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
We are fortunate to have access to leaders at the forefront of the nonprofit and finance worlds, and have recorded some fascinating and educational conversations with them in a series of interviews. You can watch or listen to the clips below, which cover a wide range of topics from investing in farmers to the latest technological innovations in finance and lending.
MEDA's Work in the Mission District, and the Impacts of a Cashless Society
For Marc's latest conversation, he joins Norma Garcia, Policy Counsel, Director of Advocacy at MEDA. They discuss the vital work that MEDA has been doing to support the Latino community in San Francisco's Mission District for decades. As a Mission native, attorney, public policy expert, and consumer advocate specialist, Norma has personal insights into how certain innovations, such as a move toward cashless-only purchases, can negatively affect both the more vulnerable members of society, as well as small businesses. You can hear their conversation by clicking on the link below:
RFP Processes for Investment Advisors
Listen in as Marc Rand talks with Susan Farrar, Chief Operating and Financial Officer at the Santa Cruz County Community Foundation, and CCA Senior Advisor Bert Feuss about the processes of an RFP search, and the important role that an Investment Consultant plays at a Community Foundation. (Audio only)
Part 1
Part 2
Insurance and Risk Management
for Nonprofits
Impact Investing with a Gender Lens
The Importance of Lending to
People of Color
Community Foundation Impact Investing
Community Foundation Strategic
Planning Trends
Fintech - How Technology is Changing the World of Finance
Overview of CDFIs and How They Support Small Businesses
People and Firms We Admire
In addition to the interviews above, here are some other people and firms doing vital work that that we admire.
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.
Articles
