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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 224 Previous | Next | New Search
NMTC Program Award Book CY 2018Members only Login
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.
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,...
Charlie's Tip for the Long "Brown" Summer: Federal Investment and Economic Development Tax Incentives for Brownfields FinancingMembers only Login
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 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...
Introduction to the New Markets Tax Credit ProgramMembers only Login
John Dalton of Bryan Cave and Dick Davies of CohnReznick present a overview of the New Markets Tax Credit Program.
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...
Living Cities Catalyst Fund Loan ProfilesMembers only Login
A brief description of each of the loans that have been made by Living Cities' Catalyst Fund.
Mission Investing: Leveraging Additional Assets for Community DevelopmentMembers only Login
This resource from Arabella Advisors provides a brief overview of the role mission investments can play in supporting the development of low-income communities.
Impact Investing: A 21st Century Tool to Attract and Retain Donors Members only Login
In this report, the Greater Cincinnatti Foundation explores the potential benefits of using impact investments to finance community development.
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.
The Catalytic FundMembers only Login
Jeanne Schroer from The Catalytic Fund discusses the thorough and varied process of financing the development and redevelopment of Northern Kentucky's urban areas.
The Ripple Effect
Impact Seven in Wisconsin provides a review of their success as a certified Community Development Financial Institution (CDFI), SBA and USDA loan programs manager, venture capitalist, and part-owner of a community development bank.
Wisconsin CDFIsMembers only Login
Carrie Vanderford Sanders, with Forward Community Investments discusses CDFIs and the purpose of NMTC and how it works.
Banking in Rural AmericaMembers only Login
The purpose of this paper is to provide context for the trend of declining banks in rural America, argue for the importance of CDFIs in rural markets throughout the country, and illustrate why Southern Bancorp is equipped to help remedy the problem...
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.
Sources of Capital for Food SystemsMembers only Login
Possible sources of capital for food production, enterprises, and retail are explained by Dafina Williams of Opportunity Finance Network.
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...
Colorado Enterprise FundMembers only Login
Many small businesses that are not able to receive traditional bank financing can get support through Colorado Enterprise Fund. This case study demonstrates achieving growth through changing the staffing model.
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.
Sources of Capital for Food SystemsMembers only Login
Possible sources of capital for food systems are explained by Dafina Williams of Opportunity Finance Network.
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.
Creative Financing for Brownfields-Grayfields Redevelopment
In this presentation, Evans Paull of New Partners for Smart Growth explores creative financing models for brownfield redevelopment. Paull covers tools such as bonds, loans, grants, credit enhancements, TIF as well as case studies.
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.
Creative Tax Credit Solutions
Tony Smith with S.B. Friedman provides an in-depth look at how New Markets Tax Credits are used, evaluated, leveraged and structured to impact community development in Illinois.
Challenging Projects, Diverse Communities, Creative Tax Credit SolutionsMembers only Login
Dana Lieberman with IFF describes a number of case studies which capitalize on various tax credit tools to build communities, add jobs and grow local economies throughout Illinois.
DevelopOhio Economic Incentives Toolkit
This guide from Bricker & Eckler and Argus Growth Consultants outlines the array of tools with which Ohio economic development practitioners can stimulate development to occur in their communities.
Solar and Energy Loan Fund (SELF) OverviewMembers only Login
The Solar and Energy Loan Fund is a 501(c)3 non-profit organization and a certified CDFI which provides energy expertise and affordable financing to enable low-to-moderate income homeowners and small businesses to identify and make cost-effective...
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.
Tax Credit Finance - Introduction to Tax CreditsMembers only Login
Michael Buker with Ice Miller walks through the basics of tax credits from a broad description to targeted credits aimed at specific development finance investments. Buker also provides case studies and conceptual structures.
Displaying 1 - 50 of 224 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
  • SB Friedman Development Advisors
  • Stern Brothers
  • Stifel Nicolaus
  • U.S. Bank
  • Wells Fargo Securities
  • Wilmington Trust
  • Z. The Bond Buyer
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