2004- 2005 - Social Venture Partners

Social Venture Partners Calgary
2004/05 ANNUAL REPORT
Merriam-Webster defines it as, “A very large number.”
The city of Calgary’s population is about to reach it.
One million is indeed a significant milestone. And
that is exactly what Social Venture Partners Calgary
achieved this past year – our first million dollars
invested into the community. Together with our
SVP International friends, we have collectively
invested $16.4 million U.S. into the capacity
building efforts of needy non-profits throughout
North America. And if you were to add up the
literally thousands and thousands of hours Partners
have contributed, we have made a contribution that
cannot be defined by dollars or cents.
To give you some context about just how significant
our achievement is, Bill Gates declared at an early
age, “I’m going to make a million dollars by the
time I’m 20.” Our first million only took five years.
He went way beyond a million – where will we
go? The Bill & Melinda Gates Foundation has an
endowment of $28.8 billion U.S. We’d better get
working on that.
At the end of the 2004-05 year, the Board of
Directors of SVP Calgary adopted a vision and
updated strategic plan for the organization as a result
of a broad consultative process that had occurred
within the partnership over a six-month period.
“Setting the Standard for
Engaged Venture Philanthropy”
With this vision, we are proclaiming to ourselves,
and the community, that SVP Calgary is willing to
take on the challenges associated with our brand of
philanthropy and lead the way for its entrenchment
in Calgary.
Engaged philanthropy is not for the fainthearted.
Our Partners are busy people with full lives.
However, when a person makes the decision to
join SVP Calgary, they are making a personal
commitment to become more in tune with their
own philanthropic giving. By being a part of SVP
Calgary, our Partners are choosing to know where
their money is going, how it is being spent, and if
they choose, how they can supplement the impact
of their money by providing guidance and support
to the non-profits involved. For Partners who choose
not to be engaged there is the comfort in knowing
that their peers are closely monitoring where their
money is going.
A significant achievement this year was becoming
our own charitable foundation. Our thanks to The
Calgary Foundation who agreed over five years
ago to support the germ of an idea and provide
guidance as one of their donor advised funds. While
we have assumed our own independence, and the
responsibility that comes with it, we know TCF will
continue to be an important supporter.
SVP Calgary represents the past, the present
and the future of philanthropy in Calgary. We
represent the past, because we have now solidly
demonstrated our ability to impact the community
in a new way. We represent the present, because
we are working constantly to improve the lives of
children and youth in Calgary. We represent the
future, because we are setting the philanthropic
standard of what is yet to come.
Cammie Kaulback
EXECUTIVE DIRECTOR
Jamie Leong-Huxley
CHAIR
Helping us celebrate our first million are (L to R):
SVP Calgary Partner Frank Mele, keynote speaker Tim Brodhead,
the President and CEO of the J.W. McConnell Foundation,
and Jim Gray, celebrated philanthropist,
business leader and SVP Calgary cheerleader.
Lots to Celebrate
HIGHLIGHTS FROM 2004/05
• Social Venture Partners Calgary achieved its first million dollars invested and turned five. To celebrate:
- 140 people attended a celebration dinner in May
- We helped raise awareness about us by creating an insert which was sent to over 65,000 Calgarians
via the Calgary Herald, National Post and The Globe and Mail
- With the help of WhiteIron, we enlisted our Investees and some of our Partners to create our first SVP
Calgary video.
• Welcome to the 13 new Partners who joined us this year! Many came as a result of our first annual
Membership Month in March, where we introduced a new presentation package.
• We now have one committee – the Investment Committee – overlooking our entire portfolio of
investments, current and future. This resulted from the merger of the Grant Committee and the
Portfolio Grant Committee.
• We are getting smarter all the time. Besides the numerous Get Smart sessions the Investment
Committee held, we held two successful education events, both sponsored by BMO Harris Private
Banking. One with the Williams Group, taught Partners how to use philanthropy to help their
children develop an appreciation of the importance of a philanthropic mission and instill a sense of
accountability for a families’ wealth. The second with Amy Ellsworth from the Philanthropic Initiative,
showed Partners how to identify their passions and ignite their philanthropic giving.
• SVP Kids completed their first investment cycle and presented cheques to the Calgary Bridge
Foundation and Community Kitchens. The “kids” continued to raise money for their next investment and
are a very active force!
• We obtained our own charitable status, making Social Venture Partners Calgary a charitable foundation
as of July 1, 2005.
• In honor of our visionaries and founders, Brad and Tanya Zumwalt, and the late Jack MacKenzie, SVP
Calgary has established two scholarships for students of Canada’s first Bachelor of Applied Nonprofit
Studies at Mount Royal College. The contributions of several founding Partners has almost established
all we need to create an endowment and additional contributions are welcome to ensure this legacy
honoring our visionaries continues in perpetuity, and the next generation of non-profit leaders get the
support they need to succeed.
• SVP Calgary has an updated strategic plan and vision (we always had a mission statement which we
borrow from SVP International). As a result of the difference we know we want to make, we approved the
hire of a second staff member, reporting to Cammie Kaulback, Executive Director. Welcome to Noelle
Bacalso, Program Administrator!
• While other pages of this annual report outline achievements with our Investees, we would be
remiss if we did not say the difference we have made as a partnership in the lives of those in need in
Calgary has been tremendous. While we recognize we are an evolving model (a.k.a. we’re not perfect),
we’ve expanded the capacity of our Investees to help others, all because of what we do collectively.
Congratulations!
• And finally, recognizing that “we’re not perfect,” our staff initiated the process of receiving feedback
from Partners and Investees. The confidential comments will form the basis of continued change, so our
achievement list can continue to expand.
The sense of community created amongst our Investees
is seen to be an important benefit.
FROM L TO R: MARILYN GUNN, COMMUNITY KITCHENS PROGRAM OF CALGARY; DONNA
WARAKSA, CALGARY BRIDGE FOUNDATION; AND, STEACY COLLYER, CALGARY READS.
“Let me count the ways…”
HERE ARE EIGHT
As part of our desire to raise our awareness, and to celebrate our first million dollars invested and fifth
anniversary, 65,000 particularly important Calgarians received information about us via the Calgary Herald,
National Post and The Globe and Mail. One aspect of this information piece, was the message about how
Social Venture Partners Calgary maximizes the return on the investment of our Partners.
Eight ways SVP Calgary strives to maximize the return on its Partners’ investment:
1. Due diligence process for choosing investments – A team of Partners search the community for the most
suitable non-profits to invest in. This process includes site visits, interviewing executive directors and
board members, and scrutinizing financial statements. The same team will also review all of the existing
investments. The objective is not only to find the soundest organizations, but ones where the Partners’
donor dollars and time will have the most impact.
2. Ongoing, long-term monitoring – Investments are overseen by Lead Partners who establish a direct
relationship with the non-profits. This allows SVP Calgary to be fully aware of any challenges facing the
non-profit, and to help address new challenges immediately.
3. Valuable Volunteer Assistance – Funds granted by SVP Calgary are followed up by valuable volunteer
time of the Partners and that of Partners’ extensive network of contacts.
4. Creating cost efficiencies across the non-profit’s entire budget – By lending their business expertise,
Partners strengthen the capacity of the non-profits and allow them to more efficiently operate and
provide their services to the community.
5. Attracting matching funds – The SVP Calgary due diligence process has provided assurance to
other funders that their donor dollars will be put to good use. This “seal of approval” on these
non-profit agencies has attracted additional funds from not only Partners, but also private
corporations and the government. Since making its first investment, SVP Calgary has been able to
attract more than $200,000 of additional funding for Investees.
6. Finding discounts and attracting gifts-in-kind – Partners are able to take advantage of their networks
to find valuable discounts on things such as software and computer equipment as well as donations of
furniture and other needed supplies.
7. Partner Education – Partners have the opportunity to become engaged with the non-profits that they
support. They learn first-hand about our city’s most pressing social problems and the real challenges
that non-profits face in providing their services.
8. Increasing strategic giving by Partners outside of SVP Calgary – Partners who become educated about
important issues become empowered to do additional strategic and effective giving beyond their
contribution to SVP Calgary.
INVESTMENT COMMITTEE CO-CHAIR AND BROWN BAGGING LEAD PARTNER DOREEN RICHARDS
(RIGHT), ENJOYS SOME TIME AT THE MILLION DOLLAR PARTY WITH SANDRA HENDERSON (LEFT)
FROM BMO HARRIS PRIVATE BANKING, ONE OF OUR SPONSORS, AND EVA FRIESEN, PRESIDENT
AND CEO OF THE CALGARY FOUNDATION.
CHILDREN OF PARTNERS LEARN INTERESTING FACTS ABOUT SOME OF THEIR FAVORITE ZOO
ANIMALS AT A SPECIAL PROGRAM DURING THE MILLION DOLLAR PARTY PLANNED ESPECIALLY
FOR THE HARD-WORKING AND HARD-LEARNING MEMBERS OF SVP KIDS.
Sell-a-bray-tion time tonight!
On May 25, Partners, their children, our Investees, supporters and friends of Social Venture Partners
Calgary, celebrated an important milestone – our fifth year in Calgary and our first million invested.
A special “Million Dollar Celebration” was held on a beautiful spring evening at the Calgary Zoo’s Safari
Lodge. More than 140 guests enjoyed cocktails, jazz music and dinner.
Keynote speaker Tim Brodhead provided words of encouragement to our Partners, reinforcing the venture
philanthropy model and its potential to effect positive change. As president and CEO of the J.W. McConnell
Foundation, Canada’s largest and one of the oldest private foundations, Tim’s words were particularly
inspiring for our Partners. Also in attendance was celebrated philanthropist and business leader Jim Gray,
who provided a Calgary context for Tim’s important messages.
All of our Investees throughout the past five years were recognized and thanked for their support by
providing us with engagement opportunities and the opportunity to learn about the social needs in our
community. Lead Partners were also acknowledged for their tremendous contributions and for being so
vital to developing successful relationships between Investees and SVP Calgary. Sad, but proud of our
accomplishments together, we announced the graduation of two of our Investees. Families Matters and
Calgary Urban Project Society’s One World Child Development Centre were thanked for their willingness to
work with SVP Calgary and were wished continued success as they move into the future. We also welcomed
a new Investee – Brown Bagging for Calgary’s Kids Society.
A SVP Calgary promotional video was unveiled featuring all of our current Investees as well as several
Partners talking about how our capacity building model is a unique form of philanthropy that impacts not
only the non-profits we support, but also the Partners who get involved.
While the adults were having fun, the children in attendance were treated to a special Zoo program that
included feeding the giraffes and a close encounter with the Silverback gorilla. SVP Kids raised $1300
running a raffle for two Rolling Stones concert tickets!
While the evening provided a chance to celebrate past achievements, it was really about reminding us all
of the ultimate goal that SVP Calgary will continue to strive for: that of being a catalyst of positive social
change in our community – in both local non-profits and future philantropists – for generations to come.
A Journey through our Model
At the core of Social Venture Partners Calgary is the investment that we make in the community. Learning
to effectively invest time and money in a suitable non-profit is a continuing source of education and
challenge for our Partners.
Being a Partner-driven organization, our Partners make all of our investment decisions. Not only do Partners
decide where our money and time should go, they also determine the actual decision-making process. In
past years, SVP Calgary had two committees to handle this work, one which made decisions regarding new
Investees, and another that made decisions regarding our existing Investees. During the 2004-05 season
the two committees were consolidated into one.
The newly formed Investment Committee, made up of new and experienced Partners, took on responsibility
for making all investment decisions. Now acting as portfolio managers, they make decisions in a
more comprehensive manner and while concentrating on the whole picture, the committee raised the
effectiveness of our work to a new level.
According to Investment Committee co-chair Kerry Brown, the combined committee “provided new
Partners with an opportunity to quickly understand how SVP Calgary works, enjoy the “Get Smart” learning
process and participate in the fundamental decisions of the organization, along with Partners who had
previous experience.”
“It is very exciting to be in an organization that is so willing to embrace change in order to improve results,”
says Doreen Richards, the other co-chair of the committee. “Looking at the entire portfolio of investments
helped us to make decisions which are for the good of the Investees and SVP Calgary in the long term.”
Previously, with decisions made independent of one another, sometime the decisions of two separate
committees could result in directly conflicting needs or not enough resources in the right areas.
After the consolidation, the committee took on the challenge of selecting a new Investee, Brown Bagging for
Calgary’s Kids. This has been no small feat, and we thank everyone who took the time to make it happen!
One of the responsibilities of this committee is to make the eventual decision to graduate Investees. One
of the hallmarks of the SVP model of philanthropy is that we tend to fund the non-profits we support for
three to five years. As a multiyear funder, we have the luxury of building relationships with the agencies we
support. We come to understand the challenges they face, and work together to learn and hopefully achieve
mutual success.
However, our model also requires us to eventually graduate each Investee from our involvement. When a
graduation occurs, it is a time of joy as we acknowledge the work we have accomplished together, but also
sad to end our daily contact. However, these Investees are always a part of our family. During the 2004-05
year, two Investees graduated from our portfolio:
FAMILY MATTERS
One of SVP Calgary’s first Investees was Calgary Community Support for Young Parents. CCSYP had a
small budget, a dynamo of an executive director named Pamela Scott, and a belief that they could more
effectively help young parents by offering parental support and counselling in the home.
Combined with an enthusiastic and talented Lead Partner, Ruth Capindale, it was the recipe for an
exceptional relationship. The Partners of SVP Calgary threw themselves into helping CCSYP. We networked
computers, reviewed and refined business plans, acted as volunteer parenting consultants, helped research
other funding opportunities, worked on outcome measurement tools and assisted with the development of
an exit interview system.
As time passed, CCSYP grew and became stronger as an organization. In 2002, they entered into a threeway merger and became Families Matters. Families Matters is an agency dedicated to connecting Calgary
families with education and support.
We are proud of our relationship with CCSYP. It was our beginning, and it has become a seminal part of
SVP Calgary’s history. The working relationship between Pamela Scott (now Executive Director of HERA,
one of our other graduated Investees) and Ruth Capindale (now the Lead Partner for Servants Anonymous)
still stands as an example of how incredibly well our model works.
We look forward to watching Families Matters move forward into their bright future.
ONE WORLD CHILD DEVELOPMENT CENTRE
Almost everyone in Calgary knows CUPS, the Calgary Urban Projects Society. Their compassionate work
with the city’s homeless is renowned. CUPS’ One World Child Development Centre started as an expressed
dream of parents who were the clientele of CUPS. The parents wanted to make sure that their young
children would not be disadvantaged upon entering school as a result of their socially and economically
marginalized circumstances.
Also one of our first Investees, One World opened as a pilot program on the second floor of the CUPS site.
In December 2002, the Centre opened in the former Coconut Joe’s on 11th Avenue.
At the Centre the children are provided with a preschool and kindergarten, along with transportation, dropin child care, eye care, dental care, immunization and nurses all in a state of the art facility to which any
parent would be proud to send their children.
For SVP Calgary, One World was a test of how responsive we could be to the emerging needs of an Investee.
Over the course of our relationship we have helped in a variety of ways. We did media relations for the
opening, assisted with their newsletter, recruited an educational psychologist, and carried out a technology
assessment. We were involved with an evaluation committee, initiated music instruction, conducted a
Board Governance workshop and one of our Partners offered her services as a speech language pathologist.
The liaison role between One World and SVP Calgary was filled by Lead Partner Terri Adair. Terri became
One World’s strongest advocate within our group and her enthusiasm for One World is well known. Her work
with two executive directors from CUPS, first Lorraine Melchior and then Carlene Donnelly, was driven by
passion and characterized by extreme dedication.
This year the Investment Committee of SVP Calgary decided to give a parting investment of $10,000 to
One World, in celebration and recognition of the relationship. The money will be spent on a mural to be
painted on the wall overlooking One World’s playground by artist Doug Driediger.
Samantha LeSourd, 12, hugs her sister Lisa, 7. Both have been
actively involved in SVP Kids and are learning the kind of life
lessons every parent would aspire for their children.
Just who are our Partners?
The people involved with Social Venture Partners Calgary have one thing in common – they want to help
improve the lives of needy fellow Calgarians. Their involvement spans a broad range. For some who choose
to contribute money only, they know investing in us means their donation is well looked after because of
our extensive due diligence. A chance to do something together is key for a lot of couples involved, and
some Partners get their family and friends involved. For others, SVP Calgary volunteer work is an occasional
activity. Others have made it a daily part of their lives. The sum of our partnership is this: we need each
and every one to make it work!
MONEY ONLY
From inception, SVP Calgary has been “money mandatory, time optional.” While about 65 per cent of our
Partners choose to be engaged, we’ve always had a number of Partners who have chosen to invest in us
financially. They play an important role in not only helping us build capacity of our Investees, but our own
internal capacity.
Their reasons for being money only are pretty consistent, and go something like: “Calgary has been good
to me and my family, and I have a strong desire to give back. But I didn’t know how. When I found out
about SVP Calgary, I knew I had the solution. I knew that I was supporting an innovative model and that my
charitable donation was scrutinized even more than some of my business investments!”
The extensive due diligence process SVP Calgary follows is a hallmark of our engaged philanthropy model.
It provides the comfort that our Partners’ financial investment is being well managed, and that we’ve
scrutinized the most suitable non-profits to invest it in. Once the relationship begins, Lead Partners are
in constant touch, staff members are the means for communication between many, and the Investment
Committee determines from a rigorous market examination whether the various non-profits examined
are a good investment, and if chosen, if investments in Investees should continue and when they should
graduate. And at the end of the day, we’re helping build the capacity of non-profits, and Partners achieve
their main objective of giving back. We’ve become a “seal of approval” of sorts for many, and having the
much-needed financial support of our “money only” Partners is what helps us build on this reputation and
keeps this new model of philanthropy afloat.
MONEY AND TIME
Professionally, Ruth Capindale, a former product manager with a high-tech firm, has managed hundreds
of teams, projects, and lead strategy development and market assessments. Now a consultant with a busy
family, Ruth, and her husband, Tony Johnson, the First Vice President with the Forge Advisory Group of
CIBC Wood Gundy, are examples of Partners who went into the partnership with their eyes set on investing
both money and time. Tony got involved on the Board and start up of SVP Calgary; Ruth has been a Lead
Partner for two of our Investees, a member of the Investment Committee and a Board member.
“As a Lead Partner, you’re orchestrating others, and Investees are always keen and appreciative of the
help,” says Ruth. “I love meeting people and working our relationships. If the Partners who work with me
have a good experience, they love it and that feedback in itself is rewarding.”
How does Ruth fit it all in? “I manage my involvement with SVP Calgary so I don’t ever feel like I’m
too busy. While it sounds like I’m doing a lot, I’ve organized it so I’m in frequent touch and know
things are working out, but I don’t do something every week and I take the summer off from my
volunteer commitments.”
A COUPLES THING TO DO
While they have always been involved in the community individually, when Wilma Slenders and Victor
Didkowsky were first approached to join SVP Calgary, what appealed to them was it represented the first
opportunity for this couple to get involved in the same organization together.
“Social Venture Partners Calgary is large and diverse enough for each of us to have our own presence,
but we share the commonality of focus and engagement,” says Wilma, the Founder and President of
Transcend Management Advisors. Since joining, Wilma’s lent her professional skills to building both the
capacity of SVP Calgary and its Investees. Victor, the Founder of Networth Asset Management, sits on the
Investment Committee.
Even though they work on different aspects of SVP Calgary, by both being involved, it is an opportunity
to share their experiences and problem solve together. Other couples involved in SVP Calgary have said
over the years that SVP Calgary involvement has brought them closer together, and report problem-solving
discussions going far into the night, and that is what has made their mutual involvement so enjoyable.
GET THE FAMILY INVOLVED
One of the most inspiration things that happened within SVP Calgary this past year occurred as a result of a
casual conversation between a 12 year old and her grandmother.
Arriving home, Danielle LeSourd was asked by her awaiting grandmother, Betty LeSourd, where she had
been. Danielle shared with her that she had been at a SVP Kids meeting. Her grandmother quizzically
asked her what an SVP was, and what it did. Inspired, Betty asked whether SVP Calgary takes donations. “I
think so!” replied an enthusiastic Danielle.
Betty then talked to her son Rob LeSourd, the Chief Operating Officer and Chief Financial Officer of JF
Mackie & Company, and SVP Calgary’s Vice Chair, more about the organization, and whether she should go
back to her fellow members at Calgary South Rotary and encourage them to invest some of their dollars into
one of our worthy Investees.
What started as a casual conversation, resulted in Families Matters having the resources to purchase cribs
for families in need.
“I think this has been really cool because it’s nice for people to make donations,” says Danielle.
“If we all share what we have we’ll all have an equal amount in the world.”
Beaming Mom, Judy LeSourd, engaged with a variety of things within SVP Calgary, couldn’t be more
proud of what has occurred. “Rob and I became Partners so we could do something as a couple, but it
has been an extra special experience to have our children involved too.” All three of their daughters have
been involved.
The most impactful experience of having their children involved in SVP Calgary occurred on a seemingly
innocent afternoon. The SVP Kids got together to make sandwiches for CUPS. After their work, Carlene
Donnelly, CUPS’ Executive Director, shared the importance of what they had done, that if they hadn’t made
sandwiches, a lot of people would not have eaten that day. Carlene also shared the story of where some of
the funds go that SVP Calgary contributes. The final hope of a mother dying was that someone could give
her enough money to buy her daughter a pair of jeans. Judy says her daughters were shocked, wanting
to know how one of their peers could possibly not have ever owned a pair of jeans, a staple in their own
closets. It generated a lot of discussion in their household, and the LeSourd children have come to truly
appreciate all that they have.
The Million Dollar Party Co-chairs, Wilma Slenders (left)
and Lee Kavanaugh Waterman, flank Victor Didkowsky.
Our Investees
CUPS’s One World Child Development Centre.
Families Matters.
The HERA Society.
These three important organizations define the infancy in our short five-year history,
as graduated Investees. Today, our investment portfolio is comprised of eight Investees.
On the following pages are a brief look at them and how our work together is making a
difference, as well as a sprinkling of comments below – both positive and in need of work
– that Investees have provided as feedback about us in a recent anonymous survey.
The honesty provided helps us improve and grow. Thank you Investees!
“Great people. Significant financial support.”
“Do Partners really want to do more than write cheques?
Is it realistic to ask them to give time?”
“SVP involvement has exceeded all our expectations.”
“Investees are split in saying they received more or
adequate support than they had requested, but 14%
say our support was insufficient.”
Brown Bagging for
Calgary’s Kids Society
Calgary Bridge
Foundation for Youth
INVESTEE SINCE JUNE 2005
INVESTEE SINCE JUNE 2002
The Brown Bagging for Calgary’s Kids Society
provides children and youth in disadvantaged
circumstances with basic life essentials such as food
and clothing, as well as other tools to encourage
healthy alternative decisions and wise choices in life.
This includes children or youth living on the street,
or children and youth in schools without access to
nutritional resources and other life necessities.
The Calgary Bridge Foundation for Youth was
established in 1990 to assist new immigrant youth
to 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.
How SVP Calgary will be Involved
SVP Calgary supports the Elementary After-School
Life Skills Program, which provides recent immigrant
and refugee children ages five to 12 with homework
assistance, ESL and cultural activities. SVP Calgary
funds also support a fundraising position, which has
allowed the Bridge Foundation to raise more than
$200,000 in additional funds and increase
its profile.
SVP Partners will be helping Brown Bagging move
towards a more mature stage in their growth. Brown
Bagging is looking to make improvements in the area
of fund development and board governance.
Lasting Impact in the Community
SVP Calgary selected Brown Bagging because it is
filling an essential role in the community and does
so efficiently. The average cost of a lunch is 50
cents. The organization also has a committed group
of volunteers that assists with the program. The staff
at Brown Bagging exhibits a youthful enthusiasm
for improving their organization and, perhaps most
importantly, are very open to the SVP Calgary model
of engaged philanthropy.
SVP Calgary’s area of support
“The last two years have seen a lot of growth and
transition at Bridge,” says Bridge CEO Harry Yee,
“and SVP Calgary has helped us through that
transition.” Prior to partnering with us, Bridge served
600 kids in the community. “With the help of SVP
Calgary, we now serve over 1200 kids,” says Yee.
“SVP Calgary has helped us reach our potential.”
This year, Partners helped review human resource
policy documents and restructured Bridge’s financial
statements to create a more readable document for
its Board of Directors. Partners also continued to
play a big part in the agency’s annual banquet.
In addition, the friend of one of our Partners
is currently working to improve Bridge’s fund
development strategies.
SVP CALGARY LEAD PARTNER:
SVP CALGARY LEAD PARTNER:
Doreen Richards 265-5485
Krystyna Williamson 289-1847
EXECUTIVE DIRECTOR:
EXECUTIVE DIRECTOR:
Bob McInnis 264-7979
Harry Yee 230-7745
TOTAL FINANCIAL INVESTMENT TO DATE:
TOTAL FINANCIAL INVESTMENT TO DATE:
$20,000
$130,000
Calgary Reads
Calgary UrbanVibe
INVESTEE SINCE JANUARY 2002
INVESTEE SINCE MAY 2004
Calgary Reads works to improve the confidence and
ability of struggling young readers while promoting
literacy as a benefit to the community. Their
Volunteer Tutor Program is an early literacy initiative
that recruits, trains and matches volunteer tutors
with struggling readers in grades one and two. Tutors
are trained to use a proven, consistent 10-step
program, designed to improve students’ reading and
writing abilities.
As Calgary’s only one-stop web portal for youth by
youth, Calgary UrbanVibe allows teens to share
information, support learning and create a greater
sense of community among youth. The program has
three primary objectives: to connect youth to youth;
connect youth to resources and opportunities; and,
to give youth a greater voice in Calgary. Calgary
UrbanVibe gives teens a sense of community
connectedness, thereby encouraging them to make
healthier choices and acquire skills and experiences
to succeed in the future.
SVP Calgary’s area of support
SVP Calgary funds a portion of the Community
Relations Manager’s salary as well as advertising and
printing costs for promotional materials. With the
help of SVP Calgary Partners, Calgary Reads’ major
annual book sale is growing by leaps and bounds.
Almost $26,000 was raised this year compared to
$15,000 the previous year. All of these funds go
towards helping struggling young readers achieve
success and moves Calgary Reads closer to financial
self-sustainability.
“SVP Calgary has been involved with Calgary Reads
since almost the beginning,” recalls Reads Executive
Director Amy Jackson. “We have grown exponentially
in that time, from serving four schools to now serving
50 schools. We’ve helped over 15,000 children and
we can directly say that SVP Calgary was a part
of that.”
SVP Calgary’s area of support
SVP Calgary funds support the salary of UrbanVibe’s
part-time Coordinator position as well as marketing
and promotion initiatives. Our contacts have had a
dramatic impact on the program. “SVP Calgary was
very good at understanding what we were all about
and put together a marketing plan that met the
needs of UrbanVibe, the young people involved in
the program, as well as the youth that will use the
website,” recalls Penny Hume, Executive Director of
Child and Youth Friendly Calgary.” UrbanVibe is now
getting around 200 visits per day, at least four times
what they were getting previous to the re-launch.
UrbanVibe’s Cooridinator Dan Washbrook notes,
“SVP Calgary has really taken UrbanVibe from an
idea that had some shape and helped it grow into
an organization with a good solid volunteer base,
providing information that youth can use and
youth want.”
SVP CALGARY LEAD PARTNER:
SVP CALGARY LEAD PARTNER:
Michele Dauphinee 220-9237
Shawn Ovenden 663-9608
EXECUTIVE DIRECTOR:
EXECUTIVE DIRECTOR:
Amy Jackson 777-8254
Penny Hume – Child and Youth Friendly Calgary 266-5448
TOTAL FINANCIAL INVESTMENT TO DATE:
TOTAL FINANCIAL INVESTMENT TO DATE:
$150,000
$40,000
Friends of Seniors Foundation
Servants Anonymous
Society of Calgary
INVESTEE SINCE MARCH 2003
INVESTEE SINCE JUNE 2002
The Friends of Seniors Foundation fosters
friendships between teens and seniors to enhance
their personal strengths and quality of life by
providing intergenerational programs and resources.
The program matches youths 12 to 18 years of age
with seniors aged 54 to 104 in care centres and
Alzheimer facilities throughout Calgary. Together they
learn about one another through personal visits and
activities. The activities include games, storytelling,
reading, crafts and writing seniors’ biographies.
Servants Anonymous provides programming
for women 16-29, who have been involved in,
or are at risk of, involvement in the sex trade.
This involvement often includes homelessness,
addictions, violence and poverty. Servants
Anonymous works to provide ongoing support,
hope and wholeness to female youth that have been
victims of sexual exploitation.
SVP Calgary’s area of support
SVP Calgary funds help support Servants
Anonymous’ social enterprise, The Fireworks
Cooperative. This enterprise has the dual purpose
of providing soft-skills workplace training for
participants and eventually providing a net
revenue stream to Servants.
SVP Calgary’s funds support many of the strategic
initiatives undertaken by the Friends of Seniors.
These include managing the growth and expansion of
their programs, collaborating with other organizations
and raising community presence and awareness.
Our people power also continues to be of benefit.
Partners play a direct role in visits between junior
high school students and seniors and have also
helped facilitate the successful transition of a new
executive director at the agency.
“Since partnering with SVP Calgary, we now have
junior high school programs operating in three more
schools,” says Judy McVean, Director of Development
for Friends of Seniors. “We have been able to export
our knowledge to other organizations, helping them
to build unique intergenerational relationships. We
have also piloted a small program this year that we
are hoping to open next year.
SVP Calgary’s area of support
SVP Calgary has assisted in the development
of a business marketing plan for the Fireworks
Cooperative, advice on tax restructuring,
fund applications, marketing contacts and
human resources. Much of this year’s work was done
in preparation for a complete strategic planning
process for the Firework businesses.
SVP CALGARY LEAD PARTNER:
SVP CALGARY LEAD PARTNER:
Matt Aufricht 531-2670
Ruth Capindale 256-4050
EXECUTIVE DIRECTOR:
DIRECTOR OF OPERATIONS:
Debra Bray 249-0853
Gary Kauk 205-5542
TOTAL FINANCIAL INVESTMENT TO DATE:
Total Financial Investment to Date:
$120,000
$180,000
Souperstars – Community
Kitchens Program of Calgary
T.E.A.M. Leadership
INVESTEE SINCE MAY 2004
INVESTEE SINCE MARCH 2003
Community Kitchens Program of Calgary works
cooperatively with individuals, families and
communities to facilitate and enable initiatives
that reduce hunger. Its Souperstars program
teaches elementary school students how to shop
economically for food and to safely prepare nutritious
meals. The program also teaches the children
mealtime etiquette and seeks to restore family
connections by encouraging children to talk over
meals with parents and siblings.
The Lord Beaverbrook T.E.A.M. Leadership Program
is a student-directed program that builds the
capacity of high school students with leadership
potential. By providing these students with the
support and tools they need, T.E.A.M. empowers
them to affect positive social change in their school
and surrounding community. With the guidance of
caring adults, the students learn how to identify
areas of concern for their peers and to design and
implement appropriate solutions.
SVP Calgary’s area of support
SVP Calgary’s area of support
SVP Calgary’s funds support operational costs
associated with delivering the Souperstars program.
These include wages, transportation and food costs
as well as office supplies. SVP Calgary Partners
leveraged their network to establish key contacts for
expanding the Souperstars program into aboriginal
communities as well as the Catholic School Board.
“SVP Calgary has been amazingly helpful in growing
our program,” says Mary Appleton, Director of
T.E.A.M. Leadership. “Not only have they funded
projects, but our Lead Partner helped us set up a
new endowment fund through the Calgary Board of
Education Foundation.” The endowment fund forms
the basis for sustainability and allows T.E.A.M. to
specifically re-direct funds towards future Leadership
youth so they can continue to implement their ideas
for positive community impact.
“Since funding began last year with SVP Calgary,
the Souperstars program has grown more than we
thought was possible,” says Marilyn Gunn, CEO and
Founder of Community Kitchens. “The program has
more than doubled from operating in six schools
to 22 schools in one school year.” To manage this
growth, SVP Calgary successfully procured the
pro bono services of the MBA Consulting Alliance
Program at the University of Calgary who is currently
developing a business plan for Souperstars.
SVP Calgary funds are used to assist T.E.A.M.
Leadership with the development and printing of
the Boys Health in Perspective Book, which is part
of a program presented to boys in grades four to
six to assist them in developing social skills.
Revenues generated from the sale of the book
will be contributed to the T.E.A.M. Leadership
endowment fund.
SVP CALGARY LEAD PARTNER:
SVP CALGARY LEAD PARTNER:
Frank Mele 260-8646
Leah Morton 547-9595
EXECUTIVE DIRECTOR:
T.E.A.M. CONTACT:
Marilyn Gunn 275-0258
Mary Appleton 259-5585
TOTAL FINANCIAL INVESTMENT TO DATE:
TOTAL FINANCIAL INVESTMENT TO DATE:
$35,000
$40,000
SVP Calgary Investees receive a big round of applause at our
Million Dollar Party for their role in the success of our model.
Donor Advised Fund
FOR THE YEAR ENDED JUNE 30
OPENING BALANCE
2005
175,200
INCOME
Partner Contributions
Realized Loss of Sale of Stock
274,305
(561)
273,744
EXPENSES
Calgary Bridge Foundation for Youth
Calgary Community Kitchens
30,000
–
Calgary Community Support for Young Parents
45,000
Calgary Reads
40,000
CUPS - One World Child Development Centre
30,000
Development Disabilities Resource Centre
15,000
Friends of Seniors
45,000
HERA
44,650
Servants Anonymous
50,000
Urban Vibe
_
Total Grants
299,650
Net Surplus (Deficit)
(25,906)
CLOSING BALANCE
$30,261
NOTE: The assets of the SVP Calgary Advised and Administrative funds are administered
through The Calgary Foundation. Grants and disbursements are made at the direction of the
Partners of SVP Calgary.
2006
Administrative Fund
FOR THE YEAR ENDED JUNE 30
OPENING BALANCE
2005
10,556
INCOME
Sponsor and Partner Contributions
Realized Loss on Sale of Securities
148,111
–
148,111
EXPENSES
Personnel
86,126
Office Expense
15,183
Office Supplies and Equipment
3,047
Membership and Dues
5,289
Special Events
311
Promotional and Fund Development Brochures
518
Professional Fees
5,152
Training, Conferences and Travel
7,948
Marketing and Advertising
4,832
Total Expenses
Net Surplus
CLOSING BALANCE
128,406
19,705
$30,261
NOTE: The assets of the SVP Calgary Advised and Administrative funds are administered
through The Calgary Foundation. Grants and disbursements are made at the direction of the
Partners of SVP Calgary.
2006
Our roots
SVP CALGARY PARTNERS
PARTNERS
BOARD OF DIRECTORS
Patti Acheson
Terri Adair & Don Rempel
Deborah & Ted Alexander
Peggy & Matt Aufricht
Brenda Aves-Hruska & Craig Hruska
Paul Bergmann
Melissa Best
Michael Binnion
Kerry Brown & Hugh Williamson
Jocelyn Burgener
Elizabeth Cannon & Gerald Lachapelle
Ruth Capindale & Tony Johnson
Joanne & Roger Carry
Carri Clarke & Reid Brodylo
Adela & Oppe Cosijn
Michele Dauphinee & Keenan Cannady
Kathryn & York Forrington
Christian Hluchy
Karen Horner & Jeff Parry
Lee Kavanaugh Waterman & Stanley Waterman
Ena & Sanders Lee
Jamie Leong-Huxley & Tim Huxley
Jean LeSourd & Chris Boardman
Judy & Robert LeSourd
Miranda Lubbers & Craig Stanford
Karen & Don MacKenzie
Brenda & Jamie Mackie
Houman Mahallati
Nancy & Ron Mannix
Susan Mawdsley & Fred Kerr
Frank Mele
Leah Morton & John Huot
Afroza & Alykhan Nanji
Susan Nelson & Gordon Case
Shawn Ovenden
Jane Perry
Paul Poutanen
Mitch Putnam
Margaret & John Ramsay
Doreen Richards & Andy Crooks
Linda & David Richards
Erica & Scott Riddell
Elaine & Brian Russell
Ellie & Carter Siebens
Wilma Slenders & Victor Didkowsky
Susan & Michael Stark
Erin Thrall & Peter Johnson
Julia Turnbull
Susan & Jason Vincent
Lynn Van Hyfte
Erin Waite
Sheila Wappel-McLean & Brent McLean
Krystyna & Andrew Williamson
Joanna Wright
Tanya & Brad Zumwalt
Chair
Jamie Leong-Huxley
Vice-Chair
Rob LeSourd
Treasurer
Roger Carry
Secretary
Doreen Richards
Directors
Ted Alexander
Melissa Best
Keenan Cannady
Ruth Capindale
Roger Carry
Paul Poutanen
Don Rempel
STAFF
EXECUTIVE DIRECTOR
Cammie Kaulback
Program Administrator
Noelle Bacalso
Accounting
Heather Anderson
Jane Kidd
Committees
LEAD PARTNERS
RECRUITING COMMITTEE
Brown Bagging for Calgary’s Kids Society
Keenan Cannady (Chair)
Doreen Richards
Rob LeSourd
Calgary Bridge Foundation for Youth
Krystyna Williamson
Don Rempel
Andrew Williamson
Brad Zumwalt
Calgary Reads
Michele Dauphinee
Calgary Urban Projects Society’s One World
EDUCATION COMMITTEE
Child Development Centre
Craig Stanford (Chair)
Terri Adair
Brad Zumwalt
Calgary UrbanVibe
Shawn Ovenden
Families Matters
Ruth Capindale
MILLION DOLLAR COMMITTEE
Lee Kavanaugh Waterman (Co-Chair)
Wilma Slenders (Co-Chair)
Friends of Seniors Foundation
Judy LeSourd
Matt Aufricht
Krystyna Williamson
Servants Anonymous Society of Calgary
Ruth Capindale
Souperstars – Community Kitchens
Program of Calgary
Frank Mele
T.E.A.M. Leadership
Leah Morton
2003-04 INVESTMENT COMMITTEE
Doreen Richards (Co-chair)
Kerry Brown (Co-chair)
Ted Alexander
Joanne Carry
Oppe Cosijn
Victor Didkowsky
Fred Kerr
Don Rempel
Craig Stanford
Jason Vincent
Erin Waite
Hugh Williamson
Ventured. Gained.
Social Venture Partners Calgary is a new model for charitable giving.
Partner members invest their money, expertise and access to resources in non-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 CALGARY
400, 119 14 Street NWCalgary, Alberta T2N 1Z6
(403) 266-5305
www.svpcalgary.org
Social Venture Partners Calgary is an Affiliate of Social Venture Partners International. Sixteen hundred
Partners amongst 23 Affiliates have invested over $16.4 million (U.S.) in 196 non-profits.
www.svpi.org