Diving In

Small projects with big impact

Quick Practice Upgrades

  • Foster relationships between community outreach and investment staff
  • Move cash assets into local banks and credit unions
  • Engage key nonprofit partners
  • Join impact investment networks

Simple Policy Measures

  • Build a relationship with a CDFI
  • Allocate assets from investment portfolio for place-based investments
  • Connect capacity building with direct lending
  • Switch to an impact investment advisor

Readiness Checklist

Do a basic assessment of where your institution is at, and identify the steps you need to take to implement a place-based investment approach to improve community health and well-being.