7,785,460.00 $10,000,000.00

$17,785,460.00

�DaimlerChrysler's Perpetual Impact on Volunteerism and Service in Michigan
• A $1million commitment from DaimlerChrysler would immediately leverage an additional
$1 million in matching funds as a result of the State of Michigan's $10 million challenge
grant for the purpose of strengthening volunteerism in Michigan.
• A $1 million commitment from DaimlerChrysler will result in $4.2 million overall when
the $1 million campaign completion match from The Kresge Foundation and the $100,000
campaign completion match from the Dow Corning Foundation are added.

State
Total
Donor
Grant
Match
Impact
DaimlerChrysler $1 ,000,000 $1,000,000 $2,000,000
The Kresge
$1 ,000,000 $1 ,000,000 $2,000,000
Foundation
Dow Corning
$100,000
$100,000
Foundation
$200,000
TOTAL

4,200,000

• Governor John Engler has agreed to use a $1 million commitment from DaimlerChrysler to
re-approach General Motors to ask them to consider increasing their gift to a level
consistent with both DairnlerChrysler and Ford.
• DairnlerChrysler' s direct impact on this campaign is $4.2 million which will result in an
annual return of$210,000 for volunteerism and service (estimating an annual return of
5%). DaimlerChrysler' s total impact on this campaign may be as much as $6.2 million
which will result in an annual return of $310,000 if Governor Engler is successful in
leveraging additional support from General Motors that is consistent with support from
DairnlerChrysler and Ford.
• The ConnectMichigan Alliance campaign has realized $17.7 million of its $20 million goal
(this figure includes campaign completion challenge grants from The Kresge Foundation
and Dow Coming Foundation). A $1 million grant from DaimlerChrysler greatly enhances
the successful completion of the campaign at a time when more than $5 million is available
but also at risk (this includes the remaining balance of the state of Michigan's original
challenge, the campaign completion challenge grants from The Kresge Foundation and
Dow Corning Foundation, and other pending grant requests).

�ConnectMichigan Alliance

• The ConnectMichigan Alliance's (CMA) mission is to promote and strengthen a life-long
ethic of service and civic engagement through the support of community building
initiatives.
• CMA was established to remove and protect Michigan's national model for volunteerism
and service from national and state political changes.
• CMA is the result of a four-year, statewide evaluation and planning process involving
professionals and volunteers serving communities throughout the state.
• CMA has established eight overarching long-range goals and objectives to guide the
organization.
o

Increase access to professional development opportunities for staff and boards of
volunteer-based nonprofits, faculty and staff of K-12 and higher education
institutions, and staff and boards of community based organizations working to
strengthen local leadership through service-learning opportunities for young
people.

o

Increase long-term fmancial capacity of local Volunteer Centers and service
education programs.

o

Provide citizens in each of Michigan's 83 counties with access to volunteer
initiatives through local Volunteer Centers.

o

Create statewide networks to help local volunteer-based nonprofits develop new
and long-term solutions to community problems.

o

Work in partnership with the MCSC and Michigan Department of Education to
help local school districts promote and develop connections to their communities
through volunteer and service-learning programs in grades K-12 .

o

Engage young adults in volunteering and service at every local post-secondary
educational institution.

o Improve the opportunities for local communities throughout Michigan to involve
their citizens in community-wide, regional and state events that demonstrate and
promote the power of volunteerism.
o Increase local, regional and statewide visibility of the positive impacts of servicelearning, civic engagement and volunteerism.
• CMA programs and services address four areas of need and potential: General
Volunteerism; Youth Volunteerism; Higher Education; and Training and Technical
Assistance.

�• CMA creates a more comprehensive and collaborative approach to community building.
CMA improves the ability of metropolitan Detroit nonprofit and public organizations and
institutions, as well as those serving other communities throughout the state, to respond to
the local needs. As a partner in local initiatives, CMA is not prescriptive in the application
of its resources. Local nonprofits identify community needs and are able to access and
apply CMA programs and services in a manner that best serves the Detroit metropolitan
area.
• CMA provides increased access to training and technical assistance necessary to build the
capacity of local nonprofit organizations to meet their communities' most pressing social,
charitable, economic, cultural, educational, faith-based, and civic needs.
• CMA will provide access to a strong and effective Volunteer Center for every Michigan
resident. Currently about 60 percent ofthe state's population has access to a local
Volunteer Center.
• CMA increases grant opportunities for local service learning programs to engage more
Michigan young people in service.
• CMA increases opportunities for local Volunteer Centers to engage more citizens,
including families, in volunteerism and service.
• CMA maximizes state and federal government resources to empower local communities to
address their local challenges.
• CMA increases the understanding and use of service-learning in the work of communitybased nonprofits, K-12 schools and institutions ofhigher education.
• CMA provides much-needed statewide infrastructure support to local volunteer and service
organizations working to maximize their capacities to improve the quality of life through
volunteer human resources in communities throughout the state. It is estimated that
thousands of Michigan volunteers annually will maximize their investment of time and
expertise as a result of better coordinated local volunteer and service opportunities.
• CMA creates higher efficiency in human and fmancial capital management by eliminating
the territorial silos of Michigan's volunteer and service initiatives, by forming strategic
partnerships between key stakeholders (local and state-level), and by coordinating
available resources "under one roof." It is estimated that millions ofMichigan residents
annually will benefit in terms of an increased quality of life as a result of local and statelevel coordination of resources and expertise.
• CMA ensures continuity of resources, programs and services, and local impacts by
transitioning state-managed volunteer and service programs, such as America' s Promise
and Make-A-Difference Day, under private nonprofit sector management. This initiative
effectively removes essential volunteer and service initiatives from the context of party
politics on both state and national levels. CMA also maximizes the local impact of these

�programs by developing a network through which practitioners can share priorities and
best practice applications. The first statewide program coordinator for these and other
future programs began service to local communities throughout the state on November 1,
2002.
• CMA Program Coordinator
• CMA maximizes the return on investment in volunteer and service initiatives by
establishing an infrastructure that increases access to statewide resources encourages the
sharing ofbest-practice methodologies throughout the state. The first incursion in this
practice involves a strategic partnership between United Way Community Services of
Detroit and CMA. The two organizations will support a Detroit CMA liaison who will be
headquartered at UWCS in Detroit and have an office at CMA in Lansing. This ensures
Southeastern Michigan will have immediate knowledge of and access to statewide
resources. It also encourages the sharing ofbest-practice initiatives coming out of
Southeastern Michigan, as well as those in other regions throughout the state.

ConnectMichigan Alliance Impact
• As CMA networks with nonprofit organizations serving metropolitan Detroit in employing
strategies to meet its overarching goals, the following impacts will be realized in
metropolitan Detroit (similar outcomes are projected for all Michigan communities):
o Detroit organizations will have more skilled and dedicated volunteers and Board
members because of increased access to regional professional development workshops
and seminars.
o The George W. Romney Volunteer Center and other regional Volunteer Centers
serving metropolitan Detroit will increase their organizational capacities to provide
universal access for every Detroit citizen to serve.
o Detroit organizations will have access to resources necessary to convene local partners
in the development of market-specific programming that encourages youth
volunteerism, family volunteerism, rural business volunteer councils, and urban
corporate volunteer councils.
o Thousands of Detroit students will experience the benefits ofvolunteerism before
graduating from high school and will have increased learning through "hands-on" and
meaningful learning opportunities that are tied to "real-life" experiences.
o Michigan Campus Compact will increase service-learning and civic engagement
programming to reach all metropolitan Detroit institutions of higher education. This
programming will involve thousands of students in local volunteer activities throughout
the community.

�o Detroit organizations will have increased capacity for programming that may include,
but is not limited to, America's Promise, Make A Difference Day, National Volunteer
Week, and National Youth Service Day.
o Detroit organizations will have increased capacity to promote initiatives and recognize
the impact of individuals and groups that participate in service-learning, civic
engagement and volunteerism in communities throughout Metropolitan Detroit.

�Campaign Tl"i-Chait·s
Michelle Engler
Julie Fishe r Cummings
William C. Ri chard son

October 17, 2002

Campaign Cabine t

Ms. Dorothy A. Johnson
President Emeritus
Council ofMichigan Foundations
c/o The Ahlburg Company
41 Washington Avenue
Suite 347
Grand Haven, Michigan 49417
Dear Dottie:
Would you be willing to send this snapshot (with a note from you) to Alan
Gilmour and ask him to help us with Dow Chemical? I can't help but feel that
Dow will want to be a part of this campaign when they see the solid Midland
participation. In reality, Dow Chemical is the only major player in Midland not
participating. I think the snapshot might be helpful to encourage their
consideration. We will not need to do much more than encourage Alan's
involvement since Dow Chemical has already received two proposals. If you are
willing to send him a note it might make a difference. The positive aspect for
Alan is not only the Midland concentration, but also the fact that the Ford Motor
Company Fund has contributed One Million Dollars. What do you think Dottie?

Edward 0 . Blew
Ca rol yn Bloodwot·th
Nonie Brennan
Stanley P. Caine
Richard Cole
Robert Colliet·
Neeta Delaney
David 0. Egner
Eric R . Gilbertson
Karla Hall
Doroth y A. J ohnson
J ohn L01·e
Arend D . Lubber s
Russell G. Mawby
Barbara Miet·as
Andrea F. Newma n
Juan Olivarez
J oel Orosz
Terry Pruitt
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarne
Kathryn Rossow
P eter Secchia
Diana Sieger
Glenn D . Steil
Judy Tymowicz

cc: Bill Richardson

Connect Michigan Alliance P. 0 . Box 22004 Lansing, Michigan 48909-2004 • phone 888-242-7075 fax 517-241-3869
Building, Sti·cngthcning a nd In vesting in Michigan Communities
A partnership of: Michigan Campus Compact, Michigan Community Service Commission, Michigan Nonprofit Association , Volunteer Centers of Michigan

�Campaign Tri-Chairs
Michelle Engle•·
Julie Fisher Cummings
William C. Ri chudso n

October 16, 2002

Campaign Cabinet
Edward 0 . Blews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richud Cole
Robert Collier
Neeta Delaney
David 0. Egner
Eric R . Gilbertson
Kula Hall

Ms. Margaret Ann Reicker
2216 Mapleleaf Drive
Midland, Michigan 48640
DearRanny:
How does the old adage go----so close, yet so far! As June 2003 approaches I am
mindful of the deadline for the challenge match from The Kresge Foundation and
from the State of Michigan. We talked last year about re-approaching The
Towsley Foundation. Is that still an option we could pursue? As you will see
from the snapshot, a major gift from Chrysler and a few other surprises will bring
us to completion. I know there were a variety of issues surrounding the Towsley
request. Consequently, I will not take any action until I hear from you. I hope all
is going well with you and I am sorry we did not have an opportunity to chat at the
CMF Meetings on Mackinac Island. I look forward to hearing from you.

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

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

�October 17, 2002

Campaign Tri-Chair·s
Mi chelle Engler·
Julie Fisher Cummings
William C. Richard so n
Campaign Cabinet
Edward 0 . Blews
CaJ"Olyn Bloodworth
Nonie Brennan
Stanley P. Caine
RichRl'd Cole
Rober·t Collier

Mrs. Julie Fisher Cummings
100 Riverfront Park Drive
Number 2611
Detroit, Michigan 48226

Neeta Delaney
David 0. Egner
Er·ic R . Gilbertson

Dear Julie:
It was great to see you on the Island during CMF's annual meeting. Thank you
for introducing me to Heath Meriwether.

We would very much like to approach the JohnS. and James L. Knight
Foundation for a grant for the CMA campaign. As we understand it through
conversations with Mariam, there have been some changes in the manner in
which the Foundation handles grant requests. But we have been advised that
starting with Heath is our best strategy.
I have enclosed the most recent Gift Snapshot from the campaign. We are very
close to reaching our goal and hope to get a major boost from DaimlerChrysler
Corporate Foundation in December. But even with a $1 million gift from them,
we still need to cultivate key relationships with other potential funders such as the
Knight Foundation in order to fully subscribe CMA $20 million goal for the
campaign.

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

Julie, would you be willing to contact Heath on CMA's behalf to open the door
for a formal request?
I appreciate all of your efforts on behalf of CMA to date and look forward to
continued success for volunteerism and service learning in our great state.

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

�Campaign Tri-Chairs
Mi chelle Engle r·

November 1, 2002

Julie Fi her Cummings
William C. Ri char·dso n
Campaign Cabinet
Edward 0. Blews
Ca r·olyn Bloodworth
onie Brennan

Mr. Michael Daubenmier
President
AAA Life Insurance Company
17250 Newburgh Road
Livonia, Michigan 48152

Stanley P. Cai ne
Richar·d Co le
Rob ert Collier
eela Delaney
Da vid 0. Egner·
Er·ic R . Gilber·tson
Karla Hall

Dear Mr. Daubenmier:

Doroth y A. J ohnson
J ohn Lore

In August, Michelle Engler, Julie Fisher Cummings and William Richardson
introduced you to ConnectMichigan Alliance (CMA) through a request to support
a challenge match from the State of Michigan to fund a twenty million dollar
endowment. I am enclosing recent information describing the CMA Partners, as
well as a recent snapshot reflecting the current status of contributions, resulting
matches by the State and cumulative totals of funds raised for the endowment.
Notwithstanding the challenging economic environment, corporations,
foundations, individuals and organizations are responding in a dramatic fashion!
This is an opportunity to develop a sound infrastructure to strengthen volunteerism
in Michigan. Now, more than ever, we need to respond to the clear desire of our
citizens to make a difference as a volunteer. Ifl can answer any questions you
might have about the request in August please call me at our toll free number at
(888) 393-4737.
ours,,

Arend D. Lubber·s
Ru s ell G. Maw b y
Barbar·a Mieras
Andrea F. Newman
Juan Olivarez
Joel Or·o z
Ten y Pruitt
Judith Ann Rapano
Patricia Reynold s
Anne Rosewa rn e
Kathryn Rossow
P e ter· ecchia
Diana Sieger
Glenn D. Lei)
Jud y Tymowicz

//

~
Enclosures
CC:

Michelle Engler
Julie Fisher Cummings
William Richardson

Connect Mi chigan Allian ce P.O. Box 22004 Lansing, Mi chigan 48909-2004 • phone 888-242-7075 fax 517-241-3869
13ui ld ing,

tr·engtlw run g and fn vt&gt;s tin g in Mi r hi gH n Com muniti t&gt;s

A partnership of: Michigan Camp us Compact , Mi chiga n Co nununity Ser·vice Com mis ion , Michiga n Nonpr·ofit Association , Volunteer Centers of Michigan

�Page 1 of 1

Kate Sperti
From:

John Lore [lorejohn@connectmichiganalliance.org] on behalf of John Lore

Sent:

Thursday, October 17,2002 2:17PM

To:

Dottie Johnson

Cc:

Kate Sperti

Subject: Gifts from Lobbying Firms!

Dottie :
With our crazy collective schedules would it be more expedient for us to write to David and his Boss (can 't
remember the name you mentioned) encouraging using CMA as a naming opportunity, honoring John and
Michelle? Anne did talk directly to Michelle and Michelle supported our request except for small gifts from their
collective staffs . Both Michelle and John want those (staff gifts) to go to the Endowment in their name at the
Community Foundation . Apparently they are about $4 ,000 dollars short of qualifying for the Endowment level.
If you think that is the most expedient route , I would suggest that you do a draft of the letter and Kate can send it
from this office using CMA Campaign letterhead . In the body of the letter you could indicate that I will meet with
one or both of them to structure the request for each firm . If one of them would author the letter we could send
them from this office. What do you think?
JohnS. Lore
President and CEO
ConnectMichigan Alliance
1048 Peirpont Suite 3
Lansing , Michigan 48911
Phone 517.492 .2442 Direct
Fax 517.492 .2444
Cell Phone 517 .974.4801

10/30/2002

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Major Gifts Calendar

Foundations

Amount

Due Dates

A &amp; V Dow Family Foundations

$50,000

911 , 2/ 1

Ameritech Foundation

$50,000

Ongoing

Besser Foundation

$50,000

BCBS Foundation

~/&amp;.. ~ ~

~

Ongoing

Chutney Foundation

$25,000

7/1

CFSEM

$50,000

Ongoing

C. J. Strosacker Foundation

12.5,ooo

lOll

Consumers Energy Foundation

$25,000

Ongoing

C. S. Mott Foundation

$1 ,000,000

Ongoing (quarterly)

Detroit Edison Foundation

$25,000

3/ 15 , 6/15 , 9/15 , 12/15

Dyer lves Foundation

$5,000

Ongoing

Dykstra Charitable Foundation

$5 ,000

Frey Foundation

$25,000

Ongoing (quarterly)

F. S. Upton Foundation

$25,000

3/15, 6/15 , 8/ 15' 10' 15

Gerber Foundation
Herrick Foundation

$100,000

H &amp; G Dow Foundation

$500,000

Ongoing (bi-monthly)

H &amp; M Towsley Foundation

$250,000

1st Quarter

H. R. Wickes Foundation

Ongoing (quarterly)

�Hudson-Webber Foundation

$50,000

JSJ Foundation

$25,000

3/15, 8/15, 12/15

Knight Foundation
Kresge Foundation

$ 1,000,000

Ongoing (5 mtgs/yr)

McGregor Fund

$50,000

Ongoing

McKinley Foundation

$5,000

Ongoing

Philip D Miller Foundation

$25,000

Pistons-Palace Foundation

$10,000

R. M. Gerstacker Foundation
Rotary Charities

/C ^50*

2/1
5/1, 11/1

$50,000

9/1, 3/1

Skillman Foundation

$250,000

Ongoing (5 mtgs/yr)

Steelcase Foundation

$50,000-

Ongoing (quarterly)

T &amp; L Abrams Foundation

$25,000

5/31

Weatherwax Foundation

$25,000

Ongoing

Whirlpool Foundation

$50,000

1/1,4/1,7/1, 10/1

W K. Kellogg Foundation

$1,000,000

Ongoing

Daimler Chrysler

$ 1,000,000

Ongoing (3-4 months)

Dow Corning

$50,000

Ongoing

Ford Motor Company

$ 1,000,000

Ongoing

General Motors

$1,000,000

Ongoing

Shiffman Foundation

Corporations

Northwest Airlines

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                    <text>11 1 08 1 00

17 : 11

'0'059

MNFIVCM

~OOJ

ConnectMichigan Alliance
Major Gifts Calendar

FOUNDATION
C.S . Mott
Foundation

AMOUNT
$ 1,000,000

SUBMISSION
DATES
Ongoing
(quarterly)

STRATEGY

SOLICITOR

*RCmt
w/BW

R. Collier
M . Engler

*.ME cali BR
W.K. Kellogg
Foundation

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Ongoing

Kresge Foundation

$ 1,000,000

H&amp;GDow
Foundation
Skillman
Foundation
H&amp;MTowsley
Foundation
C.J. Strosacker
Foundation
Herrick Foundation
A&amp;VDow
Family
Foundations
Ameritech
Foundation
Besser Foundation
CFSEM
Hudson-Webber
Foundation
McGregor Fund
Rotary Charities
Steelcase
Foundation
Whirlpool
Foundation
Weatherwax
Foundation
T &amp;LAbrams
Foundation
Philip D. Miller

$ 500,000

$250,000

Ongoing
(Smtgs/yr)
Ongoing (bimonthly)
Ongoing
(5mtgs/yr)
1~1 Quarter

$ 125,000

10/1

$ 100,000
$ 50,000

9/1, 2/l

$ 50,000

Ongoing

$50,000
$ 50,000
$ 50,000

Ongoing
3/15, 8/15, 12/15

$250,000

$50,000
$ 50,000
$ 50,000
$ 50,000

Ongoing
9/l, 3/1
Ongoing
_{guarterlv)
1/1, 4/l, 7/l, 10/l

$25,000

Ongoing

$25,000

5/31

$ 25,000

Foundation
JSJ Foundation

$25,000

*KC,SS,ME
mt w/BR, JO
*ME call BR

M. Engler

STATUS
Pending
Submitted
1116
Phone 11/15
Pending
Submitted
11/3
Phone 11/8

�11 1 08 1 00

17 : 11

'0'059

MNFI VCM
~004

ConnectMichigan Alliance
Major Gifts Calendar
FOUNDATION

AMOUNT

SUBMISSION
DATES

$ 25,000

3/15, 6/15, 8/15,
10/15
Ongoing
(quarterly)
3/15, 6/15, 9/15,
12/15
Ongoing

$ 25,000

7/1

$ 10,000

2/1

$5,000

Ongoing

$ 5,000

Ongoing

F.S. Upton
Foundation
Frey Foundation

$25,000

Detroit Edison
Foundation
Consumers Energy
Foundation
Chutney
Foundation
Pistons-Palace
Foundation
McKinley
Foundation
Dyer Ives
Foundation
Dykstra Charitable
Foundation

$ 25,000

$25,000

$ 5,000

STRATEGY

SOLICITOR

STATUS

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                    <text>Connect Michigan Alliance (CMA) Endowment
Fund Allocation Guidelines

This document is designed to guide current and future leaders of the Michigan Nonprofit Association in
the allocation of the CMA Endowment proceeds. The process set forth in this document includes a brief
history of the endowment, a review process that affirmed the donor intent for the endowment
proceeds, and specific guidance for FY 2011-2014.

Background:
The ConnectMichigan Alliance (CMA) Endowment was created on July 13, 2000 with the signing of
Senate Bill968 by Governor John Engler. This bill established the state funded challenge grant of $10
million which was to be matched 1:1 by private funds that would be permanently endowed to support
volunteer infrastructure in Michigan. The $20 million campaign was completed in 2005 with payouts
completed in 2007 and permanently housed at the Capital Region Community Foundation (CRCF) as part
of a compliment of agency funds assigned to the ConnectMichigan Alliance (a 501 c 3 nonprofit
corporation).

In 2007, the ConnectMichigan Alliance (CMA) merged with the Michigan Nonprofit Association (MNA)
and transferred all responsibilities for these assets to the board of MNA. The board of CRCF approved
the assignment of the CMA Endowment proceeds to MNA in July of 2007. As part of the merger
agreement, the boards of MNA and CMA agreed to establish an advisory committee within the board of
MNA. The CMA Endowment Advisory Committee works to ensure that MNA, as the partner with
fiduciary authority of the endowment, allocates the funds in a manner that is genuine, reasonable, and
in accordance with the intended purpose of the original donors to the endowment . The original CMA
Endowment partner organizations, the Michigan Campus Compact (MCC), Volunteer Centers of
Michigan (VCM), MNA, and the Michigan Community Service Commission .{M$C2Sthave designated
(YI &lt;'-;)~
members to serve on the CMA Endowment Advisory Committee.

A review of these practices was conducted in October 2010 by an Ad Hoc committee and accepted by
the MNA Board of Directors on December14, 2010. The findings of that committee are as follows:

�1. The Committee believes that the original donor intent has been preserved and the proceeds
handled in accordance with their wishes.
2.

Staff of MNA is encouraged to continue to find productive and innovative ways for the MCSC
and MNA to partner to encourage and support service and volunteer infrastructure.

3.

During this time of economic stress and political uncertainty, MNA should continue, and prepare
to redouble its advocacy efforts on behalf of the MCSC to ensure its important leadership role in
promoting and leveraging resources for volunteerism, national service, and service-learning.

Guidance for Allocation of CMA Endowment Proceeds {annual process)
This document is designed to guide current and future leaders of MNA in the allocation of the CMA
Endowment proceeds.
Annually, staff of MNA will present to the CMA Endowment Advisory Committee, a plan for the
allocation of CMA Endowment proceeds. The plan should include the following:
•

Fund performance including asset size, growth over the previous year, and projected
allocation amount for the upcoming fiscal year;

•

MNA organizational budget that designates the allocation of the Endowment proceeds as
revenue, expenses projected to be charged to the endowment proceeds revenue line; and

•

Staff recommendations on allocation reinvestment (if any).

This process should precede and inform the annual budget meeting of the Finance Committee of MNA.
The MNA Board of Directors will then consider the recommendations as part of its annual review and
adoption of the fiscal year budget.
Specific Guidance for FY 2011-2014
The CMA Endowment partner organizations will propose to the MNA Board, the allocation of specific
funds for the fiscal years of 2011-2014 to ensure that review finding #2 (above) is upheld. In effort to
do so, MNA will establish CMA Endowment Partnership Funding Allocation Guidelines as follows:
For the period of July 2011 through June 2014, the CMA Endowment partner organizations agree to
allocate no less than $150,000 to joint partner projects that meet the following guidelines;.,

,_LI-//

(\

ID.d&gt;viJ~.J.U f-'vv.-..Y

1. Revenue from the CMA Endowment proceeds will be placed in a three-fiscal year-2!eek-bex" to
support CMA Endowment Partnership Initiatives that focus on the original donor intent.
2.

All approved initiatives must be conceived, proposed, and implemented with the full support
of all CMA Endowment partner organizations and reviewed annually as part of the normal
MNA budgeting process which includes the aforementioned CMA Endowment Advisory
Committee.

�3.

All approved initiatives must demonstrate the benefit to the CMA Endowment partners, the
state's volunteer infrastructure, and/or the field of service and volunteerism in Michigan its
regions and local communities. In addition, the proposed project will be the collective
responsibility of the partners and not the sole responsibility of any one partner.

4.

Projects may contribute to the ongoing technology infrastructure development for the state

5.

Approved projects may include those which would leverage additional funding (local, state, or
national) for partner projects.

Please Note: for the funding period of July 2011-June 2014, the partners may propose plans that would
carry forward any unexpended dollars to future years in effort to grow the joint fund.
The endowment proceeds and related expenses will be tracked as part of the organization's quarterly
budget review and presented to the MNA Board of Directors at their regularly scheduled meetings.
This plan will be reviewed annually by the staff of MNA and the CMA Endowment partners.

Proposed: March 15, 2011

�</text>
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                    <text>Connect Michigan Alliance (CMA) Endowment
Fund Allocation Guidelines

This document is designed to guide current and future leaders of the Michigan Nonprofit Association in
the allocation of the CMA Endowment proceeds. The process set forth in this document includes a brief
history of the endowment, a review process that affirmed the donor intent for the endowment
proceeds, and specific guidance for FY 2011-2014.

Background:
The ConnectMichigan Alliance (CMA) Endowment was created on July 13, 2000 with the signing of
Senate Bill 968 by Governor John Engler. This bill established the state funded challenge grant of $10
million which was to be matched 1:1 by private funds that would be permanently endowed to support
volunteer infrastructure in Michigan. The $20 million campaign was completed in 2005 with payouts
completed in 2007 and permanently housed at the Capital Region Community Foundation (CRCF) as part
of a compliment of agency funds assigned to the ConnectMichigan Alliance (a 501 c 3 nonprofit
corporation).

In 2007, the ConnectMichigan Alliance (CMA) merged with the Michigan Nonprofit Association (MNA)
and transferred all responsibilities for these assets to the board of MNA. The board of CRCF approved
the assignment of the CMA Endowment proceeds to MNA in July of 2007. As part of the merger
agreement, the boards of MNA and CMA agreed to establish an advisory committee within the board of
MNA. The CMA Endowment Advisory Committee works to ensure that MNA, as the partner with
fiduciary authority of the endowment, allocates the funds in a manner that is genuine, reasonable, and
in accordance with the intended purpose of the original donors to the endowment . The original CMA
Endowment partner organizations, the Michigan Campus Compact (MCC), Volunteer Centers of
Michigan (VCM), MNA, and the Michigan Community Service Commission (MSCS) have designated
members to serve on the CMA Endowment Advisory Committee.

A review of these practices was conducted in October 2010 by an Ad Hoc committee and accepted by
the MNA Board of Directors on December14, 2010. The findings of that committee are as follows:

�1. The Committee believes that the original donor intent has been preserved and the proceeds
handled in accordance with their wishes.
2.

Staff of MNA is encouraged to continue to find productive and innovative ways for the MCSC
and MNA to partner to encourage and support service and volunteer infrastructure.

3.

During this time of economic stress and political uncertainty, MNA should continue, and prepare
to redouble its advocacy efforts on behalf of the MCSC to ensure its important leadership role in
promoting and leveraging resources for volunteerism, national service, and service-learning.

Guidance for Allocation of CMA Endowment Proceeds (annual process)
This document is designed to guide current and future leaders of MNA in the allocation of the CMA
Endowment proceeds.
Annually, staff of MNA will present to the CMA Endowment Advisory Committee, a plan for the
allocation of CMA Endowment proceeds. The plan should include the following:
•

Fund performance including asset size, growth over the previous year, and projected
allocation amount for the upcoming fiscal year;

•

MNA organizational budget that designates the allocation of the Endowment proceeds as
revenue, expenses projected to be charged to the endowment proceeds revenue line; and

•

Staff recommendations on allocation reinvestment (if any).

This process should precede and inform the annual budget meeting of the Finance Committee of MNA.
The MNA Board of Directors will then consider the recommendations as part of its annual review and
adoption of the fiscal year budget.
Specific Guidance for FY 2011-2014
The CMA Endowment partner organizations will propose to the MNA Board, the allocation of specific
funds for the fiscal years of 2011-2014 to ensure that review finding #2 (above) is upheld. In effort to
do so, MNA will establish CMA Endowment Partnership Funding Allocation Guidelines as follows:
For the period of July 2011 through June 2014, the CMA Endowment partner organizations agree to
allocate no less than $150,000 to joint partner projects that meet the following guidelines:
1.

Revenue from the CMA Endowment proceeds will be placed in a three-fiscal year "lock box" to
support CMA Endowment Partnership Initiatives that focus on the original donor intent.

2.

All approved initiatives must be conceived, proposed, and implemented with the full support
of all CMA Endowment partner organizations and reviewed annually as part of the normal
MNA budgeting process which includes the aforementioned CMA Endowment Advisory
Committee.

�3.

All approved initiatives must demonstrate the benefit to the CMA Endowment partners, the
state's volunteer infrastructure, and/or the field of service and volunteerism in Michigan its
regions and local communities. In addition, the proposed project will be the collective
responsibility of the partners and not the sole responsibility of any one partner.

4.

Projects may contribute to the ongoing technology infrastructure development for the state

5.

Approved projects may include those which would leverage additional funding (local, state, or
national) for partner projects.

Please Note: for the funding period of July 2011-June 2014, the partners may propose plans that would
carry forward any unexpended dollars to future years in effort to grow the joint fund.
The endowment proceeds and related expenses will be tracked as part of the organization's quarterly
budget review and presented to the MNA Board of Directors at their regularly scheduled meetings.
This plan will be reviewed annually by the staff of MNA and the CMA Endowment partners.

Proposed: March 15, 2011

�</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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                    <text>Fund Advancement Plan - Start Up
(As of September 20,2001)

Lead Gifts - $2,000,000 by December 31, 2000
FOUNDATION
C.S. Mott Foundation
W.K. Kellogg Foundation

AMOUNT
$ 1,000,000
$ 1,000,000

Phase I - $6,000,000 by October 15,2001 (including lead gifts)
FOUNDATION
H &amp; G Dow Foundation
Community Foundations (excluding CFSEM, GR,
Kalamazoo, Fremont, Capital Region and Jackson)
Community Foundation for Southeastern Michigan Whitney Fund
Community Foundation for Southeastern Michigan
H &amp; M Towsley Foundation
McGregor Fund
Hudson- Webber Foundation
Frey Foundation
Kalamazoo Community Foundation
The Grand Rapids Foundation
Fremont Area Community Foundatoin
Consumers Energy Foundation
Community Foundation for Muskegon County
Capital Region Community Foundation
Jackson Community Foundation
Blue Cross Blue Shield of Michigan Foundation
Foundation Matching Gifts to Date

AMOUNT

$ 1,000,000
$ 200,000
$ 150,000 (Sept. decision expected)
$
$
$
$
$
$
$
$
$
$
$
$
$
$

CORPORATION
DaimlerChrysler
Ford Motor Company
General Motors Corporation
Comerica
Detroit Edison
SPECIAL GIFT/FAMILY DONOR

001
002
003
AICUM

$
$
$
$
$

100,000 (proposal to be developed)
250,000 (Oct. decision expected)
200,000 (Sept. decision expected)
100,000
100,000 (Nov. decision expected)
75,000 (proposal being developed)
50,000
50,000 (Oct. decision expected)
50,000 (proposal to be developed)
45,000 (Oct. decision expected)
25,000
10,000
10,000 (unsolicited gift)
33,000
AMOUNT
1,000,000 (Sept. decision expected)
1,000,000 (Oct. decision expected)
1,000,000 (Sept. decision expected)
150,000
350,000

AMOUNT
$ 1,000,000 (Sept. decision expected)
$ 100,000
$ 500,000 (Sept. decision expected)
$
10,000

1°

3.

3,5

�Phase II - $10,000,000 by October 31, 2002
FOUNDATION
Kresge Foundation
Skillman Foundation
The Rollin M. Gerstacker Foundation
Wege Foundation
C.J. Strosacker Foundation
AT&amp;T Foundation
Ameritech Corporation Contributions Program
Edyth Bush Charitable Foundation, Inc.
Dick &amp; Betsy DeVos Foundation
Herrick Foundation
Steelcase Foundation
Sebastian Foundation
A &amp; V Dow Family Foundations
Besser Foundation
Rotary Charities
The Anderson Fund
Whirlpool Foundation
Weatherwax Foundation
Talbert &amp; Leota Abrams Foundation
Philip D. Miller Foundation
JSJ Foundation
F.S. Foundation
Chutney Foundation
Hampson Foundation
McKinley Foundation
Dyer Ives Foundation
Dykstra Charitable Foundation

AMOUNT
1,000,000
(Proposal
being developed,
$
Dec. decision expected)
$ 500,000 (Proposal being developed,
Nov. decision expected)
$ 250,000 (Cult, begins in Oct.)
$ 200,000 (Cult, begins in Aug.)
$ 125,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Jan.)
$ 100,000 (Cult, begins in June)
$ 100,000 (Cult, begins in Jan.)
$ 100,000 (Cult, begins in June)
$ 50,000 (Cult, begins in June)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Nov.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Sept.)
$ 25,000 (Cult, begins in Nov.)
$ 25,000 (Cult, begins in Sept.)
$ 25,000 (Cult, begins in Jan.)
$ 25,000 (Cult, begins in Sept.)
$ 25,000 (Cult, begins in Jan.)
$ 25,000 (Cult, begins in Nov.)
5,000 (Cult, begins in Jan.)
$
5,000 (Cult, begins in Jan.)
$
5,000 (Cult, begins in Jan.)
$
5,000 (Cult, begins in Jan.)
$

�CORPORATION
Dow Chemical Company
Kellogg Company
BankOne
Chemical Bank
Citizens Bank
5th Third/Old Kent Bank
National City Bank
Whirlpool Corporation
Compuware
Federal Mogul
Amway Corporation
Meijer Corporation
Stryker Corporation
Lear Corporation
Visteon
Delphi Automotive Systems
Northwest Airlines
GTE
SPX
SEMCO
Domino's
K-Mart
Masco
Stroh's
The Bud Company
Gerber
Wolverine Worldwide
Pharmacia &amp; Upjohn
Gentex
Haworth
Herman Miller
Dow Corning
Arbor Drugs
Kelly Services
Lazy Boy
UAW
Foremost Insurance
State Farm Insurance

AMOUNT
$ 500,000 (Cult, begins in Aug)
$ 250,000 (Cult, begins in Sept.)
$ 250,000 (Cult, begins in Nov.)
$ 250,000 (Cult, begins in Nov.)
$ 250,000 (Cult, begins in Nov.)
$ 250,000 (Cult, begins in Nov.)
$ 250,000 (Cult, begins in Nov.)
$ 250,000 (Cult, begins in Nov.)
$ 100,000 (Cult, begins in Nov.)
$ 100,000 (Cult, begins in Sept.)
$ 100,000 (Cult, begins in Sept.)
$ 100,000 (Cult, begins in June)
$ 100,000 (Cult, begins in June)
$ 100,000 (Cult, begins in Nov.)
$ 100,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Oct.)
$ 100,000 (Cult, begins in Jan.)
$ 100,000 (Cult, begins in Jan.)
$ 100,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 50,000 (Cult, begins in Jan.)
$ 25,000 (Cult, begins in Jan.)
$ 25,000 (Cult, begins in Jan.)
$ 25,000 (Cult, begins in Jan.)
$ 20,000 (Cult, begins in Aug.)
$ 20,000 (Cult, begins in Jan.)
$ 20,000 (Cult, begins in Jan.)
$ 20,000 (Cult, begins in Jan.)
$ 20,000 (Cult, begins in Jan.)
$ 20,000 (Cult, begins in Jan.)
$ 20,000 (Cult, begins in Jan.)

�SPECIAL GIFT/FAMILY DONOR

004
005
006
007
008
009
010
Oil
012

$
$
$
$
$
$
$
$
$

AMOUNT
100,000 (Cult, begins in Aug.)
100,000 (Cult, begins in Aug.)
100,000 (Cult, begins in Aug.)
50,000 (Cult, begins in Aug.)
50,000 (Cult, begins in Aug.)
25,000 (Cult, begins in Aug.)
25,000 (Cult, begins in Aug.)
25,000 (Cult, begins in Aug.)
20,000 (Cult, begins in Aug)

~a?

L®&gt;*»&gt;
p«p~ **&gt;
y

�</text>
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              <description>An account of the resource</description>
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                  <text>Collection contains the records of four Michigan nonprofit organizations: Council of Michigan Foundations, Michigan Nonprofit Association, Michigan Community Service Commission, and the Johnson Center for Philanthropy at GVSU. The documents are compiled by the Johnson Center for Philanthropy, and records document the history of the organizations from the 1960s to the 2010s.</text>
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                  <text>1968-2014</text>
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                </elementText>
              </elementTextContainer>
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              <elementTextContainer>
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                </elementText>
              </elementTextContainer>
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              <description>The topic of the resource</description>
              <elementTextContainer>
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                </elementText>
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                </elementText>
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                </elementText>
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                </elementText>
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                </elementText>
              </elementTextContainer>
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              <name>Identifier</name>
              <description>An unambiguous reference to the resource within a given context</description>
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                </elementText>
              </elementTextContainer>
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              <description>A language of the resource</description>
              <elementTextContainer>
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                </elementText>
              </elementTextContainer>
            </element>
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    <itemType itemTypeId="1">
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      <description>A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text.</description>
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            <description>An unambiguous reference to the resource within a given context</description>
            <elementTextContainer>
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          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
            <elementTextContainer>
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              </elementText>
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          <element elementId="39">
            <name>Creator</name>
            <description>An entity primarily responsible for making the resource</description>
            <elementTextContainer>
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              </elementText>
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          <element elementId="41">
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            <description>An account of the resource</description>
            <elementTextContainer>
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              </elementText>
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          <element elementId="49">
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            <description>The topic of the resource</description>
            <elementTextContainer>
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              </elementText>
              <elementText elementTextId="711182">
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              </elementText>
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              </elementText>
              <elementText elementTextId="711188">
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            <elementTextContainer>
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                    <text>Prepared by Kimberly Lane

ConnectMichigan Alliance
Family Gifts/Pledges

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

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

Aquinas College

MCC Institution

Calvin College
Central Michigan University
Davenport University

MCC Institution
MCC Institution
MCC Institution

Last Updated: 10/11/2001

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

�Prepared by Kimberly Lane

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

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

Last Updated: 10/11/2001

No
No
No
No
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No
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No
No
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Yes
No
No

�Prepared by Kimberly Lane

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

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

Last Updated: 10/11/2001

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

�Prepared by Kimberly Lane

ConnectMichigan Alliance
Family Gifts/Pledges

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

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

Last Updated: 10/11/2001

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

�Prepared by Kimberly Lane

ConnectMichigan Alliance
Family Gifts/Pledges

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

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

Last Updated: 10/11/2001

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

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

May 23, 2002

Ms. Lisa Hamway
Director, Corporate Contributions, Michigan
Ameritech Corporation
444 Michigan Avenue, Suite 1700
Detroit, Michigan 48226
Dear Lisa:
Ameritech - SBC Global Network's Excelerator program is truly an innovative
and welcome opportunity for those of us who are working to connect
Michigan's underserved to today's advanced technologies. Ameritech - SBC
Global Network has amplified the level of excitement throughout
ConnectMichigan Alliance (CMA) and its constituencies regarding
opportunities to increase the technological capacities of Michigan's local
nonprofit and volunteer organizations. For that, Lisa, we are truly grateful.
CMA staff and member constituencies have been actively engaged in a
technology planning process since Excelerator was announced in April at the
Volunteerism SuperConference 2002. The planning process has included
input from existing successful technology programs. Our efforts to date have
generated enthusiasm about the opportunities created by a partnership with
Ameritech - SBC Global Network. It has also brought us to the realization,
however, that we need to know more about the needs of our constituencies
before presenting a proposal for your consideration. The complexities
involved in identifying the needs of such a diverse group of 34 Volunteer
Centers throughout Michigan will not allow for the development of a
comprehensive proposal by June 3, 2002.

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

Accordingly, CMA will continue to develop a technology plan for Michigan's
nonprofit and volunteer infrastructure. In the interest of insuring the return on
an Ameritech - SBC Global Network grant, CMA will forgo this opportunity
to partner with you through the Excelerator program.

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

�Ms. Lisa Hamway
Page 2
May 23, 2002
However, we look forward to partnering with Ameritech - SBC Global
Network in the future, once we have fully analyzed the technology needs and
capacities of the total CMA constituencies.
Meanwhile, Lisa, please accept my appreciation for meeting with me and
encouraging the involvement of CMA in this worthwhile project.
Sincereiy-ypurs,

CC:

Judy Tymowicz, Volunteer Centers of Michigan
Tim Swope, ConnectMichigan Alliance
Kate Sperti, ConnectMichigan Alliance

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Campaign Td-Chait·s

July 22, 2003

Michelle Engler
Julie Fisher Cummings
William C. Richardson
Campaign Cabine t
Edward 0. Blews
Carolyn Bloodworth

Dr. Edward 0. Blews
President
Association of Independent
Colleges and Universities ofMichigan
124 West Allegan, Suite 650
Lansing, Michigan 48933

Nonie Brennan
Stanley P. Caine
Richard Cole
Robert Collier
Neeta Delaney
David 0. Egner
Eric R. Gilbet·tson
Karla Hall

Dear Ed:

Dorothy A. Johnso n
John Lore

Thank you for the generous increase in the original pledge from AICUM! As a result of
the State of Michigan Challenge Match, your increased level of $12,000 will result in an
effective gift of $24,000 for the CMA Endowment.

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

You are indeed a wonderful board chair model Ed. Your leadership as the first Board
Chair of CMA will always be appreciated, and will serve as a model for time to come. I
really did enjoy working with you and feel that you provided a solid leadership
foundation that will allow us to build a stronger organization for the future. This
continued demonstration of philanthropic support is just one example of your multiple
contributions. I assure you Ed; we will continue to work together as we successfully
complete this campaign. For all you have done for CMA, and for me personally, I thank
you.

Joel Orosz
Terry Pruitt
Judith Ann Rapanos
Patt·icia Reynolds
Anne Rosewarne
Kathryn Rossow
Petet· Secchia
Diana Sieger
Glenn D. Steil
Judy Tymowicz

S. Lore
resident and CEO
Michelle Engler
Julie Fisher Cummings
Bill Richardson
Dottie Johnson

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

�ConnectMichigan Alliance Gift Snapshot
7/23/2003
Gifts and Pledges of $10,000 and more
Charles Stewart Mott Foundation
W.K. Kellogg Foundation
Herbert H. and Grace A. Dow Foundation
Ford Motor Company Fund
The Kresge Foundation
The George W. Romney Fund for Volunteerism
The Russell G. Mawby Fund for Youth Volunteerism
DTE Energy Foundation
General Motors Corporation
DaimlerChrysler Corporation Fund
Comerica Bank
McGregor Fund
Community Foundation for Southeastern Michigan
Dow Corning Foundation
Peter D. and Julie F. Cummings
Hudson-Webber Foundation
Masco Corporation
Richard and Helen DeVos Foundation
Consumers Energy Foundation
Fremont Community Foundation
Frey Foundation
Gerstacker Foundation
Grand Rapids Community Foundation
Whitney Fund
The Michigan Campus Compact Fund
Battle Creek Community Foundation
Blue Cross Blue Shield of Michigan and Blue Care Network
Russell G. Mawby
Capital Region Community Foundation
Kalamazoo Community Foundation
Secchia Family Foundation
Wolverine World Wide Foundation
Penske Corporation
The Community Foundation for Muskegon County
Strosacker Foundation
Association of Independent Colleges and Universities of Michigan
Blue Cross Blue Shield of Michigan Foundation
Jackson Community Foundation
Governor John and Michelle Engler
F. Martin and Dorothy A. Johnson
William C. and Nancy Richardson
Central Michigan University
Davenport University
Grand Valley State University
Michigan State University
Saginaw Valley State University
University of Michigan
Western Michigan University
Other gifts
Funds from the State yet to be matched:
Total:

Amount

State Match

$1,250,000.00
$1,250,000.00
$1,000,000.00
$1,000,000.00
$1,000,000.00
$810,013.00
$465,957.00
$350,000.00
$250,000.00
$250,000.00
$150,000.00
$150,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$35,237.00
$30,000.00
$30,000.00
$30,000.00
$25,000.00
$25,000.0^
$25,000.00
$25,000.00
$20,000.00
$15,000.00
$12,500.00
$12,000.00
$10,000.00
$10,000.00
$10,000.00 _
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00

Total with Match

-

$1,250,000.00
$1,250,000.00
$1,000,000.00
$1,000,000.00
$1,000,000.00
$810,013.00
$465,957.00
$350,000.00
$250,000.00
$250,000.0^
$150,000.00
$150,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$35,237.00
$30,000.00
$30,000.00
$30,000.00
$25,000.00
$25,000.00
$25,000.00
$25,000.00
$20,000.00
$15,000.00
$12,500.00
$12,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00
$10,000.00

$2,500,000.00
$2,500,000.00
$2,000,000.00
$2,000,000.00
$2,000,000.00
$1,620,026.00
$931,914.00
$700,000.00
$500,000.00
$500,000.00
$300,000.00
$300,000.00
$200,000.00
$200,000.00
$200,000.00
$200,000.00
$200,000.00
$200,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$100,000.00
$70,474.00
$60,000.00
$60,000.00
$60,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$40,000.00
$30,000.00
$25,000.00
$24,000.00
$20,000.00
$20,000.00
$20,000.00
$20,000.00
$20,000.00
$20,000.00
$20,000.00
$20,000.00
$20,000.00
$20,000.00
$20,000.00
$20,000.00

$143,375.00

$286,750.00

$625,918.00
$9,374,082.00 $10,000,000.00

$19,374,082.00

$143,375.00

�association of

APR 0 5 2001

independent colleges and universities
of michigan
Edward O. Blew, Jr.

MICHIGAN NATIONAL TOWER
\2A WI-.ST ALLEGAN..SUITK 650
LANSING, MiciIIGAN 48933-1707
TliLEPHONK: (.517) 372-9160
FAX: (517) 372-9165

President
ADRIAN COLLEGE
ALBION COLLEGE
ALMA COLLEGE
ANDREWS UNIVERSITY
AQUINAS COLLEGE
BAKER COLLEGE OF FLINT
• BAKER COLLEGE
OF CADILLAC
• B A K E R COLLEGE OF
EASTERN MICHIGAN
• BAKER COLLEGE
OF JACKSON
• B A K E R COLLEGE
OF OWOSSO
BAKERCOLLEGE
OF MUSKEGON
CALVIN COLLEGE
CENTER FOR CREATIVE
STUDIES - COLLEGE OF
ART AND DESIGN
CLEARY COLLEGE WASHTENAW CAMPUS
•CLEARY COLLEGE LIVINGSTON CAMPUS
CONCORDIA COLLEGE
THOMAS M. COOLEY
LAW SCHOOL
CORNERSTONE UNIVERSITY
DAVENPORT UNIVERSITY CENTRAL REGION (MIDLAND)
DAVENPORT UNIVERSITY EASTERN REGION (DEARBORN)
• DAVENPORT UNIVERSITY FLINT CAMPUS
• DAVENPORT UNIVERSITY WARREN CAMPUS
DAVENPORT UNIVERSITY WESTERN REGION (GRAND RAPIDS)
• DAVENPORT UNIVERSITY HOLLAND CAMPUS
• DAVENPORT UNIVERSITY KALAMAZOO CAMPUS
• DAVENPORT UNIVERSITY LANSING CAMPUS
FINLANDIA UNIVERSITY
HOPE COLLEGE
KALAMAZOO COLLEGE
KETTERING UNIVERSITYLAWRENCE TECHNOLOGICAL
UNIVERSITY
MADONNA UNIVERSITY
MARYGROVE COLLEGE
NORTHWOOD UNIVERSITY
OLIVET COLLEGE
ROCHESTER COLLEGE
SAINT MARY'S COLLEGE
SIENA HEIGHTS UNIVERSITY
SPRING ARBOR COLLEGE
UNIVERSITY' OF DETROIT MERCY
MCNICHOLS CAMPUS
OUTER DRIVE CAMPUS
• UNIVERSITY OF DETROIT MERCY
SCHOOL OF DENTISTRY
• UNIVERSITY OF DETROIT MERCY
SCHOOL OF LAW
WALSH COLLEGE
OF ACCOUNTANCY AND
BUSINESS ADMINISTRATION
WILLIAM TYNDALE COLLEGE

'AFFILIATE

MEMBER

March 30, 2001

Mr. Timothy Swope
Director of Development
ConnectMichigan Alliance
P.O. Box 22004
Lansing, Michigan 48909-2004
Dear Tim:
This correspondence confirms and certifies the pledge of our
Association of Independent Colleges and Universities of Michigan
(AICUM) to contribute $10,000 to the ConnectMichigan Alliance
Endowment Campaign. Our Association will pay this pledge in
several installments (from multiple fiscal years) over two calendar
years (i.e. during the 2001 and 2002 calendar years).
In fact, I am pleased to enclose a check in the amount of $4,000,
constituting the first payment by our Association on its pledge.
As instructed, we have made the check payable to "Capital Region
Community Foundation" (the repository of the ConnectMichigan
funding) and have noted in the check description that it is a
contribution to the ConnectMichigan Alliance.
Additionally, we are enclosing a completed ConnectMichigan Campaign
pledge card on behalf of our Association. We have characterized
this as a pledge to be paid over two years, as described above.
Obviously, this pledge of $10,000 represents a very significant
commitment for our Association, given its size. We recognize the
ConnectMichigan Campaign as a truly unique opportunity to
strengthen volunteerism and encourage cooperation throughout
Michigan and to financially support, greatly enhance and expand
service learning and volunteer opportunities, activities and
initiatives in Michigan higher education, including independent,
nonprofit colleges and universities. We affirm the vital role of
the Michigan Campus Compact for Michigan independent, nonprofit
colleges and universities in advancing and facilitating service
learning and campus volunteerism, which will be greatly nurtured
by the new ConnectMichigan Alliance. We are proud of the
leadership of our independent colleges within Michigan Campus
Compact. We are deeply grateful for the $10 million that the State
of Michigan has committed to the ConnectMichigan Endowment, to the
extent matched by private contributions of which we hope ours will
be a help, however modestly. For all these reasons, our
Association is proud to associate itself with the ConnectMichigan
Alliance, as a "Partner" level contributor.

�association of

independent colleges and universities
of michigan
Edward O. Blews, Jr.

M I C H I G A N NATIONAL TOWER
124 WEST ALLEGAN. SIMTK 650
LANSING, MICHIGAN 48933-1707
TELEPHONE: (517) 372-9160
FAX: (517) 372-9165

President
ADRIAN COLLEGE
ALBION COLLEGE
ALMA COLLEGE
ANDREWS UNIVERSITY
AQUINAS COLLEGE
BAKER COLLEGE OF FLINT
•BAKER COLLEGE
OF CADILLAC
• BAKER COLLEGE OF
EASTERN M I C H I G A N
• B A K E R COLLEGE
OF JACKSON
• B A K E R COLLEGE
OF OWOSSO
BAKER COLLEGE
OF MUSKEGON
CALVIN COLLEGE
CENTER FOR CREATIVE
STUDIES - COLLEGE OF
ART AND DESIGN
CLEARYCOLLEGE WASHTENAW CAMPUS
•CLEARYCOLLEGE LIVINGSTON CAMPUS
CONCORDIA COLLEGE
THOMAS M. COOLEY
LAW SCHOOL
CORNERSTONE UNIVERSITY'
DAVENPORT UNIVERSITY CENTRAL REGION (MIDLAND)
DAVENPORT UNIVERSITY EASTERN REGION (DEARBORN)
• DAVENPORT UNIVERSITY FLINT CAMPUS
• DAVENPORT UNIVERSITY WARREN CAMPUS
DAVENPORT UNIVERSITY WESTERN REGION (GRAND RAPIDS)
• DAVENPORT UNIVERSITY HOLLAND CAMPUS
• DAVENPORT UNIVERSITY KALAMAZOO CAMPUS
• DAVENPORT UNIVERSITY' LANSING CAMPUS
FINLANDIA UNIVERSITY
HOPE COLLEGE
KALAMAZOO COLLEGE
KETTERING UNIVERSITY
LAWRENCE TECHNOLOGICAL
UNIVERSITY
MADONNA UNIVERSITY
MARYGROVE COLLEGE
NORTHWOOD UNIVERSITY
OLIVET COLLEGE
ROCHESTER COLLEGE
SAINT MARY'S COLLEGE
SIENA HEIGHTS UNIVERSITY
SPRING ARBOR COLLEGE
UNIVERSITY OF DETROIT MERCY
MCNICHOLS CAMPUS
OUTER DRIVE CAMPUS
• UNIVERSITY OF DETROIT MERCY
SCHOOL OF DENTISTRY
• UNIVERSITY OF DETROIT MERCY
SCHOOL OF LAW
WALSH COLLEGE
OF ACCOUNTANCY AND
BUSINESS ADMINISTRATION
WILLIAM TYNDALE COLLEGE

'AFFILIATE

MEMBER

Mr. Timothy Swope

—2—

March 30, 2001

Speaking personally and professionally as the President of our
Association, I am also deeply honored to have been elected to serve
as the Chair of the ConnectMichigan Alliance Board of Directors.
Please accept our Association's best wishes for great success in
the ConnectMichigan Endowment Campaign. We hope that our $10,000
pledge (matched by $10,000 from the State's endowment funds) will
help.

Edward 0. Blews,
President
EOB:klh:127.56
Enclosures
cc: Mr. Sam Singh, President,
Michigan Nonprofit Association
Mr. Kyle Caldwell, Executive Director,
Michigan Community Service Commission

�Ed Blews February 09 Report.doc

Page 1 of 2

ConnectMichigan Alliance Campaign Meeting Report Form

Edward O. Blews, Jr., Association of Independent Colleges &amp; Universities of Michigan
Meeting Date:

February 9, 2001

Attendees:

Sam Singh, President &amp; CEO, Michigan Nonprofit Association
Tom Monaghan, Monaghan and Associates
Tim Swope, CMA Campaign Director

Topic(s) of Discussion:

Reviewed campaign plan/timetable/strategies

Notes:

This was a good update for Ed. He had lots of questions. Ed suggested
the following AICUM strategy.
1. Ed will recommend a gift to his Executive Committee to be followed
by (hopefully!), their recommendation to full AICUM Board. Target:
$10,000 over 2 years.
2. Ed further suggested a strategy to seek individual/personal gifts from
each AICUM Board member. NOTE: Liked the model Kyle has
suggested to commission members.
... He will take the lead with a personal gift of $5,000 (pending
spouse approval). Wonderful commitment.
... Wants to complete board solicitation: 3/24 - 5/21.
Ed reviewed the proposed strategy for the Michigan Campus Compact
and offered some good suggestions (i.e. target gift level for each
institution should be clear and appropriate. NOTE: He will work with
Barb Mieras and her Executive Committee with any Presidents or
Institutions she suggests. Great gesture!
Ed also suggested we not forget about the Michigan Trade
Associations housed in Lansing. NOTE: He will take the lead in
creating/implementing a strategy to seek their gifts (i.e. chamber,
Retailer's Assoc., etc).
Ed also noted not to forget the Michigan Catholic Conference (Sr.
Monica Kostielney on Board). Is there an opportunity for
endorsement/or support?

�Ed Blews February 09 Report.doc

Page 1 of 2

His final suggestion concerned the greater Lansing area
individual/personal/corporate prospects.
Granger Family
Olds Anderson
Ed also offered to help with Dick/Betsy DeVos if that seems
appropriate.
What a terrific session ... lasted two hours!
Pledge/Gift Received:

Ed proposed a personal gift of $5,000.

Staff Assigned:
Action Steps:
Task

Due Date

Status

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

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

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

e

517-323-1200

April 3, 2002

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

Re:

Contribution- Connect Michigan Campaign

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

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

John W. Fisher, President

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

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                    <text>STATE OF MICHIGAN

JOHN ENGLER, Governor

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

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

December 19, 2001

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

�Ti~sinsm i-t

Con-f . Repon-t

Dec 19 '01 14:18
— &gt; 94851636

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0003

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

FROM :

l

eo

l«6tj

Date:

NUMBER OF PAGES INCLUDmG THE COVER

MESSAGE:

Fax#

�STATE OF MICHIGAN

JENNIFER M. GRANHOLM, Governor

MICHIGAN COMMUNITY SERVICE COMMISSION
Chairperson
Daniel G. Mulhern

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

Executive Director
Kyle Caldwell

MEMORANDUM

TO:

John Lore, President and CEO, ConnectMichigan Alliance

FROM:

Kyle Caldwell, Executive Director

DATE:

May 20, 2004

RE:

ConnectMichigan Alliance Endowment Campaign

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

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                    <text>Capital Region Community Foundation

Statement of Financial Activities
April 30, 2001
Challenge Fund

BEGINNING BALANCE 1/1/2001

$ 10,000,000.00

ADDITIONS:
Interest Income on Investments
Total Additions

87,631.78
87,631.78

DISTRIBUTIONS AND EXPENSES:
Grants
Foundation Administrative Fees
Total Distributions and Expenses

400,000.00
3 0,460.00
430,460.00

NET CHANGE IN BALANCE

(342,828.22)

ENDING BALANCE 4/30/2001

$

9,657,171.78

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Statement of Financial Activities
April 30, 2001
ConnectMichigan Alliance Endowment Fund

BEGINNING BALANCE 1/1/2001
ADDITIONS:
Gifts-Principal
Pledge Gifts-Principal
Realized Gain on Investments
Unrealized Gain on Investments
Interest Income on Investments
Total Additions
DISTRIBUTIONS AND EXPENSES:
Foundation Administrative Fees
Total Distributions and Expenses
NET CHANGE IN BALANCE
ENDING BALANCE 4/30/2001

$ 1,997,357.63

4,675.00
37,800.00
2,556.10
(29,244.46)
9.680.07
25,466.71

672.00
672.00
24,794.71
$ 2,022,152.34

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                    <text>November 6, 2001

MOV 0 8 2001

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

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

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

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

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

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

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

Mr. Kyle Caldwell
Dr. Russell G. Mawby

Enclosure:
C14

Project Questionnaire

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

PROJECT QUESTIONNAIRE

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

What were the problems, issues, and opportunities addressed?

What were the principal actions and activities?

What were the project impacts?

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

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

Funds remaining: $_
with this report.

_. Please return any unexpended funds

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

Program Director Signature
Date
R03/F03

�</text>
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~}~

Capital Region
co.tnrr:mnitv foundation

.

JAN 0 3 2002

.

The Center for Charitable Giving

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

For good. For ever."'

�ConnectMichigan
December 20, 2001
Page 2

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

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

/-At

/ \
!l

.

!lA

.

Ill

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

!J

JuliaLOliver
Vice President of Finance
cc : Sam Singh
yle Caldwell

•

.....:..·..
.

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

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

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

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

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

12/19/01

�</text>
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