social venture partners calgary 2002/03 annual report...

26
Planting the seed The seeds we planted for Social Venture Partners Calgary three years ago are beginning to take root. While there are definitely things we need to improve upon, we have an impressive and growing list of successes. Most importantly, we’re definitely making an impact on the lives of our Partners and our Investees. Our partnership remains stable at over 60 Partners, which translates to over 100 people directly involved. A huge vote of confidence in SVP Calgary was witnessed this year, when the majority of Partners renewed beyond their two-year minimum commitment. The way we work with Investees has matured, and we’re getting more rigorous about setting objectives and working to meet them in a structured way. To ensure that our Partners’ resources meet the needs of our Investees, we decided this year to slow down our grant cycle to one cycle per year. We’ve recently welcomed a new Program Manager, Cammie Kaulback, who is already making a difference in the work we do. Our thanks to Diane Robinson for getting us off the ground. We wish the best to both of the Executive Directors of our founding Investees who are off pursuing new paths. Lorraine Melchior retired in September from Calgary Urban Project Society, and Pamela Scott is leaving Calgary Community Support for Young Parents for a new position. We’ve now invested over $600,000 in eight Investees. Over 60% of our Partners are actively involved, contributing thousands of hours. And as you’ll see from some of the stories in our annual report, our progress is being noted by many. Thanks for your involvement. Brad Zumwalt Chair and Founder Social Venture Partners Calgary Social Venture Partners Calgary 2002/03 Annual Report 34

Upload: others

Post on 25-Jun-2020

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Planting the seed

The seeds we planted for Social Venture Partners Calgary three yearsago are beginning to take root. While there are definitely things weneed to improve upon, we have an impressive and growing list ofsuccesses. Most importantly, we’re definitely making an impact onthe lives of our Partners and our Investees.

Our partnership remains stable at over 60 Partners, which translatesto over 100 people directly involved. A huge vote of confidence inSVP Calgary was witnessed this year, when the majority of Partnersrenewed beyond their two-year minimum commitment.

The way we work with Investees has matured, and we’re gettingmore rigorous about setting objectives and working to meet them ina structured way. To ensure that our Partners’ resources meet theneeds of our Investees, we decided this year to slow down our grantcycle to one cycle per year.

We’ve recently welcomed a new Program Manager, Cammie Kaulback,who is already making a difference in the work we do. Our thanks toDiane Robinson for getting us off the ground.

We wish the best to both of the Executive Directors of our foundingInvestees who are off pursuing new paths. Lorraine Melchior retiredin September from Calgary Urban Project Society, and Pamela Scottis leaving Calgary Community Support for Young Parents for anew position.

We’ve now invested over $600,000 in eight Investees. Over 60% ofour Partners are actively involved, contributing thousands of hours.And as you’ll see from some of the stories in our annual report,our progress is being noted by many. Thanks for your involvement.

Brad ZumwaltChair and FounderSocial Venture Partners Calgary

Social Venture Partners Calgary2002/03 Annual Report34

Page 2: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

A new approachSocial Venture Partners Calgary is on a mission to catalyze

significant, long-term positive social change in the

community through a unique approach. We are not only

increasing the capacity of our Investees by investing the

money, resources and time of our Partners, but we are

working to educate our Partners to become well-informed,

effective and engaged philanthropists.

Seeds of change34

Page 3: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

“The best thing about SVP Calgary has been

observing the light bulbs go on in people's

heads. We've seen Partners realize that

their actions can actually make the

world a better place.”

– Dawn Loucks, Partner

Page 4: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Royalty takes noteSVP Calgary continues to get confirmation of the importance of its work. HerExcellency, the Right Honourable Adrienne Clarkson, Governor General of Canada,and His Excellency John Ralston Saul, requested a visit in March with a fewSVP Calgary Partners to better understand our model. As part of their SVP experience,they also met with CUPS and Calgary Bridge.

Their Excellencies had heard about us and wanted to better understand our thoughtson how to improve civic engagement. In particular, they were interested to hear fromPartners of SVP Calgary about ways to get new people involved in philanthropy andtheir communities and what the issues are in our community.

It was quite an experience, and the benefits are continuing – the Governor Generalhas mentioned SVP Calgary in speeches since her visit, and her office has ongoingcontact with us. We recognized the interest of their Excellencies by making themHonourary Partners of SVP Calgary.

All eyes on Calgary 34

SVP Calgary Partners Krystyna Williamson (left) andMitch Putnam (right), greet Their Excellencies.

Page 5: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Power of SVP soars at International conferenceWith 1800 Partners, 23 affiliates and $9 million U.S. invested in 120 Investees,Social Venture Partners has become quite a force in the world of philanthropy.Our learning and work is hardly done, and that’s exactly what attendees ofSVP International’s third annual conference got together to discuss in CalgaryMay 30 to June 1.

There were 136 attendees from across North America at the seminars andworkshops led by Partners and staff over the three-day event. Noted philanthropistTracy Gary shared her life’s work inspiring philanthropists, and Boston College’sSocial Welfare Research Institute’s Paul Schervish provided insight into his latestresearch on wealth transfer and what motivates the wealthy. A highlight was theparticipation of Paul Brainerd, founder and former president of Aldus Corporation,and the founder of the SVP model. He participated throughout the conferenceand joined a panel with Brad Zumwalt discussing why he decided to invest in theSVP model.

Serious work wasn’t the only thing on the agenda, though. Attendees got toexperience Heritage Park and Banff.

Mark your calendars for the next SVP International conference, to be held inSan Francisco, October 1 - 2, 2004. The location and timing is set to follow theVenture Philanthropy Summit, a gathering of venture philanthropy groups, includingSVP, from September 30 - October 1.

We would like to recognize the sponsors of the conference: Ambush AdvertisingGroup, BMO Harris Private Banking, Ernst & Young, RBC Investments, SundogPrinting, The Calgary Foundation and The Kahanoff Foundation.

If you would like to see the minutes of the various sessions, they are available atwww.svpi.org. Ask Cammie Kaulback (266-5305 or [email protected]) forthe details on how to log on to the private Affiliate Zone.

Special event 34

Page 6: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

In June, Calgary lost one of its visionaries, and so too did Social VenturePartners Calgary.

Philanthropist John R. (Jack) MacKenzie was a quiet, distinguished man withtremendous integrity. While his philanthropic efforts have mostly been ‘underthe radar’, you can bet that his influence never was.

While in Phoenix, MacKenzie read about SVP’s start-up in Seattle. Anexperienced philanthropist, he immediately saw the benefit of the venturephilanthropy approach. He encouraged The Calgary Foundation to look intothe model and to start an SVP in Calgary. At the same time, Brad and TanyaZumwalt were exploring SVP Calgary’s start-up. With MacKenzie’s seal ofapproval and funding from his Marigold Foundation, SVP Calgary had thesupport it needed to get off the ground.

MacKenzie also helped initiate SVP Arizona where he and his wife Sheilawere founding partners.

Plans are underway to recognize MacKenzie’s contributions through anannual award given at the SVP International conference. The award willrecognize the SVP Partner who best illustrates MacKenzie’s vision forstrategic and impactful philanthropy.

Our condolences to everyone in the MacKenzie family and fellow PartnersDon and Karen MacKenzie in the loss of their father and father-in-law.

Tribute to Jack MacKenzie1919 - 200334

Page 7: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

“Jack MacKenzie was an outstanding teacher

and human being. His approach to strategic

philanthropy was deeply inspirational. If each

one of us gave even 10% of what Jack

contributed in thought and energy to

making this city a better place, how truly

wonderful it would be for all.”

– Brad Zumwalt

Page 8: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Rating ourselves:Organizational Capacity Assessment Tool

How is SVP Calgary doing? As is typical of volunteer-driven organizations, we are great in some areas,and not so great in others. That was the consensus at SVP Calgary’s annual strategic planning session.Board members, Lead Partners, committee members and Partners attended the one-day event April 3.

We rated ourselves in eight key areas using our own Organizational Capacity Assessment tool we useto evaluate our Investees. As you can see, there’s work to be done, and the discussions held at thestrategic planning session will be used to drive Board objectives and committee work.

Honest review: Strategic planning session 34

Vision, Mission, Strategy, Goals, Values B+

Information Technology F

Physical Infrastructure A

External Relations, Marketing, Partnership Policy Infrastructure A

Fund and Revenue Development A

Finance, Legal and Planning B

Staff Relations, Partner Relations, Partner Engagement F

Board Governance, Organizational Structure C+

Outcome Evaluation and Performance Evaluation D

Page 9: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

“If I ever had to go through our SVPCalgary hiring process, I would neverhave gotten a job anywhere,” laughsSVP Calgary partner Ted Alexander,explaining the absolute rigour theselection committee used in hiring ournew Program Manager.

For someone who is now retired butenjoyed tremendous career success,that’s saying something about theprocess which committee co-chairsGlenn Street and Lee KavanaughWaterman put together.

“To be responsible to the partnership,we wanted a very tight process,” saysLee. “Program Manager is our only

staff person, so there was a lot of pressure to make sure we had a rigorous processthat would find the best person. When Camilla Kaulback came along, I knew theprocess was working!” shares Lee.

“Her experience with the Separate School Board, putting schools and businessestogether, was very similar to the work we needed here at SVP Calgary,” said Glenn.

‘Cammie’ Kaulback started in June part time, and began full time in July. Her firstpriority: meeting every single Partner.

“I want to make sure Partners feel connected to SVP Calgary,” says Cammie. “You’vestarted something precious here. I hope to work with every Partner to help find theirown unique way to be involved and realize the impact of their work in the community.”

Cammie says she had long been interested in engaged philanthropy. When the SVPCalgary job came up, she knew it would be a unique opportunity to work with agroup of special people and support a number of not-for-profits.

“I was impressed with how serious the hiring committee was about finding the rightperson for the job,” shares Cammie. “Their thoroughness encouraged me to continuepursuing the job and the offer of employment was delivered with such enthusiasmthat I knew they were really interested in having me come aboard.”

Cammie has returned to the workforce after a maternity leave, and work placeflexibility was critical, something our organization supports. A lawyer by training,Cammie transitioned her career to the Separate School Board where in one of herroles she initiated and managed a partnership program between schools and thebusiness community.

Fresh face, fresh perspectives 34

Cammie Kaulback

Page 10: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Eight Investees and growingOur modest beginnings in November 2000 have translated

to significant support in the charitable community. We have

now made 16 investments in our eight not-for-profits

totalling over $600,000 and thousands of volunteer hours.

Our relationships with these Investees are maturing, and

together we’re strengthening organizational capacity and

influencing positive social change.

Beginning to blossom34

Page 11: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

“Not-for-profits desperately need the

longer-term, sustainability-focused support

offered by SVP Calgary to help them maximize

their ability to address community needs.

The engaged philanthropy as practiced by

SVP Calgary is helping our agency to be more

effective and more efficient as an

agent of social change.”

– Pamela Scott, Calgary Community Supportfor Young Parents

Page 12: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Calgary Bridge Foundation for Youth

Investee since June 2002The Calgary Bridge Foundation for Youth is an organization committed to assisting new immigrant youthto overcome language and cultural barriers that may restrict their access and contribution to society,and to offer them a secure environment in which to develop cross-cultural understanding.

SVP Calgary’s area of support

Planned: The Social Venture Partners Calgary grant supported the expansion of the Elementary LifeSkills After-School Program, which assists recent immigrant and refugee children ages 5 - 12 yearswith essential life skills to facilitate their integration into, and participation in, school and society.

Accomplished: Thanks to SVP Calgary support, the program runs in seven schools and last year had225 participants from 25 countries. Outcome measurements are in their final design phase. Our fundssupported the hiring of a part-time administrator, and Partners assisted with the organization’s majorfund raising event.

The Future: SVP Calgary’s upcoming focus will be to establish the Elementary program sufficiently toseek alternate funding, develop a stronger volunteer base and program, a Web site and assist with areview of fund raising strategies.

SVP Calgary Lead Partner: ..................................................Krystyna Williamson ............................289-1847

Bridge Executive Director: ..................................................Harry Yee ................................................230-7745

Total Financial Investment to Date: ......................................................................................................$60,000

Page 13: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Calgary Community Support for Young Parents

Investee since June 2001Calgary Community Support for Young Parents enhances the future for children by providing support andeducation to young families. These families have one or more children under the age of three and arefaced with the challenges of poverty, lack of education, single-parent status and/or social isolation.Believing in early intervention, this not-for-profit is committed to taking a proactive approach to limitingthe abuse and neglect of children.

SVP Calgary’s area of support

Planned: SVP Calgary’s initial support allowed the organization to expand its Parenting Consultant Program.

Accomplished: This past year, our dollars supported the funding of a senior staff member to free uptime for the Executive Director, who with SVP Calgary Partner support, focused on investigating andassessing a social enterprise and working on a potential merger. Two Partners continue to directlysupport families in the community by being Volunteer Parenting Consultants. Other Partners volunteeredto provide support with human resources, board governance, marketing, technology/infrastructure,mission/strategy and social enterprise.

CCSYP hopes to finalize a merger by the end of 2003. SVP Calgary contributed to merger discussionsand assisted with the naming of the new organization.

The Future: Once the merger is completed, one of SVP Calgary’s focuses will be continuing work onsocial enterprise.

SVP Calgary Lead Partner: ..................................................Ruth Capindale........................................256-4050

CCSYP Interim Executive Director: ..................................Michelle Bickley ......................................253-8125

Total Financial Investment to Date: ....................................................................................................$145,000

Page 14: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Calgary Reads Society

Investee since January 2002An early literacy initiative, Calgary Reads Society provides literacy support to children in a school setting.The program matches a caring volunteer with a child in grades one or two who is experiencing difficultylearning to read. With literacy, children gain confidence, self-esteem and hope. Early intervention iskey – a child’s reading level at the end of grade three is the best predictor of school success.Reading problems have been linked to emotional problems, school dropout and criminal behaviour.

SVP Calgary’s area of support

Planned: To enable Calgary Reads to recruit more volunteer reading tutors, SVP Calgary’s fundssupported the hire of a community relations manager and the implementation of a marketing plan.

Accomplished: SVP Calgary Partners have been recruited to be tutors as well as provide support withfund raising events, the donation of office equipment and furniture, producing presentations and contactdatabases.

The Future: Calgary Reads is just scratching the surface in providing tutors to struggling readers.SVP Calgary can assist by helping the organization recruit more tutors and supporting fund raising andother awareness initiatives.

SVP Calgary Lead Partner: ..................................................Michele Dauphinee ..............................220-9237

Calgary Reads Volunteer Board Chair: ..........................Lynda Tutty..............................................210-2245

Total Financial Investment to Date: ......................................................................................................$40,000

Page 15: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Calgary Urban Project Society’sOne World Child Development Centre

Investee since June 2001Calgary Urban Project Society (CUPS) serves the socially and economically marginalized people who turnto them for assistance. Their One World Child Development Centre is a comprehensive licensed day care,nursery and kindergarten facility for children of parents who live in poverty and who may be homeless.

SVP Calgary’s area of support

Planned: SVP Calgary joined in the excitement as One World’s new home and permanent facility openedin March. Partners assisted in many facets of making it a reality.

Accomplished: Our contributions included board governance counsel, membership on the evaluationand education committees, finding a donor to pay for speech and language assessment tools,conducting speech and language assessments, working with instructors to produce newsletters,recruiting an educational psychologist to assess children, helping with CUPS' major fund raising eventand the capital campaign and communication. One of our Partner's firms also provided supplies andfresh fruits and vegetables.

The Future: SVP Calgary is working with CUPS to assess their organizational capacity as it relates toOne World, and will be developing new priorities for One World and SVP Calgary.

SVP Calgary Lead Partner: ..................................................Terri Adair................................................264-4002

CUPS Executive Director: ....................................................Carlene Donnelly ..................................221-8782

Total Financial Investment to Date: ......................................................................................................$90,000

Page 16: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Friends of Seniors Foundation

Investee since March 2003Friends of Seniors’ mission is to foster friendship between youths and seniors through visits andactivities. Youths 12 to 18 years of age in both school systems are matched with seniors aged 54 to104 in care centres and Alzheimer facilities throughout Calgary. Students come from all quadrants of thecity, all walks of life, from all academic achievement levels.

SVP Calgary’s area of support

Planned: SVP Calgary has held several planning sessions with this new Investee to determine how wecan best support this growing organization. With a dedicated Partner team, including Kerry Brown,Melissa Best, Barbara Markman and lead Matt Aufricht, this team will focus on ensuring our contributiontowards marketing, media relations and business model expansion is well spent and supported byPartner expertise.

The Future: A number of ideas to support Friends of Seniors with their strategic plan arebeing evaluated.

SVP Calgary Lead Partner: ..................................................Matt Aufricht ..........................................249-9782

Friends of Seniors Foundation Executive Director: ......Brenda Wood ..........................................249-0853

Total Financial Investment to Date: ......................................................................................................$45,000

Page 17: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Servants Anonymous Society of Calgary

Investee since June 2002Servants Anonymous Society of Calgary assists young women aged 16-25 who are engaged in, or atrisk of becoming engaged in, prostitution, alcohol/drug addictions, or other forms of abuse. Their missionis to provide programs, ongoing support, hope and wholeness to female youth that have been victims ofsexual exploitation.

SVP Calgary’s area of support

Planned: SVP Calgary’s grant supports staff salaries, and Partners contribute services and supportthroughout the organization.

Accomplished: Partners were involved in providing guidance in human resources, social enterprise,legal, real estate, information technology, database and communication materials.

The Future: As SAS continues to operate and grow, so too are its needs for guidance. Partner involvementwould be appreciated in social enterprise, human resources, communication and legal.

SVP Calgary Lead Partner: ..................................................Dawn Loucks..........................................277-2090

Servants Development Coordinator: ................................Gary Kauk ..............................................205-5542

Total Financial Investment to Date: ....................................................................................................$100,000

Page 18: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

The Hera Society

Investee since January 2002Providing therapeutic programming for adolescent girls at risk, The Hera Society strives to provide allnecessary professional services and support to help young girls and their families who are experiencingdifficulties and are in crisis. Hera provides services to adolescent girls aged 14 - 17 who are deemed tobe at-risk of street activity (prostitution and drugs).

SVP Calgary’s area of support

Planned: The focus of SVP Calgary’s support this year was truly foundation building, in the areas oftechnology, database and fund development.

Accomplished: Grant funds supported a new staff position dedicated to fund development and thepurchase of computer equipment. The Technology committee completed a needs assessment andprovided significant support throughout the organization. With fund development a major focus,much of the counsel by Partners was in this area. Other counsel was in administration, communication,board governance and direct counsel to Hera clients on financial planning.

The Future: Support will now shift to larger organizational issues and SVP Calgary will be asked toprovide assistance with strategic planning. Technology support will continue as a need.

SVP Calgary Lead Partner: ........................................Brad Zumwalt ................................266-5903

Hera Executive Director: ............................................Sorya Saliba ............................777-6990 x26

Total Financial Investment to Date: ....................................................................................$28,000

Page 19: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

T.E.A.M. Leadership Program, a partnership of theDevelopmental Disabilities Resource Centre and LordBeaverbrook Senior High School

Investee since March 2003The Lord Beaverbrook T.E.A.M. (Together Everyone Achieves More) Leadership Program is a largelystudent directed program that builds the capacity of students with leadership potential, and reducessocial isolation. By facilitating involvement in self-determined and community-based projects,student participants affect positive social change in the school and the community.

SVP Calgary’s area of support

Planned: SVP Calgary invested in T.E.A.M. to enable the development of a teen book on depressionand a health program for boys. Support through counsel in the development of sustainable funding,expansion of the T.E.A.M. program beyond one school and mentoring was also planned.

Accomplished: T.E.A.M. has already accomplished a major milestone by receiving approval to becomean accredited program for post-secondary entrance. This means the program is ready for expansion.

The Future: While our funding got the projects off the ground, SVP Calgary can assist in making thedepression book a reality, by providing further funds for this initiative and professional psychiatricguidance to review and direct the book. With this project and the boys health program, assistancewith graphics, publishing and distribution will also be required.

SVP Calgary Lead Partner: ..................................................Leah Morton ..........................................606-7230

T.E.A.M Contact – Pat Maas, Developmental Disabilities Resource Centre: ......................240-7326

Total Financial Investment to Date: ......................................................................................................$15,000

Page 20: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

2003 2002

OPENING BALANCE 175,200 155,045

INCOMEPartner ContributionsRealized Loss on Sale of Stock

274,305(561)

448,944

248,155

403,200

GRANTSCUPS-One World Child Development Centre

Calgary Community Support for Young

Parents

Calgary Reads

Calgary Bridge Foundation for Youth

Servants Anonymous

Hera

Friends of Seniors

Developmental Disabilities Resource Centre

Total Grants

44,650

45,000

15,000

104,650

30,000

50,000

40,000

30,000

50,000

28,000

228,000

CLOSING BALANCE $344,294 $175,200

FOR THE YEAR ENDED JUNE 30

Donor Advised Fund34

Page 21: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Note: The assets of the SVP Calgary Advised and Program Support funds are administered through TheCalgary Foundation. Grants and disbursements are made at the direction of the Partners of SVP Calgary.

2003 2002FOR THE YEAR ENDED JUNE 30

Program Support Fund34

OPENING BALANCE 10,556 67,658

INCOMESponsor Contributions 148,111

158,667

29,650

97,308

EXPENSESWeb Site Development and Hosting

Promotional and Fund Development

Brochures

Personnel

Office Supplies and Equipment

Office Expenses

Training, Conferences and Travel

Special Events

Marketing and Advertising

Professional Fees

Total Expenses

5,807

86,126

3,047

15,183

7,948

311

4,832

5,152

128,406

2,438

53,376

7,282

15,265

6,728

1,451

212

86,752

CLOSING BALANCE $30,261 $10,556

Page 22: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Portfolio Review Committee: Making sure ourinvestments meet expectationsThe Portfolio Review committee reviewed applications this year from six of ourInvestees: Calgary Bridge, Calgary Community Support for Young Parents, CalgaryReads, CUPS’ One World, Hera and Servants Anonymous. In all cases, funding wasextended for another year for total additional grants of $215,000.

The committee felt all were deserving of ongoing funding and volunteer support byPartners. While very disparate in their structures, target client groups and needs,all of the agencies provide a valuable service to the community they serve and thecommunity at large.

The Portfolio Review committee has also committed to working to streamline theprocess of grant renewal and capacity building within the Investees in an effort toreduce time and effort spent on non-productive paper management.

Social Enterprise: Innovating sustainabilityWhen we contribute to building the organizational capacity of our Investees,our SVP model is succeeding. And an innovative way we’re contributing to this forour Investees is through social enterprise.

Our Social Enterprise committee worked hard this past year with one of our Investees,Calgary Community Support for Young Parents, to identify opportunities for socialenterprise, write a business case for it and get it approved for further work. OtherInvestees participated in some of the discussion, and everyone benefited from asession facilitated by Richard Steckel, a well known leader in social enterprise fromthe U.S.

Technology: Moving us forwardA web of technology experts within the Partnership form the Technology committee.This group is dedicated to helping Investees help themselves in four main areas:network and software setup; fund raising and internal databases; Internet andmarketing assistance; and, software training. SVP Calgary was there, providingsupport to a number of Investees in a number of areas.

Committees support SVP Calgary 34

Page 23: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Lead Partners

Calgary Bridge Foundation for Youth – Krystyna Williamson

Calgary Community Support For Young Parents – Ruth Capindale

Calgary Reads Society – Michele Dauphinee

Calgary Urban Project Society’sOne World Child Development Centre – Terri Adair

Friends of Seniors Foundation – Matt Aufricht

Servants Anonymous Society of Calgary – Dawn Loucks

The Hera Society – Deborah Alexander, Brad Zumwalt

T.E.A.M. Leadership Program – Leah Morton

2002/03 Grant CommitteeMatt Aufricht (Chair)

Melissa BestKerry BrownJohn Huot

Sanders LeeJudy LeSourd

Shawn OvendenDean Prodan

Tanya Zumwalt

Portfolio Review CommitteeDoreen Richards (Chair)

Ted AlexanderRoger Carry

Siobhan GoguenMitch PutnamDon Rempel

Brad Zumwalt

Recruiting CommitteePatti Acheson (Chair)

Ted AlexanderKeenan CannadyPeter JohnsonTony Johnson

Lee Kavanaugh WatermanTammy Wing Brad ZumwaltTanya Zumwalt

Technology CommitteePaul Poutanen (Chair)

Sean Collins (Friend of SVP Calgary)Grant Hutchinson

Dawn LoucksJohn Mackay (Friend of SVP Calgary)

Barb MarkmanBlake SpringerBrad Zumwalt

Selection CommitteeGlenn Street (Co-Chair)

Lee Kavanaugh Waterman (Co-Chair)Patti AchesonTed AlexanderVivian Farris

Jamie Leong-HuxleyRob LeSourdBrent McLean

SVP International ConferenceJocelyn Burgener (chair)

Elizabeth CannonLynn Hoscheit

Alyson Laursen (Friend of SVP Calgary)Jamie Leong-Huxley

Miranda LubbersDoreen RichardsBrad ZumwaltTanya Zumwalt

Social Enterprise CommitteeRuth Capindale (Chair)

Drina LazarDon Rempel

Janice StrattonNaheed Nenshi (Friend of SVP Calgary)Joel Tennison (Friend of SVP Calgary)

Education CommitteeCraig Stanford (Chair)

Steve HoscheitSusan Nelson

Harvey WeingartenBrad Zumwalt

SVP Calgary Committees

Spreading support34

Page 24: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

CHAIRBrad Zumwalt

VICE CHAIRJamie Leong-Huxley

TREASURERDean Prodan

SECRETARYDoreen Richards

DIRECTORPatti Acheson

Jocelyn Burgener

Tony Johnson

Mitch Putnam

Paul Poutanen

PROGRAM MANAGER

Cammie Kaulback

ADMINISTRATOR (PART TIME)

Jane Kidd

Board of Directors

Staff

“One of the great things about SVP Calgary is

that the whole family can get involved. Our

daughter spent one week volunteering with one

of our agencies and it was a great learning

experience for her, as well as a wonderful

introduction to the rewards of volunteering.”

– Dr. Elizabeth Cannon, Partner

Page 25: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Patti Acheson and Brad Hill

Terri Adair and Don Rempel

Deborah and Ted Alexander

Peggy and Matt Aufricht

Monique Beaumont and Dean Prodan

Melissa Best

David Bissett

Leslie Bissett

Terryann and Ken Broadhurst

Kerry Brown and Hugh Williamson

Jocelyn Burgener

Elizabeth Cannon and Gerald Lachapelle

Ruth Capindale and Tony Johnson

Joanne and Roger Carry

Meredith and Pat Cashion

Carri Clarke and Reid Brodylo

Michele Dauphinee and

Keenan Cannady

Olivia and John Eddy

Connie Ellis and Mark Butler

Vivian and Jeff Farris

Siobhan and Jeff Goguen

Lynn and Steve Hoscheit

Teri and Grant Hutchinson

Alison and Darrell Jones

Lee Kavanaugh Waterman and

Stanley Waterman

Suzanne and Russ Kear

Drina Lazar

Ena and Sanders Lee

Jamie Leong-Huxley and Tim Huxley

Judy and Robert LeSourd

Dawn Loucks

Miranda Lubbers and Craig Stanford

Karen and Don MacKenzie

Brenda and Jamie Mackie

Nancy and Ron Mannix

Barbara Markman and

Harvey Weingarten

Frank Mele

Susan and John McWilliams

Leah Morton and John Huot

Susan Nelson and Gordon Case

Shawn Ovenden

Paul Poutanen

Jane and Max Perry

Ruth and Rob Peters

Mitch Putnam

Margaret and John Ramsay

Doreen Richards and Andy Crooks

Linda and David Richards

Ellie and Carter Siebens

Susie and Don Smith

Kimberly and Blake Springer

Anne Stone Johnson and Barry Johnson

Janice Stratton and Ian Robinson

Peggy and Glenn Street

Erin Thrall and Peter Johnson

Lynn and Vince Van Hyfte

Sheila Wappel-McLean and

Brent McLean

Michelle Williams and Brock Bohonos

Krystyna and Andy Williamson

Tammy Wing

Brad Zumwalt

Tanya Zumwalt

SVP Calgary Partners

Our roots34

(as of September 12, 2003)

Page 26: Social Venture Partners Calgary 2002/03 Annual Report 34socialventurepartners.org.s3.amazonaws.com/… · Social Venture Partners Calgary is on a mission to catalyze significant,

Social Venture Partners Calgary is a new model for charitable giving. Partner members invest their money, expertise and access to resources in not-for-profit organizations serving

the needs of children and education.

The return on investment for this venture philanthropy approach is Partners who are knowledgeable about the needs in our community, and positive social change.

We invite you to find out more!

Social Venture Partners Calgary2930, 715 Fifth Avenue SW

Calgary, Alberta T2P 2X6(403) 266-5305

www.svpcalgary.org

Social Venture Partners Calgary is an affiliate of Social Venture Partners International.Fifteen hundred Partners amongst 23 affiliates have invested over $10 million (U.S.)

in 125 not-for-profits.

www.svpi.org

With thanks to Ambush Advertising, Sundog Printing and Jason Leongfor the design, production and printing of this annual report.

The Partners of Social Venture Partners Calgary appreciate your support!