2009 Dsvp Pop Investee Portfolio Chapter

doing good better Leveraging Resources with Social Investment Portfolio

Dallas Social Venture Partners Doing Good .. Better P artner O n-boarding P rogram

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Year 1 Funding: Investment Committee Year 2 – Year 5 Funding Portfolio Review Committee Yr 5 + -- No Funding Emeritus Status Getting to know Investee ; Lead Partner Assigned Lead Partners Engaged, Resource Teams Limited Partner Involvement Lead Partner Engagement DSVP - Proposed Investee Lifecycle

DSVP - Proposed Investee Lifecycle Year 1 o New Investee – funded by Investment Committee o Lead Partner Assigned o DSVP begins to know the Investee o Resource Teams participate as requested by Investee Year 2 o DSVP gains working knowledge of investee o DSVP recommends areas of participation and support o Resource Teams work on Investee and Partner suggested initiatives o Funding is approved by PRC Year 3 o DSVP and Investee are working closely together as partners o Resource Teams are launched as needed by DSVP or Investee request o Funding approved by PRC Year 4 o Investee is sustainable and has sufficient capacity via DSVP assistance o Funding is diminished, approved by PRC Year 5 o Typically this is the final year of investment o A small investment is made, approved by the PRC Year 6 o Investee is Emeritus Status o No further Financial Investment by DSVP o DSVP continues to provide Lead Partner and limited Resources

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2007 Annual Budget : $153,500 Clients Served Annually: Trained 500 afterschool staff P.O. Box 603051 Dallas, TX 75360 “ No matter what you put into these organizations, you can’t give as much as you get back. The pride you have in what they’ve done—you can’t measure that.” - Steve Raab

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2007 Annual Budget : $3,664,139 Clients Served Annually: 508 children 4231 Maple Avenue Dallas, TX “ DSVP challenges us to think creatively to see how we can collaborate and cut costs. I wish more funders (sic) would approach philanthropy this way. We need the check, but more importantly we need the partnerships. “ - Gayle Nave

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2005 Annual Budget : $485,369 Clients Served Annually: 1200 Students 7557 Rambler Road Suite 700 Dallas, TX “ I see how the students have been impacted by NFTE. It gives them access to ideas and opportunities that they have never had before. It lets them know that there is a whole other world out there.” - Susie Morrissey

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2006 Annual Budget : 133,039 Clients Served Annually: 130 children 1710 North McDonald Street McKinney, TX “ DSVP has made significant contributions to building our intuitional capacity.” - Lynne Sipiora

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2006 Annual Budget : 1,718,449 Clients Served Annually: 763 1710 North McDonald Street McKinney, TX ““ No matter what you put into these organizations, you can’t give as much as you get back .” - Steve Raab

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2005 Annual Budget : $700,000 Clients Served Annually: 1000 1914 S Ewing Ave Dallas, TX “ It was very moving to see the end results of their efforts on kids who have gotten off on the wrong track, hearing them talk about their past versus today. That made an indelible mark and sold me into the value of the cause.” – Dick Evans

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2004 Annual Budget : $2,420,000 Clients Served Annually: 39,677 5200 Bryan Street Dallas, TX “ They brought the brains and bucks to do consultation, brand our programs, retool them, think strategically, and seize opportunities. They’ve encouraged us and befriended us in every way.” – Brian Burton

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2004 Annual Budget : Clients Served Annually: 1750 Viceroy Dr Dallas, TX “ DSVP has a double-barreled mission. It’s not only a foundation that grants money, but one that trains future philanthropists to be more effective. It’s a really important mission and has a lot of impact.” – Ellen Wood

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2008 Annual Budget : $ 340,207 Clients Served Annually: 375 1508 E. Langdon Road Dallas, Texas 75241

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2002 Annual Budget : 1,200,000 Clients Served Annually: 7,000 1601 Bryan Street Dallas, TX “ I think DSVP is a place where average people can contribute a little money and some time in a meaningful way to help the children in North Texas. It is extremely rewarding. Whatever you contribute, you will get back many times over.” - Randy Neal

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2001 Annual Budget : $500,000 Clients Served Annually: 1,096 402 N. Good Latimer Expressway Dallas, TX “ DSVP has helped us stay on path with forward thinking. They’ve been the vehicle to creating a workable business plan.” – Maria Machado

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2001 Annual Budget : $1,900,000 Clients Served Annually: 4,500 children 4621 Ross Ave Dallas, TX “ DSVP has afforded us leadership and wise counsel.” - Merriott Terry

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2001 Annual Budget : Clients Served Annually: APS 8350 North Central Expressway, Suite 300 Dallas, TX “ I guess I’ve learned how to organize a business effectively. DSVP has been very resourceful in helping me transform the company.” - Brenda Bradford

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DSVP Investee Since: 2003 Annual Budget : $1,035,286 Clients Served Annually: 2,876 2902 Swiss Avenue Dallas, TX “ DSVP has helped us think outside of the box in terms of strategic planning, services, and funding opportunities.” - Margaret Patterson

2009 Dsvp Pop Investee Portfolio Chapter

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2009 Dsvp Pop Investee Portfolio Chapter