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Other Publications
Here you will find papers by organizations and individuals in the field exploring the many challenges of nonprofit-run social enterprises and investing in social change organizations.
Social Enterprise
Case Study: An Enterprising Failure
Paul Tracey and Owen Jarvis
Published in 2006, 6 pages
 [DOC] 571K
This case study looks at the rise and fall of Aspire, one of the first Social Enterprises in the United Kingdom to expand through franchising.
“Must Read” Publications on Social Enterprise
2 pages  [DOC] 54K
This list includes publications recommended by Jim McClurg of Social Enterprise Alliance (Seattle, WA), Kay Sohl of TACS (Portland, OR) and Jed Emerson (Senior Fellow, Generation Foundation, of Generation Investment Management).
Social Enterprise Typology  [LINK]
Kim Alter, Virtue Ventures, LLC
Published in 2004, 114 pages

This analysis categorizes the range of social enterprise models in order to help readers navigate through the diverse and dynamic landscape of this emerging field. It organizes practitioners on a philanthropic-to-commercial spectrum, and also presents operational models and case studies.
Changing Lives, Changing Times: Ch 1
Meredith Maran
Published in 2003
 [PDF] 222K
Chapter 1 of 5. A timely look at Juma Ventures’ first decade. Chock full of Juma’s successes, lessons learned and the great adventures along the way, this is an insider’s perspective on launching and sustaining social purpose enterprises and transforming lives. To order your own free copy of Changing Lives, Changing Times, please email maryb@jumaventures.org.
Changing Lives, Changing Times: Ch 2
Meredith Maran
Published in 2003
 [PDF] 479K
Chapter 2 of 5.
Changing Lives, Changing Times: Ch 3
Meredith Maran
Published in 2003
 [PDF] 423K
Chapter 3 of 5.
Changing Lives, Changing Times: Ch 4
Meredith Maran
Published in 2003
 [PDF] 390K
Chapter 4 of 5.
Changing Lives, Changing Times: Ch 5
Meredith Maran
Published in 2003
 [PDF] 297K
Chapter 5 of 5.
Venture Forth! The Essential Guide to Starting a Moneymaking Business in Your Nonprofit Organziation
Rolfe Larson, Amherst H. Wilder Foundation
Published in 2002, 18 pages
 [PDF] 547K
Excerpt downloadable. To purchase a complete hardcopy, contact Wilder Publishing Center at 1-800-274-6024 or online at www.wilder.org.
Work as a Priority: A Resource Guide for Employing People who have a Serious Mental Illness and who are Homeless
Published in 2001, 84 pages  [LINK]
Edited by Gary Shaheen, M.P.A., Advocates for Human Potential, Inc., Francine Mikloucich, M.A. and Deborah Dennis, M.A., both of the National Resource Center on Homelessness and Mental Illness.
A Nonprofit Guide to Developing and Implementing An Income Stream Venture
Published in 2001, 40 pages  [PDF] 463K
Prepared by Clohesy Consulting, this guide builds on the Frequently Asked Questions section of The Roberts Enterprise Development Fund’s website.
A Double ‘Bottom Line’: Lessons on social-purpose enterprise from the Venture Fund Initiative
The Venture Fund Initiative
Published in 1999, 48 pages
 [PDF] 135K
Managing the Double Bottom Line: A Business Plan for Social Enterprises
Sutia Kim Alter, Save the Children Federation
Published in 1999, 58 pages
 [PDF] 621K
Excerpt downloadable. To purchase a complete hardcopy call Pact Publishing @ 202-466-5666 or www.pactpublications.com.
Privatization, Competition and the Future of Human Services  [LINK]
Edward Skloot
Published in 1999, 8 pages
Unleashing New Resources and Entrepreneurship for the Common Good  [LINK]
Kellogg Foundation
Published in 1999, 33 pages
Enterprise Audit
Jerry Salama
Published in 1998, 4 pages
The Meaning of Social Entrepreneurship
Gregory Dees
Published in 1998, 6 pages
 [DOC] 42K
Suggested Guidelines for Successful Nonprofit Venturing
Shorebank Advisory Services
Published in 1998, 2 pages
Berkley Center for Entrepreneurial Studies  [LINK]
Located at the Stern School of Business, New York University, this site has a large repository of working papers on entrepreneurship.
Sustainable Development in the Digital Age  [LINK]
John Peizer argues for the creation of corporations able to pursue profit and social value in the digital arena.
Venture Philanthropy
Venture Philanthropy: The Evolution of High Engagement Philanthropy in Europe
Rob John
Published in June, 2006, 44 pages
 [PDF] 233K
This paper is one in a series planned to examine the emergence of venture philanthropy in Europe, and examine prospects for its future development. The project begins with a survey of the landscape, following an intense period of innovation internationally. It is then likely to look more closely at the development of new financial mechanisms and undertake a feasibility study into aspects of social equity markets.
“Must Read” Publications on Venture Philanthropy
2 pages  [DOC] 54K
This list includes publications recommended by Jim McClurg of Social Enterprise Alliance (Seattle, WA), Kay Sohl of TACS (Portland, OR) and Jed Emerson (Senior Fellow, Generation Foundation, of Generation Investment Management).
Ready, Set, Engage?
SKOLL Foundation
Published in October, 2004, 2 pages
 [DOC] 198K
High engagement philanthropy (or venture philanthropy, as it is also known) has become more and more common over the last decade. Funders and nonprofits are finding new ways to work together to complement and maximize impact of monetary grants, often with great success. Kristen Burns provides key elements that a nonprofit should consider before entering into a partnership with a highly engaged funder.
Nonprofits Find Added Value in Venture Philanthropy  [LINK]
Social Funds.com published this article on their site which discusses venture philanthropy concepts and actors (like REDF).
Neighborhood Development Strategies: Application of the Traditional Lending Model to Investing in Low Income Neighborhoods
Jennifer Madden, Maxine Goodman Levin College of Urban Affairs
Published in 1999, 23 pages
 [DOC] 123K
SROI — Social Return on Investment
New Approaches to Evaluating Community Initiatives: Volume 2: Theory, Measurement, and Analysis  [LINK]
Ed. Karen Fulbright-Anderson, Anne C. Kubisch, and James P. Connell
The Aspen Institute
Published in 1998
Return on Inve$tment: Guidelines to Determine Workforce Development Impact, Second Edition  [LINK]
Dennis K. Benson
Published in 1996, 142 pages

Order through NAWDP at (202) 887-6120 or at the NAWDP web site
$50 for members, $75 for non-members
PY97 Return on Investment
Silicon Valley Private Industry Council
Published in 1999, 13 pages

To request a free copy email: appropsolu@aol.com
Four Nonprofit/Philanthropy Trends to Watch in 2007: Growth of ‘Buffett Effect’ and ‘Fixation’ on Short-Term Results  [LINK]
Clara Miller, Nonprofit Finance Fund
Published December 13, 2006, 2 pages

In this article Clara Miller, President/CEO of the Nonprofit Finance Fund, outlines four nonprofit trends to watch for in 2007 and an additional trend she hopes to see.
Going Mainstream: NPOs Accessing the Capital Markets
Gregory M. Stanton, Director, Capital Markets Access Program
Jed Emerson, Bloomberg Senior Research Fellow in Philanthropy, Harvard Business School
Marcus Weiss, President, Economic Development Assistance Consortium
Drafted February 2001.
 [DOC] 199K
Philanthropic Investment Strategies
A Capital Idea: Total Foundation Asset Management and Unified Investment Strategy
Jed Emerson, Senior Fellow, William and Flora Hewlett Foundation and Lecturer in Business, Center for Social Innovation, Graduate School of Business, Stanford University
Published January 2002.
 [PDF] 243K
The Nature of Returns: A Social Capital Markets Inquiry Into the Elements of Investment and the Blended Value Proposition
Jed Emerson, Bloomberg Senior Research Fellow in Philanthropy, Harvard Business School
Published September 2000.
 [PDF] 600K
Social Frontiers in Social Investing and Finance: Understanding and Exploring the Social Value Note
Jed Emerson, Mehmet Beceren.
Published 2000, 43 pages
 [PDF] 169K
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