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                    <text>ConnectMichigan Alliance Gift Snapshot
6/4/2002
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

1-=-:-- - : --=-'=---:,....,..----=---:----,-- -

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
Western 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

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            <elementTextContainer>
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              </elementText>
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            <description>The topic of the resource</description>
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    <fileContainer>
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                    <text>ConnectMichigan Alliance Gift Snapshot
7/15/2002
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
Consumers 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
$520,000.00
$350 ,000.00

Total:

$2,870,000.00

TOTAL GIFTS, PLEDGES AND REQUESTS IF GRANTED:

$10,440,260.00

Total gifts, pledges and requests if granted: $ 10,440,260.00

�I Kyle Caldwell- Snapshot 06-19-02 .xls

Page

Amount

Gifts and Pledges of $25,000 or more
Charles Stewart Mott Foundation

$1 ,000,000.00

W.K. Kellogg Foundation

$1 ,000,000.00

H&amp;G Dow

$1 ,000,000.00

DTE
Come rica
Hudson-Webber Foundation
Peter and Julie Cummings
Frey Foundation
Whitney Foundation
Capital Region Community Foundation
Other Miscellaneous Gifts

TOTAL:

$350,000.00
$150,000.00
$100 ,000.00
$100 ,000.00
$50,000.00
$50,000.00
$25 ,000.00
$273,785.00

$4,098,785.00

Total:

$7,773,785.00

21

�I Kyle Caldwell- Snapshot 06-19-02 .xls
Requests of $25,000 or more

Page 3 j

Amount

Daimler Chrysler

$1 ,000,000.00

Ford Motor Company Fund

$1 ,000,000.00

Kresge Foundation

$1 ,000,000.00

McGregor Foundation
Community Foundation for Southeastern Michigan

$200,000.00
$150 ,000.00

Wege Foundation
Kalamazoo Comm. Foundation

$100 ,000.00
$100 ,000.00
$75,000.00

Sebastian Foundation
Fremont Community Foundation

$50,000.00

$3,675,000.00

�I Kyle Caldwell- Community Foundations Contributions IN.xls

Community Foundation for Southeastern Michigan
Grand Rapids Community Foundation
Fremont Area Community Foundation
Battle Creek Community Foundation
Capital Region Community Foundation
Muskegon Community Foundation
Jackson County Community Foundation
Grand Haven Area Community Foundation
Midland Area Community Foundation
Four County Community Foundation
Lenawee Community Foundation
Barry Community Foundation
Charlevoix County Community Foundation
Petoskey-Harbor Springs Area Community Foundation
Gratiot County Community Foundation
Sturgis Area Community Foundation
Mackinac Island Community Foundation
Manistee Community Foundation
Bay Area Community Foundation
Total:

Page 1

$100,000.00
$50,000.00
$50,000.00
$30,000.00
$25,000.00
$15,000.00
$10,000.00
$5,000.00
$5,000.00
$3,500.00
$3,000.00
$2,000.00
$1,500.00
$1,500.00
$1,000.00
$500.00
$500.00
$500.00
$500.00
$304,500.00

J

�I Kyle Caldwell- CF Tracking Chart(donors) 1-14-02.doc

Page 1

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 May 1, 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, 200 I
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
1217/01
Common grant
Paperwork received
1217/01

$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

�-1

Kyle Caldwell- CF Tracking Chart(donors) 1-14-02.doc

Page 2 1

Community Foundations (Council of Michigan Foundations)

Hillsdale County Community
Foundation
Jackson County Community
Foundation
Kalamazoo Community Foundation

Updated May I, 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 12/20/0 I

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
12/20/0 I

$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 Administration\Donor Tracking\CF Tracking Chart(donors) l-14-02.doc

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                    <text>ConnectMichigan Alliance Gift Snapshot
7/25/2002
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 Foundation
Peter D. and Julie F. Cummings
Hudson-Webber Foundation
Richard and Helen DeVos Foundation
Consumers 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
$520,000.00
$350,000.00

Total:

$2,870,000.00

TOTAL GIFTS, PLEDGES AND REQUESTS IF GRANTED:

$10,440,260.00

Total gifts, pledges and requests if granted: $ 10,440,260.00

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              <description>An unambiguous reference to the resource within a given context</description>
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              </elementTextContainer>
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            <element elementId="44">
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              <description>A language of the resource</description>
              <elementTextContainer>
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    <itemType itemTypeId="1">
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        <elementContainer>
          <element elementId="43">
            <name>Identifier</name>
            <description>An unambiguous reference to the resource within a given context</description>
            <elementTextContainer>
              <elementText elementTextId="712374">
                <text>JCPA-04_MNA_CMA_FG_Gift-Snapshot_2002-07-25</text>
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            </elementTextContainer>
          </element>
          <element elementId="50">
            <name>Title</name>
            <description>A name given to the resource</description>
            <elementTextContainer>
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              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="39">
            <name>Creator</name>
            <description>An entity primarily responsible for making the resource</description>
            <elementTextContainer>
              <elementText elementTextId="712376">
                <text>Michigan Nonprofit Association</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="41">
            <name>Description</name>
            <description>An account of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="712377">
                <text>ConnectMichigan Alliance 2002-07-25 gift snapshot. Records are compiled in the Our State of Generosity collection by the Johnson Center, along with the files of the Michigan Nonprofit Association (MNA), the Michigan Community Service Commission (MSCS) and the Dorothy A. Johnson Center for Philanthropy.</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="49">
            <name>Subject</name>
            <description>The topic of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="712378">
                <text>Dorothy A. Johnson Center for Philanthropy</text>
              </elementText>
              <elementText elementTextId="712379">
                <text>Charities</text>
              </elementText>
              <elementText elementTextId="712380">
                <text>Philanthropy and Society</text>
              </elementText>
              <elementText elementTextId="712381">
                <text>Fundraising</text>
              </elementText>
              <elementText elementTextId="712382">
                <text>Records</text>
              </elementText>
              <elementText elementTextId="712383">
                <text>ConnectMichigan Alliance</text>
              </elementText>
              <elementText elementTextId="712384">
                <text>Michigan Nonprofit Association</text>
              </elementText>
              <elementText elementTextId="712385">
                <text>Michigan</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="42">
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            <description>The file format, physical medium, or dimensions of the resource</description>
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            <description>An entity responsible for making the resource available</description>
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              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="47">
            <name>Rights</name>
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            <elementTextContainer>
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              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="48">
            <name>Source</name>
            <description>A related resource from which the described resource is derived</description>
            <elementTextContainer>
              <elementText elementTextId="712392">
                <text>&lt;a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515"&gt;Our State of Generosity collection, JCPA-04&lt;/a&gt;</text>
              </elementText>
            </elementTextContainer>
          </element>
          <element elementId="40">
            <name>Date</name>
            <description>A point or period of time associated with an event in the lifecycle of the resource</description>
            <elementTextContainer>
              <elementText elementTextId="826126">
                <text>2002-07-25</text>
              </elementText>
            </elementTextContainer>
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                <name>Text</name>
                <description/>
                <elementTextContainer>
                  <elementText elementTextId="712413">
                    <text>ConnectMichigan Alliance Gift Snapshot
8/7/2002
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
(resge Foundation
DTE Energy Foundation
General Motors Corporation
Comerica
McGregor Fund
Community Foundation for Southeastern Michigan
)ow 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
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
$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
$7,670,260.00
Amount

Southeastern Michigan
West Michigan
Midland

$2,000,000.00
$520,000.00
$350,000.00

Total:

$2,870,000.00

TOTAL GIFTS, PLEDGES AND REQUESTS IF GRANTED:

$10,540,260.00

Total gifts, pledges and requests if granted: $ 10,540,260.00

�</text>
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                    <text>ConnectMichigan Alliance Gift Snapshot
12/12/2002
Gifts and Pledges of $10,000 and more
Michigan Nonprofit Association
Charles Stewart Mott 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
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
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
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

I

State Match

$1,300,000.00 $1,300,000.00
$1,250,000.00 $1,250,000.00
$1,250,000.00 $1,250,000.00
$1,000,000.00 $1,000,000.00
$1,000,000.00 $1,000,000.00
$1,000,000.00 $1,000,000.00
$350,000.00
$350,000.00
$250,000.00
$250,000.00
$250,000.00
$250,000.00
$150,000.00
$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
$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
$50,000.00J
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$30,000.00
$30,000.00
$30,000.00
$30,000.00
$30,000.00
$30,000.00
$25,000.00
$25,000.00
$25,000.00
$25,000.00
$25,000.00
$25,000.00
$25,000.00
$25,000.00
$20,000.00
$20,000.00
$15,000.00
$15,000.00
$12,500.00
$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
$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
$142,960.00

Total with Match
$2,600,000.00
$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
$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
$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

$285,920.00

$639,540.00
$9,360,460.00 $10,000,000.00

$19,360,460.00

�I C H \ A H

COMMUNITY

SERVICE

1048Pierpont,Suite4
Lansing, Michigan 48913
Phone-. 517.335.4295
Fax-.
517.373.4977

Fax Cover Sheet

COMMISSION

Confidential
To:

Russ Mawby

From: Kyle Caldwell, Executive Director
Date:

12/12/2002

Number of pages including the cover:

Message:
Russ,
Attached you will find a draft accounting of the ConnectMichigan Alliance
Endowment Campaign from John. This is not for public distribution as it
includes the MNA $1.3 million along with the DaimlerChrysler $250,000
contributions which are certain, but not finalized.
This leaves $639,540 remaining to close the campaign.
Kyle

O

�</text>
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                    <text>Michigan Community Service Commission
1048 Pierpont
Suite # 4
Lansing, Michigan 48911
(517) 335-4295 (517) 373-4977 FAX

Fax Cover Sheet
To:

Tim Swope

From: Kyle Caldwell
Date: Monday, July 09, 2001
Number of pages including the
Message:

Tim,
Here are my revisions. I hope this helps. Call me if you have any questions.
Thanks. Kyle

�A. Narrative
1. Executive Summary
The ConnectMichigan Alliance (CMA) Campaign ensures the strength and stability of
support for Michigan's volunteers. Through a $20 million endowment, the combined forces
of the Michigan Campus Compact (MCC), Michigan Community Service Commission
(MCSC), Michigan Nonprofit Association (MNA) and the Volunteer Centers of Michigan
(VCM) permanently sustain and expand the "volunteer infrastructure" for which Michigan is
known and heralded by:
^ Building strong nonprofits to meet our communities' most pressing social,
charitable, economic, cultural, educational, faith-based and civic needs;
£, Providing access to a strong and healthy Volunteer Center for every Michigan
resident;
£, Having every Michigan college and university encourage citizen service &amp;
learning among its students, faculty and staff; and
£, Maximizing state and federal government resources to empower communities to
address their local challenges.
CMA is a statewide initiative with significant potential for enhancing local initiatives to
improve the quality of life in Grand Rapids and other West Michigan communities. The state
of Michigan provided a $10 million challenge grant ($!:$!) toward this initiative. The C. S.
Mott Foundation and the W. K. Kellogg Foundation each responded to the challenge with
lead gifts of $1 million. The remaining $8 million will be developed over the next twelve
months through multiple-year pledges and one-time gifts.
2. Purpose of Grant
i

Statement of needs/problems to be addressed; description of target population and how
they will benefit

"The magnitude of our social problems will require that all citizens and institutions make a
commitment to volunteering as a way of life and as a primary opportunity to create needed
change."
Governor George W. Romney, 1907-1995

Michigan has invested precious resources in the development and promotion of a statewide
ethic of volunteerism and service for more than a decade. In many ways, this effort
represents our collective best inclinations: generosity, inclusivity, and determined optimism.
Volunteerism and service provide opportunities to bridge the gaps in our communities by
bringing people together, proposing alternatives, advocating for change, and implementing
remedies. In the course of providing extensive benefits to a diverse range of people and
communities, ifproduce^remarkably innovative solutions.

&amp;Y

/,

The impetuo-bohind thu L^Uliliohmciit of the ConnectMichigan Alliance grew out of aft 4/JUUl w
mqnir r r"lr fVlg -pinST""*" fnr expanding, a continuum of capacity-limited, but successful,
programs and services. With a goal of promotion and full realization of the ethic of
volunteerism and service in every community throughout the state, CMA will work to

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�increase the organizational capacities of local volunteer centers and service learning programs
to address fee folia w lug uni v LI sal local challenges:

i
/
L/Hi A \b
1 lyj*^

1. Currently many Michigan citizens are unable to access a volunteer center—places where
individuals and organizations work to match volunteer opportunities with the right
individual. Only fifty-four Michigan counties are currently served by a Volunteer Center,
many of which have limited organizational capacity to meet community needs. _
Volunteer Centers have limited access to fund advancement professionals. ^
Accessibility to volunteer opportunities and support is limited by the strength and depth
of leadership in a community. Often leadership involves the same pool of volunteers and
leaders who either move on or "burn out," leaving the organization without strong and
long-term support.
4. Nonprofits and volunteer-based organizations have been unable to stay ahead of
emerging trends due to their inaccessibility to technical assistance and financial
resources.
5. Citizenship, giving, civic engagement and the ethic of giving back are not the
indoctrinating principles our society's institutions and communities instill as they once
did. New ways need to be found to instill these values.
6. Only thirty-five of the state's post-secondary educational institutions have demonstrated
their commitment to promoting more civically engaged students, faculty and
administrators by committing to the Michigan Campus Compact.
7. A number of events, programs and activities are conducted around the state to promote
volunteerism, but they are scattered and-not univoroallji .supported in ovory Mid
aommunitv
'4J&amp;+~*^g£&gt;+*J CA^j4uc**«*-»^ «u*u
8. The tools and terms used to describe the effective means of volunteer community
problem solving are not understood and therefore insufficiently supported.
i

Description of project goals, objectives (measurable, if possible) and statements as to
whether this is a new or ongoing part of the organization.

The ConnectMichigan Alliance is ajge&gt;/501(c)(3) organization that creates a more efficient
Ijju MiiA. I
and effective strategic partnership between the Michigan Campus Compact and Volunteer *"" *— "
Centers of Michigan in their efforts to increase the capacity of state and local organizations to
create positive change in local communities throughout Michigan.
The implementation and long-term impact of CMA can be illustrated in a "stair step"
.approach. As you can see from the following graphic, CMA begins with a public r-etotoro
campaign and builds toward the finakoutcome of mobilization of people. The "stair step"
approach is a continuum process a gpeater capacity to mobilize and connect a much higher
percentage of Michigan residentffhan current strategies.

C:\W7NDOWS\TEMP\full proposal.doc

�Mobilization
of People
Network
Development
Resource
Development
Strengthening
Infrastructures
Public
Education

ConnectMichigan

Public Education: CMA will work with local Volunteer Centers, colleges and universities to
educate Grand Rapids and other west-Michigan residents through the development and
implementation of public education campaigns. Public education initiatives will be
comprehensive in nature with emphasis on identifying issues and opportunities, and on
recognitionof,efforts on the part of individuals and organizations throughout the westMicEiganregion.
Strengthening Infrastructures: Increased capacity will enable CMA to enhance and expand
upon existing MCC and VCM programs and services in the areas of grantmaking to local
initiatives, enhancing the technological capacity of volunteer and service-learning initiatives
throughout west-Michigan, and providing opportunities for the region's young people and
families by developing and implementing grant opportunities for youth initiatives.
Resource Development: CMA will enhance and expand the training and technical assistance
capacities of west-Michigan affiliates. In partnership with CMA and local nonprofit
organizations, MNA will ^stSaEffi Grand Rapids as one of five training and technical
assistance hubs in the state. CMA will also develop a broad range of resource material in the
areas of fund advancement, volunteer development, service-learning programming,
establishing and nurturing collaborative efforts, managing statistical data, and volunteer
management.
Network Development: The current state of disconnectedness is not limited to individuals.
CMA will continue and expand existing networks that support cross-sector discussion, and
training that covers a broad base of topics relative to all west-Michigan organizations that
utilize volunteers and/or conduct service-learning initiatives. Network development will also
facilitate the discussion and development of training, workshops and conferences that focus
on specialized needs of local and regional organizations.
Mobilization of People: This is the strategy that achieves the ultimate goal of CMA — to
reduce "disconnectedness" in communities throughout Michigan. CMA will build upon

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�existing local Volunteer Centers, VCM and MCC "Day of Service" initiatives, which include
Make A Difference Day/Day of Caring and National Volunteer Week, to provide
opportunities for people and organizations to connect through meaningful volunteerism and
community service. Strategies will be structured to engage all west-Michigan communities in
meaningful activities designed to promote continued civic engagement and connectedness.

IjUa

A I

±-

CMA is a model partnership that will serve as an umbrella organization for MCC and VCM.O*v C*VV-6Ur J
ff Yiliil ..... 1 Ti.T00 i n i l v n ' i T i i i l l l i n i n d n r t r i r n U j nmhrnllmj nil four of the founding
partners i^^equal representation on the CMA Board of Trustees. Programs and services
currently administered by MCSC and MNA specific to volunteerism and service-learning will
be^transferred to the partnership.
Impact on Grand Rapids
GR Volunteer Center: The establishment of the ConnectMichigan Alliance increases the
capacity of Volunteer Centers of Michigan to support GRVC's efforts to address issues of
board and staff capacity, fund advancement, community identity, and the successful
accomplishment of mission.
Access to quality training and technical assistance will be improved as the Michigan
Nonprofit Association, in partnership with CMA and local nonprofit organizations, will
establish Grand Rapids as one of five regional training hubs in the state of Michigan. This
partnership also expands the availability of technical assistance to local nonprofits via
contracting with regional consultants, providing stipends to veteran directors and board
members to serve as peer mentors, and cultivating scholarship funds to ensure appropriate
development activities are available to GRVC staff.
CMA will significantly increase grant support available to GRVC through VCM. CMA will
also increase Volunteer Centers of Michigan's capacity to support GRVC's efforts to
promote and market volunteerism, convene community resources to address local issues and
establish business and family volunteerism programs. Finally, Michigan is in the process of
developing a comprehensive 211 network of local providers that will offer a "one-stop-shop"
for individuals seeking assistance for any problems they may encounter. CMA affords VCM
the resources to support this effort in Grand Rapids.
Higher Education: The establishment of CMA ensures the continuation and enhancement of
Michigan Campus Compact's support for local institutions of higher educations' servicelearning and community service initiatives in Grand Rapids. CMA expands MCC's capacity
enabling it to host several networking opportunities in Grand Rapids. Staff, faculty and
students representing the region's colleges will be actively engaged in planning and hosting
networking meetings which significantly increases the opportunities to strengthen and
enhance programming on their campuses and in their communities. In addition, non-member
institutions serving the area will be encouraged to participate in meetings, and join MCC.
CMA resources will enable MCC to formally engage colleges in the development of
strategies to promote civic engagement among students. Grand Rapids area colleges and
universities will be instrumental in this dialogue.
CMA will also significantly increase grant support available to local institutions of higher
education through MCC. It also increases MCC's capacity to support local colleges' efforts
to promote and market service-learning internally and in the communities they serve, to

C:\WINDOWS\TEMP\fiill proposal.doc

�expand collaborative efforts with other community resources to address local issues, and to
link students with more opportunities to apply classroom education in efforts to enhance the
quality of life in Grand Rapids.
K-12 Volunteer Programming: While a great deal of activity exists in the K-12 volunteer or
"service learning" arena, there is not a great deal of infrastructure for shared learning and
resource dissemination. Two of the strongest statewide initiatives rest with the Council of
Michigan Foundations (Learning to Give program, a curriculum-based service learning
program) and the Michigan Community Service Commission (Learn &amp; SERVE communitybased and school-based funding, with a corresponding statewide advisory council).
CMA will convene of committee, inviting representatives from GRVC, higher education
service-learning programs, United Way, The Grand Rapids Community Foundation/ and K12 education, to research service-learning opportunities and develop a K-12 service-learning
initiative in mid-Michigan. It is anticipated that the mid-Michigan K-12 service-learning
initiative will be a model program for rural communities.
Timetable for implementation
The four founding organizations of the ConnectMichigan Alliance began developing the
concept of the new organization on June 1, 1999. hi early 2000 the Boards of all four
organizations approved the concept and staff was directed to move forward with
implementation plans. In October of 2000 the State of Michigan allocated a $10 million
challenge grant to the ConnectMichigan Alliance. On December 19, 2000 the
ConnectMichigan Alliance officially began its $10 million campaign to leverage the state's
challenge grant, lead gifts of $1 million from the W. K. Kellogg Foundation, and the Charles
Stewart Mott Foundation were announced. The campaign must be completed by October 1,
2002 in accordance with the State's challenge.
The Board of the ConnectMichigan Alliance held its first meeting on February 1, 2001 and is
finalizing the process of hiring an executive director. On July 1, 2001, Volunteer Centers of
Michigan and Michigan Campus Compact joined fnarpr nndrr tho umbrollmofme
ConnectMichigan Alliance.
«*•&gt; otLjL+j&amp;- ft^gfj- Q-vau^u

IF-

i

^r=o y

List of partners in the project and their roles.

Separate, but working in collaboration, the following organizations have combined to build a
powerful force—infrastructure—for volunteerism in Michigan: Michigan Campus Compact
(MCC); Michigan Community Service Commission (MCSC); Michigan Nonprofit
Association (MNA); and Volunteer Centers of Michigan (VCM).

MCC and VCM will operate as organisations under the CMA.uHibrcHn. MCSC and MNA
will not operate under the CMA rfmbrepa but will continue as partners of this initiative
through representation on the CM^Board.
We have inched a description of the specific focus and role of each CMA partner under
Attachrnenj#. I
\J

C:\WINDOWS\TEMP\full proposal.doc

�i

Acknowledge similar existing projects or agencies, if any, and explain how your agency
or proposal differs, and what effort will be made to work cooperatively.

There are no similar existing projects or agencies in Michigan, or in the United States. CMA
is a model initiative that may be replicated in other states (several states have contacted CMA
for information).
i

Describe the active involvement of constituents in defining problems to be addressed,
making policy and planning the program.

The partners of this initiative, Michigan Campus Compact, Michigan Community Service
Commission, Michigan Nonprofit Association, and Volunteer Centers of Michigan, engaged
in a one-year planning process that involved staff, board members and constituents from each
organization. Each partner organization officially endorsed CMA through formal Board
resolutions.
i

Describe the qualifications of key staff and volunteers that will ensure the success of the
program. Are there specific training needs for this project?

We have attached resumes of key staff for your review. There are no specific training needs
for this project. CMA staff are experienced professionals and, in the spirit of providing
quality service to their constituencies, are encouraged and supported in their ongoing pursuit
of professional development opportunities.
i

Long-term strategies for funding this project at the end of grant period.

Your support will help to ensure CMA's long-term funding needs are met. The establishment
of a $20 million endowment fund increases CMA's organizational capacity to meet the needs
of individuals, organizations and communities throughout Michigan.
3. Evaluation
i

Plans for evaluation, including how success will be defined and measured.

Currently VCM and MCC are included in MNA's evaluation plan that includes summative
and formative evaluation strategies conducted by independent evaluation firms. CMA will
develop its evaluation plan by September 30, 2001.
i

How evaluation results will be used and/or disseminated and, if appropriate, how the
project will be replicated.

Replication of CMA in other states is very probable, as organizations throughout the country
have expressed interest in establishing a similar strategy in their states. Evaluation results
will not only be key to ensuring quality service in Michigan, but to also provide documented
evidence of best practice to other states.
i

Describe the active involvement of constituents in evaluating the program.

C:\WTNDOWS\TEMP\full proposal.doc

�Currently, VCM and MCC are included in MNA's evaluation plan that includes summative
and formative evaluation strategies conducted by independent evaluation firms. CMA will
develop its evaluation plan by September 30, 2001.
4. Budget Narrative/Justification
i

Grant Budget; use the Grant Budget Format that follows, if appropriate.

Please see Attachment #.
i

On a separate sheet, show how each budget item relates to the project and how the
budgeted amount was calculated.

Please see Attachment #.
i

List amounts requested of other foundations, corporations, and other funding sources to
which this proposal has been submitted.

Please see Attachment #.
The ConnectMichigan Alliance is in the process of meeting with staff representing
foundations throughout Michigan. The CMA Campaign includes a Foundation Division
chaired by William C. Richardson, President of the W.K. Kellogg Foundation, a Corporate
Division chaired by Michelle Engler, First Lady of Michigan, and a Special Gifts Division,
chaired by Julie Fisher-Cummings, President and CEO of the Starlight Foundation. The
campaign also includes a Family Division, which gives Board, and staff members of the
founding organizations the opportunity to support CMA.
It may be of interest to the Foundation that, to date, 100 percent of staff from Michigan
Campus Compact, Michigan Nonprofit Association and Volunteer Centers of Michigan have
supported the ConnectMichigan Alliance Campaign. The Michigan Community Service
Commission staff and Board campaigns are scheduled to close at the end of August, as are
the Board campaigns for Michigan Campus Compact, Michigan Nonprofit Association, and
Volunteer Centers of Michigan. All have established a goal of 100 percent participation.
i

In the event that we are unable to meet your full request, please indicate priority items in
the proposed grant budget.

Not applicable.
5. Organization Information
i

Brief summary of organization's history.

On July 1, 2001, semcthing truly auu^ii^ luuk place in Michian, On that dato r tfae results of
more than two years of collaborative planning on the part of leaders from communities
throughout the State of Michigan for the future of volunteerism, service and civic
engagement were realized when the ConnectMichigan Alliance officially opened its doors for
the first time.

C:\WINDOWS\TEMP\fiiII proposal.doc

�The ConnectMichigan Alliance is truly a genuine collaboration. It builds upon initiatives
already in place and includes a statewide network of Volunteer Centers helping local
communities match volunteers with opportunities to help (Volunteer Centers of Michigan). It
also includes those who have joined a network that strives to instill an ethic of service and
civic action in college students (Michigan Campus Compact), and a statewide association for
nonprofits that gives a voice to and supports the vast array of Michigan's nonprofit
organizations (Michigan Nonprofit Association). Finally, it includes a governmental body
that promotes service by leveraging state and federal funds to support and recognize local
volunteer efforts (Michigan Community Service Commission). These groups have come
together creating a powerful force for volunteerism - a private nonprofit organization - the
ConnectMichigan Alliance.
t

Brief statement of organization's mission and goals.
The mission of the ConnectMichigan Alliance is to promote and strengthen a life-long ethic
of service and civic engagement through the support of community building initiatives.

ConnectMichigan Alliance Goals
1. Increase access to volunteer/civic engagement initiatives through Volunteer Centers for
all Michigan Citizens.
2. Increase long-term financial capacity of local Volunteer Centers.
3. Increase access to professional development opportunities for staff and Boards of
volunteer-based nonprofits to deepen the leadership in a community.
4. Improve the quality of life in every Michigan community with improved nonprofits—the
engines of civic engagement in local communities.
5. Increase the capacity for personal and educational success of children and adolescents.
6. Increase the capacity for success and community involvement of young adults entering
the workforce.
7. Improve the quality of life in communities throughout Michigan while demonstrating and
promoting the power of volunteerism.
8. Increase visibility of the positive impacts of service-learning, civic engagement and
volunteerism.
i

Description of current programs, activities and accomplishments.

The ConnectMichigan Alliance (CMA) is a new organization. All current programs of the
Michigan Campus Compact and the Volunteer Centers of Michigan will continue, and some
current programs of the Michigan Community Service Commission may be transferred to
CMA. Please see Attachment #.
i

Organizational chart, including board, staff and volunteer involvement.

Please see Attachment #.

C:\WINDOWS\TEMP\full proposal.doc

�Tnainsmi-t

. Repor~-t
Jul

— &gt; Singh

No.

0010

Mode

NORMflL

Time

3'16"

Pages

9 Page(s)

Result

0K

9 '01

14=44

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lA&lt;1 !Jif/Hr
£(.(!.,.!~WJ

/'

Ms.Judi4
674 M,arlhattan Road, SE

;::::ids,~chigan49

1 QM

~··

CniiiJ)&amp;i~;n

'fri-Chnire

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

::~~~~~

Willi;un G. R.i~. hanl6~•n

Campaign Cabin('l

Edwf'roi 0. Bl~w~
Rloodwurlh

Cnrr;~lyn

,

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

Nonit?: Brcnrtntl
St~nlt'y

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

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

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

P. Cain&lt;:

Rir.Juu•rl Col•.'

Joln• Lo1·c
Ar·cnd J) . Lubber·~

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

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

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

Sier;cr.

.l••tly Tymowict.

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

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Enclosure

IA-

/:a'?/ Jtti'

Michelle Engler

{)}let_ }L ~

1fl

Connf!~t. Michignn Allinnrc p 0 R
'

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.
· · · ox 220 .,. an.••ng Michig11 48909

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13:14

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CMA

PAGE

02

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ConnectM. higan
September 4, 2001

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GrandRapids,Michigan49503

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Dear Rich:

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ere11lJ'_____..-:;;;;
f$ .

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Fioh(•l" Cun•ntin~~

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

Slanl("~-

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

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

The ConnectMichigan Alliance (an incorporated 501 (c)(3) nonprofit organization) was
created with the belief that it is at the community level that problems are solved, but it is the state
level"infrastructure" that helps to develop and sustain local efforts. Rather than looking just to
government to solve corrununity problems, the ConnectMichigan Alliance partners the private sector
with government to provide corrununities with the resources, technical assistance and long-term
support to volunteers who help address out most vexing challenges. The Alliance will ensure that
statewide support of volunteer efforts is insulated from the tides of political change and turmoil
while reducing future dependence on government support.

Ru~~dl

G. Mawb)'

Barbnr:J

Micr.o ~

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

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

maten s ve
endowmentdesi

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

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

"\bl.....O

~ ~

any questions please feel free to contact me.

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

.

Jlj$. C'f'~J ~

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

Connect

Mich~n

~¢1&gt;1

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

J_

SJJI!. tt~ ~

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

Huildinr;, s .....

4

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

IUI!9

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

�-

L.;MA

October 24, 200 1

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

Dear Mr. Lore:
Thank you. for your inquiry of September 4, 2001 regarding a donation (rom the Richard
and Helen DeVos Foundation. The Founda_#9_1:1 focuses its givjng on both Cluistian
ministries and local organizations that buiic:i :.··~ommunity. Organizations that are
considered for a contribution are those with which Mr. or Mrs. DeVos have had a prior.
affiliation and are located in Western Michig~ or Central Florida.
Although your organization may have met some of the above criteria, we regret to inform
you that after careful consideration of your request to match your challenge grant for the
Connect Michigan Alliance Endowment Fund, the Foundation has decided not to provide
you with a financial gift. Best wishes as you seek alternate sources of funding.
Sincerely,

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

�04/03/ 2002

13:14

51 7 4922444

CMA

...

PAGE

Grant Request
Date:

September 4, 2001

Applicant:

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

Address;

l 048 Pierpont. Suite 3
Lansing, Michigan 48910

Requested
Amount:

$500.000

Organization:

The ConnectMichigan Alliance

Summary:

The ConnectMichigan Alliance will work to sustain volunteerism in Michigan by
providing avenues for every Michigan citizen to serve their community through volunteer
service and civic action. The ConnectMichiganAlliance (an innovative joint venture
between the state's premiere nonprofit support organizations) will focus its energies on
strengthening Michigan's volunteer infrastructure by provjding training and technical
assistance, developing resources and promoting best practices. These goals will be met

by:
•

•

•

•

Background:

Providing access to one or more of the state's nearly 40 volunteer center for
every Michigan resident Currently, 85% ofMichigan's communities arc
serviced by a volunteer center.
Encouraging citizen service &amp; learning among the students, faculty and staff of
every Michigan college and university, thereby expanding beyond the current 35
member institutions.
·
Strengthening Michigan '.s nonprofits to meet our communities' most pressing
social, charitable, economic, cultural, educational, faith-based, and civic needs;
and
Maximizing state and federal resources to empower coxrununities to address their
local challenges.

In October 2000, the partnering organizations of the Michigan Campus Compact,
Michigan Community Service Commission. Michigan Nonprofit Association &amp;
Volunteer Centers of Michigan committed to ensuring the future of~e state's volwteer
infrastructure by forming the ConnectMichigan Alliance. Led by former CEO of the
Sisters of Sl Joseph Health Systems, Dr. John S. Lore, this innovative partnership
leverages additional financial and human resources; reduces duplication of efforts and
dependence on government; creates a seamless support structure for Michigan's
volunteers; and eliminates wasteful expenditures of vital resources. The ... ·
ConnectMichigan Alliance continues one of Michigan's most powerful legacies-service
and volunteerism.

Funding:

In June 2000, Governor Engler and the Michigan Legislature provided a challenge grant
for the ConnectMichigan Alliance Endowment. This grant provides up to $10 million

that must be matched dollat'-for-dollat no latCT than November of 2002.
Funds designated for the ConnectMichigan Alliance Endowment Campaign should be foJWarded
to the Capital Region Community Foundation, 6035 Executive Drive, Suite 104

Lansing, MI 48911.

Date

.

03

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                    <text>JuDITH S. H ooKER
674 MANHATTAN R oAD, S.E.
GRAND RAPIDS, MICHIGAN 49506

April 16, 2002

Mrs. Michelle Engler
Connect Michigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear Michelle:
Peter Secchia sent me a copy of the letter you sent me in February r-egarding
"Connect Michigan Alliance" requests. I apologize for not responding sooner, but
for some unknown reason, I never received the letter.
Now that Bob is retired, we have had to take a serious look at our priorities in giving.
Our small family foundation has also diminished in size due to the depressed stock
market.
As much as we would like to contribute to "CMA" and many other requests, we feel
it is better to give grants of$1,000-$10,000 directly to organizations in Grand Rapids
(for example the YMCA/GR Service Corp which is very important to me!).
I would feel uncomfortable signing a letter to the DeVoses and Cooks when we will
not be contributing to "CMA." I am very sorry not to be able to help you and Peter
out and also for the delay in my response.
Bob and I wish you success! You have contributed so much in so many ways to the
well being of our state, and we congratulate you for all your efforts.
Hope to see you soon and will discuss "Connect Michigan" at that time. Good luck!
Fondly,

Jb.Hooker
c:

Peter Secchia

�-

- - - --

-

- --

- -

-

-~

April 16, 2002

Mr. Johri Lore

President/CEO
Connect Michigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear Mr. Lore,
The Richard &amp; Helen DeVos Foundation is pleased to support the Connect Michigan
Alliance. Enclosed is a gift of $25,000 designated for the Connect Michigan Campaign .
We appreciate the commitment of the Connect Michigan Alliance to ensure strong, stable
and coordinated support for Michigan's volunteers.
Sincerely,

Richard and Helen DeVos
Enclosure: Check #002061
cc: Ginny Vander Hart
Foundation Director

Note: Please direct receipts and future requests to our foundation office at the address
below.

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                    <text>C onnectMy7higan
February 5, 2002

Campaign Tri-Chairs
Michelle Engler
J u l i e Fisher Cnmmings
William C. Richardson

Ms. Judith Hooker
674 Manhattan Road, SE
Grand Rapids, Michigan 49506
Dear Judy:
I wanted to update you on the wonderful progress we are making with the
ConnectMichigan Alliance (CMA) Campaign and ask for your assistance in moving into
the final stage. In January, we crossed over the halfway point of the campaign with a
generous $1 million gift from the Ford Motor Company Fund. This takes our campaign
to over $5.5 million.
We are beginning our efforts to garner support from the West Michigan
community. Peter Secchia has been championing our efforts there in partnership with
Diana Sieger. Diana and Peter have been instrumental in raising the awareness with
potential area supporters, but need additional support.
You and Bob are well known for supporting service and volunteer efforts in the
Grand Rapids community. You know that nonprofits need resources to ensure that they
can support volunteers in their work. CMA is designed to help broker the services and
resources local community-based organizations need. Judy, to ensure our success we
need your help.
We are focusing on a number of corporate and private foundations. While Peter
and Diana have done a great job getting our word out, they need further validation of the
merit of this exciting initiative. We are requesting your help in authoring a cover letter to
the Dick and Betsy DeVos Foundation and the Peter Cook Foundation. John Lore, CEO
of CMA, and his staff will draft all the necessary documents and prepare them for your
signature. Additionally, a proposal has been submitted to the Wege Foundation, and if
you feel comfortable doing so, we would appreciate if you would follow-up on that with
a phone call. A copy of that proposal is enclosed for your information.

Campaign Cabinet
Edward 0. Blews
Carolyn Bloodworth
Nome Brennan
Stanley P. Caine
Richard Cole
Robert Collier
Neeta Delanev
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
Kathiyn Rossow
Peter Secchia
Diana Sieger
Judy Tymowicz

Thank you for all of your help and support. You and Bob are wonderful
community champions for service and volunteerism. I hope that you can join us in this
effort.
''arm-regards,

Michelle Engler

I

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

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                    <text>Kalamazoo Community Foundation August 09, 2001 Visit Report
Dave Gardiner

Page 1 of 1

ConnectMichigan Alliance Campaign Meeting Report Form
(Prepared by Kyle Caldwell)

Dave Gardiner

Vice President - Programs
Kalamazoo Community Foundation

Meeting Date:

August 9, 2001

Attendees:

Joel Orosz, Program Officer, W.K. Kellogg Foundation
(CMA Volunteer)
Kyle Caldwell, Executive Director, Michigan Community
Service Commission
Absent Aaron Cantrell, Executive Director, Voluntary
Action Center of Greater Kalamazoo

Topic(s) of Discussion:

Kalamazoo Community Foundation contribution to the
CMA Can1paign.

Notes:

Mr. Orosz briefed Mr. Gardiner on the history of the
founding organizations, the ConnectMichigan Alliance and
the Campaign and sought his advice and assistance in
approaching the Foundation about participating in the
CMA campaign.

Requested a gift of$100,000 from the Foundation in a
proposal sent in advance to Mr. Gardiner.
Mr. Gardiner requested an explanation of CRCF investment
strategy to ensure that funds were part of a comprehensive
investment strategy.

He asked, "What's in it for Kalamazoo?" and wanted to
know what the local support was for the campaign and the
partnering organizations. He requested local letters of
support. Mr. Orosz emphasized the potential for return on
their investment over a 3-year period especially given the
involvement of the area higher education institutions and
the VIG program.
Mr. Gardiner asked about the participation of other
community foundation and requested a list of community
foundations that have given to date.

Finally, Mr. Gardiner was briefed on the staffing of the
CMA and was intrigued by the appointment of John Lore

�Kalamazoo Community Foundation August 09, 2001 Visit Report
Dave Gardiner

Page 2 of 2

given his past relationships with Kalamazoo (Nazareth and
Western) and with Jack Hopkins specifically. He
suggested that John call Jack and suggest that CMA give a
presentation to their board.
This last point is especially important as Mr. Gardiner
made it a point to explain the various funding approval
process that proposals need to go through. He especially
emphasized that Jack can approve gifts at the $50,000 level
without board approval, however, anything above that
needed to be put before the board. It is important,
therefore, to get a presentation before the board if a gift of
over $50,000 is to be secured.

Mr. Gardiner will review the proposal and contact us. He
was surprised at the (high level of the) request amount.

Pledge/Gift Received:

No activity at this time

Staff Assigned:
Action Steps:

Kyle Caldwell
Follow up to this initial visit.

Task
Description of investment
strategy from CRCF
Local letters of support
Call from John Lore to Jack
H.
Revised proposal submitted
List of committed
community foundations

Due Date
Oct. 1
Oct. 1
August 10
Oct. 1
Oct. 1

Status

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Lansing, MI 48909

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1987 (CRCF) 12000 (CMA)

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List any previous support from the Kalamazoo Community Foundation competitive grant cycle in the last five years:
Year:

Amount:$

Year:

Amount: $

Year:

Amount:$

Purpose:- - - - - - -

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Project name for this application:

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Purpose:
Purpose:

ConnectMichigan Alliance_ __

Purpose of grant: (limit response to 50 characters):

To support and enhance volunteerism in

Kalamazoo and Michigan.
Amount requested: $ 100,000
Date(s) funds from grant are needed:

Total project costs: $ 20,000,000

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�ConnectMichigan
r!ttiance
August 7, 2001
Dave Gardiner
Vice President - Programs
Kalamazoo Community Foundation
151 S. Rose Street, Suite 332
Kalamazoo, MI 49007-4775
Dear Mr. Gardiner:
On behalf of the ConnectMichigan Alliance (CMA), I am pleased to submit this proposal for a
grant in the amount of $100,000 . If approved, your grant will be combined with other resources
totaling $20,000,000 in support of your community ' s partnerships with CMA. Specifically, it
will ensure a perpetual commitment to improve the quality of life in Kalamazoo and other local
Michigan communities through the power ofvolunteerism and service.
CMA programs and services address four areas of need, as identified through a two-year
planning process that engaged more than 70 executives representing local nonprofit
organizations serving communities throughout the state. Those areas include General
Yolunteerism; Youth Yolunteerism; Higher Education; and Training and Technical Assistance.
The ConnectMichigan Alliance (CMA) is a new organization. However, its founding partners
are well-established, statewide, constituency-driven infrastructure organizations with long track
records of successfully supporting local volunteer and service-learning programs in Kalamazoo
and other local Michigan communities. CMA creates an increased organizational capacity to
continue existing services and develop new infrastructure services essential to the success of
volunteerism and service-learning initiatives in Kalamazoo.
CMA is a valuable resource to local Volunteer Centers and other community-based nonprofit
organizations. As a partner in local initiatives, CMA is not prescriptive in the application of its
resources. As local nonprofits identify community needs, they are able to access and apply
CMA programs and services in a manner that best serves their communities.

Chair
Edward Bk'''
Vice- Chair
Miche ll e Engler
Secretary-Treasurer
Terry Pruitt
Board of Trustees
Caro lyn Bloodworth
Nonie Brennan
Kyle Ca ldwell
Virgil Carr
Julie Fisher C u mming~
Thomas Dolan
Regi na Fonushnial-.
Eric R. Gi lbemon
Dorothy Joh nson
Barbara Mi eras
Theresa Nelson
Juan Olivarc7
Anne Rosewarnc
Kathy R osso~
Sam Singh
All iso n Trepra
President and CEO
John Lore

The CMA Campaign is truly a unique window of opportunity to ensure the strength and
stability of Michigan ' s volunteers. The state of Michigan provided a $10 million challenge
grant (one-dollar-for-one-dollar) toward this initiative that allows the Kalamazoo Community
Foundation to double the impact of its grant.
s~.

We appreciate your consideration of this proposal. Joel Orosz and Kyle Caldwell are looking
forward to further discussing this opportunity with you further on Thursday, August 9, 2001 .
Sincerely,

~

'

Sam Singh
Interim Director

Co nnec tMi chi gan All iance P.O. Box 22004 Lans ing, M ichi gan 48909-2004 phone 888-24::!-7075 fax 517-2-II&lt;'X6l)
\ p.lrlncr~hip of: Mi chigan Campus Compact. Mi chi gan Co mmunity Service Co mmi ssio n, M ic higan No np rofi t Association . Volu nt eer Center~ of Michtgan

�C. Narrative

1. Organizational Information
Mission
The mission of the ConnectMichigan Alliance is to promote and strengthen a life-long ethic of
service and civic engagement through the support of community building initiatives.
Description of Current Programs, Activities, and Accomplishments
MCC has four active members in the Kalamazoo area-- including Davenport University,
Kalamazoo College, Kalamazoo Valley Community College and Western Michigan University
(WMU) . The past president of Davenport University has served as an active chair for MCC over
the past two years. Both Davenport University and KVCC are expanding their programs and
work with MCC through grants and on-campus trainings in service-learning. Kalamazoo College
has a comprehensive career portfolio program that actively engages students in community
service as part of their overall educational experience. In addition, Kalamazoo College has a past
faculty fellow and close community tie through several faculty members to the Woodward School
for Technology and Research. WMU has over 33 student groups doing community service and
involves over 2000 students annually in one day service projects.
The Volunteer Center of Greater Kalamazoo (formerly Voluntary Action Center) has served as
one ofVCM' s strongest leaders. The Center and director Aaron Cantrell were instrumental in the
founding ofVCM, as Cantrell worked closely with former Governor George Romney in
establishing and achieving the vision for the state network of Volunteer Centers. Additionally,
due to his role with VCM, Cantrell has served as past chair of the VCM Operating Council and
has represented VCM nationally with the Points of Light Foundation through the Volunteer
Center National Network Council. These roles have spotlighted the Kalamazoo Center and its
staff on both the state and national levels.
Kalamazoo is a very active community in terms of volunteer and service-learning initiatives.
Examples of recent collaborative efforts between Kalamazoo nonprofit organizations, Volunteer
Centers of Michigan and/or Michigan Campus Compact include:

Service-Learning
Universities as Citizens Summer Planning Institute at Kalamazoo College (June, 1999)
This Planning Institute was a collaboration between a group of state Compacts, called the
Midwest Collaboration. This collaboration between Indiana, Ohio, TI!inois and Michigan
Compacts provided the opportunity for seven teams from 116 member campuses in the Midwest
to attend the institute to plan and develop an action plan with their community partners to
institutionalize service-learning programs on their campuses. The following campus/community
teams were selected:
•
•
•
•
•

Central Michigan University- Mt. Pleasant, Michigan
Indiana University Purdue University Indianapolis - Indianapolis, Indiana
Kalamazoo College -Kalamazoo, Michigan
Michigan State University- East Lansing, Michigan
Saint Mary' s College - Notre Dame, Indiana

S \CM A\community foundat ions\K.alamazoo\proposal narrative final8 -7-01 doc

Page 3 of21

�+ Southern TI!inois University- Carbondale- Carbondale, TI!inois
+ Olivet College - Olivet, Michigan
The Universities as Citizens Summer Planning Institute was hosted by Kalamazoo College.
Funded by a grant from the Corporation for National Service to the Midwest Collaboration and a
grant from the National Campus Compact Office, the Institute focused on the scholarship of
engagement - the integration of teaching, research and/or professional service with community
partners. The Institute was designed to provide an environment for campus/community teams to
plan specific projects that foster public engagement. In addition, the Institute explored key issues
related to campus planning.

Training and Technical Assistance
In July, 2000, Robin Lynn Schultheiss (Director, VCM) presented a half-day workshop, "For
Volunteers Only" as part of the local training series hosted by the Volunteer Center of Greater
Kalamazoo. This training was focused primarily on long-term volunteers and board members of
local nonprofits, stressing their unique role as organizational historian and leader. Additionally,
maintaining the delicate relationship between staff and volunteers was discussed at length. In the
summer of 1999, Schultheiss conducted a workshop on Effective Volunteer Management for the
same training series.
Volunteer Center of Greater Kalamazoo staff members have participated in a number ofVCM
sponsored professional development opportunities, including fund development strategies and the
Volunteer Center Academy. VC of Greater Kalamazoo staff regularly serve as volunteers at
MNAIVCM sponsored conferences, in exchange for discounted registration fees.
MCC also presented a training session for faculty on service-learning hosted by Kalamazoo
Valley Community College during the spring semester of2000.

Grants
Capacity Building Mini-grant- $2,000
In 1998, the Volunteer Center of Greater Kalamazoo was the recipient of a $2,000 capacity
building grant from VCM, to assist with a technology upgrade resulting in an improved volunteer
referral and tracking mechanism. The grant funded one portion of a comprehensive system
upgrade and provided leverage for the Center to secure the additional funding.
Volunteer Investment Grant &amp; Romney Endowment- $50,000
In 1998, the Volunteer Center of Greater Kalamazoo was among the first in the state to leverage a
$25,000 award through the George W. Romney Fund for Volunteerism in Michigan and an
additional $25,000 from the Volunteer Investment Grant administered by the Michigan
Community Service Commission (MCSC). Raising $25,000 locally for the MCSC 1:1 challenge
grant enabled the Volunteer Center to establish an endowment fund of $50,000, which will
provide program and operational support into perpetuity. It is the goal of the Romney Fund that
local Volunteer Centers will continue to grow the fund to a level that provides adequate support
for core programs.
Western Michigan University
WMU continues to develop a web-based resource book that will inform and provide students,
faculty and staff of community volunteer opportunities and needs.

S:\CMA\community foundations\Kalamazoo\proposal narrative finaiS-7-0 1 doc

Page 4 of21

�Western Michigan University
This proposal called "Hands-on-Science" established a mentor program between 10-20 Western
Michigan University students of physics, chemistry, and geography and twenty advanced students
at the Woodward School for Technology and Research in Kalamazoo. For a period of three
months, the WMU students assisted the elementary school students to develop science fair
projects. The elementary students also visited Western' s campus.
Western Michigan University
During the Fellowship term, Faculty Fellows provided expertise to meet a community
organization's needs. Dr. Paul and his students focused on independent living for seniors.
Students did needs assessment for seniors homes and then followed up with them to see if the
assessment made a difference on safety and if the recommendations were being heeded. Faculty
Fellows also teach a service-learning course, conduct a research project and participate in three
retreats. Recognized as service-learning leaders, Faculty Fellows inspire and support colleagues
at their own institutions to become involved in academic service-learning and other forms of
professional community engagement. All of their work was chronicled in a professional
development portfolio which Faculty Fellows are encouraged to submit for review, promotion or
tenure actions.
Kalamazoo College
As a Faculty Fellow, Dr. Bruce Mills focused on needs identified through dialogue with the
Kalamazoo Regional Educational Services Agency [KRESA] autism-programming team.
Through the Creation of "Social Stories," students in a service-learning course "Out of Silence:
From Autism to Art" contribute to the development of autism-impaired students ' social skills and
language abilities. As a result of Dr. Mills research, two in-service trainings for KRESA staff
were be held at Kalamazoo College. In addition, the fellowship provided funds for travel to an
out-of-state conference on autism programming. Finally, a collection of essays on the impact of
autism were read in the community.
Western Michigan University
Dr. Gibson Hancox integrated a service-learning component into an undergraduate
Communication Training and Development course. Students conducted communication related
training to clients from two of the Kalamazoo Regional Educational Service Agency's (KRESA)
programs, Work First and School-To-Work. Student trainers engaged in extensive classroom
discussions, training journal entries and a series of directed writings to explore such issues as
adult Ieamer populations, KRESA client needs, theories of resource development, and the role of
training in nonprofit organizations.
ConnectMichigan Alliance Initiative
CMA programs and services address four areas of need, as identified through a two-year planning
process that engaged more than 70 executives representing local nonprofit organizations serving
communities throughout the state. Those areas include Community Volunteerism, Youth
Volunteerism, Higher Education, and Training and Technical Assistance.
The ConnectMichigan Alliance (CMA) is a new organization. However, its founding partners are
well-established, statewide, constituency-driven infrastructure organizations with long track
records of successfully supporting local volunteer and service-learning programs in Kalamazoo
and other local Michigan communities. CMA creates an increased organizational capacity to
continue existing programs and develop new infrastructure services essential to the success of
volunteerism and service-learning initiatives in Kalamazoo.

S·\CMA\community foundations\ K.alamazoo\proposal narrative final8·7-0I.doc

Page5of21

�CMA is a valuable resource to local Volunteer Centers and other community-based nonprofit
organizations. As a partner in local initiatives, CMA is not prescriptive in the application of its
resources. As local nonprofits identify community needs, they are able to access and apply CMA
programs and services in a manner that best serves their communities. CMA programs and
services available to local nonprofits include (implementation dates are in parenthesis):
Community Volunteerism

Volunteer Centers (July 1, 2001):
While diverse in their local delivery strategies, there are four basic tenets of Volunteer Center
serv1ces:
1. Volunteer Clearinghouse - a local Volunteer Center serves as a matchmaker between potential
volunteers and local nonprofitslinitiatives that are in need of volunteers. Each Center has a
volunteer application, screening and referral process, as well as accountabilities for nonprofits
who work with volunteers through the Center. In addition to placing individual volunteers,
Volunteer Centers work to develop appropriate projects to meet the changing demographics of
the volunteer sector, including programs for Family Volunteerism, Youth Volunteerism and
Employee Volunteerism. Some placements are long-term, others are short-term. Many
Volunteer Centers coordinate local Day of Service initiatives to introduce community members to
local opportunities. Examples of Day of Service initiatives include: Make A Difference Day,
National Youth Service Day, Day of Caring (with a local United Way), Join Hands Day and
Holidays of Caring.

2. Community Problem-Solving- local Volunteer Centers are fmding practical applications for
their database and relationship "web" by engaging more strategically in proactive community
problem solving efforts. In order to appropriately meet volunteer needs, a Volunteer Center is
uniquely positioned to understand many facets of an organization' s programming. By identifying
a key community issue and cross-referencing it with the Volunteer Center database of
organizations providing programs and services that impact the issue, a Volunteer Center can
initiate conversations, collaborations and strategies for a more holistic approach to service
delivery.
3. Marketing and Promotion - Volunteer Centers work to spread the word, not only about the
needs of the community, but also the success stories of effective change created by volunteer
initiatives. When community members begin to understand the full value and potential impact of
volunteerism, it stands to reason that they would feel it is a useful investment of their time. In
addition to the impact of volunteerism, people need to know- easily- how they can become
involved. This is where the 1-800-VOLUNTEER hotline and the presence of a Volunteer Center
in every community become critical.
4. Volunteer Recognition- as there is no "pay" for volunteerism, Volunteer Centers work to
ensure that local volunteers receive appropriate recognition. Large-scale annual community
volunteer recognition events are commonplace. Volunteer Centers are helping local nonprofits
meet the challenge of effective, meaningful, creative recognition.
To advance the efforts of local Volunteer Centers in meeting their missions, the VCM staff
provides support services that enhance the professional capacity of local staff. VCM ' s services
include: site-based consultation and training; facilitated quarterly networking meetings; new
director orientation and mentoring; fund development training and assistance; marketing
initiatives; and connection to other state and local resources. One of the primary responsibilities

S ·\CMA\comrnunity fo undatio ns\ Kalamazoo\proposal narrative finai8-7-0 I doc

Page 6 o f 2 1

�of VCM staff is to advocate on behalf of all Volunteer Centers for resources and support services,
allowing local Volunteer Centers to focus on meeting local needs.

Corporate and Business Volunteerism (July 1, 2002):
As the corporate and business community seeks new avenues for community investment,
volunteerism is playing a key role in business plans and strategies nationwide. This growing
trend is realized through two primary means -- employee volunteerism and corporate or business
volunteer councils. In some business cultures, employees are expected to be civically engaged as
part of a formal job description; while others, the company approaches a flexible scheduling
arrangement as a means of supporting the "wholeness" of an employee' s life. In response to this
growing trend, communities have seen the outgrowth of corporate volunteer councils and rural
business councils that support and promote best practices of employee volunteerism and discuss
strategies for connecting philanthropy, volunteerism and responsible corporate citizenship.
These councils often work in close partnership with local Volunteer Centers and other nonprofit
organizations. Additionally, many communities have created "win-win" partnerships in the
development of board placement programs, whereby an employee is placed on a nonprofit board.
This placement allows personal and professional development opportunities for the individual , as
well as creating stronger ties to the business sector and access to needed resources and skills for
the local nonprofit. The ConnectMichigan Alliance will support and promote the best practices
of employee volunteerism through collaborative partnerships, sharing of innovative models and
best practices, and delivering training and technical assistance.

I-BOO-VOLUNTEER Hotline (July 1, 2001):
When an interested volunteer calls 1-800-VOLUNTEER, they are asked to input their ZIP Code
and are then connected immediately to their local Volunteer Center. If the caller is not currently
served by a local Volunteer Center, they are connected to Volunteer Centers ofMichigan (VCM).
1-800-VOLUNTEER is a national initiative, coordinated jointly by the Points ofLight
Foundation and Volunteer Center National Network. Michigan is the only state in the country that
currently has universal coverage.
Make A Difference Day (July 1, 2001):
Typically the third Saturday of October, this annual nationwide event is coordinated by the Points
of Light Foundation and USA Weekend Magazine. Once again, Michigan rose to the challenge
and launched one of the most comprehensive Make A Difference Day efforts in the country. For
the tenth anniversary of the National Make A Difference Day (2000), the Michigan initiative
included 84,901 volunteers participating in 605 projects which impacted 194 cities in 80 counties.

National Volunteer Week (July 1, 2001):
Held nationally during the third week of April, National Volunteer Week is celebrated in local
communities in a variety of ways. Many host local volunteer recognition events (frequently
coordinated by local Volunteer Centers); others coordinate days of service or conduct local
marketing campaigns to promote volunteer involvement; some focus very heavily on providing
speakers to service clubs, businesses and schools to discuss innovative approaches to
volunteerism. Through CMA, the Volunteer Centers of Michigan plan to conduct a statewide
media and marketing campaign each year, promoting the 1-800-VOLUNTEER hotline and local
Volunteer Centers as a point of connection in local communities.

S \CMA\community foundations\ Kalamazoo\proposal namJtive finai8-7-0I.doc

Page 7 of21

�America's Promise in MI (July 1, 2002):
Launched at the President's Summit for America ' s Future in April, 1997, America's Promise was
personalized to Michigan through the leadership of the Michigan Community Service
Commission. The 25 local Communities of Promise currently registered with MCSC and MCC
have access to support services and funding opportunities that allow them to more successfully
deliver the five fundamental resources to youth: a healthy start; safe places to learn and grow; an
ongoing relationship with a caring adult; marketable skills; and an opportunity to give back
through service. Through the coordinated efforts of CMA, we expect the number of registered
Communities of Promise to grow statewide.
Volunteerism Clearinghouse (July 1, 2002):
The Volunteer Centers ofMichigan and Michigan Nonprofit Association have built a collection
of reference books, guides and manuals; video tapes; audio tapes; on-line resources; and journals
that are available as references for volunteer program managers. Additionally, potential
volunteers can be directed to a multitude of sources for involvement in local volunteerism or can
be provided with self assessment tools to assist in decision making related to volunteer
involvement.
Youth Volunteerism

Youth Volunteer Opportunities (July 1, 2002):
Currently, there exists a myriad of opportunities for youth to be volunteers in their local
communities. While many adults tend to think immediately of volunteering at the local hospital,
humane society, or place of worship, the opportunities for youth service have grown dramatically
as more youth clubs (4-H, Boy and Girl Scouts, etc.) have incorporated service as a formal
component of their youth programming. Many Michigan youth also have access to Youth
Volunteer Corps programs (currently hosted in ten areas of Michigan), as well as local Youth
Advisory Councils (in partnership with Community Foundations and/or Volunteer Centers). The
partners of CMA will continue to promote and support these programs through collaboration,
technical assistance and supporting the principles of youth empowerment and leadership.
K-12 Service-leaming (July 1, 2003):
Many Michigan schools (public and private) and educators have begun to incorporate the values
of service-learning into their curricula. Service-learning is a means of making education "real" to
students by providing practical real-world application of classroom learning. English students
learn to research, interview and document the life history of elders in their community; biology
and chemistry students conduct water testing for contaminants in local rivers and streams and
then plan appropriate clean-up efforts; art students rejuvenate abandoned buildings or public
structures for community beautification projects ... the possibilities are endless. CMA will be
positioned to further the success of local service-learning efforts by preparing nonprofit
organizations to address fully the components of meaningful projects, as well as encouraging a
broader range of community partnerships and collaborations.
YES Ambassador Program (July 1, 2003):
Michigan has been host to the Points of Light's YES (Youth Engaged in Service) Ambassador
program for ten years . The role of a YES Ambassador is to promote the involvement of young
people in meaningful service and leadership opportunities. Michigan' s statewide focus has
resulted in the creation of the MYP AC (Michigan Youth Progressive Action Council), an
advisory council to the Governor through the Michigan Community Service Commission.
Additionally, the YES Ambassador works with numerous organizations and entities statewide,
preparing them for and promoting the benefits of youth leadership and civic engagement.

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�Service-Learning Support (July 1, 2001):
In Michigan, there are two highly developed support mechanisms for K-12 service-learning:
Learning to Give is a program of the Council of Michigan Foundations. Learning to Give is a
curriculum-based resource for educators that includes literally hundreds of ready-to-use lesson
plans crossing all disciplines and grade levels. Michigan educators will find appropriate
references to MEAP lessons, as well as opportunities to attend in-services and institutes that
prepare them to more fully engage their students and peers in service-learning.
Learn and Serve is a national grant program hosted in Michigan by the Michigan Community
Service Commission. Learn and Serve provides grant opportunities for both community based
organization and school-based service-learning initiatives. Learn and Serve also provides access
to state and national level technical assistance for the successful implementation and evaluation
of service-learning initiatives.
As CMA develops, it will identify and develop networking initiatives which enhances existing
outreach initiatives that link nonprofit organizations with their local schools and K-12 students.

Higher Education

Institute 011 Academic Service-Learning (July 1, 2001):
The Institute is an annual conference focusing on education and dissemination of information on
service-learning. Faculty and staff from higher education institutions in Michigan come to learn
and share new information, explore service-learning pedagogy and network between institutions.
Service Leaders/tip Camp (July 1, 2001):
The camp is an annual weekend activity for college students who are campus community service
leaders, to focus on organizing and improving their service activities for the year. Students and
their advisors learn new information, develop a year plan and network with each other.
Generally, 100-120 students attend from 10-14 public and private institutions.
Grants (July 1, 2001):
MCC has several grant programs that make a significant difference in college and universities
starting and maintaining support for service-learning, community service and civic engagement.
These grant programs include Venture Grants, Faculty Fellows Grants, Student Community
Action Fund Grants, Corporation for National Service Grants, among other grant programs
throughout the year. In 2000-2001 , MCC granted over $130,000 to 79 different grant programs
that have resulted in model programs, new initiatives and campus support for service activities.
Recognition (July 1, 2001):
MCC supports two statewide recognition ceremonies to honor faculty, staff, students and
administrators that participate in service-learning and community service. Annually, MCC
honors faculty and staff from 35 institutions of higher education in Michigan. College students
are nominated by campus staff or their community organization to be honored in an MCC
statewide ceremony each April. In 2001 , MCC honored over 70 students. This recognition
ceremony is a way to thank those who have worked hard to advance the use, value and
understanding of community service and service-learning at their institution and/or throughout
the state. Recognizing these individuals lends legitimacy and awareness to the work of
community service-learning practitioners on and off campus.

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�Networking Meetings (July 1, 2001):
MCC holds regular networking and informational meetings for Community Service Directors and
service-learning faculty from our 35 member institutions. These meetings offer opportunities for
these constituent groups to learn from each other and from professional development
presentations. Constituents find that these meetings help bring new practitioners into the fold ,
and offer support for their activities. In 2000-2001 MCC held 8 such networking meetings.
Student Community Action Network [SCAN] (July 1, 2001):
SCAN serves as the student component of Michigan Campus Compact (MCC). It is the student
voice that impacts decisions affecting community service made at state and local levels. SCAN
unites Michigan student leaders engaged in service on their college campus and provides
structured statewide opportunities for sharing campus activities, solving problems, discussing
issues in community service and service-learning, and utilizing resources available throughout
Michigan and nationally. The student representatives from each member institution obtain the
knowledge and ability to further service initiatives on their campuses through eight yearly
meetings.
Regional Collaborations (July 1, 2003):
Collaborations between campus programs in similar regions of the state or that are dealing with
similar issues on community service and service-learning, will be fostered .
Regionally in: Detroit, Grand Rapids, Kalamazoo, Flint/Saginaw and Lansing.
Issues: Rural; Urban,· Part-time staff; Full-time staff; and specific programs, such as, Tutoring,
Community Building, etc. Regional collaboration will increase capacity of community service
and service-learning programs. Specifically, collaborations will mean an increase in quality of
one-time/one-day volunteerism projects, such as Make a Difference Day. Community based
organizations will also benefit from bringing local college and universities together to plan
events, because they will no longer need to develop special relationships with each campus for
one-time events.
Publications/Dissemination (July 1, 2002:)
Service-learning publishing opportunities for faculty will be increased. These publications will
support both the case for the use of service-learning pedagogy and the needs of faculty to publish.
This initiative is member-driven because of the pressure to publish for faculty promotion. Also,
publications provide the opportunity to develop the body of knowledge on the benefits of servicelearning and civic engagement in the classroom.
Promoting Multi-Disciplinary Service-Leaming (July 1, 2003):
Higher education faculty and staff will be trained to engage in multi-disciplinary service-learning
initiatives. Increasing the disciplines involved with service-learning projects presents a well
rounded look at community problems and will create better learning opportunities for students
that help them to integrate service into their majors. In addition, multi-disciplinary servicelearning creates deeper service projects with greater capacity and impact and helps to
institutionalize service-learning on college campuses.
Student Civic Engagement Opportunities (July 1, 2002):
Educational opportunities will be created for students to learn about civic engagement, such as:
• Student led panels around the state on civic engagement topics, and
• Statewide civic engagement conference for students.
This will help to increase participation in civic education on college campuses and involve
students in their own civic development. Michigan will model programs for the rest of the nation
on college campuses.

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�Training and Technical Assistance
Statewide Initiatives (July I, 200I):
CMA will host Volunteerism SuperConference in collaboration with Volunteer Centers of
Michigan and the Michigan Nonprofit Association. The SuperConference, a bi-annual event,
attracts more than 1,000 participants for education and networking around the topics of volunteer
management, motivation, outcomes and impact measurement, community leadership and others.
The SuperConference addresses the full range of the volunteer sector, from youth to senior, new
volunteer to 20 year veteran, program staff to executive director. The SuperConference draws
national leaders as keynote speakers, boasting a history that includes Barbara Bush, Colin Powell
and Mark Victor Hansen. The 2002 SuperConference, through the sponsorship of the Michigan
Community Service Commission will feature a track for national service members and program
managers as well as hosting the nationally recognized Prudential Youth Leadership Institute.
Training and Technical Assistance (July I, 2001):
In collaboration with local Volunteer Centers and Higher Education service-learning offices,
CMA will establish five regional training hubs to ensure accessibility to vital training
opportunities for local volunteer and service-learning organizations. Local partners (Volunteer
Centers and service-learning offices) will help CMA identify training needs specific to local
communities and host workshops and seminars. Additionally, CMA will collaborate with local
management service organizations (MSO) and the Michigan Nonprofit Association (MNA) in
providing local nonprofit organizations access to capacity-building and nonprofit management
training opportunities through the same training hubs.
Training will include capacity-building workshops on Board Development and Training,
Volunteer Management (recruitment, retention and recognition), and Nonprofit Management
(through MSO and MNA). It will also include initiatives to link Volunteer Centers with local
businesses. Topics will include Corporate and Business Volunteer Programming, and Corporate
Councils.
CMA will also work in conjunction with local MSOs and MNA to recruit a cadre of consultants
assigned to specific geographic regions of the state. In addition to ensuring all geographic
regions of the state have access to professional consultants to help develop organizational
capacity, CMA will make available financial resources for such undertaking through a mini-grant
process.
Organization statement or policy regarding non-discrimination of employees and consumers
Article ll of the ConnectMichigan Alliance Employment Policies and Procedures as approved
February 1, 2001 specifically states:
"CMA provides equal employment opportunities (EEO) to all employees and applicants for
employment without regard to race, color, religion, sex, national origin, age sexual orientation, or
disability, as defined by law, or status of a Vietnam-era or special disabled veteran, in accordance
with applicable state and federal laws. In addition, CMA complies with applicable state and local
laws governing non-discrimination in employment.
This policy applies to promotion,
termination, layoff, recall, transfer, leaves of absence, compensation, and all other terms and
conditions of employment."
2.

Project

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�Statement of Documented Need/Problems to be Addressed
The establishment of the ConnectMichigan Alliance grew out of a two-year planning process
engaging more than seventy local nonprofit leaders from communities throughout Michigan who
recognized the need to deepen the quality and sustainability of Michigan 's volunteer
infrastructure. Their charge was to create a vision for their local communities by drawing upon
their common experiences in the development of a strategic plan to support volunteerism and
service-learning at the local level. In their deliberations, planners considered the following facts:

Overall Significance of Michigan's Nonprofit Sector
•

The nonprofit sector is growing faster than the overall Michigan economy which
means its impact on the economy and quality of life in the state continues to
significantly increase as well. According to a 1997 survey conducted by Public
Sector Consultants (PSC), there are nearly 38,000 nonprofit organizations operating
in Michigan with assets exceeding $60 billion.

Overall Significance of Michigan's Volunteers
•

•

•

•

Almost 90 percent of all charitable organizations participating in PSC's 1997 survey
rely on volunteers. Charitable organizations indicated they averaged 180 volunteers
and nearly 9,500 volunteer hours, which translates to 4.6 full-time workers per
organization. PSC estimates that more than 1 million volunteers contribute nearly 60
million hours to Michigan nonprofit organizations, an equivalent of more than 28,000
full-time employees and nearly $760 million in donated labor.
According to Michigan Giving &amp; Volunteering, a 1999 statewide report published
jointly by the Council of Michigan Foundations and the Michigan Nonprofit
Association, 46.7 percent of Michigan adults volunteered during the past twelve
months - the majority indicating they are volunteering more hours annually than in
the past.
Also according to Michigan Giving &amp; Volunteering, almost half of all those who
volunteer donated their time to education in 1999, including public and private
schools, daycare centers, and preschools.
Michigan Giving &amp; Volunteering also revealed that 81.3 percent of those who did not
volunteer in 1999 indicated they had not been asked to do so - over half said they had
been volunteers in the past.

Changing Dynamics and Capacity Challenges in Supporting Volunteerism and ServiceLearning
•

As a requirement for graduation, many school districts and institutions of higher
education are mandating students complete a set number of hours of volunteer
service annually. While the intent is to civically engage young people in a
meaningful experience, the need for formal training available to nonprofit
organizations, to the schools and to the youth far exceeds its availability. U.S.
Department of Education research shows that schools that mandate service as a
component of graduation, but which do not provide adequate support, training and
placement services fare no better than schools that do not require serviceemphasizing the need for more support and connections between schools and
community based organizations.

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�•

•

•

•

•

Over the past ten years, a number of statewide organizations and initiatives have
emerged in support of volunteerism and service-learning. The current operating
environment is fragmented, which promotes the possibilities for duplication of effort,
competition for limited fmancial resources and minimizes opportunities for
collaboration in service to local nonprofits. Given these potential inefficiencies, it
seems unlikely that Michigan 's volunteer sector will realize its full potential.
A recent California study suggests that the average tenure for an executive director in
the nonprofit sector is four to five years. The study cites stress over capacity issues
as well as barriers to further career development as major factors.
Michigan corporations are experiencing a growing need to engage in local initiatives
to improve the quality of life in the communities in which they are located.
Increasingly, communities are looking to their corporate citizens to provide human
resources - board members and volunteers - in support of community projects. Both
corporations and nonprofit organizations are experiencing challenges in terms of their
organizational capacities to effectively manage, maintain and support this community
resource.
Michigan families are encountering external demands on their time as never before.
A study recently published estimated that fathers spend less than two hours of quality
time with their children on a weekly basis. Many families are looking for
opportunities to tum demands upon their time into opportunities to spend quality time
together. Families that seek to engage in civic activities find that opportunities do not
fit their ever-demanding schedules, do not align with the interests of their family
members and require more time than a family can provide in any single incidence.
With the demand for quality, family volunteer experiences increasing, local nonprofit
organizations need specialized training and technical assistance to effectively serve
this constituency.
The nonprofit sector is the fastest growing of all of Michigan ' s economic sectors.
This growth has created significant challenges for nonprofit organizations in terms of
their organizational capacities to develop and manage human and financial resources
necessary to forward their vital missions in the communities they serve. While there
are a number of training and technical assistance services offered to the sector,
accessibility is a significant issue for nonprofit organizations due to geographic and
financial barriers.

As research and planning continued, it became apparent that the existing infrastructure systems
would have to be substantially overhauled to increase the capacity to serve Michigan's volunteer
network. While the issue oflimited financial resources created a significant barrier to this
undertaking, failure to develop and implement the required statewide support infrastructure
certainly put past gains and future visions of local communities at risk.
CMA is the result of a two-year strategic planning process. Additionally, MNA and MCSC will
share a central location with CMA and its affiliates, which will reduce administrative expenses
and duplication of services. This arrangement, modeled after successful reorganization
strategies in the private-for-profit sector, enhances the technological capacity and customer
service models of the partners. CMA is a model for the sustainability and effective support for
the state' s nonprofit sector, volunteers, and service-learning educators.
List of Other Organizations or Partners Participating in the Project and Their Roles

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�Separate, but working in collaboration, the following organizations have combined to build a
powerful force-infrastructure- for volunteerism in Michigan. Major components of CMA
infrastructure include:

Michigan Campus Compact (MCC) - an association of 35 Michigan colleges and universities
that have joined a compact that works to instill an ethic of service and civic action in the college
students of today. MCC works to educate, support and recognize institutions of higher learning
and their individual administrators, staff, faculty and students, who want to be involved in
promoting citizenship by encouraging service experiences for students. These experiences lay
the foundation for a lifelong ethic of public responsibility and community service. Students learn
to reflect critically on the world around them and take an active role in their community by
becoming directly involved with social issues and their solutions. MCC is the first organization
in the country to include its member presidents, students, faculty, and staff in the development
and implementation of service initiatives. This innovative approach to community problemsolving is one of the reasons MCC is an accomplished national leader in the service field;
Michigan Community Service Commission (MCSC) - a governmental body created by
executive order of the Governor in 1991 and codified in state law in 1994 that promotes service
and volunteerism by leveraging state and federal funds to support and recognize local volunteer
efforts. With an annual budget of more than $13 million in state, federal and private funds , the
MCSC is committed to enabling all citizens, including youth, to engage in public problem solving
through service and volunteerism. The MCSC fulfills this mission through a number of
programs, projects and activities. The MCSC also works to nurture the efforts of individuals,
human service agencies, programs, businesses and corporations to maintain their momentum and
help them grow to create partnerships for new opportunities for volunteerism and to marshal new
or existing resources to meet the needs of the people and the communities we share. The MCSC
is a catalyst for positive community change, stimulating innovative programs that meet
community needs through service. MCSC is a convener to bring diverse individuals and groups
together, building communities through shared efforts and common goals. MCSC acts as a
broker of ideas and resources, encouraging collaboration and entrepreneurial approaches to
service and volunteer program development.
Michigan Nonprofit Association (MNA)- an association for nonprofits that gives voice and
support to the vast array of nonprofit organizations and the constituents they serve throughout the
state. MNA' s mission is to promote the awareness and effectiveness of Michigan ' s nonprofit
sector, and to advance the cause of volunteerism and philanthropy in the state. MNA convenes
nonprofit leaders as well as the leadership of government and private sectors. MNA increases
understanding of the nonprofit sector, confronts common issues and concerns and promotes
collaboration. MNA encourages voluntary giving and service. MNA disseminates information
important to defining the sector, its scope and values on management/technical needs of
organizations in the sector, fostering communication and collaboration in the public, private and
nonprofit sectors. MNA takes an active role in public policy that affects the nonprofit sector.
MNA provides programs and services that enhance the sector by strengthening organizational
capacities; and
Volunteer Centers of Michigan CVCM)- a statewide network of36 volunteer centers that help
local communities match volunteers with volunteer opportunities. VCM ' s mission is to strengthen
existing volunteer centers, to provide leadership in developing new centers, and to promote and
strengthen volunteerism statewide. VCM supports local volunteer centers in their efforts to
mobilize people and resources to deliver creative solutions to community problems. To this end,
VCM programs and services include member mailings, workshops and seminars, local

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�consultations, quarterly meetings, semiannual Volunteerism SuperConference, grantmaking, a
resource library and public relations initiatives. VCM was the first management service
organization of its type in the country to employ a fu11-time staff to more efficiently and
effectively serve its constituency. In addition, VCM has developed a national model
accreditation program for local volunteer centers.
Description of How This Project Applies to Kalamazoo Community Foundation 's Operating
Principles
See the Broad View
CMA is the result of a strategic planning process that engaged local Volunteer Centers and
college and university service-learning programs in defining the futures of the local communities
they serve. CMA was established to ensure an effective statewide infrastructure is in place to
support initiatives to impact a neighborhood, an institution, and/or a system in local communities
in every Michigan community. CMA will provide critical support to increase the organizational
capacities of Kalamazoo-based initiatives.
See the Long View
Investing in CMA ensures the essential infrastructure necessary to support local volunteer and
service-learning will remain in place into perpetuity. The quality of life of future Kalamazoo
residents will be enhanced by your investment today.
Create Synergies
CMA is an excellent example of a good solution through the combined efforts of many. Local
leaders from communities throughout the state collaborated in the development and establishment
of this statewide support structure that is critical to the success of their efforts at the local level.
And, by its very nature, CMA encourages communities to address systemic, concentrated issues
by engaging multiple partners on multiple fronts to promote new solutions. CMA provides
opportunities on local, regional, and statewide levels to network and disseminate information.
Enhance Nonprofit Capacity
CMA was established to positively impact the organizational capacities of local nonprofit
organizations. CMA increases local nonprofit organizations accessibility to capacity-building
training and technical assistance, and expands the promotion of volunteerism and civicengagement at the local level.
Statement of Projects Efforts and Policies to Include and Involve Diverse Individuals and Groups
By its very nature, ConnectMichigan Alliance will engage diverse individuals and groups. Both
MCC and VCM are membership organizations supporting local nonprofit organizations that
represent diverse constituencies that comprise the local communities in which they operate.
Under the CMA administrative nexus, both organizations will continue to provide support,
training and technical assistance to local nonprofit organizations and educational institutions as
they work to improve the quality of life throughout their respective communities.
3. Evaluation
Plans for Evaluation, Including How Success Will be Defined and Measured
Evaluation has been a critical component of the work of the founding partners prior to the
creation of the ConnectMichigan Alliance. The Volunteer Centers of Michigan, Michigan

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�Campus Compact and the Michigan Nonprofit Association have been contracting with the Ann
Arbor based firm, Formative Evaluation Research Associates (FERA) since 1995 . The evaluation
work has measured the success and challenges of programs and the overall effectiveness of the
three organizations. The evaluation was utilized in the strategic planning efforts that led to the
development of the ConnectMichigan Alliance.
As CMA enters into its first fiscal year, it is essential that the evaluation work continue. The
CMA Board ofTrustees has dedicated a portion of their September board meeting to discuss the
development of an evaluation plan. The Board is developing a six member committee
comprising of trustees from each of the four founding partners and two at-large members. The
committee will be charged with the tasks of selecting an evaluation firm. CMA will conduct a
request for proposal process to select an evaluator. It is anticipated that CMA Evaluation
Committee will select an evaluator by early October. The committee will be looking for firms
and individuals that have experience in not only program evaluation but also evaluating strategic
alliances and mergers.
As the Evaluation Committee works with the evaluator in the development of its evaluation plan,
it will utilize three types of evaluation models: context, formative and outcome. The first model
of context evaluation will be critically important as CMA documents the successes and
challenges of working in a merged environment. Each region of the state has its own
demographics, politics and nuances, which the context evaluation will be useful in assessing. As
we develop programs and models with local organizations throughout the state, knowing the
regional, political and cultural factors contribute or impede progress will be helpful in program
design.
The second model of formative evaluation will be important as we begin to develop new
programs and evaluate our new strategic partnership. The board anticipates the new relationship
will be continuously maturing and constant review of the process will strengthen the systems of
CMA.
The last model of outcome evaluation will be our primary methodology utilized in our evaluation
plan. The organization will address the short and long term program objectives. The plan will be
a key tool in satisfying program expansion and donor interest in the success of the endowment.
As the board develops an external evaluation plan, the CMA staff is charged with the
development of an internal evaluation plan. Staff will conduct program monitoring, event
evaluations, constituent surveys and local focus groups. These activities are currently practiced
by the existing organizations and have been found to be an effective tool in program development
and enhancement.
Description of How Evaluation Results Will be Used by the Organization
Replication ofCMA in other states is very probable, as organizations throughout the country have
expressed interest in establishing a similar strategy in their states. Evaluation results will not only
be key to ensuring quality service in Michigan, but to also provide documented evidence of best
practice to other states.
Description of How Consumers and Target Populations are Involved in Designing, Planning,
Delivering and Evaluating the Project

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�The partners of this initiative, Michigan Campus Compact, Michigan Community Service
Commission, Michigan Nonprofit Association and Volunteer Centers of Michigan, engaged in a
two-year planning process that involved staff, board members and consumers and target
populations from each organization. Each partner organization officially endorsed CMA through
formal Board resolutions.

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�4. Budget Information
Project Budget

FY2001-2002
Acct.#

Acct. Name

General

MCC

VCM

Budget

REVENUE
4510
5000
5600

General Contributions
Interest and Dividends

5700

Restricted Grants(new)
Unrestricted Grants(existg)

6100

Program Fees

6200

Membership Dues

6305

Consulting
Sponsorships
Publications

6380
6400
6500

Misc. Income
TOTAL

$4 ,500

$4,500

570,000

570,000

75,000

117,000

50,000

242,000
41 ,200

6,700

27,200

5,250

125,250

5,000

10,000

5,000

35,000
2,000

41 ,200
7,500
5,000
25,000

13,000
120,000
5,000
2,000

1,057,150

687,000

298,200

71,950

220 ,000

95,000
21 ,000

55,000

370,000
21 ,000

220,000

116,000

55,000

391,000

EXPENSE
SALARIES
Salaries
7110
Intern/Member Salaries
7115
TOTAL
BENEFITS
7210

Benefits
TOTAL

66 ,000

34 ,800

16,500

117,300

66,000

34,800

16,500

117,300

LIABILITY INSURANCE
7400
Property Insurance
7410
D&amp;O Insurance

1,000
1,000

-

TOTAL

2,000

-

CONTRACT SERVICES
7710
Payroll Services
7715
Mail ing Services
Other Services
7720
7730
Legal
7740
Accounting
TOTAL

3,000
4,000
10,000
3,000
6,000

1,000
36,000
1,000
1,000

26,000

39,000

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-

-

1,000
1,000

-

2,000

1,000
14,000
1,000
1,000

3,000
6,000
60,000
5,000
8,000

17,000

82,000

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�OFFICE OPERATIONS
8120
Office Supplies
Copying
8210
8220
Printing/Publishing
8250
Subscriptions/Publica!.
8270
Organization Dues
8310
Postage/Shipping
8350
Telephone/Fax
8370
Technology Expenses
8400
Furniture Equipment
8405
Equipment Rental
8410
Program Supplies
8510
Occupancy
8520
Bank/Investment Fees

TOTAL
MEETINGS
8610
Accommodations
8620
Meals
8630
Speaker Expenses
8640
Other
TOTAL
TRAVEL
8710
8720
8740
8750
8760
8770

2,000
10,000
20,000
500
4,000
15,000
20,000
10,000

1,000
1,000
2,000
250
1,000
1,200

-

-

5,000

5,000

4,250
14,500
32,000
1,250
27,700
20,700
20,000
20,000

1,500
95,000

7,000

-

250

-

8,750
95,000

-

178,000

54,450

11,700

244,150

10,000
5,000
5,000

8,000
9,000
4,000

1,000
3,950
1,000
400

19,000
17,950
10,000
400

20,000

21,000

6,350

47,350

1,500
1,000
2,000
2,500
3,500

2,600
1,500
5,500
3,000
250
2,000

1,500
750
1,200
1,500
300
2,000

5,600
3,250
8,700
7,000
550
7,500

10,500

14,850

7,250

32,600

95,000

30,000

125,000

95,000

30,000

125,000

1,000

500

500

2,000

1,000

500

500

2,000

Accommodations
Meals
Mileage
Air
Other
Tuition

TOTAL

1,250
3,500
10,000
500
22,700
4,500

Program Grants

TOTAL

Other Expenses

TOTAL

IGRAND TOTAL- EXP.

523,5oo 1 375,6oo 1 144,3oo 1

!REVENUE LESS EXP.

$163,5001

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-$77,4001

-$72,3501

1,o43,4oo 1
$13,7501

Page 19 of2 1

�REVENUE:
4510 General Contributions
Annual donations by constituents, board members, volunteers and staff.

5000 Interest and Dividends
Based on a 5% return of the $11.6 million currently at the Capital Region Community
Foundation.
5600 Restricted Grants (New)
$75 ,000- Grant for CMA operations and programming. (Soft)
$62,500- Grant from the Corporation for National Service for MCC programming. (Hard)
$4,500- Grant from the Fetzer Institute for MCC programming. (Hard)
$50,000- Grant for MCC Capacity Building through VIG. (Soft-Medium)
$50,000- Grant for Volunteer Center Capacity Building through VIG. (Soft-Medium)
5700 Unrestricted Grants (Existing)
$25,000- Grant from the Towsley Foundation for MCC.
$16,200- Grant from Gertstacker Foundation for MCC.
6100 Program Fees
All three departments charge fee for workshops, conference and trainings. It is anticipated that a
total of $27,200 in fees will be collect in FY 2002.
6200 Membership Fees
$120,000 of dues will be generated by MCC 's 35 member institutions.
$5 ,250 of dues will be generated by VCM's 36 member institutions.
6305

Consulting

It is anticipated that the staff of CMNMCCNCM will conduct onsite consultation to nonprofit

organizations for fees , honorariums etc.

6380

Sponsorship

It is anticipated that the staff of CMNMCCNCM will solicit corporate sponsors for event-based

activities.

6400

Publications

It is anticipated that CMNMCCNCM sell publications.

EXPENSES:
7110 Salaries
See Staffing Plan
7210 Expenses
Expenses have been calculated at 30% of base salary.
Insurance
CMA will purchase D&amp;O and property insurance for the organization.
Contract Services
$3 ,000 allocated for automated payroll service.
$6,000 allocated for mail-house bulk handling.

S ICMA\conununity foundations\ Kalamazoo\proposal narrative finaiS-7-0I.doc

Page 20 of21

�$60,000 allocated for consultants to provided diverse program and organizational services.
$5 ,000 allocated for general legal services.
$8,000 allocated for accounting and audit services.

Office Operations
$4,250 allocated for general office supplies
$14,500 allocated for copying expenses.
$32,000 allocated for printing expenses such as brochures, reports, and annual reports.
$1 ,250 allocated for subscription to trade publications.
$27,700 allocated for organizational dues including $22,000 for MCC dues to the National
Campus Compact.
$20,700 allocated for postage.
$20,000 allocated for telephone and fax expenses.
$20,000 allocated for basic upgrades and technological services.
$8,750 allocated for supplies related to CMNMCCNCM programming.
$95 ,000 allocated for rent and utilities for CMNMCCIMNANCM.
Meetings
$47,350 allocated for room rental, food and speakers for conferences, workshops and training
through the year for CMNMCCNCM.
Travel
$32,600 allocated for air and ground travel, conference tuition and meals for the staff of
CMNMCCNCM.
8810 Program Grants
$125,000 allocated for grants that flow through to local initiatives. FY 2002 grants will go to
members ofVCM and MCC.
9170 MisceUaneous
$2,000 allocated for miscellaneous expenses.
Explain in Detail the Source of Funds for the Project' s Operation in Subsequent Years If It Will
be Ongoing
The ConnectMichigan Alliance endowment was created to provide resources for innovative
grantrnaking, program development and operational costs. The endowment on an annual basis
allows the organization to sustain current initiatives and focus on the development of new
programs. Though the endowment earnings will be significant, it is anticipated that the
ConnectMichigan Alliance will continue to fundraise on a limited basis. New dollars that CMA
will seek on a limited basis will be for new program development versus operational costs.
Revenue generation for the ConnectMichigan Alliance will include the endowment earnings,
program fees , corporate sponsorships and fees for services. It is not anticipated that CMA will
seek funding through membership or annual campaigns.

S \CMA\community foundations\Kalamazoo\proposal narrative final 8-7-01 doc

Page 21 of21

�Capital Region Commuruty Foundation
ConnectMichigan Alliance
Attachment A
CMA IRS determination letter

�JUN 1 J. 2JlQ1
INTE""KNAL REVENUE SERVICE
P. 0. BOX 2508
CINCINNATI, OH 45201

CONNECTMICHIGAN ALLIANCE
C/0 SAM SINGH
29 KELLOGG CENTER
EAST LANSING, MI 48823

DEPARTMENT OF THE TREASURY
Employer Identification Number:
38-3572916
DLN:
17053011054031
Contact Person:
ANTHONY S WETMORE
ID# 11012
Contact Telephone Number:
(877 ) 829-5500
Accounting Period Ending:
December 31st
Foundation Status Classification:
509 (a ) (1 )
Advance Ruling Period Begins:
October 11,2000
Advance Ruling Period Ends:
December 31,2004
Addendum Applies:
NO

Dear Applicant:
Based on information you supplied, and assuming your operations will be a
stated in your application for recognition of exemption, we have determined yc
are exempt from federal income tax under section 501(a) of the Internal Revenu
Code as an organization described in section 50l(c) (3).
Because you are a newly created organization, we are not now making a
final determination of your foundation status under section 509(a) of the Code
However, we have determined that you can reasonably expect to be a publicly
supported organization described ~n sections 509(a) (1) and 170(b) (1) (A) (vi).
Accordingly, during an advance ruling period you will be treated as a
publicly supported organization, and not as a private foundation. This advanc
ruling period begins and ends on the dates shown above.
Within 90 days after the end of your advance ruling period, you must
send us the information needed to determine whether you have met the require ments of the applicable support test during the advance ruling period. If yot
establish that you have been a publicly supported or~anization, we will class
fy you as a section 509(a) (1) or 509(a) (2) organizat~on as long as you contin1
to meet the requirements of the applicable support test. If you do not meet
the public support requirements during the advance ruling per~od, we will
classify you as a private foundation for future periods. Also, if we classif:
you as a private foundation, we will treat you as a private foundation from
your beginning date for purposes of section 507(d) and 4940.
Grantors and contributors may rely on our determination that you are not
private foundation until 90 days after the end of your advance rul~ng period.
If you send us the reguired information within the 90 days, grantors and
contributors may cont~nue to rely on the advance determination until we make
Letter 1045 (DO/C

�-2-

CONNECTMICHIGAN ALL IANC E
a final determinat i o n o f y our foundation status.
If we p u blish a no tice in the Internal Revenue Bulletin stating that we
will no longer t re at you as a publicly supported organization, grantors and
contributors ma y n o t rely on this determination after the date we publish the
notice.
In add l t i on, i f y ou lose your status as a publicly supported organi zation, and a g r an t or o r contributor was responsible for, or was aware of , t he
act or failure to act , t h at resulted in your loss of such status, that person
may not rely on t h i s determination from the date of the act or failure to act .
Also , if a grantor or contributor learned that we had given notice that y ou
would be remov ed f rom cla ssification as a publicly supported organization, t he
that person may n ot r e ly on this determination as of the date he or she
acquired such kno wl e dg e .
If you change y our sources of support, your purposes, character, or methc
of operation , p l ease let us know so we can consider the effect of the change c
your exempt status and foundation status.
If you amend your organizational
document or bylaws , please send us a copy of the amended document or bylaws.
Also, let us know all changes in your name or address.
As of January 1 , 1 984, you are liable for social security taxes under
the Federal Insurance Contributions Act on amounts of $100 or more you pay to
each of your e mploy ees during a calendar year. You are not liable for the ta:
imposed under the Federal Unemployment Tax Act (FUTA) .
Organizations that are not private foundations are not subject to the pr :
vate foundation excise taxes under Chapter 42 of the Internal Revenue Code.
However, you are not automatically exempt from other federal excise taxes.
I.
you have any questions about excise, employment, or other federal taxes, plea:
let us know.
Donors may deduct contributions to you as ~rovided in section 170 of the
Internal Revenue Code. Bequests, legacies, dev~ses, transfers, or gifts to y
or for your use are deductible for Federal estate and gift tax purposes if t h
meet the applicable provisions of sections 2055, 2106, and 2522 of the Code.
Donors may deduct contributions to you only to the extent that their
contributions are gifts , with no consideration received. Ticket purchases a n
similar payments in conjunction with fundraising events may not necessarily
qualify as deductible contributions, dependin~ on the circumstances. Revenue
Ruling 67-246, published in Cumulative Bullet~n 1967-2, on page 104, gives
guidelines regarding when taxpayers may deduct payments for admission to , or
other participation in, fundraising activities for charity.
Contributions to you are

d~ductible

by donors beginning October 11,2000.

You are not required to file Form 990, Return of Organization Exempt Frc
Income Tax, if your gross recei~ts each year are normally $25,000 or less. l
you receive a Form 990 package ~n the ma~l, simply attach the label ~rovided ,
check the box in the heading to indicate that your annual gross rece~pts are
normally $25,000 or less, and sign the return. Because you will be treated c
Letter 1045 (DO/ C

�-3-

CONNECTMICHIGAN ALLIANCE
a p~bl i c char ity f o r . re t u rn filing purposes dur~ng your entire advance ruling
per1od , y ou s houl d f 1le Form 990 for each y ear 1n your advance ruling period
that you exce ed the $2 5 ,00 0 filing threshold even 1f your sources of support
do not satis fy the publ i c support test specified in the heading of this lette r .
I f a ret urn is requi red , it must be filed by the 15th day of the fifth
month .after t h e e n d of your annual accounting period. A penalty of $20 a day
is charged wh en a r et urn is filed late, unless there is reasonable cause for
the de l a y . However , the maximum penalty charged cannot exceed $10 , 000 or
5 per c ent of you r g ross recei~ts for the year, whichever is less.
For
organi zations wi t h g r o ss rece1pts exceeding $1,000,000 in any year , the p enalt
is $1 00 per day per return , unless there is reasonable cause for the delay .
The maximum pe na lt y f o r ~n organization with gross receipts exceeding
$1 , 00 0,0 00 sha ll not e xc e ed $50,000. This penalty may also be charged if a
return is not comp l e t e. So, please be sure your return is complete before y ou
file i t.
You are no t requi red to file federal income tax returns unless you are
subject to the t ax on u nrelated business income under section 511 of the Code.
If you are subject to t his tax, you must file an income tax return on Form
990-T, Exempt Organization Business I~come Tax Return.
In this letter we are
not determining whether any of your present or proposed activities are unrelated trade or business as defined in section 513 of the Code.
You are required to make your annual information return, Form 990 or
Form 990-EZ, a v ai l able for public inspection for three years after the later
of the due date of the return or the date the return is filed. You are also
required to make avai l able for public ins~ection your exemption application ,
any supporting documents, and your exempt1on letter. Copies of these
documents are also required to be provided to any individual upon written or i
person request without charge other than reasonable fees for copying and
postage. You may fulfill this requirement by placing these documents on the
Internet. Penalties may be imposed for failure to comply with these
requirements. Additional information is available in Publication 557,
Tax-Exempt Status for Your Organization, or you may call our toll free
number shown above.
You need an employer identification number even if you have no employees .
If an em~loyer identification number was not entered on your application, we
will ass1gn a number to you and advise you of it. Please use that number on
all returns you file and in all correspondence with the Internal Revenue
Service.
I n accordance with section SOS(a) of the Code, the effective date of
this determination letter is October 11,2000.
This determination is based on evidence that your funds are dedicated.to
the purposes listed in section SOl(c) (3) of the Code. To assure your cont1nut
exemption, you should keep records to show that funds are spent only for thos (
purposes.
If you distribute funds to other organizations, your records shoul&lt;
show whether they are exempt under section SOl(c) (3).
In cases where the
Letter 1045 (D0/0

�-4CONNECTMICHIG~~

ALLI~JCE

recipient organization is not exempt under section SOl (c ) ( 3 ), you must have
evidence that the funds Nill remain dedicated to the required purposes and tha
the recipient ~il l use the funds for those purposes.
If you discribute fun ds to individuals , you should keep case histories
showing the recipients' n ames , addresses, purposes of awards, manner of selection, and relationship if any ) to members, officers, trustees or donors of
funds to you, so that you can substantiate upon request by the Internal Revenu,
Service any and all distributions you made to individuals.
(Revenue - Ruling
56-304, C.B. 1956-2, page 306. )
· If we said in the he ading of this letter that an addendum applies, the
addendum encl osed is an integral part of this letter.
Because thi s letter could help us resolve any questions about your exempt
status and foundati on status, you should keep it ~n your permanent records.
We have sent a copy of this letter to your representative as indicated
in your power of attorney.
If you have any qu estions, please contact the person whose name and
telephone number are shown in the heading of this letter.
Sincerely yours,

~?~

Steven T. Miller
Director, Exempt Organizations
Enclosure ( s )
Form 872-C

Letter !045 (DO/C

�Capital Region Community Foundation
ConnectMichigan Alliance
Attachment B
CMA Campaign Leadership
Fund Development Plan

�ConnectMichigan Alliance Capital Campaign Cabinet Members
The ConnectMichigan Alliance will promote life-long community service and civic
engagement through the support of community-building initiatives. It will strengthen the
point of connection between those who want to help and those who need assistance.

Campaign Chairs
Ms. Michelle Engler
First Lady
Governor' s Office

Dr. William C. Richardson
ChiefExecutive Officer
W.K. Kellogg Foundation

Ms. Julie Fisher Cummings
President &amp; Co-Founder
Lovelight Foundation

Cabinet Members
Dr. Edward 0. Blews, Jr.
President
Association of Independent Colleges &amp;
Universities ofMichigan

Dr. Barbara Mieras
Executive Vice President of
Advancement/President ofFoundations
Davenport University- Western Region

Ms. Carolyn Bloodworth
Secretary/Treasurer
Consumers Energy Foundation

Ms. Andrea F. Newman
Vice President, State and Local Affairs
Northwest Airlines

Ms. Nonie Brennan
Director
Volunteer Center ofBattle Creek

Dr. Juan Olivarez
President
Grand Rapids Community College

Dr. Stanley P. Caine
President
Adrian College

Dr. Joel Orosz
Program Director
W.K. Kellogg Foundation

Dr. Richard Cole, PhD
Senior Vice President
Blue Cross Blue Shield

Mr. Terry Pruitt
Manager, State Public Affairs
Dow Corning Corporation

Ms. Neeta Delaney
President
The Jackson County Community
Foundation

Ms. Judith Ann Rapanos
Midland Center for the Arts

Mr. David 0. Egner
President
Hudson-Webber Foundation

Ms. Patricia Reynolds
President Capital Region Community
Foundation

�Dr. Eric R. Gilbertson
President
Saginaw Valley State University

Ms. Anne Rosewame
President
Michigan Health Council

Ms. Karla Hall
Director/Secretary
Detroit Edison Foundation

Ms. Kathryn Rossow
Executive Director
Volunteer Center of Southwest Michigan

Ms. Dorothy A. Johnson
President Emeritus
Council ofMichigan Foundation

Honorable Peter Secchia
Universal Forest Products

Dr. John Lore
President/CEO
ConnectMichigan Alliance

Ms. Diana Sieger
President
Grand Rapids Community Foundation

Dr. Arend D. Lubbers
President
Grand Valley State University

Honorable Glenn D. Steil
State Senator

Dr. Russell G. Mawby
Chairman Emeritus
W.K. Kellogg Foundation

�Fund Advancement Plan Narrative
Action
Secure formal approval to test
feasibility of $20 million campaign
from founding partners: Michigan
Campus Compact, Michigan
Community Service Commission,
Michigan Nonprofit Association,
and Volunteer Centers ofMichigan
Develop work group representing
all four founding partners
Determine feasibility of public
funding
Select consultant for case
development and feasibility
research
Develop formal case for support
Recruit members ofthe Campaign
Fund Raising Cabinet - secure cochairs
Begin identification and evaluation
process for potential campaign
supporters

Timeframe
12/99

Complete

2/00

Complete

6/00

Complete - $10,000,000
challenge grant: $1 for $1
Complete - Monaghan
Associates

Design campaign- divisions, goals,
and strategies

11/00

Secure lead gifts for campaign

12/00

Hold first formal Campaign Cabinet
meeting- secure formal
endorsement of $10,000,000
campaign
Hold Campaign "Kickoff' event
Complete identification and
evaluation process with Campaign
Cabinet members
Begin Family Division campaign
activities

12/00

10/00

Status

10/00
11/00

Complete
Complete

11/00

Complete- Campaign Cabinet
will add others after the new
year to be evaluated for linkage,
interest and potential support
via same process
Complete- Foundation
Division: $6,000,000 Corporate
Division:$3,000,000 Special
Gifts/Family Division:
$1 ,000,000
Complete- W.K. Kellogg
Foundation: $1 ,000,000 and
C.S. Mott Foundation:
$1 ,000,000
Complete

12/00
3/01

Complete
Complete - others may be
added later

3/01

Complete (will run through
8/01)

�Begin Foundation Division
campaign activities
Begin Corporate Division campaign
activities
Begin Special Gifts Division
campaign activities
Conclude Family Division
campaign activities
Hold second formal Campaign
Cabinet meeting - 60% of
campaign goal advanced
($6,000,000)
Conclude Foundation Division
campaign activities
Conclude Corporate Division
campaign activities
Conclude Special Gifts Division
campaign activities
Hold third and final formal
Campaign Cabinet meeting - 100%
of campaign goal realized

3/01

8/01

Complete (will run through
10/02)
Complete (will run through
10/02)
Complete (will run through
10/02)
On schedule

10/01

On schedule

10/02

On schedule

10/02

On schedule

10/02

On schedule

10/02

On schedule

3/01
6/01

Long Term Funding
The ConnectMichigan Alliance endowment was created to provide resources for
innovative grantmaking, program development and operational costs. The endowment on
an annual basis allows the organization to sustain current initiatives and focus on the
development of new programs. Though the endowment earnings will be significant, it is
anticipated that the ConnectMichigan Alliance will continue to fundraise on a limited
basis. New dollars that CMA will seek on a li)Tlited basis will be for new program
development versus operational costs. ConnectMichigan Alliance will rely on the
endowment earnings, program fees, corporate sponsorships and fees for service for
revenue generation. It is not anticipated that CMA will seek funding through
membership or annual campaigns.

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

AMOUNT
$ 1,000,000 (secured)
$ 1,000,000 (secured)

Phase I- $6,000,000 by October 15, 2001 (including lead gifts)

$
$
$
$
$
$
$

AMOUNT
1,000,000 (Sept. decision expected)
200,000
250,000 (Aug. decision expected)
100,000 (July decision expected)
75 ,000 (Aug. decision expected)
50,000 (Oct. decision expected)
10,000 (June decision expected)

$
$
$
$
$

AMOUNT
1,000,000 (Sept. decision expected)
1,000,000 (Oct. decision expected)
1,000,000 (Sept. decision expected)
500,000 (Aug. decision expected)
350,000 (July decision expected)

FOUNDATION
F-01
Community Foundations (excluding larger foundations)
F-02
F-03
F-04
F-05
F-06

CORPORATION
C-Ol
C-02
C-03
C-04
C-05

SPECIAL GIFT/FAMILY DONOR
S-Ol
S-02

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

Phase II- $10,000,000 by October 31, 2002
FOUNDATION
F-07
F-08
F-09
F-10
F-11
F-12
F-13
F-14
F-15
F-16

$
$

$
$
$
$
$
$
$
$

AMOUNT
1,000,000 (Dec. decision expected)
500,000 (Cult. begins in June)
500,000 (Cult. begins in July)
250,000 (Cult. begins in July)
250,000 (Cult. begins in Oct.)
200,000 (Cult. begins in Aug.)
250,000 (Cult. begins in July)
125,000 (Cult. begins in Oct.)
100,000 (Cult. begins in Oct.)
100,000 (Cult. begins in Oct.)

�F-I6
F-17
F-I8
F-19
F-20
F-21
F-22
F-23
F-24
F-25
F-26
F-27
F-28
F-29
F-30
F-31
F-32
F-33
F-34
F-35
F-36
F-37
F-38
F-39
F-40

$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$

CORPORATION
C-06
C-07
C-08
C-09
C-10
C-11
C-12
C-13
C-14
C-15
C-16
C-17
C-18
C-19
C-20
C-21
C-22

I 00,000 (Cult. b~ns in Oct.)
100,000 (Cult. begins in Jan.)
I 00,000 (Cult. begins in June)
100,000 (Cult. begins in Aug.)
100,000 (Cult. b~ins in June)
100,000 (Cult. b~ns in Jan.)
IOO,OOO (Cult. b~ins in June)
75,000 (Cult. be_gins in June)
50,000 (Cult. be_gins in June)
50,000 (Cult. begins in July)
50,000 (Cult. be_gins 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. be_gins in Jan.)
25,000_iCult. be_gins in Nov.)
5,000 (Cult. b~ins in Jan.)
5,000 (Cult. begins in Jan.)
5,000 (Cult. b~ns in Jan.)
5,000 (Cult. begins in Jan.)

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. be_gjns 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. b~s in June)
$ 100,000 (Cult. begins in June)
$ 100,000 (Cult. begins in Nov.)
$ 100,000 (Cult. begins in Oct.)
$ I 00,000 (Cult. begins in Oct.)
$ I 00,000 (Cult. b~ns in Oct.)

�C-23
C-24
C-25
C-26
C-27
C-28
C-29
C-30
C-31
C-32
C-33
C-34
C-35
C-36
C-37
C-38
C-39
C-40
C-41
C-42
C-43
C-44

•

$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$

100,000 (Cult.
100,000 (Cult.
100,000 (Cult.
100,000 (Cult.
50,000 (Cult.
50,000 (Cult.
50,000 (Cult.
50,000 (Cult.
50,000 (Cult.
50,000 (Cult.
50,000 (Cult.
50,000 (Cult.
25,000 (Cult.
25,000 (Cult.
25,000 (Cult.
20,000 (Cult.
20,000 (Cult.
20,000 (Cult.
20,000 (Cult.
20,000 (Cult.
20,000 (Cult.
20,000 (Cult.

$
$
$
$
$
$
$
$
$
$

AMOUNT
1,000,000 (Cult. begins in June)
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)

SPECIAL GIFf/FAMILY DONOR
S-03
S-04
S-05
S-06
S-07
S-08
S-09
S-10
S-11
S-12

begins in Oct.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan .)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Aug.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)
begins in Jan.)

�</text>
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                    <text>Kalamazoo
community foundation
151 S.Rose St.

December 13, 2001

Suite 332
Kalamazoo, MI
49007-4775
Ph 616.381.4416
Fax 616.381.3146
info@kalfound.org

Mr. John S. Lore
Executive Director
ConnectMichigan Alliance
1048 Pierpont, Ste. 3
Lansing MI 4891
Dear John:

Board of Trustees
David L. Hatfield
Chair
Jeffery L. DeNooyer
Vice Chair
}. Louis Felton
Judith L. Maze

At the recent meeting of the Kalamazoo Community Foundation Board of Trustees,
your request for a $100,000.00 contribution to the ConnectMichigan Alliance statewide
endowment fund was reviewed. As you know, the greater Kalamazoo community has
a long and distinguished history of civic engagement and philanthropy. Our Board of
Trustees has always been supportive of local efforts that promote and facilitate the lifelong ethic of volunteerism. However, after considerable discussion, the Trustees felt
they would be unable to respond affirmatively at this time due to your organization's
emphasis on statewide service delivery, a lack of local representation on the governing
board, and the exact nature of the funding request. Traditionally, the Kalamazoo
Community Foundation has had a policy not to provide support for endowments.
Therefore, the Trustees found it necessary to place a higher priority on other projects
and programs presented at its meeting.

Marilyn J. Schlack
Ronda E. Stryker
Donald J.Vander Kooy
John E. Hopkins
President/CEO

Although the Foundation cannot be of assistance, we do hope that you will be able to
secure necessary funding from other sources.
Sincerely,

David D. Gardiner
Vice President, Programs
cc: Jack Hopkins

For good. For ever.5

�Page 1 of 1

Tim Swope
From:

John Lore [lorejohn@msu.edu]

Sent:

Wednesday, December 19, 2001 4:34 PM

To:

Bill Richardson; Dottie Johnson

Cc:

Tim Swope; Amy Smitter; Judy Tymowicz; Kate Sperti; Kimberly Lane; Kyle Caldwell; Sam Singh

Subject: Funding update!
Bill and Dottie: The Ford Motor Company Fund gift will help us on the Chrysler and General Motors gifts. We
are currently communicating with Frank Fountain to leverage the Chrysler request, which is currently on the
table. The Ford gift should set the pattern and amount for Chrysler and General Motors. When we receive the
Chrysler gift we will have Michelle approach Rod Gilliam at General Motors directly. This should also help on
the Kresge request. Kyle is sending the information to you and Dottie by carbon copies of a letter to me, on
the Commission's support of CityYear, which is a pet project of John Marshall's. We have funded that project
for over $1,800,000 dollars over the last three years at a level of $750,000 dollars a year. The $1,000,000 is
small payback from Kresge. That information will be sent from Kyle by hard copy.
I am also sending a copy of the letter of decline (hard copy) from the Kalamazoo Community Foundation. In
my opinion this is a very shortsighted action on their part. The letter of declination to me was not even sent by
Jack. Not much class!!!!!
I will be out of the office frequently for the next two weeks. However, I will monitor my cell phone continuously
during my travels. If you need me I can be reached at 517.974.4801. Please call me if you have any
questions. If you need to fax materials, I will be close to the fax number 989.891.9315.
John S. Lore
President and CEO
ConnectMichigan Alliance
1048PeirpontSuite3
Lansing, Michigan 48911
Phone 517.492.2442 Direct
Fax 517.492.2444
Cell Phone 517.974.4801

12/19/2001

�</text>
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                    <text>MAY 2 4 2002

Ca mpaign T1·i-Chairs
']i ('he ll e Engl£&gt; r
julie Fish•·•· C umming ·
William C. Ri r hud ·o n

May 23,2002

Ca mpai~l"' Ca bin e t

Ed wa rd 0. Blews

Mr. Jack Hopkins
President
Kalamazoo Community Foundation
151 South Rose Street, Suite 332
Kalamazoo, Michigan 49007

Ca rolyn Bloodwonh
o u il' Brennan
ta nl f'y P. Caine
Ri chard Co l&lt;•
Hohe•·t

olli e •·

t•t•la Dt&gt;laney
David 0. Egne •·

Dear Jack:

Er ic H. . Gilbert. on
Kad a Ha ll
Do•·othy A. j ohn so n

Dottie Johnson indicated you might be interested in the progress of our fundraising
campaign for ConnectMichigan Alliance. I am enclosing a current "Gift Snapshot"
which reflects gifts and pledges received and current requests. I am also enclosing a
list of all of the Community Foundation contributions to date. We have raised over
$300,000 from Community Foundations and we have one major request pending of
$25,000 with the Flint Community Foundation. That request will be reviewed in
mid June. We also have two modest requests being considered by the Bay City and
Saginaw Community Foundations.

J ohn Lo1·e
A•·end D. Luhbe•·s
Ru s~e ll

G. l\'lawby

Barbara Mie•·as
Andn·a F.

ewman

.I u an Oli va •·ez
J oel o.·o z
T £&gt; n ·y P•·uiu
Judith Ann Rapa nos
P a tri l'ia Rf'y nold s

On the Gift Snapshot you will notice an item listed as "Future Requests of $50,000
or more". On June 26, 2002, Governor and Mrs. Engler and Julie Fisher Cummings
and Peter Cummings will be sponsoring a luncheon at the Detroit Athletic Club
with 50 CEO's of major Corporations and Organizations capable of giving a
minimum of$100,000 to CMA.We have estimated a potential amount in access of
$1,500,000 from that effort. We have also received two additional gifts of
$250,000 from the Charles Stewart Mott Foundation and the W.K. Kellogg
Foundation, making them our two largest contributors at $1,250,000 each.

Anne Ros£&gt;wa •·ne
Kathryn Ros ow
P eter el'chi a
Diana
Glenu D.

iege •·
tei l

Jud y Tymowi cz

Jack, I would be available to meet with you and give you a person to person report
if your schedule permits. I am enclosing several business cards in the event you
would like to meet. I look forward to visiting with you and bringing you up to date
on our fundraising efforts.

Enclosures
Conn ee t Mi chi ga n Allian ce P.O. Box 22004 Lan ing, Mi chiga n 48909-2004 • ph one 888·242-7075 fax 5 17-241-3869
Building.

A partner hip of: Mi chiga n Ca mpu s Co mpa ct , Michigan

ommunity

•·vice Co mmi ssion, Mi chi ga n

StiTngt h t•nin~

and

ln v.-~ tin ~

in

li l' hi p;an

CnnuHHIIilit·'-~

onp•·ofit As ociati on, Volunteet· Cen ter s of !lichiga n

�ConnectMichigan Alliance Gift Snapshot
5/23/2002
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
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
Total:

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
$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

Requests of $10,000 or more

Amount

DaimlerChrysler Corporation *
Dow Chemical *
Fifth Third Bank *
Wege Foundation •
Gerstacker Foundation *
Cook Charitable Foundation"
Meijer Corp*
Les Tassell*
McKinley Foundation*
Haworth Furn iture •
Strosacker Foundation *
Gordon Food Service *
Knight Foundation "
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
$7,442,660.00
TOTAL:

$11,482,660.00

* 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: $ 11,482,660.00

�ConnectMichigan Alliance
Community Foundation Contributions
5/23/2002
Community Foundation for Southeastern Michigan
Grand Rapids Community Foundation
Fremont Area Community Foundation
Battle Creek Community Foundation
Capital Region Community Foundation
Muskegon Community Foundation
Jackson County Community Foundation
Grand Haven Area Community Foundation
Midland Area Community Foundation
Four County Community Foundation
Lenawee Community Foundation
Barry Community Foundation
Charlevoix County Community Foundation
Petoskey-Harbor Springs Area Community Foundation
Gratiot County Community Foundation
Sturgis Area Community Foundation
Mackinac Island Community Foundation
Manistee Community Foundation

$100,000.00
$50 ,000 .00
$50,000.00
$30,000.00
$25,000.00
$15,000 .00
$10,000.00
$5,000.00
$5,000.00
$3,500 .00
$3,000.00
$2,000.00
$1,500.00
$1,500.00
$1,000.00
$500.00
$500.00
$500 .00

Total:

$304,000.00

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                    <text>MAR 0 l 2002

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

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

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

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

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

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

•
•
•
•
•

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

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

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

�Dr. Robert Long
Page 3
March 1,2002
in the development of a statewide strategic plan that would have significant
impact and relevance at the local level. In their deliberations, planners considered
the following facts:
Overall Significance of Michigan's Volunteers
• Almost 90 percent of all charitable organizations, participating in Public
Sector Consultants' (PSC) 1997 survey, rely on volunteers. Charitable
organizations indicated they averaged 180 volunteers and nearly 9,500
volunteer hours, which translates to 4.6 full-time workers per organization.
PSC estimates that more than 1 million volunteers contribute nearly 60
million hours to Michigan nonprofit organizations, an equivalent of more
than 28,000 full-time employees and nearly $760 million in donated labor.
• According to Michigan Giving &amp; Volunteering, a 1999 statewide report
published jointly by the Council of Michigan Foundations and the Michigan
Nonprofit Association, 46.7 percent of Michigan adults volunteered during
the past twelve months - the majority indicating they are volunteering more
hours annually than in the past.
• Michigan Giving &amp; Volunteering also revealed that 81.3 percent of those
who did not volunteer in 1999 indicated they had not been asked to do so over half said they had been volunteers in the past.
Changing Dynamics and Capacity Challenges in Supporting
Volunteerism and Service-Learning
• As a requirement for graduation, many school districts and institutions of
higher education are mandating students complete a set number of hours of
volunteer service annually. While the intent is to civically engage young
people in a meaningful experience, the need for formal training available to
nonprofit organizations, to the schools and to youth far exceeds its
availability.
• The percentage of students engaged in service-learning through institutions
of higher education has annually increased at a double-digit pace over the
past several years. Over 17 million hours of service were contributed by
undergraduates nation wide. As this trend continues, institutions of higher
education will require expanded support services such as those provided by
CMA to ensure the quality of service-learning programs.
• Michigan corporations are experiencing a growing need to engage in local
initiatives to improve the quality of life in the communities in which they
are located. Increasingly, communities are looking to their corporate
citizens to provide human resources - board members and volunteers - in

�Dr. Robert Long
Page 4
March 1,2002
support of community projects. Both corporations and nonprofit
organizations are experiencing challenges in terms of their organizational
capacities to effectively manage, maintain and support this community
resource.
• Family volunteerism is a growing trend as many families are looking for
opportunities to spend quality time together in service to their communities.
With the demand for quality family volunteer experiences increasing, local
nonprofit organizations need specialized training and technical assistance to
effectively serve this constituency.
The ConnectMichigan Alliance endowment was created to provide resources for
innovative grantmaking, program development, and operational costs. On an
annual basis, the endowment allows the organization to sustain current initiatives
and focus on the development of new programs. Though the endowment earnings
will be significant, it is anticipated that the CMA will continue to fundraise on a
limited basis. New dollars that CMA will seek on a limited basis will support
new program development versus operational costs. CMA will rely on the
endowment earnings, program fees, corporate sponsorships and fees for service
for revenue generation. It is not anticipated that CMA will seek funding through
membership or annual campaigns.
Attached to this letter is a five year revenue and expense budget with a detailed
memorandum on the start up year and years 2002 through 2006.
Thank you for you consideration in this matter. Should you have any further
questions, please do not hesitate to contact me, Kyle Caldwell, Executive Director
of Michigan Community Service Commission or Sam Singh, President and CEO
of Michigan Nonprofit Association.
Sincerely,

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

�CONNECTMICHIGAN ALLIANCE
5 YEAR BUDGET PROJECTION

ACCOUNT NAME

Start-up Year
2001-2002
Budget

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

Year Two
2002-2003
Budget

Year Three
2003-2004
Budget

Year Four
2004-2005
Budget

Year Five
2005-2006
Budget

0

0

0

0

0

384,000

379,398

635,107

913,763

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

73,969
28,155

116,188

766,572
118,474

42,488
126,948
6,154

0
43,762
130,756

0
45,075
134,679

0
46,427
138,719

5,000
2,000
0

5,150
2,060
0

6,339
5,305
2,122
0

6,529
25,464

6,725
26,228
2,251
0

$822,720

$664,321

$939,579

2,185
0
$1,098,978

122,028

$1,256,141

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

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

GRAND TOTAL - EXP.
REVENUE LESS EXP.

|

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

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

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

130,715
200
69,231
49,825

180,930
1,700

69,155
1,751

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

$969,712

$988,984

$933,261

($146,992)j

($324,663)j

$6,318 |

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

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

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

131,713
219
69,231
52,909

1,858

1,913

$1,083,204

$1,115,334

$15,773 |

44,836

$140,807 I

�CONNECTMICHIGAN ALLIANCE
START-UP YEAR
2001-2002 PROJECTION

ACCOUNT NAME

Budget

REVENUE
General Contributions

0 No activity anticipated.

Interest and Dividends

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

Restricted Grants(new)

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

Unrestricted Grants(existing)

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

Program Fees

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

Membership Dues

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

Consulting

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

Sponsorships

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

Publications

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

Misc. Income

TOTAL

0 No activity anticipated.

$822,720

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

Budget

EXPENSES
Salaries

Benefits
Liability Insurance
Contract Services

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

Office Supplies

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

Copying

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

Printing/Publishing
Subscriptions/Publication

Organization Dues

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

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

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

Postage/Shipping

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

Telephone/Fax

9,810

Technology Expenses

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

Furniture / Equipment
Program Supplies
Occupancy

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

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

�CONNECTMICHIGAN ALLIANCE
START-UP YEAR
2001-2002 PROJECTION

ACCOUNT NAME

Bank/Investment Fees

Budget

0 No activity anticipated.

Meetings

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

Travel

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

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

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

The cost of advertising for new employment opportunities.

�MEMORANDUM
TO:

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

FROM:

Peggy Casale, Business Manager

DATE:

December 19, 2001

RE:

ConnectMichigan Alliance 5 Year Budget Projection

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

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

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

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

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

Date: JUNO 6 2001
CONNECTMICHIGAN ALLIANCE
C/0 SAM SINGH
29 KELLOGG CENTER
EAST LANSING, MI 48823

DEPARTMENT OF THE TREASURY

Employer Identification Number:
38-3572916
DLN:
17053011054031
Contact Person:
ANTHONY S WETMORE
ID# 11012
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:
December 31st
Foundation Status Classification:
509(a)(1)
Advance Ruling Period Begins:
October 11,2009
Advance Ruling Period Ends:
December 31,2004
Addendum Applies:
NO

Dear Applicant:
Based on information you supplied, and assuming your operations will be as
stated in your application for recognition of exemption, we have determined you
are exempt from federal income tax under section 501(a) of the Internal Revenue
Code as an organization described in section 501(c) (3) .
Because you are a newly created organization, we are not now making a
final determination of your foundation status under section 509(a) of the Code.
However, we have determined that you can reasonably expect to be a publicly
supported organization described in sections 509(a)(1) and 170(b)(1)(A)(vi).
Accordingly, during an advance ruling period you will be treated as a
publicly supported organization, and not as a private foundation. This advance
ruling period begins and ends on the dates shown above.
Within 90 days after the end of your advance ruling period, you must
send us the information needed to determine whether you have met the requirements of the applicable support test during the advance ruling period. If you
establish that you have been a publicly supported organization, we will classify you as a section 509(a)(1) or 509(a)(2) organization as long as you continue
to meet the requirements of the applicable support test. If you do not meet
the public support requirements during the advance ruling period, we will
classify you as a private foundation for future periods. Also, if we classify
you as a private foundation, we will treat you as a private foundation from
your beginning date for purposes of section 507(d) and 4940.
Grantors and contributors may rely on our determination that you are not a
private foundation until 90 days after the end of your advance ruling period.
If you send us the required information within the 90 days, grantors and
contributors may continue to rely on the advance determination until we make
Letter 1045 (DO/CG)

�-4CONNECTMICHIGAN ALLIANCE
recipient organization is not exempt under section 501(c)(3), you must have
evidence that the funds will remain dedicated to the required purposes and that
the recipient will use the funds for those purposes.
If you distribute funds to individuals, you should keep case histories
showing the recipients' names, addresses, purposes of awards, manner of selection, and relationship (if any) to members, officers, trustees or donors of
funds to you, so that you can substantiate upon request by the Internal Revenue
Service any and all distributions you made to individuals. (Revenue Ruling
56-304, C.B. 1956-2, page 306.)
If we said in the heading of this letter that an addendum applies, the
addendum enclosed is an integral part of this letter.
Because this letter could help us resolve any questions about your exempt
status and foundation status, you should keep it in your permanent records.
We have sent a copy of this letter to your representative as indicated
in your power of attorney.
If you have any questions, please contact the person whose name and
telephone number are shown in the heading of this letter.
Sincerely yours,

Steven T. Miller
Director, Exempt Organizations
Enclosure(s):
Form 872-C

Letter 1045 (DO/CG)

�</text>
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              </elementTextContainer>
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                </elementText>
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    <itemType itemTypeId="1">
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          <element elementId="50">
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            <elementTextContainer>
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              </elementText>
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          <element elementId="49">
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            <elementTextContainer>
              <elementText elementTextId="826116">
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              </elementText>
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                  <elementText elementTextId="712613">
                    <text>April 15, 2003
Mr. Kyle Caldwell
Executive Director
Michigan Community Service Commission
1048 Pierpont, Suite 4
Lansing, MI 48911
Re:

P0092813 (Please refer to this number when writing to the Kellogg Foundation
about this project.)

Dear Mr. Caldwell:
This is a second reminder that the WKKF Project Questionnaire was due
December 16, 2002, for your project to support the endowment fund for the Connect
Michigan Alliance helping to qualify for the challenge funds provided by the Michigan
Legislature to create a $20 million endowment to serve the mission of the Alliance in
perpetuity. A response to our previous request to you has not been received. This
report should cover your project period of November 1, 2001, through October 31,
2002, and the grant amount of $30,000.
According to our November 16, 2001, grant commitment, your organization's
acceptance of funds from the W.K. Kellogg Foundation constituted agreement to
provide the Project Questionnaire. This report is a vital part of our commitment to your
organization.

WK. KELLOGG
FOUNDATION
One Michigan
Avenue East
Battle Creek, Ml
49017-4058
USA
269-968-1611
TDD on site
Facsimile: 269-968-0413
www.wkkf.org

Submission of the Project Questionnaire occurs only at the completion of the
project. If you wish to use any unexpended funds, do not submit your Project
Questionnaire at this time. Please submit a request for an extension of time to continue
current project activities for my consideration, including the duration of time
requested, a proposed budget, and activity plan according to the project purpose. Any
remaining funds which are not approved for use in this way must be returned to the
Foundation along with your completed Project Questionnaire. If the extension of time
is approved, you will be notified of your revised report due date.
We appreciate your immediate attention to completing this report by May 15, 2003.
Should you have any questions, please contact me.
Sincerely,
J#mes E. McHale
^/Assistant Vice Resident

To help people
help themselves
through the practical
application of knowledge
and resources to improve

their quality of life and

JEM/clb
\\bc-data02\documents\doc\unsecure\P0092813\00000009.doc

Enclosure:

Project Questionnaire

that of future generations

c: Ms. Patricia Reynolds
R04

�W.K. KELLOGG
FOUNDATION
To help people help themselves
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: Support the endowment fund for the Connect
Michigan Alliance helping to qualify for the challenge funds
provided by the Michigan Legislature to create a $20 million
endowment to serve the mission of the Alliance in perpetuity
Grant Amount: $30,000
Name of Person Completing This Report:
Date:
List the primary goal(s) of the project.

What were the problems, issues, and opportunities addressed?

What were the principal actions and activities?

PROJECT QUESTIONNAIRE
LEVEL 4 EVALUATION

�What were the project results?

Were any lessons learned? What would you have done differently?

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

Funds remaining: $
report.

. Please return any unexpended funds with this

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

Program Director Signature
Date

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                    <text>COPY

C onnectMy^higan
Campaign Tri-CIiairs
Michelle Engler
.Julie Fisher Cummings
William C. Richardson

April 21,2003

Mr. James E. McHale
Assistant Vice President
W.K. Kellogg Foundation
One Michigan Avenue, East
Battle Creek, Michigan 49017
Re: Grant # P0092813
Dear Mr. McHale:
On behalf of the ConnectMichigan Alliance, it is my pleasure to submit the
attached annual report for grant P0092813. Please note that all funds were
expended in accordance with the Terms of Grant agreement.
The W.K. Kellogg Foundation is a valued partner in CMA. You were one the
earliest supporters of the CMA concept and your example of support clearly
encouraged other funding sources to join you as a CMA partner. As we enter the
final phase of this campaign, we expect many potential funders to recognize your
support and leadership as they consider our proposals.
CMA is an exciting endeavor that has created a model of best practice for the rest
of the nation. W.K. Kellogg Foundation continues to play a major role in moving
CMA from concept to reality in Michigan. We are grateful. Please feel free to
contact me at (517) 492-2440 if you have any questions regarding CMA or the
CMA endowment campaign.

Campaign Cabinet
Edward 0. Slews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richard Cole
Robert Collier
Neeta Delancy
David 0. Egner
Eric R. Gilbertson
Karla Hall
Dorothy A. Johnson
John Lore
Arend D. Lubbers
Russell G. Mawby
Barbara Mleras
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

Sincerely,

John S. Lore
President &amp; CEO

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
Narrative Update
2001-2002
The mission of the ConnectMichigan Alliance (CMA) is to promote and strengthen a life-long ethic of service and
civic engagement through the support of community building initiatives. By creating a $20 million endowment,
through private and community foundation contributions, as well as a $10 million challenge from the state of
Michigan, CMA's mission will be forwarded into perpetuity.
Since its inception in 2000, CMA has housed two long standing and successful programs: Michigan Campus
Compact (MCC) and Volunteer Centers of Michigan (VCM). These two programs were an obvious fit into the
partnership of CMA, based on their own missions and visions. Through the leadership of ConnectMichigan
Alliance, these programs have accomplished the following over the past year:
Michigan Campus Compact:
Michigan Campus Compact promotes the education and commitment of Michigan college students to be engaged
citizens, through creating and expanding academic, co-curricular and campus-wide opportunities for community
service, service-learning and civic engagement.
Through their partnership with the ConnectMichigan Alliance, MCC has been able to advance this mission by
providing grant opportunities to students, faculty and staff at their thirty-four member campuses throughout the state
of Michigan.
Additionally, MCC has joined forces with other state Compacts to form the Midwest Collaboration (MWC). The
MWC is currently involved in the "Raise Your Voice Campaign: Student Action for Change". The disengagement
of America's youth has serious implications for their ability to address public issues for the future of democratic
politics. Increasing student civic engagement is at the core of Campus Compact's mission, as well as the mission of
CMA, which focuses on "the civic purpose of higher education." Through this initiative, Michigan Campus
Compact will call upon the talents and energies of students to participate in the renewal of American democracy.
The goals of the campaign are:
Increase student involvement in public life;
Highlight and document student civic engagement activities; and
Empower students while making civic engagement central to student learning.
MCC, with CMA partner the Michigan Community Service Commission, has co-sponsored the Institute on
Academic Service Learning each winter at a member campus. This year's institute is scheduled for February 13-14
at Central Michigan University. Last year's Institute was a great success. Faculty and Staff from around the state
and country attended, with over 300 persons learning from the programs and events. Attendance rises every year.
Two keynote speakers, Dr. Barbara Holland and Dr. Jim Kilsmeier, kept the group challenged and engaged.
MCC offers a Service Learning Camp at the beginning of the academic calendar, for all students, and Service
Advisors, of the MCC member campuses. On September 27-29, 2002, Michigan Campus Compact (MCC) held
their annual Service Leadership Camp at Camp Manitou-Lin in Middleville, MI. This camp allowed 112 college
students and advisors from 18 member campuses to come together to participate in planning and learning about
community service, service-learning and civic engagement as a part of their education, and how they can take their
experiences back to their campus and put them into action.
Michigan Campus Compact (MCC) annually hosts the 2!/2-day training for teams of college students and their
advisors from across the state who are interested in community service and service-learning in higher education.
The MCC Service Leadership Camp:
Provides an environment and opportunity for team building among campus teams;
Encourages informal networking and coalition building among those with a common interest in community service
on their campus and across the state;
Assists teams in meeting their specific needs during "team time". This time can be used for creating an action plan
for the year to come, program planning, organizational development, and more;
Explores important components of service/service-leaming, civic responsibility and leadership through interactive
workshop sessions.
Highlights of this year's Service Leadership Camp included keynote presentations from Daniel Caron on "Original

�Play" and Johnnie Tuitel of the Alternatives in Motion organization on "Handicapitolism: The Power of Human
Spirit". Students also participated in content session including Leading Lives of Commitment, Student Advocacy,
and Fundraising Through Creative Thinking.
Additionally, MCC is a sponsor of colloquiums and forums throughout the year on Service-Learning and Civic
Engagement.
MCC also sponsors many annual awards for faculty and staff, as well as students, on their member campuses. The
Faculty Staff Service Learning Awards are held each year in conjunction with the Institute on Academic ServiceLearning. In addition, MCC holds the Outstanding Student Service Awards in the spring of each year. Recently,
MCC was awarded a grant to implement the Jimmy and Rosalyn Carter Campus Community Partnership Award in
the state of Michigan. This award will highlight the importance of long lasting, dynamic campus community
collaborations and will carry a cash award to both the campus and community partner. MCC is one of only two
grants given this year and, along with Minnesota and Massachusetts, will pioneer the award outside of Georgia.
Volunteer Centers of Michigan
The mission of VCM is to strengthen existing volunteer centers, to provide leadership in developing new centers,
and to promote and strengthen volunteerism statewide. Through their partnership with CM A, VCM has been able to
provide their 34 member Volunteer Centers with support that is unmatched in the state.
VCM has been instrumental in providing advocacy training and guidance to their membership. This allowed the
VCM member Centers to remain involved in the advocacy of federal funding of the Volunteer Center National
Network through appropriations under the Citizen Service Act. Issues closer to home were determined by the
membership to be of highest priority for public education and advocacy efforts. These opportunities allowed VCM
to construct legislative priorities as follows:
1. Support, protect and expand Michigan's Volunteer Investment Grants.
2. Advocate federal reauthorization process under Citizen Service Act of 2002- including first-time
appropriation to Volunteer Centers National Network.
3. Generate operating dollars from local and state levels.
4. Create tax incentives for corporate and individual volunteers.
5. Increase tax incentives (tax credits) for donations to aU_501(c) (3)'s.
Additionally, VCM is sponsoring a statewide program involving all member Volunteer Centers (34) in recognizing
high school graduates who volunteer a significant number of community service hours during the course of their
high school career. As far as we can tell, this is the only such statewide program in the country.
Students will complete and document 400 hours of non-paid service that meet recognized community needs, under
the auspices of a nonprofit organization, government programs, community group or school. The following types of
activities would qualify, and would be certified by the local Volunteer Center:
• Direct Service, such as river clean up, tutoring, spending time with a nursing home resident
• Indirect Service, such as computer data entry, fundraising, food collection, board or committee work
for a nonprofit
• Civic Engagement, advocacy or community organizing, such as beautification, mural painting,
community surveys
Students will periodically complete an evaluation form and reflective summary of their experience that will build in
a learning piece as well as an outcome measurement component during their years of volunteer service.
Recognition will take place at the high school honors (or awards) event. The student will receive:
• A medallion of distinction, to be worn at commencement exercises
• A Certificate of Distinction for Commitment to Service from the community Volunteer Center
• Community-wide recognition by the Volunteer Center during National Volunteer Week
Pilot Program: In order to test the program, seven Volunteer Centers are piloting this statewide program during the
2002-2003 school year. The number of hours is reduced proportionately during this first year for graduating seniors.
The pilot program will involve Volunteer Centers from Michigan's upper peninsula, and northern, mid- and
southern lower peninsula. These Centers each will work with at least one high school during the pilot year.
Long-term Goal: Within five years, all VCM member Volunteer Centers will be working with 75% of the high
schools in their catchments area.

�VCM has collaborated with Michigan Association of United Ways (MAUW) to determine what the factors are that
contribute to a strong United Way Volunteer Center. About half of Michigan's Volunteer Centers are United Way
programs. While independent 501(c) (3) Volunteer Centers have their own challenges to confront, those that are
programs internal to other agencies have different issues to consider. MAUW and VCM have hosted a series of
conference calls and meetings among the United Way directors and the affiliate Volunteer Center directors of five
Michigan United Ways. They explored structure, relationships, community image and impact, in an effort to assist
other communities to emulate those characteristics that foster success. This information will be especially useful to
start-up United Way Volunteer Centers.
Finally, VCM's member Centers have provided national leadership to the Volunteerism effort. VCM is concluding
our work in compiling a guidebook to establishing and maintaining a Volunteer Center State or Regional
Association.
The VCM Director and Aaron Cantrell (Kalamazoo) were speakers for the Illinois Association of Volunteer Centers
annual training event.
The VCM Director and Nonie Brennan (VCNNC Board and CMA Board) presented at the Northern Ohio Regional
Conference on Volunteering.
Kathy Rossow (POLF United Network Task Force and CMA Board) was instrumental in introducing Title III of the
Citizens Service Act to Congressional members in March.
Dale WeighilFs (VCM Executive Committee and CMA Board) advocacy strategy was so successful that a letter he
authored has become the template for education efforts by POLF.
Other CMA Programs:
As CMA concludes the $20 million fundraising campaign on June 1, 2003, we move forward in promoting the
concept of a lifelong ethic of service. CMA has hired a program coordinator who currently leads the Michigan's
Promise/America's Promise statewide effort. Since this program was transferred to CMA from the Michigan
Community Service Commission in the Fall of 2002, there has been much contact with the 26 Communities of
Promise (COPs). Site visits are planned for all 26 by the Spring of 2003. This program is, again, a natural fit to
with CMA, and it will flourish under its wing.
Additionally, CMA is in discussions with other youth philanthropy and civic oriented programs, to provide these
service on a statewide level, to breakdown the silos that have been created at all levels of volunteerism and
engagement. Specifically, the stakeholders of the Michigan Civics Summit will convene in a meeting sponsored by
the ConnectMichigan Alliance, to determine the next logical step in the continuation and expansion of that program,
as well as to discuss the following:
1.
2.
3.

Goals, Purpose, Mission and Vision
Constituency Served
Plans for the Future

Because funds raised for the ConnectMichigan Alliance are matched one to one by the state of Michigan, and placed
in endowment at the Capital Region Community Foundation, CMA has the potential to sustain itself indefinitely.
Attachment A:
Attachment B:
Attachment C:
Attachment D:

2002 Financial Statement
2001 -2002 Audit
Fund Development Snapshot
Descriptive Brochure

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                    <text>May 22, 2003

MAY

2003

Mr. John Lore
President &amp; CEO
Connect Michigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Re:

P0092813 (Please refer to this number when writing to the Kellogg Foundation
about this project.)

Dear Mp/Lore:
This will acknowledge your report dated April 21,2003, for your grant to support the
endowment fund for the Connect Michigan Alliance helping to qualify for the
challenge funds provided by the Michigan Legislature to create a $20 million
endowment to serve the mission of the Alliance in perpetuity. Your project ended
October 31, 2002. This report has been reviewed and is approved for our records.

W.K.KELLOGG
FOUNDATION
One Michigan
Avenue East
Battle Creek, Ml
49017-4058
USA
269-968-1611
TDD on site
Facsimile: 269-968-0413
www.wkkf.org

With the submission of this report, the conditions relating to the Foundation's
commitment have now been fully satisfied. We are pleased to have had this
opportunity to assist the Capital Region Community Foundation with this important
endeavor.
Sincerely,

ale
ice President
JEM/clb
\\bc-data02\documents\doc\unsecure\P0092813\00000010.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

C07

Mr. Kyle Caldwell
Ms. Patricia Reynolds

v

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                    <text>Page 1 of2

John Lore
From:

John Lore [lorejohn@connectmichiganalliance.org]

Sent:

Wednesday, June 04, 2003 10:11 AM

To:

Kyle Caldwell; Sam Singh (singhsam@pilot.msu.edu)

Subject: FW: Staffing Materials for The Kresge Foundation

Original Message
From: John Lore [mailto:lorejohn@connectmichiganalliance.org]
Sent: Wednesday, June 04, 2003 10:09 AM
To: Dottie Johnson (daj@ahlburg.com)
Subject: FW: Staffing Materials for The Kresge Foundation
Dottie: Wanted you to be aware of this issue caused by Virgil's death. Apparently God wanted me to work extra
hard to finish this campaign!!!! This will present some challenges until Virgil's replacement is chosen. We will work
this out. I have not heard from Newaygo
1 will call them again this afternoon. John
Original Message
From: John S Lore [mailto:johnslore@chartermi.net]
Sent: Tuesday, June 03, 2003 9:10 PM
To: lorejohn@connectmichiganalliance.org
Cc: ksperti@connectmichiganalliance.org
Subject: FW: Staffing Materials for The Kresge Foundation

Original Message
From: John S Lore [mailto:johnslore@chartermi.net]
Sent: Tuesday, June 03, 2003 8:07 PM
To: 'ECSullivan@kresge.org1
Subject: FW: Staffing Materials for The Kresge Foundation

Liz:
The attached is the email responding to our meeting of April 1, and your letter of April 28. Virgil and I met on April
15 to forge an arrangement that we felt would work for us and respond to the Kresge grant request. Virgil
indicated that he wanted to talk to John Marshall directly. I do not know if that discussion (between John and
Virgil) ever took place. Virgil scheduled a luncheon for Jacqueline Jones (his group vice president) and me on
June 18, at the DAC to discuss this arrangement. I think he had planned to meet with John Marshall, or you prior
to that date. I will still meet with Jacqueline Jones. However, I suspect that the staffing decision will have to wait
until a leadership decision has been made at the United Way Community Services of Detroit, unless of course,
John and Virgil did discuss this plan prior to Virgil's death. Since I did not hear from Virgil I have know idea how
we should proceed until a new leader is appointed. Any direction from you or John would be appreciated.
John Lore

Original Message
From: Kate Sperti [mailto:ksperti@connectmichiganalliance.org]
Sent: Monday, June 02, 2003 2:04 PM
To: johnslore@chartermi.net

6/4/2003

�Page 2 of2

Subject: FW: Staffing Materials for The Kresge Foundation

Original Message
From: John Lore
Sent: Wednesday, April 30, 2003 3:09 PM
To: Kate Sperti
Subject: FW: Staffing Materials for The Kresge Foundation

Original Message
From: John Lore [mailto:lorejohn@connectmichiganalliance.org]
Sent: Wednesday, April 30, 2003 3:08 PM
To: Virgil Carr (vcarr@uwcs.org)
Subject: Staffing Materials for The Kresge Foundation
Virgil:
Attached is a memorandum from Kate Sperti articulating the first cut of the materials prepared to make our
staffing case to The Kresge Foundation. Please add, subtract, or expand if necessary. Once you have made your
suggestions, I will make the changes and email you a final draft. I have a meeting scheduled with Jacqueline
Jones on Wednesday June 18. I will use this material for our discussions. Do you want to approach John Marshall
first for a discussion between the two of you? Or, do you want me to schedule a meeting with you, me John and
Elizabeth? Since John seemed somewhat concerned about Detroit, you need to determine which avenue will be
most successful.
The second segment of the memorandum is a direct response to the original grant request. It appears (at least
from my perspective) that we will be able to implement all of the commitments made in the original grant with the
staffing structure that you and I designed (even more effectively than we originally proposed). Please let me know
how you would like to proceed.
John S. 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

6/4/2003

�MEMORANDUM
To:

Dr. John S. Lore, President and CEO, ConnectMichigan Alliance
Mr. Virgil H. Carr, President and CEO, United Way Community Services

From:

Ms. Kate Sperti, ConnectMichigan Alliance

Date:

April 29, 2003

RE:

Placement of a Southeastern Michigan Program Officer

Per your meeting on Tuesday, April 15, 2003,1 have compiled the following information and
recommendations regarding a Southeastern Michigan based Program Officer, to be contracted by
the ConnectMichigan Alliance (CMA) through United Way Community Services (UWCS). The
terms of this position will be as follows.
1. The Southeastern Michigan Program Officer will report directly to Mr. Carr or his group
vice president and CMA will contract with their office for that person's services.
2. The Southeastern Michigan Program Officer will spend a maximum of one day per week in
the CMA Lansing Office interacting with the Lansing Program Coordinator and other
CMA Partner Program representatives. This person is expected to attend statewide
volunteer conferences sponsored by CMA or one of its partners.
3. While in the Lansing office, the Southeastern Michigan Program Officer will report
directly to Dr. Lore. That reporting relationship will focus on statewide program activities
only. All personnel issues, such as evaluations, performance appraisals and work place
benefits will be within the purview of UWCS. The Southeastern Michigan Program Officer
is a contract employee to CMA.
4. CMA will cover up to 50% of the Program Coordinator's salary and travel expenses to
CMA or Partner activities. All travel expenses must be approved by Mr. Carr, or his group
vice president, or Dr. Lore.
5. CMA will provide office space in the Lansing office for the Southeastern Michigan
Program Officer.
6. The Southeastern Michigan Program Officer position could be filled in late July or August
of 2003. If CMA does not begin to receive substantial payment of current pledges, the
creation of the position will be pushed back until September of 2003. CMA will keep Mr.
Carr informed of their fundraising activities.
The benefits of this position are multiple. The connections made by this person, as a member of
the southeastern Michigan community, will increase the capacity for Detroit and southeastern
Michigan organizations to have more skilled and dedicated volunteers and Board members
because of increased access to regional professional development workshops and seminars.
Specific emphasis will be placed on fund advancement, volunteer management, and volunteer
programming.

�The George W. Romney Volunteer Center, at UWCS, as well as other regional Volunteer
Centers, will be able to increase their organizational capacities to provide universal access for
every southeastern Michigan citizen to serve, using resources throughout the state.
Detroit, and all southeastern Michigan, organizations will have access to statewide 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.
Thousands of Detroit students will experience the benefits of volunteerism before graduating
from high school and will have increased learning through "hands-on" and meaningful learning
opportunities that integrated with "real-life" experiences, utilizing organizations beyond the
traditional metropolitan Detroit boundaries.
Michigan Campus Compact (MCC) will increase service-learning and civic engagement
programming to reach all metropolitan Detroit institutions of higher education. This
programming includes statewide conferences for students, faculty and staff of the membership
institutions of higher education.
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, or any other statewide program created or promoted by any of the CMA
Partners.
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 the State.
By establishing this position, which will be based at United Way Community Services, and in
Lansing at the CMA offices, the collaborative relationships between CMA and its local partners
in Southeastern Michigan, which include: United Way Community Services, local school
districts such as Detroit Public Schools, Madonna University, Saint Mary's College of Ave
Maria University, Schoolcraft College, University of Michigan -- Dearborn, Wayne State
University, and the Southeastern Michigan Nonprofit Continuum, whose members include the
Accounting Aid Society, Detroit Executive Service Corps, Michigan Nonprofit Association and
Michigan Legal Services, will be galvanized and opened to statewide resources. Additionally,
many of the consultants that CMA works with in providing service to nonprofits throughout the
state are located in the Detroit area. The addition of a Southeastern Michigan/Detroit based
program officer is essential in maintaining quality relationships with professional consultants in
Southeastern Michigan and the entire State.

�</text>
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                    <text>THE KRESGE FOUNDATION
Building Stronger Institutions Since 1924

FEB 0 9 2004

January 30, 2004
Mr. John S. Lore
President and CEO
ConnectMichigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear Mr. Lore:
Your recent correspondence indicates that ConnectMichigan Alliance has now satisfied the conditions
of the Foundation's grant as outlined in our letter of March 21, 2002 and as amended on June 19, 2003.
We are pleased to enclose our check in the amount of $1,000,000 in full payment of our grant toward
the development of the ConnectMichigan Alliance Endowment Fund. Grant funds not expended or
committed for the purposes of the grant must be returned to the Foundation.
Upon completion of the project, we ask that you furnish a final report on the use of this grant. Please
note that this will include your formal assurance that grant funds were used in direct payment of
eligible project costs that will not generate business income unrelated to your exempt purpose.
Sincerely,

Edward M. Hunia
Senior Vice President and Treasurer
EMH:lrg
Enclosure
11978

Mailing Address: P.O. Box 3151 Troy, Michigan 48007-3151
Express Mail Address: 3215 W. Big Beaver Road Troy, Michigan 48084
Telephone 248-643-9630 Fax 248-643-0588 www.kresge.org

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                    <text>DRAFT
FOR INTERNAL USE ONLY

ConnectMichigan Alliance
Leadership Campaign

Case Statement

Meeting the Challenges
Capturing the Opportunities

�DRAFT
FOR INTERNAL USE ONLY

The Campaign

The ConnectMichigan Alliance Leadership Fund will be supported by an annual
campaign limited to the principals of the organization including the Board of Trustees
and staff. Each year the Board of Trustees will develop their goals and include a target
amount for the overall annual campaign (see Annual Campaign Shucture and the CMA
FY 2005-06 Budget attached) based on needs, capacity and cmTent market expectations.
For FY 2005-06, the CMA Board of Trustees established a campaign goal of $100,000.
Focusing on the Challenge and the Opportunity

The Michigan service and volunteer landscape is envied by many. Michigan is a leader
because of the collaborative and cooperative nature by which state and local
organizations work together, the entrepreneurial spirit ofleaders, and the strong public
and private sector support for service and volunteerism.
While the general and day-to-day support for the components of CMA is partially assured
through our endowment, much larger needs remain that require focused leadership and
dedicated suppmt.
Significant challenges include:
•

Communicating the Cause. CMA remains an evolving and growing
organization that is only now just beginning find its potential. While CMA's
innovative constmction provides both an innovative and enduring tool, it also
presents a vety difficult challenge to explain and promote.

How can the need and value for service and volunteering be articulated in
compelling terms?
How can the impact of local ~[forts be shared to communicate the needfor all to
serve?
What means are most effective in articulating the needfor human and financial
support ofservice and vohmteerism?
•

Supporting Local Innovation Communities across Michigan are fettile ground
for incubating innovative programs and initiatives that can demonstrate how
service and voluntcerism may serve as enduring methods of community problem
solving.

How can local commtmities expand innovative models?
How can CMA empower local organizations to engage more individuals in
service and volunteerism?

3

�DRAFT
FOR INTERNAL USE ONLY

Supporting Local Innovation: $30,000
•
•

Mini-grants to volunteer centers, communities of promise, campus compact
schools and others to reward, highlight and expand innovative programs.
Local recognition programs that provide a local spotlight on programs that work
to build and ethic of service in communities.

Developing and Strengthening Leadership: $10,000
•

•
•

Creation of customized leadership institutes tailored to the needs of CMA
partners, programs and affiliates that begin to develop the next leaders in their
respective expertise areas.
Scholarships available to local communities to send individuals to state, national
and international training oppmiunities.
Brokering state, national and international experts to work with CMA partners,
programs and affiliates on the critical issues facing local service and volunteer
leaders.

Researching Trends and Measuring Impact: $25,000
•
•
•
•

Create, maintain and publish an annual assessment (map) of the cunent reach of
CMA programs, members and affiliates.
Develop a partnership with research and evaluation organizations to determine the
shmi- and long-term impact of service and volunteerism through the CMA
Institutionalize a comprehensive and interactive database that can utilize local and
statewide data to analyze how CMA is reaching out to communities.
Pminering with research institutions in an attempt to utilize existing polling,
tracking and survey processes to measure how service and volunteerism are
potentially impacting community issues (i.e. education, health care, housing,
economic development, civic engagement, children's issues)

Advantages to Donors and ConnectMichigan Alliance
The fonnation of the ConnectMichigan Alliance, as its name implies, brought together
organizations in a way that maximized each organization's expertise and complemented
each organization's needs. The fonnation of the financial structure was not different.
The ConnectMichigan Alliance Campaign brought together the public and private sectors
tlu·ongh a challenge grant from the State of Michigan that was matched by the private
sector dollar for dollar. These resources were entrusted in the Capital Region
Community Foundation which provided donors the security they needed to be sure the
funds would be handled effectively, but also provided donors with state tax incentives not
available to them tlu·ough donations to other nonprofit causes.

5

�DRAFT
FOR INTERNAL USE ONLY

Campaign Structure
ConnectMichigan Alliance
Leadership Campaign Structure
F¥2005-06
Goal:

Number of Donors
10
5
5
2
2

$ 100,000.00

Total From Organizations
$ 1,000-$ 2,499
$ 2,500 - $ 4,999
s 5,000-$ 9,999
$10,000 - $24,999
$25,000-$49,999
$50,000+
$150,000.00

1

25

Number of Donors
10
5
5
5
10
15
50
Campaign Goal
Overall Total Prospects
Total Prospects over Goal
Total Number of Givers
Total Average Per Giver

7

Total From
Individuals

$
$
$
$
$

up to$ 99
$100
$250
$500
$750
$ 1000+
27,250.00
100,000.00
177,250.00
77,250.00
75
2,363.33

�</text>
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                    <text>DRAFT
FOR INTERNAL USE ONLY

CMA Lca!lcrship Fun!l Campaign
Case Statement
ConnectMichigan Alliance Lea!lership Fun!I
Meeting the Challenges an!l Capturing the Opportunities
The CmmectMichigan Alliance (CMA) is uniquely poise!l to address the challenges faced
by organizations that promote and support service and volunteerism in Michigan because
of the broad reach of its partners, affiliates and programs. Thanks to the tremendous
efforts of the Board of Trustees and an exemplary fundraising cabinet, the
ConnectMichigan Alliance is blessed with an endowment of nearly $20 million in assets.
The organization's endowment, while still forming due to outstanding pledges and a
creeping economic market climate, will someday grow to provide greater levels of
support and help to undetwrite the basic operations of the Alliance in perpetuity.
Today, the ConnectMichigan Alliance must stand ready to meet the unique and enduring
challenges to our volunteer infrastructure and exploit the opportunities those very
challenges present. To do so, the organization and its leadership need to begin to create
the climate bold action and support inherent to all successful nonprofit organizations.
The ConnectMichigan Alliance Leadership Fund will be a first step toward ensuring that
the ConnectMichigan Alliance can:
• address the ever-evolving changes in the nonprofit sector;
• exploit new opportunities that create relevant and needed new local programs and
initiatives;
• communicate and highlight the great work that local connnunity-based initiatives;
• research trends that might impact the service and volunteer infrastructure; and
• develop leadership at the local level that can support and enhance the growth of
Michigan's ethic of service to others.
In addition to the added value of support to local communities, the ConnectMichigan
Alliance Leadership Fund Campaign will strengthen the organization by:
• ensuring partners and funders that the organization's board and staff are fully
engaged with I 00% giving;
• creating the opportunity for the organization to develop and maintain a threemonth operating reserve;
• providing a small pool of readily-available unrestricted funds;
• establishing the organization's fundraising abilities in preparation for future
resource develop opportunities.

�DRAFT
FOR INTERNAL USE ONLY

The Campaign
The ConnectMichigan Alliance Leadership Fund will be supported by an annual
campaign limited to the principals of the organization including the Board of Trustees
and staff. Each year the Board of Trustees will develop their goals and include a target
amount for the overall annual campaign (see Annual Campaign Structure and the CMA
FY 2005-06 Budget attached) based on needs, capacity and current market expectations.
For FY 2005-06, the CMA Board of Trustees established a campaign goal of $100,000.

Advantages to Donors and ConnectMichigan Alliance
The formation of the ConnectMichigan Alliance, as its name implies, brought together
organizations in a way that maximized each organization's expertise and complemented
each organization's needs. The formation of the financial structUI'e was not different.
The CmmectMichigan Alliance Campaign brought together the public and private sectors
through a challenge grant from the State of Michigan that was matched by the private
sector dollar for dollar. These resources were entrusted in the Capital Region
Community Foundation which provided donors the security then needed to be sure the
funds would be handled effectively, but also provided donors with state tax incentives not
available to them through donations to other nonprofit causes.
The ConnectMichigan Alliance Leadership Fund will provide the same opportunities by
providing donors the option of giving directly to the ConnectMichigan Alliance (a 501
(c) 3 nonprofit organization), or one of several endowment funds designed to support the
organization's work housed at the Capital Region Community Foundation that would
allow donors to maximize their state tax credit options. Donors to the ConnectMichigan
Alliance are fortunate to have these various options to help customize then· philanthropic
interests.
The ConnectMichigan Alliance benefits from this relationship because of the flexibility
the Community Foundations can offer to the various nonprofits they support. These
include providing options ranging from permanent endowment funds, agency funds that
can utilize their corpus, and temporary funds that focus on specific events or causes with
a determined end life. All of these options are available and augment the advantages to
the ConnectMichigan Alliance's relationship with a Conununity Foundation.

Focusing on the Challenge and the Opportunity
The Michigan service and volunteer landscape is envied by many. Michigan is a leader
because ofthe collaborative and cooperative nature by which state and local
organizations work together, the entrepreneurial spirit of leaders, and the strong public
and private sector support for service and volunteerism.

2

�DRAFT
FOR INTERNAL USE ONLY

While the general and day-to-day support for the components of CMA is partially assured
through our endowment, much larger needs remain that require focused leadership and
dedicated support.
Significant challenges remain including:
•

Communicating the Cause. CMA remains an evolving and growing
organization that is only now just beginning find its potential. Still, CMA's
innovative construction provides both an innovative and enduring tool, it also
presents a very difficult challenge to explain and promote.
How can the need and value for service and volunteering be articulated in
compelling terms?
How can the impact of local efforts be shared to communicate the need for all to
serve?
What means are most effective in articulating the needfor human and financial
support ofservice and volunteerism?

•

Supporting Local Innovation Communities across Michigan are fertile ground
for incubating innovative programs and initiatives that can demonstrate how
service and volunteerism may serve as enduring methods of community problem
solving.
How can local communities expand innovative models?
How can CMA empower local organizations to engage more individuals in
service and volunteerism?

•

Developing and Strengthening Leadership Any social movement, like ensuring
that an ethic of service permeates the fabric of society in Michigan, requires the
dedicated leadership of people. CMA must to ensure that the needed skills exist
to lead this movement.
How can we ensure that the resources are available to train and skill generations
ofleaders in the nonprofit sector?
Where will the next generation of leadership learn the ethic ofservice and its role
in our society?
How can we ensure that the various sectors (institutions of education, workplace,
and community based organizations) are lead by those who place service and
volunteerism at the center of community problem solving?

3

�DRAFT
FOR INTERNAL USE ONLY

•

Researching Trends and Measuring Impact Several factors impact how and
whether individuals will serve. Knowing these factors can help inform CMA as
to how the volunteer-based organizations we support can be even more effective.

Who is volunteering, how often, where and why?
What are the barriers to service?
What roles do education, the workplace, family, and other societal issues play in
forming the willingness of individuals to serve?
Are nonprofits doing all they canto help volunteers aid in their missions?
What measurable difference are volunteers making in communities and the lives
of their residents?
Maximizing the Resources
Specific Campaign Targets for FY 2005-06
Communicating the Cause: $35,000
•

•
•

Partnerships with organizations with expertise in statewide awareness campaigns
to focus attention on the benefits and needs of service and volunteerism in
Michigan
Brokering discounted airtime, print space and other media to get out the messages
Printing, electronic and print materials and website development and maintenance
to align with overall public messages

Supporting Local Innovation: $30,000
•
•

Mini-grants to volunteer centers, communities of promise, campus compact
schools and others to reward, highlight and expand innovative programs.
Local recognition programs that provide a local spotlight on programs that work
to build and ethic of service in communities.

Developing and Strengthening Leadership: $10,000
•

•

Creation of customized leadership institutes tailored to the needs of CMA
partners, programs and affiliates that begin to develop the next leaders in their
respective expertise areas.
Scholarships available to local communities to send individuals to state, national
and international training opporttmities.

4

�DRAFT
J70R INTERNAL USE ONLY

•

Brokering state, national and international experts to work with CMA patiners,
;Jrograms and affiliates on the critical issues facing local se~vice and voltmteer
leaders.

Researching Trends and Measuring Impact: $25,000
•
•
•
•

Create, maintain and publish an annual assessment (map) of the current reach of
CMA programs, members and affiliates.
Develop a partnership with research and evaluation organizations to determine the
short- and long-term impact of service and volunteerism through the CMA
Institutionalize a comprehensive and interactive database that can utilize local and
statewide data to analyze how CMA is reaching out to communities.
Partnering with research institutions in an attempt to utilize existing polling,
tracking and survey processes to measure how service and volunteerism are
potentially impacting community issues (i.e. education, health care, housing,
economic development, civic engagement, children's issues)

CMA Overview
The ConnectMichigan Alliance a cutting-edge nonprofit organization focused on building
a lifelong ethic of service, volunteerism and civic engagement through organizations
where we live, work and learn in Michigan.
CMA is comprised of a number of partner organizations and programs that work in
unison to ensure that a solid infrastructure exists to support local volunteer efforts. These
organizations include: Michigan Community Se1vice Commission (MCSC), Michigan
Nonprofit Association (MNA), Michigan Campus Compact (MCC), Volunteer Centers of
Michigan (VCM), Michigan's Promise and national service programs to support Mentor
Michigan.
These organizations and programs are vital to the landscape of support provided to
nonprofits and charitable causes in our state. The MCSC and MNA are the founding
partners of this public/private partnership and bring together the government and the
nonprofit sector to advance the cause of volunteerism in our state. The MCC and VCM
are the founding affiliates of CMA and represent higher education and community-based
volunteering respectively. CMA provides the day-to-day operational, administrative and
programmatic support to these organizations as they champion service and civic
engagement opportunities across Michigan.
Michigan can be proud of the work if these and many other organizations that work hard
every day to harness the power of individuals to strengthen Michigan communities. With
nearly half of all Michigan residents volunteering (according to Michigan Volunteering
and Giving), it becomes ever more important to ensure that systems exist to charmel
people's passions and intent toward opportunities to address genuine needs. This need to
maximize human resources was why the founders of CMA embarked upon a $20 million

5

�DRAFT
FOR INTERNAL USE ONLY

endowment campaign to permanently support the Michigan service and volunteer
infrastructure. That campaign was completed in December of2003. Today, the affiliate
partners and programs of CMA are assured that their general operational and limited
programmatic support is assured through the CMA Endowment Fund. With the
Endowment and the Leadership Campaign, CMA is poised to expand the opportunities of
Michigan's service and volunteer infrastructure!

6

�ConnectMichigan Alliance Leadership Campaign Structure
FY2005-06
Goal: $
Number of Donors
10
5
5
2
2
1
25

100,000.00

Total From Organizations Number of Donors
$ 1, 000- $ 2,499
10
$ 2,500 - $ 4,999
$ 5,000- $ 9,999
$10,000-$24,999

$

$25,000- $49,999
$50,000+
150,000.00

5
5
5
10
15
50
Campaign Goal
Overall Total Prospects
Total Propects over Goal
Total Number of Givers
Total Average Per Giver

Total From Individuals
upto $ 99

$
$
$
$
$

$100
$250
$500
$750
$ 1000+
27,250.00
100,000.00
177,250.00
77,250.00
75
2,363.33

�</text>
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                    <text>DRAFT
FOR INTERNAL USE ONLY

CMA Leadership Fund Campaign
Case Statement
ConnectMichigan Alliance Leadership Fund
Meeting the Challenges and Capturing the Opportunities
The ConnectMichigan Alliance (CMA) is uniquely poised to address the challenges faced
by organizations that promote and support service and volunteerism in Michigan because
of the broad reach of its partners, affiliates and programs. Thanks to the tremendous
efforts of the Board of Trustees and an exemplaty fundraising cabinet, the
ConnectMichigan Alliance is blessed with an endowment of nearly $20 million in assets.
The organization's endowment, while still fanning due to outstanding pledges and a
creeping economic market climate, will someday grow to provide greater levels of
support and help to underwrite the basic operations of the Alliance in perpetuity.
Today, the ConnectMichigan Alliance must stand ready to meet the unique and enduring
challenges to our volunteer infi'astmctnre and exploit the opportunities those very
challenges present. To do so, the organization and its leadership need to begin to create
the climate for bold action and suppmt inherent to all successful nonprofit organizations.
The ConnectMichigan Alliance Leadership Fund will be a first step toward ensuring that
the ConnectMichigan Alliance can:
• address the ever-evolving changes in the nonprofit sector;
• exploit new opportunities that create relevant and needed new local programs and
initiatives;
• communicate and highlight the great work oflocal community-based initiatives;
• research trends that might impact the service and volunteer infrastmcture; and
• develop leadership at the local level that can support and enhance the growth of
Michigan's ethic of service to others.
In addition to the added value of suppott to local communities, the ConnectMichigan
Alliance Leadership Fund Campaign will strengthen the organization by:
• ensuring pattnet'S and fnnders that the organization's board and staff are fully
engaged with 100% giving;
• creating the opportunity for the organization to develop and maintain a threemonth operating reserve;
• providing a small pool of readily-available unrestricted funds;
• establishing the organization's fundraising abilities in preparation for future
resource development opportunities.

�DRAFT
FOR INTERNAL USE ONLY

While the general and day-to-day support for the components of CMA is partially assured
through our endowment, much larger needs remain that require focused leadership and
dedicated suppoti.
Significant challenges include:
•

Communicating the Cause. CMA remains an evolving and growing
organization that is only now just beginning find its potential. While CMA' s
innovative constmction provides both an innovative and enduring tool, it also
presents a very difficult challenge to explain and promote.

How can the need and value for service and volunteering be articulated in
compelling terms?
How can the impact of local efforts be shared to communicate the need for all to
serve?
What means are most effective in articulating the need for human and.financial
support ofservice and volzmteerism?
•

Supporting Local Innovation Communities across Michigan are fertile ground
for incubating innovative programs and initiatives that can demonstrate how
service and volunteerism may serve as enduring methods of community problem
solving.

How can local communities expand innovative models?
Ho;v can CMA empower local organizations to engage more individuals in
service and volunteerism?

.

•

Dcvclooin!! and Strengthening Leadership Any social movement, like ensuring
that an ethic of service permeates the fabric of society in Michigan, requires the
dedicated leadership of people. CMA must develop and strengthen leadership to
ensure that the needed skills exist to lead this movement.

How can we ensure that the resources are available to train and skill generations
of leaders in the nonprofit sector?
Where will the next generation of leadership learn the ethic ofservice and its role
in our society?
How can we ensure that the various sectors (institutions of education, workplace,
and community based organizations) are led by those who place service and
volunteerism at the center of community problem solving?

3

�DRAFT
FOR INTERNAL USE ONLY

•

Brokering state, national and international experts to work with CMA partners,
programs and affiliates on the critical issues facing local service and volunteer
leaders.

Researching Trends and Measuring Impact: $25,000
•
•
•
•

Create, maintain and publish an annual assessment (map) of the current reach of
CMA programs, members and affiliates.
Develop a partnership with research and evaluation organizations to detetmine the
short- and long-term impact of service and volunteerism tlu·ough the CMA
Institutionalize a comprehensive and interactive database that can utilize local and
statewide data to analyze how CMA is reaching out to communities.
Partnering with research institutions in an attempt to utilize existing polling,
tracking and survey processes to measure how service and volunteerism are
potentially impacting community issues (i.e. education, health care, housing,
economic development, civic engagement, children's issues)

CMA Overview
The ConnectMichigan Alliance is a cutting-edge nonprofit organization focused on
building a lifelong ethic of service, volunteerism and civic engagement through
organizations where we live, work and learn in Michigan.
CMA is comprised of a number of partner organizations and programs that work in
unison to ensure that a solid infrastmcture exists to support local volunteer efforts. These
organizations include: Michigan Community Service Commission (MCSC), Michigan
Nonprofit Association (MNA), Michigan Campus Compact (MCC), Volunteer Centers of
Michigan (VCM), Michigan's Promise and national service programs to support Mentor
Michigan.
These organizations and programs are vital to the landscape of support provided to
nonprofits and charitable causes in our state. The MCSC and MNA are the founding
partners of this public/private partnership and bring together the government and the
nonprofit sector to advance the cause ofvolunteerism in our state. The MCC and VCM
are the founding affiliates of CMA and represent higher education and community-based
volunteering respectively. CMA provides the day-to-day operational, administrative and
programmatic support to these organizations as they champion service and civic
engagement opportunities across Michigan.
Michigan can be proud of the work of these and many other organizations that work hard
every day to harness the power of individuals to strengthen Michigan communities. With
nearly half of all Michigan residents volunteering (according to Michigan Volunteering
and Giving), it becomes ever more important to ensure that systems exist to channel
people's passions and intent toward oppotiunities to address genuine needs. This need to
maximize human resources was why the founders of CMA embarked upon a $20 million

5

�DRAFT
CONFIDENTIAL~

FOR INTERNAL PURPOSES ONLY-DO NOT DISTRIBUTE

CounectMichigan Alliance
Leadership Priorities

The ConnectMichigan Alliance (CMA) is cutting-edge statewide nonprofit organization
designed to support service and volunteerism in Michigan in perpetuity. Because of its
unique structure (an alliance of several organization supported by an endowment) and its
leadership position nationally, it is often difficult to compare systems and philosophies
with like organizations. In other words, without competition or similar organizations to
compare CMA to, determining the operational procedures and expectations (including
salaries) becomes difficult. However, the infonnation below attempts to provide some
guidance to the CMA Board of Trustees to determine the overall priorities regarding the
organization's positions on leadership, growth, and compensation.
Leadership Goals

When it was created in 2000, the ConnectMichigan Alliance was the only nonprofit of its
kind. This remains tlue-no other statewide nonprofit alliance supporting service and
volunteerism with an eight-figure endowment currently exists in Michigan or nationally.
This places CMA in an unprecedented top tier leadership position and one that should be
maintained. To do so, it becomes vitally important to ensure that the trustees attract and
retain the highest level senior staff. The priority of the CMA Trustees will be to:
•
•
•
•

develop a compensation plan that is competitive and fiscally prudent;
gamer senior and executive staff with significant state and national experience;
competitively seek talent respected and sought at either/both the state and
national levels; and
ensure CMA attracts and retains entrepreneurial spirited individuals and utilizes
that spirit to the advantage of the organization.

Growth Goals

CMA currently includes four founding organizations and several programs all supported
through the proceeds of a $19.4 million endowment. While this is an amazing
accomplishment, it should not be looked upon as the end of the organization's potentialmuch to the contrary-it should be looked upon as the beginning. However, future
growth will be determined by the organizational leadership and the ability to attract more
partners and resources. CMA must align its goals and priorities for growth around its
incentives for its leadership to achieve them. CMA will ensure growth by:
•
•
•

enhancing its resources through long- and shmt-tenn fund development;
continually seeking opportunities for expanding its programs and partnerships in
line with its mission; and
maintaining the organization's cutting edge leadership at the state and national
levels.

�DRAFT
CONFIDENTIAL~

FOR INTERNAL PURPOSES ONLY-DO NOT DISTRIBUTE

3. The Executive Committee will establish the compensation for the CEO based on
annual performance assessments.
a. The Executive Committee will mmually review the current compensation
utilizing the organization's compensation philosophy (see above) and
determine if changes are necessary due to perfonnance, market trends
(competitive compensation rates), or budgetary changes.
b. After consultation with the CEO, the Executive Committee will make a
compensation recommendation to the Trustees as part of their annual
review.
4. The Executive Committee will make a recommendation for compensation of the
CEO to the Trustees.
a. The Executive Committee will make a formal written recommendation to
the Tmstees for consideration at the Annual Meeting or another meeting
of the Board of Tmstees.

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

March 25, 2002

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

^eslie Lenkowsky
Chief Executive Officer

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

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

�CORPORATION
FOR NATIONAL
SERVICE

March 18, 2002

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

Leslie Lenkowsky
Chief Executive Officer
cc:

John Bridgeland
Rhonda Taylor

NATIONAL SERVICE: GETTING THINGS DONE

fm

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

AmeriCorps • Learnand Serve America • National Senior Service Corps

III

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

�</text>
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                    <text>ConnectMichigan
March 5, 2002
Leslie Lenkowsky, Ph.D.
Chief Executive Officer
Corporation for National and Community Service
1201 New York Avenue, NW
Washington D.C. 20525

Chair
Edward Blews
Vice-Chair
Michelle Engler

Dear Les:
I truly appreciated your remarks at the Connect America Retreat yesterday, Monday, March 4,
2002. You clearly understand the needs of local communities and the potential which service and
volunteerism have for transforming communities. I am especially intrigued by your thoughts on
the new way the national nonprofit landscape is shaping up in response to both the tragedies of
September 11th and the President's call to service. The USA Freedom Corps and the President's
agenda for charities present a number of tremendous opportunities for local communities and the
many wonderful nonprofits that serve their needs. They also help to focus our nation and its
citizens on the role each of us can play in strengthening our communities.
Per your invitation for recommendations, suggestions and thoughts, I offer the attached
information. On behalf of the ConnectMichigan Alliance (CMA), a new organization which is a
collaboration of the Michigan Community Service Commission, the Michigan Nonprofit
Association, Michigan Campus Compact and the Volunteer Centers of Michigan, I invite your
review of this document and invite you to re^||t on thj||jGte|||ial benefitf;f tales cajisoffer to this
;:!,new!natk)nal.,age/nda. Itj^my hQpt.Jhif^u fillip: ejiliip-agClhe Adrninlilratipn laljncorppiate,
'""
S ^
'
cominunities' and tadreMng'loteil tfecdfB:M*ffifc ve'ff%oi
affiliates seek to achieve. Our alliance brings together Michigan's premiere statewide'nonprofit,
volunteer, civic engagement and national service organizations to fcteus onfnakjmg service and
volunteerism available to all as key problem solving tools. CMA nM). hglps tfeluilcl/a seamless
infrastructure that is adaptable, efficient, and cost e f f e c t i v e f t i ^ ; ; : / " : / ' / ' -y , P'S. /

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
wss ,„;;-.Theresa Nelson
; K| II Juan Olivarez
i IS i|me Rosewarne
•r JSKi. /, d]^atl1y Rossow

i!Stren|toeniri|

Sam Singh
Allison Treppa
:

^:

President and CEO
s .;:
John Lore

Your comments concerning the creation of the USA Freedom Corps and the expansion of the
Corporation for National and Community Service are right on target for what we in Michigan see
as an opportunity to demonstrate the true power of citizen action for the common good. Many of
the qualities that the President seeks to bring out in our citizens have been enhanced through the
programs and initiatives we've been able to support through the CMA. There are a number of
principles we have implemented in Michigan to ensure the quality and value of the programs and
organizations we support.
Again, thank you for your insights on the role for national service in community problem solving.
I, along with my colleagues in Michigan, would enjoy discussing these issues and working with
you to move our mutual community strengthening agendas forward.
Sine
ut.

J/nn S- Lore
^resident and CEO
cc: Russell G. Mawby
Michelle Engler
Ed Blews
Juan Olivarez
Nonie Brennan
Justin King
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

�USA Freedom Corps
Citizen Corps
Issues and Recommendations for Implementation

Issues:
•

Homeland security and community service are national imperatives that
are implemented at the state and local levels. The USA Freedom Corps
should reflect this reality.

•

States and local communities have developed strong public/private
partnerships through service and volunteerism that can be utilized. The
USA Freedom Corps should target these partnerships as potential models
and structures

•

Communities are best able to define their needs, strategies and solutions.
The USA Freedom Corps should provide adequate resources for
communities to plan, collaborate and create innovative programs and
partnerships that target national imperatives with local long-term
solutions.

•

Homeland security and community service require a strong local
"infrastructure" to implement and support local efforts (i.e. Vounteer
Centers, K-12 and Higher Education, National Service, etc.). The USA
Freedom Corps must invest in this "infrastructure" as a means of
delivering quality programming in a cost effective manner.

Recommendations:
1. Allow states and local communities to help define what constitutes
"homeland security" and the role(s) volunteer centers, higher education
institutions, national service and other volunteer programs can play in
ensuring the safety of our communities.
2. Provide the lion's share of the resources for implementation of the Citizen
Corps and USA Freedom Corps programs generally (except Peace Corps)
to states and local communities based on their needs and plans.
3. Make the resources flexible so that governors, mayors, community leaders
and local citizens can innovate. Red tape and overly cumbersome national
requirements can stifle creativity.
4. Use states and local communities as incubators for solutions much as the
government has done for welfare reform, education, workforce
development and other human services programs.
5. Provide dialogues for states and local communities to provide input on the
needs and solutions to homeland security issues.

�</text>
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616 365 0060

CHfllRMPNS OFFICE

P. 02

Mich*!!* Kngl
Julie Fiflhrr

*&gt; «„«*
\

Cuiipaiju &lt;
0,

March 12,2001

P, Ca
lUWt Collinr
DaviJ 0. Jrlx
if. P.. Gi[l&gt;m'Vs&lt;in
Ki«-lj Mill

The Honorable Peter Secchia
Universal Forest Prod-acts. Inc.
2801 East BelllineN.E.
Grand Rapids, Michigan 49525

A. J.iiuiMin
Jiilui Lotr

Dear Mr. Ambassador:

Barbara Mi-.n:An/Jn-a k'. JM&lt;,-xriiiaii

This letter is intended.at. follow up to o^March 1,2001 meeting with Mrs. Engler,
Diana Sieger and TomMonaghan, concroaing the ConnectMichigan Alliance
Campaign. I wo^Q like to tiiankvou for your advice, counsel and willingness to help
us reach our adal. I am workWwith the schedulers in the Governor's Office to
secure date/for the Junehjjjweon with the West Michigan, area supporters we would
i^e ir^flft^Saign. The schedulers Tor the Governor and First Lady
i June ffancJM'ane 12 tfom 11:30 a.m. to 1:30 p.m. on hold for the moment
Pl&amp;^seki'me bww ifejiner of these dates are available on your calendar. I will then
work with your fff&amp;etf'to "hammer out the details."

J ,iau Ohv.itvx

jrdiih Ann K.tp«noi&gt;

Jmty Tynnmifx

The CoanectMichigan Campaign staff are working to provide concrete examples thai
can be used to customize our message and make it more relevant and appealing to our
potential supporters. This was great advice and will help in all of our regional
campaign efforts. I will forward a draft to you that has been reviewed by the First
Lady and Ms. Sieger within the next two weeks. ^ Jkjh4£/tj£ *?
In the meantime, we need to begiqdiscussing the luncheon.! We want to ensure
we make the best use
someone in particuj,
•ftSildleou details
you
and distributed? Since the Governor and Mrs. Enslcr will be in attendance, you may
wish for the invitation process ta_be handled bv their offices. If, on the other hand,
you would prefer that your office handle this, we can provide any rsecess
infomoation and material* you may /ish to include.

i\jlTJRT\
'

1

�.±3-2001

08=49

CHftlRMfiNS OFFICE

615 365 0060

P.03

The Honorable Peter Secchia
Page 2
March 12, 2001

Of course, there are a number of larger strat
you can help us address. Specifically, jvhorri shoi
;ontact m advaneafcf this
meeting to ensure that there ars a number of1 supporters in attendance (other than the
Governor, Mrs. Engler and yourself) who can lend their credibility and legitimacy to
this project. (MJ
directlyfegardiag these matters or would you prefer
that I work directlywitjp*6meone in your office?
I can be reached at any time on my cell phone at (517)
contact me day or night. I can also be reached via e-mail gfcaldwellk: 1 @stale.mi.
^•B»«.^__«^_
Thank you again for a roos: productix's meeting. It was a great honpr and privilege to
meet you and I look forward to working with you on the Cormeci^ichigan Alliance
Campaign.
Sincerely,

Kyle Caldwell
Executive Director
Michigan Community Service Commission

cc: Michelle Engler, First Lady of Michigan
Diana Sieger, Grand Rapids Community Foundation
A.

*
Ot** (fitfa

"tidr

„ *A f

»%^«

- DvuHA
~ ~%*
- ^iu

TOTflL P.03

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