Women Colleagues

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

Elizabeth Schott and Sarah Bennett

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. Clink on the links below to watch each clip:

Clip 1:  CDFIs as our Economic First Responders

Clip 2: How CDFIs are Supporting Small Businesses through COVID

Clip 3: Overview of the CDFI Industry and How Foundations Can Partner

Clip 4: Investing in CDFIs during COVID: Due Diligence & Identifying Needs

Clip 5: Impacting Small Businesses and Creating a Ripple Effect during COVID

Ra'Shaud Haines and Marc Rand

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.

Reggie Knox and Marc Rand

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.  

Susan Farrar and Marc Rand

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. 

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

CONTACT INFO

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905 Kansas Street #2
San Francisco, CA  94107

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