SVPP News

(From the December 2005 Newsletter)

Governor Kitzhaber Talks to SVPP About the Nation's Health Care System
"Resolving the crisis in our health care system requires the courage to move beyond simply defending programs and antiquated structures to a critical examination of the outdated operating system which both shapes and constrains the way in which we finance and deliver health care in America today". These were a few of the points former Governor John Kitzhaber made to SVPP partners and guests at the quarterly partner meeting held at Oregon Food Bank on November 16, 2005. Governor Kitzhaber is a national leader engaged in a wide variety of health care issues including long-term care, resource allocation and uncompensated care.

"Rising medical costs eat into corporate margins, reduce the capacity of firms to grow and compromise competitiveness in the global economy. They slow the rate of job growth, suppress wage increases for existing workers and foster labor disputes and lost productivity". Governor Kitzhaber said there is no larger problem facing our country today than the U.S. health care system and its dependence on forty year old demographics.

The speech was stimulating and thought-provoking, and generated a number of insightful questions from the audience.

Dean of PSU College of Urban and Public Affairs Speaks to SVPP
As part of SVPP's continuing education and work with community leaders, Dr. Lawrence Wallack spoke to partners and guests at the September 15, 2005 Partner Meeting. From 1999 to 2004 he was Professor and Director, School of Community Health, at PSU. He is also Emeritus Professor of Public Health, University of California, Berkeley . Dr. Wallack has many awards to his credit and is the author of numerous books and articles on the Media and Public Health.

His topic for this talk was "Going Upstream". He described the state of health in our country and compared it to others and outlined the gap between the haves and have-nots and the impact on our society. "Social inequality is not only bad for health, it is bad for the education system, bad for civic participation, bad for democracy, bad for the very things that we need to be a successful society". Greed, Amatai Etzioni the sociologist has said, "may be good for the economy, but it is bad for the society".

Dr. Wallack used stories to illustrate how we must make progress and laid out four points to fundamentally get ahead of problems and tap a deeper spiritual connection -- how to develop an "upstream vision". The talk was very well received and a lively question and answer session followed.

Social Venture Partners Portland gets Tax Exempt Status
Since SVPP's beginning in 2001, the Oregon Community Foundation has been SVPP's fiduciary agent receiving contributions and donations on behalf of SVPP as a Donor Advised Fund. This worked very well and SVPP is grateful for OCF's support over the years. With the organization's growth came the need for greater financial independence and flexibility than community foundations can normally accomodate. In March of 2005, with the help of board member David Smith and partner Joel Kaplan, a partner with Foster, Pepper, Tooze, SVPP filed the appropriate documents with the Department of Treasury. The approval came in early November and SVPP has officially received 501(c)(3) status. New procedures for receiving donations will be completed by the end of the year. Until then, any grants and donations to SVPP during this quarter need to go through OCF as usual. The new policies and procedures will be communicated in the beginning of the year.

The SVP Network Meets in Phoenix for Annual Meeting
Every year SVPI organizes a conference that allows all the SVP affiliates (there are 23 in North America) to get together for three days to discuss a wide variety of topics of common interest. This year the conference was held in Phoenix, AZ, from October 27th through October 29th and five representatives from SVPP were in attendance. Among the many topics covered were the organization's direction, recruiting, on-line tools for membership tracking and internal communications, and recognition of significant projects from the SVP network. The program also included two excellent keynote speakers with extensive direct philanthropic experience: Bill Gates Sr., head of The Gates Foundation and Jerry Hirsch, founder of SVP Arizona and The Lodestar Foundation. Both speakers delivered very effective summaries of their efforts which had a strong motivational effect on the participants to continue to pursue their philanthropic goals.

SVPP Survey Results
In September, SVPP conducted a brief survey to get partner feedback on their SVPP experience. Here is a brief summary of the results:
• Philanthropy is primary motivation for joining SVPP
• Volunteering opportunities are second most important reason
• People enjoy the partners and think networking is important
• E-mail communication is effective for newsletters, announcements, etc.

The survey also highlighted the need to make volunteering simpler. Many said volunteerism is as important as our investments. Many also said "you get out of an organization such as SVPP exactly what you put in".

Thanks to all the partners that participated in the recent survey.

From Our Investees - Second Kids Cafe Now Open & CASH in the News



(From the December 2005 Newsletter)





Second Kids Café Now Open
In an effort to take a bite out of hunger in Portland, one dozen local businesses and foundations including SVPP have contributed more than $200,000 in monetary support, services and equipment to open the Kids Café eatery at the Blazers Boys and Girls Club in Northeast Portland. The facility celebrated its grand opening in late September and now feeds hungry children in Northeast Portland.

Kids Café is a children's food program designed to reduce child hunger and educate children about nutrition and exercise. The Blazers Club Kids Café provides after-school meals to as many as four hundred children a day. For many kids, these are the only full meals they receive in the day.

A Kids Café at the Wattles Boys and Girls Club in southeast Portland opened in July 2004, and a third Kids Café at the Hillsboro Boys and Girls Club is scheduled to open in 2006, at such time as additional funding has been secured.

CASH in the News
The November 7th edition of The Oregonian had an article that highlighted the impact that CASH can have in the community citing a specific example of an individual who was able to buy a home after learning that she could file for Earned Income Tax Credit from the federal government. It is estimated that $33 million in annual Earned Income Tax Credits are going unclaimed in Multnomah, Clackamas and Washington counties. Around Oregon, the number is more like $75 million a year. Quoting Jim Harper, Executive Director of CASH, "that's a lot of money to leave on the table." CASH's mission is to put more money into the hands of people who need it. But it also intends to teach low-income people how to repair their credit, build a savings account and develop better spending habits, so they don't have to depend on car title or payday-loan offers, which tend to have extremely high interest rates.

From Our Investees - SVPP 2005 Investments Under Way

(From the December 2005 Newsletter)

CASH (Creating Assets, Savings, and Hope) - CASH seeks to help low-income families take advantage of state and federal income tax credits and build solid financial futures through savings, credit repair and financial literacy programs. SVPP's objective is to evolve the current loosely-organized Oregon Tax Credit Coalition into a self-sustaining organization with professional staff and strong community and government support.
Accomplishments:
- Executive Director hired and on-board as of August ‘05.
- A "Pilot" tax preparation session was held on November 5th, over 20 returns were filed for low-income families and over $25K in refunds were secured. Tax and financial counseling was also provided.
- One "super site" was secured for tax preparations in Q1 '06, several others sites are under discussion.
- Two grants were secured for over $100K and several others are pending for program funding.

If you have any questions or are interested in volunteering, please contact the CASH project leader Joel Kaplan.

PEP (Parental Engagement Program) - PEP is focused on creating a sustainable partnership model to improve elementary school performance at low-income schools through collaboration of businesses, community groups, parents and school leaders. SVPP's objective is to provide funding and volunteer power to build a strong community of engaged parents at the Kelly and Clark elementary schools of SE Portland.
Accomplishments:
- The PEP Coordinator at Kelly Elementary was hired and she has begun building relationships with parents with very positive results. The Kelly School Advisory Board has been formed and the first meeting was held in late November.
- The first Parents as Partners for Reading Excellence workshop was held at Clark Elementary. The Clark School Advisory Board met for the first time in November.

From Our Investees - SVPP Investments Reaching Graduation

(From the December 2005 Newsletter)

In the period between 2001 and 2003, SVPP funded five programs which have either reached graduation (i.e., completion) or will be graduating soon. SVPP invested $622,000 in these projects but the total impact of these projects is estimated at $3.13 million. These projects include Morrison Child and Family Services, Children's Relief Nursery, Free Clinic of Southwest Washington, Metropolitan Family Service and Kids Café program of the Boys and Girls Clubs of Portland (mid-2006 graduation). SVPP is proud of the achievements made with each organization and they provided our partners excellent opportunities for involvement in worthy projects covering a wide variety of disciplines. This experience to date proves to us that the venture capital model for philanthropy truly works and can have a large impact in our community. Below is the summary of these investments:

Organization (Engagement Period): Direct Investment / Total Impact
Morrison Child and Family Services (Q4 '01 – Q2 '05): $154K / $1.71M
Children's Relief Nursery (Q4 '01 – Q4 '04): $126K / $357K
Free Clinic of SW Washington (Q4 '02 – Q3 '05): $111K / $141K
Metropolitan Family Service (Q1 '03 – Q4 '05): $101K / $283K
Kids Café Engagement Program (Q3 '05 - mid-2006): $130K / $637K


Below is a more detailed summary for each of these investments:

Morrison Child and Family Services
Engagement: Q4 '01 – Q2 ‘05
Lead Partner: Eli Lamb
Mission: Morrison provides a continuum of care for children from infancy through adolescence, including prevention and education, outpatient, day treatment, residential and day care programs.
SVPP Objective: Implement the "Connections for Children" (CFC) project, deployed throughout Morrison, an IT program for client tracking and multi-site communications
Accomplishments:
- Completed transition to new finance system, including implementation of electronic billing (reduced Medicaid cash flow cycle from 8 weeks to 5 days!).
- Completed site upgrades and E-time deployment (saving time, headcount, and dollars).
- Completed school-based services database merge.
Total impact: $1.71M
- SVPP direct financial contribution: $154K
- Donations from partners, friends, etc.: $81K
- Value of volunteer hours: $348K
- Operational impact from SVPP projects: $1.13M

Children's Relief Nursery
Engagement: Q4 '01 – Q4 ‘04
Lead Partner: Laura Finney
Mission: CRN is a community-based child abuse and neglect prevention organization that supports children and families by providing early intervention and family support services to high-risk families.
SVPP Objective: Provide volunteer leadership and support for infrastructure improvements at CRN.
Accomplishments:
- Multiple IT projects supported with funding and/or implementation (accounting system, networking software, website, email, fund raising database, etc.).
- Program managed the move to new facility.
- Active engagement in CRN's development committee.
- Evaluated and recommended client services database software.
Total impact: $357K
- SVPP direct financial contribution: $126K
- Donations from partners, friends, etc.: $81K
- Value of volunteer hours: $50K
- Operational impact from SVPP projects: $100K

Free Clinic of Southwest Washington
Engagement: Q4 '02 – Q3 '05
Lead Partner: Ed Mueller
Mission: The Free Clinic provides free, compassionate, and quality health care to low income and uninsured residents of SW Washington.
SVPP Objective: Improve FC infrastructure and increase the number of children served at the clinics.
Accomplishments:
- Worked with staff and board to complete and ratify the strategic plan.
- Supported BOD on hiring and mentoring EDs, improving board governance.
- Provided over 1500 volunteer hours and in-kind medical supply donations.
- Number of children served grew from 1746 in 2002 to a projected 5800 in 2005, a 3.3X increase versus an original goal of doubling.
Total impact: $141K
- SVPP direct financial contribution: $111K
- Donations from partners, friends, etc.:$8K
- Value of volunteer hours: $22K

Metropolitan Family Service
Engagement: Q1 '03 – Q4 '05
Lead Partner: Rupa Jack
Mission: MFS manages multiple programs focused on building stronger communities by providing services, connecting people with resources, and strengthening families while enhancing their participation in community life.
SVPP Objective: Introduce and enhance Make Parenting a Pleasure (MPAP) program (2003, 2004). Analyze and define database and communications software needs for the future (2005).
Accomplishments:
- 28 MPAP classes conducted, serving 268 parents; measured results demonstrate significant positive outcomes.
- MPAP will continue with support from several non-profit and government agencies.
- Database study nearing completion, intranet and file structure programs now being implemented.
Total impact: $283K
- SVPP direct financial contribution: $101K
- Donations from partners, friends, etc.: $58K
- Value of volunteer hours: $69K
- Operational impact from SVPP projects: $55K

Kids Café Program of Boys and Girls Club of Portland
Engagement: Q4 '03 – mid-2006
Lead Partner: Valerie Ilsley
Mission: The Kids Café program seeks to provide food security and nutritional education for disadvantaged youth at existing Boys and Girls Clubs.
SVPP Objective: As the "lead investor", fund and solicit other "investors" to fund three Kids Café kitchens. Once completed the kitchens will be self sufficient due to ongoing USDA funding.
Accomplishments:
- SVPP has been directly involved in raising $260K from other non-profits and has been the "program manager" for construction of two kitchens.
- Wattles Club (SE Portland) kitchen completed in July '04, is currently feeding 160 kids/day.
- Blazers Club (NE Portland) kitchen completed in September '05, is currently feeding 290 kids/day.
- Hillsboro Club is expected to begin kitchen construction by early/mid ‘06.
Total impact: $637K
- SVPP direct financial contribution: $130K
- SVPP conditional grant for Hillsboro Club: $30K
- Donations from partners and other non-profits: $260K
- Value of volunteer hours: $52K
- USDA Gross Reimbursements to date: $195K

Partner Profile - Eli Lamb

(From the December 2005 Newsletter)


Eli Lamb Receives Community Award
On September 22nd, Founding Partner Eli Lamb received a NW Examiner Community Award for his contributions to SVPP. He accepted the award on behalf of SVPP and explained our model of engaged philanthropy. He quoted General George Marshall to explain our approach: "There is no limit to the good you can do if you don't care who gets the credit". The event was attended by Eli's son and daughter (Emerson and Katie Rose), Val Ilsley, David Sawyer, former mayor Bud Clark and a host of other active citizens committed to making Northwest Portland a wonderful place for everyone.

Welcome New Partners

(From the December 2005 Newsletter)

Kim and Dean Agnew - Two years ago, Kim and Dan moved to Vancouver from Centralia, Washington. Kim is an artist and writer and has experience in event planning and coordination as well as a background in management having worked on both the retail and wholesale sides of business. Kim has been active in the Vancouver YWCA focusing her energy on domestic violence and devoting much time to volunteer work at their thirteen-year-old son, Garrett's, school. Kim is in the process of starting a non-profit organization that will sponsor and support at-risk and low-income teens to go through a powerful teen leadership seminar outside Las Vegas, Nevada. Kim loves to cook, garden, ski, travel and spend time with her family. The family is considering starting a family foundation and while doing research, Kim came upon the SVP website thus leading her to SVPP.

After graduating from law school at Willamette, Dan chose to work in his family's business which he continues to do today. He is owner of Mt. Hood Beverage Company, president of The Agnew Company and manager of ALCO Holdings, LLC, a real estate holding company. Dan also started the Agnew Family Scholarship Program in Centralia, Washington. He is an active member on the board of directors of the Washington Thoroughbred Breeders Assoc. and a charitable donor to Metropolitan Family Services, Young Life, Fellowship of Christian Athletes, Doernbecker Children's hospital and Children's Cancer Society. Dan keeps busy as a father and grandfather and is an avid elk hunter, fisherman and golfer.

In March their entire family will be traveling to Mississippi to spend a week building a Habitat For Humanity home for a family who fell victim to hurricane Katrina.

Ryan Hildebrand - Ryan Hildebrand began his career and life in Portland with PricewaterhouseCoopers in the Assurance and Business Advisory Services Practice, in July 2004, after graduating from Oregon State University in Accounting and International Business.

Ryan's interest in combining philanthropy and business was developed in high school, when he formed a Birdhouse company together with students with disabilities. The program was recognized as a Pacific NW Best Program and still continues today. As a result of his efforts, Ryan was awarded the Ford Family Scholarship, which paid for his college. He felt extremely fortunate to be able to attend and made it a life-long priority to give back for all that has been given to him. Throughout college, Ryan volunteered many hours to the Alzheimer's Association, Special Olympics, and the Boys and Girls Club. He was named a top leader on campus through his position as Chair/President of multiple organizations. Ryan also created an exchange program with a Czech Republic University, in which he was the first native English speaker to attend.

Since graduation Ryan has been involved in a variety of activities that focus on giving back. His efforts include serving on various committees with his alma mater and mentoring 50+ students who are interested in entrepreneurship. Ryan is member of the Community Involvement Committee for the Entrepreneurs Foundation of the NW, an organization that helps companies make a promise that if they are successful, they will give back to the community. His commitment also extends to working to involve his firm in activities that benefit the community including Portland Impact, Schoolhouse Supplies, and Habitat for Humanity.

Outside of his career and philanthropic activities, Ryan enjoys reading autobiographies, traveling to unusual locales, and generally living the dream.

Bill Swindells - Bill is currently an independent investor/developer. In the past he held a number of senior positions in banking, real estate development and general management, all of them on the west coast. Bill has a B.S. in Economics from the University of Oregon and an MBA from the University of Pennsylvania's Wharton School of Business. He is currently a member of the Lake Oswego School Board and he is a board member of a number of community service organizations including Trillium Family Services, YMCA of the Columbia-Willamette and the University of Oregon Foundation.

Bill lives in Lake Oswego with his wife Kimberly Ann and four children.