Investing in the Community

Learn about Community Investing 


Invest with Community Development Finance Institutions (CDFIs)

Community Loan funds and Community Development Finance Institutions offer endowments cash or fixed income like investments that have a positive impact on the surrounding community.  They have a risk/return profile that can make investments suitable for the fixed income or cash portfolio dependent on the tenor of the note or CD.  When used as a cash investment, endowments may want to consider laddering investments as the loans made generally have a 1 - 10 year tenor and these investments cannot be sold on the public market.

  • Step 2: Evaluate and Invest
    • Many CDFI's are rated by an organization called Aeris which rates both the financial stability and impact of the organization. A few have been rated by Standard & Poors rating agency.

Peer Examples


Sample Investment Policy Statements 

  • 🔐 Sample Sustainable Investing Policies: You can see a comprehensive list of sample policies curated by IEN.[member only resource]


Additional Resources

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