VP in Practice
INVESTMENT APPRAISAL
- Disentangling Gut Feeling – Assesing the Integrity of Social Entrepreneurs, by A.Achleitner, E.Lutz, J.Mayer, W.Spiess-Knafl, Centre for Entrepreneurial and Financial Studies, August 2011
- Barclays Wealth Early Interventions: An Economic Approach to Charitable Giving, in co-operation with new Philanthropy Capital, 2011
- An analysis of CSO readiness for social enterprise upon entering the NVF due diligence process, Parad, NESsT, 2009
- Business Model Innovation WorkBook: How Social Entrepreneurs Design and Assess Innovative Business Models, Santos, Insead, 2009
- Balancing financial risk and social reform, CAF Venturesome, May 2008
VP PRACTICES
High Engagement
- Working with Grantees: The Keys to Success and Five Program Officers Who Exemplify Them, Buteau, Buchanan, Chu, Centre for New Philanthropy, 2010
- Perceptions Matters: How VPP is Learning from Its Stakeholders, Venture Philanthropy Partners, October 2009
- Coaching and Philanthropy: An Action Guide for Grantmakers, Grantmakers for Effective Organizations, 2010
- More than Money: Making a Difference with Assistance Beyond the Grant, Buteau, Buchanan, Bolanos, Brock, Chang, the Centre for Effective Philanthropy
Capacity-Building
- Trusteeship 2010: An Update for Charity Trustees, New Philanthropy Capital, July 2010
- How to connect with donors: Essential Messages for Charities, Charities Aid Foundation, 2010
- The Charities Aid Foundation Grant Programme: Learning from Capacity Building and Lessons from Other Funders, Cornforth, Mordaunt, Aiken, Otto, Charities Aid Foundation, 2008
- Beyond Compliance: The Trustee Viewpoint on Effective Foundation Governance, by the Centre for Effective Philanthropy, 2005
- Enterprising charities: Transitioning from grants to trading, CAF Venturesome, 2008
- Charities and marketing, CAF Venturesome, 2008
- Quasi- Equity case study in using revenue participation agreements, CAF Venturesome,2008Enterprising charities- Transitioning from grants to trading, CAF Venturesome, 2008
- Rescues of organisations at risk:Rescues or turnarounds of organizations at risk, CAF Venturesome, 2005
Scaling and Replication
- Growing Social Enterprise: research into social replication, Lidija Mavra, Social Enterprise Coalition, Big Lottery Fund, 2011
- Enterprise Solutions to Scale, Shell Foundation, 2010
- Effective Capacity Building in Nonprofit Organizations, Mc Kinsey for Venture Philanthropy Partners, 2001
- Capacity Assessment Grid, excerpt from Effective Capacity Building in Nonprofit Organizations, Mc Kinsey for Venture Philanthropy Partners, 2001
- Going to scale: The challenge of Replicating Social Programs, J. Bradach, Stanford Social Innovation review, 2003
- Developing a Franchising Agreement for your Social Enterprise, UnLtd Ventures, 2007
- Nonprofit Geographic Expansion: Branches, Affiliates or both?, J.W-Skillern, B. Battle Anderson, Duke University, 2003
- Social Enterprise Replication, UnLtd Ventures, 2007
Non-financial Support
Tailored Financing
- Understanding the True Potential of Hybrid Financing Strategies for Social Entrepreneurs, by Maximilian Martin, Impact Economy Working Paper Vol.2, 2011
- Social Impact Bonds: A promising new financing model to accelerate social innovation and improve government perfromance, Centre for American Progress, 2011
- Social Impact Bonds: A Technical Guide to Developing Social Impact Bonds, Social Finance, 2011
- Towards a new social economy: Blended value creation through Social Impact Bonds, Social Finance, 2010
- Social Impact Bonds: Rethinking finance for social outcomes, Social Finance, 2009
- Granting Success: Lessons from Funders and Charities, Brick, Kail, Järvinen and Fiennes, New Philanthropy Capital, January 2009
- Acess to capital: A briefing paper, CAF Venturesome, September 2009
- Quasi Equity: Case study in using Revenue Participation Agreements, CAF Venturesome, 2008
- Spectrum of Investments Options vs Public Benefit purpose, EFC
- The Power of underwriting, CAF Venturesome, 2005
Performance Measurement
- Data Driven, A Performance Analysis for the Impact Investing Industry, 2011 IRIS Data Report, by the GIIN and IRIS
- Inspiring Impact, Working together for a bigger impact in the UK social sector, Tris Lumley, Benedict Rickey, Matthew Pike, New Philanthropy Capital, December 2011
- A Journey to Greater Impact, Six charities that learned to measure better, New Philanthropy Capital, November 2011
- Tough times, Creative Measures – what will it take to help the social sector embrace an outcome culture?, Urban Institute and Venture Philanthropy Partners, 5 October 2011
- Leap of Reason, Managing to Outcomes in an Era of Scarcity, Executive Summary, by Mario Morino, Venture Philanthropy Partners, 2011
- The Limits of Nonprofit Impact: A Contigency Framework for Measuring Social Performance. Alnoor Ebrahim, V. Kasturi Rangan. Harvard Business School, 2010
- Improving prisoners’ family ties: Piloting a shared measurement approach, New Philanthropy Capital, 2011
- Case Study from the KL Felicitas Foundation & the GIIN, IRIS, 2011
- What is the relationship between IRIS and SROI?
- NPC’s charity effectiveness grading grid, New Philanthropy Capital, 2010
- SROI Methodology: An Introduction, Social E-valuator, 2008
- A guide to Social Return on Investment, Nicholls, Lawlor, Neitzert, Goodspeed, the Cabinet Office, 2009
- Performance Culture: A Survey of our Portfolio I Investments in Organizations Serving Children and Youth, Venture Philanthropy Partners, 2009
- Approach to Acessing social impact, CAF Venturesome, May 2008
- Simple Measures for Social Enterprise, Trelstad, Innovations, MIT Press, 3(3), 105-118, Summer 2008
- Why measuring and communicating social value can help social enterprise become more competitive, Nicholls, The Cabinet Office, 2007
- Measuring and/or Estimating Social Value Creation: Insights Into Eight Integrated Cost Approaches, Tuna, Bill & Melinda Gates Foundation, 2008
- Valuing Potential: An SROI analysis on Columba 1400, Keen, New philanthropy Capital, 2008
Case Studies
- Finding its soul – tools for responsible microfinance, Interview with Jean-Luc Perron, Managing Director the Grameen Crédit Agricole Microfinance Foundation, February 2012
- Oltre Venture and PerMicro: A new frontier in the Italian landscape, EVPA VP Update, October 2011
- Inspiring Scotland: Helping the vulnerable through partnership and collaboration – the investment model behind Inspiring Scotland, EVPA VP Update, February 2011
- Phitrust Active Investors: Phitrust finds a hybrid approach to easing ills, EVPA VP Update, January 2011
- Voxtra: Voxtra puts the focus on growing a culture of venture philanthropy, EVPA VP Update, September 2010
- Bridges Ventures: Bridges Ventures links financial returns to social and environmental benefits, EVPA VP UPdate, July 2010
- TowerBrook Foundation:Venture Philanthropy helps TowerBrook Foundation make effective change, EVPA VP Update, May 2010
PRACTICAL TOOLS