th 20041 2014 ANNIVERSARY0 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
3 SAGAMORE INSTITUTE
MESSAGE from the CHAIRMAN
Dear Friends, roots and its national inf luence. Sagamore Institute is celebrating its 10th 'DQÍVFRQWULEXWLRQVZHUHQRWOLPLWHGWR 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 DPRUHVLPSO\ZRXOGQÍWH[LVWZLWKRXW'DQ of our donors. We have completed hun- DQG0DUVKD&RDWVÍYLVLRQIRUDQ,QGLDQDS- 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. UHFHLYHG RXU RZQ F GHVLJQDWLRQ DQG What joins the board, staff and donors WKHUHDIWHUWKH\GRQDWHGRYHUDTXDUWHURID is a belief that ideas matter and that the million dollars to our efforts to strengthen heartland is a strategic place for innova- ,QGLDQDDQGH[SRUW+RRVLHUFRPPRQVHQVH tion and enterprise. The national news is to the national stage. êOOHGZLWKVWRULHVDERXW:DVKLQJWRQ'&ÍV As meaningful as our efforts have been leaders being stuck in old debates or other- over the past decade, I am certain that we ZLVHêJKWLQJRQQDUURZJURXQGV7KRVHRI are poised for much greater impact in the XV LQ $PHULFDÍV VWDWHV XQGHUVWDQG WKDW \HDUVDKHDG2XUYDOXHSURSRVLWLRQLVêUP- 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. QRWDQDFFLGHQW LQGHHGLWÍVWKHKHDUWRIWKH 2QEHKDOIRI6DJDPRUHÍV%RDUGRI7UXVW- 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- ,Q WKH 1DWLRQÍV 6HUYLFH PDQ\'DQ&RDWVDQG-D\+HLQLQIRXQGLQJ 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 WDQNÍVHTXDOFRPPLWPHQWWRLWVKHDUWODQG please join us in writing the next chapter LQ 6DJDPRUHÍV VWRU\ RI UHIRUPLQJ JRYHUQ- ment and revitalizing communities.
Sincerely,
Jerry D. Semler Chairman
Dan and Marsha Coats
4 th 10 ANNIVERSARY REPORT
MESSAGE from the PRESIDENT
Dear Friends, \RXGHêQHVXFFHVV"Ð7RDQVZHUWKDWTXHV- I am often asked, “What is a think tank?” tion, I like to draw the following illustra- 0\ DQVZHU LV WKDW ZHÍUH D SODFH ZKHUH tion on a napkin or white board: LGHDVJHWSXWWRZRUN+RZZHWKLQNDERXW our challenges is very important and we IDEAS IMPACT work hard to produce research that gives fresh insight into stubborn problems. Yet, INFLUENCE INCOME LWÍV LQVXIêFLHQW WR VLPSO\ VHHN EHWWHU XQ- 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 ZRUOGDEHWWHUSODFHLILWZRUNV6LQFHZHÍUH local practice. about moving ideas into action, the second In this “thinking and doing” companion- measure needs to be impact. If the ideas VKLSZHRIWHQêQGRXUVHOYHVOHDGLQJOHDG- DQGRXUH[HFXWLRQDUHJRRGZHÍOODFKLHYH ers and serving servants. We have advised real results for real people in real commu- JUDVVURRWVQRQSURêWOHDGHUVFRUSRUDWH&(2V 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 KHDY\ UHVSRQVLELOLW\ RI JXLGLQJ OHDGHUVÍ 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 RIIHUFRXQVHORQZKDWZRUNVZKDWGRHVQÍW that income is an essential measure, as and why. well. Yet, we maintain a more humble posture ,WLVVDLGWKDWDSKLORVRSKHUÍVMRELVWRGLV- LQWKHHQWUHSUHQHXUÍVZRUNSODFHWKHPDV- cern. I seek to lead Sagamore in this pursuit WHUWHDFKHUÍVFODVVURRPRUWKHQRQSURêWLQ- every day. We are on information over- QRYDWRUÍVRIêFH7KH\DUHRQWKHIURQWOLQHV 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- WLPHVWKH\GRQÍW5HJDUGOHVVZHKDYHSHQV 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. WUDYHOHUV %H\RQG FRQGXFWLQJ SLRQHHULQJ 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 TXHVWLRQ , DP RIWHQ DVNHG LV Ï6R KRZ GR President
5 SAGAMORE INSTITUTE
Sagamore Institute is an Indianapolis-based non- SURêWQRQSDUWLVDQSXEOLFSROLF\UHVHDUFKRUJD- nization—or “think tank.” We borrow our name IURPWKH$OJRQTXLQZRUGVDJDPRUHZKLFKUHIHUV 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 UHVHDUFKDQGDQDO\]HGLIêFXOWLVVXHVWRVHUYHDV 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 IRXQGHUVÍOHDGHUVKLSUROHVZLWKLQWKH+XGVRQ,Q- VWLWXWHÍV,QGLDQDSROLVKHDGTXDUWHUV:KHQ+XG- VRQPRYHGWR,QGLDQDLQ LWXQGHUWRRNDELJ experiment: could a national policy think tank VXUYLYHLQWKH+HDUWODQGRI$PHULFD" 7ZHQW\\HDUVODWHUDVWKH+XGVRQERDUGGH- FLGHGWRPRYHEDFNWRWKH(DVW&RDVWWRIRFXVRQ 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 -RKQ0XW]+XGVRQWXUQHGIURPGHêFLWVSHQGLQJ WREDODQFHGERRNVDQGDQHZPLOOLRQHQGRZ- ment. It also led the national debate with such successes as the book Workforce 2020 and the OUR SROLF\LPSDFWIRXQGLQWKHLUVFKRODUVÍVXSSRUWWR WKHQ:LVFRQVLQ*RYHUQRU7RPP\7KRPSVRQÍV 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 WRWKRVHLQVLGH:DVKLQJWRQÍVEHOWZD\RI:DVK- or against certain reforms. LQJWRQ'&ËDQGWKDWFLWL]HQVDUHDWWKHFHQWHU 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 VHFRQGODUJHVWFRQFHQWUDWLRQRIQRQSURêWVLQWKH most promising solutions.” nation, a burgeoning immigrant population, a vi- brant university system, and an ever-changing JAY HEIN civic culture.
6 th 10 ANNIVERSARY REPORT
)URPWKHQDWLRQÍV+HDUWODQGZHDUHDEOHWROR- 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 RXWVLGHRIWKHEHOWZD\ÍVêHOGRIYLVLRQ:HDOVR conventional think tank, ideas are our business. have the advantage of seeing policy innovations “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- ZKLFKSUHVFULSWLRQVZRUNZKLFKGRQÍWDQGZK\ sons they have learned from their experiences $QGEHFDXVHZHNQRZRQHVL]HGRHVQRWêWDOO DUHQÍWGLVVHPLQDWHGIRUWKHEHQHêWRIRWKHUFRP- in addressing our most persistent societal chal- munities or the nation. So, good work happens, OHQJHVZHWKLQNQRWRQO\DERXWZKDWÍVSRVVLEOH 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- DQGWUDQVIRUPLQJ:HêOOWKHJDSEHWZHHQSHUYD- 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 A!orney 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 a#er 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. 8 th 10 ANNIVERSARY REPORT 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 be#er 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. 9 SAGAMORE INSTITUTE 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 Tu%le. INDIANA & THE WORLD Globalization has taken away the question of “whether” states ,QSDUWQHUVKLSZLWKWKH,QGLDQDSROLV'RZQWRZQ5RWDU\&OXE6DJ- should participate in world affairs and replaced it with the ques- DPRUHFRQGXFWHGUHVHDUFKRQWKLVPRGHOLQ1DLURELDQGH[SDQGHG 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 SUHVLGHQWLDOFDQGLGDWH(OOHQ-RKQVRQ6LUOHDI7KLVUHVHDUFKFXOPLQDW- 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 KHDU8QLWHG6WDWHV6HQDWRU'LFN/XJDUÍVFRPPHQ- UHHURIêFHUVDWWKH0LQLVWU\RI.QRZOHGJH(FRQ- they benefit WDU\RQ6DJDPRUHÍVÏ,QGLDQD$IULFD&RQQHFWLRQVÐ RP\,Q,QGLDQD*RYHUQRU0LWFK'DQLHOV research project. tasked Sagamore to form a research partnership both sides. MEXICO0H[LFRÍV$PEDVVDGRUWRWKH8QLWHG with the Zhejiang Academy of Social Sciences SERGIO!AGUILERA 6WDWHV&DUORVGH,FD]DYLVLWHG6DJDPRUHLQ (ZASS) to investigate trade opportunities between to discuss the strategic relationship between In- WKHWZRVWDWHV6DJDPRUHÍVFROODERUDWLRQZLWK=$66LVLQWHQGHGWR GLDQDDQGRXUQDWLRQÍVVRXWKHUQQHLJKERU-RLQLQJGH,FD]DDWWKH transition the relationship from cultural exchange to a more robust 6DJDPRUHHYHQWZDVWKHQ0H[LFDQ&RQVXOWR,QGLDQD6HUJLR$JXLO- 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, /LHXWHQDQW*RYHUQRU-RKQ0XW]ÍVWDIISHUVRQLQ-DSDQGXULQJ,QGL- and exchanges in areas like agriculture, manufacturing and logistics. DQDÍVVXFFHVVIXOHIIRUWWREXLOGDEULGJHIRU-DSDQHVHLQYHVWPHQWLQWKH 7KHVHWLHVDUHVLJQLêFDQWDQGWKH\EHQHêWERWKVLGHVÐ V2YHUWKHQH[WWZRGHFDGHVPRUHWKDQ-DSDQHVHFRPSDQLHV 6DJDPRUHIHOORZV-XVWLQ+HHWDQG-RKQ&ODUNSURGXFHGDPDMRU EHJDQRSHUDWLRQVLQWKHVWDWHHPSOR\LQJRYHU+RRVLHUVDWD UHSRUWWRXQGHUVFRUHWKHVLJQLêFDQFHRI&RQVXO$JXLOHUDÍVZRUGV total investment of more than $10 billion. Sagamore produced a case 'XULQJWKH\HDUSULRUWRGH,FD]DÍVYLVLWWKHWRWDOYDOXHRILPSRUWV VWXG\RQWKH-DSDQVXFFHVVVWRU\WRVWUHQJWKHQSODQQLQJHIIRUWVIRU DQGH[SRUWVEHWZHHQ0H[LFRDQG,QGLDQDZDV7KLV ,QGLDQDÍV&KLQDWUDGHVWUDWHJ\ amount is twenty percent larger than merely three years previous, AFRICA. Indiana University established a medical school in GHPRQVWUDWLQJWKHYLWDOLW\RIWKHVKDUHGPDUNHWV+HHWDQG&ODUN (OGRUHW.HQ\DLQ GXULQJWKHGDZQRIWKH$IULFDQ$,'6FULVLV found that Mexican immigrants contributed more than $200 million DQGDGHFDGHODWHULWZDVWKHFRQWLQHQWÍVJUHDWHVWKRSHIRUêJKWLQJ annually to the state of Indiana and its counties and they possessed the disease. The key ingredient to that success was the character of DEX\LQJSRZHURYHUELOOLRQ2QHRIWKHVWXG\ÍVNH\êQGLQJVZDV ,QGLDQDÍVSDUWQHUVKLS LWWRRNWKHEHVWRI,8ÍVWDOHQWDQGUHVRXUFHV WKDWLPPLJUDQWVRIWHQSHUIRUPWDVNVWKDWPRVW$PHULFDQÍVGRQÍWZDQW and invested both into African leaders and indigenous solutions. WRGR PDQXDOODERU RUPDQ\FDQÍWGR VRSKLVWLFDWHGWHFKQRORJ\MREV 10 1 2 3 4 5 6 7 8 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 Ta& 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 a%racting 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 shi&ing 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 Charlo%esville, 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. A!orney 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 Commi!ee 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 WKH-XVWLFH'HSDUWPHQWLQWKLVWLPH Civil SocietyQDPHGE\WKH86&KDPEHURI to serve as Assistant Attorney General with &RPPHUFHDVRQHRILWVWRSWHQERRNVÏ7KDW RYHUVLJKWRYHUWKH'HSDUWPHQWÍV2IêFHRI 'ULYHWKH'HEDWHÐLQ(EHUO\WKHQSXW -XVWLFH3URJUDPV6KHUHWXUQHGWR,QGLDQD WKHERRNÍVLGHDVLQWRDFWLRQDVDVHQLRURI- LQDQGDFFHSWHGDQLQYLWDWLRQIURP êFLDOWDVNHGZLWKEXLOGLQJFLYLOVRFLHW\LQ 6DJDPRUHÍVERDUGRIWUXVWHHVWRVHUYHDV Afghanistan. WKLQNWDQNSUHVLGHQWLQZKHQIRXQG- 5\DQ6WUHHWHUVHUYHGRQ+HLQÍVWHDPDW JAMES!T#!MORRIS DON!EBERLY LQJSUHVLGHQW-D\+HLQZDVLQYLWHGE\3UHV- +XGVRQ ,QVWLWXWH ZKHUH KH DQG (EHUO\ LGHQW%XVKWRVHUYHLQWKH:KLWH+RXVH co-authored a book on the voluntary sec- In addition to the Sagamore board mem- WRU6WUHHWHUZDVêUVWDVVLJQHGWRDSRVWDW EHUVZKRVHUYHGWKH3UHVLGHQWEHIRUHUH- WKH86'HSDUWPHQWRI+RXVLQJDQG8UEDQ turning to Indiana, two senior fellows also Development before becoming Special As- ZHUHQDPHGWRVHQLRUSRVLWLRQVLQWKH%XVK VLVWDQWWRWKH3UHVLGHQWDQGDPHPEHURI administration. WKH:KLWH+RXVH'RPHVWLF3ROLF\&RXQ- Don Eberly served in both the White cil. Following his federal service, Streeter +RXVH DQG 6WDWH 'HSDUWPHQW %DVHG RQ helped launch a think tank in London be- DR#!LESLIE!LENKOWSKY WKLVH[SHULHQFHWKH%UDGOH\)RXQGDWLRQ fore returning to Indianapolis as director of RYAN!STREETER 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 o&en 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 se%ing 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, o&en visit these community healers, drape Supreme Court and more. 13 SAGAMORE INSTITUTE 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- +HLQSURGXFHGDZKLWHSDSHUIRUWKHFRPSDQ\ÍVIRXQGDWLRQWKDW search model. Our fellows do not sit in an ivory tower but rather GHPRQVWUDWHGWKDWQRQSURêWVDUHDWWKHKHDUWRIVPDOOEXVLQHVVE\ get their hands dirty working alongside policymakers and city-lev- FUHDWLQJRQHLQWHQMREVLQWKH$PHULFDQHFRQRP\+HLQGHOLYHUHGD 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 %RFD LQ DQG KHÍV VKDSHG locales stretch from our head- SAGAMORE’S WKHDJHQGDIRUHDFKVXEVHTXHQW TXDUWHUVFLW\RI,QGLDQDSROLVWR conference. over a dozen states and mul- %H\RQG WKH DQQXDO HYHQW tiple nations. This is a result of NATIONAL Sagamore designed a series of what we refer to as a distributed Ï&RPPXQLW\ &RQYHUVDWLRQVÐ network of scholars. WR H[WHQG WKH :HHNHQG LQ %RFD With a bias for action, we also themes in such places as Atlan- have a passion for teaching and WD 'HWURLW :DVKLQJWRQ '& a responsibility to exercise our ,QGLDQDSROLV %RVWRQ DQG &KDU- inf luence for a greater good. VOICE lotte. This regional focus enabled 6DJDPRUHIXOêOOVWKLVUROHWKURXJKDVHULHVRIHYHQWVSXEOLFDWLRQV wider participation and shifted the focus to on-the-ground solu- and media strategies enabling its voice to be heard by elite decision WLRQVEHêWWLQJ6DJDPRUHÍVÏLGHDVLQWRDFWLRQÐPHWKRGRORJLHV PDNHUVDVZHOODVHYHU\GD\FLWL]HQV)URPWKH1DWLRQDO3UHVV&OXE 6DJDPRUHÍVSULPDU\FRQWULEXWLRQWRWKHQDWLRQDOFRQYHUVDWLRQLV WR/RQGRQÍV:HVWPLQVWHUDQGIURPWKHRSHGSDJHVWR&63$16DJ- TXDUWHUO\SXEOLFDWLRQRILWVMRXUQDOAmerican Outlook. Sagamore DPRUHÍVWHDPPHPEHUVDUHPDNLQJWKHLUYRLFHVKHDUG scholars and our network of leaders contribute timely articles and 2QH QRWDEOH H[DPSOH LV 6DJDPRUHÍV SDUWQHUVKLS ZLWK ,QGLDQD penetrating analysis on a wide range of subjects. In the informa- :HVOH\DQ8QLYHUVLW\WRFRQGXFWDVHULHVRI1DWLRQDO&RQYHUVDWLRQV 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 LQSODFHRIXVYHUVXVWKHPGHEDWHVWKDWGRPLQDWHWRGD\ÍVGLVFRXUVH problem by digging deep into the issues, giving context and offer- It is not about smoothing over differences but rather illuminating LQJVROXWLRQVEOHQGLQJêUVWSULQFLSOHVDQGLQQRYDWLRQ them in the context of civility and respect to reach a deeper under- 7KHYRLFHVKHDUGLQSDVWHGLWLRQVLQFOXGHWKHOLNHVRI/DXUD%XVK standing of the challenges and a clearer line of sight to solutions. *HQHUDO(OHFWULF&(2-HIIUH\,PPHOW866HQDWRU'LFN/XJHU7RQ\ Another strategic partnership Sagamore formed to widen its reach 'XQJ\ IRUPHU 86 (GXFDWLRQ 6HFUHWDU\ :LOOLDP - %HQQHWW UH- LVWKHDQQXDO:HHNHQGLQ%RFDFRQIHUHQFHDLPHGDWVWUHQJWKHQLQJ QRZQHG KLVWRULDQ 'DYLG 0F&XOORXJK 'RQDOG 5XPVIHOG $UWKXU $PHULFDÍVQRQSURêWVHFWRU2IêFH'HSRWLVD)RUWXQHFRPSDQ\ %URRNVDQGPDQ\RWKHU6DJDPRUHIHOORZV ZKRVHORQJWLPHVORJDQLVÏ7DNLQJ&DUHRI%XVLQHVVÐ6DJDPRUHÍV-D\ 14 1 2 3 4 5 6 7 8 9 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 a%ractive. 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. Benne% 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 a%ack, 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 $PHULFDÍV)RXQGLQJ)DWKHUVLQWHQGHGIRU honored to host Thompson and U.K. Secre- citizens, not the state, to be at the center of WDU\RI6WDWHIRU:RUNDQG3HQVLRQV,DLQ'XQ- SUREOHPVROYLQJ1RSODFHIXOêOOVWKDWSURP- FDQ6PLWKIRUDGLVFXVVLRQRQKRZ%ULWDLQLV ise more vibrantly than Indianapolis which replicating the Wisconsin model. The event makes it an ideal environment for a think ZDVKHOGDWWKH1DWLRQDO3UHVV&OXERQ6HS- tank. That said, the priority of citizen-centered WHPEHUDQGLWVLJQDOVKRZVWDWHOHY- 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. QLDORI5RQDOG5HDJDQÍV 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 DOPDPDWHU(XUHND&RO- Indiana has enjoyed un- lege, and the other at his What do national security and econom- der the impressive leader- UDQFKLQ&DOLIRUQLDËDQG ic development have to do with each oth- ship of Governors Mitch published a cover story er? In the era of defense spending cuts 'DQLHOVDQG0LNH3HQFH in American Outlook and escalating international conflicts, how Sagamore senior fellow depicting the influence can training and equipment be higher Ryan Streeter received RI 5HDJDQÍV KHDUWODQG tech, lower cost and more speedily deliv- VXSSRUWIURPWKH%UDGOH\ 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 will sustain a periodic se- lis’ approach to civic renewal. Sagamore supplies answers to each of series of briefs on more ries of these same events these questions through its “State of De- WKDQDGR]HQRI'DQLHOVÍJRYHUQPHQWUHIRUPV XQGHUWKHEDQQHUÏ3UDLULH 5DQFKÐ 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- SROLF\GLUHFWRUIRU*RY0LNH3HQFHWRDVVLVW eschew abstract or ideological debate and in- al security in the 21st century, advancing the new administration in furthering these VWHDGEULQJIRUWKLQQRYDWLYHVROXWLRQV-D\ private sector solutions to the military reforms and advancing an entrepreneurial +HLQKDVEHHQLQYLWHGWREXLOGDWKLQNWDQN and growing Indiana’s economy as a result. culture across the state. in Rwanda promoting enterprise solutions Consider the following activities: 6DJDPRUHKDVDQDIêQLW\IRUJRYHUQRUV LQ WR SRYHUW\ &DOOHG ,62.2 ZKLFK PHDQV 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 LQJWRQ'&UHIRUPPLQGHGJRYHUQRUVWKLQN research, supply policy counsel to African Sagamore fellow Mathew Konkler, the ELJDQGDFWEROGO\-D\+HLQH[SHULHQFHGWKLV 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 be%er understand the landscape and to Rwandan President Paul Kagame meeting with ISOKO think tank leaders (from le& 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 SURJUDPTXDOLI\IRUDVWDWHWD[FUHG- VWDWH OHJLVODWLYH VHVVLRQ SURGXFHG 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. YDWLRQDQGDFFRXQWDELOLW\+RRVLHUSDUHQWVQRZKDYHXQSUHFHGHQW- ,QLWVêUVWWZR\HDUVRIRSHUDWLRQ6DJDPRUHDZDUGHGPLOOLRQ ed options to deliver their children to a school of their choosing. LQVFKRODUVKLSVWRRYHUVWXGHQWVZKRDWWHQGHGPRUHWKDQ Sagamore associate fellow Robert Enlow has been among the different schools all across Indiana such as: most inf OXHQWLDO YRLFHV LQ IXHOLQJ ,QGLDQDÍV UHIRUP DJHQGD )URP 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 YHORSPHQWRIFKLOGUHQZLWKDXWLVPDQG$VSHUJHUÍV6\QGURPH for policymakers. The Oaks Academy: ORFDWHGLQXUEDQ,QGLDQDSROLVRYHURI 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 Sco% 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 Pla%, 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 Ma%hew 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 $%%&'$%() 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(!$1,059,315 Renewal TOTAL"!#$%&'$(&)*+ Lilly Endowment Lynde and Harry Bradley Foundation LQJRQHRIWKHQDWLRQÍVOHDGLQJêUPVVHUY- The Pew Charitable Trusts LQJWKHQRQSURêWFRPPXQLW\ 3ULRUWRKLVZRUNDW&DSLQ &URXVH&( UNIVERSITY served in the United States Army, mak- ing his leadership at Sagamore a return COLLABORATIONS WRSXEOLFVHUYLFH+HLVDOVRFKDLUPDQRI WKH$VEXU\8QLYHUVLW\%RDUGRI7UXVWHHV Baylor University located in his native home of Wilmore, .HQWXFN\+HUHFHLYHGKLVGHJUHHLQ$F- Carnegie Mellon University C"E"!CROUSE counting from the University of Ken- Georgetown University C"F"O" tucky. Indiana University &( &URXVH MRLQHG 6DJDPRUH DV &KLHI Ï&(KDVVHUYHGDWWKHWRSRIKLVSUR- Indiana Wesleyan University )LQDQFLDO2IêFHULQXSRQKLVUHWLUH- IHVVLRQIRUGHFDGHVÐVDLG-D\+HLQÏ+LV PHQWIURPWKHDFFRXQWLQJDQGDXGLWêUP expertise in board governance combined Purdue University KHFRIRXQGHGLQ )URPLWVRULJLQDO with his accounting strengths have been University of Notre Dame KHDGTXDUWHUV LQ *UHHQZRRG ,QGLDQD LQYDOXDEOH WRROV LQ GHVLJQLQJ D QHZ ê- University of Virginia &DSLQ &URXVHKDVRSHQHGRIêFHVLQ/RV nancial operations system at Sagamore. $QJHOHV&RORUDGR6SULQJV$WODQWD1HZ :HÍOOEHEXLOGLQJRQWKHIRXQGDWLRQ&( 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!)**+( Acton Institute Indiana University - Kokomo $PHULFDQ&RXQFLORQ*HUPDQ\ Indiana Wesleyan University American Inst. for Full Employment ,QVWLWXWHIRU/DZ -XVWLFH $VVRFLDWLRQRI3XEOLF3ROLF\ ,838,,QWHUQDWLRQDO3DUWQHUVKLSV %DOO6WDWH8QLYHUVLW\ -REVIRU/LIH &DPSXV&UXVDGHIRU&KULVW /DZUHQFH&RXQW\ &DUQHJLH0HOORQ8QLYHUVLW\ Leadership Foundation of America &DVV&RXQW\ /RJDQVSRUW&DVV&RXQW\('& &KDOPHUV&HQWHUIRU(FRQRPLF'HYHORSPHQW Macro International, Inc. &KULVWLDQ&RPPXQLW\'HYHORSPHQW$VVRFLDWLRQ 0DULQHUV&KXUFK &KULVWLDQLW\7RGD\ 0DULRQ&RXQW\&RPPLVVLRQRQ 23 SAGAMORE INSTITUTE SUPPORTERS CHAIRMAN’S!CIRCLE $1 million+ /\QGHDQG+DUU\%UDGOH\)RXQGDWLRQ Lilly Endowment, Inc. 3HZ&KDULWDEOH7UXVWV LEVEY MANSION SOCIETY $100,000+ &HQWUDO,QGLDQD&RPP)QG Efroymson Family Fund Lumina Foundation &KDUOHV6WHZDUW0RWW)QG Estridge Family Foundation Maclellan Foundation, Inc. &ULPLQDO-XVWLFH,QVWLWXWH Foundation for American Renewal 2QH$PHULFD&RUS George Edward Durell Foundation Kern Family Foundation, Inc. 6WRUHKRXVH&KDULWDEOH)XQG PRESIDENT’S!CIRCLE $10,000+ $FKHOLV%RGPDQ)RXQGDWLRQ ,QGLDQD&KDPEHURI&RPPHUFH 2IêFH'HSRW)RXQGDWLRQ $QQLH(&DVH\)RXQGDWLRQ Foundation 3DWW\+HIQHU5HYRFDEOH7UXVW Anonymous ,QJUDKDP $VVRFLDWHV Rotary Indianapolis Atlas Economic Research Fnd. -DFNVRQ+HDOWKFDUH//& -HUU\6HPOHU 6HPOHU)DPLO\ %DUQHV 7KRUQEXUJ//3 -DHJDU8QLWHN Foundation %HWWHU%XVLQHVV%XUHDX -RKQVRQ0HOORK,QF Michael Smith $QGUHZ%XUGVDOO Kaiser Group, Inc. R. David Smitson $QWKRQ\%XUGVDOO April Kaplan The Indianapolis Foundation &ROOHHQ&RSSOH M.A. Rooney Foundation URS Federal Services, Inc. 'H+DDQ)RXQGDWLRQ MacAllister Machinery 9LQH %UDQFKHV Duke Energy Scott Mallory Wilson Family Foundation Fairbanks Foundation, Inc. Mary E. Ober Foundation 3'RXJ:LOVRQ Gaylor Electric -RKQ+0DLGORZ WorkForce, Inc. *UHDWHU,QGLDQDSROLV&KDPEHU 0RUJDQ.HHJDQ&RPSDQ\,QF Otto Wuethrich RI&RPPHUFH 1DJDNXUD +HOPHU,QF 1DNDWVXML 'DYLG+HOPHU 1DWLRQDO&LW\%DQN 24 th 10 ANNIVERSARY REPORT Founding Members THE!FOLLOWING!INDIVIDUALS!MADE!A!CONTRIBUTION!TO!SAGAMORE!INSTITUTE!IN!THE! )**+,)**-!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 Pi!s C. Patrick Babcock Rich Harcourt Charles Preston Whitney Ball Susan Harmless Nancy Prosser Evart & Caroline Beck Pat Hasselblad Robert & Barbara Pucke! 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 & Jane!e Clark James Landaker Amy Sherman Nancy Cli#on-Cripe Donald Laskowski Larry Smith Daniel & Marsha Coats Thomas Latondress Stephen Stitle Roland Cole Leslie Lenkowsky Dene & Be!y Stra!on Dean Cowles Todd Lugar Joanna Ta# Caterina Cregor Blitzer Christopher MacAllister L. Gene Tanner Darwin & Nicoline Dahlgren P. E. MacAllister Terry Tucker Edward Delaney Charlie McDonald Brooke Tu!le 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 Mu!er P. Douglas & Jane Wilson John Fisher Douglas Nelson Patricia Woehrer 25 SAGAMORE INSTITUTE SAGAMORE CIRCLE $1000+ R. Gregory Albers 5RQ 6XVDQ)HUUDUL David Karnes Radius Indiana Inc. Gary Allen )LGHOLW\&KDULWDEOH*LIW Alan Kimbell Red Gold Michael Alley Fund Ted Kramer William Reno American Endowment )LUVW%DSWLVW&KXUFKRI .ULHJ'H9DXOW//3 Kathleen Reno Foundation +DPPRQG Andre Lacy Michael Robbins American Environmental -DPHV)LVFKHU -HIIU\/DQFH&ROVRQ &UDLJ5RHGHU Devin Anderson Donald Fisher Donald Laskowski &KLS5RWK 'XDQH%DQHW Thomas Flynn Thomas Latondress Sankyu -XG\%DUQHV Forever Kids -HII/HIHZ Karen Scales %DVH,QFRUSRUDWHG )RUXP$GYLVRU\%RDUG Douglas Leman Donald Schultheis 5LFKDUG%HOFKHU Mark Fritz Les Lenkowsky Michael Sears 0LFKDHO%HUHQG %ULDQ)XUUHU Terrence Lyons Evangelical Seminary %LVKRS1ROO,QVWLWXWH *OREDO&URVVURDGV)QG Kurt Mahrdt 3DXO6HSSHO %LWZLVH *UDFH%DSWLVW&KXUFK -HUU\0DUWLQ David Eric Sexauer %RZ\HU)DPLO\)QG 5REHUW*ULIêQ Michael Maurer 7HG6KHUêFN *DU\%UD]HO Scott Thomas Guenthner -HIIUH\0F&OLQWLF Amy Sherman *OHQQ%UD]HO :D\QH+DOSHUQ David McDowell -HII6LQJOHWDU\ %U\DQ%UHQQHU +DQGVRQ/HDUQLQJ -RKQ0F/LPRUH Douglas Smith %ULDUZRRG3UHV&KXUFK +DUPRQ\6FKRRO 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Frank Walker Gary Ripperger David Shane Laura Stout Mary Ann Wallace -DPHV5REHUWVRQ Robert Shine Dene Stratton Eric Welp $OYLV5REHUWVRQ-U Sandra Siefers Alicia Suarez &DURO:HQGW &OLII5RELQVRQ Susan Siena Tonya Swaim -XGLWK:HQQLQJ -DPHV5RH Sandra Sigo Eric Swanson Thomas Wheeler Richard Roethke Arthur Simonel 3DWULFLD6ZHHQH\ Michael Whisler Randall Rogers /DZUHQFH %DUEDUD6PLWK Kevin Sweet Robert Whitacre &KDUOHV5ROIH Robert Smith Dennis Swender Dean White Mark Roller George Smith Andrew Szakaly :KLWHVKLUH+DPURF//& Donna Romack -RKQ6PLWVRQ 7 5)DUPV Otto Wickstrom III Douglas Roorbach Donald Snemis -RDQQD7DIW David Wilcox Matthew Rosenthal &KDUOHV6QRZGHQ William Taft David Wiley 1HDO5RWKHUPHO -XOLDQ6Q\GHU Michael Tellman -RKQ:LOH\ 6RQV -D\5RXVH-U Michael Sonneborn Rosalinda Tepner Ogen Williams -HQQLIHU5XHWK Daniel Spartz Richard Tewksbury Lee Williams %DUEDUD5XVK -DFN6SRKQ 7KH$QNHU&RQVXOWLQJ Don Wilson Susie Sams Spohn Associates Group Douglas Wilson 3HWHU6DPXHOVRQ Michael Spragg -RKQ7KRPSVRQ Robert Winebarger %HWK6DPXHOVRQ &DUO6SXWK Ann Thomson &DURO:LQHO\ -HIIUH\6DQGHUV 6W-RKQ%RVFR -D\H7RZH Thomas Wisler Marc Sattinger 6W-RKQWKH%DSWLVW -HII7RZOH Eugene Witchger Timothy Sauder 6W-RKQWKH(YDQJHOLVW +DUU\7UDXVFK David Woll Steven Saunders 6W0DUN&DWKROLF&KXUFK Michael Trentadue Kenneth Wright -HVVLFD6DYDUHVH 6W3HWHUÍV$QJOLFDQ&KXUFK -RQDWKDQ7ULQLGDG Al Wunder -HDQ6FDOORQ St. Stanislaus Kostka Robert Troxel Thomas Yemc Anne Scheele Stanley Foundation Thomas Troxel David Young Duane Schieler Dane Starbuck Terry Tucker .DUO=DFNHU-U Dale Schlarb Anne Steger Mitchell Tull Marjorie Zeigler Edward Schmidt David Stevens Scott Uecker Lyle Zeltwanger Kevin Schmidt -RDQ6WLHJOLW] Danielle Urschel Karl Zimmer +ROO\6FKUDQN Marlise Stieglitz USA Funds Sharon Zimmerman Sven Schumacher Mary Stine Rosendo Valdez Stephen Zirkle Dwight Schuster William Stinson 7KHRGRUH9DQ&RWW David Schwarz Stitle Family Foundation -XDQ&DUORV9DUJDV 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 LQFOXGLQJ YROXPHV SXEOLVKHG DV LQGLYLGXDOV ,W ZDV IRXQGHG LQ SDUWRIWKH)XQGÍV/LEUDU\RI/LEHUW\VH- E\ 3LHUUH ) *RRGULFK DQ ,QGLDQDSR- ries. This special collection is housed at lis businessman and lawyer, with the RXU KHDGTXDUWHUV DQG FRQWDLQV FODVVLF mission of encouraging a deeper under- books about individual liberty. These VWDQGLQJ RI WKH UHTXLVLWHV IRU UHVWRULQJ 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 ! ,QRUGHUWRVXVWDLQDQGJURZWKH,QVWLWXWHÍVZRUNZHLQYLWH\RXWR 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 3DUWLFLSDWLQJLQRXUPRQWKO\JLYLQJSURJUDP 3OHDVHVHHEHORZ for more info) Establishing an endowment fund 3DUWLFLSDWLQJLQRXU&RUSRUDWH0DWFKLQJ*LIWSURJUDP 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 3UHVV7KHVHERRNVIRFXVRQWKHPRVWLPSRUWDQWDQGHPHUJLQJ ideas from The Institute. Spring/Summer 2011 Invitations to Sagamore events A subscription to American Outlook Magazine REAGAN and the 22222222 Access to premiere website content, and more. Midwest A Centennial Celebration 1911-2011 MONTHLY!GIVING ,I\RXKDYHEHQHêWHGIURPWKHZRUNRI6DJDPRUH,QVWLWXWHZHLQvite Also in this issue: Chiefs for Change 2 Multiplying Charity 2 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: JLIWVDUHLPSRUWDQWUHFXUULQJGRQDWLRQVDUHXQLTXHO\KHOSIXOIRURXU SODQQLQJSURFHVV,WÍVDVLPSOH\HWVWUDWHJLFZD\WRSDUWQHUZLWKXV americanoutlook.org 3OHDVHFRQWDFW-DPLH*RRGZLQ MDPLHJRRGZLQ#VDJDPRUHLQVWLWXWH GRAPHIC!DESIGN!BY"!JORDAN!CLARK RUJ IRUTXHVWLRQVDERXWJLYLQJWR6DJDPRUH Read more about supporting the work of Sagamore Institute at www.sagamoreinstitute.org/donate. 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 be#er Indiana and exporting Hoosier common sense and innovation to the national conversation. Indianapolis Headquarters 2902 N. Meridian Street | Indianapolis, IN 46208 | 317.472.2050 Charlo!esville Field Office 757 King Street | Charlo%esville, VA 22903 | 434.293.5656 www.sagamoreinstitute.org