SVP Seattle Portfolio Review Committee Job Description

A description of the role and responsibilities of a member of the SVP Seattle committee which oversees the affiliate’s portfolio of investees.

SVP Seattle Portfolio Review Committee Calendar

An annual calendar of events of the SVP Seattle Portfolio Review Committee, detailing the committee’s timeline and time commitments for each event.

SVP Seattle Overview of Investee Midyear Review

A description of the process for midyear reviews for investees at SVP Seattle.

Partnering for Success: A Step-by-Step Guide to Investee Relations

This manual provides a structured system for managing your relationship with investees, from establishing a plan for working with each investee through “graduation.” It includes tips, case studies, checklists, forms […]

SVP Vancouver Lead Partner-Investee Quarterly Report Template

Lead partners complete this report on a quarterly basis to track investee progress.

SVP Boulder County 2013 Prospective Investee Proposal

SVP Boulder County’s form and guidelines for prospective investees that are invited to submit a proposal for a grant.

SVP Boulder County 2014 Call for Letters of Inquiry

SVP Boulder County’s Letter of Inquiry guidelines for prospective investees. This is the first step in the grant-seeking process.

SVP Dallas Nonprofit Orientation Session

SVP Dallas’s presentation on its grantmaking program and process to orient nonprofits interested in applying for a grant.