Application

Application
2023 Fall Cycle Deadline:

Thursday, July 27

Take your organization to the next level by applying for SVP’s pro bono consulting support. Selected nonprofits will receive highly skilled support delivered in deep partnership.

This form allows you to save your progress and return later to finish. Please contact Erica Halpern with any questions.
The Basics
Organization Name*
ED/CEO Name*

First NameLast Name
ED/CEO Title*
How does the CEO/ ED identify? (Please note, this question is for tracking purposes only and will not affect application status.)
How does the CEO/ED identify? Select all that apply. (Please note, this question is for tracking purposes only and will not affect selection.)*

Arab / Middle Eastern AmericanAsian American / Pacific IslanderBlack / African AmericanHispanic / Latino/a/xNative American / IndigenousWhite / CaucasianPrefer not to stateUnknown
ED/CEO Email*
example@example.com
ED/CEO Phone*

Area CodePhone Number
Primary Contact (if not ED/CEO)

First NameLast Name
Primary Contact Title
Primary Contact Email
Primary Contact Phone

Area CodePhone Number
Website*
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
How did you hear about this opportunity?*
Eligibility

Is the organization:*

	Yes	No
a registered 501(c)(3)
budgeting income between $400K and $7mm
staffed with at least two full-time exempt employees
headquartered in San Diego County
primarily serving populations in San Diego County

Is the organization fiscally sponsored by a 501(c)(3)?*

NoYes
What is the sponsoring organization?
Is the organization affiliated with a national or parent organization?*

NoYes
What is the role of the national or parent organization (e.g. operations, programming, fundraising, expenses and governance)? Is the local nonprofit independent? 100 words max

0/100
Is the organization currently working with another consultant(s)?*

NoYes
If yes, please describe their work and its relevance to your organizational capacity building.

0/100
If the organization does not meet the eligibility requirements, explain why it should still be considered for selection. 100 words max

0/100
Tell us more!
Mission*

0/100
Describe your key programs. 200 words max*

0/200

What is the number of people in each category?*

	Number of
Clients served annually
Full-time employees
Part-time employees
Active Volunteers
Board Members

How does your client population identify? (Select all that apply.)*

Arab / Middle Eastern AmericanAsian American / Pacific IslanderBlack / African AmericanHispanic / Latino/a/xNative American / IndigenousWhite / CaucasianPrefer not to stateUnknown
What area/s of San Diego does the nonprofit serve? Select all that apply. (See map link below.)*

CentralEastNorth CentralNorth CoastalNorth InlandSouth
Click here for a map of San Diego regions.
Would you describe the organization as:*

Just starting or about to launchEarly stageEstablishedMature
How many years has your organization been a 501(c)(3) or fiscally sponsored by a 501(c)(3)?*
Link to executive director bio on website or upload through the button below:
Upload the executive director's bio if not linked above:

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Link to board of directors bios on website if available:
Upload the board of directors bios if not linked above:

Browse Files

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How would you characterize your board?*

Founder's Board: Original founder is still on the board and plays a significant roleWorking Board: Board members play key roles in running the organizationGovernance Board: Board stays focused on setting direction, approving the budget and overseeing ED/CEOHybrid Board: Combination of Working Board and Governance Board
Your Financial Picture
What is your fiscal year start date?*

MonthDayYear
Date

Three-Year Financials*

	Fiscal Year	Revenue	Expense
Current FY Budget
Last FY
Prior FY
Prior FY

What are your approximate current cash reserves?*

Approximately what portion of your funding comes from these sources:*

	Percent (%)
Grants (Foundations)
Grants (Corporate)
Grants (Government)
Individuals
Earned Revenue
Other

What percent of your grant revenue is unrestricted?*
Describe any recent or anticipated changes to your funding or the composition of your revenue. 100 words max

0/100
Please attach the following documents. You may upload multiple documents using the link below.
- Most recent year-end financial statements (P&L / Statement of Activities and Balance Sheet/ Statement of Financial Position)
- Most recent year-to-date financial statements (P&L/ Statement of Activities and Balance Sheet/ Statement of Financial Position)
- Most recent 990 IRS filing
- Audited financials, if you have them
*

Upload Multiple Files

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Your Improvement Goals
In this section, we ask for your candor about your goals for improving your organization. We are not looking for perfect organizations; we are looking for those that will most benefit from an alliance with SVP wherein we become significantly involved in growing your organizational capacity. Your responses will be kept confidential within our organization.

Please indicate how high of a priority improving each of the following support areas is for your organization with 1 as high priority and 5 as low priority. An area may be low priority because it is already working well, or it could be a low priority because it isn't central to the organization's impact.*

	1 (High Priority)	2	3 (Medium Priority)	4	5 (Low Priority)	Not Sure
Board Governance
Communication & Messaging
Facilities & Real Estate
Finance & Budget Planning
Human Resources
Information Technology
Leadership Development
Marketing
Operations
Program Development & Evaluation
Revenue Stream Development
Strategic Planning
Other

We want to understand more about your goals and challenges. Please select up to three of your priority areas indicated above and tell us more in the section below. This will not limit the support areas for our engagement if your organization is selected. SVP teams typically work on multiple support areas over the course of the partnership.
Priority Area #1*
Priority Area #1: Describe why this area is a priority and how improvements will increase your impact. 200 words max*

0/200
Priority Area #2
Priority Area #2: Describe why this area is a priority and how improvements will increase your impact. 200 words max

0/200
Priority Area #3
Priority Area #3: Describe why this area is a priority and how improvements will increase your impact. 200 words max

0/200
We look for organizations that are at a critical juncture at which working with SVP's support will help take impact to the next level. Please explain why this is the right time for your organization to partner with SVP. 200 words max*

0/200
You may attach up to two additional documents if you believe they support our understanding of your impact and your organizational needs. You are not required to submit any additional documents and we will only review additional attachments as time allows. Examples of documents that may be helpful as background could include items such as impact reports and program descriptions.

Upload a File

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I hereby authorize San Diego Social Venture Partners (SVP) to list the name of our organization and our logo on their website (www.sdsvp.org), electronic newsletters, emails, social media or other publications to indicate that we received SVP's volunteer support without payment or any other consideration. A generic statement of the type of volunteer support, duration and parties involved may also be included. Any further communication, marketing, or outreach materials related to the nature, outcome or details of the activity in which we mutually engage is allowable with prior approval from me or other executive level leadership.

As a material condition to San Diego Social Venture Partners’ (SVP)’s entering into a volunteer engagement with your organization, your organization hereby waives, releases, holds harmless and forever discharges SVP and each of its employees, officers, directors, members, partners, affiliates, agents, attorneys, successors, and assigns, of and from any and all claims, demands, debts, contracts, expenses, causes of action, lawsuits, damages, and liabilities, of every kind and nature, whether known or unknown, in law or equity, that your organization has or may have, arising from or in any way related to your relationship with SVP; provided that this waiver of liability does not apply to any acts of gross negligence or intentional misconduct.
Name*

First NameLast Name
Signature

Clear
Thank you for taking the time to apply for an SVP pro bono consulting engagement. You will receive a copy of your request form upon submission. If you have any questions, please contact Erica Halpern.
Should be Empty:

2023 Fall Cycle Deadline:

Thursday, July 27

The Basics

Eligibility

Tell us more!

Your Financial Picture

Your Improvement Goals