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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: Social Finance
Displaying 1 - 50 of 234 Previous | Next | New Search
CDFA-NASDA Foundation Socially Disadvantaged Farmers & Ranchers Access to Capital Toolkit
The CDFA-NASDA Foundation Socially Disadvantaged Farmers & Ranchers Access to Capital Toolkit is a set of best practice resources designed to provide practical assistance to communities looking to invest in socially disadvantaged farmers and...
Credit Worth and Soil Wealth: An Environmental, Social, and Governance Analysis of the Farm Credit SystemMembers only Login
Croatan Institute and Self-Help announce the release of a major new collaborative report that explores leading challenges faced by the Farm Credit System – the largest lender in the agricultural sector. This new report documents leading...
Best Practices for Equitable Lending
The 2023 Caren S. Franzini Fellowship class prepared a white paper summarizing their recent research exploring challenges that small businesses face when accessing capital. This paper presents findings on best practices, strategies, and initiatives...
CDFA Coalition Submits $2B Clean Investment Accelerator for DFAs Proposal Under Greenhouse Gas Reduction Fund Competition
CDFA and its coalition partners submitted a $2 billion Clean Investment Accelerator for Development Finance Agencies (DFAs) proposal for the Clean Communities Investment Accelerator competition under the Greenhouse Gas Reduction Fund. Under this...
Community-Centered Economic Inclusion: A Strategic Action Playbook
This playbook provides community, city, and regional leaders with a set of tools to create more just landscapes of opportunity through actionable, coordinated strategies that target the intersecting structural, relational, and market forces that...
Indigenizing Catalytic Capital
Sovereignty and Indigenous definitions of wealth make up the core values on which Natives have built their economic and financial power. Yet, there is still the issue of economic invisibility for Native Peoples, and one of the ways to combat this is...
USDA Local Food Purchase Assistance Program Initial Impact ReportMembers only Login
This report, published by The Wallace Center, outlines the initial impact of the USDA's Local Food Purchase Assistance Program (LFPA). Through partnerships with state agencies, and territory and tribal governments, this innovative new program is...
Breaking the Glass Bottleneck: The Economic Potential Of Black And Hispanic Real Estate Developers And The Constraints They FaceMembers only Login
Standing at the intersection of real estate ownership and business ownership, the real estate development industry has the potential to be a powerful engine for Black and Hispanic Americans to build wealth. This report presents the findings of...
Building Community Wealth: Shifting Power and Capital in Real Estate Finance
Real estate is the largest source of asset-based wealth and opportunity for American families, and yet Black and other communities of color are systematically marginalized in renting, owning, and financing real estate. In addition to facilitating...
Territorial and Farmers Financing MechanismsMembers only Login
Forest and farm producer organizations (FFPOs) from Africa, Asia, and the Americas met with potential donors and allies in Washington D.C. to discuss advantages and opportunities to invest in and strengthen the capacities of indigenous, community,...
How to Invest in Regenerative and Sustainable Food and AgricultureMembers only Login
CapShift has released “How to Invest in Sustainable and Regenerative Food and Agriculture,” a guide to understanding the complex landscape of food and agriculture investing. The food and agriculture space touches on climate change, economic...
Local Policy to Promote Healthy Food Access: A Food Systems FrameworkMembers only Login
To help local policymakers, leaders, advocates, researchers, and others understand policy options for communities seeking to increase access to healthy food, the Healthy Food Policy Project (HFPP) developed a framework to show how local...
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...
Clicking for Credit: Experiences of Online Lender Applicants From The Small Business Credit Survey
This report builds on previous publications to further examine the characteristics, financing experiences, and credit outcomes for three subsets of small business credit applicant firms: those that applied to only online lenders, those that applied...
Business Oregon to Offer Free SSBCI WebinarsMembers only Login
Business Oregon is offering several free webinars about the State Small Business Credit Initiative (SSBCI) program in September. See Business Oregon's website for descriptions of the webinar content, registration information, and additional details...
Treasury Approves Four Additional State Plans Through the SSBCIMembers only Login
The U.S. Department of Treasury announced approval of state plans for Colorado, Oregon, New York, and Montana under the State Small Business Credit Initiative for up to $750M in funds to expand access to capital for small businesses. 
Business Oregon's Statement on SSBCI State Plan ApprovalMembers only Login
“We’re grateful for the opportunity to invest in a diverse set of entrepreneurs and businesses in our most promising industries throughout the state. We know that an innovative economy provides higher wages and more business resilience in times of...
Cannabis Administration And Opportunity ActMembers only Login
The comprehensive legislation would end federal cannabis prohibition by removing cannabis from the Controlled Substances Act; empower states to create their own cannabis laws; ensure federal regulation protects public health and safety; and...
Advancing Equity through Workforce Partnerships Members only Login
This FOA supports the administration goals laid out above by supporting the development of workforce programs and partnerships that will facilitate the continued deployment of solar energy technologies, while supporting an inclusive workforce with...
Investing in Regenerative Agriculture Infrastructure Across Value ChainsMembers only Login
Regenerative farms rely on small-to-mid scale, aligned infrastructure to process, transport, and market their products. These middle infrastructure businesses help to improve farm income and bolster regional food economies while providing...
Assessing the Small-Business Landscape in Metropolitan Kansas CityMembers only Login
The Kansas City region (Metro KC) has a rich set of support resources for its entrepreneurial community. However, the region still has ample room to develop in terms of connecting entrepreneurs to the capital and support they need to launch and grow...
Denver Economic Development & Opportunity: Cannabis Social Equity Technical Assistance Program
This program is specifically designed to boost ownership among individuals disproportionately impacted by marijuana prohibition and enforcement. Funded by $500,000 of the city's cannabis sales tax revenues, the program seeks to train and elevate...
We Need Flexibility to Address Joblessness at Both the Neighborhood and Metro LevelsMembers only Login
Subsidizing business investment in distressed neighborhoods, by itself, is a subsidy for gentrification, not a way to get residents into good jobs. What neighborhood residents need is help in accessing jobs throughout the local economy, inside and...
Building Excellent Schools Today (BEST) Program
The BEST competitive grant program provides money for construction of new schools as well as general construction and renovation of existing school facilities. Marijuana tax revenue is one of four funding sources for the Capital Construction...
Social Equity Cannabis Loan Program
DCEO established the Social Equity Cannabis Loan Program for the purposes of providing financial assistance to social equity licensees to assist with the expenses of starting and operating a cannabis business establishment.
SEED Grant FundMembers only Login
Launched in 2016, SEED Initiatives is supported by an ongoing $1 million in cannabis tax revenue allocation and is a vehicle for single-source monitoring, measuring, and reporting on the city’s cannabis tax revenue. The SEED Grant Fund supports...
How Digital Has Forever Changed the Career Landscape in Banking and SBA Lending
This white paper from SPARK discusses how digital has changed the career landscape in banking and SBA lending.
The American Rescue Plan – One Year Later Impact in the StatesMembers only Login
Celebrate one year since the passage of the American Rescue Plan, take a look at this report for early successes from across the country to see how investments from state and local officials from NewDEAL’s network of innovative leaders are not only...
Blueprint for the Next Generation of Place-Based Policy: Affirmatively Furthering Fair HousingMembers only Login
This policy example on Affirmatively Furthering Fair Housing (AFFH) is a companion to the report "A Blueprint for the Next Generation of Federal Place-Based Policy."
Blueprint for the Next Generation of Place-Based Policy: Promise Neighborhoods
This policy example on the Promise Neighborhoods program is a companion to the report "A Blueprint for the Next Generation of Federal Place-Based Policy."
Advancing Equity: Review of the Biden Administration’s Efforts to Implement a Racial Equity AgendaMembers only Login
This report reviews the Biden administration’s key efforts and accomplishments to advance equity in its first year and outlines future policies needed to build a better and more dynamic nation that equitably respects the rights and meets the needs...
A New Capital Tool for Revitalizing & Diversifying Manufacturing
This report — the first in a series between the Urban Manufacturing Alliance (UMA) and The Century Foundation (TCF) — describes the SSBCI program and offers recommendations from the perspective of mission-based lenders and those seeking to support...
Affordable Housing Loan Program and Underwriting GuidelinesMembers only Login
The purpose of the Affordable Housing Loan Program and Underwriting Guidelines is to describe the Department’s housing policy objectives, the range of programs available to advance these objectives, and the manner in which transactions will be...
HUD + HHS Housing and Services Resource CenterMembers only Login
The Housing and Services Resource Center was created for people who work in the organizations and systems that provide housing resources and homelessness services, behavioral and mental health services, independent living services and other...
2021 Picture of Affordable Housing Preservation ReportMembers only Login
Using data from the National Housing Preservation Database (NHPD), this report focuses on the challenge of preserving the federally assisted housing stock in the face of the national affordability crisis and chronic underfunding for housing programs.
Promoting Employee Ownership Through SSBCIMembers only Login
The Employee Ownership Expansion Network and Ownership America gave this presentation on how the State Small Business Credit Initiative (SSBCI) can be used to promote employee ownership of small businesses.
How Tulsa Remote is Harnessing the Remote Work Revolution to Spur Local Economic GrowthMembers only Login
Tulsa Remote, one of the nation’s first and largest remote worker relocation initiatives, has brought more than 1,200 remote workers to the city since 2018 by offering a $10,000 grant and additional support services to eligible workers who move to...
Inclusive Community and Economic Development in Small and Midsize Cities
Small and midsize cities (SMCs) face multiple challenges including uneven economic growth, growing income inequality, and growing poverty. Uniting community development principles and economic development practice, with a focus on elevating...
Promoting Equity Investments for an Equitable RecoveryMembers only Login
The Urban Institute set out to study how innovative policies and programs from abroad could inform state and local efforts in the US to advance an inclusive recovery from the COVID-19 pandemic. They produced five briefs, each profiling an approach...
Incentives for Entrepreneurial FirmsMembers only Login
Many economic development organizations (EDOs) have embraced the mission to support entrepreneurial firms in their communities. EDOs engage in their entrepreneurial ecosystems, in part, by providing resources, sometimes in the form of business...
2021 RISE Miami-Dade Report
The RISE Miami-Dade Fund (RISE) grew from an idea proposed by a diverse coalition to an effective team delivering technical assistance, advice, and much-needed capital to Miami-Dade County’s hard-to-reach small businesses. This report demonstrates...
How Innovative CDFIs Fund Equitable Food Oriented Development
This report describes how three CDFIs drive economic growth in low-income and historically marginalized communities through a model defined by the EFOD Collaborative as Equitable Food Oriented Development (EFOD). EFOD is a development approach that...
A Playbook for Scaling Latino-Owned BusinessesMembers only Login
A Playbook for Scaling Latino-Owned Businesses is designed to support the scaling and continued growth of Latino-owned businesses by offering entrepreneur support organizations, financial institutions, and other stakeholders actions they can take to...
Equity in Capital Improvement Planning ProcessesMembers only Login
Capital budgets and improvement plans present exceptional opportunities for governments to drive equitable outcomes in municipalities, particularly when budgeting for recovery. The significant spending power authorized through capital budgets –...
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CDFA National Sponsors

  • BNY Mellon
  • Bricker Graydon LLP
  • Bryan Cave Leighton Paisner LLP
  • Business Oregon
  • CohnReznick
  • Frost Brown Todd LLP
  • Grow America | Formerly NDC
  • Hawes Hill and Associates LLP
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McGuireWoods
  • MuniCap, Inc.
  • NW Financial Group, LLC
  • PGAV Planners, LLC
  • Raza Development Fund
  • SB Friedman Development Advisors
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Z. The Bond Buyer
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