th 2004 2014

1ANNIVERSARY0 REPORT

SAGAMORE INSTITUTE Heartland Innovation. NATIONAL INFLUENCE.

BOARD OF TRUSTEES Jerry D. Semler, Chair Stephen A. Stitle, Treasurer Jean Wojtowicz, Secretary Vice Adm. (ret) Mike Bucchi David L. Helmer Dayton Molendorp James T. Morris Alex Oak Donald L. Palmer John Sampson Becky Skillman P. Douglas Wilson Jay F. Hein, Ex Officio

SAGAMORE’S HEADQUARTERS at THE LEVEY MANSION “The highest honor an Indiana governor gives is called the Sagamore of the Wabash.... [It’s] given for wisdom, and public commitment, and a concern for the well-being of others. So, I’d say that Sagamore chose its name well, and is living up to it every day.”

FORMER INDIANA GOV. MITCH DANIELS

BOARD OF TRUSTEES CONTENTS Jerry D. Semler, Chair Message from the Chairman 4 Stephen A. Stitle, Treasurer Message from the President 5 Jean Wojtowicz, Secretary Our Story 6 Vice Adm. (ret) Mike Bucchi Founding Era 8 David L. Helmer Sagamore in the Nation’s Service 10 Dayton Molendorp Deepening Roots, James T. Morris Extending Influence 14 Alex Oak Staff & Interns 20 Donald L. Palmer Senior Fellows 21 John Sampson Finance Summary 22 Becky Skillman Sagamore Supporters 24 P. Douglas Wilson The Sagamore Society 30 Jay F. Hein, Ex Officio How to connect 31

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MESSAGE from the CHAIRMAN

Dear Friends, roots and its national inf luence. Sagamore Institute is celebrating its 10th Dan’s contributions were not limited to anniversary in 2014 and this report stands his excellent leadership of the organiza- as testimony to the record of success that tion. Rather, the case can be made that Sag- has been made possible by the generosity amore simply wouldn’t exist without Dan of our donors. We have completed hun- and Marsha Coats’ vision for an Indianap- dreds of projects in over a dozen states and olis think tank and their personal generosi- half dozen nations. We have received $20 ty. As a matter of fact, it was their Founda- million dollars from customers buying our tion for American Renewal that served as research and consulting services as well as the business engine for Sagamore until we contributors investing in our mission. received our own 501c3 designation and What joins the board, staff and donors thereafter they donated over a quarter of a is a belief that ideas matter and that the million dollars to our efforts to strengthen heartland is a strategic place for innova- Indiana and export Hoosier common sense tion and enterprise. The national news is to the national stage. filled with stories about Washington D.C.’s As meaningful as our efforts have been leaders being stuck in old debates or other- over the past decade, I am certain that we wise fighting on narrow grounds. Those of are poised for much greater impact in the us in America’s 50 states understand that years ahead. Our value proposition is firm- everyday citizens are the ones who create ly established, our network of scholars is jobs, invent products, educate the next gen- deep and wide, and our opportunities to eration and build a better society. This is serve are expanding rapidly. not an accident; indeed, it’s the heart of the On behalf of Sagamore’s Board of Trust- American Experiment. ees, I encourage you to read carefully the It has been my high honor to serve as accomplishments of our think tank over its chairman of Sagamore, a duty that began three phases of growth: the Founding Era, when I joined then-US Ambassador to Ger- 2004-05; In the Nation’s Service, 2006-09; many Dan Coats and Jay Hein in founding and Deepening Our Roots, Extending Our Sagamore. The board desired for Dan and Reach, 2010-14. me to serve as co-chairs to ref lect the think Thank you for your partnership and tank’s equal commitment to its heartland please join us in writing the next chapter in Sagamore’s story of reforming govern- ment and revitalizing communities.

Sincerely,

Jerry D. Semler Chairman

Dan and Marsha Coats

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MESSAGE from the PRESIDENT

Dear Friends, you define success?” To answer that ques- I am often asked, “What is a think tank?” tion, I like to draw the following illustra- My answer is that we’re a place where tion on a napkin or white board: ideas get put to work. How we think about our challenges is very important and we IDEAS IMPACT work hard to produce research that gives fresh insight into stubborn problems. Yet, INFLUENCE INCOME it’s insufficient to simply seek better un- derstanding. We want to attach promising It starts with ideas. Each of our activities solutions to those same problems and fos- must begin with an idea that will make the ter innovation in both policymaking and world a better place if it works. Since we’re local practice. about moving ideas into action, the second In this “thinking and doing” companion- measure needs to be impact. If the ideas ship, we often find ourselves leading lead- and our execution are good, we’ll achieve ers and serving servants. We have advised real results for real people in real commu- grassroots nonprofit leaders, corporate CEOs nities at home and abroad. and heads of state. While these leaders face We also have the high privilege and dramatically different problems, they all heavy responsibility of guiding leaders’ need to make decisions with too little time decisions and educating the public. This and too little information. Since we enjoy means that must use our inf luence wisely the advantage of permanently being in and persuasively. Finally, we need to meet research and development, we boldly step the market needs of our customers and the into those decision-making processes and missional needs of our donors. This means offer counsel on what works, what doesn’t that income is an essential measure, as and why. well. Yet, we maintain a more humble posture It is said that a philosopher’s job is to dis- in the entrepreneur’s workplace, the mas- cern. I seek to lead Sagamore in this pursuit ter teacher’s classroom or the nonprofit in- every day. We are on information over- novator’s office. They are on the frontlines load in the Internet Age, but knowledge trying the hard things with brilliance and and wisdom are rarer commodities. In our bravery. Sometimes they win and some- counsel to policymakers, support for inno- times they don’t. Regardless, we have pens vators and educating the public, we hope ready to capture the insights gained from to live up to our sagamore moniker by be- the daring adventures to help guide future ing wise counsel to a world in progress. travelers. Beyond conducting pioneering research in these settings, we offer techni- Sincerely, cal assistance to heighten the prospects of success and pave the way for replication. Given the wide-ranging activities of our distributed network of scholars, the second Jay F. Hein question I am often asked is, “So how do President

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Sagamore Institute is an Indianapolis-based non- profit, nonpartisan, public policy research orga- nization—or “think tank.” We borrow our name from the Algonquin word sagamore, which refers to a trusted individual within the tribe to whom the chief would look for wisdom and advice on issues of public concern. It is thus our mission to research and analyze difficult issues, to serve as HEARTLAND INNOVATION a meeting place for disparate groups, and to offer wise counsel for a world in progress. We were born in the spring of 2004, but have roots stretching back two decades thanks to our founders’ leadership roles within the Hudson In- stitute’s Indianapolis headquarters. When Hud- son moved to Indiana in 1984, it undertook a big experiment: could a national policy think tank survive in the Heartland of America? Twenty years later, as the Hudson board de- cided to move back to the East Coast to focus on NATIONAL INFLUENCE Middle East policy, the answer was that not only could they survive but thrive. Thanks to presi- dents such as Mitch Daniels and Les Lenkows- ky and board members such as Dan Evans and John Mutz, Hudson turned from deficit spending to balanced books and a new $8 million endow- ment. It also led the national debate with such successes as the book Workforce 2020 and the OUR policy impact found in their scholars’ support to then-Wisconsin Governor Tommy Thompson’s welfare reforms. STORY Sagamore built on this foundation by forming an expert network of fellows providing inde- “Our main value proposition pendent and innovative research and analysis is moving ideas to action. to public and private sector leaders. We believe that public policy belongs to everyone—not just We do not ask who is for to those inside Washington’s beltway of Wash- or against certain reforms. ington, D.C.—and that citizens are at the center of problem solving. We ask how we are going to Our location in Indianapolis places us at the fix society’s most stubborn global crossroads and in a geographic venue full of innovative international corporations, the problems and sustain our second largest concentration of non-profits in the most promising solutions.” nation, a burgeoning immigrant population, a vi- brant university system, and an ever-changing JAY HEIN civic culture.

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From the nation’s Heartland, we are able to lo- them into smarter policy and improved practice. cate, identify, and highlight innovators, entrepre- Ideas matter. They can improve the human neurs, practitioners, and experts that typically fall condition and alter the course of history. As a outside of the beltway’s field of vision. We also conventional think tank, ideas are our business. have the advantage of seeing policy innovations Yet, we’re unconventional in our methodology. as they develop, and thus being on the cutting We’re not removed from reality and we don’t edge of policy analysis. Our ability to challenge hypothesize from 30,000 feet. At Sagamore, we’re the conventional wisdom through our research committed to transforming innovative ideas into benefits both policymakers and residents in our real results. We are dedicated to applied research own city and state; but we also know that local – research that actually puts ideas and theories innovations can have a national and even inter- to test in the real world. We’re in communities, national impact, just as faraway events can hit getting our hands dirty, working alongside in-

“IT’S ABOUT COMING DOWN FROM THE IVORY TOWER, ROLLING UP YOUR SLEEVES, AND GETTING TO WORK.” AMY SHERMAN close to home in a world as connected as ours. novative practitioners, learning from them, and Unfortunately, far too many innovators work measuring the impact of ideas and theories put in a vacuum. They may be creating new solutions into practice. This allows us to gain insight into that are improving their condition, yet the les- which prescriptions work, which don’t, and why. sons they have learned from their experiences And because we know one size does not fit all aren’t disseminated for the benefit of other com- in addressing our most persistent societal chal- munities or the nation. So, good work happens, lenges, we think not only about what’s possible, but it is marginalized, lost, forgotten. but what it actually takes to transform good ideas Sagamore Institute helps to correct that prob- into action that improves the reality of citizens lem. We leverage the best ideas and initiatives. in communities across America. We combine the We amplify a different way of thinking, doing, power of new thinking with the power of effec- and transforming. We fill the gap between perva- tive action to transform our neighborhoods, com- sive problems and sound solutions - by connect- munities, and nation one idea at a time. ing the best ideas with leaders who can transform

“As a former Assistant Attorney General with the U.S. Department of Justice, I know from experience that a Heartland perspective is invaluable. From crime prevention programs to community and economic development, from trade to terrorism and disaster preparedness, the policy decisions facing our local and state officials have far-reaching implications.” DEBORAH DANIELS

7 FOUNDING ERA 2004-2006

Sagamore Institute was born in the dining One of the most important Hudson-to-Saga- room of the United States Senate on February more assets was Les Lenkowsky who succeed- 12, 2004. Dan Coats, then US Ambassador to ed Mitch Daniels as Hudson’s president in the Germany, was hosting Jay Hein for lunch along early 1990s. Among Leskowsky’s most notable with a vice president at Pew Charitable Trusts achievements was establishing a Hudson office named Luis Lugo. Their topic of conversation in Madison, Wisconsin to assist then-Governor was a multi-million dollar grant that Lugo was Tommy Thompson in designing his break-the- planning to award to Hein’s team at Hudson mold welfare reforms. Following his tenure at Institute in part because of its association with Hudson, Lenkowsky became a professor at Indi- Dan and Marsha Coats’ Foundation for Amer- ana University where he taught public policy in ican Renewal. Bloomington and at the Center on Philanthropy As Hein and Lugo walked from the Capi- in Indianapolis. Hein approached Lenkowsky tol to Union Station following lunch, Hein re- with an invitation to serve as a founding mem- ceived a call from Hudson Institute president ber of Sagamore’s board of trustees and to Herb London who announced that after twenty facilitate receipt of the Pew Charitable Trust successful years in Indianapolis, Hudson was grant at the IU Center on Philanthropy since changing its headquarters to Washington, D.C. Sagamore would not have its incorporation Hein and Coats immediately decided that the papers in time for the grant award. Indianapolis think tank franchise needed to This confluence of Hudson Institute’s legacy, be preserved and thus founded Sagamore to the Foundation for American Renewal’s strate- make its inaugural year the de facto 21st year gic partnership and Indiana University’s formal of a national think tank in Indianapolis. Hudson, alliance established Sagamore as a think tank for their part, robustly supported Sagamore’s with national influence and with roots planted development by transferring publishing rights deeply in Indiana soil. Consider the work of of American Outlook and other assets formerly these five senior fellows: >> aligned with Hudson’s heartland identity.

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AMY SHERMAN ALAN DOWD JOHN CLARK Nationally renowned for her “faith factor” As a senior fellow at Sagamore and With a PhD from UC-Berkeley and experience research, Sherman directed the Pew Char- contributing editor of The Ameri- advising the democratic opposition in Poland itable Trusts-sponsored Faith and Service can Legion Magazine, Dowd has and Hungary in the 1980s, Clark served as Technical Assistance Network which be- published hundreds of articles on Hudson’s foreign policy guru throughout the came the premiere source for faith-based national security and foreign policy 1990s. His focus as a member of Sagamore’s community solutions. Her thought lead- in such publications as the Weekly founding team was to explore the nexus of In- ership was also on display as a platform Standard, Jerusalem Post, Finan- diana and the world including projects aimed speaker at national conferences, during cial Times Deutschland, National at better understanding Indiana’s relationship congressional testimony and as author of Review Online, Baltimore Sun and with Mexico and the broader subjects of im- several books and dozens of articles. many more. migration and Indiana’s growing ties to Africa.

REX BOLINGER LENORE EALY A former Indiana principal of the Ealy launched the Conversations in Philanthropy book series in 2004 year, Sagamore recruited Bolinger that is an intellectual descendent of the landmark book by her friend to return to the state from his post Richard Cornuelle. Forty years earlier, Cornuelle published a book at the Princeton, NJ-based Wood- called Reclaiming the American Dream which coined the term “in- row Wilson Foundation to serve as dependent sector” and unleashed a torrent of ideas about the role a senior fellow and founding CEO of private volunteerism and philanthropy to solve social problems. of Herron High School which was The New York City-based Cornuelle tested many of his concepts named the 27th best high school in in Indianapolis alongside his partner John Burkhart making the city American in 2010. both his laboratory and intellectual legacy.

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Mexican Counsel General Sergio Aguilera is welcomed to Indiana by Gov. Mitch Jay Hein and officials from the Zhejiang Academy of Social Sciences sign a research Daniels. agreement in Hangzhou, China. Hein is joined by Columbus, IN, economic develop- ment leader Brooke Tuttle. INDIANA & THE WORLD Globalization has taken away the question of “whether” states In partnership with the Indianapolis Downtown Rotary Club, Sag- should participate in world affairs and replaced it with the ques- amore conducted research on this model in Nairobi and expanded tion of “how.” From trade exports to talent imports, Indiana has its research focus to Liberia following a visit to Sagamore by Liberian aggressively embraced its role on the global stage and Sagamore presidential candidate Ellen Johnson Sirleaf. This research culminat- scholars have helped navigate the terrain. ed in a later project chronicling hundreds of Indi- ASIA. During its inaugural year in 2004, the These ties are ana business, educational and charitable efforts South Korean government established a multi- across sub-Saharan Africa. Over 100 gathered to year fellowship program at Sagamore for mid-ca- beneficial, and hear United States Senator Dick Lugar’s commen- reer officers at the Ministry of Knowledge Econ- they benefit tary on Sagamore’s “Indiana-Africa Connections” omy. In 2006, Indiana Governor Mitch Daniels research project. tasked Sagamore to form a research partnership both sides. MEXICO. Mexico’s Ambassador to the United with the Zhejiang Academy of Social Sciences SERGIO AGUILERA States, Carlos de Icaza visited Sagamore in 2006 (ZASS) to investigate trade opportunities between to discuss the strategic relationship between In- the two states. Sagamore’s collaboration with ZASS is intended to diana and our nation’s southern neighbor. Joining de Icaza at the transition the relationship from cultural exchange to a more robust Sagamore event was then-Mexican Consul to Indiana Sergio Aguil- economic partnership. era, who explained, “Mexico is the second largest trading partner of Sagamore fellow Larry Ingraham served as then-Governor Orr and Indiana, and the opportunities abound for more trade, investments, Lieutenant Governor John Mutz’ staff person in Japan during Indi- and exchanges in areas like agriculture, manufacturing and logistics. ana’s successful effort to build a bridge for Japanese investment in the These ties are significant, and they benefit both sides.” 1980s. Over the next two decades, more than 250 Japanese companies Sagamore fellows Justin Heet and John Clark produced a major began operations in the state employing over 45,000 Hoosiers at a report to underscore the significance of Consul Aguilera’s words. total investment of more than $10 billion. Sagamore produced a case During the year prior to de Icaza’s visit, the total value of imports study on the Japan success story to strengthen planning efforts for and exports between Mexico and Indiana was $5,454,052,554. This Indiana’s China trade strategy. amount is twenty percent larger than merely three years previous, AFRICA. Indiana University established a medical school in demonstrating the vitality of the shared markets. Heet and Clark Eldoret, Kenya in 1988 during the dawn of the African AIDS crisis found that Mexican immigrants contributed more than $200 million and a decade later it was the continent’s greatest hope for fighting annually to the state of Indiana and its counties and they possessed the disease. The key ingredient to that success was the character of a buying power over $4.8 billion. One of the study’s key findings was Indiana’s partnership: it took the best of IU’s talent and resources that immigrants often perform tasks that most American’s don’t want and invested both into African leaders and indigenous solutions. to do (manual labor) or many can’t do (sophisticated technology jobs).

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1. Former Indiana Lt. Governor John Mutz was the Hudson Institute board member chiefly responsible for the Hudson-to-Sagamore transition. He was also the subject of a Sagamore case study of Indiana’s trade relationship with Japan, which he spearheaded in the 1980s. 2. Ellen Johnson Sirleaf delivered remarks to Sagamore in the months prior to her being elected the first woman president in Africa. Following, native Liberian Donald Cassell joined Sagamore as a senior fellow to foster Indiana-Liberia partnerships. 3. Sergio Aguilera (seen here with his wife, Lori Efroymson) was the first Consul General appointed by Mexico to serve in Indiana. He joined Sagamore as a founding board member and an expert contributor to the think tank’s immigration study. 4. Sagamore teamed up with Indianapolis social entrepreneur Joanna Taft to establish Herron High School which soon became one of the highest performing charter schools in the nation. 5. To further trade relations between Indiana and Asia, Sagamore formed the Mayors Roundtable on Global Trade. Mayors perform a critical eco- nomic development function especially in attracting new business to locate in their regions. 6. Indiana Secretary of State Todd Rokita and former Indiana Congressman Lee Hamilton joined Jay Hein in addressing a 2005 Sagamore event on electoral reform. 7. The Bradley Foundation sponsored a fellowship for Don Eberly to produce a book on global civil society at Sagamore. As a result of globalization, power is shifting from vertical state-to-state relations to horizontal citizen-to-citizen initiatives. 8. As part of Sagamore’s founding, Senior Fellow Amy Sherman opened a field office in Charlottesville, Virginia. The Indiana-Virginia bases of operations underscore the think tank’s commitment to heartland impact and national influence.

11 SAGAMORE IN THE NATION’S SERVICE 2006-2009

Deborah Daniels served as president of Sagamore lowed by a half dozen Sagamore board members Institute from 2006-08 and her career epitomizes the eventually serving in the Bush administration. think tank’s vision for local impact and national influ- The Honorable Daniel R. Coats served as U.S. Am- ence. As the U.S. Attorney for the Southern District bassador to Germany from 2001-2005. He currently of Indiana during the President George H.W. Bush represents the people of Indiana as a member of the administration, Daniels helped pioneer the Weed and U.S. Senate. Seed program in Indianapolis integrating law enforce- James T. Morris served as the Executive Director of ment, community policing, violence prevention and the United Nations World Food Program, the world’s neighborhood restoration efforts. The success led to largest food aid organization, from 2002-07. He is her being named the first Director of the Executive presently President of Pacers Sports and Entertain- Office of Weed and Seed at the U.S. Department of ment. Justice in 1992-93. Dr. Leslie Lenkowsky was chief executive officer of Daniels returned to Indianapolis in the mid-1990s the Corporation for National and Community Service to lead the Greater Indianapolis Progress Committee from 2001-04 serving under the leadership of CNCS which bolstered economic development and neigh- chair Stephen Goldsmith. Lenkowsky is now a faculty borhood revitalization during the national pace-set- member at Indiana University. ting administration of Indianapolis mayor Stephen Dr. Carol D’Amico served as Assistant Secretary Goldsmith. Goldsmith hosted then-Texas Governor for Vocational and Adult Education at the U.S. De- George W. Bush in Indianapolis for his presidential partment of Education from 2001-03. She is currently campaign’s first policy speech in 1999 which was fol- senior vice president at USA Funds. >>

12 DAN R. COATS DEBORAH DANIELS JAY F. HEIN DR. CAROL D’AMICO

Deborah Daniels was invited back to produce a book called The Rise of Global the Justice Department in 2001, this time Civil Society, named by the U.S. Chamber of to serve as Assistant Attorney General with Commerce as one of its top ten books “That oversight over the Department’s Office of Drive the Debate” in 2008. Eberly then put Justice Programs. She returned to Indiana the book’s ideas into action as a senior of- in 2005 and accepted an invitation from ficial tasked with building civil society in Sagamore’s board of trustees to serve as Afghanistan. think tank president in 2006 when found- Ryan Streeter served on Hein’s team at JAMES T. MORRIS DON EBERLY ing president Jay Hein was invited by Pres- Hudson Institute where he and Eberly ident Bush to serve in the White House. co-authored a book on the voluntary sec- In addition to the Sagamore board mem- tor. Streeter was first assigned to a post at bers who served the President before re- the U.S. Department of Housing and Urban turning to Indiana, two senior fellows also Development before becoming Special As- were named to senior positions in the Bush sistant to the President and a member of administration. the White House Domestic Policy Coun- Don Eberly served in both the White cil. Following his federal service, Streeter House and State Department. Based on helped launch a think tank in London be- RYAN STREETER DR. LESLIE LENKOWSKY this experience, the Bradley Foundation fore returning to Indianapolis as director of awarded him a fellowship at Sagamore to economic studies at Sagamore. THE QUIET REVOLUTION George W. Bush’s faith-based initiative Don Eberly and Ryan Streeter to help launch his arm around their shoulder, and say “When was planted in rich Indiana soil. Early mo- his compassion agenda through the Corpo- you serve a neighbor in need, you’re serving mentum was built by United States Senator ration for National Service and faith-based your nation. And I’m here to say ‘Thank you.’” Dan Coats’ Project for American Renewal initiative. Jay Hein was invited to lead the When Amazon launched their faith-based promoting charitable tax credits, restor- faith-based initiative during the Bush admin- publishing company in 2013 called Waterfall ative justice and other effective compassion istration’s second term. Press, they invited Hein to tell these stories strategies. Next was Indianapolis mayor Steve From his office in the White House, Hein in Waterfall’s first major book. He chose the Goldsmith’s Front Porch Alliance, a civic looked past congress and instead focused on title The Quiet Revolution because the work switchboard empowering faith-based char- the nation’s governors and grassroots leaders of serving neighbors in need is often done in ities to improve their neighborhoods. Texas to fulfill the faith-based initiative’s promise. obscurity. Yet, these countless acts of self- Governor Bush used the Front Port Alliance This vision favored problem-solving over less service amount to hundreds of billions of as the setting for his first presidential cam- press coverage and results over rhetoric. It dollars in charitable giving each year resulting paign policy speech in 1999 rallying America’s also fit the model born a decade earlier in In- in transformed lives and revitalized commu- armies of compassion. diana that gave emphasis to private efforts— nities. Readers will see this revolution unfold Following his 2000 election, the new pres- volunteers, philanthropy, charities—serving from America’s prisons to Africa’s dusty vil- ident turned to Goldsmith as well as future in the public interest. President Bush would lage roads and from the White House to the Sagamore team members Les Lenkowsky, often visit these community healers, drape Supreme Court and more.

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Jay Hein briefing President Bush before delivering The Quiet Revolution report to the nation’s governors. Sagamore reaches deep in society through its participatory re- Hein produced a white paper for the company’s foundation that search model. Our fellows do not sit in an ivory tower but rather demonstrated that nonprofits are at the heart of small business by get their hands dirty working alongside policymakers and city-lev- creating one in ten jobs in the American economy. Hein delivered a el innovators trying to make keynote address on these points the world a better place. While at the inaugural Weekend in the projects are often local, the Boca in 2008 and he’s shaped locales stretch from our head- SAGAMORE’S the agenda for each subsequent quarters city of Indianapolis to conference. over a dozen states and mul- Beyond the annual event, tiple nations. This is a result of NATIONAL Sagamore designed a series of what we refer to as a distributed “Community Conversations” network of scholars. to extend the Weekend in Boca With a bias for action, we also themes in such places as Atlan- have a passion for teaching and ta, Detroit, Washington, D.C., a responsibility to exercise our Indianapolis, Boston and Char- inf luence for a greater good. VOICE lotte. This regional focus enabled Sagamore fulfills this role through a series of events, publications wider participation and shifted the focus to on-the-ground solu- and media strategies enabling its voice to be heard by elite decision tions befitting Sagamore’s “ideas into action” methodologies. makers as well as everyday citizens. From the National Press Club Sagamore’s primary contribution to the national conversation is to London’s Westminster and from the op-ed pages to C-SPAN, Sag- quarterly publication of its journal, American Outlook. Sagamore amore’s team members are making their voices heard. scholars and our network of leaders contribute timely articles and One notable example is Sagamore’s partnership with Indiana penetrating analysis on a wide range of subjects. In the informa- Wesleyan University to conduct a series of National Conversations tion age, there is perhaps too much information and not enough on the great issues of our day. The goal is to create an irenic dialogue discernment and wisdom. American Outlook seeks to remedy that in place of us-versus-them debates that dominate today’s discourse. problem by digging deep into the issues, giving context and offer- It is not about smoothing over differences but rather illuminating ing solutions blending first principles and innovation. them in the context of civility and respect to reach a deeper under- The voices heard in past editions include the likes of Laura Bush, standing of the challenges and a clearer line of sight to solutions. General Electric CEO Jeffrey Immelt, U.S. Senator Dick Luger, Tony Another strategic partnership Sagamore formed to widen its reach Dungy, former U.S. Education Secretary William J. Bennett, re- is the annual Weekend in Boca conference aimed at strengthening nowned historian David McCullough, Donald Rumsfeld, Arthur America’s nonprofit sector. Office Depot is a Fortune 200 company Brooks and many other Sagamore fellows. whose longtime slogan is “Taking Care of Business.” Sagamore’s Jay

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1. Ryan Streeter directed economic studies at Sagamore including an Aspiration Agenda research project aimed at creating the Midwest as a place that people, investors and entrepreneurs find attractive. He also conducted a comprehensive review of Indiana Gov. Mitch Daniels reforms. 2. Bradley Foundation officials Daniel Schmidt and Michael Hartmann join Indiana Gov. Mitch Daniels (a former Bradley board member) in conversation following Sagamore’s Working Group on Fiscal Policy. 3. Former US Secretary of Education William J. Bennett established a project at Sagamore to promote his history book series and the advancement of civic education. 4. Sagamore formed a federally-funded research partnership with Recycle Force, a national model training former prisoners to recycle computer equipment. Sagamore’s crime prevention team also contributed new strategies to reductions in firearms and meth production. 5. Sagamore and Indiana Wesleyan University collaborated to host a series of National Conversations in Indianapolis (health care), Washington, D.C. (education) and London (economy). 6. Sagamore awarded its inaugural Celebrating Ideas Award to the Navajo Code Talkers for their role in helping win World War II. Peter MacDonald is shown here accepting the award at Sagamore’s gala. 7. U.S. Ambassador to Germany Dan Coats took up his post just a few days before 9/11. Following the attack, he addressed thousands at the Bran- denburg Gate in Berlin where the German people pledged their solidarity. 8. Sagamore fellow Don Eberly accepted a State Department assignment to strengthen civil society in Afghanistan following military operations. He is seen here with tribal leaders. 9. Sagamore produced a case study of the Estridge Company’s innovative Near Eastside Indianapolis community development strategy nationally recognized as part of the Extreme Makeover: Home Edition television series.

15 DEEPENING ROOTS, EXTENDING INFLUENCE 2010-2014

When Super Bowl XLVI was held in downtown Indianapolis in February 2012, the world was introduced to a thirty-year strategy to build a city’s economy and revitalize its distressed neighborhoods through sports. Sagamore conducted original research, co-produced a docu- mentary and published a special edition of American Outlook to reveal Indianap- olis’ special formula for civic renewal. >>

16 th 10 ANNIVERSARY REPORT

America’s Founding Fathers intended for honored to host Thompson and U.K. Secre- citizens, not the state, to be at the center of tary of State for Work and Pensions Iain Dun- problem solving. No place fulfills that prom- can Smith for a discussion on how Britain is ise more vibrantly than Indianapolis which replicating the Wisconsin model. The event makes it an ideal environment for a think was held at the National Press Club on Sep- tank. That said, the priority of citizen-centered tember 17, 2013 and it signals how state-lev- solutions and essential el innovation can change nature of a free society the world. does not mean there is To honor the centen- no place for government. nial of Ronald Reagan’s A STATE OF Rather, the state should birth, Sagamore co-host- be limited and competent ed two events—one at his DEFENSE and that is exactly what alma mater, Eureka Col- Indiana has enjoyed un- lege, and the other at his What do national security and econom- der the impressive leader- ranch in California—and ic development have to do with each oth- ship of Governors Mitch published a cover story er? In the era of defense spending cuts Daniels and Mike Pence. in American Outlook and escalating international conflicts, how Sagamore senior fellow depicting the influence can training and equipment be higher Ryan Streeter received of Reagan’s heartland tech, lower cost and more speedily deliv- support from the Bradley youth on his presidential ered? And what could a Midwestern state Foundation to document In 2011 , Sagamore published a special edition leadership. Sagamore contribute to these questions? of American Outlook, highlighting Indianapo- “The Indiana Story,” a lis’ approach to civic renewal. will sustain a periodic se- Sagamore supplies answers to each of series of briefs on more ries of these same events these questions through its “State of De- than a dozen of Daniels’ government reforms. under the banner, “Prairie & Ranch.” fense” initiative with the tripartite mission Streeter was then invited to serve as senior On the global stage, Sagamore researchers of delivering thought leadership on nation- policy director for Gov. Mike Pence to assist eschew abstract or ideological debate and in- al security in the 21st century, advancing the new administration in furthering these stead bring forth innovative solutions. Jay private sector solutions to the military reforms and advancing an entrepreneurial Hein has been invited to build a think tank and growing Indiana’s economy as a result. culture across the state. in Rwanda promoting enterprise solutions Consider the following activities: Sagamore has an affinity for governors: in to poverty. Called ISOKO, which means Nat’l Ctr. for Complex Operations contrast to the political dysfunction in Wash- “marketplace,” the think tank will conduct Led by former Pentagon official and ington, D.C., reform-minded governors think research, supply policy counsel to African Sagamore fellow Mathew Konkler, the big and act boldly. Jay Hein experienced this heads of state and help private businesses NCCO provides new strategies for Spe- reward as a welfare policy aide to former Wis- incubate and grow across East Africa. cial Operations in training and equipment; consin Governor Thompson and was thus for military, homeland security and agricul- tural customers interested in unmanned systems; and for multiple partners in cyber systems. AStateofDefense.com This website has become the one-stop shop for understanding Indiana’s defense industry and its economic impact. Mid America Defense Conference Held annually, this conference assem- bles leading edge thinkers with officials from government, military and commerce to better understand the landscape and to Rwandan President Paul Kagame meeting with ISOKO think tank leaders (from left to right) Dale Dawson, Jay build new partnerships. Hein and Michael Fairbanks in New York City.

17 SAGAMORE INSTITUTE

How a Think Tank Reforms Education Indiana is at the epicenter of educa- K-12 education budget); donors to the tion reform in the United States. The program qualify for a 50% state tax cred- 2013 state legislative session produced INNOVATIVE IDEAS. it in addition to their normal federal tax the boldest set of reforms in over two REAL RESULTS. deduction for the amount of their full decades. The big ideas contained within donation; and Sagamore awards scholar- these reforms seek to enhance classroom learning by infusing inno- ships to eligible students. vation and accountability. Hoosier parents now have unprecedent- In its first two years of operation, Sagamore awarded $2.8 million ed options to deliver their children to a school of their choosing. in scholarships to over 1,500 students who attended more than 100 Sagamore associate fellow Robert Enlow has been among the different schools all across Indiana such as: most inf luential voices in fueling Indiana’s reform agenda. From Independence Academy of Indiana: the only private school his perch at the foundation established by Milton and Rose Fried- in the Great Lakes Region dedicated to the education and social de- man, Enlow has generated a steady supply of intellectual stimulus velopment of children with autism and Asperger’s Syndrome. for policymakers. The Oaks Academy: located in urban Indianapolis, over 70% of Yet, good policy is necessary but not sufficient. Good practice must those enrolled qualify for federal or state assistance yet the school follow and innovation comes from the bottom up not the top down. regularly achieves top tier results in standardized testing. Such was the case when a group of neighbors from the Herron-Mor- Trinity School at Greenlawn: the only Indiana school – public ton area of downtown Indianapolis began dreaming about trans- or private – to be awarded the U.S. Department of Education’s Blue forming their neighborhood by starting a charter high school that Ribbon Award for Excellence in Education four times. would provide a classical liberal arts college preparatory education to local students, many of whom were low-income. To make this possible, they needed a nationally recognized, high- ly credential school CEO with proven experience leading excellent schools. Enter Sagmore. Herron’s founder Joanna Taft recruited Sag- PROGRAM amore senior fellow Rex Bolinger to serve as the founding school leader. Formerly Indiana Principal of the Year, Bolinger fully uti- lized the charter school governing f lexibility to recruit a highly tal- STATS ented team of educators and administrators such as his replacement, Janet McNeal. FAMILIES: National philanthropy such as the Walton Foundation invested $1,759.63 = Average scholarship amount in the Herron model, which placed 40% of its students in Advanced 1,059 students = Total number of recipients Placement courses (compared to the 25% state average) by its third $41,648 = Average income of recipients year of operation. Newsweek magazine ranked Herron as one of the 5 = Avg. Household size of scholarship recipients best high schools in America. For the years 2012-2013 Since there are too few public schools of Herron’s quality, state DONORS: legislators created the Indiana School Tax Credit Program to assist 76 corporate and 660 individual donors families whose financial constraints prevent them from gaining 15% gave a gift of more than $10,000 access to high performing schools. The program is administered by 44% gave a gift of more than $1,000 Scholarship Granting Organizations (SGO’s), which are responsible 41% gave a gift of less than $1,000 for collecting donations and awarding scholarships. Sagamore be- 5/1/2011 to 11/23/2013 came an SGO in 2011 to serve children who deserve the best educa- tion available to them, the private schools who deliver great public INDIANA SCHOOLS: benefit and the donors who desire for their philanthropy to close the 326 Accredited non-public schools in Indiana achievement gap. 58 Number of schools participating with SEC The tax credit program works like this: the state places $7.5 million As of 11/23/2013 worth of tax credits in a fund (note: this equals 0.001% of the state’s

18 1 2 3

4 5 6

7 8 9

1. General Electric CEO Jeffrey Immelt was among the contributors to the American Outlook cover story honoring the centennial of Ronald Reagan’s birth. Related, Sagamore co-hosted two events—one at his alma mater, Eureka College, and the other at his ranch in California—depicting the influence of Reagan’s heartland youth on his presidential leadership. 2. Baylor University president Ken Starr delivered remarks on the U.S. Constitution at The Levey Mansion. 3. Sagamore hosted a conversation on transatlantic welfare reform featuring former Wisconsin Governor Tommy Thompson and British welfare chief Iain Duncan Smith at the National Press Club. 4 & 5. Sagamore hosted two distinguished Liberians at Sagamore: Ambassador to the United States William Bull and Nobel Peace Prize laureate Leymah Gbowee. 6. Former State Department official Jean Geran joined Sagamore in 2013 to launch a research portfolio aimed at the care and protection of vulnerable chil- dren in the developing world. Her particular emphasis will be a technology solution that creates a confidential identity package for orphaned and abandoned children to help them access education and employment. 7. Sagamore is home to the National Center for Complex Operations which seeks to enhance national security through low cost and high technology solutions for the military and homeland security partners. 8. Former Teach for America vice president Nicole Baker Fulgham has launched The Expectations Project to help close the education gap. The project is being launched in Indianapolis with Sagamore as a strategic partner. 9. John Miller addressed the inaugural President’s Club luncheon at Sagamore on his new book explaining how President Teddy Roosevelt saved the game of football. The event was part of Sagamore’s event series leading up to Indianapolis hosting the Super Bowl.

19 SAGAMORE INSTITUTE

SAGAMORE INSTITUTE STAFF

INDIANAPOLIS HEADQUARTERS CHARLOTTESVILLE FIELD OFFICE JAY HEIN CINDY SCHWEFEL BEVERLY SADDLER AMY SHERMAN President Business Manager Asst. to the President Director MICHAEL LINDELL WESLEY CATE JONATHAN HAAG KRISTEN OWEN Chief Operating Officer Research Fellow Communications Specialist Research Assistant C.E. CROUSE LAUREL CHRISTENSEN JAMIE GOODWIN Chief Financial Officer Research Fellow Development Associate

SAGAMORE INTERN INTERNS AT SAGAMORE ALEXANDRA COCHRANE

Alexandra Cochrane is an Indianapolis native and graduate of Brebeuf Jesuit Preparatory School. She graduated from the College of William and Mary in Wil- liamsburg, Virginia with a double major in Economics and International Relations with a Chinese language concentration. During the summer of 2006, Alexandra served as a Sagamore intern where her Jumoke Adegbamigbe, U. of Indianapolis Jarrod Lowery, Indiana University interest in China was piqued by Saga- Tierney Beck, Indiana University Erica Mail, Duke University more’s recently concluded collaboration Levi Boxell, Covenant Christian H.S. Yasunori Masunaga, University of Illinois with the Zhejiang Academy of Social Scott Brody, Purdue University Andrew May, Indiana University Science (ZASS) of Zhejiang, China. This Kate Camara, Taylor University Sarah McMains, University of Indianapolis experience inspired Alexandra to spend Wesley Cate, University of Indianapolis Emmanuel Mendez, Anderson University the Fall 2008 semester studying at Pe- Jordan Clark, Anderson University Justin Ogden, Indiana University king University, one of China’s premier Cassie Croslow, Anderson University Olutope Omosegbon, IUPUI universities. Combining the knowledge Katherine Culver, Princeton University Daniel Owen, Marian University acquired by her Sagamore and Peking Ben Deitch, Purdue University Brian Platt, University of Indianapolis University studies, Alexandra was award- Derek Freds, University of Indianapolis David Pulliam, Taylor University ed a research grant from William and Jonathan Freije, Indiana Wesleyan Univ. Mackenzie Scholte, Anderson University Mary to study the economic and cultural Brent Glass, Eureka College Erin Sheek, DePauw University relationships between Zhejiang’s capital Jonathan Haag, Grace College Matthew Daniel Showalter, Indiana Univ. city of Hangzhou and its sister cities in Jaskaran Heir, University of Pennsylvania Bryan Stephens, Indiana University the United States: Indianapolis and Bos- David Christian Hines, Indiana University Chandler Swan, Indiana University ton. Her research grant activities will be Cameron Johnstone, Harvard College Katelyn Testerman, Heritage Christian H.S. conducted in concert with Sagamore’s Justin M. Lane, Anderson University Timothy Thong, Singapore continuing economic development proj- Thomas Leonard, Indiana University Patrick Zeigler, Michigan State University ects aimed at strengthening connections Katie Loudin, Indiana University Jess Zimmerman, University of Illinois between Indiana and Zhejiang.

20 th 10 ANNIVERSARY REPORT

Senior Fellows

REX BOLINGER JOANNA M. BROWN DONALD CASSELL ROLAND COLE

HARLAN DAY ALAN W. DOWD NICOLE BAKER JEAN GERAN FULGHAM

JUSTIN HEET BRIAN HUDSON BYRON JOHNSON MATTHEW KONKLER

JERRY PATTENGALE GINA SHEETS AMY SHERMAN KRISTA SISTERHEN

J.C. STEGER RYAN STREETER JOHN E. WATERS CHIP WEIANT

21 SAGAMORE INSTITUTE

CLIENTS ACTING ON OUR IDEAS

United States Government TOTAL State Governments: REVENUE Indiana, Florida, Ohio, Arkansas, Wisconsin 2004-2013 International Governments: United Kingdom, Rwanda, South Korea, Rwanda, Kenya, Liberia

FOUNDATIONS FOUNDATIONS: $7,010,722 INVESTING IN SCHOLARSHIPS: $5,013,628 OUR IDEAS RESEARCH CONTRACTS: $2,297,243

Annie E. Casey Foundation COMPANIES: $2,838,564 Foundation for American INDIVIDUALS: $1,059,315 Renewal TOTAL: $18,219,473 Lilly Endowment Lynde and Harry Bradley Foundation ing one of the nation’s leading firms serv- The Pew Charitable Trusts ing the nonprofit community. Prior to his work at Capin & Crouse, C.E. UNIVERSITY served in the United States Army, mak- COLLABORATIONS ing his leadership at Sagamore a return to public service. He is also chairman of the Asbury University Board of Trustees Baylor University located in his native home of Wilmore, Carnegie Mellon University C.E. CROUSE Kentucky. He received his degree in Ac- counting from the University of Ken- Georgetown University C.F.O. tucky. Indiana University C.E. Crouse joined Sagamore as Chief “C.E. has served at the top of his pro- Indiana Wesleyan University Financial Officer in 2012 upon his retire- fession for decades,” said Jay Hein. “His ment from the accounting and audit firm expertise in board governance combined Purdue University he co-founded in 1972. From its original with his accounting strengths have been University of Notre Dame headquarters in Greenwood, Indiana, invaluable tools in designing a new fi- University of Virginia Capin & Crouse has opened offices in Los nancial operations system at Sagamore. Angeles, Colorado Springs, Atlanta, New We’ll be building on the foundation C.E York and multiple other cities in becom- established for years to come.”

22 th 10 ANNIVERSARY REPORT

RESEARCH CONTRACTS THE FOLLOWING AGENCIES HIRED SAGAMORE INSTITUTE FOR RESEARCH AND CONSULTING SERVICES SINCE 2004:

Acton Institute Indiana University - Kokomo American Council on Germany Indiana Wesleyan University American Inst. for Full Employment Institute for Law & Justice Association of Public Policy IUPUI International Partnerships Ball State University Jobs for Life Campus Crusade for Christ Lawrence County Carnegie Mellon University Leadership Foundation of America Cass County Logansport-Cass County EDC Chalmers Center for Economic Development Macro International, Inc. Christian Community Development Association Mariners Church Christianity Today Marion County Commission on Youth, Inc. City of Hilliard Mathematica Policy Research City of Muncie Memphis Leadership Foundation, Inc. Civil Society Project Mission Increase Foundation Community Corrections NE Indiana Defense Industry AS Community Solutions Nicholson Foundation Compassion Coalition Ohio Governor’s Office Connect Mexico Peace Learning Center Cornerstone Environmental Praxis Council for Economic Education Purdue University Defense Research Associates, Inc. Redeemer Presbyterian Church Delaware County Shepherd Community Educational Services, Inc. South Korean Government Fuller Theological Seminary State of Indiana FSSA General Dynamics StreetSchool Network, Inc. Greater Indianapolis Progress Committee Team HOPE Hamilton County Trevecca Nazarene University Herron High School Urban Youth Workers Institute Huntington County United Econ. Development U.S. Department of Health and Human Services Indiana Economic Development Corporation U.S. Department of Justice Indiana Housing and Cmty. Development Assoc. Virginia Commonwealth University Indiana Neighborhood Partnerships Volunteer Florida Foundation Indiana Office of Defense Development Women Doing Well Indiana Private Industry Council WORLD Magazine Indiana State Department of Agriculture Youth Partners Net Indiana University

23 SAGAMORE INSTITUTE SUPPORTERS

CHAIRMAN’S CIRCLE $1 million+

Lynde and Harry Bradley Foundation Lilly Endowment, Inc. Pew Charitable Trusts

LEVEY MANSION SOCIETY $100,000+

Central Indiana Comm. Fnd. Efroymson Family Fund Lumina Foundation Charles Stewart Mott Fnd. Estridge Family Foundation Maclellan Foundation, Inc. Criminal Justice Institute Foundation for American Renewal One America Corp. George Edward Durell Foundation Kern Family Foundation, Inc. Storehouse Charitable Fund

PRESIDENT’S CIRCLE $10,000+

Achelis Bodman Foundation Indiana Chamber of Commerce Office Depot Foundation Annie E. Casey Foundation Foundation Patty Hefner Revocable Trust Anonymous Ingraham & Associates Rotary Indianapolis Atlas Economic Research Fnd. Jackson Healthcare LLC Jerry Semler & Semler Family Barnes & Thornburg LLP Jaegar-Unitek Foundation Better Business Bureau Johnson-Melloh, Inc Michael Smith Andrew Burdsall Kaiser Group, Inc. R. David Smitson Anthony Burdsall April Kaplan The Indianapolis Foundation Colleen Copple M.A. Rooney Foundation URS Federal Services, Inc. DeHaan Foundation MacAllister Machinery Vine & Branches Duke Energy Scott Mallory Wilson Family Foundation Fairbanks Foundation, Inc. Mary E. Ober Foundation P. Doug Wilson Gaylor Electric John H. Maidlow WorkForce, Inc. Greater Indianapolis Chamber Morgan Keegan Company Inc. Otto Wuethrich of Commerce Nagakura Helmer Inc. Nakatsuji David Helmer National City Bank

24 th 10 ANNIVERSARY REPORT Founding Members THE FOLLOWING INDIVIDUALS MADE A CONTRIBUTION TO SAGAMORE INSTITUTE IN THE 2004-2005 INAUGURAL YEAR:

Sergio Aguilera & James Freeman Brian Payne Lori Efroymson Dorothy Gerner Richard & Sally Pedersen Michael Alley Mark Gramelspacher Phillip Peters Sarah Archer Robert Griffin Beverley Pitts C. Patrick Babcock Rich Harcourt Charles Preston Whitney Ball Susan Harmless Nancy Prosser Evart & Caroline Beck Pat Hasselblad Robert & Barbara Puckett Betsy Bikoff R. Ray Hawkins Russell Pulliam Larry Boyle Jay and Mary Jo Hein James Reardon John Brandon Gerald Hinzman Lloyd Roach Candace Brandt Mark Hoover Richard Roethke Paul Brooks Jason Hutchens Barbara Rush Lorene Burkhart Joanne Joyce John Schneider Reid Carpenter Eleanor Kassebaum Holly Schrank Alex Chaufen Alan Kimbell Todd Sears John & Janette Clark James Landaker Amy Sherman Nancy Clifton-Cripe Donald Laskowski Larry Smith Daniel & Marsha Coats Thomas Latondress Stephen Stitle Roland Cole Leslie Lenkowsky Dene & Betty Stratton Dean Cowles Todd Lugar Joanna Taft Caterina Cregor Blitzer Christopher MacAllister L. Gene Tanner Darwin & Nicoline Dahlgren P. E. MacAllister Terry Tucker Edward Delaney Charlie McDonald Brooke Tuttle Monica Dill Liza McFadden Pam Velo Joseph Dolan Marjorie Meyer Richard West Steven & Lenore Ealy Joseph Miller Jr. David Wills Ron & Susan Ferrari James & Carol Mutter P. Douglas & Jane Wilson John Fisher Douglas Nelson Patricia Woehrer

25 SAGAMORE INSTITUTE

SAGAMORE CIRCLE $1000+

R. Gregory Albers Ron & Susan Ferrari David Karnes Radius Indiana Inc. Gary Allen Fidelity Charitable Gift Alan Kimbell Red Gold Michael Alley Fund Ted Kramer William Reno American Endowment First Baptist Church of Krieg DeVault LLP Kathleen Reno Foundation Hammond Andre Lacy Michael Robbins American Environmental James Fischer Jeffry Lance Colson Craig Roeder Devin Anderson Donald Fisher Donald Laskowski Chip Roth Duane Banet Thomas Flynn Thomas Latondress Sankyu Judy Barnes Forever Kids Jeff Lefew Karen Scales Base 2 Incorporated Forum Advisory Board Douglas Leman Donald Schultheis Richard Belcher Mark Fritz Les Lenkowsky Michael Sears Michael Berend Brian Furrer Terrence Lyons Evangelical Seminary Bishop Noll Institute Global Crossroads Fnd. Kurt Mahrdt Paul Seppel Bitwise Grace Baptist Church Jerry Martin David Eric Sexauer Bowyer Family Fnd. Robert Griffin Michael Maurer Ted Sherfick Gary Brazel Scott Thomas Guenthner Jeffrey McClintic Amy Sherman Glenn Brazel Wayne Halpern David McDowell Jeff Singletary Bryan Brenner Hands on Learning John McLimore Douglas Smith Briarwood Pres. Church Harmony School Lisa Melloh Katherine Smith Brightpoint Timothy Harris Tracy Mitchell Eric Smith David Brokaw Headsight Inc. Dayton Molendorp Smolen Living Trust Paul Brooks Jay & Mary Jo Hein Morales Group Steven & Kathryn Taylor Cambridge Capital Mgmt. Mark Hieb James T. Morris Charitable Trust William Campbell Hill Country James & Carol Mutter SunTrust Banks, Inc. T. Roger Carter Hillenbrand, Inc. John Mutz William & Barbara Tait Central Supply Company Peter Ho David Nakata John Tatom William Chapman Hoosier Christian Fnd. Robert Nance Mark Templeton Floyd Coates Allan Hubbard National Association of The Trust Company of Daniel & Marsha Coats Kathryn Hubbard Home Builders Oxford College Park Church, Inc. Max Hudspeth National Oil & Gas Jeffrey Thomasson Jeffrey Cooper James Hurst National Philanthropic Carolyn Thompson Earl Craig Incommon Community Trust Thrush-Thompson Fnd. Cripe Charitable Fnd. Development Oakdale Neighbors Glenn Turner CSR, Inc. Indiana Assoc. of United Rob New Unified Group Service Thomas Curran Ways Nicholas H. Noyes United Way of Central Carol D’Amico Indiana Builders Assoc. Memorial Foundation Indiana Deborah Daniels Indiana Commission on Sean O’Connor Brian Upchurch Michael & Rose DeCaro Hispanic/Latino Affairs Stephen O’Neil Clement Wang Edward Delledonne Indiana Farm Bureau Ontario Corporation Fnd. Richard Waterfield John Dickey Indiana State University Fred Ost John Waters Diocese of Gary Franklin Jackson Osterland Revocable Trust Joseph Wendel Diocese of Lafayette Ethan Jackson Oxford Financial Group Richard West Christopher Doehring Blake Jackson Antony Page Craig Westrick Donor’s Trust Kyle Jackson Donald Palmer Stephen Weyreter David Douglass Wessley Jackson William Parks Wheeler Mission Betsy Dustman Lacy Johnson Bruce Peters Ministries Steve & Lenore Ealy JRC Integrated Systems, Charles Petersen Joseph Whitsett Gregory Enas Inc. Nancy Phillips Jeffrey Wilcox Eric Rasmusen Doral Juvenile Beverley Pitts Doug Wilson Escalade Frank Kafoure David Porter Jean Wojtowicz Esco Communications Kaleo Columbus F. Richard Preuss John Zwerneman Rose Estes Kaleo Indianapolis Bruce Pulliam

26 th 10 ANNIVERSARY REPORT

AMERICAN OUTLOOK SOCIETY <$1,000

Carl Ackermann Steve Bowser Trent Cowles Mary Ann Feller Reed Adams William Bowser Terry Coyle First Baptist Concord Wayne Adams Jeff Boxell CPM Construction John Fisher Heather Akou Arthur Bradley Kate Cramer Flexpac Michael Aldering Douglas Braly Andrea Cranfill Kevin Flynn Colin Allen Steven Braun Newton Crenshaw John Ford D.J. Almquist Dana Bredemeyer Donald Cressy Russell Fortune Eric Altherr Dan Brewer Cripe Architects Foundation for Lutheran Richard Alvis Joshua Brown Engineering Child & Family Robert Andersen James Bucher John Crisp Russell Fowler Drew Anderson Tim Bucher Fred Crowe Franklin College Stefan Anderson Lorene Burkhart Stephen Crowe Jeffrey Freeman Richard Antes Stephen Busk Shirley Curtis Neal Freeman Sarah Archer Butler University Ryan Dabelow Lawrence Freiburger David Arnold Anthony Byers Darwin Dahlgren Richard Freije Carl Atwell Michael Byers Dana Mannix Gymnastics Christopher French Mark Awastl CA Foundation Darrell Davidson Edward Fry Terrence Ayers James Cain Richard Davis Donald Furrer Paul Ayers James Callaghan Edward Delaney Joanie Fuson Patrick Babcock James Callahan Stephen DePalma Audrey Garvick-Lewis Bernard Baca David Canal David Dersch Malcolm Gately Steven Baertschi Michael Cardwell C&T Designs Dave Gatman Bahler Farms Richard Carr Samuel DeSollar Philip Genetos Jason Bakemeyer Adrian Carter DeWitt & Shrader Michael Geoffrion Christine Balzer Donald Cassell Dan Dierlam Mark Gerber Dennis Barrett Brian Chapman Lisa Dimond Henry Gerner Barrington Investment Co. David Chapman Thomas Dinwiddie Dorothy Gerner Bradley Baumgartner Charlottesville Abundant Aaron Dixon Global Cons. Services, LLC Stephen Beard Life Bettye Dobkins Edward Golumbeck Brian Beato Richard Chegar Donald Doles Jesse Goodman Evart Beck Trust Childers Gene Doles David Gosman Caroline Beebe Chorus, Inc. William Drew Eric Gosman Mark Beebe Robert Chreist Charles Dunlap Darrell Gossett Robert Beebe Christian Academy Frank Eberle Gradex Dana Bement Madison David Eddleman Gramelspacher Fnd. Gary Benedix John & Janette Clark Jackie Eddleman Jim Grandorf Robert Benjamin Nancy Clifton-Cripe George Elmes Luke Granholm Donald Bennett Sam Cochran Elmwood Funeral Home Carolyn Gray Daniel Berg James Cochrane Daniel Elsener Kevin Green Matthew Berg Michelle Cole Robert Elson Larry Greer Big Brown Dog Inc. Roland Cole Nathan Enas Grin Dentistry Chris Bittinger Columbus Area Chamber Murvin Enders Nathan Gross Alpha Blackburn Joseph Colvin W.A. Ensign Hylant Group Bloomington Cooperative Improvement Association Chris Enstrom George Gryszowka Services Comprehensive Financial Kent Erb Esen Gurtunca Larry Boehning Katherine Connelly Ermco Philip Gutwein William Bolger Luke Conway Ulf Ester-Bode Nathaniel Gutwein Victor Bongard III Frederick Corban Gary Everling Elizabeth Gwynn Gary Boram James Cotterill Shannon Everly Steven Martin Corey Bordenkecher Brian Couch Thomas Ewbank John Hagerman Margaret Boswell Council of International Nick Feichter Elizabeth Hamilton Robert Bowen Children’s Ministry Joe Feller Donald Hamm

27 SAGAMORE INSTITUTE

AMERICAN OUTLOOK SOCIETY (CONT’D) Kris Hammond Ivy Tech Foundation Steve Link James Morton Laura Haneline Daniel Jaffee Brenda Linn Timothy Murphy David Hanson Tracy James Charles Loeser Robert Murphy Hanson Foundation Henry Janzen Mark Lubbers Navajo Nation Patti Harlow Stephen Jenkins Robert Luce National Association of Rhonda Harris Jerry Jesseph Lummi Indian Business Social Workers Walter Harry Robert Jochum Council National Defense Andrew Hart Michael Johnson Marcia Lustig Industrial Association Brent Hartman Richard Jones Debra Lutes Nativity of Our Savior William Hasbrook K.R. Brokerage Jeanne Luttrull Nativity Parish Pat Hasselblad James Kaiser Chad Lynn James Navis Ray Hawkins Paul Kane John Lyon William Neale James Haworth Miles Kanne John Mead Adam Nevins David Hays Eleanor Kassebaum Charles MacDonald Ryan Newton HCC Indiana Inc. James Kaufman Robert MacGill Gregory Nichols Justin Heet Jim Keenan Madison Metals Inc. Walter Niemczura Roger Heimer Eddie Keever Leah Mannwelier Cindy Noe Georgi Henderson Kevin Kellems Jeffrey Mansfield Notre Dame Donor Curtis Henry W.K. Kellogg Foundation Daniel Marias Mark Novotny Mike Henry Lawrence Kennedy Jane Marshall Harry Nowicki Thomas Hensel John Kennedy John Marske Barbara O’Block Daniel Herbster Alexander Kerr Michael Mathews Michael O’Neal Eleanor Hesler Robert Kersey Michele Mattoon William Oliver Richard Higgins Scott Kiesel Jack Mauzy Omni Severin Hotel Max Hinkle Kil Architecture William Mays Carol Ornee Scott Hirschman Jody King James McClure Our Lady of Grace Curtis Hoagland Kingdom Advisors William McColly Outreach, Inc. John Hoefle KMH Systems R.J. McConnell Chin-Sook Pak Layne Hoekema Howard Knight Jr. Charlie McDonald Palmer Foundation Michael Hohenstein Louis Knoble Michael McGinley Barbara Parker Gary Hoipkemier Noretta Koertge Greg McRoberts Sturtz Patricia Howard Hole Angela Kohlmeier Cecil McShurely Richard & Sally Pedersen Robert Honegger Stephen Koller Robert Melloh Phil Pegram Amy Horton Korellis Roofing, Inc The Mennonite Fnd. John Peterson Emerson Houck Paul Kortepeter Mercy Ministries T. Ray Phillips Daniel Hoyt Tina Korty Wilhelm Meya Pinnacle School Jason Huber Anna Kruszynski Marjorie Meyer Connie Power Lisa Hudson Elaine Kwieran Meyer Building Kathleen Prechtel Joseph Huffine L’Acquis Consulting Catherine Michael Bennie Price Josephine Hughes JA Lacy Jon-Adam Michael Doug Prince Marlene Hunt David Lafiosca Wayne Michael Jericho Project William Hurst Tony Lambert Michael J. Hagan Living Nancy Prosser Janette Hutton Nancy Landman Trust Robert Puckett Dennis Ice Alexander Lange Gary Milikan Edward Queen Indiana Catholic Conf. Jerome LaReau Brian Millen Randall Raciti Indiana Retail Council Gary LeeMillikan Joseph Miller Steve Ramos Indianapolis-Cologne James Leigh Richard Milles Kevin Ranaghan Sister City Committee Chris Lent Matthew Mills Angela Randolph Integrity Refactory Richard Lewis Jim Minatel James Reardon International Center of Lora Lewis Norman Mindrebo Deborah Reichmann Indianapolis Dorothy Lewis Pedro Miro Thomas Reilly Perry Isch Todd Leyden R.W. Mitchell Brandon Reilly Craig Ito LHP Software Claire Moore Reis-Nichols IU Foundation Leons Liepa Peter Morgan Scott Reitano IUPUI Committee on Lighthouse Christian Scott Morman Ronald Remak Africana Studies Academy Richard Morris Chad Renfro

28 th 10 ANNIVERSARY REPORT

Ellen Rettig Kevin Seidel Robert Stone Dmitri Vietze Rollin Rhea Terra Seidel Lloyd Stonehill Kimberly Vincent Steve Ringger Charles Sellers Craig Stoops Stephen Waddell Jonathan Ringger Cliff Sellery Storage Express Mgmt. Frank Walker Gary Ripperger David Shane Laura Stout Mary Ann Wallace James Robertson Robert Shine Dene Stratton Eric Welp Alvis Robertson, Jr. Sandra Siefers Alicia Suarez Carol Wendt Cliff Robinson Susan Siena Tonya Swaim Judith Wenning James Roe Sandra Sigo Eric Swanson Thomas Wheeler Richard Roethke Arthur Simonel Patricia Sweeney Michael Whisler Randall Rogers Lawrence & Barbara Smith Kevin Sweet Robert Whitacre Charles Rolfe Robert Smith Dennis Swender Dean White Mark Roller George Smith Andrew Szakaly Whiteshire Hamroc LLC Donna Romack John Smitson T & R Farms Otto Wickstrom III Douglas Roorbach Donald Snemis Joanna Taft David Wilcox Matthew Rosenthal Charles Snowden William Taft David Wiley Neal Rothermel Julian Snyder Michael Tellman John Wiley & Sons Jay Rouse Jr. Michael Sonneborn Rosalinda Tepner Ogen Williams Jennifer Rueth Daniel Spartz Richard Tewksbury Lee Williams Barbara Rush Jack Spohn The Anker Consulting Don Wilson Susie Sams Spohn Associates Group Douglas Wilson Peter Samuelson Michael Spragg John Thompson Robert Winebarger Beth Samuelson Carl Sputh Ann Thomson Carol Winely Jeffrey Sanders St. John Bosco Jaye Towe Thomas Wisler Marc Sattinger St. John the Baptist Jeff Towle Eugene Witchger Timothy Sauder St. John the Evangelist Harry Trausch David Woll Steven Saunders St. Mark Catholic Church Michael Trentadue Kenneth Wright Jessica Savarese St. Peter’s Anglican Church Jonathan Trinidad Al Wunder Jean Scallon St. Stanislaus Kostka Robert Troxel Thomas Yemc Anne Scheele Stanley Foundation Thomas Troxel David Young Duane Schieler Dane Starbuck Terry Tucker Karl Zacker, Jr. Dale Schlarb Anne Steger Mitchell Tull Marjorie Zeigler Edward Schmidt David Stevens Scott Uecker Lyle Zeltwanger Kevin Schmidt Joan Stieglitz Danielle Urschel Karl Zimmer Holly Schrank Marlise Stieglitz USA Funds Sharon Zimmerman Sven Schumacher Mary Stine Rosendo Valdez Stephen Zirkle Dwight Schuster William Stinson Theodore Van Cott David Schwarz Stitle Family Foundation Juan Carlos Vargas Todd Sears Randolph Stokely Duane Vaught LIBRARY of LIBERTY Enhancing our intellectual capital offerings beyond the web- Inc. is a private, educational foundation established to encour- site, Sagamore received a generous gift from the Liberty Fund age the study of the ideal of a society of free and responsible including 300+ volumes published as individuals. It was founded in 1960 part of the Fund’s Library of Liberty se- by Pierre F. Goodrich, an Indianapo- ries. This special collection is housed at lis businessman and lawyer, with the our headquarters and contains classic mission of encouraging a deeper under- books about individual liberty. These standing of the requisites for restoring texts go back some 4,000 years and cov- and preserving the ideal of a society of er the disciplines of economics, history, law, literature, philos- free and responsible individuals. ophy, political theory, religion, war and peace. Liberty Fund, For more information, visit www.libertyfund.org.

29 SAGAMORE INSTITUTE

THE SAGAMORE CONNECT WITH SAGAMORE SOCIETY

In order to sustain and grow the Institute’s work, we invite you to be a part of The Sagamore Society. Members of the society connect with us on a meaningful level both through their generosity and also through their kinship with the mission of Sagamore Institute.

Donating a non-cash asset

Participating in our monthly giving program (Please see below for more info)

Establishing an endowment fund Participating in our Corporate Matching Gift program sagamoreinstitute.org Sponsoring a Sagamore event facebook.com/sagamoreinstitute BENEFITS OF THE SAGAMORE SOCIETY @Sagamore_Indy

As a way to show our gratitude, the following items are sent to mem- bers of The Sagamore Society:

An annual complimentary copy of books from The Sagamore Press. These books focus on the most important and emerging ideas from The Institute. Spring/Summer 2011

Invitations to Sagamore events A subscription to American Outlook Magazine REAGAN and the OOOOOOOO Access to premiere website content, and more. Midwest A Centennial Celebration 1911-2011 MONTHLY GIVING

If you have benefited from the work of Sagamore Institute, we invite Also in this issue: Chiefs for Change O Multiplying Charity O Shutting Down the Shuttle you to join us by creating an automated monthly donation. While all Find these and other issues of American Outlook online at: gifts are important, recurring donations are uniquely helpful for our americanoutlook.org planning process. It’s a simple yet strategic way to partner with us.

Please contact Jamie Goodwin (jamie.goodwin@sagamoreinstitute. GRAPHIC DESIGN BY: JORDAN CLARK org) for questions about giving to Sagamore.

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30 President Theodore Roosevelt visiting his vice president, Charles W. Fairbanks, at Fairbanks’ home in 1907. Other Indianapolis dignitaries include James Whitcomb Riley, Franklin Vonnegut, Meredith Nicholson and Louis H. Levey. A Strategic Convener

Sagamore’s headquarters location is steeped in Indianapolis’ history. This legacy began when the building’s original owner, Louis H. Levey, joined his illustrious neighbor, Charles W. Fairbanks, in hosting such luminaries as Fairbanks’ boss, President Teddy Roosevelt. Completed between 1905 and 1906, the mansion features Indiana limestone, Beaux-Arts architecture and Italian Renaissance Revival style. The interior displays the grand tastes of its owners, from the exquisite stained glass skylight above the grand staircase to the onyx and ormolu fireplace imported from a European palace. More important than the building’s physical features, and recalling its important place in gathering leaders of a bygone era, the Levey Mansion serves a singular purpose today: to welcome leaders interested in building a better Indiana and exporting Hoosier common sense and innovation to the national conversation. Indianapolis Headquarters 2902 N. Meridian Street | Indianapolis, IN 46208 | 317.472.2050 Charlottesville Field Office 757 King Street | Charlottesville, VA 22903 | 434.293.5656 www.sagamoreinstitute.org