Intro to the NW Social Venture Fund's Impact Investing Education Series, for students, investors and professionals.

1. Impact Investing Education Series
for students, investors, and professionals

2. • Our mission is to alleviate global suffering through scalable social
entrepreneurship & impact investing.
• We are a Series A Venture Capital Fund, part of the White House Grand
Challenges initiative, like the Gates Foundation, to tackle ambitious &
achievable goals to address & resolve global problems.
• Our work has been featured by Forbes, GeekWire, Wall Street Journal,
Sustainable Business Oregon, KATU, Portland Business Journal. We grew
out of a think tank for social impact, the Social Venture Society.
• In 2012 we participated in the White House Business Council for American
Economic Competitiveness, and in 2013 the SBA & TechStars' Global
Accelerator Network recognized us as one of the top 16 accelerators in the
United States.
Northwest Social Venture Fund

3. Business, philanthropy, and investing are changing in dynamic
ways. There is more opportunity than ever before, to blend these
sectors, and impact investing is due to see a significant increase
in capital in the next few years.
In the Impact Investing Education Series, we explore all types
of organizations and trends occurring in the hybrid spectrum of
nonprofit-for profit work, and help students, investors, and
professionals discover where to fit in,
and how to get fully engaged.

5. IIES Program Structure
• TRAINING: 6 workshops/webinars: content & technical training to increase
skills in finance and social impact
• ACHIEVE: Set & accomplish 6-12 Impact Milestones for your own personal /
professional development
• HANDS ON LEARNING: NWSVFund deal screening, portfolio analysis with
for-profit and social impact teams (nonprofit, hybrid and forprofit models),
special consultative projects with impact organizations
• PEER DISCUSSIONS: Frequent Industry Discussions & Reading Links / Videos
• SPECIAL OPPORTUNITIES: Coordinated tours of Gates Foundation, Mercy
Corps Action Center, Keiretsu Forum angel deal screen events, special
invites to investment competitions, events, NGO & company tours, etc.

6. Program Benefits & Outcomes
• Gain expertise in hybrid finance & impact thinking / frameworks
• Professional development – dive in and become more engaged
in areas you are interested in
• Hands on learning - learn via doing, not just talking / reading
• Connect to a wide variety of individuals and organizations in the
social impact sector, esp. in NW USA and East Africa
• Participate in due diligence on investment dealflow
• Develop skills to be strategic in assessing impact opportunities,
be more focused and effective in how you allocate your own
time / capital / skills to further causes you are passionate about.

7. Milestones for Effective Impact
"If you can't fly then run, if you can't run then walk, if you can't walk then crawl, but
whatever you do you have to keep moving forward.”
Martin Luther King Jr.
We encourage all participants in the Impact Investing Education Series to select
1 milestone in each area (Personal & Household Finance, Personal Priorities,
Lending/Investing/Donating, Volunteerism, and Personal Balance), and commit
to accomplish them by the end of the 6 learning sessions, (~1/ week or so), and
no more than a total of 12 (2/week).
We do not encourage participants to select goals that will create an undue
sense of overwhelm, or create stress, burnout or hardship on the individual or
family, but to work from within what you can do and what you do have, to
contribute to the personal priorities that mean the most for you.

8. Personal & Household Finance
• Create a basic annual household budget
• Set up an annual savings plan for your household
• Set up a annual debt management plan for your household
• Discuss your household budget as a family and review 1-3 annual financial
goals
• Decide how much time you have available on a weekly budget for
professional commitments, including employment, volunteer service,
educational efforts, events & conferences,
• Create a basic "giving plan" for the next 12 months, including budgeting for
the resources, capital, time, and energy you have to offer in humanitarian
and impact investing objectives.
• Meet with an accountant or financial advisor to discuss and update your
household financial plans for the coming year
• Other:

9. Personal Priorities
• Complete the Personal Priorities tab on the Annual Giving Allocation
• Write 12 pages in a journal about the humanitarian initiatives, projects, and
causes that are most meaningful to you
• Reflect on the organizations and institutions that have contributed the most
to you throughout your life, then send a thank you note, donation, or other
way to "give back" as thanks
• Identify your most unique, valuable, or helpful set of skills, experiences,
resources, and interests
• Find 13 organizations who would most benefit from the skills, experiences,
resources, and interests you have to offer
• Decide "what the bottom line is" for you as a volunteer, humanitarian or
impact investor, and create a personal slogan based around this outcome
for example, the Gates Foundation mission statement, that "All lives have
equal value".
• Complete the Gates Foundation challenge "If you were to create a
foundation, what causes and organizations would it support?
• Other:

10. Lending, Investing, Donating
• Buy a goat or other equipment through Mercy Corps or another NGO
• Make a loan on Kiva or Kiva Zip
• Find a new local nonprofit to support in the Willamette Give!Guide! or Charity
Navigator, and make a $50+ donation
• Make a crowdfunding "investment" on Kickstarter, Start Some Good,
IndieGoGo, or another platform
• Make a friends & family investment in the $1K$10K range
• Make a syndicated or personal angel investment in the $25K-$500K range
• Make an impact venture capital investment in the $1MM+ range
• Promote a fundraising event for a cause or organization you are involved
with, through email, social media, and word of mouth
• Set a personal fundraising goal for a cause or organization you are involved
with, and successfully accomplish or exceed this goal
• Attend a fundraiser for a cause or organization you are involved with, and
make a personal financial contribution at any level
• Other:

11. Volunteerism
• Decide how much time you have available for volunteerism this year
• Evaluate your current volunteer commitments and decide if there any
changes you wish to make
• Reengage with your volunteer organizations from last year about how to
contribute this year
• Explore new volunteer opportunities use the Willamette Give!Guide! or
Charity Navigator as a guide
• Make some introductions to people that you think will benefit the
organizations you support
• Visit a nonprofit you support and provide words of encouragement to the
organizing team
• Sign up for an advisory or board relationship
• Recruit a new volunteer for an organization you believe in
• Other:

12. Education & Industry Awareness
• Read Philanthrocapitalism, Designing for Behavior Change, or other book
about impact topics
• Watch ten 2-5 minute videos about social impact initiatives
• Attend an educational workshop on an industry topic
• Sign up for a program or course on an industry topic
• Tour the Gates Foundation Visitor Center or Mercy Corps Action Center
• Attend an industry conference (SoCAP, Tech4Change, Startup Weekend,
SXSW, Hacking Social Impact, etc.)
• Attend an investment competition or other investment event (Angel Oregon,
Keiretsu Forum, SVP Fast Pitch, Bend Venture Conference, Willamette
Angel Conference, New Venture Challenge, etc.)
• Participate as a mentor, judge, or speaker at an industry event or conference
• Other:

13. Personal Balance
• Sign up for a gym pass, workout class or athletic activity
• Take an entire day or weekend away from work
• Take the Burnout Quiz:
http://www.mindtools.com/stress/Brn/BurnoutSelfTest.htm
• Get a massage or other wellness activity
• Spend an afternoon with family & friends
• Schedule a session with a life coach, therapist or spiritual leader
• Spend the day in nature a hike in the forest, walk beach on the Coast,
kayaking, biking, skiing, etc.
• Take a long nap and rest up!
• Set the autoresponder on your email inbox and unplug from technology for
the weekend
• Other:

14. What Are Your Goals for Impact?
We would love to help you explore the dynamic
world of philanthrocapitalism, and get more
involved in impact investing!
If you would like join the program, please
complete registration & payment online,
at www.nwsvf.org/education,
and email us the 6-12 Impact Milestones
you wish to tackle during the
Impact Investing Education Series.