Most resources in the ORD are available to CDFA members only. CDFA members should login with their CDFA Account at the top of the page to access the full set of resources. Non-members are encouraged to
CDFA Food Systems Finance Best Practices Guidebook
Linking development finance and food systems can be a daunting undertaking for any community. Research on the current ecosystem of food systems finance has positioned CDFA to identify key strategies for the path ahead in this work. The Food Systems...
CDFA Food Finance White Paper Series: Food Systems & Bonds
Researched and written by CDFA, this is the third white paper in a series examining the potential creation of a food systems asset class that supports the market growth of local and regional food systems. This paper focuses specifically on bond...
Compliance Guidelines for Tax-Exempt BondsMembers only Login
This document explains the guidelines and practices that Stanford follows to remain in compliance with rules relating to tax-exempt bonds. Compliance is required both upon the issuance of the bonds and during the post-issuance phase which extends...
Bonds as a Bedrock of Development FinanceMembers only Login
Julie Eddington (Kennedy & Graven, Chartered) discusses how this bonds can be used today to provide a significant portion of a project’s capital stack with a special focus on bond financing programs in Minnesota. Of special focus are affordable...
Bonds as a Bedrock of Development FinanceMembers only Login
Catherine Courtney (Briggs and Morgan, P.A.) discusses how this bonds can be used today to provide a significant portion of a project’s capital stack with a special focus on bond financing programs in Minnesota. Of special focus are 501(c)(3) bonds.
IRS Publication 4077: 501(c)(3) BondsMembers only Login
This publication from the IRS describes rules that apply to a particular type of qualified private activity bonds: qualified 501(c)(3) bonds. This Publication also addresses practices and steps an issuer or 501(c)(3) organization can take to protect...
Financing Education Projects in Rural AmericaMembers only Login
Bob Pennington and Chuck Ellingsworth with Raymond James gave an overview of a market update, the higher education sector, public universities, private college credit analysis, and the Raymond James USDA Team. Various case studies were presented as...
WHEFA 35th Annual Report 2014Members only Login
Wisconsin Health & Educational Facilities Authority (WHEFA) highlights their 35th year, serving as conduit issuer in 24 financings totaling more than $794.6M. Bond financing benefitted 22 different borrowers in 17 counties, comprised of multi-site...
JEDA Annual Report 2014Members only Login
South Carolina Jobs-Economic Development Authority (JEDA) served as conduit issuer in 23 deals totaling nearly $826M , benefitting 18 different borrowers in 12 counties comprised of six multi-site health care systems, three public charter schools,...
IRS Municipal Bond Report 2011Members only Login
In 2014, the IRS released this report on information for tax-exempt and direct payment bonds issued in 2011. The first section provides an overview of the market by State. The next section discusses direct payment bond programs and presents data for...
The Bond Market in GeorgiaMembers only Login
Daniel McRae with Seyfarth Shaw discusses the Georgia Bond Market. The presentation includes information on backing the bonds, tax-exempt bonds, manufacturing bonds, 501(c)(3) bonds and much more.
Clean Energy Bond Finance Model: Qualified 501(c)(3) Bonds
The Clean Energy + Bond Finance Initiative created this recommended financing model factsheet for clean energy development. The Qualified 501(c)(3) model achieves low-cost capital for renewable energy installations at nonprofit facilities.
Accessing the U.S. Capital MarketsMembers only Login
Sidley Austin produced this excellent primer for entities interested in accessing the U.S. capital markets. This resource provides an overview of securities regulations and laws, the offering process, compliance obligations, exempt offerings, a...