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Shirley Sagawa's Files
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Withdrawal/Redaction Sheet
Clinton Library
DOCUMENT NO.
SUBJECT/TITLE
DATE
RESTRICTION
AND TYPE
001. bio
re: Adam Simons [partial] (1 page)
n.d.
P6/b(6)
002. fax
Lia Shipman to James Sakai re: SSN [partial] (1 page)
10/01/1999
P6/b(6)
COLLECTION:
Clinton Presidential Records
First Lady's Office
Shirley Sagawa
OA/Box Number: 24342
FOLDER TITLE:
Invites Other
2013-0124-S
rc1158
RESTRICTION CODES
Presidential Records Act - 144 U.S.C. 2204(a)]
Freedom of Information Act - 15 U.S.C. 552(b)]
P1 National Security Classified Information |(a)(1) of the PRAJ
b(1) National security classified information |(b)(1) of the FOIA]
P2 Relating to the appointment to Federal office |(a)(2) of the PRA]
b(2) Release would disclose internal personnel rules and practices of
P3 Release would violate a Federal statute |(a)(3) of the PRA|
an agency |(b)(2) of the FOIA]
P4 Release would disclose trade secrets or confidential commercial or
b(3) Release would violate a Federal statute |(b)(3) of the FOIA]
financial information |(a)(4) of the PRA]
b(4) Release would disclose trade secrets or confidential or financial
P5 Release would disclose confidential advice between the President
information [(b)(4) of the FOIA]
and his advisors. or between such advisors [a)(5) of the PRA]
b(6) Release would constitute a clearly unwarranted invasion of
P6 Release would constitute a clearly unwarranted invasion of
personal privacy [(b)(6) of the FOIA]
personal privacy |(a)(6) of the PRA]
b(7) Release would disclose information compiled for law enforcement
purposes [(b)(7) of the FOIA]
C. Closed in accordance with restrictions contained in donor's deed
b(8) Release would disclose information concerning the regulation of
of gift.
financial institutions |(b)(8) of the FOIA]
PRM. Personal record misfile defined in accordance with 44 U.S.C.
b(9) Release would disclose geological or geophysical information
2201(3).
concerning wells [(b)(9) of the FOIA]
RR. Document will be reviewed upon request.
RUBINGER ASSOCIATES
15 Breckenridge Road
Chappaqua, NY 10514
(914) 238-3081
[email protected]
September 25, 1999
Mary Ellen McGuire
Office of the First Lady
The White House
1600 Pennsylvania Avenue
Washington, D.C.
Dear Mary Ellen,
Thanks so much for taking the time to speak with me yesterday about the upcoming conference
on philanthropy. As you suggested, I have put in calls to Senator Moynihan's office and also
Congresswoman Lowey's office in order to obtain letters from them. In the meantime I have
attached a short bio to provide a sense of the breadth and depth of my experience in the world of
philanthropy.
Although I have been on the staff and boards of several foundations and nonprofits, my current
work is primarily as a consultant to both. My client list includes the Pew Charitable Trusts, the
Robert Wood Johnson Foundation, the GTE Foundation, the Bristol-Myers Squibb Foundation,
the SmithKline Beecham Foundation, Grantmakers in Health, and major nonprofits such as
Wellstart International, Children's Defense Fund, and Independent Sector. For foundation
clients, our work is primarily in the area of program development; helping grantmakers find the
cutting-edge of strategic philanthropy. Driven by current research and on-the-ground analysis of
current need, we have worked with foundations and nonprofits to develop targeted, well-funded
initiatives fostering results and ongoing partnerships. (Two recent program announcements will
be included with an express-mail copy of this letter.)
Because I know how very important this upcoming meeting will be, and because I believe my
track record and expertise will add to its effectiveness and tangible outcomes, I hope there is a
way for me to be included on October 22. Having participated in past White House conferences
(such as the one focused on comprehensive school-based programs developed by Bill Galston and
Gaynor McGowan), I am well aware of their potential! Through our work with the Pew Charitable
Trusts, we were also at the White House for the initial screening of Ken Burns' Baseball. Most
importantly, that event provided the opportunity for pictures of my children with the President,
the First Lady, and Chelsea.
Mary Ellen, I appreciate whatever you can do to facilitate this request. I know my contributions
to the meeting will be effective and also lay the groundwork for any assistance we might provide
to the First Lady in her work in New York State, and as my neighbor in Chappaqua!
With thanks.
Sincerely,
KaNa Shepard Rubinger
Partner
KSR:tf
RUBINGER ASSOCIATES
15 Breckenridge Road
Chappaqua, NY 10514
(914) 238-3081
[email protected]
KARLA SHEPARD RUBINGER
Karla Shepard Rubinger, founding partner of Rubinger Associates, combines a substantive
background in research with an applied career in management consulting. She provides expertise in child
and human development, health and philanthropy, particularly as these apply to minorities and the
economically disadvantaged. Her expertise grows out of twelve years of research at the Institute for
Research in Human Development at Educational Testing Service. In addition to basic research in
cognitive development, she was involved in issues related to child care and public policy, as well as
education and public policy. Her publications have appeared in Child Development, Journal of
Personality & Social Psychology, SRCD Monographs, and Business & Health. She has held senior
positions at major foundations and done significant work in program development and evaluation. From
1989 to 1996 she was with The Conservation Company where she was the partner in charge of the practice
relating to children and families.
In addition to working with many national and local philanthropies, she directed a two-year analysis of
the nation's largest foundations over a twenty-five year period, and has worked as both staff and
consultant to many foundations. While senior program officer at The Commonwealth Fund, she was
responsible for programs dealing with substance abuse, at-risk adolescents, minority medical education,
and the evaluation of completed grants. Coming to the Juvenile Diabetes Foundation International as the
Director of Research, she was responsible for what is now a $15.0 million grant budget, then becoming the
organization's Executive Director. For the Interagency Task Force on AIDS, she drafted AIDS in New
York City, a report to the Mayor in April 1987 as the epidemic began.
In her recent work, she has helped both corporate and private foundations assess their current
grantmaking and establish more strategic directions for the future. She has also worked with major
nonprofit organizations, particularly in health and education, to better serve the needs of children, youth,
and families. Working with the National Health / Education Consortium and several national
foundations, she completed a feasibility study on the development of school-based clinics in elementary
schools. The study led to the design of a prototype for a comprehensive elementary school-based clinic
and its related financing. In addition, this led to work with the Surgeon General, the Institute of
Medicine, and participation in a White House conference on comprehensive strategies for children,
families, and communities. Related to this work, she continues to work with school systems, medical
centers, and community-based organizations.
For one of the nation's largest foundations, she helped to conceptualize and implement an ongoing
competitive grants program for local community-based health and human service organizations. As a
result of this initiative, a review of technical assistance needs and resources was undertaken culminating
in recommendations for a comprehensive city-wide approach. For an international corporate funder, she
developed an annual multi-million dollar awards program to recognize excellence in health and health-
related service delivery. Through this work and similar assignments for other foundations, she has helped
to address the technical assistance and capacity-building needs of both nonprofit and public agencies.
In addition to her professional work with nonprofit organizations, she sits on the boards of several
organizations in areas relating to education, child development, public policy and the arts.
Her graduate work with an emphasis on evaluation and research includes a Masters of Science from the
London School of Economics and graduate work in the Ph.D. program at Princeton University, both in
sociology.
09/20/99 MON 11:38 FAX 202 456 6235
SOCIAL OFFICE
002
09/16/99 02:41 FAX
02
Caprica Marshall
White House Social Secretary
White House
pay to PM Ellen for appire + thilly n not
Washington, DC 20500
ALLIANCE
e-
FOR
September 15, 1999
COMMUNITY
MEDIA
Dear Ms. Marshall,
NATIONAL OFFICE
The Alliance for Community Media, a non profit organization
666 11th Street, NW,
Suite 740
representing Public, Educational and Governmental access centers, would like
Washington, DC
for your office to extend an invitation to the Millennium Project's Conference
20001-4542
on Philanthropy to Mr. Alan Dachman, executive director of the Little City
Voice: 202.393.2650
Foundation. We have been working with the Millennium Project on this and
Fax: 202.393.2653
past events to encourage our members to broadcast the conference on their
E-mail:
[email protected]
channels with much success.
Alan Dachman, a member of the Alliance for several years and our fund
raising chair, will be in town on that day for the National Society of Fund
Raising Executives conference. As the executive director of the Little City
Foundation, a non profit group that works with individuals with developmental
and mental disabilities, he pioneered a program to involve participants in his
programs as producers of cable access programming.
I understand the scale of planning that goes into an event of this nature,
and recognize that decisions regarding invitations were made several weeks
ago. However, we feel that Mr. Dachman's dedication to community media
engenders recognition, and his entrepreneurial and innovative spirit in creating
fund raising programs for both the Alliance as well as Little City lead me to
believe that he not only provide an interesting perspective as a spectator, but
would also enjoy the program immensely.
We would greatly appreciate it if an invitation could be made to Mr.
Dachman. Please let me know if there is any further information that you
might need regarding this matter. Thank you for your attention to this matter
and I look forward to working with the White House in the future.
Sincerely,
Mayart Margare Juliano Efiniano
Senior Associate, Communications and Government Relations
Ensuring everyone's to
electric madio she 1976
OFFICE OF THE SPECIAL ASST. TO THE
PRESIDENT FOR GOVERNMENT AND
COMMUNITY RELATIONS
STATE ERN SECURITY
NORTHWESTERN UNIVERSITY
1851
FAX: (847) 491-7942
PHONE: (847) 491-7490
FACSIMILE TRANSMITTAL SHEET
TO:
Ms. Patti Solis-Doyle
ORGANIZATION:
The White House, Scheduling Office
FAX NUMBER:
202-456-2461
PHONE NUMBER:
202-456-7560
DOCUMENT TITLE:
TOTAL NUMBER OF PAGES (INCLUDING COVER):
nine
FROM:
C. Grier Davis Jr.
DATE:
September 2, 1999
NOTES/COMMENTS:
6/T'd
018'0N
SEP. 2.1999 9:47AM
NORTHWESTERN
UNIVERSITY
SPECIAL ASSISTANT TO THE PRESIDENT FOR
GOVERNMENT AND COMMUNITY RELATIONS
September 2, 1999
many Ellen
anything be
Ms. Patti Solis-Doyle, Department Assistant to the President
The White House, Scheduling Office
Old Executive Office Building, Room 185
The my mater Patu alma are
17th Street and Pennsylvania Avenue, Northwestern University
Washington, D.C. 20593-0002
Dear Ms. Solis-Doyle:
I am sending you a copy of the letter from President Bienen to Ms.
McGuire regarding Northwestern's nomination of Ms. Ann Lurie to
participate in the White House Conference on Philanthropy. Because
Ms. McGuire told me that there were more than 500 nominations for
150 slots, I would appreciate it if you, as an alumna, would do what
you can to make sure that Northwestern's nomination does not get
overlooked in the review of the nominees that, I understand, will begin
today.
Sincerely,
Jamer Dasis
C. Grier Davis Jr.
Enclosure
CLARK STREET EVANSTON, ILLINOIS 60208-1117 847-491-7
FAX 847-491-7942 E-MAIL 8
[email protected]
6/2'd
018'0N
SEP. 2.1999 9:47AM
NORTHWESTERN
UNIVERSITY
OFFICE OF THE PRESIDENT
September 1, 1999
Ms. Mary Ellen McGuire
via fax
Assistant to the Deputy Chief of Staff
Office of the First Lady
1600 Pennsylvania Avenue, Northwest
Washington, D.C. 20500
Re:
Nomination of Mrs. Ann Lurie to the
White House Conference on Philanthripy
October 22, 1999
Dear Ms. McGuire:
With this letter I am pleased to nominate Mrs. Ann Lurie to participate in the White
House Conference on Philanthropy scheduled for October 22. Mrs. Lurie is a
Northwestern University trustee, benefactor and friend, whose giving places her among
the most generous philanthropists in the country at the close of the millenium. I believe
Ann is especially qualified to attend this important conference for the following reasons:
First, Ann is a woman who manages her own family foundation and charitable
giving. Her profile fits the description of the conference agenda to address new
types of donors, Ann Lurie is at the forefront of women philanthropists today.
Second, Ann's young age sets her a part from traditional women philanthropists.
She is results oriented, believes passionately in the institutions and initiatives she
supports, and makes an investment of herself as well as her resources. She is a
sophisticated donor who will listen to new ideas like venture philanthropy but will
also seek advice when necessary to educate herself on issues. She values the
power of publicity to raise public awareness of causes she supports and played a
key role in the 1997 visit of Diana, the Princess of Wales, to Chicago.
Third, Ann's giving spans a very broad range and increasingly includes
international initiatives. Consequently, she has built relationships with many and
varied charitable institutions. Her experience uniquely informs her to address all
aspects of philanthropy.
633 CLARK S' IT EVA TON. ILLINOIS 1 8-11 847-491-7 FAX 847-467-3104 E-MAIL [email protected]
6/E'd
018.10
SEP. 2.1999 9: 48AM
Ms. Mary Ellen MoGuire
Office of the First Lady
Page 2
Among these charitable institutions are the Robert H. Lurie Comprehensive
Cancer Center at Northwestern, the University of Michigan, the Wharton School
of Business, Children's Memorial Hospital, the Chicago Food Depository, and
Gilda's Club, to name just a few. She is involved in the preservation of African
rock art as well as alternative k-12 teaching methods. She has supported
programs in medical research, social work, business and community outreach,
while at the same time building and/or renovating facilities.
Fourth, and most relevant to Ann and to the topic at hand, is the fact that she is the
mother of six children ranging from grade school age to young adult. Above all,
Ann is a mother who gets herself from the board meeting to the school play. If
this conference is to address the handing-down of the philanthropic mantle to the
next generation, it should include those individuals who face the issue squarely
like Ann Lurie.
Lastly, I have attached for your review a copy of the Chicago Tribune article about Ann
Lurie, entitled Giving Back, that appeared on February 8, 1998. It captures the essence of
Ann's personality and style far better than the above.
Thank you for considering this nomination of Ann Lurie to the Gifts to America's Future
conference. Please know that I have done so with her consent, so you should feel free to
contact either me or Ann directly at 1547 North Dearborn Parkway, Chicago, Illinois
60610, I look forward to learning the outcome of this important event.
Sincerely,
1947 Bin
Henry S. Bienen
HSB/an
Enclosure
6'4'9
NO.810 810
E:
SEP. 2.1999
Copyright 1998 Chicago Tribune Company
Chicago Tribune
February 8, 1998 Sunday, CHICAGOLAND FINAL EDITION
SECTION: WOMANEWS; Pg. 3; ZONE: N; HIGH PROFILE: Ann Lurie.
LENGTH: 1559 words
HEADLINE: GIVING BACK;
PHILANTHROPIST PROVIDES CLUBHOUSE FOR CANCER FAMILIES
BYLINE: By Marya Smith. Special to the Tribune.
BODY:
What does a philanthropist look like? If you imagine a dowdy dowager or
tight-lipped do-gooder, you'll pass right by Ann Lurie, hip and wholesome. If
your image is an egocentric mogul or flighty society matron, you'll still miss
the reflective, idealistic Lurie.
Perhaps it's her path from pediatric nursing to philanthropy that makes Lurie
remarkably down to earth and personally concerned with others, from the workmen
at the renovation project she is funding for Gilda's Club Chicago to the men,
women and children who will use the club after it opens Saturday. The free
facility will be a meeting place for people living with cancer.
Lurie, who is in her mid-50s, grew up in a single-parent family in Miami and
graduated from the University of Florida with financial help from a scholarship.
She worked as a pediatric nurse in a county hospital in her home state and then
at Children's Memorial Hospital when she moved to Chicago in 1973. She met
Robert Lurie that same year, and after their marriage put most of her energies
into raising their six children, now ages 12 to 23.
Robert H. Lurie, who died of colon cancer in 1990 at age 48, was one of
Chicago's preeminent investment entrepreneurs and a part owner and member of the
board of directors of the Chicago Bulls and White Sox. His myriad business
successes earned him a place on Fortune magazine's list of America's 400 most
affluent people.
"Before he died, Bob and I established a template for our charitable giving
for the coming years," says Lurie. "He didn't spell out entities, except for his
alma mater, the University of Michigan. Rather, we came up with categories that
were important to us, and I've kept those as guidelines."
6/S'd
018.10
WH87:6
SEP. 2.1999
In the past 7 1/2 years, Ann Lurie has striven to keep this shared vision,
and the memory of her husband, alive. In the process, she has quietly grown into
a leadership role in the Midwest's philanthropic community, particularly in
Chicago.
"I had never of heard of Gilda's Club before," says Lurie. But when she
discovered that the organization's outlook matched her own, she immersed herself
in the effort to bring Gilda's Club to Chicago. "There's nothing like it in the city, no place
that takes the patient and
family members and gives each what they need the most to help them cope,"
explains Lurie. "With 15,000 to 20,000 new cases of cancer diagnosed each year
in Cook County, there is a definite need here.
"One of Bob's favorite expressions was, 'smell the roses,' " says Lurie.
"That's the same philosophy as Gilda's Club: to maximize the living part of life
so the illness part doesn't become the main point. You have to savor every
moment. Bob was good at that before his illness, and even better after."
The original Gilda's Club in New York was spearheaded by another devoted
spouse, Gene Wilder, in memory of Gilda Radner, the beloved comedian of
"Saturday Night Live" fame. After his wife lost her battle to ovarian cancer in
1989, Wilder developed the club with the help of Radner's friends and her cancer
psychotherapist, Joanna Bull, now executive director of the national Gilda's
Club movement and the New York facility.
Gilda's Club Chicago, a free non-residential facility at 537 N. Wells St.,
provides a home-like atmosphere where men, women and children with cancer, as
well as their families and friends, can meet for education, friendship and
support in a non-medical setting.
"When I was a nurse, I found that people are very creative in finding their
own ways to deal with their illness," says Lurie. "If a person can sit down and
talk to someone who has also had what they have -- not a person on the bus, but
in a more social setting - people can learn from each other.
"Also, my kids and I participate in the Lurie Cancer Center's Survivors Walk
every summer, when thousands of cancer survivors and their friends and family
walk up the lakefront in celebration. I've observed over the years how excited
these people are to come together and talk, and I saw Gilda's Club as a way for
people to have that supportive experience every day," adds Lurie, who purchased
the building that houses the club and has worked to secure additional funding,
furnishings and donated professional work.
Gilda's Club is for those recently diagnosed with cancer as well as those who
have been dealing with it for years. Members can attend lectures, support
6/9'd
NO.810 810
:48AM
2.1199
groups, workshops and social events, including cooking classes and potluck
dinners.
"Sometimes people diagnosed with cancer want to pull up the covers and never
participate in life again," Lurie says. "One purpose of Gilda's Club is to
re-establish people's comfort levels, help them get over the hump, so they can
establish a social life again in the outside: world."
And then there's Noogieland, a play space and rest area in Gilda's Club where
kids can unwind, a place dear to Lurie's heart.
"When people have cancer, it isolates their children. Here it's kids talking
to other kids, about things like, what a bummer it is that Mom can't do the
things she used to do," Lurie explains. "When my husband was sick, there were no
resources available for my kids. They were isolated from their peers and they
struggled.
"Losing a parent is a painful lesson, something I would never wish on anyone,
but my kids have developed their own resources," says Lurie. "They're stronger
than their peers in the sense that they can step back from a situation and say,
It's not a big deal.' It's a lesson learned through hardship.
"The only thing that really distressed my husband (abour his cancer
diagnosis) was the impact his death would have on the kids," recalls Lurie.
"His own father died when he was 11, and Bob would say, T can't imagine I'm
going to put my children through what I went through.'
"Then he would sit me down and say, "This is what I suggest you do.' I had
had no interest in investment, but we had the 2 1/2 years of Bob's illness for
him to teach me. I felt it was definitely my responsibility to carry out our
philanthropic goals.
"Bob was a brilliant man and a good teacher. And now, although I'm cognizant
of very complex business dealings, I just bought 'Accounting for Dummies'
because I never learned the basics," she adds with a laugh
Lurie, who lives in Chicago with her six children and three Labrador
retrievers, has mastered a great many skills and is a woman at ease with herself
and her demanding life role.
"Over the last decade I've come to know Ann on many levels, first as a
supportive and loving caregiver to her husband and children and more recently as
one of our major benefactors," says Dr. Steven Rosen, director of the Robert H.
Lurie Comprehensive Cancer Center and other cancer programs at Northwestern
University.
"Ann has always been a strong person, but I've seen her evolve from someone
6/2'd
018'00
SEP. 2.1999 9:49AM
knowledgeable to someone in leadership who has been instrumental in helping to
transform many projects," says Rosen "Few Chicagoans are aware of the dramatic
impact she has made on the well-being of the city and the region through her
generosity and commitment."
"I've had to change hats," Lurie admits, closing her eyes as if searching
inwardly. "Women are better at that than men, moving from the work force to
staying at home with babies and then moving back into the work force but often a
little behind. Doing what I've done comes more readily to females: our personal
worlds are in constant evolution."
Lurie, who is known for her informed giving, explains how she does it: "My
philosophy of philanthropy has been influenced by the writings of Peter Drucker
(author of more than two dozen books on business management). One of his ideas
is that, rather than create something new, it's more prudent to identify some
entity that does something well and then help them do it even better. My
responsibility is to do my homework - gather information - to identify those
entities, places like the Cancer Center at Northwestern.
Lurie is paring rather than expanding her list of charitable recipients.
"I'm consolidating, putting more of my eggs into fewer baskets," she
explains. "Tm focusing primarily on Chicago. I could search the world over, but
there's lots of need right here.
6/8'd
018'0N
SEP. 2.1999 9:49AM
PAGE 5
Chicago Tribune, February 8, 1998
"Volunteering is part of my nature, probably part of that old maternal
instinct, and I feel lucky to be able to exercise that part of myself," says
Lurie, who began doing volunteer work in high school. "I never thought I would
be in a position to do any charity helping on the financial side.
"I don't want to be portrayed as a major do-gooder because so many people are
doing so much good, but it's not public. For instance, when I visit Children's
Memorial, I see moms quietly caring for kids with severe disabilities. Moms just
do that.
"We all should stop and look to see what we can do to help other people.
There are a lot of opportunities to give, whether it's time, money or skill.
Helping others who are less fortunate is what it's all about."
"What stands out to me over the eight years I've worked with Arm is her great
capacity for decency and love," says Brad Canale, executive director of college
relations at the University of Michigan College of Engineering. "Ann thinks
things through and then adds a bit of her heart."
GRAPHIC: PHOTOS 2PHOTO: HIGH PROFILE: Ann Lurie; 'Sometimes people diagnosed
with cancer want to pull up the covers and never participate in life again. One
purpose of Gilda's Club is to re-establish people's comfort levels, help them
get over the hump, so they can establish a social life again in the outside
world.'; PHOTO: Ann Lurie surveys work on Gilda's Club Chicago, 537 N. Wells
St., which is scheduled to open Saturday. Tribune photos by Bill Hogan.
LANGUAGE: ENGLISH
LOAD-DATE: February 8, 1998
6/6'd
018'00
SEP. 2.1999 9:49AM
ALLIANCE
Copyalcom
2000 P Street, N.W., Suite 712
Washington, DC 20036
FOR
Tel: 202/822-6070
JUSTICE
Fax: 202/822-6068
E-Mail: [email protected]
World Wide Web: http://www.afj.org
MEMBERS
September 29, 1999
NAN ARON
Asian American Legal Defense and
PRESIDENT
Education Fund
JAMES D. WEILL
Bazelon Center for Mental Health Law
Ms. Shirley Sagawa
CHAIR
Business and Professional People for the
Office of the First Lady
Public Interest
The White House
Center for Law and Social Policy
Washington, DC
Center for Law in the Public Interest
Center for Reproductive Law & Policy
Center for Science in the Public Interest
Dear Shirley:
Children's Defense Fund
Community Law Center
Thank you again for taking time out of your busy schedule to meet with my colleagues
A
Consumers Union
and me.
Disability Rights Education & Defense Fund
Earthjustice Legal Defense Fund
We will be following up with you shortly with some names of people that you might
Education Law Center
want to consider for the philanthropy conference on October 22nd. We hope that you will
Employment Law Center
be able to include them in the event
Equal Rights Advocates
Food Research and Action Center
Harmon, Curran, Spielberg & Eisenberg
We would also like to follow up with you about linking WebSites to the WebSite for the
Human Rights Campaign Foundation
conference so that people can easily find related resource materials on advocacy issues.
Institute for Public Representation
How do we go a bout doing that? Can you let me know who I should call?
Inalcolm
Juvenile Law Center
Legal Aid Society of New York
The best of health to you and your soon to be born son. I hope that you will be able to
Mexican American Legal Defense and
spend as much time as you need with him after he is born.
Educational Fund
National Abortion and Reproductive Rights
Action League
Thanks again.
National Association of Criminal Defense
Lawyers
Sincerely,
National Center for Youth Law
National Clearinghouse for Legal Services
National Education Association
National Employment Lawyers Association
National Immigration Law Center
National Law Center on Homelessness &
Doug Harbit
Poverty
Deputy Director
National Legal Aid & Defender Association
NOW Legal Defense and Education Fund
National Partnership for Women & Families
National Veterans Legal Services Program
National Women's Law Center
Native American Rights Fund
Natural Resources Defense Council
New York Lawyers for the Public Interest
Planned Parenthood Federation of
America, Inc.
marker Ellen- Doughter's Horbe
Public Advocates, Inc.
Public Justice Center
The Tides Center
that contact Make'm the
University of Pennsylvania
Public Service Program
Violence Policy Center
The Wilderness Society
Welfare Law Center
Women's Law Project
Youth Law Center
24-99 TUE 02:54 PM
9
FAX NO. 913125590412
P. 01/17
1700 Lincoln, Suile 3950
Denver, CO 80203-4539
Chambers Family Fund
(303) 839-4620
Fax (303) 839-4619
Shirley Sagawa
mpany The White House
From
Letty Bass
#
(202) 456-6244
# of Pages 18 including cover
one
#
(202) 456-2583
Date
August 24, 1999
Comments:
Dear Shirley,
This is probably much more than you wanted or anticipated receiving, but these
attachments should give you a feel for Merle's impact as a philanthropist. In the Rocky
Mountain region, all philanthropic roads lead to Merle.
As you described the conference theme, innovative ways to reach out to new givers, I
thought about the work Merle has done. Using her experience as a founder of the
Women's Foundation of Colorado, she has created Women's Foundations in Wyoming
and Montana, encouraging women as philanthropists in those states.
It would be good to have different geographic perspectives represented at the
conference. Philanthropy in the Rocky Mountain region presents different challenges
than in either the East or West Coast. Philanthropy here is a rather new concept. In
the Rocky Mountains, the philanthropic movement grew at the same time as the
women's movement, and hasn't had decades to be as institutionalized. As a result,
women tend to be more involved in philanthropy.
In addition to her grantmaking in the Rocky Mountain region, Merle funds national
organizations such as the Democracy Funding Circle at the Ms. Foundation, Save
America's Treasures, the Women and Public Policy Program at Harvard's Kennedy
School of Government and NARAL. She also established and contributes to the
Women's Studies Awareness Fund at Harvard Divinity School.
I could go on and on. Thanks so much for considering Merle as a participant at the
philanthropy conference. She is extremely knowledgeable about women's philanthropic
giving and would be a great addition. If you have any questions, please do not
hesitate to call. You can reach me at (303) 839-4602, and Merle at (303) 839-4606.
Sincerely,
Luly
Letty
-24-99 TUE 03:01 PM
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P. 02/17
MONTANA WOMEN'S FOUNDATION
e Montana Community Foundation's newest challenge is the Montana
men's Foundation, an exciting opportunity to improve the economic status
women and create a brighter economic future for girls in Montana, through
e creation of a permanent endowment and an active network of women
ilanthropists.
tial funding for this endowment fund comes from the Denver-based
ambers Family Fund, formerly known as the Axem Foundation, founded in
83 by Merle Chambers and her mother, Evelyn Chambers, because of the
unders personal commitments to community and as a result of many years of
ccessful oil, gas and transportation ventures.
business leader, Merle serves on the Committee of 200, an international
ganization of notable businesswoman representing more than 70 industries
id personifying the spirit of entrepreneurism and business leadership. she is
1 the board of the Independent Petroleum Association of Mountain States. An
tive philanthropist outside her own family foundation, she serves on the
ards of colleges and other foundations, and is past President of the Women's
undation of Colorado.
hy is the Montana Women's Foundation so important to our state? These are
ugh financial times for many Montanans, especially in our more rural areas,
id particularly for women. As the national news points out frequently, we are
the bottom of the barrel in per capita income, while our agricultural and
tural resource economy continues to suffer.
ith the country's lowest per capita income, it is no surprise that Montana ranks
imber two nationally for children living in poverty. Many of these children are
single-parent households, headed primarily by women. Philanthropic
sources are equally low in our state, where we rank 48th in foundation assets
id 49th in foundation giving.
it Montanans have a strong pioneer spirit, and a tradition of neighbor helping
eighbor. With the Montana Community Foundation serving as catalyst and
onvener, government, the private sector and the state's non-profits are joining
gether to strengthen Montana's philanthropic infrastructure with
llaborative projects and tax incentives. The Montana Women's Foundation will
ay a significant role; providing an enduring resource - both human and
nancial - to make a positive difference in the lives of women and girls.
Montana Community Foundation
101 N. Last Chance Gulch, suite 211
Helena, MT 59601
phone 406.443.8313
toll free 800.443.8314
fax 406.442.0482
email [email protected]
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FAX NO. 913125590412
P. 03/17
WYOMING
COMMUNITY
FOUNDATION
TRUST FOR ALL TIME
SUMMER 1999
W PARTNERSHIP WITH CHAMBERS FAMILY FUND
Wyoming's Women and Girls to Benefit
hen Merle Chambers, president
minimum of $50,000 in annual grantmaking,
W
of the Chambers Family Fund,
although the fund is expected to grow well
wanted to launch a program
beyond its first $1 million.
yoming, she called on the Wyoming
2. Chambers Family Fund will award
hunity Foundation for support.
$25,000 annually, for up to five years, to the WCF
ished as a means for giving back to four
for the Chambers Women's Initiative, a project to
including Wyoming, where the
research community and statewide needs in the
bers family had maintained significant oil
areas of early care and education of children,
gas operations, the private foundation
girls' futures and expanding opportunities for
ached the WCF to help found a new
women. It will also provide funding to help with
ide initiative. The result, after several
fundraising for the new endowment fund.
is of planning, is a major new effort to
3. Chambers Family Fund will make
SC philanthropic support of organizations
available up to $50,000 annually in grants, for up
50 women and girls. "The program will
to five years, to organizations in Wyoming that
se the philanthropic capacity for women
respond to community and statewide needs as
walks of life across the state," says WCF's
identified by the Chambers Women's Initiative.
Freeman.
The partnership between the Chambers
The Chambers Family Fund - Wyoming
Family Fund and the Wyoming Community
hunity Foundation partnership has three
Foundation is characteristic of partnerships
between private and community foundations
1. Chambers Family Fund will match up
nationwide. Private foundations provide
0,000 as a challenge to the WCF to raise an
added grantmaking dollars while community
onal $500,000 for the Wyoming Women's
foundations provide local grantmaking expert-
lation, a field-of-interest endowment fund
ise. "The WCF is delighted to be a partner in this
ished at the WCF. This will allow for a
exciting new initiative," states Freeman. W
ARK YOUR CALENDAR!
INSIDE THIS EDITION
2ND BIENNIAL
Grantmaking: WY Health Resources Network
p. 2
WYOMING PHILANTHROPY DAYS
How the WCF works: Operating Budget
P. 2
Affiliate Frontline: Partnerships for Literacy
p. 2
SHERIDAN, WYOMING
Profile in service: Newell B. Sargent
P. 3
JUNE 14-15, 2000
WCF Assistance for Endowment Building
p.3
Ben Franklin's Legacy
back page
-24-99 TUE 03:04 PM
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FAX NO. 913125590412
P. 04/17
MERLE CHAMBERS
Merle Chambers' innovation in philanthropy touches many lives. Her special leadership
and generosity has made the Women's Foundation of Colorado the second largest
endowed women's fund in the country, second only to the Ms. Foundation. Merle has
served on the board of the Women's Foundation since it was founded in 1987, was
President in 1992 and continues to share her expertise in grant making by serving on the
Grant Selection Committee. Merle recently established a Imillion challenge fund that
has built support for the Women's Foundation and provided an incentive for hundreds of
women to become philanthropists.
Merle created the Chambers Family Fund to support organizations that increase
opportunities for women and girls and address early care and education of children.
Under Merle's leadership, the Chambers Family Fund is making grants of $1.3 million in
1999 and will make grants exceeding $2 million in 2000. One of Merle's priorities is for
her foundation to contribute to those states where her oil companies had significant
production - Wyoming and Montana. Her goal in these states is to increase philanthropic
support of organizations serving women, girls, and children, build the capacity of women
in these states as philanthropists and promote democratic values and social justice.
Chambers Family Fund has worked closely with community foundations to create
initiatives within these states that research community and statewide needs in girls' early
care and education, girls' futures, and expanding opportunities for them. Most
importantly, to support lasting change, Chambers Family Fund is creating Women's
Funds within the community foundations of each state. To help speed growth, Merle is
challenging others to give by matching their contributions. Mr. John Freeman of the
Wyoming Women's Foundation (an endowed fund of the Wyoming Community Fund)
reports that "Merle Chambers gave us the strategic impetus to increase funding for
women and girls in Wyoming. She provided the concept, the challenge and the funding
to create this new Wyoming Women's Foundation." Clearly, Mcrle is combining her
experience as a philanthropist in Colorado with the unmet needs in other states to
increase philanthropic funding in support of women and girls throughout the Rocky
Mountain region.
Merle has also been instrumental in bringing about the success of Family Loan Program
in Denver, an innovative program that fosters family self-sufficiency by making low-cost
loans available to low-income families to help them overcome barriers to keeping a job or
staying in school. According to Ms. Noreen Keleshian of Human Services Inc., "The
Chambers Family Fund played a leadership role in bringing the Family Loan Program to
the Denver metropolitan area. The $25,000 grant from the Chambers Family Fund was a
significant gift that helped start this program in Denver."
Merle's extremely generous endowments to educational institutions such as Regis
University and the University of California's Hastings Colleges of Law have allowed
students to have an education that otherwise would have been impossible. Merle
established the Chambers-Hemmings Scholarship Fund at Regis University in 1985 to
24-99 TUE 03:05 PM
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FAX NO. 913125590412
P. 05/17
honor her grandmothers and to help traditional as well as non-traditional students. One
such recipient had received her Associate of Science Degree in 1979-fourteen years after
her high school graduation. Twenty years later Merle's scholarship has given her the
opportunity to complete her B.A. Merle also established the Women's Studies
Awareness Fund to benefit the Women's Studies in Religion Program at Harvard
Divinity School. She provided funding to establish a web site as part of the program
because of her commitment to disseminating information to increase women's
participation in society.
Merle's early substantial funding and continuing commitment of resources allowed the
establishment and successful growth of Transformations, a 14-week program which
develops a foundation of technical knowledge and practical skills necessary for women to
advance in their technical education or obtain entry-level employment in manufacturing
and telecommunications. Transformations' Executive Director remarks that looking for
funding for entrepreneurial projects such as this is like looking for venture capital, but the
investment is in people - people whose lives have been changed by Merle Chambers.
Mcrle's leadership and generosity was critical to the formation of Educare-an
enterprising alliance between business, early childhood education, philanthropic and
religious leaders dedicated to improving the lives of all of Colorado's children.
Educare's CEO, Mandy O'Neill, states that the success of the alliance was due to Merle
Chambers' determined entrepreneurial streak and skills. "Mcrle Chambers provided
"seed" leadership to secure funding of the devclopment of a business plan to improve
early childhood care and education in an unprecedented statewide effort. She shaped the
entire project through the dedication of her personal time, influence, resources and staff.
The success of the project, which in the past year has raised $10 million in private funds
for the education and care of young children, is due in no small part to Merle's skill in
building a pro carly education consensus among diverse partners. Her commitment to a
community-driven effort resulted in over 250 community-based individuals helping to
construct a quality education model that deeply involves parents and helps children state
school ready and able to learn. Her public and enduring commitment to Educare
established the high water mark for other Colorado business leaders, educators, and
funders to match. Simply put, Educate simply would not exist if it were not for Merle's
behind-thc-scenes and public support."
Merle devotes considerable time to philanthropy outside of her own foundation. As a
C200 Foundation Board member, Merle assisted the Foundation in its charge to
support the development of continuing education programs for entrepreneurial women.
Merle is the only woman on the Temple Hoyne Buell Foundation Board of Trustees,
one of the largest foundations in Colorado, where she chairs the Grant Committee and
devotes many hours to researching the needs of children and addressing those needs with
grant dollars. Merle is a member of the Women's Donors Network, a national
organization of women philanthropists, and is a member of the Democracy Funding
Circle of the Ms Foundation that makes grants to national organizations devoted to
social justice and democratic values. In addition to the many philanthropic boards on
which she has served and the civic duties she has performed (see enclosed resume),
-24-99 TUE 03:07 PM
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FAX NO. 913125590412
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Merle works tirelessly to encourage and convince women that they have a voice in their
government and the national political arena and they should use it. To this end, she has
funded and hosted numerous opportunities for women to meet and discuss issues with
political leaders at the community, state and national level.
Merle's commitment to her own and other foundations results in the donation of millions
of dollars each year to nonprofit organizations assisting women and children. Merle
brings a unique capacity to blend precise, concrete thought with an expansive view to
each of these efforts. By giving not only substantial financial contributions, but also her
time, devotion and expertise, Merle has made a tremendous different to these
organizations and to the lives of the many women and girls that they serve.
Merle is a woman of distinguished accomplishment. Her perseverance in the pursuit of
excellence and leadership in innovative ways of giving benefit us all. She would honor
us as the recipient of the C200 Luminary Award for Philanthropic Innovator.
-24-99 TUE 03:07 PM
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FAX NO. 913125590412
P. 07/17
MERLE C. CHAMBERS
BIOGRAPHY
President and CEO
Leith Ventures, LLC
1700 Lincoln St., Suite 3950
Denver, Colorado 80203-4539
Phone: (303) 839-4600 Fax: (303) 839-4619
Merle Catherine Chambers is president and chief executive officer of Leith Ventures, LLC, a
private investment company that manages various investments for the Chambers family including
real estate holdings, oil and gas properties, and a privately-funded charitable foundation,
Chambers Family Fund. In 1997, Merle sold her successful oil and gas exploration and
production company, Axem Resources Incorporated, after being involved with Axem for more
than 20 years. Ms. Chambers also sold Clipper Exxpress Co. in 1994, a Chicago-based
multimodal transportation company. Clipper was a Chambers family-owned business for more
than 50 years.
Merle received her B.A. from the University of California at Berkcley, her J.D. from the
University of California's Hastings College of Law, and an L.L.M. tax law degree from the
University of Denver.
Ms. Chambers serves on the board of the Temple Hoyne Buell Foundation, and is a board
member and treasurer of the Aspen Music Festival and School. Merle actively participates in
the Committee of 200, an international organization of notable businesswomen representing
more than 70 industries, serving on the Committee of 200's Foundation Board from 1994-
1997. Merle was selected by the Committee of 200 in 1999 to receive their Philanthropic
Innovator Award. As past President and past Vice President for Development of the Women's
Foundation of Colorado, Merle continues to play a major role in the commitment of the
Foundation to reflect the economic, social and racial diversity of the women of Colorado. She
was on the board of the Independent Petroleum Association of Mountain States from 1994-
1999, serving as Vice President in 1997. Merle served on the National Petroleum Council and
the SEAB (Secretary of Energy Advisory Board) from 1993-1998. She was appointed by
Denver's Mayor, Wellington Webb, to the Denver Health and Hospitals Authority Board,
where she served from 1995-1997. Ms. Chambers served on the Cherry Hills Village,
Colorado, City Council from 1982-1992 and was Mayor pro tem from 1988-1992. She also
served on the Board of Trustees of the University of California, Berkeley Foundation from
1986-1992 and the Loretto Heights College Board of Trustces from 1986-1992. Ms.
Chambers is a member of several other organizations including International Women's Forum,
the Ms. Foundation's Democracy Funding Circle, and Emily's List. She also serves as
Colorado Chair for the Women's Lcadership Forum of the Democratic National Committee.
Merle was instrumental in bringing together over 300 women during the 1992 presidential
campaign through her co-chairmanship of a first-of-its-kind issues symposium in Denver,
"
Million Dollar Day With Hillary and Tipper". She successfully encouraged women,
nationally, to take a bigger role in political campaigns.
Merle enjoys bicycling, needlepoint, cross-country skiing and reading. She and her husband,
Hugh Grant, President and curator of the Vance Kirkland Museum and Foundation, enjoy
traveling and are avid supporters of artistic and cultural events locally and nationally.
MCC-Bio 07/20/1999
24-99 TUE 03:09 PM
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FAX NO. 913125590412
P. 08/17
RESUME
JE:
MERLE CATHERINE CHAMBERS
5:
4750 South Dahlia Street
Littleton, Colorado 80121
(303) 770-2183 (303) 220-5066 Fax
R
NESS:
Leith Ventures, LLC
1700 Lincoln Street, Suite 3950
Denver, Colorado 80203-4539
(303) 839-4600 (303) 839-4619 Fax
I
)
OYMENT:
D Present
President and Chief Executive Officer
LEITH VENTURES, LLC
Denver, Colorado
Leith Ventures, LLC is a private investment company that manages
various investments for the Chambers family including real estate
holdings, oil and gas properties, and a privately-funded foundation, the
Chambers Family Fund.
:
1) 2/97
President and Chief Executive Officer
AXEM RESOURCES INCORPORATED
Denver, Colorado
Axem Resources Incorporated, a Chambers family-owned company
which was engaged in oil and gas exploration, development and
acquisition, participated in some of the Rocky Mountain Region's most
spectacular industry successes. As a 25-year-old debt-free company,
Axem managed its own production and exploration activities as well as
the oil and gas investments of various individuals, partnerships, and
corporations.
Duties: Directed all aspects of Company operations. Developed and
implemented long-term business plans and organizational policies which
resulted in successful oil and gas exploration and acquisition.
11 2/86
Executive Vice President and General Counsel
Duties: Responsible for corporate legal matters, firm administration, financial
planning and budgeting, and long-range planning.
24-99 TUE 03:10 PM
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FAX NO. 913125590412
P. 09/17
Catherine Chambers
9/94
Chairman of the Exccutive Committee
CLIPPER EXXPRESS CO.
Chicago, Illinois
Clipper Exxpress Co., with 220 employees was a Chambers family-
owned transportation business for more than 50 years. The company was
sold in September, 1994, to Arkansas Best Company. Clipper, a premier
multimodal transportation company, is recognized as a specialist in door-
to-door cross-country LTL (less than trailerload) and TL (trailerload)
service.
6/80
Attorney
WELLER, FRIEDRICH, HICKISCH & HAZLITT
Denver, Colorado
Duties: Emphasis on estate planning, tax planning, real estate.
1) 5/77
Law Clerk
HALL, HENRY, OLIVER & McREAVY
San Francisco, California
Duties: Emphasis on litigation, drafting, real estate.
CATION:
UNIVERSITY OF DENVER, GRADUATE TAX PROGRAM
Denver, Colorado
L.L.M. - June, 1984
UNIVERSITY OF CALIFORNIA, HASTINGS COLLEGE OF THE LAW
San Francisco, California
J.D. - May, 1977
SAN FRANCISCO STATE UNIVERSITY
M.A. candidate in political science 1968-1970
UNIVERSITY OF CALIFORNIA, BERKELEY
Berkeley, California
B.A. - June, 1968
Admitted to practice:
Colorado 1978
California 1977
39
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FAX NO. 913125590412
P. 10/17
Catherine Chambers
ITIES:
BOARD MEMBER, TEMPLE HOYNE BUELL FOUNDATION
9/95 - presently
BOARD MEMBER, ASPEN MUSIC FESTIVAL AND SCHOOL
Treasurer 1997 - presently
WOMEN'S FOUNDATION OF COLORADO
President 1992 ; Member of the Board of Trustecs since 1987
Member of the Exccutive Committee since 1989
The Women's Foundation of Colorado is a grant-making foundation contributing to non-
profit organizations promoting the economic, social, physical, psychological, educational
and artistic endeavors of women and girls to ensure their full participation in society.
COMMITTEE OF 200
Member since 1987; Elected to Committee of 200 Foundation Board 10/94, served on
this board through 12/97. The Committee of 200 is an international organization of
busincsswomen who represent more than 70 industries and personify the spirit of
entreprencurism and business leadership. The Committee of 200 selected Merle
to receive their Philanthropic Innovator Award in October, 1999.
COLORADO CHAIR, WOMEN'S LEADERSHIP FORUM OF THE DEMOCRATIC
NATIONAL COMMITTEE 1996- presently
WOMEN'S FORUM OF COLORADO, INC.
Member since 1993; Board of Directors 1995
The Women's Forum affords influential women who have significant and diverse
accomplishments a forum for the exchange of ideas and experiences, Affiliated with the
INTERNATIONAL WOMEN'S FORUM.
INDEPENDENT PETROLEUM ASSOCIATION OF MOUNTAIN STATES
Member of Board of Directors 1994 - 1999, Board Vicc President 1997
SECRETARY OF ENERGY ADVISORY BOARD
Appointed 1997 - 1998
The Board is made up of experts in the Department of Energy's mission arcas. These
areas include energy resources, national security, environmental quality, science and
technology, and corporate management.
NATIONAL PETROLEUM COUNCIL
Appointed 1993 - 1998
The Council, made up of oil and gas executives, advises the U.S. Secretary of Energy on
issues concerning the oil and gas industry.
'99
24-99 TUE 03:11 PM
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FAX NO. 913125590412
P. 11/17
Catherine Chambers
BOARD MEMBER, DENVER HEALTH AND HOSPITALS AUTHORITY
Appointed by Denver Mayor Wellington Webb 11/95 - 11/97
WHITE HOUSE CONFERENCE ON SMALL BUSINESS COMMISSION
Appointed 1993-1996
The 11-mcmber Commission, named by President Bill Clinton, is charged with the
preparation and conduct of the National White House Conference on Small Business,
focusing on small business and its role as the nation's job creator.
ROMER/SCHOETTLER FUND-RAISER
Sponsored dinner to support the Romer/Schocttler ticket for Colorado Governor with
featured speaker Tipper Gore; August, 1994
WHITE HOUSE FELLOWS REGIONAL SELECTION PANEL
Appointed in 1993 to select outstanding citizens to serve as White House Fellows.
MILLION DOLLAR DAY WITH HILLARY AND TIPPER
Co-chaired Issues Symposium in Denver, 1992. Raised $1 million for Democratic
National Committee. Featured speakers included Hillary Rodham Clinton, Tipper Gorc,
Kathleen Kennedy Townsend, Kathleen Brown and other national and local leaders.
UNIVERSITY OF CALIFORNIA, BERKELEY FOUNDATION
Board of Trustees 1986-1992
The Foundation was established to attract private support to the University for academic
programs and faculty research.
CHERRY HILLS VILLAGE
City Council 1982-1992. Mayor pro tem 1988-1992
Cherry ITills Village has 5000 people.
LORETTO HEIGHTS COLLEGE
Board of Trustees 1981-1990
MEMBER: Economic Club of Denver
Ms. Foundation - Democracy Funding Circle
Colorado Bar Association
California Bar Association
99
Chambers Family Fund, formerly
known as Axem Foundation.
was founded in 1983 by Merle
Catherine Chambers and her
mother, Evelyn Hemmings
Chambers. The Foundation was
-24-99 TUE 03:12 PM 9
created because of their personal
commitments to community
and as a result of many years
of successful oil and gas and
transportation ventures. Merle
Chambers, president of Chambers
Family Fund, is a business woman
actively involved in civic, cultural
and philanthropic affairs in
Colorado. Evelyn Chambers was
actively involved in managing the
family businesses for many years
Chambers Family Fund
and currently focuses on cultural
Chambers Family Fund
1700 Lincoln, Suite 3950
Denver, CO 80203-4539
and philanthropic endeavors.
The mission of the foundation is
to assist people and organizations
to improve the quality and
FAX NO. 913125590412
circumstances of life for themselves
and future generations. Chambers
Family Fund is based in Denver
and primarily supports non-profit
organizations in Colorado and
national organizations with
programs and activities reflecting
Program Guidellnes
the family's values and interests.
P. 12/17
Effective July 1, 1998
Chambers Family Fund
plimary
of interest?
young children and their families.
We are especially interested in
investing in family support
What is the Foundation's approach
supporting programs and organiza-
programs, especially for teens
to grant making?
tions that benefit women or that
and new parents.
We are committed to supporting
prepare our children for productive
and meaningful lives. Currently, most
increasing parents' knowledge
the instruments of positive change
Foundation grants support nonprofit
about raising children.
24-99 TUE 03:13 PM 9
in a challenging world by seeking
programs that:
organizations that provide services or
How do we make grants?
develop initiatives in two areas:
offer constructive new ways for
Chambers Family Fund makes grants
1. Expanding opportunities for women
institutions and systems to respond
in three ways.
and girls to help them realize their
to human and community needs.
full potential by:
We solicit proposals from organiza-
foster communication and
understanding among people
providing access to education and
tions providing high-quality
of different backgrounds and
training to participate in the work
programs and services identified
by the Foundation.
viewpoints.
force of the future.
Our board members designate
improve public policy and
building economic opportunity and
access to information and resources
grants to organizations that are
promote public awareness to
of particular interest.
build community support.
to attain self-sufficiency.
We identify organizations and
have a significant and
removing systemic barriers that limit
projects for funding through
continuing impact.
the potential of women and girls.
internal research and in collabora-
increasing our community's ability
tion with other grantmakers and
Who is eligible for a Chambers Family
FAX NO. 913125590412
to address needs of adolescent girls.
colleagues in the nonprofit and
Fund grant?
philanthropic community.
Most grants are made to organizations
2. Addressing early care and
classified as tax-exempt under section
education of children by:
The Foundation does not accept
501(c)(3) of the Internal Revenue
unsolicited proposals.
improving the quality of child care
Code and as public charities under
and early education for children
section 509(a) of that code.
from birth through age five.
Individuals and for-profit organizations
are not eligible for funding.
P. 13/17
K
did this happen?' and "What
Coundation on which
One sludy, conducted for the past 30
can we do to prevent il from
and Child Outcomes Study. Scientists
our communities
years, actually quantified the cost sav-
happening again?" Another headline,
tracked children from age 3 through sec-
are buill. This foun-
ings of investing in early education for
while not as tragic, is also distressing:
and grade. The results for kids in Colora-
dation depends on
disadvantaged children al $7.16 for every
"One in three Colorado third-graders
do, as well as other states. showed chil-
how well we our-
$1 invested. The savings result from less
reading below state standard." This
dren who had a higher quality of early
lure and educate
special education, higher academic per-
means 17,000 kids in Colorado require
care scored higher in mathematics and
our children. Most
formance, less involvement with crime
special literacy education this year alone.
language, were more considerate and
of us want to be-
and juvenile justice, and ultimately a bel-
were more able to work and play cooper-
What do these headlines have in cotn-
Chambers
lieve parents
24-99 TUE 03:14 PM
ter workplace candidate.
alively with other children.
mon besides a school selling? II is more
instinctively know
Disadvantaged children aren't the only
important than ever that we support fam-
how to provide the best for their children.
ones failing to read. Some schools in low-
In light of this, how do we provide for
illes in building a foundation for learning
But even the most loving parent may not
income areas did better than schools in
Please see CHAMBERS on 2J
and tolerance before children reach age
know how best to prepare their children
high-income areas. Almost every neigh-
6
5. Early nurturing. loving and education-
for school.
borhond, community and school district is
al support are vital to ensure that chil-
Scientists confirm on an almost daily
struggling with academic performance.
Merle Chambers is president and CEO of Leith
basis that a child's educational and char-
Ventures LLC and serves on the boards of three
dren can cope with anger. interact in a
Many children enter kindergarlen with-
foundations that provide funds to improve the lives
civil manner and develop a large vocabu-
acter blueprint is permanently inked by
out the skills needed to learn to read. Re-
of children and lamilies She is a board trustee for
lary and good language skills. These OC-
the time a child is 5. Reversing a bad
medial work begins immediately and
Educare Colorado, a partnership of lamilies, busi-
cur long before a child enters kindergar-
start is an expensive proposition. Many
likely never ends. Even the best teachers
nesses. foundations and local governments work-
ing lo Improve early education in Colorado.
ten, much less third grade.
studies have examined the immediate
can't compensate for children who arrive
Preschool years
need emphasis
THE DENVER POST
JUNE 13, 1999
CHAMBERS from Page 1
high-quality education? Parents are the key. We need to
support parents by:
Educating them to help their children at an early
enough age to make a lasting impression:
Improving the quality of child care for those under
age 6 cared for outside of their homes:
Encouraging all adults 10 spend time reading and
playing with children - even if they are not their own. and
FAX NO. 913125590412
Using private and public resources to invest in good car-
ly-education programs.
If we want our children to thrive, we must be hold
enough to re-engineer our thinking about early education.
The 17,000 kids (ailing this year join 17,000 from last year
and will be joined by 17,000 next year. and so on. Remedial
education won't work without paren(a) involvement long
before school starts. Parents must model appropriate be.
havior and nurture language skills early for children to
start school ready 10 succeed.
Working to achieve school readiness of young children
and cultivating nonviolent means of coping with anger re-
quires a full-fledged partnership among families, busi-
nesses. foundations and government. Successful outcomes
P. 14/17
for "children depend on our commilment 10 their early care
and education. Colorado's future depends on il.
of Chambers Family
In recognition of a generous gift from Evelyn and Merle Chambers and Northwestern graduate Andy
Sze (MSIE '74), the Transportation Center's new building will bear the name of the family of the late
24-99 TUE 03:15 PM
Jerry Chambers.
Chambers, a former member of the Center's Business Advisory Committee, founded Clipper Carload-
9
ing (later Clipper Exxpress) in 1938, after borrowing $16,000 from relatives. Since his passing in 1987,
Clipper has been guided by his wife Evelyn, their daughter Merle, and current company president
Andy Sze.
Since its earliest days, Clipper Exxpress has been a leader in marketing, service, and pricing innova-
tions in its field. In 1972, it led the departure from commodity-specific freight rates to freight-all-
kinds ("FAK") rates. Chambers commissioned the design of a double-stack container car a dozen
Merie Climbers, daughter of the late Jerry Chambers;
years before the concept was accepted by railroads in the United States. In the pre-deregulatory era,
Aaron Gellman; and Chpper President Andy Sze.
Clipper was actively engaged in providing rate and service alternatives for its customers and led
numerous battles for rate equity before the Interstate Commerce Commission. Clipper Exxpress was
acquired by Arkansas Best Corporation in 1994.
This gift to the Transportation Center was dedicated to the mentory of Jerry Chambers. The new Chambers Hall will provide inspiration for students, fac-
ulty, and staff and will encourage the spirit of innovation and enterprise exemplified by Chambers, his family, and Clipper Exxpress.
Officials Gather for Groundbreaking
FAX NO. 913125590412
On May 29, 1998, the former parking lot at Sheridan Road and Foster Street was officially trans-
formed into a construction zone. University President Henry Bienen, Vice President for Research
and Graduate Studies Lydia Villa-Komaroff. and Evanston Mayor Lorraine Morton joined Transporta-
tion Center Director Aaron Gellman (right) in turning over symbolic shovels of dirt in a ground-
breaking ceremony for the Center's new building.
The ceremony, which capped (wo years of planning and negotiations with the City of Evanston, was
the first public event promoting the project. It included representatives from Northwestern and
Evanston, members of the Center's Business Advisory Committee, faculty, alumni, students, and staff.
P. 15/17
Gellman described the new building as an opportunity 10 advance the Center's reputation as a leader
99 TUE 03:17 PM
9
FAX NO. 913125590412
P. 16/17
HASTiNGs PROFILE
Philanthropy
rle Catherine Chambers
T Chief Executive in Oil and Gas Industry
ager of Investment Company
te Foundation Leader
ictor 10 Higher Education and 1977 UC Hastings Law Grad
erle C. Chambers previously served as the President and CEO of Denver-based Axem Resources, Inc., until its sale in
П
1997. She subsequently launched Leith Ventures, L.L.C, to manage investments and pursue interesting business
opportunities. Additionally, Ms. Chambers is active in her family's foundation, Chambers Family Fund. Despite this
aling schedule, she always has found time to serve her alma mater. She was an underwriter of the law school's Attorneys
al Forum, a past Board member of the Hastings 1066 Foundation, the first person TO have served as the National Chair of
ings Annual Campaign, and, more recently, a key supporter of her Class of 1977's campaign to endow a Distinguished
sorship. When asked why she chose to become a major benefactor at Hastings, Ms. Chambers replied:
"I laving also arrended another law school to secure an LL.M. in Taxation, I can unreservedly rell you that a Hastings
ducation is second-to-none! The level of instruction was incomparably high when 1 attended Hastings, and I know that
culty continue to command great respect. This year, each of the major national legal professional associations has had a
ips faculty member on its governing board, making our law school unique in providing that kind of high visibility and
nal leadership within the profession. My Hastings experience raught me to think analytically and to look at all sides of a
in. These skills have served me well in all of my business ventures and will help me make an important difference in the
:-profit arena, too. In short, my experience at Hastings was a möst positive and serviceable one - one that I would like
to share. By contributing to Hastings, I can help ensurc that future generations of students will have the opportunity to
bosed to an intellectually rigorous and very rewarding experience both professionally and personally."
If you share Ms. Chambers' belief that your Hastings education has served you well and has been most rewarding, then
consider becoming - or continuing to bc regular contributor to the Hastings Annual Campaign. Your contribution,
with others, will help maintain the tradition of excellence at Hastings now and in the future.
PLEASE CALL THE COLLEGE RELATIONS OFFICE AT (415) 565-4615 TO LEARN MORE
ABOUT VARIOUS GIFT OPPORTUNITIES THAT ARE NOW AVAILABLE.
99 TUE 03:19 PM
9
FAX NO. 913125590412
P. 17/17
The Campaign for Tradition & Innovation
le Chambers '64 Leads the Way
Campaign Meets With
1 Gift to Young Scholars Fund
Enthusiastic Response
from Parents
orth Shore alumna Merle
and cultural diversity of the School,
The Parent Committee, put in place last
Chambers '64 has made a
another goal of the Campaign.
spring as the Campaign went public,
pledge to the Young Scholars
Head of School. Julic Hall. is especially
continues to volunteer time and energy to
he Campaign that will support
secure gifts from current parents. Since
pleased to have received this commitment
April, current parents have given a record-
ips for African American and
to the Campaign, because she knows
breaking $418,000 in cash and pledges for
Is in the Upper School. The gift
that the impact on the lives of girls will
a total parent contribution of $847,919.
the endowment. and each year
Without question. strong support of current
be lasting. "Merle believes in supporting
all provide full tuntion for a
parents speaks volumes to the strength of
girls who can make a difference in the
the School today. Parent Co-Chair Jeff
elected by the admission com-
world because of the education they
Colman states, "I have been impressed not
the Merle C. Chambers Scholar.
receive. Knowing how much North
only by the Parent Committee's devotion to
the School, but the very generous interest
obers' gift leads the way for the
Shore did for her, she is anxious to
of those parents whom WE have called
holars Fund and will make the
provide the opportunity of a North Shore
upon to support this Campaign." Jell
are experience accessible to
education for other young women. She
continues by saying, "one of the many
L, ambitious, talented students
will touch many lives with this generous
wonderful things about this Campaign is
that it gives current parents a larger, more
rwise could not afford tuition.
gift to the Young Scholars Fund."
global, vision of North Shore and a clear
mirment to North Shore will
sense of what is in slore for the exciting
ase the racial, socioeconomic
future of the School." In a determined
effort to reach the Campaign goal of
$10.5 million, solicitation of the current
Committee
parent body is continuing. Parent Co-Chair
arrow '65
Ronna Stamm says, "A key element of the
: Steering Committee
Campaign is to give all parents in the
: Rogers '74
School the opportunity to participate." If
Stecring Committee
any current parents are interested in learning
DeYoung, Chair, Board of Trustees
more about North Shore's Campaign giving
Tall, Head of School
opportunities, please don't hesitate to
S. Lane, Chair, Leadership Dinner
contact Parent Chairs Jeff Colman, Susan
Gaud or Ronna Stamm or call the
Colman
B Galvin
Merle Chambers '64
Development Office at 847-441-3320.
nafroth
The Campaign for Tradition &
Alumni Committee
Stamm
Innovation Parent Committee
Chair: Molly Shotwell '87
Committee
Lower School Campaign Chair: Jeff Colman
(Alumni Association President)
her C. Avery '87
Clark Blair '45
Class of 2011:
Andy Heytow '78
Chris Avery '87
Golden '70
Class of 2010:
Robert Parker
Onnie Straub Darrow 38
Favill Marshall '46
Class of 2009:
Ann Amboian
Bill Hinchliff '64
D. Moore '31
Class of 2008:
Bruce E- Susan Blchart
Harley Hutchins '60
livering Shotwell '60
Class of 2007:
Jeff Colman
Suzanne Folds McCullagh '69
ney Woods '37
Class of 2006:
John Andersen
Development Office
) Chairs
Class of 2005: Robert Parker E- Jeff Colman
Tom Doar 111,
S. Avery
Middle School Campaign Chair Susan Gaud
Director of Development & Admissions
Ving
Class of 200+:
Pete Wentz
Betsy Lockwood,
Advisor
Class of 2003:
Richard Morris
Associate Director of Development
Emrich
Class of 2002:
Jim E- Susan Breece
Molly Ingram McDowell '80,
Upper School Campaign Chair: Ronna Stamm
Associate Director of Development
information or answers to questions,
Class of 2001:
Tom & Sandra Ullmann
for Alumni Relations
(act:Tom Doar III, Director of
Class of 2000:
Louis '69 & Sally Brown
Jill Kirk, Development Assistant
nt, at 847-441-3308 or the
Class of 1999:
Michael Cavanaugh
Cheryl Grauberger.
nt Office al 847-441-3320.
Class of 1998:
Bill & Tina Escamilla
Director of Public Relations
MICHAEL F. Brewer
2700 VIRGINIA AVENUE, NW
APARTMENT 1211
WASHINGTON, DC 20037
put on list
August 27, 1999
Ms. Melanne Verveer
Chief of Staff
Office of the First Lady of the United States
The White House
Washington, DC 20500
Dear Melanne:
I applaud the First Lady and you and your colleagues for convening a
conference on philanthropy in late October. Your conference will give this
subject the high level attention it deserves.
You probably already have on your list of invitees, Mr. Leonard
Silverstein, Senior Partner, Silverstein and Mullens, Washington, DC. I
would not be surprised to learn that he already has been playing a role in your
planning, but in the event he is not, unprompted, I strongly recommend his
inclusion.
As a leading national practitioner of the law of philanthropic and
nonprofit activity, Mr. Silverstein would merit an invitation. More important,
he was in the early 1970's the Executive Director and Chief Operating Officer
of the Filer Commission, the most recent, and perhaps best ever,
comprehensive study and analysis of philanthropy in the U.S. and elsewhere
in the world. Because of his leadership and experience on the Filer
Commission and in many areas of philanthropy both before and since then, he
would, I am certain, contribute immeasurably and uniquely to the conference.
With appreciation and both wishes I remain
Yours sincerely,
Michael Michael F. Brewer
OFFICE: 202/822-8882
E-MAIL:
HOME: 202/965-1993
FAX: 202/822-8822
PAGER: 800/759-8888, 113-3971
FAX: 202/337-8122
08/31/99 TUE 16:14 FAX 904 273 3205
CHAMP MGMT
001
Lia Shipman
FORLD GOLF
International Affairs
103 PGA TOUR Boulevard
Ponte Vedra Beach, FL 32082
Ph: 904 273 7685
Fax: 904 273 3205
[email protected]
Via Fax: 202 456 6244
August 31, 1999
Ms. Mary Ellen McGuire
Office of the First Lady
Room 100
O.E.O.B.
Washington, D.C. 20500
Re: Conference on American Philanthropy, October 22, 1999
Dear Ms. McGuire,
It was plcasure to speak with you this morning. As you are aware, I am very interested in
attending the First Lady's conference regarding American philanthropy.
A strong conscience about helping others is a personal trait I developed during my youth by
fundraising for Aloha United Way, "trick-or-treating" for UNICEF during Halloween,
volunteering at the Hawaii Special Olympics and being a teacher's aide at the local Shriner's
Hospital for children.
In college, through the Joint Educational Project (J.E.P.) at the University of Southern California,
I volunteered in South Central Los Angeles classrooms, using my Spanish to translate between
teacher and student and becoming a mentor to several latinas, like myself. Part of my college
education was funded by grants from the Los Angeles Philanthropic Foundation.
While at USC I was a member of the Trojan Democrats and interned for Willie Brown during his
last term as Speaker of the Assembly for California. After college I returned home to Hawaii and
worked in the state capitol as an aide to Senator Milton Holt.
Donating my time and energy to improve my community has continued during my career at the
PGA TOUR. Here in Jacksonville I volunteer with The Children's Home Society, help run an
all-women's surf contest whose proceeds go to Komen's "Race for the Cure" and am gearing up
for the fall start of a new mentoring program at the high school near my hornc.
08/31/99 TUE 16:14 FAX 904 273 3205
CHAMP MGMT
4
002
Much of the reason why I accepted a position with the TOUR was because of this company's
commitment to charity. Currently I am a coordinator with International Affairs, working to
develop tournaments around the world whose proceeds go to local charitable organizations.
Next fall, I look forward to attending business school, focusing on international aspects with
close attention to emerging economies. Some career goals are to work for the World Bank after
receiving my MBA and later become an Executive Director of a well-respected international
philanthropic organization (exactly which one, I'm not sure!).
I would very much like to attend Mrs. Clinton's conference to hear about new ideas and perhaps
meet some role models which may help focus my career objectives and personal goals. Here in
Jacksonville, despite all my volunteer hours, 1 don't meet like-minded young people and dearly
wish to learn what other youth are doing around the country to promote "Generation X"
helpfulness. 1 want to be exposed to the latest ideas in philanthropy, learn what is being done -
and what goes undone.
I cannot express enough how much I admire and respect Mrs. Clinton and hold her as a role
model. To hear her speak in person about a subject that is so close to my heart would be a dream
come true. I appreciate your time and hope to speak with you again soon. Please let me know if I
should send a resume, letters of recommendation, I'm not sure what else... I am relying on you
for this opportunity and hope you recognize that I have potential in this field and deserve the
chance to learn from the best. Thank you and best regards.
Lea Sincerely, Allipman
Karen Kaimalie "Lia" Shipman
Mark Fabry
405 East 54ᵗʰ Street
New York, NY 10022
212-750-6541
July 21, 1999
Ms. Mary Ellen McGuire
Office of the First Lady
OEOB Room 101
Washington, D.C. 20500
Dear Mary Ellen:
I hope this letter finds you well. At your suggestion I send this letter of introduction in
hope that I may be included in the "Gifts to the Future" event in Washington to be held in
October. As I have never been a great self-promoter, I humbly express my desire to be
included as one of the "regular folks" who will make up a portion of the attendees.
My interest in philanthropy began before my understanding the word, when as a small boy,
I noted my grandmother's service to the local church arranging flowers for the altar. She
also made a point of sharing vegetables with neighbors and had a general concern for
other's welfare, especially those in need. Most extraordinary was her care for her husband
who was stricken with MS at my current age of 35, and who lived completely paralyzed for
another 26 years. She chose to accept her hardships and even found the capacity to give
back. My desire is to do the same.
My own service has been manifest in various ways; rather dramatically in Calcutta working
at Mother Theresa's Home for the Dying and Destitute and rather humbly as a volunteer at
The Mary Manning Walsh Home where I ran the coffee shop on Monday nights at this
home for the elderly. At present I am affiliated with a mentorship program at Columbia
University (HEOPs) and have served on an advisory board for CASA the anti substance
abuse organization run by Joseph Califano former Health Secretary under President Carter.
As an entrepreneurial businessman I am currently looking for ways to organize my business
involvements such that there are charitable ties ins. There are other such thoughts and
activities but suffice it to say I am more than desirous to service those in need and would
very much appreciate the opportunity to attend your conference. I send my thanks in
advance for your consideration.
Sincerely yours,
mt
Mark Fabry
09/01/99
WED 08:37 FAX 810 357 5375
AMC & ROMANCE
002
AMC
vie Classics
September 1, 1999
MaryEllen,
I am writing on behalf of Carolyn Buchanan. Carolyn is Senior Vice President of
National Accounts and New Media Development at American Movie Classics. Carolyn
also oversees all International Development. She has traveled extensively throughout the
world. Her own personal journey coupled with her business acumen, together, combine
to make her an ideal advocate for Charitable Giving.
Carolyn is very passionate in her beliefs. With every intention of dedicating the coming
years of her career, and her own personal life, to giving, Carolyn believes that this
conference is vital, and alive with what she believes in and cares about, and would find it
a valuable resource for her lifetime goal of giving.
I have enclosed a press release, promoting Carolyn in 1998. I'm sorry, this is all that I
have for the time being. I would certainly be able to forward a Bio on Carolyn next week
if you would like.
Carolyn would especially honor the opportunity to attend and take part in Hillary
Rodham Clinton's "Gift to the Future" conference on philanthropy.
We most certainly thank you in advance for your consideration.
Sincerely,
Shakra Chun
Shakira Chun
Executive Assistant
International
in Center,
1380
Michigan
075
-357-5226
357-5375
of Rainbow
Holdings, Inc.
09/01/99 WED 08:39 FAX 810 357 5375
AMC & ROMANCE
4.
003
AUG-31-1999 14:22
HMC PUBLIC RELHI IUNS
516 BUS 442b
P.02/02
MOVIE
Contacts:
Dina White
CLASSICS
(516) 396-4352
Lynn Weiss
(310) 998-9307
CAROLYN BUCHANAN PROMOTED AT
AMC NETWORKS
September 3, 1998 - Woodbury, NY Carolyn Buchanan has been named
Senior Vice President/General Manager, International Development, it was
announced today by President Kate McEnroe. In her new position, Buchanan
will be responsible for overseeing all international development for AMC
networks, which include American Movie Classics, Romance Classics and
American Pop. Her responsibilities will include determining which markets to
enter and supervising those launch efforts as they occur.
Buchanan has been with AMC since 1990, with concentrated efforts on
domestic distribution and marketing for MSOs, as well as managing regional
activity.
"We are pleased to have an executive with Carolyn's broad knowledge of the
cable industry lead AMC into new territories," noted Kate McEnroe. "The
challenges of international expansion require tenacity, commitment and a
pioneering spirit, and AMC Networks is committed to exploring the expanding
global appetite for American entertainment."
Buchanan graduated from Michigan State University in 1985 with a B.A. in
Advertising.
AMC Networks is comprised of AMC, the premier 24-hour movie network
featuring award-winning original productions about the world of American
film. Romance Classics, the 24 hour channel devoted entirely to romantic
programming, and American Pop. the first multi-platformed interactive
entertainment network. AMC is available in 68 million homes. Romance
Classics is available in 17 million. American Pop will launch in late 1998.
150 Crossways Park West
Woodbury. New York
11797
516 396-3000
A Service of Rainbow
Programming Haidings. Inc.
TOTAL P.02
The
Gladney
Fund
Helping to Create Families Through Adoption
September 1, 1999
Ms. Mary Ellen McGuire
Assistant to the Deputy Chief of Staff
Office of the First Lady
The White House
Washington, DC 20500
Dear Ms. McGuire:
As we discussed yesterday by telephone, I have a great interest in being invited to the October
22nd "White House Conference on Philanthropy: Gifts to the Future." The First Lady's
acknowledgment of the importance of giving to not-for-profit institutions in this country will no
doubt produce many positive outcomes, most notably an increase in donations, but equally
important will be an increase in the number of individuals making donations, and a better
understanding by the populace regarding the importance of philanthropy in this country, both
today and from a historical perspective.
I believe that I would bring a unique perspective to the conference based on my professional
knowledge of, and long tenure with, not-for-profit organizations where 1 have held leadership
positions in fund-raising during the past 20 years.
Issues that I believe should be addressed which would help promote philanthropy include youth
education and involvement, particularly in public schools since many private schools already do
an admirable job of training students to give; the establishment of an ongoing national
philanthropy awareness campaign much like the National Negro College Fund's "The Mind is a
Terrible Thing to Waste" 'collaborative effort with the National Ad Council, only with an
identifiable spokesperson(s); and a message to all not-for-profit organizations that by working
together in their home communities to promote philanthropy they would actually boost giving
for all participants. Charities should embrace collaboration and idea sharing as a means for
showing donors and prospective donors that their dollars are being used wisely and effectively.
Currently, there is a great deal of fragmentation in the not-for-profit community.
2300 Hemphill
Fort Worth, Texas 76110-2699
817/922-6033 817/926-8016 FAX
20 PAGE
TO:202 456 6244
9108-926-218
SEP-01 99 14:11 FROM: THE GLADNEY FUND
Mary Ellen McGuire
Page Two
I would also like to promote the idea of having an annual White House awards program which
would regularly bring to the public's attention the wonderful aspects of philanthropy. The
ceremony could be held each November as part of the existing National Philanthropy Day
observance, and recognize a select number of Americans whose contributions to philanthropy
were outstanding.
In addition, I believe that it is important for small and medium-sized organizations like ours to be
represented. Many conferences emphasize large organizations such as United Way, or advocacy
and professional groups like NSFRE, AHP, and Independent Sector, but fail to bring into the fold
those entities who are independent and non-government supported. I would contend that
independent organizations are responsible for raising more philanthropic support through grass
roots efforts than large organizations.
And I would heartily endorse the concept that everyone can be a philanthropist which we
discussed briefly. Statistics consistently show that the majority of gifts given in this country are
from individuals with average or below average incomes, yet the media tends to focus on mega
gifts and mega givers. I would venture to guess that very few donors think of themselves as
philanthropists, only because the term is only applied to the very wealthy in this world. I would
hope that if you have a chance you will access the National Society of Fund Raising Executives'
library in Alexandria, Virginia, for a video tape they produced a few years ago which promoted a
similar philosophy.
As you had suggested, I am enclosing my curriculum vitae. Thank you for your consideration.
Sincerely,
Ed Crane
President
EDC/
enclosures
PAGE:03
TO:202 456 6244
9108-926-218
SEP-01 99 14:11 FROM:THE GLADNEY FUND
ED CRANE
1999 Curriculum Vitae
Home Address:
1603 Trailridge Drive
Arlington, Texas
76012
Home Telephone:
817-860-3943
Business Address:
2300 Hemphill Street
Fort Worth, Texas 76110
Business Telephone:
817-922-6034
Career Synopsis
This year I am celebrating my 20th anniversary as a professional fund raiser. During my career,
1 have been associated with and led fund-raising programs which produced $70 million for the
institutions for which I was affiliated, including $25 million during the last eight years.
Concurrently, I have served as a fund-raising volunteer with several organizations including
YMCA, Chambers of Commerce, Arts Councils and Professional Organizations, and counseled
other organizations about fund-raising.
Professional Fund-Raising Positions
President, The Gladney Fund
Fort Worth, Texas
1991- present
Responsible for raising funds and managing the $18.5 million endowment of a 501(c)(3)
not-for-profit support organization whose role is to provide funding to The Gladney Center,
America's preeminent non-sectarian private adoption and maternity services agency.
Utilizing various fund-raising methods, including direct mail, personal solicitation, special events
and planned giving, we are able to assist The Gladney Center in placing more than 350 children
each year with families from throughout the U.S. Gifts also enable the agency to provide quality
maternity services, such as pre- and post-natal medical care, counseling, job skills training and
housing to at-risk women seeking to make an adoption plan for their children. Recent major gifts
ranging from $250,000 to $1,000,000, have made it possible for the agency to launch human
service initiatives to find homes for special needs children and African American and bi-racial
infants and youths.
PAGE 04
TO:202 456 6244
9108-926-218
SEP-01 99 14:11 FROM: THE GLADNEY FUND
Curriculum Vitae/Ed Crane
Page Two
Executive Director, Dallas/Fort Worth Medical Center Foundation
Grand Prairic, Texas
1983-1991
Organized the first foundation for this 297-bed not-for-profit suburban community hospital.
Established several annual fund-raising special events, and led the effort to raise $1 million to
establish The Pavilion, a multi-purpose meetings and conference center which was made
accessible to hundreds of community and professional groups.
Director of Development, Presbyterian Medical Center
Dallas, Texas
1980-1983
Established the first development office for this 888-bed health care institution. Director during
the $11 million Margot Perot Women's and Children's Hospital capital campaign which was led
by civic volunteers from Dallas.
Campaign Coordinator, Centre College of Kentucky
Danville, Kentucky
1979-1980
Assisted with the coordination of the statewide efforts to successfully raise $32 million for this
private college. Gifts provided annual operating support and scholarship endowments. My role
in the campaign was to recruit, train and service volunteers in the region who were asked to
solicit peers for the effort.
Recent Professional Affiliations/Activities
National Society of Fund Raising Executives (NSFRE)
Member & Immediate Past President, Fort Worth Metro Chapter, 1999
Board of Directors, 1996-present
Delegate, National Assembly of Delegates, Washington, DC, 1997
National Philanthropy Day Luncheon, Chairman, 1995, 1996
PAGE:05
TO:202 456 6244
9108-926-218
SEP-01 99 14:11 FROM:THE GLADNEY FUND
Curriculum Vitae/Ed Crane
Page Three
Delta Upsilon Fraternity Educational Foundation
Trustee, 1999-2002
Member, Quarterly Review Committee, 1999
The National Conference for Community & Justice
Camp Advisor, Anytown USA, 1999
Philanthropy in Texas Magazine
Executive Advisory Board Member, 1997-present
Honors
National Society of Fund Raising Executives (NSFRE)
Fort Worth Metro Chapter
Ben Franklin Award for Outstanding Fund Raising Executive, 1997
Grand Prairie Chamber of Commerce
Public Servant of the Year, 1986
Member of the Year, 1985
Education
University of Arkansas, Fayetteville
Bachelor of Arts, 1976
90 :396d
TO:202 456 6244
9108-926-218
SEP-01 99 14:12 FROM:THE GLADNEY FUND
AUG 03 '99 09:11 FR MARCH OF DIMES DC
202 296 2964 TO 4566244
P.01
March
Office of Government Affairs
1901 L Street, NW Suite 200
of Dimes
Washington, DC 20036
Telephone (202) 659-1800
Saving babies, together
Fax (202) 296-2964
March of Dimes Office of Government Affairs
OUR FAX NUMBER: 202-296-2964
OUR PHONE NUMBER: 202-659-1800
DATE: August 3, 1999
2
PAGES:
TO: Mary Ellen McGuire
FAX NUMBER:
456-6244
Jo Merrill
FROM:
Attached is information on Daniel Rosenblum. I asked the chapter director
to send any articles etc. but was told that Mr. Rosenblum is "publicity
reticent." In any case, we think he would be able to make an contribution
to the conference and hope you will consider inviting him. He can be
reached at his office in New York City at 212-566-9097. Thanks for your
help.
AUG 03 '99 09:12 FR MARCH OF DIMES DC
202 296 2964 TO 4566244
P.02
March of Dimes nomination for White House Conference on Philanthropy
Daniel Rosenblum, known to friends and associates as Danny, is President of E.D. &
F. Man, Inc., a privately-held commodities trading company headquartered in New
York City with offices in London and Singapore. The company primarily deals in
sugar and cocoa products.
Danny is in his early 50's. He was born in Brooklyn and attended Brooklyn College.
As a child, Danny contracted polio and the March of Dimes provided him with the
equipment and physical therapy he needed at that time. With the Foundation's
help, Danny was able to recover sufficiently to walk unaided, although he has a
slight limp to this day.
After making a fortune in commodities training in the 1980's, Danny decided he
wanted to give back to those who had helped him and his family when they needed
it. During the March of Dimes 50th anniversary year in 1988, Danny made a $1
million contribution to the Foundation in recognition of its victory over polio and
newer efforts to combat birth defects.
In addition to making the donation, Danny became an active volunteer for the
March of Dimes joining the Board of the Greater New York Chapter. Thus began
Danny's active interest in the March of Dimes mission to improve the health of
infants. (He takes particular interest in our community programs to get poor
women into prenatal care. He also has an intellectual curiosity concerning our
research into gene therapy.)
Impressed with the March of Dimes work to save babies lives, Danny, over that past
decade, has made annual donations in the $50,000 to $100,000 range. During the
March of Dimes 60th anniversary year in 1998, Danny made another $1 million
pledge to the Foundation. His total contributions to date are $1.6 million, his total
pledges and contributions are $2.6 million.
Aside from the March of Dimes, Danny is an active volunteer in New York Finest (a
Police Department charity) and is a Member of the Army Navy Club as well as the
Sugar Club.
** TOTAL PAGE. 02 **
Withdrawal/Redaction Marker
Clinton Library
DOCUMENT NO.
SUBJECT/TITLE
DATE
RESTRICTION
AND TYPE
001. bio
re: Adam Simons [partial] (1 page)
n.d.
P6/b(6)
COLLECTION:
Clinton Presidential Records
First Lady's Office
Shirley Sagawa
OA/Box Number: 24342
FOLDER TITLE:
Invites Other
2013-0124-S
rc1158
RESTRICTION CODES
Presidential Records Act - |44 U.S.C. 2204(a)]
Freedom of Information Act - [5 U.S.C. 552(b)]
P1 National Security Classified Information [(a)(1) of the PRA]
b(1) National security classified information |(b)(1) of the FOIA]
P2 Relating to the appointment to Federal office |(a)(2) of the PRA)
b(2) Release would disclose internal personnel rules and practices of
P3 Release would violate a Federal statute |(a)(3) of the PRA]
an agency [(b)(2) of the FOIA]
P4 Release would disclose trade secrets or confidential commercial or
b(3) Release would violate a Federal statute |(b)(3) of the FOIA]
financial information ((a)(4) of the PRA|
b(4) Release would disclose trade secrets or confidential or financial
P5 Release would disclose confidential advice between the President
information |(b)(4) of the FOIA]
and his advisors, or between such advisors [a)(5) of the PRA|
b(6) Release would constitute a clearly unwarranted invasion of
P6 Release would constitute a clearly unwarranted invasion of
personal privacy [(b)(6) of the FOIA]
personal privacy |(a)(6) of the PRA]
b(7) Release would disclose information compiled for law enforcement
purposes |(b)(7) of the FOIA]
C. Closed in accordance with restrictions contained in donor's deed
b(8) Release would disclose information concerning the regulation of
of gift.
financial institutions |(b)(8) of the FOIA]
PRM. Personal record misfile defined in accordance with 44 U.S.C.
b(9) Release would disclose geological or geophysical information
2201(3).
concerning wells [(b)(9) of the FOIA]
RR. Document will be reviewed upon request.
Adam Simons <[email protected]>
08/02/99 04:17:47 PM
Record Type:
Record
To:
MaryEllen C. McGuire/WHO/EOP
CC:
Subject: Short Bio For Conference on Philanthropy
MaryEllen,
Hello. After having a brief meeting within the office, we have
decided just to submit my name and bio to your list for the Conference on
Philanthropy (lucky me!). So, as per your request I have pulled together a
brief bio and description of my capacity here at the American Institute of
Philanthropy. I hope that you and your colleagues will find this
information to be useful. As for contact information on me, I will be at
AIP through August 13th. However, you can always e-mail me (from today on)
at: [email protected]
I'm attaching the bio in Word format. If you need it in another
format, just let me know.
Sincerely,
Adam Simons
Young Philanthropist
AIP
- YoungPhilanthropist.doc
So Who Is He And Why Do We Want Him?
The Bio For Young Philanthropist Adam Simons
Originally from
(P6/(b)(6)
I graduated in 1998 from T.C. Williams High [001]
School and moved on to this past year to study communication at Cornell
University in Ithaca, NY. Returning in the fall as a sophomore, I will be a varsity
member of the Cornell Forensics Society (speech and debate). While competing
for Cornell last year I was elected the Vice President of the DSR-TKA National
Speech and Debate Honor Society. The duty of this position is to coordinate the
volunteer and charity efforts of teams around the nation. As a result of this, I
wanted to spend my summer learning more about philanthropy and not for profit
organizations around the country.
Enter the American Institute of Philanthropy. Since June, I have been
working as an intern in the Bethesda, MD based office doing public relations,
journalism, and some lobbying work. Specifically, I have obtained press
coverage for AIP in publications from New York to California. Recently, I wrote a
series of articles about AIP that I hope many newspapers around the nation will
paste-up and include in otherwise "dead space". Just last week, AIP unvailed its
newly designed website (www.charitywatch.org), which I played a key role in
updating. Personally and beyond my capacity at AIP, I am interested in the
relationship between for-profit companies and charities within the nonprofit
sector.
As a young philanthropist, I have learned that charity is for everyone. AIP
has a membership base that breaks through the traditional barriers of race,
socioeconomic class, and age. By attending the upcoming conference on
philanthropy, I hope to listen and engage in a meaningful dialogue with leaders
throughout the philanthropic world.
09/21/99 12:57 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
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001
AlexanderOgilyy
PUBLIC RELATIONS WORLDWIDE
FAX
To:
Mary Ellen McGeyre
Company: First Lady's Scheduling Office
Fax Number: 202.456.6244
Phone Number: 202.456.6266
Date:
September 21, 1999
Pages to Follow: 4
From: Amanda Gerbig
Alexander Ogilvy, Denver
303.615.5070
303.615.5075 (fax)
[email protected]
Dear MaΓy Ellen,
On September 10th I sent you information on KickStart.com In regards to the First
Lady's October 22ⁿᵈ philanthropy conference. I thought you may find interest in a
related story that ran in the Washington Post September 20th concerning "Charity
Online." I have attached a copy of the article, as well as the executive summary
from the study on "Socially Engaged Internet Users: Prospects for Online
Philanthropy and Activism."
As you can see, online fundralsing is a hot topic and is growing in visibility among
the philanthropy world. KickStart.com addresses many of the challenges and
concerns outlined in the executive summary, and setting the paces as a leader in this
industry. I would be happy to send you a copy of the full report and discuss this with
you further. Thank you for your time!
Regards,
Amanda Serbig Amanda Gerbig
09/21/99 12:57 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
5
002
HOME
we have
jobs!
washington
STYLE SPORTS CLASSIFIEDS MARKETPLACE
TOP NEWS WORLD NATION POLITICS METRO BUSINESS & TECH HEALTH OPINION WEATHER
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Large
Stocks:
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can they go
Monday, September 20, 1999; Page F05
Partner Sites:
Charity Online
Newsweek.com
Britannica Internet Guida
The Internet can spur social change. So says a new study on the
Related Items
Internet and charitable activity by CMS Interactive, a division of the
Print Edition
consulting firm of Craver, Mathews, Smith and Co.
Business Articles
Mondav's
Washington
The researchers concluded that the Internet represents a vast - but
Business Articles
largely untapped -- means of doing good. They identified a core group
Front Page Articles
of 7.5 million Americans - dubbed "progressive pace-setters" that
has embraced advocacy and charitable giving online; another 7.3
On Our Site
million (called "thresholders") appear close to following suit.
Stocks Page
Business and
Technology
Still, the Internet is unlikely to replace traditional avenues to charity,
the study concludes. Privacy and security are big issues: Nearly 90
percent of activists, or would-be activists, said they would never share
te/ebank
their credit card information with a philanthropic group. Also, most
Internet users say they are more likely to visit the Web site of a group
We've paid
they know of already rather than organizations they came across
top CD rates
online.
10 years
straight
IS YOUR
Improve your
outlook on life.
ENCLOSURES.
http://www.washingtonpost.com/wp-srv/WPlate/1999-09/20/020l-092099-idx.htnl
9/21/99
09/21/99 12:57 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
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003
Executive Summary
The Potential For Online Activism And Fundraising Is Vast, Bringing A New And Diverse
Generation To The Effort
Internet use is expanding at an unprecedented rate
The potential universe of socially-engaged Internet users is as large, or larger, than the
direct mail universe
While the direct mail universe is aged, online activists are young
While the direct mail universe is comprised mostly of liberal Democrats, the socially-
engaged online universe displays much greater diversity
Most Of This Potential Is Yet Untapped
Two-thirds of socially-engaged Internet users remain unaware of opportunities to take
action
Few of them have utilized the web's potential for contribution, activism or
communication
Even these online activists are more likely to have used traditional methods
The Web Is Seen Primarily A Tool For Communications, Information Gathering, And
Efficiency, Not Community
Community is a somewhat less common use
Driving Traffic To Sites Requires A Variety Of Approaches, Including Off-Line
Advertising, PR, Word Of Mouth, And Getting On Search Engines
Hunting is more common than surfing
Focus group participants name a myriad of sources of information about a charity's
website
Word of mouth, search engines, off-line advertising and PR are the top methods of
directing traffic to sites
Content Needs To Communicate Mission, Success Stories, And Financial Responsibility In
A Simple, Credible, Uncluttered Environment
The Mellman Group for Craver, Mathews, Smith, September 1999
4
09/21/99 12:58 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
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004
Web information is no less credible than that from other sources
Information about how money is spent, privacy assurances, mission statements, success
stories and information about how to take action are deemed must-haves for group
websites
Merchandise, opportunities for personalization, chat, and a way to contribute are deemed
least important
These socially-engaged Internet users want accountability and demonstrated progress
toward their goal, in exchange for their loyalty
They are much more likely than direct mail donors to require groups to demonstrate
progress and somewhat less likely to be concerned about the volume of donation requests
When visiting sites during the focus groups, participants revealed a need for sites to
balance simplicity with information
Privacy Concerns Remain An Important Impediment To Fundraising And The Sharing Of
Other Personal Information, But Doing It The First Time, Shopping, Reputation, And
Security Statements All Help Overcome The Reticence
Most are quite concerned about maintaining their privacy when sharing personal
information online
Socially-engaged Internet users are willing to provide information about their interests
and background, but reluctant to provide credit card and home data
But never say never, as many of those who have purchased online say they would never
give credit card or email information which are usually required for such transactions
Making online purchases goes some distance toward allaying privacy concerns
Doing it once makes one more inclined to do it again
Having a strong institutional reputation and a clear security statement also help alleviate
concerns
While The Web Is Seen As Having A Variety Of Important Roles For Groups, Convenience
And Reduced Organizational Overhead Are Compelling Reasons For Online Contributions
Activists see an important role for the Internet in helping groups be more accountable,
demonstrate progress and educate the public, exactly those functions they deem most
important
The Mellman Group for Craver, Mathews, Smith, September 1999
5
09/21/99, 12:58 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
005
The convenience of quick transactions and email notifications, along with reduced
overhead, are the most compelling reasons to contribute online
Online Activism Implies Permission To Groups For A Variety Of Followup
Focus group participants expect to be contacted by groups to which they have given
information or money
Taking an online action gives permission for future contact, on or off line
Cluster Analysis Reveals Five Segments Among Socially-Engaged Internet Users About A
Third Of Whom Are, Or Are About To Be, Fully Engaged
This is not the medium for everybody
The Mellman Group for Craver, Mathews, Smith, September 1999
6
09/10/99 08:19 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
002
Alexander Ogilvy
PUBLIC RELATIONS WORLDWIDE
September 10, 1999
Dear Mary Ellen:
As a follow up to our recent conversation, we are writing to recommend Janice Grissom Scott,
president of KickStart.com for an invitation to the philanthropy conference on October 22, 1999.
KickStart.com brings a new perspective to any discussion of philanthropy by speaking with the voice
of the new millennium. The Internet is a growing force in America, and the world today. According
to the Industry Standard, worldwide Internet users will reach 504.2 million by 2003. KickStart.com
harnesses the power of this exploding medium and is pioneering a new form of philanthropy.
The recently founded company plans to turn the World Wide Web into the earth's largest ongoing
grassroots fund-raiser by bringing people together in the name of community and commitment.
KickStart.com's unique combination of philanthropy, capitalism and technology benefits everyone
who participates. Local and national affinity groups, educational, community, religious and others,
are able to raise money through KickStart.com.
By establishing a KickStart.com "start page," organizations create a customized Web page that
contains information on the charity while providing an Internet portal through which group members
and supporters can shop, access a search engine and view news, calendars, weather updates and other
information. Individuals can select a KickStart.com cause to support and customize the way their
start page looks. Each time users view, conduct an Internet search from, or make an e-commerce
purchase through their start page, the designated organization raises money.
A view of the not-for-profits and charities that KickStart.com is currently helping includes:
National Cancer Prevention Fund (NCPF) - Founded in 1997, the NCPF's primary mission is to
raise funds for cancer prevention and control. In support of that mission, NCPF also organizes
community outreach events to increase public awareness.
Project New Urban Arts - Based in Providence, R1, Project New Urban Arts' mission is to enable
teens to use the arts as a context for personal development and as a tool to improve the urban
environment.
Union Gospel Mission - Founded in 1932, the Union Gospel Mission is committed to serving the
hungry, hurting and homeless in the Greater Seattle Area - 24 hours a day, 365 days a year.
By nature of the Internet, KickStart.com is both grassroots and global - and is involved with giving
across every sector. If invited to the October 22 philanthropy conference, Ms. Scott can contribute
her knowledge of and experience with the new philanthropic tools offered by today's (and
tomorrow's) technology.
Ms. Scott can be reached at the following address, phone and fax numbers:
Janice Grissom Scott, president
KickStart.com
6060 Greenwood Plaza Blvd., Suite 110
Greenwood Village, CO 80111
Phone: 303-967-2258
Fax: 303-694-9491
1475 Lawrence Street
Suice 302
Denver, CO 80202
I
Tel: 303-615-5070
Fax: 303-615-5075
www.alexanderoglivy.com
09/10/99 08:20 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
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003
We also will be happy to answer any questions you may have and to help coordinate Ms. Scott's
participation. As a former press secretary for US Secretary of Education Richard Riley, Kerri Morgan
has helped coordinate many White House conferences in the past and is located in Washington.
Amanda Gerbig works directly with KickStart and is the best source of information about the
organization and its president. For additional information on KickStart.com, please refer to the
enclosed press clippings from the Rocky Mountain News and dbusiness.com. Thank you.
Sincerely,
Imanda subig
Kerri Morgan
Amanda Gerbig
Kerri G. Morgan
Account Manager
VP/General Manager
Denver, CO
Washington, DC
Alexander Ogilvy PR
Alexander Ogilvy PR
(303) 615-5070
(202) 466-6852
09/10/99 08:20 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
004
WEB SITE HELPS KIDS RAISE FUNDS FOR SCHOOL COMPANY PROVIDES
ONLINE ALTERNATIVE TO CAR WASHES, CANDY SALES
Lisa Greim Everitt News Staff Writer
09/04/1999
Denver Rocky Mountain News
FINAL
Page 2B
(Copyright 1999)
They're coming for you, bearing M&Ms.
Gift wrap. Raffle tickets. Coupon books.
As school starts, so also does the fall fund-raising season, as kids and parents hit the
streets to raise money for soccer equipment, Scout camping trips or beakers for the
chemistry lab.
In search of a better way, KickStart.com aims to combine Internet commerce with
fund raising.
The Greenwood Village company unveiled its Web site Tuesday at www.Klckstart.com
It's Inviting any organization or cause to create a free "start page" that can include
schedules, information about the group and a photo. Supporters who visit the site
can generate revenue for groups when they click merchant or advertising links, use
the search engine or buy online.
"Any group can come In and start raising money," said Janice Grissom Scott, who
runs KickStart.
Current participants include the Evergreen Animal Protective League and the Cherry
Creek High Touchdown Club.
The revenue model is the online equivalent of supermarket certificates many groups
and schools sell. The scrip is bought by the consumer and redeemed by the store at
full face value, but the group buys the certificates at a discount and pockets the
difference.
People support causes "just by doing what they were already doing" - surfing the
Web and buying online, Scott said.
KickStart is a spinoff from another Arapahoe County Internet company, eBags.com,
which a group of former Samsonite executives launched in May to sell luggage and
other items over the Net.
Jon Nordmark, founder of eBags, got the idea for KickStart last summer when he
came upon a group of high school cheerleaders washing cars in a parking lot,
As they worked, Nordmark discovered that the group needed to raise $5,500 for
uniforms, travel and supplies.
"He thought students could be great ambassadors for eBags," Scott said. "We could
commission them on sales and build a page for them."
09/10/99 08:20 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
005
Then the entrepreneurlal wheels began to turn. Cheerleaders and high school
athletes require duffel bags for their gear. They buy purses and backpacks. They'll
need luggage for college.
KickStart was born.
Nordmark used existing e-commerce contacts from his young company, which
appears on travel and shopping sites on America Online, Preview Travel, Microsoft
Expedia and elsewhere. More than 150 merchants signed on, Including Dell
Computer, Swiss Army, Borders, Reel.com and Staples.
Persuading groups to use the site was easy, Scott said. It answers the biggest
objections to fund raising: the time and effort it takes, the upfront costs for
perishable inventory like chocolate bars and coupon books, and the often piddling
amounts of money that result.
According to Scott, early promotion of the site will concentrate on reaching national
organizations and group leaders, such as ministers and coaches.
Web shop SpireMedia designed the site. Scott and a few employees are getting it off
the ground. "It was seven yesterday," she said Monday, "but we hired two more
today."
KickStart's not the only such enterprise to collect donations on the Web.
Schoolpop.com of Menio Park, Calif., launched in June with a similar program. More
than 100 online merchants offer rebates up to 20 percent on purchases through the
site at www.schoolpop.com.
Its search engine revealed schools all over Colorado, Including Aspen Country Day
School and the Denver Street School, Snap. com provides the Web search engine and
kicks in a penny for every search to the school of one's choice.
Photo; Caption: KickStart.com launched its Web site Friday at www. KickStart.com
The Greenwood Village company aims to combine Internet commerce with fund
raising.
09/10/99 08:20 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
006
September 1, 1999 8:00am
KickStart.com plans to rev up fund-raisers
DENVER, Colo., Sept. 1 (dbusiness.com)--Last summer, the chief executive officer of
eBags Inc., a Denver-based company that sells luggage via Internet, spotted a squad
of high-school cheerleaders washing cars outside his health club. He stopped and
asked how it was going.
He walked away from the low-tech fund-raiser with an idea for a high-tech business
startup. Jon Nordmark, the eBags CEO, called the new company KickStart.com. This
week, KickStart came out klcking. The privately held company and its nine
employees announced plans to help groups ranging in size from local cheerleading
squads to international charitable organizations stage online fund-raisers.
"We have just started putting forth the effort to get (fund-raising) groups signed up,"
said Janice Grissom Scott, director of KickStart. She joined the company in April,
when Nordmark and eBags were trying to figure out what to do with the startup.
They eventually decided to spin it off, a move that officially took place last Friday.
Although eBags no longer controls KickStart, eBags investors took an equity stake in
the smaller company. KickStart also received an undisclosed amount of angel
funding-money from wealthy individual investors-this summer, helping cover
expenses until revenues start rolling in.
KickStart has established ties to 160 companies such as eBags, J.C. Penney and the
Swiss Army Store, all of which sell merchandise online. This week, the company
started establishing ties to nonprofit groups such as Girl Scout troops, high-school
bands, large nonprofit organizations and others that regularly stage fund-raising
events.
The objective Is to persuade the various nonprofit groups to set up Web sites that
will drive Web surfers to designated e-commerce sites, Each time one of the groups
sends a customer to one of the e-commerce sites and the customer buys something,
the group receives a fee, which It splits 50-50 with KickStart. Fees also will be
generated through advertisements on the groups' Web sites and through Web
surfers' use of a paid search engine available at the sites.
"We see growth taking place exponentially between now and the end of the year,"
Scott said in an interview with dbusiness.com. "The growth will be a steep hockey-
stick growth."
She declined to say how much capital KickStart has raised, but said the company has
adequate funds to get by for the time being. The company eventually may seek a
round of venture-capital investments, Scott said.
She declined to release revenue projections, but said a typical small fundraising
group such as a Scout troop might regularly draw 90 people to the group's Web site,
If each person spends $25 a year on e-commerce merchandise and periodically uses
the site's search engine and other features, the group might bring in revenue of
$1,500 to $2,000 of its own and send an equal amount to KickStart.
"There's pretty nice revenue there," Scott said. She declined to say how many fund-
raising groups are expected to use the sites linked to KickStart and its e-commerce
66/01/80
08:21 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
007
partners. KickStart is a for-profit company, though its clients generally are expected
to be nonprofit groups.
The company expects to have 50 to 100 employees within a year, Scott said.
David Algeo <mailto:[email protected]> covers the Denver region for
dbusiness.com. E-mail him with story ideas or comments.
10/12/99 15:06 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
001
Alexander Ogilvy
PUBLIC RELATIONS WORLDWIDE
FAX
To:
Mary Ellen McGeyre
Company:
First Lady's Scheduling Office
Fax Number: 202-456-6244
Phone Number:
202-456-6266
Date:
October 12, 1999
Pages to Follow:
4
Dear Mary Ellen:
Last month, I forwarded you a suggestion that KickStart.com be invited to the "Gifts to the Future"
conference on October 22, 1999. Since our last correspondence (which I've attached), KickStart.com has
gamered further media coverage and has begun helping several more not-for-profits in their fund-
raising efforts. In addition, KickStart.com is currently exploring the possibility of hosting a satellite
downlink of the conference in both Denver and Boulder, Colorado.
Excerpts from Direct Marketing News and the Industry Standard are attached, as well as a brief from the
Washington Post that underscores the potential of Internet philanthropy. As mentioned above,
KickStart.com has also recently begun helping:
D.A.R.E America
GirlSports International
I Have a Dream Foundation of Boulder County
I would like to reiterate that KickStart.com brings it new perspective to any discussion of philanthropy by
speaking with the voice of the new millennium. By nature of the Internet, KickStart.com is both
grassrools and global - and is involved with giving across every sector. If invited to the October 22
philanthropy conference, Ms. Scott can contribute her knowledge of and experience with the new
philanthropic tools offered by today's (and tomorrow's) technology.
Please let us know if we can provide you with any further information to aid in your decision.
Sincerely,
Amanda Gerbig
Kerri G. Morgan
Account Manager
VP/General Manager
Denver, CO
Washington, DC
Alexander Ogilvy PR
Alexander Ogilvy PR
(303) 615-5070
(202) 466-6852
10/12/99 15:06 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
002
The Washington Post
Monday, September 20, 1999; Page F05
Charity Online
The Internet can spur social change. So says a new study on the Internet and charitable
activity by CMS Interactive, a division of the consulting firm of Craver, Mathews, Smith
and Co.
The researchers concluded that the Internet represents a vast -- but largely untapped -
means of doing good. They identified a core group of 7.5 million Americans - dubbed
"progressive pace-setters" that has embraced advocacy and charitable giving online;
another 7.3 million (called "thresholders") appear close to following suit.
Still, the Internet is unlikely to replace traditional avenues to charity, the study concludes.
Privacy and security are big issues: Nearly 90 percent of activists, or would-be activists,
said they would never share their credit card information with a philanthropic group.
Also, most Internet users say they are more likely to visit the Web site of a group they
know of already rather than organizations they came across online.
8
DM News, September 20, 1999
KickStart.comJump-Starts Online Funds
and Web users can make donations in one
of three ways: every time a user calls up the
start-page (1 cent), every search conducted
(1.5 cents) and each purchase made (amount
Consumers donate money through simple searches, page views
determined by the retailer).
Scott estimates that 90 percent of dona-
By Michael Bush
selected nonprofit, as well as ads from par-
updated news and events Users can choose
tions will be raised through page views and
ticipating merchants, search-engine capa-
a number of organizations to donate to,
searches. The start page also will contain
KickStart.com, Denver, will launch a
bilities and links to numerous online retail-
but they must hit the Change KickStart
national news, weather, horoscopes and
plan this month that allows online con-
ers Currently, it has 45 nonprofit organi-
button to get a new organization posted.
stock information.
sumers to make donations automatically to
zations and 160 merchants signed on. It also
"Not every group they choose gels a
"Eventually, we are going 10 be able to
as many nonprofit organizations as they
is working with search engine GoTo.com.
donation each time they call up the page,"
provide marketers with the ability to deliver
want by simply calling up their browser,
"We wanted to create a portal site, not
Scott said. "If's only
highly targeted ads and
conducting searches or making purchases.
a destination site," said Janice Scoit, direc-
the group they pick to
KickStart.com (www.KickStart.com)
for of KickStart.com.
be on the first page.
KickStart.com
announcements to our
users," Scott said. "In
ALEXANDER COMMUNICATIONS
enables consumers to create a personalized
The organization chosen by the user will
And they can change
October, we will be giv-
KickStart.com start-page free of charge con-
gel its graphic displayed on the page along
that as frequently as they want."
ing retailers who are not linked to our site
taining art and updated information from a
with a history about the organization and
The program is set up so that consumers
the ability to place ads on the start-pages."
Also on the site will be access to the
GoTo.com search engine. After clicking on
a choice, the user will be provided with a
list and a link to all of the participating retail-
ers in each category.
Got Java?
For now, KickStart is concentrating on
marketing the program to nonprofit groups.
"Over the next couple of months, we
are going to be promoting it at a number
of fundraising events, and nonprofit and
technology events," Scott said. "And we
are going to be partnering with major non-
profits from 10 different cities that will be
giving us access to their lists so that we can
send out mail pieces to their donors about
10/12/99 15:07 FAX 303 5067
the program."
True North Integrates FCB
With Key Bozell Properties
Advertising agency True North Com-
munications, Chicago, announced this
month that it was folding together its FCB
Worldwide operation, its Bozell World-
wide international offices and Bozell
domestic properties in Detroit and Costa
10/12/99 15:07 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
004
IDG
STOCKMASTER
net
YOUR BUSINESS AD HERE.
Partfolio
NEW
Support Our Spensor:
Here
THE
NDUSTRY STANDARD
Media
THE NEWSMAGAZINE OF THE INTERNET ECONOMY
October 04, 1999
Online Do-Gooders
M
To:
4 FR
Speheil Proports
Philanthropists have found several ways to get donations
Th
PROBLE Brok
online, including merchant malls that route money to good
Opinied
causes and charity auctions. Here's a quick rundown of the
players in the giving game.
Fanance
ABOUT 03 MYACCOUNT METHICS
A
Marketing
By Kathi Black
Excemmence
COMPANY
PRODUCTS
PRICING
CUSTOMERS
Light
Hosts a charity mall
100 percent of
Technology
4Charity.com
that includes 31
55 merchants
San Francisco, CA
the donations go
nonprofits.
to charity.
participate.
Will soon launch a
charity mall that
About 90 percent
Will use affiliate
INC
Charitableway.com
of donations go to
Constor
programs to sign
Palo Alto, CA
up merchants for
Portable
features 1,500
charities.
the mail.
nonprofits.
C
Micketary
Offers a personalized
CharityMall.com
set of merchants to
100 percent of
Approximately 15
Free New/Mettor:
Ann Arbor, MI
every charity it signs
donations go to
merchants
charity.
participate.
up.
Past
Offers credit card
Has six affiliates:
processing for online
STANDARD
donations to 73
Amazon.com,
CharityWeb
charitles that visitors
ArtisanGifts.com,
Web
Mountain View, CA
can donate to while
90 percent.
Chipshot.com, Dell
Computer, eToys
Buy
shopping; shoppers can
nominate new charities
and Penguin
Find t
to be added.
Computing.
devel
Offers nine charities for
your C
Cybergold
members to contribute
Oakland, CA
Not applicable.
Not applicable.
here!
to.
Donates a portion of
Net
SUBSCRIBE
purchases to
200
nonprofits; has a
Gives at least 5
subsidiary called
The E
YourSchoolShop that
percent of total
Has 50 merchants
GreaterGood.com
annual purchases
Sum
generates funds for
now, but expects
Seattle, WA
more than 300 K-12
to nonprofits.
to have 100 by the
A syn
schools through
holiday season.
most
customized sites.
Confe
infor
event
Will donate a
percentage of
Gives half of the
purchases to any
Expects to have
Dow
IGive.com
affiliate
103 merchant
Evanston, IL
charity customers
commission to
Pow
choose; SQ far, 5,700
the desired
partners by
October.
different charities have
charity.
Slid
been donated to.
Now y
http://www.thestandard.com/articles/display/0,1449,6761,00.html
10/6/99
10/12/99 15:08 FAX 303 615 5067
ALEXANDER COMMUNICATIONS
down
Charlties receive
50 percent of ad
for yo
revenues sold on
prese
their pages, 50
resear
A fundraising portal
percent of
Plans to have 145
that gives nonprofits
collections
statist
their own personalized
through affiliate
merchants by the
KickStart.com
data t
Greenwood Village,
homepages and e-mail.
links (minus a
holidays; will sign
exclusive deals
Intern
CO
Hosts a charity mall
$100 handling
with merchants
where visitors can
fee); 100 percent
choose to donate to 31
of contributions
who agree to
charities.
go to charity, and
blgger donations.
1 cent for every
clickthrough to a
charity's
homepage.
Raises money for 5,500
schools; also
coordinates local
75 percent of
Has over 100
Schoolpop
merchant fundraising
collected funds go
merchant
Menlo Park, CA
efforts.
to the chosen
affiliates, including
school.
Qwest and Cisco,
Part of Working Assets,
ShopForChange.com
collects money in a
merchant mall and
5 percent of each
ShopForChange.com
distributes it among 50
total purchase
Has signed up 63
San Francisco, CA
groups. The choice of
goes to
merchants.
charlties and method of
nonprofits.
distribution is based on
customer feedback and
nominations.
A charity mail directing
funds to 500 schools;
ShopforSchool has
ShopforSchool assigns
Approximately 50
53 merchant
a sales representative
percent to 70
partners, and
ShapforSchool
to each school. It also
percent of funds
plans to promote
Edina, MN
negotiates exclusive
collected from
focused groups of
deals with merchants
merchants goes
merchants to
and plans to add
back to schools,
particular
content about
demographics.
children.
WebCharity takes
an additional 10
percent of the
Hosts online auctions
transaction price:
WebCharity
and an online thrift
For example,
someone who
Branford, CT
store; proceeds go to
Not applicable.
wins a $100 bld
700 nonprofits.
would pay $110,
with $10 going to
the selected
charity.
Get the Magazine -- 4 RISK-FREE Issues
Stock Lookup:
Site Search:
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10/6/99
OCT-13-1999 18:37
RFS-PHILANTHROPY
P.01
30 ROCKEFELLER PLAZA
NEW YORK, NEW YORK 10112
Room 5600
(212) 649-5949
Fax (212) 649-5859
FACSIMILE TRANSMITTAL
DATE:
October 13, 1999
TO:
Mary Ellen McGuire
FROM:
Charles Terry
SUBJECT:
White House Philanthropy Conference
Invitation for Eileen Rockefeller Growald
SENDING 1 PAGE/S INCLUDING THIS COVER SHEET
Mary Ellen:
Thanks for your help re: Eileen Rockefeller Growald. She will be an excellent addition
to the White House Philanthropy Conference. Not only is she a substantial
philanthropist in her own right, she is the Chair of the Rockefeller Family Philanthropy
Committee, and is very knowledgeable about philanthropy in general.
Eileen is a daughter of David Rockefeller (Sr.), is a member of numerous boards and is
engaged in a wide spectrum of philanthropic and nonprofit activities. She is strongly
interested in helping to expand philanthropy in the U.S. and in sharing the Rockefeller
family's philanthropic traditions with other interested families and individuals.
You can send an invitation to her at the following address:
Eileen Rockefeller Growald
Shelburne Farms
1911 Harbor Road
Shelburne, VT 05482
Phone: 802-985-3475
Thank you again for your thoughtful assistance.
TOTAL P.01
OCT-14-1999 20:41
UNITED WAY
213 630 2369 P.01/01
October 15, 1999
To:
Mary Ellen McQuire
White House
Office of the First Lady
From: Demetrius Stevenson
D
Greater Los Angeles Combined Federal Campaign
Via Fax: 202/456-6244
1 page
Re:
Mary J. Grayson
White House Conference on Philanthropy
Hello Mary. 1 am the current Manager of the Greater Los Angeles CFC and was referred
to you by Gayle Davis of OPM.
First, let me say thank you for providing the opportunity for Mary Grayson, a long term
CFC supporter, to travel to the White House for the upcoming conference on October 22,
1999. When I was contacted by OPM, we were more than pleased to recommend several
CFC supporters.
Secondly, I have had a few inquiries from individuals as well as our local FEB regarding
the possibility of Mary being accompanied by another CFC representative from the FEB,
LFCC or staff. Would this be possible and or appropriate? If so, what would be our next
steps regarding obtaining clearance, registering for the conference and other activities that
may be available?
Thanks for your time and I look forward to your response. I can be reached by phone at
213/630-2352 or by fax at 213/630-2369.
GREATER LOS ANGELES COMBINED FEDERAL CAMPAIGN
523 West 6th Street
Los Angeles, CA 90014
PHONE (213) 630-2362
FAX (213) 630-2369
TOTAL P.01
DANIEL K. AKAKA
MEMBER:
HAWAII
COMMITTEE ON ENERGY AND
NATURAL RESOURCES
WASHINGTON OFFICE:
COMMITTEE ON GOVERNMENTAL AFFAIRS
720 HART SENATE OFFICE
BUILDING
WASHINGTON, DC 20510
United States Senate
COMMITTEE ON INDIAN AFFAIRS
COMMITTEE ON VETERANS' AFFAIRS
TELEPHONE: (202) 224-6361
WASHINGTON, DC 20510-1103
HONOLULU OFFICE:
3106 PRINCE JONAH KUHIO
KALANIANAOLE FEDERAL BUILDING
P.O. Box 50144
October 5, 1999
HONOLULU, HI 96850
TELEPHONE: (808) 522-8970
Ms. Mary Ellen McGuire
Assistant to Deputy Chief of Staff
Office of the First Lady
Old Executive Office Building, Room 100
Washington, DC 20500
Dear Ms. McGuire:
At her request, I am forwarding herewith for your consideration a request from
Ms. Lia Shipman, a former constituent now living in Florida, for an invitation to attend the
First Lady's White House Conference on Philanthropy to be held on October 22, 1999. I
would appreciate any consideration that you can give to her.
Thank you very much.
Aloha pumehana,
Daniel X. Leaka
DANIEL K. AKAKA
U.S. Senator
Enclosure
PRINTED ON RECYCLED PAPER
MGMI
002
Lia Shipman
International Affairs
WORLD GOLF
103 PGA TOUR Boulevard
Ponte Vedra Beach, FL 32082
Ph: 904 273 7685
Fax: 904 273 3205
[email protected]
Via Fax: 202 456 6244
August 31, 1999
Ms. Mary Ellen McGuire
Office of the First Lady
Room 100
O.E.O.B.
Washington, D.C. 20500
Re: Conference on American Philanthropy, October 22, 1999
Dear Ms. McGuire,
It was pleasure to speak with you this morning. As you are aware, I am very interested in
attending the First Lady's conference regarding American philanthropy.
A strong conscience about helping others is a personal trait I developed during my youth by
fundraising for Aloha United Way, "trick-or-treating" for UNICEF during Halloween,
volunteering at the Hawaii Special Olympics and being a teacher's aide at the local Shriner's
Hospital for children.
In college, through the Joint Educational Project (J.E.P.) at the University of Southern California,
I volunteered in South Central Los Angeles classrooms, using my Spanish to translate between
teacher and student and becoming a mentor to several latinas, like myself. Part of my college
education was funded by grants from the Los Angeles Philanthropic Foundation.
While at USC I was a member of the Trojan Democrats and interned for Willic Brown during his
last term as Speaker of the Assembly for California. After college I returned home to Hawaii and
worked in the state capitol as an aide to Senator Milton Holt.
Donating my time and energy to improve my community has continued during my career at the
PGA TOUR. Here in Jacksonville I volunteer with The Children's Home Society, help run an
all-women's surf contest whose proceeds go to Komen's "Race for the Cure" and am gearing up
for the fall start of a new mentoring program at the high school near my home.
10/01/99 FRI 16:50 FAX 904 273 3205
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003
Much of the reason why I accepted a position with the TOUR was because of this company's
commitment to charity. Currently I am a coordinator with International Affairs, working to
develop tournaments around the world whose proceeds go to local charitable organizations.
Next fall, I look forward to attending business school, focusing on international aspects with
close attention to emerging economies. Some career goals are to work for the World Bank after
receiving my MBA and later become an Executive Director of a well-respected international
philanthropic organization (exactly which one, I'm not sure!).
I would very much like to attend Mrs. Clinton's conference to hear about new ideas and perhaps
meet some role models which may help focus my career objectives and personal goals. Here in
Jacksonville, despite all my volunteer hours, I don't meet like-minded young people and dearly
wish to learn what other youth are doing around the country to promote "Generation X"
helpfulness. I want to be exposed to the latest ideas in philanthropy, learn what is being done- -
and what goes undone.
I cannot express enough how much I admire and respect Mrs. Clinton and hold her as a role
model. To hear her speak in person about a subject that is SO close to my heart would be a dream
come true. I appreciate your time and hope to speak with you again soon. Please let me know if I
should send a resume, letters of recommendation, I'm not sure what else... I am relying on you
for this opportunity and hope you recognize that I have potential in this field and deserve the
chance to learn from the best. Thank you and best regards.
Lea Sincerely, Heripinan
Karen Kaimalie "Lia" Shipman
10/01/99 FRI 16:51 FAX 904 273 3205
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Karen Kaimalie "Lia" Shipman
103 PGA TOUR Boulevard
Ponte Vedra Beach, FL 32082
[email protected]
(904) 273-7685 (day) (904) 246-7746 (night)
OBJECTIVE
To learn and develop international business skills which will help me realize my goal of working
for and leading others within a global non-governmental organization such as the World Bank or
the Carter Center, etc.
WORK EXPERIENCE
Marketing Assistant, International Affairs, PGA TOUR, November 1997 - present
Research prospective sponsors and host venues (with a focus on local political and economic
situations), translate teleconferences and business documents, prepare collateral, reports and
presentations for the world's top international golf tournaments.
Other experiences at the TOUR include media relations (organized and managed media
centers at several top golf tournaments in the U.S., wrote press releases and tournament
program articles and worked extensively with international media) and client services
(organized corporate hospitality programs and was the main liaison between title sponsors
and the TOUR)
Project Manager, 1997 Ryder Cup, January - October 1997
Managed a multi-million dollar private accommodations program in Sotogrande, Spain.
Contracted and rented inventory, managed multi-currency accounts and developed budgets
and operation plans. Also performed translation services at many high level Ryder Cup
organizational meetings and, during the event, supervised specific on-course hospitality
programs.
Contest Administration, Triple Crown and other international surfing competitions, 1986-1996
Organized events, contracted and worked with sponsors, athlete, public and media relations,
scoring, etc. Highlights include interviewing competitors for international television and
print media as well as writing articles for the news wire.
Event Coordinator, Professional Expositions, June - November 1996.
Organized and promoted cultural and sporting events. Prepared budget, created sales and
media collateral, worked with the Hawaii State Government and the media, managed event
staff, reserved/decorated promotional space and translated for the Cuban national volleyball
team.
Legislative Aide, Hawaii State Senator Milton Holt, January - June 1996
Fielded constituent phone calls, legal research, prepared legislative materials, assisted on the
Senate floor, responded to constituent letters and worked with the media.
Page I of 2
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005
Karen Kaimalie "Lia" Shipman (continued)
EDUCATION
Attended Punahou School, one of the top private schools in the nation, from kindergarten
through 12th grade
B.A. University of Southern California, May 1995 (double major in Broadcast Journalism
and Anthropology) 3.35 GPA
Fluent in Spanish
ADDITIONAL POSITIONS OR EXPERIENCES
Production assistant to NBC Sports (pre-Ryder Cup '97 shoot)
Writer and photographer for "Ka Nupepa" a Hawaii community publication
Head water polo coach for girls (won Hawaii State Championships) and boys for PAC-5
high schools as well as for boys at Moanalua High School)
Interned for California State Speaker of the Assembly Willie Brown
Managed the Sports Information Desk at the IX Water Polo World Cup in Atlanta (an
Olympic Test Event)
Professional surfer (Ranked 75th out of 500 in the world in 1996)
Played varsity water polo for USC women's team, third in Nationals 1995
USC Program Board Director of Special Events
Lifeguard at USC and in Hawaii
Ocean recreation specialist with the Dept. of Parks and Recreation - Hawaii
Camp counselor in Hawaii and Atlanta, Georgia
Mentor with the Joint Educational Project at USC (translated in South Central, Los
Angeles classrooms and was a mentor to several teenage girls)
Floral Designer at USC
Administrative assistant at Elissa Josephson Public Relations - Hawaii
Gas station attendant/auto mechanic, Sunset Beach Chevron - Hawaii
Television extra - California and Hawaii
PERSONAL
Positive, ambitious, outgoing, organized, timely, responsible, possess above average
computer and writing skills. Able to work independently and/or with teams. Strong sports
orientation, a love of surfing, all water sports, running, soccer, dancing and golf. Personally
compelled to volunteer in the community. Special interest in international travel, meeting
new pcople, sharing ideas and working cross-culturally.
Page 2 of 2
Withdrawal/Redaction Marker
Clinton Library
DOCUMENT NO.
SUBJECT/TITLE
DATE
RESTRICTION
AND TYPE
002. fax
Lia Shipman to James Sakai re: SSN [partial] (1 page)
10/01/1999
P6/b(6)
COLLECTION:
Clinton Presidential Records
First Lady's Office
Shirley Sagawa
OA/Box Number: 24342
FOLDER TITLE:
Invites Other
2013-0124-S
rc1158
RESTRICTION CODES
Presidential Records Act - |44 U.S.C. 2204(a)]
Freedom of Information Act - [5 U.S.C. 552(b)]
PI National Security Classified Information [(a)(1) of the PRA
b(1) National security classified information |(b)(1) of the FOIA]
P2 Relating to the appointment to Federal office |(a)(2) of the PRA|
h(2) Release would disclose internal personnel rules and practices of
P3 Release would violate a Federal statute [(a)(3) of the PRAJ
an agency |(b)(2) of the FOIA]
P4 Release would disclose trade secrets or confidential commercial or
b(3) Release would violate a Federal statute [(b)(3) of the FOIA|
financial information [(a)(4) of the PRA]
b(4) Release would disclose trade secrets or confidential or financial
P5 Release would disclose confidential advice between the President
information [(b)(4) of the FOIA]
and his advisors, or between such advisors [a)(5) of the PRA]
b(6) Release would constitute a clearly unwarranted invasion of
P6 Release would constitute a clearly unwarranted invasion of
personal privacy |(b)(6) of the FOIA]
personal privacy |(a)(6) of the PRA]
b(7) Release would disclose information compiled for law enforcement
purposes |(b)(7) of the FOIA]
C. Closed in accordance with restrictions contained in donor's deed
b(8) Release would disclose information concerning the regulation of
of gift.
financial institutions [(b)(8) of the FOIA]
PRM. Personal record misfile defined in accordance with 44 U.S.C.
b(9) Release would disclose geological or geophysical information
2201(3).
concerning wells |(b)(9) of the FOIA|
RR. Document will be reviewed upon request.
10/01/99 FRI 16:50 FAX 904 273 3205
CHAMP MGMT
001
[002]
P6/(b)(6)
Fax Cover
This is a confidential message, intended solely for the person to whom it is
addressed. If you receive this message in error, please forward it to the
correct person, or mail it back to us. Thank you.
PGA TOUR
To
Mr. James Sakai
Fax No.
202 224 2126
From
Lia Shipman
Date/Time
October I. 1999
Subject
First Lady's conference on philanthropy
Pages
5, including this one
Dear Mr. Sakai,
Thank you for kindly returning my phone call. As you know, I
am very interested in attending the First Lady's conference on
American philanthropy to be held October 22 at the White
House. I hope to gain Senator Akaka's support in my efforts to
attend the event. Mr. Sam Callejo of Governor Cayetano's
office has already phoned the Office of the First Lady on my
behalf, but any help Senator Akaka can give would be very much
appreciated.
Please find attached a letter to Ms. McGuire, of the Office of
the First Lady, detailing why I would like to participate in the
conference. My resume is also attached so you will know a
little more about me.
Basically, I am a local girl with big dreams. My aloha spirit is
very strong and I always am involved with organizations that
help to improve the lives of others, wherever I live. To me, this
is a special trait, one I wish to expand upon and develop. I
would like to hear what the experts have to say on the state of
philanthropy in our nation and the world. It is my hope that
one day, I too, will become an expert on giving, encouraging
others to do so as well.
Thank you for your time and consideracion of my request.
WORLD GOLF
Shipman
112 PGA TOUR Rivd
Ponte Veda Bdh. FL. 12082
904/273-7685
904/273-3205 Far
TONY P. HALL
1432 LONGWORTH HOUSE OFFICE
BUILDING
THIRD DISTRICT, OHIO
WASHINGTON, DC 20515-3503
(202) 225-6465
COMMITTEES
HOUSE COMMITTEE ON RULES
DISTRICT OFFICE:
RANKING MINORITY MEMBER
Congress of the United States
501 FEDERAL BUILDING
200 WEST SECOND STREET
SUBCOMMITTEE ON RULES AND
ORGANIZATION OF THE HOUSE
house of Representations
wen
DAYTON, OH 45402
(937) 225-2843
CHAIRMAN
DEMOCRATIC TASK FORCE ON HUNGER
Washington, DC 20515
October 7, 1999
First Lady Hillary Rodham Clinton
The White House
Washington D.C. 20500
Dear First Lady Hillary Rodham Clinton:
I am writing in an effort to assist a very good friend, Dr. Sanford M. Shapero. Dr.
Shapero has expressed a keen interest in the upcoming White House Conference on
Philanthropy: Gifts to the Future. I have enclosed a copy of his note to me and resume for
your use.
Dr. Shapero has had a distinguished career in philanthropy and community leadership. His
service has ranged from being one of our nations leading Rabbis to directing a premier health care
organization. He now shares his skill and knowledge with organizations across America and
abroad. Dr. Shapero has been an innovator over time and would greatly contribute to your goal
of preserving and enhancing the unparalleled American tradition of philanthropy into the next
millennium.
As you finalize the conference plans, I would encourage you to involve and utilize Dr.
Shapero in any appropriate way to further the effectiveness and success of this historic event.
Thank you and best wishes.
Sincerely,
Tony P. Hall
Member of Congress
PRINTED ON RECYCLED PAPER
Dr. Sanford M. Shapero
1801 Century Park East, 23rd floor
Los Angeles, CA 90067
310.553-3230; Fax 310.551-0796
September 29, 1999
Congressman Tony P. Hall
1432 Longworth Building
Washington, D.C. 20515
Dear Tony:
I have heard of the Conference on Philanthropy sponsored by the White House to be
held October 22nd.
I spent (as you know) many years directing a major philanthropy. Many of the innovative
ideas we pioneered are now used by charities across the nation. To raise philanthropic
dollars, one must have a great and honest cause, individuals of ethical caliber and
integrity to deliver the message and a mission that strives to touch mankind's higher
instincts, and in doing so, brings more peace, harmony, health and spiritual well being to
our needy world.
I now address such issues in keynote addresses in this country and overseas.
Hopefully, I can be included in this important conference. Perhaps you can refer my
request to the appropriate person. For that I am most appreciative.
Keep up your good and noble work. I read of your caring ways in a variety of press
stories 1 see during my travels.
As always, cordial best wishes and blessings,
Dr. Sanford Sandy M. Shapero
P.S. I enclose a bio if you wish to review it.
DR. SANFORD M. SHAPERO
1801 Century Park East
23rd Floor
Los Angeles, CA 90067-2320
Office: 310-553-3230 0 Fax: 310-551-0796
Residence: 310-274-4698 0 Fax: 310-275-5216
SUMMARY
Executive with a diverse background in leading volunteer/non-profit
organizations in fundraising, development, community programs, team building
and creation of new strategies for communicating with a variety of donor
groups. An excellent communicator with strong problem solving and
interpersonal skills. A high energy leader, inspirational style.
EXPERIENCE
1997 -
THE SANFORD GROUP
Present
Consulting firm specializing in organizational growth, fund-raising and strategic
planning.
Representative clients:
o
Orthopaedic Hospital Foundation, Los Angeles, CA.
Fundraising and Strategic Planning
o
The University of Southern California, Los Angeles, CA.
Development and Fundraising Consultation / Adjunct Professor of
Gerontology.
0
Taipai and Kaohsiung Departments of Health: Leadership Training,
Taiwan.
o
I-Shou University, Taiwan
Leadership and Biotech Development.
o
GGB Biology Corporation, Taiwan.
Foundation Organization and Development, Marketing and Public
Relations.
1979 .
CITY OF HOPE NATIONAL MEDICAL CENTER, Los Angeles, CA
1996
$400mNCI comprehensive cancer center, national medical center and the
Beckman Research Institute. International network of philanthropy generating
$150M in giving per year.
President and Chief Executive Officer
1985 - 96
O
Led successful turnaround of institution from annual losses of $20M to
profitability and growth.
o
Established City of Hope as a preeminent tertiary care center and
research institution, created one of the first cancer "carve outs."
0
Completely redesigned fundraising, increasing giving from $12M to
$150M in 7 years:
DR. SANFORD M. SHAPERO
Page 2
Created planning giving department / Directed mail campaign generating
$10M a year / Organized fund raising team generating $ 79M a year with
10% admin. cost / Created a "cause related" marketing program with
major industry groups and intergenerational groups / Orchestrated
innovative outreach to financial planners, CPAs, attorneys, referring
clients to City of Hope.
0
Founded the Institute for Applied Health Care Ethics.
0
Established PH.D. granting Graduate School.
0
Created corporate strategic alliances which generate multi-million dollar
recurring revenue to the institution annually.
Associate Executive Director 1983 - 85 / National Director of Communications 1979 - 83
1970 -
UNION OF AMERICAN HEBREW CONGREGATONS, Miami, Florida
1979
Regional Director
1969 -
NORTH AMERICAN BIOLOGICALS (NABI)
1970
Vice President
Development of new product lines, marketing, community relations and
recruitment of scientific staff.
1968 -
ALLIANCE MEDICAL INDUSTRIES, Stratford, Connecticut
1969
National nursing home chain,
Vice President
Developed all marketing and PR materials. Supervised staff across U.S.
EDUCATION
Hebrew Union College - Cincinnati, OH
DHL Education
Hebrew Union College - Cincinnati, OH
MHL Literature
University of Dayton - Ohio
BA Psych./Soc.
HONORARY DEGREES
Hebrew Union College - Cincinnati, OH
DHL Humane Letters
Hebrew Union College - Cincinnati, OH
DD Divinity
CONGREGATIONS
Chaplain . United States Navy / Rabbi - Elmira, New York
Senior Rabbi - Bridgeport, Connecticut / Senior Rabbi - Beverly Hills, CA
PROFESSIONAL CERTIFICATION
Academy of Nursing Home Administrators 11 Gerontology, University of Georgia, Duke
University, Univ. of Michigan 11 Finance & Corporate Strategy, Harvard Univ. Grad. School
of Business 11 Nursing Home Administration, Northeastern University
SPECIAL APPOINTMENTS
Presidential appointment (4 year term) to National Advisory Council on Aging
of the National Institutes of Health (NIH), Washington, DC.
The Union Institute
Office for Social Responsibility
Center for Public Policy
Center for Women
1710 Rhode Island Avenue, N.W.
Suite 1100
Washington, D.C. 20036-3007
202/496-1630
800/969-6676
TDD 800/486-9968
FAX 202/496-1635
August 12, 1999
Ms. Mary Ellen McGuire
Office of the First Lady
Old Executive Office Building, Suite 101
The White House
Washington, D.C. 20500
Dear Mary Ellen McGuire:
Thank you for having taken the time to chat with me about the philanthropy conference. While both
Melanne and Shirley are aware of our work, I thought it might be helpful to enclose a brief overview of
some of our past formal nonprofit/philanthropic sector efforts. Perhaps most relevant to the conference, we
are supported by a number of foundations to help keep philanthropic leaders apprised of new developments
and emerging issues of consequence to charitable endeavor.
I am writing to provide you with a copy of the 1988 report I mentioned in our telephone conversation. In
addition to the tabbed ideas for "inculcating philanthropy," you might be interested in the first two
chapters. The discussion in chapter two is even more pressing today - it has been extended in other work
that we have done. Still further, I am enclosing one of my earliest Opinion pieces from The Chronicle of
Philanthropy which speaks to some of the issues that might concern you today.
Please let me know if I might be of assistance.
Sincerely,
Mark
Mark Rosenman
Vice President, Social Responsibility
Enclosures
The Union Institute
Office for Social Responsibility
Center for Public Policy
Center for Women
1710 Rhode Island Avenue, N.W.
Suite 1100
Washington, D.C. 20036-3007
202/496-1630
800/969-6676
TDD 800/486-9968
FAX 202/496-1635
Center for Public Policy
The mission of the Center for Public Policy (CPP) is to advance the formulation of quality public policy by
promoting equal access to, and encouraging full participation in, the policy-making process. The Center
promotes this goal through applied academic research which expands the boundaries of the domestic policy
debate by advocating a mix of voices, examining the status quo, and seeking alternative models and practices.
Our work aims to be useful, reliable, and forward-thinking; we are recognized experts in nonprofit policy and
related topics.
The Center links the academic and practitioner worlds by providing accessible scholarship and opportunities
to share ideas and information. We undertake work which is collaborative in nature, values process as an
important outcome, and promotes change in action or thought. All of our projects have social transformation
as an underlying principle; they are listed below.
The Exploratory Project on Financing the Nonprofit Sector was the Center's first major endeavor, begun
in 1987. This project was funded by the Aetna, Ford, Hitachi, Joyce, Primerica, Prudential, and Warner-
Lambert Foundations, and the Rockefeller Brothers Fund.
A major report listing financing recommendations, Part of the Solution: Innovative Approaches to
Nonprofit Funding, was published in 1988. Several of the report's recommendations have been the
focus of continuing initiatives.
In 1989 the Center expanded upon an Exploratory Project recommendation by undertaking the Statewide
Nonprofit Associations Project, a research survey of statewide (and other) associations of nonprofit
organizations. The ARCO, Ford, and Charles Stewart Mott Foundations, the Rockefeller Brothers Fund, and
an anonymous donor provided support for this project. Apple Community Affairs contributed hardware and
software to enable the project to computerize and establish a telecommunications network; the Caere
Corporation also contributed software.
In conjunction with The National Council of Nonprofit Associations, this project developed six new
state associations of nonprofits and provided capacity-building assistance to 12 existing associations.
Three reports were produced: Survey of Associations of Nonprofit Organizations in 1990, Building
Our Might: Establishing a Statewide Nonprofit Association in 1991, and A Place at the Table: A
Study of the Statewide Nonprofit Association Movement in 1992.
The Forum on Public/Private Social Concern was a three year initiative begun in 1990, which brought
together people in government, (federal, state, and local levels), foundations, and corporations, as well as
policy-makers and analysts, to create an informal, neutral ground on which to explore collaboration around
important social needs. Support for the Forum was provided by the Ford and W.K. Kellogg Foundations.
During the first year, the Forum focused on problems faced by inner-city young men in low-income
families. This work produced four documents: Structural Impediments to Success: A Look at
Disadvantaged Young Men in Urban Areas, Long-Term Investments in Youth: The Need for
Comprehensive Programs for Disadvantaged Young Men in Urban Areas, A Call for Culturally
Sensitive Programs to Serve Disadvantaged Youth, and an Annotated Bibliography on
Disadvantaged Young Men. All of these documents were combined in 1991 into a single report,
Disadvantaged Young Men in Urban Areas.
During the second year, the Forum produced Public Will, accompanied by an Annotated
Bibliography on Public Will, which considered the relationship between public will, public policy,
and philanthropy.
In its third year, 1993, the Forum produced Public Will: Its Connection to Public Policy and
Philanthropy to assist funders and policy makers in helping to facilitate the development of public
will.
A second phase of The Forum on Public/Private Social Concern, funded by the W.K. Kellogg Foundation,
was begun in 1995 and is scheduled to run to early 1998. Modeled on the previous Forum, this project brings
together the government, corporate, foundation, and nonprofit sectors to focus on each's roles and
responsibilities in community problem-solving, and to identify substantive ways of collaborating with each
other.
Four sector-specific meetings took place in Spring 1996, followed by a conference in September
1996 at which all sectors were represented.
Plans are underway to explore sector roles and responsibilities within a specific subject area in two
test states.
The Center, concerned that the capacity of nonprofit organizations to advocate in the public interest was not
being sufficiently developed, initiated a study on Nonprofit Advocacy. The Aetna, AT&T. Bauman, Joyce,
and Prudential Foundations. and an anonymous donor, provided support for this effort.
Published in 1995, this project's report, Understanding Nonprofit Advocacy: Defining,
Celebrating, and Defending an American Tradition, defines advocacy, chronicles the history and
importance to democracy of nonprofit advocacy, and outlines why nonprofit advocacy organizations
are necessary.
The Nonprofit Policy Agenda Project, begun in 1991, was designed to develop a comprehensive,
affirmative public policy agenda for the benefit of the nonprofit sector. The project was supported by the
AT&T, Johnson, W.K. Kellogg, and Charles Stewart Mott Foundations, and an anonymous donor.
The Nonprofit Policy Agenda: Recommendations for State and Local Action, published in 1992,
defined specific government actions which could help develop a policy climate and context more
supportive of voluntary, charitable initiative.
The State-Level Nonprofit Policy Agenda Project, an outgrowth of the Nonprofit Policy Agenda Project,
worked with the established nonprofit infrastructure in five demonstration states in the development and
implementation of a nonprofit policy agenda which addressed sectorwide issues in their states. This project
was funded by the Johnson, W.K. Kellogg, and Charles Stewart Mott Foundations, the Rockefeller Brothers
Fund, and an anonymous donor.
Center for Public Policy, October 1996
2
Four pieces of nonprofit-specific legislation were introduced in the state of Maryland.
Efforts to impose payments-in-lieu-of-taxes on nonprofit organizations in Wilmington, Delaware
were stopped.
Nonprofit organizations in Washington were included in the Secretary of State's deliberations about
the state's nonprofit incorporation act and related matters.
Plans to alter procurement policy in the state of Delaware were halted to allow for nonprofit input.
A statewide nonprofit association executive director was appointed to the Maryland Governor's
Council on Management and Productivity.
Nonprofit Days, attended by hundreds of nonprofits, were held in the state capitals of Delaware and
Maryland.
Meetings at which nonprofit organizations gathered to discuss policy matters were held in four states.
In California alone, nearly 1,000 people attended eight regional meetings.
A comprehensive nonprofit library, available to other scholars, was created.
Two reports will be released in November 1996 with the intent of advancing similar activities in
other states: Promoting Policy Partnerships: Creating a State Nonprofit Policy Agenda, and
Organizing the Nonprofit Sector: A Replication Guide for Crafting a State Nonprofit Policy
Agenda.
The Neighborhood Assistance Program (NAP) Project began in 1992, following through on a
recommendation from the Exploratory Project. The Center for Public Policy was invited by officials from
several states to extend its work in support of Neighborhood Assistance Programs, which offer tax credits to
businesses making contributions to community-based nonprofits. Support for Phase I & II of the project was
provided by the Aetna, Dunn Family, Prudential, Surdna, and Tasty Baking Foundations, Emerson Electric
Company, the Philadelphia Urban Coalition, United Missouri Bank, and Union Electric. Support in Phase III
of this project was provided by Surdna Foundation, CoreStates Bank, Fortis Benefits, and the Sun Company.
Neighbors Building Community: A Report on the Neighborhood Assistance Act, a comparative
study of state NAPs, was originally published in 1992 and revised in 1995 with the inclusion of
model legislation and a replication guide to promote the creation of NAPs in other states.
A conference of NAP state officials and representatives of national organizations concerned with
housing and community development was held in 1992.
Four regional NAP workshops, drawing over 100 people from 25 states, were held in 1994 and 1995
to assist state administrators with information-sharing and provide peer-to-peer technical assistance.
NAPs were established in two states, Illinois and Kansas, and program modification, including
increased funding, occurred in states with existing programs.
NAP legislation was introduced in three states, Maryland, West Virginia, and Oregon.
Project staff testified about NAPs, by invitation, before the Maryland state legislature.
Center for Public Policy, October 1996
3
Government and Nonprofits: The Impact and Efficacy of Contracting provided an array of viewpoints
of the government-private sector contracting relationship by examining current literature, questioning current
arrangements, conducting on-site case studies, and bringing together some of the best thinkers on the subject.
This project was funded by the Ford Foundation and an anonymous donor.
An invitational Roundtable with representatives from nonprofit organizations (both staff and
volunteers), government, public service labor unions, taxpayers, and human service clients in
attendance was held in March 1994. Other entities were inspired to model activity after this effort,
such as the Connecticut's Office of Policy and Management. which held a Purchase of Service
Conference in December 1994 using four of the speakers and many of the ideas from the project's
Roundtable conference.
Four documents were published: Who is Delivering The Goods in a Changing Economy: An
Opportunity to Redefine the Social Contract, The Mix-of-Voices in Human Services Contracting,
A Means to an End: The Role of Nonprofit-Government Contracting in Sustaining the Social
Contract, and Nonprofit/Government Contracting and Sectoral Relationships: An Annotated
Bibliography.
The Nonprofit Sector Infrastructure Project began in 1994 to assess, through a literature search, surveys,
interviews, focus groups, and a conference, the sector's current self-help capacity. The project identified
strategies for addressing current gaps in the provision of managerial, technical, and capacity-building services
to nonprofits, and categorized ways to build sector expertise and solidify sector viability. This project was
funded by the Charles Stewart Mott Foundation and the Rockefeller Brothers Fund.
An invitational conference was held at the Rockefeller Brothers Fund Pocantico Conference Center
with representatives from foundations and regional associations of grantmakers, state associations of
nonprofits, Points of Light, universities, United Way, management support organizations, and
frontline nonprofit organizations.
A report highlighting specific strategies for action, Mission Possible: 200 Ways to Strengthen the
Nonprofit Sector's Infrastructure, was published in Spring 1996.
Center for Public Policy, October 1996
4
THE CHRONICLE OF PHILANTHROPY.
1010-070m Copyright c 1000 by The Chronicle of Philosthropy
Vol. II, No.
I
October 17, 1989
$2.75
October 17, 1989
THE CHRONICLE OF PHILANTHROPY
31
32
THE CHRONICLE OF PHILANTHROPY
October
17,
1989
We Need to Cultivate a Tradition
of Social Responsibility
OPINION
Continued from Page 31
to rethink and expand these equa-
how soon an improved bottom line
tions.
will enhance their own marketabil-
It is time to ask ourselves how
ity. Action that might make them
long we can perpetuate these
look good in the short term is taken
myths. How long can we think that
We Need to Cultivate a Tradition of Social Responsibility
with the expectation that it will get
any of us is insulated from the con-
them a better job well before the
sequences of short-range defini-
long-range pitfalls are ever seen.
tions of self-interest? How long can
By MARK ROSENMAN
afraid that largesse, the Lady Bountiful
albeit unintended, of public policy. Yet
we sustain erosion in the quality of
W
HEN MY OLDER CHILD recog-
syndrome, characterizes too much of
those same institutions and policies ben-
O
UR ELECTED OFFICIALS are
life before it starts to affect us di-
nized his discomfort with the
beneficent behavior. I believe that our
efit many of us.
not always much different.
rectly?
school he attended and sought
individual and national sense of social
I would contend that those of us who
Too often their principal
We cannot respond to these
an alternative, I was struck by some-
responsibility is too low.
achieve a reasonable quality of life (or
concern seems to be their constitu-
problems and challenges with lar-
thing
a
the new one he picked. At
This issue goes beyond compassion. It
better) ought no longer think of our-
encies (which, beyond their partic-
gesse. Lady Bountiful's mansion is
the old school our children were taught
cuts to the heart of how we see ourselves
selves as the benign beneficiaries of
ular electorate, include the special
crumbling at the foundation. And
that
were many people less fortu-
in the world, how we act in our daily
blameless circumstance. Given the ineq-
corporate interests determined by
besides, compassion and cans of
mate than they, and they were encour-
lives, what we want our children to
uities that permeate our society, we can-
committee assignments). Only fi-
food are not enough.
aged to bring gifts of food to school for
learn, and how we want our non-profit
not simply applaud ourselves for hard
nally comes the national interest.
Philanthropy and charity, acts
holiday distribution to the needy. They
institutions and government to operate.
work and accomplishment, inferentially
Even then, many seem to operate
based on love of humankind, need
taught that those of privilege ought
Many of us benefit from social sys-
blaming the victims for their own poor
without a full appreciation of the
to be understood with regard for
to think of poor people at traditional
tems that manifest gross inequities, sys-
lot.
long term. Today's exigencies de-
ourselves as well as others. They
termine tomorrow's agenda. They
need to originate in a sense of long-
of giving. They were taught to
tems that create need as much as they do
sometimes seem to have little criti-
range interest embracing ourselves
compassion. But there was no at-
the privileges some of us enjoy. And
S
IMPLY PUT, if we profit from ineq-
CAN sense of the full implications of
and others. It is the commonwealth
tempt to help them learn more, to under-
those inequities are growing: The rich
uitable and malfunctioning sys-
their decisions or of responsibility
that must inform our concern and
the conditions and causes of pov-
are richer and the poor are poorer than at
tems, we hold some responsibil-
for their actions: This is the solu-
motivate new action.
erty and other needs. In effect, they
any time since we began to keep such
ity for those systems themselves. We
tion today; someone eise may face
taught largesse.
data. The middle class also is in decline.
can no longer afford to act as if our social
the new problems it creates later.
E NEED to find ways to
What struck me about the new school
Other problems affecting all of us
systems are an immutable given, that
Corporate America, however, is
something said by a teacher. He ex-
what is simply is, and that much is the
W
better inculcate true phi-
abound, grow worse, and seem more in-
becoming painfully aware of slip-
lanthropy among the
plained that the school involved its stu-
tractable. The environment is despoiled
random luck of the draw. To do $0 is to
page in the international market-
young and to expand our own char-
with those of greater need and re-
and toxic substances poison us. Health
operate against our own self-interest and
place because of its failure 10 invest
itable behavior. Many philanthro-
quired community service. He also told
and the need for long-term care outstrip
in disservice to a multitude of others.
in the future, and to reward those
pies themselves need to move be-
us that teachers would help students to
private resources. Neighborhoods and
Our society, our economy, have a
who act as if they have some re-
yond sophisticated versions of lar-
from these caring experiences, that
schools deteriorate. Crime becomes epi-
very short-range focus. We are so ori-
sponsibility for that future. Per-
gesse toward support for initiatives
they would be embedded in examina-
demic. Working parents are without de-
ented to tomorrow's implications of to-
haps a redefinition of corporate
which can bring substantive
of the problems confronted. I sud-
cent child care. Reasonably well-paying
day's actions that we fail to fully under-
self-interest might emerge.
change. Business and government
understood that my children
jobs disappear. The homeless and
stand the true dimensions of self-inter-
Unfortunately, some politicians
need to operate with concern for
have an opportunity to learn so-
hungry populate our streets. Racial and
est.
are lagging behind corporations in
long-range development and con-
cial responsibility.
ethnic violence reemerge. And on and
Too frequently. corporate decisions
such reconsideration. However,
sequence.
It
to me that this dichotomy
on.
that might be contrary to a business's
since so many elected officials
However, most critical to the
be
largesse and social responsibil-
Those problems are not without
long-term development interests (not to
seem so sensitive to the needs of
very heart of philanthropy, we
ky deserves thought as we consider the
cause. They reflect the ways our social
mention the public's) are made by peo-
corporations, perhaps a redefini-
need to hold ourselves, our
tion of business interest will filter
to increase the philanthropy of our
schools, and our leaders account-
systems and institutions are organized
ple whose principal concern seems to be
through to national policy.
able for imbuing daily decisions
population, especially the young. I am
and operate. They are a consequence,
Continued on Page 32
These short-range approaches to
and actions with the imperative of
individual, corporate, and national
social responsibility.
self-interest do not serve us well.
Even if we are I
that decreas-
Mark Rosenman is director of the
ing por of our population that
1
Institute's Center for Public
reaps imme e benefit, we
Policy.
AIP
American Institute of Philanthropy
Helping You Give Wisely
July 21, 1999
Mary Ellen McGuire
Office of the First Lady
OEOB 101
Washington, DC 20500
Dear Ms. McGuire:
I'm writing this letter to officially request that the American Institute of Philanthropy be
included in the October conference on philanthropy at the White House. Our organization has
been working since 1992 to help Americans to maximize the effectiveness of every dollar they
send to charity. Enclosed with this letter you will not only find press clippings about AIP, but
you will also find a copy of our Charity Rating Guide and Watchdog Report.
AIP is a public service organization with over 5,000 members from all sides of the political
spectrum. Our membership consists of charitable donors who rely on AIP to identify efficient,
ethical, and accountable charities to support.
Many of the press clippings detail the work of our president, Daniel Borochoff. Mr.
Borochoff has been quoted in countless newspapers and interviewed on scores of radio and
television programs around the country. Last month he spoke at a conference in New York City,
convened by seventeen Attorney Generals' offices, concerning business/non-profit partnerships.
Because of his expertise in the world of philanthropy, he will make a fine speaker at your
conference.
Beyond offering Mr. Borochoff as a speaker to your conference, we are also pleased to suggest
that you include a handful of our young philanthropists" in your conference. These college
students have spent this summer dedicating their time and energy to the study and advocacy of
wise philanthropy and would make fine additions to the meeting. Among the young
philanthropists are: myself (Adam Simons), Lanette Stamper, Aliza Rand, and other staff
members Shelby Heard, Ashley Lauren, and Jessica Krivan. By including Mr. Borochoff, as well
as any or all of these students and staff you will truly serve to diversify your gathering and prove
that philanthropy is for everyone.
We at AIP would like to thank you and the Office of the First Lady for planning such a
commendable event. Hopefully out of the exchange of ideas in October will come a renewed
spirit of giving for all Americans.
Respectfully,
Adam J. Stmons Adam
Young Philanthropist
4905 Del Ray Avenue, Suite 300
Bethesda, MD 20814
Tel: 301/913-5200 Fax: 301/913-5408
American Institute of Philanthropy
Goals and Accomplishments
IMPROVING PHILANTHROPY
- AIP works to make charities more accountable. AIP shines light on charities
and motivates them to clearly describe and explain their activities. AIP
educates donors so that they are better equipped to ask questions of and
judge charities that are aggressively seeking their dollars.
- AIP helps to increase charitable giving. In light of the many recent charity
scandals, people are more willing to give (and give in larger amounts) when
they have evaluative information from an independent source.
DONOR SERVICES
- AIP's mission is to help donors make informed giving decisions
-
AIP is a nonprofit charity watchdog and information service that conducts
research, writes articles and publishes its findings in the quarterly Charity
Rating Guide and Watchdog Report and a website at www.charitywatch.org
maybe
maybe
-
With Americans donating over $150 Billion dollars annually to charities, the
nonprofit sector is too important to go largely unscrutinized. There are 1.4
million nonprofit organizations in the United States and 30,000 new ones are
formed every year. The public is hungry for information on the charities that
a
are flooding their mail with appeals.
-
AIP helps you to select the charities that are making efficient use of your
contributions and also warns you about groups that are spending too little on
real charitable programs. AIP also offers specialized consulting and
evaluation.
- AIP provides important donor alerts notifying donors of problems and patterns
of abuse to be on the lookout for.
- Many donors have told us that they refer to the guide on a weekly basis;
some say that they refer to it daily.
MEDIA
- AIP serves as a spokesperson for charitable donors. AIP plays a major role
in forming and shaping the important issues of the nonprofit sector.
-
AIP serves as an important source of information to journalists as well as to
government officials and the public by providing background on the nonprofit
field and on specific organizations. It has developed the reputation as the first
one to call for information when a new development breaks in the nonprofit
world.
- Media coverage of AIP has been tremendous in many areas: general news,
personal finance, consumer affairs, and senior news.
- AIP has been quoted authoritatively in newspapers such as: The Wall Street
Journal, The New York Times, USA Today, and The Christian Science
Monitor.
-
AIP has been covered in various magazines including Kiplinger's Personal
Finance Magazine, AARP's Modern Maturity, and Woman's Day.
- AIP has received television coverage on ABC's Good Morning America,
CNN, CBS's Money Talks, NET, and several major network affiliates. AIP
has worked on TV segments with CBS's 60 minutes, ABC World News, and
NBC Nightly News, among others. AIP's president has been interviewed on
numerous radio networks and individual stations, including AP Broadcast
News, Monitor Radio, and Business Radio Network.
GOVERNMENT
- AIP is listed as a source in state pamphlets on giving to charities.
Government organizations refer the media as well as individuals with
questions concerning charitable giving to AIP. Referrals have come from
New York, Texas, California, West Virginia, South Carolina, and Florida,
among others. AIP has developed a working relationship with many states.
- AIP has been called upon for advice by numerous state governments, the
FTC, the SEC, and the IRS on proposed legislation and on regulations
regarding the nonprofit industry.
RATINGS AND EVALUATIONS
- AIP is the only charity "watchdog" to evaluate and grade charities nationwide.
- AIP is not afraid to take a strong stand about the practices of specific
charities. We carefully review each charity's finances, cross-checking
information from state and federal filings.
- AIP's mission is to maximize the effectiveness of every dollar contributed to
charity. While the media and other charity giving guides often repeat a
nonprofit's data or fail to examine noncooperative groups, AIP conducts
specialized research to determine how each charity really spends its funds.
The Guide will help you to: 1) Choose between charities sending as much as
98% or as little as 3% of their funds on direct charitable programs, 2)
Determine how much a charity spends to raise $100 (nothing in the best
cases and up to $96 in the worst), 3) Recognize which charities already have
large available reserves that they are not spending (One group has net assets
of over 7.6 billion and could continue to operate at current levels for 17 years
without any additional fundraising.).
Word from the Press
"The American Institute of Philanthropy is the pit bull of watchdogs. Its staff members dig
deeper than most other overseers, going to state and federal records to get information that charities do
not volunteer, honing in on program efficiency and exposing abuses."
- The New York Times
AIP "isn't afraid to give charities a flunking grade if they spend too much on fundraising or have
accumulated eye-popping reserves."
- The Philadelphia Inquirer
"In the small universe of publications that evaluate national charities, there's a new kid on the block.
With grades and easy-to-digest dollar figures for each charity, it's, well, friendlier than the others."
- Kiplinger's Personal Finance Magazine
"As a watchdog, [...AIP] is like a dachshund- small but with keen eyesight and a sharp bite." "
- St. Louis Post-Dispatch
"He [Daniel Borochoff] is often referred to as the Ralph Nader of the philanthropic world."
- Christian Science Monitor
Public Praise
"Your Rating Guide is a valuable public service!"
- Mark L. Kahn, Detroit, MI
"I have been looking for something like this! I work hard for my money and want my charity
dollars to be effective."
- Constance Jordan, Lexington, KY
"I receive so many mailings that it's frustrating to see such a large portion of donations simply go
to added solicitations."
- G.M. Owen, Kure Beach, NC
"This type of study is long overdue. I hope you will expand it in the future. We need some truth in
charity."
- Carl Goldsmith, M.D., Miami, FL
Business
THE BOSTON GLOBE
MONDAY, APRIL 19, 1999
GLOBE STAFF PHOTO BARRY CHIP
Robert D. Mitchell of Westerly, R.I., finds the information distributed by charity watchdog groups invaluable when making contributions.
Charity checkups
Watchdog groups stress importance of becoming educated contributor
Second of two parts on giving wisely to charity.
charities meet strict standards.
Robert D. Mitchell of Westerly, R.I., finds the information
By Marci Bailey
distributed by such groups invaluable when making contenbutions
GLOBE CORRESPONDENT
to national charities.
"I've often wanted something that showed I was come a
EW CONSUMERS BUY BIG-TICKET ITEMS
valid charitable outfit," says Mitchell. who gives small contribu-
F
without shopping around. But when charities
tions to more than 60 charities, both local and national. i year.
come knocking, Americans open their wallets
While Mitchell says he is comfortable giving to "certain Ichar-
quickly, often without knowing much about
ities] that I know of" locally without a great deal of serution. he IS
who is asking for money.
uneasy donating to national organizations without knowing how
"For most donors, [the appeal for money] is
they spend his contributions.
the only contact they will have with the char-
About five years ago, Mitchell, the retired president of a
ity," says Bennett Weiner, a vice president at
small Connecticut bank, turned to the American Institute of Phil-
the Council of Better Business Bureaus and director of its Phil-
anthropy, a charity watchdog group based in Bethesda. Md., for
anthropic Advisory Service. "Unfortunately, the vast majority
guidance.
don't go to outside sources [for information]."
AIP grades several hundred national philanthropies quarter-
Becoming an educated contributor can help ensure your mon-
ly from "A" to "F," based on such criteria as percent spent on
ey is going to legitimate charities that will use the bulk of your
charitable purpose, the cost to raise $100. and whether the group
donation directly for their cause, rather than toward other ex-
is forthcoming with the information AIP requests.
penses such as fund-raising or overhead. To help donors
Other watchdogs, including the National Charities Informa-
scrutinize appeals for money and how that money will be used,
tion Bureau and the BBB's Philanthropic Advisory Service. also
charity watchdog groups make it their business to make sure
GIVING Page B6
Checking up on charities before giving
hit. feel like par
said Dawoodjee. who mends il
hours a day surfing line
GIVING
Such enthusiasm. Siti Netscal
Continued from Page B5
senior programmer Chns Toll
FYI
makes the Open Directory sunilar
scrutinize charities' records. It is
the "free software movement the
possible to research charities your-
allows programmers to comment
To receive the Better Busi-
self. but watchdogs can do it for you
(617) 727-2200, ext. 2101
and contribute to the elopment
ness Bureau's newsletter "Give
sometimes for free and sometimes
To become a member of
new programs such as Linux. which
for a modest tax-deductible donation
But Give Wisely" for $12 a year,
AIP and receive its quarterly
many see as a threat (1) Micross
- making them attractive assistants
write: Council of Better Business
Charity Rating Guide & Watch-
Corp.'s proprietary Windows opera
in the quest to give wisely.
Bureaus, 4200 Wilson Blvd., Suite
dog Report, write: American In-
ing system.
Giving to charity is "really a mat-
800, Arlington, VA 22203, or call
stitute of Philanthropy, 4905 Del
Just as backers of Limis say the
ter of knowing exactly who you are
(800) 575-GIVE.
Ray Ave., Suite 300, Bethesda,
have used the process of over revie
giving to and why you are giving to a
Information and free reports
MD 20814, or call (301) 913-5200.
to create a superior operating
specific charity," says Daniel Lan-
on charities are available at the
Annual membership is $35.
tem, participants 12 the ben Dire
gan. director of public information
BBB's Web site at www.bbb.org.
AIP's Web site is www.charity
tory Project say these at building
for the New York City-based NCIB.
The Better Business Bureau of
watch.org.
superior. participators
Langan suggests finding out about a
Eastern Massachusetts, Maine,
The National Charities In-
organizing content the Web
program's governance, accountabil-
and Vermont, at www.bosbbb.
formation Bureau publishes a
"People making commissions
ity. and track record before giving.
org, also provides links to the
quarterly Wise Giving Guide. In-
the DNA of the Internet. Toli-
Watchdog organizations recom-
IRS's Web aite, where you can
dividual annual membership to
said. No money will change hands
mend how much a charity should
check out whether charities are
NCIB is $35, for which you will
spend on programs - the organiza-
registered.
receive the guide. Write: NCIB,
tion's mission VS. fund-raising and
For copies of the Attorney
19 Union Square West, New
administration. AIP and NCIB both
General's Report on Telemarket-
York, NY 10003, or call (212) 929-
Merger of plan
suggest that 60 percent of total ex-
ing for Charity or brochures on
6300, ext. 4003, to request an in-
penses be spent on a charity's pro-
charitable giving, write: Attorney
troductory free report, or ext.
grams.
General's Public Charities Divi-
4004 to request a report on a spe-
PERSONAL FIN ANCE
Langan stresses that the 60
sion, Room 1413, One Ashburton
cific charity. NCIB also has a
Continued from Page RS
percent threshold is designed to ac-
Place, Boston, MA 02108, or call
Web site at www.give.org.
than planning finances.
count for newer charities that have
(And while the acceptant
to spend more on raising money
than do well-known organizations.
attorney general's office, outlining
405 fund-raising campaigns conduct-
of the CFP mar' will go
For established charities, "70
the charity's annual income and out-
ed in 1997 by telemarketers operat-
thing. it leaves planners other
percent of every dollar is more like
flow, including the salaries of top of-
ing in the state.
respected designer
it." Langan says.
ficers.
The report shows that of the to-
By now. your head examine.
The BBB's Philanthropic Adviso-
"While it is possible to contact
tal dollars raised in all campaigns us-
with acronvms am
ry Service uses a different measure.
the IRS as well as the state
to
ing commercial telemarketers, 37
financial plannine
The PAS recommends 50 percent of
get information, most accountable
percent went to charity after fund-
Therein lies the problem N.
matter their actual designations
total income. not 60 percent of total
organizations will provide you with
raising expenses were deducted.
expenses. Fund-raising costs
information," Weiner says.
Only 15 percent of commercial tele-
members of the 210ml WI
shouldn't exceed 35 percent of con-
From events to direct mail, char-
marketing campaigns passed along
trumpet this association They WI
tributions raised, not total income,
ities rely on various methods for
50 percent or more of the funds
say they are member IS of the Final
which can include other sources of
fund-raising. Among several donors
raised to the charity. The report
cial Planning Association. and the
funds such as sales, royalties, and in-
interviewed, all said they do not re-
does not include charity fund-raising
public will have no idea what this
vestment income, Weiner says.
spond to requests via phone.
campaigns handled by charity volun-
really means. Mon gangerous still
Charities themselves should be
"We don't like to be called," says
teers or staff without commercial
the possibility that the public will
open in responding to potential do-
Nathan Keyfitz of Cambridge. "We
telemarketers.
greet the letters FPA as it is son-
nors who request financial informa-
speak quite firmly to people who
The report, available to the pub-
sort of seal of approval.
tion. If they are not forthcoming,
call."
lic, also shows that in some cases
"Ultimately. i think the consoir
think twice about giving. In general,
When you receive a phone solici-
telemarketing firms charged chari-
dation strengthens the protessio
there are three possible pieces of fi-
tation you wish to consider. ask the
ties more than they actually raised
because the CFP designation in
nancial information to request: an
group to send you written informa-
during the phone campaign.
comes the primary way planner
IRS form 990, a complex and often
tion.
"We go after telemarketing firms
to identify thems Robert
lengthy tax form that most charita-
"For those that are reluctant to,
all the time. An active minority will
N. Veres. who the insule I:
ble organizations are required to file;
you may want to take your contribu-
stretch the truth, especially for po-
formation newstened. track
audited financial statements; or the
tion elsewhere," Weiner says. Also,
lice campaigns," Eric Carriker, act-
the financial planning
charity's annual report, generally
beware of giving your credit card
ing director of the Massachusetts at-
"In the meantime. ower.
the easiest to decipher.
number over the phone.
torney general's Public Charities Di-
think that the group WARS impress
States also have their own re-
In Massachusetts, the annual
vision.
on the public that membership If
porting requirements. Most charities
"Attorney General's Report on Tele-
While experts counsel to request
this or any organization times no'
doing business in Massachusetts are
marketing for Charity" released last
appeals in writing, scrutinizing bro-
make you credible
required to file a form PC with the
November analyzes the results of
chures and letters for specifics about
In other words the merge
how your donation will be used is a
critical component of making an edu-
Professional
cated decision.
With about 650,000 tax-exempt
Services Directory
organizations registered under IRS
Mid-cap valu
code 501c3, according to Weiner, and
BUSINESS SERVICES
BUSINESS SERVICES
BUSINESS SERVICES
25,000 to 30,000 new charities regis-
MONEY MANAGERS
Y2K COMPUTER CRASH?
tering each year, one charity can
Continued from Page BA
INTERNET
FASTdial.net
easily be mistaken for another with a
"To put it simply, the year
2000 challenge can signifi-
similar mission.
to their internal within Them
ACCESS
56K V.90 Internet Dialup
cantly disrupt your busi-
Don't give in to excessive pres-
sures such as cash Now.
$9.95/MONTH
$7.50/Month
ness operations.
sure in an appeal, especially if the
and assets Often. the
Arthur Andersen
http://www.FASTdial.net
Consulting Group
charity gives a deadline. Your dona-
and-out stocks that have over
UNLIMITED ACCESS
SEE OUR Y2K ADVISORY
tion should be as welcome tomorrow
looked or punished in
Every account comes with:
I-mail
www.atianticbus.com
as it is today. Also, Weiner advises to
cause of had news
free seltware
DSL
be alert for appeals that tug at your
Eventually. saws Sondia these
Every News Group
ENTERPRISE SOLUTIONS
COMPUTER SERVICES
emotions.
stocks will recover banke
5
Megs
for
Low Cost. High Speed
INTERNET SOLUTIONS
Dedicated Internet
"Sometimes that's a means to get
recognizes a company problems Mr
GALAXY INTERNET
For Your Business Needs
Website design & hosting
Custom
you to give without checking fur-
temporary. Alternatively :: financial
617-558-0900
DSL. Web Hosting, Email
Net Solutions 1-647-1689
For pricing visit
ther," he warns.
or corporate buyer may sequire
@gis.net www.qis.net
www.ziplink.net
INSURANCE
Also, look for specific descrip-
company by buying up 11. stock. Ac.
ZIPLINK INTERNET
NEW MASS HEALTH REFORM
Plans avail to small groups Guar
tions of what the organization will do
quirors like undervalued firms be
CUSTOM APPS., INC.
1-800-788-7774
issue to employee.
with your donation. For example, ex-
cause the market value of the shares
Specializing in customized bus &
Computer Term quotes avi.
financial database appl., Intranet &
EXECUTIVE ORGANIZER
Elsenberg Assoc 800-777-5765
actly how will an organization help
they buy is less than the
other webside development. Visit
custom-appe com for details
Home or Office
FINANCIAL SERVICES
the homeless?
value of the company assets.
(508) 748-1583
Call (617) 868-9104
LUMP SUM CASH NOW!
Not everyone soliciting for funds
But the deep tame -1.). of in-
Professional
For receivable mortgage,
is a charity under IRS code 501c3. It
vesting he favors puts Shareholders
business note, accounts,
ervices Directory
annuity, or settlement
could be a lobbying group under IRS
in the stock marked oargan base
Crimson Inv. 17-965-2550
code 501c4 or a fraternal group un-
ment at ;1 time when
To Advertise in this Directory
der 501c8, by which the organization
willing to pay ever-mener for
CALL MARK MACLEAN AT 617-929-8358
For
may be tax exempt but the donation
boutique Internet
THE BOSTON GLOBE
MONDAY, APRIL 12, 1999
ANCE
CEO V'
laffe
hinde
on
Elsevi
A INVESTOR
ng man pulled
at a particular
Unit sales. pos
weeks ago. and
off until chief
said. "I'm
of the in-
While the
the realm of
LONDON
week holding
avoid making
mainstream
strategy including
ting as noth-
until a new chief
clock.
familiar with Rever
Analysts say the
arket has seen
months.
by individ-
The world's
dramatically
market value
world
with Dutch publick
rage holding
Yesterday. the
three years.
ported Reed Elsey
solding period
lion pound 1$6
publishing and exhib.
AFP
PHOTO
evidence. such
A Red Cross worker distributes bread to Kosovar refugees earlier this month in Albania.
help clear the path
Apert I talked
Kluwer. The
mmn five years
could include Emaj
iments during
Make the most of giving
Media PLC
for at least
Reed Elsever
same experts
ment.
of underper-
The
12 months
ecutive IS the highes
up in the case
First of two parts on giving unsely to
liversification.
A little research can help ensure
the people said. Per
charity.
pany's overall
has been driv-
being less
your contribution makes a difference
possible sales
for the worse,
By Marci Bailey
logically wait until
GLOBE CORRESPONDENT
pany is III place. the
is out of all but
Weiner also says donors can specify
open their wallets, they are not as discri-
"This company
HE IMAGES OF KO-
that they wish their donations be used
minating as they should be.
CEO," David Adair
Research
SOVO refugees
specifically to help the Kosovo refugees by
"The number one reason people give is
curities, said earlier
25 top-selling
suffering amid horrify-
sending a letter with their check or mak-
because they are asked," says Daniel Bor-
has been without
$26 billion
ing conditions tug at
ing a notation on the check itself.
ochoff, president of the American
past eight months
year. com-
the heartstrings of
While the recent crisis brings charita-
Institute of Philanthropy, a charity watch-
On Thursday
billion for
Americans. Many also
the firm
ble giving into the headlines, charities
dog group based in Bethesda, Md. "It's a
citing a source
find the crisis pulling
need donations year-round, and you
shame that Americans are SO darn pas-
council. reported
at their purse strings,
should choose recipients no less carefully
sive."
cussing a $24.3
type of
as international relief organizations plead
ave
than you do during an emergency.
AIP and groups like it want donors to
Elsever. The
for donations to aid the refugees.
to wind up
Individuals gave more than $100 bil-
scrutinize how charities use contributions
any of its
The confusing questions are: Where
in which
lion to charity in 1997, according to the
before writing a check. For some chari-
Reed
best to send your donation? Is one organi-
American Association of Fund-Raising
ties, expenses for overhead and the fund-
has already
zation more efficient than another?
Counsel Trust for Philanthropy. But char-
raising itself can eat up an inordinate
during its seatch
to work.
Exactly how will each use your contribu-
ity watchdog groups say when Americans
GIVING. Page E6
the speculation is
sites and
tion to help the refugees?
ty after the compan.
traditional
Such questions are at the forefront of
its leading CEO
giving wisely. But when the need is imme-
consideration and
ned by the
diate and the appeal emotional, a few
signed in protest.
minutes of research and careful thought
Finance Director
fors who used
few months
before succumbing to high-pressure phone
the time the father
here is ticker
appeals can help ensure your contribution
date. whom the
makes a difference.
not involve startin.
.ou can get an
beit not neces-
"While the majority of charities are
search.
entering a
ethical. there are unscrupulous operators
Both Reed Els
-ites.
who will seek to take advantage of the
declined to
atributed to
tragedy," says Bennett Weiner, a vice
story. Wolters Kid.
ith on-line
president at the Council of Better Busi-
be reached yestend
down trad-
ness Bureaus and director of the BBB's
On Friday Am-
making d
Philanthropic Advisory Service.
NV's shares closed
mat with the
Beware of giving out credit card num-
percent. ai 13:05
12 months
bers or cash during an appeal. That said,
traded Reed Internal
TO: perspective
don't clean out your attic and send old
ished up 11.5 peno
rate and
coats and blankets. Monetary donations
589.5p. Wolters Kluv
for making
by check are still best.
closed up 0,8 euro
"Keep in mind that relief organizations
euros.
the stock mar-
prefer cash gifts SO they can purchase the
Emap declined
Jic. and you
most-needed items cl
to the area,"
STAFF PHOTO GREENE
garded as market
The and risk
Weiner adds. "You may not necessarily
Catholic Relief Services volunteer Viora Dragusha of Pristina, Kosovo, aids 99-year-old Hafize
spokesman said Ev.
NCE. Page E7
know what's important."
Sallhi at a refuges
In Macedonia.
& Media could not
THE BOSTON GLOBE
MONDAY, APRIL 12, 1999
+
Making the most of charitable. contributions
GIVING
ibility, ask the tharity directly or
Continued from Page E1
Grading reliefagencies
check with the IRS.
The limit on charitable deduc-
chunk of income, with only a small
part of donations making their way
tions is 50 percent of adjusted gross
The American Institute of
MD 21203-7090; 800-736-8467
to programs. While the IRS and
income for cash contributions, AC-
Philanthropy,'s charity watchdog
AIP Grade: A-
state agencies have reporting re-
cording to Wehrwein. For donations
quirements for charities, they don't
group, assigns letter grades to
Doctors Without Borders
of $250 or more, the charity should
charities based on several crite
regulate how charities spend their
6 East 89th St., 8th Floor,
provide you with a receipt. Gifts of
money.
ria, including how they spend
New York NY 10016: 888-892-
stock - known in IRS lingo as capital
"One thing that is not well known
their money and executive sale
0892
gain property - are generally sub-
is that government agencies can-
ries.
AIP Grade: A
ject to a 30 percent limit.
not dictate how much a charity
The following are grades AIP
Oxfam America
Another popular means of giving
spends on its fund-raising," Weiner
assigns to a few of the many
is donations of goods, such as cloth-
Kosovo Relief Fund, 26 West
says. "The public sometimes as-
agencies seeking to help the Ko
St., Boston, MA 02111; 800-77-
ing or furniture. However, most or-
sumes the government agencies are
80V0 refugees:
OXFAM
ganizations won't place a value on
overseeing that. That's simply not
American Red Cross
AIP Grade: A-
such items. Instead, "you're on your
true.
285 Columbus Ave., Boston,
honor," says Wehrwein. "The advice
Save the Children
In its quarterly Charity Rating
MA 02116; 800-564-1284
would be to be realistic with respect
Guide, AIP grades several hundred
P.O. Box 975, 54 Wilton Road,
AIP Grade: A
to valuation."
national philanthropies from "A" to
Westport, CT 06880; 800-243-
For items such as cars, you can
CARE
"F" based on such criteria as percent
5075
check the Blue Book value. Howey-
spent on charitable purpose, the cost
151 Ellis St. NE, Atlanta, GA
AIP Grade: B
er, if you intend your car for use by
to raise $100, and whether the group
30303-2426; 800-521-2273
US Committee for UNICEF
the charity, do some legwork. Some
is forthcoming with the information
AIP Grade: B
883 East 38th St., New York,
charities may resell the car, with a
AIP requests.
Catholic Relief Services
NY 10016; 800-FOR-KIDS
very small amount ultimately going
Other watchdog groups, includ-
P.O. Box 17090, Baltimore,
AIP Grade: B-
to the cause, Borochoff says.
ing the National Charities Informa-
"Call up your United Way
tion Bureau and the BBB's Philan-
find out which social and humanitar-
thropic Advisory Service, don't is-
Tax-time advantages
are not charitable organizations,"
ian programs [actually] use cars," he
sues grades. Instead, they measure
says Glen Wehrwein, a Newton-
advises.
charities by their own set of stan-
As important as it is to choose a
based certified public accountant.
Finally, if you attended a benefit
dards. publishing lists of which char-
charity carefully, it is equally impor-
In general, you can deduct con-
or bought an item on behalf of a
ities measure up and which don't.
tant to individuals at tax time to
tributions made only to charitable
charity, only the part of your dona-
While it is not always easy to as-
maximize the benefits of giving.
organizations registered with the
tion exceeding the goods' fair market
certain whether a charity is using
With tax returns due Thursday,
IRS.
value is deductible. For example, if
your contribution the way you see
knowing an organization's tax status,
Religious organizations are an
you pay $50 to attend a charity din-
fit, the watchdog groups offer a
and other IRS rules of charitable exception to the rule: Donations to
ner and the food itself would cost $30
wealth of information and advice to
giving can limit surprises when you such organizations are tax deduct-
if you bought it yourself, only the re-
help you give wisely. Charities them-
complete your return.
ible, but religious groups are not re-
maining $20 is deductible as a dona-
selves should also make financial in-
First,
just
because
an
organiza
quired to register with the IRS.
tion.
formation available to donors upon
tion's name sounds like a charity, Its Donations to some organizations,
request.
doesn't mean your donation is tax such as fraternal societies, vary in
Next Monday: Researching how your
9/99
deductible.
whether they are deductible, de-
donations will be used, and scrutiniz-
LEARNING-SCHOOLS
"You can finger & lot of police or-
pending on how they use your dons-
ing phone and written appeals for
ganizations as exempt but they tion. When in doubt about deduct-
money.
on and
Getting connected
there
velopment
Several watchdog organizations
banians. InterAction's Web site,
ternational relief agencies.
rate national charities. Washington
www.interaction.org, also will guide
The American Institute of Phil-
based InterAction specializes in in-
you to member organizations direct-
anthropy's Web site, www.charity
ternational aid, and sets standards
ly aiding the refugees.
watch.org. (AIP ratings do not ap-
for its members 160 voluntary hus
Other Web sites:
pear on its Web site.) To become a
Computer
manitarian and development organi-
The US Agency for Interna-
member of AIP and receive its quar-
zations that work overseas.
tional Development provides infor-
terly Charity Rating Guide &
training
A hotline - 800-872-4878 up
mation at www.info.usaid.gov.
Watchdog Report, write to the
by the US Agency for International
www.disasterrelief.org- a co-
American Institute of Philanthropy
Development will yield the name of
operative effort of the American Red
4905 Del Ray Avenue, Suite 300, Be-
an InterAction member organization!"
Cross, CNN Interactive, and IBM -
thesda, MD 20814. Annual member
for today's
specifically
helping
the
Kosovo
provides information and links to in-
ship is $35.
State of South Carolina
Office of the Secretary of State
1998
The Honorable Jim Miles
1205 PENDLETON STREET, SUITE 525
P.O. BOX 11350
COLUMBIA, SC 29201
COLUMBIA, SC 29211
Information
Boards/Commissions
(803) 734-2170
(803) 734-2119
Business Filings
Notaries
(803) 734-2158
SPIS
(803) 734-2512
October 2, 1998
Mr. Daniel Borochoff
American Institute of Philanthropy
4905 Del Ray Avenue, Suite 300
Bethesda, MD 20814
Dear Mr. Borochoff,
Thank you very much for your generous donation of newsletters. Your organization is so
helpful and worthwhile and your publication so useful, we are certainly excited to be able
to add it to our attendee portfolio.
Thank you again for your generosity. Please do not hesitate to contact me if I can be of
assistance in the future.
With warm regards, I am
Ame
Secretary of State
JM/mh
Charities
Trademarks
Employment Agencies
Fax
Direct Access
Investigation
(803) 734-9180
(803) 734-2511
(803) 734-1958
(803) 734-2164
(803) 734-2345
(803) 734-1797
THE
SUN
August 0, 1998
Baltimore, Maryland
'Retirees' share
Microsoft riches
Charity: By granting
stock to his employees,
Bill Gates has created a
new class of millionaires,
many of whom leave the
company before age 40
to focus on philanthropy.
By JOE MATHEWS
SUN STAFF
SEATTLE - Steve Albert-
son has dedicated his nest
egg, and time, to the environ-
ment. Tina Podlodowski put
her considerable resources
into gay issues and the city
council. Trish Millines spent
more than $100,000 of her
own money to teach technol-
ogy to minority children.
All three consider them-
selves retirees. All three are
BARRY WONG : SEATTLE TIMES
philanthropists. And all three
Philanthropist: Scott Oki,
were under 40 when they left
49, a former senior vice
Microsoft, graduates of an
president, is often cited
employee shareholder plan
as the model Microsoft
that has made them winners
millionaire.
of the biggest lottery in the
digital age.
Philanthropy in Bethesda,
The financial success of
Md. "I can't think of any situ-
the software giant, whose
ation like the new philan-
stock has increased nearly
thropy in Seattle."
5,000 percent in a decade, has
By granting thousands of
heralded a new era in philan-
shares to each of his employ-
thropy in Washington state,
ees, Bill Gates has created a
fueled by a geographically
new class of millionaires: pro-
concentrated group of young
grammers, analysts and mar-
donors with few precedents
keters still in their 30s who
in U.S. history.
love computers, grew up mid-
"The only thing that may
dle class and never imagined
compare are the young peo-
having SO much money SO
ple making big bonuses in
young. Together, these esti-
Wall Street, and even that is
mated 4,000 "Microsoft mil-
spread out, money from dif-
lionaires" give the Seattle
ferent companies," says
area more millionaires per
Daniel Borochoff, president
capita than any other U.S.
of the American Institute of
city.
[See Charities, 5A]
THENATION
'Microsoft millionaires' share their riches
by creating their own community charities
[Charities. from Page 1A)
working-class, Japanese-Ameri-
of international products and
can family, he quit Microsoft in
marketing, quit at age 34 and
While about 30 percent of these
1991 to play golf and spend time
saved the Paramount Theater,
use their Microsoft money to
with his family. His foundation
which was to be torn down for a
launch high-tech companies, most
was, at first, "Just a tax shelter."
convention center expansion. Cole
of the rest have decided to give up
But soon he grew bored. Okl
reportedly donated at least $2 mil-
their high-intensity, 100-hour-a-
joined the University of Washing-
lion herself and raised $20 million
week jobs and "retire," starting
ton Board of Regents, unnerving
for the 1995 renovation of the 70-
families and devoting themselves
administrators there with de-
year-old theater, a 3,000-seat mar-
to philanthropy.
tailed financial questions. He
vel often compared to Kubla
"My 10 years at Microsoft is like
helped found Social Venture Part-
Khan's pleasure dome.
SEATTLE
TIMES
40 years at any other company."
ners, a group for philanthropists
When not seeking Microsoft
Restoration: Ida Cole. a former
says Richard Tait, who retired in
who donate at least $5,000 each
money, several nonprofits have
Microsoft executive, quit at 34 and
May 1997 at 34 and now has his
and pool their money to make "in-
tapped retirees for their manage-
saved the Paramount Theater.
own foundation. "The money you
vestments" in education and chil-
ment skills. Within a week of quit-
which was to be torn down
make gives you a unique opportu-
dren's programs.
ting Microsoft in 1995, Steve Al-
nity, at an age where you have
In the suburb of Bellevue, Okl
bertson, now 34, began a job as
scholarships.
plenty of energy to make a differ-
and his wife started businesses,
director of ONE/Northwest. a non-
"Companies like Microsoft have
ence on issues that interest you."
with profits going to their founda-
profit that services the technology
made computers. and knowing
Indeed. there IS nothing retir-
tion, which funds human services
needs of Pacific Northwest envi-
how to use them IS vital to educa-
ing about these donors, who have
nonprofits. Among these firms are
ronmental advocates. Even Seat-
tion and financial success." savs
attacked the nonprofit world with
a baby blanket maker, the Seattle
tle voters have looked to Micro-
Millines, who IS African-American
the ferocity they once saved for a
Sounders professional soccer
soft, by electing Tina
"But children of color don't have
new version of Windows.
team, a golf course, and a Japa-
Podlodowski, former director of
the same access My idea is
Hundreds have started their
nese restaurant - "Whatever
Microsoft University, the compa-
bridge that gap my old compan
own foundations. Most insist on a
strikes my fancy," he says.
ny's worldwide training business.
helped create
management role in the charities
"Having a plan for giving is a ne-
to the city council.
That said. her foundation
they support. Nearly all of them
cessity. Microsoft people are such
Podlodowski, the council's first
would have been impossible with
Dring a hard-headed, bottom-line
targets (for charities seeking do-
openly gay member, used some of
out Microsoft's generosity Mi!
attitude that has rankled some
nations) that If you're just sitting
her Microsoft money to create a
lines financed the start-up
nonprofit officials who have never
there, holding onto your cash, you
fund to support gay and lesbian
with $150,000 of the
before been ordered to produce
become a sitting duck."
families with children. On the
made during eight year
detailed business plans and. up-
Commitment to nonprofits
council, she is best known as is
The company donated
date their software.
hard-nosed stickler for financial
$300,000 in software 10 TAF !!!
Okl's philosophy, while often
details.
12-member board of directors 11.
A substantial number of the ex-
Microsofties have focused their
repeated in elite circles here, has
"It's funny sometimes." she
cludes five current and five
only recently become convention-
charities on making computers
says in her municipal office, which
Microsolt employees
and software accessible to chil-
al wisdom. Many current Micro-
includes Microsoft mementos and
Millines, who works one
soft workers, and retirees who
a guitar signed by Melissa Ether-
hours a week at TAF admits
dren and the disadvantaged. But
the reach of the Microsoft million-
continue to toll in the high-tech
idge. "People don't know whether
missing the Microsoft life
world, have long been reluctant to
aires can be seen throughout the
I'm supposed to be the crazy lesbi-
"I'd love to stay retired and
Seattle area: baby blankets in
give too much money while they
an or the rich, humorless financial
help people forever." says Millines
are young. Gates, 42, has been
woman from Microsoft."
Bellevue. a restored Beaux Arts
41. "But you never know Micro
heavily criticized for saying he will
run his company for another 10
Boon to community
soft stock could lose its value. and
theater downtown and children's
books about gay-headed house-
all of us might have to go out and
years before turning to charity.
However they are perceived,
work again."
holds that have begun appearing
in local libraries.
But in recent years, Gates has
former employees of Microsoft.
begun to boost his company's
headquartered in the eastern sub-
More than tax shelters
commitment to nonprofits -
urb of Redmond, have been a boon
Microsoft donated $14 million in
to Seattle. Most retirees, including
"The real culture of Microsoft
cash and $45 million in software
the Connecticut-born Podlodows-
expresses itself after people
last year alone while pushing his
ki, grew up elsewhere but settled
leave." says Scott Oki, 49, who was
workers to give. The company
here.
the company's senior vice presi-
matches any employee's contribu-
Trish Millines, who was raised
dent for sales and services. "When
tion up to $12,000.
by her mother in New Jersey, quit
you're working there. you have no
One Microsoft technology ana-
Microsoft after an eight-year ca-
time for your family. much less to
lyst, Aaron Controrer, has even
reer to start the Technology Ac-
do.philanthropy. Now. I do non-
designed a computer program
cess Foundation in 1996. Her goal
profit work from a venture capital-
that, depending on how his stock
is to open a technology school. But
1St perspective."
options rise in value, tells him and
for now, she has Technical Teens,
Oki, once considered a candi-
other employees exactly when to
a four-year internship program
date for Microsoft top manage-
give their money away.
that allows 40 teens to take after-
ment. IS often cited as the model
But retirees remain the back-
school computer classes, work
Mierosoft millionaire by other re-
bone of the local philanthropic
summers in software companies
urees. A Seattle native born into a
community. Ida Cole, former head
and receive up to $4,000 in college
This Associated Press article was carried in newspapers across the country.
SUNDAY, DECEMBER 8, 1996
ST. LOUIS POST-DISPATCH
Giving
Grades
Watchdog Firm
Aims To Keep
Charities Honest
By Jim Salter
Associated Press Writer
It's a $144 billion industry with little
government oversight. Financial reporting
requirements are lax, although millions of
Americans are affected by it.
Is this any way to run a business?
No, but it's the American way to operate
a charity. And a small watchdog group
working out of a cramped St. Louis office is
Associated Press
trying to do something about it.
Daniel Borochoff, president of the American Institute of Philanthropy
"There is a vacuum out there for good
here, with of copy of the Institute's watchdog report.
evaluative information on charities," said
Daniel Borochoff, president of the group,
the American Institute of Philanthropy.
Tips For Getting The Most For Your Giving
"Most people feel they don't have enough
By The Associated Press
Keep records of your donations. The
information to make a well-informed giving
Research your charity. "Never give to a
AIP recommends giving only through a
decision."
charity you know nothing about," ad-
check or money order, NOT a credit
No wonder. The growth of non-profit
vises Daniel Borochoff, president of
card number.
organizations has been tremendous. This
the American Institute of Philanthropy.
Remember that "tax exempt" does not
year, about 30,000 new ones joined the 1.2
"Request written literature and a copy
always mean "tax deductible." "Tax
million existing charities.
of the charity's latest annual report."
exempt" means the organization does
"There are over 400 [charitable] organi-
Find out where your money goes. Boro-
not have to pay taxes. "Tax deduct-
zations with cancer in their name," said
choff suggests asking how much of
ible" means you can deduct contribu-
John R. Seffrin, chief executive of the
your donation goes for general admin-
tions on your federal tax return.
American Cancer Society.
istrative costs and fund raising ex-
Don't be misled by a familiar name.
penses, and how much is left for the
"One value of the AIP's service is to
Some questionable charities use a
program services you want to support.
sometimes separate the wheat from the
name that closely resembles the name
The AIP recommends that at least 60
chaff," Seffrin said. "You can probably
of a respected, legitimate organization.
percent should go to program
make a more intelligent decision and feel
services.
Ask if the charity is registered with
more comfortable that the money you give
federal, state and/or local authorities.
Do not respond to pressure. "No legiti-
will make a difference."
mate organization will pressure you to
The average family gives over $1,000
give immediately," Borochoff said.
each year to non-profit groups, including
churches and other religious organizations.
The main way Americans give is simple,
group with reserves amounting to five
About a third of all giving takes place dur-
Borochoff said - they're asked.
years or more of its annual budget.
ing the holiday season.
"Why limit yourself to only those organi-
"Not to say that they're bad, but most
Yet aside from meeting fairly minimal
zations asking you?" Borochoff said. "The
charities are poor," Borochoff said, defend-
requirements, the government requires lit-
ones that are doing the best fund raising
ing the grading system. "Would you want
tle of the charities. Financial reports are
aren't necessarily the ones doing the best
to see a soup kitchen close down because
hard to come by, and contain broad catego-
work.
you'd rather give to a charity that has five
ries that make it difficult for givers to know
"The burden is on the donor to find out
years of available assets?"
THE CHRISTIAN SCIENCE MONITOR
Tuesday, December 20, 1994
COMMUNITY
Charity Watchdog
Grades Fund-Raising
Philanthropy guide rates charities on need, performance
raisers take a share of each donation.
"Charities are hard up for money, and
By Laurel Shaper Walters
there's a lot of competition out there,"
Staff writer of The Christian Science Monitor
Borochoff says. In some cases, profes-
SL LOUIS
sional fund-raisers keep up to 90 percent
of what they raise for a charity. State reg-
T
HE holidays herald the season for
ulators have tried to require professional
charitable giving. Requests from
fund-raisers to reveal their cut when they
Reprinted by permission from the Christian Science Monitor. © 1994 The Christian Science Publishing Society. All rights reserved.
every direction flood mailboxes, and
solicit donations. But the United States
the Salvation Army rings in donations at
Supreme Court has overturned the regula-
busy street corners and mall entrances.
tions three times, holding that such a
Americans contributed $126 billion last
requirement violates free-speech rights.
year to the nation's 1 million nonprofit
How much does the charity have in
organizations, according to the American
reserve assets? This category indicates
Association of Fund-Raising Counsel. But
how long a nonprofit organization could
these generous givers often know little
operate at current levels without additional
about how their money is used once the
fund-raising. A reserve of less than three
check is cashed.
years is reasonable, according to AIP. It
"Donor beware," warns Daniel Boro-
considers a group with more than five
choff, president of the American Institute
years of available assets "least needy" and
of Philanthropy (AIP), which analyzes
gives it an F, regardless of the group's
charity finances. "The
rating in the other cate-
biggest advertisers get
gories.
the most money, but
'We'll get information out
"Most people give
they may not be the
money away with the
groups that are doing
whether or not a charity™
expectation that it will
the best work," he says
wants US to.'
be spent for the intended
during an interview at
- Daniel Borochoff,
purpose within a few
his spare office in the
years," Borochoff says.
Central West End of St.
fund-raising analyst
"It doesn't seem right to
Louis. "People need to
me to be sitting on all
keep in mind that these
this money when there
organizations may spend your money well,
are so many needs out there."
they may waste it, or they may pocket it."
This standard has angered several of the
Recent scandals involving such large
charitable groups AIP ranks in its guide.
charities as the United Way and the NAACP
After Boys Town received an F for having
have raised public awareness on the topic.
enough assets to operate for nearly six
A 1993 Gallup poll found that 50 percent
years, the residential home for troubled
of those surveyed viewed charities as less
youths filed a lawsuit against AIP and
trustworthy today than a decade ago. But
Borochoff this year. Boys Town accuses
nonprofit organizations remain largely free
AIP of publishing "false and defamatory
from scrutiny, Mr. Borochoff says.
statements" about the charity's finances.
To help donors make informed deci-
"The watchdog has become an attack
sions, AIP publishes a quarterly Charity
dog," Boys Town officials say. "Somebody
Rating Guide. It analyzes about 300 chari-
has to muzzle it."
ties in 37 categories ranging from "Abor-
Borochoff is fighting to keep the muzzle
tion & Family Planning" to the "Environ-
off. "This is important public information,
ment,"
"Literacy,"
and
"Youth
and we have every right in the world to get
Development."
it out," he says.
The guide gives each charity a letter
In addition to AIP, the Better Business
grade and answers three basic questions
Bureau publishes an Annual Charity Index
about its financial practices:
and the National Charities Information
What percent of donations are spent
Bureau in New York puts out its own guide.
on charitable programs? At least 60 per-
But these sources depend more on the
cent of total expenses should be spent for
charities to provide financial information
charitable purposes, according to AIP
rather than digging it up themselves, Boro-
standards. The remainder is used for fund-
choff says.
raising and general administration
Tracking down financial records filed
"What's really gotten out of hand is
with state governments and the IRS often
charities calling their solicitations a public-
leads to hidden information about non-
education program," Borochoff says.
profit groups, AIP has found. "We'll get
"They're certainly free to do that. But what
information out whether or not a charity
the donor has to decide is: Do I want to
wants us to," Borochoff says. "The public
fund this?" If you would prefer your dollars
is owed answers to basic questions about
went directly to the cause rather than
the accountability and accomplishments of
toward fund-raising, look for charities with
charities that are taking its money."
high percentages in this category.
How much is spent to raise each $100
To obtain the American Institute of
donation? In this category, the AIP stan-
Philanthropy's "Charity Rating Guide"
dard is $35 or less.
send $3 to 4579 Laclede Avenue, Suite
More and more professional fund-
136, St. Louis, MO 63108.
Reprinted with permission of the
Los Angeles Times
TUESDAY, OCTOBER 18, 1994
COPYRIGHT 1994/THE TIMES MIRROR COMPANY PAGES
Interviews with some NAACP
unding: The latest
New Financial Questions
officials attending the board meet
ibles stem from charges
ing found no sense of panic con.
cerning the financial problems and
its board chairman
Worsen NAACP Problems
a belief that these troubles will
ated on expenses. He
pass as have others in the past.
ies the allegations and
"It is rather unfortunate that this
NAACP with a "question mark,"
W
C will do what is neces
sary 10 insure the
S for an audit.
large, respected and national or-
indicating that it had not provided
NAACP's survival,' said Larry
ganization doesn't take its financial
adequate or consistent records to
Carter, a board member and vice
AM FULWOOD III
responsibilities more scriously,"
the various monitoring agencies,
president of Norwest Financial Inc
WRITER
said Dan Borochoff, president of
including the Internal Revenue
in Des Moines, lowa. "This is not
the American Institute of Philan-
Service, state charities registration
the first time we've been in finan-
LTIMORE- AS the NAACP
thropy. a charity watchdog organi-
offices and other private auditing
cial difficulty. and doubt It will DC
struggles to recover from the
zation based in St. Louis.
concerns that check records kept
the last."
monious firing of its executive
The NAACP's sterling Image as
by charities. Borochoff said that
In August. the NAACP voted 10
ctor. the organization is con-
à crusading civil rights organiza-
NAACP executives have ignored
dismiss Benjamin F Chavis Jr as
ung unexpected financial
lion may have prevented members
the institute's requests for addi-
its executive director after many of
mons that are overshadowing
and donors from demanding that
tional information or clarification.
its directors learned through media
immediate need to find new
the organization manage money in
Recent allegations of financial
accounts that he had approved
ership and a new direction.
accordance with strict financial
misdeeds have coincided with the
spending up 10 $333,000 of the
the challenges are not met
accountability. he said.
gravest financial crisis in the
organization's money to settle J
according to NAACP sup-
"The problem in this field is that
NAACP's 85 year history. The
threatened sexual harassment and
yrs and outside experts, the
image counts for too much," Boro-
group's debt now concerns long-
wrongful discharge suit
notal ourdens will snowball and
choll said. "Everyone should ask
time corporate and philanthropic
Since then. Rowan, a longtime
3:00 the existence of the or-
questions of these groups-be il
donors SO much that some have
NAACP member, has rocked the
zation uself.
the NAACP, the United Way or the
stopped giving money until they
organization in a series of columns
ecent financial troubles stem
Boy Scouts-because all of them
are satisfied that the NAACP has
that have included calls for Gib
published allegations by syn-
have a responsibility to be ac-
put in place stricter accounting
son's resignation Rowan wrote
.ed columnist Carl Rowan sug.
countable for the money that pco-
controls.
that documents he obtained sug
08 that Board Chairman Wil-
plc give them."
For example, the Ford Founda-
gest Gibson had "double-dipped"
? Cibson may have
Borochoff said that the philan-
lion, which helped ease the
since 1986 on his expense reports
dipped" on as much as
thropy institute has attempted for
NAACP's last financial crisis in
by requesting reimbursements of
000 on his expense account
the last three years to verify and
1992 with a large donation, is
more than $500,000 in charges on
1980. when he assumed his
rate the financial stability of more
withholding payment of a two-
his association-provided American
.00 CS chairman Cibson has
than 300 charities. He said that the
year $500,000 grant it promised the
Express card. including business-
00 any impropriety and called
NAACP received an A, the highest
group. Julio Nunez, a spokesman at
related airline travel. hotel expens-
30 independent audit of the
mark, in 1992. But since then, the
the Ford Foundation. declined to
es, car rentals and personal items
hization's lop officers to clear
institute discovered $3 million in
comment except to acknowledge
So (ar, the NAACP has not
expenses reported to the New York
that the grant has not been for-
announced any major reforms
AACP members who pay dues
State Office of Charities Registra-
warded.
Rather, the organization has an
more importantly, the philan-
llon that did not appear in its
Top NAACP officials convened
nounced new fund-raising pro.
DIC groups that make large
federal tax returns.
here last week, in part to plot a
grams with longstanding allies.
:S. now express anxiety about
Al best. he said, NAACP ac-
course aimed at reassuring the
The board concluded business
nor their money will go 10-
countants were stoppy in their
organization's supporters. Those
last weekend without passing judg.
advancing the organization's
bookkeeping or, at worst, were
deliberately misreporting expens-
supporters-ranging from thou-
ment on Gibson. who had received
be used fool-
sands of individual members who
an earlier vote of confidence from
or squandered by careless
CS. "Otherwise. they would have
pay $15 annual dues 10 dozens of
the board's executive committee
Luves.
reported their information accu-
corporate and philanthropic foun-
and voted to conduct the independ-
me individuals and groups are
rately. and we wouldn't have found
dations that contribute millions in
ent audit. Some NAACP leaders
holding donations. creating a
these rather large discrepancies."
Borochoff said.
grants-provide the bulk of the
including board members long op
IS problem for an organization
In a quarterly ranking issued last
organization's estimated $15-mil-
posed 10 Gibson's leadership. said
is more than $3.5 million in
month, the institute rated the
lion annual budget.
that is not enough to restore confi
dence in the NAACP
Clinton Presidential Records
Digital Records Marker
This is not a presidential record. This is used as an administrative
marker by the William J. Clinton Presidential Library Staff.
This marker identifies the place of a publication.
Publications have not been scanned in their entirety for the purpose
of digitization. To see the full publication please search online or
visit the Clinton Presidential Library's Research Room.
AIP
CHARITY RATING GUIDE
&
WATCHDOG REPORT
© 1999 American Institute of Philanthropy
Published quarterly by AMERICAN INSTITUTE OF PHILANTHROPY
(301) 913-5200
www.charitywatch.org
Spring 1999
Donors Are Easy Prey
Health Charity Poses Risks for
for Fraudulent Solicitors
Potential Conflicts of Interest
In a recent survey on the attitudes and behav-
by Daniel Borochoff, President
iors of charitable donors, 57% of the respon-
AIP members may want to take the letter (shown on page 2) from President Clinton to
dents never asked how their donation would
the American Health Assistance Foundation (AHAF) with a grain of salt. In the
be spent, although 67% were suspicious of
opinion of AIP, the president's staff may not have done enough homework before allow-
the caller and 40%, "not at all confident" that
ing his name to be used to praise AHAF for "a job well done" and reflecting "America's
the caller was even legitimate! It is estimated
fundamental values."
that over a billion dollars are misused or taken
by fraudulent charity solicitors in America
AHAF raises money under the following names: Alzheimer's Disease Research, Na-
every year. The AARP (American Associa-
tional Glaucoma Research, National Heart Foundation, Alzheimer's Family Relief
tion of Retired People) survey found that the
Program and Macular Degeneration Research. In fiscal 1998, 63% of AHAF's cash
types of charities that people are most likely
budget was spent on solicitations that include educational messages about age-related
to donate to in response to mail or phone so-
and degenerative diseases, 15% was spent on funding research on these diseases and 1%
licitations are firefighters, police, veterans and
was spent on direct patient aid. This charity receives an "F" grade from AIP because in
disaster relief (see chart on back page). It
our opinion they spend far too much on fundraising/education campaigns and too little on
also found a preference for giving to local
program services that are not conducted in conjunction with fundraising.
charities. Past articles by AIP indicate that
these survey findings are nothing new to
Should AHAF wish to do so, reducing the group's large direct mail/telemarketing ex-
"charity" con artists.
penditures is not made any easier by the fact that it has paid over $14 million over the
last five years ($3.35 million in fiscal 1998 alone) to firms owned and operated in part by
When an unknown person calls to solicit for
relatives of AHAF's husband and wife team, Eugene Michaels, President, and Janet
charity, 48% of the respondents in the survey
Michaels, Executive Director. In fiscal 1998, 93% of total expenses for fund-raising
"cut the conversation short" and 11% just
consulting and 96% of total expenses for list brokerage were paid to Response Development
"hang up." On the other hand, the survey
Corporation and All American List, respectively. Both of these firms, located at
(Continued on page 4)
(Continued on page 2)
"Operation Missed Giving"
IRS Can't Strip Tax-Exempt Status of Poorly Run Charity
Is on Target
Regulator's Power to Protect Donors Is Diminished by Court
Recently AIP joined the FTC, 40 states,
If a charity agrees to receive over a six-year period only $2.3 million out of $28.8 million
AARP, National Sheriffs' Association and
raised for it by a fund-raising company and also gives up control of its donor list to the
other organizations at a press conference that
same company, shouldn't the IRS revoke the charity's tax-exempt status? Not according
announced a national law enforcement and
to a United States Court of Appeals in Chicago. The Appeals Court ruled that the IRS
education campaign to close down "decep-
can not yank the tax-exempt status of the United Cancer Council (UCC) simply for
tive fund-raisers" and to make the public
agreeing to a highly unfavorable fund-raising contract without also demonstrating that
aware of fraudulent telephone solicitations.
insiders at the charity had benefited personally from the donations.
The press conference included a victim of a
scam involving a fund-raiser for a charity
UCC, a now defunct charity that advocated cancer prevention primarily through the mail,
called "MVVA" or "Massachusetts Vietnam
lost its tax-exempt status in 1990, which was made retroactive to 1984. With an annual
Veterans Aid Foundation" based in
budget of $35,000 and on the verge of bankruptcy in 1984, the charity hired Watson &
Crawfordville, Florida. The group's paid
Hughes (W&H), a professional fund-raising firm now called the Direct Response Con-
fundraiser was operating under an expired
sulting Company. Between 1984 to 1989 the firm sent 80 million letters that raised $28.8
fund-raising certificate in Massachusetts. The
million, but the charity only received about 8% of this amount. UCC claims that $12.2
fundraiser was being paid at least 80% of the
million of its solicitation costs were educational expenditures and that 70% or approxi-
donations raised which is technically legal;
mately 56 million of its letters offered a chance to win a sweepstake. UCC also granted
however, its methods were unethical. This
W& H co-ownership of its list of supporters obtained during this period and contractually
particular campaign canvassed areas by us-
agreed to not sell or lease its donor files to other groups, even after its fund-raising con-
ing telephone and courier service (to retrieve
tract with W&H was over. Yet W&H was free to sell or lease the names of UCC donors
(Continued on page 4)
nontakible
(Continued on page 2)
loobying
Put in list
W
THE WASHINGTON INSTITUTE for Near East Policy
Barbi Weinberg
Founding President / Chairman
August 25, 1999
To: Melanie Verveer
Assistant to the President and
Chief of Staff to First Lady Hillary Rodham Clinton
Dear Ms Verveer,
I am writing to recommend that Mr Charles Schusterman of Tulsa,
Oklahoma, a Trustee of The Washington Institute, be invited to participate in the
White House Conference on Philanthropy scheduled for October 22nd of this year.
Charles and his wife Lynn are two of the most generous individuals
I know. I would recommend that both of them be invited, but have been told
that only one member of any philanthropic foundation can participate.
A highly successful businessman Mr Schusterman now devotes the lion's
share of his time and his intellect to creative philanthropy. Just a few examples:
They support Parent Child Centers in Tulsa which focus on eliminating the tragedy
of child abuse.
They provide school supplies for disadvantaged children and,
They have an initiated unusual and creative program of advertising for low-income
families to come to special centers at which they are assisted in filling out their
income tax forms to show them how to apply for the earned income tax credits to
which they are entitled.
I believe that Charles will make a valuable, creative contribution to the
discussion and would likely participate in any philanthropic endeavors which may
be the resultant recommended outcome of the conference's deliberations.
Sincerely,
Barbi Geinberg
140 South Dearborn Street
Chicago. Illinois 60603-5285
Suite 1100
Telephone: (312) 726-8000
TDD: (312) 920-6285
www.macfdn.org
THE JOHN D. AND CATHERINE T.
MACARTHUR FOUNDATION
August 6, 1999
First Lady Hillary Clinton
1600 Pennsylvania Avenue
Washington, D.C. 20500
Dear Mrs. Clinton:
I was pleased to learn that you and President Clinton are proposing to convene a
White House Conference on Family Foundations in October 1999. I am writing to
encourage the participation of the Chicago-based Steans Family Foundation at this
important gathering.
The Steans Family Foundation concentrates its annual grantmaking of
approximately $2.5 million in North Lawndale on Chicago's west side. Like other
communities most likely to benefit from the President's New Markets, Empowerment
Zone, and Welfare-to-Work initiatives, North Lawndale is an economically impoverished
neighborhood. Nearly half the families have annual incomes below the poverty line. It is
also a community likely to benefit from the administration's efforts to improve the
quality of life for the nation's children. About 43% of the population are under the age of
21, and 45% of its households are headed by single mothers with minor children.
For the past two years, the John D. and Catherine T. MacArthur Foundation has
partnered with the Steans Family Foundation to help revitalize North Lawndale. We
have made nearly $1 million in grants through the Steans Family Foundation. We have
also benefited from the counsel of family and staff members when awarding an additional
$1 million directly to nonprofits in North Lawndale. Among other accomplishments over
the past few years, the Steans Family Foundation has helped:
-mobilize residents, block clubs, church groups, and other local associations to
sponsor gardening and cleanup activities, teen-led pee wee baseball, arts festivals,
and similar community-building activities;
-organize a network of principals, teachers, and parents to strengthen twelve
public schools and establish a charter school;
-create an alliance among local businesses, service providers, residents, and local
and state agencies to match residents with good employment opportunities and to
administer an outcomes-based welfare-to-work program; and
-initiate an intensive after-school program in several elementary schools that
integrates the arts with academics to improve school achievement.
We believe that the approach of the Steans Family Foundation, which builds on
community strengths and provides the link for residents and local groups to connect with
external resources, is having a positive impact on the neighborhood. It also contributes in
significant ways to the practice of organized philanthropy. The active, personal
involvement of investment banker, Harrison Steans, and of his three adult daughters, in
community improvement efforts is truly distinctive. Every family foundation can learn
from their willingness to gather knowledge from neighborhood residents, and from their
willingness to activate networks of individual and institutional relationships to assist
North Lawndale families.
We know that the Steans Family Foundation has attracted other funders to North
Lawndale. It has helped to leverage over $6 million in annual funds for efforts to
increase access to educational and economic opportunity and to improve circumstances
and outcomes for children, youth, and families. As importantly, it has generated
optimism and hope among neighborhood residents, as well as energy and commitment
among its local and national supporters.
At the MacArthur Foundation, we recognize the multiple contributions that
family foundations can make to improve conditions in poor communities in this country.
We applaud your proposed conference and hope that the Steans Family Foundation will
be among its participants. If I can provide additional information or assistance, please do
not hesitate to contact me at (312) 917-0307.
Sincerely,
Paul Lingenfelter
Vice President
Program on Human and Community Development
P.S. Although I'm sure the experience has faded in your mind, I remember with great
pleasure our long conversation on an airplane from Little Rock to Chicago in 1988 after I
visited Southern Development Bancorporation with Jan Piercy.
bcc: Malcolm Richardson
FROM :C S MOTT FOUNDATION
810 766 1748
1999,05-06
15:33
#770 P.01/01
CHARLES STEWART
FACSIMILE
M
MOTT FOUNDATION
andrea Camp
Mott Foundation Building
Flin, MI 48502-1851
Phone (810) 238-5651
FAX (810) 766-1753
To:
Shirley Sagawa
Fax #:
202-456-6244
Firm:
The White House
CC:
From:
Elan Garonzik
Sent by:
eg
Date:
May 6, 1999
Number of pages including cover:
1
Shirley -
Thank you for the opportunity to meet yesterday.
Ellen asked for the names of individuals particularly thoughtful on the topic of religion and philanthropy.
I've asked around Mott, and have the following: Fr. Röbert Vittali (Exec. Dir. of Catholic Campaign for
Human Development) or Fr. Fred Kammer, S.J. (a personal friend of Bill & Hillary Clinton's (they went to
law school together) Exec. Dir of Catholic Charities USA. Both are accomplished speakers and highly
thoughtful people. They've also written extensively, though mainly in Catholic circles, about giving and
the need for social change.
Also, I thought of an important topic I did not mention yesterday. I would advise you to consider having
gift recipients be part of the mix and tell their stories. If it's just donors at your meeting, if it's just giver of
gifts, the meeting could get a bit too mushy & "aren't-we-wonderful." What really affects people are the
stories of how other people have been empowered and enabled by having Andrew Carnegie's ladder
extended to them.
Mort ran the community foundation small grants program for years. One great story is of the leader of a
garden group from a low-income neighborhood coming into a community foundation, all smiles and
beaming. "We got a grant," she said, "We got a grant!" (This notes that the best fundraiser is not the
intermediary, but specifically the individual who has benefited from support.)
Many thanks again,
Elan
Elan
Please call (810) 238-5651, if you do not receive the complete transmittal.
07141997/Ud
Deborah Szekely
Put on list to discuss
August 24, 1999
TO:
Esther Coopersmith
FR: Deborah Szekely
I would appreciate anything you can do to have me invited as a participant.
Thanks
Attachment
2.
shilley
1601 Connecticut Avenue NW, Suite 802 Washington D.C. 20009 Telephone 202-337-6332 Fax 202-342-2399
Deborah Szekely
3232 Dove Street
San Diego, California 92103
((619) 295-2372
(619) 295-8927 - FAX
Professional Experience
Current
Eureka Communities
Washington, DC/Detroit/San Diego/
Los Angeles/ San Francisco Bay Area/
Boston
Founder/Chairman of the Board
Eureka Communities believes that when the leaders of community-based organizations across the country
learn to work with one another, implement "best practices" and involve clients more directly in the
development process, their goals of self sufficiency and independence for people in need will be most
effectively realized.
Through two-year, 200-hour Fellowships, Eureka establishes peer and mentor support systems that facilitate
leadership development and foster cooperation. Nonprofit directors gain new perspectives as they visit model
problem-solving programs in other cities; then, through monthly workshops, they acquire an on-the-job
understanding of "best practices" and forge new partnerships for creating constructive change in the lives of
their clients.
Past
1984-1990
Inter-American Foundation
Rosslyn, Virginia
President/CEO
IAF, an independent agency of the United States government created by Congress in 1969 to support self-help
efforts of the poor throughout Latin America and the Caribbean. Bore full fiduciary responsibility over a six-
year period. Authored important program innovations to increase both their yield and cost effectiveness. New
programs included project-evaluation system; information management systems; "in country service"
programs to increase on-site management capacity and "in country" funds for rapid disbursements to
grantees. Also initiated an expanded academic fellowship program refocused on grassroots development
themes as well as international replication methods.
1982-1984
United States Information Agency
Washington, DC
Advised the Director on program policy. Responsible for the management of 15 private-sector committees.
Coordinated volunteer efforts of over 200 private sector CEOs.
1940-1982
Golden Door, Escondido, California
Rancho La Puerta, Tecate, Baja California, Mexico
Founder/Chairman
Pioneered the fitness spa as a major service industry. The two internationally-known resort spas offer a wide
variety of mind-body-fitness programs.
International Boards
U.S.-Mexico Commission for Educational and Cultural Exchange (Fulbright)
Mexico, D.F., Mexico
Co-President, Board of Directors
Represented United States on binational commission to accelerate scholarly and cultural exchanges between
the two countries. This Fulbright program is administered binationally.
Organization of American States
Washington, DC
United States delegate to the Inter-American Commission on Women (CIM). Established in 1928 as the first
international organization focusing on women's issues. Works to extend the civil, political, economic, social
and cultural rights of women in the hemisphere.
Official observer of elections - El Salvador
Chairman, International Volunteer Association (IVA)
Present Boards (partial listing)
The Aspen Institute, Nonprofit Sector Strategy Group
Center for Science in the Public Interest
Children's Defense Fund National Council
Claremont Graduate University
The Committee of 200 Foundation
Ford's Theatre
The Menninger Foundation
National Academy of Sciences Presidents' Circle
National Council of La Raza
Old Globe Theatre Honorary Board
Partners for Livable Communities
Partners of the Americas Foundation
Race for the Cure - Research and Medical Grants Committee
San Diego Performing Arts League
Youth Service America
Women's Organizations
Charter 100
Committee of 200
International Women's Forum
Recognition and Awards (partial listing)
1999
San Diego Press Club
Headliner of the Year for Philanthropy
1998
Philanthropist Volunteer of the Year, San Diego Chapter of
National Society of Fund-Raising Executives
Community Service Award (first recipient), San Diego
Greater San Diego Chamber of Commerce Women's Forum
1997
"A Celebration of a Life of Service", San Diego
Luncheon to benefit Eureka Communities Endowment Fund
Co-Sponsored by San Diego Foundation
United Seniors Health Cooperative, Washington, DC
Distinguished Seniors Award
Heart of Los Angeles Youth, Los Angeles
"Heart of Los Angeles Award" recognizing contribution toward improving
quality of life for the children of Los Angeles and throughout our nation
1996
Partners for Livable Communities, Washington, DC
Recognized for Promoting Community Livability
The Union of Pan Asian Communities, San Diego
Honored for "Innovative Solutions: Strengthening Youth, Families and Communities"
through founding of Eureka Communities
YWCA, San Diego
Spirit of Commitment Award recognizing commitment to the community
1990
Women Together Honoree, San Diego
Living Legacy Award, Women's International Center, San Diego
Participant. U.N. Secretary General Perez de Cuellar's Meeting of Eminent Persons, Paris, France
Delegate, World Conference on Education for All, Jomtien, Thailand
1988
Women of Vision Award, League of Women Voters, San Diego
1987
Woman of the Year, Women in Management, San Diego
Amiga de Baja California, Mexican and American Foundation, San Diego
1983
Distinguished Citizen, Boy Scout Council, San Diego
Distinguished Woman, Northwood University, Midland, Michigan
Benefactor of the Year, Travelers Aid Society, San Diego
1982
Woman of the Year, The President's Council of Women's Service, Business and Professional Clubs of
San Diego
1981
Chancellor's Award, University of California San Diego
Renaissance Woman, City of San Diego
1979
Woman of the Year, San Diego City Club/Charter 100
Volunteer of the Year, National Society of Fund-Raising Executives, San Diego Chapter
1976
Small Businessperson of the Year for California (National runner-up), Small Business Administration
Honorary Doctorate, California School of Professional Psychology, San Francisco
Public Service (partial listing)
1983
Bipartisan Congressional Management Project conceived by Deborah Szekely and carried out with
support of American University, Washington, DC. Setting Course A Congressional Management
Manual, currently in its sixth edition, is sent to newly-elected members of the Senate and House of
Representatives by their respective parties.
Women Business Owners Conference, Advisory Board, Small Business Administration
1982-
United States Olympic Committee, San Diego County
1984
Small Business Administration Advisory Council
LEAD San Diego, Inc., Board of Directors
1975-
San Diego Stadium Authority, Chairman of Board of Governors
1978
President Ford's Council on Physical Fitness and Sports
1971-
Cities of San Diego and Carlsbad, Parks and Recreation Departments. Created Free Family Fitness
1978
and Fun Centers in 15 public gyms. Served 40,000 persons
1970-
President Nixon's Conference on Physical Fitness and Sports
1974
1965-
Francis W. Parker School, San Diego. Board of Directors; Chairman, Long-Range Planning
1975
1960-
Children to Children: Founded a cooperative effort between
1963
California and Baja California, Mexico, involving school districts of San Diego, Los Angeles,
Redlands. Also Marine Corps, San Diego Fire Department, Junior League, etc. Collected, cleaned,
mended, sorted and distributed childrens' clothing
1959-
Seniors in Philanthropic Service, Inc. Vice Chairman, Board of Trustees
1961
1955
Founded and funded first public library in Tecate, Baja California, Mexico
1952
Founded first school for deaf and deaf-mute children in Baja California, Mexico. Located in Tecate
Media
Developmental Editor, PERSONA. Supplement produced by Conde Nast Publishing for inclusion in several of
their high-end magazines such as ARCHITECTURAL DIGEST, CONDE NAST TRAVELER, etc.
Several books on lifestyle change, as well as numerous magazine articles. Many television and radio
appearances
Member, American Federation of Television & Radio Artists (AFTRA), Hollywood, California
BOSTON AGING CONCERNS
YOUNG & OLD UNITED, INC.
Sarah A. Wenig
Director of Fundraising & Public Relations
-
67 NEWBURY STREET, BOSTON, MA 02116
TEL. (617) 266-2257 EXT. 212
FAX (617) 266-9341
BOSTON AGING CONCERNS
YOUNG & OLD UNITED, INC
Our mission is to provide the highest quality intergenerational housing and related services to assist people in need, especially elders.
Chair
Mrs. Hillary Rodham Clinton
William Elsbree
The White House
Vice Chair & Treasurer
Washington DC
James T. Pearson
September 9, 1999
Recorder
Dear Mrs. Clinton,
Jane Levitt
I am writing to nominate Boston Aging Concerns-Young & Old United, Inc. (BAC-
Charles Collier
YOU) to be invited to the White House Conference on Philanthropy on October 22,
Rev. Barbara Groover
1999.
Keith Gwin
Elizabeth Haddad
Lisa M. Habn
I know the organization well as I am one of the Founders and a former member of it's
Bernard K. Hooper, Esq.
Board of Directors. BAC-YOU started as a neighborhood organization of volunteers.
Rev. Luvinia McLean
It is now a city-wide agency employing 20 people, a United Way affiliate and I am very
Kathleen O'Connor
proud of its accomplishments.
Jai G. Parekh, M.D.
Karen E. Smith
Boston Aging Concerns-Young & Old United, Inc. is the developer of GrandFamilies
Augustine Ugbolue, Ph.D.
House in the Dorchester neighborhood of Boston. It is the first, and remains the only,
Abby C. von der Hyde
housing specifically built to meet the needs of this growing category of family - one
Margaret Voss
made up of grandparents raising their children's children. There are nearly 4 million
Edwm J. Will
children in the United States living in households headed by grandparents. They live in
Barbara Williams
urban, suburban and rural communities and are of all socioeconomic groups. Of those,
Executive Director
1.5 million children have lost their parents to drugs, incarceration, AIDS, mental illness
Janet Van Zandi
or other unfortunate circumstances. In Greater Boston, we estimate that there are
about 10,000 children being raised solely by elder kin.
BAC-YOU has received a deluge of requests for help from officials and public servants
all over the country where GrandFamilies Houses are desperately needed. BAC-YOU
is working on replication plans now and it would serve their efforts well to be included
at the White House Conference on Philanthropy. It would have a great impact on their
UNITED WAY
ability to help more GrandFamilies if you would help expose this wonderful non-profit
organization to the important philanthropies and individuals that I know will be in
there.
EQUAL HOUSING
OPPORTUNITY
Furthermore, I think you will agree that it is important that your Conference on
Philanthropy focus on the wonderful work being done at the local level that need the
help of philanthropic funds to bring their programs to all people. BAC-YOU is a great
67 NEWBURY STREET, BOSTON, MASSACHUSETTS 02116 (617) 266-2257 FAX: (617) 266-9341
® 1
example of such an organization - one that is ready to grow but needs help to do SO. They
are championing the great gifts that elders have to give to the youngest generation which is a
resource we must make more use of in the 21st Century.
I know that President Clinton knows from personal experience how much the country needs
GrandFamilies. I know that I am certainly grateful, as are all Americans, for the time and care
his grandparents gave to him.
Please invite Janet Van Zandt, Executive Director and Sarah Wenig, Director of Fund Raising
and Public Relations of BAC-YOU to the White House. Thank you for your consideration.
Sincerely,
Else Frank
Elsie Frank
Founder
BOSTON AGING CONCERNS
YOUNG & OLD UNITED, INC
Our mission is to provide the highest quality intergenerational housing and related services to assist people in need, especially elders.
Ms. Mary Ellen McGuire
Office of the First Lady
OEOB - Room 101
Chair
Washington, D.C. 20500
William Elsbree
September 9, 1999
Vice Chair & Treasurer
Dear Ms. McGuire,
James T. Pearson
Recorder
Jane Levitt
Thank you very much for the time you spent on the phone with me and your kind
counsel on how to get to Mrs. Clinton's Conference on Philanthropy.
Charles Collier
Rev. Barbara Groover
Enclosed are print and video examples of the national and local coverage the
Keith Gwin
GrandFamilies House has attracted.
Elizabeth Haddad
Lisa M. Halm
It would be a tremendous boost to Boston Aging Concern-Young & Old United, Inc.'s
Bernard K. Hooper, Esq.
(BAC-YOU) effort to get more GrandFamilies Houses built to be included in the
Rev. Luvinia McLean
conference on October 22, 1999. Janet Van Zandt, our Executive Director, our Board
Kathleen O'Connor
of Directors, and myself have just begun to implement the strategic plan to bring this
Jai G. Parekh, M.D.
housing model to the attention of federal agencies and fund sources, as well as
Karen E. Smith
Augustme Ugbolue, Ph.D.
philanthropic groups and individuals working on a national level.
Ahby C. von der Hyde
Margaret Voss
The three videos includes will serve you in presenting us to the decision makers in
Edwin J. Will
various ways. The Today Show clip is short in length but introduces BAC-YOU, the
Barbara Williams
GrandFamilies House, and a grandparent and child. The NightLine with Barbara
Walters presents a national picture of the issue but includes significant time on the
Executive Director
GrandFamilies House as the only tangible help being offered to GrandFamilies at this
Janet Van Zandi
time. The PBS Basic Black video was locally produced and offers a very personal
introduction to two GrandFamilies, coverage of our opening day with Mayor Menino's
remarks, and the construction of our playground by United Way Community Care Day
volunteers.
Call if I can help you with anything else. We would be very grateful for two places at
the conference. One for Janet Van Zandt and one for me.
UNITED WAY
Sincerely,
Savab
EQUAL HOUSING
OPPORTUNITY
Sarah A. Wenig
Director of Fund Raising
and Public Relations
67 NEWBURY STREET, BOSTON, MASSACHUSETTS 02116 (617) 266-2257 FAX: (617) 266-9341
R
1
SEP- 9-99 THU 3:39 PM
P. 2
BOSTON AGING CONCERNS
YOUNG & OLD UNITED, INC.
Our mission is to provide the highest quality intergenerational housing and related services to assist people in need, especially elders.
Chair
Mrs. Hillary Rodham Clinton
William Elsinee
The White House
Vice Chair 8 Treasurer
Washington DC
James T. Pearson
September 9, 1999
Recorder
Dear Mrs. Clinton,
Jane Levine
I am writing to nominate Boston Aging Concerns-Young & Old United, Inc. (BAC-
Charles Collier
YOU) to be invited to the White House Conference on Philanthropy on October 22,
Rev Barbara Groover
1999.
Keith Gwm
Elizabeth Healehed
I know the organization well as I am one of the Founders and a former member of it's
Lisa M. 11alm
Board of Directors. BAC-YOU started as a neighborhood organization of volunteers.
Hermal K. Hooper. Esq.
Rev. Luvina McLean
It is now a city-wide agency employing 20 people, a United Way affiliate and I am very
Kathleen or comor
proud of its accomplishments.
Jui G. Parelih M.D.
Karen H. Smith
Boston Aging Concerns-Young & Old United, Inc. is the developer of GrandFamilies
Augustine Ugboluc. Ph.D.
House in the Dorchester neighborhood of Boston. It is the first, and remains the only,
Abby C. will der Hyde
housing specifically built to meet the needs of this growing category of family - one
Manuaret Voss
made up of grandparents raising their children's children. There are nearly 4 million
Indum 1. Will
children in the United States living in households headed by grandparents. They live in
Barbara Williams
urban, suburban and rural communities and are of all socioeconomic groups. Of those,
1.5 million children have lost their parents to drugs, incarceration, AIDS, mental illness
Executive Director
or other unfortunate circumstances. In Greater Boston, we estimate that there are
handt Van Cande
about 10,000 children being raised solely by elder kin.
BAC-YOU has received a deluge of requests for help from officials and public servants
all over the country where GrandFamilies Houses are desperately needed. BAC-YOU
is working on replication plans now and it would serve their efforts well to be included
at the White House Conference on Philanthropy. It would have a great impact on their
ability to help more GrandFamilies if you would help expose this wonderful non-profit
NITED WAY
organization to the important philanthropies and individuals that I know will be in
there.
EDUAL MOUSING
OPPORTUNITY
Furthermore, I think you will agree that it is important that your Conference on
Philanthropy focus on the wonderful work being done at the local level that need the
help of philanthropic funds to bring their programs to all people. BAC-YOU is a great
67 NEWBURY STREET, BOSTON, MASSACHUSETTS 02116 (617) 266-2257 FAX: (617) 266-9341
SEP- 9-99 THU 3:39 PM
P. 3
example of such an organization - one that is ready to grow but needs help to do so. They
are championing the great gifts that elders have to give to the youngest generation which is a
resource we must make more use of in the 21st Century.
I know that President Clinton knows from personal experience how much the country needs
GrandFamilies. I know that I am certainly grateful, as are all Americans, for the time and care
his grandparents gave to him.
Please invite Janet Van Zandt, Executive Director and Sarah Wenig, Director of Fund Raising
and Public Relations of BAC-YOU to the White House. Thank you for your consideration.
Sincerely,
Else Frank
Elsie Frank
Founder
SEP- 9-99 THU 1:43 PM
P. 2
BOSTON AGING ONCERNS
YOUNG & OLD UNITED, INC.
Our mission is to provide the highest quality intergenerational housing and related services to assist people in need, especially elders.
Ms. Mary Ellen McGuire
Office of the First Lady
OEOB - Room 101
Chuir
Washington, D.C. 20500
William Elstree
September 9, 1999
Vice Chair & Treasurer
Dear Ms. McGuire,
James 7. Pearson
Recorder
Thank you very much for the time you spent on the phone with me and your kind
lane Leviti
counsel on how to get to Mrs. Clinton's Conference on Philanthropy. Enclosed are
Charles Collier
print and video examples of the national and local coverage the GrandFamilies House
Rev. Barbara Groover
has attracted.
Keith Gwin
Elezabeth Macklad
It would be a tremendous boost to the Boston Aging Concern-Young & Old United,
11511 M. Halm
Inc. (BAC-YOU) effort to get more GrandFamilies Houses built to be included in the
Bernard K. Hooper, Esq.
conference on October 22, 1999. Janet Van Zandt, our Executive Director, our Board
Rev. Luvinia McLean
of Directors, and myself have just begun to implement the strategic plan to bring this
Kathleen O'Connor
housing model to the attention of federal agencies and fund sources, as well as
Jai G. Parekh, M.D.
philanthropic groups and individuals working on a national level.
Karen E. Smith
Augustine Ugbolue. Ph.D.
The three videos includes will serve you in presenting us to the decision makers in
Abby C. von der Hyde
Margaret Viss
various ways. The Today Show clip is short in length but introduces BAC-YOU, the
Edwin 1. Will
GrandFamilies House, and a grandparent and child. The NightLine with Barbara
Barbara Williams
Walters presents a national picture of the issue but includes significant time on the
GrandFamilies House as the only tangible help being offered to GrandFamilies at this
Executive Director
time. The PBS Basic Black video was locally produced and offers a very personal
Janet Van Zandi
introduction to two GrandFamilies, coverage of our opening day with Mayor Menino's
remarks, and the construction of our playground by United Way Community Care Day
volunteers.
Call if I can help you with anything else. We would be very grateful for two places at
the conference. One for Janet Van Zandt and one for me.
UNITED WAY
Sincerely,
Savan a Ing
DUAL EVIDING
OPPORTUNITY
Director of Fund Raising
and Public Relations
67 NEWBURY STREET, BOSTON, MASSACHUSETTS 02116 (617) 266-2257 FAX: (617) 266-9341
SEP- 9-99 THU 1:44 PM
P. 3
BOSTON AGING CONCERNS
YOUNG & OLD UNITED, INC.
Our mission is to provide the highest quality intergenerational housing and related services to assist people in need, especially elders.
Chuir
William Elsbree
THE GRANDFAMILIES PROGRAM
Vice Chair (2 Treasurer
James T Pearson
Recorder
Lane Lease
Introduction
Charges Callier
GrandFamilies House, co-developed by Boston Aging Concerns - Young & Old United and
Rev Barbara Crooser
the Women's Institute for Housing and Economic Development, is the first housing in the
nation specifically designed to meet the physical and social needs of a growing family type:
Enzabeth
grandparents who are raising grandchildren without parents present in the home.
find NI Hairn
Burnard N Hooper. Evi.
The opening of GrandFamilies House is also part of a larger vision created by a
R.: Savina Meinan
collaboration of agencies and individuals in support, and with the advice, of grandparents
Kathteen Connor
who are raising their grandchildren. The following have been the notable outcomes of this
Parelik. MD
collaboration:
Staten E. South
Americance poine. P.
BAC-YOU's survey report in 1994, Raising the Next Generation: A Study of
Vital 1011 Hris
Grandparents Raising Grandchildren in Boston.
:....
The development of GrandFamilies House.
chen Will
The development by the YWCA Boston a leading creator of programs for
Burbana Williams
women and children -- of Generations Learning Together. a preschool, after-school.
and computer lab specifically designed for children and seniors and of Senior
Executive Director
Strength. an exercise program for the grandparents.
Junes Van Imall
Proposed research by UMass Boston and Abt Associates into the effects of the
Program on grandparents.
With critical help from consultants at Housing Investments and the Women's
Institute, the BAC-YOU-driven creation of a demonstration program of 100 HUD
Section 8 rental certificates by the Mass. Department of Housing and Community
Development and the Boston Housing Authority for GrandFamilies.
The GrandFamilies Task Force. a gathering of grandparent caretakers and interested
professionals, staffed by BAC-YOU's GrandFamilies Coordinator, which has
UNITED 15 19
provided advice and leadership on design, programming and policy changes.
The collaboration of the YWCA Boston, Parents and Children's Services and BAC-
YOU on expanded services, advocacy and programs in a Vision for a
GrandFamilies Community.
COUAL HOUSING
OPPORTUNITY
The growing awareness of the need for policy and regulatory changes in
I GrandFamilies is a registered service mark of Boston Aging Concerns - Young and Old United, Inc.
I
67 NEWBURY STREET. BOSTON, MASSACHUSETTS 02116 (617) 266-2257 FAX: (617) 266-9341
SEP- 9-99 THU 1:45 PM
P. 4
government and private programs affecting these families, partially as a result of
GrandFamilies House.
Because the GrandFamilies Program is meeting a clear need and we are approached regularly
for information and advice, we are working to create appropriate data to facilitate replication of
the Program across the country.
Background
The growing phenomenon of grandparents raising grandchildren on their own became especially evident at
BAC-YOU several years ago. Our Housing Resource Services staff noted that an increasing number of
elderly clients. presumed to be living alone, were in fact caring for young children full time.
Some elders were about to be evicted from elderly housing because they had taken in young children;
others were living in apartments which were overcrowded, unsafe, substandard or inaccessible The
advent of the children into the grandparents living situation made some apartments which had been
acceptable become overcrowded, or, due to the extra expenses and effort of raising the children,
inaccessible or unaffordable. It caused other families to lose their apartments and became homeless.
We studied the problem by conducting a survey of 50 grandparent-headed households in Boston.
Interviews with the grandparents, overwhelmingly African-American women ranging in age from 50
to 86. showed significant health problems and low family income (typically $5,000-$15,000). They
were raising their grandchildren because of substance abuse, death, incarceration. AIDS and other
illnesses. or immaturity of the parents.
Grandparent-headed families also ran into policy and regulatory problems: schools and health centers
not recognizing grandparents as primary caretakers; non-DSS (Department of Social Services) kinship
care placements leaving them with less financial support than DSS placements: elder housing
disallowing children and family housing accommodating at best, younger and more physically fit
parents - and often too violent for either; preschool and after-school voucher programs not prioritizing
grandparent-headed families: and elder meals programs disallowing children.
Statistically, between 1980 and 1990 there had been a 44 percent increase in the number of children
being raised by grandparents. By 1996, there were approximately 2.1 million children being raised
exclusively by their grandparents or other relatives. We estimate that in the Boston area, there are
10,000 such children.
GrandFamilies Task Force
The GrandFamilies Task Force is comprised of local grandparents raising grandchildren, along with
community activists and service providers. These grandparents are often the pillars of their families and
communities. As they provide stability to their grandchildren, they represent strong role models to
younger families and contribute to the health of the larger community. In the forum of the Task Force,
they educate themselves on the issues, design effective advocacy strategies and support each other. The
task force members have participated every step of the way. From attending heated community meetings
to marching down to the zoning board in support of the GrandFamilies House, from organizing field trips
to helping to construct the playground, the Task Force members have worked tirelessly to represent
GrandFamilies' concerns.
2
SEP- 9-99 THU 1:45 PM
P. 5
GrandFamilies House
When asked in which areas of their lives they needed the most help, 75 percent of the surveyed
grandparents listed "housing." The problems, as listed above, included affordability and accessibility, but
they also noted feelings of isolation both for the grandparents and the grandchildren and the need for
additional services such as respite care and transportation. When asked to choose the type of housing they
would like, 50% chose grandparent housing, defined as housing specifically designed for grandparents
who are raising their grandchildren with on -site support services.
In October 1998, four years after the survey, following a highly interactive community planning process
led by a special GrandFamilies Task Force, we opened the doors to the first-in-the nation housing for
grandparents raising grandchildren. Co-developed by BAC-YOU and the Women's Institute for Housing
and Economic Development, it is owned and managed by BAC-YOU.
Twenty-six two-, three-. and four-bedroom apartments offer architectural and programmatic elements for
elders and children. Examples of the former include an elevator, grab bars in the bathrooms, child-proof
features and a playground within view of grandparents watching out of bay windows. A GrandFamilies van
is available for shopping, medical and field trips.
Programs
On site at the GrandFamilies House. the YWCA Boston offers the Generations Learning Together (GLT)
programs. GLT includes a preschool. after-school and computer learning center, all innovatively designed
to include the grandparents in the learning experience of the grandchildren. The special emphasis on math.
science and computer skills. starting in the pre-school classrooms, is designed to help the generally lower
income residents of the GrandFamilies House to catch up with their middle class peers in school. Off site,
the YWCA will include teens in their Youth Voice Collaborative program, which teaches young people to
express their interests through video and other presentation media. The YWCA operates a day care center
for infants which will prioritize referrals from the GrandFamilies House.
In addition, the YWCA will offer an exercise program for the grandparents called Senior Strength. Senior
Strength is designed to tone muscles, relieve tension, provide a respite from the responsibilities of
grandparenting and mitigate some of the effects of aging, such as osteoporosis. All the YWCA programs
serve, first, residents from the GFH: second, other GrandFamilies from the community: and third. other low
income residents.
BAC-YOU has on staff a GrandFamilies Resident Services Coordinator who is available to the tenants for
information and referrals to service programs as needed. The Coordinator also helps organize activities and
events in the GFH and mitigates problems and conflicts. A live-in House Manager provides a first-
response to emergencies on evenings and weekends.
Section 8 Rent Subsidies
Massachusetts is the first state to create a demonstration program which provides 100 Section 8 certificates
specifically designed for elders raising children. The Commonwealth's Department of Housing and
Community Development helped BAC-YOU create the demonstration program for grandparent-headed
families by converting 50 HUD Section 8 rent subsidies for use by GrandFamilies. Called Raising the Next
Generation, the program provides tenant-based Section 8 certificates to grandparents who are raising their
I
SEP- 9-99 THU 1:46 PM
P. 6
grandchildren. The grandparents are required to have permanent custody of the grandchildren and can
prove this arrangement in a variety of ways. First priority goes to elderly grandparents aged 62 and older;
second priority is for the "near-elderly" aged 50 - 61. Eligible grandparents pay no more than 30 percent of
household income for rent. The Boston Housing Authority created a similar program with an additional 50
certificates. BAC-YOU is providing outreach, eligibility screening, housing counseling and referral to
support services for this statewide project.
Although the certificate holders were entitled to live anywhere they chose, most of the first recipients chose
to live in the GrandFamilies House. They cited the newness of the building, the promise of community
with others in similar situations and the on-site support services as factors in their decision.
Ongoing Education and Advocacy for All GrandFamilies
There is a growing awareness that grandparent-headed families are increasing in number. In rapidly
increasing numbers, the grandparents are providing family stability when the parents are unable to raise
their children. Despite this. many policies and regulations do not yet allow GrandFamilies to get the
services and resources they need. Rules are unclear or contradictory. Access to information and decision
making rights are denied. The result may be isolation and frustration for grandparents and inadequate
support and assistance for children.
BAC-YOU will continue to provide a GrandFamilies Coordinator to organize meetings of the
GrandFamilies Task Force. She will also arrange educational sessions on legal, housing. economic and
child care issues. work with grandparents on policy and regulatory issues that affect their lives, help build
coalitions of those with similar concerns, and serve as liaison to other agencies who want to replicate all or
part of the GrandFamilies House or Program. We will work with the grandparents to become effective
advocates for the children in schools and health centers.
BAC-YOU is also collaborating with the YWCA Boston and Parents and Children's Services to expand the
programs and services available. The YWCA will provide a Health Coordinator to study the role of
exercise in promoting the health of the grandparents and grandchildren. Parents and Children's Services
will provide family advocacy. Collectively, we are working toward creating a body of knowledge that will
support the replication of the project and the development of a resource center for the GrandFamilies.
National Attention and Replication
We are receiving extensive national and international media attention, as well as inquiries from providers
wanting to serve grandparent-headed families elsewhere in the U.S., especially by adding a housing
component to their work. Abt Associates and the UMass Gerontology Department are working jointly to
develop an evaluation methodology for the GrandFamilies Program with an eye toward producing
replication materials.
Rev. Jan. 1999
THE WHITE HOUSE
WASHINGTON
September 28, 1999
MEMORANDUM TO MARY ELLEN MCGUIRE, ASSISTANT TO DEPUTY CHIEF OF
STAFF TO THE FIRST LADY
FROM:
BOB J. NASH, ASSISTANT TO THE PRESIDENT AND DIRECTOR Bn OF
PRESIDENTIAL PERSONNEL
SUBJECT: PHILANTHROPY CONFERENCE RECOMMENDATIONS
Enclosed is the resume of the Chair of Freddie Mac Corporation and Foundation. He is a friend
of mine (Dwight Robinson, Senior Vice President at Freddie Mac). Please ask if his boss could
be invited to the conference. He says their foundation is larger than Fannie Mae.
Is there anyone included in the list from Freddie Mac at this point. If not, we not should consider
it. Thanks.
703-903-3000 -
ASH. Ella be
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12:15 19/4 12:15 MM
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Sep-20-89 12:27pm From-
T-969 P.01/02 F-386
CORPORATE RELATIONS DEPARTMENT
FAX COVER SHEET
TO:
Bob Nash
COMPANY:
PHONE NO.: (202) 456-5286
FAX NO.: (202) 456-2259
FROM:
Dwight Robinson
PHONE NO: (703) 903-2000
Senior Vice President
Corporate Relations
FAX NO.: (703) 918-8895
DATE:
9/20/99
NO. OF PAGES:
2
INCLUDING COVER PAGE
COMMENTS: Per our conversation at the Congressional Black Caucus event this
weekend, attached is the bio for Leland Brendsel, chairman and CEO of Freddie Mac and
Chairman of the Board of the Freddie Mac Foundation. It is important to me that he be
invited to the October 22 philanthropy event at the White House. Thank you.
Philanthry File
If you experience transmission problems with this document, please call:
NAME: Becky Blair
PHONE NO.:
(703) 918-8137
This fax is intended for the exclusive use of the addressee named above. and may contain legally privileged and confidential
information. If you are nor the intended recipient of this fax. you are hereby notified that any dissemination, distribution or
copying of this fax is strictly prohibited.
8200 Jones BraNch
STAFF CONTACT
or
McLean, un.
for form
arior
Ella 2-7-2001 cel
T-969
P.02/02
F-386
Sep-20-99 12:27pm
From-
Leland C. Brendsel
Chairman and Chief Executive Officer
Freddie Mac
Leland C. Brendsel is chairman and chief executive officer of Freddie Mac, a position
he has held since November 1989. Before being elected chairman, Brendsel served as
president and chief execurive officer of Freddie Mac for four years. He joined Freddie
Mac in 1982 as executive vice president and chief financial officer.
Brendsel has been a leader in the development of the secondary mortgage market,
championing innovative ways to attract investors to housing, improve lending practices
and expand homeownership opportunities.
Freddie Mac was chartered in 1970 to create a continuous flow of funds to mortgage
lenders. Under Brendsel's leadership, Freddie Mac has been consistently profitable and
has evolved into a publicly held corporation with a shareholder-elected Board of
Directors. Barnings-per-share growth has averaged 16 percent over the past ten years as
Brendsel has led the company; return on equity has exceeded 20 percent each year.
Today, Freddie Mac's more than $750 billion in mortgage assets finance homes for
eight million families. Its $40 billion market capitalization puts it 65th in the S&P 500.
Freddie Mac has helped make America's housing finance system the best in the world.
Because of Freddie Mac, mortgage rates are lower and mortgage money is readily
available. Freddie Mac's continual innovation spans the introduction of conventional
mortgage-backed securities in 1971, multiclass mortgage securities in 1983 and
automated underwriting in 1995.
As Chairman of the Board of the Freddie Mac Foundation, Brendsel is the guiding force
behind the Foundation's efforts to brighten the future for children and their families.
Brendsel runs several times each year in Freddie Mac's Reach Out to a Child SK
walk/runs, which have become an industry-wide effort to raise money for foster care
and adoption programs. He also is a leading advocate for Healthy Families America, a
program of the National Committee to Prevent Child Abuse that prevents child abuse by
offering intensive home visitation to new parents.
Brendsel has received numerous awards for his commitment to children, including:
Washingtonian of the Year (1991), the Washington UNICEF Council Children's
Champion (1992), the National Black Child Development Institute's Corporate Citizen
of the Year (1993), the New York Council on Adoptable Children's Award (1993), the
Child Welfare League of America's Corporate Advocate of the Year (1995) and the
Volunteer Emergency Families for Children's Give Your Heart to a Child Award
(1997).
Brendsel serves on the Board of Trustees of the National Urban League, a nonprofit,
community-based social service and civil rights organization with 115 affiliates in 34
states and the District of Columbia.
Brendsel received his doctorate in finance from Northwestern University after
completing undergraduate studies at the University of Colorado. He remains active
with Northwestem, serving on the Advisory Board of the J.L. Kellogg Graduate School
of Management.
3/99