Technical Assistance


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: Tax Credits\Case Studies
Displaying 1 - 50 of 106 Previous | Next | New Search
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 Systems Finance Webinar Series: Financing Food-Centered Redevelopment
During this installment of the CDFA Food Systems Finance Webinar Series, we explored how investing in food-centered redevelopment can restore local food systems infrastructure, catalyze additional neighborhood development, and protect healthy,...
Incorporating PACE Into Complex Projects - Rachel Davis, Caleb Bell, Jerry Brunswick, Frances Kern Mennone, Scott RingleinMembers only Login
Rachel Davis, Caleb Bell, Jerry Brunswick, Frances Kern Mennone, and Scott Ringlein present Incorporationg PACE Into Complex Projects.
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.
Innovative State-Led Efforts to Finance Agricultural ConservationMembers only Login
U.S. farmers are currently facing the most difficult agricultural economy since the 1980s. At the same time, many states are wrestling with the necessity of addressing environmental challenges. This report expounds upon the excellent work states are...
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.
Finance Fund Invests in UC Gardner Neuroscience InstituteMembers only Login
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...
The Hatchery Chicago Fact SheetMembers only Login
The Hatchery Chicago is a non-profit food business incubator that enables local entrepreneurs to build and grow successful businesses. Accion, the area’s largest microlender, and ICNC, which runs one of the largest business incubators in the...
Washington DC 2017 Review of Economic Development Tax ExpendituresMembers only Login
The D.C. Chief Financial Officer's Office is required to review all D.C. tax expenditures (such as abatements, credits, and exemptions) on a five-year cycle. For the FY2017 report fulfilling the requirement, the Office of Revenue Analysis (ORA)...
Tax Increment Financing: Learning from Research and Municipal "Best Practice"Members only Login
This issue brief describes some of the notable research on Tax Increment Financing and reviews the challenges associated with the use of this technique. This issue brief is written by Natalia Ermasova and Amanda George from Governors State...
Angel Investment Tax Credits in Illinois and ElsewhereMembers only Login
Adam Blair with the Economic Development Research Group discusses Illinois’ extension of the angel investment tax credit and how it compares with similar programs in other states that compete for angel investment
Assembling Capital for Mixed-Use DevelopmentMembers only Login
Abby Goldenfarb discusses unique development financing solutions for mixed-use development.
Assembling Capital for Mixed-Use DevelopmentMembers only Login
Thomas Porter, Director of Commercial Lending at the Vermont Economic Development Authority, discusses unique development financing solutions for mixed-use development.
New Market Tax Credits and BrownfieldsMembers only Login
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...
Creative Financing Strategies - Hahne & Co. Redevelopment, NewarkMembers only Login
Unique development financing solutions are increasingly sought after to complete projects of all sizes, and it is often necessary to find creative approaches that involve combining multiple financing tools. Mathew Abraham of the New Jersey Economic...
A Look at Financing First Time Farmers in IowaMembers only Login
Tammy Nebola from the Iowa Agricultural Development Division of the Iowa Finance Authority discusses farming in Iowa and what it takes to finance first time farmers around the state.
SC Financing for Workforce/Affordable Housing Members only Login
Ivory Mathews discusses how important contributor's to a community's workforce are in need of affordable housing close to their jobs. Workforce housing produces a more sustainable local economy which allows workers to afford to live near their place...
Sandra Rahimi, LADF New Markets, Tax Credits, The BackgroundMembers only Login
Sandra Rahimi is a manager at Los Angeles Development Fund, and she explains how New Markets Tax Credits benefit community project developments.
Transformative Revitalization - Boston LandingMembers only Login
Development Finance Authority, Mass Development, uses Public-Private Partnership, Bonds, TIF, Special Assessment, Brownfields Clean Up, and Tax Credits to redevelop the former Slaughterhouse District into the New Boston Landing.
Financing the Warehouse DistrictMembers only Login
Christine Mackay with the City of Phoenix discusses the Phoenix Warehouse District and CDFA financing options for adaptive reuse.
Creative Tax Credit Financing in WisconsinMembers only Login
Tax Credits have been widely used in Wisconsin as a method to influence businesses to take certain actions, such as locating to specific underserved areas, rehabilitating historic properties, expanding business’ research and development, investing...
Creative Financing Strategies at the Local Level- Combining Local Incentives Members only Login
Herb Klein (Jacob & Klein LTD) discusses creative financing strategies at the local level, specifically combining a number of incentives. Peoria Heights, IL is explored as a case study.
Unlocking the Development Finance Toolbox in Rural America
The Rural Financing Best Practices by CDFA explores how rural communities can leverage a wide range of tools and approaches to build on their assets, protect their resources, and make strategic investments that offer long-term benefits for residents...
Creative Tax Credit SolutionsMembers only Login
David Bland, CEO and Chairman of Travois, Inc., discusses the need for and creative use of tax credits amongst Arizona's Native American populations.
Understanding Industrial Development AuthoritiesMembers only Login
Gregg Ghelfi of The Industrial Development Authority of the County of Maricopa defines what an Industrial Development Authority (IDA) is, and gives a brief overview of some benefits of having an IDA and applicable case studies.
Phoenix New Market Tax CreditsMembers only Login
Robert Franco of Phoenix Community Development and Investment Corporation provides a deep dive into New Markets Tax Credits, providing a comprehensive overview at their creation, implementation, and looking at a number of relevant case studies.
Commonly Used Tax Credits in South CarolinaMembers only Login
George Strobel of State Tax Credit Exchange overviews the commonly used tax credits in South Carolina.
Brownfields Case Study - Greenville, SC
This case study from Partnership for Sustainable Communities highlights a brownfield redevelopment project on the West Side of Greenville, SC that relied heavily on Brownfield Site Assessment Grants to identify reuse opportunities within the project...
Federal Rehabilitation Tax Credits and Related State IncentivesMembers only Login
Christian Rogers discusses the value of credits for historic rehabilitation purposes, in addition to the standards and qualifications for federal and state programs.
Redevelopment Driving ReinvestmentMembers only Login
Anne Jamieson, Senior Project Manager for AKT Peerless, discusses the different financing strategies behind redevelopment projects, including TIF, tax abatements, tax credits, and grants and loans. Jamieson also provides a case study from Detroit.
New Markets Tax Credit Financing California Case StudiesMembers only Login
Albert Lemus with Lowe Enterprises shares four case studies of projects in California that utilized the state's new market tax credit program.
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.
Florida Rural Economic Development StudyMembers only Login
Enterprise Florida and Boyette Strategic Advisors developed an Economic Development Strategic Plan for Rural Florida. The study was developed with involvement of nearly 500 participants including economic professionals and elected officials in rural...
Oregon Property Tax CapitalizationMembers only Login
The Northwest Economic Research Center (NERC) investigated the effect of the tax structure on residential sale prices as part of ongoing efforts to understand the impacts of Oregon’s property tax system on local governments. Specifically, they...
CA Film Production ReportMembers only Login
The 2013 Feature Film Production Study by FilmL.A. analyzes a sample of 108 US. feature films released theatrically last year, identifying where they were filmed, how much was spent to produce them and how many jobs they sustained during production....
LIHTC Case Study: How a Timely Project Reaped Big BenefitsMembers only Login
Lancaster Pollard released this case study of Copper Landing Family Apartments and how the developer utilized low-income housing tax credits and tax-exempt bonds in 'record' time to provide a tremendous community benefit for low-income residents.
LIHTC & Tax-Exempt Bond Case Study: Garden Park VillaMembers only Login
Lancaster Pollard created this case study to showcase the innovated financial structuring of a 50-unit affordable housing complex which incorporated Low Income Housing Tax Credits, Tax-Exempt Bonds, an FHA pilot program, and a bridge loan.
New Markets Tax Credits Community Lending & InvestmentMembers only Login
Wells Fargo presents a program overview of federal New Markets Tax Credits (NMTCs) during the 2013 ULI Conference. The presentation topics include: a basic overview, utilizing NMTCs to benefit borrowers, basic deal structures, 'cost' of a NMTC deal,...
Displaying 1 - 50 of 106 Previous | Next | New Search

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