Archive for the ‘Partner Posts’ Category

Board challenges culture of deference: Lessons from Penn State Tragedy

December 3rd, 2012

A Moment for Mindful Governance

by Patricia Andrade, SVPGT Board Vice-chair and Governance committee chair

At SVPGT’s most recent board meeting, we dealt with some important agenda items, but then took time to further our own growth as individual board members and collectively as a governing body.

When we sent out our board meeting packet last week, we included an opinion piece from an issue of The Chronicle of Philanthropy published last summer. It was meant to stimulate discussion about governance practices, with the goal of elevating our own performance as a board. The piece, “Damage Done by a Culture of Deference:  Leadership Lessons from the Penn State Tragedy,” written by a foundation executive, summarized the key points that boards could learn from the recent Penn State University debacle. Most importantly, the author argued, the board’s habits, processes, and systems – taken together, its culture – had inadvertently contributed to its failure to discharge its responsibilities.  As boards, however, it’s not enough to claim that our failings were inadvertent. We must actively take steps to learn about good governance, to be aware of our board’s strengths and weaknesses, and then to build on our strengths and to mitigate our weaknesses in an intentional way.

Our conversation, while limited to 20 minutes, was thoughtful and wide-ranging. It was less about the Penn State case than it was about considering the formal and informal ways that SVPGT creates a culture of strong board leadership representing diverse perspectives. Ideas discussed ranged from ensuring that the Board/Executive Director partnership is open and appropriately balanced, to taking personal responsibility for being knowledgeable about all aspects of our fiduciary requirements (including the inner workings of our financial reporting). We decided that we will revisit our current board structure, in which our committee chairs are automatically board members, to see if it supports our desire to maximize opportunities for Partners to meaningfully participate in the leadership of the partnership.

Board meetings are usually jam-packed with important operational reports and strategic updates. These are the “bread and butter” of our work. But it’s essential to step back, regularly and purposefully, to assess (and challenge) our assumptions and practices. Much like we have to change up our workout routines periodically to move beyond our current fitness levels, it’s important for board members to invest time in learning how to be more effective leaders. I’m proud that our board is committed to its ongoing development.

By the way, if you’d like to read the article that inspired our discussion, click here.

Register for SVP Conference in Portland Today!

September 5th, 2012

A word from Mark Rubin, Chief Engager and Founding Partner

 

Why should you go to the Social Venture Partners Annual Conference in Portland Oregon in early November (from Thursday evening, 11/8 through noon on Saturday, 11/10)? No, really, why should you go?

I could try the 10 reasons list that David Letterman made famous, but I employ no writers to make me look good and sound funny, and I’ve been gone for 17 days and have piles of paper that require my attention! I could tell you all about the great food and spirits you’ll find in Portland—including food at Luce, one of Bon Appetit’s ten best new restaurants of 2012, and food trucks galore—but I left my foodie magazines at home. I could share with you the exciting programming that will be presented at the conference, but you can read about all of that here. I can tell you our very cool staff members—Julia and Erin—are going, as well as my wife Jane and I (and at least two other Partners), and that we’ll all have a better time if you’re with us.

Alas, if I haven’t persuaded you yet, I must share with you the fact that going to Cleveland for the 2009 Annual Conference—yes, that’s Cleveland, with the Rock and Roll Hall of Fame as the party venue—was a highlight of my six years with SVPGT. Terrific programming, yes, but what really made the trip was meeting and spending time with a truly committed bunch of highly talented people who, with huge hearts and big brains, want to change the world!!! Those are the people with whom I want to share my time!

Now, acknowledging the limits of time, wallets, etc., I hope and expect that you’ll be joining us in Portland. Click here to REGISTER or contact Julia for more info.

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Pledging Longer, Fewer and Deeper Bets: Lance Fors in Alliance Magazine

June 4th, 2012

Are you a risk taker? What’s the riskiest thing you’ve done lately? Lance Fors of SV2, a venture capitalist with both for-profit and non-profit organizations, shares his seasoned perspective on risky investments in ”Pledging Longer, Fewer and Deeper Bets.”  As social entrepreneurs, are we willing to take greater risks in order to create change in our community?

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“With venture capital, the fear of loss can override the desire for gain…I believe you have to balance the fear of loss against the desire for gain.”

 

    Lance Fors Alliance Magazine June 2012

Value of SVP greater than cost

May 18th, 2012

By Mark Rubin                                                                                                                                                                                                                  

-Founding Partner, Chief Engager and Guest Contributor

Mark is a lawyer, fiduciary, teacher and recognized expert in the area of professional ethics. In addition to active non-profit community engagement, one may also find Mark busy in his garden or kitchen or relaxing with a glass of red wine and traces of dark chocolate on his fingertips. He is the author of A Life at 50-ish.
Lord Darlington, thanks to Oscar Wilde, called a cynic “a man who knows the price of everything and the value of nothing” in Lady Windermere’s Fan. This oft-used and rarely attributed maxim passed through some synapses the other day and connected up with Social Venture Partners (I was listening to Paul McCartney sing love songs on a recent album he released with Diana Krall’s band when this linkage occurred. Minds wander often, some more than others, and mine is rarely on the reservation when I’m not in work mode).

When we recruit new Partners, cost comes up, for sure. And in our community, because our philanthropic scale is set pretty low, $5000 per year is a lot of money. (Not so much everywhere else. Recently, a New York City client of mine was being honored by a charity. I got the ask, sent some money and noted that tables for the dinner were between $10,000 and $25,000. Glad I live here!!!)

As we share our story, we must focus on value. If cost comes up, it comes up, and if it’s a big issue for a prospective Partner at the outset, we may not be a good fit. If we focus on value, though, and “show and tell” the value well, for the right person the $5000 can be almost inconsequential. We won’t be right every time, but if we stick with value, we’ll be right often enough.

And what is our value? I think we are the small group of thoughtful, committed people referenced in the famous quote: “Never doubt that a small group of thoughtful, committed citizens can change the world. Indeed, it is the only thing that ever has.”** Many people in our community contribute their time, talent and treasure to help change our world, but I know no other enterprise that has as its mission bringing to situations—in a totally focused way—the time, talent and treasure of a thoughtful, committed (and highly talented) group of people.

So as you go forth, day by day, spread the word about SVPGT, but focus on the value, not the cost. And please share any thoughts you have about the value you receive from your involvement with Social Venture Partners. (And, if you are in Tucson for the summer, stay tuned for and try to attend our summer events.)

**P.S. Research tells me Margaret Mead may not really be responsible for this gem. WikiQuote is fascinating for its comments about quotations and the people to whom they are attributed. Lots of undeserved credit floating around out there!

Reflections and “Epiphanies” from SVP Conference in Scottsdale

April 19th, 2012

By Mark Rubin

-Founding Partner, Chief Engager and Guest Contributor

Mark is a lawyer, fiduciary, teacher and recognized expert in the area of professional ethics. In addition to active non-profit community engagement, one may also find Mark busy in his garden or kitchen or relaxing with a glass of red wine and traces of dark chocolate on his fingertips. He is the author of A Life at 50-ish.

 

There is an old adage about seminars: Learn one thing and you’ve gotten your money’s worth! I attended the Social Venture Partners Turn Up the Heat: Next-Level Strategies for SVP Winter Conference in Scottsdale on April 16-17. I attended two programs, learned two big things and got a big reminder about the value of Social Venture Partners. Oh, and there was an EPIPHANY! Pretty good value!!!

First, I attended a dinner focused on collective impact. Several presenters related collective impact experiences in their communities. The issues on which these communities focused varied, although most of them worked on education. The players were different, community by community, and the processes also differed. One strand, however, was evident throughout: successful endeavors require a substantial amount of time, talent and treasure, and a total devotion to measurable outcomes.

Can we “do” collective impact in Tucson?  The Community Foundation for Southern Arizona is, already!  As for “can we,” if the “we” is Social Venture Partners, I think the answer is “not right now,” for we lack the capital and other resources that are necessary to be successful. Can we use our social capital to help make things happen in our community? Absolutely, and I hope and expect that we’ll be discussing this issue in the coming months.

Second, I attended The Art and Science of Fund Development, a full-day program about fund development issues. The big takeaway:  Words really matter!  Framing the way in which we communicate about Social Venture Partners—about why we do what we do, and how what we do matters—drives our level of success in broadening our support base. Of course, the message that words matter is not new, but the presentations about how we share our stories allowed me to see the issue from new perspectives. I deal with words every day from 8 to 5. I know they matter greatly (sometimes I tell people I am a technical writer whose forum happens to be the courts). Now I also know I need to give to my SVP life the same attention to words that I give them in my work life.

I also had an epiphany about the fund development side of Social Venture Partners of Greater Tucson. There are epiphanies, though, and then there are EPIPHANIES! I had a few epiphanies during the session, and the EPIPHANY on the drive home from Scottsdale. The EPIPHANY: We own Social Venture Partners of Greater Tucson. We own this partnership, all of us, in the same way in which we own real estate, stocks and bonds, businesses, and other assets. We have made an investment, and now we are responsible for it. What that means, and how it translates into action, requires more thought and plenty of conversation. For now, I’m thinking about it and I hope and expect that it will be part of our conversation in the coming months.

Of course, spending time with Partners always adds value to my life. The SVP network includes a really fine bunch of dedicated, interesting people. Being with them is truly pleasurable!

Engaged Philanthropy and Proxemics: Creating an invaluable community of “reasonable people”

February 13th, 2012

By Mark Rubin, Founding Partner and Guest Contributor

Mark is a lawyer, fiduciary, teacher and recognized expert in the area of professional ethics. In addition to active non-profit community engagement, one may also find Mark busy in his garden or kitchen or relaxing with a glass of red wine and traces of dark chocolate on his fingertips. He is the author of A Life at 50-ish.

Brint Milward- National Institute for Civil Discourse

Partners mingle with guest speaker/Executive Director of the National Institute for Civil Discourse, Brint Milward (center).

At the National Institute for Civil Discourse/SVPGT event on January 19, Brint Milward—NICD’s Executive Director—made the following statement:

“One thing we know about social networks is that proximity usually breeds networking…You accept that even those who have different opinions are still reasonable people.”

 

This statement accounts in part for the success of Social Venture Partners and other giving models that involve more than simply writing checks to worthy causes. These models create philanthropic communities of reasonable people working closely together for the betterment of the community at large.

We are blessed with a group of partners whose pictures could appear in the dictionary next to “reasonable,” but the back and forth discourse we share with one another enriches all of us, keeps us engaged and gives us the energy we need to go forth and make our community better. Bottom line: We don’t face the same problems our elected representatives confront in Washington, but by working together we makes our lives and those of everyone around us better.

When I share the SVP story with others, many of whom are people with a propensity for sharing their treasure, I hear from time to time the queries: “Don’t you waste lots of money?” or “It’s more efficient to give directly to X, Y or Z.” In one sense they are right, for if we assume a zero sum game, a dollar spent on marketing SVPGT is a dollar not spent teaching a child to read. On the other hand, if the real purpose involves building a better community where people can share their experiences, their knowledge, and their enthusiasm for making sure we have a literate community in the not distant future, the dollar that helps create the environment for sharing and building enthusiasm multiplies itself many times over.

Let’s put non-profits out of business!?

November 28th, 2011

By Mark Rubin


-Founding Partner and Guest Contributor

Mark is a lawyer, fiduciary, teacher and recognized expert in the area of professional ethics. In addition to active non-profit community engagement, one may also find Mark busy in his garden or kitchen or relaxing with a glass of red wine and traces of dark chocolate on his fingertips. He is the author of A Life at 50-ish.

 

Tucsonans support nonprofits with their time, talent and treasure at rates that exceed, by significant measures, those of communities much larger. (I could offer lots of statistics but please, just take my word for it!) We do so from a metropolitan area that is hardly doing well in our tough economic times. Who knows why, for sure, but we’re a generous, caring bunch of people.

So all of that is good, right? Yes, but it’s not enough! That’s right, not enough!!! For all we do, we’re working in a growth industry that cannot keep up with demand. More people with needs face us every day, and our industry lacks adequate capital (money and infrastructure) to serve its customers. And we simply can’t raise enough money to take care of everyone who needs help. Even in good times lots of people fell through the holes in the net!

So, that’s the bad news! What’s the good news? The nonprofit sector is in the midst of a renaissance. Really smart people are focused on generating better returns on investments. No, I’m not talking about picking better stocks within endowments. I’m referring to groups of people coming together to solve problems by focusing on outcomes and best practices. (In simple terms, please? Dollars can be stretched, so that they reach more people, more significantly. Think “working smarter.”

I’m oversimplifying, of course, but here are some examples:

So I have this dream:  For nonprofits to be out of business when I’m too old to be engaged in philanthropy, but only because they won’t be needed anymore! Because having an educated population will, once again, be valued by everyone to such a degree that we all share the cost. Because it won’t be acceptable for people to lack food in the wealthiest country in the world. Because … well, you get the point!

I figure on about 25 years to fulfill my dream. (Maybe 79—me in 25 years—will be the new 35, but right now I’m assuming 79 will be 79 in 25 years!) My dream presents lots of challenges, and 25 years is not a long time, but I know the goal is worthy and that if talented, committed people put their heads together, we can make great things happen. I also know two more things:  First, many, many people share my dream. Second, Social Venture Partners Greater Tucson provides a platform for us to work together to achieve the dream. We’re embarking on new engagement efforts that will ready all of us for the challenges and opportunities that are here, right now. Stay tuned! In the meantime—a few weeks—check out some of the links and explore. There’s so much going on in our world , and if we want to really, really make a difference, we all need to get really smart!!!

Altruism as a hedonistic pleasure? Guest blog post: Mark Rubin

November 4th, 2011

By: Mark Rubin

Founding Partner Mark Rubin will be writing a series of guest blog posts here at SVPGT. Mark will be sparking up conversations about giving and spreading the word, and we’re looking forward to his pearls of wisdom. Stay tuned for more!

I hope everyone is well and heading into holiday season mode.  I saw a column in the New York Times by Nicholas Kristof—a hero, who has done more to expose child abuse than anyone I know of—about being addicted to exercise.  Interesting, and it caught my eye because I can’t seem to stay off my treadmill!  Alas, I digress, for what really registered were six short paragraphs at the end of the column that focused on altruism as a hedonistic pleasure.  That’s right:  Giving can be pleasurable!!!  The link is here, and I’ll let you read for yourselves.

My point:  We really help our friends when we expose them to positive opportunities to share their time, talent and treasure with others.  So, as the giving season approaches, think about sharing with your friends the great experiences you’ve had with Social Venture Partners.  Spread the word, for it may be the best gift you can offer! –Mark Rubin