Home   Become a Partner   About SVP Calgary   News and Events   Resources   Become an Investee   Our Investments
 
Image Web Part
 Resources
 Questions
 FAQ

How much does a membership cost?
Each Partner Unit contributes an annual $5,000 minimum for a minimum of two years. A Partner Unit is any two people - couples, friends, business partners, mother/daughter, grandfather/grandson.

top


How does SVP Calgary accept payment?
The annual minimum contribution of $5,000 is accepted by cheque, stock transfer or through corporate matching gifts. Payments can be made in one instalment or on a semi-annual or quarterly instalment basis.

top


Are the annual dues tax deductible?
Yes. You will receive a tax receipt for the full amount of your Partner Unit Fee from Social Venture Partners Calgary.

top


Do you accept corporate matching gifts?
Matching gifts from a Partner's employer are accepted to fulfill up to half of the annual contribution or supplement your annual contribution. For example, an employer could pay $2,500 annually, and a Partner pays the remaining $2,500, or an employer could pay $5,000 annually and the Partner could pay another $5,000.

top


When are annual fees due?
Each Partner Unit's dues are payable annually from the time they join. For example, if you join in February, your annual dues are due again the next February. Semi-annual or quarterly instalment payments are adjusted according to this annual renewal date. For example, if you join in February, your quarterly instalments would be due in May, August and November.

top


How many Partners does SVP Calgary have?
SVP Calgary has approximately 60 Partner Units, which equates with over 100 Partners. Partner Units can include up to two people.

top


How much time does SVP Calgary require?
The gift of time is optional. About a third of our Partners are highly engaged (help SVP Calgary or its Investees routinely), another third are engaged (help occasionally) and another third choose to keep their contribution on a financial basis. We need all kinds of Partners to keep SVP Calgary alive and welcome everyone!

top


How can I volunteer?

If you are interested in volunteering, there are many ways to contribute:

Internal Capacity Building

  • SVP Calgary needs help to sustain and grow. We are looking for Partners to become involved with:
  • Board of Directors - Three year terms elected annually
  • Investment Committee - Formed yearly to select new Investees
  • Reinvestment Committee - An ongoing committee evaluate reinvestments in Investees
  • Education & Social - An ongoing committee to strategize and organize various educational and social events throughout the year
  • Recruiting - An ongoing committee focused on recruiting new Partners
  • Technology - A team with specific skills supporting our Investees and SVP Calgary
  • Communication - A team with specific skills supporting our Investees and SVP Calgary

Investee Capacity Building
To support our Investees, we organize around:

  • Lead Partners - these are our account managers responsible for managing SVP Calgarys investment in non-profits. Lead Partners develop annual plans, set priorities, recruit Partners and provide ongoing mentorship and support Investees
  • Capacity Building - The talents of our Partners and their networks are focused on building the capacity of our Investees. Consider lending your skills in strategic planning, finance, legal, communication, human resources, technology, marketing and the like.
  • Social Enterprise - A team with a specific interest to develop social enterprise opportunities within Investees

top


Can I get involved in SVP Calgary with a friend?
Yes. Each Partner Unit contributes an annual $5,000 minimum for a minimum of two years. We define a 'Partner Unit' as any two people – couples, friends, business partners, mother/daughter, grandfather/grandson.

top


How can my children get involved?

Teaching your children to be community-minded is not an easy task, and weighs heavily on the minds of the Partners of Social Venture Partners Calgary. A new program of the organization - SVP Kids - is designed to bring a new level of social conscience to the children of Partners.
The participating children, who range in age from six to 16, have been working since the end of 2003 to raise over $2,000 to award to SVP Calgary's Investees. They have been helping at SVP Calgary events and held a huge garage sale in June.

In September 2004, the children will begin the process of selecting Investees, which is similar to the one Partners follow. They'll first 'get smart' by educating themselves about SVP Calgary's Investees and the needs of the community. They will invite Investees to apply for a one-time financial contribution, then review these applications using criteria they develop. Site visits with those short-listed will be done, so the children can see for themselves the important work of our Investees.


top


Who runs SVP Calgary?
Cammie Kaulback is our Executive Director. Cammie reports to the Executive Committee of the Board.

top


How much of SVP Calgary's budget is allocated to administration?
$1,300 from each Partner Unit's annual contribution is allocated toward program support. SVP Calgary does not track 'administrative costs' in the traditional way because our philanthropic model is not traditional. We have a dual mission to promote philanthropy within our Partners and to build the capacity of our non-profit Investees. As such, our cost structure cannot be compared with organizations that award grants only. SVP Calgary's program support costs include the cost of staff and infrastructure to support the learning, volunteer and networking opportunities for our Partners in the work of building the capacity of SVP Calgary and our Investees.

top


Does SVP Calgary rely on outside funding?
While the majority of its funding comes from Partners, SVP Calgary's founders Brad and Tanya Zumwalt and an anonymous philanthropic organization, provide additional support.

top


Is SVP Calgary sustainable?
Not yet. One of our organizational priorities is to find ways to build an ongoing funding stream that does not rely on Partner contributions.

top


If I cannot afford to be a Partner, are there other ways to get involved?
Our priority at this time is to build rewarding philanthropic experiences for our Partners. That said, SVP Calgary needs everyone's help to fulfill its capacity building commitments. If you have skills that you believe could assist us, please contact us.

top


Can a company join?
No. Partners are individuals with an interest to personally learn about philanthropy and contribute to the community. Matching gifts from a Partners' employer are accepted to fulfill up to half of the annual contribution or supplement your annual contribution. For example, an employer could pay $2,500 annually, and a Partner pays the remaining $2,500, or an employer could pay $5,000 annually and the Partner could pay another $5,000.

top


What is SVP's history?

When Paul Brainerd began conceptualizing Social Venture Partners in the mid 1990s, he could not have imagined its impact on the world of philanthropy. At the beginning of 2004, SVP had 23 Affiliates across North America with 1,100 Partner Units. That is over 1,500 individuals involved in making our communities better. Over $11 million U.S. and thousands of volunteer hours have been invested in 145 non-profits.

Brainerd, the founder and former president of Aldus Corporation, worked with Scott Oki, Ida Cole, Bill Neukom and Doug and Maggie Walker to develop the vision for a philanthropic community using a model that paralleled venture capital practices in business.

Venture philanthropy has developed as a complement to traditional philanthropy, with both playing important roles. Traditional philanthropy generally supports non-profits through financial contributions. Venture philanthropy adds business expertise and resources over a long-term relationship. Venture philanthropy not only encourages philanthropy, but works hand in hand with non-profits to improve their work.

When SVP Seattle launched in 1997, and interest in this new approach to philanthropy grew, SVP organizations began developing throughout North America.

By 2001, a loose network of SVPs had formed. In mid 2001, representatives from the 17 SVPs unanimously decided to create Social Venture Partners International to support and advance this network.


top


What's the difference between SVP Calgary's approach and other philanthropic groups?
Key Differences between Venture Philanthropy and Traditional Philanthropy
 
SVP Approach: Venture Philanthropy
  • Funding typically spans several years
  • Funding gradually scales back as the non-profit's capacity grows
  • Funding is for operating support and is accompanied by a capacity-building component
  • Outcome-based investing
  • Connection with donor via volunteers and mentors in a long-term, structured relationship
  • Financial support and volunteer business expertise and community contacts
  • The financial investment is the start of the relationship
Traditional Philanthropy
  • Funding is typically a one-time grant
  • Funding completely ends at a specific date or when grant funds run out
  • Funding for specific programs or services
  • Proposal-based grant making
  • Connection with donor via applications, phone communication and periodic visits
  • Financial support only
  • The grant is the end of the relationship

top


Do you support non-profits who are not Investees?
No. SVP Calgary focuses its financial investment and the time of its Partners exclusively on its selected Investees. Our selection of Investees is limited at this time to our annual investment cycle.

top


What happens when I become an Investee?
After we celebrate and promote our new investment, a Lead Partner begins the process of establishing a relationship with you. We believe much of the success of a relationship relies on how well the Investee Executive Director and Lead Partner get along. Using a proprietary tool called a Capacity Assessment, we identify priority areas of support and build outcomes-based work plans. Our Lead Partner keeps in ongoing touch with the Investee Executive Director and helps engage Partners in the work required. Formal annual reviews conducted by our Reinvestment Committee ensure the relationship is on-track.

top


How long does SVP Calgary's support last?
Assuming the relationship is productive, Investees can expect a three to five year relationship with SVP Calgary. Capacity building work is challenging and quick results are not usual. We provide funding and the volunteer support of our Partners for the duration of our relationship.

top


Is SVP Calgary needed?

Social Venture Partners is timely. We are living in an age of affluence. Thanks in part to the technology boom and Alberta's healthy energy sector, community foundations have witnessed their most spectacular growth period ever. People are not restricted generally by budget constraints of the past. More and more diverse people have a permanent income stream that more than adequately meets their expenses. Whereas a generation ago only a select elite, usually older, could ponder philanthropy, many are experiencing this earlier in life, and asking: What choices am I going to make with my financial resources now that accumulation is no longer a high priority?

Over the next five decades, it is estimated that $40 to $136 trillion in the US alone will be transferred to the next generation and other beneficiaries. Based on typical giving patterns, a reasonable estimate is that $6 to $25 trillion will go to charity. To give some context, individuals annually contribute $180 billion in the US and $5 billion in Canada to non-profits - the wealth transfer estimate is indeed significant.

While research at Boston College's Social Welfare Research Institute indicates families at every level of income and wealth are equally generous, there is a positive relationship between wealth and the percentage of wealth contributed to charities.

While wealth among many is secure, it is widely known that income disparity continues to grow and the needs in communities are rising. There will continue to be fewer government dollars available to address critical social problems. With 85% of private giving coming from individuals, SVP's role is to teach donors what the needs are in the community and how to resolve them.

SVP will have a growing base of interest from which to recruit. Almost half of North American adults volunteer, representing a value of $17 billion in Canada. Ninety one per cent of volunteers make charitable donations versus 74% from their non-volunteer counterparts. This data supports the SVP model of combining time and money.


top


How does SVP Calgary fit into philanthropic trends?

Social Venture Partners Calgary fits into the trend of the changing relationship between a non-profit and its supporters. As the Forum of Regional Associations of Grantmakers writes, 'Not so long ago, nonprofits tended to list their team as staff, board, and volunteers, placing donors on the outside, mailing in checks. Now more organizations understand that donors are part of the organizational team that enables nonprofits to reach their goals.' While every non-profit and donor is different, as the chart below illustrates, the expectations from both have tended to change over time.

Old Way

  • Non-profits assumed they should never tell a donor anything but good news for fear of jeopardizing the donors commitment to the organization.
  • Donors were seen only as a source of money.
  • Donors often supported one organization for a lifetime.
  • Giving was simply 'charity' or 'tithing' something donors did automatically but at a distance.
  • Donors at similar giving levels were treated more or less the same by the non-profit.

New Way

  • Non-profits are more straightforward; more likely to talk with donors about emerging problems and plans to address them; and more likely to educate donors about their organization's natural up-and-down cycles.
  • Donors are seen as more than financial contributors; they are also understood to be a source of expertise and connections to other resources
  • Greater awareness of options and of the range of potential donor/volunteer experiences means that donors 'shop around' more.
  • Donors follow their favourite non-profits more closely and are more focused on evidence of effectiveness.
  • Organizations now work harder to discern what donors want - be it appreciation; connection to issues; building relationships and friendships; prestige; or a simple tax benefit.

Source: How Effective Nonprofits Work: A guide for donors, board members and foundation officers by Marcia Feston & Marianne Philbin, Forum of Regional Association of Grantmakers


top


What is 'Capacity Building' and why is it so important to SVP Calgary

While we are making amazing advances in so many aspects of our society, some issues continue to plague us. While we are living in a time of explosive wealth, we are also living in a time of unprecedented homelessness and poverty, growing environmental concerns and fear for our basic safety. There are 100,000 non-profits in Canada.

As a result, non-profit organizations, and organizations like Social Venture Partners Calgary which support them, have an increasingly important role in our society. While it has always been important to support them in their work, a non-profit's ability to be a high-performing organization is as important as the programs they run. The smarter they are as a business, the more successful they can be at helping needy people through the programs they run.

Capacity building is the work of becoming a high-performing organization. It is:

The development of core skills, management practices, strategies and systems to enhance an organization's effectiveness, sustainability and ability to fulfill its mission.

In short, capacity building work helps non-profits help themselves.

Social Venture Partners Calgary is focused on this capacity building work. It is not only a market niche for us, it is true to our venture philanthropy model. Venture capitalists inject business expertise and resources over a long-term relationship; as Partners of SVP we do just the same except with non-profits. Partners invest their skills less in the 'what' of the organization (the programs), but more in the 'how' (the business capacity) and the 'why' (the general business strategies). Partners are not usually social workers or experts in programs. Instead they are usually experts in business.

While traditional funding supports capital projects or programs, a shift is occurring in funding capacity. Grants for capacity building are increasing dramatically.

What Capacity Building Is and Isn't: What SVP Is Focused on

SVP Focus: Capacity Building
Facilitate strategic plan development
Develop a plan for earned-income
Develop a fund development strategy and structure for team
Provide executive coaching support to an Investee's executive director
Provide legal expertise surrounding employment law
Negotiate new office lease
Develop strategic communication plan
Create new financial reporting system
Build web site
Set up computer network
Facilitate a Board assessment and skills evaluation Tutoring
 
Important but not SVP Focus: Traditional VolunteeringCounselling Investee clients
Staffing fund raisers
Stuffing envelopes
Selling tickets
Serving food at a soup kitchen
Painting an office
Supervising a children's day camp
 

top

Home | Become a Partner | About SVP Calgary | News & Events | Resources | Become an Investee | Contact Us | Just for Partners

Copyright 2006. All rights reserved.
Site design donated in part by DDW