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: U.S. Dept. of Treasury CDFI Fund
Displaying 51 - 100 of 204 Previous | Next | New Search
Exploring New Markets Tax Credits in OregonMembers only Login
Neil Kimmelfield with Lane Powell PC shared this graphic to help represent the relationships between involved parties in a NMTC deal.
Resource Guide: New Markets Tax Credit ProgramMembers only Login
SB Friedman created a New Markets Tax Credit Program resource guide to help interested parties understand the fundamentals of the program, basic financing structure, leverage model and more.
CDFI Industry Analysis Summary Report - 2012Members only Login
The Carsey Institute conducted a detailed analysis of a large sample of Community Development Financial Institutions (CDFIs) on issues of capitalization, liquidity and portfolio, and risk management by CDFIs from 2005-2010.
PHFA - Creative Tax Credit SolutionsMembers only Login
David Evans with Commonwealth Cornerstone Group explains New Markets Tax Credits with project characteristics, trade language and illustrative examples.
New Pathways to Scale for Community Development FinanceMembers only Login
This paper captures lessons from 10 case studies of CDFIs around the country and explores ways CDFIs may grow and extend their reach to millions of unserved and underserved communities.
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,...
New Markets Tax Credit Impacts: A Case Study in NCMembers only Login
This case study from Self-Help demonstrates how New Market Tax Credits have leveraged private investment and created catalytic impact in a previously disinvested, low-income community in Durham, North Carolina.
New Markets Tax Credits: Unlocking Investment PotentialMembers only Login
This Insights report describes the New Markets Tax Credit (NMTC) Program and the major considerations banks may need to address when using the tax credits to support community and economic development activities. The report examines the primary...
CDFIs and the Food System - Opportunity Finance NetworkMembers only Login
Dafina Willams with Opportunity Finance Fund shares insight to the relationship between CDFIs and food systems financing and how CDFIs are leveraging significant investment in low-income, disadvantaged communities across America. Williams highlights...
New Markets Tax Credit Data Release: 2003-2011 ReportMembers only Login
U.S. Treasury released data collected on New Markets Tax Credit (NMTC) investments across the nation through fiscal year 2011. The CDFI Fund requires all CDEs that have been awarded allocations to submit an annual report detailing how they invested...
Diversification of Capital Creates Fresh FocusMembers only Login
Heather Hood with Enterprise Community Partners discusses a variety of public and private sources for community investment projects. Hood assesses Social Impact Bonds, Low Income Housing Tax Credits, land-use planning, California investment funds,...
CDFI Fund Bond Guarantee Program & NMTCsMembers only Login
Drew Marlar and Leslie Powell of Kutak Rock cover access to capital tools to drive business and industry investment throughout the state of Georgia with a primary focus on the CDFI Fund Bond Guarantee Program and New Markets Tax Credit programs.
New Markets Tax Credits: Innovative ApplicationsMembers only Login
Tony Smith from S.B. Friedman & Company explains how NMTCs can support industrial, community and commercial development in low-income areas. Smith breaks down program requirements, deal structuring, eligibility, historical data and more.
CDFI Bond Guarantee Program - Information SessionMembers only Login
The U.S. Department of the Treasury held an informational session covering the CDFI Bond Guarantee Program. The session included an introduction and overview of regulations and financial structure, bond issuance, repayment and relending, eligible...
Novogradac - New Markets & Volume Cap WorkshopMembers only Login
Annette Stevenson with Novogradac & Company discusses how to determine where and when projects should consider utilizing federal and state NMTCs. Stevenson also presents elements that give NMTC applications a greater chance for approval.
Introduction to New Markets Tax CreditsMembers only Login
Novogradac & Company published this document as a companion to their NMTC Basics workshop. The resource is tremendously helpful as it reviews program background, definition and application process. Furthermore, CDEs, QEIs, QLICIs, QALICBs,...
Development Finance Authority of Summit County - Ohio NMTC WorkshopMembers only Login
Chris Burnham with the Development Finance Authority of Summit County covers both tax-exempt bonds and Ohio New Markets Tax Credits. Burnham shows where bond financing has made an impact in Summit County. Furthermore, Burnham discusses the...
Federal and Ohio New Markets Tax CreditMembers only Login
Radhika Reddy with Ariel Ventures provides examples of deal structuring with and without leverage. Furthermore, Reddy shows a net benefit analysis given the different scenarios.
Redevelopment Financing Tools in Atlanta's Emerging MarketsMembers only Login
This presentation from Atlanta Development Authority demonstrates financing tools available to take advantage of redevelopment opportunities. Additionally, case studies and deal structuring is provided for Tax Assessment Districts and New Markets...
CDFI Fund Year in Review 2012Members only Login
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...
Access to Capital Lending Tools - WACIFMembers only Login
Timothy Flanagan with Washington Area Community Investment Fund discusses how WACIF utilizes access to capital tools to bridge financing gaps and encourage development efforts throughout the region.
Investment Tools - New Market Tax CreditsMembers only Login
John Dalton with Bryan Cave LLP presented on the highly successful federal New Market Tax Credit program and how to effectively apply this program to development opportunities.
New Markets Tax Credit Program OverviewMembers only Login
Atlanta Emerging Markets compiled a concise overview of the New Market Tax Credit Program. The funds can be used for a variety of projects, loans, operating and capital costs.
NMTCs Promotion: Finance Federally Qualified Health CentersMembers only Login
2 sided flyer from NFF, Enterprise, and Chase promoting the use of New Market Tax Credits to help finance Federally Qualified Health Center Facility Expansions.
New Markets Tax Credit Coalition Report Members only Login
The NMTC Coalition released this all-encompassing report on the significant impact of NMTCs on communities throughout the country. The report consists of more than 90 pages of detailed case studies.
CDFA - BNY Mellon Webcast Series: Will NMTCs Live Beyond 2012?Members only Login
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. During this webcast, Steve MacDonald from the National New Markets...
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 Login
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.
NMTC Economic Impact Report 2003-2012Members only Login
The New Markets Tax Credit Coalition released this report on a decade of economic activity catalyzed by the NMTC program. Analyses cover projects, jobs, tax revenue, and return on investment.
CDFI Fiscal Year 2008 ReportMembers only Login
The CDFI Data Project released this 2008 fiscal report to the public. The report contains information regarding all CDFI programs and their performance.
Georgia's SSBCI ProgramsMembers only Login
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.
GA SSBCI & CDFI Lender Participation AgreementMembers only Login
Georgia's CDFIs program assists Georgia by making SSBCI funds more accessible through a variety of direct lending and marketing programs. This document is a draft Lender Participation Agreement.
New Markets Tax Credit Progress Report 2012Members only Login
The New Markets Tax Credit Coalition provides their annual report, including a CDE survey, 2011 activity, and case studies, on the NMTC program.
Common Mistakes in Tax Credit FinanceMembers only Login
Steve Schoeny of Ice Miller LLP discusses tax credit programs and lays out necessary considerations to make throughout the tax credit finance process.
Displaying 51 - 100 of 204 Previous | Next | New Search

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