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                    <text>connectM.1chitgan All"1ance campa1gn
Commissioners
John Barfield
Michelle Engler
Christine Kwak
Russ Mawby
Donald L. Newport
Pat Ryan O'Day
Meg Smith
Raymond West
Robert Collier
Julie F. Cummings
Thomas Watkins
Karen Aldridge Eason
Victor Begg
Arend Lubbers
Randy Neelis
Ethan Weinstock
Kari Pardoe
Vivian Rogers Pickard
Geneva Jones Williams
Matthew W esaw
MCSC Staff
Kyle Caldwell
Beth Barney
Mary Estrada
Michael Freeman
Tara Gilman
Mary &amp; Paul Grill
Bill Heuer
Paula Kaiser
India Plough
Jeanine Yard
Artgelia Salas
Garry Gross
Maria Santana
Jennifer Forbes
Kathie Vas ilion
Michelle Metzmaker
Jill Manlove
Mary Williams
Liz Clemenshaw
Linda Adams
Totals
Commissioners
Staff

Revised

Pledged/Giving
X
X
X
X
X
X
X
X
X
X (waiting on paperwork)

MCSC Giving
Haven't yet given/pledged

X
X
X
X
X
X
X

'-(

~

X
X
X
X
X
X
X
X
X
X
X
X
X
X (sent paperwork)
X
X
X
X
X
X
X
X
f ~of20

t,[,;f"of20
9 of 20

11 of20

08/1 3/2001

�AUG 9 2001

Cam1mi~u

Tri-Chair·;

Midwllt• En l!le t·
J ulit• Fi,ht•t· Cumminl!'
\\ illiam C . Richard"m

Memorandum

Campaign Cabiut'l

To:

From:

Ed\\ ani 0 . Ble'"

Kyle Caldwell

Caml~

TimSwop~

Date:

August 7, 2001

Re:

ConnectMichigan Alliance Campaign Update/MCSC

n Blnnd\HII'th

~nnie

Bn•nmtn

~tanlq

P. Caint•

l{ichard Colt•
Hoht• t·t Collit•r
~t·t·la Delanl'~

Da, id 0 . E;_'llt•r·
l•: r·i•· H. Gilht'rhon

Thank you for all your hard work on the ConnectMichigan Alliance Campaign.
This update is to inform you where we are currently at for the MCSC
component of the Family Division.

h.ada Hall
l&gt;oroth~

\ . Johrhon
John Lon·

\n·nd 0. Luhht·t·,

Hu--t•ll G. \1a\\ h~

After reviewing the attached charts, if you have any questions, please feel free
to call me at 517/353-5038.

Barhant Mit·r·a,
\ndn·a F. "••-.man
Juan ()[i,at·t·z

.I ()t•l 01'0,/
Tt•rT~

Pruitt

.Judith \un Rapan&lt;"
Patr·i&lt;'ia

Ht · ~

nold,

\ntw H.o,t'\\anw
h.atl11·yn Ho"""
St·r .. hia

p,.,,.,.

Diana

~it'l!t'r

(;fpnn D .

~lt · il

.lutl~ T~mtmii'Z

Conni'C'l l\1irhil(an \llianc·p P.O . Bm. 22001 La thin!! . \Ji .. hi l!an 113909-200 I • ph om· 13!113-2 12-707.) fa, :) 17-2 11 -:31369

"' , _,1,..,. '-

II

I•

I I

\ pm·tnership of: Michil!an Campu' Compact. Miehigan Communi I) St•n icP Commi"ion. \'lirhi gan 'wnpt·ofil \,,or ialinn. \ olunll'&lt;' r Cl'nll•t·, of Mirhil-(an

�Updated by Rosalie Petrouske

Page 1

8/7/2001

ConnectMichigan Alliance Campaign
Michigan Community Service Commission - Fund Raising Strategy

The MCSC is seeking 100% participation from the commissioners and staff in
contributions to the ConnectMichigan Alliance endowment fund .
Commissioner Strategy*
Level
Amount
Number of Givers
Total Funds
Tier I
$5,000 and up
2
$15,000***
Tier II
$3,000 - $4,999
$3,000
1
Tier III
$1,000 - $2,999
$5,000**
4
Tier IV
$500- $999
1
$500
Other
$
250
2
$23, 750 (**45 ,750)
Grand Total
10
*The above figures include personal gifts/and or gifts brokered by commissioners
(excluding brokered gifts by the commissioners who sit on the ConnectMichigan
Alliance Campaign Cabinet).
*Total No. of Commissioners = 22
**Includes 2:1 matching gift from the W.K. Kellogg Foundation for a total of$3,000
***lnc ludes 2:1 matching gift from the W .K. Kellogg Foundation for a total of $30,000 over a period of
three years .

Staff Strategy
Level
Executive Staff
Senior Staff
Progra."'TIISupport Staff
Grand Total

Number of Staff
1
3
13
17

Total Funds
Number of Donors
$2,000
1
$1 ,000
2
$355
7
$3,955
10

S:\To be moved or tranferred\WINWORD\Tim\campaign\MCSC Strategy.doc

�Prepared by Rosalie Petrouske

Page I

8/7/2001

ConnectMichigan Alliance Campaign
Michigan Community Service Commission - Board Contributions
Name of Trustee
Donald L. Newport
Meg Smith
Raymond West
John Barfield
Christine Kwak
tMichelle Engler
tRuss Mawby

Gift/Piedee

Pat Ryan O'Day
f Arend Lubbers
t Robert Collier
Kari Pardoe
tTerry Pruitt

Total:
Total w/Lubbers factored in:

$23,750
(**$45,750)
$47,050

*Includes match from Kellogg Foundation for a total of $3,000.
*Includes a match from Kellogg Foundation (2:1) for a total of $30,000 over a period of
three years.
**With matching funds factored in.

t

serves on two or more boards

S:\To be moved or tranferred\WINWORD\Tim\campaign\MCSC CMA Board Contributions.doc

�Prepared by Rosalie Petrouske

Page 1

8/7/2001

ConnectMichigan Alliance Campaign
Michigan Community Service Commission - Staff Contributions
Name of Staff

Beth Barney
Kyle Caldwell
Mary Estrada
Jennifer Forbes
Michael Freeman
Tara Gilman
Mary Grill
Garry Gross
Bill Heuer
Paula Kaiser
Michelle Metzmaker
India Plough
Angelia Salas
Maria Santana
Kathie V asi lion
Jeanine Yard
Total:

Contribution
Yes
Yes
Yes
No
Yes
Yes
Yes
No
Yes
Yes
No
Yes
No
No
No
Yes
$3,955

S:\To be moved or tranferred\WINWORD\Tim\campaign\MCSC CMA StaffContributions.doc

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                    <text>Prepared by Kimberly Lane

Page 1

9/27/01

ConnectMichigan Alliance Campaign
Michigan Community Service Commission - Board Contributions
Name of Trustee
Donald L. Newport
Meg Smith
Raymond West
John Barfield
Christine Kwak
fMichelle Engler
|Russ Mawby
Pat Ryan O'Day
Nancy Lenz
fArend Lubbers
^Robert Collier
Kari Pardoe
fTerry Pruitt
Victor Begg
Matt Wesaw
Ethan Weinstock
Tom Watkins
Julie Fisher Cummings
Vivian Pickard
^
Total:
Total w/Lubbers factored in:

Gift/Pledge

$127,370
(**$148,070)
$149,370

*Includes match from Kellogg Foundation for a total of $3,000.
*Includes a match from Kellogg Foundation (2:1) for a total of $30,000 over a period of
three years.
**With matching funds factored in.
| serves on two or more boards

S:\CMA\Administration\DonorTracking\MCSC CMA Board Contributions.doc2.doc

�Prepared by Kimberly Lane

Page 1

9/27/01

ConnectMichigan Alliance Campaign
Michigan Community Service Commission - Staff Contributions
Name of Staff
Beth Barney
Ezra Bell
Kyle Caldwell
Mary Estrada
Jennifer Forbes
Michael Freeman
Tara Oilman
Mary Grill
Garry Gross
Bill Heuer
Paula Kaiser
Michelle Metzmaker
India Plough
Angelia Salas
Elizabeth Scully
Kathie Vasilion
Jeanine Yard

Total:

Contribution
Yes
No
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
No
Yes
No
Yes
No
Yes

$4,035

S:\CMA\Administration\Donor Tracking\MCSC CMA StaffContributions.doc2.doc

•^

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                    <text>STATE OF MICHIGAN

JOHN ENGLER, Governor

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

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

December 19,2001

Mr. John S. Lore.
Chief Executive Officer
ConnectMichigan Alliance
1048 Pierpont, Suite3
Lansing, Michigan 48911
Dear John:
Thank you for your interest in our AmeriCorps programming in Southeastern Michigan. We at
the Michigan Community Service Commission (MCSC) are particularly proud of the $1,885,000
investment we have made in the City Year Detroit (CYD) program over the past three years.
The MCSC has taken its commitment to CYD very seriously. In fact, the MCSC was the only
state service commission in the nation to fund a City Year program out of its formula allotment
for AmeriCorps programming from the Corporation for National and Community Service.
Formula funding is a capped amount of federal funding and is a precious resource for state
commissions. However, we felt that it was important to demonstrate our commitment to
Southeastern Michigan and to CYD.
MCSC's investment in CYD to date is second only to the unprecedented commitment of the
Kresge Foundation, which has provided challenge grant funds to build an endowment for CYD.
This will make CYD the only endowed City Year program in the nation.
I hope that this brief description provides you with some sense of our investment in CYD and
commitment to further strengthening the nonprofit sector in Detroit. Please contact me if you
have any further questions.
Sincerely,

Kyle Caldwell
Executive Director

bcc: Dorothy Johnson
William Richardson

�I MARY ESTRADA - Letter for John

From:
To:
Date:
Subject:

Kyle Caldwell
MARY ESTRADA
12/19/01 12:58PM
Letter for John

Mary,
Attached you will find a draft letter that I gave to John at his request. He may have some edits. Please
make them and get back to me for signature and distribution. The final letter should be addressed to John
and CC: to Dottie Johnson and Bill Richardson. Thanks. Kyle
Kyle Caldwell
Executive Director
Michigan Community Service Commission
1048Pierpont, Suite 4
Lansing, Michigan 48913
517-335-4295 fax 517-373-4977
email: caldwellk1@michigan.gov
web: michigan.gov
CC:

i:lorejohn@msu.edu

Pa9e 1

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                    <text>'l. 2./11

onnectM.
Cantpajgn

Tr·i-Chair·~

\ti,·lwllt• En:.dt·r·

.I uli&lt;' Fi,hn Cumminl!'

To:

\\ illiam C. Hi•·hard,on

Barbara Mieras, Stanley Caine, Eric Gilbertson, Juan Olivarez,
Arend D. Lubbers, Ed Blews

( :aml"'il!n Cahint•l
Etlll&gt;ll"&lt;l 0 . BIP\\'

From: Tim Swope, CMA Campaign Director
Amy Srilltter, Director, MCC

Caml~n

Blood11orlh

\onit• Bn·nnan
."tanll'~

Cc:

Michelle Engler, ConnectMichigan Campaign Chair
Julie Fisher Cumrillngs, ConnectMichigan Campaign Chair
William C. Ri.chardson, ConnectMichigan Campaign Chair
Sam Singh, President &amp; CEO, MNA
VKyle Caldwell, Executive Director, MCSC

P. Cain!'

Hi..lwnl Col••
Rollt'l'l Collit·r
\•·•·Ia l&gt;t'laJH'~
Da' id 0. E;rnt•r
Erif' H. Gilllt'rbnn
h.arla llall
Dorolh~

\. Jnlubon

Date: March 9, 2001

John Lon•
\n•nd D. l.uhh,.,.,

Re:

Hu,,,.IJ G.

ConnectMichigan Campaign - Fund Raising Plan for Member Campuses
and Presidents

'\hnd&gt;~

Barhant .\lil'ra\ndn•a F. \t•ll man
.Juan Oli•an·z

Attached please find a revised MCC Member Institutions Worksheet updated per
our conference call of March 8, 2001.

J ot•l Om,z
T&lt;' tT) Pruill
Judith Ann Hapanos
Pat1·ieia HP) nolds

If you have any questions, please contact Tim Swope at 1-888-242-7075 . Your
support on behalf of the ConnectMichigan Alliance Campaign is greatly
appreciated.

\nn e Hm,ewanw
Kathryn Ho,,ow
Pt•lt·•· St'!'chia
Diana • iegp•·

J nd)

T~

mo11 iPz

Connt&gt;r·l \ l i!"higan lilian•·•· P.O. Bo:~. 2200 I Lan,ing. Miehigan 48909-200cl • phont• 888-21-2- 7075 fal\ 51 7-2·11-:3869
Buildin;.... "In

A pa•·tnpJ·ship of: Michigan Campus Compael, Miehjgan Communil)

ll;.!lh1·nH1:-

and

111\t' ... llll!! 111

\hdti•Tilll (

unlrtltllllll ...

•••·•·iet' Commjssion, Mi..l1igan Nonp•·ofit _\ ssoeiation. Voluntee •· Cente1·s of Miehigan

�ConnectMichigan Alliance Campaign
MCC Member Institutions Worksheet
Institution

President

Adrian College

Stanley
Caine
Peter
Mitchell
Harold
Kolenbrander
Neils-Erik
Andreasen
Han·y
Knopke
Gay len
Byker
Michael Rao

Albion College
Alma College
Andrews
University
Aquinas College
Calvin College
Central Michigan
University
Davenport
UniversityWestern Region
Davenport
UniversityEastern Region
Eastern Michigan
University
Ferris State
University
Grand Rapids
Community
C::ollege

Barbara
Mieras

Suggested Pledge
Gift
5,000

Barb

5,000

Barb

5,000

Stan

5,000

Ed

5,000

Barb

5,000

Don

10,000

Eric

Contact

Comments

Ed to support

10,000

Julia Davis

5,000

Barb

Samuel
Kirkpatrick
William
Sederburg
Juan
Olivarez

10,000

Don

10,000

Eric

5,000

�Grand Valley
State University
Hope College
Jackson
Community
College
Kalamazoo
College
Kalamazoo
Valley
Community
College
Kirtland
Community
College
Lansing
Community
College
Madonna
University
Mary grove
College
Michigan State
University
Mid Michigan
Community
College
Northwood
_University

Arend
Lubbers
James
Bultman
Lee Howser

5,000

Stan

10,000

Juan

James Jones

5,000

Barb

Marilyn
Schlack

5,000

Juan

Charles
Rorie

5,000

Juan

Paula
Cunningham

5,000

Juan

Sr. Mary
Francilene

5,000

Ed

Glenda Price

5,000

Ed

M. Peter
McPherson
Ronald
Verch

10,000

Don

5,000

Juan

5,000

Eric

David Fry

10,000

Ed, Stan

Ed to support

�Stan
Olivet College

F. J. Talley

5,000

Saginaw Valley
State University
Saint Mary's
College
Siena Heights
University
University of
Michigan
University of
Michigan -Flint
University of
MichiganDearborn
Wayne State
University
Western
Michigan
University
William Tyndale
College

Eric
Gilbertson
Thaddeus
Radzilowski
Richard
Artman
Lee
Bollinger
Juan Mestas

10,000
5,000

Ed

5,000

Stan

10,000

Don

10,000

Eric

Daniel Little

10,000

Eric

Irvin Reid

10,000

Don

Elson Floyd

10,000

Don

James
McHann

5,000

Ed

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                    <text>C onnectMy/tdgan
Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings
William C. Richardson

December 3, 2002

Mr. James Barrett, CCE
President
Michigan Chamber of Commerce
600 South Walnut Street
Lansing, Michigan 48933
Dear James:
Dottie and I look forward to our conference call on Wednesday, December 1 1 at
2:30 p.m. In preparation for our meeting, I am sending you a descriptive
brochure articulating the goals of ConnectMichigan Alliance and the Endowment
Campaign. I am also enclosing a gift snapshot of Donors at the $10,000, and
more, level. Combined with the $10 million challenge from the State, this group
has contributed nearly $18,000,000.00 to date. As you will see from the list of
donors, the majority of gifts have come primarily from Foundations and
Individuals. We will be seeking your input on soliciting more corporate support.
We look forward to the opportunity to brainstorm with you.

Campaign Cabinet
Edward O. Blews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richard Cole
Robert Collier
Neeta Delaney
David 0. Egner
Eric R. Gilhertson
Karla Hall
Dorothy A. Johnson
John Lore
Arend D. Luhbers
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

Sincerely yours,

rotm . Lore
president and 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 Gift Snapshot
12/3/2002

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

Amount

State Match

Total with Match

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

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

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

$142,960.00

$142,960.00

$285,920.00

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

$17,785,460.00

�</text>
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                    <text>MICHIGAN ECONOMIC DEVELOPMENT CORPORATION

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3OO N. WASHINGTON SO.
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CUSTOMER AS$l£YAW&lt;:i«

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DATE
# OF PAGES (including cover sheet)

DELIVER TO

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COMPANY
FAX NUMBER

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PHONE NUMBER

FROM

Sabrina Keeley /^fcjL

DIVISION

Executive Office

FAX NUMBER

(517)241-4068

PHONE NUMBER

(517) 335-5883

REMARKS:

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MEDC BOARD OF DIRECTORS
Gov»rnor John Englor
General Chair
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PRESIDENT t, CEO
Doug Rolhwell
MISSION
The Michigan Economic Development
Corporation, a partnership between
the state and local communities,
promotes smart economic growth By
developing strategies and providing
sarvicas to create and retain 2000
joDs and a high quality of lite.

PUBLIC Af FAIRS
Jeff Mmon

CHIEF OPERATING OFFICER
Sabrina Henley

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Billie Wimmer
Managing Director

Jennifer Kopp
Director

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Evonti it Protocol

TRAVEL MICHIGAN

COMMUNITY
RELATIONS

E-MEDC
Doug Partis
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Tricia Tucdarnne

ADMINISTRATION
&amp; LEGAL AFFAIRS

Bob Filka
Cindy Ballard
Policy Director

Logaf Allaire

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LEGISLATIVE
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INITIATIVES

Mike Brady
Vice President
t General Counsel

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Policy
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Nicole Nyslram
Assistant Vice Pioslilmt

Financial Services
HUnUn H9BOUfC89
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CORPOftATE
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Kathlson Mochum
Assistant Vim Pwlfafl

BUSINESS
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EMERGING
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Kathy BlaKe

Michael Flnney

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DEVELOPMENT
David Jeup
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DEVELOPMENT
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Jeff Kacimarak
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�</text>
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                    <text>Board of Trustees

Michigan Nonprofit Association
"Serving Michigan's nonprofit sector for over a decade"

Justin King
Chair
Edward Blews
Chair-Elect
Karla Hall
Secretary

September 25, 2001

Anne ROSEWARNE
Immediate Past Chair

Tom Monaghan, CFRE
President
Monaghan Associates, Inc.
4024 Park East Court, Suite C
Kentwood, Michigan 49546

Russell Mawby
Chair Emeritus

Dear Tom:

David Seaman
Treasurer

Diana Algra
N. Charles Anderson
Benjamin Baldus
Carolyn Bloodworth
Delois Caldwell
Robert Collier
Neeta Delaney
Maggie DeSantis
Michael Flanagan
Suzanne Heath
Barbara Orr Hill
Sr. Monica-Kostielney
William Liebold
Jane Marshall
Ann Marston
Thomas Mathieu
Deborah Mikula
Judy Moore
Christopher Nelson
Howard Newman
Anne Petersen
David Price
Elyse Rogers
Dorothy Silk
Gerald Smith
Glenn Stevens
Ira Strumwasser
John Tropman
Steve Webster
Candyce Williams
Katherine Willis
Sam Singh
President and CEO

As we near the end of your contracted service to the ConnectMichigan Alliance
Campaign, I want to express thanks and appreciation to you and your staff on
behalf of the ConnectMichigan Alliance Board, the Campaign Leadership
Committee, and the four founding partners of the ConnectMichigan Alliance.
You are leaving us well-postured to successfully reach our $20 million goal..
John, Kyle, Tim and I recently met to discuss the transition to a staff-directed
campaign on October 1, 2001. We are confident in our abilities to move forward
the initiatives you have helped us establish. It is also reassuring that you are only
a telephone call away should we need further counsel.
Tom, besides an occasional discussion regarding campaign strategy, Monaghan
Associates has one more official duty to perform. When we reach our goal next
fall, you will have to celebrate with us the fruits of our collective labor. As you
well know, establishing a $20 million endowment in support of volunteerism and
service-learning is no insignificant accomplishment. In fact, it has never been
done before. Your counsel will be recognized as a key ingredient of the formula
for success.
Sincerely,

Sam Singh
President &amp; CEO
cc: John S. Lore

AN ALLIANCE TO PROMOTE GIVING, VOLUNTEERING AND A STRONG, EFFECTIVE NONPROFIT SECTOR IN MICHIGAN
1048 Pierpont, Suite 3 • Lansing, MI 48911 • Phone 517/492-2400 • Fax 517/492-2410
Toll Free 888/242-7075 (MI only) • Web Site http://www.mna.msu.edu

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                    <text>November 28, 2000
Call to Wm. White of C.S. Mott Foundation
Re: ConnectMichigan Alliance
$1 million Gift to Campaign
Monday, December 4, 2000
Phone Call
11:30 a.m. to 11:50 a.m.
FROM: Kyle Caldwell, Exec. Dir. MCSC

I.

PURPOSE

Mrs. Engler spoke to the Governor about making a thank you call to William White, President and CEO
of the C.S. Mott Foundation for his willingness to commit a $1 million pledge to the ConnectMichigan
Alliance Campaign (CMA)-a $20 million endowment campaign to strengthen service and volunteerism in
Michigan.
II.

BACKGROUND

Mrs. Engler made the request in her role as Co-chair of the ConnectMichigan Alliance (CMA) Campaign.
She asked that I contact you to ensure that the call is placed on the Governor's schedule.
The Governor's involvement started with the $10 million challenge grant he made to the campaign as part
of last year's budget supplemental. I, along with Mrs. Engler and others met with the Governor last year
about this initiative and he has been thoroughly briefed on the CMA (formerly known as the Alliance). A
copy of the case statement, organizational chart and brief description of the Alliance is attached.
Robert Collier initially approached Mr. White from the Council of Michigan Foundations on behalf of the
campaign, and he asked Mr. White to commit $1 million. He agreed and Rob, after gaining the approval
of Mrs. Engler, said that either Mrs. Engler or the Governor would follow up with a call after a written
proposal had been submitted. The proposal was submitted and has been received by the Foundation.
Mrs. Engler said that it would be better for the Governor to make the call to give the conversation and
consideration of the proposal higher status given that $1 million is a leadership gift to the campaign.
The call should be made this week (11/27- 12/1) or the beginning of next week (12/4-12/5) as the C.S.
Mott Foundation Board of Trustees will meet on December 6, 2000 to consider and hopefully fund the
proposal. A call from the Governor would transmit to the Board, just how committed the State of
Michigan is to this endeavor and give the proposal more significance.
III.

PARTICIPANTS

Mr. White's assistant's name is Ms. Jean Simi and the number at the Foundation is 810-238-5651.
If you have any questions or would like a formal briefing prepared, please call me any time on my cell
phone at 517-404-9775, office direct line at 517-335-1013 or at home at 616-349-8987. My email is
caldwellkl@state.mi.us

�IV.

PRESS PLAN
N/A

V.

REMARKS
No formal remarks are expected.

VI.

EVENT SCENARIO

The Governor might want to inform Mr. White that he (the Governor) understands that there was a $ 1
million grant proposal submitted to his office and that it had been assigned to his executive assistant,
Kevin F. Walker on November 7, 2000 and that the Governor would greatly appreciate the C.S. Mott
Foundation's participation in the campaign.
This $1 million contribution would be matched by SI million in state funding as part of a S10 million
challenge grant. The funds ($10 million from the private sector and $10 million from the state) will be
housed in an endowment at the Capital Region Community Foundation and will support the programs and
activities of the state's premiere volunteer support programs including: Volunteer Centers of Michigan,
Michigan Campus Compact, America's Promise: The Alliance for Youth, Make A Difference Day and
the Volunteer Recognition Clearinghouse.
It is vital to the campaign that the largest foundations in the State of Michigan commit lead gifts of at
least $ 1 million.
As an update to the Governor on the Campaign, the W.K. Kellogg Foundation has committed $1 million
to the campaign and its CEO, Wm. Richardson has agreed to co-chair the campaign along with Mrs.
Engler and Mrs. Julie Fisher Cummings.
Dr. Russell G. Mawby (in his capacity as Chair of the MCSC) called Mr. White Wednesday, November
29, 2000 to give him a "heads up" that the Governor would be calling.

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                    <text>1Uf ~C!l

ConnectM' higan
zooz L o ~ntw
Campaign Tri-Chairs
Michelle Engler
Juli e Fisher Cummings
William C. Ri chardso n

March 7, 2002

Campaign Cabinet

Mr. Elan Garonzik
Program Officer
Charles Stewart Mott Foundation
1200 Mott Foundation Boulevard
Flint, Michigan 48502-1851

Edward 0 . Blews
Ca r olyn Bloodworth
Nonie Brenn an
Sta nl ey P. Caine
Richard Cole
Robert CoUi er
Neeta Delaney
David 0. Egner

Dear Elan:

Eric R . Gilbertso n

CormectMichigan Alliance (CMA) is requesting a grant from the Charles Stewart
Mott Foundation and the W.K. Kellogg 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 Charles Stewart Mott Foundation is $125,000.00 in the year
2002 and $125,000.00 in the year 2003 . An equal amount has been awarded by
the W .K. Kellogg 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 of2001), which has been pushed back to July of2002.
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 this
support from the Charles Stewart Mott Foundation.

Karla Ha ll
Doroth y A. John son
J ohn Lore
A•·end D. Lubber
Ru se ll G. Mawby
Barba1·a Miera s
And•·ea F. Newman
Ju a n Olivarez
J oel Oro z
Te1-ry Pruitt
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewa rne
Kathryn Rossow
P e ter Secchi a
Diana Sieger
Glenn D. Steil
Judy Tymowicz

The monies received from the Charles Stewart Mott and W.K. Kellogg
Foundations will allow us to complete the fundraising and match the $10 million
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.

Connec t Mi chigan Alli an ce P.O. Box 22004 Lansin g, Mi chiga n 48909-2004 • p hone 888-242-7075 (ax 517-241-3869

A partne r ship of: Michiga n Ca mpus

Building,

t•·ength en in g an d !nve ·tin g in Michiga n Communi li o·s

ompact , Mi chi ga n Com munity ervice Co mmission , Mi chi gan

onprofi t As ocia tion , Volunteer Cente•·s of Michigan

�Mr. Elan Garonzik
Page 2
March 7, 2002
CMA 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 schoo Is 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 Volunteerisrn, 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

�Mr. Elan Garonzik
Page 3
March 7, 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 ofMichigan 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

�Mr. Elan Garonzik
Page 4
March 7, 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 CMA endowment was created to provide resources for innovative
grantrnaking, 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 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.

Enclosures
cc:
Kyle Caldwell, Michigan Community Service Commission
Sam Singh, Michigan Nonprofit Association

�CONNECTMICHIGAN ALLIANCE
5 YEAR BUDGET PROJECTION

ACCOUNT NAME

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

Start-up Year

Year Two

Year Three

Year Four

Year Five

2001-2002

2002-2003

2003-2004

2004-2005

2005-2006

Budget

Budget

Budget

Budget

Budget

0
384,000
206,315
54,930
41,250
123,250
5,975
5,000
2,000
0
$822,720

0
379,398
73,969
28,155
42,488
126,948
6,154
5,150
2,060
0
$664,321

0
635,107
116,188
0
43,762
130,756
6,339
5,305
2,122
0
$939,579

0
766,572
118,474
0
45,075
134,679
6,529
25,464
2,185
0
$1,098,978

0
913,763
122,028
0
46,427
138,719
6,725
26,228
2,251
0
$1,256,141

EXPENSE
Salaries
Benefits
liability Insurance
Contract Services
Office Supplies
Copying
Printing/Publishing
Su bscri ptions/Publ i cat.
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
6,250
85,500
0
72,690
42,554
180,930
1,700

335,242
105,854
2,060
135,735
8,802
9,732
· 8,7oo
1,500
22,170
8,405
16,410
7,060
0
0
6,438
130,715
200
69,231
49,825
69,155
1,751

GRAND TOTAL- EXP.

$969,712

$988,984

REVENUE LESS EXP.

($146,992)1

($324,663)1

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
6,631
131,713 .
206
69,231
51,320
42,230
1,804
$933,261
$6,3181

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
6,830
131,713
212
69,231
52,909
43,497
1,858
$1,083,204
$15,7731

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
131,713
219
69,231
52,909
44,836
1,913
$1,115,334
$140,8071

�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 ofMichigan.

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 ofMichigan.

Consulting

5,975 Consulting opportunities ·anticipated for the Volunteer Centers
ofMichigan 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 of2001, 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 4 1h, 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
serv1ces.

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

Technology Expenses

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

Furniture I Equipment
Program Supplies
Occupancy

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 The cost of advertising for new employment opportunities.

------'---

$969,712

I ($146,992) I

�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 Grants(new) : 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 ofMichigan. 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) FfE' 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) FfE's with a cost of living increase of3 % . In July of the fourth
year, a full-time Sp~cial Events Coordinator for the Detroit Area and an Administrative Assistant
is budgeted to start. This brings the total to ten (10) FfE's for the follrth 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 FfE 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 FfE in ~etroit.
Printing I 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 FfE in
Detroit.
Subscriptions/Publications: Subscriptions and publications anticipated each year with a 3%
increase in costs.
Organization Dues: National Campus Comp·act 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 anticipateQ with a 3% increase from year to year.
Additional costs anticipated the fourth year for the costs associated with the FfE 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 FfE 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.

�INTERNAL REVENUE SERVICE
P. 0. BOX 2508
CINCINNATI, OH 45201
Date:

JUN 0 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 11,2000
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 50l(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 1n 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 or~anization, we will classify you as a section 509(a) (1) or 509(a) (2) organizat1on 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 per1od, 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 reguired information within the 90 days, grantors and
contributors may cont1nue to rely on the advance determination until we make
Letter 1045 (DO/CG)

�-2-

CONNECTMICHIGAN ALLIANCE
a final determination of your foundation status.
If we publish a notice in the Internal Revenue Bulletin stating that we
will no longer treat you as a publicly supported organization, grantors and
contributors may not rely on this determination after the date we publish the
notice.
In addltion, if you lose your status as a publicly supported organization , and a grantor or contributor was responsible for, or was aware of, the
act or failure to act , that resulted in your loss of such status, that person
may not rely on this determination from the date of the act or failure to act.
Also, if a grantor or contributor learned that we had given notice that you
would be removed from c lassification as a publicly supported organization, then
that person may not rely on this determination as of the date he or she
acquired such knowledge.
If you change your sources of support, your purposes, character, or method
of operation , please let us know so we can consider the effect of the change on
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, 1984, you are liable for social security taxes under
the Federal Insurance Contributions Act on amounts of $100 or more you pay to
each of your employees during a calendar year. You are not liable for the tax
imposed under the Federal Unemployment Tax Act (FUTA) .
Organizati ons that are not private foundations are not subject to the private foundation excise taxes under Chapter 42 of the Internal Revenue Code.
However, you are not automatically exempt from other federal excise taxes . If
·you have any questions about excise, employment , or other federal taxes, please
let us know.
Donors may deduct contributions to you as ~rovided in section 170 of the
Internal Revenue Code. Be~ests, legacies, devlses, transfers, or gifts to you
or for your use are deductlble for Federal estate and gift tax purposes if they
meet the applic a ble provi sions of sections 2055, 2106, and 2522 of the Code.
Donors may deduct contributions to you only to the extent that their
contributions are gifts, with no consideration received. Ticket purchases and
similar payment s in conjunction with fundraising events may not necessarily
qualify as dedu ctible contributions, dependin$ on the circumstances. Revenue
Ruling 67-246, published in Cumulative Bulletln 1967-2, on page 104, gives
guidelines regarding when taxpayers may deduct payments for admission to, or
other participation in, f undraising activities for charity.
Contributions to you are deductible by donors beginning October 11,2000.
You are not required to file Form 990, Return of Organization Exempt From
Income Tax, if your gross recei~ts each year are normally $25,000 or less.
If
you receive a Form 990 package ln the mall, simply attach the label ~rovided,
check t he box in the heading to indicate that your annual gross recelpts are
normally $25,000 or less, and sign the return. Because you will be treated as
Letter 1045 (DO/CG)

�-3-

CONNECTMICHIGAN ALLIANCE
a public charity for return filing purposes during your entire advance ruling
period, you should file Form 990 for each year in ¥our advance ruling period
that you exceed the $25,000 filing threshold even Lf your sources of support
do not satisfy the public support test specified in the heading of this letter.
If a return is required, it must be filed by the 15th day of the fifth
month after the end of your annual accounting period. A penalty of $20 a day
is charged when a return is filed late, unless there is reasonable cause for
the delay. However, the maximum penalty charged cannot exceed $10,000 or
5 percent of your gross recei~ts for the year, whichever is less. For
organizations with gross rece1pts exceeding $1,000,000 in any year, the penalty
is $100 per day per return, unless there is reasonable cause for the delay.
The maximum penalty for an organization with gross receipts exceeding
$1,000,000 shall not exceed $50,000. This penalty may also be charged if a
return is not complete.
So, please be sure your return is complete before you
file it.
You are not required to file federal income tax returns unless you are
subject to the tax on unrelated business income under section 511 of the Code.
If you are subject to this tax, you must file an income tax return on Form
990-T , Exempt Organization Business Income 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, available 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 available for public inspection your exemption application,
any supporting documents, and your exemption letter. Copies of these
documents are also required to be provided to any individual upon written or in
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.
In accordance with section 508(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 501(c) (3) of the Code. To assure your continued
exemption, you should keep records to show that funds are spent only for those
purposes.
If you distribute funds to other organizations, your records should
show whether they are exempt under section 501(c) (3).
In cases where the
Letter 1045

(DO/CG)

�-4-

CONNECTMICHIGAN ALLIANCE
recipient organization is not exempt under section SOl(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,
addendum enclosed is an integral part of this letter.

the

Because this letter could help us resolve any questions about your exempt
status and foundation status, you should keep it 1n ·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)

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                    <text>PEMSKE
Corporation
PAUL F. WALTERS
Executive Vice President
Administration

£

October 14, 2002

Mrs. Michelle Engler
Connect Michigan Alliance
1048 Pierpont, Ste. 3
Lansing, Ml 48911
Re:

Connect Michigan Alliance

Dear Mrs. Engler,
Roger Penske asked that I respond to your letter requesting
our participation in the Connect Michigan Campaign. In discussions
with Kate Sperti we indicated that we would be pleased to support
the Campaign in the amount of $20,000 to be paid in three
increments; $7,000 in November of 2002 and 2003; and $6,000 in
November of 2004.
We hope this donation assists in your goal to obtain the
state's challenge grant for this worthy cause. The work of non-profits
throughout our state continues to be a valuable asset in the success
of many important community programs. All our best for the success
of the Campaign.
§mcerely,

PENSKE CORPORATION / 2555 TELEGRAPH ROAD / BLOOMFIELD HILLS, MICHIGAN 48302-0954
TELEPHONE: 248-648-2120 / FAX: 248-648-2125

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

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

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

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

2.

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

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

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

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

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

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

Step Two:

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

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

I.)

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

2.)

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

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

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

4.)

Has the firm worked in similar sized communities?

5.)

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

6.)

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

7.)

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

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

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

Step Four:

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

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

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

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

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

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                    <text>Qriichavd and Q?Ce/&amp;n ~De ye

October 24, 2001

Mr. John Lore
President/CEO
Connect Michigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear Mr. Lore:
Thank you for your inquiry of September 4, 2001 regarding a donation from the Richard
and Helen DeVos Foundation. The Foundation focuses its giving on both Christian
ministries and local organizations that build community. 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 Michigan 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,

Ginny Vander Hart
Foundation Director
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1048 Pierpont, Ste. 4
Lansing, Michigan 48911
(517) 335-4295 Main Line (517) 241-3869 FAX
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                    <text>Conner tMy^higan
September 4, 2001
Campaign Tri-(Jiairs
Michelle Fn&lt;ilcr
J u l i e Fisher Cummings
\ \ i l l i a n i C . Richardson

Mr. Richard DeVos
RDV Corporation
126 Ottawa NW
Grand Rapids, Michigan 49503

Campaign Cabinet
Edward O. BlewCarolyn Bloodworth
ISonie Brennan

Dear Rich:
Thank you so much for your interest in the ConnectMichigan Alliance, Michigan's vision
for institutionalizing support for our state's volunteers. As we have discussed, the ConnectMichigan
Alliance is a new public/private partnership being viewed as a national model for its new way of
doing business in the nonprofit sector.
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 community problems, the ConnectMichigan Alliance partners the private sector
with government to provide communities with the resources, technical assistance and long-term
support to volunteers who help address our 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.
As you know, Michigan has a long history and tradition of creating innovative community
solutions through public/private initiatives. Ours was one of the first states to create a state
commission on service and volunteerism—the Michigan Community Service Commission.
Michigan is the home to other nationally recognized firsts: forming a statewide nonprofit
association, a coalition of higher education institutions that view service as an important part of
campus life, and a trade association of volunteer centers—clearinghouses for volunteers and
volunteer opportunities. Each of these organizations is coming together in a unique way through the
ConnectMichigan Alliance.

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. Mavvby
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

A proposal requesting $500,000 in financial support is attached and additional resource
materials have been provided for your convenience. Your contribution will be part of a $20 million
endowment designed to support the work of the ConnectMichigan Alliance. Because of the support
demonstrated by the Governor and Michigan Legislature, your contribution will be matched, dollarfor-dollar, by the State of Michigan.
Thank you again for your willingness to support the ConnectMichigan Alliance. If you have
any questions please feel free to contact me.
ith warmest regards,

whelle Engler
Enclosures

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

A partnership of: Michigan Campus Compact, Michigan Community Service Commission, Michigan Nonprofit Association, Volunteer Centers of Michigan

�Grant Request
Date:

September 4, 2001

Applicant:

ConnectMichigan Alliance
John S. Lore, Ed.D., President &amp; CEO

Address:

1048 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 ConnectMichigan Alliance (an innovative joint venture
between the state's premiere nonprofit support organizations) will focus its energies on
strengthening Michigan's volunteer infrastructure by providing training and technical
assistance, developing resources and promoting best practices. These goals will be met
by:
•

•

•

•

Providing access to one or more of the state's nearly 40 volunteer center for
every Michigan resident. Currently, 85% of Michigan's communities are
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 communities to address their
local challenges.

Background:

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 the state's volunteer
infrastructure by forming the ConnectMichigan Alliance. Led by former CEO of the
Sisters of St. 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 dollar-for-dollar no later than November of 2002.

Payment:

Funds designated for the ConnectMichigan Alliance Endowment Campaign should be forwarded
to the Capital Region Community Foundation, 6035 Executive Drive, Suite 104
Lansing, MI 48911.

Date

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                    <text>ConnectMy/tiigan
April 12, 2002
Campaign Tri-Chairs

Mr. Richard DeVos
RDV Corporation
126 Ottawa NW
Grand Rapids, Michigan 49503

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

Dear Rich:
Pete Secchia has informed me that you may reconsider our original
proposal. John and I thought that a report on our progress towards leveraging the
state's $10 million match in creating a $20 million endowment fund might be
useful in your deliberations.
As of today, ConnectMichigan Alliance (CMA) has realized over $7
million of its $10 million goal. Last week we received a major boost to the
campaign as The Kresge Foundation pledged a $1 million challenge grant to raise
the remaining $3.4 million. We expect favorable responses regarding at least two
other major requests in the next sixty days. John met with General Motors last
week and we are hopeful.
There are four geographic regions to the CMA campaign. We have every
indication at this point that we will reach our campaign goals in Southeastern
Michigan, Midland and out-state communities. Your favorable disposition to
CMA's request would be very timely as several requests are currently under
consideration in West Michigan.
An updated version of CMA's original proposal is attached. Your support
will be part of a $20 million endowment supporting volunteerism and service
throughout the state. Because of the state commitment, your contribution will be
matched, dollar-for-dollar, by the State of Michigan. Your support will also help
to leverage the $1 million challenge grant from The Kresge Foundation.

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

Thank you again for your willingness to reconsider support for CMA.
Please fe~eTfree to call me if you have any questions. My home phone number is
(517)373-8323.
ith warmest regards,

Enclosures

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

�Grant Request
Date: April 12, 2002
Applicant: ConnectMichigan Alliance
John S. Lore, President and CEO
Amount
Requested: $500,000
Summary: CMA 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 four founding partners; Michigan Campus Compact; Michigan
Community Service Commission; Michigan Nonprofit Association; and Volunteer Centers of Michigan, to permanently sustain
and expand the "volunteer infrastructure" for which Michigan is known and heralded. 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:
•
•
•
•

Increasing access to training and technical assistance necessary to build the capacity of local nonprofits to address
communities' social, charitable, economic, cultural, educational, faith-based, and civic needs;
Increasing grant opportunities to engage more citizens in volunteerism and service;
Maximizing public 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.

Local Impact: CMA creates a more comprehensive and collaborative approach to community building, improving the ability
of West-Michigan nonprofit and public organizations and institutions to address local needs. As a partner in local initiatives,
CMA is not prescriptive in the application of its resources. Local nonprofits identify community needs and access and apply
CMA programs and services in a manner that best serves the West-Michigan area. In West Michigan, CMA will work closely
with the Heart of West Michigan Volunteer Center, Aquinas College, Davenport University, Calvin College, Grand Rapids
Community College, Grand Valley State University, local school districts such as Grand Rapids Public Schools, and the Grand
Rapids Community Foundation. These collaborative partnerships will ensure CMA programs and services enhance the capacity
of local nonprofit organizations that contribute significantly to improving the quality in West Michigan. The following
illustrate CMA's direct impact on West Michigan
•
•
•
•
•
•
•

Nonprofit organizations will have more skilled and dedicated volunteers and board members because of increased access to
regional professional development workshops and seminars.
The Heart of West Michigan Volunteer Center will increase its organizational capacity to provide universal access for every
local citizen to serve.
Nonprofit organizations will have access to resources necessary to convene local partners in the development of marketspecific programming that encourages youth volunteerism, family volunteerism, rural business volunteer councils, and
urban corporate volunteer councils.
Thousands of local 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 are tied to "real-life" experiences.
Michigan Campus Compact (MCC) will increase service-learning and civic engagement programming to reach all West
Michigan institutions of higher education. This programming will involve thousands of students in local volunteer
activities throughout the community.
Nonprofit 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.
Nonprofit 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 West Michigan.

Funding: In June 2000, Governor Engler and the Michigan Legislature provided a challenge grant for the CMA Endowment.
This grant provides up to $10 million that must be matched dollar-for-dollar by November 2002. The CMA Endowment Fund
is managed by the Capital Region Community Foundation, 6053 Executive Drive, Suite 104, Lansing, MI 48911.

Date

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                    <text>May 22, 2002

Mr. John 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 continue its support of the Connect
Michigan Alliance. Enclosed is an additional gift of $75,000 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 #002073
cc: Ginny Vander Hart
Foundation Director

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

500 (jfrand 'Q&amp;wnA ^aMvnp, 12ff ^ttcwm &amp;tfw&gt;nue, Q^W, (j^vcmJ 'Sfta/uds,, odfactyaM M503 ff16-b5tt-l&gt;m

�WOLVERINE
FtocWbri Ml 19351 -61 6-866-5500

May 20, 2002

Peter F. Secchia
Connect Michigan Alliance
PO Box 22004
Lansing, MI 48909-2004
Dear Mr. Secchia:
I am pleased to enclose the Wolverine World Wide Foundation's check in the amount of
$5,000 made payable to Connect Michigan Alliance as a contribution to the Connect
Michigan Campaign. This is the first installment of our $25,000 pledge for 2002 - 2006.
Sincerely,

Robert J. Sedrowski
Chairman
Wolverine World Wide Foundation
PJS/bc

�THE CHARLES J. STROSACKER FOUNDATION
P.O. BOX 471

MIDLAND, MICHIGAN 48640-0471

May 14, 2002

Ms. Michelle Engler
First Lady of Michigan
Connect Michigan Alliance
P. O. Box 22004
Lansing, MI 48909-2004
Dear Ms. Engler:
We are pleased to advise you that a grant of $12,500 was approved at our 5/8/2002 Board
of Trustees meeting. These funds are designated for the Connect Michigan Campaign.
This grant will be paid on the following schedule:
December, 2002

$12,500

We extend our best wishes to you for continued success and look forward to hearing
about your accomplishments during the year. It is a pleasure to be among your current
supporters.
Sincerely,

Bobbie N. Arnold
Executive Vice President
BNA/mlc
Conned MI052W.&gt;2.cluc

�JUN 0 3 2002
FREDERICK S. UPTON FOUNDATION
100 RIDGEWAY
SAINT JOSEPH, MICHIGAN 49085
(616) 982-1905
(616) 982-0323 FAX

May 28, 2002
Mr. John S. Lore
President and CEO
ConnectMichigan Alliance
1048Pierpont, Suite 3
Lansing, Michigan 48911
Dear Mr. Lore:
At our Foundation Meeting today, the Trustees approved a grant in the
amount of $5,000 to help match the challenge grant issued by the
State of Michigan.
The enclosed Agreement Form sets forth the terms and conditions
pertaining to the payment of this grant. If this document is acceptable
to you, please sign and date one copy of the form and return it to the
Foundation. The second copy is for your records.
As soon as we receive your signed Agreement, a check will be sent to
you in payment of this grant.
Please note also that a Grantee Evaluation Report (copy enclosed)
must be submitted to the Foundation on or before the due date of
May 28, 2003.
Best wishes, and we look forward to hearing from you!
Very truly yours,

/

SEU:Q
Encl.

Stephen E. Upton
Chairman
Board of Trustees

�ROLLIN M. GERSTACKER FOUNDATION
P.O. BOX 1946
MIDLAND, MICHIGAN 48641-1945

May 14, 2002

Mrs. Michelle Engler
First Lady of Michigan
Connect Michigan Alliance
P.O. Box 22004
Lansing, Ml 48909-2004

Dear Mrs. Engler:
Preliminary discussion was held regarding support of the Connect
Michigan Campaign at our May trustee meeting.
Our trustee, Senator Bill Schuette, was asked to present more information
regarding your proposal at our next meeting to be held in September, at
which time further consideration will be given to providing support.
Sincerely,

E. N. Brandt
Vice President
cc: Bill Schuette

�HAWORTH'

May 24, 2002

First Lady Michelle Engler
Campaign Tri-Chair
Connect Michigan Alliance
P.O. Box 22004
Lansing Ml 48909-2004
Dear First Lady Engler:
The Haworth Corporate Contributions Committee meeting was held recently to review
requests for donations. We carefully considered your recent request to help to
establish a $20 million endowment fund with a $50,000 contribution from Haworth.
We are sympathetic to your needs. However, we regret that we cannot respond
favorably at this time as we receive many more requests for contributions than we can
hope to satisfy. Because our main focus is education, we have given considerably in
this area and are sorry we cannot support your request. We would like to be in a
financial position to assist all requests within our focus. But our resources are limited.
Many worthy requests must thus be declined simply because funds to accept them are
not available.
Best wishes to you as you continue to provide vital support to the Connect Michigan
Alliance and pursue new sponsors.
Sincerely,
HAWORTH, INC.

Virgin M. Conklin, CPS
Corporate Contributions Coordinator

Haworth, Inc. One Haworth Center
Holland, Michigan 49423-9576 USA
Tel. (616)393-3000 Fax (616)393-1570

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                    <text>C onnectMy/tiigan
Campaign Tri-Chairs
Michelle Engler
Julie Fisher Cummings
William C. Richardson

May 15,2002

Mr. and Mrs. Richard DeVos
The Richard and Helen DeVos Foundation
500 Grand Bank Building
126 Ottawa Avenue NW
Grand Rapids, Michigan 49503
Dear Helen and Rich:
On behalf of the ConnectMichigan Alliance, I want to thank you and the
Richard and Helen DeVos Foundation for the generous gift of $25,000.
Your gift is eligible for a 100 percent match from a $10 million challenge
grant issued by the State of Michigan. This means it triggers the immediate
deposit of a matching gift equal to the entire amount of your gift into the
ConnectMichigan Alliance permanent endowment fund held at the Capital Region
Community Foundation.
Your support for the ConnectMichigan Alliance Campaign ensures the
strength and stability of 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
sustains and expands the "volunteer infrastructure" for which Michigan is known
and heralded.

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

Thank_you for all that you do for your community and our state.
farm regards,

Michelle Engler
First Lady of Michigan

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>ROCKFORD

CONSTRUCTION
COMPANY, INC.
General Contractors/Construction Managers

January 21,2002

Mrs. Michelle Engler
Connect Michigan Campaign
PO Box 22004
Lansing, Ml 48909-2004
Dear Michelle:
I have received your request on behalf of the Connect Michigan Campaign. We
at Rockford Construction, and Chris and I personally, are in the process of
completing all the commitments we have made to the various charities in need
here in West Michigan. At this time, we have not completed where we stand
financially. It is no secret that there is no shortage of places to put our funds and
we have made major commitments to Ferris State University, Aquinas College
Scholarship Fund, God's Kitchen, Henry Street Elementary School, Juvenile
Diabetes Foundation, as well as many others and do not want to make any
commitments we can not keep. We should have everything finalized around
April 15, 2002. At that point, we will have an opportunity to revisit this request.
In the meantime, thank you for all the support you and John give to the State of
Michigan. I look forward to chatting with you in the future.
Respectfully,
Rockford Construction Company, Inc.

John X Wheeler
CEO
JJW/bw
Cc:

Governor John Engler
Mr. Peter Secchia, West Michigan Co-Chair
Ms. Diana Sieger, West Michigan Co-Chair

8165 Graphic Drive, NE • Belmont, MI 49306
Phone 616 866-6933 • FAX 616 866-5262

�Bank One, Michigan
MI28854
200 Ottawa Avenue N.W.
Grand Rapids, MI 49503-2468

Id
fax

6167717409
6167717092

BANK=ONE

January 24, 2002
Ms. Michelle Engler
Connect Michigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear Ms. Engler:
We at Bank One recognize that strong communities create vibrant living and healthy business environments for all of
us. Agencies that receive our support, therefore, enrich our local communities by making them safer and more
prosperous places in which to live, work and grow. We are proud to help perpetuate West Michigan's quality of life
through our support of education; community development and housing; health and human services; culture and arts;
and civic and community programs.
Bank One's local Corporate Contributions Committee has recently reviewed your request for a $150,000 grant for the
CMA along with proposals of many other organizations. We looked at the requests based on our Corporate
Contributions Guidelines, our previous mix of gifts to the community, and apparent need. While Committee members
value your commitment to local non-profits and volunteer programs, we regret we are unable to support your request as
our guidelines preclude support for endowment funds.
As always, please call me at (616) 771-7409 if you have questions. Best wishes for a successful campaign.
Sincerely,

Ruth J. Vis
Vice President
Public Affairs

�600 RENAISSANCE CKYIT.K

The Skillman

Si TIT. 1700

DKTHOIT, M I U I K ; v\3
DlKKCF: (313) 393-1 163
FAX: (313)393-1187

KAKI SniLACHTENiurFEN PRESIDENT &amp; SECRETARY
January 23, 2002
Dr. John Lore, President and CEO
Connect Michigan Alliance
1048 Peirpont, Suite 3
Lansing, Michigan 48911
Dear John:
It was good to meet with you on December 11, 2001 about the Connect Michigan
Alliance project. Congratulations on your new venture. I appreciated the opportunity to learn
more about the current status of Connect Michigan Alliance. I promised to get back to you as to
whether this project may fit within the Foundation's geographic and programmatic missions and
therefore be considered by the Foundation. You identified the Learning to Give component of the
Connect Michigan Alliance, in partnership with the Council of Michigan Foundations, as the
component most closely aligned with the programmatic and geographic missions of The Skillman
Foundation.
After an in-depth review the project as outlined in your Joint Venture Proposal, including
review by the program staff of the Foundation, I regret to say that the proposed project does not
fit within the Foundation's mission. Although the Learning to Give curriculum is an organized
way for young people to learn about philanthropy, the Foundation does not support curriculum
development or promotion of a specific curriculum. Our school reform initiatives under the
Learning Opportunities program area of interest are aimed at improving student achievement
through school-wide and district-wide systemic reforms. Chief among these initiatives are the
Comer Schools and Families Initiative with the Detroit Public Schools and the Schools for the
21st Century initiative. Further, the Foundation's geographic focus generally precludes grants to
organizations outside the tri-county area of Wayne, Oakland and Macomb counties, even for
programs that will be implemented in this area. In this case, the applicant organization is located
in Lansing. Finally, the Foundation also does not make grants for endowments and the request is
for an endowment.
The Skillman Foundation wishes you and the Connect Michigan Alliance project all
success in raising the necessary funds to meet the challenge grant. We regret that we are not able
to support all of the terrific projects that impact children and youth that are presented to the
Foundation, especially projects led by such highly effective staff and volunteers as the Connect
Michigan Alliance.
Please do not hesitate to contact me if you have any questions or concerns.
Sincerely,

Kari Schlachtenhaufen
President

�</text>
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                <text>&lt;a href="https://gvsu.lyrasistechnology.org/repositories/2/resources/515"&gt;Our State of Generosity collection, JCPA-04&lt;/a&gt;</text>
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                    <text>Sebastian Foundation
3333 Evergreen Dr. NE, Suite 110
Grand Rapids, Ml 49525-9756
Phone: 616-361-1966
Fax: 616-361-0830

January 3, 2002

John S. Lore
President and CEO
ConnectMichigan Alliance
P.O. Box 22004
Lansing, Ml 48909-2004

Dear Mr. Lore:
The trustees of the Sebastian Foundation have reviewed and declined your
request for $75,000 for the ConnectMichigan Campaign.
We wish you success in your fundraising efforts.

Sincerely,

Linda L. Jones

�</text>
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                    <text>ConnectMichigan Alliance Gift Snapshot
12/4/2001

Gifts^and'PTedges of $25,000 or more
Charles Stewart Mott Foundation
W.K. Kellogg Foundation
H&amp;G Dow
DTE
Comerica
McGregor Foundation
Hudson-Webber Foundation
Peter D. and Julie F. Cummings
Fremont Community Foundation
Frey Foundation
Whitney Foundation
Grand Rapids Community Foundation
Battle Creek Community Foundation
Capital Region eommunityTourtdation
_^^C

..

_*•

i

»iC*~&lt;*v^ vjj-vivctj ft3&lt;&gt;'A&gt;u£VriOk*-&gt;'

$1,000,000.00
$1,000,000.00
$1,000,000.00
$350,000.00
$150,000.00
$150,000.00
$100,000.00
$100,000.00
$50,000.00
$50,000.00
$50,000.00
$50,000.00
$30,000.00
$25,000.00

^~

QtherMscfillanp-nns Gifts

TOTAL:

Amount

^^
— ^^
^\ t °
* **

$i,ooo,ooo.ooj '
$1,000,000.00*
$150,000.001'
$100,000.001^
$100,000.00* ^
$75,000.00* '

Major Gift Cultivations

Prospects-$50,000+

Dow Chemical
Dow Corning
General Motors
Skillman Foundation

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

x~~\

*

/ ••

wl^^

\^

/

a

**

/ ^-^

/

/

/ i&amp;fr- A^-*

\^s

t} M
'&amp;! T^ /o^T^x^o Oy/ ( /
/

Total:

$1, 000,000.00* '

Daimler Chrysler
Ford Motor Company Fund
Kresge Foundation
Community Foundation for Southeastern Michigan
Wege Foundation
Kalamazoo Comm. Foundation
Sebastian Foundation

- -"^$277,185.00

$4,382,185.00

Amount

Requests of $25,000 or more

*

, x- /r

wi\(/

&lt;7

!\nit

ft,

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(\\Arr~~~ A/7*\

h

^(L

(£&gt;(\f\N£&gt;/

f^ZTfl /?

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$3,425,000.00

$7,807,185.00

VV\PG]

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S:\CMA\CAMPAIGN\CampaignAdmi\istra1

Total gifts, pledges and requests if granted: $ 7,807,185.00

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                    <text>EMORANDUM

FROM:

Peter F. Secchia
2801 East Beltline, NE
Grand Rapids, Ml 49525
616-365-1200 phone; 616-365-0060 fax

TO:

John Lore - President &amp; CEO of Connect Michigan

COPY:

Michelle Engler, Diana Sieger

DATE:

December 6, 2001

SUBJECT:

"Efficiency"

I enjoyed meeting you Tuesday and must say that you seem to have a "grasp" of the issues
facing "Connect Michigan." Thank you for the efforts that you are putting forth. This
project will be a success.
After I left the meeting, I did those tasks that we agreed that I would do, and now I look
forward to receiving my copies of the letters "from Michelle."
I am copying her on this memo because I want her to hear what I said to you in the
meeting. I.e.: "Michelle is a sweetheart and will probably try to soften any "hit" letter that
you want to write. However, try to make it emphatic that if this is important to her and
John, her emphasis will make a difference. Everybody loves Michelle."
That being said, some of the notes that I sent out to the "potentials" will be copied to you in
a "BCC" form. The personal notes telling them to hit the hip, and/or to match another's
gift, is best between them and me.
I look toward the opportunity to go forward under your leadership. Merry Christmas and
Happy New Year to your family.

1

�fa~
\
/

\1/
G-:

(Y

ConnectMichigan Alliance Gift Snapshot

\)!~

...

Gifts..aod...rifedges of $25,000 or more

Amount

Charles Stewart Mott Foundation
W .K. Kellogg Foundation
H&amp;G Dow
DTE
Comerica
McGregor Foundation
Hudson-Webber Foundation
Peter D. and Julie F. Cummings
Fremont Community Foundation
Frey Foundation
Whitney Foundation
Grand Rapids Community Foundation
Battle Creek Com..m.unity Foundation
- [eap·ital· Region 8ommunity""Follrnl-ati.Qn

$1 ,000,000.00
$1 ,000,000.00
$1 ,000 ,000.00
$350,000.00
$150,000.00
$150,000.00
$100 ,000.00
$100 ,000.00
$50 ,000.00
$50,000.00
$50 ,000.00
$50 ,000.00
$30,000.00
$25,000.00

~ ~~~-'1 -~~o,....)

- [ethe~ MisceJI~nAnll!': ~ift!':

""

2&lt;".• o...J. &amp;1.,.

$4,382,185.00

Amount

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

$1 ,000,000.00•
$1 ,000,000.00•
$1 ,000,000.00•
$150,000.00
$100,000.00
$100,000.00
$75,000.00•

)
( ./~\

I ..
L
('-' L

.J

\....

~

Dow Chemical
Dow Corning
General Motors
Skillman Foundation

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

(V/)IV

\. /

I J 11/J $3,425,000.00
•
1
/
Vdl'
( I
1/ATTtf'J"£')
V1-/J
/Y/
/
/
r
I If A-::r--. /l/J "'' --)
- {/Jkt} (6CVUV&amp;/ vv I,'I1'"J1 D'J/V /
I
.};yf/. /"..--. &gt;-&gt; (hrl"fi /1 M (:JIIKJ/2 C) !,.J
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/?"'\

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/'\

//1

t:J.[(.J.J IJVG'.Iv.

(D~l D WbM'?"X ,ju_
L(~~-

Prospects-$50,000+

~

/

Total:

Major Gift Cultivations

II

__.. $277,185.00

TOTAL:

.

12/4/2001

$7,807,185 .00

I

~~
S:ICMAICAMPAIGN\Campaign

Admi~slral

~lde.

Donor Tracklng\Sn

shots\

Total gifts, pledges and requests if granted:$ 7,807,185.00

�·- ·.·..·.··

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                    <text>ConnectMi/7hi
Campaign Tri-Chairs
Michelle Engler
Julie Kisher Cummings
William C. Richardson

February 22, 2002

Campaign Cabinet
Edward O. Blews
Carolyn Bloodworth
Nonie Brennan

The Honorable Peter Secchia
Chairman
Universal Forest Products, Inc.
2801 E. Beltline, NW
Grand Rapids, MI 48525

S l a n l c x I'. C a i n i Richard Cole
Robert Collier
Neeta Delaney
David 0. Egner
Eric R. Gilbertson
Karia Hall

Dear Peter:

Dorothy A. Johnson
John Lore

On behalf of the ConnectMichigan Alliance, I want to thank the Secchia Family
Foundation for the generous pledge of $25,000.

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

Your gift is eligible for a 100 percent match from a $10 million challenge grant
issued by the State of Michigan. This means it triggers the immediate deposit of a
matching gift equal to the entire amount of your gift into the ConnectMichigan
Alliance permanent endowment fund held at the Capital Region Community
Foundation.
Your support for the ConnectMichigan Alliance Campaign ensures the strength
and stability of 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 sustains and
expands the "volunteer infrastructure" for which Michigan is known and
heralded.

J u a n Olivarez
Joel Orosz
Terry Pruitt
Judith Ann Rapanos
Patricia Reynolds
Anne Rosewarne
Kathryn Rossow
Peter Secchia
Diana Sieger
Glenn D. Steil
Judy Tymowicz

Peter, I truly appreciate the way that you have stepped up to the plate on our West
Michigan Strategy in this Campaign. I am confident that your leadership in
Grand Rapids and the surrounding areas is exactly what is needed to create the
success of which we are capable. I am so pleased to have you on board!

Michelle Engler
First Lady of Michigan

' O
~%\\}*- |
(J

m\.

*.

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>Memorandum
To:

John Lore

cc:

Kyle Caldwell, Mary Estrada, Sam Singh, Kate Sperti,

From: Tim Swope
Date: March 13, 2002
Re:

CMA Campaign - Southeastern Michigan Luncheon Action Plans

We have established the following action plans for the CMA luncheon for corporate
executives representing corporations with the capacity to make/pledge gifts of $50,000 or
more (could be over multiple years).
Objectives
1 . Select date and secure
location

2. Invite CEOs

3. Facilitate RSVP process

Action Plans
1-A. Coordinate May dates for M &amp;
JE
1-B. Coordinate May dates for J &amp;
PC
1-C. Secure luncheon location
(DAC), facilitate logistics

Staff
1-A. Mary E
2-B. JSL
1-C. KS

2-A. Review CEO list with J &amp; PC
2-B. Draft invitation letter for J &amp;
PC
2-C. Review invitation letter with J &amp;
PC
2-D. Issue invitations to CEO list

2-A. JSL
2-B. TS

3-A. Compile guest list

3-A. KS

3-B. Compile negative RSVP list

3-B. KS

3-C. Conduct RSVP reminder call

3-C. KS

2-C. JSL
2-D. KS

�4. Develop solicitation
Materials

5. Manage hospitality
logistics for luncheon

4-A. Prepare a proposal with a
specific request for each
luncheon attendee
4-B. Prepare sealed campaign packet
for each luncheon attendee
(include proposal)
5-A. Review guest list with J &amp; PC
and make seating arrangements
5-B. Create name tags and place tags
for attendees
5-C. Direct room logistics for
luncheon

4-A. TS
4-B. KS

5-A. JSL
5-B. KS
5-C. KS

6. Follow-up with luncheon 6-A. Draft follow up letters for M &amp;
attendees
JE and J &amp; PC (issued within
one week of luncheon), one
letter for attendees and one for
non-attendees
6-B. Review follow up letters w/ ME
andJC
6-C. Revise and issue letters

6-A. TS

6-D. Draft 2nd follow up letters for
JSL (to be issued 2-3 weeks
after 1st follow-up letter if no
response has been received)
6-E. Review follow up letters w/JSL

6-D. TS

6-F. Revise and issue letters

6-F. KS

7. Manage information

6-B. KS
6-C. KS

6-E. KS

7-A. Track responses and notify M &amp; 7-A. KS
JE and J &amp; PC

I will provide weekly updates and reminders throughout the process.

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                    <text>MAPY ESTRADA - ConnectMichigan Alliance Lunch

From:
To:
Date:
Subject:

Janice Harvey
Angela Keilen; Anne Mervenne; Jennifer Chenault; Kyle Caldwell
4/18/02 10:.26 AM
ConnectMichigan Alliance Lunch

Page 1

V_y

We are currently holding two dates for this lunch in SE Michigan, May 29 and June 4. Julie Cummings
has confirmed that June 4 works best.
Angie - please take the May 29 date off of the Governor's calendar and confirm June 4 from 12:00 to 2:00
pm
Anne/Kyle - Julie has asked me how she should proceed. Do you guys want to take it from here and
contact her?
Her email is iuliefcumminqs@aol.com. She said this is the best way to contact her.

CC:

Elizabeth O'Keefe; MARY ESTRADA

�MAPY ESI RADA - Re: ConnectMichigan Alliance Lunch

From:
To:
Date:
Subject:

Anne Mervenne
Angela Keilen; Janice Harvey; Jennifer Chenault; Kyle Caldwell
4/18/02 11:46AM
Re: ConnectMichigan Alliance Lunch

I followed up w/John Lore and he will be emailing Julie the information and I will be cc'd on all email to
know what is going on....
Thanks one and all...

&gt;» Angela Keilen 04/18/02 10:42AM &gt;»
Thank you Janice. This is on the Gov's schedule for June 4.
&gt;» Janice Harvey 04/18/02 10:26AM &gt;»
We are currently holding two dates for this lunch in SE Michigan, May 29 and June 4. Julie Cummings
has confirmed that June 4 works best.
Angie - please take the May 29 date off of the Governor's calendar and confirm June 4 from 12:00 to 2:00
pm
Anne/Kyle - Julie has asked me how she should proceed. Do you guys want to take it from here and
contact her?
Her email is juliefcummings@aol.com. She said this is the best way to contact her.

CC:

Carol Moore; Elizabeth O'Keefe; MARY ESTRADA

Page 1

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                    <text>SEP 1 6 2003

C onnec tMy?higan
Campaign Tri-Chairs
Michelle Engler
Julie Kisher Cummings
William C. Richardson

September 10, 2003

Ms. Ronda E. Stryker and Mr. William D. Johnston
The Ronda E. Stryker and William D. Johnston Foundation
3505 Greenleaf Boulevard
Parkview Hills
Kalamazoo, Michigan 49008
Dear Ronda and Bill:
Thank you both for your generous and thoughtful support of the ConnectMichigan
Alliance Endowment. As a direct result of your $30,000 commitment and due to a direct
match from a State challenge grant, volunteer programs throughout the state will have
$60,000 more dollars to create interest income for perpetuity. Moreover, you have
moved us significantly closer to meeting our $20,000,000 endowment goal by helping
us qualify for the campaign completion matches of $1,100,000.
Please accept the appreciation and true gratitude of our Tri-Chairs, the CMA Board of
Trustees, the CMA Campaign Cabinet, the CMA Staff and certainly the partners of
CMA. A direct result of your commitment will be our ability to better serve our
volunteer constituencies. As requested, we will send a pledge reminder in December of
2004 and each December following through 2006.
Sincerely yours,

Campaign Cabinet
Edward O. Blews
Carolyn Bloodworth
Nonie Brennan
Stanley P. Caine
Richard Cole
Rohert Collier
Neeta Dclaney
David 0. Egner
I-'.ric H . G i l l i r r t - o i i
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
Judv Tvmowicz

John S. Lore
CC: Dr. Bill Richardson
Mrs. Michelle Engler
Ms. Julie Fisher Cummings

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

�Ronda E. Stryker &amp; William D. Johnston Foundation
Telephone 616-3 5 3-8484

3505 Greenleaf Blvd.
Parkview Hills
Kalamazoo, MI 49008

September 3, 2003
John S. Lore
President and CEO
Connect Michigan Alliance
P.O. Box 22004
Lansing, MI 48909-2004
Dear John:
Please receive this notice that Ronda and I will commit $10,000 per year for 2004-2006
for a total commitment of $30,000 to the ConnectMichigan Campaign.
Please have your staff send us a pledge reminder in December of 2004 and each
December following through 2006.
Best wishes as you pursue your challenge match for the ConnectMichigan campaign.
Sincerely,

^

t M(\a E. Stryker
Founders of the Stryker Johnston Foundation

A Michigan Non-Operating Non-Profit Private Foundation

illiam D. Johnston

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