Hacking a Funding Crisis for Affordable Housing
How Marin County California Collaborated to Bridge the Housing Divide Today, a lucky 275,000 people call Marin County, California home....
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RESOURCES
Managing a successful loan fund is no small task. We welcome you to our growing library of resources for community and institutional foundations - whether you're considering a loan fund, re-evaluating your loan fund, or looking for innovative ideas from the field.
Interviews With Thought Leaders
Fintech - How Technology is Changing the World of Finance
Marc Rand of Community Capital Advisors interviews Vivienne Hsu, Founder and CEO of LENDonate, a marketplace lending platform that connects investors and philanthropists with nonprofits. Marc and Vivienne discuss the technological innovations that have changed the world of finance. They also talk about nonprofit lending and lender profiles in impact investing. Clink on the links below to watch each clip:
Clip 2: Innovations in Philanthropy
Clip 4: Impact Investing Lender Profiles
Impact Investing with a Gender Lens
Marc Rand of Community Capital Advisors interviews Kaylene Alvarez, CEO of Athena Global Alliance, a woman-owned consulting firm applying private sector financing approaches to solve traditional development challenges. Marc and Kaylene discuss the disparities women face in finance, differences in impact investing in the U.S. versus other countries, recent trends in women-dominated industries, the role of impact investing for businesses led by women of color, and many other topics. Clink on the links below to watch each clip:
Clip 1: The Value of Diverse Committees
Clip 2: Impact Investing in the U.S. Versus Elsewhere
Clip 3: Role of Impact Investing for Businesses Led by Women of Color
Clip 4: Challenges of Being of Woman in Finance
Clip 5: Helping a Female Entrepreneur During COVID
Overview of CDFIs and How They Support Small Businesses
Sarah Bennett of Community Capital Advisors interviews Elizabeth Schott, CEO of Accessity (formerly Accion), a CDFI serving small businesses in Southern California. They explore topics such as what the small business community needs most during COVID, how CDFIs are stepping up to meet those needs, and how foundations can best partner with CDFIs like Accessity.
Clip 1: CDFIs as Economic First Responders
Clip 2: CDFIs Supporting Small Businesses through COVID
Clip 3: Overview of the CDFI Industry
Clip 4: Investing in CDFIs: Due Diligence & Identifying Needs
Clip 5: Impacting Small Businesses and Creating a Ripple Effect
The Importance of Lending to People of Color
Ra’Shaud Haines, Community Investment Fund Manager of Foundation for Louisiana, discusses lending to entrepreneurs of color with Marc Rand, Managing Partner of Community Capital Advisors. Their conversation starts off with how race and class have affected communities of color, especially entrepreneurs, and why it is so important to support people of color through traditional banking. Furthermore, they discuss what lenders should consider when lending to entrepreneurs, and give their thoughts on the lack of banks that are owned and operated by people of color.
Clip 1: The Importance of Lending to Entrepreneurs of Color
Clip 2: Lending to People of Color Promotes Community Development
Investing in Farmers
Reggie Knox, Executive Director of California FarmLink, discusses investing in farmers with Marc Rand. They talk about how to support small farmers, different policies that affect them, and what resilience looks like in this community. They also discuss racism faced by farmers of color, and how to avoid these pitfalls.
Clip 1: Land Financing for Farmers
Clip 2: Supporting Food Enterprises through Finance during COVID
Community Foundation Impact Investing
Susan Farrar, Chief Operating and Financial Officer of Community Foundation of Santa Cruz County (CFSCC), discusses impact investing with Marc Rand. Their conversation covers her 20 year tenure at CFSCC, how the foundation got into impact investing over time, engaging stakeholders across board, donors, and executive staff leadership in the process. Today, the foundation currently manages $136 million portfolio through 625 funds, including $12.6 million in annual grantmaking - with the majority coming from donor advised funds.
Clip 1: How a Community Foundation Started Impact Investing
Clip 2: How to Manage and Impact Investing Portfolio
Templates and Guides
COVID-19 Response Checklist
Basic organizational functions for managing the current crisis, covers most of the basic
functions.
13 Items to Consider
From fund size to impact metrics, what you should consider when starting a loan fund.
12 month cash flow template
Excel template for nonprofit cash flow. Includes consolidated financial statements, projections, other templates.
Loan Fund Tune-up
What unmet needs are you addressing? How are you tracking capital? Key questions for loan fund success.
Affordable Housing Webinar
Document and webinar discussing aspects of impact investing and affordable housing.
