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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: U.S. Dept. of Treasury CDFI Fund
Displaying 1 - 50 of 208 Previous | Next | New Search
CDFA Food Finance White Paper Series: Food Systems & Investment Tools
This paper continues a white paper series demonstrating the ways in which traditional development financing is already supporting food systems, with a focus on finance tools that help to stimulate investment. An overview of investment tools, such as...
CDFA // BNY Mellon Webcast Series: Fill in the Gaps with New Markets Tax CreditsMembers only Login
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.
Finance Fund Invests in Charter ManufacturingMembers only Login
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.
FY2017 Capital Magnet Fund Awards Members only Login
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,...
Updated NMTC Census Tracts and Transition Rules Members only Login
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?
NMTC Program Summary Report 2003-2015Members only Login
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...
CultureBank: A New Paradigm for Community Investment Members only Login
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...
New Markets Tax Credit Program Compliance Report 2017Members only Login
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...
New Markets Tax Credit Public Data Release: 2003-2014 Summary ReportMembers only Login
The CDFI Fund released data collected on New Markets Tax Credit (NMTC) investments across the nation through fiscal year 2013. The CDFI Fund requires all Community Development Entities (CDEs) that have been awarded NMTC allocations to submit an...
NMTC Qualified Equity Investment ReportMembers only Login
This report from CDFI Fund provides information on each entity that has not finalized all of its NMTC allocations, and it identifies, among other things, the total allocation amount received by each entity; the dollar amount of allocation authority...
NMTC Qualified Equity Investment Report - December 2015Members only Login
This Report provides information on each entity that has not finalized all of its NMTC allocations. Allocatee information reflects the most current information on file with the CDFI Fund as of the date reflected on the QEI Issuance Report.
New Markets Tax Credits FinancingMembers only Login
Pete Byford of Tax Advantage Groups discusses New Market Tax Credits in depth, touching on definitions, qualifications, applicability, and what states are underserved.
Wisconsin CDFIsMembers only Login
Carrie Vanderford Sanders, with Forward Community Investments discusses CDFIs and the purpose of NMTC and how it works.
The New Markets Tax Credit Progress Report 2015Members only Login
New Markets Tax Credit Coalition's report highlights results from the NMTC Coalition’s annual survey of community development entities (CDEs) with NMTC allocations. The survey collected data from CDEs raising capital and making loans and investments...
NMTC Qualified Equity Investment Issuance Report - April 2015Members only Login
This Report provides information on each entity that has not finalized all of its NMTC allocations. Allocatee information reflects the most current information on file with the CDFI Fund as of the date reflected on the QEI Issuance Report.
Healthy Food Financing Initiative & the CDFI FundMembers only Login
Mark Kudlowitz, Associate Program Manager at the U.S. Department of the Treasury's CDFI Fund, gives insight into the agency's numerous funding opportunities for local and regional food systems.
NMTC Qualified Equity Investment Report - March 2015Members only Login
This Report provides information on each entity that has not finalized all of its NMTC allocations. Allocatee information reflects the most current information on file with the CDFI Fund as of the date reflected on the QEI Issuance Report.
CDFIs Stepping into the Breach: An Impact Evaluation—Summary Report Members only Login
In this report by the U.S. Department of Treasury, the impact of Community Development Financial Institutions (CDFI) are examined. The report includes structured interviews, a detailed analysis of data, and the impact of CDFIs in neighborhoods.
NMTC Qualified Equity Investment Report - January 2015Members only Login
This Report provides information on each entity that has not finalized all of its NMTC allocations. Allocatee information reflects the most current information on file with the CDFI Fund as of the date reflected on the QEI Issuance Report.
Infographic: Impact of CDFIsMembers only Login
This Infographic from Democracy Collaborative shows how community development financial institutions build community wealth. Community development financial institutions (CDFIs) provide credit and financial services to people and communities...
NMTC Qualified Equity Investment Report: Oct. 2014Members only Login
This Report provides information on each entity that has not finalized all of its NMTC allocations, and it identifies, among other things, the total allocation amount received by each entity; the dollar amount of allocation authority that has been...
New Markets Tax Credit Program OverviewMembers only Login
Daniel Aiello from the CDFI Fund provides an overview of the NMTC program along with general information on CDFI Fund programs and initiatives.
NMTC Qualified Equity Investment Report - August 2014Members only Login
Allocatee information reflects the most current information on file with the CDFI Fund as of the date reflected on the QEI Issuance Report.
New Markets Tax Credit: Creating Economic Opportunity in Rural AmericaMembers only Login
This report issued by the New Markets Tax Credit Coalition details how the New Markets Tax Credit (NMTC) has spurred private investment in rural communities around the United States. This federal tax credit has generated over $7 billion in...
CDFI Fund Year in Review 2013Members only Login
Titled “Investing for the Future, One Community at a Time,” the report highlights a year of achievements for the CDFI Fund and the community development organizations it supports that focus on, among other things, fostering business growth, job...
Strategies for Community Banks to Develop Partnerships with Community Development Financial InstitutionMembers only Login
The FDIC produced a resource guide, to help FDIC-supervised institutions meet community credit and development needs and receive consideration under the Community Reinvestment Act (CRA). The purpose of the guide is to provide information that will...
NMTC Qualified Equity Investment ReportMembers only Login
This Report provides information on each entity that has not finalized all of its NMTC allocations, and it identifies, among other things, the total allocation amount received by each entity; the dollar amount of allocation authority that has been...
Capital Magnet Fund Interim Impact Assessment 2014Members only Login
Through the Capital Magnet Fund, the CDFI Fund provides competitively grants to CDFIs and qualified nonprofit housing organizations to finance affordable housing activities as well as related economic development activities and community service...
Craft3 Merger Case StudyMembers only Login
Craft3 is a non-profit CDFI in the Pacific Northwest that provides loans and assistance to entrepreneurs, non-profits, individuals, and others that lack access to financing. This case study demonstrates growth through merging.
NMTC Progress Report 2014Members only Login
The New Markets Tax Credit Coalition provides their annual report, including a CDE survey, 2013 activity, and case studies, on the NMTC program.
Healthy Food Financing Initiative & the CDFI FundMembers only Login
Mark Kudlowitz, Associate Program Manager at the U.S. Department of the Treasury's CDFI Fund, gives insight into the agency's numerous funding opportunities for local and regional food systems.
Opening the Gateway to New Markets Tax CreditsMembers only Login
Gary Perlow provides an overview of the federal New Markets Tax Credit program. Perlow covers the program's purpose, industry acronyms, application process, deal structuring and much more.
The Healthy Food Financing HandbookMembers only Login
The Healthy Food Financing Handbook by The Food Trust is intended to be a resource for community and economic development organizations seeking to increase the availability of nutritious foods and revitalize neighborhoods.
Clean Energy for Resilient Communities: Expanding Solar Generation in Baltimore's Low-Income NeighborhoodsMembers only Login
Robert Sanders and Lewis Milford with the Clean Energy Group make a number of innovative recommendations for expanding the use of solar generation for community development, specifically in low-income neighborhoods in Baltimore, Maryland.
PIDC New Markets Tax Credit Program Fact SheetMembers only Login
The New Markets Tax Credit (NMTC) program is a federal tax credit program designed to generate private-sector capital investment in low-income areas. This fact sheet provides a background of the program, outlining eligibility, uses, financing and...
Strengthening Small & Emerging CDFIs - Models for GrowthMembers only Login
Michael Swach from the Center on Social Innovation and Finance at the University of New Hampshire shares positive performance news from the CDFI industry, models to improve scale, example program models, and best practices.
Displaying 1 - 50 of 208 Previous | Next | New Search

CDFA National Sponsors

  • Alaska Industrial Development and Export Authority
  • Baker Tilly Virchow Krause
  • BNY Mellon
  • Bricker & Eckler LLP
  • Bryan Cave Leighton Paisner LLP
  • Business Oregon
  • CohnReznick
  • FBT Project Finance Advisors LLC
  • Fifth Third Bank
  • Frost Brown Todd, LLC
  • Hawkins Delafield & Wood LLP
  • Ice Miller LLP
  • KeyBanc Capital Markets
  • Kutak Rock LLP
  • McCarter & English, LLP
  • McGuireWoods
  • MuniCap, Inc.
  • NW Financial Group, LLC
  • Petros PACE Finance
  • SB Friedman Development Advisors
  • Stern Brothers
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Wilmington Trust
  • Z. The Bond Buyer
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