dsvp.overview.2009

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doing good better

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2009 DSVP Overview

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Page 1: Dsvp.Overview.2009

doing good better

Page 2: Dsvp.Overview.2009

Our Mission

We are a partnership of professionals, activists and foundations who are committed to strengthening our community through the thoughtful application of our collective dollars and business expertise.

Page 3: Dsvp.Overview.2009

Our Passions

• Improving the lives of North Texas children

• Leveraging Dollars and Efforts

• Partnering with like-minded individuals

Page 4: Dsvp.Overview.2009

About Us

• 1997 First Social Venture Partnership in Seattle

• 2000 Dallas Social Venture Partners• Over 130 Partners• 15 Agencies• Invested over $1.5 Million in Social

Investment Portfolio

Page 5: Dsvp.Overview.2009

Our Work

• Social Investments

• Engaged Philanthropy

• Philanthropy Education

Page 6: Dsvp.Overview.2009

Social Investment

Portfolio

2009

Page 7: Dsvp.Overview.2009

Investment Committee

• 35-40 Partners• 3 months• 75 Letters of Intent/12 Proposals

& Site Visits• 1-2 Investees Annually

Page 8: Dsvp.Overview.2009

DSVP Investments

• Focus on Children and Education• Select compatible organizations• Multi-year relationship and funding• General Operating Support• Emeritus Investments

Page 9: Dsvp.Overview.2009

Investment Overview

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educationalfirststeps.org

DSVP Lead PartnerBob Wood

sharedhousing.org

DSVP Lead PartnerBob Wood

apstrategies.org

DSVP Lead Partner Bob Wood

dallasconcilio.org

DSVP Lead Partner Trude Van HornBob Wood

2001

2002

social investment portfolio

Page 11: Dsvp.Overview.2009

excap.org

DSVP Lead PartnerStacy Cary

upliftededucation.org

DSVP Lead PartnerEllen Wood

traconline.com

DSVP Lead Partner Terri BarnesSteve Raab

wilkinsoncenter.org

DSVP Lead Partner Brian SmithMark Frederiksen

2003

2004

social investment portfolio

Page 12: Dsvp.Overview.2009

nfte.com

DSVP Lead PartnerSusie MorrisseyRandy Neal

visionregeneration.org

DSVP Lead PartnerDick EvansBob Wright

thesamaritaninn.org

DSVP Lead Partner Karen AkinMargery Miller

dallasafterschoolnetwork.org

DSVP Lead Partner Steve Raab

2005

2006 2007

social investment portfolio

Page 13: Dsvp.Overview.2009

miescuelita.org

DSVP Lead PartnerGillian ParrilloPierre Cutler

social investment portfolio2007

youthvillagefoundation.org

DSVP Lead PartnerLynn ThorbyScott Chase

Page 14: Dsvp.Overview.2009

Get Engaged!

2009

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What do we mean by engaged philanthropy?

• Partnership Profiles• Resource Teams• Lead Partners• Project-based engagements

• Strategic planning; business plans; executive coaching; marketing and communications; any variety of business expertise can be put to use in our Portfolio!

Page 16: Dsvp.Overview.2009

“DSVP’s model isn’t just writing a check, it’s a good opportunity to be involved as much as you want and still feel fulfilled and make a difference.”

- Mark Frederiksen, DSVP Partner and Lead Partner with The Wilkinson Center

Page 17: Dsvp.Overview.2009

The Wilkinson Center• 2004 Investee• Change in focus to expand services

and extend geographic reach• Reaching more clients & growing their

mission• Focus on Collaboration

Page 18: Dsvp.Overview.2009

Philanthropy Education

2009

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DSVP Philanthropy Education

• Raises awareness of community issues that impact children

• Delivers practical strategies

• Highlights successful philanthropy

• Keeps the Partnership connected

Page 20: Dsvp.Overview.2009

Get InspiredOur Inspirational Evenings feature

leaders in the community who share their own giving philosophy.

• Morton Myerson• Curtis W. Meadows Jr. and

Michael L. Meadows• Bob Buford• Lillie and Phil Romano• Raymond Nasher• Garrett Boone, Trammell S. Crow

and David Litman• Ross Perot Jr.

Page 21: Dsvp.Overview.2009

Learn the IssuesSmarter Investment &

Smarter Engagements.• Strategic Planning• Trends in Giving• Poverty Awareness• Drop-out Prevention• Early Education and

Development

Page 22: Dsvp.Overview.2009

Staying Connected

First Friday Luncheons provide the opportunity to connect at lunch over a presentation from an Investee and other community leaders.

• Recruitment and Orientation• Investee Presentation• Community Happenings

Page 23: Dsvp.Overview.2009

Education beyond Events

• Storytelling Initiative

• Podcasting

• Website

Page 24: Dsvp.Overview.2009

Testimonials

2009

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“DSVP has a double-barreled mission, it not only is making grants, but is training future philanthropists to be more effective.”

– Ellen Wood, DSVP Partner and Lead Partner for UPLIFT Education

Page 26: Dsvp.Overview.2009

“DSVP has afforded us leadership and wise counsel.”

-Merriott Terry, Executive Director Educational First Steps

Page 27: Dsvp.Overview.2009

“DSVP challenges us to think creatively to see how we can collaborate and cut costs. We need the check, but more importantly, we need the partnerships.”

-Gayle Nave, Executive Director of Mi Escuelita Preschool

Page 28: Dsvp.Overview.2009

DSVP Partners

2009

Page 29: Dsvp.Overview.2009

Our Individual Partners

• Have achieved significant success• Represent a diverse cross-section of

community minded individuals• CEOs, entrepreneurs, philanthropists,

community volunteers, retired professionals, emerging leaders

Page 30: Dsvp.Overview.2009

Our Foundation Partners

• The Dallas Foundation

• The Meadows Foundation

• M.R. & Evelyn Hudson Foundation

• Marie Kesse Lelash Foundation

• M.B. & Edna Zale Foundation

Page 31: Dsvp.Overview.2009

Our Corporate Partners

• Socially Responsibility and Community Minded

• Connect to their Executive Leadership• Invest in our Portfolio• Provide outreach opportunities for all

employees

Page 32: Dsvp.Overview.2009

Support DSVP

2009

Page 33: Dsvp.Overview.2009

Want to Help?

• Become a Partner• Individual• Corporate• Foundation

• Give to the DSVP Investment Fund – make a contribution that is guaranteed a match and engaged partnering