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
CDFI Fund Year in Review 2012Members only
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The U.S. Department of the Treasury released the annual report for Community Development Financial Institutions Fund. The report showcases both accomplishments of programs at CDFI Fund as well as the tremendous impact that CDFIs are having across...
Will NMTCs Live Beyond 2012 Presentation
One of the most sought-after tax credits, the NMTC has proven to be a critical financing mechanism for economic development projects in low-income communities across the country. Tax credits already awarded in previous rounds will still be...
NMTC Case Study: Kent StateMembers only
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Finance Fund worked with Kent State University Foundation and Pizzuti Companies to deliver $9M in New Market Tax Credits to help finance the first phase of a $100M project in downtown Kent.
Georgia's SSBCI ProgramsMembers only
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This document from the Georgia Dept. of Community Affairs overviews how the state is using the Treasury's State Small Business Credit Initiative funding. Programs include a capital access program, credit guarantee, and funding for CDFIs.
CESA Finance 101Members only
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Lise Dondy and Rob Sanders with Clean Energy States Alliance(CESA) share a powerpoint from a Finance 101 webinar covering advantages and disadvantages of difference clean energy fund programs.
Nuts and Bolts of NMTCs and HTCs: Should Bond Lawyers Care?
This presentation covers financing structures for NMTC or HTC and tax-exempt bond projects. The authors are Mary Nash Rusher of Hunton & Williams, Peter Duffley of Womble Carlyle Sandridge & Rice, Dick Helde of Dorsey & Whitney, Marshall Philiips of...
CDFI Industry Analysis Summary ReportMembers only
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This report by Michael Swack, Jack Northrup, and Eric Hangen of the U.S. Dept. of Treasury CDFI Fund and the Carsey Institute covers the performance of Community Development Financial Institutions (CDFIs) and opportunities for growth in the industry.
Managing the Exit Tax Burden of the QALICB
Neil D. Kimmelfield wrote this article on the exit transaction of a New Markets Tax Credit deal for the May issue of the Novogradac Journal of Tax Credits. This part of the article examines how a transaction is handled when cancellation of...
New Markets Tax Credits Overview Video
This video presentation by Brad Elphick of Novogradac & Co. provides a clear overview of New Markets Tax Credits (NMTCs). The slides display the terminology associated with NMTCs, as well as the structure of the program, which involves the CDFI...
The New Markets Tax Credit: 10th Anniversary Report
This report by the New Markets Tax Credit (NMTC) Coalition provides a thorough review of the first ten years of the federal tax credit program. The report covers the history and function of NMTCs, several case studies, and a data analysis of the...
New Markets Tax Credits: 50 Projects - 50 States
This report by the New Markets Tax Credit Coalition provides 50 case studies--one for each state--of this tax credit program. The report begins with an introduction to and explanation of the tax credit program. The case studies include the NMTC...
CDFI Fund: FY2010 Performance and Accountability Report
In this report released by the CDFI Fund of the U.S. Department of the Treasury, you will find out how the CDFI Performance and Accountability ranked for fiscal year 2010. The report covers program discussion and analysis which is broken up by...
CDFI Fund: CDE Application 2010
This is the 2010 CDE Certification Application as offered by the CDFI Fund. A good resource for questions on this application can be found on the CDFI Fund website.
2010 CDFI Fund Capital Magnet AwardsMembers only
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This document provides an overview of the CDFI Fund's Capital Magnet Fund, which provides grants to CDFIs for the development or management of affordable housing. The document also details the projects and awardees announced for the first round of...