2014 IMPACTREPORT

SVP SAN DIEGO / 2014 IMPACT REPORT SDSVP.ORG 1

We’re facing big problems in our community, and money alone is not enough to solve them. At SVP, we unleash potential by helping individuals realize greater impact with their giving, to strengthen nonprofi ts with our collective fi nancial resources, time, and energy.

Social Venture Partners goes beyond philanthropy.With a network of over 2600 Partners worldwide, we connect people with diverse skills and a shared passion for meaningful volunteer opportunities with local nonprofi t organizations. Together, we help these organizations improve organizational capacity and move to the next level – achieving more than any of us could accomplish alone.

• We greatly appreciate the Board service of Trevor Callan, Laurin Pause, Louarn Sorkin, Adam Brown and Sherri Neasham who have stepped off the SVP Board. They will be missed. I’m pleased to welcome fi ve new Board members, who bring valuable experience and dedication.

As we enter the new fi scal year, I am confi dent in the future of our organization. Our Partners bring inexhaustible talent and enthusiasm to our work and I want to thank all of you for your involvement in San Diego Social Venture Partners. Your personal investment of time, expertise and fi nancial support make a tremendous diff erence in our community. I encourage you to learn more about your impact in our Annual Report and share these successes with others.

Sincere thanks,

Ray Ellis

I am honored to serve as the Board Chair of San Diego Social Venture Partners. As you know, I assumed the role on January 1st of the year and will conclude my term on December 31st. After being on the Board for over six years, I think it’s safe to say that this Fiscal Year has been the biggest transition year I have witnessed.

While there have been some challenges, we have made great progress in many key areas.

• Adding Lakshmi Paranthanman as our Executive Director in October was a great step forward after Marion Paul’s relocation. Lakshmi brings great passion and energy to SVP and has assembled a talented team to advance our mission.

• We developed a solid strategic plan and are moving into the fi nal phases of completion. The considerable work by Board Members, Staff and our Partners will result in a more engaged, resilient, and impactful organization.

• Under the enthusiastic leadership of Marty Goodman and his team, Advance San Diego is shaping up to be another big success on October 8th, 2014.

• As a transition byproduct, we suff ered a decline in Partners, however our recruiting and engagement eff orts have been re-focused and we are building excellent momentum.

STAFF LIST:

lakshmi Paranthaman, Executive Director

sierra visher, Director of Programs and Operations

Kristina Demery, Advance San Diego Coordinator

taylor Bornemann, Offi ce and Communications Manager

BOARD OF DIRECTORS 2014

Ray ellisMark Neilsonsteve NessMarty goodmanlisa Curry sherri Neashamsharon lawrenceRaj Kajituck ForsythDavid lynnadam Brownlauren Pauselouarn sorkintrevor Callan

Dear Partners & Friends,

As Marty explains, “SVP enables me to leverage Partner and outside resources to give back in a way many times greater than I could ever do on my own... what I didn’t expect, and have pleasantly discovered, was how personally rewarding and fulfilling SVP can be for me.”

Unbelievable energy & passion not only for ASD but also for

SVP. Marty is the poster child for what we hope every partner could be, but almost none of us will ever live up to the standard he sets!

Mark Neilson,Partner

2 SVP SAN DIEGO / 2014 IMPACT REPORT SDSVP.ORG 3

INDIVIDUAL IMPACT / Partner Stories

SDSVP. He goes above and beyond just annual donations, and is an outstanding example of SVP at its finest.

Marty considers himself a recovering entrepreneur and aspiring philanthropist. For 30 years, Marty has started and run several businesses including a government software company, a kids parenting and behavior program, a loan exchange for private lenders, and a real estate acquisition and lending firm. However, after many years Marty said, “I left the business world in order to have time to give back. Ironically, I learned about SVP from my Vistage business group and thought it would be a great way to leverage business skill sets to improve the lives of others.”

During his three years at SDSVP, Marty has been a major force behind the start of Advance San Diego (ASD). As the ASD Committee Chair, he is instrumental in ASD’s continual and exponential success. Marty is also a SDSVP Board Member and has volunteered to be the Lead Partner for our new Investee, Just in Time for Foster Youth.

Every year, San Diego Social Venture Partners awards one Partner with the Bingham Stone Award. The award is named in recognition of the founders of SDSVP- Darcy Bingham and Carrie Stone. The Partner who receives this award has shown outstanding leadership, commitment, and attitude towards SDSVP, our Partners, and our Investees.

This year, SDSVP is proud to announce Martin Goodman as the recipient of the 2014 Bingham Stone Award. Marty is a tireless Partner who puts his heart and soul into everything he does at

2014 Bingham Stone Award Winner: Martin Goodman

Since joining SVP, Jen has been instrumental as a member of our Strategic Planning Committee and has made sure that our new strategy focuses on how can SDSVP can make the biggest impact for the San Diego community and for our Partners. Also within her first year, Jen has been both a Mentor and a committee member for the Advance San Diego fast pitch competition and has showed the power of how a clear pitch opens doors and propels organizations far beyond simple fundraising. To add just a little more to her plate, Jen has graciously agreed to become our new Treasurer!

Jennifer has over 20 years of experience ranging from consulting and auditing non-profits and universities at PricewaterhouseCoopers (PwC) to teaching and training professionals on behalf of California Department of Education. Leveraging this experience, Jen hosted an Education Event for our Partners and Investees called

“Translating Non-Profit Financials into English.”

Jennifer currently serves as the Chief Executive Officer of Institute for Mastering Success. The Institute coaches and consults business professionals to take consistent action to acheive their goals faster.

She became a Partner in September 2013 and has already become a leader. “I joined SVP because of the ability to volunteer in the San Diego community at a deeper level,” explains Jen. “We do this by focusing on addressing fundamental issues of an organization with the intent to make a lasting impact, and not solely a Band-Aid approach.”

“In facilitating an educational event this year, I was able to combine my passion and expertise in education and business coaching with my non-profit accounting skills, while building financial statement understanding for Partners and improving the confidence and know-how of our Investees’ leaders.”

Jennifer has been a great contributor to both SVP and our

Investees. She conducted an outstanding workshop on How to Read Non-Profit Financial Statements' for our Lead Partners that really put their knowledge to the test.

Joyce Ross,Partner

Jennifer Hamilton Gives to Investees and SDSVP

INDIVIDUAL IMPACT / Amplified Giving

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PARTNERS ARE MORE INVOLVED IN THEIR COMMUNITY

The majority of Partners surveyed have increased their civic engagement in several areas, and many are now community leaders. Among those whose engagement increased, 94% say that SVP was a factor in that change.

AWARENESS OF COMMUNITY

AFFAIRS

VOLUNTEERING WITH

NONPROFITS

ChaNges IN CoMMuNIty

INvolveMeNt sINCe

JoININg svP:

SIGNIFICANT INCREASE

SOME INCREASE

LEADERSHIP IN LOCAL

ORGANIZATIONS

27% 18%

45%37%

27% 18%

PARTNERS GIVE MORE

72% of Partners surveyed have increased their giving since joining SVP.

82% of those who increased their giving say that SVP was a factor.

PARTNERS GIVE MORE STRATEGICALLY

Through shared learning, collective grantmaking and volunteering, our Partners develop a more strategic approach to their giving. Among the Partners who indicated a change in their approach, 96% say that SVP was a factor.

Across Our Network

The problems we face are daunting. It has never been more important to give in ways that make the greatest impact. Through SVP, Partners pool and leverage their dollars, contributing more than they could alone. But that’s just the beginning. In a biennial survey conducted by the SVP Network Office, we track changes in our Partners’ financial giving and civic engagement. See the results below.

USE NONPROFIT OUTCOMES

DATA TO INFORM GIVING

ARE PROACTIVE/

MISSION DRIVEN

* In FY14, SDSVP changed its methodology for collecting and qualifying volunteer hours.

Accordingly, reported hours are more narrowly defined than in prior years.

ChaNges IN hoW

PaRtNeRs gIve:

BEFORE JOINING SVP

SINCE JOINING SVP

FUND NONPROFIT

INFRASTRUCTURE

58%44% 40%

77%83%95%

In San Diego Strong Nonprofits Deliver ResultsThings like sound financial systems and up-to-date technology can mean the difference between reaching 100,000 and 1 million children. That’s why SDSVP strengthens all the behind-the-scenes systems that will take nonprofit success to the next level.

$750k IN CoMMuNIty suPPoRt

$210k In unrestricted

grants

In the past 14 years, SVP has donated $2.36 million in cash, $10.6 million in co-funding and in kind services, and 103,500 volunteer hours (valued at $100 per hour) to nonprofits in San Diego, which translates into $23.3 million value to the community.

$15k In kind

contributions

$525k in volunteer time

(based on $100/hour)

SDSVP.ORG 7

George Brown’s, ASYMCA's Executive Director, leadership

of his staff has been the key to SVP's success. His accessibility has made my work just about effortless.

andy Rinde, ASYMCA Lead Partner

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ORGANIzATIONAL IMPACT / MEET OUR INVESTEES

Camp Pendleton Armed Services YMCA (ASYMCA)

Working with REBOOT has been personally gratifying and challenging, having recently left the corporate world. I have been fortunate to experience and watch the REBOOT

organization grow, learn and mature into who they are today.

tuck Forsyth, Lead Partner Reboot

Reboot

three areas of focus, Youth Development, Healthy Living, and Social Responsibility, they impact 500,000 young enlisted and their families each year.

In partnership with SDSVP, ASYMCA has expanded their Operation Hero after school program and their preschool

Camp Pendleton Armed Services YMCA (ASYMCA) enhances the lives of military personnel and their family members by providing programs and services focused towards the junior enlisted- to increase their quality of life, reduce stress, and strengthen families by making military life easier. Through their

programs to military families residing off-base. They have also taken on major projects in board development, marketing and communications, IT, and program outcomes and evaluation.

Being Lead Partner for BLCI has been an incredible experience. It has increased my understanding of nonprofits, kept me highly engaged and allowed me to

help a great organization.

Brad Kleban, BLCI Lead Partner

Barrio Logan College Institute

Director’s time to focus on growth. BLCI is now considering various strategies in order to serve more students beyond its current high touch model. Perhaps most significantly, the incredible staff at BLCI opened a new site in Chula Vista, serving an additional 85 students and 60 parents.

Barrio Logan College Institute (BLCI) breaks the cycle of poverty by preparing disadvantaged students to be among the first in their families to attend and succeed in college.

SDSVP helped search for an Associate Director that frees the Executive

BLCI’s Executive Director, Jose Cruz, says, “SDSVP partners have been a tremendous resource for us for internal systems and have played an instrumental role in our growth. Their expertise and professionalism is truly appreciated among the board and staff. SDSVP volunteers have become members of the BLCI family.”

REBOOT assists veterans in making a successful transition from military service to civilian life, with all veterans achieving their goals in the transition domains of employment and career, education, living situation, personal effectiveness/wellbeing, and community. They do this by providing early-stage cognitive-behavioral educational intervention, to help veterans “reboot” from military programming. The organization was established by a group of retired high ranking Naval and Marine Corps

officers and workforce development professionals that are filling a tremendous gap in the continuum of veteran services.

REBOOT has helped over 1,100 service men and women successfully transition from military to civilian life with a three-week, behavior-based reintegration workshop. They are now expanding REBOOT nationally and have become a preeminent leader in military to civilian transition.

This is my third year as Lead Partner for Pro Kids, and the experience has been more rewarding than I imagined. The Pro Kids board, staff and SDSVP resource teams work

exceptionally well together which has led to increasing the number of youth served. And that’s what it’s all about!

lisa Curry, Lead Partner Pro Kids

Pro Kids

Pro Kids challenges underserved youth to excel in life by promoting character development, life skills, and values through education and the game of golf. They have had countless success stories over their 20 years. One such example is Eddie. A refugee from Uganda, Eddie’s family received a lottery ticket to leave the refugee camp and move to San Diego. After living in a homeless shelter for years, Eddie found Pro Kids. Pro Kids provided Eddie a scholarship to attend California State University, Los Angeles where he graduated with a degree in

political science in 2002. He now is opening an orphanage in Uganda with programs that incorporate and education and sports in their core values, a model similar to Pro Kids'.

As a result of working with SVP, Pro Kids is a stronger and more effective organization. They achieved improvements in board governance, clarity of mission, adoption of a 3-year plan, the ability to measure outcomes, and significantly improved internal communications.

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ORGANIzATIONAL IMPACT / MEET OUR INVESTEES

Mid-City CAN is empowering the residents of City Heights while truly making a difference in people’s everyday lives. It is deeply rewarding to see our Partners’ business-world

experiences enhance Mid-City CAN’s efforts.

Robin Pruitt, Mid-City Can Lead Partner

Mid-City Can

of understanding to launch a pilot restorative justice program in City Heights as an alternative to juvenile incarceration.

School bus routes in City Heights transport students to campuses outside of the neighborhood forcing local residents to allocate scarce financial resources to paying bus fares that

The Mid-City Community Advocacy Network creates a safe, productive, and healthy community through collaboration, advocacy, and organizing.

There are many amazing examples of Mid City CAN’s success. Thanks to their Peace Promotion Momentum Team, the San Diego County District Attorney’s Office has signed a memo

allow their kids to get an education. To support these families, Mid-City CAN has implemented the first no-cost youth bus pass program in San Diego that allows low-income young people to safely get to and from work and school- thereby allowing them improved educational opportunities.

My experience as a Lead Partner was invaluable in understanding what my SVP investment really means to a small nonprofit and how SVP resources are the

“hidden asset.” Working with the OWG Board, with the Executive Director, and over 13 Partners, I truly saw our impact in action.

Jan thompson, Lead Partner Olivewood Gardens

Olivewood Garden and Learning Center

from children and families through their many free weekend events including Kids in the Kitchen, Day of Play, and monthly Open House tours. Over the last year, Olivewood Gardens saw increased numbers in all areas of programming but especially the growth and involvement of their parents in the Cooking for Salud! Program.

Olivewood Gardens connects and motivates students and families from diverse backgrounds through organic gardening, environmental stewardship, and nutrition education- empowering them to be healthy and active citizens. They received 9,589 visits from children, family members, and community members, and an additional 3,488 visits

Together, Olivewood and SDSVP have identified the key stories that show Olivewoods uniqueness, and developed their leadership through Board Committees and volunteer action. Creating the For Impact Engagement Tool was a huge success and Olivewood is excited to take this Vision out to the community to recruit more champions and investors.

In October 2013, San Diego Social Venture Partners held the 2nd Annual Advance San Diego Competition- a showcase of nonprofit innovators who have found better ways to positively impact our community.

Thirty accepted applicants attended two workshops and worked closely with individual mentors paired from the business community to refine their pitches, and tell their stories in the most compelling ways possible. From

this group, 15 finalists were selected to compete in a “fast pitch” competition in front of a panel of judges and a live audience of over 400 foundations, philanthropists, and community members.

Each nonprofit leader had three minutes to powerfully communicate their visions and capacities to create positive social change. These outstanding nonprofits competed for awards totaling $75,000 in cash plus in-kind services.

2013 advance san Diego Winners were: • Workshops for Warriors• California Veterans Legal Task Force• San Diego Military Collaborative • Inika Small Earth, Inc.• Whatever It Takes• Reality Changers• Just in Time for Foster Youth

3 MINUTES TO UNLEASH POTENTIAL

advance san Diego 2013 set the stage for an even more exciting event on october 8, 2014. save the date!

Advance San Diego is so much more than an inspiring celebration of the ingenuity, vitality and impact of San Diego's nonprofits. It is a months-long, potent combination of nonprofit

champions, business leaders and communication experts that increases our region's collective capacity for positive change.

Connie Matsui, San Diego Foundation

SDSVP.ORG 9

SOUTH KOREA

BEIJING

DALLAS

LOS ANGELES

PITTSBURGH

SAN DIEGO

SILICON VALLEY

ST. LOUIS

PHOENIX

PORK CITY

BOSTON

BRITISHCOLUMBIA

BOULDER COUNTY

CALGARY

CHARLOTTE

CHARLESTON

TAMPA BAY

CINCINNATI

CLEVELAND

DENVER

GREATER TUCSON

MINNESOTA

PORTLAND

SACRAMENTOSAN FRANCISCO

RHODECONNECTICUT

ISLAND

SANTABARBARA

SEATTLE

TORONTO

CHINAAUSTIN

WATERLOO

CHICAGO

CANADA

UNITEDSTATES

SEOUL

MELBOURNE

AUSTRALIAINDIA

BANGALORE

TOKYO

JAPAN

SYSTEM IMPACT / Bigger Than San Diego

TUCSONTucson has offi cially launched the Helaine Levy Fellowship Program. This fellowship is named in honor of their co-founder and longtime advocate, Helaine Levy, and refl ects her spirit and ethos. Helaine’s hope is that SVP Fellows may learn to approach things from a diff erent angle and become creative problem-solvers with new perspectives to benefi t their community. In 2014, SVP Tucson plans to award 2 two-year Fellowships.

10 SVP SAN DIEGO / 2014 IMPACT REPORT

SVP is both local and global. On the one hand, this is philanthropy rooted in your backyard. Our Partners invest money, time and skills in nonprofi ts that share their immediate community. One the other hand, they are also part of an international network of 3000 philanthropists, entrepreneurs, and change-makers.

TOGETHER WE HAVE GIVEN MORE THAN

$53 MILLION AND HUNDREDS OF THOUSANDS

OF VOLUNTEER HOURS TO 685+ NONPROFITS.

And we’re growing! We now have member organizations in 38 cities across the world, and new opportunities present themselves every day. Check out some of the great projects going on around the network below!

VANCOUVERWith the support of Co-Funding from the Family Francis Foundation and PNG Foundation, SVP Vancouver has entered into a partnership with Traction on Demand and their charity arm, Traction for Good, to develop a customer relationship management system for SVP Investees using the SalesForce platform. With such a tool, their Investees will be able to replace a myriad of spreadsheets, while freeing up valuable staff to be more eff ective in their communications with their key supporters.

SDSVP.ORG 13

How Do You Fit In?Whether you are an SVP Partner who wants to get more engaged, an individual hoping

to realize greater impact with your giving, or a nonprofit looking to take your work to the

next level — we want to hear from you!

admin@sdsvp.org | www.sdsvp.org

Special Thanks To:

Thank YouWe are tremendously grateful for our community of Partners. Their time and talent, their generosity, their drive for something better… these are the roots of transformation – for individuals, for organizations, for our community.

12 SVP SAN DIEGO / 2014 IMPACT REPORT

Aaron ContorerAaron DavisAdam BrownAlan SorkinAllan RudickAmar ShahAmy LarsonAndrew ZanelliAndy KaiserAndy RindeAngie VorhiesAnton AndersonAnu GarimellaApril BolducArlene PelavinArmin AfsahiBhairvee ShavdiaBill HahnBob BlanchardBob EddyBob KleinBrad KlebanBrad LupienBrett OslundBuzz BersteinCallie CraigCami MattsonCarla MercerCarrie GarnerCindy BornemannDan WimsattDana ParnesDave HartmanDavid CornsweetDavid JohnsonDavid LynnDavid ParkerDenise JohnstonDiane WagenerEd PelavinEllyn LevineEric Busboom

Erica HalpernFlorence ZahnGari GarimellaGina EllisGina ZanelliGinger InaGraham PearceHarriet CarterHelmut KiffmannHoward FarfelIda BrownIlise KesslinIngo HentschelIrwin ZahnJames BornemannJames BraileanJan ThompsonJaniffer PearceJeff BrownJen HamiltonJenni BusboomJennie CornsweetJennifer PerkinsonJerry SchneiderJessica PressmanJill BrasgaJill MendlenJim CraftJim KennedyJim SyranJoAnne BergJoe FischJohn R. ThomasJosh HeinleinJoy CampanaroJoyce AxelrodJoyce RossJudith BoydJudith SimmonsJulie DeMeulesJulie KlebanJulie Pardee

Karen BraileanKathy FacklerKatie BlandoKeiko SchneiderKen BrownKim McKewonKris GelbartLarry KesslinLeigh JohnsonLinda BersteinLisa BrockmanLisa CurryLisa LiguoriLori ContorerLouarn SorkinMacy OlivasMark DillonMark FacklerMark NeilsonMarty GoodmanMichael CarmenMichael HalpernMichael McConnellMichelle BaileyMorgan DayMoshe EngelbergNancy Cannon-O'ConnellNancy O'LearyPam CarmenPam NessPat WalshPat MoorePatricia SyranPatrick DempseyPatrick JohnstonPatsy HartmanPaul DavisPeg EddyPeter CohenRachel CamachoRachel Van BettenRaj Kaji

Ray EllisRay LuciaRay McKewonRenee BryanRenee SiegelRicardo AlvarezRich GelbartRichard BockoffRichard InaRichard SandstromRick MendlenRick RossRobin PruittSandra TimmonsScot ChisholmScott ArnoldScott TrittSean FerrellSharon BakchtSharon BockoffSharon LawrenceSherri NeashamStacey SultarStan SiegelSteve HamiltonSteve NessSteve SwintonSusan HeinleinSusie SwintonTejal KajiThomas BoydTina Chen-PetersTom Van BettenTom CampanaroTom KarloTom O'ConnellTrevor CallanTrina HesterTuck ForsythWally KleinWim Selders

AMN HealthcareGeocon, Inc.Cox CommunicationsThe Patricia and Christopher Weil Family Foundation

Moxie FoundationThe Patriots Initiative of the Rancho Santa Fe Foundation

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