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Working with Engaged DonorsWho Do More Than Write a Check
Social Venture Partners
Application Information Session
Coffee and Conversation with a Grantmaker
The Foundation CenterNovember 14, 2014
Hilary Sparks-RobertsExecutive Director
Caroline LindenManager of Programs and Operations
Connect and develop
philanthropists
Strengthen nonprofits
Equip our community to tackle social challenges
Mission
Our InvesteesWe have helped our Investees with:
• Executive Coaching,
• Volunteer Management,
• Fundraising Capacity,
• Communications and Marketing,
• Technology Planning,
• Board Development,
• Inventory Management,
• Compensation Review,
• Business Model Development,
• and much more!
Current
Emeritus
Our 65+ Partners
Volunteers
Non-profit
boards
Stay-at-home
parents
Venture
capital
Academia
Law
Medicine
Not-for-profit
Corporations
Small
Business
Make
Community
Stronger
Male & female ● Cultural diversity ● Ages 25-85
How are funding decisions made
at SVP- what is the process?
How do we select the Investee?
App
AppApp
Call for Applicationswww.svpcle.org/apply
• What are your capacity building needs?• How is your organization innovative?
Partner Investment Team reviews applications.
Invite Full Proposal
from Semi-Finalists
Proposal
• Your history, mission, and programs
• What help do you seek?
Financials
• Audited Financials
• Budgets
Other
• ED resume
• List of Board Members
• Publicity about your organization
Site Visit to Semi-Finalists
•Meet staff and board
•See the program in action
•Ask questions
•Is there chemistry?
Invite Finalists to Present
to Full SVP Partnership
• Pitch organization and how we can help
• Answer questions and leave
• Investment Team presents due diligence
• Partners vote!
Key Dates for 2015
Applications due at 5 pm
Semi-finalists invited to submit full proposals
Full proposals due at 5 pm
Site visits for semi-finalists
Finalists present to full Partnership
Investee decision announced
Investee Engagement begins
January 6, 2015
January 21, 2015
February 27, 2015
April 2015
May 20, 2015
May 30, 2015
June 2015
What are some red flags you look
for during the process?
What is SVP looking for?
A Mutually Beneficial Relationship
Investee SVP
Long-term perspective
Leadership invested, involved, committed
Organizational issues
Interest in improvement
Multi-year engagement
Volunteers give time, expertise, and cash
Skills of Partners
Mission: Capacity Building
Eligibility: 501(c)(3) nonprofits in any issue area
Location: Proximity to Partnership considered
What happens once the nonprofit
is selected?
SVP Engagement
Getting to Know You -Lead Partner & ED
Build Trust, Review the Organization
Grant Pmt A Vision and Goals
Workplan
Identify Partners
Leadership Support & Projects
Report progressGrant
Pmt B
Leadership Support & Projects
Report progress
Proposal to renew
engagement
Review
Renew
What is the value to the
nonprofit?
Funds
• Investment award of up to $15,000 per year
• Strengthen business side of mission
Volunteers – worth more than the money
• High-engagement, deeply customized relationship between SVP
Lead Partner and organization’s Executive Director
• Business/organization skills
• Help improve systems and the organization itself (capacity building)
• Teach skills you can use forever
Potential to renew support for 2 or 3-year relationship
Capacity Building
• Financial Management
• Fund Development Strategy
• Communications
• Human Resources
• Strategic Thinking
• Leadership Development
• Board Development
• Succession Planning
“ We couldn’t buy the kind of help SVP provided.”
Beyond the Investment Cycle,
what other opportunities does
SVP offer nonprofits?
Fast Pitch – Fall 2015• Free two-month training program on how to succinctly and
powerfully “tell your story” in 4 minutes
• Culminates in a Fast Pitch competition for 300+ investors, individual donors, foundations, and other social entrepreneurs.
Questions
Resources and Contact
Hilary Sparks-RobertsExecutive Director
Caroline LindenManager of Programs and Operations
Social Venture Partners216-231-2300
Visit svpcle.org for:
• Investee Application | svpcle.org/apply
• Stories about Investees and SVP projects | svpcle.org/nonprofit-impact
• Impact reports | svpcle.org/nonprofits
• Resources about social innovation | svpcle.org/what-is-social-innovation