CDFI Connect Community Discussions

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Updated: 45 min 47 sec ago

NMTC

Mon, 2020-06-15 12:57
From : Communities>>Open Forum
Hi, I am looking for CDFIs/CDEs who will be applying for the 2020 NMTC application who have an interest in QALICBs in the southeast area of the US and indoor agriculture/farming investments with a project size of $25MM to $30MM.  I have looked at the CDFI Treasury list of 2019/2020 awardees and CDFIs that have historically invested in the Southeast region.  I was hoping this might be a little more efficient.  Can anyone recommend CDFIs/CDEs that might be interested in such a project or that focus [More]

RE: Member Monday

Mon, 2020-06-15 09:26
From : Communities>>Open Forum
In this week's Member Monday, we would like to highlight the National Association for Latino Community Asset Builders and the $6.4 million in grants and low-interest loans to 104 nonprofit NALCAB Network member organizations in 23 states. In total $1.9 million in grants and $4.5 million in low cost debt has been mobilized for community based nonprofits that serve urban, suburban and rural communities across the US with the largest number of funding recipients located in Texas, California, Florida, [More]

Register today for 2020 Virtual Small Business Finance Forum!

Fri, 2020-06-12 11:13
From : Communities>>Open Forum
4 more days! We hope you'll join OFN and hundreds of other mission-driven lenders, funders and investors, policy makers, and other small business advocates on June 16-17 for an exclusive opportunity to connect, exchange ideas and insights, and share actionable ways the CDFI industry is leaning in to help heal and rebuild America. You will have the opportunity to hear from national policy makers, including SBA Administrator Jovita Carranza, Steve Mnuchin, Marco Rubio, and CDFI Fund Director Jodie [More]

RE: Looking to buy a CDFI

Fri, 2020-06-12 09:58
From : Communities>>Open Forum
Please give me a call Ron Mulberry 770-712-8125 ------------------------------ Ron Mulberry President Champions Funding LLC Melbourne FL (770) 712-8125 ------------------------------

Research on Impact Evaluation

Thu, 2020-06-11 14:32
From : Communities>>Open Forum
Research on Impact Measurement and Program Evaluation Last December there was a conference call hosted by OFN, CNote, and Carolina Small Business Development Fund about CDFI research and program evaluation. In response to some of the issues on that call,   we started a project to gain a better understanding of how CDFIs engage in program evaluation and impact measurement   (including why there is often a lack of congruence between funder needs and CDFI activities). This research will allow us to [More]

Socially Impactful investing

Wed, 2020-06-10 14:32
From : Communities>>Open Forum
The new  "Socially Impact Investing in Regenerative Agriculture"  issue from GreenMoney is now online. The June issues features Woody Tasch of Slow Money, Katrina Frey of Frey Vineyards, and Dawn Sherman of Native American Natural Foods/Tanka Bars as well as articles by Impax Asset Management on Spotting Investment Opportunities in Food & Ag, and Patagonia on Why Their Getting into Food. Finally watch a new video on "When You Let the Land Lead" from Iroquois Valley Farms, all at-  https://GreenMoney.com [More]

Files Attached Document
Socially Impactful investing

RE: Looking to buy a CDFI

Tue, 2020-06-09 14:30
From : Communities>>Open Forum
Hello Steve, Send me your direct email address.  I'm at  dgatz1@gmail.com.    Best regards, Dave Gatz ------------------------------ David Gatz Owner Progressive Marketing Solutions LLC New Port Richey Fl 727-264-1323 ------------------------------

RE: Looking for recent (2015+) readings on CDFI industry

Tue, 2020-06-09 11:02
From : Communities>>Open Forum
Hi Dan, My colleagues and I have written more than 80 articles on the work of CDFIs since 2015. You can find all of them here: https://nextcity.org/search/eyJyZXN1bHRfcGFnZSI6InNlYXJjaFwvaW5kZXgiLCJrZXl3b3JkcyI6IlwiY29tbXVuaXR5IGRldmVsb3BtZW50IGZpbmFuY2lhbCBpbnN0aXR1dGlvblwiIiwib3JkZXJieV9zb3J0IjoiZW50cnlfZGF0ZXxkZXNjIn0 And here are a few recent highlights: A Community Development Credit Union That Grows Every Time There is a Disaster Community Development Lenders Turning to Fintech for a Boost [More]

Referrals for Consultants on Capital Planning?

Mon, 2020-06-08 18:10
From : Communities>>Open Forum
All,  We have an opportunity for a consultant to help us with deep-dive financial analysis & recommendations and capital planning for the next 3-5 years - way overdue and timely.   Does anyone have any recommendations?  Recommendations from orgs who have used the consultant before would be preferred.   I am relatively new to this list so if there has been a discussion on this before - please point me there.   Thanks! Chris Linder ------------------------------ Christopher Linder CEO MaineStream [More]

Looking to buy a CDFI

Mon, 2020-06-08 15:20
From : Communities>>Open Forum
Looking for any leads on a CDFI that is looking to be purchased. ------------------------------ Steve Sager Associate General Counsel CBC Mortgage Agency South Jordan UT 801.577.9427 ------------------------------

RE: Looking for recent (2015+) readings on CDFI industry

Mon, 2020-06-08 10:21
From : Communities>>Open Forum
Hi Dan! Please see some of FUND Consulting's recent work on gender and racial disparities in CDFI leadership as the field has "professionalized" and evolved past its nascent stages as an industry (some argue roughly parallel to entrepreneurial CDC evolution into the 90s): http://www.fundconsulting.com/fund-ci/ -->Particularly important are their Perception vs. Reality study on gender dynamics (http://www.fundconsulting.com/wp-content/uploads/2018/10/FUNDCI-Perception_vs_Reality.pdf) and on lack of [More]

RE: Looking for recent (2015+) readings on CDFI industry

Mon, 2020-06-08 10:13
From : Communities>>Open Forum
Good Morning Dan, Please see the attached paper we wrote with First Nations Oweesta Corporation last December: Best Practices in Impact Tracking for Native Community Development Financial Institutions: Tools, Resources, and Case Studies. It includes an impact tracking matrix we developed as well. Excited to know more graduate students are diving into this work! Michael ------------------------------ Michael Brydge Sweet Grass Consulting Fort Collins CO 540-448-1826 ------------------------------

Files Attached Document
RE: Looking for recent (2015+) readings on CDFI industry

RE: Looking for recent (2015+) readings on CDFI industry

Mon, 2020-06-08 09:18
From : Communities>>Open Forum
Dan, The FUND Community Institute has published a study on Women in CDFIs and on Diversity, Equity and Inclusion in the CDFI Industry that may be of interest to you. Please visit www.fundci.org to download the reports. ------------------------------ Lolita Sereleas Founding Partner FUND Consulting, LLC Forest Park IL (773) 281-8845 ------------------------------

RE: Looking for recent (2015+) readings on CDFI industry

Fri, 2020-06-05 20:07
From : Communities>>Open Forum
Thank you! Sent from my iPhone

RE: Looking for recent (2015+) readings on CDFI industry

Fri, 2020-06-05 19:50
From : Communities>>Open Forum
Hi, Dan, We have a new podcast called "CDFI Central" here:  https://ccdficentral.com/ . The first episode,  CDFI 101: An Introduction to Community Development Financial Institutions , provides some easily digestible background and basics about CDFIs-their history, what they are, who they serve, and how anyone might be able to utilize CDFI services. There's also a book, written by Jennifer Vanica, Courageous Philanthropy: Going Public in a Closely Held World , which might be of interest to you.  https://g.co/kgs/PauQRK [More]

General Characteristics of the 25 Highest Scoring Applications - CMF 2019 round

Fri, 2020-06-05 12:58
From : Communities>>Open Forum
Dear Colleagues - as you start working on your CDFI Fund FY '20 Capital Magnet Fund, we suggest you take a look at the attached document that details some of the characteristics of the 25 Applications with the highest External Application Review Score.  Hope its helpful.  Good luck! ------------------------------ Jason Friedman Principal Friedman Associates (319) 341-3556 jasonj@friedmanassociates.net www.friedmanassociates.net ------------------------------

Files Attached Document
General Characteristics of the 25 Highest Scoring Applications - CMF 2019 round

Navigating Community Development

Fri, 2020-06-05 11:54
From : Communities>>Open Forum
Hi Dan- Dee Walsh and I co-authored a publication titled Navigating Community Development: Harnessing Comparative Advantages to create Strategic Partnerships published by Palgrave MacMillan in 2017. The book is available in paperback. While our focus is on core competencies that lead to effective strategic partnerships, we have seven case studies and feature several CDFIs including Fahe, IFF, and CDC of Brownsville. We did a workshop on strategic partnerships at the 2017 OFN Conference featuring [More]

RE: Looking for recent (2015+) readings on CDFI industry

Fri, 2020-06-05 11:27
From : Communities>>Open Forum
Hi Dan, We recently created a CDFI Research Community on CDFI Connect, including a library for sharing and downloading relevant research. I'll send an invitation. In addition to publications by Michael Swack, Cliff Rosenthal, and LISC, I highly recommend CDFI Futures: An Industry at a Crossroads   by Jeremy Nowak. Thanks! Lance ------------------------------ Lance Loethen Vice President, Research Opportunity Finance Network Washington DC (215) 320-4343 ------------------------------

RE: Looking for recent (2015+) readings on CDFI industry

Fri, 2020-06-05 09:51
From : Communities>>Open Forum
Thanks! It's on my list! Dan Immergluck

RE: Looking for recent (2015+) readings on CDFI industry

Fri, 2020-06-05 09:51
From : Communities>>Open Forum
Thanks! Am familiar with Michaels excellent work.

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