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Online Resource Database

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 join CDFA today to gain access to the entire database.

Search Results: Community Development Financial Institutions Fund (CDFI Fund)

Displaying 1 - 50 of 378

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New Markets Tax Credit Summary Report - FY 2003 to FY 2017

Community Development | Economic Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

The CDFI Fund requires all CDEs that have been awarded NMTC allocations to submit an annual report detailing how they invested Qualified Equity Investment (QEI) proceeds in low-income communities. The Summary Report categorizes all CDE investments...

Opportunity Zones and Tax Credits - Jonathan Crawford Members only

Community Development | Housing Finance | Opportunity Zones | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | (more)

Jonathan Crawford from Stonehenge Capital Company, LLC presents on Opportunity Zones and Tax Credits in Ohio during the Ohio Roundtable

Unlocking the Power of New Markets Tax Credits Members only

Community Development | Food Systems Finance | Housing Finance | Infrastructure Finance | Tax Credits | (more)

An overview of how New Markets Tax Credits work featuring Commonwealth Kitchen as a case study.

CDFA // BNY Mellon Webcast Series: Fill in the Gaps with New Markets Tax Credits Members only

Community Development | Tax Credits | U.S. Dept. of Treasury CDFI Fund | Webcasts | Community Development Financial Institutions Fund (CDFI Fund) | (more)

During this installment of the CDFA // BNY Mellon Development Finance Webcast Series, learn from expert speakers as they discussed their plans for the recent allocation of New Markets Tax Credits.

New Markets Tax Credit Program - Victor Abla, Corey Leon, Sara Pietka, Radhika Reddy Members only

Community Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

Victor Abla with LISC, Corey Leon with National Development Council, Sara Pietka with Roeder & Company, and Radhika Reddy with Ariel International Center present on New Market Tax Credits.

New Markets Tax Credit - Sara Pietka Members only

Community Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

Sara Pietka with Roeder&Company LLC presents on New Market Tax Credit Programs.

New Markets Tax Credit - Radhika Reddy Members only

Community Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

Radhika Reddy with Ariel International Center presents on New Markets Tax Credit Programs.

New Markets Tax Credit Program Case Studies - Sara Pietka Members only

Community Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

Sara Pietka with Roeder&Company LLC presents on New Markets Tax Credit Program case studies.

Small Business Credit Survey 2019 Members only

Access to Capital | Community Development | Crowdfunding | Economic Development | Food Systems Finance | (more)

The Small Business Credit Survey (SBCS), a national collaboration of the 12 Federal Reserve Banks, delivers timely information on small business financing needs, decisions, and outcomes to policymakers, lenders, and service providers. The report...

Federal Financing Programs Targeting Opportunity Zones

The White House Opportunity & Revitalization Council released a list of over 160 federal financing programs that give preference to projects located in Opportunity Zones.

Finance Fund Invests in Charter Manufacturing Members only

Community Development | Economic Development | Tax Credits | U.S. Dept. of Treasury | U.S. Dept. of Treasury CDFI Fund | (more)

New Markets Tax Credit (NMTC) financing enabled Charter to acquire the equipment and machinery needed to operate its new, $148 million, 170,000 sq. ft. rolling mill, which is adjacent to its existing coil mill and steel making facility.

Finance Fund Invests in UC Gardner Neuroscience Institute Members only

Community Development | Tax Credits | Urban Development | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

University of Cincinnati Gardner Neuroscience Institute (UCGNI) is comprised of a diverse group of world-class physicians and faculty that provide specialized services for complex neurologic and psychiatric disease, illness, and injuries. Finance...

Health Equity: Building Capacity to Measure Health Outcomes in Community Development Members only

Community Development | Economic Development | Food Systems Finance | Housing Finance | Resiliency | (more)

This new report by Enterprise Community Partners and NeighborWorks America shows how an innovative pilot program – the Health Outcomes Demonstration Project – equipped 20 affordable housing and community development organizations to evaluate the...

Tax Incentives for Opportunity Zones: In Brief Members only

Economic Development | Incentives | Opportunity Zones | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | (more)

This CRS report briefly describes what census tracts have been designated as an OZ, what types of entities can are eligible as QOFs, the tax benefits of investments in QOFs, and what economic effects can be expected from OZ tax incentives.

Financing Native-owned Business Members only

Access to Capital | Community Development | Economic Development | Housing Finance | Tribal Finance | (more)

The U.S. Department of the Interior provides steps and answered questions about financing a tribal or native-owned business.

Access to Capital and Credit in Native Communities Members only

Access to Capital | Bond Finance | Community Development | Economic Development | Housing Finance | (more)

This document, “Access to Capital and Credit in Native Communities: A Data Review” (Data Review) begins to answer the questions: Where does Native America stand now in terms of capital and credit access? What has been the effect of new action and...

NMTC Program Award Book CY 2018 Members only

Community Development | Federal | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

The CDFI Fund awarded 73 community development entities $3.5 billion under the 2018 allocation round of the New Markets Tax Credits program. The recipients are located in 35 states also including Puerto Rico and the District of Columbia.

Federal Programs for Housing Finance - James Carras Members only

Community Development | Housing Finance | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | Internal Revenue Service (IRS) | (more)

James Carras with Carras Community Investment presents on Federal Programs for Housing Finance during the Intro Housing Finance Course.

Impact Investing in Sustainable Food and Agriculture Members only

Agriculture Finance | Bond Finance | Community Development | Economic Development | Food Systems Finance | (more)

As interest in sustainable food systems and agricultural value chains grows, increasing numbers of investors are beginning to explore high-impact investing opportunities in food, farming, and forestry across asset classes.

CDFA // BNY Mellon Webcast Series: Strategies to Support Your Local Venture Capital Ecosystem Members only

Access to Capital | Community Development | Crowdfunding | Economic Development | Innovation Finance | (more)

During this installment of the CDFA // BNY Mellon Webcast Series, Lamont Price with the Tennessee Department of Economic and Community Development, Teela Spiller with the Atlanta Micro Fund, and Eric Clement with the NYCEDC highlighted several...

Overview of Federal Housing Assistance Programs and Policy Members only

Access to Capital | Community Development | Housing Finance | Infrastructure Finance | Revolving Loan Funds (RLFs) | (more)

Today’s federal housing assistance programs fall into three main categories: rental housing assistance, assistance to state and local governments, and assistance for homeowners. This 2019 Congressional Research Service report provides an overview of...

NMTC Investors Show Appetite For Healthy Food Financing Activities Members only

Agriculture Finance | Community Development | Food Systems Finance | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | (more)

Public and private partners are finding ways to serve more healthy food options to economically distressed communities with a few helpings of new markets tax credits (NMTCs).

Leveraging Multiple Federal Programs - Nee Plata Law Members only

Community Development | Federal | Housing Finance | Infrastructure Finance | Tax Credits | (more)

Jong Sook Nee with Nee Plata Law presents several case studies on how several federal financing tools can be utilized on a single project.

Leveraging Multiple Federal Programs - U.S. HUD Members only

Brownfield Financing | Community Development | Economic Development | Federal | Housing Finance | (more)

Bennett Hilley with the U.S,. Department of Housing and Urban Development presents on the various development finance tools they provide and how they could work with other federal tools.

New Markets Tax Credits Members only

Community Development | Economic Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

Salli Martyniak from Forward Community Investments presents on New Markets Tax Credits.

CDFI Support for Affordable Housing Development in Wisconsin Members only

Community Development | Economic Development | Housing Finance | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | (more)

The changes and trends in the affordable housing industry have a large impact on Wisconsin communities. Continuing to provide an adequate number of homes affordable to low and moderate income households is increasingly difficult. Luckily, there are...

Creative Tax Credit Financing In North Carolina: NMTC, HTC and LIHTC Members only

Community Development | Economic Development | Historic Preservation | Housing Finance | Tax Credits | (more)

Mary Nash Rusher of McGuireWoods LLP, Chris Leutzinger of SunTrust Bank, and Brian Oxford of CAHEC present on a panel regarding tax credit financing in North Carolina. This panel was moderated by Brien Desilets of Grant Thornton LLP.

Introduction to the New Markets Tax Credit Program Members only

Community Development | Economic Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

Joe Iannuzzi with CDFI Fund takes a high level look at the New Markets Tax Credit Program.

New Markets Tax Credits: Industry Dynamics and Practical Considerations Members only

Community Development | Economic Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

Tony Smith with SB Friedman Development Advisors discusses the application of New Markets Tax Credits.

FY2017 Capital Magnet Fund Awards Members only

Access to Capital | Community Development | Economic Development | Housing Finance | Tax Credits | (more)

The fiscal year (FY) 2017 award round is the third round in the Capital Magnet Fund’s history. 40 organizations received $120 million in awards including 52 loan funds, 7 banks/thrifts, 3 credit unions, 2 depository institution holding companies,...

NMTCs Serve Up New Space for Food Business Entrepreneurs Members only

Access to Capital | Community Development | Food Systems Finance | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | (more)

For partners in the $17.5 million L.A. Prep project, the recipe for a successful food business accelerator calls for equal parts social philanthropy, economic development and collaborative synergy. L.A. Prep was financed using $16 million in NMTC...

CY 2017 NMTC Awardees Members only

Access to Capital | Community Development | Legislative | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | (more)

This report contains information on the calendar year 2017 New Markets Tax Credit allocatees. $3.5 billion in New Markets Tax Credits have been awarded nationally this year.

CDFI Fund QOZ Information Resource

Access to Capital | Opportunity Zones | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

The CDFI Fund has produced this Opportunity Zones Information Resource, with sortable lists by State of all census tracts eligible for designation as a Qualified Opportunity Zone (QOZ).

Charlie's Tip for the Long "Brown" Summer: Federal Investment and Economic Development Tax Incentives for Brownfields Financing Members only

Brownfield Financing | Community Development | Energy Finance | Green Finance | Historic Preservation | (more)

Charlie Bartsch with ICF International looks at creative ways to finance brownfields redevelopment under tighter credit markets. The report looks at financing vehicles such as historic rehabilitation tax credits, new markets tax credits, energy...

Updated NMTC Census Tracts and Transition Rules Members only

Community Development | Tax Credits | U.S. Dept. of Treasury CDFI Fund | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

How does the Community Development Financial Institutions (CDFI) Fund’s release of the New Markets Tax Credit (NMTC) program census data transition affect an NMTC investment?

Introduction to the New Markets Tax Credit Program - CDFI Fund Members only

Community Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

This 2018 presentation from the CDFI Fund provides an introduction to the New Markets Tax Credit program.

Financing for Attainable Housing Members only

Community Development | Development Finance Toolbox | Economic Development | Housing Finance | Redevelopment | (more)

Jim Carras discusses how the workforce housing movement is building in Florida and talks about the different financing tools that can be assembled to address the gap needed to make workforce housing and affordable housing available.

Financing for Attainable Housing Members only

Community Development | Development Finance Toolbox | Economic Development | Housing Finance | Infrastructure Finance | (more)

Mitch Rosenstein discusses how the workforce housing movement is building in Florida and talks about the different financing tools that can be assembled to address the gap needed to make workforce housing and affordable housing available.

New Market Tax Credits and Brownfields Members only

Access to Capital | Brownfield Financing | Community Development | Development Finance Toolbox | Economic Development | (more)

Inez Long discusses how the ability of the NMTC program to expand the availability of credit, investment capital, and financial services in distressed urban and rural communities makes this financing tool a viable option for brownfields...

New Market Tax Credits and Brownfields Members only

Brownfield Financing | Community Development | Development Finance Toolbox | Redevelopment | Tax Credits | (more)

Kurt Peterson discusses how the ability of the NMTC program to expand the availability of credit, investment capital, and financial services in distressed urban and rural communities makes this financing tool a viable option for brownfields...

Financial Solutions that Lead to Community Success Members only

Access to Capital | Community Development | Development Finance Toolbox | Economic Development | Redevelopment | (more)

Jim Walker discusses how the ability of the NMTC program to expand the availability of credit, investment capital, and financial services in distressed urban and rural communities makes this financing tool a viable option for brownfields...

NMTC Economic Impact Report Members only

Community Development | Economic Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

This report details the NMTC Coalition's findings that show between 2003 and 2015, the New Markets Tax Credit (NMTC) created more than one million jobs, generated well over $150 billion in economic activity in long distressed communities, expanded...

NMTC Public Data Release Members only

Community Development | Economic Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

This release from the CDFI Fund includes data on NMTC awards and allocations for 2003-2015. Since its inception, the CDFI Fund has made 1,032 New Markets Tax Credit awards total, and allocated $50.5 billion in tax credit authority to 345 awardees,...

Access to Capital for Native Communities in Arizona Members only

Access to Capital | Community Development | Economic Development | Housing Finance | Tax Credits | (more)

Joan Timeche discusses financing programs and strategies for Native communities in Arizona and considers how to leverage the available capital for even greater investment.

NMTC Program Summary Report 2003-2015 Members only

Community Development | Economic Development | Federal | Tax Credits | U.S. Dept. of Treasury CDFI Fund | (more)

The CDFI Fund released a Summary Report and data collected on New Markets Tax Credit investments across the nation through fiscal year 2015. For the first time, the Summary Report categorizes all investments utilizing the North American Industry...

Developing a Strategic Financing Plan Members only

Community Development | Development Finance Toolbox | Economic Development | Energy Finance | Tax Credits | (more)

Strategic planning for development finance agencies drives organizational alignment, provides a sense of direction, and outlines measurable goals. Actively engaging in the process helps to align a DFA’s financing capacity with the needs of a...

CultureBank: A New Paradigm for Community Investment Members only

Access to Capital | Community Development | Economic Development | U.S. Dept. of Treasury CDFI Fund | Community Development Financial Institutions Fund (CDFI Fund) | (more)

Building on the concept of creative placemaking, this paper presents an idea for a CDFI organized around art: CultureBank. Housed at Yerba Buena Center for the Arts, this nonprofit bank will specialize in unleashing asset value in art collections...

2017 Compliance Review of New Markets Tax Credit Program Members only

Community Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

This report by Summit Consulting was commissioned by the U. S. Department of the Treasury’s Community Development Financial Institutions Fund in order to analyze current industry practices for deploying NMTC allocations. Summit evaluated a...

New Markets Tax Credit Program Compliance Report 2017 Members only

Community Development | Economic Development | Tax Credits | U.S. Dept. of Treasury CDFI Fund | Community Development Financial Institutions Fund (CDFI Fund) | (more)

This report by Summit Consulting on New Markets Tax Credit Program examines whether the recipients of NMTC have complied with NMTC Program requirements, and whether the recipients’ NMTC investment activities have aligned with the objectives of the...

2017 New Markets Tax Credit Progress Report Members only

Community Development | Tax Credits | Community Development Financial Institutions Fund (CDFI Fund) | U.S. Dept. of Treasury

This report, produced by the New Markets Tax Credit Coalition, analyzes the flexibility and impact of the New Markets Tax Credit program. Projects which benefitted from the Credit in the past year include rural and urban incubators, small business...

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