The
Philanthropy Investment
Plan
The Pitch
Build healthy green communities that generate income
for the Non-Profit, the Donor and Simcoe Green Homes.
The Players
The Non-Profit (NP).
The Donor.
The Developer - Simcoe Green Homes.
The Non-Profit Challenge
Fundraising is crucial to stay in business.
Fundraising is time and labor intensive.
Average funds...
The Donor ‘Problem’
Donations and gifts only satisfy one requirement of donors, the “Do
good, feel good” requirement.
Dono...
Typical Financial Buckets of a Donor
10%
30%
Savings
Investment
Charitable Giving
60%
Current Opportunity
10%
Savings
Investment
Charitable Giving
Proposed Opportunity
Savings
Investment
Charitable Giving
60%
Change the Game
Have Donors ‘invest’ rather than donate.
Tap into their 60% investment pool.
Separate NP from every other ...
The Partnership
Donor invests with NP in real estate through SGH.
Donor provides the capital, SGH develops and sells the p...
Profit Projections
8-12% annually at a minimum.
That typically beats:
Bank rates
CD rates.
Bonds.
Donor Benefits
Gain higher returns while supporting a cause they already believe in.
Portfolio diversification (unlikely the...
Structure
Donor

NP

New LLC

SGH
Process Flow
Donor invests capital into new LLC (jointly owned by NP, Donor and
SGH).
SGH uses capital on a specific develo...
Financials
Donor receives: Capital return + Percentage of Profits.
Non-Profit receives: Percentage of Profits.
SGH receives: ...
Benefits
NP
- Larger donations.
- Bigger pool of donors.
- Less time spent chasing smaller
donor amounts.
- Consistent reve...
About SGH and the
Investment
Business Overview
We are a smart green home developer serving young family home buyers in
California.
Our mission: “Build ...
Management Team
Jim Simcoe - Founder & CEO
Kevin Gaynor - COO
Annette Di Bello Kelly - CFO
Katie Teare - Operations Manage...
Market Demographics*
Average age of home buyer = 38.
63% of buyers are married households.
63% of buyers earn over $100,00...
Product & Services
Smart green home developments consisting of healthy green homes.
Homes to be net-zero energy and LEED P...
How we make money

Develop entitled land into smart green home developments.
Development example
Project: Build two 1700 square foot healthy green homes.
Timeline (land purchase to sale) - 12 months....
Traditional
Stick-Built
Home
Expensive, time consuming design process

sh

ni

Fi

on

te

Si

Ex ittin
ca g
v
Fo atio
un
...
Our target customers
Couples with young children still in the home.
Ages: 30 - 55.
College educated.
Earn over $100k annua...
Our competition
Traditional builders - who are largely unqualified to build and offer
what our customers desire.
Niche buil...
Why we’re different
We understand our market because we ARE our market.
Utilize: city green development perks, leverage in...
Track Record:
18% ROI for our investors in 2012.
Extensive background in over 200 + green real estate projects (residentia...
Sample Pictures
Impact Investors, Green Building and Thriving Non-Profits
Impact Investors, Green Building and Thriving Non-Profits
Impact Investors, Green Building and Thriving Non-Profits
Impact Investors, Green Building and Thriving Non-Profits
Impact Investors, Green Building and Thriving Non-Profits
Impact Investors, Green Building and Thriving Non-Profits
Impact Investors, Green Building and Thriving Non-Profits
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Impact Investors, Green Building and Thriving Non-Profits

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Impact Investors, Green Building and Thriving Non-Profits

  1. 1. The Philanthropy Investment Plan
  2. 2. The Pitch Build healthy green communities that generate income for the Non-Profit, the Donor and Simcoe Green Homes.
  3. 3. The Players The Non-Profit (NP). The Donor. The Developer - Simcoe Green Homes.
  4. 4. The Non-Profit Challenge Fundraising is crucial to stay in business. Fundraising is time and labor intensive. Average funds raised (under $100) require many donors and staff hours to generate. Little ability to forecast future financials within this model. Time spent fundraising is time spent away from core mission.
  5. 5. The Donor ‘Problem’ Donations and gifts only satisfy one requirement of donors, the “Do good, feel good” requirement. Donors typically view donations as coming out of their “Charitable Giving” bucket only which is usually a fixed amount per year. Donors are asked for money constantly. The more non-profits they support, the less money given to each non-profit.
  6. 6. Typical Financial Buckets of a Donor 10% 30% Savings Investment Charitable Giving 60%
  7. 7. Current Opportunity 10% Savings Investment Charitable Giving
  8. 8. Proposed Opportunity Savings Investment Charitable Giving 60%
  9. 9. Change the Game Have Donors ‘invest’ rather than donate. Tap into their 60% investment pool. Separate NP from every other non-profit looking for money.
  10. 10. The Partnership Donor invests with NP in real estate through SGH. Donor provides the capital, SGH develops and sells the project. Profit splits (NP, Donor, SGH) are pre-determined prior to the deal.
  11. 11. Profit Projections 8-12% annually at a minimum. That typically beats: Bank rates CD rates. Bonds.
  12. 12. Donor Benefits Gain higher returns while supporting a cause they already believe in. Portfolio diversification (unlikely they already invest in green real estate). Take advantage of the emerging trend in healthy green homes market.
  13. 13. Structure Donor NP New LLC SGH
  14. 14. Process Flow Donor invests capital into new LLC (jointly owned by NP, Donor and SGH). SGH uses capital on a specific development project. LLC receives profit from development sales and disburses profits between Donor, NP and SGH. Rinse and repeat.
  15. 15. Financials Donor receives: Capital return + Percentage of Profits. Non-Profit receives: Percentage of Profits. SGH receives: Percentage of Profits.
  16. 16. Benefits NP - Larger donations. - Bigger pool of donors. - Less time spent chasing smaller donor amounts. - Consistent revenue stream. - Grow faster, quicker. Donor - Safer investment. - Risk diversification. - Greater returns. - Supporting a ‘cause’ SGH - Increased profits. - Greater support to the NP. - Blueprint for other NP’s.
  17. 17. About SGH and the Investment
  18. 18. Business Overview We are a smart green home developer serving young family home buyers in California. Our mission: “Build healthy green homes that contribute to healthier, happier living”.
  19. 19. Management Team Jim Simcoe - Founder & CEO Kevin Gaynor - COO Annette Di Bello Kelly - CFO Katie Teare - Operations Manager
  20. 20. Market Demographics* Average age of home buyer = 38. 63% of buyers are married households. 63% of buyers earn over $100,000. 61% have a college degree. 64% of buyers are repeat buyers. *according to CAR 2013 Home Buyer Survey
  21. 21. Product & Services Smart green home developments consisting of healthy green homes. Homes to be net-zero energy and LEED Platinum rated. Homes will be built in a factory off-site.
  22. 22. How we make money Develop entitled land into smart green home developments.
  23. 23. Development example Project: Build two 1700 square foot healthy green homes. Timeline (land purchase to sale) - 12 months. 9 months development & construction, 3 months to sell. Financials: Land development and Construction costs - $1,636,670 Construction loan - $1145,669 (70%) Total Projected Sales - $2,300,000 Net profit - $548,330. Profit Margin - 23.84%
  24. 24. Traditional Stick-Built Home Expensive, time consuming design process sh ni Fi on te Si Ex ittin ca g v Fo atio un n da tio n rm Pe D De esi ci gn sio ns C Ar on ch tac ite t ct s Ex ca v Fo atio un n da tio n rm itt in g C Fa om ct pl or et Fi y e in ni sh on Si te Pe D De esi ci gn sio ns Our Timeline - 9-12 months Traditional builders - 24-36 months Weather-dependant construction on site
  25. 25. Our target customers Couples with young children still in the home. Ages: 30 - 55. College educated. Earn over $100k annually. Repeat home buyers.
  26. 26. Our competition Traditional builders - who are largely unqualified to build and offer what our customers desire. Niche builders - who position themselves as ‘green’ builders to gain market share even though they have little- to-no green building experience.
  27. 27. Why we’re different We understand our market because we ARE our market. Utilize: city green development perks, leverage incentives/rebates. Our green building experience covers 20+ years, multiple markets, multiple housing types and a variety of economic conditions across the US.
  28. 28. Track Record: 18% ROI for our investors in 2012. Extensive background in over 200 + green real estate projects (residential, commercial, etc.) throughout North America.
  29. 29. Sample Pictures

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