Templates & Guides

Managing a successful impact 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.

Racial Equity Assessment

Align your investment practices with your racial justice objectives through investment policy & practices as well as organizational accountability.

Assessment Services Info

12 month cash flow template

Excel template for nonprofit cash flow. Includes consolidated financial statements, projections, & more!

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Loan Fund Tune-up

What unmet needs are you addressing? How are you tracking capital? Key questions for loan fund success.

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Investment Consultant Search And RFP Coordination

Is an investment consultant RFP on your horizon? Let Community Capital Advisors guide the process and help you make objective decisions.

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Affordable Housing Webinar

Document and webinar discussing aspects of impact investing and affordable housing.

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COVID-19 Response Checklist

Basic organizational functions for managing the current crisis, covers most of the basic
functions.

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CCA Nonprofit & CDFI Loan Underwriting Services

CCA has decades of underwriting experience in nonprofit lending and will do the work for you. an example of one of our underwriting narratives

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13 Items to Consider

From fund size to impact metrics, what you should consider when starting a loan fund.

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