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RE: Impact Investment Funds

Tue, 2019-08-20 14:32
From : Communities>>Open Forum
Hello Kim, Great question, and I'd be happy to share our experiences. Last year California FarmLink created the FarmLink Investment Notes , a state-registered Direct Public Offering that is available to non-accredited investors with a range from $1,000 to $150,000 and terms that include 2, 3, 5, 7 and 20 years. It was made possible in part through collaboration with another nonprofit, which is focused on legal advice and services to foster conscious capitalism.  In fact, we each had the same foundation [More]

Equipment financing

Tue, 2019-08-20 11:09
From : Communities>>Open Forum
After 30 years of focus on affordable housing, CDCU has the need to get into small business financing, specifically equipment financing. Is there anyone in that market who could give me some advice? Greg Lambert CFO 501 East 1700 South Salt Lake City, UT 84105 T: 801-994-7222 X108 F: 801-994-7220 W: www.cdcutah.org This message, and any attachment, is intended only for the use of the addressee and may contain information that is privileged and confidential [More]

CDFI industry "common" Retirement and other benefits packages offered

Mon, 2019-08-19 11:59
From : Communities>>Open Forum
Happy Monday Dear  Colleagues! I was curious if some of you would be so kind as to share with me on this forum or,  via email, what retirement benefits you offer to employees and under what general conditions (e.g. min time working at company, position, etc.)?  I am most interested in knowing about retirement funds (what type of matching, conditions, and costs for organization) as well as what- if any- benefits are being offered to women (i.e. maternity leave) as well as paternity leave benefits [More]

Self-Help job opening - Commercial Lending Servicing Manager

Mon, 2019-08-19 11:44
From : Communities>>Open Forum
We are looking for a dynamic person to join our Durham-based Self-Help Commercial Lending Asset Quality team. The opening is for a Commercial Lending Servicing Manager. Do you know someone with servicing and management experience? You can view the full job description here: https://www.self-help.org/careers/job-openings/1978-commercial-loan-servicing-manager . Apply today! Thanks! Ashley Ashley M. Pinkard VP, Commercial Lending Asset Quality Self-Help | 301 W. Main Street | Durham, NC 27701 Mailing [More]

RE: Impact Investment Funds

Mon, 2019-08-19 11:05
From : Communities>>Open Forum
Looking forward to hearing more from those with experience here to talk about the institutional capacity required to implement and follow through on an impact investment program. To succeed, this effort needs a dedicated staff person handling Investor Relations and its activities need to be aligned with the Fund development and financial growth plan of the organization.  I also observe that the role of the Board of Directors is an important consideration. I was asked on short notice to meet with [More]

RE: Impact Investment Funds

Mon, 2019-08-19 10:04
From : Communities>>Open Forum
We are also seeking advice on creating an investment note for food and agriculture and would be interested in shared experiences. I am definitely interested in the CEI survey. Thanks, Liz! Jason, thanks for sharing the article. ------------------------------ Michael Reilly Founder/Executive Director Virginia Foodshed Capital Charlottesville VA 4344090053 ------------------------------

The Federal Reserve's National CDFI Directory is now available!

Mon, 2019-08-19 08:57
From : Communities>>Open Forum
Hi all, The National CDFI Directory is now available on the Richmond Fed's website -- this resource  contains contact information for 492 CDFIs located in the continental United States, Alaska, Guam, Hawaii and Puerto Rico. All contact information was provided by CDFIs that responded to the Federal Reserve's 2019 CDFI Survey. You can access the National CDFI Directory and learn more about the 2019 CDFI Survey here . Thanks to all of our survey participants, and stay tuned for survey key findings, [More]

RE: Impact Investment Funds

Sun, 2019-08-18 22:50
From : Communities>>Open Forum
I would love to see the survey too.  Sounds like an interesting OFN conference topic.  We have  notes program that is mostly being purchased by corporations and foundations, a few individuals.  I would love to hear if anyone has a nice software tool to track and even communicate with investors. ------------------------------ Julie Mahowald Chief Financial Officer Housing Trust of Silicon Valley San Jose CA (408) 436-3450 ------------------------------

RE: Impact Investment Funds

Sun, 2019-08-18 09:56
From : Communities>>Open Forum
Capital Impact Partners published an article on this topic in the Stanford Social Innovation Review.  I'm sure our CFO would be happy to chat:  https://www.capitalimpact.org/stanford-social-innovation-review-how-nonprofits-can-tap-into-the-impact-investment-market/ ------------------------------ Jason Anderson Sr. Director, Marketing & Communications Capital Impact Partners Arlington VA (703) 647-2308 ------------------------------

RE: Impact Investment Funds

Sat, 2019-08-17 14:23
From : Communities>>Open Forum
Hi Kim - in our experience, before approaching any investor, you need to first answer two questions - (1) how much capital do we want deploy over the next five years; (2) do we know exactly what it will take to scale up?; and (3) how do we define and measure impact? In our experience, the first step is to prepare a 5 year financial model (growth forecast) tied to a goal ($5million? $10 million?) for capital deployment. That wil tell you what it will take - in each year - in terms of capital, operating, [More]

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