The criteria for scoring letters of interest from prospective investees.
Information packet for Investment Committee members participating in grantmaking activities. Information includes time commitment and reponsibilities, grantmaking principles and process, and confidentiality and conflict of interest agreement.
Letter of Interest packet for prospective investees, including application requirements and process details.
Annual work plan to guide the working relationship between the SVP and investee, and provide performance measurement criteria to evaluate the progress of the relationship in the current funding cycle.
A visual timeline of the process for considering and making grants by the investment team.
A description of SVP Portland’s investment approach and process for grantmaking.
A checklist of tasks for the investment team members during the due diligence process.
A tool used for scoring investee grant proposals.
