We invest in organizations seeking to benefit low-income, underserved, and under-resourced communities, as aligned with our mission and priorities. We are flexible in how we structure our investments and seek to create one that is mutually beneficial.
>> Investment Criteria
In assessing the viability of prospective investees, we use the following investment criteria:
Entity type
Nonprofit and for-profit entities; CDFIs are prioritized.
Project focal areas
- Financial Inclusion
- Affordable Housing
- Business Development
- Disaster Recovery
- Economic Justice
- Social Justice
Social impact
Investments produce significant impacts on low-income, distressed and/or underserved communities and populations; those projects pursuing a new or unique model or approach are prioritized.
Investment types
- Debt
- Equity
- Credit deposits
Size
Typically between $300,000 – $700,000.
Term
Typically three to eight years.
Geographic focus
We invest mostly in US-based initiatives but do consider international projects as well.