From Our Executive Director - Jean Hart



(From the September 2005 Newsletter)

"The fish is the last to know it swims in the water." -- Chinese proverb

This haiku-like proverb is a lovely way of saying it is hard to see what is going on when one is in the middle of it. Change can often only be seen in hindsight.

Philanthropic habits are clearly changing. It was not long ago, perhaps a generation, when giving at the office constituted the extent of many people's philanthropy. Today, traditional ideas of philanthropy are being questioned and ways to improve and reinvent giving are being explored informally and formally. Choices for every type of gift and giver are out there. Numerous books, reports and articles have been written on this topic. Recently a friend sent a link to The Future of Philanthropy, addressing these "seeds of change." New patterns of behavior were compared to old. I'd like to pass these on as food for thought. I think you may recognize the origins of Social Venture Partners.

Old Habits of Giving / New Ways to Consider
Late in life / Give throughout life
Foundations as key institution / Foundations are one form
Social benefits come from nonprofits / Social benefits come from any sector
Philanthropy corrects for the market / Philanthropy connects to the market
Older, white, male dominated / Diverse leadership
Focus on one's community / Focus on home and global problems
General giving goals / Specific goals
Donors make gifts / Donors make investments
Money is the resource, grants are tools / Influence is resource, money is tool
Donors are moved from recipient / Donors are engaged
Donors content to do good / Donors assess impact
Donors learn from their own work / Donors learn and share their results

Sound familiar? SVPP is one model for "new ways" to give. We collaborate, pool our resources, share our results, use our influence, engage with our investees, measure our impact and strive for diversity in our membership and leadership. One comment in this lengthy report that resonated with me is the following: "In the new ecology, it may make as much sense to identify a useful network and join or incubate it as to seek a distinctive niche and occupy it". We at SVPP agree!

Welcome New Partners

Tony L. Hopson Sr. and Ellison C. Morgan - Tony is the President and CEO of Self Enhancement, Inc., an organization he founded in 1981 to improve the collegiate and employment opportunities for high school students. Since then, SEI has expanded to serve more than 2000 students a year in various programs and has been recognized with awards such as the Oregon Award for Public Service and named a "Point of Light" by President George Bush, Sr. SEI was also instrumental in raising funds for the construction of the Center for Self Enhancement. The center offers a variety of activities and services for youth and families in inner-Portland and is quickly becoming a hub of the community.

Tony is a very active volunteer and leader in the Portland community and he is especially involved with groups representing the interests and needs of young people. He is a director on the U.S. Bank Corporate Advisory Board, is a Willamette University Trustee, he serves on the Providence Health System Governing Council, is a member of the Portland Public Schools Foundation, he is the chair of the Northeast Rescue Plan Action Committee (NERPAC) and he is a founding member of the Overtown Youth Center (Miami) Board of Directors. Tony has been widely recognized for his activism and community leadership and has received numerous awards for his efforts.

Tony is a native of Portland and resides in the Northeast community. He graduated from Portland's Jefferson High School in 1972. He went on to graduate from Willamette University with B.A. degrees in Psychology and Sociology and a teaching certificate in 1977. That same year he earned a counseling certificate from Portland State University. In 1991 he received an Honorary Doctorate in Public Service from Willamette University. From 1977 to 1985, Tony taught, counseled and coached for Portland Public Schools. Tony is the father of three sons. In his spare time he enjoys music, travel and water sports.

Elli is currently Chairman and CEO of 2030 Investors, L.L.C., a family Investment company based in Portland, Oregon. Elli co-founded M Financial Group and M Life Insurance Company in 1978, a national marketing and reinsurance organization with 105 offices. This organization specializes in executive compensation planning as well as estate and business continuity planning for business owners and high net worth individuals. In 1996, he retired as President and CEO of M Financial Group. Elli was also founder of Management Compensation Group, Northwest and its predecessor, Resource Management Consultants. He served as President and CEO from 1963 through 1985.

Elli serves on the boards of American Industries, Self Enhancement. Inc. (SEI), Become X and House of Umoja. He is a member of the World Presidents' Organization and past Chairman of Oregon's Young Presidents Organization. Elli resides in Portland.

SVPP 2005 Investments


C.A.S.H. - "Creating Assets, Savings and Hope"

(From the September 2004 Newsletter)

This new SVPP project is a community partnership that promotes financial stability for low-income families in the Tri-County area by expanding the use of low-income tax credits. CASH will encourage eligible families to apply for low-income tax credits and provide free tax return preparation services. CASH will encourage the wise use of the tax credits by promoting financial literacy and savings programs.

The Earned Income Tax Credit (EITC) provides tax credits to low-income working individuals and families. The credit is nominal to families without children and scales up to over $4,000 for families with two or more children. Approximately $75 million of EITC go unclaimed each year in Oregon, with about half that amount in the Tri-County area. That dollar amount does not include the Oregon earned income tax credit or child dependent care and other credits. EITC and other credits puts badly needed dollars into the pockets of hard-working, deserving working families.

CASH wants to make sure that every individual and family eligible for the EITC receives the credits to which they are entitled. CASH will do so with outreach programs geared to educate people on the availability of the EITC. These programs will target locations with concentrations of low-income families such as employers, churches and social service agencies. CASH will help coordinate free tax preparation services to be delivered at workplaces, churches and public locations such as banks. Finally, CASH will promote financial literacy and encourage savings for home ownership and education.

A major recent accomplishment was selecting CASH's first Executive Director, Jim Harper. Jim formerly served as the VP of Administration for Arras/Morrison Child and Family Services and previously established a school-to-career program for Multnomah County. These positions followed a successful career in HR and manufacturing management positions with Wacker Siltronic and Tektronix. CASH is an opportunity for Jim to continue giving to the community and working to improve the lives of low-income working families. CASH is fortunate to have someone with Jim's organization skills and passion for helping at-risk children.

CASH is perfectly suited for SVPP's focus on helping at-risk children. The overwhelming majority of the EITC goes to low-income working families with children. As CASH gets organized over the coming months, there will be numerous opportunities for partner volunteer participation, including:

• Recruiting employers, churches and social services organizations to help serve as distribution channels for CASH's projects
• Coordinating recruiting and training tax preparers
• Coordinating tax preparation events
• Working with civic leaders - both elected officials and staff
• Development work to raise funds for CASH's operations

If you have an interest in joining the SVPP team supporting CASH, please contact the CASH project leader, Joel Kaplan, at 503.221.1287 or email Joel Kaplan.


PEP - "Parental Engagement Program" 

This exciting program gives SVPP the opportunity to get directly involved with public schools by forming partnerships with two Portland elementary schools: Clark and Kelly Elementary Schools. The program will focus on building stronger parental involvement in these schools.

About the schools: Both Clark and Kelly Elementary are Title 1 Schools located in SE Portland. A significant majority of the students at each school qualify for free lunch and breakfast. Both also have a significant (over 35%) minority population, spread amongst many different immigrant groups. Both are headed by terrific leaders, Christine Anderud (Clark) and John Horn (Kelly), both of them are very motivated to improve student performance and reduce the achievement gap. Clark Elementary was recently awarded a Blazer award by Portland Schools Foundation for the second year in a row in recognition of their school improvement efforts. Kelly Elementary is a SUN school and John has already marshaled a number of funding sources and partnerships to build stronger community support.

About the partnership with SVPP: A lot of research supports the fact that kids' achievement is heavily correlated with parental engagement and involvement in their child's education. But high poverty schools struggle to find ways to create strong parent communities, for many reasons.
SVPP's goal is to provide funding and volunteer power to help build a strong community of engaged parents at each school. Another SVPP goal is to define a model for community building that can be replicated and sustained across a large number of schools. The specific elements of the program include:
• Creation of a School Advisory Council at each school comprised of the principal, teachers, parents, and community members such as SVPP. The Advisory Council will work with the principal on strategies to build community partnerships to facilitate school improvement. The focus is also on building a core group of committed parents who gradually can form the basis of an active PTA and Site Council at each school.
• Sponsorship and coordination of a range of outreach activities and events to draw parents into the school.

Progress to date: Now that the 2005-2006 school year is about to begin, the PEP team has had meetings with each school to start planning the PEP-related activities and identifying volunteer opportunities for SVPP partners. Kelly has hired a dedicated coordinator which will be managing PEP and providing focus for the program. At Clark, the PEP activities will be managed with existing resources.

Volunteer opportunities:
1 - School Advisory Council: PEP needs two SVPP partners to sit on the School Advisory Board for each school. This will involve a monthly meeting with the principal, relevant staff and a small group of parents. Time commitment will be roughly 3-4 hours per month including meeting time. The role of SVPP on the School Advisory Board will be to act as an objective outside voice providing input to the creation of a school improvement plan, and possibly assisting in identifying potential sources of revenue or support from the community and helping with grant writing activities. SVPP's role is primarily to provide the principals with sound judgment, thoughtful advice, knowledge of the business community and a network to possible other partnerships. This will be a very rewarding volunteer experience for someone who is interested in establishing a meaningful relationship with a school community.

2 - Support of specific school events: Throughout the year each school will be organizing various events for parents and families in their school community. PEP will be looking for volunteers on an as-needed basis to support these events. This will require 2-3 hours on a one-off basis and will likely involve such activities as help in designing marketing materials for the event, staffing the door, administrative support, assisting with literacy events for the children of parents attending the event, etc. PEP would like to create a list of interested SVPP partners who can be called upon on an infrequent basis to help with these events.

3 - SMART program: Many SVPP partners have been involved in the SMART program as volunteer readers in the past. One way to support your investment in these schools is to request Kelly or Clark Elementary as your SMART school this year. This will provide partners a chance to interact directly with kids and teachers in the schools we supported by PEP. PEP encourages partners who are already or are interested in becoming SMART volunteers to get in touch with the SMART organization in the next month and request to volunteer at these two schools this year.

The PEP team will be reaching out to a subset of partners over the next weeks who have already indicated some interest. But there are still lots of spots to fill, so please get in touch if you are interested in getting more involved. The School Advisory Boards will be kicking off in early September so the goal is to get the SVPP advisors named within the next month.

SVPP News





(From the September 2004 Newsletter)

SVPP Holds Summer Barbecue

SVPP held its annual summer event at the home of Rance and Allison Gregory. Partners enjoyed a delicious barbecue and gave them an opportunity to socialize and enjoy Oregon's wonderful summer weather. Many thanks to Rance and Allison for hosting this event and for their great hospitality.

SVPP Moves to New Quarters

As previously announced, the move of SVPP's office from downtown Portland to the River Park Center, on the east side of the Sellwood bridge, was successfully completed. The new location provides improved services and free parking. The new address is 205 SE Spokane Street, Suite 329. The phone number remains the same, 503-222-0114. Please stop by and see SVPP's new office.

PSU Dean will Speak at SVPP's September Meeting

Larry Wallack, Dean of Portland State University's College of Urban and Public Affairs, will be the keynote speaker at SVPP's September 21 meeting. Dr. Wallack will speak to SVPP about his approach to solving social problems. In a recent commencement address to graduate students at PSU he challenged the departing students and their families and friends to reconsider the ways in which communities are responding to social ills. He calls this the "upstream approach" vs. the "downstream approach" to problem solving.

From 1999 to 2004, Dr. Wallack was Professor and Director of the School of Community Health at PSU. He is also Emeritus Professor of Public Health, University of California, Berkeley and was a founding senior fellow and first President of the Rockridge Institute, a California-based think tank. He was the founding director of the Prevention Research Center (1983-86), the first federally funded national alcohol research center with a primary emphasis on prevention. From 1986 to 1995 he was the principal investigator for the California site of the Community Intervention Trial to Reduce Smoking (COMMIT). This project funded by the National Cancer Institute was the largest randomized community trial ever developed for the prevention of smoking.